Agatha Kulesza — Senior Reporting Strategist · SEI Private Wealth Management

Agatha Kulesza — Senior Reporting Strategist · SEI Private Wealth Management · United States.

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Profile updated Nov 2026 · Sourced from public professional profiles · Legitimate-interest B2B basis

About

Accountant/CFO and Business Consultant working with medium-to-large businesses, nonprofits and family offices.

Specialties: -Organizing and streamlining accounting systems -Solving complex financial problems -Training teams to work more efficiently

I build ease and simplicity into complicated structures.

Experience

Director of Reporting, Private Wealth ManagementCurrent
SEI · Oaks, PA
Feb 2022 – Present
Director of Reporting & Accounting for PWM: -Lead, manage, and train Reporting Team that handles most complex family office clients. -Train and oversee Advisory Team on duties that crossover into Reporting. -Collaborate with Tech Team to create and develop enhancements to SaaS Reporting system. -Create customized Reporting/Accounting solutions for most complex clients. -Provide advice and guidance to clients based on data gathered from Reporting system