Billy Harris Email and Phone Number
Billy Harris work email
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Billy Harris personal email
We believe that everyone deserves access to objective financial advice. This way, individuals and families can create safer, more secure financial futures and live better lives. Independent Advisor Solutions by SEI helps make this possible, strengthening independent advisors through the indispensable and transformative combination of intuitive technology, investment flexibility and practice management services.With a history of innovation, financial strength and corporate stability, we have been serving the independent financial advisor market and the clients who depend on them for more than 25 years. While I appreciate any intention of kind words and sentiment, please do not post comments relating to your opinion of me, my services or the performance of your accounts. Professional inquiry? Email me at wharris@seic.comhttps://www.seic.com/terms-use/social-media-guidelines-commenting-and-disclosure
Pathfinder Consulting Partners
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Strategic Advisor | Business Development ConsultantPathfinder Consulting PartnersConshohocken, Pa, Us
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Business Development Director - Ria Sales & ExperienceSei Sep 2024 - PresentOaks, Pa, Us -
Account ExecutiveSei May 2023 - Sep 2024Oaks, Pa, Us
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Business Development SpecialistSei Mar 2021 - May 2023Oaks, Pa, UsBusiness Development Specialist with the Independent Advisor Solutions group• Work with advisors to ensure a frictionless experience when leveraging SEI’s resources or performing their due diligence on our solution.• Research potential clients to maximize the utility of our suite of services.• Use cutting edge technologies to interact with prospective clients and help them learn about SEI.• Collaborate with Marketing, Practice Management, Demand Generation, and SEI’s Distribution teams in an effort to bring relevant content to the market.• Work within our CRM systems to maintain the highest level of data integrity to drive an optimal experience when working with SEI.
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Financial AssociatePma Companies Jan 2021 - Feb 2021Blue Bell, Pennsylvania, UsTemporary position of Financial Associate• Worked closely with AR team handling disbursements, distributions, dividends and cash transfers• Updated information and performed due diligence on incoming and outgoing cash flows• Manually converted insurance plans based on specific payment schedule -
Summer Camp CounselorCamp Tecumseh Jun 2017 - Aug 2019• Worked as a counselor at an 8-week sleep away sports camp for boys ages 8-16.• Worked in a rustic environment without electricity that works to provide an experience disconnected from social media.• Received Outstanding Tecumseh Spirit Award for my energy, attitude and enthusiasm. One of just two awards given to counselors on staff, the other being the Outstanding Coach Award.
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InternshipFranklin Square May 2016 - Jun 2016•Worked as an intern at Franklin Squares Capital, now named FS Investments. •FS Investments is a leading alternative investment company that helps grow and design a better portfolio. •Sat in on conference calls, researched alternative investments and their advantages as well as their shortcomings. •Shadowed an alum from my high school for a month gaining a better idea of the direction in which I hope to take my career.
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Junior Camp CounselorCamp Tecumseh Jun 2015 - Aug 2015
Billy Harris Education Details
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Bucknell UniversityHistory -
Springside Chestnut Hill AcademyHigh School
Frequently Asked Questions about Billy Harris
What company does Billy Harris work for?
Billy Harris works for Pathfinder Consulting Partners
What is Billy Harris's role at the current company?
Billy Harris's current role is Strategic Advisor | Business Development Consultant.
What is Billy Harris's email address?
Billy Harris's email address is bh****@****eic.com
What schools did Billy Harris attend?
Billy Harris attended Bucknell University, Springside Chestnut Hill Academy.
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