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@seic.com
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1 phone found area 610
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Brian Barone is listed as Business Consultant to Fee Based Registered Investment Advisors working with SEI at SEI, a with 3250 employees, based in Oviedo, Florida, United States. AeroLeads shows a work email signal at seic.com, phone signal with area code 610, and a matched LinkedIn profile for Brian Barone.
Brian Barone previously worked as Business Development Director at Sei and Regional Director - Core Market Southeast at Sei. Brian Barone holds Bachelor Of Science (Bs), Business Administration And Management, Quantitative Techniques from Elizabethtown College.
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AeroLeads found 2 current-domain work email signals for Brian Barone. Compare company email patterns before reaching out.
Brian Barone is a Business Consultant to Fee Based Registered Investment Advisors working with SEI at SEI. He possess expertise in financial services, services.
Listed skills include Financial Services and Services.
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Oviedo, Florida, United States
I currently manage a territory of Independent Financial Advisors through out the state of FL, PR, SC, and AL. In my role, I am responsible for the growth of the firms I work with by helping them increase their assets under management, increase their profitability, expand their offering of wealth services, and help them market themselves to the "ideal client."
Currently I work with over 250 Independent Advisor Reps throughout the Southeast region (PA-FL) including assets slightly above $1 billion. I sell a total business solution to advisors in order to help build profitability, efficiency, time, and equity in their businesses. The solution includes a full back office solution, record keeping solution, investment products, as well as business consulting services. The goal for SEI is to build assets under management with our advisor strategic… Show more Currently I work with over 250 Independent Advisor Reps throughout the Southeast region (PA-FL) including assets slightly above $1 billion. I sell a total business solution to advisors in order to help build profitability, efficiency, time, and equity in their businesses. The solution includes a full back office solution, record keeping solution, investment products, as well as business consulting services. The goal for SEI is to build assets under management with our advisor strategic partners by positioning those advisors to attract and compete for HNW and institutional assets. Show less
Sales support role. This included proposal generation, investment recommendations and portfolio design, general information and follow up with advisory clients
Other employees you can reach at seic.com. View company contacts for 3250 employees →
Meme Chino
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Sam Truelove
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Martin Whalen
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Kesha Moore
Colleague at SeiCharlotte, North Carolina, United States
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Chris Tomlinson
Colleague at SeiGreater Philadelphia, United States
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Andrew Mckeon
Colleague at SeiGreater Philadelphia, United States
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Natalie Leger
Colleague at SeiMoncton, New Brunswick, Canada
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Tammie Holloway
Colleague at SeiPortland, Oregon, United States
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Jason Ehrlich
Colleague at SeiGreater Philadelphia, United States
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Cheri Holdan
Colleague at SeiUnited States
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Quick answers generated from the profile data available on this page.
Brian Barone works for SEI.
Brian Barone is listed as Business Consultant to Fee Based Registered Investment Advisors working with SEI at SEI.
AeroLeads has found 2 work email signals at @seic.com for Brian Barone at SEI.
AeroLeads has found 1 phone signal(s) with area code 610 for Brian Barone at SEI.
Brian Barone is based in Oviedo, Florida, United States while working with SEI.
Brian Barone has worked for Sei, Sei Investments, and The Vanguard Group.
Brian Barone's colleagues at SEI include Meme Chino, Sam Truelove, Martin Whalen, Kesha Moore, and Chris Tomlinson.
You can use AeroLeads to view verified contact signals for Brian Barone at SEI, including work email, phone, and LinkedIn data when available.
Brian Barone holds Bachelor Of Science (Bs), Business Administration And Management, Quantitative Techniques from Elizabethtown College.
Brian Barone is listed with skills including Financial Services and Services.
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