Caitlin Hanisco Charlton Email and Phone Number
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Caitlin Hanisco Charlton personal email
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Caitlin Hanisco Charlton is a National Account Manager at SEI at SEI. She possess expertise in microsoft office, sales, management, powerpoint, problem solving and 5 more skills.
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National Account ManagerSei Jul 2019 - PresentOaks, PennsylvaniaAs a National Account Manager for Independent Advisor Solutions by SEI, I am responsible for developing and maintaining strategic relationships with Independent Broker Dealers. I am responsible for platform distribution and coordinating practice management, technology and sales initiatives.SEI delivers technology and investment solutions that connect the financial services industry. And we believe in the value of professional financial advice empowering individuals and families to create brave financial futures and live better lives. SEI’s advisor business helps make this possible by strengthening advisors through the transformative combination of intuitive technology, turnkey custody, investment flexibility and actionable practice management services. With a history of innovation, financial strength and corporate stability, we have been serving independent financial advisors and the clients who depend on them for nearly 30 years. -
Internal Account ExecutiveSei Jun 2017 - Jul 2019Oaks, PennsylvaniaSupported independent financial advisors who partner with SEI's business outsourcing solution. Provided case support and investment analysis to help advisors transition assets to SEI, while aiding in practice management, marketing and communication efforts to prospects and clients.
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TutorUniversity Of Scranton Sep 2014 - May 2017Assisted students in Calculus, Statistics, and Accounting to improve their studying and testing ability. -
Financial Analyst - InternHartford Funds May 2016 - Jan 2017Radnor, Pa -
InternBank Of America Merrill Lynch Jun 2015 - Jan 2016Greater Philadelphia Area
Caitlin Hanisco Charlton Skills
Caitlin Hanisco Charlton Education Details
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Finance And Operations Management
Frequently Asked Questions about Caitlin Hanisco Charlton
What company does Caitlin Hanisco Charlton work for?
Caitlin Hanisco Charlton works for Sei
What is Caitlin Hanisco Charlton's role at the current company?
Caitlin Hanisco Charlton's current role is National Account Manager at SEI.
What is Caitlin Hanisco Charlton's email address?
Caitlin Hanisco Charlton's email address is ca****@****ton.edu
What is Caitlin Hanisco Charlton's direct phone number?
Caitlin Hanisco Charlton's direct phone number is (703) 264*****
What schools did Caitlin Hanisco Charlton attend?
Caitlin Hanisco Charlton attended University Of Scranton, Archbishop Wood Catholic High School.
What skills is Caitlin Hanisco Charlton known for?
Caitlin Hanisco Charlton has skills like Microsoft Office, Sales, Management, Powerpoint, Problem Solving, Microsoft Excel, Communication, Microsoft Word, Public Speaking, Research.
Who are Caitlin Hanisco Charlton's colleagues?
Caitlin Hanisco Charlton's colleagues are Harry Dirty, Hu Xiaoshi, Tom Tucker, Robert Iskakson, Nanditha Senthilvel, Zohre Nazimqizi, Alizabeth Pimentel.
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