• Established and maintained all Integrations - Research and vet out the latest fintech to use within Firm (i.e.: Orion, Eclipse, Pontera, eMoney, Riskalyze, Redtail, RIA in a Box, FIX Flyer, Precise FP, BluePay, ByAllAccounts, DST Vision, Box). Setup and manage custodial integrations (Schwab, TD AmeriTrade, Ascensus, SEI). • Executed all daily trades for clients per business need (Tax Loss Harvesting, Client Allocation Rebalancing, New Client Onboarding, Old Client Offboarding and Basic Client Needs). Established Investment Model Allocation rules and logic within Orion’s advanced Trading software (Eclipse). Calculated and resolved all trade errors to make clients whole.• Maintained up to date ADV, and 13F reporting information for the SEC. Performed weekly audits to ensure no break in processes.• Maintained segregated client households. Ensured all systems and software are integrated for a customized client experience.• Collaborated with advisors on establishing new workflows and processes to streamline and/or automate all processes.• Created and maintained custom reports (performance, billing, and general business needs). Troubleshot and resolve all performance reporting issues.• Established and maintained fee schedules, pulled all advisory fees and reconcile for advisor compensation. Audited all Investment Advisory Agreements to ensure firm is compliant

• Worked with advisors in the Select Advisor Network, consisting of firms with at least 50 million dollars in AUM at SEI. • Acted as an operational liaison and key point of contact for 11 select firms with a total of 1.2 billion dollars in AUM at SEI within the Midwest, Southwest and Northeast regions, providing active daily support and advice on ways to better use SEI products to grow their business. • Provides operational training on using SEI Business Builder, Performance Station Browser, Wealth Platform Advisor Desktop, and best practices for using SEI products. • Actively worked with regional sales teams to solve operational issues for clients within the Select Advisor Network. • Provided informative knowledge and training on Separately Managed Accounts to clients and internal employees.

• Responsible for providing account and operational management to clients within the Advisor Network through extensive daily support and interaction. • Worked with the market unit sales staff and SEI Private Trust Company to coordinate client investment activities. • Educated clients and assisted them in implementing the best possible practices to more effectively use Middle Office products and services to meet their business needs. • Identified advisor related processing issues to ensure accurate completion of requests and provide value added servicing.