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@seic.com
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2 phones found area 610
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Sue West is listed as Officially Retired But Open to Projects at SEI Investments, a with 3250 employees, based in Oaks, Pennsylvania, United States. AeroLeads shows a work email signal at seic.com, phone signal with area code 610, and a matched LinkedIn profile for Sue West.
Sue West previously worked as Officially Retired But Open to Projects at Self-Employed and Director, SEI Private Wealth Managment at Sei Investments. Sue West holds Ba, Mathematics from Shippensburg University Of Pennsylvania.
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AeroLeads found 1 current-domain work email signal for Sue West. Compare company email patterns before reaching out.
Helping people make better decisions around their wealth and caring deeply that they each succeed. I use my knowledge of both the needs of end-consumers and institutional investors, together with my deep investment and wealth management background, to create solutions that enable clients to succeed in meeting their unique wealth objectives.Specialties: Innovation, research and developmentWealth managementFinancal advice processesOnline financial advice and social platformFinancial planning technology systemsInvestment managementAsset allocationAlternative investmentsAsset/liability analysis for institutions and ultra high net worth investors
Listed skills include Financial Services, Services, Wealth Management, and Investments.
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Projects related to outsourced CIO, private wealth management, advisory solution and investment strategy technology welcome!
Oaks, Pa
-Drive new revenue sources through idea generation, research and development and execution of new wealth management solutions for wealthy families. -Solutions include financial management, investment management and legacy which are delivered on a direct basis to HNW and Ultra-HNW individuals and families-Solutions created for indirect distribution through intermediaries such as private banks, investment advisors and family offices-Current start-up e-commerce for delivery of online investment advice and products for the mass affluent.-Online peer-to-peer social community and learning strategy in R&D phase
Managed a team of investment professionals responsible for researching the role of private equity and hedge funds in a portfolio; creation of SEI's first generation hedge fund of fund and private equity fund of fund products, including portfolio construction and research and selection of investment managers, ongoing portfolio management.
Built and managed a global team providing asset allocation research and global capital markets research; asset/liability modelling for institutional investors and ultra high net worth clients located in US, Canada, UK and South Africa. Research led to creation of asset allocation strategies for SEI clients worldwide as well as creation of SEI's first generation tax-managed strategies. Provided investment policy consulting services to defined benefit pension plans and endowments and foundations.
Actuarial specialist, focused on providing actuarial valuations and asset/liabiltiy forecasting for defined benefit plans and retiree-medical plans.
Other employees you can reach at seic.com. View company contacts for 3250 employees →
Griffin Fitzgerald
Colleague at Sei InvestmentsGreater Philadelphia, United States
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Gina Arthrell-Fitch
Colleague at Sei InvestmentsLondon, England, United Kingdom
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Shakir Ullah
Colleague at Sei InvestmentsAjman Emirate, United Arab Emirates
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William Norwood
Colleague at Sei InvestmentsPhiladelphia, Pennsylvania, United States
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Karen Sei
Colleague at Sei InvestmentsSan Luis Potosí, Mexico
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Martin Gobbo
Colleague at Sei InvestmentsGreater Philadelphia, United States
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Chrissy Mccloskey
Colleague at Sei InvestmentsOaks, Pennsylvania, United States
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Carlos Figueroa
Colleague at Sei InvestmentsArgentina
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Davis Heckman
Colleague at Sei InvestmentsState College, Pennsylvania, United States
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Samuel Adams
Colleague at Sei InvestmentsReading, Pennsylvania, United States
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Quick answers generated from the profile data available on this page.
Sue West works for SEI Investments.
Sue West is listed as Officially Retired But Open to Projects at SEI Investments.
AeroLeads has found 1 work email signal at @seic.com for Sue West at SEI Investments.
AeroLeads has found 2 phone signal(s) with area code 610 for Sue West at SEI Investments.
Sue West is based in Oaks, Pennsylvania, United States while working with SEI Investments.
Sue West has worked for Self-Employed, Sei Investments, and Towers Perrin.
Sue West's colleagues at SEI Investments include Griffin Fitzgerald, Gina Arthrell-Fitch, Shakir Ullah, William Norwood, and Karen Sei.
You can use AeroLeads to view verified contact signals for Sue West at SEI Investments, including work email, phone, and LinkedIn data when available.
Sue West holds Ba, Mathematics from Shippensburg University Of Pennsylvania.
Sue West is listed with skills including Financial Services, Services, Wealth Management, and Investments.
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