Alex Cohen

About Alex Cohen

At SEI, 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.

Experience

1. Internal Account Executive

   SEI

   Apr 2021 — Present · Oaks, PA, US

   Help independent financial advisors run more efficient and profitable businesses, by improving internal processes and leveraging SEI’s technology and investment solutions.• Areas of expertise include the development and implementation of business growth initiatives, marketing plans, systematized client relationship management plans, and business technology solutions.• Manage a territory across the Mid-Atlantic region with a Regional and Managing director, comprised of both new and existing relationships within the independent RIA and Broker Dealer affiliated segments.• Cultivate new and strengthened existing client relationships by assisting in all parts of the value chain - from the individual investor, to the advisor intermediary, to final implementation by leading global institutional money managers.• Advise on the sale and implementation of SEI\'s cloud-based advisor technology platform, as well as, complex high net worth case work, financial planning, and investment portfolio design implemented through mutual funds, ETFs, and separately managed account portfolios.• Perform in-depth investment analysis on the basis of asset allocation, risk, sector, and industry exposure, in order to restructure institutional and high net worth portfolios.

Education

• Dickinson College

  Bachelor of Arts - BA, International Business, Senior

  2017 — 2021