Jake Ballard
Specialist, RFP (Institutional & Investment Management)
- Role
- Specialist, Rfp (Institutional & Investment Management) at SEI
- Location
- Chester Springs, PA, US
- LinkedIn followers
- 500 followers
About Jake Ballard
Results-driven and detail-oriented RFP Architect/Writer with a strong foundation in institutional marketing and investment management. Skilled in creating structured, persuasive, and client-focused proposals that deliver measurable business value. Experienced in leading and collaborating with cross-functional teams, streamlining proposal processes, and producing winning strategies and impactful responses. Recognized for adaptability, leadership, and consistently delivering high-quality work under pressure.
Experience
Specialist, Rfp (Institutional & Investment Management)
Apr 2026 — Present
Education
The Catholic University of America
Bachelor of Science, Business Administration - BSBA, Strategy, Management and Operations
2017 — 2021
St. Joseph's Prep
High School Diploma, College Preparatory
2013 — 2017
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