Jake Bucha
OCIO Client Portfolio Manager at SEI
- Role
- Ocio Client Portfolio Manager at SEI
- Location
- Philadelphia, PA, US
- LinkedIn followers
- 500 followers
Experience
Ocio Client Portfolio Manager
Sep 2023 — Present · Oaks, PA, US
Education
Franklin & Marshall College
BA
2006 — 2011
Norristown Area High School
Diploma
2002 — 2006
Skills
- Applicant Tracking Systems
- Customer Service
- Strategic Financial Planning
- Banking
- Mutual Funds
- Series 7
- Life Insurance
- Finance
- New Business Development
- Wealth Management
- Microsoft Word
- Investments
- Microsoft Excel
- Microsoft Office
- Securities
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