Jay Hilario
Alternative Investments Fund Services
- Role
- Operations Analyst at SEI
- Location
- Philadelphia, PA, US
- LinkedIn followers
- 500 followers
OperationsView LinkedIn profile
Experience
Operations Analyst
Dec 2024 — Present · Oaks, PA, US
Education
Warnborough College
Bachelor of Business Administration - BBA
The American College of Financial Services
(In Progress) Financial Services Certified Professional
2020
Skills
- Buy-Sell Agreements
- Ira Rollovers
- Gifting Strategies
- Estate Planning
- Wealth Preservation Planning
- Business Insurance
- Retirement
- Multi-Generational Wealth Transfer
- Business Networking
- Education Funding
- Customer Service
- Insurance
- Personal Finance
- Term Life Insurance
- Retirement Planning
- 401k Rollovers
- Networking
- Health Insurance
- Annuity Sales
- Sales
- Multi-Generational Planning
- Asset Protection
- Legacy Planning
- Lifetime Income Strategies
- Life Insurance
- Team Building
- Iras
- Leadership
- Permanent Life Insurance
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