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JH

Jay Hilario

Operations Analyst @SEI

Philadelphia, PA, US

EMAILS

j•••••••@seic.com

MOBILE NUMBERS

+12•••••••00

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WORK HISTORY

Dec 2024 — Present

Operations Analyst @SEI

Oaks, PA, US

EDUCATION

N/A

Warnborough College

Bachelor of Business Administration - BBA

2020

The American College of Financial Services

(In Progress) Financial Services Certified Professional

SKILLS

Buy-Sell AgreementsIra RolloversGifting StrategiesEstate PlanningWealth Preservation PlanningBusiness InsuranceRetirementMulti-Generational Wealth TransferBusiness NetworkingEducation FundingCustomer ServiceInsurancePersonal FinanceTerm Life InsuranceRetirement Planning401k RolloversNetworkingHealth InsuranceAnnuity SalesSalesMulti-Generational PlanningAsset ProtectionLegacy PlanningLifetime Income StrategiesLife InsuranceTeam BuildingIrasLeadershipPermanent Life Insurance

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ABOUT JAY HILARIO

Alternative Investments Fund Services

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