Jay Hilario

Alternative Investments Fund Services

Role
Operations Analyst at SEI
Location
Philadelphia, PA, US
LinkedIn followers
500 followers

Experience

  1. Operations Analyst

    SEI

    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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Jay Hilario — Operations Analyst at SEI in Philadelphia, PA, US | Unifers