Kelly Kleinschmidt
National Accounts at SEI
- Role
- National Account Manager at SEI
- Location
- Philadelphia, PA, US
- LinkedIn followers
- 500 followers
About Kelly Kleinschmidt
Experienced Internal Account Executive with a demonstrated history of working in the financial services industry. Sales professional with a dual Bachelor\'s degree focused in Finance and Economics from West Chester University of Pennsylvania.At SEI, we believe that everyone deserves access to objective financial advice. This way, individuals and families can create safer, more secure financial futures and live better lives. Independent Advisor Solutions by SEI helps make the possible, strengthening independent advisors through the indispensable and transformative combination of intuitive technology, investment flexibility and practice management services.With a history of innovation, financial strength and corporate stability, we have been serving the independent financial advisor market and the clients who depend on them for more than 25 years.
Experience
National Account Manager
Mar 2023 — Present · Oaks, PA, US
Education
West Chester University of Pennsylvania
Bachelor of Science (B.Sc.), Finance and Economics
2013 — 2017
Skills
- Leadership
- Microsoft Office
- Customer Service
- Microsoft Word
- Powerpoint
- Microsoft Excel
- Social Media
- Teamwork
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