Kristin Josephs
Strategic Business Integration Project Director @SEI
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WORK HISTORY
Strategic Business Integration Project Director @SEI
EDUCATION
University of Scranton
BS, Marketing
ABOUT KRISTIN JOSEPHS
Over my career, I’ve had the opportunity to expand my knowledge base of the financial industry. My time at Fidelity Investments gave me the opportunity to obtain various licenses as well as begin my base knowledge of investments and working with clients.My time at SEI has allowed me to expand that investment knowledge base while switching gears to working directly with independent financial advisors. SEI also gave me the opportunity to move into a role where I assist in multiple areas – developing and expanding our product offering, launching and supporting partnerships and programs. I love working with the SEI team, our partners and helping our advisors. https://seic.com/social
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