Lisa Penn
Director of Coaching - SEI Wealth Platform and Operations
- Role
- Director of Coaching - Sei Wealth Platform and Operations at SEI
- Location
- Wayne, PA, US
- LinkedIn followers
- 500 followers
Experience
Director of Coaching - Sei Wealth Platform and Operations
Mar 2016 — Present
Education
Saint Joseph's University
Accounting
1981 — 1985
Skills
- Relationship Management
- Securities
- Wealth Management
- Portfolio Management
- Management
- Investments
- Banking
- Mutual Funds
- Asset Management
- Financial Services
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