Logan Schwartz
Account Executive at SEI Independent Advisor Solutions
- Role
- Account Executive, Sei Independent Advisor Solutions at SEI
- Location
- Philadelphia, PA, US
- LinkedIn followers
- 500 followers
About Logan Schwartz
Honor\'s College double major in Finance and Financial Planning & Wealth Management with…
Experience
Account Executive, Sei Independent Advisor Solutions
Jun 2022 — Present
Provides wealth management services to over 250 independent broker-dealer affiliated and registered investment advisory firms, covering over $7B in AUM/AUA.• Supports independent financial advisors with a comprehensive and integrated financial advice structure to help power wealth, build community, and protect futures for advisors and their clients.• Develops and implements customized investment plans, assists with financial planning case design, and provides scale for advisory firms.
Education
University of Delaware - Lerner College of Business and Economics
Bachelor of Business Administration - BBA, Accounting and Finance
2018 — 2022
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