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Regional Director -- Private Wealth Management @SEI
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WORK HISTORY
Regional Director -- Private Wealth Management @SEI
Denver, CO, US
Responsible for crafting and delivering customized distribution strategies for the previously untapped Western region, leveraging partnerships with national law firms, Big Four accounting, local boutique practices, and key industry influencers. Initiated cross-selling strategies across SEI Private Wealth, Archway, Novus, and Institutional divisions, fostering collaborative relationships and dismantling silos.
EDUCATION
University of Massachusetts Lowell
BS, Finance
ABOUT MARK RICKETSON
Regional Director @ SEI | Chartered Advisor in Philanthropy
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