William Berberich
- Role
- Regional Director at SEI
- Location
- Philadelphia, PA, US
- LinkedIn followers
- 500 followers
About William Berberich
Business Consultant to Fee Based Investment Advisors Strategic thinker with 17…
Experience
Regional Director
Jan 2010 — Present
Currently I work with Independent Advisor Reps in New Jersey, New York and Delaware. I sell a total business solution to advisors in order to help build profitability, efficiency, time, and equity in their businesses. The solution includes a full back office, record keeping, investment products, as well as business consulting services. The goal for SEI is to build assets under management with our strategic advisor partners by positioning those advisors to attract and compete for HNW and institutional assets.
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