SEI
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Kathleen Fox Hall
National Account Manager, Independent Advisor Solutions by SEI
Kathleen is a National Account Manager for the SEI Broker Dealer National Accounts Team and is responsible for developing and maintaining strategic relationships at the national and regional level with providers of financial advisory, investment consulting, and investment management services. Kathleen has been with SEI since 2006.
Phone: 610-676-2977
Email: [email protected]
Caitlin Hanisco
National Account Manager, Independent Advisor Solutions by SEI
Phone: 610-676-2665
Email: [email protected]
ABOUT SEI
Independent Advisor Solutions by SEI. We provide a total flexible, end-to-end business solution that helps advisors save time, increase revenues and differentiate themselves in the market. Powered by the SEI Wealth Platform, we bring together the services you need so you can spend more time with clients and less time managing operations and technology. Goals Based Investment options are available direct with SEI as well as through Cambridge’s CAAP Platform. Independent Advisors Solutions by SEI: Technology that supports you. Investments that empower you. Practice Management that differentiates you. Reach out today to learn more!