Jerry Winchester Email & Phone Number
Director, Sales @ SEI
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Jerry Winchester Location
- New York, NY, US
Jerry Winchester Work
- Director, Sales @ (April 2026 - Present)
- Managing Director, State Street Alpha @ (August 2020 - August 2026)
- Managing Director, Global Head of Sales, Alpha Data Platform and Service (DataGX) @ (October 2014 - August 2020)
- Senior Executive, Global Sales Organization @ (January 2013 - January 2014)
- Director, Sales. Albridge Solutions (a BNY company and Pershing affiliate) @ (January 2001 - January 2013)
- Business Development Manager @ (January 1998 - January 2001)
Jerry Winchester Education
- West Chester University of Pennsylvania
Bachelor of Science (BS) (Economics)
Jerry Winchester Skills
- C-Level Relationships
- Business Strategy
- Generative AI
- Account Management
- Business Relationship Management
- Sales Management
- Financial Services
- Enterprise Software
- Selling
- Investments
- New Business Development
- Wealth Management
- Business Development
- Mutual Funds
- Start-ups
- Portfolio Management
- Product Marketing
- Asset Management
- Sales
- Securities
- Lead Generation
- Relationship Management
- Banking
- Product Management
- Alternative Investments
- Marketing
- Investment Advisory
- Executive Management
- SaaS
- Asset Allocation
- Financial Planning
- FINRA
- Solution Selling
- Performance Management
- Data Aggregation
- Investor Reporting
- Transfer Agency
- Custodial Services
- Data Reconciliation
- Strategic Financial Planning
- Preparing Business Cases
- Financial Modeling
- Order Management
- Salesforce.com
- Document Imaging
- Big Data Analytics
- Risk Analytics
- Trading
- Strategic Vision
- New Business Opportunities
- Series 7
- Series 24
- Series 63
- Securities Lending
- Cost Basis Reporting
- Start Ups
- Microsoft Office
- Microsoft Word
- Change Management
- Strategic Financial
- Fiserv
Jerry Winchester Summary
- Jerry Winchester, based in New York, NY, US, is currently a Director, Sales at SEI. Jerry Winchester brings experience from previous roles at State Street, Fiserv and BNY Pershing. Jerry Winchester holds a Bachelor of Science (BS) in Economics @ West Chester University of Pennsylvania. With a robust skill set that includes C-Level Relationships, Business Strategy, Generative AI, Account Management, Business Relationship Management and more. Jerry Winchester has 2 mobile phone numbers on RocketReach.
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