Jonathan Dwyer Email & Phone Number
Institutional Relationship Manager @ SEI
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Jonathan Dwyer Location
- Philadelphia, PA, US
Jonathan Dwyer Work
- Institutional Relationship Manager @ (January 2015 - Present)
- Relationship Manager @ MB Advisors (January 2013 - January 2015)
- Senior Associate - Institutional Client Portfolio Management Team @ (January 2008 - January 2012)
- Analyst – Institutional Sales and Consultant Relations Team @ (January 2004 - January 2008)
Jonathan Dwyer Education
- University of Massachusetts Amherst
Bachelor of Arts (B.A.) (Economics)
1999-2003
Jonathan Dwyer Skills
- Alternative Investments
- Asset Allocation
- Asset Management
- Barclays Point
- Bloomberg
- Client Service Oriented
- Client Services
- ClientLogix
- Communication
- Consultant Relations
- Due Diligence
- Equities
- FactSet
- Financial Markets
- Financial Services
- Fixed Income
- Hedge Funds
- Institutional Investing
- Institutional Investments
- Investment Strategies
- Investments
- Markit Hub
- Microsoft Excel
- OCIO
- Portfolio Construction
- Presentation Skills
- Relationship Management
- Relationship Manager
- Request for Proposal (RFP)
- SalesLogix
- Series 6
- Series 63
- Public Speaking
- Portfolio Management
- Marketing
- Training
- Institutional
Jonathan Dwyer Summary
- Jonathan Dwyer, based in Philadelphia, PA, US, is currently a Institutional Relationship Manager at SEI. Jonathan Dwyer brings experience from previous roles at MB Advisors, Income Research + Management and MFS Investment Management. Jonathan Dwyer holds a 1999 - 2003 Bachelor of Arts (B.A.) in Economics @ University of Massachusetts Amherst. With a robust skill set that includes Alternative Investments, Asset Allocation, Asset Management, Barclays Point, Bloomberg and more. Jonathan Dwyer has 3 emails and 1 mobile phone numbers on RocketReach.
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