Lisa Penn's Location
Wayne, PA, US
Lisa Penn's Work
- Director of Coaching - SEI Wealth Platform and Operations @ SEI
- Managing Director @ SEI
- Professional Development Manager @ SEI
- Relationship Manager @ SEI
- Service Professional @ SEI
- Auditor @ Continental Bank
Lisa Penn's Education
- Saint Joseph's University
(Accounting)
1981 - 1985
Lisa Penn's Skills
- Financial Services
- Investments
- Wealth Management
- Mutual Funds
- Asset Management
- Portfolio Management
- Management
- Banking
- Securities
- Relationship Management
Lisa Penn's Summary
Lisa Penn, based in Wayne, PA, US, is currently a Director of Coaching - SEI Wealth Platform and Operations at SEI, bringing experience from previous roles at SEI. Lisa Penn holds a 1981 - 1985 Saint Joseph's University. With a robust skill set that includes Financial Services, Investments, Wealth Management, Mutual Funds, Asset Management and more, Lisa Penn contributes valuable insights to the industry. Lisa Penn has 1 email on RocketReach.
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