Dealer Agreement Specialist @ (January 2008 - January 2011)
Investor Services Representative @ (January 2008 - January 2011)
Mutual Funds Trading-Back Office @ (April 2006 - May 2008)
Whitney Webb Education
Saint Joseph's University
Certificate (Accounting)
2010-2011
University of Pittsburgh
BSBA (Marketing)
1999-2003
Whitney Webb Skills
401k
Accounting
Alternative Investments
Asset Allocation
Banking
Bloomberg
ETFs
Equities
FINRA
Financial Analysis
Financial Services
Fixed Income
Hedge Funds
Investment Advisory
Investment Strategies
Investments
Mutual Funds
Relationship Management
Risk Management
Securities
Series 63
Series 7
Trading
Wealth Management
Distribution
Finance
Strategic Planning
Microsoft Word
Legal Research
Administration
Legal
Training
Business Strategy
Management
Services
Whitney Webb Summary
Whitney Webb, based in Collegeville, PA, US, is currently a Legal Services Manager - Money Managers Legal at SEI. Whitney Webb brings experience from previous roles at SEI. Whitney Webb holds a 2010 - 2011 Certificate in Accounting @ Saint Joseph's University. With a robust skill set that includes 401k, Accounting, Alternative Investments, Asset Allocation, Banking and more. Whitney Webb has 4 emails and 3 mobile phone numbers on RocketReach.
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