Whitney Webb Email & Phone Number
Legal Services Manager - Money Managers Legal @ SEI
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Whitney Webb Location
- Collegeville, PA, US
Whitney Webb Work
- 2011 -now Legal Services Manager - Money Managers Legal @
- 2008 -2011 Dealer Agreement Specialist @
- 2008 -2011 Investor Services Representative @
- 2006 -2008 Mutual Funds Trading-Back Office @
Whitney Webb Education
- Saint Joseph's University
Certificate (Accounting)
2010-2011 - University of Pittsburgh
BSBA (Marketing)
1999-2003
Whitney Webb Skills
- Mutual Funds
- Investments
- Series 7
- Series 63
- Hedge Funds
- ETFs
- Trading
- Securities
- Accounting
- Financial Services
- Alternative Investments
- Asset Allocation
- Wealth Management
- Bloomberg
- Equities
- Financial Analysis
- Risk Management
- Relationship Management
- Investment Advisory
- Investment Strategies
- Fixed Income
- FINRA
- Banking
- 401k
- 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 Mutual Funds, Investments, Series 7, Series 63, Hedge Funds and more. Whitney Webb has 4 emails and 3 mobile phone numbers on RocketReach.
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