Managing Director, SEI Wealth Platform, Asia
Areas of expertise
- SEIís business in Asia and trends in the banking/financial services industry in the region, particularly Hong Kong, mainland China, Singapore and Korea
- The developing QDII market in China
Bill Cassidy is the Managing Director for the SEI Wealth Platform in Asia and is responsible for the companyís operation in Hong Kong.
Bill joined SEI in 1987 as a Bank Sales Representative in San Francisco, California. During his career at SEI, Bill managed teams responsible for current client management and prospective client development in most areas of SEI's business, including investment processing, global fund services, transaction services, and investment distribution programs. Most of his experience has been with SEI's large U.S. bank clients. Prior to his current appointment, he was responsible for SEIís San Francisco operation.
Outside of his career at SEI, Bill has worked extensively with both the "buy-side" and the "sell-side" in automating and improving trading practices through the use of technology.
Bill has also served in technical sales and sales management roles at Bank of America, Bridge Information Systems/Bridge Trading Company, and UNX, Inc.
Bill earned his Bachelor of Arts from The Pennsylvania State University and he is a registered Principal with the National Association of Securities Dealers.