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Ted Wozniak, CFA

Ted is responsible for developing and maintaining strategic relationships with large distribution partners, driving sales and revenue growth, and managing AMD’s national sales plan. He brings more than 25 years of financial services experience to the team at SEI.

Prior to joining SEI, Ted served as the Senior Manager of National Accounts for a North American asset management firm, where he oversaw intermediary-driven sales and client initiatives serving private banks, regional broker-dealer advisory platforms and registered investment advisors (RIA). He previously served as the National Investment Director for the RIA & Bank Trust Divisions of RS Investments, also known as Guardian Life.

Ted received his B.S. in finance with an emphasis on mathematics from Kings College. He is a CFA Charterholder and a member of the CFA Institute and The CFA Society of Philadelphia. He also holds his FINRA series 7, 63, 65, and 24 licenses.

Important information:

SEI's Asset Management Distribution Team is a part of the Private Banking business unit of SEI Investments Company.