Mercy Iverson
Account Manager
Area Of Expertise
Client service delivery
Investment & operational support
HNW household servicing
Mercy joined SEI in 2018 and brings 20+ years of experience in client focused financial services, supporting both internal partners and high‑net‑worth households.
She works closely with client relationship teams and her attention to detail and collaborative approach ensure a seamless client experience across investment, reporting, and operational needs.
She plays a key role in ensuring client service needs are handled accurately, efficiently, and in alignment with SEI’s goals‑based wealth management approach.
Mercy holds a Political Science degree from the University of Washington.
