William Berberich
Managing Director, Independent Broker-Dealer Channel
Helping independent advisors grow and develop their businesses
Business and technology solutions for advisors
Advisor/client relationships
Bill leads a team of sales professionals that work with financial advisors to help them manage, develop, and grow their businesses. His team is responsible for providing advisors with practice management, marketing consulting, and solutions implementation.
He has been with SEI since 2006 and brings a substantial amount of industry knowledge and investment experience to the financial advisory marketplace. Prior to his employment at SEI, Bill was a Financial Advisor Associate with New England Financial outside of Philadelphia.
Bill graduated with a BA degree in Marketing from Penn State University and a Master of Business Administration in Finance from Villanova University as well. He is a Certified Financial Planner™ and holds the Series 7, 63 and 65.
In his spare time Bill enjoys running and golf, when he’s not busy coaching his children’s sports teams.
