Anthony leads the South Region National Sales Team for SEI’s independent advisor business. He manages a team of sales professionals that help develop and grow strategic relationships with independent financial planners and wealth advisors throughout the country.
Joining SEI in 1997, Anthony has served in a variety of leadership roles including as managing director within the regional and community bank market, team leader for SEI’s small institutional services team supporting advisors, and product manager of SEI’s defined contribution (DC) retirement plans. His most recent role focused on advisory firms in the mid-Atlantic, southeastern, and midwestern U.S. Prior to joining SEI, Anthony consulted on software technology and developing outsourcing solutions for qualified retirement plans.
Anthony earned degrees in mathematics and quantitative analysis from LaSalle University. He currently holds a FINRA Series 65 license.