Chris leads the North Region national sales team for SEI’s independent advisor business. He 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.
Previously, Chris served as a team leader for national broker-dealer relationships and was responsible for developing strategic relationships with providers of financial advisory and investment management product and services. He joined SEI in 1997, working on new business development and then institutional sales. Prior to that, Chris worked at GE, consulting on efficient business practices.
Chris earned a bachelor’s of science in commerce and engineering from Drexel University and an MBA from Villanova University. He holds FINRA Series 24, 7, 65 and 63 licenses and is a member of the New Jersey Chapter of the FPA.