Heather leads the portfolio management experience for SEI’s independent advisor business. She manages the product throughout its lifecycle, gathering and prioritizing product and client requirements, defining the product strategic vision, taking into account competitive analysis, and working closely with development teams to deliver products that enhance the advisor experience.
Heather joined SEI in 2016. Prior to SEI, Heather worked at Pershing for more than 10 years, where her experience ranged from money manager operational support to management of the operations team to relationship management for money manager and broker-dealer firm clients.
Heather earned a bachelor’s degree in public relations with minors in business and communication arts and sciences from Pennsylvania State University. She currently holds FINRA series 7 and 63 licenses.