Mike leads the National Accounts team for SEI’s independent advisor business, supporting more than 200 independent broker-dealer relationships across the U.S. His team manages the platform, investment management distribution, and strategic relationships with our broker-dealer strategic partners.
Prior to his current role, Mike served as a regional director responsible for business consulting, marketing, and relationship management supporting independent financial planners and wealth advisors in the midwest region. Previously, Mike was a regional director of SEI’s Private Bank and Trust division, covering the midwest. He began his career at SEI in 1996. Before joining SEI, Mike served in a business development role for a Philadelphia-based institutional asset management firm.
Mike earned a bachelor’s degree in political science from St. Joseph’s University. He holds a FINRA Series 65 license.