Allie Carey is Global Head of Strategy for SEI Private Banking. In this role, she defines the business unit’s strategic growth plans in collaboration with executive leaders across the company. She is focused on strategic planning, global wealth management industry landscape assessment, global go-to-market strategies, channel partnerships, product/solution strategies and M&A opportunities.
Prior to joining SEI, Allie served as VP of Product Management at AscellaHealth, where she was responsible for identifying new market and revenue opportunities and formulating the product strategy to realize those opportunities .
Previously, Allie served as the Managing Director of Front Office for the Independent Advisor Solutions team at SEI. In this role, Allie was responsible for the design and delivery of the Advisor Business Platform, which supports the growth of over 7,500 independent financial advisors .
Allie earned her Bachelor of Arts degree in international relations from Bucknell University.
Enterprise wealth management services for private banks, independent trust companies, large RIAs, insurance companies, and other wealth management organizations.