Sales and Service Contacts
Southeast Region
Here’s the roster of your main points of contact at SEI. These professionals will work
together to help you win new business, maintain existing relationships, become
knowledgeable about SEI’s strategies and solutions, and grow your business. If you
have any questions about how each of us will support you, please reach out to us
today. Below we explain our team structure and specific roles in working with you.
Managing Director
Internal Account Executive
›› Responsible for overall sales and service
in the region
›› Answers investment-related questions
›› Directs the allocation of resources to support
your business growth
›› Provides product and strategy knowledge
›› Directs the team that supports you in utilizing SEI’s
advisor solutions, including:
›› Provides Investment Policy Statement support
–– Investment solutions
–– Administrative and technology solutions
–– Practice management solutions
Regional Director/
Relationship Manager*
›› Meets with you face-to-face for:
–– A better and deeper understanding of SEI
–– Practice management and marketing planning
–– Individual consulting—role-playing, presenting
your value proposition, winning cases together,
and growing your practice
›› End-client meetings
–– Help you demonstrate how to present SEI and
integrate the SEI story into your value proposition
›› Leverages SEI’s investment expertise
›› Helps with proposals and case analysis
›› Assists with marketing communications and
research
›› Keeps you up to speed on SEI—products, services,
strategies and tactics
Advisors
›› For fast and effective service, please authenticate
by entering the last five digits of your SEI
BusinessBuilder ID
›› Next, enter the last four digits of your Social
Security Number
›› Choose Option 2, for Sales and Case Support
To contact the SEI Advisor Network,
call 1-800-SEI-1003 (1-800-734-1003)
–– Access SEI resources for you as needed
›› Group meetings, including:
–– Lunch-and-learns
–– Office staff meetings
–– Industry presentations
–– Client appreciation events
* Regional Director (New Business Relationships) / Relationship Manager (Existing Client Relationships)
Sales and Service Contacts Southeast Region
Contacting Your SEI Private Trust Company Representative
To contact the SEI Private Trust Company for the information you need to successfully sell and service SEI products
and programs, call 1-800-SEI-1003 (1-800-734-1003), Option 1, for Operational and Administrative Support
SEI Private Trust Company,
New Business Service Consultant
›› Account administration and operational calls
–– Processing guidelines and operational questions (transactions/forms library/account- and practice-level
reporting)
–– Account opening and servicing issues, account paperwork, transfer paperwork, withdrawal requests, account
changes and modifications, statements & reports, technical issues, account balances, prices & yields, IRAs,
and status of paperwork
›› Procedures
–– Transfer cutoffs & ACAT procedures
–– All forms and paperwork
–– Bulk trade process and processing
–– External funds and assets transfer procedures
–– Investor website set up
–– Year-end and tax form updates
Hours of Operation
SEI Client Services
8:30 a.m.–6:00 p.m. EST
SEI Private Trust Company Service Teams
8:30 a.m.–7:00 p.m. EST
To access SEI 24 hours a day, you can log on to seibusinessbuilder.com
Why authenticate?
›› Initially you are on a recorded line with voicemail menu
›› Authenticating provides a direct connection to your New Business
Service Team member on the first try
›› Without it, the system has no idea who you are and your phone
call will be placed at the back of the queue (longer wait)
›› Authentication also gets your profile on the Consultant’s computer
screen, helping facilitate a timely response and solution
Sales and Service Contacts Southeast Region
PA
NH
VT
ME
W. VA
Y
MA
VA
RI
CT
NJ
MD
TN
NC
MD
DE
SC
DE
D.C.
AL
D.C.
GA
FL
Southeast Region
AL, GA, SC, TN
FL, PR
DE, DC, MD, VA, NC
Regional Director
Abbie Reichenbach
(610) 676-3401
[email protected]
Regional Director
Brian Barone
(610) 676-4600
[email protected]
Regional Director
Jim Boylan
(610) 676-2280
[email protected]
Internal Account Executive
Jack Meigs
(610) 676-3621
[email protected]
Internal Account Executive
Jack Meigs
(610) 676-3621
[email protected]
Internal Account Executive
Conor O’Brien
(610) 676-4538
[email protected]
Internal Account Executive
Matthew Brady
(610) 676-2750
[email protected]
Relationship Manager
(not including SW GA & AL)
Tim Gregory
(610) 676-3522
[email protected]
Relationship Manager
(including SW GA & AL)
Jared Skurla
(610) 676-3845
[email protected]
Relationship Manager
(DE, DC, MD)
Matt Stack
(610) 676-2733
[email protected]
Relationship Manager
Matt Stack
(610) 676-2733
[email protected]
Internal Account Executive
Benjamin Packer
(610) 676-2391
[email protected]
Internal Account Executive
Benjamin Packer
(610) 676-2391
[email protected]
Relationship Manager
(NC, VA)
Tim Gregory
(610) 676-3522
[email protected]
Managing Director
Anthony Peracchia
(610) 676-2557
[email protected]
PA, WV
Regional Director
Frank Byrd
(610) 676-1523
[email protected]
Internal Account Executive
Michael Topley
(610) 676-2552
[email protected]
Internal Account Executive
Michael Topley
(610) 676-2552
[email protected]
As of February 24, 2014
1 Freedom Valley Drive
P.O. Box 1100
Oaks, Pa 19456
1-800-734-1003
seic.com/advisors
Information provided by SEI Advisor Network, a strategic business unit of SEI Investments Company (SEI).
Custody services provided by SEI Private Trust Company, a limited purpose thrift and wholly owned subsidiary of SEI Investments Company.
For Financial Intermediary Use Only. Not for Public Distribution.
© 2012-201 3 S E I 1 3 053 1 (04 /1 3 )