I work within the Asset Management Distribution team at SEI Asset Management. At SEI, we work with advisory businesses from across the country in supporting them through a range of our solutions from our Asset Management to Adviser Technology. Prior to SEI, I spent almost 6 years with Fidelity International. In my time with Fidelity I covered a number of roles, with the most recent being the position of Relationship Manager within their Wealth Department. This role consisted of delivering support, guidance and investment information to Fidelity’s High Net worth private clients.
William joins Simon on Money Talk on Friday the 2nd of February 2018.