SEI
Our Relationship Manager
T.J.
New Accounts
Who is Rachel?
Tallest
Who is Chewy?
Who was our last Director?
Rob
WMAS Department phone list
Where is The Vault- The Department page- under Department Information?
Shareholder Inquiries
Who is Danielle?
Can't live without Coffee
Who is Mickey?
WMAS Bulletin
Where is The Vault - Wealth Management & Advisory Services homepage?
Who does SEI use as a price Vendor?
IDC and Bloomberg
Closing Accounts
Who is Kim T?
Traitor to the department
Who is Linda M? Leaving us, :(
WMAS Disaster Recovery Plan
Where is The Vault - WMAS - Department Information page?
Non-Profit clients
Who is Mick Buller?
Works in a swim suite
Who is Joella?
Historical List of Closed Accounts
Where is The Vault - Support Services page under Support Services Frequently Used Materials?
Attorneys
Who are Andy, Bill, Kristin, Alicia, John, Sarie, Danielle, Tim, Twig and Amy?
TRN
Who are Kim, Maggie, Mickey, Danielle, Rachel, Linda M?
PMG Forms
Where is the Vault - WMAS Forms Library?