Directory
>
Thomas Valerio
Thomas Valerio
Managing Director | SEI
Philadelphia, Pennsylvania, United States
Thomas Valerio
Summary
Thomas Valerio is a seasoned professional with extensive experience in asset management and banking, currently serving as the Managing Director at SEI's Global Private Banking & Wealth Management. He specializes in driving strategic goals for wealth management firms and banks, focusing on enterprise-level services that enhance client satisfaction and organizational efficiency. With a strong background in project management and cross-functional team navigation, Thomas has a proven track record of delivering innovative solutions that contribute to client success. He holds a Bachelor's degree in Economics from The Johns Hopkins University and has held various roles within SEI, showcasing a long-term commitment to the organization. His experience spans from client service to product development, highlighting his versatility in the financial services industry. Thomas is passionate about leveraging technology to optimize service delivery and improve client outcomes.
Thomas Valerio
Work Experience
Managing Director at
SEI
January 2023 - Present
Relationship Manager - US Banking at
SEI
February 2014 - June 2023
Client Service Professional - US Banking at
SEI
November 2012 - January 2014
Product Development - Asset Management - Global Wealth Services at
SEI
March 2011 - November 2012
Business Change Management - Global Wealth Services at
SEI INVESTMENTS (ASIA) LIMITED
August 2007 - February 2011
Intern at
AstraZeneca
January 2006 - January 2006
Thomas Valerio
Education
Johns Hopkins University, Bachelors
January 2003 - January 2007
Frequently Asked Questions about Thomas Valerio
What is Thomas Valerio email address?
Thomas Valerio's primary email address is **************@seic.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Thomas Valerio work for?
Thomas Valerio is a Managing Director at SEI, a company specializing in Monetary Authorities-Central Bank.
Where Thomas Valerio graduated from?
Thomas Valerio holds a degree in Economics from Johns Hopkins University.
How can I directly contact Thomas Valerio?
To contact Thomas Valerio directly, you can use the email address **************@seic.com. Complete contact information is available upon registration with Muraena.
Who is Thomas Valerio?
Thomas Valerio is a seasoned professional with extensive experience in asset management and banking, currently serving as the Managing Director at SEI's Global Private Banking & Wealth Management. He specializes in driving strategic goals for wealth management firms and banks, focusing on enterprise-level services that enhance client satisfaction and organizational efficiency. With a strong background in project management and cross-functional team navigation, Thomas has a proven track record of delivering innovative solutions that contribute to client success. He holds a Bachelor's degree in Economics from The Johns Hopkins University and has held various roles within SEI, showcasing a long-term commitment to the organization. His experience spans from client service to product development, highlighting his versatility in the financial services industry. Thomas is passionate about leveraging technology to optimize service delivery and improve client outcomes.
Thomas`s contact details
**************@seic.com
Colleagues
Managing Director
Managing Director, Business Development
Managing Director
Managing Director
Managing Director, Accounting & Operations
Senior Technology Director
Executive Director, Client Portfolio Management
Managing Director - Advisor Business Platform
Executive Vice President at SEI and Head of SEI’s Investment Manager Services division
Chief Risk Officer (CRO)