Allie serves as the Director of Client Experience for Independent Advisor Solutions by SEI. She is responsible for defining and designing the overall client experience delivered by SEI technologies to independent financial advisors and their clients. Additionally, she is the client experience contributor to SEI’s practice management blog, Practically Speaking.
Allie graduated with a B.A. in International Relations from Bucknell University in Lewisburg, PA. In her free time she likes to stay active running on local trails with her husband, son and labradoodle.
Check out the incredible speaker line-up to see who will be joining Allie.
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