Alice Heath
About Alice Heath
Alice Heath is a National Account Manager at SEI with extensive experience in sales, marketing, and finance, holding multiple FINRA licenses and advanced degrees from the University of Limerick and The University of Alabama.
Title
Alice Heath is currently employed as a National Account Manager at SEI. In this role, she manages key national accounts and works to foster and maintain relationships with clients across the country, leveraging her extensive experience in sales and finance.
Background
Alice Heath has a robust career history in the finance and investment industries. She gained valuable experience at Horizon Investments®, where she held several roles from 2014 to 2023, including National Account Manager, Director of Sales Enablement, Marketing Director, Director of Internal Distribution, and Advisor Sales Associate. Her foundational career began with positions at DeeQue LTD and Financial Partners of Louisiana. Alice's diverse roles have provided her with comprehensive knowledge and skills in sales, marketing, and client relationship management.
Education and Expertise
Alice Heath holds a Master of Science (MSc) in Financial Services from the University of Limerick, which she obtained in 2014. She also earned a Bachelor of Commerce (B.Com.) in Finance and Global Business from The University of Alabama in 2012. She has several FINRA licenses, including Series 6, 63, 65, SIE, and 7. Additionally, Alice has earned the Certified Designations MSFS and BFA®. Her education and certifications underscore her expertise in finance and investment management.
Company
Currently, Alice Heath is serving as a National Account Manager at SEI. SEI is recognized for its innovative approach to technology-driven financial solutions. Alice plays a crucial role in maintaining and expanding the company's national client base, focusing on building meaningful relationships and achieving substantial financial goals.
Professional Achievements
Throughout her career, Alice Heath has demonstrated a strong commitment to hands-on leadership and adaptability. She has been instrumental in various roles at Horizon Investments®, including a one-year tenure as National Account Manager. Notably, Alice's passion for helping and serving others has consistently driven her performance, emphasizing the importance of meaningful relationships and achieving larger communal goals.