Caitlin Reed
About Caitlin Reed
Caitlin Reed is the Operations Director - Investor Servicing at SEI, where she has worked for over a decade, progressing through various roles in investor servicing.
Operations Director at SEI
Caitlin Reed holds the position of Operations Director - Investor Servicing at SEI, a role she has been in since June 2020. In this capacity, she oversees various aspects of investor servicing operations, ensuring efficient processes and strong client relationships. Caitlin's responsibilities include managing teams, optimizing workflows, and steering strategic initiatives within the department.
Extensive Experience in Investor Servicing
Caitlin Reed has over a decade of experience in investor servicing, working her way up through several roles at SEI. She started as an Investor Services Analyst in 2010 and quickly progressed through positions including Senior Analyst, Supervisor, and Operations Manager before becoming the Operations Director. Her career trajectory at SEI highlights her deep knowledge and expertise in investor servicing.
Professional Journey at SEI
Caitlin Reed's professional journey at SEI began in 2010 as an Investor Services Analyst. She was promoted to Senior Analyst in 2012, a position she held for six months before moving up to Supervisor, a role she served in until 2015. From 2015 to 2020, she worked as Operations Manager - Investor Servicing, further solidifying her expertise and leadership in the field. Caitlin's consistent career growth at SEI demonstrates her strong performance and commitment to the company.
Education Background in Business Administration
Caitlin Reed studied at Susquehanna University, where she pursued a Double Major in Marketing and Global Management, complemented by a Minor in Economics. She graduated with a B.S. in Business Administration in 2009. Her academic background provides a solid foundation in both marketing and management, essential skills for her current role in operations and investor servicing.