Chris Rebman
About Chris Rebman
Company
Chris Rebman is currently working at SEI Investments. His roles at the company include Relationship Manager and Account Director based in Montgomery County, Pennsylvania, United States. He has been with SEI Investments since November 2008, bringing expertise in managing relationships with Advisors' Inner Circle and ETF clients.
Title
Chris Rebman holds the titles of Relationship Manager and Account Director at SEI Investments. His responsibilities include ensuring that clients receive a world-class experience consistent with SEI's Client Experience Principles. He acts as a liaison with clients and internal and external support teams to enhance client relationships and manages mutual fund budgets and profitability.
Education and Expertise
Chris Rebman studied at Saint Joseph's University - Erivan K. Haub School of Business where he achieved an MBA in Management from 2006 to 2009. He also holds a BA in Business Administration from Franklin & Marshall College, completed between 1989 and 1993. His professional qualifications include multiple FINRA licenses such as Series 4, 7, 9, 10, 24, and 66.
Previous Positions
Before his current roles at SEI Investments, Chris Rebman served as Regional Sales Director at the same company from 2007 to 2008. Prior to SEI Investments, he worked at H & R Block Financial Advisors as a Regional Sales Supervisor from 1994 to 2007, and as a Financial Advisor from 1994 to 1997.
Professional Responsibilities
At SEI Investments, Chris Rebman is responsible for managing relationships with fund service providers including transfer agents, custodians, fund counsel, and auditors. He oversees mutual fund board presentations and has experience in product development for mutual funds and ETFs. His role involves managing the profitability of mutual funds, along with their budgets.