Elizabeth Moyer
About Elizabeth Moyer
Current Role at SEI
Elizabeth Moyer currently serves as Mutual Fund Analyst III at SEI, headquartered in Oaks, PA. She has held this position within the Global Wealth Platform for nearly a decade, having joined the organization in December 2014. In this role, she focuses on analyzing mutual funds and providing valuable insights to the global wealth management platform.
Previous Experience at Vanguard
Elizabeth Moyer worked at Vanguard in 2014 as a Problem Resolution Associate for a brief period of 2 months. Located in Malvern, PA, she was responsible for addressing and resolving client issues, ensuring a high level of customer satisfaction during her tenure.
Roles at Univest Bank and Trust Co.
Elizabeth Moyer's extensive experience at Univest Bank and Trust Co. spans several roles from 2008 to 2014. She started as a Sales & Service Representative in Telford, PA, and later held multiple positions including Retail Banking Regional Specialist, Consumer Banking Metrics Specialist, and Client Services Support Specialist in different areas, such as Doylestown and Souderton. Her last role at Univest was as Assistant Trust Administrator in the Trust & Wealth Management Division.
Senior Role at Santander Bank, N.A.
Between 2006 and 2008, Elizabeth Moyer served as a Sr. Personal Banking Representative at Santander Bank, N.A. This role involved providing high-level banking services, ensuring client needs were met efficiently, and supporting the bank's retail operations.
Educational Background
Elizabeth Moyer studied Political Science at Albright College, where she earned a Bachelor of Arts degree. Her four years of education, from 2002 to 2006, provided a solid foundation in political theory and practice, equipping her with analytical skills beneficial for her subsequent roles in financial services.