Frank Byrd
About Frank Byrd
Frank Byrd is the Managing Director of the Sales and Experience Team at SEI in Oaks, Pennsylvania, with over 20 years of experience at SEI and a strong background in financial services.
Current Role at SEI
Frank Byrd is currently the Managing Director of the Sales and Experience Team at SEI in Oaks, Pennsylvania. In this role, he leverages his extensive experience in financial services and regional leadership. He is responsible for leading sales initiatives and enhancing client experiences through strategic planning and execution.
Professional Background
Frank Byrd has a robust professional background with over 20 years at SEI Investments. He has held various roles including Regional Director in both Oaks, PA, and Michigan. Before his current role, he served as Regional Director from 2007 to 2022 in Oaks, PA, and from 2000 to 2003 in Michigan. His experience extends to other financial institutions like Genworth Financial, where he was a Regional Consultant from 2005 to 2007, and Nationwide Financial, where he held the position of Regional Vice President from 2003 to 2005.
Educational Background
Frank Byrd holds a Master of Business Administration (MBA) with a focus on Finance and Marketing from Villanova University, obtained between 1992 and 1996. He also holds a Bachelor of Science (BS) in Finance and Financial Management Services from the University of Richmond - Robins School of Business, acquired from 1987 to 1991. Additionally, he completed his high school education at Devon Prep HS from 1983 to 1987.
Key Contributions at SEI
One of Frank Byrd's significant contributions at SEI includes playing a crucial role in the development and implementation of SEI's Independent Advisor Solutions. This program provides turnkey wealth management services, showcasing his expertise in outsourced investment strategies, administration, and technology platforms.
Experience in Financial Services
Frank Byrd has a strong background in financial services, highlighted by his roles at Genworth Financial and Nationwide Financial. At Genworth Financial, he worked as a Regional Consultant for two years, and at Nationwide Financial, he served as Regional Vice President in the Greater Philadelphia Area for another two years. His career began with a seven-year stint at RTE as Regional Vice President, displaying a solid foundation in financial management and leadership.