Jake Fletcher
About Jake Fletcher
Jake Fletcher is the Senior Director of National Accounts at SEI in the Greater Philadelphia Area, with extensive experience in managing relationships with C-level executives and expertise in various investment vehicles.
Education and Expertise
Jake Fletcher studied Finance at Lehigh University, where he received his B.S. in Business & Economics from 1999 to 2003. He then advanced his education at Saint Joseph's University - Erivan K. Haub School of Business, where he earned an MBA in Finance from 2006 to 2008. With a substantial academic foundation in business and finance, Jake has built specialized expertise in investment vehicles such as SMA, model portfolios, mutual funds, ETFs, overlay trading, and tax management.
Current Role at SEI
Jake Fletcher currently serves as the Senior Director of National Accounts at SEI in the Greater Philadelphia Area. Since joining SEI in 2012, Jake has focused on strategic sales initiatives involving product & research, marketing, technology, and operations. His role revolves around managing relationships with C-level executives in the Broker Dealer, Bank, and RIA markets, aiming to drive substantial growth and innovation within these sectors.
Previous Experience at Quaker Funds, Inc.
Jake Fletcher worked at Quaker Funds, Inc. as VP, Key Accounts Manager from 2008 to 2012. In this position, he managed key accounts and developed relationships essential for growth and operational success. The role provided him with extensive experience in handling high-level client relationships and deepened his knowledge of the financial markets.
Experience as Regional Sales Director at SEI
Before rejoining SEI in his current capacity, Jake Fletcher served as Regional Sales Director for SEI from 2003 to 2008. During this five-year tenure, he focused on regional sales strategies and contributed to the development and execution of sales plans that enhanced SEI's market presence. His work involved collaborating with diverse teams and leveraging his sales expertise to promote financial products effectively.
Industry Relationships and Strategic Contributions
Throughout his career, Jake Fletcher has built robust industry relationships thanks to his extensive experience in the financial sector. He is known for his ability to drive strategic sales initiatives by integrating product & research, sales, marketing, technology, and operations. His role necessitates the coordination of various functional areas to achieve business objectives and foster long-term partnerships with stakeholders.