Jake Sarter
About Jake Sarter
Jake Sarter is a Business Analyst at SEI in Oaks, PA, with a background in finance and quantitative analysis. He holds a Bachelor of Science in Business Administration from the University of Pittsburgh and has experience in various roles, including data recording, financial planning, and customer service.
Business Analyst at SEI
Jake Sarter currently serves as a Business Analyst at SEI in Oaks, PA. Within this role, Jake utilizes his skills in finance, quantitative analysis, and problem-solving to contribute to the organization's success. His experience in customer service allows him to effectively manage tasks under tight deadlines, enhancing his ability to meet project requirements efficiently.
Previous Experience as RFP Analyst Contractor at AMG Funds
Between 2017 and 2018, Jake Sarter worked as an RFP Analyst Contractor at AMG Funds in Conshohocken, Pennsylvania. During his 10-month tenure, he demonstrated his prowess in financial planning and analysis, further honing his quantitative skills. His time at AMG Funds added to his extensive background in business analysis and finance.
Educational Background in Business Administration
Jake Sarter completed his Bachelor of Science in Business Administration from the University of Pittsburgh, studying from 2013 to 2017. This academic foundation provided him with a solid understanding of business principles, finance, and quantitative methods, which have been crucial in his professional roles. His commitment to continuous learning and a proactive approach to education are well-recognized traits.
Diverse Financial Planning and Data Recording Experience
Jake Sarter's career includes diverse roles, such as a Financial Planning Intern at Blue Rock Financial in Wilmington, DE, and a Data Recorder at Cardiology Physicians in Newark, DE, where he worked for five years. These positions provided him with practical experience in financial planning and data management, contributing to his methodical approach to business analysis.
Strong Customer Service and Leadership Skills
Jake Sarter has accumulated significant customer service experience, notably as a Sr. Camp Counselor at the Jewish Community Center of Newark from 2012 to 2014. His leadership and diplomacy skills were crucial in driving organizational goals, making him a valuable team player. This experience underpins his ability to interact effectively with clients and colleagues.