Jared Wisdom
About Jared Wisdom
Jared Wisdom is an Operations Analyst at SEI in Oaks, Pennsylvania, with a background in economics and experience as a licensed agent at New York Life Insurance Company.
Operations Analyst at SEI
Jared Wisdom currently serves as an Operations Analyst at SEI in Oaks, Pennsylvania, United States. In his role, he is responsible for resolving daily exceptions that arise from automated trade file processes. Jared also performs pricing functions for securities across various portfolio positions and supports security master setups and asset data maintenance. Additionally, he assists with the implementation of new clients and performs research and processing tasks related to corporate actions and dividend income for IMS clients.
Former Licensed Agent at New York Life Insurance Company
Prior to joining SEI, Jared Wisdom worked as a Licensed Agent at New York Life Insurance Company for one year, from 2021 to 2022. His tenure at the company was spent in Bala-Cynwyd, Pennsylvania, United States. In this position, Jared was responsible for various client-facing tasks related to insurance and financial services, leveraging his background to provide clients with tailored advice and solutions.
Education and Economics Study at Moravian College
Jared Wisdom studied Economics at Moravian College from 2019 to 2021. Over the course of these two years, Jared gained foundational knowledge in economic theory, quantitative methods, and various aspects of financial analysis. This educational background has equipped him with the analytical skills necessary for his role as an Operations Analyst.
Bachelor's Degree from Eastern University
Jared Wisdom earned his Bachelor's degree from Eastern University, where he studied from 2017 to 2019. This academic experience provided him with a comprehensive understanding of his chosen field, enriching his knowledge base and preparing him for subsequent professional roles. The completion of his Bachelor's degree was a significant milestone in his educational journey.