Jay Peters
About Jay Peters
Jay Peters is an Internal Account Executive at SEI in Oaks, Pennsylvania, with over 6 years of experience in financial services.
Company
Jay Peters currently works at SEI as an Internal Account Executive. SEI is a leading global provider of investment processing, investment management, and investment operations solutions.
Professional Title and Experience
Jay Peters holds the title of Internal Account Executive. He has over 6 years of experience in financial services, with a strong focus on project management and client communications.
Education and Expertise
Jay Peters earned a Bachelor of Science in Environmental Science from The University of Alabama, where he studied from 2010 to 2015. He also holds a high school diploma from The Episcopal Academy. Jay is licensed with SIE, Series 7, and Series 63, contributing to his specialized skills in investment management.
Professional Background
Prior to his role at SEI, Jay worked as a Client Relationship Associate at Vanguard (2020-2021), and as a Foreclosure Surveillance Administrator (2017-2020) and Administrative Assistant (2016-2017) at PPR Note Co. He also gained research experience as a Research Assistant at Dauphin Island Sea Lab.
Skills and Specializations
Jay Peters is proficient in Microsoft Excel, data entry, data analysis, and leadership. He specializes in creating scalable and custom portfolio proposals to meet clients' goals and has a strong background in regulatory compliance and asset reporting.