Jennifer Nolan

Jennifer Nolan

Senior Legal Services Manager Investment Advisors @ Sei

About Jennifer Nolan

Jennifer Nolan is the Senior Legal Services Manager for Investment Advisors at SEI in Oaks, Pennsylvania, with over 20 years of experience in the financial services industry.

Title and Current Role

Jennifer Nolan serves as the Senior Legal Services Manager for Investment Advisors at SEI, based in Oaks, Pennsylvania. Her role involves overseeing legal services specifically tailored for investment advisors. She has held this position since 2017, demonstrating her long-standing expertise and commitment to the financial services industry.

Previous Roles at SEI

Before her current position, Jennifer Nolan worked at SEI as the Legal Services Manager for Investment Advisors from 2008 to 2017. She also served as the Legal Services Manager for Mutual Funds from 2006 to 2008. These roles solidified her knowledge in both investment advisory and mutual fund compliance, showcasing her versatility and depth of experience in legal services within the financial sector.

Professional Experience at Vanguard

Jennifer Nolan's career includes a substantial tenure at Vanguard, where she held various positions over seven years. She worked as the Senior Retirement Compliance Administrator from 2006 to 2007 and as the Supervisor for Data Integrity and High Net Worth Enrollment from 2005 to 2006. Earlier roles included Retirement Compliance Administrator from 2002 to 2005 and Retirement Specialist from 1999 to 2002. Her work at Vanguard focused on retirement services and compliance, providing her with a strong foundation in these areas.

Education Background

Jennifer Nolan earned her Bachelor's degree from Penn State University, where she studied from 1995 to 1999. Her education provided the foundational knowledge necessary for her subsequent career in financial services, particularly in roles requiring specialized legal and compliance expertise.

Specialization and Expertise

With over 20 years of experience in the financial services industry, Jennifer Nolan specializes in legal services for investment advisors. Her career reflects a robust background in retirement compliance and high net worth enrollment. Her roles at both SEI and Vanguard highlight her focus on compliance and legal services, making her a seasoned professional in managing complex financial regulations and advisory services.

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