Jim Devlin
About Jim Devlin
Jim Devlin is a Mutual Fund Income Analyst III at SEI in Oaks, PA, with extensive experience in finance and customer service.
Current Position at SEI
Jim Devlin is currently employed as a Mutual Fund Income Analyst III at SEI in Oaks, PA. His roles include maintaining and balancing income payments for SEI’s large clients and handling end-of-month processing for SunTrust proprietary money market funds. He also serves as the main contact for new hires concerning processing issues.
Previous Roles at SEI
Before his current role, Jim Devlin worked as a Mutual Fund Income Analyst II at SEI from 2016 to 2019. During this tenure, he led the team responsible for managing the merger of SunTrust and BB&T into Truist for mutual fund income. Additionally, he assisted with the conversion process from the Trust 3000 system to the new processing platform, SWP, for converting banks.
Experience at Hartford Funds
Jim Devlin worked as a Shareholder Services Associate at Hartford Funds in Radnor, PA from 2015 to 2016. His responsibilities in this role were centered on shareholder services for the fund’s clients.
Career Beginnings and Early Roles
Starting his career in 2008, Jim Devlin worked as a Finance and Human Resource Assistant at Gestalt, LLC in King of Prussia, PA for four months. He then moved to customer service roles at Sporting Goods Intelligence and later at AT&T as a Wireless Consultant from 2012 to 2015. This sequence of positions helped him build a foundation in financial and customer service sectors.
Educational Background
Jim Devlin attended Pennsylvania State University, where he earned a Bachelor of Science in Economics between 2007 and 2012. Prior to that, he completed his high school education at Perkiomen Valley High School, graduating with a diploma in 2007.