Jonathan Phelan
About Jonathan Phelan
Jonathan Phelan is a Mutual Fund Operations Analyst at SEI in Oaks, Pennsylvania, with a background in financial representation and customer service.
Mutual Fund Operations Analyst at SEI
Jonathan Phelan currently serves as a Mutual Fund Operations Analyst at SEI, located in Oaks, Pennsylvania, United States. He has been in this role since November 2021. At SEI, Jonathan focuses on the operational aspects of mutual funds, ensuring processes run smoothly and efficiently. His duties likely include managing the daily operations of mutual fund accounts, handling transactions, and ensuring compliance with financial regulations.
Past Role at Northwestern Mutual
Before joining SEI, Jonathan Phelan worked at Northwestern Mutual in King of Prussia, Pennsylvania. From 2020 to 2021, he held the position of Incoming College Financial Representative. During his one-year tenure, he likely gained experience in financial advising and client interaction, setting the stage for his future roles in finance and operations.
Early Career at Philly Pretzel Factory
Jonathan Phelan's early work experience includes a role as a Cashier at Philly Pretzel Factory. He worked there from 2014 to 2017, clocking in three years with the company. At Philly Pretzel Factory, Jonathan's responsibilities likely included handling customer transactions, maintaining inventory levels, and ensuring excellent customer service.
Bachelor's Degree from West Chester University
Jonathan Phelan attended West Chester University of Pennsylvania, where he studied Communication and Media Studies. He earned his Bachelor's degree in Spring 2021, completing a four-year program. His academic background in communication and media studies provided him with essential skills in effective communication and information dissemination, beneficial for his roles in finance and operations.
Previous Employment Before SEI
Jonathan Phelan has held unspecified roles at All State and Aronimink GC prior to joining SEI. These positions contributed to his professional development, adding to his diverse experience in different working environments. Details about his specific responsibilities and achievements in these roles are not provided.