Joseph Richmond Dip Pfs
About Joseph Richmond Dip Pfs
Joseph Richmond Dip Pfs is a Transitions Analyst at SEI in London with over 9 years of experience in financial and operational roles.
Company
Joseph Richmond is currently a Transitions Analyst at SEI in London, Greater London, United Kingdom. SEI is a global provider of investment processing, investment management, and investment operations solutions. Richmond has been with SEI for over four years, contributing in various roles that highlight his extensive experience in the financial services industry.
Title
Joseph Richmond holds the position of Transitions Analyst at SEI. In his role, he is involved in managing and overseeing transitions, ensuring a smooth changeover process for institutional clients.
Previous Roles at SEI
Before becoming a Transitions Analyst, Joseph Richmond served as an Institutional Operations Analyst at SEI from 2019 to 2020. He also worked as a Trust Operations Analyst from 2018 to 2019. These roles at SEI have contributed to his comprehensive understanding of both institutional and trust operations within the financial sector.
Experience at Northern Trust Corporation
Joseph Richmond worked at Northern Trust Corporation as an Analyst - Transfer Agency from 2016 to 2018. His responsibilities included handling transfer agency operations, which have provided him with a strong background in this domain and sharpened his analytical and operational skills.
Education and Qualifications
Joseph Richmond studied Finance and Financial Management Services at The King John Sixth Form, where he achieved a high school diploma from 2010 to 2012. He also studied at The King John School from 2005 to 2010. Richmond holds the DipPFS (Diploma in Professional Financial Services) qualification, underscoring his commitment and expertise in the financial services industry.