Kami Stoner
About Kami Stoner
Kami Stoner is a Product Solutions Manager at SEI with over 20 years of experience in the financial services industry, specializing in product introductions and project management.
Title and Current Role
Kami Stoner holds the position of Product Solutions Manager at SEI. In this role, she is involved in creating and introducing product solutions that meet the needs of financial institutions and their clients. Her responsibilities include managing relationships with partners and stakeholders, ensuring effective communication, and solving problems that arise during project management.
Previous Experience at BNY Mellon | Pershing
Kami Stoner has an extensive background with BNY Mellon | Pershing, where she held several roles over a span of approximately 13 years. From 2018 to 2022, she was the Vice President of Technology Product Rollout. From 2014 to 2018, she served as Vice President of Client Training & Rollout, Managed Investments. From 2009 to 2014, she was the Vice President of Senior Manager of Product Delivery, Managed Investments. From 2007 to 2009, she worked as Institutional / Senior Implementation Manager, Vice President, Managed Investments.
Early Career at Lockwood Financial Services
Before joining BNY Mellon | Pershing, Kami Stoner worked at Lockwood Financial Services from 2001 to 2006. During her tenure, she served as Operations Manager and Service Desk Representative. In these roles, she gained significant experience in managing operations and providing support services, which laid the foundation for her career in the financial services industry.
Educational Background
Kami Stoner earned a Bachelor of Applied Science (BASc) in Kinesiology and Exercise Science from Bloomsburg University of Pennsylvania, where she studied from 1995 to 1999. Her educational background provides a unique perspective on product implementation and training, enhancing her ability to manage diverse teams and complex projects.
Expertise and Skill Set
With over 20 years of experience in the financial services industry, Kami Stoner specializes in introducing products, services, and platforms tailored to financial institutions and advisors. Her diverse roles have equipped her with skills in operations, service, implementation, training, and technology. Known for her ability to build relationships with partners at all levels, she excels in communicating goals, managing timelines, and solving problems within project teams.