Kevin Sager
About Kevin Sager
Kevin Sager is a Senior Fund Accountant at SEI in Oaks, Pennsylvania, with a background in financial advisory, insurance, and retirement planning.
Title and Current Position
Kevin Sager holds the title of Senior Fund Accountant. He is currently employed at SEI in Oaks, Pennsylvania, United States. His role involves overseeing fund accounting processes, ensuring accuracy in financial reporting, and assisting with the preparation of client reports.
Previous Experience at SEI
Kevin Sager initially joined SEI as a Fund Accountant, a position he held from 2021 to 2023. During these two years, he was responsible for managing daily fund transactions, executing fund audits, and supporting financial compliance. His performance in this role led to his promotion to Senior Fund Accountant.
Financial Advisory and Insurance Roles
From 2019 to 2021, Kevin Sager worked at Bankers Life in King of Prussia, Pennsylvania, United States. He served as both a Financial Advisor and Insurance Agent. In these roles, he advised clients on financial planning, retirement solutions, and various insurance products. His dual responsibility provided him with comprehensive experience in financial advisory services and insurance.
Experience at Vanguard
Before joining Bankers Life, Kevin Sager was a Retirement Plan Specialist at Vanguard in Malvern, Pennsylvania, United States. From 2017 to 2019, he focused on assisting clients with their retirement planning needs, providing guidance on retirement plan options, and ensuring compliance with retirement-related regulations.
Educational Background
Kevin Sager studied at Penn State University, where he earned a Bachelor of Science (BS) in International Relations and Affairs. He attended the university from 2013 to 2017. His education in international relations may offer a global perspective on financial matters, complementing his practical experience in the finance industry.