Kristen Carson
About Kristen Carson
Kristen Carson is the Private Banking Business Lead at SEI in Oaks, Pennsylvania, with extensive experience in project management and client relationship management within the private banking sector.
Private Banking Business Lead at SEI
Kristen Carson currently holds the title of Private Banking Business Lead at SEI, where she has been employed since August 2021. Her role involves significant responsibilities concerning the successful implementation of conversion activities and serving as a liaison between SEI and client firms. This position leverages her extensive experience in project management, relationship management, and queue management within the private banking sector.
Previous Roles at SEI
Kristen Carson has demonstrated a strong career progression at SEI, having held multiple roles within the company. She worked as a Private Banking Senior Associate from 2019 to 2021, and prior to that, as a Private Banking PMO Associate from 2018 to 2019. Additionally, she served as an Institutional Middle Office Intern at SEI in 2016. Each of these roles has contributed to her broad expertise and deep understanding of the private banking sector.
Experience at Vanguard
Before rejoining SEI, Kristen Carson worked at Vanguard as a Client Relationship Specialist from 2017 to 2018. During her seven-month tenure in Malvern, Pennsylvania, she gained valuable experience in client relationship management, further enhancing her capabilities in managing client interactions and service delivery.
Educational Background
Kristen Carson holds a Bachelor of Science (BS) in Business Marketing from Penn State University, which she attended from 2013 to 2017. Her educational background laid a strong foundation for her career in private banking and client relationship management. Prior to attending Penn State, she graduated from Radnor Senior High School, where she studied from 2009 to 2013.
Career at SEI Investments
Kristen Carson's career at SEI Investments is notable for its longevity and progression. Starting as an Institutional Middle Office Intern in 2016, she has held multiple roles at the company, including Private Banking PMO Associate and Private Banking Senior Associate, before attaining her current position as Private Banking Business Lead. Her sustained tenure showcases her commitment and evolving expertise within the organization.