Kristen Peterson
About Kristen Peterson
Kristen Peterson works in Private Banking, Client and Professional Services at SEI in Oaks, PA. She has a background in alternative investment fund services and investor services, and holds a Bachelor of Science in Marketing from Penn State University.
Title and Current Position
Kristen Peterson currently holds a significant role in Private Banking, Client and Professional Services at SEI in Oaks, PA. In this capacity, she is tasked with supporting an array of solutions and services such as Trust 3000, Open Architecture, and various web-based applications. Kristen serves as the primary liaison between SEI and their clients, ensuring effective communication and problem resolution.
Professional Experience in SEI
Kristen Peterson has a robust history with SEI, having held multiple positions over the years. She started as an Investor Services Analyst in 2012 and subsequently advanced to Senior Investor Service Analyst in 2013. From 2015 to 2017, Kristen served as Supervisor - Alternative Investment Fund Services. Currently, she is involved in Private Banking, Client and Professional Services. Throughout her tenure, Kristen has been integral in account planning, project coordination, and the execution of solution installations.
Educational Background
Kristen Peterson holds a Bachelor of Science (B.S.) in Marketing from Penn State University, which she attended from 2008 to 2012. Additionally, she completed a Study Abroad Program at Palazzo Rucellai in 2010, broadening her academic and cultural horizons for 11 months. Her education has equipped her with a strong foundation in marketing principles and international perspectives.
Responsibilities and Skills
In her role at SEI, Kristen Peterson performs a variety of critical tasks. She monitors and maintains the client's production environment within Trust3000, ensuring compliance with established service standards. Kristen coordinates fault and delta identification, research, and resolution. She also assists clients in implementing best practices and provides support for account planning. Her role requires effective collaboration with internal teams such as Relationship Management, Professional Services, Solutions, and technical support.
Early Career and Internship
Before her tenure at SEI, Kristen Peterson gained early career experience as an Intern at Happyvalley.com in 2011, where she worked for four months. This role provided her with valuable insights into the professional world and complemented her academic pursuits. Her early experience laid the groundwork for her subsequent roles at SEI and her ongoing career development.