Lisa Penn
About Lisa Penn
Lisa Penn is the Director of Coaching at SEI Wealth Platform and Operations, with over 25 years of experience at SEI in various roles including Managing Director and Professional Development Manager.
Company
Lisa Penn is currently working at SEI as the Director of Coaching for the SEI Wealth Platform and Operations. Her contributions to SEI span over 25 years, highlighting her extensive commitment and impact on the company.
Title
Lisa Penn holds the title of Director of Coaching for the SEI Wealth Platform and Operations. In this role, she has been instrumental in the development and implementation of its coaching programs since 2016.
Education and Expertise
Lisa Penn studied at Saint Joseph's University, where she achieved a degree in Accounting from 1981 to 1985. Her expertise includes professional development, coaching within the financial services industry, and relationship management.
Career Background
Lisa Penn started her career as an Auditor at Continental Bank, located in the Greater Philadelphia Area, where she worked from 1985 to 1991. She then joined SEI, where she has held various roles, including Service Professional, Relationship Manager, Professional Development Manager, and Managing Director. She has gained comprehensive experience in different facets of the company.
Professional Development and Coaching
Lisa Penn has extensive experience in professional development and coaching within the financial services industry. Her role at SEI has focused on developing and implementing coaching programs, enhancing the skills and performance of individuals within the organization.