Rob Fogel

Rob Fogel

Business Analyst @ Sei

About Rob Fogel

Rob Fogel is a Business Analyst at SEI in Richmond, Virginia, with a background in financial services and sales. He holds Series 7 and Series 63 licenses and has extensive experience in various roles at WealthForge, Bank of America Merchant Services, Sheehy Auto Stores, and SMASH Direct LLC.

Company

Rob Fogel is currently employed at SEI as a Business Analyst. SEI is a financial services company, and Rob is based in Richmond, Virginia, United States.

Previous Roles at WealthForge

From 2020 to 2024, Rob Fogel worked at WealthForge in the Product & Operations role. Prior to that, he served as a Business Development Executive from 2016 to 2020. Both roles were based in the Richmond, Virginia area, indicating a long-term association with the company.

Experience at Bank of America Merchant Services

Rob Fogel was an Assistant Vice President, Merchant Solutions Specialist at Bank of America Merchant Services from 2014 to 2016. This role showcased his leadership abilities in a significant financial institution and was based in the Richmond area, Virginia.

Early Career in Sales and E-commerce

Rob Fogel managed internet sales at Sheehy Auto Stores from 2013 to 2014. Before that, he worked at SMASH Direct LLC in Internet Sales from 2010 to 2013. These roles demonstrate Rob's versatility and experience in the sales and e-commerce domains.

Education and Licenses

Rob Fogel studied at Virginia Commonwealth University, achieving a Bachelor's degree between 2007 and 2011. He also holds Series 7 and Series 63 licenses, essential for financial services professionals dealing with securities and investment products.

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