Samuel Leech
About Samuel Leech
Samuel Leech is a Private Wealth Management Account Manager at SEI in Oaks, PA, with a background in biology and finance.
Title
Samuel Leech serves as a Private Wealth Management Account Manager at SEI, a distinguished financial services company based in Oaks, PA. He has been in this role since he transitioned from being a Wealth Platform Consultant at the same organization.
Current Role at SEI
Samuel Leech is currently employed as a Private Wealth Management Account Manager at SEI. His role involves managing client accounts and providing tailored financial advice to high-net-worth individuals. Based in Oaks, PA, he benefits from the area's proximity to Philadelphia and its extensive business community.
Previous Experience in Wealth Management
Prior to his current role, Samuel worked as a Wealth Platform Consultant at SEI for one year from 2016 to 2017. His responsibilities included advising on wealth management solutions and supporting the implementation of financial technologies to improve client services.
Background in Health Education
Before transitioning into the financial sector, Samuel Leech was a Health Educator at Health Advocate for eight months, starting in 2015. Located in the Greater Philadelphia Area, he focused on health education initiatives shortly after completing his undergraduate studies.
Educational Background
Samuel Leech earned his Bachelor of Arts in Biology from Bucknell University, where he studied from 2011 to 2015. He also attended The Hill School, graduating with a focus on Botany/Plant Biology from 2007 to 2011. His diverse academic background equips him with a unique perspective that bridges both biology and finance.