Staci Werbin Tanner
About Staci Werbin Tanner
Staci Werbin Tanner is the Director of National Accounts at SEI in Toronto, Ontario, Canada, with over 20 years of experience in the financial services industry.
Company
Staci Werbin Tanner currently serves as the Director of National Accounts at SEI in Toronto, Ontario, Canada. SEI is a prominent player in the financial services industry, and Staci's role involves working in a hybrid capacity, making vital contributions to the company's growth and client relations.
Title
As Director of National Accounts, Staci Werbin Tanner has extensive responsibilities, including developing and implementing strategic account plans to enhance SEI’s market penetration within Canada's largest wealth management organizations. Her role also involves close collaboration with various teams such as compliance and practice management to ensure regulatory adherence and program excellence.
Education and Expertise
Staci Werbin Tanner holds a Bachelor of Arts in Management and Labour Relations from McGill University and a DEC in Business Administration and Management from Vanier College. With over 20 years of experience in the financial services industry, her expertise lies primarily in sales, relationship management, and strategic partnerships.
Background
Staci Werbin Tanner has accumulated a wealth of experience throughout her career. Prior to joining SEI, she spent ten years at Sun Life Global Investments as Director of National Accounts. She also worked at Invesco Canada in various roles including Relationship Manager, Sr. Business Development Manager, and Senior Regional Sales Associate. Earlier roles included positions at Fidelity Investments and Franklin Templeton Investments in Montreal.
Achievements
In her role at SEI, Staci Werbin Tanner is responsible for developing strategic account plans and new product and distribution partnerships. She represents SEI at client events, giving presentations and supporting clients at industry and investor seminars. Her initiatives and collaborations have significantly contributed to SEI’s market expansion in Canada.