William Roberts
About William Roberts
Current Position at SEI
William Roberts is currently a Performance Specialist at SEI, based in Oaks, Pennsylvania. In this role, he leverages his extensive experience in mutual fund trade analysis and finance to enhance performance metrics and achieve organizational goals. His tenure at SEI has provided him with a robust understanding of the financial services industry.
Previous Roles at SEI
Before becoming a Performance Specialist, William Roberts held multiple positions at SEI. He served as a Mutual Fund Trade Analyst Level 3 for one year from 2014 to 2015. Prior to that, he was a Mutual Fund Trade Analyst Level 2 from 2013 for eight months. He began his analyst roles as a Mutual Fund Trade Analyst Level 1 from 2012 to 2013. Earlier, he worked as a Global Income Analyst from 2011 to 2012. These roles equipped him with a deep understanding of financial analysis and trading practices.
Early Career Experience
William Roberts started his career at Insta-Mold Products, Inc. as a Daily Operations Assistant from 2010 to 2011. This role marked his initial entry into the industry, where he managed daily operations and gained practical experience in business management and operations.
Educational Background
William Roberts has a diverse educational background. He studied at Messiah University, focusing on Sports Management, English, Economics, and Finance, and earned a degree in Business Administration from 2007 to 2010. Before that, he attended Millersville University of Pennsylvania from 2005 to 2007, where he achieved a degree in Business Administration and Management, General. His foundational education began at Boyertown High School, where he graduated in 2005.
Professional Development at SEI
William Roberts has been with SEI for over a decade, starting in 2011. Throughout his tenure, he has transitioned through multiple roles, gaining extensive experience in mutual fund trade analysis and performance specialization. His professional journey at SEI highlights his continuous growth and adaptability within the financial services sector.