Zachary Kratsas
About Zachary Kratsas
Current Role at SEI
Zachary Kratsas currently holds the position of Senior Product Manager of Event Tracking and SWP Business Owner at SEI. Based in Oaks, Pennsylvania, he is responsible for overseeing event tracking initiatives and managing the SEI Wealth Platform (SWP) business operations. His role involves utilizing Agile Development methodology to prioritize and manage product features for SEI's Independent Advisor Solutions Unit. Additionally, he collaborates closely with technology teams to ensure the efficient load of trains during the development cycles.
Previous Roles at SEI
Zachary Kratsas has a long history with SEI, having joined the company in 2013. Over the years, he has held multiple roles including Middle Office Regional Consultant (2013-2014), Middle Office Service Supervisor (2014-2017), SEI Wealth Platform Transition Manager (2017-2018), and SEI Wealth Platform Enhancement and Adoption Specialist (2018-2019). These roles have provided him with a broad understanding of middle office operations and wealth platform transitions.
Experience at Penske Truck Leasing
Before his tenure at SEI, Zachary Kratsas accumulated valuable experience at Penske Truck Leasing. From 2009 to 2011, he worked as a Telephone Sales Representative in Reading, PA. Following that, he served as a QA Quality Assurance Coach from 2011 to 2012 in Reading, PA, and later as a Rental Sales Representative for six months in 2012 in Albany, NY. These roles helped him develop important skills in sales and quality assurance.
Educational Background
Zachary Kratsas earned a Bachelor's Degree in Psychology from Millersville University of Pennsylvania, where he studied from 2006 to 2010. His academic background in psychology has likely contributed to his skill set in understanding human behavior, client needs, and team dynamics, all of which are integral to his current role in product management and business ownership.