Zachary Wilson
About Zachary Wilson
Zachary Wilson is an Operational Specialist at SEI with a comprehensive background in finance and extensive experience in various roles within the company since 2018.
Current Position at SEI
Zachary Wilson is currently working at SEI as an Operational Specialist. His role involves optimizing operations to ensure efficient workflow and process improvements. Wilson's long-term association with SEI highlights his dedication and expertise in operational management within the company.
Previous Roles at SEI
Zachary Wilson has a history of progressive roles at SEI. Starting as an Operations Analyst from 2018 to 2020 in the Greater Philadelphia Area, he advanced to Operations Analyst II from 2020 to 2021 in Oaks, Pennsylvania. He then briefly held the title of Operations Analyst III for three months in 2021 before assuming his current role.
Experience at McAdam Financial
Before transitioning to SEI, Zachary Wilson worked as a Financial Representative at McAdam Financial from 2016 to 2018 in Philadelphia. This role provided him with foundational experience in the finance sector, dealing directly with financial products and client relations.
Educational Background in Finance
Zachary Wilson holds a Master of Business Administration (MBA) with a focus on Finance from Saint Joseph's University, completed between 2020 and 2022. Prior to that, he earned a Bachelor's Degree in Finance from Kutztown University of Pennsylvania, where he studied from 2012 to 2016.
Work Experience in Various Locations
Wilson has demonstrated flexibility and adaptability in his career, having worked in different locations including the Greater Philadelphia Area and Oaks, Pennsylvania. This geographic experience contributes to his understanding of diverse work environments and operational dynamics.