Nicholas Ranalli

Experience

• 

  SEI

  Sept 2003 - Aug 2013

  Coordinated the completion of quarterly and annual Form PF filings with internal fund accounting teams, relationship managers, and Private Fund advisers to meet SEC filing deadlines and standards.Facilitated the accurate flow of Private Fund accounting data from Geneva and InvesTier accounting systems onto SEI’s Manager Dashboard.Tested proprietary Form PF Module software and communicate ideas to internal production teams in order to create greater efficiencies and a better overall client experience for Private Fund advisers. Show less Onboarding. Educated and assisted new advisor clients in implementing best practices to more effectively utilize Advisor Network products, solutions and technologies. First level of client interaction with approximately 170 advisors in the Southeast Advisor Network sales territoryAssisted in the addition of over $230m of net new cash to the Advisor business segment since June 2010.Participated in the sales process as necessary to effectively communicate SEI Private Trust Company’s processes and procedures Show less

  • Project Manager - Compliance

    Oct 2012 - Aug 2013

  • Relationship Manager - New Business

    May 2010 - Nov 2012

  • Consultant - Select Advisor Council

    Sept 2003 - May 2010
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  Pershing, a BNY Mellon company

  Oct 2013 - Apr 2016

  Consultant, Block Trading
• 

  Envestnet, Inc

  Apr 2016 - now

  • Client Service Director, Key Accounts

    Jul 2023 - now

  • Senior Client Services Manager

    Jul 2022 - Jul 2023

  • AVP, Client Experience Service Manager

    Nov 2019 - Jul 2022

  • Senior, Institutional Client Services

    Apr 2016 - Nov 2019