
Alicia Bone
IAS New Business/Preferred Plus Service Representative & CISP

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About me
IAS New Business/Preferred Plus Relationship Manager
Education

Eastern University
2003 - 2005Bachelor of Business Administration/Marketing Core CoursesActivities and Societies: Field Hockey 2004 At Eastern I took the core courses necessary to complete my degree and also started taking business courses before I transferred. I completed my degree at Kutztown University with a Bachelor's in Business Administration/Marketing

Kutztown University of Pennsylvania
2006 - 2008BS Business Administration/Marketing
Experience

SEI
Oct 2008 - nowIAS New Business/Preferred Plus Service Representative & CISPSupport for IAS Sales Team and Clients located in the New England Territory Responsible for guiding new clients through their first account opening while also providing detailed explanations on SEI Best Practice & Procedures Responsible for conducting IRA & Tax Training Sessions for colleagues in Middle Office Coordinated internal trainings with IAS Sales to walk through the Onboarding Process and SEI’s Best Practice Participated in the SEI Innovation Pitch Contest in an effort to increase future functionality of the Advisor Center Hosted educational calls on specific functionality on Advisor Center to increase overall firm adoption of self service Continued support for the Preferred Plus/New Business Team SEI is a leading global provider of asset management, investment processing, and investment operations solutions for institutional and personal wealth management. Show less
Licenses & Certifications

IRA Service Professional
Jan 2013
Volunteer Experience
Yearly Participation in Raise Your Mug
Issued by TEAM SEI Relay for Life
Associated with Alicia Bone
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