Staci Werbin-Tanner

Staci Werbin-Tanner is the Director of National Accounts at SEI. She is a dedicated, team player with strong interpersonal skills combined with results-driven sales success and 20+ years of experience at global financial services firms. 

She has a strong track record in impacting growth and profits. She builds partnerships, fosters collaborative relationships, and creates rapport. Staci is responsible for SEI Canada’s national accounts strategy, as well as for expanding and supporting existing relationships within our largest strategic wealth management partners and distributors. She also identifies and pursues new relationships and distribution opportunities for SEI’s investment products. 

Previously serving as Director of National Accounts for Sun Life Global Investments in Toronto, Staci also held roles at Invesco Canada in Toronto and Franklin Templeton and Fidelity Investments in Montreal. 

She is a graduate of McGill University, holds a bilingual certificate in addition to IFIC certification. Staci was named one of the “20 Women of Bay Street” in 2014.

Important information:
Information provided by SEI Investments Canada Company, the investment fund manager and portfolio manager of the SEI Funds in Canada and wholly owned subsidiary of SEI Investments Company. Investing involves risk including possible loss of principal.