Josh Puccinelli
- title
-
Implementation Manager
- areas of expertise
- Client transitions
Client experience
Josh is an Implementation Specialist for SEI Family Office Services, where he helps clients transition to the Archway Platform℠. Not only does he assist with client data transitions, but also trains on all capacities of the system and provides a tailored and tactful experience for clients.
Josh has over five years of experience in client-facing roles and provides a top-notch customer experience. He is passionate about working with clients to enable them to both feel comfortable using the platform and get the most out of all it has to offer.
Josh graduated from the Daniels School of Business at Purdue University. During his free time, he enjoys running and coaching cross country, spending time with friends and family, and being outdoors.
Conference presentations
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