Areas of Expertise

  • Product management
  • User centered design
  • Client experience strategy

Allie serves as Managing Director for the Independent Advisor Solutions by SEI (IAS) Front Office team. In this role, Allie is responsible for the design and delivery of front office tools that support independent financial advisors and their clients. These tools include an advisor desktop, investor website, performance reporting and technology integration with industry leading third party applications. Additionally, she is the client experience contributor to SEI’s practice management blog, Practically Speaking.

Allie joined SEI in 2010 and most recently served as a Product Solutions Manager for IAS, where she was responsible for researching and designing new cross product services. Allie would guide an idea from hypothesis to reality employing user centered design methodology.

Allie graduated with a B.A. in International Relations with minors in Spanish and economics from Bucknell University in Lewisburg, PA. In her free time she likes to stay active running on local trails with her husband, children and labradoodle.

Recent Articles from Allie Carey