Areas of Expertise
- Relationship management and building strategic partnerships
- Business strategy and operations
John Fisher leads the SEI Wealth PlatformSM relationship management team and strives to make sure clients realize the full benefit of working with a true partner. John’s team gives personal care and attention to each client.
Thanks to his considerable background in global wealth management, including more than 25 years here, John understands how to run a wealth management business and uses that experience to provide insight to clients. He has extensive experience in managing client relationships, having worked in sales and relationship management on our TRUST 3000® business prior to supporting SEI Wealth Platform clients in the United States. John is especially skilled at managing day-to-day business concerns, while simultaneously focusing on a client’s business strategy and overall needs.
Before joining us, John was a senior auditor for Arthur Andersen & Co., working with financial services and Fortune 500 companies. He received his bachelor of science in accounting from Villanova University and a master of business administration in finance from St. Joseph’s University. John also holds a CPA designation and has Series 7, Series 24 and Series 63 licenses.