Areas of Expertise

  • Investment operations
  • Portfolio transitions
  • Business continutity
  • Project management

Wendy serves as the Head of Operations. She is responsible for the Transitions Team, which includes managing and coordinating the transfer of client assets and providing ongoing client service for SEI’s institutional client relationships. Wendy is also responsible for managing Solutions projects, which includes regulatory change, operational efficiencies, client enhancements and new technology implementation.

Prior to joining SEI in 2018, Wendy spent four years as Vice President of Client Service Delivery at Pershing, where she was responsible for the Client Onboarding, Fund Operations and Data Management teams. Prior to Pershing, Wendy spent 16 years as an Operations Director at UBS where she was responsible for a number of operational teams, including Client KYC, US and FATCA Tax Reporting, Payments and Reconciliations.

Wendy obtained her Investment Operations Certificate from the Chartered Institute of Securities and Investments and holds a Prince II qualification in project management.

Legal Note

Information provided by SEI Investments Management Corporation (SIMC), a registered investment adviser and wholly owned subsidiary of SEI Investments Company.