Allie Carey is the regular client experience contributor to Practically Speaking and the managing director of Front Office Product for Independent Advisor Solutions by SEI. Allie works closely with product managers to ensure the client is the center of each product design. She also leads new technology initiatives focused on bettering the experience for the advisor and their client.
Want to know more about Allie? She reads as much as she can (especially the Outlander series), loves sipping wine on any sun-drenched patio, and is proud mom to her two children and labradoodle. Read Allie's bio.
Raef Lee is the technology contributor for Practically Speaking and he also serves as a managing director for Independent Advisor Solutions by SEI. He is responsible for the identification of new services and markets for the business unit. He defines new product offerings for advisors, either by partnering with leading companies or shepherding the requirements into our development teams. In addition, Raef identifies ways for our innovative business model to be leveraged in new markets.
Want to know a little more about Raef? He loves his wine and food (probably too much), is originally from England, and enjoys being a dad to his young daughter. Read Raef's bio.
As managing director of Marketing and Communications for Independent Advisor Solutions by SEI, Jerry Lezynski shares his expertise as a contributor for Practically Speaking. Jerry is passionate about all aspects of the marketing discipline and is fascinated with how technology is helping build brands faster and is radically influencing consumers' buying decisions. He loves helping advisors create their own distinct value proposition and develop marketing programs that make an impact.
Want to know more about Jerry? With four kids in their 20s – now adults (where did that time go?) Jerry and his wife, Nancy, continue to be active in their lives. They all love sports and Ocean City, NJ. Jerry is also heavily involved in his alma mater, La Salle University, where he just completed his term on their Board of Trustees and as Alumni Association President. Read Jerry's bio.
Dean Mioli is a tax and personal-trust contributor for Practically Speaking and the director of Investment Planning for Independent Advisor Solutions by SEI. He is responsible for supporting the delivery of advice-driven asset management solutions for advisors and their clients in the form of custom investment case analysis and proposal support, as well as technical investment support for advisors utilizing SEI's solutions and relationship directors and managers. An active presenter and speaker, Dean has also authored articles for The Tax Advisor and the Philadelphia Estate Planning Journal.
Want to know a little more about Dean? Dean is a competitive pistol shooter, loves live music and is World War II history buff. He and his wife are parents to their two dogs, Gunnar and Axel – two pups who know everything, but never tell. Read Dean's bio
Matt Potter, CFA
Matt Potter is an investments contributor for Practically Speaking and he also serves as a director of Investment Services for Independent Advisor Solutions by SEI. He is responsible for supporting the delivery of advice-driven asset management solutions for our advisors and their clients. This includes custom investment case analysis and proposal support for our advisors, as well as technical investment support for our advisors and relationship managers. Matt is also a regular speaker at SEI- and advisor-sponsored events on topics such as the economy and financial markets.
Want to know a little more about Matt? He is an avid sports fan, particularly football, track and field, and college wrestling. He has two children (ages 20 and 16), two cats, and a dog, all of which tend to keep him and his wife quite busy. Read Matt's bio.
J. Womack is an investments contributor for Practically Speaking and a managing director for Independent Advisor Solutions by SEI. He is responsible for defining investment solution strategy, developing or enhancing the existing solution offering, and managing the launch of new investment products, tools and services.
Want to know a little more about J.? He enjoys non-fiction, usually something finance or business-related, is a die-hard USC Trojan alum, and loves his wife and two children dearly. Read J.'s bio.
Shannon Gallagher is a social media contributor for Practically Speaking and she also serves as the marketing presentation coordinator for Independent Advisor Solutions by SEI. She is responsible for keeping up with social media trends and new ways to market to SEI’s clients, especially from an events perspective. As a young and social media savvy professional, her experience will help provide ideas for financial advisors to try within their firms.
Want to know a little more about Shannon? She was her college sorority’s president, is a certified yoga instructor, and loves reality television.