Amy P.

Amy P. has over a decade of experience in various roles focused on client services and operational support. Currently serving as a Consolidated Access Specialist II at SEI Family Office Services since February 2012, Amy P. executes and delegates team tasks related to financial institution integrations, manages internal documentation, and enhances shared service models. Prior experience includes an Operations Analyst II position at SEI, a Collections role at CNA Insurance, and customer service positions at Dex One, T-Mobile, and Center Partners. Amy P. holds a Group Leader Certification in Early Childhood Education from Aims Community College and a diploma in General Studies from Brush High School.