SEI Family Office Services
Constance R Walden is a seasoned finance professional with extensive experience in investment accounting and operations. Currently serving as a Senior Investment Accountant and Senior Investment Operations Specialist at SEI Archway since October 2016, Constance previously held the role of Portfolio Accountant for Performance Reporting and Analytics at Provident Capital Management, Inc. from August 2011 to October 2015, where responsibilities included maintaining account performance reporting and transaction reconciliation. As the President of Account-Me-In! LLC from January 2011 to June 2014, Constance provided freelance bookkeeping services to small businesses and financial professionals. Constance also has experience as a Premium Director at H&R Block and as a Financial Consultant at Charles Schwab, where strong client relationships were built. Earlier career experience includes a role as a Portfolio Manager at Parker/Hunter Asset Management. Constance holds a Bachelor of Science in Business Management from Indiana State University.
SEI Family Office Services
About SEI Family Office Services SEI Family Office Services delivers technology and outsourced services that support the accounting, investment management and reporting functions of family offices, private banks, private wealth advisors and alternative asset managers. Designed to help family offices and advisors to wealthy families better serve their ultra-high-net-worth clients, SEI’s award-winning Archway Platform and high-touch outsourced services efficiently handle complex partnership, portfolio and corporate accounting alongside bill payment, investment management and multi-asset class data aggregation. As of Dec. 31, 2021, SEI Family Office Services has $555 billion in assets on platform. For more information, visit seic.com/archway. About SEI® SEI (NASDAQ:SEIC) delivers technology and investment solutions that connect the financial services industry. With capabilities across investment processing, operations, and asset management, SEI works with corporations, financial institutions and professionals, and ultra-high-net-worth families to solve problems, manage change and help protect assets—for growth today and in the future. As of Dec. 31, 2021, SEI manages, advises, or administers approximately $1.3 trillion in assets. For more information, visit seic.com.