Ileana Beltran Perez

Portfolio Operations Specialist at SEI Family Office Services

Ileana Beltran-Perez is a quality assurance operations specialist currently employed at SEI Family Office Services since January 2022, focusing on portfolio reconciliation. Previously, Ileana served as an operations administrator at FedEx Ground, where responsibilities included dispute processing and enhancing service efficiency through ISP relationships. As an accounting manager for M.P. Enterprises of FL & NY, Ileana successfully increased the company's revenue margin by over 10% and contributed to a fraud detection program. Additionally, Ileana worked as a mortgage loan officer assistant at Aero Capital Finance and Funding, streamlining the pre-approval document collection and reducing costs by 20%. Ileana holds an MBA/MS in Finance from Indiana University - Kelley School of Business, along with a Bachelor's Degree in Business Administration (Finance and Accounting) from the University of Central Florida, and an Associate's Degree in Finance and Marketing from Broward College.

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