SEI Family Office Services
Jeannie Hebermehl Van Allen has an extensive background in roles such as Manager, Institutional Implementation at SEI Family Office Services, Software Conversion / Client Financial Reporting at Oxford Financial Group, Ltd., On Site Project Coordinator at Van Allen Home Restoration, and Vice President of Operations at Provident Capital Management, Inc. Experienced in coordinating projects, managing teams, financial software implementation, and database administration tasks. Holds a BS in Finance from Ball State University and has completed coursework towards a Masters of Business Administration at Butler University. Prior experience includes roles in real estate, grant writing, and budgeting.
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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.