• SEI

Caleb Herzog

Operations Analyst - Traditional Income

Caleb Herzog is an Operations Analyst in the Traditional Income division at SEI, where responsibilities include researching, interpreting, and processing income events for traditional assets and managing reconciliation tasks to ensure timely service delivery. Previous experience includes serving as an Account Manager at National Jewelry & Pawn, Inc., analyzing market trends for commodities, and maintaining a client portfolio. Academic background includes a degree from Stetson University, complemented by roles such as a Clerical Assistant and FOCUS Orientation Leader, emphasizing communication and organization skills. Additional experience includes managing a mutual fund portfolio during an internship and working at Walt Disney World and Boy Scouts of America in customer service and educational roles.

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