Jacob Roma

Jacob Roma is an Institutional Client Service Director at SEI Investments, where they serve as a day-to-day contact for institutional portfolio management clients. A recent graduate of Penn State University, Jacob majored in Mathematics and minored in Economics. Their experience includes roles as a Change Management Associate and Business Rotation Associate, where they gained extensive knowledge in financial operations and project management within the fintech industry. Jacob's past roles also encompass positions with Morgan Stanley as a Wealth Management Intern and as a Mathematics Teaching Assistant at Penn State.