James Curtis

James Curtis is currently a Senior Operations Analyst at SEI, responsible for overseeing daily operational activities for private equity and hedge fund clients while ensuring compliance with regulatory standards. Previously, James served as an Operations Analyst at SEI, where the focus was on creating reports and conducting due diligence to guarantee adherence to regulations. Prior experience includes working as a Financial Planning Sponsor at Cornerstone Capital Planning Group, assisting clients with various financial objectives, and serving as a Dasher for DoorDash, delivering orders efficiently. James holds a Bachelor of Business Administration in Finance from Temple University.