Michael Fitzpatrick

Portfolio Management Implementation Lead, Private Banking at SEI

Michael Fitzpatrick has a diverse work experience in the financial industry. Michael is currently working at SEI as a Portfolio Management Implementation Lead in the Private Banking sector since November 2021. Prior to this, they worked at Jackson as an Investment Analyst from February 2020 to November 2021 and as a Financial Sales, Investment Liaison from October 2018 to February 2020. Before joining Jackson, they were employed at Vanguard as a Registered Representative (High Net Worth) from July 2016 to August 2017. Michael'searlier experience includes a role at Merrill Lynch as a Registered Preferred Transition Specialist from January 2015 to July 2016.

Michael Fitzpatrick completed their Bachelor of Science (BS) degree in Finance from Kutztown University of Pennsylvania in 2014. Prior to that, they attended Hatboro-Horsham High School from 2005 to 2010. In addition to their formal education, Michael has obtained several certifications, including Excel: PivotTables for Beginners, Excel 2016: Advanced Formulas and Functions, Excel: Advanced Formulas and Functions, and Programming Foundations: Fundamentals, among others.

Links

Previous companies

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Timeline

  • Portfolio Management Implementation Lead, Private Banking

    November, 2021 - present

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