Alec Rette
Operations Supervisor - Investment Manager Services; Institutional Private Clients at SEI | Greater Philadelphia
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Alec Rette is a dedicated Senior Operations Analyst at SEI, specializing in Investment Manager Services for Institutional Private Clients. Since joining the firm, Alec has leveraged his academic background in Marketing and Music Technology, graduating cum laude from Susquehanna University in May 2022, to excel in the fast-paced finance sector. In his current role, he is responsible for the meticulous reconciliation of over 300 client accounts, managing a substantial asset base exceeding $42.8 billion in assets under management (AUM). This critical function not only requires a deep understanding of financial instruments and market dynamics but also demands proficiency in industry-standard software such as EZOPS, Frontier, and SS&C Advent Geneva.
Alec's expertise in data reconciliation is complemented by his strong analytical skills, enabling him to identify and resolve discrepancies in cash and security transactions effectively. His commitment to excellence is evident in his thorough review processes, where he diligently researches variances and escalates issues to ensure timely resolutions. This attention to detail not only enhances operational efficiency but also fortifies client trust and satisfaction.
In addition to his technical skills, Alec excels in client relationship management, utilizing his communication and leadership abilities to foster strong partnerships with clients and stakeholders. His previous experience as Recruitment Chairman and Secretary showcases his leadership and organizational skills, which are invaluable in a collaborative environment like SEI. As he continues to grow in his role, Alec remains focused on leveraging his diverse skill set to contribute to the firm's success and drive innovative solutions in the investment management landscape.
Operations Supervisor - Investment Manager Services; Institutional Private Clients at SEI in September 2024 to Present
Senior Operations Analyst - Investment Manager Services; Institutional Private Clients at SEI in September 2023 to September 2024
Orders Client Representative - Investment Services at Vanguard in January 2023 to September 2023
Licensed Real Estate Agent at eXp Realty in February 2022 to May 2023
Client Relationship Associate - Investment Services Apprentice at Vanguard in June 2022 to January 2023
Vice President at Tau Kappa Epsilon Fraternity in January 2021 to January 2022
Founding Partner at bleach'd apparel in March 2020 to December 2021
Information Technology Help Desk Technician at Susquehanna University in October 2018 to October 2021
Director's Assistant / Associate at Moore Funeral Services in July 2017 to August 2021
Secretary at Tau Kappa Epsilon Fraternity in January 2020 to January 2021
Cashier at DICK'S Sporting Goods in October 2020 to December 2020
Recruitment Chairman at Tau Kappa Epsilon Fraternity in August 2019 to August 2020
Counselor at Wee Kids - Extended Hour Enrichment Program in October 2016 to January 2019
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Susquehanna University, Bachelor of Science - BS, September 2026
Garden State Real Estate Academy, New Jersey Real Estate Salesperson Pre-Licensing Course, September 2026
Rancocas Valley Regional High School, September 2026
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Client Relations
Data Reconciliation
Data Analysis
Microsoft Excel
Analytical Skills
Client Relationship Management
Series 7 and Series 63 Licensed
Leadership
Marketing
Recruiting
Advertising
Writing
Microsoft PowerPoint
Microsoft Word
Communication
Microsoft Office
Customer Service
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Discover more about SEIWhat is Alec Rette email address?
Email Alec Rette at [email protected] and [email protected]. This email is the most updated Alec Rette's email found in 2026.
What is Alec Rette phone number?
Alec Rette phone number is (609) 284-6608.
How to contact Alec Rette?
To contact Alec Rette send an email to [email protected] or [email protected]. If you want to call Alec Rette try calling on (609) 284-6608. (updated on September 06, 2024)
What company does Alec Rette work for?
Alec Rette works for SEI
What is Alec Rette's role at SEI?
Alec Rette is Operations Supervisor - Investment Manager Services; Institutional Private Clients
What industry does Alec Rette work in?
Alec Rette works in the Financial Services industry.
Alec Rette Email Addresses
Alec Rette Phone Numbers
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