In his new position, Sullivan is responsible for furthering the customer service goals of the National Accounts Team, which was organized by the SEI Advisor Network in early 2006.
Since 2006, Sullivan has as a Senior Relationship Manager in the SEI Global Institutional Group, before assuming his new role with the National Accounts Team. Before that, he was Director of Business Development in the Advisor Alliance Group at Russell, where her worked with many of the national broker/dealer home offices
“The broker dealer community is a critical audience for SEI,’ said Kevin Barr, Senior Managing Director, SEI Advisor Network, in a company announcement. “Patrick’s direct experience with this group is a great asset as we continue to expand and enhance our client relationships.’
Among the services provided by SEI to broker/dealers is a Broker/Dealer Hotline that gives home offices direct access to specialized operational, sales and technical support.
SEI Advisor Network provides independent advisors with outsourced wealth management platforms that are designed to meet the demands of a new generation of wealthy clients. For more information, visit www.SEIAdvisorNetwork.com.