Sandy brings more than 45 years of experience in financial services, technology, and senior leadership across the wealth management, trust, custody, family office, and securities servicing industries. She retired from SEI as Executive Vice President and Head of Strategic Corporate Programs, where she led enterprise-wide initiatives aligned with the firm’s long-term vision. Previously, she led SEI’s Family Office Services business and served as Head of TRUST 3000® for the Private Banking business. Before joining SEI in 1995, Sandy held management roles at two large regional banks.
Sandy remains highly engaged in the financial services industry, serving as a Director and Acting Chairperson of National Advisors Holdings and as a Director of SEI Private Trust Company. She is also active in her community as an executive board member and treasurer of New Leash on Life USA and as a volunteer with Green Allies.