Jonathan Lebram

Background

About Jonathan Lebram

With over 17 years of experience in the financial services industry, I have developed core competencies in asset management support, portfolio management, and client relationship management. My mission is to provide excellent service and solutions to clients in the private banking and trust sector, leveraging my expertise in mutual funds and alternative investments. I am looking for an opportunity to join a dynamic and innovative organization that values collaboration, diversity, and growth. In my most recent role as a Portfolio Management Service Professional at SEI, I managed asset management support for two of SEI's business lines, serving national, regional, and local banks, as well as law firms with trust companies. I worked closely with portfolio managers to ensure proper configurations with trade software and seamless ongoing asset management. I also resolved complex issues related to income, dividends, and tax reporting. I used my skills in financial services, mutual funds, and alternative investments to deliver high-quality results and enhance client satisfaction. I left SEI in January 2023 to pursue new challenges and opportunities.