US - Pennsylvania - Philadelphia - CRM

  • 1.  Q4 Meeting Recap

    Posted Dec 29, 2017 03:15 PM
    Thanks to everyone who came out to SEI for the Q4 Chapter Meeting!  If you weren't able to attend, you missed a good one and we even had a celebrity guest - @Joe Sznaza!

    Please see the attached meeting presentations.  A big thanks to ​​@Jason Greenbaum, @Bill Pollie, @Tommy Fu who absolutely blew the audience away with CRM and industry knowledge.

    We have a lot in store for 2018 so please keep an eye out for the next meeting.  It will be in Philadelphia but the office location is still being determined.  You can help determine our next location and agenda topics by filling out this survey: Q4 Chapter Survey

    The survey closes Friday, January 5th so please be sure to fill it out by then.  Thanks!

    Happy Holidays!!

    Daniel Madden
    CRM Specialist
    SEI Investments
    Oaks PA

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