Episode 12 – Bonus Episode: Get to Know the Practically Speaking & the Practice Management Solutions Team—with Raef Lee



When SEI is looking to develop new services that will make clients’ faces light up, Raef Lee is their go-to guy.

As the managing director and head of new services and strategic partnerships for Independent Advisor Solutions by SEI, Raef is all about finding ways to meet client needs. Now, Raef is sharing more about who he is, what he does, and why he loves it.

In this episode, you’ll learn:

  • About the two very different jobs that Raef has had at SEI
  • How Raef’s British roots have given him a passion for wine
  • Why he believes that you should always be passionate and constantly learning
  • What Raef’s biggest accomplishment is
  • And more!

Tune in now to learn about SEI’s managing director and head of new services and strategic partnerships, Raef Lee!

Resources:  Practically Speaking Blog | Raef Lee’s Twitter | SEI LinkedIn | SEI Facebook

 


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