Issue link: https://read.uberflip.com/i/1494882
For institutional Investor use only. Not for public distribution. The information contained herein is confidential and proprietary to SEI and is not to be reproduced or made available in any form to any persons without the express prior written consent of SEI. 3 ©2022 SEI Vivian Estadt is a senior Client Service Director responsible for coordinating SEI's services offered through our OCIO solution. Her clients include institutional endowment, healthcare, foundation, multi- employer, higher education and corporate clients. She is the primary day-to-day contact in executing her clients' strategic initiatives and serves as an extension of their staff by providing investment, operational, audit and administrative support. She supports her clients through the lifecycles of their businesses. In order to ensure a seamless client experience and timely completion of requests, Vivian works on behalf of the client to coordinate with all of the internal teams at SEI including, but not limited to, the investment, operations, legal, custody, billing and performance reporting teams. Additional responsibilities include directing client activity such as rebalancing, trades, and the implementation of asset allocation changes, as well as creating custom materials based on clients' goals and objectives, current market environments, and portfolio strategy. In her preceding role, Vivian was the primary non-financial Credit Analyst on the SEI Fixed Income Portfolio Management team, where she was responsible for analyzing credit fundamentals and managing risk for over 100 investment-grade holdings across 10 non-financial sectors. She worked closely with SEI's IMU Portfolio Management Team to advise on credit-impacting issues across portfolios totaling $5 billion in assets and conducted research on sector risk, industry trends and economic/market conditions. Bachelor of Science in Education and Social Policy with Honors, Northwestern University Licensed Registered Representative, FINRA Series 7 and 63 (SEI Investments Distribution Company, member FINRA) Year started with SEI: 2007 Year started in investment industry: 2007 Vivian Estadt Vivian Estadt Client Service Director