Linsey Poletti in

Linsey Poletti

Observer · DISC type ci
RIA Marketing Manager, Independent Advisor Solutions at SEI
📍 Oaks, Pennsylvania, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
19 Years
Current Role
RIA Marketing Manager, Independent Advisor Solutions
Job Level
Middle
Location
Oaks, Pennsylvania, United States
Personality Overview

How Linsey shows up

Example Seeker
Assertive
Value Driven

They can sound friendly and charming but can quickly change gears to become inquisitive and probing. They are generally good communicators and can be hard to convince. They are likely to ask many questions and look heavily for supporting information.

Priorities

Topics Linsey cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

9-2021
RIA Marketing Manager, Independent Advisor Solutions
SEI
11-2020 - 9-2021
Digital Marketing Manager, SEI Global Marketing
SEI
4-2011 - 11-2020
Senior Meeting Planner
SEI
8-2007 - 4-2011
Director of Sales
ARAMARK, M&T Bank Stadium
5-2006 - 8-2007
Pregame Coordinator
ARAMARK, M&T Bank Stadium
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2002 - 2006
Bachelor of Science
Widener University
Social presence
in
Behavioral profile

DISC profile (public)

c

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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