Sheila Jelinek
Sheila Jelinek is an external portfolio consultant for Milliman Financial Risk Management. This group advises corporations and financial institutions on financial and capital markets risk management. In her current role, Sheila supports the distribution of the Milliman Managed Risk Strategy to both retail and institutional clients for the southeastern US.
Experience
Sheila has spent over two decades in the financial services industry, focusing specifically on retirement income planning. Prior to joining Milliman in 2015, Sheila was a regional vice president with Nationwide Financial, specializing in retirement income planning strategies and solutions for financial advisors and their clients. She served as a financial advisor for Merrill Lynch and, while completing her MBA studies, was an institutional junior analyst for The State of Georgia Teachers and Employees Retirement Systems covering the retail and non-durable consumer goods sectors.
Professional Designations
- Series 7 securities license
- Series 3 National Futures Association
- CRPC – Chartered Retirement Planning Counselor
Education
- MBA, Georgia State University
- BS, Mississippi College
Publications