Dan Lavelle
Managing Director, Global Private Banking at SEI
- Role
- Managing Director at SEI
- Location
- Phoenixville, PA, US
- LinkedIn followers
- 500 followers
About Dan Lavelle
Dedicated and proven professional with over 15 years in the Wealth Management Investment Processing space. Areas of expertise include Strategic Executive Growth, Relationship Building, Operations and Technology, Project Management and Leadership.Disclosures: http://seic.com/social D•••••••@seic.com
Experience
Managing Director
Jan 2021 — Present · Oaks, PA, US
Education
Drexel University's LeBow College of Business
Bachelor of Science (B.S.), Marketing
2002 — 2007
Villanova University
Master of Business Administration (M.B.A.), Finance, Strategic Management
2011 — 2015
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