Dan J. Orlosky
Private Banking
- Role
- Senior Sales Solution Consultant at SEI
- Location
- Philadelphia, PA, US
- LinkedIn followers
- 500 followers
Sales & Business DevelopmentView LinkedIn profile
About Dan J. Orlosky
As a Solutions Consultant on SEI’s Technical Sales Team, I support business development…
Experience
Senior Sales Solution Consultant
Jul 2023 — Present · Oaks, PA, US
Education
Penn State University
Bachelor, Finance
1995 — 1999
The Wharton School
Certificate, Human Resources Management
2007 — 2009
Skills
- Wealth Management
- Management
- Mutual Funds
- Customer Service
- Strategy
- Investment Strategies
- Financial Analysis
- Training
- Asset Managment
- Investments
- Project Management
- Portfolio Management
- Insurance
- Securities
- Business Process Improvement
- Financial Services
- Trading
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