Dan serves as a Client Service Manager for SEI Family Office Services, where he plays a pivotal role in supporting clients utilizing the Archway Platform℠. Prior to joining SEI’s Family Office Services team, Dan accumulated 10 years of experience in client service within the wealth management and middle office sectors. His extensive 18-year career in financial services underscores his dedication to assisting clients in achieving their objectives.
Dan earned a Bachelor's degree in finance from Saint Joseph's University in Philadelphia. Beyond his professional endeavors, Dan is an avid Philadelphia Phillies fan, enjoys running, and cherishes moments with his wife and two sons.