Areas of Expertise

  • Wealth Management operations and technology infrastructure
  • FinTech product strategy and delivery
  • Process analysis and re-engineering

Rob leads the Global Solutions team for SEI’s Private Banking Unit. He is responsible for the strategic vision, development, and implementation of SEI’s Global Banking Solutions. His teams reside in Oaks, PA and London, UK.

Rob joined SEI in 1992 and has held numerous positions across the organization. Prior to his current role, Rob spent 12 years leading the Service Delivery Platform for SEI’s Advisor Network, managing the service, operations, reporting, and technology infrastructures that support SEI’s advisor clients and their end consumers.

Rob’s previous experiences at SEI have included Service Director in the SEI Private Trust Company and Account Executive for the SEI Advisor Network covering the New England market. He has also held positions within SEI’s Investment Management Unit and Investment Management Services Unit providing outsourced product and services for Private Banks, Investment Managers, and Institutional Investors.

Prior to joining SEI, Rob was Assistant Controller for United Pacific Life Insurance Company (a Reliance Company), where he managed cash and liquidity operations for the structured settlement and pension units.

Rob received a B.A. in economics and accounting from Ursinus College. 

Learn more about the SEI Wealth Platform

Enterprise Wealth Management Services for Private Banking Organizations