Alan Benson
About Alan Benson
Alan Benson is a Product Manager at SEI in Oaks, Pennsylvania, with extensive experience in various roles within the company since 2005.
Current Role at SEI
Alan Benson is currently a Product Manager at SEI in Oaks, Pennsylvania, United States. In his role, he is responsible for defining new capabilities based on market demands and roadmap priorities. He collaborates with various teams within SEI including Sales, Service, Client Adoption, Middle Office, Back Office, Technology Services, and Business Services to ensure that business needs are met.
Previous Experience at SEI
Alan Benson has extensive experience at SEI, having held multiple positions over several years. From 2019 to 2021, he worked as a Technology & Solutions Analyst. Prior to that, he served as a Project Team Lead from 2015 to 2019, and as a Project Manager Specialist for 11 months from 2014 to 2015. Earlier roles include Broker-Dealer Service & Operations Specialist (2012-2014), Service Liaison (2007-2012), and Service Team Consultant (2005-2007).
Early Career at Susquehanna Health System
Before joining SEI, Alan Benson worked in the Central Patient Accounting (CPA) Department at Susquehanna Health System from 2003 to 2005. This role marked his entry into the professional world, contributing to his foundational experience in service and operations.
Educational Background in Business Administration
Alan Benson holds a Bachelor of Science (B.S.) degree in Business Administration with a Finance emphasis from Susquehanna University. He completed his studies in 2003, which provided him with the foundational knowledge and skills necessary for his later roles in financial services and product management.
Specialization in Custody Services
Alan Benson specializes in Custody Services, focusing on areas such as Forms, CAA/SBLOC, Proxy Services, Donor Advised Funds, PTS accounts, and Cash Sweeps. His expertise in these areas allows him to effectively manage and enhance SEI's product offerings.