Brandon Bates
About Brandon Bates
Director of Solutions - Private Banking at SEI
Brandon Bates has been the Director of Solutions - Private Banking at SEI since October 1, 2019. In this role, he leads initiatives to deliver innovative administrative and operational solutions tailored for SEI's private banking clients. His focus includes solutions engineering, effective product and project management, as well as vendor management and sales support.
Product Manager at SEI
In addition to his role as Director of Solutions - Private Banking, Brandon Bates also serves as a Product Manager at SEI in Oaks, PA. This role involves overseeing the lifecycle of SEI's financial products, ensuring they meet market needs and deliver exceptional value to clients.
Previous Roles at SEI
Brandon Bates has held multiple roles at SEI over his extensive career. He was a Service Representative and Manager from 2000 to 2006, and earlier, he worked as a Fund Accountant and Supervisor from 1996 to 1999 in Wayne, PA. These roles provided him with broad exposure to various facets of financial services and operations.
Educational Background
Brandon Bates holds an MBA in Management from Saint Joseph's University, Erivan K. Haub School of Business, which he completed between 2000 and 2002. He also has a BS in Finance from Drexel University's LeBow College of Business, earned over the course of five years, from 1991 to 1996.
Professional Experience in Financial Services
With over 23 years of experience in the financial services industry, Brandon Bates has specialized in delivering comprehensive administrative and operational solutions. His expertise spans solutions engineering, product and project management, vendor management, and sales and product support. His career reflects a commitment to enhancing client experiences and driving operational excellence.