Connor Dee
About Connor Dee
Connor Dee is a Middle Office Operations Analyst at SEI in Oaks, Pennsylvania, with a background in business marketing and diverse experience in various roles within the financial and service industries.
Title
Connor Dee currently holds the position of Middle Office Operations Analyst at SEI, based in Oaks, Pennsylvania, United States.
Education
Connor Dee graduated from York College of Pennsylvania in December, completing studies in Business, Management, Marketing, and Related Support Services with a GPA of 3.5. His academic journey also includes studies at Whittier College in Business Marketing. Additionally, Dee played Collegiate Lacrosse while attending York College.
Professional Background
Connor Dee's professional experience is diverse, including roles such as Purchasing and Market Analyst Intern at My Rtrmnt LLC, Event Coordinator/ Sampler at Brewery Products Co, and Management Trainee at Enterprise Rent-A-Car. His previous positions also include Compliance Intern and Systems Analyst at Crompco in Plymouth Meeting, Pennsylvania.
Skills and Expertise
Throughout his career, Connor Dee has developed strong skills in analytics, communication, and proficiency in both Microsoft and Google tools. He has an in-depth understanding of IRS retirement account processing rules related to IRAs and Qualified Plans, and a comprehensive grasp of compliance-related rules governing the Financial Services Industry, including Anti-Money Laundering.
Current Responsibilities at SEI
In his role as Middle Office Operations Analyst at SEI, Connor Dee participates in departmental projects aimed at improving processes and systems. He handles both monetary and non-monetary requests for high-net-worth client accounts, identifies advisor-related processing issues, and ensures accurate completion of requests. His role also involves providing value-added servicing.