Dan Raftery
About Dan Raftery
Dan Raftery is the Director of Sales, Regulatory Services at SEI in New York, with extensive experience in institutional sales and financial services.
Current Role at SEI
Dan Raftery is currently serving as the Director of Sales, Regulatory Services at SEI. He operates out of New York, New York, United States. In this role, he is responsible for overseeing the sales strategies and operations pertaining to regulatory services. His extensive experience in institutional sales equips him to effectively lead and innovate within this sector.
Previous Positions at Backstop Solutions Group
Dan Raftery held two significant roles at Backstop Solutions Group. From 2020 to 2022, he was the Director of Institutional Sales. During this period, he was responsible for driving sales initiatives and managing key client relationships in New York. Earlier, from 2014 to 2017, he served as an Institutional Sales Representative in the Greater New York City Area, where he honed his skills in sales and client management.
Career at Compliance Solutions Strategies
Between 2017 and 2020, Dan Raftery worked at Compliance Solutions Strategies as Director of Institutional Sales. In this New York-based role, he led sales strategies aimed at capturing and maintaining institutional clients, contributing to the company's growth within the regulatory compliance market.
Experience at SS&C Technologies
From 2011 to 2014, Dan Raftery was employed at SS&C Technologies as a Private Equity Relationship Manager in New York, NY. In this role, he was responsible for managing relationships with private equity clients, offering tailored support and solutions to meet their specific needs. This position further cemented his expertise in finance and client relations.
Early Career and Education
Dan Raftery began his career in the financial services industry at SEI Investments as an Analyst in Reporting from 2006 to 2007. He later served as an Analyst in Client Services at Hamilton Lane from 2007 to 2011 in Bala Cynwyd, PA. His academic background includes a degree from Mount St. Mary’s University, where he studied from 2001 to 2005, and a high school diploma from Cardinal O’Hara High School, earned between 1997 and 2001.