Dan Wilson
About Dan Wilson
Dan Wilson is an Accounting Supervisor at SEI in Oaks, Pennsylvania, with a diverse background in finance and customer service roles.
Current Role at SEI
Dan Wilson currently holds the position of Accounting Supervisor at SEI in Oaks, Pennsylvania, United States. He has been with SEI since January 2021, bringing a wealth of experience from his previous roles in accounting and operations supervision. As Accounting Supervisor, he oversees various financial activities and ensures that accounting practices within the company adhere to regulatory standards and internal policies.
Experience at BNY Mellon
Dan Wilson worked at BNY Mellon for a total of eight years. His roles included NAV Operations Supervisor from 2016 to 2021 and NAV Ops Investment Accountant from 2013 to 2021 in King of Prussia, Pennsylvania. His responsibilities likely involved overseeing net asset value (NAV) calculations, investment accounting, and managing client relationships. His extensive tenure at BNY Mellon signifies his deep expertise in financial operations and investment accounting.
Education Background
Dan Wilson completed his Bachelor of Science (B.S.) in Business Administration with a focus on Management from Bloomsburg University, Bloomsburg. He attended from 2005 to 2009. His foundational education has equipped him with the necessary skills in business management, which he has applied throughout his various professional roles. Prior to that, he attended Tulpehocken Junior/Senior High School from 1997 to 2001.
Early Career Roles
Dan Wilson's early career includes diverse roles that have contributed to his broad skill set. He worked as a Floating Teller at Fulton Financial Corporation for four months in 2013, and as an Industrial Recruiter at Berks and Beyond for three months in 2012. From 2010 to 2012, he served as a Reservation Coordinator at Hershey Entertainment and Resorts, following a five-month stint as a Reservations Agent in 2010. He also held a position as Sales & Marketing Assistant at IGI Global in Hershey for seven months in 2009, and worked as a Host at Applebee's Neighborhood Bar & Grill from 2008 to 2010.
Professional Development at Hershey Entertainment and Resorts
Dan Wilson gained significant customer service and coordination experience during his time at Hershey Entertainment and Resorts. He served as a Reservation Coordinator from 2010 to 2012 and as a Reservations Agent for five months in 2010. These roles likely involved managing bookings, assisting customers, and ensuring smooth operations within the hospitality segment. This period in his career helped to develop his organizational and interpersonal skills, which he later applied in his more specialized financial roles.