Daniel Callos
About Daniel Callos
Daniel Callos is the Performance Reporting Manager at SEI in Oaks, Pennsylvania, with extensive experience in asset management support and client implementations.
Title
Daniel Callos holds the position of Performance Reporting Manager at SEI in Oaks, Pennsylvania, United States. In this role, he brings a wealth of experience in managing and optimizing performance reporting processes for the organization.
Education and Expertise
Daniel Callos achieved a Masters of Business Administration from Penn State Great Valley, where he studied Business Administration and Management from 2014 to 2016. Prior to that, he earned a Bachelor of Science and Arts in Business Finance from Shippensburg University of Pennsylvania, having attended from 2002 to 2006. Daniel has expertise in trading and portfolio accounting platforms such as Fiserv APL, Market Street Advisers, Portia, and RKS enterprise. He also specializes in Series 7: General Securities Representative.
Background
Before his current role at SEI, Daniel Callos gained significant experience in the financial industry. He worked at State Street in various roles including Performance and Analytics Client Service AVP from 2020 to 2021, Client Service AVP from 2019 to 2020, and Performance and Analytics AVP from 2015 to 2019 in Berwyn, PA. Additionally, he served as Senior Portfolio Accountant at State Street from 2011 to 2015 and performed supervisory roles at BNY Mellon, including Reconciliation Supervisor from 2008 to 2011 and Managed Account Specialist/Team Leader from 2006 to 2008.
Client Implementations and Conversions
Daniel Callos is experienced in client implementations and conversions. Throughout his career, he has managed projects that involve the integration of new clients into financial platforms and the conversion of client data for improved service delivery. His skill set includes project management and leadership, allowing him to carry out these complex processes efficiently.
Asset Management Support
With a robust background in asset management support, Daniel Callos has provided comprehensive support services for managing investment portfolios. His roles have involved overseeing portfolio accounting and performance analysis, utilizing advanced financial tools and platforms. This background equips him with the necessary skills to enhance asset management processes and improve overall performance for clients.