Daniel Lavelle
About Daniel Lavelle
Daniel Lavelle is the Managing Director at SEI in Oaks, Pennsylvania, with over 15 years of experience in the financial services industry and a strong background in project management and new business development.
Managing Director at SEI
Daniel Lavelle is currently the Managing Director at SEI, located in Oaks, Pennsylvania, United States. In this role, he oversees various operations and strategic initiatives within the organization. His extensive experience in financial services and project management allows him to lead effectively in this high-responsibility position.
Previous Roles at SEI
Before becoming the Managing Director, Daniel Lavelle held multiple positions at SEI. From 2012 to 2021, he served as a Senior Relationship Manager in Private Banking, managing client relationships and financial strategies. Between 2007 and 2012, he worked in SEI Private Banking in Project Management, where he was involved in streamlining projects and operational workflows. From 2007 to 2010, he played a crucial role in new business development for the SEI Wealth Network, focusing on expanding the company’s market presence.
Educational Background
Daniel Lavelle completed his Master of Business Administration (M.B.A.) in Finance and Strategic Management from Villanova University between 2011 and 2015. He also holds a Bachelor of Science (B.S.) degree in Marketing from Drexel University - College of Business and Administration, earned from 2002 to 2007. His academic journey started at Dunmore High School, where he achieved his diploma from 1999 to 2002.
Early Career Experience
Daniel Lavelle has a diverse background in various industries. He worked as a Property Manager at Millett Enterprises from 2005 to 2007, demonstrating his versatility in handling different responsibilities. Earlier, in 2005-2006, he was involved in Tylenol Professional Marketing at McNeil Consumer & Specialty Pharmaceuticals. He also had a brief tenure at DuPont in Business Services from 2004 to 2005.
Experience in Financial Services and Private Banking
Bringing over 15 years of experience in the financial services industry, Daniel Lavelle has developed a strong background in project management within the private banking sector. His significant role in new business development at SEI Wealth Network and managing strategic projects highlights his expertise and contributions to the industry.