David De Santis
About David De Santis
David De Santis is a Relationship Manager at SEI in the Greater New York City Area with over two decades of experience in client services and project management.
Current Role at SEI
David De Santis is currently employed as a Relationship Manager at SEI, where he has been working since May 2015. He operates out of the Greater New York City Area, managing client relationships and delivering comprehensive financial services. His role involves interfacing with clients to ensure their needs are met and contributing to the overall growth of the company.
Past Experience at JP Morgan
Before joining SEI, David De Santis was the Vice President of Client Services at JP Morgan from 2008 to 2015. During his seven-year tenure, he focused on overseeing client relationships and ensuring high-quality service delivery. His role required him to implement strategies to enhance client satisfaction and manage a team dedicated to client services.
Executive Role at UBS
David De Santis held the position of Executive Director at UBS from 2000 to 2007. In this leadership role, he was responsible for managing various client accounts and ensuring effective communication between the company and its clients. His responsibilities also included developing and implementing strategic plans to improve service delivery.
Project Management at Swiss Bank Corporation
Prior to his tenure at UBS, David De Santis served as a Project Manager at Swiss Bank Corporation from 1997 to 2000. In this capacity, he managed multiple projects, ensuring they were completed on time and within budget. His role demanded excellent organizational skills and a thorough understanding of the financial services industry.
Educational Background
David De Santis earned his MBA from Boston University, where he studied from 1995 to 1997. His education provided him with a solid foundation in business administration, equipping him with the skills needed for a career in financial services. The knowledge and expertise gained during his MBA program have been instrumental in his professional success.