Dean Mioli Cpa, Cfp, Clu, Cima, Aep
About Dean Mioli Cpa, Cfp, Clu, Cima, Aep
Dean Mioli is the Director of Investment Planning at SEI Investments in Oaks, PA, with extensive experience in tax planning, investment planning, and financial planning.
Title: Director of Investment Planning
Dean Mioli holds the position of Director of Investment Planning at SEI Investments in Oaks, PA. In this role, he is responsible for developing and overseeing investment strategies and portfolio designs. His expertise includes tax transitions of investment portfolios and charitable trust modeling, demonstrating a comprehensive understanding of complex financial planning needs.
Current Role at SEI Investments
Dean Mioli has been with SEI Investments since October 2011. As the Director of Investment Planning, he plays a crucial role in investment strategy and client advisory services. His work involves both charitable trust modeling and donor advised fund planning, showcasing his specialized capabilities in these areas.
Previous Experience at SEI Investments
Before his current role, Dean Mioli served as a Senior Investment Analyst at SEI Investments from 2006 to 2011. His responsibilities likely included detailed analysis of market trends, investment opportunities, and portfolio performance, contributing to the company's investment strategies.
Former Positions in Financial Planning and Analysis
Dean Mioli has held various positions in financial planning and analysis over his career. As a Director of Financial Planning at eMoney Advisor from 2002 to 2004 and a Relationship Manager at CMS Companies from 2004 to 2006, he gained extensive experience in client relationship management and financial advisory services. Prior to these roles, he worked as a Senior Technical Manager at AICPA from 2000 to 2002 and in Tax Technology at KPMG from 1990 to 1997.
Educational Background
Dean Mioli studied at Ursinus College, earning a Bachelor of Arts in Business from 1979 to 1983. His foundational education in business was further supported by his earlier studies at Monsignor Bonner from 1976 to 1979. This academic journey provided him with a solid grounding in business principles and practices.
Areas of Expertise and Specialization
Dean Mioli specializes in charitable trust modeling and design, as well as donor advised fund planning. His roles have involved strategic areas such as tax transitions of investment portfolios and portfolio design, highlighting his advanced skills and knowledge in these complex financial domains.
Nationally Recognized Public Speaker
Dean Mioli is a nationally recognized public speaker, known for his expertise in tax planning and investment planning. His speaking engagements often focus on these subjects, demonstrating his ability to communicate complex financial concepts effectively to diverse audiences.