Derek Egolf
About Derek Egolf
Derek Egolf is a Project Management Office professional at SEI in Oaks, Pennsylvania, specializing in SWP Implementations.
Company
Derek Egolf works at SEI, a company located in Oaks, Pennsylvania. SEI provides investment processing, investment management, and investment operations solutions to help corporate and institutional clients, financial institutions, and high-net-worth families create and manage wealth.
Title
Derek Egolf holds the title of Project Management Office - SWP Implementations at SEI. In this role, he is responsible for the successful training and implementation of clients to the SEI Wealth Platform.
Education and Expertise
Derek Egolf studied at Kutztown University of Pennsylvania, earning a Bachelor's degree in Business Administration and Management, General. With over a decade of experience at SEI, he has built a strong background in mutual fund analysis and project management.
Professional Background
Derek Egolf has worked in various capacities at SEI. He started as a Mutual Fund Analyst Tier I-III from 2012 to 2015, then served as a Mutual Fund Specialist from 2015 to 2017. Following that, he worked as an Operations Supervisor for ten months until 2018. Since May 2018, he has been working in the Project Management Office for SWP Implementations.
Mutual Fund Analysis Experience
Derek Egolf has a comprehensive background in mutual fund analysis, having spent three years working as a Mutual Fund Analyst Tier I-III at SEI. This experience equipped him with a deep understanding of mutual fund operations and assessment.