Doug Berzins
About Doug Berzins
Doug Berzins is an Operations Supervisor (Free Asset Movement) at SEI with over a decade of experience in asset movement and operations within the financial services industry.
Current Position at SEI
Doug Berzins currently holds the position of Operations Supervisor (Free Asset Movement) at SEI. He began this role in June 2020 and works in Oaks, Pennsylvania. In this role, he supervises the free asset movement processes, contributing to the operational efficiencies within the company.
Operations Transition Services Specialist at SEI
In addition to his current supervisory role, Doug Berzins serves as Operations Transition Services Specialist at SEI, also based in Oaks, Pennsylvania. His responsibilities in this position involve overseeing transitional operations, ensuring smooth asset movements during changes, and maintaining high levels of service integrity.
Professional Experience at SEI
Doug Berzins has built a solid career at SEI, initially joining the company as a Free Asset Movement Analyst in 2013. Starting as a service team/temp for three months, he then became a Free Asset Movement Analyst III, a role he held from 2013 to 2018. Across these positions, he developed substantial expertise in asset movements, which paved the way for his later leadership roles.
Educational Background in Finance
Doug Berzins studied at Gwynedd Mercy University, where he earned a Bachelor's degree in Finance. His education spanned from 2009 to 2013, equipping him with a robust foundation in financial principles and practices that has supported his professional growth within the financial services sector.
Decade of Experience in Financial Services
With over a decade of experience, Doug Berzins has extensive knowledge and expertise in asset movement and operations within the financial services industry. His career trajectory at SEI demonstrates his ability to adapt and excel in various roles, highlighting his commitment and proficiency in the field.