Eric Dunn
About Eric Dunn
Eric Dunn is an Internal Account Executive at SEI in Oaks, Pennsylvania, with over 7 years of experience at the company. He previously worked at Vanguard and holds a bachelor's degree from West Virginia University.
Current Role at SEI
Eric Dunn is currently an Internal Account Executive at SEI in Oaks, Pennsylvania, United States. In this role, he is responsible for managing internal accounts and ensuring client satisfaction within the company. His duties include overseeing account operations, implementing strategies to improve customer relationships, and coordinating with other departments to facilitate efficient service delivery.
Previous Position at SEI
Before his current role, Eric Dunn worked as an Advisor Service Consultant at SEI from 2015 to 2016. In this position, he provided support and consultation services to financial advisors, helping them navigate SEI’s products and services. During his 11-month tenure, he developed a deep understanding of client needs and the company's service offerings.
Experience at Vanguard
Eric Dunn worked at Vanguard as a Portfolio Implementation Associate from 2014 to 2015. During this year-long position, he gained valuable experience in portfolio management and client services. His responsibilities included implementing investment strategies, managing client portfolios, and ensuring alignment with clients' financial goals.
Educational Background
Eric Dunn completed his Bachelor's degree at West Virginia University, where he studied from 2010 to 2014. His academic background provided a solid foundation in financial principles and business management, which has been instrumental in his professional growth within the financial services industry.
Career Progression
Eric Dunn has been with SEI for over seven years. He started as an Advisor Service Consultant before transitioning to his current role as Internal Account Executive. His career journey showcases his adaptability and growth within the financial services industry. His experience at both SEI and Vanguard highlights his expertise in portfolio management and client services, making him a valuable asset to the organizations he has been a part of.