Erika Mattson
About Erika Mattson
Erika Mattson is a Risk Management Specialist at SEI Private Trust Company in Oaks, PA, with a background in finance from West Chester University of Pennsylvania.
Title
Erika Mattson holds the position of Risk Management Specialist at Sei Private Trust Company, a division of SEI Investments. She operates out of Oaks, Pennsylvania.
Education and Expertise
Erika Mattson achieved her Bachelor of Science in Finance, General from West Chester University of Pennsylvania. She studied there from 2001 to 2005, gaining a comprehensive understanding of finance principles. Additionally, she completed her high school education at West Chester East High School.
Professional Background
Erika Mattson has been with SEI Private Trust Company since January 2010. In her current role, she coordinates inter-department issues and resolutions. She also serves as a process coordinator and educator for a team of five specialists, one analyst, one temporary worker, and one part-time employee.
Project Management at SEI Private Trust Company
Erika Mattson manages various project initiatives at SEI Private Trust Company, including the Wash Sales and Errors Resolution Team. Her responsibilities include providing exception reporting updates to upper management in preparation for risk management meetings.