Erol Sozerman

Erol Sozerman

Reconciliation Supervisor @ Sei

About Erol Sozerman

Erol Sozerman is a Reconciliation Supervisor at SEI with over 8 years of experience in various analytical roles.

Current Position as Reconciliation Supervisor at SEI

Erol Sozerman currently holds the title of Reconciliation Supervisor at SEI. His role involves overseeing reconciliation processes, ensuring accuracy and efficiency in financial reporting, and managing a team responsible for these tasks. His extensive background in reconciliation and fund analysis within SEI has equipped him with the necessary skills to excel in this supervisory role.

Professional Experience at SEI

Erol Sozerman has been a part of SEI for over 8 years, starting his career there as a Mutual Fund Analyst. During his tenure at SEI, he progressed to a Senior Reconciliation Analyst, a role he held from 2015 to 2018. His career growth within the company underscores his expertise and dedication to the financial services industry. Currently, Sozerman serves as the Reconciliation Supervisor, building on the experience and knowledge gained in his previous positions within the company.

Experience as Senior Fund Accountant at Carta

In addition to his roles at SEI, Erol Sozerman has worked outside of the company, gaining valuable experience as a Senior Fund Accountant at Carta. This position allowed him to diversify his skill set and offered exposure to different financial structures and accounting practices. The time spent at Carta complements his extensive background in fund analysis and reconciliation.

Educational Background at Saint Joseph's University

Erol Sozerman obtained his Bachelor's degree from Saint Joseph's University, where he studied from 2009 to 2013. His education provided a strong foundation in financial principles and analytical skills, which he has applied throughout his career in various roles within the financial services sector. The skills and knowledge gained during his time at Saint Joseph's University have been instrumental in his professional development and success.

Career Beginnings in Mutual Fund Analysis

Erol Sozerman began his professional journey at SEI as a Mutual Fund Analyst in Oaks, Pennsylvania. Over a 9-month period, he developed expertise in analyzing mutual funds, which laid the groundwork for his subsequent roles within the company. This early experience was crucial in building his proficiency in financial analysis and helped pave the way for his advancements to senior positions within SEI.

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