Matthew W. Dawson
About Matthew W. Dawson
Matthew W. Dawson is an Operations Analyst II at SEI in Oaks, Pennsylvania, with a background in finance and business management.
Title
Matthew W. Dawson holds the position of Operations Analyst II at SEI in Oaks, Pennsylvania, United States.
Current Company
Matthew W. Dawson currently works at SEI, where he serves in the role of Operations Analyst II. His responsibilities include processing the opening and closing of option contracts, both long and short, and reviewing physical certificates with transfer agents to convert them to electronic shares.
Previous Experience
Matthew W. Dawson has accumulated extensive experience in operations and analysis. He began as an Operations Analyst I at SEI from 2018 to 2019. Before that, he was a Documentation Specialist/Loan Processor at Bryn Mawr Trust for 4 months in 2018. He also worked as a Summer Intern at Wexford Property Management in the Greater Philadelphia Area in 2017. Additionally, he has experience from his role as a Master Learner at Cabrini University from 2015 to 2018.
Education and Expertise
Matthew W. Dawson has a solid educational foundation in business and finance. He earned his Master's degree in Business Administration (MBA) from LaSalle University between 2020 and 2022, specializing in Finance. Prior to his MBA, he obtained a Bachelor's degree in Business Management from Cabrini University, completing his studies from 2014 to 2018.
Client Interaction and Training
In his current role, Matthew W. Dawson actively assists clients with inquiries or issues regarding trade settlement, holdings, or general information. He also trains new employees on various tasks, including instructing global trades and transfers, option trades, and the technology used to assist clients.