Michael Coccia
About Michael Coccia
Michael Coccia is the Digital Engagement Manager at SEI in Oaks, PA, with extensive experience in broker dealer operations and a strong background in finance.
Title
Michael Coccia is currently the Digital Engagement Manager at SEI in Oaks, PA.
Current Role at SEI
In his role as Digital Engagement Manager at SEI, Michael Coccia leads initiatives to enhance advisor engagement through a digital-first model. He focuses on business development, opportunity qualification, and driving technology adoption across client and prospect users. Michael also provides strategic insights and solutions to meet client business drivers and challenges through effective use of the SEI platform.
Work Experience at SEI
Michael Coccia has held multiple positions at SEI including Broker Dealer Operations and New Business Service Consultant Supervisor (2019-2021), Broker Dealer Operations and Advisor Network Onboarding Supervisor (2018-2019), and Broker Dealer Operations Analyst (2015-2018). His responsibilities across these roles have focused on operations, onboarding, and service consulting within the broker-dealer space.
Previous Work Experience
Before joining SEI, Michael Coccia worked in various capacities including Parks and Recreation at Upper Uwchlan Township (2014-2015), Electronics Sales at h.h. gregg (2013-2014), and Consultative Sales at Sears, Roebuck and Co. (2012-2013). These roles helped him develop a strong foundation in customer service and sales.
Education and Qualifications
Michael Coccia holds a Master of Business Administration (MBA) from West Chester University of Pennsylvania, obtained from 2019 to 2021. He also earned a Bachelor of Science (BS) in Finance, General from the same university from 2011 to 2015. He completed his high school education at Phoenixville High School from 2007 to 2011.