Seamus O'brien
About Seamus O'brien
Business Development Director at SEI
Seamus O'Brien is currently serving as the Business Development Director – RIA Experience at SEI in Greater Philadelphia. His role involves focusing on building relationships and consulting clients on financial solutions, especially those related to Registered Investment Advisors (RIAs), Wealth Managers, Family Offices, and other financial professionals. His background supports financial advisors and their clients through innovative financial solutions and technology.
Vice President at BNY Mellon | Pershing
From 2015 to 2022, Seamus O'Brien worked at BNY Mellon | Pershing as Vice President of Relationship Management in the Wealth Solutions division. In 2015, he held the position of Vice President and Manager of Client Service for Managed Account Solutions. Earlier, from 2011 to 2015, he served as a Relationship Manager for Managed Account Solutions. His tenure included roles where he oversaw key accounts and managed significant client relationships in the financial sector.
Regional Director at Coventry First, LLC
Seamus O'Brien was a Regional Director at Coventry First, LLC from 2004 to 2008, based in Fort Washington, Pa. In this role, he was responsible for overseeing regional operations and driving business development initiatives. His efforts contributed to the company’s growth by building strong client relationships and identifying new business opportunities.
Educational Background
Seamus O'Brien completed his Bachelor of Arts in Communications and Psychology at Villanova University from 1995 to 1999. He attended Monsignor Bonner High School from 1991 to 1995. His academic background laid the foundation for his career in financial services, where he has accumulated over 20 years of experience. Currently, he is a Certified Financial Planner (CFP) candidate, illustrating his commitment to continuous professional development.
Expertise in Financial Services
With more than two decades of experience in financial services, Seamus O'Brien excels in building and managing relationships, strategic planning, sales, and distribution. He specializes in custody, managed accounts, wealth management products, and fintech. His expertise spans working with financial advisors to provide them with actionable practice management services and assist them in making informed business decisions.