Dan J. Orlosky

Dan J. Orlosky is a seasoned professional with extensive experience in the financial services sector. Currently serving as a Senior Sales Solution Consultant and Program Manager at SEI since January 2011, Dan specializes in production support and project management for Advent Moxy/Axys and InvestEdge clients, providing training and ongoing support. Previous roles include Board Trustee at StrongVest Global Advisors and Senior Registered Client Service Associate positions at Morgan Stanley Smith Barney and UBS, where Dan managed substantial client accounts. Dan's career began as a Financial Advisor at American Express Financial Advisors and has included various roles focused on client service and financial products. Dan holds a Bachelor’s degree in Finance from Penn State University and a certificate in Human Resources Management from The Wharton School.