ED

Eric Dunn

Business Development Director - RIA Sales & Experience

Eric Dunn is a seasoned professional in business development and relationship management, currently serving as the Business Development Director for RIA Sales & Experience at SEI since August 2015. In this role, Eric contributes to enhancing registered investment advisors' firms through a blend of technology, custody, investment flexibility, and practice management services. With extensive experience that includes roles such as Business Development Consultant and External Relationship Manager, Eric is responsible for fostering relationships and providing strategic guidance to investment advisors across several southeastern states. Prior to joining SEI, Eric was a Portfolio Implementation Associate at Vanguard, where responsibilities included executing client portfolios under the direction of Financial Advisors. Eric holds a Bachelor's degree in Finance from West Virginia University.

Links

Previous companies


Org chart

This person is not in the org chart


Teams

This person is not in any teams


Offices

This person is not in any offices