Michael Coccia is currently the Director of Business Transitions, managing the end-to-end transition of advisor businesses, including operational setup and data migration. Previously, they held various roles at SEI, including Broker Dealer Operations and New Business Service Consultant Supervisor, where they led onboarding processes and participated in developmental projects. Earlier in their career, Michael gained experience in consultative sales at Sears and electronics sales at h.h. gregg, as well as in parks and recreation for Upper Uwchlan Township. Michael earned a Bachelor of Science in Finance and a Master of Business Administration from West Chester University of Pennsylvania.
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