If you have any questions you would like addressed in the call, please send them to me beforehand as there will not be a Q&A session. Also, for the sake of confidentiality, you will only be able to view us and Dan and you will not be able to view the other participants in the call.
If you know of anyone that may want to join or who may benefit from this call, please do not hesitate to let me know and I will send them an invitation!
Wednesday, May 20 at 4:00 ET
Duration: 30 minutes
Additional event details to follow in registration confirmation email.
Daniel W. Musser, CFA
Investment Analyst, Investment Services Team
Independent Advisor Solutions by SEI
Dan is an Investment Analyst responsible for supporting the delivery of advice-driven asset management solutions for SEI’s advisors and their clients. This investment support primarily includes custom investment case analyses and proposal support for SEI advisors, as well as general investment and presentation support for SEI’s advisors and relationship managers.
Dan has been with the Investment Services Team since joining SEI in March, 2018. Prior to SEI, Dan worked as a Portfolio Manager with AssetMark providing highly customized investment solutions for high net worth individuals. Dan is a native of Central Pennsylvania where he graduated from Susquehanna University with a degree in Business Administration. He also received an MBA from the Rotman School of Management at the University of Toronto, is a CFA charterholder, and holds the NASD Series 65 License.
Outside of SEI, Dan enjoys watching college football, traveling to cities across North America, and spending time with family and friends.
Date and Time
Wed, May 20, 2020
4:00p - 4:30p EST