KNOWLEDGE CENTER

Press Contacts

Dana Grosser
SEI
+1 610 676-2459
dgrosser@seic.com

Nicole Vattimo
SEI
+1 610 676-4385
nvattimo@seic.com

Our Experts

David Schug

David Schug

Managing Director, Private Banks

Areas of expertise

  • Industry trends in the worldwide private banking market
  • New business development for wealth management firms
  • Investment processing outsourcing solutions

David Schug currently serves as a Managing Director of New Business Development for SEI’s Private Banks segment. Leading multiple new business sales initiatives over the last 10 years, Mr. Schug has been largely responsible for the expansion of SEI’s investment processing and asset management outsourcing solutions to bank trust departments and independent trust companies across the U.S. and Canada.

Prior to joining SEI, Mr. Schug served as senior vice president of sales for R.E. Harrington, a diversified third party administration firm specializing in the outsourced administration of self insured group health and dental plans, workers compensation, and unemployment tax administration for Fortune 500 companies.

Mr. Schug earned his B.S. in Business Administration from Bowling Green State University and holds Series 24, Series 7, and Series 63 licenses.