Duane Oakes — Director, Senior Relationship Manager · SEI Private Wealth Management

Duane Oakes — Director, Senior Relationship Manager · SEI Private Wealth Management · Downingtown, Pennsylvania, United States.

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Profile updated Nov 2026 · Sourced from public professional profiles · Legitimate-interest B2B basis

About

Driven Executive, Experienced Wealth Advisor and Team Leader. I have been in the Financial Services business for 25 plus years helping develop and grow our business, my team members, leading our clients and helping them achieve their best lives!https://www.seic.com/ent/terms-use/social-media-guidelines-commenting-and-disclosure

Experience

Director, Wealth Advisor and Senior Relationship ManagerCurrent
SEI · Oaks, Pa
Jul 2000 – Present
Director, Wealth Advisor and Senior Relationship Manager. Member of Business Unit’s Leadership Council. Experienced in addressing the wealth management needs of individuals and families. SEI Private Wealth Management is an umbrella name for various life and wealth services provided through SEI Investments Management Corporation (SIMC), a registered investment advisor.