Private Equity - Fund Accountant Analyst
Current
Aug 2024 - Present
AeroLeads people directory · profile
David Caplan Email & Phone Number
Business Development | Finance | Real Estate Development
at
SEI
LinkedIn matched
✓ Verified May 2026
3 data sources
Profile completeness 86%
Current company
Role
Business Development | Finance | Real Estate Development
Location
Elkins Park, Pennsylvania, United States
Company size
Who is David Caplan? Overview
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Quick answer
David Caplan is listed as Business Development | Finance | Real Estate Development at SEI, a company with 3250 employees, based in Elkins Park, Pennsylvania, United States. AeroLeads shows a matched LinkedIn profile for David Caplan.
David Caplan previously worked as Private Equity - Fund Accountant Analyst at Sei and Food Server at Iron Hill Brewery. David Caplan holds Bachelor'S Degree, Finance, General from Fox School Of Business At Temple University.
Company email context
Email format at SEI
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SEI
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Profile bio
About David Caplan
I am customer-oriented, out-going, and comfortable with face-to-face interpersonal interactions. I will be graduating the Fox School of Business in the summer with a degree in Finance. Over the past 3 years, I have gained experience in commercial real estate, financial audit, and business development working in a variety of environments from mature corporation to start up.
Current workplace
David Caplan's current company
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Sei
10 roles
David Caplan work experience
A career timeline built from the work history available for this profile.
Food Server
Current- Provide customer service at restaurant and micro-brewery serving 150+ customers daily
- Communicate with customers and record accurate food and drinks orders
- Promoted sales of additional menu items based upon evaluation of customer interest
May 2022 - Present
Finance And Business Development Intern
- Operate and manage a variety of topics ranging from calculating break-even dollar amounts, and profit margins, as well as creating models to project future growth from revenue
- Streamline communication and collaboration with the CEO in a small team environment by efficiently delegating and organizing agendas and tasks.
- Analyzed market trends and competitor activities to inform business strategies.
Jan 2024 - Oct 2024
Internal Audit Intern
- Offer financial, operational, and technology audits for specialty property and casualty insurance company
- Perform SOX control testing to certify key controls are operating effectively by auditing bank statements
- Complete tick and tie process to compare invoices to contracts
Nov 2023 - Feb 2024
Real Estate Development
-Create a financial model that establishes the risks and potential returns of a large-scale adaptive-reuse development-Develop a custom business plan identifying, describing, analyzing the opportunity, and examining the redevelopment feasibility of a large-scale commercial development-Design and deliver presentations pertaining to the assigned project.
Jun 2023 - Aug 2023
Account Executive
Carrier Pigeon / Uptight Suburbanite
- Communicated with 50+ customers daily regarding customized advertising for local newspaper
- Generated new business through successful networking
- Performed comprehensive market research on local businesses
Jul 2022 - May 2023
Bartender / Waiter
- Oversaw operation of bar services for high-volume casual restaurant specializing in American fare
- Communicated with customers regarding menu and drink selection; revolved
- Adhere to proper alcohol handling, sanitation, and safety procedures
Jul 2021 - Apr 2022
Retail Store Manager
Martef Ari Boutique Wine Cellar
- Managed all aspects of operation of the largest boutique winery in Northern Israel
- Communicated with customers and increased purchase volume through promotions and upselling
- Facilitated all employee hiring, training and management
Jun 2020 - Jun 2021
Event Manager
Falcon Laser Tag
- Oversaw large-scale events for the only tactical laser tag company in Israel
- Insured adherence to proper event safety requirements in accordance with company insurances
- Established safety rules to ensure a protected environment
Dec 2019 - Apr 2021
Assistant Restaurant Manager
Bella Café And Artesian Bakery
Nov 2018 - Dec 2019
Team & coworkers
Colleagues at SEI
Other employees you can reach at seic.com. View company contacts for 3250 employees →
AF
Amy Fisher
Colleague at Sei
Manchester Area, United Kingdom, United Kingdom
View →
AU
Andrea Umbehauer
Colleague at Sei
Phoenixville, Pennsylvania, United States, United States
View →
LC
Lara Collier
Colleague at Sei
Dublin, County Dublin, Ireland, Ireland
View →
BO
Benjamin Overbey
Colleague at Sei
Phoenixville, Pennsylvania, United States, United States
View →
RM
Rajdul Mollick
Colleague at Sei
West Bengal, India, India
View →
PH
Patricia Hillyer
Colleague at Sei
Royersford, Pennsylvania, United States, United States
View →
RF
Ralph Frank
Colleague at Sei
Zurich, Switzerland, Switzerland
View →
AR
Anshuman Roy
Colleague at Sei
Royersford, Pennsylvania, United States, United States
View →
MH
Matthew Hopkins
Colleague at Sei
Greater Philadelphia, United States
View →
BW
Ben Walsh
Colleague at Sei
Dublin, County Dublin, Ireland, Ireland
View →
Amy Fisher
Colleague at Sei
Manchester Area, United Kingdom, United Kingdom
View →
AU
Andrea Umbehauer
Colleague at Sei
Phoenixville, Pennsylvania, United States, United States
View →
LC
Lara Collier
Colleague at Sei
Dublin, County Dublin, Ireland, Ireland
View →
BO
Benjamin Overbey
Colleague at Sei
Phoenixville, Pennsylvania, United States, United States
View →
RM
Rajdul Mollick
Colleague at Sei
West Bengal, India, India
View →
PH
Patricia Hillyer
Colleague at Sei
Royersford, Pennsylvania, United States, United States
View →
RF
Ralph Frank
Colleague at Sei
Zurich, Switzerland, Switzerland
View →
AR
Anshuman Roy
Colleague at Sei
Royersford, Pennsylvania, United States, United States
View →
MH
Matthew Hopkins
Colleague at Sei
Greater Philadelphia, United States
View →
BW
Ben Walsh
Colleague at Sei
Dublin, County Dublin, Ireland, Ireland
View →
1 education record
David Caplan education
FAQ
Frequently asked questions about David Caplan
Quick answers generated from the profile data available on this page.
What company does David Caplan work for?
David Caplan works for SEI.
What is David Caplan's role at SEI?
David Caplan is listed as Business Development | Finance | Real Estate Development at SEI.
Where is David Caplan based?
David Caplan is based in Elkins Park, Pennsylvania, United States while working with SEI.
What companies has David Caplan worked for?
David Caplan has worked for Sei, Iron Hill Brewery, Empastec Inc., Gbli | Global Indemnity, and Keystone.
Who are David Caplan's colleagues at SEI?
David Caplan's colleagues at SEI include Amy Fisher, Andrea Umbehauer, Lara Collier, Benjamin Overbey, and Rajdul Mollick.
How can I contact David Caplan?
You can use AeroLeads to view verified contact signals for David Caplan at SEI, including work email, phone, and LinkedIn data when available.
What schools did David Caplan attend?
David Caplan holds Bachelor'S Degree, Finance, General from Fox School Of Business At Temple University.
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