Oaks’ SEI Investments has tapped executive Dave Langdale as the next Chief Revenue Officer for its U.S. Private Banking division, the company announced in a press release.
Effective in the beginning of 2026, Langdale will oversee sales, client service, and growth strategies. He will report directly to Sanjay Sharma, Global Head of SEI’s Private Banking business and CEO of SEI International. Langdale has more than two decades at SEI, and brings a deep knowledge of the company’s operations, from his leadership at SEI Private Trust Company to guiding the firm’s global capabilities center in Hyderabad, India.
Sharma praised Langdale’s ability to align revenue strategies with operational scale, noting his expertise in client experience and market expansion. Langdale echoed the sentiment, saying growth depends on strengthening talent, deepening client relationships, and unlocking new market opportunities.
Langdale has held multiple leadership roles, most recently as President of SEI Private Trust Company. He is a graduate of Peirce College and holds a Certified Securities Operations Professional designation from the American Banking Association.
SEI remains a major force in wealth management, with $7.1 trillion in assets processed on its platforms and $1.1 trillion under custody as of the end of 2024. The Montgomery County firm counts eight of the top 20 U.S. banks among its clients.
To learn more about the appointment, visit SEI Investments.
