manager of the sei advisor success team at sei@ SEI
Gilbertsville, Pennsylvania, United States
Jeff Shontz
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Health Sciences & Human Services
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FlashIntel GPTJeff Shontz is a highly experienced professional with over 21 years of work experience in the financial services industry. He specializes in client transitions, migrations, education, and adoption analytics. Jeff is an Independent Advisor Solutions by SEI, providing turnkey wealth management services through outsourced investment strategies, administration, and technology platforms. With a history of financial strength and transparency, Jeff has been serving the independent financial advisor market for over 25 years. For more information, visit seic.com/advisors and SEI New ways.
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I have been in the financial services industry for over 10 years. My specialties include client transitions, migrations, education, and adoption analytics. Independent Advisor Solutions by SEI provides financial advisors with turnkey wealth management services through outsourced investment strategies, administration and technology platforms, and practice management programs. With a history of financial strength, stability, and transparency, we have been serving the independent financial advisor market and the clients who depend on them for more than 25 years. For more information visit seic.com/advisors. SEI New ways. New answers. [email protected] 1 Freedom Valley Drive, Oaks, PA 19456 T 610-676-3349 www.seic.com
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manager of the sei advisor success team at sei
Financial Services
Jeff Shontz's Professional Milestones
- Customer Service Representative (2006-11-01~2008-03-01): Providing exceptional customer support, consistently exceeding expectations and building strong customer relationships.
- Independent Associate (2014-07-01~): Managing multiple client relationships, ensuring smooth workflow and client satisfaction.
Education
Skill
Platform
Project Management
Certification
Colleagues
Brandon Mohr
Behavioral Finance Acficionado | Private Equity | Small Business Owner
Elgivasweetlin S.
Product Owner
Tyler Anderson
product owner workflow solutions
Laura Edmunson
owner sei real estate
M Howell
Owner | Chief Executive Officer
Other Named Jeff Shontz
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Jeff Shontz works for SEI
Jeff Shontz's role in SEI is manager of the sei advisor success team at sei
Jeff Shontz works in the industry of Financial Services
Jeff Shontz's colleagues are Brandon Mohr,Elgivasweetlin S.,Tyler Anderson
Jeff Shontz's latest job experience is manager of the sei advisor success team at sei at SEI
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