Jeff Benfield Email & Phone Number
Chief Product Officer @ SEI
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Jeff Benfield Location
- Philadelphia, PA, US
Jeff Benfield Work
- 2026 -now Chief Product Officer @
- 2025 -2026 Global Head of Technology Product and Middle Office Operations @
- 2023 -2025 Executive Managing Director, Head of Advisor Solutions and Technology @
- 2022 -2023 Managing Director, Advisor Solutions @
- 2021 -2022 Sr. Program Management, UHNW PAS and Self-Directed @
- 2019 -2021 Senior Product Manager, Advisor Technology @
- 2014 -2019 Director of Private Banking Solutions @
- 2009 -2014 Vice President, Senior Product Manager @
- 2007 -2009 Financial Consultant @
- 2006 -2006 Investment Associate Intern @
Jeff Benfield Education
- Texas A&M University
MBA (Finance)
- Lehigh University
BS (Varsity Baseball)
- Wake Forest University
Certificate in Financial Planning (Financial Planning and Services)
Jeff Benfield Skills
- Financial Services
- Series 7
- Product Management
- Wealth Management
- Financial Technology
- Performance Reporting
- Product Development
- Portfolio Management
- Mutual Funds
- Relationship Management
- Production Managment
- Investments
- Securities
- Asset Allocation
- Alternative Investments
- Fixed Income
- Investment Management
- Presentations
- Equities
- Strategy
- Asset Management
- Business Relationship Management
- Trading
- Leadership
- Financial Analysis
- Services
- Solutions
- Management
- Marketing
Jeff Benfield Summary
- Jeff Benfield, based in Philadelphia, PA, US, is currently a Chief Product Officer at SEI. Jeff Benfield brings experience from previous roles at SEI and Vanguard. Jeff Benfield holds a MBA in Finance @ Texas A&M University. With a robust skill set that includes Financial Services, Series 7, Product Management, Wealth Management, Financial Technology and more. Jeff Benfield has 4 emails and 1 mobile phone numbers on RocketReach.
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