Jeff Benfield Email & Phone Number
Executive Managing Director, Head of Advisor Solutions & Technology @ SEI
Jeff Benfield's Location
Malvern, PA, US
Jeff Benfield's Work
- Executive Managing Director, Head of Advisor Solutions & Technology @ SEI
- Managing Director @ SEI
- Sr. Program Management, UHNW PAS & Self-Directed @ Vanguard
- Senior Product Manager, Advisor Technology @ Vanguard
- Director of Solutions @ SEI
- Strategic Solutions Manager @ SEI
- Vice President, Senior Product Manager @ Albridge, an Affiliate of Pershing
- Financial Consultant @ AXA Advisors, LLC
Jeff Benfield's Education
- Lehigh University
BS (Marketing)
- Texas A&M University
MBA (Finance)
- Wake Forest University
Certificate in Financial Planning (Financial Planning and Services)
Jeff Benfield's Skills
- Financial Services
- Series 7
- Product Management
- Wealth Management
- Financial Technology
- Performance Reporting
- Product Development
- Portfolio Management
- Mutual Funds
- Relationship Management
Jeff Benfield's Summary
Jeff Benfield, based in Malvern, PA, US, is currently a Executive Managing Director, Head of Advisor Solutions & Technology at SEI, bringing experience from previous roles at SEI and Vanguard. Jeff Benfield holds a BS in Marketing @ Lehigh University. With a robust skill set that includes Financial Services, Series 7, Product Management, Wealth Management, Financial Technology and more, Jeff Benfield contributes valuable insights to the industry. Jeff Benfield has 3 emails on RocketReach.
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Justin Carreon
Director, Business Development, Alternative Investment Fund Services at SEI
Philadelphia, PA, US45
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James Solloway
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