Jeff Benfield Email & Phone Number
Chief Product Officer @ SEI
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Jeff Benfield Location
- Philadelphia, PA, US
Jeff Benfield Work
- Chief Product Officer @ (January 2026 - Present)
- Global Head of Technology Product and Middle Office Operations @ (February 2025 - January 2026)
- Executive Managing Director, Head of Advisor Solutions and Technology @ (December 2023 - July 2025)
- Managing Director, Advisor Solutions @ (February 2022 - December 2023)
- Sr. Program Management, UHNW PAS and Self-Directed @ (August 2021 - February 2022)
- Senior Product Manager, Advisor Technology @ (October 2019 - August 2021)
- Director of Private Banking Solutions @ (October 2014 - October 2019)
- Vice President, Senior Product Manager @ Albridge, an Affiliate of Pershing (January 2009 - January 2014)
- Financial Consultant @ (January 2007 - December 2009)
- Investment Associate Intern @ (January 2006 - December 2006)
Jeff Benfield Education
- Texas A&M University
MBA (Finance)
- Wake Forest University
Certificate in Financial Planning (Financial Planning and Services)
- Lehigh University
BS (Marketing)
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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