Jake Bucha
About Jake Bucha
Jake Bucha is the Client Service Director at SEI, with over a decade of experience in the financial services industry, including roles at PNC Investments and IM Wealth Partners.
Title
Jake Bucha is the Client Service Director at SEI.
Current Role at SEI
Jake Bucha currently holds the position of Client Service Director at SEI. He has been with SEI for over 8 years, starting as an Internal Account Executive. His role involves managing client relationships and ensuring the delivery of quality service.
Previous Experience at SEI
Jake Bucha previously worked at SEI as an Internal Account Executive from 2015 to 2018 in Oaks, Pennsylvania. In this role, he accumulated extensive experience in managing accounts and building client relationships, which paved the way for his eventual promotion to Client Service Director.
Financial Specialist at PNC Investments
Before joining SEI, Jake Bucha was employed at PNC Investments as a Financial Specialist from 2013 to 2015. Based in Royersford, PA, he gained valuable experience in financial planning and investment management over his two-year tenure.
Financial Advisor at IM Wealth Partners
Jake Bucha also served as a Financial Advisor at IM Wealth Partners from 2011 to 2013 in Jeffersonville, PA. In this role, he advised clients on financial strategies and investment options, further solidifying his expertise in the financial services industry.
Pharmaceutical Recruiter at XPansce LLC
Earlier in his career, Jake Bucha worked as a Pharmaceutical Recruiter at XPansce LLC for one year from 2010 to 2011 in Exton, PA. This role marked the beginning of his professional career, prior to shifting his focus to financial services.
Educational Background
Jake Bucha completed his undergraduate studies at Franklin & Marshall College, earning a BA in Business, Organizations, and Society from 2006 to 2011. Prior to that, he received his high school diploma from Norristown Area High School from 2002 to 2006.