Jason Shaver
About Jason Shaver
Jason Shaver is a Relationship Manager at SEI in Oaks, Pennsylvania, with extensive experience in the financial technology sector.
Current Position at SEI
Jason Shaver works as a Relationship Manager - US Banking at SEI in Oaks, Pennsylvania. His role involves enabling financial firms to simplify and grow their business through technology solutions such as TAMP and SaaS offerings. He enjoys face-to-face interactions and is dedicated to building relationships to deliver meaningful solutions.
Previous Roles at SEI
Jason Shaver has held several positions at SEI. From 2015 to 2018, he was an SEI Wealth Platform Service Professional - US Banking. Prior to that, he served as Project Manager from 2013 to 2015, a Business Analyst in Configuration Management from 2011 to 2013, and as a Senior Regional Consultant from 2008 to 2011. His roles have focused on CRM administration, release management and testing, and data integration and delivery.
Early Career at Ehrlich Pest Control
Before joining SEI, Jason Shaver worked at Ehrlich Pest Control as a CSR from 2005 to 2007. This early career position helped him develop foundational skills in customer service that would later be instrumental in his roles in the financial services industry.
Education at Millersville University
Jason Shaver studied at Millersville University of Pennsylvania, where he earned a Bachelor of Science (BS) degree. He attended the university from 2003 to 2007, completing his education with a strong foundation that prepared him for his various roles in the financial services sector.
Specialization in Financial Technology Solutions
Jason Shaver specializes in enabling financial firms to grow through technology solutions such as TAMP and SaaS. His extensive experience includes working with both small financial advisor shops and large regional banking institutions worth up to 100 billion dollars. He has interacted with professionals at all levels within financial institutions, from the back office to the C-Suite.