Jeff Shontz
About Jeff Shontz
Jeff Shontz is the Manager of the SEI Advisor Success Team at SEI and an Independent Associate at IDLife Corporate, with over 10 years of experience in the financial services industry.
Title
Jeff Shontz serves as the Manager of the SEI Advisor Success Team at SEI.
Company
Jeff Shontz works at SEI, particularly within the Independent Advisor Solutions by SEI in Oaks, PA, holding multiple positions. He also serves as an Independent Associate at IDLife Corporate.
Education and Expertise
Jeff Shontz studied at The Health Sciences Academy where he achieved credentials as a Nutritional Therapist after specializing as a Nutritional Advisor from 2015 to 2016. Prior to this, he studied at the University of Pittsburgh from 1998 to 2002. His educational journey began at Spring Ford High School, which he attended from 1994 to 1997.
Background
Jeff Shontz has a vast professional background. He worked as a Customer Service Representative at Susquehanna Bank from 2006 to 2008 in Royersford, PA. Before that, he served as the Marketing Company President at U-Haul International, Inc. from 2002 to 2006 in Woodbridge, VA. His current role at SEI began on January 1, 2021.
Experience in Financial Services
Jeff Shontz has over 10 years of experience in the financial services industry. He specializes in client transitions, migrations, education, and adoption analytics. His work with Independent Advisor Solutions by SEI focuses on providing financial advisors with turnkey wealth management services. He has been associated with serving the independent financial advisor market for more than 25 years through SEI.