Jonathan Monroe

Jonathan Monroe

National Account Manager @ Sei

About Jonathan Monroe

Jonathan Monroe is a National Account Manager currently working at The Trade Desk, Inc. and SEI, with extensive experience in various roles at SEI and other financial institutions.

Current Title and Roles

Jonathan Monroe holds the position of Senior Account Manager at The Trade Desk, Inc. in New York, New York, United States. Alongside this role, he is concurrently serving as a National Account Manager at SEI.

Professional Experience at SEI

Jonathan Monroe has a diverse background at SEI, having served in multiple roles from 2014 to 2018. His positions included Investor Services Representative, Internal ETF Sales Consultant, Account Executive, Business Consultant, and finally, National Account Manager. His responsibilities spanned across the New York City, Long Island, and Connecticut regions.

Educational Background

Jonathan Monroe completed his Master of Business Administration at Villanova University, attending from 2015 to 2017. Prior to that, he earned a Bachelor of Arts from Ursinus College, where he studied from 2010 to 2014.

Early Career and Short-term Roles

Jonathan Monroe's early career included a brief stint as an advisor at 1847Financial in 2014 and a very short tenure as an Investor Services Representative at SEI the same year. Additionally, he worked as a Managerial Economics Laboratory Assistant at Ursinus College from 2013 to 2014.

Employment at The Trade Desk, Inc.

Since May 2019, Jonathan Monroe has been employed at The Trade Desk, Inc. in New York, New York, where he serves as a Senior Account Manager.

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