Verified recordNon-profit Organizations

Jeff Shontz

Community Coordinator at Healthy Kids Running Series

Based in Gilbertsville, United States

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Seniority

Staff

Department

General Business & Management

Location

Gilbertsville

Industry

Non-profit Organizations

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Contact information

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j•••••••@healthykidsrunningseries.org

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Background

About Jeff Shontz

I have been in the financial services industry for over 10 years. My specialties include client transitions, migrations, education, and adoption analytics. Independent Advisor Solutions by SEI provides financial advisors with turnkey wealth management services through outsourced investment strategies, administration and technology platforms, and practice management programs. With a history of financial strength, stability, and transparency, we have been serving the independent financial advisor market and the clients who depend on them for more than 25 years. For more information visit seic.com/advisors. SEI New ways. New answers. jbshontz@seic.com 1 Freedom Valley Drive, Oaks, PA 19456 T 610-676-3349

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