Jonathan Bishop

Jonathan Bishop is a Business Associate at SEI, focusing on PB Change Management since July 2023. Responsibilities include leading client-training sessions on the SWP Platform and pursuing self-directed learning to enhance knowledge of system updates. Previously, Jonathan managed inbound client calls and administrative tasks in the SPTC RBPS role. Earlier experience as a Financial Representative at Northwestern Mutual involved developing a client market and participating in financial planning meetings. Jonathan's career began at Car Wash Palace as a Detailer, where exceptional service led to increased client referrals. Jonathan holds a Bachelor's degree in Music from Stetson University and is currently pursuing an MBA at the same institution.