Jonathan Stetler has extensive experience in client support and service management within the financial services industry. Currently serving as a Product Support Engineer at SEI since September 2023, Jonathan previously held roles at Envestnet, Inc. as a Sr. Service Manager and AVP Client Experience from August 2019 to August 2023. Jonathan's background also includes a position in Portfolio Management Services at SEI from October 2014 to August 2019, as well as a Senior Trust and Trade Associate at Ascensus from November 2010 to November 2014. Earlier experiences comprise roles as a Client Investment Consultant at Brinker Capital and a Senior Shareholder Services Representative at PFPC. Jonathan graduated from Drew University in 1998 and attended Governor Dummer Academy from 1990 to 1994.
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