Steve Miller

Steve Miller, CFP®, has a range of experience in the financial industry. Steve is currently serving as the Managing Director of the Sales and Experience Team at SEI. Prior to this, they were the Vice President of Business Development at GeoWealth, a leading provider of wealth management technology. Steve also has a history with SEI, where they held positions such as Business Development Director and Regional Director, focusing on new business development and providing outsourced services to financial advisors. Earlier in their career, Steve worked as a Financial Advisor at Delaware Valley Financial Group.

Steve Miller, CFP®, attended Lafayette College from 1996 to 2000. Steve earned an AB degree in Government & Law, with a minor in German. Additionally, they hold a certification as a Certified Financial Planner (CFP) from the CFP Board. The specific month and year of obtaining this certification were not provided.