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Logan Schwartz Email & Phone Number

Account Executive at SEI Independent Advisor Solutions at SEI

Location: Greater Philadelphia, United States 3 work roles 2 schools

1 work email found @seic.com LinkedIn matched

✓ Verified Jul 2026 4 data sources Profile completeness 86%

Current company

SEI

Role

Account Executive at SEI Independent Advisor Solutions

Location

Greater Philadelphia, United States

Company size

3250 employees

Who is Logan Schwartz? Overview

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Quick answer

Logan Schwartz is listed as Account Executive at SEI Independent Advisor Solutions at SEI, a with 3250 employees, based in Greater Philadelphia, United States. AeroLeads shows a work email signal at seic.com and a matched LinkedIn profile for Logan Schwartz.

Logan Schwartz previously worked as Account Executive, SEI Independent Advisor Solutions at Sei and Independent Advisor Solutions Sales Intern at Sei. Logan Schwartz holds Bachelor Of Business Administration - Bba, Accounting And Finance from University Of Delaware - Lerner College Of Business And Economics.

Company email context

Email format at SEI

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{first_initial}{last}@seic.com

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AeroLeads found 1 current-domain work email signal for Logan Schwartz. Compare company email patterns before reaching out.

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Profile bio

About Logan Schwartz

Honor's College double major in Finance and Financial Planning & Wealth Management with an Economics minor from the Lerner College of Business and Economics at the University of Delaware. At SEI, we believe that everyone deserves access to objective financial advice, and we believe in the value of professional financial advice empowering individuals and families to create brave financial futures and live better lives. Independent Advisor Solutions by SEI helps make this possible, strengthening independent advisors through the indispensable and transformative combination of intuitive technology, investment flexibility, and practice management services.With a history of innovation, financial strength and corporate stability, we have been serving the independent financial advisor market and the clients who depend on them for more than 25 years.

Current workplace

Logan Schwartz's current company

Company context helps verify the profile and gives searchers a useful next step.

Sei

Account Executive at SEI Independent Advisor Solutions

oaks, pennsylvania, united states

Website

seic.com

Employees

3250

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Company profile

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3 roles

Logan Schwartz work experience

A career timeline built from the work history available for this profile.

Account Executive, Sei Independent Advisor Solutions

Current

Sei

• Provides wealth management services to over 250 independent broker-dealer affiliated and registered investment advisory firms, covering over $7B in AUM/AUA.• Supports independent financial advisors with a comprehensive and integrated financial advice structure to help power wealth, build community, and protect futures for advisors and their clients.• Develops and implements customized investment plans, assists with financial planning case design, and provides scale for advisory firms.

Jun 2022 - Present

Independent Advisor Solutions Sales Intern

Sei

Philadelphia, Pennsylvania, United States

• Unit Description: The Independent Advisor Solutions (IAS) Unit provides independent financial advisors with wealth management services through outsourced investment strategies, administration and technology services, and practice management programs. It is through these services that SEI helps advisors save time, grow revenues, and differentiate themselves in the market. With a history of financial strength, stability, and transparency, IAS has been serving the independent financial advisor market for more than 20 years and has over $69.4 billion in advisors’ assets under management, IAS is a strategic business unit of SEI.• Position Description: IAS provides independent financial advisors with wealth management services through outsourced investment strategies, administration and technology services, and practice management programs. It is through these services that SEI helps advisors save time, grow revenues, and differentiate themselves in the market.

Jun 2021 - Aug 2021

Sales Intern

Ysc Sports Academy

Wayne, Pennsylvania, United States

• Established and built business relationships with new and existing client accounts to grow revenue including conducting heavy prospecting and cold calling to build and maintain sales leads and business relationships.

Apr 2018 - Aug 2018

Team & coworkers

Colleagues at SEI

Other employees you can reach at seic.com. View company contacts for 3250 employees →

AV

Aaron Von Alst Colleague at SeiPhoenixville, Pennsylvania, United States View → RK

Ryan Kavanagh Colleague at SeiConshohocken, Pennsylvania, United States View → MM

Matthew Moules Colleague at SeiMalvern, Pennsylvania, United States View → MM

Matthew Mascitti Colleague at SeiHockessin, Delaware, United States View → BC

Bruce Chisholm Colleague at SeiUnited States View → MJ

Muanpong Juntopas Colleague at SeiChon Buri, Thailand View → BS

Bhagya Sama Colleague at SeiWest Chester, Pennsylvania, United States View → CB

Christopher Brown Colleague at SeiGreater London, England, United Kingdom View → KR

Karen Rhee Colleague at SeiHaverford Township, Pennsylvania, United States View → KR

Keith Ruane Colleague at SeiIreland View →

2 education records

Logan Schwartz education

Bachelor Of Business Administration - Bba, Accounting And Finance

University Of Delaware - Lerner College Of Business And Economics

Activities and Societies: Honor's College, Men's Club SoccerDouble Major in Finance and Financial Planning & Wealth Management Minor.

9-12

Conestoga Senior High School

Activities and Societies: - Member of National Honor Society, Varsity Soccer TeamAll-School Scholar – Given to students who graduate high.

FAQ

Frequently asked questions about Logan Schwartz

Quick answers generated from the profile data available on this page.

What company does Logan Schwartz work for?

Logan Schwartz works for SEI.

What is Logan Schwartz's role at SEI?

Logan Schwartz is listed as Account Executive at SEI Independent Advisor Solutions at SEI.

What is Logan Schwartz's email address?

AeroLeads has found 1 work email signal at @seic.com for Logan Schwartz at SEI.

Where is Logan Schwartz based?

Logan Schwartz is based in Greater Philadelphia, United States while working with SEI.

What companies has Logan Schwartz worked for?

Logan Schwartz has worked for Sei and Ysc Sports Academy.

Who are Logan Schwartz's colleagues at SEI?

Logan Schwartz's colleagues at SEI include Aaron Von Alst, Ryan Kavanagh, Matthew Moules, Matthew Mascitti, and Bruce Chisholm.

How can I contact Logan Schwartz?

You can use AeroLeads to view verified contact signals for Logan Schwartz at SEI, including work email, phone, and LinkedIn data when available.

What schools did Logan Schwartz attend?

Logan Schwartz holds Bachelor Of Business Administration - Bba, Accounting And Finance from University Of Delaware - Lerner College Of Business And Economics.

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