![Aaron Schumm](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Aaron Schumm
Oprichter bij
Vestwell Holdings, Inc.
Profiel
Aaron Schumm is the founder of Vestwell Holdings, Inc., founded in 2016, serving as Chief Executive Officer & Director.
Mr. Schumm is the founder of Vestwell Advisors LLC, founded in 2016, serving as Chief Executive Officer.
Former jobs include Director at Chalice Wealth Partners LLC, Principal at The BISYS Group, Inc., Vice President at Citigroup, Inc., Product Manager at CheckFree Investment Services, Senior Vice President-Product at Folio Dynamics, Inc., Principal at The Northern Trust Co., and Head-Business Development & Marketing at Electra Information Systems, Inc. Education includes an MBA from Duke University and an undergraduate degree from the University of Illinois.
Actieve functies van Aaron Schumm
| Bedrijven | Functie | Begin |
|---|---|---|
Vestwell Holdings, Inc.
 Vestwell Holdings, Inc. Investment ManagersFinance Operates digital recordkeeping platform that provides retirement plans and saving programs | Oprichter | 01-01-2016 |
Vestwell Advisors LLC
 Vestwell Advisors LLC Investment ManagersFinance Provides investment advice | Algemeen Directeur | 01-01-2016 |
Eerdere bekende functies van Aaron Schumm
| Bedrijven | Functie | Einde |
|---|---|---|
Electra Information Systems, Inc.
 Electra Information Systems, Inc. Data Processing ServicesTechnology Services Provides post-trade operations workflow solutions and managed services | Verkoop & Marketing | - |
Chalice Wealth Partners LLC
 Chalice Wealth Partners LLC Miscellaneous Commercial ServicesCommercial Services Operates as a membership organization of independent financial advisors, CPAs and financial professionals | Directeur/Bestuurslid | - |
The Northern Trust Co.
 The Northern Trust Co. Investment ManagersFinance Provides financial advisory and wealth management services | Corporate Officer/Principal | - |
The BISYS Group, Inc.
 The BISYS Group, Inc. Data Processing ServicesTechnology Services Provides data technology outsourcing services | Corporate Officer/Principal | - |
CheckFree Investment Services
 CheckFree Investment Services Miscellaneous Commercial ServicesCommercial Services Part of Fiserv, Inc., CheckFree Investment Services is a company based in Jersey City, NJ. | Corporate Officer/Principal | - |
Opleiding van Aaron Schumm
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
16
Eerstegraads connecties
11
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 11 |
|---|---|
The BISYS Group, Inc.
The BISYS Group, Inc. Data Processing ServicesTechnology Services Provides data technology outsourcing services | Technology Services |
Citigroup, Inc.
 Citigroup, Inc. Major BanksFinance Provides retail, investment, commercial banking, brand cards, securities sale & exchanges services | Finance |
CheckFree Investment Services
CheckFree Investment Services Miscellaneous Commercial ServicesCommercial Services Part of Fiserv, Inc., CheckFree Investment Services is a company based in Jersey City, NJ. | Commercial Services |
Folio Dynamics, Inc.
 Folio Dynamics, Inc. Packaged SoftwareTechnology Services Provides software development services | Technology Services |
Duke University
 Duke University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Illinois
 University of Illinois Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The Northern Trust Co.
The Northern Trust Co. Investment ManagersFinance Provides financial advisory and wealth management services | Finance |
Electra Information Systems, Inc.
Electra Information Systems, Inc. Data Processing ServicesTechnology Services Provides post-trade operations workflow solutions and managed services | Technology Services |
Vestwell Advisors LLC
Vestwell Advisors LLC Investment ManagersFinance Provides investment advice | Finance |
Vestwell Holdings, Inc.
Vestwell Holdings, Inc. Investment ManagersFinance Operates digital recordkeeping platform that provides retirement plans and saving programs | Finance |
Chalice Wealth Partners LLC
Chalice Wealth Partners LLC Miscellaneous Commercial ServicesCommercial Services Operates as a membership organization of independent financial advisors, CPAs and financial professionals | Commercial Services |
