![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
Fondateur chez
Vestwell Holdings, Inc.
Profil
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.
Postes actifs de Aaron Schumm
| Sociétés | Poste | Début |
|---|---|---|
Vestwell Holdings, Inc.
 Vestwell Holdings, Inc. Investment ManagersFinance Operates digital recordkeeping platform that provides retirement plans and saving programs | Fondateur | 01/01/2016 |
Vestwell Advisors LLC
 Vestwell Advisors LLC Investment ManagersFinance Provides investment advice | Directeur Général | 01/01/2016 |
Anciens postes connus de Aaron Schumm
| Sociétés | Poste | Fin |
|---|---|---|
Electra Information Systems, Inc.
 Electra Information Systems, Inc. Data Processing ServicesTechnology Services Provides post-trade operations workflow solutions and managed services | Sales & 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/Membre du Conseil | - |
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 | - |
Formation de Aaron Schumm
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
16
Relations au 1er degré
11
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 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 |
