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Aaron Schumm

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Aaron Schumm

Senior Portfolio Analyst | Vestwell

New York, New York, United States

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Aaron Schumm

Summary

Aaron Schumm is a visionary entrepreneur and the founder and CEO of Vestwell, a leading fintech platform that addresses the $50 trillion savings gap by transforming access to savings solutions in the workplace. With a robust background in finance and technology, Aaron has a proven track record of innovation and leadership in the financial services industry. His experience spans various roles, including strategic advisory positions and product marketing, where he has consistently driven growth and efficiency. Aaron holds degrees from the University of Illinois and Duke University, underscoring his strong academic foundation. He has been recognized with prestigious awards, including New York's Tech Visionary Award and InvestmentNews’ 40 Under 40. His commitment to financial wellness extends to his advisory role at OfColor, focusing on improving financial health for underrepresented communities. Aaron's passion for technology and its impact on financial services positions him as a thought leader in the industry.

General

Generalist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Emerging Technologies

Leadership Development

Innovation

Organisational experience

Startup Experience

Corporate Experience

Consulting Experience

Aaron Schumm

Work Experience

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Senior Portfolio Analyst at

Northern Trust

July 2000 - October 2002

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Head Equity Research Analyst at

Dillon Scott Securities, Inc.,

December 2002 - December 2004

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Product Manager at

Fiserv

December 2002 - April 2006

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Marketing/Business Development/Sales at

Electra (now known as Pulse Data, a part of Gresham)

April 2006 - December 2006

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Vice President of Product Marketing at

Citi

January 2007 - October 2007

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Co-Founder, Chief Customer Officer (acquired by Envestnet) at

Optavia

October 2007 - December 2015

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Advisory Board Member (acquired by Plaid) at

Quovo

November 2015 - December 2018

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Board Of Directors at

Chalice Connect™

April 2018 - June 2019

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Advisor/Investor (acquired by FMG Suite) at

Vestorly (Acquired by FMG)

March 2015 - August 2022

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Board Observer at

CapIntel

February 2024 - Present

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Strategic Advisor at

OfColor

October 2020 - September 2024

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Founder, CEO at

Vestwell

January 2016 - Present

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Aaron Schumm

Education

Gies College of Business - University of Illinois Urbana-Champaign, Bachelors of Science, Finance

January 1996 - January 2000

Duke University - The Fuqua School of Business, 2007, MBA

January 2005 - January 2007

Frequently Asked Questions about Aaron Schumm

What is Aaron Schumm email address?

Aaron Schumm's primary email address is *****@vestwell.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Aaron Schumm work for?

Aaron Schumm is a Senior Portfolio Analyst at Vestwell.

Where Aaron Schumm graduated from?

Aaron Schumm holds a degree in null from Gies College of Business - University of Illinois Urbana-Champaign.

How can I directly contact Aaron Schumm?

To contact Aaron Schumm directly, you can use the email address *****@vestwell.com. Complete contact information is available upon registration with Muraena.

Who is Aaron Schumm?

Aaron Schumm is a visionary entrepreneur and the founder and CEO of Vestwell, a leading fintech platform that addresses the $50 trillion savings gap by transforming access to savings solutions in the workplace. With a robust background in finance and technology, Aaron has a proven track record of innovation and leadership in the financial services industry. His experience spans various roles, including strategic advisory positions and product marketing, where he has consistently driven growth and efficiency. Aaron holds degrees from the University of Illinois and Duke University, underscoring his strong academic foundation. He has been recognized with prestigious awards, including New York's Tech Visionary Award and InvestmentNews’ 40 Under 40. His commitment to financial wellness extends to his advisory role at OfColor, focusing on improving financial health for underrepresented communities. Aaron's passion for technology and its impact on financial services positions him as a thought leader in the industry.

Aaron`s contact details

mail

*****@vestwell.com

Colleagues

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Matt Golden

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