Directory
>
Aaron Schumm
Aaron Schumm
Senior Portfolio Analyst | Vestwell
New York, New York, United States
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.
Aaron Schumm
Work Experience
Senior Portfolio Analyst at
Northern Trust
July 2000 - October 2002
Head Equity Research Analyst at
Dillon Scott Securities, Inc.,
December 2002 - December 2004
Product Manager at
Fiserv
December 2002 - April 2006
Marketing/Business Development/Sales at
Electra (now known as Pulse Data, a part of Gresham)
April 2006 - December 2006
Vice President of Product Marketing at
Citi
January 2007 - October 2007
Co-Founder, Chief Customer Officer (acquired by Envestnet) at
Optavia
October 2007 - December 2015
Advisory Board Member (acquired by Plaid) at
Quovo
November 2015 - December 2018
Board Of Directors at
Chalice Connect™
April 2018 - June 2019
Advisor/Investor (acquired by FMG Suite) at
Vestorly (Acquired by FMG)
March 2015 - August 2022
Board Observer at
CapIntel
February 2024 - Present
Strategic Advisor at
OfColor
October 2020 - September 2024
Founder, CEO at
Vestwell
January 2016 - Present
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
*****@vestwell.com
Colleagues
English Second Language Instructor
Creative Department Coordinator
Manager
Junior Retirement Sales
Manager
Portfolio Administrator
Producer
Marketing Internship
Programmer Analyst
Wholesaler and Direct Sales