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Jeff Schwantz

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Jeff Schwantz

Chief Revenue Officer (CRO) | Advisor360°

South Carolina, United States

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Jeff Schwantz

Summary

Jeff Schwantz is a seasoned executive with extensive experience in the financial services industry, particularly in asset management and business development. He has a proven track record of leading transformation efforts and building high-performing teams that drive exceptional business results. Jeff's leadership style is characterized by a purpose-driven approach, focusing on servant leadership and fostering collaboration. His strategic vision has been instrumental in reversing declining business trajectories and achieving sustainable growth. With a strong background in client relationship management and channel partnerships, he is passionate about creating value through innovative solutions. In addition to his professional achievements, Jeff has been recognized as one of the Rising Stars of Mutual Funds, highlighting his impact in the industry. He holds an MBA in Finance and Strategic Management and has contributed to industry publications, sharing insights on powerful business relationships.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Leadership Development

Emerging Technologies

Innovation

Organisational experience

Corporate Experience

Jeff Schwantz

Work Experience

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Chief Revenue Officer (CRO) at

Advisor360°

August 2023 - Present

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Global Head of Channel Partnerships at

Morningstar Center Inc.

October 2022 - August 2023

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General Manager, Global Head of Advisor Client Experience at Morningstar at

Morningstar Center Inc.

December 2020 - October 2022

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General Manager, Global Head of Enterprise Wealth Management Software at

Morningstar Center Inc.

February 2020 - December 2020

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SVP, Head of Enterprise Services at

eMoney Advisor

December 2019 - February 2020

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SVP, Head of Enterprise Sales at

eMoney Advisor

November 2017 - December 2019

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Head of Client Solutions at

Morningstar Center Inc.

March 2017 - November 2017

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Head of Advisor and Wealth Management Solutions, North America at

Morningstar Center Inc.

October 2015 - March 2017

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Director - Sr. Relationship Manager at

New Colony Homes Inc

June 2013 - October 2015

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Vice President - Sr. Relationship Manager at

Pershing A Bny Mellon

March 2011 - March 2013

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Asst. Vice President - Relationship Manager at

Pershing A Bny Mellon

June 2006 - March 2011

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Business Consultant / Relationship Manager at

Allstate Corporation

May 2005 - May 2006

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Operations Strategic Account Manager at

Allstate Corporation

September 2003 - May 2005

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Product Sales Manager at

Allstate Corporation

June 1999 - September 2003

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Credit Sales Manager at

Wells Fargo & Company

June 1998 - June 1999

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Jeff Schwantz

Education

Northern Illinois University, Mba

January 2002 - January 2005

University of Illinois Urbana-Champaign, Bs

Frequently Asked Questions about Jeff Schwantz

What is Jeff Schwantz email address?

Jeff Schwantz's primary email address is *********@advisor360.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Jeff Schwantz work for?

Jeff Schwantz is a Chief Revenue Officer (CRO) at Advisor360°, a company specializing in Functions related to depository banking.

Where Jeff Schwantz graduated from?

Jeff Schwantz holds a degree in Finance And Strategic Management from Northern Illinois University.

How can I directly contact Jeff Schwantz?

To contact Jeff Schwantz directly, you can use the email address *********@advisor360.com. Complete contact information is available upon registration with Muraena.

Who is Jeff Schwantz?

Jeff Schwantz is a seasoned executive with extensive experience in the financial services industry, particularly in asset management and business development. He has a proven track record of leading transformation efforts and building high-performing teams that drive exceptional business results. Jeff's leadership style is characterized by a purpose-driven approach, focusing on servant leadership and fostering collaboration. His strategic vision has been instrumental in reversing declining business trajectories and achieving sustainable growth. With a strong background in client relationship management and channel partnerships, he is passionate about creating value through innovative solutions. In addition to his professional achievements, Jeff has been recognized as one of the Rising Stars of Mutual Funds, highlighting his impact in the industry. He holds an MBA in Finance and Strategic Management and has contributed to industry publications, sharing insights on powerful business relationships.

Jeff`s contact details

mail

*********@advisor360.com

*************@morningstar.com

Colleagues

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Thomas Lux

Chief Financial Officer

Gilad Sade

Vice President Of Engineering

Suzanne Bohs

Vice President of Product Strategy

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Lisa Eklund Pmp

Senior Director, Chief of Staff Client Operations & Services

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Michele Doyle

Vice President, Enterprise Data & Analytics

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Dave Parenti

SVP Client Operations and Services

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Lenny Vernovsky Pmp

Vice President Of Professional Services

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Alex Cunningham

Senior Vice President, Chief Information Security Officer

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Jason Quinn

Chief Financial Officer & Chief Operating Officer

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