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Jeff Schwantz
Jeff Schwantz
Chief Revenue Officer (CRO) | Advisor360°
South Carolina, United States
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.
Jeff Schwantz
Work Experience
Chief Revenue Officer (CRO) at
Advisor360°
August 2023 - Present
Global Head of Channel Partnerships at
Morningstar Center Inc.
October 2022 - August 2023
General Manager, Global Head of Advisor Client Experience at Morningstar at
Morningstar Center Inc.
December 2020 - October 2022
General Manager, Global Head of Enterprise Wealth Management Software at
Morningstar Center Inc.
February 2020 - December 2020
SVP, Head of Enterprise Services at
eMoney Advisor
December 2019 - February 2020
SVP, Head of Enterprise Sales at
eMoney Advisor
November 2017 - December 2019
Head of Client Solutions at
Morningstar Center Inc.
March 2017 - November 2017
Head of Advisor and Wealth Management Solutions, North America at
Morningstar Center Inc.
October 2015 - March 2017
Director - Sr. Relationship Manager at
New Colony Homes Inc
June 2013 - October 2015
Vice President - Sr. Relationship Manager at
Pershing A Bny Mellon
March 2011 - March 2013
Asst. Vice President - Relationship Manager at
Pershing A Bny Mellon
June 2006 - March 2011
Business Consultant / Relationship Manager at
Allstate Corporation
May 2005 - May 2006
Operations Strategic Account Manager at
Allstate Corporation
September 2003 - May 2005
Product Sales Manager at
Allstate Corporation
June 1999 - September 2003
Credit Sales Manager at
Wells Fargo & Company
June 1998 - June 1999
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
*********@advisor360.com
*************@morningstar.com
Colleagues
Chief Financial Officer
Vice President Of Engineering
Vice President of Product Strategy
Senior Director, Chief of Staff Client Operations & Services
Vice President, Enterprise Data & Analytics
SVP Client Operations and Services
President
Vice President Of Professional Services
Senior Vice President, Chief Information Security Officer
Chief Financial Officer & Chief Operating Officer