Jeff Schwantz Email and Phone Number
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Proven executive business operator, often asked to lead a transformation effort, including building and organizing the teams that shape that organization's future. Deep expertise in identifying growth opportunities, building and leading high performing teams to execute and achieve exceptional business results.
Luma Financial Technologies
View- Website:
- lumafintech.com
- Employees:
- 106
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Chief Growth Officer (Cgo)Luma Financial TechnologiesCharleston, Sc, Us
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Chief Revenue Officer (Cro)Advisor360° Aug 2023 - PresentWeston, Massachusetts, Us -
Global Head Of Channel PartnershipsMorningstar Oct 2022 - Aug 2023Chicago, Il, Us -
General Manager, Global Head Of Advisor Client Experience At MorningstarMorningstar Dec 2020 - Oct 2022Chicago, Il, UsDirect reports: Head of Sales (Enterprise, Mid Market and Inside Sales), Head of Technology, Head of Marketing and Go to Market, Head of Commercial Pricing & Packaging, Channel Partnerships, Product Management & Development, Product Operations, Program Management, Client Insights, Customer Onboarding & Support.
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General Manager, Global Head Of Enterprise Wealth Management SoftwareMorningstar Feb 2020 - Dec 2020Chicago, Il, UsDirect reports: Head of Technology, Head of Marketing and Go to Market, Head of Commercial Pricing & Packaging, Product Management & Development, Product Operations, Program Management, Client Insights, Customer Onboarding & Support.
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Svp, Head Of Enterprise ServicesEmoney Advisor Dec 2019 - Feb 2020Radnor, Pa, UsResponsible for enterprise sales, enterprise relationship management, strategic partnerships and marketing across eMoney’s financial planning solutions. Grew revenue derived from "enterprises" from 25% to nearly 60% during tenure. -
Svp, Head Of Enterprise SalesEmoney Advisor Nov 2017 - Dec 2019Radnor, Pa, Us
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Head Of Client SolutionsMorningstar Mar 2017 - Nov 2017Chicago, Il, Us
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Head Of Advisor And Wealth Management Solutions, North AmericaMorningstar Oct 2015 - Mar 2017Chicago, Il, Us
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Director - Sr. Relationship ManagerPershing, A Bny Mellon Company Jun 2013 - Oct 2015Jersey City, New Jersey, UsPrimary responsibilities include new business development and management of strategic customer relationships. Chair of Pershing’s Bank Market Segment, responsible for identifying, developing and leveraging emerging trends within the segment, which included executing on strategic market analysis that clearly defined growth opportunities. -
Vice President - Sr. Relationship ManagerPershing, A Bny Mellon Company Mar 2011 - Mar 2013
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Asst. Vice President - Relationship ManagerPershing, A Bny Mellon Company Jun 2006 - Mar 2011
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Business Consultant / Relationship ManagerAllstate Financial May 2005 - May 2006Lincoln, Ne, Us -
Operations Strategic Account ManagerAllstate Financial Sep 2003 - May 2005Lincoln, Ne, Us
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Product Sales ManagerAllstate Financial Jun 1999 - Sep 2003Lincoln, Ne, Us
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Credit Sales ManagerWells Fargo Financial, Inc. Jun 1998 - Jun 1999San Francisco, California, Us
Jeff Schwantz Skills
Jeff Schwantz Education Details
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Northern Illinois UniversityFinance And Strategic Management -
University Of Illinois Urbana-ChampaignBusiness Administration - Marketing Concentration
Frequently Asked Questions about Jeff Schwantz
What company does Jeff Schwantz work for?
Jeff Schwantz works for Luma Financial Technologies
What is Jeff Schwantz's role at the current company?
Jeff Schwantz's current role is Chief Growth Officer (CGO).
What is Jeff Schwantz's email address?
Jeff Schwantz's email address is je****@****ail.com
What is Jeff Schwantz's direct phone number?
Jeff Schwantz's direct phone number is (312) 696*****
What schools did Jeff Schwantz attend?
Jeff Schwantz attended Northern Illinois University, University Of Illinois Urbana-Champaign.
What skills is Jeff Schwantz known for?
Jeff Schwantz has skills like Business Development, Wealth Management, Relationship Management, Crm, Mutual Funds, Investments, Series 63, Securities, Portfolio Management, Customer Relationship Management, Business Strategy, Investment Advisory.
Who are Jeff Schwantz's colleagues?
Jeff Schwantz's colleagues are Joseph Cooper, Kevin O'daniel, Taylor Contino, Chandramouli Pappala, Matthew Hoops, Hanna Sprung, Lrv Mt.
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