Josh Scheffey Email and Phone Number
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Having worked with some of the most successful Banking, Trust and Wealth Management firms helping to modernize their tech stack to meet the digital demands of their clients, I am now utilizing my expertise and doing my part to grow, educate and secure the digital asset ecosystem.
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Senior Director Strategic Alliances, AmericasSummPhiladelphia, Pa, Us -
B2B Sales And Business Development LeadArculus Jul 2023 - PresentSomerset, New Jersey, UsAt Arculus, we are pioneering the future of secure authentication payments with cutting-edge cryptographic signing and cold storage technology, all while providing a seamless user experience. -
Senior Sales Director, Americas - Ledger EnterpriseLedger Sep 2021 - May 2023Paris, Ile-De-France, FrAt Ledger Enterprise, we are a global technology provider empowering organizations to participate in the digital asset ecosystem securely and at scale. Our Platform-as-a-Service delivers treasury management, DeFi, NFT and Token creation capabilities, all with the secure governance framework that both crypto native and large corporations entering the Web3 ecosystem require. -
Senior Sales Executive- Wealth & RetirementFis Jan 2019 - Sep 2021Jacksonville, Fl, UsFIS is a global leader in financial services technology, with a focus on retail and institutional banking, payments, asset and wealth management, risk and compliance, and outsourcing solutions. Through the depth and breadth of our solutions portfolio, global capabilities and domain expertise, FIS serves more than 20,000 clients in over 130 countries. Headquartered in Jacksonville, Fla., FIS employs more than 47,000 people worldwide and holds leadership positions in payment processing, financial software and banking solutions. Providing software, services and outsourcing of the technology that empowers the financial world. -
National Sales Key Account Manager: Independent Advisor SolutionsSei Apr 2018 - Jan 2019Oaks, Pa, UsManages the SEI Advisor Network's largest Registered Investment Advisor and Elite Broker/Dealer relationships nationally, providing ongoing practice management and needs based consulting by utilizing SEI's industry leading suite of turn-key asset management solutions and wealth management platform technologies. -
National Sales Director: Strategist GroupSei Jul 2015 - Apr 2018Oaks, Pa, UsProviding Financial Advisors with turnkey wealth management services through outsourced investment strategies. With a six-tier process focusing on asset allocation, portfolio design, investment manager selection, portfolio construction, tax and risk management; SEI's portfolios are designed to maximize risk-adjusted return with proper levels of diversification. -
Account Executive; Advisor Network Northeast SalesSei May 2013 - Jul 2015Oaks, Pa, UsProviding Financial Advisors with turnkey wealth management services through outsourced investment strategies, administration and technology, as well as practice programs. Helping Advisors save time, grow revenues and differentiate themselves in the market -
Licensed Personal Banker Ii And Small Business SpecialistWells Fargo Sep 2011 - May 2013San Francisco, California, Us• Managed a premier household customer portfolio of high net worth clients• Profiled customers to determine their needs, then cross-selling appropriate products and services and referring customers to appropriate partners• Provided a broad base of services, including deposit-based, credit, investment and fee-based products, with the goal of acquiring 100% of the customer's business.• Developed and maintained relationships with Wells Fargo partners to maximize sales opportunities and achieve sales standards. -
Financial ConsultantAxa Advisors Jan 2009 - Aug 2011New York, Ny, UsAXA Advisors is a client-focused financial services leader providing valued clients with:-wealth protection strategies-asset management-financial portfolio analysis-estate planningfor individuals and businesses. The open architecture platform allows AXA to use a broad selection of products in customized strategies based on our clients needs and goals similar to a boutique firm, while having the strength and backing of a worldwide leader in the financial services industry. -
Registered RepresentativeAig Financial Advisors Jan 2008 - Aug 2008
Josh Scheffey Skills
Josh Scheffey Education Details
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Penn State University
Frequently Asked Questions about Josh Scheffey
What company does Josh Scheffey work for?
Josh Scheffey works for Summ
What is Josh Scheffey's role at the current company?
Josh Scheffey's current role is Senior Director Strategic Alliances, Americas.
What is Josh Scheffey's email address?
Josh Scheffey's email address is jo****@****oup.com
What is Josh Scheffey's direct phone number?
Josh Scheffey's direct phone number is +171762*****
What schools did Josh Scheffey attend?
Josh Scheffey attended Penn State University.
What are some of Josh Scheffey's interests?
Josh Scheffey has interest in Traveling, Snowboarding, Playing Lacrosse, Eagles Football, Tennis, Penn State Football, Food In The City Of Brotherly Love.
What skills is Josh Scheffey known for?
Josh Scheffey has skills like Investments, Portfolio Management, Asset Management.
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