Josh Scheffey

Josh Scheffey Email and Phone Number

Senior Director Strategic Alliances, Americas @ Summ
Philadelphia, PA, US
Josh Scheffey's Location
Greater Philadelphia, United States, United States
Josh Scheffey's Contact Details

Josh Scheffey personal email

Josh Scheffey phone numbers

About Josh Scheffey

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.

Josh Scheffey's Current Company Details
Summ

Summ

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Senior Director Strategic Alliances, Americas
Philadelphia, PA, US
Josh Scheffey Work Experience Details
  • Summ
    Senior Director Strategic Alliances, Americas
    Summ
    Philadelphia, Pa, Us
  • Arculus
    B2B Sales And Business Development Lead
    Arculus Jul 2023 - Present
    Somerset, New Jersey, Us
    At 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.
  • Ledger
    Senior Sales Director, Americas - Ledger Enterprise
    Ledger Sep 2021 - May 2023
    Paris, Ile-De-France, Fr
    At 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.
  • Fis
    Senior Sales Executive- Wealth & Retirement
    Fis Jan 2019 - Sep 2021
    Jacksonville, Fl, Us
    FIS 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.
  • Sei
    National Sales Key Account Manager: Independent Advisor Solutions
    Sei Apr 2018 - Jan 2019
    Oaks, Pa, Us
    Manages 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.
  • Sei
    National Sales Director: Strategist Group
    Sei Jul 2015 - Apr 2018
    Oaks, Pa, Us
    Providing 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.
  • Sei
    Account Executive; Advisor Network Northeast Sales
    Sei May 2013 - Jul 2015
    Oaks, Pa, Us
    Providing 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
  • Wells Fargo
    Licensed Personal Banker Ii And Small Business Specialist
    Wells Fargo Sep 2011 - May 2013
    San 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.
  • Axa Advisors
    Financial Consultant
    Axa Advisors Jan 2009 - Aug 2011
    New York, Ny, Us
    AXA 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.
  • Aig Financial Advisors
    Registered Representative
    Aig Financial Advisors Jan 2008 - Aug 2008

Josh Scheffey Skills

Investments Portfolio Management Asset Management

Josh Scheffey Education Details

  • Penn State University
    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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