Josh Scheffey Email & Phone Number

Philadelphia, PA, US

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.

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.

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..

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.

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.

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

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.

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.