Aaron Schumm

Founder at

Vestwell Holdings, Inc.

Finance

Technology Services

Commercial Services

Profile

Aaron Schumm is the founder of Vestwell Holdings, Inc., founded in 2016, serving as Chief Executive Officer & Director.
Mr. Schumm is the founder of Vestwell Advisors LLC, founded in 2016, serving as Chief Executive Officer.
Former jobs include Director at Chalice Wealth Partners LLC, Principal at The BISYS Group, Inc., Vice President at Citigroup, Inc., Product Manager at CheckFree Investment Services, Senior Vice President-Product at Folio Dynamics, Inc., Principal at The Northern Trust Co., and Head-Business Development & Marketing at Electra Information Systems, Inc. Education includes an MBA from Duke University and an undergraduate degree from the University of Illinois.

Aaron Schumm active positions

Companies	Position	Start
Vestwell Holdings, Inc. Vestwell Holdings, Inc. Investment ManagersFinance Operates digital recordkeeping platform that provides retirement plans and saving programs	Founder	01/01/2016
Vestwell Advisors LLC Vestwell Advisors LLC Investment ManagersFinance Provides investment advice	Chief Executive Officer	01/01/2016

All active positions of Aaron Schumm

Former positions of Aaron Schumm

Companies	Position	End
Electra Information Systems, Inc. Electra Information Systems, Inc. Data Processing ServicesTechnology Services Provides post-trade operations workflow solutions and managed services	Sales & Marketing	-
Chalice Wealth Partners LLC Chalice Wealth Partners LLC Miscellaneous Commercial ServicesCommercial Services Operates as a membership organization of independent financial advisors, CPAs and financial professionals	Director/Board Member	-
The Northern Trust Co. The Northern Trust Co. Investment ManagersFinance Provides financial advisory and wealth management services	Corporate Officer/Principal	-
The BISYS Group, Inc. The BISYS Group, Inc. Data Processing ServicesTechnology Services Provides data technology outsourcing services	Corporate Officer/Principal	-
CheckFree Investment Services CheckFree Investment Services Miscellaneous Commercial ServicesCommercial Services Part of Fiserv, Inc., CheckFree Investment Services is a company based in Jersey City, NJ.	Corporate Officer/Principal	-

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Linked companies

Private companies	11
The BISYS Group, Inc. The BISYS Group, Inc. Data Processing ServicesTechnology Services Provides data technology outsourcing services	Technology Services
Citigroup, Inc. Citigroup, Inc. Major BanksFinance Provides retail, investment, commercial banking, brand cards, securities sale & exchanges services	Finance
CheckFree Investment Services CheckFree Investment Services Miscellaneous Commercial ServicesCommercial Services Part of Fiserv, Inc., CheckFree Investment Services is a company based in Jersey City, NJ.	Commercial Services
Folio Dynamics, Inc. Folio Dynamics, Inc. Packaged SoftwareTechnology Services Provides software development services	Technology Services
Duke University Duke University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
University of Illinois University of Illinois Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
The Northern Trust Co. The Northern Trust Co. Investment ManagersFinance Provides financial advisory and wealth management services	Finance
Electra Information Systems, Inc. Electra Information Systems, Inc. Data Processing ServicesTechnology Services Provides post-trade operations workflow solutions and managed services	Technology Services
Vestwell Advisors LLC Vestwell Advisors LLC Investment ManagersFinance Provides investment advice	Finance
Vestwell Holdings, Inc. Vestwell Holdings, Inc. Investment ManagersFinance Operates digital recordkeeping platform that provides retirement plans and saving programs	Finance
Chalice Wealth Partners LLC Chalice Wealth Partners LLC Miscellaneous Commercial ServicesCommercial Services Operates as a membership organization of independent financial advisors, CPAs and financial professionals	Commercial Services