Investing Profile
Aaron Schumm
Your Intro Paths to Aaron Schumm
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7 Investors
Connected to David Cohen (Techstars), Sheel Mohnot (Better Tomorrow Ventures), Garrett Goldberg (BEE Partners), and 4 other investors on Signal.
Networks Aaron is a member of
Citi Network
48 CONNECTIONS
Duke University - The Fuqua School of Business Network
30 CONNECTIONS
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cbCurrent Investing Position
Angel
Investment Range
$5K - $25K
Sweet Spot
$15K
Aaron Schumm is on these Sector & Stage Rankings
Angel, Scout, and Solo-CapitalistsNew York CityHealth & Hospital Services (Pre-seed)Health IT (Pre-seed)FinTech (Pre-seed)Health & Hospital Services (Series A)Health IT (Series A)FinTech (Series A)Health & Hospital Services (Pre-seed)Health IT (Pre-seed)FinTech (Pre-seed)Health & Hospital Services (Series A)Health IT (Series A)FinTech (Series A)
Aaron Schumm's Experience
Strategic Advisor OfColor2020 - Present
Founder, CEO Vestwell2016 - Present
Advisor/Investor (acquired by FMG Suite) Vestorly2015 - 2022
Board Of Directors Chalice Financial Network™2018 - 2019
Advisory Board Member (acquired by Plaid) Quovo2015 - 2018
Co-Founder, Chief Customer Officer (acquired by Envestnet) FolioDynamix2007 - 2015
Vice President of Product Marketing Citi2007 - 2007
Marketing/Business Development/Sales Electra Information Systems2006 - 2006
Product Manager Fiserv2002 - 2006
Head Equity Research Analyst Dillon Scott Securities, Inc.,2002 - 2004
Senior Portfolio Analyst The Northern Trust Company2000 - 2002
Aaron Schumm's Education
Duke University - The Fuqua School of Business 2007 MBA
Gies College of Business - University of Illinois Urbana-Champaign Bachelors of Science Finance
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