Jeff Schwantz

Jeff Schwantz Work

Chief Growth Officer (CGO)

@ Luma Financial Technologies

T

Managing Partner

@ Tide Consulting Group, LLC

Chief Revenue Officer (CRO)

@ Advisor360°

Jeff Schwantz Education

2002 - 2005 MBA in Finance and Strategic Management

Northern Illinois University
BS in Business Administration - Marketing concentration

University of Illinois Urbana-Champaign

Jeff Schwantz Skills

Business-to-Business (B2B)Revenue ManagementBusiness DevelopmentBusiness StrategyWealth Management ServicesSeries 63Wealth ManagementMutual FundsRelationship ManagementSecuritiesAsset ManagmentInvestmentsInvestment AdvisoryFinancial AdvisoryInsuranceCRMBusiness Relationship ManagementCustomer Relationship Management (CRM)Portfolio ManagementAsset ManagementStrategyFinancial ServicesSeries 7SalesCustomer Relationship Management CrmMarketingManagementStrategic PlanningLeadershipCustomer Relationship Management

Jeff Schwantz Contact Information

Work email●●●●●●●●@company.com

Personal email●●●●●●●●@gmail.com

Phone+● ●●● ●●● ●●●●

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What company does Jeff Schwantz work for?

Jeff Schwantz currently works at Luma Financial Technologies.

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Jeff Schwantz's primary industry can often be inferred from their work experience and skills listed on this profile.

Where is Jeff Schwantz located?

Jeff Schwantz is based in or around Charleston, SC, US.

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