Jeff Schwantz
- Role
- Luma Financial Technologies
- Location
- Charleston, SC, US
- LinkedIn followers
- 500 followers
Experience
Present
Education
Northern Illinois University
MBA, Finance and Strategic Management
2002 — 2005
University of Illinois Urbana-Champaign
BS, Business Administration - Marketing concentration
Skills
- Wealth Management Services
- Financial Advisory
- Business Relationship Management
- Business Strategy
- Insurance
- Relationship Management
- Portfolio Management
- Investment Advisory
- Securities
- Customer Relationship Management (Crm)
- Crm
- Investments
- Mutual Funds
- Series 63
- Business Development
- Wealth Management
- Asset Managment
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