Jeff Schwantz
Luma Financial Technologies
Charleston, SC, US
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Present
@Luma Financial Technologies
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EDUCATION
2002 — 2005
Northern Illinois University
MBA, Finance and Strategic Management
N/A
University of Illinois Urbana-Champaign
BS, Business Administration - Marketing concentration
SKILLS
Wealth Management ServicesFinancial AdvisoryBusiness Relationship ManagementBusiness StrategyInsuranceRelationship ManagementPortfolio ManagementInvestment AdvisorySecuritiesCustomer Relationship Management (Crm)CrmInvestmentsMutual FundsSeries 63Business DevelopmentWealth ManagementAsset Managment
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