Aaron Schumm in

Aaron Schumm

Initiator · DISC type Di
Founder, CEO at Vestwell
📍 New York, New York, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
8 Years
Current Role
Founder, CEO
Job Level
Leadership
Location
New York, New York, United States
Personality Overview

How Aaron shows up

Risk-Accepting
Confident
Friendly Challenger

They measure a product on its merit but can be influenced by strong testimonials. They don’t mind taking a stand if they believe in something. They respond well to objective pitches but also attach some value to relationships.

Priorities

Topics Aaron cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

1-2016
Founder, CEO
Vestwell
2-2024 - 5-2025
Board Observer
CapIntel
10-2020 - 9-2024
Strategic Advisor
OfColor
3-2015 - 8-2022
Advisor/Investor (acquired by FMG Suite)
Vestorly
4-2018 - 6-2019
Board Of Directors
Chalice Financial Network™
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2005 - 2007
2007
Duke University - The Fuqua School of Business
1996 - 2000
Bachelors of Science
Gies College of Business - University of Illinois Urbana-Champaign
Social presence
in
Behavioral profile

DISC profile (public)

D

Dominance (D)

Dominance (D) reflects how goal and task oriented a person is, and their ability to accomplish results irrespective of how demanding the circumstances might be. Those scoring high tend to be motivated by winning, competition, and success.

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