Aaron Schumm

Initiator
DISC Type : Di

Founder, CEO at Vestwell

New York, New York, United States

Overview

Aaron has no verified overview

Personality Overview

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.

Topics They Care About

Aaron has no verified topics they care about

Media Appearances

Aaron has no verified media appearances

Work History

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

Education

2005 - 2007
2007 from Duke University - The Fuqua School of Business
1996 - 2000
Bachelors of Science from Gies College of Business - University of Illinois Urbana-Champaign

More Information

Social Presence :

Prographics :

Exp : 8 Location : New York, New York, United States Job Level : Leadership Designation : Founder, CEO at Vestwell
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Insights For Selling To Aaron

During A Call Or A Meeting

DO's

  • Clearly address the competitive aspects
  • Refer to testimonials from well known people to highlight the value of your product
  • Keep your pitch focused on the impact but insert some anecdotes into it

DONT's

  • Don't be unorganized, be prepared for the pitch
  • Don’t be very informal even if they are being so themselves
  • Avoid focusing only on the product or its ROI, keep building trust subtly

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Aaron is

  • Product value plays a big role, followed by relationship and a sense of achievement.
  • Will you ever get a clear answer from Aaron

  • If they do not firmly believe in you, they will refuse without hesitation.

Insights For Deal Planning

    How fast (or slow) will Aaron move?

  • If they develop confidence in your product and you, then they can make fast decisions.
  • Can Aaron take some risk or not?

  • If necessary, they have the ability to take risky decisions.

You And Aaron

Personality Compatibility


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