Jeff Schwantz

Jeff Schwantz is an accomplished executive with extensive experience in revenue generation and strategic partnerships across the financial services industry. Currently serving as the Chief Revenue Officer at Advisor360°, Jeff previously held significant roles at Morningstar, including Global Head of Channel Partnerships, where leadership focused on building relationships with technology value-added resellers and sales partners. With a proven track record of managing large-scale business operations, Jeff led several teams responsible for P&L across multimillion-dollar segments, demonstrating expertise in enterprise sales and client experience. Earlier in their career, Jeff also held key positions at eMoney Advisor and Pershing, a BNY Mellon company, contributing to revenue growth and establishing strategic customer relationships. Jeff Schwantz holds an MBA in Finance and Strategic Management from Northern Illinois University and a BS in Business Administration with a marketing concentration from the University of Illinois Urbana-Champaign.