Chloe Schwartzapfel is leading business development, sales, and marketing at Portfolio BI. Chloe brings extensive sales experience in financial technology solutions, specifically around cloud enterprise data management and automation, firmwide reporting, reconciliation, and data matching.
Chloe’s deep knowledge of the buy-side business and technology needs enables her to take on a proactive consultative approach when solving real business challenges our clients are facing. Her successful track record and expertise in SaaS-based, front-to-back office technology positions her to take on the role of Managing Director at Portfolio BI.
Chloe joins Portfolio BI from LUX FTS, SaaS data warehousing and reporting solutions, where she led the sales and marketing team. Before that, she worked at Duco Technologies where she was Vice President of Sales. Duco provides a SaaS solution for next-gen data matching and reconciliation. Before Duco, Chloe worked at Ullink/NYFIX and TradingScreen. She has offered thought leadership, strategic advice, insights for market differentiation, and go-to-market strategies using best-in-class tools and processes.
Chloe holds a Bachelor’s degree in Psychology and graduated with the International Honor Society, Psi Chi, from Long Island University – C.W. Post.