Awesome blog post about my friend, peer mentor and fellow Boothie entrep Charisse.
Entrepreneur: Charisse Conanan
Company Name: Smarteys
What does your company do/ produce?
Smarteys provides the only personalized and automated software for people to manage their money. Our cash and debt management tools primarily cater to individuals with student loan debt. Our holistic approach involves financial planning around the entire wallet – income, debt, bills, saving, and spending.
Describe your background/ experience before starting your company.
I co-founded Smarteys as a student at the University of Chicago Booth School of Business. Prior to earning my MBA, I was a Vice President at JPMorgan Asset Management, where I worked for 6 years. I controlled 18% of the $10 billion fund focusing on health care, insurance, and utility stocks. I earned my CFA (Certified Financial Analyst) charter to develop my portfolio management expertise.
Where did your business concept come from?
While at JPMorgan, I started the division’s first personal finance seminar, known as MyFi, which helped develop my passion for individual financial planning. I recognized a bigger problem – no one my age had good tools to help manage their money. My passion for all things personal finance grew out of frustration that there were no good tools for me (or my peers) to manage their money. Furthermore, I believed that my own personal experiences with student loan debt, credit card debt, saving, and retirement could be shared more broadly.