Ann Swartz Location
Plympton, MA, US
Ann Swartz Work
- 2014 - now Chief Operations Officer @ Integrated Partners
- 2013 - 2014 Consultant @ Financial Productivity Group (FPG)
- 2010 - 2013 COO and SVP @ Baystate Financial
- 2005 - 2013 Registered Principal @ Baystate Financial
- 1988 - 2001 Assistant General Manager @ Mutual of Omaha
Ann Swartz Education
- The American College
CLU, ChFC, CASL, CLF (Financial Planning and Services)
1995 - 2011 - Clark University
Bachelor of Arts (BA) (Economics)
Ann Swartz Skills
- Operations Management
- Divisional Management
Ann Swartz Summary
Ann Swartz, based in Plympton, MA, US, is currently a Chief Operations Officer at Integrated Partners. Ann Swartz brings experience from previous roles at Financial Productivity Group (FPG), Baystate Financial Services and Mutual of Omaha. Ann Swartz holds a 1995 - 2011 CLU, ChFC, CASL, CLF in Financial Planning and Services @ The American College. With a robust skill set that includes Operations Management, Divisional Management and more. Ann Swartz has 2 emails and 2 mobile phone numbers on RocketReach.
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Top Integrated Partners Employees
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Paul Saganey
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Matt Ackermann
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