Bart Schwartz Email & Phone Number
Director of Client Experience @ Cosmic Design Studio
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Bart Schwartz Location
- Roswell, GA, US
Bart Schwartz Work
- 2022 -now Director of Client Experience @
- 2017 -2022 SVP of Brokerage @ Capstone Financial - Mass Mutual
- 2012 -2017 Vice President and Sales Manager @
- 2006 -2012 Sales Agent @ Coface North America
- 2003 -2006 Sales Agent @ Euler Hermes ACI
- 2002 -2003 Senior Account Manager @
- 2001 -2002 Regional Director @ American Equiment Leasing, a division of ABN AMRO
- 1995 -2001 Regional Vice President @ LeasePlan USA, a subsidary of ABN AMRO
- 1988 -1995 Certified Financial Planner @
Bart Schwartz Education
- College for Financial Planning
CFP (Certified Financial Planning Designation)
1994 - Rutgers University
Bachelor of Science - BS (Economics)
1984-1988
Bart Schwartz Skills
- Attitude Change
- Business Development
- Oral Communication
- Life Insurance
- Underwriting
- Insurance
- Disability Insurance
- Fixed Annuities
- Wealth Management
- Long-term Care
- Portfolio Management
- Term Life Insurance
- Retirement Planning
- 401k
- Whole Life
- Retirement
- Health Insurance
- Leadership
- Marketing
- Strategic Planning
- Management
- Team Building
- Microsoft Excel
- Customer Service
- Financial Reporting
- Healthcare
- Amc
- Check Processing
- CISM
- Alternative Payments
- Risk Management
Bart Schwartz Summary
- Bart Schwartz, based in Roswell, GA, US, is currently a Director of Client Experience at Cosmic Design Studio. Bart Schwartz brings experience from previous roles at Capstone Financial - Mass Mutual, Stonegate Brokerage, LLC, Coface North America and Euler Hermes ACI. Bart Schwartz holds a CFP in Certified Financial Planning Designation @ College for Financial Planning. With a robust skill set that includes Attitude Change, Business Development, Oral Communication, Life Insurance, Underwriting and more. Bart Schwartz has 2 emails and 9 mobile phone numbers on RocketReach.
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