Senior Account Manager @ (June 2002 - January 2003)
Regional Director @ American Equiment Leasing, a division of ABN AMRO (January 2001 - April 2002)
Regional Vice President @ LeasePlan USA, a subsidary of ABN AMRO (October 1995 - January 2001)
Certified Financial Planner @ (January 1988 - October 1995)
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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