Brian Schwartz Email & Phone Number
ELEVATE Manager @ AGRILAND FS
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Brian Schwartz Location
- Johnston, IA, US
Brian Schwartz Work
- 2023 -now ELEVATE Manager @
- 2018 -2024 Managing Member @
- 2022 -2023 Director, Client Experience @
- 2021 -2022 Senior Salesforce Administrator @
- 2018 -2021 Financial Services Professional @
- 2020 -2020 Salesforce Analyst @
- 2020 -2020 IT Business Analysis Administrator (QCI) @
- 2019 -2019 Salesforce Administrator (TEKsystems) @
- 2018 -2019 Senior Project Manager and Sales Engineer @
- 2014 -2018 Business Analyst and Salesforce Administrator @
- 2010 -2015 Compliance Specialist and Registered Options Principal @
- 2000 -2009 Registered Sales Assistant @
- 2000 -2000 Registered Representative @ Olde Discount Corporation
Brian Schwartz Education
- The University of Iowa Tippie College of Business 1995-1999
Brian Schwartz Skills
- FINRA
- Mutual Funds
- 401k
- Securities
- Series 7
- Retirement Planning
- Investment Advisory
- Retirement
- Financial Planners
- Strategic Financial Planning
- Investments
- Series 24
- Series 63
- Financial Analysis
- Wealth Management
- Financial Planning
- Insurance
- Trading
- Finance
- Financial Services
Brian Schwartz Summary
- Brian Schwartz, based in Johnston, IA, US, is currently a ELEVATE Manager at AGRILAND FS. Brian Schwartz brings experience from previous roles at Cloudbanc LLC, Arcus Partners, Homesteaders Life Company and Jordan Creek Financial Solutions. Brian Schwartz holds a 1995 - 1999 The University of Iowa Tippie College of Business. With a robust skill set that includes FINRA, Mutual Funds, 401k, Securities, Series 7 and more. Brian Schwartz has 1 emails and 1 mobile phone numbers on RocketReach.
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