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Dave Schwartz Location
Newtown Grant, PA, US
Dave Schwartz Work
2019 -now VP - Account Executive @
2018 -now VP - Account Executive @
2013 -now VP Client Relationship Management @ BFS Group
2006 -2013 Client Relationship Manager and Registered Representative @ Meyer-Chatfield
Dave Schwartz Education
Pennsylvania College of Optometry
Dave Schwartz Skills
Insurance
Deferred Compensation
BOLI ADMINISTRATION
BOLI
Banking
Life Insurance
Executive Pay
Credit
401k
Fixed Annuities
Retirement Planning
Employee Benefits
Financial Analysis
Finance
Strategic Planning
Financial Planning
Risk Management
Retirement
Financial Services
Microsoft Excel
Business Development
Dave Schwartz Summary
Dave Schwartz, based in Newtown Grant, PA, US, is currently a VP - Account Executive at Newcleus. Dave Schwartz brings experience from previous roles at BFS-MC Group, BFS Group and Meyer-Chatfield. Dave Schwartz holds a Pennsylvania College of Optometry. With a robust skill set that includes Insurance, Deferred Compensation, BOLI ADMINISTRATION, BOLI, Banking and more. Dave Schwartz has 2 emails and 4 mobile phone numbers on RocketReach.
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