Dave Schwartz Email & Phone Number
VP - Account Executive @ Newcleus LLC
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Dave Schwartz Location
- Newtown Grant, PA, US
Dave Schwartz Work
- VP - Account Executive @ (October 2019 - Present)
- VP - Account Executive @ (November 2018 - Present)
- VP Client Relationship Management @ BFS Group (September 2013 - Present)
- Client Relationship Manager and Registered Representative @ Meyer-Chatfield (February 2006 - August 2013)
Dave Schwartz Education
- Pennsylvania College of Optometry
Dave Schwartz Skills
- 401k
- BOLI
- BOLI ADMINISTRATION
- Banking
- Credit
- Deferred Compensation
- Employee Benefits
- Executive Pay
- Finance
- Financial Analysis
- Financial Planning
- Financial Services
- Fixed Annuities
- Insurance
- Life Insurance
- Retirement
- Retirement Planning
- Risk Management
- Strategic Planning
- 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 Newcleus, BFS Group and Meyer-Chatfield. Dave Schwartz holds a Pennsylvania College of Optometry. With a robust skill set that includes 401k, BOLI, BOLI ADMINISTRATION, Banking, Credit and more. Dave Schwartz has 2 emails and 4 mobile phone numbers on RocketReach.
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