David Schwartz Email & Phone Number
Vice President and CFO, Wealth Management @ TIAA
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David Schwartz Location
- New York, NY, US
David Schwartz Work
- 2023 -now Vice President and CFO, Wealth Management @
- 2022 -2023 Independent Consultant
- 2017 -2020 Managing Director and CFO, TIAA Financial Solutions, Strategic Initiatives @
- 2011 -2017 Vice President, Enterprise Finance, Mergers and Acquisitions and Integration @
- 2009 -2011 Vice President, Institutional Client Services, Strategy and Execution @
- 2008 -2009 Vice President, Institutional Participant Services, Strategy and Execution @
- 2004 -2008 Vice President, Retail Business Banking, Mergers and Acquisitions Integration @
- 2002 -2004 Vice President, Retail Business Banking, Branch Performance and Growth @
- 1990 -2002 Co-Founder and COO and CFO @ Real Estate Evaluation Services, Inc.
- 1984 -1990 Director, Finance and Treasurer @ The Metropolis Group
- 1983 -1984 Software Implementation Specialist @ Winsource Computer Systems
- 1981 -1983 Audit Senior and Audit Staff @
David Schwartz Education
- Queens College
Bachelor Of Arts (Accounting, Information Systems)
David Schwartz Skills
- Strategy
- Business Strategy
- Analytics
- CRM
- Vendor Management
- Mergers & Acquisitions
- Financial Modeling
- Real Estate Financing
- Business Intelligence
- Program Management
- Business Analysis
- Strategy Execution
- Business Transformation
- Process Improvement
- Investments
- Leadership
- Financial Planning
- Project Management
- Change Management
- Financial & Operational Modeling
- Business Development
- Public Speaking
- Marketing Strategy
- Sales
- Team Building
- Business
- Financial And Operational Modeling
- Start Ups
- Modeling
- Finance
- Strategic Planning
- Financial Services
- Budgeting
- Entrepreneurship
- Cross Functional Team Leadership
- Financial Analysis
- Management
- Financial Reporting
- Due Diligence
- Mergers and Acquisitions
- Integration
David Schwartz Summary
- David Schwartz, based in New York, NY, US, is currently a Vice President and CFO, Wealth Management at TIAA. David Schwartz brings experience from previous roles at TIAA. David Schwartz holds a Bachelor Of Arts in Accounting, Information Systems @ Queens College. With a robust skill set that includes Strategy, Business Strategy, Analytics, CRM, Vendor Management and more. David Schwartz has 1 emails on RocketReach.
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