Dena Schwartz Email & Phone Number
Supervisory Principal @ Independent Financial Group, LLC
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Dena Schwartz Location
- San Diego, CA, US
Dena Schwartz Work
- Supervisory Principal @ (August 2025 - Present)
- Manager and Sr. Supervisory Principal @ (June 2011 - June 2025)
- Regional Principal @ First Allied Securities (September 2010 - June 2011)
- Owner @ DKS Office Solutions (July 2010 - June 2011)
- Registered Sales Associate @ (July 2004 - June 2009)
- Agent, Registered Rep @ Mass Mutual Life Insurance Company (January 2003 - January 2004)
- Sales Director @ Pacific Life Insurance Company (January 2001 - January 2002)
- Registered Rep @ The MONY Group (January 1995 - January 2001)
Dena Schwartz Education
- San Diego State University
MBA (Tax and Financial Planning)
- UC San Diego
BA (Management Science)
Dena Schwartz Skills
- Alternative Investments
- Analytical Skills
- Annuities
- FINRA
- Investments
- Life Insurance
- Mutual Funds
- Retirement Planning
- Securities
- Series 7
- Management
- PowerPoint
- Microsoft Excel
- Public Speaking
- BLS
- Hospitals
Dena Schwartz Summary
- Dena Schwartz, based in San Diego, CA, US, is currently a Supervisory Principal at Independent Financial Group, LLC. Dena Schwartz brings experience from previous roles at LPL Financial, First Allied Securities, DKS Office Solutions and Wells Fargo Investments. Dena Schwartz holds a MBA in Tax and Financial Planning @ San Diego State University. With a robust skill set that includes Alternative Investments, Analytical Skills, Annuities, FINRA, Investments and more. Dena Schwartz has 5 emails and 3 mobile phone numbers on RocketReach.
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