Ella Schwartz Email & Phone Number
Director of Operations @ Virginia Investment Advisory
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Ella Schwartz Location
- Richmond, VA, US
Ella Schwartz Work
- Director of Operations @ (December 2025 - Present)
- Vice President @ (April 2023 - December 2025)
- AVP and Trust Officer @ Burke and Herbert Bank & Trust Services (October 2021 - April 2023)
- Senior Associate - Client Administration @ (February 2020 - December 2021)
- President @ Cambridge Advisors (November 2014 - December 2021)
- Director of Operations @ Cambridge Advisors (December 2005 - November 2014)
- Director of Operations @ Virginia Investment Advisory, Inc. (January 2015 - August 2017)
- Assistant @ AXA-Equitable (January 2000 - May 2005)
- Office Manager @ Cambridge Advisors (January 1983 - January 1996)
Ella Schwartz Education
- University of North Carolina Wilmington
BS (PSYCHOLOGY)
Ella Schwartz Skills
- Business Development
- Retirement Planning
- Long-term Care
- Finance
- Financial Services
- CRM
- Project Planning
- Fundraising
- Customer Service
- Financial Advisory
- Leadership
- Leadership Development
- Management
- Nonprofits
- Sales
- Social Media
- Strategic Planning
- Account Management
- Marketing
- Training
- Long Term Care
- Research
Ella Schwartz Summary
- Ella Schwartz, based in Richmond, VA, US, is currently a Director of Operations at Virginia Investment Advisory. Ella Schwartz brings experience from previous roles at Burke & Herbert Bank, Burke and Herbert Bank & Trust Services, TCV Trust & Wealth Management and Cambridge Advisors. Ella Schwartz holds a BS in PSYCHOLOGY @ University of North Carolina Wilmington. With a robust skill set that includes Business Development, Retirement Planning, Long-term Care, Finance, Financial Services and more. Ella Schwartz has 2 emails and 2 mobile phone numbers on RocketReach.
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Top Virginia Investment Advisory Employees
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