Eric Schwarz Email & Phone Number
Chair of Finance Committee and Treasurer @ Health Services of North Texas
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Eric Schwarz Location
- Dallas, TX, US
Eric Schwarz Work
- 2024 -now Senior Trust Advisor @
- 2023 -now Chair of Finance Committee and Treasurer @
- 2023 -2024 Lead Fiduciary Advisory Specialist - Senior Trust Advisor @
- 2020 -2023 President @ ExecPlan LLC
- 2020 -2022 Co-Founder @ The Center for Free Enterprise
- 2020 -2022 Head of Financial Planning and Advisory @
- 2020 -2022 Managing Director @
- 2018 -2020 President @
- 2017 -2020 Senior Wealth Director @
- 2011 -2017 Wealth Management Advisor, Vice President @
- 2007 -2009 Wealth Director @
Eric Schwarz Education
- Miami University
Bachelor of Arts - BA (Rugby, Economics, and United States Air Force Reserves)
1987-1991 - Ashland University
Coursework Toward Master of Business Administration (MBA) (Finance)
- Boston University
Financial Planning (Financial Planning)
Eric Schwarz Skills
- Alternative Investments
- Estate Planning
- Financial Advisory
- Leadership
- Banking
- Planning
- Retirement Planning
- Wealth Management Services
- Portfolio Management
- Investments
- Finance
- Investment Advisory
- Strategy
- Financial Services
- Wealth Management
- Strategic Financial Planning
- Securities
- Microsoft Office
- Investment Strategies
- Entrepreneurship
- Risk Management
- Certified Financial Planner
- Financial Analysis
- Transition Planning
- Wealth
- Succession Planning
- Small Business
- Management
- Project Management
- Financial Risk Management
- Services
- Tax Advantaged Investment Strategies
- CRM
- Series 7
- Institutional
- Investment Management
- Private Banking
- Capital Markets
- Corporate Finance
- Insurance
- Mergers and Acquisitions
- Trusts
- Team Leadership
- Estates
- Business Consulting
- Financial Goals
- CX
- Sales Trainings
- Wealth Transfer
- High Net Worth Individuals
Eric Schwarz Summary
- Eric Schwarz, based in Dallas, TX, US, is currently a Chair of Finance Committee and Treasurer at Health Services of North Texas. Eric Schwarz brings experience from previous roles at Truist, Wells Fargo, ExecPlan LLC and The Center for Free Enterprise. Eric Schwarz holds a 1987 - 1991 Bachelor of Arts - BA in Rugby, Economics, and United States Air Force Reserves @ Miami University. With a robust skill set that includes Alternative Investments, Estate Planning, Financial Advisory, Leadership, Banking and more. Eric Schwarz has 1 emails and 2 mobile phone numbers on RocketReach.
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