Eric Schwarz Email & Phone Number
Chair of Finance Committee and Treasurer @ Health Services of North Texas
5 free lookup(s).
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 @
- 2003 - 2005 Managing Director and Owner (ING Partners and Silver Bull Strategies) @
Eric Schwarz Education
- Miami University
Bachelor of Arts - BA (Liberal Arts)
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 Liberal Arts @ Miami University. With a robust skill set that includes Alternative Investments, Estate Planning, Financial Advisory, Leadership, Banking and more. Eric Schwarz has 2 emails and 2 mobile phone numbers on RocketReach.
5 free lookup(s).
If you need more lookups,
subscriptions start at $34 USD/month.
Looking for a different Eric Schwarz?
Find contact details for 700 million professionals.
Others Named Eric Schwarz
Eric Schwarz
Managing Partner
Detroit, MI, US
Eric Schwarz
Chair of Finance Committee and Treasurer
Dallas, TX, US
Eric Schwarz
Senior Manager - Customer Research and Insight
Mansfield, MA, US
Eric Schwarz
Associate Director Operations
Trier, RP, DE
Eric Schwarz
CFO
California, United States
Eric Schwarz
E-commerce Director and Marketing Director
Hamburg, HH, DE
Top Health Services of North Texas Employees
Eric Schwarz
Chair of Finance Committee and Treasurer
Dallas, TX, US
Anna Contreras
Medical Center Business Manager
Denton, TX, US
Debra Layman
Chief Operating Officer
McKinney, TX, US
Brandi Johnson
Director of Human Resources
Texas, United States
Anna Contreras
Senior Practice Administrator
Lewisville, TX, US
Crystal McLeod
Pediatrician
Texas, United States
Juan Ruiz
Accounting Specialist
Denton, TX, US
Kelsey Gillette
Executive Assistant
Denton, TX, US
Teri Johnson
Chief Communications Officer
Denton, TX, US
How It Works
Get a Free Account
Sign up for a free account. No credit card required. Up to 5 free lookups. 
Search the #1 Contact Database
Get contact details of over 700M profiles across 60M companies - all with industry-leading accuracy. Sales and Recruiter users, try out our Email Finder Extension. 
Use our AI-Powered Email Finder
Find business and personal emails and mobile phone numbers with exclusive coverage across niche job titles, industries, and more for unparalleled targeting. Also available via our Contact Data API. 
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co