Jesse Schwartz Email & Phone Number
Senior Trust Officer @ U.S. Trust
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Jesse Schwartz Location
- Port Washington, NY, US
Jesse Schwartz Work
- Senior Trust Officer @ (October 2015 - Present)
- Trust Officer @ (October 2000 - October 2015)
- Attorney @ (September 1997 - October 2000)
- Attorney @ (April 1996 - September 1997)
Jesse Schwartz Education
- St. John's University School of Law
Doctor of Law (J.D.)
- SUNY Oneonta
Bachelor of Arts (B.A.) (Business/Managerial Economics)
Jesse Schwartz Skills
- Estate Planning
- Wealth Management Services
- Wealth Management
- High Net Worth Individuals
- Trust Services
- Investment Management
- Private Banking
- Asset Allocation
- Wealth
- Asset Management
- Alternative Investments
- Investments
- Securities
- Customer Service
- Leadership
- Legal Writing
- Project Management
- Legal Research
- Strategic Planning
Jesse Schwartz Summary
- Jesse Schwartz, based in Port Washington, NY, US, is currently a Senior Trust Officer at U.S. Trust, Bank of America PWM. Jesse Schwartz brings experience from previous roles at Citi, Herbert E. Nass & Associates and Cullen and Dykman LLP. Jesse Schwartz holds a Doctor of Law (J.D.) @ St. John's University School of Law. With a robust skill set that includes Estate Planning, Wealth Management Services, Wealth Management, High Net Worth Individuals, Trust Services and more. Jesse Schwartz has 2 emails and 1 mobile phone numbers on RocketReach.
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