Joel Schwartz Email & Phone Number
President @ Combined, a Chubb Company
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Joel Schwartz Location
- Toronto, ON, CA
Joel Schwartz Work
- 2022 -now President @
- 2017 -2020 President, Colonial Penn Life Insurance @
- 2014 -2017 Chief Financial Officer and Chief Marketing Officer @
- 2005 -2013 Chief Financial Officer and Senior Vice President @
- 2001 -2005 President @ Ship 'n Shore
- 1999 -2001 Chief Financial Officer, Equity Investor, Board Member @ Living Strategies, Inc.
- 1986 -1998 Senior Vice President, Head of Finance and Strategic Planning @ CoreStates Financial Corp.
Joel Schwartz Education
- Villanova University
BS, Business Administration – Finance Major (Finance and Financial Management Services)
1983-1985 - Colgate University
(Business/Managerial Economics)
1981-1983 - The Haverford School 1978-1981
- Securities Industry Institute at The Wharton School
Joel Schwartz Skills
- Financial Services
- Risk Management
- Executive Management
- Strategic Financial Planning
- Retirement
- Financial Analysis
- Change Management
- Life Insurance
- Wealth Management
- Variable Annuities
- 401k
- Banking
- Leadership Development
- Employee Benefits
- Distribution Strategies
- Marketing Management
- Marketing Strategy
- Direct Response
- Asset Managment
- M&A experience
- Incentive Programs
- Mentoring
- Diversity & Inclusion
- Board of Directors
- Elder Care
- Commercial Banking
- Wholesale Banking
- Asset Allocation
- Finance
- Asset Management
- Financial Planning
- Microsoft Office
- Accounting
- Microsoft Excel
- Public Speaking
- Diversity and Inclusion
- Strategic Planning
Joel Schwartz Summary
- Joel Schwartz, based in Toronto, ON, CA, is currently a President at Combined Insurance Canada / Combined Assurances Canada. Joel Schwartz brings experience from previous roles at CNO Financial Group, Colonial Penn Life Insurance, Lincoln Financial Distributors and Ship 'n Shore. Joel Schwartz holds a 1983 - 1985 BS, Business Administration – Finance Major in Finance and Financial Management Services @ Villanova University. With a robust skill set that includes Financial Services, Risk Management, Executive Management, Strategic Financial Planning, Retirement and more. Joel Schwartz has 4 emails and 2 mobile phone numbers on RocketReach.
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