John Swarts's Location
Philadelphia, PA, US
John Swarts's Work
- Chief Operating Officer @ Creative Financial Group
- CFO, Chairman, Owner @ Biztract, Digital Allstar, Miware LLC and Independent Alliance Advisors
- Managing Director @ Clearbrook Financial
- Partner and Director of Operations and Relationship Management @ Lockwood, Andrews & Newnam, Inc. (LAN)
- Partner and Owner @ AGS Financial
- Financial Consultant @ Merrill Lynch
- Internal auditor and Manager of Financial Reporting and Controller @ EnviroSource (formerly IU International)
- Audit Manager and Staff accountant @ MacDade Abbott & Co. CPAs
- Staff Accountant @ MacDade, Abbott & Co. CPA's
John Swarts's Education
- Widener University1983 - 1987
- Haverford High
John Swarts's Skills
- Strategy
- Portfolio Management
- Strategic Planning
- Series 7
- Financial Analysis
- Financial Services
- Securities
- Financial Planning
- Mutual Funds
- Wealth Management
John Swarts's Summary
John Swarts, based in Philadelphia, PA, US, is currently a Chief Operating Officer at Creative Financial Group, bringing experience from previous roles at Biztract, Digital Allstar, Miware LLC and Independent Alliance Advisors, Clearbrook Financial, Lockwood, Andrews & Newnam, Inc. and AGS Financial. John Swarts holds a 1983 - 1987 Widener University. With a robust skill set that includes Strategy, Portfolio Management, Strategic Planning, Series 7, Financial Analysis and more, John Swarts contributes valuable insights to the industry. John Swarts has 2 emails and 1 mobile phone number on RocketReach.
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Others Named John Swarts
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John Swarts
Graduate Studies, Computer Science, School of Engineering, Vanderbilt University at Vanderbilt University
Bardstown, Kentucky, United States35
Top Creative Financial Group Employees
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Lutcf Christopher Furrule
Chairman, CEO, General Agent at Creative Financial Group
Neptune City, NJ, US35+ -
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23
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53
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Adam Potulski
Financial Advisor at Creative Financial Group
Red Bank, New Jersey, United States41 -
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Alessandra Nicolas
Head of Financial Wellness and Benefits at Creative Financial Group
Philadelphia, Pennsylvania, United States33 -
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ViewMichael Crowley
Financial Planner, Financial Advisor at Creative Financial Group
West Chester, PA, US22 -
12
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ViewBob Hagenberg
Managing Partner at Creative Financial Group
Newtown Square, Pennsylvania, United States11 -
32
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