Mark Swartz Email & Phone Number
President and CEO @ Ascend Planning and Consulting, LLC
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Mark Swartz Location
- Falls Church, VA, US
Mark Swartz Work
- 2017 -now President and CEO @
- 1980 -2017 Planning Professional and Manager @ AXA Advisors, LLC
Mark Swartz Education
- Temple University - James E. Beasley School of Law
J.D. (J.D., Law)
- College for Financial Planning
(CFP, Certified Financial PlannerTM professional)
- Drexel University's LeBow College of Business
(B.S., Business)
- The American College of Financial Services
(CLU & ChFC, Chartered Life Underwriter & Chartered Financial Consultant)
Mark Swartz Skills
- Management
- Project Planning
- Strategy
- Project Management
- Contract Negotiation
- Lean Manufacturing
- Logistics
- Strategic Partnerships
- Leadership
- Sales Management
- Financial Services
- Insurance
- Retirement Planning
- Wealth Management
- Business Succession Planning
- Executive Benefits
- 401 and Other Qualified Retirement Plans
Mark Swartz Summary
- Mark Swartz, based in Falls Church, VA, US, is currently a President and CEO at Ascend Planning and Consulting, LLC. Mark Swartz brings experience from previous roles at AXA Advisors, LLC. Mark Swartz holds a J.D. in J.D., Law @ Temple University - James E. Beasley School of Law. With a robust skill set that includes Management, Project Planning, Strategy, Project Management, Contract Negotiation and more. Mark Swartz has 1 emails and 1 mobile phone numbers on RocketReach.
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Top Ascend Planning and Consulting, LLC Employees
Mark Swartz
President and CEO
Falls Church, VA, US
Thomas Natoli
Executive Vice President
Falls Church, VA, US
Tareq Khattar
Senior Consultant
Falls Church, VA, US
Shawn Freshley
Planning Assistant
Fairfax, VA, US
Jason Crawford
Sr. Consultant, CERTIFIED FINANCIAL PLANNERâ„¢ professional
Falls Church, VA, US
Aaron Kniss
Financial Consultant
Virginia, United States
Gavin Fung
Financial Professional
Falls Church, VA, US
Lisette Bez
Digital Marketing and 401k Plan Coordinator
Falls Church, VA, US
Connor Williams
Marketing and Media Coordinator
Arlington, VA, US
Jack McCormick
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