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
- President and CEO @ (January 2017 - Present)
- Planning Professional and Manager @ AXA Advisors, LLC (January 1980 - January 2017)
Mark Swartz Education
- Temple University - James E. Beasley School of Law
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 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
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