Stephen Schwartz Email & Phone Number
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Stephen Schwartz Location
- Port Chester, NY, US
Stephen Schwartz Work
- CEO @ (January 2009 - Present)
- Executive Vice President @ Oppenheimer & Co. (November 2001 - November 2008)
- Chief Executive Officer @ Prime Charter Ltd. (March 1990 - November 2001)
- Senior Vice President @ Wertheim Schroeder (May 1989 - March 1990)
- Corporate Vice President @ Drexel Burham Lambert (February 1988 - May 1989)
- Principal @ LF Rothschild (February 1982 - February 1988)
- Senior Vice President @ Lehman Brothers (July 1978 - February 1982)
Stephen Schwartz Education
- SUNY Brockport
BS (finance and economics)
1974-1976 - Alfred State College - SUNY College of Technology
AAS (Accounting)
1971-1973
Stephen Schwartz Skills
- Wealth Management
- Finance
- Brokerage
- Investment Banking
- Competitive Analysis
- Alternative Investments
- Recruiting
- Series 7
- Private Equity
- Securities
- Series 63
- Hedge Funds
- Financial Planning
- Asset Allocation
- Investment Advisory
- Services
- Financial Services
Stephen Schwartz Summary
- Stephen Schwartz, based in Port Chester, NY, US, is currently a CEO at Criterion Management LLC.. Stephen Schwartz brings experience from previous roles at Oppenheimer & Co., Prime Charter Ltd., Wertheim Schroeder and Drexel Burham Lambert. Stephen Schwartz holds a 1974 - 1976 BS in finance and economics @ SUNY Brockport. With a robust skill set that includes Wealth Management, Finance, Brokerage, Investment Banking, Competitive Analysis and more. Stephen Schwartz has 1 emails and 1 mobile phone numbers on RocketReach.
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