Stuart Schwartz Email & Phone Number
Director-Investments, Financial Advisor @ Oppenheimer & Co. Inc.
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Stuart Schwartz Location
- Melville, NY, US
Stuart Schwartz Work
- Director-Investments, Financial Advisor @ (May 2012 - Present)
- Associate Vice President - Investments @ Wells Fargo Advisors (September 2005 - January 2012)
Stuart Schwartz Education
- University of Rhode Island
Bachelor of Science (Business Administration)
- Xavier University
MBA & MHA (Business/Hospital Administration)
Stuart Schwartz Skills
- Financial Services
- Securities
- Asset Allocation
- Investment Strategies
- Financial Advisory
- Wealth-Preservation Strategies
- Risk Management Strategies
- Retirement-Plan Consulting
- Insurance
- Fixed Income Strategies
- 401 (k) Rollovers
- 401 K Rollovers
- Investments
- Financial Modeling
- Wealth Preservation Strategies
- Retirement Plan Consulting
- Portfolio Management
- Financial Reporting
- Microsoft Excel
- Management
- 401 Rollovers
Stuart Schwartz Summary
- Stuart Schwartz, based in Melville, NY, US, is currently a Director-Investments, Financial Advisor at Oppenheimer & Co. Inc.. Stuart Schwartz brings experience from previous roles at Wells Fargo Advisors. Stuart Schwartz holds a Bachelor of Science in Business Administration @ University of Rhode Island. With a robust skill set that includes Financial Services, Securities, Asset Allocation, Investment Strategies, Financial Advisory and more. Stuart Schwartz has 1 emails and 1 mobile phone numbers on RocketReach.
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