Coby Schwartz Email & Phone Number

Philadelphia, PA, US

Conshohocken, Pennsylvania

• Manage the Eastern US territory with an external partner, developing and maintaining relationships with over 300 existing advisors.
• Making proactive calls and meeting with prospective financials advisors presenting the benefits of Copeland’s suite of strategies.
• Grew yearly assets in assigned territory from 85 million to over 300 million in three years.

Philadelphia, Pennsylvania

• Was responsible for accurately processing advisory account support including account opening, maintenance, and terminations.
• Provided user support on applications and Wealth Management operating systems.
• Monitored trading accounts, process trade corrections and track trade errors
• Respond to service inquiries from Janney financial advisors, money managers, and firm management.

Oaks, Pennsylvania

• Responsible for the daily administration of over 1000 investment accounts, valued at $8 billion
• Reconciled cash accounts and failing trades with custodians, update accrual balances, and calculate NAV on a daily basis
• Communicated with clients and internal teams to resolve open breaks and question surrounding accounts

Hershey, Pennsylvania

• Consistently met daily, weekly, and monthly company sales goals
• Provided guidance to customers on products to enhance customer knowledge and satisfaction
• Proactively sought out new customers to assist and drive sales

Albany, New York

• Managed a real money equity portfolio which was part of The College of Saint Rose’s endowment
• Made decisions on security selection and asset allocation for the creation and daily management of the $37,500 dollar portfolio
• Collaborated with other portfolio managers on allocation of portfolio

Albany, New York

• Analyzed financial statement information provided by commercial borrowers on a periodic basis
• Assisted credit analysts in reviewing and updating financial information in regards to credit lending
• Evaluated the financial implications of additional borrowing, commercial growth, and the borrowing company’s expenditures
• Was assigned multiple projects to organize the financial spreading of income taxation records

Hershey, Pennsylvania

• Managed the Biochemistry department’s grants to ensure spending budgets were followed
• Logged and tracked each purchase made by the department’s faculty, and reconciled credit card purchases
• Assisted in office management tasks such as ordering supplies, calendar scheduling, filing/ distributing of invoices, and travel accommodations
• Drafted purchasing orders for orders that exceeded $2,000