Financial Advisor Associate
Current
Oct 2023 - Present
AeroLeads people directory · profile
Denise Schatz Email & Phone Number
Financial Advisor Associate
at
Independence Wealth Services
1 work email found
@workplacedynamics.com
1 phone found area 215
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Financial Advisor Associate
Location
United States
Company size
Who is Denise Schatz? Overview
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Quick answer
Denise Schatz is listed as Financial Advisor Associate at Independence Wealth Services, a with 6 employees, based in United States. AeroLeads shows a work email signal at workplacedynamics.com, phone signal with area code 215, and a matched LinkedIn profile for Denise Schatz.
Denise Schatz previously worked as Client Relationship Manager at Independence Wealth Services and Life Coach at Denise Schatz Coaching. Denise Schatz holds Ba, Psychology from San Diego State University-California State University.
Company email context
Email format at Independence Wealth Services
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*@workplacedynamics.com
68% confidence
AeroLeads found 1 current-domain work email signal for Denise Schatz. Compare company email patterns before reaching out.
Profile bio
About Denise Schatz
Denise Schatz is a Financial Advisor Associate at Independence Wealth Services. She possess expertise in research, non profits, strategic planning, change management, microsoft office and 15 more skills. Colleagues describe her as "I have worked for Denise for over three years and I am beyond grateful for the opportunity. Over the course of my time working for her, I held three different positions and had endless positive experiences with her in each role. Denise believed in my abilities and helped to truly jump start my career. Denise is strong and truly cares about the people that work with her. She is professional, fun, helpful, and thorough. She empowers people to work hard, learn more, and stay on track. She is the embodiment of a great leader! " and "I have had the great pleasure of working with Denise for over 5 years. Denise is a very hard-working person who understands the aims and outcomes of a project from the beginning and is effective in seeing these aims through, always completing them on time. Denise is resourceful and dynamic and has a particularly good ability for problem solving which helps her function very well in her capacity as a leader. Denise has shown herself to be a remarkable team player also, using her goal orientated attitude to help drive the team forward. Denise is a friendly and caring individual who gets along well with the staff under her supervision as well as colleagues at her own level and is highly respected both personally and professionally. Thanks to her interpersonal skills she has great relations with clients and potential customers alike. It has been a great pleasure working under Denise. Denise's knowledge and experience makes her an inspiration to those working around her."
Listed skills include Research, Non Profits, Strategic Planning, Change Management, and 16 others.
Current workplace
Denise Schatz's current company
Company context helps verify the profile and gives searchers a useful next step.
Independence Wealth Services
9 roles
Denise Schatz work experience
A career timeline built from the work history available for this profile.
Client Relationship Manager
Feb 2023 - Oct 2023
Life Coach
Denise Schatz Coaching
Apr 2019 - Apr 2023
Director Of Business Development
MEA provides Best In Class HR Services, helping growing organizations manage their workforce needs, stay compliant, and acquire, train and manage talentOne way to ensure your workforce is supercharged is with the Predictive Index. Predictive Index is an analytical system to help organizations of all sizes make science-based decisions about their ultimate competitive advantage – their people. Utilizing the Predictive Index® (PI), a scientifically validated behavioral assessment, we help clients attract, retain and develop top talent. The result is: - selecting the best people for the right positions - better retention of top talent - better communication across the organization - improved performance - increased productivityPI has a 55 year history of success and is currently in use in 145 countries by over 8000 companies. Our clients include: Sony, Dell, Ikea, Oracle, Disney, Kellogg's, SAP, Nissan as well as many small to mid-size businesses.
Feb 2018 - Mar 2019
Vice President, Sales
Leader of sales organization managing various functions across customer life cycle.Tripled revenue from $5M to $15M in 4 years.Managed relationships with 46 media partners for the Top Workplaces program.Successfully reorganized sales department which Chairman of Board referred to as "the smoothest reorganization he has ever experienced".
Dec 2013 - Feb 2018
Customer Success Director
Responsible for business development and net new clients as individual contributor Achieved 125% of individual sales goal in 2011 selling to Human Resources and C-suite Developed and led team of 6 inside sales executives to achieve sales goals in high volume sales environmentConsistently exceeded team’s annual sales target
Aug 2010 - Nov 2013
Founder
Led marketing and sales efforts for catering business, doubling revenue within two yearsDeveloped and grew retail and wholesale accounts Designed themes and menus for each clientProject manager for parties and corporate events
Sep 2006 - Aug 2010
Advertising Account Executive
Responsible for net new clients and organic growth of existing client base Grew territory revenue by 20% year-over-year 2000 Salesperson of the year Managed enterprise accounts such as Lowes, Dodge, Toys R Us
May 1999 - May 2001
Account Executive
Financial Business Systems
May 1997 - May 1999
Team & coworkers
Colleagues at Independence Wealth Services
Other employees you can reach at iwadvisors.com. View company contacts for 6 employees →
JM
Jacquelynn Mchugh Simon
Colleague at Independence Wealth ServicesKennett Square, Pennsylvania, United States
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JB
Jason Babiarz, Cpa
Colleague at Independence Wealth ServicesWilmington, Delaware, United States
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JW
Jon Walton,Cfp®,Clu
Colleague at Independence Wealth ServicesChadds Ford, Pennsylvania, United States
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Jacquelynn Mchugh Simon
Colleague at Independence Wealth ServicesKennett Square, Pennsylvania, United States
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JB
Jason Babiarz, Cpa
Colleague at Independence Wealth ServicesWilmington, Delaware, United States
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JW
Jon Walton,Cfp®,Clu
Colleague at Independence Wealth ServicesChadds Ford, Pennsylvania, United States
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1 education record
Denise Schatz education
FAQ
Frequently asked questions about Denise Schatz
Quick answers generated from the profile data available on this page.
What company does Denise Schatz work for?
Denise Schatz works for Independence Wealth Services.
What is Denise Schatz's role at Independence Wealth Services?
Denise Schatz is listed as Financial Advisor Associate at Independence Wealth Services.
What is Denise Schatz's email address?
AeroLeads has found 1 work email signal at @workplacedynamics.com for Denise Schatz at Independence Wealth Services.
What is Denise Schatz's phone number?
AeroLeads has found 1 phone signal(s) with area code 215 for Denise Schatz at Independence Wealth Services.
Where is Denise Schatz based?
Denise Schatz is based in United States while working with Independence Wealth Services.
What companies has Denise Schatz worked for?
Denise Schatz has worked for Independence Wealth Services, Denise Schatz Coaching, Mea - Midatlantic Employers’ Association, Energage, and Sensational Celebrations.
Who are Denise Schatz's colleagues at Independence Wealth Services?
Denise Schatz's colleagues at Independence Wealth Services include Jacquelynn Mchugh Simon, Jason Babiarz, Cpa, and Jon Walton,Cfp®,Clu.
How can I contact Denise Schatz?
You can use AeroLeads to view verified contact signals for Denise Schatz at Independence Wealth Services, including work email, phone, and LinkedIn data when available.
What schools did Denise Schatz attend?
Denise Schatz holds Ba, Psychology from San Diego State University-California State University.
What skills is Denise Schatz known for?
Denise Schatz is listed with skills including Research, Non Profits, Strategic Planning, Change Management, Microsoft Office, Salesforce.Com, Microsoft Excel, and Sem.
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