Elissa Schwartz Mba, M.Ed

Elissa Schwartz Mba, M.Ed Email and Phone Number

Specializing in wealth management and small business consulting. @ Apercu Advisors LLC
Elissa Schwartz Mba, M.Ed's Location
Greater Boston, United States
Elissa Schwartz Mba, M.Ed's Contact Details

Elissa Schwartz Mba, M.Ed work email

Elissa Schwartz Mba, M.Ed personal email

Elissa Schwartz Mba, M.Ed phone numbers

About Elissa Schwartz Mba, M.Ed

I enjoy working directly with my clients, ensuring that they are positioning themselves for a financial success and freedom. I take an unbiased, holistic approach to my client's needs. My love for analysis and plan development provides a strong foundation and my priority is always to ensure that my clients are positioned well for the long term, managing their risk and maximizing growth. I have a background in secondary education, educational leadership and business management prior to starting my career in the financial services industry. I view my role as an advisor to be an educator to my clients, allowing them to make informed, sound decisions regarding their financial future.

Elissa Schwartz Mba, M.Ed's Current Company Details
Apercu Advisors LLC

Apercu Advisors Llc

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Specializing in wealth management and small business consulting.
Elissa Schwartz Mba, M.Ed Work Experience Details
  • Apercu Advisors Llc
    Chief Operating Officer
    Apercu Advisors Llc Mar 2020 - Present
    United States
  • Belpointe
    Financial Planner
    Belpointe Jan 2020 - Present
  • Beau Coeur Equestrian
    Riding Instructor/ Trainer
    Beau Coeur Equestrian Sep 2000 - Present
    Warren, Ri
  • Commonwealth Financial Group
    Wealth Advisor
    Commonwealth Financial Group Nov 2018 - Jan 2020
  • Commonwealth Financial Group
    Financial Planner
    Commonwealth Financial Group Nov 2018 - Jan 2020
    Warwick, Ri
  • Eagle Strategies, Llc (New York Life Company)
    Investment Advisor Representative
    Eagle Strategies, Llc (New York Life Company) Jun 2017 - Nov 2018
  • Nylife Securities Llc
    Financial Services Professional
    Nylife Securities Llc Nov 2014 - Nov 2018
    1301 Atwood Ave Suite 306N Johnston, Ri 02919
  • New York Life Insurance Company
    Agent
    New York Life Insurance Company Sep 2014 - Nov 2018
    1301 Atwood Ave. Suite 306N Johnston Ri 02919
  • Pet Partners Inc
    Business Manager
    Pet Partners Inc Feb 2010 - Mar 2014
  • Bebop Burrito
    General Manager Of Operations
    Bebop Burrito Sep 2008 - May 2010
  • The Metropolitan Regional Career And Technical Center
    Lead Advisor
    The Metropolitan Regional Career And Technical Center Jun 2004 - Jun 2008
  • Roger Williams University
    Head Coach - Equestrian Team
    Roger Williams University Aug 2003 - Jun 2005
  • North Attleboro High School
    Math Teacher
    North Attleboro High School Aug 2003 - Jun 2004
  • Bishop Keough Reg. High School
    Math Department Chair
    Bishop Keough Reg. High School Aug 2000 - Jun 2003

Elissa Schwartz Mba, M.Ed Skills

Investments Retirement Planning Estate Planning Life Insurance 401k Rollovers Business Insurance Planning Lifetime Income Strategies Wealth Preservation Planning Small Business Supplements To Employee Benefits

Elissa Schwartz Mba, M.Ed Education Details

Frequently Asked Questions about Elissa Schwartz Mba, M.Ed

What company does Elissa Schwartz Mba, M.Ed work for?

Elissa Schwartz Mba, M.Ed works for Apercu Advisors Llc

What is Elissa Schwartz Mba, M.Ed's role at the current company?

Elissa Schwartz Mba, M.Ed's current role is Specializing in wealth management and small business consulting..

What is Elissa Schwartz Mba, M.Ed's email address?

Elissa Schwartz Mba, M.Ed's email address is ep****@****hoo.com

What is Elissa Schwartz Mba, M.Ed's direct phone number?

Elissa Schwartz Mba, M.Ed's direct phone number is +140145*****

What schools did Elissa Schwartz Mba, M.Ed attend?

Elissa Schwartz Mba, M.Ed attended Northeastern University, Bryant University, Bridgewater State College, Brown University, Midland Park High School.

What are some of Elissa Schwartz Mba, M.Ed's interests?

Elissa Schwartz Mba, M.Ed has interest in Civil Rights And Social Action, Education, Environment, Poverty Alleviation, Animal Welfare, Arts And Culture.

What skills is Elissa Schwartz Mba, M.Ed known for?

Elissa Schwartz Mba, M.Ed has skills like Investments, Retirement Planning, Estate Planning, Life Insurance, 401k Rollovers, Business Insurance Planning, Lifetime Income Strategies, Wealth Preservation Planning, Small Business, Supplements To Employee Benefits.

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