Chief Operating Officer
Current
Mar 2020 - Present
AeroLeads people directory · profile
Elissa Schwartz Mba, M.Ed Email & Phone Number
Specializing in wealth management and small business consulting.
at
Apercu Advisors LLC
1 work email found
@bellsouth.net
4 phones found area 401
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Specializing in wealth management and small business consulting.
Location
Greater Boston, United States, United States
Who is Elissa Schwartz Mba, M.Ed? Overview
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Quick answer
Elissa Schwartz Mba, M.Ed is listed as Specializing in wealth management and small business consulting. at Apercu Advisors LLC, based in Greater Boston, United States, United States. AeroLeads shows a work email signal at bellsouth.net, phone signal with area code 401, and a matched LinkedIn profile for Elissa Schwartz Mba, M.Ed.
Elissa Schwartz Mba, M.Ed previously worked as Chief Operating Officer at Apercu Advisors Llc and Financial Planner at Belpointe. Elissa Schwartz Mba, M.Ed holds M.Ed, Educational Leadership from Northeastern University.
Company email context
Email format at Apercu Advisors LLC
This section adds company-level context without repeating Elissa Schwartz Mba, M.Ed's masked contact details.
*@bellsouth.net
68% confidence
AeroLeads found 1 current-domain work email signal for Elissa Schwartz Mba, M.Ed. Compare company email patterns before reaching out.
Profile bio
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.
Listed skills include Investments, Retirement Planning, Estate Planning, Life Insurance, and 6 others.
Current workplace
Elissa Schwartz Mba, M.Ed's current company
Company context helps verify the profile and gives searchers a useful next step.
14 roles
Elissa Schwartz Mba, M.Ed work experience
A career timeline built from the work history available for this profile.
Financial Planner
Current
Jan 2020 - Present
Riding Instructor/ Trainer
Current
Beau Coeur Equestrian
Sep 2000 - Present
Wealth Advisor
Nov 2018 - Jan 2020
Financial Planner
Nov 2018 - Jan 2020
Investment Advisor Representative
Eagle Strategies, Llc (New York Life Company)
Jun 2017 - Nov 2018
Financial Services Professional
Nov 2014 - Nov 2018
Sep 2014 - Nov 2018
Business Manager
Pet Partners Inc
Feb 2010 - Mar 2014
General Manager Of Operations
Bebop Burrito
Sep 2008 - May 2010
Lead Advisor
The Metropolitan Regional Career And Technical Center
Jun 2004 - Jun 2008
Head Coach - Equestrian Team
Aug 2003 - Jun 2005
Math Teacher
North Attleboro High School
Aug 2003 - Jun 2004
Math Department Chair
Bishop Keough Reg. High School
Aug 2000 - Jun 2003
5 education records
Elissa Schwartz Mba, M.Ed education
M.Ed, Educational Leadership
Masters, Business Administration
Secondary Ed Teaching Certification
A.B., Art-Semiotics
High School Diploma, College Prep
Midland Park High School
FAQ
Frequently asked questions about Elissa Schwartz Mba, M.Ed
Quick answers generated from the profile data available on this page.
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 Apercu Advisors LLC?
Elissa Schwartz Mba, M.Ed is listed as Specializing in wealth management and small business consulting. at Apercu Advisors LLC.
What is Elissa Schwartz Mba, M.Ed's email address?
AeroLeads has found 1 work email signal at @bellsouth.net for Elissa Schwartz Mba, M.Ed at Apercu Advisors LLC.
What is Elissa Schwartz Mba, M.Ed's phone number?
AeroLeads has found 4 phone signal(s) with area code 401 for Elissa Schwartz Mba, M.Ed at Apercu Advisors LLC.
Where is Elissa Schwartz Mba, M.Ed based?
Elissa Schwartz Mba, M.Ed is based in Greater Boston, United States, United States while working with Apercu Advisors LLC.
What companies has Elissa Schwartz Mba, M.Ed worked for?
Elissa Schwartz Mba, M.Ed has worked for Apercu Advisors Llc, Belpointe, Beau Coeur Equestrian, Commonwealth Financial Group, and Eagle Strategies, Llc (New York Life Company).
How can I contact Elissa Schwartz Mba, M.Ed?
You can use AeroLeads to view verified contact signals for Elissa Schwartz Mba, M.Ed at Apercu Advisors LLC, including work email, phone, and LinkedIn data when available.
What schools did Elissa Schwartz Mba, M.Ed attend?
Elissa Schwartz Mba, M.Ed holds M.Ed, Educational Leadership from Northeastern University.
What skills is Elissa Schwartz Mba, M.Ed known for?
Elissa Schwartz Mba, M.Ed is listed with skills including Investments, Retirement Planning, Estate Planning, Life Insurance, 401K Rollovers, Business Insurance Planning, Lifetime Income Strategies, and Wealth Preservation Planning.
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