Harold Schwartz Email and Phone Number
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Harold is an Account Executive at Merchant Advocate now that he has retired as a Financial Advisor. During is career, he directed over 30 corporate finance transactions with the Investment Bank and in one year, helped place 13 CFOs with his extensive network over the years. Harold began his career in the investment business in 1968 with Clark, Dodge &Co. Inc., which was acquired by Kidder, Peabody & Co. in 1974. He joined Smith Barney in October 1994. He was appointed to a member of the Director’s Council in 1995, and promoted to Director of Wealth Management in 2001. In June 2009, the result of a Joint Venture between Citigroup and Morgan Stanley created Morgan Stanley Wealth Management. In January 2020 Harold retired from Morgan Stanley.
Merchant Advocate
View- Website:
- merchantadvocate.com
- Employees:
- 68
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Account ExecutiveMerchant Advocate Feb 2020 - PresentBoston, Massachusetts, United States -
Financial Advisor-Executive Director-Wealth Management Nmls# 1297942Morgan Stanley Oct 1994 - Feb 2020Boston Harbor© 2018 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.htmlThe investments listed may not be suitable for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, and encourages investors to seek the advice of a financial advisor. The appropriateness of a particular investment will depend upon an investor's individual circumstances and objectives.Asset Allocation does not guarantee a profit or protect against a loss in a declining financial market.Morgan Stanley Smith Barney LLC offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please visit us at http://www.morganstanleyindividual.com or consult with your Financial Advisor to understand these differences.
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Financial AdvisorClark Dodge / Kidder Peabody Oct 1968 - Oct 1994
Harold Schwartz Skills
Harold Schwartz Education Details
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Boston UniversityBusiness Administration School Of Management
Frequently Asked Questions about Harold Schwartz
What company does Harold Schwartz work for?
Harold Schwartz works for Merchant Advocate
What is Harold Schwartz's role at the current company?
Harold Schwartz's current role is Account Executive at Merchant Advocate.
What is Harold Schwartz's email address?
Harold Schwartz's email address is ha****@****ley.com
What is Harold Schwartz's direct phone number?
Harold Schwartz's direct phone number is +161793*****
What schools did Harold Schwartz attend?
Harold Schwartz attended Boston University.
What skills is Harold Schwartz known for?
Harold Schwartz has skills like Financial Services, Services, Wealth Management.
Who are Harold Schwartz's colleagues?
Harold Schwartz's colleagues are James Hayes, Justine Mcclellan, Phillip Davidoff, Christine Kochte, Paul Luini, Angela Ricco, Alan Alberani.
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