Heather Schwarz work email
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Heather Schwarz personal email
Heather Schwarz, CFP®, is focused on development and investment of real estate. While having a deep background in real estate and finance over the past 25 years, she is also a golf enthusiast and a passionate entrepreneur. She has spent the past two decades working alongside companies and individuals in capital fundraising, investments, strategy/idea generation, technology and corporate restructuring. She is often referred to for her remarkable accomplishments and key role in the transformation of the private finance industry. She was the Co-Founder and CSO of EarlyShares.com, a real estate crowdfunding platform. Previously, Heather served as Sr. Vice President and Sr. Private Banker at Wells Fargo-The Private Bank, where she managed more than $500M in assets. She has served as a member of Commercial Real Estate Women (CREW), International Council of Shopping Centers (ICSC), Young Entrepreneurs Council (YEC), Crowdfund Intermediary Regulatory Advocates (CIFRA), and Crowdfunding Professional Association (CfPA). She is also a Certified Financial Planner™.
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Creator And Golf FanaticSwing ScribeNaples, Fl, Us
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Creator & Golf FanaticSwing Scribe Mar 2023 - PresentSwing Scribe is the only golf journal on the market that helps keep track of your progress as you learn and grow as a player. It was designed to help beginners to learn how to play golf and record their swing thoughts and yardages. It's 100% customizable and perfect for any golf lesson, as a tee gift or golf tournament giveaway. It's guaranteed to improve your game!
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Investment PartnerCoregro Jan 2021 - PresentMiami, Florida, Us -
Principal369 Ventures Feb 2019 - Present369 Ventures is an investment company for real estate development, investment and private equity participations. Doing business in both New Jersey and Florida, my company focuses on opportunistic private investments utilizing strategic project specific partnerships.
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PartnerForterra Management, Llc Jan 2017 - Dec 2018Forterra is a real estate private equity firm, managing $300 million in outstanding real estate assets. Forterra and its affiliates specialize in investing private equity from domestic and foreign HNW Individuals, Family Offices and Private Equity Funds in commercial real estate assets throughout the U.S. Roughly one-third of our business is operating direct sponsored investments and two-thirds is in partnership with developers or operating partners with a specific market or product expertise. -
Co-Founder And Chief Strategy OfficerEarlyshares.Com Jan 2013 - 2016Miami, Fl, UsEarlyShares.com is the trusted platform that gives accredited investors direct access to vetted private investment opportunities in commercial real estate. On EarlyShares' custom-built platform, investors can diversity their portfolios through direct investments in a high-return asset class. Welcome to the Future of Investing. -
Sr. Vice President, Sr. Private BankerWells Fargo 2008 - 2012San Francisco, California, UsCollaborate with six-member Wealth Management team to offer world class financial services to both corporate and high-net-worth individuals. Communicate with corporate clients and high-net-worth individuals through the wealth management process to perform data gathering, needs assessment, goal development, and strategy implementation. Monitor portfolio risk and performance and adjust strategies when necessary to achieve client goals and objectives. Track leads and client relationship tasks using CRM software. Compile portfolio analytics for client presentations and deliver seminar training sessions. -
PresidentBeyond Lending Corp 2004 - 2008Through a network of established professional relationships with previous clients and associates, started a financial services company: Beyond Leading Corp. The company provided commercial and residential mortgage solutions, yacht financing and comprehensive financial planning servies. I managed a team of seventeen people, mainly composed of underwriters, loan officers, loan originators, and administration staff with substantial hands-on experience building direct relationships with banks and other financial institutions. Additionally, I performed:- Credit risk and financial analyses of clients and loans, - Reviewed, advised and planned tax impact of transactions,- Conducted day-to-day management operations of a medium size financial services office with regards to marketing, human resources and general administration.
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Financial Advisor, Certified Financial Manager, Finance AssociateMerrill Lynch 1998 - 2004New York, Ny, UsIn her tenure at Merrill Lynch, Heather provided comprehensive wealth management services and advice to high net worth clients in the US and Latin America. Actively involved with client development, prospecting and consultative selling; recommended and implemented investment strategies in client's portfolios; co-managed a portfolio in excess of $250M.
Heather Schwarz Skills
Heather Schwarz Education Details
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Florida State University - College Of BusinessAccounting And Finance -
University Of Tennessee, KnoxvilleAccounting And Finance
Frequently Asked Questions about Heather Schwarz
What company does Heather Schwarz work for?
Heather Schwarz works for Swing Scribe
What is Heather Schwarz's role at the current company?
Heather Schwarz's current role is Creator and Golf Fanatic.
What is Heather Schwarz's email address?
Heather Schwarz's email address is he****@****gro.com
What schools did Heather Schwarz attend?
Heather Schwarz attended Florida State University - College Of Business, University Of Tennessee, Knoxville.
What skills is Heather Schwarz known for?
Heather Schwarz has skills like Investments, Entrepreneurship, Alternative Investments, Finance, Portfolio Management, Venture Capital, Wealth Management, Strategy, Investment Strategies, Equities, Series 7, Securities.
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