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Susan Schwarz personal email
Amazing things are happening! After working with management teams in both the small business world and academia for 10+ years, my family moved from Ithaca, NY to Corvallis, OR in 2001. At this point, I decided to develop an Executive Coaching practice, which I launched in January 2002. I enjoyed coaching a wide range of clients from small business owners to tenured professors to corporate employees at IBM and HP. I am a very strategic thinker and have helped businesses become profitable and develop a clear financial plan. Over the past few years, it became very apparent that many business owners as well as employees needed access to financial education as well as a means to develop financial security. In 2008, I decided to obtain the financial registrations needed in order to have the necessary financial conversations that were appearing in my coaching practice. I joined Transamerica Financial Services. After spending five years with Transamerica, I had the opportunity to move my financial practice to Cascadia Wealth Management. in 2022 I moved my practice to Mariner Wealth Advisors. My goal is to help families and business owners pursue financial independence. My coaching background allows me to hear what concerns my clients the most regarding their money and together, we construct a financial strategy that makes the most sense for them. I believe in creating multiple streams of income and creating both an offensive and a defensive financial strategy. Specialties: Creating multiple streams of income; Active money management; Defensive financial strategies; Financial independence; Life & health Insurance.
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PresidentSusan Schwarz, Executive CoachPortland, Or, Us
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Senior Wealth AdvisorMariner Jan 2021 - PresentPortland, Oregon, United StatesAs a Senior Wealth Advisor at Mariner, I listen to what is important to my clients and then develop a 360 degree wealth plan to help them achieve their goals. At Mariner, we are committed to putting your interests first. As our client, you will work with a wealth team that will collaborate with in-house teams, including tax-planning & preparation, insurance, estate planning and trust services, to develop a coordinated wealth management plan personalized for you. This integrated approach is designed to provide you with comprehensive advice, simplify the process and save you time.Investment Advisory Services are offered through Mariner, LLC, a SEC Registered Investment Adviser.
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PresidentSusan Schwarz, Executive Coach Jan 2002 - PresentPortland, OrI opened my coaching practice in January 2002, after re-locating from Ithaca, NY to Corvallis, OR. I have coached many professionals and business owners throughout the United States. A coach provides a safe space for a client to explore how to become a more effective leader, listener, and team player. I work with my clients to create effective strategies that can be immediately applied to work and home.
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Investment Advisor RepresentativeCascadia Wealth Management Mar 2013 - Jan 2022Portland, Oregon AreaI value my clients and hold series 6, 7, 63, 65, life and health securities registrations. I honor what my clients want to do with their money and help my clients achieve their financial dreams. I offer fee-based services including a one-time consultation, a complete financial plan as well as investment services. My experience includes small business owners and estate work. Cascadia Wealth Management is a group of independent advisers, located throughout the northwest, although we serve clients throughout the United States. Please see www.cascadiawm.com. 8050 SW Pfaffle St., Suite 100, Portland, OR 97224 -
Investment Advisor RepresentativeTransamerica Jan 2009 - Mar 2013Portland, Oregon AreaI hold a life and health insurance license, Series 6 & 63 and a 65. I specialize in establishing financial strategies for both individual and business clients. These strategies include both offensive and 'defensive' financial products, including working with active money management. The past decade has changed the financial services game and it is important to find financial planning strategies that actually work. -
Human Resource DirectorComputing And Information Science, Cornell Unveristy Aug 1998 - Jul 2001I was responsible for the overall human resource operation in the department. My responsibilities included hiring, job performance reviews, pay for performance, organization development and change management. Cornell's Computing and Information Science department is highly ranked in the world, welcoming people from many different backgrounds.
Susan Schwarz Skills
Susan Schwarz Education Details
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Labor Relations; Human Resource Management -
The Principia Upper SchoolHigh School
Frequently Asked Questions about Susan Schwarz
What company does Susan Schwarz work for?
Susan Schwarz works for Susan Schwarz, Executive Coach
What is Susan Schwarz's role at the current company?
Susan Schwarz's current role is President.
What is Susan Schwarz's email address?
Susan Schwarz's email address is su****@****zon.net
What schools did Susan Schwarz attend?
Susan Schwarz attended Cornell University, The Principia Upper School.
What are some of Susan Schwarz's interests?
Susan Schwarz has interest in Social Services, Children, Human Rights, Spiritual Life, Poverty Alleviation, Music, Disaster And Humanitarian Relief, Art And The Wonderful Outdoors, Arts And Culture.
What skills is Susan Schwarz known for?
Susan Schwarz has skills like Strategic Financial Planning, Conflict Management, Listening Skills, Small Business, Investments, Coaching, Leadership, Wealth Management, Finance, Portfolio Management, Management, Life Insurance.
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Susan Schwarz
Professional Mezzo Soprano, And Founder/Ceo Of Anahata Music Project Llc, Home Of The New Music Jobs BoardColumbus, Oh -
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