Aperçu Business Advisors
Chief Operating Officer
Commonwealth Financial Group
Financial Planner
Commonwealth Financial Group
Wealth Advisor
Eagle Strategies, Llc (New York Life Company) Jun 2017 - Nov 2018
Investment Advisor Representative
New York Life Insurance Company Sep 2014 - Nov 2018
Agent
Education:
Northeastern University 2007 - 2011
Master of Education, Masters, Leadership
Bryant University 2008 - 2009
Masters, Business Administration, Business
Bridgewater State University 2002 - 2003
Brown University 1996 - 2000
Bachelors, Bachelor of Arts, Art
Midland Park High School 1992 - 1996
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
Interests:
Civil Rights and Social Action Education Environment Poverty Alleviation Animal Welfare Arts and Culture
Rockville, MDExecutive Director at Jewish Coalition Against Dom... Past: Director of Special Projects at MDC Group, Contract Manager at TCG, Director at American...
Googleplus
Elissa Schwartz
Education:
Michigan State University - Psychology, Semester At Sea - Life, Indiana University - Psychology