Andrew Schwarz

Andrew Schwarz

Financial Analyst | Lebanon, New Hampshire, United States

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Work Experience

Summit Wealth Group, LLC

Portfolio Manager

2016-01-01 — Present

Summit Tax Services

Tax Preparer

2014-02-01 — 2015-04-01

Summit Wealth Group, LLC

Paraplanner / Investment Analyst

2013-09-01 — 2016-12-01

Summit Wealth Group

Internship

2012-12-01 — 2013-01-01

Summit Wealth Group

Summer Internship

2012-08-01 — 2012-08-01

Merrill Lynch

Summer Internship

2012-06-01 — 2012-07-01

New York Center for Agricultural Medicine and Health (NYCAMH)

Internship

2011-02-01 — 2011-05-01

Hanover Consumer Cooperative Society, Inc.

Clerk

2007-01-01 — 2012-05-01

Skills

accumulation planning risk management estate planning retirement planning financial planning wealth management financial advisor financial advising college planning certified financial planner

Languages

English