Close Close Preview

Your amazing online presence is right this way.

Create your profile
Capture who you are, what you do, and where you're going. All in one place.

Ann Swartz

Ann Swartz

Consultant

Financial Productivity Group (FPG)

Experienced Senior Business Leader

Message

1

Follower

MENU ☰

Financial Productivity Group (FPG)

Consultant

Provide an assessment of the advisor’s practice and evaluate office efficiencies. Develop customized solutions which enable measurable increases in production through practice management and consistent utilization of established processes.

Career medium 04
Career
Career medium 01

Baystate Financial Services

COO/SVP

Dynamic, team oriented, senior level management professional with a proven track record of operational growth and organizational development. Successfully re-engineered and streamlined business processes by leveraging employee accountability and technology, providing excellent cost management and business controls. Strong human resource, project management and team leadership skills, with a proven ability to hire and develop personnel at all levels of an organization, and place them in roles where knowledge, skills and experience are best utilized in executing high level business objectives.

Career

Baystate Financial Services

Registered Principal

Primary responsibilities included the principaling of the firm's annuity and securities business. Annual compliance review responsibilities as well as correspondence oversight. On site principal.

Career medium 06
Career

The American College

CLU, ChFC, CASL, CLF, Financial Planning and Services

Clark University

Bachelor of Arts (BA), Economics