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Brian Schwartz

3x Salesforce Certified and 6x FINRA licensed with over 20 years of financial services experience, i...
Johnston, Iowa, United States

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Work Experience

Agriland Fs

ELEVATE Platform Manager

2023-05-01 00:00:00 - Present

Cloudbanc

Managing Member

2018-09-01 00:00:00 - Present

Arcus Partners

Director, Client Experience

2022-07-01 00:00:00 - 2023-06-01 00:00:00

Homesteaders Life

Senior Salesforce Administrator

2021-01-01 00:00:00 - 2022-06-01 00:00:00

Jordan Creek Financial Solutions

Financial Services Professional

2018-10-01 00:00:00 - 2021-10-01 00:00:00

Crm Science

Salesforce Analyst

2020-09-01 00:00:00 - 2020-12-01 00:00:00

Mercer

IT Business Analysis Administrator (QCI)

2020-01-01 00:00:00 - 2020-08-01 00:00:00

Wr Berkley

Salesforce Administrator (TEKsystems)

2019-04-01 00:00:00 - 2019-12-01 00:00:00

The Sycamore

Senior Project Manager & Sales Engineer

2018-09-01 00:00:00 - 2019-04-01 00:00:00

Broker Dealer Financial Services

Business Analyst & Salesforce Administrator

2014-08-01 00:00:00 - 2018-10-01 00:00:00

Olde Discount

Registered Representative

2000-01-01 00:00:00 - 2000-07-01 00:00:00

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