Annie Schwarz

Director of Operations

Role: Director of Operations at Skylight Financial Group
Location: Cleveland, OH, US
LinkedIn followers: 500 followers

OperationsView LinkedIn profile

About Annie Schwarz

Successful, forward-thinking, results-oriented executive with experience in both the…

Experience

Director of Operations
Skylight Financial Group
Sep 2022 — Present · Cleveland, OH, US
With over 200 financial professionals and $8.4 billion in assets serviced, Skylight is one of the largest locally owned financial planning firms in Ohio, offering securities, investment advisory, and financial planning services through qualified registered advisors.

Education

John Carroll University
Bachelors, English, Business
1999 — 2003

Skills

Marketing
Nonprofits
Sponsorship
Volunteer Management
Team Management
Time Management
Public Relations
Media Relations
Sports
Event Planning
Sales
Program Management
Fundraising
Social Media Marketing
Collateral Materials Development
Event Management
Social Networking
Social Media
Advertising
Marketing Communications
Facebook

Contact information

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Work email
•••••@skylightfinancialgroup.com
Personal email
•••••@•••••.com
Direct dial
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Current company

Skylight Financial Group

Financial Services · 181 employees · Cleveland, Ohio, United States

At Skylight Financial Group, our vision for what financial planning should look like is new, exciting and personal. Everything we do is about you. By making it personal, our financial planning process firmly focuses on what matters to you, your family or your business and helps you achieve the life you deserve. Located in Cleveland, and with district offices in Columbus, Cincinnati and Toledo, Skylight Financial Group provides personal financial planning and has a team of specialists that serves the special needs, business and LGBT communities. Commitment to our Community We are committed to making a difference in people’s lives and leaving a positive impact on the communities we serve. Our agency supports various causes, including arts and culture, sports, business, special needs and the LGBT community. Our financial professionals also work to enrich their communities by volunteering at a diverse range of non-profit and charitable organizations.

skylightfinancialgroup.com

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