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Profile of Al Schwartz
 

Al Schwartz

 
Dir. - CCR's Retirement Planning Group - Carlin, Charron & Rosen LLP
 
Al Schwartz Email :
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Company Name : Carlin, Charron & Rosen LLP
 
Company Website : www.ccrweb.com
 
Company Address : 1400 Computer Dr.
, Westborough, MA,
United States,
 
Al Schwartz Profile :
Dir. - CCR's Retirement Planning Group - Carlin, Charron & Rosen LLP
 
Al Schwartz Biography :

Al Schwartz is the director of CCR's Retirement Planning Group. In this role, Mr. Schwartz is responsible for the operations of the group which assists employees and businesses with retirement plans including pension, profit-sharing, defined benefit and 401(k) programs. Mr. Schwartz's group of 16 professionals currently manages over 800 retirement plans for many industries. Mr. Schwartz joined CCR in 2005. He brings to the firm more than 30 years of experience in retirement planning and customer service including work with many large insurance firms. Before joining CCR he spent eleven years at Retirement Planning Associates located in Waterford, Conn. Most recently he was vice president of retirement operations with Retirement Planning Associates where he was responsible for managing daily operations of its third party administration group. His team of 11 professionals provided service to 400 pension plan sponsors. Prior to that, he worked at The Travelers in Harford, Conn. as the assistant director of operations officer for four years. While there, his work with over 400 customers defining contribution and 401(k) record keeping resulted in an increase in customer satisfaction of 12%. Mr. Schwartz was also director of client services/regional sales officer (1989-1991), manager of client relations (1985-1989) and unit manager (1982-1984) at The Travelers. Mr. Schwartz also spent two years at Metropolitan Life Insurance in New York as a senior pricing analyst/unit manager. Mr. Schwartz holds a bachelor's of science degree in business administration from the University of Connecticut and is a member of the American Society of Pension Actuaries.

 
Al Schwartz Colleagues :
Name Title Email

Edward Bambauer

Principal, COO Please login

Marla Beck

Mgr. in the Tax Services Dept. Please login

David Borden

Principal - CCR Wealth Management Please login

James Carney

Partner Please login

Carolyn Carpenter

Partner Please login


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