Neil David Schwartz

Background

Schwartz, Neil David was born on January 21, 1942 in Brooklyn. Son of Louis and Rose (Kaplan) Schwartz.

Education

College, 1963; Master of Business Administration in Taxation, City University of New York, 1965. Certified Public Accountant, New New York Chartered Life Underwriter, Certified Financial Planner, Chartered Financial Consultant.

Auditor, Coopers & Lybrand, New York City, 1965-1966.

Teacher.N.Y.C. Board Education, 1966-1967. Senior auditor Price Waterhouse & Company.

New York City, 1967-1970. Divisional controller, senior finance analyst International Telephone And Telegraph World Headquarters, New York City, 1970-1972.

Senior vice president finance Sun Life Insurance Company American, Baltimore, 1972-1977;president Federal Power Commission, Incorporated., Boca Raton, Florida, 1977, Finance Planning Services, Incorporated., Boca Raton, 1977, NDS Finance Group, Incorporated.

Career

Auditor Coopers & Lybrand, New York City, 1965—1966. Teacher New York City Board Education, 1966—1967. Senior auditor Price Waterhouse & Company, New York City, 1967—1970.

Divisional controller, senior finance analyst ITT World Headquarters, 1970—1972. Senior vice president finance Sun Life Insurance Company America, Baltimore, 1972—1977. President Federal Power Commission Inc., Boca Raton, Florida, since 1977, Finance Planning Services Inc., Boca Raton, since 1977, NDS Finance Group Inc.

Achievements

• Neil David Schwartz has been listed as a noteworthy financial planner by Marquis Who's Who.

Membership

Treasurer Jacaranda Lakes Homeowners Association, 1992. Treasurer & board governors Polo Club Homeowners Association. Board directors Estate Planning Council, Gold Coast Chapter.

Member of American Institute of Certified Public Accountants, Top of the Table, Million Dollar Round Table, Plantation Chamber of Commerce (treasurer), Association Finance Planning (president South Florida chapter), National Association Life Underwriters, Registry Finance Planners, Institute Certified Finance Planners (chapter president), Florida State Society Certified Public Accountant's, New York State Society Certified Public Accountant's, Beta Gamma Sigma, Beta Alpha Psi.

Connections

Married Gloria Blatt, January 24, 1965. Children: Lisa I., Karen J. BSin Accounting.

Father:

Louis Schwartz

Mother:

Rose (Kaplan) Schwartz

Spouse:

Gloria Blatt

child:

Karen J. BSin Acctg Schwartz

child:

Lisa I. Schwartz