Financial Poise

About Heather Schwarz-Lopes

  • June 11, 2019

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Heather Schwarz is an expert in building successful businesses and a financial banking veteran. She is currently the CSO and co-founder of Conceived out of her frustration with the lack of resources afforded to small business owners, is dedicated to bridging the funding gap for small business entrepreneurs through the application of Crowdfunding. Early in its beginning, the organization came to the attention of the Start Up America Partnership, which made the featured company on their website on April 5, 2012, the same day President Obama signed the JOBS Act into law. Mrs. Schwarz? enviable successes in the development of small businesses has prepared her to found a company that will assure the stringent vetting of small business applicants as well as solid investor protections.

As Sr. Vice President, Private Banker at Wells Fargo, Heather collaborated with a six-member Wealth Management team to offer world-class financial services to both corporate and high-net-worth individuals. She was responsible for communicating with corporate clients and high-net-worth individuals through the wealth management process to perform data gathering, needs assessment, goal development, and strategy implementation. Monitoring portfolio risk and performance, as well as adjusting strategies when necessary to achieve client goals and objectives was part of Heather?s responsibility. Additionally, she tracked leads and client relationship tasks using CRM software, compiling portfolio analytics for client presentations and delivering seminar-training sessions.

In 2004, through a network of established professional relationships with previous clients and associates, Mrs. Schwarz started a financial services company: Beyond Leading Corp. The company provided commercial and residential mortgage solutions, yacht financing and comprehensive financial planning services. She managed a team of seventeen people, mainly composed of underwriters, loan officers, loan originators, and administration staffs with substantial hands-on experience building direct relationships with banks and other financial institutions.   Heather has been an active participant in the Crowdfunding Industry as a co- founder of She is a member of the Young Entrepreneurs Council and CIFRA.

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