Susan Shwartz, PhD

Susan Shwartz is a multi-faceted professional with diverse expertise and a passion for writing and finance. She holds a Ph.D. and an M.A. from Harvard University and a B.A. from Mount Holyoke College. Moreover, she is an acclaimed novelist, eloquent reviewer, and one of the financial content providers of Freelance Writer.

Susan spent her early career years working for various finance institutions, including, Oppenheimer & Co. Inc., UBS, Citigroup, Moody's Investors Service, and AllianceBernstein, where she held positions ranging from Corporate Marketing Director to VP of Citigroup Alternative Investments.

Susan's experience over the years in the finance domain made her passionate about contributing to others' financial well-being and planning. Hence, as a licensed agent of New York Life Insurance Company, she offers various products that can meet an array of insurance and financial needs, including college funding, retirement, managing costs for extended periods of care, and lifetime income strategies.

Susan emphasizes that neither she nor the New York Life Insurance Company provides tax, legal, or accounting advice and recommends customers seek assistance from their respective professionals.