Last Update

2014-12-21T00:00:00.000Z

This profile was last updated on .

Is this you? Claim your profile.

Wrong Aimee Schwartze?

Aimee Schwartze

Manager, Other Staff

Capital Advantage Inc

HQ Phone: (925) 299-1500

Get ZoomInfo Grow

+ Get 10 Free Contacts a Month

Please agree to the terms and conditions

I agree to the Terms of Service and Privacy Policy. I understand that I will receive a subscription to ZoomInfo Community Edition at no charge in exchange for downloading and installing the ZoomInfo Contact Contributor utility which, among other features, involves sharing my business contacts as well as headers and signature blocks from emails that I receive.

Capital Advantage Inc

3708 Mount Diablo Boulevard Suite 200

Lafayette, California 94549

United States

Company Description

Capital Advantage, Inc., a leading provider of retirement, inheritance, and divorce planning, delivers investment management strategies and integrated solutions to over 400 families, businesses and estates worldwide across every asset class, investment ap ... more

Find other employees at this company (24)

Background Information

Web References (22 Total References)


Aimee Schwartze, Director of ...

capitaladvantage.com [cached]

Aimee Schwartze, Director of Client Services at Capital Advantage, Inc., organized another successful campaign to raise needed money, toys and warm clothes for the neediest of the needy in the East Bay. Schwartze said, "It's truly heartwarming when you can provide a warm blanket, coats and toys for a woman living out of her car [...]


Capital Advantage, Inc.: Welcome - News Appearances

capitaladvantage.com [cached]

Aimee Schwartze, Director of Client Service, says, "Capital Advantage, Inc. has increased its levels of service to the end client, because in such a difficult investment environment, having world class client service is mission critical.

...
"Everyone here has a family," explains Aimee Schwartze, Capital Advantage's Director of Client Services. "We wanted to do something, and I thought we could adopt a family for the holidays. I did some research and found VESTIA's Angel Tree that first year. We bought toys for that program, and then in 2006 and 2007, we contributed gifts and cash donations to VESTIA for the Holiday Helpers Warehouse."
Aimee is the organizer of the holiday campaign at Capital Advantage, and she recruited coworkers and clients to give to VESTIA too.
...
Aimee made numerous trips back and forth to Martinez to deliver all the donations Capital Advantage received for the Holiday Helpers Warehouse.
...
Aimee also volunteered at the Holiday Helpers Warehouse, and came away with her theme for the 2008 drive. "We noticed that no one donated blankets," she says, "And a lot of people asked for them.
...
Aimee though is enthusiastic about her plan, "We could call stores and ask them if they could donate blankets too.
...
VESTIA thanks John, Aimee and all the employees and clients of Capital Advantage for their generous support of VESTIA.
...
If you'd like to help Aimee with their 2008 Blanket Drive, call her at (925) 299-1500, or aimee.schwartze@capitaladvantage.com.
LAFAYETTE, CA- Dec. 2007 - Capital Advantage, Inc. Donates to East Bay Charities and Schools (BUSINESS WIRE)
Aimee Schwartze, Director of Client Services at Capital Advantage, Inc., organized another successful campaign to raise needed money, toys and warm clothes for the neediest of the needy in the East Bay. Schwartze said, "It's truly heartwarming when you can provide a warm blanket, coats and toys for a woman living out of her car with her children. Aimee received donations from family, friends, co-workers, Capital Advantage, and clients of Capital Advantage, Inc. totaling over 45 toys, 125 articles of clothing and cash for a total in excess of $2,229. Ms. Schwartze worked through VESTIA (Volunteer Emergency Services Team in Action) a 501 (c) (3) non-profit organization where approximately 100% of the donations go directly to the recipients.


July 2011 Capital Advantage Newsletter

www.capitaladvantage.com [cached]

Aimee Schwartze Relationship Managerr Email Aimee


August 2011 Capital Advantage Newsletter

www.capitaladvantage.com [cached]

Aimee Schwartze Relationship Managerr Email Aimee


Capital Advantage, Inc.: Welcome - Who We Are

www.capitaladvantage.com [cached]

Aimee Schwartze

...
Aimee Schwartze
...
Aimee Schwartze is a Relationship Manager at Capital Advantage, Inc. She is responsible for managing the client service department, maintaining client accounts, developing client relationships, financial planning and assisting with sales and marketing. Aimee is a Registered Investment Advisor.
Aimee leads the donation and volunteer committee at Capital Advantage, Inc. She works closely with VESTIA, a non-profit organization offering support to low income families throughout Contra Costa County.
Aimee lives with her son in Clayton. She is actively involved in her community, as well as her son's school and sport activities. In her time outside of work, she enjoys spending time with her family in Carmel, as well as remodeling her new home.
Click here to email Aimee Schwartze

Similar Profiles

Other People with this Name

Other people with the name Schwartze

Ellen Schwartze
WITP Artist

Laura Schwartze
The Maryland Association for Healthcare Quality

Brian Schwartze
Kinzler Companies

John Schwartze
Techline Furniture, Cabinetry & Closets

William Schwartze
Last Frontier Council

Browse ZoomInfo's Business Contact Directory by City

Browse ZoomInfo's
Business People Directory

Browse ZoomInfo's
Advanced Company Directory