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Director of Client Services
HQ Phone:  +61 1300 559 175
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Ormond Corporate Centre Suite 6, 596 North Rd
Capital Advantage was established in 2007 and is based in Melbourne. We specialise in providing home loans and commercial loans to a wide range of business and personal clients. We have access to over 30 different lenders, enabling us to tailor a deal to mee... more.
Manager, Other Staff
July 2011 Capital Advantage Newsletter
Relationship Managerr Email Aimee
Capital Advantage, Inc.: Welcome - Who We Are
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
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 [...]
Aimee Schwartze, CA Notary Public, was born in Ogden, Utah in 1973 to a family that enjoys travel and adventure.After living in several areas of the country throughout her life, Aimee has settled in the Bay Area with her son. Aimee is the Director of Client Services at Capital Advantage, Inc. and is our clients' main point of contact.Their satisfaction is her top priority, and as Director, she ensures that client requests are completed in a timely and accurate manner, processes account paperwork, schedules and attends meetings, reviews account transactions and balances, processes quarterly reports and manages our other staff in the Client Services Department.Outside of work, Aimee is actively involved with VESTIA, a non-profit organization helping needy families in Contra Costa County.She also volunteers at her son's school, helping organize events such as classroom parties and field trips.On weekends, Aimee splits her time between her home in the Bay Area and visiting her parents' home in beautiful Carmel.While in home territory, Aimee is an active team parent for her son's basketball, soccer and baseball teams.Carmel is her home-away-from-home where she relishes the opportunity to enjoy some downtime.Aimee is currently pursing her Series 65 license, which she expects to acquire this year.
Capital Advantage, Inc.: Welcome - News Appearances
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 email@example.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.