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Joel Schwartz has over 35 years of experience in various leadership positions in the insurance and financial services industry. Joel is currently serving as the President of Combined Insurance Canada, responsible for sales, distribution, operations, finance, risk management, and HR activities. Prior to that, Joel was the President of Colonial Penn Life Insurance, where they drove significant sales growth and introduced customer-centric services through web/digital technology investments. Joel also served as the CFO and CMO of Colonial Penn Life Insurance, overseeing marketing efforts and simplifying insurance products for the senior middle-income market. Earlier in their career, Joel was the CFO and SVP of Lincoln Financial Distributors, managing strategic and financial decisions for a wholesale distribution organization. Joel also revitalized the Ship 'n Shore brand as its President and served as the CFO and board member of Living Strategies, Inc., raising equity financing for the company. Joel started their career as the SVP of Finance and Strategic Planning at CoreStates Financial Corp, providing strategic direction and financial analysis for various banking and financial services lines of business.

Joel Schwartz completed their Bachelor of Science degree in Business Administration with a major in Finance from Villanova University, where their studies focused on Finance and Financial Management Services. Prior to that, they attended Colgate University from 1981 to 1983, but their degree information is unavailable. In their earlier years, Joel attended The Haverford School from 1978 to 1981. Additionally, they participated in the Securities Industry Institute at The Wharton School, although the dates and degree information for this institute are unspecified.