Brielle Schwartz

Team Flynn, Manager, Northeast Region

Brielle joined Source Advisors in 2018 as an Account Manager for the Greater New York metro region. Her responsibilities include improving accuracy and efficiency, accelerating the internal process for onboarding new clients, boosting the team’s response time and delivering exceptional client experience. Previously, she worked as a Marketing Coordinator at national media company supporting the advertising and sales division. Prior to her marketing role, Brielle was an auditor for a CPA firm. Over her two years with the firm, she focused on management companies, hedge funds and commercial businesses. She has bachelor degrees in accounting and marketing from Rowan University.

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