Desirae Schwertel

Desirae Schwertel

Research Program & Special Projects Manager @ Primerica

About Desirae Schwertel

Desirae Schwertel serves as the Research Program & Special Projects Manager at Primerica, where she has worked since 2019. With a background in banking and research management, she has significantly contributed to various initiatives and received recognition for her impact within the organization.

Work at Primerica

Desirae Schwertel has served as the Research Program & Special Projects Manager at Primerica since 2019. In this role, she has aligned research initiatives with five of the eight highest priority initiatives for the enterprise. Schwertel has played a key role in driving consensus among leaders across various departments and has effectively navigated legal concerns in both the US and Canada to facilitate program launches. Her efforts have contributed to the organization's growth and strategic direction.

Previous Experience at State Farm

Before joining Primerica, Desirae Schwertel worked at State Farm for a total of seven years in various roles. She began as a Bank Operations Manager from 2004 to 2011, followed by a position as Bank Manager for one year in 2011 to 2012. Schwertel then transitioned to a Relationship Manager role for one year in 2012 to 2013, and finally served as Senior Research Manager from 2013 to 2019. Her diverse experiences at State Farm provided her with a strong foundation in banking operations and research management.

Education and Expertise

Desirae Schwertel holds a Bachelor of Science in Business Administration and Management from Carroll University, where she studied from 1996 to 2000. Additionally, she studied General Studies at the University of Nottingham for 11 months in 1998. Her educational background supports her expertise in managing research programs and special projects within financial services.

Achievements in Research and Program Management

Schwertel has been recognized for her significant impact at Primerica, receiving a Recognition Incentive award from the Chief Digital Officer. She successfully rolled out a reviews program that doubled the number of Google reviews on the company’s corporate profile and improved the average rating from 4.5 to 4.7 within two weeks. Furthermore, she established scalable practices that supported over 50% growth in initiatives year-over-year while maintaining a small research team.

Career Prior to State Farm

Before her tenure at State Farm, Desirae Schwertel worked at M & I Bank as a Bankruptcy/Foreclosure Supervisor from 2001 to 2004. This role contributed to her understanding of financial operations and customer relationships, further enhancing her capabilities in the banking sector.

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