Alan Swanson Location
Texas, United States
Alan Swanson Work
- 2022 - now VP FP and A @ Allworth Financial
- 2021 - 2022 VP - Finance Shared Services @ Yext
- 2019 - 2021 Senior Director - Finance Shared Services @ Yext
- 2016 - 2019 Interim CFO of HD Vest, and VP Finance @ Blucora
- 2002 - 2016 Global Head of FP and A and Director of Finance and VP of Finance @ Cantor Fitzgerald
- 2000 - 2002 Associate Director - Finance @ Bear Stearns Companies
- 1992 - 2000 Vice President - Financial Planning and Analysis @ Citi
Alan Swanson Education
- Florida State University
MBA (Business Administration and Management)
- Florida State University
BA (International Affairs)
Alan Swanson Skills
- Sana
- Executive Leadership
- Corporate Finance
- Strategic Leadership
- Strategy
- Team Leadership
- Planning Budgeting & Forecasting
- Capital Markets
- Financial Modeling
- Financial Analysis
Alan Swanson Summary
Alan Swanson, based in Texas, United States, is currently a VP FP and A at Allworth Financial. Alan Swanson brings experience from previous roles at Yext, Blucora and Cantor Fitzgerald. Alan Swanson holds a MBA in Business Administration and Management @ Florida State University. With a robust skill set that includes Sana, Executive Leadership, Corporate Finance, Strategic Leadership, Strategy and more. Alan Swanson has 3 emails and 2 mobile phone numbers on RocketReach.
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Top Allworth Financial Employees
-
Gary Grigsby
Chief Executive Officer at Allworth Financial
Addison, TX, US25+ -
John Bunch
Chief Executive Officer at Allworth Financial
Indianapolis, IN, US25 -
Pete Engelken
Chief Operating Officer at Allworth Financial
Sacramento, CA, US13 -
Brad Boekestein
Chief Marketing Officer at Allworth Financial
Addison, TX, US25 -
Chris Oddy
Chief Financial Officer at Allworth Financial
Texas, United States22 -
Barry Greenberg
Chief Legal Officer at Allworth Financial
Texas, United States35+ -
5+5+
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Christy Jordan
Regional VP, Wealth Management Consultant at Allworth Financial
Indianapolis, IN, US23 -
Julie Anderson
Vice President of Human Resources at Allworth Financial
Sacramento, CA, US25+ -
11
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Jacob Dahlen
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24
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Alan Swanson
VP FP and A at Allworth Financial
Texas, United States35+
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