Alan Swanson Email & Phone Number
VP FP and A @ Allworth Financial
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Alan Swanson Location
- Texas, United States
Alan Swanson Work
- 2022 -now VP FP and A @
- 2021 -2022 VP - Finance Shared Services @
- 2019 -2021 Senior Director - Finance Shared Services @
- 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 @
- 2000 -2002 Associate Director - Finance @
- 1992 -2000 Vice President - Financial Planning and Analysis @
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
- Fixed Income
- Financial Markets
- Equities
- Finance
- Securities
- Hedge Funds
- Management
- Investment Banking
- Financial Planning
- Budget Process
- Expense Management
- Cost Efficiency
- Due Diligence
- Risk Management
- Financial Services
- Team Building
- Business Unit Start-up
- KPI implementation
- Series 63
- Accounting
- Team Management
- Financial Reporting
- Mentoring
- Financial Forecasting
- Invoicing
- Budgeting
- Leadership
- Coaching
- Planning
- Microsoft Office
- Analytical Skill
- Microsoft Excel
- Customer Service
- Reporting
- Planning Budgeting And Forecasting
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 2 emails and 1 mobile phone numbers on RocketReach.
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Top Allworth Financial Employees
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