Alan Swanson Email & Phone Number
VP FP and A @ Allworth Financial
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Alan Swanson Location
- Texas, United States
Alan Swanson Work
- VP FP and A @ (July 2022 - Present)
- VP - Finance Shared Services @ (May 2021 - July 2022)
- Senior Director - Finance Shared Services @ (October 2019 - April 2021)
- Interim CFO of HD Vest, and VP Finance @ Blucora (November 2016 - September 2019)
- Global Head of FP and A and Director of Finance and VP of Finance @ (June 2002 - June 2016)
- Associate Director - Finance @ (May 2000 - June 2002)
- Vice President - Financial Planning and Analysis @ (January 1992 - January 2000)
Alan Swanson Education
- Florida State University
MBA (Business Administration and Management, General)
- 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, General @ 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 4 mobile phone numbers on RocketReach.
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