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Ben Swain Location
West Hartford, CT, US
Ben Swain Work
2023 -now Vice President - Financial Consultant @
2022 -2023 Sr. Consultant- Advisory and Planning @
2019 -2021 Branch Manager @
2014 -2019 Sr. Financial Consultant @
2011 -2014 Financial Consultant @
2007 -2011 Retirement Counselor @
1999 -2007 Retirement Education Consultant @
Ben Swain Education
Capella University
Bachelor of Science - BS (Business Administration, Management and Operations)
Ben Swain Skills
Asset Allocation Analysis
Financial Needs Analysis
Legacy Planning
Qualified Retirement Plans
College Savings Strategies
Series 65
Ben Swain Summary
Ben Swain, based in West Hartford, CT, US, is currently a Vice President - Financial Consultant at Charles Schwab. Ben Swain brings experience from previous roles at Empower, TD Ameritrade and AXA. Ben Swain holds a Bachelor of Science - BS in Business Administration, Management and Operations @ Capella University. With a robust skill set that includes Asset Allocation Analysis, Financial Needs Analysis, Legacy Planning, Qualified Retirement Plans, College Savings Strategies and more. Ben Swain has 3 emails and 2 mobile phone numbers on RocketReach.
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