ASSISTANT VICE PRESIDENT, SUPERVISOR, PORTFOLIO MANAGEMENT GROUP @ Merrill Lynch Bank USA (November 2005 - November 2007)
ASSISTANT VICE PRESIDENT, UNDERWRITER and LOAN OFFICER @ Merrill Lynch Bank USA (August 2003 - November 2005)
FINANCIAL ADVISOR @ (June 2001 - August 2003)
CLIENT ASSOCIATE @ (June 1999 - June 2000)
Benjamin Swallow Education
Brigham Young University 1993-1999
Benjamin Swallow Skills
Customer Satisfaction
Client Relations
Presentation Skills
Organizational Effectiveness
Wealth Management Services
Corporate Communications
Securities Lending
Client Education
Finance
Financial Planning
Wealth Management
Banking
Portfolio Management
Loans
Securities
Retirement Planning
Series 7
Asset Allocation
Management
Benjamin Swallow Summary
Benjamin Swallow, based in Salt Lake City, UT, US, is currently a Director at Morgan Stanley. Benjamin Swallow brings experience from previous roles at Merrill Lynch and Merrill Lynch Bank USA. Benjamin Swallow holds a 1993 - 1999 Brigham Young University. With a robust skill set that includes Customer Satisfaction, Client Relations, Presentation Skills, Organizational Effectiveness, Wealth Management Services and more. Benjamin Swallow has 2 emails and 1 mobile phone numbers on RocketReach.
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