Benjamin Swallow Email & Phone Number
Director @ Morgan Stanley
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Benjamin Swallow Location
- Salt Lake City, UT, US
Benjamin Swallow Work
- 2017 -now Director @
- 2010 -now VICE PRESIDENT-WEALTH MANAGEMENT BANKER @
- 2007 -2010 ASSISTANT VICE PRESIDENT, SUPERVISOR, LOAN OPERATIONS @
- 2005 -2007 ASSISTANT VICE PRESIDENT, SUPERVISOR, PORTFOLIO MANAGEMENT GROUP @ Merrill Lynch Bank USA
- 2003 -2005 ASSISTANT VICE PRESIDENT, UNDERWRITER and LOAN OFFICER @ Merrill Lynch Bank USA
- 2001 -2003 FINANCIAL ADVISOR @
- 1999 -2000 CLIENT ASSOCIATE @
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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