Brandon Swift Email & Phone Number
Institutional Sales Manager, RIA @ AssetMark
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Brandon Swift Location
- Scottsdale, AZ, US
Brandon Swift Work
- 2024 -now Institutional Sales Manager, RIA @
- 2022 -2024 Strategic Accounts Manager @
- 2020 -2022 Strategic Accounts Relationship Manager @
- 2019 -2020 National Consultant @
- 2018 -2019 Sales Consultant @
- 2016 -2018 Sales Coordinator @
- 2015 -2015 Sales Internship @
- 2013 -2013 Finance Internship @
Brandon Swift Education
- University of New Hampshire
Bachelor of Science (Economics)
2012-2016 - Windham High School 2009-2012
Brandon Swift Skills
- Business Relationship Management
- Business Development
- Wealth Management
- Asset Management
- Sales
- Customer Relationship Management (CRM)
- Portfolio Management
- Asset Allocation
- Salesforce.com
- Microsoft Office
- Training
- Series 63
- Series 65
- Series 6
- Miller Heiman Sales Training
- Morningstar Office
- Behavioral Finance
Brandon Swift Summary
- Brandon Swift, based in Scottsdale, AZ, US, is currently a Institutional Sales Manager, RIA at AssetMark. Brandon Swift brings experience from previous roles at AssetMark. Brandon Swift holds a 2012 - 2016 Bachelor of Science in Economics @ University of New Hampshire. With a robust skill set that includes Business Relationship Management, Business Development, Wealth Management, Asset Management, Sales and more. Brandon Swift has 2 emails on RocketReach.
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