Brian Swope Email & Phone Number
Securities Trader and Data Specialist @ Zevin Asset Management
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Brian Swope Location
- Boston, MA, US
Brian Swope Work
- 2025 -now Securities Trader and Data Specialist @
- 2015 -2025 Back Office Administrator @
- 2008 -2015 Specialist - Portfolio Services @
- 2007 -2007 Tax Associate @ Showers Financial
- 1997 -2006 Construction Associate @ B&K Construction
Brian Swope Education
- University of Central Missouri
BA (Accounting)
2002-2008 - University of Central Missouri
Bachelor's degree (Accounting)
2002-2008
Brian Swope Skills
- Process Improvement
- Strategic Financial Planning
- Accounting
- Microsoft Excel
- Payroll
- Access
- Business Analysis
- Financial Services
- Team Building
- Salesforce.com
- Microsoft Office
- Coaching
- Finance
- Leadership
- Project Management
- Relationship Management
- Financial Planning
- Portfolio Management
- Investments
- Asset Management
- Financial Analysis
Brian Swope Summary
- Brian Swope, based in Boston, MA, US, is currently a Securities Trader and Data Specialist at Zevin Asset Management. Brian Swope brings experience from previous roles at Zevin Asset Management (ZAM), Charles Schwab, Showers Financial and B&K Construction. Brian Swope holds a 2002 - 2008 BA in Accounting @ University of Central Missouri. With a robust skill set that includes Process Improvement, Strategic Financial Planning, Accounting, Microsoft Excel, Payroll and more. Brian Swope has 2 emails and 2 mobile phone numbers on RocketReach.
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