Cameron Swanson Email & Phone Number
Wealth Planning Consultant @ Capitas Financial
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Cameron Swanson Location
- Greensboro, NC, US
Cameron Swanson Work
- 2021 -now Wealth Planning Consultant @
- 2020 -2021 Wealth Management Consultant @
- 2019 -2020 Financial Advisor @
- 2016 -2019 Wealth Management Consultant @
- 2013 -2015 Life Internal Wholesaler @
- 2012 -2013 Sales Assistant @
- 2011 -2012 Financial Service Representative Assistant @ Intercarolina Financial Services
Cameron Swanson Education
- North Carolina State University - College of Management
Business Administration (Finance, Business, Information Systems)
2006-2010
Cameron Swanson Skills
- Series 63
- Strategic Financial Planning
- Strategic Financial
- Investments
- Microsoft Excel
- Marketing
- Salesforce.com
- Retirement
- Retirement Planning
- Customer Service
- Long Term Care
- Strategic Planning
- Insurance
- Financial Analysis
- Financial Services
- Employee Benefits
- Wealth Management
- Sales
- Mutual Funds
- Series 7
- Change Management
- Strategy
- Microsoft Word
- Social Media
Cameron Swanson Summary
- Cameron Swanson, based in Greensboro, NC, US, is currently a Wealth Planning Consultant at Capitas Financial. Cameron Swanson brings experience from previous roles at Saybrus Partners, Edward Jones and Lincoln Financial Distributors. Cameron Swanson holds a 2006 - 2010 Business Administration in Finance, Business, Information Systems @ North Carolina State University - College of Management. With a robust skill set that includes Series 63, Strategic Financial Planning, Strategic Financial, Investments, Microsoft Excel and more. Cameron Swanson has 1 emails and 2 mobile phone numbers on RocketReach.
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