Carl Swanson Email & Phone Number
Managing Director, Head of Advisor and Client Experience - Investment Solutions Group @ Merrill Lynch
Carl Swanson's Location
New York, NY, US
Carl Swanson's Work
- Managing Director, Head of Advisor and Client Experience - Investment Solutions Group @ Merrill Lynch
- Managing Director, COO - Digital Platforms @ Morgan Stanley
- Managing Director, Head of Strategic Partnering and Advisor Teaming @ Morgan Stanley
- Managing Director, COO - Western Division @ Morgan Stanley
- Director of Strategic Investment Initiatives, Consulting Group @ Morgan Stanley
- Director, Portfolio Management Group (Rep as PM) @ Morgan Stanley
- National Sales Manager, Portfolio Managment Group @ Smith Barney
- Investment Management Analyst @ Smith Barney
Carl Swanson's Education
- West Chester University of Pennsylvania
Carl Swanson's Skills
- Alternative Investments
- Equities
- Asset Allocation
- Asset Management
- Asset Managment
- Capital Markets
- Business Development
- Business Strategy
- ETFs
Carl Swanson's Summary
Carl Swanson, based in New York, NY, US, is currently a Managing Director, Head of Advisor and Client Experience - Investment Solutions Group at Merrill Lynch, bringing experience from previous roles at Morgan Stanley. Carl Swanson holds a West Chester University of Pennsylvania. With a robust skill set that includes Alternative Investments, Equities, Asset Allocation, Asset Management, Asset Managment and more, Carl Swanson contributes valuable insights to the industry. Carl Swanson has 2 emails on RocketReach.
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