Chris Swanson's Location
Wisconsin, United States
Chris Swanson's Work
- Wealth Advisor @ Summit Investment Advisors
- Financial Advisor @ Waddell & Reed
- Tax Manager,Treasurer, Plan Administrator @ Bosch Packaging Technology
Chris Swanson's Education
- University of Minnesota - Carlson School of Management
Master of Business Taxation (Business Taxation/Finance)
1992 - 1994 - Oral Roberts University
Bachelor of Science (B.S.) (Accounting)
1984 - 1988
Chris Swanson's Skills
- Finance
- Sales
- 401k
- Investment Advisory
- Retirement Planning
- Estate Plannng
- Project Planning
- Fiduciary Services
- Pensions
- Financial Advisory
Chris Swanson's Summary
Chris Swanson, based in Wisconsin, United States, is currently a Wealth Advisor at Summit Investment Advisors, bringing experience from previous roles at Waddell & Reed and Bosch Packaging Technology (formerly Doboy Packaging). Chris Swanson holds a 1992 - 1994 Master of Business Taxation in Business Taxation/Finance @ University of Minnesota - Carlson School of Management. With a robust skill set that includes Finance, Sales, 401k, Investment Advisory, Retirement Planning and more, Chris Swanson contributes valuable insights to the industry. Chris Swanson has 3 emails on RocketReach.
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