Daisy Swetman Email & Phone Number
Vice President and Senior Private Client Advisor @ Bank of the West
Daisy Swetman's Location
Orange County, California, United States
Daisy Swetman's Work
- Vice President and Senior Private Client Advisor @ Bank of the West
- Enterprise National Account Manager - West Region @ Cortera
- Partner @ Mass Mutual Capstone Financial Partners
- Vice President and Private Client Manager @ U.S. Trust
- Equity Trader @ Schoenfeld Securities
- Analyst @ J.P. Morgan
Daisy Swetman's Education
- The Wharton School
(Management)
- SUNY Geneseo
Bachelor of Science (Business Management)
- University of Oxford
- University of Georgia - Terry College of Business
Master of Business Administration (Leadership)
Daisy Swetman's Skills
- Series 7
- New Business Development
- Sales Management
- Business Development
- Wealth Management
- Investments
- Leadership
- Wealth Management Services
- Strategic Financial Planning
- Finance
Daisy Swetman's Summary
Daisy Swetman, based in Orange County, California, United States, is currently a Vice President and Senior Private Client Advisor at Bank of the West, bringing experience from previous roles at Cortera, Mass Mutual Capstone Financial Partners, u.s. Trust and Schoenfeld Securities. Daisy Swetman holds a The Wharton School. With a robust skill set that includes Series 7, New Business Development, Sales Management, Business Development, Wealth Management and more, Daisy Swetman contributes valuable insights to the industry. Daisy Swetman has 4 emails on RocketReach.
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