Dan Swift Email & Phone Number
COO - Associate Wealth Management Advisor @ Heritage Planning Partners
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Dan Swift Location
- Saint Paul, MN, US
Dan Swift Work
- 2011 - now COO - Associate Wealth Management Advisor @
- 2008 - 2011 Associate Wealth Management Associate @
- 2007 - 2008 Technology Coach @
- 2005 - 2007 Associate Financial Representative @
Dan Swift Education
- Iowa State University - College of Business
Bachelor of Science (BS) (Business)
- Dowling Catholic High School
Diploma
- The American College of Financial Services
CLU
Dan Swift Skills
- Retirement Planning
- Finance
- Life Insurance
- Recruiting
- Financial Services
- Wealth Management
- Employee Benefits
- Disability Insurance
- Fixed Annuities
- Series 63
- Insurance
- Social Media
- Leadership
- Social Networking
- Sales
- Team Building
- Investments
- Microsoft Excel
- Valuation
- Analysis
- Financial Analysis
- PowerPoint
- Microsoft Word
- Microsoft Office
- Research
- PeopleSoft Financial
- Ps Query
- Outlook
- Access
- Legal Research
- Public Speaking
- Statutory Accounting
- Corporate Financial Reporting
- Customer Service
- Time Management
Dan Swift Summary
- Dan Swift, based in Saint Paul, MN, US, is currently a COO - Associate Wealth Management Advisor at Baune Financial. Dan Swift brings experience from previous roles at Northwestern Mutual. Dan Swift holds a Bachelor of Science (BS) in Business @ Iowa State University - College of Business. With a robust skill set that includes Retirement Planning, Finance, Life Insurance, Recruiting, Financial Services and more. Dan Swift has 5 emails and 2 mobile phone numbers on RocketReach.
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