Dan Swift Email & Phone Number
COO - Associate Wealth Management Advisor @ Heritage Planning Partners
Dan Swift's Location
Saint Paul, MN, US
Dan Swift's Work
- COO - Associate Wealth Management Advisor @ Heritage Planning Partners
- Associate Wealth Management Associate @ Northwestern Mutual
- Technology Coach @ Northwestern Mutual
- Associate Financial Representative @ Northwestern Mutual
Dan Swift's 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's Skills
- Retirement Planning
- Finance
- Life Insurance
- Recruiting
- Financial Services
- Wealth Management
- Employee Benefits
- Disability Insurance
- Fixed Annuities
- Series 63
Dan Swift's Summary
Dan Swift, based in Saint Paul, MN, US, is currently a COO - Associate Wealth Management Advisor at Baune Financial, bringing 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 contributes valuable insights to the industry. Dan Swift has 8 emails on RocketReach.
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