Dan Swift Email & Phone Number
COO - Associate Wealth Management Advisor @ Baune Financial
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Dan Swift Location
- Saint Paul, MN, US
Dan Swift Work
- COO - Associate Wealth Management Advisor @ (April 2011 - Present)
- Associate Wealth Management Associate @ (December 2008 - March 2011)
- Technology Coach @ (June 2007 - November 2008)
- Associate Financial Representative @ (May 2005 - May 2007)
Dan Swift Education
- The American College of Financial Services
CLU
2020 - Iowa State University - Ivy College of Business
Bachelor of Science (BS) (Business)
- Dowling Catholic High School
Diploma
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 CLU @ The American College of Financial Services. With a robust skill set that includes Retirement Planning, Finance, Life Insurance, Recruiting, Financial Services and more. Dan Swift has 5 emails and 5 mobile phone numbers on RocketReach.
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Dan Swift
COO - Associate Wealth Management Advisor
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