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
- 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
- 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 4 emails and 5 mobile phone numbers on RocketReach.
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Top Baune Financial Employees
Daniel Gasper
Director of Business Development
Chicago, IL, US
Dan Swift
COO - Associate Wealth Management Advisor
Saint Paul, MN, US
Brad Baune
Founder and Financial Advisor
United States
Ann Hickmann
Business Development Specialist
Milwaukee, WI, US
Kyle Baune
Partner
Saint Paul, MN, US
Dawson Nagel
Financial Planning Analyst
Saint Paul, MN, US
Briana Conlan
Private Wealth Service Associate
St. Louis, MO, US
Jarod Anderson
Investment Operations Associate
Minnetonka, MN, US
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Marketing Associate
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Maura Shaughnessy
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