Danielle Swancey Email & Phone Number

Senior Investment Analyst @ Exeter Financial

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Danielle Swancey Location

Phoenix, AZ, US

Danielle Swancey Work

Financial Advisor Development Program Manager at Vanguard @ (August 2019 - June 2023)
Financial Advisor Manager - Personal Advisor Services @ (June 2016 - August 2019)
Supervisor - Personal Advisor Services @ (April 2015 - June 2016)
Financial Advisor @ (January 2014 - April 2015)
Senior Investment Analyst @ (January 2011 - January 2014)
Investment Analyst @ (January 2008 - January 2011)
Associate @ (January 2007 - January 2008)
Senior Investment Analyst @ (January 2011 - Present)
Investment Analyst @ (January 2008 - Present)
Associate @ (January 2007 - Present)

Danielle Swancey Education

Drexel University's LeBow College of Business
Master of Business Administration - MBA (Business Administration and Management, General)
2017-2019
Arizona State University
Bachelor of Arts (B.A.)
2001-2006

Danielle Swancey Skills

Financial Advisory
Project Management
Financial Planners
Insurance
Estate Planning
Certified Financial Planner
Investments
Microsoft Word
Sales
Business Analysis
Mutual Funds
Investment Management
Series 7
Wealth
Wealth Management
Portfolio Management
Asset Management
Retirement Planning
Finance

Danielle Swancey Summary

Danielle Swancey, based in Phoenix, AZ, US, is currently a Senior Investment Analyst at Exeter Financial. Danielle Swancey brings experience from previous roles at Vanguard. Danielle Swancey holds a 2017 - 2019 Master of Business Administration - MBA in Business Administration and Management, General @ Drexel University's LeBow College of Business. With a robust skill set that includes Financial Advisory, Project Management, Financial Planners, Insurance, Estate Planning and more. Danielle Swancey has 1 emails and 1 mobile phone numbers on RocketReach.

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