David Swapp Email & Phone Number
CEO at Net Worth Advisory Group @ Net Worth Advisory Group
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David Swapp Location
- Sandy, UT, US
David Swapp Work
- 2018 -now CEO at Net Worth Advisory Group @
- 2005 -now Managing Partner @
- 2003 -2004 Vice President, Energy Marekting and Trading Western Region @ Duke Energy Marketing America
- 2002 -2003 Vice President, Energy Marketing Western Region @
- 2000 -2002 Senior Director, Gas Marketing Western Region @
- 1998 -2000 Director, Gas Marketing Southwest Region @ Duke Energy Trading and Marketing
- 1997 -1998 Senior Marketing Rep. Southwest Region @ Duke Energy Trading and Marketing
- 1996 -1997 Trader, Natural Gas @ Duke Energy Trading and Marketing
- 1994 -1996 Operations Manager and Representative @ Duke Energy Trading & Marketing
- 1991 -1993 Retail Merchandiser @ Campbells Sales Company
David Swapp Education
- Boston University
Online Program for Financial Planning
2007 - Brigham Young University
Master of Business Administration (MBA)
1997-1999 - University of Utah
Bachelor of Science (B.S.) (Accounting)
1991-1993
David Swapp Skills
- Retirement Planning
- Wealth Management
- Investments
- Strategic Financial Planning
- Mutual Funds
- Estate Planning
- Investment Advisory
- Asset Allocation
- Portfolio Management
- Financial Advisory
- Investment Strategies
- Financial Planning
- Team Building
- Asset Managment
- Leadership
- 401k
- Wealth
- Asset Management
- Financial Analysis
- Life Insurance
- Investment Management
- Series 63
- Risk Management
- Strategic Planning
- Securities
- Personal Finance
- Equities
- Microsoft Excel
- Public Speaking
- Finance
- Development
- Advisory
David Swapp Summary
- David Swapp, based in Sandy, UT, US, is currently a CEO at Net Worth Advisory Group at Net Worth Advisory Group. David Swapp brings experience from previous roles at Net Worth Advisory Group, Duke Energy Marketing America and Duke Energy North America. David Swapp holds a Online Program for Financial Planning @ Boston University. With a robust skill set that includes Retirement Planning, Wealth Management, Investments, Strategic Financial Planning, Mutual Funds and more. David Swapp has 2 emails and 2 mobile phone numbers on RocketReach.
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