Financial Advisor at MBA Financial Services, LLC @ Cetera Advisor Networks LLC (February 2024 - October 2024)
VP Financial Consultant @ (April 2021 - September 2023)
Associate Financial Consultant at Charles Schwab @ (November 2019 - April 2021)
Investment Consultant @ (November 2018 - November 2019)
Internal Wholesaler @ (November 2017 - November 2018)
Internal Wholesaler @ (January 2015 - October 2017)
Benefits Analyst @ (July 2007 - January 2015)
Sales Internship @ ADP TotalSource (May 2005 - July 2005)
Quality Control Specialist @ (December 2000 - January 2003)
Deron Swaby Education
Mercer University - Stetson School of Business and Economics
MBA (Marketing)
2010-2011
Bradley University
Bachelor of Business Administration (Marketing)
2002-2006
Deron Swaby Skills
Benefits Administration
Customer Service
Employee Benefits
Human Resources
Management
Marketing
Microsoft Excel
Microsoft Office
PeopleSoft
Process Improvement
Recruiting
Sales
Broad Based Compensation
Systems Design
Rapport
Top Performer
Poised
Product Diversification
Persuasiveness
Trust
Persistence
Applications
Consideration
Troubleshooting
Communication
Atlanta
Piedmont
Rare
Natural Resources
Interviews
Series 7
Coordinate
Deron Swaby Summary
Deron Swaby, based in Denver, CO, US, is currently a Private Wealth Manager at Heirloom Wealth Management. Deron Swaby brings experience from previous roles at Butler Financial Services, Cetera Advisor Networks LLC and Charles Schwab. Deron Swaby holds a 2010 - 2011 MBA in Marketing @ Mercer University - Stetson School of Business and Economics. With a robust skill set that includes Benefits Administration, Customer Service, Employee Benefits, Human Resources, Management and more. Deron Swaby has 2 emails and 1 mobile phone numbers on RocketReach.
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