Ed Swenson Email & Phone Number

President @ RFG Advisory

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Ed Swenson Location

Florida, United States

Ed Swenson Work

2025 - now President @ RFG Advisory
2023 - 2025 EVP, President RIA Solutions @ Osaic
2009 - 2023 Co-Founder, Chief Operating Officer @ Dynasty Financial Partners

2005 - 2008 Portfolio Manager @ Legg Mason
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1999 - 2005 Vice President Citigroup Global Markets @ Citi

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Ed Swenson Education

New York University - Leonard N. Stern School of Business
MBA (Management)
The London School of Economics and Political Science (LSE)
Bachelor of Science - BS

Ed Swenson Skills

Wealth Management
Portfolio Management
Product Development

Asset Management
Finance
Strategy
Investment Advisory
Financial Services
Trading
Business Strategy

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Ed Swenson Summary

Ed Swenson, based in Florida, United States, is currently a President at RFG Advisory. Ed Swenson brings experience from previous roles at Osaic, Dynasty Financial Partners, Legg Mason and Citigroup, New York. Ed Swenson holds a MBA in Management @ New York University - Leonard N. Stern School of Business. With a robust skill set that includes Wealth Management, Portfolio Management, Product Development, Asset Management, Finance and more. Ed Swenson has 2 emails and 2 mobile phone numbers on RocketReach.

Ed Swenson Emails

Found 2 emails

Ed Swenson Phone Numbers

Found 6 phone numbers

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