Ed Swenson Location
- Florida, United States
Ed Swenson Work
- 2025 - now President @
- 2023 - 2025 EVP, President RIA Solutions @ Osaic
- 2009 - 2023 Co-Founder, Chief Operating Officer @
- 2005 - 2008 Portfolio Manager @
- 1999 - 2005 Vice President Citigroup Global Markets @
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
- New Business Development
- Business Process
- Securities
- Cross-functional Team Leadership
- Entrepreneurship
- Accounting
- Project Implementation
- Alternative Investments
- Managed Money
- Hedge Funds
- Equities
- Investments
- Project Management
- Management
- Social Media
- Marketing
- Cross Functional Team Leadership
- Financial Analysis
- Business Development
- Customer Service
- Startups
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 3 emails and 2 mobile phone numbers on RocketReach.
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Others Named Ed Swenson
Ed Swenson
President
Florida, United States
Top RFG Advisory Employees
Ed Swenson
President
Florida, United States
Kristy Puckett
National Director of Business Development
Bradenton, FL, US
John Pfaudler
Senior Vice President
Birmingham, AL, US
Eric Larson
Vice President of Investment Solutions
Birmingham, AL, US
Kevin Harper
Executive Vice President
Birmingham, AL, US
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