Greg Swanson's Location
Kirkland, WA, US
Greg Swanson's Work
- Senior Client Advisor @ ASI Wealth Management
- Director of Financial Planning @ Columbia River Advisors
- RIA Account Executive @ Russell Investments
- Internal Wholesaler @ Russell Investments
- Client Service Associate @ Russell Investments
Greg Swanson's Education
- Seattle University
Master of Business Administration (MBA) (Leadership Formation Specialization)
2012 - 2014 - Pepperdine University, The George L. Graziadio School of Business and Management
Certificate in Financial Planning
2014 - 2015 - University of Puget Sound
Bachelor of Arts (B.A.) (Economics & Business)
2004 - 2008
Greg Swanson's Skills
- Mutual Funds
- Separately Managed Accounts
- Series 7
- ETFs
- Alternative Investments
- Asset Allocation
- Series 63
- Investment Strategies
- Investments
- Asset Managment
Greg Swanson's Summary
Greg Swanson, based in Kirkland, WA, US, is currently a Senior Client Advisor at ASI Wealth Management, bringing experience from previous roles at Columbia River Advisors and Russell Investments. Greg Swanson holds a 2012 - 2014 Master of Business Administration (MBA) in Leadership Formation Specialization @ Seattle University. With a robust skill set that includes Mutual Funds, Separately Managed Accounts, Series 7, ETFs, Alternative Investments and more, Greg Swanson contributes valuable insights to the industry. Greg Swanson has 2 emails on RocketReach.
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