Greg Swanson Email & Phone Number
Senior Wealth Advisor @ OneDigital Health and Benefits
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Greg Swanson Location
- Kirkland, WA, US
Greg Swanson Work
- Senior Wealth Advisor @ (June 2024 - Present)
- Senior Client Advisor @ ASI Wealth Management (December 2017 - March 2025)
- Director of Financial Planning @ (October 2016 - November 2017)
- RIA Account Executive @ (January 2014 - September 2016)
- Internal Wholesaler @ (July 2010 - December 2013)
- Client Service Associate @ (June 2008 - July 2010)
Greg Swanson Education
- Pepperdine Graziadio Business School
Certificate in Financial Planning
2014-2015 - Seattle University
Master of Business Administration (MBA) (Leadership Formation Specialization)
2012-2014 - University of Puget Sound
Bachelor of Arts (B.A.) (Economics & Business)
2004-2008
Greg Swanson Summary
- Greg Swanson, based in Kirkland, WA, US, is currently a Senior Wealth Advisor at OneDigital. Greg Swanson brings experience from previous roles at ASI Wealth Management, Columbia River Advisors and Russell Investments. Greg Swanson holds a 2014 - 2015 Certificate in Financial Planning @ Pepperdine Graziadio Business School. Greg Swanson has 2 emails and 2 mobile phone numbers on RocketReach.
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