James Sweeney Email & Phone Number
Financial Advisor @ Switchpoint Financial Planning LLC
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James Sweeney Location
- Lehi, UT, US
James Sweeney Work
- Financial Advisor @ (March 2016 - Present)
- Associate Advisor @ (August 2013 - March 2016)
- Investment Analyst and Trader @ Knox Capital Group (August 2011 - May 2013)
- Investment Analyst Intern @ (September 2010 - May 2011)
- Teaching Assistant @ (January 2010 - January 2011)
James Sweeney Education
- University of Utah - David Eccles School of Business
Master of Business Administration - MBA
2017-2019 - University of Utah - David Eccles School of Business
MS (Finance)
2010-2011 - Brigham Young University
BA (Economics)
2005-2010
James Sweeney Summary
- James Sweeney, based in Lehi, UT, US, is currently a Financial Advisor at Switchpoint Financial Planning LLC. James Sweeney brings experience from previous roles at The Martin Worley Group, Knox Capital Group, Beneficial Financial Group and University of Utah. James Sweeney holds a 2017 - 2019 Master of Business Administration - MBA @ University of Utah - David Eccles School of Business. James Sweeney has 2 emails and 2 mobile phone numbers on RocketReach.
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