Jane Swan Email & Phone Number
Senior Wealth Manager @ Veris Wealth Partners, LLC
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Jane Swan Location
- Berkeley, CA, US
Jane Swan Work
- 2023 -now Head of Advisory Services @
- 2015 -now Senior Advisor @
- 2015 -now Senior Wealth Manager @
- 2000 -2015 Portfolio Manager @
- 1998 -2000 Portfolio Analyst @ Mellon Private Asset Management
- 1997 -1998 Analyst @
Jane Swan Education
- Mills College
Bachelor Of Arts (Economics)
1992-1996
Jane Swan Skills
- Asset Allocation
- Portfolio Management
- Equities
- Wealth Management
- Fixed Income
- Investment Management
- Mutual Funds
- Investments
- Securities
- Asset Management
- Alternative Investments
- Investment Strategies
- Strategic Financial Planning
- Financial Services
- Investment Advisory
- Wealth Management Services
- Hedge Funds
- Finance
- Financial Planning
- High Net Worth Individuals
- Capital Markets
- Asset Managment
- SAN
- Swan
Jane Swan Summary
- Jane Swan, based in Berkeley, CA, US, is currently a Senior Wealth Manager at Veris Wealth Partners, LLC. Jane Swan brings experience from previous roles at Veris Wealth Partners, LLC, Northern Trust and Mellon Private Asset Management. Jane Swan holds a 1992 - 1996 Bachelor Of Arts in Economics @ Mills College. With a robust skill set that includes Asset Allocation, Portfolio Management, Equities, Wealth Management, Fixed Income and more. Jane Swan has 3 emails and 1 mobile phone numbers on RocketReach.
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