Jane Swan's Location
San Francisco, CA, US
Jane Swan's Work
- Senior Wealth Manager @ Veris Wealth Partners, LLC
- Portfolio Manager @ Northern Trust Corporation
- Portfolio Analyst @ Mellon
- Analyst @ Progress Investment Management Company
Jane Swan's Education
- Mills College
Bachelor Of Arts (Economics)
1992 - 1996
Jane Swan's Skills
- Alternative Investments
- Fixed Income
- Financial Planning
- Wealth Management Services
- Portfolio Management
- Capital Markets
- Investments
- Finance
- Asset Allocation
- Investment Advisory
Jane Swan's Summary
Jane Swan, based in San Francisco, CA, US, is currently a Senior Wealth Manager at Veris Wealth Partners, LLC, bringing experience from previous roles at Northern Trust Corporation, Mellon and Progress Investment Management Company. Jane Swan holds a 1992 - 1996 Bachelor Of Arts in Economics @ Mills College. With a robust skill set that includes Alternative Investments, Fixed Income, Financial Planning, Wealth Management Services, Portfolio Management and more, Jane Swan contributes valuable insights to the industry. Jane Swan has 4 emails on RocketReach.
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Esg and Impact Investing | MBA Berkeley Haas at Veris Wealth Partners, LLC
New York, United States2
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