Joe Swanson Email & Phone Number
CEO @ Thomas Smith Advisors
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Joe Swanson Location
- Charlotte, NC, US
Joe Swanson Work
- CEO @ (September 2025 - Present)
- Vice President @ (February 2022 - August 2025)
- Head of Finance @ (August 2020 - August 2025)
- Senior Director @ (March 2021 - February 2022)
- Director @ (April 2018 - March 2021)
- Corporate and Investment Banking Senior Associate @ (July 2015 - April 2018)
- Corporate and Investment Banking Summer Associate @ (June 2014 - August 2014)
- Commercial Mortgage Group Analyst @ (August 2011 - June 2013)
- Commercial Mortgage Group Associate @ (August 2010 - August 2011)
Joe Swanson Education
- University of Notre Dame - Mendoza College of Business
Master of Business Administration (M.B.A.)
2013-2015 - University of Evansville
Bachelor of Science (B.Sc.) (Finance, General)
2006-2010
Joe Swanson Skills
- Financial Analysis
- Banking
- Credit Analysis
- Portfolio Management
- Credit Risk
- Commercial Banking
- Finance
- Risk Management
- Investments
- Financial Risk
- Accounting
- Management
- Loans
- Commercial Real Estate
- Financial Planning
- Microsoft Excel
- Marketing
Joe Swanson Summary
- Joe Swanson, based in Charlotte, NC, US, is currently a CEO at Thomas Smith Advisors. Joe Swanson brings experience from previous roles at Red Ventures and Sage Home Loans Corporation. Joe Swanson holds a 2013 - 2015 Master of Business Administration (M.B.A.) @ University of Notre Dame - Mendoza College of Business. With a robust skill set that includes Financial Analysis, Banking, Credit Analysis, Portfolio Management, Credit Risk and more. Joe Swanson has 2 emails and 2 mobile phone numbers on RocketReach.
Looking for a different Joe Swanson?
Find contact details for 700 million professionals.
Others Named Joe Swanson
Joe Swanson
Regional Director of Operations - Midwest
United States
Joe Swanson
Vice President
Denver, CO, US
Joe Swanson
CEO
Charlotte, NC, US
Top Thomas Smith Advisors Employees
Scott Hamer
Advisor
Charlotte, NC, US
Joe Swanson
CEO
Charlotte, NC, US
Andrew Wheaton
Analyst
Charlotte, NC, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co