John Swift Email & Phone Number
Managing Director
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John Swift Location
- Newport Beach, CA, US
John Swift Work
- 2019 -now Managing Director @ Pence Financial Group
- 2018 -2019 Financial Advisor @
- 2014 -2018 SENIOR VICE PRESIDENT, WESTERN DIVISIONAL SALES MANAGER @
- 2005 -2018 NEUBERGER BERMAN, LLC @
- 2005 -2014 SENIOR VICE PRESIDENT, EXTERNAL WHOLESALER @
- 1998 -2005 REGIONAL DIRECTOR, EXTERNAL WHOLESALER @ John A. Levin & Company
- 1992 -1998 FINANCIAL CONSULTANT @
John Swift Education
- University of Southern California - Marshall School of Business
- University of California, Berkeley
Bachelor of Arts (BA) (Economics)
John Swift Skills
- Alternative Investments
- Mutual Funds
- Intermediary Distribution
- Asset Management
- Separately Managed Accounts
- Wealth Management
- Private Equity
- Sales Coaching
- Business Development
- Relationship management
- Hedge Funds
- Portfolio Management
- Investments
- Asset Allocation
- Capital Markets
- Equities
- Series 7
- Series 63
- Securities
- Sales and Marketing Leadership
- Financial Services
- Management
- Retirement Planning
- Strategic Planning
- Investment Advisory
- Financial Advisory
- Marketing
John Swift Summary
- John Swift, based in Newport Beach, CA, US, is currently a Managing Director at Pence Financial Group. John Swift brings experience from previous roles at Wells Fargo Advisors and Neuberger Berman. John Swift holds a University of Southern California - Marshall School of Business. With a robust skill set that includes Alternative Investments, Mutual Funds, Intermediary Distribution, Asset Management, Separately Managed Accounts and more. John Swift has 2 mobile phone numbers on RocketReach.
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