Josh Swanson Email & Phone Number
Wealth Manager | Investor | Author | Coach @ Silverleaf Wealth Management
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Josh Swanson Location
- Austin, TX, US
Josh Swanson Work
- Wealth Manager | Investor | Author | Coach @ (May 2025 - Present)
- Wealth Manager I Investor I Author I Coach @ (October 2021 - May 2025)
- Business Insurance and P and C @ (February 2019 - February 2021)
- SVP and Sales Lead, Investmant Banking Division @ (December 2016 - February 2019)
- Vice President - The Baker Group @ (May 2004 - December 2016)
- Senior Client Rep @ (May 2001 - April 2004)
- Campus Sales Rep @ Nike Team Sports (May 2000 - May 2001)
Josh Swanson Education
- University of Oklahoma - Price College of Business
Bachelor of Business Administration (BBA) (Marketing)
1998-2001
Josh Swanson Skills
- Account Management
- Business Analysis
- New Business Development
- Financial Modeling
- Business Development
- Negotiation
- Strategic Planning
- Portfolio Management
- Sales
- Risk Management
- Financial Analysis
- Business Strategy
- Investments
- Finance
- Credit
- Banking
- CRM
- Competitive Analysis
- Product Management
- Solution Selling
- Vendor Management
- Budgets
- Mergers
- Microsoft Office
- Public Relations
- Leadership
- PowerPoint
- Mergers
- Strategy
- Microsoft Word
- Microsoft Excel
- Project Management
- Burns
- Property and Casualty Insurance
Josh Swanson Summary
- Josh Swanson, based in Austin, TX, US, is currently a Wealth Manager | Investor | Author | Coach at Silverleaf Wealth Management. Josh Swanson brings experience from previous roles at Baker Asset Management, Marsh McLennan Agency, UMB Bank and The Baker Group LP. Josh Swanson holds a 1998 - 2001 Bachelor of Business Administration (BBA) in Marketing @ University of Oklahoma - Price College of Business. With a robust skill set that includes Account Management, Business Analysis, New Business Development, Financial Modeling, Business Development and more. Josh Swanson has 3 emails and 1 mobile phone numbers on RocketReach.
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