Keith Swanson Email & Phone Number
Senior Vice President - Wealth Management @ UBS Group AG
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Keith Swanson Location
- New York, NY, US
Keith Swanson Work
- 2003 -now Senior Vice President - Wealth Management @
- 1989 -2003 Vice President - Investments @
Keith Swanson Education
- University of Tampa
B.S.
1975-1977 - St. Joseph's College 1973-1975
Keith Swanson Skills
- Strategic Financial Planning
- Wealth Management
- Investment Strategies
- Portfolio Management
- Asset Management
- Market Research
- Risk Management
- CERTIFIED FINANCIAL PLANNER™
- Series 7 - 24 - 63 - 65
- Life & Health Insurance Licensed
- Problem Solving
- Team Building
- Business Development
- Marketing
- Customer Service
- Strategic Planning
- Life and Health Insurance Licensed
- Certified Financial Planner
- Series 7
Keith Swanson Summary
- Keith Swanson, based in New York, NY, US, is currently a Senior Vice President - Wealth Management at UBS Financial Services. Keith Swanson brings experience from previous roles at Prudential Securities. Keith Swanson holds a 1975 - 1977 B.S. @ University of Tampa. With a robust skill set that includes Strategic Financial Planning, Wealth Management, Investment Strategies, Portfolio Management, Asset Management and more. Keith Swanson has 3 emails and 1 mobile phone numbers on RocketReach.
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Top UBS Group AG Employees
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Blake Hiltabrand
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Daniel Hunziker
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