Kim Swanson's Location
Orinda, CA, US
Kim Swanson's Work
- VP, Assistant Branch Manager @ Charles Schwab
- Sr. Financial Consultant Partner @ Charles Schwab
- Assistant Vice President, Client Advisor @ Alex. Brown, a Division of Raymond James
- Assistant Vice President, Client Analyst @ Deutsche Bank
- Financial Consultant @ AXA Advisors, LLC
- Investor Relations @ Xilinx
Kim Swanson's Education
- Rutgers University
Kim Swanson's Skills
- Relationship Building
- Wealth Management
- Asset Allocation
- Asset Management
- Portfolio Management
- Hedge Funds
- Private Equity
- Mutual Funds
- Finance
- Retirement
Kim Swanson's Summary
Kim Swanson, based in Orinda, CA, US, is currently a VP, Assistant Branch Manager at Charles Schwab, bringing experience from previous roles at Charles Schwab, Alex. Brown, a Division of Raymond James, Deutsche Bank and AXA Advisors. Kim Swanson holds a . With a robust skill set that includes Relationship Building, Wealth Management, Asset Allocation, Asset Management, Portfolio Management and more, Kim Swanson contributes valuable insights to the industry. Kim Swanson has 2 emails and 1 mobile phone number on RocketReach.
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