Kimberly Swift Email & Phone Number
Service Advisor @ Baldwin Wealth Partners
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Kimberly Swift Location
- Boston, MA, US
Kimberly Swift Work
- Service Advisor @ (September 2025 - Present)
- Senior Associate, Investment Implementation Services Senior Specialist @ (August 2016 - August 2025)
- AVP, Relationship Management @ (December 2013 - March 2016)
- Director, Sales and Relationship Management, Analytics @ (October 2008 - December 2012)
- V.P. Equity Sales and Trading @ (September 1999 - October 2008)
- Assistant Trader and Equity Sales and Trading @ (August 1995 - August 1999)
Kimberly Swift Education
- Saint Anselm College
B.A. (concentration in Financial Economics)
Kimberly Swift Skills
- Series 7
- Equity Trading
- Securities
- Equities
- Portfolio Management
- Trading
- Series 63
- Series 24
- Trading System
- Financial Services
- Series 55
- Series 3
- Series 4
- TCA
- Relationship Mgmt
- Sales
- Relationship Management
- Asset Allocation
- Sales Management
- Asset Management
- FINRA
- Investment Banking
- Hedge Funds
- Electronic Trading
- Investments
- Mutual Funds
- Bloomberg
- Trading Systems
- Capital Markets
- Derivatives
- Financial Markets
- Valuation
Kimberly Swift Summary
- Kimberly Swift, based in Boston, MA, US, is currently a Service Advisor at Baldwin Wealth Partners. Kimberly Swift brings experience from previous roles at MERCER INVESTMENTS, L.L.C., State Street and ITG. Kimberly Swift holds a B.A. in concentration in Financial Economics @ Saint Anselm College. With a robust skill set that includes Series 7, Equity Trading, Securities, Equities, Portfolio Management and more. Kimberly Swift has 3 emails and 2 mobile phone numbers on RocketReach.
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