SVP - Chief Compliance Officer @ Valley Forge Asset Management (March 2005 - February 2016)
Michael Swallow Education
Drexel University's LeBow College of Business
B.S. (Accounting)
Michael Swallow Skills
Accounting
Asset Allocation
Asset Management
Bloomberg
Budgeting & forecasts
Equities
Finance
Financial Analysis
Financial Services
Financial reporting
Fixed Income
Investment Advisory
Investments
Mutual Funds
Policy & procedure design & implementation
Portfolio Management
Regulatory Compliance
Risk Management
Securities
Series 7
Strategy Development/Execution
Team Management
Michael Swallow Summary
Michael Swallow, based in Philadelphia, PA, US, is currently a Senior Compliance Officer at Truist Wealth. Michael Swallow brings experience from previous roles at Vigilant Compliance, Sterling Advisors, a division of BB&T Securities and Susquehanna Wealth Management. Michael Swallow holds a B.S. in Accounting @ Drexel University's LeBow College of Business. With a robust skill set that includes Accounting, Asset Allocation, Asset Management, Bloomberg, Budgeting & forecasts and more. Michael Swallow has 1 emails and 1 mobile phone numbers on RocketReach.
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