Michael Swann Email & Phone Number
Relationship Executive, Senior Specialist @ Vanguard
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Michael Swann Location
- Philadelphia, PA, US
Michael Swann Work
- 2024 -now Relationship Executive, Senior Specialist @
- 2011 -2024 Director, Defined Contribution Strategy and Client Portfolio Manager @
- 2007 -2011 Communications Manager @
- 2005 -2007 Account Manager, Mid-Market Client Services @
- 2000 -2005 Assistant Vice President @
- 1995 -2000 Customer Service Representative @
Michael Swann Education
- Wharton Executive Education 2025-2028
- Cannon Financial Institute
Graduate (Retirement Plan Services (earned Institute of Certified Bankers CRSP designation, not current))
2000-2005 - Gettysburg College
B.A. (Economics)
1995-2000
Michael Swann Skills
- Financial Services
- Investments
- Mutual Funds
- 401k
- Retirement
- ERISA
- Retirement Planning
- Asset Allocation
- Leadership
- Vendor Relations
- Institutional
- Pensions
- Client Service
- Employee Benefits
- Fiduciary
- Sales
- Community
- Tone
- Customer Retention
- Mentoring
- Finance
- Cannon
- Cost Effective
- Legal
- Product Management
- Organizational Structure
- Direct Mail
- Organizational Communication
- Management
- Steering
- Liberal Arts
- Accounting
- Quarter
- Philadelphia
- Cross Selling
- Business Services
- Cell
- Rebranding
- Crsp
- Offering
- Cornerstone
- Strategy
- Agreement
- Corporations
- Training
- Policy
- Chef
- Customer Service
- Demonstration
- Surveying
- Documentation
- Reporting
- Campaigns
- Ratings
- Management Professional
- Economics
- Yahoo
- Value Added
- Relational Databases
- Client Services
- Communication
- Home
- Solutions
- Business Operations
- Marketing
- One on One
- Executive Leadership
- Corporate Services
- Mid Market
- Project
- Retail Banking
- Media
- Responsibility
- Internal Audit
- Account Relationships
- Regulations
- Banking
- Sovereign
- Not for Profit
- Art
- Efficient
- Conceived
- Executive Management
- Role Model
- Trust
- Bucktown
- Records Management
- Medical Intuitive
- Business Process Management
- Team Oriented
- Business Planning
- Proposal Writing
- Matrices
- Interest Rates
- Announcements
- Deployed
- Financial Transactions
- Automation
Michael Swann Summary
- Michael Swann, based in Philadelphia, PA, US, is currently a Relationship Executive, Senior Specialist at Vanguard. Michael Swann brings experience from previous roles at SEI Investments, Ascensus, Inc. and National Penn Bank. Michael Swann holds a 2025 - 2028 Wharton Executive Education. With a robust skill set that includes Financial Services, Investments, Mutual Funds, 401k, Retirement and more. Michael Swann has 4 emails and 2 mobile phone numbers on RocketReach.
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