Patrick Swift Email & Phone Number
Partner and President of Wealth Planning | Wealth Advisor @ Amplius Wealth Advisors
Patrick Swift's Location
Philadelphia, PA, US
Patrick Swift's Work
- Partner and President of Wealth Planning | Wealth Advisor @ Amplius Wealth Advisors
- Senior Financial Advisor @ Merrill Lynch
- Financial Professional @ AXA Advisors, LLC
- Private Markets Group - Analyst @ DuPont Capital Management
- Financial Analyst @ STURSBERG & FINE INC
Patrick Swift's Education
- Drexel University
Bachelor's Degree (Finance, Marketing)
- Randolph High School
Patrick Swift's Summary
Patrick Swift, based in Philadelphia, PA, US, is currently a Partner and President of Wealth Planning | Wealth Advisor at Amplius Wealth Advisors, bringing experience from previous roles at Merrill Lynch Wealth Management, AXA Advisors, LLC, DuPont Capital Management and STURSBERG & FINE INC. Patrick Swift holds a Bachelor's Degree in Finance, Marketing @ Drexel University. Patrick Swift has 2 emails on RocketReach.
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Top Amplius Wealth Advisors Employees
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Patrick Swift
Partner and President of Wealth Planning | Wealth Advisor at Amplius Wealth Advisors
Philadelphia, PA, US22 -
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Michelle Czarnecki
Director of Client Operations at Amplius Wealth Advisors
Philadelphia, PA, US1 -
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