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Peter Swenty Location
Cincinnati, OH, US
Peter Swenty Work
Director of Wealth Management @ (March 2018 - Present)
Vice President, Financial Advisor @ (December 2011 - March 2018)
Vice President, Financial Advisor @ (November 2008 - December 2011)
Senior Investment Representative @ (October 2005 - November 2008)
Peter Swenty Education
University of Cincinnati
Bachelor of Business Administration ( Finance)
1999-2004
St. Xavier High School 1994-1998
Peter Swenty Skills
Retirement Planning
Financial Planning
Mutual Funds
Portfolio Management
Peter Swenty Summary
Peter Swenty, based in Cincinnati, OH, US, is currently a Director of Wealth Management at Larmann Financial. Peter Swenty brings experience from previous roles at Morgan Stanley, Jpmorgan Chase & Co. and Fidelity Investments. Peter Swenty holds a 1999 - 2004 Bachelor of Business Administration in Finance @ University of Cincinnati. With a robust skill set that includes Retirement Planning, Financial Planning, Mutual Funds, Portfolio Management and more. Peter Swenty has 2 emails and 2 mobile phone numbers on RocketReach.
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