Sam Swenson Email & Phone Number
Head of Tax @ Range
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Sam Swenson Location
- New York, NY, US
Sam Swenson Work
- 2026 -now Head of Tax @
- 2025 -2026 Lead Financial Planner @
- 2023 -2025 Senior Financial Planner @
- 2019 -2023 Partner Advisor @
- 2019 -2023 Certified Financial Planner @
- 2021 -2023 Personal Finance Writer @ Capitalize
- 2020 -2023 Investment Planning Writer @
- 2016 -2019 Associate Vice President - Investment Officer @
- 2015 -2016 Relationship Manager @
- 2010 -2013 Senior Analyst @
Sam Swenson Education
- Cornell University
Master of Business Administration (M.B.A.) (Accounting and Finance)
2013-2015 - Amherst College
Bachelor of Arts (B.A.) (Economics and Environmental Studies, Cum Laude)
2006-2010
Sam Swenson Skills
- Project Management
- Estate Planning
- Online Content Creation
- Content Marketing
- Content Editing
- Financial Writing
- Web Content Writing
- Content Creation
- Personal Finance
- Financial Planning
- Tax Planning
- Stock Compensation
- Tax Preparation
- Independent Financial Advice
- Finance
- Financial Analysis
- Alternative Investments
- Hedge Funds
- Equities
- Equity Research
Sam Swenson Summary
- Sam Swenson, based in New York, NY, US, is currently a Head of Tax at Range. Sam Swenson brings experience from previous roles at Range, CGN Advisors and SKS Advisory Services. Sam Swenson holds a 2013 - 2015 Master of Business Administration (M.B.A.) in Accounting and Finance @ Cornell University. With a robust skill set that includes Project Management, Estate Planning, Online Content Creation, Content Marketing, Content Editing and more. Sam Swenson has 2 emails and 1 mobile phone numbers on RocketReach.
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