Sam Swenson Email & Phone Number
Wealth Management Associate @ Curi Capital
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Sam Swenson Location
- Saint Paul, MN, US
Sam Swenson Work
- Wealth Management Associate @ (March 2026 - Present)
- Associate, Private Wealth Client Services @ (February 2025 - December 2025)
- Licensed Client Service Specialist @ (May 2023 - February 2025)
- Facility Attendant @ (September 2022 - December 2022)
- Valet Attendant @ (May 2022 - August 2022)
- Operations Intern @ (May 2021 - August 2021)
- Stadium Operations @ Huntington Bank Stadium (February 2020 - July 2021)
Sam Swenson Education
- University of Minnesota
Bachelor of Science - BS (Sport Management)
Sam Swenson Skills
- Addepar
- Client Service
- Communication
- Custodial Operations
- Equity Trading
- Fidelity
- Financial Planning Support
- Fixed Income Trading
- Holistiplan
- Investment Operations
- MoneyGuidePro
- Organization
- Portfolio Administration
- Private Investment Operations
- Problem Solving
- Public Speaking
- Salesforce
- Schwab
- Tamarac
- Team Player
Sam Swenson Summary
- Sam Swenson, based in Saint Paul, MN, US, is currently a Wealth Management Associate at Curi Capital. Sam Swenson brings experience from previous roles at Cresset, Wells Fargo, University Of Minnesota Recreation & Wellness Center and Hewing Hotel. Sam Swenson holds a Bachelor of Science - BS in Sport Management @ University of Minnesota. With a robust skill set that includes Addepar, Client Service, Communication, Custodial Operations, Equity Trading and more. Sam Swenson has 1 emails on RocketReach.
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