Steven Swansig Email & Phone Number
Director of Business Development @ RIA in a Box, a COMPLY company
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Steven Swansig Location
- New York, NY, US
Steven Swansig Work
- Director of Business Development @ (January 2011 - Present)
- Regional Vice President, Financial and RIA Sales @ TD Ameritrade institutional (May 2007 - February 2009)
- Senior Internal Wholesaler @ (May 1999 - May 2007)
Steven Swansig Education
- Hofstra University
B.A. (Communications)
1994-1996
Steven Swansig Skills
- New Business Development
- CRM
- Mutual Funds
- Business Development
- Management
- Series 63
- Investments
- Series 7
- Sales
- Risk Management
- Insurance
- Sales Operations
- Finance
- Mergers & Acquisitions
- Wealth Management
- Asset Management
- Financial Services
- Portfolio Management
- Mergers and Acquisitions
Steven Swansig Summary
- Steven Swansig, based in New York, NY, US, is currently a Director of Business Development at RIA IN A BOX. Steven Swansig brings experience from previous roles at TD Ameritrade institutional and Dreyfus Service Corporation. Steven Swansig holds a 1994 - 1996 B.A. in Communications @ Hofstra University. With a robust skill set that includes New Business Development, CRM, Mutual Funds, Business Development, Management and more. Steven Swansig has 2 emails on RocketReach.
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