Steven Swanson Email & Phone Number
Founder - Wealth Advisor at Atlas Wealth Management @ Atlas Wealth Management
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Steven Swanson Location
- Illinois, United States
Steven Swanson Work
- Founder - Wealth Advisor at Atlas Wealth Management @ (September 2016 - Present)
- President - Wealth Advisor @ (September 2016 - September 2016)
- Vice President, Private Client Advisor @ (January 2001 - September 2016)
- Licensed Representative @ (December 1999 - December 2000)
Steven Swanson Education
- Northwestern University
Certified Financial Planner (Certified Financial Planner)
2018-2019 - Northwestern University
(Certified Financial Planner)
2018-2019 - University of St. Francis
Bachelor’s Degree (General Business Studies, Recreation Administration)
1995-1999 - Northwestern University
Steven Swanson Skills
- Investments
- Wealth Management
- Customer Service
- Financial Services
- Leadership
Steven Swanson Summary
- Steven Swanson, based in Illinois, United States, is currently a Founder - Wealth Advisor at Atlas Wealth Management at Atlas Wealth Management. Steven Swanson brings experience from previous roles at Atlas Wealth Management, 16 years JPMorgan Chase and Prudential Financial. Steven Swanson holds a 2018 - 2019 Certified Financial Planner in Certified Financial Planner @ Northwestern University. With a robust skill set that includes Investments, Wealth Management, Customer Service, Financial Services, Leadership and more. Steven Swanson has 4 emails and 1 mobile phone numbers on RocketReach.
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