Ted Swan Email & Phone Number
Vice President, Relationship Manager
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Ted Swan Location
- Newtown Grant, PA, US
Ted Swan Work
- 2012 -now Vice President, Relationship Manager @ TD Wealth
- 2010 -2012 Premier Relationship Manager - Premier Banking Division @
- 1999 -2010 Vice President - Senior Financial Specialist and Regional Bank Private Banker @
- 1997 -1999 Finacial Planner @
Ted Swan Education
- Villanova University 1993-1997
- Notre Dame High School
Ted Swan Skills
- Small Business Lending
- Banking
- Lines Of Credit
- Investments
- Finance
- Retail Banking
- Mortgage Lending
- Relationship Management
- Loans
- Series 7
- Mortgage Banking
- Commercial Lending
- Cross Selling
- Wealth
- Series 63
- Credit Analysis
- Wealth Management
- Credit
- FINRA
- Portfolio Management
- Retirement Planning
- Private Banking
- Consumer Lending
- Business Development
- Series 6
- Commercial Banking
- Mutual Funds
- Loan Origination
- Financial Services
- Securities
- Residential Mortgages
- Strategic Financial Planning
- Cash Management
- Financial Analysis
- Commercial Mortgages
- Asset Management
- Investment Advisory
- Wealth Management Services
- Asset Allocation
- Uniform Combined State Law
- Fixed Income
- Bonds
- Financial Advisory
- Credit Risk
- Series 65
- Investment Strategies
- Retirement
- Refinance
- Branch Management
- Treasury Management
- Project Management
- Services
- Sales
- Microsoft Excel
- Net
- Solutions
Ted Swan Summary
- Ted Swan, based in Newtown Grant, PA, US, is currently a Vice President, Relationship Manager at TD Wealth. Ted Swan brings experience from previous roles at Citizens Bank, Wachovia, A Wells Fargo Company and John Hancock. Ted Swan holds a 1993 - 1997 Villanova University. With a robust skill set that includes Small Business Lending, Banking, Lines Of Credit, Investments, Finance and more.
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