Timothy Swanson Email & Phone Number
Midwest Head | Region Director of Comerica Financial Advisors @ Comerica Wealth Management
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Timothy Swanson Location
- Bloomfield Hills, MI, US
Timothy Swanson Work
- 2025 -now Midwest Head | Region Director of Comerica Financial Advisors @
- 2023 -2025 Managing Partner | Independent Consultant - Global Private Banking and Wealth Management @
- 2022 -2023 Executive Vice President | Head of U.S. Domestic Private Banking - Safra National Bank @
- 2017 -2022 EVP | Regional Managing Director - Wells Fargo Private Bank and Wealth Brokerage Services @
- 2013 -2016 Executive Vice President | CEO and President and Head of Private Bank, Trust and Asset Management @
- 2000 -2012 Managing Director | Michigan Market Manager - JPMorgan U.S. Private Bank @
Timothy Swanson Education
- Harvard Business School 2013-2013
- University of Phoenix
Master of Business Administration - MBA (Global Management)
1999-2000 - University of Phoenix
Bachelor of Science - BS (Business/Management)
1997-1999
Timothy Swanson Skills
- Business Relationship Management
- Finance
- Customer Satisfaction
- Financial Analysis
- Portfolio Management
- Strategy
- Private Banking
- Wealth Management Services
- Financial Services
- Customer Experience
- Team Leadership
- Business Strategy
- Recruiting
- Financial Reporting
- Business Development
- Strategic Leadership
- Team Building
- Sales Management
- Executive Management
- Organizational Leadership
- Sales
- Financial Advisory
- Accounting
- Banking
- Leadership
- Investments
- Services
- Customer Service
- Investment Sales
- Asset Management
- Mutual Funds
- Management
- Marketing
- Risk Management
- Financial Planning
- Loans
- Wealth Management
Timothy Swanson Summary
- Timothy Swanson, based in Bloomfield Hills, MI, US, is currently a Midwest Head | Region Director of Comerica Financial Advisors at Comerica Wealth Management. Timothy Swanson brings experience from previous roles at Global Wealth Strategies, Safra National Bank, Wells Fargo Advisors and Citizens Wealth Management. Timothy Swanson holds a 2013 - 2013 Harvard Business School. With a robust skill set that includes Business Relationship Management, Finance, Customer Satisfaction, Financial Analysis, Portfolio Management and more. Timothy Swanson has 2 emails and 2 mobile phone numbers on RocketReach.
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Blake Boelke
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Ethan Pond
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