Timothy Swanson Email & Phone Number
Midwest Regional Director @ Fifth Third Securities
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Timothy Swanson Location
- Bloomfield Hills, MI, US
Timothy Swanson Work
- Midwest Regional Director @ (November 2025 - Present)
- Managing Partner | Independent Consultant - Global Private Banking and Wealth Management @ (July 2023 - November 2025)
- EVP | Head of U.S. Domestic Private Banking - Safra National Bank @ Safra National Bank (August 2022 - July 2023)
- MD | Regional Managing Director - Wells Fargo Private Bank and Wealth Brokerage Services @ (February 2017 - May 2022)
- EVP | President and Head of Private Bank, Trust and Asset Management @ Citizens Wealth Management (October 2013 - March 2016)
- MD | Market Manager - JPMorgan U.S. Private Bank @ (June 2000 - July 2012)
Timothy Swanson Education
- Harvard Business School
FSE (Accounting and Finance)
- University of Phoenix
MBA (Global Management & International Finance)
- University of Phoenix
BS (Business Management)
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
- Account Management
- Analytical Skills
- Attention to Detail
- Business Management
- Client Driven
- Client Relations
- Coaching
- Commercial Banking
- Consultative Selling
- Consulting
- Cross-Selling
- Customer Engagement
- Customer Relationship Management (CRM)
- Customer Retention
- Customer Service Management
- Data Analysis
- Drive Change
- Entrepreneurship
- Estate Planning
- FINRA
- Financial Planning
- Financial Statements
- Forecasting
- Global Finance
- Inheritance
- International Finance
- Interpersonal Skills
- Investment Management
- Investment Products
- Management
- Market Analysis
- Marketing Strategy
- New Business Development
- Operational Excellence
- Pricing Strategy
- Problem Solving
- Product Development
- Real Estate Financing
- Retail Banking
- Sales Growth
- Sales Processes
- Strategic Planning
- Team Management
- Team Motivation
- Technical Reviews
- Thought Leadership
- Services
- Customer Service
- Investment Sales
- Asset Management
- Mutual Funds
- Marketing
- Risk Management
- Loans
- Wealth Management
Timothy Swanson Summary
- Timothy Swanson, based in Bloomfield Hills, MI, US, is currently a Midwest Regional Director at Fifth Third Securities. 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 FSE in Accounting and Finance @ 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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