Tim Swanson Cfa
Results-driven Asset Management Executive skilled at finding robust strategies despite constraints. Track record of improving investment discipline... | Greensboro, North Carolina, United States
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Tim Swanson Cfa’s Emails ti****@ma****.com
Tim Swanson Cfa’s Phone Numbers No phone number available.
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Tim Swanson Cfa’s Location Greensboro, North Carolina, United States
Tim Swanson Cfa’s Expertise Results-driven Asset Management Executive skilled at finding robust strategies despite constraints. Track record of improving investment discipline and expanding product offerings, while successfully managing to business objectives. Polished public speaker with experience crafting and delivering key messages to clients and prospects through multiple channels including national media. Particularly effective at motivating diverse teams of people to help drive results.
Tim Swanson Cfa’s Current Industry Marsh Mclennan Agency
Tim
Swanson Cfa’s Prior Industry
Wachovia Asset Management
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Evergreen Private Asset Management
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National City
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Key Bank
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Keybank
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Compass Financial Partners
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Marsh Mclennan Agency
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Work Experience
Marsh Mclennan Agency
Chief Investment Officer
Sat Apr 01 2023 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Compass Financial Partners
Chief Investment Officer
Sun Apr 01 2018 00:00:00 GMT+0000 (Coordinated Universal Time) — Sat Apr 01 2023 00:00:00 GMT+0000 (Coordinated Universal Time)
Keybank
Chief Investment Officer, Key Private Bank and Institutional Asset Services
Wed Jan 01 2014 00:00:00 GMT+0000 (Coordinated Universal Time) — Fri Jan 01 2016 00:00:00 GMT+0000 (Coordinated Universal Time)
Key Bank
Segment Head, Key Private Bank
Sat Jan 01 2011 00:00:00 GMT+0000 (Coordinated Universal Time) — Thu Jan 01 2015 00:00:00 GMT+0000 (Coordinated Universal Time)
Key Bank
Chief Investment Officer, Key Private Bank
Thu Jan 01 2009 00:00:00 GMT+0000 (Coordinated Universal Time) — Sat Jan 01 2011 00:00:00 GMT+0000 (Coordinated Universal Time)
National City
Executive Vice President and Chief Investment Officer
Wed Jan 01 2003 00:00:00 GMT+0000 (Coordinated Universal Time) — Thu Jan 01 2009 00:00:00 GMT+0000 (Coordinated Universal Time)
Evergreen Private Asset Management
Managing Director, Head of Equity Management
Tue Jan 01 2002 00:00:00 GMT+0000 (Coordinated Universal Time) — Tue Jan 01 2002 00:00:00 GMT+0000 (Coordinated Universal Time)
Wachovia Asset Management
SVP, Head of Equities
Fri Jan 01 1999 00:00:00 GMT+0000 (Coordinated Universal Time) — Mon Jan 01 2001 00:00:00 GMT+0000 (Coordinated Universal Time)Skills
Languages
Tim Swanson Cfa Email Addresses
FAQ About Tim Swanson Cfa
-
Tim Swanson Cfa is located at
Greensboro, North Carolina, United States -
Tim Swanson Cfa is a
Results-driven Asset Management Executive skilled at finding robust strategies despite constraints. Track record of improving investment discipline and expanding product offerings, while successfully managing to business objectives. Polished public speaker with experience crafting and delivering key messages to clients and prospects through multiple channels including national media. Particularly effective at motivating diverse teams of people to help drive results. Marsh Mclennan Agency -
Tim Swanson Cfa currently works in the
Marsh Mclennan Agency -
Tim Swanson Cfa specializes in
Results-driven Asset Management Executive skilled at finding robust strategies despite constraints. Track record of improving investment discipline and expanding product offerings, while successfully managing to business objectives. Polished public speaker with experience crafting and delivering key messages to clients and prospects through multiple channels including national media. Particularly effective at motivating diverse teams of people to help drive results. -
Tim Swanson Cfa speaks the following languages:
No languages available. -
Tim Swanson Cfa has prior experience in the following industries:
Compass Financial Partners , Keybank , Key Bank , Key Bank , National City , Evergreen Private Asset Management , Wachovia Asset Management -
Tim Swanson Cfa has the following professional experience:
Marsh Mclennan Agency , Compass Financial Partners , Keybank , Key Bank , Key Bank , National City , Evergreen Private Asset Management , Wachovia Asset Management . -
You can view Tim Swanson Cfa’s
LinkedIn profile at LinkedIn URL. -
Tim Swanson Cfa’s work email addresses are
[email protected] . -
Tim Swanson Cfa works at
Marsh Mclennan Agency
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