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Paul Swanson, CFA

Paul Swanson, CFA

SVP, National Sales Director

Followers of Paul Swanson, CFA2000 followers
location of Paul Swanson, CFAGreater Philadelphia

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  • Timeline

  • About me

    Financial Services Executive

  • Education

    • Widener University

      -
      Master of Science Taxation

    • West Chester University of Pennsylvania

      -
      Bachelor of Science Accounting

  • Experience

    • CitiStreet

      Aug 1996 - Mar 2002
      SVP, National Sales Director

    • Prudential Financial

      Mar 2002 - Jun 2004
      SVP, National Sales Director

    • Lincoln Financial Group

      Apr 2006 - Oct 2010
      Head of Intermediary Sales, Defined Contribution

    • SEI

      Feb 2012 - Jul 2014
      Managing Director - Head of U.S. Asset Management Distribution

    • TruStage

      Jul 2014 - Jul 2024
      Vice President, Head of Distribution

  • Licenses & Certifications

    • CIMA® - Certified Investment Management Analyst®

      Investment Management Consultants Association

    • CPA - Certified Public Accountant(Inactive)

      AICPA

    • CFA - Chartered Financial Analyst

      CFA Institute