Natalie Swann

Financial Services

Since 2016, Natalie Swann has been working in Equity Advisor Solutions, Llc based 3, 3. Natalie Swann is a proficient Operations Associate - Transfers with over two years of work experience. According to Natalie's CV and work profile, Natalie Swann has worked at more than three places with diverse backgrounds and gained different skills. Natalie attended school at the Kent State University. Natalie Swann can be found in Cleveland, Ohio – where this expert is currently located. You can search for the professional's email address and phone. We can also provide you exhaustive contact information upon request.
Name variants:
Nathalie Swann, Natalia Swann, Natasha Swann, Natalee Swann, Nattie Swann, Natty Swann

Contact Information

Last Update
Jun 23, 2022
Location
Cleveland, OH

Workplace

Equity Advisor Solutions, LLC.
Operations Associate - Transfers

Denver, CO

Industry

Financial Services, Management Consulting Services, Nonclassifiable Establishments

Work History

Operations Associate - Transfers

303 east 17Th Avenue Dr SUITE 805, Denver, CO 80601
May 2016 — Mar 2018

Qualified Plan Associate

1 Equity Way, Westlake, OH 44104
from Mar 2018
6050 Oak Tree Blvd south SUITE 500, Cleveland, OH 44131

Occupations

Operations Associate
Accountant
Finance and Accounting Specialist
Supporting Member
Operations Manager
Accounting Bookkeeper
Bookkeeper
Team Member

Skills

Customer Service
Microsoft Office
Trust Operations
Teamwork
Investment Operations
401 Plan Administration
Investment Advisory
Alternative Investments
Financial Operations
Investment Advisory Services

FAQs about Natalie Swann

What is the profession of Natalie Swann?

This professional's job is Financial Services

What jobs is Natalie Swann a professional at?

Natalie Swann is a professional such jobs as Operations Associate.

Where does Natalie Swann live?

The professional lives in Cleveland, Ohio.

How many companies did Natalie Swann work at?

Natalie Swann worked at three jobs.

Where has Natalie Swann studied?

Natalie studied at the Kent State University.

What are professional skills of Natalie Swann?

Natalie has skills in the following areas: Customer Service, Microsoft Office, Trust Operations, Teamwork, Investment Operations, 401 Plan Administration, and Investment Advisory.
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