We found the following information about Alexis Swann at Townebank, where Alexis Swann has worked as a President since 2020. Alexis's total work experience is over 12 years, during which time Alexis Swann had at least four jobs at different places to develop skills. Alexis studied at the College of Financial Planning from 2012 to 2012. Alexis has the certification in Certification of Financial Planning Currently, Alexis Swann is located in Emmett, Idaho. You can contact with Alexis by searching for phone number or email or get further info by requesting access to their additional details.
Name variants:
Alex Swann
Last updated Jun 28, 2024
Contact Information
Workplace
Colleagues
Work History
Regional Private Banking Manager
420 Montgomery St, San Francisco, CA 94129
Managed a team of private banking professionals in the Hampton Roads region ranging in expertise from lending to trust management to investment management. Accountable for the successful imp...
Sep 2006 — Jan 2010
Private Banker
420 Montgomery St, San Francisco, CA 94129
Delivered holistic advice to private banking clients by providing loans, financial planning, deposits and investment management solutions. Grew a book for business to over $260million in ass...
Jan 1998 — Aug 2006
Market President and Business Banking Manager and Senior Vice President
420 Montgomery St, San Francisco, CA 94129
Wells Fargo Securities delivers a comprehensive set of capital markets products and services to customers, including originating and distributing public debt and equity, hedging interest rat...
from Feb 1994
Education
Occupations
Executive
Chairperson
Private Banking Manager
Chief Executive
Banking Manager
Financial Manager
Skills
Banking
Loans
Commercial Banking
Financial Services
Credit
Commercial Lending
Strategic Financial Planning
Management
Portfolio Management
Credit Analysis
Small Business Lending
Team Building
Private Banking
Financial Planning
Consumer Lending
Investments
Investment Management
Wealth Management
Financial Advisory
Asset Management
Cfp
Series 7
Series 63
Retirement Planning
Budgets
Business Networking
FAQs about Alexis Swann
What's the main profession of Alexis Swann?
Alexis is a President.
What jobs is Alexis Swann a professional at?
Alexis Swann is a professional Executive and Chairperson jobs.
Where is Alexis Swann located?
Alexis Swann is currently located in Emmett, Idaho.
Does Alexis Swann have the email address?
le**@gmail.com is The expert's email address.
How many companies did Alexis Swann work at?
The professional worked at four jobs.
What education does Alexis Swann have?
Alexis studied at the College of Financial Planning from 2012 to 2012.
Are there any professional certifications, that Alexis Swann has?
The professional received the following certifications: Certification of Financial Planning.
What is professional industry that Alexis Swann is connected to?
Alexis works in Banking industry.