Lindsey Swanson is a skilled professional, working in Relevé Financial Group on the position of Investment Associate from 2018. This expert has earned professional experience in more than nine positions at various companies. Lindsey Swanson went to the The University of Alabama and was studying there from 2017 to 2019. Lindsey has such qualifications as Finra Series 65, Finra Series 65, and Accredited Asset Management Specialist. Reno, Nevada is the city, where this person was known to settle. The professional's phone number and email can be easily accessed through SoftwareOfficial by request.
Name variants:
Lindsay Swanson
Last updated Jun 04, 2024
Contact Information
Last Update
Jul 3, 2022
Email
li**@relevefinancialgroup.com, li**@pittand.com, li**@relevefinancialgroup.com
Location
Reno, NV
Company
Relevé Financial Group
Workplace
Investment Associate
Work History
Investment Associate
5599 San Felipe St STE 900, Houston, TX 77056
May 2018 — Oct 2018
Client Coordinator
4011 east Sunrise Dr, Tucson, AZ 85718
Nov 2017 — Apr 2018
Associate
5533 south 27Th St SUITE 201, Lincoln, NE 68512
Pittenger & Anderson, Inc. is a Lincoln, Nebraska-based Registered Investment Advisor providing investment advice and financial planning services for over $1 billion in assets under manageme...
May 2016 — Sep 2017
Education
2017 — 2019
2016 — 2017
Occupations
Supporting Member
Accountant
Finance and Accounting Specialist
Team Member
Accounting Bookkeeper
Bookkeeper
Skills
Microsoft Office
Microsoft Excel
Manufacturing
Continuous Improvement
Microsoft Word
Process Improvement
Product Development
Communication
Microsoft Outlook
Customer Service
Public Speaking
FAQs about Lindsey Swanson
What is the main profession of Lindsey Swanson?
This professional's job is Investment Associate
What jobs is Lindsey proficient at at?
Lindsey Swanson is proficient at Supporting Member jobs.
Where does Lindsey Swanson currently live?
The professional lives in Reno, Nevada.
What is Lindsey's email?
The expert's email is li**@relevefinancialgroup.com and li**@pittand.com.
Where did Lindsey Swanson work?
Lindsey Swanson worked at Relevé Financial Group, The Financial Advisory Group, Inc..
What education does Lindsey Swanson have?
Lindsey studied at the University of Alabama from 2017 to 2019.
What are the certifications of Lindsey Swanson?
This professional received the following certifications: Finra Series 65, Finra Series 65, Accredited Asset Management Specialist, Notary Public, and Certified Financial Planner (Cfp).
Are there any special industries Lindsey Swanson is connected to?
This person works in Financial Services industry.