Sommer Swanke
Vp, Securities Investing and Financial Services Consulting
Sommer Swanke is a skilled expert, who works in Swanke Securities Investing and Consulting as a Vp, Securities Investing and Financial Services Consulting since 2015. This person gained professional experience in more than seven positions at various companies. Sommer Swanke went to the University of Minnesota - Carlson School of Management and received education there from 2004 to 2006. This professional has such professional qualifications as Series 7 Investments. Santa Ana, California is the area, where this person was lastly known to settle. The person's e-mail and phone are accessed through SoftwareOfficial on demand.
Name variants:
Sommer Swanke
Last updated Jun 18, 2024
Contact Information
Last Update
Feb 1, 2016
Email
so**@gmail.com
Location
Santa Ana, CA
Company
Swanke Securities Investing and Consulting
Workplace
Vp, Securities Investing and Financial Services Consulting
Work History
Vp, Securities Investing and Financial Services Consulting
Financial Services Consulting and Personal Investing for Total Wealth Management.
from Aug 2015
Vice President, Private Banker: Banking and Lending Sales For Financial Advisors and Clients
1585 Broadway, New York, NY 10003
Educate, Motivate and Coordinate banking and lending (commercial and consumer) solutions for financial advisors and their clients within the Southern Orange County area. 157% to goal for the...
Jun 1, 2010 — Aug 2015
Vice President, Morgan Stanley Private Bank, N.A.
Orange County, California Area
Educate, Motivate and Coordinate banking and lending (commercial and consumer) solutions for financial advisors and their clients within the Southern Orange County area. 157% to goal for th...
from Jun 2010
Vp, Consumer Finance Specialist: Holistic Solution-Driven Sales In Lending and Credit For Advisors
New York, NY
Consumer Finance Specialist with nine Merrill Lynch offices within Southern California for over 275 financial advisors and their clients finding solution-driven lending and credit products. ...
Jul 2006 — Sep 2010
Western Region Sales Director: Investment Wholesaler For Reits To Brokerage Firm Financial Advisors
30 east 7Th Street Cir, Saint Paul, MN 55128
External wholesaler of AEI funds, public and private limited partnerships in net lease commercial real estate and 1031 property exchanges, to financial planners within Lincoln Financial, Mas...
Dec 2004 — Sep 2005
Regional Vice-President of Sales
Investment wholesaler of First American Funds to representatives within US Bancorp, Piper Jaffray, and select broker/dealers in Minnesota, Colorado and Iowa. Strategized and maintained a te...
Dec 1996 — Dec 2004
Regional Vice-President of Sales: Mutual Funds Investment Wholesaler To Financial Advisors
Investment wholesaler of First American Funds to representatives within US Bancorp, Piper Jaffray, and select broker/dealers in Minnesota, Colorado and Iowa. Strategized and maintained a ter...
Dec 1996 — Dec 2004
Education
1988 — 1992
1988 — 1992
Occupations
Executive
Vice President
Accountant
Finance and Accounting Specialist
Director
Advisor
Chief Executive
Accounting Bookkeeper
Bookkeeper
Operations Manager
Skills
Financial Advisory
Series 63
Sales Process
Banking
Executive Management
Sales
Portfolio Management
Investments
Mortgage Lending
Negotiation
Finance
Integrated Marketing
Strategic Planning
Financial Services
Wealth Management
Sales Management
Client Retention Programs
Entrepreneurship
Marketing
Client Development
Credit
Financial Analysis
Marketing Communications
Marketing Strategy
Sales Presentations
Loans
Series 7