Stephen M Swensen has been a Investment Analyst in Foresight Wealth Management Llc since 2018. Moreover, Stephen has on-the-job experience at more than five companies using similar skills. Stephen has a total work experience of 21+ years. Stephen M Swensen studied at the Creighton University's Heider College of Business from 2017 to 2019. This professional learned English and Russian. Stephen has the following certificates: Passed Cfa Level I Exam. Today they live in Salt Lake City, Utah region. You can find this person's actual email address and phone number through our search.
Name variants:
Steven Swensen,
Stephan Swensen,
Steffan Swensen,
Stefan Swensen,
Steve Swensen,
Stevie Swensen,
Steph Swensen,
Steff Swensen,
Stef Swensen,
Steffl Swensen
Last updated Jun 20, 2024
Contact Information
Last Update
Jul 6, 2022
Email
ss**@dmba.com, st**@gmail.com, st**@gmail.com
Location
Salt Lake City, UT
Company
Workplace
Investment Analyst
Sandy, UT
Industry
Financial Services, Management Services, Management Services, Nsk
Colleagues
Work History
Investment Analyst
8915 south 700 east SUITE 202, Sandy, UT 84070
Conducts investment research, monitors the firm's portfolios and manages the trading functions for all client accounts of roughly $550MM AUM. Collaborates with Chief Investment Officer on in...
from Sep 2018
Financial Compliance Analyst Ii
150 Social Hall Ave SUITE 170, Salt Lake City, UT 84111
Responsible for gathering, analyzing, and updating 83,000+ participant's data as related to the DMBA financial plans; complete annual year-end audits of participating employers in demographi...
Aug 2013 — Sep 2018
Owner
➢ Launched and conducted business during undergraduate degree providing private instruction in piano performance to approximately 20 students.
➢ Operated and managed annual music festival ...
Aug 2003 — Aug 2013
Consultant and Analyst
800 west University Pkwy, Orem, UT 84058
Provided analytically driven data and established benchmarks to identify workable solutions for organizational development and growth. ➢ Worked with Provo City Fire Department on developing ...
Jan 2013 — Aug 2013
Draftsman
➢ Worked with engineers and architects to design structural stability of buildings, notable projects include: NSA Utah Data Center, Salt Lake City International Airport remodel, and Koloa La...
Jul 2006 — 2012
Education
2009 — 2013
2009 — 2010
Occupations
Financial Broker
Investment Analyst
Executive
Chief Investment Officer
Artist
Model
Advisor
Accountant
Finance and Accounting Specialist
Analyst
Puchasing and Estimating Manager
Financial Manager
Management Analysts
Accounting Bookkeeper
Bookkeeper
Analysts
Skills
Microsoft Excel
Research
Data Analysis
Microsoft Word
Public Speaking
Microsoft Office
Strategic Planning
Benchmarking
Performance Benchmarking
Critical Thinking
Editing
Customer Service
Nonprofits
Powerpoint
Leadership
Community Outreach
Oral and Written Communication Skills
Analysis
Teaching
Team Leadership
Team Building
Investment Analysis
Equity Analysis
Fixed Income Analysis
Regression Analysis
Investment Management
Financial Analysis
Financial Modeling
Valuation
Equity Research
Writing
Asset Allocation
Finance
Risk Management
Portfolio Management
Investment Strategies
Market Analysis
Visual Basic For Applications
Bloomberg
Sql
Strategic Thinking
Organizational Development
Equity Valuation
Modern Portfolio Theory
Equity Research Analysis
Trading
Morningstar
Tactical Asset Allocation
Financial Statements
Fixed Income
Credit Analysis
Private Equity
Investment Research
Economics
Asset Management
Financial Markets
Portfolio Managers
Equities
Investment Portfolios
FAQs about Stephen M Swensen
What is the main profession of Stephen M Swensen?
Stephen M Swensen is a Investment Analyst.
What are the profession of The professional?
These person's professions are Financial Broker and Investment Analyst
Where is Stephen M Swensen located?
The professional is located in Salt Lake City, Utah.
Does the expert have the email address?
ss**@dmba.com and st**@gmail.com is The expert's email address.
Where did Stephen M Swensen work?
The expert worked at Foresight Wealth Management Llc, Deseret Mutual.
What education does Stephen M Swensen have?
Stephen studied at the Creighton University's Heider College of Business from 2017 to 2019.
Are there any certifications, that Stephen M Swensen has?
The expert received the following certifications: Passed Cfa Level I Exam.
What languages does Stephen M Swensen speak?
Stephen M Swensen speaks English and Russian.