Verified recordFinancial Services

Eric Swanson

Vice President, Certified Financial Planner at Ep Wealth Advisors

Based in Los Angeles, United States

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Seniority

Vp

Department

Finance & Accounting

Location

Los Angeles

Industry

Financial Services

Company size

574

Contact information

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Email

1 credit

e•••••••@epwealth.com

Phone

5 credits

+1 ••• •••• ••••

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Background

About Eric Swanson

My name is Eric Swanson, and I am a dynamic, goal-driven business development professional with 20+ years of multifaceted and progressively responsible experience in account development, territory management, and financial planning in fast-paced, deadline-driven, client-centered environments. I am an energetic leader and skilled communicator with exemplary personal integrity and the ability to form strategic partnerships and provide consultative sales and service that drive sustained organizational performance and market share growth. Financial Planning. Account Management. Investment and Wealth Management. Business Development. Growth. Connect with me today to learn more about how my background can have a positive impact on you and/or your organization!

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