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Carl Swanson Email & Phone Number

Managing Director at Bank of America Merrill Lynch at Merrill Lynch
Location: New York City Metropolitan Area, United States 8 work roles 1 school
1 work email found @ml.com 4 phones found area 401 and 215 LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 4 phones

Work email c****@ml.com
Direct phone (401) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Merrill Lynch
Role
Managing Director at Bank of America Merrill Lynch
Location
New York City Metropolitan Area, United States

Who is Carl Swanson? Overview

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Quick answer

Carl Swanson is listed as Managing Director at Bank of America Merrill Lynch at Merrill Lynch, based in New York City Metropolitan Area, United States. AeroLeads shows a work email signal at ml.com, phone signal with area code 401, 215, and a matched LinkedIn profile for Carl Swanson.

Carl Swanson previously worked as Managing Director, Head of Advisor and Client Experience - Investment Solutions Group at Merrill Lynch and Managing Director, COO - Digital Platforms at Morgan Stanley. Carl Swanson holds Bachelor Of Business Administration (B.B.A.) from West Chester University Of Pennsylvania.

Company email context

Email format at Merrill Lynch

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{first}.{last}@ml.com
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AeroLeads found 1 current-domain work email signal for Carl Swanson. Compare company email patterns before reaching out.

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Profile bio

About Carl Swanson

Carl Swanson is a Managing Director at Bank of America Merrill Lynch at Merrill Lynch. He possess expertise in alternative investments, equities, asset allocation, asset management, asset managment and 4 more skills.

Listed skills include Alternative Investments, Equities, Asset Allocation, Asset Management, and 5 others.

Current workplace

Carl Swanson's current company

Company context helps verify the profile and gives searchers a useful next step.

Merrill Lynch
Merrill Lynch
Managing Director at Bank of America Merrill Lynch
Website
ml.com
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Company profile
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8 roles

Carl Swanson work experience

A career timeline built from the work history available for this profile.

Managing Director, Head Of Advisor And Client Experience - Investment Solutions Group

Current
Merrill Lynch

New York, Ny, Us

Jun 2017 - Present

Managing Director, Coo - Digital Platforms

Morgan Stanley

New York, Ny, Us

Feb 2016 - Mar 2017

Managing Director, Head Of Strategic Partnering And Advisor Teaming

Morgan Stanley

New York, Ny, Us

National Head of Strategic Partnering (partnering between Advisors who are not part of a team), Advisor Teaming (the support and development of official teams), Financial Advisor Recruiting (lateral Advisor recruiting), and Prospect Management (the system in place to support and expand client prospecting).

Jan 2015 - Feb 2016

Managing Director, Coo - Western Division

Morgan Stanley

New York, Ny, Us

Reported to the Divisional Director and was responsible for driving revenue and product initiatives, cost discipline, advisor recruiting and retention, complex problem resolution, divisional real estate portfolio strategy, and ongoing strategic initiatives. Division revenue of over $8 billion.

Jan 2012 - Jan 2015

Director Of Strategic Investment Initiatives, Consulting Group

Morgan Stanley

New York, Ny, Us

Led the development of Consulting Group strategic initiatives including driving Firm and advisor discretionary programs, overall platform development, and various exploratory pilot programs.

Jan 2011 - Jan 2012

Director, Portfolio Management Group (Rep As Pm)

Morgan Stanley

New York, Ny, Us

Designing and built the firm's Rep as PM Program (then called Custom Portfolio), then became its Director. Subsequently took on the additional responsibility for the firm's Rep as Advisor Program (then called Morgan Stanley Advisory). Upon merger with Smith Barney, selected to run the combined Rep as PM business. At that the time it was the fastest growing few based business with $100 billion AUM and $100 million in revenue.

Sep 2000 - Feb 2011

National Sales Manager, Portfolio Managment Group

Smith Barney
Jun 1995 - Sep 2000

Investment Management Analyst

Smith Barney
Jan 1992 - Jun 1995
Team & coworkers

Colleagues at Merrill Lynch

Other employees you can reach at ml.com. View company contacts →

CB Cathy Bouchard-Wong Cathy Bouchard-Wong Colleague at Merrill LynchEdison, New Jersey, United States View → TT Tim Tigges Tim Tigges Colleague at Merrill LynchPhoenix, Arizona, United States View → JD Jim Domke Jim Domke Colleague at Merrill LynchLittle River, South Carolina, United States View → PH Patty Hamblen Patty Hamblen Colleague at Merrill LynchSt Petersburg, Florida, United States View → DC Dan Creek, Crpc™ Dan Creek, Crpc™ Colleague at Merrill LynchBurlington, Wisconsin, United States View → JL Jude Leibman, Cima®, Crpc® Jude Leibman, Cima®, Crpc® Colleague at Merrill LynchScranton, Pennsylvania, United States View → KO Kyle Ogden, Cfp®, Crpc™ Kyle Ogden, Cfp®, Crpc™ Colleague at Merrill LynchBaltimore, Maryland, United States View → UM Uma Maheswara Rao Uma Maheswara Rao Colleague at Merrill LynchSingapore View → SP Sergio Perez Sergio Perez Colleague at Merrill LynchDowney, California, United States View → JA Jim Ambrose Jim Ambrose Colleague at Merrill LynchOmaha, Nebraska, United States View →
1 education record

Carl Swanson education

  • West Chester University Of Pennsylvania
    West Chester University Of Pennsylvania
    Bachelor Of Business Administration (B.B.A.)
FAQ

Frequently asked questions about Carl Swanson

Quick answers generated from the profile data available on this page.

What company does Carl Swanson work for?

Carl Swanson works for Merrill Lynch.

What is Carl Swanson's role at Merrill Lynch?

Carl Swanson is listed as Managing Director at Bank of America Merrill Lynch at Merrill Lynch.

What is Carl Swanson's email address?

AeroLeads has found 1 work email signal at @ml.com for Carl Swanson at Merrill Lynch.

What is Carl Swanson's phone number?

AeroLeads has found 4 phone signal(s) with area code 401, 215 for Carl Swanson at Merrill Lynch.

Where is Carl Swanson based?

Carl Swanson is based in New York City Metropolitan Area, United States while working with Merrill Lynch.

What companies has Carl Swanson worked for?

Carl Swanson has worked for Merrill Lynch, Morgan Stanley, and Smith Barney.

Who are Carl Swanson's colleagues at Merrill Lynch?

Carl Swanson's colleagues at Merrill Lynch include Cathy Bouchard-Wong, Tim Tigges, Jim Domke, Patty Hamblen, and Dan Creek, Crpc™.

How can I contact Carl Swanson?

You can use AeroLeads to view verified contact signals for Carl Swanson at Merrill Lynch, including work email, phone, and LinkedIn data when available.

What schools did Carl Swanson attend?

Carl Swanson holds Bachelor Of Business Administration (B.B.A.) from West Chester University Of Pennsylvania.

What skills is Carl Swanson known for?

Carl Swanson is listed with skills including Alternative Investments, Equities, Asset Allocation, Asset Management, Asset Managment, Capital Markets, Business Development, and Business Strategy.

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