Carl Swanson Email and Phone Number
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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.
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Managing Director, Head Of Advisor And Client Experience - Investment Solutions GroupMerrill Lynch Jun 2017 - PresentNew York, Ny, Us -
Managing Director, Coo - Digital PlatformsMorgan Stanley Feb 2016 - Mar 2017New York, Ny, Us -
Managing Director, Head Of Strategic Partnering And Advisor TeamingMorgan Stanley Jan 2015 - Feb 2016New York, Ny, UsNational 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).
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Managing Director, Coo - Western DivisionMorgan Stanley Jan 2012 - Jan 2015New York, Ny, UsReported 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.
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Director Of Strategic Investment Initiatives, Consulting GroupMorgan Stanley Jan 2011 - Jan 2012New York, Ny, UsLed the development of Consulting Group strategic initiatives including driving Firm and advisor discretionary programs, overall platform development, and various exploratory pilot programs.
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Director, Portfolio Management Group (Rep As Pm)Morgan Stanley Sep 2000 - Feb 2011New York, Ny, UsDesigning 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.
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National Sales Manager, Portfolio Managment GroupSmith Barney Jun 1995 - Sep 2000
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Investment Management AnalystSmith Barney Jan 1992 - Jun 1995
Carl Swanson Skills
Carl Swanson Education Details
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West Chester University Of PennsylvaniaBachelor Of Business Administration (B.B.A.)
Frequently Asked Questions about Carl Swanson
What company does Carl Swanson work for?
Carl Swanson works for Merrill Lynch
What is Carl Swanson's role at the current company?
Carl Swanson's current role is Managing Director at Bank of America Merrill Lynch.
What is Carl Swanson's email address?
Carl Swanson's email address is ch****@****aol.com
What is Carl Swanson's direct phone number?
Carl Swanson's direct phone number is +140139*****
What schools did Carl Swanson attend?
Carl Swanson attended West Chester University Of Pennsylvania.
What skills is Carl Swanson known for?
Carl Swanson has skills like Alternative Investments, Equities, Asset Allocation, Asset Management, Asset Managment, Capital Markets, Business Development, Business Strategy, Etfs.
Who are Carl Swanson's colleagues?
Carl Swanson's colleagues are Gregory Rosetti, Matthew O'hara, Crpc™, Joan Hebert, Eric Burns, Cfp®, Chantay Blackwell, Sabrina Mcqueen, Alexander Callahan.
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