Executive Assistant
Current
Aug 2024 - Present
AeroLeads people directory · profile
Donna Swaim Email & Phone Number
Business Professional
at
American Heritage Financial, LLC
LinkedIn matched
✓ Verified Jul 2026
3 data sources
Profile completeness 86%
Current company
Role
Business Professional
Location
Cantonment, Florida, United States
Company size
Who is Donna Swaim? Overview
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Quick answer
Donna Swaim is listed as Business Professional at American Heritage Financial, LLC, a with 47 employees, based in Cantonment, Florida, United States. AeroLeads shows a matched LinkedIn profile for Donna Swaim.
Donna Swaim previously worked as Executive Assistant at American Heritage Financial, Llc and Operations Administrative Assistant at Cafaro. Donna Swaim holds Degree - Not Achieved, Business Administration And Management, General, 3.98 Dean'S List Entire Enrollment from Harrison College.
Company email context
Email format at American Heritage Financial, LLC
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American Heritage Financial, LLC
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Profile bio
About Donna Swaim
Dedicated and detail-oriented professional with a strong technical background and exceptional critical thinking abilities, adept at excelling in data-driven environments. Collaborative team player known for consistently surpassing performance expectations. Seeking to leverage expertise in Data Entry, Administrative Assistant, and Office Management to contribute to the success of a dynamic organization.
Current workplace
Donna Swaim's current company
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American Heritage Financial, Llc
9 roles
Donna Swaim work experience
A career timeline built from the work history available for this profile.
Operations Administrative Assistant
Hyper efficient in daily operational office needs while assisting the property manager with a 1.1 million square foot super-regional shopping center. Governor's Square Mall is located within the Greater Clarksville, TN area.
Oct 2023 - Aug 2024
Contracting Specialist
Gordon Marketing (Amerilife)
• Processed and executed a wide range of Life & Annuity carrier contracts for clients with unwavering attention to detail, ensuring accuracy in all transactions.
Sep 2020 - May 2023
Office Manager
Indiana Recovery
• Managed front office operations, overseeing meetings, discussing policies and procedures, maintaining office appearance, and handling cash transactions to ensure a professional and organized work environment.
Feb 2020 - Sep 2020
Administrative Office Manager
• Efficiently managed all office functions, overseeing client services, and ensuring a seamless office operation.
Sep 2018 - Jan 2020
Administrative Office Manager
• Successfully managed all office functions, overseeing client services and ensuring smooth day-to-day operations.
Apr 2017 - Sep 2018
Medical Claims Examiner
American Speciality Health
• Reviewed and processed medical claims with precision, meticulously assessing accuracy and completeness against established guidelines.
Jul 2016 - Apr 2017
Associate
• Consistently maintained a 99.5% accuracy rate while entering customer transactions into the point-of-sale system, ensuring error-free financial records and efficient reconciliations.
Aug 2015 - May 2016
Team Lead Supervisor
• Cultivated and maintained positive working relationships with colleagues and management, promoting a collaborative work environment that enhanced overall team productivity.
Dec 2010 - Apr 2015
Team & coworkers
Colleagues at American Heritage Financial, LLC
Other employees you can reach at theamericanheritagefinancial.com. View company contacts for 47 employees →
MF
Matt Foresman
Colleague at American Heritage Financial, LlcPensacola Metropolitan Area, United States
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SP
Shawn Parry
Colleague at American Heritage Financial, LlcGreater Texarkana Area, United States
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JD
Jason Deyell
Colleague at American Heritage Financial, LlcCovington, Louisiana, United States
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SP
Stacy Perkins
Colleague at American Heritage Financial, LlcMilton, Florida, United States
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DF
Daniel Futral
Colleague at American Heritage Financial, LlcMarietta, Georgia, United States
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LK
Larry Kazinec
Colleague at American Heritage Financial, LlcGreater Birmingham, Alabama Area, United States
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AL
Amanda Langford
Colleague at American Heritage Financial, LlcBrewton, Alabama, United States
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ST
Simone Thibault
Colleague at American Heritage Financial, LlcTallahassee, Florida, United States
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JH
Jeff Hendrix
Colleague at American Heritage Financial, LlcPensacola Metropolitan Area, United States
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MW
Mike Wimmer, Cfp®, Ms
Colleague at American Heritage Financial, LlcPensacola, Florida, United States
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Matt Foresman
Colleague at American Heritage Financial, LlcPensacola Metropolitan Area, United States
View →
SP
Shawn Parry
Colleague at American Heritage Financial, LlcGreater Texarkana Area, United States
View →
JD
Jason Deyell
Colleague at American Heritage Financial, LlcCovington, Louisiana, United States
View →
SP
Stacy Perkins
Colleague at American Heritage Financial, LlcMilton, Florida, United States
View →
DF
Daniel Futral
Colleague at American Heritage Financial, LlcMarietta, Georgia, United States
View →
LK
Larry Kazinec
Colleague at American Heritage Financial, LlcGreater Birmingham, Alabama Area, United States
View →
AL
Amanda Langford
Colleague at American Heritage Financial, LlcBrewton, Alabama, United States
View →
ST
Simone Thibault
Colleague at American Heritage Financial, LlcTallahassee, Florida, United States
View →
JH
Jeff Hendrix
Colleague at American Heritage Financial, LlcPensacola Metropolitan Area, United States
View →
MW
Mike Wimmer, Cfp®, Ms
Colleague at American Heritage Financial, LlcPensacola, Florida, United States
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1 education record
Donna Swaim education
FAQ
Frequently asked questions about Donna Swaim
Quick answers generated from the profile data available on this page.
What company does Donna Swaim work for?
Donna Swaim works for American Heritage Financial, LLC.
What is Donna Swaim's role at American Heritage Financial, LLC?
Donna Swaim is listed as Business Professional at American Heritage Financial, LLC.
Where is Donna Swaim based?
Donna Swaim is based in Cantonment, Florida, United States while working with American Heritage Financial, LLC.
What companies has Donna Swaim worked for?
Donna Swaim has worked for American Heritage Financial, Llc, Cafaro, Gordon Marketing (Amerilife), Indiana Recovery, and Century 21®.
Who are Donna Swaim's colleagues at American Heritage Financial, LLC?
Donna Swaim's colleagues at American Heritage Financial, LLC include Matt Foresman, Shawn Parry, Jason Deyell, Stacy Perkins, and Daniel Futral.
How can I contact Donna Swaim?
You can use AeroLeads to view verified contact signals for Donna Swaim at American Heritage Financial, LLC, including work email, phone, and LinkedIn data when available.
What schools did Donna Swaim attend?
Donna Swaim holds Degree - Not Achieved, Business Administration And Management, General, 3.98 Dean'S List Entire Enrollment from Harrison College.
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