Brandon Swift, AIF®, BFA™

Strategic Accounts Manager at AssetMark
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Contact Information
us****@****om
(386) 825-5501
Location
Scottsdale, Arizona, United States, US

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Credentials

  • Accredited Investment Fiduciary® (AIF®)
    Fi360, A Broadridge company
    Sep, 2021
    - Sep, 2024
  • Behavioral Financial Advisor (BFA)
    think2perform
    Apr, 2021
    - Sep, 2024
  • Series 63 - Uniform Securities Agent State Law Examination
    FINRA
    Apr, 2019
    - Sep, 2024
  • SIE - Securities Industry Essentials Examination
    FINRA
    Jan, 2019
    - Sep, 2024
  • Series 6 - Investment Company Products/Variable Contracts Representative Examination
    FINRA
    Jan, 2019
    - Sep, 2024
  • Series 65 - Uniform Investment Adviser Law Examination
    FINRA
    Sep, 2018
    - Sep, 2024

Experience

  • AssetMark
    • United States
    • Financial Services
    • 500 - 600 Employee
    • Strategic Accounts Manager
      • Jun 2022 - Present

    • Strategic Accounts Relationship Manager
      • Mar 2020 - Jun 2022

    • National Consultant
      • Jul 2019 - Mar 2020

    • Sales Consultant
      • Oct 2018 - Jul 2019

    • Sales Coordinator
      • Aug 2016 - Oct 2018

    • Sales Internship
      • Jun 2015 - Aug 2015
  • Philips
    • Netherlands
    • Hospitals and Health Care
    • 700 & Above Employee
    • Finance Internship
      • Jun 2013 - Aug 2013

Community

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