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Jaron Swartz

from Boston, MA
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Connected to:
Abby M Swartz, 73Ada I Swartz, 86Alyssa Swartz, 35Andy D Swartz, 38Ann Swartz, 57Arline V Swartz, 90Aspen T Swartz, 50Audrea Swartz, 40Audrey Swartz, 62Ayako Swartz, 48

Jaron Swartz Phones & Addresses

  • Boston, MA
  • 500 S Front St, Philadelphia, PA 19147 (856) 296-9626
  • Brookline, MA
  • 11 Autumnwood Ln, Mount Laurel, NJ 08054 (856) 608-9626
  • 225 Northern Ave UNIT 502, Boston, MA 02210

Work

Company: Us trust Jun 2012 Address: Greater New York City Area Position: Assistant vice president, business support lead iii

Education

Degree: Bachelor of the Arts School / High School: Rollins College 2006 to 2010 Specialities: Philosophy & Economics

Skills

Investments • Wealth Management • Portfolio Management • Fixed Income • Mutual Funds • Securities • Trusts • Private Banking • Asset Allocation • New Business Development • Finance • Financial Services • Credit • Capital Markets • Estate Planning • Sales Operations • Wealth • Wealth Management Services • Equities • Hedge Funds • Management • Retirement Planning • Trading • Asset Management • Bloomberg • Insurance • Alternative Investments • Business Development • Financial Advisory • Analysis • Investment Banking • Strategic Financial Planning • Venture Capital • Banking • Loans • Sales Support • Wealth Transfer Planning

Industries

Banking

Resumes

Resumes

Jaron Swartz Photo 1

Assistant Vice President, Client Relationship Manager

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Location:
225 Northern Ave, Boston, MA 02210
Industry:
Banking
Work:
US Trust - Greater New York City Area since Jun 2012
Assistant Vice President, Business Support Lead III
Wells Fargo Private Bank - Greater New York City Area Feb 2011 - Jun 2012
Wealth Advisor Client Associate
Sterne, Agee & Leach, Inc May 2010 - Dec 2010
Institutional Fixed Income Sales, Assistant
Bellmarc Realty Apr 2008 - Apr 2009
Property Management & Sales Intern
Education:
Rollins College 2006 - 2010
Bachelor of the Arts, Philosophy & Economics Fordham University/ACG New York 2013 - 2013
NYU - SCPS 2011 - 2013
CFP® Certification Program
Skills:
Investments
Wealth Management
Portfolio Management
Fixed Income
Mutual Funds
Securities
Trusts
Private Banking
Asset Allocation
New Business Development
Finance
Financial Services
Credit
Capital Markets
Estate Planning
Sales Operations
Wealth
Wealth Management Services
Equities
Hedge Funds
Management
Retirement Planning
Trading
Asset Management
Bloomberg
Insurance
Alternative Investments
Business Development
Financial Advisory
Analysis
Investment Banking
Strategic Financial Planning
Venture Capital
Banking
Loans
Sales Support
Wealth Transfer Planning
Control profile
Jaron Swartz from Boston, MA Get Report