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Alan Swanson

Vice President of Strategic Planning at Allworth Financial

  • LinkedIn

Email Email: a****@blucora.com

phone noPhone Number: (***)-***-****

As a Finance executive, I bring 20+ years of corporate finance and FP&A leadership experience. I’m currently the VP of Finance/Shared Services at Yext and have previously held CFO-level r...

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ALLWORTH FINANCIAL

ALLWORTH FINANCIAL

  • description Description
    Award-winning Allworth Financial is an education-based fiduciary investment management and comprehensive financial planning firm. For over three decades, Allworth has provided tens of thousan...

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  • Employees count Employees 201-500
  • Revenue Revenue 50 Million to 100 Million
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Allworth Financial Org Chart and Mapping

Employees

Austin McDaniel

Partner Advisor at Allworth Financial

Jay Horn

Director of Supervision

Yolanda Hutchins

Client Service Training Specialist

Steven Luong

Business Intelligence Engineer

Evan Phlipot

Client Operations Specialist

Chris Oddy

Chief Financial Officer

Meagan Grigsby

Client Relations Specialist

Barbara Healy

Partner and Senior Financial Planner, Cfp(Tm), Crpc

Frequently Asked Questions Regarding Alan Swanson

Answer: Alan Swanson works for Allworth Financial as Vice President of Strategic Planning

Answer: Alan Swanson’s role in Allworth Financial is Vice President of Strategic Planning

Answer: Alan Swanson's email address is a***@gmail.com

Answer: Alan Swanson's business email address is a****@blucora.com

Answer: Alan Swanson’s direct phone number is (***)-***-****

Answer: Alan Swanson works in the industry of: Financial Services

Answer: Alan Swanson is the current Vice President of Strategic Planning at Allworth Financial.... Read More

Answer: Alan Swanson works Allworth Financial located at 8775 Folsom BLVD Ste 100, Folsom, California, 95826, United States

Answer: Allworth Financial's Vice President of Strategic Planning is Alan Swanson

Answer: Alan Swanson contact details:

  • Phone number  :  (***)-***-****
  • Email  :  a****@blucora.com

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