Dylan Swaim
- Role
- Financial Representative at Northwestern Mutual
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Dylan Swaim
I graduated from High Point University in the class of 2014 with a B.A. in Business…
Experience
Financial Representative
Oct 2016 — Present · Charlotte, NC, US
I have a boutique financial services practice under the Northwestern Mutual Umbrella. My team of advisors and I specialize in high net worth tax sheltering capabilities, estate planning, wealth distribution and a team based financial planning approach dealing with income continuation planning and developing financial security for individuals and their families.
Education
High Point University
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
2012 — 2016
High Point University
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
2011 — 2014
Skills
- Financial Planning
- Microsoft Word
- Research
- Furniture
- Retail
- Public Relations
- Customer Service
- Microsoft Powerpoint
- Merchandising
- Social Networking
- Time Management
- Microsoft Office
- Sales
- Teamwork
- Finance
- Financial Services
- Employee Benefits
- Management
- Leadership
- Marketing
- Microsoft Excel
- Powerpoint
- Public Speaking
- Insurance
- Communication
- Event Planning
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