Dylan Swaim

Role
Financial Representative at Northwestern Mutual
Location
Charlotte, NC, US
LinkedIn followers
500 followers
Sales & Business DevelopmentView LinkedIn profile

About Dylan Swaim

I graduated from High Point University in the class of 2014 with a B.A. in Business…

Experience

  1. Financial Representative

    Northwestern Mutual

    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
  • Facebook
  • Leadership
  • Marketing
  • Microsoft Excel
  • Powerpoint
  • Public Speaking
  • Insurance
  • Communication
  • Event Planning

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Dylan Swaim — Financial Representative at Northwestern Mutual in Charlotte, NC, US | Unifers