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Start for FreeKevin Graham
Senior Vice President of Wealth Management Services @SWBC
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WORK HISTORY
Senior Vice President of Wealth Management Services @SWBC
San Antonio, TX, US
Recruited to lead and grow the Wealth Management division at SWBC Investments. Responsible for the strategy, design, and development of the SWBC Investments Wealth Management division, SWBC advisors and client-facing professionals, including recruiting advisors and teams, ensuring exceptional experiences, technology, and tools for clients and the advisors who serve them, and growing and retaining relationships and assets on the Wealth Management Platform.
EDUCATION
Rice University
Bachelor of Arts - BA, Sociology
Kellogg Executive Education
Product Strategy
The University of Texas at San Antonio
Master of Business Administration - Executive MBA, Business Administration and Management, General
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