Patrick Swift
- Role
- Vice President of Wealth Planning Wealth Advisor at Amplius Wealth Advisors
- Location
- Philadelphia, PA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Patrick Swift
As President of Wealth Planning at Amplius Wealth Advisors, I am responsible for…
Experience
Vice President of Wealth Planning Wealth Advisor
Feb 2021 — Present
AMPLIUS WEALTH ADVISORS is a registered investment advisor working with sophisticated executives and their families on proactively managing their wealth through a goals-based approach to financial planning and personal investing.
Skills
- Leadership
- Financial Reporting
- Microsoft Word
- Financial Statement Analysis
- Estate and Retirement Planning Services
- Microsoft Office
- Microsoft Excel
- Powerpoint
- Business Financial Strategies
- Customized Wealth Planning
- Goals Based Investment Strategies
- Financial Analysis
- Customer Service
- Social Media
- Outlook
- Life & Health Insurance Licenses
- Behavioral Finance
- Data Analysis
- Analysis
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.