Advisory Mastery Program@ Raymond James
Mount Pleasant, South Carolina, United States
Gene Swindle
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FlashIntel GPTGene Swindle is an experienced Mortgage Loan Originator with 9.3 years of work experience in the financial services industry. He is skilled in Microsoft Office, customer service, sales, and business process improvement. Gene has a Bachelor of Science degree in Economics from James Madison University. He has worked at Raymond James as a Financial Advisor and Advisory Mastery Program, as well as at American Bancshares Mortgage, LLC as a Mortgage Loan Originator and Compliance Manager. Gene is based in the United States.
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About
Experienced Mortgage Loan Originator with a demonstrated history of working in the financial services industry. Skilled in Microsoft Excel, Customer Service, Microsoft Word, Sales, and Business Process Improvement. Strong finance professional with a Bachelor of Science (B.S.) focused in Economics from James Madison University.
Work Experience
Advisory Mastery Program
Financial Advisor
Financial Services
Gene Swindle's Professional Milestones
- Financial Advisor (2019-07-01~): Provided comprehensive financial guidance to clients, resolving complex financial challenges and maximizing their competitive advantage.
- Compliance Manager (2014-06-01~2016-03-01): Implemented robust compliance protocols, safeguarding the organization's reputation and ensuring adherence to strict adherence to all regulations.
Education
International Business,
Bachelors
2008-2011Skill
Microsoft Office
Microsoft Excel
Management
Finance
Microsoft Word
Research
Powerpoint
Sales
Financial Analysis
Customer Service
Loans
English
Residential Homes
Residential Mortgages
Loan Origination
Working With First Time Home Buyers
Leadership
Training
Photoshop
Outlook
Windows
Process Improvement
Economics
Business Strategy
Real Estate
Credit
Public Speaking
Team Leadership
Team Management
Teamwork
Social Media
Data Analysis
Project Management
Customer Relationship Management
Banking
Business
Business Development
Certification
Colleagues
Gregory Matzelle
Managing Partner, TEN10WMG Accredited Wealth Management Advisor Branch Owner, Financial Advisor, RJFS
Chris Frampton, CFP®
business owner at frampton financial services corp - an independent office of raymond james financial services
Everett Price
Owner
David Dimond
Owner
Lance Lowery
Owner
Other Named Gene Swindle
Frequently asked questions
We found 3 Gene Swindle's email addresses
We found 3 Gene Swindle's phone numbers
Gene Swindle works for Raymond James
Gene Swindle's role in Raymond James is Advisory Mastery Program
Gene Swindle works in the industry of Financial Services
Gene Swindle's colleagues are Gregory Matzelle,Chris Frampton, CFP®,Everett Price
Gene Swindle's latest job experience is Advisory Mastery Program at Raymond James
Gene Swindle's latest education in Virginia Tech
