Michelle Swick
Tell me more about Michelle Swick?
Michelle Swick is a highly experienced professional with 21.7 years of work experience in retirement planning, wealth management, and strategic financial planning. Based in Canada, she has a strong background in investment advisory, asset allocation, and portfolio management. Michelle has worked at Edmonton Public Schools as an Educational Assistant and at Credit Union ONE as a Financial Advisor. She is dedicated to making a difference and is dedicated to making a difference in her field.
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Emails and Phone Numbers
About
Stay at home mom looking to make a difference
Work Experience
Educational Assistant
Primary and Secondary Education
Michelle Swick's Professional Milestones
- Educational Assistant (2017-02-01~): Provided comprehensive guidance to students, promoting their academic and personal development.
- Financial Advisor (2011-03-01~2015-09-01): Provided expert financial guidance, facilitating successful financial solutions for clients.
Skill
Retirement Planning
Wealth Management
Series 7
Strategic Financial Planning
Retirement
Mutual Funds
Investment Advisory
Investments
Asset Allocation
Financial Advisory
Investment Strategies
Estate Planning
Fixed Annuities
Portfolio Management
Series 63
Securities
Asset Management
Wealth
Iras
Alternative Investments
Certification
Colleagues
Cliff Richard
Chief Infrastructure And Technology Officer
Angela Fedorak
mathematics and physical education teacher business owner and operator lifelong learner
Lisa Ma
Chief Communications Officer
Kirsten Williams
teacher & dance studio owner at edmonton public schools
Todd Burnstad
Chief Financial Officer
Other Named Michelle Swick
Frequently asked questions
We found 3 Michelle Swick's email addresses
We found 1 Michelle Swick's phone numbers
Michelle Swick's social media include: Linkedin,
Michelle Swick works for Edmonton Public Schools
Michelle Swick's role in Edmonton Public Schools is Educational Assistant
Michelle Swick works in the industry of Primary and Secondary Education
Michelle Swick's colleagues are Cliff Richard,Angela Fedorak,Lisa Ma
Michelle Swick's latest job experience is Educational Assistant at Edmonton Public Schools