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Alan Swanson
Alan Swanson
Vice President of Strategic Planning | Allworth Financial
Dallas, Texas, United States
Alan Swanson
Summary
Alan Swanson is a seasoned Corporate Finance Executive with over 20 years of experience in finance, FP&A, and strategic planning. He currently serves as the Vice President of Strategic Planning at Allworth Financial, where he has successfully built finance teams and improved financial operations. Alan's career highlights include leading significant M&A transactions, managing over $1 billion in fundraising, and implementing transformative financial strategies that enhance efficiency and revenue growth. His leadership style is characterized by effective team engagement and high retention rates, even in competitive job markets. Alan holds advanced degrees in Business Administration and International Affairs from Florida State University, demonstrating a strong academic foundation in his field. He is known for his strategic advisory role to C-level executives and a proven track record in driving organizational change through financial innovation.
Alan Swanson
Work Experience
Vice President of Strategic Planning at
Allworth Financial
July 2022 - Present
VP - Finance Shared Services at
Yext
May 2021 - July 2022
Senior Director - Finance Shared Services at
Yext
October 2019 - April 2021
Interim CFO of HD Vest, and VP Finance at
Blucora
November 2016 - September 2019
Global Head of FP&A / Director of Finance / VP of Finance at
Cantor Fitzgerald
June 2002 - June 2016
Associate Director - Finance at
Bear Stearns Companies LLC
May 2000 - June 2002
Vice President - Financial Planning & Analysis at
Citi
January 1992 - January 2000
Alan Swanson
Education
Frequently Asked Questions about Alan Swanson
What is Alan Swanson email address?
Alan Swanson's primary email address is ************@allworthfinancial.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Alan Swanson work for?
Alan Swanson is a Vice President of Strategic Planning at Allworth Financial, a company specializing in Functions related to depository banking.
Where Alan Swanson graduated from?
Alan Swanson holds a degree in Business Administration And Management from Florida State University.
How can I directly contact Alan Swanson?
To contact Alan Swanson directly, you can use the email address ************@allworthfinancial.com. Complete contact information is available upon registration with Muraena.
Who is Alan Swanson?
Alan Swanson is a seasoned Corporate Finance Executive with over 20 years of experience in finance, FP&A, and strategic planning. He currently serves as the Vice President of Strategic Planning at Allworth Financial, where he has successfully built finance teams and improved financial operations. Alan's career highlights include leading significant M&A transactions, managing over $1 billion in fundraising, and implementing transformative financial strategies that enhance efficiency and revenue growth. His leadership style is characterized by effective team engagement and high retention rates, even in competitive job markets. Alan holds advanced degrees in Business Administration and International Affairs from Florida State University, demonstrating a strong academic foundation in his field. He is known for his strategic advisory role to C-level executives and a proven track record in driving organizational change through financial innovation.
Alan`s contact details
************@allworthfinancial.com
********@yext.com
********@cantor.com
Colleagues
Chairman of the Board
Chief Operating Officer
Chief Investment Officer
VP Financial Services at Allworth
Vice President of Business Development, Mergers and Partnerships
VP of Analytics & Insights
Chief Legal Officer
Director of External Sales - Regional Vice President
Executive Vice President
Chief Compliance Officer