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Alan Swanson

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Alan Swanson

Vice President of Strategic Planning | Allworth Financial

Dallas, Texas, United States

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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.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Leadership Development

Innovation

Organisational experience

Corporate Experience

Alan Swanson

Work Experience

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Vice President of Strategic Planning at

Allworth Financial

July 2022 - Present

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VP - Finance Shared Services at

Yext

May 2021 - July 2022

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Senior Director - Finance Shared Services at

Yext

October 2019 - April 2021

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Interim CFO of HD Vest, and VP Finance at

Blucora

November 2016 - September 2019

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Global Head of FP&A / Director of Finance / VP of Finance at

Cantor Fitzgerald

June 2002 - June 2016

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Associate Director - Finance at

Bear Stearns Companies LLC

May 2000 - June 2002

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Vice President - Financial Planning & Analysis at

Citi

January 1992 - January 2000

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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

mail

************@allworthfinancial.com

********@yext.com

********@cantor.com

Colleagues

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Pat Mcclain

Chairman of the Board

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Pete Engelken

Chief Operating Officer

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Andrew Stout Cfa Cfp

Chief Investment Officer

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Steve Burnett

VP Financial Services at Allworth

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Scott Gawrych

Vice President of Business Development, Mergers and Partnerships

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Josh Spiegel Cpa

VP of Analytics & Insights

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Barry Greenberg

Chief Legal Officer

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Christopher Mattox

Director of External Sales - Regional Vice President

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Brad Boekestein

Executive Vice President

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Crcp Corey Gamble Iaccp Cscp

Chief Compliance Officer

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