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Jeffrey Sweno

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Jeffrey Sweno

Senior Vice President | Wintrust Financial Corporation

Mundelein, Illinois, United States

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Jeffrey Sweno

Summary

Jeffrey Sweno is a seasoned financial professional with over three decades of experience in wealth management. He currently serves as Senior Vice President at Wintrust Wealth Management, where he specializes in developing comprehensive financial strategies for high net worth individuals and families. His expertise encompasses asset allocation, portfolio management, and retirement planning, with a focus on tax-efficient investment solutions. Jeffrey's career includes significant roles at prominent financial institutions like Northern Trust and Merrill Lynch, where he honed his skills in financial consulting and strategic planning. A graduate of the University of Wisconsin-Whitewater and Chaminade University, he combines academic knowledge with practical experience. Beyond his professional commitments, Jeffrey is known for his team-oriented approach, collaborating with specialists in various financial domains to meet client needs. His military background as a Captain in the U.S. Army adds a unique perspective to his leadership style and client interactions.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Organisational experience

Corporate Experience

Jeffrey Sweno

Work Experience

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Senior Vice President at

Wintrust Financial Corporation

January 2019 - Present

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Vice President at

Wintrust Financial Corporation

December 2009 - Present

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Vice President at

Northern Trust Securities

January 1999 - December 2009

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Vice President at

Northern Trust

January 1999 - January 2009

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VP at

Dain Rauscher

January 1996 - January 2000

💼

Financial Consultant at

Merrill Lynch/Wfc/L. Inc.

January 1987 - January 1992

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Captain at

Hubrecht Franky Philip

January 1982 - January 1987

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Jeffrey Sweno

Education

Chaminade University of Honolulu, Mba

January 1985 - January 1987

University of Wisconsin–Whitewater, Bba

January 1976 - January 1982

Whitewater High School

January 1972 - January 1976

Frequently Asked Questions about Jeffrey Sweno

What is Jeffrey Sweno email address?

Jeffrey Sweno's primary email address is ****@ntrs.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Jeffrey Sweno work for?

Jeffrey Sweno is a Senior Vice President at Wintrust Financial Corporation, a company specializing in Functions related to depository banking.

Where Jeffrey Sweno graduated from?

Jeffrey Sweno holds a degree in Business Management from Chaminade University of Honolulu.

How can I directly contact Jeffrey Sweno?

To contact Jeffrey Sweno directly, you can use the email address ****@ntrs.com. Complete contact information is available upon registration with Muraena.

Who is Jeffrey Sweno?

Jeffrey Sweno is a seasoned financial professional with over three decades of experience in wealth management. He currently serves as Senior Vice President at Wintrust Wealth Management, where he specializes in developing comprehensive financial strategies for high net worth individuals and families. His expertise encompasses asset allocation, portfolio management, and retirement planning, with a focus on tax-efficient investment solutions. Jeffrey's career includes significant roles at prominent financial institutions like Northern Trust and Merrill Lynch, where he honed his skills in financial consulting and strategic planning. A graduate of the University of Wisconsin-Whitewater and Chaminade University, he combines academic knowledge with practical experience. Beyond his professional commitments, Jeffrey is known for his team-oriented approach, collaborating with specialists in various financial domains to meet client needs. His military background as a Captain in the U.S. Army adds a unique perspective to his leadership style and client interactions.

Jeffrey`s contact details

mail

****@ntrs.com

******@wintrust.com

******@wintrustwealth.com

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