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Jeffrey Sweno
Jeffrey Sweno
Senior Vice President | Wintrust Financial Corporation
Mundelein, Illinois, United States
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.
Jeffrey Sweno
Work Experience
Senior Vice President at
Wintrust Financial Corporation
January 2019 - Present
Vice President at
Wintrust Financial Corporation
December 2009 - Present
Vice President at
Northern Trust Securities
January 1999 - December 2009
Vice President at
Northern Trust
January 1999 - January 2009
VP at
Dain Rauscher
January 1996 - January 2000
Financial Consultant at
Merrill Lynch/Wfc/L. Inc.
January 1987 - January 1992
Captain at
Hubrecht Franky Philip
January 1982 - January 1987
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
****@ntrs.com
******@wintrust.com
******@wintrustwealth.com
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