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Lynn Swenson's
email & phone

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Current Position:

SVP, Senior Fiduciary Advisory Specialist at Wells Fargo Private Bank

Experience:

42 years

Location:

Sacramento, California

How to contact Lynn Swenson

Last updated:2024-04-18
emaill**@wellsfargo.com
phone+1-***-***-1765
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Analytics

According to LinkedIn Lynn Swenson started working on 1983, then the employee has changed 4 companies and 4 jobs. On average, Lynn Swenson works for one company for 7 years 1 month. Lynn Swenson has been working as a SVP, Senior Fiduciary Advisory Specialist for Wells Fargo Private Bank for 3317 days. If you are interested in this candidate, contact him directly by using contact details provided by SignalHire.

Work Experience

SVP, Senior Fiduciary Advisory Specialist at Wells Fargo Private Bank

Sep 2016 - Current

Chief Fiduciary Officer at Boston Private

Oct 2014 - Sep 2016

CTFA, Senior Vice President and Senior Trust Officer/Manager at Boston Private

Jan 2012 - Oct 2014

CTFA, Vice President and Trust Officer at Boston Private Bank & Trust Company (formerly Borel Private Bank)

Aug 2005 - Jan 2012

Vice President and Trust Officer at Greater Bay Trust Company

Jan 2000 - Aug 2005

Vice President and Trust Officer at Bank of the West

Jun 1983 - Jan 2000

Education

Bachelor of Science (B.S.) at St. Mary's College of California

Current Company Information Wells Fargo Private Bank

Name: Wells Fargo Private Bank

Speciality: Wealth Planning , Investment Management , Private Banking , Trust and Fiduciary Services, Family Dynamics , Philanthropic Services , Business Advisory Services

Location: San Francisco , CA, United States

Employees: 10000+

Description: As one of the nation’s leading providers of wealth management services, Wells Fargo Private Bank has extensive experience and a wide range of resources to help you achieve your f...

Frequently Asked Questions

How long has Lynn Swenson been working as a SVP, Senior Fiduciary Advisory Specialist?

Lynn Swenson's total experience in various companies as a SVP, Senior Fiduciary Advisory Specialist 9 years 1 month.

What is Lynn Swenson's minimum period of employment in the companies?

Lynn Swenson's minimum period of employment in various companies is 1 year 11 months.

What is Lynn Swenson's average duration of employment for different companies?

On average, Lynn Swenson works for one company for 6 years 8 months

What industries has Lynn Swenson worked in?

Lynn Swenson works in the Financial Services. Previously, Lynn Swenson worked in the Banking.

What positions has Lynn Swenson held before?

Previously, Lynn Swenson worked as a Chief Fiduciary Officer, and CTFA, Senior Vice President and Senior Trust Officer/Manager, and CTFA, Vice President and Trust Officer, and Vice President and Trust Officer.

How do I contact Lynn Swenson?

Lynn Swenson's email address is l**@wellsfargo.com, phone number is +1-***-***-1765. Sign up to get contact details.

Who is the President/CEO/Director of the Wells Fargo Private Bank ?

The President/CEO/Director of the Wells Fargo Private Bank is Anh Dang
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Lynn Swenson Namesakes

Name
Company
Position
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Chief, Administrative Section, Executive Secretariat for Integral Development
L
Senior Director Americas Ecosystem
L
JoEllen Doebbert Attorney at Law
Legal Administrator
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Medical Records Technician

Other employees at Wells Fargo Private Bank

Name
Company
Position
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Senior Wealth Management Banker-Vice President, NMLSR ID: 1568469
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Senior Private Banker-SVP
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Senior Vice President, Senior Philanthropic Specialist
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Senior Vice President and Senior Fiduciary Advisory Specialist
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Senior Vice President/ Wealth Advisor
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Vice President & Senior Investment Strategist
D
Vice President & Trust and Fiduciary Specialist
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Regional Manager Pacific North and Pacific South
A
Lead Wealth Management Banker -Vice President, NMLSR ID 642822
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