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Margaret Myers
Helping advisors grow through automated, efficient technology
Margaret Swanson is a seasoned professional in the financial industry. She obtained her Bachelor of Science in Business, specializing in Accounting and International Business, from the esteemed Indiana University Kelley School of Business. Swanson's excellent academic background is coupled with a wealth of experience gained from various positions held in different organizations. She rose through the ranks of Bridge Financial Technology, serving in various capacities, including National Account Manager and Director of Partnerships and Business Development, before transitioning to the position of Vice President of Sales.
Prior to her tenure at Bridge, Swanson worked at Goldman Sachs as an Associate and Analyst in Alternative Investment Client Services. She also has several years of experience working at KPMG US, where she started as an intern and rose to the position of Federal Tax Associate for Financial Services. Her vast knowledge of financial analysis, investment strategies, partnership development, and business growth strategies is invaluable in the industry.
Margaret Swanson is an active professional who has contributed significantly to her field. She uses her experience and skills to mentor upcoming professionals in the financial services industry.