Margo Sweany
Partner, Director of Practice Management at Curi RMB Capital | Denver, Colorado, United States
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Partner, Director of Practice Management at Curi RMB Capital in October 2024 to Present
Partner, Senior Wealth Advisor at Curi RMB Capital in January 2022 to November 2024
SVP, Wealth Advisor at Curi RMB Capital in December 2020 to February 2022
VP, Wealth Advisor at Curi RMB Capital in December 2017 to December 2020
Wealth Advisor at Curi RMB Capital in December 2013 to December 2017
Senior Associate at Curi RMB Capital in December 2011 to December 2013
Associate at Curi RMB Capital in December 2009 to December 2011
Intern at Merrill Lynch Global Wealth Management in May 2008 to October 2008
Intern at University of Colorado Alumni Foundation in October 2006 to July 2008
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Northwestern University, Certificate of Financial Planning,, January 2011 to January 2012
Universidad Pablo de Olavide, Business,, January 2008
University of Colorado at Boulder - Leeds School of Business, BS,, January 2005 to January 2008
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Wealth Management
Financial Analysis
Financial Services
Portfolio Management
Investments
Corporate Finance
Retirement Planning
Asset Allocation
Spanish
Security Analysis
Insurance Planning
Finance
Financial Planning
Financial Modeling
Leadership
Management
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Discover more about Curi RMB CapitalWhat is Margo Sweany email address?
Email Margo Sweany at [email protected] and [email protected]. This email is the most updated Margo Sweany's email found in 2026.
How to contact Margo Sweany?
To contact Margo Sweany send an email to [email protected] or [email protected].
What company does Margo Sweany work for?
Margo Sweany works for Curi RMB Capital
What is Margo Sweany's role at Curi RMB Capital?
Margo Sweany is Partner, Director of Practice Management
What is Margo Sweany's Phone Number?
Margo Sweany's phone (303) ***-*356
What industry does Margo Sweany work in?
Margo Sweany works in the Financial Services industry.
Margo Sweany Email Addresses
Margo Sweany Phone Numbers
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