Pat Swanson
Strategic Partner, Compliance Officer at Trinity Investors | Houston, Texas, United States
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Strategic Partner, Compliance Officer at Trinity Investors in August 2019 to Present
Partner, Director of Research, Senior Portfolio Manager at Oxbow Advisors, LLC in January 2015 to July 2019
Principal and Managing Director at King Investment Advisors in January 1993 to December 2014
Securities Analyst/ Porfolio Manager at US WEST Financial Services in December 1989 to December 1992
High Yield and Private Placement Analyst at ABQ Capital Markets (a James E. Sowell company) in July 1988 to December 1989
Financial Analyst/ Corporate Lending Officer at RepublicBank Dallas in August 1984 to June 1988
Acquisition Contracting Officer/Contract Negotiator at United States Air Force in July 1979 to June 1984
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United States Air Force Academy, Bachelor of Science (BS), January 1975 to January 1979
Pepperdine University, The George L. Graziadio School of Business and Management, Master of Business Administration (MBA), January 1980 to January 1982
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Portfolio Manager
Equity portfolio management
Fixed Income Portfolio Management
Chartered Financial Analyst
Financial Analyst
Client Counseling
Securities Analyst
business development
Registered Investment Adviser
principal
Chief Compliance Officer
CFA
Presenting to Clients
Client Presentation
Investment Advisory
Investment Advisory Services
High Yield Bonds
Convertible Bonds
Bonds
Fixed Income Analysis
Fixed Income
Investments
Alternative Investments
Institutional Investments
Covered Calls
Contract Negotiation
Visionary
Creativity
Pragmatic
Leadership
Team Leadership
Cross-functional Team Leadership
Compliance
Financial Modeling
Financial Analysis
Equities
Structured Products
Structured Finance
Asset Allocation
junk bonds
Personal Financial Planning
Holistic Financial Planning
Personal Finance
Stocks
Stock Picking
investment planning
portfolio management
Wealth Advisor
operations
Private Placements
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Discover more about Trinity InvestorsWhat is Pat Swanson email address?
Email Pat Swanson at [email protected], [email protected] and [email protected]. This email is the most updated Pat Swanson's email found in 2026.
How to contact Pat Swanson?
To contact Pat Swanson send an email to [email protected], [email protected] or [email protected].
What company does Pat Swanson work for?
Pat Swanson works for Trinity Investors
What is Pat Swanson's role at Trinity Investors?
Pat Swanson is Strategic Partner, Compliance Officer
What is Pat Swanson's Phone Number?
Pat Swanson's phone (214) ***-*294
What industry does Pat Swanson work in?
Pat Swanson works in the Investment Management industry.
Pat Swanson Email Addresses
Pat Swanson Phone Numbers
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