Ed Swenson in

Ed Swenson

Examiner · DISC type sc
EVP, President RIA Solutions at Osaic
📍 Tampa, Florida, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
25 Years
Current Role
EVP, President RIA Solutions
Job Level
Leadership
Location
Tampa, Florida, United States
Personality Overview

How Ed shows up

Process Oriented
Tough To Convince
Unexpressive

Being observant comes to them naturally. They tend to be clear about their needs and limitations and are unlikely to promise too much. They are heavily focused on quality and prefer doing things the right way, even if it takes time.

Priorities

Topics Ed cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

6-2023
EVP, President RIA Solutions
Osaic
8-2009 - 6-2023
Co-Founder, Chief Operating Officer
Dynasty Financial Partners
11-2005 - 12-2008
Portfolio Manager
Legg Mason
11-1999 - 11-2005
Vice President Citigroup Global Markets
Citigroup, New York
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
MBA
NYU Stern School of Business
Bachelor of Science - BS
The London School of Economics and Political Science (LSE)
Social presence
in
Behavioral profile

DISC profile (public)

s

Steadiness (S)

Steadiness (S) reflects the degree to which a person is likely to focus on cooperation, support and taking everyone along. Those scoring high tend to be consistent and calm.

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