Jessica L. Swanson, CPA in

Jessica L. Swanson, CPA

Inspirer · DISC type id
Director, Client Accounting Services at Bluepoint Financial
📍 Miramar Beach, 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
17 Years
Current Role
Director, Client Accounting Services
Job Level
Mid-senior
Location
Miramar Beach, Florida, United States
Personality Overview

How Jessica shows up

Decisive
Fast Adopter
Achievment Oriented

They usually prefer to drive the conversation. They don’t mind taking a stand if they believe in something. They respond well to objective pitches but also attach some value to relationships.

Priorities

Topics Jessica cares about

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

Work history

3-2025
Director, Client Accounting Services
Bluepoint Financial
9-2019 - 9-2024
Partner – Client Accounting & Advisory Services
Carr, Riggs and Ingram, LLC
6-2011 - 8-2019
Founder/Manager
Compendis, LLC
1-2010 - 6-2011
Senior Tax Accountant
Postlethwaite & Netterville, APAC
6-2008 - 12-2009
Founder/Vice President
Louisiana Oilworks, LLC
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
8-2002 - 8-2004
Master
Tulane University, AB Freeman School of Business
1-1999 - 8-2001
Bachelor of Arts
Tulane University, New Orleans, LA
Social presence
in
Behavioral profile

DISC profile (public)

i

Influence (I)

Influence (I) reflects the degree to which a person prefers to work by influencing or persuading others. Those scoring high tend to be people oriented, motivated by social recognition and building relationships.

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