Heather Swanson
About Heather Swanson
Heather Swanson is a Financial Planning Associate at Transamerica in Westlake Village, CA, with 19 years of experience in accounts payable, banking, and teaching. She holds a Bachelor of Arts in Liberal Arts from California Lutheran University and has completed a Multiple Subject Teaching Credential Program at California State University-Northridge.
Work at Transamerica
Heather Swanson has been employed at Transamerica as a Financial Planning Associate since 2015. In this role, she provides financial consultations to clients, offering her expertise in financial planning. Her work is based in Westlake Village, CA, where she engages with clients both in-home and at the office. Heather's responsibilities include planning and coordinating events, showcasing her organizational skills and commitment to client service.
Education and Expertise
Heather Swanson earned her Bachelor of Arts (B.A.) in Liberal Arts with an emphasis in English and Sociology from California Lutheran University, where she studied from 1990 to 1994. She furthered her education at California State University-Northridge, completing the Multiple Subject Teaching Credential Program from 2004 to 2008. This educational background supports her diverse skill set in financial planning, teaching, and client relations.
Background
Heather Swanson has accumulated 19 years of career experience across various fields, including accounts payable, banking, and teaching. Her multifaceted background contributes to her versatility in the financial planning sector. Heather's professional journey reflects her adaptability and commitment to continuous learning in different environments.
Achievements
Throughout her career, Heather Swanson has developed a reputation for being a motivated and people-friendly worker. She consistently meets her goals, demonstrating her dedication to client satisfaction and professional growth. Her exceptional attention to detail and ability to learn new systems independently further enhance her effectiveness in her role at Transamerica.