Trevor Swanson
About Trevor Swanson
Trevor Swanson is an experienced insurance representative currently employed at Mutual of Omaha since 2019. He has held various roles in sales and finance, including positions at Pischke Motors, Verve Credit Union, Edward Jones, and Dahl Automotive.
Current Role at Mutual of Omaha
Trevor Swanson has been employed at Mutual of Omaha as an Insurance Representative since 2019. In this role, he provides clients with insurance solutions and financial guidance. His responsibilities include assessing client needs, recommending appropriate insurance products, and ensuring customer satisfaction. His tenure at Mutual of Omaha has allowed him to develop expertise in the insurance sector.
Previous Experience at Pischke Motors of La Crosse Inc.
Before joining Mutual of Omaha, Trevor Swanson worked as a Salesman at Pischke Motors of La Crosse Inc. from 2014 to 2016. During his two years in this position, he specialized in selling Nissan vehicles. This role provided him with valuable experience in customer service and sales techniques within the automotive industry.
Experience as Wealth Management Advisor at Verve Credit Union
Trevor Swanson served as a Wealth Management Advisor at Verve, a Credit Union, from 2018 to 2019 for a duration of 10 months. In this capacity, he focused on providing financial advice and investment strategies to clients, helping them manage their wealth effectively. This role contributed to his understanding of financial products and client relationship management.
Role as Finance Advisor at Edward Jones
Trevor Swanson worked as a Finance Advisor at Edward Jones for a period of six months in 2017 to 2018. In this role, he provided financial planning and investment advice to clients, which enhanced his knowledge of financial markets and investment strategies. This experience laid the groundwork for his subsequent roles in finance and insurance.
Finance Manager Experience at Dahl Automotive
From 2016 to 2017, Trevor Swanson held the position of Finance Manager at Dahl Automotive in Onalaska, Wisconsin. In this role, he managed financial transactions and provided financing options to customers purchasing vehicles. His experience in automotive finance helped him develop skills in financial analysis and customer service.