Peter Swan of Charlotte, NC: A Finance Professional As a talented professional in the financial banking industry, Peter Swan has exemplified the abilities to make both him and his clients more financially successful. Peter Swan can create ideas that harbor better risk/tradeoff ratios for all his clients, asking him a valuable asset to anyone’s financial success. Now focused on private equity transactions, Peter Swan brings decades of professional experience to the table that gives his clients ultimate confidence in his abilities. Peter Swan Charlotte worked in the Sales and Trading Group at Bank of America. He went through a ten-month training program with the widely–recognized financial institution that gave him comprehensive knowledge of the duties in that department. He sold money market products such as Treasury Bills, Commercial Paper, CDs, Rep and Eurodollar investments to institutional clients and learned much about the day-to-day customer relation issues that bankers often handle. Peter Swan has also worked as a Financial Analyst on Wall Street, working in the credit department of Credit Suisse. He reviewed financial statements and trading information in order to provide vital information to senior management. . After leaving New York, Peter Swan then moved back south, but for a promotion in an area he was already familiar with. As Vice President of their Capital Markets Division for SunTrust Bank, Peter Swan played a crucial role in the success of the financial institution. In the early development phases of the platform, he became an interest rate marketer for the bank. From 1990 to 1993, he worked out of a SunTrust Bank location in Richmond, VA. Peter then moved back to Charlotte for a position he has had for nearly two decades at Wells Fargo. Peter Swan held the position of Managing Director of Global Rates and Interest Rate Derivatives Marketing. He was a consistent performer with the banks, maintaining a position among the top marketers each fiscal year. He was a marketer responsible for large annual budgets in various industry sectors. In 1998, he was the Sales Executive Award winner in their Capital Markets Division. This is a recognition given to the top salesman in the entire institution for that division. With the talent and experience needed to be an individual success in finance, Peter Swan of Charlotte, NC is always leading on the next step to boosting his career. His professionalism and levels of devotion to his work are unmatched, making him an asset to any organization he is a part of. To get more information about Peter Swan of Charlotte visit at
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