Trey Swan, Pathstone | Find your best path for intro

Trey Swan

Portfolio Management Associate

🏢 Job Change

(2 months ago)

Pathstone

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Last interaction was ** days ago.

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CRM Data

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Account Owner****** *****

Account Opps/Deals

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Closed Won • Nov 24

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Closed

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Past Champion

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Colleague - Career Overlap

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Treys’ Career Overlaps

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Worked in execs roles at *** together from 2021-2024

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Worked in the same department at *** together from 2021-2024

Treys’ Past Experience

Pathstone
Portfolio Management Associate
Dec 24 - Present
Hall Capital Partners Llc
Portfolio Management Analyst
Jun 23- Dec 24
Pnc
Corporate & Institutional Banking Development Program Analyst
Feb 23- May 23

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