Wendel Swearing, MBA, is an experienced financial professional currently serving as the Consolidation Team Manager at Retirement Clearinghouse since January 2017. Wendel has also held the position of Senior Retirement Specialist at the same company. Prior to that, Wendel worked at RCH Securities as a Retirement Specialist from January 2017 to February 2022 and held the role of Client Relationship Manager at TIAA from November 2015 to June 2016, where guidance on ERISA and IRS regulations was provided. Additionally, Wendel served as a Financial Consultant at TIAA from March 2013 to November 2014, focusing on analyzing client financial data to develop strategies for asset retention and growth. Wendel earned an MBA in Finance from Adelphi University and a Bachelor of Science in Marketing from Sunny Oldwestbury.
Sign up to view 3 direct reports
Get started