Steve Swanson

Steve Swanson, CPA has extensive work experience in various financial roles.

Steve began their career as an Accountant at Walkowicz, Boczkiewicz, & Co from June 1995 to December 1997.

From January 1998 to September 2001, Steve worked as an Audit Senior at BDO Seidman.

Steve then joined Assurant Health in October 2001, holding positions such as Senior Financial Analyst from October 2001 to August 2005, Supervisor from September 2005 to October 2007, and eventually Manager of Financial Reporting from November 2007 to February 2015.

In March 2015, Steve transitioned to CH Coakley, where they served as Controller/CFO until November 2016. Steve was then promoted to CFO from November 2016 to June 2021 and later became CFO & VP from March 2017 to June 2021. Currently, they hold the position of EVP & CFO at CH Coakley, starting in June 2021.

Additionally, Steve served as a Board Member at the WI Chapter of the IASA from March 2006 to February 2015.

Steve Swanson, CPA completed their Bachelor of Business Administration (BBA) degree in Accounting from the University of Wisconsin-Milwaukee - School of Business Administration. Steve pursued this degree from 1989 to 1994.