Sandy Swanson

Sandy Swanson Email and Phone Number

Partner and Business Development @ Potentia Wealth
San Jose, CA, US
Sandy Swanson's Location
San Jose, California, United States, United States
About Sandy Swanson

Every morning I ask the question, “If absolutely anything was possible, what would I love to make happen in my life? For myself? For my children? For my parents? What would it look like and feel like if it was really, really good? That question has led to a life rich with experiences – sometimes great and sometimes challenging.I ask that same question of our clients and love hearing their story and learning what’s important to them, not just from an investment perspective, but from a ‘life well-lived’ perspective. Using that as a starting point allows us to create a plan and determine a customized plan for every individual and family.Life has taken me on a journey from a successful start-up company through a divorce and single parenthood to happily married and now an empty nest. Through all of this, I valued the fact that I never had to go-it alone. Having a team to cheer you on or to pull you up helps. Being a part of the Potentia team who really get that and bring their own life experience to each and every person we meet is incredibly rewarding.Investment advice offered through Strategic Wealth Advisors Group, Inc., a registered investment advisor. Potentia and Potentia Wealth are separate entities from Strategic Wealth Advisors Group, Inc. For a list of states in which we are registered to do business please visit www.potentiawealth.com.

Sandy Swanson's Current Company Details
Potentia Wealth

Potentia Wealth

View
Partner and Business Development
San Jose, CA, US
Employees:
9
Sandy Swanson Work Experience Details
  • Potentia Wealth
    Partner And Business Development
    Potentia Wealth
    San Jose, Ca, Us
  • Potentia Wealth
    Partner/Business Development
    Potentia Wealth Oct 2020 - Present
    San Jose, Ca, Us
  • Potentia Wealth
    Board Member
    Potentia Wealth Oct 2019 - Oct 2020
    San Jose, Ca, Us
  • Potentia Wealth
    Financial Advisor
    Potentia Wealth Oct 2016 - Oct 2019
    San Jose, Ca, Us
    As a financial advisor held to a Fiduciary Standard, the planning process is an important part of what I do. Whether it is retirement planning or educational planning or life planning, myself and the team at Integrated Wealth Management work closely with you to build a strategy to help you maintain your current lifestyle and pursue your financial goals into the future.
  • Potentia Wealth
    Marketing Manager
    Potentia Wealth Aug 2014 - Oct 2016
    San Jose, Ca, Us
    Responsible for developing and maintaining a strong content creation and curation strategy that provides lead, conversion and traffic generation using key social media and SEO toolsets. Grow and develop followers and build online relationships across various social media including Facebook, Twitter, YouTube, Pinterest, and Google+.
  • Wombat Security Technologies
    Account Executive
    Wombat Security Technologies Feb 2013 - May 2014
    Pittsburgh, Pa, Us
  • Websense
    Sr. Mid-Market Account Executive
    Websense Jan 2006 - Jan 2013
    Austin, Tx, Us
    Responsible for solution sales and account management within an existing customer base for a software and SaaS provider of Enterprise Security Solutions.*Account development, including contact qualification, engagement and discovery across the enterprise resulting in $3 million in sales revenue annually.*Cultivate and maintain relationships within key accounts to increase account penetration and customer satisfaction for profitable sales growth.*Coordinate sales engineers, technical support and contract management to ensure effective deployment of solution and secure long-term customer business.
  • Audible Magic
    New Business Account Executive
    Audible Magic Feb 2004 - Sep 2005
    Los Gatos, Ca, Us
    Responsible for managing the sales cycle from prospect to close for an Eastern US territory for this provider of anti-piracy and content protection network security hardware. *Identify and prioritize sales opportunities for strategic account sales. *Generate sales leads through cold calls, email campaigns, cross-selling opportunities and trade associations. *Create demand, develop and present custom proposals and close business resulting in 15% increase in new business sales for 2004. *Plan and execute an effective relationship strategy and maintain long-term customer business relationships at the senior level.
  • Various Companies
    Sales Development
    Various Companies Jan 2003 - Feb 2004
    Various Companies Contracted to develop and grow business, customers and revenues in new accounts nationally*Identified and developed sales opportunities through cold calls, warm leads and in collaboration with channel partners and resellers. *Articulated advanced product features and differentiated product benefits in a competitive environment.
  • Latitude Communications
    New Business Account Manager
    Latitude Communications Feb 2001 - Sep 2002
    Latitude Communications (Latitude acquired by Cisco) Responsible for a Western US territory including new business development, account management and marketing support for this provider of voice and web collaboration service contracts and hardware/software licenses. *Initiated, developed and maintained alliances with Fortune 1000 companies, including C-level contacts. *Planned, coordinated and executed review of selected prospects operations in collaboration with channel partners to identify key business drivers and requirements. *Managed deliverables to customers and provided training to ensure end-user adoption.*Increased new business sales by 20% within the Western US territory, exceeding quota by 30%. *Active Achievement Sales Award for 2001.
  • Randstad Na
    Business Development Manager
    Randstad Na Feb 2000 - Nov 2000
    Secured staffing partnerships with small to mid-size companies requiring instant rapport building and thorough attention to detail. *Generated over $150,000 in new business revenue, exceeding quota by 10%. *Provided consultative services to strengthen customer's employee hiring and retention.
  • Glenayre, Wireless Access Group
    National Account Manager
    Glenayre, Wireless Access Group Mar 1999 - Nov 1999
    Maintained strategic relationships with key accounts in the paging industry resulting in balanced sales growth, long-term business relationships and customer satisfaction. *Gathered and evaluated data to develop promotional strategies to drive sales in collaboration with the resell channel. *Built relationships with resell channel and end users to effectively problem-solve product and delivery issues resulting in a consistently high level of satisfaction.
  • Oracle
    Sales Representative
    Oracle Jun 1998 - Mar 1999
    Austin, Texas, Us
    Responsible for a Western US territory including business development and account management of small to mid-sized companies for this provider of database software. *Negotiated contracts for Oracle Software Services, Technical Support Services, Consulting Services, and Education Services resulting in $3.5 million in sales revenue.
  • Starsight Telecast, Inc
    Field Sales Account Manager
    Starsight Telecast, Inc Jul 1994 - Jun 1998
    Responsible for the account management of major cable industry companies including new business development and marketing support for this provider of Interactive Program Guides. *Successfully managed accounts by identifying customer requirements and resolving business-critical issues. *Created and implemented a training program for retail outlets and major cable accounts resulting in increased productivity of sales staff and increased sell-through of product. *Created and managed Marketing web site for company intranet. Led to development of company's external web site. Resulted in increased company visibility and increased customer satisfaction.

Sandy Swanson Skills

Customer Retention Hold Series 7 Business Development Security Cloud Computing Retirement Planning Business Alliances Enterprise Software Account Management Wealth Management Personal Financial Planning Investment Management

Sandy Swanson Education Details

  • California State University - East Bay
    California State University - East Bay
    Marketing

Frequently Asked Questions about Sandy Swanson

What company does Sandy Swanson work for?

Sandy Swanson works for Potentia Wealth

What is Sandy Swanson's role at the current company?

Sandy Swanson's current role is Partner and Business Development.

What schools did Sandy Swanson attend?

Sandy Swanson attended California State University - East Bay.

What skills is Sandy Swanson known for?

Sandy Swanson has skills like Customer Retention, Hold Series 7, Business Development, Security, Cloud Computing, Retirement Planning, Business Alliances, Enterprise Software, Account Management, Wealth Management, Personal Financial Planning, Investment Management.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.