Sandy Swanson Email and Phone Number
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.
Potentia Wealth
View- Website:
- potentiawealth.com
- Employees:
- 9
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Partner And Business DevelopmentPotentia WealthSan Jose, Ca, Us -
Partner/Business DevelopmentPotentia Wealth Oct 2020 - PresentSan Jose, Ca, Us -
Board MemberPotentia Wealth Oct 2019 - Oct 2020San Jose, Ca, Us -
Financial AdvisorPotentia Wealth Oct 2016 - Oct 2019San Jose, Ca, UsAs 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. -
Marketing ManagerPotentia Wealth Aug 2014 - Oct 2016San Jose, Ca, UsResponsible 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+. -
Account ExecutiveWombat Security Technologies Feb 2013 - May 2014Pittsburgh, Pa, Us -
Sr. Mid-Market Account ExecutiveWebsense Jan 2006 - Jan 2013Austin, Tx, UsResponsible 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. -
New Business Account ExecutiveAudible Magic Feb 2004 - Sep 2005Los Gatos, Ca, UsResponsible 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. -
Sales DevelopmentVarious Companies Jan 2003 - Feb 2004Various 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.
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New Business Account ManagerLatitude Communications Feb 2001 - Sep 2002Latitude 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.
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Business Development ManagerRandstad Na Feb 2000 - Nov 2000Secured 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.
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National Account ManagerGlenayre, Wireless Access Group Mar 1999 - Nov 1999Maintained 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.
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Sales RepresentativeOracle Jun 1998 - Mar 1999Austin, Texas, UsResponsible 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. -
Field Sales Account ManagerStarsight Telecast, Inc Jul 1994 - Jun 1998Responsible 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
Sandy Swanson Education Details
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California State University - East BayMarketing
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.
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