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Sandy Swanson Email & Phone Number

Partner and Business Development at Potentia Wealth
Location: San Jose, California, United States 14 work roles 1 school
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Current company
Role
Partner and Business Development
Location
San Jose, California, United States
Company size

Who is Sandy Swanson? Overview

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Quick answer

Sandy Swanson is listed as Partner and Business Development at Potentia Wealth, a company with 9 employees, based in San Jose, California, United States. AeroLeads shows a matched LinkedIn profile for Sandy Swanson.

Sandy Swanson previously worked as Partner/Business Development at Potentia Wealth and Board Member at Potentia Wealth. Sandy Swanson holds Bs, Business, Marketing from California State University - East Bay.

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Email format at Potentia Wealth

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Potentia Wealth

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Profile bio

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.

Listed skills include Customer Retention, Hold Series 7, Business Development, Security, and 8 others.

Current workplace

Sandy Swanson's current company

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Potentia Wealth
Potentia Wealth
Partner and Business Development
San Jose, CA, US
Employees
9
AeroLeads page
14 roles

Sandy Swanson work experience

A career timeline built from the work history available for this profile.

Partner/Business Development

Current

San Jose, CA, US

Oct 2020 - Present

Financial Advisor

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.

Oct 2016 - Oct 2019

Marketing Manager

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+.

Aug 2014 - Oct 2016

Sr. Mid-Market Account Executive

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.

Jan 2006 - Jan 2013

New Business Account Executive

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.

Feb 2004 - Sep 2005

Sales Development

Various Companies

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.

Jan 2003 - Feb 2004

New Business Account Manager

Latitude Communications

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.

Feb 2001 - Sep 2002

Business Development Manager

Randstad Na

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.

Feb 2000 - Nov 2000

National Account Manager

Glenayre, Wireless Access Group

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.

Mar 1999 - Nov 1999

Sales Representative

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.

Jun 1998 - Mar 1999

Field Sales Account Manager

Starsight Telecast, Inc

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.

Jul 1994 - Jun 1998
1 education record

Sandy Swanson education

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

Frequently asked questions about Sandy Swanson

Quick answers generated from the profile data available on this page.

What company does Sandy Swanson work for?

Sandy Swanson works for Potentia Wealth.

What is Sandy Swanson's role at Potentia Wealth?

Sandy Swanson is listed as Partner and Business Development at Potentia Wealth.

Where is Sandy Swanson based?

Sandy Swanson is based in San Jose, California, United States while working with Potentia Wealth.

What companies has Sandy Swanson worked for?

Sandy Swanson has worked for Potentia Wealth, Wombat Security Technologies, Websense, Audible Magic, and Various Companies.

How can I contact Sandy Swanson?

You can use AeroLeads to view verified contact signals for Sandy Swanson at Potentia Wealth, including work email, phone, and LinkedIn data when available.

What schools did Sandy Swanson attend?

Sandy Swanson holds Bs, Business, Marketing from California State University - East Bay.

What skills is Sandy Swanson known for?

Sandy Swanson is listed with skills including Customer Retention, Hold Series 7, Business Development, Security, Cloud Computing, Retirement Planning, Business Alliances, and Enterprise Software.

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