sandy swanson

sandy swanson

financial advisor

About

Financial Advisor | Helping Clients Fulfill Their Biggest Potential

Country

united states

City

san francisco

Industry

financial services

Skill

personal financial planning, wealth management, investment management, retirement planning, hold series 7, enterprise software, cloud computing, security, account management, business development, business alliances, customer retention

Experience

various companies

sales development

various companies

2003-1 - 2004-2 · 1 yr 2 mos

* 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

2001-2 - 2002-9 · 1 yr 8 mos

* 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

2000-2 - 2000-11 · 10 mos

* 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

1999-3 - 1999-11 · 9 mos

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.

starsight telecast

field sales account manager

starsight telecast

1994-7 - 1998-6 · 4 yrs

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.

integrated wealth management willow glen

marketing manager

integrated wealth management willow glen

2014-8 - 2016-10 · 2 yrs 3 mos

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

2013-2 - 2014-5 · 1 yr 4 mos
websense

senior mid-market account executive

websense

2006-1 - 2013-1 · 7 yrs 1 mo

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

2004-2 - 2005-9 · 1 yr 8 mos

* 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.

oracle

sales representative

oracle

1998-6 - 1999-3 · 10 mos

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.

integrated wealth management willow glen

financial advisor

integrated wealth management willow glen

2016-10 - Present · 10 yrs

sandy swanson's Contact Information

Email

******@***.com

Phone

(**) *** ****

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