
sandy swanson
financial advisor
About
Financial Advisor | Helping Clients Fulfill Their Biggest Potential
united states
san francisco
financial services
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

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.

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 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.

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.

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 effectively problem-solve product and delivery issues resulting in a consistently high level of satisfaction.

field sales account manager
starsight telecast
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.

marketing manager
integrated wealth management willow glen
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+.

account executive
wombat security technologies

senior mid-market account executive
websense
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.

new business account executive
audible magic
* 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.

sales representative
oracle
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.

financial advisor
integrated wealth management willow glen
sandy swanson's Contact Information
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