Christopher Swan, CFP®

Retire With Swan

Founder | Retirement CFO

Large Wealth Management Firms

Worked as a licensed financial advisor with several nationally recognized wealth management firms.

Financial Advisor

AT&T

Leadership Development Program

LeafHouse Financial

Associate

Texas A&M International University

Graduate Assistant

Killam Development

Intern

In 2010, I started my career in financial services.

Making phone calls for independent advisors in Austin, TX, I quickly found myself drawn to the work.

By 2014, I was a licensed financial advisor, learning the ropes at firms like Edward Jones, Merrill Lynch, and Charles Schwab.

Over the years, I helped people at every stage of life:

Those just starting out.
Those at the end of their journey, focused on legacy.

And everyone in between.

Through it all, I prayed.
Prayed for God to guide me toward the most purposeful work I could do.

Eventually, it became clear—
My biggest impact would be helping people prepare for, transition into, and live in retirement.

By creating secure, reliable plans, I could help people:
Feel confident.
Transition comfortably.
And focus on what matters most: faith, family, fitness, fun, and fulfillment.

That’s why I founded Retire With Swan.

We don’t just focus on numbers.
We focus on people.

To make the retirement journey easier, faster, and more transformational,
I crafted the Swan Song System and GRACE Framework.

These systems simplify the complexities of retirement planning.
They help you clarify your goals, protect your income, and build a roadmap to peace of mind.

If you’re strategically thinking about your retirement, I’d love to help.

And remember:
It’s never too late—or too early—to better plan your exit.

Founder & CEO

Christopher Swan, CFP®, MBA

Eaton

Territory Development Manager

ODP Business Solutions

My Key Duties:
As a Technology Development Manager at ODP Business in Houston, TX, I played a pivotal role in expanding our technological footprint and fostering business growth. My strategy centered on cultivating strategic partnerships and nurturing high-level relationships with key stakeholders across senior levels of government and public institutions. I was instrumental in enhancing our corporate visibility, crafting and distributing compelling marketing materials that sparked conversations with C-level executives about industry trends.
Additionally, I spearheaded the organization and execution of virtual conferences and onsite partner presentations, significantly increasing manufacturer visibility and contributing to our sustained business expansion.

My Notable Contributions:
• Contributed to the company's growth by overseeing an annual sales pipeline valued at $7M within public and private sectors.
• Ensured optimal customer benefit and achieved revenue goals by negotiating and structuring high-value deals, including managing propositions worth $300K with customers across public and private sectors.
• Reversed business decline while transforming a business experiencing a 5% decline into one achieving 1% growth within 12 months by strategically focusing on key market segments, fostering innovation, and securing new customer bases.

Business Development Manager

Office Depot

My Key Duties:

During my tenure as a Business Technology Consultant at Office Depot in Austin, TX, I specialized in maximizing client value through strategic negotiations, securing preferred pricing, and favorable terms with Channel Partners. My expertise in engineering bespoke technology solutions enabled a diverse range of businesses to achieve seamless integration with their existing systems, enhancing efficiency and operational effectiveness. I played a pivotal role in fostering brand growth, working closely with cross-functional teams and Channel Partners to significantly enhance our brand presence within targeted markets.

My contributions were instrumental in driving customer satisfaction and business success through innovative technology solutions and strategic partnerships.
My Notable Contributions:
• Contributed to enhanced retention rates and heightened overall customer
satisfaction by elevating 6% customer engagement.
• Boosted channel partner engagement by 27% while utilizing strategic virtual
meetings spearheaded by internal leadership to strengthen relationships and
collaboration efforts.
• Increased $5M in sales revenue while leveraging contacts and fostering new connections through indirect commercial sales strategies and Channel Process enhancements.

Business Technology Specialist

Manage book of business with average revenue of 4.5 million.
Increase business with new location leads.
Promote healthy margin items that increase revenue.
Build strong relationships with individual managers as well as coordinate monthly account reviews with corporate ownership.

Global Account Executive

My Key Duties:

As a Retail Sales Senior Consultant at AT&T in Austin, TX, I embraced a consultative selling approach to accurately identify customer needs, recommend the most suitable solutions, and successfully close sales. My comprehensive understanding of AT&T's products and services allowed me to serve as a trusted advisor to our customers. By consistently exceeding sales targets through exceptional customer service and in-depth product knowledge, I not only met but surpassed our sales objectives, fostering lasting relationships with customers and contributing to sustained business growth.

My Notable Contributions:
• Achieved up to 30% sales conversion rate while significantly contributing to
the attainment of quarterly sales targets.
• Generated a 10% increase in revenue for the designated period through
effective sales and customer engagement strategies.

National Retail Field Rep

Time Warner Cable

Technical Support

Hi, It's Christopher Sales, Welcome to my LinkedIn Profile!

As a commercially astute and results-oriented Development Manager, I possess a profound track record in amplifying revenue growth, strategic account management, and cultivating enduring client relationships within the technology and business solutions sectors. My extensive experience is anchored in guiding business expansion, sparking innovation, and establishing lucrative partnerships across the public and private sectors.

My Key Strengths:
Strategic Sales Leadership: Demonstrated expertise in formulating and executing advanced sales strategies that significantly drive revenue growth and market penetration in competitive landscapes.

High-Value Partnership Cultivation: Exceptional ability in forging and nurturing high-value partnerships, translating into substantial business growth and mutual success for stakeholders in both public and private sectors.

Targeted Marketing Execution: Skilled in deploying targeted marketing strategies to boost corporate visibility, engage key stakeholders, and solidify the company’s market presence.

High-Stakes Negotiation & Deal Closure: Stellar record in negotiating high value
deals and securing large-scale agreements, ensuring optimal outcomes for
the company and its clients.

Virtual & Onsite Event Coordination: Expert in orchestrating impactful virtual and
onsite events to enhance manufacturer visibility and strengthen market position.

Business Turnaround Strategies: Innate capability to reverse business decline
by concentrating on key market segments and fostering innovation, driving
sustainable growth.

Channel Sales & Distribution Management: Proficient in maximizing channel sales
potential, strategic planning and execution, and effective collaboration with
distribution partners to optimize the sales funnel.

My career is marked by a steadfast commitment to excellence, strategic foresight, and a dynamic approach to leadership. I excel in environments that challenge my strategic planning and relationship building skills, making a significant impact through consultative selling and collaborative efforts. 

If you seek a Manager of Channel Sales & Partnerships with a proven ability to
elevate business performance and drive forward-thinking sales initiatives, I am eager to contribute my expertise and lead your team towards achieving unprecedented success.

taplio

The Battle

Christopher Swan, CFP®, MBA

Christopher Sales

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