Swan Global Investments

In my role as National Director of Advisor Advocacy, my mission is to enhance you brand, expand your business, and mitigate portfolio risk.  Being an advocate is not just proving innovative product solutions, but providing your team with the best-in-class business consultants to assist organic growth.

National Director - Advisor Advocacy for Swan Global Investments 

Alongside my role as National Director of Advisor Advocacy where I Host the popular Investment Masterminds Series, I am also the Regional Director managing relationships with our Financial Advisor partners.

Northeast Regional Director

Investment Masterminds

I created the Investment Masterminds Web Series to bring premier speakers & consultants from across the industry to YOU the Financial Advisor.  
You can visit the content page here: https://www.swanglobalinvestments.com/advisor/investment-masterminds-webinars/

Host of Investment Masterminds Web Series (Sponsored by Swan Global Investments)

Females and Finance Community

In my role as Executive Advisor to the Females & Finance Male Ally Program, I am honored to further the mission of achieving gender parity within Senior Roles in the Financial Services Industry.

Executive Advisor to the Male Ally Network of Females & Finance

Representing the Northwest Region for Swan Global Investments.  Covering all channels in the Pacific Northwest including Northern CA, OR, WA, Northern NV, ID, WY, MT, UT and Alaska

Northwest Regional Director

External Wholesaler located in San Francisco for SMA, ETF and mutual fund sales covering all channels in the Northwest Region including Northern CA, Oregon, and Washington State

Regional Director (Northwest Region)

RS Investments

As a Senior Regional Sales Representative, my responsibilities covered both internal and external sales on a National level. This includes travel to regional sales meetings, and 1-on-1 meetings and sales presentations with clients and prospects.  I was also responsible for conducting group presentations for both our sales team as well as clients and prospects.

Senior Regional Sales Representative

Transamerica

Covering the Wirehouse Division for Transamerica Annuities, I was able to take the New England territory from dead last (24th Rank) to 12th in only 15 months.  This territory was virtually uncovered and had an actual "zero" in sales for the enitire quarter previous to my hiring.  Within 6 months I was at a run rate of over $2million per month, well above the mean for the division.

RVP / Northeast Wholesaler

AFBA

As the Wholesaler for AFBA 5 Star Funds, I was able to bring the New England territory from last to first nationally.

Regional Director / Northeast Wholesaler

Evergreen Investments

At Evergreen Investments (Now Wells Fargo), I was part of the initial pilot to create a hybrid wholesaler program covering the Financial Advisor Division.

AVP Hybrid Wholesaler

Natixis Global Asset Management

Promoted from entry level internal sales consultant to top level in my tenure.  Sold Mutual Funds, Closed End Offerings and SMA.

Internal Sales Consultant

My mission is to help you build your brand, promote your passion, and invest with intent. 

-Through my Investment Masterminds Series, I collaborate with industry leading experts proficient in business development, equipped to enable your firm to overcome the obstacles wedged between you and your goals. 

https://www.linkedin.com/company/investment-masterminds

- At Swan Global Investments, we provide risk mitigation strategies through options-based portfolios. https://www.swanglobalinvestments.com/advisor/

By becoming a collaborative partnership, we rise above the commoditized masses of the Financial Services industry.

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