Director – Western Division/RIA
Mark Sweetland is responsible for Swan’s business development and client service efforts within the boutique RIA channel on the West coast with firms that align with the Defined Risk Strategy’s philosophy. He provides financial advisors with the resources necessary to convert prospects into clients and to better retain and service existing client relationships.
Prior to joining Swan, Mark worked at James Alpha Management as a Regional Business Consultant. Prior to James Alpha Management, he worked as Regional Sales Director at Dolan Capital. Before Dolan Capital, Mark also served as Regional Vice President and Divisional Vice President at The Hartford.
Mark earned his B.S. in Business/Marketing from California State University, Chico.
Contact Mark at 925–788-9586