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Mark Sweetland 2017-12-12T18:04:19+00:00

Mark Sweetland - Swan Global InvestmentsMark Sweetland

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

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