Jaron Swartz

Selected to spearhead Truist Wealth's expansion into the Philadelphia market as a de novo leader, responsible for establishing and growing the medical wealth advisory practice from the ground up beginning July 1, 2025.

• Identified new business opportunities through networking and referrals.
• Maintained a comprehensive understanding of trends within the industry landscape.
• Monitored competitors' activities to stay ahead of changes in the marketplace.

• Managed 25 healthcare relationships with combined commitments of $300M+
• Organized pitches and assessments to 30+ digital health companies to highlight cash management gaps resulting in 45 new operating accounts with average aggregate deposit balances of $20M
• Underwrote and successfully closed new $36M credit facility for a behavioral health center resulting in $10M deposits

• Sourced $55M in new R12 revenue during FY 2023
• Developed and executed go-to-market strategy for new Healthcare Payment Solution, winning $450K+ in net new recurring revenue within 9 months of product launch
• Originated $50M medical equipment leasing opportunity for NY-based skilled nursing facility
• Developed relationships with key centers of influence including financial advisors, consultants, and CPAs

• Built a book of 32 clients with over $1B in AUM from scratch
• Managed team of 5 associates to develop market research and deliverables for clients.
• Won new business mandates for 12+ single family office clients along with their underlying multi-generational assets
• Targeted medical professionals as a main focus of my practice, completing 30+ educational seminars across multiple Medical campuses, which have evolved into significant clients and referral sources over time
• Chosen by Bank Leadership to participate in highly competitive Career Advancement Program
• Awarded 300MM subscription facility for existing client's PE Fund
• Completed employer sponsored MBA while working full time

• Supported wealth management initiatives targeting healthcare professionals and their families, focusing on relationship development and client experience enhancement.
• Led implementation of client relationship management systems, achieving adoption rates exceeding 90% and improving family relationship tracking capabilities.

• Analyzed fixed income securities and bond markets, contributing to daily market research and investment recommendations for institutional clients.