Sabastian Swiger
Dandridge,TN
Summary
Results-driven US Navy veteran with extensive experience in Financial Services, Academia, and Leadership. MBA graduate with a proven track record of developing innovative solutions, driving operational efficiency, and delivering exceptional customer service. Recognized for expertise in leadership, communication, and financial planning. Top-performing internal wholesaler with a history of managing significant assets and driving substantial sales growth. Experienced with financial product distribution, leveraging in-depth market knowledge to drive sales and client satisfaction. Utilizes strategic planning and effective communication to enhance business outcomes. Track record of fostering collaborative relationships and adapting to changing market conditions.
Overview
14
14
years of professional experience
Work History
Senior Internal Wholesaler
Equitable
07.2023 - Current
- Achieved status as Equitable’s top internal wholesaler in 2024, driving $34 million in new premium
- Partner with external wholesaler to drive sales activity, consistently meeting or exceeding quarterly targets
- Provide exceptional customer service, maintaining a 98% client satisfaction rate
- Contribute to strategic planning and business review committees, resulting in a 15% increase in departmental efficiency
Technical Sergeant
US Air Force Reserve
03.2017 - Current
- Developed training program that increased flight operations from 9 to 12 sorties, leading to budget increase
- Improved team efficiency by 30% through implementation of new maintenance procedures
- Coached 25+ new airmen, achieving a 100% pass rate on technical competency assessments
Adjunct Business Instructor
Belmont Abbey College
08.2022 - 05.2024
- Developed and delivered engaging lectures, achieving an average course evaluation score of 4.8/5.0
- Spearheaded curriculum updates for undergraduate and graduate programs, incorporating latest industry trends
- Mentored students in academic and career development, resulting in a 25% increase in successful job placements
Associate Wealth Management Advisor
Belmont Capital Advisors
10.2021 - 07.2023
- Managed $100 million in Assets Under Management (AUM)
- Successfully oversaw the transfer of all managed assets to a new custodian while simultaneously generating over $20 million in annuity sales
- Prepared comprehensive financial plans using eMoney, increasing client assets under management by 20%
- Led financial planning and investment team, resulting in a 30% increase in new client acquisition
- Implemented CRM system improvements, reducing data entry time by 40% and enhancing client communication
Branch Banker
PNC
12.2020 - 10.2021
- Exceeded sales targets by 115% through proactive outbound activities and cross-selling
- Improved customer loyalty scores by 18% through personalized financial solutions
- Managed risk effectively, maintaining 100% compliance with federal and state regulations
- Optimized branch performance by analyzing key metrics and implementing targeted action plans.
Asset Transfer Specialist
Vanguard
02.2020 - 12.2020
- Consistently met 100% of productivity goals for asset movement processes
- Reduced processing time for account transfers by 25% through process optimizations
- Enhanced customer satisfaction by efficiently processing and validating transfer requests.
Petty Officer Second Class
US Navy
11.2010 - 07.2015
- Managed inventory of ship repair parts with 99.9% accuracy, ensuring combat readiness
- Led physical security team, maintaining zero security breaches during port calls
- Received 2 commendations for exceptional performance and leadership
Education
Master of Business Administration (MBA) -
Salem University
Salem, WVBachelor of Arts (BA) - History
Belmont Abbey College
Belmont, NCStrategic Management -
International Business Management Institute
Financial Management -
International Business Management Institute
Skills
- Training & Coaching
- Independent & Goal Oriented
- Data Analytics & Reporting
- Public Speaking & Presentations
- Financial Planning
- Customer Relationship Management (CRM)
- Sales presentations
- Sales support
- Portfolio management
- Territory management
Timeline
Senior Internal Wholesaler
Equitable
07.2023 - Current
Adjunct Business Instructor
Belmont Abbey College
08.2022 - 05.2024
Associate Wealth Management Advisor
Belmont Capital Advisors
10.2021 - 07.2023
Branch Banker
PNC
12.2020 - 10.2021
Asset Transfer Specialist
Vanguard
02.2020 - 12.2020
Technical Sergeant
US Air Force Reserve
03.2017 - Current
Petty Officer Second Class
US Navy
11.2010 - 07.2015
Strategic Management -
International Business Management Institute
Master of Business Administration (MBA) -
Salem University
Bachelor of Arts (BA) - History
Belmont Abbey College
Financial Management -
International Business Management Institute
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