Brian Sward

Financial Consultant Partner at Schwab

Role
Financial Consultant Partner at Charles Schwab
Location
San Diego, CA, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Brian Sward

International, adaptive, and well-rounded with a problem-solving mindset, I spent the…

Experience

  1. Financial Consultant Partner

    Charles Schwab

    Jul 2024 — Present

Education

  • Tzu Chi University

    Madarin Studies

    2010 — 2010

  • Université de Bordeaux

    Diplôme Universitaire d’Initiation à l’Œnologie, Oenology

  • EHU

    Spanish, Study Abroad

    2007 — 2007

  • Université de Bordeaux

    French Language

  • Point Loma Nazarene University

    Bachelors, Business with Entrepreneurial Finance Concentration

    2004 — 2008

  • Bond University

    Study Abroad

    2006 — 2006

  • OMNES Education

    Master of Business Administration (MBA), Wine Management and Marketing

    2014 — 2015

  • UC Berkeley Extension

    Program in Personal Financial Planning

    2023 — 2024

Skills

  • Entrepreneurship
  • Management
  • Customer Service
  • Microsoft Office
  • Sales
  • Strategic Planning
  • Negotiation
  • Social Media
  • Wine
  • Public Speaking
  • Marketing Strategy
  • Sales Management
  • Marketing
  • Winemaking
  • International Business
  • Project Management

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Brian Sward — Financial Consultant Partner at Charles Schwab in San Diego, CA, US | Unifers