Kevin Swords
Regional Sales Manager, Asset-Map
- Role
- Regional Sales Manager at Asset-Map
- Location
- Powell, OH, US
- LinkedIn followers
- 500 followers
About Kevin Swords
Asset-Map is a Software-as-a-Process experience for financial professionals who provide…
Experience
Regional Sales Manager
Sep 2022 — Present · Columbus, OH, US
Asset-Map is a Software-as-a-Process experience for financial professionals who provide in-person and remote advice in the wealth management, investment, and insurance markets. Typically included as part of the financial planning engagement process, Asset-Map centers around the digital visualization of household facts to build highly customized, design-thinking presentations in minutes that help advisors and their customers make better financial decisions. Asset-Map is used by thousands of professionals worldwide, having mapped over 1 million people and $1.4 trillion in financial instruments.
Education
University of Southern Indiana
Bachelor of Science, Sociology
1985 — 1990
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