Brian Sward

Brian Sward

Departmental Sales Manager

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location of Brian SwardSan Diego, Kaliforniya, Birleşik Devletler

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  • Timeline

  • About me

    Financial Consultant Partner at Schwab

  • Education

    • Bond University

      2006 - 2006
      Study Abroad
    • INSEEC

      2014 - 2015
      Master of Business Administration (MBA) Wine Management and Marketing

      Activities and Societies: Wine About

    • Université de Bordeaux

      2012 - 2013
      French Language
    • UC Berkeley Extension

      2023 - 2024
      Program in Personal Financial Planning
    • Universidad del País Vasco/Euskal Herriko Unibertsitatea

      2007 - 2007
      Spanish, Study Abroad
    • Point Loma Nazarene University

      2004 - 2008
      Bachelors Business with Entrepreneurial Finance Concentration
    • Tzu Chi University

      2010 - 2010
      Madarin Studies
    • Université de Bordeaux

      2012 - 2013
      Diplôme Universitaire d’Initiation à l’Œnologie Oenology
  • Experience

    • Pride Surf and Skate

      Jun 2001 - Aug 2007
      Departmental Sales Manager

      Generated 40% of the monthly sales, averaging $18,000 during peak season.Managed teams of up to 3 persons in order to develop business and maintain high level of customer service.Assisted in the purchasing, merchandising, shipping process as well as inventory.

    • Swardfish Screening

      Sept 2003 - Dec 2005
      Business Entrepreneur

      Professional apparel printing. "Fish is the name & printing is my game."Created and devolved of a profitable business designing and printing tshirts.Ran business A-Z: communication, design, sales, shipping and finance.Directed orders of up 500 units.

    • HESS International Educational Organization

      Feb 2009 - Feb 2011
      Native Speaking Teacher
    • Château Canon

      Aug 2012 - Sept 2012
      Vineyard Worker
    • HMS Victory

      Apr 2013 - Dec 2013
      Barman and Shift Manager

      Worked responsibly ensuring quality of service, client supervision, and end of day accounting.

    • Vinexpo

      Jun 2013 - Jun 2013
      Mandarin and English Press Center Liaison
    • Château Canon

      Aug 2013 - Dec 2013
      Cellar Hand

      Fostered some of world’s most coveted grapes on their journey to becoming Bacchus’ favorite drink; from inoculation to pumping over, malolactic fermentation to racking.

    • Stella Bella Wines

      Feb 2014 - Aug 2014

      Managed stocks, carried out orders, and directed small teams for export packaging.Reorganized the warehouse premise and put new systems into place to optimize productivity. Filled in for the warehouse manager while he was on sabbatical. Worked from harvest all the way to bottling the previous year's wines.

      • Warehouse Manager

        Jun 2014 - Aug 2014
      • Cellar Hand

        Feb 2014 - May 2014
    • Katch-Up Seafood Grill & Wine

      Jun 2014 - Oct 2014
      Project Manager

      Managed a small scale remodel.Oversaw tradesmen, ensuring that quality and up to Australian regulations work was done, researched new appliances and fixtures and negotiating prices and terms with suppliers, assisted in the creation of the wine list while maintaining open and transparent communication between local businesses and internationally located owners.Remodel budget $40,000 AUD

    • Vin Ministre

      Sept 2014 - Sept 2014
      Business Representative

      Co-hosted a booth at the Guiyang International Wine Expo to represent the Bordeaux-based wine merchant.

    • Redsap Natural Wine Merchant

      Oct 2014 - Mar 2015
      Business Developer

      Developed business plan under the direction of the CEO: market research, SWOT analysis, and branding

    • Tasted 100% Blind

      May 2015 - Aug 2015
      Marketing and Sales Manager Australia

      Bordeaux based company of Andreas Larson World’s Best SommelierTook up the challenge to break into the new market of Australia with a marketing product: a short video world’s best sommelier tasting, describing, and rating your wine on a 100 point scale.Created & managed the company’s Australian portfolio: completed sales cycle from prospecting to close and sale for 10 wineries.Participated in the creation of marketing collateral for email communication for 200 targeted clients.

    • AMVM

      Sept 2015 - Dec 2015
      Sales Manager & Export Consultant

      Wine sales and consulting primarily for the Danish Market with suppliers including the Lurton family Bordeaux negociant “La Passion des Terroirs,” the Languedoc cooperative winery “Alma Cersius,” the organic winery in Corbières Boutenac “Château Caraguilhes,” the historical Rhone Valley producer since 1471 “Ravoire et Fils,” the eclectic wine maker “Jeff Carrel,” and Spanish producers “Cristo de la Vega” and “Bocopa.”Visited B2B clients, presented wines at Børsen historical Copenhagen stock exchange tasting as well as supermarket tasting evening event. Show less

    • Olatu S.L.

      Mar 2016 - Feb 2021
      In-House International Sales & Client Management

      B2B specialist for Pukas, Channel Islands, Surf Hardware (FCS, Gorilla, Softech), Lost..., Captain Fin, and Indio. Christenson and McTavish are also part of the portfolio.

    • Airbnb

      Dec 2017 - Dec 2020
      Project Manager, Investor and Vacation Rental Owner

      Set up a business plan, calculated risks, maintained an exit strategy, and invested in a below-market value property.Fully renovated and designed a 1901 traditional Basque farmhouse fixer-upper in San Sebastian, Spain.Negotiated and project managed in Spanish with banks, agents, suppliers and vendors.Ran an Airbnb rental as “superhost” for two years.Set up Marketing package and branding: House guide, email, city tips booklet, etc.Sold with a 35% ROI.

    • Charles Schwab

      Mar 2022 - now

      Series 7 & 66

      • Financial Consultant Partner

        Jul 2024 - now
      • Client Service Specialist

        Mar 2022 - Jun 2024
  • Licenses & Certifications

  • Volunteer Experience

    • Builder & Sponser

      Issued by Amor Ministries
      Amor MinistriesAssociated with Brian Sward