
Brian Sward
Departmental Sales Manager

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About me
Financial Consultant Partner at Schwab
Education

Bond University
2006 - 2006Study Abroad
INSEEC
2014 - 2015Master of Business Administration (MBA) Wine Management and MarketingActivities and Societies: Wine About

Université de Bordeaux
2012 - 2013French Language
UC Berkeley Extension
2023 - 2024Program in Personal Financial Planning
Universidad del País Vasco/Euskal Herriko Unibertsitatea
2007 - 2007Spanish, Study Abroad
Point Loma Nazarene University
2004 - 2008Bachelors Business with Entrepreneurial Finance Concentration
Tzu Chi University
2010 - 2010Madarin Studies
Université de Bordeaux
2012 - 2013Diplôme Universitaire d’Initiation à l’Œnologie Oenology
Experience

Pride Surf and Skate
Jun 2001 - Aug 2007Departmental Sales ManagerGenerated 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 2005Business EntrepreneurProfessional 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 2011Native Speaking Teacher
Château Canon
Aug 2012 - Sept 2012Vineyard Worker
HMS Victory
Apr 2013 - Dec 2013Barman and Shift ManagerWorked responsibly ensuring quality of service, client supervision, and end of day accounting.

Vinexpo
Jun 2013 - Jun 2013Mandarin and English Press Center Liaison
Château Canon
Aug 2013 - Dec 2013Cellar HandFostered 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 2014Managed 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 2014Cellar Hand
Feb 2014 - May 2014

Katch-Up Seafood Grill & Wine
Jun 2014 - Oct 2014Project ManagerManaged 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 2014Business RepresentativeCo-hosted a booth at the Guiyang International Wine Expo to represent the Bordeaux-based wine merchant.

Redsap Natural Wine Merchant
Oct 2014 - Mar 2015Business DeveloperDeveloped business plan under the direction of the CEO: market research, SWOT analysis, and branding

Tasted 100% Blind
May 2015 - Aug 2015Marketing and Sales Manager AustraliaBordeaux 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 2015Sales Manager & Export ConsultantWine 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 2021In-House International Sales & Client ManagementB2B 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 2020Project Manager, Investor and Vacation Rental OwnerSet 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 - nowSeries 7 & 66
Financial Consultant Partner
Jul 2024 - nowClient Service Specialist
Mar 2022 - Jun 2024
Licenses & Certifications

CPR
Red Cross
Series 7
FINRAJan 2022- View certificate

Blockchain Basics
LinkedInJan 2021
Volunteer Experience
Builder & Sponser
Issued by Amor Ministries
Associated with Brian Sward
Languages
- enEnglish
- frFrench
- maMandarin
- spSpanish
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