Experience

Swoz Consulting

• United States
• Business Consulting and Services
• 1 - 100 Employee

• Director of Customer Experience and Sales

  • Mar 2022 - Present

  We educate and empower business owners to upgrade their organization and be the best version of themselves by following a five-step process that we have created and teach through workshops, speaking, and coaching. Currently helping with the overall Customer Experience on all open projects to include project management, client/consultant communication, customer assessments, and working with the sales team. We educate and empower business owners to upgrade their organization and be the best version of themselves by following a five-step process that we have created and teach through workshops, speaking, and coaching. Currently helping with the overall Customer Experience on all open projects to include project management, client/consultant communication, customer assessments, and working with the sales team.



Northwestern Mutual

• United States
• Financial Services
• 700 & Above Employee

• Director of Client Services

  • Sep 2003 - Present

  Currently help to manage a high sales and large investment volume business. Very knowledgeable with financial planning strategies, Fee-Based Planning, marketing, and helping to achieve client goals. Currently help to manage a high sales and large investment volume business. Very knowledgeable with financial planning strategies, Fee-Based Planning, marketing, and helping to achieve client goals.