SWBC Industry Experts
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SWBC's Industry Experts

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  • Individuals
  • Businesses
  • Financial Institutions/
    Loan Servicers
  • Investment Firms
  • Insurance Agents
Cordell Dixon

Cordell Dixon

Training Design & Development Specialist
Training and Employee Development

Target Audience

Sara Matlock

Sara Matlock

Senior Investment Advisor
SWBC Retirement Plan Services

Target Audience

Efe Aghimien

Efe Aghimien

CFO
SWBC Mortgage

Target Audience

Brad Ferguson

Brad Ferguson

Vice President, Institutions
SWBC Retirement Plan Services

Target Audience

Jeff Anderson

Jeff Anderson

Vice President, Claims Products
The Financial Institution Group

Target Audience

Susan Stewart

Susan Stewart

CEO
SWBC Mortgage

Target Audience

Jake Bell

Jake Bell

Vice President
SWBC Insurance Services

Target Audience

Gary Dudley

Gary Dudley

President & Co-founder of SWBC

Target Audience

Charlie Amato

Charlie Amato

Chairman & Co-founder of SWBC

Target Audience

Cyndy Stewart

Cyndy Stewart

Vice President, Business Development
The Financial Institution Group

Target Audience

Terry Gwin

Terry Gwin

President & Ceo
SWBC Real Estate, LLC

Target Audience

Joy Larson

Joy Larson

CEO
SWBC Insurance Services

Target Audience

Gary Rivas

Gary Rivas

President
SWBC Ad Valorem Tax Advisors

Target Audience

Stuart Smith

Stuart Smith

Senior Vice President
SWBC Real Estate, LLC

Target Audience

Janet Loriot

Janet Loriot

Executive Vice President
The Financial Institution Group

Target Audience

Kerry Dannenberg

Kerry Dannenberg

Executive Vice President
SWBC Mortgage Corporation

Target Audience

Brett Morgan, CIC, CRM, LRM

Brett Morgan, CIC, CRM, LRM

Senior Vice President
SWBC Insurance Services

Target Audience

Joan Cleveland, CLU, ChFC, REBC

Joan Cleveland, CLU, ChFC, REBC

President and CEO
SWBC Life Insurance Company

Target Audience

Roger Versteeg

Roger Versteeg

Senior Executive Benefits Specialist
SWBC Investment Services

Target Audience

Norman L. Paul Jr.

Norman L. Paul Jr.

CEO
SWBC Professional Employer Services

Target Audience

Josh Lynch

Josh Lynch

Director of Portfolio Management
SWBC Investment Services

Target Audience

Michael Gugliotti

Michael Gugliotti

Sales Manager
SWBC Professional Employer Organization (PEO)

Target Audience

Jason O’Brien

Jason O’Brien

Senior Vice President, Payments
The Financial Institution Group

Target Audience

Richard Allison

Richard Allison

CEO
SWBC Retirement Plan Services

Target Audience

Chuck Mureddu

Chuck Mureddu

Chief Valuation Officer and Compliance Officer
SWBC Lending Solutions

Target Audience

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