Casey Swan

Associate Director, Partner Success at Helix

Casey Swan is an accomplished professional with extensive experience in partner success, consulting, and performance technologies. Currently serving as Associate Director of Partner Success at Helix since March 2022, Swan previously held roles at The Innova Group as Senior Consultant and at The Advisory Board Company, where responsibilities included directing performance technologies and overseeing product support. Swan has a strong background in financial analysis, having managed significant loan portfolios and developed successful business strategies, demonstrated during tenure as Loan Portfolio Analyst at Texas First State Bank and as Owner/Operator of Swan Landscapes. Educational qualifications include an MBA from Baylor University and a Bachelor of Science in Finance and Operation Management from the University of Tulsa.

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