Brian Sward

Brian Sward, CFA, CAIA has a strong work experience in the financial industry. Brian is currently working as the Head of Product Solutions Group at Jackson since 2022. Prior to this, they served as the VP, Internal Audit at Jackson National Life Insurance Company from 2020 to 2022, where they provided expertise in product, distribution, and operations. Brian has also held senior leadership positions at Jackson, including Senior Vice President of Product Management/Investment Product Strategy from 2015 to 2020, and Vice President of Variable Annuity Product Management from 2011 to 2015. Before joining Jackson, Brian worked as a Vice President at National Planning Holdings from 2005 to 2011. Brian started their career at JPMorgan in 2001 as a Market Strategy Analyst/Investment Advisory Analyst.

Brian Sward, CFA, CAIA attended the University of Colorado Denver from 1997 to 2001, where they obtained a degree in Finance. Brian also holds additional certifications, including the Chartered Financial Analyst (CFA) designation from the CFA Institute, obtained in 2003, and the Alternative Investment Analyst Charter (CAIA Charter) from the CAIA Association, obtained in 2007.