Meet the Team

Potestato-Amanda

Amanda Potestato

Managing Director, HCM-Guided Retirement Sales

  amanda@howardcm.com
  (303) 506-4452
  Connect on Linkedin


Amanda Potestato is the Managing Director, Guided Retirement Sales, and the Regional Wholesaler West for Howard Capital Management. In these roles, she is responsible for leading the team in their effort to build collaborative partnerships with Record Keepers and Plan Sponsors across the country.

Amanda has over 10 years of experience in the financial services industry. Before joining Howard Capital, she served as Regional Planning Director at Edelman Financial Engines. Prior to that, she led strategic program and sales initiatives at E*Trade Advisor Services, and spent a few years wholesaling with National Planning Holdings and Jackson National. Amanda graduated Magna Cum Laude from Northwood University with a double major in Banking & Finance and Management. She has also passed the Series 6, 65, 63 and CO Life Insurance exams.

Prior to relocating to Denver, CO in 2011, Amanda grew up in New Baltimore, MI with her parents and 3 younger sisters. In her free time, Amanda enjoys golfing, trail running, spinning, outdoor time in the mountains, traveling and spending time with her friends and family.

daley-matt

Matt Daley

Internal Sales Consultant

  mattd@howardcm.com
  (678) 904-9492
  Connect on Linkedin


Matt Daley is an Internal Sales Consultant for Guided Retirement covering the East and West Territories for Howard Capital Management. In his role, he is responsible for leading the sales effort for his respective territories while partnering with Cole Staton in the East and Amanda Potestato in the West.

His responsibilities include partnering with advisors and recordkeepers to implement Howard Capital Management’s managed account solution for company-sponsored retirement plans. Prior to joining Howard Capital, Matt served as Senior Internal Sales Director at Empower Retirement and MetLife.

Matt comes to Howard Capital Management with a unique perspective on the retirement industry. His career in the industry has spanned 25 years where he has partnered with external wholesalers to grow their recordkeeping services and uncover sales opportunities. Matt is a graduate of University of Hartford with a degree in Political Science. Matt has passed the Series 6, 63, 66 and Variable Insurance exam.

Matt resides in Denver Colorado and enjoys golfing, skiing, and spending time with his family.

RQ Swann
RQ Swann is originally from Huntsville, Texas; 4th generation, in fact. He served a 6-year enlistment in the U.S. Army before returning to Huntsville to attend Sam Houston State University.

RQ has been in sales and operations management for over two decades, and holds both a Property & Casualty and Life & Health Insurance License.

After working in his latest roles with Mutual of Omaha and Northwestern Mutual, RQ joined the HCM-Guided Retirement team at Howard Capital Management, Inc. as a Regional Wholesaler, representing Texas as part of his central territory.

In his free time, RQ enjoys spending time in the outdoors fishing, hunting and playing a round of golf.

Wakefield-Bailey

Bailey Wakefield

Internal Sales Consultant

  bailey@howardcm.com
  (678) 829-5913
  Connect on Linkedin


Bailey Wakefield is an Internal Wholesaler for the HCM-Guided Retirement team, covering the Central region of the United States for Howard Capital Management, Inc. In her role, she is responsible for leading the sales effort for her respective territory, while partnering with the central region External Wholesaler, RQ Swann.

Her responsibilities include partnering with advisors and recordkeepers to implement Howard Capital Management Inc.’s managed account solution for company-sponsored retirement plans. She also works with advisors to leverage their retirement plan practice by utilizing the 401(k) Optimizer®.

Bailey graduated Cum Laude from Texas A&M University, where she holds a degree in Agricultural Leadership and Development and Agricultural Economics. Bailey also has a master’s degree in Business Administration from Sam Houston State University.

Bailey resides in Huntsville, Texas and in her free time, she enjoys traveling, exercising, and spending most of her time outdoors with family and friends.

Staton-Cole
Cole Staton is Regional Vice President, Guided Retirement East at Howard Capital Management. In this role, he is responsible for leading the sales effort for his respective territory, while partnering with advisors and Record Keepers to implement this managed account solution for company sponsored retirement plans. He also leads the 401(k) Optimizer program.

Prior to joining Howard Capital, he served as Regional Wholesaler at John Hancock, where he partnered with external wholesalers to grow their Record Keeping services and uncover sales opportunities. Cole earned a football scholarship to Mercer University, where he was heavily involved in sports, academic groups, and philanthropy. Cole graduated with a degree in Business Economics, and has passed the Series 6, 63 and Variable Insurance exams.

Cole grew up in Alpharetta, GA with his mom, dad and two younger sisters. In his free time, he is an avid golfer and loves to watch Formula 1 and Braves baseball.

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