Steven Schweitzer Email & Phone Number
Senior Product Director - Wealth and Retirement @ IRALOGIX
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Steven Schweitzer Location
- Philadelphia, PA, US
Steven Schweitzer Work
- Senior Product Director - Wealth and Retirement @ (September 2026 - Present)
- Senior Program Manager @ (May 2021 - Present)
- Senior Vice President Product Management @ (February 2023 - September 2026)
- Senior Vice President - Retirement Product Strategy and Marketing @ (January 2014 - January 2021)
- Vice President – Product Development and Marketing @ (January 2006 - January 2014)
- Director - Product Development @ (January 2005 - January 2006)
- Senior Market Analyst @ (January 2004 - January 2005)
- Assistant Vice President – Product Management @ (January 2000 - January 2004)
- Vice President, Provident Mutual Investment Management Company @ Provident Mutual Life Insurance Company (January 1995 - January 2000)
- National Director, Sales and Marketing @ Provident Mutual Life Insurance Company (January 1997 - January 1998)
- Supervisor, Pension Marketing Department @ Provident Mutual Life Insurance Company (January 1996 - January 1997)
- Pension Sales Consultant @ Provident Mutual Life Insurance Company (January 1995 - January 1996)
Steven Schweitzer Education
- Ursinus College
Bachelor of Science - BS (Applied Math/Economics)
Steven Schweitzer Skills
- Product Management
- Retirement
- 401k
- Mutual Funds
- Retirement Planning
- Investments
- Financial Services
- Series 7
- Marketing
- Pensions
- Securities
- Investment Management
- Investment Advisory
- Finance
- Wealth Management
- Asset Allocation
- Asset Management
- Alternative Investments
- Fixed Annuities
- Financial Planning
- Product Development
- 401(k) Retirement Savings Plans
- Strategic Financial Planning
- Asset Managment
- Investment Strategies
- Product Innovation
- Six Sigma Green Belt
- Strategic Planning
- Project Implementation
- Strategy
- Project Management Office (PMO)
- Team Leadership
- Series 63
- ETFs
- FINRA
- Separately Managed Accounts
- IRAs
- Transformational Leadership
- ERISA
- Retirement Plan Consulting
- Qualified Retirement Plans
- Defined Contribution
- Certified Financial Planner
- Record Keeping
- Service Provider
Steven Schweitzer Summary
- Steven Schweitzer, based in Philadelphia, PA, US, is currently a Senior Product Director - Wealth and Retirement at IRALOGIX. Steven Schweitzer brings experience from previous roles at EDGECo Holdings, LP and Ascensus. Steven Schweitzer holds a Bachelor of Science - BS in Applied Math/Economics @ Ursinus College. With a robust skill set that includes Product Management, Retirement, 401k, Mutual Funds, Retirement Planning and more. Steven Schweitzer has 2 emails on RocketReach.
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