2023 -now Senior Vice President Product Management @
2021 -now Senior Program Manager @
2014 -2021 Senior Vice President - Retirement Product Strategy and Marketing @
2006 -2014 Vice President – Product Development and Marketing @
2005 -2006 Director - Product Development @
2004 -2005 Senior Market Analyst @
2000 -2004 Assistant Vice President – Product Management @
1995 -2000 Vice President, Provident Mutual Investment Management Company @ Provident Mutual Life Insurance Company
1997 -1998 National Director, Sales and Marketing @ Provident Mutual Life Insurance Company
1996 -1997 Supervisor, Pension Marketing Department @ Provident Mutual Life Insurance Company
1995 -1996 Pension Sales Consultant @ Provident Mutual Life Insurance Company
Steven Schweitzer Education
Ursinus College
Bachelor of Science - BS, Applied Math/Economics (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 Vice President Product Management at EDGECo Holdings, LP. Steven Schweitzer brings experience from previous roles at EDGECo Holdings, LP and Ascensus. Steven Schweitzer holds a Bachelor of Science - BS, Applied Math/Economics 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 and 1 mobile phone numbers on RocketReach.
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