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Steven Sweeney Location
Denver, CO, US
Steven Sweeney Work
Vice President - Advanced Markets @ (January 2022 - Present)
Director - Advanced Planning @ (January 2020 - January 2022)
Director - Advanced Markets @ (January 2017 - January 2020)
Wholesaler @ (January 2015 - January 2017)
Variable Annuities Internal Wholesaler @ (January 2014 - January 2015)
Regional Sales Representative @ (January 2005 - January 2014)
Steven Sweeney Education
Colorado State University
Master of Business Administration (M.B.A.)
University of Pittsburgh
Bachelor of Science (BS)
Steven Sweeney Skills
Wealth Management
Business Development
Leadership
Financial Planning
Series 63
Mutual Funds
Investments
Fixed Annuities
Retirement Planning
Financial Services
Insurance
Finance
Life Insurance
Sales
Sales Operations
Sales & Marketing
401(k) Retirement Savings Plans
Strategy
Asset Allocation
Estate Planning
Investment Strategies
Investment Management
Alternative Investments
Asset Management
Sales Presentations
International Business
Outside Sales
International Sales
International Relations
series 7
Management
Team Building
Public Speaking
Cross-functional Team Leadership
Team Leadership
Life & Health Insurance Licenses
Annuity Sales
Variable Annuities
ETFs
Qualified Retirement Plans
Retirement Savings
IRAs
Distribution Strategies
Defined Contribution
Investment Sales
Wealth Management Services
Presenter
Certified Financial Planner
Series 6
Series 65
Property & Casualty Insurance
New Business Development
Life And Health Insurance Licenses
Customer Service
Sales Management
Property And Casualty Insurance
401k Retirement Savings Plans
Sales and Marketing
401 Retirement Savings Plans
Steven Sweeney Summary
Steven Sweeney, based in Denver, CO, US, is currently a Vice President - Advanced Markets at Allianz. Steven Sweeney brings experience from previous roles at Prudential Financial, Transamerica and Jackson. Steven Sweeney holds a Master of Business Administration (M.B.A.) @ Colorado State University. With a robust skill set that includes Wealth Management, Business Development, Leadership, Financial Planning, Series 63 and more. Steven Sweeney has 1 emails and 1 mobile phone numbers on RocketReach.
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