Steven Sweeney Email & Phone Number
Vice President - Advanced Markets @ Allianz
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Steven Sweeney Location
- Denver, CO, US
Steven Sweeney Work
- 2022 -now Vice President - Advanced Markets @
- 2020 -2022 Director - Advanced Planning @
- 2016 -2020 Director - Advanced Markets @
- 2015 -2016 Institutional Wholesaler @
- 2014 -2015 Variable Annuities Internal Wholesaler @
- 2005 -2014 Regional Sales Representative @
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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