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Steven Schweitzer Cfp Aifa Caia

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Steven Schweitzer Cfp Aifa Caia

Senior Vice President Product Management | EDGECo Holdings, LP

Upper Providence Township, Pennsylvania, United States

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Steven Schweitzer Cfp Aifa Caia

Summary

Steven Schweitzer is a seasoned financial services executive with over 30 years of experience specializing in retirement planning and product management. Currently serving as Senior Vice President at Edgeco Holdings, he has a remarkable track record in developing innovative financial products and strategies that drive growth and enhance client experiences. Known for his transformational leadership style, Steven excels in building high-performing teams and fostering collaborative environments. His extensive knowledge of regulatory frameworks and market dynamics has positioned him as a trusted advisor in the industry. With a strong background in strategic planning and digital innovation, he effectively bridges the gap between technical complexities and user-friendly solutions. Steven holds a Bachelor of Science in Applied Math/Economics from Ursinus College and is recognized for his commitment to professional excellence in financial planning and investment management.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Emerging Technologies

Leadership Development

Innovation

Organisational experience

Corporate Experience

Steven Schweitzer Cfp Aifa Caia

Work Experience

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Senior Vice President Product Management at

EDGECo Holdings, LP

February 2023 - Present

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Senior Program Manager at

EDGECo Holdings, LP

May 2021 - Present

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Senior Vice President - Retirement Product Strategy & Marketing at

Ascensus

January 2014 - January 2021

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Vice President – Product Development & Marketing at

Ascensus

January 2006 - January 2014

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Director - Product Development at

Ascensus

January 2005 - January 2006

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Senior Market Analyst at

ING

January 2004 - January 2005

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Assistant Vice President – Product Management at

Macquarie Group

January 2000 - January 2004

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Vice President, Provident Mutual Investment Management Company at

Provident Mutual Life Insurance

January 1995 - January 2000

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National Director, Sales and Marketing at

Provident Mutual Life Insurance

January 1997 - January 1998

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Supervisor, Pension Marketing Department at

Provident Mutual Life Insurance

January 1996 - January 1997

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Pension Sales Consultant at

Provident Mutual Life Insurance

January 1995 - January 1996

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Steven Schweitzer Cfp Aifa Caia

Education

Ursinus College, Bachelor Of Science - Bs

Frequently Asked Questions about Steven Schweitzer Cfp Aifa Caia

What is Steven Schweitzer Cfp Aifa Caia email address?

Steven Schweitzer Cfp Aifa Caia's primary email address is ***********@edgecoholdings.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Steven Schweitzer Cfp Aifa Caia work for?

Steven Schweitzer Cfp Aifa Caia is a Senior Vice President Product Management at EDGECo Holdings, LP, a company specializing in Monetary Authorities-Central Bank.

Where Steven Schweitzer Cfp Aifa Caia graduated from?

Steven Schweitzer Cfp Aifa Caia holds a degree in Applied Math/Economics from Ursinus College.

How can I directly contact Steven Schweitzer Cfp Aifa Caia?

To contact Steven Schweitzer Cfp Aifa Caia directly, you can use the email address ***********@edgecoholdings.com. Complete contact information is available upon registration with Muraena.

Who is Steven Schweitzer Cfp Aifa Caia?

Steven Schweitzer is a seasoned financial services executive with over 30 years of experience specializing in retirement planning and product management. Currently serving as Senior Vice President at Edgeco Holdings, he has a remarkable track record in developing innovative financial products and strategies that drive growth and enhance client experiences. Known for his transformational leadership style, Steven excels in building high-performing teams and fostering collaborative environments. His extensive knowledge of regulatory frameworks and market dynamics has positioned him as a trusted advisor in the industry. With a strong background in strategic planning and digital innovation, he effectively bridges the gap between technical complexities and user-friendly solutions. Steven holds a Bachelor of Science in Applied Math/Economics from Ursinus College and is recognized for his commitment to professional excellence in financial planning and investment management.

Steven`s contact details

mail

***********@edgecoholdings.com

Colleagues

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Paul Schneider

Chief Executive Officer

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Michael Blumstein

Chief Financial Officer

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Erin Fischer Timmerman

Senior Vice President and General Counsel

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Brent Hutcheson

Vice President, Financial Planning and Corporate Development

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Chris Broussard

Chief Marketing Officer

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