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Steven Schweitzer Cfp Aifa Caia
Steven Schweitzer Cfp Aifa Caia
Senior Vice President Product Management | EDGECo Holdings, LP
Upper Providence Township, Pennsylvania, United States
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.
Steven Schweitzer Cfp Aifa Caia
Work Experience
Senior Vice President Product Management at
EDGECo Holdings, LP
February 2023 - Present
Senior Program Manager at
EDGECo Holdings, LP
May 2021 - Present
Senior Vice President - Retirement Product Strategy & Marketing at
Ascensus
January 2014 - January 2021
Vice President – Product Development & Marketing at
Ascensus
January 2006 - January 2014
Director - Product Development at
Ascensus
January 2005 - January 2006
Senior Market Analyst at
ING
January 2004 - January 2005
Assistant Vice President – Product Management at
Macquarie Group
January 2000 - January 2004
Vice President, Provident Mutual Investment Management Company at
Provident Mutual Life Insurance
January 1995 - January 2000
National Director, Sales and Marketing at
Provident Mutual Life Insurance
January 1997 - January 1998
Supervisor, Pension Marketing Department at
Provident Mutual Life Insurance
January 1996 - January 1997
Pension Sales Consultant at
Provident Mutual Life Insurance
January 1995 - January 1996
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
***********@edgecoholdings.com
Colleagues
Chief Executive Officer
Chief Financial Officer
Senior Vice President and General Counsel
Vice President, Financial Planning and Corporate Development
Chief Marketing Officer