Steven Sweeney
Vice President - Advanced Markets at Allianz Life Financial Services LLC Member FINRA
- Role
- Vice President - Advanced Markets at Allianz
- Location
- Denver, CO, US
- LinkedIn followers
- 500 followers
About Steven Sweeney
More than 20 years of diverse and ascendant experience in financial services ranging from sales and management to cross functional business processes. Passionate leader motivated by the opportunity to contribute to the success of business associates. Professionally trained public speaker with demonstrated ability to blend the art and science of communication. Verifiable history of enhancing top line revenue for large multinational insurance and investment firms. Trusted partner of financial professionals seeking technical expertise that supports client objectives. Student of all things wealth management.Areas of subject matter expertise include- Investment management and capital markets- Retirement income and portfolio distribution strategies- Tax management- Estate planning- Risk management and insurance- Charitable planning strategiesProfessional licenses and designations- Certified Financial Planner (CFP)- Chartered Financial Consultant (ChFC)- Retirement Income Certified Professional (RICP)- Chartered Life Underwriter (CLU)- Certified Fund Specialist (CFS)- Certified in Long Term Care (CLTC)- FINRA Series 7- FINRA Series 6- FINRA Series 63- FINRA Series 24- Colorado State Insurance License
Experience
Vice President - Advanced Markets
Oct 2022 — Present · Denver, CO, US
Education
Colorado State University
Master of Business Administration (M.B.A.)
University of Pittsburgh
Bachelor of Science (BS)
Skills
- Life & Health Insurance Licenses
- Retirement Planning
- Annuity Sales
- Variable Annuities
- Series 63
- Sales
- Investments
- Life Insurance
- Finance
- Qualified Retirement Plans
- Management
- Sales & Marketing
- 401(K) Retirement Savings Plans
- Mutual Funds
- Leadership
- Wealth Management
- Sales Presentations
- Iras
- Series 65
- Property & Casualty Insurance
- Sales Operations
- Retirement Savings
- Financial Planning
- Series 6
- Insurance
- Financial Services
- Etfs
- Fixed Annuities
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