Dan Steffen

Dan Steffen Email and Phone Number

Director of Implementation @ Empower
Dubuque, IA, US
Dan Steffen's Location
Dubuque, Iowa, United States, United States
Dan Steffen's Contact Details

Dan Steffen work email

Dan Steffen personal email

Dan Steffen phone numbers

About Dan Steffen

I feel personally responsible for the overall satisfaction of our new client accounts. I meet this responsibility by developing and executing on an effective team management, partnering with a cross-functional team of retirement experts to provide the right solutions.Empower delivers retirement plan solutions for public, private, and nonprofit organizations. Our services include state-of-the-art record keeping, administrative services, investment and risk management, comprehensive employee communications, and trustee services.

Dan Steffen's Current Company Details
Empower

Empower

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Director of Implementation
Dubuque, IA, US
Dan Steffen Work Experience Details
  • Empower
    Director Of Implementation
    Empower
    Dubuque, Ia, Us
  • Empower
    Director Of Implementation
    Empower Apr 2022 - Present
    Lead a team of Implementation Consultants to successfully transition retirement savings plans from one recordkeeper to Empower.
  • Prudential Financial
    Manager, Client Transition
    Prudential Financial Sep 2013 - Oct 2022
    Dubuque, Iowa Area
    I lead a team of Implementation Managers to successfully transition new clients to Prudential.
  • Prudential Retirement
    Relationship Manager
    Prudential Retirement Nov 2006 - Sep 2013
    Dubuque, Iowa
    Personally responsible for the overall satisfaction, retention, and growth of my assigned client accounts. I met this responsibility by developing and executing on an effective account management plan, partnered with a cross-functional team of retirement experts to provide the right solutions. In addition, I provided an annual comprehensive strategic plan review that included an investment performance evaluation.
  • Nationwide Insurance
    Claims Adjuster
    Nationwide Insurance 2004 - 2006
    Des Moines, Iowa

Dan Steffen Skills

Retirement Planning Insurance Fixed Annuities Retirement Mutual Funds Investments Risk Management Securities Life Insurance Underwriting Health Insurance

Dan Steffen Education Details

  • Waldorf College
    Waldorf College
    Business Management
  • Western Dubuque High School
    Western Dubuque High School

Frequently Asked Questions about Dan Steffen

What company does Dan Steffen work for?

Dan Steffen works for Empower

What is Dan Steffen's role at the current company?

Dan Steffen's current role is Director of Implementation.

What is Dan Steffen's email address?

Dan Steffen's email address is da****@****ial.com

What is Dan Steffen's direct phone number?

Dan Steffen's direct phone number is +156358*****

What schools did Dan Steffen attend?

Dan Steffen attended Waldorf College, Western Dubuque High School.

What skills is Dan Steffen known for?

Dan Steffen has skills like Retirement Planning, Insurance, Fixed Annuities, Retirement, Mutual Funds, Investments, Risk Management, Securities, Life Insurance, Underwriting, Health Insurance.

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