Steven Sweeney Email & Phone Number

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

Listed skills include Series 6, Series 63, Series 65, Life And Health Insurance Licenses, and 28 others.