Steven Schweitzer, CFP, AIFA, CAIA is a seasoned leader with 30 years of experience in the financial services industry, currently serving as the Senior Vice President of Product Management at EDGECo Holdings, LP. Known for their strategic and analytical mindset, Steven has a proven history of developing innovative retirement products and driving corporate growth strategies. They have held significant roles at prominent companies, including Ascensus and Delaware Investments, where they focused on product management, market analysis, and team leadership. Steven is pursuing a Bachelor of Science in Applied Math/Economics at Ursinus College.
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