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Stephen Schaack

Director-annuity Product Wholesaler

Stephen Schaack, EMBA, CFP®, ChFC, currently serves as the Director-Annuity Product Wholesaler at Penn Mutual, a position held since August 2018. With extensive experience in the financial services industry, Stephen previously held roles such as Sr. Regional Vice President at Western & Southern Financial Group and Managing Director of the Western Division at Saratoga Capital Management. Notable achievements include developing relationships with major financial institutions and increasing sales in various territories through strategic education and marketing efforts. Stephen holds an Executive MBA from the Quantic School of Business and Technology and a BA in Marketing and Sales from the University of Massachusetts Amherst, alongside an Associate of Arts from the University of New Hampshire.

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