Joseph E. Sweeney
Joseph E. Sweeney, President – Advice & Wealth Management, Products and Service Delivery
Joseph (Joe) Sweeney's overall responsibility includes the company's brokerage, managed products, retail retirement products, cash & certificates, personal trust, information management, service delivery and home & auto insurance areas. In 2005, he led the operations effort for the transition of Ameriprise to an independent, publicly traded company.
Sweeney joined American Express, former parent company of Ameriprise Financial, in 1983 and has served in a number of senior leadership positions across the firm, including:
• President, Advice and Wealth Management, Products and Services, Ameriprise Financial, Inc. 2009-2012
• President, Financial Planning, Products and Services, Ameriprise Financial, Inc. 2005-2009
• Senior vice president and general manager of Banking, Brokerage and Managed Products, American Express Financial Advisors 2003-2005
• Senior vice president of Business Transformation, Global Financial Services, American Express 1998-2003
• Vice president of Business Processes, Global Network Services, American Express 1997-1998
• Vice president of Quality and Reengineering, Travel Related Services, American Express 1995-1997
He serves on the board of directors for American Enterprises Investment Services and the Securities Industry and Financial Markets Association (SIFMA). He is also co-chair of the SIFMA private client group steering committee and currently chairs the board of directors for Ameriprise National Trust Bank. He earned a Bachelor of Arts degree, magna cum laude, in economics from Saint Anselm College in Manchester, N.H., where he also is a member of the board of trustees and serves on the Finance, Investment & Student Affairs committees.
• President, Advice and Wealth Management, Products and Services, Ameriprise Financial, Inc. 2009-2012
• President, Financial Planning, Products and Services, Ameriprise Financial, Inc. 2005-2009
• Senior vice president and general manager of Banking, Brokerage and Managed Products, American Express Financial Advisors 2003-2005
• Senior vice president of Business Transformation, Global Financial Services, American Express 1998-2003
• Vice president of Business Processes, Global Network Services, American Express 1997-1998
• Vice president of Quality and Reengineering, Travel Related Services, American Express 1995-1997
He serves on the board of directors for American Enterprises Investment Services and the Securities Industry and Financial Markets Association (SIFMA). He is also co-chair of the SIFMA private client group steering committee and currently chairs the board of directors for Ameriprise National Trust Bank. He earned a Bachelor of Arts degree, magna cum laude, in economics from Saint Anselm College in Manchester, N.H., where he also is a member of the board of trustees and serves on the Finance, Investment & Student Affairs committees.
Brokerage, investment and financial advisory services are made available through Ameriprise Financial Services, Inc. Member FINRA and SIPC. Some products and services may not be available in all jurisdictions or to all clients.
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