Joseph Sweeney
President – Advice & Wealth Management Products and Services
Joseph (Joe) Sweeney is president of Advice and Wealth Management Products and Services at Ameriprise Financial. Sweeney leads brokerage & clearing, managed products, consumer banking, personal trust, information management, the Ameriprise Advisor Center (AAC), the privacy office and auto and home insurance.
In 2005, he also led the operations effort for the transition of Ameriprise Financial (formerly American Express Financial Advisors) to an independent, publicly traded company.
Sweeney joined American Express, the former parent company of Ameriprise Financial, in 1983 and has served in a number of senior leadership positions across the firm, including:
- President of 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 is a member of the Securities Industry and Financial Markets Association (SIFMA) private client group steering committee, serves on the board of directors for American Enterprises Investment Services and currently chairs the board of directors for Ameriprise Bank, FSB.
He earned a bachelor's degree, magna cum laude, in economics from Saint Anselm College in Manchester, N.H.
Financial planning services and investments offered through Ameriprise Financial Services, Inc., Member FINRA & SIPC.
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