Steve Goldberg in

Steve Goldberg

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Assistant Vice President, Annuity Product Management at Pacific Life
📍 Ladera Ranch, California, United States

Steve Goldberg is the Assistant Vice President of Annuity Product Management at Pacific Life, where he leads the Annuity Intelligence Team. His expertise is in annuity strategic positioning and education. He holds an MBA from California State Polytechnic University-Pomona and a BA from UC Irvine, with previous roles at Jackson National Life.

His social media activity suggests a unique approach to business, using analogies like chess to explain complex financial topics such as premium financing.

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Experience
30 Years
Current Role
Assistant Vice President, Annuity Product Management
Job Level
Senior
Location
Ladera Ranch, California, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

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Priorities

Topics Steve cares about

Annuity Product Strategy
As AVP of Annuity Product Management, he frequently discusses the strategic positioning, design, and competitive intelligence of fixed and variable annuities.
Fiduciary Advice
He is focused on the role of annuities within a fiduciary framework, specifically targeting fee-based financial professionals and RIAs.
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Career

Work history

4-2017
Assistant Vice President, Annuity Product Management
Pacific Life
3-2012 - 3-2017
Director, Annuity Product Management
Pacific Life
10-2006 - 3-2012
Director Product Development
Pacific Life
12-1998 - 10-2006
Vice President, Product Development
Jackson National Life
1-1996 - 12-1998
Customer Service Rep
SunAmerica Financial Group
In the press

Media appearances

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Education
Master of Business Administration (MBA)
California State Polytechnic University-Pomona
Bachelor of Arts (B.A.)
UC Irvine
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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