Steven Acosta

Steven Acosta has a diverse work experience in various companies and roles. Steven is currently working as the National Sales Director at Luma Financial Technologies since 2022. Previously, they served as the Vice President of Sales at Insurance Technologies from 2015 to 2022.

Before that, Steven worked at Oracle as the Sales Director, Financial Services, responsible for selling Oracle's Insurance Analytic Applications nationwide. Steven also held the position of Technology Sales Manager - National Accounts at Oracle.

Prior to their time at Oracle, Steven was the Vice President of Sales at Insurance Technologies from 2008 to 2013. In this role, they were tasked with driving the launch of a financial services sales and suitability platform for Distribution. Steven managed product creation, marketing, and sales remotely from New York.

Earlier in their career, Steven worked at DTCC in various roles such as Senior Relationship Manager, Insurance Services, Manager, Business Development, Distribution Services, Marketing Specialist/Vendor Management, and Participant Service Representative/Account Relationship Manager. During their time at DTCC, they actively managed key accounts, identified revenue opportunities, and facilitated profitable relationships.

Steven's earliest known role was as a Team Leader in ACATS (Automated Customer Account Transfers) at Fidelity Investments (NFS) from 1996 to 1999.

Steven Acosta has a Bachelor of Science (B.S.) degree in Communications, Spanish, and Finance from the University at Albany, SUNY. Steven also has completed the Securities Industry Institute (SII) program at The Wharton School.