Experience

Principal Asset Management

• United States
• Investment Management
• 700 & Above Employee

• Director - US Strategic Client Group, DCIO

  • Jun 2014 - Present



Principal Financial Group

• United States
• Financial Services
• 700 & Above Employee

• Assistant Director Advisor Services

  • Jun 2009 - Jun 2014

  Responsible for the creation and execution of the Advisor marketing strategy for The Principal’s Retirement Full Service Accumulation division. Lead development and analysis of advisor focused marketing programs ensuring they align with business strategies and overall corporate marketing strategies. Develop and deliver advisor value-add, practice management and service programs that align with advisor-centric business focus.

• Sr. Sales Consultant

  • Jun 2002 - Jun 2009

  Provide qualified and nonqualified retirement consulting services to larger (excess of $100 million in AUM), more complex prospects, existing clients and advisors as well as the sales force and business unit employees. Partner with the Managing Directors-Institutional Sales and national sales force, to facilitate, coordinate and guide the entire sales process from the initial quote cycle through the finalist presentation and sold plan.

• RFP Coordinator

  • Jun 1999 - May 2002

  Coordinated and responded to Request for Proposal from retirement plan sponsors requesting 401(k), defined benefit, ESOP and nonqualified plan services. Consulting constantly with sales partner and corporate resoures to develop a customized response that best positioned The Principal for the business. While a member of the RFP team teams short-list (defined as number of RFPs that made it to the next round) was 60%.