Dana Luthi

Client Service Manager II at Principal Financial Group
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Contact Information
us****@****om
(386) 825-5501
Location
Winston-Salem, North Carolina, United States, US

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Credentials

  • Being an Effective Team Member
    LinkedIn
    Mar, 2023
    - Nov, 2024
  • Series 6 License
    FINRA
    Dec, 2022
    - Nov, 2024
  • Human Resources
    -

Experience

    • United States
    • Financial Services
    • 700 & Above Employee
    • Client Service Manager II
      • May 2021 - Present

    • United States
    • Financial Services
    • 700 & Above Employee
    • Client Service Associate/ Trust Officer
      • Nov 2010 - May 2021

  • The Mergis Group
    • Wachovia, Winston-Salem, NC
    • Client Services Consultant
      • 2010 - 2010

    • Managing Director, Client Services
      • Sep 2009 - Nov 2009

    • United States
    • Apparel & Fashion
    • 700 & Above Employee
    • Human Resources Coordinator
      • Feb 2008 - Apr 2009

    • United States
    • Business Consulting and Services
    • 1 - 100 Employee
    • Client Services Manager
      • 2005 - 2008

    • Human Resources Manager
      • Jun 1997 - Apr 2003

      Responsible for generalist human resources functions for 100 employees, promoting positive employee relations, improving benefit plan and facilitating external recruiting. Responsible for generalist human resources functions for 100 employees, promoting positive employee relations, improving benefit plan and facilitating external recruiting.

  • Church of the Nations
    • Athens, Georgia Area
    • Admin Assistant
      • 1997 - 1997

      Administrative assistant to 6 Pastors. Administrative assistant to 6 Pastors.

    • Facility/Payroll Manager
      • Apr 1994 - Jul 1996

      Responsible for bi-weekly payroll administration and record keeping of 100 employees, Managed office functions locally and assisted 4 other offices regionally. - Office Manager of American Mental Health Care Supervised office staff on a daily basis; handling interviewing and hiring of office staff, Prepared payroll and responsible for benefit administration, Screened and interviewed job applicants; evaluating qualifications against job requirements, A/P responsibility, and maintained petty cash, Responsible for purchasing, and general upkeep of office equipment. Show less

Education

  • Southern New Hampshire University
    BS, Organizational Leadership
    2023 -
  • Sam Houston State University
    1987 -
  • Forsyth Technical Community College
    Human Resources Management and Services

Community

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