Experience

Principal Asset Management

• United States
• Investment Management
• 700 & Above Employee

• Associate Product Manager

  • Aug 2013 - Present



The Principal Financial Group

• Proposal Analyst

  • Apr 2005 - Aug 2013

  •Coordinate the development and distribution of retirement and investment products and services through RFP to outside parties for the purpose of strategically positioning The Principal’s capabilities in the marketplace to achieve Full Service Accumulation sales goals. •Work exclusively with prospective clients with plan assets in excess of $100 million. •Prepare expense illustrations and develop sample investment packages and investment comparisons. •Review and interpret investment and statistical data and present them in understandable and marketing-oriented format. •Strategize to develop creative administrative and retirement product solutions to accommodate client requests and needs. •Manage multiple projects and RFPs and met time sensitive deadlines on a consistent basis. •Complete various projects on a quarterly basis and present results/updates during team and/or department meetings. •Researched and maintained extensive product knowledge on retirement plans, including defined contribution, defined benefit, ESOP and nonqualified plans in order to deliver support and information to U.S. field offices Show less



Contact Center

• Investor Specialist II

  • Oct 2005 - Aug 2007

  · Provide retirement plan counseling, education, analysis and customer service to Institutional retirement plan participants. · Resolve customer questions and issues by providing detailed, time sensitive, and accurate information. · Work directly with plan participants to educate them on the importance of asset retention and accumulation to help plan for a secure retirement. · Maintain knowledge of extensive retirement products and services to effectively communicate with plan participants. · Assigned as primary mentor for multiple trainees. Provide formalized training and coaching while building trusted relationships in teaching correct job performance. Show less



The GAP

• Assistant Manager

  • Jan 2002 - Dec 2005

  · Assist the General Store Manager in sales generation, operations, and personnel management. · Train and develop sales associates and specialists. · Manage the merchandising and appearance of the store. · Plan and implement merchandising strategies for men’s and women’s product lines. · Assist the General Store Manager in sales generation, operations, and personnel management. · Train and develop sales associates and specialists. · Manage the merchandising and appearance of the store. · Plan and implement merchandising strategies for men’s and women’s product lines.



Shang Yuen Chinese Restaurant

• Manager/Owner

  • Dec 1995 - Jan 2005

  · Plan, organize, and follow up on food service activities. · Motivate employees to maintain and improve customer service and relationships. · Handle daily business transactions, records, and correspondences. · Negotiate with suppliers on purchase price and delivery dates. · Plan, organize, and follow up on food service activities. · Motivate employees to maintain and improve customer service and relationships. · Handle daily business transactions, records, and correspondences. · Negotiate with suppliers on purchase price and delivery dates.



Younkers

• Assistant Buyer ­ Designer Shoes

  • Jan 1998 - Jan 1999

  · Update and communicate with stores, key personnel, distribution center, and warehouse contacts. · Responsible for resolutions to trouble shipment with contacts. · Maintain reports including merchandise stock ledgers, purchase orders, override reports, markdown error reports, and style listings. · Make recommendations based on analysis on sales plans, markdown projections, and sales to stock imbalances. · Plan, organize, and follow up with advertising on in-store promotions, broadcasting, and newspaper ads. · Proof ads. Show less