Principal Financial Group
Senior Regional Managing Director
Principal Financial Group Jan 1987 - Dec 2015
Regional Managing Director at Principal Financial Group
Principal Financial Group Jan 1987 - Dec 2015
Regional Managing Director
Principal Financial Group May 1981 - Dec 1986
Principal Securities Registered Representative and Financial Advisor
May 1981 - Dec 1986
Senior Regional
Education:
The American College of Financial Services 2007 - 2007
The American College of Financial Services 1988
Doane University 1977 - 1981
Bachelors, Bachelor of Business Administration, Business Administration, Management, Business Administration and Management
Skills:
Buy Sell Agreements Buy Sell Review Charitable Giving Executive Benefit Strategies Financial Needs Analysis Income Protection Informal Business Valuation Key Person Insurance Long Term Care Insurance Mutual Funds Pension Plans Split Dollar Plans Supplemental Retirement Income Survivor Income Tax Deferred Savings Term Life Insurance Universal Life Insurance Annuities Fixed Annuities Variable Annuities Asset Allocation Analysis Business Continuation College Funding Deferred Compensation Plans Estate Planning Strategies Iras Traditional Iras Roth Iras Wealth Accumulation Strategies Annuities Asset Allocation Business Continuation Strategies Business Overhead Expense College Funding Strategies Deferred Compensation Dental Insurance Estate Planning Iras Wellness Programs Wealth Accumulation
Interests:
In My Free Time I Enjoy Investing Exercising Yardwork
Languages:
English
Certifications:
Life & Health Insurance License Series 6 & 63 Securities Licenses Series 7 & 65 Securities Licenses Series 24 Securities License