Don Healey Email & Phone Number
AVP, Plan Sponsor Operations @ Principal Financial Group
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Don Healey Location
- Scranton, PA, US
Don Healey Work
- 2024 - now AVP, Plan Sponsor Operations @
- 2023 - 2024 Vice President, Plan Compliance, Documents, and Fulfillment @
- 2022 - 2023 Vice President, Financial Operations and Retirement Plan Solutions @
- 2020 - 2022 Vice President, Financial Operations and Retirement Plan Solutions @
- 2018 - 2020 Vice President, Financial Operations, Non-Qualified Operations, and Service Assurance @
- 2016 - 2018 Vice President, Service Assurance @
- 2013 - 2016 Director, Service Assurance and Retail Operations @
- 2012 - 2013 Director, Client Experience Office - Participant Engagement Portfolio Manager @
- 2010 - 2012 Director, Relationship Management @
- 2010 - 2011 Director, Plan Maintenance and Complex Recordkeeping @
- 2008 - 2010 Manager, Support Services @
- 2006 - 2008 Manager, Financial Operations @
- 1997 - 2006 Investment Operations Specialist @
Don Healey Education
- University of Scranton
Master of Business Administration - MBA (Finance)
- University of Scranton
Bachelor of Science - BS (Business Management, Double Minor: History and Operations Management)
- Mid Valley Secondary Center
Academic (Academic)
Don Healey Skills
- Portfolio Management
- Investments
- Relationship Management
- Financial Services
- Risk Management
- Financial Analysis
- Retirement
- Strategic Financial Planning
- Business Analysis
- Process Improvement
- Finance
- Securities
- Mutual Funds
- Business Process
- Retirement Planning
- Wealth Management
- Business Process Improvement
- Financial Planning
- Business Relationship Management
- FINRA Designations: Series 6, 26, and 99
- Series 6
- Finra Designations
Don Healey Summary
- Don Healey, based in Scranton, PA, US, is currently a AVP, Plan Sponsor Operations at Principal Financial Group. Don Healey brings experience from previous roles at Empower and Prudential Financial. Don Healey holds a Master of Business Administration - MBA in Finance @ University of Scranton. With a robust skill set that includes Portfolio Management, Investments, Relationship Management, Financial Services, Risk Management and more. Don Healey has 2 emails and 1 mobile phone numbers on RocketReach.
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