Eddie Stone Email & Phone Number
Relationship Manager, Principal Securities Registered Representative @ Principal Financial Group
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Eddie Stone Location
- Phoenix, AZ, US
Eddie Stone Work
- Relationship Manager, Principal Securities Registered Representative @ (June 2021 - Present)
- Institutional Retirement and Trust - Relationship Manager @ (May 2016 - June 2021)
- Licensed Banker @ (April 2014 - May 2016)
- AML Analyst @ (May 2012 - April 2014)
- Transitions Manager @ (July 2010 - December 2011)
- Retirement Consultant @ (July 2007 - June 2009)
Eddie Stone Education
- Keller Graduate School of Management of DeVry University
Master of Business Administration (MBA) (Finance and Financial Management Services)
2004-2005 - University of North Carolina at Charlotte
Bachelor's degree (Psychology)
1998-2002
Eddie Stone Skills
- Career Management
- Customer Retention
- Customer Service
- Financial Services
- Investment Education
- Key Account Relationship Building
- Leadership
- Negotiation
- New Business Development
- Plan Design
- Presentations
- Problem Solving
- Professional Development
- Qualified Retirement Plans
- Relationship Building
- Retirement Plan Consulting
- Retirement Planning
- Sales & Marketing
- Series 6
- Strategic Planning
- Team Building
Eddie Stone Summary
- Eddie Stone, based in Phoenix, AZ, US, is currently a Relationship Manager, Principal Securities Registered Representative at Principal Financial Group. Eddie Stone brings experience from previous roles at Wells Fargo, Citibank and LPL Financial. Eddie Stone holds a 2004 - 2005 Master of Business Administration (MBA) in Finance and Financial Management Services @ Keller Graduate School of Management of DeVry University. With a robust skill set that includes Career Management, Customer Retention, Customer Service, Financial Services, Investment Education and more. Eddie Stone has 1 emails on RocketReach.
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