Joy D. Email & Phone Number
Relationship Manager @ Principal Financial Group
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Joy D. Location
- Costa Mesa, CA, US
Joy D. Work
- 1998 -now Relationship Manager @
- 1998 -1998 Senior Benefit Analyst @ Compensation Resource Group
- 1995 -1998 Account Executive @ Cal-Surance
- 1991 -1994 Accountant and Office Manager @ Friends of Chaim Sheba Organization
Joy D. Education
- St.Theresa's College
Bachelor's Degree (Bachelor's Degree, Accounting & Economics)
1980-1985
Joy D. Skills
- 401k
- Retirement
- Series 7
- Pensions
- Retirement Plan Consulting
- Series 65
- Series 63
- Retirement Planning
- Investments
- Employee Benefits
- Mutual Funds
- Alternative Investments
- High Net Worth Individuals
- Qualified Retirement Plans
- Financial Services
- Defined Contribution
- Disability Insurance
- Profit Sharing
- Financial Advisory
- Investment Management
- 401(k) Retirement Savings Plans
- 401K Retirement Savings Plans
- Strategic Planning
- Microsoft Excel
- Training
- Project Management
- 401 Retirement Savings Plans
Joy D. Summary
- Joy D., based in Costa Mesa, CA, US, is currently a Relationship Manager at Principal Financial Group. Joy D. brings experience from previous roles at Compensation Resource Group, Cal-Surance and Friends of Chaim Sheba Organization. Joy D. holds a 1980 - 1985 Bachelor's Degree in Bachelor's Degree, Accounting & Economics @ St.Theresa's College. With a robust skill set that includes 401k, Retirement, Series 7, Pensions, Retirement Plan Consulting and more. Joy D. has 1 emails and 1 mobile phone numbers on RocketReach.
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