Katrina Porter Email & Phone Number
Senior Associate, Client Onboarding Manager @ Principal Financial Group
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Katrina Porter Location
- Atlanta, GA, US
Katrina Porter Work
- 2024 -now Senior Associate, Client Onboarding Manager @
- 2021 -2024 Senior Client Implementation Manager @
- 2016 -2020 Defined Contribution Delivery Specialist @
- 2016 -2020 Defined Contribution Client Specialist @
- 2016 -2016 Senior Pension Analyst @
- 2002 -2015 Retirement Plan Sales Associate @
Katrina Porter Education
- Shorter University-College of Adult & Professional Programs
Katrina Porter Skills
- Series 63
- 401k
- Retirement
- Series 6
- FINRA
- Asset Allocation
- Life Insurance
- Retirement Plan Consulting
- Retirement Planning
- Variable Annuities
- Financial Services
- Wealth Management
- Insurance
- Investments
- Pensions
- Employee Benefits
- Securities
- Mutual Funds
- Sales
- Defined Benefit
- Relationship Management
- Project Management
- Marketing
- Account Management
- Program Management
- Analysis
Katrina Porter Summary
- Katrina Porter, based in Atlanta, GA, US, is currently a Senior Associate, Client Onboarding Manager at Principal Financial Group. Katrina Porter brings experience from previous roles at Principal Financial Group, Aon, Alight Solutions and My Benefits, LLC & First Party Administrator, LLC. Katrina Porter holds a Shorter University-College of Adult & Professional Programs. With a robust skill set that includes Series 63, 401k, Retirement, Series 6, FINRA and more. Katrina Porter has 2 emails and 1 mobile phone numbers on RocketReach.
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