Kieran Casey Email & Phone Number
Sr. Relationship Manager @ Principal Financial Group
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Kieran Casey Location
- Chicago, IL, US
Kieran Casey Work
- Sr. Relationship Manager @ (June 2022 - Present)
- Relationship Manager @ (February 2018 - June 2022)
- Retirement Planner @ (October 2015 - February 2018)
- Director - Retirement Plan Services @ (March 2015 - October 2015)
- Regional Sales Representative @ (June 2012 - March 2015)
- Retirement Plan Sales Associate @ (November 2010 - April 2012)
- Client Relationship Administrator @ (June 2007 - November 2010)
- New Business Consultant @ (March 2005 - June 2007)
- Client Relationship Associate @ (June 2004 - March 2005)
- Account Executive @ (September 2003 - April 2004)
Kieran Casey Education
- Indiana University Bloomington
Bachelor’s Degree (English)
1999-2003 - University of Massachusetts Amherst
Certificate of 401(k) Administration (Certificate of 401(k) Administration)
Kieran Casey Skills
- Series 63
- Series 6
- Series 7
- 401k
- Financial Advisory
- Consulting
- Audio Conferencing
- Insurance
- Sales Finance
- Sales
- Net
- Finance
- Intermediary
- Convert
- Driving
- Executive Positions
- Legal
- Third Party
- Data Conversion
- Florida
- Sentinel
- Management
- Calls
- Orchard
- Funding
- CRM
- Allocations
- Hiring
- PowerPoint
- Human Resources
- Business Relationship Management
- Face To Face
- Retirement Planning
- Valuation
- Sun Microsystems
- Retirement Plan Administration
- Business Services
- Education
- English
- 401K Retirement Savings Plans
- Asset Allocation
- Strategy
- Sold
- Qualified Retirement Plans
- Microsoft Excel
- New Business Development
- CareerBuilder
- Multinational
- Chicago
- Indiana
- Pensions
- Shareholders
- Business Development
- Advertising
- Workshops
- Marketing
- CRPC
- Brokers
- Designations
- Responsibility
- Internal Audit
- Policies and Procedures
- Regulations
- Sales Process
- Variable Life
- Labor Issues
- PeopleSoft
- Wire
- Educational Programs
- Orange County
- Financial Sales
- Investments
- Plan Administration
- Materials
- Consolidate
- Fostering
- Financial Services
- Morningstar
- Wealth Management
- Mutual Funds
- Business Planning
- Microsoft Word
- Asset
- Risk
- Problem Solving
- Trading
- Meetings
- Retirement
- 401 Retirement Savings Plans
Kieran Casey Summary
- Kieran Casey, based in Chicago, IL, US, is currently a Sr. Relationship Manager at Principal Financial Group. Kieran Casey brings experience from previous roles at Principal Financial Group, Fidelity Investments, SL Pensions and Deutsche Asset Management. Kieran Casey holds a 1999 - 2003 Bachelor’s Degree in English @ Indiana University Bloomington. With a robust skill set that includes Series 63, Series 6, Series 7, 401k, Financial Advisory and more. Kieran Casey has 2 emails and 1 mobile phone numbers on RocketReach.
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Julie Leclere
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Joe Koenigs
Managing Director - Private Debt Originations
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Renee Hamlen
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Jeremy Driscoll
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Tim Soderholm
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