Michael Borrelli Email & Phone Number
Senior Director-Distribution, Retirement Solutions @ Principal Financial Group
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Michael Borrelli Location
- New York, NY, US
Michael Borrelli Work
- 2019 -now Senior Director-Distribution, Retirement Solutions @
- 2018 -now Director - Retirement Services at Principal Financial and Principal Securities Registered Representative @
- 2014 -2018 Retirement Sales Representative @
- 2010 -2014 Senior Account Executive @
- 2008 -2010 Financial Advisor @
Michael Borrelli Education
- University of Maryland - Robert H. Smith School of Business
Bachelor's Degree (Finance)
2004-2008
Michael Borrelli Skills
- Defined Benefit
- Asset Management
- Qualified Retirement Plans
- 401(k)
- 403(b)
- Deferred Compensation
- Executive Benefit Strategies
- Pension Plans
- 401k
- Retirement Planning
- 401(k) Retirement Savings Plans
- 403 b
- Investments
Michael Borrelli Summary
- Michael Borrelli, based in New York, NY, US, is currently a Senior Director-Distribution, Retirement Solutions at Principal Financial Group. Michael Borrelli brings experience from previous roles at Principal Financial Group and Wells Fargo Advisors. Michael Borrelli holds a 2004 - 2008 Bachelor's Degree in Finance @ University of Maryland - Robert H. Smith School of Business. With a robust skill set that includes Defined Benefit, Asset Management, Qualified Retirement Plans, 401(k), 403(b) and more. Michael Borrelli has 1 emails and 1 mobile phone numbers on RocketReach.
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