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
- Senior Director-Distribution, Retirement Solutions @ (January 2019 - Present)
- Director - Retirement Services at Principal Financial and Principal Securities Registered Representative @ (January 2018 - Present)
- Retirement Sales Representative @ (June 2014 - January 2018)
- Senior Account Executive @ (January 2010 - January 2014)
- Financial Advisor @ (August 2008 - November 2010)
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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