Andrew Freeman
Relationship Manager at Principal Financial Group / Principal Securities Registered Representative
- Role
- Relationship Manager at Principal Financial Group
- Location
- Chicago, IL, US
- LinkedIn followers
- 500 followers
About Andrew Freeman
Thank you for visiting my LinkedIn page. As a retirement plan service professional…
Experience
Relationship Manager
Dec 2013 — Present · Chicago, IL, US
Work with client decision makers, consultants and advisors as primary contact in coordinating, conducting and leading retirement plan stewardship reviews for clients in the Chicagoland area regarding fiduciary issues, retirement plan trends, investment selection and monitoring.Guide plan sponsors through complex fiduciary questions and help to mitigate fiduciary risk.Build relationships with clients, brokers, advisors and primary contacts through follow-up and action items to manage retention and profitability efforts.Help plan sponsors reach participation and deferral goals by designing, consulting and implementing customized marketing and educational communication campaigns through virtual and onsite group and 1:1 meetings.
Education
University of Northern Iowa
Bachelor of Arts, Education, Spanish
1999 — 2004
Universidad de Oviedo
Spanish and Iberian Studies
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