Anna Cobb
Trust and Financial Professional
- Role
- Assistant Director - Consulting at Principal Financial Group
- Location
- Birmingham, AL, US
- LinkedIn followers
- 500 followers
About Anna Cobb
Financial and Trust Professional: 9 years’ experience in the financial industry and banking combined with a Juris Doctor and MBA from Samford University, and a Bachelor’s in Finance, Banking, and Financial Services. Risk Accountability: Skilled at inaugurating initiatives and special projects to ensure compliance, mitigate corporate exposure and risk, minimize financial hardship and loss, and ensure integrity of company product mix. Thought Leadership: Serve as trusted team member, public speaker, and presenter to senior management providing data and insights that affect every part of the business, including audit and regulatory examinations, technology, corporate security, deal commitments, new products, and account disbursements.
Experience
Assistant Director - Consulting
Apr 2022 — Present
Trust and Custody, Technical Research and Legal Agreements Drafting, approving, redlining, and negotiating both ERISA related and non-related Defined Benefit and Defined Contribution Trust and Custody Agreements, Security Account Control Agreements, Non-Disclosure Agreements, Rabbi Trust Agreements, Reinsurance related Trust Agreements, NAIC Related Trust Agreements and Amendments. Discretionary Distributions Committee member.
Education
Samford University
Master of Business Administration (M.B.A.)
2014 — 2016
Samford University, Cumberland School of Law
Juris Doctor (J.D.)
2013 — 2016
University of Cambridge
International Law and Legal Studies
2015 — 2015
University of Alabama
Bachelor of Science (BS)
2010 — 2013
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