Anna Cobb

Trust and Financial Professional

Role
Assistant Director - Consulting at Principal Financial Group
Location
Birmingham, AL, US
LinkedIn followers
500 followers
General Business & ManagementView LinkedIn profile

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

  1. Assistant Director - Consulting

    Principal Financial Group

    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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