Bryan Sinclair
Internal Sales Manager - Retirement Solutions at Principal/Principal Securities Registered Representative
- Role
- Internal Sales Manager- Retirement Solutions at Principal Financial Group
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Bryan Sinclair
As a retirement plan sales professional for Principal®, I work closely with plan sponsors…
Experience
Internal Sales Manager- Retirement Solutions
Jul 2020 — Present
Education
University of North Carolina at Charlotte
BA
Skills
- Securities
- Retirement
- Strategic Financial Planning
- Business Analysis
- Training
- Brokerage
- Finance
- Financial Services
- Strategic Planning
- Leadership
- Relationship Management
- Series 7
- Series 63
- Retirement Planning
- Sales
- Asset Allocation
- Banking
- Mutual Funds
- Project Management
- Process Improvement
- Series 6
- Lotus Notes
- Call Centers
- Wealth Management
- Investments
- Customer Service
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