David van Vleet

Regional Director in Advisor Care @Principal Financial Group

Charlotte, NC, US

Responsible for managing a team of relationship managers in Customer Care.• Develops and implements business delivery and client servicing strategies within their region consistent with the overall service models strategy.• Clients include a wide range of corporate and nonprofit entities and other interested parties (i.e. Advisors, Consultants, etc.).• Leads and develops relationship management staff; directing their activities to meet objectives of service delivery, client retention, revenue growth and new client development.• Support sales efforts within the territory. Support product and service units to assure the delivery of quality services to the customer.• Promotes and represent the PFG within the marketplace.• Develops and maintains working relationships with internal and external business partners.Insurance products issued by Principal National Life Insurance Company (except in NY) and Principal Life Insurance Company®. Plan administrative services offered by Principal Life. Securities offered through Principal Securities, Inc, member SIPC and/or independent broker/dealers. Referenced companies are members of Principal Financial Group®, Des Moines, IA 50392.Content provided via links to third-party sites should not be considered an endorsement of third-party content. We make no representation as to the completeness or accuracy of information provided at these websites.David Van Vleet is not licensed in all states to offer securities and insurance products. This site is not a solicitation of interest in any of these products or service in any state which the registered representative is not properly licensed.

Western Carolina University

Corporate Finance