Melissa Couch
Director Advisory Operations at Principal Financial Group
- Role
- Director Advisory Operations at Principal Financial Group
- Location
- South Grafton, MA, US
- LinkedIn followers
- 500 followers
OperationsView LinkedIn profile
About Melissa Couch
Investment professional with over 20 years of experience: retail sales, broker-dealer…
Experience
Director Advisory Operations
Mar 2025 — Present
Education
Northern Kentucky University
Master of Business Administration (MBA)
2004 — 2006
Gettysburg College
Bachelor's degree
1993 — 1997
Skills
- Financial Advisory
- Series 7
- Separately Managed Accounts
- Finra Series 6,7,63 and 24
- Securities
- Mutual Funds
- Due Diligence
- Asset Management
- Portfolio Management
- Wealth Management
- Insurance
- Series 63
- Marketing
- Retirement Planning
- Etfs
- Investment Advisory
- Investments
- Relationship Management
- Financial Services
- Variable Annuities
- Aif
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