Melville Waithe
National Director at Principal Financial Group
- Role
- National Director - Head of Succession and Practice Management at Principal Financial Group
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Melville Waithe
Seasoned financial services leader with extensive experience in Wealth Management sales…
Experience
National Director - Head of Succession and Practice Management
Feb 2024 — Present · Charlotte, NC, US
Insurance products issued by Principal National Life Insurance Company (except in NY), Principal Life Insurance Company®, and the companies available through the Preferred Product Network, Inc. Securities and advisory products offered through Principal Securities, Inc. member SIPC. Referenced companies are members of the Principal Financial Group®, Des Moines, IA 50392. Principal National and Principal Life Financial Representative, Principal Securities Registered Representative.
Education
University of Phoenix
Master of Business Administration (MBA)
University of Phoenix
Bachelor of Science (B.S.) in Business
Skills
- Leadership
- Retirement Planning
- Sales Coaching
- Client Relations Management
- Banking
- Mutual Funds
- Team Management
- Investments
- Mentoring
- Financial Services
- Securities
- Insurance
- Wealth Management
- Sales
- Investment Strategies
- Project Management
- Insights Client Practitioner
- Csp Master Coach
- Training
- Business Management
- Insights Practitioner
- Fixed & Variable Annuities
- Pension Plans
- Brokerage Services
- Sales Management
- Finance
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