Paul Hartman
Managing Director at Principal Financial Group, Principal Securities Registered Representative
- Role
- Managing Director at Principal Financial Group
- Location
- Minneapolis, MN, US
- LinkedIn followers
- 500 followers
About Paul Hartman
As a retirement plan service professional for Principal®, I work closely with plan…
Experience
Managing Director
Apr 2021 — Present · Minneapolis, MN, US
At Principal, our Mission in Retirement and Income Solutions is to help more people save enough, protect enough, and have enough in retirement, working with financial professionals, plan sponsors, and Third-Party Administrators (TPAs). Together, our organization and representatives are responsible for managing numerous local client relationships. Our organization can help you with your needs including 401(k), 403(b), ERISA 403(b) 457(b), 457(f), 457 Governmental, Non-Qualified, Defined Benefit, ESOP and Equity Compensation.
Education
Bethel University
BA, Business Management
2006 — 2008
Skills
- Asset Management
- Leadership
- Portfolio Management
- Series 63
- Series 7
- Financial Planning
- Investments
- Finance
- Retirement
- 401k
- Business Analysis
- Wealth Management
- Management
- Financial Services
- Retirement Planning
- Relationship Management
- Process Improvement
- Asset Allocation
- Banking
- Mutual Funds
- Risk Management
- Project Management
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