Peter Quinn
Vice President, Distribution- Trust & Custody, Change in Control, Rabbi Trust, RIS at Principal®
- Role
- Vice President at Principal Financial Group
- Location
- Greensboro, NC, US
- LinkedIn followers
- 500 followers
About Peter Quinn
Experienced Vice President with a demonstrated history of working in the financial services industry. Strong professional skilled in Securities and Pension Funds. 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 skills list below does not imply licensure, training, or the ability to solicit products or services.
Experience
Vice President
Jun 2021 — Present
Education
UC Irvine
BA
1981 — 1985
Wake Forest University School of Business
MBA
1998 — 2000
Skills
- Investment Strategies
- Alternative Investments
- Wealth Management Services
- Asset Management
- Series 63
- Financial Advisory
- Pensions
- Defined Benefit
- Investment Advisory
- Series 7
- Financial Planning
- Portfolio Management
- Wealth Management
- 401k
- Series 6
- Investments
- Investment Management
- Executive Pay
- Equities
- Relationship Management
- Retirement Planning
- Securities
- Estate Planning
- Financial Services
- Retirement
- Strategic Financial Planning
- Fixed Annuities
- Asset Allocation
- Mutual Funds
- Employee Benefits
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