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Richard Brunner

Client Service Manager at Principal Financial Group

Role
Client Service Manager at Principal Financial Group
Location
Raleigh-Durham-Chapel Hill, NC, US
LinkedIn followers
500 followers
Customer/Client ServiceView LinkedIn profile

About Richard Brunner

FINANCIAL/TECHNICAL PROFESSIONAL Financial/Technical professional with 20+ years in…

Experience

  1. Client Service Manager

    Principal Financial Group

    Feb 2021 — Present · Raleigh-Durham-Chapel Hill, NC, US

Education

  • State University of New York Institute of Technology at Utica/Rome

    BS

Skills

  • Asset Management
  • Asset Managment
  • Investments
  • Asset Allocation
  • Mutual Funds
  • Risk Management
  • Relationship Management
  • Capital Markets
  • Client Service Oriented
  • Client Services
  • Investment Strategies
  • Alternative Investments
  • Financial Advisory
  • Finance
  • Equities
  • Fixed Income
  • Financial Services
  • Wealth Management
  • Business Relationship Management
  • Portfolio Management

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Richard Brunner — Client Service Manager at Principal Financial Group in Raleigh-Durham-Chapel Hill, NC, US | Unifers