Shawn McDowell

Retirement Specialist @Principal Financial Group

Charlotte, NC, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Apr 2021 — Present

Retirement Specialist @Principal Financial Group

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Provide accurate and timely documentation and process financial transactions. I am FINRA registered with a Series 6 securities license- 401K, 457, Non-Qualified, ESOP, 403B, Home Office, and Defined Contribution, and Pension Plans

EDUCATION

2015 — 2018

Queens University of Charlotte

Master's degree, Business Administration and Management, General

N/A

Queens University of Charlotte

Master of Business Administration

1999 — 2005

University of North Carolina at Charlotte

Bachelor's degree, Anthropology, Criminal Justice

N/A

University of North Carolina at Charlotte

Bachelor of Arts, Cultural Anthropology

ABOUT SHAWN MCDOWELL

Experienced Retirement Services and Customer Retention Consultant with a demonstrated work history in financial services, non-profit organizations and marketing firms. Specialties: Retirement Plan Servicing, Customer Service, Insurance Sales, Mortgage Refinance, Cross Cultural Consulting, Relationship Management, Financial Advising, Microlending, Mediation, Research and International Volunteer Work.

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Shawn McDowell — Retirement Specialist at Principal Financial Group in Charlotte, NC, US | Unifers