Sondra McVeigh
AVP of Client Onboarding and Deconversion Services, Principal Securities Registered Representative
- Role
- AVP of Client Onboarding and Deconversion Services at Principal Financial Group
- Location
- Phoenix, AZ, US
- LinkedIn followers
- 500 followers
About Sondra McVeigh
Insurance products issued by Principal National Life Insurance Co.(except in NY) and…
Experience
AVP of Client Onboarding and Deconversion Services
Feb 2023 — Present
Education
Saint Joseph's University - Erivan K. Haub School of Business
Master of Business Administration
West Chester University of Pennsylvania
Bachelor of Science
Skills
- Investments
- Retirement
- Strategic Financial Planning
- Microsoft Excel
- Strategic Planning
- Series 6
- Retirement Planning
- Series 63
- Finance
- Financial Services
- Crm
- Management
- 401(K) Retirement Savings Plans
- Financial Planning
- Project Management
- 401k
- Customer Service
- Employee Benefits
- Relationship Management
- Process Improvement
- Microsoft Office
- Social Media
- Leadership
- Mutual Funds
- Risk Management
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.