Sri Reddy

About Sri Reddy

Versatile, data and intuitively driven executive with diverse experiences across disciplines, industry sectors, organizations and geographic locations.• Adept at formulating creative solutions and identifying new markets to address with existing capabilities. • Entrepreneurial, execution focused leader with strong presence and effective communication skills. • Passionate and committed to enabling and delivering lifelong financial security for all Americans.• Policy and industry influencer through various appointments including to the ERISA Advisory Council at the US Department of Labor, serving currently serving on the board of trustees for the Employee Benefits Research Institute, and as the Advocacy co-chair at the Insured Retirement Institute.• Frequent media contributor to popular outlets: The Wall Street Journal, The New York Times, The Washington Post, USA Today, CNBC, Fox Business News and Kiplinger’s Personal Finance among others• Speaker -(Representative Sample of Engagements) Selling to the Over 50s Market, London (Keynote Address); S&P Insurance Industry Conference, New York; Institutional Investor Defined Contribution Conference, Half Moon Bay; IRI Legal & Regulatory Summit, Washington; PSCA Annual Conference, Amelia Island; LIMRA/LOMA/SOA, Las Vegas; Plan Sponsor Conference, New York; OECD-IOPS Global Forum on Private Pensions, Seoul, Korea• Authored or contributed to a number of thought leadership pieces including: ‘Better Participant Outcomes through In-Plan Guaranteed Retirement Income’; ‘Americans Concerned About Outliving Their Money’; ‘Guaranteed Lifetime Income and the Importance of Plan Design’; and ‘Five Decisions for Plan Sponsors\'

Experience

1. SVP, Retirement and Income Solutions Chairman, Principal Bank, Fsb

   Principal Financial Group

   Jan 2018 — Present · Des Moines, IA, US

   Leader of Principal’s Trust & Custody, Retail Annuity, Pension Risk Transfer, Defined Benefit, and Principal Bank businesses. Principal is a trillion dollar trust and custody provider, a retirement income leader providing pension risk transfer solutions and annuities and top 5% national and Iowa\'s largest domiciled bank.•Responsible for the overall strategic performance and growth of the division by overseeing distribution, relationship management, product line management, operations, customer experience, marketing, and financial management. •Enterprise accountability for serving as a thought and practice leader & policy influencer for individual savings and retirement income.

Education

• Baylor University

  Bachelors in, Economics

• The Tuck School of Business at Dartmouth

  Executive Education, Leadership Exploration Program

  2008

• Thunderbird School of Global Management

  Masters in International Management, Finance

  1998