Sunita Advaney
Director - National Accounts - U s Client Group @Principal Asset Management
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WORK HISTORY
Director - National Accounts - U s Client Group @Principal Asset Management
New York, NY, US
Responsible for expanding distribution with third party relationships across sub-advisory, mutual funds, ETF\'s, VIT funds and CIT\'s. All affiliated boutiques under Principal Global Investors (PGI) including Alternative strategies are represented. Annual asset gathering goals range from $1 - 3 BN. Emphasis is on building strategic partnerships across firms that have sub-advised mutual fund and/or variable insurance trust funds. Third party distribution platforms span across insurance companies, mutual fund sub-advised platforms and wealth management.
EDUCATION
Hofstra University
BA
ABOUT SUNITA ADVANEY
Sunita Advaney is a Director for National Accounts at Principal Asset Management. Principal Asset Management is the asset management division of the Principal Financial Group. Sunita joined the firm in April 2014 and is responsible for covering all investment boutiques under Principal to help develop new national account relationships across Sub-Advisory, Mutual Fund, ETF, VIT, CIT & Private Real Estate Fund opportunities. Prior to her current role, Sunita was a Director at Munder Capital Management, Wells Capital Management and VP at Deutsche Asset Management. In all of these capacities, she was charged with building the Sub-Advisory, DCIO & Trust/Private Bank distribution channels. She has 24 years of industry experience developing various institutional business lines. She received a bachelor\'s degree in International Business from Hofstra University. She holds licenses for Series 3, 30, 6, 63, 65 and 7. You are welcome to contact me at a••••••••@principal.com and thank you for visiting my LinkedIn The skills list below does not imply licensure, training, or the ability to solicit products or services.
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