Tate B.
Institutional Relationship Manager at Principal Financial Group
- Role
- Institutional Relationship Manager at Principal Financial Group
- Location
- Orlando, FL, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Tate B.
As Sales Director for Principal Custody Solutions, I lead initiatives in trust and…
Experience
Institutional Relationship Manager
Jan 2023 — Present · US
Institutional Relationship Manager - Nonqualified Rabbi Trusts with Change in Control (no recordkeeping)
Education
William R. Boone High School
High School
1996 — 1999
UCF College of Business
Bachelor's Degree, Finance
1999 — 2004
Skills
- Retail Banking
- Series 65
- Finance
- Licensed Life & Health Insurance Agent
- Business Development
- Investments
- Special Events Coordination
- Salsa
- Small Business
- Productivity Coaching
- Social Media Marketing
- Training
- Variable Annuities
- Financial Advisory
- Strategic Financial Planning
- Strategy
- Latin Dance
- Risk Management
- Dance
- Public Speaking
- Customer Service
- Financial Services
- Series 6
- Leadership
- Management
- Marketing
- Retirement Planning
- Financial Planning
- Operational Efficiency
- Bachata
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