Britney Morgan

Britney Morgan Email and Phone Number

Client Service Manager II at Principal Financial Group @ Principal Financial Group
des moines, iowa, united states
Britney Morgan's Location
Chester, Pennsylvania, United States, United States
Britney Morgan's Contact Details
About Britney Morgan

Series 6 and 63 Licensed

Britney Morgan's Current Company Details
Principal Financial Group

Principal Financial Group

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Client Service Manager II at Principal Financial Group
des moines, iowa, united states
Website:
principal.com
Employees:
16552
Britney Morgan Work Experience Details
  • Principal Financial Group
    Client Services Manager Ii
    Principal Financial Group Nov 2023 - Present
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  • Vanguard
    Client Relationship Administrator
    Vanguard May 2020 - Nov 2023
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  • The Vanguard Group
    Client Retirement Specialist
    The Vanguard Group Jul 2010 - Nov 2023
    Malvern,Pa
    • Demonstrated a solid understanding of the fundamentals of various retirement plans• Communicated plan offerings and educated participants on fund objectives, holdings and suitability• Cultivated and developed financial relationships for Vanguard’s institutional clients• Exceeded goals for asset retention consistently and attracted new business regularly• Coached and mentored new associates; served as a peer leader • Supported business development with technology enhancement
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  • Vangaurd
    Retirement Plan Associate
    Vangaurd May 2017 - Nov 2023

Britney Morgan Skills

Financial Planning Wealth Management Mutual Funds Public Speaking Retirement Financial Services Series 6 Investments Portfolio Management Retirement Planning Asset Allocation Series 63 Finance Securities 401k Rollovers Individual Pension Plans Employee Stock Options Qualified Retirement Plans Non Qualified Deferred Compensation

Britney Morgan Education Details

Frequently Asked Questions about Britney Morgan

What company does Britney Morgan work for?

Britney Morgan works for Principal Financial Group

What is Britney Morgan's role at the current company?

Britney Morgan's current role is Client Service Manager II at Principal Financial Group.

What is Britney Morgan's email address?

Britney Morgan's email address is qu****@****hop.com

What is Britney Morgan's direct phone number?

Britney Morgan's direct phone number is +126771*****

What schools did Britney Morgan attend?

Britney Morgan attended Lincoln University, Temple University - Fox School Of Business And Management.

What skills is Britney Morgan known for?

Britney Morgan has skills like Financial Planning, Wealth Management, Mutual Funds, Public Speaking, Retirement, Financial Services, Series 6, Investments, Portfolio Management, Retirement Planning, Asset Allocation, Series 63.

Who are Britney Morgan's colleagues?

Britney Morgan's colleagues are Mudit Dubey, Nathali Reyes, Nichole Stroud, Barbara Stetzel, Daniel T Hess, Alma Lopez, Sandra Wallace.

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