Catherine Francis

Catherine Francis Email and Phone Number

Senior Learning and Development Consultant II at Principal Financial Group @ Principal Financial Group
des moines, iowa, united states
Catherine Francis's Location
United States, United States
Catherine Francis's Contact Details

Catherine Francis work email

Catherine Francis personal email

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About Catherine Francis

As a retirement plan professional for Principal®, I work closely with plan sponsors and financial professionals to help provide services to our clients, including, fiduciary support, plan investment reviews, retirement plan design consulting, plan compliance and participant education.At Principal®, our Mission in Retirement and Income Solutions is to help more people save enough, protect enough, and have enough in retirement, working with financial professionals, plan sponsors, and Third-Party Administrators (TPAs).Together, our organization and representatives are responsible for managing numerous local client relationships. Our organization can help you with your needs including 401(k), 403(b), ERISA 403(b) 457(b), 457(f), 457 Governmental, Non-Qualified, Defined Benefit and ESOP and Equity Compensation. Insurance products issued by Principal National Life Insurance Co. (except in NY) and Principal Life Insurance Company®. Plan administrative services offered by Principal Life. Securities offered through Principal Securities, Inc., member SIPC (www.sipc.org) and/or independent broker/dealers. Referenced companies are members of Principal Financial Group®, Des Moines, IA 50392.Content provided via links to third-party sites should not be considered an endorsement of third-party content. We make no representation as to the completeness or accuracy of information provided at these websites. Catherine Francis may not be licensed in all states to offer securities and insurance products. This site is not a solicitation of interest in any of these products or services in any state which the registered representative is not properly licensed.Insurance products issued by Principal National Life Insurance Co. (except in NY), Principal Life Insurance Co., and the companies available through the Preferred Product Network, Inc. Plan administrative services offered by Principal Life. Securities and advisory products offered through Principal Securities, Inc., Member SIPC (www.sipc.org). Referenced companies are members of the Principal Financial Group®, Des Moines, IA 50392. Catherine Francis, Principal National and Principal Life Financial Representative, Principal Securities Registered Representative, Investment Adviser Representative (or Financial Advisor).

Catherine Francis's Current Company Details
Principal Financial Group

Principal Financial Group

View
Senior Learning and Development Consultant II at Principal Financial Group
des moines, iowa, united states
Website:
principal.com
Employees:
16552
Catherine Francis Work Experience Details
  • Principal Financial Group
    Senior Learning And Development Consultant Ii
    Principal Financial Group Feb 2024 - Present
  • Principal Financial Group
    Senior Learning And Development Analyst & Quality Assurance
    Principal Financial Group May 2022 - Present
  • Principal Financial Group
    Financial Counselor
    Principal Financial Group Feb 2021 - May 2022
    •Principal Connection Counselor:•Insurance products from the Principal Financial Group® are issued by Principal National Life Insurance Company (except in New York) and Principal Life Insurance Company. Plan Administrative Services offered by Principal Life. Securities offered through Principal Securities, Inc., 800/247-1737, member SIPC. Banking Products are offered by Principal Bank, Member FDIC. Principal Bank, Principal National, Principal Life and Principal Securities are members… Show more •Principal Connection Counselor:•Insurance products from the Principal Financial Group® are issued by Principal National Life Insurance Company (except in New York) and Principal Life Insurance Company. Plan Administrative Services offered by Principal Life. Securities offered through Principal Securities, Inc., 800/247-1737, member SIPC. Banking Products are offered by Principal Bank, Member FDIC. Principal Bank, Principal National, Principal Life and Principal Securities are members of the Principal Financial Group®, Des Moines, IA 50392. Catherine Francis, Principal National and Principal Life Financial Representative, Principal Securities Registered Representative.•Investment and Insurance products are:·Not insured by the Federal Deposit Insurance Corporation (FDIC) or Any Federal Government Agency,·Not a Deposit, Obligation of, or Guaranteed by, Principal Bank or Any Banking Affiliate·May Lose Value, Including Possible Loss of the Principal Amount Invested. Show less
  • Raymond James
    Wealth Management Specialist
    Raymond James Jul 2020 - Feb 2021
    Naples, Florida, United States
    Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond… Show more Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smrja.htmRaymond James & Associates, Inc., Member New York Stock Exchange/SIPC Show less
  • Morgan Stanley
    Financial Advisor & Financial Planning Specialist
    Morgan Stanley Jul 2017 - Jan 2020
    San Francisco Bay Area
    © 2019 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following… Show more © 2019 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.htmlNMLS#: 1813949 Show less
  • Los Gatos Union School District
    Educator
    Los Gatos Union School District Jul 2016 - Jul 2017
    Los Gatos, California
  • Andover Public Schools (Massachusetts)
    Educator, Advisor & Mentor
    Andover Public Schools (Massachusetts) Sep 2001 - Jun 2016
    Andover, Massachusetts
  • Phillips Academy
    Instructor, House Counselor & Coach
    Phillips Academy Jun 2004 - Aug 2004
  • Verizon
    Corporate Sales Account Manager
    Verizon Jul 2000 - Sep 2001
    Greater Boston Area

Catherine Francis Skills

Financial Planning Executive Leadership Public Speaking Curriculum Development Teacher Training Tutoring

Catherine Francis Education Details

Frequently Asked Questions about Catherine Francis

What company does Catherine Francis work for?

Catherine Francis works for Principal Financial Group

What is Catherine Francis's role at the current company?

Catherine Francis's current role is Senior Learning and Development Consultant II at Principal Financial Group.

What is Catherine Francis's email address?

Catherine Francis's email address is ca****@****hoo.com

What is Catherine Francis's direct phone number?

Catherine Francis's direct phone number is +197860*****

What schools did Catherine Francis attend?

Catherine Francis attended Boston College, University Of Massachusetts Lowell, University Of Massachusetts Lowell, Loyola University Chicago, Brooks School, University Of Massachusetts Lowell.

What skills is Catherine Francis known for?

Catherine Francis has skills like Financial Planning, Executive Leadership, Public Speaking, Curriculum Development, Teacher Training, Tutoring.

Who are Catherine Francis's colleagues?

Catherine Francis's colleagues are Annette Nugent, Matt Burrell, Gabriel Umana, Deborah Anderson, Samantha Ritz, Lalit Mohan Joshi, Santiago Ramirez.

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