Eddie Stone
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Eddie Stone Email & Phone Number

Relationship Manager, Principal Securities Registered Representative at Principal Financial Group
Location: Phoenix, Arizona, United States 6 work roles 2 schools
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Current company
Role
Relationship Manager, Principal Securities Registered Representative
Location
Phoenix, Arizona, United States

Who is Eddie Stone? Overview

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Quick answer

Eddie Stone is listed as Relationship Manager, Principal Securities Registered Representative at Principal Financial Group, based in Phoenix, Arizona, United States. AeroLeads shows a matched LinkedIn profile for Eddie Stone.

Eddie Stone previously worked as Institutional Retirement and Trust - Relationship Manager at Wells Fargo and Licensed Banker at Wells Fargo. Eddie Stone holds Bachelor'S Degree, Psychology from University Of North Carolina At Charlotte.

Company email context

Email format at Principal Financial Group

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Principal Financial Group

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Profile bio

About Eddie Stone

As a retirement plan Service professional for Principal®, I work closely with plan sponsors and financial professionals in the Southwest 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.Business-Building / Financial Professional Support Opportunities:- Sales presentations to prospective clients- Business development strategies- Plan design analysis- Investment benchmarking and analysisYou’re welcome to contact me at stone.eddie@principal.com and thank you for visiting my LinkedIn page. Insurance products issued by Principal National Life Insurance Co. (except in NY) and Principal Life Insurance Co. Plan administrative services offered by Principal Life. Principal Funds, Inc. is distributed by Principal Funds Distributor, Inc. Securities offered through Principal Securities, Inc., member SIPC (www.sipc.org) and/or independent broker/dealers. Principal National, Principal Life, Principal Funds Distributor, Inc. and Principal Securities are members of Principal Financial Group®, Des Moines, IA 50392. Eddie Stone is not licensed in all states to offer securities and insurance products. This site is not a solicitation of interest in any of these products or service in any state which the registered representative is not properly licensed.

Current workplace

Eddie Stone's current company

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Principal Financial Group
Principal Financial Group
Relationship Manager, Principal Securities Registered Representative
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6 roles

Eddie Stone work experience

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Relationship Manager, Principal Securities Registered Representative

Current

Des Moines, Iowa, Us

Jun 2021 - Present

Institutional Retirement And Trust - Relationship Manager

San Francisco, California, Us

May 2016 - Jun 2021

Licensed Banker

San Francisco, California, Us

Apr 2014 - May 2016

Aml Analyst

New York, New York, Us

May 2012 - Apr 2014

Transitions Manager

San Diego, Ca, Us

Jul 2010 - Dec 2011

Retirement Consultant

New York, Ny, Us

Jul 2007 - Jun 2009
2 education records

Eddie Stone education

Bachelor'S Degree, Psychology

University Of North Carolina At Charlotte

Master Of Business Administration (Mba), Finance And Financial Management Services

Keller Graduate School Of Management Of Devry University
FAQ

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Quick answers generated from the profile data available on this page.

What company does Eddie Stone work for?

Eddie Stone works for Principal Financial Group.

What is Eddie Stone's role at Principal Financial Group?

Eddie Stone is listed as Relationship Manager, Principal Securities Registered Representative at Principal Financial Group.

Where is Eddie Stone based?

Eddie Stone is based in Phoenix, Arizona, United States while working with Principal Financial Group.

What companies has Eddie Stone worked for?

Eddie Stone has worked for Principal Financial Group, Wells Fargo, Citibank, Lpl Financial, and Tiaa.

How can I contact Eddie Stone?

You can use AeroLeads to view verified contact signals for Eddie Stone at Principal Financial Group, including work email, phone, and LinkedIn data when available.

What schools did Eddie Stone attend?

Eddie Stone holds Bachelor'S Degree, Psychology from University Of North Carolina At Charlotte.

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