AeroLeads people directory · profile

Mary E. Lacey Email & Phone Number

Client Service Manager at Principal Financial Group -Retirement & Income Solutions at Principal Financial Group
Location: Anoka, Minnesota, United States 6 work roles 1 school
2 work emails found @principal.com LinkedIn matched
4 data sources Profile completeness 100%

Contact Signals · 2 work emails

Work email m****@principal.com
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Principal Financial Group
Role
Client Service Manager at Principal Financial Group -Retirement & Income Solutions
Location
Anoka, Minnesota, United States
Company size
16552 employees

Who is Mary E. Lacey? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Mary E. Lacey is listed as Client Service Manager at Principal Financial Group -Retirement & Income Solutions at Principal Financial Group, a company with 16552 employees, based in Anoka, Minnesota, United States. AeroLeads shows a work email signal at principal.com and a matched LinkedIn profile for Mary E. Lacey.

Mary E. Lacey previously worked as Sr Client Services Manager at Principal Financial Group and Client Account Manager at Wells Fargo. Mary E. Lacey holds Certified Retirement Services Professional (Crsp) from The Institue Of Certified Bankers.

Company email context

Email format at Principal Financial Group

This section adds company-level context without repeating Mary E. Lacey's masked contact details.

{first_initial}{last}@principal.com
82% confidence

AeroLeads found 2 current-domain work email signals for Mary E. Lacey. Compare company email patterns before reaching out.

View email format View company profile Management contacts
Profile bio

About Mary E. Lacey

Mary E. Lacey is a Client Service Manager at Principal Financial Group -Retirement & Income Solutions at Principal Financial Group. She possess expertise in 401k, deferred compensation, pensions, employee benefits, retirement and 8 more skills.

Listed skills include 401K, Deferred Compensation, Pensions, Employee Benefits, and 9 others.

Current workplace

Mary E. Lacey's current company

Company context helps verify the profile and gives searchers a useful next step.

Principal Financial Group
Principal Financial Group
Client Service Manager at Principal Financial Group -Retirement & Income Solutions
des moines, iowa, united states
Website
principal.com
Employees
16552
AeroLeads page
Company profile
View company profile Email format
6 roles · 32 years

Mary E. Lacey work experience

A career timeline built from the work history available for this profile.

Client Account Manager

Wells Fargo

Roseville, Minnesota, United States

Oversee and direct the day to day operations, customer experience, reconciliations and escalationsCoordinate responses to internal and external auditsAssist clients with IRS and ERISA guidelinesNew business and re-bids salesWorking with payroll vendors and advisors

2005 - Jun 2021

Client Services Administrator

Wells Fargo

Denver, Colorado, United States

Assist at employee educational meetings, annual service reviews, transition meetings, and benefit fairs.Monitor overdrafts, un-invested cash, and transactions via the trust systemPlan Document updatesWork with auditors on plan audits

2002 - 2005 ~3 yrs

Retirement Plan Specialist

Wells Fargo

Roseville, Minnesota, United States

Processed contributions, loans, distributionsTrained new employeesSystem testingProblem resolution

1999 - 2002 ~3 yrs

Phone Banker

Wells Fargo

Minneota, Minnesota, United States

Customer service to retail and commercial customersResearch complex customer issues and provide resolutionTrained new employeesAchieve sales goals

1997 - 1999 ~2 yrs

Lead Teller

Wells Fargo

Bloomington, Minnesota, United States

Commercial and ATM support for Daily Deposit processingReconciliation and maintenance of specified cash levels as well as tell difference and general ledger accountsAct as liaison between bank and auditTraining new employees

1994 - 1997 ~3 yrs
Team & coworkers

Colleagues at Principal Financial Group

Other employees you can reach at principal.com. View company contacts for 16552 employees →

EW Emily Wille Emily Wille Colleague at Principal Financial Group Amelia, Ohio, United States, United States View → SD S Deepthi S Deepthi Colleague at Principal Financial Group Englewood, Colorado, United States, United States View → LE Luis Eduardo Luis Eduardo Colleague at Principal Financial Group Mexico, Mexico View → MH Md Hasmarul Fadzir Md Hasmarul Fadzir Colleague at Principal Financial Group Puchong, Selangor, Malaysia, Malaysia View → ZR Zach Robertson Zach Robertson Colleague at Principal Financial Group Ankeny, Iowa, United States, United States View → CC Carol Cariglia Carol Cariglia Colleague at Principal Financial Group Worcester, Massachusetts, United States, United States View → JC Jessica Chase Jessica Chase Colleague at Principal Financial Group Brooksville, Florida, United States, United States View → GA Gustavo Avila Krakatoa Gustavo Avila Krakatoa Colleague at Principal Financial Group Mexico, Mexico View → LG Liz Grow Liz Grow Colleague at Principal Financial Group Des Moines, Iowa, United States, United States View → EL Eric Little, Mba Eric Little, Mba Colleague at Principal Financial Group Des Moines Metropolitan Area, United States View →
1 education record

Mary E. Lacey education

  • The Institue Of Certified Bankers
    The Institue Of Certified Bankers
    Certified Retirement Services Professional (Crsp)
FAQ

Frequently asked questions about Mary E. Lacey

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

What company does Mary E. Lacey work for?

Mary E. Lacey works for Principal Financial Group.

What is Mary E. Lacey's role at Principal Financial Group?

Mary E. Lacey is listed as Client Service Manager at Principal Financial Group -Retirement & Income Solutions at Principal Financial Group.

What is Mary E. Lacey's email address?

AeroLeads has found 2 work email signals at @principal.com for Mary E. Lacey at Principal Financial Group.

Where is Mary E. Lacey based?

Mary E. Lacey is based in Anoka, Minnesota, United States while working with Principal Financial Group.

What companies has Mary E. Lacey worked for?

Mary E. Lacey has worked for Principal Financial Group and Wells Fargo.

Who are Mary E. Lacey's colleagues at Principal Financial Group?

Mary E. Lacey's colleagues at Principal Financial Group include Emily Wille, S Deepthi, Luis Eduardo, Md Hasmarul Fadzir, and Zach Robertson.

How can I contact Mary E. Lacey?

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

What schools did Mary E. Lacey attend?

Mary E. Lacey holds Certified Retirement Services Professional (Crsp) from The Institue Of Certified Bankers.

What skills is Mary E. Lacey known for?

Mary E. Lacey is listed with skills including 401K, Deferred Compensation, Pensions, Employee Benefits, Retirement, Mutual Funds, Erisa, and Financial Services.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.

People with similar names

Check these profiles if this is not the Mary E. Lacey you were looking for.

View similar profiles