FINANCIAL/TECHNICAL PROFESSIONALFinancial/Technical professional with 20+ years in the financial services sector. Broad analytical/consulting background while managing/servicing client relationships. SKILLS:Portfolio Analysis>Data analysis/remediation>Performance Measurement>Performance Attribution>Portfolio Characteristics>Portfolio Compliance>GIPS ReportingBusiness Analysis>Stakeholder Management>Define/Collect Business Requirement>Technical Document Creation>Project Lead>User Acceptance Testing>Product Enhancement/ DevelopmentInvestment Strategy>Asset Allocation>Portfolio Structure>Manager Search/Selection>Investment Policy>Define Objectives>Cash Flow AnalysisSales/Marketing>Prospect Analysis>Negotiation>Pricing>Presenting Products/Services>Technology Demonstrations>RFP CompletionRelationship Management>Client On Boarding>Cross Selling/Sales>Product/Service Needs>Problem Resolution>Product Training>Service/Investment ReviewsInsurance 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. Referenced companies are members of Principal Financial Group®, Des Moines, IA 50392.Richard Brunner 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.