Rob Mathews Email and Phone Number
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Experienced professional with over 25 years in the financial services industry, and over 20 years in leadership roles. Leadership roles have been across multiple functions including; strategy, consulting, marketing, sales support, business underwriting and operational roles. Proven track record of leading teams focused on working directly with internal and external wholesale teams, financial professionals and clients to coordinate the development and packaging of competitive product, service and investment management solutions for plan sponsored retirement programs and the individual investors in those plans. Specialties: Retirement, Defined Contribution, Defined Benefit, ESOP, Non-Qualified deferred comp plans, institutional annuities, fixed annuities, and individual retirement accounts.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./*********/The skills list below does not imply licensure, training, or the ability to solicit products or services.
Principal Financial Group
View- Website:
- principal.com
- Employees:
- 23560
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Director Of Esop Consulting OperationsPrincipal Financial GroupDes Moines, Ia, Us
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Avp - Stock Plan Services ConsultingPrincipal Financial Group Nov 2023 - PresentDes Moines, Iowa, UsResponsible for the leadership of national ESOP consulting, financial analysis, and communication teams within our Stock Plan Services group. We help business owners, management, internal and external fiduciaries and ESOP committees with plan design, compliance and operational issues, plan governance, financial analysis, benefit level modeling, repurchase obligation studies and employee communication and education.
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Director Of Esop Consulting OperationsPrincipal Financial Group May 2019 - Nov 2023Des Moines, Iowa, UsDirector of national ESOP consulting, financial analysis, communication, service and support team operations.
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Senior Product ManagerPrincipal Financial Group Nov 2015 - May 2019Des Moines, Iowa, UsResponsible for building and maturing organizational capabilities in regard to product management for products and services for individual investors in our defined contribution plans. This includes helping set the long-term strategy, understanding the market & regulatory trends, and making product recommendations.
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Assistant Vice President - Individual InvestorPrincipal Financial Group Aug 2012 - Nov 2015Des Moines, Iowa, UsResponsible for the Retirement Transition segment of our Individual Investor area. This includes education and support strategies for Job Changers and Retirement Income needs related to current and former participants in PFG retirement plans. These strategies include processes and systems for transition services (e.g. - IRA rollovers), and ongoing employee support and education, including contact/call center operations for mutual funds, bank and annuity products.
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Director Of Sales EngineeringPrincipal Financial Group Jul 2008 - Aug 2012Des Moines, Iowa, UsLed multiple teams responsible for pricing, proposal development for RFP’s, gathering competitive intelligence, and sales support for Defined Contribution, Defined Benefit, ESOP and Non-Qualified sales and retention efforts. Responsible for over 70 employees, $5 million operating budget and delivering $8 - $12 billion in annual sales in partnership with the internal and external wholesales teams.
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Senior Retirement Plan ConsultantPrincipal Financial Group Nov 2002 - Jul 2008Des Moines, Iowa, UsProvide consulting services related to sales and retention efforts for larger ($100 million or more in AUM), more complex prospects in coordination with sales and service personnel, business unit employees, advisors, and plan sponsors. Partner with the Managing Directors-Institutional Sales and national sales force, to facilitate, coordinate and guide the entire sales process from the initial quote cycle through the finalist presentation and sold plan.
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Pricing And Proposal Specialist - Pension UnderwritingPrincipal Financial Group Sep 1997 - Nov 2002Des Moines, Iowa, Us
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Pension Service AssociatePrincipal Financial Group Apr 1996 - Sep 1997Des Moines, Iowa, Us
Rob Mathews Skills
Rob Mathews Education Details
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The University Of Iowa Tippie College Of BusinessMaster Of Business Administration - Mba -
Simpson CollegeBachelor'S Degree
Frequently Asked Questions about Rob Mathews
What company does Rob Mathews work for?
Rob Mathews works for Principal Financial Group
What is Rob Mathews's role at the current company?
Rob Mathews's current role is Director of ESOP Consulting Operations.
What is Rob Mathews's email address?
Rob Mathews's email address is ma****@****pal.com
What is Rob Mathews's direct phone number?
Rob Mathews's direct phone number is +151524*****
What schools did Rob Mathews attend?
Rob Mathews attended The University Of Iowa Tippie College Of Business, Simpson College.
What are some of Rob Mathews's interests?
Rob Mathews has interest in Children, Arts And Culture, Education.
What skills is Rob Mathews known for?
Rob Mathews has skills like Retirement Planning, Mutual Funds, Retirement, 401k, Financial Services, Pensions, Series 7, Investments, Insurance, Fixed Annuities.
Who are Rob Mathews's colleagues?
Rob Mathews's colleagues are Dena Peterson, Caroline Morrell, Susan (Barr) Lynch, Darcy Leerhoff, Deanna Williams, Phillip Dimitros, Kyle Pomrening.
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