AeroLeads people directory · profile
Rob Mathews Email & Phone Number
Director of ESOP Consulting Operations
at
Principal Financial Group
1 work email found
@principal.com
1 phone found area 515
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Director of ESOP Consulting Operations
Location
Des Moines, Iowa, United States
Company size
Who is Rob Mathews? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Rob Mathews is listed as Director of ESOP Consulting Operations at Principal Financial Group, a with 23560 employees, based in Des Moines, Iowa, United States. AeroLeads shows a work email signal at principal.com, phone signal with area code 515, and a matched LinkedIn profile for Rob Mathews.
Rob Mathews previously worked as AVP - Stock Plan Services Consulting at Principal Financial Group and Senior Product Manager at Principal Financial Group. Rob Mathews holds Master Of Business Administration - Mba from The University Of Iowa Tippie College Of Business.
Company email context
Email format at Principal Financial Group
This section adds company-level context without repeating Rob Mathews's masked contact details.
{last}.{first}@principal.com
89% confidence
AeroLeads found 1 current-domain work email signal for Rob Mathews. Compare company email patterns before reaching out.
Profile bio
About Rob Mathews
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.
Listed skills include Retirement Planning, Mutual Funds, Retirement, 401K, and 6 others.
Current workplace
Rob Mathews's current company
Company context helps verify the profile and gives searchers a useful next step.
Principal Financial Group
9 roles
Rob Mathews work experience
A career timeline built from the work history available for this profile.
Avp - Stock Plan Services Consulting
CurrentResponsible 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.
Nov 2023 - Present
Director Of Esop Consulting Operations
Director of national ESOP consulting, financial analysis, communication, service and support team operations.
May 2019 - Nov 2023
Senior Product Manager
Responsible 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.
Nov 2015 - May 2019
Assistant Vice President - Individual Investor
Responsible 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.
Aug 2012 - Nov 2015
Director Of Sales Engineering
Led 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.
Jul 2008 - Aug 2012
Senior Retirement Plan Consultant
Provide 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.
Nov 2002 - Jul 2008
Pricing And Proposal Specialist - Pension Underwriting
Sep 1997 - Nov 2002
Pension Service Associate
Apr 1996 - Sep 1997
Team & coworkers
Colleagues at Principal Financial Group
Other employees you can reach at principal.com. View company contacts for 23560 employees →
KL
Koppes Lori
Colleague at Principal Financial GroupUnited States
View →
MC
Matthew Cox
Colleague at Principal Financial GroupTucson, Arizona, United States
View →
PT
Peggy Toft
Colleague at Principal Financial GroupExira, Iowa, United States
View →
BB
Bobby Bains
Colleague at Principal Financial GroupRupnagar, Punjab, India
View →
CH
Cristina Hernandez De La Cruz
Colleague at Principal Financial GroupMexico City, Mexico
View →
CG
Colin Grattan
Colleague at Principal Financial GroupStamford, Connecticut, United States
View →
CB
Christian Banaag
Colleague at Principal Financial GroupMadera, California, United States
View →
EG
Erika Gzz
Colleague at Principal Financial GroupSan Nicolás De Los Garza, Nuevo León, Mexico
View →
BH
Brenna Hill
Colleague at Principal Financial GroupUnited States
View →
AD
Avnish Dubey
Colleague at Principal Financial GroupSan Jose, California, United States
View →
Koppes Lori
Colleague at Principal Financial GroupUnited States
View →
MC
Matthew Cox
Colleague at Principal Financial GroupTucson, Arizona, United States
View →
PT
Peggy Toft
Colleague at Principal Financial GroupExira, Iowa, United States
View →
BB
Bobby Bains
Colleague at Principal Financial GroupRupnagar, Punjab, India
View →
CH
Cristina Hernandez De La Cruz
Colleague at Principal Financial GroupMexico City, Mexico
View →
CG
Colin Grattan
Colleague at Principal Financial GroupStamford, Connecticut, United States
View →
CB
Christian Banaag
Colleague at Principal Financial GroupMadera, California, United States
View →
EG
Erika Gzz
Colleague at Principal Financial GroupSan Nicolás De Los Garza, Nuevo León, Mexico
View →
BH
Brenna Hill
Colleague at Principal Financial GroupUnited States
View →
AD
Avnish Dubey
Colleague at Principal Financial GroupSan Jose, California, United States
View →
2 education records
Rob Mathews education
Master Of Business Administration - Mba
The University Of Iowa Tippie College Of Business
Bachelor'S Degree
Simpson College
FAQ
Frequently asked questions about Rob Mathews
Quick answers generated from the profile data available on this page.
What company does Rob Mathews work for?
Rob Mathews works for Principal Financial Group.
What is Rob Mathews's role at Principal Financial Group?
Rob Mathews is listed as Director of ESOP Consulting Operations at Principal Financial Group.
What is Rob Mathews's email address?
AeroLeads has found 1 work email signal at @principal.com for Rob Mathews at Principal Financial Group.
What is Rob Mathews's phone number?
AeroLeads has found 1 phone signal(s) with area code 515 for Rob Mathews at Principal Financial Group.
Where is Rob Mathews based?
Rob Mathews is based in Des Moines, Iowa, United States while working with Principal Financial Group.
What companies has Rob Mathews worked for?
Rob Mathews has worked for Principal Financial Group.
Who are Rob Mathews's colleagues at Principal Financial Group?
Rob Mathews's colleagues at Principal Financial Group include Koppes Lori, Matthew Cox, Peggy Toft, Bobby Bains, and Cristina Hernandez De La Cruz.
How can I contact Rob Mathews?
You can use AeroLeads to view verified contact signals for Rob Mathews at Principal Financial Group, including work email, phone, and LinkedIn data when available.
What schools did Rob Mathews attend?
Rob Mathews holds Master Of Business Administration - Mba from The University Of Iowa Tippie College Of Business.
What skills is Rob Mathews known for?
Rob Mathews is listed with skills including Retirement Planning, Mutual Funds, Retirement, 401K, Financial Services, Pensions, Series 7, and Investments.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial