Tony Khan

Tony Khan Email and Phone Number

Retention Consultant at Principal Financial Group @ Principal Financial Group
des moines, iowa, united states
Tony Khan's Location
Minneapolis, Minnesota, United States, United States
Tony Khan's Contact Details
About Tony Khan

Tony Khan is a Retention Consultant at Principal Financial Group at Principal Financial Group. He possess expertise in financial services, marketing, sales, investments, relationship management and 10 more skills.

Tony Khan's Current Company Details
Principal Financial Group

Principal Financial Group

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Retention Consultant at Principal Financial Group
des moines, iowa, united states
Website:
principal.com
Employees:
16552
Tony Khan Work Experience Details
  • Principal Financial Group
    Retention Consultant Institutional Custody
    Principal Financial Group Feb 2022 - Present
    Minneapolis, Minnesota, United States
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  • Wells Fargo
    Institutional Sales Strategy Consultant
    Wells Fargo May 2018 - Feb 2022
    Minneapolis, Minnesota, United States
    Lead retention efforts for institutional custody, pension and defined contribution clients averaging $900k in annual revenue retained for the last 3 years.Direct relationship team finals presentations to client decision-makers and investment consultants.Manage pipeline of Requests for Proposal through sales and retention stages in client contact management system.Build relationships with investment and retirement benefit consultants through RFP, sales and retention process.
    View
  • Wells Fargo
    Institutional Retirement And Trust Sales Associate
    Wells Fargo 2006 - May 2018
    Support direct sales efforts for Retirement Plans with assets between $30MM-$250MM for core market Defined Contribution plans and unbundled trust and custody plans up to $7B in large market segment.Coordinate all aspects of deal processing from prospecting and pricing to finals and onsite presentations.Leverage internal resources for research and presentation
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  • Comcast Cable Communications
    Sales And Marketing Coordinator
    Comcast Cable Communications 2002 - 2005
    Managed 3rd Party Telemarketing Program to 475,000 homes passed.Relationship Manager for marketing and growth of Business to Business Affinity Programs increasing monthly revenue from $50,000 to $330,000 over 3 years. Directed Comcast participation at high profile public events with up to 100 employees and $50,000 event budget.
  • Banc One Financial Services
    Mortgage Sales Specialist
    Banc One Financial Services 1995 - 1999
    Solicited leads and originated mortgagesAnalyzed credit and processed loans from application to closing

Tony Khan Skills

Financial Services Marketing Sales Investments Relationship Management Banking Retirement Retirement Planning Credit Loans Budgets B2b Mortgage Lending Account Management Risk Management

Tony Khan Education Details

Frequently Asked Questions about Tony Khan

What company does Tony Khan work for?

Tony Khan works for Principal Financial Group

What is Tony Khan's role at the current company?

Tony Khan's current role is Retention Consultant at Principal Financial Group.

What is Tony Khan's email address?

Tony Khan's email address is to****@****efs.com

What schools did Tony Khan attend?

Tony Khan attended University Of Michigan.

What skills is Tony Khan known for?

Tony Khan has skills like Financial Services, Marketing, Sales, Investments, Relationship Management, Banking, Retirement, Retirement Planning, Credit, Loans, Budgets, B2b.

Who are Tony Khan's colleagues?

Tony Khan's colleagues are Alison Corigliano, Heather Holbrook, Annette Nugent, Sarah Schmitz, Aif®, Cebs, Rpa, Flmi, Laura Márquez Arregui, Drake Clausen, Kathy Osborn.

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