Paul Freitag is a high-level professional, that works in Principal Financial Group on the position of AED since 2005. This expert has earned professional experience in more than six positions at various companies. Paul Freitag went to the St. Joseph's College (IN) and received education there from 1980 to 1984. Columbus, Ohio is the area, where this expert was lastly known to settle. The professional's email address and phone are easily accessed through SoftwareOfficial on demand.
Name variants:
Pauly Freitag,
Pablo Freitag
Last updated Jun 11, 2024
Contact Information
Workplace
Colleagues
Work History
AED
Manage existing retirement plans relationships with advisors and plan sponsor for the Principal Financial Group in Southwest Ohio. I work with our sales team to achieve or office sales goals...
from Jan 2005
Direct Sales/Account Management
Dublin, Ohio
Managed retirement plan relationships provided fund and performance reviews.
Managed Managed account relationships for Money Market and fund of funds assigments
Apr 2003 — Dec 2004
Daily Valuation direct sales/Relationship Manager
Dayton, Ohio Area
Managed Relationships with Brokers and Financial Advisors
Developed relationships with Advisors and Brokers in the Dayton and Cincinnati Ohio area
Created marketing materials and presentatio...
Mar 2000 — Nov 2001
Retirment Plans Specialist
Dayton, Ohio Area
support Merrill Lynch Financial Consultants with the sales and relationship management functions of their retirement plans book of business.
Presented recordkeeping options to prospects
Iden...
Mar 1998 — Mar 2000
Assitant Vice President and Trust Officer
Dayton, Ohio Area
Managed Client relationships and introduced new service and funds athey became available .
Worked with EB Trust sales personell in southwest ohio
Feb 1997 — Mar 1998
Core Relationship Manager
covington, Ky
Managed Institutional retirement plan relationships ($50m - $500m)
Responsible for maintaining relationships with Plan sponsor, Introduce new services, provide plan and investment reviews t...
Apr 1995 — Nov 1997
Education
1980 — 1984
Occupations
Sales Specialist
Account Service Manager
Executive
Director
Professor
School Principal
Client Service Officer
Customer Service
Operations Manager
School Administrator
Educational Manager
FAQs about Paul Freitag
What's the main profession of Paul Freitag?
This professional's job is Account Executive Director, Principal Financial Group
What are the profession of Paul Freitag?
These person's professions are Sales Specialist and Account Service Manager
Where does Paul Freitag live?
Columbus, Ohio is the place where Paul Freitag lives
Where did Paul Freitag work?
This expert worked at Principal Financial Group, Meeder Investment Management.
Where has Paul Freitag studied?
Paul studied at the St. Joseph's College (IN) from 1980 to 1984.
What is the industry that Paul Freitag is connected to?
This person works in Insurance industry.