Verified recordFinancial Services

Brian Barnes

Asst Director of Advice & Planning at Principal Financial Group

Based in Cornelius, United States

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Seniority

Director

Department

General Business & Management

Location

Cornelius

Industry

Financial Services

Company size

24K

Contact information

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Email

1 credit

b•••••••@principal.com

Phone

5 credits

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Background

About Brian Barnes

Senior Sales & Operations Manager with success in strategic planning, metric reporting, client experience and team development. Creating and executing the vision for growth, performance improvement and resource management. Leading change through creating programs and tools to maximize revenue and service goals. Collaborating with cross-functional teams to ensure programs and services meet customer needs. Proactively identifying, analyzing and solving mission-critical problems. FINRA Series 7, 9, 10, 24, and 63 Licensed Six Sigma Lean Black Belt.

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