John Pallaria
at Graziadio School of Business and Management
Schools
- Graziadio School of Business and Management
Links
Biography
Graziadio School of Business and Management
As a retirement plan professional for the Principal Financial Group, I help you – financial professionals and plan administrative firms – build your business by delivering results-oriented retirement plan solutions for your clients. Together, we create retirement programs for your client(s) that allow: 1) their employees an opportunity to create a sustainable income in retirement; and 2) the employer to operate their plan efficiently.
Specialties: 401(k), 403(b), ERISA 403(b) 457(b), 457(f), 457 Governmental, Defined Benefit, Cash Balance, ESOP and Non-Qualified retirement plans
Business-Building/Advisor Support Opportunities: • Sales consults/presentations to prospective clients • Business development strategies • Plan design analysis • Investment benchmarking and analysis • Employee education • Fiduciary Liability
Specialized Education:
• MBA, Southern New Hampshire University • Bachelor of Science, Finance, Merrimack College • Securities Registrations: Series 6, 7, 63 • Life and health insurance licenses
Insurance products and plan administrative services provided through Principal Life Insurance Co. Securities and advisory products offered through Principal Securities, Inc., 800.247.1737, member SIPC and/or independent broker/dealers. Both are members of the Principal Financial Group®, Des Moines, IA 50392.
John Pallaria is not licensed in all states to offer securities and insurance products. This site is not a solicitation of interest in any of these products or service in any state which the registered representative is not properly licensed.
Read about executive education
Other experts
Matthew Rees
Professional Activities Academic positions Senior Fellow, Tuck School of Business, 2013–present Nonacademic positions Founder, Geonomica, 2005–present Columnist, FT.com, 2009–present Chief speechwriter and senior adviser to William H. Donaldson, chairman of the Securities and Exchange Commi...
Gerry A Hays
Areas of Expertise Innovation, Start-up Financing, and helping others build big things Academic Degrees JD, Indiana University School of Law, 1997 BA, Indiana University, 1991 Professional Experience Managing Partner, Slane Capital Partners, LLC (2008-Present) Co-Founder / Co-Owner, Kingmaker ...
Looking for an expert?
Contact us and we'll find the best option for you.