Profiel
Ms. Jean Duffy is Senior Vice President & Financial Advisor at CapFinancial Partners LLC.
She joined the firm in December 2010.
Ms. Duffy was previously employed as Vice President & Retirement Plan Consultant by Holmes Murphy & Associates and Senior Service Representative by Principal Financial Group.
She has served on the Advisory Council for some of the industry’s leading retirement providers and was the first recipient of the Accredited Investment Fiduciary Analyst designation.
She is a member of American Society of Pension Professionals and a regular contributor to industry publications, as well as a frequent speaker at industry conferences.
Ms. Duffy graduated from Iowa State University.
Eerdere bekende functies van Jean Duffy
| Bedrijven | Functie | Einde |
|---|---|---|
Holmes, Murphy & Associates LLC
 Holmes, Murphy & Associates LLC Multi-Line InsuranceFinance Holmes, Murphy & Associates LLC provides risk management and insurance brokerage services. It specializes in agriculture, health and human services, and specialty benefits. The company was founded by Max L. Holmes in 1932 and is headquartered in Waukee, IA. | Corporate Officer/Principal | 30-09-2010 |
| PRINCIPAL FINANCIAL GROUP, INC. | Corporate Officer/Principal | 30-09-1999 |
Opleiding van Jean Duffy
| Iowa State University | Undergraduate Degree |
Ervaring
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Verwante bedrijven
| Beursgenoteerde bedrijven | 1 |
|---|---|
| PRINCIPAL FINANCIAL GROUP, INC. | Finance |
| Bedrijven in privébezit | 1 |
|---|---|
Holmes, Murphy & Associates LLC
Holmes, Murphy & Associates LLC Multi-Line InsuranceFinance Holmes, Murphy & Associates LLC provides risk management and insurance brokerage services. It specializes in agriculture, health and human services, and specialty benefits. The company was founded by Max L. Holmes in 1932 and is headquartered in Waukee, IA. | Finance |