Client Service Manager at Principal Financial Group
Appleton, Wisconsin
My current role is working with Emerging and Dynamic companies that have established Employee Stock Ownership Plans. I take them through the administration process including accounting, allocations, compliance testing, filing required government forms, and consulting on plan issues and opportunities. Part of my role also entails testing, research and collaboration on many of our process improvement committees....
My current role is working with Emerging and Dynamic companies that have established Employee Stock Ownership Plans. I take them through the administration process including accounting, allocations, compliance testing, filing required government forms, and consulting on plan issues and opportunities. Part of my role also entails testing, research and collaboration on many of our process improvement committees. My previous experience was in hospitality. I was hired by Marcus Corporation for Woodfield Suites hotel sales and banquet management. I later transferred into hotel operations management and, through an acquisition, became part of LQ Management. This adventure took me from a property in Appleton, WI to Ft. Lauderdale, FL and across the country for new property conversions and training. Outside of work, I strongly believe in giving back to the community. I am actively involved in Junior Achievement, whose purpose is to “educate and inspire young people to succeed in a global economy.” I bring this into the workplace through our volunteer committee and I am working on a program to bring professionals into elementary schools to mentor children in need.Senior Client Service Associate @ From 2007 to Present (8 years) Management @ From 2004 to 2007 (3 years) BBA, Business Administration @ University of Wisconsin-Green Bay From 2000 to 2004 Elizabeth Sandall (Bauer) is skilled in: 401k
What company does Elizabeth Sandall (Bauer) work for?
Elizabeth Sandall (Bauer) works for Principal Financial Group
What is Elizabeth Sandall (Bauer)'s role at Principal Financial Group?
Elizabeth Sandall (Bauer) is Senior Client Service Associate
What industry does Elizabeth Sandall (Bauer) work in?
Elizabeth Sandall (Bauer) works in the Financial Services industry.
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