Jean Duffy

Jean Duffy

Senior Vice President @ CAPTRUST | Retirement Consultant
Des Moines, Iowa, United States

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Work Experience

CAPTRUST Financial Advisors

Senior Vice President

2010-12-01 - Present

Holmes Murphy & Associates

Vice President | Retirement Plan Consultant

1999-10-01 - 2010-12-01

Principal Financial Group

Senior Service Representative

1989-02-01 - 1999-10-01

Skills

retirement plan advisory services investment advisory nonqualified advisory services discretionary investment management financial estate planning provider search selection fee benchmarking participant education advice fiduciary process management

Languages

English