![Jean Duffy](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
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.
Anciens postes connus de Jean Duffy
| Sociétés | Poste | Fin |
|---|---|---|
Holmes, Murphy & Associates LLC
 Holmes, Murphy & Associates LLC Multi-Line InsuranceFinance Provides property and casualty insurance services | Corporate Officer/Principal | 30/09/2010 |
| PRINCIPAL FINANCIAL GROUP, INC. | Corporate Officer/Principal | 30/09/1999 |
Formation de Jean Duffy
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
87
Relations au 1er degré
3
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Principal Financial Group, Inc.
 Principal Financial Group, Inc. Investment ManagersFinance Provides retirement plans, asset management and insurance services | Finance |
Iowa State University
 Iowa State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Holmes, Murphy & Associates LLC
Holmes, Murphy & Associates LLC Multi-Line InsuranceFinance Provides property and casualty insurance services | Finance |
