Andi Markley

Andi Markley: Email & Phone Number

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Associate Client Service Manager - Executive Benefits / Non-Qualified Plans at Principal Financial Group|Waco, Texas, United States

Position:

Associate Client Service Manager - Executive Benefits / Non-Qualified Plans at Principal Financial Group

Location:

Waco, Texas, United States

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Last updated: 2026-07-06
Updated: 2026-07-06

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Work Experience 15 years

Associate Client Service Manager - Executive Benefits / Non-Qualified Plans at Principal Financial Group

Aug 2025 - Current

Client Service Associate at Principal Financial Group

Nov 2024 - Aug 2025

Quality Review Analyst - Alternative Assets at Principal Financial Group

Oct 2023 - Feb 2025

Trust & Custody - Quality Review Associate I at Principal Financial Group

Aug 2022 - Oct 2023

Trust & Custody - Securities Operations Specialist I at Principal Financial Group

Feb 2022 - Aug 2022

Trust & Custody - Securities Operations Specialist I at Wells Fargo

Oct 2021 - Feb 2022

Retail Sales Manager at Starbucks

Nov 2011 - Nov 2021

Andi Markley started working in 2011, then the employee has changed 2 companies and 5 jobs. On average, Andi Markley works for one company for 2 years 2 months.

Their professional focus is Accounting, Account Management, and Analytical Skills across 3 core areas.

Andi holds Asserting Yourself, an Empowered Choice, Enhance Your Productivity with Effective Note-Taking, and Overcoming Imposter Syndrome certifications.

Education

Associate of Science - AS at McLennan Community College

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