Sandra Whaley

Sandra Whaley: Email & Phone Number

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Broker Dealer OPS Associate II at Principal Financial Group|United States

Position:

Broker Dealer OPS Associate II at Principal Financial Group

Location:

United States

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Last updated: 2026-07-04
Updated: 2026-07-04

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Work Experience 10 years

Broker Dealer OPS Associate II at Principal Financial Group

Jan 2026 - Current

Participant service rep at Principal Financial Group

Jan 2025 - Current

Customer Care Representative at Transamerica

Nov 2023 - Oct 2024

Tax & retirement associate at E*TRADE from Morgan Stanley

Feb 2022 - Sep 2023

Associate at E*TRADE from Morgan Stanley

Apr 2021 - Feb 2022

Saute Chef at Druid Hills Golf Club

Jul 2016 - Apr 2021

Sandra Whaley started working in 2016, then the employee has changed 3 companies and 5 jobs. On average, Sandra Whaley works for one company for 1 year 8 months.

Their professional focus is Accounting, Account Management, and Customer Experience across 3 core areas.

Sandra holds Securities Industry Essentials (SIE) certifications.

Education

Bachelor of Business Administration - BBA at American InterContinental University

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