Principal
Josh Mallory is a Client Services Manager at Principal Financial Group, a position held since June 2021. Prior experience includes roles as a Customer Service Specialist and Client Services Associate at Envestnet | Tamarac from August 2018 to June 2021. Earlier work experience consists of maintenance roles at Coastal Lawn & Garden and Charlie's Horticulture Services, where responsibilities included landscaping and general maintenance. Additionally, Josh served as a Park Maintenance Employee for The City of Rocky Mount, contributing to the upkeep of numerous parks. Josh Mallory holds a Bachelor of Business Administration with a focus in Finance from the University of North Carolina Wilmington, earned in 2018.
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Principal
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Principal Financial Group provides retirement savings, investment, and insurance products and services worldwide.