Karen Whaley

Investment Ops Lead Analyst - Risk Consultant/process Improvement at Principal

Karen Whaley is an accomplished financial professional with extensive experience in audit, risk consulting, and financial education. Currently serving as an Investment Ops Lead Analyst - Risk Consultant/Process Improvement at Principal Financial Group since September 2019, Whaley utilizes analytical skills to enhance operational processes. Prior roles include Internal Audit Manager at Meredith Corporation, where Whaley managed a team in conducting internal audits and compliance testing, and Financial Coach at Satisfied Spending, focusing on client financial behaviors. Furthermore, Whaley has held positions at CommunityAmerica Credit Union, contributing to financial education initiatives, and managed audit projects at Grant Thornton LLP and DST Systems, demonstrating a solid background in accounting with a BS in Accounting from Iowa State University.

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Principal

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Principal Financial Group provides retirement savings, investment, and insurance products and services worldwide.


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10,000+

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