Full Name
Srinivas D. Reddy
Job Title
Senior Vice President, Retirement and Income Solutions
Company
Principal Financial Group
Speaker Bio
Srinivas D. (Sri) Reddy is senior vice president, retirement and income solutions at Principal Financial Group®. He is responsible for the Income Solutions businesses, which includes Retail Annuities, Defined Benefits, Pension Risk Transfer, Principal Bank and our Trust and Custody business.
Prior to joining Principal, Reddy was the head of the investments and retirement income businesses for Prudential Retirement. Before that, he led all the product lines for USAA’s investment management and life insurance companies and held several roles at ING where his experience ranged from managing wholesale and direct distribution groups to product development in both the defined contribution business as well as the rollover & retirement income business. Previously, he served as a consultant with Ernst & Young.
Reddy has a bachelor’s degree in Economics from Baylor University and a master’s degree in International Management from Thunderbird, The American Graduate School of International Management and holds the Chartered Financial Analyst (CFA) designation. He has also completed his coaching certification through the Neuro Leadership Institute. Reddy is a frequent contributor to national media outlets and an expert resource on a range of retirement and financial security topics. He has served on various industry and regulatory groups including as the chair, vice-chair and council member of the Employee Retirement Income Security Act (ERISA) Advisory Council at the United States Department of Labor from 2017 to 2019 and currently is on the board of directors of the Insured Retirement Institute.
About Principal®
Principal (Nasdaq: PFG) helps people and companies around the world build, protect and advance their financial well-being through retirement, insurance and asset management solutions that fit their lives. Our employees are passionate about helping clients of all income and portfolio sizes achieve their goals – offering innovative ideas, investment expertise and real-life solutions to make financial progress possible. To find out more, visit us at www.principal.com
Prior to joining Principal, Reddy was the head of the investments and retirement income businesses for Prudential Retirement. Before that, he led all the product lines for USAA’s investment management and life insurance companies and held several roles at ING where his experience ranged from managing wholesale and direct distribution groups to product development in both the defined contribution business as well as the rollover & retirement income business. Previously, he served as a consultant with Ernst & Young.
Reddy has a bachelor’s degree in Economics from Baylor University and a master’s degree in International Management from Thunderbird, The American Graduate School of International Management and holds the Chartered Financial Analyst (CFA) designation. He has also completed his coaching certification through the Neuro Leadership Institute. Reddy is a frequent contributor to national media outlets and an expert resource on a range of retirement and financial security topics. He has served on various industry and regulatory groups including as the chair, vice-chair and council member of the Employee Retirement Income Security Act (ERISA) Advisory Council at the United States Department of Labor from 2017 to 2019 and currently is on the board of directors of the Insured Retirement Institute.
About Principal®
Principal (Nasdaq: PFG) helps people and companies around the world build, protect and advance their financial well-being through retirement, insurance and asset management solutions that fit their lives. Our employees are passionate about helping clients of all income and portfolio sizes achieve their goals – offering innovative ideas, investment expertise and real-life solutions to make financial progress possible. To find out more, visit us at www.principal.com
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