Anne Salick

Current

• Financial Representative at Principal Financial Group

Past

• Owner/ Business Solutions Consultant at V2R Consulting Services
• Director (Board of Directors) at Rose Technologies
• Director Solution Development at Convergys Corp

3 more...

Education

• University of North Texas
• University of North Texas

Recommended

8 people have recommended Anne

Connections

365 connections

Industry

Financial Services

Anne Salick’s Summary

As a Financial Representative with the Principal Financial Group®, I specialize in working with owners and key employees of growing businesses who are intelligent about planning for their financial futures. I provide the professional expertise, needs based diagnosis, and responsive solutions to help meet my clients’ needs. Together, we determine
what drives their businesses, what they value, and in what directions they are moving. And, they a enjoy real financial edge in customized solutions which are based on the strategic and comprehensive financial programs and services through The Principal®.

Anne Salick’s Specialties:

Executive benefits, exit strategies for business owners, buy/sell agreement funding, life insurance, disability insurance, qualified plans, retirement planning, wealth accumulation and management, tax-preferred investments, mutual fund investing.

Additional Information

Anne Salick’s Groups:

UNT Alumni Association, Beta Gamma Sigma, Global Women's Network Chapter Lead, BPMI - Business Process Management, APMP - Association of Proposal Management Professionals

•    Club ex-Oracle.org
•    Executive Suite
•    University of North Texas Alumni Association (UNT)
•    Alumni of the UNT COBA BCIS/ITDS
•    Linking Dallas
•    Mobil Oil Corp Alumni
•    Mobil Oil IT Alumni
•    DallasBlue DFW
•    Women Business Owners of Denton County
•    Beta Gamma Sigma (BGS) Business Honor Society
•    ORACLE CONNECTIONS
•    Convergys Associates
•    Sterling Bank Women's Business Initiative
•    American Business Women
•    Women in Insurance and Financial Services
•    Principal Financial Group Alumni Network
•    Cygent Alumni
•    Park Cities Professional Women's Roundtable
•    Women in Financial Services DFW Chapter

Anne Salick’s Honors:

Oracle Sales Acheivement Clubs (1997 - 2000),
Convergys Club Excellence (2004)
Manchester Who's Who of Executives and Professionals (2004-2008),
American Registry Who's Who of Executives and Professionals (2005-2008)

Anne Salick’s Contact Settings

Interested In:

• consulting offers
• new ventures
• expertise requests
• business deals
• reference requests
• getting back in touch