10 Principal Financial Group operations leaders
Vice president of retirement operations, head of operations for benefits and protection and head of the global capability hub are among the roles held by these ten Principal Financial Group operations leaders. A reader can learn how operations leaders work at Principal Financial Group from people who have held the role.
Professionals to explore
Brad Craig
LinkedInExperience: Assistant Vice President, Retirement Operations · Principal Financial Group
Brad Craig has been Assistant Vice President, Retirement Operations at Principal Financial Group in Des Moines, Iowa, since August 2022. Brad Craig was Assistant Vice President- Retirement & Income Solutions (2022–2025), Assistant Vice President, Life New Business and Underwriting (2018–2022) and Director of New Business and Underwriting Operations (2016–2018) at Principal Financial Group.
Cindy Close
LinkedInExperience: AVP - Stock Plan Services · Principal Financial Group
Cindy Close has been AVP - Stock Plan Services at Principal Financial Group in Des Moines, Iowa, since February 2022, and the profile headline names operations for retirement and income solutions. Cindy Close was National Vice President of Sales Support and Account Management from 2019 to 2022 and Director of Field Office Operations at the company from 2002 to 2012.
Dan Pals
LinkedInExperience: Vice President Benefits and Protection Claims · Principal Financial Group
Dan Pals has been Vice President Benefits and Protection Claims at Principal Financial Group in West Des Moines, Iowa, since March 2026, and was AVP - Benefit and Protection Claims from 2023 to 2026. Dan Pals was Assistant Vice President - Client Services from 2020 to 2023 and held director roles in life administration and IT at the company.
Don Healey
LinkedInExperience: AVP, Plan Sponsor Operations · Principal Financial Group
Don Healey has been AVP, Plan Sponsor Operations at Principal Financial Group in the Greater Scranton Area since December 2024, and the profile describes providing services to plan sponsors, including fiduciary support. Don Healey was Vice President, Plan Compliance, Documents, and Fulfillment at Empower (2023–2024) and Vice President, Financial Operations & Retirement Plan Solutions at Prudential Financial (2020–2022).
Janet Fossell
LinkedInExperience: Assistant Vice President- Customer Engagement & Operations · Principal Financial Group
Janet Fossell has been Assistant Vice President- Customer Engagement & Operations at Principal Financial Group in West Des Moines, Iowa, since March 2024, and was Managing Director - Customer Engagement and Operations from 2021 to 2024. Janet Fossell was Director - Retail Contact Centers at the company from 2003 to 2021 and held contact center and quality training management roles there.
Katie Moreno
LinkedInExperience: Assistant Vice President Income Solutions Operations · Principal Financial Group
Katie Moreno has been Assistant Vice President Income Solutions Operations at Principal Financial Group in Minneapolis, Minnesota, since November 2025, and was Sr. Director of Trust and Custody Operations (2023–2025) and Director of Trust and Custody Operations (2020–2023) there. Katie Moreno was VP, Operations Manager (2016–2020) and AVP, Operations Manager (2013–2016) at Wells Fargo.
Lindsay Graham
LinkedInExperience: VP, Benefits and Protection - Head of Operations · Principal Financial Group
Lindsay Graham has been VP, Benefits and Protection - Head of Operations at Principal Financial Group in Indianola, Iowa, since July 2025, and was AVP-USIS Client Operations there from 2022 to 2025. Lindsay Graham was Manager, eBenefits Edge (2012–2013), Assistant Manager, SBD Administration (2009–2012) and Business Operations Analyst (2007–2009) at Principal Financial Group.
Lysh Humbert
LinkedInExperience: Assistant Vice President- Call Center Operations · Principal Financial Group
Lysh Humbert has been Assistant Vice President- Call Center Operations at Principal Financial Group in Charlotte Metro since November 2024, and has also been Assistant Vice President - Customer Care since August 2026. Lysh Humbert was Director- Global Delivery at the company from 2023 to 2024 and held client services site leader roles at Wells Fargo Advisors.
Monica Oswald
LinkedInExperience: Vice President, Retirement Operations · Principal Financial Group
Monica Oswald has been Vice President, Retirement Operations at Principal Financial Group in Bradenton, Florida, since June 2023, and the profile describes leading teams that serve defined contribution, defined benefit and nonqualified plan clients. Monica Oswald was Head Of Operations at Empower (2022–2023) and Chief Operating Officer, Prudential Retirement at Prudential Financial (2019–2022).
Ravi Bansal
LinkedInExperience: Vice President, Head - Global Capability Hub (India and Philippines) · Principal Financial Group
Ravi Bansal has been Vice President, Head - Global Capability Hub (India and Philippines) at Principal Financial Group in the Pune District since February 2026, and was Head of Transformation at the company from 2024 to 2026, serving as PGS Head India and Philippines (ad-interim) in 2025 and 2026. Ravi Bansal was Global Head - Automation Centre at Credit Suisse from 2018 to 2024.
Choose the right perspective
Match the person's area, such as retirement plan operations, benefits and protection claims, customer care and contact centers, trust and income solutions or global delivery centers, to the question you face. Weigh whether they run a large service operation or a specialist process, since the measures of success differ.
Questions to take into the conversation
- 01Which service measures matter most to the clients your teams support?
- 02How do you plan staffing and process changes when volumes shift?
- 03Where has automation changed how your operations teams work?
Reaching Principal Financial Group operations leaders
How can I contact one of these Principal Financial Group operations leaders?
Pick one of the 10 people on this page and choose "Book a paid call", or describe your project to find others. You offer a fee for a 15-minute call or a written answer, Instant Expert finds the person's work email and sends the invitation, and they decide whether to accept. The list covers 1 company: Principal Financial Group, based on profile data retrieved on October 18, 2026. Being listed here doesn't mean someone has agreed to take calls.
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About this directory
This is a professional research starting point based on business profile data retrieved on . Titles and companies reflect that source snapshot; roles marked former had ended by then. Check the linked profiles for current details. Inclusion does not imply Instant Expert membership or availability.
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