About Us Our Company Worldwide locations Regional locations Principal® Financial Network of Chicagoland Meet the management team - Chicagoland

Meet the management team - Chicagoland

Meet the management team

Photo of Snigdha Adhikari

Snigdha Adhikari - Regional Managing Director 

Snigdha has been in the financial services industry for over 16 years. She began her career as a financial professional building a successful practice in a new market primarily through community involvement and center of influence relationships. Snigdha has a unique combination of experience and expertise as she has served in leadership roles building organizations. Her focus has always been driving strategic initiatives and partnerships between the corporate and sales partners. Among her recent accomplishments - significant acquisitions in the recruiting space, substantial growth in net new assets, and firm-wide recognition for her team's financial planning and on boarding successes.

Contact information
630-874-6447 
adhikari.snigdha@principal.com

Photo of Tracey Norman

Tracey Norman - Candidate Experience Consultant

Tracey partners with the management team to provide comprehensive support to all new financial representative candidates through the onboarding and initial marketing launch processes. This includes scheduling of exams, ordering background checks, preparing contracting and registration paperwork.

Contact information
515-246-5667
norman.tracey@principal.com
Connect with me on LinkedIn

Photo of Lisa Rinehart

Lisa Rinehart - Regional Talent Acquisition Consultant

Lisa has over 25 years of experience in the financial services industry with a career that started managing credit union relationships on the West Coast. She joined Principal® in 2008 to focus on sourcing registered financial professional and leader talent. She finds great satisfaction in this role as she lives out the company’s values and mission bringing new talent from across the country into our culture of inclusion and diversity, where both specific and holistic practices thrive.

Contact Information
559-214-2123
rinehart.lisa@principal.com
Connect with me on Linkedin

Photo of Estephan Covell

Estephan Covell - Business Development Consultant

Estephan partners with the management team and representatives to implement strategies to expand their marketing, branding, and business development efforts at the both the representative and regional office level.
614-358-3200
covell.estephan@principal.com
Connect with me on LinkedIn

Photo of AJ Pena

AJ Pena - New Business Consultant

AJ is responsible for consulting and managing new business case design and submission. He partners with financial professionals and their teams, along with our corporate product partners, to ensure cases are submitted accurately so they can be processed on time and in alignment with product area processes.

Contact information
630-874-6475
pena.aj@principal.com 

Photo of Gina Rogala

Gina Rogala - Site Coordinator

Gina partners with the management team and representatives to implement strategies to expand their marketing, branding, and business development efforts at both the representative and regional office level.

Contact information
630-874-6741
rogala.gina@principal.com
Connect with me on LinkedIn

 

connect with us