Courtney McCarthy

Courtney McCarthy is a seasoned professional in client services and relationship management with extensive experience in the financial services industry. Currently serving as a Senior Client Services Manager at Principal Financial Group since November 2021, Courtney previously held the position of Senior Client Relationship Administrator at Infosys. Courtney’s earlier tenure at Vanguard spanned over 15 years, culminating in a role as a Recordkeeping Services Senior Account Administrator, where skills in relationship management were utilized to effectively manage multi-million dollar 401k clients. Courtney’s foundation in business was established at La Salle University, where a Bachelor of Business Administration was earned.