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Wendy Hartzoge currently serves as the Manager of Participant Retirement Education at Principal Financial Group, a role they have held since 2021. Previously, they worked as an Institutional Services Consultant at BB&T Institutional Services from 2001 to 2007 and briefly as a Client Experience Manager at Wells Fargo Institutional Retirement and Trust in 2011. Wendy also held the position of Communications Manager and was a Communication Specialist at BB&T Institutional Services from 1999 to 2001. They are currently pursuing a degree at Western Carolina University.