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Tom Smith


Tom Smith joins DPL with a passion for bringing innovative retirement solutions to market for Americans and extensive experience in the insurance, retirement planning and asset management worlds. With expertise in distribution, operations, and marketing, he is a change agent and consensus builder who forms and manages strategic partnerships that optimize relationships and leverage shared resources for growth.

Previously, Mr. Smith spent 31 years with Principal where he held a number of key roles at the global leader in financial products and services to business, individual, and institutional clients.  He most recently served as Executive Director – Head Global Firm Relations where he built and leveraged strategy to maximize larger strategic partners as pivotal revenue drivers.  Prior to that role, he was Vice President / National Sales Director – Retirement & Investment Services spearheading distribution for multiple product lines (institutional, defined benefit, not for profit, non-qualified, and third partner administration) in sales, marketing and growth, and consistently meeting aggressive AUM and revenue targets.

Firms join DPL for many reasons: To meet client demand for expanded services, to bring their clients’ insurance under their fiduciary umbrella, to differentiate their firm and offering, and more.