Terry Lillis
Director/Board Member at CITIZENS FINANCIAL GROUP, INC.
Net worth: 1 M $ as of 2024-03-30
Profile
Terrance J.
Lillis is an Independent Director and Director at Citizens Financial Group, Inc. and American Enterprise Mutual Holding Co. respectively.
He is also a Director at Citizens Bank, NA, Director-Peace Officers Retirement System at Iowa Department of Public Safety, Trustee at Simpson College, Member at The American Academy of Actuaries, Member at The Society of Actuaries, Member-Finance Council at Diocese of Des Moines, Trustee at The Command & General Staff College Foundation, Inc., and Member at Iowa Actuaries Club.
He was an Executive Vice President at Principal Financial Group, Inc. and Chief Financial Officer & Senior Vice President at Principal Life Insurance Co. He was also an Executive Vice President & Chief Financial Officer at Principal Financial Services, Inc. He served as a Director at Citizens Bank of Pennsylvania and Catholic Health Initiatives - Iowa Corp.
He was the Chief Financial Officer & Executive Vice President at Principal Life Insurance Co. (Investment Portfolio).
He has an undergraduate degree from Simpson College and a graduate degree from the University of Iowa.
Known holdings in public companies
| Company | Date | Number of shares | Valuation | Valuation date |
|---|---|---|---|---|
| 2024-02-27 | 29,600 ( 0.01% ) | 1 M $ | 2024-03-30 |
Terry Lillis active positions
| Companies | Position | Start |
|---|---|---|
| CITIZENS FINANCIAL GROUP, INC. | Director/Board Member | 2019-01-31 |
| Simpson College | Director/Board Member | - |
| The Command & General Staff College Foundation, Inc. | Director/Board Member | - |
Citizens Bank, NA (Providence, Rhode Island)
 Citizens Bank, NA (Providence, Rhode Island) Major BanksFinance Citizens Bank NA provides commercial banking services. It offers credit cards, borrowing services, student lending solutions, retirement plans, and wealth management and investment services. The company is headquartered in Providence, RI. | Director/Board Member | - |
| Diocese of Des Moines | Corporate Officer/Principal | - |
| Iowa Department of Public Safety | Corporate Officer/Principal | 2011-07-13 |
| Iowa Actuaries Club | Corporate Officer/Principal | 2011-07-13 |
The Society of Actuaries
 The Society of Actuaries Miscellaneous Commercial ServicesCommercial Services The Society of Actuaries is an organization that provides research and industry news on various topics such as health care, predictive analytics, climate change, risk management, life insurance, modeling, pension and retirement, public policy, law and regulation. The private company is based in Schaumburg, IL. The company aims to help individuals advance their careers. | Corporate Officer/Principal | 2009-05-28 |
The American Academy of Actuaries
 The American Academy of Actuaries Miscellaneous Commercial ServicesCommercial Services The American Academy of Actuaries provides leadership, objective expertise, and actuarial advice on risk and financial security issues to assist public policymakers on all levels. The private company is based in Washington and has subsidiaries in the United States. The academy also sets qualification, practice, and professionalism standards for actuaries credentialed by one or more of the five U.S.-based actuarial organizations. | Corporate Officer/Principal | 2009-05-28 |
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Former positions of Terry Lillis
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Training of Terry Lillis
| Simpson College | Undergraduate Degree |
| University of Iowa | Graduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 2 |
|---|---|
| PRINCIPAL FINANCIAL GROUP, INC. | Finance |
| CITIZENS FINANCIAL GROUP, INC. | Finance |
| Private companies | 14 |
|---|---|
Principal Life Insurance Co.
 Principal Life Insurance Co. Multi-Line InsuranceFinance Principal Life Insurance Co. provides insurance brokerage services. It offers term life, major medical, annuities, disability, long term care, health, and consultancy services to trades unions, individuals, and business marketplace. The company was founded on June 24, 1879 and is headquartered in Des Moines, IA. | Finance |
Principal Financial Services, Inc.
 Principal Financial Services, Inc. Financial ConglomeratesFinance Principal Financial Services, Inc. provides brokerage, insurance and mortgage services. It offers retirement, group insurance benefits, business planning and protection solutions, and employees benefits, estate planning and personal trusts, life insurance and income protection. The company is headquartered in Des Moines, IA. | Finance |
Citizens Bank of Pennsylvania
 Citizens Bank of Pennsylvania Savings BanksFinance Citizens Bank of Pennsylvania offers consumer and commercial banking products. The company is headquartered in Philadelphia, PA. | Finance |
Catholic Charities USA, Inc.
 Catholic Charities USA, Inc. Miscellaneous Commercial ServicesCommercial Services Catholic Charities USA, Inc. provides emergency and social services. It offers networking; national advocacy, media; program development; training, technical assistance and financial support services. The company was founded in 1910 and is headquartered in Alexandria, VA. | Commercial Services |
American Enterprise Mutual Holding Co.
 American Enterprise Mutual Holding Co. Life/Health InsuranceFinance American Enterprise Mutual Holding Co. operates as a holding company which through its subsidiaries provides insurance related services. The firm provides services through five insurance companies: American Republic Insurance Co., American Republic Corp Insurance Co., Meidco Insurance Co., Medico Corp Life Insurance Co., and Medico Life & Health Insurance Co. The company is headquartered in Des Moines, IA. | Finance |
Catholic Health Initiatives - Iowa Corp.
 Catholic Health Initiatives - Iowa Corp. Hospital/Nursing ManagementHealth Services Mercy Medical Center (Iowa) operates as a not-for-profit Catholic health care provider. It offers cancer treatment, alcohol substance abuse treatment, endoscopy, general surgery, and heart center and services. The company was founded in 1893 and is headquartered in Des Moines, IA. | Health Services |
The American Academy of Actuaries
The American Academy of Actuaries Miscellaneous Commercial ServicesCommercial Services The American Academy of Actuaries provides leadership, objective expertise, and actuarial advice on risk and financial security issues to assist public policymakers on all levels. The private company is based in Washington and has subsidiaries in the United States. The academy also sets qualification, practice, and professionalism standards for actuaries credentialed by one or more of the five U.S.-based actuarial organizations. | Commercial Services |
The Society of Actuaries
The Society of Actuaries Miscellaneous Commercial ServicesCommercial Services The Society of Actuaries is an organization that provides research and industry news on various topics such as health care, predictive analytics, climate change, risk management, life insurance, modeling, pension and retirement, public policy, law and regulation. The private company is based in Schaumburg, IL. The company aims to help individuals advance their careers. | Commercial Services |
Citizens Bank, NA (Providence, Rhode Island)
Citizens Bank, NA (Providence, Rhode Island) Major BanksFinance Citizens Bank NA provides commercial banking services. It offers credit cards, borrowing services, student lending solutions, retirement plans, and wealth management and investment services. The company is headquartered in Providence, RI. | Finance |
| Diocese of Des Moines | |
| Iowa Department of Public Safety | Government |
| The Command & General Staff College Foundation, Inc. | |
| Iowa Actuaries Club | |
Principal Life Insurance Co. (Investment Portfolio)
 Principal Life Insurance Co. (Investment Portfolio) Investment ManagersFinance Principal Life Insurance Co. (Investment Portfolio) (Principal-IP) is the investment portfolio division of Principal Life Insurance Co., headquartered in Des Moines, Iowa. They are ultimately held by Principal Financial Group, Inc. (NASDAQ: PFG). Principal-IP offers retirement services and insurance solutions to members, institutional and individual investors, and insurance company portfolios. | Finance |
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