Holmes Murphy Financial Services
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Holmes Murphy Financial Services Employees
Principal Financial Group February 2012 - Present
Principal Financial Group October 2010 - February 2012
Principal Financial Group July 2007 - October 2010
Iowa Army National Guard March 2000 - March 2009
Holmes Murphy Financial Services June 2006 - July 2007
Holmes Murphy Financial Services June 2006 - July 2007
NORTHWESTERN MUTUAL FINANCIAL NETWORK May 2005 - October 2005
Skills
Mutual Funds, Fixed Income, FINRA, Options, Uniform Combined State..., Life Insurance, Retirement, Business Planning, Pensions, Asset Allocation, Wealth Management
Education
Iowa State University - College of Business 2002 — 2006
Bachelor of Science, Finance
Bishop Heelan 1997 — 2001
Plan2Thrive Financial Services October 2010 - Present
Plan2Thrive Financial Services October 2010 - Present
Holmes Murphy Financial Services November 2006 - September 2010
New York Life November 2000 - October 2006
MidAmerican Energy 1985 - 2000
Skills
Strategic Financial..., Securities, Financial Services, Retirement Planning, Investments
Education
Iowa State University 1975 — 1981
BS, Industrial Technology
JBI Agency October 2010 - Present
Member Insurance Agency February 2003 - September 2010
Holmes Murphy Financial Services May 2000 - February 2003
Old Kent Financial Corporation February 1988 - May 2000
North Dakota Bankers Association February 1986 - February 1988
Skills
Insurance, Sales, Property & Casualty..., Professional Liability, Underwriting, Commercial Lines, Casualty, General Insurance, Commercial Insurance, Health Insurance, Legal Liability
Education
University of Sioux Falls 1977 — 1982
Business, Business Management
washington high school 1974 — 1976
SourceHOV April 2013 - Present
SourceHOV May 2008 - Present
Holmes Murphy Financial Services 2007 - 2008
Skills
Account Management, Training, Process Improvement, Project Management, Operations Management, Salesforce.com, CRM, Leadership, Management, Budgets
Education
University of Iowa 1977 — 1980
Bachelor of Science, liberal arts
Holmes Murphy & Associates July 2012 - Present
HealthSpeak LLC June 2006 - Present
The Health & Welfare Strategy Group January 2005 - December 2012
Ovation Benefits Group October 2011 - July 2012
Exponent Technologies / Lacerte Technologies September 2002 - December 2004
Holmes Murphy Financial Services August 1997 - August 2002
Prudential Healthcare January 1994 - August 1997
Campbell Wilson Healthcare Consulting 1990 - 1992
Ernst & Young 1986 - 1990
Skills
Employee Benefits, Healthcare, Managed Care, Wellness, Small Business, Strategic Planning, Program Development, Account Management, Disability Insurance, Leadership, Management, Business Development, Sales, Underwriting, Life Insurance, Health Insurance, Strategy, Program Management, Medicare, Benefits Administration, Hospitals, Executive Management, Health Savings Accounts, Process Improvement, Human Resources, Insurance, Brokers, Business Strategy
Education
The University of Dallas 1992 — 1993
MBA, Health Services Management
Berry College 1982 — 1986
BS, Accounting
Principal Financial Group January 2011 - Present
Holmes Murphy Financial Services January 2007 - January 2011
Smith Barney May 2005 - January 2007
Skills
Asset Allocation, Portfolio Management, Investments, Wealth Management, Series 7, Mutual Funds, Asset Management, Securities, Financial Analysis, Equities, Fixed Income, Financial Modeling
Education
Drake University 2001 — 2005
BSBA, Finance
Carmel High School 1997 — 2001
High School Diploma
Business Management Group 2012 - Present
The Bryton Companies 2010 - 2012
Holmes Murphy Financial Services 1987 - 2009
Skills
Leadership, Investments, Retirement Planning, Strategic Financial..., Wealth Management, Strategic Planning, Budgets, Management
Education
Drake University 1983 — 1987
Economics, Business
Raymond James May 2011 - Present
Holmes Murphy Financial Services May 2007 - May 2011
Principal 2005 - 2006
ABN AMRO 2001 - 2004
Chicago Trust 1999 - 2001
Aetna 1993 - 1999
ING 1993 - 1999
Transamerica 1980 - 1993
Skills
Retirement Plan..., Plan Review, Retirement, Investments, Securities, Employee Benefits, 401k, Series 7, Defined Benefit, Retirement Planning, Mutual Funds, Pensions, Investment Advisory, Asset Management, Wealth Management, Insurance, Asset Allocation, Financial Planning, Financial Advisory, Retirement Services, Portfolio Management, Investment Strategies, Compliance, Annuities, Series 63
Education
Saint Louis University 1985 — 1986
Finance
Northwestern University - Kellogg School of Management 1983 — 1986
Master of Business Administration (MBA), Finance, General
Illinois State University 1976 — 1980
BS, Business, Psychology
Marcotte Insurance Agency January 2005 - Present
Temple Israel 1995 - Present
Nebraska Emergency Response Commission 1994 - Present
CNA Insurance March 2001 - January 2005
Holmes Murphy Financial Services 1998 - 2002
Aon Risk Services 1998 - 2001
Liberty Mutual Insurance March 1994 - June 1998
Skills
Employee Benefits, Underwriting, @Risk, Ergonomics, Business Continuity, Coaching, Financial Risk, Professional Liability, Accident, Training, Enterprise Risk..., Customer Service, Emergency Management, Health Insurance, Consulting, Policy, Healthcare, EHS, Investigation, Leadership, Occupational Health, Security, Analysis, Accident Investigation, Public Speaking, Commercial Lines, Industrial Safety, Umbrella Insurance, General Insurance, Disability Insurance, Industrial Hygiene, Commercial Insurance
Education
Bellevue University 1992 — 1994
Bachelors Of Science, Management of Human Resources
Oklahoma State University 1991 — 1991
Fire Safety, Industrial Fire Training
Texas A&M University 1990 — 1990
Industrial Fire Training, Industrial Fire Training
San Diego State University-California State University 1984 — 1986
Bachelors Public Administration, Business Adminstration/{Public Administration
National Fire Academy/National Emergency Training Center 1981 — 1985
Fire Scene Mgmt/Incident Command/Managing Major Emergencies, Public Service
Holmes Murphy Financial Services March 2007 - Present
Nationwide Insurance August 2005 - March 2007
Education
Iowa State University - College of Business 2002 — 2004
HAYS COMPANIES OF TEXAS November 2011 - Present
The Plexus Groupe April 2004 - August 2011
Benefit Partners July 2002 - March 2004
Holmes Murphy Financial Services 2001 - 2002
UnitedHealthcare 1999 - 2001
Skills
Contract Negotiations, Employee Benefits, Employee Relations, Group Benefits, Benefits Strategy, Employee Management, New Business Development, Benefits, Insurance, Health Insurance, Strategy, Management, Risk Management, Sales, Entrepreneurship, Health Savings Accounts, Strategic Planning, Team Building, Competitive Analysis, Workers Compensation, Contract Negotiation, Recruiting, Underwriting, Account Management, Budgets, Finance, Analysis, Healthcare, Mergers & Acquisitions, Project Management, Benefits Administration, Term Life Insurance, Negotiation, Customer Service, Human Resources, COBRA, Customer Retention, Personnel Management, Life Insurance, Disability Insurance, Leadership, Telemedicine, Performance Management, Brokers
Education
Stephen F. Austin State University 1993 — 1998
Bachelor of Science, Kinesiology
JJ Pearce high School 1989 — 1992
Travelers August 2013 - Present
Travelers July 2009 - July 2013
Travelers January 2008 - June 2009
Travelers June 2006 - December 2007
Holmes Murphy Financial Services May 2005 - July 2005
Skills
Insurance, Underwriting, International Business, Property & Casualty...
Education
Iowa State University 2002 — 2006
Bachelors, Finance
One Body 3 March 2009 - Present
Zoom Performance January 2009 - Present
Holmes Murphy Financial Services February 2004 - March 2009
Next Generation Realty February 1999 - February 2004
Education
Trinity International University 1994 — 1995
Accounting
Des Moines Christian High School
Valley High School
Holmes Murphy & Associates March 2014 - Present
Cloud 9 June 2007 - Present
Wellmark Blue Cross Blue Shield July 2012 - March 2014
Wellmark Blue Cross Blue Shield January 2008 - July 2012
Holmes Murphy Financial Services June 2004 - January 2008
Skills
Employee Relations, Recruiting, Temporary Placement, Onboarding, Talent Acquisition, Applicant Tracking..., Organizational..., Employee Engagement, Coaching, Employee Benefits, Human Resources, Performance Management, Leadership, Process Improvement, Management, Team Building, Insurance, Customer Service, Benefits Administration, Sourcing, Talent Management, Vendor Management, Training, Change Management
Education
Iowa State University 1999 — 2003
Bachelor's degree, Communication and Media Studies
GuideStone Financial Resources January 2014 - Present
GuideStone Financial Resources August 2010 - Present
Holmes Murphy Financial Services July 2004 - July 2010
Benefit Partners May 2001 - July 2004
Dal-Tile Corporation March 1996 - May 2001
FoxMeyer Corporation December 1992 - March 1996
Skills
Customer Service, Disability Insurance, Defined Benefit, Retirement Planning, Retirement Plan..., Insurance, Strategic Planning, Pensions, Retirement, Management, Human Resources, Leadership, Employee Benefits, Investments, Strategy, 401k, Health Insurance, CRM, Relationship Management, Benefits Administration
Education
Texas Tech University - Rawls College of Business 1986 — 1990
BBA, Business Management
State of Iowa October 2013 - Present
Local Government Services September 2009 - November 2012
Holmes Murphy Financial Services August 2007 - March 2009
Syverson Strege & Company 2005 - 2007
Skills
Strategic Planning, Accounting, Finance, GAAP, General Ledger, Accounts Payable, Investments, Financial Analysis, Asset Management, 401k, Small Business, Insurance, Retirement Planning, Budgets, Employee Benefits, Strategic Financial...
Education
Grand Canyon University 1980 — 1985
BS, Accounting, Business Admin, Computer Science
Principal Funds December 2013 - Present
Principal Funds April 2011 - November 2013
Independent Consultant 2010 - March 2011
Holmes Murphy Financial Services April 2010 - August 2010
Principal Global Investors December 2001 - May 2009
A.G. Edwards & Sons, Inc. September 1993 - December 2001
May Department Stores February 1990 - September 1993
McDonnell Douglas February 1989 - February 1990
Skills
Financial Analysis, Financial Modeling, Investor Relations, Statistics, Due Diligence, Research, Valuation, Equity Research, DCF, Equity Valuation, Writing Skills, Money Management, Fundamental Research, Portfolio Management, Value Investing, Stock Picking, Sector Analysis, Buy-side, Sell Side, Alternative Investments, Wealth Management, Investments, portfolio construction, Portfolio Optimization, Securities, Strategic Financial..., Bloomberg, Finance, Financial Services, Risk Management, Equities, Analysis
Education
University of Missouri-Columbia 1987 — 1988
MBA, Finance
University of Missouri-Columbia 1982 — 1986
BA, Economics
DeSmet 1978 — 1982
CAPTRUST December 2010 - Present
Holmes Murphy Financial Services April 2006 - December 2010
Great West Retirement Services September 2004 - April 2006
Principal Financial Group November 2002 - September 2004
Skills
Retirement Planning, Qualified Retirement..., Investments, Asset Allocation, Asset Management, Investment Strategies, 401k, Pensions, Non-Qualified Deferred..., 403 b, Finance
Education
MidAmerica Nazarene University 1998 — 2002
Bachelor of Science, Business Administration
401(k) Advisors March 2012 - Present
MassMutual Financial Group April 2011 - March 2012
Holmes Murphy Financial Services April 2010 - April 2011
Farm Bureau Financial Services April 2008 - July 2010
Principal Financial Group January 2006 - February 2008
Principal Financial Group February 2003 - January 2006
Sears.com July 2000 - February 2003
Skills
Insurance, New Business Development, Customer Service, Sales, 401k, Marketing Strategy
Education
Iowa State University 2003 — 2006
MBA, Marketing
Grand View College 1998 — 2002
B.A, Communications
Buena Vista University 1997 — 1998