Principal Financial Group
Industry: Financial investment management company
DescriptionThe Principal Financial Group is a global financial investment management and insurance company headquartered in Des Moines, Iowa. Headquarters: Des Moines, Iowa, United States CEO: Daniel Joseph Houston (18 Aug 2015–) Assets under management: 692.4 billion USD (2017) Subsidiaries: Principal Securities, Inc.,
Principal Financial Group List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Principal Financial Group. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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8,325 Principal Financial Group employees in database. Find out everything there's to know about Principal Financial Group employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Principal Financial Group Employees
Employee
Years
Job
Industry
Alex Knapp Alex Knapp's Principal Financial Group Experience April 2014 - Present
Job Broker Dealer Counselor I at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group April 2014 - Present
Principal Financial Group August 2013 - April 2014
Principal Financial Group July 2012 - August 2013
Principal Financial Group June 2011 - July 2012
Bob Brown Buick Pontiac GMC August 2009 - January 2011
Skills
Call Center, Customer Service, Customer Satisfaction, Time Management, Call Centers, Customer Retention, Process Improvement, Customer Experience, Financial Services, Microsoft Excel, Relationship Management
Education
William Penn University 2013 — 2017
Leadership Studies and Accounting
Des Moines Area Community College 2007 — 2009
A.A.S., General Motors A.S.E.P.
Principal Financial Group April 2014 - Present
Principal Financial Group August 2013 - April 2014
Principal Financial Group July 2012 - August 2013
Principal Financial Group June 2011 - July 2012
Bob Brown Buick Pontiac GMC August 2009 - January 2011
Skills
Call Center, Customer Service, Customer Satisfaction, Time Management, Call Centers, Customer Retention, Process Improvement, Customer Experience, Financial Services, Microsoft Excel, Relationship Management
Education
William Penn University 2013 — 2017
Leadership Studies and Accounting
Des Moines Area Community College 2007 — 2009
A.A.S., General Motors A.S.E.P.
Adam Kenarangi Adam Kenarangi's Principal Financial Group Experience April 2015 - August 2015
Job Data Coordinator at Iowa Department of Public Health
Industry Research
Experience
Iowa Department of Public Health August 2015 - Present
Principal Financial Group April 2015 - August 2015
Iowa State University May 2013 - December 2014
Des Moines Area Community College January 2011 - December 2011
Skills
Research, Highly detail oriented, Data Collection, Data Coding, Qualitative Data, Quantitative Data, SQL, SPSS, Microsoft Excel, Microsoft Word, PowerPoint, Qualtrics, Essays, Transcription, Focus Groups, Teamwork, Tutoring, Confidentiality, Customer Service
Education
Iowa State University 2012 — 2014
Bachelor of Arts, Major in History, Minors in Political Science and Sociology, 3.94
Des Moines Area Community College 2009 — 2012
Associate of Arts (A.A.), Liberal Arts and Sciences, 3.8
Iowa Department of Public Health August 2015 - Present
Principal Financial Group April 2015 - August 2015
Iowa State University May 2013 - December 2014
Des Moines Area Community College January 2011 - December 2011
Skills
Research, Highly detail oriented, Data Collection, Data Coding, Qualitative Data, Quantitative Data, SQL, SPSS, Microsoft Excel, Microsoft Word, PowerPoint, Qualtrics, Essays, Transcription, Focus Groups, Teamwork, Tutoring, Confidentiality, Customer Service
Education
Iowa State University 2012 — 2014
Bachelor of Arts, Major in History, Minors in Political Science and Sociology, 3.94
Des Moines Area Community College 2009 — 2012
Associate of Arts (A.A.), Liberal Arts and Sciences, 3.8
Joshua Hall Joshua Hall's Principal Financial Group Experience June 2013 - August 2013
Job Watson Ecosystem at IBM Watson at IBM
Industry Computer Software
Experience
IBM April 2015 - Present
IBM August 2014 - April 2015
Department of Computer Science, Dartmouth College January 2012 - June 2014
Grannix Corporation December 2012 - January 2014
Dartmouth Dining Service January 2010 - October 2013
Principal Financial Group June 2013 - August 2013
BK Trading, Chicago Mercantile Exchange January 2013 - March 2013
Jewish Community Center Apachi Day Camp June 2011 - August 2011
Hill Winds Society, Dartmouth College January 2011 - March 2011
U.S. Department of Energy Fermilab National Accelerator Laboratory June 2009 - August 2009
Skills
Data Analysis, Java, Maya, Social Media, Public Speaking, Git, Photography, Matlab, Python, Editing, Photoshop, MongoDB, Programming, Lighting, Mental Ray, 3D Modeling, Texturing, Final Cut Pro, Teaching, Management, Maven, Play! Framework, Twitter Bootstrap, IntelliJ IDEA, Animation, VBA, Android Development, Web Development, Teach, iOS development, Objective-C, Ebay Sales, Microsoft Excel, Watson, Artificial Intelligence, Natural Language..., Microsoft Office, PowerPoint, Retail Buying, Sales
Education
Dartmouth College 2010 — 2014
Bachelors of Arts, Computer Science modified with Digital Arts
Whitney M. Young Magnet High School 2006 — 2010
IBM April 2015 - Present
IBM August 2014 - April 2015
Department of Computer Science, Dartmouth College January 2012 - June 2014
Grannix Corporation December 2012 - January 2014
Dartmouth Dining Service January 2010 - October 2013
Principal Financial Group June 2013 - August 2013
BK Trading, Chicago Mercantile Exchange January 2013 - March 2013
Jewish Community Center Apachi Day Camp June 2011 - August 2011
Hill Winds Society, Dartmouth College January 2011 - March 2011
U.S. Department of Energy Fermilab National Accelerator Laboratory June 2009 - August 2009
Skills
Data Analysis, Java, Maya, Social Media, Public Speaking, Git, Photography, Matlab, Python, Editing, Photoshop, MongoDB, Programming, Lighting, Mental Ray, 3D Modeling, Texturing, Final Cut Pro, Teaching, Management, Maven, Play! Framework, Twitter Bootstrap, IntelliJ IDEA, Animation, VBA, Android Development, Web Development, Teach, iOS development, Objective-C, Ebay Sales, Microsoft Excel, Watson, Artificial Intelligence, Natural Language..., Microsoft Office, PowerPoint, Retail Buying, Sales
Education
Dartmouth College 2010 — 2014
Bachelors of Arts, Computer Science modified with Digital Arts
Whitney M. Young Magnet High School 2006 — 2010
Laura Lanigan Laura Lanigan's Principal Financial Group Experience July 1996 - September 1999
Job Manager, Mid Market Accounts
Industry Insurance
Experience
ARAG North America March 2015 - Present
ARAG September 1999 - Present
Principal Financial Group July 1996 - September 1999
Principal Financial Group July 1996 - September 1999
Skills
Internal Communications, Team Building, Direct Marketing, Corporate Communications, Recruiting, Building Relationships, Project Management, Management, Marketing, Marketing Strategy, Health Insurance, CRM, Leadership, Account Management, Brokers
Education
Simpson College 1992 — 1996
Bachelor of Arts (B.A.), Management
Des Moines Area Community College 1988 — 1990
Associate, Business
ARAG North America March 2015 - Present
ARAG September 1999 - Present
Principal Financial Group July 1996 - September 1999
Principal Financial Group July 1996 - September 1999
Skills
Internal Communications, Team Building, Direct Marketing, Corporate Communications, Recruiting, Building Relationships, Project Management, Management, Marketing, Marketing Strategy, Health Insurance, CRM, Leadership, Account Management, Brokers
Education
Simpson College 1992 — 1996
Bachelor of Arts (B.A.), Management
Des Moines Area Community College 1988 — 1990
Associate, Business
Beth M Woolway Beth M Woolway's Principal Financial Group Experience January 1989 - January 2008
Job Activity Coordinator at Reniassance Senior/Assisted Living
Industry Hospital & Health Care
Experience
Robson Communites Sun Lakes April 2014 - Present
Oasis Pavilion Nursing and Rehabilitation Center December 2011 - April 2014
Sunny View Care Center April 2011 - September 2011
DMACC September 2010 - January 2011
Iowa Caregivers June 2010 - September 2010
PENN UNIVERS ITY March 2010 - June 2010
ACS December 2008 - June 2009
Principal Financial Group January 1989 - January 2008
Skills
Organizational..., Communications Planning, Compassion, Training & Development, Project Planning, Marketing Communications, Confidentiality, Customer Service, Workflow Analysis, Assessment, Community Outreach, Nonprofits, Employee Training, Team Leadership, Teaching, Public Speaking, Building Relationships, Research, Leadership Development, Instructional Design, Leadership, Grant Writing, Time Management, Adult Education, Healthcare, Event Planning, Policy, Technology Needs..., Budgets, PowerPoint, Event Management, Volunteer Management, Fundraising, Public Relations, Strategic Planning, Training, Higher Education, Team Building, Human Resources, Program Management, Editing, E-Learning, Organizational..., Career Counseling, Project Management, Student Affairs, Case Management, Program Development, Marketing, Staff Development
Education
University of Phoenix 2012 — 2015
Bachelor's of Science in Healthcare Administration, Focus on LTC, 3.8
Des Moines Area Community College 2011 — 2011
Certificate, Activity Coordinator
Des Moines Area Community College 2011 — 2011
None, Grant Writing coursework
Des Moines Area Community College 2010 — 2011
Certificate, Healthcare - IT/Trainer
Des Moines Area Community College 2010 — 2010
Certificate, Adult Aging Services
William Penn University 2008 — 2010
M.A; M.A, BUSINESS LEADERSHIP; Business Leadership
William Penn University 2005 — 2010
B.A, BUSINESS MANAGEMENT
Dowling High School 1973 — 1977
Bachelor of Science (BS), Healthcare Administration with a focus on LTC
Robson Communites Sun Lakes April 2014 - Present
Oasis Pavilion Nursing and Rehabilitation Center December 2011 - April 2014
Sunny View Care Center April 2011 - September 2011
DMACC September 2010 - January 2011
Iowa Caregivers June 2010 - September 2010
PENN UNIVERS ITY March 2010 - June 2010
ACS December 2008 - June 2009
Principal Financial Group January 1989 - January 2008
Skills
Organizational..., Communications Planning, Compassion, Training & Development, Project Planning, Marketing Communications, Confidentiality, Customer Service, Workflow Analysis, Assessment, Community Outreach, Nonprofits, Employee Training, Team Leadership, Teaching, Public Speaking, Building Relationships, Research, Leadership Development, Instructional Design, Leadership, Grant Writing, Time Management, Adult Education, Healthcare, Event Planning, Policy, Technology Needs..., Budgets, PowerPoint, Event Management, Volunteer Management, Fundraising, Public Relations, Strategic Planning, Training, Higher Education, Team Building, Human Resources, Program Management, Editing, E-Learning, Organizational..., Career Counseling, Project Management, Student Affairs, Case Management, Program Development, Marketing, Staff Development
Education
University of Phoenix 2012 — 2015
Bachelor's of Science in Healthcare Administration, Focus on LTC, 3.8
Des Moines Area Community College 2011 — 2011
Certificate, Activity Coordinator
Des Moines Area Community College 2011 — 2011
None, Grant Writing coursework
Des Moines Area Community College 2010 — 2011
Certificate, Healthcare - IT/Trainer
Des Moines Area Community College 2010 — 2010
Certificate, Adult Aging Services
William Penn University 2008 — 2010
M.A; M.A, BUSINESS LEADERSHIP; Business Leadership
William Penn University 2005 — 2010
B.A, BUSINESS MANAGEMENT
Dowling High School 1973 — 1977
Bachelor of Science (BS), Healthcare Administration with a focus on LTC
Kosti Demos Kosti Demos's Principal Financial Group Experience May 2013 - Present
Job Financial Service Representative at Principal Financial Group
Industry Insurance
Experience
Principal Financial Group May 2013 - Present
Shatkin Arbor 2007 - May 2013
Kingsbury Mutual 2009 - April 2013
Costa's Restaurant March 2005 - July 2007
Farenheit Spa 2004 - 2006
Skills
Insurance, New Business Development, Underwriting, Sales Management, Account Management, Retirement Planning, Risk Management, Sales, Financial Services, Mutual Funds, Fixed Annuities, Negotiation, Management, Disability Insurance, Long Term Care Insurance, Managed Money, Customer Service, Leadership
Education
DePaul University 2000 — 2004
Principal Financial Group May 2013 - Present
Shatkin Arbor 2007 - May 2013
Kingsbury Mutual 2009 - April 2013
Costa's Restaurant March 2005 - July 2007
Farenheit Spa 2004 - 2006
Skills
Insurance, New Business Development, Underwriting, Sales Management, Account Management, Retirement Planning, Risk Management, Sales, Financial Services, Mutual Funds, Fixed Annuities, Negotiation, Management, Disability Insurance, Long Term Care Insurance, Managed Money, Customer Service, Leadership
Education
DePaul University 2000 — 2004
Loribeth Clark's Principal Financial Group Experience June 2000 - July 2001
Job Artist, Interior Designer
Industry Writing and Editing
Experience
Moments of Art February 2013 - Present
Small Moments June 2009 - Present
Self (self-employed) June 2009 - Present
Avon January 2012 - February 2013
US Census Bureau October 2009 - August 2010
US Census Bureau March 2009 - September 2009
Independent Agent - self August 2007 - September 2009
Kay Jewelers June 2008 - March 2009
GE Aviation 2005 - 2007
Principal Financial Group June 2000 - July 2001
Skills
Recruiting, Leadership, Customer Service, Project Planning, Budgets, Human Resources, Social Media, Public Speaking, Interviews, Microsoft Office, Outlook, Team Building, Fundraising, Social Media Marketing, Microsoft Excel, Employee Relations, Customer Satisfaction, Sales, Photography, Blogging, Editing, Creative Writing
Education
University of Phoenix 2006 — 2010
Bachelors, Global Business Management
Davenport University 1984 — 1986
Associates, Applied Sciences
Moments of Art February 2013 - Present
Small Moments June 2009 - Present
Self (self-employed) June 2009 - Present
Avon January 2012 - February 2013
US Census Bureau October 2009 - August 2010
US Census Bureau March 2009 - September 2009
Independent Agent - self August 2007 - September 2009
Kay Jewelers June 2008 - March 2009
GE Aviation 2005 - 2007
Principal Financial Group June 2000 - July 2001
Skills
Recruiting, Leadership, Customer Service, Project Planning, Budgets, Human Resources, Social Media, Public Speaking, Interviews, Microsoft Office, Outlook, Team Building, Fundraising, Social Media Marketing, Microsoft Excel, Employee Relations, Customer Satisfaction, Sales, Photography, Blogging, Editing, Creative Writing
Education
University of Phoenix 2006 — 2010
Bachelors, Global Business Management
Davenport University 1984 — 1986
Associates, Applied Sciences
Beth Schlotfeldt's Principal Financial Group Experience August 2014 - Present
Job Instructional Design Consultant at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group August 2014 - Present
IABC/Iowa July 2014 - Present
Iles Funeral Homes 2010 - Present
Principal Financial Group October 2006 - August 2014
Beam Industries 2005 - 2006
Skills
Leadership, Project Management, Instructional Design, Graphic Design, Marketing Strategy, Marketing Communications, Marketing, ADDIE, • Software: Adobe..., • Strong negotiation,..., Advertising, Social Media, • Prompt and courteous..., • Expert with workflow..., Digital Marketing, Logo Design, • Planning, time..., Agile Methodologies, • Thrives in a..., Training creation and..., WordPress, • Detail oriented and..., • Ability to adapt and..., Brochures, Direct Mail, Direct Marketing, • Presentation and..., • Expertise in workflow..., Graphics, • Written and oral..., • Microsoft Office..., • Software Skills:..., • Experienced in both..., • Ability to think..., Mobile Appications, • Ability to maintain..., • Familiar with basic..., Achievement Oriented, Agile
Education
Simpson College 2011 — 2013
Bachelor's degree, Marketing, Graduated with Honors - Cum Lauda
Des Moines Area Community College 2004 — 2007
Associate's degree, Graphic Design
Principal Financial Group August 2014 - Present
IABC/Iowa July 2014 - Present
Iles Funeral Homes 2010 - Present
Principal Financial Group October 2006 - August 2014
Beam Industries 2005 - 2006
Skills
Leadership, Project Management, Instructional Design, Graphic Design, Marketing Strategy, Marketing Communications, Marketing, ADDIE, • Software: Adobe..., • Strong negotiation,..., Advertising, Social Media, • Prompt and courteous..., • Expert with workflow..., Digital Marketing, Logo Design, • Planning, time..., Agile Methodologies, • Thrives in a..., Training creation and..., WordPress, • Detail oriented and..., • Ability to adapt and..., Brochures, Direct Mail, Direct Marketing, • Presentation and..., • Expertise in workflow..., Graphics, • Written and oral..., • Microsoft Office..., • Software Skills:..., • Experienced in both..., • Ability to think..., Mobile Appications, • Ability to maintain..., • Familiar with basic..., Achievement Oriented, Agile
Education
Simpson College 2011 — 2013
Bachelor's degree, Marketing, Graduated with Honors - Cum Lauda
Des Moines Area Community College 2004 — 2007
Associate's degree, Graphic Design
Joseph Dietrich's Principal Financial Group Experience May 2011 - August 2011
Job Graduate Student MS in Computer Game Development
Industry Computer Games
Experience
Gary's Foods February 2005 - August 2014
Clarke University August 2009 - May 2013
Principal Financial Group May 2011 - August 2011
Skills
Hardware, HTML, Databases, Software Installation, Security, Active Directory, Servers, Networking, Wireless Networking, Computer Security, Technical Support, Access, Computer Hardware, Windows, VoIP, Help Desk Support, Telecommunications, Windows XP, Windows 7, Operating Systems, Critical Thinking
Education
DePaul University 2014 — 2016
Master's Degree, Computer Game Development
Clarke University 2009 — 2013
Bachelor of Arts, Computer Information Systems, Philosophy
Gary's Foods February 2005 - August 2014
Clarke University August 2009 - May 2013
Principal Financial Group May 2011 - August 2011
Skills
Hardware, HTML, Databases, Software Installation, Security, Active Directory, Servers, Networking, Wireless Networking, Computer Security, Technical Support, Access, Computer Hardware, Windows, VoIP, Help Desk Support, Telecommunications, Windows XP, Windows 7, Operating Systems, Critical Thinking
Education
DePaul University 2014 — 2016
Master's Degree, Computer Game Development
Clarke University 2009 — 2013
Bachelor of Arts, Computer Information Systems, Philosophy
Jack Duffy Jack Duffy's Principal Financial Group Experience July 1998 - Present
Job Operations Manager at Principal Financial Group
Industry Investment Management
Experience
Principal Financial Group July 1998 - Present
Skills
Member of Operation..., Accounts Payable, Management, Budgets, Sales, Investments, Customer Service
Education
Denison University 1980 — 1984
Bachelor of Arts (B.A.), Econonics
Principal Financial Group July 1998 - Present
Skills
Member of Operation..., Accounts Payable, Management, Budgets, Sales, Investments, Customer Service
Education
Denison University 1980 — 1984
Bachelor of Arts (B.A.), Econonics
Phillip Molnar Phillip Molnar's Principal Financial Group Experience May 2014 - Present
Job Mechanical Engineering Student
Industry Mechanical or Industrial Engineering
Experience
Iowa State University January 2013 - Present
Principal Financial Group May 2014 - Present
Leaning Tower of Pizza August 2011 - January 2014
Skills
Matlab, NI LabVIEW, Microsoft Office, CAD/CAM, CAD, Labview, Statistical Data..., Autodesk Software, Solidworks, Manufacturing, Mechanical Engineering, SolidWorks, Time Management
Education
Iowa State University 2012 — 2016
Mechanical Engineering
University of Northern Iowa 2011 — 2012
Physics
Des Moines Area Community College 2009 — 2012
General Education
University of Iowa 2010 — 2011
Engineering
Iowa State University January 2013 - Present
Principal Financial Group May 2014 - Present
Leaning Tower of Pizza August 2011 - January 2014
Skills
Matlab, NI LabVIEW, Microsoft Office, CAD/CAM, CAD, Labview, Statistical Data..., Autodesk Software, Solidworks, Manufacturing, Mechanical Engineering, SolidWorks, Time Management
Education
Iowa State University 2012 — 2016
Mechanical Engineering
University of Northern Iowa 2011 — 2012
Physics
Des Moines Area Community College 2009 — 2012
General Education
University of Iowa 2010 — 2011
Engineering
Antika Myers Antika Myers's Principal Financial Group Experience January 2000 - January 2001
Job Perioperative Registered Nurse at Westlakes Surgery Center
Industry Hospital & Health Care
Experience
Westlakes Surgery Center April 2009 - Present
WESTLAKES SURGERY CENTER January 2006 - Present
MERCY MEDICAL CENTER November 2006 - April 2009
2006IOWA METHODIST MEDICAL CENTER October 2001 - November 2006
Principal Financial Group January 2000 - January 2001
UNIVERSITY OF IOWA/CAMBUS January 1997 - January 2000
Skills
Healthcare, Training, Nursing, Recruiting, Human Resources, Interviews, Software Documentation, Management, Surgery, New Hire Orientations, Operating Room, Analysis
Education
Des Moines Area Community College
ASDN, Nursing
University of Iowa
B.A, Liberal Arts
Westlakes Surgery Center April 2009 - Present
WESTLAKES SURGERY CENTER January 2006 - Present
MERCY MEDICAL CENTER November 2006 - April 2009
2006IOWA METHODIST MEDICAL CENTER October 2001 - November 2006
Principal Financial Group January 2000 - January 2001
UNIVERSITY OF IOWA/CAMBUS January 1997 - January 2000
Skills
Healthcare, Training, Nursing, Recruiting, Human Resources, Interviews, Software Documentation, Management, Surgery, New Hire Orientations, Operating Room, Analysis
Education
Des Moines Area Community College
ASDN, Nursing
University of Iowa
B.A, Liberal Arts
Cole Horsman Cole Horsman's Principal Financial Group Experience November 2014 - Present
Job Annuity Technician at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group November 2014 - Present
CVS Caremark Corporation September 2013 - August 2014
Wells Fargo Home Mortgage July 2012 - September 2013
Stone Ridge Properties August 2010 - October 2012
People's Court August 2011 - August 2012
Camp Canadensis June 2010 - August 2010
Best Buy May 2009 - May 2010
Skills
Leadership, Sales, Customer Service, Oral & Written..., Technology, Forward Thinking, Organization, Innovation, Ingenuity, Analytics, Microsoft Office, Communication, Quality Control, HTML, Investments, Statistics, Retirement Savings, Process Improvement, Operational Efficiency
Education
Des Moines Area Community College 2011 — 2014
Associate of Arts (A.A.)
Des Moines Area Community College 2011 — 2013
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies, 3.5 Cumulative GPA
Principal Financial Group November 2014 - Present
CVS Caremark Corporation September 2013 - August 2014
Wells Fargo Home Mortgage July 2012 - September 2013
Stone Ridge Properties August 2010 - October 2012
People's Court August 2011 - August 2012
Camp Canadensis June 2010 - August 2010
Best Buy May 2009 - May 2010
Skills
Leadership, Sales, Customer Service, Oral & Written..., Technology, Forward Thinking, Organization, Innovation, Ingenuity, Analytics, Microsoft Office, Communication, Quality Control, HTML, Investments, Statistics, Retirement Savings, Process Improvement, Operational Efficiency
Education
Des Moines Area Community College 2011 — 2014
Associate of Arts (A.A.)
Des Moines Area Community College 2011 — 2013
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies, 3.5 Cumulative GPA
Erica McKasson Erica McKasson's Principal Financial Group Experience March 2014 - Present
Job UI/UX Designer II at Principal Financial Group
Industry Graphic Design
Experience
Principal Financial Group March 2014 - Present
EDJE technologies September 2006 - February 2014
Marshalltown Company June 2003 - September 2006
Farmboy Inc 2002 - 2003
Skills
Web Design, Dreamweaver, Illustrator, Photoshop, Image Manipulation, Graphic Design, Photo manipulation, Print Design, Website Design, Problem Solving, Graphics, Photography, InDesign, User Interface Design, User Experience, Banners
Education
Des Moines Area Community College 2001 — 2003
AAS, Graphic Design
Principal Financial Group March 2014 - Present
EDJE technologies September 2006 - February 2014
Marshalltown Company June 2003 - September 2006
Farmboy Inc 2002 - 2003
Skills
Web Design, Dreamweaver, Illustrator, Photoshop, Image Manipulation, Graphic Design, Photo manipulation, Print Design, Website Design, Problem Solving, Graphics, Photography, InDesign, User Interface Design, User Experience, Banners
Education
Des Moines Area Community College 2001 — 2003
AAS, Graphic Design
Lynette Williamson, GRI, CRS, ePRO, CNHS Lynette Williamson, GRI, CRS, ePRO, CNHS's Principal Financial Group Experience April 1992 - December 2005
Job Sales Associate at Keller Williams
Industry Real Estate
Experience
Keller Williams March 2014 - Present
Principal Financial Group April 1992 - December 2005
Ryer Truck Rental January 1988 - January 1992
Skills
Sellers, Investors, Real Estate, Real Estate Transactions, Sales, First Time Home Buyers, Buyers, Investment Properties, Single Family Homes, Foreclosures
Education
Des Moines Area Community College 1992 — 1994
Sales, Sales
Des Moines Area Community College
Keller Williams March 2014 - Present
Principal Financial Group April 1992 - December 2005
Ryer Truck Rental January 1988 - January 1992
Skills
Sellers, Investors, Real Estate, Real Estate Transactions, Sales, First Time Home Buyers, Buyers, Investment Properties, Single Family Homes, Foreclosures
Education
Des Moines Area Community College 1992 — 1994
Sales, Sales
Des Moines Area Community College
Jim Coronado Jim Coronado's Principal Financial Group Experience October 2012 - Present
Job FINANCIAL REPRESENTATIVE at Principal Financial Group
Industry Insurance
Experience
Principal Financial Group October 2012 - Present
COUNTRY ® Financial July 2009 - October 2012
TDAMERITRADE January 2007 - May 2009
REGAL SECURITIES November 2005 - January 2007
ROUND HILL SECURITIES March 2002 - November 2005
Scottrade July 1989 - January 2002
ROSENKRANTZ, LYON & ROSS, INC. January 1989 - March 1989
RAF FINANCIAL February 1988 - September 1988
Legend Securities Inc. June 1985 - December 1987
Merrill Lynch October 1981 - June 1985
Skills
401k, 403 b, SEP, Simple IRA, Annuities (Variable and..., Asset Allocation, Business Continuation..., Business Overhead..., Buy-sell Agreements, Buy-Sell Review, Charitable Giving, College Funding..., Deferred Compensation..., Dental Insurance, Disability Income..., Estate Planning, Executive Benefits..., Income Protection, Informal Business..., IRA's (Traditional and..., Key Person Insurance, Long Term Care Insurance, Mutual Funds, Pension Plans, Salary Continuation, Split Dollar Plans, Supplemental Retirement..., Survivor Income, Tax Deferred Savings, Term Life Insurance, Wellness Programs, Wealth Accumulation, Whole Life Insurance
Education
DePaul University 1980 — 1981
ACCOUNTING
ST RITA HIGH SCHOOL 1976 — 1980
DIPLOMA, BUSINESS, HISTORY, ECONOMICS
DePaul University
ACCOUNTING
Principal Financial Group October 2012 - Present
COUNTRY ® Financial July 2009 - October 2012
TDAMERITRADE January 2007 - May 2009
REGAL SECURITIES November 2005 - January 2007
ROUND HILL SECURITIES March 2002 - November 2005
Scottrade July 1989 - January 2002
ROSENKRANTZ, LYON & ROSS, INC. January 1989 - March 1989
RAF FINANCIAL February 1988 - September 1988
Legend Securities Inc. June 1985 - December 1987
Merrill Lynch October 1981 - June 1985
Skills
401k, 403 b, SEP, Simple IRA, Annuities (Variable and..., Asset Allocation, Business Continuation..., Business Overhead..., Buy-sell Agreements, Buy-Sell Review, Charitable Giving, College Funding..., Deferred Compensation..., Dental Insurance, Disability Income..., Estate Planning, Executive Benefits..., Income Protection, Informal Business..., IRA's (Traditional and..., Key Person Insurance, Long Term Care Insurance, Mutual Funds, Pension Plans, Salary Continuation, Split Dollar Plans, Supplemental Retirement..., Survivor Income, Tax Deferred Savings, Term Life Insurance, Wellness Programs, Wealth Accumulation, Whole Life Insurance
Education
DePaul University 1980 — 1981
ACCOUNTING
ST RITA HIGH SCHOOL 1976 — 1980
DIPLOMA, BUSINESS, HISTORY, ECONOMICS
DePaul University
ACCOUNTING
Shari Ferguson, CIP Shari Ferguson, CIP's Principal Financial Group Experience January 1995 - December 1999
Job President & Interventionist at Inspire Interventions
Industry Hospital & Health Care
Experience
Inspire Interventions February 2013 - Present
Recovery Ways August 2010 - December 2013
Casa Palmera August 2006 - August 2008
Cirque Lodge June 2005 - August 2008
Hartford Life February 2000 - June 2001
Principal Financial Group January 1995 - December 1999
Skills
Interventions, Crisis Intervention, Behavioral Health, Mental Health, Addiction Recovery, Public Speaking, Prevention, Therapists, Chemical Dependency, Motivational..., Mental Health Counseling, Business Development, Group Therapy, Social Services, CBT, Staff Development, Case Managment, Dual Diagnosis, Case Management, Budgets, Psychotherapy, Referrals, Family Therapy, Program Development, DBT, Marketing, Self-esteem, Event Management, Adolescents, Networking, Treatment, Psychology, Admissions Counseling, Leadership, Clinical Research, Counseling Psychology, Healthcare, Event Planning, Training, Sales, Recruiting, Conflict Resolution, Conferences, Proffessional networking
Education
University of Washington 1997 — 2000
BA
DePauw University 1985 — 1986
Royal Academy of Dramatic Arts
Summer Program
Inspire Interventions February 2013 - Present
Recovery Ways August 2010 - December 2013
Casa Palmera August 2006 - August 2008
Cirque Lodge June 2005 - August 2008
Hartford Life February 2000 - June 2001
Principal Financial Group January 1995 - December 1999
Skills
Interventions, Crisis Intervention, Behavioral Health, Mental Health, Addiction Recovery, Public Speaking, Prevention, Therapists, Chemical Dependency, Motivational..., Mental Health Counseling, Business Development, Group Therapy, Social Services, CBT, Staff Development, Case Managment, Dual Diagnosis, Case Management, Budgets, Psychotherapy, Referrals, Family Therapy, Program Development, DBT, Marketing, Self-esteem, Event Management, Adolescents, Networking, Treatment, Psychology, Admissions Counseling, Leadership, Clinical Research, Counseling Psychology, Healthcare, Event Planning, Training, Sales, Recruiting, Conflict Resolution, Conferences, Proffessional networking
Education
University of Washington 1997 — 2000
BA
DePauw University 1985 — 1986
Royal Academy of Dramatic Arts
Summer Program
Connie Darr Connie Darr's Principal Financial Group Experience 2003 - 2006
Job Education Technician at the Army Management Staff College
Industry Government Administration
Experience
Department of the Army - Army Management Staff College November 2012 - Present
United States Army Reserve December 2011 - December 2013
UNITED STATES ARMY April 2010 - June 2011
UNITED STATES ARMY RESERVES November 2009 - April 2010
CitiMortgage November 2003 - February 2009
United States Army Reserves - 9/95th DIV IT 2006 - 2007
Principal Financial Group 2003 - 2006
Wells Fargo Home Mortgage 2003 - 2003
Wellmark Blue Cross Blue Shield of Iowa March 1999 - July 2001
Skills
Microsoft Office Suite, SharePoint, Visio, Customer Service, Time Management, Cross-functional Team..., Office Management, Outlook, Leadership, Inventory Management, Team Building, Government, Operations Management, Project Coordination, Project Planning, Research, Human Resources, Team Leadership, Military, Training, Process Scheduler, Economic Development, Microsoft Office, Operational Planning, Web Development, Data Entry, Program Management, Logistics, Event Planning, Management, Data Analysis, Workshop Facilitation, Policy
Education
Kaplan University 2013 — 2015
M.S. in Education, Instructional Technology
Iowa State University 1989 — 1991
BBA, Business Administration
Des Moines Area Community College 1987 — 1989
Business Administration, Transferred to Iowa State University
Department of the Army - Army Management Staff College November 2012 - Present
United States Army Reserve December 2011 - December 2013
UNITED STATES ARMY April 2010 - June 2011
UNITED STATES ARMY RESERVES November 2009 - April 2010
CitiMortgage November 2003 - February 2009
United States Army Reserves - 9/95th DIV IT 2006 - 2007
Principal Financial Group 2003 - 2006
Wells Fargo Home Mortgage 2003 - 2003
Wellmark Blue Cross Blue Shield of Iowa March 1999 - July 2001
Skills
Microsoft Office Suite, SharePoint, Visio, Customer Service, Time Management, Cross-functional Team..., Office Management, Outlook, Leadership, Inventory Management, Team Building, Government, Operations Management, Project Coordination, Project Planning, Research, Human Resources, Team Leadership, Military, Training, Process Scheduler, Economic Development, Microsoft Office, Operational Planning, Web Development, Data Entry, Program Management, Logistics, Event Planning, Management, Data Analysis, Workshop Facilitation, Policy
Education
Kaplan University 2013 — 2015
M.S. in Education, Instructional Technology
Iowa State University 1989 — 1991
BBA, Business Administration
Des Moines Area Community College 1987 — 1989
Business Administration, Transferred to Iowa State University
J.D. Lutz J.D. Lutz's Principal Financial Group Experience January 1995 - December 1996
Job President and Shareholder at Boyd Tax & Accounting
Industry Accounting
Experience
Boyd Tax & Accounting December 2013 - Present
Boyd Tax 2013 - 2014
Deloitte May 1998 - November 2013
Blackman & Sloop, CPAs, P.A. 2008 - 2009
Principal Financial Group January 1995 - December 1996
Skills
Executive Pay, Employee Benefits, Financial Accounting, Payroll, Taxes/Regulatory..., Research, Personnel Management, Relationship Management, Global mobility, Global benefits, Healthcare Reform, Fringe Benefits, Qualified Retirement..., Non-Qualified Deferred..., Business Development, equity compensation
Education
University of Missouri 1996 — 1998
M.B.A, Business Administration and Management, General
DePaul University 1991 — 1992
M.S. Taxation, Taxation
Iowa State University 1983 — 1987
B.B.A, Accounting
Boyd Tax & Accounting December 2013 - Present
Boyd Tax 2013 - 2014
Deloitte May 1998 - November 2013
Blackman & Sloop, CPAs, P.A. 2008 - 2009
Principal Financial Group January 1995 - December 1996
Skills
Executive Pay, Employee Benefits, Financial Accounting, Payroll, Taxes/Regulatory..., Research, Personnel Management, Relationship Management, Global mobility, Global benefits, Healthcare Reform, Fringe Benefits, Qualified Retirement..., Non-Qualified Deferred..., Business Development, equity compensation
Education
University of Missouri 1996 — 1998
M.B.A, Business Administration and Management, General
DePaul University 1991 — 1992
M.S. Taxation, Taxation
Iowa State University 1983 — 1987
B.B.A, Accounting
Christopher Weible Christopher Weible's Principal Financial Group Experience December 2013 - Present
Job Customers Come First
Industry Financial Services
Experience
Principal Financial Group December 2013 - Present
MidwestGuru.com September 2008 - December 2013
ADP May 2009 - March 2013
AppleOne Employment Services October 2008 - May 2009
QuikTrip February 2004 - September 2008
Habitat for Humanity April 2006 - August 2006
Communications Data Services November 1996 - January 2004
Boy Scouts of America November 2001 - January 2003
Git n Go August 1996 - October 1996
Office Depot January 1996 - August 1996
Skills
Windows, Operating Systems, Troubleshooting, Programming, AS400, COBOL, Telephone Skills, Customer Relations, Change Management, Accounting, OS/400, Assembly, JCL, Intel, XP, Documentation, HTML, Word, Excel, Problem Solving, Inventory Management, PowerPoint, Customer Service, Computer Hardware, Security, Team Leadership, Administration, Hardware, Microsoft Excel, IBM iSeries, Software Documentation
Education
Des Moines Area Community College 1988 — 1990
AAS, Computer Programming
Principal Financial Group December 2013 - Present
MidwestGuru.com September 2008 - December 2013
ADP May 2009 - March 2013
AppleOne Employment Services October 2008 - May 2009
QuikTrip February 2004 - September 2008
Habitat for Humanity April 2006 - August 2006
Communications Data Services November 1996 - January 2004
Boy Scouts of America November 2001 - January 2003
Git n Go August 1996 - October 1996
Office Depot January 1996 - August 1996
Skills
Windows, Operating Systems, Troubleshooting, Programming, AS400, COBOL, Telephone Skills, Customer Relations, Change Management, Accounting, OS/400, Assembly, JCL, Intel, XP, Documentation, HTML, Word, Excel, Problem Solving, Inventory Management, PowerPoint, Customer Service, Computer Hardware, Security, Team Leadership, Administration, Hardware, Microsoft Excel, IBM iSeries, Software Documentation
Education
Des Moines Area Community College 1988 — 1990
AAS, Computer Programming
Andrea Rush Andrea Rush's Principal Financial Group Experience April 2013 - Present
Job Sales Support Specialist at Principal Financial Group
Industry Insurance
Experience
Principal Financial Group April 2013 - Present
Auto Owners Insurance Company July 2010 - April 2013
Jackson National Life March 2007 - July 2010
Comerica Bank April 2004 - March 2007
Skills
Insurance, Banking, Cross Selling, Loans, Credit, Consumer Lending, Credit Analysis, Commercial Banking, Fixed Annuities, Access, Accounting, Mortgage Lending, Variable Annuities, Strategic Financial..., Securities
Education
Central Michigan University 2013 — 2015
Master of Science (MS), Human Resources Management/Personnel Administration, General
Davenport University 2008 — 2012
BBA, Business
Bendle Sr. High School 1997 — 2001
Principal Financial Group April 2013 - Present
Auto Owners Insurance Company July 2010 - April 2013
Jackson National Life March 2007 - July 2010
Comerica Bank April 2004 - March 2007
Skills
Insurance, Banking, Cross Selling, Loans, Credit, Consumer Lending, Credit Analysis, Commercial Banking, Fixed Annuities, Access, Accounting, Mortgage Lending, Variable Annuities, Strategic Financial..., Securities
Education
Central Michigan University 2013 — 2015
Master of Science (MS), Human Resources Management/Personnel Administration, General
Davenport University 2008 — 2012
BBA, Business
Bendle Sr. High School 1997 — 2001
Megan Corcoran's Principal Financial Group Experience April 2012 - Present
Job Sales Executive at Principal Financial Group
Industry Insurance
Experience
West Michigan Association of Health Underwriters July 2014 - Present
Principal Financial Group April 2012 - Present
Agent Alliance Corporation March 2009 - April 2012
Benefit Source Inc. 2008 - 2009
Humana 2002 - 2008
Skills
Health Insurance, Employee Benefits, Health Savings Accounts, Insurance, Customer Service, Sales Management, Benefits Administration, Leadership, Cold Calling, Human Resources, Small Business, Strategic Planning, Disability Insurance, Life Insurance, Underwriting, Sales, Term Life Insurance, Brokers, Time Management, Workers Compensation, COBRA, 401k, Fixed Annuities, Medicare, Group Insurance, Group Medical, Health Care Reform, Commercial Insurance, Long-term Care
Education
Davenport University 1996 — 2000
General Business
West Michigan Association of Health Underwriters July 2014 - Present
Principal Financial Group April 2012 - Present
Agent Alliance Corporation March 2009 - April 2012
Benefit Source Inc. 2008 - 2009
Humana 2002 - 2008
Skills
Health Insurance, Employee Benefits, Health Savings Accounts, Insurance, Customer Service, Sales Management, Benefits Administration, Leadership, Cold Calling, Human Resources, Small Business, Strategic Planning, Disability Insurance, Life Insurance, Underwriting, Sales, Term Life Insurance, Brokers, Time Management, Workers Compensation, COBRA, 401k, Fixed Annuities, Medicare, Group Insurance, Group Medical, Health Care Reform, Commercial Insurance, Long-term Care
Education
Davenport University 1996 — 2000
General Business
Darlyne Farris Jackson Darlyne Farris Jackson's Principal Financial Group Experience May 2012 - Present
Job Executive Adm. Assistant at Principal Financial Group
Industry Hospital & Health Care
Experience
Principal Financial Group May 2012 - Present
Corporate Health Management March 2012 - Present
MCNT July 2001 - October 2011
Education
Dallas Baptist University 1971 — 1973
Woodrow Wilson High School
Principal Financial Group May 2012 - Present
Corporate Health Management March 2012 - Present
MCNT July 2001 - October 2011
Education
Dallas Baptist University 1971 — 1973
Woodrow Wilson High School
Annie Packard Annie Packard's Principal Financial Group Experience January 1996 - January 2005
Job Senior Customer Service Representative at Garber Management Group
Industry Automotive
Experience
Garber Management Group August 2012 - Present
Garber Management January 2008 - Present
New Life Missionary Baptist Church January 2006 - December 2008
Principal Financial Group January 1996 - January 2005
Principal Financial Group January 1996 - January 2005
Skills
Sales, Customer Service, Strategic Planning, Marketing, Time Management, Event Management, Insurance, Interviews, Customer Satisfaction, Team Building, Microsoft Excel, Marketing Strategy, Microsoft Office, Event Planning, New Business Development
Education
Davenport University 2008 — 2011
Associate, Business Management
Garber Management Group August 2012 - Present
Garber Management January 2008 - Present
New Life Missionary Baptist Church January 2006 - December 2008
Principal Financial Group January 1996 - January 2005
Principal Financial Group January 1996 - January 2005
Skills
Sales, Customer Service, Strategic Planning, Marketing, Time Management, Event Management, Insurance, Interviews, Customer Satisfaction, Team Building, Microsoft Excel, Marketing Strategy, Microsoft Office, Event Planning, New Business Development
Education
Davenport University 2008 — 2011
Associate, Business Management
Beth Winter Beth Winter's Principal Financial Group Experience July 1994 - September 2008
Job Senior Nurse Case Manager at United Heartland
Industry Insurance
Experience
United Heartland June 2012 - Present
Nationwide Agribusiness September 2008 - June 2012
Principal Financial Group July 1994 - September 2008
Skills
Certified Case Manager, Disease Management, Case Management, Workers Compensation, Nursing, Managed Care, Claim, Healthcare, Claims Management, Acute Care, Inpatient, Healthcare Management, Insurance, Property & Casualty...
Education
Des Moines Area Community College 1989 — 1991
Associates Degree, Registered Nursing/Registered Nurse
Des Moines Area Community College 1989 — 1991
Associates Degree, Nursing
United Heartland June 2012 - Present
Nationwide Agribusiness September 2008 - June 2012
Principal Financial Group July 1994 - September 2008
Skills
Certified Case Manager, Disease Management, Case Management, Workers Compensation, Nursing, Managed Care, Claim, Healthcare, Claims Management, Acute Care, Inpatient, Healthcare Management, Insurance, Property & Casualty...
Education
Des Moines Area Community College 1989 — 1991
Associates Degree, Registered Nursing/Registered Nurse
Des Moines Area Community College 1989 — 1991
Associates Degree, Nursing
Varun Bhat Varun Bhat's Principal Financial Group Experience 2006 - 2007
Job Senior Manager, Corporate Development at Qlik
Industry Information Technology and Services
Experience
Qlik May 2015 - Present
Aspect Software June 2014 - May 2015
MRV Communications April 2011 - June 2014
BrownWinick 2007 - 2011
Principal Financial Group 2006 - 2007
University of Iowa Center for International Finance and Development 2005 - 2007
Skills
Mergers & Acquisitions, Strategy, Valuation Modeling, Company Valuation, Go-to-market Strategy, Private Equity, Innovation Management
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (MBA)
University of Iowa College of Law 2004 — 2007
J.D.
Grinnell College 2000 — 2004
Bachelor of Arts, Economics
United World College South East Asia 1998 — 2000
International Baccalaureate
Delhi Public School - R. K. Puram 1994 — 1998
Qlik May 2015 - Present
Aspect Software June 2014 - May 2015
MRV Communications April 2011 - June 2014
BrownWinick 2007 - 2011
Principal Financial Group 2006 - 2007
University of Iowa Center for International Finance and Development 2005 - 2007
Skills
Mergers & Acquisitions, Strategy, Valuation Modeling, Company Valuation, Go-to-market Strategy, Private Equity, Innovation Management
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (MBA)
University of Iowa College of Law 2004 — 2007
J.D.
Grinnell College 2000 — 2004
Bachelor of Arts, Economics
United World College South East Asia 1998 — 2000
International Baccalaureate
Delhi Public School - R. K. Puram 1994 — 1998
JOE HAYWORTH III's Principal Financial Group Experience June 2000 - December 2006
Job CHIEF EXECUTIVE OPTIMIST, VIATICO, P.L.
Industry Financial Services
Experience
Self-employed December 2006 - Present
Principal Financial Group June 2000 - December 2006
Skills
Viatical and Life..., Asset Management, Licensed Life Insurance...
Education
Fuller Theological Seminary 2011 — 2016
Masters of Divinity, Pastoral Counseling and Specialized Ministries
Davidson College 1996 — 2000
Bachelor of Arts (B.A.), History and French
Self-employed December 2006 - Present
Principal Financial Group June 2000 - December 2006
Skills
Viatical and Life..., Asset Management, Licensed Life Insurance...
Education
Fuller Theological Seminary 2011 — 2016
Masters of Divinity, Pastoral Counseling and Specialized Ministries
Davidson College 1996 — 2000
Bachelor of Arts (B.A.), History and French
Jennifer Davis-Papa Jennifer Davis-Papa's Principal Financial Group Experience December 2006 - October 2012
Job Vice President
Industry Financial Services
Experience
J.P. Morgan October 2012 - Present
Principal Financial Group December 2006 - October 2012
LaSalle Bank November 2001 - December 2006
Comerica April 1998 - November 2001
Skills
Retirement Planning, Series 7, 401k, Retirement, Business Planning, Investments, Profit Sharing, Defined Benefit, Pensions, Plan Design, Asset Allocation, ERISA, Deferred Compensation, Customer Relations, Retirement Services, Consultative Selling, Non-profits, Municipalities, Business Development, Financial Services, Business Strategy, Corporate Benefits, Strategic Consulting, Contract Negotiation, Salesforce.com
Education
University of Michigan-Dearborn 2009 — 2011
MBA, Finance
Davenport University 1998 — 2002
B.S., Finance and Management
J.P. Morgan October 2012 - Present
Principal Financial Group December 2006 - October 2012
LaSalle Bank November 2001 - December 2006
Comerica April 1998 - November 2001
Skills
Retirement Planning, Series 7, 401k, Retirement, Business Planning, Investments, Profit Sharing, Defined Benefit, Pensions, Plan Design, Asset Allocation, ERISA, Deferred Compensation, Customer Relations, Retirement Services, Consultative Selling, Non-profits, Municipalities, Business Development, Financial Services, Business Strategy, Corporate Benefits, Strategic Consulting, Contract Negotiation, Salesforce.com
Education
University of Michigan-Dearborn 2009 — 2011
MBA, Finance
Davenport University 1998 — 2002
B.S., Finance and Management
Cal Flores Cal Flores's Principal Financial Group Experience April 1999 - April 2000
Job Business Analyst Senior Specialist at CIGNA
Industry Information Technology and Services
Experience
CIGNA May 2010 - Present
CIGNA May 2003 - May 2010
CIGNA April 2000 - May 2003
Principal Financial Group April 1999 - April 2000
Skills
Business Analysis, Requirements Gathering, SDLC, Business Process Mapping, User Acceptance Testing, Software Development, Data Analysis, Visio, Microsoft Excel, Microsoft Office, Accounting, Use Case Analysis, Project Management, Six Sigma, SharePoint, Software Documentation, Claim, Healthcare, Insurance, Gap Analysis, Requirement..., Access, Analysis, Process Improvement
Education
Dallas Baptist University 2006 — 2010
Master of Business Administration (M.B.A.), MIS, Accounting, 3.8
Texas Tech University 1986 — 1990
Bachelor of Arts (B.A.), Economics
CIGNA May 2010 - Present
CIGNA May 2003 - May 2010
CIGNA April 2000 - May 2003
Principal Financial Group April 1999 - April 2000
Skills
Business Analysis, Requirements Gathering, SDLC, Business Process Mapping, User Acceptance Testing, Software Development, Data Analysis, Visio, Microsoft Excel, Microsoft Office, Accounting, Use Case Analysis, Project Management, Six Sigma, SharePoint, Software Documentation, Claim, Healthcare, Insurance, Gap Analysis, Requirement..., Access, Analysis, Process Improvement
Education
Dallas Baptist University 2006 — 2010
Master of Business Administration (M.B.A.), MIS, Accounting, 3.8
Texas Tech University 1986 — 1990
Bachelor of Arts (B.A.), Economics
Lori Dorwart's Principal Financial Group Experience June 1999 - December 2004
Job Product Specialist at FiveStar Technology Solutions
Industry Insurance
Experience
Five-Star Technology Solutions October 2014 - Present
Accountable Health Solutions January 2005 - May 2014
Principal Financial Group June 1999 - December 2004
The Broadbent Company November 1998 - May 1999
The Broadbent Company July 1995 - November 1998
Skills
Microsoft Office, Employee Wellness..., Healthcare, Program Management, Problem Solving, Customer Service, Property Management, Business Strategy, Salesforce.com, Direct Sales, Process Improvement, Time Management, Insurance, Account Management, Sales, Leadership, Strategy, Management, Health Insurance, Employee Benefits
Education
Illinois State University 1992 — 1993
Bachelors Degree, Finance
Danville Area Community College 1990 — 1992
Associate of Science (A.S.)
Five-Star Technology Solutions October 2014 - Present
Accountable Health Solutions January 2005 - May 2014
Principal Financial Group June 1999 - December 2004
The Broadbent Company November 1998 - May 1999
The Broadbent Company July 1995 - November 1998
Skills
Microsoft Office, Employee Wellness..., Healthcare, Program Management, Problem Solving, Customer Service, Property Management, Business Strategy, Salesforce.com, Direct Sales, Process Improvement, Time Management, Insurance, Account Management, Sales, Leadership, Strategy, Management, Health Insurance, Employee Benefits
Education
Illinois State University 1992 — 1993
Bachelors Degree, Finance
Danville Area Community College 1990 — 1992
Associate of Science (A.S.)
Molly Camp Molly Camp's Principal Financial Group Experience September 2004 - January 2010
Job Human Services ID Service Coordinator
Industry Nonprofit Organization Management
Experience
Candeo January 2011 - Present
Collins-Maxwell School February 2010 - February 2011
Principal Financial Group September 2004 - January 2010
Iowa Heart Center November 2000 - September 2004
Mercy Medical Clinic August 1997 - November 2000
Skills
Non-profits, Team Building, Customer Service, Medical Terminology, Microsoft Office, PowerPoint, Outlook, Medical Records, Microsoft Word, Fundraising, HIPAA, Leadership, Nonprofits, Management, Teaching
Education
University of Phoenix 2007 — 2011
Bachelors, Human Services/Management
Des Moines Area Community College 1996 — 1997
Diploma, Medical Assistant
Candeo January 2011 - Present
Collins-Maxwell School February 2010 - February 2011
Principal Financial Group September 2004 - January 2010
Iowa Heart Center November 2000 - September 2004
Mercy Medical Clinic August 1997 - November 2000
Skills
Non-profits, Team Building, Customer Service, Medical Terminology, Microsoft Office, PowerPoint, Outlook, Medical Records, Microsoft Word, Fundraising, HIPAA, Leadership, Nonprofits, Management, Teaching
Education
University of Phoenix 2007 — 2011
Bachelors, Human Services/Management
Des Moines Area Community College 1996 — 1997
Diploma, Medical Assistant
Jean Jeanner Kamp's Principal Financial Group Experience January 2015 - Present
Job List Analyst at Principal Financial Group
Industry Entertainment
Experience
Principal Financial Group January 2015 - Present
Lloyd Flanders Real Estate January 2014 - Present
JMK Designs January 2000 - Present
Perfect Games Inc December 2011 - December 2013
Danfoss May 1997 - December 2009
Skills
Adobe Creative Suite, InDesign, Dreamweaver, Illustrator, Microsoft Office, Photoshop, Basic HTML, CSS, MailChimp, Silverpop Engage, Web Development, Zoho, Adobe Bridge, Time Management, Web Applications, Online Marketing, Brochures, Advertising, Graphic Design
Education
Coldwell Banker Academy
Marketing
Des Moines Area Community College
AAS, Graphic Technologies; Web Development;
Des Moines Area Community College
Certificate of Completion, Interactive Media
Riverside City College
AA, Business Administration
Sauer Danfoss Academy
Team Building; Personal Development; 8-Step Problem Solving
Principal Financial Group January 2015 - Present
Lloyd Flanders Real Estate January 2014 - Present
JMK Designs January 2000 - Present
Perfect Games Inc December 2011 - December 2013
Danfoss May 1997 - December 2009
Skills
Adobe Creative Suite, InDesign, Dreamweaver, Illustrator, Microsoft Office, Photoshop, Basic HTML, CSS, MailChimp, Silverpop Engage, Web Development, Zoho, Adobe Bridge, Time Management, Web Applications, Online Marketing, Brochures, Advertising, Graphic Design
Education
Coldwell Banker Academy
Marketing
Des Moines Area Community College
AAS, Graphic Technologies; Web Development;
Des Moines Area Community College
Certificate of Completion, Interactive Media
Riverside City College
AA, Business Administration
Sauer Danfoss Academy
Team Building; Personal Development; 8-Step Problem Solving
Tony Abatangelo Tony Abatangelo's Principal Financial Group Experience 2008 - 2009
Job FrontEnd Developer
Industry Investment Management
Experience
Self-Employed February 2015 - Present
Note in the Pocket November 2012 - May 2014
Addison and Clark Trading June 2011 - October 2012
Self Employed October 2007 - May 2011
Eco Risk Markets LLC October 2010 - February 2011
The Agilis Group, LLC February 2010 - September 2010
Principal Financial Group 2008 - 2009
Bell Trading 2005 - 2007
Goldenberg, Hehmeyer and Co. 1990 - 2004
Skills
Portfolio Management, Strategy, Equities, Start-ups, Strategic Partnerships, Hedge Funds, Derivatives, Venture Capital, Building Relationships, Fundraising, Finance, Management, Exchange Traded..., Derviatives Trading, Volunteering, Proprietary Trading, Mentoring, Charitable Crowdfunding, HTML5, CSS, Inkscape, JavaScript, Crowdfunding, WordPress
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1988 — 1990
MBA, Finance
Lake Forest College 1983 — 1986
B.A., Mathematics
Self-Employed February 2015 - Present
Note in the Pocket November 2012 - May 2014
Addison and Clark Trading June 2011 - October 2012
Self Employed October 2007 - May 2011
Eco Risk Markets LLC October 2010 - February 2011
The Agilis Group, LLC February 2010 - September 2010
Principal Financial Group 2008 - 2009
Bell Trading 2005 - 2007
Goldenberg, Hehmeyer and Co. 1990 - 2004
Skills
Portfolio Management, Strategy, Equities, Start-ups, Strategic Partnerships, Hedge Funds, Derivatives, Venture Capital, Building Relationships, Fundraising, Finance, Management, Exchange Traded..., Derviatives Trading, Volunteering, Proprietary Trading, Mentoring, Charitable Crowdfunding, HTML5, CSS, Inkscape, JavaScript, Crowdfunding, WordPress
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1988 — 1990
MBA, Finance
Lake Forest College 1983 — 1986
B.A., Mathematics
Matthew DiPuppo Matthew DiPuppo's Principal Financial Group Experience March 2014 - Present
Job Princor Registered Representative Financial Advisor
Industry Financial Services
Experience
Principal Financial Group March 2014 - Present
Springleaf Financial Services September 2012 - March 2014
Springleaf Financial Services June 2011 - September 2012
Springleaf Financial Services November 2010 - June 2011
Chrysler Financial August 2008 - August 2010
Skills
Asset Allocation, Mutual Funds, Estate Planning, Wealth Accumulation, Series 6, Series 63, Variable Annuities, Fixed Annuities, Business Overhead..., Term Life Insurance, Business Continuation..., Pension Plans, IRAs (Traditional &..., 401 (k), 403 (b) SEP &..., Buy-sell Agreements, Buy- Sell Review, Charitable Giving, College Funding..., Deferred Compensation..., Dental Insurance, Disability Income..., Executive Benefits..., Financial Needs Analysis, Income Protection, Informal Business..., Key Person Insurance, Long-Term Care Insurance, Salary Continuation, Split Dollar Plans, Supplemental Retirement..., Survivor Income, Tax Deferred Savings, Universal Life Insurance, Wellness Programs, Whole Life Insurance, Series 65
Education
Delaware Valley College 2011 — 2012
Finance-MBA Program
Widener University School of Law 2007 — 2008
Law
Kutztown University of Pennsylvania 2003 — 2006
BA, Political Science
Principal Financial Group March 2014 - Present
Springleaf Financial Services September 2012 - March 2014
Springleaf Financial Services June 2011 - September 2012
Springleaf Financial Services November 2010 - June 2011
Chrysler Financial August 2008 - August 2010
Skills
Asset Allocation, Mutual Funds, Estate Planning, Wealth Accumulation, Series 6, Series 63, Variable Annuities, Fixed Annuities, Business Overhead..., Term Life Insurance, Business Continuation..., Pension Plans, IRAs (Traditional &..., 401 (k), 403 (b) SEP &..., Buy-sell Agreements, Buy- Sell Review, Charitable Giving, College Funding..., Deferred Compensation..., Dental Insurance, Disability Income..., Executive Benefits..., Financial Needs Analysis, Income Protection, Informal Business..., Key Person Insurance, Long-Term Care Insurance, Salary Continuation, Split Dollar Plans, Supplemental Retirement..., Survivor Income, Tax Deferred Savings, Universal Life Insurance, Wellness Programs, Whole Life Insurance, Series 65
Education
Delaware Valley College 2011 — 2012
Finance-MBA Program
Widener University School of Law 2007 — 2008
Law
Kutztown University of Pennsylvania 2003 — 2006
BA, Political Science
Barney Gaumer's Principal Financial Group Experience 1991 - 1995
Job Network Engineer
Industry Telecommunications
Experience
MidAmerican Energy March 2014 - Present
Aviva plc December 2010 - March 2014
Robert Half Technology August 2008 - December 2010
Infrastructure Solutions, Inc. March 2007 - July 2008
Iowa Judicial Branch March 2006 - March 2007
ADP April 1999 - March 2006
Brenton Bank 1997 - 1999
Alltel 1995 - 1997
Principal Financial Group 1991 - 1995
Beacon Microcenter 1990 - 1991
Skills
BGP, OSPF, EIGRP, Solaris, IPv6, Wireshark, Cisco IOS, Tcpdump, CatOS, IGRP, Switches, Cisco, VPN, PIX, RIP, Firewalls, Routing, Network Security, Routers, MPLS, TCP/IP, WAN, Linux, Checkpoint, Troubleshooting, Network Administration, Network Design, Disaster Recovery, VMware ESX, Unix, Cisco Technologies, Security, LAN-WAN, Juniper, ASA, Cisco Nexus, Information Security, IT Management, Computer Security, F5 BigIP, Hardware, Technical Support, High Availability, Juniper Technologies
Education
Des Moines Area Community College 1989 — 1990
Economics
MidAmerican Energy March 2014 - Present
Aviva plc December 2010 - March 2014
Robert Half Technology August 2008 - December 2010
Infrastructure Solutions, Inc. March 2007 - July 2008
Iowa Judicial Branch March 2006 - March 2007
ADP April 1999 - March 2006
Brenton Bank 1997 - 1999
Alltel 1995 - 1997
Principal Financial Group 1991 - 1995
Beacon Microcenter 1990 - 1991
Skills
BGP, OSPF, EIGRP, Solaris, IPv6, Wireshark, Cisco IOS, Tcpdump, CatOS, IGRP, Switches, Cisco, VPN, PIX, RIP, Firewalls, Routing, Network Security, Routers, MPLS, TCP/IP, WAN, Linux, Checkpoint, Troubleshooting, Network Administration, Network Design, Disaster Recovery, VMware ESX, Unix, Cisco Technologies, Security, LAN-WAN, Juniper, ASA, Cisco Nexus, Information Security, IT Management, Computer Security, F5 BigIP, Hardware, Technical Support, High Availability, Juniper Technologies
Education
Des Moines Area Community College 1989 — 1990
Economics
Allison Weiss Allison Weiss's Principal Financial Group Experience April 2015 - Present
Job Internal Wholesaler at Principal Financial Group
Industry Insurance
Experience
Principal Financial Group April 2015 - Present
Principal Financial Group November 2013 - April 2015
Aviva USA April 2013 - November 2013
Aviva USA November 2009 - April 2013
Aviva USA May 2007 - November 2009
Granite City Food & Brewery August 2003 - May 2007
Stella's Blue Sky Diner 2001 - 2003
Skills
Insurance, Analysis, Customer Service, Sales, Underwriting, Life Insurance, Term Life Insurance, Call Centers, New Business Development, Business Analysis, Restaurant Management, Relationship Management, Building New Business, New Restaurant Openings, Disability Insurance, Process Improvement, Building Relationships, Training
Education
Des Moines Area Community College 2003 — 2005
Associate of Arts (AA), Liberal Arts
Valley High School 1999 — 2003
Diploma
Principal Financial Group April 2015 - Present
Principal Financial Group November 2013 - April 2015
Aviva USA April 2013 - November 2013
Aviva USA November 2009 - April 2013
Aviva USA May 2007 - November 2009
Granite City Food & Brewery August 2003 - May 2007
Stella's Blue Sky Diner 2001 - 2003
Skills
Insurance, Analysis, Customer Service, Sales, Underwriting, Life Insurance, Term Life Insurance, Call Centers, New Business Development, Business Analysis, Restaurant Management, Relationship Management, Building New Business, New Restaurant Openings, Disability Insurance, Process Improvement, Building Relationships, Training
Education
Des Moines Area Community College 2003 — 2005
Associate of Arts (AA), Liberal Arts
Valley High School 1999 — 2003
Diploma
Belinda Ruggieri Belinda Ruggieri's Principal Financial Group Experience May 2002 - October 2003
Job Administrative Coordinator at Pioneer HiBred International Inc
Industry Research
Experience
Pioneer Hi-Bred International Inc February 2009 - Present
Pioneer Hi-Bred International Inc October 2003 - February 2009
Principal Financial Group May 2002 - October 2003
Principal Financial Group March 1998 - May 2002
Skills
Human Resources, Training, Event Planning, Microsoft Excel, Customer Service, Recruiting, Science, Agriculture
Education
Des Moines Area Community College 1998 — 2000
AAS Degree, Business Management
Pioneer Hi-Bred International Inc February 2009 - Present
Pioneer Hi-Bred International Inc October 2003 - February 2009
Principal Financial Group May 2002 - October 2003
Principal Financial Group March 1998 - May 2002
Skills
Human Resources, Training, Event Planning, Microsoft Excel, Customer Service, Recruiting, Science, Agriculture
Education
Des Moines Area Community College 1998 — 2000
AAS Degree, Business Management
Carman Baines's Principal Financial Group Experience 2001 - September 2006
Job Vice President, Senior Sales Executive Employee Benefits
Industry Insurance
Experience
USI Insurance Services May 2014 - Present
Wells Fargo Insurance Services June 2009 - May 2014
Universal Insurance Services September 2006 - June 2009
Principal Financial Group 2001 - September 2006
Skills
Health Savings Accounts, Disability Insurance, Health Insurance, Employee Benefits, Insurance, COBRA, Term Life Insurance, Brokers, Life Insurance, Strategic Planning, Long-term Care, Team Building, Underwriting, Workers Compensation, Sales
Education
Catholic Central
Davenport University
Business Administration and Management, General
Grand Rapids Community College
Business Administration and Management, General
USI Insurance Services May 2014 - Present
Wells Fargo Insurance Services June 2009 - May 2014
Universal Insurance Services September 2006 - June 2009
Principal Financial Group 2001 - September 2006
Skills
Health Savings Accounts, Disability Insurance, Health Insurance, Employee Benefits, Insurance, COBRA, Term Life Insurance, Brokers, Life Insurance, Strategic Planning, Long-term Care, Team Building, Underwriting, Workers Compensation, Sales
Education
Catholic Central
Davenport University
Business Administration and Management, General
Grand Rapids Community College
Business Administration and Management, General
Namrata Pradhan, PHR Namrata Pradhan, PHR's Principal Financial Group Experience August 2006 - October 2009
Job Sr. Risk Recruiter at Wells Fargo
Industry Human Resources
Experience
Wells Fargo May 2013 - Present
Wells Fargo November 2012 - May 2013
Rose International June 2011 - October 2012
Stay Home Mom October 2009 - June 2011
Principal Financial Group August 2006 - October 2009
Westaff, Inc November 2005 - June 2006
3Vision Inc. (previously called Marstech) April 2004 - October 2005
Iowa Asian Alliance January 2003 - March 2004
Skills
HR Recruiting, Benefits, Employment Law, Human Resources, Recruiting, Employee Benefits, Employee Relations, Benefits Administration, Onboarding, Talent Acquisition, Applicant Tracking..., Interviews, Benefits Negotiation, Manage Client..., Customer Service
Education
Dallas Baptist University 2000 — 2002
Master's, Human Resources Management
Loreto College, Darjeeling, India 1990 — 1994
Bachelor of Arts (B.A.), Geography
Wells Fargo May 2013 - Present
Wells Fargo November 2012 - May 2013
Rose International June 2011 - October 2012
Stay Home Mom October 2009 - June 2011
Principal Financial Group August 2006 - October 2009
Westaff, Inc November 2005 - June 2006
3Vision Inc. (previously called Marstech) April 2004 - October 2005
Iowa Asian Alliance January 2003 - March 2004
Skills
HR Recruiting, Benefits, Employment Law, Human Resources, Recruiting, Employee Benefits, Employee Relations, Benefits Administration, Onboarding, Talent Acquisition, Applicant Tracking..., Interviews, Benefits Negotiation, Manage Client..., Customer Service
Education
Dallas Baptist University 2000 — 2002
Master's, Human Resources Management
Loreto College, Darjeeling, India 1990 — 1994
Bachelor of Arts (B.A.), Geography
Anna Bechen, CPIM Anna Bechen, CPIM's Principal Financial Group Experience 2006 - 2006
Job Supply Chain Program Manager at Historical Emporium, Inc.
Industry Logistics and Supply Chain
Experience
Historical Emporium, Inc. December 2014 - Present
Zipline Medical February 2014 - May 2014
Velomedix September 2013 - January 2014
Rise Up! Endurance Sports 2010 - January 2014
C8 MediSensors February 2012 - January 2013
Finesse Solutions, LLC2008 - 2010 2008 - 2010
Starbucks Coffee Company January 2000 - January 2009
Korn/Ferry International 2006 - 2007
Principal Financial Group 2006 - 2006
Skills
New Products, Inventory Management, Customer Service, Manufacturing, Project Planning, Budgets, Procurement, Inventory Control, Budgeting, Planning, Supply Chain, Production Planning, Purchasing, Product Innovation, Sourcing, Management, Supply Management, Project Management, Product Development, Strategic Planning, Cross-functional Team..., Team Leadership, Marketing, Process Improvement, Team Building, Six Sigma, Copywriting, Copy Editing, SEO copywriting, Forecasting, Training, Supply Chain Management
Education
University of North Texas 2003 — 2005
Bachelors of Music, Music Performance, Trombone
APICS 2009 — 2010
CPIM, Production and Inventory Management
De Anza College 2008 — 2011
AA, Business Administration
San Jose State University 1999 — 2002
n/a, Music Performance; Psychology
Historical Emporium, Inc. December 2014 - Present
Zipline Medical February 2014 - May 2014
Velomedix September 2013 - January 2014
Rise Up! Endurance Sports 2010 - January 2014
C8 MediSensors February 2012 - January 2013
Finesse Solutions, LLC2008 - 2010 2008 - 2010
Starbucks Coffee Company January 2000 - January 2009
Korn/Ferry International 2006 - 2007
Principal Financial Group 2006 - 2006
Skills
New Products, Inventory Management, Customer Service, Manufacturing, Project Planning, Budgets, Procurement, Inventory Control, Budgeting, Planning, Supply Chain, Production Planning, Purchasing, Product Innovation, Sourcing, Management, Supply Management, Project Management, Product Development, Strategic Planning, Cross-functional Team..., Team Leadership, Marketing, Process Improvement, Team Building, Six Sigma, Copywriting, Copy Editing, SEO copywriting, Forecasting, Training, Supply Chain Management
Education
University of North Texas 2003 — 2005
Bachelors of Music, Music Performance, Trombone
APICS 2009 — 2010
CPIM, Production and Inventory Management
De Anza College 2008 — 2011
AA, Business Administration
San Jose State University 1999 — 2002
n/a, Music Performance; Psychology
Sadie Hooker Sadie Hooker's Principal Financial Group Experience January 2008 - April 2011
Job Retirement Plan Consultant at Nova 401(k) Associates
Industry Financial Services
Experience
Nova 401(k) Associates April 2011 - Present
Principal Financial Group January 2008 - April 2011
MassMutual Financial Group September 2004 - January 2008
U.S. Army Reserve February 1993 - November 2005
Madison Benefits Group, Inc. June 2002 - September 2004
Pan-American Life Insurance Company December 2000 - June 2002
The 401(k) Company May 1999 - December 2000
US Army November 1988 - February 1993
Skills
401k, Retirement, Defined Benefit, ERISA, Pensions, Retirement Plan..., Retirement Planning, Profit Sharing, Series 63, Series 7, Employee Benefits, Series 6, Business Planning, Mutual Funds, Financial Advisory, Qualified Retirement...
Education
The University of Texas at Austin 1996 — 1999
B.A., Economics
North Dakota State University 1993 — 1996
Pharmacy
Defense Language Institute
Spanish
Nova 401(k) Associates April 2011 - Present
Principal Financial Group January 2008 - April 2011
MassMutual Financial Group September 2004 - January 2008
U.S. Army Reserve February 1993 - November 2005
Madison Benefits Group, Inc. June 2002 - September 2004
Pan-American Life Insurance Company December 2000 - June 2002
The 401(k) Company May 1999 - December 2000
US Army November 1988 - February 1993
Skills
401k, Retirement, Defined Benefit, ERISA, Pensions, Retirement Plan..., Retirement Planning, Profit Sharing, Series 63, Series 7, Employee Benefits, Series 6, Business Planning, Mutual Funds, Financial Advisory, Qualified Retirement...
Education
The University of Texas at Austin 1996 — 1999
B.A., Economics
North Dakota State University 1993 — 1996
Pharmacy
Defense Language Institute
Spanish
Samir Twair Samir Twair's Principal Financial Group Experience October 1997 - Present
Job Financial Professional at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group October 1997 - Present
The MONY Group September 2000 - May 2004
AXA Advisors August 1987 - January 1993
Skills
Artistry, Journalist, Archaeology, Investments, Disability Insurance, Public Speaking, Portfolio Management, Wealth Management, Insurance, Strategic Financial..., Retirement Planning, Philanthropy, Fundraising, Research, Non-profits, Asset Managment, Estate Planning, IRAs, Employee Benefits, Small Business, Asset Allocation, Series 6, Editing
Education
UCLA 1983 — 1985
MA, History
Damascus University 1973 — 1978
BA, FINE ARTS
Principal Financial Group October 1997 - Present
The MONY Group September 2000 - May 2004
AXA Advisors August 1987 - January 1993
Skills
Artistry, Journalist, Archaeology, Investments, Disability Insurance, Public Speaking, Portfolio Management, Wealth Management, Insurance, Strategic Financial..., Retirement Planning, Philanthropy, Fundraising, Research, Non-profits, Asset Managment, Estate Planning, IRAs, Employee Benefits, Small Business, Asset Allocation, Series 6, Editing
Education
UCLA 1983 — 1985
MA, History
Damascus University 1973 — 1978
BA, FINE ARTS
Kimberly (Beckett) Bright's Principal Financial Group Experience July 1999 - February 2009
Job Operations at Woodley Farra Manion Portfolio Management, Inc.
Industry Financial Services
Experience
Woodley Farra Manion Portfolio Management 2009 - Present
Principal Financial Group July 1999 - February 2009
Skills
Project Planning, Project Management, Administrative..., Insurance, Outlook, Microsoft Office, Microsoft Excel, Financial Services, Customer Service, Life Insurance, Microsoft Word, Interviews, Auditing, Health Insurance, Employee Benefits, PowerPoint, Account Reconciliation, Portfolio Management, Financial Analysis
Education
DePauw University 1995 — 1999
Bachelor of Arts, English Writing
Woodley Farra Manion Portfolio Management 2009 - Present
Principal Financial Group July 1999 - February 2009
Skills
Project Planning, Project Management, Administrative..., Insurance, Outlook, Microsoft Office, Microsoft Excel, Financial Services, Customer Service, Life Insurance, Microsoft Word, Interviews, Auditing, Health Insurance, Employee Benefits, PowerPoint, Account Reconciliation, Portfolio Management, Financial Analysis
Education
DePauw University 1995 — 1999
Bachelor of Arts, English Writing
Joseph McRae, CFA, CFP®, MBA Joseph McRae, CFA, CFP®, MBA's Principal Financial Group Experience April 2006 - June 2008
Job Partner, Vantage Point Wealth Management
Industry Investment Management
Experience
Vantage Point Wealth Management June 2008 - Present
Principal Financial Group April 2006 - June 2008
Securian Financial Group October 1999 - March 2006
JNBA Financial Advisors May 1997 - October 1999
Ameriprise Financial 1990 - 1997
Skills
Wealth Management, Retirement Planning, Investment Advisory, Strategic Financial..., Financial Advisory, Estate Planning, Asset Allocation, Mutual Funds, Investments, FINRA, Series 24, Series 7, Series 63, Retirement, Securities
Education
University of Minnesota - Carlson School of Management 2001 — 2005
MBA, Finance
Dartmouth College 1985 — 1989
BA, Chemistry
Red Wing High School 1982 — 1985
Vantage Point Wealth Management June 2008 - Present
Principal Financial Group April 2006 - June 2008
Securian Financial Group October 1999 - March 2006
JNBA Financial Advisors May 1997 - October 1999
Ameriprise Financial 1990 - 1997
Skills
Wealth Management, Retirement Planning, Investment Advisory, Strategic Financial..., Financial Advisory, Estate Planning, Asset Allocation, Mutual Funds, Investments, FINRA, Series 24, Series 7, Series 63, Retirement, Securities
Education
University of Minnesota - Carlson School of Management 2001 — 2005
MBA, Finance
Dartmouth College 1985 — 1989
BA, Chemistry
Red Wing High School 1982 — 1985
Chuck Andolina Chuck Andolina's Principal Financial Group Experience June 2004 - September 2011
Job National Director of Practice Management Benefits
Industry Insurance
Experience
U.S. Retirement Partners, Inc. October 2014 - Present
AXIS Accident & Health September 2011 - October 2014
Principal Financial Group June 2004 - September 2011
WellPoint July 1998 - June 2004
Kaiser Permanente March 1992 - July 1998
Skills
Insurance, Employee Benefits, Accident, Health Insurance, Life Insurance, Strategic Planning, Sales, Workers Compensation, Long-term Care, Training, Marketing, Management, Commercial Insurance, Health Savings Accounts, 401k, Term Life Insurance, Brokers, Leadership, Professional Liability, Customer Retention, Sales Management, Competitive Analysis, Business Development, Selling, Marketing Strategy, Liability, Cold Calling, Account Management, Reinsurance, Casualty, General Insurance, Sales Presentations, Managed Care, Limited Benefit Plans
Education
Dallas Baptist University
Bachelor's degree, Business Admin
U.S. Retirement Partners, Inc. October 2014 - Present
AXIS Accident & Health September 2011 - October 2014
Principal Financial Group June 2004 - September 2011
WellPoint July 1998 - June 2004
Kaiser Permanente March 1992 - July 1998
Skills
Insurance, Employee Benefits, Accident, Health Insurance, Life Insurance, Strategic Planning, Sales, Workers Compensation, Long-term Care, Training, Marketing, Management, Commercial Insurance, Health Savings Accounts, 401k, Term Life Insurance, Brokers, Leadership, Professional Liability, Customer Retention, Sales Management, Competitive Analysis, Business Development, Selling, Marketing Strategy, Liability, Cold Calling, Account Management, Reinsurance, Casualty, General Insurance, Sales Presentations, Managed Care, Limited Benefit Plans
Education
Dallas Baptist University
Bachelor's degree, Business Admin
Andy McMillan Andy McMillan's Principal Financial Group Experience 2008 - 2011
Job Vice President Employee Benefits at BB&T. Founder at EPIC Leadership Group
Industry Financial Services
Experience
BB&T Insurance Services Inc. 2015 - Present
Epic Leadership Group 2013 - Present
Anthem 2013 - 2015
Symetra 2011 - 2013
Principal Financial Group 2008 - 2011
Aetna 2005 - 2008
Fellowship Bible Church & Christ Chapel Bible Church 1999 - 2005
Unum June 1995 - October 1999
Skills
Strategic Leadership, Consultative Selling, Solution Selling, Speaking Engagements, Employee Benefits, Disability Insurance, Dental, Sales Management, Public Speaking, Recruiting, Marketing, Competitive Analysis, Health Insurance, Sales, Management, Leadership, Insurance, Selling, Strategic Planning, Team Building, Account Management, New Business Development, Customer Service, Finance, Healthcare, Term Life Insurance, Life Insurance, Team Management, Employee Benefits Design, Team Leadership, Cross-functional Team..., Fixed Annuities, Human Resources, Health Savings Accounts, Underwriting, Brokers, Customer Retention, Long-term Care, Program Management, Group Insurance, Accident, Managed Care, 401k, Sales Presentations, Benefits Administration, Workers Compensation, Cold Calling, Health Care Reform, Retirement, Long Term Care Insurance
Education
Dallas Theological Seminary
Master of Theology, Theology, Pastoral Leadership, Church Planting
Miami University
Marketing, Business
BB&T Insurance Services Inc. 2015 - Present
Epic Leadership Group 2013 - Present
Anthem 2013 - 2015
Symetra 2011 - 2013
Principal Financial Group 2008 - 2011
Aetna 2005 - 2008
Fellowship Bible Church & Christ Chapel Bible Church 1999 - 2005
Unum June 1995 - October 1999
Skills
Strategic Leadership, Consultative Selling, Solution Selling, Speaking Engagements, Employee Benefits, Disability Insurance, Dental, Sales Management, Public Speaking, Recruiting, Marketing, Competitive Analysis, Health Insurance, Sales, Management, Leadership, Insurance, Selling, Strategic Planning, Team Building, Account Management, New Business Development, Customer Service, Finance, Healthcare, Term Life Insurance, Life Insurance, Team Management, Employee Benefits Design, Team Leadership, Cross-functional Team..., Fixed Annuities, Human Resources, Health Savings Accounts, Underwriting, Brokers, Customer Retention, Long-term Care, Program Management, Group Insurance, Accident, Managed Care, 401k, Sales Presentations, Benefits Administration, Workers Compensation, Cold Calling, Health Care Reform, Retirement, Long Term Care Insurance
Education
Dallas Theological Seminary
Master of Theology, Theology, Pastoral Leadership, Church Planting
Miami University
Marketing, Business
Carrie Ohannes Carrie Ohannes's Principal Financial Group Experience 2000 - 2003
Job Chicago Public Schools/AUSL
Industry Education Management
Experience
Chicago Public Schools June 2014 - Present
Academy of Urban School Leadership (AUSL) June 2013 - June 2014
Chicago Public Schools August 2012 - June 2013
Chicago Public Schools November 2011 - August 2012
Chicago Public Schools November 2010 - November 2011
Chicago Public Schools October 2009 - November 2010
Barrington Strategic Wealth Mangement Group, formerly SWMG of Dearborn Partners March 2008 - October 2009
JPMorgan December 2003 - February 2008
Principal Financial Group 2000 - 2003
Lehman Brothers 1998 - 2000
Skills
Strategic Planning, Data Analysis, Public Speaking, Financial Analysis, Fundraising, Budgets, Project Management, Non-profits, Staff Development, Asset Managment, Investments, Management, Portfolio Management, Leadership Development, Research, Program Management, Teaching, Microsoft Office, Due Diligence, Risk Management, Grants, Nonprofits, Recruiting, Start-ups
Education
National-Louis University 2013 — 2014
Master of Arts (M.A.), Teaching
Quinlan School of Business, Loyola University Chicago 1998 — 2000
MBA, finance
DePauw University 1989 — 1993
BA, Political Science
Chicago Public Schools June 2014 - Present
Academy of Urban School Leadership (AUSL) June 2013 - June 2014
Chicago Public Schools August 2012 - June 2013
Chicago Public Schools November 2011 - August 2012
Chicago Public Schools November 2010 - November 2011
Chicago Public Schools October 2009 - November 2010
Barrington Strategic Wealth Mangement Group, formerly SWMG of Dearborn Partners March 2008 - October 2009
JPMorgan December 2003 - February 2008
Principal Financial Group 2000 - 2003
Lehman Brothers 1998 - 2000
Skills
Strategic Planning, Data Analysis, Public Speaking, Financial Analysis, Fundraising, Budgets, Project Management, Non-profits, Staff Development, Asset Managment, Investments, Management, Portfolio Management, Leadership Development, Research, Program Management, Teaching, Microsoft Office, Due Diligence, Risk Management, Grants, Nonprofits, Recruiting, Start-ups
Education
National-Louis University 2013 — 2014
Master of Arts (M.A.), Teaching
Quinlan School of Business, Loyola University Chicago 1998 — 2000
MBA, finance
DePauw University 1989 — 1993
BA, Political Science
Rod Bergren Rod Bergren's Principal Financial Group Experience March 1990 - September 1996
Job Program Manager (Technology Specialist) at Pioneer HiBred International Inc
Industry Farming
Experience
DuPont Pioneer February 2011 - Present
FCStone March 2008 - February 2011
DMACC September 1996 - March 2008
Principal Financial Group March 1990 - September 1996
Skills
Business Intelligence, Business Intelligence..., SSRS, Microsoft SQL Server, .NET, SharePoint, SQL, ASP.NET, Oracle, Programming, C#, Analysis, Visual Studio, ASP, Security, Web Development, LINQ, Management, Visual Basic, Web Design, IIS, SQL Server, Lean Initiatives
Education
Des Moines Area Community College 1989 — 2008
Associates
Clarinda High School
DuPont Pioneer February 2011 - Present
FCStone March 2008 - February 2011
DMACC September 1996 - March 2008
Principal Financial Group March 1990 - September 1996
Skills
Business Intelligence, Business Intelligence..., SSRS, Microsoft SQL Server, .NET, SharePoint, SQL, ASP.NET, Oracle, Programming, C#, Analysis, Visual Studio, ASP, Security, Web Development, LINQ, Management, Visual Basic, Web Design, IIS, SQL Server, Lean Initiatives
Education
Des Moines Area Community College 1989 — 2008
Associates
Clarinda High School
Jerilyn Ward Jerilyn Ward's Principal Financial Group Experience November 2001 - August 2003
Job Adjunct Faculty at Broward College
Industry Higher Education
Experience
Broward College January 2014 - Present
In Spirit and In Truth Ministries International, Inc. COGIC January 2011 - Present
In Spirit and In Truth Ministries, COGIC January 2011 - Present
Broward College October 2009 - Present
Sewing Creations by Jerilyn September 1991 - Present
Daytona State College November 2007 - July 2009
Daytona State College 2006 - 2009
Daytona State College March 2006 - November 2007
Principal Financial Group November 2001 - August 2003
Restoration Faith Christian Center August 1998 - October 1999
Skills
Public Speaking, Sewing, Dance Instruction, Dance, Preaching, Teaching, Organizing, Motivational, Leadership, Youth Ministry, Motivational Speaking, Training, Community Outreach, Microsoft Office, Microsoft Excel, Higher Education, Administrative..., Staff Development, Student Affairs, Research, Nonprofits, Fundraising, Leadership Development, Microsoft Word, Distance Learning, Adult Education, Customer Service, Time Management, Management, Event Planning, Grant Writing, Highly Dedicated, Social Networking, Volunteer Management, Program Development, Grants, Project Planning, Curriculum Design, Curriculum Development, Organizational..., Editing, Conflict Resolution, Resume Writing, Event Management, Administration, Instructional Design, Supervisory Skills, Government, PowerPoint, Team Building
Education
Daytona Beach Community College 1988 — 1990
AA, Business Administration
Daytona Beach Community College 1986 — 1990
A. A, Business Administration
Daytona State College 1986 — 1990
B.A.S., Supervision & Management
Daytona Beach Community College 1986 — 1988
A.S., Office Supervision Management
Mainland Senior High School 1983 — 1986
Diploma
Broward College January 2014 - Present
In Spirit and In Truth Ministries International, Inc. COGIC January 2011 - Present
In Spirit and In Truth Ministries, COGIC January 2011 - Present
Broward College October 2009 - Present
Sewing Creations by Jerilyn September 1991 - Present
Daytona State College November 2007 - July 2009
Daytona State College 2006 - 2009
Daytona State College March 2006 - November 2007
Principal Financial Group November 2001 - August 2003
Restoration Faith Christian Center August 1998 - October 1999
Skills
Public Speaking, Sewing, Dance Instruction, Dance, Preaching, Teaching, Organizing, Motivational, Leadership, Youth Ministry, Motivational Speaking, Training, Community Outreach, Microsoft Office, Microsoft Excel, Higher Education, Administrative..., Staff Development, Student Affairs, Research, Nonprofits, Fundraising, Leadership Development, Microsoft Word, Distance Learning, Adult Education, Customer Service, Time Management, Management, Event Planning, Grant Writing, Highly Dedicated, Social Networking, Volunteer Management, Program Development, Grants, Project Planning, Curriculum Design, Curriculum Development, Organizational..., Editing, Conflict Resolution, Resume Writing, Event Management, Administration, Instructional Design, Supervisory Skills, Government, PowerPoint, Team Building
Education
Daytona Beach Community College 1988 — 1990
AA, Business Administration
Daytona Beach Community College 1986 — 1990
A. A, Business Administration
Daytona State College 1986 — 1990
B.A.S., Supervision & Management
Daytona Beach Community College 1986 — 1988
A.S., Office Supervision Management
Mainland Senior High School 1983 — 1986
Diploma
Kipp Small, AIF's Principal Financial Group Experience 1998 - 2003
Job On leave, Taking some time off
Industry Financial Services
Experience
Taking some time off May 2015 - Present
Mercer September 2011 - April 2015
Mahoney & Associates June 2011 - August 2011
Schuster Driscoll, LLC September 2003 - June 2011
Principal Financial Group 1998 - 2003
Professional Pensions, Inc. 1991 - 1998
Prudential Insurance Company of America 1984 - 1991
Skills
Series 7, 401k, Series 63, Retirement Planning, Investments, Retirement, Financial Advisory, Investment Advisory, Health Insurance, Employee Benefits, Fixed Annuities, Defined Benefit, Pensions, Insurance, Due Diligence, Mutual Funds, Vendor Management, Asset Allocation, Wealth
Education
Denison University
Virginia Episcopal School
Taking some time off May 2015 - Present
Mercer September 2011 - April 2015
Mahoney & Associates June 2011 - August 2011
Schuster Driscoll, LLC September 2003 - June 2011
Principal Financial Group 1998 - 2003
Professional Pensions, Inc. 1991 - 1998
Prudential Insurance Company of America 1984 - 1991
Skills
Series 7, 401k, Series 63, Retirement Planning, Investments, Retirement, Financial Advisory, Investment Advisory, Health Insurance, Employee Benefits, Fixed Annuities, Defined Benefit, Pensions, Insurance, Due Diligence, Mutual Funds, Vendor Management, Asset Allocation, Wealth
Education
Denison University
Virginia Episcopal School
Zac Oberender Zac Oberender's Principal Financial Group Experience June 2010 - Present
Job General Accountant II at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group June 2010 - Present
Skills
Management, Sales Management, Strategic Planning, Sales, Leadership, Microsoft Excel, Budgets, Financial Analysis, Process Optimization, Customer Service, Inventory Management, Customer Satisfaction, Team Leadership, Team Building, Forecasting, Analysis, Time Management
Education
Drake University 2007 — 2009
Bachelor's of Science, Finance
Des Moines Area Community College 2005 — 2007
Associate of Science, Business Administration
Principal Financial Group June 2010 - Present
Skills
Management, Sales Management, Strategic Planning, Sales, Leadership, Microsoft Excel, Budgets, Financial Analysis, Process Optimization, Customer Service, Inventory Management, Customer Satisfaction, Team Leadership, Team Building, Forecasting, Analysis, Time Management
Education
Drake University 2007 — 2009
Bachelor's of Science, Finance
Des Moines Area Community College 2005 — 2007
Associate of Science, Business Administration
Leslie Sloan, CISSP PMP Leslie Sloan, CISSP PMP's Principal Financial Group Experience October 2010 - April 2012
Job Sr Systems Sales Engineer Tripwire
Industry Information Technology and Services
Experience
Tripwire January 2014 - Present
QCI April 2012 - January 2014
Sloan Promotions / MN PEZCon October 2010 - December 2013
Principal Financial Group October 2010 - April 2012
Sloan Promotions 2011 - 2011
Principal Financial Group April 1998 - October 2010
Komen Des Moines April 2009 - January 2010
Des Moines Affiliate of Susan G Komen For The Cure 2008 - 2009
KVI 1994 - 1998
Skills
Tripwire, CISSP, IP360, Tripwire Enterprise, CCM, Information Security, Vulnerability Management, PMP, Enterprise Software, SDLC, Visio, Disaster Recovery, Quality Center, Information Technology, SharePoint, Software Documentation, Business Analysis, Enterprise Architecture, Network Security, Management, Security, ITIL, Leadership, Vendor Management, Testing, Virtualization, SQL, VMware, Integration, Cloud Computing, Agile Methodologies, Windows Server, Project Management, IT Strategy, Data Center, Software Quality..., Infrastructure, Process Improvement, SaaS, COBOL, Waterfall, MS Project, Access, System Testing, Solution Selling
Education
University of Phoenix 2001 — 2003
MSCIS, Computer Information Systems
Iowa State University 1992 — 1996
BA, Liberal Studies
Des Moines Area Community College 1991 — 1992
AA, Liberal Studies
University of Northern Iowa 1990 — 1991
Liberal Studies
Roosevelt High School 1986 — 1990
High School Diploma, General Studies
Tripwire January 2014 - Present
QCI April 2012 - January 2014
Sloan Promotions / MN PEZCon October 2010 - December 2013
Principal Financial Group October 2010 - April 2012
Sloan Promotions 2011 - 2011
Principal Financial Group April 1998 - October 2010
Komen Des Moines April 2009 - January 2010
Des Moines Affiliate of Susan G Komen For The Cure 2008 - 2009
KVI 1994 - 1998
Skills
Tripwire, CISSP, IP360, Tripwire Enterprise, CCM, Information Security, Vulnerability Management, PMP, Enterprise Software, SDLC, Visio, Disaster Recovery, Quality Center, Information Technology, SharePoint, Software Documentation, Business Analysis, Enterprise Architecture, Network Security, Management, Security, ITIL, Leadership, Vendor Management, Testing, Virtualization, SQL, VMware, Integration, Cloud Computing, Agile Methodologies, Windows Server, Project Management, IT Strategy, Data Center, Software Quality..., Infrastructure, Process Improvement, SaaS, COBOL, Waterfall, MS Project, Access, System Testing, Solution Selling
Education
University of Phoenix 2001 — 2003
MSCIS, Computer Information Systems
Iowa State University 1992 — 1996
BA, Liberal Studies
Des Moines Area Community College 1991 — 1992
AA, Liberal Studies
University of Northern Iowa 1990 — 1991
Liberal Studies
Roosevelt High School 1986 — 1990
High School Diploma, General Studies
Benjamin Cobley Benjamin Cobley's Principal Financial Group Experience February 2013 - February 2015
Job Senate Democratic Caucus Communications Staff at Iowa Legislature
Industry Legislative Office
Experience
Iowa Legislature January 2015 - Present
Principal Financial Group February 2013 - February 2015
US Army September 2008 - August 2012
Skills
Team Leadership, Application Security, Computer Forensics, Document Imaging, Life Insurance, Disability Insurance, Military Operations, Military Experience, Military Training, Community Outreach
Education
University of Iowa 2014 — 2015
Bachelor of Liberal Studies - Global Studies, Political Science and Government
Des Moines Area Community College 2012 — 2014
Associate of Arts and Sciences (AAS), Electronic Crime
Iowa Legislature January 2015 - Present
Principal Financial Group February 2013 - February 2015
US Army September 2008 - August 2012
Skills
Team Leadership, Application Security, Computer Forensics, Document Imaging, Life Insurance, Disability Insurance, Military Operations, Military Experience, Military Training, Community Outreach
Education
University of Iowa 2014 — 2015
Bachelor of Liberal Studies - Global Studies, Political Science and Government
Des Moines Area Community College 2012 — 2014
Associate of Arts and Sciences (AAS), Electronic Crime
Brock Cooper Brock Cooper's Principal Financial Group Experience October 2013 - Present
Job Compliance Advisor at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group October 2013 - Present
ING Financial Partners May 2004 - October 2013
Commercial Federal Investment Services/INVEST Financial Corp August 2002 - May 2004
Commercial Federal Investment Services/INVEST Financial Corp August 1998 - August 2002
John Hancock Financial Services May 1998 - August 1998
Skills
FINRA, Series 24, Broker-Dealer, Registered Investment..., Series 7, Series 63, Series 65, SEC
Education
Dana College 1993 — 1998
Bachelor's degree, Business Administration
Principal Financial Group October 2013 - Present
ING Financial Partners May 2004 - October 2013
Commercial Federal Investment Services/INVEST Financial Corp August 2002 - May 2004
Commercial Federal Investment Services/INVEST Financial Corp August 1998 - August 2002
John Hancock Financial Services May 1998 - August 1998
Skills
FINRA, Series 24, Broker-Dealer, Registered Investment..., Series 7, Series 63, Series 65, SEC
Education
Dana College 1993 — 1998
Bachelor's degree, Business Administration
Alicia Jacobs's Principal Financial Group Experience 2014 - Present
Job Store Manager
Industry Apparel & Fashion
Experience
Principal Financial Group 2014 - Present
MintLA October 2013 - January 2014
Principal Financial Group January 2014 - 2014
Principal Financial Group August 2013 - October 2013
Forever 21 May 2010 - May 2013
Iowa State University January 2008 - December 2011
Skills
Apparel, Event Planning, PowerPoint, Illustrator, Microsoft Word, Microsoft Excel, Customer Service, Styling, Visual Merchandising, Social Networking, Time Management, Social Media, Fashion Design, Public Relations, Trend and emerging..., Highly detail oriented, Strong market knowledge, Superior communication..., Strong creative design..., Adobe Photoshop, Self-motivated..., Management Experience, Customer interface, Data Verification, Fashion Merchandising, Computed data reports, Microsoft Office, Sales, Public Speaking, Leadership, Marketing, Retail, Fashion, Teamwork, Team Building, Management, Merchandising, Photoshop, Social Media Marketing
Education
Iowa State University 2009 — 2012
Bachelor's degree, Apparel Merchandising Design and Production with a minor in Event Management
Des Moines Area Community College 2007 — 2009
Associates, Apparel Merchandising
Principal Financial Group 2014 - Present
MintLA October 2013 - January 2014
Principal Financial Group January 2014 - 2014
Principal Financial Group August 2013 - October 2013
Forever 21 May 2010 - May 2013
Iowa State University January 2008 - December 2011
Skills
Apparel, Event Planning, PowerPoint, Illustrator, Microsoft Word, Microsoft Excel, Customer Service, Styling, Visual Merchandising, Social Networking, Time Management, Social Media, Fashion Design, Public Relations, Trend and emerging..., Highly detail oriented, Strong market knowledge, Superior communication..., Strong creative design..., Adobe Photoshop, Self-motivated..., Management Experience, Customer interface, Data Verification, Fashion Merchandising, Computed data reports, Microsoft Office, Sales, Public Speaking, Leadership, Marketing, Retail, Fashion, Teamwork, Team Building, Management, Merchandising, Photoshop, Social Media Marketing
Education
Iowa State University 2009 — 2012
Bachelor's degree, Apparel Merchandising Design and Production with a minor in Event Management
Des Moines Area Community College 2007 — 2009
Associates, Apparel Merchandising
Betsy Dunifer Betsy Dunifer's Principal Financial Group Experience August 1983 - December 2007
Job Business Analyst at Wellmark Blue Cross and Blue Shield
Industry Insurance
Experience
Wellmark Blue Cross and Blue Shield January 2015 - Present
Optimae LifeServices 2012 - 2013
Grinnell Mutual Reinsurance March 2009 - April 2011
Principal Financial Group August 1983 - December 2007
Education
Des Moines Area Community College 2011 — 2014
AA Business Administration, Business Administration and Management, General
Wellmark Blue Cross and Blue Shield January 2015 - Present
Optimae LifeServices 2012 - 2013
Grinnell Mutual Reinsurance March 2009 - April 2011
Principal Financial Group August 1983 - December 2007
Education
Des Moines Area Community College 2011 — 2014
AA Business Administration, Business Administration and Management, General
Amalia Molly Beer Amalia Molly Beer's Principal Financial Group Experience January 2012 - June 2014
Job Area Vice President at Arthur J. Gallagher & Co.
Industry Investment Management
Experience
Arthur J. Gallagher & Co. June 2014 - Present
Principal Financial Group January 2012 - June 2014
Principal Financial Group July 2009 - January 2012
Principal Financial Group July 2006 - June 2009
Principal Financial Group March 2005 - June 2006
Principal Financial Group March 2004 - February 2005
Principal Financial Group August 2003 - February 2004
Skills
Series 7, Securities, Retirement, 401k, Series 63, 403(b), Deferred Compensation..., Defined Benefit Plans, Pension Plans, Tax Exempt Plans, Alternative Investments, Asset Allocation, Deferred Compensation, Defined Benefit, Employee Benefits, FINRA, Finance, Financial Advisory, Insurance, Investments, Life Insurance, Mutual Funds, Pension Funds, Relationship Management, Retirement Planning, Sales
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2007 — 2009
MBA, Finance
Vanderbilt University 1999 — 2003
BA, Economics, Art History
Wheaton Warrenville South 1995 — 1999
Arthur J. Gallagher & Co. June 2014 - Present
Principal Financial Group January 2012 - June 2014
Principal Financial Group July 2009 - January 2012
Principal Financial Group July 2006 - June 2009
Principal Financial Group March 2005 - June 2006
Principal Financial Group March 2004 - February 2005
Principal Financial Group August 2003 - February 2004
Skills
Series 7, Securities, Retirement, 401k, Series 63, 403(b), Deferred Compensation..., Defined Benefit Plans, Pension Plans, Tax Exempt Plans, Alternative Investments, Asset Allocation, Deferred Compensation, Defined Benefit, Employee Benefits, FINRA, Finance, Financial Advisory, Insurance, Investments, Life Insurance, Mutual Funds, Pension Funds, Relationship Management, Retirement Planning, Sales
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2007 — 2009
MBA, Finance
Vanderbilt University 1999 — 2003
BA, Economics, Art History
Wheaton Warrenville South 1995 — 1999
Cindy Hillsey Cindy Hillsey's Principal Financial Group Experience February 1998 - July 1998
Job Compliance Representative at Fidelity Investments
Industry Consumer Services
Experience
Edward Jones November 2013 - Present
Virtual Partnering July 2004 - September 2013
Family Capital Management February 2004 - August 2004
Visiting Nurse ExtraCare May 2000 - November 2001
Commonwealth Associates August 1999 - April 2000
NCS Healthcare August 1998 - August 1999
Principal Financial Group February 1998 - July 1998
PPOM August 1997 - January 1998
United Dental Care June 1995 - June 1997
Carpenter Insurance November 1991 - June 1995
Skills
Entrepreneur, Marketing, Price Setting, Small Business, New Business Development, Business, Coaching, Skilled Facilitator, Associate Certified..., Certified Coach, Effective Problem Solver, Creative Small Business..., Outstanding time..., Effective Motivator, Expert in Ideal Client, Collaborative Problem..., Superb Listener, Accountability Expert, Coach to women..., Client, IDEAL, Entrepreneurship, Business Coaching, Coaching Virtual..., Coaching Coaches, Ideal Client, Organizational..., Executive Coaching, Time Management, Management, Facilitators, Emotional Intelligence, Human Resources, Social Networking, Social Media Marketing, Leadership, Life Coaching, Networking, Training, Career Development, Personal Development, Team Building, Workshop Facilitation, Organizational..., Leadership Development, Event Planning, Career Counseling, Motivational Speaking, Business Strategy, Conflict Resolution
Education
Davenport University 2001 — 2004
BS, Management
International Coach Academy 2008 — 2010
Coaching Certification
AssistU.com 2004 — 2004
Completed VA Training Program
Edward Jones November 2013 - Present
Virtual Partnering July 2004 - September 2013
Family Capital Management February 2004 - August 2004
Visiting Nurse ExtraCare May 2000 - November 2001
Commonwealth Associates August 1999 - April 2000
NCS Healthcare August 1998 - August 1999
Principal Financial Group February 1998 - July 1998
PPOM August 1997 - January 1998
United Dental Care June 1995 - June 1997
Carpenter Insurance November 1991 - June 1995
Skills
Entrepreneur, Marketing, Price Setting, Small Business, New Business Development, Business, Coaching, Skilled Facilitator, Associate Certified..., Certified Coach, Effective Problem Solver, Creative Small Business..., Outstanding time..., Effective Motivator, Expert in Ideal Client, Collaborative Problem..., Superb Listener, Accountability Expert, Coach to women..., Client, IDEAL, Entrepreneurship, Business Coaching, Coaching Virtual..., Coaching Coaches, Ideal Client, Organizational..., Executive Coaching, Time Management, Management, Facilitators, Emotional Intelligence, Human Resources, Social Networking, Social Media Marketing, Leadership, Life Coaching, Networking, Training, Career Development, Personal Development, Team Building, Workshop Facilitation, Organizational..., Leadership Development, Event Planning, Career Counseling, Motivational Speaking, Business Strategy, Conflict Resolution
Education
Davenport University 2001 — 2004
BS, Management
International Coach Academy 2008 — 2010
Coaching Certification
AssistU.com 2004 — 2004
Completed VA Training Program
Andrew Coan Andrew Coan's Principal Financial Group Experience October 2014 - Present
Job Corporate Negotiator at Principal Financial Group
Industry Logistics and Supply Chain
Experience
Principal Financial Group October 2014 - Present
Vermeer Corporation June 2012 - October 2014
Vermeer Corporation May 2011 - June 2012
Skills
Supply Chain Management, Logistics, Project Planning, Operations Management, Engineering, Project Management, Kaizen, Teamwork, Microsoft Excel, Microsoft Office, Glovia, Solidworks, Purchasing, Value Stream Mapping, Lean Manufacturing, Negotiation, Procurement, Strategic Sourcing, Supply Chain, Strategy, Global Sourcing, Materials Management, Inventory Management, Continuous Improvement, Manufacturing, Six Sigma, Supplier Evaluation, 5S, Supply Management, SAP
Education
Iowa State University 2009 — 2012
Bachelor's degree, Supply Chain Management
Des Moines Area Community College 2007 — 2009
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
Principal Financial Group October 2014 - Present
Vermeer Corporation June 2012 - October 2014
Vermeer Corporation May 2011 - June 2012
Skills
Supply Chain Management, Logistics, Project Planning, Operations Management, Engineering, Project Management, Kaizen, Teamwork, Microsoft Excel, Microsoft Office, Glovia, Solidworks, Purchasing, Value Stream Mapping, Lean Manufacturing, Negotiation, Procurement, Strategic Sourcing, Supply Chain, Strategy, Global Sourcing, Materials Management, Inventory Management, Continuous Improvement, Manufacturing, Six Sigma, Supplier Evaluation, 5S, Supply Management, SAP
Education
Iowa State University 2009 — 2012
Bachelor's degree, Supply Chain Management
Des Moines Area Community College 2007 — 2009
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
Becky Hoisington Becky Hoisington's Principal Financial Group Experience March 2010 - November 2010
Job Manager Technical Benefits Operations at ADP
Industry Information Technology and Services
Experience
ADP March 2015 - Present
ADP October 2013 - Present
ADP November 2010 - October 2013
Principal Financial Group March 2010 - November 2010
Principal Financial Group March 2009 - March 2010
Principal Financial Group February 2007 - March 2009
Principal Financial Group September 2003 - February 2007
Principal Financial Group October 2002 - September 2003
Principal Financial Group September 2002 - October 2002
Principal Financial Group May 2002 - September 2002
Skills
Project Management, Business Process..., Data Analysis, Reporting & Analysis, System Testing, Technical Documentation, Project Coordination, Process Improvement, Process Optimization, User Acceptance Testing, SQL, Standardization, Strategic Communications, Quality Auditing, Validation, Metrics Reporting, Trend Analysis, Productivity, Microsoft Office, Technical Training, WTX, Fee Schedules, Crystal Reports, Query Writing, Billing Process, Meeting objectives, Ad Hoc Reporting, Collaboration, Business Analysis, Time Management, Software Documentation, Health Insurance, Dental Insurance, Leave of Absence..., SOC1/SAS70 Compliance, Mentoring, Virtual Training, Payroll Reporting, Requirements Analysis, Vendor Management, Visio, PeopleSoft, Employee Benefits, Management
Education
Des Moines Area Community College 2000 — 2000
Perry High School 1996 — 2000
ADP March 2015 - Present
ADP October 2013 - Present
ADP November 2010 - October 2013
Principal Financial Group March 2010 - November 2010
Principal Financial Group March 2009 - March 2010
Principal Financial Group February 2007 - March 2009
Principal Financial Group September 2003 - February 2007
Principal Financial Group October 2002 - September 2003
Principal Financial Group September 2002 - October 2002
Principal Financial Group May 2002 - September 2002
Skills
Project Management, Business Process..., Data Analysis, Reporting & Analysis, System Testing, Technical Documentation, Project Coordination, Process Improvement, Process Optimization, User Acceptance Testing, SQL, Standardization, Strategic Communications, Quality Auditing, Validation, Metrics Reporting, Trend Analysis, Productivity, Microsoft Office, Technical Training, WTX, Fee Schedules, Crystal Reports, Query Writing, Billing Process, Meeting objectives, Ad Hoc Reporting, Collaboration, Business Analysis, Time Management, Software Documentation, Health Insurance, Dental Insurance, Leave of Absence..., SOC1/SAS70 Compliance, Mentoring, Virtual Training, Payroll Reporting, Requirements Analysis, Vendor Management, Visio, PeopleSoft, Employee Benefits, Management
Education
Des Moines Area Community College 2000 — 2000
Perry High School 1996 — 2000
BRADLEY R. STEVENS BRADLEY R. STEVENS's Principal Financial Group Experience May 2011 - September 2013
Job Jarred Bunch Consulting, LLC ● "Making Money Work for People"
Industry Financial Services
Experience
Jarred Bunch Consulting, LLC January 2014 - Present
Affiliated Financial Specialists, LTD May 2013 - June 2014
Principal Financial Group May 2011 - September 2013
Kottke Associates March 2008 - May 2011
Skills
Sales Management, Financial Analysis, New Business Development, Strategic Financial..., Financial Advisory, Wealth Accumulation, Building Relationships, Risk Management, Investments, Finance, Income Protection, Disability Insurance, Long Term Care Insurance, Management, Retirement, Financial Planning
Education
DePaul University 2004 — 2008
Bachelor's, Finance
Jarred Bunch Consulting, LLC January 2014 - Present
Affiliated Financial Specialists, LTD May 2013 - June 2014
Principal Financial Group May 2011 - September 2013
Kottke Associates March 2008 - May 2011
Skills
Sales Management, Financial Analysis, New Business Development, Strategic Financial..., Financial Advisory, Wealth Accumulation, Building Relationships, Risk Management, Investments, Finance, Income Protection, Disability Insurance, Long Term Care Insurance, Management, Retirement, Financial Planning
Education
DePaul University 2004 — 2008
Bachelor's, Finance
Chris Drachenberg Chris Drachenberg's Principal Financial Group Experience July 2015 - Present
Job Financial Services Representative | Princor Registered Representative at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group July 2015 - Present
Kaplan University March 2015 - June 2015
Santander Consumer USA Inc. November 2013 - February 2015
Santander Consumer USA Inc. June 2012 - October 2013
GM Financial/AmeriCredit June 2011 - June 2012
Trinity Chapel Bible Church November 2009 - June 2011
Fellowship Bible Church June 2006 - October 2009
Dallas Theological Seminary August 2002 - August 2005
Apartment Life June 2000 - May 2002
PricewaterhouseCoopers (PwC) Consulting August 1992 - September 1999
Skills
Financial Services, Financial Planning, Income Protection, General Insurance, Leadership, Analysis, Risk Management, Business Intelligence, Management, Team Building, Nonprofits, Leadership Development, Non-profits, Strategic Planning, Accounting, Finance, Business Analysis, Microsoft Excel, Team Leadership, Management Consulting, Business Strategy, Problem Solving, Process Improvement, PowerPoint, Microsoft Word, Business Process, Microsoft Office, Big 4
Education
The University of Texas at Austin - Red McCombs School of Business 1988 — 1992
B.B.A., Finance
The University of Texas at Austin 1988 — 1992
B.B.A., Finance
Dallas Theological Seminary 2000 — 2005
Th.M., New Testament and Historical Theology
Principal Financial Group July 2015 - Present
Kaplan University March 2015 - June 2015
Santander Consumer USA Inc. November 2013 - February 2015
Santander Consumer USA Inc. June 2012 - October 2013
GM Financial/AmeriCredit June 2011 - June 2012
Trinity Chapel Bible Church November 2009 - June 2011
Fellowship Bible Church June 2006 - October 2009
Dallas Theological Seminary August 2002 - August 2005
Apartment Life June 2000 - May 2002
PricewaterhouseCoopers (PwC) Consulting August 1992 - September 1999
Skills
Financial Services, Financial Planning, Income Protection, General Insurance, Leadership, Analysis, Risk Management, Business Intelligence, Management, Team Building, Nonprofits, Leadership Development, Non-profits, Strategic Planning, Accounting, Finance, Business Analysis, Microsoft Excel, Team Leadership, Management Consulting, Business Strategy, Problem Solving, Process Improvement, PowerPoint, Microsoft Word, Business Process, Microsoft Office, Big 4
Education
The University of Texas at Austin - Red McCombs School of Business 1988 — 1992
B.B.A., Finance
The University of Texas at Austin 1988 — 1992
B.B.A., Finance
Dallas Theological Seminary 2000 — 2005
Th.M., New Testament and Historical Theology
Kathy Lopez's Principal Financial Group Experience January 2009 - January 2010
Job Medical Office Support Specialist
Industry Hospital & Health Care
Experience
Spectrum Health October 2013 - Present
PineRest March 2011 - August 2012
Great Lakes Computer January 2010 - January 2011
Principal Financial Group January 2009 - January 2010
Secretary January 2006 - January 2009
Diversified Clinical January 2003 - January 2006
Dispense O' Matic January 1991 - January 2001
Skills
Microsoft Office, Microsoft Word, PowerPoint, Outlook, Access, Medical Terminology, Medical Billing, Word Processing, Customer Service, Leadership
Education
Davenport University 2001 — 2003
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Spectrum Health October 2013 - Present
PineRest March 2011 - August 2012
Great Lakes Computer January 2010 - January 2011
Principal Financial Group January 2009 - January 2010
Secretary January 2006 - January 2009
Diversified Clinical January 2003 - January 2006
Dispense O' Matic January 1991 - January 2001
Skills
Microsoft Office, Microsoft Word, PowerPoint, Outlook, Access, Medical Terminology, Medical Billing, Word Processing, Customer Service, Leadership
Education
Davenport University 2001 — 2003
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Beth Foley-Riddle's Principal Financial Group Experience March 1994 - July 2000
Job personal banking
Industry Banking
Experience
First Citizens Bank June 2015 - Present
Lowes Foods October 2007 - Present
West USA Realty 2006 - 2007
AST Trust 2005 - 2006
Desert Schools Federal Credit Union 2004 - 2005
Principal Financial Group March 1994 - July 2000
Skills
Grocery, Retail, Merchandising, Customer Service, Inventory Management, Microsoft Office, Store Management, Loss Prevention, Grocery Industry, P, Sales, Team Building, Multi-Unit Management, Supermarkets, Inventory Control, Time Management, Planograms, Teamwork, Management
Education
Upper Iowa University 1996 — 1999
Bachelor's degree Finance, Accounting and Finance, 3.375
Des Moines Area Community College 1992 — 1996
Associate's Degree, AA Science
First Citizens Bank June 2015 - Present
Lowes Foods October 2007 - Present
West USA Realty 2006 - 2007
AST Trust 2005 - 2006
Desert Schools Federal Credit Union 2004 - 2005
Principal Financial Group March 1994 - July 2000
Skills
Grocery, Retail, Merchandising, Customer Service, Inventory Management, Microsoft Office, Store Management, Loss Prevention, Grocery Industry, P, Sales, Team Building, Multi-Unit Management, Supermarkets, Inventory Control, Time Management, Planograms, Teamwork, Management
Education
Upper Iowa University 1996 — 1999
Bachelor's degree Finance, Accounting and Finance, 3.375
Des Moines Area Community College 1992 — 1996
Associate's Degree, AA Science
Andrew Lindholm Andrew Lindholm's Principal Financial Group Experience 2000 - 2002
Job SAP PP Senior Consultant at CONTAX Inc.
Industry Information Technology and Services
Experience
U-Haul International, Inc. August 2015 - Present
CONTAX Inc. December 2014 - Present
CONTAX Inc. January 2013 - December 2014
Bauer Built Mfg November 2008 - January 2013
Principal Financial Group 2000 - 2002
Skills
SAP Implementation, Business Process, Project Management, SAP ERP, SAP R/3, SAP Netweaver, Management, SD, ERP, Sterling Gentran, EDI, Mazak Fabrigear, FG CAD/CAM, SAP Production Planning
Education
Des Moines Area Community College 1998 — 2000
Associate of Arts and Sciences (A.A.S.), Management Information Systems, General
U-Haul International, Inc. August 2015 - Present
CONTAX Inc. December 2014 - Present
CONTAX Inc. January 2013 - December 2014
Bauer Built Mfg November 2008 - January 2013
Principal Financial Group 2000 - 2002
Skills
SAP Implementation, Business Process, Project Management, SAP ERP, SAP R/3, SAP Netweaver, Management, SD, ERP, Sterling Gentran, EDI, Mazak Fabrigear, FG CAD/CAM, SAP Production Planning
Education
Des Moines Area Community College 1998 — 2000
Associate of Arts and Sciences (A.A.S.), Management Information Systems, General
Mark Larwick Mark Larwick's Principal Financial Group Experience February 2015 - Present
Job Investment Operations Associate at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group February 2015 - Present
Principal Financial Group September 2013 - February 2015
Fellowship Bible Church Fort Smith June 2011 - September 2013
West Des Moines Community Schools August 2006 - August 2007
Woodward-Granger School District August 2005 - August 2006
US National Soil Tilth Lab June 2003 - December 2004
City of Ames Parks and Recreation May 1998 - August 2001
Skills
Strategic Planning, Teaching, Data Analysis, Team Building, Leadership Development, Academic Tutoring, Discipleship, Eagerness to Learn, Hardwork, Committed to..., Lists, Leadership, Research, Adult Education, Public Speaking, Budgets, Microsoft Excel, Event Planning, Coaching, PowerPoint, Microsoft Office, Customer Service
Education
Iowa State University 2000 — 2005
BS, Mathematics, Minor: Business
Dallas Theological Seminary 2007 — 2011
Th.M., Pastoral Ministries
Principal Financial Group February 2015 - Present
Principal Financial Group September 2013 - February 2015
Fellowship Bible Church Fort Smith June 2011 - September 2013
West Des Moines Community Schools August 2006 - August 2007
Woodward-Granger School District August 2005 - August 2006
US National Soil Tilth Lab June 2003 - December 2004
City of Ames Parks and Recreation May 1998 - August 2001
Skills
Strategic Planning, Teaching, Data Analysis, Team Building, Leadership Development, Academic Tutoring, Discipleship, Eagerness to Learn, Hardwork, Committed to..., Lists, Leadership, Research, Adult Education, Public Speaking, Budgets, Microsoft Excel, Event Planning, Coaching, PowerPoint, Microsoft Office, Customer Service
Education
Iowa State University 2000 — 2005
BS, Mathematics, Minor: Business
Dallas Theological Seminary 2007 — 2011
Th.M., Pastoral Ministries
Lori Cook Lori Cook's Principal Financial Group Experience 1996 - 2003
Job Paralegal/Office Management
Industry Legal Services
Experience
Iowa Process Service May 2010 - Present
Final Draft Transcription LLC March 2009 - Present
2010 January 2007 - December 2009
Schemmel Law Offices & Cramer Law PLC July 2006 - August 2009
2006 Dickinson December 2005 - January 2007
2006 Dickinson December 2005 - January 2007
Principal Financial Group 1996 - 2003
Wendell J. Harms, Esq January 1990 - January 1996
American Institute of Business September 1988 - May 1990
Education
Des Moines Area Community College 2007 — 2009
Legal Assistant Certificate, Legal/Business Admin/Office Management
American Institute of Business 1988 — 1990
Associates Degree, Business Administration/Office Management
Iowa Process Service May 2010 - Present
Final Draft Transcription LLC March 2009 - Present
2010 January 2007 - December 2009
Schemmel Law Offices & Cramer Law PLC July 2006 - August 2009
2006 Dickinson December 2005 - January 2007
2006 Dickinson December 2005 - January 2007
Principal Financial Group 1996 - 2003
Wendell J. Harms, Esq January 1990 - January 1996
American Institute of Business September 1988 - May 1990
Education
Des Moines Area Community College 2007 — 2009
Legal Assistant Certificate, Legal/Business Admin/Office Management
American Institute of Business 1988 — 1990
Associates Degree, Business Administration/Office Management
Kyle Haindfield's Principal Financial Group Experience August 2001 - February 2002
Job Director of EHR Support & Reporting Iowa Primary Care
Industry Computer Software
Experience
Iowa Primary Care Association February 2010 - Present
Allscripts February 2009 - February 2010
MediNotes Corporation February 2003 - February 2009
GetOnDaBus.Com, LLC. September 2003 - April 2007
Associated Computer Systems, Ltd. February 2002 - February 2003
Principal Financial Group August 2001 - February 2002
Skills
MediNotes e EMR, GE Centricity EMR, DocuTrak Document..., IssueTrak Help Desk..., GE Centricity PM, i2i Tracks Population..., Kriptiq & SureScripts..., Kryptiq Patient Portal..., Arcadia Data Solutions, Ignis Lab Interface..., Eclipsys PeakPractice..., EMR, Software Project..., Practice Management, Iowa Health Information..., SQL data reporting, Charting Plus EMR, Crystal Reports 11, Health Information..., EHR, Healthcare Information..., Informatics, Healthcare, Ambulatory, Software Implementation, HIPAA, Software Documentation, Troubleshooting, Training, Centricity, Management, Leadership, Project Management, Help Desk Support, Crystal Reports, HL7, Agile Methodologies, Microsoft Parallel Data..., Microsoft SQL Server..., Networking, Microsoft SQL Server, Integration, Visio, SQL
Education
University of California, Davis 2013 — 2014
Health Informatics, Public Health & Science, 3.67 GPA
Des Moines Area Community College 1999 — 2001
Associate of Arts and Sciences (AAS), Computer and Information Sciences and Support Services
Northeast Iowa Community College-Calmar 1998 — 1999
High school continuing education, Computer Science
Decorah High School (Thomas Roberts) 1995 — 1999
High school diploma
Iowa Primary Care Association February 2010 - Present
Allscripts February 2009 - February 2010
MediNotes Corporation February 2003 - February 2009
GetOnDaBus.Com, LLC. September 2003 - April 2007
Associated Computer Systems, Ltd. February 2002 - February 2003
Principal Financial Group August 2001 - February 2002
Skills
MediNotes e EMR, GE Centricity EMR, DocuTrak Document..., IssueTrak Help Desk..., GE Centricity PM, i2i Tracks Population..., Kriptiq & SureScripts..., Kryptiq Patient Portal..., Arcadia Data Solutions, Ignis Lab Interface..., Eclipsys PeakPractice..., EMR, Software Project..., Practice Management, Iowa Health Information..., SQL data reporting, Charting Plus EMR, Crystal Reports 11, Health Information..., EHR, Healthcare Information..., Informatics, Healthcare, Ambulatory, Software Implementation, HIPAA, Software Documentation, Troubleshooting, Training, Centricity, Management, Leadership, Project Management, Help Desk Support, Crystal Reports, HL7, Agile Methodologies, Microsoft Parallel Data..., Microsoft SQL Server..., Networking, Microsoft SQL Server, Integration, Visio, SQL
Education
University of California, Davis 2013 — 2014
Health Informatics, Public Health & Science, 3.67 GPA
Des Moines Area Community College 1999 — 2001
Associate of Arts and Sciences (AAS), Computer and Information Sciences and Support Services
Northeast Iowa Community College-Calmar 1998 — 1999
High school continuing education, Computer Science
Decorah High School (Thomas Roberts) 1995 — 1999
High school diploma
Benjamin Stensrud, CSM, PSM, CAPM Benjamin Stensrud, CSM, PSM, CAPM's Principal Financial Group Experience May 2014 - August 2014
Job Consultant at Keyot
Industry Information Technology and Services
Experience
Keyot January 2015 - Present
Principal Financial Group May 2014 - August 2014
Drake University March 2012 - August 2014
MidAmerican Energy Company December 2013 - May 2014
Three Dog Bakery January 2009 - April 2014
Drake University September 2011 - November 2013
Stensrud Technology Solutions LLC October 2012 - June 2013
Boswell for Congress January 2012 - November 2012
Independent Consulting September 2011 - October 2012
The Cheese Shop May 2011 - March 2012
Skills
Management, Customer Service, Agile Methodologies, Scrum, Agile & Waterfall..., Project Initiation, ScrumMaster, Microsoft Excel, Microsoft Office, Public Speaking, Leadership, Access, Java, VBA, Budgets, Marketing, Troubleshooting, Windows, Active Directory, Project Management, iWork, iLife, Final Cut Studio, Analysis, Consulting, Mac, InDesign, Photoshop, VB.NET, CSS, HTML, Technical Support, Communication, Problem Solving, Entrepreneurship, Remote User Support, Event Planning
Education
Drake University 2011 — 2014
Bachelor’s Degree, Information Systems, Management
Des Moines Area Community College 2009 — 2011
High School Dual Enrollment, Liberal Arts
Keyot January 2015 - Present
Principal Financial Group May 2014 - August 2014
Drake University March 2012 - August 2014
MidAmerican Energy Company December 2013 - May 2014
Three Dog Bakery January 2009 - April 2014
Drake University September 2011 - November 2013
Stensrud Technology Solutions LLC October 2012 - June 2013
Boswell for Congress January 2012 - November 2012
Independent Consulting September 2011 - October 2012
The Cheese Shop May 2011 - March 2012
Skills
Management, Customer Service, Agile Methodologies, Scrum, Agile & Waterfall..., Project Initiation, ScrumMaster, Microsoft Excel, Microsoft Office, Public Speaking, Leadership, Access, Java, VBA, Budgets, Marketing, Troubleshooting, Windows, Active Directory, Project Management, iWork, iLife, Final Cut Studio, Analysis, Consulting, Mac, InDesign, Photoshop, VB.NET, CSS, HTML, Technical Support, Communication, Problem Solving, Entrepreneurship, Remote User Support, Event Planning
Education
Drake University 2011 — 2014
Bachelor’s Degree, Information Systems, Management
Des Moines Area Community College 2009 — 2011
High School Dual Enrollment, Liberal Arts
Sara Strasser's Principal Financial Group Experience January 2001 - March 2011
Job Plan Consultant at Strategic Retirement Partners
Industry Financial Services
Experience
Strategic Retirement Partners September 2015 - Present
401(k) Advisors May 2011 - September 2015
Principal Financial Group January 2001 - March 2011
Skills
401k, Retirement, Defined Benefit, Series 7, ERISA
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2002 — 2004
MBA, Economics
Northern Illinois University - College of Business 1996 — 2000
Bachelor of Business Administration (B.B.A.)
Strategic Retirement Partners September 2015 - Present
401(k) Advisors May 2011 - September 2015
Principal Financial Group January 2001 - March 2011
Skills
401k, Retirement, Defined Benefit, Series 7, ERISA
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2002 — 2004
MBA, Economics
Northern Illinois University - College of Business 1996 — 2000
Bachelor of Business Administration (B.B.A.)
Michael Wilson MCSA, MCDST, A+, NET+'s Principal Financial Group Experience September 2007 - January 2008
Job Technical Support Specialist\ Desk Top\ Networking\ Help Desk. MCSA.MCDST,A+,NET+
Industry Information Technology and Services
Experience
AVIVA, Life and Annuity Company April 2008 - September 2008
Principal Financial Group September 2007 - January 2008
1.NMCRC in Des Moines Iowa (Navy Marine Corps Reserve Center) (EDS) (June 2007). June 2007 - June 2007
TO MANY CONTRACTS TO LIST 2007 - 2007
ING/ IBM 2005 - 2007
Education
University of Phoenix 2004 — 2005
BS, Information Technology
Help Desk Technical Education Center: Des Moines Iowa 2002 — 2002
CERT, . Managing a Microsoft Windows 2003 Network course
Des Moines Area Community College
AAS, Computer Science.
Help Desk Technical Education Center: Des Moines Iowa
CERT, Microsoft Certified Desktop Support Technician) (2263) (MCDST)
Help Desk Technical Education Center: Des Moines Iowa
CERT, Microsoft Windows XP Professional (2285)
Help Desk Technical Education Center: Des Moines Iowa
CERT, Network + Certification, A+ Certification.
Help Desk Technical Education Center: Des Moines Iowa.
CERT, Implementing Microsoft Windows 2003 Professional
AVIVA, Life and Annuity Company April 2008 - September 2008
Principal Financial Group September 2007 - January 2008
1.NMCRC in Des Moines Iowa (Navy Marine Corps Reserve Center) (EDS) (June 2007). June 2007 - June 2007
TO MANY CONTRACTS TO LIST 2007 - 2007
ING/ IBM 2005 - 2007
Education
University of Phoenix 2004 — 2005
BS, Information Technology
Help Desk Technical Education Center: Des Moines Iowa 2002 — 2002
CERT, . Managing a Microsoft Windows 2003 Network course
Des Moines Area Community College
AAS, Computer Science.
Help Desk Technical Education Center: Des Moines Iowa
CERT, Microsoft Certified Desktop Support Technician) (2263) (MCDST)
Help Desk Technical Education Center: Des Moines Iowa
CERT, Microsoft Windows XP Professional (2285)
Help Desk Technical Education Center: Des Moines Iowa
CERT, Network + Certification, A+ Certification.
Help Desk Technical Education Center: Des Moines Iowa.
CERT, Implementing Microsoft Windows 2003 Professional
Shalini Mahajan's Principal Financial Group Experience December 1995 - June 2000
Job Managing Director at Fitch Ratings
Industry Financial Services
Experience
Fitch Ratings July 2009 - Present
UBS Investment Bank August 2002 - October 2008
Principal Financial Group December 1995 - June 2000
Education
New York University - Leonard N. Stern School of Business 2000 — 2002
MBA
Indian Institute of Management, Calcutta 1992 — 1994
PGDM
Delhi College of Engineering 1987 — 1991
B.E.
Fitch Ratings July 2009 - Present
UBS Investment Bank August 2002 - October 2008
Principal Financial Group December 1995 - June 2000
Education
New York University - Leonard N. Stern School of Business 2000 — 2002
MBA
Indian Institute of Management, Calcutta 1992 — 1994
PGDM
Delhi College of Engineering 1987 — 1991
B.E.
Nick Margherio's Principal Financial Group Experience July 2006 - Present
Job Sales Representative at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group July 2006 - Present
Assurant Employee Benefits January 2004 - June 2006
CNA Insurance 2002 - 2004
Skills
Disability Insurance, Insurance, Life Insurance, Employee Benefits, Term Life Insurance, Underwriting, Account Management, Sales, Brokers, Sales Management
Education
Denison University 1998 — 2002
Bachelor of Arts, Biology
Principal Financial Group July 2006 - Present
Assurant Employee Benefits January 2004 - June 2006
CNA Insurance 2002 - 2004
Skills
Disability Insurance, Insurance, Life Insurance, Employee Benefits, Term Life Insurance, Underwriting, Account Management, Sales, Brokers, Sales Management
Education
Denison University 1998 — 2002
Bachelor of Arts, Biology
Barbara Vinchattle's Principal Financial Group Experience April 1980 - March 1987
Job Field Claim Consultant at Unum
Industry Insurance
Experience
Unum June 1992 - Present
Lincoln National Life Insurance March 1987 - May 1992
Principal Financial Group April 1980 - March 1987
Skills
Claim, Claims Management, Workers Compensation, Life Insurance, Disability Insurance, Insurance Law, Property & Casualty..., Insurance, Accident, Underwriting, Long-term Care, Negotiation, Health Insurance, Casualty, Medicare, Employee Benefits, Fraud, Reinsurance, Risk Management, Claims Handling, Analysis, Liability, Claim Investigation, Claims Resolution, Legal Liability, Term Life Insurance, Professional Liability, Commercial Insurance, General Insurance, Commercial Lines, Health Savings Accounts, Litigation Management, Benefits Administration, Critical Illness, Investigation, Whole Life, Disability Management, Umbrella Insurance, Long Term Care Insurance, Group Insurance, Provider Relations, Workers' Compensation..., Disabilities, COBRA, Background Checks
Education
Des Moines Area Community College
Nursing
Unum June 1992 - Present
Lincoln National Life Insurance March 1987 - May 1992
Principal Financial Group April 1980 - March 1987
Skills
Claim, Claims Management, Workers Compensation, Life Insurance, Disability Insurance, Insurance Law, Property & Casualty..., Insurance, Accident, Underwriting, Long-term Care, Negotiation, Health Insurance, Casualty, Medicare, Employee Benefits, Fraud, Reinsurance, Risk Management, Claims Handling, Analysis, Liability, Claim Investigation, Claims Resolution, Legal Liability, Term Life Insurance, Professional Liability, Commercial Insurance, General Insurance, Commercial Lines, Health Savings Accounts, Litigation Management, Benefits Administration, Critical Illness, Investigation, Whole Life, Disability Management, Umbrella Insurance, Long Term Care Insurance, Group Insurance, Provider Relations, Workers' Compensation..., Disabilities, COBRA, Background Checks
Education
Des Moines Area Community College
Nursing
Andi Bussey's Principal Financial Group Experience
Job Training Specialist at Principal Financial Group
Industry Investment Management
Experience
Principal Financial Group
Skills
Leadership, Insurance, Process Improvement, Team Building
Education
Des Moines Area Community College 2002 — 2004
Principal Financial Group
Skills
Leadership, Insurance, Process Improvement, Team Building
Education
Des Moines Area Community College 2002 — 2004
Adam Pirillo's Principal Financial Group Experience 2000 - 2002
Job Program Controller
Industry Marketing and Advertising
Experience
Wells Fargo Home Mortgage October 2013 - Present
Wells Fargo Home Mortgage November 2009 - November 2012
Wells Fargo Financial October 2006 - November 2009
Wells Fargo May 2004 - October 2006
Principal Financial Group 2000 - 2002
Skills
Adobe Creative Suite, Advertising, Illustrator, Graphic Design, Marketing, Mac, Photoshop, Layout, Graphics, QuarkXPress, Art Direction, Customer Service, Trade Shows, PowerPoint, Pre-press, Direct Mail, InDesign, Web Design, Creative Direction, Logo Design, Brochures, Typography, Corporate Identity, Dreamweaver, Corporate Branding, Adobe Acrobat, Brand Development, Direct Marketing, Email Marketing, Project Management, User Experience
Education
Des Moines Area Community College 1996 — 1999
AAS, Commercial Art
Wells Fargo Home Mortgage October 2013 - Present
Wells Fargo Home Mortgage November 2009 - November 2012
Wells Fargo Financial October 2006 - November 2009
Wells Fargo May 2004 - October 2006
Principal Financial Group 2000 - 2002
Skills
Adobe Creative Suite, Advertising, Illustrator, Graphic Design, Marketing, Mac, Photoshop, Layout, Graphics, QuarkXPress, Art Direction, Customer Service, Trade Shows, PowerPoint, Pre-press, Direct Mail, InDesign, Web Design, Creative Direction, Logo Design, Brochures, Typography, Corporate Identity, Dreamweaver, Corporate Branding, Adobe Acrobat, Brand Development, Direct Marketing, Email Marketing, Project Management, User Experience
Education
Des Moines Area Community College 1996 — 1999
AAS, Commercial Art
Jared Zatloukal's Principal Financial Group Experience April 2007 - Present
Job Investment Officer at Principal Financial Group
Industry Commercial Real Estate
Experience
Principal Financial Group April 2007 - Present
PPM America January 2005 - April 2007
Allstate Insurance July 2002 - January 2005
LaSalle Bank 2001 - 2002
Skills
Underwriting, Valuation, Financial Analysis, Investments, Asset Management, Budgets, Banking, Credit, Due Diligence, Real Estate Economics, Portfolio Management, Loans, Financial Modeling, Commercial Mortgages, Financial Structuring, Credit Analysis
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2003 — 2005
MBA
University of Northern Iowa 1996 — 2001
Bachelors, Finance/Real Estate
Sioux City East
Principal Financial Group April 2007 - Present
PPM America January 2005 - April 2007
Allstate Insurance July 2002 - January 2005
LaSalle Bank 2001 - 2002
Skills
Underwriting, Valuation, Financial Analysis, Investments, Asset Management, Budgets, Banking, Credit, Due Diligence, Real Estate Economics, Portfolio Management, Loans, Financial Modeling, Commercial Mortgages, Financial Structuring, Credit Analysis
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2003 — 2005
MBA
University of Northern Iowa 1996 — 2001
Bachelors, Finance/Real Estate
Sioux City East
Nick Maucieri's Principal Financial Group Experience June 2005 - Present
Job Retirement Plan Professional / Senior Benefit & Planning Counselor at the Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group June 2005 - Present
First Midwest Bank May 2003 - June 2005
Commonwealth Financial Network January 1999 - April 2003
Hinsdale Financial Group June 1984 - January 1999
Skills
Retirement Planning, Employee Benefits, Retirement, 401k, Project Planning, Finance, Fixed Annuities, Defined Benefit, Estate Planning, Long-term Care, Management, Financial Services
Education
Amerrican College 1988 — 1990
CLU Designation
DePaul University 1980 — 1984
BA, Communications & Business Administration
Principal Financial Group June 2005 - Present
First Midwest Bank May 2003 - June 2005
Commonwealth Financial Network January 1999 - April 2003
Hinsdale Financial Group June 1984 - January 1999
Skills
Retirement Planning, Employee Benefits, Retirement, 401k, Project Planning, Finance, Fixed Annuities, Defined Benefit, Estate Planning, Long-term Care, Management, Financial Services
Education
Amerrican College 1988 — 1990
CLU Designation
DePaul University 1980 — 1984
BA, Communications & Business Administration
Nancy Agan's Principal Financial Group Experience December 1997 - December 2008
Job Analytics Consultant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo January 2015 - Present
Wells Fargo June 2012 - December 2014
Terrus Real Estate Group July 2010 - June 2012
Adecco March 2010 - September 2010
Visiont October 2009 - July 2010
Adecco May 2009 - September 2009
Principal Financial Group December 1997 - December 2008
Principal Financial Group August 1995 - September 1997
Principal Financial Group September 1992 - July 1995
Principal Financial Group January 1989 - August 1992
Skills
Accounting, Team Building, Investments, Accounts Receivable, Forecasting, Analysis, Access
Education
Simpson College 1998 — 2004
Bachelor of Arts
Des Moines Area Community College 1997 — 1997
Certficate
North Iowa Area Community College 1982 — 1983
Associate of Arts
Clear Lake High School
Diploma
Wells Fargo January 2015 - Present
Wells Fargo June 2012 - December 2014
Terrus Real Estate Group July 2010 - June 2012
Adecco March 2010 - September 2010
Visiont October 2009 - July 2010
Adecco May 2009 - September 2009
Principal Financial Group December 1997 - December 2008
Principal Financial Group August 1995 - September 1997
Principal Financial Group September 1992 - July 1995
Principal Financial Group January 1989 - August 1992
Skills
Accounting, Team Building, Investments, Accounts Receivable, Forecasting, Analysis, Access
Education
Simpson College 1998 — 2004
Bachelor of Arts
Des Moines Area Community College 1997 — 1997
Certficate
North Iowa Area Community College 1982 — 1983
Associate of Arts
Clear Lake High School
Diploma
Beatrice Smith's Principal Financial Group Experience 1995 - 1999
Job Logistics, Scheduler, Planner at Ball Corporation
Industry Packaging and Containers
Experience
Ball Corporation March 2013 - Present
Ball March 2009 - February 2013
Ball February 2007 - March 2009
Fidelity Investments October 1999 - October 2002
Principal Financial Group 1995 - 1999
Principal Financial Group 1992 - 1994
Principal Financial Group 1978 - 1991
Skills
Team Building, Pensions, Microsoft Office, Process Improvement, Leadership, Budgets, Payroll
Education
Dallas Baptist University 2007 — 2012
BA, Business Studies
Grand View College 1976 — 1978
AA, Business Administration
Ball Corporation March 2013 - Present
Ball March 2009 - February 2013
Ball February 2007 - March 2009
Fidelity Investments October 1999 - October 2002
Principal Financial Group 1995 - 1999
Principal Financial Group 1992 - 1994
Principal Financial Group 1978 - 1991
Skills
Team Building, Pensions, Microsoft Office, Process Improvement, Leadership, Budgets, Payroll
Education
Dallas Baptist University 2007 — 2012
BA, Business Studies
Grand View College 1976 — 1978
AA, Business Administration
Barb Magee's Principal Financial Group Experience 2003 - 2005
Job Compensation Consultant 4 at Wells Fargo Community Bank
Industry Financial Services
Experience
Wells Fargo Community Bank July 2014 - Present
Wells Fargo Home Mortgage October 2010 - July 2014
Wells Fargo Financial November 2005 - October 2010
Principal Financial Group 2003 - 2005
Nintendo of America 1989 - 2003
Skills
Employee Relations, Change Management, Performance Management, Talent Acquisition, Succession Planning, Human Resources, Onboarding, Leadership, Strategy, Personnel Management, Compensation Structures, Management, Leadership Development, Talent Management, Process Improvement, Team Building
Education
Bellevue Community College, Bellevue, Washington
Business Administration and Management, General
Des Moines Area Community College
Business Administration and Management, General
Dunkerton High School
Wells Fargo Community Bank July 2014 - Present
Wells Fargo Home Mortgage October 2010 - July 2014
Wells Fargo Financial November 2005 - October 2010
Principal Financial Group 2003 - 2005
Nintendo of America 1989 - 2003
Skills
Employee Relations, Change Management, Performance Management, Talent Acquisition, Succession Planning, Human Resources, Onboarding, Leadership, Strategy, Personnel Management, Compensation Structures, Management, Leadership Development, Talent Management, Process Improvement, Team Building
Education
Bellevue Community College, Bellevue, Washington
Business Administration and Management, General
Des Moines Area Community College
Business Administration and Management, General
Dunkerton High School
Lee Byrd's Principal Financial Group Experience April 2001 - July 2007
Job Systems Architect
Industry Insurance
Experience
Wellmark Blue Cross and Blue Shield June 2015 - Present
Principal Global Investors March 2011 - Present
Principal Global Investors July 2007 - March 2011
Principal Financial Group April 2001 - July 2007
Skills
Application Architecture, Enterprise Architecture, Project Management, Technical Architecture, Architecture, Project Planning, Analysis, SDLC, IT Strategy, SharePoint, Requirements Analysis, Business Requirements, Risk Management, Visio, Solution Architecture, Architectures, Enterprise Software
Education
University of Northern Iowa 1994 — 1998
Dana College 1991 — 1993
Wellmark Blue Cross and Blue Shield June 2015 - Present
Principal Global Investors March 2011 - Present
Principal Global Investors July 2007 - March 2011
Principal Financial Group April 2001 - July 2007
Skills
Application Architecture, Enterprise Architecture, Project Management, Technical Architecture, Architecture, Project Planning, Analysis, SDLC, IT Strategy, SharePoint, Requirements Analysis, Business Requirements, Risk Management, Visio, Solution Architecture, Architectures, Enterprise Software
Education
University of Northern Iowa 1994 — 1998
Dana College 1991 — 1993
Kevin Herlihy's Principal Financial Group Experience February 2003 - June 2010
Job EPMO at SunTrust Bank
Industry Financial Services
Experience
SunTrust Bank 2010 - Present
Principal Financial Group February 2003 - June 2010
ETI October 2000 - January 2003
MCI August 1998 - October 2000
Security First Network Bank July 1997 - August 1998
Skills
Software Project..., Project Management, Change Management, MS Project, Project Portfolio..., Leadership, Resource Management, SDLC, Enterprise Architecture, PMO, Management, Vendor Management, Business Process..., Business Analysis, PMP
Education
Dartmouth College 1991 — 1995
SunTrust Bank 2010 - Present
Principal Financial Group February 2003 - June 2010
ETI October 2000 - January 2003
MCI August 1998 - October 2000
Security First Network Bank July 1997 - August 1998
Skills
Software Project..., Project Management, Change Management, MS Project, Project Portfolio..., Leadership, Resource Management, SDLC, Enterprise Architecture, PMO, Management, Vendor Management, Business Process..., Business Analysis, PMP
Education
Dartmouth College 1991 — 1995
Alan Holland's Principal Financial Group Experience June 2004 - Present
Job Managing Director at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group June 2004 - Present
Education
DePauw University
Principal Financial Group June 2004 - Present
Education
DePauw University
Christy Lockridge's Principal Financial Group Experience July 1987 - December 1989
Job Principal at Prudential Mortgage Capital Company
Industry Financial Services
Experience
Prudential Mortgage Capital Company April 2013 - Present
GE Capital July 2006 - March 2013
GE Capital April 2005 - June 2006
GE Capital October 2001 - February 2005
Heller Financial March 1996 - March 2001
Heller Financial May 1995 - February 1996
Heller Financial February 1993 - April 1995
Heller Financial January 1990 - February 1993
Principal Financial Group July 1987 - December 1989
Skills
Portfolio Management, Loans, Asset Management, Financial Analysis, Valuation, Real Estate Economics, Commercial Lending, Credit Analysis, Finance, Mortgage Lending
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1990 — 1994
Master of Business Administration (MBA), Finance, General
University of Iowa 1983 — 1987
Bachelor of Business Administration (BBA), Finance, General
Prudential Mortgage Capital Company April 2013 - Present
GE Capital July 2006 - March 2013
GE Capital April 2005 - June 2006
GE Capital October 2001 - February 2005
Heller Financial March 1996 - March 2001
Heller Financial May 1995 - February 1996
Heller Financial February 1993 - April 1995
Heller Financial January 1990 - February 1993
Principal Financial Group July 1987 - December 1989
Skills
Portfolio Management, Loans, Asset Management, Financial Analysis, Valuation, Real Estate Economics, Commercial Lending, Credit Analysis, Finance, Mortgage Lending
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1990 — 1994
Master of Business Administration (MBA), Finance, General
University of Iowa 1983 — 1987
Bachelor of Business Administration (BBA), Finance, General
Christy Lockridge's Principal Financial Group Experience July 1987 - December 1989
Job Principal at Prudential Mortgage Capital Company
Industry Real Estate
Experience
Prudential Mortgage Capital Company April 2013 - Present
GE Capital 2006 - March 2013
GE Capital March 2005 - June 2006
GE Capital October 2001 - February 2005
Heller Financial May 1995 - September 2001
Heller Financial March 1993 - April 1995
Heller Financial January 1990 - February 1993
Principal Financial Group July 1987 - December 1989
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1990 — 1994
MBA, Finance
University of Iowa 1983 — 1987
BBA, Finance
Prudential Mortgage Capital Company April 2013 - Present
GE Capital 2006 - March 2013
GE Capital March 2005 - June 2006
GE Capital October 2001 - February 2005
Heller Financial May 1995 - September 2001
Heller Financial March 1993 - April 1995
Heller Financial January 1990 - February 1993
Principal Financial Group July 1987 - December 1989
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1990 — 1994
MBA, Finance
University of Iowa 1983 — 1987
BBA, Finance
Randy Virden's Principal Financial Group Experience January 2001 - January 2009
Job Business Development at Vend Pro
Industry Food & Beverages
Experience
Vend Pro January 2009 - Present
Principal Financial Group January 2001 - January 2009
Skills
Retirement Planning, Retirement, Investment Advisory, Mutual Funds, Wealth Management, Asset Allocation, Series 7, Investments, IRAs, 401k, Investment Strategies, Fixed Annuities
Education
DePaul University 1996 — 1999
Bachelor's degree, Finance and Financial Management Services
Vend Pro January 2009 - Present
Principal Financial Group January 2001 - January 2009
Skills
Retirement Planning, Retirement, Investment Advisory, Mutual Funds, Wealth Management, Asset Allocation, Series 7, Investments, IRAs, 401k, Investment Strategies, Fixed Annuities
Education
DePaul University 1996 — 1999
Bachelor's degree, Finance and Financial Management Services
Deanna Taylor, FLMI's Principal Financial Group Experience 1990 - Present
Job IT Business Analyst at Principal Financial Group
Industry Information Technology and Services
Experience
Principal Financial Group 1990 - Present
Skills
Business Analysis, Business Requirements, Requirements Analysis, SDLC, Requirements Gathering, Process Improvement, Visio, User Acceptance Testing, Software Documentation, Process Modeling, Agile Methodologies, Pensions
Education
Des Moines Area Community College 1983 — 1985
AAS, Finance
Harlan Community High School 1980 — 1983
HS Diploma, General
Principal Financial Group 1990 - Present
Skills
Business Analysis, Business Requirements, Requirements Analysis, SDLC, Requirements Gathering, Process Improvement, Visio, User Acceptance Testing, Software Documentation, Process Modeling, Agile Methodologies, Pensions
Education
Des Moines Area Community College 1983 — 1985
AAS, Finance
Harlan Community High School 1980 — 1983
HS Diploma, General
Michael Hemmingsen's Principal Financial Group Experience August 2002 - August 2007
Job Sr. Data Engineer at Berkley Technology Services, LLC
Industry Information Technology and Services
Experience
Berkley Technology Services, LLC June 2008 - Present
Farrell's eXtreme Bodyshaping 2006 - Present
Nationwide August 2007 - May 2008
Principal Financial Group August 2002 - August 2007
Skills
Business Analysis, SQL, Data Warehousing, Databases, Crystal Reports, Visio, Oracle, Teradata, Informatica, Data Modeling, Relational Databases, Microsoft SQL Server, SharePoint, SDLC, SSRS
Education
Dana College 1994 — 1999
Math
Dana College
Berkley Technology Services, LLC June 2008 - Present
Farrell's eXtreme Bodyshaping 2006 - Present
Nationwide August 2007 - May 2008
Principal Financial Group August 2002 - August 2007
Skills
Business Analysis, SQL, Data Warehousing, Databases, Crystal Reports, Visio, Oracle, Teradata, Informatica, Data Modeling, Relational Databases, Microsoft SQL Server, SharePoint, SDLC, SSRS
Education
Dana College 1994 — 1999
Math
Dana College
Nathan Bale, MBA's Principal Financial Group Experience June 1997 - January 2000
Job Pricing Work Team Leader at Herman Miller
Industry Furniture
Experience
Herman Miller June 2014 - Present
Herman Miller June 2011 - Present
Herman Miller March 2005 - June 2011
Herman Miller February 2000 - March 2005
Principal Financial Group June 1997 - January 2000
Skills
Project Management, New Business Development, Product Development, Product Marketing, Customer Service, Finance, Account Management, Strategic Planning, Marketing Strategy, Financial Analysis, Relationship Management, Marketing Research, Social Networking, Furniture, Systems Analysis, Leadership, Mentoring, Volunteering, Team Building, Cross-functional Team...
Education
Davenport University
BBA, MBA, Marketing and Business Management
Herman Miller June 2014 - Present
Herman Miller June 2011 - Present
Herman Miller March 2005 - June 2011
Herman Miller February 2000 - March 2005
Principal Financial Group June 1997 - January 2000
Skills
Project Management, New Business Development, Product Development, Product Marketing, Customer Service, Finance, Account Management, Strategic Planning, Marketing Strategy, Financial Analysis, Relationship Management, Marketing Research, Social Networking, Furniture, Systems Analysis, Leadership, Mentoring, Volunteering, Team Building, Cross-functional Team...
Education
Davenport University
BBA, MBA, Marketing and Business Management
Ben Vogl's Principal Financial Group Experience October 2008 - May 2012
Job Exploring new opportunities
Industry Real Estate
Experience
Principal Financial Group October 2008 - May 2012
Principal Financial Group January 2003 - September 2008
Principal Financial Group June 2002 - December 2002
Skills
CMBS, Investment Properties, Analysis, Investments, Commercial Mortgages, Commercial Real Estate, Portfolio Management, Loans, Mortgage Lending
Education
University of Northern Iowa 2000 — 2003
Bachelor of Science (BS), Finance, Real Estate
Des Moines Area Community College 1999 — 2000
Buena Vista University 1998 — 1999
Principal Financial Group October 2008 - May 2012
Principal Financial Group January 2003 - September 2008
Principal Financial Group June 2002 - December 2002
Skills
CMBS, Investment Properties, Analysis, Investments, Commercial Mortgages, Commercial Real Estate, Portfolio Management, Loans, Mortgage Lending
Education
University of Northern Iowa 2000 — 2003
Bachelor of Science (BS), Finance, Real Estate
Des Moines Area Community College 1999 — 2000
Buena Vista University 1998 — 1999
Ed Urbano, FRM's Principal Financial Group Experience 2013 - July 2015
Job Product Management Director at Invesco
Industry Investment Management
Experience
Invesco US July 2015 - Present
Principal Financial Group 2013 - July 2015
PACIFIC INVESTMENT MANAGEMENT COMPANY (PIMCO) 2005 - 2012
M&N Trading November 2004 - August 2005
Cargill 1993 - 2004
Skills
Bloomberg, Asset Management, Investments, Product Management, Asset Managment, Risk Management, Trading, Hedging, Asset Allocation, Bonds, Commodity, Fixed Income, Investment Management, Options, Financial Markets, Portfolio Management, Due Diligence, Strategy, Hedge Funds, Derivatives, Securities, Alternative Investments
Education
Dartmouth College
BA, Economics
University of California, Irvine - The Paul Merage School of Business
MBA, Finance
Invesco US July 2015 - Present
Principal Financial Group 2013 - July 2015
PACIFIC INVESTMENT MANAGEMENT COMPANY (PIMCO) 2005 - 2012
M&N Trading November 2004 - August 2005
Cargill 1993 - 2004
Skills
Bloomberg, Asset Management, Investments, Product Management, Asset Managment, Risk Management, Trading, Hedging, Asset Allocation, Bonds, Commodity, Fixed Income, Investment Management, Options, Financial Markets, Portfolio Management, Due Diligence, Strategy, Hedge Funds, Derivatives, Securities, Alternative Investments
Education
Dartmouth College
BA, Economics
University of California, Irvine - The Paul Merage School of Business
MBA, Finance
Max Holmes's Principal Financial Group Experience February 2012 - Present
Job Financial Services Representative at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group February 2012 - Present
Holmes Automotive Group January 2003 - December 2011
Skills
Customer Service, Customer Relations, Microsoft Office, Negotiation, Advertising, Sales Management, Sales Operations, Automotive Sales, Strategic Financial..., Retirement Planning, Group Benefit Plans, Relationship Driven, Relationship Developer, Relationship..., Relationship Enhancement, Financial Coaching, Wealth Accumulation, Wealth Management, Wealth Accumulation..., Wealth Preservation...
Education
Des Moines Area Community College 2005 — 2007
Associate Degree, Business Administration
Dowling Catholic High School 2001 — 2005
Principal Financial Group February 2012 - Present
Holmes Automotive Group January 2003 - December 2011
Skills
Customer Service, Customer Relations, Microsoft Office, Negotiation, Advertising, Sales Management, Sales Operations, Automotive Sales, Strategic Financial..., Retirement Planning, Group Benefit Plans, Relationship Driven, Relationship Developer, Relationship..., Relationship Enhancement, Financial Coaching, Wealth Accumulation, Wealth Management, Wealth Accumulation..., Wealth Preservation...
Education
Des Moines Area Community College 2005 — 2007
Associate Degree, Business Administration
Dowling Catholic High School 2001 — 2005
Eric Schlatterer's Principal Financial Group Experience November 1986 - October 2005
Job at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group 2010 - Present
Dana Consulting Group 2009 - 2010
RSM McGladrey September 2006 - October 2008
First Midwest Bank November 2005 - August 2006
Principal Financial Group November 1986 - October 2005
Firs National bank of Chicago 1980 - 1986
Skills
Compliance, Pensions, Retirement, 401k, Mutual Funds, Retirement Plan..., Payroll, Retirement Planning, Securities, Pension Administration, Estate Planning, Defined Benefit, ERISA, Qualified Retirement..., Profit Sharing, Compliance Testing, Defined Contribution, Investments, Finance, Employee Benefits
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1984 — 1986
MBA, Finance
Loyola University Chicago 1976 — 1980
BS, Accounting
Lincoln Financial Group 2010 - Present
Dana Consulting Group 2009 - 2010
RSM McGladrey September 2006 - October 2008
First Midwest Bank November 2005 - August 2006
Principal Financial Group November 1986 - October 2005
Firs National bank of Chicago 1980 - 1986
Skills
Compliance, Pensions, Retirement, 401k, Mutual Funds, Retirement Plan..., Payroll, Retirement Planning, Securities, Pension Administration, Estate Planning, Defined Benefit, ERISA, Qualified Retirement..., Profit Sharing, Compliance Testing, Defined Contribution, Investments, Finance, Employee Benefits
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1984 — 1986
MBA, Finance
Loyola University Chicago 1976 — 1980
BS, Accounting
Rod Newcomb's Principal Financial Group Experience 1993 - 1997
Job Sr. Systems Engineer at LightEdge Solutions, Inc
Industry Marketing and Advertising
Experience
Dice Inc. Sr. Systems EngineerLightEdge Solutions, IncApril 2010 - Present
Dice Career Solutions 2000 - April 2010
Principal Financial Group 1993 - 1997
Skills
Disaster Recovery
Education
Des Moines Area Community College
Dice Inc. Sr. Systems EngineerLightEdge Solutions, IncApril 2010 - Present
Dice Career Solutions 2000 - April 2010
Principal Financial Group 1993 - 1997
Skills
Disaster Recovery
Education
Des Moines Area Community College
Andrea Weigel Ballard's Principal Financial Group Experience July 1997 - April 2009
Job Business Administration/Psychology Degree
Industry Insurance
Experience
Principal Financial Group July 1997 - April 2009
Principal Financial Group July 1997 - April 2009
Principal Financial Group July 1997 - April 2009
Physcians Eye Clinic August 1986 - April 1988
Skills
Pc Software, Apple Macintosh, Blackboard, Web CT, Microsoft Office, EndNote, Business Objects, JavaScript Databases, Quickbooks, Peachtree, Legal Compliance, Medical Billing, Medical Terminology, Medical Research, Dental Billing and..., Internet Research, Insurance, Leadership Development
Education
Grand View University 2010 — 2012
BA, Major: Business Administration and Minor: Psychology
Des Moines Area Community College 2009 — 2011
AA, Business Administration
Iowa State University 1985 — 1986
Humanities
Principal Financial Group July 1997 - April 2009
Principal Financial Group July 1997 - April 2009
Principal Financial Group July 1997 - April 2009
Physcians Eye Clinic August 1986 - April 1988
Skills
Pc Software, Apple Macintosh, Blackboard, Web CT, Microsoft Office, EndNote, Business Objects, JavaScript Databases, Quickbooks, Peachtree, Legal Compliance, Medical Billing, Medical Terminology, Medical Research, Dental Billing and..., Internet Research, Insurance, Leadership Development
Education
Grand View University 2010 — 2012
BA, Major: Business Administration and Minor: Psychology
Des Moines Area Community College 2009 — 2011
AA, Business Administration
Iowa State University 1985 — 1986
Humanities
Valerie Jennings's Principal Financial Group Experience 1999 - 2000
Job Account Manager Strategic Accounts, Vertafore
Industry Computer Software
Experience
Vertafore 2007 - Present
MHN A Health Net Company 2006 - 2007
BenefitPoint 2000 - 2005
Principal Financial Group 1999 - 2000
Skills
SaaS, Sales Operations, Account Management, Customer Satisfaction, Sales, Production Solutions, Team Building, Sales Process, Salesforce.com, Enterprise Software, Solution Selling, Sales Presentations, Marketing Strategy, Training, Lead Generation, Selling, CRM, Management
Education
Texas A&M University-Commerce 2003 — 2005
Bachelor of Science in Interdisciplinary Studies, Elementary Education and Teaching, Graduated Cum Laude
Dallas County Community College 2000 — 2003
Education
Vertafore 2007 - Present
MHN A Health Net Company 2006 - 2007
BenefitPoint 2000 - 2005
Principal Financial Group 1999 - 2000
Skills
SaaS, Sales Operations, Account Management, Customer Satisfaction, Sales, Production Solutions, Team Building, Sales Process, Salesforce.com, Enterprise Software, Solution Selling, Sales Presentations, Marketing Strategy, Training, Lead Generation, Selling, CRM, Management
Education
Texas A&M University-Commerce 2003 — 2005
Bachelor of Science in Interdisciplinary Studies, Elementary Education and Teaching, Graduated Cum Laude
Dallas County Community College 2000 — 2003
Education
Ann Wingerter's Principal Financial Group Experience July 1988 - December 2004
Job Deputy City Clerk at City of Grinnell
Industry Government Administration
Experience
City of Grinnell December 2004 - Present
Principal Financial Group July 1988 - December 2004
National Insurance Association April 1986 - July 1988
Plumbs Jewelry November 1978 - April 1986
Skills
Microsoft Office, Microsoft Word, Insurance, Health Insurance, Leadership, Microsoft Excel, Team Building, Customer Service, Strategic Planning, Coaching, Access, Accounts Receivable, Outlook, Accounts Payable, Community Outreach, Policy, Data Entry, Accounting
Education
University of Phoenix 2004 — 2007
BS, Business/Accounting
Des Moines Area Community College 1986 — 1993
Associate of Arts and Sciences (AAS), Accounting
Des Moines Area Community College 1978 — 1980
Associate of Arts and Sciences (AAS), Fashion Merchandising
City of Grinnell December 2004 - Present
Principal Financial Group July 1988 - December 2004
National Insurance Association April 1986 - July 1988
Plumbs Jewelry November 1978 - April 1986
Skills
Microsoft Office, Microsoft Word, Insurance, Health Insurance, Leadership, Microsoft Excel, Team Building, Customer Service, Strategic Planning, Coaching, Access, Accounts Receivable, Outlook, Accounts Payable, Community Outreach, Policy, Data Entry, Accounting
Education
University of Phoenix 2004 — 2007
BS, Business/Accounting
Des Moines Area Community College 1986 — 1993
Associate of Arts and Sciences (AAS), Accounting
Des Moines Area Community College 1978 — 1980
Associate of Arts and Sciences (AAS), Fashion Merchandising
Amanda Harrold's Principal Financial Group Experience January 2007 - Present
Job Retirement Plan Professional / Dir. Business Development at the Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group January 2007 - Present
Pentegra Retirement Services 2004 - 2007
Morgan Stanley Wealth Management 1998 - 2002
Skills
401k, Retirement, Retirement Plan..., Retirement Planning, Fixed Income, Defined Benefit, Pensions, Series 7, Series 63, Financial Advisory, Mutual Funds
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1999 — 2002
Master of Business Administration (M.B.A.), Finance, General
Purdue University 1988 — 1992
Bachelor's degree, Business, Management, Marketing, and Public Relations
Principal Financial Group January 2007 - Present
Pentegra Retirement Services 2004 - 2007
Morgan Stanley Wealth Management 1998 - 2002
Skills
401k, Retirement, Retirement Plan..., Retirement Planning, Fixed Income, Defined Benefit, Pensions, Series 7, Series 63, Financial Advisory, Mutual Funds
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1999 — 2002
Master of Business Administration (M.B.A.), Finance, General
Purdue University 1988 — 1992
Bachelor's degree, Business, Management, Marketing, and Public Relations
Roy McDonald's Principal Financial Group Experience June 2006 - July 2006
Job Information Technology Director
Industry Information Technology and Services
Experience
Aqua Care April 2009 - Present
IPC of Cretex Companies, Inc September 2007 - March 2009
American Siding & Window Systems July 2006 - September 2007
Principal Financial Group June 2006 - July 2006
Wells Fargo Financial March 2006 - June 2006
Pizza Ranch Inc. August 2003 - January 2006
Des Moines Area Community College May 2001 - May 2003
Marketlink Inc. August 2001 - March 2003
Skills
Vendor Management, Windows Server, Servers, Microsoft SQL Server, Databases, Networking, SQL, Team Leadership, Technical Support, Network Administration, Microsoft Exchange, Disaster Recovery, Project Management
Education
Kaplan University - Clive Iowa 2009 — 2011
B.A.S., Information Technology
Des Moines Area Community College 1999 — 2001
AAS, Business Information Systems
Aqua Care April 2009 - Present
IPC of Cretex Companies, Inc September 2007 - March 2009
American Siding & Window Systems July 2006 - September 2007
Principal Financial Group June 2006 - July 2006
Wells Fargo Financial March 2006 - June 2006
Pizza Ranch Inc. August 2003 - January 2006
Des Moines Area Community College May 2001 - May 2003
Marketlink Inc. August 2001 - March 2003
Skills
Vendor Management, Windows Server, Servers, Microsoft SQL Server, Databases, Networking, SQL, Team Leadership, Technical Support, Network Administration, Microsoft Exchange, Disaster Recovery, Project Management
Education
Kaplan University - Clive Iowa 2009 — 2011
B.A.S., Information Technology
Des Moines Area Community College 1999 — 2001
AAS, Business Information Systems
Cathy J Nisbet's Principal Financial Group Experience 2005 - 2007
Job Account Manager at The Leavitt Group
Industry Insurance
Experience
The Leavitt Group January 2015 - Present
Proview Benefits Administration March 2013 - Present
Combined Insurance 2012 - 2013
Blue Shield of California April 2010 - April 2012
UnitedHealth Group September 2007 - January 2010
SecureHorizons A UnithedHealth Group Company September 2007 - January 2010
Principal Financial Group 2005 - 2007
Claims and Benefit Management April 2004 - May 2005
CUNA Mutual Group August 1999 - August 2003
CHEC January 1995 - January 1998
Skills
Insurance, Employee Benefits, Health Insurance, Team Building, Customer Service, Account Management, Strategic Planning, Marketing, Sales Management, Medicare, Marketing Strategy, Budgets, Sales, CRM, Management, Training, Recruiting, Selling, Sales Operations, Coaching, Sales Process, Health Savings Accounts, Customer Retention, Healthcare, Disability Insurance, Leadership, Managed Care, Brokers, Claim, Life Insurance, Underwriting, Benefits Administration, Term Life Insurance, Long-term Care, Health Care Reform, HMO, COBRA, Medicare Part D, Provider Relations, Workers Compensation, PPO, Dentistry, Medicaid, HIPAA, Property & Casualty..., Commercial Insurance, Process Improvement, Fixed Annuities, New Business Development, Human Resources
Education
Dallas Baptist University 1994 — 1995
BA, Business and Management
The Leavitt Group January 2015 - Present
Proview Benefits Administration March 2013 - Present
Combined Insurance 2012 - 2013
Blue Shield of California April 2010 - April 2012
UnitedHealth Group September 2007 - January 2010
SecureHorizons A UnithedHealth Group Company September 2007 - January 2010
Principal Financial Group 2005 - 2007
Claims and Benefit Management April 2004 - May 2005
CUNA Mutual Group August 1999 - August 2003
CHEC January 1995 - January 1998
Skills
Insurance, Employee Benefits, Health Insurance, Team Building, Customer Service, Account Management, Strategic Planning, Marketing, Sales Management, Medicare, Marketing Strategy, Budgets, Sales, CRM, Management, Training, Recruiting, Selling, Sales Operations, Coaching, Sales Process, Health Savings Accounts, Customer Retention, Healthcare, Disability Insurance, Leadership, Managed Care, Brokers, Claim, Life Insurance, Underwriting, Benefits Administration, Term Life Insurance, Long-term Care, Health Care Reform, HMO, COBRA, Medicare Part D, Provider Relations, Workers Compensation, PPO, Dentistry, Medicaid, HIPAA, Property & Casualty..., Commercial Insurance, Process Improvement, Fixed Annuities, New Business Development, Human Resources
Education
Dallas Baptist University 1994 — 1995
BA, Business and Management
Kathy Conrad Scheibenreif's Principal Financial Group Experience May 1985 - February 1989
Job Adult Education Specialist
Industry Education Management
Experience
Literacy DuPage September 2001 - Present
College of DuPage September 2000 - Present
Adult Learning Resource Center September 1997 - Present
Township High School District 214 September 1994 - June 2006
Illinois Secretary of State Literacy Office March 1995 - April 2003
DePaul University - OAI October 1993 - September 1997
Noble Lowndes March 1989 - September 1991
Principal Financial Group May 1985 - February 1989
Skills
Higher Education
Education
DePaul University
Master of Arts, Education
Drake University
Bachelor of Science, Actuarial Science
Literacy DuPage September 2001 - Present
College of DuPage September 2000 - Present
Adult Learning Resource Center September 1997 - Present
Township High School District 214 September 1994 - June 2006
Illinois Secretary of State Literacy Office March 1995 - April 2003
DePaul University - OAI October 1993 - September 1997
Noble Lowndes March 1989 - September 1991
Principal Financial Group May 1985 - February 1989
Skills
Higher Education
Education
DePaul University
Master of Arts, Education
Drake University
Bachelor of Science, Actuarial Science
Jonathan Sebben's Principal Financial Group Experience March 2010 - Present
Job IT Application AnalystSr at Principal Financial Group
Industry Information Technology and Services
Experience
Principal Financial Group March 2010 - Present
Princpal Financal Group June 2002 - March 2010
Principal Financial Group August 1998 - June 2002
Skills
Java, SOA, SoapUI, IT Service Management, Information Design, Agile Project Management, Agile Methodologies, COBOL, Scrum, Java Enterprise Edition
Education
Des Moines Area Community College 1993 — 1998
Associate of Science, Computer
Principal Financial Group March 2010 - Present
Princpal Financal Group June 2002 - March 2010
Principal Financial Group August 1998 - June 2002
Skills
Java, SOA, SoapUI, IT Service Management, Information Design, Agile Project Management, Agile Methodologies, COBOL, Scrum, Java Enterprise Edition
Education
Des Moines Area Community College 1993 — 1998
Associate of Science, Computer
Joe Wirbick's Principal Financial Group Experience 2000 - 2001
Job Investment Advisor
Industry Financial Services
Experience
Sequinox 2001 - Present
Principal Financial Group 2000 - 2001
Prudential Financial 1998 - 2000
US Army 1994 - 1998
Skills
Strategic Planning, Investments, New Business Development, Business Strategy, Customer Service, Team Building, Financial Analysis, Sales Management, Marketing Strategy, Project Management, Insurance, Risk Management, Management, Marketing, Negotiation, Small Business, Finance, Business Planning, Retirement, Army, Intelligence, Investment Strategies, Military Experience, Strategic Financial...
Education
Albright University 1996 — 2000
Business Administration and Management, General
Defense Language Institute 1994 — 1996
Korean Studies
Sequinox 2001 - Present
Principal Financial Group 2000 - 2001
Prudential Financial 1998 - 2000
US Army 1994 - 1998
Skills
Strategic Planning, Investments, New Business Development, Business Strategy, Customer Service, Team Building, Financial Analysis, Sales Management, Marketing Strategy, Project Management, Insurance, Risk Management, Management, Marketing, Negotiation, Small Business, Finance, Business Planning, Retirement, Army, Intelligence, Investment Strategies, Military Experience, Strategic Financial...
Education
Albright University 1996 — 2000
Business Administration and Management, General
Defense Language Institute 1994 — 1996
Korean Studies
Brenda Wynsma's Principal Financial Group Experience November 2004 - Present
Job Sales Support Specialist at Principal Financial Group
Industry Sports
Experience
Principal Financial Group November 2004 - Present
Paladigm Systems 2000 - 2004
Skills
Social Media, New Business Development, Microsoft Office, Television, Salesforce.com, Ticket Sales, Entertainment, Sports Marketing, Cold Calling, Sales Operations, Sponsorship Sales, Sales
Education
Davenport University 1998 — 2003
AS/BS, Compurter Information Systems/Business Administration
Davenport University 1997 — 2003
Bachelor of Science (BS), Business Administration and Management, General
Principal Financial Group November 2004 - Present
Paladigm Systems 2000 - 2004
Skills
Social Media, New Business Development, Microsoft Office, Television, Salesforce.com, Ticket Sales, Entertainment, Sports Marketing, Cold Calling, Sales Operations, Sponsorship Sales, Sales
Education
Davenport University 1998 — 2003
AS/BS, Compurter Information Systems/Business Administration
Davenport University 1997 — 2003
Bachelor of Science (BS), Business Administration and Management, General
Takura Chinyadza's Principal Financial Group Experience May 2012 - Present
Job Java/J2EE Developer at CSX Technology
Industry Information Technology and Services
Experience
CSX Technology June 2014 - Present
Principal Financial Group May 2012 - Present
Tribe263 January 2008 - November 2011
Skills
Java, Core Java, EJB, JSF, HTML, JavaScript, CSS, AJAX, SQL, MySQL, Web Development, XML, Microsoft SQL Server, PHP, Business Analysis, JSP, Web Services
Education
Deakin University 2002 — 2005
Bachelor's degree, Computer Science
CSX Technology June 2014 - Present
Principal Financial Group May 2012 - Present
Tribe263 January 2008 - November 2011
Skills
Java, Core Java, EJB, JSF, HTML, JavaScript, CSS, AJAX, SQL, MySQL, Web Development, XML, Microsoft SQL Server, PHP, Business Analysis, JSP, Web Services
Education
Deakin University 2002 — 2005
Bachelor's degree, Computer Science
gaylyn markowski's Principal Financial Group Experience 1991 - 1995
Job Independent Information Technology and Services Professional
Industry Information Technology and Services
Experience
Principal Financial Group 1991 - 1995
Skills
Integration, Business Analysis, Leadership, SDLC, Team Building, Program Management, Visio, Strategic Planning, Agile Methodologies, Project Portfolio..., Software Documentation, Project Management, Process Improvement, Microsoft Office, Java
Education
DePaul University 1988 — 1991
Computer Science
DePaul University 1988 — 1991
Computer Science
Principal Financial Group 1991 - 1995
Skills
Integration, Business Analysis, Leadership, SDLC, Team Building, Program Management, Visio, Strategic Planning, Agile Methodologies, Project Portfolio..., Software Documentation, Project Management, Process Improvement, Microsoft Office, Java
Education
DePaul University 1988 — 1991
Computer Science
DePaul University 1988 — 1991
Computer Science
Becky Metzger's Principal Financial Group Experience June 2006 - Present
Job QA Analyst at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group June 2006 - Present
Principal Financial Group May 1985 - June 2006
Skills
Agile Methodologies, Agile Testing, Quality Assurance, Test Management, Test Planning, Test Cases, System Testing, Manual Testing, Regression Testing, User Acceptance Testing, COBOL, Business Requirements, Quality Center
Education
Upper Iowa University 1987 — 1989
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
Des Moines Area Community College 1983 — 1985
Associate of Science (A.S.), Computer Programming
Principal Financial Group June 2006 - Present
Principal Financial Group May 1985 - June 2006
Skills
Agile Methodologies, Agile Testing, Quality Assurance, Test Management, Test Planning, Test Cases, System Testing, Manual Testing, Regression Testing, User Acceptance Testing, COBOL, Business Requirements, Quality Center
Education
Upper Iowa University 1987 — 1989
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
Des Moines Area Community College 1983 — 1985
Associate of Science (A.S.), Computer Programming
Vanessa C. Marcano-Kelly's Principal Financial Group Experience September 2015 - Present
Job Certified Legal Spanish Interpreter | Translator
Industry Translation and Localization
Experience
Principal Financial Group September 2015 - Present
vanessacmarcano.com January 2014 - Present
State of Iowa October 2014 - September 2015
Iowa Citizens for Community Improvement January 2012 - September 2014
Children's Care Hospital and School September 2011 - November 2011
South Dakota State University November 2010 - May 2011
South Dakota State University October 2010 - May 2011
The Collegian July 2009 - May 2010
The Collegian January 2009 - May 2009
Estetica y Salud Magazine June 2007 - August 2008
Skills
Editing, Spanish, News Writing, French, Politics, Translation, Language Teaching, International Relations, Proofreading, Journalism, Press Releases, Social Media, Public Relations, Copy Editing, Newsletters, Facebook, Blogging, Public Speaking, Creative Writing, Fundraising, Editorial, Grant Writing, Research, Community Outreach, Community Organizing, Interviews
Education
South Dakota State University 2009 — 2011
Bachelor of Arts, Global Studies, French
Des Moines Area Community College 2013 — 2015
Language Interpretation and Translation
Oakland Community College 2008 — 2008
Associate, Liberal Arts
Principal Financial Group September 2015 - Present
vanessacmarcano.com January 2014 - Present
State of Iowa October 2014 - September 2015
Iowa Citizens for Community Improvement January 2012 - September 2014
Children's Care Hospital and School September 2011 - November 2011
South Dakota State University November 2010 - May 2011
South Dakota State University October 2010 - May 2011
The Collegian July 2009 - May 2010
The Collegian January 2009 - May 2009
Estetica y Salud Magazine June 2007 - August 2008
Skills
Editing, Spanish, News Writing, French, Politics, Translation, Language Teaching, International Relations, Proofreading, Journalism, Press Releases, Social Media, Public Relations, Copy Editing, Newsletters, Facebook, Blogging, Public Speaking, Creative Writing, Fundraising, Editorial, Grant Writing, Research, Community Outreach, Community Organizing, Interviews
Education
South Dakota State University 2009 — 2011
Bachelor of Arts, Global Studies, French
Des Moines Area Community College 2013 — 2015
Language Interpretation and Translation
Oakland Community College 2008 — 2008
Associate, Liberal Arts
Tony Render's Principal Financial Group Experience 1986 - 2000
Job Senior Actuary at American Equity
Industry Insurance
Experience
American Equity 2008 - Present
Wellmark 2000 - 2007
Principal Financial Group 1986 - 2000
Skills
Insurance, Reserving, Actuarial Science, Actuarial, Financial Analysis, Annuities, Financial Reporting, Valuation
Education
Dana College 1978 — 1982
Bachelors, Accounting, Business Administration, Economics, Chemistry
American Equity 2008 - Present
Wellmark 2000 - 2007
Principal Financial Group 1986 - 2000
Skills
Insurance, Reserving, Actuarial Science, Actuarial, Financial Analysis, Annuities, Financial Reporting, Valuation
Education
Dana College 1978 — 1982
Bachelors, Accounting, Business Administration, Economics, Chemistry
Ankit Doshi's Principal Financial Group Experience August 2015 - Present
Job Consultant at Principal Financial Group
Industry Information Technology and Services
Experience
Principal Financial Group August 2015 - Present
Blue Cross and Blue Shield of Illinois, Montana, New Mexico, Oklahoma & Texas January 2014 - June 2015
Blue Cross and Blue Shield of Illinois, Montana, New Mexico, Oklahoma & Texas October 2012 - January 2014
Real World Technologies Inc. October 2010 - September 2012
HPS June 2009 - September 2010
Skills
Healthcare Management, Quality Improvement, Public Health, Clinical Research, Revenue Cycle, Healthcare Information..., Healthcare, Healthcare Consulting, Microsoft Excel, Business Analysis, Customer Service, Strategic Planning, Research, Data Analysis, Project Management, Requirements Management, Microsoft SQL Server, Business Process..., SharePoint, Siebel Dashboard, MS Visio, SDLC, Agile Methodologies, Agile & Waterfall..., Scrum
Education
Davenport University
MBA
Parul Institue of Engineering and Technology
Principal Financial Group August 2015 - Present
Blue Cross and Blue Shield of Illinois, Montana, New Mexico, Oklahoma & Texas January 2014 - June 2015
Blue Cross and Blue Shield of Illinois, Montana, New Mexico, Oklahoma & Texas October 2012 - January 2014
Real World Technologies Inc. October 2010 - September 2012
HPS June 2009 - September 2010
Skills
Healthcare Management, Quality Improvement, Public Health, Clinical Research, Revenue Cycle, Healthcare Information..., Healthcare, Healthcare Consulting, Microsoft Excel, Business Analysis, Customer Service, Strategic Planning, Research, Data Analysis, Project Management, Requirements Management, Microsoft SQL Server, Business Process..., SharePoint, Siebel Dashboard, MS Visio, SDLC, Agile Methodologies, Agile & Waterfall..., Scrum
Education
Davenport University
MBA
Parul Institue of Engineering and Technology
Andrew Westlake's Principal Financial Group Experience February 2003 - June 2009
Job Vice President/Broker at Peoples Company and Peoples Management Group
Industry Real Estate
Experience
Peoples Company & Peoples Management Group January 2008 - Present
Principal Financial Group February 2003 - June 2009
Marsh & McLennan Companies, Inc. January 1998 - December 2002
Skills
Real Estate, Property Management, Sellers, Investment Properties, Negotiation, Sales, Budgets, Lease Negotiations, Tenant, Real Estate Development, Commercial Real Estate, Single Family Homes, Brokerage, Asset Management, Residential Homes, Investors, Relocation, Buyer Representation, Disposition, Selling, Real Estate Transactions, Location Intelligence, Landlords, Investments, Leases, REO, Foreclosures, Property, Strategic Planning, Condos, Short Sales
Education
Bozeman Sr. High
Des Moines Area Community College
Information Technology
Iowa State University
General Studies
Peoples Company & Peoples Management Group January 2008 - Present
Principal Financial Group February 2003 - June 2009
Marsh & McLennan Companies, Inc. January 1998 - December 2002
Skills
Real Estate, Property Management, Sellers, Investment Properties, Negotiation, Sales, Budgets, Lease Negotiations, Tenant, Real Estate Development, Commercial Real Estate, Single Family Homes, Brokerage, Asset Management, Residential Homes, Investors, Relocation, Buyer Representation, Disposition, Selling, Real Estate Transactions, Location Intelligence, Landlords, Investments, Leases, REO, Foreclosures, Property, Strategic Planning, Condos, Short Sales
Education
Bozeman Sr. High
Des Moines Area Community College
Information Technology
Iowa State University
General Studies
Amy Mourning O'Brien's Principal Financial Group Experience August 1993 - June 1997
Job Preschool Director at Meadowlake Preschool
Industry Education Management
Experience
Meadowlake Preschool December 2009 - Present
Meadowlake Presbyterian Church 2008 - Present
Bein & Fushi July 1997 - January 2002
Principal Financial Group August 1993 - June 1997
Education
DePaul University 1993 — 1995
Master's degree, Music Performance, General
Millikin University 1988 — 1992
Bachelor's degree, Music
Meadowlake Preschool December 2009 - Present
Meadowlake Presbyterian Church 2008 - Present
Bein & Fushi July 1997 - January 2002
Principal Financial Group August 1993 - June 1997
Education
DePaul University 1993 — 1995
Master's degree, Music Performance, General
Millikin University 1988 — 1992
Bachelor's degree, Music
Anthony R. Chance's Principal Financial Group Experience November 2009 - March 2011
Job Senior Executive BPS
Industry Financial Services
Experience
Cognizant Technology Solutions March 2014 - Present
Bundgaard Media Holdings April 2011 - March 2014
Principal Financial Group November 2009 - March 2011
Manpower November 2008 - November 2009
Skills
A/B testing, Market Research, Inbound Marketing, Lead Management, Marketing Analytics, Guerrilla Marketing, Marketing Automation, Data Modeling, SEO, Financial Management, Email Marketing, Direct Mail Campaigns, Google Website Optimizer, Website Development, CRM, ERP
Education
University of Iowa - Henry B. Tippie College of Business 2015 — 2017
Master of Business Administration (M.B.A.), Finance, General
Upper Iowa University 2010 — 2012
Bachelor’s Degree, Finance, General
Des Moines Area Community College 2008 — 2010
Associate of Science (A.S.), Business Administration and Management, General
Carlisle High School 2002 — 2006
High School Diploma, High School Diploma
Cognizant Technology Solutions March 2014 - Present
Bundgaard Media Holdings April 2011 - March 2014
Principal Financial Group November 2009 - March 2011
Manpower November 2008 - November 2009
Skills
A/B testing, Market Research, Inbound Marketing, Lead Management, Marketing Analytics, Guerrilla Marketing, Marketing Automation, Data Modeling, SEO, Financial Management, Email Marketing, Direct Mail Campaigns, Google Website Optimizer, Website Development, CRM, ERP
Education
University of Iowa - Henry B. Tippie College of Business 2015 — 2017
Master of Business Administration (M.B.A.), Finance, General
Upper Iowa University 2010 — 2012
Bachelor’s Degree, Finance, General
Des Moines Area Community College 2008 — 2010
Associate of Science (A.S.), Business Administration and Management, General
Carlisle High School 2002 — 2006
High School Diploma, High School Diploma
Ben Dimit's Principal Financial Group Experience May 2014 - Present
Job PGI at Principal Financial Group
Industry Computer Software
Experience
Principal Financial Group May 2014 - Present
Vermeer Manufacturing May 2013 - July 2013
Vermeer Corporation 2013 - 2013
Vermeer Corporation 2013 - 2013
KFC April 2009 - November 2012
Skills
Programming, Java, Visual Basic, Microsoft SQL Server, Unix, Python, Technical Support, Wireless Networking, HTML5, PHP, JavaScript, C#, MySQL, SDLC
Education
Simpson College 2011 — 2015
Bachelor of Science (BS), Computer Science, Computer Information Systems, and Math minor
Des Moines Area Community College
Took courses during High School
Principal Financial Group May 2014 - Present
Vermeer Manufacturing May 2013 - July 2013
Vermeer Corporation 2013 - 2013
Vermeer Corporation 2013 - 2013
KFC April 2009 - November 2012
Skills
Programming, Java, Visual Basic, Microsoft SQL Server, Unix, Python, Technical Support, Wireless Networking, HTML5, PHP, JavaScript, C#, MySQL, SDLC
Education
Simpson College 2011 — 2015
Bachelor of Science (BS), Computer Science, Computer Information Systems, and Math minor
Des Moines Area Community College
Took courses during High School
Elizabeth Mohler's Principal Financial Group Experience August 2004 - August 2005
Job Contracting Liaison Officer at US Navy
Industry Military
Experience
US Navy June 2009 - Present
Sara Lee February 2007 - June 2009
Principal Financial Group August 2004 - August 2005
Skills
Military, Security Clearance, Military Operations, Navy, Military Experience, DoD, Command, Operational Planning, National Security, Force Protection, Weapons, Defense, Top Secret, Intelligence Analysis, Information Assurance, Military Training, Army, Counterterrorism, Aviation, Government
Education
Delaware State University 2011 — 2012
Master of Business Administration (MBA), Business Administration and Management, General
Hastings College 2005 — 2007
Bachelor of Science (BS), Business Administration and Management, General
US Navy June 2009 - Present
Sara Lee February 2007 - June 2009
Principal Financial Group August 2004 - August 2005
Skills
Military, Security Clearance, Military Operations, Navy, Military Experience, DoD, Command, Operational Planning, National Security, Force Protection, Weapons, Defense, Top Secret, Intelligence Analysis, Information Assurance, Military Training, Army, Counterterrorism, Aviation, Government
Education
Delaware State University 2011 — 2012
Master of Business Administration (MBA), Business Administration and Management, General
Hastings College 2005 — 2007
Bachelor of Science (BS), Business Administration and Management, General
BARBARA DUTTON's Principal Financial Group Experience March 2008 - September 2012
Job Financial Services Professional
Industry Financial Services
Experience
Principal Financial Group March 2008 - September 2012
Principal Financial Group 2008 - 2012
Skills
Customer Service, Administrative..., Accounts Payable
Education
Des Moines Area Community College 2005 — 2008
Associate of Science (A.S.), Human Services, General
Principal Financial Group March 2008 - September 2012
Principal Financial Group 2008 - 2012
Skills
Customer Service, Administrative..., Accounts Payable
Education
Des Moines Area Community College 2005 — 2008
Associate of Science (A.S.), Human Services, General
The Principal Financial Group
BTG Pactual
HuaTai Securities Co.,Ltd.
Guosen Securities
PFG
Principal Financial
Principle
Fubon Financial Holdings