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.,
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Principal Financial Group Employees
Employee
Years
Job
Industry
Adam Blye Adam Blye's Principal Financial Group Experience July 2014 - Present
Job Princor Registered Representative, Financial Representative
Industry Insurance
Experience
Principal Financial Group July 2014 - Present
State Farm Agent July 2010 - July 2014
AT&T Mobility July 2007 - August 2010
Skills
Health Insurance, Term Life Insurance, Fixed Annuities, Property & Casualty..., Commercial Insurance, Permanent Life Insurance, Long Term Care, Annuities, Retirement Planning, Mutual Funds, Whole Life, Strategic Financial..., Retirement, Wealth Management, Employee Benefits, Group Insurance, 401k, 403 b, SEP IRA, Simple IRA, Buy-sell Agreements
Education
Stephen F. Austin State University 2002 — 2007
BA, COMMUNICATION
Principal Financial Group July 2014 - Present
State Farm Agent July 2010 - July 2014
AT&T Mobility July 2007 - August 2010
Skills
Health Insurance, Term Life Insurance, Fixed Annuities, Property & Casualty..., Commercial Insurance, Permanent Life Insurance, Long Term Care, Annuities, Retirement Planning, Mutual Funds, Whole Life, Strategic Financial..., Retirement, Wealth Management, Employee Benefits, Group Insurance, 401k, 403 b, SEP IRA, Simple IRA, Buy-sell Agreements
Education
Stephen F. Austin State University 2002 — 2007
BA, COMMUNICATION
Beau Hunter Beau Hunter's Principal Financial Group Experience 1997 - 1998
Job Finance Manager at Randall Dodge Chrysler Jeep Ram
Industry Automotive
Experience
Randall Dodge Chrysler Jeep Ram February 2011 - Present
Al Meyer Ford August 2008 - February 2011
Malcolm Doan Autos May 2005 - July 2008
Al Meyer Ford September 2001 - February 2005
Principal Financial Group 1997 - 1998
Skills
Management, Customer Service, Finance, Strategic Planning, Leadership, Sales, Budgets, Team Building, Customer Satisfaction, Sales Management, New Business Development, Retail
Education
Texas A&M University 1989 — 1993
Bachelor of Business Administration (BBA), Finance
Randall Dodge Chrysler Jeep Ram February 2011 - Present
Al Meyer Ford August 2008 - February 2011
Malcolm Doan Autos May 2005 - July 2008
Al Meyer Ford September 2001 - February 2005
Principal Financial Group 1997 - 1998
Skills
Management, Customer Service, Finance, Strategic Planning, Leadership, Sales, Budgets, Team Building, Customer Satisfaction, Sales Management, New Business Development, Retail
Education
Texas A&M University 1989 — 1993
Bachelor of Business Administration (BBA), Finance
Ernest Dison Ernest Dison's Principal Financial Group Experience June 2014 - Present
Job Retire Secure Employee Benefit Specialist at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group June 2014 - Present
Thrivent Financial March 2010 - June 2014
INVESCO December 2005 - January 2009
ADAM Community Development Corporation January 2008 - December 2008
INVESCO January 2002 - December 2005
World Financial Group October 1999 - January 2002
Citicorp Investment serv April 1996 - September 1999
M.S. Farrell Inc August 1995 - March 1996
Skills
Series 7, Financial Services, Mutual Funds, Securities, Retirement Planning, Investments, Retirement, 401k, Series 63, Investment Advisory, Insurance
Education
Strayer University 2006 — 2008
MBA, Finance
University of Louisiana at Monroe 1990 — 1995
BBA, Management
Principal Financial Group June 2014 - Present
Thrivent Financial March 2010 - June 2014
INVESCO December 2005 - January 2009
ADAM Community Development Corporation January 2008 - December 2008
INVESCO January 2002 - December 2005
World Financial Group October 1999 - January 2002
Citicorp Investment serv April 1996 - September 1999
M.S. Farrell Inc August 1995 - March 1996
Skills
Series 7, Financial Services, Mutual Funds, Securities, Retirement Planning, Investments, Retirement, 401k, Series 63, Investment Advisory, Insurance
Education
Strayer University 2006 — 2008
MBA, Finance
University of Louisiana at Monroe 1990 — 1995
BBA, Management
Johnathon Thiel Johnathon Thiel's Principal Financial Group Experience February 2015 - Present
Job Client Service Associate at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group February 2015 - Present
The Retirement Advantage September 2012 - February 2015
Merrill Lynch Wealth Management January 2012 - May 2012
St. Norbert College August 2010 - May 2012
Menasha Packaging June 2011 - August 2011
Primerica June 2010 - August 2010
Sonoco June 2010 - August 2010
St. Norbert College August 2008 - August 2010
McKinley Reserve, LLC June 2008 - August 2009
Skills
Teamwork, Time Management, Microsoft Office, Finance, Management, Critical Thinking, Investments, 401k, Employee Benefits, Budgets, Insurance, Analysis, Financial Markets, Life Insurance, Money Management, Social Skills, Accurate Data Entry, CRM, Customer Engagement, MS Office Suite, Budgeting, Internet, Calm Under Pressure, Business Management, Client Relationship..., Client Engagement, ESOP, 401k Rollovers
Education
St. Norbert College 2008 — 2012
Bachelor of Business Administration (BBA), Finance, General Business, Graduated May 13, 2012
Principal Financial Group February 2015 - Present
The Retirement Advantage September 2012 - February 2015
Merrill Lynch Wealth Management January 2012 - May 2012
St. Norbert College August 2010 - May 2012
Menasha Packaging June 2011 - August 2011
Primerica June 2010 - August 2010
Sonoco June 2010 - August 2010
St. Norbert College August 2008 - August 2010
McKinley Reserve, LLC June 2008 - August 2009
Skills
Teamwork, Time Management, Microsoft Office, Finance, Management, Critical Thinking, Investments, 401k, Employee Benefits, Budgets, Insurance, Analysis, Financial Markets, Life Insurance, Money Management, Social Skills, Accurate Data Entry, CRM, Customer Engagement, MS Office Suite, Budgeting, Internet, Calm Under Pressure, Business Management, Client Relationship..., Client Engagement, ESOP, 401k Rollovers
Education
St. Norbert College 2008 — 2012
Bachelor of Business Administration (BBA), Finance, General Business, Graduated May 13, 2012
Price Newton's Principal Financial Group Experience December 2012 - April 2013
Job Director of Business Development at Summit Financial Group
Industry Financial Services
Experience
Summit Financial Group June 2013 - Present
Principal Financial Group December 2012 - April 2013
Grand Energy April 2011 - August 2012
Chase Paymentech February 2006 - May 2010
Skills
Estate Planning, Wealth Accumulation, Asset Allocation, Executive Benefit..., Business Continuation..., 401k, Series 7, Business Continuity..., Mutual Funds, Strategic Financial..., Financial Services, Finance, Wealth Management
Education
Stephen F. Austin State University 1998 — 2004
BBA
Summit Financial Group June 2013 - Present
Principal Financial Group December 2012 - April 2013
Grand Energy April 2011 - August 2012
Chase Paymentech February 2006 - May 2010
Skills
Estate Planning, Wealth Accumulation, Asset Allocation, Executive Benefit..., Business Continuation..., 401k, Series 7, Business Continuity..., Mutual Funds, Strategic Financial..., Financial Services, Finance, Wealth Management
Education
Stephen F. Austin State University 1998 — 2004
BBA
Dustin Thostenson Dustin Thostenson's Principal Financial Group Experience February 1998 - June 2001
Job Consultant at John Deere
Industry Information Technology and Services
Experience
John Deere March 2013 - Present
Delta 3 Consulting May 2008 - Present
Berkley Technology Services March 2011 - March 2013
Des Moines Area Community College October 1999 - June 2011
Wells Fargo Home Mortgage June 2010 - March 2011
Pioneer May 2008 - April 2010
BirdDogJobs.com 2010 - 2010
ITAGroup June 2003 - May 2008
Premier Systems June 2001 - June 2003
Principal Financial Group February 1998 - June 2001
Skills
ReSharper, .NET, C#, ASP.NET, Software Development, SQL, Microsoft SQL Server, Database Design, AJAX, JavaScript, Databases, Access, HTML, XML, CSS, Windows, Project Management, SSRS, Java, Visual Studio, Programming, Visual Basic, Software Project..., VB.NET, Enterprise Software, Web Development, Software Documentation, Visio, Requirements Analysis, jQuery, SDLC, MVC, Agile Methodologies, SOA, SharePoint
Education
St. Cloud State University 1994 — 1998
Bachelor of Science (BS), Business Computer Information Systems
John Deere March 2013 - Present
Delta 3 Consulting May 2008 - Present
Berkley Technology Services March 2011 - March 2013
Des Moines Area Community College October 1999 - June 2011
Wells Fargo Home Mortgage June 2010 - March 2011
Pioneer May 2008 - April 2010
BirdDogJobs.com 2010 - 2010
ITAGroup June 2003 - May 2008
Premier Systems June 2001 - June 2003
Principal Financial Group February 1998 - June 2001
Skills
ReSharper, .NET, C#, ASP.NET, Software Development, SQL, Microsoft SQL Server, Database Design, AJAX, JavaScript, Databases, Access, HTML, XML, CSS, Windows, Project Management, SSRS, Java, Visual Studio, Programming, Visual Basic, Software Project..., VB.NET, Enterprise Software, Web Development, Software Documentation, Visio, Requirements Analysis, jQuery, SDLC, MVC, Agile Methodologies, SOA, SharePoint
Education
St. Cloud State University 1994 — 1998
Bachelor of Science (BS), Business Computer Information Systems
Patty Barbour Patty Barbour's Principal Financial Group Experience April 1984 - April 1999
Job Inside Sales Assistant @ Midland BioProducts Corp
Industry Biotechnology
Experience
SoyLicious.com January 2014 - Present
Asset Natural Blends in Iowa August 2012 - Present
Midland BioProducts Corp November 2003 - Present
Principal Financial Group April 1984 - April 1999
Principal Financial Group April 1984 - March 1999
Skills
Microsoft Office, Microsoft Excel, Customer Service, Research, PowerPoint, Microsoft Word, Teamwork, Biotechnology, Sales, Molecular Biology, Cell Culture, PCR, Microbiology, Data Analysis, Biochemistry, Time Management, English, Lifesciences, Market Research, Marketing Strategy, Antibodies, Hardware Diagnostics
Education
Tarrant County College
SoyLicious.com January 2014 - Present
Asset Natural Blends in Iowa August 2012 - Present
Midland BioProducts Corp November 2003 - Present
Principal Financial Group April 1984 - April 1999
Principal Financial Group April 1984 - March 1999
Skills
Microsoft Office, Microsoft Excel, Customer Service, Research, PowerPoint, Microsoft Word, Teamwork, Biotechnology, Sales, Molecular Biology, Cell Culture, PCR, Microbiology, Data Analysis, Biochemistry, Time Management, English, Lifesciences, Market Research, Marketing Strategy, Antibodies, Hardware Diagnostics
Education
Tarrant County College
Juan Carlos Cantú, CFA Juan Carlos Cantú, CFA's Principal Financial Group Experience March 2000 - June 2000
Job Vice President Private Wealth Management
Industry Investment Management
Experience
Global Financial Services LLC July 2006 - Present
FMC Technologies May 2005 - August 2005
Banorte November 2000 - July 2004
Banamex July 2000 - October 2000
Principal Financial Group March 2000 - June 2000
Skills
Corporate Finance, Equities, Fixed Income, Structured Finance, Financial Analysis, Financial Modeling, Valuation, Process Improvement, Strategic Planning, Forecasting, Finance, Strategic Financial..., Risk Management, Portfolio Management, Market Analysis, Accounting, Investments, Asset Management, Trading, Alternative Investments, Equity Research, Securities, Investment Strategies, Capital Markets, Bonds, Mutual Funds, Bloomberg, Economics, Emerging Markets
Education
The University of Texas at Austin - The Red McCombs School of Business 2004 — 2006
MBA
Instituto Tecnológico y de Estudios Superiores de Monterrey 1995 — 1999
Licenciado
Global Financial Services LLC July 2006 - Present
FMC Technologies May 2005 - August 2005
Banorte November 2000 - July 2004
Banamex July 2000 - October 2000
Principal Financial Group March 2000 - June 2000
Skills
Corporate Finance, Equities, Fixed Income, Structured Finance, Financial Analysis, Financial Modeling, Valuation, Process Improvement, Strategic Planning, Forecasting, Finance, Strategic Financial..., Risk Management, Portfolio Management, Market Analysis, Accounting, Investments, Asset Management, Trading, Alternative Investments, Equity Research, Securities, Investment Strategies, Capital Markets, Bonds, Mutual Funds, Bloomberg, Economics, Emerging Markets
Education
The University of Texas at Austin - The Red McCombs School of Business 2004 — 2006
MBA
Instituto Tecnológico y de Estudios Superiores de Monterrey 1995 — 1999
Licenciado
Jerry Lopez, CRC, QKA's Principal Financial Group Experience 2011 - Present
Job Regional Retirement Specialist / Sr. Retirement Sales Rep for the Principal Financial Group / Princor Registered Rep
Industry Financial Services
Experience
Principal Financial Group 2011 - Present
Nova 401(k) Associates September 2010 - September 2011
Charles Schwab June 2008 - September 2010
The 401(k) Company April 2007 - June 2008
The 401(k) Company April 2004 - April 2007
The 401(k) Company August 1999 - April 2004
Skills
Retirement, 401k, Retirement Planning, Defined Benefit, Marketing, Pensions, Strategic Planning, Financial Services
Education
St. Edward's University 1995 — 1999
BA, Political Science
Principal Financial Group 2011 - Present
Nova 401(k) Associates September 2010 - September 2011
Charles Schwab June 2008 - September 2010
The 401(k) Company April 2007 - June 2008
The 401(k) Company April 2004 - April 2007
The 401(k) Company August 1999 - April 2004
Skills
Retirement, 401k, Retirement Planning, Defined Benefit, Marketing, Pensions, Strategic Planning, Financial Services
Education
St. Edward's University 1995 — 1999
BA, Political Science
Cristina Vasquez Cristina Vasquez's Principal Financial Group Experience March 1994 - June 1999
Job Managing Partner at Walker | Myers Insurance and Risk Management
Industry Insurance
Experience
Walker Myers Insurance and Risk Management September 2012 - Present
SWBC July 1999 - April 2012
Principal Financial Group March 1994 - June 1999
Skills
Employee Benefits, Insurance, Management, Recruiting, Strategic Planning, Program Management, Sales, Negotiation, Customer Service, Project Planning, System Administration, Health Insurance, Brokers, Risk Management, Disability Insurance, Marketing
Education
Theodore Roosevelt High School 1986 — 1992
Texas A&M University
Walker Myers Insurance and Risk Management September 2012 - Present
SWBC July 1999 - April 2012
Principal Financial Group March 1994 - June 1999
Skills
Employee Benefits, Insurance, Management, Recruiting, Strategic Planning, Program Management, Sales, Negotiation, Customer Service, Project Planning, System Administration, Health Insurance, Brokers, Risk Management, Disability Insurance, Marketing
Education
Theodore Roosevelt High School 1986 — 1992
Texas A&M University
Ben Bates Ben Bates's Principal Financial Group Experience August 2008 - May 2014
Job Client Relationship Manager
Industry Financial Services
Experience
Nationwide May 2014 - Present
Principal Financial Group August 2008 - May 2014
Vanguard January 2006 - August 2008
Skills
Retirement Planning, Presentations, Qualified Retirement..., Series 7, ERISA, Investments, Employee Benefits, 401k, Financial Services, Retirement, Pensions, FINRA, Fixed Annuities, Mutual Funds, Retirement Plan..., Series 63
Education
University of Arizona 1996 — 2001
BA, Spanish minor in Finance
ITESM 1997 — 1999
Nationwide May 2014 - Present
Principal Financial Group August 2008 - May 2014
Vanguard January 2006 - August 2008
Skills
Retirement Planning, Presentations, Qualified Retirement..., Series 7, ERISA, Investments, Employee Benefits, 401k, Financial Services, Retirement, Pensions, FINRA, Fixed Annuities, Mutual Funds, Retirement Plan..., Series 63
Education
University of Arizona 1996 — 2001
BA, Spanish minor in Finance
ITESM 1997 — 1999
Leslie Daricek Leslie Daricek's Principal Financial Group Experience 2009 - 2011
Job Senior Implementation Project Manager at Empyrean Benefit Solutions, Inc.
Industry Human Resources
Experience
Empyrean Benefit Solutions, Inc. January 2014 - Present
Empyrean Benefit Solutions January 2013 - January 2014
Empyrean Benefit Solutions January 2012 - January 2013
Self Employed 2011 - 2012
Principal Financial Group 2009 - 2011
TWFG Insurance Services 2007 - 2009
Hewitt Associates 2003 - 2007
Stephen F. Austin State University 1999 - 2003
Skills
Employee Benefits, Human Resources, Performance Management, Benefits Administration, Insurance, Health Insurance, Strategic Planning, Recruiting, Team Building, Training, Employee Relations, Talent Management, Customer Service, Process Improvement, HRIS, Leadership Development, Leadership, Management, Succession Planning, Employee Engagement, Business Strategy, Vendor Management, Workforce Planning, Deferred Compensation, Project Management, Defined Benefit, HR Consulting, Account Management, Sales, Relational Databases, Operations Management, Workflow Management, Organizational..., Organizational Design, COBRA, Program Management, Outsourcing, Change Management, Interviews, Business Analysis, SDLC, Business Development, CRM, Software Documentation, Customer Satisfaction, Employee Training, Onboarding
Education
Stephen F. Austin State University 1997 — 2003
Bachelor of Science (BS), Psychology: Human Perception, M.A. Psychology
Crockett High School
Texas Department of Insurance
Life and Health - TDI # 1599436, Life, Health, Accident, Annuity, HMO
Empyrean Benefit Solutions, Inc. January 2014 - Present
Empyrean Benefit Solutions January 2013 - January 2014
Empyrean Benefit Solutions January 2012 - January 2013
Self Employed 2011 - 2012
Principal Financial Group 2009 - 2011
TWFG Insurance Services 2007 - 2009
Hewitt Associates 2003 - 2007
Stephen F. Austin State University 1999 - 2003
Skills
Employee Benefits, Human Resources, Performance Management, Benefits Administration, Insurance, Health Insurance, Strategic Planning, Recruiting, Team Building, Training, Employee Relations, Talent Management, Customer Service, Process Improvement, HRIS, Leadership Development, Leadership, Management, Succession Planning, Employee Engagement, Business Strategy, Vendor Management, Workforce Planning, Deferred Compensation, Project Management, Defined Benefit, HR Consulting, Account Management, Sales, Relational Databases, Operations Management, Workflow Management, Organizational..., Organizational Design, COBRA, Program Management, Outsourcing, Change Management, Interviews, Business Analysis, SDLC, Business Development, CRM, Software Documentation, Customer Satisfaction, Employee Training, Onboarding
Education
Stephen F. Austin State University 1997 — 2003
Bachelor of Science (BS), Psychology: Human Perception, M.A. Psychology
Crockett High School
Texas Department of Insurance
Life and Health - TDI # 1599436, Life, Health, Accident, Annuity, HMO
Alex Huerta Alex Huerta's Principal Financial Group Experience January 2013 - Present
Job Internal Sales Specialist at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group January 2013 - Present
Principal Financial Group March 2005 - December 2012
SelectQuote Insurance Services January 2004 - March 2005
Wells Fargo Insurance Services February 1995 - January 2004
Skills
Disability Insurance, Employee Benefits, Health Insurance, Term Life Insurance, Health Savings Accounts, Group Insurance, Underwriting, Sales, Life Insurance, Brokers, Long-term Care, COBRA, 401k, Customer Retention, Group Benefits, Customer Service, Health underwriting, Long Term Care
Education
Tecnológico de Monterrey 1982 — 1986
Bachelor, Marketing
Principal Financial Group January 2013 - Present
Principal Financial Group March 2005 - December 2012
SelectQuote Insurance Services January 2004 - March 2005
Wells Fargo Insurance Services February 1995 - January 2004
Skills
Disability Insurance, Employee Benefits, Health Insurance, Term Life Insurance, Health Savings Accounts, Group Insurance, Underwriting, Sales, Life Insurance, Brokers, Long-term Care, COBRA, 401k, Customer Retention, Group Benefits, Customer Service, Health underwriting, Long Term Care
Education
Tecnológico de Monterrey 1982 — 1986
Bachelor, Marketing
Drew Tomasik Drew Tomasik's Principal Financial Group Experience July 2007 - February 2011
Job Entrepreneur/Investor/Realtor at F.C. Tucker
Industry Real Estate
Experience
F.C. Tucker Company, Inc. June 2015 - Present
Capstone Administrators March 2011 - May 2015
Compliancedashboard, LLC March 2011 - June 2013
Principal Financial Group July 2007 - February 2011
Skills
Leadership, Sales, Employee Benefits, Health Insurance, Business Development, Customer Service, Contract Negotiation, Team Building, Benefits Administration, Marketing, Relationship Management, Residential Real Estate, Public Speaking, Microsoft Excel, Microsoft Office, Salesforce.com, Strategic Planning, Residential Homes
Education
Taylor University 2005 — 2007
B.A., Business Management
Taylor University
F.C. Tucker Company, Inc. June 2015 - Present
Capstone Administrators March 2011 - May 2015
Compliancedashboard, LLC March 2011 - June 2013
Principal Financial Group July 2007 - February 2011
Skills
Leadership, Sales, Employee Benefits, Health Insurance, Business Development, Customer Service, Contract Negotiation, Team Building, Benefits Administration, Marketing, Relationship Management, Residential Real Estate, Public Speaking, Microsoft Excel, Microsoft Office, Salesforce.com, Strategic Planning, Residential Homes
Education
Taylor University 2005 — 2007
B.A., Business Management
Taylor University
Jacqueline Dooley Jacqueline Dooley's Principal Financial Group Experience June 2014 - October 2014
Job Securities Generalist II at CUNA Mutual Group
Industry Financial Services
Experience
CUNA Mutual Group November 2014 - Present
Principal Financial Group June 2014 - October 2014
Securian Financial Group September 2012 - May 2014
Skills
Leadership, Team Building, Customer Service, Microsoft Excel, Microsoft Word, Business Process..., Creative Problem Solving
Education
St. Cloud State University 2008 — 2012
Psychology, Bachelor of Science in Psychology
CUNA Mutual Group November 2014 - Present
Principal Financial Group June 2014 - October 2014
Securian Financial Group September 2012 - May 2014
Skills
Leadership, Team Building, Customer Service, Microsoft Excel, Microsoft Word, Business Process..., Creative Problem Solving
Education
St. Cloud State University 2008 — 2012
Psychology, Bachelor of Science in Psychology
Todd Charron Todd Charron's Principal Financial Group Experience November 2004 - Present
Job Regional Managing Director at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group November 2004 - Present
Education
Stephen F. Austin State University
Principal Financial Group November 2004 - Present
Education
Stephen F. Austin State University
Paul M. Pistilli CFP®, CLU, ChFC Paul M. Pistilli CFP®, CLU, ChFC's Principal Financial Group Experience March 2014 - April 2014
Job Sales Vice President at Highland Capital Brokerage
Industry Financial Services
Experience
Highland Capital Brokerage May 2015 - Present
Principal Financial Group March 2014 - April 2014
Highland Capital Brokerage September 1998 - December 2013
The Summit Group, Inc. May 1994 - September 1998
Skills
Certified Financial..., CLU, ChFC, Fixed Annuities, Retirement Planning, Life Insurance, Estate Planning, Long-term Care, Disability Insurance, Insurance, Term Life Insurance, Long Term Care Insurance, Financial Planners, Life Insurance..., Brokers, Underwriting, Financial Services, Financial Advisory, Retirement, 401k, Universal Life, Strategic Financial..., Whole Life, Wealth, Wealth Management, Wealth Accumulation, High Net Worth..., Wealth Preservation..., Insurance Brokerage, Estate Tax Planning, Relationship Management, Series 6, Series 63, Variable Annuities, Series 7, Life & Health Insurance..., IRAs, Buy-sell Agreements, Indexed Annuities, Mutual Funds, Qualified Retirement..., Health Insurance, Securities, Executive Pay, Pensions, Investment Strategies, 401k Rollovers, Employee Benefits, Financial Planning, Investments
Education
Temple University
Bachelor, Accounting
Highland Capital Brokerage May 2015 - Present
Principal Financial Group March 2014 - April 2014
Highland Capital Brokerage September 1998 - December 2013
The Summit Group, Inc. May 1994 - September 1998
Skills
Certified Financial..., CLU, ChFC, Fixed Annuities, Retirement Planning, Life Insurance, Estate Planning, Long-term Care, Disability Insurance, Insurance, Term Life Insurance, Long Term Care Insurance, Financial Planners, Life Insurance..., Brokers, Underwriting, Financial Services, Financial Advisory, Retirement, 401k, Universal Life, Strategic Financial..., Whole Life, Wealth, Wealth Management, Wealth Accumulation, High Net Worth..., Wealth Preservation..., Insurance Brokerage, Estate Tax Planning, Relationship Management, Series 6, Series 63, Variable Annuities, Series 7, Life & Health Insurance..., IRAs, Buy-sell Agreements, Indexed Annuities, Mutual Funds, Qualified Retirement..., Health Insurance, Securities, Executive Pay, Pensions, Investment Strategies, 401k Rollovers, Employee Benefits, Financial Planning, Investments
Education
Temple University
Bachelor, Accounting
Amrish Raj Amrish Raj's Principal Financial Group Experience April 2005 - December 2006
Job Consultant at Lone Star College
Industry Information Technology and Services
Experience
Lone Star College April 2015 - Present
LexisNexis February 2013 - March 2015
Duke Energy Corporation January 2012 - January 2013
Time Warner Cable July 2011 - December 2011
Progress Energy October 2007 - August 2011
USAA 2007 - 2007
Principal Financial Group April 2005 - December 2006
FedEx November 2004 - January 2005
Bank One May 2004 - September 2004
Skills
SQR, PeopleTools, PeopleCode, Crystal Reports, PeopleSoft, SDLC, Integration, Oracle Applications, PL/SQL, Data Conversion, Business Process, XML Publisher, Business Intelligence, Production Support, Software Development, Data Migration, Oracle, Financials, Requirements Analysis, ERP, Oracle E-Business Suite, Requirements Gathering, Data Warehousing, Business Analysis, SQL, Consulting, Management, CRM, Vendor Management, Software Project..., Systems Analysis, Leadership, Analysis, Business Process..., Project Management, Program Management, Software Documentation, Databases, Visio, Process Improvement, Solution Architecture
Education
University of North Carolina at Chapel Hill 2014 — 2016
Master of Business Administration (M.B.A.), Business Administration and Management
Syracuse University 2002 — 2004
Master of Science, Electrical Engineering
University of Mumbai 1998 — 2002
Bachelor of Engineering, Electronics Engineering
Lone Star College April 2015 - Present
LexisNexis February 2013 - March 2015
Duke Energy Corporation January 2012 - January 2013
Time Warner Cable July 2011 - December 2011
Progress Energy October 2007 - August 2011
USAA 2007 - 2007
Principal Financial Group April 2005 - December 2006
FedEx November 2004 - January 2005
Bank One May 2004 - September 2004
Skills
SQR, PeopleTools, PeopleCode, Crystal Reports, PeopleSoft, SDLC, Integration, Oracle Applications, PL/SQL, Data Conversion, Business Process, XML Publisher, Business Intelligence, Production Support, Software Development, Data Migration, Oracle, Financials, Requirements Analysis, ERP, Oracle E-Business Suite, Requirements Gathering, Data Warehousing, Business Analysis, SQL, Consulting, Management, CRM, Vendor Management, Software Project..., Systems Analysis, Leadership, Analysis, Business Process..., Project Management, Program Management, Software Documentation, Databases, Visio, Process Improvement, Solution Architecture
Education
University of North Carolina at Chapel Hill 2014 — 2016
Master of Business Administration (M.B.A.), Business Administration and Management
Syracuse University 2002 — 2004
Master of Science, Electrical Engineering
University of Mumbai 1998 — 2002
Bachelor of Engineering, Electronics Engineering
Riya Prasannan Riya Prasannan's Principal Financial Group Experience May 2012 - November 2013
Job WebInfrastructure Consultant and Tealeaf Professional
Industry Information Technology and Services
Experience
Principal Financial Group May 2012 - November 2013
Wipro Infotech April 2010 - May 2012
Skills
Servers, System Administration, BMC Remedy, Apache, Troubleshooting, Repliweb 4.0, Repliweb 5.0, SiteScope, IIS 6.0, IIS 7.0, Certificate Management, IBM Tealeaf, ISA, IHS, HP Sitescope, Atlassian JIRA, Windows Server, IIS
Education
St. Xavier's College 2006 — 2009
BCA, Computer Science, 63%
St. Joseph's EMHS Kerala
Principal Financial Group May 2012 - November 2013
Wipro Infotech April 2010 - May 2012
Skills
Servers, System Administration, BMC Remedy, Apache, Troubleshooting, Repliweb 4.0, Repliweb 5.0, SiteScope, IIS 6.0, IIS 7.0, Certificate Management, IBM Tealeaf, ISA, IHS, HP Sitescope, Atlassian JIRA, Windows Server, IIS
Education
St. Xavier's College 2006 — 2009
BCA, Computer Science, 63%
St. Joseph's EMHS Kerala
Brian Cahill's Principal Financial Group Experience January 2005 - August 2008
Job Financial Advisor at Investors Bank
Industry Individual & Family Services
Experience
Investors Bank November 2014 - Present
Handwerk Multi Family Office March 2014 - August 2014
Vanguard May 2013 - April 2014
JPMorgan Chase July 2012 - May 2013
Principal Financial Group January 2005 - August 2008
NYSE Euronext June 1994 - August 2005
Skills
Equities, Bloomberg, Asset Managment, Thompson One, VMware, Risk Management, Hedge Funds, Trading, Financial Services, Equity Trading, Asset Management, Strategic Financial..., Financial Risk, Investments, FINRA, Market Data, Commodity, Finance, Financial Modeling, Financial Planning, Portfolio Management
Education
St. Francis College 1991 — 1994
Investors Bank November 2014 - Present
Handwerk Multi Family Office March 2014 - August 2014
Vanguard May 2013 - April 2014
JPMorgan Chase July 2012 - May 2013
Principal Financial Group January 2005 - August 2008
NYSE Euronext June 1994 - August 2005
Skills
Equities, Bloomberg, Asset Managment, Thompson One, VMware, Risk Management, Hedge Funds, Trading, Financial Services, Equity Trading, Asset Management, Strategic Financial..., Financial Risk, Investments, FINRA, Market Data, Commodity, Finance, Financial Modeling, Financial Planning, Portfolio Management
Education
St. Francis College 1991 — 1994
Nelson Bonner, AIF®, CRPS® Nelson Bonner, AIF®, CRPS®'s Principal Financial Group Experience 2004 - November 2012
Job Financial Planner at Ronald Blue & Co.
Industry Financial Services
Experience
Ronald Blue & Co. September 2015 - Present
Capital One August 2013 - September 2015
Principal Financial Group 2004 - November 2012
Principal Financial Group 1999 - 2004
Principal Financial Group 1997 - 1999
Skills
401k, Defined Benefit, Retirement Readiness, Advisor Coaching &..., Retirement, Mutual Funds, Pensions, Series 7, Series 63, Retirement Planning, Asset Management, Financial Services, Investments, Business Planning, Financial Advisory, ERISA, ETFs
Education
St. Cloud State University 1989 — 1994
BA, Public Administration
Ronald Blue & Co. September 2015 - Present
Capital One August 2013 - September 2015
Principal Financial Group 2004 - November 2012
Principal Financial Group 1999 - 2004
Principal Financial Group 1997 - 1999
Skills
401k, Defined Benefit, Retirement Readiness, Advisor Coaching &..., Retirement, Mutual Funds, Pensions, Series 7, Series 63, Retirement Planning, Asset Management, Financial Services, Investments, Business Planning, Financial Advisory, ERISA, ETFs
Education
St. Cloud State University 1989 — 1994
BA, Public Administration
Molly Montgomery Molly Montgomery's Principal Financial Group Experience June 2007 - June 2010
Job Employment Specialist at Guild Incorporated
Industry Civic & Social Organization
Experience
Guild Incorporated February 2013 - Present
Uram Insurance Agency August 2012 - Present
Principal Financial Group June 2007 - June 2010
Ramsey County January 2007 - April 2010
Lifetrack Resources January 2007 - December 2007
Skills
Public Speaking, Social Media, Editing, Microsoft Office, Research, Event Planning, Social Networking, Non-profits, Community Outreach, Customer Service, PowerPoint, Public Relations, Marketing, Social Media Marketing, Strategic Planning, Recruiting, Coaching, Microsoft Excel, Resume Writing, Online Advertising
Education
College of St. Catherine 2008 — 2013
Master of Arts - Organizational Leadership December 2013, Strategic Management, 3.9
College of St. Catherine 2003 — 2007
Bachelor of Science (B.S.), Communication and Media Studies
Guild Incorporated February 2013 - Present
Uram Insurance Agency August 2012 - Present
Principal Financial Group June 2007 - June 2010
Ramsey County January 2007 - April 2010
Lifetrack Resources January 2007 - December 2007
Skills
Public Speaking, Social Media, Editing, Microsoft Office, Research, Event Planning, Social Networking, Non-profits, Community Outreach, Customer Service, PowerPoint, Public Relations, Marketing, Social Media Marketing, Strategic Planning, Recruiting, Coaching, Microsoft Excel, Resume Writing, Online Advertising
Education
College of St. Catherine 2008 — 2013
Master of Arts - Organizational Leadership December 2013, Strategic Management, 3.9
College of St. Catherine 2003 — 2007
Bachelor of Science (B.S.), Communication and Media Studies
Anthony Lucia Anthony Lucia's Principal Financial Group Experience April 2012 - Present
Job Financial Services Representative, Princor Registered Representative at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group April 2012 - Present
Edward Jones February 2009 - January 2012
The Oregonian 1980 - 2008
Skills
Executive Benefit..., Income Protection, Estate Planning, 401k, Business Continuation..., Asset Allocation, Buy Sell Review, Key Person Insurance, Informal Business..., Pension Plans
Education
Suffolk County Community College 1971 — 1974
Principal Financial Group April 2012 - Present
Edward Jones February 2009 - January 2012
The Oregonian 1980 - 2008
Skills
Executive Benefit..., Income Protection, Estate Planning, 401k, Business Continuation..., Asset Allocation, Buy Sell Review, Key Person Insurance, Informal Business..., Pension Plans
Education
Suffolk County Community College 1971 — 1974
Sean Fuquay Sean Fuquay's Principal Financial Group Experience January 1992 - December 1995
Job Vice President of Sales at T.J. Blackburn Syrup Works Inc
Industry Food Production
Experience
T.J. Blackburn Syrup Works Inc January 1995 - Present
Principal Financial Group January 1992 - December 1995
Education
Texas A&M University 1988 — 1992
Bachelor, Accounting & Finance
T.J. Blackburn Syrup Works Inc January 1995 - Present
Principal Financial Group January 1992 - December 1995
Education
Texas A&M University 1988 — 1992
Bachelor, Accounting & Finance
Matt Vahue, CLF®'s Principal Financial Group Experience January 2014 - Present
Job Managing Director at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group January 2014 - Present
Principal Financial Group January 2010 - Present
Principal Financial Group January 2010 - January 2014
Ryan Homes March 2005 - January 2010
Buffalo Bills July 2003 - February 2005
Skills
401k, 403 b, SEP IRA, Simple IRA, Variable Annuities, Fixed Annuities, Estate Planning, Asset Allocation, Executive Benefit..., Business Overhead..., Income Protection, Survivor Income, Buy-sell Agreements, Roth IRA, Traditional IRA, Term Life Insurance, Charitable Gift Planning, Key Person Insurance, Universal Life, College Funding..., Non-Qualified Deferred..., Dental Insurance, Whole Life
Education
The American College 2011 — 2012
CLF® - Chartered Leadership Fellow
Saint John Fisher College 2001 — 2005
Bachelor of Arts
Canandaigua Academy 1997 — 2001
Principal Financial Group January 2014 - Present
Principal Financial Group January 2010 - Present
Principal Financial Group January 2010 - January 2014
Ryan Homes March 2005 - January 2010
Buffalo Bills July 2003 - February 2005
Skills
401k, 403 b, SEP IRA, Simple IRA, Variable Annuities, Fixed Annuities, Estate Planning, Asset Allocation, Executive Benefit..., Business Overhead..., Income Protection, Survivor Income, Buy-sell Agreements, Roth IRA, Traditional IRA, Term Life Insurance, Charitable Gift Planning, Key Person Insurance, Universal Life, College Funding..., Non-Qualified Deferred..., Dental Insurance, Whole Life
Education
The American College 2011 — 2012
CLF® - Chartered Leadership Fellow
Saint John Fisher College 2001 — 2005
Bachelor of Arts
Canandaigua Academy 1997 — 2001
Melissa Knights Bertrand Melissa Knights Bertrand's Principal Financial Group Experience March 2015 - Present
Job Life & Disability Insurance Representative at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group March 2015 - Present
Wealth Management Services, LLC October 2014 - Present
Richard Knights - Sue Kaderli Memorial Fund 1988 - Present
Autism Services, Inc. February 2014 - October 2014
The Center for Hospice & Palliative Care July 2012 - September 2012
Open Door Nursery School 2009 - 2010
Western New York Baby Expo 2008 - 2009
Maryvale School District 1997 - 1998
Williamsville Central Schools 1992 - 1997
Skills
Fundraising, Event Planning, Community Outreach, Press Releases, Teaching, Public Speaking, Event Management, Media Relations, Nonprofits, Program Development, Volunteer Management, Social Media, Social Media Marketing, Newsletters, Blogging, Marketing, Non-profits, Editing, Grant Writing, Community Development, Public Relations, Grants, Leadership Development, Social Networking, Leadership, Organizational..., Marketing Communications, Writing, Community Relations, Basic First Aid, Strategies for Crisis..., Adult, Child and Infant..., Life & Health Insurance..., 401k, Disability Insurance, Group Insurance, Fixed Annuities
Education
Canisius College 1991 — 1993
M.S., Education
State University of New York College at Oswego 1986 — 1990
B.A., English
Principal Financial Group March 2015 - Present
Wealth Management Services, LLC October 2014 - Present
Richard Knights - Sue Kaderli Memorial Fund 1988 - Present
Autism Services, Inc. February 2014 - October 2014
The Center for Hospice & Palliative Care July 2012 - September 2012
Open Door Nursery School 2009 - 2010
Western New York Baby Expo 2008 - 2009
Maryvale School District 1997 - 1998
Williamsville Central Schools 1992 - 1997
Skills
Fundraising, Event Planning, Community Outreach, Press Releases, Teaching, Public Speaking, Event Management, Media Relations, Nonprofits, Program Development, Volunteer Management, Social Media, Social Media Marketing, Newsletters, Blogging, Marketing, Non-profits, Editing, Grant Writing, Community Development, Public Relations, Grants, Leadership Development, Social Networking, Leadership, Organizational..., Marketing Communications, Writing, Community Relations, Basic First Aid, Strategies for Crisis..., Adult, Child and Infant..., Life & Health Insurance..., 401k, Disability Insurance, Group Insurance, Fixed Annuities
Education
Canisius College 1991 — 1993
M.S., Education
State University of New York College at Oswego 1986 — 1990
B.A., English
Sheryl Peoples Sheryl Peoples's Principal Financial Group Experience January 2013 - Present
Job Senior Client Service Manager at Principal Financial Group
Industry Insurance
Experience
Principal Financial Group January 2013 - Present
Milliman February 2012 - December 2012
Clark Consulting May 2008 - December 2011
Farmers Insurance & Financial Services June 2006 - May 2008
Clark Consulting February 2002 - September 2006
NCH Corporation 1998 - 2002
KPMG Peat Marwick, LLP 1997 - 1998
Skills
Employee Benefits, Retirement, 401k, Insurance, Series 6, Series 63, Health Insurance, Defined Benefit, Benefits Administration, Outlook
Education
Stephen F. Austin State University 1987 — 1992
BBA, General Business
Principal Financial Group January 2013 - Present
Milliman February 2012 - December 2012
Clark Consulting May 2008 - December 2011
Farmers Insurance & Financial Services June 2006 - May 2008
Clark Consulting February 2002 - September 2006
NCH Corporation 1998 - 2002
KPMG Peat Marwick, LLP 1997 - 1998
Skills
Employee Benefits, Retirement, 401k, Insurance, Series 6, Series 63, Health Insurance, Defined Benefit, Benefits Administration, Outlook
Education
Stephen F. Austin State University 1987 — 1992
BBA, General Business
Lori Rose Lori Rose's Principal Financial Group Experience October 2004 - August 2006
Job Senior Sales Representative at Ameritas
Industry Financial Services
Experience
Ameritas August 2006 - Present
Principal Financial Group October 2004 - August 2006
Zurich Insurance January 2004 - October 2004
CNA Insurance January 1997 - January 2004
Skills
Contract Analysis, Consultative Selling, Dentistry, Account Management, Contractual Agreements, Selling, Insurance, Customer Service, Employee Benefits, CRM, Sales, Life Insurance, Brokers, Sales Operations, New Business Development, Leadership Development, Healthcare, Long-term Care, Health Insurance, Health Savings Accounts, Leadership, Underwriting, Term Life Insurance
Education
SUNY Cortland
Bachelor of Arts, Psychology
Ameritas August 2006 - Present
Principal Financial Group October 2004 - August 2006
Zurich Insurance January 2004 - October 2004
CNA Insurance January 1997 - January 2004
Skills
Contract Analysis, Consultative Selling, Dentistry, Account Management, Contractual Agreements, Selling, Insurance, Customer Service, Employee Benefits, CRM, Sales, Life Insurance, Brokers, Sales Operations, New Business Development, Leadership Development, Healthcare, Long-term Care, Health Insurance, Health Savings Accounts, Leadership, Underwriting, Term Life Insurance
Education
SUNY Cortland
Bachelor of Arts, Psychology
Tom Westhoff's Principal Financial Group Experience January 1991 - August 1998
Job Volunteer Firefighter/EMT at Norwalk Fire Department
Industry Marketing and Advertising
Experience
Norwalk Fire Department August 2011 - Present
ITAGroup August 1997 - Present
Principal Financial Group January 1991 - August 1998
Modern Business Systems June 1989 - June 1991
Skills
Incentive Programs, Project Planning, Event Management, Sales, Account Management, Marketing Communications, Trade Shows, B2B
Education
St. Ambrose University 1985 — 1989
BA, Business Administration
Norwalk Fire Department August 2011 - Present
ITAGroup August 1997 - Present
Principal Financial Group January 1991 - August 1998
Modern Business Systems June 1989 - June 1991
Skills
Incentive Programs, Project Planning, Event Management, Sales, Account Management, Marketing Communications, Trade Shows, B2B
Education
St. Ambrose University 1985 — 1989
BA, Business Administration
Robert Walter Robert Walter's Principal Financial Group Experience January 2006 - Present
Job Relationship Manager at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group January 2006 - Present
Standard Insurance Company June 2002 - January 2006
Scudder Investments 1993 - 2003
Skills
401k, Financial Advisory, Defined Contribution, Defined Benefit, Investments, Financial Services, Profit Sharing, Non-Qualified Deferred..., ESOP, Non-Profit, Retirement, Retirement Planning, Mutual Funds, Series 7, Series 63, Pensions, Employee Benefits, Asset Allocation, Insurance, Series 6, series 65, series 24, series 26, Life accident & health, 403(b)
Education
Suffolk University - Sawyer School of Management 1993 — 1996
Masters, Finance
University of Massachusetts at Lowell 1987 — 1991
Bachelors of Science, Mgmt/ Finance
Principal Financial Group January 2006 - Present
Standard Insurance Company June 2002 - January 2006
Scudder Investments 1993 - 2003
Skills
401k, Financial Advisory, Defined Contribution, Defined Benefit, Investments, Financial Services, Profit Sharing, Non-Qualified Deferred..., ESOP, Non-Profit, Retirement, Retirement Planning, Mutual Funds, Series 7, Series 63, Pensions, Employee Benefits, Asset Allocation, Insurance, Series 6, series 65, series 24, series 26, Life accident & health, 403(b)
Education
Suffolk University - Sawyer School of Management 1993 — 1996
Masters, Finance
University of Massachusetts at Lowell 1987 — 1991
Bachelors of Science, Mgmt/ Finance
Ram Gollakota Ram Gollakota's Principal Financial Group Experience September 1999 - January 2004
Job Associate Director at AIG
Industry Information Technology and Services
Experience
AIG April 2013 - Present
AIG March 2012 - April 2013
Atos International April 2005 - March 2012
Verizon Data Services January 2004 - December 2004
Principal Financial Group September 1999 - January 2004
Skills
Solaris, Disaster Recovery, AIX, Oracle, Unix Shell Scripting, Databases, HP-UX, Data Warehousing, Shell Scripting, PL/SQL, Microsoft SQL Server, SQL, Linux, DB2, Operating Systems
Education
The University of South Dakota 1996 — 1999
MBA, MIS
Sri Venkateswara University 1989 — 1993
BA, Economics, Political Science, History
AIG April 2013 - Present
AIG March 2012 - April 2013
Atos International April 2005 - March 2012
Verizon Data Services January 2004 - December 2004
Principal Financial Group September 1999 - January 2004
Skills
Solaris, Disaster Recovery, AIX, Oracle, Unix Shell Scripting, Databases, HP-UX, Data Warehousing, Shell Scripting, PL/SQL, Microsoft SQL Server, SQL, Linux, DB2, Operating Systems
Education
The University of South Dakota 1996 — 1999
MBA, MIS
Sri Venkateswara University 1989 — 1993
BA, Economics, Political Science, History
Rick Poganski Rick Poganski's Principal Financial Group Experience November 2004 - Present
Job Financial Advisor at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group November 2004 - Present
Skills
Retirement Planning, Investments, Insurance, Small Business, Team Building, Life Insurance, Portfolio Management, Retirement, Finance, Strategic Planning, Public Speaking, Mutual Funds, Disability Insurance, Fixed Annuities, Customer Service, Leadership, Risk Management, Strategic Financial..., Series 63, Investment Selection, Marketing, IRAs, Term Life Insurance, Health Insurance, 401k, Estate Planning, Employee Benefits, Loans, Sales Management, Team Leadership, Series 6, Sales, Financial Analysis, Long-term Care, Account Management, Mortgage Lending, Marketing Strategy
Education
St. Cloud State University 1976 — 1982
St. Cloud Cathedral HS 1972 — 1975
Principal Financial Group November 2004 - Present
Skills
Retirement Planning, Investments, Insurance, Small Business, Team Building, Life Insurance, Portfolio Management, Retirement, Finance, Strategic Planning, Public Speaking, Mutual Funds, Disability Insurance, Fixed Annuities, Customer Service, Leadership, Risk Management, Strategic Financial..., Series 63, Investment Selection, Marketing, IRAs, Term Life Insurance, Health Insurance, 401k, Estate Planning, Employee Benefits, Loans, Sales Management, Team Leadership, Series 6, Sales, Financial Analysis, Long-term Care, Account Management, Mortgage Lending, Marketing Strategy
Education
St. Cloud State University 1976 — 1982
St. Cloud Cathedral HS 1972 — 1975
Ryan Meier Ryan Meier's Principal Financial Group Experience September 2013 - December 2013
Job Banking Center Manager at Bank of America
Industry Banking
Experience
Bank of America December 2013 - Present
Principal Financial Group September 2013 - December 2013
Staples, Inc. August 2004 - July 2013
Skills
Series 6, 63..., Relationship Management, Strategic Financial..., Financial Services
Education
Marist College 2014 — 2016
Master of Business Administration (MBA), Finance
University of Phoenix 2009 — 2013
Bachelor of Science in Business Management
State University of New York College at Cortland 2002 — 2004
Political Science and Government
Minisink Valley High School 1998 — 2002
Bank of America December 2013 - Present
Principal Financial Group September 2013 - December 2013
Staples, Inc. August 2004 - July 2013
Skills
Series 6, 63..., Relationship Management, Strategic Financial..., Financial Services
Education
Marist College 2014 — 2016
Master of Business Administration (MBA), Finance
University of Phoenix 2009 — 2013
Bachelor of Science in Business Management
State University of New York College at Cortland 2002 — 2004
Political Science and Government
Minisink Valley High School 1998 — 2002
Emily J. Casey Emily J. Casey's Principal Financial Group Experience September 2013 - Present
Job Benefit and Planning Counselor at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group September 2013 - Present
Sage Rutty & Co., Inc September 2007 - August 2013
MetLife May 2007 - August 2007
Skills
Certified Financial..., Accredited Investment..., Rochester's FortyUnder40, Series 7, Series 63, Series 65, NYS Life Accident &..., Microsoft Word, Retirement Planning, Microsoft Excel, Retirement, 401k, Access, CRM, Finance, FINRA, Health Insurance, Investments, Insurance, Strategic Financial..., Financial Advisory, Portfolio Management, Asset Allocation, Employee Benefits, Public Speaking, Mutual Funds, Financial Services
Education
State University of New York College at Geneseo 2004 — 2007
B.S. Business Administration, Business Administration and Management, General
Principal Financial Group September 2013 - Present
Sage Rutty & Co., Inc September 2007 - August 2013
MetLife May 2007 - August 2007
Skills
Certified Financial..., Accredited Investment..., Rochester's FortyUnder40, Series 7, Series 63, Series 65, NYS Life Accident &..., Microsoft Word, Retirement Planning, Microsoft Excel, Retirement, 401k, Access, CRM, Finance, FINRA, Health Insurance, Investments, Insurance, Strategic Financial..., Financial Advisory, Portfolio Management, Asset Allocation, Employee Benefits, Public Speaking, Mutual Funds, Financial Services
Education
State University of New York College at Geneseo 2004 — 2007
B.S. Business Administration, Business Administration and Management, General
Scott R. Bunkers Scott R. Bunkers's Principal Financial Group Experience August 2011 - Present
Job Senior Financial Representative at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group August 2011 - Present
Insurance Consultants of Central Florida April 1988 - October 2010
Blue Cross Blue Shield of Florida September 1984 - April 1988
Skills
Group Medical, Series 6, Life Insurance, Disability Insurance, Long-term Care, Estate Planning, Fixed Annuities, Group 401-k, Business Key-Person..., Variable Annuities
Education
Saint Cloud State University - G.R. Herberger College of Business 1979 — 1984
Bachelor's degree, Business Administration and Management, General
Pipestone HIigh School 1976 — 1979
Diploma, Business Administration and Management, General
Principal Financial Group August 2011 - Present
Insurance Consultants of Central Florida April 1988 - October 2010
Blue Cross Blue Shield of Florida September 1984 - April 1988
Skills
Group Medical, Series 6, Life Insurance, Disability Insurance, Long-term Care, Estate Planning, Fixed Annuities, Group 401-k, Business Key-Person..., Variable Annuities
Education
Saint Cloud State University - G.R. Herberger College of Business 1979 — 1984
Bachelor's degree, Business Administration and Management, General
Pipestone HIigh School 1976 — 1979
Diploma, Business Administration and Management, General
Nicole Armstrong, CPA's Principal Financial Group Experience October 2013 - Present
Job VP of Finance for Principal Trust
Industry Financial Services
Experience
Principal Financial Group October 2013 - Present
Tokio Marine North America Services, LLC June 2008 - October 2013
Ernst & Young September 2005 - June 2008
Skills
Insurance, Property & Casualty..., SAP, Financial Reporting, US GAAP, GAAP, General Ledger, Financial Accounting, Financial Statements, SAP BI, SAP Implementation, SAP ERP, Consolidation, SAP BW, Internal Controls, Financial Audits, Year-end Close, Variance Analysis, Monthly Close, Fixed Assets, Great Plains Software, CPA, Statutory Accounting, Consolidated Financial..., Big 4, Concur, Monthly Closing, Management Accounting
Education
Temple University - Fox School of Business and Management 2001 — 2005
Bachelor of Business Administration (BBA), Accounting
Principal Financial Group October 2013 - Present
Tokio Marine North America Services, LLC June 2008 - October 2013
Ernst & Young September 2005 - June 2008
Skills
Insurance, Property & Casualty..., SAP, Financial Reporting, US GAAP, GAAP, General Ledger, Financial Accounting, Financial Statements, SAP BI, SAP Implementation, SAP ERP, Consolidation, SAP BW, Internal Controls, Financial Audits, Year-end Close, Variance Analysis, Monthly Close, Fixed Assets, Great Plains Software, CPA, Statutory Accounting, Consolidated Financial..., Big 4, Concur, Monthly Closing, Management Accounting
Education
Temple University - Fox School of Business and Management 2001 — 2005
Bachelor of Business Administration (BBA), Accounting
Jeff Kruger Jeff Kruger's Principal Financial Group Experience December 2014 - Present
Job Chief Underwriter, Individual Disability at Principal Financial Group
Industry Insurance
Experience
Principal Financial Group December 2014 - Present
ValMark Securities January 2008 - December 2014
Minnesota Life June 1987 - December 2007
Skills
Insurance, Underwriting, Retirement Planning, Life Insurance, Fixed Annuities, Estate Planning, Financial Services, Retirement, Term Life Insurance, Strategic Financial..., Disability Insurance, Wealth Management, Long-term Care, Health Insurance, Employee Benefits, Investments, Risk Management, Brokers, Mutual Funds, 401k, Reinsurance, Leadership, Finance, Series 7, Financial Planning
Education
St. Olaf College 1980 — 1984
B.A., Psychology
Shakopee High School 1976 — 1980
Principal Financial Group December 2014 - Present
ValMark Securities January 2008 - December 2014
Minnesota Life June 1987 - December 2007
Skills
Insurance, Underwriting, Retirement Planning, Life Insurance, Fixed Annuities, Estate Planning, Financial Services, Retirement, Term Life Insurance, Strategic Financial..., Disability Insurance, Wealth Management, Long-term Care, Health Insurance, Employee Benefits, Investments, Risk Management, Brokers, Mutual Funds, 401k, Reinsurance, Leadership, Finance, Series 7, Financial Planning
Education
St. Olaf College 1980 — 1984
B.A., Psychology
Shakopee High School 1976 — 1980
Carin Hemmesch Carin Hemmesch's Principal Financial Group Experience April 2011 - Present
Job Account Executive at Principal Financial Group
Industry Insurance
Experience
Principal Financial Group April 2011 - Present
Principal Financial Group May 2006 - April 2011
Concise Marketing Solutions-Dallas TX September 2005 - March 2006
Palm Beach Tan October 2004 - September 2005
Nash Finch Company 1998 - 2000
Skills
Marketing, Account Management, Direct Marketing, Management, Email Marketing, Microsoft Office, Sales, Budgets, Customer Service, Customer Retention, Program Management, Insurance, Direct Mail, New Business Development, Employee Benefits, Health Insurance, Disability Insurance
Education
St. Cloud State University 1992 — 1996
Bachelor of Science in Marketing, Marketing
Principal Financial Group April 2011 - Present
Principal Financial Group May 2006 - April 2011
Concise Marketing Solutions-Dallas TX September 2005 - March 2006
Palm Beach Tan October 2004 - September 2005
Nash Finch Company 1998 - 2000
Skills
Marketing, Account Management, Direct Marketing, Management, Email Marketing, Microsoft Office, Sales, Budgets, Customer Service, Customer Retention, Program Management, Insurance, Direct Mail, New Business Development, Employee Benefits, Health Insurance, Disability Insurance
Education
St. Cloud State University 1992 — 1996
Bachelor of Science in Marketing, Marketing
Nash Meland Nash Meland's Principal Financial Group Experience October 2014 - Present
Job Sales Support Specialist
Industry Financial Services
Experience
Principal Financial Group October 2014 - Present
Trean Reinsurance Services October 2012 - November 2014
Skills
Interpersonal..., Sales, Data Entry, Phone Skills, Inventory Management, Inventory Control, Organizing, Eager To Learn, Punctual, Speaking Engagements, Answering Phones, Data Analysis, Customer Service, Customer Satisfaction, Coordination, Leadership, Microsoft Office, Interpersonal..., Accounting, Public Speaking, Recruiting, Employee Relations, Sales Management, Teamwork, Insurance, Microsoft Excel, Time Management, Reinsurance, Social Networking, Microsoft Word, Outlook, Account Management, Human Resources, Direct Sales, Management, Budgets, Coaching, Cold Calling, Casualty, Process Scheduler, Professional Liability, Interviews, Commercial Insurance, Great Plains Software, Retirement, Sales Process, Property & Casualty..., Retail, Finance, Team Building
Education
St. Cloud State University - Herberger Business School 2007 — 2012
Bachelor of Science, Management
Delano High School 2002 — 2006
Principal Financial Group October 2014 - Present
Trean Reinsurance Services October 2012 - November 2014
Skills
Interpersonal..., Sales, Data Entry, Phone Skills, Inventory Management, Inventory Control, Organizing, Eager To Learn, Punctual, Speaking Engagements, Answering Phones, Data Analysis, Customer Service, Customer Satisfaction, Coordination, Leadership, Microsoft Office, Interpersonal..., Accounting, Public Speaking, Recruiting, Employee Relations, Sales Management, Teamwork, Insurance, Microsoft Excel, Time Management, Reinsurance, Social Networking, Microsoft Word, Outlook, Account Management, Human Resources, Direct Sales, Management, Budgets, Coaching, Cold Calling, Casualty, Process Scheduler, Professional Liability, Interviews, Commercial Insurance, Great Plains Software, Retirement, Sales Process, Property & Casualty..., Retail, Finance, Team Building
Education
St. Cloud State University - Herberger Business School 2007 — 2012
Bachelor of Science, Management
Delano High School 2002 — 2006
Cory McCune Cory McCune's Principal Financial Group Experience July 2009 - Present
Job Princor Registered Representative/Financial Advisor, Financial Representative
Industry Financial Services
Experience
Principal Financial Group July 2009 - Present
Education
Stephen F. Austin State University
The University of Texas at Arlington
Principal Financial Group July 2009 - Present
Education
Stephen F. Austin State University
The University of Texas at Arlington
Alan Lambert Alan Lambert's Principal Financial Group Experience April 2013 - Present
Job Retirement WingmanEffective Support For Planning And Executing Your Flight Into Retirement
Industry Financial Services
Experience
Principal Financial Group April 2013 - Present
Southwest Airlines January 1992 - January 2013
United States Air Force July 1970 - January 1992
Education
St. Mary's University 1974 — 1976
Master's degree, Systems Management
University of Minnesota-Twin Cities 1966 — 1970
Bachelor of Science (BS), Aerospace, Aeronautical and Astronautical Engineering
Principal Financial Group April 2013 - Present
Southwest Airlines January 1992 - January 2013
United States Air Force July 1970 - January 1992
Education
St. Mary's University 1974 — 1976
Master's degree, Systems Management
University of Minnesota-Twin Cities 1966 — 1970
Bachelor of Science (BS), Aerospace, Aeronautical and Astronautical Engineering
Ryan Kuchta Ryan Kuchta's Principal Financial Group Experience January 2014 - Present
Job ESOP Client Service Manager II at Principal Financial Group
Industry Accounting
Experience
Principal Financial Group January 2014 - Present
Principal Financial Group March 2011 - February 2014
Principal Financial Group January 2008 - March 2011
Skills
ESOP, Microsoft Excel, Financial Services
Education
St. Norbert College 1998 — 2002
BA, Accounting
Principal Financial Group January 2014 - Present
Principal Financial Group March 2011 - February 2014
Principal Financial Group January 2008 - March 2011
Skills
ESOP, Microsoft Excel, Financial Services
Education
St. Norbert College 1998 — 2002
BA, Accounting
Prasad Salunkhe's Principal Financial Group Experience January 2008 - April 2008
Job Business Analyst Lead at CACI International Inc
Industry Information Technology and Services
Experience
CACI International Inc March 2014 - Present
Quantum Infotech 2007 - March 2014
STR LLC June 2013 - December 2013
MRIS, Inc. December 2010 - May 2013
Federal Reserve Bank of Richmond December 2009 - December 2010
Amtrak June 2009 - November 2009
Federal Reserve Bank May 2008 - January 2009
NRECA 2009 - 2009
Principal Financial Group January 2008 - April 2008
Freddie Mac September 2006 - February 2007
Skills
SDLC, Quality Center, Agile Methodologies, User Acceptance Testing, Business Analysis, Data Warehousing, Software Quality..., Scrum, Testing, Requirements Analysis, Software Documentation, Business Intelligence, JIRA, Test Driven Development, Agile, Meditation, Kanban, Data Analytics, HP Quality Center, Visio, Integration
Education
State University of New York Institute of Technology at Utica/Rome 2001 — 2003
Masters, Telecommunication
V.E.S.I.T 1993 — 1997
Bachelors, Electronics & Telecom
New Bombay high School 1981 — 1990
High School
CACI International Inc March 2014 - Present
Quantum Infotech 2007 - March 2014
STR LLC June 2013 - December 2013
MRIS, Inc. December 2010 - May 2013
Federal Reserve Bank of Richmond December 2009 - December 2010
Amtrak June 2009 - November 2009
Federal Reserve Bank May 2008 - January 2009
NRECA 2009 - 2009
Principal Financial Group January 2008 - April 2008
Freddie Mac September 2006 - February 2007
Skills
SDLC, Quality Center, Agile Methodologies, User Acceptance Testing, Business Analysis, Data Warehousing, Software Quality..., Scrum, Testing, Requirements Analysis, Software Documentation, Business Intelligence, JIRA, Test Driven Development, Agile, Meditation, Kanban, Data Analytics, HP Quality Center, Visio, Integration
Education
State University of New York Institute of Technology at Utica/Rome 2001 — 2003
Masters, Telecommunication
V.E.S.I.T 1993 — 1997
Bachelors, Electronics & Telecom
New Bombay high School 1981 — 1990
High School
Aurora Espinosa Aurora Espinosa's Principal Financial Group Experience May 2004 - January 2005
Job Masters in Applied Statistics at ITESM
Industry Market Research
Experience
Chaordix April 2015 - Present
Groundswell Group Inc March 2012 - March 2015
ITESM January 2009 - December 2011
Gorditas Doña Tota October 2008 - December 2008
aga marketing May 2007 - October 2008
Kicks Academia de Savate January 2007 - May 2007
Principal Financial Group May 2004 - January 2005
Skills
Research, Clustering, Marketing Research, SPSS, Market Research, Statistics, Analysis, Data Analysis, Administration, Business Intelligence, Business Analysis, TIBCO, R [Programming Language], Leadership, Data Mining, Integration, Business Objects, R, Analytics, Predictive Analytics, Strategic Planning, Solution Architecture, Enterprise Architecture, Databases, Data Warehousing
Education
Instituto Tecnológico y de Estudios Superiores de Monterrey 2009 — 2011
Master, Applied Statistics
Tecnológico de Monterrey 2002 — 2006
Bachelor, Marketing
Chaordix April 2015 - Present
Groundswell Group Inc March 2012 - March 2015
ITESM January 2009 - December 2011
Gorditas Doña Tota October 2008 - December 2008
aga marketing May 2007 - October 2008
Kicks Academia de Savate January 2007 - May 2007
Principal Financial Group May 2004 - January 2005
Skills
Research, Clustering, Marketing Research, SPSS, Market Research, Statistics, Analysis, Data Analysis, Administration, Business Intelligence, Business Analysis, TIBCO, R [Programming Language], Leadership, Data Mining, Integration, Business Objects, R, Analytics, Predictive Analytics, Strategic Planning, Solution Architecture, Enterprise Architecture, Databases, Data Warehousing
Education
Instituto Tecnológico y de Estudios Superiores de Monterrey 2009 — 2011
Master, Applied Statistics
Tecnológico de Monterrey 2002 — 2006
Bachelor, Marketing
Mary Lou Casey's Principal Financial Group Experience May 2009 - August 2010
Job Financial Advisor and Benefits Specialist
Industry Financial Services
Experience
Mary Lou Bradley Casey August 2010 - Present
Principal Financial Group May 2009 - August 2010
Colonial Life October 2007 - May 2009
PDI, Inc. November 2004 - May 2006
PDI, Inc. April 2001 - October 2003
American Cancer Society March 1999 - April 2001
AmSouth Bank January 1998 - March 1999
Bristol Babcock July 1996 - January 1998
RealtySouth February 1995 - July 1996
Education
Spring Hill College 1989 — 1993
BA, Communication
Mary Lou Bradley Casey August 2010 - Present
Principal Financial Group May 2009 - August 2010
Colonial Life October 2007 - May 2009
PDI, Inc. November 2004 - May 2006
PDI, Inc. April 2001 - October 2003
American Cancer Society March 1999 - April 2001
AmSouth Bank January 1998 - March 1999
Bristol Babcock July 1996 - January 1998
RealtySouth February 1995 - July 1996
Education
Spring Hill College 1989 — 1993
BA, Communication
Alex Huerta Alex Huerta's Principal Financial Group Experience January 2013 - Present
Job Internal Sales Specialist at Principal Financial Group
Industry Insurance
Experience
Principal Financial Group January 2013 - Present
Principal Financial Group March 2005 - January 2013
SelectQuote Insurance Services January 2004 - February 2005
Skills
Health Insurance, Account Management, Customer Relations, Customer Service, Underwriting, Dental, Employee Benefits, Microsoft Office, Term Life Insurance, Problem Solving, Benefits Administration, Brokers, Training, Disability Insurance, Dentistry, Sales, Health Savings Accounts, Insurance, Management, Life Insurance
Education
Tecnológico de Monterrey 1980 — 1986
Principal Financial Group January 2013 - Present
Principal Financial Group March 2005 - January 2013
SelectQuote Insurance Services January 2004 - February 2005
Skills
Health Insurance, Account Management, Customer Relations, Customer Service, Underwriting, Dental, Employee Benefits, Microsoft Office, Term Life Insurance, Problem Solving, Benefits Administration, Brokers, Training, Disability Insurance, Dentistry, Sales, Health Savings Accounts, Insurance, Management, Life Insurance
Education
Tecnológico de Monterrey 1980 — 1986
Chelsea Parrott's Principal Financial Group Experience June 2014 - Present
Job Global Marketing Specialist at Principal Financial Group
Industry Marketing and Advertising
Experience
Principal Financial Group June 2014 - Present
Wells Fargo Home Mortgage January 2012 - June 2014
Wells Fargo Home Mortgage January 2012 - January 2013
The Integer Group January 2011 - December 2011
Mudd Advertising 2009 - December 2010
Wartburg College March 2009 - December 2009
EdgeCore May 2009 - September 2009
Hellman January 2009 - May 2009
Tower Agency September 2008 - 2009
Skills
Strong in-store..., Extensive considered..., Delivering Exceptional..., Public Speaking, Organization &..., Sales, Advertising, Marketing, Product Marketing, Customer Experience, Marketing Strategy, Marketing Communications, Account Management, Time Management, B2B, Social Media Marketing, Press Releases, Customer Service, Management, Analysis, Social Media, Public Relations, Event Planning, Leadership, Microsoft Office, Social Networking, Event Management, PowerPoint
Education
University of Wales, Swansea 2009 — 2010
Communications
Wartburg College 2006 — 2009
BA, Communication Arts, Public Relations
LeSueur-Henderson High 2002 — 2006
Principal Financial Group June 2014 - Present
Wells Fargo Home Mortgage January 2012 - June 2014
Wells Fargo Home Mortgage January 2012 - January 2013
The Integer Group January 2011 - December 2011
Mudd Advertising 2009 - December 2010
Wartburg College March 2009 - December 2009
EdgeCore May 2009 - September 2009
Hellman January 2009 - May 2009
Tower Agency September 2008 - 2009
Skills
Strong in-store..., Extensive considered..., Delivering Exceptional..., Public Speaking, Organization &..., Sales, Advertising, Marketing, Product Marketing, Customer Experience, Marketing Strategy, Marketing Communications, Account Management, Time Management, B2B, Social Media Marketing, Press Releases, Customer Service, Management, Analysis, Social Media, Public Relations, Event Planning, Leadership, Microsoft Office, Social Networking, Event Management, PowerPoint
Education
University of Wales, Swansea 2009 — 2010
Communications
Wartburg College 2006 — 2009
BA, Communication Arts, Public Relations
LeSueur-Henderson High 2002 — 2006
Peter Abuls Peter Abuls's Principal Financial Group Experience January 1988 - June 1996
Job Senior Vice President, Investments and Managing Director at Raymond James
Industry Investment Management
Experience
Raymond James June 2011 - Present
Howe Barnes Hoefer & Arnett, A Subsidiary of Raymond James May 2000 - June 2011
First Union Securities June 1996 - May 2000
Principal Financial Group January 1988 - June 1996
Education
Western Michigan University - Haworth College of Business 1983 — 1984
Masters Business Administration, Finance
Tennessee Technological University - College of Business Administration 1978 — 1982
Bachelors of Science
Raymond James June 2011 - Present
Howe Barnes Hoefer & Arnett, A Subsidiary of Raymond James May 2000 - June 2011
First Union Securities June 1996 - May 2000
Principal Financial Group January 1988 - June 1996
Education
Western Michigan University - Haworth College of Business 1983 — 1984
Masters Business Administration, Finance
Tennessee Technological University - College of Business Administration 1978 — 1982
Bachelors of Science
Brendan Hyde, RPA, CRPS® Brendan Hyde, RPA, CRPS®'s Principal Financial Group Experience March 2011 - March 2015
Job Regional Vice President at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions March 2015 - Present
Principal Financial Group March 2011 - March 2015
Principal Financial Group August 2009 - March 2011
Principal Financial Group June 2007 - August 2009
John Hancock Life Insurance Company (U.S.A.) January 2005 - September 2006
Skills
401k, Retirement, Series 63, ERISA, Retirement Planning, Employee Benefits, Series 7, Defined Benefit, Investments, Mutual Funds, Strategic Financial..., Securities, Insurance, Fixed Annuities, Series 6, Retirement Plan..., Health Insurance, IRAs, Pensions, Wealth Management
Education
State University of New York College at Cortland 2000 — 2004
Bachelor's Degree, Economics
Saint John's High School 1995 — 1999
High School
Transamerica Retirement Solutions March 2015 - Present
Principal Financial Group March 2011 - March 2015
Principal Financial Group August 2009 - March 2011
Principal Financial Group June 2007 - August 2009
John Hancock Life Insurance Company (U.S.A.) January 2005 - September 2006
Skills
401k, Retirement, Series 63, ERISA, Retirement Planning, Employee Benefits, Series 7, Defined Benefit, Investments, Mutual Funds, Strategic Financial..., Securities, Insurance, Fixed Annuities, Series 6, Retirement Plan..., Health Insurance, IRAs, Pensions, Wealth Management
Education
State University of New York College at Cortland 2000 — 2004
Bachelor's Degree, Economics
Saint John's High School 1995 — 1999
High School
Robert Subjects Robert Subjects's Principal Financial Group Experience 2004 - 2007
Job Director, Individual Field Recruitment at Securian Financial Group
Industry Financial Services
Experience
Securian Financial Group November 2010 - Present
MassMutual Financial Group October 2009 - August 2010
MassMutual Financial Group August 2007 - October 2009
Principal Financial Group 2004 - 2007
Skills
Retirement Planning, Life Insurance, Insurance, Recruiting, Fixed Annuities, Employee Benefits, Sales Management, Customer Retention, Sourcing, Financial Services, Disability Insurance, Wealth Management, Financial Planning
Education
Texas A&M University
Securian Financial Group November 2010 - Present
MassMutual Financial Group October 2009 - August 2010
MassMutual Financial Group August 2007 - October 2009
Principal Financial Group 2004 - 2007
Skills
Retirement Planning, Life Insurance, Insurance, Recruiting, Fixed Annuities, Employee Benefits, Sales Management, Customer Retention, Sourcing, Financial Services, Disability Insurance, Wealth Management, Financial Planning
Education
Texas A&M University
Joel Blair QPA Joel Blair QPA's Principal Financial Group Experience October 1997 - July 1999
Job Retirement Plan Consultant at Schenck Retirement Plan Solutions
Industry Accounting
Experience
Schenck SC August 1999 - Present
Principal Financial Group October 1997 - July 1999
BCI Group 1997 - 1999
Smith Barney January 1996 - May 1996
Skills
Pensions, Profit Sharing, Retirement Planning, Investments, Accounting, Employee Benefits, 401k, Retirement Plan..., Finance, Financial Services, ERISA, Qualified Retirement..., Retirement, Mutual Funds, Tax
Education
St. Norbert College 1993 — 1997
BA, Economics
Schenck SC August 1999 - Present
Principal Financial Group October 1997 - July 1999
BCI Group 1997 - 1999
Smith Barney January 1996 - May 1996
Skills
Pensions, Profit Sharing, Retirement Planning, Investments, Accounting, Employee Benefits, 401k, Retirement Plan..., Finance, Financial Services, ERISA, Qualified Retirement..., Retirement, Mutual Funds, Tax
Education
St. Norbert College 1993 — 1997
BA, Economics
Natalie Shaft Natalie Shaft's Principal Financial Group Experience June 2015 - August 2015
Job Receptionist at Signatures Salon
Industry Higher Education
Experience
Principal Financial Group June 2015 - August 2015
Signatures Salon October 2011 - August 2014
Education
St. Cloud State University 2012 — 2016
Finance, General
Principal Financial Group June 2015 - August 2015
Signatures Salon October 2011 - August 2014
Education
St. Cloud State University 2012 — 2016
Finance, General
Carlos Alvarado Carlos Alvarado's Principal Financial Group Experience August 2014 - July 2015
Job Sr. Test Lead
Industry Information Technology and Services
Experience
Sogeti July 2015 - Present
Principal Financial Group August 2014 - July 2015
Walmart September 2010 - August 2014
Texas Instruments September 2009 - September 2010
Tecnológico de Monterrey January 2008 - December 2008
Skills
Java, JavaScript, PHP, SQL, C++, HTML, CSS, ClearCase, MS Project, Visio, Adobe Fireworks, ClearQuest, Photoshop, Programming Languages, Tortoise SVN, Project Management, Quality Assurance, Defect Tracking, Defect Life Cycle, Quality Center, ALM
Education
Tecnológico de Monterrey 2004 — 2009
B.S, Information Systems Engineering
Sogeti July 2015 - Present
Principal Financial Group August 2014 - July 2015
Walmart September 2010 - August 2014
Texas Instruments September 2009 - September 2010
Tecnológico de Monterrey January 2008 - December 2008
Skills
Java, JavaScript, PHP, SQL, C++, HTML, CSS, ClearCase, MS Project, Visio, Adobe Fireworks, ClearQuest, Photoshop, Programming Languages, Tortoise SVN, Project Management, Quality Assurance, Defect Tracking, Defect Life Cycle, Quality Center, ALM
Education
Tecnológico de Monterrey 2004 — 2009
B.S, Information Systems Engineering
Ken Kintzle, LUTCF, CEA, MBA Ken Kintzle, LUTCF, CEA, MBA's Principal Financial Group Experience 1992 - Present
Job Senior Financial Services Representative, Princor Registered Representative, Financial Advisor
Industry Financial Services
Experience
Principal Financial Group 1992 - Present
Skills
401(k), 403(b), SEP &..., Annuities (Variable &..., Asset Allocation, Business Continuation..., Disability Income..., Estate Planning, Executive Benefits..., Financial Needs Analysis, Income Protection, IRAs (Traditional &..., Long Term Care Insurance, Mutual Funds, Wealth Accumulation
Education
St. Ambrose University 1990 — 1991
Master of Business Administration (MBA), Business Administration and Management, General
St. Ambrose University 1986 — 1990
Bachelor of Arts (B.A.), Finance, General
Principal Financial Group 1992 - Present
Skills
401(k), 403(b), SEP &..., Annuities (Variable &..., Asset Allocation, Business Continuation..., Disability Income..., Estate Planning, Executive Benefits..., Financial Needs Analysis, Income Protection, IRAs (Traditional &..., Long Term Care Insurance, Mutual Funds, Wealth Accumulation
Education
St. Ambrose University 1990 — 1991
Master of Business Administration (MBA), Business Administration and Management, General
St. Ambrose University 1986 — 1990
Bachelor of Arts (B.A.), Finance, General
Lawrence D. Smith,CLU®, ChFC® Lawrence D. Smith,CLU®, ChFC®'s Principal Financial Group Experience 1994 - Present
Job Senior Financial Services Representative | Princor Registered Representative
Industry Financial Services
Experience
Principal Financial Group 1994 - Present
Transamerica October 2014 - August 2015
MassMutual Financial Group December 2010 - December 2011
MetLife June 2008 - December 2010
Skills
Disability Insurance, Annuities, Series 6, Consultative Selling, Business Protection, Wealth Transfer, Retirement Planning, Survivor Income, 401k Rollovers
Education
The American College 1997 — 2001
CLU, ChFC, Business and Financial Planning
State University of New York College at Potsdam 1973 — 1975
Bachelor of Science, Economics
Saranac Lake Community College 1970 — 1972
Associate of Science, Business Administration and Accounting
Principal Financial Group 1994 - Present
Transamerica October 2014 - August 2015
MassMutual Financial Group December 2010 - December 2011
MetLife June 2008 - December 2010
Skills
Disability Insurance, Annuities, Series 6, Consultative Selling, Business Protection, Wealth Transfer, Retirement Planning, Survivor Income, 401k Rollovers
Education
The American College 1997 — 2001
CLU, ChFC, Business and Financial Planning
State University of New York College at Potsdam 1973 — 1975
Bachelor of Science, Economics
Saranac Lake Community College 1970 — 1972
Associate of Science, Business Administration and Accounting
Denise A. Chisolm's Principal Financial Group Experience February 2000 - May 2010
Job Vice President, Fiduciary Management at Legacy Advisory Partners
Industry Financial Services
Experience
Legacy Advisory Partners July 2010 - Present
Principal Financial Group February 2000 - May 2010
Skills
Securities, Series 7, Investments, Financial Services, ERISA, Financial Advisory, Series 24, Retirement Planning, Retirement, 401k, Leadership, Management, Finance, Investment Advisory, FINRA
Education
Keller Graduate School of Management
MBA, General Management, Marketing
St. John's University
Bachelor of Science, Criminal Justice, Psychology
Legacy Advisory Partners July 2010 - Present
Principal Financial Group February 2000 - May 2010
Skills
Securities, Series 7, Investments, Financial Services, ERISA, Financial Advisory, Series 24, Retirement Planning, Retirement, 401k, Leadership, Management, Finance, Investment Advisory, FINRA
Education
Keller Graduate School of Management
MBA, General Management, Marketing
St. John's University
Bachelor of Science, Criminal Justice, Psychology
Stacey Harmsen Stacey Harmsen's Principal Financial Group Experience 2000 - 2003
Job Promotional and Advertising Specialties Sales at Harmsen Marketing Company
Industry Marketing and Advertising
Experience
Harmsen Marketing, LLC December 2009 - Present
Concord Marketing Solutions October 2010 - May 2014
Second Story Promotions, Inc. August 2009 - December 2009
Second Story Promotions March 2008 - August 2009
Second Story Promotions August 2004 - March 2008
Principal Financial Group 2000 - 2003
Skills
Marketing, Sales, Direct Marketing, Advertising, Customer Service, Direct Mail, Market Research, Corporate Gifts, Business Development, Social Networking, Sales Management, Project Management, Small Business, Team Building, E-commerce, Fundraising, Trade Shows, Event Planning, Social Media Marketing, Email Marketing, Leadership, Online Advertising, Contract Negotiation, B2B, Lead Generation, Event Management, Cold Calling, Online Marketing
Education
St. Ambrose University 1992 — 1996
Bachleor or Arts, Psychology
Harmsen Marketing, LLC December 2009 - Present
Concord Marketing Solutions October 2010 - May 2014
Second Story Promotions, Inc. August 2009 - December 2009
Second Story Promotions March 2008 - August 2009
Second Story Promotions August 2004 - March 2008
Principal Financial Group 2000 - 2003
Skills
Marketing, Sales, Direct Marketing, Advertising, Customer Service, Direct Mail, Market Research, Corporate Gifts, Business Development, Social Networking, Sales Management, Project Management, Small Business, Team Building, E-commerce, Fundraising, Trade Shows, Event Planning, Social Media Marketing, Email Marketing, Leadership, Online Advertising, Contract Negotiation, B2B, Lead Generation, Event Management, Cold Calling, Online Marketing
Education
St. Ambrose University 1992 — 1996
Bachleor or Arts, Psychology
Hannah Lee's Principal Financial Group Experience May 2014 - Present
Job Marketing Consultant at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group May 2014 - Present
Principal Financial Group June 2011 - May 2014
Iowa City Area Chamber of Commerce September 2010 - January 2011
Allsteel May 2010 - August 2010
University of Iowa - Office of Admissions January 2009 - January 2010
Education
University of Iowa - Henry B. Tippie College of Business 2007 — 2011
Bachelor of Business Administration (BBA)
Sungkyunkwan University 2008 — 2008
Principal Financial Group May 2014 - Present
Principal Financial Group June 2011 - May 2014
Iowa City Area Chamber of Commerce September 2010 - January 2011
Allsteel May 2010 - August 2010
University of Iowa - Office of Admissions January 2009 - January 2010
Education
University of Iowa - Henry B. Tippie College of Business 2007 — 2011
Bachelor of Business Administration (BBA)
Sungkyunkwan University 2008 — 2008
Richard Goldberg, CLU, ChFC,CFP Richard Goldberg, CLU, ChFC,CFP's Principal Financial Group Experience June 1992 - Present
Job Senior Financial Services Representative, Princor Registered Representative, Financial Advisor
Industry Financial Services
Experience
Principal Financial Group June 1992 - Present
Skills
Retirement Planning, Retirement, IRAs, 401k, Estate Planning, Fixed Annuities, Series 7, Financial Services, Insurance, Mutual Funds, Wealth Management, Life Insurance, Finance, Investments, Series 63, Asset Allocation, Disability Insurance, Strategic Financial..., Securities, Business Continuation..., College Funding..., Executive Benefit..., Pension Plans, Wealth Accumulation
Education
Brooklyn Technical High School 1977 — 1980
State University of New York College at Oneonta
Principal Financial Group June 1992 - Present
Skills
Retirement Planning, Retirement, IRAs, 401k, Estate Planning, Fixed Annuities, Series 7, Financial Services, Insurance, Mutual Funds, Wealth Management, Life Insurance, Finance, Investments, Series 63, Asset Allocation, Disability Insurance, Strategic Financial..., Securities, Business Continuation..., College Funding..., Executive Benefit..., Pension Plans, Wealth Accumulation
Education
Brooklyn Technical High School 1977 — 1980
State University of New York College at Oneonta
Angela C. Weeks Angela C. Weeks's Principal Financial Group Experience 1991 - 1999
Job Marketing Sales Project Manager || Trade Show Coordinator Planner || Pursuing New Career Opportunity
Industry Events Services
Experience
American Solutions for Business 2001 - Present
American Diversity Business Solutions 2003 - Present
FootbalTailgaters.com 2000 - 2001
Principal Financial Group 1991 - 1999
Bradshaw, Fowler, Proctor & Fairgrave, P.C. 1988 - 1991
Skills
Customer Service, Creativity, Meet Deadlines, Supplier Negotiation, Creative Solutions, Solution Selling, Purchasing, Account Management, Research, Trade Shows, Public Speaking, Managing Project Budgets, Team Building, Project Management, Print Management, Fundraising, Problem Solving, Promotional Solutions, Collections, Restructuring, Event Planning, Negotiation, Business Travel, Marketing, Qualitative Research, Budgets, Direct Marketing, B2B, Email Marketing, Advertising, Lead Generation, Marketing Strategy, Direct Sales, Sales Management, Cold Calling, Sales Operations, New Business Development, Sales Process, Marketing Communications, Product Marketing, Corporate Gifts, Direct Mail, Microsoft Office, Deductive Reasoning, Sales, Leadership, Social Media Marketing, Business Development, Contract Negotiation, Selling
Education
St. Ambrose University
Bachelor of Arts (B.A.), Pre-Law Studies
United Township High School
American Solutions for Business 2001 - Present
American Diversity Business Solutions 2003 - Present
FootbalTailgaters.com 2000 - 2001
Principal Financial Group 1991 - 1999
Bradshaw, Fowler, Proctor & Fairgrave, P.C. 1988 - 1991
Skills
Customer Service, Creativity, Meet Deadlines, Supplier Negotiation, Creative Solutions, Solution Selling, Purchasing, Account Management, Research, Trade Shows, Public Speaking, Managing Project Budgets, Team Building, Project Management, Print Management, Fundraising, Problem Solving, Promotional Solutions, Collections, Restructuring, Event Planning, Negotiation, Business Travel, Marketing, Qualitative Research, Budgets, Direct Marketing, B2B, Email Marketing, Advertising, Lead Generation, Marketing Strategy, Direct Sales, Sales Management, Cold Calling, Sales Operations, New Business Development, Sales Process, Marketing Communications, Product Marketing, Corporate Gifts, Direct Mail, Microsoft Office, Deductive Reasoning, Sales, Leadership, Social Media Marketing, Business Development, Contract Negotiation, Selling
Education
St. Ambrose University
Bachelor of Arts (B.A.), Pre-Law Studies
United Township High School
Joyce Kutin RN, MSN, MOL's Principal Financial Group Experience November 2002 - June 2005
Job Clinical Documentation Specialist
Industry Hospital & Health Care
Experience
The University of Iowa Health Care July 2009 - Present
VA Medical Center November 2007 - May 2008
Bickford Cottage Assisted Living April 2007 - September 2007
Outcomes Health Information Solutions March 2007 - April 2007
Beacon of Hope Hospice September 2006 - January 2007
Lantern Park Nursing and Rehab Center June 2005 - June 2006
Principal Financial Group November 2002 - June 2005
St. Luke's Hospital February 1997 - November 2002
Skills
Nursing, Critical Care, Cardiology, BLS, Healthcare, Healthcare Management, Hospitals, Healthcare Information..., Clinical Research, Case Managment, Home Care, Managed Care, EMR, Process Improvement, Informatics, Epic Systems, Encoders, Centricity, Team Leadership, Patient Advocacy, Strategic Communications, CDISC, Problem Solving, Situational Leadership, Quality Management, DRG, Cross-functional Team..., Physicians, Medicine, ICU, EHR, Inpatient, Patient Safety, HIPAA, Quality Improvement, Healthcare Consulting, Medicare, Medicaid, Leadership, Case Management
Education
Mount Mercy University 2012 — 2014
Master's Degree, Registered Nursing, Nursing Administration, Nursing Research and Clinical Nursing
St. Ambrose University 2009 — 2011
Master's Degree, Organizational Leadership
Hamilton College 2000 — 2005
BS, applied business Mangagement
Hawkeye Community College 1986 — 1988
AS, Nursing
North Tama County Community 1961 — 1974
diploma
The University of Iowa Health Care July 2009 - Present
VA Medical Center November 2007 - May 2008
Bickford Cottage Assisted Living April 2007 - September 2007
Outcomes Health Information Solutions March 2007 - April 2007
Beacon of Hope Hospice September 2006 - January 2007
Lantern Park Nursing and Rehab Center June 2005 - June 2006
Principal Financial Group November 2002 - June 2005
St. Luke's Hospital February 1997 - November 2002
Skills
Nursing, Critical Care, Cardiology, BLS, Healthcare, Healthcare Management, Hospitals, Healthcare Information..., Clinical Research, Case Managment, Home Care, Managed Care, EMR, Process Improvement, Informatics, Epic Systems, Encoders, Centricity, Team Leadership, Patient Advocacy, Strategic Communications, CDISC, Problem Solving, Situational Leadership, Quality Management, DRG, Cross-functional Team..., Physicians, Medicine, ICU, EHR, Inpatient, Patient Safety, HIPAA, Quality Improvement, Healthcare Consulting, Medicare, Medicaid, Leadership, Case Management
Education
Mount Mercy University 2012 — 2014
Master's Degree, Registered Nursing, Nursing Administration, Nursing Research and Clinical Nursing
St. Ambrose University 2009 — 2011
Master's Degree, Organizational Leadership
Hamilton College 2000 — 2005
BS, applied business Mangagement
Hawkeye Community College 1986 — 1988
AS, Nursing
North Tama County Community 1961 — 1974
diploma
Scott Brooks's Principal Financial Group Experience March 2012 - Present
Job
Industry Financial Services
Experience
Principal Financial Group March 2012 - Present
Education
State University of New York College at Oneonta 2007 — 2011
Bachelor of Science, Business Economic, Minor: Business Communications
Oceaside Senior High School 2003 — 2007
Principal Financial Group March 2012 - Present
Education
State University of New York College at Oneonta 2007 — 2011
Bachelor of Science, Business Economic, Minor: Business Communications
Oceaside Senior High School 2003 — 2007
Jianglin (Camia) Gui Jianglin (Camia) Gui's Principal Financial Group Experience February 2012 - May 2012
Job Senior Account Executive at Blue Hive (WPP)
Industry Marketing and Advertising
Experience
Blue Hive (WPP) September 2015 - Present
Bolt Digital Agency November 2014 - August 2015
California Wine Cellars Inc. June 2014 - August 2014
Syracuse University August 2012 - May 2014
Markonme January 2013 - August 2013
Onswipe May 2012 - August 2012
Principal Financial Group February 2012 - May 2012
China Merchants Bank May 2011 - July 2011
Syracuse University January 2010 - May 2011
Skills
Marketing Research, CRM, CSS, Matlab, Social Media Marketing, Event Management, Leadership, Product Development, Brand Management, Marketing, Digital Marketing, SEO, Strategic Planning, Product Management, Microsoft Office, Minitab, Google Analytics, Financial Modeling, Risk Analysis, Excel VBA, Java, Adobe Creative Suite, Value Investing, Project Management, Business Strategy
Education
Syracuse University - Martin J. Whitman School of Management 2009 — 2014
Bachelor of Science (Hons.), Double Majors in Finance and Marketing Management; Minor in Mathmatics, Cumulative GPA: 3.7 Marketing Major GPA: 4.0
Blue Hive (WPP) September 2015 - Present
Bolt Digital Agency November 2014 - August 2015
California Wine Cellars Inc. June 2014 - August 2014
Syracuse University August 2012 - May 2014
Markonme January 2013 - August 2013
Onswipe May 2012 - August 2012
Principal Financial Group February 2012 - May 2012
China Merchants Bank May 2011 - July 2011
Syracuse University January 2010 - May 2011
Skills
Marketing Research, CRM, CSS, Matlab, Social Media Marketing, Event Management, Leadership, Product Development, Brand Management, Marketing, Digital Marketing, SEO, Strategic Planning, Product Management, Microsoft Office, Minitab, Google Analytics, Financial Modeling, Risk Analysis, Excel VBA, Java, Adobe Creative Suite, Value Investing, Project Management, Business Strategy
Education
Syracuse University - Martin J. Whitman School of Management 2009 — 2014
Bachelor of Science (Hons.), Double Majors in Finance and Marketing Management; Minor in Mathmatics, Cumulative GPA: 3.7 Marketing Major GPA: 4.0
Rodger Chandler's Principal Financial Group Experience February 2015 - Present
Job Financial Services Representative, Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group February 2015 - Present
Thirteen Group, LLC January 2010 - February 2015
Mariner Productions, LLC June 2005 - April 2010
Dieter Franck LLC/Design Built, LLC January 2000 - May 2005
TwentyFour 7 August 1996 - August 1999
Skills
Informal Business..., Executive Benefits..., Deferred Compensation..., Business Continuation..., Business Development, Income Protection, Strategy, New Business Development, Contract Negotiation, Customer Service, CRM, Strategic Planning, Sales Management, Construction, Marketing Strategy, Team Building, Marketing, Retail, Negotiation, Project Planning, Budgets, Project Management, Cold Calling, Sales Operations, Online Marketing, Business Planning, Entrepreneurship, Product Marketing, B2B, Start-ups, Product Development, Business Strategy, Account Management, Advertising, Team Leadership, Manufacturing, Asset Allocation, Wealth Accumulation, Series 6, 63,..., Key Person Insurance, Sales, Management, Leadership, Finance, Financial Services, Contract Management, Program Management, Small Business
Education
Bill Gove Speech Workshop 2009 — 2009
Tacoma Community College 1981 — 1983
Peninsula High School
Principal Financial Group February 2015 - Present
Thirteen Group, LLC January 2010 - February 2015
Mariner Productions, LLC June 2005 - April 2010
Dieter Franck LLC/Design Built, LLC January 2000 - May 2005
TwentyFour 7 August 1996 - August 1999
Skills
Informal Business..., Executive Benefits..., Deferred Compensation..., Business Continuation..., Business Development, Income Protection, Strategy, New Business Development, Contract Negotiation, Customer Service, CRM, Strategic Planning, Sales Management, Construction, Marketing Strategy, Team Building, Marketing, Retail, Negotiation, Project Planning, Budgets, Project Management, Cold Calling, Sales Operations, Online Marketing, Business Planning, Entrepreneurship, Product Marketing, B2B, Start-ups, Product Development, Business Strategy, Account Management, Advertising, Team Leadership, Manufacturing, Asset Allocation, Wealth Accumulation, Series 6, 63,..., Key Person Insurance, Sales, Management, Leadership, Finance, Financial Services, Contract Management, Program Management, Small Business
Education
Bill Gove Speech Workshop 2009 — 2009
Tacoma Community College 1981 — 1983
Peninsula High School
Ed Laders Ed Laders's Principal Financial Group Experience March 1996 - December 2009
Job President and Managing Partner, The Independent Advisor Network, LLC
Industry Financial Services
Experience
The Independent Advisor Network, LLC January 2010 - Present
Principal Financial Group March 1996 - December 2009
Skills
Insurance, Underwriting, Leadership, Management, Defined Benefit
Education
SUNY Brockport 1972 — 1977
BS/MS, Education/Educational Administration
The Independent Advisor Network, LLC January 2010 - Present
Principal Financial Group March 1996 - December 2009
Skills
Insurance, Underwriting, Leadership, Management, Defined Benefit
Education
SUNY Brockport 1972 — 1977
BS/MS, Education/Educational Administration
Traci Baker Traci Baker's Principal Financial Group Experience December 2002 - February 2011
Job Staff Valleyfest
Industry Fund-Raising
Experience
American Cancer Society October 2012 - September 2013
Principal Financial Group December 2002 - February 2011
ACS Relay for Life 1997 - 2011
Phenneger & Morgan Inc December 1999 - December 2002
Principal Financial Group August 1996 - December 1999
Skills
Training, Customer Service, Teamwork, Fundraising, Nonprofits, Management, Event Planning, Human Resources, Retirement Planning, ERISA, Pensions, Financial Services, Business Development, Employee Benefits
Education
Spokane Community College 2013 — 2016
Associate’s Degree, Medical Office Assistant/Specialist
American Cancer Society October 2012 - September 2013
Principal Financial Group December 2002 - February 2011
ACS Relay for Life 1997 - 2011
Phenneger & Morgan Inc December 1999 - December 2002
Principal Financial Group August 1996 - December 1999
Skills
Training, Customer Service, Teamwork, Fundraising, Nonprofits, Management, Event Planning, Human Resources, Retirement Planning, ERISA, Pensions, Financial Services, Business Development, Employee Benefits
Education
Spokane Community College 2013 — 2016
Associate’s Degree, Medical Office Assistant/Specialist
Cheryl Lalicker Cheryl Lalicker's Principal Financial Group Experience October 2003 - June 2004
Job Service Cordinator at Parsec Computer Corp
Industry
Experience
Parsec Computer Corp November 2010 - Present
State Transmissions February 2005 - May 2010
Kelly's Telecommunications September 2004 - February 2005
Principal Financial Group October 2003 - June 2004
Skills
Customer Service, Data Entry, Administrative..., Outlook, Telephone Skills, Lotus Notes, QuickBooks, Microsoft Word, ConnectWise, Payroll, Accounts Payable, Accounts Receivable, Bookkeeping, Office Administration, Invoicing, Office Management, Filing, Fax, Spreadsheets, File Management, 10 Key, Office Equipment, Call Centers, Human Resources, Confidentiality, Expenses, Calendaring, Travel Arrangements, Expense Reports, Receptionist Duties, Invoice Processing
Education
Spokane Community College 2000 — 2003
Associate of Arts and Sciences (AAS), Administrative Assistant and Secretarial Science, General
Parsec Computer Corp November 2010 - Present
State Transmissions February 2005 - May 2010
Kelly's Telecommunications September 2004 - February 2005
Principal Financial Group October 2003 - June 2004
Skills
Customer Service, Data Entry, Administrative..., Outlook, Telephone Skills, Lotus Notes, QuickBooks, Microsoft Word, ConnectWise, Payroll, Accounts Payable, Accounts Receivable, Bookkeeping, Office Administration, Invoicing, Office Management, Filing, Fax, Spreadsheets, File Management, 10 Key, Office Equipment, Call Centers, Human Resources, Confidentiality, Expenses, Calendaring, Travel Arrangements, Expense Reports, Receptionist Duties, Invoice Processing
Education
Spokane Community College 2000 — 2003
Associate of Arts and Sciences (AAS), Administrative Assistant and Secretarial Science, General
Jeff Currie Jeff Currie's Principal Financial Group Experience August 2012 - Present
Job Director, NQ Client Services at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group August 2012 - Present
Clark Consulting August 2007 - July 2012
Clark Consulting October 2001 - August 2007
Clark Consulting April 1998 - October 2001
Clark Consulting October 1996 - April 1998
Skills
Deferred Compensation, Life Insurance, Series 63, Series 6
Education
Stephen F. Austin State University 1992 — 1996
B.B.A, Accounting
Principal Financial Group August 2012 - Present
Clark Consulting August 2007 - July 2012
Clark Consulting October 2001 - August 2007
Clark Consulting April 1998 - October 2001
Clark Consulting October 1996 - April 1998
Skills
Deferred Compensation, Life Insurance, Series 63, Series 6
Education
Stephen F. Austin State University 1992 — 1996
B.B.A, Accounting
Stella (Stella McAllister) Weathers Stella (Stella McAllister) Weathers's Principal Financial Group Experience April 2007 - April 2007
Job Solutions Associate
Industry Financial Services
Experience
Prudential Financial August 2008 - Present
AETNA, INC July 2007 - July 2008
Principal Financial Group April 2007 - April 2007
HARTFORD LIFE INSURANCE April 2006 - March 2007
HARTFORD LIFE INSURANCE November 2004 - April 2006
Skills
Customer Service, Insurance, Access, Employee Benefits
Education
Temple University
Bachelor of Arts, Communications
Prudential Financial August 2008 - Present
AETNA, INC July 2007 - July 2008
Principal Financial Group April 2007 - April 2007
HARTFORD LIFE INSURANCE April 2006 - March 2007
HARTFORD LIFE INSURANCE November 2004 - April 2006
Skills
Customer Service, Insurance, Access, Employee Benefits
Education
Temple University
Bachelor of Arts, Communications
Melissa Dammeier Melissa Dammeier's Principal Financial Group Experience March 2005 - Present
Job Assistant Director, IT at Principal Financial Group
Industry Information Technology and Services
Experience
Principal Financial Group March 2005 - Present
Principal Financial Group June 2000 - February 2005
John Deere Credit June 1998 - May 2000
CUNA Mutual Group September 1993 - May 1998
The Continuum Company January 1988 - August 1993
Skills
Business Analysis, SDLC, Visio, Vendor Management, IT Strategy, Requirements Analysis, SharePoint, Software Project..., Disaster Recovery, Requirements Gathering, Business Requirements
Education
Texas A&M University 1983 — 1987
BBA, Business Analysis
Principal Financial Group March 2005 - Present
Principal Financial Group June 2000 - February 2005
John Deere Credit June 1998 - May 2000
CUNA Mutual Group September 1993 - May 1998
The Continuum Company January 1988 - August 1993
Skills
Business Analysis, SDLC, Visio, Vendor Management, IT Strategy, Requirements Analysis, SharePoint, Software Project..., Disaster Recovery, Requirements Gathering, Business Requirements
Education
Texas A&M University 1983 — 1987
BBA, Business Analysis
Ben Hall Ben Hall's Principal Financial Group Experience March 2006 - February 2013
Job VP & Managing Director JKJ Retirement Services at Johnson, Kendall & Johnson
Industry Financial Services
Experience
Johnson, Kendall & Johnson, Inc. February 2013 - Present
Principal Financial Group March 2006 - February 2013
Lincoln Financial Group May 2003 - March 2006
1934 Group January 1999 - May 2003
Skills
401(k), 403(b), 457 Plans, Defined Contribuiton, Defined Benefit, Pensions, Cash Balance, Executive Benefit..., Non-Qualified Deferred..., SERPs, LTIP, COLI, ESOP, Employer-Sponsored..., Corporate Retirement..., Co-Fiduciary, 3(21), 3(38)
Education
Swarthmore College 1994 — 1998
BS, Engineering
Villanova University 2007 — 2009
MBA
Johnson, Kendall & Johnson, Inc. February 2013 - Present
Principal Financial Group March 2006 - February 2013
Lincoln Financial Group May 2003 - March 2006
1934 Group January 1999 - May 2003
Skills
401(k), 403(b), 457 Plans, Defined Contribuiton, Defined Benefit, Pensions, Cash Balance, Executive Benefit..., Non-Qualified Deferred..., SERPs, LTIP, COLI, ESOP, Employer-Sponsored..., Corporate Retirement..., Co-Fiduciary, 3(21), 3(38)
Education
Swarthmore College 1994 — 1998
BS, Engineering
Villanova University 2007 — 2009
MBA
Tom Montouri Tom Montouri's Principal Financial Group Experience April 1992 - April 2003
Job Senior Loan Officer at United Residential Mortgage, a Division of Provincial Bank. NMLS# 494974
Industry Financial Services
Experience
United Residential Mortgage, a Division of Provincial Bank May 2003 - Present
Principal Financial Group April 1992 - April 2003
Skills
Mortgage, VA, Loans, Refinance, Purchase, First Time Home Buyers, Loan Origination, FHA, Mortgage Lending
Education
St. Cloud State University
Bachelor of Science, Marketing
United Residential Mortgage, a Division of Provincial Bank May 2003 - Present
Principal Financial Group April 1992 - April 2003
Skills
Mortgage, VA, Loans, Refinance, Purchase, First Time Home Buyers, Loan Origination, FHA, Mortgage Lending
Education
St. Cloud State University
Bachelor of Science, Marketing
Ian Theis Ian Theis's Principal Financial Group Experience April 2007 - December 2010
Job Benefits Executive at Cottingham & Butler
Industry Insurance
Experience
Cottingham & Butler December 2012 - Present
Ameritas December 2010 - December 2012
Principal Financial Group April 2007 - December 2010
Principal Financial Group July 2003 - April 2007
Nationwide Insurance January 2003 - August 2003
Skills
Insurance, Underwriting, Employee Benefits, Customer Service, Customer Relations, Strategic Planning, Excel, Account Management, Problem Solving, Negotiation, Word, PowerPoint, Microsoft Office, Disability Insurance, Public Speaking, New Business Development, Public Relations, Marketing Communications, Marketing Strategy, Outlook, Dental, Social Media, Consultative Selling, Small Business, Voluntary Employee..., Life Insurance, Term Life Insurance, Brokers, Health Insurance, Retirement, Health Savings Accounts, 401k, Series 6, Selling, Sales, Leadership, Benefits Administration
Education
St. Ambrose University 1997 — 2001
Bachelor of Arts, Business Management and Organizations; Minor - Economics & General Business
Cottingham & Butler December 2012 - Present
Ameritas December 2010 - December 2012
Principal Financial Group April 2007 - December 2010
Principal Financial Group July 2003 - April 2007
Nationwide Insurance January 2003 - August 2003
Skills
Insurance, Underwriting, Employee Benefits, Customer Service, Customer Relations, Strategic Planning, Excel, Account Management, Problem Solving, Negotiation, Word, PowerPoint, Microsoft Office, Disability Insurance, Public Speaking, New Business Development, Public Relations, Marketing Communications, Marketing Strategy, Outlook, Dental, Social Media, Consultative Selling, Small Business, Voluntary Employee..., Life Insurance, Term Life Insurance, Brokers, Health Insurance, Retirement, Health Savings Accounts, 401k, Series 6, Selling, Sales, Leadership, Benefits Administration
Education
St. Ambrose University 1997 — 2001
Bachelor of Arts, Business Management and Organizations; Minor - Economics & General Business
Kevin Fleming MA, MBA, ATC/L Kevin Fleming MA, MBA, ATC/L's Principal Financial Group Experience August 2012 - August 2013
Job Athletic Trainer at Allegiance Health
Industry Health, Wellness and Fitness
Experience
Allegiance Health August 2014 - Present
West Michigan Wolves Tier III Junior Hockey June 2014 - August 2014
Physiotherapy Associates August 2013 - August 2014
Battle Creek Revolution Hockey Team October 2013 - June 2014
Principal Financial Group August 2012 - August 2013
MetLife September 2007 - May 2012
Albion High School August 2009 - May 2011
Chelsea Community Hospital September 2009 - March 2011
Ameriprise Financial Services, Inc. September 2005 - June 2007
Menards April 1999 - May 2005
Skills
Athletic Training, Rehabilitation, Sports Medicine, Strength Training, Healthcare, Exercise Physiology, Injury, Concussion...
Education
University of Iowa 1987 — 1989
Master of Arts (MA), Exercise Science/Athletic Training
University of Iowa 1980 — 1985
Bachelor of Science (BS), Secondary Education/Athletic Training
St. Ambrose University 1994 — 1998
Master of Business Administration (MBA), Management and Marketing
Allegiance Health August 2014 - Present
West Michigan Wolves Tier III Junior Hockey June 2014 - August 2014
Physiotherapy Associates August 2013 - August 2014
Battle Creek Revolution Hockey Team October 2013 - June 2014
Principal Financial Group August 2012 - August 2013
MetLife September 2007 - May 2012
Albion High School August 2009 - May 2011
Chelsea Community Hospital September 2009 - March 2011
Ameriprise Financial Services, Inc. September 2005 - June 2007
Menards April 1999 - May 2005
Skills
Athletic Training, Rehabilitation, Sports Medicine, Strength Training, Healthcare, Exercise Physiology, Injury, Concussion...
Education
University of Iowa 1987 — 1989
Master of Arts (MA), Exercise Science/Athletic Training
University of Iowa 1980 — 1985
Bachelor of Science (BS), Secondary Education/Athletic Training
St. Ambrose University 1994 — 1998
Master of Business Administration (MBA), Management and Marketing
Schorp Greg's Principal Financial Group Experience May 2011 - Present
Job Regional Vice President Principal Funds
Industry Financial Services
Experience
Principal Financial Group May 2011 - Present
ING 2006 - 2011
Skills
Series 63, Series 7
Education
Texas A&M University 1990 — 1995
Bachelor of Science (BS), Industrial Engineering
Principal Financial Group May 2011 - Present
ING 2006 - 2011
Skills
Series 63, Series 7
Education
Texas A&M University 1990 — 1995
Bachelor of Science (BS), Industrial Engineering
Kevin Stych's Principal Financial Group Experience August 1988 - January 1989
Job VP, National Sales Manager at Voya Financial
Industry Financial Services
Experience
Voya Financial September 2014 - Present
ING Financial Partners November 1996 - September 2014
Dreyfus Service Corporation January 1990 - November 1996
Principal Financial Group August 1988 - January 1989
Skills
Series 7, Financial Services, Mutual Funds, Retirement Planning, Series 63, Sales, Retirement, Investments, Fixed Annuities, Securities, Wealth Management, Finance, Strategic Financial..., Investment Advisory, Risk Management, Asset Management, Strategic Planning, 401k, Asset Allocation, Series 6
Education
St. Ambrose University 1986 — 1988
MBA, Business
University of Iowa 1982 — 1986
BBA, Marketing
Voya Financial September 2014 - Present
ING Financial Partners November 1996 - September 2014
Dreyfus Service Corporation January 1990 - November 1996
Principal Financial Group August 1988 - January 1989
Skills
Series 7, Financial Services, Mutual Funds, Retirement Planning, Series 63, Sales, Retirement, Investments, Fixed Annuities, Securities, Wealth Management, Finance, Strategic Financial..., Investment Advisory, Risk Management, Asset Management, Strategic Planning, 401k, Asset Allocation, Series 6
Education
St. Ambrose University 1986 — 1988
MBA, Business
University of Iowa 1982 — 1986
BBA, Marketing
Aaron Finch's Principal Financial Group Experience May 2013 - July 2015
Job Regional Vice President of Sales at Voya Financial
Industry Financial Services
Experience
Voya Financial July 2015 - Present
Principal Financial Group May 2013 - July 2015
The Principal Financial Group April 2008 - May 2013
Sage Rutty & Company November 2004 - April 2008
Global Crossing Communication March 2003 - November 2004
Skills
Series 7, Series 63, Series 65, Investments, Qualified Retirement..., Retirement Plan..., Mutual Funds, Retirement Planning, Asset Allocation, Employee Benefits, IRAs, ESOP
Education
St. John Fisher College 2000 — 2002
Bachelor's degree
Webster High School 1996 — 1998
Webster High School 1995 — 1998
Voya Financial July 2015 - Present
Principal Financial Group May 2013 - July 2015
The Principal Financial Group April 2008 - May 2013
Sage Rutty & Company November 2004 - April 2008
Global Crossing Communication March 2003 - November 2004
Skills
Series 7, Series 63, Series 65, Investments, Qualified Retirement..., Retirement Plan..., Mutual Funds, Retirement Planning, Asset Allocation, Employee Benefits, IRAs, ESOP
Education
St. John Fisher College 2000 — 2002
Bachelor's degree
Webster High School 1996 — 1998
Webster High School 1995 — 1998
Shawn Garrington's Principal Financial Group Experience May 2006 - February 2010
Job District Network and Security Specialist at Marshalltown Community School District
Industry Financial Services
Experience
Marshalltown Community School District May 2011 - Present
ITAGroup June 2010 - May 2011
Principal Financial Group May 2006 - February 2010
Kaplan Higher Education 2004 - 2006
Nebraska College of Business March 2000 - December 2003
Skills
Project Management, Security, Networking, Team Building, Troubleshooting, Windows, Team Leadership, Strategic Planning, Powershell, Disaster Recovery, Windows Server, Change Management, Computer Hardware, Program Management, Account Management
Education
Strayer University 2002 — 2005
BA, Computer Networking
Nebraska College of Business (Hamilton College) 2000 — 2001
AAS, Computer Networking
Marshalltown Community School District May 2011 - Present
ITAGroup June 2010 - May 2011
Principal Financial Group May 2006 - February 2010
Kaplan Higher Education 2004 - 2006
Nebraska College of Business March 2000 - December 2003
Skills
Project Management, Security, Networking, Team Building, Troubleshooting, Windows, Team Leadership, Strategic Planning, Powershell, Disaster Recovery, Windows Server, Change Management, Computer Hardware, Program Management, Account Management
Education
Strayer University 2002 — 2005
BA, Computer Networking
Nebraska College of Business (Hamilton College) 2000 — 2001
AAS, Computer Networking
Melissa Neuendorf's Principal Financial Group Experience January 2008 - December 2012
Job Strategic Product Owner at John Deere
Industry Computer Software
Experience
John Deere March 2015 - Present
John Deere January 2013 - Present
Principal Financial Group January 2008 - December 2012
Planview, Inc. October 2004 - January 2008
Skills
SDLC, Business Analysis, Project Portfolio..., Requirements Analysis, Software Project..., Process Improvement, Business Requirements, Agile Methodologies, Visio, Business Process..., Requirements Gathering, Resource Management, PMO, Business Process, SharePoint
Education
University of Northern Iowa 1997 — 2001
Bachelor of Arts (BA), Organizational Communication, General
University of Wales, Swansea
John Deere March 2015 - Present
John Deere January 2013 - Present
Principal Financial Group January 2008 - December 2012
Planview, Inc. October 2004 - January 2008
Skills
SDLC, Business Analysis, Project Portfolio..., Requirements Analysis, Software Project..., Process Improvement, Business Requirements, Agile Methodologies, Visio, Business Process..., Requirements Gathering, Resource Management, PMO, Business Process, SharePoint
Education
University of Northern Iowa 1997 — 2001
Bachelor of Arts (BA), Organizational Communication, General
University of Wales, Swansea
Gary DiLoreto's Principal Financial Group Experience October 2010 - Present
Job Regional Retirement Specialist for California/Senior Sales Rep for Principal Financial Group/Princor Registered Rep
Industry Financial Services
Experience
Principal Financial Group October 2010 - Present
ADP September 2008 - October 2010
Indymac Bank April 2007 - November 2007
Argent Mortgage 2005 - 2007
CitiStreet April 2002 - April 2005
Skills
Retirement Planning, Retirement, 401k, Business Development, Communication
Education
State University of New York College at Oneonta 1996 — 2000
Bachelor of Arts (B.A.), Economics
SUNY Oneonta
Economics
Principal Financial Group October 2010 - Present
ADP September 2008 - October 2010
Indymac Bank April 2007 - November 2007
Argent Mortgage 2005 - 2007
CitiStreet April 2002 - April 2005
Skills
Retirement Planning, Retirement, 401k, Business Development, Communication
Education
State University of New York College at Oneonta 1996 — 2000
Bachelor of Arts (B.A.), Economics
SUNY Oneonta
Economics
Jeffrey Douglass's Principal Financial Group Experience July 2015 - Present
Job Financial Advisor at Principal Financial Group
Industry Executive Office
Experience
Principal Financial Group July 2015 - Present
SensGard LLC January 2015 - Present
Dicle Gida Ve Tarim December 2012 - January 2015
Blackbox Biometrics, Inc. March 2013 - October 2014
VWR Education 2010 - 2012
VWR Education 2004 - 2012
Ward's Natural Science 2004 - 2007
Ward's Natural Science 2002 - 2004
Ward's Natural Science 1998 - 2002
Ward's Natural Science 1992 - 1998
Skills
Global P&L Management, Global Business..., Strategic Planning, Building High..., Sales & Marketing..., Building Business..., Setting Strategic..., EBITDA Growth, International Business..., Rainmaker, Large Deals, Global Compliance, Salesforce.com, Sustainable Growth, Building Brand Awareness, Energetic Leader, Integrated..., Sales & Marketing..., Sales Leadership..., Coaching, Business Strategy, Cross-functional Team..., Value Propositions, Branding & Identity, Sales Cycle Management, Strategic Vision, Competitive..., QlikView, iWork, P&L Management, Sales Operations, Management, Sales, Leadership, Account Management, Strategy, Strategic Partnerships, Business Development, Sales Management, Business Planning
Education
State University of New York College at Geneseo 1985 — 1989
Bachelor of Science, Biology, General
State University of NY at Cortland 1991 — 1992
Master's degree, Secondary Education and Teaching
Principal Financial Group July 2015 - Present
SensGard LLC January 2015 - Present
Dicle Gida Ve Tarim December 2012 - January 2015
Blackbox Biometrics, Inc. March 2013 - October 2014
VWR Education 2010 - 2012
VWR Education 2004 - 2012
Ward's Natural Science 2004 - 2007
Ward's Natural Science 2002 - 2004
Ward's Natural Science 1998 - 2002
Ward's Natural Science 1992 - 1998
Skills
Global P&L Management, Global Business..., Strategic Planning, Building High..., Sales & Marketing..., Building Business..., Setting Strategic..., EBITDA Growth, International Business..., Rainmaker, Large Deals, Global Compliance, Salesforce.com, Sustainable Growth, Building Brand Awareness, Energetic Leader, Integrated..., Sales & Marketing..., Sales Leadership..., Coaching, Business Strategy, Cross-functional Team..., Value Propositions, Branding & Identity, Sales Cycle Management, Strategic Vision, Competitive..., QlikView, iWork, P&L Management, Sales Operations, Management, Sales, Leadership, Account Management, Strategy, Strategic Partnerships, Business Development, Sales Management, Business Planning
Education
State University of New York College at Geneseo 1985 — 1989
Bachelor of Science, Biology, General
State University of NY at Cortland 1991 — 1992
Master's degree, Secondary Education and Teaching
Krishna Pandeti's Principal Financial Group Experience February 2008 - May 2013
Job Sr Technical Consultant at Berkley Technology Services
Industry Computer Software
Experience
Berkley Technology Services May 2013 - Present
Principal Financial Group February 2008 - May 2013
Optimal Solutions Inc June 2002 - February 2008
GiantBear Inc May 2000 - June 2002
Skills
Java, J2EE, EJB, JMS, JSF, SOA, Spring, SOAP, Web Services, JAX-WS, JAX-RS, jQuery, Hibernate, MyBatis, Struts, XML, JSON, HTML 5, CSS3, Facelets, JSP, Log4J, Informatica, Maven, GIT, Subversion, DB2, Oracle, Microsoft SQL Server, SQL, UML, SDLC, Requirements Analysis, Agile Methodologies, Database Design, COBOL, Java Enterprise Edition, Visio
Education
Sri Venkateswara University 1992 — 1996
Bachelors, Mechanical Engineering
Berkley Technology Services May 2013 - Present
Principal Financial Group February 2008 - May 2013
Optimal Solutions Inc June 2002 - February 2008
GiantBear Inc May 2000 - June 2002
Skills
Java, J2EE, EJB, JMS, JSF, SOA, Spring, SOAP, Web Services, JAX-WS, JAX-RS, jQuery, Hibernate, MyBatis, Struts, XML, JSON, HTML 5, CSS3, Facelets, JSP, Log4J, Informatica, Maven, GIT, Subversion, DB2, Oracle, Microsoft SQL Server, SQL, UML, SDLC, Requirements Analysis, Agile Methodologies, Database Design, COBOL, Java Enterprise Edition, Visio
Education
Sri Venkateswara University 1992 — 1996
Bachelors, Mechanical Engineering
Claudia Lord's Principal Financial Group Experience 1992 - 2006
Job Data Analyst at St. Vincent Hospital
Industry Insurance
Experience
St. Vincent Hospital 2008 - Present
Principal Financial Group 1992 - 2006
Skills
Process Improvement, Customer Service, Insurance, Program Management, Public Speaking, Project Management, Human Resources, Employee Relations, Employee Benefits, Team Leadership, Management, Vendor Management, Training, Business Analysis, Access
Education
State University of New York College at Potsdam
St. Vincent Hospital 2008 - Present
Principal Financial Group 1992 - 2006
Skills
Process Improvement, Customer Service, Insurance, Program Management, Public Speaking, Project Management, Human Resources, Employee Relations, Employee Benefits, Team Leadership, Management, Vendor Management, Training, Business Analysis, Access
Education
State University of New York College at Potsdam
Richard Vyncke's Principal Financial Group Experience 1993 - 1995
Job IT Director Governor's Office of Information Technology
Industry Government Administration
Experience
Colorado Governor's Office of Information Technology 2010 - Present
Colorado Governor's Office of Information Technology 2008 - 2011
Colorado Department of Corrections 2004 - 2008
Pikes Peak Solutions, Inc. 2001 - 2004
Quilogy 1998 - 2001
Solutech 1995 - 1998
Principal Financial Group 1993 - 1995
Skills
Project Management, Leadership, Management, Training, Strategic Planning, IT Management, Software Development, Strategy, Research, Business Analysis, Program Management, Government, IT Strategy, Information Technology, Integration, Process Improvement, Security, Vendor Management, Policy, Customer Service..., ITIL v3 Foundations...
Education
St. Ambrose University 1988 — 1992
BA, Information Systems, Summa cum laude
Colorado Governor's Office of Information Technology 2010 - Present
Colorado Governor's Office of Information Technology 2008 - 2011
Colorado Department of Corrections 2004 - 2008
Pikes Peak Solutions, Inc. 2001 - 2004
Quilogy 1998 - 2001
Solutech 1995 - 1998
Principal Financial Group 1993 - 1995
Skills
Project Management, Leadership, Management, Training, Strategic Planning, IT Management, Software Development, Strategy, Research, Business Analysis, Program Management, Government, IT Strategy, Information Technology, Integration, Process Improvement, Security, Vendor Management, Policy, Customer Service..., ITIL v3 Foundations...
Education
St. Ambrose University 1988 — 1992
BA, Information Systems, Summa cum laude
Michael Begley's Principal Financial Group Experience February 2006 - May 2009
Job Agency Vice President at Ohio National Financial Services
Industry Financial Services
Experience
Ohio National Financial Services February 2014 - Present
OneAmerica Financial Group June 2009 - May 2013
Principal Financial Group February 2006 - May 2009
New England Financial 2002 - 2006
Mass Mutual February 1996 - February 2002
Skills
Retirement Planning, Disability Insurance, Life Insurance, Finance, Long-term Care, Fixed Annuities, Investments, IRAs, Insurance, Term Life Insurance, 401k, FINRA, Strategic Financial..., Public Speaking, Long Term Care Insurance, Training, Series 6, Recruiting, Management, Retirement, Marketing
Education
Westfield State College 1974 — 1976
BS, Criminal Justice
Spring Hill College 1972 — 1974
cathedral high school
Ohio National Financial Services February 2014 - Present
OneAmerica Financial Group June 2009 - May 2013
Principal Financial Group February 2006 - May 2009
New England Financial 2002 - 2006
Mass Mutual February 1996 - February 2002
Skills
Retirement Planning, Disability Insurance, Life Insurance, Finance, Long-term Care, Fixed Annuities, Investments, IRAs, Insurance, Term Life Insurance, 401k, FINRA, Strategic Financial..., Public Speaking, Long Term Care Insurance, Training, Series 6, Recruiting, Management, Retirement, Marketing
Education
Westfield State College 1974 — 1976
BS, Criminal Justice
Spring Hill College 1972 — 1974
cathedral high school
Tisha Lack's Principal Financial Group Experience March 1998 - May 2013
Job IT Data Analyst at John Deere Financial
Industry Information Technology and Services
Experience
John Deere Financial May 2013 - Present
Principal Financial Group March 1998 - May 2013
Skills
Business Analysis, SQL, Requirements Analysis, SharePoint, Visio, Requirements Gathering, Microsoft SQL Server, Process Improvement, DB2, Agile Methodologies, Data Warehousing, Software Project..., Disaster Recovery, Business Intelligence, Business Requirements, Enterprise Architecture
Education
Spokane Community College 1996 — 1997
Associate's degree, Computer Programming
John Deere Financial May 2013 - Present
Principal Financial Group March 1998 - May 2013
Skills
Business Analysis, SQL, Requirements Analysis, SharePoint, Visio, Requirements Gathering, Microsoft SQL Server, Process Improvement, DB2, Agile Methodologies, Data Warehousing, Software Project..., Disaster Recovery, Business Intelligence, Business Requirements, Enterprise Architecture
Education
Spokane Community College 1996 — 1997
Associate's degree, Computer Programming
Stan Barker's Principal Financial Group Experience 2003 - Present
Job Regional Retirement Plan Professional, Dir. of Business Development for Principal Financial Group / Princor Reg. Rep
Industry Financial Services
Experience
Principal Financial Group 2003 - Present
US Bank 1993 - 2003
EMJAY Corporation 1986 - 1993
Skills
Retirement Planning, Series 7, Employee Benefits, Defined Benefit, Investments, Wealth Management, Investment Strategies, Investment Advisory, Financial Planners, Financial Services, 401k, Financial Advisory, Retirement, Finance, Series 63, Mutual Funds, Asset Allocation, Series 6, Pensions, Strategic Financial..., Series 65, Securities, Alternative Investments
Education
St. Norbert College 1983 — 1986
Bachelor of Business Administration (BBA), Accounting / Finance
Principal Financial Group 2003 - Present
US Bank 1993 - 2003
EMJAY Corporation 1986 - 1993
Skills
Retirement Planning, Series 7, Employee Benefits, Defined Benefit, Investments, Wealth Management, Investment Strategies, Investment Advisory, Financial Planners, Financial Services, 401k, Financial Advisory, Retirement, Finance, Series 63, Mutual Funds, Asset Allocation, Series 6, Pensions, Strategic Financial..., Series 65, Securities, Alternative Investments
Education
St. Norbert College 1983 — 1986
Bachelor of Business Administration (BBA), Accounting / Finance
Parker Francis's Principal Financial Group Experience March 1998 - Present
Job Client Service Manager at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group March 1998 - Present
Skills
Series 7, Fixed Annuities, 401k, Retirement Planning, Mutual Funds, Defined Benefit, Retirement, Series 63, Asset Allocation, Series 6, Investments, Retirement Plan..., Investment Advisory, Defined Contribution, Profit Sharing, ERISA, IRAs, Investment Strategies, Pensions
Education
Whitworth University 2005 — 2007
Spokane Falls Community College 1996 — 1998
Business
Principal Financial Group March 1998 - Present
Skills
Series 7, Fixed Annuities, 401k, Retirement Planning, Mutual Funds, Defined Benefit, Retirement, Series 63, Asset Allocation, Series 6, Investments, Retirement Plan..., Investment Advisory, Defined Contribution, Profit Sharing, ERISA, IRAs, Investment Strategies, Pensions
Education
Whitworth University 2005 — 2007
Spokane Falls Community College 1996 — 1998
Business
Tim Kneuss's Principal Financial Group Experience April 1985 - April 1990
Job VP Business Information Services at Eldorado Computing
Industry Information Technology and Services
Experience
DataCodes August 2003 - Present
Eldorado Computing June 1997 - Present
RT Nelson & Associates April 1992 - June 1997
Wisconsin Health Organization April 1990 - April 1992
Principal Financial Group April 1985 - April 1990
Skills
Requirements Analysis, Business Analysis, Business Intelligence, SDLC, HTML, SharePoint, SQL, Claim, Unix, Testing, Healthcare Information..., Enterprise Architecture, Software Project..., Visio, Agile Methodologies, Microsoft SQL Server, Software Documentation, Software Development, Databases, Scrum, Business Process
Education
Taylor University 1980 — 1984
BA, Pre-Medical Biology
DataCodes August 2003 - Present
Eldorado Computing June 1997 - Present
RT Nelson & Associates April 1992 - June 1997
Wisconsin Health Organization April 1990 - April 1992
Principal Financial Group April 1985 - April 1990
Skills
Requirements Analysis, Business Analysis, Business Intelligence, SDLC, HTML, SharePoint, SQL, Claim, Unix, Testing, Healthcare Information..., Enterprise Architecture, Software Project..., Visio, Agile Methodologies, Microsoft SQL Server, Software Documentation, Software Development, Databases, Scrum, Business Process
Education
Taylor University 1980 — 1984
BA, Pre-Medical Biology
Marie Sale's Principal Financial Group Experience 2006 - 2008
Job Account Coordinator at Gallagher Benefit ServicesSt. Louis
Industry Insurance
Experience
Gallagher Benefit Services-St. Louis January 2009 - Present
Charles L. Crane Agency October 2009 - December 2009
Principal Financial Group 2006 - 2008
CIGNA Healthcare 1999 - 2006
United Healthcare September 1993 - September 1998
Skills
Insurance, Health Insurance, Employee Benefits, Term Life Insurance, Management, Brokers, Open Enrollment, Long-term Care, Marketing, Life Insurance, Medicare, Customer Service, Claim, Dentistry, Human Resources, Benefits Administration, Healthcare, Process Improvement, Managed Care, Negotiation, Health Savings Accounts, Underwriting, Retirement Planning, Program Management, Fixed Annuities, 401k
Education
St. Louis Community College 1975 — 1975
Business
Gallagher Benefit Services-St. Louis January 2009 - Present
Charles L. Crane Agency October 2009 - December 2009
Principal Financial Group 2006 - 2008
CIGNA Healthcare 1999 - 2006
United Healthcare September 1993 - September 1998
Skills
Insurance, Health Insurance, Employee Benefits, Term Life Insurance, Management, Brokers, Open Enrollment, Long-term Care, Marketing, Life Insurance, Medicare, Customer Service, Claim, Dentistry, Human Resources, Benefits Administration, Healthcare, Process Improvement, Managed Care, Negotiation, Health Savings Accounts, Underwriting, Retirement Planning, Program Management, Fixed Annuities, 401k
Education
St. Louis Community College 1975 — 1975
Business
Debe DeAngelo's Principal Financial Group Experience June 2013 - Present
Job Experienced Leader, Trainer, and Innovator
Industry Professional Training & Coaching
Experience
Principal Financial Group June 2013 - Present
World Class Travel Network August 2009 - Present
Tergar International January 2011 - September 2011
Travel Advisors International 2004 - 2009
Walt Disney Parks & Resorts November 2002 - July 2004
Liberty Travel 1992 - 2002
Skills
Training, Event Management, Leadership, Event Planning, Public Speaking, Marketing, Customer Service, Strategic Planning, Non-profits, Coaching, Team Building, Nonprofits, Marketing Strategy, Marketing Communications, Project Planning, Communication, Fundraising, Community Outreach, Leadership Development, Social Media Marketing, Project Management, CRM, Workshop Facilitation, Research, Program Development, Small Business, Budgets, Teamwork, Leisure Travel, Volunteer Management, Forecasting, Social Networking, Facilitation, Sales, Technology, Knitwear Designer, Extensive Personal...
Education
State University of New York College at Buffalo 1983 — 1988
BS, English Literature
Principal Financial Group June 2013 - Present
World Class Travel Network August 2009 - Present
Tergar International January 2011 - September 2011
Travel Advisors International 2004 - 2009
Walt Disney Parks & Resorts November 2002 - July 2004
Liberty Travel 1992 - 2002
Skills
Training, Event Management, Leadership, Event Planning, Public Speaking, Marketing, Customer Service, Strategic Planning, Non-profits, Coaching, Team Building, Nonprofits, Marketing Strategy, Marketing Communications, Project Planning, Communication, Fundraising, Community Outreach, Leadership Development, Social Media Marketing, Project Management, CRM, Workshop Facilitation, Research, Program Development, Small Business, Budgets, Teamwork, Leisure Travel, Volunteer Management, Forecasting, Social Networking, Facilitation, Sales, Technology, Knitwear Designer, Extensive Personal...
Education
State University of New York College at Buffalo 1983 — 1988
BS, English Literature
Ronnie Quinteros's Principal Financial Group Experience June 2008 - Present
Job Financial Services Representative at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group June 2008 - Present
First Investors Corporation December 2007 - June 2008
Lucky Brand Jeans April 2001 - December 2007
Education
St. Thomas University 1999 — 2009
MBA specializing in Accounting, accounting
St. Thomas University
B.B.A. in Accounting
Principal Financial Group June 2008 - Present
First Investors Corporation December 2007 - June 2008
Lucky Brand Jeans April 2001 - December 2007
Education
St. Thomas University 1999 — 2009
MBA specializing in Accounting, accounting
St. Thomas University
B.B.A. in Accounting
Paul Freitag's Principal Financial Group Experience October 2015 - Present
Job Account Executive Director, Principal Financial Group
Industry Insurance
Experience
Principal Financial Group October 2015 - Present
Principal Financial Group January 2005 - Present
Meeder Investment Management April 2003 - December 2004
General Pension Planning Corp. March 2000 - November 2001
Merrill Lynch March 1998 - March 2000
National City Bank February 1997 - March 1998
Fidelity Investments April 1995 - November 1997
Skills
Series 24, Public Speaking, Investment Advisory, Retirement Plan..., Qualified Retirement..., Team Leadership, Triathlon, Enrollment Services, Employee Benefits, Series 7, Relationship Mgmt, Pensions, Presentations, 401k, Defined Contribution, Larkspur, Morningstar, Defined Benefit, Profit Sharing, Retirement, Relationship Management, Investments, Asset Allocation, Financial Services, Investment Strategies, 403 b, FINRA, Mutual Funds, Retirement Planning, Financial Advisory, Series 6
Education
St. Joseph's College (IN) 1980 — 1984
BS, Accounting
Principal Financial Group October 2015 - Present
Principal Financial Group January 2005 - Present
Meeder Investment Management April 2003 - December 2004
General Pension Planning Corp. March 2000 - November 2001
Merrill Lynch March 1998 - March 2000
National City Bank February 1997 - March 1998
Fidelity Investments April 1995 - November 1997
Skills
Series 24, Public Speaking, Investment Advisory, Retirement Plan..., Qualified Retirement..., Team Leadership, Triathlon, Enrollment Services, Employee Benefits, Series 7, Relationship Mgmt, Pensions, Presentations, 401k, Defined Contribution, Larkspur, Morningstar, Defined Benefit, Profit Sharing, Retirement, Relationship Management, Investments, Asset Allocation, Financial Services, Investment Strategies, 403 b, FINRA, Mutual Funds, Retirement Planning, Financial Advisory, Series 6
Education
St. Joseph's College (IN) 1980 — 1984
BS, Accounting
Joe Campana's Principal Financial Group Experience September 2005 - December 2008
Job Group Insurance Manager at P&A Group
Industry Financial Services
Experience
P&A Group January 2010 - Present
Internal Revenue Service October 2009 - May 2010
Principal Financial Group September 2005 - December 2008
HSBC Bank USA October 2002 - September 2005
Edward Jones March 1999 - March 2002
Fidelity Investments November 1993 - March 1999
Skills
Portfolio Management, Sales, Marketing, Customer Service, Client Education, Investments, Insurance, Health Insurance, Microsoft Office, Microsoft Excel, Employee Benefits, Team Building, Strategic Planning, Financial Analysis, Account Management, Retirement Planning, Process Improvement, Leadership, Training, Sales Management, Management, Retirement, CRM, Strategic Financial..., 401k
Education
Stephen F. Austin State University 1982 — 1986
BS, Education
P&A Group January 2010 - Present
Internal Revenue Service October 2009 - May 2010
Principal Financial Group September 2005 - December 2008
HSBC Bank USA October 2002 - September 2005
Edward Jones March 1999 - March 2002
Fidelity Investments November 1993 - March 1999
Skills
Portfolio Management, Sales, Marketing, Customer Service, Client Education, Investments, Insurance, Health Insurance, Microsoft Office, Microsoft Excel, Employee Benefits, Team Building, Strategic Planning, Financial Analysis, Account Management, Retirement Planning, Process Improvement, Leadership, Training, Sales Management, Management, Retirement, CRM, Strategic Financial..., 401k
Education
Stephen F. Austin State University 1982 — 1986
BS, Education
Hugh O'Toole's Principal Financial Group Experience January 1999 - 2007
Job President at Viability Advisory Group
Industry Financial Services
Experience
Viability Advisory Group July 2014 - Present
MassMutual December 2007 - June 2014
Principal Financial Group January 1999 - 2007
Professional Pensions, Inc. May 1988 - December 1998
Lincoln Hall May 1987 - May 1988
Skills
401k, Series 7, ERISA, Retirement, Investment Advisory, Defined Benefit, Retirement Plan..., Retirement Planning, Investments, Mutual Funds, Series 63, Wealth Management, Pensions, Fixed Annuities, Strategic Financial..., Financial Services, Qualified Retirement..., Investment Management, Asset Allocation, Series 6, IRAs, Financial Advisory, Defined Contribution, Investment Strategies, Alternative Investments, Uniform Combined State..., Series 24, Disability Insurance, Series 65, Variable Annuities, 401k Rollovers, Securities, FINRA, Financial Planning
Education
State University of New York College at Oneonta 1983 — 1987
Bachelor of Science (BS), Psychology
Viability Advisory Group July 2014 - Present
MassMutual December 2007 - June 2014
Principal Financial Group January 1999 - 2007
Professional Pensions, Inc. May 1988 - December 1998
Lincoln Hall May 1987 - May 1988
Skills
401k, Series 7, ERISA, Retirement, Investment Advisory, Defined Benefit, Retirement Plan..., Retirement Planning, Investments, Mutual Funds, Series 63, Wealth Management, Pensions, Fixed Annuities, Strategic Financial..., Financial Services, Qualified Retirement..., Investment Management, Asset Allocation, Series 6, IRAs, Financial Advisory, Defined Contribution, Investment Strategies, Alternative Investments, Uniform Combined State..., Series 24, Disability Insurance, Series 65, Variable Annuities, 401k Rollovers, Securities, FINRA, Financial Planning
Education
State University of New York College at Oneonta 1983 — 1987
Bachelor of Science (BS), Psychology
Jo Riley's Principal Financial Group Experience October 2002 - Present
Job Relationship Manager II
Industry Publishing
Experience
Principal Financial Group October 2002 - Present
Skills
Negotiation, Account Management, Process Improvement, Management, Marketing, Sales Management, New Business Development, Business Development, Sales, CRM, Marketing Strategy, Cold Calling, Sales Process, Selling, Sales Operations, Customer Retention
Education
Spokane Community College
Business
Principal Financial Group October 2002 - Present
Skills
Negotiation, Account Management, Process Improvement, Management, Marketing, Sales Management, New Business Development, Business Development, Sales, CRM, Marketing Strategy, Cold Calling, Sales Process, Selling, Sales Operations, Customer Retention
Education
Spokane Community College
Business
Raymond Ianni's Principal Financial Group Experience June 1996 - Present
Job Regional Managing Director at Financial Advisors of Delaware Valley
Industry Financial Services
Experience
Financial Advisors of Delaware Valley June 2008 - Present
Principal Financial Group June 1996 - Present
Wilmington Financial Group October 1985 - June 1996
Skills
Retirement Planning, Retirement, Series 7, Fixed Annuities, Series 63, Investments, Insurance, Disability Insurance, Mutual Funds, 401k, Strategic Financial..., Series 24
Education
Syracuse University - Martin J. Whitman School of Management 1981 — 1985
B.S., Cum Laude, Finance, MIS
Salesianum High School 1977 — 1981
High School
Financial Advisors of Delaware Valley June 2008 - Present
Principal Financial Group June 1996 - Present
Wilmington Financial Group October 1985 - June 1996
Skills
Retirement Planning, Retirement, Series 7, Fixed Annuities, Series 63, Investments, Insurance, Disability Insurance, Mutual Funds, 401k, Strategic Financial..., Series 24
Education
Syracuse University - Martin J. Whitman School of Management 1981 — 1985
B.S., Cum Laude, Finance, MIS
Salesianum High School 1977 — 1981
High School
Ken Reiskytl's Principal Financial Group Experience August 1993 - September 2002
Job Senior Actuary at Lincoln Financial Group
Industry Insurance
Experience
Lincoln Financial Group September 2002 - Present
Principal Financial Group August 1993 - September 2002
Skills
Actuarial Science, Insurance, Life Insurance, Reinsurance, ALM, Enterprise Risk..., Variable Annuities, Valuation, Reserve Analysis, US GAAP reporting, Investments, Actuaries, Risk Management, Fixed Annuities, Retirement, Pensions, Financial Risk, Underwriting, Employee Benefits, Solvency II, LTC Financial Reporting
Education
University of Wisconsin-Madison 1991 — 1993
Master's degree, Actuarial Science
Taylor University 1987 — 1991
Bachelor's degree, Mathematics and Computer Science
Lincoln Financial Group September 2002 - Present
Principal Financial Group August 1993 - September 2002
Skills
Actuarial Science, Insurance, Life Insurance, Reinsurance, ALM, Enterprise Risk..., Variable Annuities, Valuation, Reserve Analysis, US GAAP reporting, Investments, Actuaries, Risk Management, Fixed Annuities, Retirement, Pensions, Financial Risk, Underwriting, Employee Benefits, Solvency II, LTC Financial Reporting
Education
University of Wisconsin-Madison 1991 — 1993
Master's degree, Actuarial Science
Taylor University 1987 — 1991
Bachelor's degree, Mathematics and Computer Science
Kira Deck, MBA, FLMI's Principal Financial Group Experience July 2010 - Present
Job Operations Manager at Principal Financial Group
Industry Insurance
Experience
Principal Financial Group July 2010 - Present
King, Turnbow and Brisby September 2009 - August 2010
Wizard Animation Studios June 2008 - August 2009
INVISTA (Performance Surfaces and Materials) December 2005 - May 2008
LOMA September 1999 - December 2005
Skills
Supervisory Skills, PowerPoint, Hiring, Excel, Administrative Support
Education
Kennesaw State University 2000 — 2004
MBA
Tennessee Technological University 1996 — 1998
BS, Psychology; Industrial Organizational Psychology
Principal Financial Group July 2010 - Present
King, Turnbow and Brisby September 2009 - August 2010
Wizard Animation Studios June 2008 - August 2009
INVISTA (Performance Surfaces and Materials) December 2005 - May 2008
LOMA September 1999 - December 2005
Skills
Supervisory Skills, PowerPoint, Hiring, Excel, Administrative Support
Education
Kennesaw State University 2000 — 2004
MBA
Tennessee Technological University 1996 — 1998
BS, Psychology; Industrial Organizational Psychology
Judy Morrison's Principal Financial Group Experience January 1993 - May 1994
Job Investment Advisor at First Commonwealth Capital Management
Industry Financial Services
Experience
First Commonwealth Capital Management, Inc. July 1995 - Present
PNC April 1994 - August 1995
Principal Financial Group January 1993 - May 1994
Skills
Investment Advisory, Mutual Funds, Securities, Retirement Planning, Investments, Finance, Wealth Management, Investment Strategies, Asset Allocation, Retirement, Series 7, Financial Advisory, Estate Planning, Wealth, Series 63, Alternative Investments, Fixed Annuities, Investment Management, IRAs
Education
University of Louisville 1980 — 1986
Master of Business Administration (M.B.A.)
St. Lawrence University 1969 — 1973
Bachelor of Science, Biology
First Commonwealth Capital Management, Inc. July 1995 - Present
PNC April 1994 - August 1995
Principal Financial Group January 1993 - May 1994
Skills
Investment Advisory, Mutual Funds, Securities, Retirement Planning, Investments, Finance, Wealth Management, Investment Strategies, Asset Allocation, Retirement, Series 7, Financial Advisory, Estate Planning, Wealth, Series 63, Alternative Investments, Fixed Annuities, Investment Management, IRAs
Education
University of Louisville 1980 — 1986
Master of Business Administration (M.B.A.)
St. Lawrence University 1969 — 1973
Bachelor of Science, Biology
Florence Islam's Principal Financial Group Experience April 1999 - December 2003
Job Senior Account Manager at Brown & Brown of Florida
Industry Insurance
Experience
Brown & Brown of Florida November 2012 - Present
CBIZ March 2006 - November 2012
Blue Cross Blue Shield of Florida December 2003 - March 2006
Principal Financial Group April 1999 - December 2003
Skills
Account Management, Client Retention, Client Service, New Business Development, Salesforce.com, Benefits Administration, Customer Retention, Sales, Brokers, Health Savings Accounts, Training, Employee Benefits, Client Services, Insurance, Disability Insurance, Customer Service, Health Insurance
Education
College of St. Catherine
M.A., Organizational Leadership
Universite Catholique de l'Ouest France
B.A., Business Administration, English & German
Brown & Brown of Florida November 2012 - Present
CBIZ March 2006 - November 2012
Blue Cross Blue Shield of Florida December 2003 - March 2006
Principal Financial Group April 1999 - December 2003
Skills
Account Management, Client Retention, Client Service, New Business Development, Salesforce.com, Benefits Administration, Customer Retention, Sales, Brokers, Health Savings Accounts, Training, Employee Benefits, Client Services, Insurance, Disability Insurance, Customer Service, Health Insurance
Education
College of St. Catherine
M.A., Organizational Leadership
Universite Catholique de l'Ouest France
B.A., Business Administration, English & German
Kristina Stoeva's Principal Financial Group Experience June 2002 - December 2004
Job at AlcatelLucent
Industry Telecommunications
Experience
Alcatel-Lucent December 2009 - Present
Alcatel-Lucent February 2005 - November 2009
Principal Financial Group June 2002 - December 2004
CE Software December 1997 - June 2002
University of Wroclaw, Department of Theoretical Physics January 1994 - July 1997
Skills
Network Performance, WAN, Protocol Analysis, LAN-WAN, Cisco Technologies, Network Security, OPNET, Network Design, BGP, Troubleshooting, OSPF, Routing, Network Architecture, Networking, Computer Network..., IP, Outsourcing, Network Engineering, TCP/IP, Network Optimization, IT Service Delivery
Education
Politechnika Wrocławska 1989 — 1994
M.S., Computer/Electrical Engineering
PMG Gabrovo
High School diploma, Informatics
Alcatel-Lucent December 2009 - Present
Alcatel-Lucent February 2005 - November 2009
Principal Financial Group June 2002 - December 2004
CE Software December 1997 - June 2002
University of Wroclaw, Department of Theoretical Physics January 1994 - July 1997
Skills
Network Performance, WAN, Protocol Analysis, LAN-WAN, Cisco Technologies, Network Security, OPNET, Network Design, BGP, Troubleshooting, OSPF, Routing, Network Architecture, Networking, Computer Network..., IP, Outsourcing, Network Engineering, TCP/IP, Network Optimization, IT Service Delivery
Education
Politechnika Wrocławska 1989 — 1994
M.S., Computer/Electrical Engineering
PMG Gabrovo
High School diploma, Informatics
Michael Paolucci's Principal Financial Group Experience January 1970 - February 2005
Job Executive Director (Part Time ) at Grand Lodge of Pennsylvania Sons and Daughters of Italy
Industry Insurance
Experience
Grand Lodge of Pennsylvania Sons and Daughters of Italy September 2011 - Present
Order Sons Of Italy In America March 2005 - March 2009
Principal Financial Group January 1970 - February 2005
Skills
Health Insurance, Employee Benefits, Insurance, Underwriting, Retirement, Fixed Annuities, 401k, Umbrella Insurance, Retirement Planning, Account Management, Commercial Insurance, Strategic Financial..., Brokers, Disability Insurance, Banking, Medicare, Benefits Administration, Strategic Planning, Leadership, Defined Benefit, Life Insurance, Risk Management, Dentistry, Series 7, Investments, Liability, Term Life Insurance, General Insurance, Estate Planning, Mutual Funds, Long-term Care, Small Business, Professional Liability, Claim, Pensions, Managed Care, Commercial Lines, Whole Life, Series 6, Property, IRAs, Financial Planning
Education
Temple University 1962 — 1966
BBA, BUS. ADM MARKETING
Grand Lodge of Pennsylvania Sons and Daughters of Italy September 2011 - Present
Order Sons Of Italy In America March 2005 - March 2009
Principal Financial Group January 1970 - February 2005
Skills
Health Insurance, Employee Benefits, Insurance, Underwriting, Retirement, Fixed Annuities, 401k, Umbrella Insurance, Retirement Planning, Account Management, Commercial Insurance, Strategic Financial..., Brokers, Disability Insurance, Banking, Medicare, Benefits Administration, Strategic Planning, Leadership, Defined Benefit, Life Insurance, Risk Management, Dentistry, Series 7, Investments, Liability, Term Life Insurance, General Insurance, Estate Planning, Mutual Funds, Long-term Care, Small Business, Professional Liability, Claim, Pensions, Managed Care, Commercial Lines, Whole Life, Series 6, Property, IRAs, Financial Planning
Education
Temple University 1962 — 1966
BBA, BUS. ADM MARKETING
Andrea Steuer's Principal Financial Group Experience May 2006 - July 2011
Job Senior AssociateHealth and Benefits
Industry Insurance
Experience
Mercer July 2011 - Present
Principal Financial Group May 2006 - July 2011
Dreyfus September 1994 - December 1997
Skills
Employee Benefits, Health Insurance, Life Insurance, Human Resources, Team Building
Education
State University of New York College at Oneonta 1987 — 1991
BS, Elementary Education
Mercer July 2011 - Present
Principal Financial Group May 2006 - July 2011
Dreyfus September 1994 - December 1997
Skills
Employee Benefits, Health Insurance, Life Insurance, Human Resources, Team Building
Education
State University of New York College at Oneonta 1987 — 1991
BS, Elementary Education
Crystal Jacobson's Principal Financial Group Experience July 2006 - January 2011
Job Texas State Low Cost Insurance
Industry Insurance
Experience
Texas State Low Cost Insurance February 2011 - Present
Principal Financial Group July 2006 - January 2011
PSA Home Health Agency January 2005 - July 2006
Bluebonnet Trails Mental Health & Mental Retardation Center January 2002 - January 2005
Skills
Employee Benefits, Training, Human Resources, Recruiting, Payroll, Insurance, Deferred Compensation, New Hire Orientations, COBRA, Sales, Term Life Insurance, Health Insurance
Education
Poquoson High School 1984 — 1988
High School, General
Tarleton State University
University of Texas
Texas State Low Cost Insurance February 2011 - Present
Principal Financial Group July 2006 - January 2011
PSA Home Health Agency January 2005 - July 2006
Bluebonnet Trails Mental Health & Mental Retardation Center January 2002 - January 2005
Skills
Employee Benefits, Training, Human Resources, Recruiting, Payroll, Insurance, Deferred Compensation, New Hire Orientations, COBRA, Sales, Term Life Insurance, Health Insurance
Education
Poquoson High School 1984 — 1988
High School, General
Tarleton State University
University of Texas
Candice Bolton's Principal Financial Group Experience 2004 - 2006
Job Benefits Consultant, EPIC
Industry Insurance
Experience
EPIC 2006 - Present
EPIC The McCart Group February 2006 - January 2014
Principal Financial Group 2004 - 2006
CIGNA Healthcare 1999 - 2002
Aon Consulting 1995 - 1999
Blue Cross Blue Shield of Massachusetts 1985 - 1993
Skills
Sales, Underwriting, Employee Benefits, Property & Casualty..., Life Insurance, Health Savings Accounts, Insurance, Health Insurance, Account Management, Brokers, Disability Insurance, Healthcare, Sales Management, Term Life Insurance, New Business Development, HIPAA, Training, Workers Compensation, General Insurance, Benefits Administration, Selling
Education
SUNY at Brockport
Bachelor of Science (BS)
State University of New York College at Brockport
Bachelor of Science (BS), Publlic Health
EPIC 2006 - Present
EPIC The McCart Group February 2006 - January 2014
Principal Financial Group 2004 - 2006
CIGNA Healthcare 1999 - 2002
Aon Consulting 1995 - 1999
Blue Cross Blue Shield of Massachusetts 1985 - 1993
Skills
Sales, Underwriting, Employee Benefits, Property & Casualty..., Life Insurance, Health Savings Accounts, Insurance, Health Insurance, Account Management, Brokers, Disability Insurance, Healthcare, Sales Management, Term Life Insurance, New Business Development, HIPAA, Training, Workers Compensation, General Insurance, Benefits Administration, Selling
Education
SUNY at Brockport
Bachelor of Science (BS)
State University of New York College at Brockport
Bachelor of Science (BS), Publlic Health
Cynthia LeMay's Principal Financial Group Experience December 2013 - June 2015
Job President, Envive Inc.
Industry Public Relations and Communications
Experience
Envive Inc June 2010 - Present
Principal Financial Group December 2013 - June 2015
Principal Financial Group August 2007 - December 2013
Northern Trust Retirement Consulting 1997 - 2003
Skills
Defined Benefit, Financial Advisory, 401k, Defined Contribution, ERISA, Executive Benefit..., Deferred Compensation, Deferred Compensation..., Series 6, 7, 63, Tax Exempt Plans, Tax Exempt Retirement..., Employee Benefits, Investments, Executive Pay, Financial Services, Insurance, Wealth Management
Education
Syracuse University - Martin J. Whitman School of Management
MBA, business
Union College
BA, Economics
Envive Inc June 2010 - Present
Principal Financial Group December 2013 - June 2015
Principal Financial Group August 2007 - December 2013
Northern Trust Retirement Consulting 1997 - 2003
Skills
Defined Benefit, Financial Advisory, 401k, Defined Contribution, ERISA, Executive Benefit..., Deferred Compensation, Deferred Compensation..., Series 6, 7, 63, Tax Exempt Plans, Tax Exempt Retirement..., Employee Benefits, Investments, Executive Pay, Financial Services, Insurance, Wealth Management
Education
Syracuse University - Martin J. Whitman School of Management
MBA, business
Union College
BA, Economics
Dana Vasquez's Principal Financial Group Experience September 2007 - May 2009
Job Accounts Receivable Coordinator at Consolidated Management Company
Industry Accounting
Experience
Consolidated Management Company November 2013 - Present
ColorFX July 2009 - November 2013
Principal Financial Group September 2007 - May 2009
Skills
Financial Analysis, Accounts Payable, Budgets, Management, Accounts Receivable, Real Estate, Training, Accounting, Finance, Financial Reporting
Education
St. Ambrose University 2003 — 2007
BBA, Accounting
Consolidated Management Company November 2013 - Present
ColorFX July 2009 - November 2013
Principal Financial Group September 2007 - May 2009
Skills
Financial Analysis, Accounts Payable, Budgets, Management, Accounts Receivable, Real Estate, Training, Accounting, Finance, Financial Reporting
Education
St. Ambrose University 2003 — 2007
BBA, Accounting
Ramakrishna Rotte's Principal Financial Group Experience December 2012 - Present
Job PMP
Industry Computer Software
Experience
Principal Financial Group December 2012 - Present
BCBSNC 2015 - 2015
BCBSNC 2015 - 2015
BCBSNC 2015 - 2015
Quintiles 2014 - 2014
Quintiles 2014 - 2014
Quintiles 2014 - 2014
Anblicks 2007 - January 2012
IWD, Des moines 2011 - 2012
State of Nebraska 2007 - 2010
Skills
Spring, Hibernate, Software Project..., Weblogic, J2EE Application..., iBatis, Java, Software Design, WebSphere Application..., Tomcat, Business Analysis, JBoss Application Server, Oracle, Project Estimation, Project Tracking, Design Review, Requirements Analysis, XML, Software Development, SDLC, JSP, Agile Methodologies, SOA, Shell Scripting, SQL, JSF, PL/SQL, Data Modeling, Unix, Solution Architecture, Enterprise Software, Web Services, JMS, Microsoft SQL Server, DB2, Enterprise Architecture, Project Management, Integration, JavaScript, Struts, Business Process, Requirements Gathering, Databases, Web Development, openIDM, RESTful WebServices, JSON, Java Enterprise Edition, WebLogic, Spring Framework
Education
Sri Krishnadevaraya University 1994 — 1998
B.Tech, Computer Science and Engineering
Principal Financial Group December 2012 - Present
BCBSNC 2015 - 2015
BCBSNC 2015 - 2015
BCBSNC 2015 - 2015
Quintiles 2014 - 2014
Quintiles 2014 - 2014
Quintiles 2014 - 2014
Anblicks 2007 - January 2012
IWD, Des moines 2011 - 2012
State of Nebraska 2007 - 2010
Skills
Spring, Hibernate, Software Project..., Weblogic, J2EE Application..., iBatis, Java, Software Design, WebSphere Application..., Tomcat, Business Analysis, JBoss Application Server, Oracle, Project Estimation, Project Tracking, Design Review, Requirements Analysis, XML, Software Development, SDLC, JSP, Agile Methodologies, SOA, Shell Scripting, SQL, JSF, PL/SQL, Data Modeling, Unix, Solution Architecture, Enterprise Software, Web Services, JMS, Microsoft SQL Server, DB2, Enterprise Architecture, Project Management, Integration, JavaScript, Struts, Business Process, Requirements Gathering, Databases, Web Development, openIDM, RESTful WebServices, JSON, Java Enterprise Edition, WebLogic, Spring Framework
Education
Sri Krishnadevaraya University 1994 — 1998
B.Tech, Computer Science and Engineering
Francis Hoefer's Principal Financial Group Experience April 2013 - Present
Job Owner at Hoefer Health Insurance Brokerage, Inc.
Industry Financial Services
Experience
Principal Financial Group April 2013 - Present
Hoefer Health Insurance Brokerage, Inc. March 1996 - Present
Skills
Licensed Life & Health...
Education
Saint Lawrence University 1970 — 1974
Bachelor of Arts (B.A.), Political Science and Government
Principal Financial Group April 2013 - Present
Hoefer Health Insurance Brokerage, Inc. March 1996 - Present
Skills
Licensed Life & Health...
Education
Saint Lawrence University 1970 — 1974
Bachelor of Arts (B.A.), Political Science and Government
Jody Ricci's Principal Financial Group Experience Financial AccountantPrincipal Financial GroupJanuary 2000 - March 2001
Job Mutual Fund Accountant at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group Financial AccountantPrincipal Financial GroupJanuary 2000 - March 2001
Education
St. Cloud State University 1987 — 1989
B.S., Accounting and Economics
Principal Financial Group Financial AccountantPrincipal Financial GroupJanuary 2000 - March 2001
Education
St. Cloud State University 1987 — 1989
B.S., Accounting and Economics
Bernie DePaul's Principal Financial Group Experience 1990 - 1997
Job Sales and Marketing Executive
Industry Consumer Services
Experience
DePaul Financial Services 1997 - October 2013
Principal Financial Group 1990 - 1997
Physician's Health Plan 1987 - 1990
Equitable of New York 1987 - 1989
University of South Florida 1985 - 1988
Skills
Financial..., Sales Management, Closing Deals, Marketing Strategy, PPO, Securities, Laboratory Medicine, Customer Retention, Healthcare, Public Health, Public Speaking, Long-term Care, Retirement Planning, Marketing
Education
University of South Florida
Master of Business Administration (MBA), Public Health
Susquehanna University
Biology/Biological Sciences, General
University of South Florida
Bachelor of Science (BS), Biology, General
DePaul Financial Services 1997 - October 2013
Principal Financial Group 1990 - 1997
Physician's Health Plan 1987 - 1990
Equitable of New York 1987 - 1989
University of South Florida 1985 - 1988
Skills
Financial..., Sales Management, Closing Deals, Marketing Strategy, PPO, Securities, Laboratory Medicine, Customer Retention, Healthcare, Public Health, Public Speaking, Long-term Care, Retirement Planning, Marketing
Education
University of South Florida
Master of Business Administration (MBA), Public Health
Susquehanna University
Biology/Biological Sciences, General
University of South Florida
Bachelor of Science (BS), Biology, General
Jeffrey Soares's Principal Financial Group Experience December 2014 - Present
Job Financial Advisor at Principal Financial Group
Industry Wholesale
Experience
Principal Financial Group December 2014 - Present
Independent December 2013 - November 2014
Transamerica Capital May 2010 - November 2013
Allianz May 2004 - October 2009
Skills
Sales Management, Fixed Annuities, 401k, Mutual Funds, Wholesale, Series 63, Series 7, Retirement Planning, Series 6, Retirement, Sales, Insurance, Investments, Account Management, New Business Development, Selling, Team Building, Asset Allocation, Life Insurance, Long-term Care
Education
Syracuse University 1989 — 1994
Marketing/Marketing Management, General
Principal Financial Group December 2014 - Present
Independent December 2013 - November 2014
Transamerica Capital May 2010 - November 2013
Allianz May 2004 - October 2009
Skills
Sales Management, Fixed Annuities, 401k, Mutual Funds, Wholesale, Series 63, Series 7, Retirement Planning, Series 6, Retirement, Sales, Insurance, Investments, Account Management, New Business Development, Selling, Team Building, Asset Allocation, Life Insurance, Long-term Care
Education
Syracuse University 1989 — 1994
Marketing/Marketing Management, General
Chris Hawtrey's Principal Financial Group Experience September 1997 - October 2008
Job
Industry Information Technology and Services
Experience
Sinclair Broadcast Group January 2015 - Present
AIM Consulting Group August 2014 - January 2015
Smilebox April 2013 - August 2014
NCsoft December 2012 - March 2013
Volt Technical Resources May 2012 - December 2012
Iowa Student Loan September 2010 - April 2012
Paragon IT Professionals November 2008 - September 2010
Principal Financial Group September 1997 - October 2008
Skills
Java, Spring, Spring Webflow, Hibernate, SQL, Freemarker, MongoDB, TDD, JUnit, Mockito, Fitnesse, HTML, CSS, XML, Ant, HTML 5, Test Driven Development, MySQL, Tomcat, Web Applications, Spring Framework, Agile Methodologies, HTML5, REST, Web Development, Apache
Education
University of North Texas 1992 — 1996
BS
Texas A&M University 1990 — 1992
Sinclair Broadcast Group January 2015 - Present
AIM Consulting Group August 2014 - January 2015
Smilebox April 2013 - August 2014
NCsoft December 2012 - March 2013
Volt Technical Resources May 2012 - December 2012
Iowa Student Loan September 2010 - April 2012
Paragon IT Professionals November 2008 - September 2010
Principal Financial Group September 1997 - October 2008
Skills
Java, Spring, Spring Webflow, Hibernate, SQL, Freemarker, MongoDB, TDD, JUnit, Mockito, Fitnesse, HTML, CSS, XML, Ant, HTML 5, Test Driven Development, MySQL, Tomcat, Web Applications, Spring Framework, Agile Methodologies, HTML5, REST, Web Development, Apache
Education
University of North Texas 1992 — 1996
BS
Texas A&M University 1990 — 1992
Cate Holec's Principal Financial Group Experience March 2012 - April 2015
Job Childcare
Industry Arts and Crafts
Experience
Holec House June 2015 - Present
Principal Financial Group March 2012 - April 2015
Iowa Bankers Association September 2011 - January 2013
Iowa Bankers Association November 2009 - September 2011
Education
St. Ambrose University 2004 — 2008
BA, Journalism
Holec House June 2015 - Present
Principal Financial Group March 2012 - April 2015
Iowa Bankers Association September 2011 - January 2013
Iowa Bankers Association November 2009 - September 2011
Education
St. Ambrose University 2004 — 2008
BA, Journalism
Mike Pesacov's Principal Financial Group Experience December 2014 - Present
Job Registered Representative at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group December 2014 - Present
Pesacov Financial Services...an Office of MetLife July 1994 - December 2014
Skills
401(k), 403(b), SEP &..., Annuities (Variable &..., Asset Allocation, Business Continuation..., Business Overhead..., Buy-Sell Agreements, Long-Term Care Insurance, Mutual Funds, Life and Disability..., Group and Individual...
Education
SUNY Plattsburgh
B.A.
Principal Financial Group December 2014 - Present
Pesacov Financial Services...an Office of MetLife July 1994 - December 2014
Skills
401(k), 403(b), SEP &..., Annuities (Variable &..., Asset Allocation, Business Continuation..., Business Overhead..., Buy-Sell Agreements, Long-Term Care Insurance, Mutual Funds, Life and Disability..., Group and Individual...
Education
SUNY Plattsburgh
B.A.
Andres Terrazas's Principal Financial Group Experience April 2012 - Present
Job Retirement Plan Professional / Account Executive II for the Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group April 2012 - Present
Bank of America Merrill Edge November 2011 - October 2012
Morgan Stanley Smith Barney March 2010 - November 2011
The Principal Financial Group December 2006 - March 2010
IPS Advisors, Inc January 2006 - December 2006
HDVEST Financial Services June 2000 - January 2006
Skills
Finance, Financial Services, 401(k), 403(b), Deferred Compensation..., Defined Benefit Plans, Pension Plans
Education
Texas A&M University
Business Management
The University of Texas at Dallas
Business Administration
Principal Financial Group April 2012 - Present
Bank of America Merrill Edge November 2011 - October 2012
Morgan Stanley Smith Barney March 2010 - November 2011
The Principal Financial Group December 2006 - March 2010
IPS Advisors, Inc January 2006 - December 2006
HDVEST Financial Services June 2000 - January 2006
Skills
Finance, Financial Services, 401(k), 403(b), Deferred Compensation..., Defined Benefit Plans, Pension Plans
Education
Texas A&M University
Business Management
The University of Texas at Dallas
Business Administration
Luis Maciel's Principal Financial Group Experience July 2009 - November 2009
Job Oracle DBA/Developer Analyst
Industry Information Technology and Services
Experience
US Foods January 2015 - Present
University of Chicago Medicine December 2012 - January 2015
Compuware December 2009 - December 2012
Principal Financial Group July 2009 - November 2009
Grupo GP Building the Present, Planning the Future June 2008 - June 2009
ARCA (Coca-Cola Bottler Co) July 2007 - July 2008
ITESM January 2002 - July 2007
Skills
PL/SQL, Oracle Reports, Oracle Forms, Oracle Applications, Oracle E-Business Suite, SQL*Plus, Oracle PL/SQL..., Oracle Application..., Oracle Enterprise..., Pentaho, SQL Loader, Microsoft SQL Server, Access, Banner ERP, DBForge, Oracle Application..., Toad, SQL Tuning, Software Development, Database Administration, ETL, SSIS, Business Analysis, ADF, Business Objects, Business Intelligence, C#, Core Java, CRM, Data Migration, Data Modeling, Data Warehousing, Database Design, Databases, ERP, Erwin, HP-UX, Integration, Informatica, JDeveloper, Java, MySQL, Oracle, OBIEE, Oracle Developer 2000, Oracle Discoverer, Oracle HR, Oracle SOA Suite, Oracle RAC, Oracle SQL Developer
Education
Tecnológico de Monterrey 2003 — 2006
Master's Degree, MCT - Master in Computer Science
Universidad Autónoma de Nuevo León 1997 — 2002
Bachelor's Degree, Computer Science
US Foods January 2015 - Present
University of Chicago Medicine December 2012 - January 2015
Compuware December 2009 - December 2012
Principal Financial Group July 2009 - November 2009
Grupo GP Building the Present, Planning the Future June 2008 - June 2009
ARCA (Coca-Cola Bottler Co) July 2007 - July 2008
ITESM January 2002 - July 2007
Skills
PL/SQL, Oracle Reports, Oracle Forms, Oracle Applications, Oracle E-Business Suite, SQL*Plus, Oracle PL/SQL..., Oracle Application..., Oracle Enterprise..., Pentaho, SQL Loader, Microsoft SQL Server, Access, Banner ERP, DBForge, Oracle Application..., Toad, SQL Tuning, Software Development, Database Administration, ETL, SSIS, Business Analysis, ADF, Business Objects, Business Intelligence, C#, Core Java, CRM, Data Migration, Data Modeling, Data Warehousing, Database Design, Databases, ERP, Erwin, HP-UX, Integration, Informatica, JDeveloper, Java, MySQL, Oracle, OBIEE, Oracle Developer 2000, Oracle Discoverer, Oracle HR, Oracle SOA Suite, Oracle RAC, Oracle SQL Developer
Education
Tecnológico de Monterrey 2003 — 2006
Master's Degree, MCT - Master in Computer Science
Universidad Autónoma de Nuevo León 1997 — 2002
Bachelor's Degree, Computer Science
Carlo Laneri's Principal Financial Group Experience January 2011 - April 2011
Job Owner/ Manager at Carl Laneri, Jr. PC
Industry Accounting
Experience
Carl Laneri, Jr. PC January 2014 - Present
Automated Bookkeeping System September 2011 - December 2013
Principal Financial Group January 2011 - April 2011
O.B October 2009 - September 2010
O.B April 2001 - September 2009
O.B June 1992 - April 2001
O.B April 1985 - June 1992
O.B September 1980 - April 1985
Skills
Marketing, Manufacturing, Negotiation, Microsoft Excel, Management, Budgets, Accounting, Sales, Inventory Control, Purchasing, Strategic Planning, Research, Microsoft Word, Customer Service, Leadership, Team Building, Contract Negotiation, Training, Forecasting, Account Management, Process Improvement, Business Strategy
Education
Stephen F. Austin State University 1977 — 1980
BBA, Accounting
Eastern Hills High School 1974 — 1977
Carl Laneri, Jr. PC January 2014 - Present
Automated Bookkeeping System September 2011 - December 2013
Principal Financial Group January 2011 - April 2011
O.B October 2009 - September 2010
O.B April 2001 - September 2009
O.B June 1992 - April 2001
O.B April 1985 - June 1992
O.B September 1980 - April 1985
Skills
Marketing, Manufacturing, Negotiation, Microsoft Excel, Management, Budgets, Accounting, Sales, Inventory Control, Purchasing, Strategic Planning, Research, Microsoft Word, Customer Service, Leadership, Team Building, Contract Negotiation, Training, Forecasting, Account Management, Process Improvement, Business Strategy
Education
Stephen F. Austin State University 1977 — 1980
BBA, Accounting
Eastern Hills High School 1974 — 1977
Jennifer Li's Principal Financial Group Experience September 2011 - May 2012
Job Financial Analyst in Development Program at Blackmore Partners
Industry Financial Services
Experience
Blackmore Partners June 2012 - Present
AXA Advisors September 2011 - May 2012
Principal Financial Group September 2011 - May 2012
Citi June 2011 - July 2011
Skills
Time Management, Performance Management, Fundraising, Finance, Non-profits, Product Development
Education
Syracuse University - Martin J. Whitman School of Management 2008 — 2012
Bechelor, Finance, Global Enterprise Technology
Syracuse University
Blackmore Partners June 2012 - Present
AXA Advisors September 2011 - May 2012
Principal Financial Group September 2011 - May 2012
Citi June 2011 - July 2011
Skills
Time Management, Performance Management, Fundraising, Finance, Non-profits, Product Development
Education
Syracuse University - Martin J. Whitman School of Management 2008 — 2012
Bechelor, Finance, Global Enterprise Technology
Syracuse University
Barbara Wendland's Principal Financial Group Experience May 2000 - August 2007
Job
Industry
Experience
Home August 2007 - Present
Principal Financial Group May 2000 - August 2007
Principal Financial Group 2000 - 2007
Skills
Outlook, Health Insurance, 401k, Windows, Customer Service, Retirement, Employee Benefits, Microsoft Excel, Microsoft Word, Retirement Planning, PowerPoint, Call Centers, Data Entry
Education
St. Norbert College 1996 — 2000
Business Administration and Management, General
Home August 2007 - Present
Principal Financial Group May 2000 - August 2007
Principal Financial Group 2000 - 2007
Skills
Outlook, Health Insurance, 401k, Windows, Customer Service, Retirement, Employee Benefits, Microsoft Excel, Microsoft Word, Retirement Planning, PowerPoint, Call Centers, Data Entry
Education
St. Norbert College 1996 — 2000
Business Administration and Management, General
Fran Soistman's Principal Financial Group Experience 1994 - 1998
Job Executive Vice President at Aetna, Inc.
Industry Hospital & Health Care
Experience
Aetna January 2013 - Present
Towson University 2005 - Present
Jessamine Healthcare Inc. August 2009 - December 2012
Coventry Health Care 1998 - 2009
HealthAmerica 1998 - 2004
Principal Financial Group 1994 - 1998
CareFirst BlueCross BlueShield 1981 - 1994
Skills
Medicare, Managed Care, Health Insurance, Healthcare, Healthcare Management, Healthcare Industry, Strategy, Long-term Care, Medicaid, Process Improvement, Leadership, Mergers & Acquisitions, Network Development, Disease Management, Employee Benefits, Finance, HMO, Healthcare Information..., Informatics, Insurance, Medicine, Provider Relations, Strategic Planning
Education
Stanford University 1990 — 1990
Graduate School of Business, Stanford Executive Program
Towson University 1975 — 1979
Bachelor of Science, Accounting and Finance
Aetna January 2013 - Present
Towson University 2005 - Present
Jessamine Healthcare Inc. August 2009 - December 2012
Coventry Health Care 1998 - 2009
HealthAmerica 1998 - 2004
Principal Financial Group 1994 - 1998
CareFirst BlueCross BlueShield 1981 - 1994
Skills
Medicare, Managed Care, Health Insurance, Healthcare, Healthcare Management, Healthcare Industry, Strategy, Long-term Care, Medicaid, Process Improvement, Leadership, Mergers & Acquisitions, Network Development, Disease Management, Employee Benefits, Finance, HMO, Healthcare Information..., Informatics, Insurance, Medicine, Provider Relations, Strategic Planning
Education
Stanford University 1990 — 1990
Graduate School of Business, Stanford Executive Program
Towson University 1975 — 1979
Bachelor of Science, Accounting and Finance
Murali Kotla's Principal Financial Group Experience 2007 - 2007
Job Applications Systems Engineer at Wells Fargo
Industry Financial Services
Experience
Wells Fargo February 2009 - Present
Principal Financial Group 2007 - 2007
State of Iowa 2002 - 2004
Skills
SDLC, Agile Methodologies, Web Services, Spring, Websphere, JMS, DB2, SQL, Java, Hibernate, XML, ETL, Enterprise Architecture, SOA, Microsoft SQL Server
Education
Sri Venkateswara University 1984 — 1988
Bachelor of Engineering (B.E.), Electrical and Electronics Engineering
Maharaja Junior College 1981 — 1983
+2 (Intermediate)
Maharaja High School, Vizianagaram 1980 — 1981
High School
Wells Fargo February 2009 - Present
Principal Financial Group 2007 - 2007
State of Iowa 2002 - 2004
Skills
SDLC, Agile Methodologies, Web Services, Spring, Websphere, JMS, DB2, SQL, Java, Hibernate, XML, ETL, Enterprise Architecture, SOA, Microsoft SQL Server
Education
Sri Venkateswara University 1984 — 1988
Bachelor of Engineering (B.E.), Electrical and Electronics Engineering
Maharaja Junior College 1981 — 1983
+2 (Intermediate)
Maharaja High School, Vizianagaram 1980 — 1981
High School
Joseph Laudadio's Principal Financial Group Experience October 2003 - December 2004
Job Managing Partner at Laudadio Underwriting Services, LLC
Industry Insurance
Experience
Laudadio Underwriting Services, LLC January 2005 - Present
Principal Financial Group October 2003 - December 2004
Provident Mutual Life Insurance Company April 1989 - October 2003
Skills
Microsoft Excel, Underwriting, Disability Insurance, Leadership, Life Insurance, New Business Development, Management, Employee Benefits, Fixed Annuities, Retirement
Education
Temple University - Fox School of Business and Management 1962 — 1967
Bachelor of Science (BS), Marketing
Laudadio Underwriting Services, LLC January 2005 - Present
Principal Financial Group October 2003 - December 2004
Provident Mutual Life Insurance Company April 1989 - October 2003
Skills
Microsoft Excel, Underwriting, Disability Insurance, Leadership, Life Insurance, New Business Development, Management, Employee Benefits, Fixed Annuities, Retirement
Education
Temple University - Fox School of Business and Management 1962 — 1967
Bachelor of Science (BS), Marketing
Michael Mehalshick's Principal Financial Group Experience September 1993 - March 1999
Job Sales and Marketing Professional
Industry Hospital & Health Care
Experience
Geisinger Proven Diagnostics September 2009 - June 2011
Vaxserve May 2003 - September 2003
Schering Pough Pharmaceuticals May 1999 - April 2003
Principal Financial Group September 1993 - March 1999
Education
Temple University - Fox School of Business and Management 1987 — 1991
BBA, Risk Management, Real Estate
Geisinger Proven Diagnostics September 2009 - June 2011
Vaxserve May 2003 - September 2003
Schering Pough Pharmaceuticals May 1999 - April 2003
Principal Financial Group September 1993 - March 1999
Education
Temple University - Fox School of Business and Management 1987 — 1991
BBA, Risk Management, Real Estate
Elissa Van Ooyen's Principal Financial Group Experience March 2014 - Present
Job System Liaison IV at Principal Financial Group
Industry Information Technology and Services
Experience
Principal Financial Group March 2014 - Present
Tastefully Simple December 2008 - Present
Skills
Retirement, Process Improvement, Microsoft Excel, Defined Contribution, Business Requirements, Requirements Gathering, ESOP
Education
St. Norbert College 1996 — 2000
Business Administration, Business, Psychology
Principal Financial Group March 2014 - Present
Tastefully Simple December 2008 - Present
Skills
Retirement, Process Improvement, Microsoft Excel, Defined Contribution, Business Requirements, Requirements Gathering, ESOP
Education
St. Norbert College 1996 — 2000
Business Administration, Business, Psychology
Jane Bays's Principal Financial Group Experience 1991 - 1999
Job Employee Benefits at Selfridge & Associates, Inc.
Industry Insurance
Experience
Selfridge & Associates, Inc. August 1999 - Present
Principal Financial Group 1991 - 1999
Specialties for Success 1989 - 1991
Skills
Insurance, Customer Relations, Microsoft Office, Customer Service, Excel, Office Administration, Sales Presentations
Education
Sullivan University 1989 — 1989
Associate's degree, Office Administration
Graceland Christian School
Selfridge & Associates, Inc. August 1999 - Present
Principal Financial Group 1991 - 1999
Specialties for Success 1989 - 1991
Skills
Insurance, Customer Relations, Microsoft Office, Customer Service, Excel, Office Administration, Sales Presentations
Education
Sullivan University 1989 — 1989
Associate's degree, Office Administration
Graceland Christian School
Lisa Schifani's Principal Financial Group Experience November 2010 - Present
Job Proposal Specialist at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group November 2010 - Present
Education
Texas A&M University
Bachelor of Arts (BA), English
Principal Financial Group November 2010 - Present
Education
Texas A&M University
Bachelor of Arts (BA), English
Anthony DAlonzo's Principal Financial Group Experience 2012 - Present
Job Financial Representative at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group 2012 - Present
Rockwell Securities May 2011 - March 2012
Skills
Coordinating Effective..., Prospecting Potential..., Analyzing S&P 500 Stock..., Maintaining Perpetual ..., Conducting Market..., Strongly Developed..., Private Equity, Risk Management, Technical Analysis, Exit Strategies, Alternative Investments, Structured Investments, Wealth Management, Succession Planning, Retirement Planning, Buy-sell Agreements, Business Valuation, Key Person Insurance, Disability Insurance, Series 7, Series 63, Life & Health Insurance..., Variable Annuities
Education
SUNY Geneseo 2007 — 2011
Bachelor of Science (BS), Business Administration
McQuaid Jesuit High School 2004 — 2007
Principal Financial Group 2012 - Present
Rockwell Securities May 2011 - March 2012
Skills
Coordinating Effective..., Prospecting Potential..., Analyzing S&P 500 Stock..., Maintaining Perpetual ..., Conducting Market..., Strongly Developed..., Private Equity, Risk Management, Technical Analysis, Exit Strategies, Alternative Investments, Structured Investments, Wealth Management, Succession Planning, Retirement Planning, Buy-sell Agreements, Business Valuation, Key Person Insurance, Disability Insurance, Series 7, Series 63, Life & Health Insurance..., Variable Annuities
Education
SUNY Geneseo 2007 — 2011
Bachelor of Science (BS), Business Administration
McQuaid Jesuit High School 2004 — 2007
Jeff Przybyla's Principal Financial Group Experience January 1986 - December 1992
Job President at Life Brokerage, Inc.
Industry Financial Services
Experience
Life Brokerage, Inc. January 1993 - Present
Principal Financial Group January 1986 - December 1992
Przybyla & Associates June 1971 - December 1985
Skills
Life Insurance, Licensed Life & Health..., Insurance, Health Insurance, Brokers, Disability Insurance, Fixed Annuities, Term Life Insurance, Long-term Care
Education
Texas A&M University 1967 — 1971
Bachelor of Arts (B.A.), History
Life Brokerage, Inc. January 1993 - Present
Principal Financial Group January 1986 - December 1992
Przybyla & Associates June 1971 - December 1985
Skills
Life Insurance, Licensed Life & Health..., Insurance, Health Insurance, Brokers, Disability Insurance, Fixed Annuities, Term Life Insurance, Long-term Care
Education
Texas A&M University 1967 — 1971
Bachelor of Arts (B.A.), History
Richardson Sarah's Principal Financial Group Experience April 1992 - Present
Job Sales & Service Specialist at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group April 1992 - Present
Education
Western Michigan University 1989 — 1991
Bachelor of Science (B.S.), Psychology
St. Ambrose University 1988 — 1989
Principal Financial Group April 1992 - Present
Education
Western Michigan University 1989 — 1991
Bachelor of Science (B.S.), Psychology
St. Ambrose University 1988 — 1989
The Principal Financial Group
BTG Pactual
HuaTai Securities Co.,Ltd.
Guosen Securities
PFG
Principal Financial
Principle
Fubon Financial Holdings