Principal Global Investors
Industry: Company
DescriptionHeadquarters: Iowa, United States Subsidiaries: Finisterre Capital LLP, Parent organization: PrincipalFeedbackDisclaimer Claim this knowledge panel Knowledge resultSee outside Moved, closed or was never hereReportPrincipal Global Investors (Europe) LtdWebsiteDirections Saved (0) Saved Save 1 Google review Conference center in London, England Address: 1 Wood St, London EC2V 7JB Phone: 020 7710 0220Place name: : : : Website: : : Category: : Website: https://www.principalglobal.com/ Category: Conference Centre Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business? Questions & answers Ask a questionBe the first to ask a question Add a photoThank you for sharing!Your photo will be posted publicly on Google.Contribute MoreFinishedUpload public photos of Principal Global Investors (Europe) Ltd Posting publicly on the Web Write a review Reviews 1 Google review
Principal Global Investors List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Principal Global Investors. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Principal Global Investors Employees
Northwestern Mutual June 2015 - Present
Northwestern Mutual March 2014 - December 2014
Principal Global Investors May 2013 - January 2014
Hy-Vee March 2008 - December 2013
Skills
Finance, Microsoft Office, Social Media, Customer Service, Microsoft Excel, Real Estate, Commercial Real Estate, Fixed Income, Access, Teamwork, Time Management, Valuation, Investments, Retail
Education
Marquette University 2011 — 2015
Finance and Commercial Real Estate, Junior
Drake University 2013 — 2013
Finance
Valley High School 2007 — 2011
Principal Global Investors May 2015 - Present
Athene Asset Management October 2013 - April 2015
Aviva Investors January 2012 - October 2013
Principal Global Investors June 2007 - January 2012
Skills
Bloomberg, Fixed Income, Asset Management, Investments, Equities, Securities, Corporate Actions, BlackRock Aladdin, Portia, PAM for Securities, Settlement
Education
University of Iowa - Henry B. Tippie College of Business 2013 — 2016
Master of Business Administration (MBA)
Buena Vista University 2003 — 2007
BA, Accounting
Principal Global Investors September 2014 - Present
Principal Global Investors October 2013 - September 2014
Principal Global Investors May 2013 - October 2013
PRN Staffing Inc. April 2011 - May 2013
Dave Wright Nissan Subaru July 2012 - December 2012
The Printer, inc. (TPI) May 2006 - August 2011
Newton Country Club April 2005 - August 2010
Skills
Data Analysis, Charles River IMS, Bloomberg, Cadis, Portia, SQL Server Management..., FactSet, Customer Service, Microsoft Excel, PowerPoint, Microsoft Office, Facebook, Social Media, Time Management, Financial Analysis, Sales, Windows, Marketing, Healthcare, Photography, Teamwork, Microsoft Word, Wealth Management..., Wealth Management, Adobe Acrobat, Leadership, Excel, Access, Internet, Illustrator, Photoshop, Outlook, Social Networking, Word, Team Building, Investments, Strategic Planning, Equities, Process Improvement, SQL, Microsoft SQL Server, Data Entry, Databases, Data Migration, Performance Enhancement, Automation, Web Design, Mentoring, Employee Training, Finance
Education
Drake University 2014 — 2018
Master of Business Administration (MBA), Finance, General
University of Iowa 2011 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General, 3.11
Des Moines Area Community College 2008 — 2011
Associate of Arts and Sciences (A.A.S.), Liberal Arts and Sciences/Liberal Studies
Newton Senior High 2004 — 2008
Diploma, General Studies, 3.89
Qmyfood May 2013 - Present
TMS Capital Advisors/Fundamental Capital Partners February 2008 - May 2013
Goldman Sachs 2001 - 2004
GoldenTree Asset Management 2000 - 2001
Principal Global Investors 1994 - 2000
Skills
Venture Capital, Investments, Private Equity, Investment Banking, Mobile Applications, Restaurant Management, Mobile Technology, Mobile Devices
Education
Creighton University 1984 — 1988
Bachelor of Science (B.S.), Economics
Valley High School
Valley High School
Principal Global Investors May 2014 - Present
Iowa Finance Authority July 2013 - December 2013
Skills
Microsoft Excel, Strategic Planning, Microsoft Office, Teamwork, PowerPoint, Microsoft Word, Financial Analysis, Analysis, Risk Management, Finance, Insurance
Education
Drake University 2010 — 2014
BSBA, Actuarial Science
Principal Global Investors January 2015 - Present
JPMorgan Chase June 2014 - August 2014
Allstate May 2013 - August 2013
Principal Financial Group May 2012 - May 2013
Panhellenic Executive Council November 2011 - December 2012
Drake University February 2011 - June 2011
Skills
Microsoft Suites, Corporate Tax, Tax Software, Compliance, Social Media, Google Docs, Investments, Corporate Finance, Marketing, Access, Microsoft Excel, Time Management, PowerPoint
Education
Drake University 2010 — 2014
BSBA, Finance and Accounting, 4.0 (of 4.0)
Thomas Jefferson Senior High School 2005 — 2010
Delta Data Software June 2013 - Present
New Capital Partners August 2012 - December 2012
Principal Global Investors June 2012 - August 2012
Delta Data Software January 2011 - July 2011
Diamond Management & Technology Consultants (acquired by PwC) March 2008 - August 2010
Morgan Stanley November 2008 - May 2010
Southwest Airlines April 2008 - August 2008
Accenture June 2003 - February 2008
Sprint Nextel September 2006 - December 2007
EMC February 2006 - July 2006
Skills
Management Consulting, Business Analysis, Strategy, Financial Modeling, Project Management, Corporate Finance, Process Improvement, Business Strategy, Due Diligence, Competitive Analysis, Management, Mergers & Acquisitions, Financial Services, Financial Analysis, Leadership, Business Development, Business Intelligence, Investments, Finance, Private Equity, Equities
Education
Duke University - The Fuqua School of Business 2011 — 2013
MBA, Dean's List
Auburn University 2000 — 2003
BS, Software Engineering, Summa Cum Laude
University of California, Berkeley - School of Law
Certificate in Business Law
Enterprise High School
Valedictorian
DuPont Pioneer January 2013 - Present
Principal Global Investors May 2006 - January 2013
Skills
SharePoint, SQL, Microsoft SQL Server, Agile Methodologies, SDLC, Strategic Planning, Visio, Analysis, SSRS, Data Analysis, Integration, Requirements Gathering, Databases, Requirements Analysis, Process Improvement, Data Warehousing, Business Intelligence, Vendor Management, CRM, Enterprise Software
Education
Buena Vista University 2001 — 2006
Bachelor of Arts (BA), Technology and Systems Integration
Iowa Western Community College 1998 — 2000
Associate's degree, Microcomputer Support
On Pitch September 2013 - Present
The Integer Group May 2013 - September 2013
The Integer Group January 2009 - May 2013
wehatemusicdsm.com October 2010 - January 2012
The Integer Group October 2007 - January 2009
Juice, The Des Moines Register September 2005 - August 2008
Principal Global Investors May 2004 - October 2007
Skills
Adobe Creative Suite, Advertising, Blogging, Marketing, InDesign, Public Relations, Marketing Communications, Publishing, Branding & Identity, Direct Mail, Creative Direction, Graphic Design, Art Direction, Brand Development, Graphics, Integrated Marketing, Corporate Identity, Typography, Corporate Branding, Brochures, Logo Design, Art, Layout
Education
Drake University 1999 — 2003
BA, Graphic Design
Principal Global Investors November 2013 - Present
Westown Sports Marketing August 2012 - Present
Principal Financial Group May 2012 - November 2013
SD Timing & Production August 2011 - June 2012
Iowa Events Center May 2011 - July 2011
Waukee Community Schools March 2006 - July 2008
Skills
Marketing, Sales, Social Media, Social Networking, Customer Service, Microsoft Office, Microsoft Word, Teamwork, Microsoft Excel, PowerPoint, Entertainment
Education
Simpson College 2009 — 2012
Bachelor of Arts (BA), Business Administration and Management, General
Augustana College (SD) 2008 — 2009
Business Administration and Management, General
Waukee High School 2005 — 2008
UnityPoint Clinic June 2015 - Present
UnityPoint Health July 2014 - Present
R&R Realty Group January 2013 - July 2014
CPS, an LCS Company June 2010 - November 2012
Life Care Services March 2004 - May 2010
Principal Global Investors November 2001 - March 2004
Belin McCormick, P.C. August 1996 - September 2002
Principal Financial Group June 1994 - August 1996
Jenner & Block 1991 - 1994
Skills
Compliance, Legal, Mergers, Group Purchasing, Seniors Housing, Marketing, Process Improvement, Medicaid, Strategic Planning, HIPAA, Home Care, Customer Service, Financial Analysis, Elder Care, Due Diligence, Mergers & Acquisitions, Legal Research, Analysis, Corporate Law, Leadership, Team Building, Physician Relations, Healthcare, Management, Healthcare Management, Managed Care, C-Level Executive...
Education
Des Moines University 2006 — 2010
MHA, Health Care Administration
Roosevelt University 1991 — 1991
Paralegal Certificate (awarded with honors), Paralegal Studies
Arizona State University 1986 — 1990
BS, Political Science
Principal Global Investors November 2013 - Present
Skills
Equities, Asset Management, Fixed Income, Investments, Bloomberg, Securities, Mutual Funds, Financial Analysis, Asset Allocation, Portfolio Management, Financial Modeling, Finance
Education
Drake University
Master of Business Administration (MBA)
Drake University 1997 — 2001
Bachelor's degree, Finance, General
Principal Global Investors November 2013 - Present
Principal Global Investors December 2011 - October 2013
Principal Financial Group May 2011 - December 2011
GeoLearning (SumTotal Systems) January 2009 - February 2011
Skills
Accounting, Accounts Payable, Accounts Receivable
Education
Drake University 2010 — 2012
MAcc, Accounting
Drake University 2006 — 2010
BSBA, Accounting
Self Employed August 2012 - Present
Apple Retail July 2008 - Present
Scubaboy Training & Travel February 2004 - Present
We R Entrepreneurs December 2010 - April 2011
MacMania July 2010 - February 2011
Delie & Robb 2011 - 2011
Wells Fargo Home Mortgage March 2010 - June 2010
Apple July 2007 - February 2010
Conlin for Senate 2009 - 2010
Principal Global Investors June 1999 - October 2004
Skills
Business Development, Real Estate, Loans, Market Analysis, Underwriting, Investments, Insurance, Disability Insurance, Life Insurance, Financial Advisory, Financial Analysis, Commercial Real Estate, Strategic Financial..., Retail, Consulting, Mac, Training, Portfolio Management, Budgets, iWork, iLife, Marketing, Team Building, iPhone, Small Business, Analysis, Finance, Strategy, Banking, New Business Development, Negotiation, Time Management, Credit, Mortgage Lending, Account Management, Sales, Keynote, Entrepreneurship, Leadership, Social Networking, Public Speaking
Education
Drake University 1977 — 1981
BS Business, Finance, 3.91
Sioux City East (High School) 1969 — 1972
Diploma, General Studies
Drake University
Principal Global Investors August 2015 - Present
Principal Global Investors June 2015 - August 2015
Drake University June 2014 - May 2015
Drake University January 2014 - December 2014
CIMB June 2014 - August 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Public Speaking, Mathematics, Actuarial Science, Communication, Teamwork, PowerPoint, Insurance, Critical Thinking, Management, Analysis, Statistics, Time Management
Education
Drake University 2013 — 2015
BSBA, Actuarial Science/Finance, 3.92/4.00 cumulative GPA, Summa Cum Laude
INTI International University 2011 — 2012
American Degree Transfer Program, Actuarial Science
Principal Global Investors January 2012 - Present
Terrus Real Estate Group January 2001 - December 2011
Principal Global Investors 1988 - 2001
Skills
Asset Management, Investments, Due Diligence, Budgeting, Negotiation, Financial Analysis, Valuation, Excel, Financial Modeling, Property Management, Contract Negotiation, Financial Reporting, Word, Real Estate, Microsoft Office, Mergers & Acquisitions, Corporate Real Estate, Budgets
Education
Drake University 1993 — 1996
Master Degree, Business Administration
Iowa State University - College of Business 1984 — 1988
Finance
Sammons Retirement Solutions - Member of Sammons Financial Group December 2011 - Present
Principal Financial Group November 2008 - December 2011
Principal Global Investors May 2007 - November 2008
Principal Financial Group March 2005 - May 2007
Principal Financial Group December 2003 - March 2005
The Vanguard Group September 1997 - November 2003
Skills
Investments, Asset Allocation, Mutual Funds, Asset Management, Research, Wealth Management, Alternative Investments, Retirement Planning, Financial Planning, Investment Strategies, Financial Analysis, Financial Modeling, Risk Management, Strategic Planning, Financial Forecasting, Business Relationship..., Variance Analysis, Sales Presentations, 401k, Retirement, Investment Advisory, Portfolio Management, Finance, Financial Services, Life Insurance, Financial Advisory, Fixed Annuities, Strategic Financial...
Education
University of Phoenix 2001 — 2003
Masters of Business Administration, 2003
Arizona State University 1994 — 1996
Bachelor of Science Degree, Finance
University of Arizona 1989 — 1993
Industrial Engineering
Mercer September 2015 - Present
Mercer July 2014 - Present
NewCastle Home Loans July 2013 - December 2013
Principal Global Investors April 2012 - July 2013
Principal Financial Group November 2008 - April 2012
Wells Fargo Home Mortgage 2010 - 2011
Citi February 2007 - November 2008
The Rock Mortgage Services March 2004 - February 2008
Skills
Underwriting, Mortgage Banking, Credit, Mortgage Lending, Mortgage Underwriting, Loan Origination, Small Business Lending, Commercial Mortgages, Credit Analysis, Banking, Construction Loans, Finance, Non-Medical Insurance, Health Insurance, FHA, Risk Management, Loans, Residential Mortgages, Financial Services, Insurance, Relationship Management, Financial Analysis, Investments, Analysis, Financial Risk, Leadership, Loan Servicing, Refinance, Mortgage Servicing, Training, Commercial Lending, Consumer Lending, Credit Risk, Management, Portfolio Management, Reverse Mortgages
Education
Grandview University 2007 — 2010
Bachelor of Business Administration (B.B.A.), Management/Real Estate, 3.8 GPA
Des Moines Area Community College 1998 — 2000
Associate of Arts and Sciences (AAS), Paralegal, 3.92
University of Kansas May 2015 - Present
University of Central Missouri August 2011 - December 2014
Waddell & Reed 2005 - 2009
Principal Global Investors 2000 - 2005
Firstar Bank 1995 - 2000
University of Wisconsin - Whitewater 1992 - 1995
University of Wisconsin-Madison 1991 - 1992
Rockurst College 1990 - 1991
University of Kansas 1983 - 1990
Skills
Investments, Corporate Finance, Finance, Statistics, Macroeconomics, Managerial Finance, Teaching, Economics, Financial Analysis, Research, Data Analysis, Public Speaking, Operations Management, Financial Modeling, Microsoft Excel, Analysis, Equity Research, Valuation, Higher Education
Education
CFA Institute 1996 — 1998
CFA charter
University of Kansas - Graduate School of Business 1985 — 1992
Ph.D, Finance
The University of Kansas 1983 — 1987
M.A., Economics
University of Kansas 1983 — 1987
Doctor of Philosophy (Ph.D.), Finance
Harvard University, John F. Kennedy School of Government 1982 — 1983
Public Policy
Bethany College 1979 — 1982
B.S., Business/Economics
Up With People
Up With People
Up With People
Up With People
Principal Global Investors June 2014 - Present
Drake University August 2011 - May 2014
Principal Global Investors May 2013 - August 2013
Principal Global Investors May 2012 - May 2013
Drake University April 2011 - August 2012
Maclean Power Systems May 2011 - July 2011
Maclean Power System May 2010 - August 2010
Skills
Problem Solving, Organizing, Teamwork, Presentation Skills, Communication Skills, Prioritization, Collaboration, Visual Basic, HTML, CSS, SQL, Microsoft Office, VBScript, Batch Processing, VB.NET, JavaScript, Access, Operating Systems, Programming
Education
Drake University 2010 — 2014
Bachelor of Science in Business Administration, Information Systems, Marketing, Minor in Computer Science, 3.67 Cumulative GPA
Dimensional Fund Advisors December 2012 - Present
Dimensional Fund Advisors January 2010 - December 2012
Dimensional Fund Advisors November 2006 - December 2009
Principal Global Investors January 1999 - November 2006
Skills
Fixed Income, Equities, Bloomberg, Portfolio Management, Hedge Funds, Order Management, Electronic Trading, Mutual Funds, Securities, Trading Systems, Commodity, Derivatives, Business Analysis, Trading, Investment Management, Investments, Series 7
Education
Drake University 1999 — 2002
MBA
Texas Tech University - Rawls College of Business 1995 — 1998
BBA, MIS
ITA Group, Inc. November 2013 - Present
Clever Container November 2011 - Present
Principal Global Investors May 2001 - November 2013
Education
AIB College of Business 1999 — 2000
AIB College of Business 1989 — 1991
Bridgewater-Fontanelle High School
Principal Financial Group June 1991 - Present
Principal Global Investors June 1991 - Present
Education
Claremont McKenna College 1987 — 1991
Economics
West Linn High School 1984 — 1987
State Teachers Retirement Stystem of Ohio June 2012 - Present
Principal Global Investors 1999 - 2011
Ohio Bureau of Workers’ Compensation 1997 - 1999
ValMark Securities 1997 - 1998
Roulston & Co 1996 - 1997
Roulston Research 1989 - 1996
Skills
Algorithms, EMS, Equities, Trading, Electronic Trading, Trading Systems, Mutual Funds, Bloomberg, Buy-side, Asset Management, Portfolio Management, Series 7, Risk Management, Compliance, Program Trading, Market Structure, Customer Relations, Options, New Business Development, Capital Markets, Investments, Securities, Technical Analysis, ETFs, Order Management, Excel, Institutional, Wealth Management, Budgeting, Traders, Equity Trading, Settlement, Analysis, Accounting, Bloomberg BESS Certified, Derivatives, Equity Derivatives, Trading Technology, Stocks, Trading Strategies, Hedging, Investment Strategies, Sell Side, Market Data, Trading Platforms, Smart Order Routing, Straight Through..., Quant, Investment Advisory, Trade Execution
Education
Baldwin Wallace University
BA, Business; Accounting and Finance
John Deere Financial November 2011 - Present
Principal Global Investors May 2011 - November 2011
Central College Office of Admission August 2008 - May 2011
Vision Financial Group January 2011 - April 2011
On the Border Restaurant January 2009 - May 2009
Education
Central College 2007 — 2011
Bachelor of Arts, Business Management, French, and Economics
Citi June 2015 - Present
Summit Agricultural Group October 2014 - May 2015
The University of Iowa, Tippie School of Management August 2013 - May 2015
The University of Iowa August 2014 - December 2014
Veriown Energy August 2014 - December 2014
Google June 2014 - August 2014
Junior Achievement of Eastern Iowa March 2014 - May 2014
Principal Global Investors January 2014 - May 2014
Accenture September 2008 - July 2013
Accenture September 2005 - August 2008
Skills
PMO, Business Transformation, Project Portfolio..., IT Strategy, PMP, IT Outsourcing, Outsourcing, Leadership, Project Management, Consulting, Management, Business Analysis, Management Consulting, Business Intelligence, Business Process, Team Leadership, Microsoft Office, Strategic Planning
Education
University of Iowa - Henry B. Tippie College of Business 2013 — 2015
Master of Business Administration (MBA), Finance, General
Escola Politécnica da USP 2004 — 2006
Master's degree, Electrical and Electronics Engineering
Escola Politécnica da USP 1999 — 2003
Bachelor of Engineering (B.Eng.), Electrical, Electronics and Communications Engineering
SENAI Anchieta 1995 — 1998
Technician, Electronic Technician with emphasis on Automation of Manufacturing
Deloitte July 2013 - Present
Principal Global Investors August 2012 - December 2012
Nationwide Insurance May 2012 - August 2012
Actuant Corporation January 2012 - May 2012
Henry B. Tippie School of Management, University of Iowa August 2011 - May 2012
Ixia April 2011 - August 2011
Ixia January 2010 - March 2011
Agilent Technologies July 2007 - December 2009
Skills
DCF, Financial Modeling, Valuation, Data Analysis, Software Project..., Agile Project Management, Equity Research, Competitive Analysis
Education
University of Iowa - Henry B. Tippie College of Business 2011 — 2013
MBA, Finance, General, 3.85
Delhi College of Engineering 2003 — 2007
Bachelor Of Engineering, Computer Science
CFA Institute
Merrill Lynch September 2013 - Present
New York City Area July 2011 - September 2013
Principal Global Investors August 2000 - June 2011
INVESCO October 1987 - August 2000
Skills
Equities, Bloomberg, Portfolio Management, Small Cap Value, Small Cap, Fundamental Research, Domestic Equity, Quantitative, Asset Management, Portfolio Construction, Investments, Equity Research, Investment Strategies, Portfolio Risk Analysis, Portfolio Optimization, Factset, Industry Analysis, Mutual Funds, Investment Advisory, Barra, Northfield, APT, Large Cap, Mid Cap Equities, SMA, Value Investing, Equity Valuation, Hedge Funds, Alternative Investments, Asset Allocation, Bonds, Competitive Analysis, Research, ETFs, Investment Management
Education
D'Amore-McKim School of Business at Northeastern University 1990 — 1993
MBA, Finance
State University of New York College at Potsdam 1982 — 1987
BA, Economics
CFA Institute September 2007 - Present
PQMResearch February 2001 - September 2007
Principal Global Investors January 2000 - June 2003
Bankers Trust Company 1996 - 1998
Mitchell Hutchins Asset Management 1993 - 1996
Calvert Group 1980 - 1983
Skills
Investments, Investment Management, Capital Markets, Investor Relations, Strategic Planning, Social Media, Corporate Governance, Asset Managment, Blogging, Alternative Investments, Portfolio Management, invest, Relationship Management, Global Client Management, Hedge Funds, Investment Strategies, Asset Allocation, Equities, Wealth Management, Investment Advisory, Asset Management, Financial Markets, Institutional..., Fixed Income
Education
University of Medicine and Dentistry of New Jersey 2005 — 2009
MPH, Health Systems and Policy
Cornell University - Johnson Graduate School of Management 1983 — 1985
MBA, Finance, Ops research
The George Washington University 1979 — 1981
BA, Political Science
University of Vermont
University of Vermont
Cigna July 2015 - Present
Principal Global Investors February 2015 - July 2015
Cigna Investment Management May 2014 - August 2014
Reinsurance Group of America May 2013 - August 2013
Skills
Investments, Microsoft Excel, VBA, Statistics, Teamwork, Data Analysis, Analytical Skills, Critical Thinking, PowerPoint, Leadership, Team-oriented, Analytical Approach, Excel, Team Oriented
Education
Drake University 2011 — 2014
Bachelor's degree, Actuarial Science/Finance
MidAmerican Energy Company April 2015 - Present
Principal Global Investors February 2014 - February 2015
Thunderbird School of Global Management August 2012 - May 2013
U.S. Commercial Service January 2012 - April 2012
Central College January 2009 - December 2011
Skills
Leadership, Market Research, Intercultural..., Microsoft Office, International Relations, Cross-cultural Teams, Analysis, International..., Teamwork, Public Speaking, Team Leadership, Self Driven, International Business, Event Planning, Nonprofits, Data Analysis, Research
Education
Thunderbird School of Global Management 2012 — 2013
Master of Science (MS), Global Management, 3.74
Central College 2008 — 2012
Bachelor’s Degree, International Studies (Western Europe), 3.76
Chicago Semester 2012 — 2012
Southeast Polk High School 2004 — 2008
Diploma, 4.0
Sentinel Investments May 2014 - Present
City National Bank of New Jersey September 2012 - May 2014
ImpactAssets, Inc. April 2011 - January 2013
Principal Global Investors April 2006 - March 2011
Bank of New York Mellon 2004 - 2006
American Century Investments 2002 - 2004
RCM 1999 - 2002
Schroders 1996 - 1999
Commonfund 1994 - 1996
Skills
Equities, Asset Management, Asset Allocation, Strategic Planning, Research, Portfolio Management, Customer Relations, Public Speaking, Product Development, Business Strategy, Marketing Strategy, Due Diligence, Fixed Income, Team Building, Financial Analysis, Microsoft Office, Negotiation, Public Relations, New Business Development, Budgeting, Writing, Coaching, Capital Markets, Contract Negotiation, Alternative Investments, Fundraising, Excel, Non-profits, Wealth Management, Private Equity, Mutual Funds, Marketing Communications, Word, Retirement Planning, Hedge Funds, Leadership Development, Data Analysis, Financial Planning, Investments, Investment Management, Strategic Financial..., Finance, Leadership, Asset Managment, Nonprofits, Emerging Markets, Budgets
Education
Cornell University
B.S., Economics
New York University
M.A.
Seton Hall Preparatory School
Springboard Consulting & Capital 2011 - Present
MAKO Enterprises LLC November 2013 - July 2014
FxRedux Solutions April 2013 - June 2014
The ReWall Company January 2013 - August 2013
Principal Global Investors 2005 - 2011
Principal Global Investors 2002 - 2005
Principal Global Investors 1997 - 2002
Information Advantage 1994 - 1997
Milloy Farms 1985 - 1993
Skills
Alternative Investments, Business Strategy, Entrepreneurship, Financial Analysis, Investment Strategies, Venture Capital, Business, Start-ups, Forecasting, Turnaround Specialist, Developing and writing..., Evaluating M&A or..., Forecasting pro-forma..., Valuing whole or..., Communicating plans to..., Creating unique..., Business Analysis, Investor Relations, New Business Development, Operations, Start-up Operations, Raising Venture Capital, Private Equity, Marketing, Strategic Planning, Investments, Due Diligence, Finance, Leadership, Analysis, Management, Strategy, Investment Banking, Management Consulting, Portfolio Management, Valuation, Restructuring, Financial Modeling, Accounting, Asset Management, Executive Management, Corporate Finance, Consulting, Small Business
Education
Drake University
MBA, Finance and Investments
Iowa State University
BS, Agriculture Business
Iowa State University
BS, Animal Science
Principal Global Investors December 2014 - Present
Aviva Investors December 2006 - November 2014
Skills
Investment Management, Bloomberg, Fixed Income, Performance Attribution, Investments, Performance Measurement, GIPS
Education
Buena Vista University 2001 — 2005
Bachelors, Finance & Banking, Economics
Iowa State University 2015 - Present
Iowa State University August 2015 - Present
North High School December 2014 - Present
Iowa State University January 2015 - Present
Fleet Feet Sports Des Moines June 2014 - Present
Nationwide Agribusiness Insurance Company May 2015 - August 2015
Splashes n' Smiles Swimming June 2012 - May 2015
Principal Global Investors August 2014 - August 2014
Allied Insurance a Nationwide Company May 2014 - August 2014
Auburn University August 2013 - May 2014
Skills
Cpr Certified, AED, PowerPoint, First Aid, Public Speaking, Research, Microsoft Office, Microsoft Word, Critical Thinking, Facebook, Microsoft Excel, Leadership, Speech Writing, Writing, Experience Working with..., Childcare, Swim Instruction, Event Planning, Travel, Lifeguarding, Customer Service, Customer Oriented, Organization &..., Spanish, Staff Development, Social Media, Grant Writing, Management
Education
Iowa State University 2014 — 2016
Bachelor of Arts (B.A.), Economics, Mathematics, Global Resource Systems, Spanish
Auburn University 2012 — 2014
Quantitative Economics, Spanish
Central Academy 2008 — 2012
Roosevelt High School 2008 — 2012
Principal Financial Group July 2014 - Present
Principal Financial Group January 2013 - July 2014
Principal Global Investors 2005 - 2012
DLR Group 2001 - 2005
Skills
Outlook, Administrative..., Office Management, Microsoft Office, Microsoft Excel, Travel Arrangements, Microsoft Word, File Management, Concur, Calendaring, PowerPoint, Calendars, Visio, SharePoint, Idea Builder Application, Project Coordination, Leadership, Management
Education
Simpson College 2007 — 2010
BA, English / Corporate Communication
Des Moines Area Community College 2001 — 2004
AA, Liberal Arts
Des Moines Area Community College
Principal Global Investors July 2015 - Present
Creighton University September 2014 - May 2015
Boys Town September 2014 - May 2015
Metonic Real Estate Solutions May 2014 - August 2014
Creighton University September 2013 - August 2014
University of Virginia, Office of Equal Opportunity Programs September 2012 - February 2013
PROOF Media for Social Justice March 2012 - September 2012
Randolph College August 2011 - December 2011
Randolph College May 2011 - July 2011
Nepal Investment Bank December 2010 - January 2011
Skills
Tessitura, Stata, Microsoft Office, Research, Non-profits, Economics, Oracle Applications, Nonprofits, Social Media, Qualitative Research, International Relations, Public Speaking, Training, Grant Writing, Program Management, PowerPoint, Report Writing, Leadership, Data Analysis, Microsoft Excel, Finance, Financial Analysis
Education
Creighton University 2013 — 2015
Master of Investment Management & Financial Analysis (MIMFA)
Randolph College 2008 — 2012
BA, Economics and Business Administration
Principal Global Investors 2005 - Present
GATX 2002 - 2005
Arthur Andersen 2000 - 2002
Principal Global Investors 1998 - 2000
Skills
Portfolio Management, Investments, Corporate Finance, Equities, Capital Markets, Finance, Real Estate, Investment Properties, Entrepreneurship, Accounting, Analytics, Asset Management, Valuation, Alternative Investments, Financial Modeling, Fixed Income, Equity Research, Investment Strategies, Hedge Funds, Asset Allocation, Asset Managment, Private Equity, Investment Management
Education
The University of Chicago Booth School of Business 2003 — 2005
MBA, Analytic Finance, Entrepreneurship
Drake University 1994 — 1998
BSBA, Finance & Insurance
Reed Smith LLP August 2014 - Present
University of Maryland December 2013 - August 2014
George Washington University August 2012 - November 2013
University of Notre Dame September 2011 - April 2012
Principal Global Investors January 2011 - September 2011
Drake University September 2007 - May 2011
Iowa Beverage Distributors June 2010 - December 2010
Saga Communications May 2010 - November 2010
Skills
Social Media Marketing, Social Media, Event Planning, Sports, Editing, Marketing, Sports Marketing, Marketing Strategy, Fundraising, Event Management, Microsoft Office, Customer Service, Graphic Design, Radio, Photoshop, Ticket Sales, Promotions, Intercollegiate..., Event Marketing, InDesign, Video Editing, Facebook, Customer Relations, softball, Advertising, Social Networking, Management, PowerPoint, Marketing Communications, Microsoft Excel, Leadership, Sales, Public Speaking
Education
University of Maryland University College 2015 — 2017
Master of Business Administration (M.B.A.), Business Administration and Management, General
Drake University 2007 — 2010
Bachelor of Science in Business Admnistration, Marketing and Business Law, 3.73
OpticDental August 2015 - Present
Principal Global Investors January 2013 - August 2013
Cornell College August 2012 - December 2012
Koons Honda of Manassas May 2012 - August 2012
Aeropostale October 2010 - June 2012
The Wilson Law Firm March 2010 - August 2010
Vector Marketing July 2010 - July 2010
Skills
Microsoft Office, Spanish, Public Speaking, Business Relationship..., Goal Oriented, Organization, Fast Learner, Wrestling, Team Building, Team Leadership, Community Development, Negotiation, Self-motivated..., Communication Skills, Cultural Diversity, Event Planning, Customer Service, Networking, Leadership Development, Management, Research, Microsoft Excel, PowerPoint, Teamwork, Leadership, Time Management, Communication
Education
University of Wisconsin Law School 2015 — 2018
Doctor of Law (J.D.), International Business
Cornell College 2012 — 2015
Bachelor of Arts, Economics & Business, Sophtmore
Osbourn High School 2007 — 2011
High School Diploma, Advanced Studies
BerganKDV November 2012 - Present
Denman & Company, LLP June 2006 - November 2012
Principal Global Investors January 2005 - December 2005
Skills
Financial Analysis, Financial Reporting, Accounting, Auditing, Internal Controls, Tax, GAAP, Financial Accounting, US GAAP, Income Tax, Corporate Tax, Strategic Planning, Assurance, CPA, Tax Preparation, Finance
Education
University of Northern Iowa 2003 — 2006
BS, Accounting
Colorado State University 2000 — 2002
Principal Global Investors March 2014 - Present
Principal Financial Group May 2013 - March 2014
PwC June 2012 - May 2013
CliftonLarsonAllen September 2011 - June 2012
ING May 2010 - January 2011
Classic Builders / Greystone Homes May 2009 - May 2010
Education
Drake University 2009 — 2012
Master of Accountancy
Drake University 2008 — 2011
Bachelor of Business Administration (BBA)
Ankeny High School 2004 — 2007
University of Iowa - Henry B. Tippie College of Business July 2015 - Present
Vantagepoint Funds January 2015 - Present
University of Iowa 2008 - June 2015
University of Iowa September 2010 - June 2014
Principal Global Investors August 1982 - March 2005
Skills
Financial Analysis, Financial Modeling, Portfolio Management, Valuation, Equity Valuation, Networking, Career Counseling, Data Analysis, Leadership, Staff Development, Strategic Planning, Business Development, Finance, Professional Mentoring, Bloomberg, Corporate Finance, Equities, Analysis, Quantitative Analytics, Training, Equity Research, Financial Markets, Investment Management, Economics, Statistics, Risk Management, Mergers & Acquisitions
Education
Drake University 1982 — 1983
MBA, Business
University of Iowa - Henry B. Tippie College of Business 1979 — 1982
BBA, Finance, With Distinction
Principal Global Investors November 2014 - Present
Principal Global Investors March 2014 - Present
Principal Global Investors March 2012 - March 2014
Principal Global Investors June 2010 - March 2012
Principal Global Investors August 2008 - June 2010
Greater North Michigan Avenue Association (GNMAA) February 2007 - May 2007
Skills
Investments, Marketing Communications, Financial Analysis, Marketing Strategy, Microsoft Office, Marketing, Market Research, PowerPoint, Microsoft Excel, Social Media, Event Planning, Strategic Planning, Public Speaking, Microsoft Word, Event Management, Time Management
Education
Central College 2004 — 2008
Bachelor of Arts, Communication Studies, Business Management
Pacific Eagle Holdings December 2014 - May 2015
KBS Realty Advisors February 2010 - November 2013
Principal Global Investors August 2006 - December 2008
Cushman & Wakefield March 1994 - August 2006
Skills
Financial Structuring, Acquisitions, Real Estate Transactions, Asset Management, Investment Sales, Finance, Asset Dispositions, Asset Managment, Financial Modeling, Real Estate, Disposition, Property Management, Investment Properties, Capital Markets, Private Equity, Due Diligence, Real Estate Development, Commercial Real Estate, Joint Ventures, Contract Negotiation, Capital Raising, Strategic Partnerships, Dispositions, Real Estate Economics, Investments, Corporate Real Estate, Leases, Brokerage, Valuation
Education
California State University-Chico
BS, Bus Adm - Finance
Yarn Junction Co. July 2014 - Present
Principal Global Investors April 2011 - June 2014
Principal Global Investors November 2007 - April 2011
Wells Fargo May 2006 - August 2007
Skills
Equities, Trading, Derivatives, Asset Management, Financial Analysis, Equity Research, Asset Managment, Investments
Education
Drake University 2007 — 2009
MS, Financial Management
Iowa State University - College of Business 2001 — 2004
BS, Marketing
University of Iowa - Henry B. Tippie College of Business September 2015 - Present
Principal Global Investors January 2015 - Present
Watts Group February 2014 - November 2014
SIU School of Medicine May 2012 - August 2013
Skills
Public Speaking, PowerPoint, Microsoft Office, Social Media, Research, Microsoft Excel, Microsoft Word, Team Leadership, Event Planning, Customer Service, Social Media Marketing, Budgets, Coaching, Event Management, Strategic Planning, Teamwork, Time Management
Education
University of Iowa - Henry B. Tippie College of Business 2012 — 2016
Bachelor of Business Administration (BBA), Finance
CIMBA 2014 — 2014
Leadership and Business Management
Principal Global Investors March 2015 - Present
Stockbridge Investors August 2013 - January 2015
Lazard Freres & Co. June 2011 - June 2013
Lazard Freres & Co. May 2010 - July 2010
Freddie Mac May 2009 - August 2009
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Due Diligence, Business Valuation, Accounting, Microsoft Excel, Operations Management, Team Leadership, Mergers & Acquisitions, Customer Service, Team Management, Team Building, Spanish
Education
Brigham Young University 2007 — 2011
BS, Accountancy, Accounting
Principal Financial Group February 2015 - Present
Drake University January 2013 - May 2015
United States Army Reserve November 2009 - March 2015
Principal Global Investors May 2014 - August 2014
GuideOne Insurance April 2013 - September 2013
Iowa State University August 2011 - December 2012
Principal Global Investors May 2012 - August 2012
Wal-Mart September 2009 - August 2011
HP Enterprise Services January 2009 - July 2009
United States Marine Corps January 2005 - January 2009
Skills
Microsoft SQL Server, Database Management, Data Entry, SQL, Reporting Systems, Data Integration, Visual Studio, Java, VBA, VB.NET, C#, HTML, CSS, JavaScript, Web Development, SDLC, Agile Methodologies, Leadership, Microsoft Office, Analysis, Time Management, Military Operations, Military Training, Teamwork, Research, Access, Process Improvement, Participating in group..., Accounting, Operational Planning, Organizational..., Attending to detail, Intuiting strategies..., Logistics, Tactics, Accountability, Financial Reporting, Budgeting, Administration, Risk Assessment, Critical Thinking, Military Logistics, Information Assurance
Education
Drake University 2013 — 2015
Bachelor of Science in Business Administration, Information Systems, Insurance, Junior
Leader Development and Assessment Course 2013 — 2013
Army ROTC, Military Science and Operations, Satisfactory
Iowa State University 2011 — 2012
Bachelor of Science (B.S.), Management Information Systems, General, Junior
Primary Leadership Development Course 2011 — 2011
Military and Strategic Leadership, Sergeant (E-5)
Financial Management Operations 2010 — 2010
Finance and Financial Management Services
Logistics Operations School 2005 — 2005
Johnston Senior High School 2000 — 2004
Principal Financial Group October 2014 - Present
Principal Global Investors October 2012 - October 2014
Principal Global Investors September 2004 - October 2012
Principal Financial Group August 2003 - September 2004
Education
Buena Vista University 1996 — 2000
Bachelor, Finance
The Leuthold Group, LLC November 2005 - Present
Principal Global Investors 1997 - 2003
Education
The Ohio State University 1989 — 1990
MA, Economics
Coe College 1984 — 1988
BA, Business Administration & Economics
Principal Global Investors May 2011 - Present
Principal Financial Group March 2010 - May 2011
Principal Financial Group March 2005 - March 2010
Principal Financial Group April 1997 - March 2005
Skills
Securities, Treasury Management, Investment Operations, Investments, Finance, Risk Management, Financial Services, Cash Management, Internal Audit, Treasury, Process Improvement, Management, Fixed Income, Asset Management, Equities
Education
Buena Vista University 1988 — 1992
Bachelor of Arts, Finance & Banking
Principal Global Investors
Skills
.NET, Microsoft SQL Server, ASP.NET, C#, VB.NET, Crystal Reports
Education
Briar Cliff University 1986 — 1990
Bachelor's Degree, Computer Science
Principal Global Investors October 2010 - Present
Principal Real Estate Investors 2006 - September 2010
State Street 1998 - 1999
Skills
Valuation, Asset Managment, Financial Modeling, Portfolio Management, Asset Management, Investments, Real Estate Economics, Bloomberg, Due Diligence, Financial Analysis, Equity Research, Equities, Capital Markets, Investment Management, Fixed Income, Asset Allocation, Credit Analysis, Structured Finance
Education
Drake University 2002 — 2004
MBA, Executive Development
University of Iowa 1994 — 1997
Bachelor's degree, Finance, General
Atlantic High School 1989 — 1993
Diploma
Wellmark June 2009 - Present
Principal Global Investors August 2005 - April 2009
ACT April 2003 - August 2005
Skills
Visual Basic, SQL Server, Java, Web Applications, Programming, Documentation, VB.NET, C#, HTML, ASP.NET, SQL, Databases, Requirements Analysis, Windows, XML, Application Development, .NET, Web Services, JavaScript, Problem Solving, Microsoft Office, Software Development, C++, Visio, Data Analysis, Web Development, BizTalk, Genesys, IVR, BAM, Microsoft SQL Server, SSIS, PL/SQL, Oracle, T-SQL, SDLC, Database Design
Education
Central College 1998 — 2002
BA, Computer Science, Mathematics, Religion, Philosophy
Nuveen Investments September 2014 - Present
Principal Global Investors November 2013 - August 2014
Principal Global Investors June 2011 - November 2013
Principal Global Investors September 2010 - May 2011
Genworth Financial May 2010 - August 2010
Meredith May 2009 - May 2010
Skills
Equities, Performance Attribution, Microsoft Excel, Corporate Finance, Asset Management, Factset, Portfolio Performance..., Equity Investments, Sensitivity Analysis, VBA, GIPS Compliance
Education
Drake University 2007 — 2011
BSBA, Finance, Marketing double major
Passed Level I of the CFA Program
Passed Principles level of the CIPM Program
Principal Global Investors March 2014 - Present
Principal Global Investors June 2012 - March 2014
Principal Financial Group August 2009 - June 2012
Merrill Lynch June 2008 - August 2008
Drake University Athletics June 2007 - August 2007
Skills
Leadership, Investments, Cross-functional Team..., Risk Management, Financial Analysis, Leadership Development, Business Analysis, Analysis, Insurance, Portfolio Management, Valuation, Public Speaking, Management, Mutual Funds, Awesomeness, Customer Service, Finance, Asset Management
Education
Drake University 2010 — 2014
Master of Business Administration (M.B.A.)
Drake University 2004 — 2009
Finance, Marketing, General Business, Entrepreneurial Management, Concentration in Insurance
Farmers Mutual Hail Insurance April 2015 - Present
MF Farms Inc January 2005 - Present
John Deere Insurance Company @ John Deere Financial November 2013 - March 2015
John Deere Insurance Company October 2011 - November 2013
John Deere Financial Worldwide Headquarters June 2011 - October 2011
DeWaay Financial Network June 2010 - May 2011
Principal Global Investors May 2008 - July 2009
S & C Automotive, Inc. February 2002 - January 2005
Skills
Financial Accounting, MS Excel 2003 2007, Investment Accounting, Financial Reporting, Financial Analysis, Premium Taxes, Insurance Accounting, Microsoft Excel, Accounting, Auditing, Insurance, Account Reconciliation, Accounts Payable, Finance, Accounts Receivable, Financial Statements, General Ledger
Education
Drake University 2010 — 2016
Masters, Accounting
Drake University 2006 — 2010
BSBA, Accounting, Insurance
RS Investments November 2012 - Present
Principal Global Investors June 2012 - November 2012
William Blair & Company June 2011 - August 2011
Deloitte December 2006 - June 2010
Intel September 2004 - December 2006
Skills
Equity Research, Portfolio Management, Asset Managment, Risk Management, Valuation, Financial Modeling, Forecasting, Accounting, Business Strategy, Data Analysis, Project Management, Financial Analysis, Strategic Planning, Competitive Analysis, VBA, Asset Management, Investments, Finance, Emerging Markets, Strategy, Cross-functional Team..., Equities
Education
Duke University - Fuqua School of Business 2010 — 2012
MBA, Investment & Finance
University of Warwick 2002 — 2003
MSc, Information Technology for Manufacture
Coventry University 2000 — 2002
BA, Business Information Technology
Wells Fargo Home Mortgage February 2015 - Present
Wells Fargo Home Mortgage September 2014 - Present
Havenbrook Brokers September 2013 - June 2014
Wells Fargo June 2013 - September 2013
Principal Global Investors January 2012 - August 2012
Avercast LLC August 2011 - November 2011
The Church of Jesus Christ of Latter-Day Saints March 2007 - March 2009
Skills
Excel, PowerPoint, Argus Modeling, Mortgage Underwriting, Research, Insurance, Retail, Valuation, Loans, Microsoft Office, Customer Service, Real Estate, Microsoft Word, Event Planning, Sales, Access, Budgets, Public Speaking, Social Media, Underwriting, Microsoft Excel, Analysis
Education
University of Iowa 2015 — 2017
Master of Business Administration (M.B.A.), Finance emphasis
Brigham Young University - Idaho 2009 — 2013
Bachelors of Science, Business Management-Finance
Antares Capital LP January 2012 - Present
Ernst & Young May 2009 - December 2011
Principal Global Investors January 2008 - August 2008
Skills
Leveraged Finance, Leveraged Lending, LBO, Private Equity, Financial Modeling, Finance, Financial Analysis, Accounting, Financial Accounting, Management
Education
University of Notre Dame - Mendoza College of Business 2009 — 2010
M.S., Accounting
College of Charleston 2004 — 2008
B.S., Business Administration/ Finance Concentration
Cohen & Steers May 2008 - Present
Principal Global Investors 2006 - 2008
Education
City University of New York-Baruch College - Zicklin School of Business 2010 — 2012
MS
City University of New York-Hunter College 2001 — 2005
BA
Principal Global Investors June 2013 - Present
Chicago Fundamental Investment Partners March 2007 - November 2012
RBC Capital Markets June 2002 - August 2005
Skills
Equity Research, Hedge Funds, Valuation, Equities, High Yield, Financial Modeling, Fixed Income, Alternative Investments, Bloomberg, Sell Side, Buy-side, Special Situations, Debt Restructuring, Leveraged Finance, Credit Analysis, Legal Documents, Distressed Debt, Distressed M&A, Chapter 11, CCAA, Capital Structure, Covenants, Restructuring, Capital Markets, Long/Short Equity, Event Driven
Education
The University of Chicago - Booth School of Business 2005 — 2007
Master of Business Administration (MBA), Finance, Strategic Mgmt, Accounting
Creighton University 1997 — 2001
Bachelors of Science - Business Administration, Finance, Marketing
OneBeacon Insurance July 2013 - Present
A.M. Best Company August 2005 - August 2012
Principal Global Investors September 2000 - August 2005
Principal Financial Group December 1998 - September 2000
Principal Financial Group July 1993 - December 1998
Skills
Financial Analysis, Credit Analysis, Financial Reporting, Financial Accounting, Insurance, Fixed Annuities, Investments, Strategic Financial..., Portfolio Management, Finance, Financial Risk, Financial Planning, Corporate Finance, Risk Management, Analysis
Education
University of Iowa - Henry B. Tippie School of Management 2000 — 2003
MBA, Finance
Central College 1989 — 1993
BA, Economics and Business Management
South Tama County High School 1986 — 1989
Principal Global Investors Accounting & Finance ManagerUPS1993 - 2005
Skills
Investments, Management, Financial Analysis, Strategic Planning, Financial Reporting, Securities, Process Improvement, Bloomberg, Accounting, Finance, Customer Service
Education
Drake University 1997 — 1999
Morningside College 1987 — 1991
Principal Global Investors Managing DirectorPrincipal Global Investors2003 - Present
Credit Suisse Asset Management (formerly BEA Associates) 1997 - 2003
Education
California State University-Fullerton 1998 — 2001
Principal Global Investors June 2006 - Present
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
Humana May 2010 - Present
UnitedHealth Group 2007 - 2008
UnitedHealth Group 2003 - 2006
Principal Global Investors 2000 - 2002
Principal Financial Group 1998 - 2002
AmerUs Life 1993 - 1997
Skills
Marketing, Business Planning, Sales Management, Business, Health Insurance, Insurance, Employee Benefits, Financial Services, Healthcare, Strategy, Strategic Planning, Process Improvement, CRM, Market Analysis, Relationship Management, Product Development, Cross-functional Team..., Marketing Strategy, Vendor Management, Mergers & Acquisitions, Leadership
Education
University of Iowa - Henry B. Tippie College of Business 1999 — 2002
MBA
Drake University 1993 — 1995
BSBA
Principal Global Investors December 2012 - Present
Aviva Investors January 2002 - December 2012
Skills
Portfolio Management, Asset Managment, Fixed Income, Bloomberg, Investments
Education
University of Iowa - Henry B. Tippie College of Business 2004 — 2007
Central College 1998 — 2002
BS, Finance
Principal Financial Group November 2012 - Present
Principal Financial Group January 2009 - October 2012
Principal Global Investors March 2007 - December 2008
Principal Financial Group May 2001 - March 2007
Skills
Finance, Accounting, Bloomberg, Portfolio Management, Risk Management, Investments, Financial Analysis
Education
Drake University 2003 — 2006
MBA, Finance
Iowa State University - College of Business 1996 — 2001
Bachelor's of Science, Finance, General
Principal Global Investors May 2008 - Present
Putnam Investments 2001 - 2008
Putnam Investments 2000 - 2001
Putnam Investments 1996 - 2000
Putnam Investments 1994 - 1996
Skills
Mutual Funds, Investments, FINRA, Portfolio Management, Retirement Planning, Series 7, Investment Management, Strategy, Morningstar, Retirement, Capital Markets, Asset Management
Education
Bentley College - Elkin B. McCallum Graduate School of Business
Masters of Science, Global Financial Analysis
Boston College
Bachellor of Arts, Economics & Mathematics
Principal Global Investors November 2004 - Present
Banc of America Securities September 2003 - September 2004
Goldman Sachs 1998 - 2003
Skills
Charles River IMS, Portfolio Management, Equities, Equity Derivatives, Finance, Mergers, Financial Services, Bloomberg, Bonds, Fixed Income, Asset Managment, Valuation, Credit Analysis, Financial Modeling, Investments, Derivatives, Hedge Funds, Securities, Trading, Corporate Finance
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1999 — 2001
MBA, Finance
Iowa State University 1993 — 1998
Bachelor of Science (BS)
Wellmark Blue Cross and Blue Shield June 2015 - Present
Principal Global Investors March 2011 - Present
Principal Global Investors July 2007 - March 2011
Principal Financial Group April 2001 - July 2007
Skills
Application Architecture, Enterprise Architecture, Project Management, Technical Architecture, Architecture, Project Planning, Analysis, SDLC, IT Strategy, SharePoint, Requirements Analysis, Business Requirements, Risk Management, Visio, Solution Architecture, Architectures, Enterprise Software
Education
University of Northern Iowa 1994 — 1998
Dana College 1991 — 1993
Alliance Investment Management LLC September 2014 - Present
Principal Global Investors March 2014 - August 2014
Principal Global Investors March 2012 - March 2014
Principal Financial Group June 2008 - July 2012
Plante & Moran May 2008 - June 2008
Macatawa Bank May 2007 - August 2007
Macatawa Bank May 2006 - August 2006
Education
Dordt College 2004 — 2008
Business Administration, Finance, Marketing
Unity Christian High School 2000 — 2004
Ranco Fertiservice, Inc. July 2013 - Present
Principal Global Investors February 2003 - June 2013
Principal Financial Group July 1997 - February 2003
Skills
Bloomberg, Asset Managment, Fixed Income, Securities, Equities
Education
Drake University 1999 — 2001
MBA, Business
Buena Vista University 1995 — 1997
BA, Finance & Banking
North Iowa Area Community College 1993 — 1995
AA, Business
Rockwell-Swaledale High School 1989 — 1993
Fannie Mae November 2008 - Present
Principal Global Investors April 2007 - June 2008
Education
California Polytechnic State University-San Luis Obispo
BS, Biology
Principal Global Investors 1995 - Present
Skills
Valuation, Hedge Funds, Series 7, Investments, Financial Analysis, Equities, Bloomberg, Asset Managment, Financial Modeling, Equity Research, Portfolio Management, Asset Allocation, Equity Valuation, Fixed Income
Education
Drake University 1986 — 1988
MBA, Finance
Central College 1981 — 1985
BA
Stockbridge Capital Partners September 2010 - Present
Principal Real Estate 2007 - August 2010
Principal Global Investors 2004 - 2010
DB RREEF 2005 - 2007
Equitable Real Estate/Lend Lease August 1988 - October 2002
Equitable RE/Lend Lease RE Investments 1988 - 2002
Lend Lease (formerly Equitable Real Estate) 1988 - 2002
Lend Lease (formerly Equitable Real Estate) 1988 - 2002
Education
Agnes Scott College 1983 — 1987
BA, Economics
Robert College 1976 — 1983
Principal Funds May 2010 - Present
Principal Global Investors June 2008 - June 2010
Principal Global Investors June 2001 - November 2009
GuideOne Insurance January 1998 - April 2000
Wells Fargo Bank June 1994 - January 1999
Skills
Advertising, Email Marketing, Web Marketing, Video Production, Brand Management, SEM, Marketing Communications, Corporate Communications, Marketing Strategy, Social Media Marketing, Investments, Copywriting, Strategic Communications, Marketing, Market Research
Education
Drake University 2005 — 2008
MBA, Finance
Iowa State University - College of Business 1990 — 1994
BA, Marketing
Principal Global Investors November 2007 - Present
Aviva Investors 1991 - 2007
Education
Drake University
MBA, Finance
Principal Global Investors May 2012 - Present
Skills
Coaching, Customer Service, Financial Analysis, Marketing Strategy, Portfolio Management, Sales, Strategic Planning, Valuation, Pest Control, Account Management, Investments, Marketing, Social Media, Leadership, Management, Budgets, Risk Management
Education
Drake University 2004 — 2008
BSBA, Finance
RiverGlen Wealth Management January 2011 - Present
West Des Moines Water Works August 2010 - December 2012
Drake University/Grandview University 2008 - December 2010
Principal Global Investors 2002 - 2008
Principal Financial Group 1989 - 2008
Skills
Investments, Portfolio Management, Mutual Funds, Fixed Income, Strategy, Investment Strategies, Financial Risk, Leadership, Economics, Bonds, Financial Analysis, Asset Management, Valuation, Analysis, Financial Modeling, Management
Education
Drake University 1987 — 1989
MBA, Finance
Principal Global Investors March 2010 - Present
Education
Drake University 2006 — 2008
Masters of Financial Management
Simpson College 1998 — 2002
Principal Global Investors Chief Complinace OfficerMerrill Lynch Investment ManagersJanuary 2005 - April 2007
Morgan Stanley Asst Management February 2003 - March 2005
Education
American University Washington College of Law
JD, Law
Penn State University
BA, Political Science
UBS Global Asset Management 2010 - Present
Deephaven Capital Management January 2007 - March 2009
Principal Global Investors 2003 - 2007
AEGON USA Investment Management 2001 - 2003
The Chase Manhattan Bank 1997 - 2000
Skills
Fixed Income, Emerging Markets, Portfolio Management, Bloomberg, Economics, Financial Analysis, Alternative Investments, Global Macro
Education
Columbia University - School of International and Public Affairs 1995 — 1997
MA
Carleton College
BA, Mathematics
The Brearley School
Principal Global Investors April 1994 - December 2008
Principal Global Investors April 1987 - April 1994
Education
Central College 1980 — 1984
BA, Business
Principal Global Investors August 2007 - Present
Principal Global Investors January 2006 - July 2007
Wells Fargo Financial May 2005 - August 2005
AEGON USA Investment Management, LLC January 2004 - August 2004
Skills
Valuation, Asset Managment, Equity Research, Financial Modeling, Equities, Investments, Equity Valuation, DCF, Portfolio Management
Education
University of Northern Iowa 2002 — 2005
Bachelor of Arts, Finance
Creighton University 2001 — 2002
Finance, General
Guggenheim Partners Investment Mangagement, LLC March 2014 - Present
Principal Funds July 2008 - March 2014
Principal Global Investors January 1999 - July 2008
Principal International July 1997 - December 1998
Principal Commercial Real Estate Investors July 1994 - June 1997
Principal Financial Group July 1992 - July 1994
Principal Financial Group January 1991 - July 1992
Skills
Series 7, Mutual Funds, Alternative Investments, Series 63, Investments, Asset Allocation, Investment Advisory, Asset Managment, Series 24, Wealth Management, Series 65, Portfolio Management, Separately Managed..., Equities, Securities, Retirement Planning, ETFs, Retirement, Strategic Financial..., Financial Advisory, Wealth, Risk Management, Defined Benefit, Due Diligence, Institutional, Equity Valuation, Capital Markets, Insurance, Institutional..., Relationship Management, Fund Of Funds, Pensions, Financial Analysis, Pension Funds, Defined Contribution, Variable Annuities, Equity Research, Valuation, Fixed Annuities, Financial Markets, Bonds, Hedge Funds, Finance, 401k, Investment Management, Investment Strategies, Fixed Income, Financial Modeling, Life Insurance, Asset Management
Education
Drake University 1992 — 1994
MBA, International Business, 3.93
University of Nebraska-Lincoln 1986 — 1990
bachelors, Finance
Principal Global Investors Asst. DirectorPrincipal Real Estate Investors1987 - 2009
Skills
Real Estate, Investments, Negotiation, Due Diligence, Financial Analysis, Customer Relations, Customer Service, Team Building, Problem Solving, Coaching, Commercial Real Estate, Valuation, Mortgage Lending, Asset Management, Insurance, Analysis
Education
Drake University 1989 — 1991
MBA, Business
Drake University 1983 — 1987
BA, Marketing/Management
University of Northern Iowa 1983 — 1986
BA, Marketing/Management
Principal Global Investors September 2004 - Present
Business Capital Corporation 2003 - 2004
Skills
Equity Research, Financial Modeling, Bloomberg, Valuation, Equities, Financial Analysis, Asset Management, Investments
Education
Drake University 1999 — 2003
B.S., Finance, Actuarial Science, Mathematics
Athene Asset Management October 2013 - Present
Aviva Investors January 2011 - October 2013
Aviva Investors January 2010 - January 2011
Principal Global Investors 2008 - 2009
Principal Global Investors October 2006 - June 2008
Principal Financial Group 1998 - 2006
Principal Financial Group 1994 - 1997
Principal Financial Group 1988 - 1993
Principal Financial Group 1983 - 1987
Principal Financial Group 1979 - 1982
Skills
Fixed Income, Risk Management, Financial Services, Internal Controls, Management, Process Improvement, Accounting, Securities
Education
Drake University 2008 — 2008
Business Leadership Certificate Program
Iowa State University - College of Business 1975 — 1979
BS, Accounting
Principal Global Investors April 2007 - Present
Principal Global Investors April 2004 - April 2007
Principal Global Investors January 1999 - April 2004
Skills
Portfolio Management, Investments, Credit Analysis, Trading, Bloomberg, Fixed Income, Credit, Financial Risk, Asset Managment, Equities, Securities, Valuation, Bonds, Asset Allocation, Financial Analysis, Mutual Funds, Microsoft Office, Charles River IMS, Barclays P, Team Management
Education
Drake University 1999 — 2001
Master, Business Administration
University of Northern Iowa 1996 — 1999
Bachelor of Arts, Finance
Uline January 2014 - Present
Racine County June 2011 - January 2014
Marquette University May 2009 - July 2009
Drake University August 2005 - May 2008
Denman & Company, LLP January 2008 - April 2008
Principal Global Investors June 2007 - December 2007
Denman & Company, LLP January 2007 - April 2007
MetaBank March 2006 - December 2006
Education
Marquette University 2008 — 2009
Masters of Science, Accounting
Drake University 2004 — 2008
BSBA, Accounting
Principal Global Investors September 2007 - Present
Tata Consultancy Services 2001 - 2005
Skills
Valuation, Equity Research, Financial Modeling, Equities, Equity Valuation, Bloomberg, Capital Markets, Financial Analysis, Portfolio Management, Asset Managment, Asset Management, Investments, Business Analysis, Due Diligence, Economics, Analysis, Fixed Income, Requirements Analysis, Investment Banking, Hedge Funds, Management, Finance, Corporate Finance, Risk Management, Derivatives, Quantitative Research
Education
University of Iowa - Henry B. Tippie College of Business 2005 — 2007
MBA, Finance
Cochin University of Science and Technology
AXA US February 2015 - Present
Principal Financial Group July 2009 - February 2014
Principal Global Investors July 2007 - July 2009
Principal Financial Group August 1997 - July 2007
Education
Drake University 1988 — 1991
BS Business Administration, Economics, Finance
Principal Global Investors October 2006 - Present
Skills
Project Coordination, Financial Accounting, Investments, Fixed Income, Asset Managment, Securities, Business Analysis, Microsoft Excel, PeopleSoft, Cash Management, Access, Bloomberg, Financial Analysis, Customer Service, Accounting, Finance, Equities, Project Management, Process Improvement, Budgets, Outlook, Settlement, Asset Management, Analysis
Education
University of Iowa - Henry B. Tippie College of Business 2013 — 2016
Master of Business Administration (MBA), Business Administration and Management, General
Buena Vista University 2001 — 2005
Bachelor, Accounting and Management
Validity Screening Solutions April 2015 - Present
Principal Global Investors June 2013 - May 2014
Principal Global Investors January 2012 - June 2013
Principal Global Investors September 2010 - December 2011
Iowa State University- Center for Excellence in the Arts and Humanities May 2010 - August 2010
Iowa State University- Electrical and Computer Engineering Student Services March 2009 - August 2010
Skills
Graphic Design, Illustrator, InDesign, Dreamweaver, Microsoft Office, Photoshop, HTML, Adobe Creative Suite, Social Media Marketing, Email Marketing, SharePoint, Silverpop, Microsoft CRM, Premiere Pro, Adobe Audition, MailChimp
Education
Iowa State University 2008 — 2010
Bachelor of Science, Apparel Merchandising, Design and Production; Communication/Publications
Central College 2006 — 2008
Principal Global Investors January 2008 - April 2009
Education
UCLA Anderson School of Management 2009 — 2011
MBA, Finance and Strategy
Drake University 2005 — 2009
BSBA, Finance and Marketing
Principal Global Investors May 2012 - Present
Cabela's March 2007 - March 2012
Party America 2004 - 2006
Skills
Customer Service, Microsoft Word, Microsoft Excel, Microsoft Office, Retail, PowerPoint, Outlook, Inventory Management, Merchandising, Event Planning, Access, Teamwork, Process Scheduler, Data Entry, Administrative..., Office Administration
Education
Bellevue University 2009 — 2011
Master of Business Administration (MBA), Marketing
Peru State College 2004 — 2006
Bachelor of Science (BS), Business Administration and Management, General, Marketing
Target June 2013 - Present
Target February 2011 - June 2013
Ameriprise Financial September 2010 - February 2011
Principal Global Investors June 2006 - August 2010
Principal Financial Group January 2005 - June 2006
Thrivent Financial for Lutherans January 2004 - December 2004
Thrivent Financial for Lutherans September 1999 - January 2004
Musicland May 1999 - August 1999
Skills
Business Intelligence, Report Development, Reporting & Analysis, Dashboard, Metrics Reporting, Metrics, Performance Metrics, KPI Dashboards, Analysis, Process Improvement, MicroStrategy, MicroStrategy Reporting, Microsoft Excel, SQL, Business Analysis, Business Analytics, Cross-functional Team..., SDLC, IT Strategy, Business Process..., Agile & Waterfall..., Forecasting, Leadership, Financial Metrics, Finance, Investments, Financial Modeling, Financial Analysis, Team Leadership
Education
University of St. Thomas 2015 — 2015
Opus College of Business Executive Education Program - Digital Marketing Certificate
University of St. Thomas 2015 — 2015
Opus College of Business Executive Education Program - Social Media Marketing Certificate
Drake University 2007 — 2008
Master of Financial Management, Financial Management
Concordia University-St. Paul 1995 — 1999
BA, Finance
Agate Global Equity Fund May 2011 - May 2013
Artradis Fund Management May 2007 - June 2009
Principal Global Investors February 2000 - April 2007
TCW Group October 1996 - September 1998
SBC Warburg September 1994 - August 1996
Skills
Alternative Investments, Hedge Funds, Valuation, Fixed Income, Equity Research, Derivatives, Equities, Capital Markets, Investments, Asset Management, Portfolio Management, Investment Management, Investment Banking, Mutual Funds, Emerging Markets
Education
Columbia University - School of International and Public Affairs 1992 — 1994
MIA, International Banking and Finance
Simon Fraser University 1987 — 1992
BBA, Business Administration and Economics
Principal Global Investors December 2014 - Present
Principal Financial Group March 2013 - November 2014
Principal Financial Group October 2011 - March 2013
Wells Fargo Bank June 2010 - October 2011
Fáilte Ireland January 2009 - April 2009
Skills
Financial Analysis, Finance, Financial Reporting, Forecasting, Microsoft Excel, SAS, Access, Team Building, Public Speaking, Leadership, Microsoft Word, VBA, Essbase, Social Media, Microsoft Office, Customer Service
Education
University of Iowa - Henry B. Tippie College of Business 2015 — 2017
Master of Business Administration (MBA)
Cedarville University 2006 — 2010
BA
Dublin Business School 2009 — 2009
Unitypoint Clinic February 2012 - Present
Principal Global Investors August 2004 - June 2006
Medical Center Anesthesiologists, P.C. January 1991 - November 1999
Skills
Healthcare Management, Healthcare Information..., Medical Billing, Data Analysis, Healthcare, Physicians, Hospitals, EHR, EMR, HIPAA, Epic Systems, Medicare, Process Improvement, Revenue Cycle, Management
Education
Iowa State University 1989 — 1991
Bachelor of Arts (B.A.), Finance
Briar Cliff University 1987 — 1989
General studies
Principal Global Investors March 2011 - Present
Principal Financial Group March 2008 - March 2011
Allied Insurance March 2007 - April 2008
JVC Builders October 2006 - February 2007
Skills
PAM for Securities, ASP.NET Web API, ASP.NET MVC, RESTful WebServices, JSON, Windows Services, WCF Services, C#, VB.NET, Console Applications, Test Driven Development, Entity Framework, Lambda Expressions, LINQ, WebSphere MQ, Microsoft SQL Server, TFS, IIS, SOA, ADO.NET, Visual Studio, Agile & Waterfall..., Scrum, Kanban, SDLC, Requirements Gathering, WPF, SSIS, SSRS, HTML, XML, SQL Server Management..., COBOL, JCL, IBM Tivoli, Visio, Database Design
Education
Grand View College 2007 — 2010
Management Information Systems
Des Moines Area Community College 2004 — 2006
Business Information Systems
Sunderland Financial Management LLC January 2013 - Present
Principal Global Investors December 1999 - October 2004
Skandia Investment Group September 1989 - December 1999
Value Line January 1985 - September 1989
Skills
Financial Analysis, Microsoft Excel, PowerPoint, Finance, Financial Modeling, Financial Planning, Investments, Income Tax, Marketing Strategy, Entrepreneurship, Tax, Marketing, Small Business, Portfolio Management, Management, Tax Preparation, Auditing, Equities
Education
Columbia University - Columbia Business School 1978 — 1980
M.B.A., Finance
Northwestern University 1974 — 1978
Bachelor of Arts (B.A.), Economics & Philosophy
Phoenix Country Day School 1968 — 1974
Agostino & Associates Seminars
Agostino & Associates Seminars
Principal Global Investors April 2014 - Present
Principal Global Investors June 2013 - April 2014
Apple Inc February 2010 - August 2013
Principal Financial Group December 2011 - December 2012
Skills
Investments, Financial Analysis, Valuation, Microsoft Excel, Bloomberg, Outlook, PowerPoint, Microsoft Office, Teamwork, Microsoft Word, Management, Strategy, Portfolio Management, Emerging Markets, Fixed Income
Education
Drake University 2009 — 2013
Bachelor of Science, Finance, Marketing
University of Sydney 2011 — 2011
Bachelor of Science, Marketing
Athene USA June 2014 - Present
American Equity May 2013 - June 2014
Farmers Mutual Hail Insurance February 2005 - March 2013
Principal Financial Group October 2001 - January 2005
Principal Global Investors May 2000 - October 2001
Skills
Property & Casualty..., Statutory Accounting, Financial Statements, Financial Reporting, General Ledger, Journal Entries, Bank Reconciliation, Unclaimed Property, Accounts Payable, 1099 Preparation, Commission, Customer Service, Public Speaking, Presentations, Prioritize Workload, Organization, Dependable Team Player, EAS, ImageRight, Microsoft Office, Sage FAS, BizNet, Crystal Reports, Wings, Essbase, PAM for Mortgages, Business Analysis, Insurance
Education
Culver Stockton College 1996 — 2000
Bachelor of Science, Accounting, MIS
Security Benefit July 2015 - Present
Athene Asset Management October 2013 - May 2015
Aviva Investors November 2010 - October 2013
MARRKT TRADER LLC March 2010 - March 2011
Principal Global Investors July 2003 - March 2010
Skills
Asset Managment, Bloomberg, Equities, Investments, Fixed Income
Education
Benedictine College 1996 — 2001
BS, Accounting
Principal Global Investors July 2011 - Present
Education
Brown University 1972 — 1976
B.A. Organizational Behavior & Management
Walgreens June 2014 - Present
Walgreens September 2013 - June 2014
Walgreens June 2013 - August 2013
Principal Global Investors March 2013 - June 2013
Course Hero, Inc. January 2013 - June 2013
DHR International January 2013 - March 2013
Access Media 3 March 2011 - April 2012
Skills
Microsoft Office, Financial Analysis, Executive Search, Marketing, Customer Service, Forecasting, Spanish, Leadership, Business Development, Telecommunications, Personal Finance, Internal Audit, Entrepreneurship..., Acquisition Integration, Finance, PowerPoint
Education
DePaul University 2010 — 2014
Bachelor's Degree
Budapesti Corvinus Egyetem 2012 — 2012
Principal Global Investors March 2015 - Present
Skills
SDLC, Visio, Microsoft SQL Server, SharePoint, Data Analysis, Business Analysis, Requirements Analysis, Data Modeling, Fixed Income, SSRS, SSIS, VBA, VB.NET
Education
Drake University 2004 — 2006
MBA, Business
Buena Vista University 1999 — 2003
BS, Information Science / Computer Science
Principal Global Investors March 2008 - Present
Education
Des Moines Area Community College 2005 — 2007
AS, Human Services, Social Science
Principal Global Investors 1993 - Present
Education
Drake University 1985 — 1988
Master of Business Administration (MBA)
Iowa State University 1978 — 1982
Bachelor's degree, Finance emphasis
Principal Global Investors May 2014 - Present
W.P. Stewart Asset Management, NA, Inc. March 2009 - Present
Cohen & Steers January 2005 - August 2008
Dreyfus/Mellon Investments April 1997 - December 2004
Skills
Sales Management, Sales, Relationship Management, Training, Field Work, Marketing Strategy, Product Launch, Hedge Funds, Series 7, Asset Management, Investment Strategies, Investment Management, Alternative Investments, Asset Allocation, Bonds, Investments, Mutual Funds, ETFs, Business Development, Fixed Annuities, Closed-end Funds, Investment Advisory, Series 63, Separately Managed..., Financial Services, Asset Managment, Securities, Finance, Equities, Series 24, Portfolio Management
Education
Brown University
Bachelor of Arts (B.A.)
Union College
MBA, Health Administration
Wells Fargo July 2014 - Present
Federal Home Loan Bank of Des Moines February 2010 - July 2014
City of Des Moines September 2009 - January 2010
Principal Global Investors August 2007 - August 2008
Federal Home Loan Bank of Des Moines March 2004 - August 2007
Skills
Market Risk, Derivatives, Fixed Income, Risk Management, Quantitative Analytics, Valuation, Bloomberg, Quantitative Finance, Financial Modeling, VAR, Capital Markets, Principia, PolyPaths, Mortgage Analytics, Financial Risk, Portfolio Management, Equities, Quantitative Risk, Credit Risk, SAS
Education
Boston College
Master of Science (M.S.), Finance
Arizona State University
Master of Business Administration (M.B.A.)
University of Iowa
Bachelor of Science (B.S.), Civil Engineering
Principal Global Investors November 1997 - Present
Sears, Roebuck and Co. March 1995 - November 1997
Younkers November 1994 - March 1995
United States Air Force October 1984 - November 1994
Skills
Time Management, Sales, Quality Assurance, Accounting, Data Analysis, Access, Team Building
Education
AIB College of Business 2004 — 2010
Accounting, Accountinf, Sophmore
Murray Community School 1981 — 1984
Principal Global Investors March 1998 - Present
Education
Des Moines Area Community College
AA, General