The 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. Customer service: 1 (800) 986-3343 Headquarters: Des Moines, IA CEO: Daniel Joseph Houston Subsidiaries: Principal Securities, Inc.,
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The Principal Financial Group Employees
Andriano Homes LLC 1996 - Present
Catalyst Construction January 2003 - June 2004
The Principal Financial Group 1988 - 1996
Skills
Home Staging, Home Design, Architectural Design, Home Improvement, Single Family Homes, Relocation, Investment Properties, Renovation, New Home Sales, Residential Design, House, Furnishings, Real Estate Development, First Time Home Buyers, Condos, Luxury, Sales, New Homes, Foreclosures, Real Estate Transactions, Commercial Real Estate, Referrals, Investors, Property Management, Seniors, Townhomes, Small Business, Listings, Real Property, Buyers
Education
Central College 1984 — 1988
Bachelor of Arts, International Management
Des Moines Area Community College
Interior Design
Drake University
Advenir Real Estate January 2014 - Present
RST Development / Hercules Realty Services July 2012 - December 2013
Asset Management Consulting February 2008 - July 2012
MMA Financial 2005 - 2008
Lincoln Property Company 2003 - 2005
DeFoggi Development 2002 - 2003
Realticorp Commercial Investment Fund 2001 - 2002
AIG /SunAmerica Housing Partners 1998 - 2000
Real Estate Consulting & Engineering 1996 - 1998
The Principal Financial Group 1989 - 1996
Skills
Risk Management, Real Estate Economics, Real Estate, Asset Managment, Real Estate Development, Due Diligence, Property Management, Disposition, Portfolio Management, Affordable Housing, Financial Analysis, Valuation, Asset Management, Residential Homes, Negotiation, Investment Properties, REO, Underwriting, Real Estate Transactions, Loans, Budgets, Commercial Real Estate, Strategy, Apartments, Property, Mortgage Lending, Construction, Commercial Mortgages, Management, LIHTC, Appraisals, Investments, Cash Flow, Analysis, Business Planning, Selling, Leases, Brokerage, Leadership, Contract Negotiation, Finance, Financial Modeling, Real Estate Financing, Commercial Lending, Forecasting, Accounting, Acquisitions, CMBS, Asset, Dispositions
Education
Duke University - The Fuqua School of Business 2000 — 2002
MBA, General Management / Finance
Iowa State University 1983 — 1987
B.S., Construction Engineering
Synergy Benefits July 2011 - Present
Willis February 1998 - July 2011
KYBA Benefits February 1998 - August 2005
The Grant Nelson Group 1997 - 1998
Schultz Roswen, Inc. 1996 - 1997
The Principal Financial Group 1992 - 1995
Skills
Long-term Care, Brokers, Claim, HRA, FSA, Dentistry, Self-funded, Term Life Insurance, Cafeteria Plans, Benefits Design, Open Enrollment, Benefits Administration, 401k, Insurance, Workers Compensation, Accident, Underwriting, Critical Illness, Medicare, Life Insurance, Healthcare Consulting, Top-notch Customer..., Managed Care, Health Insurance, Employee Benefits, Disability Insurance, Health Savings Accounts, COBRA, Marketing
Education
The American College 2013 — 2014
Registered Health Underwriter Designation (RHU), Insurance
College of DuPage
Hinsdale Central
Hinsdale Central
The School of Life
Wellmark Blue Cross and Blue Shield September 2013 - Present
RS Doughty Associates Ltd May 2000 - July 2013
The Principal Financial Group September 1990 - June 1999
Skills
Commercial Insurance, General Insurance, Insurance, Pensions, Property, Microsoft Office, Sales Management
Education
Des Moines Area Community College 1985 — 1986
Banno July 2013 - Present
Johnson's Bakery August 2005 - July 2013
DrivingLoyalty.com February 2012 - June 2013
The Principal Financial Group May 2011 - August 2011
Skills
Microsoft Office, Dreamweaver, Sublime, Command line, Notepad, Visual Studio, Visio, Quick Test Pro, Quality Center, PHP, Visual Basic, Google Analytics, MySQL, HTML, Ruby on Rails, Management Scientist, Leadership, SQL, PowerPoint, Web Development, Time Management, Quality Assurance, CLI, Web Applications, Access, SharePoint, Operations Research, Microsoft Word, Windows 7, QTP
Education
University of Northern Iowa 2010 — 2013
Bachelor's Degree, Management Information Systems, General
Hawkeye Community College 2006 — 2009
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
cedar falls high school
The Principal Financial Group August 2014 - Present
The Centennial Group August 2014 - Present
Elite Management Services March 2013 - March 2014
Skills
Roth IRA, Traditional IRA, Financial Analysis, Mutual Funds, Variable Annuities, 401k, College Funding..., Series 6, Series 63, Life and Health..., 403 b, SEP IRA, Simple IRA, Fixed Annuities, Asset Allocation, Business Continuity..., Estate Planning, Term Life Insurance, Universal Life, Buy-sell Agreements, Charitable Giving, Survivor Income, Wealth Accumulation, Key Person Insurance, Income Protection, Executive Benefit..., Disability Insurance
Education
Ball State University 2013 — 2015
Bachelor of Science (B.S.), Business Administration and Management, General
Pendleton Heights High School
ARAG North America October 2014 - Present
ARAG North America April 2010 - Present
Two Rivers Marketing December 2003 - June 2009
Marsh 1999 - 2003
The Principal Financial Group March 1993 - November 1998
Skills
Copywriting, Marketing, Corporate Communications, Public Relations, Strategy, Marketing Communications, Marketing Strategy, Strategic Communications, Digital Marketing, Media Relations, Advertising, Direct Marketing, Email Marketing, Social Media Marketing, Creative Writing, Press Releases, Web Content Management, Event Planning, Social Media, Integrated Marketing, Newsletters, Internal Communications, Technical Writing, Editing, Content Development, Interactive Marketing, Content Management, Proofreading, Management, Web Content, Public Speaking, Copy Editing
Education
Grand View College 1981 — 1985
BA, English
The Principal Financial Group April 2013 - Present
New England Financial June 2011 - February 2013
Full Service Independent Financial Planning December 2006 - February 2013
Senior Helpers January 2008 - March 2012
RGS Consulting Partners July 1993 - December 1996
IBM September 1986 - June 1993
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Personal Finance, College Savings Plans, 529 Plans, Roth IRA, 401k Rollovers, Wealth Accumulation, IRAs, Variable Annuities, Education Funding, Long Term Care Insurance, Fixed Annuities, Small Business, Qualified Retirement..., Retirement, Saving for Education, Hold Series 7, Building and protecting...
Education
City University of New York-Baruch College
Master of Business Administration (M.B.A.), Finance & Investment
City University of New York-Brooklyn College
Bachelor of Science (BS), Accounting
Principal Financial Group September 2013 - November 2013
Allianz Life May 2013 - August 2013
The Principal Financial Group September 2012 - May 2013
Blue Cross Blue Shield of Michigan May 2012 - August 2012
Michigan Pension & Financial, Inc. September 2007 - March 2011
Skills
SAS, Microsoft Excel, Microsoft Office, Datair Pension System, Pensions, Actuarial Science, Leadership, MG-ALFA, Data Analysis, Retirement, Finance, Time Management, Insurance, Pricing, Actuarial Exams
Education
Drake University 2011 — 2014
Bachelor of Science in Business Administration, Actuarial Science/Finance, Junior
North Farmington High School 2007 — 2011
High School Degree, General
The Principal Financial Group July 2014 - Present
VWR International February 2013 - July 2014
Graceland University September 2009 - December 2012
Graceland University September 2009 - December 2012
McClain Restaurant Group May 2012 - August 2012
Hy Vee April 2008 - May 2012
Skills
Microsoft Office, Power..., Customer Service, Business Planning, Inventory Management, Time Management, Retail, Microsoft Office, Event Planning, Management, Microsoft Excel, Microsoft Word, PowerPoint, Research, Social Media, Teamwork
Education
Graceland University 2009 — 2012
Bachelor of Science (BS), Business Administration and Accounting
Salesforce October 2014 - Present
The Principal Financial Group January 2012 - August 2014
Wasserman Kornheiser, LLP January 2008 - June 2008
Bronson & Migliaccio, LLP October 2007 - December 2007
The Active Network, Inc June 2007 - August 2007
Skills
Legal Writing, Legal Research, Contract Negotiation, Software Licensing, Strategic Sourcing, Contract Law, Consultation, RFP/RFI, Event Planning, Strategy, Training, Corporate Law, Cross-functional Team..., Sourcing, Mergers, Copyright Law, Legal Assistance, Leadership, Mergers & Acquisitions
Education
California Western School of Law 2008 — 2011
Doctor of Law (JD), Law
Columbia College Chicago 2003 — 2006
M.A., MBA-style degree focused on Arts, Entertainment, and Media industries
University of Iowa 1999 — 2003
B.A, Communications, Media, and Film Studies
Lifespace Communities, Inc. July 2014 - Present
Wells Fargo Home Mortgage October 2012 - July 2014
The Des Moines Register January 1994 - June 2014
The Principal Financial Group September 2005 - October 2012
Wellmark Blue Cross Blue Shield May 2001 - September 2005
Meredith Corporation January 1998 - May 2001
Iowa Parent Magazine January 1994 - December 1997
The Johnston Advance January 1994 - December 1996
United Press International August 1985 - April 1988
Skills
Strategist, Social Media Marketing, News Writing, Technical Writing, Editing, Copy Editing, Text Editing, Marketing Communications, Communication, Corporate Communications, Communication Skills, Journalism, Online Journalism, Online Communications, Blogging, Feature Articles, Editorial, Newsletters, New Media, Media Relations, Web Content, Email Marketing, Content Strategy, Copywriting, Press Releases, Internal Communications, Storytelling, Social Media, AP Style, Twitter, Facebook Marketing, Klout, Strategic Content..., Content Development, Mobile Content, Speech Writing, Making Connections, Connecting People, Friendly Personality, Writing, Publishing, Publicity, Facebook, Creative Writing, Proofreading, Breaking News, Public Relations, Digital Media, WordPress, Social Networking
Education
Drake University 1983 — 1985
Bachelor of Arts (B.A.), News-Editorial Journalism
University of Northern Iowa 1981 — 1983
Journalism
Dowling High School 1977 — 1981
Diploma
Lighten Up Gear June 2013 - Present
Pella Corporation January 2012 - Present
WebFilings August 2010 - January 2012
The Principal Financial Group October 2004 - August 2010
Maytag Corporation June 2002 - October 2004
Carlson Companies February 1999 - June 2002
Campbell Mithun March 1997 - February 1999
Skills
Email Marketing, Integrated Marketing, Digital Marketing, Social Media Marketing, Marketing, SEO, Advertising, Marketing Communications, Marketing Strategy, Web Design, Direct Marketing, Leadership, Online Advertising, Social Media, SEM, Brand Management, Blogging, Lead Generation, Marketing Management, Corporate Branding, Digital Strategy, Management, Interactive Marketing, Web Marketing, Online Marketing, Corporate Communications, Search Advertising, Organic Search, Web Development, Web Analytics, Web Content, Website Development, WordPress
Education
Iowa State University 1992 — 1996
BS, Marketing
State of Iowa November 2011 - Present
Fifth Judicial District, Dept. of Corrections. August 2002 - November 2011
Wells Fargo Financial May 2001 - August 2002
State of Iowa March 2001 - August 2002
State of Iowa March 2001 - August 2002
Frito-Lay, Inc October 2001 - March 2002
The Principal Financial Group May 1999 - February 2000
State of Iowa December 1995 - June 1998
Skills
Research, Criminal Justice, Government, Microsoft Word, Customer Service, Analysis, Criminal Law, Microsoft Office, Investigation, Supervisory Skills, Interviews, Microsoft Excel, Enforcement, Transcription, Public Speaking, Missing Persons, Courts, Community Outreach, Hearings, Training, Legal Issues, Policy, Outlook, Law Enforcement
Education
Stratford Career Institute 2014 — 2014
Private Investigator, Private Investigator, Diploma with Highest Honors - 96%
Bellevue University 2008 — 2009
BS, Criminal Justice Administration
William Penn University College for Working Adults 2005 — 2007
General Studies, B
DMACC 1989 — 1990
General Studies, B
Farm Bureau Financial Services November 2012 - Present
Strategic Business Solutions January 2012 - June 2012
Principal Financial Group March 2004 - June 2011
The Principal Financial Group March 2002 - March 2004
The Principal Financial Group March 2000 - March 2002
The Princial Financial Group March 1997 - March 2000
Skills
Insurance, Health Insurance, Retirement, Employee Benefits, Disability Insurance, Long Term Care Insurance, Licensed Life Insurance..., Licensed Property &..., Licensed Life & Health..., Annuity Sales, Term Life Insurance, 401k, Fixed Annuities, Life Insurance, Leadership, Medicare, Marketing Strategy, Long-term Care, Umbrella Insurance, Commercial Insurance, Property & Casualty..., Brokers, Retirement Planning, Financial Services
Education
Drake University
MBA
The Pacific Financial Group, Inc. January 2006 - Present
QA3 Financial Corp. January 2000 - January 2006
Securities America Advisors January 1998 - January 2000
The Principal Financial Group December 1990 - January 1998
Design Media Group April 1984 - December 1990
Skills
Investment Management, Investment Advisory, Investments, Mutual Funds, Retirement Planning, Investment Strategies, Marketing, Financial Advisory, Securities, Wealth Management, Business Development, Financial Services, Asset Allocation, Finance, Portfolio Management, Strategic Financial..., Fixed Annuities, Insurance, Retirement, Wealth, Asset Management, Financial Planning, Management
Education
Illinois State University 1981 — 1982
MS, summa cum laude, Communication
University of Nebraska-Lincoln 1977 — 1981
BA, Communication
Filice Insurance Agency August 2014 - Present
Cornerstone Financial Partners, LLC 2008 - 2014
Veloz Insurance Agency 2005 - 2008
The Principal Financial Group 1999 - 2005
Skills
Insurance Brokerage, Accounting, Multi-disciplinary, Customer Service, Management, Human Resources, Insurance, Sales, Finance, Account Management, Small Business, Fixed Annuities, Retirement Planning, 401k, Retirement, Disability Insurance, Long-term Care, Financial Planners
Education
The American College 2009 — 2013
LUTCF, Advanced Underwriting Studies
De Anza College 1993 — 1996
Associate of Arts (AA), Multi/Interdisciplinary Studies
Heald College 1987 — 1989
Associate of Arts and Sciences (AAS), Accounting and Finance
HomeServices Mortgage June 2014 - Present
The Integer Group April 2008 - June 2014
NCMIC Group January 2002 - April 2008
The Principal Financial Group January 1992 - January 2002
Skills
Employee Relations, Recruiting, Employee Benefits, Management, Personnel Management, Employee Training, Strategic Human..., Leadership, Deferred Compensation, HRIS, Strategy, Succession Planning, Talent Acquisition, Talent Management, Onboarding
Education
Drake University
BS, Human Resources
En Gry & Sif, USA August 2011 - Present
Firm Solutions August 2009 - January 2010
The Principal Financial Group April 1990 - October 1997
Education
Indiana Wesleyan University 1995 — 1997
Bachelor of Business Administration (BBA), Business Administration, Management and Operations
Midway College
Associate of Science (A.S.), Marketing
Career Passion® Coach 1997 - Present
Professional Associations & Companies 1997 - Present
National Speakers Association - Austin 1996 - Present
Association for Talent Development (ATD) 2014 - 2014
Launch Pad Job Club 2000 - 2014
BNSF Railway April 2003 - February 2012
Landmark Education 1997 - 2009
Dell 1998 - 2007
The Principal Financial Group August 1993 - April 1997
McGladrey January 1989 - April 1993
Skills
Career Counseling, Training, Coaching, Resume Writing, Interviews, Leadership, Public Speaking, Interview Preparation, Workshop Facilitation, Career Management, Staff Development, Leadership Development, Management, Instructional Design, Career Development, Executive Coaching, Strategy, Start-ups, Curriculum Design, Resume, Motivational Speaking, Marketing, Job Search, Training Delivery, Organizational..., Human Resources, Teaching, Outplacement, Presentation Coaching, Career Advising, Keynote, MBTI, Employee Training, Executive Development, Networking, DISC, Organizational..., Workshops, Succession Planning, Business Coaching, Keynote Speaking, conference presentations, Facilitators
Education
Professional Career Manager (PCM) 2012 — 2012
National Society of Career Managers
Drake University 1969 — 1972
Bachelor's Degree
Burns & McDonnell March 2013 - Present
Burns & McDonnell November 2007 - March 2013
American Family Life Assurance June 2006 - November 2007
Coram CVS/specialty infusion services February 2005 - May 2006
Coram CVS/Specialty Infusion Services August 1998 - November 2000
Coventry Health Care, an Aetna Company May 1995 - August 1998
Principal Healthcare of Kansas City, Inc. July 1993 - April 1995
The Principal Financial Group September 1990 - July 1993
Skills
SharePoint, Microsoft Office, Excel, PowerPoint, Document Management, Software Training, Software Quality..., Interactive Strategy, Interactive Marketing, Oracle, Outlook, Access, MIS, Adobe, Live Meeting, Business Communications, Marketing Communications, Speech Writing, Debate, Desktop Publishing, Internal Communications, Team Leadership, Training & Development, Public Speaking, Public Relations, Online Publishing, Direct Sales, Inside Sales, Sales Management, Sales Process, Writing, Communicator, Accounts Payable, Accounts Receivable, Event Planning, Proposal Review, ProjectWise, Project Finance, MS Project, Microsoft Excel, Employee Training, Project Planning, Proposal Writing, Software Documentation, Technical Writing, Visio, Hands-on Training, Contract Management, Project Management, Management
Education
College of Saint Mary 1991 — 1993
Legal Studies
Avila University 2005 — 2007
Bachelor of Science Degree, Healthcare Services
Johnson County Community College
Adult and Continuing Education Administration
University of Nebraska-Lincoln 1985 — 1986
Legal Studies, General
Kidder Benefits Consultants, Inc. December 2011 - Present
Benefit Source Inc Financial October 2008 - December 2011
The Principal Financial Group July 2003 - October 2008
Skills
Pension Administration, Wealth Management, Executive Benefit..., Retirement Plan..., Retirement Planning, Income Protection, Business Succession, Life Insurance, Disability Insurance, Retirement Income..., Executive Bonus Programs, Defined Benefit, Cash Balance Plan Design, Asset Managment, Public Speaking, Retirement, Cash Balance, Employee Benefits, Small Business, Succession Planning, Investment Advisory, Asset Management, Financial Analysis, Estate Planning, Pensions, Tax, 401k, Financial Advisory, Fixed Annuities, IRAs, Investments, Business Relationship..., Investment Policy..., Mutual Funds, Defined Contribution, Account Management, Investment Policy...
Education
Drake University 1989 — 1993
B.S.
West Des Moines Valley Highschool 1984 — 1989
Diploma, High School/Secondary Diplomas and Certificates
DuPont Pioneer September 2010 - Present
Charles Schwab October 2008 - September 2010
Keycorp August 2005 - October 2008
The Principal Financial Group February 2003 - August 2005
The Principal Financial Group April 1998 - February 2003
The Principal Financial Group December 1996 - April 1998
The Principal Financial Group July 1995 - December 1996
Midamerican Energy Company March 1994 - July 1995
Skills
Talent Acquisition, Recruiting, Performance Management, Applicant Tracking..., Human Resources
Education
Briar Cliff University 1991 — 1995
Bachelor of Arts, Human Resource Management/Business Administration
Newton Wellesley Family Pediatrics October 2009 - Present
Clou Images January 2004 - Present
The Principal Financial Group June 1984 - June 1998
Iowa Lutheran Hospital 1980 - 1984
Skills
Medical/Surgical, Public Speaking, Research, Microsoft Office, Healthcare, Photography, Social Media, Digital Photography, Marketing Strategy, Photoshop, Customer Service, Nonprofits, PowerPoint, Medicine, Teaching, Microsoft Word, Babies, Coaching, Management
Education
Grand View College 1976 — 1980
Bachelor’s Degree, Science and Nursing; Minor in Psychology
Principal Financial Group January 1989 - Present
The Principal Financial Group January 1989 - July 2011
Pella Corporation 1988 - 1989
Skills
Vendor Management, Change Management, SDLC, Leadership, Requirements Analysis, Management, Testing, Quality Assurance, Security, Process Improvement, CRM, Visio, IT Strategy, SharePoint, Business Analysis, Program Management
Education
Central College 1986 — 1988
Business Management
Indian Hills Community College 1984 — 1986
AA, Business Management
The Principal Financial Group January 2012 - Present
The Principal Financial Group January 1983 - March 2012
Skills
Enterprise Architecture, IT Strategy, SDLC, Strategic Planning, Application Architecture, Vendor Management, Disaster Recovery, Process Improvement, Business Analysis, Requirements Analysis, SOA, Business Intelligence, SharePoint
Education
Des Moines Area Community College 2009 — 2013
Wind Energy Program
Iowa State University - College of Business 1978 — 1982
Bachelor of Business Administration (B.B.A.)
Asset Marketing Systems 2001 - Present
John Raines Insurance, Inc. March 1995 - Present
The Principal Financial Group March 1999 - April 2000
American Express Financial Advisors March 1998 - March 1999
Bankers Life and Casualty Insurance Company March 1990 - April 1995
Skills
Life Insurance, Fixed Annuities, Insurance, Long Term Care Insurance, Estate Planning, IRAs, Public Speaking, Strategic Financial..., 401k, Medicare, Long-term Care, Roth IRA, Term Life Insurance, Retirement, Disability Insurance, Medicare Part D, Health Insurance, Indexed Annuities, Coaching, Business, Retirement Planning, Personal Development, Universal Life, Employee Benefits, Health Savings Accounts, Whole Life, Small Business, Critical Illness, 401k Rollovers, Wealth Management
Education
Maharishi University of Management 1978 — 1980
MA, Education
East Carolina University 1971 — 1976
BA, Psychology, Business
Staples April 2012 - Present
The Principal Financial Group June 2010 - April 2012
Advance Restaurant Finance August 1998 - June 2010
G. Neil Companies 1995 - 1998
Kilgannon, Furey & Dufek 1992 - 1993
Skills
Term Life Insurance, Annuities, Disability Insurance, 401k Rollovers, Group Benefits, Retirement Planning, College Savings Plans
Education
Adelphi University 1987 — 1991
BA, Accounting
University of Phoenix
Master of Business Administration (MBA)
Intel Corporation July 2015 - Present
The Principal Financial Group January 2008 - July 2015
SGC Financial April 2007 - November 2007
Principal Funds (formerly WM Group of Funds) February 2005 - March 2007
Franklin Templeton Investments December 1999 - February 2005
Skills
Sales Recruitment, Selection, Recruiting, College Recruiting, Insurance, Onboarding, Finance, Retirement, Applicant Tracking..., Vendor Management, Management, Leadership Development, Human Resources, Talent Management, Temporary Placement, Employee Benefits, Banking, Deferred Compensation, Investments, Employee Engagement, Workforce Planning, Leadership, Succession Planning, 401k, Financial Services, Benefits Administration, Technical Recruiting, HRIS, Personnel Management, Employee Relations, Benefits Negotiation, Performance Management
Education
Golden Gate University 2002 — 2005
MS, Human Resources Management
California State University-Sacramento 1994 — 1999
BA, Oganizational Communications
The Baldwin School August 1996 - Present
The Principal Financial Group 1990 - 1996
Skills
Higher Education, Office Administration, Middle School, Project Management, Volunteer Management, Fundraising, Grant Writing, Community Outreach, Teaching, Nonprofits, Public Speaking, Microsoft Office
Education
Harcum College 1986 — 1987
Associate's degree, Early Childhood Education and Teaching
The Principal Financial Group June 2012 - Present
PDI Ninth House February 2001 - May 2012
Linclon Electric Company June 1984 - January 1990
Skills
Executive Coaching, Organizational Design, Leadership Development, Change Management, Organizational..., MBTI, Organizational..., Talent Management, Succession Planning, Cross-functional Team..., Career Management, Career Development, Management Consulting, Coaching, Psychometrics, Culture Change, Executive Development, Employee Training, Management Development, 360 Feedback, Workforce Planning, Training Delivery, HR Consulting, Performance Improvement, Human Capital, Workshop Facilitation, Training, Personal Development, Executive Positions, Emotional Intelligence, Team Building, Personnel Management, Employee Engagement, Onboarding, Career Counseling, Assessment Center, Performance Management, Job Analysis
Education
University of Minnesota - Carlson School of Management 2009 — 2011
MBA
Illinois State University
MS, Counseling Psychology
Michigan State University
PhD, Counseling Psychology
Penn State University
BS, Chemical Engineering
Omni Financial Services November 2014 - Present
Schillinger Genetics Inc. November 2012 - November 2014
Life Care Services, LLC December 2011 - November 2012
The Rhine Group February 2010 - December 2011
Winnebago 1991 - 2010
Electronic Data Systems Corporation / Hewlett Packard November 2006 - November 2009
Greater Des Moines Partnership 2005 - 2007
De Lage Landen April 2003 - August 2006
The Principal Financial Group 1999 - 2004
LightEdge Solutions August 2002 - August 2003
Skills
Managerial Experience, Financial Accounting, Budget Development, Budgeting, Forecasting, Regression, Financial Reporting, Accounts Payable, Accounts Receivable, Financial Analysis, Accounting, Strategic Planning, Problem Solving, Process Improvement, Public Speaking, Excel, Customer Relations, Customer Service, Analysis, Negotiation, Business Analysis, Financial Planning, Microsoft Office, PowerPoint, Auditing, Word, Mergers, Team Building, Business Strategy, Cash Flow, Account Management, Contract Negotiation, Insurance, Coaching, Retail, Access, Business Planning, Public Relations, Inventory Management, Outlook, Tax, Banking, Planning, Team Leadership, Management Consulting, Financial Modeling, Financial Management, Administration, Risk Management, General Ledger
Education
Drake University 2008 — 2010
Masters of Business Administration, Corporate Finance / Financial Accounting
Drake University 1999 — 2001
BS, Accounting/Corporate Finance; Business and Public Administration
North Iowa Area Community College (NIACC) Mason 1991 — 1994
AS, Business and Natural Sciences
Forest City High School 1987 — 1991
Diploma, General Studies
Caleres January 2009 - Present
RehabCare Group, Inc November 2005 - June 2008
Great-West Life & Annuity January 1996 - January 2005
The Principal Financial Group January 1992 - January 1996
Skills
VBScript, SCCM, Powershell, MSI, T-SQL, KiXtart, Flash, Active Directory, VMware, Scripting, Virtualization, XP, Application..., Windows 7, Windows, Deployment, Hardware, Group Policy, Application Packaging, Computer Hardware, Operating Systems, Troubleshooting, Cloud Computing, System Deployment, Networking, Security, Technical Support, Infrastructure, Windows XP, Information Technology
Education
Drake University 1988 — 1992
Bachelor of Science
Hamburg High School 1984 — 1988
Wells Fargo November 2013 - Present
Wells Fargo January 2013 - November 2013
The Principal Financial Group March 2012 - January 2013
Bank of America - Merrill Lynch September 2009 - February 2012
CRE Real Estate Services 2004 - December 2009
NorthMarq Capital January 1993 - January 2004
Valley National Mortgage January 1988 - January 1991
Skills
Wealth Management, Investment Strategies, Life Insurance, Disability Insurance, Retirement Planning, Investments, Commercial Real Estate, Mortgage Banking, Management, Mortgage Lending, Loans, Finance
Education
Brigham Young University
Bachelor of Science (BS), Business Management - Finance
C.S. Lewis Institute August 2014 - April 2015
The Principal Financial Group September 2010 - May 2013
J.Crew February 2009 - June 2010
Metro Creative Graphics June 2008 - February 2009
Biola University March 2007 - December 2007
Skills
Research, Event Planning, Microsoft Office, Editing, Social Media, Customer Service, PowerPoint, Copy Editing, Leadership Development, Sales, Human Resources, Teaching, Writing, Event Management, Management
Education
Biola University
Bachelor of Arts
Ropes & Gray LLP April 2007 - September 2008
Law Office of David W. Adams March 2006 - May 2006
Middlesex District Attorney March 2005 - March 2006
The Principal Financial Group December 1999 - September 2000
Skills
Criminal Law, Litigation, Estate Planning, Wills, Estate Tax Planning, Courts, Trials, Legal Issues, Trusts, Powers of Attorney, Motions, Estate Administration, Civil Litigation, Guardianship, Interviews, Investments, Legal Assistance, Legal Research, Legal Writing, Mediation, Real Estate, Westlaw
Education
Syracuse University College of Law 2001 — 2004
Juris Doctor
Colgate University 1995 — 1999
Bachelor of Arts (B.A.), Asian Studies and Japanese
Communications unlocks your niche in the marketplace! November 2013 - Present
United Parcel Service December 2014 - June 2015
United Petroleum Transports August 2014 - November 2014
Lithia Auto Stores March 2014 - May 2014
John Deere Global Support Group (ISG) October 2013 - November 2013
Consultant/Self-employed July 2013 - September 2013
The Des Moines International Airport February 2003 - July 2013
Metro Arts Alliance (of Des Moines, Iowa) March 2010 - January 2011
City of Des Moines September 2001 - January 2003
The Principal Financial Group 1991 - 2001
Skills
Videography, Video Editing, Digital Photography, Photoshop, Offset Printing, Blogging, Broadcast, Newspaper, Newsletters, Video, Journalism, Press Releases, Television, Public Relations, Media Relations, Copywriting, Social Media, Social Media Marketing, Brochures, Adobe Creative Suite, Marketing Communications, Writing, Event Management, Event Planning, Graphic Design, Advertising, Dreamweaver, Promotions, Editing, Brand Development, Web Design, Corporate Communications, Magazines, Layout, Facebook, Publications, Copy Editing, Social Networking, Photography, Video Production, Publicity, Creative Development, Direct Mail, Strategic Communications, Internal Communications, Creative Writing, Web Content, Speech Writing, Integrated Marketing, Community Development
Education
Grand View College 1988 — 1991
B.A., Mass Communications/Marketing
The Principal Financial Group 2001 - 2012
The Principal Financial Group 2000 - 2001
The Principal Financial Group 1998 - 2000
The Principal Financial Group 1995 - 1998
Skills
401k, Fixed Annuities, Retirement Planning, Series 7, Retirement, Strategic Planning, Mutual Funds, Financial Services, Investments, Financial Modeling, Strategic Financial..., Strategy, Executive Management, Business Strategy, Management, Financial Analysis, Mergers & Acquisitions, Financial Planning
Education
Drake University
Master of Business Administration (MBA), Management, Finance and Accounting
Drake University
Bachelor's degree, Mgmt/Finance/Acctg
Sunshine Properties, Inc February 2013 - Present
REMAX REALTY CENTRE Olney, MD July 2012 - February 2013
Long & Foster Companies June 2010 - July 2012
PNC Bank April 2006 - February 2010
Chevy Chase Bank October 2005 - April 2006
Artistree Gallery March 2001 - May 2005
The Principal Financial Group July 1990 - October 1992
The New York Life Insurance Company September 1989 - July 1990
Skills
Real Estate, Buyer Representation, Buyers, Seller Representation, Condos, Residential Homes, Marketing, Single Family Homes, Negotiation, Refinance, Mortgage Banking, Listings, Townhomes, Real Estate Financing, Brokerage, Real Estate Economics, Listing Homes, Notary Public, Customer Service, Retail Banking, Small Business
Education
Adelphi University
B.A, Communications
Northwood High
Copper Colorado Condos May 2004 - Present
St. Anthony Summit Medical Center December 2004 - December 2010
The Principal Financial Group May 1995 - May 2003
Skills
Customer Service, Strategic Planning, New Business Development, Leadership, Process Improvement, Management, Lodging, Vacation Rental, Microsoft Office, Public Relations, Data Analysis, Project Management, Program Management, Team Building, Training
Education
Drake University 1996 — 1999
Master of Business Administration (M.B.A.)
Simpson College 1988 — 1992
BA, Business Administration
Hoover High School 1983 — 1987
Diploma, General Studies
The Retirement Advantage January 2014 - Present
The Retirement Advantage June 2010 - December 2013
DC Specialists, Inc. January 2008 - March 2010
BenefitStreet July 2007 - December 2007
SkillPath Seminars November 2003 - May 2007
JPMorgan Chase Retirement Plan Services April 1998 - November 2003
The Principal Financial Group March 1993 - March 1998
Boatmen's Bank August 1989 - March 1993
Skills
Pensions, 401k, Retirement, Profit Sharing, Defined Contribution, Retirement Plan..., Financial Services, CRM, Retirement Planning, Employee Benefits
Education
North Iowa Area Community College 1986 — 1988
Associate Degree, Accounting and Business Management
Friends University
BKA Content February 2013 - Present
Hughes Federal Credit Union February 2010 - September 2012
Tucson Old Pueblo Credit Union July 2008 - January 2010
Indiana University Office of Creative Services September 2007 - May 2008
The Principal Financial Group May 2007 - August 2007
Indianapolis Monthly magazine May 2006 - August 2006
Skills
Dreamweaver, InDesign, Newsletters, Advertising, New Media, Content Management, Social Media, Adobe Creative Suite, Editing, Writing, Photoshop, SEO, Social Media Marketing, Email Marketing, Web Design, Facebook, Marketing Communications, Online Marketing, Flash, HTML, Social Networking, Illustrator, Press Releases, Web Content, Proofreading, Publishing, Marketing, Editorial, WordPress, Blogging, Copywriting
Education
Indiana University Bloomington 2004 — 2008
Bachelor of Arts, Journalism, Political Science, Spanish2008
Bishop Chatard High School 2000 — 2004
Academic Honors Diploma
LightEdge Solutions June 2014 - Present
LightEdge Solutions July 2009 - Present
RSM McGladrey January 2008 - July 2009
Ogden BancShares, Inc. 2002 - 2008
The Principal Financial Group 1996 - 2002
Boatmen's Bank 1995 - 1996
Skills
Disaster Recovery, Virtualization, Cloud Computing, Data Center, Storage, Professional Services, VMware, Storage Area Networks, ITIL, vSphere, VMware ESX, Networking, Vendor Management, Business Continuity, WAN, Business Process..., VDI, IT Strategy, IT Management, Infrastructure, VMware Infrastructure, Solution Design, Replication, Managed Services, Solution Architecture, SAN, Cisco Technologies, High Availability, Application Delivery, Servers, Cisco UCS, Information Technology
Education
Iowa State University 1990 — 1995
BA, Finance, Economics, and Engineering
Wells Fargo Home Mortgage February 2015 - Present
Berkley Technology Services April 2014 - February 2015
GuideOne Insurance September 1999 - February 2014
The Principal Financial Group June 1987 - September 1999
Skills
Web Applications, Leadership, Data Warehousing, Life Insurance, Health Insurance, Sales, New Business Development, Insurance, SDLC, Business Analysis, Property & Casualty..., Risk Management, Personal Lines Auto, Project Management, Business Requirements, Commercial Insurance, Disaster Recovery, Programming, Property, Management, Process Improvement
Education
Boston University Graduate School of Management 2011 — 2014
MS, Insurance Management
Drake University 1984 — 1987
Bachelor of Arts, Computer Science
Coastal Real Estate and Development July 2013 - Present
RE/MAX of Orange Beach October 2009 - February 2010
ERA Class.Com, Inc. October 2004 - January 2009
The Principal Financial Group 1977 - 2005
Skills
First Time Home Buyers, Short Sales, Residential Homes, Investment Properties, Real Estate, Foreclosures, Condos, Real Estate Transactions, Investors, Sellers, FHA, Luxury, Selling, Listings, Vacation Homes, Property, Single Family Homes, Buyers, REO, Buyer Representation, New Home Sales, Relocation, Real Property, Seller Representation, ABR, New Homes, Move Up Buyers, e-PRO, Relocation Buyers, Referrals, HUD, 1031 Exchanges, Townhomes, Waterfront, Commercial Real Estate, Seniors, Resellers, Income Properties, Brokerage, Listing Homes, Council of Residential..., Real Estate License, Real Estate Development, Real Estate Financing, Rentals, Property Management, Buyer's Agent, Leases, Land Acquisition, Real Estate Economics
Education
University of Alabama 1962 — 1967
Business
Deerfield Academy 1959 — 1962
Eaglebrook 1954 — 1959
Global Reach Internet Productions June 2015 - Present
Des Moines Area Community College July 2013 - June 2015
Des Moines Public Schools November 2011 - April 2013
philosophy August 2011 - April 2013
Natalie Lynch August 2003 - April 2013
Performance Marketing November 2010 - May 2011
United Way of Central Iowa August 2010 - November 2010
ARAG May 2007 - February 2010
Kemin Industries August 2006 - September 2006
The Principal Financial Group March 2005 - August 2006
Skills
Marketing Communications, Project Management, Account Management, CRM, Marketing, Marketing Strategy, Public Relations, Event Planning, Social Media Marketing, Advertising, Social Media, Public Speaking, Event Management, Leadership, Email Marketing, Strategic Planning
Education
Drake University 2006 — 2007
Masters in Communication Leadership
Drake University 1995 — 1999
B.A. in Journalism and Mass Communications, Advertising
The Principal Financial Group March 2007 - Present
Vanguard 2004 - 2007
Skills
401k, Retirement, Retirement Planning, Defined Benefit, Pensions, Financial Advisory, 403 b, Finance
Education
Arizona State University 1999 — 2004
Bachelor, International Business and Spanish
Liceo San Felipe Benicio, Coyhaique, Chile 1999 — 1999
Foreign Exchange Program, Spanish and Cultural Studies
Cerner Corporation July 2014 - Present
Cerner Corporation October 2013 - Present
Cerner Corporation October 2012 - October 2013
Cerner Corporation June 2010 - December 2012
The Principal Financial Group May 2009 - August 2009
Principal Financial Group May 2008 - August 2008
Willis Auto Campus May 2006 - May 2008
Skills
HTML, Microsoft Office, Photoshop, Visual Basic, Java, iMovie, Customer Relations, Time Management, Excel, PowerPoint, Outlook, Word, Windows, Problem Solving, Team Leadership, Business Analysis, Mac OS X, Windows 7, Recruiting, Access
Education
Drake University 2006 — 2010
Undergraduate, Information Systems and Marketing
Bright Owls, LLC April 2013 - Present
Creative Computer Resources, Inc March 2011 - Present
Origami Owl June 2012 - Present
Shelly & Sands, Inc. August 2006 - February 2011
Northtowne Heating October 2004 - July 2006
The Principal Financial Group October 1992 - February 1997
Skills
Microsoft Office, Budgets, Desktop Administration, Network Hardware, Troubleshooting, NT 4.0, Project Management, Construction, Windows, Backup Solutions, XP, Terminal Services, Desktop Computers, SharePoint, Training, Operating Systems, Windows Server, System Administration, Leadership, Technical Support, Customer Service, Access, Network Administration, Management, Payroll, Contract Management, Microsoft Excel, Networking, Team Leadership, Retail
Education
Columbus State 2008 — 2012
Associate of Applied Science, Computer Information Technology
Pape-Dawson Engineers June 1997 - January 2000
The Principal Financial Group December 1996 - June 1997
The Principal Financial Group June 1988 - December 1996
Skills
Microsoft Word, Microsoft Office, Team Building, Strategic Planning, PowerPoint
Education
Faith Baptist Bible College and Theological Seminary 1985 — 1988
Associate's Degree, Administrative Assistant and Secretarial Science, General
Hoadley Donohue Real Estate August 2015 - Present
Sexy Cosmetics, LLC January 2014 - Present
Innovation Builder August 2007 - Present
Doubletree Hotel & Executive Meeting Center November 2010 - June 2011
Realty Associates July 2009 - March 2010
The Principal Financial Group March 2008 - June 2009
WCI Comunitites, Inc March 2006 - August 2007
WCI Communities August 2005 - March 2006
Memorial Hospital West /Joe Dimaggio Hospital January 1998 - June 2005
Santa Rosa Marble, Inc. January 1987 - July 1997
Skills
Marketing, Sales, Negotiation, Sales Management, Management, Contract Negotiation, Real Estate, Retail, New Business Development, Customer Service, Team Building, Strategic Planning, Project Management, Online Marketing, Marketing Strategy, Small Business, Purchasing, Social Media Marketing, Leadership, Advertising, Residential Homes, Brand Development, Event Management, Project Planning, Account Management, Business Planning, Training, Customer Satisfaction, Microsoft Office, Problem Solving, Public Speaking, Hospitality, Event Planning, Product Development, Social Media, Innovation, Public Relations, Promotions, English, Customer Relations, Sellers, Market Planning, Six Sigma, Fitness, Beauty Industry, Makeovers, Social Networking, Process Scheduler, Selling, Entrepreneurship
Education
Florida International University 1983 — 1986
Economics, Economics
Edison Private
Don Carro September 2014 - Present
The Terrus Group, Inc November 2003 - Present
Master Pro Motors January 2012 - September 2014
The Waller Group September 2003 - December 2012
The Principal Financial Group 1999 - 2003
Merrill Lynch 1995 - 1999
Skills
Real Estate, Investment Properties, Investors, Investments, Sellers, Purchase, Selling, Property Management, Negotiation, Contract Negotiation, Mergers, Contract Negotiations, Strategic Planning, Construction, Online Marketing, New Business Development, Asset Management, Marketing Strategy, Market Research, Financial Analysis, Foreclosures, Mortgage Lending, Budgeting, Retail, Insurance, FHA, Single Family Homes, Real Estate Transactions, Mergers & Acquisitions, Brokerage, Relocation, New Home Sales, REO, Budgets, Real Estate Development, ABR, Property, Finance, Commercial Real Estate, Real Property, Income Properties, Real Estate Investor, Real Estate Financing, Rentals
Education
Drake University Law School 2000 — 2003
Master of Business Administration (MBA), Business Administration and Management, General
The University of Texas at El Paso 1995 — 1999
Business Administration, Finance and CIS
Circle Health Partners, Inc. May 2005 - Present
The Principal Financial Group January 2004 - May 2005
The Molloy Companies 1990 - 2004
Skills
Hospitals, Manufacturing, Strategic Planning, Health Insurance, Process Improvement, Insurance, Leadership, Team Building, Managed Care, Healthcare, Medicare, Employee Benefits, Disability Insurance, Business Planning, Brokers, Benefits Administration, Claim, Employee Wellness, Customer Service, Workers Compensation, Health Savings Accounts, Life Insurance, Marketing, Long-term Care, Wellness, 401k, Corporations, Sales, Term Life Insurance, Executive Management, Small Business, Account Management, Fixed Annuities, Underwriting, Dentistry, Retirement, Finance, Accident, Wellness Coaching
Education
Indiana University - Kelley School of Business 1979 — 1983
Bachelor's, Finance / Economics
Physicians Health Plan of Northern Indiana (PHP) August 2014 - Present
CareSource Management Group October 2011 - August 2014
NewPage Corporation February 2010 - September 2011
Ohio Public Employees Retirement System April 2006 - December 2009
Ohio Public Employees Retirement System 2001 - May 2006
Ohio Public Employees Retirement System 1995 - 2001
The Principal Financial Group 1990 - 1993
The Ohio State College of Nursing 1989 - 1991
The Columbus Children Hospital 1987 - 1990
Skills
Contract Negotiation, Program Development, RFP, Healthcare, Budgeting, Medicaid, Employee and Member..., Employee Benefits, Member Benefits, Customer Service, Certified Tobacco..., HIPAA, Policy, Cross-functional Team..., Program Management, Budgets, Training, Medicare, Leadership, Strategic Planning, Process Improvement
Education
Franklin University 2001 — 2003
MBA, Business Administration
The Ohio State University 1989 — 1991
Masters of Science, Nursing
Capital University
BSN, Nursing
The Principal Financial Group March 2006 - Present
Education
Dordt College 1998 — 2001
Cengage Learning(Milady) July 2014 - Present
Keyano Aromatics January 2008 - June 2014
Snip-Its, Haircuts for Kids July 2006 - March 2013
The Ayco Company, L.P. February 1996 - February 2001
The Principal Financial Group June 1994 - October 1995
Skills
Sales Presentation..., Public Relations, Social Media Marketing, Email Marketing, Employee Relations, Integrated Marketing, Marketing Event Planning, Product Marketing, Strategic Planning, Management, Marketing, Sales, Public Speaking, Team Leadership, Contract Negotiation, PowerPoint, Press Releases, Business Planning, Online Marketing, Social Networking, Marketing Communications, Event Planning, Event Management, Account Management, Business Development, Customer Service, Selling, Market Planning
Education
Central College 1990 — 1994
Bachelor of Arts (B.A.), Business/Corporate Communications
Ottumwa High School 1986 — 1990
Ottumwa High School 1986 — 1990
Ottumwa High School 1986 — 1990
Ottumwa High School
The Principal Financial Group March 2013 - Present
AXA Advisors October 2011 - March 2013
Santa Cruz Coffee Roasting Company August 2008 - January 2011
JR Techie June 2003 - April 2008
P.O.S.itive Consulting September 1999 - June 2003
Skills
Financial Analysis, Strategic Financial..., Investments, Retirement Planning, Business Strategy, Estate Planning, Retirement, 401k, Wealth Accumulation, Financial Needs Analysis, Business Succession..., Wealth, Life Insurance, Long-term Care, Disability Insurance, Small Business Exit...
Education
Golden Gate University 2008 — 2009
MBA, Business
University of California, Santa Cruz 1993 — 1997
BA, Biology
Youth Emergency Services and Shelter September 2012 - Present
Drake University June 2009 - Present
Youth Emergency Services and Shelter (YESS) May 2012 - August 2012
The Principal Financial Group April 2011 - August 2011
Ronald McDonald House 2008 - 2010
Tropical Snow January 2006 - January 2009
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, QuickBooks, Crystal Reports, Business Objects Data..., Raiser's Edge, Payroll, Database Queries, Pensions, 10k Statement Pages, 10Q Statement Pages, Team Leadership, People Skills, People-oriented, Communication, Leadership, Writing, Marketing, Accounting, Accounts Payable, Accounts Receivable, Cash Receipts, Microsoft Access, Wordpress
Education
Drake University 2009 — 2013
Marketing Accounting Double Major
Drake University
Bachelor of Science, Business AdministrationMarketing and Accounting
Commonwealth Financial Network January 2015 - Present
Charles Schwab January 2014 - December 2014
Charles Schwab and Co. 2007 - 2014
Bank of America 2004 - 2007
The Principal Financial Group 2003 - 2004
Prudential Securities 1997 - 2002
Merrill Lynch 1995 - 1997
NCR Corporation 1989 - 1995
Skills
Strategic Planning, Consultative Selling, Training & Development, Team Building, Public Speaking, Account Management, Sales Operations, Selling, Management, Training, Series 7, Investments, Management Consulting, Marketing, Entrepreneurship, Sales Management, Employee Training, Portfolio Management, Financial Analysis, Sales, Instructional Design
Education
Babson College, F.W. Olin Graduate School of Business 2001 — 2004
MBA
The University of Arizona 1984 — 1988
BSBA
Principal Financial Group August 2012 - Present
The Principal Financial Group July 2003 - August 2012
The Principal Financial Group July 2001 - July 2003
The Des Moines Register April 1993 - September 1999
Skills
Internal Communications, Newsletters, Advertising, Crisis Communications, Corporate Communications, Media Relations, Marketing Communications, Web Content Management, SharePoint, Brainshark, HTML, User-centered Design, Speech Writing, Strategic Communications, Content Management, Copywriting
Education
Buena Vista University 1990 — 1992
Bachelor of arts, Mass communications
Rembrandt Foods March 2015 - Present
Pure Fishing, Inc. January 2005 - February 2015
Pure Fishing, Inc. January 1999 - January 2005
Pure Fishing, Inc. October 1995 - January 1999
The Principal Financial Group June 1993 - October 1995
Skills
SAP R/3, SAP BW, Microsoft SQL Server, Databases, SSIS, SAP, Business Intelligence, ABAP, Integration, Forecasting, Access, ERP, Management, SAP ERP, Cross-functional Team..., Windows Server, Software Development, SharePoint, ERP Implementations
Education
Buena Vista University 1989 — 1993
BA, Management Information Systems
Holmes Murphy & Associates April 2011 - March 2013
The Principal Financial Group December 2002 - August 2011
Skills
Employee Benefits, Insurance, Health Insurance, Sales, Account Management, Disability Insurance, Underwriting, Life Insurance, 401k, Health Savings Accounts, Benefits Administration, Retirement, Retirement Planning
Education
Drake University 1989 — 1991
B.S., Finance
Grand View College 1987 — 1989
The Principal Financial Group November 2005 - Present
Scheels September 2009 - June 2011
Mahaska Health Partnership September 2004 - November 2005
Simpson College August 2001 - May 2004
Iowa Health - Des Moines May 2003 - December 2003
Skills
Ap Style
Education
Drake University 2006 — 2009
Master of Business Administration (MBA)
Simpson College 2000 — 2004
Bachelor of Arts (B.A.), Corporate Communications, Marketing, 3.6 GPA (Cum Laude)
The Principal Financial Group July 2008 - Present
Kevin McWhorter State Farm Insurance Agency March 2006 - June 2008
Education
Georgia Southern University 1987 — 1992
Principal Financial Group August 2012 - Present
Premier Credit Union April 2012 - Present
The Principal Financial Group June 2008 - August 2012
The Principal Financial Group March 2006 - June 2008
The Principal Financial Group March 2003 - March 2006
The Principal Financial Group July 2000 - March 2003
The Principal Financial Group November 1996 - July 2000
The Principal Financial Group March 1993 - November 1996
Skills
Financial Services, Mutual Funds, Product Management, Life Insurance, Disability Insurance, Retirement, Marketing, 401k, Series 7, Series 6, Strategic Planning, Wealth Management, Asset Allocation, Fixed Annuities, Portfolio Management, Investments, Pensions, Relationship Management, Insurance, Retirement Planning, Strategic Financial..., Series 63, Defined Benefit, Securities, Employee Benefits, Uniform Combined State...
Education
Webster University 2006 — 2009
MBA
Drake University 2006 — 2006
Business Leadership Certificate
Southern Illinois University, Carbondale 1988 — 1992
B.S., Management/Marketing
Principal Financial Group September 2014 - Present
Principal Financial Group August 2013 - September 2014
Principal Financial Group October 2009 - March 2012
The Principal Financial Group May 2006 - October 2009
Skills
Retirement, Retirement Planning, 401k, Series 7, Asset Allocation, Defined Benefit, Defined Contribution, Employee Benefits, FINRA, Financial Advisory, Financial Services, IRAs, Insurance, Investment Advisory, Pensions, Series 6, Series 63, Uniform Combined State...
Education
Drake University 2008 — 2010
MBA, Business
Florida Atlantic University 2002 — 2006
BA, Criminal Justice and Business
Coral Springs High
Principal Financial Group March 2014 - Present
The Principal Financial Group June 2000 - March 2014
Skills
Insurance, New Business Development, SDLC, Team Building, IT Strategy, Vendor Management, Leadership, Team Leadership, Agile Methodolgy, Technical Leadership, Technical Staff..., Business Analysis, Visio, Agile Methodologies
Education
Buena Vista University 1996 — 2000
Management Information Systems, General
Level 3 Communications June 2000 - Present
SunGard Availability Services June 2007 - April 2008
Adelphia Business Solutions/TelCove/Level 3 Communications June 2000 - June 2007
Intermedia Communications June 1998 - June 2000
BTI Communications March 1998 - June 1998
The Principal Financial Group January 1986 - February 1998
Network 1 Metromedia 1985 - 1986
Steinmart March 1984 - March 1985
May Cohens Department Store/Levitation June 1976 - March 1984
Skills
Disaster Recovery, Telecommunications, Customer Relations, Managed Services, Business Continuity, Solution Selling, Co-location, Direct Sales, Unified Communications, VoIP, MPLS, Data Center, Salesforce.com, Ethernet, IP, WAN, Call Center, Strategic Partnerships, Telephony, Internet Services, Sales Presentations, Customer Retention, Business Development, Networking, Network Design, Customer Service, Leadership, Cisco Technologies, Security, Management, Sales, New Business Development, Sales Operations, Customer Satisfaction, Sales Management, CRM, SIP Trunking, Wireless, Cloud Computing, SaaS, Professional Services, Selling, Sales Process, Marketing, Hosted Services, Channel Partners, Recruiting, Cold Calling, Private Line, Account Management
Education
Jacksonville University 1974 — 1976
Florida State College at Jacksonville 1972 — 1974
no, Physical Education
Terry Parker High School 1971 — 1972
High School Diploma, N/A
Englewood High School 1969 — 1971
Transferred to Terry Parker High School, N/A
Fletcher Junior High 1967 — 1969
Principal Financial Group March 2013 - Present
The Principal Financial Group May 2010 - March 2013
Principal Financial Group July 2005 - May 2010
Principal Financial Group December 1999 - July 2005
Principal Financial Group June 1996 - December 1999
Skills
401k, Mutual Funds, Series 7, Series 66, Financial Services, Defined Contribution
Education
Drake University 1998 — 1999
Master of Business Administration, Business
Loras College 1990 — 1994
Bachelor of Arts (B.A.), Marketing
The Weitz Company 2014 - Present
Iowa Homeless Youth Centers (IHYC) January 2013 - July 2014
Aviva USA September 2011 - January 2013
Young Women's Resource Center 2006 - October 2011
The Principal Financial Group 2000 - 2010
Principal Financial Group 1999 - 2010
PRSA Central Iowa 2008 - 2009
Skills
Media Relations, Public Relations, Internal Communications, Advertising, Strategy, Community Development, Corporate Communications, Strategic Communications, Marketing Communications, Social Media, Public Speaking, Editing, Insurance, Crisis Communications, Newsletters, Copywriting, Marketing Strategy, Strategic Planning, Event Planning, Press Releases, Speech Writing, Communication Training, Integrated Marketing, Fundraising, Event Management, Nonprofits, Community Outreach, Communications Planning, AP Style, Internal
Education
Iowa State University 1996 — 1998
Bachelor of Arts (B.A.), Journalism/Mass Communications
Des Moines Area Community College 1994 — 1996
Colfax-Mingo High School 1989 — 1994
DuPont Pioneer September 2010 - Present
Allstate June 2009 - September 2010
The Principal Financial Group February 2001 - May 2009
Principal Financial Group March 2002 - August 2004
Principal Financial Group February 2001 - March 2002
TDS Telecom November 1998 - January 2001
Broadcast Partners 1991 - 1996
Skills
HRIS, Succession Planning, Performance Management, Organizational..., Leadership Development, Project Management, Business Process Design, Business Process..., Workday, SAP, PeopleSoft, SuccessFactors, Strategic Planning, HR Consulting, Organizational Change..., Integration, M&A experience, BrassRing, Taleo, Organizational Design, Organizational..., Process Improvement, Talent Management, Deferred Compensation, Recruiting, Benefits Administration, Workforce Planning, Onboarding, Employee Engagement, Employee Benefits, Applicant Tracking..., Personnel Management
Education
Drake University 1989 — 1991
BS, Business Administration
Truman State University 1987 — 1988
The Principal Financial Group February 2007 - Present
James Hardie Building Products December 2003 - April 2005
James Hardie Building Products 2003 - 2005
James Hardie Building Products 2003 - 2005
shea homes 2001 - 2003
Education
Appalachian State University 1997 — 2001
XD Guys September 2007 - Present
Moss Adams LLP December 1998 - November 2000
The Principal Financial Group 1996 - 1998
Sanwa Bank California March 1991 - January 1995
Security Pacific Bank January 1985 - February 1991
Education
California State University, Fresno 1990 — 1995
The Kroger Co. March 2015 - Present
The Kroger Co. September 2013 - February 2015
The Kroger Co. December 2011 - September 2013
The Kroger Co. May 2007 - December 2011
The Principal Financial Group May 2005 - August 2005
Skills
Microsoft Excel, Process Improvement, Business Analysis, Data Analysis, Microsoft Office, Retail, Budgets, Customer Service, Inventory Management
Education
Brigham Young University 2000 — 2007
The Principal Financial Group March 2007 - Present
The Principal Financial Group March 1997 - March 2007
Pioneer Hi-Bred International, Inc. June 1986 - February 1997
Skills
Corporate Communications, Marketing Communications, Advertising, Marketing Strategy, Strategic Communications, Integrated Marketing, Social Media Marketing, Cross-functional Team..., Public Relations, Direct Marketing, Internal Communications, Copywriting, Email Marketing, Marketing, Crisis Communications, Corporate Identity, Branding & Identity, Managing Agency...
Education
Drake University 1990 — 1993
M.A., Corporate Communications
Drake University 1982 — 1986
B.A., Public Relations, Advertising, Sociology
Fairfield High School
Level 10, LLC August 2015 - Present
Level 10, LLC March 2014 - Present
tekservePOS September 2010 - Present
Unaffilliated 2009 - Present
The Principal Financial Group 2007 - 2009
TargetedListings Inc. 1998 - 2002
WebPromote Inc. 1997 - 1998
Skills
Account Management, Active Directory, Analysis, B2B, Cisco Technologies, Computer Hardware, Customer Retention, Customer Service, Hardware, Health Insurance, Laptops, Leadership, Management, Microsoft Office, Negotiation, Network Administration, Networking, POS, Printers, Process Improvement, Project Management, Qualifying Prospects, Relationship Management, SEO, Sales, Sales Presentations, Salesforce.com, Security, Servers, Small Business, Software Installation, Solution Selling, Strategic Planning, Strategy, Switches, System Deployment, Team Building, Technical Support, Troubleshooting, VoIP, Windows 7, Wireless Networking, XP, Cabling, Help Desk Support, LAN-WAN, Windows XP, Professional..., Social Communication, Social Networking
Education
Westwood College 2009 — 2010
Associates, Computer Network Engineer
Arizona State University 1992 — 1996
Bachelor of Science, Communications
The Principal Financial Group February 2015 - Present
The Principal Financial Group September 2009 - Present
Coopera Consulting September 2008 - December 2008
Wells Fargo Financial January 2006 - April 2008
Skills
Business Analysis, Strategic Planning, Business Requirements, Financial Services, Relationship Management, Applied Behavior..., Consumer behavior, Behavior Analysis, Cultural imprints and..., Acculturation analysis, Business product sale, Business Opportunity..., Strategy, Translation, Marketing, Analysis
Education
William Penn University 2002 — 2005
Bachelor of Science (B.S.), Information Management
Universidad Internacional de las Américas 1997 — 1998
International Economics
Li Po Chun United World College 1993 — 1995
International Baccalaureate, Economics
Archer Contingent Energy Risk January 2014 - Present
Archer Contingent Energy Risk, a division of SWBC October 2008 - Present
XL Capital February 2004 - September 2008
PacifiCorp August 2002 - February 2004
Aquila, Inc 1997 - 2002
The Principal Financial Group June 1993 - November 1997
Skills
Commodity Markets, Risk Management, Energy, Natural Gas, Commodity, Financial Risk, Derivatives, Energy Markets, Hedging, Financial Modeling, Project Finance, Executive Management, Renewable Energy, Contract Negotiation, Options, Financial Structuring, Finance, Structured Finance, Portfolio Management
Education
Drake University 1995 — 1997
MBA
Pittsburg State University 1988 — 1992
BBA
Stewart-Longhurst, PS March 2015 - Present
Rockwood Clinic April 2014 - Present
Rockwood Clinic October 2010 - April 2014
FLSmidth RAHCO August 2006 - September 2008
Expeditors 2004 - 2006
The Standard 2003 - 2004
The Principal Financial Group 1997 - 2000
Skills
Business Process..., Microsoft Office, Microsoft Word, Outlook, Microsoft Excel, Process Improvement, PowerPoint, Visio, Quality Assurance, Team Building, Access, MS Project, Requirements Analysis, Customer Service, Social Media, Computer Hardware, Business Analysis, Product Development, Systems Analysis
Education
Eastern Washington University 1995 — 1997
Bachelor of Arts (B.A.), Business Administration and Management, General
Eastern Washington University 1985 — 1986
Business Administration, Management Information Systems concentration
The Principal Financial Group June 2007 - Present
Employers Select Plan 2005 - 2007
Great-West Life and Annuity Insurance Company 2000 - 2005
Skills
401k, Retirement, Series 7, Series 63, Investments, Retirement Planning, Fixed Annuities, Financial Advisory, 403b, Defined Benefit, Insurance, 403 b, Employee Benefits, Mutual Funds, Life Insurance, Securities, Wealth Management, Disability Insurance, Sales, IRAs, Qualified Retirement..., Retirement Plan..., Investment Strategies, Defined Contribution, Financial Analysis, Financial Services
Education
Bowling Green State University 1994 — 1999
Finance, Finance
P.E.O. Executive Office CollectionsC&J Leasing CorpSeptember 2001 - September 2007
The Principal Financial Group August 1982 - June 1992
Education
Des Moines Area Community College 1978 — 1980
Associate’s Degree, Fashion Merchandising
Valley High School 1975 — 1978
General, General
The Principal Financial Group November 2010 - Present
ADP December 2008 - July 2010
SunTrust Bank June 2006 - November 2008
Securian Retirement Plan Services 2000 - 2003
The American Society of Pension Professionals and Actuaries 2000 - 2003
The American Society of Pension Professionals and Actuaries 1999 - 2003
SunTrust Bank 1996 - 1999
Skills
401k, Defined Benefit, Defined Contribution, Executive Benefits..., 403(b), Deferred Compensation..., Community Service, Pension Plans
Education
Columbia Southern University 2007 — 2013
Marketing
Georgia State University 1997 — 1999
Marketing
St. Petersburg College 1973 — 1975
Business Mgmt
Florida Department of Highway Safety and Motor Vehicles October 2012 - Present
Florida Department of Education October 2011 - October 2012
Florida Department of Economic Opportunity November 2010 - October 2011
Florida Department of Law Enforcement September 2007 - November 2010
Strategic Staffing Solutions 2007 - November 2010
Advanced System Design - ASD, Inc. 1998 - 2002
The Principal Financial Group 1996 - 1997
Skills
Program Management, SharePoint, Visio, Government, Technical Writing, Business Analysis, Project Management, PMP, SDLC, Software Project..., Software Documentation, Vendor Management, Strategic Planning, Data Analysis, Information Technology, Change Management, Process Improvement, Analysis, Business Intelligence, Business Process..., MS Project, Management, PMO, Quality Assurance, Microsoft Project
Education
Iowa State University 1995 — 1996
Bachelor of Arts
Florida State University 1992 — 1995
The Principal Financial Group September 2009 - Present
The Principal Financial Group November 2005 - September 2009
Right Management 2001 - 2001
Skills
Microsoft Office, Customer Service, Social Media, Disability Insurance, Microsoft Excel, Marketing, Insurance, PowerPoint
Education
California State University-Chico 1998 — 2003
BA, Graphic Design
Rancho Bernardo High School
The Principal Financial Group Print to Mail-Assistant ManagerThe Principal Financial Group1988 - 1994
Skills
Software Quality..., Application Lifecycle..., Waterfall, Test Planning, Regression Testing, System Testing, Test Management
Education
Drake University
Bachelors, Managment
UnitedHealthcare April 2011 - Present
The Principal Financial Group March 2006 - March 2011
Aetna Life and Casualty March 1988 - February 2006
Education
Cheyney University of Pennsylvania 1983 — 1987
BS, Marketing
The Weitz Company August 2014 - Present
Independent Contractor 2010 - August 2014
Hemsley Fraser US September 2011 - October 2012
Computer Sciences Corporation June 2009 - October 2010
Iowa State University January 2009 - May 2009
Universal Systems and Technology (UNITECH) 2000 - 2008
The Principal Financial Group 1996 - 2000
The Science Center of Iowa 1993 - 1996
Skills
Instructional Design, E-Learning, Distance Learning, Adult Education, Blended Learning, Instructor-led Training, Instructional Technology, ADDIE, Captivate, Learning Management, Technical Writing, SCORM, Leadership Development, SnagIt, Training, Workshop Facilitation, Needs Analysis, Organizational..., Mobile Learning, Training Delivery, Learning Management..., Staff Development, Adult Learning Theory, Performance Improvement, Camtasia, Performance Consulting, Moodle, Job Aids, Technical Training, Information Mapping, Educational Technology, Articulate Suite, Organizational Learning, Content Development, Knowledge Management, Lectora, Training Needs Analysis, Articulate Studio, Curriculum Design, Multimedia, ILT, Curriculum Development, Courses, Employee Training, Organizational..., Education Software, Adobe Fireworks, Career Development, Soft Skills
Education
Drake University 2003 — 2007
M.S., Adult Learning, Performance, and Development
Drake University 1989 — 1993
B.A., Journalism and Mass Communication
DC-G High School 1985 — 1989
Indiana University Bloomington
Certificate, Instructional Systems Technology
Genesis Financial Group December 2000 - Present
Waddell & Reed 2009 - 2012
The Principal Financial Group October 2007 - February 2009
Vinnell 1997 - 2000
Skills
Financial Advisory, Strategic Financial..., Accounting, Bookkeeping, Insurance, Investments, Financial Services, Strategy, Auditing, Term Life Insurance, Finance, Tax, Tax Preparation, Retirement, Leadership, Financial Planners, Budgets, Sales, Retirement Planning, QuickBooks, Employee Benefits, Entrepreneurship, Small Business, Financial Analysis, Wealth Management, Uniform Combined State..., Time Management, Series 7, Series 65, Series 6, Risk Management, Portfolio Management, Personal Finance, Pensions, Mutual Funds, Marketing, Management Consulting, Long-term Care, Life Insurance, Investment Advisory
Education
Cleveland State University
Business Administration
New England College of Business and Finance
BSBA, Accounting and Finance
Moreton Retirement Partners January 2010 - Present
The Principal Financial Group August 1999 - January 2010
Skills
Experienced 401k Advisor, Retirement Plan..., Retirement, Securities, FINRA, Financial Advisory, 401k, Defined Benefit, Employee Benefits, Series 63, Retirement Planning, Mutual Funds, Series 6, Series 7, Pensions
Education
Brigham Young University 1996 — 2002
Accounting, Accounting
RDOIC 2014 - 2015
RDOIC 2014 - 2015
RDOIC 2014 - 2015
RDOIC 2014 - 2015
Nixon-Egli Equipment Co. May 2008 - July 2014
Kaplan March 2012 - September 2013
The Principal Financial Group March 2007 - May 2008
Transware August 2004 - December 2006
Innovative Mortgage Solutions November 2003 - June 2004
Aegis Lending November 2002 - November 2003
Skills
Sales, Sales Management, Financial Analysis, Analysis, Project Management, Forecasting, Leadership
Education
California State University-Fresno 1991 — 1996
Industrial Technology
California State University-East Bay
MBA, Business
The Principal Financial Group April 2005 - Present
Education
Baruch College, City University of New York (CUNY)
Bachelor’s Degree
The Principal Financial Group February 2002 - Present
The Principal Financial Group 1999 - 2002
The Principal Financial Group 1996 - 1998
The Principal Financial Group 1989 - 1996
Skills
Graphic Design, Lectora, Lectora Snap!, Creative, Blended Learning, E-Learning, Dreamweaver, Leadership Development, Training, Flash, PowerPoint, Instructional Design, Hands-on Training, Performance Consulting, Adult Education, Captivate, Needs Analysis, Camtasia, Learning Management, SnagIt, Learning Management..., SharePoint
Education
Des Moines Area Community College 1982 — 1984
Liberal Arts, General
Principal Financial Group March 2013 - Present
Principal Financial Group August 2010 - February 2013
The Principal Financial Group 2001 - July 2010
State of Iowa 1980 - 1985
Skills
Employee Education, Retirement Services, 401k, ERISA, Employee Benefits, Series 63, Insurance, IRAs, Series 6, Needs Analysis, Defined Benefit, Investments, Pensions, Retirement, Retirement Planning
Education
University of Nebraska at Omaha 1972 — 1974
Creighton University 1968 — 1972
Bachelor of Science, Education
Travelers July 1997 - Present
Best Buy March 1994 - April 1997
The Principal Financial Group June 1992 - February 1994
Skills
COBOL, DB2, Visual Basic, Microsoft Office, Databases, VSAM, IMS DB/DC, CICS, JCL, SQL, CA Products, Intertest, SAS, Testing, Analysis, Visio
Education
Minnesota State University, Mankato 1989 — 1992
B.S., Computer Science
University of Minnesota-Twin Cities 1988 — 1989
Night School, Mathematics, Finnish
Inver Hills Community College 1985 — 1988
AA in Liberal Arts, Mathematics, Spanish
Mercy Home Medical November 2012 - Present
West Des Moines Community Schools July 2011 - November 2012
The Principal Financial Group March 2006 - December 2008
The Principal Financial Group August 1998 - March 2006
The Principal Financial Group February 1994 - June 1998
Iowa Southern Utilities July 1992 - January 1994
Meredith Corporation April 1989 - September 1990
Iowa Power and Light Company April 1985 - April 1989
Waterloo Courier September 1979 - April 1985
Marshalltown Times-Republican May 1977 - September 1979
Education
Drake University 1985 — 1988
Masters, Mass Communications
Drake University 1975 — 1977
Bachelors, Journalism
Self-employed June 2009 - Present
The Principal Financial Group November 1986 - December 2008
Skills
Training, Customer Service, 401k, Public Speaking, Retirement, Insurance, Pensions, Leadership, Defined Benefit, Business Strategy, Benefits Administration, Staff Development, Life Insurance, Employee Benefits, Retirement Planning, Fixed Annuities, Term Life Insurance, Long-term Care, Series 7, Health Insurance, Whole Life
Education
Eastern Washington University 2003 — 2007
B.A., Interdisciplinary Studies--Comm/Business
Strategic America March 2014 - Present
Freelance 2005 - Present
Huckleberry Portraits January 2007 - April 2015
Two Rivers Marketing 2005 - 2005
The Principal Financial Group 1999 - 2005
United Parcel Service 1996 - 1999
Skills
Corporate Communications, Marketing Communications, Newsletters, Strategic Communications, Press Releases, Media Relations, Proofreading, Copywriting, Photography, Editing, Internal Communications, Blogging
Education
Grand View College 1994 — 1998
Bachelor of Arts, English, Photography
The Principal Financial Group 2011 - Present
Compressor Controls Corporation 1997 - 2009
Tone's / Burns Philp 1995 - 1997
Skills
Cost Accounting, Process Improvement, Strategic Planning, Financial Analysis, Forecasting, Employee Benefits, Business Planning, Energy, Financial Reporting, Business Strategy, Budgets, Change Management, Contract Negotiation, Strategy, Leadership, Start-ups, Analysis, Cross-functional Team..., Insurance, Project Management, Auditing, Business Development, Accounting, Strategic Financial...
Education
Drake University 2000 — 2003
MBA, Accounting/ Finance
University of Northern Iowa 1985 — 1988
Bachelor of Arts in Accounting, Accounting, Spanish minor, International Business emphasis
Wells Fargo Home Mortgage April 2006 - Present
The Principal Financial Group March 2004 - April 2006
PGi February 2001 - February 2004
Education
Drake University
MBA, Finance emphasis
Wartburg College
B.A., Finance
Forbes Office Solutions Architectural DrafterLegacy Construction, Inc.January 1993 - August 2008
The Principal Financial Group June 1986 - November 1991
Education
Des Moines Area Community College 1985 — 1986
Architectural Drafting, Architectural Drafting
Central College 1984 — 1985
Mathematics
University of Iowa 1983 — 1984
Liberal Arts
The Principal Financial Group 2008 - Present
Principal Funds December 2007 - Present
Lord Abbett December 1996 - December 2007
Merrill Lynch May 1991 - December 1994
Skills
Mutual Funds, Alternative Investments, Series 7, Investment Advisory, Series 24, Financial Advisory, 401k, Series 65
Education
State University of New York at Binghamton 1982 — 1986
BA
Fidelity Investments May 2014 - Present
The Principal Financial Group July 2007 - May 2014
The Principal Financial Group October 2005 - July 2007
Skills
401k, Retirement
Education
Indiana University of Pennsylvania 1994 — 1998
BS, Finance
The Principal Financial Group August 2013 - Present
Prudential Financial January 2013 - August 2013
The Hartford July 2012 - August 2013
Crump July 2002 - July 2012
Crump Insurance July 2002 - July 2012
Skills
Term Life Insurance, Universal Life, Disability Insurance, Insurance, Long-term Care, Retirement, Whole Life, Retirement Planning, Long Term Care Insurance, Estate Planning, Strategic Financial..., Underwriting, Brokers
Education
California State University-Sacramento 1997 — 2000
Bachelors
East Longmeadow High 1989 — 1993
The Principal Financial Group December 2013 - Present
Skills
Asset Allocation, 401 (k), 403 (b), SEP &..., Annuities (Variable &..., Business Continuation..., Business Overhead..., Buy-sell Agreements, Buy-Sell Review, College Funding..., Defferred Compensation..., Dental Insurance, Disability Income..., Estate Planning, Executive Benefit..., Financial Needs Analysis, Income Protection, Informal Business..., IRAs (Traditional &..., Key Person Insurance, Long-Term Care Insurance, Mutual Funds, Pension Plans, Salary Continuation, Series 6,63..., Split Dollar Plans, Supplemental Retirement..., Survivor Income, Tax-Deferred Savings, Term Life Insurance, Universal Life Insurance, Wellness Programs, Wealth Accumulation, Whole Life Insurance
Education
Illinois State University 1988 — 1992
BS, Speech Comm
Principal Financial Group August 2015 - Present
Principal Financial Group November 2014 - August 2015
Principal Financial Group March 2013 - November 2014
Principal Financial Group October 2011 - March 2013
The Principal Financial Group February 2008 - October 2011
COUNTRY ® Financial September 2005 - February 2008
Skills
Project Management, Writing, Microsoft Office, Marketing Communications, Event Management, Copy Editing, Data Analysis, Target Marketing, Customer Retention, Customer Service, Presentation Design, Event Planning, Strategic Communications, Email Marketing, Leadership
Education
Buena Vista University 2001 — 2005
BA, Communication, Business Management
Drake University 2007 — 2009
Masters of Communication Leadership
Dream Homes California 2001 - Present
Prudential California Realty August 1989 - May 2001
The Principal Financial Group 1984 - 1986
Skills
Real Estate, Investment Properties, Sellers, Short Sales, First Time Home Buyers, Buyer Representation, Relocation, Foreclosures, Condos, REO, Listings, New Home Sales, Single Family Homes, Investors, Residential Homes, Sales, Referrals, Negotiation, Brokerage, Small Business, Marketing, SFR, Contract Negotiation, ABR, Property Management, Real Property, Rentals, Leases, Real Estate Transactions, FHA, Townhomes, Property, Luxury, Real Estate Financing, Commercial Real Estate, Real Estate Development, Disposition, Real Estate Economics, Selling, 1031 Exchanges, Move Up Buyers, Investments, Income Properties, Vacation Homes, Relocation Buyers, e-PRO, Listing Homes, Refinance, Mortgage Lending, VA loans
Education
San Diego State University-California State University 1998 — 2000
Bachelor of Business Administration (BBA), Marketing
Cuyamaca College 1996 — 1998
Associate of Arts and Sciences (AAS), Business Administration and Management, General
San Diego City College
Associate of Science (A.S.), Business Administration, Management and Operations
N/A November 2009 - Present
American Enterprise August 2001 - November 2009
ING-Equitable of Iowa March 1999 - December 2000
The Principal Financial Group October 1993 - December 1998
The Principal Financial Group 1987 - 1993
The Principal Financial Group 1985 - 1987
Skills
Disaster Recovery, Microsoft SQL Server, COBOL, Unix, DB2, CICS, Mainframe, Visual Basic, Security, VB.NET, Information Technology
Education
Drake University
BA, Economics and Business
The Principal Financial Group April 2007 - Present
The Principal Financial Group April 2002 - April 2007
The Principal Financial Group April 2001 - April 2002
Skills
Business Analysis, Management, Leadership, Vendor Management, Process Improvement, Analysis, Team Leadership, Employee Benefits, Negotiation, Business Requirements
Education
Grand View College 1991 — 1994
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General, 3.7
The Principal Financial Group October 2013 - Present
MetLife August 2005 - October 2013
The Phoenix Companies 2000 - 2005
Skills
Series 6, Series 63, Insurance, Variable Annuities, Fixed Annuities, Phone Etiquette, Life Insurance, Qualified Retirement..., Microsoft Office, Sales, Mutual Funds
Education
Ferris State University
BS, Marketing
Any Body Fitness April 2014 - Present
Nashville Media Services August 2011 - Present
Harpeth River Watershed Association January 2012 - October 2012
GFD Pottery,Inc. 2002 - January 2011
The Principal Financial Group 2007 - 2009
Easter Seals of TN 2000 - 2002
Skills
Creating Relationships, Outside Sales, A/V Installation, Time Management
Education
Austin Peay State University 1991 — 1997
B.S, Wellness Promotion
The Principal Financial Group October 2012 - Present
Allstate Financial Services September 2004 - September 2012
The MONY Group December 1999 - August 2004
Education
Adelphi University 1971 — 1975
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
James Madison High School 1969 — 1971
Jeffrey Slocum & Associates June 2011 - June 2014
Trenton Devils September 2009 - May 2011
Deutsche Bank Securities, Inc May 2008 - August 2008
The Principal Financial Group May 2007 - August 2007
Skills
Investments, Equities, Financial Modeling, Financial Analysis, Valuation, Alternative Investments, Asset Management, Bloomberg, Fixed Income, Portfolio Management, Investment Management, Data Analysis, Asset Allocation, Equity Capital Markets, Investment Strategies, Mutual Funds, Corporate Finance, Capital Markets, PowerPoint, Private Equity, Due Diligence, Emerging Markets, Equity Research, Financial Markets, Derivatives, Quantitative Analytics, Venture Capital, Wealth Management, Real Assets, Investment Manager..., Investment Policy..., Hedge Funds, Liquidity Management
Education
Brown University 2005 — 2009
Economics
Principal Financial Group April 2005 - Present
The Principal Financial Group October 2001 - April 2005
SHAZAM Network - ITS, Inc. September 1996 - September 2001
Skills
SDLC, COBOL, SharePoint, DB2, Business Requirements, Visio, JCL, Mainframe, Business Analysis, Requirements Gathering, SQL, Insurance, Requirements Analysis, Vendor Management, Health Insurance, Process Improvement, Quality Center, CICS
Education
Des Moines Area Community College 1999 — 2001
Associate of Applied Science, Computer Programming
Iowa State University 1992 — 1996
Bachelor of Science, Psychology
CorVel Corporation February 2015 - Present
Iowa Case Management August 2014 - April 2015
Equian April 2014 - July 2014
The ALARIS Group, Inc. August 2012 - June 2013
Health Systems International/Care Solutions March 2005 - August 2012
GENEX Services, Inc. April 2003 - March 2005
CorVel Corporation April 1997 - March 2003
The Principal Financial Group February 1995 - March 1997
Iowa Methodist Medical Center 1992 - 1995
Winnebago Industries 1983 - 1990
Skills
Vocational..., Job Search Strategies
Education
Drake University 1991 — 1992
MS, Vocational Rehabilitation - Counseling Education
University of Northern Iowa
BA, Sociology/Psychology
Waldorf College
Associate of Arts (A.A.), Social Services
The Princiapl Financial Group November 2014 - Present
The Principal Financial Group June 2011 - Present
Principal Financial Group December 2010 - June 2011
Principal Financial Group December 1992 - November 2010
Skills
Customer Service, Administration, Insurance, Outlook, Health Insurance, Word, Excel, Microsoft Office, PowerPoint, Teamwork, Microsoft Word, Microsoft Excel, Analysis, Business Analysis
Education
Grand View College 2013 — 2014
Business Administration with a Finance Concentration, Finance, General, 11
Des Moines Area Community College 2010 — 2013
Associate in Business, Business with concentration in Finance
Aetna August 2014 - Present
Aetna January 2014 - July 2014
Coventry Health Care, an Aetna Company December 2005 - December 2013
Coventry Health Care, an Aetna Company April 1998 - December 2005
Principal Health Care December 1996 - March 1998
The Principal Financial Group June 1993 - December 1996
Skills
Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Research, Outlook, Strategic Planning, Budgets, Negotiation
Education
Georgia State University 1991 — 1993
Bachelor of Business Administration, Risk Management, Magna Cum Laude
The Principal Financial Group June 2001 - September 2003
Education
Drake University 1997 — 2001
MBA, Business Administration, Management and Operations
The Principal Financial Group October 2013 - Present
Lifeline Resources, Inc. October 2010 - Present
Foster Aunt and Uncle Project January 2009 - Present
Nationwide Insurance February 2011 - October 2013
Ankeny Community School District and Bondurant Farrar School District August 2009 - December 2009
Skills
Performance Excellence, Organizational..., Teaching, Grants, Public Speaking
Education
Grand View College 2006 — 2009
Education, Education
Kirkwood Community College 2004 — 2005
AA, Gen Ed
The Principal Financial Group 2008 - Present
BNY Mellon August 2002 - June 2008
BNY Mellon June 1999 - August 2002
Skills
Fixed Income, Underwriting, Portfolio Management, Securities, Asset Management, Financial Analysis, Financial Modeling, Insurance, Financial Services, Valuation, Investment Banking, Credit Analysis
Education
University of Pittsburgh 2000 — 2002
Master of Business Administration (MBA), Business Administration and Management, General
Bucknell University 1987 — 1991
Bachelor of Arts (BA), Economics
UNITE HERE HEALTH February 2013 - Present
BAM Claims October 2012 - January 2013
The Principal Financial Group November 1985 - April 2012
Skills
Disability Insurance, Health Insurance, Customer Service, Dental Insurance, Quality Review, Coaching, Mentoring, Claims Communication, Medicare, Insurance
Education
College of DuPage
Associate of Arts (AA)
Transamerica October 2014 - Present
hibu July 2013 - October 2014
Strellner Agency August 2012 - June 2013
Cedar Hills Community Church January 2005 - July 2011
Hy-Vee January 2000 - May 2001
The Principal Financial Group July 1999 - April 2000
Skills
Discipleship, Theology, Preaching, Pastoral Care, Biblical Studies, Youth Ministry, Pastoral Counseling, Leadership, Team Leadership, Team Building, Volunteer Management, Strategic Financial..., Retirement Planning, Life Insurance, Financial Analysis, Digital Marketing, Online Advertising, Account Management, Cold Calling, SEM
Education
Fuller Theological Seminary 2001 — 2004
Master of Divinity (M.Div.), Theology/Theological Studies, 3.65
Central College 1993 — 1997
Bachelor of Arts (B.A.), Business Management/Finance
Michigan Lung and Critical Care Specialists, PC September 2003 - Present
Consolidated Physicians Network, Inc. April 1998 - September 2001
Watauga Medical Associates, PC April 1992 - March 1998
The Principal Financial Group January 1988 - December 1991
Skills
Healthcare, Physicians
Education
Indiana University Bloomington
University of Arkansas at Fayetteville