Holmes Murphy Financial Services

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Holmes Murphy Financial Services Employees

Employee
Years
Job
Industry
Kristopher Goeden Kristopher Goeden Des Moines, Iowa Area Details
Kristopher Goeden's Holmes Murphy Financial Services Experience June 2006 - July 2007
Job Internal Key Accounts Manager, Investment Only at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group  February 2012 - Present
Principal Financial Group  October 2010 - February 2012
Principal Financial Group  July 2007 - October 2010
Iowa Army National Guard  March 2000 - March 2009
Holmes Murphy Financial Services   June 2006 - July 2007
Holmes Murphy Financial Services   June 2006 - July 2007
NORTHWESTERN MUTUAL FINANCIAL NETWORK  May 2005 - October 2005

Skills
Mutual Funds, Fixed Income, FINRA, Options, Uniform Combined State..., Life Insurance, Retirement, Business Planning, Pensions, Asset Allocation, Wealth Management

Education
Iowa State University - College of Business   2002 — 2006
Bachelor of Science, Finance

Bishop Heelan   1997 — 2001

Jeff Newburn Jeff Newburn Davenport, Iowa Area Details
Jeff Newburn's Holmes Murphy Financial Services Experience November 2006 - September 2010
Job at Plan2Thrive Financial Services
Industry Financial Services
Experience
Plan2Thrive Financial Services   October 2010 - Present
Plan2Thrive Financial Services   October 2010 - Present
Holmes Murphy Financial Services   November 2006 - September 2010
New York Life  November 2000 - October 2006
MidAmerican Energy  1985 - 2000

Skills
Strategic Financial..., Securities, Financial Services, Retirement Planning, Investments

Education
Iowa State University   1975 — 1981
BS, Industrial Technology

Jeff Brandon, CRM Jeff Brandon, CRM Des Moines, Iowa Area Details
Jeff Brandon, CRM's Holmes Murphy Financial Services Experience May 2000 - February 2003
Job Owner of JBI, Insurance Agency
Industry Insurance
Experience
JBI Agency   October 2010 - Present
Member Insurance Agency  February 2003 - September 2010
Holmes Murphy Financial Services   May 2000 - February 2003
Old Kent Financial Corporation  February 1988 - May 2000
North Dakota Bankers Association   February 1986 - February 1988

Skills
Insurance, Sales, Property & Casualty..., Professional Liability, Underwriting, Commercial Lines, Casualty, General Insurance, Commercial Insurance, Health Insurance, Legal Liability

Education
University of Sioux Falls   1977 — 1982
Business, Business Management

washington high school   1974 — 1976

Nancy Westcot Hotchkiss Nancy Westcot Hotchkiss Des Moines, Iowa Details
Nancy Westcot Hotchkiss's Holmes Murphy Financial Services Experience 2007 - 2008
Job Manager Client Advocacy at SourceHOV
Industry Printing
Experience
SourceHOV  April 2013 - Present
SourceHOV  May 2008 - Present
Holmes Murphy Financial Services   2007 - 2008

Skills
Account Management, Training, Process Improvement, Project Management, Operations Management, Salesforce.com, CRM, Leadership, Management, Budgets

Education
University of Iowa   1977 — 1980
Bachelor of Science, liberal arts

Margaret Hare Margaret Hare Greater Denver Area Details
Margaret Hare's Holmes Murphy Financial Services Experience August 1997 - August 2002
Job Benefits Technology Officer, VP Strategic Business Services
Industry Financial Services
Experience
Holmes Murphy & Associates  July 2012 - Present
HealthSpeak LLC   June 2006 - Present
The Health & Welfare Strategy Group   January 2005 - December 2012
Ovation Benefits Group  October 2011 - July 2012
Exponent Technologies / Lacerte Technologies   September 2002 - December 2004
Holmes Murphy Financial Services   August 1997 - August 2002
Prudential Healthcare  January 1994 - August 1997
Campbell Wilson Healthcare Consulting   1990 - 1992
Ernst & Young  1986 - 1990

Skills
Employee Benefits, Healthcare, Managed Care, Wellness, Small Business, Strategic Planning, Program Development, Account Management, Disability Insurance, Leadership, Management, Business Development, Sales, Underwriting, Life Insurance, Health Insurance, Strategy, Program Management, Medicare, Benefits Administration, Hospitals, Executive Management, Health Savings Accounts, Process Improvement, Human Resources, Insurance, Brokers, Business Strategy

Education
The University of Dallas   1992 — 1993
MBA, Health Services Management

Berry College   1982 — 1986
BS, Accounting

Laura Gage, CFA Laura Gage, CFA Des Moines, Iowa Area Details
Laura Gage, CFA's Holmes Murphy Financial Services Experience January 2007 - January 2011
Job Research Analyst at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group  January 2011 - Present
Holmes Murphy Financial Services   January 2007 - January 2011
Smith Barney  May 2005 - January 2007

Skills
Asset Allocation, Portfolio Management, Investments, Wealth Management, Series 7, Mutual Funds, Asset Management, Securities, Financial Analysis, Equities, Fixed Income, Financial Modeling

Education
Drake University   2001 — 2005
BSBA, Finance

Carmel High School   1997 — 2001
High School Diploma

Joseph Coy Joseph Coy West Des Moines, Iowa Details
Joseph Coy's Holmes Murphy Financial Services Experience 1987 - 2009
Job Business Process Improvement Specialist
Industry Financial Services
Experience
Business Management Group   2012 - Present
The Bryton Companies   2010 - 2012
Holmes Murphy Financial Services   1987 - 2009

Skills
Leadership, Investments, Retirement Planning, Strategic Financial..., Wealth Management, Strategic Planning, Budgets, Management

Education
Drake University   1983 — 1987
Economics, Business

Crystal Warren CEBS, CPC Crystal Warren CEBS, CPC Greater St. Louis Area Details
Crystal Warren CEBS, CPC's Holmes Murphy Financial Services Experience May 2007 - May 2011
Job Retirement Consultant/ Financial Advisor
Industry Financial Services
Experience
Raymond James  May 2011 - Present
Holmes Murphy Financial Services   May 2007 - May 2011
Principal  2005 - 2006
ABN AMRO  2001 - 2004
Chicago Trust   1999 - 2001
Aetna  1993 - 1999
ING  1993 - 1999
Transamerica  1980 - 1993

Skills
Retirement Plan..., Plan Review, Retirement, Investments, Securities, Employee Benefits, 401k, Series 7, Defined Benefit, Retirement Planning, Mutual Funds, Pensions, Investment Advisory, Asset Management, Wealth Management, Insurance, Asset Allocation, Financial Planning, Financial Advisory, Retirement Services, Portfolio Management, Investment Strategies, Compliance, Annuities, Series 63

Education
Saint Louis University   1985 — 1986
Finance

Northwestern University - Kellogg School of Management   1983 — 1986
Master of Business Administration (MBA), Finance, General

Illinois State University   1976 — 1980
BS, Business, Psychology

Steven Danon Steven Danon Greater Omaha Area Details
Steven Danon's Holmes Murphy Financial Services Experience 1998 - 2002
Job Risk Control & Safety Services at Marcotte Insurance & Risk Control Consulting Throughout The Midwest & Beyond
Industry Insurance
Experience
Marcotte Insurance Agency   January 2005 - Present
Temple Israel  1995 - Present
Nebraska Emergency Response Commission   1994 - Present
CNA Insurance  March 2001 - January 2005
Holmes Murphy Financial Services   1998 - 2002
Aon Risk Services  1998 - 2001
Liberty Mutual Insurance  March 1994 - June 1998

Skills
Employee Benefits, Underwriting, @Risk, Ergonomics, Business Continuity, Coaching, Financial Risk, Professional Liability, Accident, Training, Enterprise Risk..., Customer Service, Emergency Management, Health Insurance, Consulting, Policy, Healthcare, EHS, Investigation, Leadership, Occupational Health, Security, Analysis, Accident Investigation, Public Speaking, Commercial Lines, Industrial Safety, Umbrella Insurance, General Insurance, Disability Insurance, Industrial Hygiene, Commercial Insurance

Education
Bellevue University   1992 — 1994
Bachelors Of Science, Management of Human Resources

Oklahoma State University   1991 — 1991
Fire Safety, Industrial Fire Training

Texas A&M University   1990 — 1990
Industrial Fire Training, Industrial Fire Training

San Diego State University-California State University   1984 — 1986
Bachelors Public Administration, Business Adminstration/{Public Administration

National Fire Academy/National Emergency Training Center   1981 — 1985
Fire Scene Mgmt/Incident Command/Managing Major Emergencies, Public Service

Ryan Edgington Ryan Edgington Des Moines, Iowa Area Details
Ryan Edgington's Holmes Murphy Financial Services Experience March 2007 - Present
Job Financial Advisor at Holmes Murphy Financial Services
Industry Financial Services
Experience
Holmes Murphy Financial Services   March 2007 - Present
Nationwide Insurance  August 2005 - March 2007

Education
Iowa State University - College of Business   2002 — 2004

Dale Brickert Dale Brickert Dallas/Fort Worth Area Details
Dale Brickert's Holmes Murphy Financial Services Experience 2001 - 2002
Job Hays Companies of Texas
Industry Insurance
Experience
HAYS COMPANIES OF TEXAS   November 2011 - Present
The Plexus Groupe  April 2004 - August 2011
Benefit Partners  July 2002 - March 2004
Holmes Murphy Financial Services   2001 - 2002
UnitedHealthcare  1999 - 2001

Skills
Contract Negotiations, Employee Benefits, Employee Relations, Group Benefits, Benefits Strategy, Employee Management, New Business Development, Benefits, Insurance, Health Insurance, Strategy, Management, Risk Management, Sales, Entrepreneurship, Health Savings Accounts, Strategic Planning, Team Building, Competitive Analysis, Workers Compensation, Contract Negotiation, Recruiting, Underwriting, Account Management, Budgets, Finance, Analysis, Healthcare, Mergers & Acquisitions, Project Management, Benefits Administration, Term Life Insurance, Negotiation, Customer Service, Human Resources, COBRA, Customer Retention, Personnel Management, Life Insurance, Disability Insurance, Leadership, Telemedicine, Performance Management, Brokers

Education
Stephen F. Austin State University   1993 — 1998
Bachelor of Science, Kinesiology

JJ Pearce high School   1989 — 1992

Nick Maraccini Nick Maraccini Greater Chicago Area Details
Nick Maraccini's Holmes Murphy Financial Services Experience May 2005 - July 2005
Job International Business First Party / Account Executive National Property
Industry Insurance
Experience
Travelers  August 2013 - Present
Travelers  July 2009 - July 2013
Travelers  January 2008 - June 2009
Travelers  June 2006 - December 2007
Holmes Murphy Financial Services   May 2005 - July 2005

Skills
Insurance, Underwriting, International Business, Property & Casualty...

Education
Iowa State University   2002 — 2006
Bachelors, Finance

Dustin Mars Dustin Mars Des Moines, Iowa Area Details
Dustin Mars's Holmes Murphy Financial Services Experience February 2004 - March 2009
Job Financial Advisor
Industry Financial Services
Experience
One Body 3   March 2009 - Present
Zoom Performance   January 2009 - Present
Holmes Murphy Financial Services   February 2004 - March 2009
Next Generation Realty   February 1999 - February 2004

Education
Trinity International University   1994 — 1995
Accounting

Des Moines Christian High School

Valley High School

Abby Gottner Abby Gottner Des Moines, Iowa Area Details
Abby Gottner's Holmes Murphy Financial Services Experience June 2004 - January 2008
Job Human Resources Business Partner at Holmes Murphy & Associates
Industry Human Resources
Experience
Holmes Murphy & Associates  March 2014 - Present
Cloud 9  June 2007 - Present
Wellmark Blue Cross Blue Shield  July 2012 - March 2014
Wellmark Blue Cross Blue Shield  January 2008 - July 2012
Holmes Murphy Financial Services   June 2004 - January 2008

Skills
Employee Relations, Recruiting, Temporary Placement, Onboarding, Talent Acquisition, Applicant Tracking..., Organizational..., Employee Engagement, Coaching, Employee Benefits, Human Resources, Performance Management, Leadership, Process Improvement, Management, Team Building, Insurance, Customer Service, Benefits Administration, Sourcing, Talent Management, Vendor Management, Training, Change Management

Education
Iowa State University   1999 — 2003
Bachelor's degree, Communication and Media Studies

Mechiel Lake Mechiel Lake Dallas/Fort Worth Area Details
Mechiel Lake's Holmes Murphy Financial Services Experience July 2004 - July 2010
Job Senior Relationship Manager at GuideStone Financial Resources
Industry Financial Services
Experience
GuideStone Financial Resources  January 2014 - Present
GuideStone Financial Resources  August 2010 - Present
Holmes Murphy Financial Services   July 2004 - July 2010
Benefit Partners  May 2001 - July 2004
Dal-Tile Corporation  March 1996 - May 2001
FoxMeyer Corporation  December 1992 - March 1996

Skills
Customer Service, Disability Insurance, Defined Benefit, Retirement Planning, Retirement Plan..., Insurance, Strategic Planning, Pensions, Retirement, Management, Human Resources, Leadership, Employee Benefits, Investments, Strategy, 401k, Health Insurance, CRM, Relationship Management, Benefits Administration

Education
Texas Tech University - Rawls College of Business   1986 — 1990
BBA, Business Management

Randy Lagerblade Randy Lagerblade Des Moines, Iowa Area Details
Randy Lagerblade's Holmes Murphy Financial Services Experience August 2007 - March 2009
Job CFO Fleet; Pcard Analyst State of Iowa
Industry Government Administration
Experience
State of Iowa  October 2013 - Present
Local Government Services   September 2009 - November 2012
Holmes Murphy Financial Services   August 2007 - March 2009
Syverson Strege & Company  2005 - 2007

Skills
Strategic Planning, Accounting, Finance, GAAP, General Ledger, Accounts Payable, Investments, Financial Analysis, Asset Management, 401k, Small Business, Insurance, Retirement Planning, Budgets, Employee Benefits, Strategic Financial...

Education
Grand Canyon University   1980 — 1985
BS, Accounting, Business Admin, Computer Science

Stephen Musser, CFA Stephen Musser, CFA Des Moines, Iowa Area Details
Stephen Musser, CFA's Holmes Murphy Financial Services Experience April 2010 - August 2010
Job Sr Product Manager at Principal Funds
Industry Investment Management
Experience
Principal Funds  December 2013 - Present
Principal Funds  April 2011 - November 2013
Independent Consultant  2010 - March 2011
Holmes Murphy Financial Services   April 2010 - August 2010
Principal Global Investors  December 2001 - May 2009
A.G. Edwards & Sons, Inc.   September 1993 - December 2001
May Department Stores  February 1990 - September 1993
McDonnell Douglas  February 1989 - February 1990

Skills
Financial Analysis, Financial Modeling, Investor Relations, Statistics, Due Diligence, Research, Valuation, Equity Research, DCF, Equity Valuation, Writing Skills, Money Management, Fundamental Research, Portfolio Management, Value Investing, Stock Picking, Sector Analysis, Buy-side, Sell Side, Alternative Investments, Wealth Management, Investments, portfolio construction, Portfolio Optimization, Securities, Strategic Financial..., Bloomberg, Finance, Financial Services, Risk Management, Equities, Analysis

Education
University of Missouri-Columbia   1987 — 1988
MBA, Finance

University of Missouri-Columbia   1982 — 1986
BA, Economics

DeSmet   1978 — 1982

Andrew Shimp Andrew Shimp Des Moines, Iowa Area Details
Andrew Shimp's Holmes Murphy Financial Services Experience April 2006 - December 2010
Job Vice President at CAPTRUST Financial Advisors
Industry Investment Management
Experience
CAPTRUST  December 2010 - Present
Holmes Murphy Financial Services   April 2006 - December 2010
Great West Retirement Services  September 2004 - April 2006
Principal Financial Group  November 2002 - September 2004

Skills
Retirement Planning, Qualified Retirement..., Investments, Asset Allocation, Asset Management, Investment Strategies, 401k, Pensions, Non-Qualified Deferred..., 403 b, Finance

Education
MidAmerica Nazarene University   1998 — 2002
Bachelor of Science, Business Administration

Brent Hulbert Brent Hulbert Urbandale, Iowa Details
Brent Hulbert's Holmes Murphy Financial Services Experience April 2010 - April 2011
Job Retirement Plan Consultant at 401(k) Advisors
Industry Financial Services
Experience
401(k) Advisors   March 2012 - Present
MassMutual Financial Group  April 2011 - March 2012
Holmes Murphy Financial Services   April 2010 - April 2011
Farm Bureau Financial Services  April 2008 - July 2010
Principal Financial Group  January 2006 - February 2008
Principal Financial Group  February 2003 - January 2006
Sears.com  July 2000 - February 2003

Skills
Insurance, New Business Development, Customer Service, Sales, 401k, Marketing Strategy

Education
Iowa State University   2003 — 2006
MBA, Marketing

Grand View College   1998 — 2002
B.A, Communications

Buena Vista University   1997 — 1998