Principal Financial

Industry: Financial investment management company

Description

The 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 (Aug 18, 2015–) Subsidiaries: Principal Securities, Inc.,

Principal Financial List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Principal Financial. You can filter them based on skills, years of employment, job, education, department, and prior employment.

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Principal Financial Employees

Employee
Years
Job
Industry
Deb Binns Deb Binns Iowa City, Iowa Details
Deb Binns's Principal Financial Experience September 1997 - May 1998
Job Work Comp Claims Adjuster at Heartland Express
Industry Transportation/Trucking/Railroad
Experience
Heartland Express  September 2004 - Present
State Farm  April 1999 - October 2003
Principal Financial   September 1997 - May 1998

Skills
Claim, Subrogation, Customer Service, Insurance, Logistics, Microsoft Excel, Outlook, Microsoft Office, Workers Compensation

Education
AIB College of Business
Business Administration and Management, General

The Travel Center Des Moines IA
Travel Agent

Andy Drish Andy Drish Des Moines, Iowa Area Details
Andy Drish's Principal Financial Experience May 2007 - August 2007
Job CoFounder at The Foundation
Industry Marketing and Advertising
Experience
The Foundation  June 2012 - Present
Referral Squirrel, LLC   August 2010 - August 2012
Principal Financial Group  May 2008 - March 2011
Principal Financial   May 2007 - August 2007
Drake  2004 - 2007
Drake University  August 2005 - December 2006

Skills
Corporate Branding, Marketing, Social Media, Social Media Marketing, Marketing Communications, Leadership, Social Networking, Public Speaking, Online Marketing

Education
Drake University   2004 — 2008

Elizabeth Eagle Elizabeth Eagle Tampa, Florida Details
Elizabeth Eagle's Principal Financial Experience April 2014 - Present
Job Office Manager for Frank Lorenzo, Jr. at Principal Financial
Industry Insurance
Experience
Principal Financial   April 2014 - Present
Trinity Software Distribution   May 2007 - May 2014

Skills
Social Media, Microsoft Office, WebTrends Analytics, SEO, Dreamweaver, Social Media Marketing, HTML, Social Networking

Education
University of South Florida   2008 — 2010
Applied Science, Public Health

University of South Florida   1999 — 2003
Associate's Degree, Liberal Arts and Sciences, General Studies and Humanities

Hillsborough Community College   1999 — 2002
Associate's Degree, Internet Services Technology - Web Design

Sandy Bartel Tennant Sandy Bartel Tennant Greater Seattle Area Details
Sandy Bartel Tennant's Principal Financial Experience 1997 - 2000
Job Accounting Associate
Industry Nonprofit Organization Management
Experience
Trinity Lutheran College  January 2015 - Present
Snohomish Education Foundation   January 2012 - January 2015
First Heritage Bank  August 2002 - August 2011
Principal Financial   1997 - 2000
Residence Inn by Marriott Northeast/Bothell   1991 - 1996

Skills
Marketing, Management, Event Planning, Event Management, Project Management, Commercial Banking, Retail Banking, Banking, Nonprofits, Grant Writing, Volunteer Management, Volunteer Training, Donor Perfect, Maestro, Microsoft Office, Social Media Marketing, WordPress, Website Updating, Public Relations, Relationship Management, Bookkeeping, Press Releases, Fundraising

Education
Central Washington University   2015 — 2017
Current Student, IT and Business Administrstion

Edmonds Community College   2011 — 2013
Accounting, Business

WBA Executive Development Program   2011 — 2011
Executive Development Program

Slater School of Insurance   2000 — 2000
Life & Disability License, Insurance

Frankie Fairley Frankie Fairley Dallas/Fort Worth Area Details
Frankie Fairley's Principal Financial Experience January 1996 - January 1999
Job It Clinical Rep III Med D at CVS Caremark
Industry Pharmaceuticals
Experience
CVS Caremark  May 2014 - Present
Alldone Restoration   October 2012 - Present
Medco Health Solutions  2009 - Present
Praise In Motion   November 2008 - March 2010
Merrill Lynch  May 2004 - February 2009
2003-2004 Countrywide Home Loans   July 2003 - May 2004
Southwest Securities/Mydiscountbroker   January 1999 - January 2003
Principal Financial   January 1996 - January 1999

Skills
Securities, Investments, Financial Services, Healthcare, IRAs, Medicare, Long-term Care, Trading, 401k, Medicare Part D, Mutual Funds, Fixed Annuities, Retirement, Insurance, Cross-functional Team..., Leadership, Series 7

Education
Ramapo College of New Jersey   1979 — 1984
BA, Communications/Psychology

Eddie Nicholson Eddie Nicholson Des Moines, Iowa Area Details
Eddie Nicholson's Principal Financial Experience January 2007 - December 2014
Job Regional VPLife Sales at Principal Financial
Industry Financial Services
Experience
Principal Financial Group  January 2015 - Present
Principal Financial   January 2007 - December 2014
Principal Financial Group  January 2004 - December 2006

Skills
Direct Marketing, Strategic Financial..., Fixed Annuities, Retirement, Insurance, Retirement Planning, Account Management, Brokers, Disability Insurance, 401k, Estate Planning, Financial Advisory, Wealth Management, Wealth, Underwriting, Term Life Insurance, Small Business, Management, Relationship Management, Risk Management, Sales, Series 6, Series 63, Series 7, Financial Risk, Financial Planners, Finance, Financial Services, Employee Benefits

Education
Minnesota State University, Mankato   1995 — 1997
Master of Arts (M.A.), Sports Business Administration

Marycrest College   1991 — 1995
Bachelor of Science (B.S.), Accounting

Steve Devlin Steve Devlin Columbus, Ohio Area Details
Steve Devlin's Principal Financial Experience September 2008 - January 2012
Job Princor Registered Representative/Financial Advisor at Dostal and Kirk Insurance and Financial Services
Industry Financial Services
Experience
Dostal and Kirk Insurance and Financial Services   January 2012 - Present
Dostal and Kirk Financial Services   2008 - Present
Principal Financial   September 2008 - January 2012
Quality Mortgage of Ohio LLC.   October 2004 - September 2008

Skills
Estate Planning, Asset Allocation, Mutual Funds, Long-term Care, Term Life Insurance, College Funding..., Supplemental Retirement..., Buy Sell Agreements, Disability Income..., Universal Life Insurance, Financial Needs Analysis, Annuities (Variable &...

Education
The Ohio State University   1996 — 2001
BS, Marketing

Bishop Watterson H.S.   1992 — 1996

Kristie Morgan Kristie Morgan Greater Seattle Area Details
Kristie Morgan's Principal Financial Experience 1988 - 1990
Job TokuSaku Consulting
Industry Information Services
Experience
GE Healthcare  2009 - 2011
Symetra Financial  May 1994 - February 2009
Morgan Benefit Planning   1990 - 1994
Principal Financial   1988 - 1990

Skills
Project Management, Process Improvement, Six Sigma, Management, Leadership, Cross-functional Team..., Lean Facilitation, Change Management, Business Strategy, Data Analysis, Training, Analysis, Business Analysis, Product Management, Strategy, Entrepreneurship, Strategic Planning, Business Process..., Marketing, Healthcare, Business Process

Education
Eastern Washington University   1984 — 1988
BA, Business Administration and Information Managment

Dominic Bazzocco Jr Dominic Bazzocco Jr Urbandale, Iowa Details
Dominic Bazzocco Jr's Principal Financial Experience 1990 - 2000
Job Operations Management
Industry Retail
Experience
Blockbuster Video  January 2011 - July 2011
Verizon Wireless  2006 - 2010
Kum and Go  2003 - 2006
Best Buy  January 2000 - January 2003
Principal Financial   1990 - 2000

Education
Dale Carnegie International Correspondence
Accounting and Business Mathematics

Des Moines Area Community College
No, Accounting

David Colosi David Colosi Carmel, Indiana Details
David Colosi's Principal Financial Experience February 2002 - December 2005
Job
Industry Insurance
Experience
CNO Financial Group  June 2013 - Present
Independent Life & Health Insurance Professional  April 2012 - June 2013
OneAmerica  December 2005 - January 2012
Principal Financial   February 2002 - December 2005
Nettles Consulting Network, Inc.   January 2001 - February 2002
Pediatric Services of America  1997 - 2000
Equifax  1992 - 1997

Skills
Organizational..., Process Improvement, Culture Change, Budget Management, Customer Service, Operations Management, Inventory Management, Cross-functional Team..., Sales Support, Insurance Billing, Development Of Teams, Employee Benefits, Organizational Growth, Strategic Planning, Tactical Planning, Insurance

Education
East Tennessee State University   1988 — 1992
BS, Mass Communications

Western Governors University
Master of Business Administration (MBA)

Chenango Valley   1988 — 1988

Mary Ann Lautzenhiser Mary Ann Lautzenhiser West Des Moines, Iowa Details
Mary Ann Lautzenhiser's Principal Financial Experience 1997 - 2002
Job Employee Relations at Wells Fargo
Industry Human Resources
Experience
Wells Fargo  February 2014 - Present
Dickinson, Mackaman, Tyler & Hagen, P.C.   September 2010 - May 2012
Friends of the West Des Moines Library   2005 - 2010
Natiowide Advantage Mortgage Company   May 2006 - December 2009
Principal Financial   1997 - 2002
Windsor Window Company   1994 - 1997
Loyola University, Institute of Human Resources   1993 - 1994
Foxmeyer Corporation  1989 - 1993
Venture Stores  1987 - 1987
Kmart Apparel  1984 - 1987

Skills
FMLA, Employee Benefits, Performance Management, Employee Relations, Human Resources, Succession Planning, Onboarding, HRIS, Deferred Compensation, Employment Law, Benefits Administration, Talent Acquisition, Time Management, Talent Management

Education
Quinlan School of Business, Loyola University Chicago   1992 — 1994
MSIR, Human Resources & Industrial Relations

University of Minnesota-Twin Cities   1980 — 1984
B.A., English

William Conger William Conger Des Moines, Iowa Area Details
William Conger's Principal Financial Experience September 2005 - September 2006
Job Vice President Process Outsourcing Services
Industry Financial Services
Experience
ServiceLink (part of Fidelity National Financial)   August 2012 - Present
Wellmark  October 2011 - August 2012
Delta Dental of Iowa  June 2008 - October 2011
Sammons Financial Group  September 2007 - March 2008
IBM  October 2006 - August 2007
Principal Financial   September 2005 - September 2006
Principal Residential   December 2001 - December 2004

Skills
Project Management, Six Sigma, Leadership, Budgets, Business Process Mapping, Underwriting, Insurance, Consensus Building, Outsourcing, Strategic Planning, Process Improvement, Forecasting, Start-ups, Business Analysis, Vendor Management, Business Process, Strategy, Management

Education
Central College   1989 — 1993
Business Management, Business, Psychology

Windy Seto Windy Seto Portland, Oregon Area Details
Windy Seto's Principal Financial Experience December 2010 - Present
Job Employee Benefit Specialist at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group  December 2010 - Present
Principal Financial   December 2010 - Present
2003 - July 2010   January 2005 - Present
Wells Fargo Investments  July 2010 - November 2010
US Bancorp Investments and Insurance   2003 - July 2010
US Bank/US Bancorp Investments and Insurance   January 1999 - January 2003
US Bank and US Bancorp Investments and Insurance   1999 - 2003

Skills
Defined Benefit, Pensions, IRAs, Defined Contribution, 401k, 403b, SEP IRA, Simple IRA, Deferred Compensation..., Executive Benefit...

Education
Clark College
Business Administration

Linfield College
Business Administration and Management, General

Linfield College
Business Management

Robert Rooney Robert Rooney Des Moines, Iowa Area Details
Robert Rooney's Principal Financial Experience January 2002 - November 2003
Job Project Manager II
Industry Insurance
Experience
ARAG  April 2007 - Present
American Republic Insurance Company  November 2003 - May 2007
Principal Financial   January 2002 - November 2003

Skills
Business Analysis, Agile Project Management, Quality Center, QTP, Enterprise Architecture, VB.NET, Project Management, MS Project

Education
Drake University   1999 — 2002
Masters, Journalism and Mass Communications

Iowa State University   1987 — 1992
Bachelor of Arts (B.A.), Political Science and Government

Garrigan High School - Class of 1987   1983 — 1987
High School Diploma

Daniel Kerkmaz Daniel Kerkmaz Dallas/Fort Worth Area Details
Daniel Kerkmaz's Principal Financial Experience Vice President - Employee Benefits Sales and ServicePrincipal FInancial Group2006 - Present
Job Vice President of Sales at Principal Financial
Industry Insurance
Experience
Principal Financial   Vice President - Employee Benefits Sales and ServicePrincipal FInancial Group2006 - Present
MetLife  2000 - 2006

Education
McNeese State University   1992 — 2000
Required, required

McNeese State University   1995 — 1998

Sara Boothe Sara Boothe Columbus, Ohio Area Details
Sara Boothe's Principal Financial Experience 1993 - 1999
Job Member of the Board of Directors at Discovery District Civic Association
Industry Legal Services
Experience
Discovery District Civic Association   February 2015 - Present
The Bosco Center   October 2014 - Present
LegalShield  March 2000 - Present
INCREASE CDC  March 2008 - December 2014
Greater Linden Development Corp   October 2004 - December 2013
Principal Financial   1993 - 1999
Doctors Hospital  December 1985 - July 1991

Skills
Non-profits, Event Planning, Public Speaking, Small Business, Fundraising, Coaching, Team Building, Customer Service, Nonprofits, Strategic Planning, Entrepreneurship, Social Networking, Research, Training, Public Relations, Social Media, Business Development, Leadership Development, Leadership, Management, Marketing, Contract Negotiation, Project Management, Event Management, Microsoft Office, Negotiation, Budgets, Marketing Strategy, Program Development

Education
Columbus State   2011 — 2012
Certification

University of Cincinnati   1982 — 1983
none

The Ohio State University   1977 — 1981
B.S.

Eastmoor High School

Steve David Steve David Greater Los Angeles Area Details
Steve David's Principal Financial Experience January 2002 - December 2002
Job Software Engineer at Wells Fargo
Industry Financial Services
Experience
Wells Fargo  June 2008 - Present
Charles Schwab  January 2005 - June 2008
Wells Fargo  January 2003 - December 2004
Boeing  January 2003 - December 2003
Principal Financial   January 2002 - December 2002
Honeywell Inc  January 2000 - December 2001
Lockheed Martin Corporation  January 1999 - December 1999
MTC Technologies, Inc  February 1998 - December 1998
Northrop Grumman Corporation  February 1998 - December 1998
United Technologies  January 1995 - January 1998

Education
University of Minnesota-Twin Cities   1976 — 1982

Frank Kminek Frank Kminek Des Moines, Iowa Area Details
Frank Kminek's Principal Financial Experience July 2006 - October 2012
Job National Accounts Marketing Manager at Pella Corporation
Industry Marketing and Advertising
Experience
Pella Corporation  October 2012 - Present
Principal Financial   July 2006 - October 2012
Whirlpool Corp  June 2005 - June 2006
Maytag Corporation  June 2002 - May 2005
Musco Lighting  January 1998 - May 2002

Skills
Marketing Communications, Strategy, Marketing Strategy, Public Relations, Marketing, Brand Development, Direct Marketing, Public Speaking, Lead Generation, Marketing Management, Leadership, Integrated Marketing, Corporate Communications, Creative Direction, Management, Brand Management

Education
University of Iowa   1982 — 1987
BS

University of Iowa - Henry B. Tippie College of Business   1982 — 1987
Bachelor of Science (BS)

Scoblic, Dala Scoblic, Dala Des Moines, Iowa Area Details
Scoblic, Dala's Principal Financial Experience 2003 - 2007
Job Assistant Director of Operations Principal International Business Development
Industry Financial Services
Experience
Principal International  2013 - Present
Principal Financial Group  February 2008 - February 2014
Principal Financial   2003 - 2007

Skills
Series 7, Retirement Planning, Pensions, 401k, Insurance, Mutual Funds, Series 63, Financial Services, Investments, Relationship Management, Series 6, Securities, Employee Benefits, Fixed Annuities

Education
Iowa State University   1979 — 1983

Jill Joubert Jill Joubert Baltimore, Maryland Area Details
Jill Joubert's Principal Financial Experience 1987 - 1989
Job Operations Manager at Maryland Center for Entrepreneurship
Industry Government Administration
Experience
Howard County Economic Development Authority  July 2012 - Present
Baltimore Ravens  June 2004 - Present
Howard County Economic Development Authority  March 2003 - July 2012
Guardian Life  1989 - 1992
Principal Financial   1987 - 1989
Horizon Financial  1984 - 1986
Bank of New England  1981 - 1983
New England Merchants   1980 - 1981
Hancock Bank & Trust   1978 - 1980

Skills
Event Planning, PowerPoint, Public Speaking, Public Relations, Leadership, Marketing, Program Management, Entrepreneurship, Management, Team Building, Social Media, Editing, Strategic Planning, Fundraising, Nonprofits, Community Outreach, Customer Service

Education
Eastern Nazarene College   1974 — 1978
BS, Elementary Education

Spring-Ford High School   1970 — 1974

Ty Rudisaile Ty Rudisaile Greater Denver Area Details
Ty Rudisaile's Principal Financial Experience 1998 - 1999
Job Loan Officer
Industry Insurance
Experience
DHA Financial   June 2015 - Present
COUNTRY® Financial  July 2008 - November 2014
New York Life Insurance Company  July 2007 - July 2008
Countrywide  2007 - 2007
Ownit Mortgage Solutions  March 2003 - December 2006
Decision One Mortgage  May 2000 - March 2003
Principal Financial   1998 - 1999
Bank Western  1987 - 1999

Skills
Insurance, Life Insurance, Customer Oriented, Leadership, Sales, Homeowners, Small Business, Property & Casualty..., Loan Origination, Credit, Refinance, FHA, Loans, Mortgage Lending

Education
Southwestern Adventist University   1979 — 1984
B.S. degree, Journalism

Campion Academy   1976 — 1979
General studies, College prep

Tammy Epple Tammy Epple Sabetha, Kansas Details
Tammy Epple's Principal Financial Experience 1993 - 1999
Job Marketing Manager at USC LLC
Industry Farming
Experience
USC LLC  August 2015 - Present
Ag Junction Inc.   September 2004 - August 2015
Wells Fargo  1999 - 2003
Principal Financial   1993 - 1999

Skills
Cross-functional Team..., Team Building, Process Improvement, Product Marketing, Analysis, Product Development, Business Planning, Business Strategy, Customer Service, New Business Development

Education
Des Moines Area Community College
Business Administration

Kareme Villalobos Kareme Villalobos Houston, Texas Area Details
Kareme Villalobos's Principal Financial Experience September 2014 - Present
Job Accounting
Industry Financial Services
Experience
Principal Financial Group  September 2014 - Present
Principal Financial   September 2014 - Present
Home  March 2011 - Present
MassMutual - Strategic Financial Group   April 2010 - February 2011
Wheatstone Group, LLC   November 2009 - March 2010
MassMutual Financial Group  September 2009 - October 2009
MassMutual Financial Group  June 1996 - September 2009
Office Depot  August 1995 - March 1996

Education
Houston Community College

Elsik High School
Graduated

Michelle Eilers Michelle Eilers Cedar Rapids, Iowa Area Details
Michelle Eilers's Principal Financial Experience January 2003 - March 2006
Job Intermediate Budget Analyst at Transamerica (AEGON USA)
Industry Financial Services
Experience
Transamerica Life Insurance Company (AEGON USA)   March 2006 - Present
Principal Financial   January 2003 - March 2006
Transamerica Life Insurance Company (AEGON USA)   May 1998 - January 2003
Perpetual Savings Bank  April 1996 - May 1998

Education
Kirkwood Community College   2011 — 2012
Technical Accounting Certificate

Kirkwood Community College   2010 — 2011
Management Associates of Applied Science, Accounting

Lisa Culp (E-mail) Lisa Culp (E-mail) Des Moines, Iowa Area Details
Lisa Culp (E-mail)'s Principal Financial Experience April 1997 - Present
Job Senior Underwriting Consultant at Principal Financial
Industry Insurance
Experience
Principal Financial   April 1997 - Present
Principal Financial Group  1997 - Present

Skills
Property & Casualty..., Dentistry, Insurance, Retirement Planning, Universal Life, Underwriting, Reinsurance, Retirement, Term Life Insurance, Disability Insurance, Claim, Fixed Annuities, Microsoft Office, General Insurance, Long-term Care, Health Insurance, Life Insurance, Health Savings Accounts, Employee Benefits, Commercial Insurance, Workers Compensation, Critical Illness, Brokers

Education
University of Nebraska at Kearney
Bachelor of Science (BS), Business Administration and Management, General

Melissa Blythe Melissa Blythe Charlotte, North Carolina Area Details
Melissa Blythe's Principal Financial Experience 2000 - 2000
Job at Allen Tate Mortgage Services
Industry Financial Services
Experience
Allen Tate Mortgage Services   January 2010 - Present
Dover Mortgage Company  October 2007 - January 2010
Principal Financial   2000 - 2000

Skills
FHA, Mortgage, First Time Home Buyers, Credit, Conventional, Loans, Mortgage Lending, Refinance, First Time Buyers, USDA, VA, Underwriting, Residential, Purchase, REO, HUD, Cash Flow, Mortgage Banking, Residential Mortgages, FHA financing, VA loans, Mortgage Underwriting, Government Loans, Construction Loans, Real Estate Financing, VA Loans, FHA Financing

Education
Central Piedmont Community College   1978 — 1980
Associates, Applied Science

Louis Kelker Louis Kelker Birmingham, Alabama Area Details
Louis Kelker's Principal Financial Experience September 2013 - Present
Job Principal Financial Group
Industry Financial Services
Experience
Principal Financial   September 2013 - Present
Kelker Insurance Agency/ Allstate   June 1978 - September 2010

Skills
Insurance, Strategic Planning, Term Life Insurance, Property, Umbrella Insurance, Long-term Care, Retirement Planning, Microsoft Office, Fixed Annuities, Disability Insurance, Microsoft Excel, Budgets, Customer Service, Health Insurance, Investments, Negotiation, New Business Development, Outlook, Public Speaking, Software Documentation, Staff Development, Supervisory Skills, Teaching, Team Building, Coaching, Leadership, Leadership Development, Microsoft Word, Employee Benefits, Sales, PowerPoint, Property, Retirement, Public Relations, Finance, Financial Services, Underwriting, IRAs, Sales Management, 401k, Series 63, Commercial Insurance, Life Insurance, Wealth Accumulation, Long Term Care Insurance, Recruiting

Education
Alabama Agricultural and Mechanical University   1973 — 1977
Bachelor's degree, Economics

Sally Redman NMLS 1184305 Sally Redman NMLS 1184305 Wilsonville, Oregon Details
Sally Redman NMLS 1184305's Principal Financial Experience May 1998 - May 2005
Job Mortgage Loan Originator at Willamette Valley Bank
Industry Financial Services
Experience
Willamette Valley Bank  October 2014 - Present
Mountain West Financial,  May 2014 - October 2014
PrimeLending  May 2013 - November 2013
Cobalt Mortgage  November 2012 - June 2013
Wells Fargo Home Mortgage  May 2005 - November 2012
Principal Financial   May 1998 - May 2005

Skills
FHA, Mortgage Lending, Credit, Mortgage Banking, Refinance, Loans

Education
University of Oregon

Ronda Hester Ronda Hester Greater Milwaukee Area Details
Ronda Hester's Principal Financial Experience January 1994 - January 1998
Job Beverage Supervisor at Miller Park
Industry Accounting
Experience
Dan Glaser CPA   January 2012 - Present
Miller Park   April 2012 - June 2014
Eastbay Call Center   April 2011 - May 2011
RandM, Inc   January 1998 - January 2011
Principal Financial   January 1994 - January 1998
The Outer Limits   January 1994 - January 1998
Meredith Corporation  January 1989 - June 1990
Blue Cross/Blue Shield  June 1988 - December 1988

Skills
Data Entry, Payroll, Customer Service, Accounting, Telephone Skills, Advertising, Filing, Tax, Budgets, Accounts Payable, Financial Reporting, Accounts Receivable, Bookkeeping, Microsoft Office, Adobe Creative Suite, Adobe Acrobat, Adobe AIR, Management, Supervisory Experience, Bartending, Bios, Business Networking

Education
University of Phoenix   2011 — 2014
Bachelor of Business Administration (B.B.A.), Accounting and Business/Management

Bondurant-Farrar High School   1984 — 1988
Diploma

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