Principal Financial Group
Industry: Financial investment management company
DescriptionThe Principal Financial Group is a global financial investment management and insurance company headquartered in Des Moines, Iowa. Headquarters: Des Moines, Iowa, United States CEO: Daniel Joseph Houston (18 Aug 2015–) Assets under management: 692.4 billion USD (2017) Subsidiaries: Principal Securities, Inc.,
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Principal Financial Group Employees
Principal Financial Group November 2013 - Present
Principal Financial Group April 2010 - November 2013
Principal Financial Group May 2008 - April 2010
Principal Financial Group April 2006 - May 2008
Skills
Customer Service..., Sales Commissions, Employee Training, Call Centers, Customer Retention, Customer Experience, Employee Benefits, Customer Satisfaction, Series 6, 401k, Series 63, Benefits Administration, Mutual Funds, Series 7, Building Relationships, PeopleSoft, Uniform Combined State..., Employee Management, Retirement, Health Insurance, Business Analysis, Insurance
Education
AIB College of Business 2005 — 2009
Bachelor of Business Administration (BBA), Business Administration and Management, General
Ahome Real Estate LLC January 2011 - September 2015
Alliance Financial Group, Inc January 2011 - September 2015
Aborell REITs September 2011 - July 2015
Principal Financial Group March 2010 - October 2010
People's Bank of China February 2009 - May 2009
Fortune Venture Capital August 2008 - October 2008
China Merchants Bank June 2007 - August 2008
Skills
Financial Modeling, Valuation, Portfolio Management, Investment Banking, Investments, Private Equity, Finance, Alternative Investments, Management, Strategy, Financial Analysis, Cryptocurrency, Blockchain, Due Diligence
Education
Stanford University 2015 — 2016
Executive Program, Strategic Decision and Risk Management
Syracuse University - Martin J. Whitman School of Management 2009 — 2010
Master, Finance, 3.9
Anhui University of Finance and Economics 2005 — 2009
Bachelor, Finance
West Bank June 2013 - Present
Mortgage Compliance Advisors, LLC July 2012 - June 2013
Allstate November 2011 - February 2012
MetaBank July 2009 - July 2011
Iowa Student Loan 2006 - 2009
MetaBank April 2003 - September 2006
U.S. Bank May 1998 - April 2003
Rask Construction March 1995 - November 1998
Principal Financial Group March 1994 - March 1995
Skills
Banking, Credit, Mortgage Banking, Underwriting, Loans, Customer Service, Microsoft Office, Finance, Risk Management, Real Estate, Credit Analysis, Team Building
Education
AIB College of Business 1993 — 1996
Associate's degree, Businesss Management
Aacres LLC June 2008 - Present
Aacres LLC October 2007 - June 2008
Aacres LLC August 2006 - October 2007
Principal Financial Group April 2003 - December 2004
Principal Financial Group February 2000 - April 2003
Skills
Quicken, Microsoft Money, Windows 7, Windows XP, Windows NT, Microsoft Windows 98, Windows 95, Apple OS, DOS, Ten Key, Microsoft Office, Microsoft Excel, Microsoft Word, Client Billing, Personal Income Tax..., Account Management, Account Reconciliation, Financial Accounting, Applied Behavior..., XP, Behavioral Health, Motivational..., Conflict Resolution, Post Traumatic Stress, Behavior Modification, Group Therapy, Treatment, Developmental..., Crisis Intervention, Interventions, Anger Management, Social Services, Mental Health Counseling, Mental Health, Case Managment, Play Therapy, Clinical Supervision, Adolescents, Dual Diagnosis, Team Leadership
Education
Whitworth University-Adult Degree Programs 2013 — 2015
Bachelor's Degree, Organizational Managment
Spokane Falls Community College 1997 — 2001
Associate of Arts (AA), General Studies
Deer Park High School 1995 — 1999
Doll Distributing, LLC May 2008 - Present
Marsh & McLennan Companies, Inc. January 2008 - May 2008
RGIS December 2006 - December 2007
Wells Fargo March 2004 - December 2006
Principal Financial Group December 1997 - July 2003
Skills
PowerPoint, Customer Service, Microsoft Office, Outlook, Retail, Microsoft Word, Microsoft Excel, Time Management, Inventory Management, Team Building, Marketing, Research, Social Media, Human Resources, Training, Management, HRIS, Compensation, Workers Compensation, FMLA, OSHA, Employee Benefits, Benefits Administration, ADP Payroll, Paycom, Oracle, Talent Management, Metrics, Human Capital Management, Interviews, New Hire Orientations, Recruiting, Temporary Placement, Policy, Hiring, Coaching, Strategic Planning
Education
Central Iowa Society Human Resource Management 2015 — 2016
SHRM-CP, HR Certified Profession
Walden University 2014 — 2016
Master of Science (M.S.), Integrating Functional And Strategic Human Resource Management Specialization - M.S. in HRM, 4.0
Grand View College 1998 — 2005
BACHELORS, Business Administration and Management, General
AIB College of Business 1995 — 1997
Certification, General Office Occupations and Clerical Services
Principal Financial Group November 2014 - Present
Equifax Workforce Solutions June 2013 - November 2014
Equifax Workforce Solutions January 2013 - June 2013
Aerotek May 2012 - January 2013
BeautiControl March 2012 - January 2013
Totally You Salon March 2011 - May 2012
JCPenney August 2010 - March 2011
Hands and Tans Salon March 2006 - June 2009
Skills
Customer Service, Event Planning
Education
Friends University 2012 — 2013
Bachelor of Business Administration (BBA), Business Administration and Management, General
Kansas State University 2009 — 2012
Business Administration and Management, General
Allen County Community College 2007 — 2009
Principal Real Estate Investors July 2013 - Present
Principal Financial Group July 2010 - July 2013
John Deere December 2008 - July 2010
RJ Lawn Service January 2008 - January 2009
Skills
Risk Management, Microsoft Excel, Budgets, Process Improvement, Sales
Education
AIB College of Business 2005 — 2008
Bachelor's degree, Business Administration
Veterans Disability Alliance June 2015 - Present
Big Brothers Big Sisters of Central New Mexico August 2011 - May 2015
Principal Financial Group August 2008 - November 2010
California Law Enforcement's Wish Upon A Star 2006 - 2008
Double Eagle Marketing & Development Company 2000 - 2002
ProMotive Management 1998 - 2000
Diamante Music Group 1994 - 1998
Skills
Fundraising, Event Planning, Event Management, Non-profits, Volunteer Management, Public Relations, Marketing Communications, Social Media, Public Speaking, Social Media Marketing, Volunteer Recruiting, Community Outreach, Customer Service, Budgets, Microsoft Office, Insurance, Office Management, Staff Management, Marketing, Outlook, Program Development, Newsletters, Team Building, Community Development, Press Releases, Trade Shows, Blogging, Editing, Meeting Planning, Corporate Events, Creative Writing, Copywriting, Administrative..., Management, Nonprofits, Time Management, Administration, Policy, Sales, Non-profit..., Publicity, PowerPoint, Committees, Corporate Communications, Donations, Marketing Event Planning, Special Events..., Cause Marketing, Advertising, Donor Solicitation
Education
American River College
Trinity Christian High School
Anthem, Inc. August 2014 - Present
Anthem, Inc. February 2012 - August 2014
Anthem, Inc. August 2010 - February 2012
Anthem, Inc. June 2005 - August 2010
Anthem, Inc. December 2003 - June 2005
Anthem, Inc. December 2002 - December 2003
Marsh & McLennan Companies, Inc. August 2000 - November 2002
Marsh & McLennan Companies, Inc. August 1999 - August 2000
Hampton Inn May 1997 - April 1999
Principal Financial Group June 1992 - May 1997
Skills
Six Sigma, SharePoint, Microsoft Office, Process Improvement, Visio, Access, MS Project, Business Analysis, SDLC, Excel, Word, Problem Solving, PowerPoint, Documentation, Requirements Analysis, Customer Service, Requirements Gathering, Business Process..., Quality Assurance, Software Documentation, Management, PMP, Analysis, Business Process, Project Planning, Microsoft Excel
Education
University of Colorado at Denver 2006 — 2006
Business Systems Analysis Certification
AIB College of Business 2002 — 2002
AS/400 Operations Course
Genesis Group, LLC 2002 — 2002
Six Sigma Black Belt Certification
Abraham Lincoln High School 1989 — 1993
Diploma, General
Principal Financial Group January 2008 - September 2014
Wells Fargo May 2007 - January 2008
Verizon December 2000 - December 2006
Skills
Customer Service, Public Speaking, Insurance, Microsoft Office, PowerPoint, Employee Benefits, Team Building, Coaching, Process Improvement, Management, Training
Education
Grand View College 2012 — 2013
Certificate, Human Resource Management
William Penn University 2004 — 2007
Bachelor of Arts (B.A.), Business
AIB College of Business 1998 — 2000
Associate of Arts (A.A.), Travel and Tourism
Grinnell High School
Mercer June 2013 - Present
Mercer (FKA Marsh US Consumer) October 2010 - June 2013
Principal Financial Group December 2007 - October 2010
Principal Financial Group March 2004 - December 2007
Principal Financial Group June 2002 - March 2004
Principal Financial Group March 1999 - June 2002
Principal Financial Group September 1997 - March 1999
Olsten Staffing Services November 1995 - September 1997
Skills
Medical Insurance, Group Health Insurance, Team Leadership, Life and Health..., Insurance, Life Insurance, Underwriting, Employee Benefits, Customer Retention, Sales Management, Team Building, General Insurance, Teamwork, Project Management, Microsoft Project, Account Management, Process Improvement, Voluntary Employee..., Carrier Relationships, Renewal Retention, Disability Insurance, Dental Insurance, Vision Insurance, Prescription Drugs, Process Efficiency, Project Coordination, Health Insurance
Education
Graceland College 1998 — 2000
Bachelor of Arts, Business Administration
AIB College of Business 1989 — 1991
Associate of Business Degree, Executive Secretarial and Business Administration
Principal Financial Group March 1999 - Present
McClatchy Insurance Agency December 2011 - March 2013
New York Life Insurance Company March 1996 - December 1998
Skills
Retirement Planning, Investments, Retirement, Long Term Care Insurance, Annuities (variable and..., Asset Allocation, Business Contiuation..., Business Overhead..., Buy/Sell Agreements, Charitable Giving, College Funding..., Deferred Compensation..., Dental Insurance, Disability Income..., Estate Planning, Executive Benefits..., Financial Needs Analysis, Income Protection, IRAs (Traditional &..., 401 (k), 403 (b), SEP &..., Key Person Insurance, Mutual Funds, Pension Plans, Salary Continuation, Split Dollar Plans, Supplemental Retirement..., Survivor Income, Tax-Deferred Savings, Term Life Insurance, Universal Life Insurance, Wellness Programs, Wealth Accumulation
Education
American River College 1990 — 1992
Galt High School 1983 — 1987
Starz Entertainment Project ManagerProKarma working for Kaiser PermanenteMay 2014 - Present
The TriZetto Corporation July 2000 - May 2014
Principal Financial Group December 1989 - July 2000
Skills
PMP, ITIL v3 Foundations..., Healthcare Information..., Software Project..., Testing, Insurance Software, PMO
Education
Colorado Christian University 2010 — 2011
N/A, Applied Psychology
AIB College of Business 1997 — 1999
N/A, Computer Science
Retired February 2012 - Present
Principal Financial Group March 2008 - February 2012
Principal Financial Group May 2000 - March 2008
ITS SHAZAM July 1990 - May 2000
Smith, Schneider, Stiles, Mumford, Schrage and Zurich, PC 1987 - 1990
Hawkeye Banks 1980 - 1987
Skills
Strategic Planning, Process Improvement, Business Analysis, Risk Management, Team Building, Customer Service, Public Speaking, Vendor Management, Coaching, Banking, Budgets, Marketing, Leadership, Project Management, Negotiation, Business Process, Management, Change Management, Training
Education
Albion College 1973 — 1977
Transferred, Economics and Psycology
Drake University 1973 — 1977
BA, Economics and Marketing
Deerfield HS 1969 — 1973
Diploma
Willard Garage llc January 2008 - Present
Principal Financial Group July 2001 - October 2014
Meredith March 1998 - July 2001
Elliott Aviation 1996 - 1998
Skills
Aircraft Maintenance, Automotive Repair, Home Improvement, Maintenance Management, Business Aviation, Aviation Electronics, Aircraft Systems, General Aviation, Aircraft Engines, Cessna, Aircraft, Inspection, Planned Preventative..., Process Scheduler
Education
Cheyenne Aero Tech 1992 — 1993
FAA Airframe and Powerplant Mechanic Certificate, Aviation Maintenance Technician
Oak Hills Christian College 1985 — 1988
Associate of Arts (A.A.), Bible/Biblical Studies
Flight Safety International
Aircraft Specific Maintenance Training
Discover Financial Services 2015 - Present
Sears Holdings Corporation 2009 - 2015
Farmers Insurance Group 2006 - 2009
Tata Consultancy Services April 1998 - June 2006
ACNielsen 2004 - 2006
Principal Financial Group 2003 - 2004
Best Buy 1999 - 2003
Skills
SDLC, Requirements Analysis, PMP, Visio, Business Intelligence, Business Analysis, Software Project..., Project Management, Management, Data Warehousing, PMO, ITIL, Integration, Vendor Management, IT Service Management, Program Management, IT Strategy, Agile Methodologies, Requirements Gathering, MicroStrategy, Tableau, Teradata, Marketing Analytics, E-commerce, E-business
Education
Jawaharlal Nehru Technological University 1992 — 1993
M.Tech
Andhra University 1987 — 1991
B.E
Principal Financial Group January 2015 - Present
Principal Financial Group March 2014 - December 2014
Principal Financial Group April 2012 - March 2014
Principal Financial Group April 2008 - August 2012
Agencia de Publicidad Círculo Creativo Ltda May 2007 - May 2008
solucorp August 2006 - August 2007
Bakels Chile January 2005 - July 2006
HB Fuller November 2001 - December 2004
Arcor SAIC June 1997 - October 2001
Skills
Spanish, Business Strategy, Team Leadership, Business Planning, Marketing Strategy, Negotiation, New Business Development, English, Strategic Planning, Business Intelligence, Sales Management, Trade Marketing, Inteligencia empresarial, Plan de negocio, Gerencia de ventas, Liderazgo de equipos, Mercadotecnia, Administración y..., Estrategia de..., Estrategia, Planificación..., Negociación, Estrategia empresarial, Español, Liderazgo, Inglés
Education
Universidad Adolfo Ibáñez 2000 — 2001
MBA, Business Administration and Management, General
Universidad Gabriela Mistral 1990 — 1996
Ingeniero Comercial, Mención Administración
Mind Well Psychological Services, PC June 2010 - Present
United Stand Counseling Center/Archdiocesan Center for Inclusive Education June 2005 - July 2010
Hoover & Associates April 2009 - June 2010
Principal Financial Group 1993 - 1994
UnitedHealth Group 1987 - 1993
Skills
Mental Health, Psychoeducational..., Individual Counselling, Psychology, Child & Adolescent..., Couples Counseling, Family Therapy, Adlerian therapy, Adolescents, Therapists, Psychotherapy, Group Therapy, EMDR, CBT, Child Development, Clinical Psychology, Life Transitions, Mindfulness, Psychological Assessment, Psychological Testing, Stress, Young Adults
Education
Adler School of Professional Psychology 2002 — 2008
M.A. Counseling, Doctorate of Clinical Psychology
State University of New York College at Potsdam 1975 — 1979
B.A., Psychology
DeSales
Principal Financial Group June 2014 - August 2014
BDACI September 2012 - April 2013
Skills
Microsoft Office, Microsoft Excel, Leadership, Social Media, Research
Education
Amherst College 2013 — 2017
Northwood School 2009 — 2010
Roseman Covered Bridge Gift Shop July 2013 - Present
Principal Financial Group December 1987 - Present
Preferred Risk Insurance 1979 - 1987
Skills
Accounting, Insurance, Payroll, Microsoft Office, Customer Service, Team Building, Leadership, Team Leadership, Microsoft Excel, Training, Business Analysis, Employee Benefits, Life Insurance, Policy, Microsoft Word, Management, Process Improvement, Sales, Strategic Planning
Education
AIB College of Business 1981 — 1982
Accounting, Accounting and Computer Programing
Merced High School 1964 — 1967
Graduated, Bookkeeping
Guild Mortgage Company NMLS # 3274 June 2012 - Present
Network Funding, LP July 2011 - June 2012
Bank of San Angelo August 2004 - July 2011
Home Loan Corporation February 2003 - July 2004
Principal Financial Group October 2001 - January 2003
Wells Fargo Home Mortgage January 1998 - August 2001
Coldwell Banker May 1991 - July 1998
Skills
FHA VA and Conventional..., Mortgage Banking, Loans, Sales Management, Real Estate, USDA, Refinance, Home Equity Loans, Loan Origination, VA loans, Sales, Mortgage Lending, FHA, Team Building, FHA financing, Residential Mortgages, Customer Service, Construction Loans, Mortgage Underwriting, Credit, Reverse Mortgages, Government Loans, First Time Home Buyers, Real Estate Financing, Certified Mortgage..., Investment Properties, Rates, HUD, Real Estate Economics, Mortgage Marketing, Commercial Mortgages, FHA Financing, Underwriting, VA Loans, Referrals, Credit Analysis, REO, Commercial Lending, Residential Homes, Single Family Homes, Sellers
Education
Angelo State University 1986 — 1989
Bachelor of Business Administration (BBA), Finance, Real Estate
Yale New Haven Health System April 2015 - Present
Yale New Haven Health System October 2012 - April 2015
Yale New Haven Health System April 2011 - October 2012
Yale New Haven Health System January 2008 - April 2011
Principal Financial Group March 2007 - January 2008
PPI Benefit Solutions June 2002 - March 2007
Skills
Tableau, Visual Studio, Business Objects, Crystal Reports, Microsoft SQL Server, T-SQL, T-SQL Stored Procedures, Healthcare, Process Improvement, Process Management
Education
Albertus Magnus College 2013 — 2017
Master of Business Administration (MBA)
Albertus Magnus College 1993 — 1998
Bachelor's degree, Management of Information Systems
MassMutual Financial Group April 2010 - Present
OneAmerica January 2006 - April 2010
Principal Financial Group January 2002 - December 2005
Skills
Networking, Retirement Planning, 401k, Retirement, Series 63, 403 b, Mutual Funds, Series 7, Defined Benefit, Series 6, Strategic Financial..., Series 65, FINRA, Asset Allocation, Securities, Wealth Management, ETFs, Investments, Investment Advisory, Alternative Investments, Financial Planning
Education
Allegheny College
Bachelor of Science (BS), Economics and Psychology
Wilton High School
Valley Church October 2012 - Present
Principal Financial Group June 2000 - April 2012
Skills
Health Insurance, Interpreter, Customer Service, Phone Skills, Case Management, Outlook, Word, PowerPoint, Excel, Prenatal Program, Computer Program, Telephone Skills, Microsoft Excel, Microsoft Word, Nonprofits, Volunteer Management, Leadership Development, Event Planning
Education
埼玉大学 / Saitama University 1987 — 1989
Bachelor of Arts (B.A.), Social Psychology
Tokyo Woman's Christian University Junior College 1985 — 1987
Associate's degree, English
R&R Realty Group January 2015 - Present
R&R Realty Group 2012 - December 2014
R&R Realty April 2008 - March 2012
Principal Financial Group 2005 - 2007
Time Inc. 1998 - 2005
Leo Burnett 1995 - 1998
Skills
Marketing, Business Development, Sales, Budgets, Management, Advertising, Real Estate, Strategic Planning, Social Media, Social Media Marketing, Recruiting, Asset Managment, Location Intelligence, Sales Operations, Public Speaking, Leadership, Training, Asset Management, Lease Negotiations, Negotiation, Marketing Strategy, Investments, Commercial Real Estate, Contract Negotiation
Education
Amherst College 1991 — 1995
BA, American Studies, including Honors Thesis, Magna Cum Laude
GDMLI
Principal Financial Group December 2004 - Present
QuikTrip November 2002 - December 2004
Skills
Investments, Series 6, Series 7, Series 63, Sales, Customer Service, FINRA, Fixed Annuities, Mutual Funds, Variable Annuities, Life Insurance, Wealth Management
Education
AIB College of Business 2000 — 2003
Associate's degree, Business Management
East High School 1994 — 1998
Principal Financial Group February 2015 - Present
Principal Financial Group January 2012 - February 2015
Mid American Financial Group - a MetLife Company June 2011 - January 2012
Iowa State University August 2007 - May 2011
Skills
Retirement, Strategic Financial..., Spanish-speaking, Investments, Wealth Management, Series 6, 401k, Series 63, Group Insurance, Dental Insurance, Vision Insurance, Life Insurance, Microsoft Office, Employee Benefits, Insurance, Customer Service
Education
Iowa State University 2006 — 2011
B.S., B.A., B.A., Finance, Spanish, Art & Design
Universidad Internacional 2008 — 2008
Spanish Language Study Abroad, Spanish
Universitat Internacional Valenciana 2007 — 2007
Spanish Language Study Abroad, Spanish
The KNW Group August 2014 - Present
Associated Financial Group January 2013 - August 2014
Univita Health Inc 1999 - 2011
PreferredOne September 1996 - April 1999
Principal Financial Group 1984 - September 1996
Education
Anoka Ramsey Community College
Anoka Technical College
Medical Office Assistant
Metropolitan State University
Principal Financial Group January 2014 - Present
Principal Financial Group October 1982 - Present
Skills
Insurance, Employee Benefits, Business Analysis, Process Improvement, Business Requirements, Resource Management, SharePoint, Change Management, Requirements Gathering, Business Process..., Claim, Risk Management, Health Insurance, Operational Excellence, Operations Management, Business Process, Budget Process, Executive Reporting, Project Management, Requirements Analysis, Quality Assurance, Analysis, Team Building, Business Planning, Project Planning, Management Consulting, Strategy
Education
AIB College of Business 1982 — 1983
Britt High School
CenturyLink March 2011 - Present
Qwest November 2006 - April 2011
Qwest February 2003 - November 2006
The St. Paul October 1998 - March 2000
Principal Financial Group July 1996 - October 1998
Rothwell Systems Incorporated January 1996 - July 1996
Pennar InfoTech India Ltd July 1995 - January 1996
SN Sofsys India 1994 - 1995
Skills
Java Enterprise Edition, Oracle, SQL, SQL Tu, Weblogic, Weblogic Administration, Weblogic Performance..., PL/SQL, Hibernate, Eclipse RCP, GWT, Struts, Quartz Scheduler, Smalltalk, Tomcat, TIBCO Rendezvous, Apache Http, Ant, Windows Mobile Devices, HTML 5, Mobile Web Design, Web Application Design, Web Interface Design, Interactive Web, Click 2 Chat, Windows Scripting, XML, Software Development, Software Documentation, Software Design, Enterprise Architecture, Agile Methodologies, Integration, SDLC, Telecommunications, Requirements Analysis, Unix, Software Project..., Spring, WebLogic, Apache
Education
Andhra University 1992 — 1994
Master's Degree, Computer Science & Technology
Jawaharlal Nehru Technological University 1987 — 1991
Bachelor's Degree, Civil Engineering
Principal Financial Group March 2015 - Present
Heartland Coalition 2001 - Present
LMI of San Diego May 2000 - Present
Thoryk Architecture 2007 - 2009
San Diego-Imperial Counties Labor Council February 2001 - January 2007
Grossmont-Cuyamaca Community College District April 1999 - May 2001
Grossmont Union High School District September 1970 - April 1998
Skills
Leadership Development, Leadership, Business Strategy, Team Building, Management, Sustainability, Strategic Planning, Public Speaking, Entrepreneurship, Marketing Strategy, Management Consulting, Non-profits, New Business Development, Start-ups, Social Media, Public Relations, Fundraising, Business Development, Coaching, Project Management, Event Management, Small Business, Nonprofits, Research, Venture Capital, Consulting, Strategy, Training, Negotiation, Organizational..., Strategic Partnerships, Change Management, Executive Coaching, Contract Negotiation, Sales, Marketing, Thought Leadership, Program Management
Education
Claremont Graduate School 1988 — 1992
Ph.D., Corporate Training & Finance
University of California, San Diego 1980 — 1984
MA, Literature
Alliant International University-San Diego Scripps Ranch 1969 — 1971
MA, Leadership & Human Behavior
Luther College 1962 — 1966
BA, History
Wells Fargo Advisors, LLC January 2014 - Present
Marsh & McLennan Companies, Inc. 2009 - 2011
American Equity July 2005 - September 2007
Principal Financial Group May 2003 - May 2005
Principal Financial Group January 1998 - May 2003
Skills
Insurance, Customer Service, Microsoft Excel, Outlook, Access, Sales, Loans, Retirement
Education
AIB College of Business 1999 — 2003
Associate of Arts (AA), Business, Management, Marketing, and Related Support Services, 3.0
Des Moines Area Community College 1991 — 1995
Associate of Arts and Sciences (AAS), Consumer Merchandising/Retailing Management, 3.0
GEICO February 2013 - Present
Kohl's Department Stores September 2012 - February 2013
Principal Financial Group 2010 - 2012
Gap Inc. December 2007 - December 2008
Infosys 2006 - 2008
IKON Office Solutions January 2007 - December 2007
Skills
Struts, JUnit, Ant, JMS, Hibernate, Spring, Java Enterprise Edition, JSP, Servlets, Maven, Tomcat, JPA, HTML, jQuery, jQuery Mobile, jQuery UI, AJAX, JSON, Web Services, PHP, Oracle PL/SQL..., MVC Architecture, CSS3, Responsive Design, JSF 2, Java, JBoss Application Server, JDBC, Weblogic, XSLT, Spring Framework
Education
The University of Texas at Tyler
Master's degree, Computer Science, 3.9/4.0
Anna University
Bachelor of Engineering (BEng), Electronics and Communications Engineering
JLL March 2013 - Present
Principal Financial Group 1992 - 2012
Terrus Real Estate Group January 2000 - October 2011
Skills
Access, Servers, Project Management, Microsoft Excel, Microsoft Office, Budgets, Microsoft Word, Team Building, Strategic Planning, Financial Analysis, Financial Modeling, AutoCAD, Vendor Management, Analysis, VMware, Management, Active Directory, Team Leadership, Windows XP, Windows Server, Contract Management, Contract Negotiation, Negotiation
Education
AIB College of Business 1993 — 1999
Associate's degree, Office Technology
Dexfield High School 1976 — 1978
High School Diploma, General Office Occupations and Clerical Services
Lifetime Journeys November 2011 - Present
Principal Financial Group January 1990 - Present
Education
AIB College of Business
Office of Naval Research August 2012 - Present
Businessolver, Inc June 2008 - January 2011
Principal Financial Group January 2008 - June 2008
U.S. ARMY June 2002 - February 2008
City of Creston June 1999 - August 2001
Skills
Leadership, Government, DoD, Program Management, Military, Team Leadership, Training, Leadership Development, Policy, Army, Defense, Government Contracting, Military Experience, Team Building, Microsoft Office, Command, Management, Military Operations, Customer Service, Security Clearance, Sales, Critical Thinking, Contract Negotiation, Networking, price analysis, IT contract negotiation, Acquisitions, Government Procurement, PRIZM, RFP, RFQ Development
Education
Grantham University 2012 — 2015
Master of Business Administration (M.B.A.), Accounting and Business/Management
AIB College of Business 2011 — 2012
B.S., Business Administration
AIB College of Business 2008 — 2011
A.A.S., Business Administration - Leadership
U.S. Army Infantry School 2002 — 2002
Honor Graduate, Infantry School, U.S. Army Airborne School
Creston High School 1998 — 2002
EMC Insurance Companies January 2004 - May 2011
Principal Financial Group 2001 - 2002
Seneca Companies, Inc 2000 - 2002
Principal Financial Group 1999 - 2000
Principal Financial Group 1998 - 1999
Skills
CISSP, Windows Server, Linux, Network Security, Computer Security, Physical Security, Laptops, Desktop Computers, Security+, Wireless Networking, Wireshark, SIM, IPS, Proxy, Data Collection, Report Writing, Thinking Outside The Box, Sees the Big Picture, Enjoy Challenges, Professional Experience, Business Process..., Information Technology, Technical Writing, Certified Novell..., VMware
Education
AIB College of Business 2000 — 2002
Completed, Microsoft Certification Courses
University of Northern Iowa 1993 — 1994
MillerCoors December 2011 - Present
Kraft Foods August 2008 - November 2011
Kraft Foods July 2006 - July 2008
Kraft Foods May 2005 - June 2006
Kraft Foods March 2004 - April 2005
Kraft Foods February 2003 - February 2004
Kraft Foods January 2001 - January 2003
Nabisco July 1999 - December 2000
Principal Financial Group August 1994 - July 1999
Skills
IT Management, Cross-functional Team..., Vendor Management, IT Strategy, Project Management, SDLC, Outsourcing, Management, ITIL, Team Leadership, Strategy, Project Planning, Cloud Computing, Data Center, IT Service Management, Leadership, Enterprise Software, Analysis, Business Planning, Team Building, Networking, Strategic Planning, Virtualization, Business Intelligence, Training, Business Process, Information Technology, Business Process..., ERP, Integration, Project Portfolio..., Process Improvement, Business Analysis, PMO, CRM, PMP, Budgets, Change Management, Governance, Program Management, Business Transformation, Enterprise Architecture, Infrastructure, SAP, Management Consulting
Education
1st Air Force Brigade, ENET Nº1 "El Palomar" 1985 — 2010
Technician, Electronic and Computer Sciences
Universidad de Ciencias Empresariales y Sociales - UCES 2001 — 2002
MBA, Master in Business Administration and Strategic Marketing
Universidad de Morón 1995 — 1996
Bachelor, Computer Sciences (BS)
Universidad de Morón 1991 — 1994
System Analyst, Computer Sciences
Bilingual: English - Spanish. Learning Portuguese.
CASABLANCA USA INT'L INC January 2015 - Present
YOR Health May 2013 - January 2015
Principal Financial Group April 2014 - December 2014
Margo Logistics & Co. SA de CV December 2013 - April 2014
Consorcio Industrial de Exportacion September 2002 - May 2013
Grupo Eduardo Diaz S.C. June 2000 - June 2002
Braniff Group September 1998 - June 2000
Grupo Logistics November 1994 - October 1997
welldex logistics (D.A.Hinojosa, S.C.) November 1988 - November 1994
Skills
Logistics, International Trade, Supply Chain, International Logistics, Export, Supply Chain Management, Customs Regulations, Transportation, Logistics Management, Customer Experience, Warehousing, Import, Negotiation, Customer Service, Brokers, Maritime Operations, Carrier Services, Logística, Cadena de suministro, Logística internacional, Administración logística, Strategic Planning, Comercio internacional, Importaciones, Aduanas, Transporte, Exportaciones, Planificación..., Servicio de atención al..., Business Strategy, Administración de la..., Negociación
Education
Centro de Estudios Universitarios Monterrey 2000 — 2003
LAE
Instituto Tecnológico de La Laguna 1980 — 1983
preparatoria, certificado
AEA 267 (Area Education Agency) August 2012 - Present
Principal Financial Group January 2006 - August 2012
United Stated Postal Service July 1988 - February 2003
Skills
Microsoft Office, Microsoft Word, PowerPoint, Customer Service, Access, Public Speaking, Data Entry, Human Resources, Research, Event Planning, Employee Relations, Staff Development, Coaching, Team Building, Microsoft Excel, QuickBooks, Account Reconciliation, Sports, Quilting
Education
AIB College of Business 2004 — 2006
Associate of Arts (AA), Accounting and Business/Management
North Iowa Area Community College 1981 — 1982
Associate of Arts (AA), Medical/Clinical Assistant
Travelers August 2014 - Present
Principal Financial Group August 2013 - September 2014
PepsiCo - Pepsi Beverages Company September 2006 - August 2013
Education
California State University-Sacramento 2010 — 2013
Bachelor of Science (BS), Finance
American River College 2005 — 2008
Associate of Science (AS), Mathematics and Science
Raymond James 2003 - Present
Principal Financial Group 2001 - 2003
State Farm July 1997 - September 2001
Education
Albion College 1993 — 1997
Bachelor of Science (BS), Economics & Management
Wells Fargo Home Mortgage February 2014 - Present
IP Pathways October 2013 - February 2014
LightEdge Solutions March 2010 - September 2013
Wells Fargo Home Mortgage February 2009 - February 2010
Principal Financial Group December 2007 - December 2008
Skills
VMware ESX, Windows Server, Lync Server 2010, SCOM, Microsoft Exchange, Powershell, EMC Storage, Hosted Microsoft..., Exchange 2010/2007/2003, Blackberry Enterprise..., OCS 2007, HP Server Hardware, IBM Servers, Dell PowerEdge Servers, Server 2000-2008, Postini, MCITP, Team Leadership, MCSA, 3D Printing, 3D Modeling, Arduino, IBM iSeries, RSA SecurID, Cisco UCS, VMware
Education
AIB College of Business 2001 — 2003
Associate's degree, Information Technology
MBT Bank June 2009 - Present
Lake Mills and Mason City Schools June 2004 - June 2009
Drake University January 2002 - December 2003
Principal Financial Group 2001 - 2002
US District Court for the Southern District of Iowa August 1998 - February 2001
Skills
Investments, Loans, Financial Analysis, Commercial Lending, Portfolio Management, Finance, Banking, Commercial Banking, Credit, Credit Analysis, Real Estate, Investment Properties, Financial Structuring, Small Business Lending, Construction Loans, Refinance, SBA, Business Development, USDA, Lines Of Credit, Commercial Real Estate, Strategic Financial..., Credit Risk, Financial Risk, Real Estate Financing, Team Building, Leadership
Education
Graduate School of Banking at the University of Wisconsin - Madison 2014 — 2016
Iowa School of Banking 2012 — 2013
Iowa Bankers Commercial Lending School 2010 — 2010
Top 10%
Drake University 2002 — 2004
Master in the Art of Teaching, Mathematics, 4.0
Central College 1994 — 1998
BA, Psychology, Minor in Mathematics, 3.5 / 4.0
Grand View University August 2003 - Present
Principal Financial Group January 2001 - August 2005
University of WIsconsin Eau Claire December 1999 - July 2001
Skills
Market Research, Due Diligence, Market Intelligence, Data Analysis, Public Speaking, Research, Economics, Microsoft Office, Microsoft Excel, PowerPoint, Strategic Planning, Analysis, Social Media, Quantitative Analytics, Project Management
Education
University of Wisconsin-Eau Claire 1999 — 2000
MBA, Finance and Research
Saint Petersburg State University 1995 — 1999
MA, Economics
Grand View College 1996 — 1997
BA, Business Administration
Северо-Западная Академия Государственной Службы 1993 — 1995
BA of Public Management, State and federal management
Strategic Alliance March 2009 - Present
Waddell & Reed April 2005 - January 2008
The MONY Group May 2000 - February 2005
Principal Financial Group September 1995 - April 2000
Skills
Wealth Management, Investments, Personal Finance, Portfolio Management, Securities, Retirement Planning, Strategic Financial..., Investment Advisory, Mutual Funds, Insurance, Series 63, Series 7, Estate Planning, Retirement, Financial Advisory, Financial Planning
Education
University of California, Los Angeles 1987 — 1991
MA, Dance Ethnology
Gakushuin University 1982 — 1984
J.D., Law
Principal Financial Group November 1986 - Present
Vicom Telecommunications 1982 - 1986
Skills
Retirement, Financial Planning, Investments, Insurance, Employee Benefits, Health Insurance, Retirement Planning, Succession Planning, Financial Analysis, Strategic Financial...
Education
University of Minnesota-Twin Cities 1979 — 1982
Business
Anoka Ramsey Community College 1977 — 1979
AA
Wayzata H.S.
ARAG North America January 2012 - Present
AIB College of Business January 2010 - January 2012
Principal Financial Group January 2008 - January 2010
Skills
Insurance, Employee Benefits, Event Planning, Team Building, Customer Service, Public Speaking, Microsoft Office, Recruiting, Microsoft Excel, PowerPoint, Benefits Administration, Management, Marketing, Process Improvement, Student Affairs, Training
Education
AIB College of Business 2009 — 2010
Bachelor of Science, Business Administration
AIB College of Business 2007 — 2009
Associates of Science, Office Administration
SageView Advisory Group May 2015 - Present
Mercer August 2012 - May 2015
Merrill Lynch February 2012 - August 2012
MassMutual Financial Group April 2010 - July 2011
Principal Financial Group May 2003 - April 2010
AXA Advisors, LLC March 2002 - May 2003
US Bank 2001 - 2002
Janus Capital Group 2000 - 2001
Skills
Business Planning, Account Management, New Business Development, Management, Leadership Development, Team Leadership, CRM, Leadership, Investments, Business Relationship..., Performance Management, Time Management, Strategy, Retirement Planning, Financial Services, 401k, Event Management, Retirement, Sales, Mergers & Acquisitions, Employee Benefits, Project Management, Insurance, FINRA, Consultative Selling, Project Execution, Situational Based Sales, Recruitment/Retention, CO Life/Health Licensed, FINRA Series 7, 6, 63,..., Executive Benefit...
Education
Adams State College 1986 — 1989
Interdisciplinary Studies with an emphasis in Finance and Creative Advertising
McGladrey October 2014 - Present
Service Corporation International May 2014 - August 2014
Albion College February 2012 - May 2014
Albion College August 2010 - May 2014
Internal Revenue Service January 2012 - April 2014
Grant Thornton LLP February 2013 - April 2013
Principal Financial Group May 2012 - August 2012
Skills
Accounting, Financial Accounting, Financial Reporting, Income Tax, Tax Accounting, Corporate Tax, Partnership Taxation, State Tax, International Tax, Personal Income Tax..., Tax Research, Microsoft Office, GoSystems, ProSystem fx Tax, Payroll Taxes, Trust Taxation, Gift Tax
Education
Albion College 2009 — 2014
Bachelor's Degree, Accounting, 3.55/4.00
School Lyceum # 20 1996 — 2007
High school diploma, International Economics, 3.98/4.00
Iowa Family Farms 2015 - Present
Principal Financial Group 2013 - 2015
Skills
Finance, Microsoft Office
Education
AIB College of Business 2010 — 2013
Bachelor's degree, Accounting
Lorona Mead, PLC April 2014 - Present
Lorona Mead, PLC May 2012 - April 2014
Phoenix School of Law August 2010 - May 2013
Arizona Attorney General's Office January 2012 - April 2012
Britt & Sparks Law Firm April 2010 - August 2010
Principal Financial Group January 2008 - December 2009
Chase Home Finance January 2003 - January 2008
Skills
Westlaw, Legal Writing, Legal Research, Mediation, Insurance, Public Speaking, PowerPoint, Customer Service, Microsoft Office, Trials, Legal Issues, Hearings, Research, Courts, Lexis, Litigation, Civil Litigation
Education
Adams State University 1999 — 2002
Business, Marketing & Management
alhambra 1992 — 1996
Phoenix School of Law
Toyota Financial Services August 2015 - Present
Toyota Financial Services October 1997 - August 2015
Principal Financial Group 1992 - 1997
Blue Cross Blue Shield of Iowa 1990 - 1992
Skills
Process Improvement, Finance, Portfolio Management, Business Analysis, Change Management, Microsoft Excel, Lotus Notes, Customer Service, Customer Satisfaction, Coaching, Team Leadership, Customer Retention, Performance Management, Team Building, Microsoft Office, Management, Leadership, Call Centers, Business Process..., Cross-functional Team..., Financial Services, Program Management
Education
Upper Iowa University 1992 — 2011
Bachlor of Science, Business Administration
AIB College of Business
General Business, Business Administration and Management, General
Principal Financial Group June 2013 - Present
Principal Financial Group January 2008 - June 2013
Wells Fargo October 2006 - January 2008
Wells Fargo March 2006 - October 2006
Ameriprise Financial Services, Inc. April 2005 - December 2005
Skills
Customer Service, Investments, Mutual Funds, Brokerage, Finance, Business, Management, Microsoft Office, Microsoft Excel, Microsoft Word, Motivated self-starter, Presentation Skills
Education
Graceland University 2004 — 2006
Bachelor's degree, Business Administration and Management, General, 3.8 GPA
AIB College of Business 2000 — 2002
Associate's degree, Business Administration and Management, General, 3.92 GPA
International Monetary Fund November 2014 - Present
International Monetary Fund 2003 - Present
Central Bank of Nigeria 1998 - 2003
The World Bank 1997 - 1998
IRIS Center, University of Maryland at College Park 1996 - 1997
Principal Financial Group 1995 - 1996
Skills
Macroeconomics, Monetary Policy, Economic Research, Econometrics, Economics, Development Economics, Economic Policy, International Economics, Emerging Markets, Policy Analysis, International..., Stata, International Finance, Public Policy, Monetary Economics, Economic Development, Quantitative Analytics, Public Finance
Education
American University 1992 — 1998
PhD, Economics
University of Lagos
University of Lagos
University of Lagos
Principal Financial Group August 2012 - Present
Securities America, Inc. Member FINRA/SIPC February 2006 - August 2012
1717 Capital Managment June 2004 - February 2006
Prudential Financial July 2002 - June 2004
Sears, Roebuck and Co. 2000 - 2002
Skills
401k, Fixed Annuities, Mutual Funds, Retirement, Retirement Planning, Life Insurance, Pensions, Series 63, Finance, Series 6, Series 65, Series 7, Life and Health..., Insurance, Investments, Financial Services, Asset Allocation, IRAs, Variable Annuities, Long-term Care
Education
AIB College of Business 1996 — 1998
Associate of Arts (A.A.), Business Administration and Financial Services
Principal Financial Group December 2011 - Present
Primerica December 2007 - December 2011
Tom Green County Sheriff's Department August 1996 - July 2003
Skills
Retirement Planning, Series 63, Fixed Annuities, 401k, Retirement, Term Life Insurance, Investments, Mutual Funds, Insurance, Series 6, 401 (k), 403 (b), SEP &..., Strategic Financial..., Annuities (Fixed &..., College Funding..., Wealth Accumulation, Pension Plans, Financial Needs Analysis, Tax-Deferred Savings, Roth IRA, Charitable Giving, Securities, Buy-Sell Agreements, Buy-Sell Reviews, Income Protection, Executive Business..., Estate Planning, Asset Allocation, Salary Continuation, Long Term Care Insurance, IRA's (Traditional &...
Education
Angelo State University 2005 — 2006
Bachelor of Science (BS), Criminal Justice
AGIA August 2014 - March 2015
AGIA 2014 - 2015
Banner Health 2013 - 2014
UnitedHealth Group April 2009 - May 2012
DESERT STATE APPRAISING April 2005 - October 2005
Cathedral Christian Academy March 2004 - April 2005
Principal Financial Group May 2002 - February 2004
Discover October 2001 - May 2002
Skills
Training, HIPAA, Administration, Employee Benefits, Invoicing, Documentation, Healthcare, Customer Service, Marketing, Insurance
Education
42
Farm Bureau Financial Services April 2013 - Present
Insurance April 2007 - April 2013
Principal Financial Group 1999 - 2005
Preferred Risk Insurance 1998 - 1999
AXA Equitable 1987 - 1998
Skills
Microsoft Office, Life Insurance, Underwriting, Microsoft Excel, Customer Service
Education
Upper Iowa University
Business Management, Bachelors Degree
AIB College of Business 1985 — 1987
Business Administration, Associates Degree
Adel-DeSoto, Adel Ia
Deaf Services Unlimited April 2013 - Present
Iowa Sports Connection January 2012 - August 2012
Citadel Broadcasting/Cumulus Media November 2008 - January 2012
Principal Financial Group March 2007 - February 2008
Skills
Advertising, Online Advertising, SEO, Copywriting, Customer Service, Customer Retention, Direct Sales, Sales Presentations, Marketing Communications, Community Outreach, Communication, Corporate Communications, Accounts Receivable, Financial Reporting, Office Administration, Digital Marketing, Digital Media, Public Speaking, Public Relations, Event Planning, Event Management, Events, Client Presentation, Radio Broadcasting, Radio Advertising, Radio Promotions, Qualifying Prospects, Sales Prospecting, Media Relations, Sales, Management, Time Management, Entrepreneurship, Budgets, Advertising Sales, Cold Calling
Education
AIB College of Business 2012 — 2015
Currently pursuing a Bachelor of Science Degree, Business Administration
Florida State University 2003 — 2006
English/Language Arts Teacher Education
Principal Financial Group May 2015 - August 2015
Principal Financial Group June 2014 - August 2014
CAIR-Chicago January 2014 - May 2014
WorldChicago October 2013 - December 2013
Glacier Park, Inc. June 2013 - September 2013
Des Moines Performing Arts March 2011 - June 2013
Skills
Public Speaking, Event Planning, Public Relations, Customer Service, Intercultural..., Social Media, Community Outreach, Research, Politics, Facebook, Creative Writing, Social Networking, Foreign Policy, PowerPoint, Microsoft Word, Microsoft Office, Microsoft Excel, Marketing
Education
American University in Dubai 2014 — 2015
Certificate, Middle Eastern Studies
DePaul University 2012 — 2016
Bachelor of Arts, International Studies (Business Concentration)
Humana May 2011 - Present
Principal Financial Group September 2010 - August 2011
International Soul Music Summit (ISMS) May 2010 - August 2010
Generation Mortgage Co. December 2009 - February 2010
Grant Thornton LLP August 2009 - December 2009
Celestial Catering & Events March 2005 - January 2008
American InterContinental University January 2004 - January 2005
Skills
Social Networking, Social Media Marketing, Marketing, Final Cut Pro, Online Marketing, Video Editing, Research, Video Production, Editing, Management, Proposal Writing, Event Planning, Data Entry, Videography, Clinical Data Management, Visio, Systems Analysis, Databases, MySQL, Multimedia, Community Outreach, Analytical Skills, Public Relations, Proposal Drafting, Analytical Abilities, Rich Media, Multimedia Project..., Branding Development, Measurement System..., Operating Systems, SQLite, IT Management, Microsoft SQL Server, Flexsim, Event Management, Advertising, Public Speaking
Education
Southern New Hampshire University 2013 — 2015
Master of Science (M.S.), Computer Information Systems
Georgia State University 2005 — 2008
B.A, Film/Video (Broadcast Communication) Minor in Speech Communication
Georgia State University 2005 — 2008
BBA, Computer Information Systems
American InterContinental University 2004 — 2005
B.F.A, Media Production
DDS Financial December 2012 - Present
The Perfect Plan January 2001 - Present
OneAmerica June 2010 - December 2012
Summit Counseling Center 2008 - December 2012
MassMutual Financial Group October 2004 - May 2010
MetLife Financial Services 1999 - 2005
Principal Financial Group 1995 - 1999
Skills
Retirement, 401k, Leadership, Public Speaking, Training, Sales, Series 7, Public Relations, Series 63, Retirement Planning, Mutual Funds, Pensions, Finance, Insurance, ERISA, Strategic Planning, Disability Insurance, Estate Planning, Employee Benefits, Life Insurance, Asset Allocation, Fixed Annuities, Defined Benefit, Management, Leadership Development, Executive Pay, Financial Advisory, Financial Services, Small Business, Strategic Financial..., Strategic Visionary, Alternative Investments, Asset Management, Brokers, Health Insurance, Financial Planners, Investment Advisory, Investments, Long-term Care, Manage client..., IRAs, Marketing, Securities, Series 6, Wealth Management, Term Life Insurance, Relationship Management, Benefits Administration, Financial Planning
Education
Walden University 2004 — 2007
ABD - PhD, International Finance and Behavioral Economics
American InterContinental University 2000 — 2001
, MBA, Global Technology Management, Int'l Business, Global Technology and International Business
Kennesaw State University - Michael J. Coles College of Business 1982 — 1987
BBA Econ/ Finance, Economics
Principal Financial Group May 2013 - Present
Principal Financial Group January 2005 - Present
Education
Abraham Lincoln High School 1992 — 1996
AIB College of Business
Auction.com January 2013 - Present
Apple April 2012 - January 2013
Quest Diagnostics August 2011 - April 2012
Principal Financial Group October 2010 - June 2011
Zensar Technologies January 2008 - October 2010
Infoeye PVT LTD. August 2007 - December 2007
Micro Infosys January 2003 - August 2004
Skills
Hibernate, Spring, Struts, JMS, JSF, JAXB, WSDL, Web Services, Sun Certified Java..., XML, XSD, DB2, Core Java, Servlets, DWR, jQuery, Oracle Coherence, Solr, HL7, Ext JS, MySQL, Oracle 9i, EJB, Java Enterprise Edition, Oracle, Tomcat, JDBC, Spring Framework
Education
University of Rajasthan
MCA, Computer Application
Makhanlal Chaturvedi Rashtriya Patrakarita Vishwavidhyalaya 2003 — 2004
Post Graduate Diploma in Computer Applications, Computer Software Engineering
Mohanlal Sukhadia University
Bachelor's degree, Computer Science
Wipro Consulting December 2014 - Present
Principal Financial Group November 2013 - November 2014
Accenture July 2008 - October 2013
CSC September 2005 - March 2008
EXL, NCOP, Aviva plc January 2004 - August 2005
CMC LTD April 2001 - December 2003
Skills
Business Analysis, Requirements Gathering, Requirements Analysis, Business Process, SDLC, Consulting, Business Process..., Oracle, Accounting, Oracle E-Business Suite, Team Management, Pre-sales
Education
Neville Wadia Institute Of Management Studies and Research 1998 — 2000
MCM, Information Technology
DAV College 1990 — 1993
BSc (Chemistry), PMC
St. Gabriels 1988 — 1990
Higher Secondary, PMC
WWA
High School, PMC
180 Freedom Group March 2010 - Present
Symmetry Financial Group March 2015 - Present
MSD, Inc. November 2012 - August 2013
Principal Financial Group March 2012 - November 2012
New England Financial January 2004 - November 2010
Mandarin Christian Church (now Christ's Church) September 2000 - September 2003
Skills
Public Speaking, Sales Presentations, Websites, Phone Skills, Financial Advisory, Internet Entrepreneur, PPC, Search Engine..., Team Building, SEO, Digital Marketing, Recruiting, Small Business, Online Marketing, Entrepreneurship, Sales, SEM, Social Media Marketing, Leadership, Marketing Strategy, Advertising, Coaching, Insurance, Social Media, Marketing, Employee Benefits, Telephone Skills, Time Management, Online Advertising, Email Marketing, Customer Service, New Business Development, Management, Integrated Marketing, Social Networking, Business Planning, Digital Media, Fixed Annuities, Mobile Marketing, Newsletters, Investments, Finance, Google Adwords, Lead Generation, Strategic Financial..., Web Marketing, Financial Planning
Education
Lincoln Christian Seminary 1987 — 1989
Masters Level Studies in Leadership Development
Mid-Atlantic Christian University 1982 — 1986
BA in Christian Ministry, Christian Ministry, 3.5
Principal Financial Group September 2000 - Present
Principal Financial Group June 1994 - September 2000
Skills
401k, Retirement, Insurance, Investments, Probate Law, Tax, Jewelry, Retail, Financial Services
Education
AIB College of Business
Bachelor of Science (BS), Business Administration, Legal Specialist
Allstate September 2015 - Present
Allstate Financial Services, LLC November 2013 - Present
Principal Financial Group December 2012 - August 2013
American Income Life September 1997 - September 2012
American Income Life April 2012 - August 2012
Skills
Term Life Insurance, Whole Life, Life Insurance, Insurance, Disability Insurance, Fixed Annuities, Variable Annuities, Variable Life, Universal Life, Mutual Funds, Retirement Savings, Asset Protection, Retention Programs
Education
Texas Tech University 1995 — 1997
Bachelor of Arts (BA), History
Angelo State University 1992 — 1995
DC Bilingual, Centronia August 2012 - Present
Howard Road Academy August 2010 - July 2012
Howard Road Academy August 2008 - July 2010
Best Western International, Frontier June 2007 - August 2007
Principal Financial Group May 2005 - August 2006
Skills
Curriculum Design, Teachers, Curriculum Development, Instructional Design, Teaching, Staff Development, Grant Writing, Volunteer Management, Program Development, Community Outreach, Public Speaking, Non-profits, Higher Education, Research, Data Analysis, Tutoring, Teacher Training, Program Evaluation, Educational Leadership, Community Development, Editing, Literacy, Educational Technology, Lesson Planning, Qualitative Research, Classroom
Education
American University 2008 — 2010
Masters of Arts in Teaching, Elementary Education
University of Ghana 2007 — 2008
Masters of Arts, Development Studies
Iowa State University 2003 — 2007
Bachelors of Arts, Political Science, International Studies, Spanish
Clinton High School 1999 — 2003
Diploma
Currently on Lay Off Status April 2012 - Present
CIGNA January 2009 - January 2012
Principal Financial Group January 2006 - January 2009
Kaiser Permanente January 2005 - January 2006
PATTERSON-SMITH ASSOCIATES * Health Insurance January 2004 - January 2005
Mid-Atlantic January 2000 - January 2004
LabCorp January 1997 - January 2000
Skills
Employee Benefits, Problem Solving, Multi Tasking, Timely Decision Making, Strategic Planning, Marketing Strategy, Customer Engagement, Healthcare Information..., Goal Setting, Performance Management, New Client Acquisitions, Corporate & Territory..., Contract Management, Market and Acount..., Sales Presentations, Health Insurance, Managed Care, Medicare, Program Management, Training, Customer Service, Recruiting, Provider Relations, Sales, Sales Operations, Insurance, Business Development, Health Policy, Healthcare, Healthcare Management, Management, Leadership, Public Speaking, Team Building, Disability Insurance, Marketing, HIPAA, Network Development, Hospitals
Education
Pleasant Valley College 1971 — 1972
Dental Hygiene/Hygienist, 3.5
Antelope Valley College 1970 — 1971
Dental Hygiene/Hygienist, 3.5
Polaris MEP August 2007 - Present
Det Norske Veritas February 1999 - August 2007
Principal Financial Group October 1996 - February 1999
Hoechst Celanese Corporation February 1973 - October 1996
Skills
Quality Management, Environmental..., Risk Management Systems, Lean Manufacturing, Six Sigma, Quality Assurance, Strategic Planning, Statistical Process..., Team Building, Team Management, Cross-functional Team..., Project Facilitation, Kaizen Facilitation, Quality Auditing, Environmental Auditing, Problem Solving, Productivity Improvement, Black Belt, Juran, Deming, Re-Engineering, Responsible Care..., ISO 9001, ISO 14001, ISO 13485, AS 9100, OHSAS 18001, ANSI/AIHA Z10, ISO 50001, Specialty Chemicals, Chemical Plants, Chemical Safety, Labor Relations, Goal Development, EHS Auditing, Innovation Engineering, TQM, Manufacturing, RC 14001, Visual Management, SPC, Iso 9000, Project Management, AS9100, Risk Management, Occupational Health, Process Improvement, EHS, Quality Control, Business Process...
Education
Anna Maria College 1994 — 1996
Master of Science, Quality Management
University of Rhode Island 1987 — 1989
MS Course Work, Labor Relations
Rhode Island College 1984 — 1986
BA, Labor Relations
Community College of Rhode Island 1982 — 1984
AA, Labor Studies
Dealertrack Technologies February 2014 - Present
Citi October 2013 - January 2014
Principal Financial Group April 2006 - September 2013
Quantum Infotech March 2006 - March 2007
The Home Depot February 2005 - April 2006
TXU Texas Utilities 2000 - February 2005
Capgemini 2004 - 2005
Ajilon 1999 - 2000
IMI 1998 - 2000
HCL 1995 - 1998
Skills
DB2, Data Warehousing, Unix, SQL, z/OS, DB2 Performance Tuning, PeopleSoft DBA, Mainframe, Databases, AIX, Performance Tuning, Business Intelligence, Software Development, Data Modeling, SQL Tuning, Linux, Testing, Database Design, ETL, COBOL, Database Administration, Disaster Recovery, Production Support, Enterprise Architecture, IBM AIX
Education
Cyprus College 1990 — 1992
BBA
Bishop Cotton Boys' School, Bangalore
American Business Consulting Group LLC September 2015 - Present
Professional Benefit Planners June 2014 - December 2014
Creative Benefit Solutions, LLC July 2010 - January 2014
Principal Financial Group April 2008 - January 2010
Principal Financial Group July 2003 - April 2008
MAPAL AARO – January 2001 - January 2004
Axysys Technologies dba Speedring Systems January 1998 - January 2001
The CIT Group January 1987 - January 1998
Skills
Employee Benefits, Insurance, Sales, CRM, Brokers, Customer Retention, Health Savings Accounts, Health Insurance, System Administration, Management, Customer Satisfaction, Strategy, Selling, COBRA, Term Life Insurance, Life Insurance, Underwriting, Leadership, Disability Insurance, Long-term Care, Customer Service, Property & Casualty..., Training, Benefits Administration, Account Management
Education
Oakland University 1986 — 1989
Completed Freshman+ years part-time
Dorsey Business Schools-Madison Heights
Certification
Principal Financial Group December 2013 - Present
Pioneer Hi-Bred Internation 2009 - December 2013
Wells Fargo October 2006 - November 2008
Wells Fargo January 2006 - September 2006
Marsh March 2004 - January 2006
Wells Fargo March 2003 - January 2004
Skills
Agile & Waterfall..., Agile, Scrum, Agile Methodologies, Business Analysis, JAD, Requirements Gathering, Business Requirements, Non-Functional..., Requirements Analysis, User Stories, Analysis, SDLC, SQL, Data Conversion, Microsoft SQL Server, Data Analysis, Data Dictionary, Data Mapping, Oracle Database, Confluence, Visio, JIRA, User Acceptance Testing, Test Planning, Test Cases, Regression Testing, Testing, Usability Testing
Education
AIB College of Business 1997 — 2000
Information Technology
Principal Financial Group January 2012 - Present
Principal Financial Group May 2007 - January 2012
Principal Financial Group December 2006 - May 2007
TechnoServe February 2006 - September 2006
Bread for the World March 2005 - June 2006
University of Chicago Irving B. Harris Graduate School of Public Policy July 2001 - June 2002
Brookings Institution November 1998 - May 1999
The World Bank July 1997 - October 1998
Skills
Research, Policy Analysis, Public Policy, Project Management, Program Evaluation, Government, Access, Public Speaking, Strategic Communications, International Relations, Leadership, Fundraising, Analysis, Editing, Non-profits
Education
The George Washington University Columbian College of Arts & Sciences 2014 — 2015
Graduate Certificate in Survey Design and Data Analysis, Questionnaire Design, Sampling Analysis and Survey Management, 3.7 GPA
The University of Chicago 2000 — 2002
MPP, Public Policy
The George Washington University 1993 — 1997
BA, International Affairs
The Creative Coalition 2008 - Present
Principal Financial Group 2007 - 2010
Wumpy, Inc. 1978 - 2009
Westland 1908 - 1973
Education
Purchase College, SUNY 1979 — 1983
Theatre Arts
Azjarbajžan Beynelxalq Universiteti
Comcast August 2014 - Present
Comcast May 2014 - August 2014
DuPont Pioneer January 2014 - April 2014
DuPont Pioneer September 2012 - December 2013
Pioneer Hi-Bred International Inc, A DuPont Company January 2009 - September 2012
Easter Seals of Iowa September 2006 - August 2012
United Way of Central Iowa September 2011 - December 2011
Pioneer/DuPont January 2009 - September 2009
Pioneer Hi-Bred Internatioal, A DuPont Company September 2007 - December 2008
Principal Financial Group 2000 - 2007
Skills
Human Resources, Genetics, College Recruiting, Organizational..., Recruiting, Talent Acquisition, Applicant Tracking..., Training, Strategic Planning, Coaching, Management, Public Speaking, Process Improvement, Project Management, Program Management, Team Leadership, Policy, Microsoft Office, Customer Service, Talent Management
Education
Aarhus Universitet 2008 — 2008
Master of Business Administration (M.B.A.), ESSAM
Iowa State University - College of Business 2006 — 2008
MBA, International Business
Illinois State University 1992 — 1995
M.S., Industrial/Organizational Psychology
Bradley University 1988 — 1992
B.S., Psychology
Northwestern Mutual April 2012 - January 2014
Northwestern Mutual June 2010 - April 2012
Northwestern Mutual December 2007 - September 2010
Northwestern Mutual February 2002 - December 2007
Principal Financial Group June 1999 - January 2002
Skills
Strategic Planning, Leadership
Education
Alverno College 2007 — 2010
Masters, Business Administration
Southern Illinois University, Edwardsville 1995 — 1999
BS, Mathematical Studies with Minor in Business Admin
Southern Illinois University, Edwardsville 1994 — 1999
Nashua First Congregational Church October 2012 - Present
First Congregational Church of Nashua February 2012 - Present
Ben Scholl Photography February 2009 - Present
Essential Sights and Sounds May 2006 - Present
Principal Financial Group May 2005 - June 2009
Skills
Training, Leadership Development, Instructor-led Training, Employee Relations, Needs Analysis, Human Resources, Coaching, Instructional Design, Learning Management, Organizational..., Team Building, Public Speaking
Education
American Public University System 2009 — 2015
Bachelor's degree, General Studies
Baker Hughes May 2011 - January 2015
Imagine Homes August 2007 - November 2008
KBR April 2004 - March 2007
Principal Financial Group March 2002 - April 2004
Skills
SAP, Hyperion, Oracle, Excel, Accounting, Payroll, Accounts Payable, Financial Analysis, Microsoft Office, Financial Reporting, Account Reconciliation, Access, Process Improvement, Auditing, General Ledger, Cash Flow, Outlook, GAAP, Reconciliation, Billing, SOX, Invoicing, Analysis, Microsoft Word, Accounts Receivable, Finance, Microsoft Excel, Sarbanes-Oxley Act, QuickBooks, Operations Management, Project Planning, Budgets
Education
University of Manchester - Manchester Business School 2011 — 2015
Master of Business Administration (M.B.A.), Finance
Fort Hays State University 1997 — 2001
Bachelor’s Degree, Finance
Financial Engines March 2014 - Present
Financial Engines July 2010 - March 2014
Financial Engines January 2008 - July 2010
Financial Engines August 2006 - January 2008
Hewitt Associates 2002 - 2006
Hewitt Associates 1998 - 2002
Principal Financial Group 1994 - 1998
Education
AIB College of Business 1990 — 1992
Business Administration, Tourism and Travel Services Management
Rockwell-Swaledale Community High School
Oracle December 2011 - Present
Capella University March 2010 - Present
Deloitte Consulting November 2008 - January 2010
ecore Inc 2008 - 2010
Bearing Consulting 2006 - 2007
Principal Financial Group 2006 - 2006
Education
Andhra University 1996 — 2000
BTech, Computer Science
Cherokee Nations Technology July 2015 - Present
CSC January 2014 - Present
Department of Veterans Affairs September 2012 - January 2014
Department of Defence October 2010 - September 2012
Quintiles May 2006 - October 2010
Principal Financial Group 2003 - 2005
OIC April 2001 - August 2003
iMAY Design, INC. June 2000 - April 2001
Advanced Data-Comm August 1998 - June 2000
Classic Custom Vacations July 1996 - January 1998
Skills
VMware, Network Security, SDLC, Disaster Recovery, Citrix, Vendor Management, Windows Server, System Administration, ITIL, Security, SharePoint, Servers, Troubleshooting, Active Directory, Integration, Firewalls, Microsoft Exchange, XP, Software Documentation, DNS, Information Assurance, Microsoft SQL Server, VMware ESX, Security+, DHCP
Education
American Public University System 2011 — 2015
Master's Degree, Management - Organizational Leadership, 3.640
American Public University System 2007 — 2010
Bachelor of Science, Information Technology
The Schwan Food Company Compensation ConsultantNorthern TrustSeptember 1998 - May 2007
Principal Financial Group April 1994 - July 1998
Education
Central Michigan University 1974 — 1976
MA, Administration
Adrian College 1966 — 1970
BA, Economics
Principal Financial Group Senior Sales RepPrincipal Financial Group2002 - Present
Education
Albion College
B.A., Economics & Management
MassMutual Retirement Services December 2008 - Present
Morgan Stanley September 2007 - November 2008
Fidelity Investments 2005 - 2007
Fidelity Investments 2005 - 2007
Principal Financial Group 1999 - 2005
Principal Financial Group 1999 - 2005
Skills
Financial Services, Mutual Funds, Strategic Planning, Investments, Series 7, Series 63, Strategic Financial..., Customer Service, Retirement, Asset Allocation, Securities, Wealth Management, 401k, Retirement Planning, Investment Advisory
Education
Alma College 1986 — 1988
Bachelor of Science, Biology
Wellmark May 2011 - Present
ITA Group November 2010 - May 2011
Wellmark February 2009 - November 2010
Principal Financial Group May 2004 - January 2009
Thrivent Financial for Lutherans November 2003 - April 2004
University of Massachusetts August 2003 - November 2003
Skills
.NET, Informatica, OBIEE, SSIS, SSRS, SQL Server 2000-2008, Oracle
Education
Acharya Nagarjuna University
Masters in Computer Application
Principal Financial Group 1995 - Present
Skills
Retirement, Financial Services, Marketing, Marketing Strategy, Marketing Communications, Series 7, Direct Marketing, Fixed Annuities, Retirement Planning, 401k, Insurance, Sales, Defined Benefit, Investments
Education
Academy of Vocal Arts
Former Artist in Residence, Voice and Opera
Southern Illinois University, Carbondale
Opera and Music Theater
University of Redlands
Bachelor of Music, Vocal Performance
PSB Insurance Consultants February 2009 - Present
One Resource Group October 2012 - May 2014
Epic Financial 2007 - 2014
US bankcorp. Investments, Inc October 2007 - February 2009
Ameriprise Financial April 2005 - June 2007
PSB Insurance Consultants, Inc September 2003 - April 2005
National Life Group December 2002 - September 2003
Lincoln Benefit Life January 2001 - November 2002
Principal Financial Group February 2000 - October 2000
First Variable Life December 1997 - January 2000
Skills
Insurance, Investments, Fixed Annuities, Risk Management, Long-term Care, Financial Advisory, Finance, Property & Casualty..., Disability Insurance, Mutual Funds, Sales Operations, Long Term Care Insurance, Life Insurance, Training, Estate Planning, Strategic Financial..., Management, Health Insurance, Coaching, Retirement Planning, Variable Annuities, Retirement, Small Business, Sales, Portfolio Management, Marketing, Series 7, Financial Planning
Education
The American College 2005 — 2008
CASL, Senior Planning
The American College 1982 — 1986
MSFS,MSM, Financial Planning
American University, Washington College of Law
JD, Law
Dickinson College
AB, History
Dickinson College
A.B
The American College
CLU,ChFC, Insurance
The American College
M.S.F.S
The American College
M.S.M
The American College
Ch.F.C
The American College
C.A.S.L
Principal Financial Group June 2015 - Present
Zacks Investment Research June 2008 - March 2010
UBS February 2000 - May 2006
Merrill Lynch April 1994 - February 2000
Skills
Asset Allocation, 401k, Series 63, Series 7, Investments, Mutual Funds, Wealth Management, Retirement Planning, Alternative Investments, Customer Service, Investment Advisory, Estate Planning, Sales Management, Retirement, Series 65, Securities, Financial Services, Income Protection, Finance, Insurance, Financial Planning, Portfolio Management
Education
Texas State University 1989 — 1991
Bachelor of Arts (B.A.), Psychology
Abilene Christian University 1986 — 1989
Psychology
Washington Humane Society 2014 - Present
Hero Dogs, Inc. March 2011 - Present
People Animals Love 2014 - Present
Principal Financial Group 2001 - May 2014
SunTrust Bank 2000 - 2001
Allmerica Financial 1995 - 2000
Bank of America (formerly NationsBank) 1991 - 1995
Additional Experience 1984 - 1991
Skills
Customer Presentations, Retirement Plan..., Non-profits, SharePoint, Investments, Accounting, Customer Negotiations, Project Management, Fiduciary Expertise, Compliance, Conflict Management, Training, Defined Benefit, Leadership, Strategic Financial..., Strategy, Management, Retirement Planning, Negotiation, Asset Allocation, 401k, Nonprofits, Employee Benefits, Pensions, Business Development, ERISA, Business Planning, Financial Services, Fiduciary, Retirement, CRM
Education
Humane Society University 2012 — 2015
Master's Certificate, Animal Policy and Advocacy
American University - Kogod School of Business
MS, Accounting
Goucher College
BA, Economics
Noridian Mutual Insurance July 2014 - Present
Malt-O-Meal October 2009 - 2013
Schwan Foods 2007 - 2009
Northern Trust 1998 - 2007
Principal Financial Group 1994 - 1998
Skills
Performance Management, Sales Compensation, Market Analysis, Deferred Compensation, Executive Pay, Incentive Programs, Policy, Benefits Administration, Job Evaluation, HRIS, Succession Planning, Workforce Planning, Management, Leadership
Education
Adrian College
BA, Political Science, Economics
Central Michigan University
MA, Business Admin
Principal Financial Group 2002 - Present
Skills
Employee Benefits, Disability Insurance, Sales, Insurance, Benefits Administration, Health Insurance
Education
Albion College
BA, Economics and Management
Myers and Stauffer LC July 2014 - Present
Principal Financial Group August 2000 - July 2013
Skills
Insurance, Outlook, Microsoft Excel, Customer Service, Microsoft Office, Leadership, Strategic Planning, PowerPoint, Microsoft Word, Team Building, Management, Training, Event Planning
Education
AIB College of Business 1997 — 1999
Associate's degree, Business Administration and Management, General
Principal Financial Group
Skills
Investments, Asset Management, Financial Analysis, Portfolio Management, Insurance
Education
AIB College of Business 1994 — 1996
Associates Degree, Business Administration
Dowling Catholic High School January 2014 - Present
Assurant March 2008 - December 2013
Dowling Catholic High School July 1998 - March 2008
Principal Financial Group September 1989 - July 1998
EMC Insurance Companies June 1988 - September 1989
Greyhound Lines, Inc. June 1985 - June 1988
Education
Upper Iowa University 1992 — 1993
Bachelors, Financial Management & Accounting
AIB College of Business 1983 — 1985
Associate's degree, Business Administration and Accounting
Northeastern State University 2013 - Present
Texas A&M University-Commerce August 2012 - April 2013
Youth For Understanding March 2011 - October 2012
Southwest Minnesota Private Industry Council September 2009 - May 2011
Principal Financial Group October 2008 - August 2009
Rutgers University March 2006 - December 2007
Upper Iowa University March 2003 - March 2006
Alma College August 2000 - March 2003
Skills
Non-profits, Higher Education, Coaching, Grant Writing, Grant Administration, Volunteer Management, International Education, Social Media Education, Brand Developement, Graphic Design, Marketing Strategy, Event Planning, Nonprofits, Training, Customer Service, Resume Writing
Education
Alma College 1997 — 2001
BA, English, Communication
Principal Financial Group January 2014 - Present
Military Family Home Loans, LLC July 2012 - December 2013
ARAG North America May 2011 - July 2012
Skills
Business Analysis, Customer Satisfaction, Employee Benefits, Microsoft Office, Property, Finance, Loans, Credit, Financial Services, Risk Management, Casualty, Analysis, Claim, Underwriting, Life Insurance, Property & Casualty..., Insurance, Customer Service
Education
AIB College of Business
Bachelor of Science (B.S.), Accounting
AIB College of Business 2011 — 2012
Associate in Applied Science, Business Administration & Financial Services
Principal Financial Group October 2007 - Present
Noridian Administration Services May 1999 - October 2007
Skills
Microsoft Office, Management, Leadership, Project Management, Investments, Financial Analysis, Business Analysis, Insurance, Microsoft Word, Risk Management
Education
AIB College of Business 1995 — 2015
Associate's degree, Business Administration and Financial Services
Wyndham Worldwide April 2013 - Present
Crucible Capital Group, Inc. October 2011 - Present
Principal Financial Group February 2011 - April 2011
Shenzhen Development Bank March 2009 - April 2011
Central China Securities Holdings Company July 2007 - August 2008
Jiangsu Provice Statistics Bureau July 2008 - July 2008
Skills
Data Analysis, Statistics, SAS, Financial Analysis, Excel, Microsoft Excel, SPSS, Microsoft SQL Server, A/B Testing, Microsoft Word, PowerPoint, Microsoft Publisher, R
Education
Syracuse University 2009 — 2011
Master of Arts (M.A.), Economics
Syracuse University - Maxwell School of Citizenship and Public Affairs 2000 — 2011
Master of Arts (M.A.), Economics
Nanjing University of Finance and Economics 2005 — 2009
B.S., Statistics
Consolidated Insured Benefits February 2003 - Present
Principal Financial Group March 1986 - May 2001
Skills
Insurance, Health Insurance, Customer Service, Employee Benefits, Microsoft Word, Team Building, Underwriting, Retirement Planning, Negotiation, Disability Insurance, Small Business, Health Savings Accounts, Sales, Medicare
Education
Anderson University (SC) 1981 — 1983
Associate of Arts (A.A.), Business Administration and Management, General, A
Principal Financial Group March 2003 - Present
Skills
Management, Microsoft Office, Leadership, Business Analysis, Process Improvement, Insurance, Microsoft Word
Education
Grand View College 1991 — 1993
Bachelor's degree, Accounting
AIB College of Business 1989 — 1991
Associate's degree, Accounting and Finance
Confluence May 2014 - Present
Principal Financial Group January 2000 - January 2003
Principal Financial Group January 1998 - January 2000
Skills
Microsoft Excel, Food Service, Food Industry, Food, Sales Operations, Sales Management, Peachtree, Forecasting, Time Management, Strategic Planning, Direct Sales
Education
AIB College of Business 1986 — 1988
Associate's Degree, Accounting and Business/Management
Robertshaw Controls December 2014 - Present
Legal & General Investment Management America July 2013 - Present
Xchanging Services, Inc. June 2012 - January 2013
ITxM May 2012 - June 2012
Angiotech October 2007 - June 2010
Teleflex Medical March 2005 - September 2007
Principal Financial Group January 2001 - March 2005
Skills
Healthcare, Microsoft Office, Hospitals, Inventory Management, Accounts Payable, Contract Negotiation, Contract Management, Financial Reporting, Financial Analysis, Budget Management, Budget Oversight, Legal Support, Staff Supervision, Administrative Support, Supply Chain, Cost Analysis, Health Insurance, Retirement Plans, Employee Benefits, Benefits Design, Group Benefits, Customer Service..., Administrative..., Budgets, Marketing, Leadership, Human Resources, Management, Project Management, Business Process..., Software Documentation, CRM, Retirement Planning, Purchasing, Strategic Planning, Legal Assistance, Cost Benefit, Administrative..., Process Improvement, Vendor Management, Training, Cross-functional Team..., Strategy
Education
Ambria College of Nursing 2010 — 2011
LPN Certificate, LPN/Nursing
American InterContinental University 2005 — 2007
BA, Operations Management/Business Administration
COR Clearing LLC July 2014 - Present
Principal Financial Group June 2013 - July 2014
Dahl's Foods July 2012 - February 2014
Nationwide Insurance May 2012 - June 2013
John Deere Financial April 2011 - May 2012
Fareway Stores February 2009 - January 2011
Skills
Financial Analysis, Investments, Customer Service, Insurance, Microsoft Excel, PowerPoint, Microsoft Office, Access, Microsoft Word, Underwriting, Accounting, Outlook, Data Entry
Education
AIB College of Business 2011 — 2012
Bachelor of Science (B.S.), Business Administration and Management, General, 3.88
Iowa Lakes Community College 2008 — 2010
Associate of Arts (A.A.), General Studies, 2.92
Principal Financial Group July 2000 - Present
Skills
SQL, Requirements Gathering, Business Analysis, SharePoint, Requirements Analysis, Visio, SDLC, Insurance
Education
AIB College of Business 1984 — 1987
Medix Staffing Solutions January 2013 - August 2013
Saint Luke's Health System July 2012 - December 2012
Iowa Health System 1990 - 2012
Principal Financial Group July 1984 - April 1990
Skills
Medical Coding, Health Insurance, Verification, Eligibility, Payments, Customer Service, Medical Billing, Reliable, Highly responsible, Exceptionally Organized, Self-starter, Microsoft Word, Microsoft Excel, Outlook, Typing, 10 Key, Fax, Workers' Compensation..., Refunds, Denials, Communication Skills, Compassion, Fun, Business Intelligence, Work Ethic, Motivated self-starter, Computer Proficiency
Education
AIB College of Business
Accounting and Business/Management
Mingo Community School
diploma, General Studies
Principal Financial Group March 1996 - Present
Skills
Mutual Funds, Retirement Planning
Education
AIB College of Business 1994 — 1996
Accounting and Business Administration
University of Northern Iowa 1993 — 1994
D+H May 2013 - Present
Principal Financial Group February 2008 - May 2013
Belin McCormick, P.C. October 2004 - February 2008
Robert Half Technology April 2004 - September 2004
CDS Global May 2002 - April 2004
AIB College of Business 2001 - 2004
Skills
VMware, Disaster Recovery, Active Directory, Windows Server, Symantec Endpoint..., F5 BigIP, Cisco UCS, NetApp, Tripwire Enterprise
Education
AIB College of Business
Information Technology/Computer Network Administration
Principal Financial Group August 2006 - Present
Education
AIB College of Business 2005 — 2009
Business Administration & Financial Services Associate Degree
Principal Financial Group June 2015 - Present
First American Bank October 2012 - June 2015
Clarion Super Foods July 2009 - August 2012
Education
AIB College of Business 2012 — 2015
Bachelor of Business Administration (BBA), Business Administration and Leadership
Rehabilitation Hospital of Indiana June 2013 - Present
American Senior Communities October 2011 - Present
Principal Financial Group 2011 - Present
Skills
Timely Decision Making, Conflict Resolution, Interpersonal..., Rehabilitation, Complex Problem Solving, Critical Thinking, Medication..., Safe Patient Handling, Patient Education, Pathophysiology, Communication, Nursing Documentation, Pharmacology, Patient Advocacy, Nursing Process, Quality Patient Care
Education
Ivy Tech Community College 2012 — 2013
Associate of Science (A.S.), Nursing
Southwest Skill Center-Campus of Estrella Mountain Community College 2010 — 2011
Licensed Practical/Vocational Nurse
Indiana University Bloomington 2002 — 2006
Associate of Science (A.S.), Optometric Technology/Opticianry
Ascension Health Ministry Service Center September 2014 - Present
Ascension Health Ministry Service Center January 2013 - August 2014
Principal Financial Group August 2005 - December 2012
Skills
Underwriting, Life Insurance, Management, Workers Compensation, Disability Claims..., FMLA, Employee Training, Process Auditing
Education
Anderson University
GreatAmerica Financial Services May 2014 - Present
Principal Financial Group May 2006 - April 2014
Principal Financial Group 2006 - 2014
Education
Capri College-Cedar Rapids 2002 — 2003
Massage Therapy
North Cedar High School 1998 — 2002
High School Diploma
Wells Fargo September 2013 - Present
Wells Fargo March 2010 - September 2013
Wells Fargo February 2004 - March 2010
Principal Financial Group March 2001 - February 2004
Principal Financial Group June 1998 - March 2001
Principal Financial Group May 1994 - June 1998
Education
Upper Iowa University 1992 — 1994
Bachelor's Degree, Business Management
AIB College of Business 1990 — 1992
Associate's Degree, Sales & Marketing
Transamerica November 2010 - Present
The University of Iowa Health Care April 2007 - November 2010
Principal Financial Group February 2000 - August 2006
Skills
SAN Storage..., Project Management, ITIL, Communication Skills, Analytical Skills, Business Continuity, Replication Technologies, Process Improvement
Education
Drake University 2001 — 2004
Bachelor of Science in Business Administration, Marketing
AIB College of Business
Associate of Business, Information Technology
Drake University February 2010 - August 2015
Principal Financial Group August 2005 - February 2010
Central College August 2001 - May 2005
Skills
Event Planning, Travel Coordination, Event Management, Vendor Relations, Alumni Relations, Office Administration, Morale, Fundraising, Editing, Social Media
Education
Drake University 2012 — 2014
Master of Communication Leadership
Central College 2001 — 2005
Bachelor of Arts (B.A.), Exercise Science (Health Promotion)
University of Wales Trinity Saint David 2004 — 2004
General Studies
Voya Financial July 2014 - Present
ING Financial Partners October 2012 - July 2014
Cetera Financial Group February 2012 - October 2012
ING Financial Partners August 2008 - February 2012
ING Financial Partners January 2007 - August 2008
ING Financial Partners May 2005 - January 2007
Principal Financial Group March 2002 - May 2005
Principal Financial Group January 1999 - March 2002
Skills
Broker-Dealer, Trading, Financial Services, Management, FINRA Series 7, FINRA Series 24, FINRA Series 66, FINRA Series 53, FINRA Series 4, Life, Health and Annuity, Mutual Funds, Risk Management, Equities, Leadership
Education
Graceland University 1997 — 2001
Bachelor of Arts (BA), Business Administration, Management and Operations
AIB College of Business 1998 — 2000
Associate of Arts (AA), Business Management
CDS Global July 2010 - December 2012
Principal Financial Group July 2009 - March 2010
Carter’s Creative Strokes November 2005 - July 2009
Education
AIB College of Business
Bachelors, Applied Science; Sports and Event Management & Event, Hospitality, Tourism Management