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
Employee
Years
Job
Industry
Jessica Lynn Smith Jessica Lynn Smith's Principal Financial Group Experience May 2015 - August 2015
Job Front End Development Intern at Principal Financial Group
Industry Information Technology and Services
Experience
Principal Financial Group May 2015 - August 2015
Principal Financial Group May 2014 - August 2014
Taco Bell July 2011 - August 2013
Skills
Oral & Written..., Databases, Community Outreach, Research, Spanish, Microsoft Office, Teamwork, Marketing, HTML, CSS, Communication, Public Speaking
Education
Drake University 2012 — 2016
Bachelor's Degree, Marketing/ International Business/Information Systems
Universidad Veritas 2014 — 2014
Bachelor's Degree, Spanish Language
Principal Financial Group May 2015 - August 2015
Principal Financial Group May 2014 - August 2014
Taco Bell July 2011 - August 2013
Skills
Oral & Written..., Databases, Community Outreach, Research, Spanish, Microsoft Office, Teamwork, Marketing, HTML, CSS, Communication, Public Speaking
Education
Drake University 2012 — 2016
Bachelor's Degree, Marketing/ International Business/Information Systems
Universidad Veritas 2014 — 2014
Bachelor's Degree, Spanish Language
Anibal Velarde Anibal Velarde's Principal Financial Group Experience 1996 - 2000
Job Analyst, Designer, and Builder of Solid Software Solutions
Industry Information Technology and Services
Experience
Jobs Foundation April 2014 - Present
Aon Benfield December 2008 - Present
Benfield, Inc. January 2003 - November 2008
Paragon Asset Recovery January 2004 - September 2005
KMA Associates August 2000 - December 2002
principal 1996 - 2000
Principal Financial Group 1996 - 2000
Skills
Microsoft SQL Server, Databases, SOA, SQL, .NET, Business Analysis, Enterprise Architecture, SDLC, SharePoint, ASP.NET, Architecture, VB.NET, Architectures, Web Applications, Use Case Analysis, OOAD, Object Oriented Design, Business Intelligence, Software Project..., Requirements Analysis, Systems Analysis, Data Center, Software Development, UML, Consulting, C#, CSLA
Education
Drake University 1997 — 1999
M.B.A, Information Systems for Finance
University of Nebraska at Kearney 1990 — 1993
Bachellor of Science, Mathematics / Statistics & Computer Science
Panama Canal College 1988 — 1989
ESL, English as a second language
Jobs Foundation April 2014 - Present
Aon Benfield December 2008 - Present
Benfield, Inc. January 2003 - November 2008
Paragon Asset Recovery January 2004 - September 2005
KMA Associates August 2000 - December 2002
principal 1996 - 2000
Principal Financial Group 1996 - 2000
Skills
Microsoft SQL Server, Databases, SOA, SQL, .NET, Business Analysis, Enterprise Architecture, SDLC, SharePoint, ASP.NET, Architecture, VB.NET, Architectures, Web Applications, Use Case Analysis, OOAD, Object Oriented Design, Business Intelligence, Software Project..., Requirements Analysis, Systems Analysis, Data Center, Software Development, UML, Consulting, C#, CSLA
Education
Drake University 1997 — 1999
M.B.A, Information Systems for Finance
University of Nebraska at Kearney 1990 — 1993
Bachellor of Science, Mathematics / Statistics & Computer Science
Panama Canal College 1988 — 1989
ESL, English as a second language
Alicia (Richards) Elmore Alicia (Richards) Elmore's Principal Financial Group Experience June 2008 - Present
Job
Industry Financial Services
Experience
Principal Financial Group June 2008 - Present
Plat1num One Investments & Insurance Group 2008 - Present
Bellevue Public Schools August 1996 - August 2008
Skills
Estate Planning, Mutual Funds, 401 (k), 403(b), SEP, &..., Annuities (Variable and..., Asset Allocation, Business Continuation..., Business Overhead..., Buy-Sell Agreements, Buy-Sell Review, Charitable Giving, College Funding..., Deferred Compensation..., Dental Insurance, Disability Income..., Financial Need Analysis, Income Protection, Informal Business..., IRAs (Traditional &..., Key Person Insurance, Long-Term Care Insurance, Pension Plans, Salary Continuation, Split Dollar Plans, Supplemental Retirement..., Survivor Income, Tax-Deferred Savings, Term Life Insurance, Universal Life Insurance, Wellness Programs, Wealth Accumualtion, Disability Insurance, Life Insurance, Retirement Planning, Financial Advisory, Long Term Care Insurance, Investments, 401k, Financial Services, Pension Funds, Securities
Education
Doane College 1989 — 1996
Masters, Education Administration
Doane College
Bachelor's degree, Mathematics & Business
Principal Financial Group June 2008 - Present
Plat1num One Investments & Insurance Group 2008 - Present
Bellevue Public Schools August 1996 - August 2008
Skills
Estate Planning, Mutual Funds, 401 (k), 403(b), SEP, &..., Annuities (Variable and..., Asset Allocation, Business Continuation..., Business Overhead..., Buy-Sell Agreements, Buy-Sell Review, Charitable Giving, College Funding..., Deferred Compensation..., Dental Insurance, Disability Income..., Financial Need Analysis, Income Protection, Informal Business..., IRAs (Traditional &..., Key Person Insurance, Long-Term Care Insurance, Pension Plans, Salary Continuation, Split Dollar Plans, Supplemental Retirement..., Survivor Income, Tax-Deferred Savings, Term Life Insurance, Universal Life Insurance, Wellness Programs, Wealth Accumualtion, Disability Insurance, Life Insurance, Retirement Planning, Financial Advisory, Long Term Care Insurance, Investments, 401k, Financial Services, Pension Funds, Securities
Education
Doane College 1989 — 1996
Masters, Education Administration
Doane College
Bachelor's degree, Mathematics & Business
Angela Rubino, PAHM, FLMI Angela Rubino, PAHM, FLMI's Principal Financial Group Experience 1994 - 1998
Job Client Sales Manager at Mercy Des Moines/Prominence HealthBusiness Solutions
Industry Health, Wellness and Fitness
Experience
Mercy Medical Center-Des Moines/Prominence Health May 2015 - Present
UnityPoint Health (formerly Iowa Health System) January 2012 - November 2014
SafeWorks of Iowa, P.L.L.C. 2010 - 2011
Wellmark Blue Cross and Blue Shield of Iowa 2005 - 2006
Des Moines University Clinic 2000 - 2005
Aware Dental Services 1998 - 2000
Principal Financial Group 1994 - 1998
Principal Financial Group 1989 - 1994
Skills
Business Development, Relationship Building, Strategic Partnerships, Marketing, Healthcare, Occupational Health, Accountable Care, Managed Care, Healthcare Management, Health Insurance, Employee Benefits, Insurance, Healthcare Consulting, Contract Negotiation, Process Improvement, Hospitals, Provider Network..., Presentation Skills, Development &..., Value Based Selling, Solution Selling, Marketing Strategy, Patient Outcomes, health care quality..., health and wellness
Education
Drake University 1986 — 1989
B.S., Corporate Finance
Ankeny Community Schools
Mercy Medical Center-Des Moines/Prominence Health May 2015 - Present
UnityPoint Health (formerly Iowa Health System) January 2012 - November 2014
SafeWorks of Iowa, P.L.L.C. 2010 - 2011
Wellmark Blue Cross and Blue Shield of Iowa 2005 - 2006
Des Moines University Clinic 2000 - 2005
Aware Dental Services 1998 - 2000
Principal Financial Group 1994 - 1998
Principal Financial Group 1989 - 1994
Skills
Business Development, Relationship Building, Strategic Partnerships, Marketing, Healthcare, Occupational Health, Accountable Care, Managed Care, Healthcare Management, Health Insurance, Employee Benefits, Insurance, Healthcare Consulting, Contract Negotiation, Process Improvement, Hospitals, Provider Network..., Presentation Skills, Development &..., Value Based Selling, Solution Selling, Marketing Strategy, Patient Outcomes, health care quality..., health and wellness
Education
Drake University 1986 — 1989
B.S., Corporate Finance
Ankeny Community Schools
Ann Eitrheim Ann Eitrheim's Principal Financial Group Experience May 2012 - May 2013
Job Fixed Income Analyst at Principal
Industry Financial Services
Experience
Principal Global Investors January 2015 - Present
JPMorgan Chase June 2014 - August 2014
Allstate May 2013 - August 2013
Principal Financial Group May 2012 - May 2013
Panhellenic Executive Council November 2011 - December 2012
Drake University February 2011 - June 2011
Skills
Microsoft Suites, Corporate Tax, Tax Software, Compliance, Social Media, Google Docs, Investments, Corporate Finance, Marketing, Access, Microsoft Excel, Time Management, PowerPoint
Education
Drake University 2010 — 2014
BSBA, Finance and Accounting, 4.0 (of 4.0)
Thomas Jefferson Senior High School 2005 — 2010
Principal Global Investors January 2015 - Present
JPMorgan Chase June 2014 - August 2014
Allstate May 2013 - August 2013
Principal Financial Group May 2012 - May 2013
Panhellenic Executive Council November 2011 - December 2012
Drake University February 2011 - June 2011
Skills
Microsoft Suites, Corporate Tax, Tax Software, Compliance, Social Media, Google Docs, Investments, Corporate Finance, Marketing, Access, Microsoft Excel, Time Management, PowerPoint
Education
Drake University 2010 — 2014
BSBA, Finance and Accounting, 4.0 (of 4.0)
Thomas Jefferson Senior High School 2005 — 2010
Colleen Geraghty Colleen Geraghty's Principal Financial Group Experience September 2014 - Present
Job Senior Financial Planner at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group September 2014 - Present
Wells Fargo Bank September 1990 - December 2013
Skills
Banking, Leadership, Customer Service, Credit Risk, Negotiation, Sales, Employee Training, Call Centers, Team Building, Credit, Loan Origination, Loans, Microsoft Excel, Teamwork, Loan Servicing, Outlook, Consumer Lending, Budgets, Supervisory Skills, Motivation, Nonprofits, Investments, Variable Annuities, Life Insurance, Mutual Funds, Financial Analysis, Financial Planning, Financial Services
Education
Penn foster
Bachelor of Business Administration (B.B.A.), Business Market Management, 3.5
Diablo Valley College
Associate of Arts (AA), Business, Management, Marketing, and Related Support Services, 3.8
Principal Financial Group September 2014 - Present
Wells Fargo Bank September 1990 - December 2013
Skills
Banking, Leadership, Customer Service, Credit Risk, Negotiation, Sales, Employee Training, Call Centers, Team Building, Credit, Loan Origination, Loans, Microsoft Excel, Teamwork, Loan Servicing, Outlook, Consumer Lending, Budgets, Supervisory Skills, Motivation, Nonprofits, Investments, Variable Annuities, Life Insurance, Mutual Funds, Financial Analysis, Financial Planning, Financial Services
Education
Penn foster
Bachelor of Business Administration (B.B.A.), Business Market Management, 3.5
Diablo Valley College
Associate of Arts (AA), Business, Management, Marketing, and Related Support Services, 3.8
Bryce Lynn Bryce Lynn's Principal Financial Group Experience May 2013 - August 2014
Job Junior Web Developer at Two Rivers Marketing
Industry Computer Software
Experience
Drake University August 2011 - Present
Two Rivers Marketing November 2014 - July 2015
Theta Chi Fraternity November 2013 - November 2014
Principal Financial Group May 2013 - August 2014
Pacific Sunwear August 2013 - December 2013
Alliant Energy June 2012 - August 2012
Skills
Java, HTML 5, C++, Leadership, XML, Microsoft Excel, Twitter, Web Development, PowerPoint, Web Applications, Microsoft Office, Social Media, Agile Project Management, Android SDK, angular js, Grunt, JavaScript, Bootstrapping, .NET, Marketing Strategy, Social Media Marketing, Microsoft Word, Time Management, Teamwork, Public Speaking, Customer Service, Social Networking, Facebook, Event Planning, Access, Sales, Team Leadership, Marketing, Management, Communication, Photoshop, SQL, Team Building, Research, Project Management, InDesign, Databases, CSS, Blogging, WordPress, Drupal, PHP, Git
Education
Drake University 2011 — 2015
Bachelor of Science (BS), Computer Science, Senior
Drake University August 2011 - Present
Two Rivers Marketing November 2014 - July 2015
Theta Chi Fraternity November 2013 - November 2014
Principal Financial Group May 2013 - August 2014
Pacific Sunwear August 2013 - December 2013
Alliant Energy June 2012 - August 2012
Skills
Java, HTML 5, C++, Leadership, XML, Microsoft Excel, Twitter, Web Development, PowerPoint, Web Applications, Microsoft Office, Social Media, Agile Project Management, Android SDK, angular js, Grunt, JavaScript, Bootstrapping, .NET, Marketing Strategy, Social Media Marketing, Microsoft Word, Time Management, Teamwork, Public Speaking, Customer Service, Social Networking, Facebook, Event Planning, Access, Sales, Team Leadership, Marketing, Management, Communication, Photoshop, SQL, Team Building, Research, Project Management, InDesign, Databases, CSS, Blogging, WordPress, Drupal, PHP, Git
Education
Drake University 2011 — 2015
Bachelor of Science (BS), Computer Science, Senior
Dustin Huston's Principal Financial Group Experience October 1997 - September 2008
Job
Industry Public Safety
Experience
Norwalk Fire Department August 1996 - Present
Principal Financial Group October 1997 - September 2008
Skills
Microsoft Office, Management, Research, Sales, Leadership, Training, Public Safety, Fire Safety, NIMS, Team Leadership
Education
DeVry University 1992 — 1995
Bachelor's degree, Telecommunications Management
Norwalk Fire Department August 1996 - Present
Principal Financial Group October 1997 - September 2008
Skills
Microsoft Office, Management, Research, Sales, Leadership, Training, Public Safety, Fire Safety, NIMS, Team Leadership
Education
DeVry University 1992 — 1995
Bachelor's degree, Telecommunications Management
Amy Bishop Amy Bishop's Principal Financial Group Experience 1992 - Present
Job Regional Marketing Director at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group 1992 - Present
Skills
401(k) and retirement..., Marketing Strategy, Marketing, Retirement, Financial Services, Financial Advisory, Series 7, Retirement Planning, Mutual Funds, Series 63, Series 6, Investments, Direct Marketing, Asset Allocation, Employee Benefits, Email Marketing, Relationship Management, Integrated Marketing, Sales, Pensions
Education
Drake University 1998 — 2000
Masters, Integrated Marketing Communications
Grand View University 1992 — 1998
BA, Business Administration
Principal Financial Group 1992 - Present
Skills
401(k) and retirement..., Marketing Strategy, Marketing, Retirement, Financial Services, Financial Advisory, Series 7, Retirement Planning, Mutual Funds, Series 63, Series 6, Investments, Direct Marketing, Asset Allocation, Employee Benefits, Email Marketing, Relationship Management, Integrated Marketing, Sales, Pensions
Education
Drake University 1998 — 2000
Masters, Integrated Marketing Communications
Grand View University 1992 — 1998
BA, Business Administration
Jared Nicol Jared Nicol's Principal Financial Group Experience September 2006 - November 2011
Job
Industry Insurance
Experience
Wellmark Blue Cross Blue Shield June 2013 - Present
Principal Financial Group September 2006 - November 2011
Principal Financial Group August 2003 - September 2006
Skills
Instructional Design, Insurance, Employee Benefits, Coaching, Sales Presentations, Training, Sales, Leadership, Health Insurance, Strategic Planning, Management
Education
Drake University 2006 — 2009
Masters, Adult Learning & Organizational Performance; Leadership and Training & Development
Wartburg College 1999 — 2003
BA, Business Administration, Concentration: Finance, Minor: Spanish
Wellmark Blue Cross Blue Shield June 2013 - Present
Principal Financial Group September 2006 - November 2011
Principal Financial Group August 2003 - September 2006
Skills
Instructional Design, Insurance, Employee Benefits, Coaching, Sales Presentations, Training, Sales, Leadership, Health Insurance, Strategic Planning, Management
Education
Drake University 2006 — 2009
Masters, Adult Learning & Organizational Performance; Leadership and Training & Development
Wartburg College 1999 — 2003
BA, Business Administration, Concentration: Finance, Minor: Spanish
Bud Hartley Bud Hartley's Principal Financial Group Experience May 2002 - August 2004
Job Project Manager Publishing Supervisor at Citi
Industry Banking
Experience
Citi January 2014 - Present
Citi May 1998 - Present
Citi August 2004 - December 2008
Principal Financial Group May 2002 - August 2004
Principal Financial Group February 2000 - May 2002
Principal Financial Group May 1998 - February 2000
Reliastar October 1997 - May 1998
KJJY FM November 1990 - October 1997
Skills
Financial Services, Training, Mortgage Lending, Banking, Loans, Vendor Management, Strategy, Mortgage Banking, Marketing, Credit Analysis, Leadership, Process Improvement, Change Management, Management, Software Documentation, Credit, Business Analysis, Strategic Communications, Publishing, Newsletters, Financial Analysis, Marketing Communications, Internal Communications, Relationship Management
Education
Drake University 1980 — 1984
BA, Journalism/Advertising
Citi January 2014 - Present
Citi May 1998 - Present
Citi August 2004 - December 2008
Principal Financial Group May 2002 - August 2004
Principal Financial Group February 2000 - May 2002
Principal Financial Group May 1998 - February 2000
Reliastar October 1997 - May 1998
KJJY FM November 1990 - October 1997
Skills
Financial Services, Training, Mortgage Lending, Banking, Loans, Vendor Management, Strategy, Mortgage Banking, Marketing, Credit Analysis, Leadership, Process Improvement, Change Management, Management, Software Documentation, Credit, Business Analysis, Strategic Communications, Publishing, Newsletters, Financial Analysis, Marketing Communications, Internal Communications, Relationship Management
Education
Drake University 1980 — 1984
BA, Journalism/Advertising
Janet Della Vedova Janet Della Vedova's Principal Financial Group Experience March 2004 - June 2011
Job Sales Associate for Cindy Schulte at Farm Bureau Financial Services
Industry Financial Services
Experience
Farm Bureau Financial Services November 2012 - Present
Strategic Business Solutions January 2012 - June 2012
Principal Financial Group March 2004 - June 2011
The Principal Financial Group March 2002 - March 2004
The Principal Financial Group March 2000 - March 2002
The Princial Financial Group March 1997 - March 2000
Skills
Insurance, Health Insurance, Retirement, Employee Benefits, Disability Insurance, Long Term Care Insurance, Licensed Life Insurance..., Licensed Property &..., Licensed Life & Health..., Annuity Sales, Term Life Insurance, 401k, Fixed Annuities, Life Insurance, Leadership, Medicare, Marketing Strategy, Long-term Care, Umbrella Insurance, Commercial Insurance, Property & Casualty..., Brokers, Retirement Planning, Financial Services
Education
Drake University
MBA
Farm Bureau Financial Services November 2012 - Present
Strategic Business Solutions January 2012 - June 2012
Principal Financial Group March 2004 - June 2011
The Principal Financial Group March 2002 - March 2004
The Principal Financial Group March 2000 - March 2002
The Princial Financial Group March 1997 - March 2000
Skills
Insurance, Health Insurance, Retirement, Employee Benefits, Disability Insurance, Long Term Care Insurance, Licensed Life Insurance..., Licensed Property &..., Licensed Life & Health..., Annuity Sales, Term Life Insurance, 401k, Fixed Annuities, Life Insurance, Leadership, Medicare, Marketing Strategy, Long-term Care, Umbrella Insurance, Commercial Insurance, Property & Casualty..., Brokers, Retirement Planning, Financial Services
Education
Drake University
MBA
Andy Drish Andy Drish's Principal Financial Group Experience May 2008 - March 2011
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
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
Ena Beganovic-Norris's Principal Financial Group Experience March 2015 - Present
Job Business Analyst Lead/Scrum Master at Principal Financial Group
Industry Insurance
Experience
Principal Financial Group March 2015 - Present
Principal Financial Group July 2012 - March 2015
Principal Financial Group December 2010 - June 2012
Principal Financial Group March 2010 - March 2011
Kaplan University October 2010 - December 2010
Principal Financial Group December 2007 - March 2010
Principal Financial Group January 2006 - December 2007
Skills
Business Analysis, Strategy, Leadership, Competitive Intelligence, Market Analysis, SharePoint, Data Analysis, Software Documentation, Agile Methodologies, Microsoft Excel, Process Improvement, Market Research, Usability, Competitive Analysis, Strategic Planning, Research, Retail Sales, Requirements Analysis, Forecasting, College Teaching, Atlassian JIRA, Atlassian Confluence, Scrum, Agile, Kanban
Education
University of Iowa - Henry B. Tippie College of Business 2007 — 2010
MBA
Drake University 2001 — 2005
BA, International Business and Management
Principal Financial Group March 2015 - Present
Principal Financial Group July 2012 - March 2015
Principal Financial Group December 2010 - June 2012
Principal Financial Group March 2010 - March 2011
Kaplan University October 2010 - December 2010
Principal Financial Group December 2007 - March 2010
Principal Financial Group January 2006 - December 2007
Skills
Business Analysis, Strategy, Leadership, Competitive Intelligence, Market Analysis, SharePoint, Data Analysis, Software Documentation, Agile Methodologies, Microsoft Excel, Process Improvement, Market Research, Usability, Competitive Analysis, Strategic Planning, Research, Retail Sales, Requirements Analysis, Forecasting, College Teaching, Atlassian JIRA, Atlassian Confluence, Scrum, Agile, Kanban
Education
University of Iowa - Henry B. Tippie College of Business 2007 — 2010
MBA
Drake University 2001 — 2005
BA, International Business and Management
Gayle Welter's Principal Financial Group Experience June 1997 - March 1999
Job Senior Marketing Communications Manager at NCMIC Group, Inc. and Professional Solutions
Industry Insurance
Experience
NCMIC Group, Inc. October 2006 - Present
HOME, Inc. October 2011 - Present
The Members Group March 1999 - October 2006
Principal Financial Group June 1997 - March 1999
Farm Bureau Financial Services June 1989 - June 1997
Deere Community Credit Union 1988 - 1989
SHAZAM Network - ITS, Inc. 1983 - 1988
Skills
Corporate Branding, Marketing Strategy, Marketing Communications, Corporate Communications, Social Media, Media Relations, Marketing, Public Relations, Brand Management, Internal Communications, Newsletters, Leadership, Blogging, Event Planning, Event Management, Direct Mail, Advertising
Education
Drake University 1981 — 1983
M.A., Mass Communication
University of Iowa 1975 — 1979
Bachelor of Arts, Journalism and Mass Communications
Dowling Catholic High School 1971 — 1975
NCMIC Group, Inc. October 2006 - Present
HOME, Inc. October 2011 - Present
The Members Group March 1999 - October 2006
Principal Financial Group June 1997 - March 1999
Farm Bureau Financial Services June 1989 - June 1997
Deere Community Credit Union 1988 - 1989
SHAZAM Network - ITS, Inc. 1983 - 1988
Skills
Corporate Branding, Marketing Strategy, Marketing Communications, Corporate Communications, Social Media, Media Relations, Marketing, Public Relations, Brand Management, Internal Communications, Newsletters, Leadership, Blogging, Event Planning, Event Management, Direct Mail, Advertising
Education
Drake University 1981 — 1983
M.A., Mass Communication
University of Iowa 1975 — 1979
Bachelor of Arts, Journalism and Mass Communications
Dowling Catholic High School 1971 — 1975
Anisha Carter, CUA Anisha Carter, CUA's Principal Financial Group Experience December 2014 - Present
Job UI/UX DesignerLead at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group December 2014 - Present
Principal Financial Group February 2012 - December 2014
Principal Financial Group September 2011 - February 2012
Principal Financial Group April 2006 - September 2011
Principal Financial Group April 2005 - April 2006
Principal Financial Group April 2003 - April 2005
Principal Financial Group January 2002 - April 2003
Valley Junction Foundation April 2000 - September 2001
Roto-Rooter Corporation May 1999 - August 1999
Skills
Writing For The Web, Marketing Communications, Usability Testing, Web Analytics, CSS, Web Content Management, HTML, User Experience, Content Strategy, Strategic Communications, System Testing, Web Development, Information Architecture, Web Design, Social Media, SEM, Digital Copywriting, Web Project Management, User Research, Integrated Marketing, Usability, Web Content, Advertising, Strategy, Marketing, Press Releases, Newsletters, Email Marketing, Google Analytics, Digital Strategy, User-centered Design, SEO, Copywriting, Content Management, Leadership, CMS, Corporate Communications, Management
Education
Drake University 1997 — 2001
Bachelor of Arts
Calcutta International School 1994 — 1997
A Levels
La Martiniere 1984 — 1994
Principal Financial Group December 2014 - Present
Principal Financial Group February 2012 - December 2014
Principal Financial Group September 2011 - February 2012
Principal Financial Group April 2006 - September 2011
Principal Financial Group April 2005 - April 2006
Principal Financial Group April 2003 - April 2005
Principal Financial Group January 2002 - April 2003
Valley Junction Foundation April 2000 - September 2001
Roto-Rooter Corporation May 1999 - August 1999
Skills
Writing For The Web, Marketing Communications, Usability Testing, Web Analytics, CSS, Web Content Management, HTML, User Experience, Content Strategy, Strategic Communications, System Testing, Web Development, Information Architecture, Web Design, Social Media, SEM, Digital Copywriting, Web Project Management, User Research, Integrated Marketing, Usability, Web Content, Advertising, Strategy, Marketing, Press Releases, Newsletters, Email Marketing, Google Analytics, Digital Strategy, User-centered Design, SEO, Copywriting, Content Management, Leadership, CMS, Corporate Communications, Management
Education
Drake University 1997 — 2001
Bachelor of Arts
Calcutta International School 1994 — 1997
A Levels
La Martiniere 1984 — 1994
Denise Forney Teacher, Trainer, Edu-tainer Denise Forney Teacher, Trainer, Edu-tainer's Principal Financial Group Experience July 1994 - July 1999
Job Senior Training Consultant at ATW Training Solutions
Industry Professional Training & Coaching
Experience
ATW Training Solutions December 2011 - Present
Music-n-Motion Private Business October 2005 - December 2011
Kemin Industries March 2004 - November 2011
Grandview University March 2009 - April 2009
Bright Horizons September 2001 - October 2003
Wells Fargo Home Mortgage July 1999 - September 2001
Principal Financial Group July 1994 - July 1999
Skills
Organizational..., Program Facilitation, Singing, Classroom Training, Coaching, Employee Relations, Performance Management, Interviewing, Leadership Development, Team Building, Public Speaking, Mentoring, Public Relations, Social Media, Classroom, Interviews, Talent Management, Social Networking, Strategic Planning, Training, Leadership, Human Resources, Time Management, Employee Training, Strategy, Marketing, Management, Staff Development, Team Leadership, Program Management, Conflict Resolution, Personnel Management, Recruiting, Workshop Facilitation, Employee Engagement, Customer Service, Onboarding, Organizational..., Talent Acquisition, Management Development, Education, Music Education, Music
Education
Drake University 1997 — 1999
Masters, Adult Education/Training & Development
University of Northern Iowa 1990 — 1994
BA, Public Relations/Communication
ATW Training Solutions December 2011 - Present
Music-n-Motion Private Business October 2005 - December 2011
Kemin Industries March 2004 - November 2011
Grandview University March 2009 - April 2009
Bright Horizons September 2001 - October 2003
Wells Fargo Home Mortgage July 1999 - September 2001
Principal Financial Group July 1994 - July 1999
Skills
Organizational..., Program Facilitation, Singing, Classroom Training, Coaching, Employee Relations, Performance Management, Interviewing, Leadership Development, Team Building, Public Speaking, Mentoring, Public Relations, Social Media, Classroom, Interviews, Talent Management, Social Networking, Strategic Planning, Training, Leadership, Human Resources, Time Management, Employee Training, Strategy, Marketing, Management, Staff Development, Team Leadership, Program Management, Conflict Resolution, Personnel Management, Recruiting, Workshop Facilitation, Employee Engagement, Customer Service, Onboarding, Organizational..., Talent Acquisition, Management Development, Education, Music Education, Music
Education
Drake University 1997 — 1999
Masters, Adult Education/Training & Development
University of Northern Iowa 1990 — 1994
BA, Public Relations/Communication
Brett Sears Brett Sears's Principal Financial Group Experience June 2011 - December 2011
Job Program Manager at ProKarma
Industry Information Technology and Services
Experience
ProKarma June 2013 - Present
Blue Cross and Blue Shield of Nebraska January 2012 - June 2013
Principal Financial Group June 2011 - December 2011
AEGON May 2010 - May 2011
Wellmark March 2007 - July 2009
Cognizant Technology Solutions October 1999 - June 2006
Ernst & Young November 1998 - October 1999
Accenture 1994 - 1998
Accenture 1994 - 1998
Skills
Process Improvement, SDLC, PMO, Full SDLC, Waterfall, Project Delivery, Software Project..., Project Portfolio..., Requirements Analysis, Agile Project Management, RUP, MS Project, Vendor Management, Scrum, Data Modeling
Education
DeVry Institute of Technology 1991 — 1994
BA, Computer Information Systems
ProKarma June 2013 - Present
Blue Cross and Blue Shield of Nebraska January 2012 - June 2013
Principal Financial Group June 2011 - December 2011
AEGON May 2010 - May 2011
Wellmark March 2007 - July 2009
Cognizant Technology Solutions October 1999 - June 2006
Ernst & Young November 1998 - October 1999
Accenture 1994 - 1998
Accenture 1994 - 1998
Skills
Process Improvement, SDLC, PMO, Full SDLC, Waterfall, Project Delivery, Software Project..., Project Portfolio..., Requirements Analysis, Agile Project Management, RUP, MS Project, Vendor Management, Scrum, Data Modeling
Education
DeVry Institute of Technology 1991 — 1994
BA, Computer Information Systems
Edward Cheatham Edward Cheatham's Principal Financial Group Experience January 2012 - January 2015
Job Investment Advisor at Heritage Wealth Management
Industry Investment Management
Experience
Heritage Wealth Management January 2015 - Present
Principal Financial Group January 2012 - January 2015
Ridgeway Financial December 2010 - June 2012
Ridgeway Financial October 2002 - June 2011
Edward A. Cheatham Brokerage February 1997 - September 2002
Skills
Retirement Planning, Risk Management, 401(k), 403(b), SEP &..., Executive Benefits..., Business Continuity..., Deferred Compensation..., Income Protection, Survivorship Income, Exit Strategies, Estate Planning
Education
Drake University 1983 — 1987
BA, Economics
Illinois State University 1986 — 1986
Palatine High School 1979 — 1983
Heritage Wealth Management January 2015 - Present
Principal Financial Group January 2012 - January 2015
Ridgeway Financial December 2010 - June 2012
Ridgeway Financial October 2002 - June 2011
Edward A. Cheatham Brokerage February 1997 - September 2002
Skills
Retirement Planning, Risk Management, 401(k), 403(b), SEP &..., Executive Benefits..., Business Continuity..., Deferred Compensation..., Income Protection, Survivorship Income, Exit Strategies, Estate Planning
Education
Drake University 1983 — 1987
BA, Economics
Illinois State University 1986 — 1986
Palatine High School 1979 — 1983
Bret Benham Bret Benham's Principal Financial Group Experience 1983 - 1987
Job Senior Vice President, Retirement at Ameritas
Industry Financial Services
Experience
Ameritas August 2013 - Present
Confluent Solution Group LLC 2012 - August 2013
Benham Consulting LLC 2008 - August 2013
Innovation Partners, LLC September 2010 - July 2012
TIAA-CREF Life Insurance Company 2004 - 2008
TIAA-CREF 2004 - 2008
Fidelity Investments 2001 - 2004
Kansas City Life Insurance Company 1991 - 2000
Tillinghast, a Towers Perrin Company 1987 - 1991
Principal Financial Group 1983 - 1987
Skills
Investments, Insurance, Executive Management, Financial Modeling, Mergers & Acquisitions, Thought Leadership, Venture Integration
Education
Drake University 1982 — 1983
MBA
Drake University 1978 — 1982
BSBA, Operations and Production Management
Ameritas August 2013 - Present
Confluent Solution Group LLC 2012 - August 2013
Benham Consulting LLC 2008 - August 2013
Innovation Partners, LLC September 2010 - July 2012
TIAA-CREF Life Insurance Company 2004 - 2008
TIAA-CREF 2004 - 2008
Fidelity Investments 2001 - 2004
Kansas City Life Insurance Company 1991 - 2000
Tillinghast, a Towers Perrin Company 1987 - 1991
Principal Financial Group 1983 - 1987
Skills
Investments, Insurance, Executive Management, Financial Modeling, Mergers & Acquisitions, Thought Leadership, Venture Integration
Education
Drake University 1982 — 1983
MBA
Drake University 1978 — 1982
BSBA, Operations and Production Management
Curt W. Taylor Curt W. Taylor's Principal Financial Group Experience February 2015 - Present
Job Financial Services Representative at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group February 2015 - Present
24/7 Oregon Mobile Notary October 2013 - February 2015
AXA Advisors LLC January 2014 - November 2014
Pneu-Logic Corporation April 2011 - April 2013
Self-employed January 2007 - April 2011
Advanced Inquiry Systems, Inc. 2007 - April 2010
Entegris, Inc September 2005 - September 2006
Entegris, Inc September 2000 - September 2005
Empak 1995 - 1999
Skills
Life Insurance, Estate Planning, Retirement Planning, Retirement Savings, Small Business, Strategic Financial..., 401(k), 403(b), SEP &..., Variable Annuities, Fixed Annuities, Asset Allocation, Business Continuation..., Business Overhead..., Buy-sell Agreements, Buy-Sell Review, Charitable Giving, College Funding..., Deferred Compensation..., Dental Insurance, Disability Insurance, Executive Benefit..., Financial Needs Analysis, Income Protection, Informal Business..., IRA's Traditional & Roth, Key Person Insurance, Long Term Care Insurance, Mutual Funds, Pension Plans, Salary Continuation, Series 6,7,63,65,66..., Split Dollar Plans, Supplemental Retirement..., Survivor Income, Tax-deferred Savings, Term Life Insurance, Universal Life Insurance, Wellness Programs, Wealth Accumulation, Whole Life Insurance
Education
University of Phoenix 1998 — 2003
BA
Diablo Valley College 1989 — 1993
AA
Principal Financial Group February 2015 - Present
24/7 Oregon Mobile Notary October 2013 - February 2015
AXA Advisors LLC January 2014 - November 2014
Pneu-Logic Corporation April 2011 - April 2013
Self-employed January 2007 - April 2011
Advanced Inquiry Systems, Inc. 2007 - April 2010
Entegris, Inc September 2005 - September 2006
Entegris, Inc September 2000 - September 2005
Empak 1995 - 1999
Skills
Life Insurance, Estate Planning, Retirement Planning, Retirement Savings, Small Business, Strategic Financial..., 401(k), 403(b), SEP &..., Variable Annuities, Fixed Annuities, Asset Allocation, Business Continuation..., Business Overhead..., Buy-sell Agreements, Buy-Sell Review, Charitable Giving, College Funding..., Deferred Compensation..., Dental Insurance, Disability Insurance, Executive Benefit..., Financial Needs Analysis, Income Protection, Informal Business..., IRA's Traditional & Roth, Key Person Insurance, Long Term Care Insurance, Mutual Funds, Pension Plans, Salary Continuation, Series 6,7,63,65,66..., Split Dollar Plans, Supplemental Retirement..., Survivor Income, Tax-deferred Savings, Term Life Insurance, Universal Life Insurance, Wellness Programs, Wealth Accumulation, Whole Life Insurance
Education
University of Phoenix 1998 — 2003
BA
Diablo Valley College 1989 — 1993
AA
Jennifer Stanton Daniel Jennifer Stanton Daniel's Principal Financial Group Experience December 2008 - December 2009
Job VP Carrier Development Maximizing carrier and partner strategies within technology solutions
Industry Insurance
Experience
Businessolver January 2015 - Present
Businessolver 2010 - Present
Principal Financial Group December 2008 - December 2009
Principal Financial Group 2004 - 2008
Principal Financial Group 2002 - 2004
Principal Financial Group 1998 - 2002
Merck 1996 - 1998
Principal Financial Group 1993 - 1996
Skills
Strategic Planning, Negotiation, Employee Benefits, Insurance, Benefits Administration, Disability Insurance, Leadership, Sales, Training, Employee Wellness..., Marketing, Presentation Coaching, Corporate Wellness, Management, Call Center..., Superior Client Service, Coaching, Business Development, Leadership Development, Healthcare, Process Improvement, Corporations, Call Centers, CRM, Employee Training, Marketing Strategy, Strategy, Sales Management, Sales Process, Market Research, Account Management, Life Insurance, Project Management, Customer Service, Health Insurance, Team Building
Education
Drake University
BA
Drake University
Businessolver January 2015 - Present
Businessolver 2010 - Present
Principal Financial Group December 2008 - December 2009
Principal Financial Group 2004 - 2008
Principal Financial Group 2002 - 2004
Principal Financial Group 1998 - 2002
Merck 1996 - 1998
Principal Financial Group 1993 - 1996
Skills
Strategic Planning, Negotiation, Employee Benefits, Insurance, Benefits Administration, Disability Insurance, Leadership, Sales, Training, Employee Wellness..., Marketing, Presentation Coaching, Corporate Wellness, Management, Call Center..., Superior Client Service, Coaching, Business Development, Leadership Development, Healthcare, Process Improvement, Corporations, Call Centers, CRM, Employee Training, Marketing Strategy, Strategy, Sales Management, Sales Process, Market Research, Account Management, Life Insurance, Project Management, Customer Service, Health Insurance, Team Building
Education
Drake University
BA
Drake University
Robin Taylor Tyson Robin Taylor Tyson's Principal Financial Group Experience August 2000 - September 2004
Job Client Account Manager
Industry Financial Services
Experience
Wells Fargo July 2013 - Present
Alliance Benefit Group Carolinas LLC a subsidiary of Pentegra Retirement Services September 2011 - January 2013
Wells Fargo September 2004 - August 2011
Principal Financial Group August 2000 - September 2004
Skills
Investments, Plan Design, Asset Allocation, Valuation, 401k, Benefit Plan..., Form 5500 preparation, ERISA, Retirement Planning, Business Planning, Customer Service, Series 63, CRM, Banking, Employee Benefits, Financial Services, Management, Mutual Funds, Retirement, Series 6
Education
DeVry University
Project Management
Strayer University
Business Administration and Management, General
Wells Fargo July 2013 - Present
Alliance Benefit Group Carolinas LLC a subsidiary of Pentegra Retirement Services September 2011 - January 2013
Wells Fargo September 2004 - August 2011
Principal Financial Group August 2000 - September 2004
Skills
Investments, Plan Design, Asset Allocation, Valuation, 401k, Benefit Plan..., Form 5500 preparation, ERISA, Retirement Planning, Business Planning, Customer Service, Series 63, CRM, Banking, Employee Benefits, Financial Services, Management, Mutual Funds, Retirement, Series 6
Education
DeVry University
Project Management
Strayer University
Business Administration and Management, General
Eva Sweet Eva Sweet's Principal Financial Group Experience March 1985 - Present
Job Experienced communications executive
Industry Financial Services
Experience
Principal Financial Group March 1985 - Present
National Pork Producers Council January 1982 - March 1985
Education
Drake University 1982 — 1984
B.A., Journalism/Mass Communications
Iowa State University 1980 — 1982
International studies
Principal Financial Group March 1985 - Present
National Pork Producers Council January 1982 - March 1985
Education
Drake University 1982 — 1984
B.A., Journalism/Mass Communications
Iowa State University 1980 — 1982
International studies
Alicia Embrey, PHR, MS's Principal Financial Group Experience August 2014 - Present
Job Human Resources
Industry Financial Services
Experience
Principal Financial Group August 2014 - Present
Norwalk Student Education Foundation 2010 - Present
Compressor Controls Corporation February 2013 - July 2014
Principal Global Investors, a division of the Principal Financial Group December 2009 - January 2013
Principal Financial Group December 2008 - December 2009
Principal Financial Group March 2006 - December 2008
Principal Financial Group June 2004 - February 2006
Sears Credit 1997 - 2001
Skills
Finance, Information Technology, Investments, Accounting, Equities, Human Resources, Actuarial Science, Talent Acquisition, Talent Management, Recruiting, Fixed Income, Real Estate, SDLC, Process Improvement, Leadership, Strategy, Management, Networking, Training, Temporary Placement, Time Management, Technical Recruiting, Hiring, Sourcing, Applicant Tracking..., Onboarding, Vendor Management, Performance Management, College Recruiting, Interviews, Succession Planning, Executive Search, Employee Relations, Contract Recruitment, Internet Recruiting, Employee Engagement, Workforce Planning, Resource Management, Staffing Services, Screening Resumes, Employee Training, HRIS, PeopleSoft
Education
Drake University 2008 — 2011
Master's, Organizational Performance & Adult Learning
CEB - Corporate Executive Board 2011 — 2012
Talent Advisor Leadership Academy, Talent Acquisition
William Penn University 2002 — 2006
Bachelor's degree, Business Administration and Management, General
Principal Financial Group August 2014 - Present
Norwalk Student Education Foundation 2010 - Present
Compressor Controls Corporation February 2013 - July 2014
Principal Global Investors, a division of the Principal Financial Group December 2009 - January 2013
Principal Financial Group December 2008 - December 2009
Principal Financial Group March 2006 - December 2008
Principal Financial Group June 2004 - February 2006
Sears Credit 1997 - 2001
Skills
Finance, Information Technology, Investments, Accounting, Equities, Human Resources, Actuarial Science, Talent Acquisition, Talent Management, Recruiting, Fixed Income, Real Estate, SDLC, Process Improvement, Leadership, Strategy, Management, Networking, Training, Temporary Placement, Time Management, Technical Recruiting, Hiring, Sourcing, Applicant Tracking..., Onboarding, Vendor Management, Performance Management, College Recruiting, Interviews, Succession Planning, Executive Search, Employee Relations, Contract Recruitment, Internet Recruiting, Employee Engagement, Workforce Planning, Resource Management, Staffing Services, Screening Resumes, Employee Training, HRIS, PeopleSoft
Education
Drake University 2008 — 2011
Master's, Organizational Performance & Adult Learning
CEB - Corporate Executive Board 2011 — 2012
Talent Advisor Leadership Academy, Talent Acquisition
William Penn University 2002 — 2006
Bachelor's degree, Business Administration and Management, General
Deborah Cowan Secord's Principal Financial Group Experience August 2006 - December 2008
Job AVP, Program Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo April 2014 - Present
Wells Fargo Home Mortgage December 2012 - April 2014
Wells Fargo Home Mortgage July 2011 - December 2012
Wellmark Blue Cross Blue Shield February 2009 - July 2011
Principal Financial Group August 2006 - December 2008
IBM Corporation July 1999 - August 2006
Skills
SDLC, Business Process..., Business Process, MS Project, Cross-functional Team..., Quality Assurance, CRM, Project Management, Call Center, Vendor Management, Project Portfolio..., Leadership, Risk Management, Call Centers, Document Management, Customer Experience..., Business Analysis, PMP, Software Project..., Process Improvement, Requirements Analysis, Program Management, SharePoint, PMO, Resource Management, Business Requirements, Strategic Planning, Financial Statement..., Executive Compensation..., Microsoft Project
Education
Drake University 2012 — 2014
Master of Business Administration (M.B.A.), Executive Development Concentration
Wellesley College 1995 — 1999
BA, Computer Science
Arlington High School 1991 — 1995
Wells Fargo April 2014 - Present
Wells Fargo Home Mortgage December 2012 - April 2014
Wells Fargo Home Mortgage July 2011 - December 2012
Wellmark Blue Cross Blue Shield February 2009 - July 2011
Principal Financial Group August 2006 - December 2008
IBM Corporation July 1999 - August 2006
Skills
SDLC, Business Process..., Business Process, MS Project, Cross-functional Team..., Quality Assurance, CRM, Project Management, Call Center, Vendor Management, Project Portfolio..., Leadership, Risk Management, Call Centers, Document Management, Customer Experience..., Business Analysis, PMP, Software Project..., Process Improvement, Requirements Analysis, Program Management, SharePoint, PMO, Resource Management, Business Requirements, Strategic Planning, Financial Statement..., Executive Compensation..., Microsoft Project
Education
Drake University 2012 — 2014
Master of Business Administration (M.B.A.), Executive Development Concentration
Wellesley College 1995 — 1999
BA, Computer Science
Arlington High School 1991 — 1995
Stacey Knight Stacey Knight's Principal Financial Group Experience January 2013 - June 2015
Job IT Leader
Industry Information Technology and Services
Experience
Vermeer Corporation July 2015 - Present
Principal Financial Group January 2013 - June 2015
Exelon June 2008 - July 2012
Abbott August 2002 - May 2008
Paris Corporation September 1997 - July 2002
Multiple Companies July 1991 - September 1997
Skills
IT Strategy, Budget, Influence Others, Staff Development, Staff Management, Project Management, Coaching, Change Management, Offshore Resource..., Business Intelligence, Web Project Management, Application Lifecycle..., Budgets, SDLC, Vendor Management, PMP, ERP, Information Technology, IT Service Management, Software Project..., Systems Analysis, Project Portfolio..., Cross-functional Team..., Enterprise Architecture, Business Process..., SQL, Consulting, Requirements Analysis, Databases, Disaster Recovery, Data Warehousing, Business Analysis, Visio, IT Management, Leadership, Requirements Gathering, Integration, PMO
Education
DeVry University-Missouri 1989 — 1991
BS, Computer Information Systems
Vermeer Corporation July 2015 - Present
Principal Financial Group January 2013 - June 2015
Exelon June 2008 - July 2012
Abbott August 2002 - May 2008
Paris Corporation September 1997 - July 2002
Multiple Companies July 1991 - September 1997
Skills
IT Strategy, Budget, Influence Others, Staff Development, Staff Management, Project Management, Coaching, Change Management, Offshore Resource..., Business Intelligence, Web Project Management, Application Lifecycle..., Budgets, SDLC, Vendor Management, PMP, ERP, Information Technology, IT Service Management, Software Project..., Systems Analysis, Project Portfolio..., Cross-functional Team..., Enterprise Architecture, Business Process..., SQL, Consulting, Requirements Analysis, Databases, Disaster Recovery, Data Warehousing, Business Analysis, Visio, IT Management, Leadership, Requirements Gathering, Integration, PMO
Education
DeVry University-Missouri 1989 — 1991
BS, Computer Information Systems
Greg Eekhoff Greg Eekhoff's Principal Financial Group Experience June 1994 - September 1999
Job Vice President Administrative Systems at Advanced Technologies Group
Industry Information Technology and Services
Experience
Advanced Technologies Group September 1999 - Present
Principal Financial Group June 1994 - September 1999
Skills
.NET, SQL, ASP.NET, VB.NET, JavaScript, Microsoft SQL Server, Visual Studio, HTML, Project Management, Silverlight, Requirements Analysis, Software Development, SDLC
Education
Dordt College 1990 — 1994
BS, Computer Science
Pella Christian High School 1986 — 1990
Advanced Technologies Group September 1999 - Present
Principal Financial Group June 1994 - September 1999
Skills
.NET, SQL, ASP.NET, VB.NET, JavaScript, Microsoft SQL Server, Visual Studio, HTML, Project Management, Silverlight, Requirements Analysis, Software Development, SDLC
Education
Dordt College 1990 — 1994
BS, Computer Science
Pella Christian High School 1986 — 1990
Jerry Ripperger's Principal Financial Group Experience November 2013 - Present
Job Vice President Consulting at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group November 2013 - Present
Principal Financial Group November 2010 - Present
Principal Financial Group November 2008 - November 2010
Principal Financial Group September 2002 - November 2008
Simpson College November 1993 - May 2003
Principal Financial Group December 2000 - September 2002
Principal Financial Group July 1996 - December 2000
Principal Financial Group January 1988 - July 1996
Skills
Strategic Thinking, Public Speaking, Benefits Consulting, Employee Benefits, Healthcare, Underwriting, Health, Benefits, Project Management, Business Planning, Program Management, Disability Insurance, Coaching, Health Insurance, Leadership, Customer Service, Insurance, Management, Business Development, Sales, Managed Care, Mergers, Risk Management, Team Building, Strategic Planning, Strategy, Social Media, Mergers & Acquisitions, Financial Analysis, Analysis, Operations Management, Leadership Development, Product Management, Small Business, Policy, 401k, Consulting
Education
Drake University 1988 — 1991
MBA, Business
University of Northern Iowa 1983 — 1987
BA, Management and Economics
Hampton Community High School 1979 — 1983
High School Diploma
Principal Financial Group November 2013 - Present
Principal Financial Group November 2010 - Present
Principal Financial Group November 2008 - November 2010
Principal Financial Group September 2002 - November 2008
Simpson College November 1993 - May 2003
Principal Financial Group December 2000 - September 2002
Principal Financial Group July 1996 - December 2000
Principal Financial Group January 1988 - July 1996
Skills
Strategic Thinking, Public Speaking, Benefits Consulting, Employee Benefits, Healthcare, Underwriting, Health, Benefits, Project Management, Business Planning, Program Management, Disability Insurance, Coaching, Health Insurance, Leadership, Customer Service, Insurance, Management, Business Development, Sales, Managed Care, Mergers, Risk Management, Team Building, Strategic Planning, Strategy, Social Media, Mergers & Acquisitions, Financial Analysis, Analysis, Operations Management, Leadership Development, Product Management, Small Business, Policy, 401k, Consulting
Education
Drake University 1988 — 1991
MBA, Business
University of Northern Iowa 1983 — 1987
BA, Management and Economics
Hampton Community High School 1979 — 1983
High School Diploma
David Kapustka's Principal Financial Group Experience May 1989 - May 2005
Job Vice President Mergers & Acquisitions Arthur J. Gallagher & Co.
Industry Insurance
Experience
Arthur J. Gallagher & Co. June 2014 - Present
CIGNA Healthcare May 2006 - October 2013
Principal Financial Group May 1989 - May 2005
Skills
Health Insurance, Managed Care, Employee Benefits, Insurance, Healthcare, Strategic Planning, Underwriting, Benefits Administration, Process Improvement, Team Building, Disability Insurance, Account Management, Health Savings Accounts, HMO, Long-term Care, Sales Management, Sales
Education
Northwestern University - Kellogg School of Management
MBA, Business Administration and Management, General
Drake University
Bachelor of Science (BS) - Business Administration, Marketing and Economics
Arthur J. Gallagher & Co. June 2014 - Present
CIGNA Healthcare May 2006 - October 2013
Principal Financial Group May 1989 - May 2005
Skills
Health Insurance, Managed Care, Employee Benefits, Insurance, Healthcare, Strategic Planning, Underwriting, Benefits Administration, Process Improvement, Team Building, Disability Insurance, Account Management, Health Savings Accounts, HMO, Long-term Care, Sales Management, Sales
Education
Northwestern University - Kellogg School of Management
MBA, Business Administration and Management, General
Drake University
Bachelor of Science (BS) - Business Administration, Marketing and Economics
Cody Schweninger's Principal Financial Group Experience February 2012 - Present
Job Financial Services Representative, Princor Registered Representative at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group February 2012 - Present
Principal Financial Group October 2009 - February 2012
City of Wichita Kansas May 2006 - October 2009
Skills
Mutual Funds, 401k, Roth IRA, IRAs, 403 b, SEP IRA, Simple IRA, Fixed Annuities, Variable Annuities, Asset Allocation, Business Overhead..., Buy-sell Agreements, College Funding..., Non-Qualified Deferred..., Disability Insurance, Estate Planning, Executive Benefit..., Income Protection, Key Person Insurance, Series 7, Series 63, Survivor Income, Term Life Insurance, Universal Life, Wealth Accumulation, Life Insurance, Retirement, Salary Continuation, Split Dollar Plans, Business Continuation..., Financial Needs Analysis, Supplemental Retirement..., Informal Business..., Tax-Deferred Savings, Buy-Sell Review, Charitable Giving, Wellness Programs, Deferred Compensation, Dental Insurance
Education
Wichita State University 2009 — 2010
Bachelor of Business Administration (B.B.A.), Finance and Management
Friends University 2008 — 2009
Business Administration and Management, General
New Mexico Highlands University 2007 — 2008
Dodge City Community College 2005 — 2007
Associate's Degree
Maize High School 2001 — 2005
Principal Financial Group February 2012 - Present
Principal Financial Group October 2009 - February 2012
City of Wichita Kansas May 2006 - October 2009
Skills
Mutual Funds, 401k, Roth IRA, IRAs, 403 b, SEP IRA, Simple IRA, Fixed Annuities, Variable Annuities, Asset Allocation, Business Overhead..., Buy-sell Agreements, College Funding..., Non-Qualified Deferred..., Disability Insurance, Estate Planning, Executive Benefit..., Income Protection, Key Person Insurance, Series 7, Series 63, Survivor Income, Term Life Insurance, Universal Life, Wealth Accumulation, Life Insurance, Retirement, Salary Continuation, Split Dollar Plans, Business Continuation..., Financial Needs Analysis, Supplemental Retirement..., Informal Business..., Tax-Deferred Savings, Buy-Sell Review, Charitable Giving, Wellness Programs, Deferred Compensation, Dental Insurance
Education
Wichita State University 2009 — 2010
Bachelor of Business Administration (B.B.A.), Finance and Management
Friends University 2008 — 2009
Business Administration and Management, General
New Mexico Highlands University 2007 — 2008
Dodge City Community College 2005 — 2007
Associate's Degree
Maize High School 2001 — 2005
Elizabeth F. Zaletel's Principal Financial Group Experience July 2010 - August 2011
Job Sourcing Administrator at EC First
Industry Marketing and Advertising
Experience
EC First April 2014 - Present
Varsity Theatre March 2004 - Present
H&R Block October 2013 - April 2014
Apex Systems May 2013 - October 2013
H&R Block September 2012 - April 2013
Robert Half Technology July 2012 - September 2012
H&R Block September 2011 - April 2012
Principal Financial Group July 2010 - August 2011
Principal Financial Group June 2007 - June 2010
Manpower October 2006 - June 2007
Skills
Social Networking, Social Media, Marketing, Management, Customer Service, Public Relations, Event Planning, Editing, Event Management, Public Speaking, Marketing Strategy, Community Outreach, Microsoft Office, Newsletters, Fundraising, Marketing Communications, Research, Advertising, Non-profits, Nonprofits, Recruiting
Education
Drake University
Bachelor of Arts, International Relations
Universität Salzburg
EC First April 2014 - Present
Varsity Theatre March 2004 - Present
H&R Block October 2013 - April 2014
Apex Systems May 2013 - October 2013
H&R Block September 2012 - April 2013
Robert Half Technology July 2012 - September 2012
H&R Block September 2011 - April 2012
Principal Financial Group July 2010 - August 2011
Principal Financial Group June 2007 - June 2010
Manpower October 2006 - June 2007
Skills
Social Networking, Social Media, Marketing, Management, Customer Service, Public Relations, Event Planning, Editing, Event Management, Public Speaking, Marketing Strategy, Community Outreach, Microsoft Office, Newsletters, Fundraising, Marketing Communications, Research, Advertising, Non-profits, Nonprofits, Recruiting
Education
Drake University
Bachelor of Arts, International Relations
Universität Salzburg
Mark Vanden Berg Mark Vanden Berg's Principal Financial Group Experience March 2006 - August 2007
Job Accounting, Finance, Operations
Industry Accounting
Experience
Conductix-Wampfler USA September 2012 - Present
Greater Des Moines Habitat for Humanity July 2008 - August 2012
Accountemps October 2007 - July 2008
Principal Financial Group March 2006 - August 2007
AEGON August 2004 - January 2006
Stamats April 2001 - February 2004
MCI August 1997 - February 2001
Education
St. Ambrose University 1998 — 2006
Masters
Westmar University 1993 — 1995
Bachelors
Northwest Iowa Community College 1992 — 1993
Dordt College 1989 — 1990
Conductix-Wampfler USA September 2012 - Present
Greater Des Moines Habitat for Humanity July 2008 - August 2012
Accountemps October 2007 - July 2008
Principal Financial Group March 2006 - August 2007
AEGON August 2004 - January 2006
Stamats April 2001 - February 2004
MCI August 1997 - February 2001
Education
St. Ambrose University 1998 — 2006
Masters
Westmar University 1993 — 1995
Bachelors
Northwest Iowa Community College 1992 — 1993
Dordt College 1989 — 1990
Adam Templeton Adam Templeton's Principal Financial Group Experience May 2011 - January 2014
Job Financial Services Representative & Insurance Agent at Farmers Insurance "Well done is better than well said."
Industry Financial Services
Experience
Farmers Insurance January 2014 - Present
Principal Financial Group May 2011 - January 2014
Tibbets Basketball May 2010 - July 2011
Ehingen/Steeples August 2010 - December 2010
Wakonda Club May 2008 - August 2009
West Bank June 2008 - August 2008
Skills
Insurance, Marketing, Customer Service, Retirement Planning, Time Management, Sales Operations, Banking, Life Insurance, Project Planning, Public Relations, Sales, Leadership, Disability Insurance
Education
Drake University 2007 — 2010
BSBA, Management, Marketing
University of California, Irvine 2005 — 2007
Rapid City Central High School 2001 — 2005
Farmers Insurance January 2014 - Present
Principal Financial Group May 2011 - January 2014
Tibbets Basketball May 2010 - July 2011
Ehingen/Steeples August 2010 - December 2010
Wakonda Club May 2008 - August 2009
West Bank June 2008 - August 2008
Skills
Insurance, Marketing, Customer Service, Retirement Planning, Time Management, Sales Operations, Banking, Life Insurance, Project Planning, Public Relations, Sales, Leadership, Disability Insurance
Education
Drake University 2007 — 2010
BSBA, Management, Marketing
University of California, Irvine 2005 — 2007
Rapid City Central High School 2001 — 2005
Darrell Reeves, MBA Darrell Reeves, MBA's Principal Financial Group Experience October 1996 - March 2002
Job Realtor Associate at Coldwell Banker
Industry Real Estate
Experience
Coldwell Banker January 2014 - Present
Self Employed December 2004 - April 2013
San Francisco Finance July 2002 - April 2013
Principal Financial Group October 1996 - March 2002
North American Title February 1992 - October 1996
Financial Databank February 1990 - February 1992
Safeway 1987 - 1991
Skills
Mortgage Lending, Real Estate, Real Estate Transactions, Management, Investment Properties, First Time Home Buyers, Accounting, Short Sales, Foreclosures, Sellers, Single Family Homes, Buyers, REO, Referrals, Investors
Education
University of Phoenix 2003 — 2005
Master of Business Administration (M.B.A.), Accounting
Saint Mary's College of California 1996 — 1998
Bachelor of Arts (BA), Business Administration and Management, General
Diablo Valley College 1988 — 1991
Associate of Arts (AA), Business
Kaplan University
Real Estate
Coldwell Banker January 2014 - Present
Self Employed December 2004 - April 2013
San Francisco Finance July 2002 - April 2013
Principal Financial Group October 1996 - March 2002
North American Title February 1992 - October 1996
Financial Databank February 1990 - February 1992
Safeway 1987 - 1991
Skills
Mortgage Lending, Real Estate, Real Estate Transactions, Management, Investment Properties, First Time Home Buyers, Accounting, Short Sales, Foreclosures, Sellers, Single Family Homes, Buyers, REO, Referrals, Investors
Education
University of Phoenix 2003 — 2005
Master of Business Administration (M.B.A.), Accounting
Saint Mary's College of California 1996 — 1998
Bachelor of Arts (BA), Business Administration and Management, General
Diablo Valley College 1988 — 1991
Associate of Arts (AA), Business
Kaplan University
Real Estate
Caroline Immel's Principal Financial Group Experience February 2015 - Present
Job Lead Quality Assurance Analyst at Prinicpal Financial Group
Industry Information Technology and Services
Experience
Principal Financial Group February 2015 - Present
Farmers Mutual Hail Insurance February 2014 - January 2015
Farmers Mutual Hail Insurance May 2013 - February 2014
General Dynamics Information Technology March 2013 - May 2013
BCSSI, a Vangent Company December 2011 - March 2013
BCSSI December 2010 - December 2011
Telligen (Formerly Iowa Foundation for Medical Care) May 2007 - August 2010
Skills
Test Automation Tools, Software Quality..., Leading Diverse Teams, Internal Communications, Leading Meetings, QTP, SpiraTest, TestComplete, Microsoft SQL Server, PL/SQL, Employee Training, Software Testing Life..., International Project..., Ad Hoc Reporting, Test Writing, Leading Quality..., Healthcare Software, Java, Microsoft Excel, Outlook, Test Planning, Quality Assurance, Testing, SDLC, Selenium, Software Project..., Quality Center, Waterfall, Data Warehousing, System Testing, HP QTP, Software, Test Cases, Requirements Analysis, Software Documentation, Databases, SQL, Visio
Education
Drake University 2014 — 2017
M.B.A., Business
Iowa State University - College of Business 2006 — 2010
BS, Management Information Systems
Principal Financial Group February 2015 - Present
Farmers Mutual Hail Insurance February 2014 - January 2015
Farmers Mutual Hail Insurance May 2013 - February 2014
General Dynamics Information Technology March 2013 - May 2013
BCSSI, a Vangent Company December 2011 - March 2013
BCSSI December 2010 - December 2011
Telligen (Formerly Iowa Foundation for Medical Care) May 2007 - August 2010
Skills
Test Automation Tools, Software Quality..., Leading Diverse Teams, Internal Communications, Leading Meetings, QTP, SpiraTest, TestComplete, Microsoft SQL Server, PL/SQL, Employee Training, Software Testing Life..., International Project..., Ad Hoc Reporting, Test Writing, Leading Quality..., Healthcare Software, Java, Microsoft Excel, Outlook, Test Planning, Quality Assurance, Testing, SDLC, Selenium, Software Project..., Quality Center, Waterfall, Data Warehousing, System Testing, HP QTP, Software, Test Cases, Requirements Analysis, Software Documentation, Databases, SQL, Visio
Education
Drake University 2014 — 2017
M.B.A., Business
Iowa State University - College of Business 2006 — 2010
BS, Management Information Systems
Amy Cowan Amy Cowan's Principal Financial Group Experience July 2007 - June 2009
Job Retirement Sales Representative at Insperity
Industry Financial Services
Experience
Insperity September 2014 - January 2015
Insperity December 2013 - September 2014
Insperity May 2012 - December 2013
Insperity December 2011 - May 2012
Houston, Texas September 2010 - December 2011
Principal Financial Group July 2007 - June 2009
The GrapeVine 2008 - 2009
Principal Financial Group February 2003 - July 2007
Principal Financial Group January 2002 - February 2003
Skills
Customer Service, Investments, Spanish, Public Speaking, Non-profits, Retirement Planning, Microsoft Office, 401k, Microsoft Excel, Fundraising, PowerPoint, Sales Presentations, Sales Process, Human Resources, Nonprofits, Leadership, Training, Employee Benefits, Sales, Retirement
Education
Drake University 2007 — 2010
Masters, Public Administration
Simpson College 1997 — 2001
B.A, International Management/Spanish
Insperity September 2014 - January 2015
Insperity December 2013 - September 2014
Insperity May 2012 - December 2013
Insperity December 2011 - May 2012
Houston, Texas September 2010 - December 2011
Principal Financial Group July 2007 - June 2009
The GrapeVine 2008 - 2009
Principal Financial Group February 2003 - July 2007
Principal Financial Group January 2002 - February 2003
Skills
Customer Service, Investments, Spanish, Public Speaking, Non-profits, Retirement Planning, Microsoft Office, 401k, Microsoft Excel, Fundraising, PowerPoint, Sales Presentations, Sales Process, Human Resources, Nonprofits, Leadership, Training, Employee Benefits, Sales, Retirement
Education
Drake University 2007 — 2010
Masters, Public Administration
Simpson College 1997 — 2001
B.A, International Management/Spanish
Diamond Ford Diamond Ford's Principal Financial Group Experience June 2012 - October 2012
Job Administrative Assistant at Carrington College
Industry Information Technology and Services
Experience
Carrington College August 2015 - Present
Flextronics December 2012 - August 2015
Principal Financial Group June 2012 - October 2012
Jamba Juice November 2010 - September 2012
Skills
•Mailing documents,..., •Handle customer..., •A hardworking,..., •Use of internet for..., •Strong adapting..., •Provide a high level..., •Establish strong..., Management, Teamwork, Microsoft Office, Microsoft Word, Outlook, Retail, Microsoft Excel, Customer Service, PowerPoint, Team Leadership, Time Management, Sales, Office Management, Training, Social Networking, Social Media, Data Entry, Research, Coaching, Inventory Management, Problem Solving, Leadership, Team Building, Troubleshooting, Customer Retention
Education
DeVry University 2013 — 2015
Bachelor of Science, Bachelor of Science Technical Management, 3.5
Heald College 2011 — 2012
Associate of Arts and Sciences (AAS), Business Administration and Management, General
Insight School of CA 2008 — 2009
High School Diplomas, High School/Secondary Diplomas and Certificates
Carrington College August 2015 - Present
Flextronics December 2012 - August 2015
Principal Financial Group June 2012 - October 2012
Jamba Juice November 2010 - September 2012
Skills
•Mailing documents,..., •Handle customer..., •A hardworking,..., •Use of internet for..., •Strong adapting..., •Provide a high level..., •Establish strong..., Management, Teamwork, Microsoft Office, Microsoft Word, Outlook, Retail, Microsoft Excel, Customer Service, PowerPoint, Team Leadership, Time Management, Sales, Office Management, Training, Social Networking, Social Media, Data Entry, Research, Coaching, Inventory Management, Problem Solving, Leadership, Team Building, Troubleshooting, Customer Retention
Education
DeVry University 2013 — 2015
Bachelor of Science, Bachelor of Science Technical Management, 3.5
Heald College 2011 — 2012
Associate of Arts and Sciences (AAS), Business Administration and Management, General
Insight School of CA 2008 — 2009
High School Diplomas, High School/Secondary Diplomas and Certificates
Blake Weihs Blake Weihs's Principal Financial Group Experience May 2008 - August 2008
Job Patient Access Knowledge Lead at Cerner Corporation
Industry Information Technology and Services
Experience
Cerner Corporation July 2014 - Present
Cerner Corporation October 2013 - Present
Cerner Corporation October 2012 - October 2013
Cerner Corporation June 2010 - December 2012
The Principal Financial Group May 2009 - August 2009
Principal Financial Group May 2008 - August 2008
Willis Auto Campus May 2006 - May 2008
Skills
HTML, Microsoft Office, Photoshop, Visual Basic, Java, iMovie, Customer Relations, Time Management, Excel, PowerPoint, Outlook, Word, Windows, Problem Solving, Team Leadership, Business Analysis, Mac OS X, Windows 7, Recruiting, Access
Education
Drake University 2006 — 2010
Undergraduate, Information Systems and Marketing
Cerner Corporation July 2014 - Present
Cerner Corporation October 2013 - Present
Cerner Corporation October 2012 - October 2013
Cerner Corporation June 2010 - December 2012
The Principal Financial Group May 2009 - August 2009
Principal Financial Group May 2008 - August 2008
Willis Auto Campus May 2006 - May 2008
Skills
HTML, Microsoft Office, Photoshop, Visual Basic, Java, iMovie, Customer Relations, Time Management, Excel, PowerPoint, Outlook, Word, Windows, Problem Solving, Team Leadership, Business Analysis, Mac OS X, Windows 7, Recruiting, Access
Education
Drake University 2006 — 2010
Undergraduate, Information Systems and Marketing
Brigitte Haugen Brigitte Haugen's Principal Financial Group Experience August 2015 - Present
Job New Business Case Coordinator
Industry Insurance
Experience
Principal Financial Group August 2015 - Present
Tech Journey March 2015 - Present
Sodexo April 2014 - Present
Sodexo January 2012 - April 2014
Johnston School District KTC August 2010 - May 2012
Salisbury House & Gardens May 2011 - September 2011
Camp Fire USA April 2009 - August 2010
Drake University August 2008 - March 2010
Drake University September 2006 - March 2010
Victoria's Secret May 2008 - March 2009
Skills
Social Media, Marketing Communications, Social Networking, Retail Marketing, Point of Purchase, Creative Writing, Microsoft Office, Event Planning, Editing, Research, Blogging, Facebook, Newsletters, Community Relations, Copywriting, Copy Editing, Social Media Marketing, AP Style, Press Releases, Writing, PowerPoint, Marketing, Advertising, Leadership, Public Speaking
Education
Drake University 2006 — 2011
2011 graduate with a Bachelor of Arts, Writing
BOLD High School 2002 — 2006
General Studies
Principal Financial Group August 2015 - Present
Tech Journey March 2015 - Present
Sodexo April 2014 - Present
Sodexo January 2012 - April 2014
Johnston School District KTC August 2010 - May 2012
Salisbury House & Gardens May 2011 - September 2011
Camp Fire USA April 2009 - August 2010
Drake University August 2008 - March 2010
Drake University September 2006 - March 2010
Victoria's Secret May 2008 - March 2009
Skills
Social Media, Marketing Communications, Social Networking, Retail Marketing, Point of Purchase, Creative Writing, Microsoft Office, Event Planning, Editing, Research, Blogging, Facebook, Newsletters, Community Relations, Copywriting, Copy Editing, Social Media Marketing, AP Style, Press Releases, Writing, PowerPoint, Marketing, Advertising, Leadership, Public Speaking
Education
Drake University 2006 — 2011
2011 graduate with a Bachelor of Arts, Writing
BOLD High School 2002 — 2006
General Studies
Abby Delaney's Principal Financial Group Experience January 2013 - January 2014
Job PR Account Coordinator at Strategic America
Industry Public Relations and Communications
Experience
Strategic America January 2014 - Present
Principal Financial Group January 2013 - January 2014
Drake University Office of Marketing and Communications September 2012 - December 2012
Clay County Fair May 2011 - September 2012
Skills
Mac/PC Microsoft Word,..., Social Media, Public Speaking, Event Planning, Strategic Public..., Writing, Crisis Communications, Public Relations, InDesign, WordPress, Editing, Advertising, Newsletters, Leadership, HTML, News Writing, Adobe InDesign, Adobe Illustrator, Adobe Photoshop, iMovie, Graphic Design, YouTube, Internal Communications, Media Relations, Strategic Communications, Press Releases, Facebook, AP Style, Blogging
Education
Drake University 2010 — 2013
Bachelor of Arts (B.A.), Public Relations; Marketing & Politics minors
Spencer High School 2006 — 2010
Strategic America January 2014 - Present
Principal Financial Group January 2013 - January 2014
Drake University Office of Marketing and Communications September 2012 - December 2012
Clay County Fair May 2011 - September 2012
Skills
Mac/PC Microsoft Word,..., Social Media, Public Speaking, Event Planning, Strategic Public..., Writing, Crisis Communications, Public Relations, InDesign, WordPress, Editing, Advertising, Newsletters, Leadership, HTML, News Writing, Adobe InDesign, Adobe Illustrator, Adobe Photoshop, iMovie, Graphic Design, YouTube, Internal Communications, Media Relations, Strategic Communications, Press Releases, Facebook, AP Style, Blogging
Education
Drake University 2010 — 2013
Bachelor of Arts (B.A.), Public Relations; Marketing & Politics minors
Spencer High School 2006 — 2010
Alister Huss Alister Huss's Principal Financial Group Experience July 2008 - Present
Job Retire Secure Employee Benefits Specialist at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group July 2008 - Present
Skills
Retirement Planning, Finance, Financial Services, Risk Management, Insurance, Retirement, Investment Strategies, Customer Service, 401k, Qualified Retirement..., Leadership
Education
University of California, Santa Barbara 1999 — 2001
Bachelor of Arts
Diablo Valley College
Associate of Arts
Campolindo High School
Principal Financial Group July 2008 - Present
Skills
Retirement Planning, Finance, Financial Services, Risk Management, Insurance, Retirement, Investment Strategies, Customer Service, 401k, Qualified Retirement..., Leadership
Education
University of California, Santa Barbara 1999 — 2001
Bachelor of Arts
Diablo Valley College
Associate of Arts
Campolindo High School
Gary Karthauser, CLU®, ChFC®, CLF®, Gary Karthauser, CLU®, ChFC®, CLF®,'s Principal Financial Group Experience January 2015 - Present
Job Regional Managing Director at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group January 2015 - Present
Principal Financial Group January 1987 - Present
Principal Financial Group May 1981 - December 1986
Skills
Annuities (Fixed &..., Asset Allocation, Business Continuation..., Business Overhead..., Buy-Sell Agreements, Buy-Sell Review, Charitable Giving, College Funding..., Deferred Compensation, Dental Insurance, Estate Planning, Executive Benefit..., Financial Needs Analysis, Income Protection, Informal Business..., IRAs (Traditional and..., Key Person Insurance, Long-Term Care Insurance, Mutual Funds, Pension Plans, Split Dollar Plans, Supplemental Retirement..., Survivor Income, Tax-Deferred Savings, Term Life Insurance, Universal Life Insurance, Wellness Programs, Wealth Accumulation
Education
The American College
Chartered Leadership Fellow. CLF, Organizational Leadership
The American College
Chartered Life Underwriter. CLU, Life Insurance
The American College
Chartered Financial Consultant. ChFC, Financial Planning and Services
Doane College 1977 — 1981
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Principal Financial Group January 2015 - Present
Principal Financial Group January 1987 - Present
Principal Financial Group May 1981 - December 1986
Skills
Annuities (Fixed &..., Asset Allocation, Business Continuation..., Business Overhead..., Buy-Sell Agreements, Buy-Sell Review, Charitable Giving, College Funding..., Deferred Compensation, Dental Insurance, Estate Planning, Executive Benefit..., Financial Needs Analysis, Income Protection, Informal Business..., IRAs (Traditional and..., Key Person Insurance, Long-Term Care Insurance, Mutual Funds, Pension Plans, Split Dollar Plans, Supplemental Retirement..., Survivor Income, Tax-Deferred Savings, Term Life Insurance, Universal Life Insurance, Wellness Programs, Wealth Accumulation
Education
The American College
Chartered Leadership Fellow. CLF, Organizational Leadership
The American College
Chartered Life Underwriter. CLU, Life Insurance
The American College
Chartered Financial Consultant. ChFC, Financial Planning and Services
Doane College 1977 — 1981
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Michael Borchlewicz Michael Borchlewicz's Principal Financial Group Experience October 1985 - May 1995
Job Finance Attorney at Sherman & Howard L.L.C.
Industry Law Practice
Experience
Sherman & Howard L.L.C. May 1998 - Present
ING May 1995 - August 1996
Principal Financial Group October 1985 - May 1995
Skills
Finance Law, Corporate Finance, Project Finance, Legal Advice, Legal Services, Mergers, Bonds, Credit Facilities, Guarantees, Hedging, Loans, Loan Structuring, Loan Documentation, Syndications, Secured Transactions, Secured Lending, Software Development, Software Project..., Legal Assistance, Finance, Corporate Governance, Mergers & Acquisitions, Credit, Equities, Securities, Due Diligence, Venture Capital, Intellectual Property, Private Equity, Risk Management
Education
University of Colorado School of Law 1996 — 1999
J.D.
Drake University 1987 — 1989
M.B.A.
Iowa State University 1981 — 1985
B.S., Computer Science
Sherman & Howard L.L.C. May 1998 - Present
ING May 1995 - August 1996
Principal Financial Group October 1985 - May 1995
Skills
Finance Law, Corporate Finance, Project Finance, Legal Advice, Legal Services, Mergers, Bonds, Credit Facilities, Guarantees, Hedging, Loans, Loan Structuring, Loan Documentation, Syndications, Secured Transactions, Secured Lending, Software Development, Software Project..., Legal Assistance, Finance, Corporate Governance, Mergers & Acquisitions, Credit, Equities, Securities, Due Diligence, Venture Capital, Intellectual Property, Private Equity, Risk Management
Education
University of Colorado School of Law 1996 — 1999
J.D.
Drake University 1987 — 1989
M.B.A.
Iowa State University 1981 — 1985
B.S., Computer Science
Hillary Gebert's Principal Financial Group Experience March 2015 - Present
Job Media Relations Consultant at Principal Financial Group
Industry Marketing and Advertising
Experience
Principal Financial Group March 2015 - Present
Principal Financial Group August 2013 - March 2015
Aviva USA July 2011 - August 2013
Aviva USA May 2010 - June 2011
Red Oak Communications January 2011 - May 2011
Freestyle Public Relations February 2010 - May 2010
Skills
Marketing Communications, Public Relations, Internal Communications, Copywriting, Editing, Team Building, Social Media, Event Planning, Press Releases, Media Relations, Newsletters, Social Media Marketing, Strategic Communications, Leadership, Email Marketing, Media Planning, Marketing
Education
Drake University 2007 — 2011
BA in Journalism and Mass Communications, PR, marketing, sports and entertainment promotions
Eastview High School 2003 — 2007
Principal Financial Group March 2015 - Present
Principal Financial Group August 2013 - March 2015
Aviva USA July 2011 - August 2013
Aviva USA May 2010 - June 2011
Red Oak Communications January 2011 - May 2011
Freestyle Public Relations February 2010 - May 2010
Skills
Marketing Communications, Public Relations, Internal Communications, Copywriting, Editing, Team Building, Social Media, Event Planning, Press Releases, Media Relations, Newsletters, Social Media Marketing, Strategic Communications, Leadership, Email Marketing, Media Planning, Marketing
Education
Drake University 2007 — 2011
BA in Journalism and Mass Communications, PR, marketing, sports and entertainment promotions
Eastview High School 2003 — 2007
Bob Short's Principal Financial Group Experience May 2011 - March 2013
Job Team Leader Technology Delivery at Wellmark
Industry Insurance
Experience
Wellmark March 2013 - Present
Principal Financial Group May 2011 - March 2013
Principal Financial Group June 2010 - May 2011
Principal Financial Group September 2008 - May 2010
Principal Financial Group July 2006 - September 2008
Principal Financial Group June 2001 - June 2006
Principal Financial Group June 1991 - June 2001
Skills
SDLC, Informatica, Data Warehousing, Architecture, Business Intelligence, ETL, Business Analysis, SQL, Unix, COBOL, Quality Assurance, Data Architecture, Data Migration, Data Modeling, Data Management, DB2, Management, Program Management, Resource Allocation, Team Leadership
Education
Drake University 1987 — 1991
Bachelor of Science, Business Administration and Computer Information Systems
Wellmark March 2013 - Present
Principal Financial Group May 2011 - March 2013
Principal Financial Group June 2010 - May 2011
Principal Financial Group September 2008 - May 2010
Principal Financial Group July 2006 - September 2008
Principal Financial Group June 2001 - June 2006
Principal Financial Group June 1991 - June 2001
Skills
SDLC, Informatica, Data Warehousing, Architecture, Business Intelligence, ETL, Business Analysis, SQL, Unix, COBOL, Quality Assurance, Data Architecture, Data Migration, Data Modeling, Data Management, DB2, Management, Program Management, Resource Allocation, Team Leadership
Education
Drake University 1987 — 1991
Bachelor of Science, Business Administration and Computer Information Systems
Antonio Banuelos Antonio Banuelos's Principal Financial Group Experience September 2004 - March 2007
Job Enterprise Solution Architect at UnityPoint Health
Industry Hospital & Health Care
Experience
UnityPoint Health December 2014 - Present
MAYAN Business Solutions January 2002 - Present
UnityPoint Health March 2007 - December 2014
Principal Financial Group September 2004 - March 2007
Principal Financial Group June 2000 - September 2004
Principal Financial Group May 1998 - June 2000
Principal Financial Group February 1997 - May 1998
The University of Texas at El Paso January 1994 - December 1996
Skills
SAN, IT Strategy, Healthcare IT, Disaster Recovery, Windows, Troubleshooting, Problem Solving, Process Improvement, Operating Systems, Customer Relations, Strategic Planning, Project Planning, Healthcare, Computer Hardware, Enterprise Architecture, Storage, Storage Area Networks, Servers, NAS, High Availability, Cloud Computing, System Administration, Management, Healthcare Information..., Citrix, Team Leadership, Business Intelligence, Data Center, Leadership, NetApp, TSM, Business Continuity, Replication, Customer Service, Fibre Channel, Active Directory, IT Management, Software Documentation, iSCSI, Solaris, Unix, Windows Server, Cisco Technologies, ITIL, Storage Management
Education
Drake University 2000 — 2002
MBA, Management and Finance
The University of Texas at El Paso 1992 — 1997
BSEE, Computer Engineering
UnityPoint Health December 2014 - Present
MAYAN Business Solutions January 2002 - Present
UnityPoint Health March 2007 - December 2014
Principal Financial Group September 2004 - March 2007
Principal Financial Group June 2000 - September 2004
Principal Financial Group May 1998 - June 2000
Principal Financial Group February 1997 - May 1998
The University of Texas at El Paso January 1994 - December 1996
Skills
SAN, IT Strategy, Healthcare IT, Disaster Recovery, Windows, Troubleshooting, Problem Solving, Process Improvement, Operating Systems, Customer Relations, Strategic Planning, Project Planning, Healthcare, Computer Hardware, Enterprise Architecture, Storage, Storage Area Networks, Servers, NAS, High Availability, Cloud Computing, System Administration, Management, Healthcare Information..., Citrix, Team Leadership, Business Intelligence, Data Center, Leadership, NetApp, TSM, Business Continuity, Replication, Customer Service, Fibre Channel, Active Directory, IT Management, Software Documentation, iSCSI, Solaris, Unix, Windows Server, Cisco Technologies, ITIL, Storage Management
Education
Drake University 2000 — 2002
MBA, Management and Finance
The University of Texas at El Paso 1992 — 1997
BSEE, Computer Engineering
Lois Marra Lois Marra's Principal Financial Group Experience May 1985 - March 1997
Job Sales & Marketing at Tanis Aircraft Products
Industry Aviation & Aerospace
Experience
Tanis Aircraft Products July 2014 - Present
Calvin Christian School August 2002 - June 2014
Principal Financial Group May 1985 - March 1997
Skills
Non-profits, Event Planning, Microsoft Word, Team Leadership, Nonprofits, Leadership, Customer Service, Volunteer Management, Outlook, Newsletters, PowerPoint, Editing, System Administration, Fundraising, Microsoft Excel, Social Media, Research, Community Outreach
Education
Dordt College 1982 — 1984
Associate of Arts (AA), Business
Tanis Aircraft Products July 2014 - Present
Calvin Christian School August 2002 - June 2014
Principal Financial Group May 1985 - March 1997
Skills
Non-profits, Event Planning, Microsoft Word, Team Leadership, Nonprofits, Leadership, Customer Service, Volunteer Management, Outlook, Newsletters, PowerPoint, Editing, System Administration, Fundraising, Microsoft Excel, Social Media, Research, Community Outreach
Education
Dordt College 1982 — 1984
Associate of Arts (AA), Business
Brandon Meiers Brandon Meiers's Principal Financial Group Experience 2001 - 2012
Job IT Information Analyst at City of Spokane
Industry Information Technology and Services
Experience
City of Spokane October 2012 - Present
Principal Financial Group 2001 - 2012
DWebware 2003 - 2006
Drake University 2000 - 2001
Drake University 1999 - 2001
Skills
Technical Project..., Java, C, C++, COBOL, JCL, Python, Jython, Perl, Web Development, ColdFusion, Linux, Shell Scripting, Unix, Windows, Mac OS X, Relational Databases, JavaScript, SQL, XML, CSS
Education
Drake University 1999 — 2001
BS, Computer Science
University of Idaho 1997 — 1999
Computer Science
City of Spokane October 2012 - Present
Principal Financial Group 2001 - 2012
DWebware 2003 - 2006
Drake University 2000 - 2001
Drake University 1999 - 2001
Skills
Technical Project..., Java, C, C++, COBOL, JCL, Python, Jython, Perl, Web Development, ColdFusion, Linux, Shell Scripting, Unix, Windows, Mac OS X, Relational Databases, JavaScript, SQL, XML, CSS
Education
Drake University 1999 — 2001
BS, Computer Science
University of Idaho 1997 — 1999
Computer Science
Adam Hoelscher Adam Hoelscher's Principal Financial Group Experience July 2005 - May 2008
Job Associate of the Society of Actuaries at Mercer Health & Benefits
Industry Financial Services
Experience
Mercer May 2008 - Present
Alpha Kappa Psi February 2009 - February 2011
Principal Financial Group July 2005 - May 2008
Skills
Data Analysis, Financial Analysis, Microsoft Excel, R, Access, Finance, Health Insurance, Microsoft Office, Financial Reporting, Excel, Data Warehousing, SQL, SAS, Python, Visual Basic, Java, Cognos, Analysis, Strategy
Education
Drake University 2001 — 2005
BSBA, AA, Actuarial Science, Mathematics
Mercer May 2008 - Present
Alpha Kappa Psi February 2009 - February 2011
Principal Financial Group July 2005 - May 2008
Skills
Data Analysis, Financial Analysis, Microsoft Excel, R, Access, Finance, Health Insurance, Microsoft Office, Financial Reporting, Excel, Data Warehousing, SQL, SAS, Python, Visual Basic, Java, Cognos, Analysis, Strategy
Education
Drake University 2001 — 2005
BSBA, AA, Actuarial Science, Mathematics
Gül Branco's Principal Financial Group Experience October 2007 - October 2008
Job Transforming lives through ethical leadership, entrepreneurship, innovation and economic empowerment.
Industry Higher Education
Experience
University of Maryland January 2014 - Present
Montgomery College October 2012 - January 2014
Goldman Sachs 10,000 Small Businesses April 2012 - October 2012
Delgado Community College January 2010 - October 2012
Principal Financial Group October 2007 - October 2008
Merrill Lynch December 2005 - July 2007
IAC May 1998 - November 2005
CarMax November 1994 - April 1998
Skills
Higher Education, Teaching, Adult Education, Entrepreneurship, Business Development..., Growth Strategies, Innovation, Public Speaking, Strategic Partner..., Performance Improvement, Training Leadership, Networking, Negotiation, Instructional Design, Program Development, Strategic Planning, Cross Cultural..., Non-profits, Curriculum Design, Research, Statistics, Microsoft Office, Program Management, Team Building, Business Planning, Nonprofits, Leadership, Training, Management
Education
Notre Dame de Namur University 2005 — 2007
MBA, Marketing, 3.85
Dokuz Eylül Üniversitesi 1986 — 1990
Bachelor of Arts (B.A.), Public Administration
University of Maryland University College
University of Maryland January 2014 - Present
Montgomery College October 2012 - January 2014
Goldman Sachs 10,000 Small Businesses April 2012 - October 2012
Delgado Community College January 2010 - October 2012
Principal Financial Group October 2007 - October 2008
Merrill Lynch December 2005 - July 2007
IAC May 1998 - November 2005
CarMax November 1994 - April 1998
Skills
Higher Education, Teaching, Adult Education, Entrepreneurship, Business Development..., Growth Strategies, Innovation, Public Speaking, Strategic Partner..., Performance Improvement, Training Leadership, Networking, Negotiation, Instructional Design, Program Development, Strategic Planning, Cross Cultural..., Non-profits, Curriculum Design, Research, Statistics, Microsoft Office, Program Management, Team Building, Business Planning, Nonprofits, Leadership, Training, Management
Education
Notre Dame de Namur University 2005 — 2007
MBA, Marketing, 3.85
Dokuz Eylül Üniversitesi 1986 — 1990
Bachelor of Arts (B.A.), Public Administration
University of Maryland University College
Kelcey Krings's Principal Financial Group Experience January 2014 - Present
Job District Sales Manager Broker Partnerships
Industry Insurance
Experience
Aflac January 2015 - Present
Principal Financial Group January 2014 - Present
Aflac May 2004 - July 2013
Aflac January 2002 - July 2013
Skills
Fixed Annuities, 401k, 403 b, SEP IRA, Variable Annuities, Business Continuation, Business Overhead..., Buy-sell Agreements, Charitable Gift Planning, College Funding..., Deferred Compensation, Dental Insurance, Disability Insurance, Estate Planning, Executive Benefit..., Income Protection, Roth IRA, Simple IRA, Key Person Insurance, Long-term Care, Mutual Funds, Individual Pension Plans, Survivor Income, Term Life Insurance, Universal Life, Employee Wellness..., Wealth Accumulation
Education
Doane College 1996 — 2000
Bachelor's Degree, Organizational Communications
Columbus Scotus Central Catholic High 1992 — 1996
General Studies
Aflac January 2015 - Present
Principal Financial Group January 2014 - Present
Aflac May 2004 - July 2013
Aflac January 2002 - July 2013
Skills
Fixed Annuities, 401k, 403 b, SEP IRA, Variable Annuities, Business Continuation, Business Overhead..., Buy-sell Agreements, Charitable Gift Planning, College Funding..., Deferred Compensation, Dental Insurance, Disability Insurance, Estate Planning, Executive Benefit..., Income Protection, Roth IRA, Simple IRA, Key Person Insurance, Long-term Care, Mutual Funds, Individual Pension Plans, Survivor Income, Term Life Insurance, Universal Life, Employee Wellness..., Wealth Accumulation
Education
Doane College 1996 — 2000
Bachelor's Degree, Organizational Communications
Columbus Scotus Central Catholic High 1992 — 1996
General Studies
Jane Keairns's Principal Financial Group Experience October 2014 - Present
Job
Industry Financial Services
Experience
Principal Financial Group October 2014 - Present
Principal Financial Group April 2001 - October 2014
Microware Systems Corp. (NASDAQ: MWAR) Now Radisys 2000 - 2001
JBSi / Computer Support 1997 - 1999
Skills
Strategic Communications, Corporate Communications, Public Relations, Leadership, Internal Communications, Marketing, Marketing Communications, Integrated Marketing, Social Media Marketing, Digital Marketing, Social Media, Email Marketing, Copywriting, Web Content Management, Crisis Communications, User Experience, User-centered Design, Agile Methodologies
Education
Drake University 2000 — 2003
MA, Integrated Corporate Communications
University of Northern Iowa 1989 — 1993
BA, PR/Mass Communication
Principal Financial Group October 2014 - Present
Principal Financial Group April 2001 - October 2014
Microware Systems Corp. (NASDAQ: MWAR) Now Radisys 2000 - 2001
JBSi / Computer Support 1997 - 1999
Skills
Strategic Communications, Corporate Communications, Public Relations, Leadership, Internal Communications, Marketing, Marketing Communications, Integrated Marketing, Social Media Marketing, Digital Marketing, Social Media, Email Marketing, Copywriting, Web Content Management, Crisis Communications, User Experience, User-centered Design, Agile Methodologies
Education
Drake University 2000 — 2003
MA, Integrated Corporate Communications
University of Northern Iowa 1989 — 1993
BA, PR/Mass Communication
Jeff Bonin's Principal Financial Group Experience 1991 - 1996
Job Marketing and Business Development Executive
Industry Computer Software
Experience
ADT May 2014 - Present
JAB Consulting Solutions March 2011 - Present
Alticast, Inc. June 2006 - March 2011
Vidiom Systems, Inc. September 2002 - June 2006
SNAP2 Corporation 2000 - 2002
Microware Systems Corporation 1996 - 1999
Principal Financial Group 1991 - 1996
Skills
Product Management, Interactive TV, Consumer Electronics, Set Top Box, Strategic Partnerships, Start-ups, Strategy, New Business Development, Business Development, IPTV, Digital TV, Embedded Systems, Strategic Planning, IOT, Home Automation, Telecommunications, Mobile Devices, Leadership
Education
Drake University 1988 — 1992
BS
ADT May 2014 - Present
JAB Consulting Solutions March 2011 - Present
Alticast, Inc. June 2006 - March 2011
Vidiom Systems, Inc. September 2002 - June 2006
SNAP2 Corporation 2000 - 2002
Microware Systems Corporation 1996 - 1999
Principal Financial Group 1991 - 1996
Skills
Product Management, Interactive TV, Consumer Electronics, Set Top Box, Strategic Partnerships, Start-ups, Strategy, New Business Development, Business Development, IPTV, Digital TV, Embedded Systems, Strategic Planning, IOT, Home Automation, Telecommunications, Mobile Devices, Leadership
Education
Drake University 1988 — 1992
BS
Claudia Schabel's Principal Financial Group Experience January 2007 - November 2010
Job Organizational Vibrancy ChampionDuPont
Industry Biotechnology
Experience
DuPont Pioneer November 2010 - Present
Principal Financial Group January 2007 - November 2010
Alianza 2007 - July 2010
Principal Financial Group 2005 - 2010
Principal Financial Group October 2005 - January 2007
The Iowa Council for International February 2004 - September 2005
Skills
Talent Acquisition, Leadership, Sourcing, Recruiting, Employee Engagement, Career Counseling, Human Resources, Management, Public Speaking, Grants, Leadership Development, Nonprofits, Program Management, Diversity & Inclusion, Fundraising, Strategic Planning, Hiring, Mergers & Acquisitions, Talent Management, Succession Planning, Marketing Strategy, Process Improvement, Consulting, Spanish, Interviews, Market Research, International Relations, Training, Public Relations, Organizational..., Event Planning, Team Building, Marketing, Performance Management, Research, Microsoft Office, Higher Education, Community Outreach, Finance, HR Policies
Education
Drake University 2001 — 2003
BA, International Relations
DuPont Pioneer November 2010 - Present
Principal Financial Group January 2007 - November 2010
Alianza 2007 - July 2010
Principal Financial Group 2005 - 2010
Principal Financial Group October 2005 - January 2007
The Iowa Council for International February 2004 - September 2005
Skills
Talent Acquisition, Leadership, Sourcing, Recruiting, Employee Engagement, Career Counseling, Human Resources, Management, Public Speaking, Grants, Leadership Development, Nonprofits, Program Management, Diversity & Inclusion, Fundraising, Strategic Planning, Hiring, Mergers & Acquisitions, Talent Management, Succession Planning, Marketing Strategy, Process Improvement, Consulting, Spanish, Interviews, Market Research, International Relations, Training, Public Relations, Organizational..., Event Planning, Team Building, Marketing, Performance Management, Research, Microsoft Office, Higher Education, Community Outreach, Finance, HR Policies
Education
Drake University 2001 — 2003
BA, International Relations
Ron Safarik's Principal Financial Group Experience 1990 - 1997
Job VP Participant Services
Industry Insurance
Experience
Fringe Benefit Group September 2008 - Present
ronsafarik.com 2004 - Present
American Enterprise Group 2004 - July 2008
World Insurance Co. February 2000 - January 2004
Cap Gemini Sogeti February 2000 - April 2001
Sogeti USA LLC 2000 - 2001
conseco 1997 - 2000
Principal Financial Group 1990 - 1997
Farm Bureau Financial Services 1986 - 1990
Skills
Strategic Planning, Employee Benefits, Mergers, Project Planning, Insurance, Health Insurance, Healthcare, Team Building, Product Development, Process Improvement, New Business Development, Leadership, Risk Management, Call Centers, Mergers & Acquisitions, Marketing, Budgets, Customer Service, Vendor Management, Project Portfolio..., Change Management, Business Process..., Project Management, Business Intelligence, Sales, Management, Product Management, Market Research, Cross-functional Team..., Life Insurance, Business Analysis, Program Management, Account Management, Analysis, Disability Insurance, Fixed Annuities, Term Life Insurance, Sales Management, Long-term Care, Business Development, Strategy, Consulting, Medicare, Health Savings Accounts, Brokers, 401k, Integration, Strategic Partnerships, Retirement
Education
Doane College 1980 — 1984
Bachelor of Arts (B.A.)
Fringe Benefit Group September 2008 - Present
ronsafarik.com 2004 - Present
American Enterprise Group 2004 - July 2008
World Insurance Co. February 2000 - January 2004
Cap Gemini Sogeti February 2000 - April 2001
Sogeti USA LLC 2000 - 2001
conseco 1997 - 2000
Principal Financial Group 1990 - 1997
Farm Bureau Financial Services 1986 - 1990
Skills
Strategic Planning, Employee Benefits, Mergers, Project Planning, Insurance, Health Insurance, Healthcare, Team Building, Product Development, Process Improvement, New Business Development, Leadership, Risk Management, Call Centers, Mergers & Acquisitions, Marketing, Budgets, Customer Service, Vendor Management, Project Portfolio..., Change Management, Business Process..., Project Management, Business Intelligence, Sales, Management, Product Management, Market Research, Cross-functional Team..., Life Insurance, Business Analysis, Program Management, Account Management, Analysis, Disability Insurance, Fixed Annuities, Term Life Insurance, Sales Management, Long-term Care, Business Development, Strategy, Consulting, Medicare, Health Savings Accounts, Brokers, 401k, Integration, Strategic Partnerships, Retirement
Education
Doane College 1980 — 1984
Bachelor of Arts (B.A.)
Bryan Frischer's Principal Financial Group Experience May 1987 - May 1990
Job Advisor, Project Management at CVS Health
Industry Information Technology and Services
Experience
CVS Health June 2015 - Present
Walgreens Company December 2006 - June 2014
Blue Cross Blue Shield Association September 2003 - November 2006
XOR, Inc. January 1997 - January 2001
Hewitt Associates May 1990 - May 1996
Principal Financial Group May 1987 - May 1990
Skills
Data Warehousing, Business Intelligence, Business Process, Analytics, Management, Analysis, Data Analysis, Software Development, SDLC, Business Analysis, Vendor Management, Requirements Analysis, Process Improvement, Software Project..., Program Management, Business Process..., Requirements Gathering, Cross-functional Team..., Project Management
Education
Northwestern University - Kellogg School of Management 1990 — 1995
Master of Business Administration (MBA), Finance, Marketing
Drake University 1983 — 1987
B.S.B.A, Computer Information Systems
CVS Health June 2015 - Present
Walgreens Company December 2006 - June 2014
Blue Cross Blue Shield Association September 2003 - November 2006
XOR, Inc. January 1997 - January 2001
Hewitt Associates May 1990 - May 1996
Principal Financial Group May 1987 - May 1990
Skills
Data Warehousing, Business Intelligence, Business Process, Analytics, Management, Analysis, Data Analysis, Software Development, SDLC, Business Analysis, Vendor Management, Requirements Analysis, Process Improvement, Software Project..., Program Management, Business Process..., Requirements Gathering, Cross-functional Team..., Project Management
Education
Northwestern University - Kellogg School of Management 1990 — 1995
Master of Business Administration (MBA), Finance, Marketing
Drake University 1983 — 1987
B.S.B.A, Computer Information Systems
Patti Johnson's Principal Financial Group Experience March 2011 - Present
Job Assistant Director Marketing at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group March 2011 - Present
Principal Financial Group June 2005 - March 2011
American Century Investments March 2002 - June 2005
American Century Investments March 2000 - March 2002
American Century Investments January 1999 - March 2000
American Management Association November 1997 - January 1999
Skills
Direct Marketing, Marketing Strategy, Integrated Marketing, Email Marketing, Training, Strategic Planning, Marketing, Marketing Communications, Strategic Communications, Public Speaking, Investments, Corporate Communications, 401k, Series 6, Retirement, Strategy, Leadership
Education
University of Northern Iowa 1994 — 1995
Master of Arts, Communication
Dordt College 1987 — 1991
Bachelor of Arts (B.A.), Communication Arts
Principal Financial Group March 2011 - Present
Principal Financial Group June 2005 - March 2011
American Century Investments March 2002 - June 2005
American Century Investments March 2000 - March 2002
American Century Investments January 1999 - March 2000
American Management Association November 1997 - January 1999
Skills
Direct Marketing, Marketing Strategy, Integrated Marketing, Email Marketing, Training, Strategic Planning, Marketing, Marketing Communications, Strategic Communications, Public Speaking, Investments, Corporate Communications, 401k, Series 6, Retirement, Strategy, Leadership
Education
University of Northern Iowa 1994 — 1995
Master of Arts, Communication
Dordt College 1987 — 1991
Bachelor of Arts (B.A.), Communication Arts
Dawn Stoppelmoor's Principal Financial Group Experience June 1990 - June 1998
Job Sr Consultant, Business Development at Nationwide Insurance
Industry Insurance
Experience
Cado Motus USA January 2015 - Present
Nationwide Insurance August 2014 - Present
Nationwide Insurance April 2005 - August 2014
Nationwide Insurance September 2004 - February 2005
Nationwide Insurance April 2004 - August 2004
Nationwide Insurance June 1998 - May 2004
Principal Financial Group June 1990 - June 1998
Skills
Business Analysis, Project Management, Strategy, Integration, Management, Business Process, Change Management, Product Development, Leadership, Start-ups, Business Strategy, Strategic Planning, Team Building, Analysis, Business Planning
Education
Drake University
Masters, MBA
Loras College
Bachelor, Management Information Systems
Cado Motus USA January 2015 - Present
Nationwide Insurance August 2014 - Present
Nationwide Insurance April 2005 - August 2014
Nationwide Insurance September 2004 - February 2005
Nationwide Insurance April 2004 - August 2004
Nationwide Insurance June 1998 - May 2004
Principal Financial Group June 1990 - June 1998
Skills
Business Analysis, Project Management, Strategy, Integration, Management, Business Process, Change Management, Product Development, Leadership, Start-ups, Business Strategy, Strategic Planning, Team Building, Analysis, Business Planning
Education
Drake University
Masters, MBA
Loras College
Bachelor, Management Information Systems
Tim Roetman's Principal Financial Group Experience November 2010 - Present
Job Experienced Professional
Industry Financial Services
Experience
Principal Financial Group November 2010 - Present
Principal Financial Group July 2009 - November 2010
Principal Financial Group September 2004 - July 2009
Education
Drake University 1998 — 2001
MBA
Dordt College 1991 — 1995
Bachelor of Arts, Business Administration
Principal Financial Group November 2010 - Present
Principal Financial Group July 2009 - November 2010
Principal Financial Group September 2004 - July 2009
Education
Drake University 1998 — 2001
MBA
Dordt College 1991 — 1995
Bachelor of Arts, Business Administration
Daniel Stevenson's Principal Financial Group Experience 1995 - 1996
Job Trainer and Instructional Designer, Physician Services at Catholic Health Initiatives
Industry Human Resources
Experience
Catholic Health Initiatives 2013 - Present
Music Under The Stars 2002 - Present
Des Moines Musicians' Association 2002 - Present
Allscripts Healthcare Solutions 2005 - 2012
Interstate Batteries Franchising and Development 1996 - 2002
Principal Financial Group 1995 - 1996
Skills
Project Management, Marketing, Public Speaking, Teaching, Account Management, Leadership, E-Learning, Microsoft Office, Instructional Design, Leadership Development, Strategic Planning, Team Building, Fundraising, Organizational..., Training, Management, Consulting, Program Management, Event Planning, Software Documentation, Process Improvement
Education
Drake University
Bachelor of Music Education
Roosevelt High School
Catholic Health Initiatives 2013 - Present
Music Under The Stars 2002 - Present
Des Moines Musicians' Association 2002 - Present
Allscripts Healthcare Solutions 2005 - 2012
Interstate Batteries Franchising and Development 1996 - 2002
Principal Financial Group 1995 - 1996
Skills
Project Management, Marketing, Public Speaking, Teaching, Account Management, Leadership, E-Learning, Microsoft Office, Instructional Design, Leadership Development, Strategic Planning, Team Building, Fundraising, Organizational..., Training, Management, Consulting, Program Management, Event Planning, Software Documentation, Process Improvement
Education
Drake University
Bachelor of Music Education
Roosevelt High School
Ben Lors's Principal Financial Group Experience June 2000 - July 2012
Job Supervisor Systems Engineering at John Deere
Industry Information Technology and Services
Experience
John Deere July 2012 - Present
Principal Financial Group June 2000 - July 2012
State of South Dakota May 1998 - May 2000
ABC Computers, Plus 1996 - 1998
Education
Northwestern College 1996 — 2000
Bachelor of Arts, Accounting, Computer Science
Drake University
Masters, Business Administration
John Deere July 2012 - Present
Principal Financial Group June 2000 - July 2012
State of South Dakota May 1998 - May 2000
ABC Computers, Plus 1996 - 1998
Education
Northwestern College 1996 — 2000
Bachelor of Arts, Accounting, Computer Science
Drake University
Masters, Business Administration
Carrie Morton's Principal Financial Group Experience November 2004 - Present
Job Actuary Corporate at Principal Financial Group
Industry Insurance
Experience
Principal Financial Group November 2004 - Present
Perfect 10 Actuarial Seminars September 2004 - September 2006
A Student's Guide to 8i June 2002 - June 2006
State Farm Insurance June 1998 - November 2004
Skills
Risk Management, Actuarial, Financial Reporting, Financial Modeling, Insurance, Actuarial Science, Fixed Annuities, General Insurance, Investments, Financial Analysis
Education
Doane College 1994 — 1998
BS, Mathematics
Principal Financial Group November 2004 - Present
Perfect 10 Actuarial Seminars September 2004 - September 2006
A Student's Guide to 8i June 2002 - June 2006
State Farm Insurance June 1998 - November 2004
Skills
Risk Management, Actuarial, Financial Reporting, Financial Modeling, Insurance, Actuarial Science, Fixed Annuities, General Insurance, Investments, Financial Analysis
Education
Doane College 1994 — 1998
BS, Mathematics
Chris Basse's Principal Financial Group Experience 2003 - 2006
Job Client Relationship Manager
Industry Financial Services
Experience
Cornerstone Retirement Advisors, LLC January 2014 - Present
Great-West Retirement Services November 2007 - February 2013
Thorbahn Associates 2006 - 2007
Principal Financial Group 2003 - 2006
Putnam Investments 1996 - 2002
Skills
Retirement, Retirement Planning, 401k, Series 6, Pensions, Series 63, Insurance, Financial Services, FINRA, Mutual Funds, ERISA, Investments, Defined Benefit, Series 7
Education
Dickinson College 1989 — 1993
Bachelor of Arts, Spanish
Tabor Academy 1985 — 1989
Cornerstone Retirement Advisors, LLC January 2014 - Present
Great-West Retirement Services November 2007 - February 2013
Thorbahn Associates 2006 - 2007
Principal Financial Group 2003 - 2006
Putnam Investments 1996 - 2002
Skills
Retirement, Retirement Planning, 401k, Series 6, Pensions, Series 63, Insurance, Financial Services, FINRA, Mutual Funds, ERISA, Investments, Defined Benefit, Series 7
Education
Dickinson College 1989 — 1993
Bachelor of Arts, Spanish
Tabor Academy 1985 — 1989
Joey Beech's Principal Financial Group Experience February 2011 - September 2012
Job Executive Director at Ankeny Economic Development Corporation
Industry Nonprofit Organization Management
Experience
Ankeny Economic Development Corporation September 2012 - Present
Principal Financial Group February 2011 - September 2012
Principal Financial Group March 1993 - February 2011
Nationwide Insurance 2004 - 2005
Principal Financial Group 1994 - 2004
Skills
Insurance, Program Management, Risk Management, Marketing, Process Improvement, Financial Services, Leadership, Health Insurance, Employee Benefits, Strategic Planning, Business Analysis, Customer Service, Management, Strategy, Investments, Vendor Management
Education
University of Minnesota-Twin Cities 1988 — 1990
Drake University 1992 — 1993
MDA
The American College 1993 — 2012
CLU, Insurance and Financial Services
Ankeny Economic Development Corporation September 2012 - Present
Principal Financial Group February 2011 - September 2012
Principal Financial Group March 1993 - February 2011
Nationwide Insurance 2004 - 2005
Principal Financial Group 1994 - 2004
Skills
Insurance, Program Management, Risk Management, Marketing, Process Improvement, Financial Services, Leadership, Health Insurance, Employee Benefits, Strategic Planning, Business Analysis, Customer Service, Management, Strategy, Investments, Vendor Management
Education
University of Minnesota-Twin Cities 1988 — 1990
Drake University 1992 — 1993
MDA
The American College 1993 — 2012
CLU, Insurance and Financial Services
Bethany Mandes's Principal Financial Group Experience March 2012 - Present
Job Employee Benefits Account Management
Industry Insurance
Experience
Principal Financial Group March 2012 - Present
Sun Life Financial January 2005 - September 2011
Unum May 1997 - September 2004
Skills
Benefits, Group Benefits, Employee Benefits, Benefits Communication, Benefits Administration, Disability Insurance, Insurance, Life Insurance, Health Insurance
Education
Dickinson College 1987 — 1991
Bachelor of Arts, History
Principal Financial Group March 2012 - Present
Sun Life Financial January 2005 - September 2011
Unum May 1997 - September 2004
Skills
Benefits, Group Benefits, Employee Benefits, Benefits Communication, Benefits Administration, Disability Insurance, Insurance, Life Insurance, Health Insurance
Education
Dickinson College 1987 — 1991
Bachelor of Arts, History
Joel Lown, CUA's Principal Financial Group Experience March 2014 - Present
Job UI/UX Designer, Lead at Principal Financial Group
Industry Insurance
Experience
Principal Financial Group March 2014 - Present
Principal Financial Group September 2013 - March 2014
Principal Financial Group August 2012 - September 2013
ING 2005 - August 2012
Skills
Marketing, Customer Service, Public Speaking, Social Media, Insurance, Fixed Annuities, Microsoft Office, Advertising, Web Design, Web Interface Design, Information Architecture, Wireframes, Interaction Design, Research, Usability Testing, CSS, HTML 5, User Experience, jQuery, Accessibility, HTML, Adobe Creative Suite, Bootstrap, UX, Dreamweaver, Graphic Design, User Interface Design, SEO, Web Development, Photography, Usability, User-centered Design
Education
Drake University 1998 — 2002
BA, Journalism and Mass Communications
Creston High School 1994 — 1998
High School Diploma, general
Principal Financial Group March 2014 - Present
Principal Financial Group September 2013 - March 2014
Principal Financial Group August 2012 - September 2013
ING 2005 - August 2012
Skills
Marketing, Customer Service, Public Speaking, Social Media, Insurance, Fixed Annuities, Microsoft Office, Advertising, Web Design, Web Interface Design, Information Architecture, Wireframes, Interaction Design, Research, Usability Testing, CSS, HTML 5, User Experience, jQuery, Accessibility, HTML, Adobe Creative Suite, Bootstrap, UX, Dreamweaver, Graphic Design, User Interface Design, SEO, Web Development, Photography, Usability, User-centered Design
Education
Drake University 1998 — 2002
BA, Journalism and Mass Communications
Creston High School 1994 — 1998
High School Diploma, general
Jake Holtrop's Principal Financial Group Experience June 2008 - July 2012
Job Research Associate at Alliance Investment Management LLC
Industry Financial Services
Experience
Alliance Investment Management LLC September 2014 - Present
Principal Global Investors March 2014 - August 2014
Principal Global Investors March 2012 - March 2014
Principal Financial Group June 2008 - July 2012
Plante & Moran May 2008 - June 2008
Macatawa Bank May 2007 - August 2007
Macatawa Bank May 2006 - August 2006
Education
Dordt College 2004 — 2008
Business Administration, Finance, Marketing
Unity Christian High School 2000 — 2004
Alliance Investment Management LLC September 2014 - Present
Principal Global Investors March 2014 - August 2014
Principal Global Investors March 2012 - March 2014
Principal Financial Group June 2008 - July 2012
Plante & Moran May 2008 - June 2008
Macatawa Bank May 2007 - August 2007
Macatawa Bank May 2006 - August 2006
Education
Dordt College 2004 — 2008
Business Administration, Finance, Marketing
Unity Christian High School 2000 — 2004
Shishir Shah's Principal Financial Group Experience July 2014 - January 2015
Job Solutions Architect at Sabre Corporation
Industry Information Technology and Services
Experience
Sabre Corporation January 2015 - Present
Principal Financial Group July 2014 - January 2015
Medica (UnitedHealth Group) January 2012 - July 2014
Principal Financial Group May 2010 - January 2012
Iowa Workforce Development January 2008 - May 2010
Yash Technologies April 2004 - December 2007
Skills
Agile Methodologies, Rational Rose..., Core Java, Java Enterprise Edition, Java Enterprise..., SOA, RESTful WebServices, Struts, Hibernate 3.1, JPA, Oracle SQL, DB2, Microsoft SQL Server, WebSphere Portal, JSR 168, WebSphere Application..., GWT, RAD, Spring, Leadership, SDLC, Java, Requirements Analysis, SQL, Servlets, Spring Framework, Websphere, Hibernate
Education
Carlson School of Management 2011 — 2013
MBA, IT/Finance
Dharmsinh Desai Institute of Technology 1999 — 2003
Sabre Corporation January 2015 - Present
Principal Financial Group July 2014 - January 2015
Medica (UnitedHealth Group) January 2012 - July 2014
Principal Financial Group May 2010 - January 2012
Iowa Workforce Development January 2008 - May 2010
Yash Technologies April 2004 - December 2007
Skills
Agile Methodologies, Rational Rose..., Core Java, Java Enterprise Edition, Java Enterprise..., SOA, RESTful WebServices, Struts, Hibernate 3.1, JPA, Oracle SQL, DB2, Microsoft SQL Server, WebSphere Portal, JSR 168, WebSphere Application..., GWT, RAD, Spring, Leadership, SDLC, Java, Requirements Analysis, SQL, Servlets, Spring Framework, Websphere, Hibernate
Education
Carlson School of Management 2011 — 2013
MBA, IT/Finance
Dharmsinh Desai Institute of Technology 1999 — 2003
Stacy Hoppes's Principal Financial Group Experience June 2002 - December 2010
Job Underwriter at Principal Financial Group
Industry Insurance
Experience
Principal Financial Group June 2002 - December 2010
Great Western Bank June 2001 - June 2002
Education
Doane College 2004 — 2006
Central Community College 2000 — 2002
Associate's, Business
Principal Financial Group June 2002 - December 2010
Great Western Bank June 2001 - June 2002
Education
Doane College 2004 — 2006
Central Community College 2000 — 2002
Associate's, Business
TIMOTHY MCPARLAND's Principal Financial Group Experience June 2008 - Present
Job Senior Financial Advisor at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group June 2008 - Present
FIDELITY INVESTMENTS 1993 - May 2008
AT&T 1987 - 1993
Education
Dowling College 1989 — 1991
MBA, economics
University of South Florida 1985 — 1987
BA, economics
University of South Florida 1985 — 1987
BA, economics
Principal Financial Group June 2008 - Present
FIDELITY INVESTMENTS 1993 - May 2008
AT&T 1987 - 1993
Education
Dowling College 1989 — 1991
MBA, economics
University of South Florida 1985 — 1987
BA, economics
University of South Florida 1985 — 1987
BA, economics
Alex Carges's Principal Financial Group Experience September 2005 - April 2006
Job FCAS, Assistant Actuary at The Hartford
Industry Insurance
Experience
The Hartford September 2013 - Present
Allied World Assurance February 2013 - September 2013
Allied World Assurance January 2012 - February 2013
The Hartford March 2011 - December 2011
The Hartford January 2009 - May 2011
The Hartford July 2007 - December 2008
The Hartford May 2006 - August 2006
Principal Financial Group September 2005 - April 2006
Principal Financial Group May 2005 - August 2005
Skills
Insurance, Actuarial Science, Reinsurance, Workers Compensation, Commercial Lines, Claim, Professional Liability, Pricing, Analysis, Underwriting, Analytics, Property & Casualty..., General Insurance, Casualty
Education
Drake University 2003 — 2007
Bachelor's of Business Administration, Majors in Actuarial Science, Quantitative Economics; Minor in Math; Concentration in Insurance
The Hartford September 2013 - Present
Allied World Assurance February 2013 - September 2013
Allied World Assurance January 2012 - February 2013
The Hartford March 2011 - December 2011
The Hartford January 2009 - May 2011
The Hartford July 2007 - December 2008
The Hartford May 2006 - August 2006
Principal Financial Group September 2005 - April 2006
Principal Financial Group May 2005 - August 2005
Skills
Insurance, Actuarial Science, Reinsurance, Workers Compensation, Commercial Lines, Claim, Professional Liability, Pricing, Analysis, Underwriting, Analytics, Property & Casualty..., General Insurance, Casualty
Education
Drake University 2003 — 2007
Bachelor's of Business Administration, Majors in Actuarial Science, Quantitative Economics; Minor in Math; Concentration in Insurance
Jim Dilley's Principal Financial Group Experience January 2000 - January 2004
Job Resource Converting; up cycling towards energy independence, a cleaner planet, and feeding the world.
Industry Biotechnology
Experience
Resource Converting, LLC (RCI) January 2013 - Present
Proforma Pick-A-Dilley January 2004 - Present
Principal Financial Group January 2000 - January 2004
Proliant January 1997 - January 2000
Pioneer Hi-Bred International 1995 - 1997
Sprint 1990 - 1995
Yellow Freight System, Inc. 1985 - 1990
Skills
Budgets, Human Resources, Leadership, Recruiting, Strategic Planning, Team Leadership, Customer Service, Sales
Education
Drake University 1980 — 1983
MS, Business and Human Resources
Drake University 1976 — 1980
BA, Business, Human Resources
Lincoln High School 1972 — 1975
Resource Converting, LLC (RCI) January 2013 - Present
Proforma Pick-A-Dilley January 2004 - Present
Principal Financial Group January 2000 - January 2004
Proliant January 1997 - January 2000
Pioneer Hi-Bred International 1995 - 1997
Sprint 1990 - 1995
Yellow Freight System, Inc. 1985 - 1990
Skills
Budgets, Human Resources, Leadership, Recruiting, Strategic Planning, Team Leadership, Customer Service, Sales
Education
Drake University 1980 — 1983
MS, Business and Human Resources
Drake University 1976 — 1980
BA, Business, Human Resources
Lincoln High School 1972 — 1975
Deborah Moore's Principal Financial Group Experience October 2008 - April 2010
Job Lead IT Analyst at Exelon
Industry Information Technology and Services
Experience
Exelon November 2012 - Present
Aviva plc April 2011 - November 2012
Aviva plc September 2010 - March 2011
N/A April 2010 - September 2010
Principal Financial Group October 2008 - April 2010
Principal Financial Group April 2000 - October 2008
Principal Financial Group November 1989 - April 2000
Skills
Process Improvement, ITIL, Project Management, Business Analysis, Segregation of Duties, IT Service Delivery, Team Leadership, Software Development, Networking, Leadership, Strategy, Management, Governance, Project Planning, Vendor Management, SDLC, SharePoint, Visio
Education
Drake University 1985 — 1989
Bachelor of Arts, Economics
Dubuque Hempstead Senior High 1982 — 1985
Exelon November 2012 - Present
Aviva plc April 2011 - November 2012
Aviva plc September 2010 - March 2011
N/A April 2010 - September 2010
Principal Financial Group October 2008 - April 2010
Principal Financial Group April 2000 - October 2008
Principal Financial Group November 1989 - April 2000
Skills
Process Improvement, ITIL, Project Management, Business Analysis, Segregation of Duties, IT Service Delivery, Team Leadership, Software Development, Networking, Leadership, Strategy, Management, Governance, Project Planning, Vendor Management, SDLC, SharePoint, Visio
Education
Drake University 1985 — 1989
Bachelor of Arts, Economics
Dubuque Hempstead Senior High 1982 — 1985
Jane Karli's Principal Financial Group Experience 1998 - 2006
Job Director of Investment Operations
Industry Financial Services
Experience
Athene Asset Management October 2013 - Present
Aviva Investors January 2011 - October 2013
Aviva Investors January 2010 - January 2011
Principal Global Investors 2008 - 2009
Principal Global Investors October 2006 - June 2008
Principal Financial Group 1998 - 2006
Principal Financial Group 1994 - 1997
Principal Financial Group 1988 - 1993
Principal Financial Group 1983 - 1987
Principal Financial Group 1979 - 1982
Skills
Fixed Income, Risk Management, Financial Services, Internal Controls, Management, Process Improvement, Accounting, Securities
Education
Drake University 2008 — 2008
Business Leadership Certificate Program
Iowa State University - College of Business 1975 — 1979
BS, Accounting
Athene Asset Management October 2013 - Present
Aviva Investors January 2011 - October 2013
Aviva Investors January 2010 - January 2011
Principal Global Investors 2008 - 2009
Principal Global Investors October 2006 - June 2008
Principal Financial Group 1998 - 2006
Principal Financial Group 1994 - 1997
Principal Financial Group 1988 - 1993
Principal Financial Group 1983 - 1987
Principal Financial Group 1979 - 1982
Skills
Fixed Income, Risk Management, Financial Services, Internal Controls, Management, Process Improvement, Accounting, Securities
Education
Drake University 2008 — 2008
Business Leadership Certificate Program
Iowa State University - College of Business 1975 — 1979
BS, Accounting
Angela Flom's Principal Financial Group Experience May 2010 - Present
Job IT Application Analyst at Principal Financial Group
Industry Information Technology and Services
Experience
Principal Financial Group May 2010 - Present
Principal Financial Group May 2009 - May 2010
Drake University February 2009 - May 2010
Drake Support Center February 2008 - May 2010
Education
Drake University 2007 — 2010
Bachelor of Science, Computer Science, Mathematics, Insurance
Eastview High School
Principal Financial Group May 2010 - Present
Principal Financial Group May 2009 - May 2010
Drake University February 2009 - May 2010
Drake Support Center February 2008 - May 2010
Education
Drake University 2007 — 2010
Bachelor of Science, Computer Science, Mathematics, Insurance
Eastview High School
Nathan Schelhaas's Principal Financial Group Experience May 1997 - Present
Job Actuary at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group May 1997 - Present
Education
Dordt College 1993 — 1997
BA, Math
Principal Financial Group May 1997 - Present
Education
Dordt College 1993 — 1997
BA, Math
Dave Houborg, PMP's Principal Financial Group Experience January 2012 - January 2013
Job PM at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo February 2013 - Present
Principal Financial Group January 2012 - January 2013
QCI December 2006 - January 2013
Berkley Technology Services October 2009 - October 2011
Wells Fargo April 2008 - October 2009
Aviva Life Insurance Company September 2007 - January 2008
Wells Fargo December 2006 - August 2007
Allied Insurance/Nationwide Insurance October 1980 - September 2006
Skills
Requirements Analysis, SDLC, Business Analysis, Project Management, Software Project..., Project Planning, MS Project, Insurance, Visio, Microsoft Office, Cross-functional Team..., Analysis, Financial Services
Education
Drake University 1981 — 1983
MBA, Business
University of Nebraska at Kearney 1974 — 1979
BS, Computer Science
Wells Fargo February 2013 - Present
Principal Financial Group January 2012 - January 2013
QCI December 2006 - January 2013
Berkley Technology Services October 2009 - October 2011
Wells Fargo April 2008 - October 2009
Aviva Life Insurance Company September 2007 - January 2008
Wells Fargo December 2006 - August 2007
Allied Insurance/Nationwide Insurance October 1980 - September 2006
Skills
Requirements Analysis, SDLC, Business Analysis, Project Management, Software Project..., Project Planning, MS Project, Insurance, Visio, Microsoft Office, Cross-functional Team..., Analysis, Financial Services
Education
Drake University 1981 — 1983
MBA, Business
University of Nebraska at Kearney 1974 — 1979
BS, Computer Science
Barry Rhoads's Principal Financial Group Experience June 2003 - October 2007
Job Lead Architect at Argus Health Systems
Industry Health, Wellness and Fitness
Experience
Argus Health Systems September 2014 - Present
Argus Health Systems February 2010 - September 2014
Argus Health Systems October 2007 - February 2010
Principal Financial Group June 2003 - October 2007
Sprint Nextel March 2002 - December 2002
Sprint Nextel September 1999 - December 2001
Lee Jeans February 1998 - September 1999
Hallmark Cards October 1997 - February 1998
Sprint Nextel October 1994 - October 1997
Johnson County March 1992 - October 1994
Skills
COBOL, DB2, CICS, Fileaid, VSAM, SDLC, SQL, Testing, Requirements Analysis, MVS, Databases, TSO, Process Improvement, JCL, Mainframe, Quality Assurance, Business Analysis, Systems Analysis, Software Documentation, Requirements Gathering, Program Management, Visio, Analysis, Software Project..., User Acceptance Testing, Access, Data Warehousing, SharePoint, IBM Mainframe, Business Requirements, Xpediter, Endeavor, Quality Center, Data Migration, Software Development
Education
Keller Graduate School of Management of DeVry University 1994 — 1995
Project Management
DeVry University 1989 — 1994
Bachelor's degree, Computer and Information Sciences and Support Services, 3.55
Argus Health Systems September 2014 - Present
Argus Health Systems February 2010 - September 2014
Argus Health Systems October 2007 - February 2010
Principal Financial Group June 2003 - October 2007
Sprint Nextel March 2002 - December 2002
Sprint Nextel September 1999 - December 2001
Lee Jeans February 1998 - September 1999
Hallmark Cards October 1997 - February 1998
Sprint Nextel October 1994 - October 1997
Johnson County March 1992 - October 1994
Skills
COBOL, DB2, CICS, Fileaid, VSAM, SDLC, SQL, Testing, Requirements Analysis, MVS, Databases, TSO, Process Improvement, JCL, Mainframe, Quality Assurance, Business Analysis, Systems Analysis, Software Documentation, Requirements Gathering, Program Management, Visio, Analysis, Software Project..., User Acceptance Testing, Access, Data Warehousing, SharePoint, IBM Mainframe, Business Requirements, Xpediter, Endeavor, Quality Center, Data Migration, Software Development
Education
Keller Graduate School of Management of DeVry University 1994 — 1995
Project Management
DeVry University 1989 — 1994
Bachelor's degree, Computer and Information Sciences and Support Services, 3.55
Brooke Xiao Yang's Principal Financial Group Experience January 2015 - Present
Job Legal Intern at Principal Financial Group
Industry Law Practice
Experience
Principal Financial Group January 2015 - Present
Drake University June 2014 - Present
Baker & McKenzie August 2014 - August 2014
United States District Court for the Southern District of Iowa May 2014 - July 2014
Educational Testing Service (ETS) November 2011 - July 2013
Purdue University May 2010 - August 2010
China Radio International May 2009 - August 2009
Skills
Microsoft Office, Market Research, Microsoft Word, Microsoft Excel, Financial Analysis, Business Strategy, Project Management, SPSS, Strategic Planning, Marketing, Marketing Strategy, Event Planning, Public Speaking, Data Analysis, Teamwork
Education
Drake University Law School 2013 — 2016
Juris Doctor (J.D.), International Business and Intellectual Property Law
Purdue University 2009 — 2010
Master's Degree, Education
Donghua University 2005 — 2009
Bachelor's Degree, English/International Business
Principal Financial Group January 2015 - Present
Drake University June 2014 - Present
Baker & McKenzie August 2014 - August 2014
United States District Court for the Southern District of Iowa May 2014 - July 2014
Educational Testing Service (ETS) November 2011 - July 2013
Purdue University May 2010 - August 2010
China Radio International May 2009 - August 2009
Skills
Microsoft Office, Market Research, Microsoft Word, Microsoft Excel, Financial Analysis, Business Strategy, Project Management, SPSS, Strategic Planning, Marketing, Marketing Strategy, Event Planning, Public Speaking, Data Analysis, Teamwork
Education
Drake University Law School 2013 — 2016
Juris Doctor (J.D.), International Business and Intellectual Property Law
Purdue University 2009 — 2010
Master's Degree, Education
Donghua University 2005 — 2009
Bachelor's Degree, English/International Business
Terry Headley's Principal Financial Group Experience 1973 - 2014
Job
Industry Financial Services
Experience
Headley Financial Group 1982 - Present
Principal Financial Group 1973 - 2014
NAIFA 2010 - 2011
Skills
Long-term Care, Retirement Planning, Life Insurance, Association Management, Health Insurance, Term Life Insurance, Disability Insurance, Estate Planning, Retirement, Fixed Annuities, Employee Benefits, Business Planning, Insurance, 401k, Universal Life, Long Term Care Insurance, Financial Planners, Whole Life, Series 6, Critical Illness, IRAs, 401k Rollovers, Roth IRA, Wealth, Wealth Accumulation, Financial Advisory, Strategic Financial..., Financial Planning
Education
Doane College
Economics & Political Science
Headley Financial Group 1982 - Present
Principal Financial Group 1973 - 2014
NAIFA 2010 - 2011
Skills
Long-term Care, Retirement Planning, Life Insurance, Association Management, Health Insurance, Term Life Insurance, Disability Insurance, Estate Planning, Retirement, Fixed Annuities, Employee Benefits, Business Planning, Insurance, 401k, Universal Life, Long Term Care Insurance, Financial Planners, Whole Life, Series 6, Critical Illness, IRAs, 401k Rollovers, Roth IRA, Wealth, Wealth Accumulation, Financial Advisory, Strategic Financial..., Financial Planning
Education
Doane College
Economics & Political Science
Jana Miller-Jefferson's Principal Financial Group Experience April 1994 - February 2012
Job Account Executive, Client Services Verisk Health
Industry Financial Services
Experience
Verisk Health September 2013 - Present
MediConnect Global March 2012 - September 2013
Principal Financial Group April 1994 - February 2012
Principal Life Insurance Company January 1994 - February 2012
health business January 1999 - January 2004
health business January 1996 - January 1999
health business January 1994 - January 1996
Skills
Employee Benefits, Management, Health Insurance, Insurance, Customer Service, Benefits Administration, Claim, Account Management, Underwriting, Marketing, Customer Satisfaction, Brokers, Customer Retention, Analysis, Training, Sales, Disability Insurance, Leadership, Business Planning, Process Improvement, Health Savings Accounts, COBRA, Healthcare, Business Development, Reinsurance, Claims Management, Managed Care, Business Analysis, Outlook, Health Care Reform, Flexible Spending...
Education
Health Insurance Association of America (HIAA) designate
Dixie State College 1991 — 1992
Snow College 1990 — 1991
Dixie State University
Verisk Health September 2013 - Present
MediConnect Global March 2012 - September 2013
Principal Financial Group April 1994 - February 2012
Principal Life Insurance Company January 1994 - February 2012
health business January 1999 - January 2004
health business January 1996 - January 1999
health business January 1994 - January 1996
Skills
Employee Benefits, Management, Health Insurance, Insurance, Customer Service, Benefits Administration, Claim, Account Management, Underwriting, Marketing, Customer Satisfaction, Brokers, Customer Retention, Analysis, Training, Sales, Disability Insurance, Leadership, Business Planning, Process Improvement, Health Savings Accounts, COBRA, Healthcare, Business Development, Reinsurance, Claims Management, Managed Care, Business Analysis, Outlook, Health Care Reform, Flexible Spending...
Education
Health Insurance Association of America (HIAA) designate
Dixie State College 1991 — 1992
Snow College 1990 — 1991
Dixie State University
Shane Barnes, FCAS's Principal Financial Group Experience May 2005 - August 2005
Job AVP Data Science at The Hartford
Industry Financial Services
Experience
The Hartford September 2013 - Present
The Hartford February 2012 - September 2013
The Hartford May 2006 - February 2012
Principal Financial Group May 2005 - August 2005
Skills
SAS, Microsoft Office, Actuarial, Insurance, Predictive Modeling, Actuarial Science, Actuaries, Emblem, Casualty, Pricing, Ratemaking, Life Insurance
Education
Doane College 2003 — 2006
BS, Mathematics
The Hartford September 2013 - Present
The Hartford February 2012 - September 2013
The Hartford May 2006 - February 2012
Principal Financial Group May 2005 - August 2005
Skills
SAS, Microsoft Office, Actuarial, Insurance, Predictive Modeling, Actuarial Science, Actuaries, Emblem, Casualty, Pricing, Ratemaking, Life Insurance
Education
Doane College 2003 — 2006
BS, Mathematics
Diane Rinkert's Principal Financial Group Experience April 1980 - Present
Job Legal Production Assistant at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group April 1980 - Present
Skills
Microsoft Excel, Microsoft Office, Access, Microsoft Word, PowerPoint, Spreadsheets, Data Entry
Education
Drake University 1977 — 1979
Brooten High School
Principal Financial Group April 1980 - Present
Skills
Microsoft Excel, Microsoft Office, Access, Microsoft Word, PowerPoint, Spreadsheets, Data Entry
Education
Drake University 1977 — 1979
Brooten High School
Carla Kingma's Principal Financial Group Experience August 2015 - Present
Job Assistant Manager at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group August 2015 - Present
Principal Financial Group March 2014 - Present
Principal Financial Group November 2012 - March 2014
Principal Financial Group October 2011 - November 2012
Principal Financial Group February 2010 - October 2011
Skills
Insurance, Leadership, Microsoft Office, Process Improvement, Customer Service
Education
Dordt College 2006 — 2009
Bachelor of Arts (B.A.), Business Administration and Management, General
Principal Financial Group August 2015 - Present
Principal Financial Group March 2014 - Present
Principal Financial Group November 2012 - March 2014
Principal Financial Group October 2011 - November 2012
Principal Financial Group February 2010 - October 2011
Skills
Insurance, Leadership, Microsoft Office, Process Improvement, Customer Service
Education
Dordt College 2006 — 2009
Bachelor of Arts (B.A.), Business Administration and Management, General
The Principal Financial Group
BTG Pactual
HuaTai Securities Co.,Ltd.
Guosen Securities
PFG
Principal Financial
Principle
Fubon Financial Holdings