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
Dawn Rodish, PHR Dawn Rodish, PHR's Principal Financial Group Experience 2006 - 2007
Job Corporate Director Human Resources at Hawkeye Care Centers
Industry Human Resources
Experience
Hawkeye Care Centers April 2014 - Present
Sammons Financial Group Member Companies June 2007 - May 2013
Principal Financial Group 2006 - 2007
Briggs Medical Supply Company 2000 - 2006
Skills
Human Resources, Personnel Management, Employee Benefits, Process Improvement, Leadership, Team Building, Onboarding, Employee Relations, College Recruiting, Coaching, Training, Leadership Development, Employee Training, Strategic Planning, Building Relationships, Performance Management, HRIS Database Management, Recruiting, Compensation Structures, Insurance, Applicant Tracking..., Policy Writing, Deferred Compensation, Employment Law, Succession Planning, MBTI, FIRO-B, Talent Management, HR CONSULTING, HR Policies, Employee Engagement, Temporary Placement, Talent Acquisition
Education
Drake University
Master's Degree, Adult Learning
University of Northern Iowa
Bachelor of Arts (B.A.), Elementary Education and Teaching
Hawkeye Care Centers April 2014 - Present
Sammons Financial Group Member Companies June 2007 - May 2013
Principal Financial Group 2006 - 2007
Briggs Medical Supply Company 2000 - 2006
Skills
Human Resources, Personnel Management, Employee Benefits, Process Improvement, Leadership, Team Building, Onboarding, Employee Relations, College Recruiting, Coaching, Training, Leadership Development, Employee Training, Strategic Planning, Building Relationships, Performance Management, HRIS Database Management, Recruiting, Compensation Structures, Insurance, Applicant Tracking..., Policy Writing, Deferred Compensation, Employment Law, Succession Planning, MBTI, FIRO-B, Talent Management, HR CONSULTING, HR Policies, Employee Engagement, Temporary Placement, Talent Acquisition
Education
Drake University
Master's Degree, Adult Learning
University of Northern Iowa
Bachelor of Arts (B.A.), Elementary Education and Teaching
Jason Bauer's Principal Financial Group Experience 2006 - 2007
Job Associate Vice President for Student Affairs at Grand View University
Industry Telecommunications
Experience
Grand View University 2008 - Present
Principal Financial Group 2006 - 2007
Drake University 2003 - 2006
Education
Drake University 2012 — 2015
Doctor of Education (Ed.D.), Educational Leadership
Viterbo University 2002 — 2004
Master of Arts (M.A.), Educational Administration
University of Iowa 1995 — 1999
Bachelor of Arts (B.A.), Mathematics
Grand View University 2008 - Present
Principal Financial Group 2006 - 2007
Drake University 2003 - 2006
Education
Drake University 2012 — 2015
Doctor of Education (Ed.D.), Educational Leadership
Viterbo University 2002 — 2004
Master of Arts (M.A.), Educational Administration
University of Iowa 1995 — 1999
Bachelor of Arts (B.A.), Mathematics
Courtney (Childs) Henderson Courtney (Childs) Henderson's Principal Financial Group Experience May 2005 - March 2006
Job Recruiting Director at FCB Global
Industry Marketing and Advertising
Experience
FCB Global January 2015 - Present
Centro June 2014 - January 2015
FCB Global November 2013 - June 2014
FCB Global October 2012 - November 2013
FCB Global May 2010 - October 2012
FCB Global September 2008 - August 2010
FCB Global January 2007 - September 2008
Principal Financial Group May 2005 - March 2006
Skills
CRM, Microsoft Office, Digital Marketing, Advertising, Strategy, LinkedIn Recruiter, Recruiting, Marketing Communications, HRIS, Social Media, Online Advertising, Integrated Marketing, Management, Analytics, Social Networking, Diversity & Inclusion, Marketing, iCIMS, Email Marketing, Jobvite, Human Resources, Account Management, Public Relations, Strategic Planning, Creative Strategy, Social Media Marketing, Program Management, Training, Digital Strategy, Brand Management, Digital Media, Interactive Marketing, Logistics guru, Mac prof, Interviews, Applicant Tracking..., Time Management, Direct Marketing
Education
Drake University 2002 — 2006
Journalism
FCB Global January 2015 - Present
Centro June 2014 - January 2015
FCB Global November 2013 - June 2014
FCB Global October 2012 - November 2013
FCB Global May 2010 - October 2012
FCB Global September 2008 - August 2010
FCB Global January 2007 - September 2008
Principal Financial Group May 2005 - March 2006
Skills
CRM, Microsoft Office, Digital Marketing, Advertising, Strategy, LinkedIn Recruiter, Recruiting, Marketing Communications, HRIS, Social Media, Online Advertising, Integrated Marketing, Management, Analytics, Social Networking, Diversity & Inclusion, Marketing, iCIMS, Email Marketing, Jobvite, Human Resources, Account Management, Public Relations, Strategic Planning, Creative Strategy, Social Media Marketing, Program Management, Training, Digital Strategy, Brand Management, Digital Media, Interactive Marketing, Logistics guru, Mac prof, Interviews, Applicant Tracking..., Time Management, Direct Marketing
Education
Drake University 2002 — 2006
Journalism
David Springston David Springston's Principal Financial Group Experience January 2014 - Present
Job Actuarial Intern at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group January 2014 - Present
Drake University August 2012 - June 2013
Drake University September 2013 - December 2013
Urbandale Middle School January 2012 - May 2012
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, SAS programming
Education
Drake University 2011 — 2015
Bachelor of Science in Business Administration, Actuarial Science, Senior
Principal Financial Group January 2014 - Present
Drake University August 2012 - June 2013
Drake University September 2013 - December 2013
Urbandale Middle School January 2012 - May 2012
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, SAS programming
Education
Drake University 2011 — 2015
Bachelor of Science in Business Administration, Actuarial Science, Senior
J. Adam Rogers, MBA J. Adam Rogers, MBA's Principal Financial Group Experience April 2007 - December 2010
Job Senior Manager of Investor Relations at Workiva
Industry Information Technology and Services
Experience
Workiva October 2014 - Present
Iowa Realty July 2014 - Present
Workiva October 2012 - October 2014
Meredith January 2011 - October 2012
Principal Financial Group April 2007 - December 2010
Sammons Financial Group Member Companies June 2005 - April 2007
Nationwide Insurance April 2004 - June 2005
Skills
Forecasting, Strategic Planning, Data Analysis, Access, Customer Service, Project Management, Marketing, Public Speaking, Insurance, Microsoft Excel, Microsoft Office, Budgets, Microsoft Word, Business Analysis, Investments, Sales Operations, PowerPoint, Wdesk
Education
Drake University 2005 — 2007
MBA, Executive Development
Upper Iowa University 2001 — 2003
B.S., Finance
West Des Moines Valley High School 1994 — 1997
Simpson College
Simpson College
Simpson College
Workiva October 2014 - Present
Iowa Realty July 2014 - Present
Workiva October 2012 - October 2014
Meredith January 2011 - October 2012
Principal Financial Group April 2007 - December 2010
Sammons Financial Group Member Companies June 2005 - April 2007
Nationwide Insurance April 2004 - June 2005
Skills
Forecasting, Strategic Planning, Data Analysis, Access, Customer Service, Project Management, Marketing, Public Speaking, Insurance, Microsoft Excel, Microsoft Office, Budgets, Microsoft Word, Business Analysis, Investments, Sales Operations, PowerPoint, Wdesk
Education
Drake University 2005 — 2007
MBA, Executive Development
Upper Iowa University 2001 — 2003
B.S., Finance
West Des Moines Valley High School 1994 — 1997
Simpson College
Simpson College
Simpson College
Jason Geiken, M.B.A.'s Principal Financial Group Experience January 2006 - April 2013
Job Vice President of Institutional Advancement at HannibalLaGrange University
Industry Fund-Raising
Experience
Hannibal-LaGrange University July 2015 - Present
Iowa State University Foundation April 2013 - June 2015
City Of Huxley September 2013 - May 2015
Principal Financial Group January 2006 - April 2013
Mediacom Communications January 2005 - January 2006
Skills
Spanish-speaking, Computer Proficiency, Principal Investments, Marketing Communications, Leadership, Fundraising, Business Relationship..., Strategic Planning, Direct Sales, Sales Operations, Time Management, Insurance, Series 6, Sales, Strategy, Public Speaking, Community Outreach, Social Media, Management, Public Relations, Nonprofits, Event Planning, Volunteer Management, Grant Writing
Education
Iowa State University - College of Business 2007 — 2011
Master of Business Administration (M.B.A.), Marketing
The Baptist College of Florida 2002 — 2004
Bachelor of Arts (B.A.), Music
Drake University 1999 — 2002
Music Teacher Education
Valley High School 1995 — 1999
Hannibal-LaGrange University July 2015 - Present
Iowa State University Foundation April 2013 - June 2015
City Of Huxley September 2013 - May 2015
Principal Financial Group January 2006 - April 2013
Mediacom Communications January 2005 - January 2006
Skills
Spanish-speaking, Computer Proficiency, Principal Investments, Marketing Communications, Leadership, Fundraising, Business Relationship..., Strategic Planning, Direct Sales, Sales Operations, Time Management, Insurance, Series 6, Sales, Strategy, Public Speaking, Community Outreach, Social Media, Management, Public Relations, Nonprofits, Event Planning, Volunteer Management, Grant Writing
Education
Iowa State University - College of Business 2007 — 2011
Master of Business Administration (M.B.A.), Marketing
The Baptist College of Florida 2002 — 2004
Bachelor of Arts (B.A.), Music
Drake University 1999 — 2002
Music Teacher Education
Valley High School 1995 — 1999
Emily Raecker's Principal Financial Group Experience July 2015 - Present
Job Leadership Development Program Associate at Principal Financial Group
Industry Marketing and Advertising
Experience
Principal Financial Group July 2015 - Present
Hy-Vee August 2014 - December 2014
Hy-Vee May 2014 - August 2014
Iowa Cubs April 2013 - August 2013
Vision of Beauty April 2012 - August 2012
Schmidt Family June 2009 - August 2012
Skills
Microsoft Office, Leadership, Social Media, Facebook, Community Service, Sales, Microsoft Excel, InDesign, Time Management, PowerPoint, Photoshop, Public Speaking
Education
Drake University 2011 — 2015
Marketing and Finance
Urbandale High School 2008 — 2011
Principal Financial Group July 2015 - Present
Hy-Vee August 2014 - December 2014
Hy-Vee May 2014 - August 2014
Iowa Cubs April 2013 - August 2013
Vision of Beauty April 2012 - August 2012
Schmidt Family June 2009 - August 2012
Skills
Microsoft Office, Leadership, Social Media, Facebook, Community Service, Sales, Microsoft Excel, InDesign, Time Management, PowerPoint, Photoshop, Public Speaking
Education
Drake University 2011 — 2015
Marketing and Finance
Urbandale High School 2008 — 2011
Ingrid Stukerjurgen Ingrid Stukerjurgen's Principal Financial Group Experience 1999 - 2002
Job Freelance Business Writer, Copywriter and Journalist
Industry Writing and Editing
Experience
Self-employed 2003 - Present
Iowa SIDS Foundation September 2003 - January 2007
Universal Systems and Technology (UNITECH) July 2002 - September 2003
Principal Financial Group 1999 - 2002
Principal International 1998 - 1999
Principal Financial Group 1998 - 1998
Principal Financial Group 1997 - 1998
Principal Financial Group 1994 - 1997
Principal Financial Group June 1993 - September 1994
Luther College 1991 - 1993
Skills
Writing, Press Releases, Web Content, Technical Writing, News Writing, Corporate Communications, Human Resources, Strategy, Management, Newsletters, Employee Benefits, Organizational Design, Job Descriptions, Copy Editing, Networking, Editing, Leadership, Blogging
Education
Drake University
Masters of Science in Education (M.S.E.), Adult Education, Training and Development
Luther College 1989 — 1993
Bachelor of Arts (B.A.), English, with Writing Emphasis; Bachelor of Arts (B.A.) Communication
Self-employed 2003 - Present
Iowa SIDS Foundation September 2003 - January 2007
Universal Systems and Technology (UNITECH) July 2002 - September 2003
Principal Financial Group 1999 - 2002
Principal International 1998 - 1999
Principal Financial Group 1998 - 1998
Principal Financial Group 1997 - 1998
Principal Financial Group 1994 - 1997
Principal Financial Group June 1993 - September 1994
Luther College 1991 - 1993
Skills
Writing, Press Releases, Web Content, Technical Writing, News Writing, Corporate Communications, Human Resources, Strategy, Management, Newsletters, Employee Benefits, Organizational Design, Job Descriptions, Copy Editing, Networking, Editing, Leadership, Blogging
Education
Drake University
Masters of Science in Education (M.S.E.), Adult Education, Training and Development
Luther College 1989 — 1993
Bachelor of Arts (B.A.), English, with Writing Emphasis; Bachelor of Arts (B.A.) Communication
Christy Anania Gooding Christy Anania Gooding's Principal Financial Group Experience January 1997 - November 1999
Job Communicator | Engager | Marketing Maven | AMA Iowa Fan
Industry Insurance
Experience
PSIC Insurance Company March 2014 - Present
AMA Iowa July 2015 - Present
AMA Iowa July 2014 - Present
PSIC Insurance Company November 2006 - Present
AMA Iowa June 2011 - July 2014
Wellmark Blue Cross and Blue Shield of Iowa & South Dakota May 2003 - December 2006
IGF Insurance 1999 - 2003
Principal Financial Group January 1997 - November 1999
Big Brothers Big Sisters 1996 - 1997
Skills
Marketing Communications, Strategy, Team Building, Leadership, Direct Mail, Strategic Communications, Newsletters, Email Marketing, Media Relations, Integrated Marketing, Program Management, Web Content, Online Marketing, Copywriting, Social Media Marketing, Business Development, Marketing Management, New Business Development, Fundraising, Customer Retention
Education
West Des Moines Leadership Academy 2014 — 2015
Drake University 2012 — 2014
Master of Communication Leadership (MCL)
Drake University 1992 — 1994
B.A., Public Relations
The University of Dallas 1989 — 1992
Dowling High School 1985 — 1989
PSIC Insurance Company March 2014 - Present
AMA Iowa July 2015 - Present
AMA Iowa July 2014 - Present
PSIC Insurance Company November 2006 - Present
AMA Iowa June 2011 - July 2014
Wellmark Blue Cross and Blue Shield of Iowa & South Dakota May 2003 - December 2006
IGF Insurance 1999 - 2003
Principal Financial Group January 1997 - November 1999
Big Brothers Big Sisters 1996 - 1997
Skills
Marketing Communications, Strategy, Team Building, Leadership, Direct Mail, Strategic Communications, Newsletters, Email Marketing, Media Relations, Integrated Marketing, Program Management, Web Content, Online Marketing, Copywriting, Social Media Marketing, Business Development, Marketing Management, New Business Development, Fundraising, Customer Retention
Education
West Des Moines Leadership Academy 2014 — 2015
Drake University 2012 — 2014
Master of Communication Leadership (MCL)
Drake University 1992 — 1994
B.A., Public Relations
The University of Dallas 1989 — 1992
Dowling High School 1985 — 1989
Cynthia Dotson's Principal Financial Group Experience March 2004 - June 2006
Job Public Service Executive at State of Iowa
Industry Public Safety
Experience
State of Iowa/DPS/Division of Criminal Investigation February 2007 - Present
YMCA 2006 - 2008
State of Iowa/DCI June 2006 - December 2006
Principal Financial Group March 2004 - June 2006
State of Iowa/DPS/Division of Criminal Investigation September 2003 - March 2004
State of Iowa/DCI July 2001 - September 2003
Qwest Communications January 1999 - July 2001
Principal Financial Group September 1989 - May 1998
Skills
Strategic Planning, Customer Service, Public Speaking, Insurance, Enforcement, Fundraising, Employee Benefits, Event Planning, Community Outreach, Private Investigations, Microsoft Office, Team Building, Criminal Justice, Policy, Leadership, Coaching, Microsoft Excel, Leadership Development, Human Resources, Government, Supervisory Skills, Nonprofits, Training, Access, Emergency Management, Data Entry, Microsoft Word, Program Management
Education
Drake University 2009 — 2010
Certificate, Certified Public Manager's Program
Upper Iowa University 1993 — 1996
B.S., Business Management
American Institute of Commerce 1988 — 1989
Diploma, Computer Programming
State of Iowa/DPS/Division of Criminal Investigation February 2007 - Present
YMCA 2006 - 2008
State of Iowa/DCI June 2006 - December 2006
Principal Financial Group March 2004 - June 2006
State of Iowa/DPS/Division of Criminal Investigation September 2003 - March 2004
State of Iowa/DCI July 2001 - September 2003
Qwest Communications January 1999 - July 2001
Principal Financial Group September 1989 - May 1998
Skills
Strategic Planning, Customer Service, Public Speaking, Insurance, Enforcement, Fundraising, Employee Benefits, Event Planning, Community Outreach, Private Investigations, Microsoft Office, Team Building, Criminal Justice, Policy, Leadership, Coaching, Microsoft Excel, Leadership Development, Human Resources, Government, Supervisory Skills, Nonprofits, Training, Access, Emergency Management, Data Entry, Microsoft Word, Program Management
Education
Drake University 2009 — 2010
Certificate, Certified Public Manager's Program
Upper Iowa University 1993 — 1996
B.S., Business Management
American Institute of Commerce 1988 — 1989
Diploma, Computer Programming
Denise Steim's Principal Financial Group Experience April 1999 - May 2007
Job Vocational Consultant, VA Life Skills Coach
Industry Insurance
Experience
The ALARIS Group, Inc. February 2014 - Present
White Linen Photography August 2008 - Present
Principal Financial Group April 1999 - May 2007
Skills
Small Business, Community Outreach, Photography, Nonprofits, Social Media, Job Coaching, Job Analysis, Job Search, Job Evaluation, Vocational..., Disability Insurance, Disability Management, Successful Business..., Career Counseling, Case Management, Coaching, Disabilities, Insurance
Education
Drake University
Master of Science, Vocational Rehabilitation
University of Iowa
Bachelor of Science, Biology
The ALARIS Group, Inc. February 2014 - Present
White Linen Photography August 2008 - Present
Principal Financial Group April 1999 - May 2007
Skills
Small Business, Community Outreach, Photography, Nonprofits, Social Media, Job Coaching, Job Analysis, Job Search, Job Evaluation, Vocational..., Disability Insurance, Disability Management, Successful Business..., Career Counseling, Case Management, Coaching, Disabilities, Insurance
Education
Drake University
Master of Science, Vocational Rehabilitation
University of Iowa
Bachelor of Science, Biology
Garett Buss Garett Buss's Principal Financial Group Experience May 2005 - December 2005
Job Trade Analyst at TD Ameritrade (SR)
Industry Financial Services
Experience
TD Ameritrade March 2008 - Present
Tdameritrade 2008 - 2015
Tdameritrade 2008 - 2015
Gen Re August 2007 - November 2007
Principal Financial Group May 2005 - December 2005
Skills
Series 7, Options, Bloomberg, Trading, Equities, Microsoft Office, Access, PowerPoint, Word, Excel, Analysis, Problem Solving, Microsoft Excel, Sales, FINRA, Customer Service, Series 63, Risk Management, Trading Systems, Bloomberg Terminal, Salesforce.com, Process Improvement, Equity Trading, Series 24, Finance, ETFs, Securities
Education
Drake University 2003 — 2007
BA, Business and Insurance
TD Ameritrade March 2008 - Present
Tdameritrade 2008 - 2015
Tdameritrade 2008 - 2015
Gen Re August 2007 - November 2007
Principal Financial Group May 2005 - December 2005
Skills
Series 7, Options, Bloomberg, Trading, Equities, Microsoft Office, Access, PowerPoint, Word, Excel, Analysis, Problem Solving, Microsoft Excel, Sales, FINRA, Customer Service, Series 63, Risk Management, Trading Systems, Bloomberg Terminal, Salesforce.com, Process Improvement, Equity Trading, Series 24, Finance, ETFs, Securities
Education
Drake University 2003 — 2007
BA, Business and Insurance
Brittany Fortunato Brittany Fortunato's Principal Financial Group Experience May 2014 - August 2014
Job Audit Intern at KPMG
Industry Accounting
Experience
STEM Explorers Student Mentor January 2015 - Present
Alpha Kappa Psi - Beta Iota Chapter February 2013 - Present
Drake University January 2013 - January 2015
Principal Financial Group May 2014 - August 2014
Adams Academy Leadership Graduate October 2013 - February 2014
KPMG 2014 - 2014
Naperville Park District May 2010 - August 2013
Blockowicz & Tognocchi LLP June 2013 - June 2013
Principal Leadership Conference May 2013 - May 2013
Skills
Leadership, Finance, Teamwork, Time Management, Action-oriented, Access, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Fundraising, Outlook
Education
Drake University 2012 — 2016
Accounting and concentration Information Systems
Naperville Central High School 2008 — 2012
High School diploma
STEM Explorers Student Mentor January 2015 - Present
Alpha Kappa Psi - Beta Iota Chapter February 2013 - Present
Drake University January 2013 - January 2015
Principal Financial Group May 2014 - August 2014
Adams Academy Leadership Graduate October 2013 - February 2014
KPMG 2014 - 2014
Naperville Park District May 2010 - August 2013
Blockowicz & Tognocchi LLP June 2013 - June 2013
Principal Leadership Conference May 2013 - May 2013
Skills
Leadership, Finance, Teamwork, Time Management, Action-oriented, Access, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Fundraising, Outlook
Education
Drake University 2012 — 2016
Accounting and concentration Information Systems
Naperville Central High School 2008 — 2012
High School diploma
Darren Burr Darren Burr's Principal Financial Group Experience July 2007 - Present
Job Wholesaler at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group July 2007 - Present
Skills
Fixed Annuities, Investments, Mutual Funds, Series 7, Retirement Planning
Education
Drake University
MA, Accounting
University of Iowa
BBA, Finance
Principal Financial Group July 2007 - Present
Skills
Fixed Annuities, Investments, Mutual Funds, Series 7, Retirement Planning
Education
Drake University
MA, Accounting
University of Iowa
BBA, Finance
Cheri Judge Cheri Judge's Principal Financial Group Experience July 1993 - November 1998
Job Senior Vice President at Wells Fargo Home Mortgage
Industry Banking
Experience
Wells Fargo Home Mortgage November 2013 - Present
Wells Fargo Home Mortgage December 2008 - November 2013
Wells Fargo Home Mortgage November 1998 - December 2008
Principal Financial Group July 1993 - November 1998
Thomas C Porter & Associates 1991 - 1993
Skills
Marketing, Direct Marketing, Integrated Marketing, Public Relations, Marketing Communications, Marketing Strategy, Database Marketing, Segmentation, Email Marketing, Customer Acquisition, Financial Services, Analytics, Relationship Management, Credit, Loans, Strategic Planning, Marketing Management
Education
Drake University 1987 — 1991
B.A., Journalism
Wells Fargo Home Mortgage November 2013 - Present
Wells Fargo Home Mortgage December 2008 - November 2013
Wells Fargo Home Mortgage November 1998 - December 2008
Principal Financial Group July 1993 - November 1998
Thomas C Porter & Associates 1991 - 1993
Skills
Marketing, Direct Marketing, Integrated Marketing, Public Relations, Marketing Communications, Marketing Strategy, Database Marketing, Segmentation, Email Marketing, Customer Acquisition, Financial Services, Analytics, Relationship Management, Credit, Loans, Strategic Planning, Marketing Management
Education
Drake University 1987 — 1991
B.A., Journalism
James Lyday James Lyday's Principal Financial Group Experience May 2003 - November 2005
Job Managing Director at Ridge Retirement Consultants, LLC
Industry Financial Services
Experience
Raymond James Financial Inc. November 2014 - Present
Raymond James Financial Inc. November 2014 - Present
Wells Fargo Advisors, LLC November 2012 - November 2014
Lincoln Financial Group June 2011 - September 2011
Prudential Financial November 2005 - June 2011
Principal Financial Group May 2003 - November 2005
MetLife June 1999 - May 2003
New York Life Insurance Company June 1996 - May 1999
CIGNA Retirement June 1995 - May 1996
Principal Financial Group June 1992 - May 1995
Skills
Defined Contribution, Retirement Plan..., Defined Benefit, 401k, Wealth Management, Financial Advisory, Retirement Planning, Investment Strategies, Mutual Funds, Equities, Bonds, Alternative Investments, Deferred Compensation, Fiduciary Services, Asset Allocation, Pensions, Series 7, Investment Advisory
Education
Drake University 1989 — 1992
BS, Corporate Finance, Economics
University of Delaware 1988 — 1989
Finance, Economics, International Studies
Allianz Global Investors Center for Behavioral Finance
Certified Behavioral Financial Analyst, Behavioral Finance
Raymond James Financial Inc. November 2014 - Present
Raymond James Financial Inc. November 2014 - Present
Wells Fargo Advisors, LLC November 2012 - November 2014
Lincoln Financial Group June 2011 - September 2011
Prudential Financial November 2005 - June 2011
Principal Financial Group May 2003 - November 2005
MetLife June 1999 - May 2003
New York Life Insurance Company June 1996 - May 1999
CIGNA Retirement June 1995 - May 1996
Principal Financial Group June 1992 - May 1995
Skills
Defined Contribution, Retirement Plan..., Defined Benefit, 401k, Wealth Management, Financial Advisory, Retirement Planning, Investment Strategies, Mutual Funds, Equities, Bonds, Alternative Investments, Deferred Compensation, Fiduciary Services, Asset Allocation, Pensions, Series 7, Investment Advisory
Education
Drake University 1989 — 1992
BS, Corporate Finance, Economics
University of Delaware 1988 — 1989
Finance, Economics, International Studies
Allianz Global Investors Center for Behavioral Finance
Certified Behavioral Financial Analyst, Behavioral Finance
Carolyn Krafka Carolyn Krafka's Principal Financial Group Experience June 1981 - September 1989
Job Owner, Prairie Song Therapeutic Massage
Industry Health, Wellness and Fitness
Experience
Des Moines Performing Arts October 2014 - Present
Prairie Song Therapeutic Massage October 2005 - Present
DSMassage December 2013 - July 2014
Touch & Go Chair Massage November 2007 - November 2013
Nationwide Insurance July 1996 - October 2012
Unisys January 1994 - July 1996
Commtron Corporation October 1989 - January 1994
Principal Financial Group June 1981 - September 1989
Skills
Therapeutic Massage, Chair Massage, Reflexology
Education
Iowa Massage Institute 2005 — 2005
Diploma, Massage Therapy/Therapeutic Massage
Drake University 1995 — 2000
Ed.S., Adult Education
Drake University 1982 — 1985
Master of Business Administration (MBA), Business Administration and Management, General
Indian Hills Community College 1980 — 1981
Diploma, Computer Programming
St. Ambrose University 1977 — 1979
Bachelor of Arts (B.A.), Business Administration
Ottumwa Heights College 1975 — 1977
Associate of Arts (AA), Liberal Arts and Sciences, General Studies and Humanities
Des Moines Performing Arts October 2014 - Present
Prairie Song Therapeutic Massage October 2005 - Present
DSMassage December 2013 - July 2014
Touch & Go Chair Massage November 2007 - November 2013
Nationwide Insurance July 1996 - October 2012
Unisys January 1994 - July 1996
Commtron Corporation October 1989 - January 1994
Principal Financial Group June 1981 - September 1989
Skills
Therapeutic Massage, Chair Massage, Reflexology
Education
Iowa Massage Institute 2005 — 2005
Diploma, Massage Therapy/Therapeutic Massage
Drake University 1995 — 2000
Ed.S., Adult Education
Drake University 1982 — 1985
Master of Business Administration (MBA), Business Administration and Management, General
Indian Hills Community College 1980 — 1981
Diploma, Computer Programming
St. Ambrose University 1977 — 1979
Bachelor of Arts (B.A.), Business Administration
Ottumwa Heights College 1975 — 1977
Associate of Arts (AA), Liberal Arts and Sciences, General Studies and Humanities
Dani Dohlman Dani Dohlman's Principal Financial Group Experience August 2013 - October 2014
Job Recruiter at Midwest Professional Staffing
Industry Human Resources
Experience
Midwest Professional Staffing October 2014 - Present
Principal Financial Group August 2013 - October 2014
Wells Fargo June 2013 - August 2013
Barnes & Noble June 2012 - June 2013
Skills
Communication, Interpersonal..., Legal Research, Public Speaking, Social Media, Fundraising, Research, Project Management, Volunteer Management, Interviews, Employee Training, Event Management, Community Outreach, Microsoft Office, PowerPoint, Outlook, Microsoft Word, Microsoft Excel, Press Releases, Editing, Higher Education, Facebook, Customer Service
Education
Drake University 2014 — 2016
Master's Degree, Leadership Development
Wartburg College 2008 — 2012
BA, Political Science
Wartburg College 2008 — 2012
BA, Communication Studies: Theatre
Midwest Professional Staffing October 2014 - Present
Principal Financial Group August 2013 - October 2014
Wells Fargo June 2013 - August 2013
Barnes & Noble June 2012 - June 2013
Skills
Communication, Interpersonal..., Legal Research, Public Speaking, Social Media, Fundraising, Research, Project Management, Volunteer Management, Interviews, Employee Training, Event Management, Community Outreach, Microsoft Office, PowerPoint, Outlook, Microsoft Word, Microsoft Excel, Press Releases, Editing, Higher Education, Facebook, Customer Service
Education
Drake University 2014 — 2016
Master's Degree, Leadership Development
Wartburg College 2008 — 2012
BA, Political Science
Wartburg College 2008 — 2012
BA, Communication Studies: Theatre
Charles Bickel Charles Bickel's Principal Financial Group Experience September 2006 - December 2007
Job New Agent Specialist at Midland National Life
Industry Insurance
Experience
Midland National Life December 2011 - Present
Humana September 2010 - January 2012
Gremler Financial December 2007 - February 2010
Principal Financial Group September 2006 - December 2007
Skills
Bilingual, Sales Management, Direct Marketing, Investment Advisory, Business Management
Education
Drake University 2000 — 2003
Bachelor's degree, Art and Spanish
Midland National Life December 2011 - Present
Humana September 2010 - January 2012
Gremler Financial December 2007 - February 2010
Principal Financial Group September 2006 - December 2007
Skills
Bilingual, Sales Management, Direct Marketing, Investment Advisory, Business Management
Education
Drake University 2000 — 2003
Bachelor's degree, Art and Spanish
Dan Jessen Dan Jessen's Principal Financial Group Experience January 2012 - December 2012
Job Analyst, Advanced Analytics at Safeco Insurance
Industry Insurance
Experience
Safeco Insurance July 2013 - Present
Drake University August 2009 - May 2013
Principal Financial Group January 2012 - December 2012
Stratasys May 2011 - January 2012
RJM Consulting Group May 2011 - August 2011
Target September 2007 - December 2010
Skills
Social Media Marketing, Sales, Social Networking, Online Marketing, Training, Advertising, PowerPoint, Facebook, Social Media, Microsoft Office, Leadership, Public Speaking, Customer Service, Event Planning, Team Leadership, Marketing, Time Management, Microsoft Excel, Microsoft Word
Education
Drake University 2009 — 2013
Finance and Management
Safeco Insurance July 2013 - Present
Drake University August 2009 - May 2013
Principal Financial Group January 2012 - December 2012
Stratasys May 2011 - January 2012
RJM Consulting Group May 2011 - August 2011
Target September 2007 - December 2010
Skills
Social Media Marketing, Sales, Social Networking, Online Marketing, Training, Advertising, PowerPoint, Facebook, Social Media, Microsoft Office, Leadership, Public Speaking, Customer Service, Event Planning, Team Leadership, Marketing, Time Management, Microsoft Excel, Microsoft Word
Education
Drake University 2009 — 2013
Finance and Management
Ja'Nae` Mosley Ja'Nae` Mosley's Principal Financial Group Experience November 2014 - Present
Job Client Service Associate
Industry Insurance
Experience
It Works Global August 2015 - Present
Principal Financial Group November 2014 - Present
LaMair Mulock Condon November 2012 - Present
Hoop Infusion October 2012 - Present
Iowa Fire Athletics March 2015 - June 2015
Grand View University November 2012 - March 2014
Let Me Play May 2011 - April 2012
London Relocation Ltd. July 2010 - April 2011
Iowa Basketball Exposure League November 2009 - March 2010
Allied Insurance/ Nationwide Insurance January 2005 - March 2010
Skills
Social Media, Customer Service, Marketing, Insurance, Internet Explorer, Merchandising, Coaching, Sports Marketing, Sports, Social Media Marketing, Sports Management, Microsoft Office, Event Planning, General Insurance, Leadership, Property & Casualty..., Facebook, Blogging, Email Marketing, Athletics, Microsoft Word, Basketball, Microsoft Excel, Building Relationships, PowerPoint, Underwriting, Sports Coaching, Press Releases, Social Networking, Teamwork, Basketball Coaching, Training, Time Management, Relationship Building
Education
Drake University 1999 — 2004
B.A, Marketing
It Works Global August 2015 - Present
Principal Financial Group November 2014 - Present
LaMair Mulock Condon November 2012 - Present
Hoop Infusion October 2012 - Present
Iowa Fire Athletics March 2015 - June 2015
Grand View University November 2012 - March 2014
Let Me Play May 2011 - April 2012
London Relocation Ltd. July 2010 - April 2011
Iowa Basketball Exposure League November 2009 - March 2010
Allied Insurance/ Nationwide Insurance January 2005 - March 2010
Skills
Social Media, Customer Service, Marketing, Insurance, Internet Explorer, Merchandising, Coaching, Sports Marketing, Sports, Social Media Marketing, Sports Management, Microsoft Office, Event Planning, General Insurance, Leadership, Property & Casualty..., Facebook, Blogging, Email Marketing, Athletics, Microsoft Word, Basketball, Microsoft Excel, Building Relationships, PowerPoint, Underwriting, Sports Coaching, Press Releases, Social Networking, Teamwork, Basketball Coaching, Training, Time Management, Relationship Building
Education
Drake University 1999 — 2004
B.A, Marketing
Brandy Sexton's Principal Financial Group Experience August 2012 - Present
Job Senior Marketing Strategist at The Principal Financial Group
Industry Marketing and Advertising
Experience
Principal Financial Group August 2012 - Present
Principal Financial Group February 2008 - August 2012
Rapp Collins Worldwide February 2004 - January 2008
Principal Financial Group August 2001 - October 2003
Skills
Strategic Communications, Marketing Strategy, Corporate Communications, Integrated Marketing, Public Relations, Direct Mail, Marketing, Crisis Communications, Internal Communications, Marketing Communications, Email Marketing, Program Management, Social Media Marketing, Newsletters, Public Speaking, Sales, Project Management, Management
Education
Drake University 2008 — 2010
Masters in Communication Leadership
Iowa State University 1996 — 1999
Advertising
Principal Financial Group August 2012 - Present
Principal Financial Group February 2008 - August 2012
Rapp Collins Worldwide February 2004 - January 2008
Principal Financial Group August 2001 - October 2003
Skills
Strategic Communications, Marketing Strategy, Corporate Communications, Integrated Marketing, Public Relations, Direct Mail, Marketing, Crisis Communications, Internal Communications, Marketing Communications, Email Marketing, Program Management, Social Media Marketing, Newsletters, Public Speaking, Sales, Project Management, Management
Education
Drake University 2008 — 2010
Masters in Communication Leadership
Iowa State University 1996 — 1999
Advertising
Chase Stafford Chase Stafford's Principal Financial Group Experience February 2007 - December 2008
Job Vice President Commercial Banking at MidWestOne Bank
Industry Banking
Experience
MidWestOne Bank April 2014 - Present
Stafford Investments LLC April 2004 - Present
Great Western Bank October 2011 - April 2014
Great Western Bank July 2010 - October 2011
River Glen Wealth Counselors May 2009 - March 2010
Principal Financial Group February 2007 - December 2008
BH Equities August 2006 - February 2007
Skills
Credit, Loans, Commercial Lending
Education
Drake University 2009 — 2010
Masters of Financial Management
University of Northern Iowa 2002 — 2006
Finance & Marketing Management
MidWestOne Bank April 2014 - Present
Stafford Investments LLC April 2004 - Present
Great Western Bank October 2011 - April 2014
Great Western Bank July 2010 - October 2011
River Glen Wealth Counselors May 2009 - March 2010
Principal Financial Group February 2007 - December 2008
BH Equities August 2006 - February 2007
Skills
Credit, Loans, Commercial Lending
Education
Drake University 2009 — 2010
Masters of Financial Management
University of Northern Iowa 2002 — 2006
Finance & Marketing Management
Doug Pfeil Doug Pfeil's Principal Financial Group Experience March 2000 - March 2008
Job Senior CMBS Research Analyst at American Equity Life
Industry Commercial Real Estate
Experience
American Equity Life July 2014 - Present
NAI Optimum March 2010 - July 2014
MetaBank December 2008 - December 2009
Ballet Des Moines September 2008 - March 2009
Principal Financial Group March 2000 - March 2008
Principal Financial Group March 1994 - March 2000
Principal Financial Group September 1990 - March 1994
Noxell Corporation January 1988 - July 1990
Skills
Real Estate, Investments, Portfolio Management, Underwriting, Loans, Commercial Real Estate, Real Estate Development, Finance, Valuation, Property Management, Banking, Negotiation
Education
Drake University 1992 — 1995
MBA, Business & Finance
University of Wisconsin-Whitewater 1983 — 1987
BBA, Marketing
American Equity Life July 2014 - Present
NAI Optimum March 2010 - July 2014
MetaBank December 2008 - December 2009
Ballet Des Moines September 2008 - March 2009
Principal Financial Group March 2000 - March 2008
Principal Financial Group March 1994 - March 2000
Principal Financial Group September 1990 - March 1994
Noxell Corporation January 1988 - July 1990
Skills
Real Estate, Investments, Portfolio Management, Underwriting, Loans, Commercial Real Estate, Real Estate Development, Finance, Valuation, Property Management, Banking, Negotiation
Education
Drake University 1992 — 1995
MBA, Business & Finance
University of Wisconsin-Whitewater 1983 — 1987
BBA, Marketing
Brian Nygaard Brian Nygaard's Principal Financial Group Experience 1988 - 1998
Job Chief Financial Officer Cetera Financial
Industry Financial Services
Experience
Cetera Financial March 2015 - Present
RCS Capital March 2014 - March 2015
Atticus Advisers, LLC 2010 - May 2014
Pershing, LLC October 2006 - 2010
H&R Block 2001 - 2005
ING Advisors Network 1999 - 2001
Principal Financial Group 1988 - 1998
Skills
Executive Management, Strategy Development, Sales Management, Organizational..., Sales Process, Financial Analysis, Marketing Strategy, Investment Advisory, Financial Markets, Investments, Financial Planning, Financial Advisory, Series 24, Series 7, Strategic Financial..., Finance, Investment Management, Alternative Investments, Asset Management, Management, Mutual Funds, Wealth Management, Bonds, Securities, Strategy, FINRA, Business Strategy, Leadership, Financial Services, Series 63, Asset Allocation
Education
Drake University 1977 — 1980
BS, Accounting
Cetera Financial March 2015 - Present
RCS Capital March 2014 - March 2015
Atticus Advisers, LLC 2010 - May 2014
Pershing, LLC October 2006 - 2010
H&R Block 2001 - 2005
ING Advisors Network 1999 - 2001
Principal Financial Group 1988 - 1998
Skills
Executive Management, Strategy Development, Sales Management, Organizational..., Sales Process, Financial Analysis, Marketing Strategy, Investment Advisory, Financial Markets, Investments, Financial Planning, Financial Advisory, Series 24, Series 7, Strategic Financial..., Finance, Investment Management, Alternative Investments, Asset Management, Management, Mutual Funds, Wealth Management, Bonds, Securities, Strategy, FINRA, Business Strategy, Leadership, Financial Services, Series 63, Asset Allocation
Education
Drake University 1977 — 1980
BS, Accounting
Carl Budenski's Principal Financial Group Experience May 2013 - May 2013
Job Wealth Management Intern at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley February 2015 - Present
Red Bull September 2013 - Present
UnityPoint Health June 2015 - August 2015
EMC Insurance Companies May 2014 - August 2014
Drake University College of Business and Public Administration August 2013 - May 2014
Carl's Yard Services June 2012 - August 2013
Youth Enrichment League February 2012 - August 2013
Principal Financial Group May 2013 - May 2013
The Integer Group February 2013 - February 2013
Hoffman's Cabinetry January 2011 - February 2012
Skills
Time Management, Public Speaking, Teaching, Advertising, Sales Presentations, Microsoft Excel, PowerPoint, Interviews, Microsoft Word, Microsoft Office, Capital Budgeting, Risk Analysis, Investments, Wealth Management, Data Analysis, Presentations, Microsoft Outlook, Microsoft Access, Photoshop, SNL, Financial Modeling, Valuation, Equity Research, Business Development, Financial Analysis, Equity Valuation, Due Diligence
Education
Drake University 2012 — 2016
BSBA, Economics and Finance
Lakeville South High School 2008 — 2012
Sum Cum Laude
Morgan Stanley February 2015 - Present
Red Bull September 2013 - Present
UnityPoint Health June 2015 - August 2015
EMC Insurance Companies May 2014 - August 2014
Drake University College of Business and Public Administration August 2013 - May 2014
Carl's Yard Services June 2012 - August 2013
Youth Enrichment League February 2012 - August 2013
Principal Financial Group May 2013 - May 2013
The Integer Group February 2013 - February 2013
Hoffman's Cabinetry January 2011 - February 2012
Skills
Time Management, Public Speaking, Teaching, Advertising, Sales Presentations, Microsoft Excel, PowerPoint, Interviews, Microsoft Word, Microsoft Office, Capital Budgeting, Risk Analysis, Investments, Wealth Management, Data Analysis, Presentations, Microsoft Outlook, Microsoft Access, Photoshop, SNL, Financial Modeling, Valuation, Equity Research, Business Development, Financial Analysis, Equity Valuation, Due Diligence
Education
Drake University 2012 — 2016
BSBA, Economics and Finance
Lakeville South High School 2008 — 2012
Sum Cum Laude
Heather Morris Heather Morris's Principal Financial Group Experience October 2006 - May 2011
Job Global Security Manager at UTi Worldwide
Industry Information Technology and Services
Experience
Zirous May 2011 - September 2012
Principal Financial Group October 2006 - May 2011
Principal Financial Group July 2006 - October 2006
Principal Financial Group February 2000 - July 2006
Kirke Van Orsdel / Seabury and Smith 1999 - February 2000
Kirke Van Orsdel / Seabury and Smith 1998 - 1999
Kirke Van Orsdel / Seabury and Smith 1996 - 1998
Kirke Van Orsdel / Seabury and Smith June 1994 - October 1996
CIGNA Group Insurance 1993 - June 1994
Lee's Hapkido Studios 1991 - 1993
Skills
Identity Management..., Identity Management, Identity and Access..., Identity and Access..., Oracle Identity Manager..., Oracle Identity..., Oracle Internet..., Oracle Virtual..., IAM, Access Control, Oracle Identity Manager, Information Security, Information Security..., Active Directory
Education
Drake University 1994 — 1998
BS, Information Systems
Old Dominion University 1992 — 1994
Zirous May 2011 - September 2012
Principal Financial Group October 2006 - May 2011
Principal Financial Group July 2006 - October 2006
Principal Financial Group February 2000 - July 2006
Kirke Van Orsdel / Seabury and Smith 1999 - February 2000
Kirke Van Orsdel / Seabury and Smith 1998 - 1999
Kirke Van Orsdel / Seabury and Smith 1996 - 1998
Kirke Van Orsdel / Seabury and Smith June 1994 - October 1996
CIGNA Group Insurance 1993 - June 1994
Lee's Hapkido Studios 1991 - 1993
Skills
Identity Management..., Identity Management, Identity and Access..., Identity and Access..., Oracle Identity Manager..., Oracle Identity..., Oracle Internet..., Oracle Virtual..., IAM, Access Control, Oracle Identity Manager, Information Security, Information Security..., Active Directory
Education
Drake University 1994 — 1998
BS, Information Systems
Old Dominion University 1992 — 1994
Jacob Fross Jacob Fross's Principal Financial Group Experience March 2015 - Present
Job Support Specialist at Principal Financial Group
Industry Media Production
Experience
Principal Financial Group March 2015 - Present
FIO Americas June 2013 - July 2013
Drake University May 2011 - May 2013
Skills
Music, Microsoft Word, Microsoft Excel, Editing, Social Media, Video Production, HTML 5, CSS, Pro Tools, Final Cut Pro, Adobe Creative Suite, Photoshop, Audacity, Audio Editing, InDesign, Non-linear Editing
Education
Drake University 2009 — 2013
Bachelor of Arts (B.A.), Radio and Television
Drake University 2009 — 2012
Bachelor of Arts (B.A.), Music
Principal Financial Group March 2015 - Present
FIO Americas June 2013 - July 2013
Drake University May 2011 - May 2013
Skills
Music, Microsoft Word, Microsoft Excel, Editing, Social Media, Video Production, HTML 5, CSS, Pro Tools, Final Cut Pro, Adobe Creative Suite, Photoshop, Audacity, Audio Editing, InDesign, Non-linear Editing
Education
Drake University 2009 — 2013
Bachelor of Arts (B.A.), Radio and Television
Drake University 2009 — 2012
Bachelor of Arts (B.A.), Music
Darin Bennigsdorf Darin Bennigsdorf's Principal Financial Group Experience May 2005 - Present
Job Assistant Managing Director at Principal Real Estate Investors
Industry Real Estate
Experience
Principal Financial Group May 2005 - Present
Principal Financial Group January 1997 - May 2005
Principal Financial Group July 1994 - January 1997
Principal Financial Group August 1991 - July 1994
Principal Financial Group August 1988 - August 1991
Skills
Investments
Education
Drake University 1994 — 1998
MBA, Business
Iowa State University 1984 — 1988
BBA, Finance/Accounting
Principal Financial Group May 2005 - Present
Principal Financial Group January 1997 - May 2005
Principal Financial Group July 1994 - January 1997
Principal Financial Group August 1991 - July 1994
Principal Financial Group August 1988 - August 1991
Skills
Investments
Education
Drake University 1994 — 1998
MBA, Business
Iowa State University 1984 — 1988
BBA, Finance/Accounting
Choua Sayaxang's Principal Financial Group Experience August 2001 - August 2004
Job Business Consultant (Treasury/Finance) and Adjunct Professor of Accounting/Finance
Industry Financial Services
Experience
William Penn University September 2012 - Present
Wells Fargo Home Mortgage March 2011 - Present
Wells Fargo Financial September 2005 - February 2011
Hmong Universal Inc. August 2007 - December 2010
Citigroup September 2004 - February 2005
Principal Financial Group August 2001 - August 2004
Skills
Financial Analysis, Analysis, Finance, Financial Reporting, Forecasting, Process Improvement, Accounting, Cash Management, Management, Financial Modeling, Auditing, Banking, Professors, Data Modeling, Treasury, University Teaching, Community Engagement, Student Engagement, Employee Engagement, Leadership, Public Speaking, Microsoft Office, Team Building, Diversity & Inclusion, Teaching Adults, PeopleSoft, Query Manager, SQL, Classroom Management, Employee Training, Syllabus Development, Procedure Manuals, Asset Life Cycle..., Moodle, Teradata
Education
Drake University 2001 — 2005
Master, Accounting
University of Iowa 1997 — 2001
Bachelor, Accounting
William Penn University September 2012 - Present
Wells Fargo Home Mortgage March 2011 - Present
Wells Fargo Financial September 2005 - February 2011
Hmong Universal Inc. August 2007 - December 2010
Citigroup September 2004 - February 2005
Principal Financial Group August 2001 - August 2004
Skills
Financial Analysis, Analysis, Finance, Financial Reporting, Forecasting, Process Improvement, Accounting, Cash Management, Management, Financial Modeling, Auditing, Banking, Professors, Data Modeling, Treasury, University Teaching, Community Engagement, Student Engagement, Employee Engagement, Leadership, Public Speaking, Microsoft Office, Team Building, Diversity & Inclusion, Teaching Adults, PeopleSoft, Query Manager, SQL, Classroom Management, Employee Training, Syllabus Development, Procedure Manuals, Asset Life Cycle..., Moodle, Teradata
Education
Drake University 2001 — 2005
Master, Accounting
University of Iowa 1997 — 2001
Bachelor, Accounting
Harvey Weinberg Harvey Weinberg's Principal Financial Group Experience December 2009 - Present
Job Financial Advisor at Principal Financial Group
Industry Financial Services
Experience
CASA September 2012 - Present
Principal Financial Group December 2009 - Present
Princess Cruises 1980 - August 2015
Principal Financial Group January 2006 - December 2008
Principal Financial Group June 1975 - December 2008
Principal Financial Group January 1975 - January 2008
Principal Financial Group January 2001 - January 2006
Principal Financial Group January 1988 - January 2001
Principal Financial Group January 1984 - January 1988
Principal Financial Group January 1975 - January 1985
Skills
CRM, Management, Retirement, Employee Benefits, 401k, Insurance, Investments, Retirement Planning, Financial Services, Mutual Funds, Pensions, Finance, Leadership, Wealth Management, Series 7, Financial Planning, Team Building, Strategy, Life Insurance, Defined Benefit, Business Development, Fixed Annuities
Education
Drake University 1971 — 1975
BBA, Business Administration and Insurance
CASA September 2012 - Present
Principal Financial Group December 2009 - Present
Princess Cruises 1980 - August 2015
Principal Financial Group January 2006 - December 2008
Principal Financial Group June 1975 - December 2008
Principal Financial Group January 1975 - January 2008
Principal Financial Group January 2001 - January 2006
Principal Financial Group January 1988 - January 2001
Principal Financial Group January 1984 - January 1988
Principal Financial Group January 1975 - January 1985
Skills
CRM, Management, Retirement, Employee Benefits, 401k, Insurance, Investments, Retirement Planning, Financial Services, Mutual Funds, Pensions, Finance, Leadership, Wealth Management, Series 7, Financial Planning, Team Building, Strategy, Life Insurance, Defined Benefit, Business Development, Fixed Annuities
Education
Drake University 1971 — 1975
BBA, Business Administration and Insurance
Christopher Kottenstette Christopher Kottenstette's Principal Financial Group Experience August 2014 - April 2015
Job Actuarial Student at Aon Hewitt
Industry
Experience
Aon Hewitt July 2015 - Present
Principal Financial Group August 2014 - April 2015
Aon Hewitt June 2014 - August 2014
Hannover Life Reassurance Company of America May 2013 - April 2014
CNH America LLC May 2012 - January 2013
Burlington Golf Club August 2009 - August 2011
Great River Medical Center June 2009 - August 2009
Skills
Microsoft Office, Competitive Analysis, Microsoft Excel, Leadership, Social Media Marketing, Data Analysis, Time Management, Budgets, Microsoft Word, PowerPoint, Teamwork, Social Networking, Access, Customer Service, Public Speaking, Outlook, Marketing, Social Media, Team Leadership, Research, Project Planning
Education
Drake University 2011 — 2015
Bachelor's degree, Actuarial Science/Finance, 3.80
Burlington Notre Dame High School
Aon Hewitt July 2015 - Present
Principal Financial Group August 2014 - April 2015
Aon Hewitt June 2014 - August 2014
Hannover Life Reassurance Company of America May 2013 - April 2014
CNH America LLC May 2012 - January 2013
Burlington Golf Club August 2009 - August 2011
Great River Medical Center June 2009 - August 2009
Skills
Microsoft Office, Competitive Analysis, Microsoft Excel, Leadership, Social Media Marketing, Data Analysis, Time Management, Budgets, Microsoft Word, PowerPoint, Teamwork, Social Networking, Access, Customer Service, Public Speaking, Outlook, Marketing, Social Media, Team Leadership, Research, Project Planning
Education
Drake University 2011 — 2015
Bachelor's degree, Actuarial Science/Finance, 3.80
Burlington Notre Dame High School
Frederick Larson Frederick Larson's Principal Financial Group Experience September 2010 - December 2010
Job Actuarial Analyst at American Modern Insurance Group
Industry Insurance
Experience
American Modern Insurance Group August 2013 - Present
Casualty Actuarial Society 2014 - 2014
Casualty Actuarial Society 2014 - 2014
Towers Watson July 2012 - August 2013
Allstate May 2011 - August 2011
Principal Financial Group September 2010 - December 2010
CIGNA May 2010 - August 2010
Skills
SQL Server, Microsoft Office 2007, Microsoft Office 2010, Insurance, Actuarial Science, VBA, Data Analysis, Microsoft Excel, Outlook, PowerPoint, Microsoft Word, Access
Education
Drake University 2008 — 2012
Bachelor of Science in Business Administration, Actuarial Science, Mathematics, Insurance, 3.94 GPA (Summa Cum Laude)
Lyons Township High School 2004 — 2008
American Modern Insurance Group August 2013 - Present
Casualty Actuarial Society 2014 - 2014
Casualty Actuarial Society 2014 - 2014
Towers Watson July 2012 - August 2013
Allstate May 2011 - August 2011
Principal Financial Group September 2010 - December 2010
CIGNA May 2010 - August 2010
Skills
SQL Server, Microsoft Office 2007, Microsoft Office 2010, Insurance, Actuarial Science, VBA, Data Analysis, Microsoft Excel, Outlook, PowerPoint, Microsoft Word, Access
Education
Drake University 2008 — 2012
Bachelor of Science in Business Administration, Actuarial Science, Mathematics, Insurance, 3.94 GPA (Summa Cum Laude)
Lyons Township High School 2004 — 2008
Brian Storey Brian Storey's Principal Financial Group Experience December 2006 - April 2014
Job Relationship Manager at TMG Financial Services
Industry Financial Services
Experience
TMG Financial Services April 2014 - Present
Principal Financial Group December 2006 - April 2014
Standard & Poor's Fund Services 2004 - 2006
Standard & Poor's 2001 - 2004
Standard & Poor's 1999 - 2001
Skills
Product Development, Product Management, Operations Management, Public Relations, Strategic Planning, Business Strategy, Market Research, Team Building, Sales Presentations, Corporate Communications, Client Liaison, Cross-functional Team..., Thought Leadership, Treasury Management, Brand Development, Relationship Marketing, Relationship Management
Education
Drake University
Master's degree, Business Administration, Management and Operations
University of Iowa
Bachelor of Arts (BA), Economics
TMG Financial Services April 2014 - Present
Principal Financial Group December 2006 - April 2014
Standard & Poor's Fund Services 2004 - 2006
Standard & Poor's 2001 - 2004
Standard & Poor's 1999 - 2001
Skills
Product Development, Product Management, Operations Management, Public Relations, Strategic Planning, Business Strategy, Market Research, Team Building, Sales Presentations, Corporate Communications, Client Liaison, Cross-functional Team..., Thought Leadership, Treasury Management, Brand Development, Relationship Marketing, Relationship Management
Education
Drake University
Master's degree, Business Administration, Management and Operations
University of Iowa
Bachelor of Arts (BA), Economics
Gina Moeckly Vernon, MBA, SPHR's Principal Financial Group Experience April 2013 - June 2014
Job Talent Acquisition at DuPont Pioneer
Industry Chemicals
Experience
DuPont Pioneer March 2015 - Present
Principal Financial Group April 2013 - June 2014
Nationwide Insurance April 2011 - April 2013
Professional Sabbatical January 2008 - March 2011
American Enterprise June 2004 - December 2007
MetLife July 2001 - June 2004
Vermeer Manufacturing January 2000 - June 2001
West Side Unlimited August 1999 - January 2000
McGladrey & Pullen October 1998 - August 1999
Mercy Medical Center September 1997 - November 1998
Skills
Deferred Compensation, Onboarding, Employee Benefits, Talent Acquisition, College Recruiting, Applicant Tracking..., Recruiting, Employee Relations, Talent Management, Performance Management, Insurance, Human Resources, HRIS, Succession Planning, HR Consulting, Strategic Planning, Benefits Administration, Workforce Planning, Internet Recruiting, Temporary Placement, Employee Engagement, New Hire Orientations, PeopleSoft, Technical Recruiting, FMLA, Hiring, Interviews, HR Policies, Benefits Negotiation, Management, Leadership, Training, Team Building, Process Improvement, Coaching, Compensation, Customer Service, Leadership Development, Sales, Sourcing, Change Management
Education
Drake University 1998 — 2000
MBA, Management - Emphasis in Human Resources
Drake University 1994 — 1996
BSBA, Business Management
Iowa State University 1991 — 1994
Business Management
Ankeny
DuPont Pioneer March 2015 - Present
Principal Financial Group April 2013 - June 2014
Nationwide Insurance April 2011 - April 2013
Professional Sabbatical January 2008 - March 2011
American Enterprise June 2004 - December 2007
MetLife July 2001 - June 2004
Vermeer Manufacturing January 2000 - June 2001
West Side Unlimited August 1999 - January 2000
McGladrey & Pullen October 1998 - August 1999
Mercy Medical Center September 1997 - November 1998
Skills
Deferred Compensation, Onboarding, Employee Benefits, Talent Acquisition, College Recruiting, Applicant Tracking..., Recruiting, Employee Relations, Talent Management, Performance Management, Insurance, Human Resources, HRIS, Succession Planning, HR Consulting, Strategic Planning, Benefits Administration, Workforce Planning, Internet Recruiting, Temporary Placement, Employee Engagement, New Hire Orientations, PeopleSoft, Technical Recruiting, FMLA, Hiring, Interviews, HR Policies, Benefits Negotiation, Management, Leadership, Training, Team Building, Process Improvement, Coaching, Compensation, Customer Service, Leadership Development, Sales, Sourcing, Change Management
Education
Drake University 1998 — 2000
MBA, Management - Emphasis in Human Resources
Drake University 1994 — 1996
BSBA, Business Management
Iowa State University 1991 — 1994
Business Management
Ankeny
Holli Gericke Holli Gericke's Principal Financial Group Experience March 2012 - July 2013
Job Benefit Coding Analyst at Wellmark Blue Cross and Blue Shield
Industry Insurance
Experience
Wellmark Blue Cross and Blue Shield October 2014 - Present
Wellmark Blue Cross and Blue Shield July 2013 - October 2014
Principal Financial Group March 2012 - July 2013
Skills
Employee Benefits, Analysis, Management, Insurance, Health Insurance, Leadership, Life Insurance, Access, Process Improvement, Disability Insurance, Microsoft Office, Public Speaking
Education
Drake University 2015 — 2016
Master of Business Administration (M.B.A.), Operations Management
Iowa State University 2008 — 2011
Bachelor's Degree, Psychology, Sociology
Wellmark Blue Cross and Blue Shield October 2014 - Present
Wellmark Blue Cross and Blue Shield July 2013 - October 2014
Principal Financial Group March 2012 - July 2013
Skills
Employee Benefits, Analysis, Management, Insurance, Health Insurance, Leadership, Life Insurance, Access, Process Improvement, Disability Insurance, Microsoft Office, Public Speaking
Education
Drake University 2015 — 2016
Master of Business Administration (M.B.A.), Operations Management
Iowa State University 2008 — 2011
Bachelor's Degree, Psychology, Sociology
Isaac Shella-Stevens Isaac Shella-Stevens's Principal Financial Group Experience May 2015 - Present
Job Data Domain Architect Intern at Principal Financial Group
Industry Computer Software
Experience
Principal Financial Group May 2015 - Present
The Integer Group August 2014 - May 2015
Target January 2013 - August 2014
Education
Drake University 2012 — 2016
Bachelor's Degree, Computer Science
Principal Financial Group May 2015 - Present
The Integer Group August 2014 - May 2015
Target January 2013 - August 2014
Education
Drake University 2012 — 2016
Bachelor's Degree, Computer Science
Craig Grundmeier Craig Grundmeier's Principal Financial Group Experience September 2012 - Present
Job Executive Business Administrator at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group September 2012 - Present
Principal Financial Group August 2007 - September 2012
Enterprise Rent-A-Car 2004 - 2007
Skills
Strategic Financial..., Insurance, Retirement, Retirement Planning, Employee Benefits, Life Insurance, Disability Insurance
Education
Drake University 1999 — 2003
Bachelor of Science in Business Administration, Management and Marketing, 3.6
Principal Financial Group September 2012 - Present
Principal Financial Group August 2007 - September 2012
Enterprise Rent-A-Car 2004 - 2007
Skills
Strategic Financial..., Insurance, Retirement, Retirement Planning, Employee Benefits, Life Insurance, Disability Insurance
Education
Drake University 1999 — 2003
Bachelor of Science in Business Administration, Management and Marketing, 3.6
Doug Sturm-Smith, CTP Doug Sturm-Smith, CTP's Principal Financial Group Experience August 2000 - November 2010
Job VP, Product Management at Great Western Bank
Industry Banking
Experience
Great Western Bank December 2014 - Present
US Bank November 2010 - December 2014
Principal Financial Group August 2000 - November 2010
Allstate 1996 - 1998
Skills
Product Management, Product Development, Financial Services, Requirements Analysis, Treasury Management, Product Launch, Business Analysis, Finance, Leadership, Process Improvement
Education
Drake University 2001 — 2004
M.B.A, Business Administration
St. John's University 1992 — 1996
B.A., Economics
York High School
Great Western Bank December 2014 - Present
US Bank November 2010 - December 2014
Principal Financial Group August 2000 - November 2010
Allstate 1996 - 1998
Skills
Product Management, Product Development, Financial Services, Requirements Analysis, Treasury Management, Product Launch, Business Analysis, Finance, Leadership, Process Improvement
Education
Drake University 2001 — 2004
M.B.A, Business Administration
St. John's University 1992 — 1996
B.A., Economics
York High School
Cindy Baddeloo's Principal Financial Group Experience January 1995 - February 1998
Job Deputy Director, Iowa Health Care Association
Industry Nonprofit Organization Management
Experience
Iowa Health Care Association February 2001 - Present
DHHS February 1998 - February 2001
Principal Financial Group January 1995 - February 1998
Iowa Foundation for Medical Care December 1987 - January 1995
Skills
Nonprofits, Fundraising, Public Speaking, Non-profits, Public Policy, Healthcare, Policy Analysis
Education
Drake University 1990 — 1996
BSN, MPA, PhD, nursing, public admin, health care admin
Northeast Iowa Community College 1983 — 1985
Associate, Nursing
Iowa Health Care Association February 2001 - Present
DHHS February 1998 - February 2001
Principal Financial Group January 1995 - February 1998
Iowa Foundation for Medical Care December 1987 - January 1995
Skills
Nonprofits, Fundraising, Public Speaking, Non-profits, Public Policy, Healthcare, Policy Analysis
Education
Drake University 1990 — 1996
BSN, MPA, PhD, nursing, public admin, health care admin
Northeast Iowa Community College 1983 — 1985
Associate, Nursing
Elizabeth Schneider (Heath) Elizabeth Schneider (Heath)'s Principal Financial Group Experience May 2013 - Present
Job Learning & Development Specialist III
Industry Insurance
Experience
Principal Financial Group May 2013 - Present
Principal Financial Group December 2010 - May 2013
Education
Drake University 2006 — 2010
Bachelor of Science (BS), Marketing
University of Iowa - Henry B. Tippie College of Business
Master of Business Administration (MBA)
Principal Financial Group May 2013 - Present
Principal Financial Group December 2010 - May 2013
Education
Drake University 2006 — 2010
Bachelor of Science (BS), Marketing
University of Iowa - Henry B. Tippie College of Business
Master of Business Administration (MBA)
Emily Coghlan Emily Coghlan's Principal Financial Group Experience February 2012 - January 2015
Job Director, Project Management at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group February 2015 - Present
Principal Financial Group February 2012 - January 2015
Principal Financial Group June 2007 - February 2012
Apollo Education Group March 2002 - June 2007
Skills
Project Portfolio..., SDLC, Process Improvement, Waterfall, Project Management, Leadership, Resource Management, Visio, PMO, Business Requirements, Vendor Management, Business Process..., PMP, Requirements Gathering, Business Analysis, Requirements Analysis
Education
Drake University 2003 — 2005
MPA, Executive Development
Iowa State University 1996 — 2000
Bachelor of Science (BS), Exercise Science
Lincoln Financial Group February 2015 - Present
Principal Financial Group February 2012 - January 2015
Principal Financial Group June 2007 - February 2012
Apollo Education Group March 2002 - June 2007
Skills
Project Portfolio..., SDLC, Process Improvement, Waterfall, Project Management, Leadership, Resource Management, Visio, PMO, Business Requirements, Vendor Management, Business Process..., PMP, Requirements Gathering, Business Analysis, Requirements Analysis
Education
Drake University 2003 — 2005
MPA, Executive Development
Iowa State University 1996 — 2000
Bachelor of Science (BS), Exercise Science
Brent Heemskerk Brent Heemskerk's Principal Financial Group Experience August 2009 - June 2012
Job Asset Manager at Principal Global Investors
Industry Financial Services
Experience
Principal Global Investors March 2014 - Present
Principal Global Investors June 2012 - March 2014
Principal Financial Group August 2009 - June 2012
Merrill Lynch June 2008 - August 2008
Drake University Athletics June 2007 - August 2007
Skills
Leadership, Investments, Cross-functional Team..., Risk Management, Financial Analysis, Leadership Development, Business Analysis, Analysis, Insurance, Portfolio Management, Valuation, Public Speaking, Management, Mutual Funds, Awesomeness, Customer Service, Finance, Asset Management
Education
Drake University 2010 — 2014
Master of Business Administration (M.B.A.)
Drake University 2004 — 2009
Finance, Marketing, General Business, Entrepreneurial Management, Concentration in Insurance
Principal Global Investors March 2014 - Present
Principal Global Investors June 2012 - March 2014
Principal Financial Group August 2009 - June 2012
Merrill Lynch June 2008 - August 2008
Drake University Athletics June 2007 - August 2007
Skills
Leadership, Investments, Cross-functional Team..., Risk Management, Financial Analysis, Leadership Development, Business Analysis, Analysis, Insurance, Portfolio Management, Valuation, Public Speaking, Management, Mutual Funds, Awesomeness, Customer Service, Finance, Asset Management
Education
Drake University 2010 — 2014
Master of Business Administration (M.B.A.)
Drake University 2004 — 2009
Finance, Marketing, General Business, Entrepreneurial Management, Concentration in Insurance
Eric Ulan Eric Ulan's Principal Financial Group Experience January 2007 - June 2011
Job ALM Actuary at Transamerica
Industry Insurance
Experience
Transamerica November 2013 - Present
Transamerica June 2011 - November 2013
Principal Financial Group January 2007 - June 2011
AEGON May 2006 - August 2006
AmerUs Group May 2005 - August 2005
Skills
Actuarial, Insurance, Annuities, Actuarial Science, Term Life Insurance, Pricing, Investments, Valuation, Fixed Annuities, ALM, Risk Management, Financial Risk
Education
Drake University 2007 — 2008
MBA, Finance
Drake University 2002 — 2006
BSBA, Actuarial Science, Finance
Transamerica November 2013 - Present
Transamerica June 2011 - November 2013
Principal Financial Group January 2007 - June 2011
AEGON May 2006 - August 2006
AmerUs Group May 2005 - August 2005
Skills
Actuarial, Insurance, Annuities, Actuarial Science, Term Life Insurance, Pricing, Investments, Valuation, Fixed Annuities, ALM, Risk Management, Financial Risk
Education
Drake University 2007 — 2008
MBA, Finance
Drake University 2002 — 2006
BSBA, Actuarial Science, Finance
David Murley David Murley's Principal Financial Group Experience January 2015 - Present
Job Application Developer at Principal Financial Group
Industry Higher Education
Experience
Principal Financial Group January 2015 - Present
Principal Financial Group May 2013 - January 2015
Drake University August 2011 - December 2014
Staples May 2012 - January 2013
Skills
Java, C++, Assembly Language, Programming, HTML, CSS, JavaScript, Software Development, Software Engineering, VB.NET, SQL, Maven, Git, Mercurial, jQuery, Agile Application..., Databases
Education
Drake University 2011 — 2015
Bachelor of Science (B.S.), Computer Science, 3.78 Cumulative (4.0 Scale)
Principal Financial Group January 2015 - Present
Principal Financial Group May 2013 - January 2015
Drake University August 2011 - December 2014
Staples May 2012 - January 2013
Skills
Java, C++, Assembly Language, Programming, HTML, CSS, JavaScript, Software Development, Software Engineering, VB.NET, SQL, Maven, Git, Mercurial, jQuery, Agile Application..., Databases
Education
Drake University 2011 — 2015
Bachelor of Science (B.S.), Computer Science, 3.78 Cumulative (4.0 Scale)
Dave Stout Dave Stout's Principal Financial Group Experience June 1988 - March 1992
Job Vice President at Virtusa
Industry Insurance
Experience
Virtusa June 2014 - Present
OptumHealth May 2008 - April 2014
UnitedHealth Group 2002 - April 2014
Andcor, Companies 2000 - 2001
Express Scripts 1996 - 2000
Diversified Pharmaceutical Services 1996 - 2000
PriceWaterhouseCoopers 1992 - 1996
Principal Financial Group June 1988 - March 1992
Skills
Healthcare, Process Improvement, Healthcare Information..., Cross-functional Team..., Leadership, Strategic Planning, Vendor Management, HIPAA, Program Management, Business Analysis, Recruiting, Team Leadership, Change Management, IT Strategy, SDLC, Management
Education
Drake University 1989 — 1991
MBA, Management
Central University of Iowa (Central College) 1984 — 1988
BA, Systems Management
Virtusa June 2014 - Present
OptumHealth May 2008 - April 2014
UnitedHealth Group 2002 - April 2014
Andcor, Companies 2000 - 2001
Express Scripts 1996 - 2000
Diversified Pharmaceutical Services 1996 - 2000
PriceWaterhouseCoopers 1992 - 1996
Principal Financial Group June 1988 - March 1992
Skills
Healthcare, Process Improvement, Healthcare Information..., Cross-functional Team..., Leadership, Strategic Planning, Vendor Management, HIPAA, Program Management, Business Analysis, Recruiting, Team Leadership, Change Management, IT Strategy, SDLC, Management
Education
Drake University 1989 — 1991
MBA, Management
Central University of Iowa (Central College) 1984 — 1988
BA, Systems Management
Greg Dockum's Principal Financial Group Experience March 2001 - October 2005
Job Vice President Finance at West Bank
Industry Banking
Experience
West Bank October 2005 - Present
Principal Financial Group March 2001 - October 2005
Brenton Bank May 1978 - March 2001
Skills
Financial Analysis, Banking, Accounting, Risk Management, Budgets, Auditing, Investments, Community Engagement, Leadership, Educational Leadership, Finance, Education, Time Management, Cash Management
Education
Drake University 1979 — 1983
MBA, Accounting / Finance
Graduate School of Banking at Colorado 1988 — 1990
Hoover High School 1975 — 1978
West Bank October 2005 - Present
Principal Financial Group March 2001 - October 2005
Brenton Bank May 1978 - March 2001
Skills
Financial Analysis, Banking, Accounting, Risk Management, Budgets, Auditing, Investments, Community Engagement, Leadership, Educational Leadership, Finance, Education, Time Management, Cash Management
Education
Drake University 1979 — 1983
MBA, Accounting / Finance
Graduate School of Banking at Colorado 1988 — 1990
Hoover High School 1975 — 1978
Emily Gutknecht's Principal Financial Group Experience June 2015 - Present
Job Sales Marketing Assistant at Principal Financial Group
Industry Marketing and Advertising
Experience
Principal Financial Group June 2015 - Present
Drake University December 2012 - June 2015
Des Moines Menace January 2015 - May 2015
Drake University August 2013 - March 2015
Kelsifahr, Inc. May 2014 - August 2014
Des Moines Performing Arts February 2014 - May 2014
Drake University January 2012 - March 2013
Skills
Social Networking, Social Media, Marketing Communications, Teamwork, Communication, Facebook, Public Speaking, Microsoft Word, PowerPoint, Customer Service, Management, Microsoft Excel, Cpr Certified, Microsoft Office, Team Leadership, Coaching, First Aid, Recruiting, Newsletters, Event Planning, Promotions, Organization, Digital Marketing, SEO, Copywriting, Customer Engagement, Twitter
Education
Drake University 2011 — 2015
Bachelor's degree, Marketing
Eagan High School 2007 — 2011
Principal Financial Group June 2015 - Present
Drake University December 2012 - June 2015
Des Moines Menace January 2015 - May 2015
Drake University August 2013 - March 2015
Kelsifahr, Inc. May 2014 - August 2014
Des Moines Performing Arts February 2014 - May 2014
Drake University January 2012 - March 2013
Skills
Social Networking, Social Media, Marketing Communications, Teamwork, Communication, Facebook, Public Speaking, Microsoft Word, PowerPoint, Customer Service, Management, Microsoft Excel, Cpr Certified, Microsoft Office, Team Leadership, Coaching, First Aid, Recruiting, Newsletters, Event Planning, Promotions, Organization, Digital Marketing, SEO, Copywriting, Customer Engagement, Twitter
Education
Drake University 2011 — 2015
Bachelor's degree, Marketing
Eagan High School 2007 — 2011
Delali Dow's Principal Financial Group Experience September 1999 - May 2005
Job Sr. Project Manager Latin America & Europe Affiliate Operations
Industry Pharmaceuticals
Experience
Abbott Nutrition March 2013 - Present
Abbott Nutrition February 2010 - February 2013
Abbott Laboratories November 2007 - February 2010
Deloitte & Touche LLP June 2006 - August 2007
Principal Financial Group September 1999 - May 2005
Education
University of Notre Dame - Mendoza College of Business 2005 — 2006
MBA, Consulting
Drake University 1996 — 1999
BBA, Finance & Information System
Abbott Nutrition March 2013 - Present
Abbott Nutrition February 2010 - February 2013
Abbott Laboratories November 2007 - February 2010
Deloitte & Touche LLP June 2006 - August 2007
Principal Financial Group September 1999 - May 2005
Education
University of Notre Dame - Mendoza College of Business 2005 — 2006
MBA, Consulting
Drake University 1996 — 1999
BBA, Finance & Information System
Debbie Barger's Principal Financial Group Experience 1981 - 2004
Job Sr. Marketing Specialist at SHAZAM
Industry Financial Services
Experience
SHAZAM September 2004 - Present
Principal Residential Mortgage January 1981 - August 2004
Principal Financial Group 1981 - 2004
Skills
Marketing Communications, Marketing Strategy, Integrated Marketing, Advertising, Email Marketing, Corporate Communications, Public Relations, Social Media Marketing, Copywriting, Marketing, Market Research, Newsletters, Social Media, Press Releases, Account Management, Internal Communications, Media Relations, B2B
Education
Drake University 1994 — 1998
Bachelor of Arts (BA), Mass Communications
SHAZAM September 2004 - Present
Principal Residential Mortgage January 1981 - August 2004
Principal Financial Group 1981 - 2004
Skills
Marketing Communications, Marketing Strategy, Integrated Marketing, Advertising, Email Marketing, Corporate Communications, Public Relations, Social Media Marketing, Copywriting, Marketing, Market Research, Newsletters, Social Media, Press Releases, Account Management, Internal Communications, Media Relations, B2B
Education
Drake University 1994 — 1998
Bachelor of Arts (BA), Mass Communications
Callie Heisler's Principal Financial Group Experience December 2005 - Present
Job Senior Marketing Communications Consultant at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group December 2005 - Present
The Pioneer Group November 2004 - December 2005
Skills
Strategic Communications, Internal Communications, Corporate Communications
Education
Drake University 2000 — 2004
Bachelor of Arts (B.A.), Journalism and Mass Communication, Magazines
Principal Financial Group December 2005 - Present
The Pioneer Group November 2004 - December 2005
Skills
Strategic Communications, Internal Communications, Corporate Communications
Education
Drake University 2000 — 2004
Bachelor of Arts (B.A.), Journalism and Mass Communication, Magazines
James Cohill's Principal Financial Group Experience February 2001 - February 2006
Job Vice President, Sales at Quantum Health
Industry Insurance
Experience
Quantum Health April 2014 - Present
UMR January 2008 - January 2014
Fiserv Health February 2006 - January 2008
Principal Financial Group February 2001 - February 2006
Skills
Sales, Health Insurance, Insurance, Employee Benefits, Health Savings Accounts, Brokers, Underwriting, Disability Insurance, Managed Care, Account Management, Sales Management, Life Insurance, New Business Development, Strategic Planning, COBRA
Education
University of Phoenix 1996 — 1998
MBA, Business
Drake University 1989 — 1992
Bachelor's degree, Liberal Arts and Sciences, General Studies and Humanities
Quantum Health April 2014 - Present
UMR January 2008 - January 2014
Fiserv Health February 2006 - January 2008
Principal Financial Group February 2001 - February 2006
Skills
Sales, Health Insurance, Insurance, Employee Benefits, Health Savings Accounts, Brokers, Underwriting, Disability Insurance, Managed Care, Account Management, Sales Management, Life Insurance, New Business Development, Strategic Planning, COBRA
Education
University of Phoenix 1996 — 1998
MBA, Business
Drake University 1989 — 1992
Bachelor's degree, Liberal Arts and Sciences, General Studies and Humanities
Caroline Funaro's Principal Financial Group Experience 1988 - Present
Job Sr. IT Communications Consultant at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group 1988 - Present
Skills
IT Communicatioins, Technical Writing, Team Leadership, Project Communications, Business Analysis
Education
Drake University 1979 — 1983
Bachelor of Arts (B.A.), Philosophy and English
Principal Financial Group 1988 - Present
Skills
IT Communicatioins, Technical Writing, Team Leadership, Project Communications, Business Analysis
Education
Drake University 1979 — 1983
Bachelor of Arts (B.A.), Philosophy and English
Erica Jensen's Principal Financial Group Experience November 2012 - Present
Job Senior Media Relations Consultant at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group November 2012 - Present
Principal Financial Group September 2002 - November 2012
Skills
Media Relations, Insurance, 401k, Retirement, Marketing Communications, Social Media, Corporate Communications, Strategic Communications, Social Media Marketing, Mutual Funds
Education
Drake University 2007 — 2009
Masters, Communication Leadership
Iowa State University - College of Business 1998 — 2002
Bachelors, Business-Marketing
Principal Financial Group November 2012 - Present
Principal Financial Group September 2002 - November 2012
Skills
Media Relations, Insurance, 401k, Retirement, Marketing Communications, Social Media, Corporate Communications, Strategic Communications, Social Media Marketing, Mutual Funds
Education
Drake University 2007 — 2009
Masters, Communication Leadership
Iowa State University - College of Business 1998 — 2002
Bachelors, Business-Marketing
Hofmaier, Steve's Principal Financial Group Experience 2004 - 2006
Job Senior Level Architect\Developer
Industry Insurance
Experience
Pragmatic Solutions, L.L.C. February 2015 - Present
Sammons Financial Group November 2010 - January 2015
Pragmatic Solutions, L.L.C. January 2002 - January 2010
Principal Financial Group 2004 - 2006
Nationwide Insurance 2000 - 2005
Skills
Strategic Planning, Architecture, Application Architecture, Enterprise Architecture, Solution Architecture, SDLC, SQL, Requirements Analysis, Microsoft SQL Server, SOA, IT Strategy, SharePoint, DB2, Websphere, Architectures, Business Intelligence, XML
Education
Drake University 2005 — 2007
MBA
University of Nebraska at Omaha 1981 — 1986
Bachelor of Science (BS), Accounting, Management Information Systems
Pragmatic Solutions, L.L.C. February 2015 - Present
Sammons Financial Group November 2010 - January 2015
Pragmatic Solutions, L.L.C. January 2002 - January 2010
Principal Financial Group 2004 - 2006
Nationwide Insurance 2000 - 2005
Skills
Strategic Planning, Architecture, Application Architecture, Enterprise Architecture, Solution Architecture, SDLC, SQL, Requirements Analysis, Microsoft SQL Server, SOA, IT Strategy, SharePoint, DB2, Websphere, Architectures, Business Intelligence, XML
Education
Drake University 2005 — 2007
MBA
University of Nebraska at Omaha 1981 — 1986
Bachelor of Science (BS), Accounting, Management Information Systems
Dustan Keiter's Principal Financial Group Experience March 1997 - December 2005
Job IT Consultant and Administrator
Industry Information Technology and Services
Experience
Independant IT Consultant March 2009 - Present
Wells Fargo December 2005 - January 2009
Principal Financial Group March 1997 - December 2005
Skills
SharePoint Administrator
Education
Simpson College 2007 — 2011
Computer and Information Sciences and Support Services
Drake University 1994 — 1996
Bachelor, Biology
Independant IT Consultant March 2009 - Present
Wells Fargo December 2005 - January 2009
Principal Financial Group March 1997 - December 2005
Skills
SharePoint Administrator
Education
Simpson College 2007 — 2011
Computer and Information Sciences and Support Services
Drake University 1994 — 1996
Bachelor, Biology
Eric Weiford's Principal Financial Group Experience March 2011 - Present
Job Relationship Manager at Principal Financial Group
Industry Insurance
Experience
Principal Financial Group March 2011 - Present
Principal Financial Group November 2008 - March 2011
Delta Dental of Iowa March 2008 - November 2008
Principal Financial Group June 2004 - March 2008
Principal Financial Group June 2001 - May 2004
Skills
Insurance, Disability Insurance, Underwriting, Employee Benefits, Health Insurance, Life Insurance, Marketing, Risk Management, Process Improvement, Account Management, Customer Service, Relationship Management, Dental Insurance, Project Management, Business Alliance...
Education
Drake University 2004 — 2006
MBA, Business Administration
Iowa State University 1996 — 2001
Bachelor of Science (B.S.), Biology/Biological Sciences, General; Business/Commerce, General
Principal Financial Group March 2011 - Present
Principal Financial Group November 2008 - March 2011
Delta Dental of Iowa March 2008 - November 2008
Principal Financial Group June 2004 - March 2008
Principal Financial Group June 2001 - May 2004
Skills
Insurance, Disability Insurance, Underwriting, Employee Benefits, Health Insurance, Life Insurance, Marketing, Risk Management, Process Improvement, Account Management, Customer Service, Relationship Management, Dental Insurance, Project Management, Business Alliance...
Education
Drake University 2004 — 2006
MBA, Business Administration
Iowa State University 1996 — 2001
Bachelor of Science (B.S.), Biology/Biological Sciences, General; Business/Commerce, General
Brent McLaren's Principal Financial Group Experience July 2000 - June 2002
Job Senior Accountant at Davis Life & Annuity
Industry Accounting
Experience
Davis Life & Annuity May 2014 - Present
FBL Financial Group, Inc. January 2011 - May 2014
KPMG August 2007 - February 2011
MetLife July 2003 - August 2007
Principal Financial Group July 2000 - June 2002
Skills
Accounting, Financial Reporting, Sarbanes-Oxley Act, Financial Analysis, Auditing, GAAP, CPA, Internal Audit
Education
Northwestern College 1996 — 2000
Bachelor of Arts, Business and Economics
Drake University
Masters, Accounting
Drake University
Masters, Business Administration
Davis Life & Annuity May 2014 - Present
FBL Financial Group, Inc. January 2011 - May 2014
KPMG August 2007 - February 2011
MetLife July 2003 - August 2007
Principal Financial Group July 2000 - June 2002
Skills
Accounting, Financial Reporting, Sarbanes-Oxley Act, Financial Analysis, Auditing, GAAP, CPA, Internal Audit
Education
Northwestern College 1996 — 2000
Bachelor of Arts, Business and Economics
Drake University
Masters, Accounting
Drake University
Masters, Business Administration
Carol J. Bond's Principal Financial Group Experience April 2001 - Present
Job Sr. Learning & Development Analyst, Specialty Benefits Division, US Insurance Solutions at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group April 2001 - Present
Wells Fargo Home Mortgage April 1998 - April 2001
Principal Financial Group 1996 - 1998
Principal Financial Group 1994 - 1996
Principal Financial Group 1990 - 1994
Skills
Adult Education, Instructional Design, Leadership Development, Learning Management, Career Development, Onboarding, Curriculum Design, Performance Management, Performance Consulting, Succession Planning, Coaching, Employee Engagement, Needs Analysis, Training Delivery, Mentoring, Change Management, Team Building, Blended Learning, Staff Development, Technical Training, Process Improvement, Team Management, Hiring, Performance Improvement, Customer Service, Problem Solving, Organizational..., Career Pathing, Curriculum Development, Instructor-led Training, ADDIE, Soft Skills, Online Training, Competency Framework..., Public Relations, Business Process Mapping, Staffing Models, E-Learning, Employee Relations, Insurance, Training, Employee Training, Management, Project Planning, Budgets, Project Management, Strategic Planning, Workshop Facilitation, Talent Management, Organizational...
Education
Drake University 1996 — 1998
Masters of Science, Education, Adult Learning & Professional Development
Iowa State University 1987 — 1989
BLS, Business, Communications, Social Sciences
Principal Financial Group April 2001 - Present
Wells Fargo Home Mortgage April 1998 - April 2001
Principal Financial Group 1996 - 1998
Principal Financial Group 1994 - 1996
Principal Financial Group 1990 - 1994
Skills
Adult Education, Instructional Design, Leadership Development, Learning Management, Career Development, Onboarding, Curriculum Design, Performance Management, Performance Consulting, Succession Planning, Coaching, Employee Engagement, Needs Analysis, Training Delivery, Mentoring, Change Management, Team Building, Blended Learning, Staff Development, Technical Training, Process Improvement, Team Management, Hiring, Performance Improvement, Customer Service, Problem Solving, Organizational..., Career Pathing, Curriculum Development, Instructor-led Training, ADDIE, Soft Skills, Online Training, Competency Framework..., Public Relations, Business Process Mapping, Staffing Models, E-Learning, Employee Relations, Insurance, Training, Employee Training, Management, Project Planning, Budgets, Project Management, Strategic Planning, Workshop Facilitation, Talent Management, Organizational...
Education
Drake University 1996 — 1998
Masters of Science, Education, Adult Learning & Professional Development
Iowa State University 1987 — 1989
BLS, Business, Communications, Social Sciences
Brian Coady's Principal Financial Group Experience March 2008 - Present
Job Director of Sales at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group March 2008 - Present
Skills
Employee Benefits, Insurance, Dental, Disability Insurance, Life Insurance, Fixed Annuities, 401k, Retirement, Health Insurance, Term Life Insurance, Sales, Brokers, Underwriting, Customer Service, Management, Leadership, Strategic Planning
Education
Drake University 2003 — 2006
MBA
Truman State University 1999 — 2003
Economics, Business / Economcis
Newton High School 1995 — 1999
Principal Financial Group March 2008 - Present
Skills
Employee Benefits, Insurance, Dental, Disability Insurance, Life Insurance, Fixed Annuities, 401k, Retirement, Health Insurance, Term Life Insurance, Sales, Brokers, Underwriting, Customer Service, Management, Leadership, Strategic Planning
Education
Drake University 2003 — 2006
MBA
Truman State University 1999 — 2003
Economics, Business / Economcis
Newton High School 1995 — 1999
Christine Nikunen's Principal Financial Group Experience November 1987 - September 1995
Job Senior Employee Education Specialist at First National Bank of Omaha
Industry Financial Services
Experience
First National Bank of Omaha January 1996 - Present
Principal Financial Group November 1987 - September 1995
Education
Eureka College 1983 — 1987
BA, Economics & Business
Drake University
MBA
First National Bank of Omaha January 1996 - Present
Principal Financial Group November 1987 - September 1995
Education
Eureka College 1983 — 1987
BA, Economics & Business
Drake University
MBA
Brian Emanuel's Principal Financial Group Experience February 2003 - Present
Job Associate Actuary at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group February 2003 - Present
Hartford Life January 2001 - January 2003
CIGNA August 1997 - January 2001
Skills
Actuarial Science, Fixed Annuity Reserving, Financial Modeling, MG-ALFA experience, VACARVM and C3P2, Managing Associates, Financial Forecasting, Cashflow Testing, Payout Annuity Reserving, Employee Benefits
Education
Drake University 1993 — 1997
BSBA, Actuarial Science and Finance
Principal Financial Group February 2003 - Present
Hartford Life January 2001 - January 2003
CIGNA August 1997 - January 2001
Skills
Actuarial Science, Fixed Annuity Reserving, Financial Modeling, MG-ALFA experience, VACARVM and C3P2, Managing Associates, Financial Forecasting, Cashflow Testing, Payout Annuity Reserving, Employee Benefits
Education
Drake University 1993 — 1997
BSBA, Actuarial Science and Finance
Doug Cretsinger's Principal Financial Group Experience April 2001 - October 2006
Job VP, Strategy and Customer Engagement
Industry Insurance
Experience
Applied Materials Senior Director, Strategic ProgramsApplied Materials
Principal Financial Group April 2001 - October 2006
Education
Drake University 1990 — 1995
Applied Materials Senior Director, Strategic ProgramsApplied Materials
Principal Financial Group April 2001 - October 2006
Education
Drake University 1990 — 1995
Craig Torkelson's Principal Financial Group Experience May 2004 - Present
Job Assistant Director Sales Training and Development at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group May 2004 - Present
Principal Financial Group April 2003 - May 2004
Principal Financial Group August 1995 - March 2003
Skills
Investments, Mutual Funds, Retirement Planning, Retirement, Series 7, Financial Services, Sales, 401k, Staff Development, Insurance, Relationship Management, Management, Pensions, Uniform Combined State...
Education
Drake University 1979 — 1983
Bachelor’s Degree, Finance and Economics
Rake High School 1974 — 1978
High School
Principal Financial Group May 2004 - Present
Principal Financial Group April 2003 - May 2004
Principal Financial Group August 1995 - March 2003
Skills
Investments, Mutual Funds, Retirement Planning, Retirement, Series 7, Financial Services, Sales, 401k, Staff Development, Insurance, Relationship Management, Management, Pensions, Uniform Combined State...
Education
Drake University 1979 — 1983
Bachelor’s Degree, Finance and Economics
Rake High School 1974 — 1978
High School
Daniel Kline's Principal Financial Group Experience July 2014 - Present
Job Risk Management Director at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group July 2014 - Present
Principal Financial Group September 2011 - Present
Principal Financial Group August 2008 - August 2011
Wells Fargo January 2005 - August 2008
Principal Financial Group June 2001 - December 2004
Principal Financial Group July 1999 - May 2001
Principal Financial Group November 1995 - June 1999
Travelex May 1994 - November 1995
Skills
Risk Management, Credit Risk, Financial Analysis, Investments, Finance, Insurance, Analysis, Financial Planning, Credit
Education
Drake University 1996 — 1999
MBA
University of Nebraska at Omaha 1990 — 1994
BSBA, Finance, Banking & Financial Markets
Principal Financial Group July 2014 - Present
Principal Financial Group September 2011 - Present
Principal Financial Group August 2008 - August 2011
Wells Fargo January 2005 - August 2008
Principal Financial Group June 2001 - December 2004
Principal Financial Group July 1999 - May 2001
Principal Financial Group November 1995 - June 1999
Travelex May 1994 - November 1995
Skills
Risk Management, Credit Risk, Financial Analysis, Investments, Finance, Insurance, Analysis, Financial Planning, Credit
Education
Drake University 1996 — 1999
MBA
University of Nebraska at Omaha 1990 — 1994
BSBA, Finance, Banking & Financial Markets
Curt Husske's Principal Financial Group Experience January 1991 - April 1997
Job Systems Analyst at EMC Insurance Companies
Industry Computer Software
Experience
EMC Insurance Companies April 1997 - Present
Principal Financial Group January 1991 - April 1997
Skills
Testing, Requirements Gathering, Business Analysis, Programming, CSS, Team Building, Insurance, Databases
Education
Drake University 1994 — 1997
BA, Business - Computer
EMC Insurance Companies April 1997 - Present
Principal Financial Group January 1991 - April 1997
Skills
Testing, Requirements Gathering, Business Analysis, Programming, CSS, Team Building, Insurance, Databases
Education
Drake University 1994 — 1997
BA, Business - Computer
Cain A. Hayes's Principal Financial Group Experience January 2007 - December 2008
Job President, MidAmerica Region
Industry Insurance
Experience
Aetna April 2015 - Present
Aetna November 2010 - April 2015
Nationwide Insurance November 2009 - November 2010
Nationwide Insurance December 2008 - February 2010
Principal Financial Group January 2007 - December 2008
Principal Financial Group January 2005 - January 2007
Principal Financial Group February 2001 - January 2005
Principal Financial Group January 1999 - February 2001
Principal Financial Group January 1997 - January 1999
Principal Financial Group June 1991 - January 1997
Education
University of Pennsylvania - The Wharton School 1999 — 2001
CEBS, Certified Employee Benefit Specialist
Webster University 1999 — 2001
MBA
Drake University 1987 — 1991
BSBA, Marketing
Aetna April 2015 - Present
Aetna November 2010 - April 2015
Nationwide Insurance November 2009 - November 2010
Nationwide Insurance December 2008 - February 2010
Principal Financial Group January 2007 - December 2008
Principal Financial Group January 2005 - January 2007
Principal Financial Group February 2001 - January 2005
Principal Financial Group January 1999 - February 2001
Principal Financial Group January 1997 - January 1999
Principal Financial Group June 1991 - January 1997
Education
University of Pennsylvania - The Wharton School 1999 — 2001
CEBS, Certified Employee Benefit Specialist
Webster University 1999 — 2001
MBA
Drake University 1987 — 1991
BSBA, Marketing
Carrie Fisk's Principal Financial Group Experience March 2015 - Present
Job Investment Specialist IIAnalytics at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group March 2015 - Present
Principal Financial Group March 2012 - March 2015
Skills
Series 7, Retirement, Series 6, Series 63, 401k, Insurance, Mutual Funds
Education
Drake University 2007 — 2009
MBA, Executive Development
University of Iowa
Principal Financial Group March 2015 - Present
Principal Financial Group March 2012 - March 2015
Skills
Series 7, Retirement, Series 6, Series 63, 401k, Insurance, Mutual Funds
Education
Drake University 2007 — 2009
MBA, Executive Development
University of Iowa
Brook Leonard's Principal Financial Group Experience October 2005 - April 2008
Job Supervisor, Energy Accounting at Tenaska Inc.
Industry Accounting
Experience
Tenaska July 2012 - Present
7-Eleven October 2010 - June 2012
Purfoods, LLC April 2010 - December 2010
Eurofins Scientific Inc April 2008 - March 2010
Principal Financial Group October 2005 - April 2008
Skills
Financial Reporting, Accounting, Forecasting, General Ledger, Financial Analysis, Internal Controls, Auditing, Sarbanes-Oxley Act, Account Reconciliation, GAAP, Accounts Payable, Financial Accounting, Accounts Receivable, Great Plains Software, Outlook, Analysis, Cash Flow, Revenue Recognition, Insurance, Managerial Finance, Mergers & Acquisitions, US GAAP, Finance, Peachtree, Strategic Financial..., Variance Analysis, Consolidation, PeopleSoft, Microsoft Excel, Data Analysis, Due Diligence, Budgets, Investments, Financial Modeling, Invoicing, Sarbanes-Oxley, Tax, Fixed Assets, Inventory Management, Access, Journal Entries, Accruals, SEC filings, Cost Accounting, Process Improvement, Corporate Finance, Management, Internal Audit, Financial Statements
Education
Drake University 1999 — 2004
BSBA, Accounting, Management, and Insurance, 3.47 / 4.0
Tenaska July 2012 - Present
7-Eleven October 2010 - June 2012
Purfoods, LLC April 2010 - December 2010
Eurofins Scientific Inc April 2008 - March 2010
Principal Financial Group October 2005 - April 2008
Skills
Financial Reporting, Accounting, Forecasting, General Ledger, Financial Analysis, Internal Controls, Auditing, Sarbanes-Oxley Act, Account Reconciliation, GAAP, Accounts Payable, Financial Accounting, Accounts Receivable, Great Plains Software, Outlook, Analysis, Cash Flow, Revenue Recognition, Insurance, Managerial Finance, Mergers & Acquisitions, US GAAP, Finance, Peachtree, Strategic Financial..., Variance Analysis, Consolidation, PeopleSoft, Microsoft Excel, Data Analysis, Due Diligence, Budgets, Investments, Financial Modeling, Invoicing, Sarbanes-Oxley, Tax, Fixed Assets, Inventory Management, Access, Journal Entries, Accruals, SEC filings, Cost Accounting, Process Improvement, Corporate Finance, Management, Internal Audit, Financial Statements
Education
Drake University 1999 — 2004
BSBA, Accounting, Management, and Insurance, 3.47 / 4.0
Gwen Swanger, CFA's Principal Financial Group Experience 1989 - 2008
Job Consultant on Investment Strategy at RiverGlen Wealth Management
Industry Higher Education
Experience
RiverGlen Wealth Management January 2011 - Present
West Des Moines Water Works August 2010 - December 2012
Drake University/Grandview University 2008 - December 2010
Principal Global Investors 2002 - 2008
Principal Financial Group 1989 - 2008
Skills
Investments, Portfolio Management, Mutual Funds, Fixed Income, Strategy, Investment Strategies, Financial Risk, Leadership, Economics, Bonds, Financial Analysis, Asset Management, Valuation, Analysis, Financial Modeling, Management
Education
Drake University 1987 — 1989
MBA, Finance
RiverGlen Wealth Management January 2011 - Present
West Des Moines Water Works August 2010 - December 2012
Drake University/Grandview University 2008 - December 2010
Principal Global Investors 2002 - 2008
Principal Financial Group 1989 - 2008
Skills
Investments, Portfolio Management, Mutual Funds, Fixed Income, Strategy, Investment Strategies, Financial Risk, Leadership, Economics, Bonds, Financial Analysis, Asset Management, Valuation, Analysis, Financial Modeling, Management
Education
Drake University 1987 — 1989
MBA, Finance
Brian Hild's Principal Financial Group Experience 1982 - 2008
Job Project Manager at Pioneer HiBred International Inc
Industry Financial Services
Experience
Pioneer Hi-Bred International Inc December 2009 - Present
Principal Financial Group 1982 - 2008
Education
Drake University 1979 — 1982
MBA, Business Administration
Pioneer Hi-Bred International Inc December 2009 - Present
Principal Financial Group 1982 - 2008
Education
Drake University 1979 — 1982
MBA, Business Administration
Dave Reichart, CFA, CAIA's Principal Financial Group Experience July 1992 - July 1994
Job Managing Director, Office of CIO, Guggenheim Partners Investment Management
Industry Financial Services
Experience
Guggenheim Partners Investment Mangagement, LLC March 2014 - Present
Principal Funds July 2008 - March 2014
Principal Global Investors January 1999 - July 2008
Principal International July 1997 - December 1998
Principal Commercial Real Estate Investors July 1994 - June 1997
Principal Financial Group July 1992 - July 1994
Principal Financial Group January 1991 - July 1992
Skills
Series 7, Mutual Funds, Alternative Investments, Series 63, Investments, Asset Allocation, Investment Advisory, Asset Managment, Series 24, Wealth Management, Series 65, Portfolio Management, Separately Managed..., Equities, Securities, Retirement Planning, ETFs, Retirement, Strategic Financial..., Financial Advisory, Wealth, Risk Management, Defined Benefit, Due Diligence, Institutional, Equity Valuation, Capital Markets, Insurance, Institutional..., Relationship Management, Fund Of Funds, Pensions, Financial Analysis, Pension Funds, Defined Contribution, Variable Annuities, Equity Research, Valuation, Fixed Annuities, Financial Markets, Bonds, Hedge Funds, Finance, 401k, Investment Management, Investment Strategies, Fixed Income, Financial Modeling, Life Insurance, Asset Management
Education
Drake University 1992 — 1994
MBA, International Business, 3.93
University of Nebraska-Lincoln 1986 — 1990
bachelors, Finance
Guggenheim Partners Investment Mangagement, LLC March 2014 - Present
Principal Funds July 2008 - March 2014
Principal Global Investors January 1999 - July 2008
Principal International July 1997 - December 1998
Principal Commercial Real Estate Investors July 1994 - June 1997
Principal Financial Group July 1992 - July 1994
Principal Financial Group January 1991 - July 1992
Skills
Series 7, Mutual Funds, Alternative Investments, Series 63, Investments, Asset Allocation, Investment Advisory, Asset Managment, Series 24, Wealth Management, Series 65, Portfolio Management, Separately Managed..., Equities, Securities, Retirement Planning, ETFs, Retirement, Strategic Financial..., Financial Advisory, Wealth, Risk Management, Defined Benefit, Due Diligence, Institutional, Equity Valuation, Capital Markets, Insurance, Institutional..., Relationship Management, Fund Of Funds, Pensions, Financial Analysis, Pension Funds, Defined Contribution, Variable Annuities, Equity Research, Valuation, Fixed Annuities, Financial Markets, Bonds, Hedge Funds, Finance, 401k, Investment Management, Investment Strategies, Fixed Income, Financial Modeling, Life Insurance, Asset Management
Education
Drake University 1992 — 1994
MBA, International Business, 3.93
University of Nebraska-Lincoln 1986 — 1990
bachelors, Finance
Deb Crouse's Principal Financial Group Experience June 1991 - June 1997
Job IM Manager at Pioneer HiBred
Industry Information Technology and Services
Experience
DuPont Pioneer August 2008 - Present
Pioneer Hi-Bred Intl Inc June 1997 - August 2008
Principal Financial Group June 1991 - June 1997
Skills
Leadership, Business Process..., Process Improvement, Business Analysis, SharePoint, SDLC, Business Process, Change Management, Cross-functional Team..., Vendor Management, Visio, Requirements Gathering, Software Documentation, Business Intelligence, Agile Methodologies
Education
Drake University 1999 — 2001
MBA, Masters of Business Administration, 3.935
Iowa State University 1988 — 1992
Bachelor of Science, Business/MIS, 3.61
DuPont Pioneer August 2008 - Present
Pioneer Hi-Bred Intl Inc June 1997 - August 2008
Principal Financial Group June 1991 - June 1997
Skills
Leadership, Business Process..., Process Improvement, Business Analysis, SharePoint, SDLC, Business Process, Change Management, Cross-functional Team..., Vendor Management, Visio, Requirements Gathering, Software Documentation, Business Intelligence, Agile Methodologies
Education
Drake University 1999 — 2001
MBA, Masters of Business Administration, 3.935
Iowa State University 1988 — 1992
Bachelor of Science, Business/MIS, 3.61
Edwin Njoroge, PMP's Principal Financial Group Experience February 1998 - March 2007
Job Business Systems Consultant at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo March 2007 - Present
Principal Financial Group February 1998 - March 2007
Skills
Business Requirements, SDLC, PMP, Requirements Gathering, Visio, Business Analysis, Requirements Analysis, User Acceptance Testing, SharePoint, Vendor Management, Software Project..., Process Improvement, Agile Methodologies, Systems Analysis, Data Modeling, Data Warehousing, Business Process, Waterfall, SQL, PMO, ETL, Enterprise Architecture, IT Strategy, Business Intelligence, Project Portfolio...
Education
Drake University 2000 — 2002
Masters, Business Administration
Missouri State University 1992 — 1997
Bachelor of Science, Computer Information Systems
Wells Fargo March 2007 - Present
Principal Financial Group February 1998 - March 2007
Skills
Business Requirements, SDLC, PMP, Requirements Gathering, Visio, Business Analysis, Requirements Analysis, User Acceptance Testing, SharePoint, Vendor Management, Software Project..., Process Improvement, Agile Methodologies, Systems Analysis, Data Modeling, Data Warehousing, Business Process, Waterfall, SQL, PMO, ETL, Enterprise Architecture, IT Strategy, Business Intelligence, Project Portfolio...
Education
Drake University 2000 — 2002
Masters, Business Administration
Missouri State University 1992 — 1997
Bachelor of Science, Computer Information Systems
David J. Paetz's Principal Financial Group Experience July 2009 - February 2014
Job AXA Regional Vice President
Industry Financial Services
Experience
AXA US February 2015 - Present
Principal Financial Group July 2009 - February 2014
Principal Global Investors July 2007 - July 2009
Principal Financial Group August 1997 - July 2007
Education
Drake University 1988 — 1991
BS Business Administration, Economics, Finance
AXA US February 2015 - Present
Principal Financial Group July 2009 - February 2014
Principal Global Investors July 2007 - July 2009
Principal Financial Group August 1997 - July 2007
Education
Drake University 1988 — 1991
BS Business Administration, Economics, Finance
Doug Chilton, CPCU, ARe's Principal Financial Group Experience April 2004 - June 2008
Job Consultant at Doug Chilton Consulting
Industry Management Consulting
Experience
Doug Chilton Consulting November 2013 - Present
Paper Free Technology October 2013 - January 2015
Clear Channel Media + Entertainment January 2013 - October 2013
American Marketing & Publishing, LLC September 2012 - January 2013
Best Buy November 2009 - August 2012
AXA Advisors 2008 - 2011
Principal Financial Group April 2004 - June 2008
EMC Insurance Companies April 1989 - April 2004
Skills
Insurance, Strategy, Risk Management, Management, Financial Analysis, Accounting, Sales, Leadership, Process Improvement, Reinsurance, Strategic Planning, Analysis, Marketing, Finance, Public Speaking, Direct Sales, Integrated Marketing, Brand Management, Digital Media, New Business Development, Marketing Strategy, Social Media Marketing, Enterprise Content..., Corporate Risk, Laserfiche, General Insurance, Financial Risk
Education
Drake University 1984 — 1988
BS, Accounting and Corporate Finance
Doug Chilton Consulting November 2013 - Present
Paper Free Technology October 2013 - January 2015
Clear Channel Media + Entertainment January 2013 - October 2013
American Marketing & Publishing, LLC September 2012 - January 2013
Best Buy November 2009 - August 2012
AXA Advisors 2008 - 2011
Principal Financial Group April 2004 - June 2008
EMC Insurance Companies April 1989 - April 2004
Skills
Insurance, Strategy, Risk Management, Management, Financial Analysis, Accounting, Sales, Leadership, Process Improvement, Reinsurance, Strategic Planning, Analysis, Marketing, Finance, Public Speaking, Direct Sales, Integrated Marketing, Brand Management, Digital Media, New Business Development, Marketing Strategy, Social Media Marketing, Enterprise Content..., Corporate Risk, Laserfiche, General Insurance, Financial Risk
Education
Drake University 1984 — 1988
BS, Accounting and Corporate Finance
Emily Caswell's Principal Financial Group Experience July 2003 - December 2006
Job Technical Recruiting Lead at Dice
Industry Staffing and Recruiting
Experience
Dice January 2014 - Present
Legacy Bank April 2011 - January 2014
Principal Bank December 2006 - April 2011
Principal Financial Group July 2003 - December 2006
Skills
Customer Service, Time Management, Event Planning, Marketing, Fundraising, Public Speaking, Leadership, Project Planning, Insurance, Budgets, Sales, Social Media, Strategic Planning, Nonprofits, Community Outreach, Management, Relationship Management, Employee Benefits, Technical Recruiting, Account Management, Teamwork, Recruiting, Client Follow-up, Easily Adaptable
Education
Drake University 2007 — 2009
MPA
University of Northern Iowa 1999 — 2003
Public Relations
Xavier
Dice January 2014 - Present
Legacy Bank April 2011 - January 2014
Principal Bank December 2006 - April 2011
Principal Financial Group July 2003 - December 2006
Skills
Customer Service, Time Management, Event Planning, Marketing, Fundraising, Public Speaking, Leadership, Project Planning, Insurance, Budgets, Sales, Social Media, Strategic Planning, Nonprofits, Community Outreach, Management, Relationship Management, Employee Benefits, Technical Recruiting, Account Management, Teamwork, Recruiting, Client Follow-up, Easily Adaptable
Education
Drake University 2007 — 2009
MPA
University of Northern Iowa 1999 — 2003
Public Relations
Xavier
Eric Bunce's Principal Financial Group Experience 2001 - 2009
Job Specialty Account Executive at Aetna
Industry Insurance
Experience
Aetna March 2012 - Present
Cerner Corporation November 2010 - March 2012
Community Health Solutions 2009 - 2010
Principal Financial Group 2001 - 2009
Metlife 1998 - 2001
Skills
Wellness, Employee Benefits, Dental, Consultative Selling, Benefits, Health, Business Development, Dentistry, Management, Sales, Healthcare, Selling
Education
Drake University 1989 — 1994
B/A, Sociology
Aetna March 2012 - Present
Cerner Corporation November 2010 - March 2012
Community Health Solutions 2009 - 2010
Principal Financial Group 2001 - 2009
Metlife 1998 - 2001
Skills
Wellness, Employee Benefits, Dental, Consultative Selling, Benefits, Health, Business Development, Dentistry, Management, Sales, Healthcare, Selling
Education
Drake University 1989 — 1994
B/A, Sociology
Erin Hassing's Principal Financial Group Experience May 2011 - Present
Job Actuarial Assistant at Principal Financial Group
Industry Accounting
Experience
Principal Financial Group May 2011 - Present
Aviva Investors September 2010 - May 2011
Nationwide Insurance May 2010 - August 2010
Education
Drake University 2008 — 2012
Bachelor of Science (BS), Actuarial Science & Accounting
Principal Financial Group May 2011 - Present
Aviva Investors September 2010 - May 2011
Nationwide Insurance May 2010 - August 2010
Education
Drake University 2008 — 2012
Bachelor of Science (BS), Actuarial Science & Accounting
Harlan Bergman's Principal Financial Group Experience Vice President - Financial Operations and ControlThe Principal Financial GroupJuly 1954 - December 1994
Job Retired at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group Vice President - Financial Operations and ControlThe Principal Financial GroupJuly 1954 - December 1994
Skills
Excel, Word, Accounting, Financial Analysis, Financial Reporting, Microsoft Word, Insurance, Microsoft Excel, Strategic Planning, Customer Service, Financial Planning, Leadership, Team Building, Risk Management, Social Media, Public Speaking, PowerPoint
Education
Drake University 1965 — 1969
Master of Arts (M.A.), Economics
University of Iowa - Henry B. Tippie College of Business 1950 — 1954
BSC, Accounting
Principal Financial Group Vice President - Financial Operations and ControlThe Principal Financial GroupJuly 1954 - December 1994
Skills
Excel, Word, Accounting, Financial Analysis, Financial Reporting, Microsoft Word, Insurance, Microsoft Excel, Strategic Planning, Customer Service, Financial Planning, Leadership, Team Building, Risk Management, Social Media, Public Speaking, PowerPoint
Education
Drake University 1965 — 1969
Master of Arts (M.A.), Economics
University of Iowa - Henry B. Tippie College of Business 1950 — 1954
BSC, Accounting
Damaris Vilmael's Principal Financial Group Experience August 2014 - Present
Job Account Coordinator at Principal Financial Group
Industry Insurance
Experience
Principal Financial Group August 2014 - Present
Principal Financial Group June 2011 - Present
Principal Financial Group April 2009 - June 2011
Principal Financial Group 2006 - 2008
Drake University 2005 - 2006
Drake University 2005 - 2006
St Paul A.M.E Church Summer School Program 2005 - 2005
Drake University 2004 - 2005
Drake University 2003 - 2003
Skills
Event Planning, Interior Design, Volunteering, Volunteer Recruiting, Fundraising, Fashion Design, Human Resources, Community Outreach, Domestic Relations, Committee Liaison, Corporate Communications, Mentoring, Leadership, Customer Service
Education
Drake University 2002 — 2006
Bachelor of Arts (B.A.), Communication, Journalism, and Related Programs
Morgan Park High School 1998 — 2002
Principal Financial Group August 2014 - Present
Principal Financial Group June 2011 - Present
Principal Financial Group April 2009 - June 2011
Principal Financial Group 2006 - 2008
Drake University 2005 - 2006
Drake University 2005 - 2006
St Paul A.M.E Church Summer School Program 2005 - 2005
Drake University 2004 - 2005
Drake University 2003 - 2003
Skills
Event Planning, Interior Design, Volunteering, Volunteer Recruiting, Fundraising, Fashion Design, Human Resources, Community Outreach, Domestic Relations, Committee Liaison, Corporate Communications, Mentoring, Leadership, Customer Service
Education
Drake University 2002 — 2006
Bachelor of Arts (B.A.), Communication, Journalism, and Related Programs
Morgan Park High School 1998 — 2002
Hayley Schick's Principal Financial Group Experience May 2008 - May 2009
Job Client Relationship Manager at Businessolver
Industry Information Technology and Services
Experience
Businessolver January 2014 - Present
Wells Fargo Home Mortgage September 2011 - December 2013
Wells Fargo Home Mortgage June 2009 - January 2012
Principal Financial Group May 2008 - May 2009
Skills
Management, Credit, Analysis, Sales, Diversity, Loans, Team Management, Committed to..., Financial Analysis, Employee Relations, Internal Communications
Education
Drake University 2009 — 2012
Master of Business Administration (M.B.A.)
Drake University 2005 — 2008
Marketing and Public Relations, Business and Journalism
Businessolver January 2014 - Present
Wells Fargo Home Mortgage September 2011 - December 2013
Wells Fargo Home Mortgage June 2009 - January 2012
Principal Financial Group May 2008 - May 2009
Skills
Management, Credit, Analysis, Sales, Diversity, Loans, Team Management, Committed to..., Financial Analysis, Employee Relations, Internal Communications
Education
Drake University 2009 — 2012
Master of Business Administration (M.B.A.)
Drake University 2005 — 2008
Marketing and Public Relations, Business and Journalism
Dave Catrenich's Principal Financial Group Experience June 1978 - March 2001
Job sr systems analyst at GuideOne Insurance
Industry Insurance
Experience
GuideOne Insurance June 2001 - Present
Principal Financial Group June 1978 - March 2001
Skills
COBOL, SQL, Data Warehousing, JCL, Data Modeling, Business Intelligence, Databases, Access, Excel, Systems Analysis, Analysis, Insurance, ETL, SDLC
Education
Drake University 1974 — 1978
BS, Computer Science
North Des Moines 1971 — 1974
HS diploma, general
GuideOne Insurance June 2001 - Present
Principal Financial Group June 1978 - March 2001
Skills
COBOL, SQL, Data Warehousing, JCL, Data Modeling, Business Intelligence, Databases, Access, Excel, Systems Analysis, Analysis, Insurance, ETL, SDLC
Education
Drake University 1974 — 1978
BS, Computer Science
North Des Moines 1971 — 1974
HS diploma, general
Elizabeth Reidburn's Principal Financial Group Experience 1999 - 2000
Job Financial Services Professional
Industry Financial Services
Experience
Wells Fargo Bank March 2000 - Present
Principal Financial Group 1999 - 2000
Principal Financial Group 1994 - 1999
Bankers Trust 1979 - 1994
Skills
Bonds, Financial Analysis, Business Development, Financial Services, Fixed Income, Investments, Market Research
Education
Drake University
Interior Design
Santa Monica College
Theater Arts
Wells Fargo Bank March 2000 - Present
Principal Financial Group 1999 - 2000
Principal Financial Group 1994 - 1999
Bankers Trust 1979 - 1994
Skills
Bonds, Financial Analysis, Business Development, Financial Services, Fixed Income, Investments, Market Research
Education
Drake University
Interior Design
Santa Monica College
Theater Arts
George Annoussis's Principal Financial Group Experience January 2015 - Present
Job Associate Underwriter at Principal Financial Group
Industry Insurance
Experience
Principal Financial Group January 2015 - Present
Principal Financial Group October 2007 - Present
Iowa Methodist Medical Center January 1997 - Present
Skills
Pharmacology, Microbiology, Physiology
Education
Drake University 1994 — 1999
Bachelor of Arts (B.A.), Microbiology and Immunology
Principal Financial Group January 2015 - Present
Principal Financial Group October 2007 - Present
Iowa Methodist Medical Center January 1997 - Present
Skills
Pharmacology, Microbiology, Physiology
Education
Drake University 1994 — 1999
Bachelor of Arts (B.A.), Microbiology and Immunology
Courtney Rudd's Principal Financial Group Experience May 2013 - October 2013
Job Application Developer
Industry Information Technology and Services
Experience
Principal Financial Group May 2013 - October 2013
Principal Financial Group May 2012 - August 2012
Principal Financial Group May 2011 - August 2011
Education
Drake University 2010 — 2014
Bachelors of Science and Business Administration, Computer Science, Information Systems, Accounting
Principal Financial Group May 2013 - October 2013
Principal Financial Group May 2012 - August 2012
Principal Financial Group May 2011 - August 2011
Education
Drake University 2010 — 2014
Bachelors of Science and Business Administration, Computer Science, Information Systems, Accounting
Cody Lawler's Principal Financial Group Experience July 2013 - Present
Job Regional Compliance Director at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group July 2013 - Present
Skills
FINRA, Series 6, Series 7, Series 24, Series 53, Series 66, Financial Services, Securities, Mutual Funds, Public Speaking, Auditing, Investment Advisory..., State of Iowa Life and..., Microsoft Office, Communication Skills, Fixed Annuities, Financial Risk, Insurance, State of Iowa Variable..., Compliance, Training, Business Travel, Leadership, Experienced Trainer, Social Media
Education
Drake University 2005 — 2008
Bachelors of Science and Business Administration
Iowa Central Community College 2004 — 2005
Associate of Arts
Fort Dodge Senior High 2000 — 2004
Principal Financial Group July 2013 - Present
Skills
FINRA, Series 6, Series 7, Series 24, Series 53, Series 66, Financial Services, Securities, Mutual Funds, Public Speaking, Auditing, Investment Advisory..., State of Iowa Life and..., Microsoft Office, Communication Skills, Fixed Annuities, Financial Risk, Insurance, State of Iowa Variable..., Compliance, Training, Business Travel, Leadership, Experienced Trainer, Social Media
Education
Drake University 2005 — 2008
Bachelors of Science and Business Administration
Iowa Central Community College 2004 — 2005
Associate of Arts
Fort Dodge Senior High 2000 — 2004
Christine Schmitt's Principal Financial Group Experience June 2001 - June 2006
Job Project Manager at VoiceTA Inc.
Industry Telecommunications
Experience
VoiceTA Inc. June 2006 - Present
Marketing Architects May 2009 - October 2010
Marketing Architects August 2006 - August 2010
Skybridge Marketing Group September 2009 - February 2010
Marsh & McLennan Companies, Inc. August 2007 - January 2010
Product Support Solutions June 2007 - August 2007
Principal Financial Group June 2001 - June 2006
Principal Financial Group March 1996 - June 2001
EMC Insurance Companies March 1990 - January 1996
Alcoa January 1988 - March 1990
Skills
Integrated Marketing, Process Improvement, Customer Service, Direct Marketing, Team Building, Call Center, Business Requirements, Business Analysis, Mentoring, Quality Assurance, System Testing, User Acceptance Testing, Project Delivery, Call Centers, Telecommunications, Project Management, Integration, Leadership, Software Documentation, IVR, Vendor Management, Business Process, Project Planning, Visio
Education
Drake University 1991 — 1994
Masters, MBA
St. Ambrose University 1989 — 1990
Business Admin
Minnesota State University, Mankato 1983 — 1987
BS, Accounting/Computer Science
VoiceTA Inc. June 2006 - Present
Marketing Architects May 2009 - October 2010
Marketing Architects August 2006 - August 2010
Skybridge Marketing Group September 2009 - February 2010
Marsh & McLennan Companies, Inc. August 2007 - January 2010
Product Support Solutions June 2007 - August 2007
Principal Financial Group June 2001 - June 2006
Principal Financial Group March 1996 - June 2001
EMC Insurance Companies March 1990 - January 1996
Alcoa January 1988 - March 1990
Skills
Integrated Marketing, Process Improvement, Customer Service, Direct Marketing, Team Building, Call Center, Business Requirements, Business Analysis, Mentoring, Quality Assurance, System Testing, User Acceptance Testing, Project Delivery, Call Centers, Telecommunications, Project Management, Integration, Leadership, Software Documentation, IVR, Vendor Management, Business Process, Project Planning, Visio
Education
Drake University 1991 — 1994
Masters, MBA
St. Ambrose University 1989 — 1990
Business Admin
Minnesota State University, Mankato 1983 — 1987
BS, Accounting/Computer Science
Ed Acela's Principal Financial Group Experience 1989 - 1995
Job Insurance Professional
Industry Insurance
Experience
American Republic Ins 1995 - 2000
Principal Financial Group 1989 - 1995
Skills
Commercial Insurance, Property & Casualty..., Insurance, Customer Service, Risk Management, Fraud, General Insurance, Investigation
Education
Drake University
Bachelor's degree, Biology, General
American Republic Ins 1995 - 2000
Principal Financial Group 1989 - 1995
Skills
Commercial Insurance, Property & Casualty..., Insurance, Customer Service, Risk Management, Fraud, General Insurance, Investigation
Education
Drake University
Bachelor's degree, Biology, General
Jane Tew's Principal Financial Group Experience 1982 - 2008
Job Financial Services Professional
Industry Financial Services
Experience
Principal Financial Group 1982 - 2008
Skills
CICS, JCL, VSAM, Dasd, DB2, SQL, FTP, COBOL
Education
Drake University 1969 — 1972
Bachelor of Arts (B.A.), History
Principal Financial Group 1982 - 2008
Skills
CICS, JCL, VSAM, Dasd, DB2, SQL, FTP, COBOL
Education
Drake University 1969 — 1972
Bachelor of Arts (B.A.), History
Heather Brandt's Principal Financial Group Experience August 1991 - Present
Job Director Client Services at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group August 1991 - Present
Skills
Management, Leadership, Business Analysis, Process Improvement
Education
Drake University 1990 — 1994
Bachelor of Science (B.S.), Business Administration and Management, General
Principal Financial Group August 1991 - Present
Skills
Management, Leadership, Business Analysis, Process Improvement
Education
Drake University 1990 — 1994
Bachelor of Science (B.S.), Business Administration and Management, General
Deborah Borland's Principal Financial Group Experience
Job
Industry Financial Services
Experience
Principal Financial Group
Skills
Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Strategic Planning, Budgets
Education
Drake University
Principal Financial Group
Skills
Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Strategic Planning, Budgets
Education
Drake University
Jacque Uhlenberg's Principal Financial Group Experience July 2006 - Present
Job Client Service Manager at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group July 2006 - Present
Skills
Customer Service, 401k, Retirement, Wealth Management, Financial Services, Mutual Funds
Education
Drake University 1999 — 2003
Elementary Education and Teaching
Principal Financial Group July 2006 - Present
Skills
Customer Service, 401k, Retirement, Wealth Management, Financial Services, Mutual Funds
Education
Drake University 1999 — 2003
Elementary Education and Teaching
Gregg Gustafson's Principal Financial Group Experience March 1995 - June 1998
Job Plant Manager at Pella Windows & Doors
Industry Construction
Experience
Pella Windows & Doors February 2002 - Present
Pella Corporation July 1998 - January 2002
Principal Financial Group March 1995 - June 1998
Principal Financial Group June 1993 - February 1995
Skills
Construction, Contract Negotiation, Budgets, Team Building, Strategic Planning, Customer Service, Negotiation, Purchasing, New Business Development, Sales Management
Education
Drake University 1993 — 1995
Master of Business Administration (MBA)
Central College, Pella, Ia 1987 — 1989
BA, Business Administration
Pella Windows & Doors February 2002 - Present
Pella Corporation July 1998 - January 2002
Principal Financial Group March 1995 - June 1998
Principal Financial Group June 1993 - February 1995
Skills
Construction, Contract Negotiation, Budgets, Team Building, Strategic Planning, Customer Service, Negotiation, Purchasing, New Business Development, Sales Management
Education
Drake University 1993 — 1995
Master of Business Administration (MBA)
Central College, Pella, Ia 1987 — 1989
BA, Business Administration
The Principal Financial Group
BTG Pactual
HuaTai Securities Co.,Ltd.
Guosen Securities
PFG
Principal Financial
Principle
Fubon Financial Holdings