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
TJ Barber TJ Barber's Principal Financial Group Experience May 2012 - August 2012
Job Web Developer, Infrastructure Support Engineer at Avtex Solutions, LLC
Industry Information Technology and Services
Experience
Avtex Solutions, LLC March 2015 - June 2015
DMI (Digital Management, Inc.) September 2014 - March 2015
Principal Financial Group May 2012 - August 2012
Superior Paving Inc. May 2011 - August 2011
Skills
Databases, Java, Microsoft Excel, Mobile Devices, SQL, Access, Business Analysis, Microsoft Office, HTML, Visio, Windows, JavaScript, SharePoint, Customer Service, Microsoft SQL Server, Team Leadership, Data Analysis, Microsoft Word, Management, Visual Basic, VBA, ServiceNow
Education
Drake University 2010 — 2014
Bachelor of Science in Business Administration, Information Systems
Avtex Solutions, LLC March 2015 - June 2015
DMI (Digital Management, Inc.) September 2014 - March 2015
Principal Financial Group May 2012 - August 2012
Superior Paving Inc. May 2011 - August 2011
Skills
Databases, Java, Microsoft Excel, Mobile Devices, SQL, Access, Business Analysis, Microsoft Office, HTML, Visio, Windows, JavaScript, SharePoint, Customer Service, Microsoft SQL Server, Team Leadership, Data Analysis, Microsoft Word, Management, Visual Basic, VBA, ServiceNow
Education
Drake University 2010 — 2014
Bachelor of Science in Business Administration, Information Systems
Steve Hilmes Steve Hilmes's Principal Financial Group Experience November 1992 - November 2011
Job Regional Wholesaler at Voya Financial
Industry Financial Services
Experience
Voya Financial March 2015 - Present
Hanson McClain December 2011 - 2014
Principal Financial Group November 1992 - November 2011
Equitable Life of Iowa January 1991 - October 1992
Skills
Marketing Strategy, Market Research, Retirement Planning, Relationship Management, Leadership, Insurance, Analysis, Investments, CRM, Sales, Business Planning, Marketing, Sales Management, Sales Presentations, Direct Marketing, Salesforce.com, Financial Services, Mutual Funds, Negotiation, Strategic Planning, Financial Planning, Management
Education
Drake University 1987 — 1989
Bachelor's degree, Advertising / Public Relations
Central College, Pella, IA 1985 — 1986
Voya Financial March 2015 - Present
Hanson McClain December 2011 - 2014
Principal Financial Group November 1992 - November 2011
Equitable Life of Iowa January 1991 - October 1992
Skills
Marketing Strategy, Market Research, Retirement Planning, Relationship Management, Leadership, Insurance, Analysis, Investments, CRM, Sales, Business Planning, Marketing, Sales Management, Sales Presentations, Direct Marketing, Salesforce.com, Financial Services, Mutual Funds, Negotiation, Strategic Planning, Financial Planning, Management
Education
Drake University 1987 — 1989
Bachelor's degree, Advertising / Public Relations
Central College, Pella, IA 1985 — 1986
Michele Slawson Michele Slawson's Principal Financial Group Experience March 2013 - May 2014
Job Senior Investment Product Advisor at Principal Global Investors
Industry Financial Services
Experience
Kum & Go September 2015 - Present
Principal Global Investors May 2014 - September 2015
Principal Financial Group March 2013 - May 2014
Miles Capital, Inc. April 2011 - March 2013
condo association 2009 - 2013
Aviva Investors January 2011 - April 2011
Aviva Investors North America August 2010 - January 2011
Aviva Investors North America January 2008 - August 2010
Aviva Investors North America May 2007 - January 2008
Civic Music Association March 2006 - May 2007
Skills
Relationship Management, Strategy, Business Analysis, Program Management, Leadership, Financial Services, Project Management, Strategic Planning, Analysis, Investments, Business Development, Business Strategy, Finance, Mutual Funds, Project Delivery, Business Process, Hedge Funds, Business Transformation, Financial Risk, Derivatives, Budgets, Bonds, Asset Management, Project Planning, Financial Analysis
Education
Drake University 1999 — 2002
MBA
Washburn University 1986 — 1990
Ba, Criminal Justice Corrections
Kum & Go September 2015 - Present
Principal Global Investors May 2014 - September 2015
Principal Financial Group March 2013 - May 2014
Miles Capital, Inc. April 2011 - March 2013
condo association 2009 - 2013
Aviva Investors January 2011 - April 2011
Aviva Investors North America August 2010 - January 2011
Aviva Investors North America January 2008 - August 2010
Aviva Investors North America May 2007 - January 2008
Civic Music Association March 2006 - May 2007
Skills
Relationship Management, Strategy, Business Analysis, Program Management, Leadership, Financial Services, Project Management, Strategic Planning, Analysis, Investments, Business Development, Business Strategy, Finance, Mutual Funds, Project Delivery, Business Process, Hedge Funds, Business Transformation, Financial Risk, Derivatives, Budgets, Bonds, Asset Management, Project Planning, Financial Analysis
Education
Drake University 1999 — 2002
MBA
Washburn University 1986 — 1990
Ba, Criminal Justice Corrections
Nathen Pastorik Nathen Pastorik's Principal Financial Group Experience September 2013 - Present
Job Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group September 2013 - Present
Town Financial February 2012 - September 2013
Nationwide Insurance August 2011 - February 2012
Skills
Insurance, Underwriting, Financial Analysis, Risk Management, Banking, Mutual Funds, Business Analysis, Investments, Credit, Property & Casualty...
Education
Drake University 2007 — 2011
Bachelor's degree, Finance
Principal Financial Group September 2013 - Present
Town Financial February 2012 - September 2013
Nationwide Insurance August 2011 - February 2012
Skills
Insurance, Underwriting, Financial Analysis, Risk Management, Banking, Mutual Funds, Business Analysis, Investments, Credit, Property & Casualty...
Education
Drake University 2007 — 2011
Bachelor's degree, Finance
Tyler Archer's Principal Financial Group Experience January 2014 - Present
Job Consultant at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group January 2014 - Present
Principal Financial Group July 2011 - January 2014
Principal Financial Group November 2007 - July 2011
Skills
Retirement, 401k, Defined Benefit, Pensions
Education
Drake University 2011 — 2014
Master's Degree, Masters of Business Administration
Wartburg College 2002 — 2006
Bachelor's Degree, Mathematics
Principal Financial Group January 2014 - Present
Principal Financial Group July 2011 - January 2014
Principal Financial Group November 2007 - July 2011
Skills
Retirement, 401k, Defined Benefit, Pensions
Education
Drake University 2011 — 2014
Master's Degree, Masters of Business Administration
Wartburg College 2002 — 2006
Bachelor's Degree, Mathematics
Adrienne Gross Adrienne Gross's Principal Financial Group Experience January 2010 - August 2011
Job Business Information Specialist/Lead Subrogation at Nationwide Insurance
Industry Insurance
Experience
Nationwide Insurance August 2015 - Present
Just ADG, LLC July 2012 - Present
Nationwide Insurance June 2014 - August 2015
Nationwide Insurance October 2011 - June 2014
Principal Financial Group January 2010 - August 2011
State of Iowa Fifth Judicial District 2007 - 2010
USDA-NRCS July 2006 - July 2007
Skills
Employment Law, Risk Management, Real Estate Transactions, Outstanding Customer..., Compliance, Photography, Access, Excel, SharePoint, Legal Writing, Legal Research, Legal Documentation, Technical Writing, Corporate Governance, Criminal Law, Public Speaking, Customer Service, Workers Compensation, Arbitration, Management
Education
Drake University Law School 2004 — 2007
Jurisdoctorate, Law
Indiana University Bloomington 2000 — 2004
B.A., Economics, Psychology, Photography, LAMP
Nationwide Insurance August 2015 - Present
Just ADG, LLC July 2012 - Present
Nationwide Insurance June 2014 - August 2015
Nationwide Insurance October 2011 - June 2014
Principal Financial Group January 2010 - August 2011
State of Iowa Fifth Judicial District 2007 - 2010
USDA-NRCS July 2006 - July 2007
Skills
Employment Law, Risk Management, Real Estate Transactions, Outstanding Customer..., Compliance, Photography, Access, Excel, SharePoint, Legal Writing, Legal Research, Legal Documentation, Technical Writing, Corporate Governance, Criminal Law, Public Speaking, Customer Service, Workers Compensation, Arbitration, Management
Education
Drake University Law School 2004 — 2007
Jurisdoctorate, Law
Indiana University Bloomington 2000 — 2004
B.A., Economics, Psychology, Photography, LAMP
Rita Rosburg Rita Rosburg's Principal Financial Group Experience January 1990 - March 2003
Job Sr. Project Manager at Wellmark Blue Cross Blue Shield
Industry Insurance
Experience
Wellmark Blue Cross Blue Shield March 2003 - Present
Principal Financial Group January 1990 - March 2003
Skills
SDLC, Project Management, Teamwork, Business Intelligence, Organization, Databases, Project Planning, Management, Business Analysis, MS Project, Requirements Gathering, Analysis, Software Project..., IT Strategy, Requirements Analysis, Data Analysis, Vendor Management, Software Documentation, Change Management, Business Requirements, SQL, Access, Business Objects, Resource Management, Data Warehousing, Business Process, User Acceptance Testing, Program Management, Process Improvement, Systems Analysis, Integration, Risk Management, Project Portfolio..., Testing, Project Delivery, Data Integration, PMO, SharePoint, Business Process...
Education
Drake University
Bachelor of Science, Computer Information Systems, Accounting
Wellmark Blue Cross Blue Shield March 2003 - Present
Principal Financial Group January 1990 - March 2003
Skills
SDLC, Project Management, Teamwork, Business Intelligence, Organization, Databases, Project Planning, Management, Business Analysis, MS Project, Requirements Gathering, Analysis, Software Project..., IT Strategy, Requirements Analysis, Data Analysis, Vendor Management, Software Documentation, Change Management, Business Requirements, SQL, Access, Business Objects, Resource Management, Data Warehousing, Business Process, User Acceptance Testing, Program Management, Process Improvement, Systems Analysis, Integration, Risk Management, Project Portfolio..., Testing, Project Delivery, Data Integration, PMO, SharePoint, Business Process...
Education
Drake University
Bachelor of Science, Computer Information Systems, Accounting
Stephanie Rahm Stephanie Rahm's Principal Financial Group Experience September 2013 - Present
Job Client Relations Manager at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group September 2013 - Present
Principal Financial Group August 2001 - September 2013
Principal Financial Group April 1994 - August 2001
Skills
Retirement Plans
Education
Drake University 1989 — 1991
BS, Banking, Corporate, Finance, and Securities Law
Iowa State University 1987 — 1989
High School
Principal Financial Group September 2013 - Present
Principal Financial Group August 2001 - September 2013
Principal Financial Group April 1994 - August 2001
Skills
Retirement Plans
Education
Drake University 1989 — 1991
BS, Banking, Corporate, Finance, and Securities Law
Iowa State University 1987 — 1989
High School
Raya Dimitrova Raya Dimitrova's Principal Financial Group Experience June 2013 - August 2013
Job Associate Attorney at Carr&Wright, P.L.C.
Industry Law Practice
Experience
Carr&Wright, P.L.C. September 2014 - Present
Carr&Wright June 2012 - August 2014
Principal Financial Group June 2013 - August 2013
Wells Fargo April 2008 - August 2011
Skills
Securities, Legal Research, Finance, Legal Writing, Financial Analysis, Financial Modeling, Analysis, Negotiation, Westlaw, Economics, Leadership, Insurance, Microsoft Excel, Investments, PowerPoint
Education
Drake University Law School 2011 — 2014
Law
Drake University 2006 — 2010
Bachelor, International Business, Management
Carr&Wright, P.L.C. September 2014 - Present
Carr&Wright June 2012 - August 2014
Principal Financial Group June 2013 - August 2013
Wells Fargo April 2008 - August 2011
Skills
Securities, Legal Research, Finance, Legal Writing, Financial Analysis, Financial Modeling, Analysis, Negotiation, Westlaw, Economics, Leadership, Insurance, Microsoft Excel, Investments, PowerPoint
Education
Drake University Law School 2011 — 2014
Law
Drake University 2006 — 2010
Bachelor, International Business, Management
Rob Brueckner Rob Brueckner's Principal Financial Group Experience February 2006 - Present
Job Strategy, Marketing, Innovation, and Business Development Leader
Industry Financial Services
Experience
Principal Financial Group February 2006 - Present
Prevent Blindness Iowa September 2009 - Present
Maytag June 1990 - January 2006
Key Work Experience January 1988 - December 1988
Skills
Business Development, Mergers, Marketing Strategy, Product Management, Pricing Strategy, Strategy, Cross-functional Team..., Process Improvement, Competitive Analysis, Strategic Planning, CRM, Mergers & Acquisitions, Market Research, Market Analysis
Education
Drake University 1993 — 1996
M.B.A., Business
University of Northern Iowa 1985 — 1989
Bachelor Degree of Industrial Technology - Energy and Power, Industrial Automation and Manufacturing
Dyersville Beckman
Principal Financial Group February 2006 - Present
Prevent Blindness Iowa September 2009 - Present
Maytag June 1990 - January 2006
Key Work Experience January 1988 - December 1988
Skills
Business Development, Mergers, Marketing Strategy, Product Management, Pricing Strategy, Strategy, Cross-functional Team..., Process Improvement, Competitive Analysis, Strategic Planning, CRM, Mergers & Acquisitions, Market Research, Market Analysis
Education
Drake University 1993 — 1996
M.B.A., Business
University of Northern Iowa 1985 — 1989
Bachelor Degree of Industrial Technology - Energy and Power, Industrial Automation and Manufacturing
Dyersville Beckman
Michael Vankat's Principal Financial Group Experience March 2015 - Present
Job Accounting Intern at Principal Financial Group
Industry Accounting
Experience
Principal Financial Group March 2015 - Present
Drake University Football Team August 2011 - Present
Holmes Murphy & Associates November 2013 - July 2014
UnityPoint Health Foundation May 2013 - August 2013
Shadow Ridge Country Club May 2011 - August 2012
Skills
Microsoft Office, Teamwork, Time Management, Analytical Skills, Learning Quickly, Public Speaking, Spreadsheets, Outlook, QuickBooks, InDesign, Leadership, Analysis
Education
Drake University 2011 — 2015
Bachelor of Science, Accounting and Finance
Skutt Catholic High School
Principal Financial Group March 2015 - Present
Drake University Football Team August 2011 - Present
Holmes Murphy & Associates November 2013 - July 2014
UnityPoint Health Foundation May 2013 - August 2013
Shadow Ridge Country Club May 2011 - August 2012
Skills
Microsoft Office, Teamwork, Time Management, Analytical Skills, Learning Quickly, Public Speaking, Spreadsheets, Outlook, QuickBooks, InDesign, Leadership, Analysis
Education
Drake University 2011 — 2015
Bachelor of Science, Accounting and Finance
Skutt Catholic High School
Valerie L. Deaton Valerie L. Deaton's Principal Financial Group Experience 1989 - 1996
Job Qualitative Market Research Specialist
Industry Market Research
Experience
Self employed September 2011 - Present
Zaicom Research Plus USA March 2009 - September 2011
Chase Credit Card Services October 2006 - February 2009
Paragon Research & Consulting 2004 - 2007
MRx Health November 2005 - October 2006
Principal Financial Group 1989 - 1996
Opinion Research Corporation - USA 1985 - 1989
Skills
Qualtiative..., Market Research, Research, Analysis, Qualitative Research, Ethnography, Healthcare, Marketing Research, Quantitative Research, Strategic Planning, Public Speaking, Focus Groups, Marketing Management, Team Building, Analytics, Microsoft Office, Market Analysis, Customer Insight, Budgets, Management, Competitive Intelligence, Segmentation, Project Management, Consumer Behaviour, Financial Services, Quantitative Research..., Consumer Insights, Budgeting, Primary Research, Competitive Analysis, Strategy, Advertising Research, Market Intelligence, Online Research, Survey Design, Data Analysis, Marketing Strategy, Survey Research, Pharmaceutical Industry
Education
Drake University
BFA, Speech Communications -- Small Group Dynamics, Marketing;, Magna Cum Laude, President's List, Dean's List every semester
Roosevelt High School 1976 — 1979
general, general
Franklin Jr. High 1973 — 1976
general, general
Self employed September 2011 - Present
Zaicom Research Plus USA March 2009 - September 2011
Chase Credit Card Services October 2006 - February 2009
Paragon Research & Consulting 2004 - 2007
MRx Health November 2005 - October 2006
Principal Financial Group 1989 - 1996
Opinion Research Corporation - USA 1985 - 1989
Skills
Qualtiative..., Market Research, Research, Analysis, Qualitative Research, Ethnography, Healthcare, Marketing Research, Quantitative Research, Strategic Planning, Public Speaking, Focus Groups, Marketing Management, Team Building, Analytics, Microsoft Office, Market Analysis, Customer Insight, Budgets, Management, Competitive Intelligence, Segmentation, Project Management, Consumer Behaviour, Financial Services, Quantitative Research..., Consumer Insights, Budgeting, Primary Research, Competitive Analysis, Strategy, Advertising Research, Market Intelligence, Online Research, Survey Design, Data Analysis, Marketing Strategy, Survey Research, Pharmaceutical Industry
Education
Drake University
BFA, Speech Communications -- Small Group Dynamics, Marketing;, Magna Cum Laude, President's List, Dean's List every semester
Roosevelt High School 1976 — 1979
general, general
Franklin Jr. High 1973 — 1976
general, general
Tony Schwarz, CISM, MBA Tony Schwarz, CISM, MBA's Principal Financial Group Experience 2001 - 2005
Job CISO Chief Information Security Officer
Industry Financial Services
Experience
BofI Federal Bank March 2015 - Present
Affiliates Management Company 2008 - February 2015
The Members Group 2005 - 2008
Principal Financial Group 2001 - 2005
Aventail 2000 - 2001
Principal Financial Group 1994 - 2000
Business Management Resources 1992 - 1994
Skills
Risk Management, Governance, Security, PCI DSS, Vendor Management, Information Security..., Business Continuity, IT Audit, Banking, Process Improvement, Disaster Recovery, Risk Analysis, GLBA, Information Security, CISA, Information Technology, CISSP, Security Awareness, Security Audits, Critical Thinking, Sarbanes-Oxley Act, Compliance, IT Risk Management, Physical Security, Data Security, Credit Unions, Network Administration, Business Analysis, Auditing, Consulting, Payment Industry, Operational Risk..., Vulnerability Management, Risk Mitigation, ISO 27001, Management, Financial Services, Network Security, Leadership, Enterprise Software, Financial Risk, Strategic Planning, Program Management, Internal Audit, Strategy, Team Building, Enterprise Risk..., Sales
Education
Drake University 1995 — 1998
MBA
Upper Iowa University 1994 — 1995
BS
BofI Federal Bank March 2015 - Present
Affiliates Management Company 2008 - February 2015
The Members Group 2005 - 2008
Principal Financial Group 2001 - 2005
Aventail 2000 - 2001
Principal Financial Group 1994 - 2000
Business Management Resources 1992 - 1994
Skills
Risk Management, Governance, Security, PCI DSS, Vendor Management, Information Security..., Business Continuity, IT Audit, Banking, Process Improvement, Disaster Recovery, Risk Analysis, GLBA, Information Security, CISA, Information Technology, CISSP, Security Awareness, Security Audits, Critical Thinking, Sarbanes-Oxley Act, Compliance, IT Risk Management, Physical Security, Data Security, Credit Unions, Network Administration, Business Analysis, Auditing, Consulting, Payment Industry, Operational Risk..., Vulnerability Management, Risk Mitigation, ISO 27001, Management, Financial Services, Network Security, Leadership, Enterprise Software, Financial Risk, Strategic Planning, Program Management, Internal Audit, Strategy, Team Building, Enterprise Risk..., Sales
Education
Drake University 1995 — 1998
MBA
Upper Iowa University 1994 — 1995
BS
Paul Sapp's Principal Financial Group Experience June 2000 - November 2002
Job Assistant Director of Transfer Admissions, University of Northern Iowa
Industry Higher Education
Experience
The University of Northern Iowa 2003 - Present
Principal Financial Group June 2000 - November 2002
The Des Moines Register January 1997 - June 2000
Skills
Public Speaking, Academic Advising, Training, Student Affairs, Student Development, Recruiting, Student Engagement, Admissions, Community Outreach, Microsoft Office, Higher Education, Event Planning, Teaching
Education
Drake University 1997 — 2001
M.A., Adult Education/Training & Development
University of Northern Iowa 1990 — 1994
B.A., English
The University of Northern Iowa 2003 - Present
Principal Financial Group June 2000 - November 2002
The Des Moines Register January 1997 - June 2000
Skills
Public Speaking, Academic Advising, Training, Student Affairs, Student Development, Recruiting, Student Engagement, Admissions, Community Outreach, Microsoft Office, Higher Education, Event Planning, Teaching
Education
Drake University 1997 — 2001
M.A., Adult Education/Training & Development
University of Northern Iowa 1990 — 1994
B.A., English
Andrew Rinn Andrew Rinn's Principal Financial Group Experience July 2004 - August 2008
Job Regional DirectorAdvanced Sales Center at MetLife
Industry Insurance
Experience
MetLife November 2012 - Present
MetLife 2008 - Present
MetLife Investors August 2008 - August 2013
Principal Financial Group July 2004 - August 2008
Mutual of Omaha 1998 - 2004
Skills
Advanced sales case..., business and esate tax..., Published Author, Business, Public Speaking, Estate Planning
Education
Drake University Law School 1992 — 1995
Law, Law-Tax
Midland University 1986 — 1990
Bachelor of Science, Business/Marketing
MetLife November 2012 - Present
MetLife 2008 - Present
MetLife Investors August 2008 - August 2013
Principal Financial Group July 2004 - August 2008
Mutual of Omaha 1998 - 2004
Skills
Advanced sales case..., business and esate tax..., Published Author, Business, Public Speaking, Estate Planning
Education
Drake University Law School 1992 — 1995
Law, Law-Tax
Midland University 1986 — 1990
Bachelor of Science, Business/Marketing
Neils Johnson Neils Johnson's Principal Financial Group Experience June 1993 - December 1998
Job BA6 Senior Consultant at State of Iowa
Industry Information Technology and Services
Experience
State of Iowa September 2014 - Present
Ascension Lutheran 2014 - 2015
Ascension Lutheran 2014 - 2015
Ruan Transport Corporation August 2011 - September 2014
DICE March 2011 - July 2011
Marsh September 2010 - February 2011
ITAGroup October 2003 - September 2010
American Computers Services June 2000 - October 2003
Iowa Student Loan December 1998 - June 2000
Principal Financial Group June 1993 - December 1998
Skills
Project Management, Agile Methodologies, SharePoint, Visio, SQL, Vendor Management, Business Analysis, Microsoft SQL Server, SDLC, Requirements Analysis, Requirements Gathering, Software Documentation, Process Improvement, Business Analytics, Software Project..., Business Intelligence, Transportation..., Transportation Planning, transportation, Systems Analysis, Business Requirements, Data Warehousing, Business Process..., Quality Assurance, Analysis, User Acceptance Testing, Transportation, Agile Project Management
Education
Drake University 1990 — 1993
CIS, Information Systems
Drake University
BS, Computer and Information Sciences and Support Services
State of Iowa September 2014 - Present
Ascension Lutheran 2014 - 2015
Ascension Lutheran 2014 - 2015
Ruan Transport Corporation August 2011 - September 2014
DICE March 2011 - July 2011
Marsh September 2010 - February 2011
ITAGroup October 2003 - September 2010
American Computers Services June 2000 - October 2003
Iowa Student Loan December 1998 - June 2000
Principal Financial Group June 1993 - December 1998
Skills
Project Management, Agile Methodologies, SharePoint, Visio, SQL, Vendor Management, Business Analysis, Microsoft SQL Server, SDLC, Requirements Analysis, Requirements Gathering, Software Documentation, Process Improvement, Business Analytics, Software Project..., Business Intelligence, Transportation..., Transportation Planning, transportation, Systems Analysis, Business Requirements, Data Warehousing, Business Process..., Quality Assurance, Analysis, User Acceptance Testing, Transportation, Agile Project Management
Education
Drake University 1990 — 1993
CIS, Information Systems
Drake University
BS, Computer and Information Sciences and Support Services
Victoria McQuerry Victoria McQuerry's Principal Financial Group Experience February 2007 - August 2012
Job Experienced insurance compliance leader with a training & development focus.
Industry Financial Services
Experience
Perspective Consulting Partners, LLC July 2013 - Present
Principal Financial Group February 2007 - August 2012
Principal Life Insurance Company January 2007 - January 2012
Principal Financial Group February 2003 - January 2007
Principal Financial Group January 2003 - January 2007
Principal Financial Group December 1997 - January 2003
Principal Principal Financial Group January 1997 - January 2003
Prudential Insurance January 1995 - January 1997
Skills
Insurance, Health Insurance, Compliance, Risk Management, Process Improvement, Strategic Planning, Lesson Planning, Staff Development, FLMI, AIAA, AIRC, ACS
Education
Drake University
Bachelor of Arts (B.A.), Psychology
Perspective Consulting Partners, LLC July 2013 - Present
Principal Financial Group February 2007 - August 2012
Principal Life Insurance Company January 2007 - January 2012
Principal Financial Group February 2003 - January 2007
Principal Financial Group January 2003 - January 2007
Principal Financial Group December 1997 - January 2003
Principal Principal Financial Group January 1997 - January 2003
Prudential Insurance January 1995 - January 1997
Skills
Insurance, Health Insurance, Compliance, Risk Management, Process Improvement, Strategic Planning, Lesson Planning, Staff Development, FLMI, AIAA, AIRC, ACS
Education
Drake University
Bachelor of Arts (B.A.), Psychology
Morgan Ottenbacher's Principal Financial Group Experience January 2012 - August 2012
Job Financial Analyst, Wellmark Blue Cross Blue Shield, MACC
Industry Insurance
Experience
Wellmark Blue Cross and Blue Shield September 2014 - Present
Compressor Controls Corporation May 2013 - September 2013
Principal Financial Group January 2012 - August 2012
Skills
Microsoft Excel, Access, Financial Reporting, Finance, PowerPoint, Financial Analysis, Accounting, Microsoft Office, Financial Modeling, Account Reconciliation, Auditing, Time Management, Financial Accounting
Education
Drake University 2013 — 2014
Master of Accounting, Accounting
Drake University 2009 — 2013
Bachelor of Science in Business Administration, Accounting
Fargo South High School 2006 — 2009
Wellmark Blue Cross and Blue Shield September 2014 - Present
Compressor Controls Corporation May 2013 - September 2013
Principal Financial Group January 2012 - August 2012
Skills
Microsoft Excel, Access, Financial Reporting, Finance, PowerPoint, Financial Analysis, Accounting, Microsoft Office, Financial Modeling, Account Reconciliation, Auditing, Time Management, Financial Accounting
Education
Drake University 2013 — 2014
Master of Accounting, Accounting
Drake University 2009 — 2013
Bachelor of Science in Business Administration, Accounting
Fargo South High School 2006 — 2009
Patti Kliegl Patti Kliegl's Principal Financial Group Experience August 2014 - Present
Job Assistant Vice President & CIO
Industry Financial Services
Experience
Principal Financial Group August 2014 - Present
Principal Financial Group April 1995 - July 2014
National Pork Producers Council April 1993 - April 1995
U.S. Cellular January 1986 - April 1993
Skills
Retirement, Relationship Management, Financial Services, SDLC, Insurance, Process Improvement, Business Analysis, Vendor Management, Portfolio Management, 401k, Fixed Annuities, Variable Annuities, Management, Leadership
Education
Drake University 1992 — 1997
Bachelor of Arts, Business Administration and Management, General
St. Cloud State University 1981 — 1983
Associate of Arts (A.A.), General Studies
Principal Financial Group August 2014 - Present
Principal Financial Group April 1995 - July 2014
National Pork Producers Council April 1993 - April 1995
U.S. Cellular January 1986 - April 1993
Skills
Retirement, Relationship Management, Financial Services, SDLC, Insurance, Process Improvement, Business Analysis, Vendor Management, Portfolio Management, 401k, Fixed Annuities, Variable Annuities, Management, Leadership
Education
Drake University 1992 — 1997
Bachelor of Arts, Business Administration and Management, General
St. Cloud State University 1981 — 1983
Associate of Arts (A.A.), General Studies
Andrew Herrera Andrew Herrera's Principal Financial Group Experience April 2013 - Present
Job Orchard Place Foundation at Board Member
Industry Financial Services
Experience
Principal Financial Group April 2013 - Present
Orchard Place Foundation 2011 - Present
Principal Financial Group 2010 - Present
Greater Des Moines Hispanic Chamber of Commerce 2010 - 2011
Principal Financial Group 2010 - 2010
Principal Financial Group 2006 - 2009
Skills
Series 7, Series 24, Securities, Insurance, Life Insurance, Investments, Investment Advisory, Microsoft Office, Public Speaking, Variable Annuities, Series 66, Bilingual, Life and Health..., 401k, Uniform Combined State..., Mutual Funds, Series 6, Fixed Annuities, FINRA, Retirement
Education
Drake University Law School
Oral Roberts University
Principal Financial Group April 2013 - Present
Orchard Place Foundation 2011 - Present
Principal Financial Group 2010 - Present
Greater Des Moines Hispanic Chamber of Commerce 2010 - 2011
Principal Financial Group 2010 - 2010
Principal Financial Group 2006 - 2009
Skills
Series 7, Series 24, Securities, Insurance, Life Insurance, Investments, Investment Advisory, Microsoft Office, Public Speaking, Variable Annuities, Series 66, Bilingual, Life and Health..., 401k, Uniform Combined State..., Mutual Funds, Series 6, Fixed Annuities, FINRA, Retirement
Education
Drake University Law School
Oral Roberts University
Roberta Yoder Roberta Yoder's Principal Financial Group Experience January 1992 - January 1995
Job Career counselor and coach at Des Moines Pastoral Counseling Center
Industry Professional Training & Coaching
Experience
Des Moines Pastoral Counseling Center June 1996 - Present
Zion Lutheran Church March 1998 - August 2008
Career Resources Group May 1996 - June 1996
Principal Financial Group January 1992 - January 1995
Principal Financial Group January 1988 - January 1992
Principal Financial Group January 1978 - January 1988
Principal Financial Group January 1973 - January 1978
University of Northern Iowa January 1971 - January 1973
Skills
Coaching, Adult Education, Workshop Facilitation, Career Counseling, Community Outreach, Outplacement, Leadership Development, Teaching, MBTI, Public Speaking, Resume Writing, Career Assessment, Career Development, Program Development, Conflict Resolution, Volunteer Management, Event Planning, Fundraising, Editing, Nonprofits
Education
University of Northern Iowa
M.A, Philanthropy and Nonprofit Development
Drake University 1991 — 1995
Counseling, Vocational Rehabilitation, Human Resource Management, Management Process and Behavior
University of Northern Iowa
B.A, English-Teaching
Des Moines Pastoral Counseling Center June 1996 - Present
Zion Lutheran Church March 1998 - August 2008
Career Resources Group May 1996 - June 1996
Principal Financial Group January 1992 - January 1995
Principal Financial Group January 1988 - January 1992
Principal Financial Group January 1978 - January 1988
Principal Financial Group January 1973 - January 1978
University of Northern Iowa January 1971 - January 1973
Skills
Coaching, Adult Education, Workshop Facilitation, Career Counseling, Community Outreach, Outplacement, Leadership Development, Teaching, MBTI, Public Speaking, Resume Writing, Career Assessment, Career Development, Program Development, Conflict Resolution, Volunteer Management, Event Planning, Fundraising, Editing, Nonprofits
Education
University of Northern Iowa
M.A, Philanthropy and Nonprofit Development
Drake University 1991 — 1995
Counseling, Vocational Rehabilitation, Human Resource Management, Management Process and Behavior
University of Northern Iowa
B.A, English-Teaching
Tiffany Schnell, CPA, CIA Tiffany Schnell, CPA, CIA's Principal Financial Group Experience June 2001 - December 2002
Job Senior Audit Manager at Wells Fargo Audit & Security
Industry Financial Services
Experience
Wells Fargo June 2006 - Present
Ernst & Young July 2003 - May 2006
Principal Financial Group June 2001 - December 2002
Skills
Sarbanes-Oxley Act, Financial Reporting, CPA, Internal Audit, Auditing, Sarbanes-Oxley
Education
Drake University 2007 — 2009
Masters of Business Administration
Simpson College 1999 — 2003
Bachelor of Arts, Accounting
Wells Fargo June 2006 - Present
Ernst & Young July 2003 - May 2006
Principal Financial Group June 2001 - December 2002
Skills
Sarbanes-Oxley Act, Financial Reporting, CPA, Internal Audit, Auditing, Sarbanes-Oxley
Education
Drake University 2007 — 2009
Masters of Business Administration
Simpson College 1999 — 2003
Bachelor of Arts, Accounting
Tom Fowler Tom Fowler's Principal Financial Group Experience 1982 - July 1993
Job Equipping Family Leaders to Perserve the Family and its Wealth, Generation to Generation.
Industry Financial Services
Experience
Fowler Financial Group November 1993 - Present
Principal Financial Group 1982 - July 1993
CNA October 1976 - July 1983
Allstate Insurance Company May 1967 - October 1976
Skills
Retirement Planning, FINRA, Financial Services, Insurance, Securities, Disability Insurance, Wealth, Employee Benefits, Estate Planning, Health Insurance, Fundraising, Retirement, Long-term Care, Financial Advisory, Strategic Financial..., Small Business, Marketing, IRAs, Fixed Annuities, Nonprofits, Life Insurance, Finance, Business Planning, 401k, Wealth Management, Term Life Insurance, Long Term Care Insurance, Financial Planning
Education
Drake University 1960 — 1965
BS, Biology/Business
University of Denver 1960 — 1961
N/A, Business/Managerial Economics
Fowler Financial Group November 1993 - Present
Principal Financial Group 1982 - July 1993
CNA October 1976 - July 1983
Allstate Insurance Company May 1967 - October 1976
Skills
Retirement Planning, FINRA, Financial Services, Insurance, Securities, Disability Insurance, Wealth, Employee Benefits, Estate Planning, Health Insurance, Fundraising, Retirement, Long-term Care, Financial Advisory, Strategic Financial..., Small Business, Marketing, IRAs, Fixed Annuities, Nonprofits, Life Insurance, Finance, Business Planning, 401k, Wealth Management, Term Life Insurance, Long Term Care Insurance, Financial Planning
Education
Drake University 1960 — 1965
BS, Biology/Business
University of Denver 1960 — 1961
N/A, Business/Managerial Economics
Tom Doruska Tom Doruska's Principal Financial Group Experience February 2002 - February 2003
Job Vice President at Global Atlantic
Industry Insurance
Experience
Global Atlantic October 2013 - Present
Aviva USA February 2003 - October 2013
Principal Financial Group February 2002 - February 2003
ING Life February 1998 - February 2002
Skills
Insurance, Product Development, Product Management, Public Speaking, Training, Actuarial Science, Reinsurance, Life Insurance, Underwriting, Solvency II, Brokers, General Insurance, Fixed Annuities, Risk Management, Claim, Financial Risk, Enterprise Risk..., Term Life Insurance, Retirement, Economic Capital, ALM, Whole Life, Retirement Planning, Pensions, Financial Services, Management, Business Requirements, Business Planning, Disability Insurance, Variable Annuities, Strategic Planning, Business Strategy, Commercial Insurance, New Business Development, Employee Benefits, Estate Planning, Insurance Brokerage, Relationship Management, Universal Life, Business Process..., Strategic Financial..., Financial Analysis, Health Insurance, Business Analysis, Long Term Care Insurance, Liability, Analysis, Bancassurance, Pension Funds, Process Improvement
Education
Drake University 1987 — 1991
BSBA, Actuarial Science
Fenwick High School, Oak Park, IL 1983 — 1987
Global Atlantic October 2013 - Present
Aviva USA February 2003 - October 2013
Principal Financial Group February 2002 - February 2003
ING Life February 1998 - February 2002
Skills
Insurance, Product Development, Product Management, Public Speaking, Training, Actuarial Science, Reinsurance, Life Insurance, Underwriting, Solvency II, Brokers, General Insurance, Fixed Annuities, Risk Management, Claim, Financial Risk, Enterprise Risk..., Term Life Insurance, Retirement, Economic Capital, ALM, Whole Life, Retirement Planning, Pensions, Financial Services, Management, Business Requirements, Business Planning, Disability Insurance, Variable Annuities, Strategic Planning, Business Strategy, Commercial Insurance, New Business Development, Employee Benefits, Estate Planning, Insurance Brokerage, Relationship Management, Universal Life, Business Process..., Strategic Financial..., Financial Analysis, Health Insurance, Business Analysis, Long Term Care Insurance, Liability, Analysis, Bancassurance, Pension Funds, Process Improvement
Education
Drake University 1987 — 1991
BSBA, Actuarial Science
Fenwick High School, Oak Park, IL 1983 — 1987
Sean Duddy Sean Duddy's Principal Financial Group Experience May 2014 - April 2015
Job Public Finance Investment Banking Analyst at Piper Jaffray
Industry
Experience
Piper Jaffray April 2015 - Present
Principal Financial Group May 2014 - April 2015
Edward Jones June 2013 - August 2013
Skills
Microsoft Office, Data Analysis, Time Management, Teamwork
Education
Drake University 2010 — 2014
Accounting and Finance
Piper Jaffray April 2015 - Present
Principal Financial Group May 2014 - April 2015
Edward Jones June 2013 - August 2013
Skills
Microsoft Office, Data Analysis, Time Management, Teamwork
Education
Drake University 2010 — 2014
Accounting and Finance
Scott Spehar Scott Spehar's Principal Financial Group Experience June 1995 - Present
Job IT System Analyst Sr at Principal Financial Group
Industry Information Technology and Services
Experience
Principal Financial Group June 1995 - Present
Skills
Microsoft Excel, MS Excel Pivot Tables, Windows 7, Windows Phone, Microsoft Office, Internet Explorer, PC Hardware, Excel VBA, Computer Hardware, VBA, Access, Troubleshooting, Process Improvement, Visual Basic
Education
Drake University 1991 — 1995
Bachelor, Information Systems
Principal Financial Group June 1995 - Present
Skills
Microsoft Excel, MS Excel Pivot Tables, Windows 7, Windows Phone, Microsoft Office, Internet Explorer, PC Hardware, Excel VBA, Computer Hardware, VBA, Access, Troubleshooting, Process Improvement, Visual Basic
Education
Drake University 1991 — 1995
Bachelor, Information Systems
Vinaya Sharma Vinaya Sharma's Principal Financial Group Experience September 1991 - July 1998
Job Enterprise Risk Management Expert
Industry Financial Services
Experience
Quantitative Risk Management September 2006 - Present
Life Expectancy Project June 2006 - Present
Society of Actuaries 1993 - Present
Hinsdale Central Foundation 1999 - May 2013
Hinsdale District 86 May 2007 - May 2011
Allstate Life Insurance Company March 1999 - May 2006
District 181 Foundation 1999 - 2005
Ernst & Young July 1998 - February 1999
Principal Financial Group September 1991 - July 1998
Drake University 1989 - 1993
Skills
Financial Modeling, Insurance, Credit Risk, Forecasting, Structured Settlements, Enterprise Risk..., Economic Capital, Risk Management, ALM, Actuarial, Financial Analysis
Education
Drake University 1989 — 1993
BSBA, Actuarial Science
Hinsdale Central
Quantitative Risk Management September 2006 - Present
Life Expectancy Project June 2006 - Present
Society of Actuaries 1993 - Present
Hinsdale Central Foundation 1999 - May 2013
Hinsdale District 86 May 2007 - May 2011
Allstate Life Insurance Company March 1999 - May 2006
District 181 Foundation 1999 - 2005
Ernst & Young July 1998 - February 1999
Principal Financial Group September 1991 - July 1998
Drake University 1989 - 1993
Skills
Financial Modeling, Insurance, Credit Risk, Forecasting, Structured Settlements, Enterprise Risk..., Economic Capital, Risk Management, ALM, Actuarial, Financial Analysis
Education
Drake University 1989 — 1993
BSBA, Actuarial Science
Hinsdale Central
Shelly Meighan Shelly Meighan's Principal Financial Group Experience March 2006 - Present
Job Principal Financial Group AVP Strategy and Market Development
Industry Insurance
Experience
Principal Financial Group March 2006 - Present
Education
Drake University 2007 — 2010
MBA, Business
American College 1992 — 1995
CLU, Professional Designation
University of Northern Iowa 1979 — 1984
BA, Marketing/Management
Principal Financial Group March 2006 - Present
Education
Drake University 2007 — 2010
MBA, Business
American College 1992 — 1995
CLU, Professional Designation
University of Northern Iowa 1979 — 1984
BA, Marketing/Management
Tess Wicks Tess Wicks's Principal Financial Group Experience September 2012 - May 2013
Job CoFounder at She Did It Her Way Collective
Industry Financial Services
Experience
She Did It Her Way Collective January 2015 - Present
Yakkety Yak July 2015 - Present
Aon Hewitt August 2013 - May 2015
Principal Financial Group September 2012 - May 2013
Drake University August 2009 - May 2013
Aon Hewitt June 2012 - August 2012
Principal Financial Group August 2011 - May 2012
Nationwide Insurance May 2011 - August 2011
Plan 1 Financial May 2010 - August 2010
Skills
PowerPoint, Word, Excel, Microsoft Office, Customer Service, Business and..., Visual Basic, Communication Skills, Written & Oral..., Team Leadership, Leadership, Microsoft Excel, Microsoft Word, Social Networking, Access, Analysis, Time Management, Teamwork, Actuarial Science, Public Speaking, Communication, Social Media, Data Analysis
Education
Drake University 2009 — 2013
Bachelor of Science in Business Administration, Actuarial Science, Finance, Insurance, Graduate
She Did It Her Way Collective January 2015 - Present
Yakkety Yak July 2015 - Present
Aon Hewitt August 2013 - May 2015
Principal Financial Group September 2012 - May 2013
Drake University August 2009 - May 2013
Aon Hewitt June 2012 - August 2012
Principal Financial Group August 2011 - May 2012
Nationwide Insurance May 2011 - August 2011
Plan 1 Financial May 2010 - August 2010
Skills
PowerPoint, Word, Excel, Microsoft Office, Customer Service, Business and..., Visual Basic, Communication Skills, Written & Oral..., Team Leadership, Leadership, Microsoft Excel, Microsoft Word, Social Networking, Access, Analysis, Time Management, Teamwork, Actuarial Science, Public Speaking, Communication, Social Media, Data Analysis
Education
Drake University 2009 — 2013
Bachelor of Science in Business Administration, Actuarial Science, Finance, Insurance, Graduate
Amy Doyle Amy Doyle's Principal Financial Group Experience May 2007 - October 2010
Job Development Director at Ethnic Minorities of Burma Advocacy and Resource Center (EMBARC)
Industry Individual & Family Services
Experience
Ethnic Minorities of Burma Advocacy and Resource Center (EMBARC) June 2014 - Present
Regents Alternative Pathway to Iowa Licensure (RAPIL) June 2013 - April 2015
Aviva USA October 2010 - October 2013
Principal Financial Group May 2007 - October 2010
Johnson Law Firm May 2006 - May 2007
Skills
Financial Services, Insurance, Securities, Risk Management, Insurance Law, Series 7, Contract Negotiation, Retirement, Negotiation, Litigation, Public Speaking, CIPP, Privacy Law, Fraud, Due Diligence, Legal Writing, AML, Arbitration, Finance, Life Insurance, Financial Regulation, Leadership, Management
Education
Drake University Law School 2003 — 2006
J.D.
Iowa State University 1999 — 2002
B.A., English Lit
University of Iowa 1999 — 2000
BA, English Lit
Ethnic Minorities of Burma Advocacy and Resource Center (EMBARC) June 2014 - Present
Regents Alternative Pathway to Iowa Licensure (RAPIL) June 2013 - April 2015
Aviva USA October 2010 - October 2013
Principal Financial Group May 2007 - October 2010
Johnson Law Firm May 2006 - May 2007
Skills
Financial Services, Insurance, Securities, Risk Management, Insurance Law, Series 7, Contract Negotiation, Retirement, Negotiation, Litigation, Public Speaking, CIPP, Privacy Law, Fraud, Due Diligence, Legal Writing, AML, Arbitration, Finance, Life Insurance, Financial Regulation, Leadership, Management
Education
Drake University Law School 2003 — 2006
J.D.
Iowa State University 1999 — 2002
B.A., English Lit
University of Iowa 1999 — 2000
BA, English Lit
Moriah Renner Moriah Renner's Principal Financial Group Experience July 2015 - Present
Job
Industry Insurance
Experience
Principal Financial Group July 2015 - Present
Wells Fargo August 2014 - July 2015
Wells Fargo October 2012 - August 2014
Village Inn April 2012 - October 2012
Education
Drake University 2009 — 2012
Bachelor of Arts (B.A.), History
Mansfield University of Pennsylvania 2007 — 2009
Political science
Principal Financial Group July 2015 - Present
Wells Fargo August 2014 - July 2015
Wells Fargo October 2012 - August 2014
Village Inn April 2012 - October 2012
Education
Drake University 2009 — 2012
Bachelor of Arts (B.A.), History
Mansfield University of Pennsylvania 2007 — 2009
Political science
Melissa Crew Melissa Crew's Principal Financial Group Experience February 2014 - Present
Job Annuity Chief Financial Officer at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group February 2014 - Present
Principal Financial Group 2000 - Present
Skills
Actuarial Science, Fixed Annuites, Variable Annuities, Indexed Annuities, Immediate Annuities, Life Insurance, Retirement, 401k, Series 6, Fixed Annuities
Education
Drake University 1984 — 1988
Bachelor of Science, Actuarial Science
Drake University, Pella High School 1984 — 1988
Actuarial Science, Actuarial Science
Principal Financial Group February 2014 - Present
Principal Financial Group 2000 - Present
Skills
Actuarial Science, Fixed Annuites, Variable Annuities, Indexed Annuities, Immediate Annuities, Life Insurance, Retirement, 401k, Series 6, Fixed Annuities
Education
Drake University 1984 — 1988
Bachelor of Science, Actuarial Science
Drake University, Pella High School 1984 — 1988
Actuarial Science, Actuarial Science
Tina Welch Tina Welch's Principal Financial Group Experience
Job Financial Controller at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group
Skills
Finance, Financial Modeling, Financial Analysis, Microsoft Office, Leadership, Financial Reporting, Managerial Finance, Investments, Accounting, Strategic Financial..., Microsoft Excel
Education
Drake University
Bachelor's degree, Accounting
Principal Financial Group
Skills
Finance, Financial Modeling, Financial Analysis, Microsoft Office, Leadership, Financial Reporting, Managerial Finance, Investments, Accounting, Strategic Financial..., Microsoft Excel
Education
Drake University
Bachelor's degree, Accounting
Nicole Hasso Nicole Hasso's Principal Financial Group Experience August 2014 - Present
Job Internal Wholesaler at Principal Financial Group
Industry Investment Management
Experience
Principal Financial Group August 2014 - Present
Principal Financial Group November 2011 - August 2014
Skills
Mutual Funds, Alternative Investments, Investment Strategies, Series 7, Investments, Equities, Fixed Income, Investment Management, Bonds, Securities, Valuation, Sales Management
Education
Drake University 1988 — 1992
Accounting and Finance
Principal Financial Group August 2014 - Present
Principal Financial Group November 2011 - August 2014
Skills
Mutual Funds, Alternative Investments, Investment Strategies, Series 7, Investments, Equities, Fixed Income, Investment Management, Bonds, Securities, Valuation, Sales Management
Education
Drake University 1988 — 1992
Accounting and Finance
Nile Hartline's Principal Financial Group Experience 1987 - 1990
Job Iowa Public Television Foundation Corporate Relations Representative
Industry Broadcast Media
Experience
Iowa Public Television Foundation August 2014 - Present
DMACC January 2009 - Present
ATW Training & Consulting May 2013 - June 2014
Iowa Public Radio March 2011 - March 2013
Learning Communications March 2005 - February 2011
Novations VMS (MOHR Learning) 2003 - 2005
Novations Training Solutions 2001 - 2003
American Media 1990 - 2001
Principal Financial Group 1987 - 1990
Des Moines Public Schools September 1983 - June 1987
Skills
New Business Development, Consultative Selling, Writing, Public Speaking, Leadership Development, Marketing Communications, Fundraising, Coaching, B2B, Sales Management, Organizational..., College Teaching, Instructor-led Training, Sales Presentations, Account Management, Broadcast Media Sales, Sales Prospecting, Marketing, Selling, Interviews, Copywriting, Salesforce.com, Program Management, Training, Strategy, Business Development, Instructional Design, Human Resources, Budgets, CRM, Adult Education, Marketing Strategy, Social Networking, Sales, Public Relations, Curriculum Design, Editing, Newsletters, Nonprofits, Event Planning, Leadership, Community Outreach, Volunteer Management, Social Media, Blogging, Teaching, Creative Writing, Program Development, Grant Writing, Higher Education
Education
Drake University 1989 — 1992
MA, English Literature
University of Iowa 1978 — 1981
BA, English
Theodore Roosevelt High School, Des Moines 1975 — 1978
Iowa Public Television Foundation August 2014 - Present
DMACC January 2009 - Present
ATW Training & Consulting May 2013 - June 2014
Iowa Public Radio March 2011 - March 2013
Learning Communications March 2005 - February 2011
Novations VMS (MOHR Learning) 2003 - 2005
Novations Training Solutions 2001 - 2003
American Media 1990 - 2001
Principal Financial Group 1987 - 1990
Des Moines Public Schools September 1983 - June 1987
Skills
New Business Development, Consultative Selling, Writing, Public Speaking, Leadership Development, Marketing Communications, Fundraising, Coaching, B2B, Sales Management, Organizational..., College Teaching, Instructor-led Training, Sales Presentations, Account Management, Broadcast Media Sales, Sales Prospecting, Marketing, Selling, Interviews, Copywriting, Salesforce.com, Program Management, Training, Strategy, Business Development, Instructional Design, Human Resources, Budgets, CRM, Adult Education, Marketing Strategy, Social Networking, Sales, Public Relations, Curriculum Design, Editing, Newsletters, Nonprofits, Event Planning, Leadership, Community Outreach, Volunteer Management, Social Media, Blogging, Teaching, Creative Writing, Program Development, Grant Writing, Higher Education
Education
Drake University 1989 — 1992
MA, English Literature
University of Iowa 1978 — 1981
BA, English
Theodore Roosevelt High School, Des Moines 1975 — 1978
Renee Batts Renee Batts's Principal Financial Group Experience April 2014 - Present
Job Business Architect at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group April 2014 - Present
Principal Financial Group February 2010 - April 2014
BCSSI July 2009 - July 2010
Iowa Foundation for Medical Care February 2009 - July 2009
Wells Fargo Financial March 2006 - October 2008
Iowa Foundation for Medical Care September 2000 - June 2003
Iowa Foundation for Medical Care September 1998 - September 2000
Skills
Leadership, Business Analysis, Requirements Gathering, Visio, Program Management, Requirements Analysis, Business Requirements, Quality Assurance, SDLC, Process Improvement
Education
Drake University 1991 — 1995
Bachelor of Arts (B.A.), Journalism and Mass Communications
Principal Financial Group April 2014 - Present
Principal Financial Group February 2010 - April 2014
BCSSI July 2009 - July 2010
Iowa Foundation for Medical Care February 2009 - July 2009
Wells Fargo Financial March 2006 - October 2008
Iowa Foundation for Medical Care September 2000 - June 2003
Iowa Foundation for Medical Care September 1998 - September 2000
Skills
Leadership, Business Analysis, Requirements Gathering, Visio, Program Management, Requirements Analysis, Business Requirements, Quality Assurance, SDLC, Process Improvement
Education
Drake University 1991 — 1995
Bachelor of Arts (B.A.), Journalism and Mass Communications
Thaddeus Walters's Principal Financial Group Experience January 2014 - August 2014
Job Accounting Coop at Principal Financial Group
Industry Accounting
Experience
Drake University September 2011 - Present
Principal Financial Group January 2014 - August 2014
Central Financial Group May 2013 - August 2013
UBS Financial Services June 2012 - August 2012
Target April 2012 - August 2012
Skills
Accounting, Microsoft Office, Microsoft Excel, Access, InDesign, SQL, Visual Basic, HTML, Editing, Event Management, Project Management, Information Systems, Database Management, Microsoft Word, Illustrator, Photoshop, PowerPoint
Education
Drake University 2011 — 2015
Accounting and Information Systems
Drake University September 2011 - Present
Principal Financial Group January 2014 - August 2014
Central Financial Group May 2013 - August 2013
UBS Financial Services June 2012 - August 2012
Target April 2012 - August 2012
Skills
Accounting, Microsoft Office, Microsoft Excel, Access, InDesign, SQL, Visual Basic, HTML, Editing, Event Management, Project Management, Information Systems, Database Management, Microsoft Word, Illustrator, Photoshop, PowerPoint
Education
Drake University 2011 — 2015
Accounting and Information Systems
Meghan Settje Meghan Settje's Principal Financial Group Experience September 2014 - Present
Job Financial Accountant III at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group September 2014 - Present
Principal Financial Group December 2012 - September 2014
Principal Financial Group March 2010 - December 2012
Principal Financial Group January 2007 - March 2010
Principal Financial Group October 2004 - January 2007
Principal Financial Group July 2002 - October 2004
Skills
Employee Benefits, Leadership, Mutual Funds, Retirement, Finance
Education
Drake University 2012 — 2015
Master of Accounting MAcc, Accounting
Drake University 2007 — 2010
Bachelor of Science in Business Administration, Accounting
Des Moines Area Community College 2002 — 2006
Associate of Science (A.S.), Accounting
Principal Financial Group September 2014 - Present
Principal Financial Group December 2012 - September 2014
Principal Financial Group March 2010 - December 2012
Principal Financial Group January 2007 - March 2010
Principal Financial Group October 2004 - January 2007
Principal Financial Group July 2002 - October 2004
Skills
Employee Benefits, Leadership, Mutual Funds, Retirement, Finance
Education
Drake University 2012 — 2015
Master of Accounting MAcc, Accounting
Drake University 2007 — 2010
Bachelor of Science in Business Administration, Accounting
Des Moines Area Community College 2002 — 2006
Associate of Science (A.S.), Accounting
Stuart Tolander's Principal Financial Group Experience 1987 - 1993
Job Consultant
Industry Financial Services
Experience
News Quantified May 2014 - Present
S&P Capital IQ October 2011 - May 2014
Quantitative Services Group June 2005 - May 2011
Harborside Securities 2002 - 2005
OptiMark Technologies 1998 - 2001
Cantor Fitzgerald 1997 - 1998
McDonald & Company Securities 1993 - 1997
Principal Financial Group 1987 - 1993
Skills
Institutional Sales, Hedge Funds, Financial Modeling, Financial Markets, Capital Markets, Equities, Trading, Alternative Investments, Fixed Income, Equity Research, Bloomberg, Series 7, Electronic Trading, Trading Systems, Derivatives, Equity Trading, Options, Market Data, Securities, Investments, ETFs
Education
Drake University 1982 — 1986
BA, Economics, Political Science
News Quantified May 2014 - Present
S&P Capital IQ October 2011 - May 2014
Quantitative Services Group June 2005 - May 2011
Harborside Securities 2002 - 2005
OptiMark Technologies 1998 - 2001
Cantor Fitzgerald 1997 - 1998
McDonald & Company Securities 1993 - 1997
Principal Financial Group 1987 - 1993
Skills
Institutional Sales, Hedge Funds, Financial Modeling, Financial Markets, Capital Markets, Equities, Trading, Alternative Investments, Fixed Income, Equity Research, Bloomberg, Series 7, Electronic Trading, Trading Systems, Derivatives, Equity Trading, Options, Market Data, Securities, Investments, ETFs
Education
Drake University 1982 — 1986
BA, Economics, Political Science
Seth Lynch Seth Lynch's Principal Financial Group Experience May 2013 - Present
Job IT Application Analyst at Principal Financial Group
Industry Accounting
Experience
Principal Financial Group May 2013 - Present
Theta Chi Fraternity Gamma Tau Chapter December 2011 - December 2012
Des Moines International Airport May 2012 - August 2012
Iowa Health Systems December 2011 - January 2012
Skills
Word, Excel, Access, VBA, SQL, Java, HTML, Networking, JavaScript, VB.NET, XML, XHTML, C, CSS, Microsoft Excel
Education
University of Iowa - Henry B. Tippie College of Business 2015 — 2018
Master of Business Administration (MBA)
Drake University 2009 — 2013
Bachelor's degree, Accounting and Information Systems Double Major
University of Sydney 2011 — 2011
Business and International Studies
Principal Financial Group May 2013 - Present
Theta Chi Fraternity Gamma Tau Chapter December 2011 - December 2012
Des Moines International Airport May 2012 - August 2012
Iowa Health Systems December 2011 - January 2012
Skills
Word, Excel, Access, VBA, SQL, Java, HTML, Networking, JavaScript, VB.NET, XML, XHTML, C, CSS, Microsoft Excel
Education
University of Iowa - Henry B. Tippie College of Business 2015 — 2018
Master of Business Administration (MBA)
Drake University 2009 — 2013
Bachelor's degree, Accounting and Information Systems Double Major
University of Sydney 2011 — 2011
Business and International Studies
Scott Bittick Scott Bittick's Principal Financial Group Experience December 2006 - December 2008
Job Technical Support Specialist II at Wells Fargo Home Mortgage
Industry Information Technology and Services
Experience
Wells Fargo Home Mortgage April 2013 - Present
Wells Fargo Home Mortgage 2011 - Present
Technisource January 2009 - July 2010
Principal Financial Group December 2006 - December 2008
Tek Systems January 2006 - May 2006
Prairieinet May 2004 - December 2005
Technisource August 2000 - January 2003
Skills
Active Directory, Servers, Microsoft Exchange, Windows 7
Education
Drake University 1979 — 1980
B.A., Public Administration
Wells Fargo Home Mortgage April 2013 - Present
Wells Fargo Home Mortgage 2011 - Present
Technisource January 2009 - July 2010
Principal Financial Group December 2006 - December 2008
Tek Systems January 2006 - May 2006
Prairieinet May 2004 - December 2005
Technisource August 2000 - January 2003
Skills
Active Directory, Servers, Microsoft Exchange, Windows 7
Education
Drake University 1979 — 1980
B.A., Public Administration
Thomas Willoughby, CSM Thomas Willoughby, CSM's Principal Financial Group Experience May 2012 - Present
Job Project Manager II at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group May 2012 - Present
ING June 2007 - May 2012
ING June 2006 - June 2007
ING June 2004 - June 2006
Skills
Project Management, Cross-functional Team..., Customer Service, Strategy, Vendor Management, Risk Management, Project Planning, Insurance, Team Building, Resource Management, Team Leadership, Scrum, Agile Methodologies, Software Implementation, Data Analysis, Contract Negotiation, Six Sigma, Agile Project Management, Leadership, Process Improvement, Exceptional People..., Vendor cost negotiation, Communication, Capacity Planning, Capacity Management, Agile Methodolgy, Iterative Methodologies, Scaled Agile, Agile Coaching
Education
Drake University 2000 — 2003
Bachelor of Arts (B.A.), Environmental Policy
Valley High School 1992 — 1995
William Penn University
Master of Business Administration (M.B.A.), Business Leadership
Principal Financial Group May 2012 - Present
ING June 2007 - May 2012
ING June 2006 - June 2007
ING June 2004 - June 2006
Skills
Project Management, Cross-functional Team..., Customer Service, Strategy, Vendor Management, Risk Management, Project Planning, Insurance, Team Building, Resource Management, Team Leadership, Scrum, Agile Methodologies, Software Implementation, Data Analysis, Contract Negotiation, Six Sigma, Agile Project Management, Leadership, Process Improvement, Exceptional People..., Vendor cost negotiation, Communication, Capacity Planning, Capacity Management, Agile Methodolgy, Iterative Methodologies, Scaled Agile, Agile Coaching
Education
Drake University 2000 — 2003
Bachelor of Arts (B.A.), Environmental Policy
Valley High School 1992 — 1995
William Penn University
Master of Business Administration (M.B.A.), Business Leadership
Natasha Fee Natasha Fee's Principal Financial Group Experience June 2011 - Present
Job Actuarial Associate at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group June 2011 - Present
Principal Financial Group September 2009 - May 2011
Aon Consulting June 2010 - August 2010
Allied Insurance March 2009 - August 2009
Education
Drake University 2007 — 2011
Actuarial Science/Accounting
Principal Financial Group June 2011 - Present
Principal Financial Group September 2009 - May 2011
Aon Consulting June 2010 - August 2010
Allied Insurance March 2009 - August 2009
Education
Drake University 2007 — 2011
Actuarial Science/Accounting
Polly Brooks's Principal Financial Group Experience September 2014 - Present
Job Compliance Advisor at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group September 2014 - Present
Principal Financial Group August 2012 - September 2014
Principal Financial Group May 2005 - August 2012
Principal Financial Group May 2005 - November 2008
Skills
401k, Series 63, Retirement, Series 7, Mutual Funds, Defined Benefit, ERISA, Pensions, Investments, Series 24, Series 65, Retirement Planning, Insurance, FINRA, Fixed Annuities
Education
Drake University 1995 — 1997
Master's of Public Administration, Public Policy Analysis
Principal Financial Group September 2014 - Present
Principal Financial Group August 2012 - September 2014
Principal Financial Group May 2005 - August 2012
Principal Financial Group May 2005 - November 2008
Skills
401k, Series 63, Retirement, Series 7, Mutual Funds, Defined Benefit, ERISA, Pensions, Investments, Series 24, Series 65, Retirement Planning, Insurance, FINRA, Fixed Annuities
Education
Drake University 1995 — 1997
Master's of Public Administration, Public Policy Analysis
Nael Farsakh's Principal Financial Group Experience August 1999 - January 2003
Job Managing Partner at OmniVista Solutions
Industry Capital Markets
Experience
OmniVista Solutions February 2010 - Present
EMC Consultancy January 2007 - March 2010
Universalink Corp January 2003 - January 2007
Principal Financial Group August 1999 - January 2003
Education
New York University 2008 — 2008
Risk Management
Drake University 2000 — 2001
MBA, Startegic Management
Iowa State University 1991 — 1999
BS, Accounting
Iowa State University 1991 — 1999
BS, MIS
OmniVista Solutions February 2010 - Present
EMC Consultancy January 2007 - March 2010
Universalink Corp January 2003 - January 2007
Principal Financial Group August 1999 - January 2003
Education
New York University 2008 — 2008
Risk Management
Drake University 2000 — 2001
MBA, Startegic Management
Iowa State University 1991 — 1999
BS, Accounting
Iowa State University 1991 — 1999
BS, MIS
Randy Bachman's Principal Financial Group Experience August 2012 - Present
Job Assistant Vice President Marketing at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group August 2012 - Present
Premier Credit Union April 2012 - Present
The Principal Financial Group June 2008 - August 2012
The Principal Financial Group March 2006 - June 2008
The Principal Financial Group March 2003 - March 2006
The Principal Financial Group July 2000 - March 2003
The Principal Financial Group November 1996 - July 2000
The Principal Financial Group March 1993 - November 1996
Skills
Financial Services, Mutual Funds, Product Management, Life Insurance, Disability Insurance, Retirement, Marketing, 401k, Series 7, Series 6, Strategic Planning, Wealth Management, Asset Allocation, Fixed Annuities, Portfolio Management, Investments, Pensions, Relationship Management, Insurance, Retirement Planning, Strategic Financial..., Series 63, Defined Benefit, Securities, Employee Benefits, Uniform Combined State...
Education
Webster University 2006 — 2009
MBA
Drake University 2006 — 2006
Business Leadership Certificate
Southern Illinois University, Carbondale 1988 — 1992
B.S., Management/Marketing
Principal Financial Group August 2012 - Present
Premier Credit Union April 2012 - Present
The Principal Financial Group June 2008 - August 2012
The Principal Financial Group March 2006 - June 2008
The Principal Financial Group March 2003 - March 2006
The Principal Financial Group July 2000 - March 2003
The Principal Financial Group November 1996 - July 2000
The Principal Financial Group March 1993 - November 1996
Skills
Financial Services, Mutual Funds, Product Management, Life Insurance, Disability Insurance, Retirement, Marketing, 401k, Series 7, Series 6, Strategic Planning, Wealth Management, Asset Allocation, Fixed Annuities, Portfolio Management, Investments, Pensions, Relationship Management, Insurance, Retirement Planning, Strategic Financial..., Series 63, Defined Benefit, Securities, Employee Benefits, Uniform Combined State...
Education
Webster University 2006 — 2009
MBA
Drake University 2006 — 2006
Business Leadership Certificate
Southern Illinois University, Carbondale 1988 — 1992
B.S., Management/Marketing
Randy Kelso's Principal Financial Group Experience January 1991 - January 1997
Job Defined Contribution Relationship Manager
Industry Investment Management
Experience
Vanguard January 2007 - Present
Wells Fargo Bank January 1997 - January 2007
Wells Fargo Bank 1997 - 2007
Principal Financial Group January 1991 - January 1997
Principal Financial Group 1991 - 1996
Skills
Series 6, 401k, Series 63, Retirement, Investments, Defined Benefit, Financial Services, Pensions, Asset Allocation, Relationship Management, ERISA, Profit Sharing, Defined Contribution
Education
Drake University 1993 — 1997
MBA
University of Iowa - Henry B. Tippie College of Business 1987 — 1991
Preble High School 1984 — 1987
Drake University
Master of Business Administration (MBA)
University of Iowa
Bachelor of Business Administration, Finance
Vanguard January 2007 - Present
Wells Fargo Bank January 1997 - January 2007
Wells Fargo Bank 1997 - 2007
Principal Financial Group January 1991 - January 1997
Principal Financial Group 1991 - 1996
Skills
Series 6, 401k, Series 63, Retirement, Investments, Defined Benefit, Financial Services, Pensions, Asset Allocation, Relationship Management, ERISA, Profit Sharing, Defined Contribution
Education
Drake University 1993 — 1997
MBA
University of Iowa - Henry B. Tippie College of Business 1987 — 1991
Preble High School 1984 — 1987
Drake University
Master of Business Administration (MBA)
University of Iowa
Bachelor of Business Administration, Finance
Osnel Vilmael's Principal Financial Group Experience September 2014 - Present
Job Internal Wholesaler at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group September 2014 - Present
Principal Financial Group August 2013 - September 2014
Principal Financial Group October 2009 - March 2012
The Principal Financial Group May 2006 - October 2009
Skills
Retirement, Retirement Planning, 401k, Series 7, Asset Allocation, Defined Benefit, Defined Contribution, Employee Benefits, FINRA, Financial Advisory, Financial Services, IRAs, Insurance, Investment Advisory, Pensions, Series 6, Series 63, Uniform Combined State...
Education
Drake University 2008 — 2010
MBA, Business
Florida Atlantic University 2002 — 2006
BA, Criminal Justice and Business
Coral Springs High
Principal Financial Group September 2014 - Present
Principal Financial Group August 2013 - September 2014
Principal Financial Group October 2009 - March 2012
The Principal Financial Group May 2006 - October 2009
Skills
Retirement, Retirement Planning, 401k, Series 7, Asset Allocation, Defined Benefit, Defined Contribution, Employee Benefits, FINRA, Financial Advisory, Financial Services, IRAs, Insurance, Investment Advisory, Pensions, Series 6, Series 63, Uniform Combined State...
Education
Drake University 2008 — 2010
MBA, Business
Florida Atlantic University 2002 — 2006
BA, Criminal Justice and Business
Coral Springs High
Nicole Bruene-Vukelich's Principal Financial Group Experience January 2000 - September 2011
Job Communications Director at Nationwide Insurance
Industry Financial Services
Experience
Nationwide Insurance February 2014 - Present
International Association of Business Communicators (IABC)/Iowa July 2012 - Present
Grand View University August 2011 - Present
Athene USA October 2013 - January 2014
Aviva USA May 2012 - October 2013
Aviva North America September 2011 - April 2012
Principal Financial Group January 2000 - September 2011
KBAK-TV September 1997 - November 1999
KWWL-TV May 1995 - August 1997
Skills
Internal Communications, Strategy, Team Leadership, Human Resources, Strategic Communications, Marketing Communications, Corporate Communications, Crisis Communications, Staff Development, Public Relations, Social Media, Editing
Education
Drake University 2006 — 2009
MCL, Master's of Communications Leadership
Wartburg College 1991 — 1995
BA, Communications
MFL
Nationwide Insurance February 2014 - Present
International Association of Business Communicators (IABC)/Iowa July 2012 - Present
Grand View University August 2011 - Present
Athene USA October 2013 - January 2014
Aviva USA May 2012 - October 2013
Aviva North America September 2011 - April 2012
Principal Financial Group January 2000 - September 2011
KBAK-TV September 1997 - November 1999
KWWL-TV May 1995 - August 1997
Skills
Internal Communications, Strategy, Team Leadership, Human Resources, Strategic Communications, Marketing Communications, Corporate Communications, Crisis Communications, Staff Development, Public Relations, Social Media, Editing
Education
Drake University 2006 — 2009
MCL, Master's of Communications Leadership
Wartburg College 1991 — 1995
BA, Communications
MFL
Sheri Hasan's Principal Financial Group Experience April 2013 - Present
Job RIS Strategy Director at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group April 2013 - Present
Principal Financial Group August 2008 - April 2013
Principal Financial Group 2001 - 2008
Skills
Strategy, Investments, Portfolio Management, Financial Services, Insurance, Mutual Funds, Product Development, 401k, Strategic Financial...
Education
Drake University 1994 — 1997
MBA, 4.0 GPA
Wharton School, University of Pennsylvania 2011 — 2011
Exec. Ed., Strategic Thinking & Management for Competitive Advantage
Truman State University 1986 — 1991
BA and BS, Finance, Cum Laude
Principal Financial Group April 2013 - Present
Principal Financial Group August 2008 - April 2013
Principal Financial Group 2001 - 2008
Skills
Strategy, Investments, Portfolio Management, Financial Services, Insurance, Mutual Funds, Product Development, 401k, Strategic Financial...
Education
Drake University 1994 — 1997
MBA, 4.0 GPA
Wharton School, University of Pennsylvania 2011 — 2011
Exec. Ed., Strategic Thinking & Management for Competitive Advantage
Truman State University 1986 — 1991
BA and BS, Finance, Cum Laude
Perry McGee's Principal Financial Group Experience March 2013 - Present
Job Senior Client Service Manager at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group March 2013 - Present
The Principal Financial Group May 2010 - March 2013
Principal Financial Group July 2005 - May 2010
Principal Financial Group December 1999 - July 2005
Principal Financial Group June 1996 - December 1999
Skills
401k, Mutual Funds, Series 7, Series 66, Financial Services, Defined Contribution
Education
Drake University 1998 — 1999
Master of Business Administration, Business
Loras College 1990 — 1994
Bachelor of Arts (B.A.), Marketing
Principal Financial Group March 2013 - Present
The Principal Financial Group May 2010 - March 2013
Principal Financial Group July 2005 - May 2010
Principal Financial Group December 1999 - July 2005
Principal Financial Group June 1996 - December 1999
Skills
401k, Mutual Funds, Series 7, Series 66, Financial Services, Defined Contribution
Education
Drake University 1998 — 1999
Master of Business Administration, Business
Loras College 1990 — 1994
Bachelor of Arts (B.A.), Marketing
Paul Blankenhagen's Principal Financial Group Experience March 2000 - Present
Job Portfolio Manager at Principal Financial Group
Industry Investment Management
Experience
Principal Financial Group March 2000 - Present
Principal Global Investors 2000 - Present
Principal Global Investors March 1995 - March 2000
Education
Iowa State University 1988 — 1992
Bachelor of Science (BS), Finance, General
Drake University
Master of Business Administration (MBA)
Principal Financial Group March 2000 - Present
Principal Global Investors 2000 - Present
Principal Global Investors March 1995 - March 2000
Education
Iowa State University 1988 — 1992
Bachelor of Science (BS), Finance, General
Drake University
Master of Business Administration (MBA)
Shannon Kern's Principal Financial Group Experience March 2007 - Present
Job Asst Financial Controller at Principal Financial Group
Industry Insurance
Experience
Principal Financial Group March 2007 - Present
Principal Financial Group July 2000 - March 2007
Principal Financial Group August 1997 - July 2000
Internal Revenue Service September 1995 - August 1997
Internal Revenue Service June 1990 - September 1995
Skills
Financial Analysis
Education
Drake University 1998 — 1999
MBA
University of Missouri - Kansas City 1991 — 1993
MS, Accounting
University of Missouri-Kansas City 1989 — 1990
BS, Accounting
University of Missouri-Columbia 1986 — 1988
Principal Financial Group March 2007 - Present
Principal Financial Group July 2000 - March 2007
Principal Financial Group August 1997 - July 2000
Internal Revenue Service September 1995 - August 1997
Internal Revenue Service June 1990 - September 1995
Skills
Financial Analysis
Education
Drake University 1998 — 1999
MBA
University of Missouri - Kansas City 1991 — 1993
MS, Accounting
University of Missouri-Kansas City 1989 — 1990
BS, Accounting
University of Missouri-Columbia 1986 — 1988
Rick Pallister's Principal Financial Group Experience March 2001 - March 2004
Job Director Marketing Operations at Athene
Industry Financial Services
Experience
Athene May 2014 - Present
Iowa State University January 2013 - May 2014
Bethel University September 2010 - January 2013
Meredith Corp March 2004 - September 2010
Principal Financial Group March 2001 - March 2004
Skills
Marketing Strategy, Marketing Communications, Online Marketing, Advertising, Budgeting, Social Media Marketing, Promotions, Direct Marketing, Integrated Marketing, Direct Mail, Product Development, New Business Development, Research, Digital Marketing, Corporate Communications, Email Marketing, Brand Development, Marketing Research, Account Management, SEM, Market Planning, Market Research, Marketing Management
Education
Drake University 1991 — 2000
BS Marketing
Drake University 1992 — 1996
MS Integrated Corporate Communcations, Mass Communications
University of Wisconsin-Platteville 1984 — 1990
BS Broadcast Management and Production, Radio / TV broadcasting
Athene May 2014 - Present
Iowa State University January 2013 - May 2014
Bethel University September 2010 - January 2013
Meredith Corp March 2004 - September 2010
Principal Financial Group March 2001 - March 2004
Skills
Marketing Strategy, Marketing Communications, Online Marketing, Advertising, Budgeting, Social Media Marketing, Promotions, Direct Marketing, Integrated Marketing, Direct Mail, Product Development, New Business Development, Research, Digital Marketing, Corporate Communications, Email Marketing, Brand Development, Marketing Research, Account Management, SEM, Market Planning, Market Research, Marketing Management
Education
Drake University 1991 — 2000
BS Marketing
Drake University 1992 — 1996
MS Integrated Corporate Communcations, Mass Communications
University of Wisconsin-Platteville 1984 — 1990
BS Broadcast Management and Production, Radio / TV broadcasting
Tisha Worden's Principal Financial Group Experience December 1996 - February 2012
Job Investment Operations Sr. Manager, Principal Global Investors
Industry Financial Services
Experience
Principal Global Investors February 2012 - Present
Principal Financial Group December 1996 - February 2012
Skills
FINRA Licenses Series..., Series 7, Investments, Securities, Series 24, Financial Services, Management
Education
University of Iowa - Henry B. Tippie College of Business 1990 — 1994
Finance
Drake University 2002 — 2005
MBA, Business Administration and Management, General
Creston High School 1987 — 1990
Principal Global Investors February 2012 - Present
Principal Financial Group December 1996 - February 2012
Skills
FINRA Licenses Series..., Series 7, Investments, Securities, Series 24, Financial Services, Management
Education
University of Iowa - Henry B. Tippie College of Business 1990 — 1994
Finance
Drake University 2002 — 2005
MBA, Business Administration and Management, General
Creston High School 1987 — 1990
Scott Valbert's Principal Financial Group Experience June 2005 - October 2012
Job Ask me how your company can help United Way improve lives in our community.
Industry Financial Services
Experience
United Way of Central Iowa March 2013 - Present
Scott Valbert - Freelance writer September 2012 - September 2013
Principal Financial Group June 2005 - October 2012
Bank of America June 2002 - July 2005
Wells Fargo Home Mortgage 1997 - 1998
Iowa Health System 1996 - 1997
Iowa Health System 1995 - 1996
ZLR IGNITION 1993 - 1996
Skills
Internal Communications, Corporate Communications, Strategic Communications, Editing, Marketing Communications, Newsletters, Media Relations, Copywriting, Crisis Communications, Public Speaking, Marketing, Public Relations, Marketing Strategy
Education
Drake University 1989 — 1993
Bachelor of Arts (B.A.), Advertising and Public Relations
Maquoketa High School
Maquoketa High School
United Way of Central Iowa March 2013 - Present
Scott Valbert - Freelance writer September 2012 - September 2013
Principal Financial Group June 2005 - October 2012
Bank of America June 2002 - July 2005
Wells Fargo Home Mortgage 1997 - 1998
Iowa Health System 1996 - 1997
Iowa Health System 1995 - 1996
ZLR IGNITION 1993 - 1996
Skills
Internal Communications, Corporate Communications, Strategic Communications, Editing, Marketing Communications, Newsletters, Media Relations, Copywriting, Crisis Communications, Public Speaking, Marketing, Public Relations, Marketing Strategy
Education
Drake University 1989 — 1993
Bachelor of Arts (B.A.), Advertising and Public Relations
Maquoketa High School
Maquoketa High School
Tim Rolow's Principal Financial Group Experience 1992 - 2007
Job Executive Director Enterprise Technology at CDS Global
Industry Internet
Experience
CDS Global April 2014 - Present
Executive Resources, LLC 2013 - 2014
Delta Dental of Iowa 2013 - 2013
Delta Dental of Iowa 2012 - 2013
Dice Holdings, Inc. 2011 - September 2012
Wellmark, Inc. 2007 - 2011
Principal Financial Group 1992 - 2007
Skills
Mergers, Operations Management, Vendor Management, ITIL, Insurance, Strategy, Information Technology, CRM, Data Center, Mergers & Acquisitions, Business Analysis, SDLC, Leadership, Process Improvement, IT Strategy, Business Intelligence, Visio, Management, Enterprise Software
Education
Drake University
MBA, Finance
University of Iowa
B.S., Computer Science
CDS Global April 2014 - Present
Executive Resources, LLC 2013 - 2014
Delta Dental of Iowa 2013 - 2013
Delta Dental of Iowa 2012 - 2013
Dice Holdings, Inc. 2011 - September 2012
Wellmark, Inc. 2007 - 2011
Principal Financial Group 1992 - 2007
Skills
Mergers, Operations Management, Vendor Management, ITIL, Insurance, Strategy, Information Technology, CRM, Data Center, Mergers & Acquisitions, Business Analysis, SDLC, Leadership, Process Improvement, IT Strategy, Business Intelligence, Visio, Management, Enterprise Software
Education
Drake University
MBA, Finance
University of Iowa
B.S., Computer Science
Patrick Bush's Principal Financial Group Experience June 2011 - February 2013
Job Financial Analyst at Syverson Strege & Company
Industry Financial Services
Experience
Syverson Strege & Company February 2013 - Present
Principal Financial Group June 2011 - February 2013
Education
Iowa State University - College of Business 2003 — 2005
MBA, Business, IT
Drake University 1997 — 2001
BSBA, Investment Finance, Economics
Syverson Strege & Company February 2013 - Present
Principal Financial Group June 2011 - February 2013
Education
Iowa State University - College of Business 2003 — 2005
MBA, Business, IT
Drake University 1997 — 2001
BSBA, Investment Finance, Economics
Wyatt Yon's Principal Financial Group Experience 1997 - 2005
Job Investment Advisor Representative
Industry Financial Services
Experience
ING 2005 - Present
Principal Financial Group 1997 - 2005
Beacon MicroCenter 1990 - 1994
Education
Drake University
BSBA, MBA
ING 2005 - Present
Principal Financial Group 1997 - 2005
Beacon MicroCenter 1990 - 1994
Education
Drake University
BSBA, MBA
Steffini Eisenbeis's Principal Financial Group Experience 1997 - Present
Job Compliance Director/Paralegal Analyst Government Relations at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group 1997 - Present
Skills
Government Relations, Research, Government Liaison, Compliance, Insurance, Policy, Writing, Government, Analysis, Legislation, Customer Service, Employee Benefits, ERISA, Public Policy, Politics, Leadership, Public Speaking, Management, Social Media
Education
Drake University
MPA, Government/Politics/International Relations
Mater Dei High School
Principal Financial Group 1997 - Present
Skills
Government Relations, Research, Government Liaison, Compliance, Insurance, Policy, Writing, Government, Analysis, Legislation, Customer Service, Employee Benefits, ERISA, Public Policy, Politics, Leadership, Public Speaking, Management, Social Media
Education
Drake University
MPA, Government/Politics/International Relations
Mater Dei High School
Steve Zeller's Principal Financial Group Experience March 2014 - Present
Job Assistant Director Principal Plan Dental at Principal Life Insurance Company
Industry Insurance
Experience
Principal Financial Group March 2014 - Present
Principal Financial Group February 2010 - March 2014
Principal Financial Group October 2007 - February 2010
Principal Financial Group May 2006 - October 2007
Principal Financial Group July 2004 - May 2006
Principal Financial Group September 2001 - July 2004
Principal Financial Group April 1995 - September 2001
Principal Financial Group January 2000 - February 2001
Equitable of the US/AXA May 1990 - April 1995
Skills
Health Insurance, Disability Insurance, Insurance, Term Life Insurance, Employee Benefits, Underwriting, Network Development, Life Insurance, Provider Relations, Claim, Human Resources, Strategic Planning, Recruiting, Sales
Education
Drake University 1992 — 1992
Hoover High
Principal Financial Group March 2014 - Present
Principal Financial Group February 2010 - March 2014
Principal Financial Group October 2007 - February 2010
Principal Financial Group May 2006 - October 2007
Principal Financial Group July 2004 - May 2006
Principal Financial Group September 2001 - July 2004
Principal Financial Group April 1995 - September 2001
Principal Financial Group January 2000 - February 2001
Equitable of the US/AXA May 1990 - April 1995
Skills
Health Insurance, Disability Insurance, Insurance, Term Life Insurance, Employee Benefits, Underwriting, Network Development, Life Insurance, Provider Relations, Claim, Human Resources, Strategic Planning, Recruiting, Sales
Education
Drake University 1992 — 1992
Hoover High
Schuller, Jeremy's Principal Financial Group Experience April 2012 - Present
Job Solutions Architect at Principal Financial Group
Industry Information Services
Experience
Principal Financial Group April 2012 - Present
Skills
Microsoft Exchange, Active Directory, Lync Server 2013, Microsoft SQL Server, Good Mobile for..., Blackberry, IT Solutions
Education
Drake University 1995 — 1998
MBA, Business
Grandview College 1992 — 1995
BA, Business
Principal Financial Group April 2012 - Present
Skills
Microsoft Exchange, Active Directory, Lync Server 2013, Microsoft SQL Server, Good Mobile for..., Blackberry, IT Solutions
Education
Drake University 1995 — 1998
MBA, Business
Grandview College 1992 — 1995
BA, Business
Susan Hertzberg's Principal Financial Group Experience September 2001 - January 2008
Job Senior Product Manager at Wellmark
Industry Insurance
Experience
Wellmark Blue Cross Blue Shield February 2008 - Present
Wellmark February 2008 - Present
Principal Financial Group September 2001 - January 2008
Education
Drake University 1988 — 1992
BA, Political Science, Criminology
Wellmark Blue Cross Blue Shield February 2008 - Present
Wellmark February 2008 - Present
Principal Financial Group September 2001 - January 2008
Education
Drake University 1988 — 1992
BA, Political Science, Criminology
Steve Donohue's Principal Financial Group Experience April 1999 - May 2005
Job SVP Client Experience & Marketing, Private Wealth Management at Regions Financial Corporation
Industry Financial Services
Experience
Regions Private Wealth Management June 2012 - Present
Regions Financial Corporation June 2005 - June 2012
Principal Financial Group April 1999 - May 2005
Wells Fargo November 1994 - April 1999
Aviva USA 1989 - 1994
Skills
Marketing Strategy, Analysis, Integrated Marketing, Marketing, CRM, Multi-channel Marketing, Business Strategy, Strategy, Database Marketing, Marketing Research, Marketing Management, Sales, Segmentation, Banking, Strategic Planning, Management, Marketing Communications, Leadership, Relationship Management, Web Analytics, Market Planning, Analytics, Sales Management
Education
Drake University 1994 — 1997
MBA
University of Northern Iowa 1984 — 1989
BA, Marketing
Regions Private Wealth Management June 2012 - Present
Regions Financial Corporation June 2005 - June 2012
Principal Financial Group April 1999 - May 2005
Wells Fargo November 1994 - April 1999
Aviva USA 1989 - 1994
Skills
Marketing Strategy, Analysis, Integrated Marketing, Marketing, CRM, Multi-channel Marketing, Business Strategy, Strategy, Database Marketing, Marketing Research, Marketing Management, Sales, Segmentation, Banking, Strategic Planning, Management, Marketing Communications, Leadership, Relationship Management, Web Analytics, Market Planning, Analytics, Sales Management
Education
Drake University 1994 — 1997
MBA
University of Northern Iowa 1984 — 1989
BA, Marketing
Andrew Rinn's Principal Financial Group Experience 2004 - 2008
Job Senior Advanced Markets Consultant at MetLife
Industry Insurance
Experience
MetLife Senior Advanced Markets ConsultantMetLife Investors2008 - Present
Principal Financial Group 2004 - 2008
Education
Drake University Law School 1992 — 1995
JD, Law
Midland University 1986 — 1990
Business, Marketing
MetLife Senior Advanced Markets ConsultantMetLife Investors2008 - Present
Principal Financial Group 2004 - 2008
Education
Drake University Law School 1992 — 1995
JD, Law
Midland University 1986 — 1990
Business, Marketing
Pat Horan's Principal Financial Group Experience 1998 - 2007
Job Team Leader IT Applications at Wellmark BCBS
Industry Insurance
Experience
Wellmark BCBS September 2007 - Present
Principal Financial Group 1998 - 2007
Principal Financial Group 1996 - 1997
Principal Financial Group 1988 - 1995
Skills
DB2, Vendor Management, Insurance, SDLC, Business Analysis, Health Insurance, Enterprise Architecture, Architecture, Application Architecture, Leadership, Management, Cross-functional Team..., IT Strategy, IT Operations, Budgets, Resource Management, Mainframe, COBOL, CICS, Service Oriented..., HIPAA, Project Management, SharePoint, Visio, Architectures
Education
Drake University 1984 — 1988
BS, Computer Science, Minor Math & Business
Wellmark BCBS September 2007 - Present
Principal Financial Group 1998 - 2007
Principal Financial Group 1996 - 1997
Principal Financial Group 1988 - 1995
Skills
DB2, Vendor Management, Insurance, SDLC, Business Analysis, Health Insurance, Enterprise Architecture, Architecture, Application Architecture, Leadership, Management, Cross-functional Team..., IT Strategy, IT Operations, Budgets, Resource Management, Mainframe, COBOL, CICS, Service Oriented..., HIPAA, Project Management, SharePoint, Visio, Architectures
Education
Drake University 1984 — 1988
BS, Computer Science, Minor Math & Business
Ted Nellesen's Principal Financial Group Experience July 2007 - October 2008
Job City Budgets Director
Industry Government Administration
Experience
State of Iowa July 2012 - Present
Public Financial Management November 2010 - July 2012
Nationwide Insurance December 2008 - November 2010
Principal Financial Group July 2007 - October 2008
American General Finance May 2006 - July 2007
Skills
Insurance, Underwriting, Financial Analysis, Strategic Financial..., Banking, Financial Modeling, Finance, Credit Analysis, Mortgage Lending, Financial Reporting, Cash Flow, Budgets, Government, Policy
Education
Drake University 2009 — 2011
Masters, Public Administration - Financial Resources
Iowa State University 2002 — 2005
B.A., Political Science
State of Iowa July 2012 - Present
Public Financial Management November 2010 - July 2012
Nationwide Insurance December 2008 - November 2010
Principal Financial Group July 2007 - October 2008
American General Finance May 2006 - July 2007
Skills
Insurance, Underwriting, Financial Analysis, Strategic Financial..., Banking, Financial Modeling, Finance, Credit Analysis, Mortgage Lending, Financial Reporting, Cash Flow, Budgets, Government, Policy
Education
Drake University 2009 — 2011
Masters, Public Administration - Financial Resources
Iowa State University 2002 — 2005
B.A., Political Science
Mike Borland's Principal Financial Group Experience May 2008 - August 2008
Job Integration Architect at Cerner Corporation
Industry Information Technology and Services
Experience
Cerner Corporation June 2010 - Present
Celerity Services May 2009 - August 2010
Principal Financial Group May 2008 - August 2008
Principal Financial Group May 2007 - February 2008
Skills
Integration, Servers, VPN, Network Administration, LAN-WAN, Technical Support
Education
Drake University 2005 — 2009
Bachelor of Science in Business and Public Administration, Information Systems, Management
Cerner Corporation June 2010 - Present
Celerity Services May 2009 - August 2010
Principal Financial Group May 2008 - August 2008
Principal Financial Group May 2007 - February 2008
Skills
Integration, Servers, VPN, Network Administration, LAN-WAN, Technical Support
Education
Drake University 2005 — 2009
Bachelor of Science in Business and Public Administration, Information Systems, Management
Roberta Randall's Principal Financial Group Experience July 2003 - October 2007
Job Social Security benefits, healthcare and law, educational presentations
Industry Consumer Services
Experience
Home Health January 2011 - January 2013
Protection and Advocacy February 2008 - September 2010
Principal Financial Group July 2003 - October 2007
Skills
Microsoft Office, Public Speaking, Education, Coaching, Mental Health
Education
Drake University 1999 — 2002
Bachelor's degree/Juris Doctorate, Sociology/Law
DMACC
Licensed Practical Nurse
Home Health January 2011 - January 2013
Protection and Advocacy February 2008 - September 2010
Principal Financial Group July 2003 - October 2007
Skills
Microsoft Office, Public Speaking, Education, Coaching, Mental Health
Education
Drake University 1999 — 2002
Bachelor's degree/Juris Doctorate, Sociology/Law
DMACC
Licensed Practical Nurse
Tim Walz, MBA, PMP, FLMI's Principal Financial Group Experience May 2002 - November 2002
Job Consultant Business Consulting at Nationwide Affinity Solutions
Industry Insurance
Experience
Nationwide Affinity Solutions November 2010 - Present
Nationwide Agribusiness August 2010 - November 2010
Nationwide Agribusiness December 2006 - August 2010
Nationwide Agribusiness November 2004 - December 2006
ING Financial Services November 2002 - November 2004
Principal Financial Group May 2002 - November 2002
Skills
Insurance, Business Requirements, Business Analysis, Risk Management, Process Improvement, Underwriting, Property & Casualty..., Requirements Analysis, Visio, Strategic Planning, Project Portfolio..., PMP, Waterfall, Agile Methodologies, Requirements Gathering
Education
Drake University 2006 — 2008
MBA, Economics
University of Iowa 1990 — 1994
BBA, Finance
Nationwide Affinity Solutions November 2010 - Present
Nationwide Agribusiness August 2010 - November 2010
Nationwide Agribusiness December 2006 - August 2010
Nationwide Agribusiness November 2004 - December 2006
ING Financial Services November 2002 - November 2004
Principal Financial Group May 2002 - November 2002
Skills
Insurance, Business Requirements, Business Analysis, Risk Management, Process Improvement, Underwriting, Property & Casualty..., Requirements Analysis, Visio, Strategic Planning, Project Portfolio..., PMP, Waterfall, Agile Methodologies, Requirements Gathering
Education
Drake University 2006 — 2008
MBA, Economics
University of Iowa 1990 — 1994
BBA, Finance
Tom Messerly's Principal Financial Group Experience Financial AnalystJohn Deere Credit1992 - 2004
Job Business Analyst at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group Financial AnalystJohn Deere Credit1992 - 2004
Education
Drake University
B.A., Computer Info Systems, Accounting
Principal Financial Group Financial AnalystJohn Deere Credit1992 - 2004
Education
Drake University
B.A., Computer Info Systems, Accounting
Sue Costanzo's Principal Financial Group Experience September 2006 - May 2009
Job Technical Project Manager at Sammons Annuity Group
Industry Financial Services
Experience
Sammons Annuity Group August 2009 - Present
Principal Financial Group September 2006 - May 2009
Principal Financial Group January 1990 - May 2009
Principal Financial Group September 2000 - September 2006
Principal Financial Group 1996 - 2000
Principal Financial Group January 1990 - September 1996
Skills
Vendor Management, Project Management, Process Improvement, Customer Service, Training, Business Process, Budgets, Project Portfolio..., Team Management, Software Documentation, Recruiting, Customer Satisfaction, Requirements Gathering, Call Centers, Requirements Analysis, Business Analysis, Leadership, Insurance
Education
Drake University 1987 — 1989
B.A., Economics/Business Administration
Eastern Michigan University
Liberal Arts
Sammons Annuity Group August 2009 - Present
Principal Financial Group September 2006 - May 2009
Principal Financial Group January 1990 - May 2009
Principal Financial Group September 2000 - September 2006
Principal Financial Group 1996 - 2000
Principal Financial Group January 1990 - September 1996
Skills
Vendor Management, Project Management, Process Improvement, Customer Service, Training, Business Process, Budgets, Project Portfolio..., Team Management, Software Documentation, Recruiting, Customer Satisfaction, Requirements Gathering, Call Centers, Requirements Analysis, Business Analysis, Leadership, Insurance
Education
Drake University 1987 — 1989
B.A., Economics/Business Administration
Eastern Michigan University
Liberal Arts
Ramón Pando's Principal Financial Group Experience November 2007 - Present
Job Director General Afore en Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group November 2007 - Present
ING GROUP January 2005 - November 2007
Grupo Iusacell 1993 - 2000
Iusacell 1997 - 1999
Skills
Estrategia empresarial, Liderazgo de equipos, Negociación, Planificación..., Plan de negocio, Estrategia, Estrategia de..., Análisis financiero, Inversiones, Liderazgo
Education
IPADE Business School 2014 — 2015
Continuidad AD2
Drake University 2014 — 2014
Executive Leadership Program
University of Pennsylvania - The Wharton School 2014 — 2014
Strategic Planning
Tecnológico de Monterrey 2006 — 2007
Diplomado en Desarrollo Ejecutivo
IPADE Business School 2000 — 2000
AD1
Tecnológico de Monterrey 1996 — 1996
Diplomado en Administración Financiera
Tecnológico de Monterrey 1995 — 1995
Diplomado de Mercadotecnia
UNAM - Facultad de Contaduría y Administración 1975 — 1979
Licenciatura en Administración de Empresas
Principal Financial Group November 2007 - Present
ING GROUP January 2005 - November 2007
Grupo Iusacell 1993 - 2000
Iusacell 1997 - 1999
Skills
Estrategia empresarial, Liderazgo de equipos, Negociación, Planificación..., Plan de negocio, Estrategia, Estrategia de..., Análisis financiero, Inversiones, Liderazgo
Education
IPADE Business School 2014 — 2015
Continuidad AD2
Drake University 2014 — 2014
Executive Leadership Program
University of Pennsylvania - The Wharton School 2014 — 2014
Strategic Planning
Tecnológico de Monterrey 2006 — 2007
Diplomado en Desarrollo Ejecutivo
IPADE Business School 2000 — 2000
AD1
Tecnológico de Monterrey 1996 — 1996
Diplomado en Administración Financiera
Tecnológico de Monterrey 1995 — 1995
Diplomado de Mercadotecnia
UNAM - Facultad de Contaduría y Administración 1975 — 1979
Licenciatura en Administración de Empresas
Rose Christenson's Principal Financial Group Experience May 2010 - July 2012
Job Instructional Designer & Developer Marketing & Sales at John Deere Financial
Industry Financial Services
Experience
John Deere Financial March 2013 - Present
Farmers Mutual Hail via The Palmer Group July 2012 - March 2013
Principal Financial Group May 2010 - July 2012
Principal Financial Group September 2007 - May 2010
William Penn University – College for Working Adults August 2007 - December 2007
Universal Systems and Technology, Inc. August 2006 - September 2007
John Deere Financial November 2002 - August 2006
Girl Scouts of the USA May 2002 - June 2002
Wells Fargo February 2001 - May 2002
Living History Farms May 2000 - February 2001
Skills
Instructional Design, Performance Improvement, Measurement & Evaluation, Organizational..., Project Management, Performance Consulting, Adult Learning, Information Mapping, Curriculum Design, Public Speaking, Blended Learning, ADDIE, Needs Analysis, Business Process..., Scripting &..., PowerPoint Design, eLearning Design, Instructor-led Training, SnagIt, Leadership Development, Learning Management..., Training, PowerPoint, Distance Learning, Leadership, Management, Workshop Facilitation, Analysis, Adult Learning Theory, Employee Training, Coaching, Program Management, Interviews, Human Resources
Education
Drake University 2005 — 2008
Master of Science, Adult Learning, Performance & Development
Iowa State University 1998 — 2000
Bachelor of Science, History
University of Iowa 1996 — 1997
Journalism
John Deere Financial March 2013 - Present
Farmers Mutual Hail via The Palmer Group July 2012 - March 2013
Principal Financial Group May 2010 - July 2012
Principal Financial Group September 2007 - May 2010
William Penn University – College for Working Adults August 2007 - December 2007
Universal Systems and Technology, Inc. August 2006 - September 2007
John Deere Financial November 2002 - August 2006
Girl Scouts of the USA May 2002 - June 2002
Wells Fargo February 2001 - May 2002
Living History Farms May 2000 - February 2001
Skills
Instructional Design, Performance Improvement, Measurement & Evaluation, Organizational..., Project Management, Performance Consulting, Adult Learning, Information Mapping, Curriculum Design, Public Speaking, Blended Learning, ADDIE, Needs Analysis, Business Process..., Scripting &..., PowerPoint Design, eLearning Design, Instructor-led Training, SnagIt, Leadership Development, Learning Management..., Training, PowerPoint, Distance Learning, Leadership, Management, Workshop Facilitation, Analysis, Adult Learning Theory, Employee Training, Coaching, Program Management, Interviews, Human Resources
Education
Drake University 2005 — 2008
Master of Science, Adult Learning, Performance & Development
Iowa State University 1998 — 2000
Bachelor of Science, History
University of Iowa 1996 — 1997
Journalism
Yoko Long's Principal Financial Group Experience 1996 - 2000
Job Experienced Office Manager
Industry Real Estate
Experience
Position Logic 2007 - 2013
Principal Financial Group 1996 - 2000
Skills
Strategic Partnerships, Start-ups, Business Strategy, Strategic Planning
Education
Drake University 1995 — 1998
MBA
University of Iowa 1988 — 1992
BBA, International Finance
Muscatine High School 1987 — 1988
Disploma, Senior Year
Yamanashi Eiwa
Position Logic 2007 - 2013
Principal Financial Group 1996 - 2000
Skills
Strategic Partnerships, Start-ups, Business Strategy, Strategic Planning
Education
Drake University 1995 — 1998
MBA
University of Iowa 1988 — 1992
BBA, International Finance
Muscatine High School 1987 — 1988
Disploma, Senior Year
Yamanashi Eiwa
Melanie Ketner's Principal Financial Group Experience May 1994 - November 1998
Job Defined Benefits Domain Manager at Hewitt Associates
Industry Outsourcing/Offshoring
Experience
Aon Hewitt November 1998 - Present
Aon Hewitt 2009 - 2012
Principal Financial Group May 1994 - November 1998
Skills
Pension Administration, People Management, Vendor Management, SDLC, Process Improvement, Deferred Compensation, Outsourcing, Performance Management, PeopleSoft, Management
Education
Drake University 1996 — 1998
Master of Business
University of Nebraska-Lincoln 1990 — 1994
Bachelor of Business Administration, Finance and Human Resource Management
Aon Hewitt November 1998 - Present
Aon Hewitt 2009 - 2012
Principal Financial Group May 1994 - November 1998
Skills
Pension Administration, People Management, Vendor Management, SDLC, Process Improvement, Deferred Compensation, Outsourcing, Performance Management, PeopleSoft, Management
Education
Drake University 1996 — 1998
Master of Business
University of Nebraska-Lincoln 1990 — 1994
Bachelor of Business Administration, Finance and Human Resource Management
Sean Dowling's Principal Financial Group Experience June 2001 - Present
Job Assistant Claims Director, Life & Disability at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group June 2001 - Present
Skills
Disability Insurance, Account Management, Insurance, Employee Benefits, Term Life Insurance, Life Insurance, Health Insurance, Underwriting, Brokers, Sales Management, Customer Service, Process Improvement, Claim, Training, Strategic Planning, Coaching, Medicare, Risk Management
Education
Drake University 1996 — 1998
Masters, Education
Iowa State University
Bachelors, Exercise and Sports Science
Principal Financial Group June 2001 - Present
Skills
Disability Insurance, Account Management, Insurance, Employee Benefits, Term Life Insurance, Life Insurance, Health Insurance, Underwriting, Brokers, Sales Management, Customer Service, Process Improvement, Claim, Training, Strategic Planning, Coaching, Medicare, Risk Management
Education
Drake University 1996 — 1998
Masters, Education
Iowa State University
Bachelors, Exercise and Sports Science
Don Koehler's Principal Financial Group Experience March 1998 - July 2012
Job Of Counsel at Cable Huston LLP
Industry Law Practice
Experience
Cable Huston Benedict Haagensen & Lloyd LLP September 2012 - Present
Principal Financial Group March 1998 - July 2012
Slagle, Bernard & Gorman May 1991 - March 1998
Skills
Construction Law, Litigation, Securities Litigation, Business Transactions, Appellate Practice, Real Estate Transactions, Pension Funds, Environmental Issues, Real Estate, Securities, Bankruptcy
Education
Drake University Law School 1988 — 1991
Doctor of Law (JD), Law
The University of Texas at Austin 1978 — 1982
Bachelor of Business Administration (BBA), Finance, General
Cable Huston Benedict Haagensen & Lloyd LLP September 2012 - Present
Principal Financial Group March 1998 - July 2012
Slagle, Bernard & Gorman May 1991 - March 1998
Skills
Construction Law, Litigation, Securities Litigation, Business Transactions, Appellate Practice, Real Estate Transactions, Pension Funds, Environmental Issues, Real Estate, Securities, Bankruptcy
Education
Drake University Law School 1988 — 1991
Doctor of Law (JD), Law
The University of Texas at Austin 1978 — 1982
Bachelor of Business Administration (BBA), Finance, General
Timothy Ordal's Principal Financial Group Experience June 2011 - Present
Job Senior Quality Analyst at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group June 2011 - Present
Principal Financial Group December 2010 - Present
Principal Financial Group June 2006 - January 2011
Wellmark March 2006 - May 2006
Principal Financial Group June 1990 - March 2006
Skills
Business Analysis, Process Improvement, Risk Management, Insurance, Business Objects, SDLC, SharePoint, Requirements Analysis, Access, Mainframe, Quality Assurance, Visio, Analysis, Resource Management, COBOL, Databases, Testing, Project Planning, Test Cases, Regression Testing, Requirements Gathering, Test Management, Software Quality..., User Acceptance Testing, Test Planning, Leadership, Agile Methodologies, Software Project..., Quality Center, System Testing, Software Documentation, Business Requirements, Waterfall
Education
Drake University 1992 — 1994
MBA, Business
Drake University 1986 — 1990
Bachelor of Science in Business Administration, Finance and Insurance
Principal Financial Group June 2011 - Present
Principal Financial Group December 2010 - Present
Principal Financial Group June 2006 - January 2011
Wellmark March 2006 - May 2006
Principal Financial Group June 1990 - March 2006
Skills
Business Analysis, Process Improvement, Risk Management, Insurance, Business Objects, SDLC, SharePoint, Requirements Analysis, Access, Mainframe, Quality Assurance, Visio, Analysis, Resource Management, COBOL, Databases, Testing, Project Planning, Test Cases, Regression Testing, Requirements Gathering, Test Management, Software Quality..., User Acceptance Testing, Test Planning, Leadership, Agile Methodologies, Software Project..., Quality Center, System Testing, Software Documentation, Business Requirements, Waterfall
Education
Drake University 1992 — 1994
MBA, Business
Drake University 1986 — 1990
Bachelor of Science in Business Administration, Finance and Insurance
Shelly Wolterman Neese's Principal Financial Group Experience June 2007 - November 2011
Job Educational Data Systems Consultant at Heartland Area Education Agency
Industry Information Technology and Services
Experience
Heartland Area Education Agency November 2011 - Present
Principal Financial Group June 2007 - November 2011
Dowling Catholic High School August 1987 - June 2007
Skills
Staff Development, Instructional Design, Online Research, Written & Oral..., Data Analysis, Networking, Communication Skills, Teaching, Quantitative Research, Qualitative Research, Training, E-Learning, Quality Assurance, Data Quality, Measurement Tools, Evaluation, Adult Education, Organizational..., Needs Analysis, Learning Management, ADDIE
Education
Drake University 2004 — 2013
Ed.D., Adult Learning, Performance, and Development
Drake University 2003 — 2004
Ed.S., Adult Learning, Performance, and Development
Viterbo University 2002 — 2003
M.A., Education
University of Nebraska - Lincoln 1983 — 1987
B.S., Education
Heartland Area Education Agency November 2011 - Present
Principal Financial Group June 2007 - November 2011
Dowling Catholic High School August 1987 - June 2007
Skills
Staff Development, Instructional Design, Online Research, Written & Oral..., Data Analysis, Networking, Communication Skills, Teaching, Quantitative Research, Qualitative Research, Training, E-Learning, Quality Assurance, Data Quality, Measurement Tools, Evaluation, Adult Education, Organizational..., Needs Analysis, Learning Management, ADDIE
Education
Drake University 2004 — 2013
Ed.D., Adult Learning, Performance, and Development
Drake University 2003 — 2004
Ed.S., Adult Learning, Performance, and Development
Viterbo University 2002 — 2003
M.A., Education
University of Nebraska - Lincoln 1983 — 1987
B.S., Education
Sarah Riggins's Principal Financial Group Experience July 2012 - December 2013
Job Financial Consultant 3 at Wells Fargo Home Mortgage
Industry Accounting
Experience
Wells Fargo Home Mortgage December 2013 - Present
Grand View University December 2013 - Present
Des Moines Area Community College January 2010 - Present
Principal Financial Group July 2012 - December 2013
Principal Financial Group May 2011 - July 2012
Brickhouse American Grille August 2008 - June 2011
Principal Financial Group January 2005 - April 2011
Skills
Investments, Derivatives, Accounting, GAAP, Excel, Cash Management, Financial Analysis, Risk Management, Cash Flow, Insurance, Process Improvement, ALM, Corporate Finance, Securities, Finance, Access, Financial Accounting, Financial Statements
Education
Drake University 2006 — 2008
Masters, Accounting
Drake University 2003 — 2007
Bachelors, Accounting
Wells Fargo Home Mortgage December 2013 - Present
Grand View University December 2013 - Present
Des Moines Area Community College January 2010 - Present
Principal Financial Group July 2012 - December 2013
Principal Financial Group May 2011 - July 2012
Brickhouse American Grille August 2008 - June 2011
Principal Financial Group January 2005 - April 2011
Skills
Investments, Derivatives, Accounting, GAAP, Excel, Cash Management, Financial Analysis, Risk Management, Cash Flow, Insurance, Process Improvement, ALM, Corporate Finance, Securities, Finance, Access, Financial Accounting, Financial Statements
Education
Drake University 2006 — 2008
Masters, Accounting
Drake University 2003 — 2007
Bachelors, Accounting
Samar Nasereddin's Principal Financial Group Experience 2014 - 2014
Job Accounting RepresentitiveAthene
Industry Accounting
Experience
Athene Holding Ltd. April 2014 - Present
Mercy May 2013 - April 2014
Principal Financial Group 2014 - 2014
Office Depot April 2012 - September 2013
H&R Block December 2010 - April 2013
Drake University September 2011 - December 2012
Bath & Body Works November 2009 - November 2011
Greater Des Moines Convention and Visitors Bureau May 2011 - August 2011
Lutheran Services in Iowa March 2011 - August 2011
Greater of Des Moines Convention and Visitors Bureau March 2011 - August 2011
Skills
Microsoft Office, Typing, Communication, Customer Service, Tutoring, Bilingual, Accounting, Recruiting, Sales, Accounts Receivable, PowerPoint, Analysis, Time Management, Peachtree, Leadership, Invoicing, Teamwork, Microsoft Excel
Education
Drake University 2012 — 2015
Master of Accounting, Accounting
Drake University 2011 — 2012
Bachelor of Science in Business Administration, Accounting/Management, MAcc Student-2nd year
Athene Holding Ltd. April 2014 - Present
Mercy May 2013 - April 2014
Principal Financial Group 2014 - 2014
Office Depot April 2012 - September 2013
H&R Block December 2010 - April 2013
Drake University September 2011 - December 2012
Bath & Body Works November 2009 - November 2011
Greater Des Moines Convention and Visitors Bureau May 2011 - August 2011
Lutheran Services in Iowa March 2011 - August 2011
Greater of Des Moines Convention and Visitors Bureau March 2011 - August 2011
Skills
Microsoft Office, Typing, Communication, Customer Service, Tutoring, Bilingual, Accounting, Recruiting, Sales, Accounts Receivable, PowerPoint, Analysis, Time Management, Peachtree, Leadership, Invoicing, Teamwork, Microsoft Excel
Education
Drake University 2012 — 2015
Master of Accounting, Accounting
Drake University 2011 — 2012
Bachelor of Science in Business Administration, Accounting/Management, MAcc Student-2nd year
Tyler Veenstra's Principal Financial Group Experience September 2011 - Present
Job Financial Analyst II at PFG
Industry Financial Services
Experience
Principal Financial Group September 2011 - Present
Principal Global Investors May 2011 - September 2011
Merchants Bonding Company June 2010 - December 2010
EMC Insurance Company May 2009 - August 2009
Pearson NCS May 2008 - August 2008
Skills
Access, Underwriting, Insurance, Analysis, Financial Analysis, Microsoft Excel, Risk Management, Microsoft Word, Credit, Microsoft Office, Portfolio Management, VBA, SQL, MG ALFA, SAS, Financial Modeling, Fixed Annuities, Financial Forecasting, Cash Flow Forecasting
Education
Drake University 2011 — 2014
Master of Business Administration (M.B.A.), Finance, 4.00 GPA
Drake University 2007 — 2011
BSBA, Finance
Principal Financial Group September 2011 - Present
Principal Global Investors May 2011 - September 2011
Merchants Bonding Company June 2010 - December 2010
EMC Insurance Company May 2009 - August 2009
Pearson NCS May 2008 - August 2008
Skills
Access, Underwriting, Insurance, Analysis, Financial Analysis, Microsoft Excel, Risk Management, Microsoft Word, Credit, Microsoft Office, Portfolio Management, VBA, SQL, MG ALFA, SAS, Financial Modeling, Fixed Annuities, Financial Forecasting, Cash Flow Forecasting
Education
Drake University 2011 — 2014
Master of Business Administration (M.B.A.), Finance, 4.00 GPA
Drake University 2007 — 2011
BSBA, Finance
Nana Asare's Principal Financial Group Experience June 2006 - April 2008
Job Actuarial Analyst at Anthem
Industry Insurance
Experience
Anthem, Inc. March 2013 - Present
Colony Group/Argo Group August 2008 - October 2009
Principal Financial Group June 2006 - April 2008
Skills
Data Analysis, Actuarial Pricing, Actuarial Science, Enterprise Risk..., Risk Management, SAS, Financial Risk, Insurance, Financial Analysis, Access, Microsoft Excel, SPSS, System Administration, Microsoft Office
Education
St. Johns University School of Risk Management 2010 — 2011
M.S, Enterprise Risk Management
Drake University 2004 — 2008
BS, Actuarial Science/Finance and Quantitative Economics
Anthem, Inc. March 2013 - Present
Colony Group/Argo Group August 2008 - October 2009
Principal Financial Group June 2006 - April 2008
Skills
Data Analysis, Actuarial Pricing, Actuarial Science, Enterprise Risk..., Risk Management, SAS, Financial Risk, Insurance, Financial Analysis, Access, Microsoft Excel, SPSS, System Administration, Microsoft Office
Education
St. Johns University School of Risk Management 2010 — 2011
M.S, Enterprise Risk Management
Drake University 2004 — 2008
BS, Actuarial Science/Finance and Quantitative Economics
Peggy Gassberry-Jenkins's Principal Financial Group Experience 2014 - Present
Job Contract Consultant
Industry Insurance
Experience
Principal Financial Group 2014 - Present
Iowa State University June 1997 - Present
Principal Financial Group September 1973 - 2014
Education
Drake University 1971 — 1997
Journalism/Psych/Sociology
Roosevelt High School 1968 — 1971
Principal Financial Group 2014 - Present
Iowa State University June 1997 - Present
Principal Financial Group September 1973 - 2014
Education
Drake University 1971 — 1997
Journalism/Psych/Sociology
Roosevelt High School 1968 — 1971
Nicole Pasa's Principal Financial Group Experience 1999 - Present
Job Advertising Coordinator
Industry Financial Services
Experience
Principal Financial Group 1999 - Present
Skills
Advertising, Copywriting, Online Advertising, Account Management, Media Planning, Client Services, Corporate Communications, Event Planning, Brand Management, Media Buying, Digital Media
Education
Drake University 2006 — 2012
Advertising-Account Management, Advertising
Principal Financial Group 1999 - Present
Skills
Advertising, Copywriting, Online Advertising, Account Management, Media Planning, Client Services, Corporate Communications, Event Planning, Brand Management, Media Buying, Digital Media
Education
Drake University 2006 — 2012
Advertising-Account Management, Advertising
Sara Netolicky's Principal Financial Group Experience 1998 - 2002
Job Vice President and General Counsel at ACT, Inc.
Industry Law Practice
Experience
ACT, Inc. 2002 - Present
Principal Financial Group 1998 - 2002
Stanley, Lande & Hunter 1996 - 1998
State of Iowa 1995 - 1996
Skills
Legal Compliance, Legal Research, Intellectual Property, Legal Writing, Litigation, Corporate Governance, Licensing, Contract Negotiation, Trademarks, Commercial Litigation, Copyright Law, Higher Education, Privacy Law, Legal Advice, Mergers & Acquisitions
Education
Drake University 1992 — 1995
Doctor of Law (J.D.)
University of Iowa 1988 — 1992
Bachelor of Business Administration (B.B.A.), Finance, General
ACT, Inc. 2002 - Present
Principal Financial Group 1998 - 2002
Stanley, Lande & Hunter 1996 - 1998
State of Iowa 1995 - 1996
Skills
Legal Compliance, Legal Research, Intellectual Property, Legal Writing, Litigation, Corporate Governance, Licensing, Contract Negotiation, Trademarks, Commercial Litigation, Copyright Law, Higher Education, Privacy Law, Legal Advice, Mergers & Acquisitions
Education
Drake University 1992 — 1995
Doctor of Law (J.D.)
University of Iowa 1988 — 1992
Bachelor of Business Administration (B.B.A.), Finance, General
Carole Hunt's Principal Financial Group Experience August 1997 - November 2000
Job Compliance Manager, Allianz Life Insurance Company of North America
Industry Financial Services
Experience
Eagle Life Insurance Company/American Equity Investment Life Insurance November 2011 - January 2015
Farm Bureau Financial Services November 2002 - November 2011
Princor Financial Services Corporation November 2000 - November 2002
Principal Financial Group August 1997 - November 2000
Rosenberg Law Firm 1996 - 1997
Skills
Anti Money Laundering, FINRA, AML, SEC, Insurance, Broker-Dealer, Securities Regulation, Securities, Mutual Funds, Financial Services, Fixed Annuities, Variable Annuities, Series 7, Indexed Annuities, Complaint Investigations, Legal Writing, Investments, Compliance, Legal Research, Research, Legal Compliance, Procedure Manuals, Project Planning, Leadership, Management, Risk Management
Education
Drake University Law School 1993 — 1995
Doctor of Law (JD)
Ohio University 1987 — 1989
Bachelor of Science (BS)
Eagle Life Insurance Company/American Equity Investment Life Insurance November 2011 - January 2015
Farm Bureau Financial Services November 2002 - November 2011
Princor Financial Services Corporation November 2000 - November 2002
Principal Financial Group August 1997 - November 2000
Rosenberg Law Firm 1996 - 1997
Skills
Anti Money Laundering, FINRA, AML, SEC, Insurance, Broker-Dealer, Securities Regulation, Securities, Mutual Funds, Financial Services, Fixed Annuities, Variable Annuities, Series 7, Indexed Annuities, Complaint Investigations, Legal Writing, Investments, Compliance, Legal Research, Research, Legal Compliance, Procedure Manuals, Project Planning, Leadership, Management, Risk Management
Education
Drake University Law School 1993 — 1995
Doctor of Law (JD)
Ohio University 1987 — 1989
Bachelor of Science (BS)
Sherri Berch's Principal Financial Group Experience August 2005 - March 2011
Job Finance Manager
Industry Financial Services
Experience
ING Financial Partners March 2011 - June 2013
Principal Financial Group August 2005 - March 2011
Wells Fargo March 2003 - August 2005
Skills
Analytical Capability, Team Leadership, Building Effective..., Financial Risk..., Dependable Team Player, Business Process..., Innovative
Education
Drake University 1992 — 1998
Bachelor of Science (BS), Accounting
ING Financial Partners March 2011 - June 2013
Principal Financial Group August 2005 - March 2011
Wells Fargo March 2003 - August 2005
Skills
Analytical Capability, Team Leadership, Building Effective..., Financial Risk..., Dependable Team Player, Business Process..., Innovative
Education
Drake University 1992 — 1998
Bachelor of Science (BS), Accounting
Sheryl McAtee's Principal Financial Group Experience April 2014 - Present
Job Marketing Communications Consultant at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group April 2014 - Present
Principal Financial Group 2014 - Present
Principal Financial Group March 2012 - April 2014
Skills
Marketing Communications, Management, Leadership, Project Management, Marketing Strategy, Social Media, Strategy, Public Speaking, Microsoft Office, Public Relations, Social Media Marketing, Event Planning, Business Development, Budgets, PowerPoint
Education
Drake University
Master of Arts degree, Journalism & Mass Communications
Iowa State University
Bachelor of Science (B.S.), Journalism
Principal Financial Group April 2014 - Present
Principal Financial Group 2014 - Present
Principal Financial Group March 2012 - April 2014
Skills
Marketing Communications, Management, Leadership, Project Management, Marketing Strategy, Social Media, Strategy, Public Speaking, Microsoft Office, Public Relations, Social Media Marketing, Event Planning, Business Development, Budgets, PowerPoint
Education
Drake University
Master of Arts degree, Journalism & Mass Communications
Iowa State University
Bachelor of Science (B.S.), Journalism
Sherry Morrow's Principal Financial Group Experience June 1982 - August 2000
Job
Industry Computer Software
Experience
John Deere Credit September 2000 - September 2004
Principal Financial Group June 1982 - August 2000
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets
Education
Drake University 1978 — 1982
Bachelor of Science (BS), Computer and Information Sciences, General
drake university
Bachelor of Science (BS), Computer Information Systems
John Deere Credit September 2000 - September 2004
Principal Financial Group June 1982 - August 2000
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets
Education
Drake University 1978 — 1982
Bachelor of Science (BS), Computer and Information Sciences, General
drake university
Bachelor of Science (BS), Computer Information Systems
The Principal Financial Group
BTG Pactual
HuaTai Securities Co.,Ltd.
Guosen Securities
PFG
Principal Financial
Principle
Fubon Financial Holdings