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
Marilee Hudon Marilee Hudon's Principal Financial Group Experience 2000 - 2004
Job Writer in residence, Hudon home.
Industry Writing and Editing
Experience
Lupus Foundation of America, Inc. 2000 - Present
Home September 1991 - Present
Lupus Foundation of America, Inc. 2002 - 2006
Principal Financial Group 2000 - 2004
MCI Corporation 1992 - 1998
Skills
Creative Writing, Poetry, Microsoft Word, Word Processing, Workshop Facilitation, Event Planning, Community Outreach, Fundraising, Non-profits, Technical Writing, HTML scripting, QuickBooks, E-mailers, Blogging
Education
Whitworth University 1986 — 1989
English
Eastern Washington University
English - creative writing
Lupus Foundation of America, Inc. 2000 - Present
Home September 1991 - Present
Lupus Foundation of America, Inc. 2002 - 2006
Principal Financial Group 2000 - 2004
MCI Corporation 1992 - 1998
Skills
Creative Writing, Poetry, Microsoft Word, Word Processing, Workshop Facilitation, Event Planning, Community Outreach, Fundraising, Non-profits, Technical Writing, HTML scripting, QuickBooks, E-mailers, Blogging
Education
Whitworth University 1986 — 1989
English
Eastern Washington University
English - creative writing
Laraine Davis Laraine Davis's Principal Financial Group Experience September 1999 - May 2011
Job Retired
Industry Photography
Experience
Principal Financial Group September 1999 - May 2011
Education
Ellsworth Community College
Business
Principal Financial Group September 1999 - May 2011
Education
Ellsworth Community College
Business
Ryan Poff Ryan Poff's Principal Financial Group Experience March 2012 - December 2012
Job Associate System Analyst at Charles River Development
Industry Information Technology and Services
Experience
Charles River Development February 2014 - Present
Tele-Optics, Inc. September 2013 - February 2014
Principal Financial Group March 2012 - December 2012
Northrop Grumman Corporation May 2010 - March 2012
Skills
Technical Support, Active Directory, Microsoft Exchange, Networking, Network Administration, Windows 7, Troubleshooting, Computer Hardware, Windows Server, Incident Management, Citrix, Blackberry, ITIL, VMware, Service Desk, Service Delivery, IT Service Management, Business Analysis, Android, Call Centers, SCCM, SCSM, AS400 Administration, Solarwinds, Mac OS, iOS, OSI Model, Windows Phone, Security, Help Desk Support, R, Peachtree, Minitab, SASS, Regression Testing, Accounts Receivable, Financial Analysis, Econometrics, Economic Research, US GAAP, Microsoft Excel, QuickBooks
Education
East Tennessee State University 2004 — 2010
Bachelor of Arts (B.A.), Economics
Sullivan Central High School 2000 — 2004
High School, High School/Secondary Diplomas and Certificates
Charles River Development February 2014 - Present
Tele-Optics, Inc. September 2013 - February 2014
Principal Financial Group March 2012 - December 2012
Northrop Grumman Corporation May 2010 - March 2012
Skills
Technical Support, Active Directory, Microsoft Exchange, Networking, Network Administration, Windows 7, Troubleshooting, Computer Hardware, Windows Server, Incident Management, Citrix, Blackberry, ITIL, VMware, Service Desk, Service Delivery, IT Service Management, Business Analysis, Android, Call Centers, SCCM, SCSM, AS400 Administration, Solarwinds, Mac OS, iOS, OSI Model, Windows Phone, Security, Help Desk Support, R, Peachtree, Minitab, SASS, Regression Testing, Accounts Receivable, Financial Analysis, Econometrics, Economic Research, US GAAP, Microsoft Excel, QuickBooks
Education
East Tennessee State University 2004 — 2010
Bachelor of Arts (B.A.), Economics
Sullivan Central High School 2000 — 2004
High School, High School/Secondary Diplomas and Certificates
Laura Shonkwiler's Principal Financial Group Experience February 2012 - March 2013
Job Executive Assistant | Travel Management | Office Manager | Event Planning
Industry Executive Office
Experience
The Legend Group 2013 - 2014
Principal Financial Group February 2012 - March 2013
Dex One March 2010 - July 2011
Romanov Consulting Inc. May 2007 - December 2008
AuthenTec, Inc October 1998 - May 2007
Skills
Executive Calendar..., Outlook, Travel Management, Expense Management, Microsoft Office, Office 2010, Microsoft Office 2007, Microsoft Word, Microsoft Excel, PowerPoint, Event Planning, Human Resources, Time Management, Customer Service, File Management, Recruiting, Administrative..., Leadership, Software Documentation, Management, Analysis, Vendor Management..., Interviews, Data Entry, Mac, Office Management, SharePoint, Administrative..., Vendor Management
Education
Eastern Florida State College
Associate's Degree
The Legend Group 2013 - 2014
Principal Financial Group February 2012 - March 2013
Dex One March 2010 - July 2011
Romanov Consulting Inc. May 2007 - December 2008
AuthenTec, Inc October 1998 - May 2007
Skills
Executive Calendar..., Outlook, Travel Management, Expense Management, Microsoft Office, Office 2010, Microsoft Office 2007, Microsoft Word, Microsoft Excel, PowerPoint, Event Planning, Human Resources, Time Management, Customer Service, File Management, Recruiting, Administrative..., Leadership, Software Documentation, Management, Analysis, Vendor Management..., Interviews, Data Entry, Mac, Office Management, SharePoint, Administrative..., Vendor Management
Education
Eastern Florida State College
Associate's Degree
Jessica Hutchison's Principal Financial Group Experience July 2005 - March 2007
Job Sales Executive at UPMC Health Plan
Industry Insurance
Experience
UPMC Health Plan October 2007 - Present
One America March 2007 - September 2007
Principal Financial Group July 2005 - March 2007
UPMC Health Plan December 2003 - July 2005
UPMC Health Plan October 2001 - December 2003
Skills
Employee Benefits, Insurance, Health Insurance, Disability Insurance, Managed Care, Brokers, Commercial Insurance, Cold Calling, Life Insurance, New Business Development, Sales, Salesforce.com
Education
Duquesne University 1997 — 2001
BA, Communications
UPMC Health Plan October 2007 - Present
One America March 2007 - September 2007
Principal Financial Group July 2005 - March 2007
UPMC Health Plan December 2003 - July 2005
UPMC Health Plan October 2001 - December 2003
Skills
Employee Benefits, Insurance, Health Insurance, Disability Insurance, Managed Care, Brokers, Commercial Insurance, Cold Calling, Life Insurance, New Business Development, Sales, Salesforce.com
Education
Duquesne University 1997 — 2001
BA, Communications
Enrique Corretjer's Principal Financial Group Experience February 2008 - Present
Job Individual Investor Specialist II at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group February 2008 - Present
Libertarian Party of Nebraska April 2011 - September 2013
Village of Greeley August 2009 - November 2011
Rent-A-Center September 2004 - February 2008
Papa Murphy's International October 2002 - September 2004
Skills
Operations Management, Retail Sales, Politics, Strategic Financial..., Customer Service, Customer Oriented, Staff Supervision, Customer Retention, High Organizational..., Customer Satisfaction, Investment Advisory, Blogger, Mentoring Of Staff, Supervisory Skills, Christian Education, Training, Insurance
Education
Eastern Nazarene College 1999 — 2000
None, Secondary Education and Teaching
Principal Financial Group February 2008 - Present
Libertarian Party of Nebraska April 2011 - September 2013
Village of Greeley August 2009 - November 2011
Rent-A-Center September 2004 - February 2008
Papa Murphy's International October 2002 - September 2004
Skills
Operations Management, Retail Sales, Politics, Strategic Financial..., Customer Service, Customer Oriented, Staff Supervision, Customer Retention, High Organizational..., Customer Satisfaction, Investment Advisory, Blogger, Mentoring Of Staff, Supervisory Skills, Christian Education, Training, Insurance
Education
Eastern Nazarene College 1999 — 2000
None, Secondary Education and Teaching
Jennifer Hatcher's Principal Financial Group Experience January 2007 - Present
Job Assistant Manager Client Services at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group January 2007 - Present
Principal Financial Group 2004 - 2006
Principal Financial Group 1998 - 2004
Skills
Retirement, 401k, Administration, Microsoft Office, Series 7, Customer Service, Employee Management, Coaching, Pensions, Series 63, Defined Benefit, Series 6, Asset Allocation
Education
Eastern Washington University
Whitworth University
Principal Financial Group January 2007 - Present
Principal Financial Group 2004 - 2006
Principal Financial Group 1998 - 2004
Skills
Retirement, 401k, Administration, Microsoft Office, Series 7, Customer Service, Employee Management, Coaching, Pensions, Series 63, Defined Benefit, Series 6, Asset Allocation
Education
Eastern Washington University
Whitworth University
Danny McCarville Danny McCarville's Principal Financial Group Experience April 2010 - November 2010
Job RealTime Power Trader at Shell Energy
Industry Oil & Energy
Experience
Shell October 2014 - Present
Shell Trading December 2010 - October 2014
Principal Financial Group April 2010 - November 2010
Merrill Lynch January 2009 - March 2009
Skills
Customer Service, Customer Relations, Microsoft Excel, Energy, Natural Gas, Microsoft Word, Contract Management, Analysis, Trading, Risk Management
Education
Eastern Washington University 2005 — 2009
Bachelor of Arts (BA), in Finance; Minor: Economics & Communications
Shell October 2014 - Present
Shell Trading December 2010 - October 2014
Principal Financial Group April 2010 - November 2010
Merrill Lynch January 2009 - March 2009
Skills
Customer Service, Customer Relations, Microsoft Excel, Energy, Natural Gas, Microsoft Word, Contract Management, Analysis, Trading, Risk Management
Education
Eastern Washington University 2005 — 2009
Bachelor of Arts (BA), in Finance; Minor: Economics & Communications
Veronica Bains's Principal Financial Group Experience March 2013 - March 2014
Job Tax Associate at Clark Nuber
Industry Financial Services
Experience
Clark Nuber June 2014 - Present
Principal Financial Group March 2013 - March 2014
Principal Financial Group March 2009 - March 2013
Principal Financial Group November 2006 - March 2009
Skills
Pensions, Accounting, Economics, Microsoft Excel, Running, Microsoft Office
Education
Eastern Washington University 2010 — 2013
Bachelor of Business Administration (BBA), Professional Accounting and Professional Business Economics, 3.9
Spokane Community College
Associate of Arts (AA), General Studies
Clark Nuber June 2014 - Present
Principal Financial Group March 2013 - March 2014
Principal Financial Group March 2009 - March 2013
Principal Financial Group November 2006 - March 2009
Skills
Pensions, Accounting, Economics, Microsoft Excel, Running, Microsoft Office
Education
Eastern Washington University 2010 — 2013
Bachelor of Business Administration (BBA), Professional Accounting and Professional Business Economics, 3.9
Spokane Community College
Associate of Arts (AA), General Studies
Tyler Pohlmeier Tyler Pohlmeier's Principal Financial Group Experience September 2012 - December 2012
Job Attorney
Industry
Experience
Nationwide Insurance June 2014 - Present
ACLU of Iowa May 2013 - December 2013
LaMarca & Landry Law Firm January 2013 - April 2013
Principal Financial Group September 2012 - December 2012
Polk County Housing Trust Fund May 2012 - September 2012
Iowa Democratic Party May 2011 - August 2011
Skills
Research, Affordable Housing, Nonprofits, Public Policy, Policy Analysis, Policy, Community Development, Politics, Government, Legal Writing, Legal Research, Political Campaigns, Legislative Relations
Education
Drake University Law School 2011 — 2013
Doctor of Law (JD), Law, 3.35/4.0 GPA
Iowa State University 2007 — 2011
Bachelor of Arts (BA), Political Science and Government, 3.41/4.0 GPA
Nationwide Insurance June 2014 - Present
ACLU of Iowa May 2013 - December 2013
LaMarca & Landry Law Firm January 2013 - April 2013
Principal Financial Group September 2012 - December 2012
Polk County Housing Trust Fund May 2012 - September 2012
Iowa Democratic Party May 2011 - August 2011
Skills
Research, Affordable Housing, Nonprofits, Public Policy, Policy Analysis, Policy, Community Development, Politics, Government, Legal Writing, Legal Research, Political Campaigns, Legislative Relations
Education
Drake University Law School 2011 — 2013
Doctor of Law (JD), Law, 3.35/4.0 GPA
Iowa State University 2007 — 2011
Bachelor of Arts (BA), Political Science and Government, 3.41/4.0 GPA
Kevin Dunphy, ALHC Kevin Dunphy, ALHC's Principal Financial Group Experience January 1989 - December 2011
Job Claim Management at Combined Insurance
Industry Insurance
Experience
Combined Insurance January 2012 - Present
Principal Financial Group January 1989 - December 2011
Skills
Claims Management, HVAC, Disability Insurance, Accident, Claim, Underwriting, Property & Casualty..., Reinsurance, Brokers, Life Insurance, Risk Management, Leadership, Customer Service, Term Life Insurance, Management, Medicare
Education
Eastern Illinois University 1982 — 1986
Bachelor of Arts (B.A.), Economics and Business Administration
Waubonsee Community College 2006 — 2009
Certification, HVAC
Combined Insurance January 2012 - Present
Principal Financial Group January 1989 - December 2011
Skills
Claims Management, HVAC, Disability Insurance, Accident, Claim, Underwriting, Property & Casualty..., Reinsurance, Brokers, Life Insurance, Risk Management, Leadership, Customer Service, Term Life Insurance, Management, Medicare
Education
Eastern Illinois University 1982 — 1986
Bachelor of Arts (B.A.), Economics and Business Administration
Waubonsee Community College 2006 — 2009
Certification, HVAC
Daryl Durell's Principal Financial Group Experience June 2005 - December 2006
Job Marketing Representative
Industry Financial Services
Experience
Brokerage Unlimited, Inc. May 2015 - Present
Pension & Retirement Services May 2014 - May 2015
The Bank of Edwardsville April 2013 - May 2014
The Standard December 2007 - April 2013
Lincoln Financial Distributors January 2007 - December 2007
Principal Financial Group June 2005 - December 2006
Skills
Retirement Plan..., 401k, Retirement, Mutual Funds, Series 7, Investment Advisory, Qualified Retirement..., IRAs, Retirement Planning, Defined Contribution, Profit Sharing, Defined Benefit, Series 63, Series 65, Series 6, Pensions, Investments
Education
Eastern Illinois University 1985 — 1989
Bachelor's degree, Economics
Brokerage Unlimited, Inc. May 2015 - Present
Pension & Retirement Services May 2014 - May 2015
The Bank of Edwardsville April 2013 - May 2014
The Standard December 2007 - April 2013
Lincoln Financial Distributors January 2007 - December 2007
Principal Financial Group June 2005 - December 2006
Skills
Retirement Plan..., 401k, Retirement, Mutual Funds, Series 7, Investment Advisory, Qualified Retirement..., IRAs, Retirement Planning, Defined Contribution, Profit Sharing, Defined Benefit, Series 63, Series 65, Series 6, Pensions, Investments
Education
Eastern Illinois University 1985 — 1989
Bachelor's degree, Economics
Anastasia Pechenkina Anastasia Pechenkina's Principal Financial Group Experience February 2011 - Present
Job Sales and Service Specialist at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group February 2011 - Present
Aging and Disability Services of King County July 2009 - December 2010
Conover Capital Management March 2010 - September 2010
Seattle Pacific University August 2008 - September 2009
Skills
Data Entry, Human Resources, Investments
Education
Seattle Pacific University 2008 — 2010
Bachelor of Arts Degree, Business Administration, Finance Concentration; Management Information Systems
Edmonds Community College 2006 — 2008
Associate of Art
Principal Financial Group February 2011 - Present
Aging and Disability Services of King County July 2009 - December 2010
Conover Capital Management March 2010 - September 2010
Seattle Pacific University August 2008 - September 2009
Skills
Data Entry, Human Resources, Investments
Education
Seattle Pacific University 2008 — 2010
Bachelor of Arts Degree, Business Administration, Finance Concentration; Management Information Systems
Edmonds Community College 2006 — 2008
Associate of Art
Angela Dubay's Principal Financial Group Experience September 2002 - April 2005
Job Insurance Professional with experience in sales, projects, and events
Industry Insurance
Experience
Delta Dental of Washington April 2014 - Present
Cambia Health Solutions December 2007 - February 2014
Eastern Washington University October 2006 - December 2007
KXLY Broadcast Group July 2005 - October 2006
Principal Financial Group September 2002 - April 2005
Washington State University August 2000 - May 2002
Skills
Health Insurance, Teaching, Inside Sales, Media Relations, Wellness Programs, Public Relations, Dental, Sales, Disability Insurance, Brokers, Insurance, Event Planning, Employee Benefits, Customer Service, Account Management, Leadership, Life Insurance, Marketing, Healthcare
Education
Washington State University 2000 — 2002
Master of Arts, Communications
Eastern Washington University 1998 — 1999
Bachelor of Arts, Journalism
Lewis & Clark 1992 — 1996
Diploma, Liberal Arts
Delta Dental of Washington April 2014 - Present
Cambia Health Solutions December 2007 - February 2014
Eastern Washington University October 2006 - December 2007
KXLY Broadcast Group July 2005 - October 2006
Principal Financial Group September 2002 - April 2005
Washington State University August 2000 - May 2002
Skills
Health Insurance, Teaching, Inside Sales, Media Relations, Wellness Programs, Public Relations, Dental, Sales, Disability Insurance, Brokers, Insurance, Event Planning, Employee Benefits, Customer Service, Account Management, Leadership, Life Insurance, Marketing, Healthcare
Education
Washington State University 2000 — 2002
Master of Arts, Communications
Eastern Washington University 1998 — 1999
Bachelor of Arts, Journalism
Lewis & Clark 1992 — 1996
Diploma, Liberal Arts
Kelly Guncheon, CFP®, ChFC®, CRPS Kelly Guncheon, CFP®, ChFC®, CRPS's Principal Financial Group Experience April 2006 - April 2009
Job Independent CERTIFIED FINANCIAL PLANNER™ specializing in 401k/403b plans & planning, & socially responsible investments
Industry Financial Services
Experience
Guncheon Financial, LLC June 2010 - Present
Bearence Management Group April 2009 - April 2010
Principal Financial Group April 2006 - April 2009
Minnesota Funeral Directors Association June 1998 - October 2005
California Primary Care Consortium April 1995 - May 1998
California Medical Association July 1984 - April 1995
California Medical Assn. 1984 - 1994
American Hospital Association February 1979 - June 1984
Skills
Retirement, Estate Planning, Insurance, Employee Benefits, Management, Disability Insurance, Risk Management, Public Speaking, Small Business, Term Life Insurance, Long-term Care, Social Security, Long Term Care, Securities, Finance, 401k, Retirement Planning, Portfolio Management, Entrepreneurship, Customer Service
Education
Elmhurst College 1977 — 1979
B.A. English, English Education
Fenwick 1969 — 1973
St. Edmund 1963 — 1969
Guncheon Financial, LLC June 2010 - Present
Bearence Management Group April 2009 - April 2010
Principal Financial Group April 2006 - April 2009
Minnesota Funeral Directors Association June 1998 - October 2005
California Primary Care Consortium April 1995 - May 1998
California Medical Association July 1984 - April 1995
California Medical Assn. 1984 - 1994
American Hospital Association February 1979 - June 1984
Skills
Retirement, Estate Planning, Insurance, Employee Benefits, Management, Disability Insurance, Risk Management, Public Speaking, Small Business, Term Life Insurance, Long-term Care, Social Security, Long Term Care, Securities, Finance, 401k, Retirement Planning, Portfolio Management, Entrepreneurship, Customer Service
Education
Elmhurst College 1977 — 1979
B.A. English, English Education
Fenwick 1969 — 1973
St. Edmund 1963 — 1969
Lauren Stout, CPA Lauren Stout, CPA's Principal Financial Group Experience May 2011 - May 2012
Job Senior Auditor at Cotton & Company LLP
Industry Accounting
Experience
Cotton & Company LLP September 2013 - Present
Tripps Restaurant August 2008 - July 2012
Principal Financial Group May 2011 - May 2012
Skills
Financial Analysis, Accounting, Microsoft Excel, Access, Finance, Microsoft Word, Outlook, Spreadsheets
Education
East Carolina University 2012 — 2013
Masters of Science, Accounting
North Carolina State University 2008 — 2012
B.S, Accounting
North Carolina State University 2008 — 2012
Bachelor of Science (BS), Accounting
North Carolina State University - College of Management 2008 — 2012
Cotton & Company LLP September 2013 - Present
Tripps Restaurant August 2008 - July 2012
Principal Financial Group May 2011 - May 2012
Skills
Financial Analysis, Accounting, Microsoft Excel, Access, Finance, Microsoft Word, Outlook, Spreadsheets
Education
East Carolina University 2012 — 2013
Masters of Science, Accounting
North Carolina State University 2008 — 2012
B.S, Accounting
North Carolina State University 2008 — 2012
Bachelor of Science (BS), Accounting
North Carolina State University - College of Management 2008 — 2012
Vicky Strom Vicky Strom's Principal Financial Group Experience 1993 - Present
Job Data Manager/Registrar at Gilbert Community Schools
Industry Financial Services
Experience
Gilbert Community Schools July 2013 - Present
Principal Financial Group 1993 - Present
Skills
Database Administration, Hands-on Training, Instructor-led Training, Quality Center, SDLC, Quality Assurance, Business Requirements, Waterfall, Software Quality..., System Testing, Test Planning, User Acceptance Testing, Test Cases, Regression Testing
Education
Elmhurst College
Bachelor of Business Administration (BBA)
Gilbert Community Schools July 2013 - Present
Principal Financial Group 1993 - Present
Skills
Database Administration, Hands-on Training, Instructor-led Training, Quality Center, SDLC, Quality Assurance, Business Requirements, Waterfall, Software Quality..., System Testing, Test Planning, User Acceptance Testing, Test Cases, Regression Testing
Education
Elmhurst College
Bachelor of Business Administration (BBA)
Jessica Bishop Fisher Jessica Bishop Fisher's Principal Financial Group Experience August 2000 - August 2007
Job CEO, CFO, President & Grunt at Jess Marie Services
Industry Consumer Services
Experience
Jess Marie Services April 2009 - Present
Rumor Mill Grill 2008 - 2010
Principal Financial Group August 2000 - August 2007
Education
Ellsworth Community College 1998 — 2000
Associate of Science (A.S.), Equine Management
Jess Marie Services April 2009 - Present
Rumor Mill Grill 2008 - 2010
Principal Financial Group August 2000 - August 2007
Education
Ellsworth Community College 1998 — 2000
Associate of Science (A.S.), Equine Management
Tammy Verbrugge Tammy Verbrugge's Principal Financial Group Experience 1998 - 2005
Job Independent Human Resource Consultant at HR Approach
Industry Human Resources
Experience
HR Approach March 2008 - Present
HR Systems, Inc. June 2007 - March 2008
EFCO Corp. 2003 - 2007
Principal Financial Group 1998 - 2005
Skills
Employee Benefits, Performance Management, Human Resources, Employee Relations, Recruiting, Benefits Administration, Training, New Hire Orientations, Leadership, Coaching, Hiring, Policy, Management, Employee Handbooks, Deferred Compensation, Employee Training, Interviews, Talent Management, Labor Relations, Talent Acquisition, Succession Planning, Leadership Development, Budgets
Education
Drake University Law School
Masters of Business Administration, Business
HR Approach March 2008 - Present
HR Systems, Inc. June 2007 - March 2008
EFCO Corp. 2003 - 2007
Principal Financial Group 1998 - 2005
Skills
Employee Benefits, Performance Management, Human Resources, Employee Relations, Recruiting, Benefits Administration, Training, New Hire Orientations, Leadership, Coaching, Hiring, Policy, Management, Employee Handbooks, Deferred Compensation, Employee Training, Interviews, Talent Management, Labor Relations, Talent Acquisition, Succession Planning, Leadership Development, Budgets
Education
Drake University Law School
Masters of Business Administration, Business
Jeffrey Farnell's Principal Financial Group Experience October 2001 - February 2003
Job Regional Vice President, Sales (QPFC) Voya Financial Partners, LLC
Industry Financial Services
Experience
Voya Financial Partners, LLC September 2014 - Present
ING Financial Advisers, LLC January 2013 - August 2014
ING Financial Advisers, LLC March 2009 - December 2012
Fidelity Investments February 2003 - November 2008
Principal Financial Group October 2001 - February 2003
Putnam Investments 1999 - 2000
Skills
Series 63, Series 7, Mutual Funds, Retirement Planning, 401k, Series 6, Investments, Retirement, IRAs
Education
Eastern Nazarene College 1995 — 1998
BS, Business Administration
Massachusetts College of Liberal Arts 1988 — 1994
Voya Financial Partners, LLC September 2014 - Present
ING Financial Advisers, LLC January 2013 - August 2014
ING Financial Advisers, LLC March 2009 - December 2012
Fidelity Investments February 2003 - November 2008
Principal Financial Group October 2001 - February 2003
Putnam Investments 1999 - 2000
Skills
Series 63, Series 7, Mutual Funds, Retirement Planning, 401k, Series 6, Investments, Retirement, IRAs
Education
Eastern Nazarene College 1995 — 1998
BS, Business Administration
Massachusetts College of Liberal Arts 1988 — 1994
Kendra Campbell, J.D. Kendra Campbell, J.D.'s Principal Financial Group Experience May 2007 - May 2008
Job Account Executive Law Schools at LexisNexis
Industry Legal Services
Experience
LexisNexis September 2008 - Present
Drake Law School Middleton Center for Children's Rights January 2008 - May 2008
Principal Financial Group May 2007 - May 2008
Iowa Foundation for Medical Care July 2002 - December 2005
Skills
LexisNexis, Customer Service, Leadership, Public Speaking, Management, Legal Research, Legal Writing, Team Leadership, Training, Marketing, Contract Negotiation, Analysis, Microsoft Office, Insurance, Lexis, Strategic Planning, Process Improvement, Project Management, Microsoft Excel, Business Analysis, Program Management, Visio, Team Building, PowerPoint, Budgets, Testing, Research, Social Media
Education
Drake University Law School 2005 — 2008
J.D.
University of Northern Iowa 1997 — 2002
B.S., Liberal Arts (Business, Social Sciences, Humanities & Fine Arts
LexisNexis September 2008 - Present
Drake Law School Middleton Center for Children's Rights January 2008 - May 2008
Principal Financial Group May 2007 - May 2008
Iowa Foundation for Medical Care July 2002 - December 2005
Skills
LexisNexis, Customer Service, Leadership, Public Speaking, Management, Legal Research, Legal Writing, Team Leadership, Training, Marketing, Contract Negotiation, Analysis, Microsoft Office, Insurance, Lexis, Strategic Planning, Process Improvement, Project Management, Microsoft Excel, Business Analysis, Program Management, Visio, Team Building, PowerPoint, Budgets, Testing, Research, Social Media
Education
Drake University Law School 2005 — 2008
J.D.
University of Northern Iowa 1997 — 2002
B.S., Liberal Arts (Business, Social Sciences, Humanities & Fine Arts
Bill Pruett Bill Pruett's Principal Financial Group Experience July 2011 - Present
Job Financial Services Rep at Principal Global Investors
Industry Investment Management
Experience
Principal Financial Group July 2011 - Present
Edward Jones November 2009 - June 2011
WAMU/Chase February 2005 - October 2010
Central Credit Union of Illinois April 1999 - February 2005
Skills
Employee Group Benefits, Qualified Retirement..., Exit Planning, Business Protection, Key Employee Benefits, Wealth Transfer, Income Protection, Investments, Insurance, Retirement Planning, Fixed Annuities, Wealth, Profit Sharing
Education
Eastern Illinois University
Bachelor of Arts (B.A.), Economics
Principal Financial Group July 2011 - Present
Edward Jones November 2009 - June 2011
WAMU/Chase February 2005 - October 2010
Central Credit Union of Illinois April 1999 - February 2005
Skills
Employee Group Benefits, Qualified Retirement..., Exit Planning, Business Protection, Key Employee Benefits, Wealth Transfer, Income Protection, Investments, Insurance, Retirement Planning, Fixed Annuities, Wealth, Profit Sharing
Education
Eastern Illinois University
Bachelor of Arts (B.A.), Economics
Shawn Phillips Shawn Phillips's Principal Financial Group Experience 2008 - 2008
Job Agent State Farm Insurance
Industry Insurance
Experience
State Farm Insurance October 2008 - Present
D-Meatbarrel BBQ May 2010 - Present
Principal Financial Group 2008 - 2008
Decision One Mortgage October 1988 - December 2007
Skills
Property & Casualty..., Insurance, Disability Insurance, Life Insurance, Term Life Insurance, Casualty, Health Insurance, Workers Compensation, Long Term Care Insurance, Fixed Annuities, Commercial Insurance, Retirement, General Insurance, Retirement Planning, Employee Benefits, Small Business, 401k, Mortgage Lending, Long-term Care, Sales Management, Risk Management, IRAs, Universal Life, Whole Life, Casualty Insurance
Education
Eastern Washington University 1983 — 1987
Bachelor's degree, Finance and Economics
State Farm Insurance October 2008 - Present
D-Meatbarrel BBQ May 2010 - Present
Principal Financial Group 2008 - 2008
Decision One Mortgage October 1988 - December 2007
Skills
Property & Casualty..., Insurance, Disability Insurance, Life Insurance, Term Life Insurance, Casualty, Health Insurance, Workers Compensation, Long Term Care Insurance, Fixed Annuities, Commercial Insurance, Retirement, General Insurance, Retirement Planning, Employee Benefits, Small Business, 401k, Mortgage Lending, Long-term Care, Sales Management, Risk Management, IRAs, Universal Life, Whole Life, Casualty Insurance
Education
Eastern Washington University 1983 — 1987
Bachelor's degree, Finance and Economics
Patrick Bohnenkamp's Principal Financial Group Experience July 1999 - April 2002
Job Partner at Corporate Contracts, LLC.
Industry Management Consulting
Experience
Corporate Contracts, LLC. April 2002 - Present
Principal Financial Group July 1999 - April 2002
Skills
Negotiation, Contract Negotiation, Software Licensing, Strategic Sourcing, Contract Management
Education
Drake University Law School
Doctor of Law (J.D.), The Law
University of Nebraska-Lincoln
Bachelor of Science (B.S.), International Business
Corporate Contracts, LLC. April 2002 - Present
Principal Financial Group July 1999 - April 2002
Skills
Negotiation, Contract Negotiation, Software Licensing, Strategic Sourcing, Contract Management
Education
Drake University Law School
Doctor of Law (J.D.), The Law
University of Nebraska-Lincoln
Bachelor of Science (B.S.), International Business
Jennifer Harlacher's Principal Financial Group Experience 1991 - 1992
Job Media Planning, Buying & Account Service at HARMELIN MEDIA
Industry Marketing and Advertising
Experience
Harmelin Media 1993 - Present
Principal Financial Group 1991 - 1992
MetLife 1989 - 1991
Skills
Interactive Marketing, Advertising, Media Planning, Strategic Planning, Media Buying, Integrated Marketing, Digital Marketing, Digital Strategy, Digital Media, Online Advertising, Social Media, Email Marketing, Advertising Sales, New Business Development, Marketing Strategy, Marketing Communications, Management, Account Management, Marketing, Online Marketing, Direct Marketing, Mobile Marketing, Social Media Marketing
Education
Drexel University 1984 — 1989
BS, Business/marketing
Holy Spirit H.S. Absecon NJ 1980 — 1984
Harmelin Media 1993 - Present
Principal Financial Group 1991 - 1992
MetLife 1989 - 1991
Skills
Interactive Marketing, Advertising, Media Planning, Strategic Planning, Media Buying, Integrated Marketing, Digital Marketing, Digital Strategy, Digital Media, Online Advertising, Social Media, Email Marketing, Advertising Sales, New Business Development, Marketing Strategy, Marketing Communications, Management, Account Management, Marketing, Online Marketing, Direct Marketing, Mobile Marketing, Social Media Marketing
Education
Drexel University 1984 — 1989
BS, Business/marketing
Holy Spirit H.S. Absecon NJ 1980 — 1984
Julia A. Ofenbakh Julia A. Ofenbakh's Principal Financial Group Experience May 2008 - May 2009
Job Member at Ofenbakh Law Firm
Industry Law Practice
Experience
Ofenbakh Law Firm, PLLC October 2009 - Present
Home Care with Love, Inc. March 2002 - Present
Principal Financial Group May 2008 - May 2009
Drake Legal Clinic August 2008 - December 2008
Department of Natural Resources July 2007 - May 2008
Protocol Driven Healthcare, Inc. November 1999 - May 2006
Skills
Legal Research, Commercial Litigation, Litigation, Civil Litigation, Legal Writing, Appeals, Corporate Law, Estate Planning, Mediation, Licensing, Contract Negotiation, Intellectual Property, Arbitration, Insurance, Incorporation, Russian, Trials, Criminal Law, Family Law, Trademarks, Small Business, Public Speaking, Management, Courts
Education
Drake University Law School 2006 — 2009
JD/MBA
Kean University 1995 — 2000
BS
Ofenbakh Law Firm, PLLC October 2009 - Present
Home Care with Love, Inc. March 2002 - Present
Principal Financial Group May 2008 - May 2009
Drake Legal Clinic August 2008 - December 2008
Department of Natural Resources July 2007 - May 2008
Protocol Driven Healthcare, Inc. November 1999 - May 2006
Skills
Legal Research, Commercial Litigation, Litigation, Civil Litigation, Legal Writing, Appeals, Corporate Law, Estate Planning, Mediation, Licensing, Contract Negotiation, Intellectual Property, Arbitration, Insurance, Incorporation, Russian, Trials, Criminal Law, Family Law, Trademarks, Small Business, Public Speaking, Management, Courts
Education
Drake University Law School 2006 — 2009
JD/MBA
Kean University 1995 — 2000
BS
Willie Everett Willie Everett's Principal Financial Group Experience 2013 - Present
Job Financial Services Representative, Princor Registerd Representative
Industry Financial Services
Experience
Principal Financial Group 2013 - Present
Greater Cleveland Avenue Christian Church 1998 - Present
SunTrust Bank January 2005 - September 2012
Wachovia Bank, N A January 1996 - January 2005
Ruby Tuesday August 1986 - January 1996
Sheraton Greenville Hotel January 1981 - August 1986
Skills
Life Insurance, Disability Insurance, Term Life Insurance, Qualified Retirement..., Mutual Funds, Small Business, Risk Management, College Education..., Finance
Education
East Carolina University
Bachelor of Arts (B.A.), Mathematics & French
Leadership Winston Salem
Principal Financial Group 2013 - Present
Greater Cleveland Avenue Christian Church 1998 - Present
SunTrust Bank January 2005 - September 2012
Wachovia Bank, N A January 1996 - January 2005
Ruby Tuesday August 1986 - January 1996
Sheraton Greenville Hotel January 1981 - August 1986
Skills
Life Insurance, Disability Insurance, Term Life Insurance, Qualified Retirement..., Mutual Funds, Small Business, Risk Management, College Education..., Finance
Education
East Carolina University
Bachelor of Arts (B.A.), Mathematics & French
Leadership Winston Salem
Scott Lord, CFP® Scott Lord, CFP®'s Principal Financial Group Experience December 2010 - Present
Job Managing Director at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group December 2010 - Present
New England Financial August 2009 - December 2010
The Benchmark Company July 2008 - August 2009
Oppenheimer & Co. September 1994 - June 2008
Skills
401k, Asset Allocation, Series 7, Series 63, Series 24, series 66, Income Protection, IRAs, Disability Insurance, Estate Planning, Pension plans, Survivor Income, Deferred Compensation, Long Term Care Insurance
Education
University of Scranton 1990 — 1994
BS, Accounting
Hofstra University 1995 — 1997
MBA, Finance
Duke University 2011 — 2012
Office of Continuing Studies, Executive Certificate in Financial Planning
Principal Financial Group December 2010 - Present
New England Financial August 2009 - December 2010
The Benchmark Company July 2008 - August 2009
Oppenheimer & Co. September 1994 - June 2008
Skills
401k, Asset Allocation, Series 7, Series 63, Series 24, series 66, Income Protection, IRAs, Disability Insurance, Estate Planning, Pension plans, Survivor Income, Deferred Compensation, Long Term Care Insurance
Education
University of Scranton 1990 — 1994
BS, Accounting
Hofstra University 1995 — 1997
MBA, Finance
Duke University 2011 — 2012
Office of Continuing Studies, Executive Certificate in Financial Planning
Scott Fremer Scott Fremer's Principal Financial Group Experience March 2005 - July 2008
Job Consultant at Comperio Retirement Consulting
Industry Financial Services
Experience
Comperio Retirement Consulting January 2010 - Present
Schneider Downs Wealth Management Advisors August 2008 - October 2009
Principal Financial Group March 2005 - July 2008
Wachovia, A Wells Fargo Company February 2002 - January 2005
New York Life Retirement Services July 2000 - October 2001
Fidelity Institutional Retirement Services Co. January 1995 - June 2000
MassMutual Financial Group April 1985 - January 1995
Skills
Business Development, Due Diligence, Investment Advisory, Leadership, Retirement Plan..., Retirement Planning, 401k, Defined Benefit
Education
Duquesne University 1979 — 1982
BS, Business Administration
Comperio Retirement Consulting January 2010 - Present
Schneider Downs Wealth Management Advisors August 2008 - October 2009
Principal Financial Group March 2005 - July 2008
Wachovia, A Wells Fargo Company February 2002 - January 2005
New York Life Retirement Services July 2000 - October 2001
Fidelity Institutional Retirement Services Co. January 1995 - June 2000
MassMutual Financial Group April 1985 - January 1995
Skills
Business Development, Due Diligence, Investment Advisory, Leadership, Retirement Plan..., Retirement Planning, 401k, Defined Benefit
Education
Duquesne University 1979 — 1982
BS, Business Administration
Chrystie Dickens's Principal Financial Group Experience April 2001 - January 2011
Job Manager Client Relations
Industry Financial Services
Experience
ClearPoint Financial January 2011 - October 2014
Principal Financial Group April 2001 - January 2011
Principal Financial Group April 2001 - March 2005
Skills
401k
Education
Eastern Washington University 1996 — 2001
ClearPoint Financial January 2011 - October 2014
Principal Financial Group April 2001 - January 2011
Principal Financial Group April 2001 - March 2005
Skills
401k
Education
Eastern Washington University 1996 — 2001
Chantay Williams, MPH, MBA Chantay Williams, MPH, MBA's Principal Financial Group Experience November 2004 - January 2008
Job Risk Reduction/Process Management/Healthcare Leadership/Operations Management & Analysis
Industry Hospital & Health Care
Experience
CIGNA October 2011 - Present
University of Phoenix August 2009 - January 2012
Principal Financial Group November 2004 - January 2008
Skills
Health Educator, Health Education, Adult Education, Program Development, Higher Education, Curriculum Development, Public Speaking, Leadership Development, Coaching, Public Health, Health Promotion, Healthcare, Teaching, Program Evaluation, Staff Development, Research, Community Outreach, Healthcare Management, Leadership, Training, Program Management, Policy
Education
Drexel University 2013 — 2016
Master of Science (M.S.), Project Management
The University of Dallas 2004 — 2006
Master's, Business Administration
University of Illinois Springfield 1999 — 2002
Master's, Public Health
Southern Illinois University, Carbondale 1995 — 1999
Bachelor's, Health Education
CIGNA October 2011 - Present
University of Phoenix August 2009 - January 2012
Principal Financial Group November 2004 - January 2008
Skills
Health Educator, Health Education, Adult Education, Program Development, Higher Education, Curriculum Development, Public Speaking, Leadership Development, Coaching, Public Health, Health Promotion, Healthcare, Teaching, Program Evaluation, Staff Development, Research, Community Outreach, Healthcare Management, Leadership, Training, Program Management, Policy
Education
Drexel University 2013 — 2016
Master of Science (M.S.), Project Management
The University of Dallas 2004 — 2006
Master's, Business Administration
University of Illinois Springfield 1999 — 2002
Master's, Public Health
Southern Illinois University, Carbondale 1995 — 1999
Bachelor's, Health Education
Stephanie Pike Stephanie Pike's Principal Financial Group Experience May 2008 - August 2009
Job Senior Auditor at Ernst & Young
Industry Financial Services
Experience
Ernst & Young May 2012 - Present
The London Company Investment Counsel June 2011 - August 2011
ARAMARK February 2010 - May 2010
Elon University - Department of Mathmatics August 2009 - December 2009
Principal Financial Group May 2008 - August 2009
Skills
Mandarin, PowerPoint, Management, Microsoft Excel, Financial Analysis
Education
Elon University 2008 — 2012
Bachelor of Science, Finance, Accounting
University of International Business and Economics 2010 — 2010
Needham Broughton High School
Ernst & Young May 2012 - Present
The London Company Investment Counsel June 2011 - August 2011
ARAMARK February 2010 - May 2010
Elon University - Department of Mathmatics August 2009 - December 2009
Principal Financial Group May 2008 - August 2009
Skills
Mandarin, PowerPoint, Management, Microsoft Excel, Financial Analysis
Education
Elon University 2008 — 2012
Bachelor of Science, Finance, Accounting
University of International Business and Economics 2010 — 2010
Needham Broughton High School
Brian Howarth Brian Howarth's Principal Financial Group Experience August 2013 - Present
Job Regional Retirement Specialist / Vice President of Sales for the Principal Financial Group / Princor Registered Rep
Industry Financial Services
Experience
Principal Financial Group August 2013 - Present
Principal Financial Group November 2009 - Present
Paychex June 2003 - November 2009
Paychex January 2000 - June 2003
Skills
401k, Defined Benefit, Retirement Planning, Lead Generation, CRM, Leadership, Recruiting, Retirement, Business Planning, Sales Management
Education
East Stroudsburg University of Pennsylvania 1993 — 1997
Bachelor Of Science, Economics / Management ( Dual Major) Graduated 3.4 GPA
Principal Financial Group August 2013 - Present
Principal Financial Group November 2009 - Present
Paychex June 2003 - November 2009
Paychex January 2000 - June 2003
Skills
401k, Defined Benefit, Retirement Planning, Lead Generation, CRM, Leadership, Recruiting, Retirement, Business Planning, Sales Management
Education
East Stroudsburg University of Pennsylvania 1993 — 1997
Bachelor Of Science, Economics / Management ( Dual Major) Graduated 3.4 GPA
Scott Wallas Scott Wallas's Principal Financial Group Experience January 2014 - March 2014
Job Controller RSDC of Michigan
Industry Automotive
Experience
RSDC of Michigan May 2015 - Present
Brogan, Reed, VanGorder and Associates May 2014 - May 2015
Principal Financial Group January 2014 - March 2014
ETM Enterprises, Inc May 2007 - July 2013
Plante & Moran November 2005 - July 2007
Maner Costerisan June 2000 - November 2005
RSI Logistics August 1999 - June 2000
KPMG June 1998 - August 1999
Schneider Larche Haapla & Co. February 1996 - June 1998
Thompson and Bork November 1994 - February 1996
Skills
Auditing, Accounting, CPA, GAAP, US GAAP, Internal Controls, Financial Reporting, Tax, Assurance, Tax Preparation, Financial Accounting, Corporate Tax, Compilation, Financial Analysis, Internal Audit, Income Tax, Partnership Taxation, Cost Accounting
Education
Eastern Michigan University 1989 — 1994
BBA, Accounting
RSDC of Michigan May 2015 - Present
Brogan, Reed, VanGorder and Associates May 2014 - May 2015
Principal Financial Group January 2014 - March 2014
ETM Enterprises, Inc May 2007 - July 2013
Plante & Moran November 2005 - July 2007
Maner Costerisan June 2000 - November 2005
RSI Logistics August 1999 - June 2000
KPMG June 1998 - August 1999
Schneider Larche Haapla & Co. February 1996 - June 1998
Thompson and Bork November 1994 - February 1996
Skills
Auditing, Accounting, CPA, GAAP, US GAAP, Internal Controls, Financial Reporting, Tax, Assurance, Tax Preparation, Financial Accounting, Corporate Tax, Compilation, Financial Analysis, Internal Audit, Income Tax, Partnership Taxation, Cost Accounting
Education
Eastern Michigan University 1989 — 1994
BBA, Accounting
Michael E. Snyder Michael E. Snyder's Principal Financial Group Experience 2002 - 2004
Job Sr. Regional Manager, EMS Division at Ambu USA
Industry Medical Devices
Experience
Ambu USA April 2013 - Present
King Systems July 2011 - Present
MMS - a Medical Supply Company September 2008 - July 2011
Tri-anim Health Services November 2005 - August 2008
Countrywide Financial Group 2004 - 2005
Principal Financial Group 2002 - 2004
Skills
Sales Management, Medical Devices, Capital Equipment, Selling Skills, Capital Equipment Sales, Cold Calling, Direct Sales, Disposables, Hospitals, Management, Market Development, Marketing, Medical Sales, Operating Room, Pharmaceutical Industry, Product Launch, Sales, Sales Operations, Sales Process, Selling, Surgeons, Surgery, Surgical Instruments, Trade Shows, Training
Education
Edinboro University of Pennsylvania
BS Biology, Biology / Chemistry
Horry Georgetown Technical College and Florence Darlington Technical College
EMT / Paramedic
Ambu USA April 2013 - Present
King Systems July 2011 - Present
MMS - a Medical Supply Company September 2008 - July 2011
Tri-anim Health Services November 2005 - August 2008
Countrywide Financial Group 2004 - 2005
Principal Financial Group 2002 - 2004
Skills
Sales Management, Medical Devices, Capital Equipment, Selling Skills, Capital Equipment Sales, Cold Calling, Direct Sales, Disposables, Hospitals, Management, Market Development, Marketing, Medical Sales, Operating Room, Pharmaceutical Industry, Product Launch, Sales, Sales Operations, Sales Process, Selling, Surgeons, Surgery, Surgical Instruments, Trade Shows, Training
Education
Edinboro University of Pennsylvania
BS Biology, Biology / Chemistry
Horry Georgetown Technical College and Florence Darlington Technical College
EMT / Paramedic
Nathan Summers's Principal Financial Group Experience September 2009 - October 2010
Job Vice President, Public Finance Banker at D.A. Davidson & Co.
Industry Financial Services
Experience
D.A. Davidson & Co. ~ Fixed Income Capital Markets June 2012 - Present
Piper Jaffray November 2010 - June 2012
Principal Financial Group September 2009 - October 2010
Principal Financial Group September 2008 - September 2009
Wells Fargo - Premier Asset Services June 2008 - September 2008
Edward Jones January 2008 - May 2008
Skills
Excel, Bonds, Financial Analysis, DBC Finance, Municipalities, Financial Modeling, Financial Markets, Finance
Education
Northwestern College 2005 — 2008
Bachelor of Arts, Business Administration; Finance Option, Minor: Economics
Ellsworth Community College 2004 — 2005
Aplington-Parkersburg High School 2000 — 2004
D.A. Davidson & Co. ~ Fixed Income Capital Markets June 2012 - Present
Piper Jaffray November 2010 - June 2012
Principal Financial Group September 2009 - October 2010
Principal Financial Group September 2008 - September 2009
Wells Fargo - Premier Asset Services June 2008 - September 2008
Edward Jones January 2008 - May 2008
Skills
Excel, Bonds, Financial Analysis, DBC Finance, Municipalities, Financial Modeling, Financial Markets, Finance
Education
Northwestern College 2005 — 2008
Bachelor of Arts, Business Administration; Finance Option, Minor: Economics
Ellsworth Community College 2004 — 2005
Aplington-Parkersburg High School 2000 — 2004
Greg Dunn Greg Dunn's Principal Financial Group Experience 2007 - 2009
Job Director of Sales and Marketing
Industry Commercial Real Estate
Experience
Greater Texas Capital Corp. January 2009 - Present
Principal Financial Group 2007 - 2009
Lehman Brothers Small Business Finance 2006 - 2007
Zions National Real Estate Group 2002 - 2006
Heller Financial 1993 - 2001
Skills
Loans, SBA 504, Commercial Lending, Commercial Real Estate, Commercial Mortgages, Finance, Real Estate, Banking, Business Development, Loan Origination, Credit, SBA, Property, Structured Finance, Investments, Commercial Finance, Financial Analysis, Underwriting, Commercial Banking, Small Business Lending, Real Estate Financing, Small Business, Mortgage Banking, Management, Mergers & Acquisitions, Real Estate Economics, Credit Risk, Financial Structuring, Mortgage Lending
Education
East Central University 1982 — 1986
Greater Texas Capital Corp. January 2009 - Present
Principal Financial Group 2007 - 2009
Lehman Brothers Small Business Finance 2006 - 2007
Zions National Real Estate Group 2002 - 2006
Heller Financial 1993 - 2001
Skills
Loans, SBA 504, Commercial Lending, Commercial Real Estate, Commercial Mortgages, Finance, Real Estate, Banking, Business Development, Loan Origination, Credit, SBA, Property, Structured Finance, Investments, Commercial Finance, Financial Analysis, Underwriting, Commercial Banking, Small Business Lending, Real Estate Financing, Small Business, Mortgage Banking, Management, Mergers & Acquisitions, Real Estate Economics, Credit Risk, Financial Structuring, Mortgage Lending
Education
East Central University 1982 — 1986
Jeannie Judy's Principal Financial Group Experience July 2010 - April 2011
Job Licensed Sales Associate at First Coast Rental Management
Industry Real Estate
Experience
First Coast Rental Management December 2014 - Present
Self May 2012 - Present
Neumann Real Estate Group December 2013 - December 2014
Community First Credit Union April 2011 - June 2014
Principal Financial Group July 2010 - April 2011
EDU Business Solutions April 2008 - February 2009
Nations Direct 2003 - 2007
Skills
Notary, Refinance, Signing Agent, Mortgage Lending, Loans, Small Business, Real Estate, Customer Service, Banking, Sales, Team Building, Residential Mortgages, Public Speaking, Notary Public, Fixed Annuities, Loan Origination, Insurance, Coaching
Education
Emerson College 1996 — 1997
First Coast Rental Management December 2014 - Present
Self May 2012 - Present
Neumann Real Estate Group December 2013 - December 2014
Community First Credit Union April 2011 - June 2014
Principal Financial Group July 2010 - April 2011
EDU Business Solutions April 2008 - February 2009
Nations Direct 2003 - 2007
Skills
Notary, Refinance, Signing Agent, Mortgage Lending, Loans, Small Business, Real Estate, Customer Service, Banking, Sales, Team Building, Residential Mortgages, Public Speaking, Notary Public, Fixed Annuities, Loan Origination, Insurance, Coaching
Education
Emerson College 1996 — 1997
Eric D. Eaton Eric D. Eaton's Principal Financial Group Experience 2001 - Present
Job Senior Financial Services Representative, Princor Registered Representative, Financial Advisor at Eaton Financial
Industry Financial Services
Experience
Eaton Financial 2001 - Present
Principal Financial Group 2001 - Present
Skills
Retirement Planning, Retirement, Series 7, Estate Planning, 401k, Financial Services, Financial Advisory, Finance, Mutual Funds, Wealth, Income Protection, Fixed Annuities, Defined Benefit, Asset Allocation, Wealth Management, Life Insurance, Investment Advisory, Strategic Financial...
Education
Eckerd College 1993 — 1997
Eaton Financial 2001 - Present
Principal Financial Group 2001 - Present
Skills
Retirement Planning, Retirement, Series 7, Estate Planning, 401k, Financial Services, Financial Advisory, Finance, Mutual Funds, Wealth, Income Protection, Fixed Annuities, Defined Benefit, Asset Allocation, Wealth Management, Life Insurance, Investment Advisory, Strategic Financial...
Education
Eckerd College 1993 — 1997
Scott Tippins, CRPC Scott Tippins, CRPC's Principal Financial Group Experience January 2008 - March 2011
Job Financial Advisor, Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC March 2011 - Present
Principal Financial Group January 2008 - March 2011
AIG April 2004 - December 2007
Carolina Hurricanes August 1997 - April 2004
Washington Sports and Entertainment 1994 - 1997
Skills
Retirement Planning, Investments, Leadership, Retirement, Finance, Small Business, Financial Advisory, Asset Allocation, Employee Benefits, Financial Analysis, Investment Strategies, 401k Rollovers, Business Owner Planning, Concentrated Stock..., Fixed Income Strategies, Retirement Plan..., Stock Market Analysis, Wealth Preservation...
Education
East Carolina University 1989 — 1993
BSBA, Business Marketing
Wells Fargo Advisors, LLC March 2011 - Present
Principal Financial Group January 2008 - March 2011
AIG April 2004 - December 2007
Carolina Hurricanes August 1997 - April 2004
Washington Sports and Entertainment 1994 - 1997
Skills
Retirement Planning, Investments, Leadership, Retirement, Finance, Small Business, Financial Advisory, Asset Allocation, Employee Benefits, Financial Analysis, Investment Strategies, 401k Rollovers, Business Owner Planning, Concentrated Stock..., Fixed Income Strategies, Retirement Plan..., Stock Market Analysis, Wealth Preservation...
Education
East Carolina University 1989 — 1993
BSBA, Business Marketing
Kimberlee Sipe Kimberlee Sipe's Principal Financial Group Experience May 2005 - June 2006
Job Chartered Retirement Planning CounselorSM or CRPC®, Financial Advisor/Owner at InSight Investment Planning, Inc.
Industry Financial Services
Experience
InSight Investment Planning, Inc. April 2012 - Present
Capital Investment Group located at Capital Bank April 2009 - March 2012
Wachovia Securities June 2006 - May 2009
Principal Financial Group May 2005 - June 2006
Office Furniture Rental Alliance September 2003 - June 2006
Skills
Investments, Retirement Planning, Retirement, 401k, Small Business, Alternative Assets
Education
University of North Carolina at Chapel Hill 1992 — 1996
BS, History with Minor in Art History
East Carolina University 1996 — 2002
BA, Interior Design Degree with Business Minor
InSight Investment Planning, Inc. April 2012 - Present
Capital Investment Group located at Capital Bank April 2009 - March 2012
Wachovia Securities June 2006 - May 2009
Principal Financial Group May 2005 - June 2006
Office Furniture Rental Alliance September 2003 - June 2006
Skills
Investments, Retirement Planning, Retirement, 401k, Small Business, Alternative Assets
Education
University of North Carolina at Chapel Hill 1992 — 1996
BS, History with Minor in Art History
East Carolina University 1996 — 2002
BA, Interior Design Degree with Business Minor
Timothy Darden Timothy Darden's Principal Financial Group Experience February 2008 - April 2009
Job Graduate Student at East Carolina University
Industry Higher Education
Experience
East Carolina University August 2012 - May 2014
East Carolina University August 2011 - July 2012
AmeriCorps August 2010 - July 2012
First Federal Bank May 2009 - December 2009
Principal Financial Group February 2008 - April 2009
Skills
Direct Patient Care, Cardiac, Enzyme Assays, Protein Assays, Animal Surgery, Molecular Biology, Patient Safety, Clinical Research, Leadership, Due Diligence, Microbiology, Cell Biology, PCR, Research, Public Health, Customer Service, Microsoft Excel, PowerPoint
Education
Campbell University School of Osteopathic Medicine 2015 — 2019
D.O.
The Brody School of Medicine at East Carolina University 2012 — 2014
Master of Science (M.S.), Biomedical Sciences, General
East Carolina University 2010 — 2012
Bachelor of Science (B.S.), Biology, General
East Carolina University August 2012 - May 2014
East Carolina University August 2011 - July 2012
AmeriCorps August 2010 - July 2012
First Federal Bank May 2009 - December 2009
Principal Financial Group February 2008 - April 2009
Skills
Direct Patient Care, Cardiac, Enzyme Assays, Protein Assays, Animal Surgery, Molecular Biology, Patient Safety, Clinical Research, Leadership, Due Diligence, Microbiology, Cell Biology, PCR, Research, Public Health, Customer Service, Microsoft Excel, PowerPoint
Education
Campbell University School of Osteopathic Medicine 2015 — 2019
D.O.
The Brody School of Medicine at East Carolina University 2012 — 2014
Master of Science (M.S.), Biomedical Sciences, General
East Carolina University 2010 — 2012
Bachelor of Science (B.S.), Biology, General
Gregory Mazzei Gregory Mazzei's Principal Financial Group Experience August 2000 - Present
Job Regional Vice President at the Principal Financial Group
Industry Insurance
Experience
Principal Financial Group August 2000 - Present
New England Financial March 1997 - August 2000
Paul Revere January 1984 - March 1997
Education
Elmhurst College 1967 — 1971
Liberal Arts, Business
Principal Financial Group August 2000 - Present
New England Financial March 1997 - August 2000
Paul Revere January 1984 - March 1997
Education
Elmhurst College 1967 — 1971
Liberal Arts, Business
Stan Gibson Stan Gibson's Principal Financial Group Experience June 1988 - 2000
Job Sr. Vice President at Wells Fargo
Industry Financial Services
Experience
Wells Fargo October 2006 - Present
Terrus Real Estate Group 2000 - 2006
Principal Financial Group June 1988 - 2000
Skills
Investments, Real Estate, Budgets, Strategic Planning, Marketing, Asset Management, Business Development, Valuation, Asset Managment, Strategy, New Business Development, Commercial Real Estate, Management, Insurance, Disposition, Negotiation, Loans, Property Management, Finance, Leadership, Sales, Leases, Financial Analysis, Commercial Lending, Investment Properties, Mergers & Acquisitions, Portfolio Management, Real Estate Economics, Commercial Mortgages, Credit
Education
Eastern Illinois University 1977 — 1981
Bachelors Degree, Business
Wells Fargo October 2006 - Present
Terrus Real Estate Group 2000 - 2006
Principal Financial Group June 1988 - 2000
Skills
Investments, Real Estate, Budgets, Strategic Planning, Marketing, Asset Management, Business Development, Valuation, Asset Managment, Strategy, New Business Development, Commercial Real Estate, Management, Insurance, Disposition, Negotiation, Loans, Property Management, Finance, Leadership, Sales, Leases, Financial Analysis, Commercial Lending, Investment Properties, Mergers & Acquisitions, Portfolio Management, Real Estate Economics, Commercial Mortgages, Credit
Education
Eastern Illinois University 1977 — 1981
Bachelors Degree, Business
Chad Ulrich Chad Ulrich's Principal Financial Group Experience March 2008 - Present
Job Financial Services Representative at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group March 2008 - Present
Lehman Brothers 2004 - 2008
Education
Eastern Oregon University 1992 — 1997
BS, Business Economics
Principal Financial Group March 2008 - Present
Lehman Brothers 2004 - 2008
Education
Eastern Oregon University 1992 — 1997
BS, Business Economics
Vibha Rawal, RICP®'s Principal Financial Group Experience August 2007 - Present
Job Princor Registered Representative, IAR at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group August 2007 - Present
Skills
Retirement Planning, Strategic Financial..., Insurance, Disability Insurance, 401k, Investments, Fixed Annuities, Long-term Care, Estate Planning, Retirement, Securities, Life Insurance, Financial Planning, 401k Rollovers, Retirement Plans, Retirement Solutions, Business Strategy, Group Benefits, Health Insurance, Marketing Communications, Educational Seminars, Trade Marketing, Marketing Strategy, Data Collection, Accounts Receivable, Series 7, Series 65, Client Development, Mutual Funds, Wealth Management, Financial Services, IRAs, Variable Annuities, Roth IRA, Asset Allocation, Term Life Insurance, College Savings Plans, Qualified Retirement..., Retirement Plan..., Universal Life, ETFs, Income Protection, 529 Plans, Defined Contribution, Uniform Combined State..., Alternative Investment..., Series 63, Alternative Investments, Finance, Financial Advisory
Education
The American College 2013 — 2014
R.I.C.P - Retirement Income Certified Professional, Retirement Income
Emerson College 1989 — 1991
M.A., Marketing Communications, A
Bombay University 1977 — 1982
B.A, Psychology
Principal Financial Group August 2007 - Present
Skills
Retirement Planning, Strategic Financial..., Insurance, Disability Insurance, 401k, Investments, Fixed Annuities, Long-term Care, Estate Planning, Retirement, Securities, Life Insurance, Financial Planning, 401k Rollovers, Retirement Plans, Retirement Solutions, Business Strategy, Group Benefits, Health Insurance, Marketing Communications, Educational Seminars, Trade Marketing, Marketing Strategy, Data Collection, Accounts Receivable, Series 7, Series 65, Client Development, Mutual Funds, Wealth Management, Financial Services, IRAs, Variable Annuities, Roth IRA, Asset Allocation, Term Life Insurance, College Savings Plans, Qualified Retirement..., Retirement Plan..., Universal Life, ETFs, Income Protection, 529 Plans, Defined Contribution, Uniform Combined State..., Alternative Investment..., Series 63, Alternative Investments, Finance, Financial Advisory
Education
The American College 2013 — 2014
R.I.C.P - Retirement Income Certified Professional, Retirement Income
Emerson College 1989 — 1991
M.A., Marketing Communications, A
Bombay University 1977 — 1982
B.A, Psychology
Lorraine Pohl, MBA/HCM Lorraine Pohl, MBA/HCM's Principal Financial Group Experience 2001 - 2007
Job Consultant/Advocate/Educator
Industry Hospital & Health Care
Experience
A Memory Care Community May 2012 - May 2013
PartnersAdvantage, LLC 2011 - 2012
St. Alexius Medical Center 2009 - 2011
Delnor Community Hospital 2007 - 2011
Principal Financial Group dba Pohl Financial 2007 - 2009
Principal Financial Group 2001 - 2007
UWG 1999 - 2001
Mutual of Omaha 1998 - 1999
Benepro 1996 - 1998
Fortis Benefits Insurance Company 1985 - 1996
Skills
Team Building, Healthcare, Leadership, Health Insurance, Long-term Care, Insurance, Employee Benefits, Medicare, Recruiting, HIPAA, Sales, Managed Care, Coaching, Public Speaking, Strategic Planning, Hospitals, Healthcare Management, Elder Care
Education
Oakland University
Bachelor of Science (B.S.), Business Management
University of Phoenix 2003 — 2008
Master of Business Administration (MBA), Health Care Management
Elgin Community College 2009 — 2009
Certified Nurse Assistant, Health & Human Science
A Memory Care Community May 2012 - May 2013
PartnersAdvantage, LLC 2011 - 2012
St. Alexius Medical Center 2009 - 2011
Delnor Community Hospital 2007 - 2011
Principal Financial Group dba Pohl Financial 2007 - 2009
Principal Financial Group 2001 - 2007
UWG 1999 - 2001
Mutual of Omaha 1998 - 1999
Benepro 1996 - 1998
Fortis Benefits Insurance Company 1985 - 1996
Skills
Team Building, Healthcare, Leadership, Health Insurance, Long-term Care, Insurance, Employee Benefits, Medicare, Recruiting, HIPAA, Sales, Managed Care, Coaching, Public Speaking, Strategic Planning, Hospitals, Healthcare Management, Elder Care
Education
Oakland University
Bachelor of Science (B.S.), Business Management
University of Phoenix 2003 — 2008
Master of Business Administration (MBA), Health Care Management
Elgin Community College 2009 — 2009
Certified Nurse Assistant, Health & Human Science
Pauline House Pauline House's Principal Financial Group Experience 1985 - 1987
Job Account Service Coordinator at Benefits West Inc.
Industry Insurance
Experience
Benefit West Inc. February 2015 - Present
Department of Social Health Services 2003 - 2009
Healthcare Management Administrators 1994 - 2001
CoreSource Inc. (TPA) 1991 - 1994
Mutual of Omaha 1987 - 1991
Principal Financial Group 1985 - 1987
Skills
•Maintained current..., •Implemented a..., •Created office wide..., •Worked with brokers,..., •Interviewed and hired..., •Customer Service: ..., •Auditing: Audited..., •Technical Unit:..., •Knowledgeable in HIPAA, •Knowledgeable in..., •Ability to work in a..., •Strong ability to..., •Warm outgoing..., I am an experienced..., •Knowledgeable in..., •Able to interpret..., Insurance, Interviews, Management, Time Management, Claim, HIPAA, Customer Service, Outlook, Data Entry, Healthcare
Education
Edmonds Community College
Psychology
Benefit West Inc. February 2015 - Present
Department of Social Health Services 2003 - 2009
Healthcare Management Administrators 1994 - 2001
CoreSource Inc. (TPA) 1991 - 1994
Mutual of Omaha 1987 - 1991
Principal Financial Group 1985 - 1987
Skills
•Maintained current..., •Implemented a..., •Created office wide..., •Worked with brokers,..., •Interviewed and hired..., •Customer Service: ..., •Auditing: Audited..., •Technical Unit:..., •Knowledgeable in HIPAA, •Knowledgeable in..., •Ability to work in a..., •Strong ability to..., •Warm outgoing..., I am an experienced..., •Knowledgeable in..., •Able to interpret..., Insurance, Interviews, Management, Time Management, Claim, HIPAA, Customer Service, Outlook, Data Entry, Healthcare
Education
Edmonds Community College
Psychology
Bridget Eggers's Principal Financial Group Experience November 2014 - Present
Job Implementation Specialist at Principal Financial Group
Industry Information Technology and Services
Experience
Principal Financial Group November 2014 - Present
Principal Financial Group May 2014 - November 2014
CenturyLink July 2013 - May 2014
Envoy, Inc. April 2012 - July 2013
Hyatt Hotels Corporation April 2010 - February 2012
Hyatt Hotels and Resorts January 2007 - April 2010
Skills
Customer Service, Social Media, Marketing Communications, Document Management, Content Management, Basic Web Design, Photo Editing, Presentation Development, Presentation Preparation, Group Presentations, Pet Care, Image Editing, Social Media Marketing, Blogging, Facebook, Event Planning, Public Relations, Email Marketing, Training, Editing, Management, Creative Direction, Microsoft Office, Strategy
Education
Bellevue University 2013 — 2015
Master's Degree, Management Information Systems, General & focus on Cybersecurity, 3.97
Drury University 2011 — 2011
Social Media Marketing, Social Media Certificate Program
University of Northern Iowa 2000 — 2004
BA, English, Creative Writing
Principal Financial Group November 2014 - Present
Principal Financial Group May 2014 - November 2014
CenturyLink July 2013 - May 2014
Envoy, Inc. April 2012 - July 2013
Hyatt Hotels Corporation April 2010 - February 2012
Hyatt Hotels and Resorts January 2007 - April 2010
Skills
Customer Service, Social Media, Marketing Communications, Document Management, Content Management, Basic Web Design, Photo Editing, Presentation Development, Presentation Preparation, Group Presentations, Pet Care, Image Editing, Social Media Marketing, Blogging, Facebook, Event Planning, Public Relations, Email Marketing, Training, Editing, Management, Creative Direction, Microsoft Office, Strategy
Education
Bellevue University 2013 — 2015
Master's Degree, Management Information Systems, General & focus on Cybersecurity, 3.97
Drury University 2011 — 2011
Social Media Marketing, Social Media Certificate Program
University of Northern Iowa 2000 — 2004
BA, English, Creative Writing
Anthony Howze, MBA Anthony Howze, MBA's Principal Financial Group Experience March 2013 - Present
Job Credit Analyst / Commercial Real Estate Underwriter
Industry Financial Services
Experience
Principal Financial Group March 2013 - Present
Capital One January 2011 - January 2013
Citi April 2007 - January 2011
Skills
Mortgage Underwriting, Customer Service, Commercial Lending, Loss Mitigation, Mortgage Loan Advisor, Experienced Sales..., New Business Development, Leadership, FHA, Credit Analysis, Banking, Small Business Lending, Business Acquisition..., Mezzanine, Financial Analyst, Investment, Private Equity, FNMA/FHLMC/FHA/VA, Management, Contract Negotiation, Training
Education
Drexel University 2006 — 2008
LeBow College of Business - Masters of Business Administration
Temple University - Fox School of Business and Management 1999 — 2004
Bachelor of Business Administration
Principal Financial Group March 2013 - Present
Capital One January 2011 - January 2013
Citi April 2007 - January 2011
Skills
Mortgage Underwriting, Customer Service, Commercial Lending, Loss Mitigation, Mortgage Loan Advisor, Experienced Sales..., New Business Development, Leadership, FHA, Credit Analysis, Banking, Small Business Lending, Business Acquisition..., Mezzanine, Financial Analyst, Investment, Private Equity, FNMA/FHLMC/FHA/VA, Management, Contract Negotiation, Training
Education
Drexel University 2006 — 2008
LeBow College of Business - Masters of Business Administration
Temple University - Fox School of Business and Management 1999 — 2004
Bachelor of Business Administration
Michael Arvelo Michael Arvelo's Principal Financial Group Experience August 2015 - Present
Job Client Transaction Specialist
Industry Financial Services
Experience
Principal Financial Group August 2015 - Present
Robert Half - Office Team July 2014 - August 2015
Switchplace September 2012 - May 2014
BridgeStreet Residences, Serviced Apartments and Suites July 2008 - August 2012
Hyatt Hotels July 2007 - July 2008
The Green Lawfirm June 2004 - May 2007
Walt Disney World May 2005 - January 2006
Skills
Outstanding Customer..., Data Entry, Inside Sales, Account Coordination, Leases, Vendor Relationships, Email Marketing, Guest Service Management, Reservation, Customer Service, Sales Operations, Customer Satisfaction, Hospitality, Corporate Housing, Apartments, Revenue Analysis, Hospitality Industry, Hotels, Hotel Management, Hospitality Management, Tourism, Front Office, Yield Management, Relocation, Serviced Apartments, Sales, Team Building
Education
Elmira College 2002 — 2006
Bachelors, Theatre
Principal Financial Group August 2015 - Present
Robert Half - Office Team July 2014 - August 2015
Switchplace September 2012 - May 2014
BridgeStreet Residences, Serviced Apartments and Suites July 2008 - August 2012
Hyatt Hotels July 2007 - July 2008
The Green Lawfirm June 2004 - May 2007
Walt Disney World May 2005 - January 2006
Skills
Outstanding Customer..., Data Entry, Inside Sales, Account Coordination, Leases, Vendor Relationships, Email Marketing, Guest Service Management, Reservation, Customer Service, Sales Operations, Customer Satisfaction, Hospitality, Corporate Housing, Apartments, Revenue Analysis, Hospitality Industry, Hotels, Hotel Management, Hospitality Management, Tourism, Front Office, Yield Management, Relocation, Serviced Apartments, Sales, Team Building
Education
Elmira College 2002 — 2006
Bachelors, Theatre
Jayme Stinehart's Principal Financial Group Experience October 2004 - July 2013
Job Resolution Accounting at PAML
Industry Financial Services
Experience
PAML May 2015 - Present
U.S. HealthWorks January 2014 - March 2015
Principal Financial Group October 2004 - July 2013
TalentWise February 2012 - October 2012
Liberty Medical Supply June 2003 - June 2004
Education
Gonzaga University 2015 — 2017
Master of Accountancy, Accounting, 3.8
Eastern Washington University 2009 — 2011
B.A., Visual Communication Design, 3.98
PAML May 2015 - Present
U.S. HealthWorks January 2014 - March 2015
Principal Financial Group October 2004 - July 2013
TalentWise February 2012 - October 2012
Liberty Medical Supply June 2003 - June 2004
Education
Gonzaga University 2015 — 2017
Master of Accountancy, Accounting, 3.8
Eastern Washington University 2009 — 2011
B.A., Visual Communication Design, 3.98
Zachary O'Brien's Principal Financial Group Experience April 2015 - Present
Job Financial Services Representative at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group April 2015 - Present
Prudential Financial April 2014 - April 2015
Skills
401 (k), 403 (b), SEP &..., Annuities (Variable &..., Asset Allocation, Business Continuation..., Business Overhead..., Buy-sell Agreements, Buy-Sell Review, Charitable Giving, College Funding..., Deferred Compensation..., Dental Insurance, Disability Income..., Estate Planning, Executive Benefit..., Financial Needs Analysis, Income Protection, Informal Business..., IRA's (Traditional &..., Key Person Insurance, Long-Term Care Insurance, Mutual Funds, Pension Plans, Retirement Planning, Salary Continuation, Series 6,63..., Split Dollar Plans, Supplemental Retirement..., Survivor Income, Tax-Deferred Savings, Term Life Insurance, Universal Life Insurance, Wellness Programs, Wealth Accumulation, Whole Life Insurance
Education
Embry-Riddle Aeronautical University 2000 — 2004
Aeronautics/Aviation/Aerospace Science and Technology, General
Principal Financial Group April 2015 - Present
Prudential Financial April 2014 - April 2015
Skills
401 (k), 403 (b), SEP &..., Annuities (Variable &..., Asset Allocation, Business Continuation..., Business Overhead..., Buy-sell Agreements, Buy-Sell Review, Charitable Giving, College Funding..., Deferred Compensation..., Dental Insurance, Disability Income..., Estate Planning, Executive Benefit..., Financial Needs Analysis, Income Protection, Informal Business..., IRA's (Traditional &..., Key Person Insurance, Long-Term Care Insurance, Mutual Funds, Pension Plans, Retirement Planning, Salary Continuation, Series 6,63..., Split Dollar Plans, Supplemental Retirement..., Survivor Income, Tax-Deferred Savings, Term Life Insurance, Universal Life Insurance, Wellness Programs, Wealth Accumulation, Whole Life Insurance
Education
Embry-Riddle Aeronautical University 2000 — 2004
Aeronautics/Aviation/Aerospace Science and Technology, General
Erik Griffin's Principal Financial Group Experience June 2015 - Present
Job Financial Professional Intern at Principal Financial Group
Industry
Experience
Principal Financial Group June 2015 - Present
Skills
Leadership, Finance, Microsoft Excel, Microsoft Office
Education
Elmira College 2012 — 2016
Bachelor’s Degree, Finance and Financial Management Services, Senior
Elmira College 2012 — 2016
Finance, General
Principal Financial Group June 2015 - Present
Skills
Leadership, Finance, Microsoft Excel, Microsoft Office
Education
Elmira College 2012 — 2016
Bachelor’s Degree, Finance and Financial Management Services, Senior
Elmira College 2012 — 2016
Finance, General
Greg Stintzi Greg Stintzi's Principal Financial Group Experience January 1984 - January 1993
Job President at Stintzi Insurance & Financial Services
Industry Insurance
Experience
Stintzi Insurance Inc June 2006 - Present
Stintzi Insurance Inc June 2006 - Present
Stintzi Insurance & Financial Services 2006 - Present
Argonne Agency Inc January 1993 - April 2003
Principal Financial Group January 1984 - January 1993
Skills
Insurance, Health Insurance, General Insurance, Commercial Insurance, Life Insurance, Property & Casualty..., Disability Insurance, Umbrella Insurance, Term Life Insurance
Education
Eastern Washington University 1979 — 1982
Business Marketing
Shadle Park High
Stintzi Insurance Inc June 2006 - Present
Stintzi Insurance Inc June 2006 - Present
Stintzi Insurance & Financial Services 2006 - Present
Argonne Agency Inc January 1993 - April 2003
Principal Financial Group January 1984 - January 1993
Skills
Insurance, Health Insurance, General Insurance, Commercial Insurance, Life Insurance, Property & Casualty..., Disability Insurance, Umbrella Insurance, Term Life Insurance
Education
Eastern Washington University 1979 — 1982
Business Marketing
Shadle Park High
Dave Brass's Principal Financial Group Experience May 2011 - Present
Job Vice President of Sales at Principal Financial Group, Michigan Territory
Industry Insurance
Experience
Principal Financial Group May 2011 - Present
Reliance Standard 2005 - May 2011
Assurant Employeee Benefits 1997 - 2005
Assurant Employee Benefits 1990 - 1995
United States Marine Corps 1983 - 1987
Skills
Life Insurance, Leadership, Underwriting, Retirement, Marketing, Insurance, Sales Management, Sales, Disability Insurance, Medicare, Employee Benefits, Customer Service, Account Management, Health Insurance, Term Life Insurance, Training, Brokers, Property & Casualty..., Health Savings Accounts, Business Planning, Customer Retention, Benefits Administration, Cold Calling, Dentistry, Long-term Care, 401k, Fixed Annuities, COBRA, Management, Group Insurance, Voluntary Employee..., Accident, Health Care Reform, Group Medical
Education
Eastern Michigan University 1988 — 1991
BS, Marketing
Plymouth Canton High School 1977 — 1981
Principal Financial Group May 2011 - Present
Reliance Standard 2005 - May 2011
Assurant Employeee Benefits 1997 - 2005
Assurant Employee Benefits 1990 - 1995
United States Marine Corps 1983 - 1987
Skills
Life Insurance, Leadership, Underwriting, Retirement, Marketing, Insurance, Sales Management, Sales, Disability Insurance, Medicare, Employee Benefits, Customer Service, Account Management, Health Insurance, Term Life Insurance, Training, Brokers, Property & Casualty..., Health Savings Accounts, Business Planning, Customer Retention, Benefits Administration, Cold Calling, Dentistry, Long-term Care, 401k, Fixed Annuities, COBRA, Management, Group Insurance, Voluntary Employee..., Accident, Health Care Reform, Group Medical
Education
Eastern Michigan University 1988 — 1991
BS, Marketing
Plymouth Canton High School 1977 — 1981
Chip Slaughter, III Chip Slaughter, III's Principal Financial Group Experience April 1995 - April 2005
Job Independent Financial Advisor at Executive Financial, LLC
Industry Financial Services
Experience
North Carolina Physicians' Retirement Strategy January 2008 - Present
Executive Financial, LLC April 2005 - Present
NFP Securities, Inc. April 2005 - Present
Principal Financial Group April 1995 - April 2005
Bank of America January 1989 - April 1995
Skills
Private Wealth..., Wealth Preservation..., Asset Protection..., Estate Planning, Life Insurance, Wealth Management..., Retirement, Retirement Planning, Tax, Long-term Care, Financial Advisory, Lifetime Tax Reduction, Life/Disability..., BOLI/COLI Planning, IRAs, Financial Services, Employee Benefits, Small Business, Wealth, 401k, Securities, Investments, Mutual Funds, Wealth Management, Investment Advisory, Series 63, Fixed Annuities, Asset Allocation, Strategic Financial..., Financial Planning
Education
University of North Carolina at Greensboro 1988 — 1992
Bachelor of Science (BS), Economics/Psychology
East Carolina University 1985 — 1987
Western Guilford High School, Greensboro, NC 1982 — 1985
High School
North Carolina Physicians' Retirement Strategy January 2008 - Present
Executive Financial, LLC April 2005 - Present
NFP Securities, Inc. April 2005 - Present
Principal Financial Group April 1995 - April 2005
Bank of America January 1989 - April 1995
Skills
Private Wealth..., Wealth Preservation..., Asset Protection..., Estate Planning, Life Insurance, Wealth Management..., Retirement, Retirement Planning, Tax, Long-term Care, Financial Advisory, Lifetime Tax Reduction, Life/Disability..., BOLI/COLI Planning, IRAs, Financial Services, Employee Benefits, Small Business, Wealth, 401k, Securities, Investments, Mutual Funds, Wealth Management, Investment Advisory, Series 63, Fixed Annuities, Asset Allocation, Strategic Financial..., Financial Planning
Education
University of North Carolina at Greensboro 1988 — 1992
Bachelor of Science (BS), Economics/Psychology
East Carolina University 1985 — 1987
Western Guilford High School, Greensboro, NC 1982 — 1985
High School
Pooja Thakur Rahman Pooja Thakur Rahman's Principal Financial Group Experience June 1999 - August 2004
Job Vice President, International Regulatory Affairs at New York Life
Industry Financial Services
Experience
New York Life Insurance Company October 2013 - Present
NAIC September 2012 - September 2013
Aviva June 2011 - September 2012
Aviva March 2008 - May 2011
Iowa Insurance Division February 2006 - February 2008
Principal Financial Group June 1999 - August 2004
Skills
Structured Finance, M&A experience, Joint Ventures, Private Equity, Software Licensing, Intellectual Property, Commercial Transactions, E-commerce, General Corporate..., Mergers & Acquisitions, Corporate Law, Securities, Privacy Law, Corporate Governance, Licensing
Education
Drake University Law School 2001 — 2005
Juris Doctor
University of New Orleans 1997 — 1999
Master of Business Administration
University of Mumbai 1993 — 1996
Bachelor of Commerce, Accounting
New York Life Insurance Company October 2013 - Present
NAIC September 2012 - September 2013
Aviva June 2011 - September 2012
Aviva March 2008 - May 2011
Iowa Insurance Division February 2006 - February 2008
Principal Financial Group June 1999 - August 2004
Skills
Structured Finance, M&A experience, Joint Ventures, Private Equity, Software Licensing, Intellectual Property, Commercial Transactions, E-commerce, General Corporate..., Mergers & Acquisitions, Corporate Law, Securities, Privacy Law, Corporate Governance, Licensing
Education
Drake University Law School 2001 — 2005
Juris Doctor
University of New Orleans 1997 — 1999
Master of Business Administration
University of Mumbai 1993 — 1996
Bachelor of Commerce, Accounting
Kelly Kursinsky Colotla Kelly Kursinsky Colotla's Principal Financial Group Experience May 1995 - October 1999
Job Global Equity Analyst at Wells Fargo
Industry Financial Services
Experience
Wells Fargo October 2012 - Present
CFA Society of San Antonio July 2012 - June 2013
Wells Fargo April 2005 - September 2012
Berkeley Capital Management November 1999 - August 2001
Principal Financial Group May 1995 - October 1999
Skills
Asset Allocation, Portfolio Management, Wealth Management, Alternative Investments, Investment Strategies, Investments, Asset Managment, Fixed Income, Equities, Wealth Management..., Investment Management, Mutual Funds, Bonds, Equity Research, High Net Worth..., Capital Markets, Cultural Diversity, Financial Analysis, International, Asset Management, Financial Advisory, Equity Valuation, Public Speaking, Securities, Investment Advisory, Hedge Funds, Spanish, Valuation
Education
Thunderbird School of Global Management 1992 — 1993
Masters of International Management
Eastern Michigan University 1988 — 1992
BA/BBA, Language & International Trade/Finance
Wells Fargo October 2012 - Present
CFA Society of San Antonio July 2012 - June 2013
Wells Fargo April 2005 - September 2012
Berkeley Capital Management November 1999 - August 2001
Principal Financial Group May 1995 - October 1999
Skills
Asset Allocation, Portfolio Management, Wealth Management, Alternative Investments, Investment Strategies, Investments, Asset Managment, Fixed Income, Equities, Wealth Management..., Investment Management, Mutual Funds, Bonds, Equity Research, High Net Worth..., Capital Markets, Cultural Diversity, Financial Analysis, International, Asset Management, Financial Advisory, Equity Valuation, Public Speaking, Securities, Investment Advisory, Hedge Funds, Spanish, Valuation
Education
Thunderbird School of Global Management 1992 — 1993
Masters of International Management
Eastern Michigan University 1988 — 1992
BA/BBA, Language & International Trade/Finance
S. Phillip James S. Phillip James's Principal Financial Group Experience 2007 - 2008
Job President
Industry Insurance
Experience
JAMES INSURANCE AGENCY, INC July 2000 - Present
James Insurance Agency August 1987 - Present
Principal Financial Group 2007 - 2008
Allstate 1999 - 2007
Skills
Insurance, Commercial Insurance, Casualty, Small Business, Workers Compensation, Risk Management, Property & Casualty..., General Liability, Legal Liability, Umbrella Insurance, Term Life Insurance, Professional Liability, Homeowners, Disability Insurance, Health Insurance, General Insurance, Life Insurance, Commercial Lines, Fixed Annuities, Long-term Care, Whole Life, Brokers, Underwriting, Accident, D&O, Health Savings Accounts, Inland Marine, Long Term Care Insurance, Universal Life, Employment Practices..., Insurance Brokerage, Liability Analysis, Claim, Surety Bonds, Excess, Group Insurance, Renters, Team Leadership, Casualty Insurance
Education
East Carolina University 1987 — 1995
BA, History
Arendell Parrott Academy
JAMES INSURANCE AGENCY, INC July 2000 - Present
James Insurance Agency August 1987 - Present
Principal Financial Group 2007 - 2008
Allstate 1999 - 2007
Skills
Insurance, Commercial Insurance, Casualty, Small Business, Workers Compensation, Risk Management, Property & Casualty..., General Liability, Legal Liability, Umbrella Insurance, Term Life Insurance, Professional Liability, Homeowners, Disability Insurance, Health Insurance, General Insurance, Life Insurance, Commercial Lines, Fixed Annuities, Long-term Care, Whole Life, Brokers, Underwriting, Accident, D&O, Health Savings Accounts, Inland Marine, Long Term Care Insurance, Universal Life, Employment Practices..., Insurance Brokerage, Liability Analysis, Claim, Surety Bonds, Excess, Group Insurance, Renters, Team Leadership, Casualty Insurance
Education
East Carolina University 1987 — 1995
BA, History
Arendell Parrott Academy
Hannah Schriner's Principal Financial Group Experience August 2007 - July 2011
Job Associate at Mercer
Industry Financial Services
Experience
Mercer February 2014 - Present
Towers Watson August 2011 - January 2014
Principal Financial Group August 2007 - July 2011
U.S. Bank 2007 - 2007
Skills
Defined Benefit, Asset Allocation, Investments, Defined Contribution, Investment Strategies, Equities, Fixed Income, Portfolio Management, Alternative Investments, Financial Analysis, Mutual Funds, ERISA, Pension Funds, Pensions, Retirement, Retirement Planning
Education
University of Phoenix 2008 — 2010
Master of Business Administration (M.B.A.), Business Administration, 3.9
Eastern Washington University 2005 — 2007
Bachelor of Arts (B.A.), Finance, General
Western Washington University 2003 — 2005
Tonasket high school
Mercer February 2014 - Present
Towers Watson August 2011 - January 2014
Principal Financial Group August 2007 - July 2011
U.S. Bank 2007 - 2007
Skills
Defined Benefit, Asset Allocation, Investments, Defined Contribution, Investment Strategies, Equities, Fixed Income, Portfolio Management, Alternative Investments, Financial Analysis, Mutual Funds, ERISA, Pension Funds, Pensions, Retirement, Retirement Planning
Education
University of Phoenix 2008 — 2010
Master of Business Administration (M.B.A.), Business Administration, 3.9
Eastern Washington University 2005 — 2007
Bachelor of Arts (B.A.), Finance, General
Western Washington University 2003 — 2005
Tonasket high school
Kim Blaugher Kim Blaugher's Principal Financial Group Experience December 1995 - Present
Job VP Consulting at Principal Financial Group
Industry Accounting
Experience
Principal Financial Group December 1995 - Present
BDO USA, LLP August 2014 - April 2015
Skills
Profit Sharing, ERISA, Executive Pay, ESOP, 401k, Defined Benefit, Employee Benefits, Retirement, Defined Contribution
Education
University of Denver 1982 — 1983
Master of Taxation, Taxation
Earlham College 1976 — 1980
B.A., Economics
Principal Financial Group December 1995 - Present
BDO USA, LLP August 2014 - April 2015
Skills
Profit Sharing, ERISA, Executive Pay, ESOP, 401k, Defined Benefit, Employee Benefits, Retirement, Defined Contribution
Education
University of Denver 1982 — 1983
Master of Taxation, Taxation
Earlham College 1976 — 1980
B.A., Economics
Jon Bass Jon Bass's Principal Financial Group Experience October 2011 - May 2014
Job Financial Planner
Industry Financial Services
Experience
The Prudential Insurance Company of America May 2014 - Present
Principal Financial Group October 2011 - May 2014
SunTrust August 2007 - August 2011
Wells Fargo June 2005 - August 2007
Education
Winston-Salem State University 2004 — 2005
Bachelor of Arts (B.A.), Psychology
East Carolina University 2001 — 2003
Bachelor of Arts (B.A.), Psychology
The Prudential Insurance Company of America May 2014 - Present
Principal Financial Group October 2011 - May 2014
SunTrust August 2007 - August 2011
Wells Fargo June 2005 - August 2007
Education
Winston-Salem State University 2004 — 2005
Bachelor of Arts (B.A.), Psychology
East Carolina University 2001 — 2003
Bachelor of Arts (B.A.), Psychology
Gary Strange,CLU,ChFC's Principal Financial Group Experience July 2002 - Present
Job Senior Financial Representative at Principal Financial Group, Investment Adviser Representative
Industry Financial Services
Experience
Principal Financial Group July 2002 - Present
Integrated Financial Strategies July 1999 - July 2002
Prudential Financial April 1994 - July 1999
Skills
Concentration in the..., Deferred Compensation, Business Analysis, Executive Benefit..., Management, Pension Funds, Business Continuity..., Employee Benefits, Retirement, Disability Insurance, 401k, Retirement Plan...
Education
East Carolina University 2002 — 2004
Piano Performance
The American College 1989 — 1994
Chartered Financial Consultant and Chartered Life Underwriter, Financial Planning and Services
University of Colorado at Colorado Springs 1980 — 1982
Finance, General
Principal Financial Group July 2002 - Present
Integrated Financial Strategies July 1999 - July 2002
Prudential Financial April 1994 - July 1999
Skills
Concentration in the..., Deferred Compensation, Business Analysis, Executive Benefit..., Management, Pension Funds, Business Continuity..., Employee Benefits, Retirement, Disability Insurance, 401k, Retirement Plan...
Education
East Carolina University 2002 — 2004
Piano Performance
The American College 1989 — 1994
Chartered Financial Consultant and Chartered Life Underwriter, Financial Planning and Services
University of Colorado at Colorado Springs 1980 — 1982
Finance, General
Ryan Damron Ryan Damron's Principal Financial Group Experience March 2015 - Present
Job Top quality operations and data management professional
Industry Financial Services
Experience
Principal Financial Group March 2015 - Present
Provisional Recruiting + Staffing December 2014 - January 2015
Provisional Recruiting + Staffing December 2012 - December 2014
Ecova May 2007 - October 2012
Bank of America May 2006 - April 2007
Spokane Public Library August 2000 - May 2006
Skills
Customer Service, Utilities, Customer Relations, Building Relationships, Reporting & Analysis, Microsoft Excel, Energy Markets, Accounts Payable, Accounts Receivable, Statistics, Econometrics, Macroeconomics, Microeconomics, Energy Policy, Microsoft Access, Microsoft SharePoint, Cognos, Minitab, Corporate Finance, Banking Operations, Matrix organizations, Ad Hoc Reporting, Due Diligence, Adobe Acrobat, Facilities Management, Facilities Operations, Loan Servicing, Equities, Attribution, Financial Statements, Morningstar, S&P, Bloomberg Terminal, Access, Contract Negotiation, Analysis, Strategic Planning, Microsoft Office, Process Improvement, Banking, Project Management, Leadership, Strategy, Financial Analysis, Finance, Outlook
Education
Eastern Washington University 2002 — 2006
BA, Economics
Principal Financial Group March 2015 - Present
Provisional Recruiting + Staffing December 2014 - January 2015
Provisional Recruiting + Staffing December 2012 - December 2014
Ecova May 2007 - October 2012
Bank of America May 2006 - April 2007
Spokane Public Library August 2000 - May 2006
Skills
Customer Service, Utilities, Customer Relations, Building Relationships, Reporting & Analysis, Microsoft Excel, Energy Markets, Accounts Payable, Accounts Receivable, Statistics, Econometrics, Macroeconomics, Microeconomics, Energy Policy, Microsoft Access, Microsoft SharePoint, Cognos, Minitab, Corporate Finance, Banking Operations, Matrix organizations, Ad Hoc Reporting, Due Diligence, Adobe Acrobat, Facilities Management, Facilities Operations, Loan Servicing, Equities, Attribution, Financial Statements, Morningstar, S&P, Bloomberg Terminal, Access, Contract Negotiation, Analysis, Strategic Planning, Microsoft Office, Process Improvement, Banking, Project Management, Leadership, Strategy, Financial Analysis, Finance, Outlook
Education
Eastern Washington University 2002 — 2006
BA, Economics
Garrett Wofford Garrett Wofford's Principal Financial Group Experience May 2004 - August 2004
Job Alternative Investments at State Teachers Retirement System of Ohio
Industry Venture Capital & Private Equity
Experience
STRS Ohio May 2014 - Present
STRS Ohio June 2013 - May 2014
STRS Ohio January 2013 - August 2013
Bank of America July 2009 - July 2012
Bank of America July 2007 - June 2009
Wachovia Securities May 2006 - August 2006
Principal Financial Group May 2004 - August 2004
Skills
Financial Modeling, Financial Analysis, Strategic Financial..., Portfolio Management, Valuation, Analysis, Investments, Corporate Finance, Competitive Analysis, Investment Management
Education
The Ohio State University - The Max M. Fisher College of Business 2012 — 2014
Master of Business Administration (MBA), Corporate Finance, Strategy
Elon University 2003 — 2007
Bachelor of Science, Business Administration - Finance, Accounting, Economics, Political Science
STRS Ohio May 2014 - Present
STRS Ohio June 2013 - May 2014
STRS Ohio January 2013 - August 2013
Bank of America July 2009 - July 2012
Bank of America July 2007 - June 2009
Wachovia Securities May 2006 - August 2006
Principal Financial Group May 2004 - August 2004
Skills
Financial Modeling, Financial Analysis, Strategic Financial..., Portfolio Management, Valuation, Analysis, Investments, Corporate Finance, Competitive Analysis, Investment Management
Education
The Ohio State University - The Max M. Fisher College of Business 2012 — 2014
Master of Business Administration (MBA), Corporate Finance, Strategy
Elon University 2003 — 2007
Bachelor of Science, Business Administration - Finance, Accounting, Economics, Political Science
John Ridgeway John Ridgeway's Principal Financial Group Experience October 2014 - Present
Job Leadership Development Program Manager at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group October 2014 - Present
Principal Financial Group August 2012 - October 2014
Principal Financial Group January 2011 - August 2012
Principal Financial Group September 2008 - January 2011
Principal Financial Group January 2007 - September 2008
Principal Financial Group May 2005 - June 2007
Skills
Call Center, Process Improvement, 401k, Customer Service, Series 7, Retirement, Uniform Combined State..., Series 6, Pensions, Defined Benefit, Series 63, Mutual Funds, Series 65, Retirement Planning, Call Centers, Leadership, Management, Insurance
Education
Northern Illinois University 2004 — 2005
Bachelor of Science (BS), Organizational Communication, General
Elgin Community College 2004 — 2004
Associate of Science (A.S.)
Iowa State University 1998 — 2001
Dowling High School 1994 — 1998
Principal Financial Group October 2014 - Present
Principal Financial Group August 2012 - October 2014
Principal Financial Group January 2011 - August 2012
Principal Financial Group September 2008 - January 2011
Principal Financial Group January 2007 - September 2008
Principal Financial Group May 2005 - June 2007
Skills
Call Center, Process Improvement, 401k, Customer Service, Series 7, Retirement, Uniform Combined State..., Series 6, Pensions, Defined Benefit, Series 63, Mutual Funds, Series 65, Retirement Planning, Call Centers, Leadership, Management, Insurance
Education
Northern Illinois University 2004 — 2005
Bachelor of Science (BS), Organizational Communication, General
Elgin Community College 2004 — 2004
Associate of Science (A.S.)
Iowa State University 1998 — 2001
Dowling High School 1994 — 1998
Dana Alderson's Principal Financial Group Experience June 1998 - Present
Job Client Service Manager at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group June 1998 - Present
Wachovia Securities Financial Network January 1996 - May 1998
Skills
Series 7, Investments, Asset Allocation, Securities, Mutual Funds, 401k, 403 b, governmental retirement..., ERISA, Retirement Planning, Management, Employee Benefits, Retirement
Education
Eastern Washington University 1990 — 1997
Bachelor of Arts, Finance
Principal Financial Group June 1998 - Present
Wachovia Securities Financial Network January 1996 - May 1998
Skills
Series 7, Investments, Asset Allocation, Securities, Mutual Funds, 401k, 403 b, governmental retirement..., ERISA, Retirement Planning, Management, Employee Benefits, Retirement
Education
Eastern Washington University 1990 — 1997
Bachelor of Arts, Finance
Aaron Shanks Aaron Shanks's Principal Financial Group Experience September 2011 - September 2012
Job Premier One Home Mortgage Consultant at Wells Fargo Home Mortgage NMLSR ID 977690
Industry Financial Services
Experience
Wells Fargo Home Mortgage January 2015 - Present
Wells Fargo Home Mortgage September 2012 - December 2014
Principal Financial Group September 2011 - September 2012
Medical Sales December 2010 - September 2011
Skills
Home Equity Loans, Refinance, Mortgage Originator, New Home Purchase, Fixed Annuities, Risk Management, Financial Services, 401k, Asset Allocation, Leadership, Mortgage Lending
Education
St. Ambrose University 1999 — 2001
Bachelor of Arts, General Business
Ellsworth Community College 1997 — 1999
Associate of Arts (AA), Business/Commerce, General, 3.4
The Davenport Central High School
Wells Fargo Home Mortgage January 2015 - Present
Wells Fargo Home Mortgage September 2012 - December 2014
Principal Financial Group September 2011 - September 2012
Medical Sales December 2010 - September 2011
Skills
Home Equity Loans, Refinance, Mortgage Originator, New Home Purchase, Fixed Annuities, Risk Management, Financial Services, 401k, Asset Allocation, Leadership, Mortgage Lending
Education
St. Ambrose University 1999 — 2001
Bachelor of Arts, General Business
Ellsworth Community College 1997 — 1999
Associate of Arts (AA), Business/Commerce, General, 3.4
The Davenport Central High School
Jeffrey Todd Lindsey Jeffrey Todd Lindsey's Principal Financial Group Experience January 2004 - December 2006
Job Lindsey Financial Group
Industry Financial Services
Experience
National Life Group January 2009 - December 2010
New York Life Insurance Company January 2006 - December 2008
Principal Financial Group January 2004 - December 2006
Phoenix Wealth Management January 2002 - December 2003
Northwestern Mutual January 1991 - December 2001
Sports Planinng Unlimited January 1991 - December 1992
Skills
Retirement, Fixed Annuities, Retirement Planning, Insurance
Education
Eastern Illinois University 1991 — 1992
BA, Public Relations
Southern Illinios University 1989 — 1991
PR
National Life Group January 2009 - December 2010
New York Life Insurance Company January 2006 - December 2008
Principal Financial Group January 2004 - December 2006
Phoenix Wealth Management January 2002 - December 2003
Northwestern Mutual January 1991 - December 2001
Sports Planinng Unlimited January 1991 - December 1992
Skills
Retirement, Fixed Annuities, Retirement Planning, Insurance
Education
Eastern Illinois University 1991 — 1992
BA, Public Relations
Southern Illinios University 1989 — 1991
PR
Jackie Mijol Jackie Mijol's Principal Financial Group Experience September 2015 - Present
Job Financial Advisor at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group September 2015 - Present
Merrill Lynch - Bank of America October 2008 - Present
Citi December 2012 - January 2014
Bank of America January 2008 - December 2012
Families for Effective Autism Treatment - North Texas January 2008 - 2012
DFW Fine Properties March 2005 - January 2009
Realty Capital Partners May 2007 - November 2007
Fidelity Investments January 1986 - May 2006
Universal Pensions, Inc. November 1998 - April 2000
Skills
Investment Properties, Wealth Management, Financial Planning, 401k, Real Estate, Asset Management, Property Management, Benefits, Retirement Planning, Estate Planning, Retirement, Pensions, IRA's, Residential, Profit Sharing, Investments, Defined Benefit, Rentals, Retirement Income..., Employee Benefits, Foreclosures, Real Estate Investment, Wealth, Mutual Funds, Insurance Planning, Asset Allocation, Deferred Compensation, Roth IRA, ERISA, Annuities, Private Banking, Investment Advisory, Life Insurance, Strategic Financial..., Financial Advisory, Securities, Financial Services, Insurance, Finance, Financial Planners, Fixed Annuities, IRAs, Management
Education
Eastern Illinois University 1981 — 1985
BS
Principal Financial Group September 2015 - Present
Merrill Lynch - Bank of America October 2008 - Present
Citi December 2012 - January 2014
Bank of America January 2008 - December 2012
Families for Effective Autism Treatment - North Texas January 2008 - 2012
DFW Fine Properties March 2005 - January 2009
Realty Capital Partners May 2007 - November 2007
Fidelity Investments January 1986 - May 2006
Universal Pensions, Inc. November 1998 - April 2000
Skills
Investment Properties, Wealth Management, Financial Planning, 401k, Real Estate, Asset Management, Property Management, Benefits, Retirement Planning, Estate Planning, Retirement, Pensions, IRA's, Residential, Profit Sharing, Investments, Defined Benefit, Rentals, Retirement Income..., Employee Benefits, Foreclosures, Real Estate Investment, Wealth, Mutual Funds, Insurance Planning, Asset Allocation, Deferred Compensation, Roth IRA, ERISA, Annuities, Private Banking, Investment Advisory, Life Insurance, Strategic Financial..., Financial Advisory, Securities, Financial Services, Insurance, Finance, Financial Planners, Fixed Annuities, IRAs, Management
Education
Eastern Illinois University 1981 — 1985
BS
John Roman's Principal Financial Group Experience June 2009 - August 2009
Job Product Manager HR Practice
Industry Research
Experience
CEB August 2012 - Present
Fairfax County Public Schools January 2013 - Present
CEB September 2011 - August 2012
CEB June 2010 - August 2010
Principal Financial Group June 2009 - August 2009
Apptis Corp June 2008 - August 2008
Vector Marketing July 2007 - August 2007
Vector Marketing June 2007 - August 2007
Skills
Salesforce.com, Cold Calling, Microsoft Office, SPSS, Strategic Communications, Recruiting, Sales, Social Media Marketing, Market Research, Business Development, Product Management, Marketing, Leadership, Social Networking, Time Management, Human Resources, Sales Presentations
Education
Elon University 2007 — 2011
Bachelors, Majors: International Business, Philosophy
Fairfax High School 2003 — 2007
CEB August 2012 - Present
Fairfax County Public Schools January 2013 - Present
CEB September 2011 - August 2012
CEB June 2010 - August 2010
Principal Financial Group June 2009 - August 2009
Apptis Corp June 2008 - August 2008
Vector Marketing July 2007 - August 2007
Vector Marketing June 2007 - August 2007
Skills
Salesforce.com, Cold Calling, Microsoft Office, SPSS, Strategic Communications, Recruiting, Sales, Social Media Marketing, Market Research, Business Development, Product Management, Marketing, Leadership, Social Networking, Time Management, Human Resources, Sales Presentations
Education
Elon University 2007 — 2011
Bachelors, Majors: International Business, Philosophy
Fairfax High School 2003 — 2007
Doug Hodgson Doug Hodgson's Principal Financial Group Experience September 2012 - Present
Job Counsel Annuities at Principal Financial Group
Industry Insurance
Experience
Principal Financial Group September 2012 - Present
Principal Financial Group August 2011 - September 2012
American Enterprise Group September 2006 - August 2011
Iowa Air National Guard 2006 - 2008
United States Army Reserve 1998 - 2006
Turner Law Offices 1998 - 2003
Berenstein Law Firm 1995 - 1998
Skills
Variable Annuities, Securities Law, Fixed Annuities, Insurance, Litigation, Strategic Planning, Risk Management, Corporate Law, Corporate Governance, Contract Negotiation, Litigation Management, Commercial Litigation, Civil Litigation, Negotiation, Public Speaking
Education
Drake University Law School 1992 — 1995
JD
University of Iowa 1987 — 1991
Bachelor of Business Administration (B.B.A.), Finance, General
Principal Financial Group September 2012 - Present
Principal Financial Group August 2011 - September 2012
American Enterprise Group September 2006 - August 2011
Iowa Air National Guard 2006 - 2008
United States Army Reserve 1998 - 2006
Turner Law Offices 1998 - 2003
Berenstein Law Firm 1995 - 1998
Skills
Variable Annuities, Securities Law, Fixed Annuities, Insurance, Litigation, Strategic Planning, Risk Management, Corporate Law, Corporate Governance, Contract Negotiation, Litigation Management, Commercial Litigation, Civil Litigation, Negotiation, Public Speaking
Education
Drake University Law School 1992 — 1995
JD
University of Iowa 1987 — 1991
Bachelor of Business Administration (B.B.A.), Finance, General
Kevin M. Drew Kevin M. Drew's Principal Financial Group Experience June 2011 - Present
Job Financial Services Representative
Industry Financial Services
Experience
Principal Financial Group June 2011 - Present
Thomas and Maureen Drew Walk for a Cure March 2010 - Present
The Heartland Group May 2009 - June 2011
Morgan Stanley 2007 - 2009
Fremont Investment & Loan 2003 - 2007
Skills
Investments, Asset Managment, New Business Development, Leadership, Management, Financial Services, Sales, Finance, Life Insurance, Financial Planning, Disability Insurance, Financial Advisory, Team Building
Education
University of Iowa 1994 — 1999
Naperville Central High School 1990 — 1994
Eastern Illinois University
Principal Financial Group June 2011 - Present
Thomas and Maureen Drew Walk for a Cure March 2010 - Present
The Heartland Group May 2009 - June 2011
Morgan Stanley 2007 - 2009
Fremont Investment & Loan 2003 - 2007
Skills
Investments, Asset Managment, New Business Development, Leadership, Management, Financial Services, Sales, Finance, Life Insurance, Financial Planning, Disability Insurance, Financial Advisory, Team Building
Education
University of Iowa 1994 — 1999
Naperville Central High School 1990 — 1994
Eastern Illinois University
Schwarze Mary Schwarze Mary's Principal Financial Group Experience 2005 - Present
Job Counsel at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group 2005 - Present
Grefe & Sidney, P.L.C. 1996 - 2005
Education
Drake University Law School
University of Iowa
Principal Financial Group 2005 - Present
Grefe & Sidney, P.L.C. 1996 - 2005
Education
Drake University Law School
University of Iowa
Daniel Kluger's Principal Financial Group Experience June 2015 - August 2015
Job Management Intern at Durham Performing Arts Center
Industry Financial Services
Experience
Durham Performing Arts Center August 2015 - Present
Principal Financial Group June 2015 - August 2015
Blackstone Entrepreneurs Network North Carolina 2014 - 2014
Covis Pharmaceuticals June 2013 - August 2013
Preston Animal Hospital June 2012 - August 2012
Camp Bauercrest June 2011 - August 2011
Skills
Corporate Finance, Microsoft Excel, Entrepreneurship, Pharmaceutical Industry, Microsoft Office, PowerPoint, Public Speaking, Social Media, Microsoft Word, Customer Service, Research, Event Planning, Social Networking, Leadership, Project Management, Team Management, Consulting, Teamwork
Education
Elon University 2011 — 2015
Bachelor’s Degree, Finance
Walt Whitman High School
Durham Performing Arts Center August 2015 - Present
Principal Financial Group June 2015 - August 2015
Blackstone Entrepreneurs Network North Carolina 2014 - 2014
Covis Pharmaceuticals June 2013 - August 2013
Preston Animal Hospital June 2012 - August 2012
Camp Bauercrest June 2011 - August 2011
Skills
Corporate Finance, Microsoft Excel, Entrepreneurship, Pharmaceutical Industry, Microsoft Office, PowerPoint, Public Speaking, Social Media, Microsoft Word, Customer Service, Research, Event Planning, Social Networking, Leadership, Project Management, Team Management, Consulting, Teamwork
Education
Elon University 2011 — 2015
Bachelor’s Degree, Finance
Walt Whitman High School
Pamela Goforth, CEBS's Principal Financial Group Experience February 1997 - Present
Job Retirement Plan Specialist/Senior Account Executive
Industry Financial Services
Experience
Principal Financial Group February 1997 - Present
Skills
401k, Retirement Planning, Customer Service, Account Management, Retirement, Plan Design, Financial Services, Executive Benefits..., 403(b), Defined Benefit Plans, Deferred Compensation...
Education
Eastern Michigan University 1994 — 1996
B.S., Organizational Communication
Principal Financial Group February 1997 - Present
Skills
401k, Retirement Planning, Customer Service, Account Management, Retirement, Plan Design, Financial Services, Executive Benefits..., 403(b), Defined Benefit Plans, Deferred Compensation...
Education
Eastern Michigan University 1994 — 1996
B.S., Organizational Communication
Ron Bolakowski's Principal Financial Group Experience September 2010 - December 2010
Job SCM Consultant at University of Missouri
Industry Hospital & Health Care
Experience
University of Missouri October 2014 - Present
Children's Hospital Colorado November 2013 - October 2014
Seton Healthcare Family January 2013 - October 2013
PwC September 2010 - January 2013
Baptist Health South Florida located in Miami, Florida May 2012 - December 2012
The Methodist Hospital System February 2012 - May 2012
MD Anderson Cancer Center December 2010 - January 2012
Principal Financial Group September 2010 - December 2010
Provisur Technologies Inc April 2008 - September 2010
Aon Hewitt January 2003 - April 2008
Skills
PeopleSoft, SDLC, Program Management, Business Requirements, Supply Chain Management, Inventory Management, ERP, Business Intelligence, Purchasing Processes, Purchase Contracts, Analysis, Change Management, Software Documentation, Data Conversion, Requirements Analysis, Requirements Gathering, Testing
Education
Eastern Illinois University 1991 — 1996
BA, Business Marketing
University of Missouri October 2014 - Present
Children's Hospital Colorado November 2013 - October 2014
Seton Healthcare Family January 2013 - October 2013
PwC September 2010 - January 2013
Baptist Health South Florida located in Miami, Florida May 2012 - December 2012
The Methodist Hospital System February 2012 - May 2012
MD Anderson Cancer Center December 2010 - January 2012
Principal Financial Group September 2010 - December 2010
Provisur Technologies Inc April 2008 - September 2010
Aon Hewitt January 2003 - April 2008
Skills
PeopleSoft, SDLC, Program Management, Business Requirements, Supply Chain Management, Inventory Management, ERP, Business Intelligence, Purchasing Processes, Purchase Contracts, Analysis, Change Management, Software Documentation, Data Conversion, Requirements Analysis, Requirements Gathering, Testing
Education
Eastern Illinois University 1991 — 1996
BA, Business Marketing
Clare Tande's Principal Financial Group Experience March 1997 - August 2000
Job General Counsel at Hammel, Green and Abrahamson, Inc.
Industry Architecture & Planning
Experience
Hammel, Green and Abrahamson, Inc. March 2010 - Present
Hammel, Green and Abrahamson, Inc. May 2001 - February 2010
Principal Financial Group March 1997 - August 2000
Kutak Rock 1990 - 1997
Education
Duke University School of Law 1987 — 1990
University of Nebraska-Lincoln 1983 — 1987
BA, Political Science
Hammel, Green and Abrahamson, Inc. March 2010 - Present
Hammel, Green and Abrahamson, Inc. May 2001 - February 2010
Principal Financial Group March 1997 - August 2000
Kutak Rock 1990 - 1997
Education
Duke University School of Law 1987 — 1990
University of Nebraska-Lincoln 1983 — 1987
BA, Political Science
John Oney's Principal Financial Group Experience February 2008 - January 2009
Job FP&A Manager at ConvaTec
Industry Financial Services
Experience
ConvaTec July 2014 - Present
Fidelity Investments January 2009 - July 2014
Principal Financial Group February 2008 - January 2009
Wells Fargo Investments March 2002 - October 2007
Harris Investorline 1999 - 2002
Skills
Investments, Financial Services, Financial Analysis, Equities, Fixed Income, Banking, Wealth Management, Bonds, Financial Risk, Accounting, Financial Forecasting, Manufacturing, Manufacturing Finance
Education
East Carolina University 2010 — 2013
MBA, Management Information Systems
University of Oregon - Charles H. Lundquist College of Business 1994 — 1998
B.S., Business Administration with Finance concentration
ConvaTec July 2014 - Present
Fidelity Investments January 2009 - July 2014
Principal Financial Group February 2008 - January 2009
Wells Fargo Investments March 2002 - October 2007
Harris Investorline 1999 - 2002
Skills
Investments, Financial Services, Financial Analysis, Equities, Fixed Income, Banking, Wealth Management, Bonds, Financial Risk, Accounting, Financial Forecasting, Manufacturing, Manufacturing Finance
Education
East Carolina University 2010 — 2013
MBA, Management Information Systems
University of Oregon - Charles H. Lundquist College of Business 1994 — 1998
B.S., Business Administration with Finance concentration
Smith, Timothy's Principal Financial Group Experience 2002 - 2004
Job Director at Parks Automotive Group
Industry Management Consulting
Experience
The Parks Automotive Group - a division of Parks Holdings 2014 - 2015
Parks Holdings 2011 - 2013
Dow Jones & Co., Inc. 2006 - 2010
Charles Schwab 2005 - 2005
Principal Financial Group 2002 - 2004
Skills
Investments, Leadership, Process Improvement, Financial Modeling, Financial Analysis, Analysis, Finance, Data Analysis, Cross-functional Team..., Management, Business Strategy, Strategy, Strategic Planning, Analytics, Forecasting, Consulting, Marketing, Microsoft Office, Project Management, Program Management, Risk Management, Business Analysis, Public Speaking, Microsoft Excel, Marketing Strategy, PowerPoint, Budgeting, Financial Planning, Budgets, Market Research, Six Sigma, Pricing, Research, Corporate Finance, Management Consulting, Team Building, Leadership Development, Team Leadership, Competitive Analysis, Sales Management, Microsoft Word, Valuation, Segmentation, Training, Portfolio Management, Business Planning, Business Process..., Mergers & Acquisitions, CRM, Change Management
Education
Wake Forest University - Babcock Graduate School of Management 2010 — 2012
MBA, DUAL CONCENTRATION: Business Analytics and Operations
Elon University - Martha and Spencer Love School of Business
BS, Finance
Watkins Mill High School
High School Diploma, General
The Parks Automotive Group - a division of Parks Holdings 2014 - 2015
Parks Holdings 2011 - 2013
Dow Jones & Co., Inc. 2006 - 2010
Charles Schwab 2005 - 2005
Principal Financial Group 2002 - 2004
Skills
Investments, Leadership, Process Improvement, Financial Modeling, Financial Analysis, Analysis, Finance, Data Analysis, Cross-functional Team..., Management, Business Strategy, Strategy, Strategic Planning, Analytics, Forecasting, Consulting, Marketing, Microsoft Office, Project Management, Program Management, Risk Management, Business Analysis, Public Speaking, Microsoft Excel, Marketing Strategy, PowerPoint, Budgeting, Financial Planning, Budgets, Market Research, Six Sigma, Pricing, Research, Corporate Finance, Management Consulting, Team Building, Leadership Development, Team Leadership, Competitive Analysis, Sales Management, Microsoft Word, Valuation, Segmentation, Training, Portfolio Management, Business Planning, Business Process..., Mergers & Acquisitions, CRM, Change Management
Education
Wake Forest University - Babcock Graduate School of Management 2010 — 2012
MBA, DUAL CONCENTRATION: Business Analytics and Operations
Elon University - Martha and Spencer Love School of Business
BS, Finance
Watkins Mill High School
High School Diploma, General
Vincent George's Principal Financial Group Experience February 2003 - March 2004
Job Protocol Specialist at U.S. Army
Industry Military
Experience
U.S. Army April 2015 - Present
U.S. Army September 2013 - Present
Benefits Data Trust July 2011 - May 2013
A Plus Tutoring November 2010 - May 2011
Peace Corps January 2007 - March 2009
Principal Financial Group February 2003 - March 2004
Delaware Investments January 2002 - February 2004
Temple University's Small Business Development Center June 2001 - September 2002
Skills
Non-profits, Program Management, Community Development, Grant Writing, International..., Capacity Building, Training, Program Development, Nonprofits, Community Outreach, Strategy, Microsoft Office, Organizational..., Research
Education
Drexel University 2010 — 2012
Master of Science in Public Policy, Public Policy
Temple University - Fox School of Business and Management 1997 — 2001
BBA, Marketing
U.S. Army April 2015 - Present
U.S. Army September 2013 - Present
Benefits Data Trust July 2011 - May 2013
A Plus Tutoring November 2010 - May 2011
Peace Corps January 2007 - March 2009
Principal Financial Group February 2003 - March 2004
Delaware Investments January 2002 - February 2004
Temple University's Small Business Development Center June 2001 - September 2002
Skills
Non-profits, Program Management, Community Development, Grant Writing, International..., Capacity Building, Training, Program Development, Nonprofits, Community Outreach, Strategy, Microsoft Office, Organizational..., Research
Education
Drexel University 2010 — 2012
Master of Science in Public Policy, Public Policy
Temple University - Fox School of Business and Management 1997 — 2001
BBA, Marketing
Jamie Denmark's Principal Financial Group Experience October 1997 - February 2001
Job Client Manager at Vizant
Industry Financial Services
Experience
Vizant Technologies November 2005 - Present
Accra-Fab, Inc August 2004 - March 2005
Bank of America January 2004 - March 2005
Principal Financial Group October 1997 - February 2001
Skills
Strategic Planning
Education
Eastern Washington University 1998 — 2002
B.A., Finance, Gen. Mgmt, HR Mgmt
Central Valley 1989 — 1992
Central Valley High School 1989 — 1992
Vizant Technologies November 2005 - Present
Accra-Fab, Inc August 2004 - March 2005
Bank of America January 2004 - March 2005
Principal Financial Group October 1997 - February 2001
Skills
Strategic Planning
Education
Eastern Washington University 1998 — 2002
B.A., Finance, Gen. Mgmt, HR Mgmt
Central Valley 1989 — 1992
Central Valley High School 1989 — 1992
Jasper (Jack) Watson's Principal Financial Group Experience May 2015 - Present
Job President at Covenant FP
Industry Financial Services
Experience
Covenant FP May 2015 - Present
Principal Financial Group May 2015 - Present
Waddell & Reed October 2014 - May 2015
Ameriprise Financial Services, Inc. July 2012 - October 2014
One Hope Center/Hope Cafe's April 2008 - October 2012
Skills
Public Speaking, Investments, Marketing, Nonprofits, Strategic Planning, Social Media, Leadership Development, Leadership, Team Building, Financial Advisory, Financial Planning, 401(K), 403 (b), SEP &..., Annuities (Variable &..., Asset Allocation, Business Contiuation..., Business Overhead..., Buy-Sell Agreements, Charitable Giving, College Funding..., Deferred Compensation..., Disability Income..., Estate Planning, Executive Benefits..., Financial Needs Analysis, Income Protection, Informal Business..., IRA's (Traditional &..., Key Person Insurance, Long Term Care Insurance, Mutual Funds, Pension Plans, Retirement Planning, Series 7 and Series 66..., Spilt Dollar Plans, Supplemental Retirement..., Survivor Income, Tax-Deferred Savings, Term Life Insurance, Universal Life Insurance, Wellness Programs, Wealth Accumulation, Whole Life Insurance
Education
Drew University
Doctorate, Theology
Irmo High School
Southeastern Baptist Theological Seminary
MDiv
University of South Carolina-Columbia
BA, Government and International Studies and Marketing
Covenant FP May 2015 - Present
Principal Financial Group May 2015 - Present
Waddell & Reed October 2014 - May 2015
Ameriprise Financial Services, Inc. July 2012 - October 2014
One Hope Center/Hope Cafe's April 2008 - October 2012
Skills
Public Speaking, Investments, Marketing, Nonprofits, Strategic Planning, Social Media, Leadership Development, Leadership, Team Building, Financial Advisory, Financial Planning, 401(K), 403 (b), SEP &..., Annuities (Variable &..., Asset Allocation, Business Contiuation..., Business Overhead..., Buy-Sell Agreements, Charitable Giving, College Funding..., Deferred Compensation..., Disability Income..., Estate Planning, Executive Benefits..., Financial Needs Analysis, Income Protection, Informal Business..., IRA's (Traditional &..., Key Person Insurance, Long Term Care Insurance, Mutual Funds, Pension Plans, Retirement Planning, Series 7 and Series 66..., Spilt Dollar Plans, Supplemental Retirement..., Survivor Income, Tax-Deferred Savings, Term Life Insurance, Universal Life Insurance, Wellness Programs, Wealth Accumulation, Whole Life Insurance
Education
Drew University
Doctorate, Theology
Irmo High School
Southeastern Baptist Theological Seminary
MDiv
University of South Carolina-Columbia
BA, Government and International Studies and Marketing
Wes Goodner's Principal Financial Group Experience August 2005 - April 2007
Job Federal Account Executive at Panasas
Industry Information Technology and Services
Experience
Panasas June 2015 - Present
Three Wire Systems January 2014 - February 2015
EMC June 2013 - December 2013
Merlin International January 2012 - May 2013
Merlin International August 2008 - December 2011
NetApp April 2007 - August 2008
Principal Financial Group August 2005 - April 2007
USAA November 2003 - July 2005
Skills
Storage, Cloud Computing, Solution Selling, Salesforce.com, Enterprise Software, SaaS, Account Management, Virtualization, Business Analysis, New Business Development, Business Development, Business Alliances, Security, Direct Sales, SDLC, Sales, Storage Area Networks, Vendor Management, Management, Sales Operations, Sales Process
Education
Duke University 1997 — 2001
Bachelor of Arts (B.A.), Sociology
Panasas June 2015 - Present
Three Wire Systems January 2014 - February 2015
EMC June 2013 - December 2013
Merlin International January 2012 - May 2013
Merlin International August 2008 - December 2011
NetApp April 2007 - August 2008
Principal Financial Group August 2005 - April 2007
USAA November 2003 - July 2005
Skills
Storage, Cloud Computing, Solution Selling, Salesforce.com, Enterprise Software, SaaS, Account Management, Virtualization, Business Analysis, New Business Development, Business Development, Business Alliances, Security, Direct Sales, SDLC, Sales, Storage Area Networks, Vendor Management, Management, Sales Operations, Sales Process
Education
Duke University 1997 — 2001
Bachelor of Arts (B.A.), Sociology
Dayrel Gates's Principal Financial Group Experience July 2000 - Present
Job Sr. I/T analyst at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group July 2000 - Present
Hallmark Cards 1989 - 2000
Cerner Corporation 1988 - 1989
Nazarene Publishing House 1985 - 1988
Skills
COBOL, JCL, VSAM, Xpediter, SPUFI, CICS, Fileaid, Informatica, DB2, Business Objects, SDLC, Mainframe, SQL, Data Warehousing, Oracle, Intertest, QMF
Education
University of Missouri-Kansas City 1985 — 1988
BBA, Business/Information Systems
Drury University 1975 — 1979
Bachelor of Arts (B.A.), Biology, Chemistry
Principal Financial Group July 2000 - Present
Hallmark Cards 1989 - 2000
Cerner Corporation 1988 - 1989
Nazarene Publishing House 1985 - 1988
Skills
COBOL, JCL, VSAM, Xpediter, SPUFI, CICS, Fileaid, Informatica, DB2, Business Objects, SDLC, Mainframe, SQL, Data Warehousing, Oracle, Intertest, QMF
Education
University of Missouri-Kansas City 1985 — 1988
BBA, Business/Information Systems
Drury University 1975 — 1979
Bachelor of Arts (B.A.), Biology, Chemistry
Laura Birkenholtz's Principal Financial Group Experience September 1990 - Present
Job Counsel at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group September 1990 - Present
Skills
Corporate Governance, Securities, Corporate Law, Estate Planning, Insurance, Commercial Litigation, Mergers & Acquisitions, Legal Writing, Mutual Funds, Legal Research, Financial Services, Litigation
Education
Drake University Law School 1991 — 1995
Principal Financial Group September 1990 - Present
Skills
Corporate Governance, Securities, Corporate Law, Estate Planning, Insurance, Commercial Litigation, Mergers & Acquisitions, Legal Writing, Mutual Funds, Legal Research, Financial Services, Litigation
Education
Drake University Law School 1991 — 1995
Eric McCallister's Principal Financial Group Experience June 1999 - September 2003
Job Owner/Photographer at Eric McCallister Photography
Industry Design
Experience
Eric McCallister Photography 2006 - Present
Pax World Funds January 2007 - February 2013
Citizens Advisers September 2003 - February 2007
Principal Financial Group June 1999 - September 2003
HERCO 1999 - 1999
Skills
Photography, Portrait Photography, Commercial Photography, Advertising, Social Media, Website Development, Graphic Design
Education
Elizabethtown College 1995 — 1999
Bachelor of Science (BS), Business Administration and Management, General
Eric McCallister Photography 2006 - Present
Pax World Funds January 2007 - February 2013
Citizens Advisers September 2003 - February 2007
Principal Financial Group June 1999 - September 2003
HERCO 1999 - 1999
Skills
Photography, Portrait Photography, Commercial Photography, Advertising, Social Media, Website Development, Graphic Design
Education
Elizabethtown College 1995 — 1999
Bachelor of Science (BS), Business Administration and Management, General
Brian Mazur's Principal Financial Group Experience June 2015 - Present
Job Financial Services Representative at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group June 2015 - Present
MAZURBK LLC February 2014 - June 2015
The Art Institute of Jacksonville February 2010 - February 2014
The Art Institute of Atlanta - Decatur November 2007 - January 2010
The Art Institute of California - Orange County March 2000 - December 2007
Skills
401k, 403 b, SEP IRA, Simple IRA, Fixed Annuities, Variable Annuities, Asset Allocation, Business Continuation..., Business Overhead..., Buy-sell Agreements, Buy-Sell Review, Charitable Giving, College Funding..., Deferred Compensation..., Dental Insurance, Disability Income..., Estate Planning, Executive Benefit..., Financial Needs Analysis, Income Protection, Informal Business..., Roth IRA, Traditional IRA, Key Person Insurance, Long Term Care Insurance, Mutual Funds, Pension Plans, Retirement Planning, Salary Continuation, Series 6, Split Dollar Plans, Supplemental Retirement..., Survivor Income, Tax Deferred Savings, Term Life Insurance, Universal Life Insurance, Wellness Programs, Wealth Accumulation, Whole Life Insurance
Education
Duquesne University 1991 — 1993
MBA, Finance
Penn State University 1987 — 1991
BS, Accounting
Principal Financial Group June 2015 - Present
MAZURBK LLC February 2014 - June 2015
The Art Institute of Jacksonville February 2010 - February 2014
The Art Institute of Atlanta - Decatur November 2007 - January 2010
The Art Institute of California - Orange County March 2000 - December 2007
Skills
401k, 403 b, SEP IRA, Simple IRA, Fixed Annuities, Variable Annuities, Asset Allocation, Business Continuation..., Business Overhead..., Buy-sell Agreements, Buy-Sell Review, Charitable Giving, College Funding..., Deferred Compensation..., Dental Insurance, Disability Income..., Estate Planning, Executive Benefit..., Financial Needs Analysis, Income Protection, Informal Business..., Roth IRA, Traditional IRA, Key Person Insurance, Long Term Care Insurance, Mutual Funds, Pension Plans, Retirement Planning, Salary Continuation, Series 6, Split Dollar Plans, Supplemental Retirement..., Survivor Income, Tax Deferred Savings, Term Life Insurance, Universal Life Insurance, Wellness Programs, Wealth Accumulation, Whole Life Insurance
Education
Duquesne University 1991 — 1993
MBA, Finance
Penn State University 1987 — 1991
BS, Accounting
David S Mandel's Principal Financial Group Experience May 1992 - May 2005
Job Masters in Forensic Accounting
Industry Accounting
Experience
Amerihealth Mercy May 2012 - August 2015
Chelsea Financial Group November 2010 - March 2011
Gold,Gocial,Gerstein November 2008 - May 2009
Schwartz,Lassin,Harris LTD January 2008 - August 2008
Daniel A. Winters, CPA May 2005 - December 2005
JF Molloy & Assoc May 1992 - May 2005
Principal Financial Group May 1992 - May 2005
Skills
Accounting, Auditing, QuickBooks, Tax, Tax Preparation, Payroll, Financial Statements, Corporate Tax, Bookkeeping, Training, Bank Reconciliation, Customer Service, Assurance, Management, Finance, Accounts Payable, Accounts Receivable
Education
New England College 2012 — 2014
Master's degree, Forensic Accounting
Drexel University - College of Business and Administration 1984 — 2003
BSBA, Accounting
Amerihealth Mercy May 2012 - August 2015
Chelsea Financial Group November 2010 - March 2011
Gold,Gocial,Gerstein November 2008 - May 2009
Schwartz,Lassin,Harris LTD January 2008 - August 2008
Daniel A. Winters, CPA May 2005 - December 2005
JF Molloy & Assoc May 1992 - May 2005
Principal Financial Group May 1992 - May 2005
Skills
Accounting, Auditing, QuickBooks, Tax, Tax Preparation, Payroll, Financial Statements, Corporate Tax, Bookkeeping, Training, Bank Reconciliation, Customer Service, Assurance, Management, Finance, Accounts Payable, Accounts Receivable
Education
New England College 2012 — 2014
Master's degree, Forensic Accounting
Drexel University - College of Business and Administration 1984 — 2003
BSBA, Accounting
Lisa Geiss's Principal Financial Group Experience August 2004 - September 2005
Job Accounting Specialist at Horizon Credit Union
Industry Accounting
Experience
Horizon Credit Union September 2010 - Present
AmericanWest Bank June 2007 - August 2007
Becker CPA Review September 2006 - June 2007
Principal Financial Group August 2004 - September 2005
Foothills Lincoln Mercury Mazda August 2003 - January 2004
Humanix, Provisional and Anderson Peretti June 2002 - August 2003
HomeStreet Bank August 1989 - April 2002
Education
Eastern Washington University 2005 — 2008
B.A. Business Administration, Accounting
Spokane Falls Community College 2002 — 2003
Accounting Certificate, Accounting
Horizon Credit Union September 2010 - Present
AmericanWest Bank June 2007 - August 2007
Becker CPA Review September 2006 - June 2007
Principal Financial Group August 2004 - September 2005
Foothills Lincoln Mercury Mazda August 2003 - January 2004
Humanix, Provisional and Anderson Peretti June 2002 - August 2003
HomeStreet Bank August 1989 - April 2002
Education
Eastern Washington University 2005 — 2008
B.A. Business Administration, Accounting
Spokane Falls Community College 2002 — 2003
Accounting Certificate, Accounting
Shelley Bond's Principal Financial Group Experience 1994 - 1995
Job Crop insurance underwriter with Rain and Hail LLC
Industry Insurance
Experience
Rain and Hail LLC June 2013 - Present
Northwest Farm Credit Services February 2005 - May 2013
Principal Financial Group 1994 - 1995
Principal Financial Group 1994 - 1995
Principal Financial Group 1994 - 1995
Skills
Loans, credit analysis, review..., underwriting home loans..., review and underwrite..., Banking, Construction Loans, Loan Origination, Credit Analysis, Mortgage Lending, Real Estate, Credit, Underwriting, Risk Management, Consumer Lending, Financial Analysis, Mortgage Banking, Refinance, Insurance, Lines Of Credit, Commercial Lending, Small Business Lending
Education
EWU 1980 — 1983
BA, Business
Eastern Washington University 1980 — 1983
BA, Business
SFCC 1978 — 1980
AAS, Business
Rain and Hail LLC June 2013 - Present
Northwest Farm Credit Services February 2005 - May 2013
Principal Financial Group 1994 - 1995
Principal Financial Group 1994 - 1995
Principal Financial Group 1994 - 1995
Skills
Loans, credit analysis, review..., underwriting home loans..., review and underwrite..., Banking, Construction Loans, Loan Origination, Credit Analysis, Mortgage Lending, Real Estate, Credit, Underwriting, Risk Management, Consumer Lending, Financial Analysis, Mortgage Banking, Refinance, Insurance, Lines Of Credit, Commercial Lending, Small Business Lending
Education
EWU 1980 — 1983
BA, Business
Eastern Washington University 1980 — 1983
BA, Business
SFCC 1978 — 1980
AAS, Business
Timothy Dwyer, CFP's Principal Financial Group Experience January 1984 - Present
Job Princor Registered Representative/Financial Advisor
Industry Financial Services
Experience
Principal Financial Group January 1984 - Present
GTE Sylvania March 1978 - January 1984
Skills
Insurance, Retirement Planning, Finance, Risk Management, Retirement, Financial Services, Sales, Life Insurance, Financial Advisory, Series 7, Mutual Funds, Fixed Annuities, Series 63, Strategic Planning, Disability Insurance, New Business Development, 401k, Estate Planning, Securities, Strategic Financial..., Uniform Combined State..., Employee Benefits, Negotiation, Forecasting, Leadership, Customer Service, Financial Analysis, Retail, Marketing, Portfolio Management, Mortgage Lending, Fixed Income, Wealth Accumulation, Account Management, Asset Management, Investment Management, Asset Allocation, Wealth Management, Wealth Management..., Series 6, Financial Modeling, Real Estate, Team Building, Valuation, Process Improvement, Financial Reporting, Investments
Education
Villanova University 1971 — 1975
BS, Business Administration
Drexel University 1975 — 1980
MBA, Financial Management
LaSalle College High School 1967 — 1971
Principal Financial Group January 1984 - Present
GTE Sylvania March 1978 - January 1984
Skills
Insurance, Retirement Planning, Finance, Risk Management, Retirement, Financial Services, Sales, Life Insurance, Financial Advisory, Series 7, Mutual Funds, Fixed Annuities, Series 63, Strategic Planning, Disability Insurance, New Business Development, 401k, Estate Planning, Securities, Strategic Financial..., Uniform Combined State..., Employee Benefits, Negotiation, Forecasting, Leadership, Customer Service, Financial Analysis, Retail, Marketing, Portfolio Management, Mortgage Lending, Fixed Income, Wealth Accumulation, Account Management, Asset Management, Investment Management, Asset Allocation, Wealth Management, Wealth Management..., Series 6, Financial Modeling, Real Estate, Team Building, Valuation, Process Improvement, Financial Reporting, Investments
Education
Villanova University 1971 — 1975
BS, Business Administration
Drexel University 1975 — 1980
MBA, Financial Management
LaSalle College High School 1967 — 1971
William Nutty's Principal Financial Group Experience January 1997 - January 2009
Job Sr. Research and Communications Administrator at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group January 1997 - January 2009
Education
Drake University Law School 2001 — 2006
Juris Doctor, Law with a legislative practice specialty
Principal Financial Group January 1997 - January 2009
Education
Drake University Law School 2001 — 2006
Juris Doctor, Law with a legislative practice specialty
Claudia Dollmeyer's Principal Financial Group Experience September 1987 - February 1992
Job Owner, Mary Kay Cosmetics
Industry Cosmetics
Experience
Mary Kay cosmetics August 1986 - Present
Kohl's Department Stores September 2007 - September 2008
Cowhey Gudmundson Leder, Ltd. 2008 - 2008
Principal Financial Group September 1987 - February 1992
National Brush Co January 1985 - September 1987
ROW Windows April 1983 - October 1984
Education
Elgin Community College 1997 — 1998
GED, General
West Aurora High School 1978 — 1981
General
Mary Kay cosmetics August 1986 - Present
Kohl's Department Stores September 2007 - September 2008
Cowhey Gudmundson Leder, Ltd. 2008 - 2008
Principal Financial Group September 1987 - February 1992
National Brush Co January 1985 - September 1987
ROW Windows April 1983 - October 1984
Education
Elgin Community College 1997 — 1998
GED, General
West Aurora High School 1978 — 1981
General
Brenda Couser's Principal Financial Group Experience January 2009 - March 2012
Job Senior Account Manager at Wellmark Blue Cross and Blue Shield
Industry Insurance
Experience
Wellmark Blue Cross and Blue Shield January 2014 - Present
First Administrators, Inc. June 2012 - January 2014
Principal Financial Group January 2009 - March 2012
Principal Financial Group January 1999 - December 2008
Principal Financial Group January 1990 - December 1998
Skills
Claims, Health Insurance, Employee Benefits, Customer Service, Insurance, Claim, Managed Care, Healthcare, Benefits Administration, Human Resources, Disability Insurance, Call Centers, Workers Compensation, Life Insurance, Leadership, Process Improvement, Sales
Education
Iowa State University
Bachelor of Business Administration (BBA), Management
Ellsworth Community College
Wellmark Blue Cross and Blue Shield January 2014 - Present
First Administrators, Inc. June 2012 - January 2014
Principal Financial Group January 2009 - March 2012
Principal Financial Group January 1999 - December 2008
Principal Financial Group January 1990 - December 1998
Skills
Claims, Health Insurance, Employee Benefits, Customer Service, Insurance, Claim, Managed Care, Healthcare, Benefits Administration, Human Resources, Disability Insurance, Call Centers, Workers Compensation, Life Insurance, Leadership, Process Improvement, Sales
Education
Iowa State University
Bachelor of Business Administration (BBA), Management
Ellsworth Community College
Bruce Ratliff's Principal Financial Group Experience August 2015 - Present
Job HR Compensation Intern at Spectrum Brands
Industry Human Resources
Experience
Principal Financial Group August 2015 - Present
Spectrum Brands June 2014 - August 2014
Wells Fargo 2013 - 2013
Wells Fargo Home Mortgage 2011 - 2011
Skills
Customer Service, Leadership, Microsoft Office, Event Planning, Microsoft Excel, Leadership Development, Human Resources, PeopleSoft, PowerPoint, Microsoft Word, Time Management, Workday, Strategic Planning, Management, Research, Training, Team Leadership, Team Building, Analysis, Sales, Kronos, IBM Kenexa CompAnalyst, ADP Enterprise HR V4, Compensation Structures, Community Service
Education
Western Illinois University
Bachelor's degree, Human Resources Management and Services
Eastern Illinois University 2007 — 2011
Bachelor of Science (B.S.), Business Administration and Management, General
Principal Financial Group August 2015 - Present
Spectrum Brands June 2014 - August 2014
Wells Fargo 2013 - 2013
Wells Fargo Home Mortgage 2011 - 2011
Skills
Customer Service, Leadership, Microsoft Office, Event Planning, Microsoft Excel, Leadership Development, Human Resources, PeopleSoft, PowerPoint, Microsoft Word, Time Management, Workday, Strategic Planning, Management, Research, Training, Team Leadership, Team Building, Analysis, Sales, Kronos, IBM Kenexa CompAnalyst, ADP Enterprise HR V4, Compensation Structures, Community Service
Education
Western Illinois University
Bachelor's degree, Human Resources Management and Services
Eastern Illinois University 2007 — 2011
Bachelor of Science (B.S.), Business Administration and Management, General
Becky Stich's Principal Financial Group Experience November 2007 - Present
Job Business Analyst IV at Principal Financial Group
Industry Investment Management
Experience
Principal Financial Group November 2007 - Present
Principal Financial Group 2004 - 2007
Principal Financial Group 2000 - 2004
Carreker- Antinori 1998 - 1999
Federal Reserve Bank of Atlanta 1997 - 1998
Federal Reserve Bank of Atlanta 1997 - 1998
Perot Systems Corporation 1995 - 1997
K-RAM Corporation 1994 - 1995
Principal Financial Group 1991 - 1994
Wells Fargo Corporate Service 1990 - 1991
Skills
Business Analysis, Software Documentation, MS Project, Quality Assurance, PMP, Process Improvement, Project Management, Analysis, Management, Testing, Project Portfolio..., Business Requirements, Software Development, Budgets, Test Planning
Education
Eastern Illinois University 1984 — 1987
Bachelor of Science, Marketing and Psychology
Principal Financial Group November 2007 - Present
Principal Financial Group 2004 - 2007
Principal Financial Group 2000 - 2004
Carreker- Antinori 1998 - 1999
Federal Reserve Bank of Atlanta 1997 - 1998
Federal Reserve Bank of Atlanta 1997 - 1998
Perot Systems Corporation 1995 - 1997
K-RAM Corporation 1994 - 1995
Principal Financial Group 1991 - 1994
Wells Fargo Corporate Service 1990 - 1991
Skills
Business Analysis, Software Documentation, MS Project, Quality Assurance, PMP, Process Improvement, Project Management, Analysis, Management, Testing, Project Portfolio..., Business Requirements, Software Development, Budgets, Test Planning
Education
Eastern Illinois University 1984 — 1987
Bachelor of Science, Marketing and Psychology
Kris Munson's Principal Financial Group Experience April 2010 - March 2012
Job Sr. Manager, Network Administration at MedSolutions
Industry Insurance
Experience
MedSolutions August 2012 - Present
Parallon Business Performance Group May 2012 - August 2012
Principal Financial Group April 2010 - March 2012
VIANT HEALTH PAYMENT SOLUTIONS January 1999 - January 2010
Private Healthcare Systems January 1997 - January 1999
John Hancock Life Insurance Company (U.S.A.) 1991 - 1997
Skills
Health Insurance, Medicare, Vendor Management, Process Improvement
Education
Eastern Illinois University 1985 — 1990
BS in Business, Finance
MedSolutions August 2012 - Present
Parallon Business Performance Group May 2012 - August 2012
Principal Financial Group April 2010 - March 2012
VIANT HEALTH PAYMENT SOLUTIONS January 1999 - January 2010
Private Healthcare Systems January 1997 - January 1999
John Hancock Life Insurance Company (U.S.A.) 1991 - 1997
Skills
Health Insurance, Medicare, Vendor Management, Process Improvement
Education
Eastern Illinois University 1985 — 1990
BS in Business, Finance
Bradley Dorton's Principal Financial Group Experience 2006 - 2007
Job Salesforce.com Administrator at Combined Worksite Solutions
Industry Insurance
Experience
Combined Insurance, a member of the ACE Group of Companies March 2014 - Present
Combined Insurance, a member of the ACE Group of Companies March 2012 - February 2014
Combined Insurance, a member of the ACE Group of Companies September 2010 - February 2012
Elon University 2008 - 2009
Principal Financial Group 2006 - 2007
Skills
Recruiting, Insurance, Onboarding, Data Analysis, Strategic Planning, Account Management, Sales Support, Group Benefit Plans, Voluntary Employee..., Life Insurance, Accident Insurance, Health Insurance, Salesforce.com, CRM, Applicant Tracking..., Cold Calling, Team Building, Sales, Management, Marketing, Training, Talent Acquisition, Human Resources, Property & Casualty..., Finance, Benefits Administration, Customer Retention, Sales Operations, Customer Service
Education
Elon University 2004 — 2009
BA, Political Science, Corporate Communications
Combined Insurance, a member of the ACE Group of Companies March 2014 - Present
Combined Insurance, a member of the ACE Group of Companies March 2012 - February 2014
Combined Insurance, a member of the ACE Group of Companies September 2010 - February 2012
Elon University 2008 - 2009
Principal Financial Group 2006 - 2007
Skills
Recruiting, Insurance, Onboarding, Data Analysis, Strategic Planning, Account Management, Sales Support, Group Benefit Plans, Voluntary Employee..., Life Insurance, Accident Insurance, Health Insurance, Salesforce.com, CRM, Applicant Tracking..., Cold Calling, Team Building, Sales, Management, Marketing, Training, Talent Acquisition, Human Resources, Property & Casualty..., Finance, Benefits Administration, Customer Retention, Sales Operations, Customer Service
Education
Elon University 2004 — 2009
BA, Political Science, Corporate Communications
Shannon Holz's Principal Financial Group Experience May 2014 - Present
Job at
Industry Real Estate
Experience
Principal Financial Group May 2014 - Present
Terrus Real Estate Group January 2000 - April 2014
Education
Drake University Law School 1985 — 1988
J.D.
St. Olaf College 1981 — 1985
B.A., Economics
Principal Financial Group May 2014 - Present
Terrus Real Estate Group January 2000 - April 2014
Education
Drake University Law School 1985 — 1988
J.D.
St. Olaf College 1981 — 1985
B.A., Economics
Erin McNally-Poche, FLMI's Principal Financial Group Experience February 2009 - May 2011
Job Senior Compliance Analyst
Industry Insurance
Experience
Trustmark Companies June 2011 - Present
Principal Financial Group February 2009 - May 2011
Principal Financial Group October 2003 - December 2008
Principal Financial Group June 1998 - October 2003
Principal Financial Group November 1997 - June 1998
Principal Financial Group March 1994 - November 1997
Mercy Hospital February 1991 - March 1994
Skills
401k, Retirement, ERISA, Series 7, Insurance, Employee Benefits, Series 63, Mutual Funds, Fixed Annuities, Pensions, Health Insurance, Risk Management, Life Insurance
Education
Drake University Law School 1991 — 1992
Saint Mary's College 1986 — 1990
Bachelor of Arts
Trustmark Companies June 2011 - Present
Principal Financial Group February 2009 - May 2011
Principal Financial Group October 2003 - December 2008
Principal Financial Group June 1998 - October 2003
Principal Financial Group November 1997 - June 1998
Principal Financial Group March 1994 - November 1997
Mercy Hospital February 1991 - March 1994
Skills
401k, Retirement, ERISA, Series 7, Insurance, Employee Benefits, Series 63, Mutual Funds, Fixed Annuities, Pensions, Health Insurance, Risk Management, Life Insurance
Education
Drake University Law School 1991 — 1992
Saint Mary's College 1986 — 1990
Bachelor of Arts
Amber Zhou's Principal Financial Group Experience February 2011 - June 2013
Job Mutual Fund Accountant at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group February 2011 - June 2013
Aviva USA December 2010 - February 2011
Aviva Investors January 2010 - June 2010
Skills
Investments, Bloomberg, Mutual Funds, Asset Management, GAAP, Financial Analysis, Accounts Payable, Management Accounting, Accounting, Financial Reporting
Education
Iowa State University - College of Business
Master of Accounting
Iowa State University - College of Business
BS, Accounting
East China University of Science and Technology
BE, Business Administration and Management, General
Principal Financial Group February 2011 - June 2013
Aviva USA December 2010 - February 2011
Aviva Investors January 2010 - June 2010
Skills
Investments, Bloomberg, Mutual Funds, Asset Management, GAAP, Financial Analysis, Accounts Payable, Management Accounting, Accounting, Financial Reporting
Education
Iowa State University - College of Business
Master of Accounting
Iowa State University - College of Business
BS, Accounting
East China University of Science and Technology
BE, Business Administration and Management, General
Lori Luce's Principal Financial Group Experience April 2004 - June 2007
Job Insurance Marketing & Sales in Group Account Management/Individual & Family medical & ancillary with Ofc Manager Exp.
Industry Insurance
Experience
UnitedHealth Care/Optum September 2013 - Present
Financial Benefits Services December 2010 - December 2012
Blue Cross and Blue Shield January 2007 - December 2010
Principal Financial Group April 2004 - June 2007
Americo Financial Life and Annuity June 1998 - March 2004
The Rotary Club of Dallas October 1987 - February 1998
Johnson Development August 1981 - September 1987
Skills
Employee Benefits, Insurance, Leadership, Sales, Process Improvement
Education
Texas A&M University-Commerce 2009 — 2011
Bachelor's degree, Business Administration and Management, General
Eastfield College 1978 — 1981
Associate of Arts and Sciences (A.A.S.), Secondary Education and Teaching
Eastfield Community College 1978 — 1981
Associates, Education
UnitedHealth Care/Optum September 2013 - Present
Financial Benefits Services December 2010 - December 2012
Blue Cross and Blue Shield January 2007 - December 2010
Principal Financial Group April 2004 - June 2007
Americo Financial Life and Annuity June 1998 - March 2004
The Rotary Club of Dallas October 1987 - February 1998
Johnson Development August 1981 - September 1987
Skills
Employee Benefits, Insurance, Leadership, Sales, Process Improvement
Education
Texas A&M University-Commerce 2009 — 2011
Bachelor's degree, Business Administration and Management, General
Eastfield College 1978 — 1981
Associate of Arts and Sciences (A.A.S.), Secondary Education and Teaching
Eastfield Community College 1978 — 1981
Associates, Education
Danny Lowe's Principal Financial Group Experience May 2007 - April 2013
Job Financial Advisor Relationship Manager at CAPTRUST
Industry Financial Services
Experience
CAPTRUST May 2015 - Present
CAPTRUST April 2013 - Present
Principal Financial Group May 2007 - April 2013
Skills
Non-Qualified Deferred..., 409A, Consulting, Life Insurance, Retirement Planning, Financial Advisory, Retirement, 401k, Investments, Mutual Funds, Pensions, Employee Benefits, Finance, Defined Benefit
Education
University of North Carolina at Chapel Hill 1996 — 2000
Bachelor of Arts (B.A.), Management
East Carolina University 2001 — 2003
Master of Business Administration (MBA), Business Administration
CAPTRUST May 2015 - Present
CAPTRUST April 2013 - Present
Principal Financial Group May 2007 - April 2013
Skills
Non-Qualified Deferred..., 409A, Consulting, Life Insurance, Retirement Planning, Financial Advisory, Retirement, 401k, Investments, Mutual Funds, Pensions, Employee Benefits, Finance, Defined Benefit
Education
University of North Carolina at Chapel Hill 1996 — 2000
Bachelor of Arts (B.A.), Management
East Carolina University 2001 — 2003
Master of Business Administration (MBA), Business Administration
Leanne Borgan's Principal Financial Group Experience Account Executive DirectorPrincipal Financial Group2004 - Present
Job Account Executive II at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group Account Executive DirectorPrincipal Financial Group2004 - Present
Principal Financial Group February 1998 - June 1999
Education
Edinboro University of Pennsylvania 1990 — 1994
B.S., Elementary Education
Principal Financial Group Account Executive DirectorPrincipal Financial Group2004 - Present
Principal Financial Group February 1998 - June 1999
Education
Edinboro University of Pennsylvania 1990 — 1994
B.S., Elementary Education
Lavon Adrianne Kordash, VP CTP's Principal Financial Group Experience April 1993 - November 1999
Job Experienced, Versatile Financial Services Product/Project/Operations Manager
Industry Financial Services
Experience
Umpqua Bank April 2014 - June 2015
Sterling Bank February 2007 - April 2014
Washington Trust Bank April 2000 - February 2007
Principal Financial Group April 1993 - November 1999
Skills
Certified Treasury..., Financial Analysis, Treasury Management, Portfolio Management, Commercial Banking, Commercial Lending, Cash Management, Consumer Lending, Credit, Payments, Loans, Banking, Sales, Risk Management, Internet Banking, Credit Analysis, Small Business Lending, Retail Banking, Credit Cards, ACH, Deposits, Treasury Services, Merchant Services, Electronic Payments, Cross Selling, Debit Cards, Management, Business Analysis, Financial Services, Vendor Management, Process Improvement, Customer Service, Project Management, Finance, Leadership, Program Management, Product Management, CRM
Education
Eastern Washington University
English Major
Umpqua Bank April 2014 - June 2015
Sterling Bank February 2007 - April 2014
Washington Trust Bank April 2000 - February 2007
Principal Financial Group April 1993 - November 1999
Skills
Certified Treasury..., Financial Analysis, Treasury Management, Portfolio Management, Commercial Banking, Commercial Lending, Cash Management, Consumer Lending, Credit, Payments, Loans, Banking, Sales, Risk Management, Internet Banking, Credit Analysis, Small Business Lending, Retail Banking, Credit Cards, ACH, Deposits, Treasury Services, Merchant Services, Electronic Payments, Cross Selling, Debit Cards, Management, Business Analysis, Financial Services, Vendor Management, Process Improvement, Customer Service, Project Management, Finance, Leadership, Program Management, Product Management, CRM
Education
Eastern Washington University
English Major
Richard V. Quinn, Jr.'s Principal Financial Group Experience January 2006 - Present
Job Managing Director Institutional Sales
Industry Financial Services
Experience
Principal Financial Group January 2006 - Present
Principal Financial Group January 2000 - December 2005
Principal Financial Group January 1989 - December 1999
Principal Financial Group January 1983 - December 1988
Principal Financial Group September 1981 - December 1982
Bankers Life of Iowa June 1979 - August 1981
Skills
401k, 403b, Defined Benefit, Pension Plans, Non-Qualified Deferred..., Tax Exempt Plans, Series 7, Series 63, Series 65, Series 66
Education
Elizabethtown College 1977 — 1979
Bachelor of Science, Finance and Marketing
West Chester University of Pennsylvania 1975 — 1976
Principal Financial Group January 2006 - Present
Principal Financial Group January 2000 - December 2005
Principal Financial Group January 1989 - December 1999
Principal Financial Group January 1983 - December 1988
Principal Financial Group September 1981 - December 1982
Bankers Life of Iowa June 1979 - August 1981
Skills
401k, 403b, Defined Benefit, Pension Plans, Non-Qualified Deferred..., Tax Exempt Plans, Series 7, Series 63, Series 65, Series 66
Education
Elizabethtown College 1977 — 1979
Bachelor of Science, Finance and Marketing
West Chester University of Pennsylvania 1975 — 1976
Kevin McNeil's Principal Financial Group Experience June 2013 - March 2015
Job CTE Teacher at Winfree Academy Lewisville Campus
Industry Financial Services
Experience
Principal Financial Group June 2013 - March 2015
Fidelity Investments January 2012 - June 2013
Clark Consulting June 2008 - December 2011
Clark Consulting June 2008 - December 2010
Clark Consulting June 2008 - December 2009
Bank of America August 2007 - June 2008
HD Vest March 2006 - August 2007
Wells Fargo August 2005 - March 2006
Education
Eastern New Mexico University 2000 — 2005
Bachelor, Business Administration
Principal Financial Group June 2013 - March 2015
Fidelity Investments January 2012 - June 2013
Clark Consulting June 2008 - December 2011
Clark Consulting June 2008 - December 2010
Clark Consulting June 2008 - December 2009
Bank of America August 2007 - June 2008
HD Vest March 2006 - August 2007
Wells Fargo August 2005 - March 2006
Education
Eastern New Mexico University 2000 — 2005
Bachelor, Business Administration
Leanne Borgan's Principal Financial Group Experience January 2009 - October 2010
Job Senior Employee Education Consultant, Team Leader at PNCBank
Industry Financial Services
Experience
PNC June 2012 - Present
PNC Bank March 2011 - June 2012
Principal Financial Group January 2009 - October 2010
Principal Financial Group October 1997 - October 2010
Principal Financial Group January 1999 - January 2004
Principal Financial Group October 1997 - June 1999
Principal Financial Group January 1997 - January 1999
Mid-Atlantic February 1997 - September 1997
Blackhawk School District January 1995 - January 1996
Skills
Retirement Planning
Education
Edinboro University of Pennsylvania 1990 — 1994
B.S., Elementary Educatin
PNC June 2012 - Present
PNC Bank March 2011 - June 2012
Principal Financial Group January 2009 - October 2010
Principal Financial Group October 1997 - October 2010
Principal Financial Group January 1999 - January 2004
Principal Financial Group October 1997 - June 1999
Principal Financial Group January 1997 - January 1999
Mid-Atlantic February 1997 - September 1997
Blackhawk School District January 1995 - January 1996
Skills
Retirement Planning
Education
Edinboro University of Pennsylvania 1990 — 1994
B.S., Elementary Educatin
Xiaoyong (Shao) Feng's Principal Financial Group Experience January 2008 - August 2012
Job Managing Partner at Genewide Inc (www.genewide.com)
Industry Financial Services
Experience
Principal Financial Group January 2008 - August 2012
Fidelity Investments April 2007 - December 2007
BB&T February 2004 - April 2007
United Guaranty Corporation April 2001 - February 2004
Skills
Enterprise Software, J2EE Architecture, SDLC, Bioinformatics, PCR, PCR primer design, Molecular Biology, Java Enterprise Edition, Agile Methodologies, SQL, Requirements Analysis, SOA
Education
North Carolina State University 1997 — 1998
MS, Computer Science
UNC Chapel Hill 1994 — 1997
MS, Biochem & Biophysics
East China University of Science and Technology 1981 — 1985
Bachelor's Degree, Biochemical Engineering
Principal Financial Group January 2008 - August 2012
Fidelity Investments April 2007 - December 2007
BB&T February 2004 - April 2007
United Guaranty Corporation April 2001 - February 2004
Skills
Enterprise Software, J2EE Architecture, SDLC, Bioinformatics, PCR, PCR primer design, Molecular Biology, Java Enterprise Edition, Agile Methodologies, SQL, Requirements Analysis, SOA
Education
North Carolina State University 1997 — 1998
MS, Computer Science
UNC Chapel Hill 1994 — 1997
MS, Biochem & Biophysics
East China University of Science and Technology 1981 — 1985
Bachelor's Degree, Biochemical Engineering
Mark T West's Principal Financial Group Experience
Job AVP Advanced Solutions at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group
Skills
Investments, Retirement Planning, Mutual Funds, Series 7, Retirement, Wealth Management, Strategic Financial..., Employee Benefits, Portfolio Management, Life Insurance, Financial Services, Series 63, Disability Insurance, Customer Service
Education
Drake University Law School
Grand View College
Bachelor's degree
Principal Financial Group
Skills
Investments, Retirement Planning, Mutual Funds, Series 7, Retirement, Wealth Management, Strategic Financial..., Employee Benefits, Portfolio Management, Life Insurance, Financial Services, Series 63, Disability Insurance, Customer Service
Education
Drake University Law School
Grand View College
Bachelor's degree
Damon Cory's Principal Financial Group Experience June 1993 - June 1996
Job Inventory Manager at Beaupre Aerial Equipment
Industry Logistics and Supply Chain
Experience
Beaupre Aerial Equipment November 2013 - Present
Schroeder's Expert Wall November 2011 - November 2013
Fastenal June 1996 - November 2011
Principal Financial Group June 1993 - June 1996
Godfather's Pizza June 1990 - June 1993
Skills
People, Management,..., Adaptation, Colleague..., Setting an achieving..., Organizational, Time..., Analytical, Problem..., Finding Answers,..., Implementing policies..., Interviewing, Training,..., Customer service,..., Negotiating, Conflict..., Planning meetings,..., Procurement, Supply Chain Management, Supply Chain, Lean Manufacturing, Logistics, Manufacturing
Education
Dunwoody College of Technology 2012 — 2012
Certificates, CORE Manufaturing, 4.0
Fastenal School Of Business 1996 — 2011
Certifcates, Various product, business, vendor and sales trainings, 4.0
Mason City High School
Diploma, General Studies, 3.5
Beaupre Aerial Equipment November 2013 - Present
Schroeder's Expert Wall November 2011 - November 2013
Fastenal June 1996 - November 2011
Principal Financial Group June 1993 - June 1996
Godfather's Pizza June 1990 - June 1993
Skills
People, Management,..., Adaptation, Colleague..., Setting an achieving..., Organizational, Time..., Analytical, Problem..., Finding Answers,..., Implementing policies..., Interviewing, Training,..., Customer service,..., Negotiating, Conflict..., Planning meetings,..., Procurement, Supply Chain Management, Supply Chain, Lean Manufacturing, Logistics, Manufacturing
Education
Dunwoody College of Technology 2012 — 2012
Certificates, CORE Manufaturing, 4.0
Fastenal School Of Business 1996 — 2011
Certifcates, Various product, business, vendor and sales trainings, 4.0
Mason City High School
Diploma, General Studies, 3.5
Tara Sitienei's Principal Financial Group Experience October 2010 - Present
Job Client Transactions Tech at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group October 2010 - Present
Pioneer Human Services October 2006 - May 2014
Peace Corps June 2004 - June 2006
Dairy Queen April 1996 - May 2004
Skills
Policy, Community Outreach, Non-profits, Volunteer Management, Program Development, Youth Development, Grant Writing, Fundraising, Community Development, Research, Public Speaking, Spanish, Event Planning, Conflict Resolution, Microsoft Office
Education
Southern New Hampshire University 2014 — 2016
Master of Community Economic Development, Community Economic Development, 3.5
Eastern Washington University 2002 — 2003
Bachelor of Arts (B.A.), Anthropology
University of Washington 2000 — 2001
Principal Financial Group October 2010 - Present
Pioneer Human Services October 2006 - May 2014
Peace Corps June 2004 - June 2006
Dairy Queen April 1996 - May 2004
Skills
Policy, Community Outreach, Non-profits, Volunteer Management, Program Development, Youth Development, Grant Writing, Fundraising, Community Development, Research, Public Speaking, Spanish, Event Planning, Conflict Resolution, Microsoft Office
Education
Southern New Hampshire University 2014 — 2016
Master of Community Economic Development, Community Economic Development, 3.5
Eastern Washington University 2002 — 2003
Bachelor of Arts (B.A.), Anthropology
University of Washington 2000 — 2001
Johnny B. Goode's Principal Financial Group Experience June 1995 - September 1996
Job General Manager at Glass Doctor of Spokane
Industry Glass, Ceramics & Concrete
Experience
Birdy's Sports Bar February 2014 - Present
Glass Doctor of Spokane April 2006 - October 2013
PPG Industries / PPG Auto Glass September 1996 - April 2006
Principal Financial Group June 1995 - September 1996
Skills
Sales Management, Operational Excellence, Team Building, Customer Satisfaction, Conflict Resolution, Building Relationships, Account Management, Logistics, Safety Compliance, Relationship..., B2B, Business Development, Business Strategy, Cold Calling, Contract Negotiation, Leadership, Management, Manufacturing, Marketing, New Business Development, Sales, Sales Operations, Selling, Strategy
Education
Eastern Washington University 1989 — 1995
Bachelor of Science (B.S.), Engineering Design Technology
Shadle Park High School
Birdy's Sports Bar February 2014 - Present
Glass Doctor of Spokane April 2006 - October 2013
PPG Industries / PPG Auto Glass September 1996 - April 2006
Principal Financial Group June 1995 - September 1996
Skills
Sales Management, Operational Excellence, Team Building, Customer Satisfaction, Conflict Resolution, Building Relationships, Account Management, Logistics, Safety Compliance, Relationship..., B2B, Business Development, Business Strategy, Cold Calling, Contract Negotiation, Leadership, Management, Manufacturing, Marketing, New Business Development, Sales, Sales Operations, Selling, Strategy
Education
Eastern Washington University 1989 — 1995
Bachelor of Science (B.S.), Engineering Design Technology
Shadle Park High School
Frederick (Fred) Nyberg's Principal Financial Group Experience September 2015 - Present
Job Managing Director at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group September 2015 - Present
MassMutual Financial Group February 2013 - August 2014
New York Life Insurance Company July 2000 - January 2013
NYLIFE Securities 2000 - 2013
Yakima Valley Nursery Inc May 1975 - December 1999
Skills
Business Analysis, Estate Planning, Investments, Strategic Financial..., Retirement, Investment Advisory, Financial Analysis, Financial Advisory, Securities, Equities, Series 7, Series 6, Series 63, IRAs, 401k, Insurance, Disability Insurance, Life Insurance, Long-term Care, Term Life Insurance, Variable Annuities, Financial Planning
Education
Eastern Washington University 1975 — 1977
Bachelar of Arts in Education, Physical education and SocialSstudies
University of Utah 1974 — 1975
none, Education
Spokane Community College 1972 — 1974
Associate of Arts (AA), General Studies
Principal Financial Group September 2015 - Present
MassMutual Financial Group February 2013 - August 2014
New York Life Insurance Company July 2000 - January 2013
NYLIFE Securities 2000 - 2013
Yakima Valley Nursery Inc May 1975 - December 1999
Skills
Business Analysis, Estate Planning, Investments, Strategic Financial..., Retirement, Investment Advisory, Financial Analysis, Financial Advisory, Securities, Equities, Series 7, Series 6, Series 63, IRAs, 401k, Insurance, Disability Insurance, Life Insurance, Long-term Care, Term Life Insurance, Variable Annuities, Financial Planning
Education
Eastern Washington University 1975 — 1977
Bachelar of Arts in Education, Physical education and SocialSstudies
University of Utah 1974 — 1975
none, Education
Spokane Community College 1972 — 1974
Associate of Arts (AA), General Studies
The Principal Financial Group
BTG Pactual
HuaTai Securities Co.,Ltd.
Guosen Securities
PFG
Principal Financial
Principle
Fubon Financial Holdings