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.,
Principal Financial Group List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Principal Financial Group. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Principal Financial Group Salaries. You can even request information on how much does Principal Financial Group pay if you want to. Learn about salaries, pros and cons of working for Principal Financial Group directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
8,325 Principal Financial Group employees in database. Find out everything there's to know about Principal Financial Group employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Principal Financial Group Employees
Employee
Years
Job
Industry
Daisy Quigley Daisy Quigley's Principal Financial Group Experience 1989 - 2003
Job Contact Representative
Industry Government Administration
Experience
Internal Revenue Service February 2009 - Present
State Compensation Insurance Fund August 2006 - December 2011
Principal Financial Group 1989 - 2003
Skills
Excel, Word, Quality Assurance, Customer Service, Insurance, Health Insurance, Workers Compensation, Group Health, Health, Dental, Group Benefits, Software Documentation, Analysis, Government, Process Improvement, Employee Benefits, Microsoft Excel, Microsoft Word, Public Speaking
Education
Fresno City College
Internal Revenue Service February 2009 - Present
State Compensation Insurance Fund August 2006 - December 2011
Principal Financial Group 1989 - 2003
Skills
Excel, Word, Quality Assurance, Customer Service, Insurance, Health Insurance, Workers Compensation, Group Health, Health, Dental, Group Benefits, Software Documentation, Analysis, Government, Process Improvement, Employee Benefits, Microsoft Excel, Microsoft Word, Public Speaking
Education
Fresno City College
Jennifer (Johnson) Harrison MBA Jennifer (Johnson) Harrison MBA's Principal Financial Group Experience May 2001 - March 2011
Job ManagerMercy Benefit Administrators at Sisters of Mercy Health System
Industry Insurance
Experience
Sisters of Mercy Health System March 2011 - Present
Principal Financial Group May 2001 - March 2011
Skills
Insurance, Employee Benefits, Benefits Administration, Health Insurance, Customer Service, Outlook, Process Improvement, HIPAA, Access, Healthcare, Microsoft Excel, Human Resources, Leadership, Team Building, Workers Compensation, Microsoft Office, Training, Employee Relations
Education
Southwest Baptist University 2007 — 2008
MBA, Management
Evangel University 2005 — 2007
BBA, Management
Sisters of Mercy Health System March 2011 - Present
Principal Financial Group May 2001 - March 2011
Skills
Insurance, Employee Benefits, Benefits Administration, Health Insurance, Customer Service, Outlook, Process Improvement, HIPAA, Access, Healthcare, Microsoft Excel, Human Resources, Leadership, Team Building, Workers Compensation, Microsoft Office, Training, Employee Relations
Education
Southwest Baptist University 2007 — 2008
MBA, Management
Evangel University 2005 — 2007
BBA, Management
Terri Fuller Baird Terri Fuller Baird's Principal Financial Group Experience May 1999 - February 2002
Job Owner at My Chic Boutique Ottumwa, Iowa
Industry Retail
Experience
My Chic Boutique - Ottumwa, Iowa October 2012 - Present
Art Etc, LLC May 2002 - December 2010
Principal Financial Group May 1999 - February 2002
MCI May 1997 - May 1999
Kmart Co May 1990 - August 1997
Kmart Co June 1984 - May 1990
Skills
Team Building, Process Improvement, Strategic Planning, Inventory Management, Leadership, Operations Management, Program Management, Customer Service, New Business Development, Inventory Control, Sales, Management, Microsoft Excel, Public Speaking, Microsoft Office, Budgets, Marketing, Microsoft Word, Social Media Marketing, Sales Management, Marketing Strategy, Social Media
Education
Indian Hills Community College 1995 — 1997
Associate’s Degree, Computer Software Engineering
Faith Baptist Bible College and Theological Seminary 1983 — 1984
Bachelor’s Degree, Business/Commerce, General
Indian Hills Community College 1981 — 1983
Associate’s Degree, Liberal Arts and Sciences/Liberal Studies
My Chic Boutique - Ottumwa, Iowa October 2012 - Present
Art Etc, LLC May 2002 - December 2010
Principal Financial Group May 1999 - February 2002
MCI May 1997 - May 1999
Kmart Co May 1990 - August 1997
Kmart Co June 1984 - May 1990
Skills
Team Building, Process Improvement, Strategic Planning, Inventory Management, Leadership, Operations Management, Program Management, Customer Service, New Business Development, Inventory Control, Sales, Management, Microsoft Excel, Public Speaking, Microsoft Office, Budgets, Marketing, Microsoft Word, Social Media Marketing, Sales Management, Marketing Strategy, Social Media
Education
Indian Hills Community College 1995 — 1997
Associate’s Degree, Computer Software Engineering
Faith Baptist Bible College and Theological Seminary 1983 — 1984
Bachelor’s Degree, Business/Commerce, General
Indian Hills Community College 1981 — 1983
Associate’s Degree, Liberal Arts and Sciences/Liberal Studies
Candi Matthias's Principal Financial Group Experience June 2004 - December 2009
Job Merchant / Buyer Lucky Brand
Industry Apparel & Fashion
Experience
Lucky Brand October 2014 - Present
Lucky Brand October 2013 - January 2015
Forever 21 June 2013 - September 2013
Claire's Accessories December 2011 - May 2013
Guess? September 2010 - November 2011
TJX July 2010 - September 2010
BCBG Max Azria July 2010 - September 2010
Principal Financial Group June 2004 - December 2009
Skills
Organized, Able To Multi-task, Attention To Detail, Merchandising, Trend Analysis, Highly self-motivated, Fashion Buying, Microsoft Excel, Retail, Fashion, Assortment, Trend, JDA, Open to Buy Management, Retail Buying, Trend Forecasting, Allocations, Handbags, E-commerce
Education
Fashion Institute of Design & Merchandising 2010 — 2010
Associate of Arts Degree, Merchandise Marketing
Iowa State UniversityMay 2004 2000 — 2004
Bachelor of Science Degree, Marketing
Lucky Brand October 2014 - Present
Lucky Brand October 2013 - January 2015
Forever 21 June 2013 - September 2013
Claire's Accessories December 2011 - May 2013
Guess? September 2010 - November 2011
TJX July 2010 - September 2010
BCBG Max Azria July 2010 - September 2010
Principal Financial Group June 2004 - December 2009
Skills
Organized, Able To Multi-task, Attention To Detail, Merchandising, Trend Analysis, Highly self-motivated, Fashion Buying, Microsoft Excel, Retail, Fashion, Assortment, Trend, JDA, Open to Buy Management, Retail Buying, Trend Forecasting, Allocations, Handbags, E-commerce
Education
Fashion Institute of Design & Merchandising 2010 — 2010
Associate of Arts Degree, Merchandise Marketing
Iowa State UniversityMay 2004 2000 — 2004
Bachelor of Science Degree, Marketing
Julie Kent Julie Kent's Principal Financial Group Experience June 2014 - Present
Job IT Business AnalystLead at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group June 2014 - Present
Principal Financial Group February 2013 - June 2014
I Have a Dream Foundation, Des Moines December 2012 - January 2014
Principal Financial Group June 2010 - February 2013
Rockwell Collins September 2009 - May 2010
Informatics April 2009 - September 2009
Mount Mercy College August 2008 - April 2009
Georgia Institute of Technology May 2008 - August 2008
Southern Company January 2008 - May 2008
American Safety Insurance August 2007 - December 2007
Skills
SharePoint, JavaScript, Microsoft Office, Lotus Notes, Java, SQL, VBA, Photoshop, Microsoft Excel, Integration, ASP.NET, XML, PHP, AJAX, Python, C, C#, C++, MS Office Suite, Visual Studio, SAP, Bloomberg Terminal, Ruby, Ruby on Rails, jQuery, HTML5, CSS, R, Illustrator
Education
University of Iowa - Henry B. Tippie College of Business 2011 — 2015
MBA, Finance, Information Systems
Mount Mercy College 2008 — 2009
Bachelor's degree, Business Management, Computer Science
Georgia Institute of Technology 2006 — 2008
B.S., Business Management
Principal Financial Group June 2014 - Present
Principal Financial Group February 2013 - June 2014
I Have a Dream Foundation, Des Moines December 2012 - January 2014
Principal Financial Group June 2010 - February 2013
Rockwell Collins September 2009 - May 2010
Informatics April 2009 - September 2009
Mount Mercy College August 2008 - April 2009
Georgia Institute of Technology May 2008 - August 2008
Southern Company January 2008 - May 2008
American Safety Insurance August 2007 - December 2007
Skills
SharePoint, JavaScript, Microsoft Office, Lotus Notes, Java, SQL, VBA, Photoshop, Microsoft Excel, Integration, ASP.NET, XML, PHP, AJAX, Python, C, C#, C++, MS Office Suite, Visual Studio, SAP, Bloomberg Terminal, Ruby, Ruby on Rails, jQuery, HTML5, CSS, R, Illustrator
Education
University of Iowa - Henry B. Tippie College of Business 2011 — 2015
MBA, Finance, Information Systems
Mount Mercy College 2008 — 2009
Bachelor's degree, Business Management, Computer Science
Georgia Institute of Technology 2006 — 2008
B.S., Business Management
Adam Hunsicker Adam Hunsicker's Principal Financial Group Experience 2008 - 2009
Job Senior Financial Analyst @ Remington Arms
Industry Accounting
Experience
Remington Arms June 2013 - Present
Army National Guard April 2009 - February 2013
Principal Financial Group 2008 - 2009
US Army 2005 - 2008
Skills
Microsoft Word, Public Speaking, PowerPoint, Microsoft Excel, Microsoft Office, Customer Service, Strategic Planning, Team Leadership, Government, Leadership, Team Building, Supervisory Skills, Risk Management, Process Improvement, Training, Operations Management, Leadership Development, Policy, Program Management
Education
Walden University 2014 — 2017
Doctorate, Business Administration, Leadership
The Citadel 2009 — 2012
Master of Business Administration (MBA), Business Administration and Management, General
Franklin University 2005 — 2008
Bachelor of Science (B.S.), Business Administration and Management, General
Remington Arms June 2013 - Present
Army National Guard April 2009 - February 2013
Principal Financial Group 2008 - 2009
US Army 2005 - 2008
Skills
Microsoft Word, Public Speaking, PowerPoint, Microsoft Excel, Microsoft Office, Customer Service, Strategic Planning, Team Leadership, Government, Leadership, Team Building, Supervisory Skills, Risk Management, Process Improvement, Training, Operations Management, Leadership Development, Policy, Program Management
Education
Walden University 2014 — 2017
Doctorate, Business Administration, Leadership
The Citadel 2009 — 2012
Master of Business Administration (MBA), Business Administration and Management, General
Franklin University 2005 — 2008
Bachelor of Science (B.S.), Business Administration and Management, General
Garrett Sanders Garrett Sanders's Principal Financial Group Experience 2013 - 2015
Job Registered Associate at Sanders Financial Design & Insurance Solutions
Industry Financial Services
Experience
Sanders Financial Design & Insurance Solutions 2015 - Present
Principal Financial Group 2013 - 2015
Skills
401 (k), 403 (b), SEP &..., Annuities (Variable and..., Asset Allocation, Business Continuation..., Business Overhead..., Buy-Sell Agreements, Buy-Sell Review, Charitable Giving, College Funding..., Deferred Compensation..., Dental Insurance, Disability Income..., Estate Planning, Executive Benefits..., Financial Needs Analysis, Income Protection, Informal Business..., IRAs (Traditional &..., Key Person Insurance, Long-Term Care Insurance, Mutual Funds, Pension Plans, Salary Continuation, Series 6 and 63..., Split Dollar Plans, Supplemental Retirement..., Survivor Income, Tax-Deferred Savings, Term Life Insurance, Universal Life Insurance, Wellness Programs, Wealth Accumulation, Whole Life Insurance, Long Term Care Insurance
Education
Folsom Lake College 2009 — 2010
Psychology
Moody Bible Institute 2008 — 2009
Bible/Biblical Studies
His Hill Bible School 2006 — 2008
Certificate, Bible/Biblical Studies
In His Steps Christian Academy 2002 — 2006
High School Deploma, General Education
Sanders Financial Design & Insurance Solutions 2015 - Present
Principal Financial Group 2013 - 2015
Skills
401 (k), 403 (b), SEP &..., Annuities (Variable and..., Asset Allocation, Business Continuation..., Business Overhead..., Buy-Sell Agreements, Buy-Sell Review, Charitable Giving, College Funding..., Deferred Compensation..., Dental Insurance, Disability Income..., Estate Planning, Executive Benefits..., Financial Needs Analysis, Income Protection, Informal Business..., IRAs (Traditional &..., Key Person Insurance, Long-Term Care Insurance, Mutual Funds, Pension Plans, Salary Continuation, Series 6 and 63..., Split Dollar Plans, Supplemental Retirement..., Survivor Income, Tax-Deferred Savings, Term Life Insurance, Universal Life Insurance, Wellness Programs, Wealth Accumulation, Whole Life Insurance, Long Term Care Insurance
Education
Folsom Lake College 2009 — 2010
Psychology
Moody Bible Institute 2008 — 2009
Bible/Biblical Studies
His Hill Bible School 2006 — 2008
Certificate, Bible/Biblical Studies
In His Steps Christian Academy 2002 — 2006
High School Deploma, General Education
Nicole Fernandes Almeida Nicole Fernandes Almeida's Principal Financial Group Experience January 2006 - January 2008
Job International Account Service Representative at Aetna
Industry Retail
Experience
Aetna January 2015 - Present
VIP Global Sports February 2013 - Present
Insurance Auto Auctions March 2012 - February 2013
Nationwide Insurance January 2008 - March 2012
Principal Financial Group January 2006 - January 2008
Antojitos Catering November 2002 - February 2006
FEMA September 2003 - July 2005
American Airlines February 2001 - November 2002
Ingrid Pujadas Talent Agency May 1997 - October 2000
Skills
Customer Service, Spanish, Sales, Sales Management, Product Marketing, Microsoft Office, Customer Retention, French, Public Speaking, Event Management, Italian languages, German, Foreign Languages, Microsoft Excel, PowerPoint, Employee Training, Event Planning, Wine & Spirits Industry, Public Relations, Food Service, Brand Management, Brazilian Portuguese, Microsoft Word, Food & Beverage, Leadership, Marketing, Management, Social Media Marketing, Social Media, Facebook Marketing, Social Networking, Social Media Blogging, Time Management, Negotiation, Team Leadership, Account Management, Marketing Strategy, Strategic Planning
Education
Florida International University - College of Business
Master of Business Administration (M.B.A.), International Marketing
University of Puerto Rico 1996 — 2000
Bachelor of Arts (B.A.), Foreign Languages, Literatures, and Linguistics
Aetna January 2015 - Present
VIP Global Sports February 2013 - Present
Insurance Auto Auctions March 2012 - February 2013
Nationwide Insurance January 2008 - March 2012
Principal Financial Group January 2006 - January 2008
Antojitos Catering November 2002 - February 2006
FEMA September 2003 - July 2005
American Airlines February 2001 - November 2002
Ingrid Pujadas Talent Agency May 1997 - October 2000
Skills
Customer Service, Spanish, Sales, Sales Management, Product Marketing, Microsoft Office, Customer Retention, French, Public Speaking, Event Management, Italian languages, German, Foreign Languages, Microsoft Excel, PowerPoint, Employee Training, Event Planning, Wine & Spirits Industry, Public Relations, Food Service, Brand Management, Brazilian Portuguese, Microsoft Word, Food & Beverage, Leadership, Marketing, Management, Social Media Marketing, Social Media, Facebook Marketing, Social Networking, Social Media Blogging, Time Management, Negotiation, Team Leadership, Account Management, Marketing Strategy, Strategic Planning
Education
Florida International University - College of Business
Master of Business Administration (M.B.A.), International Marketing
University of Puerto Rico 1996 — 2000
Bachelor of Arts (B.A.), Foreign Languages, Literatures, and Linguistics
Stavros Moforis Stavros Moforis's Principal Financial Group Experience April 2013 - Present
Job Financial Advisor at Principal Financial Group/Sentinel Financial Group
Industry Financial Services
Experience
Sentinel Financial Group April 2013 - Present
Principal Financial Group April 2013 - Present
Principal Financial Group April 2013 - Present
Sentinel Casualty Insurance April 2010 - Present
Infinity Insurance 2010 - Present
Hispanic vote 2012 - 2014
MetLife March 2012 - April 2013
Safeguard Casualty Insurance October 2009 - March 2010
Skills
Investment Advisory, Financial Services, Tax-advantaged..., Variable Annuities, Buy-sell Agreements, Life Insurance, 401k Rollovers, 403 b, IRAs, College Funding..., Commercial Insurance, Employee Benefits, Business Analysis, Strategic Planning, Risk Management, Business Strategy, Executive Benefit..., Key Person Insurance, Performance Bonds
Education
Florida Atlantic University
Bachelor of Architecture (B.Arch.), Architecture, Cum Laude
Florida Atlantic University
Bachelor of Arts (B.A.), History, Cum Laude
Hollywood Hills High School 1983 — 1986
Sentinel Financial Group April 2013 - Present
Principal Financial Group April 2013 - Present
Principal Financial Group April 2013 - Present
Sentinel Casualty Insurance April 2010 - Present
Infinity Insurance 2010 - Present
Hispanic vote 2012 - 2014
MetLife March 2012 - April 2013
Safeguard Casualty Insurance October 2009 - March 2010
Skills
Investment Advisory, Financial Services, Tax-advantaged..., Variable Annuities, Buy-sell Agreements, Life Insurance, 401k Rollovers, 403 b, IRAs, College Funding..., Commercial Insurance, Employee Benefits, Business Analysis, Strategic Planning, Risk Management, Business Strategy, Executive Benefit..., Key Person Insurance, Performance Bonds
Education
Florida Atlantic University
Bachelor of Architecture (B.Arch.), Architecture, Cum Laude
Florida Atlantic University
Bachelor of Arts (B.A.), History, Cum Laude
Hollywood Hills High School 1983 — 1986
Steve Conk Steve Conk's Principal Financial Group Experience June 2013 - Present
Job Princor Registered Representative/ Financial Advisor
Industry Financial Services
Experience
Principal Financial Group June 2013 - Present
Principal Financial Group March 2013 - Present
Shoreline Resources, Inc June 2007 - June 2013
NYLIFE Securities LLC May 2007 - June 2013
New York Life Insurance Company January 2007 - June 2013
Skills
Estate Planning, 401k,403b,SEP & Simple..., annuities..., Asset Allocation, Bussiness Continuation, Buy-Sell Agreements, Buy-Sell Review, Charitable Giving, College Funding..., Deferred Compensation, Dental Insurance, Disability Income..., Ececutive Benefits..., Financial Needs Analysis, Income Protection, Informal Business..., IRAs (Traditional &..., Key Person Insurance, Long Term Care Insurance, Mutual Funds, Pension Plans, Series 6,7,63..., Salary Continuation, Supplemental Retirement..., Survivor Income, Split Dollar Plans, Term Life Insurance, Universal Life Insurance, Wealth Accumulation, Whole Life Insurance, Tax deferred Savings, Securities, Disability Insurance, Financial Advisory, Financial Services
Education
Fairfield University
Bachelor of Arts (B.A.)
Saint John's University
MBA
Principal Financial Group June 2013 - Present
Principal Financial Group March 2013 - Present
Shoreline Resources, Inc June 2007 - June 2013
NYLIFE Securities LLC May 2007 - June 2013
New York Life Insurance Company January 2007 - June 2013
Skills
Estate Planning, 401k,403b,SEP & Simple..., annuities..., Asset Allocation, Bussiness Continuation, Buy-Sell Agreements, Buy-Sell Review, Charitable Giving, College Funding..., Deferred Compensation, Dental Insurance, Disability Income..., Ececutive Benefits..., Financial Needs Analysis, Income Protection, Informal Business..., IRAs (Traditional &..., Key Person Insurance, Long Term Care Insurance, Mutual Funds, Pension Plans, Series 6,7,63..., Salary Continuation, Supplemental Retirement..., Survivor Income, Split Dollar Plans, Term Life Insurance, Universal Life Insurance, Wealth Accumulation, Whole Life Insurance, Tax deferred Savings, Securities, Disability Insurance, Financial Advisory, Financial Services
Education
Fairfield University
Bachelor of Arts (B.A.)
Saint John's University
MBA
Carlos Morlote Carlos Morlote's Principal Financial Group Experience December 2013 - January 2014
Job Investment Counselor
Industry Financial Services
Experience
BB&T Investment Services January 2014 - Present
Principal Financial Group December 2013 - January 2014
Education
Florida International University
Bachelor of Business Administration (B.B.A.), Finance and Finance in Real Estate
BB&T Investment Services January 2014 - Present
Principal Financial Group December 2013 - January 2014
Education
Florida International University
Bachelor of Business Administration (B.B.A.), Finance and Finance in Real Estate
Sean Marr Sean Marr's Principal Financial Group Experience September 2001 - July 2004
Job Regional Sales Leader, Southeast at PHH Mortgage
Industry Financial Services
Experience
PHH Mortgage January 2013 - Present
Stonegate Mortgage Corporation May 2012 - January 2013
Citibank July 2004 - April 2012
Principal Financial Group September 2001 - July 2004
HomeSide Lending, Inc August 1992 - August 2001
Skills
Sales Management, Direct Sales, Operations, Risk Management, Finance, Selling, Credit Analysis, Vendor Management, Strategic Financial..., Negotiation, Team Building, Strategic Planning, Contract Negotiation, Key Account Management, Loan Origination, Business Planning, Forecasting, Financial Analysis, Business Relationship..., Strategic Thinking, Real Estate, Team Leadership, Financial Services, Refinance
Education
Georgia Southern University 1987 — 1992
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
PHH Mortgage January 2013 - Present
Stonegate Mortgage Corporation May 2012 - January 2013
Citibank July 2004 - April 2012
Principal Financial Group September 2001 - July 2004
HomeSide Lending, Inc August 1992 - August 2001
Skills
Sales Management, Direct Sales, Operations, Risk Management, Finance, Selling, Credit Analysis, Vendor Management, Strategic Financial..., Negotiation, Team Building, Strategic Planning, Contract Negotiation, Key Account Management, Loan Origination, Business Planning, Forecasting, Financial Analysis, Business Relationship..., Strategic Thinking, Real Estate, Team Leadership, Financial Services, Refinance
Education
Georgia Southern University 1987 — 1992
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Thomas J. Tubridy's Principal Financial Group Experience March 2011 - Present
Job Sales Representative at Principal Financial Group
Industry Insurance
Experience
Principal Financial Group March 2011 - Present
CIGNA Group Insurance August 2007 - March 2011
CIGNA Group Insurance August 2007 - May 2008
Skills
Disability Insurance, Employee Benefits, Underwriting, Brokers, New Business Development, Sales, Dental Sales, Life Insurance
Education
Fordham University 2002 — 2006
B.A., Business Marketing
The Loyola School 1998 — 2002
Principal Financial Group March 2011 - Present
CIGNA Group Insurance August 2007 - March 2011
CIGNA Group Insurance August 2007 - May 2008
Skills
Disability Insurance, Employee Benefits, Underwriting, Brokers, New Business Development, Sales, Dental Sales, Life Insurance
Education
Fordham University 2002 — 2006
B.A., Business Marketing
The Loyola School 1998 — 2002
Brittany Olker's Principal Financial Group Experience September 2014 - July 2015
Job .
Industry Financial Services
Experience
Principal Financial Group September 2014 - July 2015
Wells Fargo Home Mortgage September 2012 - June 2014
FreebeeCards February 2012 - June 2012
Skills
Social Media, Marketing Communications, Marketing, Start-ups, Copywriting, Sales Audit, Accurate Record Keeping, Highly detail oriented, Microsoft Office, Training, Loan Servicing, Elder Care, Communication
Education
Emporia State University 2009 — 2011
Bachelor of Science, Business Administration
Principal Financial Group September 2014 - July 2015
Wells Fargo Home Mortgage September 2012 - June 2014
FreebeeCards February 2012 - June 2012
Skills
Social Media, Marketing Communications, Marketing, Start-ups, Copywriting, Sales Audit, Accurate Record Keeping, Highly detail oriented, Microsoft Office, Training, Loan Servicing, Elder Care, Communication
Education
Emporia State University 2009 — 2011
Bachelor of Science, Business Administration
Anthony Berenguel's Principal Financial Group Experience August 2008 - August 2010
Job Applications Analyst for AppleOne at Stratus Consulting
Industry Environmental Services
Experience
Stratus Consulting February 2011 - Present
Stratus Consulting 2011 - 2013
Principal Financial Group August 2008 - August 2010
Principal Financial Group November 2005 - August 2008
CitiMortgage January 2005 - November 2005
Principal Residential Mortgage / CitiMortgage May 2004 - January 2005
Principal Residential Mortgage May 2003 - May 2004
Skills
VBA Application..., Excel VBA, Access VBA, Visual Basic .NET, VBA Scripting, Excel, Access, Spreadsheets, Programming, Stored Procedures, ADODB, Relational Databases, SQL Server Management..., Visual Studio, Microsoft Office, Microsoft Excel, VBA, Management, SQL, VB.NET
Education
Front Range Community College 2011 — 2013
Computer Information Systems, Web Developer Certificate
Vatterott College 2001 — 2003
Associate of Occupational Studies, Computer Programming Technology Management
North High School Des Moines 1994 — 1998
Diploma
Holy Family Middle School
Stratus Consulting February 2011 - Present
Stratus Consulting 2011 - 2013
Principal Financial Group August 2008 - August 2010
Principal Financial Group November 2005 - August 2008
CitiMortgage January 2005 - November 2005
Principal Residential Mortgage / CitiMortgage May 2004 - January 2005
Principal Residential Mortgage May 2003 - May 2004
Skills
VBA Application..., Excel VBA, Access VBA, Visual Basic .NET, VBA Scripting, Excel, Access, Spreadsheets, Programming, Stored Procedures, ADODB, Relational Databases, SQL Server Management..., Visual Studio, Microsoft Office, Microsoft Excel, VBA, Management, SQL, VB.NET
Education
Front Range Community College 2011 — 2013
Computer Information Systems, Web Developer Certificate
Vatterott College 2001 — 2003
Associate of Occupational Studies, Computer Programming Technology Management
North High School Des Moines 1994 — 1998
Diploma
Holy Family Middle School
Evon Mendrin Evon Mendrin's Principal Financial Group Experience July 2014 - Present
Job Financial Advisor at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group July 2014 - Present
MJR Creative Group February 2013 - May 2013
Student Financial Services, Fresno Pacific University January 2011 - May 2013
West Star Environmental January 2006 - January 2008
Pete Mendrin Insurance Agency January 2005 - January 2006
Skills
Strategic Financial..., Business Planning, Disability Insurance, Investments, Life Insurance, Data Analysis, Social Media, Leadership, Microsoft Excel, Critical Thinking, Customer Service, Retirement Planning, Public Relations, Advertising, Public Speaking, Social Networking, Financial Analysis, Higher Education, Radian6, Facebook, Finance, Financial Modeling, Brandwatch, Mutual Funds
Education
Fresno Pacific University 2009 — 2013
Bachelor of Arts, Marketing/Finance
Liberty High School 2005 — 2009
English/Literature and Social Science
Principal Financial Group July 2014 - Present
MJR Creative Group February 2013 - May 2013
Student Financial Services, Fresno Pacific University January 2011 - May 2013
West Star Environmental January 2006 - January 2008
Pete Mendrin Insurance Agency January 2005 - January 2006
Skills
Strategic Financial..., Business Planning, Disability Insurance, Investments, Life Insurance, Data Analysis, Social Media, Leadership, Microsoft Excel, Critical Thinking, Customer Service, Retirement Planning, Public Relations, Advertising, Public Speaking, Social Networking, Financial Analysis, Higher Education, Radian6, Facebook, Finance, Financial Modeling, Brandwatch, Mutual Funds
Education
Fresno Pacific University 2009 — 2013
Bachelor of Arts, Marketing/Finance
Liberty High School 2005 — 2009
English/Literature and Social Science
Elizabeth Kidd Elizabeth Kidd's Principal Financial Group Experience April 2007 - December 2013
Job Customer Service Specialist at CNSG
Industry Financial Services
Experience
Rebecca Edwards Pustejovsky January 2015 - Present
Principal Financial Group April 2007 - December 2013
Kansas City Transcription September 1996 - June 2004
Skills
Claim, Disability Insurance, Employee Benefits, HIPAA, Invoicing, Databases, Underwriting, Life Insurance, Health Insurance, Software Documentation, Medical Terminology, Time Management, Banking, Business Correspondence, Writing, Typing, CPT codes knowledge, ICD-9 knowledge, Pharmacology knowledge, Telephone Interviewing, Telephone Skills, Medical Transcription, Outlook, Microsoft Word, Forms Development, Letter Writing, Fineos Claims System, Office Administration, Access, Medical Records, Data Entry, Administrative..., Claims Handling, Claim Investigation, Claims Resolution, Claims Management, Leadership
Education
University of Florida 1973 — 1976
Bachelor of Business Administration (B.B.A.), Insurance
Emory University 1971 — 1973
Associate's degree, General Studies
Rebecca Edwards Pustejovsky January 2015 - Present
Principal Financial Group April 2007 - December 2013
Kansas City Transcription September 1996 - June 2004
Skills
Claim, Disability Insurance, Employee Benefits, HIPAA, Invoicing, Databases, Underwriting, Life Insurance, Health Insurance, Software Documentation, Medical Terminology, Time Management, Banking, Business Correspondence, Writing, Typing, CPT codes knowledge, ICD-9 knowledge, Pharmacology knowledge, Telephone Interviewing, Telephone Skills, Medical Transcription, Outlook, Microsoft Word, Forms Development, Letter Writing, Fineos Claims System, Office Administration, Access, Medical Records, Data Entry, Administrative..., Claims Handling, Claim Investigation, Claims Resolution, Claims Management, Leadership
Education
University of Florida 1973 — 1976
Bachelor of Business Administration (B.B.A.), Insurance
Emory University 1971 — 1973
Associate's degree, General Studies
Daniel Schloss's Principal Financial Group Experience July 2013 - Present
Job Princor Registered Representative, Financial Representative at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group July 2013 - Present
Northwestern Mutual December 2011 - July 2013
DentalPlans.com November 2010 - November 2011
24 Hour Fitness January 2008 - April 2009
Brown and Brown Insurance 2006 - 2007
First Forex Group 2003 - 2006
Skills
Disability Insurance, Life Insurance, Insurance, Health Insurance, Long-term Care, Retirement Planning, Long Term Care Insurance, Employee Benefits, College Funding..., IRAs, Fixed Annuities, 401k, Mutual Funds, Whole Life, Key Person Insurance, Estate Planning, Series 6, Universal Life, Business Planning, 401k Rollovers, Buy-sell Agreements, Pension Funds, Income Protection, Business Continuity..., Wealth Accumulation, Tax-advantaged..., Asset Allocation, Executive Benefit..., Variable Annuities, SEP IRA, Simple IRA, Supplemental Retirement..., Executive Benefits..., Financial Needs Analysis, Survivor Income, Salary Continuation, Buy-Sell Review, Deferred Compensation..., Retirement, Term Life Insurance
Education
Nova Southeastern University 2010 — 2012
MBA
Florida Atlantic University 2007 — 2009
BA, Health Administration
University of Nevada-Las Vegas 1996 — 1998
AA, Marketing
St. Thomas Aquinas 1990 — 1995
Principal Financial Group July 2013 - Present
Northwestern Mutual December 2011 - July 2013
DentalPlans.com November 2010 - November 2011
24 Hour Fitness January 2008 - April 2009
Brown and Brown Insurance 2006 - 2007
First Forex Group 2003 - 2006
Skills
Disability Insurance, Life Insurance, Insurance, Health Insurance, Long-term Care, Retirement Planning, Long Term Care Insurance, Employee Benefits, College Funding..., IRAs, Fixed Annuities, 401k, Mutual Funds, Whole Life, Key Person Insurance, Estate Planning, Series 6, Universal Life, Business Planning, 401k Rollovers, Buy-sell Agreements, Pension Funds, Income Protection, Business Continuity..., Wealth Accumulation, Tax-advantaged..., Asset Allocation, Executive Benefit..., Variable Annuities, SEP IRA, Simple IRA, Supplemental Retirement..., Executive Benefits..., Financial Needs Analysis, Survivor Income, Salary Continuation, Buy-Sell Review, Deferred Compensation..., Retirement, Term Life Insurance
Education
Nova Southeastern University 2010 — 2012
MBA
Florida Atlantic University 2007 — 2009
BA, Health Administration
University of Nevada-Las Vegas 1996 — 1998
AA, Marketing
St. Thomas Aquinas 1990 — 1995
Crystal Ledwith Crystal Ledwith's Principal Financial Group Experience August 2013 - Present
Job Registered Representative/Financial Representative at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group August 2013 - Present
ob/gyn private practice November 2007 - May 2013
Skills
Retirement Planning, Retirement, Mutual Funds, 401k
Education
Emory University 2006 — 2007
Master's degree, Nurse Practitioner
Mercer University 1998 — 2002
Bachelor of Science, Nursing Practice
Principal Financial Group August 2013 - Present
ob/gyn private practice November 2007 - May 2013
Skills
Retirement Planning, Retirement, Mutual Funds, 401k
Education
Emory University 2006 — 2007
Master's degree, Nurse Practitioner
Mercer University 1998 — 2002
Bachelor of Science, Nursing Practice
Joshua A. Zimmerman Joshua A. Zimmerman's Principal Financial Group Experience June 2014 - Present
Job Associate with Excalibur Financial Group & Registered Representative with Principal Financial
Industry Financial Services
Experience
Principal Financial Group June 2014 - Present
Excalibur Financial Group June 2014 - Present
O'Connell Sports Management February 2013 - December 2013
Athletic Scholarships LLC March 2011 - June 2012
67 Sport Management November 2010 - December 2011
Quent Cordair Fine Art June 2006 - March 2011
Florida State University August 2010 - December 2010
RK Bell and Company May 2010 - December 2010
Florida State University January 2010 - December 2010
Refuge House May 2010 - July 2010
Skills
Social Media, Teleprompter, On-camera Hosting, On-camera Talent, On-camera Reporting, Sports Marketing, Negotiation, Relationship Marketing, Sports Management, Sports, Football, Facebook, Event Management, Video Editing, Athletics, Ticket Sales
Education
Florida State University 2009 — 2010
Masters of Science, Sports Business Administration
University of South Florida 2003 — 2008
Bachelors, Finance
Charlotte High School 1999 — 2003
General Education, Diploma
Florida School of Insurance
Florida School of Insurance
Principal Financial Group June 2014 - Present
Excalibur Financial Group June 2014 - Present
O'Connell Sports Management February 2013 - December 2013
Athletic Scholarships LLC March 2011 - June 2012
67 Sport Management November 2010 - December 2011
Quent Cordair Fine Art June 2006 - March 2011
Florida State University August 2010 - December 2010
RK Bell and Company May 2010 - December 2010
Florida State University January 2010 - December 2010
Refuge House May 2010 - July 2010
Skills
Social Media, Teleprompter, On-camera Hosting, On-camera Talent, On-camera Reporting, Sports Marketing, Negotiation, Relationship Marketing, Sports Management, Sports, Football, Facebook, Event Management, Video Editing, Athletics, Ticket Sales
Education
Florida State University 2009 — 2010
Masters of Science, Sports Business Administration
University of South Florida 2003 — 2008
Bachelors, Finance
Charlotte High School 1999 — 2003
General Education, Diploma
Florida School of Insurance
Florida School of Insurance
Anjali Bhagabati Anjali Bhagabati's Principal Financial Group Experience February 2013 - April 2015
Job Analyst Fund Connect at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group February 2013 - April 2015
Skills
Fixed Income, Mutual Funds, Financial Analysis, Customer Service..., Corporate Branding, Capital Markets, Financial Services, Equities, Finance, Financial Markets, Market Research, Market Analysis
Education
ITM - IFM 2011 — 2013
PGDM -, Financial Market
Gauhati University 2007 — 2010
Bachelor of Commerce (BCom), Commerce
Principal Financial Group February 2013 - April 2015
Skills
Fixed Income, Mutual Funds, Financial Analysis, Customer Service..., Corporate Branding, Capital Markets, Financial Services, Equities, Finance, Financial Markets, Market Research, Market Analysis
Education
ITM - IFM 2011 — 2013
PGDM -, Financial Market
Gauhati University 2007 — 2010
Bachelor of Commerce (BCom), Commerce
Rani Sinno's Principal Financial Group Experience June 2008 - August 2008
Job MultiService Banker at Hancock Bank
Industry Insurance
Experience
Hancock Bank August 2015 - Present
Sagicor Life Insurance Company June 2012 - June 2015
Principal Financial Group June 2008 - August 2008
Skills
Data Analysis, Customer Service, Insurance, Risk Management, Access, Analysis, Business Analysis, Health Insurance, General Insurance, Microsoft Excel, Outlook, Strategic Planning
Education
University of South Florida 2007 — 2011
Bachelor of Arts (B.A.), Psychology
Florida State University 2007 — 2007
Hancock Bank August 2015 - Present
Sagicor Life Insurance Company June 2012 - June 2015
Principal Financial Group June 2008 - August 2008
Skills
Data Analysis, Customer Service, Insurance, Risk Management, Access, Analysis, Business Analysis, Health Insurance, General Insurance, Microsoft Excel, Outlook, Strategic Planning
Education
University of South Florida 2007 — 2011
Bachelor of Arts (B.A.), Psychology
Florida State University 2007 — 2007
Joey Banghart, FSS's Principal Financial Group Experience August 2009 - March 2010
Job
Industry Financial Services
Experience
The Koch Group September 2011 - Present
Merrill Lynch March 2010 - September 2011
Principal Financial Group August 2009 - March 2010
MetLife February 2004 - July 2009
MetLife June 2003 - January 2004
MetLife June 2001 - May 2003
Skills
Portfolio Management, Financial Services, Investments, Insurance, Retirement Planning, Fixed Annuities, Financial Advisory, Securities, Retirement, Employee Benefits, Banking, Series 7, IRAs, Uniform Combined State..., Negotiation, Sales, 401k, Disability Insurance, Mutual Funds, Wealth Management, Investment Advisory, Asset Allocation, Strategic Financial..., Financial Analysis, Investment Strategies, Personal Financial..., Series 9/10, Series 66, Case Managment, Training, Long Term Care Insurance, Life Insurance, Finance
Education
University of North Florida - College of Business Administration 1999 — 2002
Bachelor of Business Administration (B.B.A.), Banking and Finance
Florida Community College at Jacksonville 1997 — 1999
Associate of Arts (A.A.), General Studies
The Koch Group September 2011 - Present
Merrill Lynch March 2010 - September 2011
Principal Financial Group August 2009 - March 2010
MetLife February 2004 - July 2009
MetLife June 2003 - January 2004
MetLife June 2001 - May 2003
Skills
Portfolio Management, Financial Services, Investments, Insurance, Retirement Planning, Fixed Annuities, Financial Advisory, Securities, Retirement, Employee Benefits, Banking, Series 7, IRAs, Uniform Combined State..., Negotiation, Sales, 401k, Disability Insurance, Mutual Funds, Wealth Management, Investment Advisory, Asset Allocation, Strategic Financial..., Financial Analysis, Investment Strategies, Personal Financial..., Series 9/10, Series 66, Case Managment, Training, Long Term Care Insurance, Life Insurance, Finance
Education
University of North Florida - College of Business Administration 1999 — 2002
Bachelor of Business Administration (B.B.A.), Banking and Finance
Florida Community College at Jacksonville 1997 — 1999
Associate of Arts (A.A.), General Studies
Dean Holmes, CLU®, RHU's Principal Financial Group Experience 1998 - 2007
Job National Accounts, Large Employer Specialist, Broker Sales
Industry Insurance
Experience
Aflac 2011 - Present
The Covenant Services Group 2009 - 2011
Rogers Benefit Group 2007 - 2009
Principal Financial Group 1998 - 2007
Skills
Insurance, Employee Benefits, Sales, Health Insurance, Disability Insurance, Life Insurance, Selling, New Business Development, Term Life Insurance, Health Savings Accounts, Relationship Management, Brokers, Group Insurance, Underwriting, Accident, Whole Life, Account Management, Critical Illness, Sales Management, Marketing, Customer Retention, Small Business, Voluntary Employee..., Leadership, Cafeteria Plans, Customer Acquisition, Sales Operations, Strategy, Sales Presentations, Claim, Cold Calling, Managed Care, Negotiation, Accident Insurance, Benefits, Group Benefits, Supplemental Insurance
Education
Florida State University
B.S., Risk Management & Insurance
The American College
CLU, ChFC, RHU
Aflac 2011 - Present
The Covenant Services Group 2009 - 2011
Rogers Benefit Group 2007 - 2009
Principal Financial Group 1998 - 2007
Skills
Insurance, Employee Benefits, Sales, Health Insurance, Disability Insurance, Life Insurance, Selling, New Business Development, Term Life Insurance, Health Savings Accounts, Relationship Management, Brokers, Group Insurance, Underwriting, Accident, Whole Life, Account Management, Critical Illness, Sales Management, Marketing, Customer Retention, Small Business, Voluntary Employee..., Leadership, Cafeteria Plans, Customer Acquisition, Sales Operations, Strategy, Sales Presentations, Claim, Cold Calling, Managed Care, Negotiation, Accident Insurance, Benefits, Group Benefits, Supplemental Insurance
Education
Florida State University
B.S., Risk Management & Insurance
The American College
CLU, ChFC, RHU
Robert Pulles, CFP Robert Pulles, CFP's Principal Financial Group Experience 2006 - Present
Job Senior Financial Services Representative, Princor Registered Representative, Financial Advisor
Industry Financial Services
Experience
Principal Financial Group 2006 - Present
John Hancock Financial Network/Global Solutions January 2004 - December 2005
SunTrust Bank October 2000 - November 2003
Northwestern Mutual Life January 1991 - October 2000
Barnett Bank June 1987 - December 1990
Skills
Wealth Management, Estate Planning, Retirement Planning, 401k Rollovers, Investment Advisory, Saving for Education, Fixed Annuities, Strategic Financial..., Series 63, Series 7, Investments, Term Life Insurance, Universial life..., Whole Life Insurance, Informal Business...
Education
Florida International University 1986 — 1987
BBA, Finance
Principal Financial Group 2006 - Present
John Hancock Financial Network/Global Solutions January 2004 - December 2005
SunTrust Bank October 2000 - November 2003
Northwestern Mutual Life January 1991 - October 2000
Barnett Bank June 1987 - December 1990
Skills
Wealth Management, Estate Planning, Retirement Planning, 401k Rollovers, Investment Advisory, Saving for Education, Fixed Annuities, Strategic Financial..., Series 63, Series 7, Investments, Term Life Insurance, Universial life..., Whole Life Insurance, Informal Business...
Education
Florida International University 1986 — 1987
BBA, Finance
David Johnston MBA David Johnston MBA's Principal Financial Group Experience October 1990 - Present
Job Financial Advisor, Johnston Financial Services
Industry Financial Services
Experience
Principal Financial Group October 1990 - Present
Johnston Financial Services October 1990 - Present
Northwestern Mutual February 1986 - October 1990
Kimberly-Clark June 1978 - February 1986
Arthur Andersen & Co. May 1974 - June 1978
Skills
Financial Needs Analysis, Supplemental Retirement..., 401k, Mutual Funds, Estate Planning, Wealth Accumulation, Fixed Annuities, Roth IRA, Long Term Care Insurance, Series 6, Series 7, Asset Allocation, Disability Insurance, Term Life Insurance, Variable Annuities, Series 63, Universal Life, Pension Plans, Retirement Planning, Financial Planning
Education
University of Wisconsin-Oshkosh 1981 — 1983
MBA, Finance
Ferris State University 1970 — 1974
Bachlor Science, Accounting
Principal Financial Group October 1990 - Present
Johnston Financial Services October 1990 - Present
Northwestern Mutual February 1986 - October 1990
Kimberly-Clark June 1978 - February 1986
Arthur Andersen & Co. May 1974 - June 1978
Skills
Financial Needs Analysis, Supplemental Retirement..., 401k, Mutual Funds, Estate Planning, Wealth Accumulation, Fixed Annuities, Roth IRA, Long Term Care Insurance, Series 6, Series 7, Asset Allocation, Disability Insurance, Term Life Insurance, Variable Annuities, Series 63, Universal Life, Pension Plans, Retirement Planning, Financial Planning
Education
University of Wisconsin-Oshkosh 1981 — 1983
MBA, Finance
Ferris State University 1970 — 1974
Bachlor Science, Accounting
Dianne Zanowicz, PHR Dianne Zanowicz, PHR's Principal Financial Group Experience September 2011 - September 2012
Job Senior Account Executive at Wells Fargo Insurance Services
Industry Human Resources
Experience
Wells Fargo Insurance Services September 2012 - Present
Principal Financial Group September 2011 - September 2012
Nuclear Innovation North America LLC November 2009 - August 2011
NBA September 2009 - November 2009
Pfizer April 2004 - April 2009
Pfizer April 2002 - April 2004
Warner Lambert April 1998 - 2002
CIGNA Healthcare 1992 - 1998
Skills
Employee Relations, Training, HRIS, Employee Benefits, Performance Management, Benefits Administration, Employee Engagement, Program Management, Internal Communications, Leadership, Human Resources, Personnel Management, Change Management, Management, Talent Management
Education
Fairleigh Dickinson University 2009 — 2009
Professional HR Certification, Human Resources
Lycoming College 1985 — 1989
BA, Mass Communications, Public Relations & Advertising / Minor in Marketing
Wells Fargo Insurance Services September 2012 - Present
Principal Financial Group September 2011 - September 2012
Nuclear Innovation North America LLC November 2009 - August 2011
NBA September 2009 - November 2009
Pfizer April 2004 - April 2009
Pfizer April 2002 - April 2004
Warner Lambert April 1998 - 2002
CIGNA Healthcare 1992 - 1998
Skills
Employee Relations, Training, HRIS, Employee Benefits, Performance Management, Benefits Administration, Employee Engagement, Program Management, Internal Communications, Leadership, Human Resources, Personnel Management, Change Management, Management, Talent Management
Education
Fairleigh Dickinson University 2009 — 2009
Professional HR Certification, Human Resources
Lycoming College 1985 — 1989
BA, Mass Communications, Public Relations & Advertising / Minor in Marketing
Kathleen (Kit) Ryan Kathleen (Kit) Ryan's Principal Financial Group Experience 1993 - 2005
Job CFP®
Industry Financial Services
Experience
KMR Financial Network October 2005 - Present
Principal Financial Group 1993 - 2005
Skills
Financial Planning, Retirement Planning, Wealth Management, Investments, 401k, Retirement, Life Insurance, Disability Insurance, Financial Services, Employee Benefits, Long Term Care Insurance, Income Distribution...
Education
Georgetown University 1979 — 1983
BS, Marketing
KMR Financial Network October 2005 - Present
Principal Financial Group 1993 - 2005
Skills
Financial Planning, Retirement Planning, Wealth Management, Investments, 401k, Retirement, Life Insurance, Disability Insurance, Financial Services, Employee Benefits, Long Term Care Insurance, Income Distribution...
Education
Georgetown University 1979 — 1983
BS, Marketing
Eileen Braceros Duran Eileen Braceros Duran's Principal Financial Group Experience August 2015 - Present
Job Operations Manager at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group August 2015 - Present
Ultimate Staffing January 2014 - August 2015
Ameriprise Financial November 2001 - January 2014
West Valley Staffing Group 1995 - 2000
Manpower 1992 - 1995
Skills
Talent Acquisition, Recruiting, Applicant Tracking..., Project Management, Vendor Management, Account Management, Training, Leadership, Management, Program Management, Marketing, Business Development, Event Planning, Interviews, Onboarding, New Hire Orientations, Temporary Staffing, Temporary Placement, Hiring
Education
Fashion Institute of Design & Merchandising 1991 — 1992
AA, Marketing
Principal Financial Group August 2015 - Present
Ultimate Staffing January 2014 - August 2015
Ameriprise Financial November 2001 - January 2014
West Valley Staffing Group 1995 - 2000
Manpower 1992 - 1995
Skills
Talent Acquisition, Recruiting, Applicant Tracking..., Project Management, Vendor Management, Account Management, Training, Leadership, Management, Program Management, Marketing, Business Development, Event Planning, Interviews, Onboarding, New Hire Orientations, Temporary Staffing, Temporary Placement, Hiring
Education
Fashion Institute of Design & Merchandising 1991 — 1992
AA, Marketing
Troy Cassa's Principal Financial Group Experience July 2013 - August 2013
Job Fund Accounting Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2015 - Present
Fidelity Investments July 2014 - June 2015
Beverly Athletic Club (BAC) October 2012 - May 2014
Principal Financial Group July 2013 - August 2013
Foremost Caterers December 2010 - September 2012
LPL Financial June 2012 - August 2012
Pascack Valley High School June 2007 - September 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Social Media, Teamwork, Public Speaking, HTML, English, Social Networking, Marketing, Communication Skills, Financial Services, Facebook
Education
Endicott College 2011 — 2015
Pascack Valley High School 2007 — 2011
Fidelity Investments August 2015 - Present
Fidelity Investments July 2014 - June 2015
Beverly Athletic Club (BAC) October 2012 - May 2014
Principal Financial Group July 2013 - August 2013
Foremost Caterers December 2010 - September 2012
LPL Financial June 2012 - August 2012
Pascack Valley High School June 2007 - September 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Social Media, Teamwork, Public Speaking, HTML, English, Social Networking, Marketing, Communication Skills, Financial Services, Facebook
Education
Endicott College 2011 — 2015
Pascack Valley High School 2007 — 2011
Caroline Pfeffer's Principal Financial Group Experience December 2014 - Present
Job Customer Service Professional
Industry Insurance
Experience
Principal Financial Group December 2014 - Present
Family Caregiver July 2011 - March 2014
Sahara Smoke Co July 2011 - August 2012
Sahara Smoke Co May 2010 - May 2012
Sahara Smoke Co March 2010 - May 2012
Tri-County Insurance Agency, Inc December 2006 - November 2009
Tri-County Insurance Agency, Inc July 2005 - December 2006
Tri-County Insurance Agency, Inc October 2004 - July 2005
Tri-County Insurance Agency, Inc September 2004 - October 2004
Elite Staffing Agency April 2000 - September 2004
Skills
Sales, Customer Service, Social Networking, Microsoft Office, Marketing, Sales Management, Microsoft Excel, Microsoft Word, Marketing Strategy, Social Media Marketing, Social Media, Editing, Insurance, B2B, Teamwork, Team Building, Leadership, Strategic Planning, Salesforce.com, Online Sales, Customer Relations, Excel, Word, Problem Solving, Benefits Administration, Human Resources, CRM Databases
Education
Georgia Southern University 2012 — 2014
Working towards Bachelor of Science (B.S.), Health Education and Promotion
SUNY Orange 2001 — 2004
Assicates in Arts, English, Literature
Principal Financial Group December 2014 - Present
Family Caregiver July 2011 - March 2014
Sahara Smoke Co July 2011 - August 2012
Sahara Smoke Co May 2010 - May 2012
Sahara Smoke Co March 2010 - May 2012
Tri-County Insurance Agency, Inc December 2006 - November 2009
Tri-County Insurance Agency, Inc July 2005 - December 2006
Tri-County Insurance Agency, Inc October 2004 - July 2005
Tri-County Insurance Agency, Inc September 2004 - October 2004
Elite Staffing Agency April 2000 - September 2004
Skills
Sales, Customer Service, Social Networking, Microsoft Office, Marketing, Sales Management, Microsoft Excel, Microsoft Word, Marketing Strategy, Social Media Marketing, Social Media, Editing, Insurance, B2B, Teamwork, Team Building, Leadership, Strategic Planning, Salesforce.com, Online Sales, Customer Relations, Excel, Word, Problem Solving, Benefits Administration, Human Resources, CRM Databases
Education
Georgia Southern University 2012 — 2014
Working towards Bachelor of Science (B.S.), Health Education and Promotion
SUNY Orange 2001 — 2004
Assicates in Arts, English, Literature
JC Magdaleno JC Magdaleno's Principal Financial Group Experience July 2012 - February 2015
Job Financial Services Representative, Registered Representative
Industry Financial Services
Experience
Magdaleno Wealth Partners July 2014 - Present
Principal Financial Group July 2012 - February 2015
LINQ Financial Group April 2013 - June 2013
LINQ Financial Group November 2007 - June 2013
Phoenix Efficiency Consultants, Inc. August 2005 - March 2008
Real Estate Sales Force, Inc 2005 - 2008
IDS Telcom February 2001 - May 2005
Skills
Insurance, Retirement Planning, Fixed Annuities, Retirement, Life Insurance, Disability Insurance, Financial Services, Investments, Estate Planning, Mutual Funds, Finance, Strategic Planning, Wealth Accumulation, Portfolio Management, Long-term Care, Securities, Wealth Management, Small Business, Budgets, Asset Management, Financial Analysis, Business Strategy, Employee Benefits, Business Planning, IRAs, Long Term Care Insurance, Sales, 401k, Management, Health Insurance, Equities, Investment Management, Investment Strategies, Real Estate, Risk Management, Sales Management, Series 6, Asset Allocation, Asset Managment, Due Diligence, Annuities, Long Term Care, Budgeting, Insurance Planning, Leadership
Education
Florida International University 1996 — 2001
Belen Jesuit 1989 — 1994
HS Diploma
Magdaleno Wealth Partners July 2014 - Present
Principal Financial Group July 2012 - February 2015
LINQ Financial Group April 2013 - June 2013
LINQ Financial Group November 2007 - June 2013
Phoenix Efficiency Consultants, Inc. August 2005 - March 2008
Real Estate Sales Force, Inc 2005 - 2008
IDS Telcom February 2001 - May 2005
Skills
Insurance, Retirement Planning, Fixed Annuities, Retirement, Life Insurance, Disability Insurance, Financial Services, Investments, Estate Planning, Mutual Funds, Finance, Strategic Planning, Wealth Accumulation, Portfolio Management, Long-term Care, Securities, Wealth Management, Small Business, Budgets, Asset Management, Financial Analysis, Business Strategy, Employee Benefits, Business Planning, IRAs, Long Term Care Insurance, Sales, 401k, Management, Health Insurance, Equities, Investment Management, Investment Strategies, Real Estate, Risk Management, Sales Management, Series 6, Asset Allocation, Asset Managment, Due Diligence, Annuities, Long Term Care, Budgeting, Insurance Planning, Leadership
Education
Florida International University 1996 — 2001
Belen Jesuit 1989 — 1994
HS Diploma
Tim Payne, ACS's Principal Financial Group Experience August 2007 - September 2008
Job Client Service Director at OneAmerica
Industry Insurance
Experience
OneAmerica May 2014 - Present
Mutual of Omaha February 2009 - May 2014
Principal Financial Group August 2007 - September 2008
Reliance Standard Life Insurance July 2003 - August 2007
United States Air Force December 1982 - August 1992
Skills
Employee Benefits, Insurance, Disability Insurance
Education
Georgia College and State University 1992 — 1995
BS, History
OneAmerica May 2014 - Present
Mutual of Omaha February 2009 - May 2014
Principal Financial Group August 2007 - September 2008
Reliance Standard Life Insurance July 2003 - August 2007
United States Air Force December 1982 - August 1992
Skills
Employee Benefits, Insurance, Disability Insurance
Education
Georgia College and State University 1992 — 1995
BS, History
Bill McDonough, CFA's Principal Financial Group Experience May 1993 - July 1994
Job Vice President of Investments at Sammons Financial Group Member Companies
Industry Investment Management
Experience
Sammons Financial Group Member Companies November 2014 - Present
Core Capital Strategies November 2013 - July 2014
Aviva USA July 2012 - October 2013
Principal Global Investors August 2009 - July 2012
Principal Global Investors Europe - London, UK August 2008 - August 2009
Principal Global Investors November 2006 - August 2008
Principal Global Investors August 2003 - November 2006
Principal Afore; Monterrey, Mexico October 1997 - August 2003
Principal Global Investors July 1994 - October 1997
Principal Financial Group May 1993 - July 1994
Skills
Fixed Income, Portfolio Management, Equities, Capital Markets, Asset Managment, Investments, Investment Banking, Trading, Emerging Markets, Risk Management, Securities, Mergers, Credit, Financial Services, Financial Analysis, Asset Management, Financial Risk, Bonds, Mergers & Acquisitions, Bloomberg
Education
Drake University 1993 — 1996
MBA, Finance
Loras College 1988 — 1992
BA, Finance, Economics, Business
Georgetown University 1991 — 1991
Global Economics and Political Structures
Sammons Financial Group Member Companies November 2014 - Present
Core Capital Strategies November 2013 - July 2014
Aviva USA July 2012 - October 2013
Principal Global Investors August 2009 - July 2012
Principal Global Investors Europe - London, UK August 2008 - August 2009
Principal Global Investors November 2006 - August 2008
Principal Global Investors August 2003 - November 2006
Principal Afore; Monterrey, Mexico October 1997 - August 2003
Principal Global Investors July 1994 - October 1997
Principal Financial Group May 1993 - July 1994
Skills
Fixed Income, Portfolio Management, Equities, Capital Markets, Asset Managment, Investments, Investment Banking, Trading, Emerging Markets, Risk Management, Securities, Mergers, Credit, Financial Services, Financial Analysis, Asset Management, Financial Risk, Bonds, Mergers & Acquisitions, Bloomberg
Education
Drake University 1993 — 1996
MBA, Finance
Loras College 1988 — 1992
BA, Finance, Economics, Business
Georgetown University 1991 — 1991
Global Economics and Political Structures
Michael Shirley, AAMS, LUTCF Michael Shirley, AAMS, LUTCF's Principal Financial Group Experience June 2012 - Present
Job Princor Registered Representative/Financial Advisor at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group June 2012 - Present
Edward Jones Investments September 2007 - June 2012
Lighthouse World Mortgage Company 2000 - 2007
Nations Mortgage Lenders, LLC 1997 - 2000
Skills
401k, Fixed Annuities, Business Overhead..., Business Continuation..., Buy-Sell Agreements, Buy-Sell Review, Informal Business..., Deferred Compensation..., 403b, Executive Benefits..., Salary Continuation, Split Dollar Plans, Wellness Programs, SEP IRAs, Simple IRAs, Charitable Giving, Key Person Insurance, Estate Planning, Income Protection, IRAs Traditional, IRAs Roth, Wealth Accumulation, Tax Deferred Savings, Pension Plans, Financial Needs Analysis, Variable Annuities, Supplemental Retirement..., Survivor Income, Disability Income..., Long-Term Care Insurance, Term Life Insurance, Universal Life Insurance, College Funding..., Dental Insurance, Asset Allocation, Mutual Funds, Series 7, Series 66, Portfolio Management, Disability Insurance, Financial Advisory, Retirement, Health Insurance, Small Business, Mortgage Lending, Simple IRA, Universal Life, Deferred Compensation, SEP IRA, Saving for Education
Education
College of Financial Planning
AAMS
Evangel University
Life Underwriter Training Council
LUTCF
Principal Financial Group June 2012 - Present
Edward Jones Investments September 2007 - June 2012
Lighthouse World Mortgage Company 2000 - 2007
Nations Mortgage Lenders, LLC 1997 - 2000
Skills
401k, Fixed Annuities, Business Overhead..., Business Continuation..., Buy-Sell Agreements, Buy-Sell Review, Informal Business..., Deferred Compensation..., 403b, Executive Benefits..., Salary Continuation, Split Dollar Plans, Wellness Programs, SEP IRAs, Simple IRAs, Charitable Giving, Key Person Insurance, Estate Planning, Income Protection, IRAs Traditional, IRAs Roth, Wealth Accumulation, Tax Deferred Savings, Pension Plans, Financial Needs Analysis, Variable Annuities, Supplemental Retirement..., Survivor Income, Disability Income..., Long-Term Care Insurance, Term Life Insurance, Universal Life Insurance, College Funding..., Dental Insurance, Asset Allocation, Mutual Funds, Series 7, Series 66, Portfolio Management, Disability Insurance, Financial Advisory, Retirement, Health Insurance, Small Business, Mortgage Lending, Simple IRA, Universal Life, Deferred Compensation, SEP IRA, Saving for Education
Education
College of Financial Planning
AAMS
Evangel University
Life Underwriter Training Council
LUTCF
Jennie McGinnis's Principal Financial Group Experience 2004 - 2004
Job Vice President at Swiss Re
Industry Financial Services
Experience
Swiss Re June 2006 - Present
Hewitt Associates 2005 - 2005
Principal Financial Group 2004 - 2004
Skills
Actuarial Science, Risk Management, Valuation, Project Management, Organizing, Communication, Actuarial, Reinsurance, Insurance, Life Insurance
Education
University of Iowa 2004 — 2006
MS, Actuarial Science
Ferris State University 2000 — 2004
BS, Applied Mathematics, Communication Minor
Swiss Re June 2006 - Present
Hewitt Associates 2005 - 2005
Principal Financial Group 2004 - 2004
Skills
Actuarial Science, Risk Management, Valuation, Project Management, Organizing, Communication, Actuarial, Reinsurance, Insurance, Life Insurance
Education
University of Iowa 2004 — 2006
MS, Actuarial Science
Ferris State University 2000 — 2004
BS, Applied Mathematics, Communication Minor
Edward Tillman Edward Tillman's Principal Financial Group Experience November 2007 - August 2010
Job CEO at The Sales Rhino
Industry Insurance
Experience
The Sales Rhino July 2015 - Present
Nationwide Insurance August 2010 - Present
Principal Financial Group November 2007 - August 2010
Bank of America August 2004 - November 2007
Bank of America April 2001 - August 2007
Skills
Insurance, Sales Management, Property & Casualty..., Team Building, Negotiation, Business Development, Selling Skills, CRM, Underwriting, Small Business, Sales, Strategic Planning, Marketing, Risk Management, Management, Life Insurance, Leadership, Customer Service, Coaching, Business Planning, Financial Services, Retirement Planning, Investments, New Business Development, Retirement
Education
Pfeiffer University 2007 — 2010
MBA, Business Administration
Georgia State University 1994 — 1998
BA, Journalism
The Sales Rhino July 2015 - Present
Nationwide Insurance August 2010 - Present
Principal Financial Group November 2007 - August 2010
Bank of America August 2004 - November 2007
Bank of America April 2001 - August 2007
Skills
Insurance, Sales Management, Property & Casualty..., Team Building, Negotiation, Business Development, Selling Skills, CRM, Underwriting, Small Business, Sales, Strategic Planning, Marketing, Risk Management, Management, Life Insurance, Leadership, Customer Service, Coaching, Business Planning, Financial Services, Retirement Planning, Investments, New Business Development, Retirement
Education
Pfeiffer University 2007 — 2010
MBA, Business Administration
Georgia State University 1994 — 1998
BA, Journalism
Aaron Zarle's Principal Financial Group Experience July 2013 - July 2014
Job Builder Development Manager | MultiFamily at Spectrum Brands, Inc
Industry Consumer Goods
Experience
Spectrum Brands, Inc August 2015 - Present
Spectrum Brands August 2014 - Present
Principal Financial Group July 2013 - July 2014
Grubb & Ellis Phoenix Realty Group March 2012 - June 2013
Grubb & Ellis Phoenix Realty Group December 2006 - February 2012
Skills
Variable Annuities, Series 6, Term Life Insurance, 401k, Fixed Annuities, Whole Life, Universal Life, Disability Insurance, Financial Analysis, Informal Business..., Key Person Insurance, Retirement Planning, Qualified Retirement..., Non-Qualified Deferred..., Buy-sell Agreements, Tax-advantaged..., Strategic Financial..., Business Owner Planning, Employee Benefits
Education
Florida State University 2000 — 2004
BS, Exercise Physiology
Spectrum Brands, Inc August 2015 - Present
Spectrum Brands August 2014 - Present
Principal Financial Group July 2013 - July 2014
Grubb & Ellis Phoenix Realty Group March 2012 - June 2013
Grubb & Ellis Phoenix Realty Group December 2006 - February 2012
Skills
Variable Annuities, Series 6, Term Life Insurance, 401k, Fixed Annuities, Whole Life, Universal Life, Disability Insurance, Financial Analysis, Informal Business..., Key Person Insurance, Retirement Planning, Qualified Retirement..., Non-Qualified Deferred..., Buy-sell Agreements, Tax-advantaged..., Strategic Financial..., Business Owner Planning, Employee Benefits
Education
Florida State University 2000 — 2004
BS, Exercise Physiology
RONEL CHARLES RONEL CHARLES's Principal Financial Group Experience April 2013 - May 2014
Job Private Client Group Relationship Manager
Industry Financial Services
Experience
PNC September 2015 - Present
PNC May 2014 - Present
Principal Financial Group April 2013 - May 2014
Wells Fargo Bank July 2008 - March 2013
Skills
Wealth Accumulation, Estate Planning, College Funding..., Key Person Insurance, Buy-Sell Agreements, 401 (k), 403 (b), SEP &..., Annuities (Variable &..., Asset Allocation, Business Continuation..., Business Overhead..., Buy-Sell Review, Charitable Giving, Deferred Compensation..., Disability Income..., Executive Benefits..., Financial Needs Analysis, Income Protection, Informal Business..., IRAs (Traditional &..., Long-Term Care Insurance, Mutual Funds, Pension Plans, Salary Continuation, Split Dollar Plans, Supplemental Retirement..., Survivor Income, Tax-Deferred Savings, Term Life Insurance, Universal Life Insurance, Wellness Programs, Whole Life Insurance, Finance, Financial Services, Life Insurance, Securities, Investments, Leadership
Education
Florida Atlantic University
PNC September 2015 - Present
PNC May 2014 - Present
Principal Financial Group April 2013 - May 2014
Wells Fargo Bank July 2008 - March 2013
Skills
Wealth Accumulation, Estate Planning, College Funding..., Key Person Insurance, Buy-Sell Agreements, 401 (k), 403 (b), SEP &..., Annuities (Variable &..., Asset Allocation, Business Continuation..., Business Overhead..., Buy-Sell Review, Charitable Giving, Deferred Compensation..., Disability Income..., Executive Benefits..., Financial Needs Analysis, Income Protection, Informal Business..., IRAs (Traditional &..., Long-Term Care Insurance, Mutual Funds, Pension Plans, Salary Continuation, Split Dollar Plans, Supplemental Retirement..., Survivor Income, Tax-Deferred Savings, Term Life Insurance, Universal Life Insurance, Wellness Programs, Whole Life Insurance, Finance, Financial Services, Life Insurance, Securities, Investments, Leadership
Education
Florida Atlantic University
Donna Rose, CFP® Donna Rose, CFP®'s Principal Financial Group Experience 2012 - 2013
Job .
Industry Financial Services
Experience
Merkel Financial Services, Inc. 2012 - January 2014
Principal Financial Group 2012 - 2013
Stifel Nicolaus 2009 - July 2012
Morgan Stanley Smith Barney 2003 - 2009
Skills
Series 7, Series 66, Ohio Insurance License,..., Personal Financial..., Retirement Planning, Education Planning
Education
Franklin University
Financial Management, Financial Planning
Merkel Financial Services, Inc. 2012 - January 2014
Principal Financial Group 2012 - 2013
Stifel Nicolaus 2009 - July 2012
Morgan Stanley Smith Barney 2003 - 2009
Skills
Series 7, Series 66, Ohio Insurance License,..., Personal Financial..., Retirement Planning, Education Planning
Education
Franklin University
Financial Management, Financial Planning
Kris Adams Kris Adams's Principal Financial Group Experience September 1989 - August 2001
Job Asst Business Manager / Human Resources at KMPH
Industry Media Production
Experience
KMPH FOX 26 / KFRE CW 59 April 2015 - Present
Lion Raisins May 2011 - May 2015
Shaver Lake Vacation Rentals February 2011 - April 2011
Extreme Off April 2001 - December 2010
Paul Evert's RV Country March 2003 - September 2005
Paul Evert's RV Country March 2003 - September 2005
Upright December 2002 - February 2003
Aon Consulting August 2001 - October 2002
Aon Consulting August 2001 - October 2002
Principal Financial Group September 1989 - August 2001
Skills
Insurance, Employee Benefits, Human Resources, Benefits Administration, Employee Relations, Payroll, Training, New Hire Orientations, HR Policies, Employment Law, Interviews, Customer Service, Management, Invoicing, FMLA, Sales, Auditing, Performance Management, Workers Compensation, Claim, Onboarding, Recruiting, Leadership, Team Building, Microsoft Office
Education
Fresno Pacific University 1998 — 2000
Bachelors Degree, Management Organizational Development
Fresno City College 1996 — 1998
AA, Business Administration
KMPH FOX 26 / KFRE CW 59 April 2015 - Present
Lion Raisins May 2011 - May 2015
Shaver Lake Vacation Rentals February 2011 - April 2011
Extreme Off April 2001 - December 2010
Paul Evert's RV Country March 2003 - September 2005
Paul Evert's RV Country March 2003 - September 2005
Upright December 2002 - February 2003
Aon Consulting August 2001 - October 2002
Aon Consulting August 2001 - October 2002
Principal Financial Group September 1989 - August 2001
Skills
Insurance, Employee Benefits, Human Resources, Benefits Administration, Employee Relations, Payroll, Training, New Hire Orientations, HR Policies, Employment Law, Interviews, Customer Service, Management, Invoicing, FMLA, Sales, Auditing, Performance Management, Workers Compensation, Claim, Onboarding, Recruiting, Leadership, Team Building, Microsoft Office
Education
Fresno Pacific University 1998 — 2000
Bachelors Degree, Management Organizational Development
Fresno City College 1996 — 1998
AA, Business Administration
Howard Weinthal Howard Weinthal's Principal Financial Group Experience February 2011 - Present
Job Retirement Plan Professional / Employee Benefit Specialist Retire Secure at the Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group February 2011 - Present
HRW December 2010 - February 2011
HRW Advisors November 2009 - December 2010
VALIC and AIG Annuity August 1998 - November 2009
Griffin Financial Services January 1994 - July 1998
MetLife January 1988 - July 1994
Magic Pan 1973 - 1980
Skills
Retirement, Retirement Planning, 401k, Strategic Financial..., Financial Services, IRAs, Relationship Management, Personal Finance, Pensions, 401k Rollovers, Financial Planning, Life Insurance, Leadership, Finance, Defined Benefit, Personal Financial..., Retirement Plan...
Education
Fairleigh Dickinson University 1966 — 1971
BA
Principal Financial Group February 2011 - Present
HRW December 2010 - February 2011
HRW Advisors November 2009 - December 2010
VALIC and AIG Annuity August 1998 - November 2009
Griffin Financial Services January 1994 - July 1998
MetLife January 1988 - July 1994
Magic Pan 1973 - 1980
Skills
Retirement, Retirement Planning, 401k, Strategic Financial..., Financial Services, IRAs, Relationship Management, Personal Finance, Pensions, 401k Rollovers, Financial Planning, Life Insurance, Leadership, Finance, Defined Benefit, Personal Financial..., Retirement Plan...
Education
Fairleigh Dickinson University 1966 — 1971
BA
Jay Sinacole's Principal Financial Group Experience 2003 - 2006
Job Vice President at Northern Benefits
Industry Insurance
Experience
Northern Benefits of Massachusetts October 2009 - Present
Assurant Employee Benefits September 2006 - October 2009
Principal Financial Group 2003 - 2006
North Star Marketing 1991 - 2002
Assurant Health/John Alden Life 1991 - 2002
Skills
Health Savings Accounts, Employee Benefits, Insurance
Education
Framingham State College
Bachelors, Psychology
Northern Benefits of Massachusetts October 2009 - Present
Assurant Employee Benefits September 2006 - October 2009
Principal Financial Group 2003 - 2006
North Star Marketing 1991 - 2002
Assurant Health/John Alden Life 1991 - 2002
Skills
Health Savings Accounts, Employee Benefits, Insurance
Education
Framingham State College
Bachelors, Psychology
John Andraos's Principal Financial Group Experience June 2011 - April 2015
Job Managing Partner at South Western Financial Network and Insurance Services
Industry Financial Services
Experience
South Western Wealth Management March 2015 - Present
National Life Group October 2009 - Present
South Western Financial Network and Insurance Services October 2009 - Present
Principal Financial Group June 2011 - April 2015
Union Central/Andraos Capital Management September 2007 - September 2009
Guardian Life Insurance Company of America/Andraos Capital Mgmnt September 1998 - September 2007
Skills
Retirement, Disability Insurance, Life Insurance, Insurance, Estate Planning, Fixed Annuities, Strategic Financial..., Wealth Management, Employee Benefits, Financial Planning, Financial Advisory, Wealth, Securities, Retirement Planning, Recruiting, Finance, Investments, Small Business, 401k, Leadership, Health Insurance, IRAs, Annuities, Pensions, Brokers, Universal Life, Term Life Insurance, Financial Services, Long Term Care, Wealth Accumulation, Financial Planners, Whole Life, Series 7, Series 6, FINRA, Series 63, Mutual Funds, Series 66
Education
Glendale Community College 1983 — 1985
Associate of Arts and Sciences (AAS)
South Western Wealth Management March 2015 - Present
National Life Group October 2009 - Present
South Western Financial Network and Insurance Services October 2009 - Present
Principal Financial Group June 2011 - April 2015
Union Central/Andraos Capital Management September 2007 - September 2009
Guardian Life Insurance Company of America/Andraos Capital Mgmnt September 1998 - September 2007
Skills
Retirement, Disability Insurance, Life Insurance, Insurance, Estate Planning, Fixed Annuities, Strategic Financial..., Wealth Management, Employee Benefits, Financial Planning, Financial Advisory, Wealth, Securities, Retirement Planning, Recruiting, Finance, Investments, Small Business, 401k, Leadership, Health Insurance, IRAs, Annuities, Pensions, Brokers, Universal Life, Term Life Insurance, Financial Services, Long Term Care, Wealth Accumulation, Financial Planners, Whole Life, Series 7, Series 6, FINRA, Series 63, Mutual Funds, Series 66
Education
Glendale Community College 1983 — 1985
Associate of Arts and Sciences (AAS)
Jermell Williams Jermell Williams's Principal Financial Group Experience January 2011 - December 2013
Job Licensed & Insured Business Consultant at PEMCO (HR Admin, Payroll, Compliance, Benefits & Worker's Comp)
Industry Program Development
Experience
Progressive Employer Management Company - PEMCO September 2015 - Present
Gehring Group December 2014 - April 2015
Principal Financial Group January 2011 - December 2013
Principal Financial Group January 2011 - December 2013
McKnight & Williams, PLLC June 2011 - December 2012
Deliver the Dream Organization February 2011 - December 2012
Seitlin Employee Benefits June 2010 - December 2010
Seitlin 2008 - October 2010
Skills
New Business Development, Business Process..., Employee Benefits, Insurance, Health Insurance, Retirement Planning, Strategic Planning, Financial Services, Disability Insurance, Marketing, Forecasting, Benefits Administration, Life Insurance, Underwriting, Non-Qualified Deferred..., 401k, ESOP, B2B Marketing Strategy, Finance, Management, Human Resources, Workers Compensation, Payroll, Workplace and Tax...
Education
The University of Connecticut 2001 — 2008
Bachelor of Science (BS)
Florida International University 2007 — 2007
Spanish Language and Literature
Florida Atlantic University 2006 — 2007
Spanish Language and Literature
Progressive Employer Management Company - PEMCO September 2015 - Present
Gehring Group December 2014 - April 2015
Principal Financial Group January 2011 - December 2013
Principal Financial Group January 2011 - December 2013
McKnight & Williams, PLLC June 2011 - December 2012
Deliver the Dream Organization February 2011 - December 2012
Seitlin Employee Benefits June 2010 - December 2010
Seitlin 2008 - October 2010
Skills
New Business Development, Business Process..., Employee Benefits, Insurance, Health Insurance, Retirement Planning, Strategic Planning, Financial Services, Disability Insurance, Marketing, Forecasting, Benefits Administration, Life Insurance, Underwriting, Non-Qualified Deferred..., 401k, ESOP, B2B Marketing Strategy, Finance, Management, Human Resources, Workers Compensation, Payroll, Workplace and Tax...
Education
The University of Connecticut 2001 — 2008
Bachelor of Science (BS)
Florida International University 2007 — 2007
Spanish Language and Literature
Florida Atlantic University 2006 — 2007
Spanish Language and Literature
Barbara Bowman, CLTC MPA's Principal Financial Group Experience August 2013 - Present
Job Senior Financal Services Representative/ Princor Registered Representative at Principal Financial Group
Industry Investment Management
Experience
Principal Financial Group August 2013 - Present
New England Financial January 2004 - August 2013
Skills
401(k)m 403(b), SEP, &..., Variable Annuities, Fixed Annuities, Asset Allocation, Business Continuation..., Business Overhead..., Buy-Sell Agreements, Buy-Sell Review, Charitable Giving, College Funding..., Deferred Compensation..., Dental Insurance, Disability Income..., Estate Planning, Executive Benefits..., Financial Needs Analysis, Income Protection, Informal Business..., Traditional IRA, Roth IRA, Key Person Insurance, Long-term Care, Mutual Funds, pension plans, salary continuation, split dollar plans, supplemental retirement..., Survivor Income, Series 6, Series 63, Tax-Deferred Savings, Term Life Insurance, Universal Life Insurance, Wellness Programs, Wealth Accumulation, Whole life insurance
Education
Florida State University
Bachelorof Science, Multinational Business
University of Central Florida
Master's degree, Public Administration
Principal Financial Group August 2013 - Present
New England Financial January 2004 - August 2013
Skills
401(k)m 403(b), SEP, &..., Variable Annuities, Fixed Annuities, Asset Allocation, Business Continuation..., Business Overhead..., Buy-Sell Agreements, Buy-Sell Review, Charitable Giving, College Funding..., Deferred Compensation..., Dental Insurance, Disability Income..., Estate Planning, Executive Benefits..., Financial Needs Analysis, Income Protection, Informal Business..., Traditional IRA, Roth IRA, Key Person Insurance, Long-term Care, Mutual Funds, pension plans, salary continuation, split dollar plans, supplemental retirement..., Survivor Income, Series 6, Series 63, Tax-Deferred Savings, Term Life Insurance, Universal Life Insurance, Wellness Programs, Wealth Accumulation, Whole life insurance
Education
Florida State University
Bachelorof Science, Multinational Business
University of Central Florida
Master's degree, Public Administration
Sherri (Perryman) Grant's Principal Financial Group Experience June 2008 - March 2010
Job Employee Benefits Trainer at USI Insurance Services
Industry Insurance
Experience
USI Insurance Services January 2015 - Present
MetLife October 2013 - January 2015
WageWorks August 2012 - October 2013
Humana February 2011 - August 2012
Principal Financial Group June 2008 - March 2010
Assurant Employee Benefits January 1996 - June 2008
Skills
Customer Service, Underwriting, Brokers, Employee Benefits, Account Management, Sales Management, Dentistry, Dental Sales, Health Insurance, CRM, Insurance, Selling, Management, Sales, Customer Retention, Life Insurance, Disability Insurance, Health Savings Accounts
Education
Friends University 2003 — 2004
Bachelor of Science, Management
Shawnee Mission East High School 1987 — 1991
USI Insurance Services January 2015 - Present
MetLife October 2013 - January 2015
WageWorks August 2012 - October 2013
Humana February 2011 - August 2012
Principal Financial Group June 2008 - March 2010
Assurant Employee Benefits January 1996 - June 2008
Skills
Customer Service, Underwriting, Brokers, Employee Benefits, Account Management, Sales Management, Dentistry, Dental Sales, Health Insurance, CRM, Insurance, Selling, Management, Sales, Customer Retention, Life Insurance, Disability Insurance, Health Savings Accounts
Education
Friends University 2003 — 2004
Bachelor of Science, Management
Shawnee Mission East High School 1987 — 1991
Yvonne Lorah Yvonne Lorah's Principal Financial Group Experience September 2007 - April 2008
Job Owner at Yvonne Jane Lorah, CPA PA
Industry Accounting
Experience
Yvonne Jane Lorah, CPA PA July 2010 - Present
Kaman Precision Products, Inc. May 2008 - May 2010
Principal Financial Group September 2007 - April 2008
Lockheed Martin Aeronautics April 1984 - December 2004
Education
University of Central Florida 1996 — 1998
Master Program; Accounting
Georgia State University - J. Mack Robinson College of Business 1982 — 1984
MS, Finance
University of Georgia - Terry College of Business 1979 — 1981
BBA, Economics
Yvonne Jane Lorah, CPA PA July 2010 - Present
Kaman Precision Products, Inc. May 2008 - May 2010
Principal Financial Group September 2007 - April 2008
Lockheed Martin Aeronautics April 1984 - December 2004
Education
University of Central Florida 1996 — 1998
Master Program; Accounting
Georgia State University - J. Mack Robinson College of Business 1982 — 1984
MS, Finance
University of Georgia - Terry College of Business 1979 — 1981
BBA, Economics
Vanessa Howell, MBA Vanessa Howell, MBA's Principal Financial Group Experience July 2004 - September 2007
Job Human Resources Coaching, Connecting, Collaboration & Youth Enrichment
Industry Human Resources
Experience
Des Moines Public Schools December 2014 - Present
Vanessa Howell Consulting, LLC March 2013 - Present
State of Iowa October 2012 - April 2013
MetLife August 2009 - October 2012
Principal Financial Group July 2004 - September 2007
Skills
Government, Policy, Public Policy, Policy Analysis, Public Speaking, Strategic Planning, Process Improvement, Microsoft Office, Research, Customer Service, Program Management, Recruiting, Requisition Management, Job Coaching, Motivational Speaking, Relationship Management, Team Building, Leadership, Fundraising, Training, Coaching, Organizational..., Program Development, Leadership Development, Workshop Facilitation, Staff Development, Career Counseling, Resume Writing, Employee Relations, Interviews, Employee Training, Onboarding, Business Process..., Entrepreneurship, Microsoft Word, Microsoft Excel, Outlook, Career Development, Performance Management, Human Resources, Volunteer Management, Change Management, Talent Management, Conflict Resolution, Succession Planning, Benefits Administration, Executive Coaching, Talent Acquisition, Deferred Compensation, Employee Benefits
Education
Keller Graduate School of Management of DeVry University 2001 — 2003
Master of Business Administration (MBA), Human Resources, General
Franklin University 1994 — 1996
Bachlor of Science, Process Management
Des Moines Public Schools December 2014 - Present
Vanessa Howell Consulting, LLC March 2013 - Present
State of Iowa October 2012 - April 2013
MetLife August 2009 - October 2012
Principal Financial Group July 2004 - September 2007
Skills
Government, Policy, Public Policy, Policy Analysis, Public Speaking, Strategic Planning, Process Improvement, Microsoft Office, Research, Customer Service, Program Management, Recruiting, Requisition Management, Job Coaching, Motivational Speaking, Relationship Management, Team Building, Leadership, Fundraising, Training, Coaching, Organizational..., Program Development, Leadership Development, Workshop Facilitation, Staff Development, Career Counseling, Resume Writing, Employee Relations, Interviews, Employee Training, Onboarding, Business Process..., Entrepreneurship, Microsoft Word, Microsoft Excel, Outlook, Career Development, Performance Management, Human Resources, Volunteer Management, Change Management, Talent Management, Conflict Resolution, Succession Planning, Benefits Administration, Executive Coaching, Talent Acquisition, Deferred Compensation, Employee Benefits
Education
Keller Graduate School of Management of DeVry University 2001 — 2003
Master of Business Administration (MBA), Human Resources, General
Franklin University 1994 — 1996
Bachlor of Science, Process Management
Jim Sandberg Jim Sandberg's Principal Financial Group Experience January 2012 - May 2013
Job Financial Representative
Industry Financial Services
Experience
Western & Southern Life August 2014 - Present
Ohio National Financial Services 2008 - 2014
Principal Financial Group January 2012 - May 2013
Allstate Financial 2009 - December 2011
Insurance Consulting Services October 1993 - December 2007
Education
Florida State University
Bachelors
Western & Southern Life August 2014 - Present
Ohio National Financial Services 2008 - 2014
Principal Financial Group January 2012 - May 2013
Allstate Financial 2009 - December 2011
Insurance Consulting Services October 1993 - December 2007
Education
Florida State University
Bachelors
Danielle Russell's Principal Financial Group Experience August 2013 - October 2013
Job Teacher at The Windward School
Industry Primary/Secondary Education
Experience
The Windward School August 2015 - Present
The Windward School October 2013 - August 2015
Principal Financial Group August 2013 - October 2013
Saks Fifth Avenue April 2013 - August 2013
Digitas February 2012 - April 2013
Media Storm L.L.C May 2011 - August 2011
Skills
Email Marketing, Marketing Communications, Social Media, Online Advertising, Advertising, Leadership, Microsoft Office, Digital Marketing, Lesson Planning, Learning Disabilities, Smartboard, Special Education, Teaching, Curriculum Design, Mathematics, Singapore Math, Social Studies
Education
Long Island University-Westchester Campus 2013 — 2015
M.S.Ed. in Childhood Education (Birth - Grade 6)/Special Education (Grades 1-6)
NYU 2012 — 2013
Franklin Pierce College 2008 — 2011
Bachelor of Science in Marketing
Rye High School 2004 — 2008
Regents Diploma
The Windward School August 2015 - Present
The Windward School October 2013 - August 2015
Principal Financial Group August 2013 - October 2013
Saks Fifth Avenue April 2013 - August 2013
Digitas February 2012 - April 2013
Media Storm L.L.C May 2011 - August 2011
Skills
Email Marketing, Marketing Communications, Social Media, Online Advertising, Advertising, Leadership, Microsoft Office, Digital Marketing, Lesson Planning, Learning Disabilities, Smartboard, Special Education, Teaching, Curriculum Design, Mathematics, Singapore Math, Social Studies
Education
Long Island University-Westchester Campus 2013 — 2015
M.S.Ed. in Childhood Education (Birth - Grade 6)/Special Education (Grades 1-6)
NYU 2012 — 2013
Franklin Pierce College 2008 — 2011
Bachelor of Science in Marketing
Rye High School 2004 — 2008
Regents Diploma
Myles Anderson Myles Anderson's Principal Financial Group Experience May 2014 - July 2014
Job Software Engineer at Harris Corporation
Industry Computer Software
Experience
Harris Corporation July 2015 - Present
Principal Financial Group May 2014 - July 2014
Florida State University August 2012 - August 2013
Uhaul July 2011 - July 2012
Collier County Government District Twenty Medical Examiner's Office 2010 - 2011
Skills
Software Development, Programming, Python, C++, Windows, Linux, Research, Computer Science, Java, C, XML, Eclipse, Visual Studio, Unix, MySQL, PHP, OOP, Agile Methodologies, Software Design, Software Engineering, Game Development, Unity3D
Education
Florida State University 2012 — 2015
Bachelor's of Science, Computer Science
Florida Gulf Coast University 2010 — 2012
Harris Corporation July 2015 - Present
Principal Financial Group May 2014 - July 2014
Florida State University August 2012 - August 2013
Uhaul July 2011 - July 2012
Collier County Government District Twenty Medical Examiner's Office 2010 - 2011
Skills
Software Development, Programming, Python, C++, Windows, Linux, Research, Computer Science, Java, C, XML, Eclipse, Visual Studio, Unix, MySQL, PHP, OOP, Agile Methodologies, Software Design, Software Engineering, Game Development, Unity3D
Education
Florida State University 2012 — 2015
Bachelor's of Science, Computer Science
Florida Gulf Coast University 2010 — 2012
Pablo Tirado Pablo Tirado's Principal Financial Group Experience September 2013 - Present
Job Financial Services Representative, Princor Registered Representative at Principal Financial Group
Industry Financial Services
Experience
KPS Financial June 2013 - Present
Principal Financial Group September 2013 - Present
BE Aerospace November 2010 - May 2013
BE Aerospace May 2010 - November 2010
Stiefel Laboratories October 2007 - May 2010
Norwegian Cruise Line (NCL) September 2004 - October 2007
Royal Caribbean Cruise Lines September 2002 - September 2004
Royal Caribbean Cruise Lines August 2000 - September 2002
Skills
401(k), 403 (b), SEP &..., Annuities (Variable &..., Asset Allocation, Business Continuation..., Business Overhead..., Buy-Sell Agreements, Buy-Sell Review, Charitable Giving, College Fund Strategies, Deferred Compensation..., Dental Insurance, Disability Income..., Estate Planning, Executive Benefits..., Financial Needs Analysis, Income Protection, Informal Business..., IRAs (Traditional &..., Key Person Insurance, Mutual Funds, Pension Plans, Salary Continuation, Series 6, Split Dollar Plans, Supplemental Retirement..., Survivor Income, Tax-Deferred Savings, Term Life Insurance, Universal Life Insurance, Wellnes Programs, Wealth Accumulation, Whole Life Insurance
Education
Florida International University 1997 — 1999
Bachelor of Arts, Economics
Florida International University 1997 — 1999
Bachelor Business Administration, Finance
University of Florida 1994 — 1996
General Undergraduate Requirements
Belen Jesuit Preparatory School 1987 — 1994
High School Diploma
Sandler Training
Sandler Training
KPS Financial June 2013 - Present
Principal Financial Group September 2013 - Present
BE Aerospace November 2010 - May 2013
BE Aerospace May 2010 - November 2010
Stiefel Laboratories October 2007 - May 2010
Norwegian Cruise Line (NCL) September 2004 - October 2007
Royal Caribbean Cruise Lines September 2002 - September 2004
Royal Caribbean Cruise Lines August 2000 - September 2002
Skills
401(k), 403 (b), SEP &..., Annuities (Variable &..., Asset Allocation, Business Continuation..., Business Overhead..., Buy-Sell Agreements, Buy-Sell Review, Charitable Giving, College Fund Strategies, Deferred Compensation..., Dental Insurance, Disability Income..., Estate Planning, Executive Benefits..., Financial Needs Analysis, Income Protection, Informal Business..., IRAs (Traditional &..., Key Person Insurance, Mutual Funds, Pension Plans, Salary Continuation, Series 6, Split Dollar Plans, Supplemental Retirement..., Survivor Income, Tax-Deferred Savings, Term Life Insurance, Universal Life Insurance, Wellnes Programs, Wealth Accumulation, Whole Life Insurance
Education
Florida International University 1997 — 1999
Bachelor of Arts, Economics
Florida International University 1997 — 1999
Bachelor Business Administration, Finance
University of Florida 1994 — 1996
General Undergraduate Requirements
Belen Jesuit Preparatory School 1987 — 1994
High School Diploma
Sandler Training
Sandler Training
Bert Carmody, CPA, CIMC, AIF, CGMA's Principal Financial Group Experience January 1996 - January 2008
Job Principal and ERISA Compliance Officer at MillenniuM Investment and Retirement Advisors, LLC
Industry Management Consulting
Experience
MillenniuM Investment and Retirement Advisors, LLC August 2011 - Present
Southeastern Fiduciary Services, LLC September 2010 - Present
Fiduciary Risk Management, LLC January 2008 - May 2010
Principal Financial Group January 1996 - January 2008
Chicago Trust/ABN AMRO January 1996 - January 2008
U.S. Navy Reserve March 1971 - September 1997
C&S Trust Company/Nationsbank Trust May 1988 - January 1996
Information Systems of America, Inc February 1981 - May 1988
Peat, Marwick, Mitchell & Co. June 1978 - February 1981
Skills
ERISA, Retirement, Investment Advisory, Investments, Defined Benefit, Strategic Financial..., 401k, Pensions, Portfolio Management, Retirement Planning, Employee Benefits, Asset Managment, Consulting, Insurance, Estate Planning, Risk Management, Due Diligence, Executive Pay, Investment Management, Mergers, Military Logistics, Project Management, Leadership Development, Naval Operations, Strategic Leadership, Financial Advisory, Defined Contribution, Management, Finance, Securities, Asset Allocation, Financial Services, Wealth Management, Relationship Management, Series 63
Education
North Carolina State University 1980 — 1980
N/A, Computer Science, 4.0
The George Washington University - School of Business 1977 — 1978
MBA, Finance and Investments
George Mason University 1968 — 1972
Batchelor of Arts, History and Business Administration
MillenniuM Investment and Retirement Advisors, LLC August 2011 - Present
Southeastern Fiduciary Services, LLC September 2010 - Present
Fiduciary Risk Management, LLC January 2008 - May 2010
Principal Financial Group January 1996 - January 2008
Chicago Trust/ABN AMRO January 1996 - January 2008
U.S. Navy Reserve March 1971 - September 1997
C&S Trust Company/Nationsbank Trust May 1988 - January 1996
Information Systems of America, Inc February 1981 - May 1988
Peat, Marwick, Mitchell & Co. June 1978 - February 1981
Skills
ERISA, Retirement, Investment Advisory, Investments, Defined Benefit, Strategic Financial..., 401k, Pensions, Portfolio Management, Retirement Planning, Employee Benefits, Asset Managment, Consulting, Insurance, Estate Planning, Risk Management, Due Diligence, Executive Pay, Investment Management, Mergers, Military Logistics, Project Management, Leadership Development, Naval Operations, Strategic Leadership, Financial Advisory, Defined Contribution, Management, Finance, Securities, Asset Allocation, Financial Services, Wealth Management, Relationship Management, Series 63
Education
North Carolina State University 1980 — 1980
N/A, Computer Science, 4.0
The George Washington University - School of Business 1977 — 1978
MBA, Finance and Investments
George Mason University 1968 — 1972
Batchelor of Arts, History and Business Administration
Brad Schaffnit's Principal Financial Group Experience May 2001 - April 2003
Job Principal, HighPoint Planning Partners
Industry Financial Services
Experience
HighPoint Planning Partners June 2012 - Present
Schaffnit Wealth Management Group LLC April 2003 - June 2012
Principal Financial Group May 2001 - April 2003
Skills
Series 7, Series 63, Retirement Planning, Mutual Funds, Investment Advisory, Investments, Wealth Management, 401k, Strategic Financial..., Asset Allocation, Portfolio Management, Estate Planning, Fixed Annuities, Alternative Investments, Retirement, Investment Strategies, Securities, Investment Management, Financial Analysis, Asset Managment
Education
Florida State University - College of Business 1997 — 2001
Bachelor of Science (BS), Finance and Financial Management Services
HighPoint Planning Partners June 2012 - Present
Schaffnit Wealth Management Group LLC April 2003 - June 2012
Principal Financial Group May 2001 - April 2003
Skills
Series 7, Series 63, Retirement Planning, Mutual Funds, Investment Advisory, Investments, Wealth Management, 401k, Strategic Financial..., Asset Allocation, Portfolio Management, Estate Planning, Fixed Annuities, Alternative Investments, Retirement, Investment Strategies, Securities, Investment Management, Financial Analysis, Asset Managment
Education
Florida State University - College of Business 1997 — 2001
Bachelor of Science (BS), Finance and Financial Management Services
Blair Dickinson's Principal Financial Group Experience June 2011 - June 2013
Job Interlachen Country Club
Industry Sports
Experience
Dickinson & Co. June 2013 - Present
Principal Financial Group June 2011 - June 2013
Skills
Disability Insurance, Employee Benefits, Life Insurance, Insurance, Term Life Insurance, Estate Planning, Long-term Care, Mutual Funds, 401k
Education
Florida State University - College of Business 1999 — 2004
BS, Finance and Risk Management/Insurance
Winter Park High School
Dickinson & Co. June 2013 - Present
Principal Financial Group June 2011 - June 2013
Skills
Disability Insurance, Employee Benefits, Life Insurance, Insurance, Term Life Insurance, Estate Planning, Long-term Care, Mutual Funds, 401k
Education
Florida State University - College of Business 1999 — 2004
BS, Finance and Risk Management/Insurance
Winter Park High School
Douglas DiDominica Douglas DiDominica's Principal Financial Group Experience September 2008 - Present
Job Regional Managing Director at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group September 2008 - Present
Principal Financial Group July 2007 - September 2008
The Granite Financial February 1997 - July 2008
Granite Securities LLC March 2000 - April 2008
The Investment Center February 1999 - February 2000
Wall Street Financial Group February 1998 - March 1999
Raymond James October 1996 - February 1998
Skills
Management, Financial Advisory, Financial Services, Securities, Financial Planners, Coaching, Educational Leadership, Organizational..., Leadership Development, FINRA, Retirement, 401k, Retirement Planning, Fixed Annuities, Series 7, Series 63, Life Insurance, Insurance, Disability Insurance, Mutual Funds, Asset Allocation
Education
Farmingdale State College 1989 — 1992
Principal Financial Group September 2008 - Present
Principal Financial Group July 2007 - September 2008
The Granite Financial February 1997 - July 2008
Granite Securities LLC March 2000 - April 2008
The Investment Center February 1999 - February 2000
Wall Street Financial Group February 1998 - March 1999
Raymond James October 1996 - February 1998
Skills
Management, Financial Advisory, Financial Services, Securities, Financial Planners, Coaching, Educational Leadership, Organizational..., Leadership Development, FINRA, Retirement, 401k, Retirement Planning, Fixed Annuities, Series 7, Series 63, Life Insurance, Insurance, Disability Insurance, Mutual Funds, Asset Allocation
Education
Farmingdale State College 1989 — 1992
LaTina Dollerson-Harris LaTina Dollerson-Harris's Principal Financial Group Experience December 2007 - April 2008
Job Tax and Accounting Sales Representative at Thomson Reuters
Industry Accounting
Experience
Thomson Reuters April 2010 - Present
Self Employed May 2008 - April 2010
Principal Financial Group December 2007 - April 2008
Schering-Plough February 2004 - November 2007
schering-plough 2004 - 2007
Xerox Corporation September 1998 - February 2004
Xerox 1998 - 2004
United States Air Force May 1989 - May 1993
United States Air Force 1989 - 1993
Skills
Salesforce.com, Selling, Account Management, Sales, Applicant Tracking..., Management, Leadership, Training, Coaching, New Business Development, Recruiting, Marketing, Team Building, Sales Process, Sales Management, Sales Operations, Lead Generation, Marketing Strategy, Project Management, Negotiation, Microsoft Excel, Direct Sales, Networking, Cold Calling, Sales Presentations, Analysis
Education
Florida State University 1994 — 1995
B.S., Social Science, Communications
Gulf Coast Community College 1990 — 1993
A.A., Liberal Arts
Thomson Reuters April 2010 - Present
Self Employed May 2008 - April 2010
Principal Financial Group December 2007 - April 2008
Schering-Plough February 2004 - November 2007
schering-plough 2004 - 2007
Xerox Corporation September 1998 - February 2004
Xerox 1998 - 2004
United States Air Force May 1989 - May 1993
United States Air Force 1989 - 1993
Skills
Salesforce.com, Selling, Account Management, Sales, Applicant Tracking..., Management, Leadership, Training, Coaching, New Business Development, Recruiting, Marketing, Team Building, Sales Process, Sales Management, Sales Operations, Lead Generation, Marketing Strategy, Project Management, Negotiation, Microsoft Excel, Direct Sales, Networking, Cold Calling, Sales Presentations, Analysis
Education
Florida State University 1994 — 1995
B.S., Social Science, Communications
Gulf Coast Community College 1990 — 1993
A.A., Liberal Arts
Nelson Russo's Principal Financial Group Experience November 2009 - June 2011
Job National Sales Manager at Origin USA
Industry Wholesale
Experience
Origin USA February 2015 - Present
Independent 2005 - Present
Origin USA October 2014 - February 2015
WinDoor Inc. October 2012 - August 2014
AAA Auto Club South June 2011 - October 2012
Principal Financial Group November 2009 - June 2011
Russo Financial Group May 2003 - November 2009
AXA Advisors July 2000 - May 2003
Skills
Sales, Customer Service, Small Business, Public Speaking, Leadership, Fundraising, Time Management, Coaching
Education
Florida State University 1987 — 1989
Bachelor of Fine Arts (BFA), Acting
Tampa Catholic High School 1980 — 1984
Origin USA February 2015 - Present
Independent 2005 - Present
Origin USA October 2014 - February 2015
WinDoor Inc. October 2012 - August 2014
AAA Auto Club South June 2011 - October 2012
Principal Financial Group November 2009 - June 2011
Russo Financial Group May 2003 - November 2009
AXA Advisors July 2000 - May 2003
Skills
Sales, Customer Service, Small Business, Public Speaking, Leadership, Fundraising, Time Management, Coaching
Education
Florida State University 1987 — 1989
Bachelor of Fine Arts (BFA), Acting
Tampa Catholic High School 1980 — 1984
Javier Vacas, MBA Javier Vacas, MBA's Principal Financial Group Experience August 2015 - Present
Job Financial Services Representative, Princor Registered Representative
Industry Financial Services
Experience
Principal Financial Group August 2015 - Present
Vacas Florida Insurance Group November 2010 - July 2015
Allstate November 2010 - June 2015
Ralph Lauren February 2006 - September 2010
Macy's March 1999 - March 2006
Citicorp Investment Services May 1993 - September 1993
Skills
Mutual Funds, Team Building, Marketing Strategy, Employee Benefits, Microsoft Excel
Education
Florida International University - College of Business 2008 — 2010
Master of Business Administration (MBA)
Florida International University 2000 — 2004
Bachelor of Business Administration (B.B.A.), Business Management
Principal Financial Group August 2015 - Present
Vacas Florida Insurance Group November 2010 - July 2015
Allstate November 2010 - June 2015
Ralph Lauren February 2006 - September 2010
Macy's March 1999 - March 2006
Citicorp Investment Services May 1993 - September 1993
Skills
Mutual Funds, Team Building, Marketing Strategy, Employee Benefits, Microsoft Excel
Education
Florida International University - College of Business 2008 — 2010
Master of Business Administration (MBA)
Florida International University 2000 — 2004
Bachelor of Business Administration (B.B.A.), Business Management
Timothy W. Donald, Jr. Timothy W. Donald, Jr.'s Principal Financial Group Experience February 2014 - Present
Job Financial Services Representative at Principal Financial Group
Industry Facilities Services
Experience
Principal Financial Group February 2014 - Present
Skills
401k, 403 b, SEP, Simple IRA, Business Continuation..., Buy-sell Agreements, Charitable Giving, College Funding..., Deferred Compensation, Income Protection, Long Term Care Insurance, Mutual Funds, Pension Plans, Series 6, Term Life Insurance, Universal Life Insurance, Wealth Accumulation
Education
Florida Technical College 1997 — 2000
Associate of Science (A.S.), Computer Technology/Computer Systems Technology
Florida State College at Jacksonville
Business Administration and Management, General
Principal Financial Group February 2014 - Present
Skills
401k, 403 b, SEP, Simple IRA, Business Continuation..., Buy-sell Agreements, Charitable Giving, College Funding..., Deferred Compensation, Income Protection, Long Term Care Insurance, Mutual Funds, Pension Plans, Series 6, Term Life Insurance, Universal Life Insurance, Wealth Accumulation
Education
Florida Technical College 1997 — 2000
Associate of Science (A.S.), Computer Technology/Computer Systems Technology
Florida State College at Jacksonville
Business Administration and Management, General
Mickey Thomas Mickey Thomas's Principal Financial Group Experience September 2014 - Present
Job Founder at Universitas Financial Services
Industry Financial Services
Experience
Universitas Financial Services October 2014 - Present
Principal Financial Group September 2014 - Present
TIAA-CREF February 2012 - April 2013
Wells Fargo Advisors February 2008 - June 2010
Smith Barney August 2001 - February 2008
WACHOVIA SECURITIES September 1990 - August 2001
YMCA OF GREATER August 1987 - September 1990
Skills
401 (k), 403 (b), SEP &..., Annuities (Variable &..., Business Continuation..., Business Overhead..., Buy-Sell Agreements, Buy-Sell Review, Charitable Giving, Deferred Compensation..., Dental Insurance, Disability Income..., Estate Planning, Executive Benefits..., Income Protection, Informal Business..., Key Person Insurance, Long-Term Care Insurance, Pension Plans, Salary Continuation, Split Dollar Plans, Supplemental Retirement..., Survivor Income, Tax-Deferred Savings, Term Life Insurance, Universal Life Insurance, Wealth Accumulation, Whole Life Insurance, College Funding...
Education
University of Tennessee-Knoxville 1979 — 1981
MS, Interdisciplinary
Emory and Henry College 1975 — 1979
BA, Interdisciplinary
Universitas Financial Services October 2014 - Present
Principal Financial Group September 2014 - Present
TIAA-CREF February 2012 - April 2013
Wells Fargo Advisors February 2008 - June 2010
Smith Barney August 2001 - February 2008
WACHOVIA SECURITIES September 1990 - August 2001
YMCA OF GREATER August 1987 - September 1990
Skills
401 (k), 403 (b), SEP &..., Annuities (Variable &..., Business Continuation..., Business Overhead..., Buy-Sell Agreements, Buy-Sell Review, Charitable Giving, Deferred Compensation..., Dental Insurance, Disability Income..., Estate Planning, Executive Benefits..., Income Protection, Informal Business..., Key Person Insurance, Long-Term Care Insurance, Pension Plans, Salary Continuation, Split Dollar Plans, Supplemental Retirement..., Survivor Income, Tax-Deferred Savings, Term Life Insurance, Universal Life Insurance, Wealth Accumulation, Whole Life Insurance, College Funding...
Education
University of Tennessee-Knoxville 1979 — 1981
MS, Interdisciplinary
Emory and Henry College 1975 — 1979
BA, Interdisciplinary
Yaoliang He Yaoliang He's Principal Financial Group Experience May 2013 - Present
Job Quantitative Equities Research Associate at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group May 2013 - Present
Florida State University August 2011 - May 2013
Center for Ocean-Atmospheric Prediction Studies September 2012 - April 2013
Anaxi Capital June 2012 - August 2012
Northwest Regional Data Center March 2012 - June 2012
Acces January 2009 - July 2011
Hyron July 2005 - June 2008
Skills
DB2, SQL Server, Access, Unix, Linux, Windows, C++, Java, VB, SAS, COBOL, Delphi, C, Matlab, JavaScript, Statistics, VBA, Modeling, Excel, Programming, HTML, Operating Systems, Testing, Troubleshooting, SQL, Problem Solving, Databases, Word, Visio, MS Project, Visual Studio, Computer Hardware, Data Analysis, JCL, Bshell, z/OS, Python, Monte Carlo Simulation
Education
Florida State University
Fudan University
Bachelor, Computer Science
Principal Financial Group May 2013 - Present
Florida State University August 2011 - May 2013
Center for Ocean-Atmospheric Prediction Studies September 2012 - April 2013
Anaxi Capital June 2012 - August 2012
Northwest Regional Data Center March 2012 - June 2012
Acces January 2009 - July 2011
Hyron July 2005 - June 2008
Skills
DB2, SQL Server, Access, Unix, Linux, Windows, C++, Java, VB, SAS, COBOL, Delphi, C, Matlab, JavaScript, Statistics, VBA, Modeling, Excel, Programming, HTML, Operating Systems, Testing, Troubleshooting, SQL, Problem Solving, Databases, Word, Visio, MS Project, Visual Studio, Computer Hardware, Data Analysis, JCL, Bshell, z/OS, Python, Monte Carlo Simulation
Education
Florida State University
Fudan University
Bachelor, Computer Science
Ed Fortier, CFP® Ed Fortier, CFP®'s Principal Financial Group Experience November 1998 - January 2001
Job Family and Business Wealth Counselor
Industry Financial Services
Experience
Strategic Stewardship September 2014 - Present
The Piedmont Group of Atlanta, LLC March 2011 - August 2014
Card, Fortier & Murray, LLC January 2001 - January 2012
White Horse Advisors, LLC July 2005 - March 2011
Principal Financial Group November 1998 - January 2001
Skills
Strategic Financial..., Start-ups, Estate Planning, Management, Small Business, Finance, Strategic Planning, Investment Advisory, Financial Advisory, Investments, Retirement Planning, Wealth, Wealth Management, Business Development, Financial Planners, 401k, Portfolio Management, Retirement, Process Improvement, Stewardship, Financial Planning
Education
Georgia Institute of Technology 1979 — 1983
BSIM, Management
The Marist School 1974 — 1979
Strategic Stewardship September 2014 - Present
The Piedmont Group of Atlanta, LLC March 2011 - August 2014
Card, Fortier & Murray, LLC January 2001 - January 2012
White Horse Advisors, LLC July 2005 - March 2011
Principal Financial Group November 1998 - January 2001
Skills
Strategic Financial..., Start-ups, Estate Planning, Management, Small Business, Finance, Strategic Planning, Investment Advisory, Financial Advisory, Investments, Retirement Planning, Wealth, Wealth Management, Business Development, Financial Planners, 401k, Portfolio Management, Retirement, Process Improvement, Stewardship, Financial Planning
Education
Georgia Institute of Technology 1979 — 1983
BSIM, Management
The Marist School 1974 — 1979
Jerry Attento Jerry Attento's Principal Financial Group Experience January 2005 - Present
Job Financial Advisor, Development Director, Princor Registered Representative
Industry Investment Management
Experience
Principal Financial Group January 2005 - Present
Skills
Training And Development, Retirement Planning, Asset Allocation, Financial Needs Analysis
Education
Florida State University 1999 — 2003
Principal Financial Group January 2005 - Present
Skills
Training And Development, Retirement Planning, Asset Allocation, Financial Needs Analysis
Education
Florida State University 1999 — 2003
Chelsea Rider Chelsea Rider's Principal Financial Group Experience April 2013 - Present
Job Administrative Coordinator at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group April 2013 - Present
Sanders Environmental, Inc. June 2004 - December 2012
Walker Township Fire Company February 2009 - May 2012
Skills
Human Resources, Hiring Employees, Data Management, Writing, Editing, Performance Reviews
Education
UNC Chapel Hill 2005 — 2008
B.A. Comparative Literature
Kings College London 2006 — 2007
Literature Exchange Program
Florida Institute of Technology 2003 — 2005
Molecular Biology
Principal Financial Group April 2013 - Present
Sanders Environmental, Inc. June 2004 - December 2012
Walker Township Fire Company February 2009 - May 2012
Skills
Human Resources, Hiring Employees, Data Management, Writing, Editing, Performance Reviews
Education
UNC Chapel Hill 2005 — 2008
B.A. Comparative Literature
Kings College London 2006 — 2007
Literature Exchange Program
Florida Institute of Technology 2003 — 2005
Molecular Biology
Bridgette Hyde's Principal Financial Group Experience September 2008 - June 2009
Job Director at Bucket List Planning
Industry Financial Services
Experience
Bucket List Planning, LLC January 2014 - Present
Advocare May 2010 - January 2014
Capstone Financial, LLC June 2013 - December 2013
Northwestern Mutual November 2012 - May 2013
MassMutual Financial Group March 2010 - November 2012
Live Outside June 2009 - November 2009
Principal Financial Group September 2008 - June 2009
Genworth Financial February 2005 - August 2007
AMVESCAP Retirement of Invesco Funds August 2003 - February 2005
Skills
Retirement, Series 7, Series 63, Investments, 401k, Mutual Funds, Insurance, Fixed Annuities, Financial Analysis, Strategic Financial..., Asset Allocation, Strategic Planning, Training, Leadership, Portfolio Management, Sales, Strategy, Finance, Business Development, Financial Advisory, Financial Services, Life Insurance, Start-ups, Marketing, Mergers & Acquisitions, Securities, Marathon
Education
Georgia State University - J. Mack Robinson College of Business 2002 — 2003
Bachelor of Arts (B.A.), Finance, General
Montana State University-Bozeman 1998 — 2001
Darlington High School
Bucket List Planning, LLC January 2014 - Present
Advocare May 2010 - January 2014
Capstone Financial, LLC June 2013 - December 2013
Northwestern Mutual November 2012 - May 2013
MassMutual Financial Group March 2010 - November 2012
Live Outside June 2009 - November 2009
Principal Financial Group September 2008 - June 2009
Genworth Financial February 2005 - August 2007
AMVESCAP Retirement of Invesco Funds August 2003 - February 2005
Skills
Retirement, Series 7, Series 63, Investments, 401k, Mutual Funds, Insurance, Fixed Annuities, Financial Analysis, Strategic Financial..., Asset Allocation, Strategic Planning, Training, Leadership, Portfolio Management, Sales, Strategy, Finance, Business Development, Financial Advisory, Financial Services, Life Insurance, Start-ups, Marketing, Mergers & Acquisitions, Securities, Marathon
Education
Georgia State University - J. Mack Robinson College of Business 2002 — 2003
Bachelor of Arts (B.A.), Finance, General
Montana State University-Bozeman 1998 — 2001
Darlington High School
Bryan Griffith Bryan Griffith's Principal Financial Group Experience June 2004 - February 2005
Job Financial Advisor at Cornerstone Advisory Group, Inc.
Industry Financial Services
Experience
Commonwealth Financial Network February 2005 - Present
Principal Financial Group June 2004 - February 2005
Skills
Retirement Planning, Wealth Management, Investments, 401k, Investment Management, Retirement Plan..., Qualified Retirement..., Fiduciary Services, Investment Policy..., Investment Policy..., Employee Wellness..., Financial Literacy..., Employee Benefits, 401k Rollovers, Series 7, Series 66, Series 63
Education
Fresno Pacific University 2000 — 2004
Bachelor of Arts (B.A.), Mathematics
Commonwealth Financial Network February 2005 - Present
Principal Financial Group June 2004 - February 2005
Skills
Retirement Planning, Wealth Management, Investments, 401k, Investment Management, Retirement Plan..., Qualified Retirement..., Fiduciary Services, Investment Policy..., Investment Policy..., Employee Wellness..., Financial Literacy..., Employee Benefits, 401k Rollovers, Series 7, Series 66, Series 63
Education
Fresno Pacific University 2000 — 2004
Bachelor of Arts (B.A.), Mathematics
Michelle Reyes-Tavarez Michelle Reyes-Tavarez's Principal Financial Group Experience September 2011 - Present
Job Principal Financial Group
Industry Insurance
Experience
Principal Financial Group September 2011 - Present
Prudential Insurance Company of America December 2008 - September 2011
Chamberlin Edmonds June 2003 - October 2008
Skills
Insurance, Health Insurance, Disability Insurance, Account Management, Employee Benefits, Life Insurance, Customer Service, Underwriting, Financial Services, Direct Marketing, Relationship Management, Brokers, Microsoft Excel
Education
Excelsior College 2009 — 2012
Master of Business Administration (M.B.A.), Business Administration and Management, General
New York University 1999 — 2003
Bachelor's degree, Journalism & Mass Communications
Principal Financial Group September 2011 - Present
Prudential Insurance Company of America December 2008 - September 2011
Chamberlin Edmonds June 2003 - October 2008
Skills
Insurance, Health Insurance, Disability Insurance, Account Management, Employee Benefits, Life Insurance, Customer Service, Underwriting, Financial Services, Direct Marketing, Relationship Management, Brokers, Microsoft Excel
Education
Excelsior College 2009 — 2012
Master of Business Administration (M.B.A.), Business Administration and Management, General
New York University 1999 — 2003
Bachelor's degree, Journalism & Mass Communications
Lauren Imperiosi Lauren Imperiosi's Principal Financial Group Experience March 2015 - Present
Job Account Executive II at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group March 2015 - Present
Principal financial group August 2011 - Present
Skills
401k, 403b, Deferred Benefit Plans, Deferred Compensation..., Pension Plans, SEP IRA, Simple IRA
Education
Ramapo College of NJ 2007 — 2010
Bachelor of Arts (BA), Economics
Fairfield University 2005 — 2006
Principal Financial Group March 2015 - Present
Principal financial group August 2011 - Present
Skills
401k, 403b, Deferred Benefit Plans, Deferred Compensation..., Pension Plans, SEP IRA, Simple IRA
Education
Ramapo College of NJ 2007 — 2010
Bachelor of Arts (BA), Economics
Fairfield University 2005 — 2006
Harold Batista ,BHSA ,CCFC Harold Batista ,BHSA ,CCFC's Principal Financial Group Experience 1993 - 1996
Job Individual & Group Benefit Risk Management Business Consultant at AFLAC
Industry Insurance
Experience
AFLAC March 2015 - Present
IA US GC February 2015 - Present
BNI July 2012 - Present
International Association of U.S. Government Contractors October 2010 - Present
ANSWERS 4 FUNDING DBA 2004 - Present
INSURANCE ANSWERS INC. 1997 - Present
International Association of U.S. Government Contractors September 2009 - September 2010
Principal Financial Group 1993 - 1996
Skills
Team Building, Leadership Development, Public Speaking, Healthcare, Performance Improvement, Cash Flow, Insurance, A/R collections, Federal Procurement, Federal Government..., Coaching
Education
Florida International University 1985 — 1987
BHSA, Health Service Administration
Landmark Education 2008 — 2009
AFLAC March 2015 - Present
IA US GC February 2015 - Present
BNI July 2012 - Present
International Association of U.S. Government Contractors October 2010 - Present
ANSWERS 4 FUNDING DBA 2004 - Present
INSURANCE ANSWERS INC. 1997 - Present
International Association of U.S. Government Contractors September 2009 - September 2010
Principal Financial Group 1993 - 1996
Skills
Team Building, Leadership Development, Public Speaking, Healthcare, Performance Improvement, Cash Flow, Insurance, A/R collections, Federal Procurement, Federal Government..., Coaching
Education
Florida International University 1985 — 1987
BHSA, Health Service Administration
Landmark Education 2008 — 2009
Steve Cooke CLU Highlands Insurance & Retirement Sol...s's Principal Financial Group Experience December 2010 - December 2012
Job Providing insurance, investment and financial planning services to business owners, individuals and families
Industry Insurance
Experience
Highlands Insurance & Retirement Solutions October 2008 - Present
Ameritas 2013 - 2014
Principal Financial Group December 2010 - December 2012
Bankers Life and Casualty 1985 - 2008
Bankers Life and Casualty June 1987 - December 2003
Skills
Disability Insurance, Fixed Annuities, Insurance, Life Insurance, Term Life Insurance, Long-term Care, Health Insurance, Retirement, Long Term Care Insurance, IRAs, Universal Life, Whole Life, Retirement Planning, 401k, Underwriting
Education
Emporia State University 1981 — 1985
BA, Business
Highlands Insurance & Retirement Solutions October 2008 - Present
Ameritas 2013 - 2014
Principal Financial Group December 2010 - December 2012
Bankers Life and Casualty 1985 - 2008
Bankers Life and Casualty June 1987 - December 2003
Skills
Disability Insurance, Fixed Annuities, Insurance, Life Insurance, Term Life Insurance, Long-term Care, Health Insurance, Retirement, Long Term Care Insurance, IRAs, Universal Life, Whole Life, Retirement Planning, 401k, Underwriting
Education
Emporia State University 1981 — 1985
BA, Business
Krista Singleton's Principal Financial Group Experience October 2006 - June 2009
Job Manager, Instructional Design, Raymond James and AssociatesPrivate Client Group
Industry Financial Services
Experience
Raymond James & Associates - Private Client Group August 2014 - Present
Sagicor Life Insurance Company July 2011 - October 2013
Principal Financial Group October 2006 - June 2009
Raymond James Financial January 1999 - October 2006
Scholastic Book Fairs August 1997 - January 1999
Hernando County Schools January 1993 - January 1997
Skills
Sales, Training, Life Insurance, Retirement Planning, Insurance, Employee Benefits, Customer Service, Series 7, Mutual Funds, Fixed Annuities, Recruiting, Investments, Management, Sales Management, Selling, Marketing, Coaching, Sales Operations
Education
University of South Florida 2011 — 2014
M. Ed., Instructional Technology, 4.0 Overall GPA
Florida State University 1991 — 1994
Bachelor of Science (B.S.), English/Language Arts Teacher Education
Raymond James & Associates - Private Client Group August 2014 - Present
Sagicor Life Insurance Company July 2011 - October 2013
Principal Financial Group October 2006 - June 2009
Raymond James Financial January 1999 - October 2006
Scholastic Book Fairs August 1997 - January 1999
Hernando County Schools January 1993 - January 1997
Skills
Sales, Training, Life Insurance, Retirement Planning, Insurance, Employee Benefits, Customer Service, Series 7, Mutual Funds, Fixed Annuities, Recruiting, Investments, Management, Sales Management, Selling, Marketing, Coaching, Sales Operations
Education
University of South Florida 2011 — 2014
M. Ed., Instructional Technology, 4.0 Overall GPA
Florida State University 1991 — 1994
Bachelor of Science (B.S.), English/Language Arts Teacher Education
Ken Crider, MBA Ken Crider, MBA's Principal Financial Group Experience January 2001 - February 2005
Job Solutions Architect at Wellmark Blue Cross and Blue Shield
Industry Information Technology and Services
Experience
Wellmark Blue Cross and Blue Shield August 2015 - Present
DuPont Pioneer September 2014 - Present
DuPont Pioneer September 2013 - August 2014
Sogeti USA LLC April 2012 - September 2013
Dee Zee, Inc February 2005 - February 2012
Principal Financial Group January 2001 - February 2005
Skills
Development Tools, Database Systems, Software Development, C# 4.0, VB.NET, WCF, Gentran Integration..., SharePoint, Microsoft SQL Server, Sybase SQL Anywhere, Subversion, ASP.NET MVC, SSRS, Database Design, .NET, Visual Studio, T-SQL, Testing, Databases, SQL
Education
Iowa State University 2012 — 2014
Master of Business Administration (M.B.A.), Technology and Innovation Management, 3.80
Faith Baptist Bible College and Theological Seminary 1993 — 1996
Bachelor's degree, Bible/Biblical Studies
Wellmark Blue Cross and Blue Shield August 2015 - Present
DuPont Pioneer September 2014 - Present
DuPont Pioneer September 2013 - August 2014
Sogeti USA LLC April 2012 - September 2013
Dee Zee, Inc February 2005 - February 2012
Principal Financial Group January 2001 - February 2005
Skills
Development Tools, Database Systems, Software Development, C# 4.0, VB.NET, WCF, Gentran Integration..., SharePoint, Microsoft SQL Server, Sybase SQL Anywhere, Subversion, ASP.NET MVC, SSRS, Database Design, .NET, Visual Studio, T-SQL, Testing, Databases, SQL
Education
Iowa State University 2012 — 2014
Master of Business Administration (M.B.A.), Technology and Innovation Management, 3.80
Faith Baptist Bible College and Theological Seminary 1993 — 1996
Bachelor's degree, Bible/Biblical Studies
Melissa Lacy's Principal Financial Group Experience November 2004 - October 2005
Job International Financial Controller at Netwrix Corporation
Industry Computer Software
Experience
Young Living Essential Oils Independent Distributor 2015 - 2015
The Mergis Group September 2013 - March 2014
Exel June 2011 - December 2012
MindLeaders November 2006 - June 2011
Balestra, Harr & Scherer, CPAs, Inc. October 2005 - November 2006
Principal Financial Group November 2004 - October 2005
frequency marketing 1998 - 2000
Skills
Budgeting, Financial Accounting, Mergers, Analytics, Financial Reporting, Auditing, SOX, Accounts Receivable, GAAP, Accounting, General Ledger, Accounts Payable, Financial Analysis, Internal Controls, Account Reconciliation, Forecasting, Audit, Payroll, Quickbooks, PeopleSoft, Process Improvement, Financial Planning, Financial Management, Cost Accounting, Billing, Hyperion, Fixed Assets, Cash Flow, Reconciliation, IFRS, Compliance, Variance Analysis, Tax, Consolidation, Excel, Income Tax, Analysis, Journal Entries, Accruals, Cash Management, Access, Inventory Management, Balance, P&L, Risk Management, SEC reporting, Strategic Planning, Great Plains Software, Microsoft Excel, Sarbanes-Oxley Act
Education
Franklin University 2012 — 2015
Master of Science (M.S.), Accounting
Franklin University 2003 — 2010
BS, Finance, Accounting, Forensic Accounting
Young Living Essential Oils Independent Distributor 2015 - 2015
The Mergis Group September 2013 - March 2014
Exel June 2011 - December 2012
MindLeaders November 2006 - June 2011
Balestra, Harr & Scherer, CPAs, Inc. October 2005 - November 2006
Principal Financial Group November 2004 - October 2005
frequency marketing 1998 - 2000
Skills
Budgeting, Financial Accounting, Mergers, Analytics, Financial Reporting, Auditing, SOX, Accounts Receivable, GAAP, Accounting, General Ledger, Accounts Payable, Financial Analysis, Internal Controls, Account Reconciliation, Forecasting, Audit, Payroll, Quickbooks, PeopleSoft, Process Improvement, Financial Planning, Financial Management, Cost Accounting, Billing, Hyperion, Fixed Assets, Cash Flow, Reconciliation, IFRS, Compliance, Variance Analysis, Tax, Consolidation, Excel, Income Tax, Analysis, Journal Entries, Accruals, Cash Management, Access, Inventory Management, Balance, P&L, Risk Management, SEC reporting, Strategic Planning, Great Plains Software, Microsoft Excel, Sarbanes-Oxley Act
Education
Franklin University 2012 — 2015
Master of Science (M.S.), Accounting
Franklin University 2003 — 2010
BS, Finance, Accounting, Forensic Accounting
Yerandy del Prado Yerandy del Prado's Principal Financial Group Experience April 2015 - Present
Job Benefit & Planning Counselor at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group April 2015 - Present
Scottrade May 2012 - April 2015
Scottrade October 2010 - May 2012
Skills
Investments, Series 7, Equities, Financial Modeling, Financial Analysis, Mutual Funds, Portfolio Management, Series 63, Fixed Income, Securities, Finance, Valuation, Bloomberg, Strategic Financial..., Banking
Education
Florida International University - College of Business 2010 — 2012
Bachelor of Business Administration (BBA), Finance, General
University of Central Florida 2008 — 2010
Associate's degree, Finance, General
Principal Financial Group April 2015 - Present
Scottrade May 2012 - April 2015
Scottrade October 2010 - May 2012
Skills
Investments, Series 7, Equities, Financial Modeling, Financial Analysis, Mutual Funds, Portfolio Management, Series 63, Fixed Income, Securities, Finance, Valuation, Bloomberg, Strategic Financial..., Banking
Education
Florida International University - College of Business 2010 — 2012
Bachelor of Business Administration (BBA), Finance, General
University of Central Florida 2008 — 2010
Associate's degree, Finance, General
James S. Altamirano James S. Altamirano's Principal Financial Group Experience September 2014 - Present
Job Market Growth and Development Manager at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group September 2014 - Present
MedPath Global January 2008 - November 2014
GO Sports Unlimited December 2012 - July 2014
DataValidation.com February 2011 - October 2012
State Farm Insurance 2008 - 2011
HCG, LLC. 2007 - 2011
NAHREP Atlanta 2004 - 2007
Mortgage Industry 2003 - 2007
Skills
Sales Management, Salesforce.com, Sales, Business Development, Business Strategy, Digital Marketing, Marketing Strategy, Entrepreneurship, Social Media Marketing, Marketing, Leadership, Management, Nonprofits, Business Planning, Strategic Planning, Social Networking, Fundraising, Start-ups, Strategic Partnerships, Email Marketing, Lead Generation, Networking, Small Business, Online Marketing, Strategy, Online Advertising, Creative Direction, E-commerce, CRM, Direct Marketing, B2B, New Business Development, Mobile Marketing, Sales Process, SEO, Product Marketing, SaaS, Analytics, Customer Acquisition, Executive Management, SEM, Direct Sales, B2B Marketing, Product Management, PPC, Brand Development, Go-to-market Strategy, Integrated Marketing, Marketing Management, Competitive Analysis
Education
Georgia State University - J. Mack Robinson College of Business
MBA
Georgia State University. Finance
BBA
Principal Financial Group September 2014 - Present
MedPath Global January 2008 - November 2014
GO Sports Unlimited December 2012 - July 2014
DataValidation.com February 2011 - October 2012
State Farm Insurance 2008 - 2011
HCG, LLC. 2007 - 2011
NAHREP Atlanta 2004 - 2007
Mortgage Industry 2003 - 2007
Skills
Sales Management, Salesforce.com, Sales, Business Development, Business Strategy, Digital Marketing, Marketing Strategy, Entrepreneurship, Social Media Marketing, Marketing, Leadership, Management, Nonprofits, Business Planning, Strategic Planning, Social Networking, Fundraising, Start-ups, Strategic Partnerships, Email Marketing, Lead Generation, Networking, Small Business, Online Marketing, Strategy, Online Advertising, Creative Direction, E-commerce, CRM, Direct Marketing, B2B, New Business Development, Mobile Marketing, Sales Process, SEO, Product Marketing, SaaS, Analytics, Customer Acquisition, Executive Management, SEM, Direct Sales, B2B Marketing, Product Management, PPC, Brand Development, Go-to-market Strategy, Integrated Marketing, Marketing Management, Competitive Analysis
Education
Georgia State University - J. Mack Robinson College of Business
MBA
Georgia State University. Finance
BBA
Nicholas Monaco's Principal Financial Group Experience May 2015 - August 2015
Job Junior Trader at Argo Partners
Industry Investment Management
Experience
Argo Partners September 2015 - Present
Principal Financial Group May 2015 - August 2015
After Dark Miami Pro Sound & Lighting, Inc. 2010 - 2013
Monaco Entertainment Services 2010 - 2013
Skills
Microsoft Excel, Microsoft Word, Public Speaking, Team Leadership, Finance, Time Management, Leadership Development, Performance Motivation, Alternative Investments, Research, PowerPoint, Microsoft Office, Leadership, Teamwork, Social Media, Social Networking, Customer Service, Event Planning, Project Management, Financial Analysis, Access, Management, Marketing, Data Analysis, Economics
Education
Fordham University 2013 — 2017
Bachelor of Science (BS), Finance
Archbishop McCarthy High School 2009 — 2013
High School Graduate, Finance and Financial Management Services
Argo Partners September 2015 - Present
Principal Financial Group May 2015 - August 2015
After Dark Miami Pro Sound & Lighting, Inc. 2010 - 2013
Monaco Entertainment Services 2010 - 2013
Skills
Microsoft Excel, Microsoft Word, Public Speaking, Team Leadership, Finance, Time Management, Leadership Development, Performance Motivation, Alternative Investments, Research, PowerPoint, Microsoft Office, Leadership, Teamwork, Social Media, Social Networking, Customer Service, Event Planning, Project Management, Financial Analysis, Access, Management, Marketing, Data Analysis, Economics
Education
Fordham University 2013 — 2017
Bachelor of Science (BS), Finance
Archbishop McCarthy High School 2009 — 2013
High School Graduate, Finance and Financial Management Services
Jason Sanders, MBA Jason Sanders, MBA's Principal Financial Group Experience April 2015 - Present
Job Managing Director at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group April 2015 - Present
Principal Financial Group November 2009 - Present
Education
University of North Florida - College of Business Administration 2007 — 2009
MBA, Business Administration
Florida State University - College of Business 2003 — 2007
Business Administration
St. Johns Country Day School 1995 — 2003
Principal Financial Group April 2015 - Present
Principal Financial Group November 2009 - Present
Education
University of North Florida - College of Business Administration 2007 — 2009
MBA, Business Administration
Florida State University - College of Business 2003 — 2007
Business Administration
St. Johns Country Day School 1995 — 2003
Eric Nihart Eric Nihart's Principal Financial Group Experience August 2006 - April 2009
Job Assistant Director of Investment Operations at Iowa State University Foundation
Industry Investment Management
Experience
Iowa State University Foundation September 2014 - Present
Community Foundation of Greater Des Moines November 2010 - September 2014
Nationwide Insurance November 2009 - November 2010
Principal Financial Group August 2006 - April 2009
Skills
Bookkeeping, Accounting, QuickBooks, Accounts Payable, Tax, Accounts Receivable, Microsoft Excel, GAAP, Financial Reporting, Financial Analysis, Insurance, Investments, Auditing, Bank Reconciliation, Budgets, Credit, General Ledger, Cash Flow, Account Reconciliation, Financial Statements, Journal Entries, Fixed Assets
Education
Iowa State University 2003 — 2006
Bachelor of Science (B.S.), Finance
Faith Baptist Bible College and Theological Seminary 2001 — 2003
Iowa State University Foundation September 2014 - Present
Community Foundation of Greater Des Moines November 2010 - September 2014
Nationwide Insurance November 2009 - November 2010
Principal Financial Group August 2006 - April 2009
Skills
Bookkeeping, Accounting, QuickBooks, Accounts Payable, Tax, Accounts Receivable, Microsoft Excel, GAAP, Financial Reporting, Financial Analysis, Insurance, Investments, Auditing, Bank Reconciliation, Budgets, Credit, General Ledger, Cash Flow, Account Reconciliation, Financial Statements, Journal Entries, Fixed Assets
Education
Iowa State University 2003 — 2006
Bachelor of Science (B.S.), Finance
Faith Baptist Bible College and Theological Seminary 2001 — 2003
Radha Kanuri Radha Kanuri's Principal Financial Group Experience May 2013 - August 2013
Job Business Technology Analyst Intern at McDonald's Corporation
Industry Computer Software
Experience
McDonald's Corporation May 2015 - Present
Verizon June 2014 - August 2014
Principal Financial Group May 2013 - August 2013
Society of Women Engineers September 2012 - December 2012
BookRenter January 2011 - February 2011
Kumon September 2008 - June 2009
Education
George Mason University 2012 — 2016
Broad Run High school 2008 — 2011
Advanced Diploma
McDonald's Corporation May 2015 - Present
Verizon June 2014 - August 2014
Principal Financial Group May 2013 - August 2013
Society of Women Engineers September 2012 - December 2012
BookRenter January 2011 - February 2011
Kumon September 2008 - June 2009
Education
George Mason University 2012 — 2016
Broad Run High school 2008 — 2011
Advanced Diploma
Natasha Holland, CLTC, CBC, MBA Natasha Holland, CLTC, CBC, MBA's Principal Financial Group Experience February 2005 - August 2007
Job Sales Manager, Alternative Wholesaling Team at Nationwide
Industry Financial Services
Experience
Nationwide October 2014 - Present
Nationwide August 2010 - October 2014
Nationwide September 2007 - August 2010
Principal Financial Group February 2005 - August 2007
Dominion Homes June 1999 - February 2005
Acloche July 1998 - June 1999
Skills
Sales Leadership, Financial Services, Retirement Income..., Retirement Planning, Alternative Wholesaling, Sales, Series 7, Series 26, Life, Health & Annuity..., Coaching & Development, Mutual Funds, Fixed Annuities, Sales Management, Long-term Care
Education
Franklin University 2001 — 2003
Master of Business Administration (M.B.A.), Business Administration, Management and Operations
West Virginia University 1994 — 1998
Bachelor of Science (B.S.), Business Administration, Management and Operations
Nationwide October 2014 - Present
Nationwide August 2010 - October 2014
Nationwide September 2007 - August 2010
Principal Financial Group February 2005 - August 2007
Dominion Homes June 1999 - February 2005
Acloche July 1998 - June 1999
Skills
Sales Leadership, Financial Services, Retirement Income..., Retirement Planning, Alternative Wholesaling, Sales, Series 7, Series 26, Life, Health & Annuity..., Coaching & Development, Mutual Funds, Fixed Annuities, Sales Management, Long-term Care
Education
Franklin University 2001 — 2003
Master of Business Administration (M.B.A.), Business Administration, Management and Operations
West Virginia University 1994 — 1998
Bachelor of Science (B.S.), Business Administration, Management and Operations
Isidro Huerta Isidro Huerta's Principal Financial Group Experience September 2014 - Present
Job Financial Services Representative & Princor Registered Representative at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group September 2014 - Present
Principal Financial Group September 2014 - Present
Education
Florida International University 1972 — 1974
Bachelor's degree, Accounting
Principal Financial Group September 2014 - Present
Principal Financial Group September 2014 - Present
Education
Florida International University 1972 — 1974
Bachelor's degree, Accounting
Joss Walter Joss Walter's Principal Financial Group Experience April 1998 - November 1999
Job Manager / Pastor at Calvary Chapel SLC
Industry Nonprofit Organization Management
Experience
Calvary Chapel SLC September 2014 - Present
Progressive Insurance June 2013 - September 2014
Progressive Insurance August 2007 - June 2013
Blockbuster May 2005 - August 2007
Southside Christian Center December 1999 - May 2005
Principal Financial Group April 1998 - November 1999
LifePoint Church January 1997 - May 1998
Maryville Chamber of Commerce December 1994 - January 1997
Jefferson Chamber of Commerce July 1992 - December 1994
Skills
Insurance, Claim, Liability, General Insurance, Underwriting, Property Damage, Customer Service, Claim Investigation
Education
Global University 1993 — 1996
Theology/Theological Studies, 3.9
Iowa State University 1989 — 1992
Bachelor of Science (B.S.), City/Urban, Community and Regional Planning, 3.0
San Joaquin Delta College 1984 — 1986
Associate of Arts (A.A.), Health and Physical Education/Fitness, 3.09
Calvary Chapel SLC September 2014 - Present
Progressive Insurance June 2013 - September 2014
Progressive Insurance August 2007 - June 2013
Blockbuster May 2005 - August 2007
Southside Christian Center December 1999 - May 2005
Principal Financial Group April 1998 - November 1999
LifePoint Church January 1997 - May 1998
Maryville Chamber of Commerce December 1994 - January 1997
Jefferson Chamber of Commerce July 1992 - December 1994
Skills
Insurance, Claim, Liability, General Insurance, Underwriting, Property Damage, Customer Service, Claim Investigation
Education
Global University 1993 — 1996
Theology/Theological Studies, 3.9
Iowa State University 1989 — 1992
Bachelor of Science (B.S.), City/Urban, Community and Regional Planning, 3.0
San Joaquin Delta College 1984 — 1986
Associate of Arts (A.A.), Health and Physical Education/Fitness, 3.09
A. R. Bjorklund's Principal Financial Group Experience January 1998 - May 2003
Job
Industry Media Production
Experience
IMVDb November 2013 - Present
Freelance September 2008 - Present
Abyssmal Entertainment January 2012 - Present
Concrete Lion Pictures, LLC August 2010 - Present
HAP Digital August 2009 - Present
Orlando LIVE September 2009 - January 2013
Network Sound and Video March 2011 - September 2011
AMC Theatres May 2004 - January 2009
Boy Scouts of America : Viking Council : Troop 342 January 1994 - May 2005
Principal Financial Group January 1998 - May 2003
Skills
Script Supervision, Script Breakdowns, Music Videos, Final Draft, Film, Camera Operating, Video Production, Camera, Film Production, Final Cut Pro, Commercials, Video Editing, Teleprompter Operation, Post Production, Script Doctoring, Film Projectors, After Effects, Editing, Avid Media Composer, Feature Films, Adobe After Effects, Adobe Premiere, Adobe Photoshop, Television Studio..., Microsoft Excel, Adobe Flash, Final Cut Studio, Screenwriting, Photography, Camera Operation, Photoshop, Video, Writing
Education
Full Sail University 2008 — 2010
Bachelor of Science
St. Cloud State University 2005 — 2007
IMVDb November 2013 - Present
Freelance September 2008 - Present
Abyssmal Entertainment January 2012 - Present
Concrete Lion Pictures, LLC August 2010 - Present
HAP Digital August 2009 - Present
Orlando LIVE September 2009 - January 2013
Network Sound and Video March 2011 - September 2011
AMC Theatres May 2004 - January 2009
Boy Scouts of America : Viking Council : Troop 342 January 1994 - May 2005
Principal Financial Group January 1998 - May 2003
Skills
Script Supervision, Script Breakdowns, Music Videos, Final Draft, Film, Camera Operating, Video Production, Camera, Film Production, Final Cut Pro, Commercials, Video Editing, Teleprompter Operation, Post Production, Script Doctoring, Film Projectors, After Effects, Editing, Avid Media Composer, Feature Films, Adobe After Effects, Adobe Premiere, Adobe Photoshop, Television Studio..., Microsoft Excel, Adobe Flash, Final Cut Studio, Screenwriting, Photography, Camera Operation, Photoshop, Video, Writing
Education
Full Sail University 2008 — 2010
Bachelor of Science
St. Cloud State University 2005 — 2007
Jason Bourgeois Jason Bourgeois's Principal Financial Group Experience June 1995 - March 2012
Job Information Systems Security Analyst
Industry Hospital & Health Care
Experience
Intermountain Healthcare April 2015 - Present
Zions Bancorporation August 2014 - April 2015
Sinclair Oil/Grand America Hotels and Resorts September 2013 - May 2014
Larry H. Miller Sports Properties March 2012 - October 2012
Principal Financial Group June 1995 - March 2012
Principal Financial Group June 1995 - March 2011
Skills
Customer Service, Troubleshooting, Account Management, Insurance, Project Management, Network Administration, Management, System Administration, Process Improvement, DHCP, DNS, Active Directory, Routing and Remote..., Firewalls, Group Policy, WSUS, Analysis, Security, Servers, Networking, Software Documentation
Education
University of Phoenix 1997 — 1999
B.S, Business Information Systems
Fullerton College 1988 — 1990
AA, Business
Intermountain Healthcare April 2015 - Present
Zions Bancorporation August 2014 - April 2015
Sinclair Oil/Grand America Hotels and Resorts September 2013 - May 2014
Larry H. Miller Sports Properties March 2012 - October 2012
Principal Financial Group June 1995 - March 2012
Principal Financial Group June 1995 - March 2011
Skills
Customer Service, Troubleshooting, Account Management, Insurance, Project Management, Network Administration, Management, System Administration, Process Improvement, DHCP, DNS, Active Directory, Routing and Remote..., Firewalls, Group Policy, WSUS, Analysis, Security, Servers, Networking, Software Documentation
Education
University of Phoenix 1997 — 1999
B.S, Business Information Systems
Fullerton College 1988 — 1990
AA, Business
D. Trent Powell D. Trent Powell's Principal Financial Group Experience April 2007 - February 2012
Job Realtor at William Raveis Real Estate
Industry Real Estate
Experience
William Raveis Real Estate August 2014 - Present
Sun Life Financial February 2012 - June 2014
Principal Financial Group April 2007 - February 2012
Raymond James Financial Services April 2000 - January 2007
Skills
401k, Retirement Planning, Customer Relations, Management Planning, Relationship Management, Sales, CRM, Customer Service, Management, Marketing
Education
Johnson State College 1988 — 1991
Bachelor of Arts; BA, Marketing
Ferrum College
Ferrum College
Ferrum College
Ferrum College
Ferrum College
Ferrum College
Ferrum College
William Raveis Real Estate August 2014 - Present
Sun Life Financial February 2012 - June 2014
Principal Financial Group April 2007 - February 2012
Raymond James Financial Services April 2000 - January 2007
Skills
401k, Retirement Planning, Customer Relations, Management Planning, Relationship Management, Sales, CRM, Customer Service, Management, Marketing
Education
Johnson State College 1988 — 1991
Bachelor of Arts; BA, Marketing
Ferrum College
Ferrum College
Ferrum College
Ferrum College
Ferrum College
Ferrum College
Ferrum College
James Pelletier, CRPC James Pelletier, CRPC's Principal Financial Group Experience May 2009 - Present
Job Director of Client Services at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group May 2009 - Present
Harrington & Reed January 2009 - April 2009
Merrill Lynch May 2003 - August 2008
Skills
Relationship Management, Retirement Planning, Sales, Insurance, Wealth Management, Mutual Funds, Business Planning, Business Development, Series 63, Financial Advisory, Financial Services, Series 6, Retirement, 401k, Fixed Annuities, Securities
Education
Georgia Institute of Technology
Virginia Commonwealth University
Principal Financial Group May 2009 - Present
Harrington & Reed January 2009 - April 2009
Merrill Lynch May 2003 - August 2008
Skills
Relationship Management, Retirement Planning, Sales, Insurance, Wealth Management, Mutual Funds, Business Planning, Business Development, Series 63, Financial Advisory, Financial Services, Series 6, Retirement, 401k, Fixed Annuities, Securities
Education
Georgia Institute of Technology
Virginia Commonwealth University
Emma Blanco Emma Blanco's Principal Financial Group Experience 2010 - 2011
Job
Industry Real Estate
Experience
Citibank NA August 2011 - September 2014
Principal Financial Group 2010 - 2011
Principal Financial Group 2010 - 2011
Succesful Strategies Group October 2008 - July 2010
The Fine Art Fund Group March 2007 - October 2009
New England Financial 2008 - 2009
New England Financial 2008 - 2009
Wachovia Securities March 2005 - March 2007
Citibank 1994 - 2001
Skills
Mutual Funds, Retirement Planning, Portfolio Management, Investments, Asset Allocation, Private Equity, Insurance, Venture Capital, Series 63, Life Insurance, Finance, Financial Advisory, Equities, Work Ethic, Investment Management, Wealth Management, Manage Client..., Banking, Mortgage Banking, Client Presentation, Financial Analysis, Client Relations Skills
Education
Fordham Gabelli School of Business
MBA
Citibank NA August 2011 - September 2014
Principal Financial Group 2010 - 2011
Principal Financial Group 2010 - 2011
Succesful Strategies Group October 2008 - July 2010
The Fine Art Fund Group March 2007 - October 2009
New England Financial 2008 - 2009
New England Financial 2008 - 2009
Wachovia Securities March 2005 - March 2007
Citibank 1994 - 2001
Skills
Mutual Funds, Retirement Planning, Portfolio Management, Investments, Asset Allocation, Private Equity, Insurance, Venture Capital, Series 63, Life Insurance, Finance, Financial Advisory, Equities, Work Ethic, Investment Management, Wealth Management, Manage Client..., Banking, Mortgage Banking, Client Presentation, Financial Analysis, Client Relations Skills
Education
Fordham Gabelli School of Business
MBA
Grant Hamlen Grant Hamlen's Principal Financial Group Experience January 2009 - 2011
Job Client Executive at IBM Public Sector Ohio & Pennsylvania
Industry Information Technology and Services
Experience
IBM 2011 - Present
USA Hockey January 1994 - 2013
Principal Financial Group January 2009 - 2011
Octagon May 2005 - December 2008
Skills
Sales, Event Management, Microsoft Excel, PowerPoint, Microsoft Word, Siebel, Series 6, Series 63, Life Insurance, Term Life Insurance, Variable Life, Variable Annuities
Education
Georgia State University 2014 — 2015
Master of Business Administration (MBA)
University of Maine 2001 — 2005
Bachelor of Science,, Business Management
IBM 2011 - Present
USA Hockey January 1994 - 2013
Principal Financial Group January 2009 - 2011
Octagon May 2005 - December 2008
Skills
Sales, Event Management, Microsoft Excel, PowerPoint, Microsoft Word, Siebel, Series 6, Series 63, Life Insurance, Term Life Insurance, Variable Life, Variable Annuities
Education
Georgia State University 2014 — 2015
Master of Business Administration (MBA)
University of Maine 2001 — 2005
Bachelor of Science,, Business Management
Mary Reppen's Principal Financial Group Experience May 2004 - October 2007
Job
Industry Financial Services
Experience
Charles River Development May 2015 - Present
Northern Trust Corporation March 2012 - March 2014
Non-Profits January 1999 - March 2012
RGA Reinsurance Company February 2011 - October 2011
Nyrstar September 2010 - January 2011
Lawson Software July 2010 - September 2010
Russell Investments March 2010 - July 2010
Various Independent Consulting Positions November 2008 - January 2010
Deutsche Bank 2007 - June 2008
Principal Financial Group May 2004 - October 2007
Skills
Investment Regulatory..., Charles River..., Compliance, Business Analysis, Process Engineering, Business Process..., Deciphering and..., Process Flow..., Presentation Development, Charles River System..., Financial Accounting..., Training Guides, Investment Accounting &..., Derivative Accounting..., Insurance Statutory..., Mortgage Loan..., Regulatory Reporting, NAIC Reporting, SEC reporting, SEC Disclosures, Operational Risk..., Management Consulting, Business Strategy, Internal Controls, Financial Analysis, Financial Statement..., Due Diligence, Governance, Capital Markets, Investments, Analysis, Accounting, Banking Industry, Insurance Industry, Mining Industry, IFRS, SSAP, GAAP, FASB, SOX, Controller, Derivatives, Resourceful, Highly Adaptable, Charles River IMS, LMS, PAM, Visio, PowerPoint, Excel
Education
Florida Atlantic University 1985 — 1987
BBA
Charles River Development May 2015 - Present
Northern Trust Corporation March 2012 - March 2014
Non-Profits January 1999 - March 2012
RGA Reinsurance Company February 2011 - October 2011
Nyrstar September 2010 - January 2011
Lawson Software July 2010 - September 2010
Russell Investments March 2010 - July 2010
Various Independent Consulting Positions November 2008 - January 2010
Deutsche Bank 2007 - June 2008
Principal Financial Group May 2004 - October 2007
Skills
Investment Regulatory..., Charles River..., Compliance, Business Analysis, Process Engineering, Business Process..., Deciphering and..., Process Flow..., Presentation Development, Charles River System..., Financial Accounting..., Training Guides, Investment Accounting &..., Derivative Accounting..., Insurance Statutory..., Mortgage Loan..., Regulatory Reporting, NAIC Reporting, SEC reporting, SEC Disclosures, Operational Risk..., Management Consulting, Business Strategy, Internal Controls, Financial Analysis, Financial Statement..., Due Diligence, Governance, Capital Markets, Investments, Analysis, Accounting, Banking Industry, Insurance Industry, Mining Industry, IFRS, SSAP, GAAP, FASB, SOX, Controller, Derivatives, Resourceful, Highly Adaptable, Charles River IMS, LMS, PAM, Visio, PowerPoint, Excel
Education
Florida Atlantic University 1985 — 1987
BBA
Barry Shaffer's Principal Financial Group Experience April 1995 - August 1997
Job Relationship Manager at Heartland Payment Systems
Industry Financial Services
Experience
Heartland Payment Systems August 2010 - Present
Live Long and Well February 2006 - January 2009
Forest Health Services (6 state hospital system) April 2004 - February 2006
CoreSource, Inc. (National TPA) August 2002 - January 2004
OhioHealth Group (PHO) August 1997 - July 2002
Principal Financial Group April 1995 - August 1997
Blue Cross & Blue Shield of Mississippi 1993 - 1995
United Health Enterprises 1991 - 1993
Community Mutual BCBS 1984 - 1991
Skills
Team Leadership, Sales Management, Team Building, Leadership, Account Management, B2B, Budgets, Cold Calling, Contract Negotiation, Customer Service, Healthcare, Human Resources, Management, Marketing, Negotiation, New Business Development, Process Improvement, Project Planning, Sales, Start-ups, Strategic Planning, Strategy
Education
Franklin University 1969 — 1974
BS, Business
Heartland Payment Systems August 2010 - Present
Live Long and Well February 2006 - January 2009
Forest Health Services (6 state hospital system) April 2004 - February 2006
CoreSource, Inc. (National TPA) August 2002 - January 2004
OhioHealth Group (PHO) August 1997 - July 2002
Principal Financial Group April 1995 - August 1997
Blue Cross & Blue Shield of Mississippi 1993 - 1995
United Health Enterprises 1991 - 1993
Community Mutual BCBS 1984 - 1991
Skills
Team Leadership, Sales Management, Team Building, Leadership, Account Management, B2B, Budgets, Cold Calling, Contract Negotiation, Customer Service, Healthcare, Human Resources, Management, Marketing, Negotiation, New Business Development, Process Improvement, Project Planning, Sales, Start-ups, Strategic Planning, Strategy
Education
Franklin University 1969 — 1974
BS, Business
Dan Kretz's Principal Financial Group Experience 2003 - 2009
Job Regional VP of Sales for Voya Financial
Industry Financial Services
Experience
Voya Financial July 2012 - Present
MassMutual Financial Group May 2009 - June 2012
Principal Financial Group 2003 - 2009
Education
Fordham University 1996 — 2000
Voya Financial July 2012 - Present
MassMutual Financial Group May 2009 - June 2012
Principal Financial Group 2003 - 2009
Education
Fordham University 1996 — 2000
Paul Ailslieger's Principal Financial Group Experience 1996 - 1999
Job Assistant Tax Director at Koch Minerals LLC
Industry Oil & Energy
Experience
Koch Minerals, LLC March 2007 - Present
United States Army Reserve September 1984 - November 2011
Grant Thornton LLP February 2006 - March 2007
United States Army July 2004 - October 2005
Deloitte Touche Tohmatsu 1999 - 2004
Principal Financial Group 1996 - 1999
Bridges, Young, Mathews & Drake 1994 - 1996
Skills
Tax Research, Tax, Due Diligence, Mergers & Acquisitions, Corporate Tax, Income Tax, Strategic Planning, International Tax, Tax Accounting, Tax Law
Education
University of Denver - Sturm College of Law 1992 — 1993
LL.M., Taxation
Washburn University School of Law 1989 — 1992
JD w/ Honors, Law
Friends University 1986 — 1989
BS, Bus Admin/Finance/History
Koch Minerals, LLC March 2007 - Present
United States Army Reserve September 1984 - November 2011
Grant Thornton LLP February 2006 - March 2007
United States Army July 2004 - October 2005
Deloitte Touche Tohmatsu 1999 - 2004
Principal Financial Group 1996 - 1999
Bridges, Young, Mathews & Drake 1994 - 1996
Skills
Tax Research, Tax, Due Diligence, Mergers & Acquisitions, Corporate Tax, Income Tax, Strategic Planning, International Tax, Tax Accounting, Tax Law
Education
University of Denver - Sturm College of Law 1992 — 1993
LL.M., Taxation
Washburn University School of Law 1989 — 1992
JD w/ Honors, Law
Friends University 1986 — 1989
BS, Bus Admin/Finance/History
Sarah Unger's Principal Financial Group Experience September 2013 - September 2015
Job Financial Services Representative at CUNA Brokerage Services Inc
Industry Financial Services
Experience
CUNA Brokerage Services Inc October 2015 - Present
Principal Financial Group September 2013 - September 2015
Marshfield Clinic March 2005 - August 2014
Medical Associates of Central Virginia October 2001 - August 2004
Medical Center of Central Georgia January 1995 - November 1998
Skills
Long Term Care Insurance, 401 (k), 403 b, Annuities (variable and..., Asset Allocation, Business Continuation..., IRAs (traditional and..., Mutual Funds, Series 66 and 7..., Tax deferred savings, Wealth Accumulation, Whole Life Insurance, Universal life insurance, Term life insurance, estate planning, financial needs analysis, income protection
Education
Emory University School of Medicine 1992 — 1994
M.M.Sc, Physician Assistant
Syracuse University 1985 — 1988
B.S. Summa Cum Laude, Child and Family Studies
Marymount College 1984 — 1985
Bronxville High School 1980 — 1984
High school diploma
CUNA Brokerage Services Inc October 2015 - Present
Principal Financial Group September 2013 - September 2015
Marshfield Clinic March 2005 - August 2014
Medical Associates of Central Virginia October 2001 - August 2004
Medical Center of Central Georgia January 1995 - November 1998
Skills
Long Term Care Insurance, 401 (k), 403 b, Annuities (variable and..., Asset Allocation, Business Continuation..., IRAs (traditional and..., Mutual Funds, Series 66 and 7..., Tax deferred savings, Wealth Accumulation, Whole Life Insurance, Universal life insurance, Term life insurance, estate planning, financial needs analysis, income protection
Education
Emory University School of Medicine 1992 — 1994
M.M.Sc, Physician Assistant
Syracuse University 1985 — 1988
B.S. Summa Cum Laude, Child and Family Studies
Marymount College 1984 — 1985
Bronxville High School 1980 — 1984
High school diploma
Chad Higgins's Principal Financial Group Experience June 2008 - Present
Job Pension Actuarial Analyst
Industry Accounting
Experience
Principal Financial Group June 2008 - Present
Hewitt Associates January 2006 - May 2008
Hewitt Associates June 2003 - January 2006
Northern Trust Retirement Consulting June 1999 - May 2003
Skills
Defined Benefit, Pensions, Actuarial Science, Strategic Planning, Employee Benefits
Education
Georgia State University 1997 — 1999
Masters, Actuarial Science
Lee University 1992 — 1996
BS, Mathematics
Houston High School 1989 — 1992
Roberts Middle School 1988 — 1989
Principal Financial Group June 2008 - Present
Hewitt Associates January 2006 - May 2008
Hewitt Associates June 2003 - January 2006
Northern Trust Retirement Consulting June 1999 - May 2003
Skills
Defined Benefit, Pensions, Actuarial Science, Strategic Planning, Employee Benefits
Education
Georgia State University 1997 — 1999
Masters, Actuarial Science
Lee University 1992 — 1996
BS, Mathematics
Houston High School 1989 — 1992
Roberts Middle School 1988 — 1989
Linda Woods's Principal Financial Group Experience 1998 - 2000
Job Executive Recruiter at Spencer Stuart
Industry Staffing and Recruiting
Experience
Spencer Stuart November 2014 - Present
Korn/Ferry International 2009 - 2013
Baldwin Gilman LLC 2009 - 2009
Woods Search Advisors, LLC 2005 - 2009
Korn Ferry International 2000 - 2005
Principal Financial Group 1998 - 2000
Witt Plastics Inc., now part of Klockner Pentaplast 1996 - 1998
Skills
Executive Search, Recruiting, Competency Based..., Human Resources, Talent Acquisition, Project Management, Manage Client..., Temporary Placement, Strategy, Mergers & Acquisitions, Employee Relations, Interviews, Organizational..., Finance, Talent Management, Applicant Tracking..., Sourcing, Management, Consulting, Business Development, Leadership, Internal Audit, Performance Management, Technical Recruiting, Succession Planning, Strategic Planning, Change Management, Leadership Development, Management Consulting
Education
Georgia State University - J. Mack Robinson College of Business
MBA, Emphasis in HR
Miami University
BS, Marketing
Spencer Stuart November 2014 - Present
Korn/Ferry International 2009 - 2013
Baldwin Gilman LLC 2009 - 2009
Woods Search Advisors, LLC 2005 - 2009
Korn Ferry International 2000 - 2005
Principal Financial Group 1998 - 2000
Witt Plastics Inc., now part of Klockner Pentaplast 1996 - 1998
Skills
Executive Search, Recruiting, Competency Based..., Human Resources, Talent Acquisition, Project Management, Manage Client..., Temporary Placement, Strategy, Mergers & Acquisitions, Employee Relations, Interviews, Organizational..., Finance, Talent Management, Applicant Tracking..., Sourcing, Management, Consulting, Business Development, Leadership, Internal Audit, Performance Management, Technical Recruiting, Succession Planning, Strategic Planning, Change Management, Leadership Development, Management Consulting
Education
Georgia State University - J. Mack Robinson College of Business
MBA, Emphasis in HR
Miami University
BS, Marketing
Brad Tamulski's Principal Financial Group Experience 2005 - 2008
Job Advisor at Baldwin Krystyn Sherman
Industry Insurance
Experience
Baldwin Krystyn Sherman 2013 - Present
Solid Benefit Guidance 2008 - 2013
Principal Financial Group 2005 - 2008
Great-West Healthcare 2000 - 2005
Skills
Employee Benefits, Management, Managed Care, Program Management, Health Insurance, Pharmacy Benefit..., Strategic Planning, Medicare, Healthcare, Insurance, Disability Insurance, Brokers, Long-term Care, Life Insurance, Workers Compensation
Education
Fairfield University
Business, Management
Nichols School
Baldwin Krystyn Sherman 2013 - Present
Solid Benefit Guidance 2008 - 2013
Principal Financial Group 2005 - 2008
Great-West Healthcare 2000 - 2005
Skills
Employee Benefits, Management, Managed Care, Program Management, Health Insurance, Pharmacy Benefit..., Strategic Planning, Medicare, Healthcare, Insurance, Disability Insurance, Brokers, Long-term Care, Life Insurance, Workers Compensation
Education
Fairfield University
Business, Management
Nichols School
Jay W. Inge IV, CLU,ChFC's Principal Financial Group Experience 1990 - 2001
Job Financial Advisor at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual Financial Network August 2001 - Present
Capital Strategies of Virginia LLC January 1990 - Present
Principal Financial Group 1990 - 2001
Stanford and Inge Inc. September 1976 - January 1990
Education
University of Richmond - Robins School of Business 1974 — 1976
B.S., Finance and Marketing
Ferrum College 1971 — 1973
A.S., Business
Patrick Henry High School
Northwestern Mutual Financial Network August 2001 - Present
Capital Strategies of Virginia LLC January 1990 - Present
Principal Financial Group 1990 - 2001
Stanford and Inge Inc. September 1976 - January 1990
Education
University of Richmond - Robins School of Business 1974 — 1976
B.S., Finance and Marketing
Ferrum College 1971 — 1973
A.S., Business
Patrick Henry High School
Lisa James, MHP, GBA's Principal Financial Group Experience 1994 - 1998
Job Help our Employee Benefit clients to customize benefit plans to fit their needs and budget
Industry Insurance
Experience
Gateway Insurance 1998 - Present
Principal Financial Group 1994 - 1998
Principal Financial Group 1992 - 1994
Life General Security 1989 - 1991
Education
Fashion Institute of Technology 1978 — 1981
Associate, Fashion Illustration and Design
Gateway Insurance 1998 - Present
Principal Financial Group 1994 - 1998
Principal Financial Group 1992 - 1994
Life General Security 1989 - 1991
Education
Fashion Institute of Technology 1978 — 1981
Associate, Fashion Illustration and Design
Tim Gaynor's Principal Financial Group Experience July 1993 - Present
Job Manager Principal Financial Group Life & Disability Claims /President/CEO at 234, Inc
Industry Insurance
Experience
234, Inc 2014 - Present
Winter Warmth Drive 2008 - Present
Principal Financial Group July 1993 - Present
Skills
Leadership, Team Building, Management, Customer Service, Risk Management, Public Speaking, Teaching, Training, Project Management, Event Planning, Process Improvement, Motivational Speaking, Volunteer Management, Leadership Development, Community Outreach, Youth Ministry, Youth Leadership..., Blogging
Education
Fort Lewis College
234, Inc 2014 - Present
Winter Warmth Drive 2008 - Present
Principal Financial Group July 1993 - Present
Skills
Leadership, Team Building, Management, Customer Service, Risk Management, Public Speaking, Teaching, Training, Project Management, Event Planning, Process Improvement, Motivational Speaking, Volunteer Management, Leadership Development, Community Outreach, Youth Ministry, Youth Leadership..., Blogging
Education
Fort Lewis College
Janet Fossell's Principal Financial Group Experience
Job Director Retail Contact Centers at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group
Skills
Series 7, FINRA, Retirement, Mutual Funds, Insurance, Process Improvement, Banking, Annuities, Investments, 401k, Financial Services, Retirement Planning, Leadership, Employee Benefits, Management, Strategic Planning, Series 63, Relationship Management, Series 24, Series 66
Education
Furman University 1982 — 1986
Principal Financial Group
Skills
Series 7, FINRA, Retirement, Mutual Funds, Insurance, Process Improvement, Banking, Annuities, Investments, 401k, Financial Services, Retirement Planning, Leadership, Employee Benefits, Management, Strategic Planning, Series 63, Relationship Management, Series 24, Series 66
Education
Furman University 1982 — 1986
Randy Thomas's Principal Financial Group Experience June 2007 - Present
Job Financial Advisor at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group June 2007 - Present
American General Life Companies April 2005 - June 2007
Food Lion Supermarkets April 1986 - May 2005
Skills
401k,403b,SEP & Simple..., Business Continuation..., Buy-Sell..., College Funding..., Dental Insurance,..., Executive Benefit..., Informal Business..., Key Person Insurance,..., Pension Plans,Salary..., Split Dollar..., Tax- Deferred saving,..., Wellness Programs,...
Education
Florida State College at Jacksonville 1975 — 1976
Sandalwood High School 1972 — 1974
Principal Financial Group June 2007 - Present
American General Life Companies April 2005 - June 2007
Food Lion Supermarkets April 1986 - May 2005
Skills
401k,403b,SEP & Simple..., Business Continuation..., Buy-Sell..., College Funding..., Dental Insurance,..., Executive Benefit..., Informal Business..., Key Person Insurance,..., Pension Plans,Salary..., Split Dollar..., Tax- Deferred saving,..., Wellness Programs,...
Education
Florida State College at Jacksonville 1975 — 1976
Sandalwood High School 1972 — 1974
Kevin McWhorter's Principal Financial Group Experience August 2008 - February 2009
Job Business Consultant at Farmers Insurance
Industry Insurance
Experience
Farmers Insurance March 2013 - Present
Farmers Insurance April 2009 - Present
Principal Financial Group August 2008 - February 2009
State Farm Agent March 2006 - August 2008
Skills
Workers Compensation, Team Building, Renters, Leadership, Training, Cold Calling, Sales Management, Legal Liability, Leadership Development, Commercial Lines, Insurance, Fixed Annuities, Property & Casualty..., Umbrella Insurance, Underwriting, Term Life Insurance, Health Insurance, Recruiting, Life Insurance, Casualty, Team Management, Customer Retention, Financial Services, Employee Benefits, Commercial Insurance, Disability Insurance, Customer Service, Sales, General Insurance, Homeowners, Liability, Marketing
Education
Georgia Southern University 1987 — 1992
BS, Public Relations
Darlington
Farmers Insurance March 2013 - Present
Farmers Insurance April 2009 - Present
Principal Financial Group August 2008 - February 2009
State Farm Agent March 2006 - August 2008
Skills
Workers Compensation, Team Building, Renters, Leadership, Training, Cold Calling, Sales Management, Legal Liability, Leadership Development, Commercial Lines, Insurance, Fixed Annuities, Property & Casualty..., Umbrella Insurance, Underwriting, Term Life Insurance, Health Insurance, Recruiting, Life Insurance, Casualty, Team Management, Customer Retention, Financial Services, Employee Benefits, Commercial Insurance, Disability Insurance, Customer Service, Sales, General Insurance, Homeowners, Liability, Marketing
Education
Georgia Southern University 1987 — 1992
BS, Public Relations
Darlington
Kathryn Sheffer's Principal Financial Group Experience October 1999 - March 2008
Job Accounting System Specialist at Drake University
Industry Insurance
Experience
Drake University March 2010 - Present
Aviva USA March 2008 - March 2010
Principal Financial Group October 1999 - March 2008
Education
Iowa State University 1992 — 1994
Bachelor of Arts, Liberal Studies and French
Glendale Community College 1990 — 1991
Associate of Arts, Liberal Arts and French
Drake University March 2010 - Present
Aviva USA March 2008 - March 2010
Principal Financial Group October 1999 - March 2008
Education
Iowa State University 1992 — 1994
Bachelor of Arts, Liberal Studies and French
Glendale Community College 1990 — 1991
Associate of Arts, Liberal Arts and French
Donald Moy's Principal Financial Group Experience June 2010 - October 2011
Job Manager, Business Development at CIH
Industry Capital Markets
Experience
Commodity & Ingredient Hedging, LLC October 2011 - Present
New Light Christian Church April 2011 - April 2012
Principal Financial Group June 2010 - October 2011
Chinese Christian Fellowship Church September 2006 - December 2008
Chinese Christian Union Church July 1998 - April 2006
Cornerstone Community Church March 1991 - July 1998
Skills
Team Building, Risk Management, Strategic Planning, Business Development, FINRA, Strategic Financial..., Series 7, Leadership, Investments, Executive Management, Strategy, Financial Analysis, Mergers & Acquisitions
Education
Fuller Theological Seminary 2004 — 2007
Doctor of Ministry (D.Min), Missional Leadership
Trinity International University 1984 — 1987
Master of Divinity (M.Div.), Master of Divinity
Northern Illinois University 1979 — 1983
Bachelors
Commodity & Ingredient Hedging, LLC October 2011 - Present
New Light Christian Church April 2011 - April 2012
Principal Financial Group June 2010 - October 2011
Chinese Christian Fellowship Church September 2006 - December 2008
Chinese Christian Union Church July 1998 - April 2006
Cornerstone Community Church March 1991 - July 1998
Skills
Team Building, Risk Management, Strategic Planning, Business Development, FINRA, Strategic Financial..., Series 7, Leadership, Investments, Executive Management, Strategy, Financial Analysis, Mergers & Acquisitions
Education
Fuller Theological Seminary 2004 — 2007
Doctor of Ministry (D.Min), Missional Leadership
Trinity International University 1984 — 1987
Master of Divinity (M.Div.), Master of Divinity
Northern Illinois University 1979 — 1983
Bachelors
Rick Wilkins's Principal Financial Group Experience September 2010 - Present
Job Financial Services Representative, Princor Registered Representative, Financial Advisor
Industry Financial Services
Experience
Principal Financial Group September 2010 - Present
Principal Financial Group February 2014 - Present
Wilkins Academy of Baseball, LLC September 2009 - January 2014
Skills
Earned Series 6,63, and...
Education
Florida State College at Jacksonville 1986 — 1987
General Studies
Furman University 1985 — 1986
civil engineering
Bolles
Leadership Jacksonville
Leadership Jacksonville
Principal Financial Group September 2010 - Present
Principal Financial Group February 2014 - Present
Wilkins Academy of Baseball, LLC September 2009 - January 2014
Skills
Earned Series 6,63, and...
Education
Florida State College at Jacksonville 1986 — 1987
General Studies
Furman University 1985 — 1986
civil engineering
Bolles
Leadership Jacksonville
Leadership Jacksonville
Ted McDermott's Principal Financial Group Experience April 1991 - Present
Job Retirement Plan Professional / Vice President of Retirement Sales at the Principal Financial Group / Princor RR
Industry Financial Services
Experience
Principal Financial Group April 1991 - Present
Skills
Retirement, Defined Benefit, 401k, Retirement Planning, Financial Advisory, Wealth Management, Employee Benefits, Defined Contribution, Asset Allocation, Pensions, Estate Planning, Fixed Annuities, Uniform Combined State..., Retirement Plan..., IRAs, Profit Sharing, Qualified Retirement...
Education
Fairfield University 1986 — 1990
B. S., Political Science
Principal Financial Group April 1991 - Present
Skills
Retirement, Defined Benefit, 401k, Retirement Planning, Financial Advisory, Wealth Management, Employee Benefits, Defined Contribution, Asset Allocation, Pensions, Estate Planning, Fixed Annuities, Uniform Combined State..., Retirement Plan..., IRAs, Profit Sharing, Qualified Retirement...
Education
Fairfield University 1986 — 1990
B. S., Political Science
Olivia Jen's Principal Financial Group Experience January 1990 - Present
Job Your Insurance and Financial Specialist
Industry Insurance
Experience
Principal Financial Group January 1990 - Present
Olivia Jen Insurance broker January 1988 - Present
Jen Insurance Agency January 1985 - Present
OLIVIA JEN January 1984 - Present
Skills
Health Insurance, Term Life Insurance, Fixed Annuities, Disability Insurance, Universal Life, Retirement Planning, Insurance, Retirement, Employee Benefits, Whole Life, 401k, IRAs, Medicare, Strategic Financial..., Workers Compensation, Life Insurance, Financial Planning
Education
Fu Jen Catholic University 1977 — 1978
Library science
Fu Jen Catholic University
Library Science
Principal Financial Group January 1990 - Present
Olivia Jen Insurance broker January 1988 - Present
Jen Insurance Agency January 1985 - Present
OLIVIA JEN January 1984 - Present
Skills
Health Insurance, Term Life Insurance, Fixed Annuities, Disability Insurance, Universal Life, Retirement Planning, Insurance, Retirement, Employee Benefits, Whole Life, 401k, IRAs, Medicare, Strategic Financial..., Workers Compensation, Life Insurance, Financial Planning
Education
Fu Jen Catholic University 1977 — 1978
Library science
Fu Jen Catholic University
Library Science
Jonathan Kinzenbaw's Principal Financial Group Experience May 2003 - December 2008
Job Client Services Consultant at DuPont Pioneer
Industry Information Technology and Services
Experience
Riverview Farms April 2004 - Present
DuPont Pioneer June 2011 - Present
DuPont Pioneer August 2010 - May 2011
Future Health Software November 2009 - August 2010
Principal Financial Group May 2003 - December 2008
PC/Poll Systems March 2002 - October 2002
Emmaus College September 2000 - May 2001
Skills
Technical Support, Microsoft Office, Customer Service, Troubleshooting, Hardware, Leadership, Windows 7, Security, Windows, Software Installation, SharePoint, Information Security, A+ Certified, Computer Repair, Laptops, Networking, Strategic Planning, GPS Navigation, Geological Mapping, Google Maps, Mapshots AgStudio, Encirca Services, Guidance Navigation &...
Education
Emmaus Bible College 1998 — 2003
BS, Computer Systems Management, Information Technology
Emmaus Bible College 1998 — 2003
Bachelor’s Degree, B.S. in Biblical Studies
Riverview Farms April 2004 - Present
DuPont Pioneer June 2011 - Present
DuPont Pioneer August 2010 - May 2011
Future Health Software November 2009 - August 2010
Principal Financial Group May 2003 - December 2008
PC/Poll Systems March 2002 - October 2002
Emmaus College September 2000 - May 2001
Skills
Technical Support, Microsoft Office, Customer Service, Troubleshooting, Hardware, Leadership, Windows 7, Security, Windows, Software Installation, SharePoint, Information Security, A+ Certified, Computer Repair, Laptops, Networking, Strategic Planning, GPS Navigation, Geological Mapping, Google Maps, Mapshots AgStudio, Encirca Services, Guidance Navigation &...
Education
Emmaus Bible College 1998 — 2003
BS, Computer Systems Management, Information Technology
Emmaus Bible College 1998 — 2003
Bachelor’s Degree, B.S. in Biblical Studies
James Huaman's Principal Financial Group Experience March 2001 - January 2003
Job Director of IT at Dade County Federal Credit Union
Industry Information Technology and Services
Experience
Dade County Federal Credit Union May 2011 - Present
JJ Technnology Group April 2006 - Present
Starwood Hotels & Resorts April 2004 - April 2006
Sheraton Suites Plantation 2005 - 2006
Principal Financial Group March 2001 - January 2003
Skills
Team Leadership, Citrix, Cisco Routers, HRIS, Business Analysis, Sales Management, Microsoft SQL Server, Project Management, LAN-WAN, Customer Service, Servers, IT Management, Cisco Technologies, Data Center, Windows Server, Recruiting, Linux, Disaster Recovery, Employee Relations
Education
Miami Dade College 2004 — 2006
AA, Computer Science
Florida International University
Computer Science, Computer Science
Dade County Federal Credit Union May 2011 - Present
JJ Technnology Group April 2006 - Present
Starwood Hotels & Resorts April 2004 - April 2006
Sheraton Suites Plantation 2005 - 2006
Principal Financial Group March 2001 - January 2003
Skills
Team Leadership, Citrix, Cisco Routers, HRIS, Business Analysis, Sales Management, Microsoft SQL Server, Project Management, LAN-WAN, Customer Service, Servers, IT Management, Cisco Technologies, Data Center, Windows Server, Recruiting, Linux, Disaster Recovery, Employee Relations
Education
Miami Dade College 2004 — 2006
AA, Computer Science
Florida International University
Computer Science, Computer Science
Jamie Brown, MBA, PMP's Principal Financial Group Experience July 2010 - October 2010
Job Independent Information Technology and Services Professional
Industry Information Technology and Services
Experience
BCBS of Michigan November 2010 - March 2014
Principal Financial Group July 2010 - October 2010
WellPoint August 2009 - May 2010
Munich Reinsurance America, Inc. May 2008 - June 2009
The TriZetto Group April 2003 - April 2008
Blue Cross & Blue Shield of Louisiana September 2001 - April 2003
Ochsner Health Plan July 1999 - September 2001
Perot Systems December 1996 - July 1999
PCA Health Plans July 1994 - November 1996
Skills
Program Management, SDLC, Management, Business Analysis, Vendor Management, Process Improvement, Project Management, Project Portfolio..., PMP, Integration, Business Intelligence, PMO, IT Strategy, Leadership, HIPAA
Education
The University of Dallas 1992 — 1994
MBA, Management
Friends University 1977 — 1981
B.S., Accounting/Business Administration
BCBS of Michigan November 2010 - March 2014
Principal Financial Group July 2010 - October 2010
WellPoint August 2009 - May 2010
Munich Reinsurance America, Inc. May 2008 - June 2009
The TriZetto Group April 2003 - April 2008
Blue Cross & Blue Shield of Louisiana September 2001 - April 2003
Ochsner Health Plan July 1999 - September 2001
Perot Systems December 1996 - July 1999
PCA Health Plans July 1994 - November 1996
Skills
Program Management, SDLC, Management, Business Analysis, Vendor Management, Process Improvement, Project Management, Project Portfolio..., PMP, Integration, Business Intelligence, PMO, IT Strategy, Leadership, HIPAA
Education
The University of Dallas 1992 — 1994
MBA, Management
Friends University 1977 — 1981
B.S., Accounting/Business Administration
Tahsin Choudhury's Principal Financial Group Experience January 2007 - July 2012
Job Application Development Manager at Inmar
Industry Computer Software
Experience
Inmar June 2012 - Present
Inmar June 2012 - Present
Principal Financial Group January 2007 - July 2012
Iowa Department of Public health September 2002 - January 2007
APAC Customer Services January 2001 - September 2002
Skills
Requirements Analysis, Integration, Unit Testing, Web Development, System Deployment, Functional Design, Test Planning, SharePoint, Design Review, Microsoft SQL Server, VB.NET, .NET, C#, ASP.NET MVC, Entity Framework, WCF Services, Autofac, jQuery, JSON, LINQ, CSS, Test Driven Development, NUnit, Agile Methodologies, Scrum, AJAX, REST, Web Services
Education
Florida State University - College of Business 1998 — 2000
Bachelors, Management Information System
Dhaka College 1993 — 1995
HSC, Science
Banani Bidyaniketon 1989 — 1993
SSC, Science
Inmar June 2012 - Present
Inmar June 2012 - Present
Principal Financial Group January 2007 - July 2012
Iowa Department of Public health September 2002 - January 2007
APAC Customer Services January 2001 - September 2002
Skills
Requirements Analysis, Integration, Unit Testing, Web Development, System Deployment, Functional Design, Test Planning, SharePoint, Design Review, Microsoft SQL Server, VB.NET, .NET, C#, ASP.NET MVC, Entity Framework, WCF Services, Autofac, jQuery, JSON, LINQ, CSS, Test Driven Development, NUnit, Agile Methodologies, Scrum, AJAX, REST, Web Services
Education
Florida State University - College of Business 1998 — 2000
Bachelors, Management Information System
Dhaka College 1993 — 1995
HSC, Science
Banani Bidyaniketon 1989 — 1993
SSC, Science
Char Goodwin's Principal Financial Group Experience August 2007 - August 2009
Job Charge Intake Specialist at HCA
Industry Insurance
Experience
HCA August 2015 - Present
LifePlans, Inc. February 2011 - Present
Principal Financial Group August 2007 - August 2009
HealthSCOPE Benefits February 2004 - April 2007
Conseco January 1998 - May 2003
Conseco September 1997 - January 1998
Skills
Health Insurance, Insurance, Employee Benefits, Customer Service, Team Building, Medicare, Healthcare, Sales, Hospitals, Healthcare Management, Process Improvement, Management, Budgets, Medicaid, Claim, Underwriting, Long-term Care, Marketing, Disability Insurance, Microsoft Excel, Brokers, Human Resources, Long Term Care Insurance, Time Management, Reinsurance, New Business Development, Managed Care, Microsoft Office, Microsoft Word, Provider Relations, Service Provider..., HIPAA, Internet, Social Media, Office Management, Office Administration, PowerPoint, Proofreading, Typing, Windows, Medical Billing, Medical Coding, Medical Terminology
Education
Everest University-Brandon 2014 — 2015
Diploma, Medical coding and billing, 4.0 Honor roll
Kaplan University 2010 — 2011
Health Science, Medical Office Management
Frankfort High School 1977 — 1980
High school diploma, Business
HCA August 2015 - Present
LifePlans, Inc. February 2011 - Present
Principal Financial Group August 2007 - August 2009
HealthSCOPE Benefits February 2004 - April 2007
Conseco January 1998 - May 2003
Conseco September 1997 - January 1998
Skills
Health Insurance, Insurance, Employee Benefits, Customer Service, Team Building, Medicare, Healthcare, Sales, Hospitals, Healthcare Management, Process Improvement, Management, Budgets, Medicaid, Claim, Underwriting, Long-term Care, Marketing, Disability Insurance, Microsoft Excel, Brokers, Human Resources, Long Term Care Insurance, Time Management, Reinsurance, New Business Development, Managed Care, Microsoft Office, Microsoft Word, Provider Relations, Service Provider..., HIPAA, Internet, Social Media, Office Management, Office Administration, PowerPoint, Proofreading, Typing, Windows, Medical Billing, Medical Coding, Medical Terminology
Education
Everest University-Brandon 2014 — 2015
Diploma, Medical coding and billing, 4.0 Honor roll
Kaplan University 2010 — 2011
Health Science, Medical Office Management
Frankfort High School 1977 — 1980
High school diploma, Business
Kim Ellis Buker's Principal Financial Group Experience January 2001 - July 2009
Job Employee Benefit Specialist Tedford Insurance
Industry Insurance
Experience
Tedford Insurance July 2013 - Present
Commercial Insurance Brokers August 2012 - May 2013
Principal Financial Group January 2001 - July 2009
Skills
Account Management, Selling, Customer Service, Direct Sales, Life Insurance, Health Insurance, Insurance, Sales, Disability Insurance, Recruiting, Customer Retention, Marketing, Leadership, Health Savings Accounts, Team Building
Education
Evangel University 1983 — 1985
Bachelors, Business
Tulsa Community College 1980 — 1983
Associate's degree, Business
Nathan Hale High School 1977 — 1980
Business Administration and Management, General
Tedford Insurance July 2013 - Present
Commercial Insurance Brokers August 2012 - May 2013
Principal Financial Group January 2001 - July 2009
Skills
Account Management, Selling, Customer Service, Direct Sales, Life Insurance, Health Insurance, Insurance, Sales, Disability Insurance, Recruiting, Customer Retention, Marketing, Leadership, Health Savings Accounts, Team Building
Education
Evangel University 1983 — 1985
Bachelors, Business
Tulsa Community College 1980 — 1983
Associate's degree, Business
Nathan Hale High School 1977 — 1980
Business Administration and Management, General
Travis Koehler's Principal Financial Group Experience April 2010 - October 2011
Job Director of Business Development at Enersphere
Industry Telecommunications
Experience
Enersphere Communications March 2014 - Present
Unbounded Solutions, Inc. July 2013 - March 2014
Mulling Corporation December 2006 - December 2012
Mellow Dawg Promotions September 2011 - December 2011
Principal Financial Group April 2010 - October 2011
Keller Williams Realty Peachtree Road December 2006 - February 2007
Skills
New Business Development, Networking, Strategic Planning, Marketing Strategy, Leadership, Retirement Planning, Risk Management, Building Relationships, Selling, Customer Service, Account Management, Recruiting, Sales, Sales Process
Education
Florida State University 1997 — 2002
Social Sciences, Economics, History, Buisiness
Florida State University 1997 — 2002
Enersphere Communications March 2014 - Present
Unbounded Solutions, Inc. July 2013 - March 2014
Mulling Corporation December 2006 - December 2012
Mellow Dawg Promotions September 2011 - December 2011
Principal Financial Group April 2010 - October 2011
Keller Williams Realty Peachtree Road December 2006 - February 2007
Skills
New Business Development, Networking, Strategic Planning, Marketing Strategy, Leadership, Retirement Planning, Risk Management, Building Relationships, Selling, Customer Service, Account Management, Recruiting, Sales, Sales Process
Education
Florida State University 1997 — 2002
Social Sciences, Economics, History, Buisiness
Florida State University 1997 — 2002
Theodore Vecchione's Principal Financial Group Experience January 2008 - January 2009
Job Sales Consultant at ADP
Industry Financial Services
Experience
ADP July 2011 - Present
Ernst & Young November 2009 - July 2010
Principal Financial Group January 2008 - January 2009
HealthLogiX December 2006 - May 2007
Skills
Training, Strategic Financial..., Sales, Retirement Planning, Microsoft Office, Marketing, Investments, Finance, Employee Benefits, Customer Service, Asset Allocation, Analysis
Education
Fairleigh Dickinson University 2003 — 2007
Bachelor of Science, Business Management & Human Resources
ADP July 2011 - Present
Ernst & Young November 2009 - July 2010
Principal Financial Group January 2008 - January 2009
HealthLogiX December 2006 - May 2007
Skills
Training, Strategic Financial..., Sales, Retirement Planning, Microsoft Office, Marketing, Investments, Finance, Employee Benefits, Customer Service, Asset Allocation, Analysis
Education
Fairleigh Dickinson University 2003 — 2007
Bachelor of Science, Business Management & Human Resources
Madelon Johnson's Principal Financial Group Experience June 2011 - May 2013
Job Retirement Plan Consultant
Industry Financial Services
Experience
Northern Trust Corporation June 2014 - August 2015
Northern Trust May 2013 - June 2014
Principal Financial Group June 2011 - May 2013
American Fidelity December 2010 - May 2011
Principal Financial Group August 2004 - November 2010
Skills
Retirement Planning, Investments, Insurance, Financial Services, Series 7, Sales, Series 63, Wealth Management, Retirement, Fixed Annuities, Securities, Marketing, Employee Benefits
Education
FLORIDA A&M UNIVERSITY 2000 — 2004
Bachelor of Science, Business Administration
Florida Agricultural and Mechanical University 2000 — 2004
Business Administration
Bainbridge High School
Bainbridge High School
Northern Trust Corporation June 2014 - August 2015
Northern Trust May 2013 - June 2014
Principal Financial Group June 2011 - May 2013
American Fidelity December 2010 - May 2011
Principal Financial Group August 2004 - November 2010
Skills
Retirement Planning, Investments, Insurance, Financial Services, Series 7, Sales, Series 63, Wealth Management, Retirement, Fixed Annuities, Securities, Marketing, Employee Benefits
Education
FLORIDA A&M UNIVERSITY 2000 — 2004
Bachelor of Science, Business Administration
Florida Agricultural and Mechanical University 2000 — 2004
Business Administration
Bainbridge High School
Bainbridge High School
James McGarvey's Principal Financial Group Experience September 2008 - July 2010
Job Regional Sales Consultant at Frontier Asset Management
Industry Financial Services
Experience
Frontier Asset Management July 2015 - Present
Atlas Energy, L.P. August 2014 - July 2015
Producers Choice Network February 2014 - July 2014
Wells Real Estate Funds September 2012 - December 2013
E*TRADE September 2011 - September 2012
TD Ameritrade July 2010 - August 2011
Principal Financial Group September 2008 - July 2010
US Planning Group Inc April 2007 - September 2008
Fidelity Investments February 1998 - April 2007
Skills
Investment Advisory, Wealth Management, Retirement Planning, Investments, Strategic Financial..., Relationship Management, Asset Allocation, Financial Services, Mutual Funds, Leadership, Portfolio Management, Retirement, Financial Advisory, Sales, Management, Project Management
Education
Xavier University 1999 — 2001
MBA, Finance
George Mason University 1989 — 1993
BA, Psychology
Frontier Asset Management July 2015 - Present
Atlas Energy, L.P. August 2014 - July 2015
Producers Choice Network February 2014 - July 2014
Wells Real Estate Funds September 2012 - December 2013
E*TRADE September 2011 - September 2012
TD Ameritrade July 2010 - August 2011
Principal Financial Group September 2008 - July 2010
US Planning Group Inc April 2007 - September 2008
Fidelity Investments February 1998 - April 2007
Skills
Investment Advisory, Wealth Management, Retirement Planning, Investments, Strategic Financial..., Relationship Management, Asset Allocation, Financial Services, Mutual Funds, Leadership, Portfolio Management, Retirement, Financial Advisory, Sales, Management, Project Management
Education
Xavier University 1999 — 2001
MBA, Finance
George Mason University 1989 — 1993
BA, Psychology
Tim Hollinger, CFP®, CEBS's Principal Financial Group Experience March 1998 - Present
Job Regional Retirement Specialist in Florida; Vice President of Sales for Principal Financial Group; Princor Registered Rep
Industry Financial Services
Experience
Principal Financial Group March 1998 - Present
Country Club of Orange Park May 1995 - March 1998
R-Plus Enterprises July 1997 - December 1997
Skills
Retirement, Defined Benefit, 401k, 403(b), Employee Benefits, Pensions, Business Planning
Education
Florida State University 1991 — 1995
BS, Communication
Principal Financial Group March 1998 - Present
Country Club of Orange Park May 1995 - March 1998
R-Plus Enterprises July 1997 - December 1997
Skills
Retirement, Defined Benefit, 401k, 403(b), Employee Benefits, Pensions, Business Planning
Education
Florida State University 1991 — 1995
BS, Communication
Melody (Thornton) Travick's Principal Financial Group Experience May 2008 - Present
Job Admin Asst III Recruitment & Marketing Svc.
Industry Financial Services
Experience
Principal Financial Group May 2008 - Present
MassMutual Financial Group dba Woodward & Associates, LLC January 2005 - May 2008
Skills
Recruiting, Insurance, Disability Insurance, Employee Benefits, Marketing, Talent Sourcing, Life Insurance, Term Life Insurance, 401k, Fixed Annuities, Sourcing, Retirement Planning, Financial Services, Health Insurance
Education
Georgia State University
Bachelor of Science (B.S.), Psychology
Principal Financial Group May 2008 - Present
MassMutual Financial Group dba Woodward & Associates, LLC January 2005 - May 2008
Skills
Recruiting, Insurance, Disability Insurance, Employee Benefits, Marketing, Talent Sourcing, Life Insurance, Term Life Insurance, 401k, Fixed Annuities, Sourcing, Retirement Planning, Financial Services, Health Insurance
Education
Georgia State University
Bachelor of Science (B.S.), Psychology
Juliana Montgomery's Principal Financial Group Experience 1989 - 1993
Job Case Management Director at Archbold Medical Center
Industry Hospital & Health Care
Experience
Archbold Medical Center 2015 - Present
Baptist Health November 2012 - July 2015
Baptist Health System 1993 - October 2012
Principal Financial Group 1989 - 1993
Memorial Medical Center 1984 - 1989
Skills
Managed Care, Nursing, Inpatient, Utilization Management, Case Managment, Hospitals, Healthcare Management, Cerner, EMR, Healthcare Information..., Informatics, Acute Care, Medicare, JCAHO, Healthcare Consulting, Healthcare, Disease Management, Medicine, Physician Relations, Home Care, Medical/Surgical, Nursing Education, ICU, Case Management
Education
Walden University 2014 — 2016
Master's Degree, Nursing Informatics
Florida Community College at Jacksonville
Associate of Science (A.S.), Nursing Science
University of North Florida
BSN, Nursing
Archbold Medical Center 2015 - Present
Baptist Health November 2012 - July 2015
Baptist Health System 1993 - October 2012
Principal Financial Group 1989 - 1993
Memorial Medical Center 1984 - 1989
Skills
Managed Care, Nursing, Inpatient, Utilization Management, Case Managment, Hospitals, Healthcare Management, Cerner, EMR, Healthcare Information..., Informatics, Acute Care, Medicare, JCAHO, Healthcare Consulting, Healthcare, Disease Management, Medicine, Physician Relations, Home Care, Medical/Surgical, Nursing Education, ICU, Case Management
Education
Walden University 2014 — 2016
Master's Degree, Nursing Informatics
Florida Community College at Jacksonville
Associate of Science (A.S.), Nursing Science
University of North Florida
BSN, Nursing
Joe Cahoon's Principal Financial Group Experience August 2005 - December 2012
Job Financial Advisor
Industry Financial Services
Experience
Principal Financial Group August 2005 - December 2012
Lincoln Financial Group/CIGNA September 2001 - July 2005
Sun Trust Bank Insurance August 1999 - July 2001
Skills
Retirement, Wealth Management, Financial Planners, Estate Planning, Series 7, Management, 401k, Disability Insurance, Fixed Annuities, Series 63, Retirement Planning, Public Speaking, Strategic Financial..., Finance, Risk Management, Portfolio Management, Strategy
Education
Emory University
BA
Emory University
Principal Financial Group August 2005 - December 2012
Lincoln Financial Group/CIGNA September 2001 - July 2005
Sun Trust Bank Insurance August 1999 - July 2001
Skills
Retirement, Wealth Management, Financial Planners, Estate Planning, Series 7, Management, 401k, Disability Insurance, Fixed Annuities, Series 63, Retirement Planning, Public Speaking, Strategic Financial..., Finance, Risk Management, Portfolio Management, Strategy
Education
Emory University
BA
Emory University
Christabelle Cook, QKA's Principal Financial Group Experience July 2012 - Present
Job Regional Retirement Plan Professional Ohio & Western PA | Dir. of Bus. Dvlp for Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group July 2012 - Present
Trinity Pension Consultants 2010 - July 2012
Citigroup/Smith Barney 2006 - 2010
Spectrum Capital Corp 2003 - 2006
Skills
401k, Retirement, Retirement Planning, Executive Benefit..., 403 b
Education
Franklin University
Principal Financial Group July 2012 - Present
Trinity Pension Consultants 2010 - July 2012
Citigroup/Smith Barney 2006 - 2010
Spectrum Capital Corp 2003 - 2006
Skills
401k, Retirement, Retirement Planning, Executive Benefit..., 403 b
Education
Franklin University
Jared McMurray's Principal Financial Group Experience February 2013 - Present
Job Agile Coach at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group February 2013 - Present
Principal Financial Group 2012 - 2013
Principal Financial Group 2004 - 2012
State of Iowa - Department of Human Services 2000 - 2004
Education
University of Northern Iowa
Fort Lewis College
Principal Financial Group February 2013 - Present
Principal Financial Group 2012 - 2013
Principal Financial Group 2004 - 2012
State of Iowa - Department of Human Services 2000 - 2004
Education
University of Northern Iowa
Fort Lewis College
Alexander Momotiuk's Principal Financial Group Experience 2001 - 2002
Job System Analyst at Beacon Health System
Industry Information Technology and Services
Experience
Beacon Health System August 2013 - Present
Lakeland Regional Health System February 2011 - August 2013
CareTech Solutions December 2008 - February 2011
1st Source Bank October 2002 - December 2008
Principal Financial Group 2001 - 2002
Skills
Troubleshooting, Technical Support, Help Desk Support, IT Service Management, Remote Desktop, Management, LAN-WAN, Leadership, Active Directory, Software Documentation, System Administration, VMware, Healthcare Information...
Education
Faith Baptist Bible College and Theological Seminary 1995 — 1996
Goshen College 1994 — 1995
Beacon Health System August 2013 - Present
Lakeland Regional Health System February 2011 - August 2013
CareTech Solutions December 2008 - February 2011
1st Source Bank October 2002 - December 2008
Principal Financial Group 2001 - 2002
Skills
Troubleshooting, Technical Support, Help Desk Support, IT Service Management, Remote Desktop, Management, LAN-WAN, Leadership, Active Directory, Software Documentation, System Administration, VMware, Healthcare Information...
Education
Faith Baptist Bible College and Theological Seminary 1995 — 1996
Goshen College 1994 — 1995
Marcia Plaster's Principal Financial Group Experience June 1998 - October 2010
Job at
Industry Medical Practice
Experience
Presbyterian Healthcare Services September 2014 - Present
University of Missouri Health Care June 2011 - September 2014
Everest College January 2011 - June 2011
Principal Financial Group June 1998 - October 2010
Skills
Healthcare, Healthcare Information..., Clinical Research
Education
Evangel University
Bachelor of Science (BS)
Presbyterian Healthcare Services September 2014 - Present
University of Missouri Health Care June 2011 - September 2014
Everest College January 2011 - June 2011
Principal Financial Group June 1998 - October 2010
Skills
Healthcare, Healthcare Information..., Clinical Research
Education
Evangel University
Bachelor of Science (BS)
Greg Swindall, CLF's Principal Financial Group Experience April 2014 - Present
Job Regional Managing Director at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group April 2014 - Present
Principal Financial Group September 2011 - March 2014
MassMutual Financial Group August 2008 - September 2011
John Hancock 2006 - 2008
New England Financial 1998 - 2006
Skills
401k, 403 b, SEP IRA, Simple IRA, Disability Insurance, Asset Allocation, Buy-sell Agreements, College Funding..., Deferred Compensation, Estate Planning, Executive Benefit..., Income Protection, Long Term Care Insurance, Mutual Funds, Series 6, Series 63, Universal Life, Whole Life, Series 7, Business Continuation..., Business Overhead..., Chartiable Giving
Education
Jacksonville State University
History/English
Gadsden State Community College 1994 — 1996
Coosa Christian High School
Hokes Bluff
Principal Financial Group April 2014 - Present
Principal Financial Group September 2011 - March 2014
MassMutual Financial Group August 2008 - September 2011
John Hancock 2006 - 2008
New England Financial 1998 - 2006
Skills
401k, 403 b, SEP IRA, Simple IRA, Disability Insurance, Asset Allocation, Buy-sell Agreements, College Funding..., Deferred Compensation, Estate Planning, Executive Benefit..., Income Protection, Long Term Care Insurance, Mutual Funds, Series 6, Series 63, Universal Life, Whole Life, Series 7, Business Continuation..., Business Overhead..., Chartiable Giving
Education
Jacksonville State University
History/English
Gadsden State Community College 1994 — 1996
Coosa Christian High School
Hokes Bluff
Sal Federico's Principal Financial Group Experience July 2001 - August 2003
Job Strategic Partner, APPLE Insurance & Financial Services for Florida Blue
Industry Insurance
Experience
APPLE Insurance and Financial Services for Florida Blue February 2013 - Present
American Public Life January 2013 - Present
Excelsior Benefits September 2003 - October 2012
Principal Financial Group July 2001 - August 2003
Old North Agents August 1995 - July 2001
Skills
Brokers, Health Insurance, Health Savings Accounts, Employee Benefits, Managed Care, Health Policy, Disability Insurance, Life Insurance, Insurance, Term Life Insurance, Accident, Critical Illness, Medicare, Sales, Whole Life, Sales Operations, Long-term Care, Underwriting, Fixed Annuities, Sales Management, Benefits Administration, Workers Compensation, Management, Strategic Planning, Team Building
Education
Florida State University
Bachelor of Science, Finance
Florida State University
APPLE Insurance and Financial Services for Florida Blue February 2013 - Present
American Public Life January 2013 - Present
Excelsior Benefits September 2003 - October 2012
Principal Financial Group July 2001 - August 2003
Old North Agents August 1995 - July 2001
Skills
Brokers, Health Insurance, Health Savings Accounts, Employee Benefits, Managed Care, Health Policy, Disability Insurance, Life Insurance, Insurance, Term Life Insurance, Accident, Critical Illness, Medicare, Sales, Whole Life, Sales Operations, Long-term Care, Underwriting, Fixed Annuities, Sales Management, Benefits Administration, Workers Compensation, Management, Strategic Planning, Team Building
Education
Florida State University
Bachelor of Science, Finance
Florida State University
Marilyn Waugh's Principal Financial Group Experience I install new employer group coverage, working with our sales offices.$
Job New Business Case Coordinator at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group I install new employer group coverage, working with our sales offices.$
Skills
Insurance, Employee Benefits, Customer Service, Disability Insurance, Microsoft Excel, Microsoft Office
Education
Faith Baptist Bible College and Theological Seminary 1975 — 1978
3-year diploma, Christian Education
Principal Financial Group I install new employer group coverage, working with our sales offices.$
Skills
Insurance, Employee Benefits, Customer Service, Disability Insurance, Microsoft Excel, Microsoft Office
Education
Faith Baptist Bible College and Theological Seminary 1975 — 1978
3-year diploma, Christian Education
Amy Angle's Principal Financial Group Experience June 2006 - December 2007
Job
Industry Financial Services
Experience
AEGON Americas December 2007 - Present
Principal Financial Group June 2006 - December 2007
Federal Home Loan Bank of Des Moines November 2000 - March 2006
Federal Home Loan Bank of Atlanta July 1986 - November 2000
Education
Emory University School of Law 1981 — 1984
Doctor of Law (J.D.)
Mount Holyoke College 1977 — 1981
Bachelor of Arts (B.A.)
AEGON Americas December 2007 - Present
Principal Financial Group June 2006 - December 2007
Federal Home Loan Bank of Des Moines November 2000 - March 2006
Federal Home Loan Bank of Atlanta July 1986 - November 2000
Education
Emory University School of Law 1981 — 1984
Doctor of Law (J.D.)
Mount Holyoke College 1977 — 1981
Bachelor of Arts (B.A.)
Steven Butcher's Principal Financial Group Experience June 2015 - July 2015
Job Assistant to the Special Agent in Charge (ATSAIC) at US Secret Service
Industry Security and Investigations
Experience
Principal Financial Group June 2015 - July 2015
US Secret Service June 1989 - January 2015
US Secret Service 2005 - 2007
US Secret Service June 1989 - 2005
Weston Police Department 1984 - 1988
Skills
Counterintelligence, Executive Protection, Enforcement, Criminal Investigations, Counterterrorism, Homeland Security, Background Checks, Surveillance, Vulnerability Assessment, Project Management, Credit Card Fraud, Corporate Security, Risk Assessment, Logistics, Intelligence Assesment, Asset Forfeiture, investgations, Corporate Fraud..., Fraud Detection, Counter Surveillance, Online Fraud, Expert Witness, Evidence Collection, Team Building, Cross-functional..., Office Administration, Public Safety, Law Enforcement, Police, Physical Security, Private Investigations
Education
Fairmont State University 1979 — 1984
Bachelor's degree, American History (United States)
Marshall University
Criminology
Principal Financial Group June 2015 - July 2015
US Secret Service June 1989 - January 2015
US Secret Service 2005 - 2007
US Secret Service June 1989 - 2005
Weston Police Department 1984 - 1988
Skills
Counterintelligence, Executive Protection, Enforcement, Criminal Investigations, Counterterrorism, Homeland Security, Background Checks, Surveillance, Vulnerability Assessment, Project Management, Credit Card Fraud, Corporate Security, Risk Assessment, Logistics, Intelligence Assesment, Asset Forfeiture, investgations, Corporate Fraud..., Fraud Detection, Counter Surveillance, Online Fraud, Expert Witness, Evidence Collection, Team Building, Cross-functional..., Office Administration, Public Safety, Law Enforcement, Police, Physical Security, Private Investigations
Education
Fairmont State University 1979 — 1984
Bachelor's degree, American History (United States)
Marshall University
Criminology
The Principal Financial Group
BTG Pactual
HuaTai Securities Co.,Ltd.
Guosen Securities
PFG
Principal Financial
Principle
Fubon Financial Holdings