Principal Financial Group
Industry: Financial investment management company
DescriptionThe Principal Financial Group is a global financial investment management and insurance company headquartered in Des Moines, Iowa. Headquarters: Des Moines, Iowa, United States CEO: Daniel Joseph Houston (18 Aug 2015–) Assets under management: 692.4 billion USD (2017) Subsidiaries: Principal Securities, Inc.,
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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
Accountable Health Solutions, a subsidiary of Hooper Holmes July 2014 - Present
F3 /// Fit Flex Fly July 2014 - Present
Accountable Health Solutions October 2013 - December 2014
Accountable Health Solutions July 2013 - October 2013
Principal Financial Group May 2013 - July 2013
Skills
Leadership, Business Administration, Team Building, Communication, Community Development, PowerPoint, Microsoft Word, Microsoft Office, Time Management, Marketing, Health Education, Research, Coaching, Wellness Coaching, Health Promotion, Training, Customer Service, Public Speaking
Education
Ball State University 2009 — 2013
Bachelor of Science (BS), Health Science, Business Administration
Bankers Life March 2015 - Present
Principal Financial Group December 2013 - March 2014
Prudential Insurance Company of America; Newark, NJ March 2013 - September 2013
Claims Adjuster in Dallas, TX January 1978 - March 2013
Netpique, LLC August 2010 - December 2011
Eberl Claims Service Inc. August 2005 - October 2008
North American Risk, Inc. January 1996 - January 1997
Johnson & Higgins April 1986 - March 1993
Employers Insurance of Texas January 1978 - April 1986
Skills
Budgets, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Photoshop, Teaching, Sales Management, Inventory Management, People-oriented, Insurance, Retail, Account Management, Negotiation, Leadership, Direct Sales, Casualty, Marketing, New Business Development, Training, Claim, Team Building, Sales, Management, Team Leadership, Sales Operations, Business Planning, Legal Liability
Education
Austin College 1973 — 1977
Bachelor of Arts (B.A.), Business, Management, Marketing, and Related Support Services
Bryan Adams High School; Dallas, TX 1970 — 1973
Allstate Investments January 2014 - Present
Allstate Investments July 2012 - December 2013
Allstate Investments July 2011 - June 2012
Allstate Investments April 2008 - June 2011
Allstate Investments July 2007 - March 2008
Allstate Investments June 2005 - June 2007
Allstate Investments January 2002 - May 2005
Allstate Investments July 1992 - December 2002
Principal Financial Group 1987 - 1992
Skills
Portfolio Management, Investments, Asset Management, Fixed Income, Equities, Hedge Funds, Strategy, Leadership, Business Development, Management, Credit, Program Management
Education
Iowa State University 1984 — 1986
Master of Science (M.S.), Economics
Augustana College 1980 — 1984
B.S., Math & Economics
Accountable Health Solutions July 2013 - Present
Little Birds + Bows Photography, LLC September 2013 - Present
Web Health Awards September 2012 - Present
Alliance for Responsible Pet Ownership October 2013 - May 2015
Principal Financial Group January 2012 - July 2013
Principal Financial Group July 2011 - January 2012
Indiana Society for Public Health Education December 2009 - January 2012
Principal Wellness Company October 2010 - July 2011
Principal Wellness Company February 2008 - October 2010
The Hammond Clinic May 2007 - February 2008
Skills
Liferay, SharePoint..., Portal Administration, Health Education, SharePoint, Project Planning, Wellness, Healthcare, Data Analysis, Social Media, Research, Project Management, Strategic Planning, Program Management, Marketing, Microsoft Office, Training, Web Analytics, WebTrends Analytics, Google Analytics, Volunteering, Non-profit Volunteer, Digital Strategy, Digital Communication..., Coaching, Newsletters, Program Development, Facebook, Wellness Coaching, Communication, Web Design
Education
Ball State University 2003 — 2007
Health Science, Health Education
Principal Financial Group March 2014 - Present
Advanced Insurance Services January 1993 - Present
Prudential Financial July 1976 - January 1993
Skills
Term Life Insurance, Series 6,7,63, 65,..., Supplemental Retirement..., Tax-Deferred Savings, Universal Life Insurance, Disability Income..., IRAs (Traditional &..., Long-Term Care Insurance, Mutual Funds, 401 (k), 403 (b), SEP &..., Annuities (Variable &..., College Funding..., Dental Insurance
Education
Aurora University 1972 — 1976
Bachelor of Science (BS), Business Administration
The American College 1981 — 1986
Chartered Life Underwriter Professional Designation
Fishhook July 2013 - Present
Wayne Township Education Foundation November 2007 - August 2013
Principal Financial Group October 2005 - June 2008
Best Buy May 2001 - August 2005
Skills
Event Planning, Customer Service, Microsoft Excel, Social Media Marketing, Social Media, Public Relations, Fundraising, Microsoft Office, Volunteer Management, Non-profits, Nonprofits, Public Speaking, Community Outreach, Event Management, Facebook, Internal Communications, Marketing, Leadership, Photography, Social Networking, PowerPoint, Newsletters, Microsoft Word, Marketing Communications, Strategic Communications, Editing
Education
Ball State University 2000 — 2004
BA, Advertising, Telecommunications & French
Kankakee Valley High School 1996 — 2000
Pedersen Group Brand Management September 2015 - Present
Sharp Incentives June 2009 - Present
Principal Financial Group November 2006 - May 2009
Humana November 2004 - November 2006
CardioComm Solutions October 2000 - February 2003
Instromedix 1995 - 2000
Skills
Direct Marketing, Account Management, Sales Operations, Consulting, Management, Sales Process, Customer Service, Process Improvement, Insurance, Leadership, Marketing, B2B, Business Development, Sales, Trade Shows, Advertising, Marketing Strategy, Time Management, Budgets, Program Management, Teamwork
Education
Arizona State University 2011 — 2015
Bachelor’s Degree, Interdisciplinary studies, Organizational Studies, Summa Cum Laude
LifeLock July 2014 - Present
LifeLock July 2013 - July 2014
LifeLock June 2011 - June 2013
iKeepSafe November 2011 - February 2013
LifeLock November 2010 - June 2011
MESA TENNIS ACADEMY, LLC January 2009 - May 2011
Metlife January 2006 - October 2006
Principal Financial Group 1998 - 2004
USTA, ATP June 1988 - February 1996
Skills
Public Speaking, Sales Process, Strategic Communications, Relationship Cultivation, Writing, Blogging, Insurance, Privacy Law, Cyberlaw, Personal Data Protection, Communications Law, Business Development, New Business Development, Leadership, Social Media Marketing, Management, Sales, Marketing, Small Business, Program Management, Marketing Strategy, Training, Call Centers, Coaching, Entrepreneurship, Team Building, Account Management, Contract Negotiation, Negotiation, Strategic Planning, CRM, Leadership Development, Customer Satisfaction, Strategic Partnerships, Employee Benefits, Strategy, Start-ups, Teamwork, B2B, Business Strategy, Public Relations, Social Networking, Recruiting, Team Leadership, Lead Generation, Business Planning, Tennis, Direct Sales, Social Media, Sales Management
Education
University of Maryland University College 2012 — 2013
Legal Studies, Business Law & Public Policy
Rio Salado College 2010 — 2011
AAS in Paralegal Studies, Law
Arizona State University 1987 — 1988
University of Oklahoma 1987 — 1987
Saguaro High School 1985 — 1987
American School of The Hague 1984 — 1985
Ameriprise Financial Services, Inc. April 2014 - Present
Principal Financial Group August 2012 - April 2014
Wells Fargo Advisors October 2010 - 2012
Augsburg College January 2010 - January 2011
Mavo Systems June 2005 - September 2010
Augsburg College 2006 - 2010
CRHS 2000 - 2006
Skills
Series 7, Series 63, Portfolio Management, Financial Advisory, Wealth Management, Employee Benefits, Investment Strategies, Asset Allocation, Retirement Benefits, Retirement Planning, Business Planning, Investment Advisory, Executive Protection, Income Protection, Key Person Protection, Asset Protection, 401k, 403 b, IRAs, Roth IRA, Estate Planning, Saving for Education, Rollovers, Securities, Financial Management..., Financial Analysis, Disability Insurance, Insurance, Life Insurance, Mutual Funds, Managed Money, Asset Managment, Accounting, Project Management, Health Insurance, Valuation, Business Networking, Retirement, Strategic Financial..., Estate Tax Planning, Succession Planning, ESOP, 401k Rollovers, Non-Qualified Deferred..., Business Valuation, College Savings Plans, Tax-advantaged..., Executive Benefit..., Finance, Stock Market
Education
Augsburg College 2007 — 2011
Finance, Business Administration, and a minor in Managment Information Systems, Business, Finance
CRHS 2002 — 2006
Principal Global Investors November 2013 - Present
Westown Sports Marketing August 2012 - Present
Principal Financial Group May 2012 - November 2013
SD Timing & Production August 2011 - June 2012
Iowa Events Center May 2011 - July 2011
Waukee Community Schools March 2006 - July 2008
Skills
Marketing, Sales, Social Media, Social Networking, Customer Service, Microsoft Office, Microsoft Word, Teamwork, Microsoft Excel, PowerPoint, Entertainment
Education
Simpson College 2009 — 2012
Bachelor of Arts (BA), Business Administration and Management, General
Augustana College (SD) 2008 — 2009
Business Administration and Management, General
Waukee High School 2005 — 2008
Tantilla Financial Services June 2014 - Present
Plexus Financial Services January 2010 - March 2014
Tantilla Financial Services January 2008 - October 2010
Principal Financial Group November 2003 - December 2007
WFG World Group Securities September 1999 - November 2003
Skills
401 (k), 403 (b), SEP &..., Annuities (Variable &..., Business Continuation..., Buy-Sell Agreements, Deferred Compensation..., Disability Income..., Estate Planning, Executive Benefits..., Financial Needs Analysis, Income Protection, IRAs (Traditional &..., Key Person Insurance, Long-Term Care Insurance, Mutual Funds, Salary Continuation, Split Dollar Plans, Supplemental Retirement..., Survivor Income, Tax-Deferred Savings, Term Life Insurance, Universal Life Insurance, Wealth Accumulation, Whole Life Insurance, Series 6, 7, 63, 65, 24...
Education
Aurora University 1993 — 1994
MS, Administration
University of Illinois at Urbana-Champaign 1984 — 1988
BS, Education
UnityPoint Clinic June 2015 - Present
UnityPoint Health July 2014 - Present
R&R Realty Group January 2013 - July 2014
CPS, an LCS Company June 2010 - November 2012
Life Care Services March 2004 - May 2010
Principal Global Investors November 2001 - March 2004
Belin McCormick, P.C. August 1996 - September 2002
Principal Financial Group June 1994 - August 1996
Jenner & Block 1991 - 1994
Skills
Compliance, Legal, Mergers, Group Purchasing, Seniors Housing, Marketing, Process Improvement, Medicaid, Strategic Planning, HIPAA, Home Care, Customer Service, Financial Analysis, Elder Care, Due Diligence, Mergers & Acquisitions, Legal Research, Analysis, Corporate Law, Leadership, Team Building, Physician Relations, Healthcare, Management, Healthcare Management, Managed Care, C-Level Executive...
Education
Des Moines University 2006 — 2010
MHA, Health Care Administration
Roosevelt University 1991 — 1991
Paralegal Certificate (awarded with honors), Paralegal Studies
Arizona State University 1986 — 1990
BS, Political Science
Bank of America April 2009 - Present
Countrywide Financial July 2002 - March 2009
LifeCare Assurance Company April 1997 - December 2000
Transamerica Occidental Life Insurance March 1996 - March 1997
Principal Financial Group July 1989 - March 1996
Skills
Product Support, Mortgage, Insurance, Public Speaking, Mortgage Lending, Proofreading, Microsoft Office, Technical Writing, Team Leadership, Cross-functional Team..., Data Management, Business Process..., Problem Solving, Business Analysis, Fast Learner, Visio, Writing, Analysis, PowerPoint, Requirements Analysis, Business Process, Risk Management, Process Improvement, Project Management, Strategy, Program Management, Change Management, Leadership, Management, Analytics, Business Development, Vendor Management, Databases, SDLC, Data Quality Assurance, Business Planning, Budgets, Start-ups, Enterprise Architecture, Business Intelligence, Data Warehousing, IT Strategy, Financial Services, Requirements Gathering, Systems Analysis, Business Requirements, Banking
Education
California State University-Los Angeles 1999 — 2002
Masters, Information Systems
Drake University 1989 — 1989
Bachelors, English
Augustana College (SD) 1980 — 1982
English
Bulk Handling Systems 2012 - Present
Townley Engineering & Manufacturing Co 2005 - 2012
Hydro Thermal Corporation 1999 - 2005
SSP Fittings Company 1998 - 1999
Loctite 1996 - 1998
Swagelok 1989 - 1996
Principal Financial Group 1986 - 1989
Skills
Senior Executive..., Sales Management, International Sales, Human Capital, Leadership Development, Team Leadership, Business, Business Alignment, Business Development, Business Planning, Business Strategy, Coaching, Competitive Analysis, Contract Negotiation, Contract Management, Continuous Improvement, Customer Service, Entrepreneurship, Engineering, ERP, Executive Coaching, International Business, Leadership, Lean Manufacturing, Logistics, Management, Manufacturing, Market Research, Marketing, Executive Management, Negotiation, Microsoft Office, Marketing Strategy, New Business Development, Operations Management, Organizational..., P, Personal Development, Private Equity, Product Development, Sales, Recycling, Project Management, Sales Operations, Sales Presentations, Small Business, Start-ups, Sales Process, Strategic Leadership, Strategic Planning
Education
Baker University 1982 — 1986
Bachelor of Arts (B.A.), Philosophy and Political Science
OneAmerica Financial Partners Inc. December 2006 - Present
OneAmerica Financial Partners Inc. October 2004 - December 2006
Principal Financial Group December 2003 - October 2004
Emplanet 2001 - 2002
Guardian Life Insurance 1997 - 2001
OneAmerica Financial Partners Inc. March 1994 - December 1997
Alesis 1988 - 1991
Skills
Data Analysis, Benchmarking, Business Process..., Business Process Mapping, Project Management, Process Improvement, Productivity and..., Functional and User..., Software Testing and..., Project Budgeting and..., Risk Management, Facilitation - Project,..., Lean Methods, Six Sigma, Business Analysis, DMAIC, Business Process..., Change Management, Continuous Improvement, Process Management, Value Stream Mapping, Lean Sigma, Operational Excellence, Lean Thinking, Lean Transformation, Acquisition Integration, Testing, Leadership, User Acceptance Testing, Visio, Requirements Gathering, Vendor Management, SDLC, Management
Education
Ball State University 1985 — 1989
Chatard 1981 — 1985
ACN October 2012 - Present
Centurion Fund, LLC September 2009 - Present
Independent Contractor June 2009 - Present
Tamarack Trading, Inc October 1998 - October 2011
Agora Financial April 2007 - December 2007
Long & Foster Companies May 2004 - December 2007
West Coast Trading Company, LLC May 2001 - February 2003
Principal Financial Group June 1997 - October 1998
Olde Discount Stockbrokers February 1994 - June 1997
Simmers Capital Management February 1993 - October 1993
Skills
Microsoft Excel, Communication, Software Development, Email Marketing, Web Marketing, Financial Analysis, Financial Reporting, Financial Accounting, Strategic Financial..., Recruiting, Interviewing Skills, Negotiation, Conflict Resolution, Training, Mentoring, Spreadsheets, Process Optimization, Landing Page..., CRM, Trading, Technical Analysis, automated algorithms, Accounting, Account Reconciliation
Education
Arizona State University 1987 — 1992
Bachelor of Science (B.S.), Psychology
Sammons Retirement Solutions - Member of Sammons Financial Group December 2011 - Present
Principal Financial Group November 2008 - December 2011
Principal Global Investors May 2007 - November 2008
Principal Financial Group March 2005 - May 2007
Principal Financial Group December 2003 - March 2005
The Vanguard Group September 1997 - November 2003
Skills
Investments, Asset Allocation, Mutual Funds, Asset Management, Research, Wealth Management, Alternative Investments, Retirement Planning, Financial Planning, Investment Strategies, Financial Analysis, Financial Modeling, Risk Management, Strategic Planning, Financial Forecasting, Business Relationship..., Variance Analysis, Sales Presentations, 401k, Retirement, Investment Advisory, Portfolio Management, Finance, Financial Services, Life Insurance, Financial Advisory, Fixed Annuities, Strategic Financial...
Education
University of Phoenix 2001 — 2003
Masters of Business Administration, 2003
Arizona State University 1994 — 1996
Bachelor of Science Degree, Finance
University of Arizona 1989 — 1993
Industrial Engineering
Principal Financial Group July 2012 - Present
Bloomingdale's April 1999 - March 2012
Paper Warehouse 1989 - 1999
Skills
Senior and Junior..., PC Proficiency, Organized, Empathetic, Executive Administrative, Proficient Writing..., Achieve Results, Confidential Document..., Handle Multiple..., Excellent Customer..., Event Planning, Customer Service, Fundraising, Outlook, Vendor Relationships, Microsoft Excel, PowerPoint, Merchandising, Leadership, Time Management, Team Building, Hiring, Office Management, Event Management, Microsoft Word, Teamwork, Fashion, Invoicing, Training, Organizational..., New Hire Orientations, Sales, Administrative..., Management, Community Development, Retail, Store Management, Writing, Empathy, Spreadsheets, Visual Merchandising, Microsoft Office, Interviews, Retail Sales
Education
Augsburg College
University of Minnesota-Twin Cities
Associate of Arts, Liberal Arts
Compass Financial Partners, LLC June 2011 - Present
Rekon Intelligence July 2009 - June 2011
Principal Financial Group January 2008 - June 2009
E*TRADE Financial 2006 - 2007
Skills
Retirement Planning, Investment Strategies, Retirement Plan..., Qualified Retirement..., Retirement, Retirement Savings, Investments, Employee Benefits, Maximize, Building Relationships, Due Diligence, Financial Markets, Financial Advisory, Independent Financial..., Employee Engagement, Growing Businesses, Helping Clients Succeed, ERISA, Profit Sharing, Series 7
Education
Appalachian State University
Bachelor's degree, Finance & Banking, Insurance & Risk Management, International Business
Axion RMS, Ltd. August 2013 - Present
Flexible Benefit Service Corporation November 2010 - July 2013
Loop Financial, LTD May 2009 - November 2010
Principal Financial Group May 2007 - March 2009
Education
Arizona State University 2001 — 2004
B.A., Communication
MetLife November 2012 - Present
New England Financial December 1994 - December 2012
Principal Financial Group December 2003 - August 2006
Northwestern Mutual July 1991 - December 1994
Skills
Temporary Placement, Benefits Administration, Critical Thinking, Metrics, Financial Services, Organization
Education
The American College 2012 — 2013
CLF
Appalachian State University 1986 — 1990
BS, Public Relations, Advertising, and Applied Communication
The Curtain Exchange of Nashville, TN March 2011 - Present
Special Spaces Music City August 2010 - Present
Principal Financial Group November 2003 - March 2011
Mary Kay Independent Consultant 2005 - 2011
Skills
Team Leadership, Interior Design, People-oriented, Textiles, Pillows, Shades, Blinds, Curtains, Bedding, Retail, Space-planning, Marketing, Customer Service, Marketing Strategy, Sales, Account Management, Strategic Planning, Team Building, Hunter Douglas, Facebook, Window Treatments, Employee Benefits, Interior Architecture, Negotiation, Residential Homes, Space planning
Education
Art Institute of Pittsburgh 2009 — 2010
Certified, Residential Planning
Maryvale High School, Phoenix AZ 1982 — 1984
High School Diploma, General Studies
Appalachian Regional Healthcare System April 2011 - Present
Fields Group of North Carolina, LLC July 2005 - March 2011
Principal Financial Group July 2003 - July 2005
Education
Appalachian State University 1995 — 2000
Bachelor of Science, Business Administration/Risk Management and Insurance
Principal Financial Group October 2004 - Present
Marketwise Solutions June 2003 - September 2004
ADS Environmental Services December 2002 - March 2003
Livrite Fitness Center January 2002 - March 2003
Nordstrom Department Store March 2002 - September 2002
Skills
Sales Management, Management, Sales Operations
Education
Ball State University
Advertising
Ball State University
Advertising
Principal Financial Group March 2014 - Present
Schwab Retirement Plan Services June 2013 - March 2014
Principal Financial Group March 2005 - June 2013
National City Bank 2001 - 2005
Skills
401k, Retirement Planning, Retirement, Pensions, Fixed Annuities, Financial Planning
Education
Baldwin Wallace University
Bachelor of Arts (B.A.), Speech Communications
Performance Investment Group January 2007 - Present
Performance Institute January 2002 - Present
Prinicpal International, Inc. January 1993 - December 2001
Principal Financial Group January 1991 - December 1992
Principal Financial Group July 1987 - December 1990
Principal Financial Group January 1972 - July 1987
U.S. Army Security Agency June 1968 - December 1971
Skills
Strategic Planning, Marketing Strategy, Business Strategy, Strategy Development, Strategic Partnerships, Sales Management, Sales Support, Sales Operations, International Sales, Sales Process, Seminar Speaker, International Business, International Relations, International Trade, International..., International Management, Leadership Development, Executive Coaching, Mentoring, Business Planning, Strategy, New Business Development, Management Consulting, Entrepreneurship, Social Media Marketing, Fundraising, Management, Public Speaking, Team Building, Negotiation, Business Development, Program Management, Team Leadership, Executive Management, Non-profits, Start-ups, Organizational..., Leadership, Marketing, Sales, Change Management, Analysis, Small Business, Market Research, Consulting, Project Planning, Human Resources, Mergers & Acquisitions, Training, Public Relations
Education
Babson College 1990 — 1995
LLIF, Leadership
The American College 1980 — 1985
CLU Certification, Insurance and Investment
Central Nebraska Technical College 1966 — 1968
Electronics
Canon Business Solutions April 2015 - Present
Prudential Financial June 2014 - January 2015
Principal Financial Group July 2013 - June 2014
Prudential Financial December 2011 - June 2013
Prudential Financial July 2001 - December 2011
Skills
Group Insurance, Underwriting, Supervisory Skills, Census Data, Health Insurance, Employee Benefits, Term Life Insurance, Disability Insurance, Life Insurance, Insurance, 401k, Financial Services, Fixed Annuities, Long-term Care, Risk Management, Relationship Management
Education
Arcadia University 1989 — 1993
Bachelor of Science (B.S.), Business Administration and Management, General
EMC Insurance Companies April 2005 - Present
Principal Financial Group June 1994 - April 2005
Skills
Risk Management, Underwriting, General Insurance, Claims Management, Commercial Insurance, Workers Compensation, Risk Assessment, Insurance, Casualty, Property & Casualty..., Professional Liability, Claim, Enterprise Risk..., Reinsurance
Education
Arizona State University
Bachelor of Science (BS), Business Administration and Management, General
St. Louis Community College
Associate of Arts (AA), Liberal Arts and Sciences, General Studies and Humanities
Viverae, Inc. January 2012 - Present
Principal Financial Group September 2007 - June 2010
St. Bernards Behavioral Health April 2006 - June 2007
Education
Arkansas State University
BS, Exercise Science
Cactus High School 1994 — 1998
High School Diploma, College Prep
Principal Financial Group May 2015 - Present
New York Life Insurance Company February 2010 - April 2015
Skills
Retirement Planning, Fixed Annuities, Disability Insurance, Long Term Care Insurance, 401k, Estate Planning, Wealth Preservation..., 401k Rollovers, Annuity Sales, Gifting Strategies, Multi-generational..., Protection..., Succession Planning, Term Life Insurance, Universal Life, Tax Deferred Savings, College Funding..., Key Person Insurance, Wealth Accumulation, Asset Allocation, Survivor Income, Supplemental Retirement..., Buisness Continuation...
Education
Appalachian State University 1981 — 1986
Bachelor of Science (BS) BA, International Economics
CCHS
Myers Park HS
Electron International / Parker Aerospace November 2014 - Present
Honeywell Aerospace August 2012 - August 2014
Principal Financial Group December 2010 - July 2012
Morgan Stanley Smith Barney April 2008 - November 2010
A.G. Edwards July 2004 - March 2008
Motorola Solutions November 2000 - June 2004
Motorola Computer Group August 1996 - November 2000
TRW March 1994 - August 1996
Xerox June 1988 - March 1994
Skills
Management, Project Planning, Relationship Management, Project Management, Quality Assurance, SQL, VBScript, C Programming, Visual C#, Unix, Python, HTML, Process Improvement, Process Automation, DO178B
Education
Arizona State University, W. P. Carey School of Business 1997 — 1999
MBA, Finance
Rochester Institute of Technology 1984 — 1988
BSEE, Electrical Engineering
DFAS June 2014 - Present
State of Indiana DCS August 2013 - Present
CSCI December 2012 - August 2013
Allison Transmission December 2011 - December 2012
Principal Financial Group January 2004 - December 2011
The Molloy Companies 2000 - 2004
Clarian Health Partners June 1996 - September 1998
Skills
J2EE, Rational Application..., Websphere, Health Insurance, Business Analysis, Requirements Analysis, Software Documentation, Access, Analysis, MS Project, Quality Assurance, Team Leadership, Risk Management, Outlook
Education
Ball State University 1992 — 1996
Bachelor's degree, Exercise Physiology
Wells Fargo & Company December 1998 - Present
Principal Financial Group November 1994 - December 1998
Aviva October 1984 - November 1994
Skills
Organizational..., Change Management, Business Process..., Coaching, Organizational Design, Process Improvement, Program Management, Workshop Facilitation, Consulting, Team Building, Organizational...
Education
Ball State University 1978 — 1980
University of Central Missouri 1966 — 1969
B.S. in Education, Elementary Education
TIAA-CREF September 2014 - Present
TIAA-CREF September 2012 - September 2014
TIAA-CREF January 2006 - September 2012
International Society of Certified Employee Benefit Specialists 2009 - 2010
TIAA-CREF September 2002 - December 2005
Principal Financial Group December 2001 - September 2002
Fidelity Investments September 1994 - December 2001
Federal Deposit Insurance Corporation September 1993 - January 1994
Skills
Retirement, Relationship Management, Financial Advisory, Mutual Funds, 401k, Financial Services, Series 63, Pensions, Series 7, Health Insurance, Insurance, Strategic Financial..., Asset Allocation, Leadership, Retirement Planning, Investment Advisory, Investments, Securities, Wealth Management, Fixed Annuities, Investment Strategies, Asset Management, Alternative Investments, Portfolio Management, ERISA, Defined Benefit, Investment Management, Defined Contribution, Financial Planning
Education
Babson College - Franklin W. Olin Graduate School of Business 1998 — 2003
MBA
University of New Hampshire - Whittemore School of Business and Economics
BS
Fidelity Charitable May 2014 - Present
Principal Financial Group November 2011 - Present
Fidelity Investments September 2005 - November 2007
Fidelity Investments December 2006 - May 2007
Mellon HR Solutions April 2000 - May 2005
Skills
Process Improvement, Outsourcing, CRM, Training, Software Documentation, Management, Call Centers, Employee Benefits, Six Sigma, Customer Satisfaction, Defined Benefit, Microsoft Excel, Troubleshooting, Business Analysis, Vendor Management, Business Process..., Project Management
Education
Appalachian State University 1995 — 1999
N/A, Public Relations, Political Science, Computer Science
Capstone Benefits Group February 2012 - Present
Principal Financial Group January 2004 - February 2012
J. F. Molloy & Associates, Inc. September 1976 - January 2004
Skills
Health Insurance, Employee Benefits, Insurance, Benefits Administration, Operational..., Staff Management and..., Client and Vendor..., Health Savings Accounts, Customer Service, Account Management, Operational Excellence, Brokers, Disability Insurance, Retirement, Underwriting, 401k, Performance Management, Life Insurance, Leadership, Strategic Planning, Training, Term Life Insurance
Education
Ball State University 1973 — 1977
Bachelors of Science, Education
Principal Financial Group January 2005 - Present
Dreyfus October 1986 - January 2000
Kidder, Peabody & Co., Inc October 1982 - June 1984
Burroughs Corporation May 1981 - October 1982
Skills
Social Security, Annuities (Variable &..., Series 6,7,24,63,65..., Asset Allocation, IRA's (Traditional &..., College Funding..., Mutual Funds, Medicare, Sales, Marketing
Education
Babson College 1977 — 1981
BS, Finance / Quantitative Methods
Needham High School
Principal Financial Group PresidentDardis Financial Strategies, LLCMarch 2005 - Present
Education
The American College
ChFC, Financial Services
National Association of Life Underwriters 1995 — 1997
LUTCF, Financial Services
Augustana University (SD) 1982 — 1985
Bachelor of Arts, Hospital and Health Care Services Administration
Realty Executives May 2015 - Present
Veracity Real Estate Group May 2013 - April 2015
Kinney Management Services May 2009 - January 2015
Principal Financial Group July 2007 - May 2009
Great Expectations May 2001 - April 2007
Skills
Event Planning, Sales, Customer Service, Management, Process Scheduler, Negotiation, Social Media, Accounting, Microsoft Office, Marketing, Public Speaking, Social Media Marketing, Public Relations, Outlook, Marketing Strategy, Social Networking
Education
Arizona State University 1999 — 2003
Bachelors Degree, Psychology
UnitedHealthcare October 2010 - Present
Humana April 2008 - June 2010
Principal Financial Group January 2007 - April 2008
MetLife April 2004 - November 2006
Unum February 1999 - April 2004
Skills
New Business Development, Health Insurance, Insurance, Sales, Employee Benefits, Account Management, Small Business, Strategy, Management, Underwriting, CRM, Customer Retention
Education
Austin Peay State University 1997 — 1999
Bachelor of Science, Communication Arts
Hopkinsville Community College 1997 — 1999
Associate of Arts, General Studies
Meredith Corporation May 2014 - Present
Nationwide Insurance February 2001 - January 2014
Meredith Corporation 2014 - 2014
Nationwide Insurance Visual Communications February 2001 - February 2006
Principal Financial Group 1986 - 2001
Skills
UX Design, Web Design, UI Design, Graphic Design, Motion Design, Graphics, Logo Design, Marketing, Flash, Illustration, Web Development, Integrated Marketing, Adobe Creative Suite, Creative Direction, Marketing Communications, Video Editing, InDesign, Animation, Photoshop, Strategy, Brochures, Layout, Storyboarding, Information Architecture, User Interface Design
Education
Art Institute of Pittsburgh
Interactive Design
Simpson College
Spanish
The Ohio State University - The Max M. Fisher College of Business
Integrated Marketing Credits, Graphic Design, Interactive Design
U.S. Trust March 2014 - Present
US Trust November 2012 - Present
MHN Government Services June 2009 - Present
Principal Financial Group October 2008 - February 2009
UBS Wealth Management July 2002 - April 2008
Skills
Investments, Finance, Retirement Planning, Wealth Management, Strategic Financial..., Asset Allocation, Investment Advisory, Retirement, Portfolio Management, Mutual Funds, Investment Strategies, Asset Management, Financial Advisory, Risk Management, Estate Planning, Fixed Income, Financial Analysis, Insurance, Investment Management, Bonds
Education
Arizona State University 1996 — 2001
Bachelor, Mathematics
Garnett Retirement Group April 2015 - Present
Pensionmark Retirement Group April 2015 - Present
Leading Edge Retirement Plan Advisors, LLC January 2014 - February 2015
Principal Financial Group August 2007 - December 2013
Vanguard January 2007 - August 2007
Vanguard May 2005 - December 2006
Vanguard February 2004 - April 2005
Thompson Financial Group May 2003 - January 2004
Skills
Retirement Planning, Mutual Funds, Retirement, Investments, Employee Benefits, Finance, Financial Services, Financial Planning, Financial Advisory, Insurance, 401k, Securities, Series 6, Pensions, Life Insurance
Education
Appalachian State University 1999 — 2003
Bachelor of Science (BS), Finance and Financial Management Services
Principal Financial Group June 2013 - Present
Principal Financial Group May 2012 - August 2012
Education
Ball State University 2009 — 2013
Bachelor of Arts (B.A.), Human Resource Management
Principal Financial Group September 2013 - Present
Freelance Web Development 2000 - Present
iDesign, LLC November 2012 - July 2013
Edvance 360 February 2012 - November 2012
Situated Research May 2010 - May 2012
Ocean Agency 2010 - 2011
SNI Companies September 2005 - February 2010
Skills
PHP, CSS, HTML 5, Networking, Illustrator, WordPress, HTML5, PSD to Wordpress, MySQL, JavaScript, HTML, E-newsletter, E-newsletter Design, Photoshop, WAMP, Tortoise SVN, phpMyAdmin, InDesign, Graphic Design, Brochures, Business Cards, Vinyl Banners, DustJS, Bootstrap, Agile Methodologies, JIRA, Confluence
Education
Art Institute of Pittsburgh 2007 — 2012
Associate of Arts and Sciences (A.A.S.), Web Design & Interactive Media
Indian Hills Community College 2002 — 2005
Associate of Arts and Sciences (A.A.S.), Computer Programming
QCI January 2013 - Present
Principal Financial Group September 2012 - July 2014
iFuturistics Inc September 2006 - January 2013
John Deere February 2011 - September 2012
Pioneer June 2010 - February 2011
infoUSA September 2009 - June 2010
Department Of Human Services, State of Iowa May 2009 - September 2009
Wells Fargo January 2008 - December 2008
Wells Fargo November 2006 - December 2007
Integrated Databases, Inc. May 2003 - August 2006
Skills
.NET, C#, VB.NET, ASP.NET, LINQ, Entity Framework, jQuery, AJAX, WCF, WPF, XAML, WF, XML, Java, C++, SharePoint, Android Development, Microsoft SQL Server, SSRS, Crystal Reports, Oracle, SQLite, MongoDB, IIS, Visual Studio Team..., TFS, Mercurial Hg, StarTeam, ClearCase, Microsoft Dynamics AX, X++, VB6, SAP R/3, ABAP, SAP Netweaver, Agile Methodologies, Project Management, Agile Project Management, ASP.NET MVC, Test Driven Development, Web Applications, Visual Basic, SOA, SQL, Visual Studio, T-SQL, SDLC, Databases, JavaScript, Requirements Analysis
Education
Ashford University 2011 — 2012
MBA, Information Systems, A
Madurai Kamaraj University 1999 — 2002
B.Sc., Maths, Computer
Technical Education Board, Gugarat 1992 — 1994
Post Diploma in Computer Applications, Computer Applications
Technical Education Board, Gujarat 1988 — 1990
Diploma in Automobile Engineering, Automobile
The Sioux Falls Diamonds Fastpitch Club June 2013 - Present
Principal Financial Group November 2008 - February 2013
American Family Insurance September 2004 - November 2008
Skills
Current Licensures:, Health and Life,..., Series 7, Series 24
Education
Augustana University (SD) 1985 — 1989
BA, Education/Special Ed
O'Gorman High School 1981 — 1985
General
Marvell Semiconductor November 2006 - Present
Intel Corporation September 2004 - November 2006
Intel Corporation January 2002 - September 2004
Intel Corporation December 1997 - January 2002
Intel Corporation February 1994 - December 1997
Principal Financial Group January 1993 - August 1993
Bakco Data December 1991 - November 1992
Bakco Data September 1989 - December 1991
Skills
C++, C#, .NET, Visual Studio, Microsoft SQL Server, IIS, Windows, Objective-C, Xcode, iOS, iOS development, OS X, Java, JavaScript, Android, Linux, ARM, SoC, Logic Analyzer, JTAG, Software Development, Web Applications, Databases, Testing, Debugging, Microprocessors
Education
Arizona State University 1993 — 1996
M.Ed., Educational Media & Computers
Penn State University 1985 — 1989
B.S., Computer Engineering
Payroll Management Incorporated February 2015 - Present
PMI 2015 - 2015
PMI 2015 - 2015
Principal Financial Group February 2010 - December 2011
Verizon Wireless 2001 - 2009
GTE 1990 - 1998
Skills
Life and Disability..., Retirement Savings, Annuities, Fixed Annuities, B2B, Long-term Care, Disability Insurance, Investments, Sales Process, 401k, Life Insurance, Selling, Direct Sales, Cold Calling, Retirement, Sales, Retirement Planning, Employee Benefits, IRAs, Insurance, Customer Retention, Small Business, Term Life Insurance, Team Building, Management
Education
Auburn University
Principal Financial Group April 2011 - Present
New York Life July 2007 - April 2011
New York Life November 1999 - July 2007
Skills
Business Development, Staff Development, Retirement Planning, Life Insurance, 401k, Strategic Financial..., Disability Insurance, Insurance, Series 7, Retirement, Estate Planning, Fixed Annuities, Investments, Long-term Care, Mutual Funds
Education
The American College
CLU, LUTCF, Financial Planning and Services
Augustana College 1994 — 1998
Bachelor of Arts (BA), Business Administration
Crossroad Insurance Solutions, LLC March 2012 - Present
Rehmann October 2006 - September 2010
Principal Financial Group January 1999 - October 2006
O.A.K. Financial June 2003 - May 2006
AXA Equitable May 1985 - December 1998
Skills
Life Insurance, Disability Insurance, Insurance, Estate Planning, Fixed Annuities, Long Term Care Insurance, Strategic Financial..., Retirement Planning, Risk Management, Financial Services, Health Insurance, Strategic Planning, Retirement, Financial Planning, Term Life Insurance, Leadership
Education
The American College 1999 — 2001
CLU, ChFC, Insurance & Financial Services
Aquinas College 1978 — 1983
BSBA, Business and Communication Arts
The John F. Kennedy Center for the Performing Arts April 2015 - Present
Bill & Melinda Gates Foundation October 2008 - March 2011
DuPont 2004 - 2008
Pioneer Hi-Bred International Inc 2004 - 2008
Wells Fargo Home Mortgage 2002 - 2004
Principal Financial Group 1999 - 2002
TDS Telecommunications Corp. 1996 - 1999
Miller Brewing Company 1994 - 1996
Cummins, Inc 1989 - 1994
Circle K 1983 - 1989
Skills
Leadership Development, Training, Employee Engagement, Organizational..., Employee Relations, Organizational Design, Talent Management, Succession Planning, Human Resources, Organizational..., Onboarding, Performance Management, Fundraising, HRIS, Strategic Planning, Leadership, Workforce Planning, Management, Change Management
Education
The George Washington University 2011 — 2014
Doctor of Philosophy (Ph.D.), Human and Organizational Learning
Indiana Wesleyan University 1992 — 1994
MSM, Business; Human Resources
Arizona State University 1983 — 1985
BA, Business Communication; Advertising
Principal Financial Group June 2012 - Present
Stiles Corporation/Means Knaus Partners December 2011 - June 2012
AXA Equitable February 2009 - October 2011
a Journey for 9/11 May 2008 - September 2008
AXA Equitable Life Ins Co August 2005 - March 2008
AXA Equitable February 2002 - August 2005
AXA Equitable January 1999 - February 2002
AXA Equitable January 1998 - January 1999
Skills
Microsoft Office, Social Networking, Customer Satisfaction, Customer Retention, Corporate Events, Event Planning, Event Management, Sports Marketing, P&L Management, Compliance, Marketing Communications, Internal Communications, Civic Engagement, Business Planning, Recruiting, Management, Budgets, Team Building, Project Management
Education
University of Phoenix 2002 — 2005
BS, Business Management
University of Phoenix 2002 — 2005
BS, Marketing
Art Institute of Fort Lauderdale 1991 — 1993
AA, Music and Video
Luke Financial Company April 2002 - Present
Principal Financial Group 2004 - 2006
Principal Financial Group 2004 - 2006
Principal Financial Group 2004 - 2006
Lucas Group February 1991 - March 2002
PwC 1983 - 1990
Price Waterhouse Coopers 1987 - 1989
Whittlesey & Hadley, PC May 1983 - May 1986
Education
Baylor University - Hankamer School of Business 1986 — 1988
Antioch University
Central Connecticut State University
MassMutual August 2010 - Present
Principal Financial Group June 2009 - August 2010
All Saints Episcopal Day School August 2006 - May 2009
Notre Dame Preparatory June 2005 - June 2006
Roosevelt School District July 2002 - June 2005
Skills
Advisory services, Estate Strategies, Employee Benefits, Executive Compensation, Business Continuation..., Comprehensive Wealth..., Asset Accumulation..., Long Term Care, Whole Life Insurance, Term Life Insurance, Disability Income..., College Savings Plans, Disability Insurance, Financial Services, Long-term Care, Retirement
Education
Arizona State University, W. P. Carey School of Business 2006 — 2008
MBA
Arizona State University 2002 — 2004
M.Ed, Curriculum and Instruction
The Ohio State University 1998 — 2002
BA, Geography, Political Science
Healthx June 2013 - Present
Healthx January 2010 - June 2013
Healthx December 2007 - December 2011
Principal Financial Group 2004 - 2007
J.F. Molloy & Associates (TPA) June 1994 - December 2003
Golden Rule Insurance March 1992 - April 1993
AmeriTrust 1974 - 1991
Skills
Health Insurance, Employee Benefits, Healthcare, Account Management, Insurance, Recruiting, Sales Process, Managed Care, Human Resources, Leadership, Process Improvement, Benefits Administration, Strategic Planning, Vendor Management, Team Building, Sales, Executive Management, Strategy, Management, Business Development, Salesforce.com, New Business Development, Selling, Strategic Partnerships, Customer Service, Start-ups, Product Development, SaaS, Contract Negotiation, CRM, Sales Management, Customer Satisfaction, Solution Selling, Business Analysis, Program Management, Business Planning, Cross-functional Team..., Product Management, Call Centers, Operations Management, Enterprise Software, Training
Education
Baldwin Wallace University 1972 — 1976
B.A., Business Management and Spanish
SilkRoad December 2012 - Present
SilkRoad technology April 2010 - December 2012
SilkRoad technology February 2008 - March 2010
SilkRoad technology October 2006 - January 2008
Lifestyle Fitness Equipment December 2005 - May 2006
Superior Fitness Systems June 2001 - November 2005
Interface Aviation July 1999 - June 2001
Continental Airlines January 1995 - June 1999
Leisure Air April 1994 - September 1994
Principal Financial Group October 1990 - December 1993
Skills
Sales, Contract Negotiation, Management, System Administration, Leadership, Cold Calling, Account Management, Sales Process, Recruiting, New Business Development, Sales Management, Business Development
Education
High Point University 1985 — 1990
B.S., Business Administration/Economics
Appalachian State University 1982 — 1984
Parkland Sr. High 1980 — 1982
Principal Financial Group July 2015 - Present
MetLife July 2014 - July 2015
SI Employee Benefits January 2006 - March 2014
NewLevel Benefits January 2003 - January 2006
MetLife March 2002 - October 2002
Skills
Employee Benefits, Health Insurance, New Business Development, Negotiation, Small Business, Public Speaking, Marketing, Process Improvement, Strategic Planning, Underwriting, Life Insurance, Disability Insurance, Self-funded, Dental Insurance, Entrepreneurship, Business Strategy, Health Savings Accounts
Education
Arizona State University 1999 — 2001
Bachelor's Degree, Business/Communication
Raymond James - located in Home Federal Bank June 2009 - Present
Etrheim Financial Planning September 2003 - June 2009
Capital Retention, Inc. September 2001 - November 2003
Principal Financial Group April 2001 - September 2003
Sioux Falls Skyforce May 1992 - April 2001
Skills
Estate Planning, Investments, Insurance, IRAs, Retirement Planning, Wealth Accumulation, Disability Insurance, Long-term Care, Series 7, Strategic Financial..., 401k Rollovers, 401k, Life Insurance, Investment Advisory, Health Insurance, Term Life Insurance, Wealth Management..., Wealth Management
Education
Augustana College (SD) 1988 — 1992
B.A.
Moneywise Wealth Management August 2015 - Present
Principal Financial Group August 2015 - August 2015
Ryder System, Inc. February 2013 - July 2015
Road Machinery, LLC August 2012 - February 2013
Penske Truck Leasing January 2010 - August 2012
Penske Truck Leasing June 2004 - December 2010
Centech Group February 2003 - October 2003
General Dynamics May 2002 - February 2003
Skills
401k, 403 b, SEP IRA, Simple IRA, Fixed Annuities, Variable Annuities, Asset Allocation, Business Continuation..., Business Overhead..., Buy-sell Agreements, Charitable Giving, College Funding..., Deferred Compensation..., Dental Insurance, Disability Income..., Estate Planning, Executive Benefit..., Income Protection, Roth IRA, Traditional IRA, Key Person Insurance, Long Term Care Insurance, Mutual Funds, Retirement Planning, Salary Continuation, Series 63, Split Dollar Plans, Supplemental Retirement..., Survivor Income, Tax-Deferred Savings, Term Life Insurance, Universal Life Insurance, Employee Wellness..., Wealth Accumulation, Whole Life Insurance
Education
University of Phoenix 2002 — 2004
BS, Business Management
Antelope Valley College 1998 — 2002
AS, Physical Sciences
Medxcel Facilities Management March 2015 - Present
The Play Connection August 2013 - Present
It Works Global August 2013 - July 2015
Medxcel February 2014 - March 2015
Principal Financial Group June 2008 - March 2013
Principal Financial Group June 1997 - June 2008
J.F. Molloy and Associates 1997 - 2004
Skills
Health Insurance, Negotiation, Reporting & Analysis, Problem Solving, Excel, Access, Managerial Experience, Project Planning, Project Implementation, Project Coordination, Project Execution, Financial Reporting, Grant Writing, Training, Microsoft Excel, Management, Human Resources, PowerPoint, Employee Benefits, Team Building, Process Improvement, Sales, Strategic Planning, Time Management, Project Management, Leadership
Education
Ball State University 1987 — 1991
Bachelors of Science, Geography
WellDyne, Inc. January 2014 - Present
Partners Rx Management, LLC November 2004 - December 2013
Greater Phoenix Association of Health Underwriters 2006 - 2011
Agency Resource Group 2004 - 2010
Aerotech Laboratories January 2001 - July 2004
Rogers Benefits Group September 1999 - January 2001
Principal Financial Group July 1990 - September 1999
Skills
Managed Care, Insurance, Health Insurance, Medicare Part D, Employee Benefits, Underwriting, Disability Insurance, Health Policy, Management, Self-funded, Medicare, Health Savings Accounts, Sales, Brokers, Healthcare, Pharmacy Benefit..., Health Care Reform, Term Life Insurance, COBRA, Long-term Care, Life Insurance, Healthcare Industry, Group Medical, Disease Management, PPO, Workers Compensation, Group Insurance, HMO, Voluntary Employee..., 401k, Medicaid, Claim, Strategic Planning, Account Management, Benefits Administration, Leadership, Team Building, Sales Management
Education
Arizona State University 1993 — 1996
University of Colorado Colorado Springs
Principal Financial Group June 2015 - August 2015
Edward Jones Investments December 2014 - June 2015
US Navy, NSWG1 September 2012 - December 2014
US Navy September 2006 - September 2012
US Navy January 2000 - September 2006
Skills
401(k), 403(b), SEP &..., Annuities (Variable &..., Asset Allocation, Business Continuation..., Buy-Sell Reviews /..., College Funding..., Disability Income..., Estate Planning, IRAs (Traditional &..., Long-Term Care Insurance, Mutual Funds, Pension Plans, Retirement Planning, Tax-Differed Savings, Term Life Insurance, Universal Life Insurance, Whole Life Insurance
Education
University of Southern California 2015 — 2016
Master’s Degree, Master of Business for Veterans
University of California, San Diego Extension 2014 — 2014
Black Belt Certificate, Lean Six Sigma
Azusa Pacific University 2007 — 2008
M.A., Organizational Leadership
California State University-Monterey Bay 2000 — 2002
B.S., Telecommunications
Fidelity Investments Life Insurance Co May 2004 - Present
Coordinated Planning Services, Inc. December 1994 - March 2002
Vantage Financial Group March 1992 - December 1994
State Life Insurance Company October 1986 - April 1989
Principal Financial Group January 1985 - October 1986
Maccabees Mutual Life Insurance Co October 1980 - May 1984
Skills
Fixed Annuities, Retirement Planning, Insurance, Estate Planning, Wealth Management, Retirement, Strategic Financial..., Variable Annuities, Disability Insurance, Sales Management, Financial Planners, Series 7, Investments, Public Speaking, Complex Solutions, Retirement Income..., Annuities, Wealth Transfer, Series 63, Business, Wealth, External Wholesaling, Business Continuation, Wholesaling, Succession Planning, Product Development, Annuity, Insurance Planning, Retirement Solutions, Retirement Services, Charitable Giving, Financial Planning
Education
Baldwin Wallace University 1989 — 1993
Business/Psychology
Olivet Nazarene University 1967 — 1969
Birmingham Seaholm
John Deere Financial July 2007 - Present
Principal Financial Group February 2005 - July 2007
Citi July 2004 - February 2005
Principal Financial Group September 1999 - July 2004
Siemens April 1999 - September 1999
Skills
Java, DB2, Oracle, Requirements Analysis, Visio, Business Analysis, Software Development, SharePoint, Databases, Vendor Management, Software Design, Software Project..., Software Documentation, Software Installation, System Architecture, Microsoft Office, Software Quality..., RESTful WebServices, Test Driven Development, Agile & Waterfall...
Education
Baker College of Clinton Township 2002 — 2004
Bachelor of Science (BS), Computer and Information Systems Security/Information Assurance
Southwestern Community College Creston Iowa 1998 — 1999
Associate of Science (AS), Computer Programming
Principal Financial Group July 2015 - Present
Aon Hewitt July 2011 - July 2015
Aon Hewitt October 2007 - July 2011
Alfa Insurance June 2006 - August 2006
Skills
Project Management, Analysis, Data Analysis, Business Analysis, Process Improvement
Education
Auburn University 2003 — 2007
Bachelor's Degree, Applied Mathematics
Randolph School
Wells Fargo March 2015 - Present
Principal Financial Group May 2007 - March 2015
Wells Fargo July 2005 - May 2007
Hewlett-Packard August 1999 - July 2005
Skills
SharePoint, Disaster Recovery, Vendor Management, Business Analysis, Troubleshooting, SDLC, Software Documentation, Visio, Information Technology, Active Directory, Windows Server, Microsoft Exchange, Windows XP Pro, Microsoft Deployment..., Good for Enterprise, Good Dynamics, AirWatch – Enterprise..., Macintosh OSX, iOS/Android device..., Planning and developing..., Understanding data..., Problem Solving, Troub, Customer Service, Windows XP/7/8.1/RT, MDT
Education
Art Institute of Colorado 1998 — 1999
Indiana University South Bend 1994 — 1996
Capstone Financial Group January 2009 - Present
Davis, Likis, Ingram & Tucker Financial January 2005 - December 2008
Principal Financial Group October 2002 - December 2005
Ingram Equipment, Inc. April 1986 - June 2002
Colony Men's Shop January 1983 - December 1985
Ingram Equipment, Inc. January 1978 - December 1985
Skills
401(k), 403(b), SEP IRA, Simple IRA, IRAs, Roth IRA, Financial Analysis, Estate Planning, Fixed Annuities, Variable Annuities, Business Continuity..., Business Valuation, Buy-sell Agreements, Business Overhead..., Executive Benefit..., Key Person Insurance, Non-Qualified Deferred..., Group Benefit Plans, Disability Insurance, Life Insurance, Long Term Care Insurance, Mutual Funds, Retirement Planning, Wealth Accumulation
Education
Auburn University 1981 — 1986
Bachelors, Business Administration
W.A. Berry High School (Hoover, AL) 1978 — 1980
KeyBank Real Estate Capital December 2010 - Present
State Street Bank and Trust August 2005 - December 2010
Bank Midwest August 2003 - August 2005
Principal Financial Group May 2001 - August 2003
Skills
Financial Analysis, Banking, Team Building, Finance, Coaching, Budgets, Process Improvement, Risk Management, Credit, Portfolio Management, Commerical Real Estate
Education
Baker University 2005 — 2008
Master of Business Administration (MBA), Business Management/ Finance, 3.9 GPA
Missouri Western State University 2001 — 2003
Finance, Business Management and Finance
North Central Missouri College
Associates
Guggenheim Life and Annuity Company May 2015 - Present
Principal Financial Group October 2009 - May 2015
Bankers Life and Casualty February 2008 - October 2009
Maxim Healthcare Services May 2005 - January 2008
Skills
Agribusiness, Business Owner Planning, Insurance, Long-term Care, Estate Planning, Life Insurance, Health Insurance, 401k, Financial Analysis, Business Valuation, Buy-sell Agreements, Employee Benefits, Retirement Planning, Account Management, Medicare, Investments, Non-Qualified Deferred..., Budgets, Disability Insurance, Fixed Annuities, Strategic Planning, Sales Management, Mutual Funds, Multi-generational..., Variable Annuities, 401k Rollovers, Rollovers, IRAs, Roth IRA, College Savings Plans, Long Term Care Insurance, Strategic Financial..., Finance, Retirement, Term Life Insurance, Series 63
Education
Ball State University 1999 — 2003
Bachelors, Sport Administration, Marketing, Foundations of Business
Informatica July 2014 - Present
Accenture March 2013 - July 2014
Principal Financial Group January 2001 - February 2013
Everest Consulting Group September 1998 - December 2000
Skills
DB2, SQL, SQL Server, Java, Informatica, Oracle, Unix Shell Scripting, Microsoft SQL Server, Data Governance, Business Intelligence, Toad, Netezza, InfoSphere, Data Warehousing, Data Modeling, Database Design, ETL, SDLC, Business Objects, Enterprise Architecture, Erwin, Requirements Gathering, SSIS, Data Warehouse...
Education
Bangalore University 1986 — 1990
Bachelor's degree, Electronics Engineering
St. Joseph Convent School, Srikakulam 1976 — 1984
JobGiraffe (formerly Paige Personnel Services) November 1993 - Present
Premier Designs August 2011 - Present
ITRegulators, Inc. April 2012 - April 2013
Third Party Administrators 1992 - 1993
Principal Financial Group February 1990 - July 1992
Skills
Sales, Customer Service, Recruiting, Accounting, Insurance, Management, Marketing Communications, Business Development, Marketing, Team Building, New Business Development, Coaching, Direct Sales, Customer Satisfaction, Public Speaking, Salesforce.com, Leadership, Strategy, Selling, Human Resources, Social Media Marketing, Budgets, Interviews, Sales Management, Time Management, Training, Account Management, Networking, Analysis, Temporary Placement, Social Networking, Contract Negotiation
Education
Aurora University 1990 — 1992
Political Science
Romeoville High School 1985 — 1989
Avalara June 2015 - Present
EZtax, Inc. November 2014 - May 2015
Northwestern Mutual June 2013 - March 2014
Celebration Lutheran Church Ministries 2006 - 2009
Thrivent Financial for Lutherans 1993 - August 1995
Thrivent Financial for Lutherans June 1991 - 1993
Principal Financial Group June 1990 - August 1990
Skills
Mastered use of..., Ability to understand..., A love for people and a..., A strong sense of..., Budgets
Education
Ball State University 1987 — 1991
Bachelor of Science (BS), Actuarial Science
Principal Financial Group April 2012 - Present
Midco Sports Network 2012 - 2014
SIGNARAMA November 2011 - April 2012
Charlotte Bobcats October 2010 - October 2011
Sioux Falls Pheasants April 2010 - September 2010
Augustana College (SD) August 2009 - May 2010
Youth Enrichment Services June 2009 - September 2009
Champps May 2009 - September 2009
Sioux Falls Storm (Indoor Football League) January 2009 - August 2009
Sunset Ridge Country Club June 2005 - August 2008
Skills
Ticket Sales, Sports Management, Customer Service
Education
Augustana University (SD) 2006 — 2010
Bachelor of Arts, Sports Management, Accounting
Lockton Companies February 2011 - Present
Principal Financial Group September 2005 - February 2011
COMP CONSULTING, LLC 1993 - 2000
Skills
401k, ERISA, Retirement, Executive Pay, Pensions, Series 63, Retirement Planning, Series 7, Disability Insurance, Employee Benefits
Education
Arizona State University 1976 — 1978
Bachelor of Science (B.S.), Industrial Engineering
Impact Financial Systems Inc. October 2014 - Present
Principal Financial Group May 2014 - September 2014
Willow Creek Golf Course April 2013 - June 2014
Wine to Water December 2013 - May 2014
Music Allies May 2013 - July 2013
Skills
Management, Social Media, Customer Service, Community Outreach, Research, Newsletters, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Leadership, Marketing, Finance
Education
Appalachian State University 2010 — 2014
Bachelor of Science (B.S.), Business Management
Sprenger Health Care Systems 2010 - Present
PartsSource Inc. 2009 - 2010
Principal Financial Group 2007 - 2009
Oswald Companies 2007 - 2007
Ameriprise Financial Services, Inc. 2005 - 2007
Skills
Leadership, Business Development, Finance, Team Building, Customer Service, Hospitals, Public Speaking, Process Improvement, Strategic Planning, Management, Strategic Financial..., Event Planning, Healthcare
Education
Case Western Reserve University
Lean Six Sigma Green Belt Certification
Baldwin-Wallace College
MBA, International Management
Ohio Northern University
BSBA, Accounting
Family Wealth Partners December 2011 - Present
Principal Financial Group September 2011 - December 2011
Wachovia, A Wells Fargo Company October 2008 - May 2011
US Army July 2004 - July 2008
Skills
Retirement Solutions, Insurance, Wealth Management, Investment Strategies, Strategic Financial..., Retirement, Finance, Retirement Planning, Mutual Funds, Leadership, Financial Planning, Financial Services, Investments, Life Insurance, Financial Advisory, Estate Planning, Asset Allocation
Education
Appalachian State University
University of Kentucky
Principal Financial Group June 2004 - Present
University of Phoenix Online August 2003 - May 2004
Evans Tire 2001 - 2003
Skills
Disability Insurance, Employee Benefits, Health Insurance, Insurance, Life Insurance, Benefits Administration, COBRA, Sales, Dentistry, Workers Compensation, Brokers, Cold Calling, Health Savings Accounts, 401k, Fixed Annuities, Term Life Insurance, Underwriting, Group Insurance, Long-term Care, Retirement, Long Term Care Insurance, Whole Life, Critical Illness, Accident, Health Care Reform, Medicare
Education
Arizona State University 1997 — 2001
St. Mary's College 1999 — 1999
Anthem, Inc. January 2012 - Present
Aegion November 2011 - January 2012
AdamsGabbert January 2011 - November 2011
Aspect Software October 2010 - December 2010
Savvis May 2010 - August 2010
PracticeMatchLT October 2009 - May 2010
Monsanto January 2008 - June 2009
fig May 2007 - November 2007
SSM Rehab June 2002 - April 2007
Principal Financial Group February 1997 - February 2002
Skills
Sourcing, Human Resources, Talent Acquisition, Applicant Tracking..., Recruiting, Employee Relations, Onboarding, Technical Recruiting, Talent Management, College Recruiting, Employee Benefits, Performance Management, HRIS, PeopleSoft, Personnel Management, Succession Planning, Training, Benefits Administration, Leadership, HR Policies, Change Management, Deferred Compensation, Employee Training, Management, Hiring, Business Development, Interviews
Education
Elwood Community High School 1970 — 2017
Ball State University 1983 — 1987
University of Evansville 1981 — 1983
Principal Financial Group 2011 - Present
Wells Fargo January 2010 - 2011
Wachovia Securities Financial Network May 2007 - August 2007
Education
Appalachian State University 2004 — 2008
Finance and Banking
Principal Financial Group March 2011 - Present
Education
Babson College
MBA, Entrepreneurship and Finance
Santa María University
Federated Life Insurance Company August 2010 - Present
Society of Actuaries June 1995 - Present
Unum May 2008 - July 2010
Milliman 2006 - 2008
Principal Financial Group 1997 - 2006
Assurant Employee Benefits 1995 - 1997
Securian Financial Group 1986 - 1995
Skills
Actuarial Science, Insurance, Product Development, Reinsurance, Life Insurance, Health Insurance, Underwriting, Disability Insurance, Risk Modeling, Economic Capital, Actuaries, ALM, Enterprise Risk..., Financial Risk, Valuation
Education
Augustana University (SD) 1981 — 1985
BA, Math, Secondary Education
Windom Area High School 1978 — 1982
HS Diploma
MIT Brain and Cognitive Science Center December 2014 - Present
Massachusetts Institute of Technology (MIT) March 2014 - December 2014
Rapid7 August 2013 - February 2014
ALEX AND ANI May 2013 - September 2013
Dress for Success Boston February 2013 - May 2013
Assumption College August 2009 - May 2013
Fidelity Investments June 2012 - August 2012
Principal Financial Group January 2010 - June 2012
Tickets-for-Charity June 2011 - August 2011
Skills
Customer Service, Marketing, Sales, Facebook, Event Planning, PowerPoint, Social Media, Student Affairs, Microsoft Office, Research, Microsoft Excel, Microsoft Word, Outlook, Social Networking, Time Management, Vulnerability Management, Positive Can-do Attitude, Leadership, Penetration Testing, Positive Energy, Maintaining A Positive...
Education
Assumption College 2009 — 2013
Bachelor of Arts (BA), Organizational Communication, Senior
Northeastern University
Master’s Degree, Higher Education/Higher Education Administration
AlwaysCare Benefits March 2011 - Present
The Standard March 2008 - March 2011
ADP June 2007 - March 2008
Principal Financial Group April 2003 - August 2006
Skills
Employee Benefits, Disability Insurance, Management, Sales, Selling, Negotiation, Customer Service, Dentistry, Health Insurance, Health Savings Accounts, Time Management, Life Insurance, Term Life Insurance, Insurance, Accident
Education
Texas Tech University 1998 — 2001
Arizona State University 1996 — 1997
East Aurora D131 August 2013 - Present
Sycamore Community Schools August 2012 - May 2013
Principal Financial Group April 2002 - August 2012
lia sophia October 2009 - May 2012
West Aurora School District 129 2011 - 2012
Ben Gordon Center 2006 - 2009
Loyola University Chicago 1999 - 2001
Skills
Disability Insurance, Health Insurance, Customer Service, Event Planning, Microsoft Office, Benefits Administration, Microsoft Excel, PowerPoint, Microsoft Word, Public Speaking, Insurance, Case Managment, Community Outreach, Research, Process Improvement, Leadership Development, Healthcare, Social Services
Education
Aurora University 2010 — 2012
Type 73 Certificate, School Social Work
Aurora University 2002 — 2005
MSW, Social Work
Loyola University Chicago 1998 — 2001
B.S., Psychology
Principal Financial Group July 2010 - Present
DentaLine October 2006 - July 2010
NorthPoint Domain May 2008 - December 2009
Caremark January 1985 - July 2006
PCS Health Systems January 1988 - February 1995
PCS Health Systems January 1986 - February 1988
Skills
Sales Operations, Incentive Programs, Budgets, Management, Metrics, Cross-functional Team..., Sales, Leadership, Account Management, Strategic Planning, Strategy, Marketing, New Business Development, Human Resources, Customer Service, Healthcare, Contract Negotiation, Mergers & Acquisitions, Process Improvement, CRM, Vendor Management, Employee Benefits, Insurance, Managed Care, Change Management, Team Building, Business Development, Business Planning, Business Analysis, Selling, Team Leadership, Analysis, Proposal Writing, Business Strategy, Forecasting, Competitive Analysis, Analytics, Training, Salesforce.com, Business Process..., Market Research, Risk Management, Program Management, Data Analysis, Management Consulting, Customer Retention, Marketing Strategy
Education
Thunderbird School of Global Management 1983 — 1984
MBA, International Management
Arizona State University 1977 — 1981
BS, Business Administration
University of Pittsburgh September 2014 - Present
University of Pittsburgh July 2007 - August 2014
principal financial group 1998 - 1999
federated investors 1996 - 1999
mellon bank 1992 - 1996
federated investors 1992 - 1996
Skills
Retirement, Event Planning, Public Speaking, Fundraising, Customer Service, Project Management, Social Media, Microsoft Office, Event Management, Strategic Planning, Program Management, Leadership, Public Relations, Process Improvement, Team Leadership, Human Resources, Management, Marketing, Marketing Communications, Coaching
Education
Baldwin Wallace University 1987 — 1991
Fidelity & Guaranty Life March 2008 - Present
Principal Financial Group January 1995 - March 2008
Pioneer Hi-Bred 1988 - 1995
Skills
Business Intelligence
Education
Arizona State University 1986 — 1988
B.S, Computer Information Systems
Iowa State University
Berkley Technology Services January 2013 - Present
Rain and Hail Insurance July 2011 - January 2013
Marsh November 2007 - August 2011
Principal Financial Group December 2006 - 2007
ITAGroup January 2004 - December 2006
Sands Mortgage June 2003 - November 2003
Skills
Financial Reporting, Insurance, Risk Management, Accounting, Process Improvement, Access, Business Analysis, Financial Analysis, Finance, Analysis, Budgets
Education
Augustana College (SD) 1999 — 2003
Bachelor of Arts (B.A.), Accounting and Business/Management
Jack's Crib 2013 - Present
High Country Executive Search June 2012 - April 2013
Contract Recruiter June 2011 - June 2012
Robert Half International September 2010 - June 2011
Talent Bridge & Bradford Management Group Inc November 2007 - August 2010
Principal Financial Group February 2007 - October 2007
Maersk Line 2006 - 2007
James Hardie Building Products 2003 - 2005
Skills
Account Management, Accounting
Education
Appalachian State University 1997 — 2001
Bachelor of Science, Communications; Public Relations
Principal Financial Group February 2015 - Present
Nationwide Insurance October 2011 - June 2015
Aviva Investors North America 2008 - 2011
Skills
Business Analysis, Requirements Analysis, Requirements Gathering, SDLC, Visio
Education
Indian Hills Community College 1988 — 1989
Ashford University
Bachelor of Arts (BA), Economics, A
Tri-State Generation & Transmission Association, Inc. June 2013 - Present
Aviva USA September 2012 - May 2013
ING January 1997 - June 2012
Principal Financial Group 1991 - 1997
Meredith 1989 - 1991
Citibank 1985 - 1989
Skills
Unix, SQL, Microsoft SQL Server, Solaris, XML, DB2, Oracle, AIX, JCL, COBOL, CICS, PL/SQL
Education
Augustana College (SD) 1984 — 1986
Computer Science
Dordt College 1979 — 1984
BS Mechanical Engineering
Principal Financial Group
Skills
Insurance, Employee Benefits, Outlook, Customer Service, Life Insurance, Coaching, 401k, Marketing, Training, Process Improvement, Health Insurance, Strategic Planning, Team Building, Leadership, Microsoft Office, Recruiting, Disability Insurance, Management
Education
Arizona State University 1978 — 1980
PNC Investments November 2013 - Present
PNC January 2013 - November 2013
The Hartford August 2011 - January 2013
AXA Advisors February 2011 - August 2011
Principal Financial Group February 2007 - January 2011
Skills
Series 7, Series 63, Retirement, Life Insurance, Investments, Wealth Management, Insurance, Long-term Care, Estate Planning, Recruiting, Succession Planning, Sales Management, Series 24, Retirement Planning, Disability Insurance, Financial Services, Securities, FINRA, Series 65, Life
Education
Thomas M. Cooley Law School 1993 — 1996
Doctor of Law (J.D.)
Aquinas College 1989 — 1993
United Concordia July 2008 - Present
Principal Financial Group October 2006 - June 2008
Education
Arizona State University 2001 — 2005
Prometheus Laboratories May 2011 - Present
TAP/Takeda Pharmaceuticals February 2003 - August 2010
Principal Financial Group October 2000 - February 2003
Harrington Bank October 1999 - October 2000
RBC Centura July 1997 - October 1999
GMAC Insurance September 1992 - July 1997
Skills
Territory, Cardiology, Sales Operations, Gastroenterology, Competitive Analysis, Sales Management, Sales, Pulmonology, Pharmaceutical Sales, Product Development, Pharmaceutical Industry, Urology, Managed Care, Product Launch, Neurology, Sales Effectiveness, Sales Force Development, Diabetes, Internal Medicine, Medical Devices, Selling, Hospital Sales, Account Management, Team Building, Biotechnology, Healthcare, Sales Presentations, Selling Skills, Cross-functional Team..., Cold Calling, Sales Process
Education
University of North Carolina at Wilmington 2006 — 2008
Master, Business Administration
Appalachian State University 1987 — 1992
Bachelor of Science, Business Administration
Arbor Homes, LLC April 2015 - Present
Gregory & Appel Insurance October 2013 - February 2014
Business Distribution Solutions May 2011 - August 2013
Principal Financial Group January 2003 - May 2011
Skills
Health Insurance, Insurance, Employee Benefits, Term Life Insurance, Life Insurance, Underwriting
Education
Ball State University 1996 — 2000
B.S.
Sheridan High School 1993 — 1996
Berkadia Commercial Mortgage June 2014 - Present
keystone February 2007 - June 2014
GMAC/ Phoenix February 2001 - June 2006
NorthMarq August 1993 - February 2001
NorthMarq February 1986 - October 1989
Norwest Mortgage November 1980 - September 1985
Principal Financial group October 1976 - January 1980
Skills
Loans, Commercial Lending, Commercial Mortgages, Leadership, Banking
Education
Arizona State University 1990 — 1993
Master of Science (M.S.), Agribusiness/Agricultural Business Operations
Iowa State University 1975 — 1976
Bachelor of Arts (B.A.), Economics
MassMutual Financial Group October 2014 - Present
The Standard October 2012 - September 2014
Fifth Third Bank October 2011 - October 2012
Principal Financial Group December 2003 - November 2010
MFS Investment Management 1994 - 2003
Skills
401k, 403b, DCIO, FINRA, Retirement, Profit Sharing, Pensions, Series 7, Series 63, Series 6, Life & Health Insurance..., ERISA, 403 b, Retirement Plan..., Defined Contribution, Qualified Retirement..., Mutual Funds, Defined Benefit, Asset Allocation
Education
Assumption College 1987 — 1991
BA, Business Management
Principal Financial Group
Skills
Strategic Financial..., IRAs, Retirement, 401k, Retirement Planning, Fixed Annuities, Series 63, Disability Insurance, Series 7, Asset Allocation, Pensions, Financial Services, Wealth Management, Series 6, Mutual Funds, Financial Planning, Investment Advisory, Insurance
Education
Auburn University 1979 — 1983
Bachelor of Science (BS)
Principal Financial Group May 1998 - Present
Small Fish Radio and Courier 12 Collective 2013 - Present
Lincoln Square Theatre 2002 - 2014
New York Life July 1989 - March 1998
Center Theatre, Chicago 1986 - 1989
Skills
Employee Benefits, Insurance, Event Planning, Acting, Retirement Planning, Public Speaking, Theatre, Music, Copywriting
Education
Augustana College 1977 — 1981
BA, Speech/Communication - Theatre Concentration
Buffalo Grove HS 1973 — 1977
YASH Technologies October 2007 - Present
DMW Design June 2002 - August 2004
4CS July 1996 - 2002
Principal Financial Group February 1998 - September 1999
IL Quad City Chamber of Commerce June 1995 - July 1996
EBS Public Relations June 1994 - June 1995
Skills
Marketing and..., Public and Analyst..., End to end advertising..., Strategic Planning, Marketing Strategy, Marketing Management, Database Marketing and..., Brand development,..., Marketing, Advertising, Campaign Management, Management, Interactive Marketing, Digital Marketing, Account Management, Business Development, Direct Marketing, Strategy, New Business Development, Corporate Communications, Public Relations, Leadership, Sales, Lead Generation, Demand Generation, CRM, Social Media, Event Management
Education
Augustana College 1990 — 1994
BA, English, Marketing and Comm. Minor
JP Morgan Chase Business Banking 2011 - Present
Accounting Management Solutions August 2009 - July 2011
Bank of America February 2005 - February 2009
Principal Financial Group 2001 - 2003
Christian Financial Group 1997 - 2001
Ernst & Young 1994 - 1997
Skills
Strategic Planning, Forecasting, Entrepreneurship, Operations Management, Financial Modeling, Healthcare, Mergers & Acquisitions, Management, Financial Analysis, Management Consulting, Managerial Finance, Finance, Strategy, Risk Management, Leadership, Business Development, Integrated Marketing, Financial Services, Banking, Process Improvement
Education
Harvard University 2009 — 2010
Business
Ball State University 1991 — 1992
Masters of Science, Information and Communication Sciences
Millikin University 1986 — 1990
Bachelor of Arts, Psychology
Glenbard South High School 1981 — 1985
Ditech, a Walter Company August 2009 - Present
Aviva plc July 2007 - June 2009
Principal Financial Group June 2006 - July 2007
Skills
Project Planning, Project Management, Product Development, Marketing Strategy, Social Media, Process Engineering, Process Improvement, Product Management, Change Management, Risk Management, Strategic Consulting, New Business Development, Loss Mitigation, Insurance, Account Management, SDLC, Business Analysis, SharePoint, Vendor Management
Education
Arizona State University
Bachelors of Science, Computer Science
Principal Financial Group November 2008 - Present
American Family Insurance September 2004 - November 2008
Education
Augustana University (SD) 1987 — 1989
BA, Elementary/Special Education
Huntington National Bank April 2014 - Present
Huntington National Bank July 2012 - Present
Newark April 2010 - July 2012
Principal Financial Group 2001 - 2003
Skills
Customer Service, Sales Operations, Account Management, Building Relationships, Sales Process, Sales Management, New Business Development, B2B, Strategic Planning, Marketing, Process Improvement, Customer Satisfaction, Direct Sales, Pricing, Sales, Selling, Team Building
Education
Ashland University 2006 — 2009
MBA, HR Mngt
Moody Bible Institute 1996 — 1999
BA, Pastoral Studies
High Point Bank January 2014 - Present
John Hancock December 2008 - December 2013
Principal Financial Group 1999 - 2008
Skills
401k, Retirement, Profit Sharing, Retirement Planning, Defined Benefit, Series 63, Mutual Funds, Series 6, Business Planning, Wholesale, Pensions, Investments, Series 7, Retirement Plan..., ERISA, Qualified Retirement..., Employee Benefits, Financial Advisory, Plan Design, Wholesaling, Series 65, Certified Financial...
Education
Appalachian State University 1991 — 1996
Bachelor of Science (B.S.), Political Science and Government
Queens University of Charlotte 2000 — 2001
Certified Financial Planner Program
Avis 2007 - Present
Principal Financial Group January 2005 - September 2007
Cognizant Technology Solutions 2002 - 2005
Education
Bangalore University 1998 — 2002
BS, Computer Science
Vantage Financial Group, Inc. September 2014 - Present
The Center for Health Affairs / CHAMPS Healthcare September 2013 - August 2014
ADP May 2011 - March 2012
Principal Financial Group November 2005 - May 2011
Skills
401k, Retirement, Retirement Planning, Mutual Funds, Employee Benefits, Series 7, Pensions, Asset Management, Asset Managment, Strategy, Insurance, Asset Allocation, Financial Services, Strategic Financial..., Life Insurance, Disability Insurance, Series 63, Project Planning
Education
Baldwin Wallace University 2007 — 2009
MBA, Management
Cleveland State University 1999 — 2002
Business, Finance
MBarairo and Associates December 2010 - Present
Regency Prime Properties January 2009 - December 2010
Reed Global Investments, LLC May 2005 - December 2007
Intero Real Estate Services 2004 - 2005
DFG July 1997 - December 2001
Sun Financial Group 1988 - 1997
Principal Financial Group April 1977 - May 1987
Bechtel Corporation September 1973 - March 1977
Skills
Investments, Short Sales
Education
Babson College
Executive Education
The American College
Chartered Financial Consultant, Financial Services
Principal Financial Group October 2005 - March 2012
The Healthcare Group, LLC February 2001 - October 2005
Select Specialty Hospital August 1998 - February 2001
Skills
Claims Re-pricing,..., Customer Service, Invoicing, Call Centers, Training, Sales, Outlook, Team Building, Hospitals, Accounting, Claim, Healthcare, Microsoft Office, Strategic Planning, Business Analysis, Employee Benefits
Education
Ball State University
Indiana State University
Dowling Catholic High School January 2002 - Present
Financial Partners Group June 2009 - Present
Principal Financial Group June 1992 - August 2001
Skills
Tutoring, Curriculum Design, Mathematics Education, Educational Technology, Lesson Planning, Classroom, Teacher Training, Educational Leadership, Public Speaking, Leadership, Algebra, Calculus, Microsoft Office, Smartboard, Coaching, Customer Service, Educational Consulting, Instructional Technology, Secondary Education, Technology Integration, PowerPoint, Microsoft Excel, Microsoft Word
Education
Kaplan University 2007 — 2008
Certificate, Financial Planning
Upper Iowa University 2000 — 2001
Certificate, Secondary Education and Teaching (Mathematics)
Ball State University 1991 — 1992
Master of Arts (M.A.), Actuarial Science
Purdue University 1986 — 1990
Bachelor of Science (B.S.), Interdisciplinary Math & Statistics
Paul Harding High School 1982 — 1986
Freshman Year through Senior Year
Saint Henry Catholic School 1978 — 1982
Fifth Grade through Eighth Grade
Saint Joseph Catholic School 1974 — 1978
First Grade through Fourth Grade
Emmaus Lutheran School 1973 — 1974
Kindergarten
Princor Financial Svc AgentMidland National Life Insurance Company2013 - 2014
Principal Financial Group May 2009 - December 2013
Weyerhaeuser 1989 - 2001
Skills
401k, Retirement Planning, Fixed Annuities, Retirement, Long-term Care, Insurance, Employee Benefits, IRAs, Investments, Disability Insurance, Life Insurance, Term Life Insurance
Education
University of South Alabama 1977 — 1978
Sociology/Psychology
University of South Alabama 1977 — 1978
Sociology, Psychology
Auburn University 1975 — 1977
James H. Faulkner State Jr. College 1973 — 1975
AA, Social Science
Horizon Professional Education, Inc. June 2008 - Present
Horizon Professional Education, Inc. June 1993 - Present
Principal Financial Group May 1987 - December 1992
Education
Appalachian State University 1982 — 1985
M.A., Adult Education
Cape Fear Community College 1979 — 1982
A.A.S., Business Administration, Paralegal
The Members Group June 2014 - Present
Casey's General Stores, Inc. November 2011 - June 2014
The Paper Corporation June 2011 - June 2013
Coventry Healthcare of Iowa August 2009 - June 2010
Principal Financial Group March 2001 - May 2010
Licensed In-Home Daycare 1999 - 2000
Polk County Medical Society 1996 - 1997
Garden Medical Clinic 1995 - 1996
Skills
Health Insurance
Education
University of Kansas Medical Center 1993 — 1994
Audiology
Kansas State University 1989 — 1992
Bachelor of Science, Speech Pathology & Audiology
Baker University 1988 — 1989
General
Henry Marine Service April 2010 - Present
Atlantic Marine May 2008 - March 2010
Principal Financial Group July 2007 - May 2008
Masterack, Division of Leggett & Platt May 1989 - July 2007
Education
Auburn University 1985 — 1989
Bachelors, Operations Management
Principal Financial Group November 2013 - Present
Heartland Bank May 2012 - September 2013
Heartland Bank January 2011 - May 2012
Skills
Qualified Retirement..., Series 6, Investment Education, 401k Rollovers, Banking, Deposits, Retail Banking, Cash Management, Customer Service, Microsoft Office, Microsoft Excel, Procedure Creation, Internet Banking, Mobile Banking, Problem Solving, Debit Cards, Online Business...
Education
Ashland University 2008 — 2010
Bachelor of the Arts, Business Administration
Clark State Community College 2006 — 2008
Global Supply & Logistics Ltd. April 2015 - Present
Basin Supply Corporation May 2010 - Present
Wilson Eurasia July 2008 - March 2010
Mitcham Industries June 2005 - July 2008
ROCTI, Inc. November 2003 - June 2005
Southwest Financial Group 1997 - 2003
Principal Financial Group August 1995 - February 1997
Amoco Production Company January 1992 - August 1995
Amoco Caspian Sea Petroleum Ltd. 1992 - 1993
Amoco Caspian Sea Petroleum Ltd. 1992 - 1993
Skills
Business Strategy, Strategic Planning, Project Management, Management, Change Management, Strategy, Supply Chain Management, Logistics, Operations Management, Management Consulting, Business Development, Business Analysis, Process Improvement, Analysis, Leadership, Start-ups, Supply Chain, Negotiation, Entrepreneurship, New Business Development, Business Planning, Oilfield, International Joint...
Education
University of Houston 1993 — 1995
Master of Business Administration (MBA), Finance, 3.5
Baku State University 1986 — 1992
Bachelor of Science (B.S.), Mathematics, 4.0
QuadMed LLC April 2013 - Present
Summit Health, Inc. June 2010 - April 2013
Principal Financial Group May 2005 - August 2006
Skills
Wellness, Health Education, Health Promotion, Wellness Coaching, Fitness, Nutrition, Nutritional Counseling, Nutrition Education, Personal Training, Exercise Physiology, Cpr Certified, Employee Wellness
Education
Ball State University 2002 — 2004
Master of Arts, Wellness Management
Morehead State University 2000 — 2002
Bachelor of Science, Dietetics
Humana March 2013 - Present
Humana May 2012 - March 2013
Humana January 2011 - May 2012
Humana February 2010 - January 2011
Humana November 2008 - February 2010
Humana January 2007 - November 2008
Principal Financial Group September 2002 - January 2007
Skills
Project Management, Business Process..., Team Building, Business Requirements, Solution Development, Technology Integration, User Acceptance Testing, User-centered Design, Building Relationships, Problem Solving, Organizational..., Requirements Analysis, Solution Implementation, Delivering Results, Issue Resolution, Strategic Thinking, Leadership, Cross-functional Team..., Thought Leadership, Situational Leadership, Budget Process, Agile & Waterfall..., Functional Requirements, Strategic Consulting, SDLC, Process Improvement, Integration, Program Management
Education
Ball State University - Center for Information and Communication Sciences 2001 — 2002
Master's degree, Information and Communication Sciences
Ball State University - College of Business 1996 — 2001
Bachelor's degree, Management Information Systems
PNC February 2008 - Present
Principal Financial Group 1998 - 2000
Education
B. M. S. College of Engineering 1989 — 1994
Principal Financial Group July 2011 - Present
Principal Financial Group February 2010 - June 2011
Principal Financial Group August 2008 - February 2010
Education
Ball State University
Bachelor of Science, Exercise Science / Sports Medicine
Colorado Springs Area November 2012 - Present
Principal Financial Group February 2007 - March 2012
Principal Financial Group May 2004 - February 2007
JF Molloy and Assoc August 2000 - May 2004
JF Molloy and Assoc September 1999 - August 2000
Disability Determination Bureau January 1995 - September 1999
Skills
Performance Management, Team Building, Budget Management, Insurance Claims, People Management, Microsoft Office, PeopleSoft, Customer Relations, Salary Administration, Employee Benefits, Human Resources, Insurance, Management, Health Insurance, Training, Customer Service, Leadership, Employee Relations, Account Management, Coaching, Operations Management
Education
Ball State University 1989 — 1993
Bachelor of Science
Principal Financial Group April 2010 - Present
Mercer March 2009 - April 2010
Standard Insurance Company November 1993 - November 2009
Skills
Employee Benefits, Disability Insurance, Insurance, Brokers, Account Management, Sales, Analysis, Underwriting, Benefits Administration, Life Insurance, Customer Service, Customer Retention, Marketing, Term Life Insurance, 401k
Education
Appalachian State University 1989 — 1993
BS Business, Management
Principal Financial Group August 2005 - February 2011
Principal Financial Group 2001 - July 2005
Education
University of North Carolina at Charlotte 1995 — 1997
Bachelor of Arts, Sociology
Appalachian State University 1992 — 1994
Genworth Financial January 2012 - Present
Genworth Financial March 1999 - Present
Employee Benefits Consultants Inc. April 1995 - March 1999
Principal Financial Group April 1990 - December 1995
McGriff, Seibels & Williams March 1985 - December 1990
Pilot Life Insurance Co. September 1980 - December 1985
Skills
Long Term Care Planing..., Employee Benefits from..., Life, Health, Disability, Long Term Care Insurance, Team Building, Sales Presentations, Fixed Annuities, Sales, Strategic Planning, Marketing, Training, Sales Management
Education
University of Alabama in Huntsville 1978 — 1980
Bachelor of Science (BS) Chemistry Minor, Business Administration and Management, General
Auburn University 1975 — 1977
Marketing
Transamerica June 2014 - Present
Transamerica Life Insurance Company July 2012 - September 2014
Principal Financial Group March 1999 - May 2012
Principal Financial Group June 1988 - March 1999
Principal Financial Group April 1979 - June 1988
Skills
Relationship Management, Asset Managment, Software Documentation, Call Center, Risk Management, Customer Service, Troubleshooting, Sales, Database Administration, Quality Assurance, Help Desk Support, Outlook
Education
Augustana College
Bachelors, Business Administration
Legal & General America September 2014 - Present
Principal Financial Group February 2011 - August 2014
Hooper Holmes, Inc. January 2002 - January 2011
Mutual of Omaha January 1982 - January 2002
Skills
Risk Management, Underwriting
Education
Auburn University
Bachelor of Science (BS), Business Administration
Principal Financial Group April 1986 - Present
Education
Aruora East High School
Aurora University
Security May 2008 - Present
Principal Financial Group August 2007 - April 2008
Polk Administration May 2005 - March 2007
Skills
Microsoft Office, Nonprofits, Customer Service, Strategic Planning, Event Planning, Change Management, Social Media, Microsoft Excel, Program Management, Event Management, Microsoft Word, Team Building
Education
University of Phoenix 2010 — 2012
Master of Science (MS), Administration of Justice and Security
Ashford University 2004 — 2006
Bachelor's Degree, Business Administration and Management, General, 3:17
Home May 2013 - Present
SCB Life Assurance PCL March 2011 - April 2013
Siam Commercial New York Life PCL January 2009 - February 2011
PTAJ Manulife Indonesia February 2006 - December 2008
PTAJ Manulife Indonesia October 2001 - January 2006
PTAJ Principal Indonesia January 1995 - September 2001
Principal Financial Group June 1987 - December 1994
Skills
Life Insurance, Pensions, Investments, Financial Management..., Sales Management, Operations Management, Customer Service, Actuarial Science, Mergers & Acquisitions, Retirement, Insurance, Finance, Business Planning, Reinsurance
Education
Fellow of the Society of Actuaries
Ball State University
Master of Arts (MA), Actuarial Science
Purdue University
Bachelor of Science (BS), Mathematics
Principal Financial Group January 2015 - Present
CBE Group December 2013 - January 2015
Education
Ashford University 2011 — 2013
Bachelor of Arts (BA), Business Administration - Major Finance - Minor
Indian Hills Community College 2009 — 2011
Associate of Arts (AA), General Studies