Principal Financial Group

Industry: Financial investment management company

Description

The 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

Employee
Years
Job
Industry
Shelby Dock, Shelby Dock, Anderson, Indiana Details
Shelby Dock,'s Principal Financial Group Experience May 2013 - July 2013
Job Account Management, Accountable Health Solutions, a subsidiary of Hooper Holmes
Industry Health, Wellness and Fitness
Experience
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

Bill MacManus Bill MacManus Dallas/Fort Worth Area Details
Bill MacManus's Principal Financial Group Experience December 2013 - March 2014
Job Retirement / Medicare Specialist
Industry Financial Services
Experience
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

Jerry Zinkula Jerry Zinkula Greater Chicago Area Details
Jerry Zinkula's Principal Financial Group Experience 1987 - 1992
Job Managing Director at Allstate Investments
Industry Investment Management
Experience
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

Leslie (Gray) Axsom, CHES Leslie (Gray) Axsom, CHES United States Details
Leslie (Gray) Axsom, CHES's Principal Financial Group Experience January 2012 - July 2013
Job Digital Strategist, Health Educator, Photographer and Animal Rescuer
Industry Health, Wellness and Fitness
Experience
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

Nick Vlasvich, CLU Nick Vlasvich, CLU Downers Grove, Illinois Details
Nick Vlasvich, CLU's Principal Financial Group Experience March 2014 - Present
Job Financial Services Representative at Principal Financial Group
Industry Financial Services
Experience
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

Shayla Kenworthy Shayla Kenworthy Indianapolis, Indiana Area Details
Shayla Kenworthy's Principal Financial Group Experience October 2005 - June 2008
Job Communications Strategist at Fishhook
Industry Public Relations and Communications
Experience
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

Vickie Pedersen Vickie Pedersen Phoenix, Arizona Area Details
Vickie Pedersen's Principal Financial Group Experience November 2006 - May 2009
Job Owner at Pedersen Group Brand Management
Industry Marketing and Advertising
Experience
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

Dennis Schmid Dennis Schmid Tempe, Arizona Details
Dennis Schmid's Principal Financial Group Experience 1998 - 2004
Job Business Development Specialist at LifeLock
Industry Consumer Services
Experience
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

Matthew Curtis Matthew Curtis Greater Minneapolis-St. Paul Area Details
Matthew Curtis's Principal Financial Group Experience August 2012 - April 2014
Job Regional Sales Manager Mid Atlantic Region at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Jeff Getting Jeff Getting Des Moines, Iowa Area Details
Jeff Getting's Principal Financial Group Experience May 2012 - November 2013
Job Investment Operations Specialist at Principal Global Investors
Industry Insurance
Experience
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

Larry Tantilla, AIF® Larry Tantilla, AIF® Downers Grove, Illinois Details
Larry Tantilla, AIF®'s Principal Financial Group Experience November 2003 - December 2007
Job Financial Advisor at Tantilla Financial Services
Industry Financial Services
Experience
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

Lisa Short Lisa Short Des Moines, Iowa Area Details
Lisa Short's Principal Financial Group Experience June 1994 - August 1996
Job Contract Administrator
Industry Hospital & Health Care
Experience
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

Bruce Towe Bruce Towe Pasadena, California Details
Bruce Towe's Principal Financial Group Experience July 1989 - March 1996
Job VP, Data Management at Bank of America
Industry Banking
Experience
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

John Warne John Warne Eugene, Oregon Area Details
John Warne's Principal Financial Group Experience 1986 - 1989
Job President at Bulk Handling Systems
Industry Renewables & Environment
Experience
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

Suzanne Shipley, PMP, Lean Six Sigma Black Belt Suzanne Shipley, PMP, Lean Six Sigma Black Belt Indianapolis, Indiana Area Details
Suzanne Shipley, PMP, Lean Six Sigma Black Belt's Principal Financial Group Experience December 2003 - October 2004
Job Operational Excellence Specialist at OneAmerica
Industry Financial Services
Experience
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

Joel Browner Joel Browner Scottsdale, Arizona Details
Joel Browner's Principal Financial Group Experience June 1997 - October 1998
Job Managing Member at Centurion Fund, LLC
Industry Accounting
Experience
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

Steve Wenham Steve Wenham West Des Moines, Iowa Details
Steve Wenham's Principal Financial Group Experience November 2008 - December 2011
Job Internal Wholesaler at Sammons Retirement Solutions
Industry Financial Services
Experience
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

Martha (Marty) Bjorklund Martha (Marty) Bjorklund Minneapolis, Minnesota Details
Martha (Marty) Bjorklund's Principal Financial Group Experience July 2012 - Present
Job Administrative Assistant II at Principal Financial Group
Industry Executive Office
Experience
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

Brandon Helms, CRPC®, AIF®, QPFC® Brandon Helms, CRPC®, AIF®, QPFC® Greensboro, North Carolina Details
Brandon Helms, CRPC®, AIF®, QPFC®'s Principal Financial Group Experience January 2008 - June 2009
Job Director, Retirement Readiness at Compass Financial Partners
Industry Financial Services
Experience
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

Lauren Panagiotis Lauren Panagiotis Greater Chicago Area Details
Lauren Panagiotis's Principal Financial Group Experience May 2007 - March 2009
Job Account Executive at Axion RMS, Ltd.
Industry Insurance
Experience
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

Gayle Coleman, CLF Gayle Coleman, CLF Charlotte, North Carolina Area Details
Gayle Coleman, CLF's Principal Financial Group Experience December 2003 - August 2006
Job Sr. Transition Consultant at MetLife
Industry Financial Services
Experience
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

Tammy Bradford Tammy Bradford Greater Nashville Area Details
Tammy Bradford's Principal Financial Group Experience November 2003 - March 2011
Job Design Consultant at Curtain Exchange and Director Special Spaces Music City
Industry Design
Experience
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

Brian Whitfield Brian Whitfield Hickory/Lenoir, North Carolina Area Details
Brian Whitfield's Principal Financial Group Experience July 2003 - July 2005
Job Grants and Planned Giving Coordinator at Appalachian Regional Healthcare System
Industry Hospital & Health Care
Experience
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

Cathy Zahn Cathy Zahn Fishers, Indiana Details
Cathy Zahn's Principal Financial Group Experience October 2004 - Present
Job Senior Marketing Rep. Principal Financial Group
Industry Financial Services
Experience
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

Cindy Kennedy (Horn) Cindy Kennedy (Horn) Cleveland, Ohio Details
Cindy Kennedy (Horn)'s Principal Financial Group Experience March 2014 - Present
Job Regional Director Investment Only Registered Representative at Principal Financial Group
Industry Financial Services
Experience
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

Russell Russ M. Miller, LLIF Russell Russ M. Miller, LLIF United States Details
Russell Russ M. Miller, LLIF's Principal Financial Group Experience January 1991 - December 1992
Job International Business Development Advisor
Industry International Trade and Development
Experience
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

William (Drew) Masci William (Drew) Masci Philadelphia, Pennsylvania Details
William (Drew) Masci's Principal Financial Group Experience July 2013 - June 2014
Job Senior Calc/Complex Associate at Prudential Financial
Industry Financial Services
Experience
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

Brian Hendrickson CPCU, ARM Brian Hendrickson CPCU, ARM Norwalk, Iowa Details
Brian Hendrickson CPCU, ARM's Principal Financial Group Experience June 1994 - April 2005
Job Corporate Risk Management Consultant at EMC Insurance Companies
Industry Insurance
Experience
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

Joi Johnson Joi Johnson Dallas/Fort Worth Area Details
Joi Johnson's Principal Financial Group Experience September 2007 - June 2010
Job Account Specialist, Data Integration at Viverae, Inc.
Industry Hospital & Health Care
Experience
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

Marc Savard Marc Savard Charlotte, North Carolina Area Details
Marc Savard's Principal Financial Group Experience May 2015 - Present
Job Financial Representative
Industry Financial Services
Experience
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

Al Chaves Al Chaves Phoenix, Arizona Area Details
Al Chaves's Principal Financial Group Experience December 2010 - July 2012
Job Systems Engineer at Electron International
Industry Aviation & Aerospace
Experience
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

Bryan Harper Bryan Harper Indianapolis, Indiana Area Details
Bryan Harper's Principal Financial Group Experience January 2004 - December 2011
Job at
Industry Financial Services
Experience
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

Trish Perry Trish Perry Des Moines, Iowa Area Details
Trish Perry's Principal Financial Group Experience November 1994 - December 1998
Job Change Readiness Consultant at Wells Fargo & Company, Retired
Industry Human Resources
Experience
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

Jay Cobak Jay Cobak Greater Boston Area Details
Jay Cobak's Principal Financial Group Experience December 2001 - September 2002
Job
Industry Financial Services
Experience
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

Doug Strahler Doug Strahler Raleigh-Durham, North Carolina Area Details
Doug Strahler's Principal Financial Group Experience November 2011 - Present
Job Senior Business Analyst at Fidelity Charitable
Industry Human Resources
Experience
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

Nan Gill Nan Gill Indianapolis, Indiana Area Details
Nan Gill's Principal Financial Group Experience January 2004 - February 2012
Job Vice President at Capstone Benefits Group
Industry Financial Services
Experience
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

Dwight R. Pierce, RICP ® Dwight R. Pierce, RICP ® Greater Boston Area Details
Dwight R. Pierce, RICP ®'s Principal Financial Group Experience January 2005 - Present
Job Regional Vice President Annuities & Mutual Funds
Industry Financial Services
Experience
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

Dardis Tim Dardis Tim Sioux Falls, South Dakota Area Details
Dardis Tim's Principal Financial Group Experience PresidentDardis Financial Strategies, LLCMarch 2005 - Present
Job President at Dardis Financial Strategies, LLC
Industry Financial Services
Experience
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

Lindsay Barnes Lindsay Barnes Phoenix, Arizona Area Details
Lindsay Barnes's Principal Financial Group Experience July 2007 - May 2009
Job Realtor at Realty Executives
Industry Real Estate
Experience
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

Monica Black Monica Black Dallas/Fort Worth Area Details
Monica Black's Principal Financial Group Experience January 2007 - April 2008
Job Specialty Benefits sales at UnitedHealthcare
Industry Insurance
Experience
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

Laura Wilkens Laura Wilkens Des Moines, Iowa Area Details
Laura Wilkens's Principal Financial Group Experience 1986 - 2001
Job Web, UX, IxD Design and Digital Marketing
Industry Design
Experience
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

Mandy Perro, CFP® Mandy Perro, CFP® Phoenix, Arizona Area Details
Mandy Perro, CFP®'s Principal Financial Group Experience October 2008 - February 2009
Job Senior Resource Specialist at U.S. Trust
Industry Financial Services
Experience
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

Todd Sink, CFP®, ChFC®, AIF®, CRPS® Todd Sink, CFP®, ChFC®, AIF®, CRPS® Tampa/St. Petersburg, Florida Area Details
Todd Sink, CFP®, ChFC®, AIF®, CRPS®'s Principal Financial Group Experience August 2007 - December 2013
Job Retirement Plan Consultant at Garnett Retirement Group
Industry Financial Services
Experience
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

Cailee Morris Cailee Morris Des Moines, Iowa Area Details
Cailee Morris's Principal Financial Group Experience June 2013 - Present
Job Leadership Development Program Associate at Principal Financial Group
Industry Human Resources
Experience
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

Korina Borowycz Korina Borowycz Ottumwa, Iowa Details
Korina Borowycz's Principal Financial Group Experience September 2013 - Present
Job Contract Web Developer at Principal Financial Group
Industry Internet
Experience
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

Ketan Trivedi Ketan Trivedi Des Moines, Iowa Area Details
Ketan Trivedi's Principal Financial Group Experience September 2012 - July 2014
Job Consultant
Industry Information Technology and Services
Experience
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

Sandy Delker-Holbert Sandy Delker-Holbert Sioux Falls, South Dakota Area Details
Sandy Delker-Holbert's Principal Financial Group Experience November 2008 - February 2013
Job President/Owner at The Sioux Falls Diamonds Fastpitch Softball Club
Industry Sports
Experience
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

Don Ingels Don Ingels Phoenix, Arizona Area Details
Don Ingels's Principal Financial Group Experience January 1993 - August 1993
Job Sr. Software Engineer at Marvell Semiconductor
Industry Semiconductors
Experience
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

Buzzy Owen Buzzy Owen Mobile, Alabama Area Details
Buzzy Owen's Principal Financial Group Experience February 2010 - December 2011
Job Business Consultant for Payroll Management Incorporated
Industry Financial Services
Experience
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

Doug Clermont, CFP®, CLU Doug Clermont, CFP®, CLU Greater Chicago Area Details
Doug Clermont, CFP®, CLU's Principal Financial Group Experience April 2011 - Present
Job Managing Director at Principal Financial Group
Industry Financial Services
Experience
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

Joseph Faler, CLU, ChFC Joseph Faler, CLU, ChFC Greater Grand Rapids, Michigan Area Details
Joseph Faler, CLU, ChFC's Principal Financial Group Experience January 1999 - October 2006
Job Steward at Crossroad Insurance Solutions, LLC
Industry Insurance
Experience
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

Franci Phelan Franci Phelan Washington, District Of Columbia Details
Franci Phelan's Principal Financial Group Experience 1999 - 2002
Job Chief Human Resources Officer (CHRO) at The John F. Kennedy Center for the Performing Arts
Industry Performing Arts
Experience
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

Michele J. DelSordo Michele J. DelSordo Tampa/St. Petersburg, Florida Area Details
Michele J. DelSordo's Principal Financial Group Experience June 2012 - Present
Job Operations Manager at Principal Financial Group
Industry Financial Services
Experience
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

Jonathan Mazur Jonathan Mazur Dallas/Fort Worth Area Details
Jonathan Mazur's Principal Financial Group Experience 2004 - 2006
Job President at Luke Financial Company
Industry Financial Services
Experience
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

Jonathan (J.D.) Archer Jonathan (J.D.) Archer Dublin, Ohio Details
Jonathan (J.D.) Archer's Principal Financial Group Experience June 2009 - August 2010
Job Financial Advisor at Skylight Financial Group | Advisory Services | Long Term Care | Comprehensive Wealth Management
Industry Financial Services
Experience
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

Dwight Klunzinger Dwight Klunzinger Indianapolis, Indiana Area Details
Dwight Klunzinger's Principal Financial Group Experience 2004 - 2007
Job Executive Vice President Client Solutions at Healthx
Industry Information Technology and Services
Experience
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

David A. Kimball 8k+ David A. Kimball 8k+ Winston Salem, North Carolina Details
David A. Kimball 8k+'s Principal Financial Group Experience October 1990 - December 1993
Job Dedicated Administrator at Silkroad technology, Inc.
Industry Information Technology and Services
Experience
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

Chad Baransky Chad Baransky Greater Seattle Area Details
Chad Baransky's Principal Financial Group Experience July 2015 - Present
Job Sr. Sales Representative at Principal Financial
Industry Insurance
Experience
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

John B. Etrheim John B. Etrheim Sioux Falls, South Dakota Area Details
John B. Etrheim's Principal Financial Group Experience April 2001 - September 2003
Job Financial Advisor
Industry Investment Management
Experience
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.

Justin Leland Justin Leland Bakersfield, California Area Details
Justin Leland's Principal Financial Group Experience August 2015 - August 2015
Job Financial Advisor
Industry Financial Services
Experience
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

Michelle Harrold Michelle Harrold Indianapolis, Indiana Area Details
Michelle Harrold's Principal Financial Group Experience June 2008 - March 2013
Job at
Industry Insurance
Experience
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

Jill Ratke Jill Ratke Phoenix, Arizona Area Details
Jill Ratke's Principal Financial Group Experience July 1990 - September 1999
Job Insurance professional providing innovative, customizable pharmacy benefit solutions for TPA's & self funded employers
Industry Pharmaceuticals
Experience
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

Juan Alberto Becerril Juan Alberto Becerril San Diego, California Details
Juan Alberto Becerril's Principal Financial Group Experience June 2015 - August 2015
Job Financial Advisor
Industry Financial Services
Experience
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

Martin Butch Walker Martin Butch Walker San Francisco Bay Area Details
Martin Butch Walker's Principal Financial Group Experience January 1985 - October 1986
Job Regional Vice President West at Fidelity Investments Life Insurance Co
Industry Insurance
Experience
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

Kopperud O Kopperud O Boise, Idaho Details
Kopperud O's Principal Financial Group Experience February 2005 - July 2007
Job IT Analyst at John Deere
Industry Machinery
Experience
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

Ashton Ellis Ashton Ellis Des Moines, Iowa Area Details
Ashton Ellis's Principal Financial Group Experience July 2015 - Present
Job Consulting Analyst at Principal Financial Group
Industry Financial Services
Experience
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

Jonathan Kort Jonathan Kort Des Moines, Iowa Area Details
Jonathan Kort's Principal Financial Group Experience May 2007 - March 2015
Job Business Systems Consultant at Wells Fargo
Industry Financial Services
Experience
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

Doug Ingram Doug Ingram Orange Beach, Alabama Details
Doug Ingram's Principal Financial Group Experience October 2002 - December 2005
Job President Capstone Financial Group
Industry Financial Services
Experience
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

Barnes, Joshua Barnes, Joshua Kansas City, Missouri Area Details
Barnes, Joshua's Principal Financial Group Experience May 2001 - August 2003
Job Commerical Treasury Sales Analyst
Industry Banking
Experience
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

Travis Scott Travis Scott Indianapolis, Indiana Area Details
Travis Scott's Principal Financial Group Experience October 2009 - May 2015
Job Annuity Sales Consultant at Guggenheim Life and Annuity Company
Industry Financial Services
Experience
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

Anil Woona Anil Woona Dallas/Fort Worth Area Details
Anil Woona's Principal Financial Group Experience January 2001 - February 2013
Job Technical Delivery Manager at Informatica
Industry Financial Services
Experience
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

Liza Farrell Liza Farrell Greater Chicago Area Details
Liza Farrell's Principal Financial Group Experience February 1990 - July 1992
Job Hiring? Need assistance with finding new employment opportunities? Utilize my experience today!
Industry Staffing and Recruiting
Experience
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

Karen Benz Karen Benz Overland Park, Kansas Details
Karen Benz's Principal Financial Group Experience June 1990 - August 1990
Job Tax Research Analyst at Avalara
Industry Computer Software
Experience
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

Jordan Dalton Jordan Dalton Sioux Falls, South Dakota Area Details
Jordan Dalton's Principal Financial Group Experience April 2012 - Present
Job Princor Registered RepresentativeFinancial Services Representative at Principal Financial Group
Industry Financial Services
Experience
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

C. Roland Grimes C. Roland Grimes Phoenix, Arizona Area Details
C. Roland Grimes's Principal Financial Group Experience September 2005 - February 2011
Job VP Executive Benefits Consultant
Industry Financial Services
Experience
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

Josh Hart Josh Hart Charlotte, North Carolina Details
Josh Hart's Principal Financial Group Experience May 2014 - September 2014
Job Business Analyst at Impact Financial Systems
Industry Financial Services
Experience
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

Aaron Fox Aaron Fox Cleveland/Akron, Ohio Area Details
Aaron Fox's Principal Financial Group Experience 2007 - 2009
Job Executive Director at Sprenger Health Care Systems
Industry Hospital & Health Care
Experience
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

Justin Sheik Justin Sheik Charlotte, North Carolina Details
Justin Sheik's Principal Financial Group Experience September 2011 - December 2011
Job Stewardship Coach at Family Wealth Partners
Industry Financial Services
Experience
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

Lindsay Williams Lindsay Williams Phoenix, Arizona Area Details
Lindsay Williams's Principal Financial Group Experience June 2004 - Present
Job Director of Sales, Principal Financial Group
Industry Insurance
Experience
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

Elisa Abner-Taschwer, SPHR Elisa Abner-Taschwer, SPHR Indianapolis, Indiana Details
Elisa Abner-Taschwer, SPHR's Principal Financial Group Experience February 1997 - February 2002
Job Sr Talent Acquisition Consultant at Anthem, Inc.
Industry Human Resources
Experience
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

Nick Elkins Nick Elkins Raleigh, North Carolina Details
Nick Elkins's Principal Financial Group Experience 2011 - Present
Job Principal Financial Group
Industry Financial Services
Experience
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

Gisela Lokpez Gisela Lokpez Miami/Fort Lauderdale Area Details
Gisela Lokpez's Principal Financial Group Experience March 2011 - Present
Job Financial Services Representative at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group   March 2011 - Present

Education
Babson College
MBA, Entrepreneurship and Finance

Santa María University

Scott Haglund Scott Haglund Owatonna, Minnesota Details
Scott Haglund's Principal Financial Group Experience 1997 - 2006
Job Vice President, Director of Actuarial Services Life & Health at Federated Life Insurance Company
Industry Insurance
Experience
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

Erin Kinback Erin Kinback Greater Boston Area Details
Erin Kinback's Principal Financial Group Experience January 2010 - June 2012
Job MCN Program Assistant at MIT Brain and Cognitive Science Center
Industry Higher Education
Experience
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

Andy Schoppert Andy Schoppert Dallas/Fort Worth Area Details
Andy Schoppert's Principal Financial Group Experience April 2003 - August 2006
Job Regional Sales Representative at AlwaysCare Benefits
Industry Insurance
Experience
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

Dana MacDonald Dana MacDonald Greater Chicago Area Details
Dana MacDonald's Principal Financial Group Experience April 2002 - August 2012
Job Certified School Social Worker East Aurora D131
Industry Individual & Family Services
Experience
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

Ginger Gossen Ginger Gossen Phoenix, Arizona Area Details
Ginger Gossen's Principal Financial Group Experience July 2010 - Present
Job Client Services Director at Principal Financial Group
Industry Insurance
Experience
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

Clayton Steup Clayton Steup Greater Pittsburgh Area Details
Clayton Steup's Principal Financial Group Experience 1998 - 1999
Job Assistant Director of Admissions at University of Pittsburgh School of Medicine
Industry Education Management
Experience
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

Adeel Rahman Adeel Rahman Baltimore, Maryland Area Details
Adeel Rahman's Principal Financial Group Experience January 1995 - March 2008
Job AVP, Financial Operations/Systems at Fidelity & Guaranty Life (formerly Old Mutual)
Industry Financial Services
Experience
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

Casey Heath Casey Heath Des Moines, Iowa Area Details
Casey Heath's Principal Financial Group Experience December 2006 - 2007
Job Financial Systems Analyst at Berkley Technology Services
Industry Accounting
Experience
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

Lyndsey Lindhurst Lyndsey Lindhurst Greater Denver Area Details
Lyndsey Lindhurst's Principal Financial Group Experience February 2007 - October 2007
Job Luckiest Mom at Jack's Crib
Industry Staffing and Recruiting
Experience
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

Aaron Dunker Aaron Dunker Des Moines, Iowa Area Details
Aaron Dunker's Principal Financial Group Experience February 2015 - Present
Job Project Manager at Principal Financial Group
Industry Program Development
Experience
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

Oune Lo Oune Lo Greater Denver Area Details
Oune Lo's Principal Financial Group Experience 1991 - 1997
Job
Industry Financial Services
Experience
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

Lynn Schnittker Lynn Schnittker Des Moines, Iowa Area Details
Lynn Schnittker's Principal Financial Group Experience
Job Executive Assistant at Principal Financial Group
Industry Financial Services
Experience
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

Kevin Dudka, J.D. Kevin Dudka, J.D. Grand Rapids, Michigan Details
Kevin Dudka, J.D.'s Principal Financial Group Experience February 2007 - January 2011
Job V.P. Regional Sales Manager
Industry Financial Services
Experience
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

Yolanda Richards Yolanda Richards Phoenix, Arizona Area Details
Yolanda Richards's Principal Financial Group Experience October 2006 - June 2008
Job Sales Executive at United Concordia
Industry Insurance
Experience
United Concordia  July 2008 - Present
Principal Financial Group   October 2006 - June 2008

Education
Arizona State University   2001 — 2005

David Pipkin, MBA David Pipkin, MBA Wilmington, North Carolina Area Details
David Pipkin, MBA's Principal Financial Group Experience October 2000 - February 2003
Job Technical Sales Specialist at Prometheus
Industry Pharmaceuticals
Experience
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

Andrew Kingsley Andrew Kingsley Indianapolis, Indiana Area Details
Andrew Kingsley's Principal Financial Group Experience January 2003 - May 2011
Job Arbor Homes
Industry Construction
Experience
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

Jon Krieger Jon Krieger Phoenix, Arizona Area Details
Jon Krieger's Principal Financial Group Experience October 1976 - January 1980
Job Owner, keystone
Industry Banking
Experience
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

Diana Zubrowski Diana Zubrowski Tampa/St. Petersburg, Florida Area Details
Diana Zubrowski's Principal Financial Group Experience December 2003 - November 2010
Job Non Profit Market Practice Leader at MassMutual Financial Group
Industry Financial Services
Experience
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

Robert Sweat Robert Sweat Houston, Texas Area Details
Robert Sweat's Principal Financial Group Experience
Job Certified Financial Planner at Principal Financial Group
Industry Financial Services
Experience
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)

Joy E. Thorbjornsen-Coates Joy E. Thorbjornsen-Coates Greater Chicago Area Details
Joy E. Thorbjornsen-Coates's Principal Financial Group Experience May 1998 - Present
Job Senior Account Executive at Principal Financial Group Princor Registered Representative, Advisor Representative
Industry Financial Services
Experience
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

Kara Ferry Kara Ferry Davenport, Iowa Area Details
Kara Ferry's Principal Financial Group Experience February 1998 - September 1999
Job Director, Marketing, Digital Marketing, Social Media, Branding, Communications, Public Relations at YASH Technologies
Industry Information Technology and Services
Experience
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

Kevin Zerrenner Kevin Zerrenner Greater New York City Area Details
Kevin Zerrenner's Principal Financial Group Experience 2001 - 2003
Job Vice President, JP Morgan Chase Business Banking
Industry Banking
Experience
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

Farhat Kidwai Farhat Kidwai Scottsdale, Arizona Details
Farhat Kidwai's Principal Financial Group Experience June 2006 - July 2007
Job Product Manager Green Tree Servicing
Industry Information Technology and Services
Experience
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

Sandy Delker-Holbert Sandy Delker-Holbert Sioux Falls, South Dakota Area Details
Sandy Delker-Holbert's Principal Financial Group Experience November 2008 - Present
Job Supervising Marketing Coordinator at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group   November 2008 - Present
American Family Insurance  September 2004 - November 2008

Education
Augustana University (SD)   1987 — 1989
BA, Elementary/Special Education

Darol Davis Darol Davis Columbus, Ohio Area Details
Darol Davis's Principal Financial Group Experience 2001 - 2003
Job CRE Loan Administrator at Huntington National Bank
Industry Banking
Experience
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

Chris Bettis Chris Bettis Greensboro/Winston-Salem, North Carolina Area Details
Chris Bettis's Principal Financial Group Experience 1999 - 2008
Job Vice President Financial Services Officer at High Point Bank
Industry Financial Services
Experience
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

amit chokka amit_chokka@yahoo.com amit chokka amit_chokka@yahoo.com United States Details
amit chokka amit_chokka@yahoo.com's Principal Financial Group Experience January 2005 - September 2007
Job QA Lead at Avis
Industry Automotive
Experience
Avis  2007 - Present
Principal Financial Group   January 2005 - September 2007
Cognizant Technology Solutions  2002 - 2005

Education
Bangalore University   1998 — 2002
BS, Computer Science

Brian Rees, MBA Brian Rees, MBA Cleveland/Akron, Ohio Area Details
Brian Rees, MBA's Principal Financial Group Experience November 2005 - May 2011
Job Financial Advisor at Vantage Financial Group, Inc.
Industry Financial Services
Experience
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

Mike Barairo Mike Barairo San Francisco Bay Area Details
Mike Barairo's Principal Financial Group Experience April 1977 - May 1987
Job Chartered Financial Consultant
Industry Financial Services
Experience
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

Aletha Burnett Aletha Burnett Indianapolis, Indiana Area Details
Aletha Burnett's Principal Financial Group Experience October 2005 - March 2012
Job Sales Specialist II
Industry Financial Services
Experience
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

Bob Hallgren Bob Hallgren Des Moines, Iowa Area Details
Bob Hallgren's Principal Financial Group Experience June 1992 - August 2001
Job Livin' The DREAM!
Industry Financial Services
Experience
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

Kim Bush Kim Bush Mobile, Alabama Area Details
Kim Bush's Principal Financial Group Experience May 2009 - December 2013
Job Independent Broker with Princor at Princor Financial Svc
Industry Financial Services
Experience
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

Linda Ake Linda Ake United States Details
Linda Ake's Principal Financial Group Experience May 1987 - December 1992
Job Instructor at Horizon Professional Education, Inc.
Industry Insurance
Experience
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

Rhonda Zimmerman Rhonda Zimmerman Des Moines, Iowa Details
Rhonda Zimmerman's Principal Financial Group Experience March 2001 - May 2010
Job Fraud Detection Analyst at The Members Group
Industry Financial Services
Experience
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

Donald Sherrell Donald Sherrell Mobile, Alabama Area Details
Donald Sherrell's Principal Financial Group Experience July 2007 - May 2008
Job at
Industry Shipbuilding
Experience
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

Emily Eustathios Emily Eustathios Cedar Falls, Iowa Details
Emily Eustathios's Principal Financial Group Experience November 2013 - Present
Job Individual Investor Specialist II at Principal Financial Group
Industry Financial Services
Experience
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

Fred Mutalibov Fred Mutalibov Houston, Texas Area Details
Fred Mutalibov's Principal Financial Group Experience August 1995 - February 1997
Job Head of Business Development at Global Supply & Logistics Ltd.
Industry Logistics and Supply Chain
Experience
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

Jenna Summers Jenna Summers Greater Chicago Area Details
Jenna Summers's Principal Financial Group Experience May 2005 - August 2006
Job Wellness Coach at QuadMed
Industry Health, Wellness and Fitness
Experience
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

Brandon Spicer Brandon Spicer Louisville, Kentucky Area Details
Brandon Spicer's Principal Financial Group Experience September 2002 - January 2007
Job Strategic Vendor Alliances Manager at Humana
Industry Insurance
Experience
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

Sudhakar Gogineni Sudhakar Gogineni Greater Pittsburgh Area Details
Sudhakar Gogineni's Principal Financial Group Experience 1998 - 2000
Job Software Engineer Lead at PNC
Industry Financial Services
Experience
PNC  February 2008 - Present
Principal Financial Group   1998 - 2000

Education
B. M. S. College of Engineering   1989 — 1994

William Baum William Baum Indianapolis, Indiana Area Details
William Baum's Principal Financial Group Experience July 2011 - Present
Job Wellness Reporting Analyst at Principal Financial Group
Industry Health, Wellness and Fitness
Experience
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

Sherri Rizzolo Sherri Rizzolo Colorado Springs, Colorado Area Details
Sherri Rizzolo's Principal Financial Group Experience February 2007 - March 2012
Job Client Manager, experienced in customer service and operations management
Industry Financial Services
Experience
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

Susie Busic Susie Busic Charlotte, North Carolina Area Details
Susie Busic's Principal Financial Group Experience April 2010 - Present
Job Account Executive at Principal Financial Group
Industry Financial Services
Experience
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

Holly LiVolsi Holly LiVolsi Charlotte, North Carolina Area Details
Holly LiVolsi's Principal Financial Group Experience August 2005 - February 2011
Job Insurance Professional
Industry Insurance
Experience
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

C. David Darnell C. David Darnell Helena, Alabama Details
C. David Darnell's Principal Financial Group Experience April 1990 - December 1995
Job Long Term Planning Specialist at Genworth Financial
Industry Insurance
Experience
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

Mark Franke Mark Franke Cedar Rapids, Iowa Details
Mark Franke's Principal Financial Group Experience March 1999 - May 2012
Job Financial Services Professional
Industry Financial Services
Experience
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

Janice Brooks Janice Brooks United States Details
Janice Brooks's Principal Financial Group Experience February 2011 - August 2014
Job Senior Underwriting Consultant at Legal & General
Industry
Experience
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

Sally Starmer Sally Starmer Ankeny, Iowa Details
Sally Starmer's Principal Financial Group Experience April 1986 - Present
Job retiree at Principal Financial Group
Industry Insurance
Experience
Principal Financial Group   April 1986 - Present

Education
Aruora East High School

Aurora University

Abui Miaker Abui Miaker Clive, Iowa Details
Abui Miaker's Principal Financial Group Experience August 2007 - April 2008
Job Inspection officer at Security
Industry Civic & Social Organization
Experience
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

Jeff Newnam Jeff Newnam Ocala, Florida Details
Jeff Newnam's Principal Financial Group Experience June 1987 - December 1994
Job Insurance Professional
Industry Insurance
Experience
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

Benjamin Smiley Benjamin Smiley Cumming, Iowa Details
Benjamin Smiley's Principal Financial Group Experience January 2015 - Present
Job Individual Investor Specialist at Principal Financial Group
Industry Financial Services
Experience
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

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