Principal Financial Group
Industry: Financial investment management company
DescriptionThe Principal Financial Group is a global financial investment management and insurance company headquartered in Des Moines, Iowa. Headquarters: Des Moines, Iowa, United States CEO: Daniel Joseph Houston (18 Aug 2015–) Assets under management: 692.4 billion USD (2017) Subsidiaries: Principal Securities, Inc.,
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Principal Financial Group Employees
Employee
Years
Job
Industry
Chelsea England Chelsea England's Principal Financial Group Experience September 2012 - Present
Job Graduate Student at Binghamton University
Industry Hospital & Health Care
Experience
Principal Financial Group September 2012 - Present
Education
Hobart and William Smith Colleges 2008 — 2012
Bachelor of Arts (B.A.), Sociology
Principal Financial Group September 2012 - Present
Education
Hobart and William Smith Colleges 2008 — 2012
Bachelor of Arts (B.A.), Sociology
Brandon Powers Brandon Powers's Principal Financial Group Experience March 2009 - Present
Job Financial Advisor at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group March 2009 - Present
Grodsky Caporrino & Kaufman 2008 - 2009
Skills
401k, Asset Allocation, Traditional IRAs, Roth IRAs, Wealth Accumulation, Universal Life Insurance, Term Life Insurance, Long-Term Care Insurance, 403b, Fixed Annuities, Variable Annuities, Business Continuation..., Buy-Sell Agreements, Buy-Sell Review, College Funding..., Tax-Deferred Savings, Deferred Compensation..., Dental Insurance, Disability Income..., Estate Planning, Executive Benefits..., Financial Needs Analysis, Series 6, Series 7, Series 63, Income Protection, Informal Business..., Key Person Insurance, Mutual Funds, Pension Plans, Simple IRA, Salary Continuation, SEP IRA, Supplemental Retirement..., Survivor Income, Split Dollar Plans, Retirement Planning, Financial Planning, Insurance, Investments, Wealth Management, Financial Services
Education
Hofstra University 2007 — 2008
Bachelor's Degree, Accounting
Hofstra University 1988 — 1992
Bachelor's Degree, Finance & Psychology
Principal Financial Group March 2009 - Present
Grodsky Caporrino & Kaufman 2008 - 2009
Skills
401k, Asset Allocation, Traditional IRAs, Roth IRAs, Wealth Accumulation, Universal Life Insurance, Term Life Insurance, Long-Term Care Insurance, 403b, Fixed Annuities, Variable Annuities, Business Continuation..., Buy-Sell Agreements, Buy-Sell Review, College Funding..., Tax-Deferred Savings, Deferred Compensation..., Dental Insurance, Disability Income..., Estate Planning, Executive Benefits..., Financial Needs Analysis, Series 6, Series 7, Series 63, Income Protection, Informal Business..., Key Person Insurance, Mutual Funds, Pension Plans, Simple IRA, Salary Continuation, SEP IRA, Supplemental Retirement..., Survivor Income, Split Dollar Plans, Retirement Planning, Financial Planning, Insurance, Investments, Wealth Management, Financial Services
Education
Hofstra University 2007 — 2008
Bachelor's Degree, Accounting
Hofstra University 1988 — 1992
Bachelor's Degree, Finance & Psychology
Ellie Wakefield Ellie Wakefield's Principal Financial Group Experience 1990 - 1995
Job Investment Professional
Industry Investment Management
Experience
Principal Global Investors October 2011 - May 2012
Manpower Inc. of Des Moines 2006 - 2008
Principal Global Investors 2001 - 2006
Principal Global Investors 1995 - 2000
Principal Financial Group 1990 - 1995
Principal Financial Group 1986 - 1990
Skills
Management, Investments, Analysis, Marketing, Finance, Microsoft Excel, Negotiation, Commercial Real Estate, Portfolio Management, Financial Analysis, Valuation, Equities, Financial Modeling
Education
University of Nebraska-Lincoln 1980 — 1983
Bachelor of Science, Business Administration
Hastings College 1979 — 1980
Business Administration
Principal Global Investors October 2011 - May 2012
Manpower Inc. of Des Moines 2006 - 2008
Principal Global Investors 2001 - 2006
Principal Global Investors 1995 - 2000
Principal Financial Group 1990 - 1995
Principal Financial Group 1986 - 1990
Skills
Management, Investments, Analysis, Marketing, Finance, Microsoft Excel, Negotiation, Commercial Real Estate, Portfolio Management, Financial Analysis, Valuation, Equities, Financial Modeling
Education
University of Nebraska-Lincoln 1980 — 1983
Bachelor of Science, Business Administration
Hastings College 1979 — 1980
Business Administration
Tim Thurston, AIF® Tim Thurston, AIF®'s Principal Financial Group Experience June 2002 - December 2002
Job Retirement Plan Advisor and Consultant
Industry Financial Services
Experience
IPS RIA, LLC January 2015 - Present
IPS Advisors March 2007 - Present
MetLife Resources May 2003 - December 2005
Principal Financial Group June 2002 - December 2002
GuideStone Financial Resources 1998 - 2002
Skills
Retirement, Pensions, 401k, Investments, Employee Benefits, ERISA, Investment Advisory, Deferred Compensation, Compliance, Plan Design
Education
Hardin-Simmons University 1985 — 1989
IPS RIA, LLC January 2015 - Present
IPS Advisors March 2007 - Present
MetLife Resources May 2003 - December 2005
Principal Financial Group June 2002 - December 2002
GuideStone Financial Resources 1998 - 2002
Skills
Retirement, Pensions, 401k, Investments, Employee Benefits, ERISA, Investment Advisory, Deferred Compensation, Compliance, Plan Design
Education
Hardin-Simmons University 1985 — 1989
Jason Dew Jason Dew's Principal Financial Group Experience 2000 - 2001
Job Branch Manager at STAR
Industry Financial Services
Experience
STAR Financial Bank December 2013 - Present
Fifth Third Bank February 2011 - April 2013
Fifth Third Bank February 2011 - January 2012
Harrison College January 2010 - January 2011
BMO Harris Bank February 2005 - December 2009
Huntington National Bank 2001 - 2005
Principal Financial Group 2000 - 2001
First Star Bank 1999 - 2000
Skills
Banking, Credit, Loans, Sales, Consumer Lending, Management, Retail Banking, Small Business Lending, Customer Service, Call Center, Cross Selling, Commercial Banking, Lines Of Credit, Mortgage Lending, Customer Experience, Customer Satisfaction, Deposits, Finance, New Business Development, Banking Relationships, Relationship Management, Retail, Auditing
Education
Hamilton Technical College 2007 — 2009
Bachelor of Applied Science (BASc), Business Administration and Management, General, 3.6
American Institute of Commerce 1997 — 1999
Associate's degree, Business Administration and Management, General
STAR Financial Bank December 2013 - Present
Fifth Third Bank February 2011 - April 2013
Fifth Third Bank February 2011 - January 2012
Harrison College January 2010 - January 2011
BMO Harris Bank February 2005 - December 2009
Huntington National Bank 2001 - 2005
Principal Financial Group 2000 - 2001
First Star Bank 1999 - 2000
Skills
Banking, Credit, Loans, Sales, Consumer Lending, Management, Retail Banking, Small Business Lending, Customer Service, Call Center, Cross Selling, Commercial Banking, Lines Of Credit, Mortgage Lending, Customer Experience, Customer Satisfaction, Deposits, Finance, New Business Development, Banking Relationships, Relationship Management, Retail, Auditing
Education
Hamilton Technical College 2007 — 2009
Bachelor of Applied Science (BASc), Business Administration and Management, General, 3.6
American Institute of Commerce 1997 — 1999
Associate's degree, Business Administration and Management, General
Ed Carter Ed Carter's Principal Financial Group Experience November 2008 - Present
Job Relationship Manager at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group November 2008 - Present
Principal Financial Group January 2008 - November 2008
Mutual of Omaha October 2005 - August 2006
Western Springs Park District September 2003 - August 2006
The Chaet Kaplan Baim Firm November 2001 - July 2005
Skills
Disability Insurance, Health Savings Accounts, Long-term Care, Insurance, Health Insurance, Benefits Administration, Life Insurance, Brokers, Sales, Underwriting, Term Life Insurance, Employee Benefits, Customer Service, Leadership
Education
Harkivs'kij Nacional'nij Universitet im. V.N. Karazina 2006 — 2007
Russian Language
Illinois Institute of Technology 2001 — 2005
Bachelor's, Psychology
Lyons Township High School 1997 — 2001
Principal Financial Group November 2008 - Present
Principal Financial Group January 2008 - November 2008
Mutual of Omaha October 2005 - August 2006
Western Springs Park District September 2003 - August 2006
The Chaet Kaplan Baim Firm November 2001 - July 2005
Skills
Disability Insurance, Health Savings Accounts, Long-term Care, Insurance, Health Insurance, Benefits Administration, Life Insurance, Brokers, Sales, Underwriting, Term Life Insurance, Employee Benefits, Customer Service, Leadership
Education
Harkivs'kij Nacional'nij Universitet im. V.N. Karazina 2006 — 2007
Russian Language
Illinois Institute of Technology 2001 — 2005
Bachelor's, Psychology
Lyons Township High School 1997 — 2001
Ashley Millard Ashley Millard's Principal Financial Group Experience January 2012 - November 2014
Job Client Services Manager at Allen Capital Group
Industry Financial Services
Experience
Allen Capital Group December 2014 - Present
Principal Financial Group January 2012 - November 2014
Principal Financial Group February 2008 - January 2012
Lincoln Memorial Funeral Home August 2007 - December 2007
Kay Jewelers May 2007 - August 2007
Brodkey's Jewelers May 2005 - May 2007
Skills
Nonprofits, 401k, Retirement, Retirement Planning, Series 6, Sales, Investments, Series 65
Education
Hastings College 2001 — 2005
Bachelor of Arts (B.A.), Psychology and Sociology
Allen Capital Group December 2014 - Present
Principal Financial Group January 2012 - November 2014
Principal Financial Group February 2008 - January 2012
Lincoln Memorial Funeral Home August 2007 - December 2007
Kay Jewelers May 2007 - August 2007
Brodkey's Jewelers May 2005 - May 2007
Skills
Nonprofits, 401k, Retirement, Retirement Planning, Series 6, Sales, Investments, Series 65
Education
Hastings College 2001 — 2005
Bachelor of Arts (B.A.), Psychology and Sociology
Luke Walker's Principal Financial Group Experience July 2007 - December 2008
Job Operations Specialist at Magnetar Capital
Industry Capital Markets
Experience
Magnetar Capital January 2015 - Present
OTC Structured Products, Hedge Fund Services June 2014 - December 2014
OTC Structured Products, Northern Trust September 2013 - June 2014
Aviva Investors June 2012 - August 2013
Aviva Investors November 2011 - June 2012
Principal Global Investors March 2011 - December 2011
Principal Global Investors January 2009 - March 2011
Principal Financial Group July 2007 - December 2008
Skills
Data Integrity, Fixed Income, Bloomberg, Settlement, Portia, Loans, Corporate Actions, Debt, Bonds, Securities, Credit, Asset Management, Interest Rate Swaps, Variance Swaps, Credit Derivatives, Exotic Derivatives, Options, FX Options, Portfolio Management, Investment Management, Derivatives, Equities, Investments, Swaps, Collateral Management, Finance, Hedge Funds
Education
University of Notre Dame - Mendoza College of Business 2015 — 2016
Master's Degree, Finance and Financial Management Services
Hillsdale College 2004 — 2007
B.A., Financial Management
Magnetar Capital January 2015 - Present
OTC Structured Products, Hedge Fund Services June 2014 - December 2014
OTC Structured Products, Northern Trust September 2013 - June 2014
Aviva Investors June 2012 - August 2013
Aviva Investors November 2011 - June 2012
Principal Global Investors March 2011 - December 2011
Principal Global Investors January 2009 - March 2011
Principal Financial Group July 2007 - December 2008
Skills
Data Integrity, Fixed Income, Bloomberg, Settlement, Portia, Loans, Corporate Actions, Debt, Bonds, Securities, Credit, Asset Management, Interest Rate Swaps, Variance Swaps, Credit Derivatives, Exotic Derivatives, Options, FX Options, Portfolio Management, Investment Management, Derivatives, Equities, Investments, Swaps, Collateral Management, Finance, Hedge Funds
Education
University of Notre Dame - Mendoza College of Business 2015 — 2016
Master's Degree, Finance and Financial Management Services
Hillsdale College 2004 — 2007
B.A., Financial Management
Teri Frana Teri Frana's Principal Financial Group Experience January 1986 - September 2000
Job Client Implementation Manager at Kuder
Industry Information Technology and Services
Experience
Kuder June 2015 - Present
Amerisource Document October 2012 - June 2015
Adventures In Missions October 2010 - November 2012
Pediatric Pulmonary and Respiratory July 2008 - June 2010
Principal Financial Group January 1986 - September 2000
Skills
Training, Nonprofits, Non-profits, Fundraising, Team Building, Coaching, Public Speaking, Management, Recruiting, Customer Service, Life Coaching, Project Management
Education
Grand View College 1985 — 1989
Bachelor of Science (BS), Computer Science
Grand View College
Bachelor's of Computer Science
Kuder June 2015 - Present
Amerisource Document October 2012 - June 2015
Adventures In Missions October 2010 - November 2012
Pediatric Pulmonary and Respiratory July 2008 - June 2010
Principal Financial Group January 1986 - September 2000
Skills
Training, Nonprofits, Non-profits, Fundraising, Team Building, Coaching, Public Speaking, Management, Recruiting, Customer Service, Life Coaching, Project Management
Education
Grand View College 1985 — 1989
Bachelor of Science (BS), Computer Science
Grand View College
Bachelor's of Computer Science
Kelly Stiefel Arias Kelly Stiefel Arias's Principal Financial Group Experience March 2007 - July 2011
Job Financial Advisor at VALIC Financial Advisors
Industry Financial Services
Experience
Principal Financial Group March 2007 - July 2011
Edward Jones December 2002 - December 2005
Skills
Retirement Planning, Retirement, Strategic Financial..., Investments, Fixed Annuities, Strategic Planning, Mutual Funds, Series 7, Wealth Management, Estate Planning, Asset Allocation
Education
Thunderbird School of Global Management 2001 — 2002
MBA-IM, Business Administration / International Management
Hastings College 1988 — 1992
Bachelor of Arts, Music
Hastings College 1988 — 1992
Bachelor of Music, Education
Principal Financial Group March 2007 - July 2011
Edward Jones December 2002 - December 2005
Skills
Retirement Planning, Retirement, Strategic Financial..., Investments, Fixed Annuities, Strategic Planning, Mutual Funds, Series 7, Wealth Management, Estate Planning, Asset Allocation
Education
Thunderbird School of Global Management 2001 — 2002
MBA-IM, Business Administration / International Management
Hastings College 1988 — 1992
Bachelor of Arts, Music
Hastings College 1988 — 1992
Bachelor of Music, Education
Chrissy Rader Chrissy Rader's Principal Financial Group Experience September 2012 - Present
Job Administrative Scheduler at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group September 2012 - Present
Homelink/The VGM Group September 2008 - September 2012
Education
Hawkeye Community College
Principal Financial Group September 2012 - Present
Homelink/The VGM Group September 2008 - September 2012
Education
Hawkeye Community College
Amir Habib, AIFA®, AAMS Amir Habib, AIFA®, AAMS's Principal Financial Group Experience August 2001 - February 2006
Job Retirement Plan Advisor
Industry Investment Management
Experience
Integrative Financial Strategies September 1992 - Present
Principal Financial Group August 2001 - February 2006
Sutro & Co. , Inc. June 1986 - September 1992
Bechtel Investments, Inc. June 1980 - June 1986
Skills
Asset Managment, Retirement Plan..., Qualified Retirement..., Investment Fiduciary, Retirement Income..., Investment Advisory, Financial Analysis, Valuation, Strategic Planning, Private Equity, Mergers, Alternative Investments, Risk Management
Education
Harvard Business School
MBA, Finance
UC Berkeley
Bachelor of Science (BS)
Integrative Financial Strategies September 1992 - Present
Principal Financial Group August 2001 - February 2006
Sutro & Co. , Inc. June 1986 - September 1992
Bechtel Investments, Inc. June 1980 - June 1986
Skills
Asset Managment, Retirement Plan..., Qualified Retirement..., Investment Fiduciary, Retirement Income..., Investment Advisory, Financial Analysis, Valuation, Strategic Planning, Private Equity, Mergers, Alternative Investments, Risk Management
Education
Harvard Business School
MBA, Finance
UC Berkeley
Bachelor of Science (BS)
Eileen Conroy's Principal Financial Group Experience May 2006 - Present
Job AVP at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group May 2006 - Present
MetLife May 1999 - April 2006
A.T. Cross Company June 1994 - May 1997
Colgate Palmolive June 1988 - May 1994
Skills
Strategic Planning, Marketing Strategy, E Business, Defined Benefit, Series 7, E-business, Business Strategy, Retirement Planning, Strategy, Retirement, Insurance, Financial Services, Series 63, Investments, Portfolio Management, Mergers & Acquisitions
Education
Harvard Business School 1975 — 1977
M.B.A., General Management
Wellesley College 1971 — 1975
B. A,, Economics/Political Science
Principal Financial Group May 2006 - Present
MetLife May 1999 - April 2006
A.T. Cross Company June 1994 - May 1997
Colgate Palmolive June 1988 - May 1994
Skills
Strategic Planning, Marketing Strategy, E Business, Defined Benefit, Series 7, E-business, Business Strategy, Retirement Planning, Strategy, Retirement, Insurance, Financial Services, Series 63, Investments, Portfolio Management, Mergers & Acquisitions
Education
Harvard Business School 1975 — 1977
M.B.A., General Management
Wellesley College 1971 — 1975
B. A,, Economics/Political Science
Jon Greising Jon Greising's Principal Financial Group Experience April 2007 - December 2010
Job Data Analyst at Iowa Network Services
Industry Information Technology and Services
Experience
Iowa Network Services April 2013 - Present
TEKsystems December 2012 - March 2013
Palmer Group May 2012 - October 2012
TEKsystems August 2011 - March 2012
Principal Financial Group April 2007 - December 2010
Principal Financial Group April 1997 - April 2007
STC Central Iowa 2000 - 2001
Principal Financial Group September 1995 - April 1997
Skills
Data Modeling, Technical Documentation, Database Design, Data Warehousing, Data Management
Education
Simpson College 2005 — 2005
Database design
Grinnell College 1982 — 1985
BA, English
Iowa Network Services April 2013 - Present
TEKsystems December 2012 - March 2013
Palmer Group May 2012 - October 2012
TEKsystems August 2011 - March 2012
Principal Financial Group April 2007 - December 2010
Principal Financial Group April 1997 - April 2007
STC Central Iowa 2000 - 2001
Principal Financial Group September 1995 - April 1997
Skills
Data Modeling, Technical Documentation, Database Design, Data Warehousing, Data Management
Education
Simpson College 2005 — 2005
Database design
Grinnell College 1982 — 1985
BA, English
Matt Hollen Matt Hollen's Principal Financial Group Experience June 2003 - June 2009
Job iOS Engineer ESPN
Industry Sports
Experience
ESPN October 2014 - Present
DuPont Pioneer June 2009 - September 2014
Principal Financial Group June 2003 - June 2009
Skills
Microsoft SQL Server, iOS development, Objective-C, .NET, C#, MVC, Cocoa Touch, Xcode, Core Data, Multithreading, ESRI, Delegates, RESTful WebServices, ArcGIS, Scrum, ADO.NET, JSON, Jenkins, Continuous Integration, Amazon Web Services..., Visual C#, Unit Testing, SQL, WCF Services, Databases, SSIS, Web Services, Subversion, REST, Object Oriented Design, Design Patterns, SQL Server Management...
Education
Hannibal-Lagrange College 1997 — 2001
Bachelor's Degree, Computer Science
ESPN October 2014 - Present
DuPont Pioneer June 2009 - September 2014
Principal Financial Group June 2003 - June 2009
Skills
Microsoft SQL Server, iOS development, Objective-C, .NET, C#, MVC, Cocoa Touch, Xcode, Core Data, Multithreading, ESRI, Delegates, RESTful WebServices, ArcGIS, Scrum, ADO.NET, JSON, Jenkins, Continuous Integration, Amazon Web Services..., Visual C#, Unit Testing, SQL, WCF Services, Databases, SSIS, Web Services, Subversion, REST, Object Oriented Design, Design Patterns, SQL Server Management...
Education
Hannibal-Lagrange College 1997 — 2001
Bachelor's Degree, Computer Science
Navendu Dogra Navendu Dogra's Principal Financial Group Experience July 2006 - January 2007
Job Relationship Manager Corporate Banking at ICICI Bank Canada
Industry Investment Banking
Experience
ICICI Bank January 2015 - Present
ICICI Bank May 2011 - Present
ICICI Bank 2011 - 2014
Capital IQ 2007 - 2010
Principal Financial Group July 2006 - January 2007
Skills
Research, Financial Modeling, Equity Research, Valuation, Market Research, Analytics, Corporate Finance, Data Analysis, Competitive Analysis, Investment Banking, Financial Analysis, Business Analysis, Capital Markets, Strategy, Equity Valuation, Equities, Credit Analysis, Financial Statement..., Team Management
Education
Indian School of Business 2010 — 2011
MBA, Finance and Strategy
Guru Gobind Singh Indraprastha University 2003 — 2006
BBA, Finance
The Mother's International School 1990 — 2003
High School, Commerce
ICICI Bank January 2015 - Present
ICICI Bank May 2011 - Present
ICICI Bank 2011 - 2014
Capital IQ 2007 - 2010
Principal Financial Group July 2006 - January 2007
Skills
Research, Financial Modeling, Equity Research, Valuation, Market Research, Analytics, Corporate Finance, Data Analysis, Competitive Analysis, Investment Banking, Financial Analysis, Business Analysis, Capital Markets, Strategy, Equity Valuation, Equities, Credit Analysis, Financial Statement..., Team Management
Education
Indian School of Business 2010 — 2011
MBA, Finance and Strategy
Guru Gobind Singh Indraprastha University 2003 — 2006
BBA, Finance
The Mother's International School 1990 — 2003
High School, Commerce
Tabatha Caswell Tabatha Caswell's Principal Financial Group Experience August 2011 - February 2013
Job Government Administration Professional
Industry Government Administration
Experience
City of Plainfield 2013 - Present
Principal Financial Group August 2011 - February 2013
Principal Financial Group March 2007 - August 2011
Skills
Microsoft Office, Ten Key, Internet, Customer Service, Oral & Written..., Financial Reporting, Payroll, Human Resources, Investments, 401k, Life Insurance, Health Insurance, Variable Annuities, Stocks, Data Entry
Education
Hawkeye Community College 1994 — 1996
Associate of Arts (AA), Business Administration
Waverly-Shell Rock High School
City of Plainfield 2013 - Present
Principal Financial Group August 2011 - February 2013
Principal Financial Group March 2007 - August 2011
Skills
Microsoft Office, Ten Key, Internet, Customer Service, Oral & Written..., Financial Reporting, Payroll, Human Resources, Investments, 401k, Life Insurance, Health Insurance, Variable Annuities, Stocks, Data Entry
Education
Hawkeye Community College 1994 — 1996
Associate of Arts (AA), Business Administration
Waverly-Shell Rock High School
Jordan Fink's Principal Financial Group Experience April 2015 - Present
Job IT Contractor at Principal Financial Group
Industry Computer & Network Security
Experience
Principal Financial Group April 2015 - Present
Networking Solutions - Iowa September 2011 - April 2015
Peregrine Financial Group March 2011 - June 2011
Cedar Falls Utilities 2009 - 2011
Skills
CCNA, CCNA Security, Cisco IOS, Routing, LAN Switching, Certified Sonicwall..., Ruckus, CompTIA Network+..., CompTIA A+ Certification, Project Management, Windows Server, Active Directory, Servers, Microsoft Exchange, Windows 7, Network Administration, Firewalls, Routers, Networking, VPN, Network Security, Cisco Technologies, Troubleshooting, Switches
Education
Hawkeye Community College 2009 — 2011
Associate of Arts and Sciences (AAS), Network and System Administration/Administrator
Principal Financial Group April 2015 - Present
Networking Solutions - Iowa September 2011 - April 2015
Peregrine Financial Group March 2011 - June 2011
Cedar Falls Utilities 2009 - 2011
Skills
CCNA, CCNA Security, Cisco IOS, Routing, LAN Switching, Certified Sonicwall..., Ruckus, CompTIA Network+..., CompTIA A+ Certification, Project Management, Windows Server, Active Directory, Servers, Microsoft Exchange, Windows 7, Network Administration, Firewalls, Routers, Networking, VPN, Network Security, Cisco Technologies, Troubleshooting, Switches
Education
Hawkeye Community College 2009 — 2011
Associate of Arts and Sciences (AAS), Network and System Administration/Administrator
Teresa Lilly Teresa Lilly's Principal Financial Group Experience March 2003 - September 2012
Job RN/BSN/CCM
Industry Insurance
Experience
Coventry Health Care, an Aetna Company October 2014 - Present
Sedgwick June 2013 - June 2014
Principal Financial Group March 2003 - September 2012
Iowa Health System August 1991 - March 2003
Skills
Leadership, Management, Employee Benefits, Insurance, Healthcare, Workers Compensation, Certified Case Manager, Registered Nurse
Education
Grand View College 1993 — 1996
BSN, Nursing
Grand View College 1993 — 1996
BSN, Nursing Education
Coventry Health Care, an Aetna Company October 2014 - Present
Sedgwick June 2013 - June 2014
Principal Financial Group March 2003 - September 2012
Iowa Health System August 1991 - March 2003
Skills
Leadership, Management, Employee Benefits, Insurance, Healthcare, Workers Compensation, Certified Case Manager, Registered Nurse
Education
Grand View College 1993 — 1996
BSN, Nursing
Grand View College 1993 — 1996
BSN, Nursing Education
Jason Tabor Jason Tabor's Principal Financial Group Experience 2012 - Present
Job Senior Financial Services Representative
Industry Financial Services
Experience
Principal Financial Group 2012 - Present
Halliday Financial Group 2002 - 2012
Hartwick College 2000 - 2002
Skills
Income Protection, Survivor Income, Financial Needs Analysis, Business Continuation..., Informal Business..., College Funding..., Retirement Planning, Wealth Accumulation, Charitable Giving, Estate Planning, Asset Allocation, Buy-sell Agreements, 401 (k), 403 (b), SEP &..., Term, Universal & Whole..., IRAs (Traditional &..., Disability Income..., Annuities (Variable &..., Long Term Care Insurance, Mutual Funds, Series 6, 7, 63
Education
Syracuse University 1995 — 1997
MS, Education
Hartwick College 1990 — 1995
BA, Mathematics
Cooperstown High School 1985 — 1990
Principal Financial Group 2012 - Present
Halliday Financial Group 2002 - 2012
Hartwick College 2000 - 2002
Skills
Income Protection, Survivor Income, Financial Needs Analysis, Business Continuation..., Informal Business..., College Funding..., Retirement Planning, Wealth Accumulation, Charitable Giving, Estate Planning, Asset Allocation, Buy-sell Agreements, 401 (k), 403 (b), SEP &..., Term, Universal & Whole..., IRAs (Traditional &..., Disability Income..., Annuities (Variable &..., Long Term Care Insurance, Mutual Funds, Series 6, 7, 63
Education
Syracuse University 1995 — 1997
MS, Education
Hartwick College 1990 — 1995
BA, Mathematics
Cooperstown High School 1985 — 1990
Pepa Alvarez's Principal Financial Group Experience March 2010 - November 2011
Job Account Manager at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group March 2010 - November 2011
Medical Principal Financial March 2010 - November 2011
Principal Financial Group August 2005 - March 2010
Principal Financial Group October 2003 - August 2005
Hotel Fort Des Moines May 2001 - October 2003
Skills
Account Management, Consultative Selling, Customer Relations, Insurance, Bilingual, Disability Insurance, Medical, Sales Management
Education
Grand View College
Bachelor of Business Administration (B.B.A.), Spanish Language and Literature
Grand View University
BA, Business Administration and Spanish
Principal Financial Group March 2010 - November 2011
Medical Principal Financial March 2010 - November 2011
Principal Financial Group August 2005 - March 2010
Principal Financial Group October 2003 - August 2005
Hotel Fort Des Moines May 2001 - October 2003
Skills
Account Management, Consultative Selling, Customer Relations, Insurance, Bilingual, Disability Insurance, Medical, Sales Management
Education
Grand View College
Bachelor of Business Administration (B.B.A.), Spanish Language and Literature
Grand View University
BA, Business Administration and Spanish
BOB TOOLAN, MBA, CLTC BOB TOOLAN, MBA, CLTC's Principal Financial Group Experience 1997 - 2005
Job BROKERAGE DIRECTOR at MASS MUTUAL
Industry Insurance
Experience
MASS MUTUAL 2005 - Present
Principal Financial Group 1997 - 2005
Hartford Life 1977 - 1997
Skills
Asset, Disability Insurance, Long Term Care Insurance, Long-term Care, Financial Planners, Whole Life, Brokers, Securities, Sales, Fixed Annuities, Life Insurance, Small Business, Income Protection, Retirement Planning, Business Planning
Education
Hofstra University 1974 — 1979
MBA, MARKETING
Saint John's University 1964 — 1968
BBA, MARKETING
MASS MUTUAL 2005 - Present
Principal Financial Group 1997 - 2005
Hartford Life 1977 - 1997
Skills
Asset, Disability Insurance, Long Term Care Insurance, Long-term Care, Financial Planners, Whole Life, Brokers, Securities, Sales, Fixed Annuities, Life Insurance, Small Business, Income Protection, Retirement Planning, Business Planning
Education
Hofstra University 1974 — 1979
MBA, MARKETING
Saint John's University 1964 — 1968
BBA, MARKETING
Mia Locke's Principal Financial Group Experience October 2006 - Present
Job Sr. Employee Benefits Specialist
Industry Financial Services
Experience
Principal Financial Group October 2006 - Present
T. Rowe Price April 2002 - October 2006
T. Rowe Price September 2002 - April 2004
Skills
Client Relationship..., Group Presentations, Trend Identification, Product Marketing, Client Services, Strategic Communications, Series 7, Series 63, Series 66, 401k, 403 b, Deferred Compensation, Defined Benefit, Pensions, Retirement, Investments, Financial Services, Employee Benefits
Education
Hampton University 1998 — 2002
Bachelor of Science (BS), Business Management -Information Systems
Seton Keough High School
Principal Financial Group October 2006 - Present
T. Rowe Price April 2002 - October 2006
T. Rowe Price September 2002 - April 2004
Skills
Client Relationship..., Group Presentations, Trend Identification, Product Marketing, Client Services, Strategic Communications, Series 7, Series 63, Series 66, 401k, 403 b, Deferred Compensation, Defined Benefit, Pensions, Retirement, Investments, Financial Services, Employee Benefits
Education
Hampton University 1998 — 2002
Bachelor of Science (BS), Business Management -Information Systems
Seton Keough High School
Eric Malasky Eric Malasky's Principal Financial Group Experience December 2007 - November 2008
Job President at Paradise Tropical Wines
Industry Consumer Services
Experience
Paradise Tropical Wines July 2012 - Present
Paradise Deli & Market September 2010 - January 2013
Complete Refinishing Services LLC November 2008 - September 2011
Principal Financial Group December 2007 - November 2008
Duval Street Mortgage 2006 - 2007
LPL Financial Services 2005 - 2007
Key Mortgage Brokers 2004 - 2006
Complete Refinishing January 1993 - December 2003
Skills
Sales, Investments, Social Networking, Restaurants, Customer Service, Retirement Planning, Mutual Funds
Education
Hillsdale College 1979 — 1984
B.S., Psychology
Paradise Tropical Wines July 2012 - Present
Paradise Deli & Market September 2010 - January 2013
Complete Refinishing Services LLC November 2008 - September 2011
Principal Financial Group December 2007 - November 2008
Duval Street Mortgage 2006 - 2007
LPL Financial Services 2005 - 2007
Key Mortgage Brokers 2004 - 2006
Complete Refinishing January 1993 - December 2003
Skills
Sales, Investments, Social Networking, Restaurants, Customer Service, Retirement Planning, Mutual Funds
Education
Hillsdale College 1979 — 1984
B.S., Psychology
Kevin Boileau's Principal Financial Group Experience June 2015 - Present
Job Claims Examiner at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group June 2015 - Present
Mission Federal Credit Union November 2014 - May 2015
Veridian Credit Union April 2010 - June 2014
Veridian Credit Union February 2009 - April 2010
Veridian Credit Union September 2008 - February 2009
Target April 2004 - August 2008
Skills
Financial Analysis, Customer Service, Loans, Outlook, Microsoft Excel, Team Building, Sales, Microsoft Office, Banking, Microsoft Word, Employee Training, Account Management, Staff Development, Internet Banking, Branch Banking, Credit Cards, Revolving Lines of..., Home Equity Loans, Home Equity Lines of..., Car Loans, Unsecured Loans, Consumer Lending, Insurance, Credit, Team Leadership
Education
Iowa State University 2000 — 2003
Bachelor's Degree, Marketing
Hawkeye Community College 1998 — 2000
General Studies
Principal Financial Group June 2015 - Present
Mission Federal Credit Union November 2014 - May 2015
Veridian Credit Union April 2010 - June 2014
Veridian Credit Union February 2009 - April 2010
Veridian Credit Union September 2008 - February 2009
Target April 2004 - August 2008
Skills
Financial Analysis, Customer Service, Loans, Outlook, Microsoft Excel, Team Building, Sales, Microsoft Office, Banking, Microsoft Word, Employee Training, Account Management, Staff Development, Internet Banking, Branch Banking, Credit Cards, Revolving Lines of..., Home Equity Loans, Home Equity Lines of..., Car Loans, Unsecured Loans, Consumer Lending, Insurance, Credit, Team Leadership
Education
Iowa State University 2000 — 2003
Bachelor's Degree, Marketing
Hawkeye Community College 1998 — 2000
General Studies
Julie Albertsen-Morales, HIA, HIPAA Julie Albertsen-Morales, HIA, HIPAA's Principal Financial Group Experience January 2006 - April 2012
Job Hospital Charge Audit Coordinator at Emdeon
Industry Insurance
Experience
Emdeon May 2014 - Present
Blue Cross and Blue Shield of Illinois, New Mexico, Oklahoma & Texas April 2012 - May 2014
Principal Financial Group January 2006 - April 2012
Principal Financial Group January 2006 - April 2012
Skills
Training, Software Documentation, Research, Teamwork, Employee Benefits, Health Insurance, Insurance, Process Improvement, Performance Management, Coaching, Change Management, Leadership Development, Leadership, Team Building, Call Centers, Management
Education
Waubonsee Community College 2011 — 2013
Health Information Technology, Healthcare
Greenville College 1980 — 1982
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Emdeon May 2014 - Present
Blue Cross and Blue Shield of Illinois, New Mexico, Oklahoma & Texas April 2012 - May 2014
Principal Financial Group January 2006 - April 2012
Principal Financial Group January 2006 - April 2012
Skills
Training, Software Documentation, Research, Teamwork, Employee Benefits, Health Insurance, Insurance, Process Improvement, Performance Management, Coaching, Change Management, Leadership Development, Leadership, Team Building, Call Centers, Management
Education
Waubonsee Community College 2011 — 2013
Health Information Technology, Healthcare
Greenville College 1980 — 1982
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Eric S. Howell's Principal Financial Group Experience August 2008 - Present
Job Regional Managing Director at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group August 2008 - Present
MetLife Financial Services June 2003 - April 2008
Principal Financial Group 1995 - 2003
Prudential Financial 1987 - 1995
Education
Haslam College of Business at the University of Tennessee 1976 — 1980
B.S., General Business
Principal Financial Group August 2008 - Present
MetLife Financial Services June 2003 - April 2008
Principal Financial Group 1995 - 2003
Prudential Financial 1987 - 1995
Education
Haslam College of Business at the University of Tennessee 1976 — 1980
B.S., General Business
Steve Gauldin Steve Gauldin's Principal Financial Group Experience March 2006 - December 2010
Job National Account Executive at Businessolver
Industry Insurance
Experience
Businessolver November 2014 - Present
Innovative Healthware Services (IHS) April 2013 - November 2014
TRISTAR Risk Management July 2011 - March 2013
Principal Financial Group March 2006 - December 2010
HCAA 2010 - 2010
HCAA 2005 - 2010
Principal Financial Group March 2001 - March 2006
Principal Financial Group 2000 - 2001
Principal Connections 2000 - 2001
Principal Financial Group 1985 - 2000
Skills
Strategic Planning, Strategy, Business Strategy, Marketing, Business Development, Product Development, Risk Management, Business Process, Healthcare, Sales, Access, Process Improvement, Competitive Analysis, Business Planning, Sales Process, Leadership, Employee Benefits, Insurance, Contract Negotiation, Team Building, Product Management, Customer Satisfaction, Mergers & Acquisitions, Change Management, Time Management, Account Management, New Business Development, Start-ups, Project Management
Education
Grand View College 1981 — 1983
Bachelor of Arts, Business
Businessolver November 2014 - Present
Innovative Healthware Services (IHS) April 2013 - November 2014
TRISTAR Risk Management July 2011 - March 2013
Principal Financial Group March 2006 - December 2010
HCAA 2010 - 2010
HCAA 2005 - 2010
Principal Financial Group March 2001 - March 2006
Principal Financial Group 2000 - 2001
Principal Connections 2000 - 2001
Principal Financial Group 1985 - 2000
Skills
Strategic Planning, Strategy, Business Strategy, Marketing, Business Development, Product Development, Risk Management, Business Process, Healthcare, Sales, Access, Process Improvement, Competitive Analysis, Business Planning, Sales Process, Leadership, Employee Benefits, Insurance, Contract Negotiation, Team Building, Product Management, Customer Satisfaction, Mergers & Acquisitions, Change Management, Time Management, Account Management, New Business Development, Start-ups, Project Management
Education
Grand View College 1981 — 1983
Bachelor of Arts, Business
Casey West's Principal Financial Group Experience October 2009 - Present
Job Financial Services Representative at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group October 2009 - Present
Skills
Fixed Annuities, Retirement, Customer Service, Retirement Planning, Life Insurance, Mutual Funds, Team Building, Disability Insurance, Investments, Sales, Strategic Planning, Wealth Management, Health Insurance, Financial Analysis, Small Business
Education
Gustavus Adolphus College 1997 — 2001
BA, Business Management
Principal Financial Group October 2009 - Present
Skills
Fixed Annuities, Retirement, Customer Service, Retirement Planning, Life Insurance, Mutual Funds, Team Building, Disability Insurance, Investments, Sales, Strategic Planning, Wealth Management, Health Insurance, Financial Analysis, Small Business
Education
Gustavus Adolphus College 1997 — 2001
BA, Business Management
Praveen Kalva Praveen Kalva's Principal Financial Group Experience August 2008 - December 2008
Job WTX/EDIFECS at Blue Cross and Blue Shield of Illinois, Montana, New Mexico, Oklahoma & Texas
Industry Information Technology and Services
Experience
Blue Cross and Blue Shield of Illinois, Montana, New Mexico, Oklahoma & Texas May 2015 - Present
Technocrats Domain 2003 - Present
Synapse November 2014 - April 2015
Blue Cross Blue Shield of Texas December 2009 - October 2014
MMM Healthcare July 2009 - December 2009
Rent-A-Center March 2009 - June 2009
The Home Depot December 2008 - January 2009
Principal Financial Group August 2008 - December 2008
The Independent Doctors of New Mexico,Inc January 2008 - June 2008
HAVI Global Solutions May 2007 - May 2008
Skills
Healthcare, EAI, Websphere, EDI, WTX, SOA, HIPAA, Integration, Web Services, SDLC, XML, Enterprise Architecture, Requirements Analysis, DB2, PL/SQL, Data Warehousing, Software Project..., Microsoft SQL Server, Oracle, Solution Architecture, Unix, WebSphere
Education
Gulbarga University 1992 — 1996
be
Blue Cross and Blue Shield of Illinois, Montana, New Mexico, Oklahoma & Texas May 2015 - Present
Technocrats Domain 2003 - Present
Synapse November 2014 - April 2015
Blue Cross Blue Shield of Texas December 2009 - October 2014
MMM Healthcare July 2009 - December 2009
Rent-A-Center March 2009 - June 2009
The Home Depot December 2008 - January 2009
Principal Financial Group August 2008 - December 2008
The Independent Doctors of New Mexico,Inc January 2008 - June 2008
HAVI Global Solutions May 2007 - May 2008
Skills
Healthcare, EAI, Websphere, EDI, WTX, SOA, HIPAA, Integration, Web Services, SDLC, XML, Enterprise Architecture, Requirements Analysis, DB2, PL/SQL, Data Warehousing, Software Project..., Microsoft SQL Server, Oracle, Solution Architecture, Unix, WebSphere
Education
Gulbarga University 1992 — 1996
be
Jonathan B. Mosenson Jonathan B. Mosenson's Principal Financial Group Experience August 2011 - Present
Job Senior Financial Services Representative at J&G Associates
Industry Financial Services
Experience
J&G Associates August 2007 - Present
Principal Financial Group August 2011 - Present
Skate Safe America in Old Bethpage, NY February 2007 - August 2010
Skills
Estate Planning, Term Life Insurance, Income Protection, Financial Needs Analysis, Universal Life Insurance, Whole Life Insurance, Disability Income..., Investment Advisory, Executive Benefit..., Buy-sell Agreements, Retirement Solutions, Retirement Planning, Business Continuation..., Business Overhead..., Survivor Income, Informal Business..., Tax-Deferred Savings, Buy-Sell Review, Key Person Insurance, Long-Term Care Insurance, Deferred Compensation..., Dental Insurance, Split Dollar Plans, Group Benefit Plans, Charitable Giving
Education
Hofstra University
J&G Associates August 2007 - Present
Principal Financial Group August 2011 - Present
Skate Safe America in Old Bethpage, NY February 2007 - August 2010
Skills
Estate Planning, Term Life Insurance, Income Protection, Financial Needs Analysis, Universal Life Insurance, Whole Life Insurance, Disability Income..., Investment Advisory, Executive Benefit..., Buy-sell Agreements, Retirement Solutions, Retirement Planning, Business Continuation..., Business Overhead..., Survivor Income, Informal Business..., Tax-Deferred Savings, Buy-Sell Review, Key Person Insurance, Long-Term Care Insurance, Deferred Compensation..., Dental Insurance, Split Dollar Plans, Group Benefit Plans, Charitable Giving
Education
Hofstra University
Diana Greeson Diana Greeson's Principal Financial Group Experience March 1989 - October 1996
Job Senior Project Manager at JLL
Industry Facilities Services
Experience
JLL March 2015 - Present
Jones Lang LaSalle September 2012 - March 2015
Wells Fargo Home Mortgage February 2011 - December 2011
Aviva Investors, NA February 2010 - March 2011
Wells Fargo Financial May 2006 - January 2010
Design4U Consulting, LLC. July 2002 - May 2006
Wells Fargo Home Mortgage May 1999 - July 2002
Pigott, Inc. October 1998 - May 1999
Corporate Express October 1996 - October 1998
Principal Financial Group March 1989 - October 1996
Skills
Project Management, Project Planning, Facility Closures, Facility Relocation, Tenant Improvement..., Corporate Relocation, Vendor Management, Vendor Relationships, Contract Management, CAD, Budget Monitoring, Training, Construction Management, Team Building, Contract Negotiation
Education
Upper Iowa University 1989 — 1991
Bachelor of Science (BS), Business Management, 3.30
Hawkeye Community College 1984 — 1986
Associate of Arts (AA), Interior Design, 3.50
JLL March 2015 - Present
Jones Lang LaSalle September 2012 - March 2015
Wells Fargo Home Mortgage February 2011 - December 2011
Aviva Investors, NA February 2010 - March 2011
Wells Fargo Financial May 2006 - January 2010
Design4U Consulting, LLC. July 2002 - May 2006
Wells Fargo Home Mortgage May 1999 - July 2002
Pigott, Inc. October 1998 - May 1999
Corporate Express October 1996 - October 1998
Principal Financial Group March 1989 - October 1996
Skills
Project Management, Project Planning, Facility Closures, Facility Relocation, Tenant Improvement..., Corporate Relocation, Vendor Management, Vendor Relationships, Contract Management, CAD, Budget Monitoring, Training, Construction Management, Team Building, Contract Negotiation
Education
Upper Iowa University 1989 — 1991
Bachelor of Science (BS), Business Management, 3.30
Hawkeye Community College 1984 — 1986
Associate of Arts (AA), Interior Design, 3.50
Varghese Mathai's Principal Financial Group Experience August 2007 - September 2010
Job Scrum Master/Project Manager
Industry Information Technology and Services
Experience
M3BI LLC September 2015 - Present
Syntel October 2010 - September 2015
Principal Financial Group August 2007 - September 2010
SNS Technologies June 2005 - July 2007
Skills
Agile Testing, Scrum, Waterfall, Test Management, Rally, Quality Center, Test Planning, Manual Testing, System Testing, Test Strategy, HP Quality Center, Testing, Test Automation, Bugzilla, Defect Tracking, Quality Assurance, Requirements Analysis, Test Estimation, Test Cases, Software Quality..., User Acceptance Testing, SDLC, Functional Testing, Integration Testing, Regression Testing, Test Execution, Scaled agile, Agile Methodologies, SQL
Education
University of Pune 2002 — 2005
MCA, Computer Engineering, First Class
Gujarat University 1999 — 2002
B.Sc, Chemistry, First Class
M3BI LLC September 2015 - Present
Syntel October 2010 - September 2015
Principal Financial Group August 2007 - September 2010
SNS Technologies June 2005 - July 2007
Skills
Agile Testing, Scrum, Waterfall, Test Management, Rally, Quality Center, Test Planning, Manual Testing, System Testing, Test Strategy, HP Quality Center, Testing, Test Automation, Bugzilla, Defect Tracking, Quality Assurance, Requirements Analysis, Test Estimation, Test Cases, Software Quality..., User Acceptance Testing, SDLC, Functional Testing, Integration Testing, Regression Testing, Test Execution, Scaled agile, Agile Methodologies, SQL
Education
University of Pune 2002 — 2005
MCA, Computer Engineering, First Class
Gujarat University 1999 — 2002
B.Sc, Chemistry, First Class
Cindy Costello Cindy Costello's Principal Financial Group Experience September 1987 - November 1992
Job Original Sewing & Quilt Expo – Exhibits Manager
Industry Events Services
Experience
Original Sewing & Quilt Expo January 2013 - Present
MetroHealth Medical Center August 2010 - January 2013
VSM May 2007 - September 2009
International Sewing Machines / Viking Sewing Gallery November 1999 - April 2007
Principal Financial Group September 1987 - November 1992
Skills
Training, PowerPoint, Management, Customer Service, Microsoft Office, Editing, Sales, Event Planning, Retail, Public Speaking, Leadership, Budgets
Education
Harding University 1980 — 1984
BBA, Office Administration
Original Sewing & Quilt Expo January 2013 - Present
MetroHealth Medical Center August 2010 - January 2013
VSM May 2007 - September 2009
International Sewing Machines / Viking Sewing Gallery November 1999 - April 2007
Principal Financial Group September 1987 - November 1992
Skills
Training, PowerPoint, Management, Customer Service, Microsoft Office, Editing, Sales, Event Planning, Retail, Public Speaking, Leadership, Budgets
Education
Harding University 1980 — 1984
BBA, Office Administration
Eric Coborn Eric Coborn's Principal Financial Group Experience January 2006 - July 2007
Job Export Licensing and Compliance Specialist at Raytheon
Industry Defense & Space
Experience
Raytheon August 2014 - Present
Deluxe Corporation January 2012 - August 2014
International Decision Systems August 2011 - January 2012
International Decision Systems July 2009 - August 2011
Principal Financial Group January 2006 - July 2007
Skills
Contract Negotiation, Account Management, Financial Analysis, Contract Management, Financial Services, Enterprise Software, Process Improvement, Leadership, Sales Operations, Cross-functional Team..., Customer Service, Strategy
Education
Hamline University School of Law 2007 — 2011
Juris Doctorate, Law
University of Northern Iowa 2003 — 2005
Bachelor of Arts, Business Management
North Iowa Area Community College 2001 — 2003
Associate of Arts (AA)
Raytheon August 2014 - Present
Deluxe Corporation January 2012 - August 2014
International Decision Systems August 2011 - January 2012
International Decision Systems July 2009 - August 2011
Principal Financial Group January 2006 - July 2007
Skills
Contract Negotiation, Account Management, Financial Analysis, Contract Management, Financial Services, Enterprise Software, Process Improvement, Leadership, Sales Operations, Cross-functional Team..., Customer Service, Strategy
Education
Hamline University School of Law 2007 — 2011
Juris Doctorate, Law
University of Northern Iowa 2003 — 2005
Bachelor of Arts, Business Management
North Iowa Area Community College 2001 — 2003
Associate of Arts (AA)
Robert T. MacDonald, LUTCF, CLTC Robert T. MacDonald, LUTCF, CLTC's Principal Financial Group Experience October 2008 - Present
Job Princor Registered Representative/Financial Advisor
Industry Financial Services
Experience
Principal Financial Group October 2008 - Present
National Association of Insurance & Financial Advisors January 2003 - Present
Big Brothers and Sisters of Milwaukee March 2008 - October 2010
Farmers Insurance & Financial Services December 2000 - August 2008
Farmers Insurance June 1998 - December 2000
Farmers Insurance February 1995 - June 1998
Skills
Estate Planning, Mutual Funds, Charitable Giving, 401 (k), 403 (b), SEP &..., Annuities (Variable &..., Asset Allocation, Business Continuation..., Business Overhead..., Buy-Sell Agreements, Buy-Sell Review, College Funding..., Deferred Compensation..., Dental Insurance, Disability Income..., Executive Benefit..., Financial Needs Analysis, Income Protection, Informal Business..., IRAs (Traditional &..., Key Person Insurance, Long-Term Care Insurance, Pension Plans, Salary Continuation, Series 6, 7, 24..., Split Dollar Plans, Supplemental Retirement..., Survivor Income, Tax-Deferred Savings, Term Life Insurance, Universal Life Insurance, Wellness Programs, Wealth Accumulation, Whole Life Insurance
Education
Northern Illinois University 1993 — 1994
Bachelors of Arts, Business German and Translation
Ruprecht-Karls-Universität Heidelberg 1982 — 1984
Bachelor of Arts (B.A.), German Language & Translation
Principal Financial Group October 2008 - Present
National Association of Insurance & Financial Advisors January 2003 - Present
Big Brothers and Sisters of Milwaukee March 2008 - October 2010
Farmers Insurance & Financial Services December 2000 - August 2008
Farmers Insurance June 1998 - December 2000
Farmers Insurance February 1995 - June 1998
Skills
Estate Planning, Mutual Funds, Charitable Giving, 401 (k), 403 (b), SEP &..., Annuities (Variable &..., Asset Allocation, Business Continuation..., Business Overhead..., Buy-Sell Agreements, Buy-Sell Review, College Funding..., Deferred Compensation..., Dental Insurance, Disability Income..., Executive Benefit..., Financial Needs Analysis, Income Protection, Informal Business..., IRAs (Traditional &..., Key Person Insurance, Long-Term Care Insurance, Pension Plans, Salary Continuation, Series 6, 7, 24..., Split Dollar Plans, Supplemental Retirement..., Survivor Income, Tax-Deferred Savings, Term Life Insurance, Universal Life Insurance, Wellness Programs, Wealth Accumulation, Whole Life Insurance
Education
Northern Illinois University 1993 — 1994
Bachelors of Arts, Business German and Translation
Ruprecht-Karls-Universität Heidelberg 1982 — 1984
Bachelor of Arts (B.A.), German Language & Translation
Frenesa K. Hall, MD Frenesa K. Hall, MD's Principal Financial Group Experience April 2015 - Present
Job Medical Director at Principal Financial Group
Industry Health, Wellness and Fitness
Experience
Principal Financial Group April 2015 - Present
Unicity International 2013 - Present
Mobile-Medicine.Net March 2003 - Present
Your Aging Parent's Health Record Organizing System January 2009 - Present
Lincoln Financial Group September 2010 - April 2014
Metametrix Clinical Laboratory January 2008 - August 2011
Your Day, ETC (Extraordinary Transformation Center) August 2008 - January 2010
In Room MD March 2005 - January 2010
Metametrix Clinical Laboratory 2008 - 2010
Metametrix Clinical Laboratory 2008 - 2010
Skills
Functional Medicine, Wellness, Nutrition, Nutritional Counseling, Healthcare, Wellbeing, Fitness, Clinical Research, Supplements, Treatment, Wellness Coaching, Training, Public Speaking, Holistic Health, Weight, Lifestyle, Medicine, Coaching, Healing, Alternative Medicine, Pain Management, Personal Development, Stress Management, Consulting, Hospitals, Medical Education, Entrepreneurship, Health Education, Corporations, Psychotherapy, Small Business, Health Promotion, Management
Education
University of North Carolina at Chapel Hill School of Medicine 1984 — 1988
MD
Harvard University 1979 — 1983
BA, biology, pre-med
Principal Financial Group April 2015 - Present
Unicity International 2013 - Present
Mobile-Medicine.Net March 2003 - Present
Your Aging Parent's Health Record Organizing System January 2009 - Present
Lincoln Financial Group September 2010 - April 2014
Metametrix Clinical Laboratory January 2008 - August 2011
Your Day, ETC (Extraordinary Transformation Center) August 2008 - January 2010
In Room MD March 2005 - January 2010
Metametrix Clinical Laboratory 2008 - 2010
Metametrix Clinical Laboratory 2008 - 2010
Skills
Functional Medicine, Wellness, Nutrition, Nutritional Counseling, Healthcare, Wellbeing, Fitness, Clinical Research, Supplements, Treatment, Wellness Coaching, Training, Public Speaking, Holistic Health, Weight, Lifestyle, Medicine, Coaching, Healing, Alternative Medicine, Pain Management, Personal Development, Stress Management, Consulting, Hospitals, Medical Education, Entrepreneurship, Health Education, Corporations, Psychotherapy, Small Business, Health Promotion, Management
Education
University of North Carolina at Chapel Hill School of Medicine 1984 — 1988
MD
Harvard University 1979 — 1983
BA, biology, pre-med
Sami Sanger Sami Sanger's Principal Financial Group Experience December 2010 - June 2012
Job Realtor at Coldwell Banker MidAmerica Group, REALTORS
Industry Real Estate
Experience
Coldwell Banker Mid-America Group, REALTORS October 2012 - Present
Samantha's Cakery August 2010 - January 2015
Principal Financial Group December 2010 - June 2012
Farm Bureau Financial Services January 2009 - December 2010
Principal Financial Group February 2006 - January 2009
Koch Enterprises October 2003 - November 2005
Source Interlink March 2003 - May 2004
Skills
Journal Entries, Accounting, Financial Analysis, Account Reconciliation, Bank Reconciliation, PeopleSoft, Expenses, Real Estate, Investment Properties, Corporate Tax, Finance, General Ledger, Small Business, Accounts Payable, Selling, Negotiation, Financial Reporting, First Time Home Buyers, Seller Representation, Buyer Representation, Contract Negotiation, Sales, Customer Service, Microsoft Excel, Financial Statements, Auditing, New Business Development, Microsoft Word, Account Management, Bookkeeping, Customer Satisfaction, Inventory Management, Investments, Marketing Strategy, Microsoft Office, Team Building, Team Leadership, Competitive Analysis, Sales Management, Business Development, Operations Management, Social Media Marketing, Real Estate Transactions
Education
Grand View College 1999 — 2001
BA, Accounting and Business Administration
Saydel High School 1993 — 1997
Diploma
Coldwell Banker Mid-America Group, REALTORS October 2012 - Present
Samantha's Cakery August 2010 - January 2015
Principal Financial Group December 2010 - June 2012
Farm Bureau Financial Services January 2009 - December 2010
Principal Financial Group February 2006 - January 2009
Koch Enterprises October 2003 - November 2005
Source Interlink March 2003 - May 2004
Skills
Journal Entries, Accounting, Financial Analysis, Account Reconciliation, Bank Reconciliation, PeopleSoft, Expenses, Real Estate, Investment Properties, Corporate Tax, Finance, General Ledger, Small Business, Accounts Payable, Selling, Negotiation, Financial Reporting, First Time Home Buyers, Seller Representation, Buyer Representation, Contract Negotiation, Sales, Customer Service, Microsoft Excel, Financial Statements, Auditing, New Business Development, Microsoft Word, Account Management, Bookkeeping, Customer Satisfaction, Inventory Management, Investments, Marketing Strategy, Microsoft Office, Team Building, Team Leadership, Competitive Analysis, Sales Management, Business Development, Operations Management, Social Media Marketing, Real Estate Transactions
Education
Grand View College 1999 — 2001
BA, Accounting and Business Administration
Saydel High School 1993 — 1997
Diploma
Brian Mezey Brian Mezey's Principal Financial Group Experience June 2001 - June 2003
Job Managing Director at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group December 2011 - Present
E&M Consulting of Raymond James & Associates February 2006 - December 2011
McDonald Financial Group June 2003 - February 2006
Principal Financial Group June 2001 - June 2003
Skills
Retirement Plan..., 401k, Mutual Funds, Retirement Planning, Retirement, Pensions
Education
Grove City College
BS, Business
MassMutual Financial Group December 2011 - Present
E&M Consulting of Raymond James & Associates February 2006 - December 2011
McDonald Financial Group June 2003 - February 2006
Principal Financial Group June 2001 - June 2003
Skills
Retirement Plan..., 401k, Mutual Funds, Retirement Planning, Retirement, Pensions
Education
Grove City College
BS, Business
Karin Wiberg's Principal Financial Group Experience 2005 - 2006
Job Business Strategist, Coach & Writer
Industry Management Consulting
Experience
Clear Sight Consulting LLC 2010 - Present
Raleigh Review 2013 - Present
American Institute of Certified Public Accountants (AICPA) 2007 - 2009
Principal Financial Group 2005 - 2006
Principal Financial Group 2002 - 2005
Principal Financial Group 1999 - 2002
Principal Financial Group 1996 - 1999
Skills
Strategic Planning, Business Strategy, Strategic Financial..., Financial Modeling, Business Coaching, Executive Development, Executive Coaching, Writing, Creative Writing, Report Writing, Proposal Writing, Technical Writing, Performance Management, Performance Improvement, Key Performance..., Performance Metrics, Process Improvement, Analysis, Problem Solving, Project Management, Project Planning, Business Analysis, Quality Assurance, Software Quality..., Team Facilitation, Resolving Issues, Creative Solutions, Creativity, Innovation, Cost Benefit, Expense Management, Training, Organizational..., Organizational Design, Market Research, Research, Collaboration, Management, Leadership Development, Coaching, Management Consulting, Change Management
Education
University of Iowa - Henry B. Tippie College of Business
MBA
Gustavus Adolphus College
BA
North Carolina State University
Clear Sight Consulting LLC 2010 - Present
Raleigh Review 2013 - Present
American Institute of Certified Public Accountants (AICPA) 2007 - 2009
Principal Financial Group 2005 - 2006
Principal Financial Group 2002 - 2005
Principal Financial Group 1999 - 2002
Principal Financial Group 1996 - 1999
Skills
Strategic Planning, Business Strategy, Strategic Financial..., Financial Modeling, Business Coaching, Executive Development, Executive Coaching, Writing, Creative Writing, Report Writing, Proposal Writing, Technical Writing, Performance Management, Performance Improvement, Key Performance..., Performance Metrics, Process Improvement, Analysis, Problem Solving, Project Management, Project Planning, Business Analysis, Quality Assurance, Software Quality..., Team Facilitation, Resolving Issues, Creative Solutions, Creativity, Innovation, Cost Benefit, Expense Management, Training, Organizational..., Organizational Design, Market Research, Research, Collaboration, Management, Leadership Development, Coaching, Management Consulting, Change Management
Education
University of Iowa - Henry B. Tippie College of Business
MBA
Gustavus Adolphus College
BA
North Carolina State University
Micki Telgenhoff Micki Telgenhoff's Principal Financial Group Experience April 2011 - Present
Job Administrative Coordinator at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group April 2011 - Present
Principal Financial Group February 2010 - April 2011
Coe College January 2008 - June 2009
Atlas Family and Nelson Chiropractic Hiawatha April 2006 - December 2007
Yellow Book Cedar Rapids July 2004 - April 2006
Signal Ridge Dental Cedar Rapids July 1989 - January 2004
Education
Mott Community College 1984 — 1987
Gadsden State Community College 1977 — 1979
United States Army 1976 — 1977
Certificate
Hamilton College
Principal Financial Group April 2011 - Present
Principal Financial Group February 2010 - April 2011
Coe College January 2008 - June 2009
Atlas Family and Nelson Chiropractic Hiawatha April 2006 - December 2007
Yellow Book Cedar Rapids July 2004 - April 2006
Signal Ridge Dental Cedar Rapids July 1989 - January 2004
Education
Mott Community College 1984 — 1987
Gadsden State Community College 1977 — 1979
United States Army 1976 — 1977
Certificate
Hamilton College
Vickie Rappe's Principal Financial Group Experience 1999 - 2009
Job CSR at Delta Dental of Iowa
Industry Photography
Experience
Delta Dental of Iowa April 2015 - Present
Vickie J. Rappe Photography May 2000 - Present
HMS September 2012 - April 2015
Principal Financial Group 1999 - 2009
Iowa Farm Bureau Federation 1990 - 1998
United States Army National Guard January 1986 - January 1992
Skills
Photography, Event Photography, Portrait Photography, Photos, Image Editing, Commercial Photography, Digital Photography, Photojournalism, Landscape Photography, Studio Photography, Fine Art Photography, Macro Photography, Photographic Printing, Social Media, Photo Management, Corporate Communications, Marketing Communications, Public Speaking, Photoshop, Digital Archiving, Image Archiving, Photo Realistic..., Mobile Communications, Publications Production, Business Performance..., Visual Merchandising, Retail, Customer Service, Customer Relations, Customer Support, Health Insurance, Dental Insurance
Education
Hawkeye Community College
AA, Photography
Nashua High School
Delta Dental of Iowa April 2015 - Present
Vickie J. Rappe Photography May 2000 - Present
HMS September 2012 - April 2015
Principal Financial Group 1999 - 2009
Iowa Farm Bureau Federation 1990 - 1998
United States Army National Guard January 1986 - January 1992
Skills
Photography, Event Photography, Portrait Photography, Photos, Image Editing, Commercial Photography, Digital Photography, Photojournalism, Landscape Photography, Studio Photography, Fine Art Photography, Macro Photography, Photographic Printing, Social Media, Photo Management, Corporate Communications, Marketing Communications, Public Speaking, Photoshop, Digital Archiving, Image Archiving, Photo Realistic..., Mobile Communications, Publications Production, Business Performance..., Visual Merchandising, Retail, Customer Service, Customer Relations, Customer Support, Health Insurance, Dental Insurance
Education
Hawkeye Community College
AA, Photography
Nashua High School
Todd Anania Todd Anania's Principal Financial Group Experience June 1995 - Present
Job Princor Registered Representative/Financial Advisor
Industry Financial Services
Experience
Principal Financial Group June 1995 - Present
NIS Financial Services/Ozark National Life 1989 - 1995
Cornhusker Press/Dutton Lainson Company 1986 - 1989
Skills
Disability Insurance, Asset Allocation, 401(k), 403 (b), SEP, &..., Annuities (Variable &..., Business Continuation..., Business Overhead..., Buy-Sell Review, Buy-Sell Agreements, Charitable Giving, College Funding..., Deferred Compensation..., Dental Insurance, Disability Income..., Estate Planning, Executive Benefit..., Financial Needs Analysis, Income Protection, Informal Business..., IRAs (Traditional &Roth), Key Person Insurance, Long-Term Care ..., Mutual Funds, Pension Plans, Salary Continuation, Split Dollar Plans, Supplemental Retirement..., Survivor Income, Tax-Deferred Savings, Term Life Insurance, Universal Life Insurance, Wealth Accumulation, Financial Risk, Strategic Planning, Financial Advisory, Strategic Financial..., Universal Life, Financial Services, Insurance, Securities, Life Insurance, Buy-sell Agreements, IRAs, Fixed Annuities, Long Term Care Insurance, Retirement Planning, 401k, Employee Benefits
Education
Hastings College 1980 — 1985
Business Administration and Finance
Principal Financial Group June 1995 - Present
NIS Financial Services/Ozark National Life 1989 - 1995
Cornhusker Press/Dutton Lainson Company 1986 - 1989
Skills
Disability Insurance, Asset Allocation, 401(k), 403 (b), SEP, &..., Annuities (Variable &..., Business Continuation..., Business Overhead..., Buy-Sell Review, Buy-Sell Agreements, Charitable Giving, College Funding..., Deferred Compensation..., Dental Insurance, Disability Income..., Estate Planning, Executive Benefit..., Financial Needs Analysis, Income Protection, Informal Business..., IRAs (Traditional &Roth), Key Person Insurance, Long-Term Care ..., Mutual Funds, Pension Plans, Salary Continuation, Split Dollar Plans, Supplemental Retirement..., Survivor Income, Tax-Deferred Savings, Term Life Insurance, Universal Life Insurance, Wealth Accumulation, Financial Risk, Strategic Planning, Financial Advisory, Strategic Financial..., Universal Life, Financial Services, Insurance, Securities, Life Insurance, Buy-sell Agreements, IRAs, Fixed Annuities, Long Term Care Insurance, Retirement Planning, 401k, Employee Benefits
Education
Hastings College 1980 — 1985
Business Administration and Finance
Sherry Gupta Sherry Gupta's Principal Financial Group Experience 1992 - 1999
Job Executive Director, CultureALL
Industry Nonprofit Organization Management
Experience
CultureALL 2005 - Present
Principal Financial Group 1992 - 1999
Skills
Social Entrepreneurship, Volunteer Management, Grant Writing, Non-profits, Fundraising, Community Outreach, Event Planning, Public Speaking, Board Development, Community Development, Leadership Development, Program Evaluation, Education, Public Relations, Program Development, Nonprofits, Leadership, Editing, Higher Education, Training, Research, Philanthropy, Event Management, Workshop Facilitation, Public Policy, Community Organizing, Policy Analysis, Non-profit..., Economic Development, Coalitions, Grassroots Organizing, Proposal Writing, Annual Giving, Policy, Youth Development, Grants, Strategic Communications, Staff Development, Newsletters, Community Engagement, Volunteer Training, Legislative Relations, Organizational..., Conflict Resolution, Volunteer Recruiting, Media Relations, International Relations, Social Services
Education
Grinnell College 1984 — 1988
Bachelor's, Anthropology
Grinnell High School
CultureALL 2005 - Present
Principal Financial Group 1992 - 1999
Skills
Social Entrepreneurship, Volunteer Management, Grant Writing, Non-profits, Fundraising, Community Outreach, Event Planning, Public Speaking, Board Development, Community Development, Leadership Development, Program Evaluation, Education, Public Relations, Program Development, Nonprofits, Leadership, Editing, Higher Education, Training, Research, Philanthropy, Event Management, Workshop Facilitation, Public Policy, Community Organizing, Policy Analysis, Non-profit..., Economic Development, Coalitions, Grassroots Organizing, Proposal Writing, Annual Giving, Policy, Youth Development, Grants, Strategic Communications, Staff Development, Newsletters, Community Engagement, Volunteer Training, Legislative Relations, Organizational..., Conflict Resolution, Volunteer Recruiting, Media Relations, International Relations, Social Services
Education
Grinnell College 1984 — 1988
Bachelor's, Anthropology
Grinnell High School
Joseph H. Borchers Joseph H. Borchers's Principal Financial Group Experience April 2013 - June 2015
Job Retirement & Health Insurance Planning
Industry Financial Services
Experience
Premium Planning Group January 1990 - Present
Principal Financial Group April 2013 - June 2015
Merrill Lynch 1989 - 1990
Skills
401(k), 403(b), SEP and..., Annuities (Variable &..., Asset Allocation, Business Continuation..., Business Overhead..., Buy-Sell Agreements, Buy-Sell Review, Charitable Giving, College Funding..., Deferred Compensation..., Dental Insurance, Disability Income..., Estate Planning, Executive Benefits..., Financial Needs Analysis, Income Protection, IRAs (Traditional &..., Key Person Insurance, Long-Term Care Insurance, Mutual Funds, Pension Plans, Salary Continuation, Series 6 & 63..., Split Dollar Plans, Supplemental Retirement..., Survivor Income, Tax-Deferred Savings, Universal Life Insurance, Wealth Accumulation, Term Life Insurance, Whole Life Insurance, Informal Business...
Education
Hofstra University 1984 — 1988
BBA, Finance & Real Estate
Premium Planning Group January 1990 - Present
Principal Financial Group April 2013 - June 2015
Merrill Lynch 1989 - 1990
Skills
401(k), 403(b), SEP and..., Annuities (Variable &..., Asset Allocation, Business Continuation..., Business Overhead..., Buy-Sell Agreements, Buy-Sell Review, Charitable Giving, College Funding..., Deferred Compensation..., Dental Insurance, Disability Income..., Estate Planning, Executive Benefits..., Financial Needs Analysis, Income Protection, IRAs (Traditional &..., Key Person Insurance, Long-Term Care Insurance, Mutual Funds, Pension Plans, Salary Continuation, Series 6 & 63..., Split Dollar Plans, Supplemental Retirement..., Survivor Income, Tax-Deferred Savings, Universal Life Insurance, Wealth Accumulation, Term Life Insurance, Whole Life Insurance, Informal Business...
Education
Hofstra University 1984 — 1988
BBA, Finance & Real Estate
Hannah Tighe's Principal Financial Group Experience July 2014 - Present
Job New Business Account Coordinator at Principal Financial Group
Industry Insurance
Experience
Principal Financial Group July 2014 - Present
Stella & Dot September 2011 - Present
Nationwide Insurance January 2014 - April 2014
John Deere January 2012 - December 2013
ASPIRE Therapeutic Riding Program May 2013 - July 2013
Brogan Family 2011 - 2012
Germany August 2007 - July 2008
Skills
Microsoft Office, Public Relations, Social Networking, Public Speaking, Event Planning, PowerPoint, Microsoft Word, Outlook, Customer Service, Time Management, Microsoft Excel, Social Media, Creativity, Social Skills, People-oriented, Jewelry, Microsoft Publisher, Writing, Lotus Notes, Claim Investigation, Claims Handling, Commercial Insurance, Property & Casualty..., General Insurance, Nonprofits, Facebook, Creative Writing, Teamwork, Blogging, Employee Benefits
Education
University of Northern Iowa 2011 — 2013
Bachelor's degree, Public Relations/Image Management, Junior
Hawkeye Community College 2010 — 2011
Associate of Arts and Sciences (A.A.S.), Liberal Arts and Sciences/Liberal Studies
Hawkeye Community College 2008 — 2010
Associate's degree, Early Childhood Education and Teaching
Indianola High School 2004 — 2007
High School, General Studies
Principal Financial Group July 2014 - Present
Stella & Dot September 2011 - Present
Nationwide Insurance January 2014 - April 2014
John Deere January 2012 - December 2013
ASPIRE Therapeutic Riding Program May 2013 - July 2013
Brogan Family 2011 - 2012
Germany August 2007 - July 2008
Skills
Microsoft Office, Public Relations, Social Networking, Public Speaking, Event Planning, PowerPoint, Microsoft Word, Outlook, Customer Service, Time Management, Microsoft Excel, Social Media, Creativity, Social Skills, People-oriented, Jewelry, Microsoft Publisher, Writing, Lotus Notes, Claim Investigation, Claims Handling, Commercial Insurance, Property & Casualty..., General Insurance, Nonprofits, Facebook, Creative Writing, Teamwork, Blogging, Employee Benefits
Education
University of Northern Iowa 2011 — 2013
Bachelor's degree, Public Relations/Image Management, Junior
Hawkeye Community College 2010 — 2011
Associate of Arts and Sciences (A.A.S.), Liberal Arts and Sciences/Liberal Studies
Hawkeye Community College 2008 — 2010
Associate's degree, Early Childhood Education and Teaching
Indianola High School 2004 — 2007
High School, General Studies
Paul Michlik's Principal Financial Group Experience September 2015 - Present
Job Financial Advisor at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group September 2015 - Present
Penn Mutual February 2013 - June 2014
SXO Music September 2007 - September 2013
Wells Fargo December 2011 - February 2013
Guitar Center April 2004 - September 2007
Skills
Social Networking, Social Media, Marketing, Music, Event Planning, Event Management, Customer Service, Small Business, Social Media Marketing, Advertising, Online Marketing, Sales, Online Advertising, Marketing Strategy, Microsoft Office, Leadership, Public Speaking, Training, New Business Development, Recording, Budgets, Public Relations, SEO, Promotions, Customer Relations, Tour Booking, Graphic Design, Team Building, Sound, Video, Creative Writing, Strategic Planning, Fundraising, Marketing Communications, Market Research, Management, Photoshop, Sales Management, Budgeting, Coaching, Account Management, Time Management, Insurance, Business Development, Risk Management, Retirement Planning, Investment Strategies, Disability Insurance, 401k, IRAs
Education
The American College 2013 — 2015
Life Underwriter Training Council Fellow (LUTCF), Insurance
Highline Community College 2002 — 2003
Environmental Science
King County AFL-CIO 2009 — 2010
Internship, Political Communication
Mirror Sound Studios 2004 — 2005
Internship, Recording Arts Technology/Technician
Principal Financial Group September 2015 - Present
Penn Mutual February 2013 - June 2014
SXO Music September 2007 - September 2013
Wells Fargo December 2011 - February 2013
Guitar Center April 2004 - September 2007
Skills
Social Networking, Social Media, Marketing, Music, Event Planning, Event Management, Customer Service, Small Business, Social Media Marketing, Advertising, Online Marketing, Sales, Online Advertising, Marketing Strategy, Microsoft Office, Leadership, Public Speaking, Training, New Business Development, Recording, Budgets, Public Relations, SEO, Promotions, Customer Relations, Tour Booking, Graphic Design, Team Building, Sound, Video, Creative Writing, Strategic Planning, Fundraising, Marketing Communications, Market Research, Management, Photoshop, Sales Management, Budgeting, Coaching, Account Management, Time Management, Insurance, Business Development, Risk Management, Retirement Planning, Investment Strategies, Disability Insurance, 401k, IRAs
Education
The American College 2013 — 2015
Life Underwriter Training Council Fellow (LUTCF), Insurance
Highline Community College 2002 — 2003
Environmental Science
King County AFL-CIO 2009 — 2010
Internship, Political Communication
Mirror Sound Studios 2004 — 2005
Internship, Recording Arts Technology/Technician
Preston Young's Principal Financial Group Experience December 2014 - Present
Job Director of Youth Programs
Industry Program Development
Experience
Freedom for Youth July 2015 - Present
Principal Financial Group December 2014 - Present
Principal Financial Group July 2011 - Present
Skills
Series 7, Retirement Planning, Retirement, 401k, Fixed Annuities, Training, Coaching, Series 24, Mutual Funds, Insurance, Life Insurance, Asset Allocation, Disability Insurance, FINRA, Variable Annuities, IRAs, Sales, Income Protection, Instructor-led Training, Qualified Retirement..., Financial Services, 401k Rollovers, Securities, Employee Training
Education
Grand View College 2002 — 2004
Bachelor of Arts, Business Administration
Freedom for Youth July 2015 - Present
Principal Financial Group December 2014 - Present
Principal Financial Group July 2011 - Present
Skills
Series 7, Retirement Planning, Retirement, 401k, Fixed Annuities, Training, Coaching, Series 24, Mutual Funds, Insurance, Life Insurance, Asset Allocation, Disability Insurance, FINRA, Variable Annuities, IRAs, Sales, Income Protection, Instructor-led Training, Qualified Retirement..., Financial Services, 401k Rollovers, Securities, Employee Training
Education
Grand View College 2002 — 2004
Bachelor of Arts, Business Administration
Rejeana Otte Rejeana Otte's Principal Financial Group Experience August 2005 - July 2009
Job Freelance Writer/Editor/Proofreader
Industry Writing and Editing
Experience
Self-employed September 2012 - Present
Prose Media May 2013 - Present
PR Brigade February 2013 - Present
NCMIC July 2009 - September 2012
Principal Financial Group August 2005 - July 2009
Skills
Writing, Editing, Technical Writing, Proofreading, Research, Compliance, Marketing, Recruiting, Insurance, Microsoft Office, Adobe Professional, Social Media, Marketing Communications, Corporate Communications, Employee Benefits, Blogging, Public Speaking, Web Content
Education
Utah State University 2011 — 2012
Master of Science (M.S.), English - Technical Writing
Hannibal-Lagrange College 2000 — 2002
Bachelor of Arts (B.A.), Communications
Self-employed September 2012 - Present
Prose Media May 2013 - Present
PR Brigade February 2013 - Present
NCMIC July 2009 - September 2012
Principal Financial Group August 2005 - July 2009
Skills
Writing, Editing, Technical Writing, Proofreading, Research, Compliance, Marketing, Recruiting, Insurance, Microsoft Office, Adobe Professional, Social Media, Marketing Communications, Corporate Communications, Employee Benefits, Blogging, Public Speaking, Web Content
Education
Utah State University 2011 — 2012
Master of Science (M.S.), English - Technical Writing
Hannibal-Lagrange College 2000 — 2002
Bachelor of Arts (B.A.), Communications
Scott Gass's Principal Financial Group Experience January 2006 - April 2013
Job IBM Systems Storage Software Technical Sales Specialist
Industry Computer Software
Experience
IBM April 2013 - Present
Principal Financial Group January 2006 - April 2013
Principal Financial Group October 2004 - January 2005
Principal Financial Group August 2001 - October 2004
Principal Financial Group January 2000 - August 2001
Skills
SharePoint, Visio, SQL, Business Analysis, Requirements Analysis, Requirements Gathering, Microsoft SQL Server, Business Requirements, Systems Analysis, Business Intelligence, Vendor Management, Solution Selling
Education
Hamilton Technical College 2002 — 2004
Associates of Applied Science, Computer Information Systems
IBM April 2013 - Present
Principal Financial Group January 2006 - April 2013
Principal Financial Group October 2004 - January 2005
Principal Financial Group August 2001 - October 2004
Principal Financial Group January 2000 - August 2001
Skills
SharePoint, Visio, SQL, Business Analysis, Requirements Analysis, Requirements Gathering, Microsoft SQL Server, Business Requirements, Systems Analysis, Business Intelligence, Vendor Management, Solution Selling
Education
Hamilton Technical College 2002 — 2004
Associates of Applied Science, Computer Information Systems
Linda Tapia's Principal Financial Group Experience June 2012 - December 2012
Job Underwriting at XL Catlin
Industry Insurance
Experience
XL Catlin December 2012 - Present
Principal Financial Group June 2012 - December 2012
Liberty Mutual Insurance December 2006 - June 2012
Reliance Standard August 2005 - December 2006
San Francisco NASPP Chapter August 2004 - August 2005
Skills
Employee Benefits, Sales, Microsoft Excel, PowerPoint, Microsoft Word, Management, Spanish-speaking, Relationship Building, Project Coordination, Program Management, Consultative Selling, New Business Development, Brokers, Insurance, Underwriting, Property & Casualty..., Health Insurance, Life Insurance, Commercial Insurance, Term Life Insurance
Education
Heald College
Associate of Arts (AA), Computer Business Administration
University of Phoenix
Bachelor's Degree, Business Management
XL Catlin December 2012 - Present
Principal Financial Group June 2012 - December 2012
Liberty Mutual Insurance December 2006 - June 2012
Reliance Standard August 2005 - December 2006
San Francisco NASPP Chapter August 2004 - August 2005
Skills
Employee Benefits, Sales, Microsoft Excel, PowerPoint, Microsoft Word, Management, Spanish-speaking, Relationship Building, Project Coordination, Program Management, Consultative Selling, New Business Development, Brokers, Insurance, Underwriting, Property & Casualty..., Health Insurance, Life Insurance, Commercial Insurance, Term Life Insurance
Education
Heald College
Associate of Arts (AA), Computer Business Administration
University of Phoenix
Bachelor's Degree, Business Management
Ron Deterding, PHIAS, PAHM Ron Deterding, PHIAS, PAHM's Principal Financial Group Experience February 1993 - January 1998
Job Vice President at CBIZ Benefits & Insurance Services, Inc.
Industry Insurance
Experience
CBIZ August 2011 - Present
Multiple Benefit Services, Inc. May 2004 - July 2011
First Administrators, Inc. February 1998 - February 2004
Ultimate Entertainment, Inc. August 1999 - December 2000
Principal Financial Group February 1993 - January 1998
Skills
Employee Benefits, Underwriting, Risk Management, Human Resources, Mergers, Finance, Budgets, Benchmarking, Conflict Resolution, Business Operations, Crisis Management, Acquisitions, Divestitures, Predictive Modeling, Stop Loss, Mergers & Acquisitions, Health Insurance, Insurance, Life Insurance, Program Management, Health Savings Accounts, Strategic Planning, Leadership, Financial Analysis, Term Life Insurance, Disability Insurance, Forecasting, Management, Brokers, Sales, COBRA, 401k, Health Care Reform, Claim
Education
Upper Iowa University
MBA, Corporate Financial Management
Grand View College
BA, Business Administration, Economics
CBIZ August 2011 - Present
Multiple Benefit Services, Inc. May 2004 - July 2011
First Administrators, Inc. February 1998 - February 2004
Ultimate Entertainment, Inc. August 1999 - December 2000
Principal Financial Group February 1993 - January 1998
Skills
Employee Benefits, Underwriting, Risk Management, Human Resources, Mergers, Finance, Budgets, Benchmarking, Conflict Resolution, Business Operations, Crisis Management, Acquisitions, Divestitures, Predictive Modeling, Stop Loss, Mergers & Acquisitions, Health Insurance, Insurance, Life Insurance, Program Management, Health Savings Accounts, Strategic Planning, Leadership, Financial Analysis, Term Life Insurance, Disability Insurance, Forecasting, Management, Brokers, Sales, COBRA, 401k, Health Care Reform, Claim
Education
Upper Iowa University
MBA, Corporate Financial Management
Grand View College
BA, Business Administration, Economics
Jordan Bridwell Jordan Bridwell's Principal Financial Group Experience July 2013 - Present
Job Client Transaction Specialist at Principal Financial
Industry Financial Services
Experience
Principal Financial Group July 2013 - Present
HCL Technologies USAA Investment Company July 2011 - July 2013
ACS/ AT&T CALA Team July 2009 - July 2011
TeleTech, UPS Call Center March 2005 - June 2009
Skills
Requirements Analysis, SDLC, Process Improvement, Management, Microsoft SQL Server, Pre-sales, Software Project..., Program Management, Vendor Management, ITIL, Business Analysis, Security, Project Management, Training, SharePoint, Quality Assurance, Data Center, Service Delivery, Analysis, Integration
Education
Franklin University 2013 — 2015
Bachelor's degree, Financial Management, 4.0
Greenville Technical College 2010 — 2012
Financial Management, 3.21
Principal Financial Group July 2013 - Present
HCL Technologies USAA Investment Company July 2011 - July 2013
ACS/ AT&T CALA Team July 2009 - July 2011
TeleTech, UPS Call Center March 2005 - June 2009
Skills
Requirements Analysis, SDLC, Process Improvement, Management, Microsoft SQL Server, Pre-sales, Software Project..., Program Management, Vendor Management, ITIL, Business Analysis, Security, Project Management, Training, SharePoint, Quality Assurance, Data Center, Service Delivery, Analysis, Integration
Education
Franklin University 2013 — 2015
Bachelor's degree, Financial Management, 4.0
Greenville Technical College 2010 — 2012
Financial Management, 3.21
Tinh Vu's Principal Financial Group Experience April 2014 - October 2014
Job Financial Advisor
Industry Financial Services
Experience
Pacific Capital Resource Group November 2014 - Present
Principal Financial Group April 2014 - October 2014
West Coast Tax & Accounting September 2010 - May 2014
Open Doors for Multicultural Families June 2012 - August 2013
Vietnamese Friendship Association July 2010 - June 2012
Skills
Estate Planning, Asset Allocation, Financial Needs Analysis, Business Continuity..., Mutual Funds, Buy-sell Agreements, Income Protection, IRAs, informal business..., Pension Plans, Business Overhead..., Executive Benefit..., Split Dollar Plans, Variable Annuities, Wealth Accumulation, Deferred Compensation, College Funding..., Long-term Care Insurance, Universal Life Insurance
Education
Seattle University
Bachelor's Degree, Economics/Finance
Green River Community College
Associate's Degree, General Business
Pacific Capital Resource Group November 2014 - Present
Principal Financial Group April 2014 - October 2014
West Coast Tax & Accounting September 2010 - May 2014
Open Doors for Multicultural Families June 2012 - August 2013
Vietnamese Friendship Association July 2010 - June 2012
Skills
Estate Planning, Asset Allocation, Financial Needs Analysis, Business Continuity..., Mutual Funds, Buy-sell Agreements, Income Protection, IRAs, informal business..., Pension Plans, Business Overhead..., Executive Benefit..., Split Dollar Plans, Variable Annuities, Wealth Accumulation, Deferred Compensation, College Funding..., Long-term Care Insurance, Universal Life Insurance
Education
Seattle University
Bachelor's Degree, Economics/Finance
Green River Community College
Associate's Degree, General Business
Tyler Reicks Tyler Reicks's Principal Financial Group Experience May 2015 - August 2015
Job iOS Developer at TyRy Apps
Industry Computer Software
Experience
TyRy Apps April 2015 - Present
Grand View University March 2013 - Present
Principal Financial Group May 2015 - August 2015
Grand View University January 2015 - May 2015
Principal Financial Group May 2014 - August 2014
Grand View University January 2013 - August 2014
Best Buy November 2012 - August 2013
Principal Financial Group May 2013 - May 2013
Skills
iOS Development, Web Development, Java, Eclipse, JIRA, Teamwork, Outlook, Customer Service, Time Management, Microsoft Office, Microsoft Word, PowerPoint, Public Speaking, Microsoft Excel, Leadership, Research, Windows, Google Docs, iMovie, Social Media
Education
Grand View College 2012 — 2016
Bachelor of Arts (B.A.), Computer Science, Senior
Van Meter High School 1999 — 2012
High School Diploma, High School/Secondary Diplomas and Certificates
TyRy Apps April 2015 - Present
Grand View University March 2013 - Present
Principal Financial Group May 2015 - August 2015
Grand View University January 2015 - May 2015
Principal Financial Group May 2014 - August 2014
Grand View University January 2013 - August 2014
Best Buy November 2012 - August 2013
Principal Financial Group May 2013 - May 2013
Skills
iOS Development, Web Development, Java, Eclipse, JIRA, Teamwork, Outlook, Customer Service, Time Management, Microsoft Office, Microsoft Word, PowerPoint, Public Speaking, Microsoft Excel, Leadership, Research, Windows, Google Docs, iMovie, Social Media
Education
Grand View College 2012 — 2016
Bachelor of Arts (B.A.), Computer Science, Senior
Van Meter High School 1999 — 2012
High School Diploma, High School/Secondary Diplomas and Certificates
Kay Georgiana Kay Georgiana's Principal Financial Group Experience November 1986 - Present
Job Senior Financial Representative at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group November 1986 - Present
Audio Visions July 1978 - September 1986
Trumbull Consolidated Schools August 1973 - May 1977
Skills
Life Insurance, Investments, Wealth Accumulation, Retirement Planning, 401k, Asset Allocation, Fixed Annuities, College Savings Plans, Retirement, Mutual Funds, Goal Setting, Financial Analysis, Disability Insurance, IRAs, Strategic Financial...
Education
The Institute of Business and Finance 2000 — 2005
Master of Science in Financial Services, Finance and Financial Management Services
FINRA 1986 — 1987
Series 6, Investments and Securities
Hastings College 1970 — 1973
Bachelor's degree, Music Teacher Education
Central City Nebraska 1966 — 1970
High School, College Preparatory
Principal Financial Group November 1986 - Present
Audio Visions July 1978 - September 1986
Trumbull Consolidated Schools August 1973 - May 1977
Skills
Life Insurance, Investments, Wealth Accumulation, Retirement Planning, 401k, Asset Allocation, Fixed Annuities, College Savings Plans, Retirement, Mutual Funds, Goal Setting, Financial Analysis, Disability Insurance, IRAs, Strategic Financial...
Education
The Institute of Business and Finance 2000 — 2005
Master of Science in Financial Services, Finance and Financial Management Services
FINRA 1986 — 1987
Series 6, Investments and Securities
Hastings College 1970 — 1973
Bachelor's degree, Music Teacher Education
Central City Nebraska 1966 — 1970
High School, College Preparatory
Grant Kimm's Principal Financial Group Experience July 2013 - Present
Job Digital Designer Principal Financial Group
Industry Internet
Experience
Principal Financial Group July 2013 - Present
Iowa State University January 2009 - July 2013
Applied Art & Technology July 2007 - January 2009
Skills
WordPress, CSS, Graphic Design, Web Development, HTML 5, CMS, Dreamweaver, Social Media Marketing, Social Media, jQuery, PHP, Video Editing, MySQL, Graphics, AJAX, Video Production, Video, Web Applications, Marketing, Digital Media, Motion Graphics, Flash Animation, Web Design, Adobe Creative Suite, Scala Digital Signage, Four Winds Digital..., Bootstrap
Education
University of Iowa 2004 — 2007
Bachelor of Arts (B.A.), Film/Video
Hawkeye Community College 2002 — 2004
Associate of Arts (AA), General Studies
Cedar Falls HS
Principal Financial Group July 2013 - Present
Iowa State University January 2009 - July 2013
Applied Art & Technology July 2007 - January 2009
Skills
WordPress, CSS, Graphic Design, Web Development, HTML 5, CMS, Dreamweaver, Social Media Marketing, Social Media, jQuery, PHP, Video Editing, MySQL, Graphics, AJAX, Video Production, Video, Web Applications, Marketing, Digital Media, Motion Graphics, Flash Animation, Web Design, Adobe Creative Suite, Scala Digital Signage, Four Winds Digital..., Bootstrap
Education
University of Iowa 2004 — 2007
Bachelor of Arts (B.A.), Film/Video
Hawkeye Community College 2002 — 2004
Associate of Arts (AA), General Studies
Cedar Falls HS
Wayne DeBello Wayne DeBello's Principal Financial Group Experience February 2013 - November 2014
Job Associate Managing Director at Futurity First
Industry Insurance
Experience
Futurity First November 2014 - Present
Principal Financial Group February 2013 - November 2014
Principal Financial Group August 2003 - January 2013
Prudential Securities December 1997 - May 2001
CIGNA June 1985 - December 1997
Skills
401k, Retirement, Employee Benefits, Retirement Planning, Disability Insurance, Insurance, Fixed Annuities, Life Insurance, Defined Benefit, Series 7, Series 63, Series 6, Pensions, Mutual Funds, Executive Pay, Long-term Care, Health Insurance, Term Life Insurance, Investments, Strategic Financial...
Education
Hofstra University 1975 — 1980
Bachelor of Business Administration (BBA), Marketing
Futurity First November 2014 - Present
Principal Financial Group February 2013 - November 2014
Principal Financial Group August 2003 - January 2013
Prudential Securities December 1997 - May 2001
CIGNA June 1985 - December 1997
Skills
401k, Retirement, Employee Benefits, Retirement Planning, Disability Insurance, Insurance, Fixed Annuities, Life Insurance, Defined Benefit, Series 7, Series 63, Series 6, Pensions, Mutual Funds, Executive Pay, Long-term Care, Health Insurance, Term Life Insurance, Investments, Strategic Financial...
Education
Hofstra University 1975 — 1980
Bachelor of Business Administration (BBA), Marketing
Charles Yocum Charles Yocum's Principal Financial Group Experience October 2000 - April 2007
Job Compliance Director at NFP Lincoln Benefits Group
Industry Financial Services
Experience
NFP Lincoln Benefits Group October 2011 - Present
Self-Employed April 2011 - September 2011
SAP America, Inc. January 2011 - May 2011
SeniorLAW Center September 2010 - March 2011
Drexel University School of Law May 2010 - October 2010
Lincoln Benefits Group September 2007 - August 2009
Principal Financial Group October 2000 - April 2007
Media Learning Resources January 1997 - May 2000
Jeffrey Norton Publishers August 1995 - September 1996
Hamilton College September 1994 - May 1995
Skills
Compliance, Employee Benefits, Legal Research, Retirement, Policy, Legal Issues, Legal Writing, Business Planning, Corporate Law, Editing, 401k, Mutual Funds, 403 b, Pensions, Series 7, Profit Sharing, Public Speaking, ERISA
Education
Drexel University School of Law 2008 — 2011
Juris Doctor, Business and Entrepreneurship Law
Hamilton College 1991 — 1995
Bachelor of Arts, History
Guilford High School 1987 — 1991
NFP Lincoln Benefits Group October 2011 - Present
Self-Employed April 2011 - September 2011
SAP America, Inc. January 2011 - May 2011
SeniorLAW Center September 2010 - March 2011
Drexel University School of Law May 2010 - October 2010
Lincoln Benefits Group September 2007 - August 2009
Principal Financial Group October 2000 - April 2007
Media Learning Resources January 1997 - May 2000
Jeffrey Norton Publishers August 1995 - September 1996
Hamilton College September 1994 - May 1995
Skills
Compliance, Employee Benefits, Legal Research, Retirement, Policy, Legal Issues, Legal Writing, Business Planning, Corporate Law, Editing, 401k, Mutual Funds, 403 b, Pensions, Series 7, Profit Sharing, Public Speaking, ERISA
Education
Drexel University School of Law 2008 — 2011
Juris Doctor, Business and Entrepreneurship Law
Hamilton College 1991 — 1995
Bachelor of Arts, History
Guilford High School 1987 — 1991
Cory Slaper's Principal Financial Group Experience July 2012 - February 2015
Job Wealth Management
Industry Investment Management
Experience
Britcor January 2012 - Present
Principal Financial Group July 2012 - February 2015
J&G Associates July 2012 - August 2014
Slaper and Lapidot LLP March 2007 - June 2012
Skills
Investments, Tax Law, Retirement Planning, Estate Planning, Business Planning, Profitability..., Series 7, 401k, 403 b, Wealth Management, Series 63, College Savings Plans, 529 Plans, Buy-sell Agreements, Portfolio Management
Education
Hofstra University 2009 — 2012
Accounting and Finance
Britcor January 2012 - Present
Principal Financial Group July 2012 - February 2015
J&G Associates July 2012 - August 2014
Slaper and Lapidot LLP March 2007 - June 2012
Skills
Investments, Tax Law, Retirement Planning, Estate Planning, Business Planning, Profitability..., Series 7, 401k, 403 b, Wealth Management, Series 63, College Savings Plans, 529 Plans, Buy-sell Agreements, Portfolio Management
Education
Hofstra University 2009 — 2012
Accounting and Finance
Grayson Spease's Principal Financial Group Experience August 2014 - Present
Job IT Applications Analyst at Principal Financial Group
Industry Computer Software
Experience
Principal Financial Group August 2014 - Present
Corning Incorporated May 2014 - August 2014
Corning Incorporated March 2013 - May 2014
Lowe's Home Improvement March 2008 - April 2012
Roanoke Cinema 2008 - 2011
Skills
Computer Science, Software Engineering, Java, Visual Basic, iFix, Leadership, ASP.NET, Program Development, Visual Studio, Team Leadership, IT Project Leadership, Organizational Structure, Communication, Computer Hardware..., Unix Shell Scripting, SQL, Inventory Management, Customer Service, Databases, Visual Basic 5.0/6.0, Unix, Computer Hardware, Cashiering, High level of initiative, Visual Merchandising, Microsoft SQL Server, Adaptability, Flexibility, Independence, Leadership Initiatives, Logical Thinker, Computer Hardware..., Self-driven, Patience, C++, Time Management, Linux, Oracle, HTML, Microsoft Office, Technical Ability, Self-confidence, Python, Retail Sales, Retail, Merchandising, Inventory Control, Customer Satisfaction, Planograms, Operating Systems
Education
University of North Carolina at Wilmington 2011 — 2014
Bachelor of Science (BS), Computer Science
Halifax Community College 2008 — 2011
Associate of Arts (AA), Transfer
Roanoke Rapids High School 2004 — 2008
High School Diploma
Principal Financial Group August 2014 - Present
Corning Incorporated May 2014 - August 2014
Corning Incorporated March 2013 - May 2014
Lowe's Home Improvement March 2008 - April 2012
Roanoke Cinema 2008 - 2011
Skills
Computer Science, Software Engineering, Java, Visual Basic, iFix, Leadership, ASP.NET, Program Development, Visual Studio, Team Leadership, IT Project Leadership, Organizational Structure, Communication, Computer Hardware..., Unix Shell Scripting, SQL, Inventory Management, Customer Service, Databases, Visual Basic 5.0/6.0, Unix, Computer Hardware, Cashiering, High level of initiative, Visual Merchandising, Microsoft SQL Server, Adaptability, Flexibility, Independence, Leadership Initiatives, Logical Thinker, Computer Hardware..., Self-driven, Patience, C++, Time Management, Linux, Oracle, HTML, Microsoft Office, Technical Ability, Self-confidence, Python, Retail Sales, Retail, Merchandising, Inventory Control, Customer Satisfaction, Planograms, Operating Systems
Education
University of North Carolina at Wilmington 2011 — 2014
Bachelor of Science (BS), Computer Science
Halifax Community College 2008 — 2011
Associate of Arts (AA), Transfer
Roanoke Rapids High School 2004 — 2008
High School Diploma
Bo Kingery Bo Kingery's Principal Financial Group Experience February 2000 - July 2010
Job Producer
Industry Insurance
Experience
INSUR/Rickert Insurance Agency June 2013 - Present
The Pinnacle Agency October 2010 - June 2013
Principal Financial Group February 2000 - July 2010
Hope Harbor 2006 - 2007
Leadership for Tomorrow 2003 - 2004
Skills
Insurance, Strategic Planning, Underwriting, Life Insurance, Disability Insurance, Health Insurance, Employee Benefits
Education
Hastings College 1995 — 1999
BA, Economics, Marketing
Greeley HS
INSUR/Rickert Insurance Agency June 2013 - Present
The Pinnacle Agency October 2010 - June 2013
Principal Financial Group February 2000 - July 2010
Hope Harbor 2006 - 2007
Leadership for Tomorrow 2003 - 2004
Skills
Insurance, Strategic Planning, Underwriting, Life Insurance, Disability Insurance, Health Insurance, Employee Benefits
Education
Hastings College 1995 — 1999
BA, Economics, Marketing
Greeley HS
MICHAEL BOGART MICHAEL BOGART's Principal Financial Group Experience January 2014 - March 2015
Job Financial Services Professional at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company June 2015 - Present
Principal Financial Group January 2014 - March 2015
MetLife January 2010 - December 2013
Oppenheimer & Co Inc 2002 - 2009
Gruntal & Co 1995 - 2002
Prudential Securities November 1992 - December 1995
Trio Packaging November 1980 - November 1992
Touche Ross 1972 - 1980
Skills
Retirement, Fixed Annuities, Retirement Planning, Long-term Care, Estate Planning, Strategic Financial..., Investment Advisory, Investments, Investment Strategies, Financial Advisory, Insurance, Series 63, Term Life Insurance, Life Insurance, Mutual Funds, Wealth Management, Portfolio Management
Education
Hofstra University 1970 — 1972
BBA, Accounting
University of Missouri-Columbia 1968 — 1970
n/a, Liberal Arts
Tresper Clarke Class of '68 1964 — 1968
regents, academic
New York Life Insurance Company June 2015 - Present
Principal Financial Group January 2014 - March 2015
MetLife January 2010 - December 2013
Oppenheimer & Co Inc 2002 - 2009
Gruntal & Co 1995 - 2002
Prudential Securities November 1992 - December 1995
Trio Packaging November 1980 - November 1992
Touche Ross 1972 - 1980
Skills
Retirement, Fixed Annuities, Retirement Planning, Long-term Care, Estate Planning, Strategic Financial..., Investment Advisory, Investments, Investment Strategies, Financial Advisory, Insurance, Series 63, Term Life Insurance, Life Insurance, Mutual Funds, Wealth Management, Portfolio Management
Education
Hofstra University 1970 — 1972
BBA, Accounting
University of Missouri-Columbia 1968 — 1970
n/a, Liberal Arts
Tresper Clarke Class of '68 1964 — 1968
regents, academic
Jonathan Koomjian's Principal Financial Group Experience November 2003 - July 2004
Job Web Developer
Industry Internet
Experience
PrintWhatYouLike.com June 2008 - 2012
Open Source 2010 - 2010
Source Allies Inc. August 2006 - March 2008
Citigroup July 2004 - February 2006
Principal Financial Group November 2003 - July 2004
Skills
JavaScript, Ruby, Ruby on Rails, HTML 5, Java, CSS3, Web Applications, SQL, WordPress, Linux, Advertising, Web Development, jQuery
Education
Grinnell College 1999 — 2003
Computer Science
PrintWhatYouLike.com June 2008 - 2012
Open Source 2010 - 2010
Source Allies Inc. August 2006 - March 2008
Citigroup July 2004 - February 2006
Principal Financial Group November 2003 - July 2004
Skills
JavaScript, Ruby, Ruby on Rails, HTML 5, Java, CSS3, Web Applications, SQL, WordPress, Linux, Advertising, Web Development, jQuery
Education
Grinnell College 1999 — 2003
Computer Science
Jason Wemer, CISA, CISSP's Principal Financial Group Experience June 2015 - Present
Job BISO at Principal Financial Group
Industry Information Technology and Services
Experience
Principal Financial Group June 2015 - Present
Wells Fargo April 2014 - June 2015
Wells Fargo May 2012 - April 2014
Wells Fargo August 2006 - May 2012
Wells Fargo Corporate Information Security July 2004 - August 2006
Wells Fargo Financial March 2003 - July 2004
Wells Fargo Financial May 2000 - March 2003
Skills
CISSP, Security+, Security, Computer Security, Network Security, Information Security..., Vulnerability Assessment, Information Security, Business Continuity, Data Security, Disaster Recovery, Computer Forensics, Integration, Servers, COBIT, GLBA, PCI DSS, SDLC, Operating Systems, ITIL, Unix, CISA, CompTIA Security+
Education
FBI Citizens' Academy 2012 — 2012
Certificate
Iowa State University - College of Business 2008 — 2010
B.S., Management Information Systems
University of Iowa 1995 — 1998
Spanish, Chemistry, Business
Grinnell College 1993 — 1995
Grinnell High School 1989 — 1993
Diploma
Principal Financial Group June 2015 - Present
Wells Fargo April 2014 - June 2015
Wells Fargo May 2012 - April 2014
Wells Fargo August 2006 - May 2012
Wells Fargo Corporate Information Security July 2004 - August 2006
Wells Fargo Financial March 2003 - July 2004
Wells Fargo Financial May 2000 - March 2003
Skills
CISSP, Security+, Security, Computer Security, Network Security, Information Security..., Vulnerability Assessment, Information Security, Business Continuity, Data Security, Disaster Recovery, Computer Forensics, Integration, Servers, COBIT, GLBA, PCI DSS, SDLC, Operating Systems, ITIL, Unix, CISA, CompTIA Security+
Education
FBI Citizens' Academy 2012 — 2012
Certificate
Iowa State University - College of Business 2008 — 2010
B.S., Management Information Systems
University of Iowa 1995 — 1998
Spanish, Chemistry, Business
Grinnell College 1993 — 1995
Grinnell High School 1989 — 1993
Diploma
Tony Tavegia's Principal Financial Group Experience 1995 - Present
Job Assistant Director Information Technology Architecture at Principal Financial Group
Industry Information Technology and Services
Experience
Principal Financial Group 1995 - Present
Skills
Architecture, Enterprise Architecture, Security
Education
Grand View College 1990 — 1993
BA
University of Iowa 1989 — 1990
Principal Financial Group 1995 - Present
Skills
Architecture, Enterprise Architecture, Security
Education
Grand View College 1990 — 1993
BA
University of Iowa 1989 — 1990
Amy Zuck's Principal Financial Group Experience June 2010 - November 2011
Job Experienced goal oriented leader who focuses on collaboration to meet business needs.
Industry Information Technology and Services
Experience
Wellmark Blue Cross and Blue Shield October 2013 - Present
State of Iowa January 2013 - October 2013
Zuck Technology Solutions, Inc. January 2013 - October 2013
American Equity November 2011 - September 2012
Principal Financial Group June 2010 - November 2011
Principal Financial Group March 2008 - November 2011
Equitable Life 1998 - 2000
Skills
SDLC, Disaster Recovery, SharePoint, COBOL, Visio, Vendor Management, Process Improvement, Business Analysis, Requirements Analysis, Mainframe, DB2, SQL, Requirements Gathering, Microsoft SQL Server, Enterprise Architecture, Risk Management, Business Requirements, IT Strategy, Access, Business Objects, VMware, Object Oriented Design, .NET
Education
William Penn University - CWA 2003 — 2007
BS, Information Management
Grossmont College 1989 — 1992
Lean In University
Wellmark Blue Cross and Blue Shield October 2013 - Present
State of Iowa January 2013 - October 2013
Zuck Technology Solutions, Inc. January 2013 - October 2013
American Equity November 2011 - September 2012
Principal Financial Group June 2010 - November 2011
Principal Financial Group March 2008 - November 2011
Equitable Life 1998 - 2000
Skills
SDLC, Disaster Recovery, SharePoint, COBOL, Visio, Vendor Management, Process Improvement, Business Analysis, Requirements Analysis, Mainframe, DB2, SQL, Requirements Gathering, Microsoft SQL Server, Enterprise Architecture, Risk Management, Business Requirements, IT Strategy, Access, Business Objects, VMware, Object Oriented Design, .NET
Education
William Penn University - CWA 2003 — 2007
BS, Information Management
Grossmont College 1989 — 1992
Lean In University
Ralph Pilger's Principal Financial Group Experience January 1970 - November 2000
Job AVP, Technical Relationship Manager
Industry Financial Services
Experience
Wells Fargo January 2006 - Present
Wells Fargo April 2004 - December 2005
Wells Fargo May 2001 - April 2004
Principal Financial Group January 1970 - November 2000
Skills
Business Requirements, Business Analysis, Visio, Requirements Gathering, Process Improvement, Requirements Analysis, Software Documentation, Risk Management, ITIL, SDLC, SharePoint, Vendor Management, Disaster Recovery, ITIL Process, Security
Education
Grand View College 1969 — 1975
Associate of Arts (AA), Business Administration and Management, General
Des Moines Technical High School 1966 — 1969
Wells Fargo January 2006 - Present
Wells Fargo April 2004 - December 2005
Wells Fargo May 2001 - April 2004
Principal Financial Group January 1970 - November 2000
Skills
Business Requirements, Business Analysis, Visio, Requirements Gathering, Process Improvement, Requirements Analysis, Software Documentation, Risk Management, ITIL, SDLC, SharePoint, Vendor Management, Disaster Recovery, ITIL Process, Security
Education
Grand View College 1969 — 1975
Associate of Arts (AA), Business Administration and Management, General
Des Moines Technical High School 1966 — 1969
Neal Greene's Principal Financial Group Experience January 2007 - May 2007
Job Lead Technical Consultant at University of Houston
Industry Information Technology and Services
Experience
University of Houston November 2012 - December 2013
Rochester Institute of Technology September 2012 - April 2013
University of Maryland University College March 2011 - May 2012
Bowie State University March 2010 - February 2011
West Palm Beach School Administration February 2009 - February 2010
Northrop Grumman Information Systems September 2008 - February 2009
College of the Holy Cross April 2008 - September 2008
Office Depot January 2008 - March 2008
HSBC for Oracle October 2007 - December 2007
Principal Financial Group January 2007 - May 2007
Skills
PeopleTools, SQR, PeopleSoft, Oracle, Business Process, Business Process..., ERP, Requirements Gathering, Program Management, Business Intelligence, PeopleCode
Education
Hofstra University 1989 — 1990
MBA
State University of New York College at Oswego 1984 — 1986
BS, Computer Science
University of Houston November 2012 - December 2013
Rochester Institute of Technology September 2012 - April 2013
University of Maryland University College March 2011 - May 2012
Bowie State University March 2010 - February 2011
West Palm Beach School Administration February 2009 - February 2010
Northrop Grumman Information Systems September 2008 - February 2009
College of the Holy Cross April 2008 - September 2008
Office Depot January 2008 - March 2008
HSBC for Oracle October 2007 - December 2007
Principal Financial Group January 2007 - May 2007
Skills
PeopleTools, SQR, PeopleSoft, Oracle, Business Process, Business Process..., ERP, Requirements Gathering, Program Management, Business Intelligence, PeopleCode
Education
Hofstra University 1989 — 1990
MBA
State University of New York College at Oswego 1984 — 1986
BS, Computer Science
Chad Stuckey's Principal Financial Group Experience August 2006 - Present
Job Princor Registered Representative / Financial Advisor
Industry Financial Services
Experience
Principal Financial Group August 2006 - Present
Skills
Disability Income..., 401k, Mutual Funds, Estate Planning, Fixed Annuities, Financial Needs Analysis, Term Life Insurance, Whole Life Insurance, Income Protection, Life Insurance, Insurance, Finance, Financial Services, Strategic Planning, Leadership, Management, Securities, Retirement Planning, Employee Benefits, Disability Insurance
Education
Heidelberg College 1995 — 1999
Bachelor's Degree, Business Administration, Computer Information Systems
Wynford High School
High School
Principal Financial Group August 2006 - Present
Skills
Disability Income..., 401k, Mutual Funds, Estate Planning, Fixed Annuities, Financial Needs Analysis, Term Life Insurance, Whole Life Insurance, Income Protection, Life Insurance, Insurance, Finance, Financial Services, Strategic Planning, Leadership, Management, Securities, Retirement Planning, Employee Benefits, Disability Insurance
Education
Heidelberg College 1995 — 1999
Bachelor's Degree, Business Administration, Computer Information Systems
Wynford High School
High School
Sola Adenekan's Principal Financial Group Experience January 2002 - July 2003
Job Founder and Chief Visionary Officer, Dhyana Eco Essentials, Inc.
Industry Hospitality
Experience
The Adenekan Management Group 2011 - Present
Dhyana Eco Essentials 2010 - Present
Smarties Tutoring Services 2010 - 2010
Citizens Acting Now! 2008 - 2010
Arborbiofuels LLC July 2008 - December 2008
Arborbiofuels LLC 2007 - 2008
Waddell & Reed June 2003 - August 2005
Principal Financial Group January 2002 - July 2003
Morgan Stanley August 2001 - November 2001
Initiative February 2000 - April 2001
Skills
Health, Public Speaking, Conferences, Fundraising, Market Research, New Business Development, Business Strategy, Business Planning, Management Consulting, Events, Entrepreneurship, Social Media, Nonprofits, Coaching, Training, Marketing Communications, Business Development, Event Planning, Sales, Budgets, Sustainability, Public Relations, Strategic Planning, Leadership, Small Business, Marketing, Selling, Social Networking, Social Media Marketing
Education
Harvard University 2012 — 2015
Master of Arts (M.A.), Sustainability Management
New York University 1997 — 2001
BA, Politics and Mathematics
The Adenekan Management Group 2011 - Present
Dhyana Eco Essentials 2010 - Present
Smarties Tutoring Services 2010 - 2010
Citizens Acting Now! 2008 - 2010
Arborbiofuels LLC July 2008 - December 2008
Arborbiofuels LLC 2007 - 2008
Waddell & Reed June 2003 - August 2005
Principal Financial Group January 2002 - July 2003
Morgan Stanley August 2001 - November 2001
Initiative February 2000 - April 2001
Skills
Health, Public Speaking, Conferences, Fundraising, Market Research, New Business Development, Business Strategy, Business Planning, Management Consulting, Events, Entrepreneurship, Social Media, Nonprofits, Coaching, Training, Marketing Communications, Business Development, Event Planning, Sales, Budgets, Sustainability, Public Relations, Strategic Planning, Leadership, Small Business, Marketing, Selling, Social Networking, Social Media Marketing
Education
Harvard University 2012 — 2015
Master of Arts (M.A.), Sustainability Management
New York University 1997 — 2001
BA, Politics and Mathematics
Vince Rubino's Principal Financial Group Experience January 1990 - November 1990
Job Owner at VR Production Services
Industry Media Production
Experience
VR Production Services March 1998 - Present
Screenscape Studios November 1990 - March 1998
Principal Financial Group January 1990 - November 1990
Education
Grand View College 1984 — 1990
VR Production Services March 1998 - Present
Screenscape Studios November 1990 - March 1998
Principal Financial Group January 1990 - November 1990
Education
Grand View College 1984 — 1990
Fred Patterson's Principal Financial Group Experience 1981 - 2000
Job Development Director at Old Hickory Council, BSA
Industry Nonprofit Organization Management
Experience
Old Hickory Council, BSA June 2015 - Present
Old Hickory Council, BSA November 2009 - Present
Old Hickory Council, BSA 2009 - 2010
Nationwide Insurance 2004 - 2008
BB&T February 2004 - December 2004
Jefferson Pilot Securities 2000 - 2004
Patterson Financial Designs, Inc 1996 - 2004
Principal Financial Group 1981 - 2000
Professional Insurance Planning Inc. 1990 - 1995
Skills
Event Management, Project Planning, Finance, Fundraising, Non-profits, Public Speaking, Event Planning, Budgets, Strategic Planning, Customer Service, Volunteer Management, Team Building, Microsoft Excel, Leadership, Microsoft Office, Nonprofits, Program Management, Team Leadership, Recruiting, Leadership Development, Administration, Coaching, Community Outreach, Employee Benefits, Government, Grant Writing, Insurance, Management, Marketing, Non-profit..., Organizational..., Policy, Program Development, Public Relations, Sales, Social Media, Social Networking, Staff Development, Time Management, Strategic Financial..., Training, Volunteer Recruiting
Education
High Point University 1976 — 1980
Human Relations, Non Profit Management
Old Hickory Council, BSA June 2015 - Present
Old Hickory Council, BSA November 2009 - Present
Old Hickory Council, BSA 2009 - 2010
Nationwide Insurance 2004 - 2008
BB&T February 2004 - December 2004
Jefferson Pilot Securities 2000 - 2004
Patterson Financial Designs, Inc 1996 - 2004
Principal Financial Group 1981 - 2000
Professional Insurance Planning Inc. 1990 - 1995
Skills
Event Management, Project Planning, Finance, Fundraising, Non-profits, Public Speaking, Event Planning, Budgets, Strategic Planning, Customer Service, Volunteer Management, Team Building, Microsoft Excel, Leadership, Microsoft Office, Nonprofits, Program Management, Team Leadership, Recruiting, Leadership Development, Administration, Coaching, Community Outreach, Employee Benefits, Government, Grant Writing, Insurance, Management, Marketing, Non-profit..., Organizational..., Policy, Program Development, Public Relations, Sales, Social Media, Social Networking, Staff Development, Time Management, Strategic Financial..., Training, Volunteer Recruiting
Education
High Point University 1976 — 1980
Human Relations, Non Profit Management
Lou Body's Principal Financial Group Experience October 2006 - February 2012
Job Investment Advisor Representative at Capital Financial Strategies
Industry Financial Services
Experience
Capital Financial Strategies March 2015 - Present
Crimson Financial Strategies, LLC, an office of MetLife February 2012 - February 2015
Principal Financial Group October 2006 - February 2012
Credit Suisse October 2000 - July 2006
DLJ July 1997 - September 2000
Skills
Investment Strategies, Retirement Planning, Life and Disability..., Long Term Care, Estate Protection
Education
Harvard University 1990 — 1994
Bachelor of Arts, Psychology
Capital Financial Strategies March 2015 - Present
Crimson Financial Strategies, LLC, an office of MetLife February 2012 - February 2015
Principal Financial Group October 2006 - February 2012
Credit Suisse October 2000 - July 2006
DLJ July 1997 - September 2000
Skills
Investment Strategies, Retirement Planning, Life and Disability..., Long Term Care, Estate Protection
Education
Harvard University 1990 — 1994
Bachelor of Arts, Psychology
Eric Belsky's Principal Financial Group Experience 2009 - August 2011
Job Vice President at Citizens Bank
Industry Financial Services
Experience
Citizens Bank September 2013 - Present
Sovereign Bank September 2011 - September 2013
Principal Financial Group 2009 - August 2011
Merrill Lynch 2008 - 2009
Ameriprise Financial 2005 - 2008
Education
Hofstra University 2000 — 2005
BBA, Finance
Citizens Bank September 2013 - Present
Sovereign Bank September 2011 - September 2013
Principal Financial Group 2009 - August 2011
Merrill Lynch 2008 - 2009
Ameriprise Financial 2005 - 2008
Education
Hofstra University 2000 — 2005
BBA, Finance
Matt Sampogna's Principal Financial Group Experience 2007 - Present
Job Actuary at Principal Financial Group
Industry Accounting
Experience
Principal Financial Group 2007 - Present
Towers Perrin 2001 - 2007
Education
Grove City College 1997 — 2001
Bachelor of Science, Mathematics and Computer Systems
Principal Financial Group 2007 - Present
Towers Perrin 2001 - 2007
Education
Grove City College 1997 — 2001
Bachelor of Science, Mathematics and Computer Systems
Stephenie Tiedens's Principal Financial Group Experience March 2015 - Present
Job Assistant Director Corp Contact Center at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group March 2015 - Present
Principal Financial Group February 2001 - March 2015
Skills
Customer Service, Management, Call Center, Leadership, Coaching, Workforce Management, Process Improvement, Financial Services, Team Building, Contact Centers, Business Analysis, Team Leadership, Strategy, Insurance, Call Centers
Education
Grand View University 2014 — 2017
Bachelor's degree, Business Administration and Management, General
Principal Financial Group March 2015 - Present
Principal Financial Group February 2001 - March 2015
Skills
Customer Service, Management, Call Center, Leadership, Coaching, Workforce Management, Process Improvement, Financial Services, Team Building, Contact Centers, Business Analysis, Team Leadership, Strategy, Insurance, Call Centers
Education
Grand View University 2014 — 2017
Bachelor's degree, Business Administration and Management, General
Bomi Mistry's Principal Financial Group Experience 1997 - 2002
Job Adjunct Professor Business, Finance, Investments at Des Moines Area Community College
Industry Financial Services
Experience
Des Moines Area Community College January 2012 - Present
Performance Fuel Centers, Inc., d.b.a., FUEL JUICE BAR May 2008 - Present
CitiMortgage, Inc. September 2004 - March 2008
Nationwide Insurance / Nationwide Advantage Mortgage 2002 - 2004
Principal Financial Group 1997 - 2002
Citicorp Mortgage, Inc. 1986 - 1991
Skills
Mortgage Lending, Mortgage Servicing, Sales Management, Operations Management, Team Leadership, Entrepreneurship, Strategic Planning, Risk Management, Account Management, Sales Operations, Portfolio Management, Financial Services, Mortgage Banking, Banking, Underwriting, Cross-functional Team..., Credit, Loans, Credit Analysis, Investments, Marketing, Management, Strategy, Sales, Executive Management, Mergers & Acquisitions, Leadership, Contract Negotiation, Product Development
Education
Washington University in St. Louis - Olin Business School 1984 — 1986
MBA, Finance and Marketing
Grinnell College 1980 — 1984
BA, Economics
Cathedral and John Connon School, Mumbai
Cathedral and John Connon School, Mumbai
Des Moines Area Community College January 2012 - Present
Performance Fuel Centers, Inc., d.b.a., FUEL JUICE BAR May 2008 - Present
CitiMortgage, Inc. September 2004 - March 2008
Nationwide Insurance / Nationwide Advantage Mortgage 2002 - 2004
Principal Financial Group 1997 - 2002
Citicorp Mortgage, Inc. 1986 - 1991
Skills
Mortgage Lending, Mortgage Servicing, Sales Management, Operations Management, Team Leadership, Entrepreneurship, Strategic Planning, Risk Management, Account Management, Sales Operations, Portfolio Management, Financial Services, Mortgage Banking, Banking, Underwriting, Cross-functional Team..., Credit, Loans, Credit Analysis, Investments, Marketing, Management, Strategy, Sales, Executive Management, Mergers & Acquisitions, Leadership, Contract Negotiation, Product Development
Education
Washington University in St. Louis - Olin Business School 1984 — 1986
MBA, Finance and Marketing
Grinnell College 1980 — 1984
BA, Economics
Cathedral and John Connon School, Mumbai
Cathedral and John Connon School, Mumbai
Christie Remaly's Principal Financial Group Experience May 2008 - April 2010
Job Branch Officer at Bancorp South
Industry Banking
Experience
BancorpSouth Financial Services RepresentativeFirst Tennessee BankMarch 2010 - April 2014
Principal Financial Group May 2008 - April 2010
Southstar Funding 2001 - 2007
PCFS Financial Services 1998 - 2001
The CIT Group 1995 - 1998
Skills
Mortgage Lending, Loans, Finance, Financial Services, Sales, Business Planning, Commercial Lending, Retirement Planning, Wealth Management, Credit, Loan Origination, Mortgage Banking, Banking, Residential Mortgages, Underwriting
Education
University of Tennessee-Knoxville - College of Business Administration 1985 — 1988
BS, Finance
Middle Tennessee State University 1984 — 1985
BHS
BancorpSouth Financial Services RepresentativeFirst Tennessee BankMarch 2010 - April 2014
Principal Financial Group May 2008 - April 2010
Southstar Funding 2001 - 2007
PCFS Financial Services 1998 - 2001
The CIT Group 1995 - 1998
Skills
Mortgage Lending, Loans, Finance, Financial Services, Sales, Business Planning, Commercial Lending, Retirement Planning, Wealth Management, Credit, Loan Origination, Mortgage Banking, Banking, Residential Mortgages, Underwriting
Education
University of Tennessee-Knoxville - College of Business Administration 1985 — 1988
BS, Finance
Middle Tennessee State University 1984 — 1985
BHS
James Cowie's Principal Financial Group Experience October 2005 - Present
Job Regional Sales Manager
Industry Insurance
Experience
Principal Financial Group October 2005 - Present
Aetna December 2001 - October 2005
CIGNA Group Insurance September 1997 - November 2001
Skills
Disability Insurance, Employee Benefits, Insurance, Brokers, Underwriting, Long-term Care, Group Insurance, Life Insurance, Accident, Benefits Administration, Fixed Annuities, Sales, Small Business, Term Life Insurance, Sales Management
Education
Harvard University 1991 — 1995
Bachelor of Arts (B.A.), History
St. Anthony's High School 1987 — 1991
Principal Financial Group October 2005 - Present
Aetna December 2001 - October 2005
CIGNA Group Insurance September 1997 - November 2001
Skills
Disability Insurance, Employee Benefits, Insurance, Brokers, Underwriting, Long-term Care, Group Insurance, Life Insurance, Accident, Benefits Administration, Fixed Annuities, Sales, Small Business, Term Life Insurance, Sales Management
Education
Harvard University 1991 — 1995
Bachelor of Arts (B.A.), History
St. Anthony's High School 1987 — 1991
Tim Sandos's Principal Financial Group Experience 2003 - 2005
Job Senior Vice President Diverse Segments Retail Program Manager Wells Fargo Home Mortgage
Industry Real Estate
Experience
Wells Fargo Home Mortgage July 2009 - Present
National Association of Hispanic Real Estate professionals (NAHREP) June 2006 - January 2010
CITIMORTGAGE, INC. January 2003 - June 2006
Principal Financial Group 2003 - 2005
QWEST (FORMERLY US WEST) – OMAHA, NEBRASKA January 1998 - May 2002
Qwest Communications 1998 - 2002
TELECOMMUNICATIONS, INC. (TCI) June 1994 - January 1997
CITY AND COUNTY OF DENVER June 1991 - May 1995
Education
Harvard University, John F. Kennedy School of Government 1991 — 1992
University of Colorado Boulder 1975 — 1979
Wells Fargo Home Mortgage July 2009 - Present
National Association of Hispanic Real Estate professionals (NAHREP) June 2006 - January 2010
CITIMORTGAGE, INC. January 2003 - June 2006
Principal Financial Group 2003 - 2005
QWEST (FORMERLY US WEST) – OMAHA, NEBRASKA January 1998 - May 2002
Qwest Communications 1998 - 2002
TELECOMMUNICATIONS, INC. (TCI) June 1994 - January 1997
CITY AND COUNTY OF DENVER June 1991 - May 1995
Education
Harvard University, John F. Kennedy School of Government 1991 — 1992
University of Colorado Boulder 1975 — 1979
Ray Cal's Principal Financial Group Experience November 2012 - Present
Job Financial Services Representative;Princor Registered Representative;Investment Advisor Representative
Industry Financial Services
Experience
Principal Financial Group November 2012 - Present
Princor Financial Services Corporation March 2007 - November 2012
Principal Financial Group March 2005 - March 2007
WWKA Radio 1984 - 1989
Various Radio Stations 1982 - 1988
Skills
Financial Needs Analysis, Supplemental Retirement..., Universal Life Insurance, Estate Planning, Asset Allocation, 401 (k), 403 (b), SEP &..., Annuities (Variable &...
Education
Yale University - Yale School of Management 1980 — 1982
Master in Business Administration
Harvard University 1974 — 1978
English and American Literature and Language
Principal Financial Group November 2012 - Present
Princor Financial Services Corporation March 2007 - November 2012
Principal Financial Group March 2005 - March 2007
WWKA Radio 1984 - 1989
Various Radio Stations 1982 - 1988
Skills
Financial Needs Analysis, Supplemental Retirement..., Universal Life Insurance, Estate Planning, Asset Allocation, 401 (k), 403 (b), SEP &..., Annuities (Variable &...
Education
Yale University - Yale School of Management 1980 — 1982
Master in Business Administration
Harvard University 1974 — 1978
English and American Literature and Language
Shonna Naset's Principal Financial Group Experience August 1995 - September 1996
Job Loan Portfolio Specialist at NorthMarq Capital
Industry Commercial Real Estate
Experience
NorthMarq Capital October 2008 - Present
Principal Financial Group August 1995 - September 1996
Education
Grand View College 1978 — 1982
Business Administration
NorthMarq Capital October 2008 - Present
Principal Financial Group August 1995 - September 1996
Education
Grand View College 1978 — 1982
Business Administration
Amy Czaplewski's Principal Financial Group Experience June 2003 - Present
Job Work Force Management Specialist at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group June 2003 - Present
Skills
Training, Data Analysis, Benefits Administration, Leadership, Insurance, Management, Microsoft Office, Process Improvement, Team Building, Coaching, Public Speaking, Business Analysis, Change Management
Education
Hastings College 1992 — 1996
Bachelor's degree, Sociology
Elwood High School
Principal Financial Group June 2003 - Present
Skills
Training, Data Analysis, Benefits Administration, Leadership, Insurance, Management, Microsoft Office, Process Improvement, Team Building, Coaching, Public Speaking, Business Analysis, Change Management
Education
Hastings College 1992 — 1996
Bachelor's degree, Sociology
Elwood High School
Ruthie Nguyen's Principal Financial Group Experience February 2010 - June 2011
Job Adjunct Instuctor at Mercy Medical Center
Industry Hospital & Health Care
Experience
UnitedHealthcare June 2011 - Present
Mercy Medical Center August 2009 - March 2012
Principal Financial Group February 2010 - June 2011
HCR ManorCare August 2009 - November 2010
Healthways November 2007 - October 2008
Iowa Health Systems 2002 - 2003
Skills
Healthcare, Inpatient, Medical/Surgical, Utilization Review, Nursing, Healthcare Management, Medicare, Hospitals, Healthcare Information..., Managed Care, Case Managment, Clinical Research, Home Care, Medicaid
Education
University of Cincinnati-Clermont College 2015 — 2017
Master’s Degree, Adult-Gerontology Primary Care Nurse Practitioner
Grand View College 1997 — 2001
BSN, Nursing
University of Phoenix- Online
MSN, MSN
UnitedHealthcare June 2011 - Present
Mercy Medical Center August 2009 - March 2012
Principal Financial Group February 2010 - June 2011
HCR ManorCare August 2009 - November 2010
Healthways November 2007 - October 2008
Iowa Health Systems 2002 - 2003
Skills
Healthcare, Inpatient, Medical/Surgical, Utilization Review, Nursing, Healthcare Management, Medicare, Hospitals, Healthcare Information..., Managed Care, Case Managment, Clinical Research, Home Care, Medicaid
Education
University of Cincinnati-Clermont College 2015 — 2017
Master’s Degree, Adult-Gerontology Primary Care Nurse Practitioner
Grand View College 1997 — 2001
BSN, Nursing
University of Phoenix- Online
MSN, MSN
Johnathan Mitchell's Principal Financial Group Experience January 2013 - March 2014
Job Financial Advisor at A Regional Bank
Industry Banking
Experience
A Regional Bank In at Atlanta March 2014 - Present
Principal Financial Group January 2013 - March 2014
SunTrust Bank April 2012 - January 2013
SunTrust Mortgage January 2008 - April 2012
Skills
Key Person Insurance, IRAs, Asset Allocation, Buy-sell Agreements, Universal Life, Term Life Insurance, Business Overhead..., Individual Pension Plans, Mutual Funds, Estate Planning, Executive Benefit..., Informal Business..., Fixed Annuities, Variable Annuities, Long Term Care Insurance, Tax-Deferred Savings, Loans, Mortgage Banking, Banking, Portfolio Management, Financial Services, Wealth Management, Sales, Asset Managment, Insurance, Construction Loans, Financial Structuring, Finance, Mortgage Lending, Credit, Consumer Lending, Series 63, Retirement Planning, Investments, Financial Planning, Securities, Risk Management, Investment Strategies
Education
Appalachian State 2000 — 2004
Bachelor of Science (BS), Business Administration and Management, General
Grayson County College
A Regional Bank In at Atlanta March 2014 - Present
Principal Financial Group January 2013 - March 2014
SunTrust Bank April 2012 - January 2013
SunTrust Mortgage January 2008 - April 2012
Skills
Key Person Insurance, IRAs, Asset Allocation, Buy-sell Agreements, Universal Life, Term Life Insurance, Business Overhead..., Individual Pension Plans, Mutual Funds, Estate Planning, Executive Benefit..., Informal Business..., Fixed Annuities, Variable Annuities, Long Term Care Insurance, Tax-Deferred Savings, Loans, Mortgage Banking, Banking, Portfolio Management, Financial Services, Wealth Management, Sales, Asset Managment, Insurance, Construction Loans, Financial Structuring, Finance, Mortgage Lending, Credit, Consumer Lending, Series 63, Retirement Planning, Investments, Financial Planning, Securities, Risk Management, Investment Strategies
Education
Appalachian State 2000 — 2004
Bachelor of Science (BS), Business Administration and Management, General
Grayson County College
Alec Armbrecht's Principal Financial Group Experience 1992 - 1999
Job Regional Director of Sales
Industry Hospital & Health Care
Experience
MedCoData, LLC 2015 - Present
GPS Healthcare Consultants 2014 - 2014
Mobile Infirmary Medical Center 2011 - 2014
RehabCare 2009 - 2011
Providence Hospital Mobile 2007 - 2009
MedQuest Associates 1999 - 2007
Principal Financial Group 1992 - 1999
Manufacturer's Life Insurance Company 1990 - 1992
Spring Hill College 1988 - 1990
AmSouth Bank 1986 - 1988
Skills
Team Building, Contract Negotiation, Strategic Planning, Healthcare, Leadership, Healthcare Management, Hospitals, Training, Sales Management, Recruiting, Budgets, Marketing, Program Management, Sales, Business Development, Start-ups, Sales Operations, Public Speaking, Customer Service, Forecasting, System Administration, Leadership Development, Administration, Event Planning, Coaching, Rehabilitation
Education
Spring Hill College 1983 — 1986
Bachelor of Science (BS), Business Administration
Hampden-Sydney College 1982 — 1983
St. Paul's Episcopal School 1978 — 1982
MedCoData, LLC 2015 - Present
GPS Healthcare Consultants 2014 - 2014
Mobile Infirmary Medical Center 2011 - 2014
RehabCare 2009 - 2011
Providence Hospital Mobile 2007 - 2009
MedQuest Associates 1999 - 2007
Principal Financial Group 1992 - 1999
Manufacturer's Life Insurance Company 1990 - 1992
Spring Hill College 1988 - 1990
AmSouth Bank 1986 - 1988
Skills
Team Building, Contract Negotiation, Strategic Planning, Healthcare, Leadership, Healthcare Management, Hospitals, Training, Sales Management, Recruiting, Budgets, Marketing, Program Management, Sales, Business Development, Start-ups, Sales Operations, Public Speaking, Customer Service, Forecasting, System Administration, Leadership Development, Administration, Event Planning, Coaching, Rehabilitation
Education
Spring Hill College 1983 — 1986
Bachelor of Science (BS), Business Administration
Hampden-Sydney College 1982 — 1983
St. Paul's Episcopal School 1978 — 1982
Shannon Odenbach's Principal Financial Group Experience May 2006 - October 2007
Job Student Records Systems Coordinator
Industry Education Management
Experience
Drake University August 2012 - Present
Grand View University June 2008 - August 2012
Remedy Staffing April 2009 - June 2010
Principal Financial Group May 2006 - October 2007
Marketlink, Inc. November 2001 - March 2006
ACSYS, Inc November 2001 - June 2002
Executive Resources, Ltd January 1999 - May 1999
Skills
Data Entry, Outlook, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Troubleshooting, Access
Education
Grand View College 1995 — 2000
BA, Criminal Justice, Psychology
Drake University August 2012 - Present
Grand View University June 2008 - August 2012
Remedy Staffing April 2009 - June 2010
Principal Financial Group May 2006 - October 2007
Marketlink, Inc. November 2001 - March 2006
ACSYS, Inc November 2001 - June 2002
Executive Resources, Ltd January 1999 - May 1999
Skills
Data Entry, Outlook, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Troubleshooting, Access
Education
Grand View College 1995 — 2000
BA, Criminal Justice, Psychology
Teresa Carnazzo's Principal Financial Group Experience 1985 - 1998
Job Financial Actuarial Director Corporate Modeling at Mutual of Omaha
Industry Insurance
Experience
Mutual of Omaha Managing Actuary - ModelingMutual of OmahaMay 2010 - August 2012
Ameritas July 2009 - May 2010
Allstate Financial November 1998 - April 2009
LIMRA Financial Management Research Committee 2006 - 2009
Lincoln Benefit Life 1998 - 2009
Principal Financial Group 1985 - 1998
Skills
Strategic Planning, Actuarial Science, Accounting, Valuation, Management, Leadership, Internal Controls, Finance, Insurance, Budgets, Fixed Annuities, Risk Management, Analysis, Underwriting, Life Insurance, Health Insurance, Strategic Financial..., Financial Planning
Education
Grinnell College 1981 — 1985
BA, Math
Mutual of Omaha Managing Actuary - ModelingMutual of OmahaMay 2010 - August 2012
Ameritas July 2009 - May 2010
Allstate Financial November 1998 - April 2009
LIMRA Financial Management Research Committee 2006 - 2009
Lincoln Benefit Life 1998 - 2009
Principal Financial Group 1985 - 1998
Skills
Strategic Planning, Actuarial Science, Accounting, Valuation, Management, Leadership, Internal Controls, Finance, Insurance, Budgets, Fixed Annuities, Risk Management, Analysis, Underwriting, Life Insurance, Health Insurance, Strategic Financial..., Financial Planning
Education
Grinnell College 1981 — 1985
BA, Math
Rhonda Erdelt's Principal Financial Group Experience June 1998 - Present
Job Sr Client Service Associate at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group June 1998 - Present
Skills
Customer Service, 401k, Retirement
Education
Hawkeye Community College
Associate of Applied Arts (A.A.), Interior Design
Principal Financial Group June 1998 - Present
Skills
Customer Service, 401k, Retirement
Education
Hawkeye Community College
Associate of Applied Arts (A.A.), Interior Design
Fred Lemmon's Principal Financial Group Experience Director of EducationLafayette Life1975 - 1979
Job Senior Agent at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group Director of EducationLafayette Life1975 - 1979
College LIfe Insurance Company March 1966 - November 1975
Education
University of Missouri-Columbia School of Medicine 1963 — 1968
MD, Medicine
Harding University 1960 — 1964
BS, Science
Principal Financial Group Director of EducationLafayette Life1975 - 1979
College LIfe Insurance Company March 1966 - November 1975
Education
University of Missouri-Columbia School of Medicine 1963 — 1968
MD, Medicine
Harding University 1960 — 1964
BS, Science
Sonia Corrigan's Principal Financial Group Experience 1998 - 2002
Job Associate Vice President, Advancement Information Services at Kenyon College
Industry Higher Education
Experience
Kenyon College July 2015 - Present
Kenyon College July 2014 - June 2015
Kenyon College July 2011 - June 2014
Kenyon College 2005 - July 2011
Kenyon College 2002 - 2005
Principal Financial Group 1998 - 2002
Skills
Higher Education
Education
University of Iowa - Henry B. Tippie College of Business 2000 — 2002
MBA
Grinnell College 1992 — 1996
AB, History
Kenyon College July 2015 - Present
Kenyon College July 2014 - June 2015
Kenyon College July 2011 - June 2014
Kenyon College 2005 - July 2011
Kenyon College 2002 - 2005
Principal Financial Group 1998 - 2002
Skills
Higher Education
Education
University of Iowa - Henry B. Tippie College of Business 2000 — 2002
MBA
Grinnell College 1992 — 1996
AB, History
Tyler Abels's Principal Financial Group Experience April 2014 - Present
Job Broker Dealer Counselor I at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group April 2014 - Present
Sammons Financial Group August 2010 - April 2014
ING July 2009 - September 2010
ING January 2008 - July 2009
Menards February 2005 - January 2008
Skills
Customer Service, Insurance, Customer Relations, Microsoft Excel, Problem Solving, Microsoft Office, Excel, Outlook, Word, PowerPoint, Public Speaking, Volunteer Engagement, Fixed Annuities, Team Leadership, Call Centers, Variable Annuities, FLMI, Call Center, Sales Support, Employee Training, Volunteering, Microsoft Word, Investment Brokerage, Series 7, Investments, Sales, Leadership
Education
University of Iowa - Henry B. Tippie College of Business 2013 — 2016
Master of Business Administration (MBA), Finance, General
University of Northern Iowa 2005 — 2007
BA, Public Administration
Hawkeye Community College 2003 — 2005
Associate of Arts and Sciences (AAS), Police Science
North Iowa High School 1999 — 2003
High School Degree
Principal Financial Group April 2014 - Present
Sammons Financial Group August 2010 - April 2014
ING July 2009 - September 2010
ING January 2008 - July 2009
Menards February 2005 - January 2008
Skills
Customer Service, Insurance, Customer Relations, Microsoft Excel, Problem Solving, Microsoft Office, Excel, Outlook, Word, PowerPoint, Public Speaking, Volunteer Engagement, Fixed Annuities, Team Leadership, Call Centers, Variable Annuities, FLMI, Call Center, Sales Support, Employee Training, Volunteering, Microsoft Word, Investment Brokerage, Series 7, Investments, Sales, Leadership
Education
University of Iowa - Henry B. Tippie College of Business 2013 — 2016
Master of Business Administration (MBA), Finance, General
University of Northern Iowa 2005 — 2007
BA, Public Administration
Hawkeye Community College 2003 — 2005
Associate of Arts and Sciences (AAS), Police Science
North Iowa High School 1999 — 2003
High School Degree
Tonya Osborn, PMI-ACP, CSM, CSPO's Principal Financial Group Experience 1992 - 2005
Job IT Iteration Manager at Nationwide Insurance
Industry Insurance
Experience
Nationwide Insurance September 2012 - Present
Wellmark Blue Cross Blue Shield November 2005 - August 2012
Principal Financial Group 1992 - 2005
United Bank May 1989 - January 1992
Skills
Team Leadership, ITIL Certified, Vendor Relationships, Healthcare Information..., Business Process..., Team Building, Metrics, Project Management, Electronic Data..., HIPAA, ANSI X12, 837P, 837I, 835, 276/277, 270/271, 278, Business Objects, Business Analysis, COBOL, SQL, Microsoft Office, SharePoint, Access, ibm websphere workflow..., Silk Central, B2T, Process Improvement, CICS, SDLC, EDI, Leadership, Mainframe, SOA, Resource Management, Agile Methodologies, JCL, IT Management, Agile Project Management, Health Insurance, Information Technology, Scrum, TSO, Quality Center, Insurance, Requirements Analysis, Software Documentation, Requirements Gathering, Business Requirements, Management
Education
Grand View College 1986 — 1990
Bachelor, Business Administration
Nationwide Insurance September 2012 - Present
Wellmark Blue Cross Blue Shield November 2005 - August 2012
Principal Financial Group 1992 - 2005
United Bank May 1989 - January 1992
Skills
Team Leadership, ITIL Certified, Vendor Relationships, Healthcare Information..., Business Process..., Team Building, Metrics, Project Management, Electronic Data..., HIPAA, ANSI X12, 837P, 837I, 835, 276/277, 270/271, 278, Business Objects, Business Analysis, COBOL, SQL, Microsoft Office, SharePoint, Access, ibm websphere workflow..., Silk Central, B2T, Process Improvement, CICS, SDLC, EDI, Leadership, Mainframe, SOA, Resource Management, Agile Methodologies, JCL, IT Management, Agile Project Management, Health Insurance, Information Technology, Scrum, TSO, Quality Center, Insurance, Requirements Analysis, Software Documentation, Requirements Gathering, Business Requirements, Management
Education
Grand View College 1986 — 1990
Bachelor, Business Administration
Alan Dumas's Principal Financial Group Experience September 1998 - April 2004
Job Vice President, Retirement Plan Counselor, American Funds
Industry Financial Services
Experience
American Funds June 2012 - Present
Putnam Investments November 2009 - June 2012
Fidelity Investments April 2004 - November 2009
Principal Financial Group September 1998 - April 2004
Skills
Mutual Funds, Defined Benefit, Series 6, Retirement Planning, Investment Advisory, Investments, ERISA, Retirement Plan..., Wealth Management, Asset Allocation, Pensions, Defined Contribution, Alternative Investments, Investment Strategies, FINRA
Education
Hobart and William Smith Colleges 1991 — 1995
Bachelor's Degree, Economics
American Funds June 2012 - Present
Putnam Investments November 2009 - June 2012
Fidelity Investments April 2004 - November 2009
Principal Financial Group September 1998 - April 2004
Skills
Mutual Funds, Defined Benefit, Series 6, Retirement Planning, Investment Advisory, Investments, ERISA, Retirement Plan..., Wealth Management, Asset Allocation, Pensions, Defined Contribution, Alternative Investments, Investment Strategies, FINRA
Education
Hobart and William Smith Colleges 1991 — 1995
Bachelor's Degree, Economics
Debbie Brecher's Principal Financial Group Experience March 2015 - Present
Job Director Client Relations
Industry Financial Services
Experience
Principal Financial Group March 2015 - Present
Principal Financial Group March 2010 - March 2015
Principal Financial Group March 2005 - March 2010
Principal Financial Group May 2000 - April 2005
Principal Financial Group March 1998 - 2000
Principal Financial Group April 1995 - March 1998
Principal Financial Group 1993 - 1995
Principal Financial Group 1990 - 1993
Skills
Series 7, Retirement, Insurance, 401k, Underwriting, Pensions, Financial Services, Training, Client Services, Financial Analysis, Life Insurance, Securities
Education
Hawkeye Community College
Principal Financial Group March 2015 - Present
Principal Financial Group March 2010 - March 2015
Principal Financial Group March 2005 - March 2010
Principal Financial Group May 2000 - April 2005
Principal Financial Group March 1998 - 2000
Principal Financial Group April 1995 - March 1998
Principal Financial Group 1993 - 1995
Principal Financial Group 1990 - 1993
Skills
Series 7, Retirement, Insurance, 401k, Underwriting, Pensions, Financial Services, Training, Client Services, Financial Analysis, Life Insurance, Securities
Education
Hawkeye Community College
Mark Raymie's Principal Financial Group Experience April 1992 - October 1998
Job Vice President Crop Insurance
Industry Executive Office
Experience
AmTrust Financial Services, Inc. (AFSI) March 2015 - Present
Marion County Board of Supervisors January 2013 - Present
The Coffee Connection, LLC January 2012 - Present
Red Rock Consulting, LLC December 2010 - February 2015
John Deere Credit June 2006 - November 2010
NCMIC April 1999 - February 2006
Principal Financial Group April 1992 - October 1998
Skills
Insurance, Risk Management, Underwriting, Contract Negotiation, Corporate Governance, Public Speaking, Privacy Law
Education
Hamline University School of Law 1987 — 1990
JD, Law
Iowa State University 1982 — 1986
B.S., History/Education
AmTrust Financial Services, Inc. (AFSI) March 2015 - Present
Marion County Board of Supervisors January 2013 - Present
The Coffee Connection, LLC January 2012 - Present
Red Rock Consulting, LLC December 2010 - February 2015
John Deere Credit June 2006 - November 2010
NCMIC April 1999 - February 2006
Principal Financial Group April 1992 - October 1998
Skills
Insurance, Risk Management, Underwriting, Contract Negotiation, Corporate Governance, Public Speaking, Privacy Law
Education
Hamline University School of Law 1987 — 1990
JD, Law
Iowa State University 1982 — 1986
B.S., History/Education
William McMullen's Principal Financial Group Experience January 1999 - January 2001
Job Executive Sales Manager at Infinity Business Group
Industry Financial Services
Experience
Infinity Business Group January 2008 - Present
Life of the South April 2003 - February 2008
AIG/American General January 2001 - January 2003
Principal Financial Group January 1999 - January 2001
Northwestern Mutual Life January 1998 - January 1999
CIGNA Group Insurance January 1996 - January 1998
Education
Hood College
MBA, Finance
Northeastern University
BS, Marketing
Infinity Business Group January 2008 - Present
Life of the South April 2003 - February 2008
AIG/American General January 2001 - January 2003
Principal Financial Group January 1999 - January 2001
Northwestern Mutual Life January 1998 - January 1999
CIGNA Group Insurance January 1996 - January 1998
Education
Hood College
MBA, Finance
Northeastern University
BS, Marketing
Fred Lemmon's Principal Financial Group Experience June 1983 - Present
Job Senior Financial Representative at Principal Financial Group
Industry Insurance
Experience
Principal Financial Group June 1983 - Present
Bankers Life (Iowa) June 1983 - June 1994
Skills
Fixed Annuities, Retirement Planning, Disability Insurance, IRAs, Series 63, Series 7, 401k, Term Life Insurance, Life Insurance, Long-term Care, Mutual Funds, Wealth Accumulation
Education
American College 2002 — 2005
Master of Financial Services (MSFS), Financial Planning and Services
Harding University 1960 — 1963
Bachelor of Science (B.S.)
Principal Financial Group June 1983 - Present
Bankers Life (Iowa) June 1983 - June 1994
Skills
Fixed Annuities, Retirement Planning, Disability Insurance, IRAs, Series 63, Series 7, 401k, Term Life Insurance, Life Insurance, Long-term Care, Mutual Funds, Wealth Accumulation
Education
American College 2002 — 2005
Master of Financial Services (MSFS), Financial Planning and Services
Harding University 1960 — 1963
Bachelor of Science (B.S.)
Melissa Doke's Principal Financial Group Experience July 2007 - February 2011
Job Reporting Analyst at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group July 2007 - February 2011
Principal Financial Group June 2004 - July 2007
Education
Hastings College 2000 — 2004
Bachelors, Business Admin & Health Promotion
Principal Financial Group July 2007 - February 2011
Principal Financial Group June 2004 - July 2007
Education
Hastings College 2000 — 2004
Bachelors, Business Admin & Health Promotion
Rhonda Joens's Principal Financial Group Experience April 2007 - May 2012
Job Compensation Consultant at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo December 2014 - Present
Wells Fargo January 2014 - December 2014
Businessolver October 2012 - January 2014
Principal Financial Group April 2007 - May 2012
Principal Financial Group April 2006 - April 2007
ADP July 2000 - April 2006
ADP July 2000 - April 2006
ADP July 2000 - April 2006
ADP July 2000 - April 2006
ADP July 2000 - April 2006
Skills
Employee Benefits, Analysis, Customer Service, Human Resources, Microsoft Excel, PeopleSoft, Process Improvement, Business Objects, Microsoft Word, Problem Solving, Employee Relations, Invoicing, Hypertext, Vendor Management, Call Center, Payroll, Salesforce.com
Education
Iowa State University 1996 — 2000
Bachelors, Horticulture
Hawkeye Community College 1993 — 1996
Associate of Arts (AA), General Studies
Wells Fargo December 2014 - Present
Wells Fargo January 2014 - December 2014
Businessolver October 2012 - January 2014
Principal Financial Group April 2007 - May 2012
Principal Financial Group April 2006 - April 2007
ADP July 2000 - April 2006
ADP July 2000 - April 2006
ADP July 2000 - April 2006
ADP July 2000 - April 2006
ADP July 2000 - April 2006
Skills
Employee Benefits, Analysis, Customer Service, Human Resources, Microsoft Excel, PeopleSoft, Process Improvement, Business Objects, Microsoft Word, Problem Solving, Employee Relations, Invoicing, Hypertext, Vendor Management, Call Center, Payroll, Salesforce.com
Education
Iowa State University 1996 — 2000
Bachelors, Horticulture
Hawkeye Community College 1993 — 1996
Associate of Arts (AA), General Studies
Tina Kohagen's Principal Financial Group Experience Office ManagerUpper Iowa University1990 - 1995
Job Administrative Coordinator at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group Office ManagerUpper Iowa University1990 - 1995
Stateman Bank 1985 - 1989
Education
Hawkeye Community College
Principal Financial Group Office ManagerUpper Iowa University1990 - 1995
Stateman Bank 1985 - 1989
Education
Hawkeye Community College
Nicole Strassburg's Principal Financial Group Experience April 2013 - Present
Job Institutional Education Analyst at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group April 2013 - Present
Principal Financial Group April 2007 - April 2013
Extol Mortgage Services Inc. June 2005 - January 2007
Dillard's February 2005 - June 2005
Minneapolis Vascular Institute July 2001 - July 2003
The Other Place June 1995 - May 2001
Education
The University of Northern Iowa 1998 — 2000
Bachelor of Arts (BA), Communications
Hawkeye Community College 1995 — 1997
Northwest Missouri State University 1994 — 1995
General Studies
Principal Financial Group April 2013 - Present
Principal Financial Group April 2007 - April 2013
Extol Mortgage Services Inc. June 2005 - January 2007
Dillard's February 2005 - June 2005
Minneapolis Vascular Institute July 2001 - July 2003
The Other Place June 1995 - May 2001
Education
The University of Northern Iowa 1998 — 2000
Bachelor of Arts (BA), Communications
Hawkeye Community College 1995 — 1997
Northwest Missouri State University 1994 — 1995
General Studies
Robert Rockwell's Principal Financial Group Experience January 1997 - Present
Job IT System Analyst Lead at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group January 1997 - Present
Principal Financial Group January 1991 - December 1996
Principal Financial Group August 1985 - December 1990
Skills
JCL, SDLC, CICS, COBOL, DB2
Education
Grand View College 1987 — 1991
Bachelor, Applied Computer Science
Principal Financial Group January 1997 - Present
Principal Financial Group January 1991 - December 1996
Principal Financial Group August 1985 - December 1990
Skills
JCL, SDLC, CICS, COBOL, DB2
Education
Grand View College 1987 — 1991
Bachelor, Applied Computer Science
Travis Clatt's Principal Financial Group Experience February 2007 - Present
Job Sr. Sales Compensation Consultant at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group February 2007 - Present
Principal Financial Group April 2004 - February 2007
Principal Financial Group August 1999 - April 2004
Skills
Business Intelligence, Insurance, Strategic Planning, Sales Management, Budget, Change Management, Business Planning, Process Improvement, Business Analysis, Budgets, Market Research, 401k, Access, Retirement, Strategic Financial..., Finance, Retirement Planning, Risk Management, Mutual Funds
Education
University of Iowa 1996 — 1998
Master of Business Administration (MBA)
Grand View College 1990 — 1993
Bachelor of Arts (BA), Accounting
Principal Financial Group February 2007 - Present
Principal Financial Group April 2004 - February 2007
Principal Financial Group August 1999 - April 2004
Skills
Business Intelligence, Insurance, Strategic Planning, Sales Management, Budget, Change Management, Business Planning, Process Improvement, Business Analysis, Budgets, Market Research, 401k, Access, Retirement, Strategic Financial..., Finance, Retirement Planning, Risk Management, Mutual Funds
Education
University of Iowa 1996 — 1998
Master of Business Administration (MBA)
Grand View College 1990 — 1993
Bachelor of Arts (BA), Accounting
Neil Knierim's Principal Financial Group Experience May 2012 - Present
Job Financial Advisor at Principal Financial Group
Industry Investment Management
Experience
Principal Financial Group May 2012 - Present
Pittman Financial Partners November 2011 - May 2012
Edward Jones June 2010 - August 2011
Skills
Retirement Planning, 401k Rollovers, IRAs, Series 7, Investment Strategies, Retirement, Asset Allocation, Mutual Funds, 401k, Investments, Bonds, ETFs, Securities, Estate Planning, Strategic Financial..., Life Insurance, Asset Managment, Disability Insurance, Long-term Care, Portfolio Management, Term Life Insurance, Pensions, Equities, Uniform Combined State..., Fixed Income, College Savings Plans, Insurance, Saving for Education, Roth IRA, Financial Advisory, Hedge Funds, Variable Annuities, Financial Services, Financial Analysis, FINRA, Long Term Care Insurance
Education
Midwestern Baptist Theological Seminary 1996 — 2001
Doctor of Ministry, Leadership
Midwestern Baptist Theological Seminary 1978 — 1982
Master's degree, Theology/Theological Studies
Hannibal-Lagrange College 1974 — 1978
Bachelor's degree, Theology/Theological Studies
Principal Financial Group May 2012 - Present
Pittman Financial Partners November 2011 - May 2012
Edward Jones June 2010 - August 2011
Skills
Retirement Planning, 401k Rollovers, IRAs, Series 7, Investment Strategies, Retirement, Asset Allocation, Mutual Funds, 401k, Investments, Bonds, ETFs, Securities, Estate Planning, Strategic Financial..., Life Insurance, Asset Managment, Disability Insurance, Long-term Care, Portfolio Management, Term Life Insurance, Pensions, Equities, Uniform Combined State..., Fixed Income, College Savings Plans, Insurance, Saving for Education, Roth IRA, Financial Advisory, Hedge Funds, Variable Annuities, Financial Services, Financial Analysis, FINRA, Long Term Care Insurance
Education
Midwestern Baptist Theological Seminary 1996 — 2001
Doctor of Ministry, Leadership
Midwestern Baptist Theological Seminary 1978 — 1982
Master's degree, Theology/Theological Studies
Hannibal-Lagrange College 1974 — 1978
Bachelor's degree, Theology/Theological Studies
Tina Washington's Principal Financial Group Experience 2007 - 2012
Job Mortgage Closer at Navy Federal Credit Union
Industry Financial Services
Experience
Navy Federal Credit Union April 2014 - Present
Principal Financial Group 2007 - 2012
Skills
Mortgage Lending, Credit
Education
Grand View College
Bachelor's degree, Business Administration and Management, General
Navy Federal Credit Union April 2014 - Present
Principal Financial Group 2007 - 2012
Skills
Mortgage Lending, Credit
Education
Grand View College
Bachelor's degree, Business Administration and Management, General
Bonnie Speicher's Principal Financial Group Experience January 2013 - Present
Job CSR at Principal Financial Group
Industry Airlines/Aviation
Experience
Principal Financial Group January 2013 - Present
Regional Elite November 2006 - Present
Airport Terminal Services 2006 - 2013
Iowa Health System November 2005 - September 2006
Walmart August 2004 - January 2006
Skills
Customer Service, Microsoft Word, Airlines, Flights, Microsoft Excel, Airports, Transportation, Aviation, Commercial Aviation
Education
Hamilton Technical College 2001 — 2002
Northeast Iowa Community College-Calmar 1979 — 1980
Diploma, General Office Occupations and Clerical Services
Principal Financial Group January 2013 - Present
Regional Elite November 2006 - Present
Airport Terminal Services 2006 - 2013
Iowa Health System November 2005 - September 2006
Walmart August 2004 - January 2006
Skills
Customer Service, Microsoft Word, Airlines, Flights, Microsoft Excel, Airports, Transportation, Aviation, Commercial Aviation
Education
Hamilton Technical College 2001 — 2002
Northeast Iowa Community College-Calmar 1979 — 1980
Diploma, General Office Occupations and Clerical Services
Harry Deering's Principal Financial Group Experience October 1996 - April 2004
Job
Industry Banking
Experience
SECU October 2007 - Present
General Growth Properties March 2005 - April 2007
Principal Financial Group October 1996 - April 2004
Skills
Financial Analysis, Accounting, Budgets, Accounts Payable, Microsoft Excel, Outlook, Microsoft Word, Microsoft Office, Credit, Loans, Finance, Banking, Cash Management, Training, Account Reconciliation, Risk Management
Education
Hampton University 1990 — 1994
Bachelor of Science (BS), Accounting and Finance
NJIT 1988 — 1990
Engineering
SECU October 2007 - Present
General Growth Properties March 2005 - April 2007
Principal Financial Group October 1996 - April 2004
Skills
Financial Analysis, Accounting, Budgets, Accounts Payable, Microsoft Excel, Outlook, Microsoft Word, Microsoft Office, Credit, Loans, Finance, Banking, Cash Management, Training, Account Reconciliation, Risk Management
Education
Hampton University 1990 — 1994
Bachelor of Science (BS), Accounting and Finance
NJIT 1988 — 1990
Engineering
Rich Santora's Principal Financial Group Experience June 1987 - August 1993
Job Systems Analyst at Xerox
Industry Information Technology and Services
Experience
Xerox February 1998 - Present
CD Factory August 1993 - February 1998
Freelance Photographer: Self Employed August 1993 - June 1995
Principal Financial Group June 1987 - August 1993
Skills
Color Management, Pre-press Experience, Digital Printing, Variable Data Printing, Photography, Computer Graphics Design, Offset Printing, Network Administration, Process Improvement, Graphic Design, Integration, Microsoft Office
Education
Grand View College 1984 — 1987
Bachelor's degree, Radio, Television, and Digital Communication
Xerox February 1998 - Present
CD Factory August 1993 - February 1998
Freelance Photographer: Self Employed August 1993 - June 1995
Principal Financial Group June 1987 - August 1993
Skills
Color Management, Pre-press Experience, Digital Printing, Variable Data Printing, Photography, Computer Graphics Design, Offset Printing, Network Administration, Process Improvement, Graphic Design, Integration, Microsoft Office
Education
Grand View College 1984 — 1987
Bachelor's degree, Radio, Television, and Digital Communication
The Principal Financial Group
BTG Pactual
HuaTai Securities Co.,Ltd.
Guosen Securities
PFG
Principal Financial
Principle
Fubon Financial Holdings