Principal Financial Group
Industry: Financial investment management company
DescriptionThe Principal Financial Group is a global financial investment management and insurance company headquartered in Des Moines, Iowa. Headquarters: Des Moines, Iowa, United States CEO: Daniel Joseph Houston (18 Aug 2015–) Assets under management: 692.4 billion USD (2017) Subsidiaries: Principal Securities, Inc.,
Principal Financial Group List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Principal Financial Group. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Principal Financial Group Salaries. You can even request information on how much does Principal Financial Group pay if you want to. Learn about salaries, pros and cons of working for Principal Financial Group directly from the past employees.
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8,325 Principal Financial Group employees in database. Find out everything there's to know about Principal Financial Group employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Principal Financial Group Employees
Employee
Years
Job
Industry
Sherri Brose Sherri Brose's Principal Financial Group Experience October 2013 - Present
Job Business Architect at Principal Financial Group
Industry Insurance
Experience
Principal Financial Group October 2013 - Present
Principal Financial Group April 2012 - Present
Principal Financial Group April 2009 - Present
Principal Financial Group February 2003 - March 2009
Skills
Business Architecture, Business Analysis, Architecture, IT Strategy, Visio, Data Modeling, Solution Architecture, Analysis, Requirements Gathering, Business Requirements, Application Development, Waterfall, Software Design, Software Project..., Project Planning, Software Development, Architectures, Requirements Analysis
Education
Iowa State University
BBA, Major in Marketing
Principal Financial Group October 2013 - Present
Principal Financial Group April 2012 - Present
Principal Financial Group April 2009 - Present
Principal Financial Group February 2003 - March 2009
Skills
Business Architecture, Business Analysis, Architecture, IT Strategy, Visio, Data Modeling, Solution Architecture, Analysis, Requirements Gathering, Business Requirements, Application Development, Waterfall, Software Design, Software Project..., Project Planning, Software Development, Architectures, Requirements Analysis
Education
Iowa State University
BBA, Major in Marketing
Thao Pham's Principal Financial Group Experience June 2013 - Present
Job IT Quality Control Analyst II at Principal Financial Group
Industry Information Technology and Services
Experience
Principal Financial Group June 2013 - Present
Thielen Student Health Center December 2011 - April 2013
Principal Financial Group May 2012 - August 2012
Principal Financial Group May 2011 - December 2011
Skills
SQL, HTML, Visio, Software Quality..., Requirements Analysis, Performance Testing, Agile Testing, Mobile Testing, Atlassian JIRA, TSO, Agile & Waterfall..., Load Testing, DB2
Education
Iowa State University 2009 — 2013
Management Information Systems
Principal Financial Group June 2013 - Present
Thielen Student Health Center December 2011 - April 2013
Principal Financial Group May 2012 - August 2012
Principal Financial Group May 2011 - December 2011
Skills
SQL, HTML, Visio, Software Quality..., Requirements Analysis, Performance Testing, Agile Testing, Mobile Testing, Atlassian JIRA, TSO, Agile & Waterfall..., Load Testing, DB2
Education
Iowa State University 2009 — 2013
Management Information Systems
Tsu-ting Tim Lin Tsu-ting Tim Lin's Principal Financial Group Experience January 2001 - May 2001
Job Assistant Professor at Gettysburg College
Industry Higher Education
Experience
Gettysburg College August 2012 - Present
Northwestern University September 2003 - August 2012
Watson Wyatt May 2001 - August 2002
Principal Financial Group January 2001 - May 2001
Skills
Economics, Stata, Statistics, Econometrics, Data Analysis, Research, LaTeX, Matlab, Higher Education, Qualitative Research, University Teaching
Education
Northwestern University
Ph.D., Economics
Iowa State University
B.S., Economics, Mathematics, and Statistics
Gettysburg College August 2012 - Present
Northwestern University September 2003 - August 2012
Watson Wyatt May 2001 - August 2002
Principal Financial Group January 2001 - May 2001
Skills
Economics, Stata, Statistics, Econometrics, Data Analysis, Research, LaTeX, Matlab, Higher Education, Qualitative Research, University Teaching
Education
Northwestern University
Ph.D., Economics
Iowa State University
B.S., Economics, Mathematics, and Statistics
Amy Schlicher Amy Schlicher's Principal Financial Group Experience Research AnalystPrincipal Financial2002 - Present
Job Sr. Research Analyst at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group Research AnalystPrincipal Financial2002 - Present
Principal Financial Group July 2000 - September 2002
Skills
Market Research, Series 7, 401k, Retirement, Mutual Funds, Strategic Communications, Investments, Financial Services, Analysis, Retirement Planning, Business Analysis, Insurance, Data Analysis
Education
Iowa State University - College of Business 1996 — 2000
Principal Financial Group Research AnalystPrincipal Financial2002 - Present
Principal Financial Group July 2000 - September 2002
Skills
Market Research, Series 7, 401k, Retirement, Mutual Funds, Strategic Communications, Investments, Financial Services, Analysis, Retirement Planning, Business Analysis, Insurance, Data Analysis
Education
Iowa State University - College of Business 1996 — 2000
Heather (Kemp) Schrader, MBA Heather (Kemp) Schrader, MBA's Principal Financial Group Experience June 2012 - May 2014
Job Individual Investor Specialist II Pension at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group June 2012 - May 2014
Principal Bank August 2011 - June 2012
Veridian Credit Union July 2009 - May 2011
Veridian Credit Union October 2008 - July 2009
Veridian Credit Union August 2007 - October 2008
Veridian Credit Union May 2008 - July 2008
University of Northern Iowa Physical Plant 2004 - 2007
Waterloo Bucks Baseball Team May 2006 - August 2006
Skills
Customer Service, Consumer Lending, Time Management, Management, Microsoft Excel, Microsoft Office, Financial Analysis, Access, Underwriting, PowerPoint, Loans, Outlook, Team Building, Microsoft Word, Sales
Education
Iowa State University - College of Business 2010 — 2012
MBA
University of Northern Iowa 2003 — 2007
BA
Principal Financial Group June 2012 - May 2014
Principal Bank August 2011 - June 2012
Veridian Credit Union July 2009 - May 2011
Veridian Credit Union October 2008 - July 2009
Veridian Credit Union August 2007 - October 2008
Veridian Credit Union May 2008 - July 2008
University of Northern Iowa Physical Plant 2004 - 2007
Waterloo Bucks Baseball Team May 2006 - August 2006
Skills
Customer Service, Consumer Lending, Time Management, Management, Microsoft Excel, Microsoft Office, Financial Analysis, Access, Underwriting, PowerPoint, Loans, Outlook, Team Building, Microsoft Word, Sales
Education
Iowa State University - College of Business 2010 — 2012
MBA
University of Northern Iowa 2003 — 2007
BA
Adam Brewer Adam Brewer's Principal Financial Group Experience May 2012 - August 2012
Job Mobile Devices / Messaging Administrator at FBL Financial Group
Industry Information Technology and Services
Experience
FBL Financial Group, Inc. August 2012 - Present
Principal Financial Group May 2012 - August 2012
Holmes Murphy & Associates July 2010 - May 2012
Apple Inc. September 2010 - November 2010
IBM June 2009 - July 2010
Iowa State University August 2007 - May 2009
Hy Vee May 2008 - January 2009
Kingland Systems May 2007 - August 2007
Hy Vee May 2004 - May 2007
Best Buy November 2001 - December 2003
Skills
iPad, Mobile Device Management, iOS, Windows, Team Leadership, Lotus Notes, iPhone, Windows 7, Mac OS, Lotus Notes Traveler, Mobile Devices, OS X, Mac OS X, Lotus Domino, Mobile Technology, BlackBerry, Blackberry Enterprise..., VoIP, Citrix, Mac, OS X Lion, OS X Mountain Lion, Microsoft Exchange, Active Directory, VMware, Troubleshooting, Disaster Recovery, Windows Server, Servers, Software Documentation, VMware ESX, Computer Hardware, Security, Technical Support, XP, Help Desk Support, Cloud Computing, Blackberry, Software Installation, System Administration
Education
Iowa State University - College of Business 2003 — 2009
Bachelor of Science (B.S.), Management Information Systems
Washington High School 1998 — 2002
H.S. Diploma, High School Education
FBL Financial Group, Inc. August 2012 - Present
Principal Financial Group May 2012 - August 2012
Holmes Murphy & Associates July 2010 - May 2012
Apple Inc. September 2010 - November 2010
IBM June 2009 - July 2010
Iowa State University August 2007 - May 2009
Hy Vee May 2008 - January 2009
Kingland Systems May 2007 - August 2007
Hy Vee May 2004 - May 2007
Best Buy November 2001 - December 2003
Skills
iPad, Mobile Device Management, iOS, Windows, Team Leadership, Lotus Notes, iPhone, Windows 7, Mac OS, Lotus Notes Traveler, Mobile Devices, OS X, Mac OS X, Lotus Domino, Mobile Technology, BlackBerry, Blackberry Enterprise..., VoIP, Citrix, Mac, OS X Lion, OS X Mountain Lion, Microsoft Exchange, Active Directory, VMware, Troubleshooting, Disaster Recovery, Windows Server, Servers, Software Documentation, VMware ESX, Computer Hardware, Security, Technical Support, XP, Help Desk Support, Cloud Computing, Blackberry, Software Installation, System Administration
Education
Iowa State University - College of Business 2003 — 2009
Bachelor of Science (B.S.), Management Information Systems
Washington High School 1998 — 2002
H.S. Diploma, High School Education
Alyssa Vogel Alyssa Vogel's Principal Financial Group Experience June 2011 - Present
Job Leadership Development Program Associate II at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group June 2011 - Present
IBM December 2009 - June 2010
Baxter International Inc. June 2007 - December 2009
Education
Iowa State University - College of Business
Bachelor of Science (BS), Finance and International Business (minors: Spanish, Psychology, Accounting)
Principal Financial Group June 2011 - Present
IBM December 2009 - June 2010
Baxter International Inc. June 2007 - December 2009
Education
Iowa State University - College of Business
Bachelor of Science (BS), Finance and International Business (minors: Spanish, Psychology, Accounting)
Amy Wiederin Amy Wiederin's Principal Financial Group Experience 2000 - 2006
Job Realtor at Coldwell Banker MidAmerica Group
Industry Real Estate
Experience
Coldwell Banker Mid-America Group February 2011 - Present
Realty Xperts LLC August 2005 - February 2011
Principal Financial Group 2000 - 2006
Principal Financial Group January 1999 - October 2000
Skills
Landlord, Retirement Planning, Sellers, Residential Homes, First Time Home Buyers, REO, Foreclosures, Investors, Single Family Homes, Investment Properties, Short Sales, New Home Sales, Buyer Representation, Real Estate, Real Property, Vacation Homes, Real Estate Development, Move Up Buyers, Commercial Real Estate, Relocation, Listings, New Homes, Townhomes, Real Estate Transactions, Landlords, Buyers, ABR, Condos, Referrals
Education
Iowa State University - College of Business 1996 — 1998
Bachelor of Science, Finance
Kuemper 1990 — 1994
Coldwell Banker Mid-America Group February 2011 - Present
Realty Xperts LLC August 2005 - February 2011
Principal Financial Group 2000 - 2006
Principal Financial Group January 1999 - October 2000
Skills
Landlord, Retirement Planning, Sellers, Residential Homes, First Time Home Buyers, REO, Foreclosures, Investors, Single Family Homes, Investment Properties, Short Sales, New Home Sales, Buyer Representation, Real Estate, Real Property, Vacation Homes, Real Estate Development, Move Up Buyers, Commercial Real Estate, Relocation, Listings, New Homes, Townhomes, Real Estate Transactions, Landlords, Buyers, ABR, Condos, Referrals
Education
Iowa State University - College of Business 1996 — 1998
Bachelor of Science, Finance
Kuemper 1990 — 1994
Sharla Kramer Sharla Kramer's Principal Financial Group Experience May 2010 - August 2011
Job Process Improvement and Training Specialist
Industry Insurance
Experience
Group Benefits Limited May 2015 - Present
Group Benefits, Ltd. September 2013 - Present
Holmes Murphy & Associates July 2011 - April 2013
Principal Financial Group May 2010 - August 2011
Iowa Health System May 2010 - October 2010
Health Systems International July 2008 - January 2010
Iowa Health October 2007 - July 2008
Wells Fargo Financial May 2007 - September 2007
Vander Ploeg Bakery August 2000 - May 2007
Skills
Customer Service, Employee Benefits, Insurance, Microsoft Office, Management, Health Insurance, Sales, Account Management, Process Improvement, Microsoft Excel, PowerPoint, Microsoft Word, Teamwork, Recruiting, Human Resources, Life/STD/LTD insurance, Training, Spreadsheets, Annual Reports
Education
Iowa State University 2004 — 2007
Bachelor of Arts, Psychology
Pella High School 1999 — 2003
General
Allied Schools
Medical Billing and Terminology
Group Benefits Limited May 2015 - Present
Group Benefits, Ltd. September 2013 - Present
Holmes Murphy & Associates July 2011 - April 2013
Principal Financial Group May 2010 - August 2011
Iowa Health System May 2010 - October 2010
Health Systems International July 2008 - January 2010
Iowa Health October 2007 - July 2008
Wells Fargo Financial May 2007 - September 2007
Vander Ploeg Bakery August 2000 - May 2007
Skills
Customer Service, Employee Benefits, Insurance, Microsoft Office, Management, Health Insurance, Sales, Account Management, Process Improvement, Microsoft Excel, PowerPoint, Microsoft Word, Teamwork, Recruiting, Human Resources, Life/STD/LTD insurance, Training, Spreadsheets, Annual Reports
Education
Iowa State University 2004 — 2007
Bachelor of Arts, Psychology
Pella High School 1999 — 2003
General
Allied Schools
Medical Billing and Terminology
Shelly Leonard Shelly Leonard's Principal Financial Group Experience May 2007 - August 2007
Job Head of People at Real HQ
Industry Human Resources
Experience
Real HQ Chief of StaffReal HQSeptember 2010 - Present
Paperless Pipeline July 2010 - September 2013
Triton Barn Systems October 2009 - July 2010
eDash Marketing January 2008 - July 2010
ITAGroup September 2008 - August 2009
ITAGroup September 2007 - September 2008
Principal Financial Group May 2007 - August 2007
Iowa State Daily 2006 - 2007
Skills
Copywriting, Newsletters, Blogging, Marketing Communications, Editing, Web Content, Proofreading, Brochures, Content Strategy
Education
Iowa State University 2003 — 2007
B.A., Marketing, Journalism
Iowa State University - College of Business 2003 — 2007
Bachelor's, Marketing, Journalism
Real HQ Chief of StaffReal HQSeptember 2010 - Present
Paperless Pipeline July 2010 - September 2013
Triton Barn Systems October 2009 - July 2010
eDash Marketing January 2008 - July 2010
ITAGroup September 2008 - August 2009
ITAGroup September 2007 - September 2008
Principal Financial Group May 2007 - August 2007
Iowa State Daily 2006 - 2007
Skills
Copywriting, Newsletters, Blogging, Marketing Communications, Editing, Web Content, Proofreading, Brochures, Content Strategy
Education
Iowa State University 2003 — 2007
B.A., Marketing, Journalism
Iowa State University - College of Business 2003 — 2007
Bachelor's, Marketing, Journalism
Steve Bernhardt Steve Bernhardt's Principal Financial Group Experience March 2012 - April 2013
Job Registered Representative
Industry Financial Services
Experience
AXA Advisors LLC May 2013 - Present
Principal Financial Group March 2012 - April 2013
Rockwell Collins 1999 - 2011
Lockheed Martin February 1988 - May 1999
NASA Johnson Space Center June 1980 - February 1988
Skills
Financial Needs Analysis
Education
University of Denver 1996 — 1998
Master of Business Administration (MBA), Business Administration and Management, General
Iowa State University 1975 — 1980
Bachelor of Science (B.S.), Aerospace, Aeronautical and Astronautical Engineering
Dike High School
AXA Advisors LLC May 2013 - Present
Principal Financial Group March 2012 - April 2013
Rockwell Collins 1999 - 2011
Lockheed Martin February 1988 - May 1999
NASA Johnson Space Center June 1980 - February 1988
Skills
Financial Needs Analysis
Education
University of Denver 1996 — 1998
Master of Business Administration (MBA), Business Administration and Management, General
Iowa State University 1975 — 1980
Bachelor of Science (B.S.), Aerospace, Aeronautical and Astronautical Engineering
Dike High School
Evan Engel Evan Engel's Principal Financial Group Experience May 2005 - Present
Job Application developer
Industry Computer Software
Experience
Principal Financial Group May 2005 - Present
Skills
AJAX, jQuery, XML, SQL, Microsoft SQL Server, MySQL, SOAP, Java Enterprise Edition, CSS, Java, Software Development
Education
Iowa State University - College of Business 2000 — 2005
Principal Financial Group May 2005 - Present
Skills
AJAX, jQuery, XML, SQL, Microsoft SQL Server, MySQL, SOAP, Java Enterprise Edition, CSS, Java, Software Development
Education
Iowa State University - College of Business 2000 — 2005
Shea Daniels's Principal Financial Group Experience July 2007 - December 2008
Job Builder Developer at Dwolla
Industry Information Technology and Services
Experience
Dwolla October 2013 - Present
Polk County December 2008 - October 2013
Principal Financial Group July 2007 - December 2008
Iowa Department of Transportation May 2006 - May 2007
Iowa State University September 2004 - May 2006
Esterline AVISTA June 2003 - August 2003
Siemens May 2002 - July 2002
P & N Flight and Charter 1999 - 2002
Skills
.NET, PL/SQL, Databases, Visual Basic, ASP.NET, C#, ASP.NET MVC, HTML, CSS, LESS, JavaScript, jQuery, AJAX, Web API, Web Services, REST, Photoshop, Windows Azure, Entity Framework, T-SQL, Microsoft SQL Server, Visual Studio, Umbraco, Subversion, IIS, XML, Objective-C, Java, JSP, PHP
Education
Iowa State University 2002 — 2007
Bachelor of Science (B.S.), Computer Science
Dwolla October 2013 - Present
Polk County December 2008 - October 2013
Principal Financial Group July 2007 - December 2008
Iowa Department of Transportation May 2006 - May 2007
Iowa State University September 2004 - May 2006
Esterline AVISTA June 2003 - August 2003
Siemens May 2002 - July 2002
P & N Flight and Charter 1999 - 2002
Skills
.NET, PL/SQL, Databases, Visual Basic, ASP.NET, C#, ASP.NET MVC, HTML, CSS, LESS, JavaScript, jQuery, AJAX, Web API, Web Services, REST, Photoshop, Windows Azure, Entity Framework, T-SQL, Microsoft SQL Server, Visual Studio, Umbraco, Subversion, IIS, XML, Objective-C, Java, JSP, PHP
Education
Iowa State University 2002 — 2007
Bachelor of Science (B.S.), Computer Science
Thomas Caldera Thomas Caldera's Principal Financial Group Experience July 2008 - June 2012
Job IT Manager at OSF Healthcare System
Industry Information Technology and Services
Experience
OSF HealthCare June 2015 - Present
OSF Healthcare System June 2012 - June 2015
Principal Financial Group July 2008 - June 2012
Skills
SharePoint, Epic Systems, Primavera P6, MS Project, Microsoft Office, Access, Business Analysis, Healthcare Information..., HIPAA, Data Analysis, Outlook, Insurance, Healthcare, Microsoft Excel, PowerPoint, Microsoft Word, Proposal Writing, Visio, HL7, SQL, EHR, Process Improvement, Analysis
Education
Iowa State University 2005 — 2008
Bachelor of Arts (B.A.)
OSF HealthCare June 2015 - Present
OSF Healthcare System June 2012 - June 2015
Principal Financial Group July 2008 - June 2012
Skills
SharePoint, Epic Systems, Primavera P6, MS Project, Microsoft Office, Access, Business Analysis, Healthcare Information..., HIPAA, Data Analysis, Outlook, Insurance, Healthcare, Microsoft Excel, PowerPoint, Microsoft Word, Proposal Writing, Visio, HL7, SQL, EHR, Process Improvement, Analysis
Education
Iowa State University 2005 — 2008
Bachelor of Arts (B.A.)
Wesley Keeler Wesley Keeler's Principal Financial Group Experience May 2011 - Present
Job Learning and Development Spec I at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group May 2011 - Present
Skills
Insurance
Education
Iowa State University 1983 — 1990
Bachelor of Science (BS), Political Science
Principal Financial Group May 2011 - Present
Skills
Insurance
Education
Iowa State University 1983 — 1990
Bachelor of Science (BS), Political Science
Sherri Jensen Sherri Jensen's Principal Financial Group Experience October 2007 - December 2013
Job at
Industry Insurance
Experience
Home RetiredPrincipal Financial GroupDecember 2013 - December 2013
Principal Financial Group October 2007 - December 2013
Principal Financial Group 1996 - 2007
Principal Financial Group 1975 - 1996
Skills
Underwriting, Business Process..., Leadership, Management, Life Insurance, Operations Management, Coaching, Insurance, Disability Insurance, Employee Benefits
Education
Iowa State University 1971 — 1975
B.S., Business
Home RetiredPrincipal Financial GroupDecember 2013 - December 2013
Principal Financial Group October 2007 - December 2013
Principal Financial Group 1996 - 2007
Principal Financial Group 1975 - 1996
Skills
Underwriting, Business Process..., Leadership, Management, Life Insurance, Operations Management, Coaching, Insurance, Disability Insurance, Employee Benefits
Education
Iowa State University 1971 — 1975
B.S., Business
Anthony Kucera Anthony Kucera's Principal Financial Group Experience June 2007 - February 2010
Job Senior Consulting Professional Navigator Management Partners
Industry Information Technology and Services
Experience
Navigator Management Partners May 2011 - Present
Apollo Group February 2010 - May 2011
Principal Financial Group June 2007 - February 2010
Skills
PeopleSoft HR, CRM,..., PeopleTools 8.48-8.51, J2EE, SQL, MySQL, PostgreSQL, PL/SQL, SQL Server, Oracle 9i, 10g/RAC, Java, Eclipse, RAD, DB2, JCL, z/OS, CSS, SQR, XML, Oracle, Business Analysis, PeopleSoft, ELM, PeopleTools, SDLC, Requirements Analysis, Business Intelligence, Microsoft SQL Server, Integration, Process Improvement, Business Process..., Business Process, Java Enterprise Edition
Education
Iowa State University - College of Business 2003 — 2007
Bachelor of Science, Management Information Systems
Navigator Management Partners May 2011 - Present
Apollo Group February 2010 - May 2011
Principal Financial Group June 2007 - February 2010
Skills
PeopleSoft HR, CRM,..., PeopleTools 8.48-8.51, J2EE, SQL, MySQL, PostgreSQL, PL/SQL, SQL Server, Oracle 9i, 10g/RAC, Java, Eclipse, RAD, DB2, JCL, z/OS, CSS, SQR, XML, Oracle, Business Analysis, PeopleSoft, ELM, PeopleTools, SDLC, Requirements Analysis, Business Intelligence, Microsoft SQL Server, Integration, Process Improvement, Business Process..., Business Process, Java Enterprise Edition
Education
Iowa State University - College of Business 2003 — 2007
Bachelor of Science, Management Information Systems
Trisha Hart Trisha Hart's Principal Financial Group Experience May 2002 - Present
Job Assistant Director Corporate Systems Support/Document Services at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group May 2002 - Present
Principal Financial Group July 1992 - May 2002
Tandy Corporation August 1988 - June 1992
TMC Transportation September 1987 - May 1988
Skills
Direct Marketing, Account Management, Direct Mail, Sales, Marketing, Leadership, New Business Development, Marketing Strategy, Contract Negotiation, Insurance, Customer Retention, Business Analysis, SDLC
Education
Iowa State University 1983 — 1987
BA, Logistics, MIS
Coon Rapids - Bayard HS 1980 — 1983
Bachelor of Business Administration
Principal Financial Group May 2002 - Present
Principal Financial Group July 1992 - May 2002
Tandy Corporation August 1988 - June 1992
TMC Transportation September 1987 - May 1988
Skills
Direct Marketing, Account Management, Direct Mail, Sales, Marketing, Leadership, New Business Development, Marketing Strategy, Contract Negotiation, Insurance, Customer Retention, Business Analysis, SDLC
Education
Iowa State University 1983 — 1987
BA, Logistics, MIS
Coon Rapids - Bayard HS 1980 — 1983
Bachelor of Business Administration
Steffen Nass's Principal Financial Group Experience May 2004 - June 2006
Job COO at benefitRFP
Industry Financial Services
Experience
benefitRFP April 2009 - Present
Guardian Life Insurance July 2009 - December 2011
Phoenix Life Insurance Company July 2006 - May 2009
Principal Financial Group May 2004 - June 2006
Northwestern Mutual April 2002 - April 2004
Skills
Executive Pay, Retirement, Deferred Compensation, Insurance, 401k
Education
Iowa State University 1998 — 2003
BS, Finance and International Business
benefitRFP April 2009 - Present
Guardian Life Insurance July 2009 - December 2011
Phoenix Life Insurance Company July 2006 - May 2009
Principal Financial Group May 2004 - June 2006
Northwestern Mutual April 2002 - April 2004
Skills
Executive Pay, Retirement, Deferred Compensation, Insurance, 401k
Education
Iowa State University 1998 — 2003
BS, Finance and International Business
Teon Gunn Teon Gunn's Principal Financial Group Experience July 2004 - October 2005
Job Platinum Relationship Manager at E*TRADE Financial Corporation
Industry Financial Services
Experience
E*TRADE Financial Corporation October 2014 - Present
E*TRADE Financial October 2013 - July 2014
E*TRADE Financial March 2013 - October 2013
E*TRADE Financial June 2011 - March 2013
Charles Schwab May 2007 - March 2011
Charles Schwab & Co., Inc November 2005 - May 2007
Principal Financial Group July 2004 - October 2005
Skills
Training, Management, Financial Services, Finance, Banking, Investments, Project Management, Accounting, Project Planning, Series 63, Microsoft Office, Customer Retention, Event Planning, Retail, Internal Audit, FINRA, 401k, Policy, Series 7, Options
Education
Kennesaw State University 2012 — 2012
Continuing Education, Project Management
Iowa State University 1998 — 2001
E*TRADE Financial Corporation October 2014 - Present
E*TRADE Financial October 2013 - July 2014
E*TRADE Financial March 2013 - October 2013
E*TRADE Financial June 2011 - March 2013
Charles Schwab May 2007 - March 2011
Charles Schwab & Co., Inc November 2005 - May 2007
Principal Financial Group July 2004 - October 2005
Skills
Training, Management, Financial Services, Finance, Banking, Investments, Project Management, Accounting, Project Planning, Series 63, Microsoft Office, Customer Retention, Event Planning, Retail, Internal Audit, FINRA, 401k, Policy, Series 7, Options
Education
Kennesaw State University 2012 — 2012
Continuing Education, Project Management
Iowa State University 1998 — 2001
Amy Holmes Amy Holmes's Principal Financial Group Experience May 2011 - Present
Job Senior Internal Wholesaler, Princor Registered Representative
Industry Financial Services
Experience
Principal Financial Group May 2011 - Present
Century 21 December 2005 - January 2012
Principal Financial Group January 2008 - May 2011
Skills
Life Insurance, Business Owner and..., Supplemental Retirement..., Series 6 & 63...
Education
Iowa State University - College of Business 2001 — 2005
Bachelor's degree of Science, Marketing
Principal Financial Group May 2011 - Present
Century 21 December 2005 - January 2012
Principal Financial Group January 2008 - May 2011
Skills
Life Insurance, Business Owner and..., Supplemental Retirement..., Series 6 & 63...
Education
Iowa State University - College of Business 2001 — 2005
Bachelor's degree of Science, Marketing
Tom Simonson Tom Simonson's Principal Financial Group Experience 1996 - 2003
Job Vice President at Lockton Companies
Industry Investment Management
Experience
Lockton Retirement Services August 2012 - Present
Mercer August 2003 - August 2012
Principal Financial Group 1996 - 2003
Skills
401k, Retirement, Defined Benefit, Series 7, Series 63, Employee Benefits, Defined Contribution, Retirement Planning, Mutual Funds, Investments, Asset Allocation, Pensions, ERISA, Qualified Retirement..., Retirement Plan..., Investment Strategies, Investment Advisory, Wealth Management, Financial Services, Alternative Investments, Investment Management
Education
Wake Forest University 2009 — 2011
Master of Business Administration (M.B.A.)
Iowa State University - College of Business 1991 — 1995
Bachelor of Business Administration (BBA), Finance
Lockton Retirement Services August 2012 - Present
Mercer August 2003 - August 2012
Principal Financial Group 1996 - 2003
Skills
401k, Retirement, Defined Benefit, Series 7, Series 63, Employee Benefits, Defined Contribution, Retirement Planning, Mutual Funds, Investments, Asset Allocation, Pensions, ERISA, Qualified Retirement..., Retirement Plan..., Investment Strategies, Investment Advisory, Wealth Management, Financial Services, Alternative Investments, Investment Management
Education
Wake Forest University 2009 — 2011
Master of Business Administration (M.B.A.)
Iowa State University - College of Business 1991 — 1995
Bachelor of Business Administration (BBA), Finance
Todd Brunia Todd Brunia's Principal Financial Group Experience April 2013 - May 2015
Job An Engineer with an MBA
Industry Internet
Experience
Source Allies Inc. May 2015 - Present
Principal Financial Group April 2013 - May 2015
Xilution, Inc. January 2002 - December 2013
Principal Financial Group October 2007 - April 2013
Berkley Technology Services July 2006 - October 2007
Nationwide Insurance December 2004 - June 2006
Nationwide Insurance January 2003 - December 2004
Power/mation May 1999 - January 2002
Power/mation June 1998 - May 1999
Skills
Tomcat, Databases, Java Enterprise Edition, SQL, XML, Java, Spring, Hibernate, Integration, DB2, Software Development, Architecture, Business Analysis, SDLC, JUnit, Maven, Architectures, Eclipse, Subversion, UML
Education
Iowa State University - College of Business 2006 — 2009
Masters, Business Administration
Iowa State University - College of Engineering 1993 — 1998
BS, Mechanical Engineering
Source Allies Inc. May 2015 - Present
Principal Financial Group April 2013 - May 2015
Xilution, Inc. January 2002 - December 2013
Principal Financial Group October 2007 - April 2013
Berkley Technology Services July 2006 - October 2007
Nationwide Insurance December 2004 - June 2006
Nationwide Insurance January 2003 - December 2004
Power/mation May 1999 - January 2002
Power/mation June 1998 - May 1999
Skills
Tomcat, Databases, Java Enterprise Edition, SQL, XML, Java, Spring, Hibernate, Integration, DB2, Software Development, Architecture, Business Analysis, SDLC, JUnit, Maven, Architectures, Eclipse, Subversion, UML
Education
Iowa State University - College of Business 2006 — 2009
Masters, Business Administration
Iowa State University - College of Engineering 1993 — 1998
BS, Mechanical Engineering
Denise Pierson's Principal Financial Group Experience 1999 - 2007
Job VP, GAAP Reporting for Accordia Life, a subsidiary of Global Atlantic Financial Group
Industry Financial Services
Experience
Global Atlantic Financial Group October 2013 - Present
Randstad Sourceright August 2013 - October 2013
Telligen 2007 - 2013
Principal Financial Group 1999 - 2007
Principal Financial Group 1992 - 1999
Coopers & Lybrand 1989 - 1992
Skills
Financial Reporting, Managerial Finance, Process Improvement, Budgets, Accounting, Strategic Planning, Account Reconciliation, Forecasting, Accounts Payable, CPA, Auditing, Internal Controls, Strategic Financial..., Financial Accounting, General Ledger, Variance Analysis, PowerPoint, Microsoft Office, Business Analysis, Finance, Microsoft Excel, Financial Analysis, Payroll, Sarbanes-Oxley Act, Microsoft Word, Business Process..., Internal Audit, Team Building, Access, GAAP, Financial Audits, Financial Statements, Tax Preparation, Corporate Finance, Tax, Leadership, Accounts Receivable, Banking, SEC filings, Cash Flow, Management, Fixed Assets, Analysis, Training, US GAAP, Policy, Risk Management, Employee Benefits, Cash Management, Software Documentation
Education
Iowa State University - College of Business
Business, Accounting
Global Atlantic Financial Group October 2013 - Present
Randstad Sourceright August 2013 - October 2013
Telligen 2007 - 2013
Principal Financial Group 1999 - 2007
Principal Financial Group 1992 - 1999
Coopers & Lybrand 1989 - 1992
Skills
Financial Reporting, Managerial Finance, Process Improvement, Budgets, Accounting, Strategic Planning, Account Reconciliation, Forecasting, Accounts Payable, CPA, Auditing, Internal Controls, Strategic Financial..., Financial Accounting, General Ledger, Variance Analysis, PowerPoint, Microsoft Office, Business Analysis, Finance, Microsoft Excel, Financial Analysis, Payroll, Sarbanes-Oxley Act, Microsoft Word, Business Process..., Internal Audit, Team Building, Access, GAAP, Financial Audits, Financial Statements, Tax Preparation, Corporate Finance, Tax, Leadership, Accounts Receivable, Banking, SEC filings, Cash Flow, Management, Fixed Assets, Analysis, Training, US GAAP, Policy, Risk Management, Employee Benefits, Cash Management, Software Documentation
Education
Iowa State University - College of Business
Business, Accounting
Starr. Dave Starr. Dave's Principal Financial Group Experience June 2013 - Present
Job Regional Managing Director at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group June 2013 - Present
Principal Financial Group March 2010 - June 2013
Principal Financial Group January 2006 - February 2010
Principal Financial Group June 1999 - December 2005
Iowa State University April 1985 - March 1995
Skills
Succession Planning, Fixed Annuities, 401k, Disability Insurance, Financial Services, Life Insurance, Recruiting and..., Insurance, Retirement, Marketing, Training, Series 7, Finance, Leadership
Education
Simpson College 1976 — 1980
B.A., Journalism
Iowa State University 1988 — 1991
Journalism and Mass Communication
Principal Financial Group June 2013 - Present
Principal Financial Group March 2010 - June 2013
Principal Financial Group January 2006 - February 2010
Principal Financial Group June 1999 - December 2005
Iowa State University April 1985 - March 1995
Skills
Succession Planning, Fixed Annuities, 401k, Disability Insurance, Financial Services, Life Insurance, Recruiting and..., Insurance, Retirement, Marketing, Training, Series 7, Finance, Leadership
Education
Simpson College 1976 — 1980
B.A., Journalism
Iowa State University 1988 — 1991
Journalism and Mass Communication
Nate Roelfs's Principal Financial Group Experience May 2007 - July 2010
Job Graduate Assistantship LEAN Project at University of Iowa
Industry Financial Services
Experience
University of Iowa August 2010 - May 2012
Truly Green Lawn Care Services 2011 - 2012
Pearson Education May 2011 - August 2011
University of Iowa September 2010 - May 2011
Principal Financial Group May 2007 - July 2010
Farmer's Insurance Group October 2006 - May 2007
Legends Sports Photography September 2001 - October 2006
Skills
Budgeting, Process Improvement, Excel, Microsoft Office, Problem Solving, Customer Service, Customer Relations, Data Analysis, PowerPoint, Word, Strategic Planning, Outlook, Financial Analysis, Analysis, Team Leadership, Time Management, Insurance, Microsoft Excel, Forecasting, Leadership, Finance, Change Management, Financial Modeling
Education
University of Iowa 2010 — 2012
Master of Business Administration, Finance Academy, 3.49
Iowa State University - College of Business 2000 — 2004
BS, Management
University of Iowa August 2010 - May 2012
Truly Green Lawn Care Services 2011 - 2012
Pearson Education May 2011 - August 2011
University of Iowa September 2010 - May 2011
Principal Financial Group May 2007 - July 2010
Farmer's Insurance Group October 2006 - May 2007
Legends Sports Photography September 2001 - October 2006
Skills
Budgeting, Process Improvement, Excel, Microsoft Office, Problem Solving, Customer Service, Customer Relations, Data Analysis, PowerPoint, Word, Strategic Planning, Outlook, Financial Analysis, Analysis, Team Leadership, Time Management, Insurance, Microsoft Excel, Forecasting, Leadership, Finance, Change Management, Financial Modeling
Education
University of Iowa 2010 — 2012
Master of Business Administration, Finance Academy, 3.49
Iowa State University - College of Business 2000 — 2004
BS, Management
Jeremy Weiss's Principal Financial Group Experience May 2010 - January 2013
Job Manager Consultant at Sogeti
Industry Management Consulting
Experience
Sogeti January 2013 - Present
Des Moines Area Community College May 2012 - Present
Iowa Central Community College July 2011 - Present
Principal Financial Group May 2010 - January 2013
Gymboree March 2010 - May 2010
The Bon Ton Stores Inc. July 2005 - March 2010
Skills
Leadership, Business Analysis, Management, Organizational..., Building Relationships, Team Leadership, Public Relations, Business Process..., Recruiting, Event Management, Contact Centers, Presentation Development, Innovation, IVR, Contact Center Strategy, Contact Center..., Telephony, Telephony Support, Diversity, Access, Time Management, Public Speaking, Call Centers
Education
William Penn University 2010 — 2011
Masters, Business Leadership
Iowa State University - College of Business 2006 — 2009
B.S. Fall 2009, Management/ Human Resources
Sogeti January 2013 - Present
Des Moines Area Community College May 2012 - Present
Iowa Central Community College July 2011 - Present
Principal Financial Group May 2010 - January 2013
Gymboree March 2010 - May 2010
The Bon Ton Stores Inc. July 2005 - March 2010
Skills
Leadership, Business Analysis, Management, Organizational..., Building Relationships, Team Leadership, Public Relations, Business Process..., Recruiting, Event Management, Contact Centers, Presentation Development, Innovation, IVR, Contact Center Strategy, Contact Center..., Telephony, Telephony Support, Diversity, Access, Time Management, Public Speaking, Call Centers
Education
William Penn University 2010 — 2011
Masters, Business Leadership
Iowa State University - College of Business 2006 — 2009
B.S. Fall 2009, Management/ Human Resources
Andy Schlievert Andy Schlievert's Principal Financial Group Experience September 2005 - October 2007
Job District Manager at ADP
Industry Financial Services
Experience
ADP September 2012 - Present
OneAmerica January 2011 - September 2012
ING October 2007 - January 2011
Principal Financial Group September 2005 - October 2007
Skills
401k, Retirement Planning, Investments, Retirement, Investment Strategies
Education
AIB College of Business 2005 — 2009
Bachelor of Science Degree, Business Administration & Sales/Marketing
Iowa State University - College of Business
Master of Business Administration (MBA), International Finance, 3.8
ADP September 2012 - Present
OneAmerica January 2011 - September 2012
ING October 2007 - January 2011
Principal Financial Group September 2005 - October 2007
Skills
401k, Retirement Planning, Investments, Retirement, Investment Strategies
Education
AIB College of Business 2005 — 2009
Bachelor of Science Degree, Business Administration & Sales/Marketing
Iowa State University - College of Business
Master of Business Administration (MBA), International Finance, 3.8
Tony Burrell's Principal Financial Group Experience 1994 - 1998
Job Client Services
Industry Insurance
Experience
ENNEAD CONSULTING, LLC January 2007 - May 2011
PROGRESSIVE DESIGNS, LLC 1998 - 2005
Principal Financial Group 1994 - 1998
Skills
Training, Strategic Planning, Marketing Strategy, Sales, Employee Training, Start-ups, Negotiation, Employee Benefits, Business Process, Press Releases, Staff Development, Leadership, Account Management, Social Media, Team Building, Coaching, Public Speaking, Strategy, Leadership Development, Public Relations, Marketing
Education
Iowa State University 1992 — 1996
Bachelor of Arts (BA), Speech Communication and Rhetoric
ENNEAD CONSULTING, LLC January 2007 - May 2011
PROGRESSIVE DESIGNS, LLC 1998 - 2005
Principal Financial Group 1994 - 1998
Skills
Training, Strategic Planning, Marketing Strategy, Sales, Employee Training, Start-ups, Negotiation, Employee Benefits, Business Process, Press Releases, Staff Development, Leadership, Account Management, Social Media, Team Building, Coaching, Public Speaking, Strategy, Leadership Development, Public Relations, Marketing
Education
Iowa State University 1992 — 1996
Bachelor of Arts (BA), Speech Communication and Rhetoric
Susan Beierschmitt's Principal Financial Group Experience July 1987 - June 1994
Job Membership Supervisor/Project Coordinator at Iowa Bankers Insurance and Services, Inc.
Industry Insurance
Experience
Iowa Bankers Insurance and Services, Inc. August 2015 - Present
Iowa Bankers Insurance and Services, Inc. March 2014 - Present
Iowa Bankers Insurance and Services, Inc. December 2008 - February 2014
SHAZAM Network - ITS, Inc. June 1994 - February 2000
Principal Financial Group July 1987 - June 1994
Skills
Technical Writing, Project Coordination, Employee Benefits, Proofreading, Customer Service, Training, Project Planning, Web Content, Desktop Publishing, Marketing Communications, Email Newsletter Design, Procedure Development, Copywriting, Software Documentation, Copy Editing, Website Development, Life & Health Insurance..., Online Research, Customer Support, Health Care Reform, Technical Support, Quality Assurance, Organization, Time Management, Creative Problem Solving, SharePoint
Education
Iowa State University 1984 — 1986
Bachelor of Arts (B.A.), English Language and Literature, General
The University of South Dakota 1982 — 1984
Spencer High School 1978 — 1982
High School
Iowa Bankers Insurance and Services, Inc. August 2015 - Present
Iowa Bankers Insurance and Services, Inc. March 2014 - Present
Iowa Bankers Insurance and Services, Inc. December 2008 - February 2014
SHAZAM Network - ITS, Inc. June 1994 - February 2000
Principal Financial Group July 1987 - June 1994
Skills
Technical Writing, Project Coordination, Employee Benefits, Proofreading, Customer Service, Training, Project Planning, Web Content, Desktop Publishing, Marketing Communications, Email Newsletter Design, Procedure Development, Copywriting, Software Documentation, Copy Editing, Website Development, Life & Health Insurance..., Online Research, Customer Support, Health Care Reform, Technical Support, Quality Assurance, Organization, Time Management, Creative Problem Solving, SharePoint
Education
Iowa State University 1984 — 1986
Bachelor of Arts (B.A.), English Language and Literature, General
The University of South Dakota 1982 — 1984
Spencer High School 1978 — 1982
High School
Andrew Allen's Principal Financial Group Experience March 2013 - July 2015
Job CEO Youth & Shelter Services
Industry Nonprofit Organization Management
Experience
Youth and Shelter Services, Inc. July 2015 - Present
Principal Financial Group March 2013 - July 2015
Principal Financial Group Foundation 2014 - 2014
Principal Financial Group May 2011 - March 2013
Principal Financial Group December 2009 - May 2011
Principal Financial Group March 2006 - December 2009
Iowa Homeless Youth Centers January 2006 - July 2008
Principal Financial Group October 2006 - June 2007
Principal Financial Group January 2004 - December 2005
Principal Financial Group January 2001 - December 2005
Skills
Fundraising, Non-profits, Community Relations, Volunteer Management, Public Relations, Community Outreach, Public Speaking, Special Events, Grants, Event Management, Media Relations, Philanthropy, Board Development, Donor Relations, Annual Giving, Charities, Planned Giving, Grant Writing, Program Development, Event Planning, Nonprofits, Community Development, Leadership Development, Program Management, Leadership, Corporate Communications, Strategic Planning, Economic Development, Social Media, Marketing, Entrepreneurship, Marketing Communications, Team Building, Policy, Social Networking
Education
Iowa State University - College of Business 1997 — 2000
Nevada
Youth and Shelter Services, Inc. July 2015 - Present
Principal Financial Group March 2013 - July 2015
Principal Financial Group Foundation 2014 - 2014
Principal Financial Group May 2011 - March 2013
Principal Financial Group December 2009 - May 2011
Principal Financial Group March 2006 - December 2009
Iowa Homeless Youth Centers January 2006 - July 2008
Principal Financial Group October 2006 - June 2007
Principal Financial Group January 2004 - December 2005
Principal Financial Group January 2001 - December 2005
Skills
Fundraising, Non-profits, Community Relations, Volunteer Management, Public Relations, Community Outreach, Public Speaking, Special Events, Grants, Event Management, Media Relations, Philanthropy, Board Development, Donor Relations, Annual Giving, Charities, Planned Giving, Grant Writing, Program Development, Event Planning, Nonprofits, Community Development, Leadership Development, Program Management, Leadership, Corporate Communications, Strategic Planning, Economic Development, Social Media, Marketing, Entrepreneurship, Marketing Communications, Team Building, Policy, Social Networking
Education
Iowa State University - College of Business 1997 — 2000
Nevada
Tom Hardin Tom Hardin's Principal Financial Group Experience July 1993 - March 1999
Job Technology & Financial Services Professional
Industry Information Technology and Services
Experience
Self-Employed January 2006 - Present
Advanced Technologies Group April 1999 - April 2000
Principal Financial Group July 1993 - March 1999
IBM Corporation May 1982 - June 1990
U.S. Navy July 1986 - November 1988
Lockheed Martin Space Systems May 1981 - August 1981
Skills
Requirements Analysis, SDLC, IT Strategy, CRM, Software Development, Agile Methodologies, Integration, Project Management, Business Analysis, Software Project..., Process Improvement, Leadership, Management, Analysis, IT Management, Financial Services, Financial Analysis, Commercial Real Estate, Mortgage Lending
Education
Iowa State University 1977 — 1981
Bachelor of Science, Finance & Computer Science
US Navy - Aviation Officer Candidate School 1986 — 1986
Distinguished Naval Graduate - Officer Commission, Aviation
Self-Employed January 2006 - Present
Advanced Technologies Group April 1999 - April 2000
Principal Financial Group July 1993 - March 1999
IBM Corporation May 1982 - June 1990
U.S. Navy July 1986 - November 1988
Lockheed Martin Space Systems May 1981 - August 1981
Skills
Requirements Analysis, SDLC, IT Strategy, CRM, Software Development, Agile Methodologies, Integration, Project Management, Business Analysis, Software Project..., Process Improvement, Leadership, Management, Analysis, IT Management, Financial Services, Financial Analysis, Commercial Real Estate, Mortgage Lending
Education
Iowa State University 1977 — 1981
Bachelor of Science, Finance & Computer Science
US Navy - Aviation Officer Candidate School 1986 — 1986
Distinguished Naval Graduate - Officer Commission, Aviation
Jeff Hatlevig, CFP® Jeff Hatlevig, CFP®'s Principal Financial Group Experience December 2001 - May 2007
Job Wealth Advisor at Thrivent Financial
Industry Financial Services
Experience
Thrivent Financial May 2007 - Present
Principal Financial Group December 2001 - May 2007
Skills
Financial Analysis, Insurance, Risk Management, Investments, Wealth Management, Strategic Financial..., Fee-based Financial..., Estate Planning, Asset Managment
Education
Iowa State University - College of Business 1997 — 2001
BS, MIS and Transportation/Logistics
Thrivent Financial May 2007 - Present
Principal Financial Group December 2001 - May 2007
Skills
Financial Analysis, Insurance, Risk Management, Investments, Wealth Management, Strategic Financial..., Fee-based Financial..., Estate Planning, Asset Managment
Education
Iowa State University - College of Business 1997 — 2001
BS, MIS and Transportation/Logistics
Mark Bugalski's Principal Financial Group Experience June 1988 - December 1988
Job Senior Vice President at Allied Solutions LLC
Industry Financial Services
Experience
Allied Solutions LLC January 2013 - Present
Allied Solutions May 2004 - December 2012
Securian Financial/Minnesota Life January 1989 - April 2004
Principal Financial Group June 1988 - December 1988
Skills
Insurance, Risk Management, Business Development, Relationship Management, Strategic Planning, Business Process..., Revenue Enhancement
Education
The American College 1996 — 2000
CLU, Chartered Life Underwriter
Iowa State University - College of Business 1984 — 1988
Bachelor of Business Administration (B.B.A.), Marketing
Allied Solutions LLC January 2013 - Present
Allied Solutions May 2004 - December 2012
Securian Financial/Minnesota Life January 1989 - April 2004
Principal Financial Group June 1988 - December 1988
Skills
Insurance, Risk Management, Business Development, Relationship Management, Strategic Planning, Business Process..., Revenue Enhancement
Education
The American College 1996 — 2000
CLU, Chartered Life Underwriter
Iowa State University - College of Business 1984 — 1988
Bachelor of Business Administration (B.B.A.), Marketing
Shane Wiese Shane Wiese's Principal Financial Group Experience July 2013 - Present
Job Project Anyalyst at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group July 2013 - Present
Principal Financial Group July 2010 - July 2013
Principal Financial Group October 2006 - July 2010
Bear Marketing March 2004 - September 2006
The Tribune September 2000 - March 2005
Skills
Advertising, Marketing, Sales, Marketing Communications, Marketing Strategy, Email Marketing, Social Media, Social Media Marketing, Account Management, Newsletters, Public Relations, Press Releases, Online Advertising, Corporate Communications, Event Planning
Education
Iowa State University - College of Business 1999 — 2002
Bachelors of Science, Marketing
Colo-Nesco 1991 — 1995
Principal Financial Group July 2013 - Present
Principal Financial Group July 2010 - July 2013
Principal Financial Group October 2006 - July 2010
Bear Marketing March 2004 - September 2006
The Tribune September 2000 - March 2005
Skills
Advertising, Marketing, Sales, Marketing Communications, Marketing Strategy, Email Marketing, Social Media, Social Media Marketing, Account Management, Newsletters, Public Relations, Press Releases, Online Advertising, Corporate Communications, Event Planning
Education
Iowa State University - College of Business 1999 — 2002
Bachelors of Science, Marketing
Colo-Nesco 1991 — 1995
Louise Mcilhon's Principal Financial Group Experience January 1990 - April 1996
Job Retired and enjoying working in my jewelry business
Industry Information Technology and Services
Experience
Retired and enjoying working in my jewelry business January 2007 - Present
Continental Western Group April 1996 - February 2015
Iowa Air National Guard 1976 - 2003
Principal Financial Group January 1990 - April 1996
Skills
Insurance, Process Improvement, Project Management, Team Building, Strategic Planning, Change Management, Underwriting, Microsoft Office, Windows, Customer Service, Business Analysis, Microsoft Excel, Risk Management, Visio, T-SQL, Networking
Education
Iowa State University - College of Business
Bachelor of Business Administration (B.B.A.), Management of Information Systems
Iowa State University - College of Business
Bachelor's degree, Management Information Systems, Computer Science
Retired and enjoying working in my jewelry business January 2007 - Present
Continental Western Group April 1996 - February 2015
Iowa Air National Guard 1976 - 2003
Principal Financial Group January 1990 - April 1996
Skills
Insurance, Process Improvement, Project Management, Team Building, Strategic Planning, Change Management, Underwriting, Microsoft Office, Windows, Customer Service, Business Analysis, Microsoft Excel, Risk Management, Visio, T-SQL, Networking
Education
Iowa State University - College of Business
Bachelor of Business Administration (B.B.A.), Management of Information Systems
Iowa State University - College of Business
Bachelor's degree, Management Information Systems, Computer Science
Valerie Achtemeier's Principal Financial Group Experience 1987 - 1996
Job Executive Vice President at CBRE
Industry Real Estate
Experience
CBRE 2009 - Present
Majestic Realty Co. 1996 - 2009
Principal Financial Group 1987 - 1996
Education
Iowa State University
Bachelor of Business Administration (B.B.A.), Finance, General
CBRE 2009 - Present
Majestic Realty Co. 1996 - 2009
Principal Financial Group 1987 - 1996
Education
Iowa State University
Bachelor of Business Administration (B.B.A.), Finance, General
Rick Breuss Rick Breuss's Principal Financial Group Experience July 1992 - Present
Job Ethics & Compliance Program Administrator, Sr. Fraud Investigator
Industry Financial Services
Experience
Principal Financial Group July 1992 - Present
Des Moines Chapter of the Ass'n of Certified Fraud Examiners (ACFE) June 2009 - September 2011
Principal Residential Mortgage 1998 - 2003
Midland Loan Services 1978 - 1986
Greater Des Moines Mortgage Bankers Ass'n 1978 - 1980
Skills
Fraud, Certified Fraud Examiner, Banking, Operational Risk..., AML, Credit, Risk Management, Auditing, Management, Financial Risk, Enforcement, Operational Risk, Private Investigations, Mortgage Lending, Enterprise Risk..., Underwriting, Accounting, Risk Assessment, Analysis, Investigation, Due Diligence, Internal Audit, Loans, Insurance, Bank Secrecy Act, Anti-fraud, Forensic Accounting, Internal Investigations
Education
Iowa State University - College of Business 1973 — 1975
Principal Financial Group July 1992 - Present
Des Moines Chapter of the Ass'n of Certified Fraud Examiners (ACFE) June 2009 - September 2011
Principal Residential Mortgage 1998 - 2003
Midland Loan Services 1978 - 1986
Greater Des Moines Mortgage Bankers Ass'n 1978 - 1980
Skills
Fraud, Certified Fraud Examiner, Banking, Operational Risk..., AML, Credit, Risk Management, Auditing, Management, Financial Risk, Enforcement, Operational Risk, Private Investigations, Mortgage Lending, Enterprise Risk..., Underwriting, Accounting, Risk Assessment, Analysis, Investigation, Due Diligence, Internal Audit, Loans, Insurance, Bank Secrecy Act, Anti-fraud, Forensic Accounting, Internal Investigations
Education
Iowa State University - College of Business 1973 — 1975
Eric Kohlsdorf, Insurance Expert Eric Kohlsdorf, Insurance Expert's Principal Financial Group Experience 1992 - 1994
Job Insurance Broker, Employee Benefits Professional, Healthcare Reform
Industry Insurance
Experience
Prisma Strategies 2007 - Present
NAHU 2011 - 2013
Polk County Republicans of Iowa 2001 - 2009
BSP Group 2000 - 2007
UnitedHealthcare 1998 - 2000
Principal Health Care 1994 - 1998
Principal Financial Group 1992 - 1994
Skills
Insurance, Strategic Planning, Disability Insurance, Health Insurance, Term Life Insurance, Public Speaking, Employee Benefits, Analysis, Long-term Care, Business Development, Health Savings Accounts, Retirement Planning, Life Insurance, Underwriting, Brokers, Leadership, Sales, Group Insurance, Long Term Care Insurance
Education
Iowa State University - College of Business 1990 — 1992
B.S., Finance
Prisma Strategies 2007 - Present
NAHU 2011 - 2013
Polk County Republicans of Iowa 2001 - 2009
BSP Group 2000 - 2007
UnitedHealthcare 1998 - 2000
Principal Health Care 1994 - 1998
Principal Financial Group 1992 - 1994
Skills
Insurance, Strategic Planning, Disability Insurance, Health Insurance, Term Life Insurance, Public Speaking, Employee Benefits, Analysis, Long-term Care, Business Development, Health Savings Accounts, Retirement Planning, Life Insurance, Underwriting, Brokers, Leadership, Sales, Group Insurance, Long Term Care Insurance
Education
Iowa State University - College of Business 1990 — 1992
B.S., Finance
Jaideep Gajerawala Jaideep Gajerawala's Principal Financial Group Experience January 2007 - Present
Job Analyst at Principal Financial Group
Industry Information Services
Experience
Principal Financial Group January 2007 - Present
Skills
Agile & Waterfall..., SSIS, .Net Framework, ASP.NET, SSRS, WCF Services, Application Architecture, Enterprise Integration, Software Development
Education
Iowa State University - College of Business 2003 — 2006
MIS, Information Technology
Principal Financial Group January 2007 - Present
Skills
Agile & Waterfall..., SSIS, .Net Framework, ASP.NET, SSRS, WCF Services, Application Architecture, Enterprise Integration, Software Development
Education
Iowa State University - College of Business 2003 — 2006
MIS, Information Technology
Tony Douglas Tony Douglas's Principal Financial Group Experience September 2013 - Present
Job Internal Wholesaler at Principal Financial Group
Industry Financial Services
Experience
Crossfit West Des Moines October 2013 - Present
Principal Financial Group September 2013 - Present
Principal Financial Group February 2013 - September 2013
Principal Financial Group January 2011 - February 2013
Edward Jones October 2010 - January 2011
Principal Financial Group June 2006 - October 2010
Goldsmith Seeds June 2005 - August 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Public Speaking, Inventory Management, New Business Development, Market Research, Marketing, Analysis, Insurance, Marketing Strategy, Sales, Sales Operations, Finance, Process Improvement, Strategic Planning
Education
Iowa State University 2001 — 2006
Bachelor of Science (BS), Business, Management, Marketing
Crossfit West Des Moines October 2013 - Present
Principal Financial Group September 2013 - Present
Principal Financial Group February 2013 - September 2013
Principal Financial Group January 2011 - February 2013
Edward Jones October 2010 - January 2011
Principal Financial Group June 2006 - October 2010
Goldsmith Seeds June 2005 - August 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Public Speaking, Inventory Management, New Business Development, Market Research, Marketing, Analysis, Insurance, Marketing Strategy, Sales, Sales Operations, Finance, Process Improvement, Strategic Planning
Education
Iowa State University 2001 — 2006
Bachelor of Science (BS), Business, Management, Marketing
Jordan Krohn Jordan Krohn's Principal Financial Group Experience January 2014 - June 2014
Job Business Systems Consultant at Wells Fargo Home Mortgage
Industry Information Technology and Services
Experience
Wells Fargo Home Mortgage July 2014 - Present
Genesis10 July 2014 - Present
Krohn Consulting / PFM January 2014 - Present
Principal Financial Group January 2014 - June 2014
Iowa State University August 2009 - December 2013
Goverment Student Body April 2012 - May 2013
Kappa Sigma Fraternity December 2011 - September 2012
Kappa Sigma Fraternity December 2010 - December 2011
Skills
Linux, Virtualization, Leadership, Microsoft Office, Windows, Team Leadership, Business Analysis, Customer Service, Organizing Meetings, Requirements Gathering, Requirements Analysis, Business Requirements, Analysis, Public Speaking, Microsoft Word
Education
Iowa State University - College of Business 2009 — 2014
Finance with a minor in Management Information Systems, Finance and Technology
Wells Fargo Home Mortgage July 2014 - Present
Genesis10 July 2014 - Present
Krohn Consulting / PFM January 2014 - Present
Principal Financial Group January 2014 - June 2014
Iowa State University August 2009 - December 2013
Goverment Student Body April 2012 - May 2013
Kappa Sigma Fraternity December 2011 - September 2012
Kappa Sigma Fraternity December 2010 - December 2011
Skills
Linux, Virtualization, Leadership, Microsoft Office, Windows, Team Leadership, Business Analysis, Customer Service, Organizing Meetings, Requirements Gathering, Requirements Analysis, Business Requirements, Analysis, Public Speaking, Microsoft Word
Education
Iowa State University - College of Business 2009 — 2014
Finance with a minor in Management Information Systems, Finance and Technology
Allie Chen's Principal Financial Group Experience May 2012 - August 2012
Job Advisory Associate at KPMG
Industry Information Technology and Services
Experience
KPMG US January 2014 - Present
EY June 2013 - August 2013
KPMG September 2012 - December 2012
Principal Financial Group May 2012 - August 2012
Iowa State University August 2010 - May 2012
Zirous May 2011 - December 2011
Skills
IT Audit, SOC 1, Internal Audit, Analysis, Microsoft Excel, Access, SQL, Java, Databases, Visio, Auditing, Business Analysis
Education
Iowa State University - College of Business 2009 — 2013
BS, Accounting and Management Information Systems (150 Credits)
Johnston High School 2005 — 2009
KPMG US January 2014 - Present
EY June 2013 - August 2013
KPMG September 2012 - December 2012
Principal Financial Group May 2012 - August 2012
Iowa State University August 2010 - May 2012
Zirous May 2011 - December 2011
Skills
IT Audit, SOC 1, Internal Audit, Analysis, Microsoft Excel, Access, SQL, Java, Databases, Visio, Auditing, Business Analysis
Education
Iowa State University - College of Business 2009 — 2013
BS, Accounting and Management Information Systems (150 Credits)
Johnston High School 2005 — 2009
Dave Hunter Dave Hunter's Principal Financial Group Experience January 2000 - April 2000
Job Founder, QuickApps
Industry Internet
Experience
Configuration Development, LLC, dba QuickApps April 2013 - Present
Insite Software March 2014 - March 2015
Digital River October 2011 - February 2014
Digital River May 2008 - November 2011
Digital River, Inc. September 2007 - April 2008
Digital River, Inc. September 2006 - August 2007
Digital River, Inc. September 2005 - August 2006
Jostens, Inc. March 2001 - September 2005
Jostens, Inc. April 2000 - March 2001
Principal Financial Group January 2000 - April 2000
Skills
E-commerce, Project Management, Cloud Computing, Strategy, Enterprise Software, Salesforce.com, CRM, Project Portfolio..., Product Management, SaaS, Management, Process Improvement, MS Project, Commerce, Business Process, Strategic Partnerships, Microsoft Office, Program Management, Leadership, Financial Systems, SDLC, Software Project..., Agile Methodologies, Sales Engineering, PMP, SAP, Software Development, Business Development, Strategic Planning, Start-ups, Personnel Management, Territory Management, Cross-functional Team..., ERP, Salesforce.com..., SAP cProjects, Facilitators, Analysis, SAP ERP, Sales, Analytics, Pre-sales, SAP xRPM, WBSChartPro, SFA, Sales Force Automation, Systems-supported..., Solution Selling, QuickBase, JIRA
Education
University of St. Thomas - Opus College of Business
MBA, Information Management
Iowa State University - College of Business 1985 — 1989
BBA, Accounting
Dowling High School 1981 — 1985
Diploma
Configuration Development, LLC, dba QuickApps April 2013 - Present
Insite Software March 2014 - March 2015
Digital River October 2011 - February 2014
Digital River May 2008 - November 2011
Digital River, Inc. September 2007 - April 2008
Digital River, Inc. September 2006 - August 2007
Digital River, Inc. September 2005 - August 2006
Jostens, Inc. March 2001 - September 2005
Jostens, Inc. April 2000 - March 2001
Principal Financial Group January 2000 - April 2000
Skills
E-commerce, Project Management, Cloud Computing, Strategy, Enterprise Software, Salesforce.com, CRM, Project Portfolio..., Product Management, SaaS, Management, Process Improvement, MS Project, Commerce, Business Process, Strategic Partnerships, Microsoft Office, Program Management, Leadership, Financial Systems, SDLC, Software Project..., Agile Methodologies, Sales Engineering, PMP, SAP, Software Development, Business Development, Strategic Planning, Start-ups, Personnel Management, Territory Management, Cross-functional Team..., ERP, Salesforce.com..., SAP cProjects, Facilitators, Analysis, SAP ERP, Sales, Analytics, Pre-sales, SAP xRPM, WBSChartPro, SFA, Sales Force Automation, Systems-supported..., Solution Selling, QuickBase, JIRA
Education
University of St. Thomas - Opus College of Business
MBA, Information Management
Iowa State University - College of Business 1985 — 1989
BBA, Accounting
Dowling High School 1981 — 1985
Diploma
Amy Dinville Amy Dinville's Principal Financial Group Experience June 1997 - June 2012
Job Account Service Rep at Wellmark
Industry Financial Services
Experience
Wellmark August 2012 - Present
Principal Financial Group June 1997 - June 2012
Wells Fargo October 1996 - May 1997
Skills
Employee Benefits, Disability Insurance, Insurance, Health Insurance, Life Insurance, Term Life Insurance, Long-term Care, Underwriting, Health Savings Accounts, Benefits Administration
Education
Iowa State University - College of Business 1993 — 1997
BS, Marketing
Stanton High School 1989 — 1993
High School
Wellmark August 2012 - Present
Principal Financial Group June 1997 - June 2012
Wells Fargo October 1996 - May 1997
Skills
Employee Benefits, Disability Insurance, Insurance, Health Insurance, Life Insurance, Term Life Insurance, Long-term Care, Underwriting, Health Savings Accounts, Benefits Administration
Education
Iowa State University - College of Business 1993 — 1997
BS, Marketing
Stanton High School 1989 — 1993
High School
Jessica Du Bois's Principal Financial Group Experience May 2015 - Present
Job Associate Sales Representative at Principal Financial Group
Industry Insurance
Experience
Principal Financial Group May 2015 - Present
Sulentic-Fischels Commercial Group January 2014 - May 2015
John Deere March 2014 - September 2014
The Buckle May 2013 - January 2014
Iowa State Capitol January 2011 - May 2011
Skills
Retail, Sales, Customer Service, Recruiting, Advertising, Microsoft Excel, Team Building, Visual Merchandising, Merchandising, Personal Branding, Photoshop, Social Media Marketing, Microsoft Word
Education
University of Northern Iowa 2013 — 2015
Bachelor of Arts (B.A.), Marketing
Iowa State University - College of Business 2011 — 2013
Bachelor’s Degree, Marketing
University of Richmond in Rome, Italy 2012 — 2012
Bachelor's Degree, International Business
Principal Financial Group May 2015 - Present
Sulentic-Fischels Commercial Group January 2014 - May 2015
John Deere March 2014 - September 2014
The Buckle May 2013 - January 2014
Iowa State Capitol January 2011 - May 2011
Skills
Retail, Sales, Customer Service, Recruiting, Advertising, Microsoft Excel, Team Building, Visual Merchandising, Merchandising, Personal Branding, Photoshop, Social Media Marketing, Microsoft Word
Education
University of Northern Iowa 2013 — 2015
Bachelor of Arts (B.A.), Marketing
Iowa State University - College of Business 2011 — 2013
Bachelor’s Degree, Marketing
University of Richmond in Rome, Italy 2012 — 2012
Bachelor's Degree, International Business
Jonathon Maeser Jonathon Maeser's Principal Financial Group Experience August 2013 - December 2013
Job Merchant Analyst at Best Buy
Industry Retail
Experience
Best Buy April 2015 - Present
Best Buy Co. September 2010 - March 2015
Principal Financial Group August 2013 - December 2013
Marketing By Video June 2012 - August 2012
Lund Food Holdings, Inc. September 2005 - August 2010
Skills
Customer Service, Social Media, Leadership, Public Relations, Marketing, Speech, Management, Home Theater, Entrepreneurship, Marketing Strategy, Public Speaking, Team Building, CRM, Strategy, Entrepreneurial Skills, Computer Sales, Strategic Planning, PowerPoint, Sales, Microsoft Office, Microsoft Word, Time Management
Education
Iowa State University - College of Business 2009 — 2014
Bachelor's degree, Finance, Marketing
Richmond, The American International University in London 2011 — 2011
Finance/Marketing
Holy Family Catholic High School 2005 — 2009
Best Buy April 2015 - Present
Best Buy Co. September 2010 - March 2015
Principal Financial Group August 2013 - December 2013
Marketing By Video June 2012 - August 2012
Lund Food Holdings, Inc. September 2005 - August 2010
Skills
Customer Service, Social Media, Leadership, Public Relations, Marketing, Speech, Management, Home Theater, Entrepreneurship, Marketing Strategy, Public Speaking, Team Building, CRM, Strategy, Entrepreneurial Skills, Computer Sales, Strategic Planning, PowerPoint, Sales, Microsoft Office, Microsoft Word, Time Management
Education
Iowa State University - College of Business 2009 — 2014
Bachelor's degree, Finance, Marketing
Richmond, The American International University in London 2011 — 2011
Finance/Marketing
Holy Family Catholic High School 2005 — 2009
Brian Crannell Brian Crannell's Principal Financial Group Experience 2007 - Present
Job Client Service Coordinator at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group 2007 - Present
The Principal Financial Group 2006 - 2007
The Principal Financial Group 2001 - 2006
The Principal Financial Group 1998 - 2000
The Principal Financial Group 1994 - 1998
Skills
Series 7, Retirement, 401k, Series 6, Retirement Planning
Education
Iowa State University - College of Business 1990 — 1994
Bachelor's degree, Finance, General
Principal Financial Group 2007 - Present
The Principal Financial Group 2006 - 2007
The Principal Financial Group 2001 - 2006
The Principal Financial Group 1998 - 2000
The Principal Financial Group 1994 - 1998
Skills
Series 7, Retirement, 401k, Series 6, Retirement Planning
Education
Iowa State University - College of Business 1990 — 1994
Bachelor's degree, Finance, General
Tonya Pry Tonya Pry's Principal Financial Group Experience September 2011 - Present
Job BI & IT Professional at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group September 2011 - Present
Principal Financial Group May 2003 - September 2011
Iowa Department of Transportation 2000 - 2003
Engineering Animation Inc. (EAI) 1996 - 2000
Skills
Business Intelligence, Business Objects, BI Publisher, OBIEE, Informatica, Oracle Fusion Middleware, Agile Methodologies, Reporting & Analysis
Education
Iowa State University 1991 — 1995
Bachelor of Science (BS), Psychology
Principal Financial Group September 2011 - Present
Principal Financial Group May 2003 - September 2011
Iowa Department of Transportation 2000 - 2003
Engineering Animation Inc. (EAI) 1996 - 2000
Skills
Business Intelligence, Business Objects, BI Publisher, OBIEE, Informatica, Oracle Fusion Middleware, Agile Methodologies, Reporting & Analysis
Education
Iowa State University 1991 — 1995
Bachelor of Science (BS), Psychology
Booton, Greg's Principal Financial Group Experience January 1998 - February 2002
Job Business Analyst at Principal Fiancial Group
Industry Financial Services
Experience
Principal Fiancial Group February 2002 - Present
Principal Financial Group January 1998 - February 2002
Skills
401k, Business Requirements
Education
Iowa State University - College of Business 1984 — 1987
Bachelor of Science, Business Management
Principal Fiancial Group February 2002 - Present
Principal Financial Group January 1998 - February 2002
Skills
401k, Business Requirements
Education
Iowa State University - College of Business 1984 — 1987
Bachelor of Science, Business Management
Tom Deierling Tom Deierling's Principal Financial Group Experience June 1999 - Present
Job Financial Accounting Analyst at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group June 1999 - Present
Skills
Financial Analysis, Process Improvement, Financial Planning, Budgets, Insurance, Microsoft Office, Database Queries, Finance, CPA
Education
Iowa State University 1993 — 1998
Accounting, Accounting
Principal Financial Group June 1999 - Present
Skills
Financial Analysis, Process Improvement, Financial Planning, Budgets, Insurance, Microsoft Office, Database Queries, Finance, CPA
Education
Iowa State University 1993 — 1998
Accounting, Accounting
Andrea Miller (Ohrtman) Andrea Miller (Ohrtman)'s Principal Financial Group Experience May 2008 - August 2008
Job Sales Consultant at Marchon Eyewear
Industry Marketing and Advertising
Experience
Marchon Eyewear June 2013 - Present
The Integer Group March 2012 - June 2013
Customized Newspaper Advertising August 2009 - March 2012
Nutrition Wellness Research Center February 2008 - January 2010
Cityview May 2007 - May 2009
Principal Financial Group May 2008 - August 2008
Skills
Online Marketing, Marketing Communications, Social Media, Advertising, Online Advertising, Outdoor Advertising, Broadcast, Media Buying, Media Planning, Inside Sales, Digital Media, Marketing, Event Planning, Digital Marketing, Marketing Strategy, Account Management, Sales, CRM, Brand Management, Social Media Marketing
Education
Iowa State University - College of Business 2005 — 2009
Marketing
Marchon Eyewear June 2013 - Present
The Integer Group March 2012 - June 2013
Customized Newspaper Advertising August 2009 - March 2012
Nutrition Wellness Research Center February 2008 - January 2010
Cityview May 2007 - May 2009
Principal Financial Group May 2008 - August 2008
Skills
Online Marketing, Marketing Communications, Social Media, Advertising, Online Advertising, Outdoor Advertising, Broadcast, Media Buying, Media Planning, Inside Sales, Digital Media, Marketing, Event Planning, Digital Marketing, Marketing Strategy, Account Management, Sales, CRM, Brand Management, Social Media Marketing
Education
Iowa State University - College of Business 2005 — 2009
Marketing
Brent Shafer's Principal Financial Group Experience August 1995 - February 1999
Job Director, Merchandise and eCommerce Operations Product Management at Bluestem Brands, Inc.
Industry Retail
Experience
Bluestem Brands, Inc. October 2014 - Present
Target May 2012 - September 2014
Best Buy June 2010 - May 2012
Best Buy May 2007 - June 2010
Best Buy January 2006 - May 2007
Best Buy October 2001 - January 2006
Walson Technology October 2000 - October 2001
Norstan Communications February 1999 - October 2000
Principal Financial Group August 1995 - February 1999
Iowa State University June 1993 - August 1995
Skills
Talent Management, Talent Developer, Team Leadership, Cross-functional Team..., Project Management, Customer Experience, Program Management, Portfolio Management, IT Strategy, Multi-channel Retail, Leadership, Contract Negotiation, Management, IT Operations, Business Acument, Organizational..., Operational Planning, Project Portfolio..., Research Project..., Conflict Resolution, Program Facilitation, Project Facilitation, Multi-channel Marketing, Customer Financial..., Customer Engagement, Strategic Planning, Strategic Thinking, Change Management, Business Analysis, Team Building
Education
Iowa State University - College of Business 1989 — 1993
Bachelor of Science, Management Information Systems
Bluestem Brands, Inc. October 2014 - Present
Target May 2012 - September 2014
Best Buy June 2010 - May 2012
Best Buy May 2007 - June 2010
Best Buy January 2006 - May 2007
Best Buy October 2001 - January 2006
Walson Technology October 2000 - October 2001
Norstan Communications February 1999 - October 2000
Principal Financial Group August 1995 - February 1999
Iowa State University June 1993 - August 1995
Skills
Talent Management, Talent Developer, Team Leadership, Cross-functional Team..., Project Management, Customer Experience, Program Management, Portfolio Management, IT Strategy, Multi-channel Retail, Leadership, Contract Negotiation, Management, IT Operations, Business Acument, Organizational..., Operational Planning, Project Portfolio..., Research Project..., Conflict Resolution, Program Facilitation, Project Facilitation, Multi-channel Marketing, Customer Financial..., Customer Engagement, Strategic Planning, Strategic Thinking, Change Management, Business Analysis, Team Building
Education
Iowa State University - College of Business 1989 — 1993
Bachelor of Science, Management Information Systems
Rebecca Cornish-Falk's Principal Financial Group Experience 1996 - 2006
Job Director Interactive Strategy at Wellmark Blue Cross and Blue Shield
Industry Management Consulting
Experience
Wellmark Blue Cross and Blue Shield August 2013 - Present
Adjunct Faculty 2004 - Present
Wellmark Blue Cross & Blue Shield of Iowa October 2009 - August 2013
Wellmark Blue Cross & Blue Shield of Iowa December 2008 - October 2009
Genesis 10 2006 - December 2008
Principal Financial Group 1996 - 2006
Skills
Business Analysis, Program Management, Business Process..., Process Improvement, Project Management, Risk Management, Leadership, Coaching, Business Requirements, Vendor Management, Requirements Gathering, Visio, PMO, User Acceptance Testing, Change Management, Business Process, MS Project, Team Leadership, Project Delivery, Management Consulting, Management, Analysis, Insurance, PMP, SDLC, Software Documentation, Strategy, Quality Assurance, Six Sigma, Strategic Planning, Consulting
Education
Iowa State University - College of Business 2001 — 2004
MBA, Marketing & HR
Upper Iowa University 1995 — 2000
BA, Business/Social Science/Education
Wellmark Blue Cross and Blue Shield August 2013 - Present
Adjunct Faculty 2004 - Present
Wellmark Blue Cross & Blue Shield of Iowa October 2009 - August 2013
Wellmark Blue Cross & Blue Shield of Iowa December 2008 - October 2009
Genesis 10 2006 - December 2008
Principal Financial Group 1996 - 2006
Skills
Business Analysis, Program Management, Business Process..., Process Improvement, Project Management, Risk Management, Leadership, Coaching, Business Requirements, Vendor Management, Requirements Gathering, Visio, PMO, User Acceptance Testing, Change Management, Business Process, MS Project, Team Leadership, Project Delivery, Management Consulting, Management, Analysis, Insurance, PMP, SDLC, Software Documentation, Strategy, Quality Assurance, Six Sigma, Strategic Planning, Consulting
Education
Iowa State University - College of Business 2001 — 2004
MBA, Marketing & HR
Upper Iowa University 1995 — 2000
BA, Business/Social Science/Education
Traci Schaefer's Principal Financial Group Experience 2009 - Present
Job Director Project Management at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group 2009 - Present
Principal Financial Group 2000 - 2009
Principal Financial Group 1997 - 2000
Skills
Project Portfolio..., Process Improvement, Business Analysis, Vendor Management, PMO, Change Management, Leadership, Project Management, Quality Assurance, Management, Resource Management, Strategic Planning, Budgets, Performance Management, Business Process..., SDLC, MS Project, Strategy, Business Requirements, Program Management
Education
Villanova University 2012 — 2012
Lean Six Sigma Certification
The George Washington University - School of Business 2001 — 2003
Master's Certificate, Project Management
Iowa State University 1979 — 1983
Bachelor's Degree, Marketing & Merchandising
Principal Financial Group 2009 - Present
Principal Financial Group 2000 - 2009
Principal Financial Group 1997 - 2000
Skills
Project Portfolio..., Process Improvement, Business Analysis, Vendor Management, PMO, Change Management, Leadership, Project Management, Quality Assurance, Management, Resource Management, Strategic Planning, Budgets, Performance Management, Business Process..., SDLC, MS Project, Strategy, Business Requirements, Program Management
Education
Villanova University 2012 — 2012
Lean Six Sigma Certification
The George Washington University - School of Business 2001 — 2003
Master's Certificate, Project Management
Iowa State University 1979 — 1983
Bachelor's Degree, Marketing & Merchandising
Trudi Shudak's Principal Financial Group Experience January 1993 - October 1996
Job Staff IT Systems Engineer at Qwest
Industry Information Technology and Services
Experience
Qwest April 2004 - Present
Qwest Communications 1998 - Present
ConAgra Foods October 1996 - May 1998
Principal Financial Group January 1993 - October 1996
Skills
Telecommunications
Education
Iowa State University - College of Business 1990 — 1992
MBA, Business, MIS
Iowa State University 1985 — 1990
BSIE, Industrial Engineering
Qwest April 2004 - Present
Qwest Communications 1998 - Present
ConAgra Foods October 1996 - May 1998
Principal Financial Group January 1993 - October 1996
Skills
Telecommunications
Education
Iowa State University - College of Business 1990 — 1992
MBA, Business, MIS
Iowa State University 1985 — 1990
BSIE, Industrial Engineering
Angela Newton's Principal Financial Group Experience May 2011 - Present
Job Chief Accounting Officer, AVP US Insurance Solutions at Principal Financial Group
Industry Insurance
Experience
Principal Financial Group May 2011 - Present
Principal Financial Group January 2011 - May 2011
Principal Financial Group January 2009 - January 2011
KPMG 1986 - 1992
Education
Iowa State University - College of Business 1982 — 1986
BBA, Accounting
Principal Financial Group May 2011 - Present
Principal Financial Group January 2011 - May 2011
Principal Financial Group January 2009 - January 2011
KPMG 1986 - 1992
Education
Iowa State University - College of Business 1982 — 1986
BBA, Accounting
Tom Mitchell, CFA's Principal Financial Group Experience August 1998 - Present
Job CMBS Research at Principal Financial Group
Industry Investment Management
Experience
Principal Financial Group August 1998 - Present
McDonnell Douglas Corp May 1986 - March 1995
Skills
Capital Markets, Fixed Income, CMBS, Bonds, Investments
Education
Washington University in St. Louis 1991 — 1994
BS, Masters of Engr Management
Iowa State University 1981 — 1986
BS, Aerospace Engineering
Principal Financial Group August 1998 - Present
McDonnell Douglas Corp May 1986 - March 1995
Skills
Capital Markets, Fixed Income, CMBS, Bonds, Investments
Education
Washington University in St. Louis 1991 — 1994
BS, Masters of Engr Management
Iowa State University 1981 — 1986
BS, Aerospace Engineering
Steve Whitty's Principal Financial Group Experience January 2007 - Present
Job Vice President Marketing at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group January 2007 - Present
Principal Financial Group September 1999 - December 2006
Principal Health Care 1994 - August 1999
Skills
Insurance, Marketing Strategy, Social Media Marketing, Brokers, Strategy, New Business Development
Education
Saint Louis University 1980 — 1985
MBA, Business/Finance
Iowa State University 1974 — 1978
BS, Political Science
Principal Financial Group January 2007 - Present
Principal Financial Group September 1999 - December 2006
Principal Health Care 1994 - August 1999
Skills
Insurance, Marketing Strategy, Social Media Marketing, Brokers, Strategy, New Business Development
Education
Saint Louis University 1980 — 1985
MBA, Business/Finance
Iowa State University 1974 — 1978
BS, Political Science
Tracy Lewis's Principal Financial Group Experience 1984 - 2001
Job Director of Human Resources
Industry Health, Wellness and Fitness
Experience
PurFoods January 2015 - Present
Kemin Industries May 2002 - January 2015
Principal Financial Group 1984 - 2001
Skills
Talent Management, Talent Acquisition, Performance Management, Succession Planning, Onboarding, HRIS, Organizational..., Employee Relations, Human Resources, Employee Engagement, Strategic Planning, Negotiation, Leadership Development, Strategy, Leadership, Management, Employee Benefits, Coaching, Team Building, Business Strategy, Market Research, Business Planning, Business Development, Sales, Training, Executive Management, Team Leadership, Recruiting, Change Management, Personnel Management, Organizational..., Process Improvement, Sourcing, HR Policies, Employee Training, Interviews, Vendor Management, Deferred Compensation, Labor Relations
Education
Iowa State University 1979 — 1983
PurFoods January 2015 - Present
Kemin Industries May 2002 - January 2015
Principal Financial Group 1984 - 2001
Skills
Talent Management, Talent Acquisition, Performance Management, Succession Planning, Onboarding, HRIS, Organizational..., Employee Relations, Human Resources, Employee Engagement, Strategic Planning, Negotiation, Leadership Development, Strategy, Leadership, Management, Employee Benefits, Coaching, Team Building, Business Strategy, Market Research, Business Planning, Business Development, Sales, Training, Executive Management, Team Leadership, Recruiting, Change Management, Personnel Management, Organizational..., Process Improvement, Sourcing, HR Policies, Employee Training, Interviews, Vendor Management, Deferred Compensation, Labor Relations
Education
Iowa State University 1979 — 1983
Ari Morrissey's Principal Financial Group Experience 2010 - Present
Job Sr. Digital Strategist at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group 2010 - Present
Principal Financial Group 2008 - Present
Skills
Usability Testing, SharePoint, Content Management, Web Content Management, HTML, User-centered Design, User Experience
Education
Iowa State University - College of Business 1994 — 1998
Bachelor of Science, Marketing & Graphic Design
Principal Financial Group 2010 - Present
Principal Financial Group 2008 - Present
Skills
Usability Testing, SharePoint, Content Management, Web Content Management, HTML, User-centered Design, User Experience
Education
Iowa State University - College of Business 1994 — 1998
Bachelor of Science, Marketing & Graphic Design
Tom McClain's Principal Financial Group Experience June 2000 - October 2001
Job Technology Manager at Wells Fargo Home Mortgage
Industry Information Technology and Services
Experience
Wells Fargo Home Mortgage April 2011 - Present
Wells Fargo Home Mortgage April 2011 - August 2012
Aviva December 2008 - March 2011
Aviva plc December 2008 - March 2011
QCI March 2008 - December 2008
Wells Fargo October 2001 - March 2008
Wells Fargo Mortgage 2005 - 2008
Wells Fargo Home Mortgage 2001 - 2008
Wells Fargo Home Mortgage 2001 - 2005
Principal Financial Group June 2000 - October 2001
Skills
Financial Services, Strategic Planning, Consulting, Information Technology, SDLC, Business Analysis, Vendor Management, Project Portfolio..., PMO, Business Requirements, PMP, Resource Management, Project Management, Management, Strategy, Leadership, IT Strategy, Agile Methodologies, Software Project..., Business Process..., Cross-functional Team..., Program Management, Business Process, Software Development
Education
Iowa State University - College of Business 1986 — 1991
BBA, MIS
Wells Fargo Home Mortgage April 2011 - Present
Wells Fargo Home Mortgage April 2011 - August 2012
Aviva December 2008 - March 2011
Aviva plc December 2008 - March 2011
QCI March 2008 - December 2008
Wells Fargo October 2001 - March 2008
Wells Fargo Mortgage 2005 - 2008
Wells Fargo Home Mortgage 2001 - 2008
Wells Fargo Home Mortgage 2001 - 2005
Principal Financial Group June 2000 - October 2001
Skills
Financial Services, Strategic Planning, Consulting, Information Technology, SDLC, Business Analysis, Vendor Management, Project Portfolio..., PMO, Business Requirements, PMP, Resource Management, Project Management, Management, Strategy, Leadership, IT Strategy, Agile Methodologies, Software Project..., Business Process..., Cross-functional Team..., Program Management, Business Process, Software Development
Education
Iowa State University - College of Business 1986 — 1991
BBA, MIS
Berta Aldrich's Principal Financial Group Experience 1991 - 2004
Job Chief Marketing Officer at Franklin Square Capital Partners
Industry Investment Management
Experience
Franklin Square Capital Partners January 2015 - Present
Vanguard September 2013 - January 2015
Vanguard January 2011 - September 2013
Vanguard April 2006 - January 2011
Vanguard February 2004 - April 2006
Principal Financial Group 1991 - 2004
Skills
Financial Services, Investments, Relationship Management, Asset Allocation, Retirement Planning, Strategic Financial..., Retirement, Leadership, Management, Marketing, Marketing Strategy, Marketing Management, Sales, Program Management, Strategy, Mutual Funds
Education
Saint Joseph's University - Erivan K. Haub School of Business 2004 — 2008
MBA with honors, Strategy and statistics
Iowa State University - College of Business
Bachelor of Arts in Business, Finance
Leadership Philadelphia 2011 — 2012
Franklin Square Capital Partners January 2015 - Present
Vanguard September 2013 - January 2015
Vanguard January 2011 - September 2013
Vanguard April 2006 - January 2011
Vanguard February 2004 - April 2006
Principal Financial Group 1991 - 2004
Skills
Financial Services, Investments, Relationship Management, Asset Allocation, Retirement Planning, Strategic Financial..., Retirement, Leadership, Management, Marketing, Marketing Strategy, Marketing Management, Sales, Program Management, Strategy, Mutual Funds
Education
Saint Joseph's University - Erivan K. Haub School of Business 2004 — 2008
MBA with honors, Strategy and statistics
Iowa State University - College of Business
Bachelor of Arts in Business, Finance
Leadership Philadelphia 2011 — 2012
Shari Sams's Principal Financial Group Experience 2003 - 2005
Job Administrative Assistant IITraining Dept at The Blood Center of Iowa
Industry Professional Training & Coaching
Experience
The Blood Center of Iowa January 2006 - Present
Principal Financial Group 2003 - 2005
Education
Iowa State University
Bachelor of Science, Family and Consumer Science
The Blood Center of Iowa January 2006 - Present
Principal Financial Group 2003 - 2005
Education
Iowa State University
Bachelor of Science, Family and Consumer Science
Zach Moore, CLU, CRPC's Principal Financial Group Experience January 2013 - Present
Job Associate Regional Director Principal Funds
Industry Financial Services
Experience
Principal Financial Group January 2013 - Present
Principal Funds March 2012 - February 2013
Principal Financial Group February 2007 - March 2012
Skills
Series 7, Retirement Planning
Education
Iowa State University 1998 — 2000
Bachelor of Arts (B.A.), Political Science and Government
Principal Financial Group January 2013 - Present
Principal Funds March 2012 - February 2013
Principal Financial Group February 2007 - March 2012
Skills
Series 7, Retirement Planning
Education
Iowa State University 1998 — 2000
Bachelor of Arts (B.A.), Political Science and Government
Tammi Hardie's Principal Financial Group Experience September 2004 - Present
Job Executive Benefits Administrator at Principal Financial Group
Industry Insurance
Experience
Principal Financial Group September 2004 - Present
Principal Financial Group April 2003 - September 2004
Principal Financial Group March 1999 - April 2003
Integrated Health Services December 1997 - March 1999
Norwalk HealthCare Center April 1997 - December 1997
Golden Age Health Care Center June 1996 - April 1997
Story County Medical Center 1995 - 1996
Skills
Employee Benefits, Retirement Planning, 401k, Executive Pay, Time Management, Life Insurance, Long-term Care, Management, Retirement, Defined Contribution, Defined Benefit
Education
Iowa State University 1991 — 1996
B.S.
Principal Financial Group September 2004 - Present
Principal Financial Group April 2003 - September 2004
Principal Financial Group March 1999 - April 2003
Integrated Health Services December 1997 - March 1999
Norwalk HealthCare Center April 1997 - December 1997
Golden Age Health Care Center June 1996 - April 1997
Story County Medical Center 1995 - 1996
Skills
Employee Benefits, Retirement Planning, 401k, Executive Pay, Time Management, Life Insurance, Long-term Care, Management, Retirement, Defined Contribution, Defined Benefit
Education
Iowa State University 1991 — 1996
B.S.
Tim Folsom's Principal Financial Group Experience September 1999 - June 2004
Job Junior Scientist at University of Minnesota Department of Psychiatry
Industry Research
Experience
University of Minnesota Department of Psychiatry May 2008 - Present
University of Minnesota February 2005 - May 2008
Principal Financial Group September 1999 - June 2004
Boone High School September 1998 - August 1999
Skills
Science, Research, Laboratory, Molecular Biology, Data Analysis, PCR, Cell Culture, Biochemistry, Statistics, Chemistry
Education
Iowa State University 1996 — 1998
Teaching Certificate, Biology, General
Iowa State University 1993 — 1996
Master of Science (MS), Neuroscience
San Francisco State University 1988 — 1993
Bachelor of Science (BS), Zoology/Animal Biology
University of Minnesota Department of Psychiatry May 2008 - Present
University of Minnesota February 2005 - May 2008
Principal Financial Group September 1999 - June 2004
Boone High School September 1998 - August 1999
Skills
Science, Research, Laboratory, Molecular Biology, Data Analysis, PCR, Cell Culture, Biochemistry, Statistics, Chemistry
Education
Iowa State University 1996 — 1998
Teaching Certificate, Biology, General
Iowa State University 1993 — 1996
Master of Science (MS), Neuroscience
San Francisco State University 1988 — 1993
Bachelor of Science (BS), Zoology/Animal Biology
Stacy Monroe's Principal Financial Group Experience
Job IT App Analyst Senior at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group
Skills
Java, Web Development, Insurance, Microsoft Office, Operations Management, Management, IT Operations, SDLC, Visual Basic, Requirements Analysis, Visio, Business Analysis, SharePoint, Process Improvement
Education
Iowa State University 2015 — 2017
Master’s Degree, Computer and Information Systems Security/Information Assurance
Simpson College 2002 — 2012
Bachelor of Business Administration (B.B.A.), Business Management
Principal Financial Group
Skills
Java, Web Development, Insurance, Microsoft Office, Operations Management, Management, IT Operations, SDLC, Visual Basic, Requirements Analysis, Visio, Business Analysis, SharePoint, Process Improvement
Education
Iowa State University 2015 — 2017
Master’s Degree, Computer and Information Systems Security/Information Assurance
Simpson College 2002 — 2012
Bachelor of Business Administration (B.B.A.), Business Management
Denise Swanson's Principal Financial Group Experience August 1996 - July 2007
Job Sr. Business Analyst / Project Leader, MBA, PMP
Industry Information Technology and Services
Experience
DuPont Pioneer October 2008 - Present
Wells Fargo July 2007 - October 2008
Principal Financial Group August 1996 - July 2007
Allied Insurance/Nationwide July 1984 - August 1996
Farmers Casualty Company March 1983 - July 1984
Skills
Business Analysis, SharePoint, Project Management, Visio, Data Modeling, Analysis, PMP, Data Warehousing, SAP, Leadership, Databases, Requirements Gathering, Business Process, SDLC, Process Improvement, Business Requirements
Education
Iowa State University - College of Business 2008 — 2010
Masters
Upper Iowa University 2003 — 2006
B.S.
Kirkwood Community College 1981 — 1983
AAS
DuPont Pioneer October 2008 - Present
Wells Fargo July 2007 - October 2008
Principal Financial Group August 1996 - July 2007
Allied Insurance/Nationwide July 1984 - August 1996
Farmers Casualty Company March 1983 - July 1984
Skills
Business Analysis, SharePoint, Project Management, Visio, Data Modeling, Analysis, PMP, Data Warehousing, SAP, Leadership, Databases, Requirements Gathering, Business Process, SDLC, Process Improvement, Business Requirements
Education
Iowa State University - College of Business 2008 — 2010
Masters
Upper Iowa University 2003 — 2006
B.S.
Kirkwood Community College 1981 — 1983
AAS
Sharon Steffen's Principal Financial Group Experience February 2008 - Present
Job Assistant Director Strategic Sourcing at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group February 2008 - Present
Simpson College 2007 - Present
Principal Financial Group February 2002 - February 2008
Principal Financial Group February 1998 - February 2002
Georgia-Pacific LLC June 1981 - June 1997
Skills
Process Improvement, Business Analysis, Leadership, Strategic Planning, Contract Negotiation, Analysis, Negotiation, Project Management, Training, Team Leadership, Sales, Management, Strategy, Team Building, Supplier Negotiation
Education
University of Iowa - Henry B. Tippie College of Business 2005 — 2008
MBA, Management
Simpson College 1995 — 1998
Major added, Computer Science
Iowa State University
BS, Marketing/Psychology
Principal Financial Group February 2008 - Present
Simpson College 2007 - Present
Principal Financial Group February 2002 - February 2008
Principal Financial Group February 1998 - February 2002
Georgia-Pacific LLC June 1981 - June 1997
Skills
Process Improvement, Business Analysis, Leadership, Strategic Planning, Contract Negotiation, Analysis, Negotiation, Project Management, Training, Team Leadership, Sales, Management, Strategy, Team Building, Supplier Negotiation
Education
University of Iowa - Henry B. Tippie College of Business 2005 — 2008
MBA, Management
Simpson College 1995 — 1998
Major added, Computer Science
Iowa State University
BS, Marketing/Psychology
Susanne Sheriff's Principal Financial Group Experience 1997 - 2001
Job Systems QA Analyst at Wells Fargo
Industry Insurance
Experience
Wells Fargo November 2013 - Present
Athene Holdings October 2013 - Present
Aviva November 2012 - October 2013
MidAmerican Energy Company February 2001 - May 2011
Principal Financial Group 1997 - 2001
National Group Life Insurance Company 1991 - 1997
National Group Life Insurance Company 1991 - 1997
J & H KVI 1991 - 1991
Gabberts Furniture Store 1985 - 1991
Gabberts Furniture and Design Studio 1985 - 1991
Skills
SDLC, SharePoint, Visio, Business Analysis, SQL, Microsoft SQL Server, Software Documentation, Databases, Requirements Gathering, Visual Basic, Quality Assurance, Leadership, Access, Requirements Analysis, Vendor Management
Education
Iowa State University 1981 — 1985
BS, Home Economics, interior design
Wells Fargo November 2013 - Present
Athene Holdings October 2013 - Present
Aviva November 2012 - October 2013
MidAmerican Energy Company February 2001 - May 2011
Principal Financial Group 1997 - 2001
National Group Life Insurance Company 1991 - 1997
National Group Life Insurance Company 1991 - 1997
J & H KVI 1991 - 1991
Gabberts Furniture Store 1985 - 1991
Gabberts Furniture and Design Studio 1985 - 1991
Skills
SDLC, SharePoint, Visio, Business Analysis, SQL, Microsoft SQL Server, Software Documentation, Databases, Requirements Gathering, Visual Basic, Quality Assurance, Leadership, Access, Requirements Analysis, Vendor Management
Education
Iowa State University 1981 — 1985
BS, Home Economics, interior design
Therese Tierney's Principal Financial Group Experience June 1993 - September 1994
Job Software Engineer at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 1994 - Present
Principal Financial Group June 1993 - September 1994
Education
Iowa State University 1986 — 1990
bachelor of science, Elementary Education
Fidelity Investments October 1994 - Present
Principal Financial Group June 1993 - September 1994
Education
Iowa State University 1986 — 1990
bachelor of science, Elementary Education
Tate Golightly's Principal Financial Group Experience November 2003 - Present
Job Senior IT Business Analyst / Software Development Manager
Industry Information Technology and Services
Experience
Principal Financial Group November 2003 - Present
U.S. Army / Iowa Army National Guard March 1996 - May 2008
Skills
SDLC, Business Analysis, SQL, Visio, Requirements Analysis, Process Improvement, Agile Methodologies, Requirements Gathering, SharePoint, DB2, Scrum, Agile Application..., Software Development...
Education
Iowa State University 1998 — 2001
MIS, Management Information Systems, General
Principal Financial Group November 2003 - Present
U.S. Army / Iowa Army National Guard March 1996 - May 2008
Skills
SDLC, Business Analysis, SQL, Visio, Requirements Analysis, Process Improvement, Agile Methodologies, Requirements Gathering, SharePoint, DB2, Scrum, Agile Application..., Software Development...
Education
Iowa State University 1998 — 2001
MIS, Management Information Systems, General
Traci Kieffer's Principal Financial Group Experience February 1994 - May 1997
Job Account Specialist at Farm Credit Services of America
Industry Banking
Experience
Farm Credit Services of America June 1997 - Present
Principal Financial Group February 1994 - May 1997
U.S. Cellular August 1993 - January 1994
Skills
Credit, Loans, Credit Analysis, Banking, Mortgage Lending, Account Management, Sales, Customer Service, Financial Analysis, Portfolio Management, Relationship Management, Finance
Education
Morningside College 1992 — 1993
Bachelor of Science (BS), Business Administration and Management, General
Iowa State University 1989 — 1992
Business, Management, Marketing, and Related Support Services
Farm Credit Services of America June 1997 - Present
Principal Financial Group February 1994 - May 1997
U.S. Cellular August 1993 - January 1994
Skills
Credit, Loans, Credit Analysis, Banking, Mortgage Lending, Account Management, Sales, Customer Service, Financial Analysis, Portfolio Management, Relationship Management, Finance
Education
Morningside College 1992 — 1993
Bachelor of Science (BS), Business Administration and Management, General
Iowa State University 1989 — 1992
Business, Management, Marketing, and Related Support Services
Brandi McMaster's Principal Financial Group Experience April 2011 - Present
Job Financial Accountant at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group April 2011 - Present
Principal Financial Group May 2006 - April 2011
Education
Iowa State University - College of Business 1997 — 2001
Bachelor's degree, Finance, General
Principal Financial Group April 2011 - Present
Principal Financial Group May 2006 - April 2011
Education
Iowa State University - College of Business 1997 — 2001
Bachelor's degree, Finance, General
Siri Long's Principal Financial Group Experience March 2010 - Present
Job Director Engineering Services at Principal Financial Group
Industry Commercial Real Estate
Experience
Principal Financial Group March 2010 - Present
Principal Financial Group July 2005 - March 2010
John Deere 2000 - 2005
Resource Geoscience 1997 - 2000
Kumar and Associates 1997 - 1998
Skills
Process Improvement, Leadership, Asset Management, Engineering, Due Diligence, Project Management, Program Management, Lean Manufacturing, Strategic Planning, Six Sigma, Contract Negotiation, Risk Management, Environmental Compliance
Education
Iowa State University
MS
University of Iowa - Henry B. Tippie College of Business
MBA
University of Iowa 1992 — 1997
BSCE
Iowa Professional Licensing Bureau
Professional Engineer (PE)
SHS
Principal Financial Group March 2010 - Present
Principal Financial Group July 2005 - March 2010
John Deere 2000 - 2005
Resource Geoscience 1997 - 2000
Kumar and Associates 1997 - 1998
Skills
Process Improvement, Leadership, Asset Management, Engineering, Due Diligence, Project Management, Program Management, Lean Manufacturing, Strategic Planning, Six Sigma, Contract Negotiation, Risk Management, Environmental Compliance
Education
Iowa State University
MS
University of Iowa - Henry B. Tippie College of Business
MBA
University of Iowa 1992 — 1997
BSCE
Iowa Professional Licensing Bureau
Professional Engineer (PE)
SHS
Stephanie Wellen's Principal Financial Group Experience May 2006 - March 2008
Job Annuity Representitive at MetLife
Industry Insurance
Experience
MetLife March 2008 - Present
Principal Financial Group May 2006 - March 2008
Science Center of Iowa November 2004 - March 2006
Skills
Insurance
Education
Iowa State University 1999 — 2002
BS, Anthropology
MetLife March 2008 - Present
Principal Financial Group May 2006 - March 2008
Science Center of Iowa November 2004 - March 2006
Skills
Insurance
Education
Iowa State University 1999 — 2002
BS, Anthropology
Susan Rainsbarger's Principal Financial Group Experience June 2013 - Present
Job Project Manager at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group June 2013 - Present
Principal Financial Group September 2009 - May 2013
Principal Financial Group July 2007 - September 2009
Principal Financial Group June 2007 - July 2007
Maytag October 2005 - April 2007
Maytag May 2001 - October 2005
Skills
Team Building, Team Leadership, Visio, Strategic Planning, Customer Service, Employee Benefits, Insurance, Process Improvement, Budgets, Business Analysis, Leadership Development, Management, Quality Assurance, Software Documentation
Education
Upper Iowa University 2000 — 2007
Masters, Business Admin emphasis Human Resources
Iowa State University 1991 — 1994
Bachelor of Science, Journalism
Principal Financial Group June 2013 - Present
Principal Financial Group September 2009 - May 2013
Principal Financial Group July 2007 - September 2009
Principal Financial Group June 2007 - July 2007
Maytag October 2005 - April 2007
Maytag May 2001 - October 2005
Skills
Team Building, Team Leadership, Visio, Strategic Planning, Customer Service, Employee Benefits, Insurance, Process Improvement, Budgets, Business Analysis, Leadership Development, Management, Quality Assurance, Software Documentation
Education
Upper Iowa University 2000 — 2007
Masters, Business Admin emphasis Human Resources
Iowa State University 1991 — 1994
Bachelor of Science, Journalism
Steve Repertinger, CFA's Principal Financial Group Experience 1998 - 2007
Job Senior Director, Portfolio Management at New York Life Real Estate Investors
Industry Real Estate
Experience
New York Life Real Estate Investors 2007 - Present
Principal Financial Group 1998 - 2007
Scotiabank 1997 - 1998
Education
University of Iowa - Henry B. Tippie College of Business 1995 — 1997
MBA, Finance
Iowa State University 1987 — 1992
B.S., Engineering Science
New York Life Real Estate Investors 2007 - Present
Principal Financial Group 1998 - 2007
Scotiabank 1997 - 1998
Education
University of Iowa - Henry B. Tippie College of Business 1995 — 1997
MBA, Finance
Iowa State University 1987 — 1992
B.S., Engineering Science
Virginia Roberson's Principal Financial Group Experience May 2008 - August 2008
Job Assurance Senior at EY
Industry Accounting
Experience
EY October 2012 - Present
E & Y July 2010 - October 2012
Iowa State University September 2009 - August 2010
Kaman's Art Shoppes, Inc 2006 - 2010
Landesbank Baden-Württemberg May 2009 - August 2009
Principal Financial Group May 2008 - August 2008
Iowa State University September 2007 - May 2008
Skills
Microsoft Office, Accounting, Team Building, Auditing, Financial Reporting
Education
University of Virginia 2010 — 2011
Masters, Accounting
Iowa State University 2006 — 2010
B.S., Accounting & International Business
Iowa State University - College of Business 2006 — 2010
Bachelor of Science, Accounting
EY October 2012 - Present
E & Y July 2010 - October 2012
Iowa State University September 2009 - August 2010
Kaman's Art Shoppes, Inc 2006 - 2010
Landesbank Baden-Württemberg May 2009 - August 2009
Principal Financial Group May 2008 - August 2008
Iowa State University September 2007 - May 2008
Skills
Microsoft Office, Accounting, Team Building, Auditing, Financial Reporting
Education
University of Virginia 2010 — 2011
Masters, Accounting
Iowa State University 2006 — 2010
B.S., Accounting & International Business
Iowa State University - College of Business 2006 — 2010
Bachelor of Science, Accounting
Ted Gass's Principal Financial Group Experience
Job IT Application AnalystSr at Principal Financial Group
Industry Information Technology and Services
Experience
Principal Financial Group
Skills
COBOL, DB2, SDLC, JCL, Informatica, Data Warehousing, Requirements Gathering, SQL, Business Requirements, Mainframe, Visio, CICS, VSAM, Business Analysis, ETL, Requirements Analysis, Data Analysis
Education
Iowa State University 1989 — 1994
Bachelor of Science, Major - Computer Science, Minors - Mathematics, General Business
Principal Financial Group
Skills
COBOL, DB2, SDLC, JCL, Informatica, Data Warehousing, Requirements Gathering, SQL, Business Requirements, Mainframe, Visio, CICS, VSAM, Business Analysis, ETL, Requirements Analysis, Data Analysis
Education
Iowa State University 1989 — 1994
Bachelor of Science, Major - Computer Science, Minors - Mathematics, General Business
Ashley Kucera's Principal Financial Group Experience May 2010 - December 2011
Job Business Analyst at Keyot
Industry Insurance
Experience
Keyot March 2014 - Present
Marsh February 2012 - February 2014
Principal Financial Group May 2010 - December 2011
Iowa Telecom March 2007 - January 2011
Skills
Process Improvement, Employee Benefits, Benefits Administration, Employee Relations, Business Analysis, Insurance, Requirements Gathering, HRIS, Human Resources, Payroll
Education
Iowa State University - College of Business 2003 — 2007
Management, Business
Keyot March 2014 - Present
Marsh February 2012 - February 2014
Principal Financial Group May 2010 - December 2011
Iowa Telecom March 2007 - January 2011
Skills
Process Improvement, Employee Benefits, Benefits Administration, Employee Relations, Business Analysis, Insurance, Requirements Gathering, HRIS, Human Resources, Payroll
Education
Iowa State University - College of Business 2003 — 2007
Management, Business
Tim Bernard's Principal Financial Group Experience 2002 - 2005
Job SVP, National Sales Manager West, Freedom Mortgage Structured Products Group
Industry Banking
Experience
Freedom Mortgage - Structured Products Group May 2013 - Present
JPMorgan Chase December 2007 - May 2013
National City Mortgage January 2005 - December 2007
Principal Financial Group 2002 - 2005
First Nationwide Mortgage 2001 - 2002
Pedestal Inc. 2000 - 2002
Wells Fargo Funding 1990 - 2000
Education
Iowa State University - College of Business 1983 — 1987
Bachelors, Finance
Saint Edmonds High School 1979 — 1983
Freedom Mortgage - Structured Products Group May 2013 - Present
JPMorgan Chase December 2007 - May 2013
National City Mortgage January 2005 - December 2007
Principal Financial Group 2002 - 2005
First Nationwide Mortgage 2001 - 2002
Pedestal Inc. 2000 - 2002
Wells Fargo Funding 1990 - 2000
Education
Iowa State University - College of Business 1983 — 1987
Bachelors, Finance
Saint Edmonds High School 1979 — 1983
Troy Polito's Principal Financial Group Experience 2004 - 2009
Job Principal Consultant at QCI
Industry Information Technology and Services
Experience
QCI February 2004 - Present
UnityPoint Health April 2014 - 2015
Athene USA March 2010 - March 2014
Hewlett-Packard December 2011 - December 2013
Wellmark Blue Cross and Blue Shield 2009 - 2010
Principal Financial Group 2004 - 2009
National Pork Board 2004 - 2009
ING June 1996 - January 2004
Skills
Active Directory, WAN, Backup Exec, SQL, Microsoft Exchange, Project Portfolio..., Software Project..., Disaster Recovery, Enterprise Architecture, Firewalls, Windows, Netbackup, Windows Server, Requirements Analysis, IIS, VMware, Business Analysis, Visio, Requirements Gathering, SharePoint, Vendor Management, Microsoft SQL Server, SDLC, Business Intelligence, Business Requirements, IT Strategy, Citrix, PMO, SSRS, PMP, Software Development, Servers, Integration, Process Improvement, Virtualization, VMware Infrastructure, Information Technology, IT Management, Data Center
Education
Iowa State University 1992 — 1997
BS, College of Engineering
Woodward-Granger 1989 — 1992
QCI February 2004 - Present
UnityPoint Health April 2014 - 2015
Athene USA March 2010 - March 2014
Hewlett-Packard December 2011 - December 2013
Wellmark Blue Cross and Blue Shield 2009 - 2010
Principal Financial Group 2004 - 2009
National Pork Board 2004 - 2009
ING June 1996 - January 2004
Skills
Active Directory, WAN, Backup Exec, SQL, Microsoft Exchange, Project Portfolio..., Software Project..., Disaster Recovery, Enterprise Architecture, Firewalls, Windows, Netbackup, Windows Server, Requirements Analysis, IIS, VMware, Business Analysis, Visio, Requirements Gathering, SharePoint, Vendor Management, Microsoft SQL Server, SDLC, Business Intelligence, Business Requirements, IT Strategy, Citrix, PMO, SSRS, PMP, Software Development, Servers, Integration, Process Improvement, Virtualization, VMware Infrastructure, Information Technology, IT Management, Data Center
Education
Iowa State University 1992 — 1997
BS, College of Engineering
Woodward-Granger 1989 — 1992
Spenser Frank, CMA's Principal Financial Group Experience January 2007 - August 2007
Job Partner at Shoreline Growth Partners
Industry Financial Services
Experience
Shoreline Growth Partners September 2015 - Present
Ecolab March 2015 - August 2015
Ecolab August 2013 - February 2015
Ecolab July 2012 - July 2013
Ecolab July 2011 - June 2012
Ecolab February 2010 - July 2011
Iron Mountain Records Management May 2009 - August 2009
Principal Financial Group January 2007 - August 2007
Skills
Financial Analysis, Financial Modeling, Access, Excel, PowerPoint, Public Speaking, Market Analysis, Financial Reporting, Corporate Finance, Microsoft Excel, Cross-functional Team..., CMA, Budgets, Leadership, Finance, Data Analysis, Analysis, Business Development, Forecasting
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
Iowa State University - College of Business
Bachelor of Science
Shoreline Growth Partners September 2015 - Present
Ecolab March 2015 - August 2015
Ecolab August 2013 - February 2015
Ecolab July 2012 - July 2013
Ecolab July 2011 - June 2012
Ecolab February 2010 - July 2011
Iron Mountain Records Management May 2009 - August 2009
Principal Financial Group January 2007 - August 2007
Skills
Financial Analysis, Financial Modeling, Access, Excel, PowerPoint, Public Speaking, Market Analysis, Financial Reporting, Corporate Finance, Microsoft Excel, Cross-functional Team..., CMA, Budgets, Leadership, Finance, Data Analysis, Analysis, Business Development, Forecasting
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
Iowa State University - College of Business
Bachelor of Science
Yuan (Yu-Anne) Chen's Principal Financial Group Experience May 2007 - August 2007
Job AVP, Investment Risk Analyst at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments August 2015 - Present
Nuveen Investments March 2013 - Present
Nuveen Investments March 2012 - February 2013
Nuveen Investments October 2009 - February 2012
Nuveen Investments June 2008 - October 2009
Principal Financial Group May 2007 - August 2007
Principal Financial Group May 2006 - August 2006
Skills
Bloomberg, Outlook, Microsoft Excel, Microsoft Word, Portia, Futures, Derivatives, Collateral, EDGAR, Foreign Market..., Collateral Management, Process Improvement, Financial Markets, Investments, Fixed Income, Securities, Mutual Funds, Mandarin, Settlement
Education
Iowa State University 2004 — 2008
BS, Finance and International Business
CIMBA 2007 — 2007
Nuveen Investments August 2015 - Present
Nuveen Investments March 2013 - Present
Nuveen Investments March 2012 - February 2013
Nuveen Investments October 2009 - February 2012
Nuveen Investments June 2008 - October 2009
Principal Financial Group May 2007 - August 2007
Principal Financial Group May 2006 - August 2006
Skills
Bloomberg, Outlook, Microsoft Excel, Microsoft Word, Portia, Futures, Derivatives, Collateral, EDGAR, Foreign Market..., Collateral Management, Process Improvement, Financial Markets, Investments, Fixed Income, Securities, Mutual Funds, Mandarin, Settlement
Education
Iowa State University 2004 — 2008
BS, Finance and International Business
CIMBA 2007 — 2007
Beth Auen's Principal Financial Group Experience August 2015 - Present
Job Change Management Associate at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group August 2015 - Present
Principal Financial Group February 2012 - August 2015
Principal Financial Group March 2000 - February 2012
Principal Financial Group August 1997 - March 2000
Skills
Retirement, Team Leadership, Performance Management, Management, Leadership, Defined Benefit, Customer Satisfaction, Retirement Services, Employee Engagement, Defined Contribution, Change Management
Education
Iowa State University 1986 — 1990
BA, Business
Iowa State University - College of Business 1986 — 1990
Bachelor of Science (B.S.), Business - Transportation Logistics
Principal Financial Group August 2015 - Present
Principal Financial Group February 2012 - August 2015
Principal Financial Group March 2000 - February 2012
Principal Financial Group August 1997 - March 2000
Skills
Retirement, Team Leadership, Performance Management, Management, Leadership, Defined Benefit, Customer Satisfaction, Retirement Services, Employee Engagement, Defined Contribution, Change Management
Education
Iowa State University 1986 — 1990
BA, Business
Iowa State University - College of Business 1986 — 1990
Bachelor of Science (B.S.), Business - Transportation Logistics
Blake Niehaus's Principal Financial Group Experience October 2000 - Present
Job Retirement Plan Professional/Relationship Manager for the Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group October 2000 - Present
Principal Financial Group June 1998 - October 2000
Skills
Series 6, Retirement, Relationship Management, Series 63, 401k, Insurance, Retirement Planning, Investments
Education
Iowa State University - College of Business 1994 — 1998
Bachelors, Marketing
Principal Financial Group October 2000 - Present
Principal Financial Group June 1998 - October 2000
Skills
Series 6, Retirement, Relationship Management, Series 63, 401k, Insurance, Retirement Planning, Investments
Education
Iowa State University - College of Business 1994 — 1998
Bachelors, Marketing
Taylor Shore's Principal Financial Group Experience January 2007 - May 2007
Job Digital Content Manager at Iowa Public Television
Industry Marketing and Advertising
Experience
Iowa Public Television May 2015 - Present
Marsh & McLennan Companies, Inc. September 2012 - May 2015
McFarland Clinic March 2010 - August 2012
Iowa Beef Center May 2008 - May 2010
Institute for Food Safety and Security July 2007 - June 2008
Flyway Literary Magazine, Iowa State University September 2007 - May 2008
Iowa State University August 2006 - May 2008
Principal Financial Group January 2007 - May 2007
Tallgrass Prairie Center, University of Northern Iowa May 2005 - March 2007
Communication Center, College of Business, Iowa State University 2007 - 2007
Skills
Email Marketing, Marketing, Social Media, Public Relations, Advertising, Media Relations, Web Content Management, Photoshop, Online Marketing, Event Planning, Public Speaking, Web Development, Dreamweaver, Web Design, HTML, Content Strategy, Microsoft Office, PowerPoint, Microsoft Word, Strategic Planning, Adobe Creative Suite, Visual Design, CSS, User Experience Design, SEO, Information Architecture, Project Management, Graphic Design, Brand Identity, Interactive Design, Digital Marketing, InDesign, ExactTarget, DotNetNuke, Google Analytics, Editing
Education
Iowa State University 2006 — 2008
Master of Arts (MA), Rhetoric, Composition, and Professional Communication
University of Northern Iowa 2002 — 2006
Bachelor of Arts (BA), English/Professional Writing/Journalism
Iowa Public Television May 2015 - Present
Marsh & McLennan Companies, Inc. September 2012 - May 2015
McFarland Clinic March 2010 - August 2012
Iowa Beef Center May 2008 - May 2010
Institute for Food Safety and Security July 2007 - June 2008
Flyway Literary Magazine, Iowa State University September 2007 - May 2008
Iowa State University August 2006 - May 2008
Principal Financial Group January 2007 - May 2007
Tallgrass Prairie Center, University of Northern Iowa May 2005 - March 2007
Communication Center, College of Business, Iowa State University 2007 - 2007
Skills
Email Marketing, Marketing, Social Media, Public Relations, Advertising, Media Relations, Web Content Management, Photoshop, Online Marketing, Event Planning, Public Speaking, Web Development, Dreamweaver, Web Design, HTML, Content Strategy, Microsoft Office, PowerPoint, Microsoft Word, Strategic Planning, Adobe Creative Suite, Visual Design, CSS, User Experience Design, SEO, Information Architecture, Project Management, Graphic Design, Brand Identity, Interactive Design, Digital Marketing, InDesign, ExactTarget, DotNetNuke, Google Analytics, Editing
Education
Iowa State University 2006 — 2008
Master of Arts (MA), Rhetoric, Composition, and Professional Communication
University of Northern Iowa 2002 — 2006
Bachelor of Arts (BA), English/Professional Writing/Journalism
Teri Bruder's Principal Financial Group Experience November 2006 - Present
Job Quality Assurance Analyst Senior at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group November 2006 - Present
Saks Incorporated April 1993 - November 2006
Skills
Quality Center, Waterfall, Software Quality..., Business Requirements, User Acceptance Testing, SDLC, Quality Assurance, Test Planning, Mainframe, Business Analysis
Education
Iowa State University 1986 — 1990
Bachelor of Science
Iowa State University 1986 — 1990
Principal Financial Group November 2006 - Present
Saks Incorporated April 1993 - November 2006
Skills
Quality Center, Waterfall, Software Quality..., Business Requirements, User Acceptance Testing, SDLC, Quality Assurance, Test Planning, Mainframe, Business Analysis
Education
Iowa State University 1986 — 1990
Bachelor of Science
Iowa State University 1986 — 1990
Teree Hungerford's Principal Financial Group Experience February 2011 - March 2011
Job Staffing Assistant at Iowa Home Care
Industry Financial Services
Experience
Iowa Home Care June 2012 - Present
Des Moines Water Works March 2012 - June 2012
Wells Fargo Home Mortgage July 2011 - February 2012
Wells Fargo May 2011 - July 2011
Principal Financial Group February 2011 - March 2011
Wells Fargo Home Mortgage July 2010 - October 2010
Cambridge Investment Research November 2009 - June 2010
Education
Iowa State University 2004 — 2009
Bachelor of Science, Management and Finance
Iowa Home Care June 2012 - Present
Des Moines Water Works March 2012 - June 2012
Wells Fargo Home Mortgage July 2011 - February 2012
Wells Fargo May 2011 - July 2011
Principal Financial Group February 2011 - March 2011
Wells Fargo Home Mortgage July 2010 - October 2010
Cambridge Investment Research November 2009 - June 2010
Education
Iowa State University 2004 — 2009
Bachelor of Science, Management and Finance
Stephanie Mortenson's Principal Financial Group Experience 2009 - 2011
Job Contract Implementation Specialist at Coventry Health Care
Industry Insurance
Experience
Coventry Health Care October 2011 - Present
Principal Financial Group 2009 - 2011
Principal Financial Group 2005 - 2009
Education
Iowa State University 2001 — 2005
B.S., Psychology
Coventry Health Care October 2011 - Present
Principal Financial Group 2009 - 2011
Principal Financial Group 2005 - 2009
Education
Iowa State University 2001 — 2005
B.S., Psychology
Kevin Klehm's Principal Financial Group Experience November 2004 - June 2013
Job Systems Analyst
Industry Information Technology and Services
Experience
Principal Financial Group November 2004 - June 2013
Pioneer Hi-Bred International Inc May 1999 - November 2004
Discover Financial Services June 1998 - May 1999
Aon Hewitt May 1997 - June 1998
Skills
JCL, COBOL, CICS, Xpediter, DB2, VSAM, SDLC, Requirements Gathering, SPUFI, Panvalet, Mainframe, Fileaid, Business Requirements, Business Analysis, SQL, Visio, TSO, Intertest, SharePoint, Requirements Analysis
Education
Iowa State University - College of Business
Bachelor's degree, Management Information Systems, Accounting
Principal Financial Group November 2004 - June 2013
Pioneer Hi-Bred International Inc May 1999 - November 2004
Discover Financial Services June 1998 - May 1999
Aon Hewitt May 1997 - June 1998
Skills
JCL, COBOL, CICS, Xpediter, DB2, VSAM, SDLC, Requirements Gathering, SPUFI, Panvalet, Mainframe, Fileaid, Business Requirements, Business Analysis, SQL, Visio, TSO, Intertest, SharePoint, Requirements Analysis
Education
Iowa State University - College of Business
Bachelor's degree, Management Information Systems, Accounting
Thomas Schendel's Principal Financial Group Experience January 2009 - August 2012
Job Account Manager at Holmes Murphy & Associates
Industry Human Resources
Experience
Holmes Murphy & Associates November 2013 - Present
LMC Insurance August 2012 - November 2013
Principal Financial Group January 2009 - August 2012
Principal Financial Group August 2005 - January 2009
Skills
Strategy, Training, Leadership, Management, Program Management, Analysis, Employee Benefits, Strategic Planning, Marketing, Contract Negotiation, Consulting, Creative Direction, Process Improvement, Series 7, Outlook, Mutual Funds, Coaching, Retirement, Time Management, Customer Service
Education
Iowa State University 1997 — 2000
Bachelor of Science, Exercise and Sport Science
Northwest Missouri State University 1996 — 1997
Holmes Murphy & Associates November 2013 - Present
LMC Insurance August 2012 - November 2013
Principal Financial Group January 2009 - August 2012
Principal Financial Group August 2005 - January 2009
Skills
Strategy, Training, Leadership, Management, Program Management, Analysis, Employee Benefits, Strategic Planning, Marketing, Contract Negotiation, Consulting, Creative Direction, Process Improvement, Series 7, Outlook, Mutual Funds, Coaching, Retirement, Time Management, Customer Service
Education
Iowa State University 1997 — 2000
Bachelor of Science, Exercise and Sport Science
Northwest Missouri State University 1996 — 1997
Bryce Tuttle's Principal Financial Group Experience June 2014 - Present
Job Marketer Representative Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group June 2014 - Present
Skills
Customer Service, Microsoft Excel, Management, Marketing, Research, PowerPoint, Project Management, Strategic Planning, Leadership, Social Media
Education
Iowa State University - College of Business 2009 — 2013
Bachelor's Degree, Business, Management, Marketing, and Related Support Services
Principal Financial Group June 2014 - Present
Skills
Customer Service, Microsoft Excel, Management, Marketing, Research, PowerPoint, Project Management, Strategic Planning, Leadership, Social Media
Education
Iowa State University - College of Business 2009 — 2013
Bachelor's Degree, Business, Management, Marketing, and Related Support Services
Tracy Gerlits's Principal Financial Group Experience November 2004 - Present
Job Business Operations Analyst
Industry Financial Services
Experience
Principal Financial Group November 2004 - Present
Education
Iowa State University 2000 — 2004
Bachelor's of Science, Zoology/Animal Biology
Principal Financial Group November 2004 - Present
Education
Iowa State University 2000 — 2004
Bachelor's of Science, Zoology/Animal Biology
Tina Snider's Principal Financial Group Experience 1992 - 1994
Job Commercial Lender at DHCU Community Credit Union
Industry Banking
Experience
DHCU Community Credit Union January 2015 - Present
Northwest Bank & Trust Company October 1997 - November 2014
Bank One 1994 - October 1997
Principal Financial Group 1992 - 1994
Skills
Commercial Lending, Loan Origination, Credit Risk, Credit Analysis, Loans, Underwriting, Commercial Banking, Banking, Credit, Financial Analysis, Mortgage Lending, Risk Management, Consumer Lending, Finance, Small Business Lending, Lines Of Credit, Real Estate, Investments, Mortgage Banking, Refinance
Education
Iowa State University 1990 — 1994
Bachelor of Science (BS), Accounting
DHCU Community Credit Union January 2015 - Present
Northwest Bank & Trust Company October 1997 - November 2014
Bank One 1994 - October 1997
Principal Financial Group 1992 - 1994
Skills
Commercial Lending, Loan Origination, Credit Risk, Credit Analysis, Loans, Underwriting, Commercial Banking, Banking, Credit, Financial Analysis, Mortgage Lending, Risk Management, Consumer Lending, Finance, Small Business Lending, Lines Of Credit, Real Estate, Investments, Mortgage Banking, Refinance
Education
Iowa State University 1990 — 1994
Bachelor of Science (BS), Accounting
Brandi McMaster's Principal Financial Group Experience April 2011 - October 2012
Job Actuarial Tech at Transamerica
Industry Financial Services
Experience
Transamerica November 2012 - Present
Principal Financial Group April 2011 - October 2012
Principal Financial Group April 2006 - April 2011
Education
Iowa State University - College of Business 1997 — 2001
Bachelor's degree, Finance
Transamerica November 2012 - Present
Principal Financial Group April 2011 - October 2012
Principal Financial Group April 2006 - April 2011
Education
Iowa State University - College of Business 1997 — 2001
Bachelor's degree, Finance
The Principal Financial Group
BTG Pactual
HuaTai Securities Co.,Ltd.
Guosen Securities
PFG
Principal Financial
Principle
Fubon Financial Holdings