Principal Financial Group
Industry: Financial investment management company
DescriptionThe Principal Financial Group is a global financial investment management and insurance company headquartered in Des Moines, Iowa. Headquarters: Des Moines, Iowa, United States CEO: Daniel Joseph Houston (18 Aug 2015–) Assets under management: 692.4 billion USD (2017) Subsidiaries: Principal Securities, Inc.,
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Principal Financial Group Employees
Iowa State University April 2013 - Present
Xpanxion February 2013 - March 2013
Principal Financial Group June 2006 - January 2013
Urbandale High School July 2008 - February 2012
ARAG Group 1997 - 2006
Skills
Team Leadership, Quality Assurance, Business Analysis, Requirements Gathering, Process Improvement, Insurance, Strategic Planning, Microsoft Office, Coaching, Access, Leadership, Vendor Management, COBOL, Program Management, HTML, Visual Basic, OneNote, IBM Debug Tools, TSO, WinSQL Lite, JCL, Micro Focus, VBScript, Embedded SQL, C++, pcAnywhere, Windows Remote Desktop, Beyond Compare, SnagIt, WinZip, Launchpad, Pervasive ODBC, MS Office Communicator, Adobe, TextPad, Notepad, CICS, Batch Processing, LifePro, Easytrieve
Education
University of Phoenix 2006 — 2009
MBA, Business Administration
Iowa State University - College of Business 1989 — 1994
BA, MIS - Management of Information
Bellflower High School 1985 — 1989
High School Diploma, High School Curriculum
Principal Financial Group July 2013 - Present
Kingland Systems February 2012 - July 2013
Renewable Energy Group May 2011 - July 2011
Skills
Accounting, Microsoft Excel, Critical Thinking, Financial Accounting, Research, Microsoft Office, US GAAP, Microsoft Word, Data Quality Control, Quality Control, Corporate Actions, Time Management, Process Efficiency, Forward Thinking, Account Reconciliation, Bank Reconciliation, Big Picture View
Education
Iowa State University - College of Business 2012 — 2013
Masters, Accountancy
Iowa State University - College of Business 2008 — 2012
Bachelor of Science (BS), Accounting and Finance
Principal Financial Group August 2015 - Present
Veenker Memorial Golf Course September 2010 - August 2015
Principal Global Investors December 2013 - August 2014
AEGON Americas January 2013 - August 2013
Alpha Copies and Print Center August 2010 - November 2012
Iowa Department of Transportation May 2011 - August 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Budgets, Investments, Erosion Control, Integratec, SharePoint, Customer Service, Analysis, Microsoft PowerPoint, Adobe Acrobat, Microsoft Outlook, Sales, Bloomberg, Bloomberg Terminal, Charles River IMS, Portia, Cadis, SQL Server Management..., Golf Course Management, Junior Golf, Teamwork
Education
Iowa State University - College of Business 2010 — 2015
Bachelor’s Degree, Finance and Financial Management Services
Ames High School
Athene USA 2014 - Present
Wellmark Blue Cross and Blue Shield 2014 - 2014
Wellmark Blue Cross Blue Shield 2012 - 2014
Wellmark Blue Cross Blue Shield 2011 - 2012
Principal Financial Group 2008 - 2011
MetLife Investors 2007 - 2008
MetLife Investors 2006 - 2007
Skills
Finance, VBA, Microsoft Excel, SQL, Analysis, Systems Analysis, HTML, VB.NET, Business Process, PL/SQL, Financial Systems, Software Development..., Java, JavaScript, CSS, Bloomberg Terminal, Eclipse, JGrasp, Visual Studio, Fund Accounting, Accounting, COBOL, C#, SQL Server Management..., Android Development, Databases, C++, Investments, Bonds, Equities, Mutual Funds, Oracle SQL Developer, Process Improvement, Smartstream, PAM for Securities, Derivatives, Operating Systems, Algorithms, SunGard Enterprise..., Technology Integration, Software Implementation
Education
Iowa State University - College of Business 2002 — 2006
B.S., Accounting, Finance
Des Moines Area Community College
A.S., Managment Information Systems
University of Illinois Springfield
B.S., Computer Science
Workiva September 2015 - Present
Principal Financial Group August 2014 - September 2015
Iowa Bankers Association October 2012 - August 2014
McGladrey October 2005 - October 2012
RSM McGladrey / McGladrey & Pullen December 2003 - October 2005
Skills
Onboarding, Employee Benefits, Recruiting, Employee Relations, Talent Management, Benefits Administration, Payroll, Succession Planning, Deferred Compensation, Training, Talent Acquisition, Organizational..., Performance Management, Human Resources, Accounting, New Hire Orientations, Personnel Management, Employee Training, Management, College Recruiting, Workforce Planning, HRIS, Strategic Planning, HR Policies, Interviews, FMLA, Staff Development, HR Consulting, Strategy, Applicant Tracking..., Employee Engagement, Policy, Job Descriptions, Career Development, PeopleSoft, Employer Branding, Consulting, Temporary Placement, Hiring, Employment Law, Financial Analysis
Education
Consortium International University 2002 — 2003
Certificate, International Business, Italian
Iowa State University - College of Business 1999 — 2003
Bachelor's, Accounting, International Business
Graduate School of Banking - HR School
Principal Financial Group September 2015 - Present
XPO Logistics (formerly Norbert Dentressangle USA) May 2015 - September 2015
XPO Logistics (formerly Norbert Dentressangle USA) November 2013 - May 2015
Jacobson Companies December 2012 - November 2013
Jacobson Companies December 2011 - December 2012
Emerson Process Management May 2011 - August 2011
Skills
Microsoft Office, Employee Relations, Management, Human Resources, Recruiting, Training, Customer Service, Sourcing, Interviews, Employee Benefits, New Hire Orientations, Onboarding, Hiring, Applicant Tracking...
Education
Iowa State University - College of Business 2008 — 2011
Bachelor's degree, Marketing & Business Management, Magna Cum Laude
Principal Financial Group February 2012 - Present
Principal Financial Group October 2010 - February 2012
Principal Financial Group July 2007 - October 2010
Iowa Army National Guard March 2000 - March 2009
Holmes Murphy Financial Services June 2006 - July 2007
Holmes Murphy Financial Services June 2006 - July 2007
NORTHWESTERN MUTUAL FINANCIAL NETWORK May 2005 - October 2005
Skills
Mutual Funds, Fixed Income, FINRA, Options, Uniform Combined State..., Life Insurance, Retirement, Business Planning, Pensions, Asset Allocation, Wealth Management
Education
Iowa State University - College of Business 2002 — 2006
Bachelor of Science, Finance
Bishop Heelan 1997 — 2001
Principal Financial Group June 2014 - Present
Jacobson Companies December 2013 - May 2014
Jacobson Companies September 2009 - November 2013
Skills
Microsoft Word, Microsoft Excel, Microsoft Office, English, PowerPoint, Outlook, Windows, Inventory Management, Access, Process Improvement, Logistics, Forecasting
Education
Iowa State University - College of Business
Bachelor's degree, Accounting and Finance
Principal Financial Group September 2015 - Present
WorldWide Integrated Supply Chain Solutions November 2002 - Present
EFCO August 2001 - November 2002
International Paper July 2000 - December 2000
Skills
Customer Service, Logistics, Operations Coordination, Transportation..., Supply Chain, LTL, Freight, 3PL, Truckload, Warehouse Management, Inventory Management, Supply Chain Management
Education
Iowa State University - College of Business 1997 — 2001
Bachelor of Science (BS), Business- Transportation and Logistics
Principal Financial Group March 2011 - Present
Principal Financial Group May 2006 - March 2011
Skills
Business Analysis, Software Documentation, Visio, JCL, Mainframe, Business Requirements, Data Warehousing, SDLC, SharePoint, Requirements Gathering, Business Objects, Requirements Analysis, Data Modeling, DB2, COBOL, SQL
Education
Iowa State University - College of Business 2004 — 2006
Bachelor's, MIS
Wichita State University 1984 — 1986
None, General Studies
Principal Financial Group February 2015 - Present
TJ Maxx January 2015 - February 2015
Hands To Leather May 2014 - October 2014
Polyglobal USA December 2013 - March 2014
APC do Brasil, Ltda. July 2013 - October 2013
Iowa State University August 2009 - July 2013
Iowa State University January 2013 - May 2013
APC Europe S.A. June 2012 - July 2012
Iowa State University January 2012 - May 2012
Tortufauna December 2011 - December 2011
Skills
Negotiation, Spanish, Marketing, Social Networking, Public Speaking, Teamwork, Social Media, Microsoft Office, Blogging, PowerPoint, Microsoft Excel, Social Media Marketing, Microsoft Word, Brazilian Portuguese, Marketing Research, Marketing Communications, Sales, Leadership, Entrepreneurship, Market Research, Time Management, Project Planning, Facebook, Event Planning, French, Public Relations, Research, Marketing Strategy, Data Analysis, Strategic Planning, Management, Business Strategy, Business Development, Start-ups
Education
Iowa State University - College of Business 2009 — 2013
Bachelor of Science, Bachelor of Arts, Marketing, Spanish
Universidad Nacional de Heredia 2011 — 2011
Marketing
Principal Financial Group September 2012 - Present
Principal Financial Group 2012 - 2013
Principal Life 2010 - September 2012
Principal Financial Group August 2006 - August 2010
Education
Iowa State University - College of Business
Bachelor of Science (BS), Marketing
Principal Financial Group May 2015 - Present
Murphy Business and Financial of the Heartland June 2013 - Present
Sportsmans 3D Corporation 1997 - Present
SCW FITNESS EDUCATION February 2011 - September 2013
Cardio Plus 24 HR Health Clubs 2000 - 2011
Skills
Sales, Fitness Training, Fitness, Budgets, Personal Training, Strength Training, Customer Service, Team Building, Sales Management, Leadership, Wellness Coaching, Management, Wellness, Public Speaking, Marketing, Business Value, Small Business, Coaching, Sales Process, Sales Operations, Selling, Lifestyle, Mergers & Acquisitions, Sports, Management Consulting, Business Brokerage
Education
Iowa State University - College of Business 1979 — 1983
Bachelor of Business Administration (B.B.A.), Accounting
Principal Financial Group July 1993 - Present
Education
Iowa State University - College of Business
Bachelor of Science, Finance
Principal Global Investors November 2014 - Present
Principal Global Investors February 2013 - November 2014
Principal Financial Group April 2011 - February 2013
Federated Insurance May 2007 - April 2011
Skills
Corporate Tax, Microsoft Excel, Hyperion Enterprise, CPA, PeopleSoft, US GAAP, Statutory Accounting, SOX Compliancy, Problem Solving, Hyperion HFM, SQL, Toastmasters, Financial Analysis, Process Improvement
Education
University of Iowa - Henry B. Tippie College of Business 2012 — 2015
Master of Business Administration (MBA)
Iowa State University - College of Business 2003 — 2007
Bachelor of Science (B.S.), Accounting and Finance
Mutual of Omaha November 2006 - Present
Principal Financial Group June 1992 - June 2001
Skills
Retirement Planning, Mutual Funds, Insurance, Retirement, Series 6, Fixed Annuities, 401k, Disability Insurance, Financial Services, IRAs, Pensions, Series 7, Life Insurance
Education
Iowa State University - College of Business 1988 — 1992
Bachelor of Business Administration (BBA), Finance
Wellmark May 2013 - Present
Delta Dental of Iowa May 2009 - October 2012
Wellmark BCBS January 2006 - April 2009
Principal Financial Group January 1997 - January 2006
Skills
Health Insurance, Insurance, Employee Benefits, Underwriting, Disability Insurance, Managed Care, Account Management, Life Insurance, Strategic Planning, Process Improvement, Health Savings Accounts, Term Life Insurance, Sales, Healthcare, Sales Management, New Business Development, Negotiation, Leadership, Team Building, Customer Retention, Management, Coaching, Marketing, Marketing Strategy, Product Development, Medicaid, HIPAA, Sales Operations, Analytics, Program Management, Strategy, Executive Management, Brokers, Long-term Care, Claim
Education
University of Notre Dame - Mendoza College of Business
Executive Certificate in Leadership and Management
Iowa State University - College of Business 1993 — 1996
Bachelor of Science (B.S.), Finance
North Iowa Area Community College 1979 — 1981
Associate of Arts and Sciences (A.A.S.), Medical/Clinical Assistant
kanawha 1973 — 1979
kanawha high school 1973 — 1979
General Dynamics Information Technology April 2014 - Present
Nationwide Insurance April 2013 - April 2014
Nationwide Insurance June 2010 - April 2013
Nationwide Insurance September 2007 - June 2010
Nationwide Insurance March 2007 - September 2007
Principal Financial Group June 2005 - March 2007
Skills
Insurance, Property & Casualty..., Underwriting, Process Improvement, Business Analysis, Access, Health Insurance, Claim, Visio, Data Analysis, Lotus Notes, Call Centers, Requirements Gathering, Microsoft Excel, Risk Management
Education
Iowa State University - College of Business 2008 — 2010
Masters, Business Adminstration
University of Northern Iowa 2000 — 2004
BA, Marketing
Principal Financial Group 1992 - 2013
Education
Iowa State University - College of Business 1987 — 1991
Finance, Finance, Economics, Accounting
Nationwide Insurance March 2012 - Present
Nationwide Insurance June 2006 - March 2012
Principal Financial Group 1993 - 2003
Skills
SDLC, COBOL, DB2, Visio, Business Analysis, CICS, Requirements Analysis, SQL, JCL, Agile Methodologies, SharePoint, Waterfall, Leadership, Process Improvement, Agile Project Management, Business Requirements
Education
Iowa State University - College of Business 1989 — 1993
Bachelor of Business Administration (BBA), Management Information Systems, General
Principal Financial Group May 2014 - Present
United Way of Central Iowa October 2014 - Present
Principal Financial Group October 2012 - May 2014
Compressor Controls Corporation January 2011 - October 2012
Tippie College of Business Young Alumni Board 2006 - 2011
Iowa State University August 2009 - December 2010
Iowa Department of Administrative Services June 2008 - August 2009
Union Pacific Railroad July 2006 - June 2008
Skills
Training & Development, Organizational..., Onboarding, Performance Management, Learning Management, Instructional Design, Compensation, Recruitment/Retention, Reporting & Analysis, Succession Planning, Talent Management, Employee Engagement, Leadership Development, Change Management
Education
Iowa State University - College of Business 2009 — 2010
MBA, Business Administration
University of Iowa - Henry B. Tippie College of Business 2002 — 2006
BBA, Finance, Management
AllSpec360 Home Inspection October 2014 - Present
T9Trans May 2014 - August 2014
Principal Financial Group December 2012 - August 2013
Siegrist & Jones, P.C. January 2012 - August 2012
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Access, Teamwork, Finance, Investments, StrengthsQuest, Time Management, QuickBooks, Insurance, Leadership, Financial Analysis
Education
Iowa State University - College of Business 2011 — 2015
Bachelor of Science, Finance; Technical Writing
University of Canberra 2014 — 2014
Bachelor of Science (BS), Finance
HoganTaylor LLP January 2013 - Present
Tulsa CARES March 2011 - Present
HoganTaylor LLP October 2009 - December 2012
McGladrey January 2008 - October 2009
McGladrey January 2006 - May 2006
Principal Financial Group 2004 - 2005
Education
Regents College 2007 — 2007
Summer Study Abroad - London, Accounting
Iowa State University - College of Business 2006 — 2007
Masters of Accountancy, Accounting
Iowa State University - College of Business 2003 — 2007
Bachelor of Science, Accounting
General Mills November 2014 - Present
General Mills August 2012 - November 2014
General Mills October 2010 - August 2012
General Mills June 2009 - October 2010
General Mills November 2003 - May 2009
City of Eugene June 2002 - October 2003
General Mills June 1997 - May 2002
Procter & Gamble May 1996 - August 1996
Principal Financial Group May 1995 - August 1995
Education
Iowa State University - College of Business 1993 — 1997
BS, Management Information Systems
ITAGroup October 2012 - Present
JB Autosports June 2011 - December 2012
Accenture July 2012 - October 2012
ING USA November 2011 - July 2012
Aviva Life Insurance Company April 2010 - November 2011
Nationwide Insurance October 2009 - April 2010
Principal Financial Group May 2006 - October 2009
ITAGroup 2004 - 2006
ADP 2002 - 2004
Skills
Business Requirements, Requirements Gathering, Visio, Business Analysis, SharePoint, Requirements Analysis, Software Documentation, Insurance, Systems Analysis, Data Analysis, Process Improvement, Access, SDLC, Business Process..., Business Process, IT Management, Vendor Management, Change Management, Project Portfolio..., Agile Project Management, PMO, Project Management
Education
Iowa State University - College of Business 1996 — 2000
B.S., Management Information Systems
UnitedHealthcare January 2013 - Present
UnitedHealthcare July 2009 - December 2013
RedBrick Health February 2008 - June 2009
UnitedHealth Group 2004 - 2008
Principal Financial Group 1999 - 2002
Skills
Data Analysis, Disease Management, Employee Benefits, HIPAA, Health Economics, Health Insurance, Healthcare, Healthcare Information..., Insurance, Leadership, Managed Care, Process Improvement, Underwriting, Cross-functional Team..., Strategic Planning
Education
Iowa State University - College of Business 1996 — 1999
Bachelors, Finance, Minor in Spanish
Waddell & Reed September 2012 - Present
VML August 2011 - September 2012
RiverPoint May 2011 - August 2011
Accountemps April 2011 - May 2011
Geek Stuff, Inc January 1999 - December 2010
Principal Financial Group 1996 - December 1998
State of Iowa 1994 - 1996
Newtrend 1991 - 1994
Skills
SharePoint, Unix, Visio, Business Analysis, Web Analytics, Requirements Analysis, Problem Solving, Microsoft Excel, Interactive Marketing, Microsoft Word, Agile Methodologies, Databases, Excel, Word, Pivot Tables, RFP, Requirements Gathering, Regulatory Requirements, Presentations, Tableau, Data Visualization, Data Analysis, Big Data Analytics, SDLC, Project Management
Education
Rockhurst University 2014 — 2017
Master of Business Administration (MBA), MBA with a BI Concentration; Estimated Graduation--Spring 2017, 3.85 GPA
Iowa State University - College of Business
B.A., Business Management
Principal Financial Group April 2012 - Present
Principal Financial Group January 2012 - May 2012
The Principal Financial Group September 2010 - January 2012
Principal Financial Group 2007 - 2008
Skills
Retirement, Life Insurance, Business Continuity..., Holistic Financial..., Agent Recruitment
Education
Iowa State University - College of Business
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Principal Financial Group December 2005 - Present
Marsh & McLennan Companies, Inc. 2004 - 2005
Skills
COBOL, Visio, Requirements Analysis, SDLC, DB2, Business Requirements, SharePoint, Requirements Gathering, Mainframe, Business Analysis, Data Warehousing, Data Modeling, SQL, Business Objects, Systems Analysis
Education
Iowa State University - College of Business 2000 — 2003
BS, MIS
Principal Financial Group January 2014 - Present
Principal Financial Group 2010 - January 2014
Principal Financial Group 2007 - 2010
Principal Financial Group 1997 - 2008
Skills
Series 7, Series 24, Mutual Funds, Retirement, 401k, FINRA, Investments, Process Improvement, Retirement Planning
Education
Iowa State University - College of Business 1989 — 1993
BBA, Finance
Principal Financial Group September 2006 - Present
Principal Global Investors 2006 - Present
Premier Designs 2010 - 2011
Premier Designs 2010 - 2011
Bank of the West 2004 - 2006
Skills
Bonds
Education
Iowa State University - College of Business 2000 — 2004
B.S., Finance
Grace to You August 2011 - Present
Mercer November 2007 - July 2010
Principal Financial Group January 2007 - October 2007
Mercer Health & Benefits June 1999 - November 2006
Skills
Employee Benefits, Benefits Administration, Health Insurance, Insurance
Education
The Master's Seminary 2010 — 2014
Master's of Divinity, Jesus, The Bible, Discipleship
Iowa State University - College of Business 1983 — 1987
Bachelors of Business Administration, Finance
Dowling High School 1980 — 1983
General
Wells Fargo April 2014 - Present
Wells Fargo Home Mortgage May 2012 - April 2014
Principal Financial Group October 2010 - May 2012
Target August 2008 - July 2010
Target March 2003 - August 2008
Skills
Business Process..., Operational Streamlining, Strategic Planning, Change Management, Financial Management, P & L, Business Relationship..., Succession Planning, Leadership Development, Talent Assessment, Recruiting, Mentoring, Training, Human Resources, Banking, Competitive Analysis, Inventory Management, Finance, Retail, Talent Management
Education
Iowa State University - College of Business 1997 — 2002
Bachelor Of Science, Business
Waverly Shell Rock 1993 — 1997
Principal Financial Group August 2008 - Present
Bosch Farms January 1996 - Present
Principal Financial Group September 2007 - August 2008
Wells Fargo Bank May 2005 - September 2007
Wells Fargo Financial May 2003 - May 2005
Kraft Nabisco December 2001 - July 2003
Skills
Series 7, Fixed Annuities, ChFC, Retirement Savings, Marketing Strategy, Social Media Marketing, Digital Marketing, Retirement Planning, Uniform Combined State..., Banking, Marketing, Credit, Loans, Mortgage Lending, Livestock, Website Development, Financial Analysis, Underwriting, Management, Customer Service, Sales, Strategy, Retirement Solutions, Online Marketing, Product Marketing, Variable Annuities
Education
Iowa State University - College of Business 1998 — 2003
BS, Finance and Marketing
The American College 2008 — 2011
CHFC, Chartered Financial Consultant
Carlisle High School 1994 — 1998
High School/Secondary Diplomas and Certificates
Principal Financial Group April 2014 - Present
Principal Financial Group October 2012 - April 2014
Principal Financial Group August 2006 - October 2012
Push America January 2006 - August 2006
Skills
Process Improvement, Strategic Planning, Marketing Communications, Event Planning, Public Speaking, Marketing, Social Media Marketing, Business Development, Account Management, Public Relations, Analysis, Customer Service, Leadership, Sales
Education
Iowa State University - College of Business 2002 — 2006
B.S., Marketing
University of Otago 2003 — 2003
Study Abroad, Digital Arts, Photography, Finance, Psychology
Principal Financial Group August 2003 - Present
MetLife 2000 - 2003
Skills
Retirement, 401k, Fixed Annuities, Retirement Planning, Mutual Funds, Series 7, Strategic Financial..., Life Insurance, Asset Allocation, Disability Insurance, IRAs, Wealth Management, Series 6, Series 63, Estate Planning, 401k Rollovers, Long Term Care Insurance, Long-term Care, Variable Annuities, Financial Advisory, Term Life Insurance, Saving for Education, Investment Advisory, Investments, Financial Planners
Education
Iowa State University - College of Business 1991 — 1995
Principal Financial Group May 2014 - Present
Council for Agricultural Science and Technology (CAST) November 2012 - May 2014
Skills
Time Management, Communicative Skills, Public Speaking, Interpersonal Skills, Microsoft Excel, Microsoft Word, Social Media, Organization, PowerPoint
Education
Iowa State University - College of Business 2010 — 2014
Bachelor's degree, Finance, Management
Principal Financial Group March 2014 - Present
Principal Financial Group November 2012 - May 2013
City of West Des Moines May 2011 - November 2012
General Mills December 2008 - May 2011
Microsoft Infrastructure, Pella Corporation January 2007 - December 2008
Microsoft Server Technologies January 2005 - January 2007
General Mills December 2001 - December 2004
Skills
Active Directory, Windows Server, Servers, Group Policy, Powershell, VMware, VMware ESX, Windows 7, Troubleshooting, Microsoft Technologies, Windows, Microsoft Exchange, DHCP, DNS, XP, Disaster Recovery
Education
Iowa State University - College of Business 1997 — 2001
Bachelors of Science, Management of Information Systems
USDA June 2015 - Present
United States Department of Defense July 2009 - Present
Aerotek March 2015 - July 2015
Iowa Army National Guard July 2010 - February 2015
Iowa Army National Guard USPFO May 2008 - June 2010
Principal Financial Group October 2007 - May 2008
Principal Financial Group November 2004 - September 2007
Menards Inc. June 2003 - August 2003
Skills
Leadership, Military, Training, Security Clearance, Program Management, Management, Government, Analysis, Customer Service, DoD, Marketing, Military Operations, Travel and Event..., Business Writing, Psychological Operations
Education
Iowa State University - College of Business 2001 — 2003
Bachelor's Degree, Business Management, NA
Western Iowa Tech Community College 1995 — 2000
Associate's Degree, Liberal Arts and Sciences/Liberal Studies, 3.2
Principal Financial Group January 2009 - Present
Principal Financial Group 2006 - 2009
Principal Financial Group 2004 - 2006
Skills
Operations Management, Customer Service, Life Insurance, Reinsurance, Insurance, Business Planning, Leadership, Customer Retention, Team Building, Sales, Account Management, Underwriting, Team Management, Vendor Management
Education
Iowa State University - College of Business 1999 — 2001
Bachelor's degree
Monsanto November 2012 - Present
CSI Chemical Corporation May 2007 - November 2012
Storm Water Consultants November 2006 - March 2007
Pioneer Hi-Bred International Inc March 2003 - April 2006
Pioneer Hi-Bred International Inc December 1998 - March 2006
Pioneer Hi-Bred International Inc July 1997 - November 1998
Principal Financial Group December 1990 - June 1997
Principal Financial Group February 1989 - November 1990
Skills
Negotiation, Purchasing, Six Sigma, Contract Negotiation, Strategic Planning, Supply Chain, Supply Chain Management, Project Management, Budgets, Cross-functional Team..., Logistics, Continuous Improvement, Lean Manufacturing, Supply Management, Warehousing, Strategic Sourcing, Inventory Management, Sales Management, Project Planning, Process Improvement, Procurement, Team Building, Team Leadership, Operations Management, Program Management, Leadership, Management
Education
Iowa State University - College of Business 1984 — 1988
Bachelor of Science, Management
Dowling Catholic High School 1980 — 1984
Principal Financial Group March 2014 - Present
Principal Financial Group August 2007 - March 2014
Principal Financial Group March 2009 - April 2011
Principal Financial Group March 2007 - August 2007
Principal Financial Group June 2003 - March 2007
Principal Financial Group August 1999 - June 2003
Principal Financial Group June 1996 - August 1999
Skills
SharePoint, Vendor Management, Data Warehousing, Leadership, Business Requirements, Business Intelligence, Visio, Process Improvement, Data Modeling, Management, Business Objects
Education
Iowa State University - College of Business 1992 — 1996
Bachelor's Degree, Management Information Systems, General
Businessolver January 2015 - Present
Accountable Health Solutions July 2013 - January 2015
Principal Financial Group December 2011 - July 2013
Rain and Hail Insurance May 2009 - December 2011
American Century Investments May 2008 - August 2008
Iowa State University December 2007 - May 2008
Skills
SQL, Java, Linux, JavaScript, Oracle, HTML, MySQL, XML, CSS, Windows, Eclipse, Web Development, C#, Spring, Object Oriented Design, Project Management, MVC Architecture
Education
Iowa State University - College of Business 2005 — 2009
BS, Management Information Systems
Razorfish Health March 2013 - Present
Publicis Healthware International August 2010 - March 2013
Schnurr & Company January 2010 - April 2010
Principal Financial Group May 2008 - December 2008
Skills
Financial Accounting, Invoice Verification, Revenue Recognition, Month End Close, Invoice Processing, Microsoft Excel, Microsoft Office, Lotus Notes, Accounting, Finance, Financial Analysis, Revenue Analysis
Education
Iowa State University - College of Business 2009 — 2010
Masters of Accounting, Accounting
Iowa State University - College of Business 2005 — 2009
Bachelor of Science (B.S.), Accounting
Principal Financial Group August 2015 - Present
TD&T CPAs and Advisors, P.C. August 2012 - August 2015
The Cellular Connection January 2009 - April 2012
Ames Golf & Country Club 2011 - 2012
Skills
Tax Preparation, Accounts Payable, Microsoft Excel, Microsoft Word, Payroll, Sage Business Works, Human Resources, General Ledger, Journal Entries, Payroll Taxes, Mas 90, Cash Flow, Meeting Scheduling, Accounting, Outlook, Access, CPA, Time Management, GoFileRoom, Lacerte, CCH ProSystem fx, Tax Returns, Software Documentation
Education
Iowa State University - College of Business 2009 — 2012
Bachelor of Science (B.S.), Accounting
Principal Financial Group January 2015 - Present
Principal Financial Group May 2011 - Present
ExamOne, a Quest Diagnostics Company May 2009 - April 2011
Skills
Insurance, Sales, Mutual Funds, Fixed Annuities, Marketing, Retirement Planning, Business Planning, Life Insurance, Retirement, 401k, Investments, Series 7, Disability Insurance
Education
University of Iowa 2013 — 2014
Master of Business Administration (MBA), Finance, General
Iowa State University - College of Business 2005 — 2009
Bachelor's degree, Marketing
Principal Financial Group June 2011 - Present
Bratney Companies May 2010 - August 2010
Brokaw Supply May 2008 - September 2008
Skills
IIS, Oracle Access Manager, Windows Server, Google Search Appliance, Oracle Identity..., Information Technology, Oracle Identity Manager, SharePoint, Social Media, Visio, Windows 7
Education
Iowa State University - College of Business 2009 — 2011
MIS
Iowa Central Community College 2008 — 2009
Associates of Arts, General Business
Principal Financial Group January 2004 - Present
Motorola June 2001 - December 2003
Education
Iowa State University - College of Business 1997 — 2001
BS, Management Information Systems / Transportation and Logistics
Cerner Corporation February 2012 - Present
International Students and Scholars Office - Iowa State University September 2010 - December 2011
Principal Financial Group May 2011 - August 2011
Pella Corporation June 2010 - August 2010
Iowa State Athletic Marketing Department August 2008 - May 2009
Skills
Marketing, Social Media, Customer Service, Microsoft Office, PowerPoint, Advertising, Microsoft Excel, Strategic Consulting, Outlook, OneNote, Building Relationships, Presentations, Sales, Editing, Time Management, Management
Education
Iowa State University - College of Business 2007 — 2011
BS, Marketing
University College Cork 2010 — 2010
BS, Marketing, Business
American College of Thessaloniki, Greece 2008 — 2008
History
Pioneer Hi-Bred International Inc September 2011 - Present
Quality Consulting Inc. December 2010 - September 2011
Principal Financial Group May 2006 - November 2010
Skills
Technical Project..., SDLC, Java, Spring, RAD, Websphere, JUnit, JMS, EJB, REST, SOAP, JSON, XML, GSON, Android, Jenkins, Artifactory, Sonar, Maven, Ant, HTML, JSTL, Hibernate, JDBC, OOAD, Vignette Portal, SQL, Oracle, DB2, Teamsite, EAI, Tortoise SVN, Visual SVN, CVS, ClearCase, Informatica, Business Requirements, Requirements Analysis, Scrum, Agile & Waterfall..., Team Mentoring, COBOL, Visio, Requirements Gathering
Education
Iowa State University - College of Business 2003 — 2007
Bachelor of Science, Management Information Systems
KLD Consulting, Inc. Information AnalystMeredith CorporationMarch 2005 - September 2006
Principal Financial Group 2002 - 2005
Modern Solutions, Inc. March 1997 - March 2002
Principal Financial Group January 1997 - March 1998
Principal Financial Group January 1995 - December 1997
Skills
ERP, Process Improvement, Analysis
Education
Iowa State University - College of Business 1990 — 1994
COKeM International September 2013 - Present
Target March 2012 - August 2013
Target August 2011 - March 2012
Target August 2010 - July 2011
Target December 2008 - August 2010
Target June 2008 - December 2008
Target Corporation January 2007 - January 2008
Principal Financial Group January 2006 - August 2006
Skills
E-commerce, Multi-channel Retail, Retail, Negotiation, Multi-Channel Commerce, Strategy, Inventory Management, Cross-functional Team..., Retail Buying, Digital Marketing, Forecasting, Merchandising Strategies, Inventory Analysis, Mediation, Vendor Relations, Digital Channels, Cross-Channel, Integrated..., Marketing, Marketing Strategy, Sales, Sales Management, P&L Management
Education
Iowa State University - College of Business 2002 — 2006
BS, Finance
Swansea University 2005 — 2005
Spencer High School 1998 — 2002
Robert Half Technology December 2014 - Present
Principal Financial Group October 1994 - May 2002
Principal Financial Group 1994 - 2002
Skills
DB2, COBOL, SDLC, Requirements Analysis, JCL, SQL, Leadership, Business Analysis, Software Documentation, SharePoint
Education
Iowa State University - College of Business 1991 — 1993
BBA, Accounting
Principal Financial Group September 2011 - Present
Principal Financial Group August 2007 - September 2011
Cargill May 1998 - August 2007
Education
University of Minnesota - Carlson School of Management 2002 — 2005
Master of Business Administration
Iowa State University - College of Business 1995 — 1999
Bachelor of Science in Business Administration
Wells Fargo Bank N.A. March 2008 - Present
Principal Financial Group 1994 - 2006
Dreher, Simpson & Jensen 1993 - 1994
Skills
Procurement, Vendor Management, Risk Mitigation, Contract Negotiations, Vendor Relations, Process Improvement, Contract Management, Contract Negotiation, Hardware, Strategic Sourcing, Negotiation, Real Estate, Risk Management, Compliance, Mergers, Leadership, Sourcing, Management, Business Analysis, Program Management, Business Process..., Team Building, Strategy, Project Management, Strategic Planning, Insurance, Cross-functional Team..., Sales, Change Management, IT Strategy, Budgets, Business Strategy, Analysis, Team Leadership, CRM, Business Intelligence, Operations Management, Business Process, Purchasing, Financial Services, Mergers & Acquisitions, Legal Writing, Requirements Gathering
Education
Iowa State University - College of Business
Bachelor’s Degree, Business Administration and Management, General
Insurance Designers of Kansas City October 2009 - Present
AXA Equitable November 2007 - May 2009
LIncoln Financial Distributors March 2004 - November 2007
New York Life January 1999 - January 2005
Principal Financial Group August 1991 - January 1999
Northwestern Mutual September 1986 - August 1991
Education
Iowa State University - College of Business 1984 — 1987
Ellsworth Community College 1983 — 1984
Iowa Falls High School 1980 — 1983
Heartland Crop Insurance October 2009 - Present
Genesis10 September 2007 - October 2009
Genesis10 Consulting January 2006 - August 2007
Principal Financial Group 2005 - 2006
Wells Fargo Home Mortgage 2005 - 2006
Wellmark 2000 - 2005
Rain and Hail Insurance 1990 - 1999
Skills
SDLC, IT Leadership, Business Analysis, Business Development, Account Management, PMO, Agile Methodologies, Vendor Management, Change Management, PMP, Project Management, Strategy, Program Management, Business Process..., Consulting, ERP, Process Improvement, Management, Requirements Analysis, Business Process..., IT Management
Education
Project Management Institute 2005 — 2006
PMP, Project Management Certification
Iowa State University - College of Business 2002 — 2005
MBA, MIS / Finance
Iowa State University - College of Business 1986 — 1990
Bachelors, Finance / Statistics
Principal Financial Group August 2010 - Present
QCI January 2007 - November 2010
Trans-Lux Fair-Play June 2001 - December 2006
Skills
Windows Server, Firewalls, VPN, Switches, Routers, Active Directory, Microsoft SQL Server, SharePoint, Business Analysis, Visio, Servers
Education
Iowa State University - College of Business 2003 — 2006
BS, Management Information Systems
Iowa Central Community College 1999 — 2001
AAS, Computer Networking Technology
Principal Financial Group May 2000 - Present
Skills
SDLC, SharePoint, Business Requirements, Visio
Education
Iowa State University - College of Business 1986 — 1991
Accordia Life and Annuity 2014 - 2015
Accordia Life and Annuity 2014 - 2015
Aviva USA July 2011 - February 2014
MassMutual Financial Group October 2009 - June 2011
Principal Financial Group 2001 - 2009
The PM Group, Inc. February 2000 - October 2001
Intech Staffing January 1997 - February 2000
Skills
Fixed Annuities, Life Insurance, Insurance, Universal Life, Employee Benefits, Training, Recruiting, Estate Planning, Marketing, Sales, Product Marketing, Sales Management, Sales Process, Indexed Annuities, Finance, Retirement, Disability Insurance, Retirement Planning, Key Person Insurance, Term Life Insurance
Education
Iowa State University - College of Business 1990 — 1994
Bachelors, Marketing
Ruthven-Ayrshire High School
Principal Financial Group November 2014 - Present
Skills
Retirement Planning, Retirement, 401k, Investments, Mutual Funds, Fixed Annuities, Insurance, Disability Insurance, Wealth Management, Securities, Strategic Financial..., Financial Services
Education
Iowa State University - College of Business 1980 — 1984
Principal Financial Group 2012 - Present
Education
Iowa State University - College of Business 1991 — 1995
Global Atlantic Financial Group January 2014 - Present
Principal International, Inc. October 2005 - January 2014
Sauer-Danfoss January 2002 - October 2005
Principal Financial Group January 1991 - January 2002
Education
Iowa State University - College of Business 1987 — 1990
BBA, Accounting
St. Mary's 1971 — 1975
Life Time - The Healthy Way of Life Company August 2014 - Present
Cutler Law Firm, P.C. February 2006 - November 2014
Prairie Life Fitness Center January 2006 - January 2010
Principal Financial Group June 1997 - December 2005
Skills
Accounting, Financial Accounting, Financial Reporting, Financial Analysis, Leadership, Customer Service, Management, Finance, Team Building, Budgets
Education
Iowa State University - College of Business 1991 — 1995
B.A., Accounting
Principal Financial Group AVPBank One1988 - 2000
Education
Iowa State University - College of Business 1974 — 1978
bs, finance, economics
The Ohio State University 1974 — 1978
bs, business
Merchants Bonding Company May 2011 - Present
KTJ Consulting March 2010 - May 2011
Wisdom Worker Solutions August 2007 - February 2010
The Weitz Company 2000 - 2007
Principal Financial Group January 1982 - January 2000
Skills
Benefits Design, Onboarding, Succession Planning, Employee Benefits, Budgets, Benefits Administration, Applicant Tracking..., Leadership Development, Talent Acquisition, Performance Management, Management, Strategic Planning, Employee Relations, Human Resources, HRIS, Talent Management, Insurance, College Recruiting, Customer Service, FMLA, Personnel Management, Workforce Planning, Leadership, Employee Engagement, Compensation & Benefit, Organizational..., New Hire Orientations, Interviews, Organizational Design, HR Consulting, Career Development, Employee Training
Education
Iowa State University - College of Business
BS, Industrial Administration, Behavioral Management
Principal Financial Group July 1980 - Present
Education
Iowa State University - College of Business
Bachelor of Science (BS), Human Resources Management/Personnel Administration
Principal Financial Group June 2013 - Present
Principal Financial Group January 2008 - June 2013
Flanagan Financial Resources May 2007 - December 2007
Principal Financial Group 2003 - May 2007
Principal Financial Group 2000 - 2003
Principal Financial Group 1997 - 2000
Principal Financial Group 1996 - 1997
SunTrust Bank 1995 - 1996
Northern Trust 1993 - 1995
Skills
Software Engineering, Business Analysis, Java, Scala, SQL, SDLC, Business Rules, Domain Modeling, Requirements Analysis, Requirements Gathering, DB2, Data Analysis, Financial Modeling, Secure Software..., Spring
Education
Simpson College 1998 — 2001
BS, Computer Science
Iowa State University - College of Business 1990 — 1993
BBA, Finance
Winterset High School 1985 — 1989
Principal Financial Group February 2008 - Present
Hubbell Realty March 2005 - February 2008
Lindamood-Bell Learning Processes June 2002 - March 2005
Skills
Microsoft Office, Project Management, Budgets, Analysis, Management, Training, Business Analysis, Software Documentation, Microsoft Excel, Testing, Customer Service, Program Management
Education
Iowa State University - College of Business 2006 — 2008
MBA, Finance & MIS
Luther College 1999 — 2003
Bachelor of Arts (B.A.), Mathematics and Computer Science
Principal Financial Group October 2013 - Present
Principal Financial Group September 2006 - October 2013
Principal Financial Group March 1997 - July 2006
Skills
Capital Markets, Financial Services, Cash Management, Mergers & Acquisitions, Treasury
Education
Iowa State University - College of Business 1992 — 1996
Principal Financial Group IT Application Analysis - LeadPrincipal Bank2003 - Present
Skills
Banking, SDLC
Education
Iowa State University - College of Business 1992 — 1997
Management Information Systems
Principal Financial Group May 1999 - Present
Education
Iowa State University - College of Business 1996 — 1999
BA, MIS
University of Iowa
BBA, Marketing
Principal Financial Group 1994 - Present
Skills
Leadership, Resource Management, Storage, Networking, SDLC, Information Technology
Education
Iowa State University - College of Business
Principal Financial Group March 2012 - Present
Principal Financial Group April 2008 - March 2012
Allied Insurance January 2006 - April 2008
Commerce Bank October 2001 - January 2006
Skills
Marketing Communications, Corporate Communications, Marketing Strategy, Marketing, Strategic Planning, Social Media, Strategic Communications, Internal Communications, Direct Marketing, Project Management, Email Marketing, Public Relations, Business Analysis, Insurance, Market Research, Social Media Marketing, Mutual Funds, Team Leadership, Online Marketing, Copywriting, Media Relations, Management
Education
CFA Institute - Claritas 2014 — 2015
Claritas Investment Certificate
Webster University 2001 — 2005
Iowa State University - College of Business 1995 — 1999
Bachelor of Science (BS), Marketing
Principal Financial Group 1995 - Present
Skills
Data Modeling, DB2, Visio, Business Analysis, SDLC, SQL, SharePoint, Database Design, Business Requirements, Disaster Recovery, Requirements Analysis, Business Intelligence, VB.NET, Change Management, Microsoft SQL Server, Microsoft Office, C#
Education
Iowa State University - College of Business 1991 — 1995
Management
Principal Financial Group April 1998 - Present
CDS Global May 1996 - April 1998
Crouse Cartage Company January 1995 - May 1996
Siegel-Robert Automotive March 1989 - January 1995
Skills
Business Analysis, Automotive, Business Requirements, Process Improvement, Leadership, Team Leadership, Program Management
Education
Iowa State University - College of Business 1984 — 1988
Bachelor of Business Administration, Transportation/Logisitics
Albia Community High School 1980 — 1984
TMG Financial Services October 2013 - Present
TMG Financial Services April 2010 - October 2013
Wells Fargo August 2007 - January 2010
Harland Financial Solutions February 2005 - August 2007
Mid American Energy 2002 - 2005
Principal Financial Group 1995 - 1997
Skills
Financial Analysis, Risk Management, Financial Modeling, Financial Reporting, Strategic Financial..., Managerial Finance, Budget Forecasts, Forecasting, Banking, Finance, Management, Process Improvement, Business Analysis, Valuation, Credit, Financial Services, Strategic Planning, Budgets, Analysis, Budgeting, Portfolio Management, Accounting, Strategy, Leadership, Microsoft Excel, Team Building, Corporate Finance, Customer Service, Mergers & Acquisitions, Financial Planning
Education
University of Iowa 2002 — 2005
MBA, Finance
Iowa State University - College of Business 1994 — 1995
BS, Finance and Accounting
The University of South Dakota 1989 — 1992
BS, Business Admin
Yankton High School
JPMorgan Chase July 2008 - Present
Principal Financial Group 2007 - 2008
Skills
Financial Analysis, Credit, Finance, Portfolio Management, Financial Modeling, Banking, Risk Management, Commercial Lending, Credit Analysis, Leadership, Loans, Mortgage Lending, Underwriting
Education
Iowa State University - College of Business 2003 — 2007
Bachelors, Business- Finance
Unum December 1999 - Present
Principal Financial Group June 1995 - November 1999
Skills
Account Management, Benefits Administration, Brokers, Disability Insurance, Employee Benefits, Health Insurance, Insurance, Life Insurance, Long-term Care, Term Life Insurance, Underwriting, Leadership, Strategic Planning
Education
Iowa State University - College of Business 1990 — 1995
Bachelors, Finance
Coegi Consulting February 2015 - Present
ADT February 2015 - Present
John Deere September 2012 - February 2015
MMTAdvertising 2013 - 2013
Principal Financial Group December 2005 - September 2012
Skills
SQL, Java, JavaScript, COBOL, Systems Analysis, Requirements Analysis, Test Driven Development, Business Process, Agile Application..., Python, Agile Methodologies
Education
Iowa State University - College of Business 2001 — 2005
B.S., Management Info Systems
Iowa State University - College of Business
MBA, Information Technology
Principal Financial Group
Skills
Performance Consulting, SDLC, Talent Management, Onboarding, Resource Management, Leadership, Process Improvement, Business Requirements, Software Documentation, Requirements Gathering, Insurance
Education
Iowa State University - College of Business
Principal Financial Group Assistant managerPrincipal BankAugust 2000 - May 2008
Midwest Heritage Bank March 1996 - August 2000
Education
Iowa State University - College of Business 2001 — 2004
BBA, Accounting
Iowa State University - College of Business 1989 — 1995
BBA, Finance
Iowa State University - College of Business 1989 — 1995
BA, Economics
Buccaneer, a General Dynamics Company February 2015 - Present
Buccaneer, a General Dynamics Company February 2014 - February 2015
Buccaneer, a General Dynamics Company January 2012 - February 2014
Principal Financial Group March 2006 - January 2012
Principal Financial Group August 2001 - March 2006
Skills
Quality Center, Requirements Analysis, System Testing, SDLC, Test Management, Agile Methodologies, Software Quality..., Test Planning, Quality Assurance, User Acceptance Testing, Test Cases, QTP, Test Strategy, Manual Testing, Regression Testing, Test Automation, Waterfall
Education
Iowa State University - College of Business 1996 — 2001
Marketing
Principal Financial Group DirectorCadis Software2007 - 2008
Education
Iowa State University - College of Business 1978 — 1982
BS, Business Management
Freedom Financial Bank June 2013 - Present
Northwest Bank June 2008 - June 2013
Principal Financial Group May 2007 - March 2008
AEGON January 2006 - July 2006
Skills
Commercial Lending, Credit, Commercial Real Estate, Investments, Loans
Education
University of Iowa - Henry B. Tippie College of Business 2009 — 2013
Masters of Business Administration
Iowa State University - College of Business 2003 — 2007
Finance
Athene Annuity & Life Company November 2014 - Present
EDCO Health Information Solutions January 2013 - April 2014
LodgeNet Interactive Corporation January 2012 - January 2013
Cigna Home Delivery Pharmacy October 2010 - November 2011
Iowa Foundation for Medical Care (IFMC) March 2009 - March 2010
Principal Financial Group July 1994 - December 2008
Skills
Outlook, Project Management, Visio, Vendor Management, Project Planning, MS Project, Risk Management, Business Requirements, PMP, Budgets, Business Process..., Program Management, Process Improvement, Requirements Analysis, Management, Software Project..., SDLC, Business Process, Business Analysis, Team Building, PMO, Software Documentation, Requirements Gathering, Leadership, SharePoint, Databases, Project Portfolio..., Integration, Quality Assurance, IT Management, Change Management, Resource Management
Education
Iowa State University - College of Business
Business, Business Management
Principal Financial Group January 2004 - Present
Skills
COBOL, SQL, HTML, SharePoint, Visio, SDLC, Business Analysis, Requirements Gathering, Process Improvement, Insurance, Software Documentation, Systems Analysis, Visual Basic, DB2, Java, Databases, Analysis, Data Analysis, User Acceptance Testing, Disaster Recovery, Testing, Troubleshooting, JCL, Spring Framework, Maven
Education
Iowa State University - College of Business 1999 — 2003
BS, MIS, Transportation & Logistics
Prudent Produce December 2011 - Present
GCommerce Inc. April 2006 - December 2011
Principal Financial Group July 1994 - September 2000
Skills
Business Development, Marketing Strategy, Professional..., Strategic Planning, New Business Development, Sales Management, Personnel Management, Account Management, Customer Satisfaction, Forecasting, Product Development, Project Management, Sales Operations, Salesforce.com, CRM
Education
Iowa State University - College of Business 1990 — 1994
BA, Finance, Economics
Principal Financial Group March 2004 - Present
Skills
Retirement, Mutual Funds, Retirement Planning, Investments, Wealth Management, Financial Services, Securities, Series 7, 401k, Asset Allocation, Finance, Financial Planning, Fixed Annuities
Education
Iowa State University - College of Business 1982 — 1987
BBA, Finance
Principal Financial Group January 2014 - Present
Principal Financial Group January 1995 - January 2014
Skills
PeopleSoft, SQL, SDLC, Access, SQR, COBOL, Microsoft Excel, HRIS, Microsoft Office, Quality Control, HP Quality Center, Software Quality...
Education
Iowa State University - College of Business 1991 — 1995
BA, MIS
Principal Financial Group September 1992 - Present
Carlson Companies August 1987 - September 1992
Skills
Data Warehouse..., Big Data, Enterprise Architecture, Solution Architecture, hadoop, IT Strategy, SDLC, Vendor Management, Management
Education
Iowa State University - College of Business 1990 — 1990
MIS, Business and Information Systems
Xerox January 2014 - Present
ACS, a Xerox Company July 2010 - Present
Wells Fargo Home Mortgage March 2010 - July 2010
Berkley Technology Services January 2009 - January 2010
Principal Financial Group August 2006 - December 2008
Education
Iowa State University - College of Business 2001 — 2003
BA, Management of Information Systems
Newman High School
North Iowa Area Community College
MetLife April 2014 - Present
Bank of America January 2010 - April 2014
Principal Financial Group August 2006 - January 2010
Wells Fargo July 1999 - August 2006
Skills
Risk Management, Business Analysis, SDLC, Enterprise Architecture, Banking
Education
Stony Brook University 1991 — 1994
MS
University of Science and Technology of China 1983 — 1988
BS
Iowa State University - College of Business
MBA
GHX September 2013 - Present
Iowa Student Loan May 2012 - July 2013
Wells Fargo Home Mortgage July 2010 - June 2011
Principal Financial Group November 2007 - May 2009
Skills
IIS, Microsoft SQL Server, T-SQL, PL/SQL, Oracle, XML, Windows Server, Performance Management, VBA, VB.NET, XSLT, Reporting Systems, Capacity Planning, System Design, System Monitoring, Systems Analysis, Database Design, Microsoft Exchange, Servers, JBoss Application Server, Windows Server 2003, Windows Server 2008, Microsoft Exchange 2003, SQL Server 2000-2008, VBScript, XSD, Performance Monitoring, Systems Monitoring, Tomcat, Perl Script, Python, Splunk, XHTML, CSS, ActiveMQ, Active Directory, SSRS, Quality Center, QTP, Tortoise SVN, Atlassian JIRA, Confluence, Big Data, Data Modeling, APIs, Bash, Solaris 8/9/10, CentOS, Linux, Search Processing...
Education
Iowa State University - College of Business 2002 — 2006
BS, MIS and Business Administration (Mgmt)
Kidder-Lane Actuarial Services, LLC November 1995 - Present
Principal Financial Group November 1988 - September 1994
Skills
Employee Benefits, Financial Reporting, Defined Benefit, Accounting, Pensions
Education
Iowa State University - College of Business 1984 — 1988
BBA, Finance
Principal Financial Group Sr Business Project LeadPrincipal Financial GroupMarch 2014 - Present
Skills
Business Analysis, Business Requirements, Financial Services, Employee Benefits, Mutual Funds, Process Improvement, Health Insurance, Requirements Gathering, Business Process..., Investments
Education
Iowa State University - College of Business 1987 — 2001
Bachelor of Science (BS), Business Administration and Management, General
Gilbert High School 1984 — 1987
Wells Fargo Home Mortgage 2006 - Present
Principal Financial Group 1999 - 2005
Brenton Bank 1997 - 1999
Skills
Requirements Analysis, Portfolio Management, Process Improvement, Financial Risk, Business Analysis, Risk Management, Relationship Management, Change Management, Financial Analysis, Vendor Management, Business Process..., Insurance, Project Portfolio..., SDLC, Program Management, Underwriting, Project Management, Strategic Planning, Requirements Gathering, SharePoint, Banking, Financial Services, Business Requirements, Credit, Retail Banking, Management, Strategy, Business Process, Executive Management, Strategic Financial..., Agile Methodologies, Consulting, Waterfall, Information Technology, Team Leadership, Project Delivery, Project Planning, MS Project, Software Project..., Team Building, Financial Modeling, Investments, Leadership, Credit Risk, IT Strategy, Business Intelligence, Finance, Governance, PMO, Visio
Education
Iowa State University - College of Business 1994 — 1998
Finance, Economics
Principal Financial Group August 2011 - Present
Clifton Gunderson LLP June 2008 - August 2011
Skills
Assurance, GAAP, Auditing, Internal Controls, Accounting, US GAAP, Tax Research, Tax, Partnership Taxation, Financial Reporting
Education
Iowa State University - College of Business
Principal Financial Group March 2012 - Present
Principal Financial Group January 2009 - March 2012
Skills
PeopleSoft, PeopleSoft Financial, PeopleCode, PeopleTools, SDLC, ERP Software, Financial Accounting, SQL, Software Documentation, Web Services, DB2, SharePoint, Business Analysis, Visio, Requirements Analysis, Business Requirements, Requirements Gathering, Process Improvement, Data Warehousing, Insurance, CMIS
Education
Iowa State University - College of Business 2003 — 2008
Bachelor, MIS, Accounting
Principal Global Investors July 2012 - Present
ING Financial Partners April 2005 - July 2012
Principal Financial Group 1996 - 2005
Education
Iowa State University - College of Business 1991 — 1995
BBA, Finance
Businessolver June 2006 - Present
Principal Financial Group January 1997 - June 2006
Smart Industries June 1995 - January 1997
Education
Iowa State University - College of Business 1999 — 2002
MBA, Management Information Systems
Iowa State University - College of Engineering 1988 — 1993
BSIE, Industrial Engineering
Principal Financial Group June 1997 - Present
Skills
COBOL, SQL, Java, Visio
Education
Iowa State University - College of Business 1992 — 1998
BS, Accounting and MIS
Pfizer October 2005 - Present
Principal Financial Group 2005 - 2005
Skills
Leadership Development, Strategy, Pharmaceutical Sales, Cross-functional Team..., Business Planning, Pharmaceutical Industry, Sales Effectiveness, Product Launch, Leadership, Management, Sales Operations, Account Management, Cardiology, Sales, Strategic Planning
Education
Iowa State University - College of Business 1998 — 2002
Bachelor of Science, Finance
University of Iowa 1999 — 2000
Principal Financial Group November 2006 - Present
Skills
Budgets, Accounting, Financial Analysis, Financial Accounting
Education
Iowa State University - College of Business 2002 — 2006
Bachelor of Science, Accounting
Principal Financial Group May 2006 - Present
Education
Iowa State University - College of Business 2002 — 2006
Bachelor of Science (B.S.), Management Information Systems
Principal Financial Group – Annuities November 2011 - Present
Principal Financial Group September 2007 - November 2011
Principal Financial Group July 2006 - September 2007
Primerica May 2005 - July 2006
Skills
Fixed Annuities, Life Insurance, Mutual Funds, Sales, Insurance, Leadership, Financial Analysis, Customer Service, Finance, Financial Services, Financial Planning
Education
Iowa State University - College of Business 2002 — 2006
Bachelor of Science, Finance, General
Pleasant Valley High School 1998 — 2002
Principal Financial Group September 2000 - Present
Principal Financial Group February 1995 - September 2000
Ruan Transport Corporation August 1993 - February 1995
Skills
Forecasting, Expense Analysis, Microsoft Excel, Essbase
Education
Iowa State University - College of Business 1991 — 1993
Bachelor's degree, Accounting