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.
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Principal Financial Group Employees
Employee
Years
Job
Industry
Collette Suarez Collette Suarez's Principal Financial Group Experience October 1989 - August 1994
Job licensed adjuster at State Farm Insurance
Industry Insurance
Experience
State Farm Insurance January 1994 - Present
Principal Financial Group October 1989 - August 1994
Caremark Home Healthcare/Baxter November 1987 - September 1989
Skills
Workers Compensation, Commercial Insurance, Claims Management, Health Insurance, Insurance, Employee Benefits, Property & Casualty...
Education
University of Mary 2006 — 2011
Bachelor of Science, Business Management
Bismarck State College
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
State Farm Insurance January 1994 - Present
Principal Financial Group October 1989 - August 1994
Caremark Home Healthcare/Baxter November 1987 - September 1989
Skills
Workers Compensation, Commercial Insurance, Claims Management, Health Insurance, Insurance, Employee Benefits, Property & Casualty...
Education
University of Mary 2006 — 2011
Bachelor of Science, Business Management
Bismarck State College
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Philip R. Strom Philip R. Strom's Principal Financial Group Experience June 2003 - August 2004
Job Vice President at NewYork City Economic Development Corporation
Industry Construction
Experience
New York City Economic Development Corporation May 2013 - Present
Strangebrew, LLC January 2014 - Present
New York City Economic Development Corporation July 2011 - May 2013
New York City Economic Development Corporation January 2011 - July 2012
Kiewit May 2005 - December 2010
Peterson Contractors, Inc. August 2004 - May 2005
Principal Financial Group June 2003 - August 2004
Mid Country Machinery August 2002 - May 2003
Economy Coating Systems Inc May 2002 - August 2002
Clinton Engineering Co., Inc. May 2000 - May 2002
Skills
Public Speaking, Project Management, Clear Communications, Flexibility, Outlook, Microsoft Word, Nonprofits, PowerPoint, Microsoft Excel, Construction, Contract Negotiation, Management, Change Orders, Primavera P6, Federal Grants..., Federal Procurement, Disaster Recovery, Marine Construction, Army Corps of Engineers..., Department of..., Process Scheduler, Contract Management, Trucking, Asset Management, Civil Engineering, Construction Management, Facilities Management, Green Building, Real Estate Development, Project Estimation
Education
City University of New York-Baruch College 2011 — 2015
Master of Business Administration (M.B.A.), Real Estate
New York University 2011 — 2013
Certificate, Real Estate Development
University of Northern Iowa 2000 — 2005
Bachelor of Science (B.S.), Construction Management
New York City Economic Development Corporation May 2013 - Present
Strangebrew, LLC January 2014 - Present
New York City Economic Development Corporation July 2011 - May 2013
New York City Economic Development Corporation January 2011 - July 2012
Kiewit May 2005 - December 2010
Peterson Contractors, Inc. August 2004 - May 2005
Principal Financial Group June 2003 - August 2004
Mid Country Machinery August 2002 - May 2003
Economy Coating Systems Inc May 2002 - August 2002
Clinton Engineering Co., Inc. May 2000 - May 2002
Skills
Public Speaking, Project Management, Clear Communications, Flexibility, Outlook, Microsoft Word, Nonprofits, PowerPoint, Microsoft Excel, Construction, Contract Negotiation, Management, Change Orders, Primavera P6, Federal Grants..., Federal Procurement, Disaster Recovery, Marine Construction, Army Corps of Engineers..., Department of..., Process Scheduler, Contract Management, Trucking, Asset Management, Civil Engineering, Construction Management, Facilities Management, Green Building, Real Estate Development, Project Estimation
Education
City University of New York-Baruch College 2011 — 2015
Master of Business Administration (M.B.A.), Real Estate
New York University 2011 — 2013
Certificate, Real Estate Development
University of Northern Iowa 2000 — 2005
Bachelor of Science (B.S.), Construction Management
Eric Langholtz, CLTC, LUTCF Eric Langholtz, CLTC, LUTCF's Principal Financial Group Experience March 2009 - January 2011
Job Agent at Langholtz Insurance Group
Industry Insurance
Experience
Langholtz Insurance Group January 2011 - Present
Principal Financial Group March 2009 - January 2011
MetLife April 1990 - March 2009
Skills
Disability Insurance, Insurance, Life Insurance, Permanent Life Insurance, Health Insurance, IRAs, Employee Benefits, Executive Benefit..., Investment Properties, Long-term Care, Medicare, Marketing, Strategic Planning, Retirement Planning, Fixed Annuities, Universal Life, Sales Management, Customer Service, Retirement, Finance, Buy-sell Agreements, Term Life Insurance, Microsoft Word, Strategic Financial..., Small Business, Team Building, Dentistry, Public Speaking, Sales Presentations, Credit, Long Term Care Insurance, Mortgage Lending, Financial Planners, Whole Life, Sales, Property & Casualty..., Selling, Leadership, Underwriting, Estate Planning, Critical Illness, Commercial Insurance, Investments, General Insurance, Liability, Workers Compensation, Brokers
Education
Baruch College, City University of New York (CUNY)
BBA, Business and Adminstration
Langholtz Insurance Group January 2011 - Present
Principal Financial Group March 2009 - January 2011
MetLife April 1990 - March 2009
Skills
Disability Insurance, Insurance, Life Insurance, Permanent Life Insurance, Health Insurance, IRAs, Employee Benefits, Executive Benefit..., Investment Properties, Long-term Care, Medicare, Marketing, Strategic Planning, Retirement Planning, Fixed Annuities, Universal Life, Sales Management, Customer Service, Retirement, Finance, Buy-sell Agreements, Term Life Insurance, Microsoft Word, Strategic Financial..., Small Business, Team Building, Dentistry, Public Speaking, Sales Presentations, Credit, Long Term Care Insurance, Mortgage Lending, Financial Planners, Whole Life, Sales, Property & Casualty..., Selling, Leadership, Underwriting, Estate Planning, Critical Illness, Commercial Insurance, Investments, General Insurance, Liability, Workers Compensation, Brokers
Education
Baruch College, City University of New York (CUNY)
BBA, Business and Adminstration
Teresa Milner Teresa Milner's Principal Financial Group Experience May 2012 - April 2013
Job Wealth Advisor at Carson Wealth Management Group
Industry Financial Services
Experience
Carson Wealth Management Group April 2013 - Present
Principal Financial Group May 2012 - April 2013
Illuminate Financial Group September 2009 - May 2012
metroMAGAZINE May 2006 - September 2009
Metro Magazine May 2006 - September 2009
NP Dodge Real Estate April 2008 - June 2009
Skills
Disability Insurance, Estate Planning, Mutual Funds, 401(k), 403 (b), SEP,..., Asset Allocation, Business Continuation..., Business Overhead..., Buy-Sell Agreeements, Buy-Sell Review, Charitable Giving, College Funding..., Deferred Compensation..., Dental Insurance, Executive Benefits..., Financial Needs Analysis, Income Protection, Informal Business..., IRAs (Traditional and..., Key Person Insurance, Long-Term Care Insurance, Pension Plans, Salary Continuation, Split Dollar Plans, Supplemental Retirement..., Survivor Income, Tax-Deferred Savings, Term Life Insurance, Universal Life Insurance, Wellness Programs, Wealth Accumulation, Annuities (Variable &..., Small Business, Long Term Care Insurance, Wealth Management, Investments, IRAs, Business Development, Universal Life, Strategic Financial...
Education
Bellevue University 1996 — 1997
BS, Marketing Management
Carson Wealth Management Group April 2013 - Present
Principal Financial Group May 2012 - April 2013
Illuminate Financial Group September 2009 - May 2012
metroMAGAZINE May 2006 - September 2009
Metro Magazine May 2006 - September 2009
NP Dodge Real Estate April 2008 - June 2009
Skills
Disability Insurance, Estate Planning, Mutual Funds, 401(k), 403 (b), SEP,..., Asset Allocation, Business Continuation..., Business Overhead..., Buy-Sell Agreeements, Buy-Sell Review, Charitable Giving, College Funding..., Deferred Compensation..., Dental Insurance, Executive Benefits..., Financial Needs Analysis, Income Protection, Informal Business..., IRAs (Traditional and..., Key Person Insurance, Long-Term Care Insurance, Pension Plans, Salary Continuation, Split Dollar Plans, Supplemental Retirement..., Survivor Income, Tax-Deferred Savings, Term Life Insurance, Universal Life Insurance, Wellness Programs, Wealth Accumulation, Annuities (Variable &..., Small Business, Long Term Care Insurance, Wealth Management, Investments, IRAs, Business Development, Universal Life, Strategic Financial...
Education
Bellevue University 1996 — 1997
BS, Marketing Management
Corbin Harp Corbin Harp's Principal Financial Group Experience June 2014 - May 2015
Job Reconciliation Analyst at Clearwater Analytics
Industry Accounting
Experience
Clearwater Analytics May 2015 - Present
Principal Financial Group June 2014 - May 2015
Paul Woods for ACHD Commissioner July 2014 - November 2014
Anthony Shallat for Boise School District Board of Trustees July 2014 - September 2014
Northwest Building Systems June 2007 - June 2014
Beacon Rock Investment Consulting LLC July 2012 - September 2013
Skills
Microsoft Excel, Microsoft Office, Financial Analysis, Project Management, PowerPoint, Customer Service, Microsoft Word, Risk Management, Strategic Planning, Banking, Investments, Business Analysis, Financial Reporting, Financial Modeling, Finance, Public Speaking, Management, Social Media, Leadership
Education
Boise State University
Bachelor's, Finance
Boise High School 2005 — 2007
Clearwater Analytics May 2015 - Present
Principal Financial Group June 2014 - May 2015
Paul Woods for ACHD Commissioner July 2014 - November 2014
Anthony Shallat for Boise School District Board of Trustees July 2014 - September 2014
Northwest Building Systems June 2007 - June 2014
Beacon Rock Investment Consulting LLC July 2012 - September 2013
Skills
Microsoft Excel, Microsoft Office, Financial Analysis, Project Management, PowerPoint, Customer Service, Microsoft Word, Risk Management, Strategic Planning, Banking, Investments, Business Analysis, Financial Reporting, Financial Modeling, Finance, Public Speaking, Management, Social Media, Leadership
Education
Boise State University
Bachelor's, Finance
Boise High School 2005 — 2007
Karen Claypool Karen Claypool's Principal Financial Group Experience 1980 - 2013
Job retired Pension Actuary at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group 1980 - 2013
Education
University of Iowa 1978 — 1980
Master of Science (M.S.), Statistics and Actuarial Science
Bethel College-North Newton 1974 — 1978
Bachelor of Arts (B.A.), Mathematics
Valley Center High School (Kansas) 1971 — 1974
Principal Financial Group 1980 - 2013
Education
University of Iowa 1978 — 1980
Master of Science (M.S.), Statistics and Actuarial Science
Bethel College-North Newton 1974 — 1978
Bachelor of Arts (B.A.), Mathematics
Valley Center High School (Kansas) 1971 — 1974
Becky Beutler Becky Beutler's Principal Financial Group Experience 1988 - 1994
Job Buyer/Planner Specialist at Election Systems & Software
Industry Information Technology and Services
Experience
Election Systems & Software March 2014 - Present
Hewlett-Packard June 2009 - March 2014
HP July 2005 - May 2009
Hewlett-Packard October 2004 - June 2005
Custom Edge/Compaq/HP Direct January 2001 - September 2004
Inacom/Custom Edge April 1998 - January 2001
Inacom July 1997 - April 1998
Inacom July 1996 - July 1997
Mutual of Omaha July 1994 - July 1996
Principal Financial Group 1988 - 1994
Skills
Government Procurement, Procurement, Management, Purchasing, Purchase Orders, Order Management, Inventory Control, Inventory Management, Vendor Management, Order Fulfillment, Customer Service, Multi Tasking, Interviews, Microsoft Office, 10 Key, Microsoft Word, Microsoft Excel, Mac, Outsourcing, Typing, Windows, Health Insurance, Animals, Receptionist Duties
Education
Bellevue University
Bachelor of Business Administration (BBA), Business Administration and Management, General, 3.0
Metropolitan Community College
Associate in Applied Science, Insurance Management, 3.67
Clarkson College 1983 — 1985
Omaha South High 1980 — 1983
Election Systems & Software March 2014 - Present
Hewlett-Packard June 2009 - March 2014
HP July 2005 - May 2009
Hewlett-Packard October 2004 - June 2005
Custom Edge/Compaq/HP Direct January 2001 - September 2004
Inacom/Custom Edge April 1998 - January 2001
Inacom July 1997 - April 1998
Inacom July 1996 - July 1997
Mutual of Omaha July 1994 - July 1996
Principal Financial Group 1988 - 1994
Skills
Government Procurement, Procurement, Management, Purchasing, Purchase Orders, Order Management, Inventory Control, Inventory Management, Vendor Management, Order Fulfillment, Customer Service, Multi Tasking, Interviews, Microsoft Office, 10 Key, Microsoft Word, Microsoft Excel, Mac, Outsourcing, Typing, Windows, Health Insurance, Animals, Receptionist Duties
Education
Bellevue University
Bachelor of Business Administration (BBA), Business Administration and Management, General, 3.0
Metropolitan Community College
Associate in Applied Science, Insurance Management, 3.67
Clarkson College 1983 — 1985
Omaha South High 1980 — 1983
Paul C. Kluding Paul C. Kluding's Principal Financial Group Experience 1999 - 2000
Job Senior Director, Public Relations at Florida Blue
Industry Public Relations and Communications
Experience
Florida Blue 2014 - Present
Florida Blue 2008 - 2014
Kluding PR Consulting 2007 - 2008
Kum & Go 2006 - 2007
ARAG 2000 - 2006
Principal Financial Group 1999 - 2000
ZLR Advertising/PR Agency 1998 - 1999
CMF&Z Advertising (a Young & Rubicam company) 1995 - 1998
Iowa State Daily 1993 - 1995
Skills
Public Relations, Corporate Communications, Reputation Management, Strategic Thinking, Media Relations, Copywriting, Internal Communications, Strategic Communications, Marketing Communications, Strategic Planning, Nonprofits, Social Media, Marketing, Strategy, Crisis Communications, Publicity, Press Releases, Newsletters, Speech Writing, Integrated Marketing, Communications Planning, Brand Development, Communication Training, Social Media Marketing, Internal & External..., Community Development, Content Management, Corporate Branding, Web Content Management, Public Affairs, Direct Marketing
Education
Iowa State University 1992 — 1995
Bachelor's of Art, Journalism/Mass Communications with emphasis in Public Relations and a minor in Political Science
Boise State University 1989 — 1991
Business Administration
Dowling High School 1985 — 1989
Florida Blue 2014 - Present
Florida Blue 2008 - 2014
Kluding PR Consulting 2007 - 2008
Kum & Go 2006 - 2007
ARAG 2000 - 2006
Principal Financial Group 1999 - 2000
ZLR Advertising/PR Agency 1998 - 1999
CMF&Z Advertising (a Young & Rubicam company) 1995 - 1998
Iowa State Daily 1993 - 1995
Skills
Public Relations, Corporate Communications, Reputation Management, Strategic Thinking, Media Relations, Copywriting, Internal Communications, Strategic Communications, Marketing Communications, Strategic Planning, Nonprofits, Social Media, Marketing, Strategy, Crisis Communications, Publicity, Press Releases, Newsletters, Speech Writing, Integrated Marketing, Communications Planning, Brand Development, Communication Training, Social Media Marketing, Internal & External..., Community Development, Content Management, Corporate Branding, Web Content Management, Public Affairs, Direct Marketing
Education
Iowa State University 1992 — 1995
Bachelor's of Art, Journalism/Mass Communications with emphasis in Public Relations and a minor in Political Science
Boise State University 1989 — 1991
Business Administration
Dowling High School 1985 — 1989
Amy Varcoe's Principal Financial Group Experience October 2006 - February 2007
Job Senior Marketing Communications Specialist at UnityPoint Heath Des Moines
Industry Hospital & Health Care
Experience
UnityPoint Health - Des Moines February 2007 - Present
Principal Financial Group October 2006 - February 2007
Greater Des Moines Convention & Visitors Bureau July 2004 - October 2006
Sports Facilities Marketing Group January 2003 - July 2004
Skills
Social Media, Media Relations, Public Relations, Crisis Communications, Marketing Communications, Press Releases, Newsletters, Social Media Marketing, Ap Style, Facebook, Copywriting, Internal Communications, Advertising, Editing, Marketing, Public Speaking
Education
Algona
Wartburg College 1998 — 2002
Bachelor of Arts (B.A.), Public Relations and Electronic Media
Boston University 2010 — 2014
Master of Science (M.S.), Health Communication
UnityPoint Health - Des Moines February 2007 - Present
Principal Financial Group October 2006 - February 2007
Greater Des Moines Convention & Visitors Bureau July 2004 - October 2006
Sports Facilities Marketing Group January 2003 - July 2004
Skills
Social Media, Media Relations, Public Relations, Crisis Communications, Marketing Communications, Press Releases, Newsletters, Social Media Marketing, Ap Style, Facebook, Copywriting, Internal Communications, Advertising, Editing, Marketing, Public Speaking
Education
Algona
Wartburg College 1998 — 2002
Bachelor of Arts (B.A.), Public Relations and Electronic Media
Boston University 2010 — 2014
Master of Science (M.S.), Health Communication
Justin Cole, MBA, CFP® Justin Cole, MBA, CFP®'s Principal Financial Group Experience 2003 - 2009
Job Vice President of Business Development
Industry Financial Services
Experience
JW Cole Financial May 2009 - Present
Principal Financial Group 2003 - 2009
Metlife Financial Services 2002 - 2003
Putnam Investments 2001 - 2002
Skills
Series 7, Series 63, IRAs, Mutual Funds, Series 24, Series 6, Series 65, 401k, Certified Financial..., Retirement Planning, Insurance, Fixed Annuities, Strategic Financial..., Insurance Planning, Business Development, Estate Planning, Investment Planning, Strategic Consulting, Personal Financial..., Holistic Financial...
Education
Boston University 2011 — 2011
Financial Planning
University of South Florida 2009 — 2010
Graduate, MBA
University of Massachusetts Dartmouth 1999 — 2002
Bachelor of Science, Business
University of Connecticut 1997 — 1999
Architectural Engineering
JW Cole Financial May 2009 - Present
Principal Financial Group 2003 - 2009
Metlife Financial Services 2002 - 2003
Putnam Investments 2001 - 2002
Skills
Series 7, Series 63, IRAs, Mutual Funds, Series 24, Series 6, Series 65, 401k, Certified Financial..., Retirement Planning, Insurance, Fixed Annuities, Strategic Financial..., Insurance Planning, Business Development, Estate Planning, Investment Planning, Strategic Consulting, Personal Financial..., Holistic Financial...
Education
Boston University 2011 — 2011
Financial Planning
University of South Florida 2009 — 2010
Graduate, MBA
University of Massachusetts Dartmouth 1999 — 2002
Bachelor of Science, Business
University of Connecticut 1997 — 1999
Architectural Engineering
Adam Briscoe Adam Briscoe's Principal Financial Group Experience November 2012 - Present
Job Sales Representative at Principal Financial Group
Industry Insurance
Experience
Principal Financial Group November 2012 - Present
Capital Benefit Services, Inc 2005 - November 2012
Acura of Bellevue January 2002 - July 2005
Skills
Insurance, Employee Benefits, Brokers, Underwriting, Risk, Benefits, Dental, Healthcare, New Business Development, Negotiation, Health Insurance, Renewals, Customer Service, Sales Presentations, Life Insurance, Sales, Disability Insurance, Health Savings Accounts, Group Insurance, COBRA, Dentistry
Education
Bellevue College
Linn Benton Community College
Principal Financial Group November 2012 - Present
Capital Benefit Services, Inc 2005 - November 2012
Acura of Bellevue January 2002 - July 2005
Skills
Insurance, Employee Benefits, Brokers, Underwriting, Risk, Benefits, Dental, Healthcare, New Business Development, Negotiation, Health Insurance, Renewals, Customer Service, Sales Presentations, Life Insurance, Sales, Disability Insurance, Health Savings Accounts, Group Insurance, COBRA, Dentistry
Education
Bellevue College
Linn Benton Community College
Camila Oliveira Camila Oliveira's Principal Financial Group Experience February 2015 - Present
Job Sr. Employee Benefit Specialist at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group February 2015 - Present
John Hancock Life Insurance Company (U.S.A.) April 2012 - February 2015
Biobricks Foundation January 2012 - January 2013
Policy Studies Institute May 2011 - July 2011
Free Lance Translation January 2008 - January 2011
Education
Bentley University 2008 — 2011
BA, Global Studies and International Economics
Westminster University 2009 — 2010
Study Abroad Program, International Economics
Principal Financial Group February 2015 - Present
John Hancock Life Insurance Company (U.S.A.) April 2012 - February 2015
Biobricks Foundation January 2012 - January 2013
Policy Studies Institute May 2011 - July 2011
Free Lance Translation January 2008 - January 2011
Education
Bentley University 2008 — 2011
BA, Global Studies and International Economics
Westminster University 2009 — 2010
Study Abroad Program, International Economics
Mark Marwede Mark Marwede's Principal Financial Group Experience
Job Managing Director at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group
Education
Bowdoin College
Bachelor of Science (BS)
Northwestern University
Master's degree, Business Administration and Management, General
Principal Financial Group
Education
Bowdoin College
Bachelor of Science (BS)
Northwestern University
Master's degree, Business Administration and Management, General
Christine Aronson's Principal Financial Group Experience February 2015 - Present
Job Financial Representative at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group February 2015 - Present
AXA Advisors, LLC May 2012 - December 2014
SRI Surgical April 2006 - September 2009
Microtek Medical January 2002 - June 2005
Skills
Investments, Securities, Fixed Annuities, Variable Annuities, Estate Planning, Life & Health Insurance..., College Savings Plans, Charitable Gift..., Retirement Planning
Education
Barat College of DePaul University 1980 — 1983
Bachelor of Arts (B.A.), English Language and Literature/Letters
Principal Financial Group February 2015 - Present
AXA Advisors, LLC May 2012 - December 2014
SRI Surgical April 2006 - September 2009
Microtek Medical January 2002 - June 2005
Skills
Investments, Securities, Fixed Annuities, Variable Annuities, Estate Planning, Life & Health Insurance..., College Savings Plans, Charitable Gift..., Retirement Planning
Education
Barat College of DePaul University 1980 — 1983
Bachelor of Arts (B.A.), English Language and Literature/Letters
Kurt Shallow's Principal Financial Group Experience 2006 - 2008
Job VP, Risk Product Distribution, The Guardian Life Insurance Company of America
Industry Financial Services
Experience
The Guardian Life Insurance Company of America March 2008 - Present
Principal Financial Group 2006 - 2008
Lincoln Financial Group 2002 - 2006
John Hancock Life Insurance Company (U.S.A.) 1997 - 2001
Skills
Mutual Funds, Insurance, Strategic Planning, Financial Services, Management, Sales, Account Management, Leadership, Relationship Management, Strategy, Team Building, Team Leadership, Product Development, Employee Benefits, Retirement
Education
Boston University
BS, Journalism & Public Communication
The Guardian Life Insurance Company of America March 2008 - Present
Principal Financial Group 2006 - 2008
Lincoln Financial Group 2002 - 2006
John Hancock Life Insurance Company (U.S.A.) 1997 - 2001
Skills
Mutual Funds, Insurance, Strategic Planning, Financial Services, Management, Sales, Account Management, Leadership, Relationship Management, Strategy, Team Building, Team Leadership, Product Development, Employee Benefits, Retirement
Education
Boston University
BS, Journalism & Public Communication
Joshua Macon's Principal Financial Group Experience 2014 - 2014
Job Actuarial Student
Industry Insurance
Experience
Actuarial/Accounting/Finance Industry August 2010 - Present
Principal Financial Group 2014 - 2014
Alan Gray, Inc. April 2012 - May 2012
Skills
I am fluent in Spanish., I possess advanced..., Statistics, VBA, Microsoft Office, Actuarial Science, Data Entry
Education
University of Nevada-Las Vegas 2013 — 2015
Bachelor of Science (BS), Computer Science
Boston University 2009 — 2011
MS, Actuarial Science
University of Arizona 2006 — 2008
BA, Mathematics
Washington University in St. Louis 2004 — 2006
Actuarial/Accounting/Finance Industry August 2010 - Present
Principal Financial Group 2014 - 2014
Alan Gray, Inc. April 2012 - May 2012
Skills
I am fluent in Spanish., I possess advanced..., Statistics, VBA, Microsoft Office, Actuarial Science, Data Entry
Education
University of Nevada-Las Vegas 2013 — 2015
Bachelor of Science (BS), Computer Science
Boston University 2009 — 2011
MS, Actuarial Science
University of Arizona 2006 — 2008
BA, Mathematics
Washington University in St. Louis 2004 — 2006
Don Reiman, CFP® Don Reiman, CFP®'s Principal Financial Group Experience October 1987 - December 1991
Job President/Founder, Echelon Group (Financial planning and securites sold through KMS Financial Serices, Inc.)
Industry Financial Services
Experience
Echelon Group Inc March 2004 - Present
Reiman & Associates January 1991 - March 2004
Principal Financial Group October 1987 - December 1991
Skills
Strategic Planning, Retirement Planning, Investments, Strategic Financial..., Business Planning, Employee Benefits, Financial Services, Investment Management, Asset Managment, Personal Finance, Management, 401k, Retirement, New Business Development
Education
Boise State University
Bachelor of Applied Science BA
American College 1992 — 1995
Master of Science Financial Services, Financial Services
Echelon Group Inc March 2004 - Present
Reiman & Associates January 1991 - March 2004
Principal Financial Group October 1987 - December 1991
Skills
Strategic Planning, Retirement Planning, Investments, Strategic Financial..., Business Planning, Employee Benefits, Financial Services, Investment Management, Asset Managment, Personal Finance, Management, 401k, Retirement, New Business Development
Education
Boise State University
Bachelor of Applied Science BA
American College 1992 — 1995
Master of Science Financial Services, Financial Services
James E Mills James E Mills's Principal Financial Group Experience November 2014 - Present
Job Sr. Financial Services Rep, Princor Registered Rep
Industry Financial Services
Experience
Principal Financial Group November 2014 - Present
Modern Woodmen of America January 2010 - November 2014
Wildacres Leadership Initiative September 2008 - July 2010
Strategic Investments Group April 2006 - December 2009
Merrill Lynch April 2007 - August 2007
Skills
401 (k), 403 (b), SEP &..., Annuities (Variable &..., Business Continuation..., Business Overhead..., Buy-Sell Agreements, Buy-Sell Review, Charitable Giving, College Funding..., Deferred Compensation..., Dental Insurance, Disability Income..., Estate Planning, Executive Benefits..., Financial Needs Analysis, Income Protection, Informal Business..., IRAs (Traditional &..., Key Person Insurance, Long-Term Care Insurance, Mutual Funds, Pension Plans, Salary Continuation, Series 6,7,63, 65, 66..., Supplemental Retirement..., Split Dollar Plans, Survivor Income, Tax-Deferred Savings, Term Life Insurance, Universal Life Insurance, Wellness Programs, Wealth Accumulation, Whole Life Insurance
Education
North Carolina Wesleyan College 2008 — 2011
BS, Business Administration
Bloomfield College 1989 — 1993
BS, Accounting
Principal Financial Group November 2014 - Present
Modern Woodmen of America January 2010 - November 2014
Wildacres Leadership Initiative September 2008 - July 2010
Strategic Investments Group April 2006 - December 2009
Merrill Lynch April 2007 - August 2007
Skills
401 (k), 403 (b), SEP &..., Annuities (Variable &..., Business Continuation..., Business Overhead..., Buy-Sell Agreements, Buy-Sell Review, Charitable Giving, College Funding..., Deferred Compensation..., Dental Insurance, Disability Income..., Estate Planning, Executive Benefits..., Financial Needs Analysis, Income Protection, Informal Business..., IRAs (Traditional &..., Key Person Insurance, Long-Term Care Insurance, Mutual Funds, Pension Plans, Salary Continuation, Series 6,7,63, 65, 66..., Supplemental Retirement..., Split Dollar Plans, Survivor Income, Tax-Deferred Savings, Term Life Insurance, Universal Life Insurance, Wellness Programs, Wealth Accumulation, Whole Life Insurance
Education
North Carolina Wesleyan College 2008 — 2011
BS, Business Administration
Bloomfield College 1989 — 1993
BS, Accounting
Bonnie Glory Bonnie Glory's Principal Financial Group Experience April 2005 - February 2010
Job CEO at Glory Consulting
Industry Financial Services
Experience
Glory Consulting May 2010 - Present
Principal Financial Group April 2005 - February 2010
Nike May 2004 - August 2004
Skills
Operations Management, Financial Reporting, Recruiting
Education
Binghamton University 2001 — 2005
Master's degree, Finance, General
Queen's College 1999 — 2001
Master's degree
Glory Consulting May 2010 - Present
Principal Financial Group April 2005 - February 2010
Nike May 2004 - August 2004
Skills
Operations Management, Financial Reporting, Recruiting
Education
Binghamton University 2001 — 2005
Master's degree, Finance, General
Queen's College 1999 — 2001
Master's degree
Stephen M. Roeder, CLU Stephen M. Roeder, CLU's Principal Financial Group Experience March 2012 - Present
Job Princor Registered Representative/Financial Advisor, Financial Representative
Industry Financial Services
Experience
Principal Financial Group March 2012 - Present
Gardiner Allen DeRoberts, LLC January 1998 - Present
Skills
Term Life Insurance, Estate Planning, Fixed Annuities, Long Term Care Insurance, Executive Benefit..., Key Person Insurance, Disability Income..., 401k, 403 b, SEP IRA, Simple IRA, Variable Annuities, Business Overhead..., Buy-Sell Agreements, Buy-Sell Review, Charitable Giving, Deferred Compensation..., Financial Needs Analysis, Income Protection, Informal Business..., Roth IRA, Traditional IRA, Mutual Funds, Split Dollar Plans, Supplemental Retirement..., Survivor Income, Tax-Deferred Savings, Universal Life Insurance
Education
The American College
CLU designation
The Ohio State University
Bowling Green State University
Upper Arlington High School 1971 — 1974
Principal Financial Group March 2012 - Present
Gardiner Allen DeRoberts, LLC January 1998 - Present
Skills
Term Life Insurance, Estate Planning, Fixed Annuities, Long Term Care Insurance, Executive Benefit..., Key Person Insurance, Disability Income..., 401k, 403 b, SEP IRA, Simple IRA, Variable Annuities, Business Overhead..., Buy-Sell Agreements, Buy-Sell Review, Charitable Giving, Deferred Compensation..., Financial Needs Analysis, Income Protection, Informal Business..., Roth IRA, Traditional IRA, Mutual Funds, Split Dollar Plans, Supplemental Retirement..., Survivor Income, Tax-Deferred Savings, Universal Life Insurance
Education
The American College
CLU designation
The Ohio State University
Bowling Green State University
Upper Arlington High School 1971 — 1974
Pam Dickey Pam Dickey's Principal Financial Group Experience June 2000 - July 2006
Job Human Resource Specialist
Industry Human Resources
Experience
DDI Development Dimensions International May 2006 - Present
Development Dimensions International May 2006 - Present
Principal Financial Group June 2000 - July 2006
Allmerica Financial April 1993 - May 2000
Prudential Financial May 1978 - April 1993
Education
Bradford School
Office Administration
DDI Development Dimensions International May 2006 - Present
Development Dimensions International May 2006 - Present
Principal Financial Group June 2000 - July 2006
Allmerica Financial April 1993 - May 2000
Prudential Financial May 1978 - April 1993
Education
Bradford School
Office Administration
Courtney Lehmeyer Courtney Lehmeyer's Principal Financial Group Experience January 2006 - December 2008
Job Client Program Account Manager at AIMS Insurance Program Managers
Industry Insurance
Experience
AIMS Insurance Program Managers February 2013 - Present
Western States Insurance 2009 - 2013
Cascade Risk Management 2008 - 2009
Principal Financial Group January 2006 - December 2008
Elliott Insurance - FARMERS 2006 - 2007
Blue Frog Mobile 2005 - 2007
Skills
Strategic Planning, Insurance, Customer Service, Management, Sales, Business Development, Employee Benefits, Commercial Insurance, Liability, Account Management, Negotiation, New Business Development, Property & Casualty..., Marketing, Sales Management
Education
Bellevue Community College
Business Administration and Management, General
Redmond High School, Redmond WA
AIMS Insurance Program Managers February 2013 - Present
Western States Insurance 2009 - 2013
Cascade Risk Management 2008 - 2009
Principal Financial Group January 2006 - December 2008
Elliott Insurance - FARMERS 2006 - 2007
Blue Frog Mobile 2005 - 2007
Skills
Strategic Planning, Insurance, Customer Service, Management, Sales, Business Development, Employee Benefits, Commercial Insurance, Liability, Account Management, Negotiation, New Business Development, Property & Casualty..., Marketing, Sales Management
Education
Bellevue Community College
Business Administration and Management, General
Redmond High School, Redmond WA
John Paul Murray's Principal Financial Group Experience August 2014 - Present
Job Registered Representative at Principal Financial Group
Industry Medical Devices
Experience
Principal Financial Group August 2014 - Present
Hiossen 2012 - 2013
Renewal by Andersen January 2010 - August 2011
Liberty Personnel Services, Inc. February 2006 - June 2009
Education
Boston College 1997 — 2001
Bachelor of Arts (B.A.), Philosophy
Principal Financial Group August 2014 - Present
Hiossen 2012 - 2013
Renewal by Andersen January 2010 - August 2011
Liberty Personnel Services, Inc. February 2006 - June 2009
Education
Boston College 1997 — 2001
Bachelor of Arts (B.A.), Philosophy
Martin Baker CFP®'s Principal Financial Group Experience July 2002 - September 2005
Job
Industry Investment Management
Experience
Fidelity Investments October 2014 - Present
UBS Financial Services April 2010 - October 2014
UBS Financial Services October 2005 - April 2010
Principal Financial Group July 2002 - September 2005
Eaton Vance Investments June 2001 - June 2002
Skills
Wealth Management, Financial Planning, Finance, Investments, Mutual Funds, Series 7, Asset Management, Strategy, Equities, Portfolio Management, Retirement Planning, Asset Allocation
Education
Bentley University 1996 — 2001
Bachelor Of Science, Finance
New Canaan High School 1994 — 1996
Fidelity Investments October 2014 - Present
UBS Financial Services April 2010 - October 2014
UBS Financial Services October 2005 - April 2010
Principal Financial Group July 2002 - September 2005
Eaton Vance Investments June 2001 - June 2002
Skills
Wealth Management, Financial Planning, Finance, Investments, Mutual Funds, Series 7, Asset Management, Strategy, Equities, Portfolio Management, Retirement Planning, Asset Allocation
Education
Bentley University 1996 — 2001
Bachelor Of Science, Finance
New Canaan High School 1994 — 1996
Barry Griswell Barry Griswell's Principal Financial Group Experience February 1988 - December 2008
Job Philanthropist, Author, Speaker
Industry Philanthropy
Experience
Performance Management Group, LLC 2008 - Present
Community Foundation of Greater Des Moines July 2008 - July 2013
Principal Financial Group February 1988 - December 2008
Metlife Marketing, Corp. August 1971 - February 1988
Skills
Fundraising, Strategic Planning, Investments, Public Speaking, Non-profits, Leadership Development, Team Building, Insurance, Leadership, Small Business, New Business Development, Entrepreneurship, Public Relations, Project Planning, Nonprofits, Event Management, Marketing Strategy
Education
Stetson University 1971 — 1972
MBA
Berry College 1967 — 1971
BS, Business
Performance Management Group, LLC 2008 - Present
Community Foundation of Greater Des Moines July 2008 - July 2013
Principal Financial Group February 1988 - December 2008
Metlife Marketing, Corp. August 1971 - February 1988
Skills
Fundraising, Strategic Planning, Investments, Public Speaking, Non-profits, Leadership Development, Team Building, Insurance, Leadership, Small Business, New Business Development, Entrepreneurship, Public Relations, Project Planning, Nonprofits, Event Management, Marketing Strategy
Education
Stetson University 1971 — 1972
MBA
Berry College 1967 — 1971
BS, Business
Kurt Youenes Kurt Youenes's Principal Financial Group Experience 1994 - 1995
Job Project Manager / PMP
Industry Management Consulting
Experience
Projects by Design 2002 - Present
Historic Seattle 2010 - 2014
North Seattle Community College 2000 - 2002
MJM & Associates, Inc. 1995 - 1999
Principal Financial Group 1994 - 1995
Computer Sciences Corporation (CSC) 1988 - 1993
Kurt Youenes, Consultant 1986 - 1988
Union Mines, Inc. (Union Miniere / Société Générale de Belgique) 1984 - 1986
Kurt Youenes, Consultant 1979 - 1984
Utah International Inc. (GE) 1977 - 1979
Skills
Project Planning, Project Management, Integration, Team Leadership, Analysis, Team Building, PMP, Budgets, Strategic Planning, Technical Writing, Training, Management, Program Management, Cross-functional Team..., Research, Databases, Leadership, Procurement
Education
Bellevue College 2009 — 2009
Certificate, Project Management
North Seattle College 2004 — 2005
Certificates, Real Estate Property Management & Other Related
North Seattle College 2001 — 2003
Certificate, Computer Information Systems Programming
University of Washington 1975 — 1978
Bachelor of Science, Geological Sciences
Projects by Design 2002 - Present
Historic Seattle 2010 - 2014
North Seattle Community College 2000 - 2002
MJM & Associates, Inc. 1995 - 1999
Principal Financial Group 1994 - 1995
Computer Sciences Corporation (CSC) 1988 - 1993
Kurt Youenes, Consultant 1986 - 1988
Union Mines, Inc. (Union Miniere / Société Générale de Belgique) 1984 - 1986
Kurt Youenes, Consultant 1979 - 1984
Utah International Inc. (GE) 1977 - 1979
Skills
Project Planning, Project Management, Integration, Team Leadership, Analysis, Team Building, PMP, Budgets, Strategic Planning, Technical Writing, Training, Management, Program Management, Cross-functional Team..., Research, Databases, Leadership, Procurement
Education
Bellevue College 2009 — 2009
Certificate, Project Management
North Seattle College 2004 — 2005
Certificates, Real Estate Property Management & Other Related
North Seattle College 2001 — 2003
Certificate, Computer Information Systems Programming
University of Washington 1975 — 1978
Bachelor of Science, Geological Sciences
Dennis Warren Dennis Warren's Principal Financial Group Experience January 1997 - March 2003
Job Major Account Sales Vice President at Blue Cross of Idaho
Industry Insurance
Experience
Blue Cross of Idaho January 2014 - Present
Blue Cross of Idaho July 2012 - Present
Blue Cross of Idaho April 2012 - January 2013
Genesis World Mission 2009 - 2013
Blue Cross of Idaho 2003 - April 2012
Principal Financial Group January 1997 - March 2003
Skills
Health Insurance, Managed Care, Insurance, Medicare, Disability Insurance, Employee Benefits, Sales, Healthcare, Management, Process Improvement, Strategic Planning, Customer Service, Benefits Administration, Account Management, Leadership, Team Building, Health Policy, Medicaid, HIPAA, Marketing, Claim, Health Savings Accounts, Healthcare Industry, Term Life Insurance, Life Insurance, Health Care Reform, Customer Retention, Medicare Part D, Long-term Care, COBRA
Education
Boise State University 1971 — 1975
Criminal Justice/Law Enforcement Administration
Blue Cross of Idaho January 2014 - Present
Blue Cross of Idaho July 2012 - Present
Blue Cross of Idaho April 2012 - January 2013
Genesis World Mission 2009 - 2013
Blue Cross of Idaho 2003 - April 2012
Principal Financial Group January 1997 - March 2003
Skills
Health Insurance, Managed Care, Insurance, Medicare, Disability Insurance, Employee Benefits, Sales, Healthcare, Management, Process Improvement, Strategic Planning, Customer Service, Benefits Administration, Account Management, Leadership, Team Building, Health Policy, Medicaid, HIPAA, Marketing, Claim, Health Savings Accounts, Healthcare Industry, Term Life Insurance, Life Insurance, Health Care Reform, Customer Retention, Medicare Part D, Long-term Care, COBRA
Education
Boise State University 1971 — 1975
Criminal Justice/Law Enforcement Administration
Bridget Schulz Bridget Schulz's Principal Financial Group Experience June 2005 - August 2010
Job Vice President, Health & Wellness (Corporate) at UnitedHealth Group
Industry Human Resources
Experience
UnitedHealth Group October 2014 - Present
UnitedHealth Group September 2010 - April 2014
Principal Financial Group June 2005 - August 2010
HSBC 1998 - 2005
Aon Hewitt 1994 - 1998
Skills
Benefits Administration, Executive Pay, Employee Benefits, HR Policies, Strategy, Employee Benefits Design, Health & Wellness, Retirement, Compliance, Organizational..., HR Consulting, Incentive Programs, Recruiting, Wellness, Workforce Planning, 401k, Deferred Compensation, Compensation & Benefit, Succession Planning, Organizational..., Defined Benefit, Personnel Management, Medicare, Human Resources, Employee Relations, Insurance, Vendor Management, Employee Engagement, Training, PeopleSoft, Policy, ERISA, FMLA, Project Management, Talent Acquisition, HRIS, Onboarding, COBRA, Performance Management, Payroll, Employee Wellness, Disability Insurance, Health Insurance, Talent Management, Mergers & Acquisitions, Leadership Development, Applicant Tracking..., Organizational Design
Education
Bradley University 1990 — 1994
Bachelor of Science (BS), Business, Communications & Human Resources, Magna Cum Laude
UnitedHealth Group October 2014 - Present
UnitedHealth Group September 2010 - April 2014
Principal Financial Group June 2005 - August 2010
HSBC 1998 - 2005
Aon Hewitt 1994 - 1998
Skills
Benefits Administration, Executive Pay, Employee Benefits, HR Policies, Strategy, Employee Benefits Design, Health & Wellness, Retirement, Compliance, Organizational..., HR Consulting, Incentive Programs, Recruiting, Wellness, Workforce Planning, 401k, Deferred Compensation, Compensation & Benefit, Succession Planning, Organizational..., Defined Benefit, Personnel Management, Medicare, Human Resources, Employee Relations, Insurance, Vendor Management, Employee Engagement, Training, PeopleSoft, Policy, ERISA, FMLA, Project Management, Talent Acquisition, HRIS, Onboarding, COBRA, Performance Management, Payroll, Employee Wellness, Disability Insurance, Health Insurance, Talent Management, Mergers & Acquisitions, Leadership Development, Applicant Tracking..., Organizational Design
Education
Bradley University 1990 — 1994
Bachelor of Science (BS), Business, Communications & Human Resources, Magna Cum Laude
Grant Spurrell's Principal Financial Group Experience February 1994 - April 2004
Job Business Development Manager at The StoneHill Group
Industry Financial Services
Experience
The StoneHill Group, Inc. February 2015 - Present
Impac Mortgage March 2014 - September 2014
HomeBridge Funding April 2013 - January 2014
Optimal Blue December 2011 - April 2013
NYLX - The New York Loan Exchange March 2008 - December 2011
JPMorgan Chase August 2006 - January 2008
American Home Bank January 2006 - August 2006
Irwin Mortgage April 2004 - January 2006
Principal Financial Group February 1994 - April 2004
Homebuyers Equity Corporation January 1990 - February 1994
Skills
Underwriting, Mortgage Lending, Banking, Mortgage, Secondary Markets, Secondary Market, Correspondent Banking, Originations, Loans, Mortgage Banking, Finance, Financial Services, Business Development, Risk Management, Capital Markets, Relationship Management, Portfolio Management, Financial Risk, Refinance, Loan Servicing, Credit Risk, Financial Analysis, Investments, FHA, Strategy, Residential Mortgages, Credit Analysis, Credit, Loan Origination, Loss Mitigation, Competitive Analysis, Mortgage Underwriting, Management, Sales, Training, Executive Management, New Business Development, Commercial Lending, Analytics, Funding, Financial Institutions, Financial Structuring, Contract Negotiation, Leadership, B2B, Selling, Program Management, Pricing, Strategic Partnerships, USDA
Education
Boston University
The StoneHill Group, Inc. February 2015 - Present
Impac Mortgage March 2014 - September 2014
HomeBridge Funding April 2013 - January 2014
Optimal Blue December 2011 - April 2013
NYLX - The New York Loan Exchange March 2008 - December 2011
JPMorgan Chase August 2006 - January 2008
American Home Bank January 2006 - August 2006
Irwin Mortgage April 2004 - January 2006
Principal Financial Group February 1994 - April 2004
Homebuyers Equity Corporation January 1990 - February 1994
Skills
Underwriting, Mortgage Lending, Banking, Mortgage, Secondary Markets, Secondary Market, Correspondent Banking, Originations, Loans, Mortgage Banking, Finance, Financial Services, Business Development, Risk Management, Capital Markets, Relationship Management, Portfolio Management, Financial Risk, Refinance, Loan Servicing, Credit Risk, Financial Analysis, Investments, FHA, Strategy, Residential Mortgages, Credit Analysis, Credit, Loan Origination, Loss Mitigation, Competitive Analysis, Mortgage Underwriting, Management, Sales, Training, Executive Management, New Business Development, Commercial Lending, Analytics, Funding, Financial Institutions, Financial Structuring, Contract Negotiation, Leadership, B2B, Selling, Program Management, Pricing, Strategic Partnerships, USDA
Education
Boston University
Sarah Kommireddy's Principal Financial Group Experience September 2002 - September 2004
Job Technical Author at Tweddle Group
Industry Writing and Editing
Experience
Tweddle Group August 2014 - Present
AAA Insurance September 2012 - August 2014
Farmer's Insurance August 2009 - September 2012
Bristol West Insurance Group November 2005 - August 2009
Humana Military Healthcare Services October 2004 - October 2005
Principal Financial Group September 2002 - September 2004
Louisville Bedding Company June 1999 - June 2002
Skills
Customer Service, Insurance, Health Insurance, Claim, Outlook, Microsoft Excel, Process Improvement, Microsoft Word, Casualty, Negotiation, Property & Casualty..., Microsoft Office, General Insurance, Employee Benefits, Insurance Law, Litigation Management, Personal Injury, Subrogation, Claim Investigation, Claims Handling, Claims Resolution
Education
Oakland University
Writing and Rhetoric, English Language and Literature, General
Bellarmine University 2000 — 2001
Jefferson Community College 1997 — 1998
Tweddle Group August 2014 - Present
AAA Insurance September 2012 - August 2014
Farmer's Insurance August 2009 - September 2012
Bristol West Insurance Group November 2005 - August 2009
Humana Military Healthcare Services October 2004 - October 2005
Principal Financial Group September 2002 - September 2004
Louisville Bedding Company June 1999 - June 2002
Skills
Customer Service, Insurance, Health Insurance, Claim, Outlook, Microsoft Excel, Process Improvement, Microsoft Word, Casualty, Negotiation, Property & Casualty..., Microsoft Office, General Insurance, Employee Benefits, Insurance Law, Litigation Management, Personal Injury, Subrogation, Claim Investigation, Claims Handling, Claims Resolution
Education
Oakland University
Writing and Rhetoric, English Language and Literature, General
Bellarmine University 2000 — 2001
Jefferson Community College 1997 — 1998
Michael Sean Maloy's Principal Financial Group Experience 1996 - 1998
Job Lieutenant Colonel (Ret) US Army
Industry Military
Experience
US Army Forces Command December 2011 - August 2014
NC Army National Guard & US Army March 1982 - August 2014
Business Insurance Assosciates 1998 - 2003
Principal Financial Group 1996 - 1998
American Medical Security 1994 - 1996
Travelers 1990 - 1994
Army National Guard 1983 - 1990
Skills
Sales, Sales Management, Marketing, Operations Management, Customer Service, Cross-functional Team..., Situational Leadership, Self-driven, Sales Presentations, Profit Center Management, Sales Operations, Cold Calling, Mentoring, Leadership Development, Leadership, Dependable Team Player, Creative Problem Solving, Business Planning, Project Management, Personnel Management, Military Operations, Logistics Management, Training Management, DoD
Education
US Army Command & General Staff Officers College 2003 — 2005
Belmont Abbey College 1986 — 1990
Bachelor of Arts (BA), Business Administration, Management and Operations
US Army Officer Candidate School 1988 — 1989
Distinguished Graduate
US Army - Various Courses
US Army Forces Command December 2011 - August 2014
NC Army National Guard & US Army March 1982 - August 2014
Business Insurance Assosciates 1998 - 2003
Principal Financial Group 1996 - 1998
American Medical Security 1994 - 1996
Travelers 1990 - 1994
Army National Guard 1983 - 1990
Skills
Sales, Sales Management, Marketing, Operations Management, Customer Service, Cross-functional Team..., Situational Leadership, Self-driven, Sales Presentations, Profit Center Management, Sales Operations, Cold Calling, Mentoring, Leadership Development, Leadership, Dependable Team Player, Creative Problem Solving, Business Planning, Project Management, Personnel Management, Military Operations, Logistics Management, Training Management, DoD
Education
US Army Command & General Staff Officers College 2003 — 2005
Belmont Abbey College 1986 — 1990
Bachelor of Arts (BA), Business Administration, Management and Operations
US Army Officer Candidate School 1988 — 1989
Distinguished Graduate
US Army - Various Courses
LUIS RIOS-BERLY LUIS RIOS-BERLY's Principal Financial Group Experience 1999 - 2004
Job Insurance Broker at MassMutual Financial Group
Industry Insurance
Experience
MassMutual Financial Group February 2014 - Present
Distribuidora Las Americas (DILA) 2011 - Present
Carrera Insurance LRB Insurance & Financial Solutions LLC January 1998 - Present
Principal Financial Group 1999 - 2004
Allmerica Financial 1984 - 1999
Skills
Insurance, Property & Casualty..., Health Insurance, Disability Insurance, Life Insurance, Employee Benefits, Customer Service, Fixed Annuities, Strategic Planning, Sales Management, Retirement, New Business Development, Retirement Planning, Commercial Insurance, Workers Compensation, Term Life Insurance, Long-term Care, Homeowners, Brokers, Small Business, Sales
Education
Baylor University 1981 — 1984
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Lon Moris College
Business
Nuestra Senora el Pilar
MassMutual Financial Group February 2014 - Present
Distribuidora Las Americas (DILA) 2011 - Present
Carrera Insurance LRB Insurance & Financial Solutions LLC January 1998 - Present
Principal Financial Group 1999 - 2004
Allmerica Financial 1984 - 1999
Skills
Insurance, Property & Casualty..., Health Insurance, Disability Insurance, Life Insurance, Employee Benefits, Customer Service, Fixed Annuities, Strategic Planning, Sales Management, Retirement, New Business Development, Retirement Planning, Commercial Insurance, Workers Compensation, Term Life Insurance, Long-term Care, Homeowners, Brokers, Small Business, Sales
Education
Baylor University 1981 — 1984
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Lon Moris College
Business
Nuestra Senora el Pilar
Mark J. Becker Mark J. Becker's Principal Financial Group Experience 1990 - 1997
Job President at Mark J. Becker & Associates
Industry Insurance
Experience
Mark J Becker & Associates September 2011 - Present
David P. Lind & Associates March 2000 - September 2011
Holmes Murphy 1997 - 2000
Principal Financial Group 1990 - 1997
US Army 1986 - 1996
Skills
Underwriting, Employee Benefits, Strategic Planning, Risk Management, Insurance, Benchmarking, Health Insurance, Team Building, Fixed Annuities, Life Insurance, Mergers & Acquisitions, Commercial Insurance, Leadership, Property & Casualty..., Retirement, Disability Insurance, Management, Health Savings Accounts, Brokers, Executive Management, Long-term Care, Investments, Reinsurance, Retirement Planning, Claims Management, Medicare, Strategic Financial..., Professional Liability, Claim, Workers Compensation, Term Life Insurance, Cloud Computing, Group Insurance
Education
Iowa State University - College of Business 1986 — 1989
B.A., Business
Berklee College of Music 1985 — 1986
Mark J Becker & Associates September 2011 - Present
David P. Lind & Associates March 2000 - September 2011
Holmes Murphy 1997 - 2000
Principal Financial Group 1990 - 1997
US Army 1986 - 1996
Skills
Underwriting, Employee Benefits, Strategic Planning, Risk Management, Insurance, Benchmarking, Health Insurance, Team Building, Fixed Annuities, Life Insurance, Mergers & Acquisitions, Commercial Insurance, Leadership, Property & Casualty..., Retirement, Disability Insurance, Management, Health Savings Accounts, Brokers, Executive Management, Long-term Care, Investments, Reinsurance, Retirement Planning, Claims Management, Medicare, Strategic Financial..., Professional Liability, Claim, Workers Compensation, Term Life Insurance, Cloud Computing, Group Insurance
Education
Iowa State University - College of Business 1986 — 1989
B.A., Business
Berklee College of Music 1985 — 1986
Todd Krapf Todd Krapf's Principal Financial Group Experience May 2009 - January 2011
Job Senior Vice President, Mesirow Financial Employee Benefits
Industry Insurance
Experience
Mesirow Financial January 2011 - Present
Inner City Health Center June 2012 - Present
BRAG Denver August 2011 - Present
Colorado Group Insurance Association January 2011 - January 2015
Principal Financial Group May 2009 - January 2011
Sun Life Financial August 1993 - April 2009
Skills
Employee Benefits, Benefits, Group Medical, Health Insurance, Disability Insurance, Insurance, International Employee..., Voluntary Employee..., Life Insurance, Dental Insurance, Retirement Benefits, Self Funded Medical..., Term Life Insurance, COBRA, Health Savings Accounts, Benefits Administration, 401k, Retirement, Group Insurance, Long-term Care, Workers Compensation, ERISA, Retirement Planning, Health Care Reform, Long Term Care Insurance, Brokers
Education
Bowdoin College 1989 — 1993
Bachelor of Arts (B.A.), Economics and Government
Mesirow Financial January 2011 - Present
Inner City Health Center June 2012 - Present
BRAG Denver August 2011 - Present
Colorado Group Insurance Association January 2011 - January 2015
Principal Financial Group May 2009 - January 2011
Sun Life Financial August 1993 - April 2009
Skills
Employee Benefits, Benefits, Group Medical, Health Insurance, Disability Insurance, Insurance, International Employee..., Voluntary Employee..., Life Insurance, Dental Insurance, Retirement Benefits, Self Funded Medical..., Term Life Insurance, COBRA, Health Savings Accounts, Benefits Administration, 401k, Retirement, Group Insurance, Long-term Care, Workers Compensation, ERISA, Retirement Planning, Health Care Reform, Long Term Care Insurance, Brokers
Education
Bowdoin College 1989 — 1993
Bachelor of Arts (B.A.), Economics and Government
Brad English, MHP, DHP, GBDS, DIA Brad English, MHP, DHP, GBDS, DIA's Principal Financial Group Experience December 1988 - February 2001
Job at Mutual of Omaha
Industry Insurance
Experience
Mutual of Omaha December 2009 - Present
Lincoln Financial Group September 2003 - June 2009
Coventry Health Care March 2001 - August 2003
Principal Financial Group December 1988 - February 2001
Skills
Insurance, Underwriting, Employee Benefits, Benefits, Health, Customer Service, Health Insurance, Customer Relations, Strategic Planning, Process Improvement, Word, Excel, Mentoring, PowerPoint, Team Building, Process Engineering, Public Speaking, Access, Change Management, Compliance, Dental, Disability Insurance, Problem Solving, Long Term Care, Coaching, Brokers, Cross-functional Team..., Claim, Fixed Annuities, Reinsurance, Critical Illness, Workers Compensation, Property & Casualty..., Whole Life, General Insurance, Long-term Care, Life Insurance
Education
Bellevue University 1999 — 2001
Bachelors of Science, Mangement
Spencer School of Business 1987 — 1988
Associates, Accounting & Finance
Mutual of Omaha December 2009 - Present
Lincoln Financial Group September 2003 - June 2009
Coventry Health Care March 2001 - August 2003
Principal Financial Group December 1988 - February 2001
Skills
Insurance, Underwriting, Employee Benefits, Benefits, Health, Customer Service, Health Insurance, Customer Relations, Strategic Planning, Process Improvement, Word, Excel, Mentoring, PowerPoint, Team Building, Process Engineering, Public Speaking, Access, Change Management, Compliance, Dental, Disability Insurance, Problem Solving, Long Term Care, Coaching, Brokers, Cross-functional Team..., Claim, Fixed Annuities, Reinsurance, Critical Illness, Workers Compensation, Property & Casualty..., Whole Life, General Insurance, Long-term Care, Life Insurance
Education
Bellevue University 1999 — 2001
Bachelors of Science, Mangement
Spencer School of Business 1987 — 1988
Associates, Accounting & Finance
Ciano Clerjuste Ciano Clerjuste's Principal Financial Group Experience December 2008 - Present
Job Account Executive at Principal Financial Group
Industry Financial Services
Experience
United Colors of Fashion December 2010 - Present
Principal Financial Group December 2008 - Present
Principal Financial Group October 2007 - December 2008
Principal Financial Group May 2005 - October 2007
Skills
Event Management, Staff Management, Insurance, CRM, Contract Negotiation, Business Development, Management, Strategy, Training, Fashion Design, Styling, Mannequin Styling, Press Releases, Corporate Finance, Corporate Communications, Corporate Events, Performing Arts, Special Events..., Advisory Boards, Corporate Branding, Charity Work, Charity Marketing, Charity Governance, Charitable Gift Planning, Business Advisory, Fashion Shows, Fashion Writing, Fashion Illustration, Fashion History, Interior Design, Advising People, Microsoft Excel, Account Management, Sales, Leadership, Project Management, Public Relations, Marketing, Budgets, Employee Benefits, Social Networking
Education
Bloomfield College 2000 — 2004
Bachelor of Science, Business Administration and Managment
United Colors of Fashion December 2010 - Present
Principal Financial Group December 2008 - Present
Principal Financial Group October 2007 - December 2008
Principal Financial Group May 2005 - October 2007
Skills
Event Management, Staff Management, Insurance, CRM, Contract Negotiation, Business Development, Management, Strategy, Training, Fashion Design, Styling, Mannequin Styling, Press Releases, Corporate Finance, Corporate Communications, Corporate Events, Performing Arts, Special Events..., Advisory Boards, Corporate Branding, Charity Work, Charity Marketing, Charity Governance, Charitable Gift Planning, Business Advisory, Fashion Shows, Fashion Writing, Fashion Illustration, Fashion History, Interior Design, Advising People, Microsoft Excel, Account Management, Sales, Leadership, Project Management, Public Relations, Marketing, Budgets, Employee Benefits, Social Networking
Education
Bloomfield College 2000 — 2004
Bachelor of Science, Business Administration and Managment
Christie Cook, CRPC® , CMFC® Christie Cook, CRPC® , CMFC®'s Principal Financial Group Experience August 2015 - Present
Job Senior Account Executive at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group August 2015 - Present
Lincoln Financial Advisors January 2014 - July 2015
Lincoln Financial Group 2012 - January 2014
Lincoln Financial Group March 2007 - February 2012
American Specialty Health-Account Executive SE Region February 2005 - March 2007
Cintas First Aid and Safety 2002 - 2005
American Greetings 2001 - 2002
Skills
Human Resources, Consulting, Strategic Communications, Change Management, Account Management, Relationship Management, Business Strategy, Marketing Strategy, Marketing, Group Presentations, Analysis, Process Improvement, Strategic Planning, Leadership, Employee Training, Health Insurance, Customer Service, Insurance, Investments, Employee Benefits, Sales, Retirement Planning, Retirement, Financial Planning, Strategic Financial..., Risk Management, Sales Management, New Business Development, CRM, Management, Financial Services, Series 7, Series 6, Strategy, Portfolio Management, Financial Analysis, Financial Modeling, 401k, Life Insurance, Securities, Mutual Funds, Wealth Management, Disability Insurance, Asset Allocation, Asset Management, Finance, Project Management, Series 63, Long-term Care, Investment Strategies
Education
Kennesaw State University - Michael J. Coles College of Business 2005 — 2007
MBA, Strategy and Finance
Berry College - Campbell School of Business 1997 — 2001
BS, Marketing, 3.05 GPA
Principal Financial Group August 2015 - Present
Lincoln Financial Advisors January 2014 - July 2015
Lincoln Financial Group 2012 - January 2014
Lincoln Financial Group March 2007 - February 2012
American Specialty Health-Account Executive SE Region February 2005 - March 2007
Cintas First Aid and Safety 2002 - 2005
American Greetings 2001 - 2002
Skills
Human Resources, Consulting, Strategic Communications, Change Management, Account Management, Relationship Management, Business Strategy, Marketing Strategy, Marketing, Group Presentations, Analysis, Process Improvement, Strategic Planning, Leadership, Employee Training, Health Insurance, Customer Service, Insurance, Investments, Employee Benefits, Sales, Retirement Planning, Retirement, Financial Planning, Strategic Financial..., Risk Management, Sales Management, New Business Development, CRM, Management, Financial Services, Series 7, Series 6, Strategy, Portfolio Management, Financial Analysis, Financial Modeling, 401k, Life Insurance, Securities, Mutual Funds, Wealth Management, Disability Insurance, Asset Allocation, Asset Management, Finance, Project Management, Series 63, Long-term Care, Investment Strategies
Education
Kennesaw State University - Michael J. Coles College of Business 2005 — 2007
MBA, Strategy and Finance
Berry College - Campbell School of Business 1997 — 2001
BS, Marketing, 3.05 GPA
Craig Forster's Principal Financial Group Experience 2013 - Present
Job Princor Registered Representative at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group 2013 - Present
Edward Jones April 2013 - August 2013
Callaway Financial Services, Inc. October 2005 - April 2013
Citizens for Arlington PAC 2009 - 2009
Electronic Discount Sales October 2004 - September 2005
Stone Computer & Office Supply September 2004 - September 2005
Skills
401(k), 403(b), SEP &..., Annuities (Variable &..., Asset Allocation, Business Continuation..., Business Overhead..., Buy-sell Agreements, Buy-Sell Review, Charitable Giving, College Funding..., Deferred Compensation..., Dental Insurance, Disability Income..., Estate Planning, Executive Benefits..., Financial Needs Analysis, Income Protection, Informal Business..., IRAs (Traditional &..., Key Person Insurance, Long-Term Care Insurance, Mutual Funds, Pension Plans, Salary Continuation, Series 7, 63, 65..., Split Dollar Plans, Supplemental Retirement..., Survivor Income, Tax-Deferred Savings, Term Life Insurance, Universal Life Insurance, Wellness Programs, Wealth Accumulation, Whole Life Insurance
Education
Boston University 1971 — 1976
BA, Sociology
Principal Financial Group 2013 - Present
Edward Jones April 2013 - August 2013
Callaway Financial Services, Inc. October 2005 - April 2013
Citizens for Arlington PAC 2009 - 2009
Electronic Discount Sales October 2004 - September 2005
Stone Computer & Office Supply September 2004 - September 2005
Skills
401(k), 403(b), SEP &..., Annuities (Variable &..., Asset Allocation, Business Continuation..., Business Overhead..., Buy-sell Agreements, Buy-Sell Review, Charitable Giving, College Funding..., Deferred Compensation..., Dental Insurance, Disability Income..., Estate Planning, Executive Benefits..., Financial Needs Analysis, Income Protection, Informal Business..., IRAs (Traditional &..., Key Person Insurance, Long-Term Care Insurance, Mutual Funds, Pension Plans, Salary Continuation, Series 7, 63, 65..., Split Dollar Plans, Supplemental Retirement..., Survivor Income, Tax-Deferred Savings, Term Life Insurance, Universal Life Insurance, Wellness Programs, Wealth Accumulation, Whole Life Insurance
Education
Boston University 1971 — 1976
BA, Sociology
Shane Whitehead Shane Whitehead's Principal Financial Group Experience March 2009 - Present
Job Princor Registered Representative, Investment Adviser Representative at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group March 2009 - Present
Skills
Retirement Planning, Wealth Management
Education
Belmont University
Bachelor of Business Administration (BBA), Finance, General
Principal Financial Group March 2009 - Present
Skills
Retirement Planning, Wealth Management
Education
Belmont University
Bachelor of Business Administration (BBA), Finance, General
Vivian Chan's Principal Financial Group Experience January 2010 - July 2012
Job Escrow OfficerResidential/Commercial
Industry Real Estate
Experience
NEXTITLE, a division of Northwest Title, RCO Legal April 2013 - Present
Guild Mortgage, Axia Homes Loans, First Horizon Home Loans, Countywide Home Loans January 2007 - April 2013
Principal Financial Group January 2010 - July 2012
MetLife Home Loans 2005 - 2010
Holland Realty January 1999 - July 2005
Alliance Title & Escrow Corp March 1991 - March 2000
Skills
Refinance, Escrow Closings, Title Insurance, Commercial Real Estate, Commercial Lending, Real Estate Transactions, Real Estate Marketing, Real Estate Contracts, 1031 Exchanges, Short Sales, Mortgage Lending, Residential Mortgages, SBA 504, Seller Financing, Trustee Services, Settlement Agent, Mortgage Banking, FHA, First Time Home Buyers
Education
Boise State University 1985 — 1989
NEXTITLE, a division of Northwest Title, RCO Legal April 2013 - Present
Guild Mortgage, Axia Homes Loans, First Horizon Home Loans, Countywide Home Loans January 2007 - April 2013
Principal Financial Group January 2010 - July 2012
MetLife Home Loans 2005 - 2010
Holland Realty January 1999 - July 2005
Alliance Title & Escrow Corp March 1991 - March 2000
Skills
Refinance, Escrow Closings, Title Insurance, Commercial Real Estate, Commercial Lending, Real Estate Transactions, Real Estate Marketing, Real Estate Contracts, 1031 Exchanges, Short Sales, Mortgage Lending, Residential Mortgages, SBA 504, Seller Financing, Trustee Services, Settlement Agent, Mortgage Banking, FHA, First Time Home Buyers
Education
Boise State University 1985 — 1989
Jaci Knuth Jaci Knuth's Principal Financial Group Experience September 2007 - Present
Job Quality Assurance Anlyst at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group September 2007 - Present
Principal Financial Group July 2005 - September 2007
Education
Bellevue University 2003 — 2005
Bachelor of Science, Business Administration
Principal Financial Group September 2007 - Present
Principal Financial Group July 2005 - September 2007
Education
Bellevue University 2003 — 2005
Bachelor of Science, Business Administration
Tom Hatlen Tom Hatlen's Principal Financial Group Experience July 1986 - October 1995
Job Editor/Publisher at Hardscape Magazine
Industry Publishing
Experience
Hardscape Magazine August 2003 - Present
Cygnus Business Media October 1995 - July 2003
Principal Financial Group July 1986 - October 1995
Skills
Public Relations, Social Media, Feature Articles, Newsletters, Advertising, Public Speaking, Copywriting, Sustainability, Editing, Marketing Strategy, Copy Editing, Magazines, Publishing, Publications, Email Marketing, Social Media Marketing, Marketing Communications
Education
University of Nebraska at Omaha 1983 — 1985
Bachelor's degree, Journalism/Broadcasting
Bellevue University
EHS
Hardscape Magazine August 2003 - Present
Cygnus Business Media October 1995 - July 2003
Principal Financial Group July 1986 - October 1995
Skills
Public Relations, Social Media, Feature Articles, Newsletters, Advertising, Public Speaking, Copywriting, Sustainability, Editing, Marketing Strategy, Copy Editing, Magazines, Publishing, Publications, Email Marketing, Social Media Marketing, Marketing Communications
Education
University of Nebraska at Omaha 1983 — 1985
Bachelor's degree, Journalism/Broadcasting
Bellevue University
EHS
Doug Grau Doug Grau's Principal Financial Group Experience June 2012 - Present
Job Financial Advisor at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group June 2012 - Present
Edward Jones November 2009 - June 2012
Yell Records October 2002 - November 2009
Scream Records March 2000 - October 2002
Scream Music Publishing October 1998 - March 2001
Warner Bros. Records September 1983 - March 1998
Education
Belmont University 1981 — 1985
BBA, Music Business
Principal Financial Group June 2012 - Present
Edward Jones November 2009 - June 2012
Yell Records October 2002 - November 2009
Scream Records March 2000 - October 2002
Scream Music Publishing October 1998 - March 2001
Warner Bros. Records September 1983 - March 1998
Education
Belmont University 1981 — 1985
BBA, Music Business
A. Chantel Lawson A. Chantel Lawson's Principal Financial Group Experience March 2008 - February 2010
Job Experienced Office Manager/Executive Administrative Assistant
Industry Financial Services
Experience
Citi Group (The Walsh Associates) July 2012 - February 2013
Deutsche Bank (The Windsor Group) 2012 - 2012
Principal Financial Group March 2008 - February 2010
Deutsche Bank (T.T.I.) July 2007 - December 2007
Wachovia Securities (Currently Wells Fargo) October 2006 - June 2007
The Ace Group, Inc. October 2004 - September 2006
Skills
PowerPoint, Human Resources, Microsoft Excel, Analysis, Outlook, Management, Microsoft Word, Process Scheduler, Budgeting, Scheduling, Invoicing, Excel, Access, Word, Lotus Notes, Concur, Turret, PeopleSoft, P2P, American Express Travel...
Education
The New School for Public Engagement, New York City
MS in Media Management, School of Media Studies
City University of New York-Baruch College 2005 — 2010
Bachelor of Arts, Corporate Communications - 06/2011
Universidad de Salamanca 2008 — 2008
Certificate, Spanish - 01/2008
State University of New York College of Agriculture and Technology at Cobleskill 1999 — 2000
Associates in Applied Science, Computer Information Systems - 02/2000
Citi Group (The Walsh Associates) July 2012 - February 2013
Deutsche Bank (The Windsor Group) 2012 - 2012
Principal Financial Group March 2008 - February 2010
Deutsche Bank (T.T.I.) July 2007 - December 2007
Wachovia Securities (Currently Wells Fargo) October 2006 - June 2007
The Ace Group, Inc. October 2004 - September 2006
Skills
PowerPoint, Human Resources, Microsoft Excel, Analysis, Outlook, Management, Microsoft Word, Process Scheduler, Budgeting, Scheduling, Invoicing, Excel, Access, Word, Lotus Notes, Concur, Turret, PeopleSoft, P2P, American Express Travel...
Education
The New School for Public Engagement, New York City
MS in Media Management, School of Media Studies
City University of New York-Baruch College 2005 — 2010
Bachelor of Arts, Corporate Communications - 06/2011
Universidad de Salamanca 2008 — 2008
Certificate, Spanish - 01/2008
State University of New York College of Agriculture and Technology at Cobleskill 1999 — 2000
Associates in Applied Science, Computer Information Systems - 02/2000
Bonnie Hinkle Bonnie Hinkle's Principal Financial Group Experience January 2004 - Present
Job Project Manager IV, Project Management Professional
Industry Insurance
Experience
Grand Island Public Schools January 2007 - Present
Principal Financial Group January 2004 - Present
Principal Financial Group January 1999 - December 2003
Principal Financial Group January 1991 - December 2002
Principal Financial Group January 1984 - December 1990
Skills
Insurance, Relationship Management, Project Management, Requirements Analysis, Strategic Thinking, Virtual Teams, Matrix Management, Collaboration
Education
Bellevue University 1990 — 1991
Bachelor, Human Resource Management
Grand Island Public Schools January 2007 - Present
Principal Financial Group January 2004 - Present
Principal Financial Group January 1999 - December 2003
Principal Financial Group January 1991 - December 2002
Principal Financial Group January 1984 - December 1990
Skills
Insurance, Relationship Management, Project Management, Requirements Analysis, Strategic Thinking, Virtual Teams, Matrix Management, Collaboration
Education
Bellevue University 1990 — 1991
Bachelor, Human Resource Management
Walter Jezak Walter Jezak's Principal Financial Group Experience February 2010 - August 2014
Job Financial Service Representative at Baystate Financial
Industry Financial Services
Experience
Baystate Financial / MetLife Premier Client Group August 2014 - Present
Principal Financial Group February 2010 - August 2014
Nationwide Financial Network August 2005 - February 2010
CITISTREET RETIREMENT SERVICES April 2004 - August 2005
Alliance Benefit Group October 2003 - January 2004
Scudder Retirement Services December 1997 - October 2003
FLEET FINANCIAL October 1997 - December 1997
PUTNAM INVESTOR SERVICES March 1992 - September 1997
Boston Financial Data Services January 1990 - March 1992
JOHN HANCOCK MUTUAL LIFE January 1989 - December 1989
Skills
Retirement Planning, Retirement, Excel, Word, PowerPoint, Long Term Care
Education
Merrimack College 2008 — 2010
Certificate CFP Program, Advanced Degree in Finance
Suffolk University 2000 — 2003
MBA, Business Administration and Management, General
Bentley University 1994 — 1996
Certification in Pension Administration, Retirement Planning
UNIVERSITY OF LOWELL 1987 — 1989
Bachelor of Science, Business Administration/Finance
Northern Essex Community College 1984 — 1986
Associate, Liberal Arts
Baystate Financial / MetLife Premier Client Group August 2014 - Present
Principal Financial Group February 2010 - August 2014
Nationwide Financial Network August 2005 - February 2010
CITISTREET RETIREMENT SERVICES April 2004 - August 2005
Alliance Benefit Group October 2003 - January 2004
Scudder Retirement Services December 1997 - October 2003
FLEET FINANCIAL October 1997 - December 1997
PUTNAM INVESTOR SERVICES March 1992 - September 1997
Boston Financial Data Services January 1990 - March 1992
JOHN HANCOCK MUTUAL LIFE January 1989 - December 1989
Skills
Retirement Planning, Retirement, Excel, Word, PowerPoint, Long Term Care
Education
Merrimack College 2008 — 2010
Certificate CFP Program, Advanced Degree in Finance
Suffolk University 2000 — 2003
MBA, Business Administration and Management, General
Bentley University 1994 — 1996
Certification in Pension Administration, Retirement Planning
UNIVERSITY OF LOWELL 1987 — 1989
Bachelor of Science, Business Administration/Finance
Northern Essex Community College 1984 — 1986
Associate, Liberal Arts
Heather Wachendorf Heather Wachendorf's Principal Financial Group Experience May 2001 - August 2015
Job Associate Pastor for Youth and Young Family Ministries
Industry Religious Institutions
Experience
Principal Financial Group May 2001 - August 2015
Skills
Strategic Communications, Marketing Communications
Education
Phillips Theological Seminary 2015 — 2019
Master of Divinity (MDiv)
Bradley University 1993 — 1996
MFA, Sculpture
Eureka College 1989 — 1993
BA, Art
Principal Financial Group May 2001 - August 2015
Skills
Strategic Communications, Marketing Communications
Education
Phillips Theological Seminary 2015 — 2019
Master of Divinity (MDiv)
Bradley University 1993 — 1996
MFA, Sculpture
Eureka College 1989 — 1993
BA, Art
Amanda J. (Zook) Coox's Principal Financial Group Experience June 2008 - August 2008
Job Technical Project Manager at Apple, Inc.
Industry Information Technology and Services
Experience
Apple, Inc. September 2014 - Present
Carnegie Mellon Tepper School of Business July 2012 - May 2014
Apple May 2013 - August 2013
Biola University October 2009 - July 2012
Biola University August 2010 - January 2011
Biola University August 2008 - October 2009
Principal Financial Group June 2008 - August 2008
Biola University August 2007 - June 2008
Hewlett-Packard June 2007 - August 2007
Skills
Active Directory, Windows, Linux, Troubleshooting, Microsoft Office, VMware ESX, Servers, Mac, Documentation, Computer Hardware, Social Media, System Administration, Windows 7, Mac OS X, Operating Systems, Problem Solving, Customer Relations, Virtualization, OS X, Software Documentation, Customer Service, Databases, Leadership, Management, Project Management, Security
Education
Carnegie Mellon University - Tepper School of Business 2012 — 2014
Master of Business Administration (MBA), Technology Leadership
Biola University 2005 — 2008
B.S, Business Administration, Management Information Systems emphasis
Apple, Inc. September 2014 - Present
Carnegie Mellon Tepper School of Business July 2012 - May 2014
Apple May 2013 - August 2013
Biola University October 2009 - July 2012
Biola University August 2010 - January 2011
Biola University August 2008 - October 2009
Principal Financial Group June 2008 - August 2008
Biola University August 2007 - June 2008
Hewlett-Packard June 2007 - August 2007
Skills
Active Directory, Windows, Linux, Troubleshooting, Microsoft Office, VMware ESX, Servers, Mac, Documentation, Computer Hardware, Social Media, System Administration, Windows 7, Mac OS X, Operating Systems, Problem Solving, Customer Relations, Virtualization, OS X, Software Documentation, Customer Service, Databases, Leadership, Management, Project Management, Security
Education
Carnegie Mellon University - Tepper School of Business 2012 — 2014
Master of Business Administration (MBA), Technology Leadership
Biola University 2005 — 2008
B.S, Business Administration, Management Information Systems emphasis
Cosby Johnson Cosby Johnson's Principal Financial Group Experience September 2012 - August 2013
Job AAA
Industry Financial Services
Experience
AAA September 2012 - Present
Principal Financial Group September 2012 - August 2013
Skills
Social Networking, Management, Event Planning, Customer Service, Strategic Planning, Leadership, Sales, Public Speaking, Social Media, Social Media Marketing, Time Management, Small Business, Life Insurance, Microsoft Excel, Sales Management, Marketing Strategy, Public Relations, Microsoft Office, Marketing, Team Building, Marketing Communications, PowerPoint, Leadership Development, Online Advertising, Insurance, Strategy, Advertising
Education
Bellevue University 2015 — 2016
Master of Science (MS), Homeland Security, 3.41 GPA
Bellevue University 2012 — 2014
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General, 3.44 GPA
University of Phoenix 2009 — 2011
Associate of Arts (A.A.), Business Administration and Management, General, 3.1 GPA
AAA September 2012 - Present
Principal Financial Group September 2012 - August 2013
Skills
Social Networking, Management, Event Planning, Customer Service, Strategic Planning, Leadership, Sales, Public Speaking, Social Media, Social Media Marketing, Time Management, Small Business, Life Insurance, Microsoft Excel, Sales Management, Marketing Strategy, Public Relations, Microsoft Office, Marketing, Team Building, Marketing Communications, PowerPoint, Leadership Development, Online Advertising, Insurance, Strategy, Advertising
Education
Bellevue University 2015 — 2016
Master of Science (MS), Homeland Security, 3.41 GPA
Bellevue University 2012 — 2014
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General, 3.44 GPA
University of Phoenix 2009 — 2011
Associate of Arts (A.A.), Business Administration and Management, General, 3.1 GPA
Banshi Koirala's Principal Financial Group Experience March 2015 - Present
Job Sr. Automation Test Analyst
Industry Computer Software
Experience
Principal Financial Group March 2015 - Present
Farmers Mutual Hail Insurance April 2014 - February 2015
Northern Natural Gas June 2012 - March 2014
Nationwide Insurance April 2011 - May 2012
Nationwide Financial October 2010 - April 2011
EBS April 2005 - May 2010
Skills
QTP, Test Automation, Quality Assurance, VBScript, Agile, Quality Center, Manual Testing, Test Director, Testing, SQL, Test Planning, Quality Management, XP, Test Management, Test Cases, System Testing, Integration, Software Quality..., Regression Testing, User Acceptance Testing, Test Execution, Black Box, Defect Tracking, System Integration..., SDLC, Waterfall, HP QTP, Agile Methodologies, HP Quality Center
Education
Bellevue University 2002 — 2005
Bachelor's degree, Computer Science
Principal Financial Group March 2015 - Present
Farmers Mutual Hail Insurance April 2014 - February 2015
Northern Natural Gas June 2012 - March 2014
Nationwide Insurance April 2011 - May 2012
Nationwide Financial October 2010 - April 2011
EBS April 2005 - May 2010
Skills
QTP, Test Automation, Quality Assurance, VBScript, Agile, Quality Center, Manual Testing, Test Director, Testing, SQL, Test Planning, Quality Management, XP, Test Management, Test Cases, System Testing, Integration, Software Quality..., Regression Testing, User Acceptance Testing, Test Execution, Black Box, Defect Tracking, System Integration..., SDLC, Waterfall, HP QTP, Agile Methodologies, HP Quality Center
Education
Bellevue University 2002 — 2005
Bachelor's degree, Computer Science
Denise Kingery's Principal Financial Group Experience 2007 - 2009
Job Administrative Assistant at Central Community College
Industry Higher Education
Experience
Central Community College June 2014 - Present
Grand Island YMCA August 2007 - Present
Associated Staffing, Inc. November 2012 - June 2014
Principal Financial Group 2007 - 2009
Principal Financial Group 2005 - 2007
Principal Financial Group February 2001 - August 2004
Skills
Employee Benefits, 401k, Employee Relations, Customer Service, Recruiting, Coaching, Series 7, Outlook, Team Building, Talent Acquisition, Onboarding, Interviews, Human Resources, Hiring, Personnel Management, Microsoft Excel, Performance Management, Cold Calling, Management, Talent Management, Payroll
Education
Bellevue University 1994 — 1998
Bachelor of Science (BS), Business Administration and Management
Central Community College June 2014 - Present
Grand Island YMCA August 2007 - Present
Associated Staffing, Inc. November 2012 - June 2014
Principal Financial Group 2007 - 2009
Principal Financial Group 2005 - 2007
Principal Financial Group February 2001 - August 2004
Skills
Employee Benefits, 401k, Employee Relations, Customer Service, Recruiting, Coaching, Series 7, Outlook, Team Building, Talent Acquisition, Onboarding, Interviews, Human Resources, Hiring, Personnel Management, Microsoft Excel, Performance Management, Cold Calling, Management, Talent Management, Payroll
Education
Bellevue University 1994 — 1998
Bachelor of Science (BS), Business Administration and Management
Gina Garamella Gina Garamella's Principal Financial Group Experience October 1986 - December 1997
Job Atlantic Medical Eye Care
Industry Medical Practice
Experience
Atlantic Medical Eye Care July 2002 - Present
Lawrence J. Shapiro, D.O. October 2001 - June 2002
James B. Phillips, M.D. January 1998 - September 2001
Principal Financial Group October 1986 - December 1997
Skills
Nonprofits, Public Speaking, Customer Service, Coaching, Volunteer Management, Management, Public Relations, Social Media, Office Management, Microsoft Office
Education
Berkeley College
Interior Design
Atlantic Medical Eye Care July 2002 - Present
Lawrence J. Shapiro, D.O. October 2001 - June 2002
James B. Phillips, M.D. January 1998 - September 2001
Principal Financial Group October 1986 - December 1997
Skills
Nonprofits, Public Speaking, Customer Service, Coaching, Volunteer Management, Management, Public Relations, Social Media, Office Management, Microsoft Office
Education
Berkeley College
Interior Design
LeeAnn Putnam LeeAnn Putnam's Principal Financial Group Experience September 2005 - March 2007
Job Small Business Support Specialist
Industry Financial Services
Experience
LeeAnn Putnam 2009 - Present
MGI Communities April 2007 - June 2011
Shore Morgan Young March 2007 - March 2008
Principal Financial Group September 2005 - March 2007
Nationwide Insurance September 2000 - September 2005
MetLife April 1999 - January 2000
McCloy Financial Services April 1991 - April 1999
Prudential Financial August 1990 - April 1991
Skills
Project Management, CRM, Travel Planning, Business, Sales, Project Planning, Sales Management, Data Entry, Administrative..., Email Marketing, Outlook, Management, Public Relations, Training, Social Media Marketing, Event Planning, Life Insurance, Small Business, Facebook, Insurance, Event Management, Entrepreneurship, Virtual Assistance, Financial Services, Time Management, Executive..., Microsoft Excel, Online Research, Microsoft Word, Newsletters, Marketing, Social Networking, Customer Service, Office Administration, New Business Development, Salesforce.com, Spreadsheets, Administration, Sales Operations, Team Building, Leadership, Microsoft Office, PowerPoint, Invoicing, Social Media, Budgets, Online Marketing, MailChimp, Constant Contact
Education
AssistU 2008 — 2008
Life Office Management Association 2001 — 2001
FLMI (Fellow, Life Management Institute)
Bowling Green State University
BS in Education, Business Education
LeeAnn Putnam 2009 - Present
MGI Communities April 2007 - June 2011
Shore Morgan Young March 2007 - March 2008
Principal Financial Group September 2005 - March 2007
Nationwide Insurance September 2000 - September 2005
MetLife April 1999 - January 2000
McCloy Financial Services April 1991 - April 1999
Prudential Financial August 1990 - April 1991
Skills
Project Management, CRM, Travel Planning, Business, Sales, Project Planning, Sales Management, Data Entry, Administrative..., Email Marketing, Outlook, Management, Public Relations, Training, Social Media Marketing, Event Planning, Life Insurance, Small Business, Facebook, Insurance, Event Management, Entrepreneurship, Virtual Assistance, Financial Services, Time Management, Executive..., Microsoft Excel, Online Research, Microsoft Word, Newsletters, Marketing, Social Networking, Customer Service, Office Administration, New Business Development, Salesforce.com, Spreadsheets, Administration, Sales Operations, Team Building, Leadership, Microsoft Office, PowerPoint, Invoicing, Social Media, Budgets, Online Marketing, MailChimp, Constant Contact
Education
AssistU 2008 — 2008
Life Office Management Association 2001 — 2001
FLMI (Fellow, Life Management Institute)
Bowling Green State University
BS in Education, Business Education
Faith Flury Pridmore Faith Flury Pridmore's Principal Financial Group Experience August 2007 - October 2010
Job Director of Mission Advancement
Industry Religious Institutions
Experience
Benedictine Sisters of Florida November 2010 - Present
Principal Financial Group August 2007 - October 2010
Skills
Public Speaking
Education
Barry University
Bachelor’s Degree, English Language and Literature, General
Barry University
Bachelor of Arts (BA), English Literature
Benedictine Sisters of Florida November 2010 - Present
Principal Financial Group August 2007 - October 2010
Skills
Public Speaking
Education
Barry University
Bachelor’s Degree, English Language and Literature, General
Barry University
Bachelor of Arts (BA), English Literature
Kim Gotcher's Principal Financial Group Experience 2004 - 2005
Job Director of Marketing, Calloway's Nursery
Industry Retail
Experience
Calloway's Nursery January 2015 - Present
Beyond the Gown December 2013 - December 2014
The Bride's Room January 2010 - December 2013
DKNY June 2008 - March 2010
Corphealth, Inc. 2005 - 2007
Principal Financial Group 2004 - 2005
Liberty Mutual 2003 - 2004
Skills
Marketing, Marketing Communications, Sales, Marketing Strategy, Social Media Marketing, Advertising, Social Media, Public Relations, Event Planning, Strategic Planning, Weddings, Event Management, Digital Marketing, Brand Development, Public Speaking, Business Development, Market Research, Social Networking, Email Marketing, New Business Development, Integrated Marketing
Education
Texas Christian University - M.J. Neeley School of Business 2007 — 2009
MBA, Marketing
Baylor University 1999 — 2003
BBA, Marketing
Calloway's Nursery January 2015 - Present
Beyond the Gown December 2013 - December 2014
The Bride's Room January 2010 - December 2013
DKNY June 2008 - March 2010
Corphealth, Inc. 2005 - 2007
Principal Financial Group 2004 - 2005
Liberty Mutual 2003 - 2004
Skills
Marketing, Marketing Communications, Sales, Marketing Strategy, Social Media Marketing, Advertising, Social Media, Public Relations, Event Planning, Strategic Planning, Weddings, Event Management, Digital Marketing, Brand Development, Public Speaking, Business Development, Market Research, Social Networking, Email Marketing, New Business Development, Integrated Marketing
Education
Texas Christian University - M.J. Neeley School of Business 2007 — 2009
MBA, Marketing
Baylor University 1999 — 2003
BBA, Marketing
CJ Sparks CJ Sparks's Principal Financial Group Experience October 2007 - June 2015
Job Entrepreneuer Small Business Technology Solutions
Industry Information Technology and Services
Experience
The Sparks Solution August 2009 - Present
Principal Financial Group October 2007 - June 2015
Wells Fargo Services May 2005 - October 2007
SHAZAM Network - ITS, Inc. March 2003 - May 2005
Compressor Controls Corporation 2002 - 2003
General Motors 1996 - 2002
Skills
Analysis, Testing, User Acceptance Testing, Project Management, Business Process, SDLC, Mentoring, Quality Assurance, Waterfall, Management, Test Planning, Software Documentation, Business Analysis, Process Improvement, Visio, Software Quality..., Team Leadership, Business Requirements, Requirements Analysis, Leadership, Marketing, Quality Center, SharePoint
Education
Bradley University 1988 — 1992
Bachelor's degree, International Business
The Sparks Solution August 2009 - Present
Principal Financial Group October 2007 - June 2015
Wells Fargo Services May 2005 - October 2007
SHAZAM Network - ITS, Inc. March 2003 - May 2005
Compressor Controls Corporation 2002 - 2003
General Motors 1996 - 2002
Skills
Analysis, Testing, User Acceptance Testing, Project Management, Business Process, SDLC, Mentoring, Quality Assurance, Waterfall, Management, Test Planning, Software Documentation, Business Analysis, Process Improvement, Visio, Software Quality..., Team Leadership, Business Requirements, Requirements Analysis, Leadership, Marketing, Quality Center, SharePoint
Education
Bradley University 1988 — 1992
Bachelor's degree, International Business
Sue Annis Hammond Sue Annis Hammond's Principal Financial Group Experience 1978 - 1983
Job Organizational Leadership & Team Development Consultant | eLearning Content Provider | Trust Specialist
Industry Management Consulting
Experience
Thin Book Publishing January 1996 - Present
Meredith 1983 - 1988
Principal Financial Group 1978 - 1983
Skills
Change Management, Organizational..., Appreciative Inquiry, Leadership Development, Cross-functional Team..., Team Building, Organizational Culture, Executive Coaching, Training, Engaging Speaker, Instructional Design, Management Consulting, 360 Feedback, Leadership, Management Development, Emotional Intelligence, Employee Engagement, Coaching, MBTI, Onboarding, Organizational Design, Career Development, Training Delivery, Cultural Transformation, Business Coaching, Performance Consulting, Consulting, Facilitators, Culture Change, Executive Development, Group Dynamics, Action Learning, Organizational..., Talent Management, Blended Learning, Organizational Learning, Personal Development, Program Management, Workshop Facilitation, Entrepreneurship, Facilitation
Education
Bowling Green State University 1991 — 1993
MOD, Organizational Development
State University of New York College at Fredonia 1972 — 1977
BA, MA, English
Thin Book Publishing January 1996 - Present
Meredith 1983 - 1988
Principal Financial Group 1978 - 1983
Skills
Change Management, Organizational..., Appreciative Inquiry, Leadership Development, Cross-functional Team..., Team Building, Organizational Culture, Executive Coaching, Training, Engaging Speaker, Instructional Design, Management Consulting, 360 Feedback, Leadership, Management Development, Emotional Intelligence, Employee Engagement, Coaching, MBTI, Onboarding, Organizational Design, Career Development, Training Delivery, Cultural Transformation, Business Coaching, Performance Consulting, Consulting, Facilitators, Culture Change, Executive Development, Group Dynamics, Action Learning, Organizational..., Talent Management, Blended Learning, Organizational Learning, Personal Development, Program Management, Workshop Facilitation, Entrepreneurship, Facilitation
Education
Bowling Green State University 1991 — 1993
MOD, Organizational Development
State University of New York College at Fredonia 1972 — 1977
BA, MA, English
Christian S. De la Vega, PHR's Principal Financial Group Experience January 2009 - August 2011
Job HRMS Administrator at The Madison Square Garden Company
Industry Human Resources
Experience
The Madison Square Garden Company November 2013 - Present
Victory Education Partners March 2013 - November 2013
Legal Aid Society January 2013 - March 2013
State of NY Metropolitan Transportation Authority February 2012 - December 2012
The Economist Group August 2011 - September 2011
Principal Financial Group January 2009 - August 2011
Montefiore Medical Center January 2009 - August 2011
Village Care of New York September 2002 - August 2008
Skills
Multitasker, Business Knowledge, Prioritization, Problem Solving, Team Leadership, PeopleSoft, ADP, Kronos, Siebel, UCM, Onboarding, FMLA, Disability Insurance, Highly detail oriented, ADP Payroll, Bswift, Human Resources, Paychex, Payroll, Employee Benefits, Training, Employee Relations, Benefits Administration, Organization &..., HR Policies, Performance Management, Succession Planning, Deferred Compensation, Applicant Tracking..., HRIS
Education
City University of New York-Baruch College 2006 — 2010
Bachelor of Business Administration (B.B.A.), Human Resources Management
The Madison Square Garden Company November 2013 - Present
Victory Education Partners March 2013 - November 2013
Legal Aid Society January 2013 - March 2013
State of NY Metropolitan Transportation Authority February 2012 - December 2012
The Economist Group August 2011 - September 2011
Principal Financial Group January 2009 - August 2011
Montefiore Medical Center January 2009 - August 2011
Village Care of New York September 2002 - August 2008
Skills
Multitasker, Business Knowledge, Prioritization, Problem Solving, Team Leadership, PeopleSoft, ADP, Kronos, Siebel, UCM, Onboarding, FMLA, Disability Insurance, Highly detail oriented, ADP Payroll, Bswift, Human Resources, Paychex, Payroll, Employee Benefits, Training, Employee Relations, Benefits Administration, Organization &..., HR Policies, Performance Management, Succession Planning, Deferred Compensation, Applicant Tracking..., HRIS
Education
City University of New York-Baruch College 2006 — 2010
Bachelor of Business Administration (B.B.A.), Human Resources Management
Angela Conn Angela Conn's Principal Financial Group Experience September 2012 - May 2015
Job Product Line Manager at Andesa Services, Inc.
Industry Banking
Experience
Andesa Services, Inc. May 2015 - Present
Principal Financial Group September 2012 - May 2015
Clark Consulting September 2007 - July 2012
Clark Consulting April 2005 - September 2007
Clark Consulting April 2002 - April 2005
Skills
Process Improvement, Strategic Planning, Hiring Personnel, Deferred Compensation, Life Insurance, Series 63, Series 6, Team Leadership, Peer Mentoring, Client Relations Skills, Focus Management, ACS Designation, ALMI Designation
Education
Keller School of Management 2008 — 2011
Master of Business Administration (MBA)
Bethel University 2007 — 2008
Masters of Business Administration
College of Saint Benedict 1997 — 2001
Bachelor's Degree, Management and Communication
Maple Lake High School
Andesa Services, Inc. May 2015 - Present
Principal Financial Group September 2012 - May 2015
Clark Consulting September 2007 - July 2012
Clark Consulting April 2005 - September 2007
Clark Consulting April 2002 - April 2005
Skills
Process Improvement, Strategic Planning, Hiring Personnel, Deferred Compensation, Life Insurance, Series 63, Series 6, Team Leadership, Peer Mentoring, Client Relations Skills, Focus Management, ACS Designation, ALMI Designation
Education
Keller School of Management 2008 — 2011
Master of Business Administration (MBA)
Bethel University 2007 — 2008
Masters of Business Administration
College of Saint Benedict 1997 — 2001
Bachelor's Degree, Management and Communication
Maple Lake High School
Bill Woodhouse, MBA, CPA's Principal Financial Group Experience 2006 - 2008
Job Banking I Commercial Real Estate I Vendor Management
Industry Commercial Real Estate
Experience
Federal Deposit Insurance Corporation 2008 - Present
Principal Financial Group 2006 - 2008
JPMorgan Chase & Co. / Washington Mutual Inc. 2004 - 2006
GE Real Estate 1997 - 2004
Ferguson, Camp & Poll 1993 - 1996
Skills
Loans, Portfolio Management, Credit, Banking, Asset Management, Risk Management, Investments, Valuation, Finance, Underwriting, Loan Origination, Real Estate, Financial Risk, Leadership, Credit Analysis, Asset Managment, Fannie Mae, Procurement, Vendor Management, Dispositions, Contract Negotiation, Budgeting, Forecasting, Process Optimization, Talent Management, Strategic Sourcing, Contract Management, Regulatory Compliance, Due Diligence
Education
Southern Methodist University - Cox School of Business 1996 — 1998
MBA, Finance, Commercial Real Estate
Baylor University - Hankamer School of Business 1987 — 1991
BBA, Accounting
Federal Deposit Insurance Corporation 2008 - Present
Principal Financial Group 2006 - 2008
JPMorgan Chase & Co. / Washington Mutual Inc. 2004 - 2006
GE Real Estate 1997 - 2004
Ferguson, Camp & Poll 1993 - 1996
Skills
Loans, Portfolio Management, Credit, Banking, Asset Management, Risk Management, Investments, Valuation, Finance, Underwriting, Loan Origination, Real Estate, Financial Risk, Leadership, Credit Analysis, Asset Managment, Fannie Mae, Procurement, Vendor Management, Dispositions, Contract Negotiation, Budgeting, Forecasting, Process Optimization, Talent Management, Strategic Sourcing, Contract Management, Regulatory Compliance, Due Diligence
Education
Southern Methodist University - Cox School of Business 1996 — 1998
MBA, Finance, Commercial Real Estate
Baylor University - Hankamer School of Business 1987 — 1991
BBA, Accounting
David Bournival, MBA, AAMS®, AWMA® David Bournival, MBA, AAMS®, AWMA®'s Principal Financial Group Experience October 2010 - Present
Job Senior Financial Services Representative, Princor Registered Representative, Investment Adviser Representative
Industry Financial Services
Experience
Principal Financial Group October 2010 - Present
RBC Wealth Management March 2003 - October 2010
National Quality Review July 2000 - March 2003
Grantham, Mayo, Van Otterloo and Co. November 1999 - January 2000
Putnam Investments January 1997 - July 1999
Bournival Chevrolet-Mazda June 1987 - August 1996
Skills
Asset Allocation, 401 (k), 403 (b), SEP &..., Annuities (Variable &..., Business Continuation..., Business Overhead..., Buy-sell Agreements, Buy-Sell Review, Charitable Giving, College Funding..., Deferred Compensation..., Disability Income..., Estate Palnning, Executive Benefit..., Financial Needs Analysis, Income Protection, Informal Business..., IRAs (Traditional &..., Key Person Insurance, Mutual Funds, Pension Plans, Salary Continuation, Series 6, 7, 63, 66..., Spilt Dollar Plans, Supplemental Retirement..., Survivor Income, Tax-Deferred Savings, Term Life Insurance, Universal Life Insurance, Wealth Accumulation, Whole Life Insurance
Education
The Boston Institute of Finance 2007 — 2008
CFP® certification education., Financial Planning
Boston University Questrom School of Business 1997 — 2000
MBA, Investment Management
Merrimack College 1981 — 1985
BS, Management
Austin Preparatory School 1978 — 1981
The Pike School 1976 — 1978
Principal Financial Group October 2010 - Present
RBC Wealth Management March 2003 - October 2010
National Quality Review July 2000 - March 2003
Grantham, Mayo, Van Otterloo and Co. November 1999 - January 2000
Putnam Investments January 1997 - July 1999
Bournival Chevrolet-Mazda June 1987 - August 1996
Skills
Asset Allocation, 401 (k), 403 (b), SEP &..., Annuities (Variable &..., Business Continuation..., Business Overhead..., Buy-sell Agreements, Buy-Sell Review, Charitable Giving, College Funding..., Deferred Compensation..., Disability Income..., Estate Palnning, Executive Benefit..., Financial Needs Analysis, Income Protection, Informal Business..., IRAs (Traditional &..., Key Person Insurance, Mutual Funds, Pension Plans, Salary Continuation, Series 6, 7, 63, 66..., Spilt Dollar Plans, Supplemental Retirement..., Survivor Income, Tax-Deferred Savings, Term Life Insurance, Universal Life Insurance, Wealth Accumulation, Whole Life Insurance
Education
The Boston Institute of Finance 2007 — 2008
CFP® certification education., Financial Planning
Boston University Questrom School of Business 1997 — 2000
MBA, Investment Management
Merrimack College 1981 — 1985
BS, Management
Austin Preparatory School 1978 — 1981
The Pike School 1976 — 1978
Brian Farrell Brian Farrell's Principal Financial Group Experience January 2006 - October 2008
Job Principal at Northland Real Estate Group
Industry Real Estate
Experience
Northland Real Estate Group October 2014 - Present
The Excelsior Group November 2013 - October 2014
Emmes Asset Management July 2011 - November 2013
Related June 2010 - August 2010
Principal Financial Group January 2006 - October 2008
Skills
Real Estate, Property Management, Real Estate Transactions, Commercial Real Estate, Disposition, Portfolio Management, Acquisitions, Mergers & Acquisitions, Finance, Loans, Budgets, Underwriting, Tenant, Management, CRM, Lease Negotiations, Real Estate Economics, Asset Management, Property, Investment Properties, Valuation
Education
Cornell University 2009 — 2011
MPSRE, Real Esate Finance
LEED 2009 — 2009
Professional, New Construction and Major Renovations
University of Wisconsin-Madison 2002 — 2005
BA, Real Estate and Urban Land Economics
BI Norwegian Business School 2003 — 2003
Bachelor of Science (BS), Business
Northland Real Estate Group October 2014 - Present
The Excelsior Group November 2013 - October 2014
Emmes Asset Management July 2011 - November 2013
Related June 2010 - August 2010
Principal Financial Group January 2006 - October 2008
Skills
Real Estate, Property Management, Real Estate Transactions, Commercial Real Estate, Disposition, Portfolio Management, Acquisitions, Mergers & Acquisitions, Finance, Loans, Budgets, Underwriting, Tenant, Management, CRM, Lease Negotiations, Real Estate Economics, Asset Management, Property, Investment Properties, Valuation
Education
Cornell University 2009 — 2011
MPSRE, Real Esate Finance
LEED 2009 — 2009
Professional, New Construction and Major Renovations
University of Wisconsin-Madison 2002 — 2005
BA, Real Estate and Urban Land Economics
BI Norwegian Business School 2003 — 2003
Bachelor of Science (BS), Business
Megan Heine Megan Heine's Principal Financial Group Experience January 1998 - August 2000
Job Math Teacher at Ankeny Southview Middle School
Industry Education Management
Experience
Ankeny Community School District June 2014 - Present
Ankeny Community School District April 2014 - Present
Heine Family Inc. August 1996 - Present
Ames High School August 2012 - June 2014
Ames High School May 2013 - August 2013
Prairie Ridge Church March 2007 - October 2009
John Deere Financial August 2001 - January 2003
West Des Moines Valley High School August 2000 - June 2001
Principal Financial Group January 1998 - August 2000
Skills
Teaching, Coaching, Public Speaking, Google Docs, Google Apps, Apple, Data Analysis, SQL, Software Documentation, Business Analysis, Process Improvement, Team Leadership, Microsoft Office, Microsoft Excel, Visio, Strategic Planning, Data Modeling, Project Management, Access, Databases, Requirements Analysis, Change Management, Microsoft Word, Data Warehousing, Business Objects, Cognos, System Administration, Team Building, Business Intelligence..., Informatica, Leadership Development, Mathematics Education, PowerPoint
Education
Boise State University 2014 — 2017
Master's degree, Educational/Instructional Technology
Western Illinois University 1995 — 1997
Bachelor's of Science, Mathematics
Ankeny Community School District June 2014 - Present
Ankeny Community School District April 2014 - Present
Heine Family Inc. August 1996 - Present
Ames High School August 2012 - June 2014
Ames High School May 2013 - August 2013
Prairie Ridge Church March 2007 - October 2009
John Deere Financial August 2001 - January 2003
West Des Moines Valley High School August 2000 - June 2001
Principal Financial Group January 1998 - August 2000
Skills
Teaching, Coaching, Public Speaking, Google Docs, Google Apps, Apple, Data Analysis, SQL, Software Documentation, Business Analysis, Process Improvement, Team Leadership, Microsoft Office, Microsoft Excel, Visio, Strategic Planning, Data Modeling, Project Management, Access, Databases, Requirements Analysis, Change Management, Microsoft Word, Data Warehousing, Business Objects, Cognos, System Administration, Team Building, Business Intelligence..., Informatica, Leadership Development, Mathematics Education, PowerPoint
Education
Boise State University 2014 — 2017
Master's degree, Educational/Instructional Technology
Western Illinois University 1995 — 1997
Bachelor's of Science, Mathematics
Courtney ODell Courtney ODell's Principal Financial Group Experience October 2014 - May 2015
Job Business Solutions Analyst at DMI (Digital Management, Inc.)
Industry Government Relations
Experience
DMI (Digital Management, Inc.) June 2015 - Present
Principal Financial Group October 2014 - May 2015
Free People April 2014 - October 2014
Free People May 2013 - March 2014
Free People November 2012 - April 2013
Anthropologie August 2012 - November 2012
The Trinity Forum September 2011 - December 2011
Footprints Behavioral Therapy June 2010 - June 2011
Skills
Writing, public speaking, team development, customer servic, analytical in project..., data supervision, articulate clearly, ability to understand..., quick learner, team player, Sales, Management, Communication, Microsoft Office, Public Speaking, Microsoft Excel, Strategic Planning, Microsoft Word
Education
Biola University 2005 — 2009
Bachelor of Arts (B.A.), Business/Corporate Communications
St. Andrew's Episcopal High School 2002 — 2005
DMI (Digital Management, Inc.) June 2015 - Present
Principal Financial Group October 2014 - May 2015
Free People April 2014 - October 2014
Free People May 2013 - March 2014
Free People November 2012 - April 2013
Anthropologie August 2012 - November 2012
The Trinity Forum September 2011 - December 2011
Footprints Behavioral Therapy June 2010 - June 2011
Skills
Writing, public speaking, team development, customer servic, analytical in project..., data supervision, articulate clearly, ability to understand..., quick learner, team player, Sales, Management, Communication, Microsoft Office, Public Speaking, Microsoft Excel, Strategic Planning, Microsoft Word
Education
Biola University 2005 — 2009
Bachelor of Arts (B.A.), Business/Corporate Communications
St. Andrew's Episcopal High School 2002 — 2005
Rick LeMar Rick LeMar's Principal Financial Group Experience March 2014 - September 2014
Job Investment Consultant at Scottrade
Industry Financial Services
Experience
Scottrade September 2014 - Present
Principal Financial Group March 2014 - September 2014
Chase August 2011 - March 2014
Meridian Chamber of Commerce 2014 - 2014
US Bank October 2009 - August 2011
Foresters Financial Partners February 2004 - October 2009
New York Life Insurance Company / Foresters February 2004 - October 2009
Forethought / Cornerstone February 2003 - February 2004
Nelson's RV / Bodily RV January 2000 - January 2003
Peterson Auto Group January 1995 - January 2000
Skills
Strategic Financial..., Small Business, Investments, Wealth Management, Portfolio Management, Asset Allocation, Mutual Funds, 401k, IRAs, Securities, Insurance, Life Insurance, Term Life Insurance, Fixed Annuities, Long-term Care, Retirement Planning, Retirement, Estate Planning, Financial Services, Finance, Banking, Consumer Lending, Credit, Sales, Coaching, Series 6, Series 63
Education
Boise State University
Borah High
Diploma, General Studies
State of Idaho: State
Series 6 and 63, Insurance
Scottrade September 2014 - Present
Principal Financial Group March 2014 - September 2014
Chase August 2011 - March 2014
Meridian Chamber of Commerce 2014 - 2014
US Bank October 2009 - August 2011
Foresters Financial Partners February 2004 - October 2009
New York Life Insurance Company / Foresters February 2004 - October 2009
Forethought / Cornerstone February 2003 - February 2004
Nelson's RV / Bodily RV January 2000 - January 2003
Peterson Auto Group January 1995 - January 2000
Skills
Strategic Financial..., Small Business, Investments, Wealth Management, Portfolio Management, Asset Allocation, Mutual Funds, 401k, IRAs, Securities, Insurance, Life Insurance, Term Life Insurance, Fixed Annuities, Long-term Care, Retirement Planning, Retirement, Estate Planning, Financial Services, Finance, Banking, Consumer Lending, Credit, Sales, Coaching, Series 6, Series 63
Education
Boise State University
Borah High
Diploma, General Studies
State of Idaho: State
Series 6 and 63, Insurance
Brent Katzberg Brent Katzberg's Principal Financial Group Experience September 1988 - August 2007
Job Registered Paraplanner we help individuals, families, corporate executives, etc. in Retirement Planning
Industry Financial Services
Experience
Capital Investment Management (CIM) December 2009 - Present
Barber Financial Group November 2008 - November 2009
Waddell & Reed October 2007 - November 2008
Principal Financial Group September 1988 - August 2007
Skills
Retirement Planning, Portfolio Management, Investments, Insurance, Venture Capital, Strategic Planning, Microsoft Excel, Small Business, Management, CRM, Marketing Strategy, Public Speaking, Sales Operations, Social Media, Wealth Management, Email Marketing, Social Media Marketing, Series 7, Fixed Income, Mutual Funds, Strategic Financial..., Financial Modeling, Retirement, Asset Allocation, Asset Management, Series 63, Securities, Financial Markets, Series 24, ETFs, FINRA, IRAs, Investment Advisory, Wealth Management..., Series 6, Financial Planners, Separately Managed..., Variable Annuities, Bonds, Wealth, Alternative Investments, High Net Worth..., Retail Banking, Fixed Annuities, Financial Analysis, Investment Strategies, Financial Advisory, Investment Management, Finance
Education
Bellevue University 1990 — 1993
Bachelor of Arts (B.A.), Business Administration and Management, General
Capital Investment Management (CIM) December 2009 - Present
Barber Financial Group November 2008 - November 2009
Waddell & Reed October 2007 - November 2008
Principal Financial Group September 1988 - August 2007
Skills
Retirement Planning, Portfolio Management, Investments, Insurance, Venture Capital, Strategic Planning, Microsoft Excel, Small Business, Management, CRM, Marketing Strategy, Public Speaking, Sales Operations, Social Media, Wealth Management, Email Marketing, Social Media Marketing, Series 7, Fixed Income, Mutual Funds, Strategic Financial..., Financial Modeling, Retirement, Asset Allocation, Asset Management, Series 63, Securities, Financial Markets, Series 24, ETFs, FINRA, IRAs, Investment Advisory, Wealth Management..., Series 6, Financial Planners, Separately Managed..., Variable Annuities, Bonds, Wealth, Alternative Investments, High Net Worth..., Retail Banking, Fixed Annuities, Financial Analysis, Investment Strategies, Financial Advisory, Investment Management, Finance
Education
Bellevue University 1990 — 1993
Bachelor of Arts (B.A.), Business Administration and Management, General
SudhaKiran Madala SudhaKiran Madala's Principal Financial Group Experience 2003 - 2007
Job Web Developer at Wells Fargo Home Mortgage
Industry Information Technology and Services
Experience
Wells Fargo Home Mortgage August 2007 - Present
Principal Financial Group 2003 - 2007
IBM 1999 - 2003
Skills
SQL, JavaScript, Microsoft CRM, WCF, DB2, SQL Server, JSP, Servlets, Visual C#, Oracle, IBM Content Manager, Spring, Struts, AJAX, .NET, Microsoft Dynamics, Hibernate, Vignette Portal
Education
Bangalore University 1991 — 1995
B.E., Computer Science
R. V. College of Engineering, Bangalore 1991 — 1995
B.E, Computer Sciences
KMSM Sai Public School
Nalanda Residential Jr. College
Wells Fargo Home Mortgage August 2007 - Present
Principal Financial Group 2003 - 2007
IBM 1999 - 2003
Skills
SQL, JavaScript, Microsoft CRM, WCF, DB2, SQL Server, JSP, Servlets, Visual C#, Oracle, IBM Content Manager, Spring, Struts, AJAX, .NET, Microsoft Dynamics, Hibernate, Vignette Portal
Education
Bangalore University 1991 — 1995
B.E., Computer Science
R. V. College of Engineering, Bangalore 1991 — 1995
B.E, Computer Sciences
KMSM Sai Public School
Nalanda Residential Jr. College
Laurie Gorick Laurie Gorick's Principal Financial Group Experience February 2008 - March 2013
Job Relationship Manager
Industry Insurance
Experience
Cigna September 2015 - Present
Western & Southern Financial Group March 2014 - September 2015
Mutual of Omaha March 2013 - September 2013
Principal Financial Group February 2008 - March 2013
Channel Fish Processing November 2006 - October 2007
Skills
Employee Benefits, Insurance, Disability Insurance, Health Savings Accounts, Life Insurance, Brokers, Sales, Health Insurance, Leadership, Benefits Administration, Term Life Insurance, Underwriting, Group Insurance, Retirement Planning, Customer Service, Fixed Annuities, Retirement, Workers Compensation, Insurance Brokerage, Training, Management, Team Building, 401k, COBRA, Whole Life, Critical Illness, Flexible Spending..., Life & Health Insurance..., Open Enrollment, Marketing Strategy, System Administration, Project Planning, Time Management, Healthcare, Account Management, Recruiting, Long Term Care Insurance, Accident, Marketing, Medicare, Claim, Health Care Reform, Licensed Life & Health..., crm, Onboarding, Employment Verifications, Charitable Gift Planning, Estate Planning, CRM, Long-term Care
Education
Becker College 2008 — 2009
Bachelor's, Business Administration
Boston University 2006 — 2006
Oceanography, Maritime Studies and Nautical Science
Northeastern University 2003 — 2006
Sea Education Association
Cigna September 2015 - Present
Western & Southern Financial Group March 2014 - September 2015
Mutual of Omaha March 2013 - September 2013
Principal Financial Group February 2008 - March 2013
Channel Fish Processing November 2006 - October 2007
Skills
Employee Benefits, Insurance, Disability Insurance, Health Savings Accounts, Life Insurance, Brokers, Sales, Health Insurance, Leadership, Benefits Administration, Term Life Insurance, Underwriting, Group Insurance, Retirement Planning, Customer Service, Fixed Annuities, Retirement, Workers Compensation, Insurance Brokerage, Training, Management, Team Building, 401k, COBRA, Whole Life, Critical Illness, Flexible Spending..., Life & Health Insurance..., Open Enrollment, Marketing Strategy, System Administration, Project Planning, Time Management, Healthcare, Account Management, Recruiting, Long Term Care Insurance, Accident, Marketing, Medicare, Claim, Health Care Reform, Licensed Life & Health..., crm, Onboarding, Employment Verifications, Charitable Gift Planning, Estate Planning, CRM, Long-term Care
Education
Becker College 2008 — 2009
Bachelor's, Business Administration
Boston University 2006 — 2006
Oceanography, Maritime Studies and Nautical Science
Northeastern University 2003 — 2006
Sea Education Association
Linda Polzin Linda Polzin's Principal Financial Group Experience February 2004 - December 2007
Job Enrollment Coordinator at CIGNA Healthcare
Industry Insurance
Experience
CIGNA Healthcare April 2013 - Present
CIGNA Healthcare November 2010 - April 2013
Aon Consulting December 2008 - October 2010
Mutual of Omaha December 2007 - October 2008
Principal Financial Group February 2004 - December 2007
Principal Financial Group February 2004 - August 2004
Skills
Microsoft Excel, PowerPoint, Adobe Acrobat, Microsoft Word, Project Management, Microsoft Office, Salesforce.com, SharePoint, 10 Key, CPT, ICD-9, Employee Benefits, Training, Insurance, Healthcare, Life Insurance, Process Improvement, Management, Human Resources, Call Centers, Health Savings Accounts
Education
Bellevue University 2008 — 2010
MA, Leadership
Bellevue University 2003 — 2007
BS, Management
Bellevue University
MBA
CIGNA Healthcare April 2013 - Present
CIGNA Healthcare November 2010 - April 2013
Aon Consulting December 2008 - October 2010
Mutual of Omaha December 2007 - October 2008
Principal Financial Group February 2004 - December 2007
Principal Financial Group February 2004 - August 2004
Skills
Microsoft Excel, PowerPoint, Adobe Acrobat, Microsoft Word, Project Management, Microsoft Office, Salesforce.com, SharePoint, 10 Key, CPT, ICD-9, Employee Benefits, Training, Insurance, Healthcare, Life Insurance, Process Improvement, Management, Human Resources, Call Centers, Health Savings Accounts
Education
Bellevue University 2008 — 2010
MA, Leadership
Bellevue University 2003 — 2007
BS, Management
Bellevue University
MBA
Brett Stiles Brett Stiles's Principal Financial Group Experience January 2014 - March 2015
Job Client Service Associate
Industry Financial Services
Experience
Principal March 2015 - Present
Principal Financial Group January 2014 - March 2015
United Way of Central Iowa September 2013 - November 2013
Food Bank of Siouxland, Inc. March 2013 - August 2013
Sterling Jewelers September 2012 - March 2013
Applebee's January 2008 - October 2012
Skills
Customer Service, Sales, Photoshop, Fundraising, Team Building, Team Leadership, Troubleshooting, Public Speaking, Graphic Design, Nonprofits, Community Outreach, Game Development, Call Center, Qualified Retirement..., Series 6, Investments, Administration, 401k, Microsoft Word, Event Planning, Strategic Planning, Leadership, Microsoft Office
Education
Bellevue University 2011 — 2013
Bachelor's degree, Human Service and Social Administration
Western Iowa Tech 2009 — 2011
Associate of Arts and Sciences (A.A.S.), Game Development
Principal March 2015 - Present
Principal Financial Group January 2014 - March 2015
United Way of Central Iowa September 2013 - November 2013
Food Bank of Siouxland, Inc. March 2013 - August 2013
Sterling Jewelers September 2012 - March 2013
Applebee's January 2008 - October 2012
Skills
Customer Service, Sales, Photoshop, Fundraising, Team Building, Team Leadership, Troubleshooting, Public Speaking, Graphic Design, Nonprofits, Community Outreach, Game Development, Call Center, Qualified Retirement..., Series 6, Investments, Administration, 401k, Microsoft Word, Event Planning, Strategic Planning, Leadership, Microsoft Office
Education
Bellevue University 2011 — 2013
Bachelor's degree, Human Service and Social Administration
Western Iowa Tech 2009 — 2011
Associate of Arts and Sciences (A.A.S.), Game Development
Rodney E. Thornton Rodney E. Thornton's Principal Financial Group Experience March 1978 - Present
Job Senior Financial Services Representative
Industry Insurance
Experience
Principal Financial Group March 1978 - Present
Skills
Life Insurance, Survivor Income, Estate Planning, Asset Allocation, Mutual Funds, Disability Income..., Annuities [ Fixed and..., Business Continuation..., Buy Sell Agreements, Deferred Compensation..., Key Person Insurance, Tax Deferred Savings, Pension Plans, Executive Benefit..., 401{k}, SEP&Simple IRA's, Salary Continuation, Informal Business..., Supplemental Retirement...
Education
Bowling Green State University 1968 — 1972
BSBA, Accounting
Principal Financial Group March 1978 - Present
Skills
Life Insurance, Survivor Income, Estate Planning, Asset Allocation, Mutual Funds, Disability Income..., Annuities [ Fixed and..., Business Continuation..., Buy Sell Agreements, Deferred Compensation..., Key Person Insurance, Tax Deferred Savings, Pension Plans, Executive Benefit..., 401{k}, SEP&Simple IRA's, Salary Continuation, Informal Business..., Supplemental Retirement...
Education
Bowling Green State University 1968 — 1972
BSBA, Accounting
Jason Bowie, CFP®, ChFC® Jason Bowie, CFP®, ChFC®'s Principal Financial Group Experience February 2001 - Present
Job Director NQ Consulting & Investment Svcs, the Principal Financial Group, Princor Registered Representative
Industry Financial Services
Experience
Principal Financial Group February 2001 - Present
BNY Mellon June 1998 - February 2001
Skills
Non-Qualified Deferred..., Qualified Retirement..., Corporate Consulting, Mutual Funds, Life Insurance, Institutional Sales, Sales Presentations, Institutional Relations, Institutional..., Cross-functional Team..., Leadership Development, Human Capital Management, Strategic Planning, Escalations Management, Sales Engineering, Financial Planning, Financial Modeling, Experienced Speaker, Suitability, Regulatory Compliance
Education
State University of New York at Binghamton 1994 — 1998
Bachelor of Science (B.S.), Finance, General
Principal Financial Group February 2001 - Present
BNY Mellon June 1998 - February 2001
Skills
Non-Qualified Deferred..., Qualified Retirement..., Corporate Consulting, Mutual Funds, Life Insurance, Institutional Sales, Sales Presentations, Institutional Relations, Institutional..., Cross-functional Team..., Leadership Development, Human Capital Management, Strategic Planning, Escalations Management, Sales Engineering, Financial Planning, Financial Modeling, Experienced Speaker, Suitability, Regulatory Compliance
Education
State University of New York at Binghamton 1994 — 1998
Bachelor of Science (B.S.), Finance, General
Gloria Bowman-Woods Gloria Bowman-Woods's Principal Financial Group Experience January 1991 - January 1993
Job Former stay at home mom, military spouse and student
Industry Executive Office
Experience
Construction Masters Inc. July 2007 - April 2008
Principal Financial Group January 1991 - January 1993
Pan American Bank NA NCNB Bank of Florida January 1986 - January 1987
Bank of Palm Beach & Trust January 1985 - January 1986
Education
The University of Southern Mississippi 2004 — 2007
Criminal Justice
Boise State University
The University of New Mexico
Construction Masters Inc. July 2007 - April 2008
Principal Financial Group January 1991 - January 1993
Pan American Bank NA NCNB Bank of Florida January 1986 - January 1987
Bank of Palm Beach & Trust January 1985 - January 1986
Education
The University of Southern Mississippi 2004 — 2007
Criminal Justice
Boise State University
The University of New Mexico
Ronald N. Langston Ronald N. Langston's Principal Financial Group Experience 1992 - 1994
Job Principal Consultant at Langston Global Enterprises
Industry Management Consulting
Experience
Butler University December 2012 - Present
Langston Global Enterprises, LLC February 2009 - Present
Langston Global Enterprises, LLC February 2009 - Present
Villanova School of Business January 2011 - May 2014
United Negro College Fund Special Program Corporation (UNCFSP) October 2012 - January 2014
Minority Business Development Agency March 2001 - January 2009
EMCO Manufacturing June 1998 - December 1999
Principal Financial Group 1992 - 1994
Des Moines Chamber of Commerce 1984 - 1989
Skills
Non-profits, Fundraising, Community Outreach, Strategic Thinker, Team Leadership, Strategy, Training, Nonprofits, Analysis, Proposal Writing, Marketing Communications, International Relations, Grant Writing, Marketing, Research, Budgets, Community Development, Grants, Program Development, Coalitions, Grassroots Organizing, Program Evaluation, Political Campaigns, Volunteer Management, Workshop Facilitation, Political Consulting, Leadership, Public Speaking, Strategic Planning, Government, Public Relations, Management, Policy, Leadership Development, Economic Development, Change Management, Politics, Organizational..., Team Building, Business Strategy, Entrepreneurship, Business Development, Public Policy, Program Management, Start-ups, Policy Analysis, Marketing Strategy
Education
Harvard University Kennedy School of Government 1990 — 1991
MPA, Public Policy
Baruch College, City University of New York (CUNY) 1989 — 1990
MPA, Administrative Management
Dartmouth College - The Tuck School of Business at Dartmouth
Minority Business Enterprise Program Certificate, Entrepreneurial and Small Business Operations
Hackensack High School
HS Diploma
University of Iowa
B.A, Political Science
Butler University December 2012 - Present
Langston Global Enterprises, LLC February 2009 - Present
Langston Global Enterprises, LLC February 2009 - Present
Villanova School of Business January 2011 - May 2014
United Negro College Fund Special Program Corporation (UNCFSP) October 2012 - January 2014
Minority Business Development Agency March 2001 - January 2009
EMCO Manufacturing June 1998 - December 1999
Principal Financial Group 1992 - 1994
Des Moines Chamber of Commerce 1984 - 1989
Skills
Non-profits, Fundraising, Community Outreach, Strategic Thinker, Team Leadership, Strategy, Training, Nonprofits, Analysis, Proposal Writing, Marketing Communications, International Relations, Grant Writing, Marketing, Research, Budgets, Community Development, Grants, Program Development, Coalitions, Grassroots Organizing, Program Evaluation, Political Campaigns, Volunteer Management, Workshop Facilitation, Political Consulting, Leadership, Public Speaking, Strategic Planning, Government, Public Relations, Management, Policy, Leadership Development, Economic Development, Change Management, Politics, Organizational..., Team Building, Business Strategy, Entrepreneurship, Business Development, Public Policy, Program Management, Start-ups, Policy Analysis, Marketing Strategy
Education
Harvard University Kennedy School of Government 1990 — 1991
MPA, Public Policy
Baruch College, City University of New York (CUNY) 1989 — 1990
MPA, Administrative Management
Dartmouth College - The Tuck School of Business at Dartmouth
Minority Business Enterprise Program Certificate, Entrepreneurial and Small Business Operations
Hackensack High School
HS Diploma
University of Iowa
B.A, Political Science
Jennifer Aho Jennifer Aho's Principal Financial Group Experience November 2014 - Present
Job Business Coordinator II at Principal Financial Group
Industry Airlines/Aviation
Experience
Principal Financial Group November 2014 - Present
Air Wisconsin Airlines March 2009 - November 2014
International Union of Operating Engineers 2006 - 2009
VF Corporation 2005 - 2006
Bay de Noc Community College 2004 - 2005
Skills
Microsoft Office, Outlook, Access, Customer Service, Process Improvement, Microsoft Excel, Team Building, Microsoft Word, PowerPoint, SharePoint, Budgets, Airlines, Software Documentation, Leadership
Education
Bay de Noc Community College 2005 — 2005
N/A
Gogebic Community College 1994 — 1996
AAS
Principal Financial Group November 2014 - Present
Air Wisconsin Airlines March 2009 - November 2014
International Union of Operating Engineers 2006 - 2009
VF Corporation 2005 - 2006
Bay de Noc Community College 2004 - 2005
Skills
Microsoft Office, Outlook, Access, Customer Service, Process Improvement, Microsoft Excel, Team Building, Microsoft Word, PowerPoint, SharePoint, Budgets, Airlines, Software Documentation, Leadership
Education
Bay de Noc Community College 2005 — 2005
N/A
Gogebic Community College 1994 — 1996
AAS
Siva Palanisamy's Principal Financial Group Experience April 2003 - November 2003
Job Sr Software Engineer at eBay Inc
Industry Computer Software
Experience
eBay Inc November 2011 - Present
NetSpend June 2008 - October 2011
Visa Inc January 2004 - June 2008
Principal Financial Group April 2003 - November 2003
Jones Cyber Solutions March 2001 - March 2003
Qwest Communications December 1999 - February 2000
Education
Center for the Development of Advanced Computing (C-DAC) 1996 — 1997
DAC, Advance Computing
National Institute of Technology Tiruchirappalli 1993 — 1995
University of Madras 1989 — 1992
B.Sc, Applied Science
Bharathiar University
eBay Inc November 2011 - Present
NetSpend June 2008 - October 2011
Visa Inc January 2004 - June 2008
Principal Financial Group April 2003 - November 2003
Jones Cyber Solutions March 2001 - March 2003
Qwest Communications December 1999 - February 2000
Education
Center for the Development of Advanced Computing (C-DAC) 1996 — 1997
DAC, Advance Computing
National Institute of Technology Tiruchirappalli 1993 — 1995
University of Madras 1989 — 1992
B.Sc, Applied Science
Bharathiar University
Jason Matz's Principal Financial Group Experience 1996 - 1998
Job Chief Investment Officer at Carleton College
Industry Investment Management
Experience
Carleton College May 2004 - Present
Jeffrey Slocum & Associates 2003 - 2004
Minnesota State Board of Investment 1998 - 2003
Principal Financial Group 1996 - 1998
Skills
Alternative Investments, Asset Allocation, Hedge Funds, Investments, Asset Managment, Investment Strategies, Private Equity, Portfolio Management, Investment Management, Endowments, Fixed Income, Equities, Asset Management, Financial Modeling, Due Diligence, Bloomberg, Securities, Equity Research, Venture Capital, Emerging Markets, Quantitative Analytics, Corporate Finance
Education
University of Minnesota - Carlson School of Management 1999 — 2001
MBA, Finance
Boston University Questrom School of Business 1990 — 1994
BSBA, Finance
Carleton College May 2004 - Present
Jeffrey Slocum & Associates 2003 - 2004
Minnesota State Board of Investment 1998 - 2003
Principal Financial Group 1996 - 1998
Skills
Alternative Investments, Asset Allocation, Hedge Funds, Investments, Asset Managment, Investment Strategies, Private Equity, Portfolio Management, Investment Management, Endowments, Fixed Income, Equities, Asset Management, Financial Modeling, Due Diligence, Bloomberg, Securities, Equity Research, Venture Capital, Emerging Markets, Quantitative Analytics, Corporate Finance
Education
University of Minnesota - Carlson School of Management 1999 — 2001
MBA, Finance
Boston University Questrom School of Business 1990 — 1994
BSBA, Finance
Tom Sawyer RPA,CEBS,CFEI's Principal Financial Group Experience March 2005 - September 2006
Job Sales Consultant at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions September 2006 - Present
Principal Financial Group March 2005 - September 2006
Bank of America August 2003 - March 2005
Guardian Life Insurance October 2001 - August 2003
John Hancock June 2000 - September 2001
John Hancock November 1998 - June 2000
Putnam Investments September 1997 - November 1998
Skills
Series 6, Series 7, Series 63, Series 65, Mutual Funds, Banking, 401k, Retirement, Defined Benefit, Retirement Plan..., Defined Contribution, 403(b), NQDC, CEBS, RPA, Non-Qualified Deferred..., Financial Advisory, Investments, Relationship Management, Fixed Annuities, Retirement Planning, Financial Planning
Education
Boston College 1993 — 1997
BS, Business/Marketing
Bishop Feehan 1989 — 1993
HS
University of Pennsylvania - The Wharton School
CEBS Designation & RPA Designation
Transamerica Retirement Solutions September 2006 - Present
Principal Financial Group March 2005 - September 2006
Bank of America August 2003 - March 2005
Guardian Life Insurance October 2001 - August 2003
John Hancock June 2000 - September 2001
John Hancock November 1998 - June 2000
Putnam Investments September 1997 - November 1998
Skills
Series 6, Series 7, Series 63, Series 65, Mutual Funds, Banking, 401k, Retirement, Defined Benefit, Retirement Plan..., Defined Contribution, 403(b), NQDC, CEBS, RPA, Non-Qualified Deferred..., Financial Advisory, Investments, Relationship Management, Fixed Annuities, Retirement Planning, Financial Planning
Education
Boston College 1993 — 1997
BS, Business/Marketing
Bishop Feehan 1989 — 1993
HS
University of Pennsylvania - The Wharton School
CEBS Designation & RPA Designation
Dawn Sterland's Principal Financial Group Experience 1983 - 1995
Job Natl Sales Manager
Industry Insurance
Experience
Christian Brothers Services March 2014 - Present
Aon Corporation June 2009 - November 2013
Celtic Insurance Company June 2003 - June 2009
United Healthcare 1996 - 2003
Principal Financial Group 1983 - 1995
Skills
Health Insurance, Insurance, Employee Benefits, Underwriting, Medicare, Strategic Planning, Account Management, Business Development, Managed Care, Claim, Process Improvement, New Business Development, Brokers, Sales, Management, Risk Management, Executive Management, Training, Leadership
Education
Benedictine University
MBA, Concentration Healthcare MGMT
Christian Brothers Services March 2014 - Present
Aon Corporation June 2009 - November 2013
Celtic Insurance Company June 2003 - June 2009
United Healthcare 1996 - 2003
Principal Financial Group 1983 - 1995
Skills
Health Insurance, Insurance, Employee Benefits, Underwriting, Medicare, Strategic Planning, Account Management, Business Development, Managed Care, Claim, Process Improvement, New Business Development, Brokers, Sales, Management, Risk Management, Executive Management, Training, Leadership
Education
Benedictine University
MBA, Concentration Healthcare MGMT
Ben Keith's Principal Financial Group Experience January 2008 - June 2009
Job Regional Director of Sales at Granite Retirement Services
Industry Financial Services
Experience
Granite Retirement Services April 2015 - Present
Curian Capital December 2010 - March 2015
Music City Business Solutions, Inc. 2010 - January 2011
Principal Financial Group January 2008 - June 2009
Synergy Investment Group 2006 - 2008
Ameriprise Financial 2004 - 2006
Skills
Retirement Planning, Series 7, Investments, Training, Financial Advisory, Mutual Funds, Alternative Investments, Strategic Financial..., Retirement, Asset Management, 401k, Series 63, Sales, FINRA, Portfolio Management, Financial Services, Employee Benefits, Securities, Series 24, Finance, Management, Financial Planning
Education
Belmont University 1997 — 2001
Bachelor of Business Administration (BBA)
Granite Retirement Services April 2015 - Present
Curian Capital December 2010 - March 2015
Music City Business Solutions, Inc. 2010 - January 2011
Principal Financial Group January 2008 - June 2009
Synergy Investment Group 2006 - 2008
Ameriprise Financial 2004 - 2006
Skills
Retirement Planning, Series 7, Investments, Training, Financial Advisory, Mutual Funds, Alternative Investments, Strategic Financial..., Retirement, Asset Management, 401k, Series 63, Sales, FINRA, Portfolio Management, Financial Services, Employee Benefits, Securities, Series 24, Finance, Management, Financial Planning
Education
Belmont University 1997 — 2001
Bachelor of Business Administration (BBA)
Bo Crawford, CFP's Principal Financial Group Experience May 2012 - Present
Job Senior Financial Advisor at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group May 2012 - Present
Allstate Financial Services, LLC June 2005 - May 2012
Southwest Insurance Group, LLC July 2003 - April 2005
AXA Advisors, LLC July 2000 - August 2003
Principal Financial Group July 1995 - June 2000
Education
Birmingham-Southern College 1989 — 1994
BS, Economics
Principal Financial Group May 2012 - Present
Allstate Financial Services, LLC June 2005 - May 2012
Southwest Insurance Group, LLC July 2003 - April 2005
AXA Advisors, LLC July 2000 - August 2003
Principal Financial Group July 1995 - June 2000
Education
Birmingham-Southern College 1989 — 1994
BS, Economics
Paula Smith HIA's Principal Financial Group Experience April 1990 - March 2004
Job Continuous Quality Improvement Consultant at Lincoln Financial Group
Industry Insurance
Experience
Lincoln Financial Group November 2013 - Present
Lincoln Financial Group October 2013 - January 2015
Lincoln Financial Group August 2012 - October 2013
Lincoln Financial Group March 2004 - September 2012
Principal Financial Group April 1990 - March 2004
Skills
Process Improvement, Insurance, Quality Assurance, Employee Benefits, Risk Management, Customer Service, Analysis, Business Analysis, Health Insurance, SDLC, Vendor Management, Training, Disability Insurance, Change Management, Performance Management, Six Sigma, New Business..., Continuous Improvement, Lean Thinking, FMLA, People Development, Young Professionals, Organizational..., Discover Excellence -..., Call Center performance, Team Mentoring, Business Continuity, Continuous Process..., Culture Change, Policy Analysis, Lean Operations, Lean Six Sigma, Business Process..., Privacy Compliance, Privacy Protection, Privacy Regulations, Privacy Issues, Green Belt, DMAIC, Black Belt
Education
Bellevue University 2002 — 2005
Bachelor of Science, Business Administration in Technical Studies
Westside High School 1983 — 1986
Business with College Prep, Business
Westbrook Junior High
Lincoln Financial Group November 2013 - Present
Lincoln Financial Group October 2013 - January 2015
Lincoln Financial Group August 2012 - October 2013
Lincoln Financial Group March 2004 - September 2012
Principal Financial Group April 1990 - March 2004
Skills
Process Improvement, Insurance, Quality Assurance, Employee Benefits, Risk Management, Customer Service, Analysis, Business Analysis, Health Insurance, SDLC, Vendor Management, Training, Disability Insurance, Change Management, Performance Management, Six Sigma, New Business..., Continuous Improvement, Lean Thinking, FMLA, People Development, Young Professionals, Organizational..., Discover Excellence -..., Call Center performance, Team Mentoring, Business Continuity, Continuous Process..., Culture Change, Policy Analysis, Lean Operations, Lean Six Sigma, Business Process..., Privacy Compliance, Privacy Protection, Privacy Regulations, Privacy Issues, Green Belt, DMAIC, Black Belt
Education
Bellevue University 2002 — 2005
Bachelor of Science, Business Administration in Technical Studies
Westside High School 1983 — 1986
Business with College Prep, Business
Westbrook Junior High
Suzie Carrazza's Principal Financial Group Experience January 2009 - December 2013
Job Sales Executive at Aetna
Industry Insurance
Experience
Aetna December 2013 - Present
Principal Financial Group January 2009 - December 2013
The Hartford December 2007 - December 2008
IKON May 2003 - November 2007
Skills
Sales, Salesforce.com, Account Management, Health Insurance
Education
Boston College 1998 — 2002
Aetna December 2013 - Present
Principal Financial Group January 2009 - December 2013
The Hartford December 2007 - December 2008
IKON May 2003 - November 2007
Skills
Sales, Salesforce.com, Account Management, Health Insurance
Education
Boston College 1998 — 2002
Carson Luger's Principal Financial Group Experience February 2008 - Present
Job IT BA at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group February 2008 - Present
Education
Bowling Green State University 1997 — 2001
Principal Financial Group February 2008 - Present
Education
Bowling Green State University 1997 — 2001
Faith Pridmore's Principal Financial Group Experience Registered RepresentativePrincipal Financial GroupAugust 2005 - Present
Job Registered Representative at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group Registered RepresentativePrincipal Financial GroupAugust 2005 - Present
Education
Barry University 1967 — 1969
BA, English Literature
Principal Financial Group Registered RepresentativePrincipal Financial GroupAugust 2005 - Present
Education
Barry University 1967 — 1969
BA, English Literature
Jodie Chhabra's Principal Financial Group Experience January 2002 - November 2005
Job Sr Consultant at AbbVie
Industry Information Technology and Services
Experience
AbbVie March 2013 - Present
The Pampered Chef January 2012 - October 2012
Catalyst Rx November 2011 - January 2012
US Cellular-Answer Wireless February 2011 - October 2011
McDonald's Corporation January 2010 - February 2011
Rock Solid Consulting/ CVS Caremark 2009 - January 2010
Uline January 2008 - September 2008
Sears Holdings Corporation June 2006 - December 2007
Vedavis Inc 2005 - 2007
Principal Financial Group January 2002 - November 2005
Skills
Business Analysis, SDLC, Software Documentation, Change Management, Process Improvement, Requirements Gathering, Project Management, Access, SQL, Leadership, Troubleshooting, Testing, Training, Management, PeopleSoft
Education
Western Illinois University 1998 — 2000
Baruch College, City University of New York (CUNY) 1994 — 1997
BBA, Computer Information Systems
John Bowne High School
AbbVie March 2013 - Present
The Pampered Chef January 2012 - October 2012
Catalyst Rx November 2011 - January 2012
US Cellular-Answer Wireless February 2011 - October 2011
McDonald's Corporation January 2010 - February 2011
Rock Solid Consulting/ CVS Caremark 2009 - January 2010
Uline January 2008 - September 2008
Sears Holdings Corporation June 2006 - December 2007
Vedavis Inc 2005 - 2007
Principal Financial Group January 2002 - November 2005
Skills
Business Analysis, SDLC, Software Documentation, Change Management, Process Improvement, Requirements Gathering, Project Management, Access, SQL, Leadership, Troubleshooting, Testing, Training, Management, PeopleSoft
Education
Western Illinois University 1998 — 2000
Baruch College, City University of New York (CUNY) 1994 — 1997
BBA, Computer Information Systems
John Bowne High School
Suzanne Vocal's Principal Financial Group Experience June 2010 - April 2011
Job Life Underwriting at ING
Industry Financial Services
Experience
ING April 2011 - Present
Principal Financial Group June 2010 - April 2011
Principal Financial Group September 2006 - July 2010
State Farm Insurance January 2000 - September 2006
Skills
Leadership, Underwriting, Management, 401k, Research, Strategy, Life Insurance, Policy, Business Analysis, Insurance, Mutual Funds, Financial Analysis, Risk Management
Education
The University of Texas at Austin 2003 — 2005
MBA
Baylor University 1996 — 1999
BBA, Marketing, Management
Pflugerville HS
ING April 2011 - Present
Principal Financial Group June 2010 - April 2011
Principal Financial Group September 2006 - July 2010
State Farm Insurance January 2000 - September 2006
Skills
Leadership, Underwriting, Management, 401k, Research, Strategy, Life Insurance, Policy, Business Analysis, Insurance, Mutual Funds, Financial Analysis, Risk Management
Education
The University of Texas at Austin 2003 — 2005
MBA
Baylor University 1996 — 1999
BBA, Marketing, Management
Pflugerville HS
Kathy Finney, Broker at Miller Laine Properties's Principal Financial Group Experience September 1990 - March 2006
Job 2063005663
Industry Real Estate
Experience
Kathy.Finney@millerlaine.com March 2012 - Present
Liberty Road Foundation and Olive Crest 2010 - Present
Politics 1995 - January 2015
Purse-Son-Ality 2006 - 2010
Keller Williams Realty January 2004 - June 2009
Morris Management April 2005 - June 2006
Principal Financial Group September 1990 - March 2006
First Choice Health June 1996 - February 2000
Skills
First Time Home Buyers, New Home Sales, Negotiation, Property Management, Listings, Marketing, Home Staging, Budgets, Entrepreneurship, Real Estate, Sellers, Investment Properties, Short Sales, Foreclosures, Selling, Investors, REO, Residential Homes, Real Estate Transactions, Referrals, Property, Contract Negotiation, Condos, Sales, Customer Service, Small Business, Luxury Specialist, Single Family Homes, Relocation, Buyer Representation, Luxury, Management, Buyers
Education
Charfen Institute 2012 — 2015
Certified Distressed Property Expert, Project Management
Bellevue College 2009 — 2009
Certificate, Project Management
Keller Williams Education 2004 — 2009
Certificate, Business Planning, Lead Generation, and MREA Certificates
Ninja Sales Training 2006 — 2007
intensive business training and coaching
Community Association Institute 2006 — 2006
M100 Certification, CMCA - Certified Manager of Community Associations
NBC-CMCA 2005 — 2006
CMCA (Certified Manager of Community Associations) designation, Association Managment
American College of Financial Services 1991 — 1993
Certificate, Financial Palnning
Principal Education 1991 — 1993
Advanced Customer Relations Cert; Advanced Sales Training Cert, Insurance
Seattle Central College 1979 — 1984
Accounting and Finance
Kathy.Finney@millerlaine.com March 2012 - Present
Liberty Road Foundation and Olive Crest 2010 - Present
Politics 1995 - January 2015
Purse-Son-Ality 2006 - 2010
Keller Williams Realty January 2004 - June 2009
Morris Management April 2005 - June 2006
Principal Financial Group September 1990 - March 2006
First Choice Health June 1996 - February 2000
Skills
First Time Home Buyers, New Home Sales, Negotiation, Property Management, Listings, Marketing, Home Staging, Budgets, Entrepreneurship, Real Estate, Sellers, Investment Properties, Short Sales, Foreclosures, Selling, Investors, REO, Residential Homes, Real Estate Transactions, Referrals, Property, Contract Negotiation, Condos, Sales, Customer Service, Small Business, Luxury Specialist, Single Family Homes, Relocation, Buyer Representation, Luxury, Management, Buyers
Education
Charfen Institute 2012 — 2015
Certified Distressed Property Expert, Project Management
Bellevue College 2009 — 2009
Certificate, Project Management
Keller Williams Education 2004 — 2009
Certificate, Business Planning, Lead Generation, and MREA Certificates
Ninja Sales Training 2006 — 2007
intensive business training and coaching
Community Association Institute 2006 — 2006
M100 Certification, CMCA - Certified Manager of Community Associations
NBC-CMCA 2005 — 2006
CMCA (Certified Manager of Community Associations) designation, Association Managment
American College of Financial Services 1991 — 1993
Certificate, Financial Palnning
Principal Education 1991 — 1993
Advanced Customer Relations Cert; Advanced Sales Training Cert, Insurance
Seattle Central College 1979 — 1984
Accounting and Finance
Mustafa Sagun's Principal Financial Group Experience August 2000 - Present
Job Chief Investment Officer, Equities at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group August 2000 - Present
PNC Financial Services Group 1996 - 2000
Salomon Brothers 1995 - 1996
university of south florida 1994 - 1995
Skills
Portfolio Management
Education
University of South Florida 1991 — 1994
Ph.D., Finance
University of South Florida 1989 — 1991
MS, Economics
Boğaziçi University 1984 — 1988
BS, Electrical Engineering
Principal Financial Group August 2000 - Present
PNC Financial Services Group 1996 - 2000
Salomon Brothers 1995 - 1996
university of south florida 1994 - 1995
Skills
Portfolio Management
Education
University of South Florida 1991 — 1994
Ph.D., Finance
University of South Florida 1989 — 1991
MS, Economics
Boğaziçi University 1984 — 1988
BS, Electrical Engineering
Monica Davis Currie's Principal Financial Group Experience June 2015 - Present
Job Account Executive, Principal Financial Group
Industry Insurance
Experience
Principal Financial Group June 2015 - Present
Reliance Standard June 2013 - June 2015
MacCorkle Insurance Service January 2012 - April 2013
Health Net October 2004 - January 2012
CIGNA Healthcare August 2001 - October 2004
McClier May 1999 - August 2001
Skills
Brokers, Marketing, Negotiation, Data Analysis, Insurance, Employee Benefits, New Business Development, Health Insurance, Strategic Planning, Healthcare, Microsoft Excel, Account Management, Claim, Underwriting, Medicare, Risk Management, Workers Compensation, Health Savings Accounts, Managed Care, HMO, Term Life Insurance, Benefits Administration, Life Insurance, Disability Insurance, Management, General Insurance, Claims Management, Process Improvement, Leadership, PPO, COBRA, Health Care Reform, Strategy, Customer Service, Training, Team Building
Education
Boston University 1993 — 1996
Bachelor of Science, Communication
Hofstra University 1992 — 1993
n/a, Communications
Principal Financial Group June 2015 - Present
Reliance Standard June 2013 - June 2015
MacCorkle Insurance Service January 2012 - April 2013
Health Net October 2004 - January 2012
CIGNA Healthcare August 2001 - October 2004
McClier May 1999 - August 2001
Skills
Brokers, Marketing, Negotiation, Data Analysis, Insurance, Employee Benefits, New Business Development, Health Insurance, Strategic Planning, Healthcare, Microsoft Excel, Account Management, Claim, Underwriting, Medicare, Risk Management, Workers Compensation, Health Savings Accounts, Managed Care, HMO, Term Life Insurance, Benefits Administration, Life Insurance, Disability Insurance, Management, General Insurance, Claims Management, Process Improvement, Leadership, PPO, COBRA, Health Care Reform, Strategy, Customer Service, Training, Team Building
Education
Boston University 1993 — 1996
Bachelor of Science, Communication
Hofstra University 1992 — 1993
n/a, Communications
Jeff Davide's Principal Financial Group Experience May 2007 - September 2012
Job Voluntary Sales Manager at The Hartford
Industry Insurance
Experience
The Hartford February 2014 - Present
Allstate Benefits September 2012 - January 2014
Principal Financial Group May 2007 - September 2012
AIG April 2006 - April 2007
Aetna April 2004 - March 2006
MetLife September 2002 - March 2004
Skills
Employee Benefits, Life Insurance, Insurance, Health Insurance, Disability Insurance, Term Life Insurance, Critical Illness, Accident, Voluntary Employee..., Group Insurance, Sales, Universal Life
Education
Boston College 1995 — 1999
Bachelor, Finance
The Hartford February 2014 - Present
Allstate Benefits September 2012 - January 2014
Principal Financial Group May 2007 - September 2012
AIG April 2006 - April 2007
Aetna April 2004 - March 2006
MetLife September 2002 - March 2004
Skills
Employee Benefits, Life Insurance, Insurance, Health Insurance, Disability Insurance, Term Life Insurance, Critical Illness, Accident, Voluntary Employee..., Group Insurance, Sales, Universal Life
Education
Boston College 1995 — 1999
Bachelor, Finance
Kristen Wolthausen Frame's Principal Financial Group Experience January 2007 - Present
Job Manager Worksite Solutions at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group January 2007 - Present
Principal Financial Group August 2004 - December 2007
Principal Financial Group March 2004 - August 2004
Principal Financial Group August 2003 - March 2004
Principal Financial Group June 2002 - August 2003
Principal Financial Group June 1998 - June 2002
Skills
Series 24, Series 7, Series 63, Series 65
Education
Boston University Questrom School of Business 2001 — 2007
MBA
Boston College 1994 — 1998
BS, Finance, Marketing
Principal Financial Group January 2007 - Present
Principal Financial Group August 2004 - December 2007
Principal Financial Group March 2004 - August 2004
Principal Financial Group August 2003 - March 2004
Principal Financial Group June 2002 - August 2003
Principal Financial Group June 1998 - June 2002
Skills
Series 24, Series 7, Series 63, Series 65
Education
Boston University Questrom School of Business 2001 — 2007
MBA
Boston College 1994 — 1998
BS, Finance, Marketing
Billy Adamowski's Principal Financial Group Experience May 2009 - Present
Job Software Developer at Principal Financial Group
Industry Computer Software
Experience
Principal Financial Group May 2009 - Present
Skills
SQL, Java, XML, Agile Methodologies, Software Development, Spring, JavaScript, Java Enterprise Edition, Web Services, Eclipse, SDLC, DB2, Scrum
Education
Iowa State University 2006 — 2010
BS, Computer Science
Belmont University
Principal Financial Group May 2009 - Present
Skills
SQL, Java, XML, Agile Methodologies, Software Development, Spring, JavaScript, Java Enterprise Edition, Web Services, Eclipse, SDLC, DB2, Scrum
Education
Iowa State University 2006 — 2010
BS, Computer Science
Belmont University
Jolene Erickson's Principal Financial Group Experience July 1998 - April 2014
Job Senior Marketing Coordinator at Principal Financial Group
Industry Financial Services
Experience
Princiipal Financial Group April 2015 - Present
Principal Financial Group New England Business Center April 2014 - Present
Principal Financial Group July 1998 - April 2014
Principal Financial Group 1998 - 2012
Provident Life & Accident March 1981 - July 1998
Skills
Retirement Planning, Retirement, Nonqualified Deferred..., 401k, Series 6, Series 63, Fixed Annuities, Series 7, Defined Benefit, Mutual Funds, Retirement Plan..., Pensions, IRAs, Life Insurance, ERISA
Education
Boston College 1973 — 1977
BA, Special Education
sheman, joelisa
Princiipal Financial Group April 2015 - Present
Principal Financial Group New England Business Center April 2014 - Present
Principal Financial Group July 1998 - April 2014
Principal Financial Group 1998 - 2012
Provident Life & Accident March 1981 - July 1998
Skills
Retirement Planning, Retirement, Nonqualified Deferred..., 401k, Series 6, Series 63, Fixed Annuities, Series 7, Defined Benefit, Mutual Funds, Retirement Plan..., Pensions, IRAs, Life Insurance, ERISA
Education
Boston College 1973 — 1977
BA, Special Education
sheman, joelisa
Sulabh Dayal's Principal Financial Group Experience September 2004 - December 2004
Job Sr. PeopleSoft Engineer at PRO Unlimited
Industry Information Technology and Services
Experience
PRO Unlimited May 2013 - Present
NetApp November 2009 - May 2013
Genentech April 2009 - October 2009
NetApp March 2007 - December 2008
TIBCO Software October 2006 - January 2007
Masco Contractor Services July 2006 - September 2006
Medtronic November 2005 - June 2006
Target February 2005 - October 2005
Principal Financial Group September 2004 - December 2004
Skills
PeopleSoft, SDLC, Requirements Analysis, Integration, Testing, Business Process, Oracle, Solution Architecture, SOA, PeopleTools, Requirements Gathering, Business Analysis, SQL, Software Project..., Web Services, XML, Software Development, Unix, PL/SQL, Leadership
Education
University of North Texas 2002 — 2004
Master's Degree, Computer Science and Engineering
Bharathiar University 1997 — 2001
Bachelor's Degree, Computer Science and Engineering
PRO Unlimited May 2013 - Present
NetApp November 2009 - May 2013
Genentech April 2009 - October 2009
NetApp March 2007 - December 2008
TIBCO Software October 2006 - January 2007
Masco Contractor Services July 2006 - September 2006
Medtronic November 2005 - June 2006
Target February 2005 - October 2005
Principal Financial Group September 2004 - December 2004
Skills
PeopleSoft, SDLC, Requirements Analysis, Integration, Testing, Business Process, Oracle, Solution Architecture, SOA, PeopleTools, Requirements Gathering, Business Analysis, SQL, Software Project..., Web Services, XML, Software Development, Unix, PL/SQL, Leadership
Education
University of North Texas 2002 — 2004
Master's Degree, Computer Science and Engineering
Bharathiar University 1997 — 2001
Bachelor's Degree, Computer Science and Engineering
Lori Hilbrant's Principal Financial Group Experience March 1995 - September 2007
Job Client Service Director at 401(k) Advisors, LLC
Industry Financial Services
Experience
401(k) Advisors, LLC November 2010 - Present
Principal Financial Group March 1995 - September 2007
Education
Bradley University 1986 — 1990
BA, International Studies/French
401(k) Advisors, LLC November 2010 - Present
Principal Financial Group March 1995 - September 2007
Education
Bradley University 1986 — 1990
BA, International Studies/French
Dan Lawlor's Principal Financial Group Experience Relationship ManagerScudder Investments1996 - 2002
Job Senior Relationship Manager at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group Relationship ManagerScudder Investments1996 - 2002
DWS Scudder 1996 - 2002
Education
Boston University 1975 — 1979
BA, French Language and Litereature
Principal Financial Group Relationship ManagerScudder Investments1996 - 2002
DWS Scudder 1996 - 2002
Education
Boston University 1975 — 1979
BA, French Language and Litereature
Margaret Marcucci's Principal Financial Group Experience 1983 - 1997
Job President/CEO of Coranet Corp., provider of technology infrastructure services
Industry Telecommunications
Experience
Coranet Corp March 2004 - Present
Spears Holding Company, Inc. 2003 - 2004
Principal Financial Group 1983 - 1997
Education
Tuck School of Business at Dartmouth
Certificate, Executive Education - Women In Business
Binghamton University 1979 — 1983
BS, Business
Coranet Corp March 2004 - Present
Spears Holding Company, Inc. 2003 - 2004
Principal Financial Group 1983 - 1997
Education
Tuck School of Business at Dartmouth
Certificate, Executive Education - Women In Business
Binghamton University 1979 — 1983
BS, Business
Paige Meredith Dobesh's Principal Financial Group Experience 1998 - 1999
Job Credit Manager at Borsheims
Industry Accounting
Experience
Borsheims May 1999 - Present
Principal Financial Group 1998 - 1999
Skills
Credit Analysis, Credit, Credit Risk, Commercial Credit, Accounts Receivable, Cash Management, Credit Management, Financial Risk, Treasury Management, Treasury, Credit Cards, Customer Service, Public Speaking, Budgets, Microsoft Excel
Education
Bellevue University
Bachelor, Business Administration
Borsheims May 1999 - Present
Principal Financial Group 1998 - 1999
Skills
Credit Analysis, Credit, Credit Risk, Commercial Credit, Accounts Receivable, Cash Management, Credit Management, Financial Risk, Treasury Management, Treasury, Credit Cards, Customer Service, Public Speaking, Budgets, Microsoft Excel
Education
Bellevue University
Bachelor, Business Administration
Diane Hobbs's Principal Financial Group Experience March 2012 - Present
Job Corporate Chief Underwriter at Allstate Financial Services, LLC
Industry Insurance
Experience
Allstate December 2014 - Present
Principal Financial Group March 2012 - Present
Principal Financial Group November 2009 - March 2012
West Coast Life June 2003 - October 2009
CNA March 2000 - June 2003
Mutual of Omaha 1994 - 2000
Skills
Brokers, Disability Insurance, Program Facilitation, Life Insurance, Reinsurance, Universal Life, Claim, General Insurance, Leadership, Claims Handling
Education
Bellevue University 2005 — 2007
Bachelor's, Management
University of Nebraska at Omaha
Allstate December 2014 - Present
Principal Financial Group March 2012 - Present
Principal Financial Group November 2009 - March 2012
West Coast Life June 2003 - October 2009
CNA March 2000 - June 2003
Mutual of Omaha 1994 - 2000
Skills
Brokers, Disability Insurance, Program Facilitation, Life Insurance, Reinsurance, Universal Life, Claim, General Insurance, Leadership, Claims Handling
Education
Bellevue University 2005 — 2007
Bachelor's, Management
University of Nebraska at Omaha
Patricia Kasberg's Principal Financial Group Experience April 1999 - April 2008
Job Manager at The Washington Group
Industry Financial Services
Experience
The Washington Group April 2008 - Present
Principal Financial Group April 1999 - April 2008
Education
Boston College 1976 — 1980
BA, Sociology
The Washington Group April 2008 - Present
Principal Financial Group April 1999 - April 2008
Education
Boston College 1976 — 1980
BA, Sociology
Andrew Ruggiero's Principal Financial Group Experience July 2014 - Present
Job Regional Retirement Plan Specialist Boston & New England/Dir. of Bus. Dvlp. for the Principal Financial Group/Princor RR
Industry Financial Services
Experience
Principal Financial Group July 2014 - Present
ADP October 2013 - July 2014
Natixis Global Asset Management August 2010 - October 2013
Sun Life Financial March 2008 - May 2010
Cardservice International April 2009 - December 2009
New England Surge May 2007 - September 2007
Northwestern Mutual February 2006 - August 2007
StudentCity.com September 2004 - March 2006
University Painters February 2005 - October 2005
Campbell Plumbing and Heating June 2001 - August 2004
Skills
Financial Services, 401k, Retirement Planning, Strategy, Retirement, Training, Finance, Leadership, Public Speaking
Education
Bentley University 2003 — 2007
Bachelor of Science, Economics-Finance
Principal Financial Group July 2014 - Present
ADP October 2013 - July 2014
Natixis Global Asset Management August 2010 - October 2013
Sun Life Financial March 2008 - May 2010
Cardservice International April 2009 - December 2009
New England Surge May 2007 - September 2007
Northwestern Mutual February 2006 - August 2007
StudentCity.com September 2004 - March 2006
University Painters February 2005 - October 2005
Campbell Plumbing and Heating June 2001 - August 2004
Skills
Financial Services, 401k, Retirement Planning, Strategy, Retirement, Training, Finance, Leadership, Public Speaking
Education
Bentley University 2003 — 2007
Bachelor of Science, Economics-Finance
Cameron Cryder's Principal Financial Group Experience January 2009 - July 2009
Job Youth Guy at Crossroads Community Church
Industry Alternative Medicine
Experience
Crossroads Community Church August 2015 - Present
JPMorgan Chase Bank N.A. April 2012 - August 2015
IFR-KBXL 94.1FM August 2009 - April 2012
Covenant Presbyterian Church of Boise May 2003 - November 2011
Principal Financial Group January 2009 - July 2009
Skills
Credit, Investments, Financial Analysis, Sales, Time Management, Loans, Finance, Mortgage Lending, Youth Ministry, Credit Analysis, Strategic Financial..., Financial Reporting, Business Analysis, FHA, Mergers & Acquisitions, Real Estate, Customer Service, Leadership
Education
Boise State University 1996 — 2008
B.A. Communication; Minor Business
Boise State University
Communication
Crossroads Community Church August 2015 - Present
JPMorgan Chase Bank N.A. April 2012 - August 2015
IFR-KBXL 94.1FM August 2009 - April 2012
Covenant Presbyterian Church of Boise May 2003 - November 2011
Principal Financial Group January 2009 - July 2009
Skills
Credit, Investments, Financial Analysis, Sales, Time Management, Loans, Finance, Mortgage Lending, Youth Ministry, Credit Analysis, Strategic Financial..., Financial Reporting, Business Analysis, FHA, Mergers & Acquisitions, Real Estate, Customer Service, Leadership
Education
Boise State University 1996 — 2008
B.A. Communication; Minor Business
Boise State University
Communication
Bert Niemann's Principal Financial Group Experience January 1994 - April 1995
Job Business Analyst at State Farm Mutual Automobile Insurance Company
Industry Insurance
Experience
State Farm Mutual Automobile Insurance Company Actuarial AnalystHorace MannMay 1995 - November 2000
Principal Financial Group January 1994 - April 1995
Education
University of Iowa 1990 — 1994
M.S., Mathematics
Bradley University 1986 — 1990
B.S., Mathematics
State Farm Mutual Automobile Insurance Company Actuarial AnalystHorace MannMay 1995 - November 2000
Principal Financial Group January 1994 - April 1995
Education
University of Iowa 1990 — 1994
M.S., Mathematics
Bradley University 1986 — 1990
B.S., Mathematics
Susan Ogard's Principal Financial Group Experience July 2000 - Present
Job Senior Service Specialist at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group July 2000 - Present
Skills
401(k), 403(b), SEP &..., Defined Benefit Plans, Series 7, Series 66,...
Education
Bellevue University
Bachelor of Science, Human Resources
Principal Financial Group July 2000 - Present
Skills
401(k), 403(b), SEP &..., Defined Benefit Plans, Series 7, Series 66,...
Education
Bellevue University
Bachelor of Science, Human Resources
Eric Langholtz, CLTC, LUTCF's Principal Financial Group Experience March 2009 - Present
Job Financial Services Representative at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group March 2009 - Present
MetLife April 1990 - March 2009
Education
Baruch College, City University of New York (CUNY)
BBA, Finance & Investments
Principal Financial Group March 2009 - Present
MetLife April 1990 - March 2009
Education
Baruch College, City University of New York (CUNY)
BBA, Finance & Investments
Lyle Erickson's Principal Financial Group Experience July 2001 - November 2011
Job Technology Solutions Architect at John Deere
Industry Computer Software
Experience
John Deere July 2012 - Present
Berkley Technology Services November 2011 - July 2012
Principal Financial Group July 2001 - November 2011
John Deere Credit 1996 - 2001
Computer Task Group 1995 - 1995
Skills
Enterprise Architecture, Software Design, Solution Architecture, Technical Leadership, IT Strategy, Software Engineering, Architecture, SOA, SDLC, DB2, Agile Methodologies, Database Design, Databases, Application Architecture, Java, Visual Studio, Software Development, Java Enterprise Edition, Requirements Analysis, Architectures
Education
Bradley University 1992 — 1996
BS, Computer Science
John Deere July 2012 - Present
Berkley Technology Services November 2011 - July 2012
Principal Financial Group July 2001 - November 2011
John Deere Credit 1996 - 2001
Computer Task Group 1995 - 1995
Skills
Enterprise Architecture, Software Design, Solution Architecture, Technical Leadership, IT Strategy, Software Engineering, Architecture, SOA, SDLC, DB2, Agile Methodologies, Database Design, Databases, Application Architecture, Java, Visual Studio, Software Development, Java Enterprise Edition, Requirements Analysis, Architectures
Education
Bradley University 1992 — 1996
BS, Computer Science
Eric Pueschel's Principal Financial Group Experience October 2007 - December 2012
Job Senior Vice President at Ascendant Capital
Industry Financial Services
Experience
Ascendant Capital, LLC. October 2014 - Present
Arque Capital Ltd December 2012 - October 2014
Principal Financial Group October 2007 - December 2012
Northwestern Mutual January 2004 - January 2007
Skills
401k, Retirement Planning, Series 7, Retirement
Education
Bradley University
Ascendant Capital, LLC. October 2014 - Present
Arque Capital Ltd December 2012 - October 2014
Principal Financial Group October 2007 - December 2012
Northwestern Mutual January 2004 - January 2007
Skills
401k, Retirement Planning, Series 7, Retirement
Education
Bradley University
Alison Zogheib's Principal Financial Group Experience February 2012 - August 2013
Job Financial Services
Industry Financial Services
Experience
Reliant Financial Group September 2013 - Present
Principal Financial Group February 2012 - August 2013
NewYork Life June 2008 - February 2012
Skills
Retirement Planning, Mutual Funds, Fixed Annuities, Retirement, Investments, Wealth Management, Estate Planning, Disability Insurance, Life Insurance, Insurance, 401k, Securities, Series 63, IRAs, Financial Services
Education
Boston University
Reliant Financial Group September 2013 - Present
Principal Financial Group February 2012 - August 2013
NewYork Life June 2008 - February 2012
Skills
Retirement Planning, Mutual Funds, Fixed Annuities, Retirement, Investments, Wealth Management, Estate Planning, Disability Insurance, Life Insurance, Insurance, 401k, Securities, Series 63, IRAs, Financial Services
Education
Boston University
Ester Banks's Principal Financial Group Experience October 2013 - January 2014
Job
Industry Financial Services
Experience
JPMorgan Chase January 2014 - June 2014
Principal Financial Group October 2013 - January 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Access, Accounting, QuickBooks, Financial Reporting, PeopleSoft, Oracle Enterprise..., Internet, Project Management, Customer Service, Meeting Planning, Typing 70 wpm, Proofreading, HRIS, Communication Skills, Management
Education
Benedictine University 2010 — 2012
Master of Business Administration (MBA), Accounting and Finance
Benedictine University 2007 — 2010
Bachelor of Arts (B.A.), Business Administration, Management and Operations, 3.7
JPMorgan Chase January 2014 - June 2014
Principal Financial Group October 2013 - January 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Access, Accounting, QuickBooks, Financial Reporting, PeopleSoft, Oracle Enterprise..., Internet, Project Management, Customer Service, Meeting Planning, Typing 70 wpm, Proofreading, HRIS, Communication Skills, Management
Education
Benedictine University 2010 — 2012
Master of Business Administration (MBA), Accounting and Finance
Benedictine University 2007 — 2010
Bachelor of Arts (B.A.), Business Administration, Management and Operations, 3.7
Sumeet Vaidya's Principal Financial Group Experience 2001 - 2012
Job
Industry
Experience
Principal Financial Group 2001 - 2012
Education
Birla Institute of Technology
Holkar Science College
Principal Financial Group 2001 - 2012
Education
Birla Institute of Technology
Holkar Science College
Tammy Bumann's Principal Financial Group Experience April 2007 - Present
Job Quality Assurance Analyst Lead at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group April 2007 - Present
Principal Financial Group January 2004 - April 2007
Principal Financial Group January 1997 - January 2004
Principal Financial Group January 1995 - January 1997
Principal Financial Group January 1990 - January 1995
Education
Bellevue University
Bachelors, Business
Principal Financial Group April 2007 - Present
Principal Financial Group January 2004 - April 2007
Principal Financial Group January 1997 - January 2004
Principal Financial Group January 1995 - January 1997
Principal Financial Group January 1990 - January 1995
Education
Bellevue University
Bachelors, Business
Chantelle Morone's Principal Financial Group Experience December 2007 - Present
Job Administrative Assistant at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group December 2007 - Present
Panel Systems and Controls November 2006 - October 2007
Education
Bethel University 2006 — 2007
Visual Arts Education K-12
New Hope Christian College 2003 — 2006
Christian Education
Principal Financial Group December 2007 - Present
Panel Systems and Controls November 2006 - October 2007
Education
Bethel University 2006 — 2007
Visual Arts Education K-12
New Hope Christian College 2003 — 2006
Christian Education
Rebecca Gough's Principal Financial Group Experience January 1981 - January 2002
Job Charge Master Coordinator and Patient Financial Counselor at Myrtue Medical Center
Industry Hospital & Health Care
Experience
Myrtue Medical Center December 2013 - Present
Myrtue Medical Center June 2002 - December 2013
Principal Financial Group January 1981 - January 2002
Skills
Revenue Cycle, Healthcare Management, Healthcare, Medical Billing, Medicare, Hospitals, Medicaid, EMR, HIPAA, Healthcare Information..., Managed Care, Medical Coding
Education
Bellevue University 1987 — 1990
ba, Business Administration
Peru State College 1972 — 1973
Accounting
Myrtue Medical Center December 2013 - Present
Myrtue Medical Center June 2002 - December 2013
Principal Financial Group January 1981 - January 2002
Skills
Revenue Cycle, Healthcare Management, Healthcare, Medical Billing, Medicare, Hospitals, Medicaid, EMR, HIPAA, Healthcare Information..., Managed Care, Medical Coding
Education
Bellevue University 1987 — 1990
ba, Business Administration
Peru State College 1972 — 1973
Accounting
Alan McDonald's Principal Financial Group Experience August 2008 - December 2010
Job AVP, Business Development at Arch Insurance Group
Industry Insurance
Experience
Arch Insurance Group September 2013 - Present
HCC Life Insurance Company October 2012 - September 2013
UMR August 2000 - September 2012
Principal Financial Group August 2008 - December 2010
Skills
Health Insurance, Health Savings Accounts, Employee Benefits, Self-funded, Insurance, Managed Care, Underwriting, Brokers, Disability Insurance, Account Management, Medicare, Dentistry, Pharmacy Benefit..., Sales Management, Sales Presentations, Life Insurance, Long-term Care, Benefits Administration, Healthcare, Claim, Term Life Insurance, COBRA, Health Care Reform, Sales, Workers Compensation, Construction, Retail Banking, Flexible Spending..., Claims Management, Fixed Annuities, General Insurance, Reinsurance, Commercial Insurance
Education
Bowdoin College 1982 — 1986
Bachelor of Arts (B.A.), Physics / Art History
Arch Insurance Group September 2013 - Present
HCC Life Insurance Company October 2012 - September 2013
UMR August 2000 - September 2012
Principal Financial Group August 2008 - December 2010
Skills
Health Insurance, Health Savings Accounts, Employee Benefits, Self-funded, Insurance, Managed Care, Underwriting, Brokers, Disability Insurance, Account Management, Medicare, Dentistry, Pharmacy Benefit..., Sales Management, Sales Presentations, Life Insurance, Long-term Care, Benefits Administration, Healthcare, Claim, Term Life Insurance, COBRA, Health Care Reform, Sales, Workers Compensation, Construction, Retail Banking, Flexible Spending..., Claims Management, Fixed Annuities, General Insurance, Reinsurance, Commercial Insurance
Education
Bowdoin College 1982 — 1986
Bachelor of Arts (B.A.), Physics / Art History
Tammi R Lear's Principal Financial Group Experience 1990 - 1993
Job Office/Drafting Supervisor at MidAmerican Energy Company
Industry Executive Office
Experience
MidAmerican Energy Company 2007 - Present
MidAmerican Energy Company 2004 - 2007
MidAmerican Energy Company 1993 - 2004
Principal Financial Group 1990 - 1993
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Publisher, Adobe Acrobat, Photoshop, Management, Leadership, Training, Falcon, AutoCAD, Customer Service
Education
Bellevue University 1993 — 1995
Bachelor of Science (B.S.), Management
Iowa Western Community College
Associate’s Degree, Administrative Assistant and Secretarial Science, General
MidAmerican Energy Company 2007 - Present
MidAmerican Energy Company 2004 - 2007
MidAmerican Energy Company 1993 - 2004
Principal Financial Group 1990 - 1993
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Publisher, Adobe Acrobat, Photoshop, Management, Leadership, Training, Falcon, AutoCAD, Customer Service
Education
Bellevue University 1993 — 1995
Bachelor of Science (B.S.), Management
Iowa Western Community College
Associate’s Degree, Administrative Assistant and Secretarial Science, General
patricia kasberg's Principal Financial Group Experience April 1999 - April 2008
Job Financial Advisor at Financial Advantage Inc.
Industry Financial Services
Experience
Financial Advantage Inc. July 2012 - Present
cornerstone financial partners April 2011 - April 2012
cornerstone financial partners April 2011 - March 2012
Principal Financial Group April 1999 - April 2008
Skills
Banking, Business Analysis, Customer Service, Financial Modeling, Project Management, Change Management, Microsoft Excel, Business Strategy, Management Consulting
Education
Butler University 1980 — 1981
Master's degree, Family Counselling
Boston College 1976 — 1980
Bachelor of Arts (B.A.), Criminology
Financial Advantage Inc. July 2012 - Present
cornerstone financial partners April 2011 - April 2012
cornerstone financial partners April 2011 - March 2012
Principal Financial Group April 1999 - April 2008
Skills
Banking, Business Analysis, Customer Service, Financial Modeling, Project Management, Change Management, Microsoft Excel, Business Strategy, Management Consulting
Education
Butler University 1980 — 1981
Master's degree, Family Counselling
Boston College 1976 — 1980
Bachelor of Arts (B.A.), Criminology
Todd Veatch's Principal Financial Group Experience October 2012 - March 2013
Job Student at Bob Jones University
Industry Marketing and Advertising
Experience
Athene USA March 2014 - Present
Athene USA July 2013 - March 2014
Palmer Group April 2013 - May 2013
Principal Financial Group October 2012 - March 2013
Aerotek September 2012 - October 2012
Aviva USA January 2010 - July 2010
Walmart September 2008 - January 2009
Adelphi Calvary Baptist Church June 2008 - August 2008
Skills
Word, Excel, PowerPoint, Microsoft Excel, Customer Service, Microsoft Office, Outlook, Insurance, Time Management, Social Media, Process Improvement, Public Speaking, Team Building, Research
Education
Bob Jones University 2010 — 2012
BA, English
Athene USA March 2014 - Present
Athene USA July 2013 - March 2014
Palmer Group April 2013 - May 2013
Principal Financial Group October 2012 - March 2013
Aerotek September 2012 - October 2012
Aviva USA January 2010 - July 2010
Walmart September 2008 - January 2009
Adelphi Calvary Baptist Church June 2008 - August 2008
Skills
Word, Excel, PowerPoint, Microsoft Excel, Customer Service, Microsoft Office, Outlook, Insurance, Time Management, Social Media, Process Improvement, Public Speaking, Team Building, Research
Education
Bob Jones University 2010 — 2012
BA, English
Wanna Gall's Principal Financial Group Experience September 1988 - September 1992
Job Purchasing Agent Duncan Aviation at Duncan Aviation
Industry Airlines/Aviation
Experience
Duncan Aviation February 2005 - Present
Assurity LifeLin September 2004 - February 2005
Lincoln Benefits Group March 2001 - September 2004
Alltel Wireless November 1994 - February 2001
State Farm Insurance October 1993 - November 1994
Principal Financial Group September 1988 - September 1992
Skills
Customer Service, Microsoft Office, Outlook, Insurance, Software Documentation, Troubleshooting, Microsoft Excel, Sales, Training, Microsoft Word, PowerPoint, Customer Satisfaction, Employee Benefits, Access, Purchasing, Process Improvement, Inventory Management, Six Sigma, Logistics, Aircraft, Aircraft Maintenance, Continuous Improvement, Aviation, Aerospace, Commercial Aviation, Airlines
Education
Bellevue University 2008 — 2010
IT, COMMUNICATIONS
Travel & Transport
Certificate, Travel
Duncan Aviation February 2005 - Present
Assurity LifeLin September 2004 - February 2005
Lincoln Benefits Group March 2001 - September 2004
Alltel Wireless November 1994 - February 2001
State Farm Insurance October 1993 - November 1994
Principal Financial Group September 1988 - September 1992
Skills
Customer Service, Microsoft Office, Outlook, Insurance, Software Documentation, Troubleshooting, Microsoft Excel, Sales, Training, Microsoft Word, PowerPoint, Customer Satisfaction, Employee Benefits, Access, Purchasing, Process Improvement, Inventory Management, Six Sigma, Logistics, Aircraft, Aircraft Maintenance, Continuous Improvement, Aviation, Aerospace, Commercial Aviation, Airlines
Education
Bellevue University 2008 — 2010
IT, COMMUNICATIONS
Travel & Transport
Certificate, Travel
Tuba Geredelioglu CPA's Principal Financial Group Experience October 2006 - December 2008
Job Financial Analyst at North Carolina Department of Insurance
Industry Accounting
Experience
North Carolina Department of Insurance October 2012 - Present
Hawkeye Gold LLC December 2008 - July 2012
Principal Financial Group October 2006 - December 2008
DoExtra Corporation January 2005 - October 2006
Skills
General Ledger, Monthly Closing, Corporate Tax, Financial Reporting, Operating Budgets, Financial Analysis, Microsoft Excel, Microsoft Word, Great Plains Software, Peachtree, PowerPoint, Outlook, Agris, Time Management, Work Well Independently, Adaptability, FRx, Turkish, Financial Statements, Accounts Payable, Accounts Receivable
Education
California State Polytechnic University, Pomona, CA 1999 — 2002
Bachelor of Science (B.S.), Accounting, 3.98
Bogazici University 1985 — 1990
Bachelor of Arts (BA), Language Interpretation and Translation
North Carolina Department of Insurance October 2012 - Present
Hawkeye Gold LLC December 2008 - July 2012
Principal Financial Group October 2006 - December 2008
DoExtra Corporation January 2005 - October 2006
Skills
General Ledger, Monthly Closing, Corporate Tax, Financial Reporting, Operating Budgets, Financial Analysis, Microsoft Excel, Microsoft Word, Great Plains Software, Peachtree, PowerPoint, Outlook, Agris, Time Management, Work Well Independently, Adaptability, FRx, Turkish, Financial Statements, Accounts Payable, Accounts Receivable
Education
California State Polytechnic University, Pomona, CA 1999 — 2002
Bachelor of Science (B.S.), Accounting, 3.98
Bogazici University 1985 — 1990
Bachelor of Arts (BA), Language Interpretation and Translation
Roger Stetler's Principal Financial Group Experience November 2004 - December 2008
Job Account Manager at Discover Financial Services
Industry Financial Services
Experience
Discover Financial Services November 2012 - Present
Wilmington Trust 2009 - 2011
Principal Financial Group November 2004 - December 2008
Vanguard April 1990 - November 2004
Education
Bloomsburg University of Pennsylvania 1978 — 1982
Bachelor of Science (BS), Elementary Education and Teaching
Discover Financial Services November 2012 - Present
Wilmington Trust 2009 - 2011
Principal Financial Group November 2004 - December 2008
Vanguard April 1990 - November 2004
Education
Bloomsburg University of Pennsylvania 1978 — 1982
Bachelor of Science (BS), Elementary Education and Teaching
Leahia Hansen's Principal Financial Group Experience August 2005 - November 2008
Job Salt Lake City, Manager at Zions Bancorporation
Industry Banking
Experience
Zions Bancorporation June 2011 - Present
Zionsbancorp February 2009 - June 2011
Principal Financial Group August 2005 - November 2008
MediConnect November 2001 - September 2005
Skills
Banking, Risk Management, Management, Financial Analysis, Financial Risk, Insurance, Legal Research, Collections, Data Collection, Data Analysis, Strategic Planning, Business Process..., Lean Management, Lean Tools, Employee Engagement, Employee Management, Wire Transfers, IRAs, Roth IRA, Garnishments, Levies, Financial Regulation, Retail Sales, Microsoft Excel, Operational Excellence, Microsoft Word
Education
Big Bend Community College
Business Administration and Management, General
Salt Lake Community College
Business Administration and Management, General
Zions Bancorporation June 2011 - Present
Zionsbancorp February 2009 - June 2011
Principal Financial Group August 2005 - November 2008
MediConnect November 2001 - September 2005
Skills
Banking, Risk Management, Management, Financial Analysis, Financial Risk, Insurance, Legal Research, Collections, Data Collection, Data Analysis, Strategic Planning, Business Process..., Lean Management, Lean Tools, Employee Engagement, Employee Management, Wire Transfers, IRAs, Roth IRA, Garnishments, Levies, Financial Regulation, Retail Sales, Microsoft Excel, Operational Excellence, Microsoft Word
Education
Big Bend Community College
Business Administration and Management, General
Salt Lake Community College
Business Administration and Management, General
Kristin VanHoozer's Principal Financial Group Experience June 2013 - Present
Job Manager, Training and Education at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group June 2013 - Present
Wells Fargo Home Mortgage January 2011 - May 2013
Mutual of Omaha May 2009 - May 2010
TG Healthcare June 2008 - May 2009
Oriental Trading Company April 2003 - May 2008
Capital One April 1999 - April 2003
Skills
Business Analysis, Business Process..., Business Requirements, Corporate Communications, Events Coordination, Instructional Design, Presentation Development, Project Management, Requirements Gathering, Risk Management, Team Building, Training Facilitation, Insurance, Mortgage Lending, Leadership, Management, Negotiation, Relationship Management, Training
Education
Bellevue University 2012 — 2014
Master of Business Administration (M.B.A.), Concentrations in HR and Project Management
Bellevue University
Bachelor of Science (BS), Business Management
Principal Financial Group June 2013 - Present
Wells Fargo Home Mortgage January 2011 - May 2013
Mutual of Omaha May 2009 - May 2010
TG Healthcare June 2008 - May 2009
Oriental Trading Company April 2003 - May 2008
Capital One April 1999 - April 2003
Skills
Business Analysis, Business Process..., Business Requirements, Corporate Communications, Events Coordination, Instructional Design, Presentation Development, Project Management, Requirements Gathering, Risk Management, Team Building, Training Facilitation, Insurance, Mortgage Lending, Leadership, Management, Negotiation, Relationship Management, Training
Education
Bellevue University 2012 — 2014
Master of Business Administration (M.B.A.), Concentrations in HR and Project Management
Bellevue University
Bachelor of Science (BS), Business Management
Dan Burgett's Principal Financial Group Experience 1997 - 2001
Job Wealth Management Consultant
Industry Financial Services
Experience
Saybrus Partners June 2012 - Present
The Hartford 2001 - June 2012
Principal Financial Group 1997 - 2001
Skills
Wealth Management, Finance, Retirement Planning, Insurance, Retirement, Investments, Financial Planning, Life Insurance, Mutual Funds, Fixed Annuities
Education
Menlo College 1991 — 1993
Bachelor of Business Administration (B.B.A.)
Boise State University 1989 — 1991
College of San Mateo 1987 — 1989
Associate of Arts (AA)
Serra High School 1984 — 1987
Saybrus Partners June 2012 - Present
The Hartford 2001 - June 2012
Principal Financial Group 1997 - 2001
Skills
Wealth Management, Finance, Retirement Planning, Insurance, Retirement, Investments, Financial Planning, Life Insurance, Mutual Funds, Fixed Annuities
Education
Menlo College 1991 — 1993
Bachelor of Business Administration (B.B.A.)
Boise State University 1989 — 1991
College of San Mateo 1987 — 1989
Associate of Arts (AA)
Serra High School 1984 — 1987
Katrina Erickson's Principal Financial Group Experience March 1992 - April 2011
Job Claims Processor at University of Utah School of Medicine
Industry Higher Education
Experience
University of Utah School of Medicine November 2012 - Present
Principal Financial Group March 1992 - April 2011
Education
Barstow Community College 1982 — 1982
University of Utah School of Medicine November 2012 - Present
Principal Financial Group March 1992 - April 2011
Education
Barstow Community College 1982 — 1982
Sarah Grim's Principal Financial Group Experience May 2006 - April 2007
Job Financial Analyst Intern at CNH Industrial
Industry Machinery
Experience
CNH Industrial September 2011 - Present
Lenscrafters October 2006 - September 2011
Principal Financial Group May 2006 - April 2007
Skills
Accounts Payable, Accounts Receivable, Payroll, Invoice Processing, Microsoft Excel, Microsoft Word, SAP, AS400 system, Customer Service, Organization, Time Management
Education
Bellevue University 2012 — 2013
Bachelor of Science (B.S.), Business Administration and Management, General
Central Community College- Grand Island 2010 — 2012
Associate of Science (A.S.), Accounting and Business/Management
CNH Industrial September 2011 - Present
Lenscrafters October 2006 - September 2011
Principal Financial Group May 2006 - April 2007
Skills
Accounts Payable, Accounts Receivable, Payroll, Invoice Processing, Microsoft Excel, Microsoft Word, SAP, AS400 system, Customer Service, Organization, Time Management
Education
Bellevue University 2012 — 2013
Bachelor of Science (B.S.), Business Administration and Management, General
Central Community College- Grand Island 2010 — 2012
Associate of Science (A.S.), Accounting and Business/Management
Ravi Rayasam's Principal Financial Group Experience March 2008 - May 2012
Job Senior Developer, Project Coordinator
Industry Information Technology and Services
Experience
State of Iowa - Workforce Development May 2012 - Present
Principal Financial Group March 2008 - May 2012
Wells Fargo June 2007 - February 2008
Pioneer Hibred January 2006 - May 2007
IBM Corporation May 1998 - August 2002
Hewlett-Packard June 1997 - May 1998
Skills
PMP, Project Management, Agile Methodologies, Certified scrum master
Education
Bangalore University 1990 — 1994
Engineer's Degree, Computer Science
State of Iowa - Workforce Development May 2012 - Present
Principal Financial Group March 2008 - May 2012
Wells Fargo June 2007 - February 2008
Pioneer Hibred January 2006 - May 2007
IBM Corporation May 1998 - August 2002
Hewlett-Packard June 1997 - May 1998
Skills
PMP, Project Management, Agile Methodologies, Certified scrum master
Education
Bangalore University 1990 — 1994
Engineer's Degree, Computer Science
Anthony Wenzel's Principal Financial Group Experience Claims ManagerProgressive Insurance1997 - Present
Job Claims Manager at Progressive Insurance
Industry Insurance
Experience
Principal Financial Group Claims ManagerProgressive Insurance1997 - Present
Skills
Customer Service, Microsoft Office, Microsoft Excel, Project Management, Microsoft Word, Sales, Public Speaking, PowerPoint, Research, Negotiation
Education
Blackhawk Technical College 1982 — 1984
Associate's degree, Data Processing
Principal Financial Group Claims ManagerProgressive Insurance1997 - Present
Skills
Customer Service, Microsoft Office, Microsoft Excel, Project Management, Microsoft Word, Sales, Public Speaking, PowerPoint, Research, Negotiation
Education
Blackhawk Technical College 1982 — 1984
Associate's degree, Data Processing
The Principal Financial Group
BTG Pactual
HuaTai Securities Co.,Ltd.
Guosen Securities
PFG
Principal Financial
Principle
Fubon Financial Holdings