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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8,325 Principal Financial Group employees in database. Find out everything there's to know about Principal Financial Group employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Principal Financial Group Employees
Principal Financial Group July 2015 - Present
Rock Bottom Restaurant & Brewery June 2014 - Present
Hefren-Tillotson June 2010 - April 2014
PNC February 2010 - June 2010
Rock Bottom Restaurant & Brewery May 2009 - February 2010
Skills
Customer Service, Customer Support, Data Analysis, Financial Reporting, Public Speaking, Communication Skills, Organizational Structure, Microsoft Office, Lotus Notes, Business English, Vocalist, Vocal Range, Music Ministry, Musical Theatre, Fundraising, Axys, Editing, Event Planning
Education
Kent State University 2005 — 2009
Berkshire High School 1998 — 2002
Submittal Exchange September 2013 - Present
Principal Financial Group October 2011 - September 2013
Charlee's Elite School of Dance August 2011 - June 2013
Principal Financial Group July 2007 - October 2011
Skills
Business Analysis, SharePoint, Analysis, SDLC, Insurance, Process Improvement, Microsoft Excel, Strategic Planning, Microsoft Office, Vendor Management, Recruiting, Visio, Project Management, Business Intelligence, Team Leadership
Education
Kaplan University-Des Moines Campus 2013 — 2014
Masters of Information Technology, Information Technology
Upper Iowa University
Bachelor of Business Administration (BBA)
SunTrust Bank March 2014 - Present
IBM 2012 - Present
Principal Financial Group July 2013 - March 2014
Advance Technology Group USA INC December 2006 - March 2014
Chubb / IBM January 2012 - July 2013
Par Pharmaceutical March 2011 - January 2012
JC Penney April 2010 - December 2010
AT&T Mobility October 2009 - March 2010
IBM April 2009 - October 2009
BMC Software February 2009 - April 2009
Skills
Hyprion Essbase, Hyperion Financial..., Hyperion IR, Essbase, Financial Reporting, Hyperion Planning, Hyperion Enterprise, EPM, Budgets, Business Intelligence..., Data Integration, ETL, Hyperion EPM, Informatica, Master Data Management, OLAP, Business Intelligence, Finance, Oracle, Hyperion
Education
University of Southern Queensland 2003 — 2004
Masters, Information Technology
Jawaharlal Nehru Technological University 1999 — 2003
Bachelors in Electronics and communication, Engineering
Legacy Advisory Partners January 2010 - Present
RCG SE January 2006 - December 2010
Principal Financial Group May 1996 - December 2005
Skills
Strategic Planning, Team Building, Insurance, Investments, Retirement Planning, Retirement, Due Diligence, Financial Services, Business Planning, Finance, Financial Advisory, Asset Management, Securities, FINRA, Pensions
Education
Kennesaw State University 1991 — 1995
Management, Business/Commerce, General
Life Solutions, Inc. January 1997 - Present
National Association of Conservative Life Underwriters October 2009 - Present
City of Ford October 2009 - October 2010
Multi-Financial Securities Corporation January 2002 - December 2002
United Planners Financial Services of America March 1997 - October 2001
General American Life January 1996 - January 1997
Principal Financial Group May 1991 - January 1996
Skills
Prospecting, Marketing, Sales, Communication, Blogging, Disability Insurance, Pensions, Annuities, Life Insurance, Personal Financial..., Writing, Negotiation, Prospecting for New..., Business Coaching, Business Planning, Estate Planning, Retirement Planning, Qualified Retirement..., Premium Financing, Fixed Annuities, Qualifying Prospects, Financial Planners, Employee Benefits, Mutual Funds, Financial Advisory, Strategic Financial..., Term Life Insurance, Strategic Planning, Small Business, Critical Illness, Retirement, Long Term Care Insurance, Health Insurance, New Business Development, 401k, Wealth, Securities, Medicare, Sales Management, Long-term Care, Wealth Management, Direct Sales, Succession Planning, Financial Services, IRAs, Deal Closure, Insurance, Brokers, Whole Life, Underwriting
Education
The American College 1999 — 2006
Professional Designations
Kansas State University 1988 — 1992
Bachelor of Science
Andover High School 1984 — 1988
Principal Financial Group August 2014 - Present
Amazon November 2013 - August 2014
Boeing May 2013 - October 2013
Charles Schwab October 2011 - May 2013
Charles Schwab November 2009 - October 2011
Infosys Technologies Ltd June 2006 - October 2009
Skills
SQR, PeopleCode, Process Scheduler, PeopleTools, XML Publisher, DB2/SQL, Effort Estimation, Test Estimation, Defect Tracking, System Integration..., Payroll for NA, Compensation, Benefits Administration, Human Resources, PeopleSoft Security, Application Engine, Component Interface, Workforce Administration, STAT, PS Query, PeopleSoft Process..., Oracle SQL, Integration Broker, Technical Documentation, Technical Design, Document Design, Test Planning, System Testing, Integration Testing, DB2, Production Support, Testing, Fit/Gap Analysis, PL/SQL, User Acceptance Testing, Requirements Analysis, Functional..., Requirements Gathering, SQL*Plus, Data Migration, SQL, Data Conversion, Software Project..., Performance Tuning, Test Cases, Gap Analysis, People Skills, Integration, PeopleSoft, Business Analysis
Education
Jawaharlal Nehru Technological University 2002 — 2006
BTech, Computer Science and Engineering
Nalanda Junior College 2000 — 2002
Intermediate, MPC
CompSource Oklahoma April 2012 - Present
Curwood Inc. June 2011 - April 2012
Sac and Fox Nation August 2009 - June 2011
Premium Protein Products October 2008 - July 2009
Premium Protein Products July 2007 - October 2008
The Home Depot May 2003 - June 2007
Principal Financial Group October 2000 - May 2003
CCMH October 1995 - April 1996
Skills
Benefits Administration, Employee Relations, Compensation, HRIS, Succession Planning, Deferred Compensation, Human Resources, Recruiting, Performance Management, Payroll, Training, Customer Service, Talent Management, Leadership, Employee Training, Personnel Management, Management, Temporary Placement, Onboarding, Employee Benefits, Talent Acquisition, Policy
Education
Kaplan University
Bachelor's of Science, Human Resource Management
The Retirement Network January 2013 - Present
Principal Financial Group November 2011 - February 2013
The Auto Club Group September 2010 - November 2011
Ann Taylor LOFT April 2009 - August 2010
ANN INC. November 2007 - April 2009
ANN INC. July 2007 - November 2007
Darden August 2005 - May 2007
Skills
Insurance, Customer Service, Retail, Outlook, Data Entry, Customer Experience, Calendaring, File Management
Education
University of Illinois Springfield 2005 — 2007
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
John Wood Community College 2003 — 2005
Associate of Science (A.S.), Focus in Business
AA-ISP (American Association of Inside Sales Professionals) December 2014 - Present
Infinity Contact August 2012 - November 2014
Infinity Contact August 2012 - October 2013
Principal Financial Group August 2006 - November 2007
APAC Customer Service March 2006 - August 2006
Skills
MS Office, Employee Benefits, Team Leadership, Training, Train New Employees, Delivering Results, Dispute Resolution, Customer Service, Customer Satisfaction, Computers, Human Resources, Client-focused, Customer Retention, Outlook, Time Management, Microsoft Office, Business Development, Account Management, New Business Development, Management, CRM, Sales, Team Building, Leadership, Marketing
Education
Mount Mercy University 2011 — 2013
Bachelor's degree, Human Resources Management and Services, Business Management
Kirkwood Community College 2008 — 2011
Associate of Arts (A.A.), Business Administration and Management, General
Principal Financial Group April 2014 - Present
Dendreon January 2011 - November 2012
Millennium Pharmaceuticals January 2006 - January 2011
Pfizer Oncology January 2002 - January 2006
Skills
Business Strategy, IRAs, Pension Plans, Mutual Funds, Retirement, Public Speaking, Annuities (Variable &..., Series 63, Series 6, Tax-Deferred Savings, Healthcare, Cross-functional Team..., 401k, Sales Management, Quality Assurance, Disability Insurance, Research, Asset Allocation, Buy- Sell Arrangements, Estate Planning, College Funding..., Income Protection, Financial Needs Analysis
Education
Jackson State University 1968 — 1972
Biology, Chemistry
City and County of San Francisco December 2014 - Present
City and County of San Francisco - PUC June 2008 - December 2014
City and County of San Francisco November 2001 - June 2008
City of Oakland 2000 - 2001
Principal Financial Group 1990 - 1998
Skills
Budgets, Policy, Operations Management, Government, Analysis, Finance, Contract Management, Management, Public Policy, Project Management, Non-profits, Internal Controls, Public Finance, Human Resources, Program Management, Community Outreach, Community Development, Customer Service, Economic Development, Management Consulting, Strategic Planning, Policy Analysis, Data Analysis, Sustainability, Local Government, Organizational..., Economics, Water Supply, Change Management
Education
University of California, Berkeley 1998 — 2000
Masters, Public Policy
Iowa State University - College of Business 1986 — 1990
BBA, Finance
MAPINC January 2011 - Present
Principal Financial Group January 2004 - December 2010
Charles Schwab June 1994 - January 2004
Skills
Leadership, Management, Financial Services, Training, Recruiting, Sales Management, Sales, Strategic Planning, Positive change agent, Building exceptional..., Wealth Management, Mutual Funds, Series 7, Investment Advisory, Retirement Planning, Estate Planning, Exceptional client..., Key Account
Education
FINRA 2009 — 2015
FINRA Arbitrator, FINRA Arbitrator
Kansas State University
B.S., Finance
Kansas State University
B.S., Political Science
Principal Financial Group July 2015 - Present
Principal Financial Group March 2014 - July 2015
Principal Financial Group November 2007 - March 2014
The Watershed Addiction Treatment Programs Inc July 2003 - November 2007
MetLife September 2000 - July 2003
SWH Southeast Women's Healthcare September 1993 - September 2000
Burle Industries, Inc. 1990 - 1993
Intelligent Computer Systems 1988 - 1990
Jay Advertising May 1985 - March 1988
Skills
Marketing Communications, Project Planning, Organizational..., Training, Public Relations, Management, Marketing, Public Speaking, Event Planning, Advertising, Coaching, conversational French, Communication Written, Customer Service, New Business Development, Fixed Annuities, French, Event Management, Team Leadership, Social Media, Leadership
Education
The American College
CLF, Chartered Leadership Fellow
The American Collge
LUTCF, Life Underwriting Training Council Fellow
Juniata College 1981 — 1985
BA, Written Communications/ French
Hempfield High School 1979 — 1981
College/University Preparatory and Advanced High School/Secondary Diploma Program
Hummersknott 1976 — 1978
High School/Secondary Diplomas and Certificates
Honest Floating January 2015 - Present
The Shero Experience July 2014 - Present
Honest Living May 2013 - Present
Katering Kitchen May 2013 - 2014
Green Angels January 2012 - July 2013
Little Bohemia January 2012 - September 2012
Principal Financial Group October 2007 - January 2012
Skills
Leadership, Customer Service, Marketing, Nutrition, Event Planning, Sales, Public Speaking, Cooking, Social Media, Strategic Planning, Time Management, Team Building, Health, Team Leadership, Health Insurance, Employee Benefits, Motivational Speaking, Wellness Coaching, Health Coaching, Coaching, Wellness, Social Networking
Education
Institute for Integrative Nutrition 2013 — 2014
Health Coach Certification, Foods, Nutrition, and Wellness Studies, General
Kirkwood Community College 2011 — 2013
Studied Nutrition, Chemistry, Anatomy, Biology, Psychology of Exercise
Benton Community High School 1999 — 2002
Diploma 2002
The Vanguard Group June 2000 - Present
Iowa Workforce Development June 1998 - May 2000
Principal Financial Group January 1998 - June 1998
Skills
SDLC, Software Project..., Requirements Analysis, Agile Methodologies, Scrum, Waterfall, Quality Center, DB2, Agile Project Management, Project Management, ETL, MS Project, Testing, System Testing, PMP, COBOL, Mainframe, Scope Management, Resource Management, Planning and Budgeting, Risk Management, Team Leadership, Problem Solving, Project Integration, Business Acumen, Business Analysis, Requirements Gathering, Oracle, Software Quality..., Test Management, Test Planning, JCL, Visual Basic, IT Management, Software Development, PL/SQL, CICS, QTP, Regression Testing, Program Management, Leadership, Management, Visio
Education
Penn State University 2001 — 2007
Master of Science (MS), Computer and Information Sciences and Support Services
Kakatiya University 1992 — 1996
Bachelor of Technology (B.Tech.), Mechanical Engineering
Nationwide Insurance July 2005 - Present
Principal Financial Group January 2003 - July 2005
Skills
Employee Benefits, Talent Acquisition, Employee Relations, Insurance, College Recruiting, Onboarding, Workers Compensation, Performance Management, Benefits Administration, Recruiting
Education
Iowa State University - College of Liberal Arts and Sciences 1993 — 1995
Speech Communication and Rhetoric
Principal Financial Group April 1999 - Present
Skills
Executive Benefits, Deferred Compensation, Executive Compensation, Marketing Communications, NQ, COLI, Retirement Solutions, Life Insurance, Executive Benefit..., Series 6, Series 63, FINRA, Underwriting
Education
Kennesaw State University 1991 — 1995
B.S., Political Science
Principal Financial Group July 2013 - Present
Principal Financial Group September 2007 - July 2013
Skills
SQL, Informatica, IBM Tivoli, Databases, DB2, Atlassian JIRA, Confluence, Excel, Visio, SQLite, HTML + CSS, Java, C++, Dreamweaver, Eclipse, netbeans, Business Objects, VB.NET, T-SQL, SharePoint, OneNote, WinSQL, WinSCP, Beyond Compare, Silverpop Engage, XML Schema, XML, CA7, FTP, Unity3D, Github, Tortoise SVN, JavaScript, WAMP
Education
Simpson College 2012 — 2014
Bachelor of Arts (B.A.) with a minor in Computer Science, Computer Information Systems/Computer Science
University of Phoenix 2010 — 2011
Associate of Arts, Computer Programming
Iowa Western Community College 2000 — 2001
diploma, Computer Aided Drafting and Design
Barney & Barney, a Marsh & McLennan Agency LLC Company August 2010 - Present
FAS-EBA Insurance Services May 2000 - August 2010
American Specialty Health 1998 - May 2000
Eastman & Benirschke September 1995 - 1997
E.J. Phelps & Company 1993 - 1995
Travelers 1992 - 1993
Principal Financial Group 1987 - 1992
Skills
Employee Benefits, Cafeteria Plans, Claims, Group Benefits, Health Insurance, Disability Insurance, Health Savings Accounts, Brokers, Long Term Care, Group Health, Plan Design, Open Enrollment, Term Life Insurance, Long-term Care, COBRA, Flexible Spending..., Life Insurance, Claim, Business Planning, Benefits Administration, Employee Wellness, Group Insurance, Licensed Life & Health..., Commercial Insurance, Management, Leadership, Health Care Reform, Underwriting
Education
Cuyamaca & Grossmont Community College
Business
Heald's Kelsey Jenny Business College
Accounting, Business
Kapiolani Community College
Accounting
Principal Financial Group June 2014 - Present
Stork Fencing May 2008 - May 2014
Principal Financial Group January 2013 - August 2013
CJ Stork Transfer, Inc. May 2010 - January 2013
Skills
Organizing, Accounting, Financial Accounting, Hard Worker, Team Motivator, Situational Leadership, Team Leadership, Teamwork, Financial Statements, Cost Accounting, Spreadsheets, Critical Thinking, Financial Reporting
Education
Buena Vista University 2010 — 2014
Bachelor's Degree, Accounting
Iowa Western Community College 2008 — 2010
N/A
Independent Consultant for The Pampered Chef February 2012 - Present
Principal Financial Group November 2010 - August 2012
Pella Windows & Doors April 2007 - December 2009
Pella Windows & Doors November 2007 - June 2009
Pella Windows & Doors April 2007 - November 2007
React Volleyball Club, Inc July 2006 - July 2007
AmFab July 2005 - April 2006
Skills
Recruiting, Employee Benefits, Benefits Administration, Payroll, Human Resources, Software Documentation, Customer Service, Access, Sales, Continuous Improvement, Purchasing, Management, Project Planning, Customer Satisfaction, Process Scheduler, Interviews
Education
Kansas State University 2000 — 2004
BS, General Management/Operations Management
Kansas State University 2000 — 2004
Bachelor of Science, Business Administration; General Management and Operations Management
Riverside Health System October 2013 - Present
Hawaii State Bar Association 2008 - April 2011
Lincoln Financial Group October 2006 - August 2007
Principal Financial Group August 2000 - April 2006
Skills
Employee Benefits, Management, Retirement, Training
Education
Jacksonville University 2001 — 2005
Bachelor of Science, Management
Fountain-Ft. Carson High School
Aflac August 2013 - Present
Principal Financial Group April 2012 - July 2013
Sun Life Financial June 2006 - April 2012
Sun Life Financial 1999 - 2006
Skills
Business Development, Disability Insurance, Insurance, Sales, Employee Benefits, Account Management, Cold Calling, Relationship Management, Sales Management, Brokers, Leadership, Sales Presentations, Selling, Underwriting, Management, Health Insurance, Life Insurance
Education
John Carroll University 1995 — 1999
Marist High School 1991 — 1995
Principal Financial Group December 2007 - Present
Skills
401k, Insurance, Small Business, Team Building, Customer Service, Disability Insurance, Employee Benefits, Sales, Life Insurance, Retirement Planning, Training, Mutual Funds, Marketing
Education
Judson College 1981 — 1985
Bachelor of Science, Business
University of South Alabama 1982 — 1984
BS, Business
Marion Military Institute 1977 — 1981
High School
Author June 2014 - Present
Self Employed April 2006 - September 2014
Miss Jackie's Sweet Treats November 2011 - September 2013
Principal Financial Group March 2004 - December 2005
A Woman's Passion - Handcrafted Gifts & Accessories April 2003 - September 2005
Principal Financial Group June 2001 - March 2004
Principal Financial Group June 2000 - June 2001
Prudential Kathy Reid Realty September 1998 - June 2000
Skills
Creative Writing, Social Media Marketing, Marketing, Event Planning, Social Media, Public Speaking, Advertising, Marketing Strategy, Management, Entrepreneurship, Creative thinking, Records Management, Budgets, Customer Service, •Entrepreneurial..., Sales and..., Well developed..., Organizational tactics, Recordkeeping
Education
Kent State University
Bachelor of Arts (B.A.), Communication Studies, Summa Cum Laude
North Catholic High School 1992 — 1996
Principal Financial Group July 2014 - Present
Lockton Companies October 2010 - June 2014
Cretcher Heartland, LLC May 2008 - October 2010
Gear for Sports May 2007 - August 2007
Burns & McDonnell May 2006 - August 2006
Skills
Customer Service, Account Management, Microsoft Office, Employee Benefits, Risk Management, Strategic Planning, Insurance, Marketing, Brokers, PowerPoint, Sales, Microsoft Excel, Health Insurance, Underwriting, Commercial Insurance, Workers Compensation, Property & Casualty..., Health Savings Accounts, Employment Practices...
Education
Kansas State University 2004 — 2008
Bachelor of Science (BS), Business Administration/Marketing
FCStone LLC (an INTL FCStone Inc company) July 2015 - Present
optionsXpress at Charles Schwab October 2014 - August 2015
optionsXpress at Charles Schwab October 2012 - October 2014
Principal Financial Group November 2010 - October 2012
DJD Trading March 2005 - October 2012
Morgan Stanley September 1990 - January 2005
Skills
Commodities, Trading, Mutual Funds, Equities, Technical Analysis, Brokerage, Asset Management, Investments, Electronic Trading, Series 3, Series 7, Stocks, Asset, Options, Financial Markets, Retirement Planning, Retirement, Alternative Investments, Derivatives, ETFs, Trading Strategies, Fixed Income, Investment Strategies, Securities, Managed Futures, Investment Advisory, Asset Allocation, Financial Analysis, Bonds, Proprietary Trading, Portfolio Management, Capital Markets, FINRA, Series 66, Equity Trading, Wealth Management, Managed Accounts, Equity Research, Commodity, Traders, Financial Advisory, Fundamental Research, Financial Planning, Fixed Income Trading, Trading Systems, Hedge Funds, Series 63, Financial Services, Valuation, Foreign Exchange
Education
Keller Graduate School of Management of DeVry University
MBA, Business
Loras College
BA, Business
Strategic Retirement Partners September 2015 - Present
401(k) Advisors 2011 - August 2015
Principal Financial Group May 2005 - July 2009
Van Kampen Investments March 2001 - May 2005
Skills
Employee Benefits, Series 63, ERISA, Series 6, Investments, Investment Advisory, Pensions, Qualified Retirement..., Profit Sharing, Defined Contribution, Fixed Annuities, Sales, Asset Management, Insurance, Financial Advisory, Executive Pay
Education
Kenyon College 1994 — 1998
BS, History
Hanson McClain Advisors September 2013 - Present
Principal Financial Group January 2012 - September 2013
Countertop Specialists Inc. 1982 - 2011
Skills
Retirement Planning, 401k, Strategic Financial..., Retirement, Investments, Mutual Funds, Asset Allocation, Financial Analysis, College Funding..., Retirement Plan..., Small Business, Process Improvement, IRAs, Roth IRA, Financial Planning, Income Protection, Tax-Deferred Savings, Financial needs analysis, Sep & Simple IRA's, 403 b, Business Continuation..., Charitable Giving, Deferred Compensation, 457 Plans, Asset Management, Risk Analysis, Qualified Retirement..., On plan investment..., Self Directed 401k, Certified Financial...
Education
University of California, Davis 2012 — 2014
Certified Financial Planning certificate program, CFP®
Keller Graduate School of Management of DeVry University 2009 — 2011
MBA, Finance
University of Phoenix 2004 — 2008
Bachelor of Science, business management
Personalized Brokerage Services January 2013 - Present
Personalized Brokerage Services April 2003 - January 2013
Personalized Brokerage Services January 2005 - December 2005
Principal Financial Group May 2002 - September 2003
Skills
Annuities, Marketing Strategy, Customer Relations, Coaching, Business Planning, New Business Development, Public Speaking, Consultative Selling, Problem Solving, Fixed Annuities, Selling, Life Insurance, Customer Service, Financial Services, Brokerage, Insurance, Retirement Planning, Business Development, Retirement, CRM, Investments, Financial Planning, Sales
Education
The American College 2014 — 2015
Retirement Income Certified Professional ® (RICP ®), Retirement Income Planning
Kansas State University 1998 — 2002
Bachelors, Financial Services
Chaparral High School 1994 — 1998
Transamerica Retirement Solutions 2014 - Present
Principal Financial Group January 2012 - 2014
Wells Fargo 2010 - 2011
Sherwin Williams 2005 - 2010
Skills
Strategic Financial..., Investments, Mutual Funds, Retirement Planning, 401k, Portfolio Management, Financial Analysis, Asset Allocation, Life Insurance, Disability Insurance, Tax Reduction Strategies, Wealth Transfer Planning, Wealth Management, Wealth Accumulation, Group Benefits, Banking, Loans, Retirement, Fixed Annuities, Management, Insurance
Education
Kirkwood Community College
Associate of Arts (A.A.), Business Administration, Human Resources
University of Iowa
Bachelor of Business Administration (B.B.A.), Management and Organizations
Principal Financial Group March 2005 - Present
Manpower Professional March 2004 - March 2005
Gateway October 2001 - March 2004
MedScape October 1997 - October 2001
Skills
SharePoint Designer, VBScript, Network Administration, SharePoint, Problem Solving, Troubleshooting, XP, Testing, InfoPath
Education
Kaplan University-Des Moines Campus 2006 — 2007
Associates, Computer Information Systems
Principal Financial Group August 2014 - Present
Paychex February 2012 - August 2014
Benefits Resource Group August 2010 - February 2012
Ohio Energy Workforce Consortium May 2009 - July 2010
Corporate College (A division of Cuyahoga Community College) December 2008 - July 2010
Enterprise Rent-A-Car March 2003 - November 2008
Philips September 2000 - June 2001
Skills
Customer Service, Training, Leadership, Management, Sales, Cold Calling, Team Building, Sales Operations, Marketing, Selling, Sales Management, Employee Benefits, Time Management, Sales Process, Customer Satisfaction, B2B, Networking, Social Media Marketing, CRM, New Business Development, Consulting, Consultative Selling
Education
Kent State University 1996 — 2000
B.A., Marketing & Communications
Stow-Munroe Falls High School 1992 — 1996
Diploma
Appian Way Career Advising September 2014 - Present
Keene State Investment Group August 2014 - Present
Principal Financial Group May 2014 - September 2014
Skills
PowerPoint, Social Media, Microsoft Office, Teamwork, Investments, Portfolio Management, Leadership, Social Networking, Retirement, Finance, Financial Analysis, Equities, Securities
Education
Keene State College 2011 — 2015
Bachelor's Degree, Economics
Chubb July 2012 - Present
AIG May 1998 - July 2012
Near North Insurance Brokerage May 1996 - May 1998
The Hartford September 1994 - May 1996
Principal Financial Group June 1993 - September 1994
Skills
Underwriting, Marketing, Property & Casualty..., Sales, Insurance, Commercial Insurance, Employee Benefits, Claim, Brokers, Liability, General Insurance, Casualty, Legal Liability, Risk Management, Workers Compensation, Professional Liability, Reinsurance, Casualty Insurance, Umbrella Insurance, Customer Service, High Net Worth Insurance, High Net Worth...
Education
Jackson State University 1988 — 1993
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Principal Financial Group November 2014 - Present
Wells Fargo July 2014 - November 2014
Ministry for Foreign Affairs of Spain September 2013 - May 2014
Wonder Years Academy May 2008 - September 2013
River Room Cafe August 2011 - May 2013
Skills
Teaching, Microsoft Office, Microsoft Excel, Community Outreach, Social Media, Spanish-speaking, Research, PowerPoint, Event Planning, Public Speaking, Microsoft Word, Child Development, Social Networking, Higher Education, Customer Service, Behavior Modification, Cpr Certified, Universal Precautions, Childcare, Teamwork, Data Entry, Tutoring, Roth IRA, Traditional IRA, Banking, Leadership, Time Management, Public Relations, Management, Sales, Fundraising, Financial Analysis
Education
University of Iowa 2009 — 2013
Bachelor of Arts (BA), Spanish
Kaplan University
Kaplan University
UnityPoint St Luke's Cedar Rapids August 2013 - Present
Sedgwick Claims Management Services, Inc November 2012 - August 2013
Stirling Bridge Place September 2011 - January 2012
Principal Financial Group March 2008 - March 2011
Principal Financial Group January 2003 - March 2008
Principal Financial Group July 2001 - January 2003
St Luke's Hospital June 1990 - July 2001
Abbe Center for Community Mental Health January 1987 - May 1990
Skills
Utilization Management, Case Management, Healthcare, Mentoring, Nursing, Health Insurance, Health, Customer Service, Documentation, Problem Solving, Medical Management, Managed Care, Hospitals, Case Managment, Insurance
Education
Kirkwood Community College 1986 — 1990
Associates, Nursing
Downtown Development Group March 2012 - Present
Elliott Properties June 2004 - Present
Oakley Signs & Graphics, Inc. January 2010 - January 2011
Principal Financial Group June 2007 - June 2008
Vantage Homes 1997 - 2004
Skills
Sellers, Investment Properties, Training, Loans, Sales, Townhomes, Marketing, Residential Homes, Customer Service, Investments, REO, Process Improvement, Sales Operations, Real Estate, Real Estate Transactions, Selling, Investors, Real Property, Single Family Homes, New Home Sales
Education
Johnson County Community College
Associate of Arts
Colorado Association of Realtors® and National Association of Realtors®
Principal Financial Group January 2015 - Present
Principal Financial Group January 2003 - December 2014
Principal Financial Group January 1996 - December 2002
Principal Financial Group August 1989 - December 1995
Principal Financial Group June 1986 - July 1989
Metromedia January 1984 - May 1986
Skills
Series 7, Series 66, Asset Allocation, Business Continuation..., Charitable Giving, Estate Planning, Executive Benefits..., Financial Needs Analysis, Income Protection, IRAs, Mutual Funds, Pension Plans, Survivor Income, Wealth Accumulation, 401(k), 403(b), SEP &..., Disability Income..., Annuities (Variable &..., College Funding..., Universal Life Insurance, Term Life Insurance, Whole Life Insurance
Education
Jacksonville University 1975 — 1979
B.S., Psychology and Sociology
Andrew Jackson Senior High School 1972 — 1975
Diploma, College Preparatory
Avadyne Health 2005 - Present
Canman Show Studio 2008 - Present
Free Lance Actor and On Camera Talent 1999 - Present
Canfield's Frightmare Forest 2000 - 2007
Principal Financial Group 2000 - 2005
McLeodUSA January 1999 - April 2000
Younkers Department Store 1997 - 1999
US Army 1991 - 1999
Skills
Healthcare Industry, Acting, Voice Acting, Video Production, Epic Systems, Hospital Revenue Cycle, Entertainment, Meditech, Adobe Creative Suite, World Class Customer..., Visual Arts, Audio-Visual Production, Talk Show, On-camera Talent, Special Effects Makeup, Radio Host, Radio Broadcasting, Digital Photography, HIPAA, Social Media, Adobe Audition, Public Speaking, Improvisational Comedy, Media & Entertainment, Podcasting, Audio Editing, Photoshop, After Effects, Customer Service, Editing
Education
Kirkwood Community College
Cedar Rapids Washington High School 1988 — 1991
AgencyEvolved July 2014 - Present
Midwest Assurance, LLC December 2013 - Present
MarketSource Agency Network, LLC March 2006 - November 2013
V-Teck Communications WPKO AND WBLL August 2004 - February 2006
National City Bank November 2003 - August 2004
A.G. Edwards November 2002 - October 2003
Principal Financial Group February 2002 - December 2002
Riskclick, Inc. January 2001 - January 2002
Sagemaker February 2000 - December 2000
The Moore Agency, Inc. May 1994 - February 2000
Skills
Insurance, Property & Casualty..., Commercial Insurance, General Insurance, Umbrella Insurance, Sales, Start-ups, Commercial Lines, Claim, Marketing, Professional Liability, Sales Management, Entrepreneurship, Risk Management, Brokers, Small Business, Underwriting, Management, Employee Benefits, Insurance Brokerage, Fixed Annuities, D&O, Marketing Communications, Investments, Employment Practices..., Workers Compensation, Casualty, Excess, Life Insurance, Inland Marine, Finance, Health Insurance, Financial Services, Homeowners, Motorcycle, Legal Liability, Term Life Insurance, Entrepreneur, Insurance Administration, Insurance Agents, Office Automation, website design, social media, SEO, online marketing, Casualty Insurance, Social Media
Education
Kent State University 1986 — 1989
Bachelor of Business Administration, Finance
Principal Financial Group September 2014 - Present
Fidelity Investments October 2013 - August 2014
Fidelity Investments August 2009 - October 2013
Fidelity Investments July 2004 - August 2009
Skills
Retirement, Defined Contribution, Wealth Management, Retirement Planning, Financial Services, Portfolio Management, 401k, Financial Advisory, Finance
Education
Johnson & Wales University 1997 — 2000
Bachelor's Degree, Marketing
Financial Design Services, Inc. 1973 - Present
Principal Financial Group 1973 - 1983
Skills
Retirement Planning, 401k, Employee Benefits, Pension Retirement Plans, Retirement, Diability Income..., Health Insurance, Account Management, ERISA, Financial Advisory, Cafeteria Plans, Group Insurance, Long Term Care Insurance, Deferred Compensation, Registered Investment..., Risk Management, Investments, Estate Planning, Financial Services
Education
Kirkwood Community College 1970 — 1971
Associate's Degree
Principal Financial Group March 2015 - Present
Colonial Life January 2014 - March 2015
BBI Benefits March 2012 - January 2014
Benemax, Inc. April 2011 - March 2012
Skills
Employee Benefits, Disability Insurance, Life Insurance, Managed Care, Insurance, Health Insurance, Long-term Care, Term Life Insurance, Workers Compensation, Medicare, Benefits Administration, Brokers, Health Savings Accounts
Education
Ithaca College 1975 — 1979
Communications
Weston High School 1971 — 1975
Cornerstone Brands February 2011 - Present
Principal Financial Group March 2009 - September 2009
Miller-Valentine Group January 2008 - November 2008
Avon Cosmetics February 2000 - July 2007
Alois Alzheimer Center April 1998 - July 1999
Skills
Excel, Microsoft Office, Administrative Support, Outlook, Software Documentation, Customer Service, Data Entry, Sales, Microsoft Word, PowerPoint, Training, Teamwork, Inventory Management, Accounts Payable, Accounts Receivable, Customer Satisfaction, Filing, Social Networking
Education
Ivy Tech Community College
Information Technology
Rockwell Collins July 2013 - Present
University of Iowa August 2009 - October 2013
Principal Financial Group November 2007 - July 2009
Printgroup USA May 2007 - August 2007
Skills
XML, JavaScript, Microsoft SQL Server, SQL, CSS, PHP, MySQL, Databases, Integration, Data Analysis, Python, AJAX, HTML, jQuery, HTML 5, IIS, Aerospace, ASP.NET AJAX, Flash, ARINC 429, flight display, Avionics, Data Structures, Visual Studio, Cloud Computing, data structure, Commercial Aviation, Aviation, Project Engineering, Engineering Management, Software Engineering, Avionics Integration, Doors, ClearQuest, Eclipse, Product Development, Requirements Management, Systems Engineering, Earned Value Management, Management, Program Management, Team Building, Team Leadership
Education
Iowa Wesleyan University 2004 — 2008
Bachelor of Science (B.Sc.), Computer Science
Netsmart Technologies June 2015 - Present
Hale Library, Kansas State University October 2011 - May 2015
H&R Block June 2014 - August 2014
Principal Financial Group May 2013 - August 2013
Skills
DataPower, Troubleshooting, Network Administration, SQL, DNS management, Firewalls, HTML, Web Applications, CRM Integration, InfoSphere Data..., Relational Databases, .NET, Mobile Product..., McAfee Web Gateway, Python, Linux, Project Management
Education
Kansas State University 2011 — 2015
Bachelor of Arts (B.A.), Management Information Systems, General, Senior
Kansas State University 2011 — 2015
Bachelor's Degree, Business Administration and Management, General, Senior
Johnson County Community College 2008 — 2011
Olathe Northwest Senior High 2008 — 2011
High School Diploma
Netchemia, a PeopleAdmin Company January 2015 - Present
Modis January 2014 - January 2015
Principal Financial Group July 2013 - January 2014
Brown Mackie College November 2012 - July 2013
Northwestern Mutual June 2011 - November 2012
Skills
Recruiting, Interviews, Sourcing, Management, Corporate Recruiting, Training, Career Counseling, Talent Acquisition, Social Media, Customer Service, Hiring, College Recruiting, Sales, Leadership, Admissions, Resume Writing, Social Networking, Cold Calling, iCIMS, Networking, Employee Relations, Time Management, Advertising, Marketing, Employee Benefits, Employee Training, Insurance, Long-term Care, Disability Insurance, Coaching, Team Building, Higher Education, CampusVue, Public Speaking, Event Management, Microsoft Office, Microsoft Excel, PowerPoint, Technical Recruiting
Education
Western Governors University
Bachelor of Science (B.S.), Human Resource Management
Johnson County Community College
Associate of Arts and Sciences (A.A.S.), Business Administration and Management, General
Olathe South
High School Diploma
Transamerica, an AEGON company April 2008 - Present
Goodwill of the Heartland January 1999 - October 2008
Principal Financial Group July 1998 - February 2008
Skills
Advertising, Employee Engagement, HRIS, Talent Acquisition, Recruiting, Employee Benefits, SDLC, Coaching, Executive Search, Resume Writing, Employee Relations, PeopleSoft, Human Resources, Technical Recruiting, Contract Recruitment, Applicant Tracking..., Performance Management, Sourcing, Succession Planning, Internet Recruiting, College Recruiting, Health Insurance, Onboarding, Talent Management, Organizational..., Benefits Administration, Deferred Compensation, Insurance, Benefits Negotiation, Interviews, Screening, HR Consulting, Career Development, Payroll, Staffing Services, Temporary Placement, Employee Training, Vendor Management, Leadership Development, Taleo, Career Counseling, Hiring, Employer Branding, Workforce Planning, Change Management, Training, Job Coaching, Screening Resumes, Cold Calling, HR Policies
Education
University of Northern Iowa 1989 — 1994
Kirkwood Community College 1990 — 1992
Human Services
Prairie High School 1987 — 1989
GrafTech International June 2011 - Present
Greater Mount Tabor MBC January 2006 - Present
Principal Financial Group December 2003 - December 2008
ManpowerGroup November 2001 - June 2003
Kelly Services June 2000 - September 2001
Skills
Human Resources, Employee Relations, Recruiting, Onboarding, Talent Management, Performance Management, Employee Benefits, FMLA, Employee Engagement, Affirmative Action...
Education
John Carroll University 1994 — 1998
Bachelor of Science (BS), Business Administration/ Human Resources Management
Cuyahoga Community College 2009 — 2010
Accounting
Principal Financial Group May 2002 - Present
Rockwell Collins 1981 - 2002
Skills
Microsoft Word, Microsoft Excel, Microsoft Publisher, Microsoft Outlook, Microsoft PowerPoint, SharePoint, OneNote, Diversity & Inclusion, Business Meetings, Move Coordination, Computer Security, International Travel, Business Travel, Collaborative Problem..., Certified Professional..., Software Documentation, Office Management, Customer Service, Program Management, PowerPoint, Fundraising, Public Speaking, Spreadsheets, Visio, Cross-functional Team..., Outlook
Education
Kirkwood Community College
Certified Professional Secretary Review Classes
Marshalltown Community College
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies
Hays Companies July 2011 - Present
RJDutton, Incorporated June 2007 - July 2011
MetLife September 2005 - June 2007
Principal Financial Group February 2004 - September 2005
Skills
Employee Benefits, Risk Management, Employee Wellness..., Health Insurance, Underwriting, Insurance, Customer Service, Open Enrollment, Account Management, Strategic Planning, Brokers, Human Resources, Health Savings Accounts, Workers Compensation, COBRA, Disability Insurance
Education
Kansas State University 1999 — 2003
Bachelors, Public Relations, Law, Graphic Design
Shawnee Mission West High School 1994 — 1998
Principal Financial Group February 1989 - Present
Skills
Defined Benefit
Education
American Institute of Business 1982 — 1984
AS, Accounting / Computer Programming
Northwest Missouri State University 1978 — 1981
BS, Ag Business / Animal Science
Kankakee Community College 1976 — 1978
General Studies, Agriculture
TD May 2013 - Present
OfficeTeam September 2012 - April 2013
OfficeTeam July 2012 - August 2012
Harvard Clinical Research Institute August 2010 - June 2012
Principal Financial Group May 2007 - September 2009
Professional Staffing Group January 2007 - May 2007
Andover Public Schools September 2005 - June 2006
Skills
Microsoft Office, Adobe Acrobat, Salesforce.com, Outlook, Administrative..., Microsoft Word, Event Management, Microsoft Excel
Education
Keene State College 2001 — 2005
Bachelor of Science (B.S.), Elementary Education and Sociology
Austin Preparatory School 1994 — 2001
Aflac August 2015 - Present
Principal Financial Group 2008 - 2015
Wilson Thoroughbreds August 2004 - June 2005
Hi Tech Auto Repair November 1998 - December 2003
Skills
Financial Services, Insurance, Sales Process, Investments, Retirement Planning, Life Insurance, Long Term Care Insurance, Customer Service, Disability Insurance, Financial Planning, Employee Benefits, Retirement, Leadership, Securities, Term Life Insurance, Fixed Annuities
Education
Kennesaw State University 2005 — 2007
Bachelor of Arts (B.A.), World History, Summa Cum Laude (3.95 GPA)
The American College
Financial Planning and Services
Princeton University November 2014 - Present
Prodigy Technologies Inc February 2007 - Present
Exelon / Accenture September 2011 - November 2014
United Airlines / IBM March 2011 - September 2011
Wisconsin Public Service (Integrys Energy Group) September 2009 - March 2011
Asplundh Tree Expert Co. June 2008 - September 2009
The Scooter Store February 2008 - June 2008
Principal Financial Group February 2007 - February 2008
Nexus February 2004 - July 2005
Skills
PeopleSoft, PeopleTools, SQR, PeopleCode, XML Publisher, Financials, Connect Direct, Requirements Gathering, Data Conversion, Requirements Analysis, Oracle, Crystal Reports, nVision, Production Support, PS Query, Google App Engine, Interfaces, Oracle Applications, PL/SQL, ERP, OBIEE, Web Services, Testing, SDLC, Weblogic, Unix, Integration, Databases, Oracle HR, Systems Analysis, COBOL, SSRS, SharePoint, Data Warehousing, ETL, PeopleSoft Financial, Software Project..., SQL Tuning, BI Publisher, Performance Tuning, Business Intelligence, SQL, Microsoft SQL Server, Unix Shell Scripting, Software Implementation, Data Migration, Business Analysis, Business Requirements, Toad, DB2
Education
Texas A&M University-Commerce 2005 — 2007
Masters, Computer Science
Jawaharlal Nehru Technological University 2000 — 2004
Bachelors, Computer Science and Information Technology
Kennedy High School
Voya Investment Management September 2012 - Present
Principal International May 2011 - October 2012
Principal Financial Group May 2004 - May 2011
Principal Financial Group January 2002 - May 2004
Skills
Finance, Accounting, Auditing, Internal Audit, Mergers & Acquisitions, Investments, GAAP, Financial Audits, Derivatives, CPA, Investment Strategies, Financial Advisory, Financial Analysis, Financial Reporting, Strategic Financial..., Financial Modeling, Risk Management, Sarbanes-Oxley Act, Financial Accounting, External Audit, Analysis, Bloomberg, Due Diligence, Enterprise Risk..., Financial Services, Financial Statements, Internal Controls, Mergers, Process Improvement, SEC filings, US GAAP
Education
Judson University 1992 — 1995
BA, Accounting
East Texas Baptist University 1991 — 1992
Accounting
Principal Financial Group January 2012 - Present
Principal Financial Group January 2005 - January 2012
Principal Financial Group March 1999 - December 2005
Principal Financial Group September 1996 - March 1999
Prinicpal Financial Group February 1994 - September 1996
Skills
Defined Benefit, Retirement, 401k, Retirement Planning, Non-Qualified Deferred..., 403 b
Education
James Madison University 1988 — 1991
BA, Communications, French
James Madison University
Bachelor of Science, Public Relations & French
Principal Financial Group Financial RepresentativeNorthwestern MutualJuly 1989 - April 2007
Education
Kansas State University 1982 — 1986
B.S., Marketing
Principal Financial Group January 2003 - Present
Lutheran Brotherhood 1993 - December 2001
Menasha Corporation 1991 - 1993
Avery Label, Avery International 1985 - 1991
Skills
Financial Needs Analysis, Supplemental Retirement..., Fixed Annuities, Mutual Funds, Wealth Accumulation, 401 (k), Disability Income...
Education
John Carroll University
MBA, Business
Principal Financial Group® February 2015 - Present
Northwestern Mutual April 2014 - February 2015
Northwestern Mutual October 2012 - April 2014
Northern Trust Corporation July 2010 - October 2012
Northwestern Mutual August 2005 - July 2010
Omaha Beef February 2005 - August 2005
Tampa Bay Buccaneers May 2004 - July 2004
Skills
Estate Planning, Financial Needs Analysis, Business Continuation..., Executive Benefits..., Wealth Accumulation, Income Protection, Asset Allocation, Supplemental Retirement..., Mutual Funds, Fixed Annuities, Series 7 registration, Series 6 registration, Series 63 registration
Education
North Dakota State University 1999 — 2005
Electrical Engineering, Bachelors of Science
Certified Financial Planner Board of Standards 2012 — 2012
CERTIFIED FINANCIAL PLANNER (TM), Financial Planning
Kaplan University 2011 — 2011
Financial Planning Education Program, Financial Planning and Services
Cannon Financial Institute 2010 — 2010
Financial Advisor Course on Trusts, Trust School
Series 24, Series 7, Series 6, Series 63
Securities Licenses
Brown Deer High School 1996 — 1999
Principal Financial Group June 2015 - Present
Transamerica Financial Advisers, Inc February 2005 - February 2015
NFA, Inc December 2012 - December 2014
Almighty Trade Inc. January 2008 - December 2012
Skills
401(k), 403(b),..., Annuities..., 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 and..., Key Person Insurance, Long-Term Care Insurance, Mutual Funds, Pension Plans, Retirement Planning, Salary Continuation, Series 6,7,63,65,66..., Split Dollar Plans, Supplemental Retirement..., Survivor Income, Tax-Deferred Savings, Term Life Insurance, Universal Life Insurance, Wellness Programs, Wealth Accumulation, Whole Life Insurance
Education
Peoples’ Friendship University of Russia 1994 — 2000
Bachelor's degree, LLM, Corporate and Contract Law
John F. Kennedy University
Law
Principal Financial Group April 2014 - Present
New York Life March 2009 - April 2014
LPL Financial Services (IFMG) January 2003 - March 2009
AIG VALIC 2000 - 2003
Fidelity Federal Bank January 1994 - June 2000
Skills
Sales Management, Team Leadership, Operations Management, Customer Relations, Training & Development, Recruitment/Retention, Marketing Strategy, Business Development, Events, Leadership, New Business Development, Social Networking, Customer Service, Employee Training, Teamwork, Management, Recruiting, Training, Coaching, Sales, Investments, Program Management, Banking, Strategy, Financial Services, Executive Management, Entrepreneurship, Insurance, Marketing, Human Resources, Finance, Analysis, Small Business, Securities, Time Management, Retirement Planning, Fixed Annuities, Retirement, Financial Advisory, Life Insurance, Strategic Financial..., Mutual Funds, Series 7, Long-term Care, Wealth Management, Estate Planning, Financial Planners, Series 63, IRAs, Term Life Insurance
Education
James Madison University - College of Business 1972 — 2000
BS
ETC Endure Energy May 2008 - Present
Saint Luke's Health System 2001 - 2008
Principal Financial Group 1995 - 2001
Skills
HRIS, Employee Relations, Recruiting, Employee Engagement, Benefits Management, Talent Acquisition, Employee Benefits, Deferred Compensation, Performance Management, FLSA, Benefits Design, FMLA, Payroll, Open Enrollment, Benefits Administration, Human Resources, Onboarding, New Hire Orientations, Applicant Tracking..., Personnel Management
Education
Unity 1989 — 1993
Kansas State University
BA, Business
Hanser & Associates March 1996 - Present
PR Council January 2015 - Present
UnityPoint Health (formerly Iowa Health System) 1991 - 1996
Principal Financial Group 1987 - 1991
Farm Credit Banks, Omaha, Neb. 1984 - 1987
Farmland Industries, Inc. 1975 - 1984
National Pork Producers Council August 1972 - March 1975
Skills
Public Relations, Media Relations, Social Media, Marketing Communications, Crisis Communications, Media Spokesperson..., Corporate Director, Speech Writing, International Marketing, Strategic Thinking, Strategic Planning, Corporate Communications, Community Development, New Business Development, Strategic Communications, Marketing Strategy, Nonprofits, Advertising, Leadership, Fundraising, Marketing, Management, Public Affairs, Crisis Management, Business Strategy, Internal Communications, Proposal Writing, Training, Social Media Marketing, Public Policy, Event Planning, Press Releases, Event Management
Education
Kansas State University 1968 — 1972
Bachelors, Journalism, 1972
Principal Financial Group September 2015 - Present
Transamerica December 2014 - Present
Transamerica Life Insurance Company June 2013 - December 2014
Transamerica Life Insurance Company February 2013 - June 2013
Transamerica May 2011 - June 2013
Transamerica May 2007 - May 2011
Collins Community Credit Union January 2004 - May 2007
Skills
Insurance, Life Insurance, Long-term Care, Call Center, Financial Services, Microsoft Excel, Analysis, Team Building, Access, Leadership, Training, Management, Business Process, Sales, Strategic Planning, Call Centers, Business Analysis
Education
Kaplan University 2009 — 2011
Bachelors of Science, IT; Networking
Kirkwood Community College 2003 — 2006
Associate of Arts, Liberal Arts and Sciences/Liberal Studies
Oelwein High School
High School Diploma
Appleton Cantrell LLC June 2015 - Present
Principal Financial Group 2014 - April 2015
Skills
Wealth Accumulation, Stocks, Bonds, Interest Rate Swaps, FX Trading, Derivatives, Options, Credit Derivatives, Financial Risk, Risk Management, Credit Risk, Asset Management, Fixed Assets, Deferred Compensation, Non-Qualified Deferred..., Long-term Care, Term Life Insurance, Universal Life, Indexed Annuities, Equity Indexed Annuities, Inflation-indexed bond, Buy-sell Agreements, Property & Casualty..., Interest Rate..., Interest Rate Risk..., Internal Audit, Basel II, Structured Products, Counterparty Credit Risk, Portfolio Management, Asset Pricing, Numerical Analysis, Mathematical Economics, Quantitative Finance, Value at Risk, Financial Engineering, Financial Econometrics, Investments, Finance, Investment Strategies, Financial Advisory, Retirement, Insurance, Mutual Funds, Asset Allocation, Wealth Management, Financial Analysis, Research, Retirement Planning, Investment Advisory
Education
Kentucky State University
Bachelor's Degree, Political Science and Government
Principal Financial Group March 2015 - Present
Kaplan University March 2010 - July 2014
GMAC Commercial Mortgage February 2002 - March 2010
Skills
Performance Management, Public Speaking, Project Management, MBA, Student Loans, Microsoft Office, Team Leadership, Coaching, Customer Service, Loss Prevention, Social Networking, Collections, Skip Tracing, Student Counseling, Management, Finance, Loans, Mortgage Servicing, Presentations, Goal Orientation, Reports, Loss Mitigation, Training, Leadership, Customer Satisfaction, Higher Education, PowerPoint, Leadership Development, Team Building
Education
Kaplan University-Cedar Falls Campus 2013 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General, 4.0
Kaplan University-Cedar Falls Campus 2012 — 2013
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
Kaplan University-Cedar Falls Campus 2010 — 2012
Associate of Arts (A.A.), Business Administration and Management, General
Principal Financial Group March 2015 - Present
Principal Financial Group April 2012 - March 2015
The Weitz Company December 2010 - April 2012
Technisource July 2010 - December 2010
Best Buy May 2010 - July 2010
Communication datalink March 2009 - March 2010
Mediacom Communications July 2007 - February 2009
Mediacom Communications August 2006 - July 2007
Mediacom Communications July 2001 - August 2006
Skills
Troubleshooting, Windows, Customer Service, Project Planning, Servers, Networking, Microsoft Office, Quality Assurance, VMware, Technical Support, Software Installation, Budgets, Problem Solving, Excel, PowerPoint, Word, Budgeting, Purchasing, Planning, Novell, VMware ESX, Customer Relations, Outlook, Avaya PBX, FTP, FTPS, SFTP, Firewalls, Switches, Routers, Software Documentation, System Administration, MS Project, Windows Server, Training, Network Administration, Unix, Windows 7, Database Administration, Linux, Informatica..., Sterling Integrator, Visio
Education
Kaplan University 2011 — 2012
Bachelors of Science, IT Network Administration
Vatterott Educational Center 2008 — 2010
Associate of Occupational Studies, Computer Systems & Network Technology
National Cable Television Institute
Principal Financial Group June 2015 - Present
Park Place Technologies November 2014 - May 2015
Edward Jones May 2014 - August 2014
Buffalo Capital Strategies May 2013 - August 2013
John Carroll University September 2011 - May 2013
Walsh Duffield Companies, Inc. May 2012 - August 2012
Dakota Watch Company August 2009 - August 2011
Skills
Asset Allocation, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Sales, Teamwork, Auditing, Customer Service, Investments, Social Media, Time Management, Finance, Public Speaking
Education
John Carroll University 2011 — 2015
Bachelor’s Degree, Finance
Principal Financial Group December 2014 - Present
Pacific Retirement Services October 2013 - October 2014
Fidelity Investments February 2012 - October 2013
Education
Kaplan University 2012 — 2014
Master's Degree, Financial Planning and Services, 3.6
University of North Texas 2009 — 2011
Bachelor's Degree, 3.5
J.D. Byrider April 2006 - Present
Principal Financial Group 2002 - 2006
Skills
Troubleshooting, Windows 7, Wireless Networking, Windows Server, Computer Hardware, System Administration, Cisco Technologies, Networking, Active Directory, Customer Service, Technical Support, Network Security, Network Administration, Call Centers, Disaster Recovery, VoIP, Process Improvement, Antivirus, VMware, Servers, Information Technology, Customer Satisfaction, Hardware, Data Center, Security, Software Installation, XP, Windows, Laptops, Cisco IOS, Vendor Management, Windows XP, Blackberry Enterprise..., Firewalls
Education
ITT Technical Institute-Indianapolis 2001 — 2003
Associates, Computer Science
Wells Fargo Home Mortgage November 2014 - Present
Wells Fargo January 2013 - November 2014
Principal Financial Group April 2012 - October 2013
Principal Financial Group December 2010 - March 2012
Skills
Retirement Planning, Insurance, Life Insurance, Fixed Annuities, Wealth Management, 401k, Investments, Mutual Funds, Retirement, Asset Allocation
Education
University of Iowa 2014 — 2016
Master of Business Administration (MBA), Finance and Financial Management Services
Kaplan University-Des Moines Campus 2010 — 2012
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Principal Financial Group September 2015 - Present
Arthur J. Gallagher and Co. February 2012 - August 2014
Skills
Insurance, Health Insurance, Salesforce.com..., Silverpop Engage, Employee Benefits, Brokers, Underwriting, Account Management, Life Insurance, Disability Insurance
Education
Joliet Junior College
Genesis April 2013 - Present
US Staffing & Recruiting Company. June 2012 - April 2013
Paramount Integrated E Business Solutions (PISOL) April 2010 - October 2011
PEACH TREE RESOURCES January 2010 - April 2010
247 Headhunting February 2007 - January 2010
Principal Financial Group June 2006 - April 2007
Skills
Technical Recruiting, Sourcing, Talent Acquisition, Recruitment/Retention, Applicant Tracking..., Staffing Services, Business Development, Screening Resumes, RPO, Recruiting, Contract Recruitment, Human Resources, Employee Relations, Talent Management, Account Management, Screening, Management, CRM, Interviews, Recruitments, Temporary Placement, Leadership, New Business Development, Consulting, Executive Search, IT Recruitment, Building Relationships, Strategic Partnerships, Benefits Negotiation, Organizational..., Team Management, Networking, Cold Calling, Outsourcing, Staff Augmentation, Lead Generation, Internet Recruiting, College Recruiting, Permanent Placement, Resource Management, Hiring, Resume, E-recruitment, Strategic Sourcing, Search, Vendor Management, Employee Benefits, Recruitment Advertising, Temporary Staffing, Employer Branding
Education
Jawaharlal Nehru Technological University 2006 — 2008
Master of Business Administration (M.B.A.), Human Resources Management/Personnel Administration, General
Jawaharlal Nehru Technological University 2002 — 2006
B.Tech, EEE
Principal Financial Group June 2015 - Present
Masters Transportation August 2012 - June 2015
Murphy-Hoffman Company July 2010 - June 2012
Murphy-Hoffman Company September 2009 - July 2010
Newport Television July 2009 - August 2009
Silpada Designs June 2009 - July 2009
George K. Baum & Company May 2007 - March 2009
Education
Kansas State University 2003 — 2007
Bachelor of Science in Management, Emphasis in Human Resource Management
MetLife August 2011 - Present
Principal Financial Group November 2008 - August 2011
MetLife May 2001 - May 2008
Skills
Dentistry, Disabilities, Health Savings Accounts, Group Insurance, Self-funded, Health Insurance, Term Life Insurance, Long-term Care, Whole Life, Life Insurance, Accident, Employee Benefits, 401k, P&C License, Underwriting
Education
Kean University
Bachelor of Science (B.S.), Political Science
Ohio University
Deloitte August 2014 - Present
R3 Technologies, Inc. 2004 - Present
Motorola Solutions 2015 - 2015
CIT / Genesys10 January 2014 - July 2014
Principal Financial Group 2014 - 2014
Principal Financial Group 2014 - 2014
Genesis10 2014 - 2014
Genesis10 2014 - 2014
Genesis10 2014 - 2014
CGI June 2012 - December 2013
Skills
SOA, Adobe LiveCycle Designer, Android, Web Development, Adobe LiveCycle, Agile Methodologies, Web Services, SDLC, XML, Java Enterprise Edition, SQL, Java, Software Development, Databases, Requirements Analysis, SOAP, Spring, Consulting, Oracle, Business Analysis
Education
Jawaharlal Nehru Technological University
Bachelor of Technology (BTech), Electrical, Electronics and Communications Engineering
University of Alabama at Birmingham
Masters, Electrical and Computer Engineering
Principal Financial Group September 2015 - Present
Bankers Life and Casualty August 2012 - Present
Hoffman Financial Group October 2011 - December 2011
Vector Marketing January 2009 - April 2009
Ted's Montana Grill November 2007 - August 2008
Skills
Customer Service, Time Management, Sales, Customer Satisfaction, PowerPoint, Financial Analysis, Creative Writing, Excel, Childcare, Organizing, Team Leadership, Microsoft Excel, Marketing, Microsoft Word, Leadership, Microsoft Office, Social Networking, Fundraising, Event Planning, Sales Operations, Strategic Planning, Team Building, Recruiting, Insurance
Education
The American College 2012 — 2015
CLTC, Insurance, Fianance, Financial Planning and Services
Kennesaw State University 2009 — 2013
Bachelor of Business Administration, Professional Sales
Kennesaw State University 2009 — 2013
Bachelor of Business Administration, Professional Sales, 3.9-Marketing
Kennesaw State University - Michael J. Coles College of Business 2009 — 2013
Marketing, Finance
Walton High School 2004 — 2008
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
JP Turner & Company, LLC April 2007 - Present
MassMutual Financial Group July 2005 - April 2007
Northwestern Mutual 2004 - 2005
Highland Capital Brokerage 2003 - 2004
Principal Financial Group August 1996 - May 2003
Skills
Alternative Investments, Management, Fixed Annuities, Sales, Marketing, Series 63, Compliance, Program Management, Series 6, Financial Services, Customer Service, Variable Annuities, Series 99, Life Insurance, Variable Products, Project Management, Marketing Communications, Operational Due..., Supervisory Skills, Team Building, Data Analysis, Insurance Brokerage, Brokerage, Project Planning, Communication Skills, Organizational..., Oral & Written..., Highly detail oriented, Microsoft Word, Microsoft Excel, PowerPoint, Supervising, Due Diligence, Research, Time Management, Strategic Planning, Series 26, Investments, FINRA
Education
Keiser College 1996 — 1997
Paralegal Certificate, Legal Assistant/Paralegal
Fort Lauderdale College 1992 — 1994
Associate of Science (A.S.)
G4S June 2014 - Present
NPI Security August 2011 - June 2014
Principal Financial Group September 2012 - November 2012
Indianola Police Department June 2011 - July 2011
True Value Company May 2009 - May 2011
FISS March 2008 - May 2009
Skills
Leadership, Team Building, Troubleshooting, AED, Research, Physical Security, Team Leadership, Tactical Planning, Public Speaking, Security, Customer Service, Microsoft Word, PowerPoint, Microsoft Excel, Cpr Certified, Teamwork, First Aid, Report Writing, Horse Racing, Racing, Surveillance, Perimeter Protection, Enforcement, Criminal Justice, Data Entry, Law Enforcement
Education
Kaplan University-Des Moines Campus 2012 — 2014
Master of Science (MS), Psychology/Behavior Analysis
Kaplan University-Des Moines Campus 2011 — 2012
Bachelor's degree, Criminal Justice/ Forensic Psychology
Kaplan University-Des Moines Campus 2010 — 2011
Accociates of Applied Science, Criminal Justice
Dell August 2011 - Present
Synergy Systems August 2011 - December 2011
ESI Healthcare Business Solutions LLC January 2009 - July 2011
Butler and Cook December 2006 - January 2009
Accretive Health April 2005 - November 2006
Sparks Health System January 2002 - April 2005
Beverly Enterprises August 1998 - December 2001
CTG October 1995 - August 1999
Principal Financial Group October 1993 - September 1995
Skills
Healthcare, Healthcare Management, Healthcare Information..., Revenue Cycle, Information Technology, Technical Leadership, IT Operations Management, IT Infrastructure..., IT Financial Management, IT Service Management, Project Planning, Software Project..., Healthcare Consulting, ICD-10, HIPAA, EMRs, EHR, Healthcare Information..., Hospitals, Vendor Management, Process Improvement, Leadership, Practice Management, EMR, Management, Healthcare Industry, Health Information..., Informatics, Business Process..., HL7, Consulting, Cerner, Revenue Cycle Management, Epic Systems, CPOE, Software Implementation, Performance Improvement, Training, Managed Care, ITIL, Project Management, Medicaid, Visio, Meditech, Ambulatory, EDI, Physicians, Health Information..., Medicare, Software Documentation
Education
St. Joseph's College (IN) 1984 — 1989
BS, Management Information Systems
Ivy Tech Community College 1985 — 1988
AS, Computer programming Technology
Principal Financial Group September 2014 - Present
Group Management Services, Inc. January 2010 - September 2014
Louis Vuitton November 2006 - March 2010
Kent State University 2005 - 2009
Skills
Account Management, Cold Calling, Customer Service, Direct Sales, Employee Benefits, Human Resources, Luxury Goods, Management, Marketing, Recruiting, Sales, Sales Management, Selling, Sales Process, Social Media, Time Management, Visual Merchandising, Leadership
Education
Kent State University 2005 — 2009
Bachelor of Business Administration, Marketing
North Royalton High School
Wellmark Blue Cross and Blue Shield October 2013 - Present
Aviva USA December 2011 - October 2013
Principal Financial Group 2004 - December 2011
principal financial group 1998 - 2004
principal financial group 1990 - 1998
Skills
COBOL, Informatica, SDLC, Business Analysis, Requirements Analysis, SQL, Software Project..., Insurance, Software Development, Systems Analysis, Data Warehousing, Mainframe, Teradata, ETL
Education
Iowa State University - College of Business 1983 — 1987
Bachelor's degree, Finance, General
Computer Sciences Corporation November 2010 - Present
Social Security Administration August 2007 - Present
Principal Financial Group June 2006 - August 2007
International Business Machines April 2005 - April 2006
A G Edwards 2005 - 2006
Skills
Mac OS X Server, SCCM, SCOM, VMware Infrastructure, SQL Server 2000-2008, Windows Server 2008, Windows 7, Centrify, Software Configuration..., Imaging, Server Architecture, System Architecture, Digital Imaging, VMware ESX, OS X, Security, Microsoft SQL Server, Network Security, Windows Server
Education
Purdue University Calumet 2002 — 2004
MS, Computer Networking
Jawaharlal Nehru Technological University 1997 — 2001
Bachelor of Science, Electronics & Communications Engineering
Accenture March 2015 - Present
Honeywell Scanning & Mobility September 2013 - March 2015
Intermec Technologies April 2007 - September 2013
Intermec Technologies April 2007 - September 2013
Technisource 2007 - 2010
Principal Financial Group January 2008 - March 2008
Intermec Technologies May 2007 - December 2007
Wells Fargo Home Mortgage September 2006 - April 2007
VLink Inc June 2002 - September 2006
Sigma Systems Inc. July 2000 - May 2002
Skills
Agile Methodologies, SDLC, Scrum, Business Analysis, ClearQuest, Requirements Management, RUP, Business Process Design, Configuration Management, Software Project..., Integration, Change Management, Visio, User Acceptance Testing, Agile Project Management, SQL, Embedded Software, Software Quality..., Software Development, Defect Tracking, Requirements Analysis, Business Intelligence, Testing, Requirements Gathering, Process Improvement, SharePoint, Embedded Systems, UML, PMP, Atlassian JIRA, Atlassian GreenHopper, Rally, BIRT, Rational Team Concert, RequisitePro, Version One, Bugzilla, Wiki Markup, Crystal Reports, Training, Business Process, Business Requirements, Systems Analysis, Consulting, Contour, Public Speaking, Corporate Training, JIRA
Education
Johnson & Wales University 1999 — 2001
MBA, Management
University of New Haven 1995 — 1998
Bachelor's degree, Business Administration and Management, General
IHM Hyderabad
Diploma (3 Years), Hotel, Motel, and Restaurant Management
Principal Financial Group April 2010 - Present
American Funds January 2007 - May 2010
Principal Financial Group 2000 - 2007
Skills
Defined Benefit, Asset Management, Investments, Alternative Investments, Qualified Retirement..., Investment Advisory, Wealth Management, Variable Annuities
Education
James Madison University 1985 — 1989
Bachelor of Science (BS)
eSolutions, Inc. November 2005 - Present
Freightquote.com March 2002 - November 2005
Bradford & Galt June 2001 - March 2002
Lockton Companies May 2000 - June 2001
Principal Financial Group May 1998 - May 2000
Skills
ASP.NET, C#, Software Development, JavaScript, Microsoft SQL Server, SQL, Visual Studio, ASP.NET AJAX, jQuery, jQuery Mobile, CSS, Web Services, IIS, Telerik Web Controls, HTML 5, ASP.NET MVC, TFS
Education
Keller Graduate School of Management 2003 — 2006
MBA, Project Management
Missouri State University 1994 — 1998
BS, Computer Information Systems
Principal Financial Group January 2012 - Present
Principal Financial Group March 2009 - February 2012
Principal Financial Group February 2008 - March 2009
Principal Finanical Group January 2006 - February 2008
Principal Financial Group August 2004 - January 2006
Skills
401k, Sales, Retirement, Retirement Planning
Education
King's College 2000 — 2004
B.S., Finance
Principal Financial Group April 1998 - Present
Skills
401k, Retirement, Defined Benefit, Retirement Planning, Retirement Services, Plan Design, Sales Representatives, Customer Service, Sales Presentations
Education
Iowa State University - College of Business
Bachelor of Science (B.S.), Finance, General
Southeast Polk High School
T. Rowe Price April 2007 - Present
Principal Financial Group 1998 - 2007
Skills
Series 7, Asset Allocation, Series 6, Mutual Funds, Retirement Planning, Asset Management, Series 63, 401k, IRAs, Investments, Series 66, College Savings Plans
Education
Ithaca College 1993 — 1997
Bachelor of Arts (B.A.), English Language and Literature/Letters
Wells Fargo October 2013 - Present
Wells Fargo February 2012 - October 2013
Wells Fargo January 2009 - January 2012
Wells Fargo Financial July 2004 - December 2008
Principal Financial Group June 2000 - July 2004
Skills
Business Analysis, Requirements Analysis, Analysis, Visio, Requirements Gathering, SDLC, Team Leadership, Documentation, Data Analysis, Problem Solving, Project Management, Systems Analysis, ETL, Business Objects, SharePoint, Change Management, Project Planning, Databases, Microsoft Excel, Data Warehousing, User Acceptance Testing, Troubleshooting, Waterfall, Vendor Management, SQL, Excel, DB2, Microsoft Office, MS Project, Word, Project Sizing, Business Continuity..., Foster Care, Respite, Non-profit Volunteer, Project Estimation, Data Management, Software Documentation, Microsoft Project
Education
Simpson College 2012 — 2016
Bachelor's degree
AIB College of Business 2000 — 2001
Associates
Kirkwood Community College 1998 — 1999
NetQuest April 2012 - Present
Barcoding Inc. June 2009 - April 2012
Modigy.net June 2004 - April 2010
Principal Financial Group December 2002 - August 2004
Mission Electronics, Inc. February 2002 - November 2002
DeVry University January 2001 - December 2001
Sprint July 2000 - August 2001
Sprint March 1999 - August 2000
Sprint October 1998 - March 1999
Skills
Active Directory, WLAN, TCP/IP, VPN, VMware, Hardware, Servers, System Administration, Troubleshooting, Windows Server, Firewalls, DNS, Microsoft Exchange, Switches, DHCP, VMware ESX, Citrix, Group Policy, Hyper-V, Wireless Networking, Integration, Wireless, Project Management, Visio, Infrastructure, Citrix Metaframe, Cloud Computing, Disaster Recovery
Education
Keller Graduate School of Management of DeVry University 2004 — 2008
Master, Information Systems Management
DeVry Institute of Technology 1998 — 2001
Bachelor of Science, Telecommunications Management
Nationwide Insurance December 2008 - Present
Citi Group June 2006 - June 2008
Citi Group June 2004 - June 2006
Principal Financial Group 2004 - 2006
Principal Financial Group June 2003 - June 2004
Education
Kansas State University 1989 — 1993
Bachelor of Science, Finance
Wells Fargo February 2015 - Present
Wells Fargo August 2008 - February 2015
Farm Bureau Financial Services August 2006 - August 2008
Citi Group May 2004 - July 2006
Principal Financial Group 2003 - 2004
Skills
Agile Methodologies, Hibernate, SDLC, Java Enterprise Edition, Microsoft SQL Server, Spring, Spring Framework, Oracle
Education
University of South Carolina-Columbia 2000 — 2002
Masters, Computer Engineering
Jawaharlal Nehru Technological University
Bachelor's degree, Electrical and Electronics Engineering
USAble Life January 2011 - Present
Project Management Partners, L.L.C. October 2006 - Present
SunGard Financial Systems June 2008 - August 2010
Principal Financial Group October 2004 - October 2007
Assurant Employee Benefits August 1997 - October 2004
Skills
Vendor Management, Program Management, Projects, Insurance, SDLC, Business Process, Leadership, Management, Process Improvement, Product Development, Humor, Project Management, Requirements Gathering, Business Process..., Enterprise Software, Business Analysis, Strategic Planning, Change Management, PMP, Project Portfolio..., Requirements Analysis, Business Intelligence, PMO, Visio, MS Project, Software Project..., IT Strategy, Outsourcing, Management Consulting, IT Management, Agile Methodologies, Integration, Business Requirements, Risk Management, Consulting, Strategy
Education
Keller Graduate School of Management of DeVry University 1999 — 2002
M.S., Information Systems Management
University of Kansas 1988 — 1993
B.A., Psychology
Long Motor Corporation June 2010 - Present
Johnson County Community College July 2009 - March 2010
Sprint Nextel March 2006 - March 2009
ACCENT MARKETING CALL CENTER September 2005 - March 2006
SANOFI-AVENTIS PHARMACEUTICAL PLANT January 2001 - January 2005
TIC ENTERPRISE January 1998 - January 2001
LUCENT TECHNOLOGIES January 1997 - January 1998
Principal Financial Group January 1991 - January 1997
Education
Johnson County Community College 2009 — 2010
Biotechnology, Biotechnology
Johnson County Community College
of Associate Liberal Arts
State Library of Iowa January 2015 - Present
Tek Systems May 2010 - Present
Principal Financial Group July 2012 - January 2015
Gold valley March 2008 - January 2013
Nationwide Insurance May 2010 - July 2012
John Deere January 2010 - May 2010
Fannie Mae July 2008 - February 2009
GOLD VALLEY 2008 - 2009
Principal Financial Group April 2006 - March 2008
Tata Consultancy Services January 2002 - March 2008
Skills
Agile Methodologies, CICS, DB2, IDMS, Leadership, Requirements Analysis, Solution Architecture, VSAM, Strategy, SDLC, Requirements Gathering, JCL, COBOL, Business Analysis, Informatica, Mainframe, PL/SQL
Education
Jawaharlal Nehru Technological University 1991 — 1995
Bachelors, Electronics & Communication Engineering
APRS Ganapavaram Prakasam Dt
Wells Fargo 2004 - Present
Wachovia Bank July 2004 - December 2008
Principal Financial Group June 1999 - June 2004
Skills
ACH, Banking, Business Analysis, Business Process..., Cash Management, Commercial Banking, Electronic Payments, Financial Analysis, Financial Modeling, Financial Services, Internet Banking, Management, Mergers, New Business Development, Payment Systems, Payments, Portfolio Management, Pricing, Process Improvement, Product Development, Product Management, Project Management, Relationship Management, Retail Banking, Risk Management, Sales, Selling, Treasury Management, Treasury Services, Working Capital...
Education
John Brown University 2006 — 2011
Master of Business Administration (M.B.A.)
John Brown University 1988 — 1992
Bachelor's degree, Accounting
Symetra September 2013 - Present
Principal Financial Group November 2010 - February 2013
Sun Life Financial January 1987 - August 2010
Sun Life Financial January 1992 - January 2006
Sun Life Financial January 1990 - January 1992
Sun Life Financial January 1987 - January 1990
Skills
Insurance
Education
Isenberg School of Management, UMass Amherst 1977 — 1981
BBA, Business Management
Life Office Managaement Association
Life Underwriting Education Committee
Nationwide February 2011 - Present
benefitRFP, Inc. June 2009 - February 2011
The Phoenix Companies October 2006 - June 2009
Principal Financial Group March 1999 - October 2006
Principal 2000 - 2006
Prudential Insurance March 1989 - March 2000
Skills
Retirement, 401k, Retirement Planning, Fixed Annuities, Disability Insurance, Life Insurance, Insurance, Employee Benefits, Series 7, Long-term Care, Estate Planning, Mutual Funds, Term Life Insurance, Series 63, Pensions, Series 6, Wealth Management, Strategic Financial..., Investments, Asset Allocation, Securities, Investment Advisory, IRAs, Executive Pay, Investment Strategies, Financial Advisory, Whole Life, Retirement Plan..., Variable Annuities, Universal Life, Qualified Retirement..., Financial Planners, Long Term Care Insurance, Health Insurance, Financial Services, 401k Rollovers, Wealth, Roth IRA, Wealth Accumulation, FINRA, Series 65, Defined Benefit, Uniform Combined State..., Brokers, Wealth Management..., Licensed Life & Health..., ERISA, Underwriting, Health Savings Accounts, Financial Planning
Education
Kansas State University 1971 — 1976
Bachelor, Secondary Education
Kansas State University 1971 — 1976
Bachelor, Secondary Education
Principal Financial Group December 2010 - Present
Wells Fargo Advisors June 2009 - December 2010
Principal Financial Group 2006 - 2009
Education
Karnatak University 1997 — 2001
Bachelor of Engineering, Computer Science
Anchor Group May 2007 - Present
Principal Financial Group January 2005 - May 2007
Skills
Life Insurance, Strategic Planning, Insurance, Employee Benefits, Disability Insurance, Underwriting
Education
Ithaca College 1990 — 1993
Marketing
Marcellus High School 1985 — 1988
Regents Diploma and National Honor Society Member
Strike, LLC May 2011 - October 2014
GulfStar Group March 2006 - April 2011
The Imagine Group 2002 - 2003
Enron 2000 - 2002
Principal Financial Group 1995 - 2000
Skills
Mergers, Private Equity, Financial Modeling, Valuation, Financial Analysis, Due Diligence, Investor Relations, Corporate Finance, Strategic Planning, Business Strategy, Asset Management, Financial Planning, Financial Reporting, Budgeting, Investments, Negotiation, Venture Capital, Risk Management, Structuring, Project Finance, Divestitures, Business Planning, Energy, Construction, Contract Negotiation, Forecasting, Financial Management, Oil, Funding, Corporate Development, Strategy Development, Executive Management, Natural Gas, Risk, Mergers & Acquisitions, Cash Flow, M&A experience, Finance, Private Placements, Acquisitions, Restructuring, Business Valuation, Capital Markets, Investment Banking, Portfolio Management, IPO, Acquisition Integration, Structured Finance, Treasury Management, LBO
Education
Jones Graduate School of Business, Rice University 1991 — 1993
Rice University - Jesse H. Jones Graduate School of Business 1991 — 1993
MBA, Finance
Texas A&M University 1986 — 1991
BA, Psychology
The HON Company May 2010 - Present
Principal Financial Group 2008 - Present
Institute for Supply Management January 2009 - December 2010
University of Iowa March 2010 - May 2010
Net2Work V-Suite Solutions February 2010 - March 2010
Net2Work May 2009 - March 2010
Professional Job Search May 2009 - February 2010
Project Lemonaid May 2009 - December 2009
Institute of Supply Management-Central Iowa January 2009 - December 2009
EFCO May 2005 - May 2009
Skills
Supply Chain Management, Cross-functional Team..., Six Sigma, Supply Management, Lean Manufacturing, Supply Chain, Procurement, Team Leadership, Contract Negotiation, Sourcing, Global Sourcing, Materials Management, Inventory Management, Process Improvement, Negotiation, Budgets, MRP, Project Management, Strategic Sourcing, Leadership, Strategy, Management, Change Management, Contract Management, Operational Excellence, Purchasing, Logistics, Manufacturing, Program Management, Supplier Development, Product Development, Operations Management, Continuous Improvement, Project Planning, Forecasting, Team Building, Production Planning, Training, Kaizen, Business Planning, Inventory Control, Business Process..., 5S, Value Stream Mapping, SAP, Vendor Management, Supply Chain..., Pricing, Supplier Negotiation, Kanban
Education
Kirkwood Community College
AA, Liberal Arts
Kirkwood Community College
AAS, Retail Management
William Penn University
BA, Business
Continental Western Group (a W. R. Berkley Company) January 2014 - Present
DSW August 2014 - July 2015
Gap Inc. July 2009 - August 2014
Aviva October 2012 - May 2013
Iowa Ortho February 2010 - October 2012
Principal Financial Group September 2007 - February 2010
Principal Financial Group November 2003 - September 2007
Sprint 2003 - 2003
Skills
Customer Service, Time Management, Sales, Accurate Data Entry, Outlook, Microsoft Office, Fixed Annuities, Microsoft Word, Training, Inventory Control, Retail, Merchandising, Indexed Annuities, Variable Annuities, Telephone Skills, Visual Merchandising, Inventory Management, Teamwork, Lotus Notes, PowerPoint, Insurance, Microsoft Excel
Education
PCI Academy 2015 — 2016
Kirkwood Community College 1996 — 1998
AAS
The Boeing Company October 2014 - Present
Freelance October 2009 - Present
Principal Financial Group November 2006 - October 2009
Mercer April 1997 - July 2001
Skills
Leadership, Public Speaking, Non-profits, Project Management, Business Editing, Internal Communications, Online Communications, Retirement Plan..., Personal Finance, Pensions, 401(k), Savings Plans, Writing, Nonprofits
Education
University of Michigan
A.B., English (With Distinction)
John Carroll University
The Philadelphia Institute
Paralegal Certificate, Employee Benefits
Lockton Investment Advisors October 2007 - Present
Lockton Investment Advisors October 2007 - Present
Principal Financial Group June 2001 - October 2007
Education
James Madison University 1997 — 2001
BA, Speech Communications
Udi's Food November 2010 - Present
Employbridge February 2015 - Present
Randstad October 2013 - February 2015
ResponsiveEd May 2014 - October 2014
YMCA of Metropolitan Dallas March 2011 - May 2014
Home August 2006 - October 2013
Wells Fargo 2004 - 2006
Principal Financial Group March 2004 - November 2004
AT&T August 2003 - January 2004
CIPCO February 2003 - July 2003
Skills
Event Management, Social Networking, Social Media, Team Building, Social Media Marketing, Interviews, Team Leadership, Fitness, Adobe Creative Suite, Creative Writing, Blogging, Telephone Skills, Administrative..., Access, 10 Key, Training, Onboarding, Travel Arrangements, Confidentiality, Calendaring, Calendars, Project Planning, Office Equipment, Meeting Planning, Appointment Scheduling, New Hire Orientations, Administration, Facebook, Meeting Scheduling, Office Administration, Travel Planning, Phone Etiquette, Administrative Work, Expense Reports, Administrative...
Education
American Institute of Commerce 1997 — 2000
Associate's degree, Interdisciplinary Studies
Kaplan University-Davenport Campus 1997 — 2000
Associate of Applied Science, Interdisciplinary Studies
Calamus-Wheatland HS
Assurant February 1989 - August 2011
Principal Financial Group March 1974 - January 1989
Skills
Health Insurance, Insurance, Medicare, Claim, Managed Care, HIPAA, Employee Benefits, ICD-9, CPT, Process Improvement, Long-term Care, Customer Service
Education
Itasca Community College
Optometric Assistant, Optometry
Aon Risk Solutions March 2013 - Present
Aon Risk Solutions June 2012 - Present
Tobias Insurance Group, Inc. November 2010 - June 2012
Principal Financial Group April 2002 - November 2010
Skills
Employee Benefits, Health Insurance, Benefits Administration, Insurance
Education
Kent State University 1983 — 1985
Associate, Business/Administrative
Ricoh Company Ltd. March 2004 - Present
Ford Motor Company 2002 - 2003
Principal Financial Group 2002 - 2003
Eisai 2002 - 2002
Skills
PeopleSoft, Oracle
Education
Kakatiya University
Sri Vidyaranya Avasa Vidyalayam
Principal Global Investors August 2015 - Present
Principal Financial Group July 1997 - August 2015
3M April 1995 - June 1997
3M July 1990 - March 1995
Education
Iowa State University - College of Business
Accounting and Business/Management
IBM October 2010 - Present
Future Health Software 2010 - 2010
MidAmerican Energy 2008 - 2010
Principal Financial Group 1997 - 2007
Skills
EAI, SOA, Solution Design, Servers, Systems Analysis, Business Process Design, Workstations, SQL, XML, C#, Solution Architecture, Enterprise Architecture, Enterprise Software, Integration, Requirements Analysis, IT Strategy, WebSphere, SaaS
Education
Kentucky Wesleyan College 1993 — 1997
B.S., Computer Science
Kentucky Wesleyan College 1993 — 1997
Bachelor of Science (B.S.), Computer Science
LexisNexis 2014 - Present
VERISIGN January 2013 - January 2014
Principal Financial Group 2011 - 2012
Cognizant Technology Solutions 2004 - 2011
Patni Computer Systems 2002 - 2004
Tata Consultancy Services 1999 - 2002
Skills
Agile Methodologies, Requirements Analysis, Product Management, Project Portfolio..., Business Requirements, Analysis, Software Engineering, SDLC, Software Project..., Requirements Gathering, Business Analysis, Solution Architecture
Education
Jadavpur University 1995 — 1999
BE, Production Engineering
Principal Financial Group 2012 - Present
Decatur Vein Clinic February 2002 - October 2007
Education
University of Southern Indiana 1990 — 1992
health care, health care
Ivy Tech Community College 1987 — 1990
Medical Assistant, Medical Assistant
Central Carolina Technical College January 2012 - Present
Carolina Filters, Inc. August 2010 - October 2011
Principal Financial Group July 2009 - August 2010
JKH Advisors, Inc. June 2007 - July 2009
First Comamnd Financial Planning February 2002 - June 2007
United States Air Force June 1997 - February 2002
Skills
Program Management, Research Scientist, Financial Planning, Account Management, Welding
Education
Webster University 2001 — 2003
Master of Business Administration (M.B.A.), Business
The Citadel 1993 — 1997
Bachelor, Chemistry
Kansas State University
Certificate in Financial Planning, Personal Financial Planning
ITW Polymers Sealants June 2013 - Present
SecureEverything.com May 2009 - May 2013
Odyssey Custom Poolscapes 2001 - 2006
Principal Financial Group 1999 - 2001
Skills
Payroll, QuickBooks, Financial Reporting, Accounting, Invoicing, ADP Payroll, Accounts Payable, Accounts Receivable, Financial Analysis, General Ledger, Budgets, Forecasting, Account Reconciliation, Variance Analysis, Process Improvement, Financial Accounting, Managerial Finance, Auditing, Microsoft Excel, Journal Entries, Jomar, Sequel
Education
Keller Graduate School of Management of DeVry University 2010 — 2012
Master of Business Administration (M.B.A.), Accounting
The University of Texas at Dallas 2001 — 2003
Bachelor of Business Administration (B.B.A.)
Self-employed 2010 - Present
Principal Financial Group August 2007 - August 2009
Plan Professionals, Inc May 2004 - June 2007
Skills
Training, Marketing, Data Analysis, Quality Assurance, Insurance, Marketing Strategy, Employee Benefits, Data Entry, Microsoft Excel, Microsoft Word, Microsoft Office, Online Facilitator, Workshop Facilitation, Training Facilitation, Group Benefit Plans, Group Benefit...
Education
Jones International University 2006 — 2007
MEd in Elementary Curriculum, Instruction, and Assessment
New York University, Stern School of Business 1998 — 2003
Bachelor of Science (B.S.), Marketing
Principal Financial Group June 2014 - January 2015
Technology Connections December 2012 - April 2014
Skills
3D Studio Max, Auto Desk Maya, Adobe Creative Suite, Microsoft Office, Creative Writing, Photoshop, Video Editing, Sony Vegas Video, Camtasia
Education
ITT Technical Institute-Omaha 2008 — 2012
Bachelor's degree, Digital Entertainment and Game Design
Principal Financial Group December 2014 - Present
Leica Geosystems June 2012 - Present
MDTablet August 2010 - May 2012
Vericle, Inc - Your Medical Billing Business: Software, Staff, and Operations May 2010 - July 2010
Skills
Test Automation, Test Planning, Test Management, SDLC, Manual Testing, Team Building, Agile & Waterfall..., HP Quality Center, HP QTP, Bug Tracking, LoadRunner, STLC, VBScript, Test Strategy, Test Metrics, Scrum, Python Script, Project Planning, Test Cases, JIRA, Mantis, Bugzilla, Test Link, Test Rail, Squish
Education
Osmania University 2011 — 2012
PGDBM, Business Administration and Management, General
Jawaharlal Nehru Technological University 2003 — 2007
Bachelor's degree, Computer Science