Principal Financial Group
Industry: Financial investment management company
DescriptionThe Principal Financial Group is a global financial investment management and insurance company headquartered in Des Moines, Iowa. Headquarters: Des Moines, Iowa, United States CEO: Daniel Joseph Houston (18 Aug 2015–) Assets under management: 692.4 billion USD (2017) Subsidiaries: Principal Securities, Inc.,
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Principal Financial Group Employees
Employee
Years
Job
Industry
sarath chunchu sarath chunchu's Principal Financial Group Experience February 2015 - Present
Job Application Administrator(Informatica) at Principal Financial Group
Industry Computer Software
Experience
Principal Financial Group February 2015 - Present
ConocoPhillips 2012 - Present
Genentech March 2012 - August 2012
Skills
Customer Service, SQL, Microsoft Office, Strategic Planning, Unix, Microsoft Excel, B2B, Informatica, Oracle, Sales, New Business Development, Account Management, Sales Management, Microsoft SQL Server, SDLC, Business Intelligence, Informatica..., GIS Application, Data Warehousing, HTML, C++, Linux, Java, C, Shell Scripting, Data Integration
Education
Koneru Lakshmaiah College of Engineering
Bachelor's degree, Computer Science
University of New Haven
Master's degree, Computer Science
Principal Financial Group February 2015 - Present
ConocoPhillips 2012 - Present
Genentech March 2012 - August 2012
Skills
Customer Service, SQL, Microsoft Office, Strategic Planning, Unix, Microsoft Excel, B2B, Informatica, Oracle, Sales, New Business Development, Account Management, Sales Management, Microsoft SQL Server, SDLC, Business Intelligence, Informatica..., GIS Application, Data Warehousing, HTML, C++, Linux, Java, C, Shell Scripting, Data Integration
Education
Koneru Lakshmaiah College of Engineering
Bachelor's degree, Computer Science
University of New Haven
Master's degree, Computer Science
Lisa Huggins, LUTCF Lisa Huggins, LUTCF's Principal Financial Group Experience March 2008 - March 2009
Job Insurance Agent at Neighbor Insurance
Industry Insurance
Experience
Neighbor Insurance March 2009 - Present
Principal Financial Group March 2008 - March 2009
Farmers Insurance Group 2002 - 2008
Skills
Medicare Supplements, Life and Health..., Personal Insurance, Disability Insurance, Commercial Insurance, Fixed Annuities, Health Insurance, IRAs, Insurance, Life Insurance, Medicare, Sales, Term Life Insurance, Whole Life, Financial Services, Property & Casualty..., Underwriting, Team Building, Investments
Education
The American College 2002 — 2007
LUTCF, life and LTC products
Kirkwood Community College 1990 — 1995
Business Administration
Neighbor Insurance March 2009 - Present
Principal Financial Group March 2008 - March 2009
Farmers Insurance Group 2002 - 2008
Skills
Medicare Supplements, Life and Health..., Personal Insurance, Disability Insurance, Commercial Insurance, Fixed Annuities, Health Insurance, IRAs, Insurance, Life Insurance, Medicare, Sales, Term Life Insurance, Whole Life, Financial Services, Property & Casualty..., Underwriting, Team Building, Investments
Education
The American College 2002 — 2007
LUTCF, life and LTC products
Kirkwood Community College 1990 — 1995
Business Administration
Kim Long Kim Long's Principal Financial Group Experience January 1990 - January 1995
Job Senior Account Executive at VetAdvantage
Industry Consumer Goods
Experience
Vet-Advantage August 2013 - Present
Mars Pet Care/ Nutro August 2005 - August 2013
Webster Veterinary January 1995 - February 2005
Principal Financial Group January 1990 - January 1995
Skills
Veterinary Medicine, Animal Nutrition, Market Planning, Marketing Strategy, B2B, Sales Operations, Management, Marketing, Sales, Account Management
Education
Longview Community College 1988 — 1990
Associates Degree, Business Administration and Management, General
UMKC 1993 — 1995
Business Administration and Management, General
Vet-Advantage August 2013 - Present
Mars Pet Care/ Nutro August 2005 - August 2013
Webster Veterinary January 1995 - February 2005
Principal Financial Group January 1990 - January 1995
Skills
Veterinary Medicine, Animal Nutrition, Market Planning, Marketing Strategy, B2B, Sales Operations, Management, Marketing, Sales, Account Management
Education
Longview Community College 1988 — 1990
Associates Degree, Business Administration and Management, General
UMKC 1993 — 1995
Business Administration and Management, General
Kathryn Wilcox's Principal Financial Group Experience 2006 - 2007
Job RHIT
Industry Medical Practice
Experience
Mercy Medical Center January 2014 - Present
Coding Supervisor, University of Iowa July 2013 - 2014
St. Luke's Hospital 2007 - September 2013
Principal Financial Group 2006 - 2007
Iowa Health System 2002 - 2006
Skills
Coders, Physician Coding, EHR, EMR, HIPAA, Healthcare Information..., Inpatient Coder, Health Information..., ICD-9, Medical Terminology, Medical Records, Epic Systems, Revenue Cycle
Education
Kirkwood Community College
AAS, Health Information Management
University of Cincinnati
Health Information Management
Mercy Medical Center January 2014 - Present
Coding Supervisor, University of Iowa July 2013 - 2014
St. Luke's Hospital 2007 - September 2013
Principal Financial Group 2006 - 2007
Iowa Health System 2002 - 2006
Skills
Coders, Physician Coding, EHR, EMR, HIPAA, Healthcare Information..., Inpatient Coder, Health Information..., ICD-9, Medical Terminology, Medical Records, Epic Systems, Revenue Cycle
Education
Kirkwood Community College
AAS, Health Information Management
University of Cincinnati
Health Information Management
Alana Caligiuri Alana Caligiuri's Principal Financial Group Experience April 2015 - Present
Job Communication Strategist at Principal Financial Group
Industry Marketing and Advertising
Experience
Principal Financial Group April 2015 - Present
Rain and Hail Insurance June 2012 - April 2015
The Integer Group September 2010 - April 2012
Hershey Systems August 2009 - September 2010
Loras College Marketing 2006 - 2009
Skills
Integrated Marketing, Marketing, Marketing Communications, Account Management, Email Marketing, Public Relations, Advertising, Marketing Strategy, Digital Marketing, Direct Marketing, Relationship Marketing, Project Management, Microsoft Dynamics, Salesforce.com, Training, Online Marketing
Education
Loras College 2005 — 2009
BA, Public Relations, Media Studies, English
Principal Financial Group April 2015 - Present
Rain and Hail Insurance June 2012 - April 2015
The Integer Group September 2010 - April 2012
Hershey Systems August 2009 - September 2010
Loras College Marketing 2006 - 2009
Skills
Integrated Marketing, Marketing, Marketing Communications, Account Management, Email Marketing, Public Relations, Advertising, Marketing Strategy, Digital Marketing, Direct Marketing, Relationship Marketing, Project Management, Microsoft Dynamics, Salesforce.com, Training, Online Marketing
Education
Loras College 2005 — 2009
BA, Public Relations, Media Studies, English
Andrea Weigand Andrea Weigand's Principal Financial Group Experience August 2014 - Present
Job Manager, Client Services at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group August 2014 - Present
Principal Financial Group February 2012 - August 2014
Assurant Employee Benefits January 2009 - June 2011
Fiserv June 2007 - January 2009
CUNA Mutual Group September 2005 - June 2007
Vanguard November 2004 - August 2005
Vanguard February 2003 - November 2004
Vanguard May 1998 - February 2003
Skills
Performance Management, Employee Benefits, Employee Relations, Leadership, Human Resources, Onboarding, Management, Project Management, CRM, Coaching, Benefits Administration, Deferred Compensation, Change Management, Training, Succession Planning, Customer Service, Sales Operations, Vendor Management, Process Improvement, Customer Retention, Sales
Education
The Pennsylvania State University 1999 — 2001
Masters, Business Administration
Lehigh University 1990 — 1994
BS, Economics
Principal Financial Group August 2014 - Present
Principal Financial Group February 2012 - August 2014
Assurant Employee Benefits January 2009 - June 2011
Fiserv June 2007 - January 2009
CUNA Mutual Group September 2005 - June 2007
Vanguard November 2004 - August 2005
Vanguard February 2003 - November 2004
Vanguard May 1998 - February 2003
Skills
Performance Management, Employee Benefits, Employee Relations, Leadership, Human Resources, Onboarding, Management, Project Management, CRM, Coaching, Benefits Administration, Deferred Compensation, Change Management, Training, Succession Planning, Customer Service, Sales Operations, Vendor Management, Process Improvement, Customer Retention, Sales
Education
The Pennsylvania State University 1999 — 2001
Masters, Business Administration
Lehigh University 1990 — 1994
BS, Economics
Eric Kiehnle Eric Kiehnle's Principal Financial Group Experience March 2005 - Present
Job Vice President of Sales National Accounts at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group March 2005 - Present
Skills
Insurance, Series 7, Mutual Funds, Account Management, Series 63, Disability Insurance, Retirement Planning, Employee Benefits, Retirement, Health Insurance, 401k, Sales Management, Investments, Life Insurance, Fixed Annuities, Underwriting, Financial Services, Salesforce.com, Selling
Education
Lafayette College
BA, Economics & Business
Principal Financial Group March 2005 - Present
Skills
Insurance, Series 7, Mutual Funds, Account Management, Series 63, Disability Insurance, Retirement Planning, Employee Benefits, Retirement, Health Insurance, 401k, Sales Management, Investments, Life Insurance, Fixed Annuities, Underwriting, Financial Services, Salesforce.com, Selling
Education
Lafayette College
BA, Economics & Business
Jeff Reyes Jeff Reyes's Principal Financial Group Experience March 2003 - October 2010
Job Contracts and Negotiations
Industry Financial Services
Experience
HRGi August 2014 - Present
Mediscan May 2014 - August 2014
Hallmark Rehabilitation September 2012 - May 2014
Zillow.com May 2012 - September 2012
Tenacore January 2011 - April 2012
Principal Financial Group March 2003 - October 2010
Tenet Healthcare August 1997 - March 2003
Skills
Account Management, Customer Service, Team Building, Marketing Strategy, Strategic Planning, Sales, Marketing, Salesforce.com, New Business Development, Social Media, Management, Direct Sales, Sales Management, Team Leadership, Social Media Marketing, Cold Calling, Healthcare, Leadership, Recruiting, Negotiation, Business Development, Event Planning
Education
La Sierra University
Bachelor of Science, Behavioral Science/Criminology
HRGi August 2014 - Present
Mediscan May 2014 - August 2014
Hallmark Rehabilitation September 2012 - May 2014
Zillow.com May 2012 - September 2012
Tenacore January 2011 - April 2012
Principal Financial Group March 2003 - October 2010
Tenet Healthcare August 1997 - March 2003
Skills
Account Management, Customer Service, Team Building, Marketing Strategy, Strategic Planning, Sales, Marketing, Salesforce.com, New Business Development, Social Media, Management, Direct Sales, Sales Management, Team Leadership, Social Media Marketing, Cold Calling, Healthcare, Leadership, Recruiting, Negotiation, Business Development, Event Planning
Education
La Sierra University
Bachelor of Science, Behavioral Science/Criminology
James Mcknight's Principal Financial Group Experience May 2011 - August 2013
Job Sr. Sales Executive at Macate Systems
Industry Information Technology and Services
Experience
MACATE SYSTEMS January 2014 - Present
Principal Financial Group May 2011 - August 2013
Education Empowerment Foundation September 2008 - May 2011
New York Giants May 2004 - March 2005
Miami Dolphins March 2001 - March 2004
Dallas Cowboys June 1999 - March 2001
Seattle Seahawks 1994 - 1999
Skills
Management, Marketing, Sales, Asset Managment, Small Business, New Business Development, Leadership, Entrepreneurship, Business Development, Team Building, Asset Management, Finance, Social Media Marketing, Coaching, Account Management, Retirement Planning, Insurance, Strategic Planning, Selling, Negotiation
Education
Liberty University 1990 — 1994
Criminal Justice
Liberty University 1990 — 1994
MACATE SYSTEMS January 2014 - Present
Principal Financial Group May 2011 - August 2013
Education Empowerment Foundation September 2008 - May 2011
New York Giants May 2004 - March 2005
Miami Dolphins March 2001 - March 2004
Dallas Cowboys June 1999 - March 2001
Seattle Seahawks 1994 - 1999
Skills
Management, Marketing, Sales, Asset Managment, Small Business, New Business Development, Leadership, Entrepreneurship, Business Development, Team Building, Asset Management, Finance, Social Media Marketing, Coaching, Account Management, Retirement Planning, Insurance, Strategic Planning, Selling, Negotiation
Education
Liberty University 1990 — 1994
Criminal Justice
Liberty University 1990 — 1994
Cindy Zuleger Cindy Zuleger's Principal Financial Group Experience January 1999 - Present
Job Business Coordinator at Principal Financial Group
Industry
Experience
Principal Financial Group January 1999 - Present
ThedaCare 1997 - 1998
James River Corporation 1980 - 1996
Education
Lakeland College
Business Administration and Management, General
University of Wisconsin-Oshkosh
Elementary Education and Teaching
Principal Financial Group January 1999 - Present
ThedaCare 1997 - 1998
James River Corporation 1980 - 1996
Education
Lakeland College
Business Administration and Management, General
University of Wisconsin-Oshkosh
Elementary Education and Teaching
Breanna Reed Breanna Reed's Principal Financial Group Experience February 2011 - January 2012
Job Office Manager at Hands Up Communications
Industry Translation and Localization
Experience
Hands Up Communications January 2012 - Present
Principal Financial Group February 2011 - January 2012
Skills
Microsoft Office, Customer Service, Microsoft Word, Microsoft Excel, PowerPoint, Outlook, Event Planning, Social Media, Editing, Event Management, Project Management, Public Speaking, Translation, Process Scheduler, English, Administrative...
Education
Mt Mercy University 2014 — 2016
Bachelor's Degree, Business
Kirkwood Community College
Associate's Degree, Administrative Assistant, 3.4
Hands Up Communications January 2012 - Present
Principal Financial Group February 2011 - January 2012
Skills
Microsoft Office, Customer Service, Microsoft Word, Microsoft Excel, PowerPoint, Outlook, Event Planning, Social Media, Editing, Event Management, Project Management, Public Speaking, Translation, Process Scheduler, English, Administrative...
Education
Mt Mercy University 2014 — 2016
Bachelor's Degree, Business
Kirkwood Community College
Associate's Degree, Administrative Assistant, 3.4
Sara Goslin Neff's Principal Financial Group Experience August 1997 - July 2000
Job Pediatric Nurse Practitioner at Mercy Medical Center
Industry Hospital & Health Care
Experience
Mercy Medical Center December 2013 - Present
Mercy Medical Center December 2013 - November 2014
Unity Point Health - St. Luke's Hospital December 2003 - December 2013
Pediatric Center PC February 2012 - June 2012
Rockwell Collins July 2000 - May 2003
Principal Financial Group August 1997 - July 2000
Skills
Pediatrics, NICU, PICU, NRP, Healthcare, PALS, ACLS, Nurse Practitioners, Nursing, EMR, Telemetry, Process Improvement, HIPAA, Hospitals, Medical Devices, Clinical Research, Management, Medicine, Software Documentation, Diabetes
Education
University of Iowa 2009 — 2013
MSN, Pediatric Nurse Practitioner
Kirkwood Community College 2003 — 2005
ADN, Nursing
University of Northern Iowa 1994 — 1998
Bachelor of Arts (BA), Management Information Systems
Mercy Medical Center December 2013 - Present
Mercy Medical Center December 2013 - November 2014
Unity Point Health - St. Luke's Hospital December 2003 - December 2013
Pediatric Center PC February 2012 - June 2012
Rockwell Collins July 2000 - May 2003
Principal Financial Group August 1997 - July 2000
Skills
Pediatrics, NICU, PICU, NRP, Healthcare, PALS, ACLS, Nurse Practitioners, Nursing, EMR, Telemetry, Process Improvement, HIPAA, Hospitals, Medical Devices, Clinical Research, Management, Medicine, Software Documentation, Diabetes
Education
University of Iowa 2009 — 2013
MSN, Pediatric Nurse Practitioner
Kirkwood Community College 2003 — 2005
ADN, Nursing
University of Northern Iowa 1994 — 1998
Bachelor of Arts (BA), Management Information Systems
Jean Stevens Jean Stevens's Principal Financial Group Experience January 2000 - January 2001
Job Employee Benefit & Property Casualty Broker
Industry Insurance
Experience
McDonald Leavitt Insurance Agency June 2015 - Present
Pan American Insurance Agency September 2014 - March 2015
Sitzmann Morris & Lavis Insurance Agency April 2013 - August 2014
Dickerson Employee Benefits June 2009 - March 2013
Lebherz Insurance Agency July 2003 - May 2009
CIMS General Agency January 2001 - January 2003
Principal Financial Group January 2000 - January 2001
United Concordia Dental January 1997 - January 2000
American Medical Security January 1990 - January 1997
Employers Health Insurance January 1987 - January 1990
Skills
Employee Benefits, Disability Insurance, Employee Wellness, Voluntary Employee..., Life Insurance, Property Casualty..., Workers Compensation, Benefits Administration, Health Insurance, Insurance, Health Savings Accounts, Sales, Underwriting, Brokers, Property & Casualty..., Account Management
Education
Lehigh Carbon Community College
McDonald Leavitt Insurance Agency June 2015 - Present
Pan American Insurance Agency September 2014 - March 2015
Sitzmann Morris & Lavis Insurance Agency April 2013 - August 2014
Dickerson Employee Benefits June 2009 - March 2013
Lebherz Insurance Agency July 2003 - May 2009
CIMS General Agency January 2001 - January 2003
Principal Financial Group January 2000 - January 2001
United Concordia Dental January 1997 - January 2000
American Medical Security January 1990 - January 1997
Employers Health Insurance January 1987 - January 1990
Skills
Employee Benefits, Disability Insurance, Employee Wellness, Voluntary Employee..., Life Insurance, Property Casualty..., Workers Compensation, Benefits Administration, Health Insurance, Insurance, Health Savings Accounts, Sales, Underwriting, Brokers, Property & Casualty..., Account Management
Education
Lehigh Carbon Community College
Staci Krier Staci Krier's Principal Financial Group Experience June 1998 - Present
Job Assistant Director at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group June 1998 - Present
Skills
Retirement, Leadership, Management, Strategic Planning, Operations Management, Retirement Plan..., Federal Government..., Product Management, Product Development, Project Management, Compliance, Defined Contribution, Defined Benefit, Underwriting, Mutual Funds, Group Annuity Contracts, Securities, 401k, Retirement Planning, Investments, Series 6, Series 7, Series 24, Series 51, Series 66
Education
Loras College 1994 — 1998
Bachelor's Degree, Finance and Economics
Principal Financial Group June 1998 - Present
Skills
Retirement, Leadership, Management, Strategic Planning, Operations Management, Retirement Plan..., Federal Government..., Product Management, Product Development, Project Management, Compliance, Defined Contribution, Defined Benefit, Underwriting, Mutual Funds, Group Annuity Contracts, Securities, 401k, Retirement Planning, Investments, Series 6, Series 7, Series 24, Series 51, Series 66
Education
Loras College 1994 — 1998
Bachelor's Degree, Finance and Economics
Lindsay Hammons Lindsay Hammons's Principal Financial Group Experience October 2010 - Present
Job Senior Compliance Specialist
Industry Investment Management
Experience
Principal Financial Group October 2010 - Present
Principal Financial Group February 2007 - October 2010
Lozier Heating and Cooling 2005 - 2007
Maytag 2002 - 2005
Skills
FINRA, Series 6
Education
Kirkwood Community College
Principal Financial Group October 2010 - Present
Principal Financial Group February 2007 - October 2010
Lozier Heating and Cooling 2005 - 2007
Maytag 2002 - 2005
Skills
FINRA, Series 6
Education
Kirkwood Community College
Leigh Beltz's Principal Financial Group Experience March 1982 - December 1999
Job Human Resources & Office Manager at Downing Construction Inc.
Industry Construction
Experience
Downing Construction Inc. October 2006 - Present
LMC Insurance & Risk Management July 2003 - April 2005
Principal Financial Group March 1982 - December 1999
Education
Kirkwood Community College
Downing Construction Inc. October 2006 - Present
LMC Insurance & Risk Management July 2003 - April 2005
Principal Financial Group March 1982 - December 1999
Education
Kirkwood Community College
Andrea McNamara's Principal Financial Group Experience June 1996 - January 2009
Job at Iowa Department of Transportation
Industry Information Technology and Services
Experience
Iowa Department of Transportation February 2009 - Present
Principal Financial Group June 1996 - January 2009
Skills
SQL, C#, T-SQL, .NET, SDLC, XML, Business Analysis, Process Improvement, Requirements Analysis, Project Management, Visual Studio, Requirements Gathering, SharePoint, IIS, Windows Server, Microsoft SQL Server, Software Development, Agile Methodologies, Visual Basic, TFS, Databases
Education
Loras College 1993 — 1996
Bachelor of Science, Computer Science
Knoxville HIgh School 1982 — 1994
Keota 1980 — 1994
Iowa Department of Transportation February 2009 - Present
Principal Financial Group June 1996 - January 2009
Skills
SQL, C#, T-SQL, .NET, SDLC, XML, Business Analysis, Process Improvement, Requirements Analysis, Project Management, Visual Studio, Requirements Gathering, SharePoint, IIS, Windows Server, Microsoft SQL Server, Software Development, Agile Methodologies, Visual Basic, TFS, Databases
Education
Loras College 1993 — 1996
Bachelor of Science, Computer Science
Knoxville HIgh School 1982 — 1994
Keota 1980 — 1994
Julie Tindell Julie Tindell's Principal Financial Group Experience April 2014 - Present
Job Learning and Development Specialist at Principal Financial Group
Industry Human Resources
Experience
Principal Financial Group April 2014 - Present
Principal Financial Group January 1993 - Present
Principal Financial Group January 1991 - December 1992
Balltown-Sherrill School August 1984 - December 1987
Skills
Microsoft Office, Instructor-led Training, Training, Employee Training, Business Development, Retail, Call Centers, Training Delivery, Sales Management, Negotiation, HRIS, Newsletters, Copywriting, Email Marketing, Adobe Acrobat, Graphic Design, HTML, Press Releases, Deferred Compensation, Selling, Career Development, Life Insurance, Organizational...
Education
Loras College 1980 — 1983
B.A. Education/Psychology, Education
Principal Financial Group April 2014 - Present
Principal Financial Group January 1993 - Present
Principal Financial Group January 1991 - December 1992
Balltown-Sherrill School August 1984 - December 1987
Skills
Microsoft Office, Instructor-led Training, Training, Employee Training, Business Development, Retail, Call Centers, Training Delivery, Sales Management, Negotiation, HRIS, Newsletters, Copywriting, Email Marketing, Adobe Acrobat, Graphic Design, HTML, Press Releases, Deferred Compensation, Selling, Career Development, Life Insurance, Organizational...
Education
Loras College 1980 — 1983
B.A. Education/Psychology, Education
Nick Ehret Nick Ehret's Principal Financial Group Experience October 2010 - February 2011
Job Claims Adjuster at Grinnell Mutual Reinsurance
Industry Insurance
Experience
Grinnell Mutual Reinsurance February 2011 - Present
Principal Financial Group October 2010 - February 2011
Grinnell Mutual Reinsurance Company October 2010 - February 2011
Northwestern Mutual January 2009 - October 2010
Northwestern Mutual Financial Network January 2009 - October 2010
University of Iowa Football Team August 2006 - January 2009
Musco Lighting Co May 2005 - August 2006
Skills
Customer Service, Financial Analysis, Property & Casualty..., Health Insurance, Disability Insurance, Field Work, Life Insurance, Umbrella Insurance, Claim, Compliance
Education
University of Iowa 2006 — 2008
B.A, Political Science
University of Iowa 2004 — 2008
Bachelor of Arts (B.A.), Political Science and Government
Kirkwood Community College 2004 — 2006
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
Kirkwood Community College 2004 — 2006
A.A, Liberal Arts/Paralegal Certificate
Grinnell Mutual Reinsurance February 2011 - Present
Principal Financial Group October 2010 - February 2011
Grinnell Mutual Reinsurance Company October 2010 - February 2011
Northwestern Mutual January 2009 - October 2010
Northwestern Mutual Financial Network January 2009 - October 2010
University of Iowa Football Team August 2006 - January 2009
Musco Lighting Co May 2005 - August 2006
Skills
Customer Service, Financial Analysis, Property & Casualty..., Health Insurance, Disability Insurance, Field Work, Life Insurance, Umbrella Insurance, Claim, Compliance
Education
University of Iowa 2006 — 2008
B.A, Political Science
University of Iowa 2004 — 2008
Bachelor of Arts (B.A.), Political Science and Government
Kirkwood Community College 2004 — 2006
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
Kirkwood Community College 2004 — 2006
A.A, Liberal Arts/Paralegal Certificate
Lyndell Lewis Lyndell Lewis's Principal Financial Group Experience 1999 - 2000
Job Math Instructor
Industry Primary/Secondary Education
Experience
The Alexander Dawson School August 2014 - Present
University YES Academy August 2013 - August 2014
ICDA Charter High School August 2012 - August 2013
Andre Agassi College Prep August 2007 - June 2011
Mountain View Christian School August 2004 - June 2007
Principal Financial Group 1999 - 2000
Skills
Mathematics, Classroom Management, Curriculum Development, Customer Service, Management
Education
Louisiana State University 2003 — 2004
Special Education and Teaching
Louisiana College 1988 — 2003
Bachelor's degree, Secondary Education and Teaching
The Alexander Dawson School August 2014 - Present
University YES Academy August 2013 - August 2014
ICDA Charter High School August 2012 - August 2013
Andre Agassi College Prep August 2007 - June 2011
Mountain View Christian School August 2004 - June 2007
Principal Financial Group 1999 - 2000
Skills
Mathematics, Classroom Management, Curriculum Development, Customer Service, Management
Education
Louisiana State University 2003 — 2004
Special Education and Teaching
Louisiana College 1988 — 2003
Bachelor's degree, Secondary Education and Teaching
Luke Vandermillen's Principal Financial Group Experience March 2008 - Present
Job Vice President Institutional Sales
Industry Financial Services
Experience
Principal Financial Group March 2008 - Present
Principal Financial Group March 2006 - March 2008
Principal Financial Group March 2001 - March 2006
Principal Financial Group December 1999 - March 2001
Principal Financial Group November 1996 - December 1999
Principal Financial Group September 1992 - November 1996
Principal Financial Group February 1991 - September 1992
Principal Financial Group July 1988 - September 1992
Skills
Marketing, Social Media, Mobile Technology, Sales, Qualified Retirement..., Mutual Funds, Relationship Management, Sales Management, Retirement, Retirement Planning, 401k, Employee Benefits, Pensions, Series 6, Series 63, Series 7, Investments, Social Media Marketing, Defined Benefit, Strategy, Asset Allocation, Leadership
Education
Loras College 1984 — 1988
BA, Finance
Principal Financial Group March 2008 - Present
Principal Financial Group March 2006 - March 2008
Principal Financial Group March 2001 - March 2006
Principal Financial Group December 1999 - March 2001
Principal Financial Group November 1996 - December 1999
Principal Financial Group September 1992 - November 1996
Principal Financial Group February 1991 - September 1992
Principal Financial Group July 1988 - September 1992
Skills
Marketing, Social Media, Mobile Technology, Sales, Qualified Retirement..., Mutual Funds, Relationship Management, Sales Management, Retirement, Retirement Planning, 401k, Employee Benefits, Pensions, Series 6, Series 63, Series 7, Investments, Social Media Marketing, Defined Benefit, Strategy, Asset Allocation, Leadership
Education
Loras College 1984 — 1988
BA, Finance
Lise Lassiter's Principal Financial Group Experience 1985 - 2002
Job Data Analyst at DataStream Market Intelligence, Inc
Industry Market Research
Experience
DataStream Market Intelligence, Inc September 2011 - Present
Cancer Care Associates Oklahoma 2008 - 2011
MedOk Financial Services 2005 - 2008
AdminOne Corp 2004 - 2005
Premier Medical Group 2003 - 2004
Principal Financial Group 1985 - 2002
Skills
Medical Terminology, Medical Billing, Training, Spreadsheets, Medical Records, Data Entry, Accounts Receivable, Insurance, Data Analysis, Customer Service, Claims Handling, Ten Key, EOBs, Health Insurance, Office Equipment, Microsoft Excel, Microsoft Word, Medicare/Medicaid..., Medical Coding, Databases, Accounting, Access, Medicare/Medicaid..., PowerPoint, Outlook, Public Speaking, Team Building
Education
DWHS
New Horizons Training Center on line 2005 — 2005
Medical Office Assistant/Specialist
Draughan's Junior College 2003 — 2003
Medcical Assistant
Longview Community College 1983 — 1983
Tulsa Technology Center
DataStream Market Intelligence, Inc September 2011 - Present
Cancer Care Associates Oklahoma 2008 - 2011
MedOk Financial Services 2005 - 2008
AdminOne Corp 2004 - 2005
Premier Medical Group 2003 - 2004
Principal Financial Group 1985 - 2002
Skills
Medical Terminology, Medical Billing, Training, Spreadsheets, Medical Records, Data Entry, Accounts Receivable, Insurance, Data Analysis, Customer Service, Claims Handling, Ten Key, EOBs, Health Insurance, Office Equipment, Microsoft Excel, Microsoft Word, Medicare/Medicaid..., Medical Coding, Databases, Accounting, Access, Medicare/Medicaid..., PowerPoint, Outlook, Public Speaking, Team Building
Education
DWHS
New Horizons Training Center on line 2005 — 2005
Medical Office Assistant/Specialist
Draughan's Junior College 2003 — 2003
Medcical Assistant
Longview Community College 1983 — 1983
Tulsa Technology Center
AJ Bloom AJ Bloom's Principal Financial Group Experience August 2004 - March 2011
Job Digital Marketing Manager at Highlights for Children
Industry Marketing and Advertising
Experience
Highlights for Children March 2015 - Present
Highlights for Children January 2014 - March 2015
Manta July 2013 - December 2013
Tribune Company July 2012 - July 2013
CNN March 2011 - July 2012
Principal Financial Group August 2004 - March 2011
Skills
Media Planning, Digital Media, comScore, DoubleClick, Mobile Advertising, Online Advertising, Advertising Sales
Education
Loras College 2000 — 2004
Bachelor's degree, Marketing and Finance
Highlights for Children March 2015 - Present
Highlights for Children January 2014 - March 2015
Manta July 2013 - December 2013
Tribune Company July 2012 - July 2013
CNN March 2011 - July 2012
Principal Financial Group August 2004 - March 2011
Skills
Media Planning, Digital Media, comScore, DoubleClick, Mobile Advertising, Online Advertising, Advertising Sales
Education
Loras College 2000 — 2004
Bachelor's degree, Marketing and Finance
Marcus Norman Marcus Norman's Principal Financial Group Experience December 2010 - July 2011
Job Attorney, Entrepreneur, Business Strategist
Industry Law Practice
Experience
Norman Legal Firm, PLLC November 1999 - Present
Epiq Systems April 2013 - May 2013
Principal Financial Group December 2010 - July 2011
MetLife January 2009 - November 2009
Merrill Lynch August 2005 - July 2007
State Farm April 1998 - November 1999
Skills
Courts, Litigation, Family Law, Dispute Resolution, Alternative Dispute..., Contract Negotiation, Real Estate, Negotiation, Public Speaking, Real Estate Transactions, Insurance, Foreclosures, Management, Strategic Planning, Arbitration, Civil Litigation, Mediation
Education
Oklahoma City University 1995 — 1998
Juris Doctorate, International Law and Legal Studies
Lamar University 1988 — 1992
Bachelor of Science (BS), Political Science and Government
Norman Legal Firm, PLLC November 1999 - Present
Epiq Systems April 2013 - May 2013
Principal Financial Group December 2010 - July 2011
MetLife January 2009 - November 2009
Merrill Lynch August 2005 - July 2007
State Farm April 1998 - November 1999
Skills
Courts, Litigation, Family Law, Dispute Resolution, Alternative Dispute..., Contract Negotiation, Real Estate, Negotiation, Public Speaking, Real Estate Transactions, Insurance, Foreclosures, Management, Strategic Planning, Arbitration, Civil Litigation, Mediation
Education
Oklahoma City University 1995 — 1998
Juris Doctorate, International Law and Legal Studies
Lamar University 1988 — 1992
Bachelor of Science (BS), Political Science and Government
Lisa Lafler's Principal Financial Group Experience July 1998 - July 2008
Job Assistant Vice President for Communications and Marketing at Mount Mercy University
Industry Higher Education
Experience
Mount Mercy University February 2013 - Present
Horizons, A Family Service Alliance December 2008 - January 2013
AEGON July 2008 - December 2008
Principal Financial Group July 1998 - July 2008
Hy-Vee Food Stores 1993 - 1998
Epley Marketing Services 1992 - 1993
Skills
Public Speaking, Public Relations, Strategic Planning, Non-profits, Event Planning, Social Media, Customer Relations, Marketing Communications, Marketing Strategy, Proposal Writing, Writing, Online Marketing, Excel, Word, Media Relations, Microsoft Office, Advertising, Social Media Marketing, Email Marketing, Problem Solving, Team Building, Copywriting, Community Relations, Project Management, Community Outreach, Marketing, Fundraising, Leadership, Strategic Communications, Event Management, Leadership Development, Grant Writing, Project Planning, Adobe Creative Suite, Nonprofits, Research, Microsoft Excel, Newsletters, Customer Service, Editing, Training, Management, Social Networking, Community Development, Sales, Microsoft Word, Budgets, Facebook, Program Development, Time Management
Education
Mount Mercy University 1991 — 1993
BA, Marketing & Administrative Management
Kirkwood Community College 1989 — 1991
AA, Business Administration
Mount Mercy University February 2013 - Present
Horizons, A Family Service Alliance December 2008 - January 2013
AEGON July 2008 - December 2008
Principal Financial Group July 1998 - July 2008
Hy-Vee Food Stores 1993 - 1998
Epley Marketing Services 1992 - 1993
Skills
Public Speaking, Public Relations, Strategic Planning, Non-profits, Event Planning, Social Media, Customer Relations, Marketing Communications, Marketing Strategy, Proposal Writing, Writing, Online Marketing, Excel, Word, Media Relations, Microsoft Office, Advertising, Social Media Marketing, Email Marketing, Problem Solving, Team Building, Copywriting, Community Relations, Project Management, Community Outreach, Marketing, Fundraising, Leadership, Strategic Communications, Event Management, Leadership Development, Grant Writing, Project Planning, Adobe Creative Suite, Nonprofits, Research, Microsoft Excel, Newsletters, Customer Service, Editing, Training, Management, Social Networking, Community Development, Sales, Microsoft Word, Budgets, Facebook, Program Development, Time Management
Education
Mount Mercy University 1991 — 1993
BA, Marketing & Administrative Management
Kirkwood Community College 1989 — 1991
AA, Business Administration
Shawn Rezazadeh Shawn Rezazadeh's Principal Financial Group Experience January 2009 - February 2010
Job Marketing Associate at DigitalPersona
Industry Computer & Network Security
Experience
DigitalPersona June 2012 - Present
Actuate Corporation June 2011 - June 2012
Principal Financial Group January 2009 - February 2010
Skills
Salesforce.com, Lead Generation
Education
Los Angeles Pierce College
Associate, and
San Francisco State University
Political Science
DigitalPersona June 2012 - Present
Actuate Corporation June 2011 - June 2012
Principal Financial Group January 2009 - February 2010
Skills
Salesforce.com, Lead Generation
Education
Los Angeles Pierce College
Associate, and
San Francisco State University
Political Science
Patti Bell Patti Bell's Principal Financial Group Experience June 1992 - Present
Job Advanced Solutions Director at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group June 1992 - Present
Skills
CPA
Education
Loras College 1982 — 1986
Bachelor of Arts (BA), Accounting
Principal Financial Group June 1992 - Present
Skills
CPA
Education
Loras College 1982 — 1986
Bachelor of Arts (BA), Accounting
William (Bill) Hayen William (Bill) Hayen's Principal Financial Group Experience March 1999 - June 2004
Job at Retired
Industry Banking
Experience
Retired March 2009 - Present
Iowa Society of CPAs 1971 - 2015
Iowa Society of CPAs 1971 - 2015
Iowa Society of CPAs 1971 - 2015
Iowa Society of CPAs 1971 - 2015
Iowa Society of CPAs 1971 - 2015
Iowa Society of CPAs 1971 - 2015
Principal Bank June 2004 - March 2009
Principal Financial Group March 1999 - June 2004
Hayen Schnurr & Associates, PC CPAs 1987 - 1999
Skills
Financial Analysis, Risk Management, Banking, Portfolio Management, Business Analysis, Process Improvement, Budgets, Auditing, Investments, Insurance, Strategic Financial..., Finance, Financial Reporting, Financial Risk, Financial Modeling, Loans, Credit Risk, Credit Analysis, Credit, Internal Audit, Mortgage Lending, Mutual Funds, Underwriting, Retirement Planning, Wealth Management, Commercial Lending, Mergers & Acquisitions, Asset Management, Enterprise Risk..., Retirement, Securities, 401k, Commercial Banking, Series 7, Retail Banking
Education
Loras College 1966 — 1970
BS, Accounting
LaSalle High School 1964 — 1966
Diploma
Retired March 2009 - Present
Iowa Society of CPAs 1971 - 2015
Iowa Society of CPAs 1971 - 2015
Iowa Society of CPAs 1971 - 2015
Iowa Society of CPAs 1971 - 2015
Iowa Society of CPAs 1971 - 2015
Iowa Society of CPAs 1971 - 2015
Principal Bank June 2004 - March 2009
Principal Financial Group March 1999 - June 2004
Hayen Schnurr & Associates, PC CPAs 1987 - 1999
Skills
Financial Analysis, Risk Management, Banking, Portfolio Management, Business Analysis, Process Improvement, Budgets, Auditing, Investments, Insurance, Strategic Financial..., Finance, Financial Reporting, Financial Risk, Financial Modeling, Loans, Credit Risk, Credit Analysis, Credit, Internal Audit, Mortgage Lending, Mutual Funds, Underwriting, Retirement Planning, Wealth Management, Commercial Lending, Mergers & Acquisitions, Asset Management, Enterprise Risk..., Retirement, Securities, 401k, Commercial Banking, Series 7, Retail Banking
Education
Loras College 1966 — 1970
BS, Accounting
LaSalle High School 1964 — 1966
Diploma
Kelly Caggainello Kelly Caggainello's Principal Financial Group Experience January 2012 - January 2012
Job Consultant at FactSet
Industry Financial Services
Experience
FactSet July 2013 - Present
SL Green May 2012 - August 2012
Principal Financial Group January 2012 - January 2012
Bank of Montreal January 2011 - January 2011
Aspetuck Valley Country Club May 2008 - August 2010
Skills
Spanish, Yardi, Stata, Excel, PowerPoint, Word, iMovie
Education
Lafayette College 2009 — 2013
Bachelor of Arts, Economics/Spanish
FactSet July 2013 - Present
SL Green May 2012 - August 2012
Principal Financial Group January 2012 - January 2012
Bank of Montreal January 2011 - January 2011
Aspetuck Valley Country Club May 2008 - August 2010
Skills
Spanish, Yardi, Stata, Excel, PowerPoint, Word, iMovie
Education
Lafayette College 2009 — 2013
Bachelor of Arts, Economics/Spanish
Tyler J. Krzewina Tyler J. Krzewina's Principal Financial Group Experience April 2014 - November 2014
Job Consultant at ESOP Partners
Industry Financial Services
Experience
ESOP Partners November 2014 - Present
Principal Financial Group April 2014 - November 2014
Principal Financial Group August 2012 - April 2014
Principal Financial Group April 2006 - August 2012
Skills
ESOP, Retirement Planning, Financial Analysis, ERISA, 401k, Retirement, Microsoft Excel, Responsiveness, Defined Contribution, Defined Benefit, Analysis, Financial Services, Administration, Strategy, Investments, Employee Benefits
Education
Lawrence University
Bachelor of Arts (B.A.), Economics
ESOP Partners November 2014 - Present
Principal Financial Group April 2014 - November 2014
Principal Financial Group August 2012 - April 2014
Principal Financial Group April 2006 - August 2012
Skills
ESOP, Retirement Planning, Financial Analysis, ERISA, 401k, Retirement, Microsoft Excel, Responsiveness, Defined Contribution, Defined Benefit, Analysis, Financial Services, Administration, Strategy, Investments, Employee Benefits
Education
Lawrence University
Bachelor of Arts (B.A.), Economics
Connie Moyer Connie Moyer's Principal Financial Group Experience 1988 - 1993
Job Owner of Crumbz
Industry Financial Services
Experience
Crumbz March 2015 - Present
Wells Fargo Home Mortgage June 2013 - October 2014
Paramount Mortgage Company November 2006 - June 2013
CBE 2009 - 2011
CitiMortgage 1997 - 2006
ReliaStar Mortgage 1993 - 1997
Principal Financial Group 1988 - 1993
Skills
Sales Management, Customer Service, Financial Analysis, Strategic Planning, New Business Development, Strategic Financial..., Financial Modeling, Market Analysis, Baking, Customer Satisfaction, Creative Solutions, Logo Design
Education
Loras College 1984 — 1988
BA, Finance, Pyschology
Crumbz March 2015 - Present
Wells Fargo Home Mortgage June 2013 - October 2014
Paramount Mortgage Company November 2006 - June 2013
CBE 2009 - 2011
CitiMortgage 1997 - 2006
ReliaStar Mortgage 1993 - 1997
Principal Financial Group 1988 - 1993
Skills
Sales Management, Customer Service, Financial Analysis, Strategic Planning, New Business Development, Strategic Financial..., Financial Modeling, Market Analysis, Baking, Customer Satisfaction, Creative Solutions, Logo Design
Education
Loras College 1984 — 1988
BA, Finance, Pyschology
Michelle Stone Michelle Stone's Principal Financial Group Experience November 2009 - Present
Job Internal Sales Manager Retirement at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group November 2009 - Present
The Principal Financial Group March 2003 - November 2009
Skills
• 401(k), 403(b), SEP &..., • Defined Benefit Plans, • Series 7, 63, 66, and..., • Tax Exempt Plans, Sales Management, Team Leadership, 401k, Retirement, Series 7, Series 63, Sales Operations, Mutual Funds, Financial Services, Retirement Planning, Investments
Education
Loras College 1996 — 2000
Principal Financial Group November 2009 - Present
The Principal Financial Group March 2003 - November 2009
Skills
• 401(k), 403(b), SEP &..., • Defined Benefit Plans, • Series 7, 63, 66, and..., • Tax Exempt Plans, Sales Management, Team Leadership, 401k, Retirement, Series 7, Series 63, Sales Operations, Mutual Funds, Financial Services, Retirement Planning, Investments
Education
Loras College 1996 — 2000
Hans Walsh Hans Walsh's Principal Financial Group Experience November 2003 - October 2004
Job General manager at The Irish Shanti
Industry Food & Beverages
Experience
The Irish Shanti June 2007 - Present
Principal Financial Group November 2003 - October 2004
The Vine Tavern and Eatery April 2003 - September 2004
Arizona State University September 2001 - April 2003
Skills
Customer Service, English, Windows, Research, Public Speaking, Editing, Strategic Planning, Negotiation, Public Relations, Event Planning, Hospitality, Food Service, Marketing Strategy, Restaurants, Hands-on leader, Aloha, Micros, Written Communication, Bartending, Cooking, Human Resources, Inventory Management, Time Management, Social Networking, Waitressing, Food Service Operations, Writing, Diversity, Youth Mentoring, Event Management, Restaurant Management, Staff Management, Social Media, Catering, Hiring, Training, Food
Education
Loras College 1997 — 2001
Bachelor of Arts (B.A.), Public Relations, Advertising, and Applied Communication
Valley High School Elgin, Iowa 1993 — 1997
Diploma, General, 3.5 GPA
The Irish Shanti June 2007 - Present
Principal Financial Group November 2003 - October 2004
The Vine Tavern and Eatery April 2003 - September 2004
Arizona State University September 2001 - April 2003
Skills
Customer Service, English, Windows, Research, Public Speaking, Editing, Strategic Planning, Negotiation, Public Relations, Event Planning, Hospitality, Food Service, Marketing Strategy, Restaurants, Hands-on leader, Aloha, Micros, Written Communication, Bartending, Cooking, Human Resources, Inventory Management, Time Management, Social Networking, Waitressing, Food Service Operations, Writing, Diversity, Youth Mentoring, Event Management, Restaurant Management, Staff Management, Social Media, Catering, Hiring, Training, Food
Education
Loras College 1997 — 2001
Bachelor of Arts (B.A.), Public Relations, Advertising, and Applied Communication
Valley High School Elgin, Iowa 1993 — 1997
Diploma, General, 3.5 GPA
Barbara Snobl Barbara Snobl's Principal Financial Group Experience March 2008 - March 2011
Job Patient Care Coordinator
Industry Hospital & Health Care
Experience
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
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
Rick Botwinick Rick Botwinick's Principal Financial Group Experience June 2014 - Present
Job Financial Advisor and Registered Representative at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group June 2014 - Present
New England Securities March 2011 - May 2014
Penn Mutual March 2003 - February 2011
Washington Mutual Bank June 1984 - September 2002
Education
LIU Post 1977 — 1979
BA, Accounting
Principal Financial Group June 2014 - Present
New England Securities March 2011 - May 2014
Penn Mutual March 2003 - February 2011
Washington Mutual Bank June 1984 - September 2002
Education
LIU Post 1977 — 1979
BA, Accounting
Brent Kehoe Brent Kehoe's Principal Financial Group Experience November 2012 - January 2013
Job System Security Administrator at FCStone
Industry Information Technology and Services
Experience
INTL FCStone Inc. January 2013 - Present
Principal Financial Group November 2012 - January 2013
FIREHOUSE Software A Xerox Company June 2012 - November 2012
Eurofins Scientific Inc November 2010 - May 2012
Nationwide Insurance February 2010 - October 2010
Farm Bureau Financial Services October 2006 - June 2009
The CBE Group, Inc. 2004 - 2006
Fiserv Insurance Solutions 1999 - 2004
Parsons Technology 1994 - 1998
Skills
Active Directory, Troubleshooting, Regulatory Compliance, Disaster Recovery, Technical Support, System Deployment, Security, Cisco Technologies, Windows Server, SQL, Network Administration, Networking, Printers, Windows 7, Visio, VMware, XP, Windows, Hardware, Business Analysis, Requirements Analysis, Vendor Management, VPN, Process Improvement, Business Process, Information Management, Smartphones, VMware ESX
Education
Kirkwood Community College 1990 — 1992
Business Administration
CFHS 1988 — 1990
INTL FCStone Inc. January 2013 - Present
Principal Financial Group November 2012 - January 2013
FIREHOUSE Software A Xerox Company June 2012 - November 2012
Eurofins Scientific Inc November 2010 - May 2012
Nationwide Insurance February 2010 - October 2010
Farm Bureau Financial Services October 2006 - June 2009
The CBE Group, Inc. 2004 - 2006
Fiserv Insurance Solutions 1999 - 2004
Parsons Technology 1994 - 1998
Skills
Active Directory, Troubleshooting, Regulatory Compliance, Disaster Recovery, Technical Support, System Deployment, Security, Cisco Technologies, Windows Server, SQL, Network Administration, Networking, Printers, Windows 7, Visio, VMware, XP, Windows, Hardware, Business Analysis, Requirements Analysis, Vendor Management, VPN, Process Improvement, Business Process, Information Management, Smartphones, VMware ESX
Education
Kirkwood Community College 1990 — 1992
Business Administration
CFHS 1988 — 1990
Susan (Chisolm) Ashworth Susan (Chisolm) Ashworth's Principal Financial Group Experience August 2008 - December 2009
Job
Industry Program Development
Experience
Global Dynamic Consulting, Inc. December 2014 - Present
Ashworth Investment and Realty November 2013 - Present
Wells Fargo April 2012 - November 2013
TEKsystems September 2011 - April 2012
TBO International LLC January 2010 - September 2011
Principal Financial Group August 2008 - December 2009
Wells Fargo October 2005 - 2008
USAA 1989 - 2005
Coca-Cola Bottling Company United January 1986 - July 1989
Skills
Executive Management, Program Management, Business Development, Management, Leadership, Human Resources, Budgets, Strategic Planning, CRM, Project Management, Management Consulting, Training, PMP, Vendor Management, Business Analysis, Consulting, Process Improvement, Business Process..., Policy
Education
Our Lady of the Lake University 1990 — 1992
MBA
Linfield College 1983 — 1985
BA
Global Dynamic Consulting, Inc. December 2014 - Present
Ashworth Investment and Realty November 2013 - Present
Wells Fargo April 2012 - November 2013
TEKsystems September 2011 - April 2012
TBO International LLC January 2010 - September 2011
Principal Financial Group August 2008 - December 2009
Wells Fargo October 2005 - 2008
USAA 1989 - 2005
Coca-Cola Bottling Company United January 1986 - July 1989
Skills
Executive Management, Program Management, Business Development, Management, Leadership, Human Resources, Budgets, Strategic Planning, CRM, Project Management, Management Consulting, Training, PMP, Vendor Management, Business Analysis, Consulting, Process Improvement, Business Process..., Policy
Education
Our Lady of the Lake University 1990 — 1992
MBA
Linfield College 1983 — 1985
BA
Paul Duster's Principal Financial Group Experience May 1987 - April 1990
Job Director, Client Relations at Prudential
Industry Financial Services
Experience
Prudential December 2005 - Present
CarteGraph Systems December 2002 - December 2005
CIGNA Retirement Benefit Services, Inc. 1990 - 2002
Principal Financial Group May 1987 - April 1990
Skills
Customer Relations, Customer Service, Client Service, Financial Services, Employee Benefits, 401k, Mutual Funds, Employee Relations, Retirement, Retirement Planning, Fixed Annuities, Insurance, Pensions, Series 7, Series 63, Series 6, Client Services, Management
Education
University of Dubuque 1992 — 1997
MBA, Business Administration
Loras College 1983 — 1987
B.A., Marketing, Computer Science
Loras College 1983 — 1987
Bachelor of Arts (BA), Marketing / Computer Science
Leo High School 1980 — 1983
Prudential December 2005 - Present
CarteGraph Systems December 2002 - December 2005
CIGNA Retirement Benefit Services, Inc. 1990 - 2002
Principal Financial Group May 1987 - April 1990
Skills
Customer Relations, Customer Service, Client Service, Financial Services, Employee Benefits, 401k, Mutual Funds, Employee Relations, Retirement, Retirement Planning, Fixed Annuities, Insurance, Pensions, Series 7, Series 63, Series 6, Client Services, Management
Education
University of Dubuque 1992 — 1997
MBA, Business Administration
Loras College 1983 — 1987
B.A., Marketing, Computer Science
Loras College 1983 — 1987
Bachelor of Arts (BA), Marketing / Computer Science
Leo High School 1980 — 1983
Thomas O. Keenan Thomas O. Keenan's Principal Financial Group Experience 1992 - 1996
Job Director at MassMutual
Industry Insurance
Experience
MassMutual September 2007 - Present
The Hartford 2006 - 2007
AIG April 1999 - September 2006
United Benefit Life Insurance Company 1997 - 1999
The Millers Group 1996 - 1997
Principal Financial Group 1992 - 1996
Amercian Republic Insurance Company 1989 - 1992
Education
Loras College 1985 — 1989
BA, Major: Marketing & Economics Minor: Classical Studies
West Des Moines Dowling 1981 — 1985
High School Diploma, College Prep
MassMutual September 2007 - Present
The Hartford 2006 - 2007
AIG April 1999 - September 2006
United Benefit Life Insurance Company 1997 - 1999
The Millers Group 1996 - 1997
Principal Financial Group 1992 - 1996
Amercian Republic Insurance Company 1989 - 1992
Education
Loras College 1985 — 1989
BA, Major: Marketing & Economics Minor: Classical Studies
West Des Moines Dowling 1981 — 1985
High School Diploma, College Prep
Troy Fontenote's Principal Financial Group Experience March 2004 - July 2013
Job Sales Director at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group July 2013 - Present
Principal Financial Group March 2004 - July 2013
Genworth Financial 2003 - 2004
Franklin Templeton Investments January 2000 - March 2003
ADP January 1996 - March 2000
Skills
Sales, Retirement, Retirement Planning, Defined Benefit, Series 7, Deferred Compensation, 401k
Education
Lamar University 1982 — 1988
BBA/MBA (attended), Business
Lincoln Financial Group July 2013 - Present
Principal Financial Group March 2004 - July 2013
Genworth Financial 2003 - 2004
Franklin Templeton Investments January 2000 - March 2003
ADP January 1996 - March 2000
Skills
Sales, Retirement, Retirement Planning, Defined Benefit, Series 7, Deferred Compensation, 401k
Education
Lamar University 1982 — 1988
BBA/MBA (attended), Business
Erik Spencer Erik Spencer's Principal Financial Group Experience 1990 - 1998
Job Dell SW Asset Management Team @ Boeing Co.
Industry Information Technology and Services
Experience
Boeing ( Dell & RMS ) December 2010 - Present
Freelance July 2009 - December 2010
JPMorgan Chase 2008 - July 2009
Washington Mutual 2002 - 2008
Wamu 2001 - 2002
COMSYS 1998 - 2002
Principal Financial Group 1990 - 1998
Skills
Software Asset..., Product Management, Project Management, Project Planning, Microsoft Office, Active Directory, Scripting, Compliance, Analysis, Data Analysis, Roadmap, Change Management, Process Management, Project Delivery, Service Delivery, Release Management, Risk Management
Education
Catlin Gabel
Lane Community College
Northwestern College of Business
Portland Community College
Boeing ( Dell & RMS ) December 2010 - Present
Freelance July 2009 - December 2010
JPMorgan Chase 2008 - July 2009
Washington Mutual 2002 - 2008
Wamu 2001 - 2002
COMSYS 1998 - 2002
Principal Financial Group 1990 - 1998
Skills
Software Asset..., Product Management, Project Management, Project Planning, Microsoft Office, Active Directory, Scripting, Compliance, Analysis, Data Analysis, Roadmap, Change Management, Process Management, Project Delivery, Service Delivery, Release Management, Risk Management
Education
Catlin Gabel
Lane Community College
Northwestern College of Business
Portland Community College
Jeffrey Clapp Jeffrey Clapp's Principal Financial Group Experience May 2014 - Present
Job Financial Advisor at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group May 2014 - Present
Education
Lipscomb University 1990 — 1993
Bachelor's Degree
Lipscomb University 1990 — 1993
Bachelor's degree
Principal Financial Group May 2014 - Present
Education
Lipscomb University 1990 — 1993
Bachelor's Degree
Lipscomb University 1990 — 1993
Bachelor's degree
Lee Bird Lee Bird's Principal Financial Group Experience January 2008 - July 2011
Job Specialty Sales Consultant at Blue Cross Blue Shield of Michigan
Industry Insurance
Experience
Blue Cross Blue Shield of Michigan November 2014 - Present
Sun Life Financial October 2013 - November 2014
Blue Cross Blue Shield of Michigan July 2011 - October 2013
Principal Financial Group January 2008 - July 2011
Hantz Benefit Services June 2004 - January 2008
Skills
Employee Benefits, Account Management, Customer Satisfaction, Insurance, Health Insurance, Customer Service, Sales, Team Building, Customer Retention, Disability Insurance, Training, Sales Management, Business Planning, Program Management, Health Savings Accounts, CRM
Education
Lake Superior State University 1996 — 2000
BS, Recreation Management
Blue Cross Blue Shield of Michigan November 2014 - Present
Sun Life Financial October 2013 - November 2014
Blue Cross Blue Shield of Michigan July 2011 - October 2013
Principal Financial Group January 2008 - July 2011
Hantz Benefit Services June 2004 - January 2008
Skills
Employee Benefits, Account Management, Customer Satisfaction, Insurance, Health Insurance, Customer Service, Sales, Team Building, Customer Retention, Disability Insurance, Training, Sales Management, Business Planning, Program Management, Health Savings Accounts, CRM
Education
Lake Superior State University 1996 — 2000
BS, Recreation Management
Jim Craney's Principal Financial Group Experience September 2000 - November 2006
Job Manager, Supplier Choice Programs, Customer Programs at Philadelphia Gas Works
Industry Utilities
Experience
Philadelphia Gas Works November 2014 - Present
Energy Management Systems April 2007 - November 2014
Principal Financial Group September 2000 - November 2006
Chester County Government Dept. Children, Youth & Famillies 2004 - 2006
Skills
Contract Negotiation, Proposal Writing, Professional Mentoring, Procedure Development, Marketing Communications, News Writing, Business Development, Newsletter Production, Legal Documents, Contract Management, Account Management, Legal Writing, Technical Writing, White Papers, Microsoft CRM, Microsoft Dynamics, Strategic Planning, LEED Accredited, Employee Training, Procurement Outsourcing, Lead Generation, Energy Management, Email Marketing, Client Development, Utilities Management, Business Strategy, Energy Conservation, CRM, Energy Audits, Energy, Acquisitions, Lease Administration, Leases, Natural Gas, Training, Commercial Real Estate, Renewable Energy
Education
National Contract Management Association (NCMA) 2013 — 2013
Certified Federal Contract Manager (CFCM), Federal Acquisition Regulation(FAR)
La Salle University 2010 — 2012
completed 28 credits, Speech, Language and Linguistic coursework, Dean's List
The Philadelphia Institute
Certificate, Employee Benefit Plans
West Chester University of Pennsylvania
BA, Psychology
Philadelphia Gas Works November 2014 - Present
Energy Management Systems April 2007 - November 2014
Principal Financial Group September 2000 - November 2006
Chester County Government Dept. Children, Youth & Famillies 2004 - 2006
Skills
Contract Negotiation, Proposal Writing, Professional Mentoring, Procedure Development, Marketing Communications, News Writing, Business Development, Newsletter Production, Legal Documents, Contract Management, Account Management, Legal Writing, Technical Writing, White Papers, Microsoft CRM, Microsoft Dynamics, Strategic Planning, LEED Accredited, Employee Training, Procurement Outsourcing, Lead Generation, Energy Management, Email Marketing, Client Development, Utilities Management, Business Strategy, Energy Conservation, CRM, Energy Audits, Energy, Acquisitions, Lease Administration, Leases, Natural Gas, Training, Commercial Real Estate, Renewable Energy
Education
National Contract Management Association (NCMA) 2013 — 2013
Certified Federal Contract Manager (CFCM), Federal Acquisition Regulation(FAR)
La Salle University 2010 — 2012
completed 28 credits, Speech, Language and Linguistic coursework, Dean's List
The Philadelphia Institute
Certificate, Employee Benefit Plans
West Chester University of Pennsylvania
BA, Psychology
Mary Beth Sexton Mary Beth Sexton's Principal Financial Group Experience September 2005 - September 2011
Job BSN, RN
Industry Hospital & Health Care
Experience
American Health Holding February 2013 - Present
Western Governors University July 2011 - December 2012
Principal Financial Group September 2005 - September 2011
Principal Financial Group 2005 - 2011
OB-GYN Associates, P.C. 2003 - 2005
Ahn Clinic 1999 - 2003
St. Luke's Hospital 1991 - 1999
Skills
Case Managment, Nursing, Clinical Research, Hospitals, Utilization Management, Health Insurance, Utilization Review, Medical Terminology, Medical/Surgical, Medical Records, Surgery, Medicine, Healthcare, Case Management, Healthcare Management, Physicians
Education
Western Governor's University 2011 — 2012
Bachelor of Science in Nursing, BSN, Registered Nursing/Registered Nurse
Kirkwood Community College 1988 — 1990
Associate Degree in Nursing, Healthcare
University of Iowa 1979 — 1981
Broadcast Journalism and Social Psychology
American Health Holding February 2013 - Present
Western Governors University July 2011 - December 2012
Principal Financial Group September 2005 - September 2011
Principal Financial Group 2005 - 2011
OB-GYN Associates, P.C. 2003 - 2005
Ahn Clinic 1999 - 2003
St. Luke's Hospital 1991 - 1999
Skills
Case Managment, Nursing, Clinical Research, Hospitals, Utilization Management, Health Insurance, Utilization Review, Medical Terminology, Medical/Surgical, Medical Records, Surgery, Medicine, Healthcare, Case Management, Healthcare Management, Physicians
Education
Western Governor's University 2011 — 2012
Bachelor of Science in Nursing, BSN, Registered Nursing/Registered Nurse
Kirkwood Community College 1988 — 1990
Associate Degree in Nursing, Healthcare
University of Iowa 1979 — 1981
Broadcast Journalism and Social Psychology
Dave Daniel Dave Daniel's Principal Financial Group Experience March 2001 - June 2011
Job Director of Sales at Wellmark
Industry Insurance
Experience
Wellmark January 2011 - Present
Principal Financial Group March 2001 - June 2011
Principal Financial Group January 1999 - March 2001
Skills
Health Insurance, Strategic Planning, Leadership, Employee Benefits, Finance, Insurance, Disability Insurance, Account Management, Team Building, Underwriting, Marketing, Health Savings Accounts, New Business Development, Life Insurance, Analysis, Selling, Management, Performance Management, Term Life Insurance, Brokers, Managed Care, Sales Management, Group Insurance, Strategy, Sales Presentations, Health Care Reform, Relationship Management, Coaching, Business Planning, Negotiation, Risk Management, Customer Retention, 401k, Executive Management, Sales
Education
Loras College 1985 — 1989
BA, Finance and Marketing
Wellmark January 2011 - Present
Principal Financial Group March 2001 - June 2011
Principal Financial Group January 1999 - March 2001
Skills
Health Insurance, Strategic Planning, Leadership, Employee Benefits, Finance, Insurance, Disability Insurance, Account Management, Team Building, Underwriting, Marketing, Health Savings Accounts, New Business Development, Life Insurance, Analysis, Selling, Management, Performance Management, Term Life Insurance, Brokers, Managed Care, Sales Management, Group Insurance, Strategy, Sales Presentations, Health Care Reform, Relationship Management, Coaching, Business Planning, Negotiation, Risk Management, Customer Retention, 401k, Executive Management, Sales
Education
Loras College 1985 — 1989
BA, Finance and Marketing
Tim. Gregan Tim. Gregan's Principal Financial Group Experience October 1991 - December 1997
Job Vice President Retirement Plan Services/Department Manager at Union Bank & Trust Company
Industry Investment Management
Experience
Union Bank & Trust Company September 2012 - Present
Wells Fargo October 2001 - September 2012
Fremont National Bank August 1999 - February 2001
Northwest Bank & Trust Company December 1997 - August 1999
Principal Financial Group October 1991 - December 1997
Skills
Pensions, Investments, Wealth Management, Retirement Planning, Asset Allocation
Education
Loras College 1989 — 1991
Bachelor of Arts, Finance
Union Bank & Trust Company September 2012 - Present
Wells Fargo October 2001 - September 2012
Fremont National Bank August 1999 - February 2001
Northwest Bank & Trust Company December 1997 - August 1999
Principal Financial Group October 1991 - December 1997
Skills
Pensions, Investments, Wealth Management, Retirement Planning, Asset Allocation
Education
Loras College 1989 — 1991
Bachelor of Arts, Finance
Michelle Driver Michelle Driver's Principal Financial Group Experience January 2006 - November 2009
Job Strategy and Consulting
Industry Health, Wellness and Fitness
Experience
WebMD April 2012 - March 2013
Healthways November 2009 - April 2012
Principal Financial Group January 2006 - November 2009
Lumenos July 2004 - January 2006
HealthMarket 2002 - 2004
Comp USA April 1996 - October 1998
Skills
Strategy, Strategic Planning, Leadership, Sales, Employee Benefits, Healthcare, Health Insurance, Account Management, Health Savings Accounts, Employee Wellness, New Business Development, Sales Management, Salesforce.com, Insurance, Life Insurance
Education
Liberty University
Bachelor's Degree
University of Oklahoma 1992 — 1995
WebMD April 2012 - March 2013
Healthways November 2009 - April 2012
Principal Financial Group January 2006 - November 2009
Lumenos July 2004 - January 2006
HealthMarket 2002 - 2004
Comp USA April 1996 - October 1998
Skills
Strategy, Strategic Planning, Leadership, Sales, Employee Benefits, Healthcare, Health Insurance, Account Management, Health Savings Accounts, Employee Wellness, New Business Development, Sales Management, Salesforce.com, Insurance, Life Insurance
Education
Liberty University
Bachelor's Degree
University of Oklahoma 1992 — 1995
Eric Feldmann Eric Feldmann's Principal Financial Group Experience June 2006 - June 2007
Job Group Benefits Practice Leader / Director of Compliance at Chadler Solutions
Industry Insurance
Experience
Chadler Solutions October 2014 - Present
Chadler Solutions March 2011 - Present
The Guardian Life Insurance Company of America July 2008 - March 2011
JDM & Associates June 2007 - July 2008
Principal Financial Group June 2006 - June 2007
Skills
Employee Benefits, Life Insurance, Insurance, Account Management, Disability Insurance, Financial Analysis, Health Insurance, Strategic Planning, Underwriting, Term Life Insurance, Long-term Care, Brokers, Retirement, 401k, Commercial Insurance, Property & Casualty...
Education
Lafayette College 2002 — 2006
BA, Economics & Business
Chadler Solutions October 2014 - Present
Chadler Solutions March 2011 - Present
The Guardian Life Insurance Company of America July 2008 - March 2011
JDM & Associates June 2007 - July 2008
Principal Financial Group June 2006 - June 2007
Skills
Employee Benefits, Life Insurance, Insurance, Account Management, Disability Insurance, Financial Analysis, Health Insurance, Strategic Planning, Underwriting, Term Life Insurance, Long-term Care, Brokers, Retirement, 401k, Commercial Insurance, Property & Casualty...
Education
Lafayette College 2002 — 2006
BA, Economics & Business
Tom Mackle Tom Mackle's Principal Financial Group Experience June 2012 - Present
Job Financial Services Representative at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group June 2012 - Present
Education
La Salle University
Bachelor's degree, Business Management and Labor Relations
Principal Financial Group June 2012 - Present
Education
La Salle University
Bachelor's degree, Business Management and Labor Relations
Heather Battaglia Heather Battaglia's Principal Financial Group Experience 2003 - 2004
Job SVP, Diverse Market Segments
Industry Banking
Experience
Citi Director and Vice President, Diverse Market SegmentsCitiMortgage2008 - Present
Jimmy Johns Gourmet Sandwiches 2008 - Present
CitiMortgage 2009 - 2010
ExecNet St. Louis December 2008 - 2010
CitiMortgage March 2007 - December 2008
CitiMortgage June 2003 - March 2007
Principal Financial Group 2003 - 2004
Villanova University September 2000 - May 2003
GMAC Mortgage 1996 - May 2003
Skills
Strategic Planning, Budget Management, Public Speaking, Coaching, New Business Development, Sales Management, Marketing Strategy, Budgeting, Account Management, Team Building, Customer Relations, Negotiation, Competitive Analysis, Organizational..., Marketing Communications, Business Planning, Product Development, Problem Solving, Consultative Selling, Planning, Team Leadership, Process Improvement, Business Strategy, Contract Negotiation, Research, Excel, Event Management, Customer Service, Strategy Development, Financial Analysis, Strategy, Microsoft Excel, Budgets, Strategic Partnerships, Business Development, Recruiting, Leadership Development, Community Outreach, Fundraising, Nonprofits, B2B, Sales, Market Research, Management, Marketing, Selling, Spanish, Cross-functional Team..., Program Management, Leadership
Education
University of Missouri-Columbia 2012 — 2016
PhD, Spanish
Lindenwood University 2009 — 2011
MBA, Business, 3.95 GPA
University of Northern Iowa 1989 — 1999
Masters of Arts, Spanish / French, 3.65 GPA
Universidad de Extremadura 1994 — 1995
Spanish / French
Newton Sr. High School 1986 — 1989
High school Diploma
Citi Director and Vice President, Diverse Market SegmentsCitiMortgage2008 - Present
Jimmy Johns Gourmet Sandwiches 2008 - Present
CitiMortgage 2009 - 2010
ExecNet St. Louis December 2008 - 2010
CitiMortgage March 2007 - December 2008
CitiMortgage June 2003 - March 2007
Principal Financial Group 2003 - 2004
Villanova University September 2000 - May 2003
GMAC Mortgage 1996 - May 2003
Skills
Strategic Planning, Budget Management, Public Speaking, Coaching, New Business Development, Sales Management, Marketing Strategy, Budgeting, Account Management, Team Building, Customer Relations, Negotiation, Competitive Analysis, Organizational..., Marketing Communications, Business Planning, Product Development, Problem Solving, Consultative Selling, Planning, Team Leadership, Process Improvement, Business Strategy, Contract Negotiation, Research, Excel, Event Management, Customer Service, Strategy Development, Financial Analysis, Strategy, Microsoft Excel, Budgets, Strategic Partnerships, Business Development, Recruiting, Leadership Development, Community Outreach, Fundraising, Nonprofits, B2B, Sales, Market Research, Management, Marketing, Selling, Spanish, Cross-functional Team..., Program Management, Leadership
Education
University of Missouri-Columbia 2012 — 2016
PhD, Spanish
Lindenwood University 2009 — 2011
MBA, Business, 3.95 GPA
University of Northern Iowa 1989 — 1999
Masters of Arts, Spanish / French, 3.65 GPA
Universidad de Extremadura 1994 — 1995
Spanish / French
Newton Sr. High School 1986 — 1989
High school Diploma
Rod Whitney Rod Whitney's Principal Financial Group Experience September 2010 - August 2012
Job Operations Management Professional
Industry Insurance
Experience
Des moines, Iowa 2012 - Present
Principal Financial Group September 2010 - August 2012
Principal Financial Group March 2006 - September 2010
Skills
IRAs, Risk Management, Insurance, Strategic Planning, 401k, Series 63, Public Speaking, Operations Management, Customer Service, Leadership, New Business Development, Series 6, Operational Excellence, series 26
Education
LeTourneau University 1981 — 1985
Bachelor of Science (BS), Business Administration
Des moines, Iowa 2012 - Present
Principal Financial Group September 2010 - August 2012
Principal Financial Group March 2006 - September 2010
Skills
IRAs, Risk Management, Insurance, Strategic Planning, 401k, Series 63, Public Speaking, Operations Management, Customer Service, Leadership, New Business Development, Series 6, Operational Excellence, series 26
Education
LeTourneau University 1981 — 1985
Bachelor of Science (BS), Business Administration
Liz Salaba Liz Salaba's Principal Financial Group Experience June 1988 - December 2012
Job VP of Business Excellence at Businessolver
Industry Information Technology and Services
Experience
Businessolver December 2012 - Present
Principal Financial Group June 1988 - December 2012
Skills
Business Analysis, Business Process..., Business Requirements, DB2, Analysis, Employee Benefits, Leadership, Process Improvement, Project Management, Requirements Analysis, Insurance, Team Building
Education
Loras College 1984 — 1988
BA, Marketing, Management
Businessolver December 2012 - Present
Principal Financial Group June 1988 - December 2012
Skills
Business Analysis, Business Process..., Business Requirements, DB2, Analysis, Employee Benefits, Leadership, Process Improvement, Project Management, Requirements Analysis, Insurance, Team Building
Education
Loras College 1984 — 1988
BA, Marketing, Management
Gregory Link, CISSP Gregory Link, CISSP's Principal Financial Group Experience February 2005 - Present
Job Senior Systems Analyst at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group February 2005 - Present
Sprint Nextel November 2000 - November 2004
NetSales, Inc May 2000 - November 2000
eScreen November 1999 - May 2000
Aviva plc June 1998 - October 1999
ReliaStar Mortgage Corporation April 1997 - June 1998
Principal Financial Group May 1995 - April 1997
Esterline AVISTA February 1990 - May 1995
Skills
Identity Management, CISSP, Enterprise Architecture, Oracle Identity Manager, Network Security, Information Security, Application Security, Disaster Recovery, Vulnerability Assessment, Firewalls, Active Directory, Penetration Testing, Weblogic, Linux, Perl, Cisco Technologies, Checkpoint, Technical Architecture, Red Hat Linux, Solaris, LDAP, Unix Shell Scripting, Intrusion Detection, TCP/IP, Information Security..., Networking, Security, Business Continuity, VMware, AIX, Unix, Websphere, Network Engineering, Databases, Network Architecture, Routers, Citrix, WebSphere Application...
Education
Loras College 1985 — 1990
Computer Science
Principal Financial Group February 2005 - Present
Sprint Nextel November 2000 - November 2004
NetSales, Inc May 2000 - November 2000
eScreen November 1999 - May 2000
Aviva plc June 1998 - October 1999
ReliaStar Mortgage Corporation April 1997 - June 1998
Principal Financial Group May 1995 - April 1997
Esterline AVISTA February 1990 - May 1995
Skills
Identity Management, CISSP, Enterprise Architecture, Oracle Identity Manager, Network Security, Information Security, Application Security, Disaster Recovery, Vulnerability Assessment, Firewalls, Active Directory, Penetration Testing, Weblogic, Linux, Perl, Cisco Technologies, Checkpoint, Technical Architecture, Red Hat Linux, Solaris, LDAP, Unix Shell Scripting, Intrusion Detection, TCP/IP, Information Security..., Networking, Security, Business Continuity, VMware, AIX, Unix, Websphere, Network Engineering, Databases, Network Architecture, Routers, Citrix, WebSphere Application...
Education
Loras College 1985 — 1990
Computer Science
Stacie Henry Stacie Henry's Principal Financial Group Experience September 1999 - 2002
Job Senior Relationship Manager at Prudential Financial
Industry Financial Services
Experience
Prudential Financial September 2013 - Present
Transamerica Retirement Solutions November 2010 - September 2013
Diversified Investment Advisors November 2006 - November 2010
Diversified Investment Advisors October 2002 - November 2006
Principal Financial Group September 1999 - 2002
Principal Financial Group August 1997 - September 1999
Principal Financial Group May 1996 - August 1997
Skills
Retirement Planning, 401k, Customer Service, Management, Defined Benefit, Retirement, Series 6, Retirement Plan..., ERISA, Defined Contribution, Relationship Management, Financial Services, Asset Allocation, Qualified Retirement..., Investments, Insurance, Securities, FINRA, Life, Business Relationship..., Retirement Savings
Education
Kirkwood Community College 2010 — 2010
Emergency Medical Technician - Basic, Emergency Care Attendant (EMT Ambulance), A
Upper Iowa University 1999 — 2001
BS, Human Resource Management
Prudential Financial September 2013 - Present
Transamerica Retirement Solutions November 2010 - September 2013
Diversified Investment Advisors November 2006 - November 2010
Diversified Investment Advisors October 2002 - November 2006
Principal Financial Group September 1999 - 2002
Principal Financial Group August 1997 - September 1999
Principal Financial Group May 1996 - August 1997
Skills
Retirement Planning, 401k, Customer Service, Management, Defined Benefit, Retirement, Series 6, Retirement Plan..., ERISA, Defined Contribution, Relationship Management, Financial Services, Asset Allocation, Qualified Retirement..., Investments, Insurance, Securities, FINRA, Life, Business Relationship..., Retirement Savings
Education
Kirkwood Community College 2010 — 2010
Emergency Medical Technician - Basic, Emergency Care Attendant (EMT Ambulance), A
Upper Iowa University 1999 — 2001
BS, Human Resource Management
Mark Loffer Mark Loffer's Principal Financial Group Experience May 2009 - August 2011
Job Treasury Management Officer
Industry Financial Services
Experience
US Bank October 2011 - Present
Loffer Financial Solutions May 2009 - November 2011
Principal Financial Group May 2009 - August 2011
Regions Financial Corporation 2007 - 2009
Bank of the West 1999 - 2007
Skills
Banking, Loans, Finance, Small Business Lending, Credit, Commercial Banking, Commercial Lending, Cross Selling, Risk Management, Retail Banking, Consumer Lending, Credit Analysis, Financial Risk, Credit Risk, Insurance, Fixed Annuities, Disability Insurance, Long-term Care, 401k, Lines Of Credit, Life Insurance, Leadership, Leadership Development
Education
Kirkwood Community College
University of Iowa
US Bank October 2011 - Present
Loffer Financial Solutions May 2009 - November 2011
Principal Financial Group May 2009 - August 2011
Regions Financial Corporation 2007 - 2009
Bank of the West 1999 - 2007
Skills
Banking, Loans, Finance, Small Business Lending, Credit, Commercial Banking, Commercial Lending, Cross Selling, Risk Management, Retail Banking, Consumer Lending, Credit Analysis, Financial Risk, Credit Risk, Insurance, Fixed Annuities, Disability Insurance, Long-term Care, 401k, Lines Of Credit, Life Insurance, Leadership, Leadership Development
Education
Kirkwood Community College
University of Iowa
Laura Fitzmaurice Laura Fitzmaurice's Principal Financial Group Experience March 2014 - Present
Job Asst. Producer Development Coordinator
Industry Financial Services
Experience
Principal Financial Group March 2014 - Present
Principal Financial Group January 2012 - March 2014
Eau Claire Realty, Inc April 2006 - January 2012
Eau Claire Realty, Inc June 2003 - April 2006
RE/MAX February 2003 - June 2003
Menards August 1996 - February 2003
Skills
First Time Home Buyers, Real Estate, Social Media, Fixed Annuities, Customer Service, Selling, Employee Benefits, Insurance, Disability Insurance, Life Insurance, Investment Properties, Sales, Sellers, Small Business
Education
Lakeland College 2015 — 2019
Bachelor of Business Administration (BBA), Finance
Chippewa Valley Technical College 1996 — 1998
Associate, Paralegal
Principal Financial Group March 2014 - Present
Principal Financial Group January 2012 - March 2014
Eau Claire Realty, Inc April 2006 - January 2012
Eau Claire Realty, Inc June 2003 - April 2006
RE/MAX February 2003 - June 2003
Menards August 1996 - February 2003
Skills
First Time Home Buyers, Real Estate, Social Media, Fixed Annuities, Customer Service, Selling, Employee Benefits, Insurance, Disability Insurance, Life Insurance, Investment Properties, Sales, Sellers, Small Business
Education
Lakeland College 2015 — 2019
Bachelor of Business Administration (BBA), Finance
Chippewa Valley Technical College 1996 — 1998
Associate, Paralegal
Sue (Fitzgerald) Lyons Sue (Fitzgerald) Lyons's Principal Financial Group Experience March 1999 - Present
Job Relationship Manager Retirement and Investor services at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group March 1999 - Present
Skills
Retirement, Retirement Planning, Insurance, Series 63, Mutual Funds, Disability Insurance, Life Insurance, Fixed Annuities, Investments, Employee Benefits, Health Insurance, 401k, Series 24, Series 65, Series 7
Education
La Roche College
Bachelor of Science (B.S.), Finance and Financial Management Services
Principal Financial Group March 1999 - Present
Skills
Retirement, Retirement Planning, Insurance, Series 63, Mutual Funds, Disability Insurance, Life Insurance, Fixed Annuities, Investments, Employee Benefits, Health Insurance, 401k, Series 24, Series 65, Series 7
Education
La Roche College
Bachelor of Science (B.S.), Finance and Financial Management Services
Lindsey Butters Lindsey Butters's Principal Financial Group Experience February 2014 - February 2015
Job Sales Associate at Farm Bureau Financial Services
Industry Insurance
Experience
Farm Bureau Financial Services February 2015 - Present
Principal Financial Group February 2014 - February 2015
Skills
Insurance, Commercial Insurance, Health Insurance, Investments
Education
University of Northern Iowa 2012 — 2015
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
Kirkwood Community College 2008 — 2012
Associate of Arts (A.A.), Business Administration and Management, General
Farm Bureau Financial Services February 2015 - Present
Principal Financial Group February 2014 - February 2015
Skills
Insurance, Commercial Insurance, Health Insurance, Investments
Education
University of Northern Iowa 2012 — 2015
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
Kirkwood Community College 2008 — 2012
Associate of Arts (A.A.), Business Administration and Management, General
Liz Grow Liz Grow's Principal Financial Group Experience August 2010 - Present
Job Legal Production Assistant at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group August 2010 - Present
Stoltze & Updegraff 2009 - 2010
Whitfield & Eddy, P.L.C. 2007 - 2009
Brownstein Hyatt Farber Schreck 2001 - 2005
Faegre Baker Daniels LLP 1997 - 2001
Skills
Insurance, Mutual Funds, Retirement, Strategic Financial..., Financial Services, Investments, Retirement Planning, Marketing Communications, Microsoft Excel, Public Speaking, Financial Analysis, Business Analysis, Leadership, Series 7, Strategic Planning, Event Planning, Portfolio Management, Marketing, Corporate Communications, Social Media, Risk Management, Employee Benefits, Customer Service, Microsoft Office, Securities
Education
Kirkwood Community College 1994 — 1996
Associate of Arts (AA), Legal Office Administration
University of Iowa 1992 — 1994
Central College, Pella, IA 1991 — 1992
Iowa City High School 1988 — 1991
Diploma
Principal Financial Group August 2010 - Present
Stoltze & Updegraff 2009 - 2010
Whitfield & Eddy, P.L.C. 2007 - 2009
Brownstein Hyatt Farber Schreck 2001 - 2005
Faegre Baker Daniels LLP 1997 - 2001
Skills
Insurance, Mutual Funds, Retirement, Strategic Financial..., Financial Services, Investments, Retirement Planning, Marketing Communications, Microsoft Excel, Public Speaking, Financial Analysis, Business Analysis, Leadership, Series 7, Strategic Planning, Event Planning, Portfolio Management, Marketing, Corporate Communications, Social Media, Risk Management, Employee Benefits, Customer Service, Microsoft Office, Securities
Education
Kirkwood Community College 1994 — 1996
Associate of Arts (AA), Legal Office Administration
University of Iowa 1992 — 1994
Central College, Pella, IA 1991 — 1992
Iowa City High School 1988 — 1991
Diploma
Kevin McDonough Kevin McDonough's Principal Financial Group Experience May 2014 - Present
Job Retirement Sales Representative Principal Financial Group, Princor Registered Representative, Adviser Representative
Industry Financial Services
Experience
Principal Financial Group May 2014 - Present
GE Capital 2007 - May 2014
ADP 2005 - 2007
Frank B. Fuhrer Wholesale Company May 1999 - 2003
Skills
Sales, Business Development, Marketing, Selling, New Business Development, Sales Management, Account Management, Sales Process, Management, B2B, Competitive Analysis, Cold Calling, Forecasting, Banking, Strategic Planning, Marketing Strategy, Sales Presentations, Customer Service, Finance, Business Planning, Team Building, Program Management, CRM, Business Strategy, Marketing Management, Analytical Skills, Communication, Dentistry, Financial Analysis, Coaching, Vendor Management, Pricing, Team Leadership, Marketing Communications, Series 7, Series 66, Finan
Education
Seton Hall University 2003 — 2005
Master's degree, Marketing/Corporate Communications
La Roche College 1999 — 2002
Bachelor of Science (B.S.), Accounting and Finance
Principal Financial Group May 2014 - Present
GE Capital 2007 - May 2014
ADP 2005 - 2007
Frank B. Fuhrer Wholesale Company May 1999 - 2003
Skills
Sales, Business Development, Marketing, Selling, New Business Development, Sales Management, Account Management, Sales Process, Management, B2B, Competitive Analysis, Cold Calling, Forecasting, Banking, Strategic Planning, Marketing Strategy, Sales Presentations, Customer Service, Finance, Business Planning, Team Building, Program Management, CRM, Business Strategy, Marketing Management, Analytical Skills, Communication, Dentistry, Financial Analysis, Coaching, Vendor Management, Pricing, Team Leadership, Marketing Communications, Series 7, Series 66, Finan
Education
Seton Hall University 2003 — 2005
Master's degree, Marketing/Corporate Communications
La Roche College 1999 — 2002
Bachelor of Science (B.S.), Accounting and Finance
Todd Vavra Todd Vavra's Principal Financial Group Experience October 2003 - October 2005
Job Insurance and Financial Services Professional
Industry Financial Services
Experience
Securities Management & Research, Inc. January 2013 - Present
American Senior Benefits/Legacy Financial Network March 2012 - December 2012
UnitedHealthcare Medicare & Retirement April 2010 - March 2012
UnitedHealthcare Medicare & Retirement March 2008 - April 2010
World Trend Financial Planning Services September 2007 - February 2008
MetLife Financial Services January 2007 - September 2007
Humana October 2005 - December 2006
Principal Financial Group October 2003 - October 2005
Transamerica August 2000 - October 2003
Skills
Regulatory Compliance, Compliance Management, Securities Regulation, Securities Market, Securities Offerings, Broker-Dealer, Alternative Investments, Stocks, Bonds, Municipal Bonds, Mutual Funds, ETFs, Variable Life Insurance, Variable Annuities, 529 Plans, UGMA/UTMA, 401(k) Plans, SEP IRA, Simple IRA, Roth IRA, Traditional IRA, Self Directed IRA
Education
Mount Mercy University 1991 — 1993
Undergraduate coursework, Business Administration
Kirkwood Community College 1989 — 1991
AA, Liberal Arts and Sciences, General Studies and Humanities
Securities Management & Research, Inc. January 2013 - Present
American Senior Benefits/Legacy Financial Network March 2012 - December 2012
UnitedHealthcare Medicare & Retirement April 2010 - March 2012
UnitedHealthcare Medicare & Retirement March 2008 - April 2010
World Trend Financial Planning Services September 2007 - February 2008
MetLife Financial Services January 2007 - September 2007
Humana October 2005 - December 2006
Principal Financial Group October 2003 - October 2005
Transamerica August 2000 - October 2003
Skills
Regulatory Compliance, Compliance Management, Securities Regulation, Securities Market, Securities Offerings, Broker-Dealer, Alternative Investments, Stocks, Bonds, Municipal Bonds, Mutual Funds, ETFs, Variable Life Insurance, Variable Annuities, 529 Plans, UGMA/UTMA, 401(k) Plans, SEP IRA, Simple IRA, Roth IRA, Traditional IRA, Self Directed IRA
Education
Mount Mercy University 1991 — 1993
Undergraduate coursework, Business Administration
Kirkwood Community College 1989 — 1991
AA, Liberal Arts and Sciences, General Studies and Humanities
Laura Poore CUA Laura Poore CUA's Principal Financial Group Experience October 2006 - November 2007
Job Web Design Leader / Information Architect / Usability Analyst / Accessibility Analyst / Project Manager
Industry Financial Services
Experience
NCMIC Group, Inc. February 2014 - Present
Iowa Student Loan Liquidity Corp. November 2007 - Present
Principal Financial Group October 2006 - November 2007
Wellmark Blue Cross Blue Shield 2003 - 2006
Principal Financial Group October 1999 - January 2003
ITS, Inc. (SHAZAM) December 1995 - October 1999
Skills
Web Design, Web Analytics, Usability, HTML, JavaScript, CSS, Project Management, Accessibility, Website Development, Social Media, Social Networking, Web Content, Usability Testing, Dreamweaver, User Experience, ASP, Mobile Communications, Mobile Design, Technical Writing, SEO, Visio, User-centered Design, User Interface, Card Sorting, Information Architecture, Web Development, User Experience Design, Leadership, Interaction Design, Requirements Gathering, Social Media Marketing, User Interface Design, Wireframes, Content Management, Email Marketing, Web Content Management, Marketing Communications, Team Building, CMS, Requirements Analysis, Agile Methodologies, Writing, Web Project Management, Strategic Planning
Education
Loras College 1988 — 1992
Bachelor of Art, English Writing
Webster City High School 1985 — 1988
High School Diploma
NCMIC Group, Inc. February 2014 - Present
Iowa Student Loan Liquidity Corp. November 2007 - Present
Principal Financial Group October 2006 - November 2007
Wellmark Blue Cross Blue Shield 2003 - 2006
Principal Financial Group October 1999 - January 2003
ITS, Inc. (SHAZAM) December 1995 - October 1999
Skills
Web Design, Web Analytics, Usability, HTML, JavaScript, CSS, Project Management, Accessibility, Website Development, Social Media, Social Networking, Web Content, Usability Testing, Dreamweaver, User Experience, ASP, Mobile Communications, Mobile Design, Technical Writing, SEO, Visio, User-centered Design, User Interface, Card Sorting, Information Architecture, Web Development, User Experience Design, Leadership, Interaction Design, Requirements Gathering, Social Media Marketing, User Interface Design, Wireframes, Content Management, Email Marketing, Web Content Management, Marketing Communications, Team Building, CMS, Requirements Analysis, Agile Methodologies, Writing, Web Project Management, Strategic Planning
Education
Loras College 1988 — 1992
Bachelor of Art, English Writing
Webster City High School 1985 — 1988
High School Diploma
Jessica Holmes Jessica Holmes's Principal Financial Group Experience February 2006 - August 2007
Job Chief Operating Officer, Iowa Department of Revenue
Industry Government Administration
Experience
Iowa Department of Revenue June 2011 - Present
Central Iowa Society for Human Resources Management January 2014 - September 2014
Iowa Department of Administrative Services December 2008 - June 2011
DES Staffing Services, Inc. May 2008 - December 2008
Hy-Vee August 2007 - March 2008
Principal Financial Group February 2006 - August 2007
Target November 2000 - November 2005
Skills
Human Resources, Recruiting, Employee Benefits, Government, Leadership Development, Leadership, Management, Employee Relations, Employee Handbooks, Strategic Planning, Benefits Administration, Hiring Employees, Employee Training, Performance Management, Customer Service, New Hire Orientations, Organizational..., Hiring, Key Performance..., Compensations, Budget, Operating Budgets, Hiring Practices, Strategic Hiring, Employee Engagement, Employment Law, Employment Contracts, Onboarding, Performance Appraisal, Project Management, Lean Six Sigma
Education
Upper Iowa University 2006 — 2008
Bachelor of Applied Science (B.A.Sc.), Human Resources Management/Personnel Administration, General
Kirkwood Community College 2000 — 2002
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
Iowa Department of Revenue June 2011 - Present
Central Iowa Society for Human Resources Management January 2014 - September 2014
Iowa Department of Administrative Services December 2008 - June 2011
DES Staffing Services, Inc. May 2008 - December 2008
Hy-Vee August 2007 - March 2008
Principal Financial Group February 2006 - August 2007
Target November 2000 - November 2005
Skills
Human Resources, Recruiting, Employee Benefits, Government, Leadership Development, Leadership, Management, Employee Relations, Employee Handbooks, Strategic Planning, Benefits Administration, Hiring Employees, Employee Training, Performance Management, Customer Service, New Hire Orientations, Organizational..., Hiring, Key Performance..., Compensations, Budget, Operating Budgets, Hiring Practices, Strategic Hiring, Employee Engagement, Employment Law, Employment Contracts, Onboarding, Performance Appraisal, Project Management, Lean Six Sigma
Education
Upper Iowa University 2006 — 2008
Bachelor of Applied Science (B.A.Sc.), Human Resources Management/Personnel Administration, General
Kirkwood Community College 2000 — 2002
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
Jessica Wethje Jessica Wethje's Principal Financial Group Experience 2000 - 2006
Job Financial Services Account Management
Industry Investment Management
Experience
BNY Mellon 2013 - Present
INTECH Investment Management LLC (a Janus Capital Group Company) 2006 - 2012
Principal Financial Group 2000 - 2006
Skills
Investments, Valuation, Financial Modeling, Financial Analysis, Access, Microsoft Excel, Lotus Notes, Outlook, PowerPoint, Salesforce.com, Equities, Investment Management, Adobe Acrobat, Data Analysis, Asset Management, Mutual Funds
Education
Le Moyne College 1995 — 1999
Bachelor of Arts (BA)
Le Moyne College
BNY Mellon 2013 - Present
INTECH Investment Management LLC (a Janus Capital Group Company) 2006 - 2012
Principal Financial Group 2000 - 2006
Skills
Investments, Valuation, Financial Modeling, Financial Analysis, Access, Microsoft Excel, Lotus Notes, Outlook, PowerPoint, Salesforce.com, Equities, Investment Management, Adobe Acrobat, Data Analysis, Asset Management, Mutual Funds
Education
Le Moyne College 1995 — 1999
Bachelor of Arts (BA)
Le Moyne College
Tonia Allen Tonia Allen's Principal Financial Group Experience January 2013 - Present
Job Sales Support Specialist at Principal Financial Group
Industry Insurance
Experience
Principal Financial Group January 2013 - Present
State Farm Insurance January 2006 - January 2013
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, Sales, Leadership, Training, Commercial Insurance, Property & Casualty..., Life and Health..., Security, Marketing, Insurance, Team Building, Customer Retention, Sales Operations, Sales Management, Customer Satisfaction, New Business Development, Marketing Strategy
Education
Kirkwood Community College 1992 — 1993
Business Administration and Management, General
Principal Financial Group January 2013 - Present
State Farm Insurance January 2006 - January 2013
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, Sales, Leadership, Training, Commercial Insurance, Property & Casualty..., Life and Health..., Security, Marketing, Insurance, Team Building, Customer Retention, Sales Operations, Sales Management, Customer Satisfaction, New Business Development, Marketing Strategy
Education
Kirkwood Community College 1992 — 1993
Business Administration and Management, General
Joyce Pingel Joyce Pingel's Principal Financial Group Experience March 1988 - July 2001
Job VPInformation Technology & Adjunct Professor
Industry Retail
Experience
Kum & Go March 2012 - Present
Drake University 2010 - Present
Epiphany, LLC January 2011 - March 2012
Aviva Investors September 2009 - January 2011
Aviva Investors June 2008 - March 2010
Aviva Investors North America January 2005 - June 2008
Aviva Investors North America March 2001 - January 2005
Principal Financial Group March 1988 - July 2001
Skills
Business Transformation, Business Strategy, Investments, IT Strategy, Change Management, Business Analysis, Project Management, Business Process..., Corporate Social..., Strategy, Leadership, Human Resources, Management
Education
Drake University 2007 — 2010
MBA, Business-Entrepreneurial Studies
London Business School 2009 — 2009
Executive Management Program - Strategy & Decision Making
University of Northern Iowa 1984 — 1987
BA, MIS/Computer Science
Kum & Go March 2012 - Present
Drake University 2010 - Present
Epiphany, LLC January 2011 - March 2012
Aviva Investors September 2009 - January 2011
Aviva Investors June 2008 - March 2010
Aviva Investors North America January 2005 - June 2008
Aviva Investors North America March 2001 - January 2005
Principal Financial Group March 1988 - July 2001
Skills
Business Transformation, Business Strategy, Investments, IT Strategy, Change Management, Business Analysis, Project Management, Business Process..., Corporate Social..., Strategy, Leadership, Human Resources, Management
Education
Drake University 2007 — 2010
MBA, Business-Entrepreneurial Studies
London Business School 2009 — 2009
Executive Management Program - Strategy & Decision Making
University of Northern Iowa 1984 — 1987
BA, MIS/Computer Science
Jeff Talbot Jeff Talbot's Principal Financial Group Experience 2012 - September 2012
Job Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual 2012 - Present
Principal Financial Group 2012 - September 2012
Education
Kirkwood Community College 2002 — 2004
Associate of Arts (AA)
Washington High School
Northwestern Mutual 2012 - Present
Principal Financial Group 2012 - September 2012
Education
Kirkwood Community College 2002 — 2004
Associate of Arts (AA)
Washington High School
Patrick Kane's Principal Financial Group Experience April 2004 - Present
Job Regional VPLife Brokerage at Principal Financial Group
Industry Insurance
Experience
Principal Financial Group April 2004 - Present
Pacific Life January 2003 - January 2004
Hartford Life January 2000 - April 2001
Massachusetts Air National Guard May 1984 - July 2000
Phoenix Investment Partners 1989 - 1995
Merrill Lynch 1990 - 1991
Skills
Life Insurance, Series 6, Retirement Planning, Retirement, Fixed Annuities, Term Life Insurance, Estate Planning, Long-term Care, Disability Insurance, Insurance, Series 63, Brokers, Financial Services, Succession Planning, Securities, Investments, Financial Advisory, Long Term Care Insurance, Wealth, Executive Pay, Financial Planners, Health Insurance, Investment Advisory, Employee Benefits, Underwriting, Defined Benefit, Small Business, Series 7, 401k, Mutual Funds, IRAs, Variable Annuities, Universal Life, Whole Life, Wealth Management, Strategic Financial...
Education
Lesley University 2003 — 2005
Bachelor of Science, Business Management
Cathedral high school 1980 — 1984
Principal Financial Group April 2004 - Present
Pacific Life January 2003 - January 2004
Hartford Life January 2000 - April 2001
Massachusetts Air National Guard May 1984 - July 2000
Phoenix Investment Partners 1989 - 1995
Merrill Lynch 1990 - 1991
Skills
Life Insurance, Series 6, Retirement Planning, Retirement, Fixed Annuities, Term Life Insurance, Estate Planning, Long-term Care, Disability Insurance, Insurance, Series 63, Brokers, Financial Services, Succession Planning, Securities, Investments, Financial Advisory, Long Term Care Insurance, Wealth, Executive Pay, Financial Planners, Health Insurance, Investment Advisory, Employee Benefits, Underwriting, Defined Benefit, Small Business, Series 7, 401k, Mutual Funds, IRAs, Variable Annuities, Universal Life, Whole Life, Wealth Management, Strategic Financial...
Education
Lesley University 2003 — 2005
Bachelor of Science, Business Management
Cathedral high school 1980 — 1984
Gary Clementson, CRPC Gary Clementson, CRPC's Principal Financial Group Experience April 2011 - November 2012
Job AVP Financial Solutions Advisor at Merrill Edge/Bank of America
Industry Financial Services
Experience
Merrill Edge November 2012 - Present
Principal Financial Group April 2011 - November 2012
Edward Jones July 2009 - April 2011
Citigroup January 2007 - March 2009
AIRECO Real Estate Corp January 2004 - January 2007
SGI Promotions, Inc June 1994 - January 2004
Skills
Retirement Planning, Strategic Financial..., Fixed Annuities, Portfolio Management, Wealth Management, Retirement, Estate Planning, Asset Managment, Series 7, 401k, IRAs, Financial Advisory, Uniform Combined State..., Series 63, Asset Allocation, Asset Management, Life Insurance, Financial Services, Finance, Mutual Funds, Mortgage Lending, Investment Advisory, Financial Planners, Commercial Banking, Wealth, Financial Planning, Series 6
Education
Adelphi University
Master of Arts (M.A.)
Leeds Metropolitan University
Bachelor of Education (B.Ed.)
Merrill Edge November 2012 - Present
Principal Financial Group April 2011 - November 2012
Edward Jones July 2009 - April 2011
Citigroup January 2007 - March 2009
AIRECO Real Estate Corp January 2004 - January 2007
SGI Promotions, Inc June 1994 - January 2004
Skills
Retirement Planning, Strategic Financial..., Fixed Annuities, Portfolio Management, Wealth Management, Retirement, Estate Planning, Asset Managment, Series 7, 401k, IRAs, Financial Advisory, Uniform Combined State..., Series 63, Asset Allocation, Asset Management, Life Insurance, Financial Services, Finance, Mutual Funds, Mortgage Lending, Investment Advisory, Financial Planners, Commercial Banking, Wealth, Financial Planning, Series 6
Education
Adelphi University
Master of Arts (M.A.)
Leeds Metropolitan University
Bachelor of Education (B.Ed.)
Ryan Chaney Ryan Chaney's Principal Financial Group Experience September 2012 - December 2012
Job Manufacturing Assistant at Clickstop, Inc.
Industry Market Research
Experience
Clickstop, Inc. March 2013 - Present
Mercy Medical Center December 2012 - March 2013
Principal Financial Group September 2012 - December 2012
Skills
Exceptional..., Reputation as self..., Certified Project..., Willingness to work..., Proficient in MS Office..., Ability to work well..., Manufacturing, Shipping
Education
Mount Mercy College 2012 — 2014
Bachelor of Science (BS), Marketing
Kirkwood Community College 2008 — 2012
Associate of Arts and Sciences (AAS), Business Administration and Management, General
Clickstop, Inc. March 2013 - Present
Mercy Medical Center December 2012 - March 2013
Principal Financial Group September 2012 - December 2012
Skills
Exceptional..., Reputation as self..., Certified Project..., Willingness to work..., Proficient in MS Office..., Ability to work well..., Manufacturing, Shipping
Education
Mount Mercy College 2012 — 2014
Bachelor of Science (BS), Marketing
Kirkwood Community College 2008 — 2012
Associate of Arts and Sciences (AAS), Business Administration and Management, General
Cathy Reifeiss Cathy Reifeiss's Principal Financial Group Experience 1999 - 2003
Job Exemplary Customer Service Professional
Industry Insurance
Experience
Imperial PFS May 2003 - March 2013
Principal Financial Group 1999 - 2003
Liberty Mutual Insurance 1989 - 1999
Skills
Customer Support, Building Relationships, Motivated self-starter, Multitasking Skills, Creative Problem Solving, Data Entry, Computer Proficiency, Communication Skills, Telephone Skills, Accept Professional..., Customer Service
Education
Lassen Community College
Associate's degree, Accounting
Imperial PFS May 2003 - March 2013
Principal Financial Group 1999 - 2003
Liberty Mutual Insurance 1989 - 1999
Skills
Customer Support, Building Relationships, Motivated self-starter, Multitasking Skills, Creative Problem Solving, Data Entry, Computer Proficiency, Communication Skills, Telephone Skills, Accept Professional..., Customer Service
Education
Lassen Community College
Associate's degree, Accounting
Stacy Berenguel Stacy Berenguel's Principal Financial Group Experience July 2008 - July 2011
Job Marketing Manager Editorial Individual Markets at TIAACREF
Industry Financial Services
Experience
TIAA-CREF June 2014 - Present
Insurance Insight Group, LLC 2013 - June 2014
Aviva USA (now Athene Annuity) January 2012 - January 2013
Aviva USA (now Athene Annuity) July 2011 - January 2012
Principal Financial Group July 2008 - July 2011
Smith Barney April 2006 - July 2008
Skills
Investments, Indexed Annuities, Life Insurance, Marketing Strategy, Sales, Retirement Planning, Marketing, Fixed Annuities, Marketing Communications, Investment Strategies, Insurance, Social Media, Strategic Planning, Strategic Financial..., Term Life Insurance, Retirement, Disability Insurance, Hold Series 7, Series 63, Securities License, Finance, Mutual Funds, CRM, Long Term Care Insurance, Financial Services
Education
The University of New Mexico 2004 — 2007
M.A., Art History, Criticism and Conservation
Lake Forest College 1997 — 2001
Bachelor of Arts (B.A.), Art History & American Studies
TIAA-CREF June 2014 - Present
Insurance Insight Group, LLC 2013 - June 2014
Aviva USA (now Athene Annuity) January 2012 - January 2013
Aviva USA (now Athene Annuity) July 2011 - January 2012
Principal Financial Group July 2008 - July 2011
Smith Barney April 2006 - July 2008
Skills
Investments, Indexed Annuities, Life Insurance, Marketing Strategy, Sales, Retirement Planning, Marketing, Fixed Annuities, Marketing Communications, Investment Strategies, Insurance, Social Media, Strategic Planning, Strategic Financial..., Term Life Insurance, Retirement, Disability Insurance, Hold Series 7, Series 63, Securities License, Finance, Mutual Funds, CRM, Long Term Care Insurance, Financial Services
Education
The University of New Mexico 2004 — 2007
M.A., Art History, Criticism and Conservation
Lake Forest College 1997 — 2001
Bachelor of Arts (B.A.), Art History & American Studies
Amin Rashid CFP® ChFC® Amin Rashid CFP® ChFC®'s Principal Financial Group Experience February 2008 - Present
Job Senior Financial Representative, Princor Registered Representative, Financial Advisor
Industry Financial Services
Experience
Principal Financial Group February 2008 - Present
National Securities February 2003 - January 2008
Joseph Gunnar & Co, LLC January 1998 - February 2003
Skills
Series 4, 6, 7, 63, 65..., Retirement Planning, Estate Planning, Financial Services, Investment Advisory, Asset Allocation, Insurance, Financial Planners, Finance, Tax, Retirement, Mutual Funds, Wealth Management, Fixed Annuities, Strategic Financial..., Executive Pay, Buy-sell Agreements, Fixed & Variable..., Business Continuation..., Business Overhead..., Charitable Giving, College Funding..., Deferred Compensation..., Traditional & Roth IRAs, Disability Income..., Executive Benefit..., Financial Needs Analysis, Income Protection, Informal Business..., Key Person Insurance, Pension Plans, Salary Continuation, Split Dollar Plans, Supplemental Retirement..., Survivor Income, 401 (k), 403 (b), SEP &...
Education
The American College
ChFC
Notre Dame College Dhaka BD 1980 — 1982
CSU Bakersfield, CA
Long Island University, C.W. Post Campus
University of Dhaka
Principal Financial Group February 2008 - Present
National Securities February 2003 - January 2008
Joseph Gunnar & Co, LLC January 1998 - February 2003
Skills
Series 4, 6, 7, 63, 65..., Retirement Planning, Estate Planning, Financial Services, Investment Advisory, Asset Allocation, Insurance, Financial Planners, Finance, Tax, Retirement, Mutual Funds, Wealth Management, Fixed Annuities, Strategic Financial..., Executive Pay, Buy-sell Agreements, Fixed & Variable..., Business Continuation..., Business Overhead..., Charitable Giving, College Funding..., Deferred Compensation..., Traditional & Roth IRAs, Disability Income..., Executive Benefit..., Financial Needs Analysis, Income Protection, Informal Business..., Key Person Insurance, Pension Plans, Salary Continuation, Split Dollar Plans, Supplemental Retirement..., Survivor Income, 401 (k), 403 (b), SEP &...
Education
The American College
ChFC
Notre Dame College Dhaka BD 1980 — 1982
CSU Bakersfield, CA
Long Island University, C.W. Post Campus
University of Dhaka
Karla Sarchett Karla Sarchett's Principal Financial Group Experience April 1999 - March 2008
Job Sr. Subcontracts Manager at Rockwell Collins
Industry Aviation & Aerospace
Experience
Rockwell Collins March 2015 - Present
Rockwell Collins January 2011 - Present
Rockwell Collins March 2009 - January 2011
Principal Financial Group April 1999 - March 2008
Skills
Procurement, Process Improvement, Contract Management, Materials Management, Purchasing, Pricing, Proposal Writing, Inventory Management, Risk Management, Spreadsheets, Negotiation, Strategic Sourcing, Contract Negotiation, Vendor Management, Analysis, Access, Program Management, Training
Education
Mount Mercy College 2011 — 2014
Bachelor's Degree, Business Administration, Management and Operations
Kirkwood Community College 2009 — 2011
Associate's degree, Business Administration and Management, General
Rockwell Collins March 2015 - Present
Rockwell Collins January 2011 - Present
Rockwell Collins March 2009 - January 2011
Principal Financial Group April 1999 - March 2008
Skills
Procurement, Process Improvement, Contract Management, Materials Management, Purchasing, Pricing, Proposal Writing, Inventory Management, Risk Management, Spreadsheets, Negotiation, Strategic Sourcing, Contract Negotiation, Vendor Management, Analysis, Access, Program Management, Training
Education
Mount Mercy College 2011 — 2014
Bachelor's Degree, Business Administration, Management and Operations
Kirkwood Community College 2009 — 2011
Associate's degree, Business Administration and Management, General
Joey Monahan Joey Monahan's Principal Financial Group Experience 2005 - 2007
Job
Industry Insurance
Experience
CIGNA Healthcare April 2010 - August 2011
Coventry Health Care of Georgia 2007 - 2010
Principal Financial Group 2005 - 2007
Chicago Cubs June 2002 - April 2005
Skills
Insurance, Employee Benefits, Underwriting, Disability Insurance, Account Management, Sales, Healthcare, Sales Presentations, Health Insurance, Team Building, Customer Service, Budgets, New Business Development, Health Savings Accounts, Life Insurance, Cold Calling, Process Improvement
Education
Liberty University 1999 — 2004
B.S.
CIGNA Healthcare April 2010 - August 2011
Coventry Health Care of Georgia 2007 - 2010
Principal Financial Group 2005 - 2007
Chicago Cubs June 2002 - April 2005
Skills
Insurance, Employee Benefits, Underwriting, Disability Insurance, Account Management, Sales, Healthcare, Sales Presentations, Health Insurance, Team Building, Customer Service, Budgets, New Business Development, Health Savings Accounts, Life Insurance, Cold Calling, Process Improvement
Education
Liberty University 1999 — 2004
B.S.
Ryan Kruse Ryan Kruse's Principal Financial Group Experience November 2008 - November 2011
Job Personal Banker at US Bank
Industry Banking
Experience
US Bank November 2011 - Present
Principal Financial Group November 2008 - November 2011
F&M Bank July 2007 - October 2008
Skills
Customer Service, Banking, Small Business Lending, Loans, Home Equity Loans, Credit, Consumer Lending, Sales, Commercial Lending, Finance, Mortgage Lending, Real Estate, Commercial Banking, Financial Analysis
Education
Loras College 2003 — 2007
Bachelor's of Arts, Finance
US Bank November 2011 - Present
Principal Financial Group November 2008 - November 2011
F&M Bank July 2007 - October 2008
Skills
Customer Service, Banking, Small Business Lending, Loans, Home Equity Loans, Credit, Consumer Lending, Sales, Commercial Lending, Finance, Mortgage Lending, Real Estate, Commercial Banking, Financial Analysis
Education
Loras College 2003 — 2007
Bachelor's of Arts, Finance
Adam W. Sursa Adam W. Sursa's Principal Financial Group Experience September 2012 - Present
Job at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group September 2012 - Present
Offsite Solutions, Inc. January 2010 - 2011
Arthur J. Gallagher & Co. 2008 - 2010
Farmers Insurance 2006 - 2008
Kos Pharmaceuticals 2005 - 2006
Forest Laboratories 2004 - 2005
Education
Lipscomb University 2011 — 2013
MBA, Dual: Leadership and Healthcare Management, 4.0 GPA
Millikin University 1994 — 1998
BS, Marketing
Mt. Vernon Township High School (Illinois) 1990 — 1994
Principal Financial Group September 2012 - Present
Offsite Solutions, Inc. January 2010 - 2011
Arthur J. Gallagher & Co. 2008 - 2010
Farmers Insurance 2006 - 2008
Kos Pharmaceuticals 2005 - 2006
Forest Laboratories 2004 - 2005
Education
Lipscomb University 2011 — 2013
MBA, Dual: Leadership and Healthcare Management, 4.0 GPA
Millikin University 1994 — 1998
BS, Marketing
Mt. Vernon Township High School (Illinois) 1990 — 1994
Bryan Choate Bryan Choate's Principal Financial Group Experience June 1996 - June 1998
Job Connection Coordinator at Trinity Bible Church
Industry Insurance
Experience
Trinity Bible Church July 2012 - Present
The Development Alliance January 2012 - August 2012
Wallace Insurance Agency October 2011 - March 2012
Bryan Choate Allstate Agency January 2008 - August 2011
Allstate Insurance October 2003 - October 2007
Charles Schwab July 1998 - October 2003
Principal Financial Group June 1996 - June 1998
Fidelity Investments February 1989 - June 1996
Education
The University of Dallas 1992 — 1995
MBA, Financial Services
Liberty University 1986 — 1988
BS, Finance
Trinity Bible Church July 2012 - Present
The Development Alliance January 2012 - August 2012
Wallace Insurance Agency October 2011 - March 2012
Bryan Choate Allstate Agency January 2008 - August 2011
Allstate Insurance October 2003 - October 2007
Charles Schwab July 1998 - October 2003
Principal Financial Group June 1996 - June 1998
Fidelity Investments February 1989 - June 1996
Education
The University of Dallas 1992 — 1995
MBA, Financial Services
Liberty University 1986 — 1988
BS, Finance
Jordan Roses Jordan Roses's Principal Financial Group Experience January 2013 - January 2013
Job Actuarial Intern at The Hartford
Industry Financial Services
Experience
The Hartford June 2015 - Present
ATTIC Tutoring Service October 2012 - Present
KPMG US June 2014 - August 2014
Halliday Financial January 2014 - January 2014
Anchor Fence Contractors Inc. June 2013 - August 2013
Principal Financial Group January 2013 - January 2013
Skills
Microsoft Excel, VBA, Microsoft Office, Microsoft Word, PowerPoint, Teamwork, SPSS, Statistics, Data Analysis, Finance, Hyperion Reports
Education
Lafayette College 2012 — 2016
Bachelor of Arts (B.A.), Mathematics and Economics
The Hartford June 2015 - Present
ATTIC Tutoring Service October 2012 - Present
KPMG US June 2014 - August 2014
Halliday Financial January 2014 - January 2014
Anchor Fence Contractors Inc. June 2013 - August 2013
Principal Financial Group January 2013 - January 2013
Skills
Microsoft Excel, VBA, Microsoft Office, Microsoft Word, PowerPoint, Teamwork, SPSS, Statistics, Data Analysis, Finance, Hyperion Reports
Education
Lafayette College 2012 — 2016
Bachelor of Arts (B.A.), Mathematics and Economics
David Klein, CFP® David Klein, CFP®'s Principal Financial Group Experience September 2007 - June 2009
Job Director, Council on Aging at Town of Carlisle Massachusetts
Industry Nonprofit Organization Management
Experience
Abington Council on Aging September 2009 - July 2012
Principal Financial Group September 2007 - June 2009
New York Life Insurance Company January 2005 - August 2007
Rockland Trust Company April 1997 - December 2004
John Hancock Life Insurance Company (U.S.A.) October 1994 - April 1997
Putnam Investments February 1992 - October 1994
Putnam Investments January 1990 - January 1992
Skills
Business Communications, Program Management, Retirement Services, Financial Planning, Retirement Planning, Leadership, Investments, Financial Services, Management, Business Planning, Pensions, Human Resources, Financial Advisory, Long-term Care, Finance, Marketing
Education
Lesley University
MS
Villanova University
BA
Abington Council on Aging September 2009 - July 2012
Principal Financial Group September 2007 - June 2009
New York Life Insurance Company January 2005 - August 2007
Rockland Trust Company April 1997 - December 2004
John Hancock Life Insurance Company (U.S.A.) October 1994 - April 1997
Putnam Investments February 1992 - October 1994
Putnam Investments January 1990 - January 1992
Skills
Business Communications, Program Management, Retirement Services, Financial Planning, Retirement Planning, Leadership, Investments, Financial Services, Management, Business Planning, Pensions, Human Resources, Financial Advisory, Long-term Care, Finance, Marketing
Education
Lesley University
MS
Villanova University
BA
Samantha Spoelstra Samantha Spoelstra's Principal Financial Group Experience September 2015 - Present
Job New Business Account Specialist at Principal Financial Group
Industry Insurance
Experience
Principal Financial Group September 2015 - Present
Peoples Trust & Savings Bank March 2013 - September 2015
Peoples Trust & Savings Bank August 2010 - March 2013
Education
Kirkwood Community College 2004 — 2005
Floriculture, Floral Design
Principal Financial Group September 2015 - Present
Peoples Trust & Savings Bank March 2013 - September 2015
Peoples Trust & Savings Bank August 2010 - March 2013
Education
Kirkwood Community College 2004 — 2005
Floriculture, Floral Design
Steve Showalter's Principal Financial Group Experience February 1995 - November 2000
Job Global Cloud Program Manager, Worldwide Presales at HewlettPackard
Industry Information Technology and Services
Experience
Hewlett-Packard Infrastructure ArchitectHPDecember 2000 - May 2013
Principal Financial Group February 1995 - November 2000
Norand February 1994 - February 1995
Texaco June 1988 - February 1994
Skills
VMware, HP, Virtualization, VMware ESX, Cloud Computing, Servers, Server Architecture, Architecture, IT Strategy, Linux, Windows Server, IT Management, vSphere, HP Proliant, Automation
Education
University of Iowa 1998 — 2000
MBA, Business
LeTourneau University 1984 — 1988
BS, Computer Engineering
Hewlett-Packard Infrastructure ArchitectHPDecember 2000 - May 2013
Principal Financial Group February 1995 - November 2000
Norand February 1994 - February 1995
Texaco June 1988 - February 1994
Skills
VMware, HP, Virtualization, VMware ESX, Cloud Computing, Servers, Server Architecture, Architecture, IT Strategy, Linux, Windows Server, IT Management, vSphere, HP Proliant, Automation
Education
University of Iowa 1998 — 2000
MBA, Business
LeTourneau University 1984 — 1988
BS, Computer Engineering
Andy Burdick's Principal Financial Group Experience June 1993 - June 1998
Job Head of Investor Relations and Business Development at Amici Capital, LLC
Industry Financial Services
Experience
Amici Capital, LLC May 2011 - Present
Shumway Capital March 2007 - April 2011
Credit Suisse July 2000 - March 2007
Principal Financial Group June 1993 - June 1998
Skills
Hedge Funds, Equities, Alternative Investments, Capital Markets, Series 7, Due Diligence
Education
University of Pennsylvania - The Wharton School 1998 — 2000
MBA, Finance
Lafayette College 1989 — 1993
AB, Economics, Sociology
Amici Capital, LLC May 2011 - Present
Shumway Capital March 2007 - April 2011
Credit Suisse July 2000 - March 2007
Principal Financial Group June 1993 - June 1998
Skills
Hedge Funds, Equities, Alternative Investments, Capital Markets, Series 7, Due Diligence
Education
University of Pennsylvania - The Wharton School 1998 — 2000
MBA, Finance
Lafayette College 1989 — 1993
AB, Economics, Sociology
Mary Takes's Principal Financial Group Experience April 1992 - December 2007
Job Revenue Audit Manager/RAC Coordinator at Mercy Medical Center, Cedar Rapids, IA
Industry Health, Wellness and Fitness
Experience
Mercy Medical Center, Cedar Rapids, IA July 2010 - Present
ITA Partners, Inc. 2007 - 2010
Principal Financial Group April 1992 - December 2007
Skills
Nursing, Healthcare, Health Insurance, Customer Service, Healthcare Management, Case Managment
Education
Mount Mercy College 1998 — 2001
Bachelor of Science in Nursing, Nursing
Kirkwood Community College 1980 — 1981
Associate's degree, Nursing
Mercy Medical Center, Cedar Rapids, IA July 2010 - Present
ITA Partners, Inc. 2007 - 2010
Principal Financial Group April 1992 - December 2007
Skills
Nursing, Healthcare, Health Insurance, Customer Service, Healthcare Management, Case Managment
Education
Mount Mercy College 1998 — 2001
Bachelor of Science in Nursing, Nursing
Kirkwood Community College 1980 — 1981
Associate's degree, Nursing
Laura Poore's Principal Financial Group Experience Web Coordinator/Web AnalystWellmark Blue Cross and Blue Shield2003 - 2007
Job Web Coordinator lead at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group Web Coordinator/Web AnalystWellmark Blue Cross and Blue Shield2003 - 2007
Education
Loras College 1988 — 1992
Principal Financial Group Web Coordinator/Web AnalystWellmark Blue Cross and Blue Shield2003 - 2007
Education
Loras College 1988 — 1992
Craig Voelker's Principal Financial Group Experience March 1998 - October 2006
Job Voelker Property Management
Industry Accounting
Experience
Voelker Property Management, LLC October 1998 - Present
Aable/Terminix Pest Control May 2002 - March 2013
Principal Financial Group March 1998 - October 2006
Skills
Cash Flow, Accounting, Finance, Snow Removal, Lawn Care, Landscaping, Strategic Planning, Investments, Financial Analysis, Due Diligence, Small Business, Property Management, Sales Management, Business Planning, Mergers
Education
University of Northern Iowa 1992 — 1995
BA Finance, Finance, Accounting
Kirkwood Community College 1990 — 1992
AS, Agri Science
Voelker Property Management, LLC October 1998 - Present
Aable/Terminix Pest Control May 2002 - March 2013
Principal Financial Group March 1998 - October 2006
Skills
Cash Flow, Accounting, Finance, Snow Removal, Lawn Care, Landscaping, Strategic Planning, Investments, Financial Analysis, Due Diligence, Small Business, Property Management, Sales Management, Business Planning, Mergers
Education
University of Northern Iowa 1992 — 1995
BA Finance, Finance, Accounting
Kirkwood Community College 1990 — 1992
AS, Agri Science
Sam Baughn's Principal Financial Group Experience August 1997 - August 1999
Job Director, Global Manager Oversight and Due Diligence at Russell Investments
Industry Financial Services
Experience
Russell Investments June 2012 - Present
Russell Investments July 2010 - June 2012
ETF Portfolio Management January 2009 - July 2010
Societe Generale Asset Management Inc. May 2005 - January 2009
Deutsche Bank January 2004 - May 2005
Ernst & Young LLP 2000 - 2003
David Lipscomb University August 1999 - July 2000
Principal Financial Group August 1997 - August 1999
Skills
Portfolio Management, Capital Markets, Investments, Alternative Investments, Asset Managment, Due Diligence, Fixed Income, Hedge Funds, Management, Private Equity, Asset Management, Equities, Auditing, Derivatives
Education
Lipscomb University 1992 — 1997
Lipscomb University 1992 — 1997
BS, MBA, Engineering, Finance/Economics, Accounting
Ben Davis High School
Russell Investments June 2012 - Present
Russell Investments July 2010 - June 2012
ETF Portfolio Management January 2009 - July 2010
Societe Generale Asset Management Inc. May 2005 - January 2009
Deutsche Bank January 2004 - May 2005
Ernst & Young LLP 2000 - 2003
David Lipscomb University August 1999 - July 2000
Principal Financial Group August 1997 - August 1999
Skills
Portfolio Management, Capital Markets, Investments, Alternative Investments, Asset Managment, Due Diligence, Fixed Income, Hedge Funds, Management, Private Equity, Asset Management, Equities, Auditing, Derivatives
Education
Lipscomb University 1992 — 1997
Lipscomb University 1992 — 1997
BS, MBA, Engineering, Finance/Economics, Accounting
Ben Davis High School
Gerald Horst's Principal Financial Group Experience July 1986 - June 1991
Job VP, Client Partner at Fiberutilities Group
Industry Telecommunications
Experience
Fiberutilities Group March 2004 - Present
Team Technologies August 2003 - March 2004
LEC Services September 2002 - July 2003
McLeodUSA April 1996 - September 2002
EDS April 1995 - March 1996
MCI July 1991 - March 1995
Principal Financial Group July 1986 - June 1991
Skills
Sales Engineering, Board Presentations, Enterprise Application..., Network Technologies, Telecommunications, Networking, Management, IP, Data Center, EAI, Network Design, Software Development, Call Centers, Vendor Management, Managed Services
Education
Loras College 1982 — 1986
B.S., Computer Science, Business Minor
Fiberutilities Group March 2004 - Present
Team Technologies August 2003 - March 2004
LEC Services September 2002 - July 2003
McLeodUSA April 1996 - September 2002
EDS April 1995 - March 1996
MCI July 1991 - March 1995
Principal Financial Group July 1986 - June 1991
Skills
Sales Engineering, Board Presentations, Enterprise Application..., Network Technologies, Telecommunications, Networking, Management, IP, Data Center, EAI, Network Design, Software Development, Call Centers, Vendor Management, Managed Services
Education
Loras College 1982 — 1986
B.S., Computer Science, Business Minor
Sharon Steele's Principal Financial Group Experience August 2007 - October 2007
Job Business Systems Consultant at Wells Fargo
Industry Computer Software
Experience
Wells Fargo Merchant Services May 2011 - Present
AEGON USA Investment Management, LLC April 2009 - May 2011
QCI January 2005 - April 2009
American Enterprise December 2007 - November 2008
Principal Financial Group August 2007 - October 2007
Wells Fargo January 2006 - August 2007
Pioneer Hi-Bred International, Inc. January 2005 - December 2005
McLeodUSA 1996 - 2005
Skills
Requirements Gathering, SDLC, Business Process, Requirements Analysis, Business Requirements, Business Analysis, Software Documentation, SharePoint
Education
Kirkwood Community College
Associate of Arts, Liberal Arts
Mount Mercy University
Bachelor of Science, Business with a minor in Finance
Wells Fargo Merchant Services May 2011 - Present
AEGON USA Investment Management, LLC April 2009 - May 2011
QCI January 2005 - April 2009
American Enterprise December 2007 - November 2008
Principal Financial Group August 2007 - October 2007
Wells Fargo January 2006 - August 2007
Pioneer Hi-Bred International, Inc. January 2005 - December 2005
McLeodUSA 1996 - 2005
Skills
Requirements Gathering, SDLC, Business Process, Requirements Analysis, Business Requirements, Business Analysis, Software Documentation, SharePoint
Education
Kirkwood Community College
Associate of Arts, Liberal Arts
Mount Mercy University
Bachelor of Science, Business with a minor in Finance
Charlie Weisbecker's Principal Financial Group Experience 2001 - 2008
Job Strategic Partnerships at The Standard
Industry Insurance
Experience
The Standard August 2009 - Present
Principal Financial Group 2001 - 2008
American General (US Life) 2000 - 2001
Unum 1996 - 1999
Unum 1990 - 1996
Unum 1983 - 1990
Skills
Account Management, Analysis, Benefits Administration, Brokers, Business Development, Business Strategy, COBRA, Change Management, Claim, Customer Retention, Disability Insurance, Employee Benefits, Entrepreneurship, Executive Management, Finance, Financial Services, Health Insurance, Health Savings Accounts, Insurance, Leadership, Life Insurance, Long-term Care, Management, Mergers, Negotiation, New Business Development, Pricing, Process Improvement, Relationship Management, Risk Management, Sales, Sales Management, Selling, Selling Skills, Strategic Partnerships, Strategic Planning, Strategic Thinking, Strategy, Team Building, Teamwork, Underwriting, Term Life Insurance, Vendor Management
Education
Lake Forest College 1979 — 1983
Bachelor of Arts, Pyschology, Business
Lake Forest College 1979 — 1983
Bachelor's degree, Pyschology/Business
The Standard August 2009 - Present
Principal Financial Group 2001 - 2008
American General (US Life) 2000 - 2001
Unum 1996 - 1999
Unum 1990 - 1996
Unum 1983 - 1990
Skills
Account Management, Analysis, Benefits Administration, Brokers, Business Development, Business Strategy, COBRA, Change Management, Claim, Customer Retention, Disability Insurance, Employee Benefits, Entrepreneurship, Executive Management, Finance, Financial Services, Health Insurance, Health Savings Accounts, Insurance, Leadership, Life Insurance, Long-term Care, Management, Mergers, Negotiation, New Business Development, Pricing, Process Improvement, Relationship Management, Risk Management, Sales, Sales Management, Selling, Selling Skills, Strategic Partnerships, Strategic Planning, Strategic Thinking, Strategy, Team Building, Teamwork, Underwriting, Term Life Insurance, Vendor Management
Education
Lake Forest College 1979 — 1983
Bachelor of Arts, Pyschology, Business
Lake Forest College 1979 — 1983
Bachelor's degree, Pyschology/Business
Jo Anne Hunt's Principal Financial Group Experience April 1992 - June 2003
Job VP Clinical Development at Deerwalk, Inc.
Industry Computer Software
Experience
Deerwalk, Inc. October 2010 - Present
Jo Anne Hunt December 2009 - October 2010
CaseNET June 2007 - December 2009
D2Hawkeye July 2006 - June 2007
D2Hawkeye June 2003 - June 2006
Principal Financial Group April 1992 - June 2003
Education
The University of Texas Southwestern Medical Center at Dallas 1986 — 1986
NP Certification, Women's Health
University of Iowa 1976 — 1977
Masters, Nursing
University of Iowa 1973 — 1975
BSN, Nursing
Kirkwood Community College 1970 — 1972
ADN, Nursing
Deerwalk, Inc. October 2010 - Present
Jo Anne Hunt December 2009 - October 2010
CaseNET June 2007 - December 2009
D2Hawkeye July 2006 - June 2007
D2Hawkeye June 2003 - June 2006
Principal Financial Group April 1992 - June 2003
Education
The University of Texas Southwestern Medical Center at Dallas 1986 — 1986
NP Certification, Women's Health
University of Iowa 1976 — 1977
Masters, Nursing
University of Iowa 1973 — 1975
BSN, Nursing
Kirkwood Community College 1970 — 1972
ADN, Nursing
Pete Schroedle's Principal Financial Group Experience September 1992 - July 2014
Job Regional Vice President Retirement Services at One America
Industry Financial Services
Experience
One America August 2014 - Present
Principal Financial Group September 1992 - July 2014
Skills
Series 63, Series 6, Mutual Funds, 401k, Series 24, Retirement, Retirement Planning, Defined Benefit, Wealth Management, Securities, FINRA, Investments, Retirement Plan..., Asset Allocation, Insurance, IRAs, Fixed Income, Series 65
Education
Lewis University 1987 — 1990
Bachelor of Science (BS), Marketing
One America August 2014 - Present
Principal Financial Group September 1992 - July 2014
Skills
Series 63, Series 6, Mutual Funds, 401k, Series 24, Retirement, Retirement Planning, Defined Benefit, Wealth Management, Securities, FINRA, Investments, Retirement Plan..., Asset Allocation, Insurance, IRAs, Fixed Income, Series 65
Education
Lewis University 1987 — 1990
Bachelor of Science (BS), Marketing
Connie J. Marple, BS, CPC, ICD-10 Proficient's Principal Financial Group Experience May 2008 - August 2009
Job Clinical Investigator for FWAE at Optum
Industry Hospital & Health Care
Experience
Cognosante January 2013 - March 2014
SCAN Health Plan May 2012 - November 2012
UnitedHealth Group - Optum February 2011 - May 2012
Matrix Medical Network February 2010 - February 2011
Matrix Medical Network February 2010 - February 2011
Matrix Medical Network February 2010 - February 2011
Abrazo Health March 2009 - October 2009
Principal Financial Group May 2008 - August 2009
Arizona Public Service (APS) March 2007 - May 2008
Philips Medical Systems October 2003 - January 2007
Skills
Healthcare Information..., Medicare, Hospitals, HIPAA, Healthcare, EMR, Medicaid, Healthcare Management, Health Information..., EHR, Process Improvement, Medical Coding
Education
Lewis-Clark State College 1987 — 1988
Bachelor of Science, Management Technology, 3.93
Washington State University 1973 — 1975
Business
Advanced Coding Services
Certified Professional Coder
Cognosante January 2013 - March 2014
SCAN Health Plan May 2012 - November 2012
UnitedHealth Group - Optum February 2011 - May 2012
Matrix Medical Network February 2010 - February 2011
Matrix Medical Network February 2010 - February 2011
Matrix Medical Network February 2010 - February 2011
Abrazo Health March 2009 - October 2009
Principal Financial Group May 2008 - August 2009
Arizona Public Service (APS) March 2007 - May 2008
Philips Medical Systems October 2003 - January 2007
Skills
Healthcare Information..., Medicare, Hospitals, HIPAA, Healthcare, EMR, Medicaid, Healthcare Management, Health Information..., EHR, Process Improvement, Medical Coding
Education
Lewis-Clark State College 1987 — 1988
Bachelor of Science, Management Technology, 3.93
Washington State University 1973 — 1975
Business
Advanced Coding Services
Certified Professional Coder
Christine Brookins's Principal Financial Group Experience December 2003 - May 2013
Job Registered Principal at Voya Financial Advisors, Inc.
Industry Financial Services
Experience
Voya Financial Advisors May 2013 - Present
Principal Financial Group December 2003 - May 2013
Allmerica Financial May 1992 - December 2003
Education
Allentown Central Catholic H.S.
La Roche College
Psychology
Voya Financial Advisors May 2013 - Present
Principal Financial Group December 2003 - May 2013
Allmerica Financial May 1992 - December 2003
Education
Allentown Central Catholic H.S.
La Roche College
Psychology
Jason Kohl's Principal Financial Group Experience February 2007 - October 2012
Job Registered Client Associate at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management July 2014 - Present
Nicolet National Bank November 2012 - December 2013
Principal Financial Group February 2007 - October 2012
Thrivent Financial for Lutherans January 2005 - February 2007
Education
Lakeland College 2002 — 2006
Bachelor of Business Administration (B.B.A.) and Bachelor of Marketing, Business/Marketing
Fox Valley Technical College 2000 — 2002
Associate's degree, Marketing
RBC Wealth Management July 2014 - Present
Nicolet National Bank November 2012 - December 2013
Principal Financial Group February 2007 - October 2012
Thrivent Financial for Lutherans January 2005 - February 2007
Education
Lakeland College 2002 — 2006
Bachelor of Business Administration (B.B.A.) and Bachelor of Marketing, Business/Marketing
Fox Valley Technical College 2000 — 2002
Associate's degree, Marketing
David Flory's Principal Financial Group Experience July 1989 - November 2004
Job Technical Disability Claims Consultant at Professional Disability Associates
Industry Insurance
Experience
Professional Disability Associates April 2012 - Present
Prudential September 2010 - February 2012
Liberty Mutual November 2004 - September 2010
Principal Financial Group July 1989 - November 2004
Skills
Claims, Analysis, Performance Management, Hiring, Risk Management, Employee Benefits, Mentoring, Disability Insurance, Customer Satisfaction, Claim, Recruiting, Process Improvement, Claims Management, Leadership, Training, Insurance, Account Management, Brokers, Onboarding, Underwriting, Management, Sales, Customer Retention, Interviews, Life Insurance, Time Management, Workers Compensation, Benefits Administration, Term Life Insurance, Reinsurance, Health Insurance
Education
University of Iowa 1982 — 1984
B.A., Finance
Kirkwood Community College 1978 — 1980
A.A., Accounting
Professional Disability Associates April 2012 - Present
Prudential September 2010 - February 2012
Liberty Mutual November 2004 - September 2010
Principal Financial Group July 1989 - November 2004
Skills
Claims, Analysis, Performance Management, Hiring, Risk Management, Employee Benefits, Mentoring, Disability Insurance, Customer Satisfaction, Claim, Recruiting, Process Improvement, Claims Management, Leadership, Training, Insurance, Account Management, Brokers, Onboarding, Underwriting, Management, Sales, Customer Retention, Interviews, Life Insurance, Time Management, Workers Compensation, Benefits Administration, Term Life Insurance, Reinsurance, Health Insurance
Education
University of Iowa 1982 — 1984
B.A., Finance
Kirkwood Community College 1978 — 1980
A.A., Accounting
Dan Brunkow's Principal Financial Group Experience September 1996 - February 1999
Job IT Manager at DuPont Pioneer
Industry Biotechnology
Experience
DuPont Pioneer February 2004 - Present
Five Star Technology, Inc. February 1999 - February 2004
Principal Financial Group September 1996 - February 1999
AEGON Americas June 1995 - September 1996
MCI May 1994 - June 1995
Principal Financial Group June 1990 - May 1994
Skills
Business Analysis, Project Management, Scrum, SQL, Process Improvement, Business Intelligence, Oracle, Software Development, SDLC, Management, C#, SharePoint, Visio, Requirements Gathering
Education
Loras College 1986 — 1990
BS, Computer Science
Dubuque Senior High School
DuPont Pioneer February 2004 - Present
Five Star Technology, Inc. February 1999 - February 2004
Principal Financial Group September 1996 - February 1999
AEGON Americas June 1995 - September 1996
MCI May 1994 - June 1995
Principal Financial Group June 1990 - May 1994
Skills
Business Analysis, Project Management, Scrum, SQL, Process Improvement, Business Intelligence, Oracle, Software Development, SDLC, Management, C#, SharePoint, Visio, Requirements Gathering
Education
Loras College 1986 — 1990
BS, Computer Science
Dubuque Senior High School
David Kostichka's Principal Financial Group Experience SalesmanRoss ImagingJanuary 1994 - August 2007
Job Financial Services Representative at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group SalesmanRoss ImagingJanuary 1994 - August 2007
Education
Lakeland College 1988 — 1992
Business Administration, Marketing and Economics
Principal Financial Group SalesmanRoss ImagingJanuary 1994 - August 2007
Education
Lakeland College 1988 — 1992
Business Administration, Marketing and Economics
Marvin W. Alexander's Principal Financial Group Experience July 2006 - August 2012
Job Dedicated Financial Services Professional helping individuals prepare for retirement.
Industry Financial Services
Experience
New York Life Insurance Company January 2013 - Present
Principal Financial Group July 2006 - August 2012
Stewart, Nichols, Alexander, Greene, LLC 2001 - 2005
The Alexander Group, LLC 1999 - 2005
Equitable of Iowa / ING 1995 - 1999
USG Annuity & Life Company 1991 - 1995
USG Annuity & Life Company 1989 - 1991
Integrated Resources Life Company 1986 - 1989
Skills
Insurance, Retirement Planning, 401k Rollovers, Investments, Asset Protection, Annuity Sales, Protection..., Small Business, Estate Planning, Key Person Protection, Gifting Strategies, Retirement, CLU, Licensed Life Insurance..., Multi-generational..., Multi-generational..., Legacies
Education
Langston University
Bachelor of Science (BS)
New York Life Insurance Company January 2013 - Present
Principal Financial Group July 2006 - August 2012
Stewart, Nichols, Alexander, Greene, LLC 2001 - 2005
The Alexander Group, LLC 1999 - 2005
Equitable of Iowa / ING 1995 - 1999
USG Annuity & Life Company 1991 - 1995
USG Annuity & Life Company 1989 - 1991
Integrated Resources Life Company 1986 - 1989
Skills
Insurance, Retirement Planning, 401k Rollovers, Investments, Asset Protection, Annuity Sales, Protection..., Small Business, Estate Planning, Key Person Protection, Gifting Strategies, Retirement, CLU, Licensed Life Insurance..., Multi-generational..., Multi-generational..., Legacies
Education
Langston University
Bachelor of Science (BS)
Tammy (Thilges) Hrubetz's Principal Financial Group Experience April 2006 - Present
Job IT Quality Assurance Analyst Sr Lead at Principal Financial Group
Industry Information Technology and Services
Experience
Principal Financial Group April 2006 - Present
CitiMortgage 2005 - 2006
Principal Residential Mortgage 2000 - 2004
Skills
Business Analysis, Vendor Management, Process Improvement, Business Requirements, Mortgage Lending, Software Documentation, Visio, Requirements Analysis, Insurance, Financial Services, Analysis
Education
Loras College 1996 — 2000
Bachelor, Marketing
Principal Financial Group April 2006 - Present
CitiMortgage 2005 - 2006
Principal Residential Mortgage 2000 - 2004
Skills
Business Analysis, Vendor Management, Process Improvement, Business Requirements, Mortgage Lending, Software Documentation, Visio, Requirements Analysis, Insurance, Financial Services, Analysis
Education
Loras College 1996 — 2000
Bachelor, Marketing
Jason Drager's Principal Financial Group Experience March 2009 - February 2012
Job Investment Operations Specialist at Principal Global Investors
Industry Financial Services
Experience
Principal Global Investors February 2012 - Present
Principal Financial Group March 2009 - February 2012
Skills
Securities, Fixed Income, Uniform Combined State..., FINRA, Portfolio Management, Wealth Management, Equities, Bloomberg, Bonds, Asset Management, Strategic Financial..., Financial Services
Education
University of Iowa - Henry B. Tippie College of Business 2011 — 2013
MBA, Finance
Loras College 2003 — 2007
BA, Media Studies
Principal Global Investors February 2012 - Present
Principal Financial Group March 2009 - February 2012
Skills
Securities, Fixed Income, Uniform Combined State..., FINRA, Portfolio Management, Wealth Management, Equities, Bloomberg, Bonds, Asset Management, Strategic Financial..., Financial Services
Education
University of Iowa - Henry B. Tippie College of Business 2011 — 2013
MBA, Finance
Loras College 2003 — 2007
BA, Media Studies
Peggy Bragg's Principal Financial Group Experience May 2001 - March 2009
Job Registered Nurse with Extensive Case Management and Critical Care Experience Hospital & Health Care Professional
Industry Hospital & Health Care
Experience
Principal Financial Group May 2001 - March 2009
St Lukes Hospital 2000 - May 2001
St. Luke's Hospital 1997 - 2001
St. Luke's Hospital 1988 - 1996
St. Luke's Hospital May 1985 - 1988
Education
Kirkwood Community College 1994 — 1997
RN, Nursing
Kirkwood Community College 1982 — 1984
Medical Records, Medical Records
Central City Community Schools 1978 — 1982
HS Diploma, General
Principal Financial Group May 2001 - March 2009
St Lukes Hospital 2000 - May 2001
St. Luke's Hospital 1997 - 2001
St. Luke's Hospital 1988 - 1996
St. Luke's Hospital May 1985 - 1988
Education
Kirkwood Community College 1994 — 1997
RN, Nursing
Kirkwood Community College 1982 — 1984
Medical Records, Medical Records
Central City Community Schools 1978 — 1982
HS Diploma, General
Tim Milks's Principal Financial Group Experience May 1998 - April 2000
Job Sales Consultant
Industry Financial Services
Experience
CUNA Brokerage Services August 2014 - Present
Principal Financial Group May 1998 - April 2000
US Navy 1993 - 1995
Skills
Series 7, Insurance, Investments, Series 63, Securities, Fixed Annuities, Series 24, 401k, Retirement, Mutual Funds, IRAs, Life Insurance, Financial Advisory, Management, Financial Services
Education
University of Northern Iowa 1995 — 1998
Bachelor of Arts (BA), Education
Loras College 1991 — 1993
Education
CUNA Brokerage Services August 2014 - Present
Principal Financial Group May 1998 - April 2000
US Navy 1993 - 1995
Skills
Series 7, Insurance, Investments, Series 63, Securities, Fixed Annuities, Series 24, 401k, Retirement, Mutual Funds, IRAs, Life Insurance, Financial Advisory, Management, Financial Services
Education
University of Northern Iowa 1995 — 1998
Bachelor of Arts (BA), Education
Loras College 1991 — 1993
Education
Olga Staker's Principal Financial Group Experience January 2006 - March 2010
Job Patient Financial Services Trainer at Mount Carmel Health Systems
Industry Hospital & Health Care
Experience
Mount Carmel Health Systems October 2012 - Present
Lou & GIb Reese Ice Arena September 2006 - Present
Mount Carmel Health System September 2011 - October 2012
Principal Financial Group January 2006 - March 2010
Principal Financial Group January 2002 - January 2006
Gib Reese Ice Arena January 2001 - January 2002
State Linguistic University of Nizhny August 1995 - August 1998
Integrated Fat & Oil Plant January 1995 - January 1998
Skills
Data Entry, Medicaid, Medicare, Hospitals, Process Improvement, Outlook, Leadership, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Critical Thinking, Data Analysis, Human Resources, Teaching
Education
Linguistics University of Nizhny Novgorod (LUNN) 1990 — 1995
5-year University degree, Teaching English as a second language
Mount Carmel Health Systems October 2012 - Present
Lou & GIb Reese Ice Arena September 2006 - Present
Mount Carmel Health System September 2011 - October 2012
Principal Financial Group January 2006 - March 2010
Principal Financial Group January 2002 - January 2006
Gib Reese Ice Arena January 2001 - January 2002
State Linguistic University of Nizhny August 1995 - August 1998
Integrated Fat & Oil Plant January 1995 - January 1998
Skills
Data Entry, Medicaid, Medicare, Hospitals, Process Improvement, Outlook, Leadership, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Critical Thinking, Data Analysis, Human Resources, Teaching
Education
Linguistics University of Nizhny Novgorod (LUNN) 1990 — 1995
5-year University degree, Teaching English as a second language
Brandon Donahe's Principal Financial Group Experience 2003 - 2007
Job AVP Accounting Operations at Wells Fargo
Industry Financial Services
Experience
Wells Fargo April 2015 - Present
Global Atlantic Financial Group Limited September 2014 - April 2015
Global Atlantic Financial Group Limited January 2014 - September 2014
Wells Fargo Home Mortgage 2013 - January 2014
Aviva USA August 2011 - March 2013
Mediacom Communications February 2008 - July 2011
Principal Financial Group 2003 - 2007
Skills
Corporate Actions, Portfolios, Financial Data, Bonds, Portfolio Management, Mutual Funds, Ad Hoc Reporting, Financial Modeling, Reconciliations, Industry Analysis, Financial Analysis, Leases, Asset, Cash Flow, Risk Analysis, Financial Reporting, Forecasting, Accounting, Budgeting, Financial Planning, Process Improvement, Auditing, Excel, Analysis, Audit, General Ledger, Marketing, Marketing Strategy, Market Research, Strategic Financial..., Account Reconciliation, Budgets, Microsoft Excel, Competitive Analysis, Management, Finance
Education
Upper Iowa University
MBA, Accounting
Simpson College
BA Accounting, Accounting, Management
Loras College
Wells Fargo April 2015 - Present
Global Atlantic Financial Group Limited September 2014 - April 2015
Global Atlantic Financial Group Limited January 2014 - September 2014
Wells Fargo Home Mortgage 2013 - January 2014
Aviva USA August 2011 - March 2013
Mediacom Communications February 2008 - July 2011
Principal Financial Group 2003 - 2007
Skills
Corporate Actions, Portfolios, Financial Data, Bonds, Portfolio Management, Mutual Funds, Ad Hoc Reporting, Financial Modeling, Reconciliations, Industry Analysis, Financial Analysis, Leases, Asset, Cash Flow, Risk Analysis, Financial Reporting, Forecasting, Accounting, Budgeting, Financial Planning, Process Improvement, Auditing, Excel, Analysis, Audit, General Ledger, Marketing, Marketing Strategy, Market Research, Strategic Financial..., Account Reconciliation, Budgets, Microsoft Excel, Competitive Analysis, Management, Finance
Education
Upper Iowa University
MBA, Accounting
Simpson College
BA Accounting, Accounting, Management
Loras College
Cindy (Myers) Saren's Principal Financial Group Experience 1980 - 2000
Job Independent
Industry Insurance
Experience
Self Employed August 2011 - Present
American Family Mutual Insurance Co 2000 - 2009
Principal Financial Group 1980 - 2000
Education
Lewis and Clark College 1976 — 1978
Clinical Psychology
Windham College 1975 — 1976
Psychology
New Canaan High School 1971 — 1975
Self Employed August 2011 - Present
American Family Mutual Insurance Co 2000 - 2009
Principal Financial Group 1980 - 2000
Education
Lewis and Clark College 1976 — 1978
Clinical Psychology
Windham College 1975 — 1976
Psychology
New Canaan High School 1971 — 1975
RUDY W ESPINOZA's Principal Financial Group Experience January 1997 - December 1998
Job AUTHORIZED RETAILER INDEPENDENT CONTRACTOR
Industry Telecommunications
Experience
CHARTER, TIMEWARNER, STARBAND, HUGHESNET, DISH- DIRECTV January 2001 - Present
E & N BUSINESS January 2001 - December 2009
Excel Communications January 1998 - January 2001
Principal Financial Group January 1997 - December 1998
Skills
Sales, Sales Management, Direct Sales, Customer Service, Account Management, Customer Satisfaction, Customer Retention, Marketing, Marketing Strategy, Telecommunications, Call Center, New Business Development, Retail, Team Building, B2B
Education
Pepperdine University 2012 — 2015
Master of Business Administration (MBA), General Sales, Merchandising and Related Marketing Operations
NATIONAL UNIVERSITY 1997 — 1999
YES, BUSINESS ADMINISTRATION- MARKETING
Los Angeles City College 1994 — 1996
ASSOCIATE DEGREE, BUSINESS ADMINISTRATION, OBTAINED TWO DEGREES BUSINESS MANAGEMENT & PHOTOGRAPHY
CHARTER, TIMEWARNER, STARBAND, HUGHESNET, DISH- DIRECTV January 2001 - Present
E & N BUSINESS January 2001 - December 2009
Excel Communications January 1998 - January 2001
Principal Financial Group January 1997 - December 1998
Skills
Sales, Sales Management, Direct Sales, Customer Service, Account Management, Customer Satisfaction, Customer Retention, Marketing, Marketing Strategy, Telecommunications, Call Center, New Business Development, Retail, Team Building, B2B
Education
Pepperdine University 2012 — 2015
Master of Business Administration (MBA), General Sales, Merchandising and Related Marketing Operations
NATIONAL UNIVERSITY 1997 — 1999
YES, BUSINESS ADMINISTRATION- MARKETING
Los Angeles City College 1994 — 1996
ASSOCIATE DEGREE, BUSINESS ADMINISTRATION, OBTAINED TWO DEGREES BUSINESS MANAGEMENT & PHOTOGRAPHY
Jennifer Hernandez's Principal Financial Group Experience August 2007 - March 2013
Job Senior Proposal Specialist at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group August 2007 - March 2013
Assurant Employee Benefits January 2003 - November 2005
Skills
Disability Insurance, Health Insurance, Insurance, Employee Benefits, Life Insurance, Group Insurance, Health Savings Accounts, Term Life Insurance, Benefits Administration, Retirement
Education
Los Medanos College 2014 — 2017
General Studies
Principal Financial Group August 2007 - March 2013
Assurant Employee Benefits January 2003 - November 2005
Skills
Disability Insurance, Health Insurance, Insurance, Employee Benefits, Life Insurance, Group Insurance, Health Savings Accounts, Term Life Insurance, Benefits Administration, Retirement
Education
Los Medanos College 2014 — 2017
General Studies
Lisa McCloud's Principal Financial Group Experience December 1998 - April 2011
Job LPN/PSR at Unity Point Internal Med and Urgent Care Clinic
Industry Financial Services
Experience
Unity Point Internal Med and Urgent Care Clinic March 2012 - Present
Principal Financial Group December 1998 - April 2011
Intergra Internal Medicine 1993 - 1998
Dr William Robson 1991 - 1993
Skills
Customer Service, Excel, Word, Microsoft Office, Outlook, Documentation, Health Insurance, Customer Relations, Coaching, Budgeting
Education
Kirkwood Community College
LPN diploma, liberal arts
Unity Point Internal Med and Urgent Care Clinic March 2012 - Present
Principal Financial Group December 1998 - April 2011
Intergra Internal Medicine 1993 - 1998
Dr William Robson 1991 - 1993
Skills
Customer Service, Excel, Word, Microsoft Office, Outlook, Documentation, Health Insurance, Customer Relations, Coaching, Budgeting
Education
Kirkwood Community College
LPN diploma, liberal arts
Joy Eden's Principal Financial Group Experience December 1997 - December 2011
Job RN Case Manager
Industry Hospital & Health Care
Experience
Principal Financial Group December 1997 - December 2011
St Lukes Methodist Hospital June 1976 - March 2002
Skills
Certified Case Manager, Registered Nurses, Utilization Review, Healthcare, Healthcare Information..., Health Insurance
Education
Kirkwood Community College 2011 — 2012
HIT certification, technical support and trainer
St Lukes School of Nursing 1973 — 1976
RN, Nursing
Principal Financial Group December 1997 - December 2011
St Lukes Methodist Hospital June 1976 - March 2002
Skills
Certified Case Manager, Registered Nurses, Utilization Review, Healthcare, Healthcare Information..., Health Insurance
Education
Kirkwood Community College 2011 — 2012
HIT certification, technical support and trainer
St Lukes School of Nursing 1973 — 1976
RN, Nursing
Jonna Williams-Bey's Principal Financial Group Experience August 1997 - May 2013
Job Business System Consultant at Wells Fargo Home Mortgage
Industry Financial Services
Experience
Wells Fargo Home Mortgage June 2013 - Present
Principal Financial Group August 1997 - May 2013
Principal Financial Group February 2007 - September 2008
Principal Financial Group April 2005 - February 2007
Skills
Process Consulting, Process Development, Project Collaboration, Visio, Vendor Management, Business Analysis, Process Improvement, Business Process, SharePoint, Employee Training
Education
Upper Iowa University 1997 — 1999
BS, Business
Kirkwood Community College 1992 — 1994
AAS, Marketing Management
Wells Fargo Home Mortgage June 2013 - Present
Principal Financial Group August 1997 - May 2013
Principal Financial Group February 2007 - September 2008
Principal Financial Group April 2005 - February 2007
Skills
Process Consulting, Process Development, Project Collaboration, Visio, Vendor Management, Business Analysis, Process Improvement, Business Process, SharePoint, Employee Training
Education
Upper Iowa University 1997 — 1999
BS, Business
Kirkwood Community College 1992 — 1994
AAS, Marketing Management
Monique Wendt's Principal Financial Group Experience February 1995 - Present
Job Benefit Verification Supervisor at Principal Financial Group
Industry Financial Services
Experience
Farrell's eXtreme Bodyshaping, Inc. December 2010 - Present
Principal Financial Group February 1995 - Present
University of Iowa Hospitals and Clinics August 1992 - February 1995
Skills
Microsoft Office, Aspect, CMS
Education
Kirkwood Community College 2008 — 2014
Advanced Program Associates of Applied Science, Business
Kirkwood Community College 1999 — 2002
Associates of Applied Science, Mainframe Comuter Programming
Mercy/St. Lukes School of Radiologic Technology 1990 — 1992
Technical Certificate, Radiologic Technology
Farrell's eXtreme Bodyshaping, Inc. December 2010 - Present
Principal Financial Group February 1995 - Present
University of Iowa Hospitals and Clinics August 1992 - February 1995
Skills
Microsoft Office, Aspect, CMS
Education
Kirkwood Community College 2008 — 2014
Advanced Program Associates of Applied Science, Business
Kirkwood Community College 1999 — 2002
Associates of Applied Science, Mainframe Comuter Programming
Mercy/St. Lukes School of Radiologic Technology 1990 — 1992
Technical Certificate, Radiologic Technology
Beth McCarthy, MBA's Principal Financial Group Experience 2011 - Present
Job Accounting Professional
Industry Accounting
Experience
Principal Financial Group 2011 - Present
Luvata October 2008 - September 2010
Thrivent Financial for Lutherans 2002 - 2007
Skills
Mutual Funds, Financial Reporting, Accounting, Financial Analysis, Financial Statements, Account Reconciliation, General Ledger, Process Improvement, Financial Services, Microsoft Office, Journal Entries, Microsoft Excel
Education
Lakeland College 2008 — 2011
MBA, Accounting
Principal Financial Group 2011 - Present
Luvata October 2008 - September 2010
Thrivent Financial for Lutherans 2002 - 2007
Skills
Mutual Funds, Financial Reporting, Accounting, Financial Analysis, Financial Statements, Account Reconciliation, General Ledger, Process Improvement, Financial Services, Microsoft Office, Journal Entries, Microsoft Excel
Education
Lakeland College 2008 — 2011
MBA, Accounting
Louann Wodstrchill's Principal Financial Group Experience September 1994 - March 2012
Job Project Specialist
Industry Insurance
Experience
Principal Financial Group September 1994 - March 2012
Skills
Insurance, Health Insurance, Employee Benefits, Process Improvement, Business Analysis, Mainframe, Software Documentation
Education
Benton Community High School
Kirkwood Community College
Associate of Arts (AA), Human Services, General
Principal Financial Group September 1994 - March 2012
Skills
Insurance, Health Insurance, Employee Benefits, Process Improvement, Business Analysis, Mainframe, Software Documentation
Education
Benton Community High School
Kirkwood Community College
Associate of Arts (AA), Human Services, General
Angela A. Scott's Principal Financial Group Experience January 2004 - September 2007
Job Retirement Plan Account Executive at Levine Group, Inc.
Industry Financial Services
Experience
Levine Group, Inc. September 2007 - Present
Principal Financial Group January 2004 - September 2007
Education
Lipscomb University 1998 — 2001
B.S., Finance/Economics & Management
Levine Group, Inc. September 2007 - Present
Principal Financial Group January 2004 - September 2007
Education
Lipscomb University 1998 — 2001
B.S., Finance/Economics & Management
Blake Dunn's Principal Financial Group Experience March 2011 - Present
Job Sr. Internal Sales Specialist at Principal Financial Group
Industry Insurance
Experience
Principal Financial Group March 2011 - Present
Principal Financial Group July 2007 - December 2010
Skills
Disability Insurance, Life Insurance, Dental Insurance, Vision Insurance
Education
Lipscomb University 2002 — 2006
Bachelor's, Communications
Principal Financial Group March 2011 - Present
Principal Financial Group July 2007 - December 2010
Skills
Disability Insurance, Life Insurance, Dental Insurance, Vision Insurance
Education
Lipscomb University 2002 — 2006
Bachelor's, Communications
Andrea Bigott's Principal Financial Group Experience 2001 - 2008
Job Account Executive at The Daniel and Henry Company
Industry Insurance
Experience
The Daniel and Henry Company May 2014 - Present
Viti Financial July 2012 - April 2014
Mesirow Financial February 2010 - July 2012
Principal Financial Group 2001 - 2008
E.B. Morris Associates 1994 - 2000
Skills
Insurance, Employee Benefits, Health Insurance, Customer Service, Performance Management, Account Management, Leadership, Strategic Planning, Life Insurance, Disability Insurance, Health Savings Accounts, Sales, Management, Risk Management, Term Life Insurance, 401k, Brokers, Benefits Administration
Education
Lewis University 1989 — 1991
Bachelors of Science, Accounting
Mt Assisi Academy 1982 — 1986
The Daniel and Henry Company May 2014 - Present
Viti Financial July 2012 - April 2014
Mesirow Financial February 2010 - July 2012
Principal Financial Group 2001 - 2008
E.B. Morris Associates 1994 - 2000
Skills
Insurance, Employee Benefits, Health Insurance, Customer Service, Performance Management, Account Management, Leadership, Strategic Planning, Life Insurance, Disability Insurance, Health Savings Accounts, Sales, Management, Risk Management, Term Life Insurance, 401k, Brokers, Benefits Administration
Education
Lewis University 1989 — 1991
Bachelors of Science, Accounting
Mt Assisi Academy 1982 — 1986
Patty Barbour's Principal Financial Group Experience 1984 - 1999
Job
Industry Biotechnology
Experience
Midland BioProducts corp ManagerBlimpies Food1999 - 2003
Principal Financial Group 1984 - 1999
Education
Lindsey Wilson College 1978 — 1979
Midland BioProducts corp ManagerBlimpies Food1999 - 2003
Principal Financial Group 1984 - 1999
Education
Lindsey Wilson College 1978 — 1979
Dazie Swayze's Principal Financial Group Experience September 1992 - June 2012
Job RN Case Manager Oncology Team at American Health Holding Insurance
Industry Financial Services
Experience
American Health Holding Insurance January 2013 - Present
Principal Financial Group September 1992 - June 2012
St Lukes Methodist Hospital September 1985 - January 1993
Skills
Proficient in Microsoft..., Healthcare, Nursing, Case Management, HIPAA, Hospitals, Patient Education, Patient Advocacy, Direct Patient Care, ICD-10, ICD-9, Managed Care, Oncology Case ..., Utilization Management, NCCN, Medicine, Health Insurance, Treatment
Education
Kirkwood Community College 1984 — 1985
Associate's degree, Registered Nursing/Registered Nurse
St Lukes School of Nursing-Cedar Rapids, Iowa 1980 — 1981
LPN, Licensed Practical/Vocational Nurse Training
American Health Holding Insurance January 2013 - Present
Principal Financial Group September 1992 - June 2012
St Lukes Methodist Hospital September 1985 - January 1993
Skills
Proficient in Microsoft..., Healthcare, Nursing, Case Management, HIPAA, Hospitals, Patient Education, Patient Advocacy, Direct Patient Care, ICD-10, ICD-9, Managed Care, Oncology Case ..., Utilization Management, NCCN, Medicine, Health Insurance, Treatment
Education
Kirkwood Community College 1984 — 1985
Associate's degree, Registered Nursing/Registered Nurse
St Lukes School of Nursing-Cedar Rapids, Iowa 1980 — 1981
LPN, Licensed Practical/Vocational Nurse Training
Veronica Culp's Principal Financial Group Experience May 2004 - April 2006
Job Attended Upper Iowa University
Industry Health, Wellness and Fitness
Experience
Principal Financial Group May 2004 - April 2006
Mediacom April 1997 - November 2004
Education
Upper Iowa University 2010 — 2012
Business Administration and Management, General
Kirkwood Community College 1991 — 1993
Associate's degree, Computer Programming
Principal Financial Group May 2004 - April 2006
Mediacom April 1997 - November 2004
Education
Upper Iowa University 2010 — 2012
Business Administration and Management, General
Kirkwood Community College 1991 — 1993
Associate's degree, Computer Programming
Jane Hendricks's Principal Financial Group Experience September 1996 - December 2008
Job Medical Records Coordinator at Home Healthcare Company
Industry Hospital & Health Care
Experience
Home Healthcare Company March 2014 - Present
TriWest Healthcare Alliance July 2012 - 2013
Interim HealthCare August 2009 - July 2012
Principal Financial Group September 1996 - December 2008
Skills
Access, Invoicing, Healthcare, Medical Records, ICD-9, EMR, Medicare, Hospitals, Medicaid, Medical Billing, HIPAA, Insurance, 485s, Telephone Skills, Contacts to MD offices..., Medical Terminology, Fax, Medicine, Time Management, Medical Coding, CPT, Revenue Cycle, Home Care, Epic Systems, Claim, Managed Care
Education
Long Island University, Brooklyn Campus
MS, Counselor Education/School Counseling and Guidance Services
Queens College of CUNY
Bachelor of Science (BS), Physical Education/Science, Teaching and Coaching
Home Healthcare Company March 2014 - Present
TriWest Healthcare Alliance July 2012 - 2013
Interim HealthCare August 2009 - July 2012
Principal Financial Group September 1996 - December 2008
Skills
Access, Invoicing, Healthcare, Medical Records, ICD-9, EMR, Medicare, Hospitals, Medicaid, Medical Billing, HIPAA, Insurance, 485s, Telephone Skills, Contacts to MD offices..., Medical Terminology, Fax, Medicine, Time Management, Medical Coding, CPT, Revenue Cycle, Home Care, Epic Systems, Claim, Managed Care
Education
Long Island University, Brooklyn Campus
MS, Counselor Education/School Counseling and Guidance Services
Queens College of CUNY
Bachelor of Science (BS), Physical Education/Science, Teaching and Coaching
Lutz Annette's Principal Financial Group Experience March 2000 - February 2012
Job RECEPTIONIST at UNITYPOINT CLINIC CARDIOLOGY
Industry Hospital & Health Care
Experience
UNITYPOINT CLINIC - CARDIOLOGY August 2012 - Present
Principal Financial Group March 2000 - February 2012
KinderCare February 1991 - March 2000
Skills
Insurance, Employee Benefits, Public Speaking, Policy, Customer Service, Outlook, Leadership
Education
University of Northern Iowa 1988 — 1990
BA, Elementary Education and Teaching
Kirkwood Community College 1986 — 1988
Associate of Arts (AA), Elementary Education and Teaching
UNITYPOINT CLINIC - CARDIOLOGY August 2012 - Present
Principal Financial Group March 2000 - February 2012
KinderCare February 1991 - March 2000
Skills
Insurance, Employee Benefits, Public Speaking, Policy, Customer Service, Outlook, Leadership
Education
University of Northern Iowa 1988 — 1990
BA, Elementary Education and Teaching
Kirkwood Community College 1986 — 1988
Associate of Arts (AA), Elementary Education and Teaching
The Principal Financial Group
BTG Pactual
HuaTai Securities Co.,Ltd.
Guosen Securities
PFG
Principal Financial
Principle
Fubon Financial Holdings