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
Rob Crotty Rob Crotty's Principal Financial Group Experience 2005 - 2007
Job Education Solutions Specialist at EMC
Industry Marketing and Advertising
Experience
EMC July 2013 - Present
Direxxis, Inc. April 2012 - May 2013
Insperity February 2010 - July 2011
InvestLink Technologies October 2007 - July 2009
Principal Financial Group 2005 - 2007
The Retirement Plan Company LLC 2002 - 2005
GoldK 2000 - 2004
Skills
401k, SaaS, Account Management, Lead Generation, New Business Development, Employee Benefits, Sales, Sales Process, Marketing, Strategic Partnerships, Cold Calling, Direct Sales, Training, Strategy, Management, Salesforce.com
Education
Massachusetts College of Liberal Arts 1993 — 1996
BA
EMC July 2013 - Present
Direxxis, Inc. April 2012 - May 2013
Insperity February 2010 - July 2011
InvestLink Technologies October 2007 - July 2009
Principal Financial Group 2005 - 2007
The Retirement Plan Company LLC 2002 - 2005
GoldK 2000 - 2004
Skills
401k, SaaS, Account Management, Lead Generation, New Business Development, Employee Benefits, Sales, Sales Process, Marketing, Strategic Partnerships, Cold Calling, Direct Sales, Training, Strategy, Management, Salesforce.com
Education
Massachusetts College of Liberal Arts 1993 — 1996
BA
Joe Moklebust Joe Moklebust's Principal Financial Group Experience January 1999 - Present
Job Director of Business Development Retirement Solutions
Industry Financial Services
Experience
Principal Financial Group January 1999 - Present
Skills
Investments, Retirement Planning, Retirement, Mutual Funds, Series 7, 401k, Wealth Management, Strategic Financial..., Asset Allocation, Fixed Annuities, Series 63, Disability Insurance, Insurance, Securities, Investment Advisory, Life Insurance, Estate Planning
Education
University of Iowa 1970 — 1972
MA, Education: Counseling & Higher Education
Luther College 1966 — 1970
BA, Psychology, Business, Mathematics
Principal Financial Group January 1999 - Present
Skills
Investments, Retirement Planning, Retirement, Mutual Funds, Series 7, 401k, Wealth Management, Strategic Financial..., Asset Allocation, Fixed Annuities, Series 63, Disability Insurance, Insurance, Securities, Investment Advisory, Life Insurance, Estate Planning
Education
University of Iowa 1970 — 1972
MA, Education: Counseling & Higher Education
Luther College 1966 — 1970
BA, Psychology, Business, Mathematics
Jordan Whittenburg's Principal Financial Group Experience March 2014 - Present
Job Compensation Analyst at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group March 2014 - Present
AROS Consulting August 2012 - August 2013
Louisiana Tech University June 2012 - June 2013
O'Dowd and O'Dowd Law Firm May 2011 - June 2012
J. Alexander's Restaurants January 2008 - May 2011
Skills
Organizational..., Research, Teamwork, Psychometrics, Compensation & Benefits..., Statistical Data..., PeopleSoft, ePRISM, Oracle Fusion Middleware, Microsoft Excel, Market Pricing
Education
Louisiana Tech University 2012 — 2013
Master of Arts (M.A.), Industrial & Organizational Psychology, GPA: 4.0
Louisiana State University 2006 — 2010
Bachelor of Science (B.S.), Psychology with a Minor in Sociology, GPA: 3.0
Principal Financial Group March 2014 - Present
AROS Consulting August 2012 - August 2013
Louisiana Tech University June 2012 - June 2013
O'Dowd and O'Dowd Law Firm May 2011 - June 2012
J. Alexander's Restaurants January 2008 - May 2011
Skills
Organizational..., Research, Teamwork, Psychometrics, Compensation & Benefits..., Statistical Data..., PeopleSoft, ePRISM, Oracle Fusion Middleware, Microsoft Excel, Market Pricing
Education
Louisiana Tech University 2012 — 2013
Master of Arts (M.A.), Industrial & Organizational Psychology, GPA: 4.0
Louisiana State University 2006 — 2010
Bachelor of Science (B.S.), Psychology with a Minor in Sociology, GPA: 3.0
Nicole Bacot's Principal Financial Group Experience July 2007 - December 2008
Job Consulting Services for Parents with Special Needs Children
Industry Individual & Family Services
Experience
Www.autismfromthetrenches.com February 2015 - Present
Angelle & Donohue Oil and Gas Properties, Inc. December 2008 - April 2015
Principal Financial Group July 2007 - December 2008
Regions Financial Corporation August 2003 - July 2007
Skills
Pipelines, Energy, Natural Gas, Contract Negotiation, Petroleum, Microsoft Office, Drilling, Negotiation, Oil/Gas, Customer Service, Oil & Gas Industry, Microsoft Word, Microsoft Excel, Research, Project Management, Energy Industry, Gas, Abstracting, Team Building, Financial Analysis, Construction, Project Planning, Sales, Title Opinions, Onshore, Analysis, Risk Management, Strategic Planning, Accounting, Supervisory Skills, Division Orders, Due Diligence, Budgets, Procurement, Leases, Upstream, Business Development, Contract Management, Business Planning, Oilfield, Real Estate, Marketing Strategy, Public Speaking, Management, Public Relations, Marketing, Leadership, New Business Development, Event Planning, Sales Management
Education
Louisiana State University 1997 — 2003
Bachelor Degree, Finance
St. Mary's Dominican High School 1994 — 1997
High School Degree
Www.autismfromthetrenches.com February 2015 - Present
Angelle & Donohue Oil and Gas Properties, Inc. December 2008 - April 2015
Principal Financial Group July 2007 - December 2008
Regions Financial Corporation August 2003 - July 2007
Skills
Pipelines, Energy, Natural Gas, Contract Negotiation, Petroleum, Microsoft Office, Drilling, Negotiation, Oil/Gas, Customer Service, Oil & Gas Industry, Microsoft Word, Microsoft Excel, Research, Project Management, Energy Industry, Gas, Abstracting, Team Building, Financial Analysis, Construction, Project Planning, Sales, Title Opinions, Onshore, Analysis, Risk Management, Strategic Planning, Accounting, Supervisory Skills, Division Orders, Due Diligence, Budgets, Procurement, Leases, Upstream, Business Development, Contract Management, Business Planning, Oilfield, Real Estate, Marketing Strategy, Public Speaking, Management, Public Relations, Marketing, Leadership, New Business Development, Event Planning, Sales Management
Education
Louisiana State University 1997 — 2003
Bachelor Degree, Finance
St. Mary's Dominican High School 1994 — 1997
High School Degree
Ellie Kuennen's Principal Financial Group Experience August 2012 - August 2013
Job Student at Mercy College of Health Sciences
Industry Health, Wellness and Fitness
Experience
Principal Financial Group August 2012 - August 2013
Luther College August 2010 - May 2011
Luther College August 2009 - May 2011
West Side Dental January 2008 - September 2008
Skills
Nutrition, Wellness, Athletics, Advertising, Fitness, Public Speaking, Mental Health, Event Planning, Fundraising, Customer Service, Microsoft Office, PowerPoint, Program Development, Microsoft Word, Teaching, Community Outreach, Coaching, Sports
Education
Mercy College of Health Sciences 2013 — 2015
BSN
Luther College 2007 — 2011
Bachelor's, Psychology, Health
Principal Financial Group August 2012 - August 2013
Luther College August 2010 - May 2011
Luther College August 2009 - May 2011
West Side Dental January 2008 - September 2008
Skills
Nutrition, Wellness, Athletics, Advertising, Fitness, Public Speaking, Mental Health, Event Planning, Fundraising, Customer Service, Microsoft Office, PowerPoint, Program Development, Microsoft Word, Teaching, Community Outreach, Coaching, Sports
Education
Mercy College of Health Sciences 2013 — 2015
BSN
Luther College 2007 — 2011
Bachelor's, Psychology, Health
Clint Carver's Principal Financial Group Experience October 2012 - Present
Job Director of Sales Louisiana at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group October 2012 - Present
New York Life August 2006 - October 2012
Ole Miss June 2000 - June 2004
Skills
Disability Insurance, Insurance, Health Insurance, Life Insurance, Underwriting, Term Life Insurance, Retirement, Customer Service, Brokers
Education
McNeese State University 1993 — 1998
Bachelor of Science (B.S.), Criminal Justice, 3.89 Final GPA
Principal Financial Group October 2012 - Present
New York Life August 2006 - October 2012
Ole Miss June 2000 - June 2004
Skills
Disability Insurance, Insurance, Health Insurance, Life Insurance, Underwriting, Term Life Insurance, Retirement, Customer Service, Brokers
Education
McNeese State University 1993 — 1998
Bachelor of Science (B.S.), Criminal Justice, 3.89 Final GPA
Peter T. Noone, JD, MBA Peter T. Noone, JD, MBA's Principal Financial Group Experience 2013 - Present
Job Financial Services Representative, Princor Registered Representative/Financial Advisor at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group 2013 - Present
Community Buzz Marketing, Inc. 2011 - Present
X2IMPACT, Inc. 2010 - 2011
Invitel 1996 - 2010
Education
New York University - Leonard N. Stern School of Business 1998 — 2000
MBA, Finance, International Business
University of Notre Dame Law School 1986 — 1989
JD, Law
Manhattan College 1982 — 1984
BS, Accounting
Principal Financial Group 2013 - Present
Community Buzz Marketing, Inc. 2011 - Present
X2IMPACT, Inc. 2010 - 2011
Invitel 1996 - 2010
Education
New York University - Leonard N. Stern School of Business 1998 — 2000
MBA, Finance, International Business
University of Notre Dame Law School 1986 — 1989
JD, Law
Manhattan College 1982 — 1984
BS, Accounting
Linda Van Woert Linda Van Woert's Principal Financial Group Experience January 2002 - January 2008
Job Injury Consultant at EMC Insurance Companies
Industry Insurance
Experience
EMC Insurance Companies May 2013 - Present
MMIC January 2011 - March 2013
MMIC Group January 2008 - January 2011
Principal Financial Group January 2002 - January 2008
Principal Financial Group January 1986 - January 2002
Crawford and Company January 1984 - January 1986
Mercy Hospital Medical Center January 1980 - January 1984
Skills
Case Management Process, Case Managment, Regulations, Analytical Reasoning, Confidentiality, HIPAA, Patient Safety, Root Cause Analysis, Quality Assurance, Communication Skills
Education
Luther College 1977 — 1980
BSN
Bachelor of Science, Nursing
University of Iowa
EMC Insurance Companies May 2013 - Present
MMIC January 2011 - March 2013
MMIC Group January 2008 - January 2011
Principal Financial Group January 2002 - January 2008
Principal Financial Group January 1986 - January 2002
Crawford and Company January 1984 - January 1986
Mercy Hospital Medical Center January 1980 - January 1984
Skills
Case Management Process, Case Managment, Regulations, Analytical Reasoning, Confidentiality, HIPAA, Patient Safety, Root Cause Analysis, Quality Assurance, Communication Skills
Education
Luther College 1977 — 1980
BSN
Bachelor of Science, Nursing
University of Iowa
James Wahl James Wahl's Principal Financial Group Experience September 2008 - September 2009
Job Account Executive at Comcast
Industry Marketing and Advertising
Experience
Comcast November 2012 - Present
Self employed June 2012 - November 2012
Asset Marketing Services, Inc. June 2011 - May 2012
Saxon Fleet Services December 2008 - March 2011
Principal Financial Group September 2008 - September 2009
Skills
Account Management, New Business Development, Key Account Management, Consultative Selling, B2B, Customer Relations, Sales Management, Customer Service, Cold Calling, Selling, Direct Sales, Sales, Marketing Strategy, Sales Process, Marketing, Salesforce.com, Solution Selling, Management, Event Planning
Education
Mclennan Community College 1976 — 1977
Minnetonka High School
Comcast November 2012 - Present
Self employed June 2012 - November 2012
Asset Marketing Services, Inc. June 2011 - May 2012
Saxon Fleet Services December 2008 - March 2011
Principal Financial Group September 2008 - September 2009
Skills
Account Management, New Business Development, Key Account Management, Consultative Selling, B2B, Customer Relations, Sales Management, Customer Service, Cold Calling, Selling, Direct Sales, Sales, Marketing Strategy, Sales Process, Marketing, Salesforce.com, Solution Selling, Management, Event Planning
Education
Mclennan Community College 1976 — 1977
Minnetonka High School
Isabelle Krogh Isabelle Krogh's Principal Financial Group Experience June 2015 - Present
Job IT Application Analyst at Principal Financial Group
Industry Information Technology and Services
Experience
Principal Financial Group June 2015 - Present
Banno May 2014 - December 2014
Jimmy John's May 2012 - May 2014
Sugar Creek Municipal Golf Course June 2009 - May 2013
Domino's Pizza October 2007 - June 2009
Skills
Computer Science, Python, Oral & Written..., Proven Team Leader, Competitive, Java, CLISP, Windows & Mac operating..., Microsoft Office, Highly Ambitious, Visionary, Easily Adaptable, Tenacious, Open Minded, Imagination, Problem Solving, Communication, PowerPoint, Microsoft Word
Education
Luther College 2011 — 2015
Bachelor of Arts (B.A.), Computer Science, Junior
Principal Financial Group June 2015 - Present
Banno May 2014 - December 2014
Jimmy John's May 2012 - May 2014
Sugar Creek Municipal Golf Course June 2009 - May 2013
Domino's Pizza October 2007 - June 2009
Skills
Computer Science, Python, Oral & Written..., Proven Team Leader, Competitive, Java, CLISP, Windows & Mac operating..., Microsoft Office, Highly Ambitious, Visionary, Easily Adaptable, Tenacious, Open Minded, Imagination, Problem Solving, Communication, PowerPoint, Microsoft Word
Education
Luther College 2011 — 2015
Bachelor of Arts (B.A.), Computer Science, Junior
Daniel Shanahan Daniel Shanahan's Principal Financial Group Experience October 2006 - May 2010
Job President and General Agent, MassMutual RaleighDurham Agency | Financial Advisor
Industry Financial Services
Experience
MassMutual Financial Group October 2012 - Present
Triangle Association of Insurance & Financial Advisors May 2012 - November 2013
The Guardian Life Insurance Company of America May 2010 - October 2012
Principal Financial Group October 2006 - May 2010
NAIFA 2003 - 2010
Principal Financial Group October 2001 - October 2006
State Farm Insurance Companies May 1994 - October 2001
Skills
Fixed Annuities, Whole Life, Retirement Planning, Life Insurance, Disability Insurance, Long-term Care, Insurance, Employee Benefits, Financial Advisory, Term Life Insurance, Retirement, Business Planning, 401k, Estate Planning, Strategic Financial..., IRAs, Investments, Series 6, Series 7, Mutual Funds, Series 63, Financial Services, Sales Recruitment, Financial Goals, Long Term Care Insurance, Whole Life Insurance
Education
Marquette University 1990 — 1993
Bachelor of Arts (B.A.), Public Relations, Advertising, and Applied Communication
NAIFA - Leadership in Life Institute
MassMutual Financial Group October 2012 - Present
Triangle Association of Insurance & Financial Advisors May 2012 - November 2013
The Guardian Life Insurance Company of America May 2010 - October 2012
Principal Financial Group October 2006 - May 2010
NAIFA 2003 - 2010
Principal Financial Group October 2001 - October 2006
State Farm Insurance Companies May 1994 - October 2001
Skills
Fixed Annuities, Whole Life, Retirement Planning, Life Insurance, Disability Insurance, Long-term Care, Insurance, Employee Benefits, Financial Advisory, Term Life Insurance, Retirement, Business Planning, 401k, Estate Planning, Strategic Financial..., IRAs, Investments, Series 6, Series 7, Mutual Funds, Series 63, Financial Services, Sales Recruitment, Financial Goals, Long Term Care Insurance, Whole Life Insurance
Education
Marquette University 1990 — 1993
Bachelor of Arts (B.A.), Public Relations, Advertising, and Applied Communication
NAIFA - Leadership in Life Institute
Violet Alicea Violet Alicea's Principal Financial Group Experience June 2001 - Present
Job Compliance Director at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group June 2001 - Present
Prudential Financial June 1991 - June 2001
Skills
Series 7
Education
Loyola University of Chicago 1998 — 2000
MBA, Finance, Economics
University of Illinois at Chicago
Bachelor's degree, Pre-Law Studies / Economics
Principal Financial Group June 2001 - Present
Prudential Financial June 1991 - June 2001
Skills
Series 7
Education
Loyola University of Chicago 1998 — 2000
MBA, Finance, Economics
University of Illinois at Chicago
Bachelor's degree, Pre-Law Studies / Economics
Craig Bauer Craig Bauer's Principal Financial Group Experience January 2002 - Present
Job Vice President of Sales, Retirement and Investor Services at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group January 2002 - Present
Strong Capital Management December 2000 - December 2001
US Bank May 1984 - December 2000
Skills
Series 7, Mutual Funds, 401k, Financial Services, Retirement Planning, Asset Allocation, Series 63, Investments, Finance, Wealth Management, Securities, Retirement, Defined Benefit, Investment Advisory, Financial Advisory, Financial Planning, Insurance
Education
Marquette University 1985 — 1988
MBA
University of Wisconsin-Milwaukee - School of Business Administration 1981 — 1984
Business, Finance
Principal Financial Group January 2002 - Present
Strong Capital Management December 2000 - December 2001
US Bank May 1984 - December 2000
Skills
Series 7, Mutual Funds, 401k, Financial Services, Retirement Planning, Asset Allocation, Series 63, Investments, Finance, Wealth Management, Securities, Retirement, Defined Benefit, Investment Advisory, Financial Advisory, Financial Planning, Insurance
Education
Marquette University 1985 — 1988
MBA
University of Wisconsin-Milwaukee - School of Business Administration 1981 — 1984
Business, Finance
Brian Levins Brian Levins's Principal Financial Group Experience January 2008 - Present
Job Marketing Director at the Principal Financial Group, Wisconsin Business Center
Industry Financial Services
Experience
Principal Financial Group January 2008 - Present
Wisconsin Business Center January 2008 - Present
Principal Financial Group August 2012 - Present
Skills
Series 7 registrations, MBA, CLF, Annuities (Variable &..., Estate Planning, Asset Allocation, Executive Benefits..., Split Dollar Plans, Business Continuation..., Financial Needs Analysis, Supplemental Retirement..., Business Overhead..., Income Protection, Survivor Income, Buy-Sell Agreements, Informal Business..., Tax-Deferred Savings, Buy-Sell Review, IRAs (Traditional &..., Term Life Insurance, Charitable Giving, Key Person Insurance, Universal Life Insurance, College Funding..., Long-Term Care Insurance, Wellness Programs, Deferred Compensation..., Mutual Funds, Wealth Accumulation, Pension Plans, Whole Life Insurance
Education
Marquette University 1991 — 1995
UOP 2002 — 2007
MBA
Principal Financial Group January 2008 - Present
Wisconsin Business Center January 2008 - Present
Principal Financial Group August 2012 - Present
Skills
Series 7 registrations, MBA, CLF, Annuities (Variable &..., Estate Planning, Asset Allocation, Executive Benefits..., Split Dollar Plans, Business Continuation..., Financial Needs Analysis, Supplemental Retirement..., Business Overhead..., Income Protection, Survivor Income, Buy-Sell Agreements, Informal Business..., Tax-Deferred Savings, Buy-Sell Review, IRAs (Traditional &..., Term Life Insurance, Charitable Giving, Key Person Insurance, Universal Life Insurance, College Funding..., Long-Term Care Insurance, Wellness Programs, Deferred Compensation..., Mutual Funds, Wealth Accumulation, Pension Plans, Whole Life Insurance
Education
Marquette University 1991 — 1995
UOP 2002 — 2007
MBA
Adam Klaren Adam Klaren's Principal Financial Group Experience July 2006 - March 2012
Job Sales Representative at VWR
Industry Wholesale
Experience
VWR March 2012 - Present
Principal Financial Group July 2006 - March 2012
Skills
Customer Service, Account Management, Sales, Sales Process, Selling, Sales Operations, Cold Calling, New Business Development, Sales Management, Direct Sales, Negotiation, Sales Presentations, Salesforce.com
Education
Luther College 2002 — 2006
Bachelor of Arts (B.A.), Business Management, Minor: Economics
VWR March 2012 - Present
Principal Financial Group July 2006 - March 2012
Skills
Customer Service, Account Management, Sales, Sales Process, Selling, Sales Operations, Cold Calling, New Business Development, Sales Management, Direct Sales, Negotiation, Sales Presentations, Salesforce.com
Education
Luther College 2002 — 2006
Bachelor of Arts (B.A.), Business Management, Minor: Economics
Cecilia Stephens Cecilia Stephens's Principal Financial Group Experience January 2012 - February 2013
Job Senior Advisor at IPA Family, LLC
Industry Legal Services
Experience
IPA Family, LLC September 2014 - Present
Aflac October 2013 - Present
Principal Financial Group January 2012 - February 2013
Rivercrest Realty Associates January 2004 - August 2011
Red Hat February 2003 - October 2003
Siebel Systems, Inc. April 2000 - January 2003
OpenSite Technologies, Inc. January 1999 - April 2000
Skills
Voluntary Employee..., Life Insurance, Supplemental Insurance, Contract Negotiation, Management, CRM, Sales, Project Management, New Business Development, Licensing, E-commerce, Corporate Law, Software Licensing, Microsoft Office, Social Media, Online Advertising, Acquisitions, Real Estate, Product Development, Spanish
Education
Loyola University Chicago 1993 — 1997
Masters, Political Science/International Studies
Loyola University Chicago School of Law 1993 — 1997
Juris Doctor, Law
University of California, San Diego 1988 — 1992
Bachelor of Arts, Political Science
CAI - SPHR Program!!!
IPA Family, LLC September 2014 - Present
Aflac October 2013 - Present
Principal Financial Group January 2012 - February 2013
Rivercrest Realty Associates January 2004 - August 2011
Red Hat February 2003 - October 2003
Siebel Systems, Inc. April 2000 - January 2003
OpenSite Technologies, Inc. January 1999 - April 2000
Skills
Voluntary Employee..., Life Insurance, Supplemental Insurance, Contract Negotiation, Management, CRM, Sales, Project Management, New Business Development, Licensing, E-commerce, Corporate Law, Software Licensing, Microsoft Office, Social Media, Online Advertising, Acquisitions, Real Estate, Product Development, Spanish
Education
Loyola University Chicago 1993 — 1997
Masters, Political Science/International Studies
Loyola University Chicago School of Law 1993 — 1997
Juris Doctor, Law
University of California, San Diego 1988 — 1992
Bachelor of Arts, Political Science
CAI - SPHR Program!!!
Beth Compton's Principal Financial Group Experience January 2001 - October 2001
Job FundRaising Professional
Industry Fund-Raising
Experience
Neuhaus Education Center October 2008 - May 2009
March of Dimes May 2004 - October 2008
TRISTAR Productions, Inc. November 2003 - April 2004
Crate & Barrel October 2001 - November 2003
Principal Financial Group January 2001 - October 2001
Capital Area United Way June 2000 - December 2000
Education
Louisiana State University 1992 — 2000
BA
Neuhaus Education Center October 2008 - May 2009
March of Dimes May 2004 - October 2008
TRISTAR Productions, Inc. November 2003 - April 2004
Crate & Barrel October 2001 - November 2003
Principal Financial Group January 2001 - October 2001
Capital Area United Way June 2000 - December 2000
Education
Louisiana State University 1992 — 2000
BA
Andrew Lichucki's Principal Financial Group Experience July 2010 - July 2012
Job Senior Project Manager at Union Bank
Industry Financial Services
Experience
Union Bank 2012 - 2013
Principal Financial Group July 2010 - July 2012
Capital One March 2009 - February 2010
Capital One Financial July 1999 - June 2008
Capital One, N.A. 2007 - 2008
U.S. Navy May 1995 - July 1999
Skills
Cross-functional Team..., Project Management, Program Management, Project Portfolio..., Leadership, Strategy, Process Improvement, Vendor Management, Management, Integration, Project Planning, Business Analysis, Consulting, Budgets
Education
University of Oklahoma 1997 — 1999
MA
Marquette University 1991 — 1995
MA
Union Bank 2012 - 2013
Principal Financial Group July 2010 - July 2012
Capital One March 2009 - February 2010
Capital One Financial July 1999 - June 2008
Capital One, N.A. 2007 - 2008
U.S. Navy May 1995 - July 1999
Skills
Cross-functional Team..., Project Management, Program Management, Project Portfolio..., Leadership, Strategy, Process Improvement, Vendor Management, Management, Integration, Project Planning, Business Analysis, Consulting, Budgets
Education
University of Oklahoma 1997 — 1999
MA
Marquette University 1991 — 1995
MA
George L. Hamilton George L. Hamilton's Principal Financial Group Experience September 2013 - Present
Job Operations Relationship Manager at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group September 2013 - Present
Genworth Financial May 2007 - August 2013
Loring Ward Advisor Services January 2005 - April 2007
Smith Barney December 1999 - June 2004
Franklin Templeton Investments 1998 - 1999
Skills
Customer Service, Investments, Operations Management, Portfolio Management, Series 7, Series 6, Series 63, Employee Stock Options, ESPP, Salesforce.com, Team Building, Variable Annuities, Fixed Annuities, Wealth Management, Financial Services, Asset Management, Wealth Management..., Securities, Mutual Funds, Investment Strategies, Investment Advisory, Insurance, Financial Advisory, Management, Retirement Planning, Strategic Financial..., Financial Planning, Process Improvement, Finance
Education
Santa Clara University 1995 — 1997
B.S., Finance and International Business
Menlo College 1993 — 1995
Business Management
Principal Financial Group September 2013 - Present
Genworth Financial May 2007 - August 2013
Loring Ward Advisor Services January 2005 - April 2007
Smith Barney December 1999 - June 2004
Franklin Templeton Investments 1998 - 1999
Skills
Customer Service, Investments, Operations Management, Portfolio Management, Series 7, Series 6, Series 63, Employee Stock Options, ESPP, Salesforce.com, Team Building, Variable Annuities, Fixed Annuities, Wealth Management, Financial Services, Asset Management, Wealth Management..., Securities, Mutual Funds, Investment Strategies, Investment Advisory, Insurance, Financial Advisory, Management, Retirement Planning, Strategic Financial..., Financial Planning, Process Improvement, Finance
Education
Santa Clara University 1995 — 1997
B.S., Finance and International Business
Menlo College 1993 — 1995
Business Management
William Sheahan IV William Sheahan IV's Principal Financial Group Experience October 2011 - April 2015
Job Business Development Executive at Physika Investments
Industry Investment Management
Experience
Physika Investments May 2015 - Present
The Willfour Group May 2013 - April 2015
Principal Financial Group October 2011 - April 2015
Gordy's Lakefront Marine May 2002 - July 2011
CME October 1992 - May 2003
Education
Madison Area Technical College 1990 — 1992
General Studies
Northwestern Military & Naval Academy 1985 — 1988
Physika Investments May 2015 - Present
The Willfour Group May 2013 - April 2015
Principal Financial Group October 2011 - April 2015
Gordy's Lakefront Marine May 2002 - July 2011
CME October 1992 - May 2003
Education
Madison Area Technical College 1990 — 1992
General Studies
Northwestern Military & Naval Academy 1985 — 1988
Lester Bernard, CLU, ChFC Lester Bernard, CLU, ChFC's Principal Financial Group Experience 1991 - 2003
Job Chartered Financial Consultant ( ChFC ) at Acacia Financial Group
Industry Financial Services
Experience
Acacia Financial Group January 1996 - Present
Principal Financial Group 1991 - 2003
Skills
Estate Planning, Life and Disability..., Qualified Retirement...
Education
The American College 1975 — 1985
CLU and ChFC, Estate and Financial Planning
Louisiana State University 1961 — 1965
B.S., Chemistry/Zoology
Acacia Financial Group January 1996 - Present
Principal Financial Group 1991 - 2003
Skills
Estate Planning, Life and Disability..., Qualified Retirement...
Education
The American College 1975 — 1985
CLU and ChFC, Estate and Financial Planning
Louisiana State University 1961 — 1965
B.S., Chemistry/Zoology
Sean McCartney Sean McCartney's Principal Financial Group Experience November 2010 - Present
Job National Vice President at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group November 2010 - Present
Principal Financial Group October 2007 - November 2010
Principal Financial Group December 2004 - October 2007
Principal Financial Group May 2002 - December 2004
Cigna August 2000 - April 2002
Unum/Provident/Paul Revere April 1996 - July 2000
Confederation Life Insurance Company January 1995 - March 1996
Skills
Disability Insurance, Dentistry, Employee Benefits, Health Insurance, Insurance, Life Insurance, Group Insurance, Brokers, Term Life Insurance, Series 63, Long-term Care
Education
Loyola University of Chicago
Bachelor's Degree, Communications
Principal Financial Group November 2010 - Present
Principal Financial Group October 2007 - November 2010
Principal Financial Group December 2004 - October 2007
Principal Financial Group May 2002 - December 2004
Cigna August 2000 - April 2002
Unum/Provident/Paul Revere April 1996 - July 2000
Confederation Life Insurance Company January 1995 - March 1996
Skills
Disability Insurance, Dentistry, Employee Benefits, Health Insurance, Insurance, Life Insurance, Group Insurance, Brokers, Term Life Insurance, Series 63, Long-term Care
Education
Loyola University of Chicago
Bachelor's Degree, Communications
Dennis Long Dennis Long's Principal Financial Group Experience January 2003 - August 2009
Job Member Board of Directors at Russelectric
Industry Financial Services
Experience
Russelectric April 2015 - Present
American National Bank Fox Cities January 2010 - Present
Omni Resources, Inc November 2010 - Present
Verit Advisors, LLC September 2009 - Present
Catholic Foundation for the Green Bay Diocese July 2001 - Present
The Source Public House 2014 - Present
DTHC January 2011 - December 2014
Principal Financial Group January 2003 - August 2009
Skills
Retirement Services, ESOP, Retirement, Investments, 401k, Alternative Investments, Finance, Pensions, Asset Allocation, Retirement Planning, ERISA, Series 7, Financial Advisory, Securities, Valuation, Mutual Funds, Defined Benefit, Mergers & Acquisitions, Financial Modeling, Investment Advisory, Wealth Management, Private Equity
Education
Marquette University 1970 — 1974
B.S., Business Administration, Economics
Russelectric April 2015 - Present
American National Bank Fox Cities January 2010 - Present
Omni Resources, Inc November 2010 - Present
Verit Advisors, LLC September 2009 - Present
Catholic Foundation for the Green Bay Diocese July 2001 - Present
The Source Public House 2014 - Present
DTHC January 2011 - December 2014
Principal Financial Group January 2003 - August 2009
Skills
Retirement Services, ESOP, Retirement, Investments, 401k, Alternative Investments, Finance, Pensions, Asset Allocation, Retirement Planning, ERISA, Series 7, Financial Advisory, Securities, Valuation, Mutual Funds, Defined Benefit, Mergers & Acquisitions, Financial Modeling, Investment Advisory, Wealth Management, Private Equity
Education
Marquette University 1970 — 1974
B.S., Business Administration, Economics
Anamaria Lloyd Anamaria Lloyd's Principal Financial Group Experience 1982 - December 2011
Job Owner of Registered Investment Advisory Practice
Industry Financial Services
Experience
A.T.Lloyd's, Inc. 1986 - Present
Principal Financial Group 1982 - December 2011
Skills
Mutual Funds, Financial Planners, Employee Benefits, Management, Retirement Planning, Investments, Strategic Financial..., IRAs, Insurance, Negotiation, Retirement, Disability Insurance, Estate Planning, Fixed Annuities, New Business Development, Team Building, Customer Service, Process Improvement, Account Management, Business Strategy, Financial Services, Strategic Planning, Business Development, Strategy, Coaching, Marketing, Budgets, Microsoft Office, 401k, Project Management, Microsoft Excel, Leadership, Business Analysis, Microsoft Word, Relationship Management, Financial Analysis
Education
McGill University 1972 — 1977
Bachelor of Arts (BA), History and English Literature
Universite de Paris - Sorbonne 1975 — 1976
Diplome de Langue et Civilisation Francaises, Langue et Civilisation Francaises
A.T.Lloyd's, Inc. 1986 - Present
Principal Financial Group 1982 - December 2011
Skills
Mutual Funds, Financial Planners, Employee Benefits, Management, Retirement Planning, Investments, Strategic Financial..., IRAs, Insurance, Negotiation, Retirement, Disability Insurance, Estate Planning, Fixed Annuities, New Business Development, Team Building, Customer Service, Process Improvement, Account Management, Business Strategy, Financial Services, Strategic Planning, Business Development, Strategy, Coaching, Marketing, Budgets, Microsoft Office, 401k, Project Management, Microsoft Excel, Leadership, Business Analysis, Microsoft Word, Relationship Management, Financial Analysis
Education
McGill University 1972 — 1977
Bachelor of Arts (BA), History and English Literature
Universite de Paris - Sorbonne 1975 — 1976
Diplome de Langue et Civilisation Francaises, Langue et Civilisation Francaises
Cory O'Brien Cory O'Brien's Principal Financial Group Experience July 2010 - November 2011
Job President/Owner at O'Brien Restaurants Inc.
Industry Financial Services
Experience
O'Brien Restaurants Inc February 2014 - Present
Rural/Metro Corporation April 2013 - October 2013
UnitedHealthcare November 2011 - April 2013
Principal Financial Group July 2010 - November 2011
Principal Wellness Company September 2006 - August 2010
Principal Wellness Company January 2005 - September 2006
Mike's Express Carwash February 2004 - January 2005
Skills
Access, Customer Service, PowerPoint, Insurance, Microsoft Excel, Microsoft Word, Employee Benefits, Leadership
Education
Marian University 2006 — 2009
Bachelor of Business Administration, Marketing
O'Brien Restaurants Inc February 2014 - Present
Rural/Metro Corporation April 2013 - October 2013
UnitedHealthcare November 2011 - April 2013
Principal Financial Group July 2010 - November 2011
Principal Wellness Company September 2006 - August 2010
Principal Wellness Company January 2005 - September 2006
Mike's Express Carwash February 2004 - January 2005
Skills
Access, Customer Service, PowerPoint, Insurance, Microsoft Excel, Microsoft Word, Employee Benefits, Leadership
Education
Marian University 2006 — 2009
Bachelor of Business Administration, Marketing
Chad Towne Chad Towne's Principal Financial Group Experience July 2006 - Present
Job Partner at Towne Homes LLC
Industry Financial Services
Experience
Towne Homes LLC January 2012 - Present
Principal Financial Group July 2006 - Present
Skills
Series 7, Mutual Funds, Retirement Planning, Investments, Wealth Management, Series 63, Insurance, Financial Services, Retirement, 401k, Strategic Financial..., Asset Allocation, Securities, Portfolio Management, Employee Benefits
Education
Marian College of Fond du Lac 2004 — 2007
Bachelor's of Science Business Administration, Economics and Finance
Towne Homes LLC January 2012 - Present
Principal Financial Group July 2006 - Present
Skills
Series 7, Mutual Funds, Retirement Planning, Investments, Wealth Management, Series 63, Insurance, Financial Services, Retirement, 401k, Strategic Financial..., Asset Allocation, Securities, Portfolio Management, Employee Benefits
Education
Marian College of Fond du Lac 2004 — 2007
Bachelor's of Science Business Administration, Economics and Finance
Samantha Zager's Principal Financial Group Experience June 2012 - May 2014
Job Senior Director of Media Operations at PRIME Media Partners
Industry Media Production
Experience
PRIME Media Partners August 2015 - Present
U.S. House of Representatives May 2015 - August 2015
FP1 Strategies, LLC May 2014 - May 2015
Milwaukee Journal Sentinel December 2013 - May 2014
Principal Financial Group June 2012 - May 2014
School Choice Wisconsin May 2012 - May 2014
Mitt Romney for President July 2012 - November 2012
Republican Party of Wisconsin May 2012 - November 2012
Bartolotta Catering and Events at the Boerner Botanical Gardens February 2011 - October 2012
FP1 Strategies, LLC February 2012 - April 2012
Skills
Microsoft Office, Critical Thinking, Attention To Detail, Customer Relations, Public Speaking, Social Media, Social Networking, Customer Service, Research, Spanish, Proofreading, Politics, Political Campaigns, Fundraising, Public Policy, Political Science, Government, Type 120 wpm, Listening Skills, Answering Phones, Event Planning, Facebook
Education
Marquette University 2010 — 2014
Bachelor's Degree, Political Science and Government
Pius XI High School 2006 — 2010
High School Diploma
PRIME Media Partners August 2015 - Present
U.S. House of Representatives May 2015 - August 2015
FP1 Strategies, LLC May 2014 - May 2015
Milwaukee Journal Sentinel December 2013 - May 2014
Principal Financial Group June 2012 - May 2014
School Choice Wisconsin May 2012 - May 2014
Mitt Romney for President July 2012 - November 2012
Republican Party of Wisconsin May 2012 - November 2012
Bartolotta Catering and Events at the Boerner Botanical Gardens February 2011 - October 2012
FP1 Strategies, LLC February 2012 - April 2012
Skills
Microsoft Office, Critical Thinking, Attention To Detail, Customer Relations, Public Speaking, Social Media, Social Networking, Customer Service, Research, Spanish, Proofreading, Politics, Political Campaigns, Fundraising, Public Policy, Political Science, Government, Type 120 wpm, Listening Skills, Answering Phones, Event Planning, Facebook
Education
Marquette University 2010 — 2014
Bachelor's Degree, Political Science and Government
Pius XI High School 2006 — 2010
High School Diploma
Joe Fenlon Joe Fenlon's Principal Financial Group Experience June 2002 - Present
Job Senior Financial Representative / Financial Advisor at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group June 2002 - Present
Principal Financial Group April 2013 - June 2015
Education
Marquette University 1998 — 2002
Bachelor of Arts (B.A.), Marketing
Marquette University High School 1994 — 1998
Principal Financial Group June 2002 - Present
Principal Financial Group April 2013 - June 2015
Education
Marquette University 1998 — 2002
Bachelor of Arts (B.A.), Marketing
Marquette University High School 1994 — 1998
Karen Sulkowski-Jacob Karen Sulkowski-Jacob's Principal Financial Group Experience 2007 - Present
Job Senior Account Executive
Industry Financial Services
Experience
Principal Financial Group 2007 - Present
Principal Financial Group 2005 - 2007
Skills
Insurance, Life Insurance, Disability Insurance, Employee Benefits, Fixed Annuities, Long-term Care, Health Savings Accounts, Health Insurance
Education
Madonna University
Associate of Arts (A.A.), Gerontology
University of Toledo
Bachelor of Arts (BA), Social Services
Principal Financial Group 2007 - Present
Principal Financial Group 2005 - 2007
Skills
Insurance, Life Insurance, Disability Insurance, Employee Benefits, Fixed Annuities, Long-term Care, Health Savings Accounts, Health Insurance
Education
Madonna University
Associate of Arts (A.A.), Gerontology
University of Toledo
Bachelor of Arts (BA), Social Services
Barbara Clauson Barbara Clauson's Principal Financial Group Experience 2008 - Present
Job Experienced Financial Services Professional/ Trainer and Coach
Industry Insurance
Experience
Principal Financial Group 2008 - Present
Principal Financial Group February 2006 - February 2008
Principal International August 1993 - July 1996
Principal Financial Group February 1991 - August 1993
Principal Financial Group March 1988 - January 1991
Skills
Insurance Brokerage, Employee Benefits, Financial Services, Training, Disability Insurance, Insurance, Health Insurance, Life Insurance, Underwriting, Term Life Insurance, Retirement Planning, Dentistry, Health Savings Accounts, Retirement, Brokers, Long-term Care, Defined Benefit, COBRA, Benefits Administration
Education
Luther College 1983 — 1987
Bachelor's Degree, Business Management and English
Principal Financial Group 2008 - Present
Principal Financial Group February 2006 - February 2008
Principal International August 1993 - July 1996
Principal Financial Group February 1991 - August 1993
Principal Financial Group March 1988 - January 1991
Skills
Insurance Brokerage, Employee Benefits, Financial Services, Training, Disability Insurance, Insurance, Health Insurance, Life Insurance, Underwriting, Term Life Insurance, Retirement Planning, Dentistry, Health Savings Accounts, Retirement, Brokers, Long-term Care, Defined Benefit, COBRA, Benefits Administration
Education
Luther College 1983 — 1987
Bachelor's Degree, Business Management and English
Jahaida Dari Moino Jahaida Dari Moino's Principal Financial Group Experience March 2013 - Present
Job Account Executive ll at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group March 2013 - Present
John Hancock Life Insurance Company (U.S.A.) December 2010 - December 2012
Wiggin and Dana LLP June 2005 - November 2010
Paul, Weiss, Rifkind, Wharton & Garrison LLP March 2005 - June 2005
Weitz & Luxenberg August 2001 - October 2004
Sun Microsystems July 2000 - July 2001
Raymond James Financial Inc. March 1999 - April 2000
Skills
Fluent in Spanish, 401k, Series 6, Series 63
Education
New York University 2000 — 2001
Paralegal certificate, Paralegal studies
Manhattan College 1991 — 1999
Bachelor of Arts (B.A.), Political Science and Government
Mother Cabrini 1987 — 1991
Regents High School Diploma, General Studies
Principal Financial Group March 2013 - Present
John Hancock Life Insurance Company (U.S.A.) December 2010 - December 2012
Wiggin and Dana LLP June 2005 - November 2010
Paul, Weiss, Rifkind, Wharton & Garrison LLP March 2005 - June 2005
Weitz & Luxenberg August 2001 - October 2004
Sun Microsystems July 2000 - July 2001
Raymond James Financial Inc. March 1999 - April 2000
Skills
Fluent in Spanish, 401k, Series 6, Series 63
Education
New York University 2000 — 2001
Paralegal certificate, Paralegal studies
Manhattan College 1991 — 1999
Bachelor of Arts (B.A.), Political Science and Government
Mother Cabrini 1987 — 1991
Regents High School Diploma, General Studies
Don Knobloch Don Knobloch's Principal Financial Group Experience September 2012 - November 2014
Job Orange Distributors representing VOYA Financial
Industry Financial Services
Experience
Voya Financial December 2014 - Present
Principal Financial Group September 2012 - November 2014
Sun Life Financial July 2010 - March 2012
Horizon Investments, LLC/Asset Source, Inc. March 2010 - July 2010
Planco Financial Services October 2000 - July 2009
J. C. Bradford & Co. January 2000 - August 2000
Skills
Retirement Income..., Supplemental Retirement..., Wealth Accumulation, Mutual Funds, Asset Allocation, IRAs, Estate Planning, Deferred Compensation..., Salary Continuation, Survivor Income, FINRA Series 6, 63, &...
Education
Louisiana State University 1974 — 1975
MBA
The University of Southern Mississippi 1969 — 1973
BS, Data Processing
Dale Carnegie Sales course
St Joseph HS
Voya Financial December 2014 - Present
Principal Financial Group September 2012 - November 2014
Sun Life Financial July 2010 - March 2012
Horizon Investments, LLC/Asset Source, Inc. March 2010 - July 2010
Planco Financial Services October 2000 - July 2009
J. C. Bradford & Co. January 2000 - August 2000
Skills
Retirement Income..., Supplemental Retirement..., Wealth Accumulation, Mutual Funds, Asset Allocation, IRAs, Estate Planning, Deferred Compensation..., Salary Continuation, Survivor Income, FINRA Series 6, 63, &...
Education
Louisiana State University 1974 — 1975
MBA
The University of Southern Mississippi 1969 — 1973
BS, Data Processing
Dale Carnegie Sales course
St Joseph HS
Korey Gearhart Korey Gearhart's Principal Financial Group Experience September 2003 - July 2004
Job Director of Engineering at Katecho Medical Devices
Industry Medical Devices
Experience
Katecho, Inc October 2012 - Present
Andersen Corporation September 2011 - October 2012
Andersen Corporation August 2007 - October 2012
Andersen Corporation November 2006 - August 2007
Andersen Corporation July 2004 - November 2006
Principal Financial Group September 2003 - July 2004
Goodrich February 2000 - September 2003
Goodrich May 1998 - February 2000
Skills
Project Management, Process Improvement, Product Development, Product Innovation, Lean Manufacturing, Operations Management, Leadership, New Business Development, Strategic Planning, Problem Solving, Restructuring, Continuous Improvement, Team Leadership, Engineering, Product Management, Team Building, Manufacturing, Management, Cross-functional Team..., Competitive Analysis, Budgets, Medical Devices, Quality Management, Six Sigma, R&D, Solidworks, Manufacturing..., Business Development, Testing, CAD, Process Engineering, Kaizen, Root Cause Analysis, Design of Experiments, FDA, DMAIC, Value Stream Mapping, FMEA, 5S, SPC, ISO, Injection Molding, Engineering Management, Design for Manufacturing, SolidWorks
Education
University of Minnesota - Carlson School of Management
Executive Management Education - Leadership by Andersen
Rochester Institute of Technology
Graduate course work, Production & Operations Management
Rochester Institute of Technology
Bachelor of Science, Mechanical / Electrical Engineering
Marshalltown Community College
Associate of Applied Science, Drafting and Design Technology
Marshalltown Community College
Associate of Arts, Liberal Arts
BCLUW High School
High School
Katecho, Inc October 2012 - Present
Andersen Corporation September 2011 - October 2012
Andersen Corporation August 2007 - October 2012
Andersen Corporation November 2006 - August 2007
Andersen Corporation July 2004 - November 2006
Principal Financial Group September 2003 - July 2004
Goodrich February 2000 - September 2003
Goodrich May 1998 - February 2000
Skills
Project Management, Process Improvement, Product Development, Product Innovation, Lean Manufacturing, Operations Management, Leadership, New Business Development, Strategic Planning, Problem Solving, Restructuring, Continuous Improvement, Team Leadership, Engineering, Product Management, Team Building, Manufacturing, Management, Cross-functional Team..., Competitive Analysis, Budgets, Medical Devices, Quality Management, Six Sigma, R&D, Solidworks, Manufacturing..., Business Development, Testing, CAD, Process Engineering, Kaizen, Root Cause Analysis, Design of Experiments, FDA, DMAIC, Value Stream Mapping, FMEA, 5S, SPC, ISO, Injection Molding, Engineering Management, Design for Manufacturing, SolidWorks
Education
University of Minnesota - Carlson School of Management
Executive Management Education - Leadership by Andersen
Rochester Institute of Technology
Graduate course work, Production & Operations Management
Rochester Institute of Technology
Bachelor of Science, Mechanical / Electrical Engineering
Marshalltown Community College
Associate of Applied Science, Drafting and Design Technology
Marshalltown Community College
Associate of Arts, Liberal Arts
BCLUW High School
High School
Erin Boyd's Principal Financial Group Experience October 1999 - December 2008
Job Senior Analyst Unit Lead at Hyundai Capital America
Industry Insurance
Experience
Hyundai Capital America October 2012 - Present
Hyundai Capital America December 2010 - October 2012
Wells Fargo Financial July 2009 - June 2010
Principal Financial Group October 1999 - December 2008
JM Rowley Insurance Agency July 1998 - August 1999
Toyota Motor Credit Corporation February 1996 - June 1998
Skills
Investments, Retirement Planning, Insurance, Sales, Customer Service
Education
Luther Rice University 2011 — 2014
Master's Degree, Divinity/Ministry
Luther Rice University 2009 — 2011
Master's degree, Biblical Counseling
University of Iowa Iowa 1990 — 1995
Bachelor of Arts, English
Hyundai Capital America October 2012 - Present
Hyundai Capital America December 2010 - October 2012
Wells Fargo Financial July 2009 - June 2010
Principal Financial Group October 1999 - December 2008
JM Rowley Insurance Agency July 1998 - August 1999
Toyota Motor Credit Corporation February 1996 - June 1998
Skills
Investments, Retirement Planning, Insurance, Sales, Customer Service
Education
Luther Rice University 2011 — 2014
Master's Degree, Divinity/Ministry
Luther Rice University 2009 — 2011
Master's degree, Biblical Counseling
University of Iowa Iowa 1990 — 1995
Bachelor of Arts, English
Jay Kautt, JD's Principal Financial Group Experience May 2008 - August 2010
Job Planned Giving Officer, University of Minnesota Foundation
Industry Fund-Raising
Experience
University of Minnesota Foundation / Minnesota Medical Foundation August 2010 - Present
Principal Financial Group May 2008 - August 2010
Dudley & Smith, PA December 2005 - July 2007
Skills
Strategic Financial..., Wealth, Retirement, Income Protection, Small Business, Exit Strategies, Estate Planning, Retirement Planning, Insurance, Wealth Management, Mutual Funds, Portfolio Management, Personal Finance, Life Insurance, Fixed Annuities, Strategic Planning, Legal Research, 401k, Financial Analysis, Disability Insurance
Education
William Mitchell College of Law 2002 — 2005
Juris Doctor, Law
Luther College 1995 — 1998
BS, Communication & Political Science
University of Minnesota Foundation / Minnesota Medical Foundation August 2010 - Present
Principal Financial Group May 2008 - August 2010
Dudley & Smith, PA December 2005 - July 2007
Skills
Strategic Financial..., Wealth, Retirement, Income Protection, Small Business, Exit Strategies, Estate Planning, Retirement Planning, Insurance, Wealth Management, Mutual Funds, Portfolio Management, Personal Finance, Life Insurance, Fixed Annuities, Strategic Planning, Legal Research, 401k, Financial Analysis, Disability Insurance
Education
William Mitchell College of Law 2002 — 2005
Juris Doctor, Law
Luther College 1995 — 1998
BS, Communication & Political Science
Michael Scheetz / Michael Scheetz /'s Principal Financial Group Experience March 2000 - July 2008
Job Vice President Ameritas ..... Deceased 8/17/15
Industry Insurance
Experience
Ameritas June 2014 - Present
Ameritas August 2011 - Present
Colonial Life August 2008 - April 2011
Principal Financial Group March 2000 - July 2008
Principal Financial Group 1998 - March 2000
Principal Financial Group 1991 - 1998
Principal Financial Group 1990 - 1990
Principal Financial Group 1985 - 1989
Skills
Health Insurance, Employee Benefits, Product Management, Insurance, Strategy, Disability Insurance, Strategic Planning, Marketing, Training, Sales, Marketing Strategy, Competitive Analysis, Management, Underwriting, Coaching, Market Research, Human Resources, Recruiting, Business Strategy, Marketing Communications, Product Development, Healthcare, Retirement
Education
Luther College 1981 — 1985
Bachelor of Arts (BA), Business/Managerial Economics
Prairie High School 1979 — 1981
Ameritas June 2014 - Present
Ameritas August 2011 - Present
Colonial Life August 2008 - April 2011
Principal Financial Group March 2000 - July 2008
Principal Financial Group 1998 - March 2000
Principal Financial Group 1991 - 1998
Principal Financial Group 1990 - 1990
Principal Financial Group 1985 - 1989
Skills
Health Insurance, Employee Benefits, Product Management, Insurance, Strategy, Disability Insurance, Strategic Planning, Marketing, Training, Sales, Marketing Strategy, Competitive Analysis, Management, Underwriting, Coaching, Market Research, Human Resources, Recruiting, Business Strategy, Marketing Communications, Product Development, Healthcare, Retirement
Education
Luther College 1981 — 1985
Bachelor of Arts (BA), Business/Managerial Economics
Prairie High School 1979 — 1981
Matthew Kopecky, LUTCF's Principal Financial Group Experience November 2007 - Present
Job Financial Advisor at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group November 2007 - Present
Equitable Bank 2005 - 2007
Marquette University High School 1999 - 2004
Skills
Retirement, Retirement Planning, Investments, Mutual Funds, Fixed Annuities, Variable Annuities, Asset Allocation, College Funding..., Estate Planning, Financial Analysis, Income Protection, IRAs, Wealth Accumulation, Securities, Financial Services
Education
Marquette University High School
Marquette University
Bachelor, Economics
Principal Financial Group November 2007 - Present
Equitable Bank 2005 - 2007
Marquette University High School 1999 - 2004
Skills
Retirement, Retirement Planning, Investments, Mutual Funds, Fixed Annuities, Variable Annuities, Asset Allocation, College Funding..., Estate Planning, Financial Analysis, Income Protection, IRAs, Wealth Accumulation, Securities, Financial Services
Education
Marquette University High School
Marquette University
Bachelor, Economics
Jason Alan Reeves I Jason Alan Reeves I's Principal Financial Group Experience December 2006 - November 2008
Job Partnering to achieve health and wellness in every facet of lifespirit, soul, and body.
Industry Financial Services
Experience
PNC Investments (Unofficial) January 2014 - Present
Disciples of Christ Global Outreach December 2008 - Present
Chayil Media October 2007 - Present
VALIC April 2010 - January 2014
CBIZ November 2008 - March 2010
Principal Financial Group December 2006 - November 2008
Mercer Health & Benefits September 2005 - December 2006
Ameriprise Financial 2004 - 2005
Skills
Leadership, Training, Public Speaking, Strategic Planning, Management, Coaching, Strategy, Leadership Development, Consulting, Desktop Publishing, Change Management, Project Management, Risk Management, Health & Wellness
Education
The King's University 2009 — 2012
Master of Divinity (M.Div.)
Maryville University of Saint Louis 1997 — 2001
Bachelors, Philosophy, Actuarial Science
PNC Investments (Unofficial) January 2014 - Present
Disciples of Christ Global Outreach December 2008 - Present
Chayil Media October 2007 - Present
VALIC April 2010 - January 2014
CBIZ November 2008 - March 2010
Principal Financial Group December 2006 - November 2008
Mercer Health & Benefits September 2005 - December 2006
Ameriprise Financial 2004 - 2005
Skills
Leadership, Training, Public Speaking, Strategic Planning, Management, Coaching, Strategy, Leadership Development, Consulting, Desktop Publishing, Change Management, Project Management, Risk Management, Health & Wellness
Education
The King's University 2009 — 2012
Master of Divinity (M.Div.)
Maryville University of Saint Louis 1997 — 2001
Bachelors, Philosophy, Actuarial Science
Rich Iverson, MA Rich Iverson, MA's Principal Financial Group Experience May 2006 - December 2008
Job Business Development , Relationship Director, Clevel Sales, Account Executive, Marketing, Demand Generation
Industry Marketing and Advertising
Experience
Independent Contractor December 2013 - Present
Skybridge Americas Inc. February 2011 - November 2013
My-Pipeline May 2010 - November 2013
Independent Contractor at My-Pipeline August 2010 - January 2011
RAI Stone Group January 2009 - July 2010
Principal Financial Group May 2006 - December 2008
Cable Imaging Solutions August 2004 - April 2006
The Paper Magic Group, Div. CSS 2002 - 2004
Best Buy 2001 - 2002
BestBuyCo 1998 - 2001
Skills
Account Management, New Business Development, Strategic Planning, Small Business, Direct Marketing, Advertising, Strategic Partnerships, Customer Service, Finance, Sales Process, Sales Management, Business Development, B2B, Coaching, Direct Sales, Contract Negotiation, Start-ups, Sales, Investments, Salesforce.com, Public Speaking, Leadership, Business Strategy, Integrated Marketing, Online Marketing, Insurance, Solution Selling, Team Building, Entrepreneurship, Strategy, Product Marketing, CRM, Management, Marketing, Teamwork, Selling, Business Planning, Email Marketing, Marketing Strategy, Marketing Communications, Team Leadership, Process Improvement, Lead Generation
Education
University of Wisconsin-Stout
Master's Degree, Psychology
University of Nottingham
Luther College
BA, Psychology
Chaska High School
Independent Contractor December 2013 - Present
Skybridge Americas Inc. February 2011 - November 2013
My-Pipeline May 2010 - November 2013
Independent Contractor at My-Pipeline August 2010 - January 2011
RAI Stone Group January 2009 - July 2010
Principal Financial Group May 2006 - December 2008
Cable Imaging Solutions August 2004 - April 2006
The Paper Magic Group, Div. CSS 2002 - 2004
Best Buy 2001 - 2002
BestBuyCo 1998 - 2001
Skills
Account Management, New Business Development, Strategic Planning, Small Business, Direct Marketing, Advertising, Strategic Partnerships, Customer Service, Finance, Sales Process, Sales Management, Business Development, B2B, Coaching, Direct Sales, Contract Negotiation, Start-ups, Sales, Investments, Salesforce.com, Public Speaking, Leadership, Business Strategy, Integrated Marketing, Online Marketing, Insurance, Solution Selling, Team Building, Entrepreneurship, Strategy, Product Marketing, CRM, Management, Marketing, Teamwork, Selling, Business Planning, Email Marketing, Marketing Strategy, Marketing Communications, Team Leadership, Process Improvement, Lead Generation
Education
University of Wisconsin-Stout
Master's Degree, Psychology
University of Nottingham
Luther College
BA, Psychology
Chaska High School
Mary Messersmith Mary Messersmith's Principal Financial Group Experience 2003 - November 2008
Job Associate of Individual Services at Gallagher Benefit Services
Industry Financial Services
Experience
Gallagher Benefit Services July 2009 - November 2012
Principal Financial Group 2003 - November 2008
Thrivent Financial for Lutherans February 2003 - December 2003
Marsh July 1998 - December 2002
Skills
Disability Insurance, Insurance, Retirement, Series 6, Life Insurance, Fixed Annuities, Retirement Planning, Employee Benefits, 401k, Series 63, Long-term Care, Executive Pay, Term Life Insurance, Health Insurance, Mutual Funds, Underwriting, Estate Planning, Brokers, Strategic Financial...
Education
Luther College 1988 — 1991
BA, Art
Gallagher Benefit Services July 2009 - November 2012
Principal Financial Group 2003 - November 2008
Thrivent Financial for Lutherans February 2003 - December 2003
Marsh July 1998 - December 2002
Skills
Disability Insurance, Insurance, Retirement, Series 6, Life Insurance, Fixed Annuities, Retirement Planning, Employee Benefits, 401k, Series 63, Long-term Care, Executive Pay, Term Life Insurance, Health Insurance, Mutual Funds, Underwriting, Estate Planning, Brokers, Strategic Financial...
Education
Luther College 1988 — 1991
BA, Art
Marlena Johnson's Principal Financial Group Experience May 2011 - January 2012
Job Sr Learning Consultant at Cerner Corporation
Industry Hospital & Health Care
Experience
Cerner Corporation January 2015 - Present
Cerner Corporation May 2013 - January 2015
Principal Financial Group May 2011 - January 2012
Career Options May 2010 - August 2010
Skills
PowerPoint, Microsoft Office, Public Speaking, Research, Microsoft Excel, Facebook, Event Planning, Microsoft Word, Fundraising, Adobe Creative Suite, Project Management, Employee Training, Client Training, Project Coordination, Leadership, Teamwork, Time Management
Education
Luther College 2009 — 2013
Bachelor of Arts (B.A.), Cum Laude, Communication Studies and Spanish
University of Valencia 2012 — 2012
Spanish Language and Literature
Cerner Corporation January 2015 - Present
Cerner Corporation May 2013 - January 2015
Principal Financial Group May 2011 - January 2012
Career Options May 2010 - August 2010
Skills
PowerPoint, Microsoft Office, Public Speaking, Research, Microsoft Excel, Facebook, Event Planning, Microsoft Word, Fundraising, Adobe Creative Suite, Project Management, Employee Training, Client Training, Project Coordination, Leadership, Teamwork, Time Management
Education
Luther College 2009 — 2013
Bachelor of Arts (B.A.), Cum Laude, Communication Studies and Spanish
University of Valencia 2012 — 2012
Spanish Language and Literature
Kevin Aubrey's Principal Financial Group Experience December 2011 - Present
Job Entrepreneur
Industry Management Consulting
Experience
Principal Financial Group December 2011 - Present
Principal Financial Group January 2013 - Present
TNT Fitness Results December 2013 - Present
Encompass Management Services LLC March 2003 - Present
Aubrey Electric Inc. September 2000 - Present
Edward Jones March 2000 - September 2000
Kimberly-Clark July 1999 - February 2000
Huberty & Associates December 1998 - July 1999
Skills
Financial Needs Analysis, 401k, Fixed Annuities, Estate Planning, Mutual Funds, Employee Benefits, Business Continuation..., Universal Life Insurance, Term Life Insurance, Supplemental Retirement..., Disability Income..., Business Overhead..., Buy-Sell Agreements, Executive Benefits..., Income Protection, Wealth Accumulation, Tax-Deferred Savings, Informal Business..., Series 24, Series 66, Series 7
Education
Marian University 1995 — 1998
Bachelor, Accounting
Lomira High School
Principal Financial Group December 2011 - Present
Principal Financial Group January 2013 - Present
TNT Fitness Results December 2013 - Present
Encompass Management Services LLC March 2003 - Present
Aubrey Electric Inc. September 2000 - Present
Edward Jones March 2000 - September 2000
Kimberly-Clark July 1999 - February 2000
Huberty & Associates December 1998 - July 1999
Skills
Financial Needs Analysis, 401k, Fixed Annuities, Estate Planning, Mutual Funds, Employee Benefits, Business Continuation..., Universal Life Insurance, Term Life Insurance, Supplemental Retirement..., Disability Income..., Business Overhead..., Buy-Sell Agreements, Executive Benefits..., Income Protection, Wealth Accumulation, Tax-Deferred Savings, Informal Business..., Series 24, Series 66, Series 7
Education
Marian University 1995 — 1998
Bachelor, Accounting
Lomira High School
Amanda (Bittner) Neely Amanda (Bittner) Neely's Principal Financial Group Experience April 2014 - September 2015
Job Relationship Manager Mid Market, Principal Financial Group
Industry Insurance
Experience
Maxwell Health September 2015 - Present
Principal Financial Group April 2014 - September 2015
Holmes Murphy & Associates February 2012 - April 2014
California Pizza Kitchen April 2009 - January 2012
Thermadyne June 2011 - August 2011
Palm Beach Tan, Inc June 2006 - September 2008
Skills
Full-cycle Recruiting, Payroll Administration, OSHA, Training &..., Applicant Tracking..., Benefits Administration, Payroll Software, Budget Management, Onboarding, New Hire Orientation, Payroll, Employee Benefits, Leadership, Management, Customer Service, Human Resources, Insurance, Health Insurance, Sales, Team Building, Strategy, Microsoft Office, Vendor Management, Marketing
Education
University of North Texas 2009 — 2011
Bachelors, Human Resource Management and Organization Behavior
University of Nevada-Las Vegas 2006 — 2009
Business
Louisiana State University 2005 — 2006
N/A, Business Administration and Management, General
Maxwell Health September 2015 - Present
Principal Financial Group April 2014 - September 2015
Holmes Murphy & Associates February 2012 - April 2014
California Pizza Kitchen April 2009 - January 2012
Thermadyne June 2011 - August 2011
Palm Beach Tan, Inc June 2006 - September 2008
Skills
Full-cycle Recruiting, Payroll Administration, OSHA, Training &..., Applicant Tracking..., Benefits Administration, Payroll Software, Budget Management, Onboarding, New Hire Orientation, Payroll, Employee Benefits, Leadership, Management, Customer Service, Human Resources, Insurance, Health Insurance, Sales, Team Building, Strategy, Microsoft Office, Vendor Management, Marketing
Education
University of North Texas 2009 — 2011
Bachelors, Human Resource Management and Organization Behavior
University of Nevada-Las Vegas 2006 — 2009
Business
Louisiana State University 2005 — 2006
N/A, Business Administration and Management, General
Jason Konschnik's Principal Financial Group Experience January 1997 - January 1999
Job Director, Sales Tools & Direct Marketing at Prudential Financial
Industry Financial Services
Experience
Prudential Financial April 2013 - Present
Prudential Financial February 2007 - April 2013
Intuit, Inc October 2003 - January 2007
ADP Retirement Services, Inc October 2002 - August 2003
Arthur Andersen LLP January 1999 - January 2002
Principal Financial Group January 1997 - January 1999
Skills
Financial Services, Insurance, Risk Management, Employee Benefits, Fixed Annuities, Finance, Marketing, Marketing Communications, Securities, Marketing Strategy, Project Management, Business Analysis, Variable Annuities, Management, Product Management, Program Management, Sales, Business Development, Financial Planners, Product Development, Direct Marketing, Mutual Funds, Investments
Education
The University of Connecticut 1995 — 1997
Master of Business Administration (MBA), Finance and Accounting
Marywood University 1991 — 1995
Bachelor of Arts (BA), Health Services Financial Administration
Prudential Financial April 2013 - Present
Prudential Financial February 2007 - April 2013
Intuit, Inc October 2003 - January 2007
ADP Retirement Services, Inc October 2002 - August 2003
Arthur Andersen LLP January 1999 - January 2002
Principal Financial Group January 1997 - January 1999
Skills
Financial Services, Insurance, Risk Management, Employee Benefits, Fixed Annuities, Finance, Marketing, Marketing Communications, Securities, Marketing Strategy, Project Management, Business Analysis, Variable Annuities, Management, Product Management, Program Management, Sales, Business Development, Financial Planners, Product Development, Direct Marketing, Mutual Funds, Investments
Education
The University of Connecticut 1995 — 1997
Master of Business Administration (MBA), Finance and Accounting
Marywood University 1991 — 1995
Bachelor of Arts (BA), Health Services Financial Administration
Doug Stubbs Doug Stubbs's Principal Financial Group Experience February 2006 - March 2009
Job Front End Web Developer and Experienced Desktop Support
Industry Insurance
Experience
TMC Transportation September 2015 - Present
Nationwide Insurance May 2010 - September 2015
Pioneer Hibred July 2009 - May 2010
Principal Financial Group February 2006 - March 2009
Wells Fargo December 2004 - February 2005
Farm Bureau Financial Services November 2003 - November 2004
Skills
CSS, HTML5, JavaScript, Bootstrap, SharePoint, Python, Java, Powershell, Process Improvement, Requirements Analysis, Disaster Recovery, ITIL, Software Documentation, Analysis, Business Process..., Call Centers, Microsoft Office, Customer Service, Active Directory, Windows, Training
Education
Udacity 2015 — 2016
nanoDegree, Front End Web Developer
Marshalltown Community College 1999 — 2000
Associate's degree
TMC Transportation September 2015 - Present
Nationwide Insurance May 2010 - September 2015
Pioneer Hibred July 2009 - May 2010
Principal Financial Group February 2006 - March 2009
Wells Fargo December 2004 - February 2005
Farm Bureau Financial Services November 2003 - November 2004
Skills
CSS, HTML5, JavaScript, Bootstrap, SharePoint, Python, Java, Powershell, Process Improvement, Requirements Analysis, Disaster Recovery, ITIL, Software Documentation, Analysis, Business Process..., Call Centers, Microsoft Office, Customer Service, Active Directory, Windows, Training
Education
Udacity 2015 — 2016
nanoDegree, Front End Web Developer
Marshalltown Community College 1999 — 2000
Associate's degree
Steve Gauerke Steve Gauerke's Principal Financial Group Experience September 2007 - February 2009
Job Information Delivery at DuPont Pioneer
Industry Farming
Experience
DuPont Pioneer May 2012 - Present
Nationwide Insurance February 2009 - May 2012
Principal Financial Group September 2007 - February 2009
Skills
Agriculture, Agribusiness, Agronomy, Crop Protection, Farms, Horticulture, Sustainable Agriculture, Biotechnology, Vegetables, Strategic Planning, Genetics, Microsoft Excel, Business Analysis, Business Intelligence, Predictive Analytics, SAP, SAP BW, MicroStrategy Reporting, Teradata, Reporting & Analysis, Data Analysis, Business Process..., Customer Service, Process Improvement, Risk Management
Education
Luther College 1991 — 1995
DuPont Pioneer May 2012 - Present
Nationwide Insurance February 2009 - May 2012
Principal Financial Group September 2007 - February 2009
Skills
Agriculture, Agribusiness, Agronomy, Crop Protection, Farms, Horticulture, Sustainable Agriculture, Biotechnology, Vegetables, Strategic Planning, Genetics, Microsoft Excel, Business Analysis, Business Intelligence, Predictive Analytics, SAP, SAP BW, MicroStrategy Reporting, Teradata, Reporting & Analysis, Data Analysis, Business Process..., Customer Service, Process Improvement, Risk Management
Education
Luther College 1991 — 1995
Jerry Edwards's Principal Financial Group Experience 2006 - 2008
Job Fulltime School Counselor. Parttime Marketer.
Industry Primary/Secondary Education
Experience
Galveston ISD June 2015 - Present
Galveston ISD 2010 - June 2015
Santa Fe High School August 2009 - June 2010
Nationwide Insurance 2008 - 2009
Principal Financial Group 2006 - 2008
PEMCO Insurance 2001 - 2006
Midas International 1996 - 2001
FedEx Office 1994 - 1996
Edward Jones 1992 - 1994
United States Air Force 1981 - 1992
Skills
Mathematics, Technology, Engineering, Science, Microsoft Office, Insurance, Term Life Insurance, Whole Life, Property & Casualty..., Teaching, Engineering Management, Numerology, Life Insurance, STEM, Sales, Analysis, Coaching, Consulting, Curriculum Design, Customer Retention, Customer Service, Data Analysis, Employee Benefits, Employee Training, Finance, Instructional Design, Investments, Leadership, Leadership Development, Marketing, Microsoft Word, Project Management, Management, New Business Development, Networking, Business Development, Team Building, Sales Management, Time Management, Team Leadership, Process Improvement, Budgets, Staff Development, Cross-functional Team..., Strategy, Social Networking, Program Management, Negotiation, Policy, Training
Education
U.S. Air Force Institute of Technology 1987 — 1988
M.S., Systems Management
Louisiana Tech University 1982 — 1983
B.S., Electrical Engineering
Pacific University 1977 — 1981
B.S., Physics
Frankfurt American High School 1974 — 1977
High School Diploma, High School/Secondary Diplomas and Certificates
Galveston ISD June 2015 - Present
Galveston ISD 2010 - June 2015
Santa Fe High School August 2009 - June 2010
Nationwide Insurance 2008 - 2009
Principal Financial Group 2006 - 2008
PEMCO Insurance 2001 - 2006
Midas International 1996 - 2001
FedEx Office 1994 - 1996
Edward Jones 1992 - 1994
United States Air Force 1981 - 1992
Skills
Mathematics, Technology, Engineering, Science, Microsoft Office, Insurance, Term Life Insurance, Whole Life, Property & Casualty..., Teaching, Engineering Management, Numerology, Life Insurance, STEM, Sales, Analysis, Coaching, Consulting, Curriculum Design, Customer Retention, Customer Service, Data Analysis, Employee Benefits, Employee Training, Finance, Instructional Design, Investments, Leadership, Leadership Development, Marketing, Microsoft Word, Project Management, Management, New Business Development, Networking, Business Development, Team Building, Sales Management, Time Management, Team Leadership, Process Improvement, Budgets, Staff Development, Cross-functional Team..., Strategy, Social Networking, Program Management, Negotiation, Policy, Training
Education
U.S. Air Force Institute of Technology 1987 — 1988
M.S., Systems Management
Louisiana Tech University 1982 — 1983
B.S., Electrical Engineering
Pacific University 1977 — 1981
B.S., Physics
Frankfurt American High School 1974 — 1977
High School Diploma, High School/Secondary Diplomas and Certificates
Darrin Dowell Darrin Dowell's Principal Financial Group Experience February 2015 - Present
Job Intrapreneur at Principal Financial Group
Industry Computer Software
Experience
Principal Financial Group February 2015 - Present
Wells Fargo May 2013 - January 2015
Wells Fargo October 2003 - April 2013
QCI October 2002 - October 2003
Principal Financial Group August 2000 - October 2002
Skills
Java, JavaScript, Struts, jQuery, Web Services, Axis, SQL, Eclipse, HTML, Unix, CSS, Java Enterprise Edition, Requirements Analysis, SDLC, Tomcat, SharePoint, Software Development, Agile Project Management, Agile Methodologies, Web Applications, Software Project...
Education
Luther College
Bachelor of Arts, Management of Information Systems
University of Iowa
Masters of Business Administration
Principal Financial Group February 2015 - Present
Wells Fargo May 2013 - January 2015
Wells Fargo October 2003 - April 2013
QCI October 2002 - October 2003
Principal Financial Group August 2000 - October 2002
Skills
Java, JavaScript, Struts, jQuery, Web Services, Axis, SQL, Eclipse, HTML, Unix, CSS, Java Enterprise Edition, Requirements Analysis, SDLC, Tomcat, SharePoint, Software Development, Agile Project Management, Agile Methodologies, Web Applications, Software Project...
Education
Luther College
Bachelor of Arts, Management of Information Systems
University of Iowa
Masters of Business Administration
Amy Pfeifer Amy Pfeifer's Principal Financial Group Experience August 2005 - Present
Job Learning & Development Analyst at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group August 2005 - Present
Skills
Insurance, Onboarding, Performance Management, Training, Leadership Development, Coaching, Leadership, Organizational..., Employee Engagement, Microsoft Office
Education
Drake University 2013 — 2015
Master of Education (M.Ed.), Leadership and Development
Luther College 2000 — 2004
Bachelor of Arts (B.A.), Physics & Art
Principal Financial Group August 2005 - Present
Skills
Insurance, Onboarding, Performance Management, Training, Leadership Development, Coaching, Leadership, Organizational..., Employee Engagement, Microsoft Office
Education
Drake University 2013 — 2015
Master of Education (M.Ed.), Leadership and Development
Luther College 2000 — 2004
Bachelor of Arts (B.A.), Physics & Art
Rachel Jungwirth Rachel Jungwirth's Principal Financial Group Experience January 2014 - Present
Job NonMed. Group Benefits Sales Representative
Industry Insurance
Experience
Principal Financial Group January 2014 - Present
Principal Financial Group June 2013 - January 2014
Fastenal June 2011 - May 2013
Fastenal May 2012 - August 2012
Skills
Time Management, Public Speaking, Teamwork, Customer Service, Sales, Event Planning, Event Management, Team Leadership, Marketing, Research, Social Media
Education
Luther College 2009 — 2013
Bachelor of Arts, Business Management & Communication Studies
Cotter High School 2005 — 2009
High School Diploma, College Prep
Principal Financial Group January 2014 - Present
Principal Financial Group June 2013 - January 2014
Fastenal June 2011 - May 2013
Fastenal May 2012 - August 2012
Skills
Time Management, Public Speaking, Teamwork, Customer Service, Sales, Event Planning, Event Management, Team Leadership, Marketing, Research, Social Media
Education
Luther College 2009 — 2013
Bachelor of Arts, Business Management & Communication Studies
Cotter High School 2005 — 2009
High School Diploma, College Prep
Kwasi Yeboah Kwasi Yeboah's Principal Financial Group Experience September 2015 - Present
Job Assistant Director IT at Principal Financial Group
Industry Computer Software
Experience
Principal Financial Group September 2015 - Present
Principal Financial Group April 2008 - September 2015
Principal Financial Group June 2001 - March 2008
Skills
SDLC, SOA, Software Project..., Scrum, T-SQL, Java Enterprise Edition, Business Intelligence, WebSphere Application..., XML, Agile & Waterfall..., XSLT, SOAP, Business Objects, Resource Management, Informatica, Oracle Fusion Apps, REST, Leadership, Maven
Education
University of Iowa - Henry B. Tippie College of Business 2003 — 2006
MBA
Luther College 1997 — 2001
BA, Computer Science
Principal Financial Group September 2015 - Present
Principal Financial Group April 2008 - September 2015
Principal Financial Group June 2001 - March 2008
Skills
SDLC, SOA, Software Project..., Scrum, T-SQL, Java Enterprise Edition, Business Intelligence, WebSphere Application..., XML, Agile & Waterfall..., XSLT, SOAP, Business Objects, Resource Management, Informatica, Oracle Fusion Apps, REST, Leadership, Maven
Education
University of Iowa - Henry B. Tippie College of Business 2003 — 2006
MBA
Luther College 1997 — 2001
BA, Computer Science
David Wilke, CFP, CLU, ChFC David Wilke, CFP, CLU, ChFC's Principal Financial Group Experience 2005 - Present
Job Financial Services Representative, Investment Adviser Representative, and Princor Registered Representative
Industry Investment Management
Experience
Principal Financial Group 2005 - Present
Skills
Investments, Asset Management, Portfolio Management, Equities, Mutual Funds, Asset Allocation, Investment Strategies, Fixed Income, Wealth Management, Alternative Investments, Valuation, Investment Advisory, Retirement Planning
Education
Mercer University
Bachelor of Science (BS), Finance/Economics
Oglethorpe University
Certified Financial Planner (CFP)
Principal Financial Group 2005 - Present
Skills
Investments, Asset Management, Portfolio Management, Equities, Mutual Funds, Asset Allocation, Investment Strategies, Fixed Income, Wealth Management, Alternative Investments, Valuation, Investment Advisory, Retirement Planning
Education
Mercer University
Bachelor of Science (BS), Finance/Economics
Oglethorpe University
Certified Financial Planner (CFP)
David Sorensen David Sorensen's Principal Financial Group Experience April 2008 - March 2010
Job Associate, Mercer
Industry Insurance
Experience
Mercer November 2014 - Present
Businessolver April 2010 - November 2014
Principal Financial Group April 2008 - March 2010
Marsh January 2001 - March 2008
Principal Financial Group September 1993 - January 2001
Skills
Employee Benefits, Defined Benefit, CRM, Pensions, Defined Contribution, Insurance, Benefits Administration, Health Insurance, Vendor Management, Process Improvement, Account Management, Call Centers, HRIS, Business Analysis, Salesforce.com
Education
Luther College 1989 — 1993
Bachelor of Arts (B.A.), Business Management
Mercer November 2014 - Present
Businessolver April 2010 - November 2014
Principal Financial Group April 2008 - March 2010
Marsh January 2001 - March 2008
Principal Financial Group September 1993 - January 2001
Skills
Employee Benefits, Defined Benefit, CRM, Pensions, Defined Contribution, Insurance, Benefits Administration, Health Insurance, Vendor Management, Process Improvement, Account Management, Call Centers, HRIS, Business Analysis, Salesforce.com
Education
Luther College 1989 — 1993
Bachelor of Arts (B.A.), Business Management
Gosia Telichowska's Principal Financial Group Experience November 2014 - Present
Job Princor Registered Representative, Financial Representative at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group November 2014 - Present
Gate 3, LLC January 2011 - November 2014
MullinTBG 2005 - 2007
Leo Burnett 2003 - 2004
Skills
401 (k), 403 (b), SEP &..., Annuities (Variable &..., Asset Allocation, Business Continuation..., Business Overhead..., Buy-Sell Agreements, Buy-Sell Review, Charitable Giving, College Funding..., Deferred Compensation..., Disability Income..., Estate Planning, Executive Benefits..., Financial Needs Analysis, Income Protection, Informal Business..., IRAs (Traditional &..., Key Person Insurance, Long-Term Care Insurance, Mutual Funds, Pension Plans, Salary Continuation, Series 6 & 63..., Split Dollar Plans, Supplemental Retirement..., Survivor Income, Tax-Deferred Savings, Term Life Insurance, Universal Life Insurance, Wealth Accumulation
Education
University of Illinois at Urbana-Champaign - College of Business 1998 — 2003
Bachelor of Science (B.S.), Finance
Instituto Tecnológico y de Estudios Superiores de Monterrey / ITESM 2002 — 2003
Spanish Language and Literature
Macquarie University 2001 — 2001
International Student Exchange Program
Principal Financial Group November 2014 - Present
Gate 3, LLC January 2011 - November 2014
MullinTBG 2005 - 2007
Leo Burnett 2003 - 2004
Skills
401 (k), 403 (b), SEP &..., Annuities (Variable &..., Asset Allocation, Business Continuation..., Business Overhead..., Buy-Sell Agreements, Buy-Sell Review, Charitable Giving, College Funding..., Deferred Compensation..., Disability Income..., Estate Planning, Executive Benefits..., Financial Needs Analysis, Income Protection, Informal Business..., IRAs (Traditional &..., Key Person Insurance, Long-Term Care Insurance, Mutual Funds, Pension Plans, Salary Continuation, Series 6 & 63..., Split Dollar Plans, Supplemental Retirement..., Survivor Income, Tax-Deferred Savings, Term Life Insurance, Universal Life Insurance, Wealth Accumulation
Education
University of Illinois at Urbana-Champaign - College of Business 1998 — 2003
Bachelor of Science (B.S.), Finance
Instituto Tecnológico y de Estudios Superiores de Monterrey / ITESM 2002 — 2003
Spanish Language and Literature
Macquarie University 2001 — 2001
International Student Exchange Program
Mary Hoskins's Principal Financial Group Experience April 2002 - December 2010
Job Senior New Business Specialist at Assurant Employee Benefits
Industry Insurance
Experience
Assurant Employee Benefits April 2011 - Present
Principal Financial Group April 2002 - December 2010
Greater Kansas City Apartment Guide 1999 - 2002
Marriott Hotels 1994 - 1999
Skills
Employee Benefits, Underwriting, Management, Insurance, Sales, Customer Service, Marketing, Customer Satisfaction, Budgets, Health Insurance, Disability Insurance, CRM, Sales Management, Human Resources, Microsoft Excel, Life Insurance, Brokers, Account Management, Benefits Administration
Education
Luther College 1989 — 1993
Bachelor of Arts, Communications
Davenport Central
Assurant Employee Benefits April 2011 - Present
Principal Financial Group April 2002 - December 2010
Greater Kansas City Apartment Guide 1999 - 2002
Marriott Hotels 1994 - 1999
Skills
Employee Benefits, Underwriting, Management, Insurance, Sales, Customer Service, Marketing, Customer Satisfaction, Budgets, Health Insurance, Disability Insurance, CRM, Sales Management, Human Resources, Microsoft Excel, Life Insurance, Brokers, Account Management, Benefits Administration
Education
Luther College 1989 — 1993
Bachelor of Arts, Communications
Davenport Central
Jill Sellers's Principal Financial Group Experience October 2010 - December 2012
Job Publications for ABA Missions Office
Industry Religious Institutions
Experience
American Baptist Association June 2012 - Present
Principal Financial Group October 2010 - December 2012
Principal Financial Group 2005 - 2010
Skills
Series 7
Education
Louisiana Tech University 1983 — 1987
Bachelors, English Education
American Baptist Association June 2012 - Present
Principal Financial Group October 2010 - December 2012
Principal Financial Group 2005 - 2010
Skills
Series 7
Education
Louisiana Tech University 1983 — 1987
Bachelors, English Education
Cherise Schrader Cherise Schrader's Principal Financial Group Experience June 1990 - November 2007
Job CNA at Department of Veterans Affairs
Industry Government Administration
Experience
Department of Veterans Affairs September 2012 - Present
Wesley The Village June 2010 - August 2012
Principal Financial Group June 1990 - November 2007
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, Customer Service, PowerPoint, Outlook, Healthcare, Strategic Planning, Process Improvement, Leadership, Insurance, Team Building, Project Management, Event Planning, Data Analysis, Budgets, Management, Team Leadership, Sales, Coaching, Visio, Change Management, Program Management
Education
Melcher-Dallas High School 1987 — 1990
Mercy College of Health Sciences
Certified Nursing Assistant
Department of Veterans Affairs September 2012 - Present
Wesley The Village June 2010 - August 2012
Principal Financial Group June 1990 - November 2007
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, Customer Service, PowerPoint, Outlook, Healthcare, Strategic Planning, Process Improvement, Leadership, Insurance, Team Building, Project Management, Event Planning, Data Analysis, Budgets, Management, Team Leadership, Sales, Coaching, Visio, Change Management, Program Management
Education
Melcher-Dallas High School 1987 — 1990
Mercy College of Health Sciences
Certified Nursing Assistant
Doug Gumm Doug Gumm's Principal Financial Group Experience December 1975 - December 1998
Job IM Director U.S. Region at Pioneer HiBred International Inc
Industry Biotechnology
Experience
Pioneer Hi-Bred International Inc April 2011 - Present
Technology Assocation of Iowa 2007 - Present
FBL Financial Group, Inc. January 1999 - May 2011
Principal Financial Group December 1975 - December 1998
Skills
Leadership, Management, Enterprise Architecture, Project Management, E-commerce, Team Building, Networking, IT Operations, Telecommunications, Information Technology, Insurance, Process Improvement, Vendor Management
Education
Des Moines Area Community College 1974 — 1975
AAS Computer Programming
McPherson College
Pioneer Hi-Bred International Inc April 2011 - Present
Technology Assocation of Iowa 2007 - Present
FBL Financial Group, Inc. January 1999 - May 2011
Principal Financial Group December 1975 - December 1998
Skills
Leadership, Management, Enterprise Architecture, Project Management, E-commerce, Team Building, Networking, IT Operations, Telecommunications, Information Technology, Insurance, Process Improvement, Vendor Management
Education
Des Moines Area Community College 1974 — 1975
AAS Computer Programming
McPherson College
Krzysztof Karski's Principal Financial Group Experience 2005 - 2005
Job
Industry Information Technology and Services
Experience
Western Union May 2014 - Present
Conteligence, LLC February 2007 - Present
Rearden Commerce June 2011 - March 2014
BI Worldwide Limited February 2010 - February 2011
Target March 2008 - December 2009
Wells Fargo November 2007 - January 2008
State Farm Insurance 2007 - 2007
UnitedHealth Group 2006 - 2007
Carlson May 2004 - May 2005
Principal Financial Group 2005 - 2005
Skills
Agile Methodologies, XML, Websphere, Architecture, Java, RUP, UML, BPMN, SOA, Web Services, Enterprise Architecture, Software Development, Design Patterns, Enterprise Software, Software Engineering, .NET, SQL, Entrepreneurship, JUnit, Object Oriented Design, Business Analysis, Eclipse, Application Architecture, Integration, Scrum, REST, Distributed Systems, Requirements Analysis, SOAP
Education
University of St Thomas 2002 — 2003
M. S.
Macalester College 1997 — 2001
B. A.
American School of Warsaw 1994 — 1997
Western Union May 2014 - Present
Conteligence, LLC February 2007 - Present
Rearden Commerce June 2011 - March 2014
BI Worldwide Limited February 2010 - February 2011
Target March 2008 - December 2009
Wells Fargo November 2007 - January 2008
State Farm Insurance 2007 - 2007
UnitedHealth Group 2006 - 2007
Carlson May 2004 - May 2005
Principal Financial Group 2005 - 2005
Skills
Agile Methodologies, XML, Websphere, Architecture, Java, RUP, UML, BPMN, SOA, Web Services, Enterprise Architecture, Software Development, Design Patterns, Enterprise Software, Software Engineering, .NET, SQL, Entrepreneurship, JUnit, Object Oriented Design, Business Analysis, Eclipse, Application Architecture, Integration, Scrum, REST, Distributed Systems, Requirements Analysis, SOAP
Education
University of St Thomas 2002 — 2003
M. S.
Macalester College 1997 — 2001
B. A.
American School of Warsaw 1994 — 1997
Timothy Phelan, CPA's Principal Financial Group Experience 2010 - Present
Job Owner, T.J. PHELAN & ASSOCIATES, LLC
Industry Financial Services
Experience
Principal Financial Group 2010 - Present
T.J. PHELAN & ASSOCIATES, LLC 1992 - Present
ServiceMaster February 1989 - August 2007
Skills
Tax, Credit, Financial Analysis, Accounting, Small Business, Insurance, CPA, Investments, Tax Accounting, Tax Preparation, Bookkeeping, IRS, Start-ups, Payroll, Financial Services, Loans, Business Valuation, Strategic Financial..., Leadership, Strategic Planning, Cash Management, Finance
Education
Loyola University Chicago 1986 — 1988
MBA, Finance
Principal Financial Group 2010 - Present
T.J. PHELAN & ASSOCIATES, LLC 1992 - Present
ServiceMaster February 1989 - August 2007
Skills
Tax, Credit, Financial Analysis, Accounting, Small Business, Insurance, CPA, Investments, Tax Accounting, Tax Preparation, Bookkeeping, IRS, Start-ups, Payroll, Financial Services, Loans, Business Valuation, Strategic Financial..., Leadership, Strategic Planning, Cash Management, Finance
Education
Loyola University Chicago 1986 — 1988
MBA, Finance
Jerome Austriaco's Principal Financial Group Experience January 2009 - October 2012
Job General Dentist MultiPractice Owner at Aspen Dental
Industry Medical Practice
Experience
Aspen Dental December 2011 - Present
Palatine Complete Dental August 2005 - March 2013
Principal Financial Group January 2009 - October 2012
ClearChoice Dental Implant Centers September 2011 - January 2012
Morgan Stanley September 2006 - January 2009
UBS August 2005 - September 2006
Dental Care Professionals, Ltd. October 1988 - August 2005
Skills
Dentistry, Healthcare, Leadership, Team Building, Business Strategy, Practice Management, Strategic Planning, Healthcare Management, Marketing, Public Speaking, Entrepreneurship, Cross-functional Team..., Strategy, Management, Finance, Hospitals, Training, Leadership Development
Education
The University of Chicago - Booth School of Business 2004 — 2006
MBA
University of Illinois at Chicago 1984 — 1988
DDS
Loyola University of Chicago 1980 — 1984
Bachelor's Degree
Downers Grove North High School 1976 — 1980
Diploma
Aspen Dental December 2011 - Present
Palatine Complete Dental August 2005 - March 2013
Principal Financial Group January 2009 - October 2012
ClearChoice Dental Implant Centers September 2011 - January 2012
Morgan Stanley September 2006 - January 2009
UBS August 2005 - September 2006
Dental Care Professionals, Ltd. October 1988 - August 2005
Skills
Dentistry, Healthcare, Leadership, Team Building, Business Strategy, Practice Management, Strategic Planning, Healthcare Management, Marketing, Public Speaking, Entrepreneurship, Cross-functional Team..., Strategy, Management, Finance, Hospitals, Training, Leadership Development
Education
The University of Chicago - Booth School of Business 2004 — 2006
MBA
University of Illinois at Chicago 1984 — 1988
DDS
Loyola University of Chicago 1980 — 1984
Bachelor's Degree
Downers Grove North High School 1976 — 1980
Diploma
Ann Amoh's Principal Financial Group Experience February 2006 - July 2006
Job Consultant
Industry Information Technology and Services
Experience
CGI Federal March 2008 - Present
Chemonics International September 2007 - December 2007
Fannie Mae November 2006 - June 2007
Principal Financial Group February 2006 - July 2006
Skills
Requirements Analysis, Business Analysis, SDLC, Program Management, Integration, Requirements Gathering, Software Project..., Project Management, IT Strategy, Business Process..., Business Intelligence, Visio, Consulting, Software Development..., User Acceptance Testing, Change Management
Education
Luther College 2001 — 2005
Management Information Systems, Information Technology
CGI Federal March 2008 - Present
Chemonics International September 2007 - December 2007
Fannie Mae November 2006 - June 2007
Principal Financial Group February 2006 - July 2006
Skills
Requirements Analysis, Business Analysis, SDLC, Program Management, Integration, Requirements Gathering, Software Project..., Project Management, IT Strategy, Business Process..., Business Intelligence, Visio, Consulting, Software Development..., User Acceptance Testing, Change Management
Education
Luther College 2001 — 2005
Management Information Systems, Information Technology
Harini Venkatesan's Principal Financial Group Experience September 2002 - June 2003
Job Claims Staff Analyst at Allstate Insurance
Industry Insurance
Experience
Allstate Insurance November 2010 - Present
Allstate Insurance Company October 2008 - February 2011
Allstate Insurance Company November 2006 - September 2008
Benedictine University August 2006 - December 2006
Miami University August 2005 - May 2006
Principal Financial Group September 2002 - June 2003
Skills
Data Analysis, Property & Casualty..., Insurance, SAS, Risk Management, Analysis, Business Analysis, Access, SDLC, Process Improvement, Actuarial Science, Predictive Modeling, Analytics, Data Mining, Requirements Gathering, Microsoft Excel, Statistical Modeling, Statistics, Leadership, SAS programming, Financial Analysis, Predictive Analytics, Data Warehousing, Time Series Analysis, Tableau
Education
Miami University 2000 — 2002
M.S, Mathematics & Statistics
Madras Christian College 1998 — 2000
Masters, Mathematics
Madras Christian College 1995 — 1998
Bachelors, Mathematics
Allstate Insurance November 2010 - Present
Allstate Insurance Company October 2008 - February 2011
Allstate Insurance Company November 2006 - September 2008
Benedictine University August 2006 - December 2006
Miami University August 2005 - May 2006
Principal Financial Group September 2002 - June 2003
Skills
Data Analysis, Property & Casualty..., Insurance, SAS, Risk Management, Analysis, Business Analysis, Access, SDLC, Process Improvement, Actuarial Science, Predictive Modeling, Analytics, Data Mining, Requirements Gathering, Microsoft Excel, Statistical Modeling, Statistics, Leadership, SAS programming, Financial Analysis, Predictive Analytics, Data Warehousing, Time Series Analysis, Tableau
Education
Miami University 2000 — 2002
M.S, Mathematics & Statistics
Madras Christian College 1998 — 2000
Masters, Mathematics
Madras Christian College 1995 — 1998
Bachelors, Mathematics
Jim Pech's Principal Financial Group Experience 2006 - Present
Job Business Development Manager, Principal Bank
Industry Banking
Experience
Principal Bank January 2006 - Present
Principal Financial Group 2006 - Present
Education
Luther College 1974 — 1978
Principal Bank January 2006 - Present
Principal Financial Group 2006 - Present
Education
Luther College 1974 — 1978
Jan Colton's Principal Financial Group Experience 1990 - 1993
Job Business Consultant/Program Coordinator
Industry Marketing and Advertising
Experience
BBDO 2008 - 2010
Allstate Financial Services May 2007 - May 2008
CIRCLEPRINTERS (ex Quebecor) 2004 - 2004
US Department of Commerce 2000 - 2003
Lamere Consulting Chicago 1996 - 2003
NGN-Consulting 1997 - 2001
Chicago Park District 1998 - 1999
City of Chicago 1998 - 1999
Kraft Foods 1993 - 1998
Principal Financial Group 1990 - 1993
Skills
Social Media, Event Planning, Management, Leadership, Microsoft Office, Customer Service, Public Speaking, Public Relations, Community Outreach, PowerPoint, Strategic Planning, Team Building
Education
Loyola University Chicago 1987 — 1991
BA, Communications, Public Relations/Journalism
North Park University 1997 — 1999
MBA, Marketing and Organizational Development
University of Michigan 1983 — 1985
Communication/History
BBDO 2008 - 2010
Allstate Financial Services May 2007 - May 2008
CIRCLEPRINTERS (ex Quebecor) 2004 - 2004
US Department of Commerce 2000 - 2003
Lamere Consulting Chicago 1996 - 2003
NGN-Consulting 1997 - 2001
Chicago Park District 1998 - 1999
City of Chicago 1998 - 1999
Kraft Foods 1993 - 1998
Principal Financial Group 1990 - 1993
Skills
Social Media, Event Planning, Management, Leadership, Microsoft Office, Customer Service, Public Speaking, Public Relations, Community Outreach, PowerPoint, Strategic Planning, Team Building
Education
Loyola University Chicago 1987 — 1991
BA, Communications, Public Relations/Journalism
North Park University 1997 — 1999
MBA, Marketing and Organizational Development
University of Michigan 1983 — 1985
Communication/History
Vikas Agarwal's Principal Financial Group Experience 2002 - 2004
Job Director, Digital Platform at Wolters Kluwer
Industry Publishing
Experience
Wolters Kluwer October 2014 - Present
Pearson September 2010 - October 2014
WebMD July 2006 - September 2010
Cognizant Technology Solutions 2005 - 2006
Citigroup 2004 - 2005
Principal Financial Group 2002 - 2004
Skills
Software Development, Agile Methodologies, SOA, SDLC, Software Project..., Agile Project Management, Scrum, Web Services, Software Design, Vendor Management, Solution Architecture, Java Enterprise Edition, Java, Mobile Applications, Web Applications, Enterprise Architecture, REST, Web Development, Unix, Integration, Business Analysis, SQL, Database Design, Oracle, IT Strategy, Team Management, Application Architecture, Technical Leadership, Scalability, Test Driven Development, Architectures, Cloud Computing, Architecture, Databases, IT Management, Continuous Integration, Software Quality..., Test Automation, Creative Problem Solving, SaaS, Quality Assurance, Process Improvement, Cross-functional Team..., Content Strategy
Education
Western Illinois University 1999 — 2001
Masters, Computer Science
Maharashtra Institute of Technology 1995 — 1998
BS, E & TC
Wolters Kluwer October 2014 - Present
Pearson September 2010 - October 2014
WebMD July 2006 - September 2010
Cognizant Technology Solutions 2005 - 2006
Citigroup 2004 - 2005
Principal Financial Group 2002 - 2004
Skills
Software Development, Agile Methodologies, SOA, SDLC, Software Project..., Agile Project Management, Scrum, Web Services, Software Design, Vendor Management, Solution Architecture, Java Enterprise Edition, Java, Mobile Applications, Web Applications, Enterprise Architecture, REST, Web Development, Unix, Integration, Business Analysis, SQL, Database Design, Oracle, IT Strategy, Team Management, Application Architecture, Technical Leadership, Scalability, Test Driven Development, Architectures, Cloud Computing, Architecture, Databases, IT Management, Continuous Integration, Software Quality..., Test Automation, Creative Problem Solving, SaaS, Quality Assurance, Process Improvement, Cross-functional Team..., Content Strategy
Education
Western Illinois University 1999 — 2001
Masters, Computer Science
Maharashtra Institute of Technology 1995 — 1998
BS, E & TC
Shyam Chilakamarri's Principal Financial Group Experience October 2008 - March 2010
Job Interface Manager at S2Tech Inc
Industry Information Technology and Services
Experience
S2Tech February 2013 - Present
S2Tech November 2012 - February 2013
S2Tech Inc July 2012 - November 2012
S2Tech October 2009 - June 2012
Principal Financial Group October 2008 - March 2010
S2Tech December 2002 - September 2008
HCL Perot Systems 2000 - 2002
Skills
IBM Mainframe, COBOL, DB2, CICS, VSAM,..., IBM Mainframe Utilities, Visual Basic, SDLC, JCL, Mainframe, Requirements Analysis, Software Project..., Business Analysis, Requirements Gathering, Resource Management, PMP, Fileaid, Vendor Management, Easytrieve, COBOL, Visio, CMMI, Global Delivery, DB2, Agile Methodologies, Business Requirements, Testing, ETL, MS Project, Integration, Software Development, Software Documentation, Systems Analysis, Quality Assurance, Project Portfolio..., SQL, Business Process, Data Warehousing, PMO, People Skills, Unix, User Acceptance Testing, Team Leadership, Scrum, SharePoint, Project Management, Program Management, Microsoft Project
Education
Mangalore University 1995 — 1997
MTech, Industrial Pollution Control
Regional Engineering College, Jalandhar 1991 — 1995
Bachelor of Technology (B.Tech.), Structural Engineering & Construction Management, A
S2Tech February 2013 - Present
S2Tech November 2012 - February 2013
S2Tech Inc July 2012 - November 2012
S2Tech October 2009 - June 2012
Principal Financial Group October 2008 - March 2010
S2Tech December 2002 - September 2008
HCL Perot Systems 2000 - 2002
Skills
IBM Mainframe, COBOL, DB2, CICS, VSAM,..., IBM Mainframe Utilities, Visual Basic, SDLC, JCL, Mainframe, Requirements Analysis, Software Project..., Business Analysis, Requirements Gathering, Resource Management, PMP, Fileaid, Vendor Management, Easytrieve, COBOL, Visio, CMMI, Global Delivery, DB2, Agile Methodologies, Business Requirements, Testing, ETL, MS Project, Integration, Software Development, Software Documentation, Systems Analysis, Quality Assurance, Project Portfolio..., SQL, Business Process, Data Warehousing, PMO, People Skills, Unix, User Acceptance Testing, Team Leadership, Scrum, SharePoint, Project Management, Program Management, Microsoft Project
Education
Mangalore University 1995 — 1997
MTech, Industrial Pollution Control
Regional Engineering College, Jalandhar 1991 — 1995
Bachelor of Technology (B.Tech.), Structural Engineering & Construction Management, A
kate swenson's Principal Financial Group Experience
Job Document specialist at Principal Financial Group
Industry Insurance
Experience
Principal Financial Group
Skills
Software Documentation, SDLC, SharePoint, 401k, Access, Visio, Insurance
Education
Luther College 1987 — 1991
Luther College 1987 — 1991
ba, spanish
Principal Financial Group
Skills
Software Documentation, SDLC, SharePoint, 401k, Access, Visio, Insurance
Education
Luther College 1987 — 1991
Luther College 1987 — 1991
ba, spanish
Robin Teetshorn's Principal Financial Group Experience May 1986 - September 2002
Job Credit Risk Analytics Consultant/VP at Wells Fargo Home Mortgage
Industry Financial Services
Experience
Wells Fargo February 2005 - Present
Principal Financial Group May 1986 - September 2002
Skills
Credit Risk, Risk Management, Business Continuity..., Basel Compliance, Project Management, Microsoft Office, Documentation, Team Leadership, Team Management, Project Planning, Coaching, Customer Service, Credit, Analysis, Call Center
Education
Luther College 1975 — 1979
BA
Wells Fargo February 2005 - Present
Principal Financial Group May 1986 - September 2002
Skills
Credit Risk, Risk Management, Business Continuity..., Basel Compliance, Project Management, Microsoft Office, Documentation, Team Leadership, Team Management, Project Planning, Coaching, Customer Service, Credit, Analysis, Call Center
Education
Luther College 1975 — 1979
BA
Dawn Van Dyck's Principal Financial Group Experience December 1999 - June 2003
Job Regional Vice President at Guardian Retirement Solutions
Industry Financial Services
Experience
Guardian Retirement Solutions May 2015 - Present
Guardian Retirement Solutions June 2013 - Present
Guardian Life Insurance Company January 2003 - June 2013
Principal Financial Group December 1999 - June 2003
Skills
401k, Mutual Funds, Retirement, Retirement Planning, Series 6, Fixed Annuities, Investments, Asset Allocation, Defined Benefit, Pensions, Wealth Management, Securities, Financial Services, Strategic Financial..., IRAs, ERISA, Insurance, Life Insurance, Employee Benefits, Relationship Management, FINRA, Series 63
Education
MacCormac College
Guardian Retirement Solutions May 2015 - Present
Guardian Retirement Solutions June 2013 - Present
Guardian Life Insurance Company January 2003 - June 2013
Principal Financial Group December 1999 - June 2003
Skills
401k, Mutual Funds, Retirement, Retirement Planning, Series 6, Fixed Annuities, Investments, Asset Allocation, Defined Benefit, Pensions, Wealth Management, Securities, Financial Services, Strategic Financial..., IRAs, ERISA, Insurance, Life Insurance, Employee Benefits, Relationship Management, FINRA, Series 63
Education
MacCormac College
Tim Fenbert's Principal Financial Group Experience 2008 - 2012
Job Managing Director at Moody Capital Solutions, Inc
Industry Investment Banking
Experience
Moody Capital Solutions, Inc August 2014 - Present
Southern States Regional Center 2013 - July 2014
Principal Financial Group 2008 - 2012
Katima Development Company 2002 - 2008
CyberStarts Incubator 1998 - 2002
Sedgwick 1990 - 1998
Alexander and Alexander, Inc. 1985 - 1990
Skills
Commercial Real Estate, Economic Development, Mezzanine Financing, Private Equity, Business Development..., Sales, Account Management, Entrepreneurship, Business Development, Contract Negotiation, Consulting, Direct Sales, Strategy, Start-ups, Process Improvement, Management Consulting, Venture Capital, CRM, Due Diligence, Management, Investment Banking, Budgets, Equities
Education
Mercer University 1991 — 1993
Master of Business Administration (MBA)
Ohio Northern University 1984 — 1986
Bachelor of Business Administration (B.B.A.), Finance
Moody Capital Solutions, Inc August 2014 - Present
Southern States Regional Center 2013 - July 2014
Principal Financial Group 2008 - 2012
Katima Development Company 2002 - 2008
CyberStarts Incubator 1998 - 2002
Sedgwick 1990 - 1998
Alexander and Alexander, Inc. 1985 - 1990
Skills
Commercial Real Estate, Economic Development, Mezzanine Financing, Private Equity, Business Development..., Sales, Account Management, Entrepreneurship, Business Development, Contract Negotiation, Consulting, Direct Sales, Strategy, Start-ups, Process Improvement, Management Consulting, Venture Capital, CRM, Due Diligence, Management, Investment Banking, Budgets, Equities
Education
Mercer University 1991 — 1993
Master of Business Administration (MBA)
Ohio Northern University 1984 — 1986
Bachelor of Business Administration (B.B.A.), Finance
Laura Omann's Principal Financial Group Experience May 2001 - October 2004
Job Manager, Technical Professional Services at Wolters Kluwer Financial Services
Industry Financial Services
Experience
Wolters Kluwer Financial Services May 2012 - Present
Wolters Kluwer Financial Services November 2004 - April 2012
Wolters Kluwer Financial Services November 2004 - January 2006
Principal Financial Group May 2001 - October 2004
Skills
Software Documentation, Business Analysis, Testing, Software Development, Financial Services, Proposal Writing, CRM, Analysis, Consulting, SDLC, Requirements Analysis, Leadership, Requirements Gathering, Coaching, Resource Management, Performance Management, Team Leadership, Software Implementation, SQL, Microsoft SQL Server, Management, Professional Services
Education
St. Cloud State University 2003 — 2008
MA of Science, Information Media: Instructional Design & Training
St. Cloud State University 2003 — 2004
E-Learning Graduate Certificate, E-Learning
St. Cloud State University 2003 — 2004
Instructional Technology Graduate Certificate, Instructional Design
Luther College 1997 — 2001
BA, MIS, Communications
Wolters Kluwer Financial Services May 2012 - Present
Wolters Kluwer Financial Services November 2004 - April 2012
Wolters Kluwer Financial Services November 2004 - January 2006
Principal Financial Group May 2001 - October 2004
Skills
Software Documentation, Business Analysis, Testing, Software Development, Financial Services, Proposal Writing, CRM, Analysis, Consulting, SDLC, Requirements Analysis, Leadership, Requirements Gathering, Coaching, Resource Management, Performance Management, Team Leadership, Software Implementation, SQL, Microsoft SQL Server, Management, Professional Services
Education
St. Cloud State University 2003 — 2008
MA of Science, Information Media: Instructional Design & Training
St. Cloud State University 2003 — 2004
E-Learning Graduate Certificate, E-Learning
St. Cloud State University 2003 — 2004
Instructional Technology Graduate Certificate, Instructional Design
Luther College 1997 — 2001
BA, MIS, Communications
Dan Burgett's Principal Financial Group Experience 1997 - 2001
Job Estate and Business Planning Consultant at The Hartford
Industry Financial Services
Experience
The Hartford 2001 - Present
Principal Financial Group 1997 - 2001
Education
Menlo College 1991 — 1993
BA, Business Management
The Hartford 2001 - Present
Principal Financial Group 1997 - 2001
Education
Menlo College 1991 — 1993
BA, Business Management
Toby O'Berry's Principal Financial Group Experience April 2002 - September 2008
Job Director of Operations, Iowa Homeless Youth Centers
Industry Nonprofit Organization Management
Experience
Iowa Homeless Youth Centers September 2013 - Present
Iowa Homeless Youth Centers September 2012 - Present
Cyclone Property May 2002 - September 2012
Principal Financial Group April 2002 - September 2008
Skills
Investments, Portfolio Management, Risk Management, Corporate Finance, Financial Reporting, Budgets, Strategy, Fundraising, Leadership, Finance, Community Outreach, Event Planning, Nonprofits, Program Development, Strategic Planning, Public Speaking
Education
University of Denver - Daniels College of Business 1998 — 2000
MBA, Finance and Real Estate
Luther College 1994 — 1997
BA, Management and Economics
Iowa Homeless Youth Centers September 2013 - Present
Iowa Homeless Youth Centers September 2012 - Present
Cyclone Property May 2002 - September 2012
Principal Financial Group April 2002 - September 2008
Skills
Investments, Portfolio Management, Risk Management, Corporate Finance, Financial Reporting, Budgets, Strategy, Fundraising, Leadership, Finance, Community Outreach, Event Planning, Nonprofits, Program Development, Strategic Planning, Public Speaking
Education
University of Denver - Daniels College of Business 1998 — 2000
MBA, Finance and Real Estate
Luther College 1994 — 1997
BA, Management and Economics
Joe Neal St. Romain's Principal Financial Group Experience May 2012 - Present
Job Insurance and Investments
Industry Insurance
Experience
Principal Financial Group May 2012 - Present
Principal Financial Group March 1989 - Present
Skills
Mutual Funds, Retirement Planning, Customer Service, Account Management, Life Insurance, Strategic Financial..., Sales, Fixed Annuities, Investments, Disability Insurance, Variable Annuities
Education
L.S.U. 1977 — 1980
B.S., Finance
L.S.U. 1976 — 1980
Business Administration and Management, General
Principal Financial Group May 2012 - Present
Principal Financial Group March 1989 - Present
Skills
Mutual Funds, Retirement Planning, Customer Service, Account Management, Life Insurance, Strategic Financial..., Sales, Fixed Annuities, Investments, Disability Insurance, Variable Annuities
Education
L.S.U. 1977 — 1980
B.S., Finance
L.S.U. 1976 — 1980
Business Administration and Management, General
Brian Billings's Principal Financial Group Experience August 1997 - August 2000
Job Principal, Mercer Marketplace
Industry Insurance
Experience
Mercer March 2015 - Present
Mercer May 2013 - March 2015
Businessolver Inc. February 2012 - April 2013
Businessolver Inc. May 2007 - February 2012
Principal Life Insurance Company May 2005 - May 2007
Marsh January 2003 - May 2005
Marsh March 2001 - January 2003
Principal Life Insurance Company August 2000 - March 2001
Principal Financial Group August 1997 - August 2000
Skills
HRIS, Call Center, Coaching, Customer Service, Business Process, Outlook, Microsoft Excel, PowerPoint, ADP Payroll, Investments, Staff Development, Internet Explorer, Employee Benefits, Benefits Administration, Insurance, Health Insurance, Process Improvement, Vendor Management, Strategic Planning, Leadership, Training, Life Insurance, Strategy, Management, Human Resources, Software Documentation, Account Management, Payroll, PeopleSoft, Project Planning, Cross-functional Team..., Performance Management, Project Management, Business Development, Business Analysis, Team Building, Business Planning, Policy, Team Leadership, Sales, Employee Relations, CRM
Education
Luther College 1993 — 1997
Bachelor of Science, Business Administration
Mercer March 2015 - Present
Mercer May 2013 - March 2015
Businessolver Inc. February 2012 - April 2013
Businessolver Inc. May 2007 - February 2012
Principal Life Insurance Company May 2005 - May 2007
Marsh January 2003 - May 2005
Marsh March 2001 - January 2003
Principal Life Insurance Company August 2000 - March 2001
Principal Financial Group August 1997 - August 2000
Skills
HRIS, Call Center, Coaching, Customer Service, Business Process, Outlook, Microsoft Excel, PowerPoint, ADP Payroll, Investments, Staff Development, Internet Explorer, Employee Benefits, Benefits Administration, Insurance, Health Insurance, Process Improvement, Vendor Management, Strategic Planning, Leadership, Training, Life Insurance, Strategy, Management, Human Resources, Software Documentation, Account Management, Payroll, PeopleSoft, Project Planning, Cross-functional Team..., Performance Management, Project Management, Business Development, Business Analysis, Team Building, Business Planning, Policy, Team Leadership, Sales, Employee Relations, CRM
Education
Luther College 1993 — 1997
Bachelor of Science, Business Administration
Gretchen Danielson's Principal Financial Group Experience 2012 - Present
Job Benefit Analyst at Principal Financial Group
Industry Insurance
Experience
Principal Financial Group 2012 - Present
Associated Bank 2006 - 2012
Skills
Employee Benefits, Employee Relations, Onboarding
Education
Marian University 2009 — 2010
Masters, Organizational Leadership
University of Wisconsin-Stevens Point 1995 — 1999
Bachelor of Science, Business & Communication
Principal Financial Group 2012 - Present
Associated Bank 2006 - 2012
Skills
Employee Benefits, Employee Relations, Onboarding
Education
Marian University 2009 — 2010
Masters, Organizational Leadership
University of Wisconsin-Stevens Point 1995 — 1999
Bachelor of Science, Business & Communication
Ajay Mathema's Principal Financial Group Experience 1998 - 2005
Job Web Deveoper at Wells Fargo
Industry Financial Services
Experience
Wells Fargo November 2005 - Present
Principal Financial Group 1998 - 2005
Skills
SQL, SharePoint, Web Services, Business Analysis, SDLC
Education
Luther College 1994 — 1998
B.A., Managment, MIS
Wells Fargo November 2005 - Present
Principal Financial Group 1998 - 2005
Skills
SQL, SharePoint, Web Services, Business Analysis, SDLC
Education
Luther College 1994 — 1998
B.A., Managment, MIS
Steve Gholston's Principal Financial Group Experience November 2004 - June 2007
Job information systems analyst
Industry Computer Hardware
Experience
Brooks Brothers November 2011 - Present
Travelers May 2010 - November 2011
connecticare December 2010 - March 2011
Cooper Atkins Corp February 2009 - April 2009
Cooper Atkins Corp January 2009 - April 2009
Xwave New England June 2007 - October 2008
Xwave New England June 2007 - October 2008
Principal Financial Group November 2004 - June 2007
Principal Financial Group November 2004 - June 2007
Principal Financial Group 2004 - 2007
Skills
Technical Support, Networking, Troubleshooting, Information Technology, Servers, Microsoft Exchange, Process Improvement, Windows XP, Management, Operating Systems, Computer Hardware, VPN, Help Desk Support, Security, Project Management
Education
Manchester Community College 2002 — 2003
Management Information Systems
Branford Hall Career Institute
Certificate, Software and Networking
Manchester Community College
U.S Navy Training
Brooks Brothers November 2011 - Present
Travelers May 2010 - November 2011
connecticare December 2010 - March 2011
Cooper Atkins Corp February 2009 - April 2009
Cooper Atkins Corp January 2009 - April 2009
Xwave New England June 2007 - October 2008
Xwave New England June 2007 - October 2008
Principal Financial Group November 2004 - June 2007
Principal Financial Group November 2004 - June 2007
Principal Financial Group 2004 - 2007
Skills
Technical Support, Networking, Troubleshooting, Information Technology, Servers, Microsoft Exchange, Process Improvement, Windows XP, Management, Operating Systems, Computer Hardware, VPN, Help Desk Support, Security, Project Management
Education
Manchester Community College 2002 — 2003
Management Information Systems
Branford Hall Career Institute
Certificate, Software and Networking
Manchester Community College
U.S Navy Training
John Mangiaracina's Principal Financial Group Experience February 2014 - Present
Job Account Executive at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group February 2014 - Present
Principal Global Investors September 2010 - February 2014
Whitney National Bank March 2010 - August 2010
The Shaw Group November 2008 - March 2010
Principal Global Investors January 2008 - August 2008
Skills
Investments, Bloomberg, Asset Management, Fixed Income, Equities, Bloomberg Terminal, Asset Managment, Securities, Portia, Financial Analysis, Fund Accounting, Derivatives, Separately Managed..., Insurance, Employee Benefits, Life Insurance, Disability Insurance, Dental Insurance
Education
University of Iowa 2011 — 2013
Master of Business Administration (MBA), Finance, General
Louisiana State University and Agricultural and Mechanical College 2005 — 2009
Bachelor of Science (BS), Finance, General
Principal Financial Group February 2014 - Present
Principal Global Investors September 2010 - February 2014
Whitney National Bank March 2010 - August 2010
The Shaw Group November 2008 - March 2010
Principal Global Investors January 2008 - August 2008
Skills
Investments, Bloomberg, Asset Management, Fixed Income, Equities, Bloomberg Terminal, Asset Managment, Securities, Portia, Financial Analysis, Fund Accounting, Derivatives, Separately Managed..., Insurance, Employee Benefits, Life Insurance, Disability Insurance, Dental Insurance
Education
University of Iowa 2011 — 2013
Master of Business Administration (MBA), Finance, General
Louisiana State University and Agricultural and Mechanical College 2005 — 2009
Bachelor of Science (BS), Finance, General
Garrett South's Principal Financial Group Experience March 2006 - January 2011
Job Product Manager at John Deere
Industry Financial Services
Experience
John Deere January 2014 - Present
John Deere January 2011 - January 2014
Principal Financial Group March 2006 - January 2011
Education
Luther College 2001 — 2005
Bachelor of Arts, Math / Management
John Deere January 2014 - Present
John Deere January 2011 - January 2014
Principal Financial Group March 2006 - January 2011
Education
Luther College 2001 — 2005
Bachelor of Arts, Math / Management
Kate swenson's Principal Financial Group Experience credit analystsears credit1992 - 1996
Job Document Specialist at PRINCIPAL FINANCIAL GROUP
Industry Financial Services
Experience
PRINCIPAL FINANCIAL GROUP credit analystsears credit1992 - 1996
Education
Luther College 1987 — 1991
B.A., ENGLISH
PRINCIPAL FINANCIAL GROUP credit analystsears credit1992 - 1996
Education
Luther College 1987 — 1991
B.A., ENGLISH
Ellen Hanusa Wonderlin's Principal Financial Group Experience September 1984 - January 2001
Job Experienced Communications Professional
Industry Writing and Editing
Experience
Des Moines Area Community College January 2011 - Present
InCommon Communications & Consulting April 2009 - Present
Everybody Wins! Iowa September 2010 - January 2011
Grace Lutheran Church July 2009 - June 2010
Annie E. Casey Foundation November 2005 - January 2009
Windsor Heights Chamber of Commerce September 2005 - August 2007
Principal Financial Group September 1984 - January 2001
Skills
Newsletters, Creative Writing, Copywriting, Tutoring, Copy Editing, Proofreading, Marketing Communications, Advertising, Strategic Communications, Nonprofits, InDesign, Community Outreach, Fundraising, Editing, Marketing, Publishing, Publications, Higher Education, Brochures
Education
Luther College 1980 — 1984
BA, English
Valley High School, West Des Moines 1976 — 1980
Lutheran School of Theology at Chicago
Des Moines Area Community College January 2011 - Present
InCommon Communications & Consulting April 2009 - Present
Everybody Wins! Iowa September 2010 - January 2011
Grace Lutheran Church July 2009 - June 2010
Annie E. Casey Foundation November 2005 - January 2009
Windsor Heights Chamber of Commerce September 2005 - August 2007
Principal Financial Group September 1984 - January 2001
Skills
Newsletters, Creative Writing, Copywriting, Tutoring, Copy Editing, Proofreading, Marketing Communications, Advertising, Strategic Communications, Nonprofits, InDesign, Community Outreach, Fundraising, Editing, Marketing, Publishing, Publications, Higher Education, Brochures
Education
Luther College 1980 — 1984
BA, English
Valley High School, West Des Moines 1976 — 1980
Lutheran School of Theology at Chicago
Brent Chesson's Principal Financial Group Experience May 1995 - Present
Job Law Librarian at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group May 1995 - Present
Skills
Westlaw, Library Management, LexisNexis, BNA/CCH niche databases
Education
Louisiana State University 1974 — 1978
B.A., French
Principal Financial Group May 1995 - Present
Skills
Westlaw, Library Management, LexisNexis, BNA/CCH niche databases
Education
Louisiana State University 1974 — 1978
B.A., French
Staci Cardamon's Principal Financial Group Experience January 2012 - Present
Job Sr Meeting Planning Services Manager at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group January 2012 - Present
Principal Financial Group September 2008 - January 2012
Civic Center of Greater Des Moines September 2005 - September 2008
Education
Luther College 1983 — 1987
Bachelors of Arts, Business/Psychology
Principal Financial Group January 2012 - Present
Principal Financial Group September 2008 - January 2012
Civic Center of Greater Des Moines September 2005 - September 2008
Education
Luther College 1983 — 1987
Bachelors of Arts, Business/Psychology
Kathleen Travis's Principal Financial Group Experience 2000 - 2001
Job Healthcare Analyst III at Wellmark
Industry Insurance
Experience
St. Mark's Episcopal Church June 2015 - Present
Wellmark 2001 - Present
Principal Financial Group 2000 - 2001
Skills
Health Insurance, Managed Care, Utilization Management, SAS, Healthcare
Education
Luther Seminary 2011 — 2015
MDiv
The Ohio State University 1982 — 1988
PhD, Physiology
Tri-State University 1976 — 1980
BS, Education
St. Mark's Episcopal Church June 2015 - Present
Wellmark 2001 - Present
Principal Financial Group 2000 - 2001
Skills
Health Insurance, Managed Care, Utilization Management, SAS, Healthcare
Education
Luther Seminary 2011 — 2015
MDiv
The Ohio State University 1982 — 1988
PhD, Physiology
Tri-State University 1976 — 1980
BS, Education
David Giddings's Principal Financial Group Experience February 1996 - November 2006
Job Financial Services Representative at RC Insurance Services, Inc
Industry Insurance
Experience
RC Insurance Services December 2006 - Present
Principal Financial Group February 1996 - November 2006
Northwestern Mutual January 1991 - January 1996
Skills
Fixed Annuities, Disability Insurance, Financial Services, Insurance, Employee Benefits, 401k, Term Life Insurance, Retirement, Health Insurance, Retirement Planning, Life Insurance, Customer Service, Leadership, Team Building, Sales, Property & Casualty..., Microsoft Office, Mutual Funds, Public Speaking, Small Business, Finance, Investments, Commercial Insurance
Education
Marquette University 1984 — 1986
Masters Degree, Marketing/Public Relations
Marquette University 1980 — 1984
Bachelor of Arts, Communications
RC Insurance Services December 2006 - Present
Principal Financial Group February 1996 - November 2006
Northwestern Mutual January 1991 - January 1996
Skills
Fixed Annuities, Disability Insurance, Financial Services, Insurance, Employee Benefits, 401k, Term Life Insurance, Retirement, Health Insurance, Retirement Planning, Life Insurance, Customer Service, Leadership, Team Building, Sales, Property & Casualty..., Microsoft Office, Mutual Funds, Public Speaking, Small Business, Finance, Investments, Commercial Insurance
Education
Marquette University 1984 — 1986
Masters Degree, Marketing/Public Relations
Marquette University 1980 — 1984
Bachelor of Arts, Communications
Amiel Morris's Principal Financial Group Experience August 2013 - Present
Job Financial Advisor at The Principal Financial Group®
Industry Financial Services
Experience
Principal Financial Group August 2013 - Present
1st National Financial Planning Co. March 2011 - August 2013
TIAA-CREF January 2010 - March 2011
Wachovia, A Wells Fargo Company July 2006 - August 2009
Skills
Retirement Planning, Series 63, Retirement, Investments, Wealth Management, Fixed Annuities, Mutual Funds, Financial Analysis, Strategic Financial..., Asset Allocation, Relationship Management, Series 6, Licensed Life & Health..., Series 65, Financial Services, Financial Advisory, Life Insurance, 401k, Portfolio Management
Education
Queens University of Charlotte 2012 — 2014
CFP Candidate, Financial Planning
University of Maryland College Park 1999 — 2001
Anne Arundel Community College 1998 — 1999
Associate of Arts (A.A.), Business/Managerial Economics
Marshall University 1997 — 1998
Principal Financial Group August 2013 - Present
1st National Financial Planning Co. March 2011 - August 2013
TIAA-CREF January 2010 - March 2011
Wachovia, A Wells Fargo Company July 2006 - August 2009
Skills
Retirement Planning, Series 63, Retirement, Investments, Wealth Management, Fixed Annuities, Mutual Funds, Financial Analysis, Strategic Financial..., Asset Allocation, Relationship Management, Series 6, Licensed Life & Health..., Series 65, Financial Services, Financial Advisory, Life Insurance, 401k, Portfolio Management
Education
Queens University of Charlotte 2012 — 2014
CFP Candidate, Financial Planning
University of Maryland College Park 1999 — 2001
Anne Arundel Community College 1998 — 1999
Associate of Arts (A.A.), Business/Managerial Economics
Marshall University 1997 — 1998
Jackie Sorenson's Principal Financial Group Experience October 1998 - Present
Job Senior Underwriting Consultant at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group October 1998 - Present
Skills
Underwriting, Insurance, Plan Design, Risk, Disability Insurance, Analysis, Employee Benefits, Term Life Insurance, Dental, Negotiation, Research, Mentoring, Pricing, Public Speaking
Education
Loyola University of Chicago 1994 — 1996
Bachelor of Arts - Magna Cum Laude, Communication
University of Iowa 1992 — 1994
Fairfield High School 1988 — 1992
Principal Financial Group October 1998 - Present
Skills
Underwriting, Insurance, Plan Design, Risk, Disability Insurance, Analysis, Employee Benefits, Term Life Insurance, Dental, Negotiation, Research, Mentoring, Pricing, Public Speaking
Education
Loyola University of Chicago 1994 — 1996
Bachelor of Arts - Magna Cum Laude, Communication
University of Iowa 1992 — 1994
Fairfield High School 1988 — 1992
Anne Scafuri's Principal Financial Group Experience October 2003 - September 2007
Job Human Resources Business Partner at ARAG
Industry Insurance
Experience
ARAG November 2009 - Present
Deloitte LLP April 2008 - July 2009
Principal Financial Group October 2003 - September 2007
SunTrust Bank June 1995 - July 2001
Skills
Customer Service, Employee Benefits, Human Resources, Insurance, Employee Relations, Recruiting, Team Building, Outlook
Education
Luther College 1984 — 1988
B.A., Communications, English
ARAG November 2009 - Present
Deloitte LLP April 2008 - July 2009
Principal Financial Group October 2003 - September 2007
SunTrust Bank June 1995 - July 2001
Skills
Customer Service, Employee Benefits, Human Resources, Insurance, Employee Relations, Recruiting, Team Building, Outlook
Education
Luther College 1984 — 1988
B.A., Communications, English
Sara Feller's Principal Financial Group Experience July 2004 - July 2006
Job PA Planner at Department of Homeland Security FEMA
Industry Government Administration
Experience
FEMA March 2009 - Present
FEMA September 2008 - February 2009
American Heart Association September 2007 - April 2008
Wells Fargo Home Mortgage October 2006 - April 2007
Principal Financial Group July 2004 - July 2006
Various temporary contracts with Wal-Mart suppliers February 2002 - July 2003
Wal-Mart Stores Inc Corporate Office April 1999 - November 2001
Education
Luther College 1995 — 1997
FEMA March 2009 - Present
FEMA September 2008 - February 2009
American Heart Association September 2007 - April 2008
Wells Fargo Home Mortgage October 2006 - April 2007
Principal Financial Group July 2004 - July 2006
Various temporary contracts with Wal-Mart suppliers February 2002 - July 2003
Wal-Mart Stores Inc Corporate Office April 1999 - November 2001
Education
Luther College 1995 — 1997
Megan Stuart's Principal Financial Group Experience January 2015 - Present
Job Account Executive at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group January 2015 - Present
Principal Financial Group March 2011 - Present
Principal Financial Group May 2007 - March 2011
Principal Financial Group October 2006 - May 2007
Skills
Employee Benefits, Insurance, Disability Insurance, Life Insurance, Health Insurance, 401k, Term Life Insurance, Fixed Annuities, Underwriting, Account Management, Brokers, Long-term Care, Sales, COBRA, Health Savings Accounts, Benefits Administration
Education
University of Houston 2003 — 2007
Bachelor of Arts in Human Development & Family Studies
Louisiana State University 2001 — 2003
Principal Financial Group January 2015 - Present
Principal Financial Group March 2011 - Present
Principal Financial Group May 2007 - March 2011
Principal Financial Group October 2006 - May 2007
Skills
Employee Benefits, Insurance, Disability Insurance, Life Insurance, Health Insurance, 401k, Term Life Insurance, Fixed Annuities, Underwriting, Account Management, Brokers, Long-term Care, Sales, COBRA, Health Savings Accounts, Benefits Administration
Education
University of Houston 2003 — 2007
Bachelor of Arts in Human Development & Family Studies
Louisiana State University 2001 — 2003
John Derbick's Principal Financial Group Experience December 2013 - Present
Job Global Advertising Director, The Principal Financial Group
Industry Marketing and Advertising
Experience
Principal Financial Group December 2013 - Present
Principal Financial Group December 2012 - December 2013
MetLife September 2007 - October 2012
Hill Holliday 2006 - 2007
G&J Publishing 2004 - 2005
Publicis Groupe 1999 - 2004
Brown Marketing Communication 1992 - 1999
Skills
Integrated Marketing, B2B, Advertising, Digital Marketing, Market Research, Online Advertising, Marketing Communications, Digital Media, Segmentation, Sponsorship, Marketing Strategy, Media Planning, SEO, Brand Development, Brand Management, Marketing, Event Management, Online Marketing, Interactive Marketing, Advertising Sales, Email Marketing, Lead Generation, Market Planning, SEM, Creative Direction, Media Strategy, Social Media, Social Media Marketing, B2B Marketing, Marketing Management, Budget Management, Strategic Planning, Marketing Research, Consumer Insights, Account Management, Strategic Partnerships, Product Development, Cross-functional Team...
Education
Marquette University
BA, Marketing and Advertising (College of Journalism)
Notre Dame High School
Principal Financial Group December 2013 - Present
Principal Financial Group December 2012 - December 2013
MetLife September 2007 - October 2012
Hill Holliday 2006 - 2007
G&J Publishing 2004 - 2005
Publicis Groupe 1999 - 2004
Brown Marketing Communication 1992 - 1999
Skills
Integrated Marketing, B2B, Advertising, Digital Marketing, Market Research, Online Advertising, Marketing Communications, Digital Media, Segmentation, Sponsorship, Marketing Strategy, Media Planning, SEO, Brand Development, Brand Management, Marketing, Event Management, Online Marketing, Interactive Marketing, Advertising Sales, Email Marketing, Lead Generation, Market Planning, SEM, Creative Direction, Media Strategy, Social Media, Social Media Marketing, B2B Marketing, Marketing Management, Budget Management, Strategic Planning, Marketing Research, Consumer Insights, Account Management, Strategic Partnerships, Product Development, Cross-functional Team...
Education
Marquette University
BA, Marketing and Advertising (College of Journalism)
Notre Dame High School
Chris Kobes's Principal Financial Group Experience April 2012 - Present
Job Senior Compliance Analyst at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group April 2012 - Present
Principal Financial Group July 2010 - April 2012
Skills
Legal Research, Legal Writing, Legal Compliance
Education
Marquette University Law School 2007 — 2010
Juris Doctorate
University of Iowa 2002 — 2007
Bachelor of Science, Psychology
Principal Financial Group April 2012 - Present
Principal Financial Group July 2010 - April 2012
Skills
Legal Research, Legal Writing, Legal Compliance
Education
Marquette University Law School 2007 — 2010
Juris Doctorate
University of Iowa 2002 — 2007
Bachelor of Science, Psychology
Nancy A. Samaan's Principal Financial Group Experience June 2001 - Present
Job Retirement Plan Professional / Sr. Account Executive for the Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group June 2001 - Present
Skills
401k, Retirement, Retirement Planning, Retirement Plan..., Defined Benefit, Pensions, Defined Contribution, Qualified Retirement...
Education
Manhattan College 1998 — 2001
BS Finance, Finance & Economics
Principal Financial Group June 2001 - Present
Skills
401k, Retirement, Retirement Planning, Retirement Plan..., Defined Benefit, Pensions, Defined Contribution, Qualified Retirement...
Education
Manhattan College 1998 — 2001
BS Finance, Finance & Economics
Antoine Wilson's Principal Financial Group Experience May 2004 - August 2006
Job Marketing Service Representative at Blue Cross Blue Shield of Oklahoma
Industry Gambling & Casinos
Experience
Blue Cross Blue Shield of Oklahoma May 2015 - Present
Spartan College of Aeronautics & Technology November 2014 - May 2015
Osage Casinos March 2014 - November 2014
Association Member Benefits Advisors November 2013 - December 2013
CFR - Hub International July 2007 - November 2013
International Insurance Brokers, Ltd September 2006 - February 2007
Principal Financial Group May 2004 - August 2006
Marsh Advantage America November 2000 - May 2004
Skills
Insurance, Account Management, Marketing, Customer Service, Strategic Planning, New Business Development, Social Media Marketing, Social Media, Public Speaking, Employee Benefits, Marketing Communications, Event Planning, Team Building, Outlook, Marketing Strategy, Sales
Education
University of Phoenix 2004 — 2006
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General, 4.93
Louisiana Tech University 1994 — 1996
Associate's degree, General Studies
Blue Cross Blue Shield of Oklahoma May 2015 - Present
Spartan College of Aeronautics & Technology November 2014 - May 2015
Osage Casinos March 2014 - November 2014
Association Member Benefits Advisors November 2013 - December 2013
CFR - Hub International July 2007 - November 2013
International Insurance Brokers, Ltd September 2006 - February 2007
Principal Financial Group May 2004 - August 2006
Marsh Advantage America November 2000 - May 2004
Skills
Insurance, Account Management, Marketing, Customer Service, Strategic Planning, New Business Development, Social Media Marketing, Social Media, Public Speaking, Employee Benefits, Marketing Communications, Event Planning, Team Building, Outlook, Marketing Strategy, Sales
Education
University of Phoenix 2004 — 2006
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General, 4.93
Louisiana Tech University 1994 — 1996
Associate's degree, General Studies
Rod Tressel's Principal Financial Group Experience November 1988 - December 2004
Job IT Project Manager at John Deere Credit
Industry Financial Services
Experience
John Deere Credit December 2004 - Present
Principal Financial Group November 1988 - December 2004
Skills
Business Analysis
Education
Luther College 1980 — 1990
BS, Computer Science & Business Management
John Deere Credit December 2004 - Present
Principal Financial Group November 1988 - December 2004
Skills
Business Analysis
Education
Luther College 1980 — 1990
BS, Computer Science & Business Management
Jim DeVries's Principal Financial Group Experience 2000 - 2008
Job EVP Operations at Allstate
Industry Insurance
Experience
Allstate January 2015 - Present
Allstate March 2008 - December 2014
Principal Financial Group 2000 - 2008
Education
Loyola University Chicago
Master’s Degree
Northwestern University - Kellogg School of Management
Master of Business Administration (M.B.A.)
Trinity International University
Bachelor’s Degree
Allstate January 2015 - Present
Allstate March 2008 - December 2014
Principal Financial Group 2000 - 2008
Education
Loyola University Chicago
Master’s Degree
Northwestern University - Kellogg School of Management
Master of Business Administration (M.B.A.)
Trinity International University
Bachelor’s Degree
Robert Assaf's Principal Financial Group Experience November 2013 - Present
Job Investment Adviser Representative at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group November 2013 - Present
National Asset Management June 2012 - November 2014
Morgan Stanley Smith Barney July 2010 - December 2010
Merrill Lynch November 1991 - July 2010
Merrill Lynch November 1990 - July 2010
Skills
401 (k), 403 (b), SEP &..., Annuities (Variable &..., Asset Allocation, Business Continuation..., Business Overhead..., Buy-Sell Agreements, Buy-Sell Review, Charitable Giving, College Funding..., Deferred Compensation..., Dental Insurance, Disability Income..., Estate Planning, Executive Benefits..., Financial Needs Analysis, Income Protection, Informal Business..., IRAs (Traditional &..., Key Person Insurance, Long-Term Care Insurance, Mutual Funds, Pension Plans, Salary Continuation, Series 7,63 and 65..., Split Dollar Plans, Supplemental Retirement..., Survivor Income, Tax-Deferred Savings, Term Life Insurance, Universal Life Insurance, Wealth Accumulation
Education
LSU 1975 — 1978
BA
Tennessee State University
Economics
Principal Financial Group November 2013 - Present
National Asset Management June 2012 - November 2014
Morgan Stanley Smith Barney July 2010 - December 2010
Merrill Lynch November 1991 - July 2010
Merrill Lynch November 1990 - July 2010
Skills
401 (k), 403 (b), SEP &..., Annuities (Variable &..., Asset Allocation, Business Continuation..., Business Overhead..., Buy-Sell Agreements, Buy-Sell Review, Charitable Giving, College Funding..., Deferred Compensation..., Dental Insurance, Disability Income..., Estate Planning, Executive Benefits..., Financial Needs Analysis, Income Protection, Informal Business..., IRAs (Traditional &..., Key Person Insurance, Long-Term Care Insurance, Mutual Funds, Pension Plans, Salary Continuation, Series 7,63 and 65..., Split Dollar Plans, Supplemental Retirement..., Survivor Income, Tax-Deferred Savings, Term Life Insurance, Universal Life Insurance, Wealth Accumulation
Education
LSU 1975 — 1978
BA
Tennessee State University
Economics
Michael Hunnicutt's Principal Financial Group Experience August 2005 - Present
Job Financial Accounting Analyst at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group August 2005 - Present
LightEdge Solutions September 2001 - July 2005
Interpublic Group June 2000 - October 2001
Skills
Financial Reporting, Financial Analysis, Accounting, Forecasting, Sarbanes-Oxley Act, Budgets, Internal Controls, Process Improvement, Business Analysis, Risk Management
Education
Loyola University Chicago 1995 — 1999
BBA, Accounting
Principal Financial Group August 2005 - Present
LightEdge Solutions September 2001 - July 2005
Interpublic Group June 2000 - October 2001
Skills
Financial Reporting, Financial Analysis, Accounting, Forecasting, Sarbanes-Oxley Act, Budgets, Internal Controls, Process Improvement, Business Analysis, Risk Management
Education
Loyola University Chicago 1995 — 1999
BBA, Accounting
Bruce Starks's Principal Financial Group Experience 2000 - 2000
Job Senior Instructor and Curriculum Developer at Greene Consulting Associates, LLC
Industry Financial Services
Experience
Greene Consulting Associates, LLC 2013 - Present
University of Georgia, Terry College of Business 2013 - Present
Bruce R. Starks,CPA,CFP® March 2006 - Present
Oglethorpe University January 2000 - December 2012
Wachovia Bank/Wells Fargo July 2005 - June 2010
Ga Bar Association July 2009 - July 2009
Wachovia Bank 2000 - 2005
Principal Financial Group 2000 - 2000
SDS International, Inc. 1989 - 1999
Neotronics 1988 - 1989
Skills
CFP (R) Exam..., PFS Exam Review Course..., CFP(R) Exam Preparation..., Technical Financial..., Delivery of Web Based..., ChFC, PFS, CPA, Estate Planning, Strategic Financial..., Series 7, Instruction, Small Business, Finance, Analysis, Trusts, Wealth Management, Financial Analysis, Investments, Risk Management, Retirement Planning, Financial Advisory, Life Insurance, Asset Management, Financial Planners, Investment Strategies, Asset Allocation, Tax, Personal Finance, Financial Services, Portfolio Management, Retirement, Wealth, Mutual Funds, Fixed Annuities, Investment Advisory, Investment Management, Personal Financial..., Alternative Investments, Securities, Financial Planning
Education
Oglethorpe University 1998 — 1999
Certificate in Financial Planning, Financial Planning
LSU 1973 — 1979
BS, Accounting
UGA Terry College of Business
Greene Consulting Associates, LLC 2013 - Present
University of Georgia, Terry College of Business 2013 - Present
Bruce R. Starks,CPA,CFP® March 2006 - Present
Oglethorpe University January 2000 - December 2012
Wachovia Bank/Wells Fargo July 2005 - June 2010
Ga Bar Association July 2009 - July 2009
Wachovia Bank 2000 - 2005
Principal Financial Group 2000 - 2000
SDS International, Inc. 1989 - 1999
Neotronics 1988 - 1989
Skills
CFP (R) Exam..., PFS Exam Review Course..., CFP(R) Exam Preparation..., Technical Financial..., Delivery of Web Based..., ChFC, PFS, CPA, Estate Planning, Strategic Financial..., Series 7, Instruction, Small Business, Finance, Analysis, Trusts, Wealth Management, Financial Analysis, Investments, Risk Management, Retirement Planning, Financial Advisory, Life Insurance, Asset Management, Financial Planners, Investment Strategies, Asset Allocation, Tax, Personal Finance, Financial Services, Portfolio Management, Retirement, Wealth, Mutual Funds, Fixed Annuities, Investment Advisory, Investment Management, Personal Financial..., Alternative Investments, Securities, Financial Planning
Education
Oglethorpe University 1998 — 1999
Certificate in Financial Planning, Financial Planning
LSU 1973 — 1979
BS, Accounting
UGA Terry College of Business
Jake Wentzel's Principal Financial Group Experience July 2012 - Present
Job Internal Sales Partner
Industry Financial Services
Experience
Principal Funds April 2015 - Present
Principal Financial Group July 2012 - Present
Schneider National July 2011 - May 2012
Skills
Qualified Retirement..., Sales, 401k, Defined Contribution
Education
University of Iowa 2007 — 2010
Communication, Sustainability
Marquette University 2007 — 2008
Communication, General
Dowling Catholic High School
Principal Funds April 2015 - Present
Principal Financial Group July 2012 - Present
Schneider National July 2011 - May 2012
Skills
Qualified Retirement..., Sales, 401k, Defined Contribution
Education
University of Iowa 2007 — 2010
Communication, Sustainability
Marquette University 2007 — 2008
Communication, General
Dowling Catholic High School
Philip keny's Principal Financial Group Experience February 2003 - December 2005
Job Scan QC Analylist at Rain & Hail Insurance
Industry Farming
Experience
Rain & Hail Insurance March 2003 - Present
Principal Financial Group February 2003 - December 2005
Skills
Underwriting, Risk Management, Property, Insurance
Education
McKendree College 1997 — 2000
BS, Economic
Rain & Hail Insurance March 2003 - Present
Principal Financial Group February 2003 - December 2005
Skills
Underwriting, Risk Management, Property, Insurance
Education
McKendree College 1997 — 2000
BS, Economic
Megan Coffield's Principal Financial Group Experience May 2010 - November 2013
Job Software Developer at DuPont Pioneer
Industry Information Technology and Services
Experience
DuPont Pioneer January 2015 - Present
DuPont Pioneer December 2013 - January 2015
Principal Financial Group May 2010 - November 2013
Wisconsin Department of Natural Resources May 2007 - August 2009
Skills
Quality Center, QTP, Regression Testing, Scrum, Visual C#, Agile Methodologies, Integration, CodedUI testing, Visual Studio, Data Driven Testing, SQL, Testing, Beyond Compare, MS Excel Macros, VBScript, Test Planning, Application Lifecycle...
Education
Luther College 2006 — 2010
BA, Spanish, Computer Science, International Business Management
DuPont Pioneer January 2015 - Present
DuPont Pioneer December 2013 - January 2015
Principal Financial Group May 2010 - November 2013
Wisconsin Department of Natural Resources May 2007 - August 2009
Skills
Quality Center, QTP, Regression Testing, Scrum, Visual C#, Agile Methodologies, Integration, CodedUI testing, Visual Studio, Data Driven Testing, SQL, Testing, Beyond Compare, MS Excel Macros, VBScript, Test Planning, Application Lifecycle...
Education
Luther College 2006 — 2010
BA, Spanish, Computer Science, International Business Management
G. David Shafer's Principal Financial Group Experience 2008 - 2010
Job President WellCare of South Carolina
Industry Executive Office
Experience
WellCare Group February 2013 - January 2015
Consultant 2010 - 2011
Principal Financial Group 2008 - 2010
Centene Corporation 2007 - 2007
United Health Group 1995 - 2004
McDonough Co. 1974 - 1980
Skills
Strategy, Health Insurance, P&L Management, Managed Care, Business Planning, Health Policy, Operations Management, Medicare, Management, Mergers & Acquisitions, Risk Management, Team Building, Strategic Planning, Process Improvement, Change Management, Medicaid, Insurance, Budgets, Program Management, Mergers, Executive Management, Healthcare, Start-ups, Financial Analysis, Healthcare Management, Employee Benefits, Contract Negotiation, Leadership, Pharmacy Benefit..., Underwriting, Consulting
Education
Marshall University 1970 — 1972
BA, Accounting and Finance
WellCare Group February 2013 - January 2015
Consultant 2010 - 2011
Principal Financial Group 2008 - 2010
Centene Corporation 2007 - 2007
United Health Group 1995 - 2004
McDonough Co. 1974 - 1980
Skills
Strategy, Health Insurance, P&L Management, Managed Care, Business Planning, Health Policy, Operations Management, Medicare, Management, Mergers & Acquisitions, Risk Management, Team Building, Strategic Planning, Process Improvement, Change Management, Medicaid, Insurance, Budgets, Program Management, Mergers, Executive Management, Healthcare, Start-ups, Financial Analysis, Healthcare Management, Employee Benefits, Contract Negotiation, Leadership, Pharmacy Benefit..., Underwriting, Consulting
Education
Marshall University 1970 — 1972
BA, Accounting and Finance
Gina Eanes's Principal Financial Group Experience September 2011 - Present
Job Financial Services Representative at Principal Financial Group
Industry Professional Training & Coaching
Experience
Principal Financial Group September 2011 - Present
Inner-City Underwriting Agency August 2011 - Present
Education
Marquette University 1984 — 1989
B.A., Communications and Rhetorical Studies
Principal Financial Group September 2011 - Present
Inner-City Underwriting Agency August 2011 - Present
Education
Marquette University 1984 — 1989
B.A., Communications and Rhetorical Studies
Leslie Siphers's Principal Financial Group Experience July 2005 - August 2006
Job Advocacy Program Specialist at AARP
Industry Government Relations
Experience
AARP September 2013 - Present
AARP June 2011 - September 2013
AARP May 2010 - May 2011
Marymount University 2009 - 2011
North Carolina Democratic Party July 2009 - August 2009
EMILY's List September 2008 - January 2009
Bev Perdue for Governor Gampaign May 2008 - August 2008
Principal Financial Group July 2005 - August 2006
Skills
Community Outreach, Public Policy, Research, Policy Analysis, Non-profits, Strategic Communications, Fundraising, Social Media, Microsoft Office, Grassroots Organizing, Media Relations, Public Speaking, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Votebuilder, Volunteer Management, Volunteer Recruiting, Volunteer Training, Legislative Affairs, Publications, Event Planning, Aging in Place, Livable Communities, Emergency Preparedness, American Politics, Nonprofits, Legislative Relations, Political Campaigns
Education
Marymount University 2007 — 2011
B.A., Politics, History
AARP September 2013 - Present
AARP June 2011 - September 2013
AARP May 2010 - May 2011
Marymount University 2009 - 2011
North Carolina Democratic Party July 2009 - August 2009
EMILY's List September 2008 - January 2009
Bev Perdue for Governor Gampaign May 2008 - August 2008
Principal Financial Group July 2005 - August 2006
Skills
Community Outreach, Public Policy, Research, Policy Analysis, Non-profits, Strategic Communications, Fundraising, Social Media, Microsoft Office, Grassroots Organizing, Media Relations, Public Speaking, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Votebuilder, Volunteer Management, Volunteer Recruiting, Volunteer Training, Legislative Affairs, Publications, Event Planning, Aging in Place, Livable Communities, Emergency Preparedness, American Politics, Nonprofits, Legislative Relations, Political Campaigns
Education
Marymount University 2007 — 2011
B.A., Politics, History
Gary Neubacher's Principal Financial Group Experience February 2007 - July 2010
Job Provisioning Analyst at Tek Systems
Industry Information Technology and Services
Experience
iTalent April 2013 - Present
The Epitec Group February 2012 - February 2013
Advantage Technical Resourcing 2011 - May 2012
Principal Financial Group February 2007 - July 2010
Skills
COBOL, Data Warehousing, Business Analysis, Data Mapping, Mainframe, SQL Server, SQL, DB2, Crystal Reports, Microsoft SQL Server, Requirements Gathering, Data Modeling, SDLC, SOA, Databases, Systems Analysis, Business Objects, Visio, Business Intelligence, Integration, ETL, SharePoint, Software Project..., Visual Basic, Oracle, Requirements Analysis, Enterprise Architecture, SSRS, Unix Shell Scripting, Data Migration, Solution Architecture, Unix, SSIS, PL/SQL, T-SQL, Informatica, Database Design
Education
Madonna University 1991 — 2002
Bachelor of Applied Science (B.A.Sc.), Computer and Information Sciences and Support Services
iTalent April 2013 - Present
The Epitec Group February 2012 - February 2013
Advantage Technical Resourcing 2011 - May 2012
Principal Financial Group February 2007 - July 2010
Skills
COBOL, Data Warehousing, Business Analysis, Data Mapping, Mainframe, SQL Server, SQL, DB2, Crystal Reports, Microsoft SQL Server, Requirements Gathering, Data Modeling, SDLC, SOA, Databases, Systems Analysis, Business Objects, Visio, Business Intelligence, Integration, ETL, SharePoint, Software Project..., Visual Basic, Oracle, Requirements Analysis, Enterprise Architecture, SSRS, Unix Shell Scripting, Data Migration, Solution Architecture, Unix, SSIS, PL/SQL, T-SQL, Informatica, Database Design
Education
Madonna University 1991 — 2002
Bachelor of Applied Science (B.A.Sc.), Computer and Information Sciences and Support Services
Jessica Gunn's Principal Financial Group Experience March 2006 - November 2011
Job Licensed Service Assistant at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company March 2015 - Present
National Interstate Insurance Company September 2013 - March 2015
MAG Mutual Insurance Company July 2012 - September 2013
MAG Mutual Insurance Company November 2011 - July 2012
Principal Financial Group March 2006 - November 2011
MAG Mutual Insurance Company September 2006 - June 2011
National Interstate Insurance Company September 2003 - March 2006
Medical Mutual of Ohio September 2000 - September 2003
Skills
Claim, Marketing, Employee Benefits, Insurance, Leadership, Store Management, Health Insurance, Workers Compensation, Training, Recruiting, Professional Liability, Claims Management
Education
Mercer University - Stetson School of Business and Economics
MBA, Business and International Marketing
Ohio University
Bachelor of Legal Communication, Legal Communication and Journalism
New York Life Insurance Company March 2015 - Present
National Interstate Insurance Company September 2013 - March 2015
MAG Mutual Insurance Company July 2012 - September 2013
MAG Mutual Insurance Company November 2011 - July 2012
Principal Financial Group March 2006 - November 2011
MAG Mutual Insurance Company September 2006 - June 2011
National Interstate Insurance Company September 2003 - March 2006
Medical Mutual of Ohio September 2000 - September 2003
Skills
Claim, Marketing, Employee Benefits, Insurance, Leadership, Store Management, Health Insurance, Workers Compensation, Training, Recruiting, Professional Liability, Claims Management
Education
Mercer University - Stetson School of Business and Economics
MBA, Business and International Marketing
Ohio University
Bachelor of Legal Communication, Legal Communication and Journalism
John Messersmith's Principal Financial Group Experience July 1990 - Present
Job Senior IT Analyst at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group July 1990 - Present
Education
Luther College 1986 — 1990
BA, Computer Science, Mathamatics
Principal Financial Group July 1990 - Present
Education
Luther College 1986 — 1990
BA, Computer Science, Mathamatics
Teresa Muench's Principal Financial Group Experience 1988 - 1993
Job Affilate Relations Specialist at NEA Member Benefits Corporation
Industry Financial Services
Experience
NEA Member Benefits Corporation 1996 - Present
Aon 1993 - 1996
Principal Financial Group 1988 - 1993
Skills
Microsoft Excel, Microsoft Word, Customer Service, Research, English, Photoshop, Outlook, Windows, Teaching, Budgets, Management, Fixed Annuities, Team Building, Staff Development, Marketing, Management Consulting, Event Management, Process Improvement, Vendor Management, Strategic Planning, Public Speaking, Healthcare, Insurance, Social Media Marketing, Change Management, Pensions, Business Analysis, Social Networking, Social Media, New Business Development, Contract Negotiation, Sales Operations, Program Management, Editing, Leadership Development, Employee Benefits, Marketing Strategy, Sales, Project Management, Team Leadership, 401k, Cross-functional Team..., Nonprofits, Leadership, Public Relations, Advertising, Disability Insurance, Marketing Communications, Training
Education
Luther College 1984 — 1988
Bachelor of Arts (B.A.), Business/Managerial Economics
NEA Member Benefits Corporation 1996 - Present
Aon 1993 - 1996
Principal Financial Group 1988 - 1993
Skills
Microsoft Excel, Microsoft Word, Customer Service, Research, English, Photoshop, Outlook, Windows, Teaching, Budgets, Management, Fixed Annuities, Team Building, Staff Development, Marketing, Management Consulting, Event Management, Process Improvement, Vendor Management, Strategic Planning, Public Speaking, Healthcare, Insurance, Social Media Marketing, Change Management, Pensions, Business Analysis, Social Networking, Social Media, New Business Development, Contract Negotiation, Sales Operations, Program Management, Editing, Leadership Development, Employee Benefits, Marketing Strategy, Sales, Project Management, Team Leadership, 401k, Cross-functional Team..., Nonprofits, Leadership, Public Relations, Advertising, Disability Insurance, Marketing Communications, Training
Education
Luther College 1984 — 1988
Bachelor of Arts (B.A.), Business/Managerial Economics
Jill Sellers's Principal Financial Group Experience October 2002 - Present
Job Assistant Manager, Dynamic Client Services at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group October 2002 - Present
Education
Louisiana Tech University 1983 — 1987
Bachelors, English Education
Principal Financial Group October 2002 - Present
Education
Louisiana Tech University 1983 — 1987
Bachelors, English Education
Heather Woosley's Principal Financial Group Experience February 2003 - May 2005
Job CSR at Norris Insurance
Industry Insurance
Experience
Norris Insurance June 2005 - Present
Principal Financial Group February 2003 - May 2005
Principal Financial Group January 2002 - February 2003
Skills
Insurance, Claim, Health Insurance, Property & Casualty..., Finance, Underwriting, Life Insurance, Disability Insurance, Employee Benefits, Risk Management
Education
Manchester College 1994 — 1998
BS, Environmental Science
Norris Insurance June 2005 - Present
Principal Financial Group February 2003 - May 2005
Principal Financial Group January 2002 - February 2003
Skills
Insurance, Claim, Health Insurance, Property & Casualty..., Finance, Underwriting, Life Insurance, Disability Insurance, Employee Benefits, Risk Management
Education
Manchester College 1994 — 1998
BS, Environmental Science
Charles Mwakisunga's Principal Financial Group Experience May 2001 - April 2003
Job Assistant Manager at Walmart Stores
Industry Automotive
Experience
American Family Insurance May 2012 - Present
Columbia ParCar Corp 2007 - 2011
Walmart Stores December 2003 - December 2006
Principal Financial Group May 2001 - April 2003
Milsco Mfg Co. January 1986 - November 1998
Education
Cardinal Stritch University 1996 — 1998
MBA, Business Administration), Magna cum laude
Marquette University 1982 — 1985
B.Sc. Mechanical Engineering, Mechanical Engineering
American Family Insurance May 2012 - Present
Columbia ParCar Corp 2007 - 2011
Walmart Stores December 2003 - December 2006
Principal Financial Group May 2001 - April 2003
Milsco Mfg Co. January 1986 - November 1998
Education
Cardinal Stritch University 1996 — 1998
MBA, Business Administration), Magna cum laude
Marquette University 1982 — 1985
B.Sc. Mechanical Engineering, Mechanical Engineering
Corey Schneider's Principal Financial Group Experience June 2012 - Present
Job Math Teacher at WoodwardGranger School District
Industry Education Management
Experience
Principal Financial Group June 2012 - Present
River Valley Golf Course May 2010 - Present
Woodward-Granger School District September 2009 - Present
Robbinsdale Area Schools (in Minnesota) January 2001 - June 2009
Education
Luther College 1996 — 2000
Bachelor of Science (BS), Mathematics
St. Mary's University (MN)
Master of Education (M.Ed.), Education
Principal Financial Group June 2012 - Present
River Valley Golf Course May 2010 - Present
Woodward-Granger School District September 2009 - Present
Robbinsdale Area Schools (in Minnesota) January 2001 - June 2009
Education
Luther College 1996 — 2000
Bachelor of Science (BS), Mathematics
St. Mary's University (MN)
Master of Education (M.Ed.), Education
Pam Noonan's Principal Financial Group Experience January 2007 - September 2010
Job Investment Sales Representative
Industry Financial Services
Experience
Wells Fargo Home Mortgage October 2010 - June 2012
Principal Financial Group January 2007 - September 2010
Purely Pilates, LLC May 2003 - March 2005
Principal Financial Group June 1998 - December 2003
Skills
Series 7, Series 66, Life and Health, Retirement Plans, IRAs, 401k plans and..., Sales and Customer...
Education
Marquette University 1988 — 1992
Bachelor's degree, Accounting
Wells Fargo Home Mortgage October 2010 - June 2012
Principal Financial Group January 2007 - September 2010
Purely Pilates, LLC May 2003 - March 2005
Principal Financial Group June 1998 - December 2003
Skills
Series 7, Series 66, Life and Health, Retirement Plans, IRAs, 401k plans and..., Sales and Customer...
Education
Marquette University 1988 — 1992
Bachelor's degree, Accounting
Diane Fitzgerald's Principal Financial Group Experience January 1991 - Present
Job
Industry Financial Services
Experience
Principal Financial Group January 1991 - Present
Education
Luther College
Principal Financial Group January 1991 - Present
Education
Luther College
The Principal Financial Group
BTG Pactual
HuaTai Securities Co.,Ltd.
Guosen Securities
PFG
Principal Financial
Principle
Fubon Financial Holdings