Principal Financial Group

Industry: Financial investment management company

Description

The Principal Financial Group is a global financial investment management and insurance company headquartered in Des Moines, Iowa. Headquarters: Des Moines, Iowa, United States CEO: Daniel Joseph Houston (18 Aug 2015–) Assets under management: 692.4 billion USD (2017) Subsidiaries: Principal Securities, Inc.,

Principal Financial Group List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Principal Financial Group. You can filter them based on skills, years of employment, job, education, department, and prior employment.

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8,325 Principal Financial Group employees in database. Find out everything there's to know about Principal Financial Group employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

Principal Financial Group Employees

Employee
Years
Job
Industry
David Wessel David Wessel Minneapolis, Minnesota Details
David Wessel's Principal Financial Group Experience October 2006 - May 2009
Job Associate Supply Chain Analyst at Medtronic
Industry Medical Devices
Experience
Medtronic  May 2011 - Present
Medtronic  October 2009 - May 2011
Principal Financial Group   October 2006 - May 2009

Skills
Process Improvement, Management, Microsoft Office, Project Management, Customer Service, Microsoft Excel, SAP, Inventory Management, Inventory Analysis, Supply Chain

Education
Minnesota State University, Mankato   2001 — 2005
Bachelor of Science (BS), Business Administration and Management, General

Amy DesLauriers Amy DesLauriers Sioux Falls, South Dakota Area Details
Amy DesLauriers's Principal Financial Group Experience October 2010 - April 2011
Job Media Strategist at Lawrence & Schiller
Industry Marketing and Advertising
Experience
Lawrence & Schiller  April 2011 - Present
Principal Financial Group   October 2010 - April 2011
Midwest Electric Products, Inc.   December 2007 - July 2009

Skills
Advertising, Social Media, Marketing Communications, Social Media Marketing, Online Advertising, Marketing Strategy, Facebook, Email Marketing, Marketing, SEO, Social Networking, Brand Management, SEM, Customer Service, Public Speaking, Microsoft Office, Media Buying, Leadership, Digital Media, Media Planning, Digital Marketing, Online Marketing, Mobile Marketing

Education
The University of South Dakota   2013 — 2014
Master of Business Administration (MBA), Business Administration, Management and Operations

Minnesota State University, Mankato   2005 — 2009
Bachelor of Science (B.S.), Business Marketing, Finance

O'Gorman High School   2001 — 2005
High School Diploma, 4.0

Nick Tidwell Nick Tidwell Manteca, California Details
Nick Tidwell's Principal Financial Group Experience July 2014 - Present
Job Financial Representative at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group   July 2014 - Present
BBVA Compass  April 2011 - May 2014
Tri Counties Bank  2007 - 2008
Tri Counties Bank  2007 - 2008
Tri Counties Bank  2007 - 2008

Education
East Union HIgh School   2002 — 2006

Modesto Junior College

Amber Sims, MHA Amber Sims, MHA Greater Nashville Area Details
Amber Sims, MHA's Principal Financial Group Experience April 2010 - November 2010
Job Provider Network Representative at Ameritas
Industry Hospital & Health Care
Experience
Ameritas  January 2012 - Present
APS Healthcare  November 2010 - November 2011
Principal Financial Group   April 2010 - November 2010
Prime Health Services  2009 - 2010
Seigenthaler Public Relations  2006 - 2007

Skills
Time Management, Problem Solving, Public Relations, Network Development, Provider Relations, Teamwork, Provider Contracting, Customer Service, Customer Relations, Marketing Communications, Press Releases, Writing, Community Outreach, Marketing, Recruiting

Education
University of Memphis   2010 — 2014
Master Health Administration, Health Administration

Middle Tennessee State University   2006 — 2008
M.S., Mass Communication

Tennessee State University   2001 — 2005
B.S., Mass Communication

Angela Wieck Angela Wieck Des Moines, Iowa Details
Angela Wieck's Principal Financial Group Experience May 2013 - October 2013
Job Human Resource Business Partner at Merit Resources
Industry Human Resources
Experience
Merit Resources  January 2014 - Present
Merit Resources  November 2013 - January 2014
Principal Financial Group   May 2013 - October 2013
Kelly Services  May 2011 - June 2012
The Affiliated Group  2007 - 2010

Skills
Applicant Tracking..., Talent Acquisition, Recruiting, Onboarding, Employee Relations, Temporary Placement, Talent Management, Human Resources, Temporary Staffing, Interviews, Sourcing, Employee Benefits, Staffing Services, New Hire Orientations, Contract Recruitment, Benefits Administration, Employee Engagement, FMLA, Performance Management, Hiring, HR Policies, Screening Resumes, Background Checks, Payroll, Workers Compensation, Cold Calling, Employee Training, Customer Service, Coaching, Conflict Resolution, Process Improvement, Outlook, Microsoft Office

Education
Minnesota School of Business-Rochester
Business Administration and Management, General

Matthew Mark Matthew Mark Republic, Missouri Details
Matthew Mark's Principal Financial Group Experience May 2013 - August 2013
Job System Analyst at ArcBest Technologies
Industry Computer Software
Experience
ArcBest Technologies  April 2014 - June 2015
HealthMEDX  November 2013 - March 2014
Principal Financial Group   May 2013 - August 2013
Sunkist Tans   October 2004 - January 2011
Pep Boys  July 2003 - September 2004
Walmart  March 2002 - May 2003

Skills
C#, SQL, Java, Access, Databases, SharePoint, XML, PL/SQL, Visual Studio, Programming, Visio, Windows, CSS, .NET, HTML, Oracle PL/SQL..., Software Development, Eclipse, Project Management, PHP, Software Documentation, Requirements Analysis, Database Design, Testing, Microsoft Office, Customer Service, Microsoft SQL Server, Stored Procedures, Visual Basic, ASP.NET, Android Development, VB.NET, SQLite, Windows 7, MySQL, Operating Systems, PSP, DB2, JavaScript, jQuery

Education
Missouri State University   2011 — 2013
Bachelor of Science, Computer Information Systems

Ozarks Technical Community College   2008 — 2011
Associates of Arts

KICKAPOO HIGH SCHOOL   1997 — 2001

Jeff Van Strien Jeff Van Strien Grand Rapids, Michigan Details
Jeff Van Strien's Principal Financial Group Experience December 1980 - Present
Job Senior Financial Representative | Financial Advisor | Princor Registered Representative at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group   December 1980 - Present

Skills
Wealth Management, Financial Analysis, Asset Allocation, Series 7, Series 6, Series 63, Life & Health Insurance..., Retirement Planning, 401k, 401k Rollovers, Roth IRA, Simple IRA, SEP IRA, Traditional IRA

Education
The American College   1983 — 2013
Chartered Life Underwriter, Human Life Value

Michigan State University   1975 — 1977

Jonathan Berg Jonathan Berg Greater Minneapolis-St. Paul Area Details
Jonathan Berg's Principal Financial Group Experience 2012 - Present
Job EBS at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group   2012 - Present
RBC Wealth Management  February 2011 - June 2012
RBC Capital Markets  April 2009 - February 2011
RBC Wealth Management  October 2006 - April 2009

Skills
Series 7, Series 63, 401k, 401k Rollovers, Retirement Planning, Strategic Financial..., Fixed Annuities, Variable Annuities, Mutual Funds, Investments, Wealth Management, Securities, Asset Managment, Employee Benefits, Business Planning, Asset Allocation, Estate Planning, Portfolio Management, Disability Insurance, Investment Strategies, Wealth Preservation..., Saving for Education, Managed Money, Buy-sell Agreements, Deferred Compensation, Key Person Insurance, Insurance, IRAs, Roth IRA, SEP IRA, 529 Plans, Universal Life, Financial Services, Finance, Retirement, Life Insurance, Financial Planners

Education
Miami University   2001 — 2005

International School of MN

Rich Hahn Rich Hahn Des Moines, Iowa Area Details
Rich Hahn's Principal Financial Group Experience January 2005 - April 2006
Job Software Engineer at Berkley Technology Services
Industry Information Technology and Services
Experience
Berkley Technology Services  August 2013 - Present
Berkley Technology Services  September 2008 - August 2013
Berkley Technology Services  April 2006 - September 2008
Principal Financial Group   January 2005 - April 2006
Midland National Life  May 1999 - January 2005

Skills
Websphere, Microsoft SQL Server, SQL, SDLC, DB2, Struts, JSP, Release Management, XSL, ITIL, IT Service Management, Java, SOA, WebSphere, XML, Requirements Analysis, Visio, Maven

Education
Minot State University   1994 — 1999
BS, Computer Science

Beulah High School   1990 — 1994
High School

Bryon Eggan Bryon Eggan Phoenix, Arizona Area Details
Bryon Eggan's Principal Financial Group Experience January 2013 - Present
Job Senior Sales Representative at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group   January 2013 - Present
Principal Financial Group   October 2008 - December 2012
Fifth Third Securities  July 2007 - October 2008
Salomon Smith Barney  February 2002 - July 2007

Skills
Retirement Planning, Wealth Management, 401k, Retirement, Retirement Plan..., Mutual Funds, Asset Allocation, Employee Benefits, Roth IRA, Pensions, Wealth Management..., Estate Planning, Investment Advisory, Fixed Annuities, IRAs, Uniform Combined State..., 401k Rollovers, Financial Advisory, Investment Strategies, Separately Managed..., FINRA, Defined Benefit, Disability Insurance, Life Insurance, Variable Annuities, Fiduciary, Fiduciary Liability

Education
Michigan State University   1999 — 2005
B.A., Advertising

Tim Mullenbach Tim Mullenbach Rochester, Minnesota Details
Tim Mullenbach's Principal Financial Group Experience April 1994 - September 1995
Job Advisory Software Engineer IBM i Networking at IBM
Industry Information Technology and Services
Experience
IBM  October 1999 - Present
Keane, Inc  October 1995 - September 1999
Principal Financial Group   April 1994 - September 1995
IBM - Mankato Project   September 1993 - March 1994
IBM  December 1992 - September 1993
IBM - Mankato Project   June 1992 - December 1992
Mankato State University  September 1991 - June 1992

Skills
Operating Systems, Testing, Databases, Software Documentation, Security, C++, C, Networking, Program Management, OS/400, Software Development, Requirements Analysis, IBM iSeries

Education
Minnesota State University, Mankato   1989 — 1994
Bachelor of Science (BS), Computer Science / Management Information Systems

Taylor Hamilton Taylor Hamilton Cincinnati, Ohio Details
Taylor Hamilton's Principal Financial Group Experience May 2014 - Present
Job IT Intern at Principal Financial Group
Industry Information Technology and Services
Experience
Principal Financial Group   May 2014 - Present
Miami University  November 2012 - August 2013
Mariemont Theater   February 2011 - August 2013

Skills
Microsoft SQL Server, SQL, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word

Education
Miami University   2011 — 2015
Bachelor of Science (B.S.), Information Systems and Analytics, Senior

Jan Mayhew Jan Mayhew Okemos, Michigan Details
Jan Mayhew's Principal Financial Group Experience 2000 - 2006
Job Registred Representative at Cetera Advisor Networks LLC
Industry Financial Services
Experience
Cetera Advisor Networks LLC  February 2011 - Present
Principal Financial Group   2000 - 2006

Skills
Client focused, An analyst with..., 30 years of experince...

Education
Michigan State University
Bachelor of Arts (BA), Liberal Arts and Sciences/Liberal Studies

Michigan State University
Bachelor of Arts (BA), Liberal Arts and Sciences/Liberal Studies

Darren Summers Darren Summers Chesterfield, Missouri Details
Darren Summers's Principal Financial Group Experience November 2014 - Present
Job Financial Services Representative, Princor Registered Representative, Financial Advisor
Industry Financial Services
Experience
Principal Financial Group   November 2014 - Present
AXA Advisors  December 2008 - October 2014
US Army  August 1994 - July 1997

Skills
Investments, Insurance, Retirement Planning, Financial Planning, Mutual Funds, Financial Analysis, Portfolio Management, Wealth Management, Financial Services, Risk Management

Education
Missouri State University   1998 — 2003
Bachelor of Science (BS), Finance, General

United States Military Academy Prep School   1997 — 1998
Graduate, General Studies

West Plains High School

West Plains High School

Rebecca Balf Rebecca Balf Dallas, Texas Details
Rebecca Balf's Principal Financial Group Experience June 2015 - Present
Job Account Executive at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group   June 2015 - Present
Miami University  May 2012 - Present
Miami University  August 2010 - Present
Principal Financial Group   June 2014 - June 2015
Today's Publications   June 2013 - August 2013
Special Olympics Kentucky  June 2013 - August 2013
Alumni Weekend Ambassador   June 2012 - June 2012
ZirMed  May 2011 - August 2011
Victoria’s Secret  May 2011 - August 2011
Baskin-Robbins  July 2008 - September 2009

Skills
Strategic Communications, Spanish, Operations Management, Event Planning, Leadership, Marketing, Press Releases, Customer Service

Education
Miami University   2010 — 2014
Bachelor of Arts (BA), Strategic Communications

Universidad de Oviedo   2013 — 2013
Study Abroad

Miami University Tour Guide, Miami University

Ballard High School   2006 — 2010

Gifford Pace Gifford Pace Marietta, Georgia Details
Gifford Pace's Principal Financial Group Experience September 2013 - December 2014
Job Financial Services Representative/Financial Advisor at Primerica
Industry Financial Services
Experience
Primerica  January 2014 - Present
GreenSky®  2014 - 2015
Principal Financial Group   September 2013 - December 2014
MidSouth Financial Group  December 2010 - September 2013
ADVO/Valassis  April 2004 - March 2011
Thompson & Co   November 2002 - February 2004
Boyd Gaming  May 2002 - October 2002
Blue Chip Casino  2002 - 2002
Sam's Town Casino  1998 - 2001
GodwinGroup  1997 - 1997

Skills
Term Life Insurance, Variable Annuities, Mutual Funds, Disability Insurance, Series 65, Series 7, Income Protection, Strategic Financial..., Credit, Retirement, Fixed Annuities, Key Person Insurance, Buy-sell Agreements, Database Marketing, Aikido, IRAs, 401k, Wealth Accumulation, Self Defense, Financial Services, Life Insurance, Supplemental Retirement..., Tax-Deffered Savings, Informal Business..., Charitable Giving, Asset Allocation, Deferred Compensation..., Executive Benefit..., 403b, SEP IRA, College Funding..., Survivor Income, Whole Life Insurance, Finance, Securities, Whole Life, Sales, Investments, Business Development, Portfolio Management, Long Term Care Insurance, Small Business, Financial Advisory, Series 6, Series 63, Marketing, Management, Marketing Strategy, Customer Service

Education
University of Memphis   1990 — 1992
MBA, Information Systems & Decision Sciences

Mississippi State University   1984 — 1988
BBA, Marketing

Bay Sr. High   1982 — 1984
Diploma, College Prep

Steven Storey Steven Storey Lithia, Florida Details
Steven Storey's Principal Financial Group Experience March 2005 - April 2006
Job Technical Trainer at General Dynamics Information Technology
Industry Information Technology and Services
Experience
General Dynamics Information Technology  June 2014 - Present
General Dynamics Information Technology  April 2013 - Present
General Dynamics Information Technology  June 2012 - March 2013
DSF Design Group   November 2009 - April 2012
Parker Land Surveying, LLC   August 2008 - November 2009
Stantec  April 2006 - August 2008
Principal Financial Group   March 2005 - April 2006
Duramed, Inc.   July 1998 - December 2004

Skills
Medicare, Leadership, Product Development, Team Building, Strategic Planning, Health Insurance, Business Process..., Applied Behavior..., Customer Service, Sales Management, Website Development, New Business Development, Presentation Coaching, Graphic Design, Telecommunications, Public Speaking, Instructor-led Training, Social Media, Account Management, Marketing Strategy, Social Media Marketing, Project Management

Education
Trident Technical College   2007 — 2008
Civil Engineering Technologies/Technicians

Tennessee Temple University   1989 — 1994
Bachelor's Degree, Interdisciplinary Studies

Midlands Technical College   1990 — 1990
Civil Drafting and Civil Engineering CAD/CADD

Kristina Merfeld Kristina Merfeld Milo, Iowa Details
Kristina Merfeld's Principal Financial Group Experience November 2000 - January 2002
Job Staff Accountant at Iowa Annual Conference UMC
Industry Accounting
Experience
Iowa Annual Conference UMC   January 2015 - Present
Iowa Annual Conference UMC   February 2002 - December 2014
Principal Financial Group   November 2000 - January 2002

Skills
Accounts Payable, Payroll, ADP Payroll, Spreadsheets, Microsoft Office, 10 Key, Typing, Nonprofits, Budgets, Microsoft Word

Education
Minneapolis Business College   1999 — 2001
Associate's degree, Accounting

Southeast Warren High School

Conrad R. Beeler Conrad R. Beeler Lansing, Michigan Area Details
Conrad R. Beeler's Principal Financial Group Experience January 2013 - Present
Job Financial Advisor at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group   January 2013 - Present
The Centennial Group  October 2011 - Present
Principal Financial Group   2013 - 2014
Principal Financial Group   2013 - 2014
Bank of America  July 2010 - September 2011

Skills
Employee Benefits, Retirement Plans, Retirement Planning, Financial Planning, Financial Analysis, Comprehensive Wealth...

Education
Michigan State University
Master of Science (M.S.), Intelligence and Analysis

Michigan State University
BA, Economics

Michigan State University
BA, Criminal Justice

Jamie Menges, CFP®, CPA Jamie Menges, CFP®, CPA Columbus, Ohio Area Details
Jamie Menges, CFP®, CPA's Principal Financial Group Experience August 2000 - June 2007
Job Principal at PDS Planning, Inc.
Industry Investment Management
Experience
PDS Planning, Inc.   February 2013 - Present
Investment Partners, LTD   June 2007 - February 2013
Principal Financial Group   August 2000 - June 2007
Crowe Horwath LLP  1999 - 2000

Skills
Strategic Financial..., Investments, High Net Worth..., Wealth Management..., Personal Tax Planning

Education
Miami University   1995 — 1999
BS, Accounting and Finance

Amy Hanophy Amy Hanophy Greater Denver Area Details
Amy Hanophy's Principal Financial Group Experience May 2003 - March 2007
Job Helping employers and employees make the most of their retirement plan
Industry Financial Services
Experience
CoBiz Insurance  August 2010 - Present
McMahon and Company   November 2008 - June 2009
TIAA-CREF  April 2007 - November 2008
Principal Financial Group   May 2003 - March 2007
Charles Schwab & Company, Inc   January 2000 - December 2002
Charles Schwab  January 1997 - January 2000
Prudential Securities  August 1996 - September 1997
Boseman's Sporting Goods   1991 - 1995

Skills
Wealth Management

Education
Metropolitan State University of Denver   1998 — 2004
Completed Certified Financial Planning Courses

University of North Carolina at Wilmington   1993 — 1995
MA, Education Administration

University of North Carolina   1989 — 1995
B.S, Physical Education

University of North Carolina

Bloomingdale High School   1987 — 1989

Charleston High School

Doug Deragisch Doug Deragisch Marshall, Minnesota Details
Doug Deragisch's Principal Financial Group Experience July 2006 - December 2007
Job Director of Risk Management at SW/WC Service Cooperative
Industry Insurance
Experience
SW/WC Service Cooperative  December 2007 - Present
Principal Financial Group   July 2006 - December 2007
Marshall Public Schools  July 1997 - June 2006

Skills
Insurance, Public Speaking, Strategic Planning, Health Insurance, Fundraising, Employee Benefits, Change Management, Microsoft Excel, Underwriting, Public Relations, Organizational..., Accounting, Group Benefit Plans, Executive Benefit..., Budgets, Finance, Management, Policy, Risk Management, Leadership

Education
Minnesota State University, Mankato   1991 — 1995
Master's degree, Educational Administration and Supervision

University of Sioux Falls   1983 — 1987
Bachelor of Science (BS), Social Science Teacher Education

Mary Saiz Mary Saiz Miami/Fort Lauderdale Area Details
Mary Saiz's Principal Financial Group Experience January 1996 - April 1999
Job President & CEO at Insuring Sources, Inc. Healthcare and Consulting Firm
Industry Insurance
Experience
Insuring Sources, Inc. Healthcare and Consulting Firm   July 2013 - Present
Medica Health Plans of Florida, Inc.   April 2008 - July 2013
Vista Healthplan  April 1999 - April 2009
Principal Financial Group   January 1996 - April 1999
PCA Health Plans of Florida   January 1989 - December 1995

Skills
Management Consulting, Product Development, Marketing Strategy, Medicare, Medicaid, Healthcare Management, Health Insurance, Healthcare, Physicians, Managed Care, EHR, Revenue Cycle, Team Building, Disability Insurance, Healthcare Consulting, Employee Benefits, Insurance, Business Development, Health Policy, Marketing, Hospitals, HMO, Program Management, HIPAA, Medical Billing, EMR, Healthcare Information..., Long-term Care, Sales Management, Disease Management, Provider Relations, Training, Healthcare Industry, Physician Relations, Home Care, Revenue Cycle Management, Sales, Informatics, Medicare Part D, Process Improvement, Utilization Management, Network Development, PPO, Credentialing, Pharmacy Benefit..., Practice Management, Health Care Reform, Healthcare Reimbursement, Claim, Health Information...

Education
University of Miami   2008 — 2014
BGS

Miami Dade College   1977 — 1979

Donna Bult, FLMI, HIA Donna Bult, FLMI, HIA Sioux Falls, South Dakota Details
Donna Bult, FLMI, HIA's Principal Financial Group Experience February 2011 - Present
Job Senior Marketing Coordinator / Princor Registered Representative at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group   February 2011 - Present
Howalt+McDowell Insurance, Inc.   August 1999 - February 2011

Skills
401k, Employee Benefits, Insurance, Marketing, Disability Insurance

Education
Mitchell Technical Institute
Accounting

Woonsocket High School

James Wolfe James Wolfe Las Vegas, Nevada Area Details
James Wolfe's Principal Financial Group Experience May 1995 - April 1998
Job CEO/THE FUNDING PARTNERS LLC.
Industry Financial Services
Experience
The Funding Partners   May 2008 - Present
MOGUL 365   January 2002 - Present
Principal Financial Group   May 1995 - April 1998
United States Army  October 1988 - May 1995

Skills
Management, Finance, Social Media, B2B, International Business, Economics, Military, Insurance, Intellectual Property, Strategic Planning, Business Development, Start-ups, Entrepreneurship, Mergers & Acquisitions, Risk Management, Marketing Strategy, Change Management, Statistics, Executive Management, Leadership Development, Leadership, Cross-functional Team..., Logistics Management, Loans, Financial Analysis, Financial Reporting, Financial Modeling, Financial Accounting, Compliance, Investment Banking, Investment Properties, Investment Strategies, Team Building, Teamwork, Corporate Social..., Lead Generation, Social Media Marketing, Media Planning, International Logistics, Integrated Marketing, International..., International Trade, Corporate Communications, Commodity Markets, Commodity Risk..., Strategic Communications, Tactical Planning, Tactical Operations, Organizational..., Organizational...

Education
New York University - Leonard N. Stern School of Business   1990 — 1992
Economics & Finance, Business/Managerial Economics

Michigan State University   1984 — 1988
Bachelors in Economics, Finance, Statistics, Banking, Corporate, Finance, and Securities Law

Fred Weckler Fred Weckler Orange, Virginia Details
Fred Weckler's Principal Financial Group Experience June 2013 - December 2013
Job Sole Proprietor at WECKLER Enterprises
Industry Financial Services
Experience
Self-employed  2009 - Present
Idependence Group, Frederick L. Weckler, WECKLER Enterprizes.   July 2005 - Present
Principal Financial Group   June 2013 - December 2013
MetLife  July 2009 - June 2013
Frederick L. Weckler Sole proprietor   November 2001 - July 2009

Skills
Benefit plans for small..., Providing financial..., Provide exit stratigies..., Suggest alternative..., Assist existing or new..., Develop benefit plans..., Full life cycle..., Implementation of...

Education
Michigan State University   1976 — 1978
Business Administration and Management, General

Wayne State University   1973 — 1975
Business Administration and Management, General

Grosse Pointe South HS   1969 — 1973

Pamla Jackson Pamla Jackson Overland Park, Kansas Details
Pamla Jackson's Principal Financial Group Experience May 2014 - Present
Job Internal Sales Specialist at Principal Financial
Industry Insurance
Experience
Principal Financial Group   May 2014 - Present
PrimeLending  January 2013 - May 2014
Staples Promotional Products  September 2011 - January 2013
Staples Promotional Products  July 2010 - September 2011
Staples Promotional Products  December 2008 - July 2010
Staples Promotional Products  April 2008 - December 2008
Lowe's Companies, Inc.   August 2007 - April 2008
Lowe's Companies, Inc.   March 2005 - April 2008

Skills
Excel, Customer Service, Microsoft Office, Problem Solving, PowerPoint, Pricing, Merchandising, Customer Relations, Account Management, Promotions, Team Building, Retail, Team Leadership, Vendor Relations, Strategic Planning, Word, Inventory Management, Social Media, Sales Management, Administration, Outlook, Microsoft Excel, Program Management, Negotiation, Marketing Strategy, Contract Negotiation, Sourcing, New Business Development, Microsoft Word

Education
Missouri Western State University   2001 — 2005
Bachelor's degree, Criminal Justice/Law Enforcement Administration

Adrian Gray Adrian Gray Saint Joseph, Missouri Details
Adrian Gray's Principal Financial Group Experience October 2012 - October 2013
Job Blue Cross Blue Shield of Kansas City
Industry Insurance
Experience
Blue Cross and Blue Shield of Kansas City  January 2014 - Present
Principal Financial Group   October 2012 - October 2013
Walmart  October 2011 - October 2012
Ashland UMC   October 2009 - April 2011

Skills
Retirement Planning, Financial Services, Investments, 401k, Life Insurance, Disability Insurance, Mutual Funds, Series 63, Traditional IRA, Roth IRA, Team Leadership, Youth Ministry, Music, Singing, Performing Arts, Facebook, Small Business, Health Insurance, Telephone Skills, Sales, Customer Service, Time Management, Public Speaking, Insurance, Retirement, Microsoft Office, Social Media, Team Building

Education
Missouri Western State University   2001 — 2005
Bachelor of Arts (BA), Vocal Music Performance

North Platte R-1   1998 — 2001

Coby Cupp Coby Cupp Pittsburg, Kansas Details
Coby Cupp's Principal Financial Group Experience January 1995 - January 2000
Job Systems Administrator at Names and Numbers
Industry
Experience
K.W. Brock Directories, Inc.   June 2008 - Present
KCA Financial Services  October 2005 - October 2006
Convergys ARM - Encore RMI  February 2002 - February 2005
Association of Independent Hospitals (AIH)   March 2000 - March 2001
Principal Financial Group   January 1995 - January 2000

Skills
IT Management, Process Improvement, IT Strategy, Information Technology, Business Analysis, SQL, Management, Integration, Visio, Vendor Management, SDLC, Project Management, Requirements Analysis, Linux System..., Windows Server, Windows 7, Disaster Recovery, SharePoint, System Administration, Windows

Education
Southwest Missouri State University   1991 — 1995
BS, Computer Information Systems

Mark Montesi Mark Montesi Dallas/Fort Worth Area Details
Mark Montesi's Principal Financial Group Experience 2011 - Present
Job Sales Rep Group NonMed Products at Principal Financial Group
Industry Insurance
Experience
Principal Financial Group   2011 - Present
Ericsson  2010 - June 2011
ADT Security Services  2009 - 2010
Vaco  July 2008 - December 2008
Hudson Highland Group  March 2003 - February 2008
Honeywell  2001 - 2003
GE Financial  2000 - 2001
Onsite Companies  1995 - 2000

Skills
Account Management, Budgets, Business Development, Building Relationships, Cold Calling, Consulting, Contract Recruitment, Cross-functional Team..., Customer Satisfaction, Customer Service, Direct Sales, Employee Benefits, Engineering, Executive Search, Human Resources, Insurance, Internet Recruiting, Interviews, Leadership, Lead Generation, Marketing, Management, Negotiation, Performance Management, New Business Development, Process Improvement, Program Management, Sales, Sales Management, Selling, Team Building, Team Leadership

Education
Miami University   1991 — 1995
B.S., Business

Jesse Clark Jesse Clark Sioux Falls, South Dakota Area Details
Jesse Clark's Principal Financial Group Experience August 2010 - Present
Job Financial Advisor at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group   August 2010 - Present

Education
Minnesota State University, Mankato   2005 — 2010
Business, Finance

Peter Erl Peter Erl Greater Chicago Area Details
Peter Erl's Principal Financial Group Experience November 2007 - February 2010
Job Sr. Financial Advisor, Portfolio Management
Industry Financial Services
Experience
The Investment Center, Inc.   June 2012 - Present
I.C. Advisory Services   January 2012 - Present
Morgan Stanley Wealth Management  March 2010 - June 2012
Principal Financial Group   November 2007 - February 2010
American Electronic Products   March 2006 - October 2007
Ruperl Enterprises   January 1989 - February 2006
JPB Partners, Inc   January 1987 - January 2000
General Dynamics Land Systems  January 1983 - January 1987

Skills
Options, Series 7, Equities, ETFs, Trading, Volatility, Investments, Risk Management, Securities, Trading Systems, Portfolio Management, Electronic Trading, Financial Services, Financial Markets, Financial Risk, Investment Management, Alternative Investments, Financial Advisory, Finance, Derivatives, Hedge Funds, Asset Allocation, Fixed Income, Asset Management, Bloomberg, FINRA, Investment Strategies, Hedging, Capital Markets, Bonds, Trading Strategies, Mutual Funds, Investment Advisory

Education
Michigan State University
B.S, Engineering

John Trondson John Trondson Greater Minneapolis-St. Paul Area Details
John Trondson's Principal Financial Group Experience January 2011 - Present
Job Financial Advisor for Principal Financial Group
Industry Insurance
Experience
Principal Financial Group   January 2011 - Present
Lifetime Fitness  January 1997 - Present
COUNTRY ® Financial  December 1998 - January 2011

Skills
Strategic Financial..., Investments, Sales, Marketing, Disability Insurance, Insurance, Team Building, Small Business, Customer Service, Account Management, Business Planning

Education
Metropolitan State University   1992 — 1994
Liberal Arts, Liberal Arts and Sciences/Liberal Studies

Middle Tennessee State University   1990 — 1992

Eddie Nicholson Eddie Nicholson Des Moines, Iowa Area Details
Eddie Nicholson's Principal Financial Group Experience January 2015 - Present
Job Regional VPLife Sales at Principal Financial
Industry Financial Services
Experience
Principal Financial Group   January 2015 - Present
Principal Financial  January 2007 - December 2014
Principal Financial Group   January 2004 - December 2006

Skills
Direct Marketing, Strategic Financial..., Fixed Annuities, Retirement, Insurance, Retirement Planning, Account Management, Brokers, Disability Insurance, 401k, Estate Planning, Financial Advisory, Wealth Management, Wealth, Underwriting, Term Life Insurance, Small Business, Management, Relationship Management, Risk Management, Sales, Series 6, Series 63, Series 7, Financial Risk, Financial Planners, Finance, Financial Services, Employee Benefits

Education
Minnesota State University, Mankato   1995 — 1997
Master of Arts (M.A.), Sports Business Administration

Marycrest College   1991 — 1995
Bachelor of Science (B.S.), Accounting

Thuong Pham Thuong Pham Greater Minneapolis-St. Paul Area Details
Thuong Pham's Principal Financial Group Experience August 2001 - March 2003
Job Senior Manager/Consultant at Concord
Industry Management Consulting
Experience
Concord  November 2010 - Present
Anthem  2010 - August 2015
TQP INDUSTRIES, LLC   March 2007 - November 2010
Deloitte  2010 - 2010
DSM  2009 - 2010
AMHERST GROUP LIMITED   March 2003 - March 2007
Principal Financial Group   August 2001 - March 2003
VIGNETTE CORPORATION  March 2000 - February 2001
ERNST & YOUNG LLP  August 1997 - March 2000
University of Minnesota Quality Leadership Center   September 1996 - June 1997

Skills
Performance Management, Project Implementation, Organizational Design, Business Analysis, Strategic Planning, Problem Solving, Tactical Planning, Process Transformation, Shared Services, Management Consulting, Process Engineering, Change Management, Program Management, Business Process Design, Business Strategy, Process Improvement, Business Intelligence, IT Strategy, Business Process..., Team Leadership, Business Management, Requirements Gathering, Performance Measurement, Visio, Business Process, SharePoint, Consultancy, MS Project, PMO, Project Portfolio..., Business Planning, Requirements Analysis, Strategy Development, Financial Modeling, Strategy, Consulting, Management, Analysis, E-commerce

Education
University of Minnesota - Carlson School of Management   1995 — 1997
MBA, Marketing and Finance

Minnesota State University, Moorhead   1990 — 1994
B.S, Marketing

Betsy Haynes Betsy Haynes Charlotte, North Carolina Area Details
Betsy Haynes's Principal Financial Group Experience January 2011 - May 2014
Job Client Relationship Executive at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial  May 2014 - Present
Principal Financial Group   January 2011 - May 2014
Fort Dearborn Life  May 2006 - June 2009
The Rutledge Group   July 2002 - February 2006
WellPath/Coventry Healthcare   January 1999 - January 2002
Kaiser Permanente  January 1989 - January 1999

Skills
Employee Benefits, Insurance, Account Management, Strategic Planning, Sales, Benefits Administration, Customer Service, Relationship Management, Direct Marketing, Networking, Customer Support, Contact Management, Team Building

Education
Meredith College   1980 — 1990
BS

Jim Maine Jim Maine Des Moines, Iowa Area Details
Jim Maine's Principal Financial Group Experience 1999 - 2001
Job Manager Financial Reporting and Compliance at Goodrich Aerospace
Industry Financial Services
Experience
UTC Aerospace Systems  2010 - Present
IMT Insurance Co   2007 - 2010
GuideOne Insurance  2001 - 2006
Principal Financial Group   1999 - 2001
NCMIC Insurance Company   1983 - 1999

Skills
Leadership, Accounts Payable, Strategic Planning, Management, Underwriting, Finance, Financial Risk, Strategy, Project Planning, Human Resources, Managerial Finance, Business Analysis, Forecasting

Education
Michigan State University   1972 — 1974
BA, Accounting

Institute of Internal Auditors
CIA, Certified Internal Auditors

Insurance Institute of America
AIAF, Insurance Accounting

Jerry Ernst, ChFC, LUTCF, CLU Jerry Ernst, ChFC, LUTCF, CLU Raleigh, North Carolina Details
Jerry Ernst, ChFC, LUTCF, CLU's Principal Financial Group Experience 1997 - 2000
Job Staff Manager
Industry Financial Services
Experience
Western & Southern Financial Group  June 2015 - Present
Yadkin Wealth   April 2014 - March 2015
New York Life  2011 - 2014
AXA Advisors  2008 - 2011
New York Life  2000 - 2008
Principal Financial Group   1997 - 2000

Education
Miami University
Bachelor of Applied Science (BASc)

Sheri Cariveau-Peterson Sheri Cariveau-Peterson Fargo, North Dakota Details
Sheri Cariveau-Peterson's Principal Financial Group Experience February 1983 - Present
Job Producer Development Coordinator/Princor Registered Representative at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group   February 1983 - Present

Skills
Employee Benefits, Financial Services, Access, Networking, Series 6, Leadership, Staff Management, Staff Development, Microsoft Publisher, Outlook, Accounting, Operations Management, Newsletter Production, Performance Reporting, Problem Solving, Standards Development, Invoice Processing, Corporate Branding, Registration, Licensing, Long Term Care Insurance, Microsoft Excel, Microsoft Word, QuickBooks, DST

Education
Minnesota State University, Moorhead   1984 — 1988
Bachelor's degree, Office Administration

Scott Nelsen Scott Nelsen Mankato, Minnesota Details
Scott Nelsen's Principal Financial Group Experience January 2013 - December 2013
Job Junior Commercial Lender at MinnStar Bank
Industry Financial Services
Experience
MinnStar Bank   June 2014 - Present
Principal Financial Group   January 2013 - December 2013
Minnesota State University, Mankato  July 2006 - December 2012
Drake University  October 2005 - July 2006
Minnesota Vikings Football, LLC  2005 - 2005

Skills
401k, 403(b), SEP &..., Disability Income..., Salary Continuation, Annuities (Variable &..., Estate Planning, Series 6, 63 & 65..., Asset Allocation, Executive Bennefits..., Split Dollar Plans, Business Continuation..., Financial Needs Analysis, Supplemental Retirement..., Business Overhead..., Income Protection, Survivor Income, Buy-Sell Argreements, 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 Compenstation..., Mutual Funds, Wealth Accumulation, Dental Insurance, Pension Plans, Whole Life Insurance

Education
Minnesota State University, Mankato   2003 — 2007
Masters, Athletic Administration

Peru State College   1999 — 2003
Bachelors, Sports Management

Armstrong-Ringsted High School   1994 — 2003

Sheila Sayler Sheila Sayler Des Moines, Iowa Area Details
Sheila Sayler's Principal Financial Group Experience February 2008 - November 2010
Job Business Development Executive at Genesis10
Industry Information Technology and Services
Experience
Genesis10  December 2011 - Present
Farmers Mutual Hail Insurance  November 2010 - December 2011
Principal Financial Group   February 2008 - November 2010
Wells Fargo Home Mortgage  September 2005 - December 2007
Cargill  January 1995 - September 2005

Skills
Program Management, Business Analysis, Recruiting, Consulting, Business Strategy, Business Development, Financial Services, Insurance, New Business Development, Business Planning, Integration, Agile Methodologies, Process Improvement

Education
Minnesota State University, Moorhead
Studied Accounting

University of Mary, North Dakota
Business Management

Brittany Flokstra, PhD Brittany Flokstra, PhD Waterloo, Iowa Area Details
Brittany Flokstra, PhD's Principal Financial Group Experience August 2012 - August 2013
Job Instructor in the Department of Chemistry and Biochemistry at University of Northern Iowa
Industry Higher Education
Experience
University of Northern Iowa  August 2013 - Present
Principal Financial Group   August 2012 - August 2013
Northwestern Mutual  June 2010 - June 2012
University of Northern Iowa  January 2008 - May 2010

Skills
Retirement, Risk Management, Income, Employee Benefits, Public Speaking, Fundraising, Volunteer Management, Research, Insurance, Higher Education, Non-profits, Investments, Leadership

Education
University of Iowa   2001 — 2009
PhD, Civil & Environmental Engineering

Missouri State University   1996 — 2000
BS, Geology and Chemistry

Dan Weldon Dan Weldon Greater Minneapolis-St. Paul Area Details
Dan Weldon's Principal Financial Group Experience 2007 - 2010
Job Major Accounts District Manager at ADP
Industry Information Technology and Services
Experience
ADP  August 2015 - Present
SPC  March 2012 - June 2015
Cbeyond  2010 - March 2012
Principal Financial Group   2007 - 2010
YMCA of Greater Saint Paul  2005 - 2007

Skills
Leadership, Sales, Security, Cloud Computing, Team Building, Lead Generation, Management, Networking, Salesforce.com, Marketing Strategy, Sales Process, Resource Management, Strategic Planning, Managed Services, Ethical Leadership, Exceptional Leader, Resource Management..., SaaS, Direct Sales, Project Management, Portfolio/Account Growth, Account Management, Customer Service, Marketing, Consulting, Sales Management, Joomla, Riverbed, Email Hosting, New Business Development, CRM, Cold Calling, Solution Selling, Sales Operations, Information Technology, Team Leadership, Microsoft Office, B2B, Strategy, Business Development, Contract Negotiation, Negotiation, Process Improvement, Public Speaking, SEO, Strategic Partnerships, Social Networking, Vendor Management, SEM, Enterprise Software

Education
Minnesota State University, Mankato   1998 — 2003
Bachelor of Science, Exercise Science

Mark Zoltay Mark Zoltay Greater Denver Area Details
Mark Zoltay's Principal Financial Group Experience October 2004 - March 2008
Job
Industry Financial Services
Experience
Standard Insurance Company  July 2011 - Present
MassMutual  April 2008 - December 2010
Principal Financial Group   October 2004 - March 2008
Cigna Retirement Services/Prudential Retirement Services   1999 - 2004
CNA Unisource  1997 - 1999
Pinnacol Assurance  1988 - 1997

Skills
401k, Defined Benefit, Retirement Plan..., Retirement Planning, Retirement, Series 7, Series 63, ERISA, Investments, Pensions, Mutual Funds, Defined Contribution, Investment Advisory, Asset Allocation, FINRA, Profit Sharing, Employee Benefits, Series 66, 409A

Education
Metropolitan State College of Denver   1983 — 1993
BS

Jennifer (Hatlestad) Donais, MBA, CFP® Jennifer (Hatlestad) Donais, MBA, CFP® Palm Desert, California Details
Jennifer (Hatlestad) Donais, MBA, CFP®'s Principal Financial Group Experience November 2010 - July 2013
Job Developing and implementing your wealth management plan, Risk management and investment strategies for business owners
Industry Financial Services
Experience
Praxis Wealth Management   August 2013 - Present
Principal Financial Group   November 2010 - July 2013
Cosmetic Surgery Institute   October 2004 - October 2010
BIGHORN GOLF CLUB  June 2004 - October 2004
HiMEC, Inc.   January 1996 - April 2004
HiMEC, Inc.   January 1994 - January 1996

Skills
Retirement Planning, Strategic Financial..., Investment Strategies, Wealth Management, Finance, Small Business, Succession Planning, Risk Management, Personal Finance, Wealth Management..., Insurance, Investments, Retirement, Accounting, Economics, Employee Benefits, 529 Plans, Life Insurance

Education
University of St. Thomas   1997 — 2001
Master of Business Administration (MBA)

Minnesota State University, Moorhead   1990 — 1994
Bachelor of Science, Business Administration

Patrick Mulvihill Patrick Mulvihill Greater Grand Rapids, Michigan Area Details
Patrick Mulvihill's Principal Financial Group Experience November 2009 - Present
Job Wealth Manager, Financial Planner at Principal Financial Group
Industry Investment Management
Experience
Principal Financial Group   November 2009 - Present
National Ski Patrol WMII   1996 - Present
KMB Properties   August 1993 - Present
A.G. Edwards & Sons, Inc.   June 2007 - November 2009
RRC Corp   April 1997 - May 2007

Skills
Retirement Planning, SEP IRA, Retirement, Profit Sharing, Fixed Annuities, Asset Allocation, Investments, Series 7, 401k Rollovers, Variable Annuities, Deferred Compensation, 401k, 403 b, Qualified Retirement..., Investment Advisory, Strategic Financial..., Financial Advisory, Wealth Management...

Education
East Grand rapids

Michigan Technological University
BSAP, Electrical Engineering / Applied Physics

Jeff Keisler Jeff Keisler Des Moines, Iowa Area Details
Jeff Keisler's Principal Financial Group Experience 1990 - 2005
Job Vice President Operations and Client Relations at The Barrent Group
Industry Financial Services
Experience
The Barrent Group  September 2008 - Present
Wells Fargo  November 2007 - September 2008
Wells Fargo  January 2005 - November 2007
Principal Financial Group   1990 - 2005
Creative Financing Incorporated   May 1983 - April 1990

Skills
Underwriting, Mortgage, Credit, Loans, Mortgage Lending, Fraud, Credit Risk, Credit Analysis, FHA, Change Management, Risk Management, Team Leadership, Mortgage Banking, Auditing, Operations Management, Residential Mortgages, Executive Management, Business Development, Loan Origination, Mortgage Underwriting, Start-ups, Leadership, Management, Refinance, Relationship Management, Banking, Finance, Training, Quality Assurance, CRM

Education
Midland Lutheran College   1978 — 1985
Bachelor Of Arts, Magna Cum Laude Graduate- Business Administration & English

Fremont High School   1974 — 1978

NolaKay Williamson NolaKay Williamson Greater Minneapolis-St. Paul Area Details
NolaKay Williamson's Principal Financial Group Experience September 1991 - December 1998
Job Owner of Amytime Fitness franchises in White Bear Lake and Mankato MN.
Industry Accounting
Experience
Anytime Fitness  July 2013 - Present
Guinn, Vinopal, & Zahradka, LLP   January 2015 - June 2015
Dopkins Accounting Services   January 2005 - December 2014
Principal Financial Group   September 1991 - December 1998
Think Federal Credit Union  1985 - 1991

Skills
Accounting, Tax Preparation, Tax Returns, Payroll, Income Tax, Accounts Receivable, Accounts Payable, Bookkeeping, QuickBooks, Sales Tax, Bank Reconciliation, Payroll Taxes

Education
Minnesota State University, Mankato   1987 — 1991
Bachelor of Business Administration (BBA), Accounting and Finance

Dover Eyota High School, Minnesota   1981 — 1987

Linda Dickerson Linda Dickerson West Des Moines, Iowa Details
Linda Dickerson's Principal Financial Group Experience September 2003 - June 2011
Job Experienced IT Professional
Industry Financial Services
Experience
Businessolver  May 2015 - Present
I Found Fitness, Inc.   July 2014 - Present
ITAGroup  August 2011 - October 2014
Principal Financial Group   September 2003 - June 2011
Saks Incorporated  October 1992 - June 2003

Skills
SDLC, SQL, Agile Methodologies, Business Analysis, Requirements Analysis, Visio, Systems Analysis, SharePoint, Business Requirements, Requirements Gathering, Databases, User Acceptance Testing, Process Improvement, Management, Software Documentation, Insurance, Vendor Management, Strategic Planning, DB2, Analysis, COBOL, Information Technology

Education
Midland University   1984 — 1988
BSBA, Computer Science

Waterloo Central High School   1980 — 1984

Paul Hosemann Paul Hosemann Birmingham, Alabama Area Details
Paul Hosemann's Principal Financial Group Experience June 1991 - October 1995
Job Owner, Alabama MedScreen, Inc./EMSI Digital Medical Records Retrieval, Insurance Examinations
Industry Information Services
Experience
Alabama MedScreen, Inc./EMSI   January 2000 - Present
AmSouth Bank  October 1995 - January 2000
Principal Financial Group   June 1991 - October 1995
Hawkeye Savings and Investments   May 1988 - May 1991
A.G. Edwards & Sons, Inc.   June 1986 - May 1988

Skills
Banking, Credit, Networking, Team Building, Training, Business Strategy, Coaching, Team Leadership, Strategy, Vendor Management, Due Diligence, Operations Management, Risk Management, Financial Advisory, Sales Management, Strategic Planning, Account Reconciliation, Litigation Support, FHA, Software Documentation, Corporate Law, Access, Outlook, Consumer Lending, Financial Modeling, Management, Sales, Insurance

Education
Truman State University   1984 — 1986
BS, Accounting/Finance

Mississippi State University   1982 — 1984
Accounting

Joshua C. Blau Joshua C. Blau Greater New York City Area Details
Joshua C. Blau's Principal Financial Group Experience February 2015 - Present
Job Senior Financial Services Representative, Princor Registered Representative at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group   February 2015 - Present

Skills
Retirement Planning, Disability Insurance, 401k, Long Term Care Insurance, Mutual Funds, Small Business, Estate Planning, Sales, Term Life Insurance, Asset Allocation, Series 63, Whole Life Insurance, Annuities (Variable &..., Business Continuation..., Buy-sell Agreements, Buy-Sell Reviews, Deferred Compensation..., Financial Needs Analysis, Informal Business..., IRAs (Traditional &..., Tax-Deferred Savings, Wealth Accumulation

Education
Mitchell College

Ron Church Ron Church Bakersfield, California Details
Ron Church's Principal Financial Group Experience March 1987 - May 2011
Job Retirement Plan Consultant
Industry Financial Services
Experience
Ironwood Retirement Plan Consultants   May 2011 - Present
Principal Financial Group   March 1987 - May 2011

Education
Michigan State University   1975 — 1977
Master of Science (MS), Soil Sciences

Michigan Technological University   1969 — 1972
Bachelor of Science (BS), Forest Management/Forest Resources Management

Tim Schiller Tim Schiller Des Moines, Iowa Area Details
Tim Schiller's Principal Financial Group Experience March 2010 - Present
Job IT LeaderSenior at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group   March 2010 - Present
Principal Financial Group   February 2006 - March 2010
Principal Financial Group   August 2000 - February 2006

Skills
Disaster Recovery, SharePoint, SDLC, Process Improvement, Enterprise Architecture, IT Strategy, Vendor Management, Data Center, SQL, Networking, Troubleshooting, Software Documentation

Education
Minnesota State University, Moorhead   1989 — 1991

Steven Fairbank Steven Fairbank Phoenix, Arizona Area Details
Steven Fairbank's Principal Financial Group Experience 2002 - 2003
Job IT Mainframe Consultant working through Baker IT, Inc.
Industry Information Technology and Services
Experience
Baker IT, Inc.   January 2011 - Present
Arizona Health Care Cost Containment System  2003 - 2010
Principal Financial Group   2002 - 2003
AdvancePCS (formerly PCS Health Systems)   July 1996 - May 2002
Advance PCS  1996 - 2002
AZ Department of Economic Security  November 1990 - July 1996

Education
Securities licensing NASD   2002 — 2002
Securities

Mesa Community College
Associates, CIS

Northern Arizona University
Liberal Arts and Sciences

Steve Miller, CLU Steve Miller, CLU Des Moines, Iowa Area Details
Steve Miller, CLU's Principal Financial Group Experience 1986 - 1995
Job Life Sales Representative @ EMC National Life
Industry Insurance
Experience
EMC National Life   December 2005 - Present
Marsh  1996 - 2005
Principal Financial Group   1986 - 1995

Skills
Insurance, Customer Relations, Customer Service, Sales Management, Property & Casualty..., Term Life Insurance, Employee Benefits, General Insurance, Disability Insurance, Life Insurance, Marketing, Commercial Insurance, Brokers, Health Insurance, Risk Management

Education
Minnesota State University, Mankato   1979 — 1983
BS, Marketing & Finance

Geronimo Schmidt Geronimo Schmidt Miami/Fort Lauderdale Area Details
Geronimo Schmidt's Principal Financial Group Experience March 2015 - Present
Job Financial Registered Representative,Princor Registered Representative
Industry Insurance
Experience
Principal Financial Group   March 2015 - Present
Friends With Benefits LLC   January 2008 - Present
New York Life Insurance Company  March 2014 - December 2014
Principal Financial Group   January 2007 - December 2009
Met Life  2002 - 2005
Group 1 Software  2000 - 2001

Skills
Insurance, Retirement, Strategic Financial..., Health Insurance, Life Insurance, Employee Benefits, Disability Insurance, Term Life Insurance, Long Term Care Insurance, Finance, Investments, Account Management, Financial Services, Fixed Annuities, Strategic Planning, Estate Planning, Critical Illness, Long-term Care, Retirement Planning, 401k, Mutual Funds, Series 7, Securities, International Insurance, Series 66, CMS Certification...

Education
Gold Coast Real Estate   2000 — 2001
Real Estate Licenses, Insurance Licenses, Financial Planning and Services

Miami Dade College   1974 — 1978
AA, Business

Tim Nichols Tim Nichols Kansas City, Missouri Area Details
Tim Nichols's Principal Financial Group Experience 1990 - 1992
Job VP Residential Mortgage Sales ManagerCentral Bank of the Midwest
Industry Financial Services
Experience
Central Bank  May 2015 - Present
UMB Bank  June 2014 - May 2015
Inlanta Mortgage Inc.   August 2013 - June 2014
Arvest Bank  October 2010 - August 2013
Capitol Federal   October 2005 - October 2010
North American Savings Bank  October 1994 - October 2002
Principal Financial Group   1990 - 1992

Skills
Mortgage Lending, Credit, Banking, VA, FHA, Conventional, Refinance, Loan Origination, Consumer Lending, Loans, Residential Mortgages, Mortgage Banking, Commercial Banking, Commercial Lending, Sales Management, VA loans, USDA, Real Estate, First Time Home Buyers, Underwriting, Small Business Lending, Sales, FHA financing, Credit Analysis, Finance, Retail Banking, Relationship Management, Investments, Portfolio Management, Commercial Mortgages, Credit Risk, Real Estate Financing, Home Equity Loans, Construction Loans, Branch Management, Mortgage Underwriting, Cross Selling, Leadership, Lines Of Credit, VA Loans, FHA Financing

Education
Missouri State University   1980 — 1982
BS, Marketing

Belton High School - Belton MO   1975 — 1978

Craig Rodamaker Craig Rodamaker Greater Minneapolis-St. Paul Area Details
Craig Rodamaker's Principal Financial Group Experience 1997 - 1999
Job VP of Sales at Legacy
Industry Insurance
Experience
Legacy  October 2004 - Present
Allianz Life  September 1999 - October 2004
ING  1999 - 2000
Principal Financial Group   1997 - 1999
Prudential Insurance  1987 - 1997

Skills
Management, Marketing, Sales, Leadership, Fixed Annuities, Long-term Care, Life Insurance, Insurance, Marketing Strategy, Product Development, Retirement, Social Media Marketing, Retirement Planning, Sales Management, Account Management, Email Marketing, New Business Development, Lead Generation, Online Marketing, Product Marketing, Direct Marketing, Strategic Partnerships, Marketing Management, Sales Operations, Salesforce.com, Competitive Analysis, B2B, Strategy, Online Advertising, Business Development, SEM, SEO, Digital Marketing, Advertising, Analytics, Sales Presentations, Integrated Marketing, Brand Development, Marketing Communications, Strategic Planning, Entrepreneurship, Start-ups, Social Networking

Education
Minnesota State University, Mankato   1976 — 1980
BA, Marketing

Darrell Klooster Darrell Klooster Des Moines, Iowa Area Details
Darrell Klooster's Principal Financial Group Experience September 2005 - December 2008
Job Senior Loan Administrator Commercial Mortgage
Industry Financial Services
Experience
American Equity Investment Life Insurance Company  August 2013 - Present
Agri-Access, division of AgStar Financial, Inc.   January 2011 - August 2013
American Abstract and Title Companny   April 2009 - January 2011
Principal Financial Group   September 2005 - December 2008
Principal Financial Group   April 1997 - September 2005
Principal Financial Group   September 1988 - April 1997

Skills
Real Estate, Analysis, Management, Negotiation, Research, Financial Analysis, Investments, Asset Managment, Portfolio Management, Underwriting, Leadership, Loans, Marketing, Valuation, Accounting, Asset Management, Finance, Mortgage Lending, Commercial Real Estate

Education
Minnesota State University, Mankato   1981 — 1985
BS, Business Administration

Charles Grosby Charles Grosby Kansas City, Missouri Area Details
Charles Grosby's Principal Financial Group Experience January 1997 - March 1999
Job Regional Leader Primerica Financial Services
Industry Financial Services
Experience
Primerica, Inc.   May 1999 - Present
Principal Financial Group   January 1997 - March 1999

Skills
Fixed Annuities, Retirement, Retirement Planning, Customer Service, Long-term Care, Budgets, Microsoft Word, Financial Education, Life Insurance, Microsoft Office, Recruiting, Leadership, Leadership Development, Time Management, Organizational..., Strategic Planning, College Savings Plans, Roth IRA, Retirement Savings, Variable Annuities, IRAs, 401k Rollovers, Training, Licensed Life Insurance..., Simple IRA, Income Protection, RRSP, Saving for Education, Long Term Care Insurance, Education Funding, Debt Management, Key Person Insurance, Traditional IRA, Coaching, 403 b, Securities License, Personal Financial..., SEP IRA, Rollovers, 529 Plans, Indexed Annuities, Equity Indexed Annuities, Financial Coaching, Annuity Sales, Public Speaking, Team Building

Education
The American College of Financial Services   1995 — 1996
LUTCF - Life Underwriter Training Council, Fellow, Personal & Business Financial & Retirement Strategies, A

B.A. South Eastern University   1971 — 1976
Bachelor of Arts (BA), Theological and Ministerial Studies

Midwestern Baptist Theological Seminary
Pastoral & Chaplaincy Studies

Tanya Mauk Tanya Mauk Des Moines, Iowa Area Details
Tanya Mauk's Principal Financial Group Experience November 2000 - June 2009
Job DuPont Pioneer
Industry Financial Services
Experience
DuPont Pioneer  March 2011 - Present
Marsh  November 2009 - March 2011
Principal Financial Group   November 2000 - June 2009
Principal Financial Group   June 1998 - November 2000

Skills
Business Analysis, Financial Analysis, Internal Controls, Strategic Financial..., Essbase, Project Portfolio..., Hyperion Enterprise, Analysis, Business Requirements, Financial Reporting, Accounting, Forecasting, Financial Modeling

Education
Midland University   1994 — 1998
Bachelors of Science in Business Administration, Accounting, Management

Robert Johnson, CFP® Robert Johnson, CFP® Greater Atlanta Area Details
Robert Johnson, CFP®'s Principal Financial Group Experience November 2004 - Present
Job Retirement Plan Professional / Account Executive Director at the Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group   November 2004 - Present
Charles Schwab  1999 - 2004
Insight Enterprises  1994 - 1999

Skills
Retirement Planning, 401k, Defined Benefit, Qualified Retirement..., Defined Contribution, Retirement

Education
Metropolitan State University of Denver

Western Michigan University
Bachelor of Science

J. T. Miller J. T. Miller Mankato, Minnesota Details
J. T. Miller's Principal Financial Group Experience August 2015 - Present
Job Registered Representative at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group   August 2015 - Present
Play It Again Sports-Mankato   August 2006 - July 2015

Skills
401k, 403 b, SEP IRA, Simple IRA, Fixed Annuities, Variable Annuities, Asset Allocation, Business Overhead..., Buy-sell Agreements, Charitable Giving, College Funding..., Deferred Compensation, Dental Insurance, Disability Insurance, Estate Planning, Executive Benefit..., Income Protection, Business Valuation, Traditional IRA, Roth IRA, Key Person Insurance, Long Term Care Insurance, Mutual Funds, Individual Pension Plans, Series 6, Series 63, Survivor Income, Term Life Insurance, Employee Wellness..., Wealth Accumulation, Whole Life Insurance, Universal Life Insurance, Health Insurance

Education
Minnesota State University, Mankato
Bachelor’s Degree, Economics

Jeanine Mixdorf Jeanine Mixdorf Des Moines, Iowa Area Details
Jeanine Mixdorf's Principal Financial Group Experience 2007 - March 2015
Job Vice President of Marketing at Affiliates Management Company
Industry Marketing and Advertising
Experience
Affiliates Management Company  March 2015 - Present
Principal Financial Group   2007 - March 2015
Kojaian Companies   October 1999 - September 2007
Sandy Corporation a division of General Physics Corporation  1997 - September 1999
Kragie-Newell (now the Integer Group)   1997 - 1997
Thomas C. Porter & Associates   1995 - 1997
American Lung Association of Iowa   1994 - 1996
Ruder Finn  1993 - 1994

Skills
Integrated Marketing, Press Releases, Management, Strategic Communications, Public Relations, Crisis Communications, Marketing, Corporate Communications, Newsletters, Copywriting, Media Relations, Social Media, Marketing Communications, Social Media Marketing, Marketing Management, Internal Communications

Education
Michigan State University   1998 — 2000
advertising, public relations

University of Northern Iowa   1988 — 1993
Communications / Marketing

Laura Monaco, FLMI, CLU, RHU Laura Monaco, FLMI, CLU, RHU Columbus, Ohio Details
Laura Monaco, FLMI, CLU, RHU's Principal Financial Group Experience August 1988 - July 1998
Job Account Manager/Benefits Consultant
Industry Insurance
Experience
VSP Vision Care  April 2014 - Present
Dawson Companies aka Assured Partners   February 2013 - March 2014
Wells Fargo Insurance Services  July 2010 - February 2013
Willis of Ohio, Inc.   October 2008 - July 2010
HRH  July 2001 - October 2008
Berwanger Overmyer Associates   December 1999 - July 2001
Ashland Inc  July 1998 - December 1999
Principal Financial Group   August 1988 - July 1998

Skills
Annuities, Accident, CLU, Health Insurance, Employee Benefits, Insurance, Dental, Disability Insurance, Group Benefits, Benefits Administration, Account Management, Compliance, Underwriting, Health, Healthcare, Benefits, Customer Service, Customer Relations, Strategic Planning, Financial Analysis, Term Life Insurance, Team Building, Long Term Care, Negotiation, Pensions, Problem Solving, Excel, Word, PowerPoint, Marketing Strategy, Mentoring, Public Speaking, Health Savings Accounts, Microsoft Office, Presentations, Marketing, Life Insurance, COBRA, 401k, Claim, Managed Care, Critical Illness, Group Insurance, Licensed Life, Health Care Reform, Commercial Insurance, Fixed Annuities, Long-term Care, Medicare, Professional Liability

Education
Muskingum University   2015 — 2017
Masters of Information Strategy Systems and Technology, Currently enrolled, Gradepoint of 4.0 (scale up to 4.0)

Otterbein College   1989 — 1992
Bachelor of Science, Finance and Marketing, Gradepoint of 3.0 (scale up to 4.0)

Miami University   1983 — 1985
Pre-Med

Westerville North High School   1979 — 1983
High School Diploma, Pre-College

Lesa Hamilton Lesa Hamilton Des Moines, Iowa Area Details
Lesa Hamilton's Principal Financial Group Experience December 1994 - July 2003
Job Business Analyst at Sammons Financial Group Members Companies
Industry Information Technology and Services
Experience
Sammons Financial Group Member Companies  August 2015 - Present
Paragon  December 2013 - August 2015
Athene Holdings  November 2010 - December 2012
Wells Fargo Home Mortgage  August 2002 - March 2007
Principal Financial Group   December 1994 - July 2003

Skills
Business Requirements, Visio, Business Analysis, Vendor Management, SDLC, Requirements Gathering, SharePoint, ITIL, Process Improvement, Business Process..., Requirements Analysis, Software Documentation, IT Strategy, PMO, User Acceptance Testing

Education
Missouri Western State University   1991 — 1994
Administrative, Administrative Assistant and Project Mgmt

Susan Beeck Susan Beeck Greater Denver Area Details
Susan Beeck's Principal Financial Group Experience October 1985 - October 1996
Job Reporting Manager at YES! Communities
Industry Accounting
Experience
AJS Partners   May 2014 - July 2014
Experis  May 2013 - May 2014
IHS  May 2012 - April 2013
Brigus Gold Corporation (formerly Apollo Gold)   July 2005 - September 2011
Brownstein Hyatt Farber Schreck  March 2004 - June 2005
Great American / ServiceStar Holdings   April 2001 - March 2004
Lincoln Electric Systems  August 1999 - March 2001
MetLife  October 1996 - July 1999
Principal Financial Group   October 1985 - October 1996

Skills
Corporate Finance, Accounting, GAAP, Financial Reporting, SEC filings, General Ledger, Financial Analysis, Accounts Payable, Microsoft Excel, Financial Accounting, Account Reconciliation, Internal Controls, Sarbanes-Oxley Act, Variance Analysis, Accounts Receivable, Cash Flow, Finance, Payroll, Consolidation, Cash Management, Budgets, Sarbanes-Oxley, Fixed Assets

Education
Minnesota State University, Mankato   1984 — 1985
Bachelor's Degree, Accounting

Geoff Peconga Geoff Peconga Greater St. Louis Area Details
Geoff Peconga's Principal Financial Group Experience December 2006 - Present
Job Director Consulting & Business Development at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group   December 2006 - Present
General America Life Insurance   1995 - 2001

Education
St. Louis University, MBA Finance; Missouri State University, BS Business   1986 — 1988
MBA, Finance, General

Missouri State University   1974 — 1979
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services

Martin DesLauriers Martin DesLauriers Sioux Falls, South Dakota Area Details
Martin DesLauriers's Principal Financial Group Experience October 2011 - December 2012
Job Financial Advisor at UBS
Industry Financial Services
Experience
UBS  May 2014 - Present
UBS  December 2012 - May 2014
Principal Financial Group   October 2011 - December 2012
Principal Financial Group   June 2010 - October 2011

Education
Minnesota State University   2005 — 2009
Bachelor of Science, Finance - Financial Planning; Economics

Minnesota State University, Mankato   2005 — 2009
BS, Finance, Economics

Cindy Kreuder (Blumhardt) Cindy Kreuder (Blumhardt) Des Moines, Iowa Details
Cindy Kreuder (Blumhardt)'s Principal Financial Group Experience January 2013 - Present
Job Senior Financial Analyst at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group   January 2013 - Present
Principal Financial Group   January 2007 - March 2013

Skills
Financial Reporting, Financial Analysis, Accounting, Financial Accounting, Variance Analysis, Cash Flow, Financial Modeling, Internal Controls, Hyperion Enterprise, GAAP, Financial Statements, Finance, Forecasting, Financial Forecasting, Essbase, US GAAP, Microsoft Excel, Cash Flow Forecasting, Corporate Finance, Financial Statement...

Education
Michigan Technological University   2002 — 2006
Bachelor of Science (B.S.), Business Administration/Accounting

Iowa State University   2005 — 2006
Accounting via Student Exchange Program

Brad Dirksen Brad Dirksen Greater Minneapolis-St. Paul Area Details
Brad Dirksen's Principal Financial Group Experience 1995 - 1998
Job Regional Vice President at CUNA Mutual Retirement Solutions
Industry Financial Services
Experience
CUNA Mutual Retirement Solutions  May 2015 - Present
The Retirement Advantage, Inc.   June 2008 - April 2015
OptumHealth  January 2007 - April 2008
Ameriprise Financial  October 2000 - January 2007
American Express Financial Advisors  May 1998 - October 2000
Principal Financial Group   1995 - 1998

Skills
401k, Pensions, Profit Sharing, Retirement Plan..., Defined Contribution, Business Analysis, Retirement, New Business Development, Defined Benefit, ERISA, Project Management, Team Building, Process Improvement, Business Planning, Risk Management, Qualified Retirement..., Analysis, Negotiation, Coaching, Financial Analysis, Strategy, Customer Service, Product Management

Education
University of St. Thomas - Opus College of Business   2000 — 2004
MBA, Management

Forest City High School

Minnesota State University, Mankato
BS, Finance, Real Estate, Insurance, Accounting

Christopher Kellogg Christopher Kellogg Utica, New York Area Details
Christopher Kellogg's Principal Financial Group Experience April 2002 - July 2006
Job CoFounder/Owner at Kognitive Systems LLC
Industry Information Technology and Services
Experience
Kognitive Systems LLC   September 2014 - Present
The Kellogg Agency, LLC   August 2008 - Present
BNY Mellon  February 2015 - 2015
MetLife Resources  July 2006 - October 2008
Principal Financial Group   April 2002 - July 2006

Skills
IT Strategy, Entrepreneurship, Start-ups, Retirement Planning, Business Development, Security, Cloud Computing, Network Security, Investments, Retirement, ITIL, Business Strategy, Business Intelligence, Management Consulting, New Business Development, Leadership, Management, Microsoft Excel, Microsoft Office, Strategy, Strategic Planning, Sales, Public Speaking, Customer Service, Training, Marketing Strategy, Finance, Marketing, Team Building

Education
Utica College   2014 — 2016
Cyber Security & Information Assurance, Cyber Security

Mohawk Valley Community College-Utica Branch   2013 — 2014
Cyber Security A.S program, Cyber Security

Holland Patent Central School

Julie Kretzschmar Julie Kretzschmar Saint Ansgar, Iowa Details
Julie Kretzschmar's Principal Financial Group Experience August 2001 - February 2002
Job Corporate Quality and Process Control Coordinator at Hormel Foods
Industry Food Production
Experience
Hormel Foods  December 2012 - Present
Hormel Foods  August 2005 - November 2011
Principal Financial Group   August 2001 - February 2002

Education
Middle Tennessee State University   1987 — 1989
Bachelor of Science (BS), Recording Industry Management

Uinveristy of Iowa   1985 — 1987
Mass Communication/Media Studies

Randy Jackson Randy Jackson Greater Memphis Area Details
Randy Jackson's Principal Financial Group Experience July 2015 - Present
Job Financial Representative at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group   July 2015 - Present
Transamerica Agency Network, Inc.   January 2013 - Present
Transamerica  February 2013 - July 2015

Skills
Insurance, Fixed Annuities, Life Insurance, Retirement, Disability Insurance, Finance, 401k, IRAs, Roth IRA, Traditional IRA, Simple IRA, SEP IRA, 403 b, Variable Annuities, Asset Allocation, Business Continuity..., Business Overhead..., Buy-sell Agreements, Buy-Sell, Charitable Giving, College Funding..., Deferred Compensation, Dental Insurance, Estate Planning, Executive Benefit..., Financial Analysis, Income Protection, Business Valuation, Key Person Insurance, Long Term Care Insurance, Mutual Funds, Individual Pension Plans, Retirement Planning, Series 63, Series 6, Survivor Income, Term Life Insurance, Universal Life, Employee Wellness..., Wealth Accumulation, Whole Life, Customer Service, Health Insurance, Leadership, Microsoft Excel, PowerPoint, Public Speaking, Sales, Social Media, Social Networking

Education
Wake Forest University School of Divinity   2013 — 2016
Master of Divinity (MDiv), Divinity/Ministry

Middle Tennessee State University   2008 — 2012
Bachelor of Business Administration (BBA), Finance and Financial Management Services

Rene Vaughn Rene Vaughn Greater Nashville Area Details
Rene Vaughn's Principal Financial Group Experience July 2010 - December 2010
Job Account Executive at The Crichton Group
Industry Insurance
Experience
The Crichton Group  March 2012 - Present
CIGNA Healthcare  March 2011 - March 2012
Principal Financial Group   July 2010 - December 2010
CIGNA Healthcare  August 2009 - July 2010
CIGNA Healthcare  March 2006 - August 2009
CIGNA Healthcare  August 2004 - March 2006

Skills
Health Insurance, Insurance, Provider Relations, Medicare, Managed Care, Employee Benefits, Employee Relations, Health Savings Accounts, Healthcare, Brokers, Benefits Administration, Customer Service, Sales Operations, Underwriting, Commercial Insurance, Claims Management, HMO, Life Insurance, Claim, Team Leadership

Education
Middle Tennessee State University
BBA, Finance

Bob Annexstad, CFP® Bob Annexstad, CFP® Des Moines, Iowa Area Details
Bob Annexstad, CFP®'s Principal Financial Group Experience February 2000 - Present
Job Sr. Sales Manager at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group   February 2000 - Present
Principal Financial Group   2000 - 2010

Skills
Retirement Planning, Life Insurance, Retirement, 401k, Mutual Funds, Wealth Management, Series 7, Fixed Annuities, Series 63, Investments, Strategic Planning, Series 6, Insurance, Financial Services, Sales, Asset Allocation

Education
Minnesota State University, Mankato   1994 — 1998

Grace Vera Grace Vera Miami/Fort Lauderdale Area Details
Grace Vera's Principal Financial Group Experience 2002 - 2003
Job Lead New Business Case Manager at Brandon Brokerage Group
Industry Insurance
Experience
Brandon Brokerage Group   February 2003 - Present
Principal Financial Group   2002 - 2003
MassMutual Financial Group  1987 - 2000
AA Uniforms Company   1983 - 1987

Skills
Microsoft Word, Microsoft Office, Microsoft Excel, Leadership, Training, Management, Coaching, Sales, New Business Development, Policy, Insurance, Process Improvement, Risk Management, Fixed Annuities, Life Insurance, Underwriting, Term Life Insurance

Education
Miami Dade College   1983 — 1986
Associate's degree, Business Administration, Management and Operations

David Kolb David Kolb Rockford, Michigan Details
David Kolb's Principal Financial Group Experience July 2013 - October 2013
Job Sporting Goods Professional
Industry Sporting Goods
Experience
Off Shore Tackle   January 2001 - Present
Principal Financial Group   July 2013 - October 2013
Lowrance   2006 - 2012
David Kolb Inc   2007 - 2010
Magna Donnelly  1998 - 2005
Schefenacker  2003 - 2004
Raytheon  1989 - 1991

Skills
Customer Service, Marketing Strategy, Event Planning, Insurance, Business Strategy, Public Speaking, Sales, Account Management, Leadership, Business Planning, Asset Allocation, Financial Analysis, Wealth Management, 401k Rollovers, 401k, IRAs, Series 7, Series 63, Life & Health Insurance..., Income Protection, Buy-sell Agreements

Education
Western Michigan University   1990 — 1993
Master of Business Administration (MBA)

Michigan State University   1982 — 1987
BS, Electrical Engineering

Jill Emerson Jill Emerson Pinehurst, North Carolina Details
Jill Emerson's Principal Financial Group Experience 1999 - 2001
Job Sales ManagerFirstCarolinaCare at FirstHealth of the Carolinas
Industry Insurance
Experience
FirstCarolinaCare Insurance Company  May 2003 - Present
FirstHealth of the Carolinas  May 2003 - Present
Principal Financial Group   1999 - 2001
HealthPlan Services  1998 - 2000
Old Northwest Agents  1991 - 1998

Skills
Employee Benefits, Insurance, Health Insurance, Underwriting, Life Insurance, Disability Insurance, Health Savings Accounts, Sales, Brokers, Term Life Insurance, Whole Life, Long-term Care, Critical Illness, Long Term Care Insurance

Education
Meredith College   1993 — 1996
Master of Business Administration (MBA), Business

Meredith College   1988 — 1992
Bachelor's degree, Economics

Andrea Hei Andrea Hei Greater Denver Area Details
Andrea Hei's Principal Financial Group Experience 2003 - 2011
Job Marketing Director at Peak Promotions LLC
Industry Marketing and Advertising
Experience
Peak Promotions LLC   January 2013 - Present
Natural Promotions Online   January 2012 - January 2013
Natural Promotions Online   June 2012 - 2012
Principal Financial Group   2003 - 2011

Skills
Insurance, Account Management, Relationship Management, Marketing, Direct Marketing, Marketing Communications, CRM, Marketing Strategy, Strategic Planning, Vendor Management, Integrated Marketing, Sales, promotional products, Advertising, Business Development, Sales Management, Budgets, Leadership, Training, Customer Service

Education
Metropolitan State College of Denver

Metropolitan State College of Denver

Stephanie Dolan Stephanie Dolan West Des Moines, Iowa Details
Stephanie Dolan's Principal Financial Group Experience February 2007 - February 2008
Job Project Manager
Industry Information Technology and Services
Experience
Wells Fargo Home Mortgage  November 2014 - Present
Sunshine Photography, LLC   January 2010 - Present
Wells Fargo  January 2012 - October 2014
Berkley Technology Services  March 2010 - January 2012
Merit Resources  March 2008 - March 2010
Principal Financial Group   February 2007 - February 2008
Farm Bureau Financial Services and EquiTrust   June 1998 - March 2006

Skills
Quality Assurance, Business Analysis, Project Management, Business Process Mapping, Vendor Management, Projects, Testing, Management, MS Project, Visio, Leadership, Analysis, SharePoint, SDLC, Process Improvement, Program Management, PMO

Education
Minnesota State University, Mankato   1986 — 1988
AS, Business

Tim Danaj Tim Danaj Greater Atlanta Area Details
Tim Danaj's Principal Financial Group Experience January 2009 - December 2010
Job Vice President Sales at Phoenix Benefits Management
Industry Insurance
Experience
Phoenix Benefits Management   August 2014 - Present
Kaiser Permanente  January 2012 - May 2013
Principal Financial Group   January 2009 - December 2010
HMC Corporation   2005 - 2009
Applied General Agency  2001 - 2005
PacifiCare Behavioral Health  2000 - 2001
Universal Standard HealthCare   1996 - 1999
Health Alliance Plan  1995 - 1996
FHP/TakeCare   1988 - 1995

Skills
Managed Care, Selling, Account Management, Medicare, Health Insurance, Sales Management, Sales Process, Sales Operations, Employee Benefits, Insurance, Brokers, Sales, Marketing, Management, Building Sales Teams, Direct Sales, Training, Healthcare, Strategic Selling, Sales Presentations, Business Development, Strategic Planning, Lead Generation, Developing Sales Metrics, Forecasting, Budgets, Team Leadership, Business Planning, Health Savings Accounts, Strategic Thinking, Selling Skills, Value Based Selling, Data Analysis, Medicare Prescription..., Department Budgeting, Group Medical, Medicare Part D, HMO, Individual Health..., Prospecting for New..., Salesforce.com, Marketing Strategy, Taft-Hartley, Health Care Reform, Strategy, CRM

Education
Michigan State University
BS

Michelle Woltemath Michelle Woltemath Greater Omaha Area Details
Michelle Woltemath's Principal Financial Group Experience September 2011 - Present
Job Individual Retirement Specialist 1 at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group   September 2011 - Present
Woltemath's Bark Avenue   March 2008 - May 2011
Hewlett Packard  August 1999 - March 2008
Nebraska Furniture Mart  August 1999 - November 2007

Education
Metropolitan Community College
Associate of Applied Science Degree, Interior Design; 2008

Correna Nordlund Correna Nordlund Irvine, California Details
Correna Nordlund's Principal Financial Group Experience January 1993 - August 1994
Job Director of Insurance Services with Northwestern Mutual
Industry Insurance
Experience
Northwestern Mutual  November 2011 - Present
Northwestern Mutual  June 2006 - October 2011
Katharine C. Owens, CPA   January 2004 - May 2006
Diversified Mortgage  April 2003 - April 2006
AMCI  August 1994 - January 1998
Principal Financial Group   January 1993 - August 1994
Lloyd LaGow Contruction   June 1991 - July 1993

Skills
Fixed Annuities, Wealth Accumulation, Disability Insurance, Series 7, Wealth Management, Insurance, Series 6, 401k, IRAs, Health Insurance, Loans, Long-term Care, Series 63, Estate Planning, Banking, Investments, Program Management, Financial Planners, Strategy, FINRA, Whole Life, Mutual Funds, Strategic Financial..., Variable Annuities, Life Insurance, Retirement Planning, Long Term Care Insurance, Retirement

Education
Kaplan
Insurance License

Minnesota State University, Mankato

St. Peter High School

Kate Vandervort Kate Vandervort Greater Milwaukee Area Details
Kate Vandervort's Principal Financial Group Experience July 2008 - July 2009
Job Financial Representative at Modern Woodmen of America
Industry Financial Services
Experience
Modern Woodmen of America  February 2010 - Present
Principal Financial Group   July 2008 - July 2009
Benefits Inc.  November 2005 - July 2008

Skills
Outgoing, Social Networking, Determined

Education
Milwaukee Area Technical College   2003 — 2005
Banking & Finance and Business Mid-Management, Business

University of Wisconsin-Whitewater

Erik Faulk Erik Faulk Greater Nashville Area Details
Erik Faulk's Principal Financial Group Experience February 2006 - June 2010
Job Humana MarketPoint Sales Agent
Industry Financial Services
Experience
Humana  September 2013 - Present
Capital Financial Group, LLC  January 2012 - June 2012
Kelly Financial Resources  April 2011 - August 2011
National Community Foundation   February 2010 - April 2011
Principal Financial Group   February 2006 - June 2010
Sears Holdings Corporation  August 2002 - February 2006
Stones River Motors   1999 - 2002

Skills
Series 6, Series 63, Fixed Annuities, Non-profits, Personal Finance, Annuities, Financial Services, Retirement Planning, Portfolio Management, Insurance, Selling, Strategic Financial..., Disability Insurance, Securities, Relationship Management, Employee Benefits, Coaching, Leadership, Retirement, Risk Management, Finance, Sales, Business Development, Strategic Planning, Financial Advisory

Education
Middle Tennessee State University
B.S

Oakland High School   1993 — 1997

Frank Duvall Frank Duvall Greater Nashville Area Details
Frank Duvall's Principal Financial Group Experience January 2015 - September 2015
Job Business Development Specialist at Thomas & Thorngren
Industry Financial Services
Experience
Principal Financial Group   January 2015 - September 2015
Capital Financial Group, LLC  2013 - 2015

Education
Middle Tennessee State University   2004 — 2008
Bachelor's degree

Cao Weili Cao Weili Raleigh-Durham, North Carolina Area Details
Cao Weili's Principal Financial Group Experience August 2007 - Present
Job Application Program Analyst Lead at Principal Financial Group
Industry Information Technology and Services
Experience
Principal Financial Group   August 2007 - Present
MullinTBG  January 2001 - August 2007
Meganet   May 2000 - January 2001

Skills
SQL, Java, Linux, Agile Methodologies, C++, MySQL, Java Enterprise Edition, C, Requirements Analysis, Microsoft Office

Education
Rutgers, The State University of New Jersey-Newark   1995 — 2000
Doctor of Philosophy (Ph.D.), Mathematics

Monash University   1990 — 1992
Graduate Diploma, Business Systems

Jim Blankenfeld Jim Blankenfeld Des Moines, Iowa Area Details
Jim Blankenfeld's Principal Financial Group Experience February 2014 - Present
Job Project Manager IV in Corporate Project Management, at Principal Financial Group
Industry Computer Software
Experience
Principal Financial Group   February 2014 - Present
DICE  March 2013 - February 2014
DICE  April 2010 - March 2012
Dice, Inc.   March 2006 - March 2010
ITAGroup  October 1996 - March 2006

Skills
Business Analysis, Quality Center, oracle sql developer, Product Requirements, JIRA, Agile Methodologies, HTML, User Experience, User Interface Design, Usability, Visio, Requirements Analysis, Project Management, Microsoft Office, WebEx, Testing, Test Planning, Release Management, Scrum, Analysis, Web Development, Certified Scrum Master, Databases, Software Documentation, SDLC, Bluejeans, SharePoint, Agile Project Management, Leadership, Management, Software Project..., Project Planning, Software Development

Education
Minnesota State University, Mankato   1985 — 1988
BS, Marketing

Minnesota State University, Mankato   1983 — 1988
BS Marketing, Marketing, Computer Science

Heather Corbin, CTFL-AT Heather Corbin, CTFL-AT Greater Nashville Area Details
Heather Corbin, CTFL-AT's Principal Financial Group Experience July 2000 - March 2002
Job Principal Software QA Engineer at Hireright
Industry Information Technology and Services
Experience
Hireright Inc  June 2009 - Present
Healthways, Inc  January 2007 - June 2009
Juris, Inc  April 2006 - January 2007
Juris, Inc  November 2005 - April 2006
Juris, Inc  March 2002 - November 2005
Principal Financial Group   July 2000 - March 2002

Skills
Leadership, Training, Management, Quality Assurance, Software Documentation, Testing, Time Management, Healthcare, SDLC, Agile Methodologies, Quality Center, Process Improvement, SQL, Test Planning, Requirements Analysis, Microsoft SQL Server, Project Management, Risk Management, SharePoint, Software Quality..., T-SQL, Troubleshooting, Security

Education
Villanova University   2012 — 2013
ISTQB Certification, Certified Foundation Level

Middle Tennessee State University   1998 — 2000
Bachelor of Science (BS), Mass Communication/Media Studies

Alana Feeken Alana Feeken Des Moines, Iowa Area Details
Alana Feeken's Principal Financial Group Experience September 1989 - Present
Job IT Analyst Sr. at Principal Financial Group
Industry Information Technology and Services
Experience
Principal Financial Group   September 1989 - Present

Skills
COBOL, Databases, DB2, Windows, Mainframe, Access, Visual Basic, JCL, SQL, Application Development, Programming

Education
Minnesota State University, Mankato   1985 — 1989
Bachelor's degree, Management Information Systems, General

Benjamin Holliday Benjamin Holliday Houston, Texas Details
Benjamin Holliday's Principal Financial Group Experience February 2007 - September 2007
Job face2face Manager
Industry Internet
Experience
Blinds.com (A Home Depot Company)   August 2011 - Present
Progressive Communications  January 2009 - August 2011
Miami International University of Art and Design  September 2007 - September 2008
Principal Financial Group   February 2007 - September 2007
Ameriprise Financial Services, Inc.   August 2006 - February 2007
Self-employed  September 1999 - April 2006

Skills
Final Cut Pro, Editing, Advertising, Sales, Sales Management, Project Coordination, Program Development, Sales Rep Training, Leadership, Avid Media Composer, Training, Video Production, Social Networking, Management, Online Advertising, Online Marketing

Education
Southern Methodist University   1992 — 1995
Bachelor of Arts (B.A.), Communications

Millsaps College   1991 — 1992

Tyler Rager Tyler Rager Des Moines, Iowa Area Details
Tyler Rager's Principal Financial Group Experience
Job IT Analyst Sr at Principal Financial Group
Industry Information Technology and Services
Experience
Principal Financial Group  

Skills
COBOL, Requirements Gathering, JCL, DB2, Requirements Analysis, Business Analysis, SQL, Agile Methodologies

Education
Minnesota State University, Mankato   1988 — 1994

Angela Moths Angela Moths Seattle, Washington Details
Angela Moths's Principal Financial Group Experience May 1997 - May 1998
Job Business Tools Analyst & Training, Individual Investor Group at D.A. Davidson Companies
Industry Financial Services
Experience
D.A. Davidson Companies   April 2015 - Present
Thomson Reuters  January 2007 - April 2015
Thomson Reuters  November 2003 - January 2007
Thomson Reuters  October 2000 - November 2003
Thomson Reuters  May 1998 - October 2000
Principal Financial Group   May 1997 - May 1998
Everen Clearing   May 1996 - April 1997
The Mutual Group  August 1993 - May 1996

Skills
Requirements Analysis, SDLC, Business Analysis, Integration, Software Project..., SQL, Analysis, Financial Services, Management, Requirements Gathering, Vendor Management, Business Process..., SharePoint, Software Documentation, Process Improvement

Education
Milwaukee Area Technical College

Tony Cherniawski Tony Cherniawski Lansing, Michigan Area Details
Tony Cherniawski's Principal Financial Group Experience September 1976 - December 2006
Job President, CIO at The Practical Investor, LLC
Industry Financial Services
Experience
The Practical Investor, LLC   January 2000 - Present
Principal Financial Group   September 1976 - December 2006

Skills
Asset Management, Portfolio Management, Asset Allocation, Equities, Hedge Funds, Investments

Education
Michigan State University   1968 — 1972
Bachelor’s Degree, Communications/Education Arts

Travis Helling Travis Helling Mankato, Minnesota Details
Travis Helling's Principal Financial Group Experience January 1998 - January 1999
Job Brand Marketing Manager at CardsDirect Inc.
Industry Marketing and Advertising
Experience
CardsDirect  January 2013 - Present
The Occasions Group  January 2003 - December 2012
The Occasions Group  January 1999 - January 2003
Principal Financial Group   January 1998 - January 1999

Skills
Marketing Strategy, Budgeting, Strategic Planning, Graphic Design, Social Media, Direct Marketing, Email Marketing, Omniture, Web Analytics, Marketing, PPC, Advertising, Online Advertising, Marketing Communications, B2B, Brand Management, Catalogs, Pricing, Market Research, Google Analytics, Pricing Strategy, B2B Marketing, Business Development, Management, Budgets

Education
Minnesota State University, Mankato   1993 — 1997
Bachelors, Finance

Mankato East High School

Brad Contardi Brad Contardi Greater Boston Area Details
Brad Contardi's Principal Financial Group Experience May 2014 - Present
Job Senior Internal Wholesaler NQDC at Principal Financial Group
Industry Insurance
Experience
Principal Financial Group   May 2014 - Present
SterlingBridge   November 2012 - January 2014
John Hancock  August 2001 - November 2012

Skills
Life Insurance, Insurance, Brokers, Retirement, Financial Services, Sales, Term Life Insurance, Marketing, Relationship Management, 401k, Wealth, Social Media, Social Networking

Education
Merrimack College   1991 — 1995

BHS

Todd Tevens Todd Tevens Buffalo/Niagara, New York Area Details
Todd Tevens's Principal Financial Group Experience July 2001 - May 2009
Job Retirement Plan Consultant
Industry Financial Services
Experience
Lawley Courier Retirement Plan Advisors   March 2013 - Present
Cadaret, Grant & Co. Inc.   March 2013 - Present
John Hancock Retirement Services  May 2009 - March 2013
Principal Financial Group   July 2001 - May 2009
Hbk Sorce Financial Group   July 2000 - July 2001

Skills
Retirement Planning, Retirement Plan..., Retirement Savings, Strategic Financial..., 401k, Qualified Retirement..., Retirement Solutions, Retirement Benefits

Education
Mercyhurst College   1997 — 2000
Bachelor of Arts (B.A.), Business Administration and Management, General

Brad Knutson Brad Knutson Des Moines, Iowa Area Details
Brad Knutson's Principal Financial Group Experience June 1988 - Present
Job IT Applications Analyst Sr. at Principal Financial Group
Industry Information Technology and Services
Experience
Principal Financial Group   June 1988 - Present
Meredith Corporation  1987 - 1988
EDS  1986 - 1987

Skills
User Acceptance Testing, Quality Center, System Testing

Education
The University of North Dakota   1984 — 1986
BS, Computer Science

Minnesota State University, Moorhead   1977 — 1981
BS, Business Administration

Steve Parrish, JD,CLU,ChFC Steve Parrish, JD,CLU,ChFC Des Moines, Iowa Area Details
Steve Parrish, JD,CLU,ChFC's Principal Financial Group Experience February 1997 - June 2015
Job Independent Consultant
Industry Financial Services
Experience
Principal Financial Group   February 1997 - June 2015

Skills
Retirement Planning, Insurance, Retirement, Financial Planning, Disability Insurance, Mutual Funds, Fixed Annuities, Financial Services, Life Insurance, Estate Planning

Education
William Mitchell College of Law   1974 — 1978
Juris Doctor

St. Olaf College   1970 — 1974
BA Cum Laude, English, Norwegian

Stewart, Brett Stewart, Brett Des Moines, Iowa Area Details
Stewart, Brett's Principal Financial Group Experience March 2009 - Present
Job IT Manager at Principal Financial Group
Industry Information Technology and Services
Experience
Principal Financial Group   March 2009 - Present
Principal Financial Group   November 2007 - March 2009
State Farm  January 2005 - November 2007
State Farm Insurance  December 1999 - December 2004

Skills
IT Infrastructure..., Team Leadership, WebSphere Application..., WebSphere Enterprise..., Groovy, Web Services, Unix Shell Scripting, SOA, WebSphere Process Server, WebSphere Portal, SSL, XML, System Administration, Business Analysis, Requirements Analysis, WebSphere ESB, SDLC, SharePoint, Linux, Technical Architecture, WebSphere

Education
Missouri State University   1995 — 2000
Bachelor of Science (B.S.), Computer Information Systems

Kristi Bogseth Kristi Bogseth Des Moines, Iowa Area Details
Kristi Bogseth's Principal Financial Group Experience October 2006 - May 2009
Job Adult Health Nurse Practitioner
Industry Hospital & Health Care
Experience
Mercy Geriatric Clinic   March 2013 - Present
Mercy Medical Center  July 2008 - May 2011
Mercy Medical Center  February 2010 - November 2010
Principal Financial Group   October 2006 - May 2009
Med Staff  July 2006 - October 2006
Mercy Medical Center  May 2003 - July 2006

Skills
Nursing, Hospitals, BLS, Long Term Acute Care, Managed Care, Oncology, Radiation Therapy, Cancer

Education
University of Nebraska Medical Center   2009 — 2012
MSN, Nurse Practitioner

Mercy College of Health Sciences   2002 — 2006
BSN, Nursing

Missouri Western State University   1996 — 2001
Double: BS & BA, Health & Exercise Science & Business Mgmnt

Ankeny High School   1992 — 1996
High school diploma

Kevin Kosco Kevin Kosco Greater Detroit Area Details
Kevin Kosco's Principal Financial Group Experience 2007 - 2008
Job Employee Benefit Professional at Mutual of Omaha
Industry Insurance
Experience
Mutual of Omaha  March 2008 - Present
Principal Financial Group   2007 - 2008
St. Mary's Preparatory   August 1998 - May 2007

Skills
Customer Service, Disability Insurance, Employee Benefits, Health Insurance, Insurance, Life Insurance, Team Building, Term Life Insurance, Long-term Care, Health Savings Accounts, Leadership, Whole Life, Brokers

Education
Mercyhurst University   1993 — 1998
BA, Computer Information Systems

Orchard Lake St. Mary's Preparatory   1989 — 1993

Tim Cleary Tim Cleary Greater Minneapolis-St. Paul Area Details
Tim Cleary's Principal Financial Group Experience March 2003 - June 2014
Job Managing Director at Chartwell Capital Solutions
Industry Financial Services
Experience
Chartwell Capital Solutions  July 2014 - Present
Principal Financial Group   March 2003 - June 2014
Ernst & Young  January 1991 - March 2003

Skills
ESOP, Retirement Planning, ERISA, Employee Benefits, Retirement, Valuation, Executive Pay, Estate Planning, Financial Services, Deferred Compensation

Education
William Mitchell College of Law   1985 — 1988
JD

Saint John's University   1979 — 1983
BS, Government

Roy Evan McConnell Roy Evan McConnell Houston, Texas Area Details
Roy Evan McConnell's Principal Financial Group Experience 1990 - 1992
Job Chief Executive Officer at Resolution Concepts LLC
Industry Insurance
Experience
Resolution Concepts LLC   October 2003 - Present
Resolution Concepts LLC   October 2003 - Present
United Medical Resources  1997 - 2003
Group Benefit Services  1996 - 1997
Wausau Insurance Companies  1994 - 1996
Wausau Insurance Companies  1992 - 1994
Principal Financial Group   1990 - 1992

Skills
Health Insurance, Managed Care, Medicaid, Leadership, Strategic Planning, Process Improvement, Executive Management, Team Building, Operations Management, Employee Benefits, Entrepreneurship, Change Management, Business Strategy, Project Management, Vendor Management, Mentoring, Employee Training, Insurance, Management, Healthcare, Strategy

Education
Xavier University
Senior Management Training Program

Michigan State University
Bachelor's Degree

Rebecca Clark Rebecca Clark West Des Moines, Iowa Details
Rebecca Clark's Principal Financial Group Experience August 1995 - February 2001
Job Analytics Consultant
Industry Information Technology and Services
Experience
Wells Fargo  April 2012 - Present
MonaVie  May 2009 - Present
Wells Fargo  November 2010 - April 2011
Briggs Medical Supply Company  October 2007 - June 2010
EDS, an HP company  October 2003 - October 2007
EDS, an HP company  March 2001 - October 2003
Principal Financial Group   August 1995 - February 2001

Skills
Process Improvement, SharePoint, Project Management, MS Project, SDLC, Management

Education
Midland University   1994 — 1995
BS, Business

The University of Kansas   1993 — 1994
Transferred, Business, Political Science

Simpson College   1990 — 1993
Transferred, International Business, Marketing, French, Spanish

PCM   1986 — 1990

Bethany Peralta Bethany Peralta Cincinnati Area Details
Bethany Peralta's Principal Financial Group Experience February 2015 - Present
Job Senior Account Executive at Principal Financial Group
Industry Insurance
Experience
Principal Financial Group   February 2015 - Present
The Principal Financial Group  April 2013 - Present
PAR Excellence Systems  January 2013 - April 2013
McGohan Brabender  October 2007 - November 2012
CASA For Clermont Kids   2009 - February 2011
Language For Life   January 1998 - January 2009
Chard-Snyder  February 2007 - October 2007
Horan Associates Inc   July 2000 - February 2007
Aetna U.S. Healthcare   October 1998 - July 2000
Interlingua  September 1994 - July 1997

Skills
Insurance, Account Management, Health Savings Accounts, Strategic Planning, Employee Benefits, CRM, Sales, Human Resources, Strategy, Public Speaking, Health Insurance

Education
Middle Tennessee State University   1988 — 1992
Spanish, Education

Kim Zerrenner Kim Zerrenner Greater New York City Area Details
Kim Zerrenner's Principal Financial Group Experience 2002 - 2004
Job Vice President, Human Resources, Worldwide Research & Development at Pfizer
Industry Pharmaceuticals
Experience
Pfizer  June 2015 - Present
Pfizer  January 2014 - Present
Pfizer  February 2011 - December 2013
Fidelity Investments  2006 - 2010
Reebok  2004 - 2006
Principal Financial Group   2002 - 2004
Eli Lilly and Company  1995 - 2001
GE  1992 - 1994

Education
Michigan State University   1990 — 1992
MLIR, Business / Labor Relations

Michigan State University   1987 — 1990
BA, English / Education, Org Behavior / Comm

Andrew Shimp Andrew Shimp Des Moines, Iowa Area Details
Andrew Shimp's Principal Financial Group Experience November 2002 - September 2004
Job Vice President at CAPTRUST Financial Advisors
Industry Investment Management
Experience
CAPTRUST  December 2010 - Present
Holmes Murphy Financial Services  April 2006 - December 2010
Great West Retirement Services  September 2004 - April 2006
Principal Financial Group   November 2002 - September 2004

Skills
Retirement Planning, Qualified Retirement..., Investments, Asset Allocation, Asset Management, Investment Strategies, 401k, Pensions, Non-Qualified Deferred..., 403 b, Finance

Education
MidAmerica Nazarene University   1998 — 2002
Bachelor of Science, Business Administration

Barbara Osness Barbara Osness Greater Minneapolis-St. Paul Area Details
Barbara Osness's Principal Financial Group Experience March 2004 - February 2014
Job Executive Assistant to V.P. of Human Resources at Holiday Companies
Industry Human Resources
Experience
Holiday Companies  August 2015 - Present
Children's Health Care Foundation   March 2014 - July 2015
Principal Financial Group   March 2004 - February 2014
Minnesota Masonic Home  December 1998 - January 2004

Skills
Administrative..., Prioritize Workload, Meeting Scheduling, Travel Planning, Office Management, Event Planning, Outlook, Time Management, Microsoft Excel, Office Administration, Telephone Skills, Software Documentation, Customer Service, Data Entry

Education
Metropolitan State University

Doug Parrott Doug Parrott Kansas City, Missouri Area Details
Doug Parrott's Principal Financial Group Experience June 2001 - May 2004
Job Asst Vice President, Chief Underwriter North America at Foresters
Industry Insurance
Experience
Foresters  April 2014 - Present
Americo Financial Life and Annuity  June 2004 - April 2014
Principal Financial Group   June 2001 - May 2004
Irish Life of North America (Interstate Assurance Company)   December 1990 - June 2001
National Travelers Life   March 1988 - December 1990
American Republic Insurance Company  October 1985 - March 1988

Skills
Insurance, Underwriting, Reinsurance, Fixed Annuities, Employee Benefits, Operations Management, Life Insurance, Disability Insurance, Risk Management, Term Life Insurance, Brokers, Claim, General Insurance, Long-term Care, Health Insurance

Education
Minnesota State University, Mankato
BS, Finance, Management

Sibley High School

Sara Aipperspach Sara Aipperspach Des Moines, Iowa Area Details
Sara Aipperspach's Principal Financial Group Experience November 2007 - August 2009
Job Ultrasound Sonographer
Industry Hospital & Health Care
Experience
OB GYN  March 2013 - October 2013
Knoxville Hospital and Clinics  March 2011 - March 2013
Principal Financial Group   November 2007 - August 2009
ING  May 2005 - November 2007
I  June 2004 - May 2005
YMCA  August 2003 - June 2004
YMCA/ YWCA  August 2001 - August 2003

Skills
RDMS (OB, GYN, Abdomen), Inpatient, Vascular, Small Parts, Clinical Research, Healthcare Management, BLS, Medical Records, EMR, Abdominal, Ultrasound, Nursing, OB/GYN, HIPAA, Patient Safety, Healthcare Information..., Hospitals

Education
Mercy College of Health Sciences   2009 — 2011
Associate of Science (AS), Diagnostic Medical Sonography/Sonographer and Ultrasound Technician, 4.0 Highest Honors

Southeastern Community College   2001 — 2003
Associate of Arts (AA), Nursing

Faith Baptist Bible College and Theological Seminary   2000 — 2001
One Year Bible Certificate, Theology

Fort Madison High School   1996 — 2000
High School Diploma, College prep. courses, 3.967

Becky Christie Becky Christie Charlotte, North Carolina Area Details
Becky Christie's Principal Financial Group Experience 2001 - 2004
Job Life Development Specialist at Lincoln Financial Distributors
Industry Financial Services
Experience
Lincoln Financial Distributors  Account ManagerThe Todd OrganizationJuly 2003 - October 2004
Principal Financial Group   2001 - 2004

Education
Minnesota State University, Moorhead   1993 — 1996
Bachelor of Science, Finance, Accounting

Amanda Morreale Amanda Morreale Greater Boston Area Details
Amanda Morreale's Principal Financial Group Experience October 2010 - Present
Job Senior Account Coordinator at Principal Financial Group
Industry Insurance
Experience
Principal Financial Group   October 2010 - Present
Principal Financial Group   May 2010 - October 2010
Parsons  November 2008 - May 2010
Starwood Hotels & Resorts Worldwide, Inc.   January 2008 - October 2008
Starwood Hotels & Resorts Worldwide, Inc.   May 2007 - January 2008
Starwood Hotels & Resorts Worldwide, Inc.   November 2004 - May 2007

Skills
Account Management, Budgets, Customer Satisfaction, Customer Service, Employee Benefits, Hospitality, Event Planning, Hotels, Insurance, Leadership, Microsoft Excel, Microsoft Office, Microsoft Word, Outlook, Project Management, Sales, Strategic Planning, Team Building, Time Management

Education
Middlesex Community College
Associates Degree, Hospitality Management

Frank Zaragoza Frank Zaragoza Dallas/Fort Worth Area Details
Frank Zaragoza's Principal Financial Group Experience September 2014 - Present
Job Financial Services Representative at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group   September 2014 - Present
Zaragoza Financial Services   2003 - Present
Verizon Wireless  May 2007 - April 2014
ZFS   2003 - 2012

Skills
Fixed Annuities, Retirement, Disability Insurance, Long-term Care, Life Insurance, Employee Benefits, Strategic Financial..., Health Insurance, Insurance, Retirement Planning, Term Life Insurance, Wealth, 401k, Customer Retention, Estate Planning, Finance, Financial Planners, Financial Services, IRAs, Investments, Medicare, Property & Casualty..., Sales, Small Business, Wealth Management, Whole Life, Long Term Care Insurance, Universal Life, Indexed Annuities, 401k Rollovers, Cold Calling, Retirement Plan..., Direct Sales, Sales Management, Sales Presentations, Team Building, Training, Critical Illness, Permanent Life Insurance, Retirement Savings, Wealth Accumulation, Personal Finance, Underwriting, Financial Planning, Customer Service, Leadership, Strategic Planning, Management, Microsoft Office, Marketing

Education
Midwestern State University

Peter Frame Peter Frame Greater Detroit Area Details
Peter Frame's Principal Financial Group Experience 1994 - 2000
Job Director at Michigan Financial Companies
Industry Financial Services
Experience
Michigan Financial Companies  PrincipalMichigan Financial Companies2009 - 2011
Principal Financial Group   1994 - 2000

Skills
Retirement Planning, Wealth Management, Investments, Strategic Financial..., Mutual Funds, Securities

Education
Michigan State University
BS, Business/Law

James Duffy James Duffy Greater New York City Area Details
James Duffy's Principal Financial Group Experience September 2007 - Present
Job Park Avenue Strategic Partners, Chair & Managing Director
Industry Financial Services
Experience
Park Avenue Strategic Partners   February 2013 - Present
Principal Financial Group   September 2007 - Present
The Granite Financial   February 1997 - July 2008
The Investment Center  July 1999 - April 2001
Wall Street Financial Group  August 1998 - July 1999
Raymond James Financial Inc.  1997 - 1998
MONY Securities Corp.   1997 - 1997

Skills
401k, 403 b, Variable Annuities, Fixed Annuities, Asset Allocation, Buy-sell Agreements, Deferred Compensation..., Disability Income..., Executive Benefit..., Informal Business..., Traditional IRA, Roth IRA, Pension Plans, Supplemental Retirement..., Survivor Income, Tax-Deferred Savings, Term Life Insurance, Universal Life Insurance, Wealth Accumulation, Whole Life Insurance, Business Continuation..., Buy-Sell Review, Income Protection, SEP IRA, Key Person Insurance, Series 7, Series 63, Series 24, Simple IRA

Education
The New School   1989 — 1991
Certificate, Business Management

Molloy College   1984 — 1989
Bachelor's Degree, Business Finance

Meghan (Milne) Fladten Meghan (Milne) Fladten Greater Milwaukee Area Details
Meghan (Milne) Fladten's Principal Financial Group Experience January 2013 - Present
Job Executive Assistant to Dan Buehrle at Principal Financial
Industry Financial Services
Experience
Principal Financial Group   January 2013 - Present
PowerHouse and Designs for Dignity   March 2010 - October 2010
Uihlein Wilson Architects, Inc.   August 2006 - January 2007

Skills
InDesign, SketchUp, Space-planning, Photoshop, Sketching, Rendering, Interior Design, Illustrator, Revit, Submittals, Sustainable Design, LEED, LEED AP, AutoCAD, AutoCAD Architecture, Microsoft Office, Architectural Design, Project Management, Hand Drafting, Finish

Education
Chicago Portfolio School   2008 — 2009
Art Director, Art Direction, Graphic Design

Milwaukee Institute of Art & Design   2002 — 2006
Interior Architecture and Design, Interior Architecture and Design and Photography

Brenda Messingham Brenda Messingham Baltimore, Maryland Area Details
Brenda Messingham's Principal Financial Group Experience January 1995 - June 1996
Job Lead Analyst at The Baltimore Life Insurance Company
Industry Insurance
Experience
The Baltimore Life Insurance Company  August 2001 - Present
Accenture  November 2000 - August 2001
Data Management Consultants   August 2000 - November 2000
Fiserv Insurance Solutions  June 1996 - July 2000
Principal Financial Group   January 1995 - June 1996
IBM - Mankato Project   1993 - 1994

Skills
Quality Assurance, SDLC, Insurance, Integration, Databases, Analysis, Software Development, Management, Team Leadership, Access, Training, Business Analysis, Leadership, Software Project..., SQL, Process Improvement, Software Documentation

Education
Minnesota State University, Mankato   1992 — 1994
BS, Computer Science/Mathematics

The University of South Dakota   1991 — 1992
Bachelor of Computer Science, Mathematics and Computer Science

Greg Coe Greg Coe Greater Omaha Area Details
Greg Coe's Principal Financial Group Experience August 2006 - April 2007
Job Senior Engineer at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade  April 2012 - Present
Omaha World-Herald  April 2007 - June 2012
Principal Financial Group   August 2006 - April 2007
Adminimed   September 2005 - June 2006
First National Technology Solutions  February 2005 - August 2005
EDS  April 2000 - February 2005
Alegent Health  August 1997 - November 1999

Skills
Cisco, Cisco Technologies, Cross-functional Team..., Data Center, Leadership, Management, Networking, Troubleshooting, System Deployment, Security

Education
Metropolitan Community College
Networking

Western Iowa tech
General

Nana Bellerud Nana Bellerud Portland, Oregon Area Details
Nana Bellerud's Principal Financial Group Experience May 2014 - Present
Job Financial Services Representative at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group   May 2014 - Present
Mt. Hood Community College  January 2011 - Present
Leach Botanical Garden   2013 - 2015
MassMutual Oregon  January 2012 - April 2014
JELD-WEN Foundation   November 2004 - October 2010
JELD-WEN, inc.   April 1997 - October 2004
Omni Building Systems (Subsidiary of JELD-WEN, inc.)   April 1997 - July 1998

Skills
401(k), Bilingual-Japanese, Buy-Sell Review, Charitable Giving, Disability Income..., Estate Planning, Executive Benefits..., Financial Needs Analysis, Informal Business..., Key Person Insurance, Long Term Care Insurance, Mutual Funds, Series 6 and 63..., Supplemental Retirement..., Tax-Deferred Strategies

Education
Mississippi State University   1992 — 1993
MA, Agribusiness Management

Mississippi State University   1990 — 1992
MA, Political Science

Rick Nester Rick Nester Sioux Falls, South Dakota Details
Rick Nester's Principal Financial Group Experience July 2015 - Present
Job Financial Services Representative
Industry Financial Services
Experience
Principal Financial Group   July 2015 - Present
Steamway Cleaning & Restoration   May 2013 - May 2015
WA Insurance Group   1996 - April 2013
Blue Cross and Blue Shield of Minnesota  1984 - 1996

Skills
401 (k), 403 (b), SEP &...

Education
Minnesota State University, Mankato   1982 — 1984
BS, Finance and Marketing

Julie Korpela Julie Korpela Des Moines, Iowa Area Details
Julie Korpela's Principal Financial Group Experience Nurse Case Manager SupervisorPrincipal Financial GroupNovember 2011 - Present
Job Nurse Case Manager Supervisor at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group   Nurse Case Manager SupervisorPrincipal Financial GroupNovember 2011 - Present
Principal Financial Group   1993 - 2011
Principal Financial Group   1993 - 2011
Principal Financial Group   1993 - 2011
Principal Financial Group   1993 - 2011

Education
Mercy College of Health Sciences
BSN

Ping Huang Ping Huang Norman, Oklahoma Details
Ping Huang's Principal Financial Group Experience December 1996 - February 2002
Job Vice President Information Security at MSCI
Industry Financial Services
Experience
MSCI Inc.  October 2012 - Present
Wells Fargo  October 2006 - October 2012
Wells Fargo  December 2004 - October 2006
ITS  December 2002 - December 2004
American Agrisurance  February 2002 - December 2002
Principal Financial Group   December 1996 - February 2002
Principal Financial Group   June 1994 - November 1996

Skills
Vulnerability Assessment, Penetration Testing, Application Security, Information Security..., CISSP, Web Application Security, Enterprise Architecture, C#, J2EE Architecture, Information Security

Education
Southwest Missouri State University   1991 — 1994
MBA, Management Information System

Jim Karp Jim Karp Austin, Texas Area Details
Jim Karp's Principal Financial Group Experience 1993 - 1995
Job Alliance Abroad Group
Industry Human Resources
Experience
Alliance Abroad Group  July 2013 - Present
RK Insurance   May 1995 - Present
Leander ISD  August 2001 - June 2013
Principal Financial Group   1993 - 1995
U.S. Army   August 1984 - July 1993

Skills
Team Building, Customer Service, Teaching, Microsoft Office, Leadership Development, Negotiation, Strategic Planning, Operations Management, Instructional Design, Project Management, Sales, Fundraising, Coaching, Nonprofits, Process Improvement, Change Management, Staff Development, Program Management, Policy, Classroom, Public Relations, Community Outreach, PowerPoint, Account Management, Budgets, Social Media, Management, Contract Negotiation, Editing, Educational Leadership, Interventions, Marketing Strategy, Microsoft Excel, Microsoft Word, New Business Development, Project Planning, Sales Management, Social Media Marketing, Social Networking, Strategy, Time Management

Education
Metropolitan State College of Denver   1982 — 1984
B.S.

Wentworth Military Academy   1980 — 1982
A.A.

Englewood Sr. High   1977 — 1980
Diploma

Laurie Ketterling Laurie Ketterling Sioux Falls, South Dakota Area Details
Laurie Ketterling's Principal Financial Group Experience 2011 - Present
Job Financial Services Representative
Industry Financial Services
Experience
Principal Financial Group   2011 - Present
The Final Touch of Luverne   2000 - 2011

Skills
Retirement Planning, 401k, Fixed Annuities, Disability Insurance

Education
Minnesota State University, Mankato
Bachelor of Science, Business Adminstration

Lucinda Glynn Lucinda Glynn Omaha, Nebraska Details
Lucinda Glynn's Principal Financial Group Experience January 1999 - February 2005
Job Sales and Service at Mutual of Omaha
Industry Insurance
Experience
Mutual of Omaha  July 2012 - Present
BlueCross BlueShield of Nebraska  September 1995 - April 2012
Principal Financial Group   January 1999 - February 2005

Education
Metropolitan Community College   1996 — 1998
Associate's degree, Business, Management, Marketing, and Related Support Services

William Jennings Bryan Senior High School   1978 — 1981

Wes J Whitley Wes J Whitley Houston, Texas Details
Wes J Whitley's Principal Financial Group Experience May 1995 - May 1998
Job Project Manager at ExxonMobil
Industry Oil & Energy
Experience
ExxonMobil  November 2000 - Present
various  June 1998 - November 2001
Principal Financial Group   May 1995 - May 1998

Skills
ERP, Business Analysis, SAP, Change Management, Software Project..., SharePoint, Project Planning, Project Portfolio..., Project Management, Business Relationship..., Troubleshooting, Certified Project..., Visual Basic, Large Systems..., Database Administration, Business Process, Business Process..., Management, Program Management, SAP ERP, Project Risk Management

Education
Missouri State University   1990 — 1995
Bachelor's degree, Computer Information Systems / Finance

Andrea Hake Andrea Hake Ankeny, Iowa Details
Andrea Hake's Principal Financial Group Experience October 2004 - Present
Job Business Analyst at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group   October 2004 - Present

Skills
Business Requirements, Business Analysis, SDLC, Requirements Gathering, Insurance, Mutual Funds, Requirements Analysis, Investments, Visio, User Acceptance Testing, Financial Analysis, Financial Services, Risk Management, Process Improvement, Strategic Financial...

Education
Midland University   1995 — 1998
Bachelor of Science (BS), Marketing

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