Principal Financial Group
Industry: Financial investment management company
DescriptionThe Principal Financial Group is a global financial investment management and insurance company headquartered in Des Moines, Iowa. Headquarters: Des Moines, Iowa, United States CEO: Daniel Joseph Houston (18 Aug 2015–) Assets under management: 692.4 billion USD (2017) Subsidiaries: Principal Securities, Inc.,
Principal Financial Group List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Principal Financial Group. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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8,325 Principal Financial Group employees in database. Find out everything there's to know about Principal Financial Group employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Principal Financial Group Employees
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Principal Financial Group August 2010 - Present
Education
Minnesota State University, Mankato 2005 — 2010
Business, Finance
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
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
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
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
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
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
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)
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Principal Financial Group January 2015 - September 2015
Capital Financial Group, LLC 2013 - 2015
Education
Middle Tennessee State University 2004 — 2008
Bachelor's degree
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
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
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
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
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
Principal Financial Group
Skills
COBOL, Requirements Gathering, JCL, DB2, Requirements Analysis, Business Analysis, SQL, Agile Methodologies
Education
Minnesota State University, Mankato 1988 — 1994
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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