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
Charlotte Tsou Charlotte Tsou Chicago, Illinois Details
Charlotte Tsou's Principal Financial Group Experience 2002 - 2003
Job Senior Vice President, Regional Head of Analytics & CRM, HSBC
Industry Financial Services
Experience
HSBC  January 2012 - Present
HSBC  March 2011 - December 2011
HSBC  January 2009 - March 2011
HSBC  January 2007 - December 2008
HSBC  2004 - 2006
Citi  2003 - 2004
Principal Financial Group   2002 - 2003
Sinonet Venture Capital   1999 - 2001

Skills
Business Analytics, Management, New Business Development, Account Management, Consulting, Strategic Leadership, Team Management, CRM, Retail Banking, Marketing, Strategy, Strategic Planning, Financial Modeling, Consumer Lending, Wealth Management, International Business, International Relations, International Sales &..., Cross-cultural..., Cross Cultural..., Cross-cultural Teams, Analysis, Data Analytics, Emerging Markets, Digital Marketing, Credit Cards, Customer Segmentation..., Portfolio Management, Talent Management, Analytics

Education
Northwestern University   2001 — 2002
Master's degree, Marketing

New York University   1996 — 1998
Bachelor of Applied Science (BASc), Mass Communication/Media Studies

Frances Sykes Frances Sykes El Paso, Texas Details
Frances Sykes's Principal Financial Group Experience June 2001 - March 2008
Job Implementation Mgr at Assured Benefits Admin
Industry Insurance
Experience
Assured Benefits Admin   October 2014 - Present
Guardian Life  May 2010 - October 2014
Principal Financial Group   June 2001 - March 2008

Skills
Brokers, Disability Insurance, Employee Benefits, Health Insurance, Health Savings Accounts, Insurance, Life Insurance, Term Life Insurance, COBRA, Management, Benefits Administration, Leadership, 401k, Long-term Care, Underwriting

Education
New Mexico State University

Fred Atwell Fred Atwell Pilot Mountain, North Carolina Details
Fred Atwell's Principal Financial Group Experience May 1996 - May 2005
Job Process Control Specialist
Industry Tobacco
Experience
RJ Reynolds  February 1983 - February 2014
Principal Financial Group   May 1996 - May 2005
Columbus Technical Services   May 1982 - January 1983
Quality Home Builders   February 1980 - May 1982
United States Navy  January 1976 - January 1980

Skills
Financial Analysis, Department Budgeting, Management Information..., Project Planning, Project Management, Distributed Process..., Cost Accounting, Securities Regulation, Regulatory Requirements, Process Safety, Industrial Safety, Industrial Control, Time Value of Money, Health Insurance, Disability Insurance, Life Insurance, Instrumentation, Management Accounting, Programmable Logic, Construction Management, Construction, Typing, Microsoft Office, Problem Solving, Quality Control, Quality Assurance, Calibration, Financial Instruments, Agriculture, Agricultural Machinery, Firearms, Firefighting, Process Engineering, Manufacturing, Analysis, Management, Customer Service, Budgets, Leadership

Education
University of North Carolina at Greensboro.   2013 — 2015
Graduate Certificate in Supply Chain Management and Logistics, Supply Chain Management., 3.8

Wake Forest University   1990 — 1993
Master of Business Administration (M.B.A.), Finance

Winston-Salem State University   1986 — 1989
BSAS, Corporate Finance

New River Community College   1980 — 1982
Associate's Degree, Industrial Instrumentation, 3.5

Michael Rott, ChFC Michael Rott, ChFC Cedar Rapids, Iowa Area Details
Michael Rott, ChFC's Principal Financial Group Experience August 2000 - December 2006
Job Field Director Securian Advisors MidAmerica, Inc.
Industry Investment Management
Experience
Securian Advisors MidAmerica, Inc.   October 2012 - Present
Heartland Investment Associates   December 2006 - October 2012
Principal Financial Group   August 2000 - December 2006
IKON Office Solutions  April 1996 - August 2000

Skills
Insurance, Retirement Planning, Investments, Leadership, Series 6, Employee Benefits, Financial Analysis, Wealth Management, Asset Allocation, Banking, Estate Planning, Financial Services, Strategic Planning, Disability Insurance, Finance, Strategic Financial..., Financial Advisory, Financial Reporting

Education
Mount Mercy College   2011 — 2012
Bachelor of Science, Business, Summa Cum Laude

University of Iowa   1982 — 1986

Dawn Artman Dawn Artman Thousand Oaks, California Details
Dawn Artman's Principal Financial Group Experience 1984 - 1990
Job Registered Nurse at Ventura County Medical Center
Industry Hospital & Health Care
Experience
Ventura County Medical Center  January 2006 - Present
Digital Insight  1997 - 2002
CareAmerica  1992 - 1997
Principal Financial Group   1984 - 1990

Skills
Nursing, BLS

Education
Moorpark College

Vipin Agarwal Vipin Agarwal San Diego, California Details
Vipin Agarwal's Principal Financial Group Experience February 2005 - December 2006
Job DotNet Architect/ Developer / Lead at UnitedHealth Group
Industry Hospital & Health Care
Experience
UnitedHealth Group  November 2011 - Present
Microsoft  November 2010 - October 2011
United States Department of Defense  May 2010 - October 2010
Principal Financial Group   February 2005 - December 2006

Skills
SQL, Agile Methodologies, SDLC, Data Warehousing, PL/SQL, Java, ETL, Business Intelligence, Data Modeling, Informatica, Business Analysis, Unix Shell Scripting, Manual Testing, SAP R/3, Software Development, Scrum, Microsoft SQL Server, .NET, XML, Web Services, ASP.NET, Visual Studio, WCF

Education
National University   2007 — 2009
Master of Science (MS), Engineering/Industrial Management

Colin McGrew Colin McGrew Portland, Oregon Details
Colin McGrew's Principal Financial Group Experience March 2005 - August 2005
Job Helping connect fans and brands through social activations.
Industry Computer Software
Experience
Postano  July 2015 - Present
GoodData  July 2013 - May 2015
GoodData  July 2012 - July 2013
Xerox Commercial Solutions LLC  January 2010 - July 2012
Xerox Commercial Solutions LLC  July 2004 - December 2009
Principal Financial Group   March 2005 - August 2005

Skills
Training, Salesforce.com, Management, Sales, Customer Service, Sales Management, Product Management, Analytics, Selling, Microsoft Office, Process Improvement, Cloud Computing, Microsoft Excel, CRM, Sales Process, B2B, Call Centers, Customer Satisfaction, Software Industry, Coaching, SaaS, PowerPoint, Professional Services, Payroll, Microsoft Word, Demand Generation, Solution Selling, Team Leadership, Customer Retention, Interpersonal..., Training Delivery, Job Coaching, Sales Prospecting, First Aid, Health and Nutrition, World History, Marketing, Lead Generation, Direct Sales, Leadership, Sales Operations, Communication Skills, Psychology, Hiring Personnel, Recruiting, Enterprise Software, Cold Calling, Strategic Planning, Trade Shows, Strategy

Education
Portland State University   2005 — 2009
BS, Psychology

Mt. Hood Community College   2003 — 2006
AAOT, General

David Douglas High School   1998 — 2002
HS Diploma, General Studies

Julie Luedtke Julie Luedtke Greater Milwaukee Area Details
Julie Luedtke's Principal Financial Group Experience 2000 - Present
Job Sr. Financial Service Representative, Princor Registered Representative at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group   2000 - Present

Education
Mount Mary University

Becky Brothers Becky Brothers Jacksonville, Florida Area Details
Becky Brothers's Principal Financial Group Experience March 2012 - Present
Job Regional Marketing Consultant at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group   March 2012 - Present
Principal Financial Group   March 2011 - March 2012
Principal Financial Group   December 2002 - March 2011

Skills
Marketing Communications, Event Planning, Social Networking, Email Marketing, Customer Service, New Business Development, Direct Marketing, Microsoft Office, Brand Awareness, Market Development, Promotions, Social Media, Brand Development, Marketing, Management, Conference Speaking, Market Planning, Strategic Marketing..., Business Development...

Education
Morehead State University

University of Cincinnati

Shafiq Jadavji Shafiq Jadavji Greater Atlanta Area Details
Shafiq Jadavji's Principal Financial Group Experience February 2014 - Present
Job Princor Registered Representative / Registered Investment Advisor at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group   February 2014 - Present
NeoZyte, Inc.   March 2011 - January 2014
Deutsche Bank  January 2007 - February 2011
Deutsche Bank  2000 - 2006
Deutsche Bank (formerly Bankers Trust Company)   1996 - 1999
Deutsche Bank (formerly Bankers Trust Company)   1993 - 1996

Skills
Financial Needs Analysis, Informal Business..., Buy-sell Agreements, Executive Benefit..., Salary Continuation, Business Continuation..., Income Protection, Survivor Income, Deferred Compensation..., Key Person Insurance, Disability Income..., College Funding..., Annuities (Variable &..., 401 (k), 403 (b), SEP &..., Charitable Giving, Estate Planning, IRAs (Traditional &..., Wealth Accumulation, Term Life Insurance, Universal Life Insurance

Education
New York University - Leonard N. Stern School of Business   1997 — 1999
MBA, Finance, Management & Entrepreneurship

State University of New York at Buffalo   1990 — 1992
Bachelor of Science, Business Administration

Monroe Community College   1988 — 1990
Associate of Science, Business Administration

Chris Hoffschneider Chris Hoffschneider Lincoln, Nebraska Area Details
Chris Hoffschneider's Principal Financial Group Experience July 2011 - March 2013
Job VP/Branch Manager The Cattle National Bank & Trust Co.
Industry Banking
Experience
Principal Financial Group   July 2011 - March 2013
UNION BANK AND TRUST  July 2009 - February 2011
Union Bank and Trust  May 2005 - June 2009
Union Bank and Trust Co  October 1997 - May 2005

Skills
Loans, Credit, Banking, Credit Analysis, Financial Analysis, Consumer Lending, Underwriting, Risk Management, Investments, Small Business Lending, Insurance, Business Development, Mortgage Lending, Retirement Planning, Loan Origination, Finance

Education
Nebraska Wesleyan University   1991 — 1995
BS, BUSINESS

Centennial High School

Peggy Timm Peggy Timm Greater Denver Area Details
Peggy Timm's Principal Financial Group Experience March 2012 - Present
Job Senior Relationship Manager
Industry Insurance
Experience
Principal Financial Group   March 2012 - Present
Wells Fargo Bank  September 1990 - March 2012

Skills
Defined Benefit, 401k, ERISA, Retirement, Pensions, Investments, Plan Design, Compliance, Deferred Compensation, ESOP

Education
Montana State University-Bozeman   1986 — 1990
Bachelor's degree, International Business/Trade/Commerce

Alison Kurth Alison Kurth Des Moines, Iowa Details
Alison Kurth's Principal Financial Group Experience July 2015 - Present
Job Tax Counsel at Principal Financial Group
Industry Law Practice
Experience
Principal Financial Group   July 2015 - Present
Dickinson, Mackaman, Tyler & Hagen, P.C.   June 2014 - July 2015
Norton Rose Fulbright  September 2012 - May 2014
Fulbright & Jaworski LLP  May 2011 - July 2011
Transnational Law and Contemporary Problems   April 2010 - May 2011
Iowa Attorney General's Office  May 2010 - July 2010
University of Iowa College of Law  July 2009 - June 2010
19th Judicial Circuit Court of Lake County, IL   May 2009 - July 2009
Berlitz  January 2008 - July 2008
Iowa Democratic Party  June 2004 - November 2004

Skills
Tax, Courts, Corporate Tax, Legislative Relations, International Law, Legal Writing, Research, Legal Research, Litigation, Corporate Law, Public Speaking

Education
NYU School of Law   2011 — 2012
Master of Laws (LL.M.), Taxation

University of Iowa College of Law   2008 — 2011
JD, Law

The University of Memphis   2005 — 2007
MA, Art History (Egyptology Concentration)

The University of Glasgow   2002 — 2003
M.Phil, Archaeological Studies

St. Ambrose University   1998 — 2002
B.S., Biology

Cameron Malloy Cameron Malloy Greater Philadelphia Area Details
Cameron Malloy's Principal Financial Group Experience May 2012 - August 2013
Job Wealth Management Intern at Merrill Lynch
Industry Investment Management
Experience
Private  July 2009 - Present
Merrill Lynch  September 2013 - December 2013
Pittsburgh Investment Project   January 2013 - August 2013
Principal Financial Group   May 2012 - August 2013
John Cabot University  December 2011 - January 2013
University of Pittsburgh, School of Pharmacy  September 2010 - April 2011
Shoprite Pharmacy  April 2010 - August 2010

Skills
Microsoft Excel, PowerPoint, Financial Analysis, Equities, Valuation, Financial Modeling, International Relations, Entrepreneurship, Bloomberg Terminal, Finance, Portfolio Management, Statistics, Analysis, Corporate Finance, Options, Economics, Research, Management, Hedge Funds, Data Analysis, Trading, Investments, Bloomberg

Education
University of Pittsburgh   2008 — 2013
BSBA, Major: Finance, Minor: Economics, Chemistry

John Cabot University   2012 — 2013
International Finance and Economics

National Taiwan Normal University   2014 — 2016
Mandarin Chinese

Marie (Wolfle) Foy Marie (Wolfle) Foy Tampa/St. Petersburg, Florida Area Details
Marie (Wolfle) Foy's Principal Financial Group Experience March 2005 - Present
Job Asst. Producer Development Coordinator with Principal Financial Group
Industry Insurance
Experience
Divine Wigs, LLC   January 2014 - Present
Principal Financial Group   March 2005 - Present
Premier Designs Jewelry  2005 - January 2014
Wachovia, A Wells Fargo Company  2003 - 2005
Mutual Of Omaha  1997 - 2003

Skills
Employee Benefits, Marketing, Insurance, Recruiting, Budgets, Customer Service, Sales, Team Building, Time Management, Strategic Planning, Outlook, Account Management, Leadership, Training, Small Business, Event Planning, Social Networking, Public Speaking, Marketing Strategy, Coaching, Social Media Marketing, Public Relations, Fundraising, Social Media, Retail, Event Management

Education
Berkeley Business School

North Shore High School

Garrett Karthauser, CPA Garrett Karthauser, CPA Greater Omaha Area Details
Garrett Karthauser, CPA's Principal Financial Group Experience October 2010 - Present
Job Investment Adviser at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group   October 2010 - Present
BKD, LLP  September 2008 - September 2010

Skills
401(k), 403 (b), SEP &..., Annuities (Variable &..., Asset Allocation, Business Continuation..., Business Overhead..., Buy-Sell Agreements, Buy-Sell Review, Charitable Giving, College Funding..., Deferred Compensation..., Dental Insurance, Disability Income..., Estate Planning, Executive Benefits..., Financial Needs Analysis, Income Protection, Informal Business..., IRAs (Traditional &..., Key Person Insurance, Long-Term Care Insurance, Mutual Funds, Pension Plans, Salary Continuation, Split Dollar Plans, Supplemental Retirement..., Survivor Income, Tax-Deferred Savings, Term Life Insurance, Universal Life Insurance, Wellness Programs, Wealth Accumulation, Financial Advisory, Disability Insurance, Financial Services, 401k, Long Term Care Insurance, Retirement Planning, Buy-sell Agreements, Retirement

Education
Nebraska Wesleyan University   2004 — 2008
B.S., Accounting

Elkhorn High School

Linda M. Clement, PFC, TGPA, QKA Linda M. Clement, PFC, TGPA, QKA Greater Boston Area Details
Linda M. Clement, PFC, TGPA, QKA's Principal Financial Group Experience 2014 - 2015
Job Principal, Retirement Plan Consultant at Hills Pension Associates, Inc.
Industry Financial Services
Experience
Hills Pension Associates, Inc.   March 2009 - Present
Principal Financial Group   2014 - 2015
Principal Financial Group   2014 - 2015
Cornerstone Group  January 2011 - July 2014
Angell Pension Group  2001 - 2011
Penret Services   1996 - 1998

Skills
Retirement Planning, 403 b, Retirement, Employee Benefits, Defined Contribution, Pensions, Business Planning, Defined Benefit, Accounting, 401k, Strategic Financial..., Disability Insurance, Investments, Management, ERISA, Financial Advisory, Financial Planning, Tax, Mutual Funds, Pension Administration, Life Insurance, Finance

Education
Newbury College   1992 — 1994
Associates, Accounting Business Management

Woonsocket

Becky Helle Becky Helle Cedar Rapids, Iowa Area Details
Becky Helle's Principal Financial Group Experience 1992 - Present
Job Operations Manager, Princor Registered Representative
Industry Financial Services
Experience
Principal Financial Group   1992 - Present

Education
Mount Mercy University   1988 — 1992
Public Relations

Jarl Aronsen Jarl Aronsen Des Moines, Iowa Area Details
Jarl Aronsen's Principal Financial Group Experience July 2008 - January 2009
Job Telligen
Industry Information Technology and Services
Experience
Telligen  October 2011 - Present
Pearson Education  November 2009 - June 2011
Principal Financial Group   July 2008 - January 2009
Wells Fargo Financial  August 1981 - March 2008

Education
Morningside College
BS, History (Math minor)

University of Iowa
B.S., Computer Science

Joseph Marx Joseph Marx Buffalo/Niagara, New York Area Details
Joseph Marx's Principal Financial Group Experience February 2003 - Present
Job Vice President Consulting at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group   February 2003 - Present
Ernst & Young  January 1984 - October 2002

Skills
ESOP Repurchase..., ESOP plan design and..., ESOP distribution..., Total retirement..., 401k, Financial Analysis, Defined Benefit, Executive Pay, ESOP, ERISA, Pensions, Retirement, Employee Benefits, Retirement Planning, Profit Sharing, Strategic Financial..., Retirement Plan..., Financial Planning, Financial Modeling, Management, Financial Services, Strategic Planning, Mergers & Acquisitions

Education
Niagara University   1978 — 1982
BBA, Accounting

East Aurora High School

East Aurora High School

Molly Cope Molly Cope San Diego, California Details
Molly Cope's Principal Financial Group Experience September 2011 - Present
Job Campus Relations Team Lead
Industry Financial Services
Experience
Principal Financial Group   September 2011 - Present
Principal Financial Group   2013 - 2014
Principal Financial Group   2013 - 2014
Pella Corporation  February 2010 - September 2011
Pella Corporation  December 2008 - January 2010
Pella Corporation  March 2007 - December 2008

Skills
College Recruiting, Project Management, Team Leadership, Customer Service, Budgeting, Event Planning, Continuous Improvement

Education
Western Illinois University   2004 — 2006
Masters, Sport Management

Morehead State University   2001 — 2004
Bachelors, Communications - Advertising & Public Relations

Justin Dean RHU Justin Dean RHU Birmingham, Alabama Area Details
Justin Dean RHU's Principal Financial Group Experience June 2007 - June 2011
Job Employee Benefits Consultant
Industry Insurance
Experience
Mutual of Omaha  June 2011 - October 2014
Principal Financial Group   June 2007 - June 2011
Principal Financial Group   May 2006 - May 2007
Principal Financial Group   August 2003 - May 2006
Jefferson Pilot Financial  February 2003 - July 2003

Skills
Disability Insurance, Employee Benefits, Health Insurance, Life Insurance, Insurance, Term Life Insurance, Health Savings Accounts, Dentistry, Benefits Administration, Critical Illness, Group Insurance, Claim, Open Enrollment, Brokers, Underwriting, Claims Management, New Business Development, Financial Advisory, Cafeteria Plans, Benefits Design, Employee Wellness...

Education
The American College   2007 — 2007
Registered Heath Underwriter (RHU), Health Underwriting

Nebraska Wesleyan University   2000 — 2002
BS, Business Administration

University of Nebraska-Lincoln   1998 — 2000
BS, Business Administration

Mariah J.S. Sloan Mariah J.S. Sloan Greater Chicago Area Details
Mariah J.S. Sloan's Principal Financial Group Experience May 2013 - Present
Job Operations Manager at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group   May 2013 - Present
Principal Financial Group   January 2012 - Present
Favia Group   November 2008 - January 2012
Financial Solutions Midwest (Now Favia Group)   April 2006 - October 2011
American Intercontinental University  January 2005 - April 2006
Salutary SportsClub Inc. Millennium SportsClub   June 2002 - December 2004
Pi Beta Phi Fraternity  June 2001 - July 2002

Skills
Licensed Illinois Life..., Notary Public, Marketing, Customer Retention, Staff Management, Public Speaking, Insurance, Leadership, Leadership Development, Strategic Planning, Coaching, Staff Development, Event Planning, Customer Service, Team Building, Recruiting, Sales

Education
Monmouth College   1997 — 2001
BA, History and Secondary Education

Ottumwa High School   1993 — 1997
Diploma

Travis Trampe Travis Trampe Greater Denver Area Details
Travis Trampe's Principal Financial Group Experience December 1994 - July 2001
Job Investment Management Consultant
Industry Financial Services
Experience
Investment Management Consultant   June 2013 - Present
Deutsche Asset and Wealth Management  April 2013 - May 2013
Scottrade/FocusShares   January 2011 - September 2012
Invesco PowerShares  April 2007 - December 2010
QSG  October 2006 - April 2007
Principal Global Investors  July 2001 - September 2006
Principal Financial Group   December 1994 - July 2001

Skills
Portfolio Management, ETFs, Index Funds, Asset Management, Investment Management, Trading, Equities, Mutual Funds, Portfolio Optimization, Bloomberg, FactSet, Product Management, Product Development, Asset Managment, Equity Trading, Risk Management, Commodity, Options, Financial Markets, Separately Managed..., Financial Services, Investments, Alternative Investments, Asset Allocation, Investment Strategies, Fixed Income, Equity Research, Securities, Hedge Funds, Derivatives, Currency, Equity Derivatives, Finance

Education
Nebraska Wesleyan University   1990 — 1994
Bachelor of Science, Finance, Mathematics

Marjorie (Walsh) DeCanio Marjorie (Walsh) DeCanio Sarasota, Florida Area Details
Marjorie (Walsh) DeCanio's Principal Financial Group Experience February 2000 - Present
Job Owner at DeCanio & Associates
Industry Financial Services
Experience
Principal Financial Group   February 2000 - Present
DeCanio & Associates   November 1989 - Present
Independent Insurance Broker  November 1994 - January 2000
New York Life Insurance Company  November 1989 - November 1994

Skills
Work closely with..., Provide Financial..., Provide Complementary...

Education
Nassau Community College   1971 — 1972

Dominican Commerical High School   1967 — 1971

quan williams quan williams Raleigh-Durham, North Carolina Area Details
quan williams's Principal Financial Group Experience 1979 - 2000
Job Owner, the QUAN company
Industry Financial Services
Experience
The Quan Company   June 2000 - Present
Minority Advisory Committee, ABC11   2012 - 2014
North Carolin Central University Foundation, IncBfrch   July 2003 - July 2006
Principal Financial Group   1979 - 2000

Skills
Entrepreneurship, Non-profits, New Business Development, Strategic Planning, Public Relations, Marketing Strategy, Leadership, Team Building, Managerial Finance, Public Speaking, Small Business, Social Media Marketing, Insurance, Strategy, Marketing, Facebook, Business Development, Nonprofits, Business Strategy

Education
NCCU

Carl Bates Carl Bates Dallas/Fort Worth Area Details
Carl Bates's Principal Financial Group Experience November 2002 - May 2003
Job Smalltalk Developer at Assurant Specialty Property
Industry Information Technology and Services
Experience
Assurant Specialty Property  August 2014 - Present
Shell Trading  September 2013 - August 2014
Precision Systems  November 2009 - September 2013
Precision Systems  October 2008 - December 2008
Exodus Integrity Services   January 2005 - March 2008
Carreker  February 2004 - January 2005
Trintech  May 2003 - February 2004
Principal Financial Group   November 2002 - May 2003
Aesir Objects Inc   June 2001 - November 2002
Cybertek Inc   March 1996 - January 2001

Skills
XML, Software Development, OOP, Unix, UML, Java, Software Design, DB2, Design Patterns, Smalltalk, SQL, Oracle, Eclipse, JavaScript, Java Enterprise Edition

Education
Texas Tech University   1981 — 1986
BSCS

Morehead State University   1975 — 1978
BSIT

Jennifer Farina Jennifer Farina Melville, New York Details
Jennifer Farina's Principal Financial Group Experience 2014 - Present
Job Financial Services Representative, Princor Registered Representative, Financial Advisor at the Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group   2014 - Present
J.P. Morgan   2003 - 2013

Skills
Series 7, Series 63, 401k Rollovers, Annuities (Variable &..., Financial Needs Analysis, Asset Allocation, Business Continuation..., Business Overhead..., Buy-Sell Agreements, Buy-Sell Review, College Funding..., Deferred Compensation..., Disability Income..., Estate Planning, Income Protection, IRAs (Traditional &..., Key Person Insurance, Long-Term Care Insurance, Mutual Funds, Pension Plans, Salary Continuation, Supplemental Retirement..., Survivor Income, Tax-Deferred Savings, Term Life Insurance, Universal Life Insurance, Wealth Accumulation, Whole Life Insurance, 403 b, SEP IRA, Simple IRA

Education
Hofstra University   1999 — 2001
Bachelor of Arts (BA), Psychology

Nassau Community College   1997 — 1999
Associate of Arts (AA)

Michelle Dawson Michelle Dawson Greater San Diego Area Details
Michelle Dawson's Principal Financial Group Experience 2000 - 2004
Job V.P. Correspondent Lending (Western Region) Bayview Loan Servicing, LLC
Industry Banking
Experience
HomeBridge  October 2012 - August 2013
GMAC  October 2009 - November 2011
Taylor, Bean & Whitaker   December 2007 - August 2009
Homecomings Financial  2006 - 2007
Citicorp Mortgage  2000 - 2006
Principal Financial Group   2000 - 2004
Union Planters Bank  2001 - 2001
LoanCity  2000 - 2001
Aegis Mortgage  1998 - 2000
Comerica  1994 - 1996

Skills
Salesforce.com, New Business Development, Mortgage Lending, Sales, Auditing, Loans, Underwriting, Wholesale Lending, Training, Mortgage Banking, Mortgage Underwriting, Loan Origination, FHA, Credit, USDA, Account Management, Funding, Business Development

Education
Naperville North HS

National Louis University
Bachelor's Degree

Andrew V. Battle, CRSP Andrew V. Battle, CRSP Raleigh-Durham, North Carolina Area Details
Andrew V. Battle, CRSP's Principal Financial Group Experience October 2011 - 2013
Job Client Relationship Manager at CAPTRUST Financial Advisors
Industry Financial Services
Experience
CAPTRUST Financial Advisors  June 2013 - Present
Principal Financial Group   October 2011 - 2013
First Citizens Bank  April 1998 - 2011

Skills
Investments, In-depth knowledge of..., Insurance Planning, Retirement, Retirement Planning, Wealth Management, Financial Planning, Investment Advisory, Wealth, 401k, Asset Allocation, Risk Management, Estate Planning, Retirement Plan..., Series 6, Series 63, Series 65, Long-Term Disability, Voluntary Employee..., Non-Qualified Deferred..., Customer Service, Sales, Financial Services, Pensions, Disability Insurance, Insurance, Financial Advisory, Strategic Financial..., Financial Planners

Education
North Carolina Agricultural and Technical State University   1987 — 1991
Electrical Engineering, Mathematics

Louisburg High School

Vickiann Johnson Vickiann Johnson Cedar Rapids, Iowa Area Details
Vickiann Johnson's Principal Financial Group Experience January 2009 - Present
Job Precertification Nurse at Principal Finanacial Group
Industry Insurance
Experience
Principal Finanacial Group   November 2009 - Present
Principal Financial Group   January 2009 - Present
Principal Financial Group   June 2002 - Present

Education
Mount Mercy University   1970 — 1974
BSN, Nursing

Tyler Kurtenbach Tyler Kurtenbach Lincoln, Nebraska Details
Tyler Kurtenbach's Principal Financial Group Experience January 2012 - June 2013
Job Credit Analyst at Union Bank & Trust
Industry Banking
Experience
Union Bank & Trust  August 2015 - Present
Union Bank & Trust  July 2013 - Present
Principal Financial Group   January 2012 - June 2013
Ameritas Investment Corp.  January 2011 - February 2012
Nelnet  May 2010 - January 2011
Husker Auto Group  January 2010 - April 2010

Skills
Customer Service, Retirement Planning, 401k, Strategic Financial..., Mutual Funds, Series 6, Investments, Employee Benefits, Strategic Planning, Series 63

Education
Nebraska Wesleyan University   2004 — 2008
Bachelors, Communication

Dan Greyn Dan Greyn Billings, Montana Area Details
Dan Greyn's Principal Financial Group Experience December 1992 - October 1993
Job Sales at Computers Unlimited
Industry Computer Software
Experience
Computers Unlimited  August 2008 - Present
Computers Unlimited  1993 - 2008
Principal Financial Group   December 1992 - October 1993

Skills
Team Building, Sales Management, New Business Development, Customer Relations, Problem Solving, Customer Service, Solution Selling, Inventory Management, Public Speaking, Enterprise Software, Process Improvement, Durable Medical..., Home Medical Equipment, Ninja Skills, General Awesomeness, Stealth, Nunchuku Skills, Product Management, Start-ups, Direct Sales, Leadership, Sales Operations, Sales Process, Selling, Customer Retention, Sales

Education
Montana State University-Billings   1982 — 1986
Bachelor of Science (B.S.), Finance, General

High School....   1978 — 1982

Tony Poleondakis Tony Poleondakis Cleveland/Akron, Ohio Area Details
Tony Poleondakis's Principal Financial Group Experience November 2002 - December 2008
Job National Sales Director at Piedmont Capital Distributors
Industry Financial Services
Experience
Piedmont Capital Distributors  September 2010 - Present
Principal Financial Group   November 2002 - December 2008
Alliance Bernstein  November 1983 - December 2001

Education
Case Western Reserve University - Weatherhead School of Management   1985 — 1987
MBA

New York University   1977 — 1979
B.S., International Business

USNA

Carey Hunter Carey Hunter Raleigh-Durham, North Carolina Area Details
Carey Hunter's Principal Financial Group Experience February 1989 - Present
Job Senior Agent with Principal Financial Group, Princor Registered Representative
Industry Financial Services
Experience
Principal Financial Group   February 1989 - Present
State Employees' Credit Union  May 1984 - February 1989

Skills
Long Term Care Insurance, Wealth Accumulation, Retirement Planning, 401 (k), 403 (b), SEP &..., Disability Income..., Income Protection, Key Person Insurance, Mutual Funds, Series 6, Series 63, Term Life Insurance, Annuities (Variable &..., Asset Allocation, Business Continuation..., Business Overhead..., Buy-sell Agreements, Buy-Sell Review, Charitable Giving, College Funding..., Deferred Compensation..., Estate Planning, Executive Benefit..., Financial Needs Analysis, Informal Business..., IRAs (Traditional &..., Pension Plans, Salary Continuation, Supplemental Retirement..., Survivor Income, Tax-Deferred Savings, Universal Life Insurance

Education
North Carolina State University
BA, Business Management & Economics

The American College
CLU, Insurance & Financial Services

Andrew Pappas Andrew Pappas Des Moines, Iowa Area Details
Andrew Pappas's Principal Financial Group Experience January 2001 - January 2004
Job Project Manager at Wells Fargo Home Mortgage
Industry Information Technology and Services
Experience
Wells Fargo Home Mortgage  September 2010 - Present
Wells Fargo Financial  April 2010 - September 2010
ManTech  January 2009 - April 2010
AVIVA  February 2008 - December 2008
Wells Fargo Financial  January 2007 - December 2007
Nationwide Insurance  January 2004 - January 2007
Principal Financial Group   January 2001 - January 2004
Wells Fargo Mortgage  February 2000 - January 2001
EDS Group  January 1998 - January 2000

Skills
Executive Management, SDLC, Leadership, Project Management, Project Portfolio..., Budgets, Risk Management, Business Process..., Team Leadership, Change Management, Software Development, Testing, Business Analysis, Training, PMO, Vendor Management, Visio, Requirements Gathering, Process Improvement, SharePoint, Requirements Analysis, Data Warehousing

Education
National University   1988 — 1990
Bachelor, Computer Science

Jarl Aronsen Jarl Aronsen Des Moines, Iowa Area Details
Jarl Aronsen's Principal Financial Group Experience July 2008 - January 2009
Job Quality Assurance Test Lead; Computer Software Professional
Industry Computer Software
Experience
Principal Financial Group   July 2008 - January 2009
Wells Fargo Financial  August 1981 - March 2008

Education
Morningside College
BS, History, Mathematics

University of Iowa
BS, Computer Science

Deanne Beltz-Sund, CISR Deanne Beltz-Sund, CISR Cedar Rapids, Iowa Details
Deanne Beltz-Sund, CISR's Principal Financial Group Experience 2005 - 2007
Job Client Service Consultant, PC at Holmes, Murphy and Associates, LLC
Industry Insurance
Experience
Holmes, Murphy and Associates, LLC   August 2007 - Present
Principal Financial Group   2005 - 2007
American Express Financial Advisors  2002 - 2005
Marquette Financial Companies  1999 - 2002
Norwest Bank  1995 - 1999

Skills
Certified Insurance..., State of Iowa Insurance..., Property & Casualty..., Professional Liability, Commercial Insurance, Brokers, Account Management, Commercial Lines, Microsoft Excel, Microsoft Office, Insurance, Legal Liability, Employment Practices..., Liability, Casualty, Underwriting, Health Insurance, Workers Compensation, Marketing, Casualty Insurance

Education
Jefferson HS

Mount Mercy College
Bachelor of Arts (B.A.), Psychology

Mark K. Homsi, MBA, CFP® Mark K. Homsi, MBA, CFP® Greater New York City Area Details
Mark K. Homsi, MBA, CFP®'s Principal Financial Group Experience February 2006 - Present
Job Senior Retirement Sales Representative at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group   February 2006 - Present
UBS  2001 - 2006

Skills
Retirement Planning, Retirement, Defined Benefit, 401k

Education
Montclair State University   2004 — 2006
MBA, Accounting

Pace University   1996 — 2000
BBA, Finance

Cliff Karthauser, CLU, ChFC, CLF Cliff Karthauser, CLU, ChFC, CLF Greater Omaha Area Details
Cliff Karthauser, CLU, ChFC, CLF's Principal Financial Group Experience 2002 - December 2014
Job Consultant / Princor Registered Representative
Industry Financial Services
Experience
Principal Financial Group   2002 - December 2014
Principal Financial Group   1991 - 2002
Principal Financial Group   1984 - 1990
Principal Financial Group   1981 - 1984

Skills
Disability Insurance, 401 (k), 403 (b), SEP,..., Annuities (Fixed &..., Asset Allocation, Business Continuation..., Business Overhead..., Buy-sell Agreements, Bus Sell Reveiw, Charitable Giving, College Funding..., Deferred Compensation, Dental Insurance, Estate Planning, Executive Benefit..., Financial Needs Analysis, Income Protection, Information Business..., IRAs (Traditonal and..., Key Person Insurance, Long Term Care Insurance, Mutual Funds, Pension Plans, Split Dollar Plans, Supplemental Retirement..., Survivor Income, Tad-Deferred Savings, Term Life Insurance, Universal Life Insurance, Wellness Programs, Wealth Accumualtion, Retirement Planning, IRAs, Talent Acquisition, 401k, Wealth Accumulation

Education
Nebraska Wesleyan University   1971 — 1975
Bachelor of Business Administration (BBA)

Brittany Delp Brittany Delp Greater Philadelphia Area Details
Brittany Delp's Principal Financial Group Experience October 2004 - Present
Job Freelance Graphic Designer at Top of the Line Design
Industry Graphic Design
Experience
Top of the Line Design   May 2010 - Present
Principal Financial Group   October 2004 - Present
Sandy O Studios   April 2003 - July 2003

Education
Moore College of Art and Design   2004 — 2008
BFA, Illustration

Middle Bucks Institute of Technology
Associates Degree, Commercial Art and Design

Sheila Gregan Sheila Gregan Des Moines, Iowa Details
Sheila Gregan's Principal Financial Group Experience March 1997 - February 1999
Job Health care professional skilled in operations and process improvement.
Industry Hospital & Health Care
Experience
Iowa Healthcare Collaborative  October 2012 - October 2014
HCI Care Services  September 2009 - August 2011
Iowa Health Des Moines  February 1999 - October 2008
Principal Financial Group   March 1997 - February 1999
Health Policy Corporation of Iowa   1993 - 1996
University of Iowa Hospitals and Clinics  1983 - 1992

Skills
Healthcare, Budgets, Program Management, Project Planning, Wellness, Medicare, Leadership, Community Outreach, Healthcare Consulting, Public Health, Healthcare Information..., Home Care, Health Education, EHR, Analysis, Fitness, EMR, HIPAA, Patient Safety, Health, Training, Healthcare Management, Process Improvement, Hospitals

Education
University of Iowa   1990 — 1992
MA, Hospital & Health Admin

Mount Mercy University   1978 — 1982
BS, Nursing

Heather Schott Heather Schott Des Moines, Iowa Area Details
Heather Schott's Principal Financial Group Experience July 2015 - Present
Job AD of Diversity & Inclusion at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group   July 2015 - Present
Principal Financial Group   April 2013 - July 2015
Principal Financial Group   October 2011 - July 2015
Principal Financial Group   June 2011 - August 2012
Principal Financial Group   November 2008 - October 2011
Principal Financial Group   June 1997 - November 2008

Skills
Leadership, Management, Software Development, Business Analysis, Access, Diversity & Inclusion

Education
Morningside College   1993 — 1997
BS, Mathematics; Business

Amanda Carroll Amanda Carroll Des Moines, Iowa Area Details
Amanda Carroll's Principal Financial Group Experience January 2012 - Present
Job Strategic Communicator, Content Marketer, Blogger and Visual Storyteller
Industry Marketing and Advertising
Experience
Principal Financial Group   January 2012 - Present
Principal Financial Group   May 2005 - January 2012
University of Minnesota  November 2003 - May 2005
CEL Public Relations   October 2001 - November 2003
3M  June 2001 - September 2001

Skills
Corporate Blogging, Project Coordination, Writing For The Web, Copy Editing, Strategic Communications, Marketing Communications, Media Relations, Press Releases, Newsletters, Public Relations, Social Media, Editing, Integrated Marketing, Advertising, Journalism, Corporate Communications, Internal Communications

Education
University of Iowa   1999 — 2001
BA, Journalism, English

Montana State University-Bozeman   1997 — 1999
English

Greyson Nevins-Archer Greyson Nevins-Archer Brooklyn, New York Details
Greyson Nevins-Archer's Principal Financial Group Experience May 2015 - August 2015
Job Summer Intern for IT
Industry Executive Office
Experience
New York University  September 2013 - Present
Principal Financial Group   May 2015 - August 2015
Page Club   January 2015 - May 2015
Entrepreneurship & Innovation Association at NYU School of Engineering   May 2014 - May 2015
Doyle Group Llc   December 2014 - January 2015
NYU Varick St. Incubator   October 2013 - June 2014

Skills
Public Speaking, Start-ups, Entrepreneurship, Social Media Marketing, Management, Marketing, Event Management, Link Building, Team Leadership, Event Planning, Leadership, Team Management, Photoshop, Microsoft Office, Strategy, Mac OS, Communication, Information Technology, Managment, Xcode, Networking, Event Marketing Strategy, Advertising, Windows 7, Python, Objective-C, Parliamentary Procedure, Java, HTML, CSS, SEO, Content Marketing, Social Media, Ruby on Rails, Django, Agile Project Management, AngularJS, Node.js, jQuery, Web Development

Education
New York University   2013 — 2017
Bachelor of Science (BS), Science and Technology Studies, Minor in Management and Concentration in Computer Science, 3.516

Bearden High School   2009 — 2013

Ann-Marie Murray Ann-Marie Murray Greater Seattle Area Details
Ann-Marie Murray's Principal Financial Group Experience October 2007 - September 2009
Job
Industry Insurance
Experience
Coastal Insurance   September 2013 - Present
Humana  September 2009 - September 2013
Principal Financial Group   October 2007 - September 2009
New York Life Insurance Company  November 2005 - April 2007
PacifiCare Health Systems  January 2000 - February 2005

Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, Senior Services, Health Insurance, Healthcare, Medicare, Medicare Part D, Medicare Advantage, Property Management, Project Coordination, Account Management, Project Management, Real Estate, Strategic Planning, Team Building, Leadership, Insurance, Management, Sales

Education
Monterey Peninsula College
Pre-Medicine/Pre-Medical Studies

Seattle Central Community College
Real Estate

University of Phoenix
Business, Management, Marketing, and Related Support Services

Kelly Swadley Kelly Swadley Charlotte, North Carolina Area Details
Kelly Swadley's Principal Financial Group Experience 2002 - 2003
Job Director of Human Resources at AptarGroup, Inc.
Industry Human Resources
Experience
AptarGroup, Inc.   August 2014 - Present
AptarGroup, Inc.   September 2011 - August 2014
SABIC Innovative Plastics  December 2009 - September 2011
SABIC  January 2008 - March 2010
Ingersoll Rand  February 2003 - January 2008
Principal Financial Group   2002 - 2003
Credit Suisse First Boston  2000 - 2002
Investors Title Company  1998 - 2000

Skills
Lean Six Sigma Black..., Performance Management, Organizational..., Coaching, Customer Service, Sales Management, Six Sigma, Recruiting, Cross-functional Team..., Employee Relations, Talent Management, Personnel Management, Change Management, Training, Leadership, Strategy, Succession Planning, Human Resources, Management, Interviews, Process Improvement, Leadership Development

Education
University of North Carolina at Chapel Hill
BA, Industrial Relations

Montreat College   2001 — 2003
MBA, Business Administration and Management, General

Tommy Williamson, Jr Tommy Williamson, Jr Raleigh-Durham, North Carolina Area Details
Tommy Williamson, Jr's Principal Financial Group Experience July 2007 - December 2009
Job Area Director
Industry Fund-Raising
Experience
TWR  October 2011 - Present
Mercury Z  August 2010 - July 2011
Principal Financial Group   July 2007 - December 2009
Andrews & Williamson Financial Group   January 2001 - July 2007
GE  October 1989 - December 2000
North Carolina Institute of Political Leadership (IOPL)   January 1997 - May 1997
Florida Power & Light  June 1987 - October 1989

Skills
Strategic Planning, Salesforce.com, Visio, Public Speaking, Entrepreneurship, Event Planning, Disability Insurance, Fixed Annuities, Microsoft Office, Stewardship, Estate Design, Estate Planning, Trusts, Irrevocable Life..., Charitable Remainder..., Charitable Trusts, Charitable Giving..., Charitable Giving, Charitable Gift..., SharePoint, SharePoint..., Microsoft Dynamics, Microsoft CRM, InfoPath, OneNote, PowerPoint, Excel, MS Excel Pivot Tables, Word, Cisco Certified, Slideshare, Term Life Insurance, Universal Life, Indexed Universal Life..., Long Term Care, Annuities, Equity Indexed Annuities, Raiser's Edge, LinkedIn, Technical Sales, Situational Leadership

Education
North Carolina State University
Bachelor's Degree

New Horizons Computer Learning Center of Raleigh-Durham-Chapel Hill

Dawn Reardon Dawn Reardon Arlington, Massachusetts Details
Dawn Reardon's Principal Financial Group Experience August 2012 - Present
Job Executive Producer at Motion Picture Mill, LLC
Industry Media Production
Experience
Motion Picture Mill, LLC   October 2014 - Present
Principal Financial Group   August 2012 - Present
D Labels   August 2011 - Present
Halmark Systems, Inc   1985 - 2011

Skills
Sales, Account Management, Customer Service, Insurance, Salesforce.com, Cold Calling, Marketing, Human Resources, Retirement Planning, Strategic Planning, Strategic Financial..., Sales Management, Sales Operations, Selling, Financial Services, Sales Process, Investments, New Business Development, Sales Presentations, Financial Analysis, Business Development, Customer Retention, Small Business, Employee Benefits, 401k, Strategy, Executive Management, Business Planning, Finance, Life Insurance, Negotiation, Team Building, Training, Pricing, Business Strategy, Mutual Funds, Direct Marketing, Business, Fixed Annuities, Retirement, Marketing Strategy, IRAs, Time Management, Lead Generation, Management, Leadership, Event Management, Social Networking, Public Speaking, Social Media

Education
Mount Ida College   1987 — 1990
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General, 3.1

Eldwin (Charlie) Nichols Eldwin (Charlie) Nichols Fairfield, Iowa Details
Eldwin (Charlie) Nichols's Principal Financial Group Experience September 2015 - Present
Job Counsel at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group   September 2015 - Present
Cambridge Investment Research, Inc.   May 2015 - September 2015
Cambridge Investment Research, Inc.   September 2014 - May 2015
Cambridge Investment Research, Inc.   September 2012 - September 2014

Skills
Securities, Investments, Mutual Funds, Financial Services, Investment Advisory

Education
University of Iowa - Henry B. Tippie College of Business   2013 — 2014
Master of Business Administration (MBA), Concentration in Finance

University of Iowa College of Law   2001 — 2004
Juris Doctorate (J.D.)

Morehouse College   1999 — 2001
Bachelor of Arts (B.A.), Political Science, cum laude

Mary Greif Mary Greif Cedar Rapids, Iowa Area Details
Mary Greif's Principal Financial Group Experience 1997 - 2001
Job Practice Development Coordinator at UnityPoint Health St Luke's Hospital
Industry Hospital & Health Care
Experience
UnityPoint Health St Luke's Hospital  July 2013 - Present
Iowa Health System  August 2006 - Present
Mount Mercy University  February 2012 - May 2013
Principal Financial Group   1997 - 2001
St Luke's Hospital  January 1989 - December 1997

Skills
ACLS, Patient Safety, Healthcare, Nursing, ICU, Hospitals, BLS, Critical Care, EMR, Inpatient, Healthcare Management, Nursing Education, Acute Care, Healthcare Information..., Patient Education

Education
Mount Mercy College   2011 — 2013
Master's degree, Nursing Education

Mount Mercy University   1984 — 1988
Bachelor's degree, Nursing

Abhishek Kale Abhishek Kale Des Moines, Iowa Area Details
Abhishek Kale's Principal Financial Group Experience March 2014 - Present
Job Sr. Consultant at InfoCepts
Industry Information Technology and Services
Experience
Principal Financial Group   March 2014 - Present
InfoCepts  October 2012 - Present
InfoCepts  December 2010 - September 2012
Principal Financial Group   April 2007 - December 2010
Tata Consultancy Services  June 2006 - April 2007
Kanbay Software India Ltd   December 2003 - May 2006

Skills
DB2, Netezza, JCL, COBOL, Data Warehousing, SDLC, Project Management, Project Planning, SSIS, Requirements Gathering, IMS DB/DC, Databases, Microsoft SQL Server, Informatica, Performance Tuning

Education
Nagpur University   2000 — 2003
BE, Mechanical

Saraswati Vidyalaya, Nagpur   1988 — 1997

Erinn Sullivan Erinn Sullivan Hartford, Connecticut Area Details
Erinn Sullivan's Principal Financial Group Experience August 2004 - January 2007
Job
Industry Insurance
Experience
Sun Life Financial  December 2013 - Present
USI Insurance Services  January 2007 - December 2013
Principal Financial Group   August 2004 - January 2007
Advest, Inc.   January 2000 - July 2004

Education
Nichols College
Bachelor of Business Administration (BBA), Business Administration and Management, General

Katelynn (Sarcione) Fraser Katelynn (Sarcione) Fraser Greater Boston Area Details
Katelynn (Sarcione) Fraser's Principal Financial Group Experience November 2012 - Present
Job Marketing Communications Consultant at Principal Financial Group
Industry Marketing and Advertising
Experience
Principal Financial Group   November 2012 - Present
First Dental Health  January 2010 - Present
Audacity   May 2008 - November 2009
Audacity   May 2008 - March 2009
State Street Bank  2007 - 2008

Skills
Marketing Communications, Marketing Strategy, Corporate Branding, Advertising, Social Media, Public Relations, Business Development, Web Marketing, Market Research, Email Marketing, Online Advertising, SEO, Google Adwords, Account Management, E-commerce, CRM, Strategy, Press Releases, Marketing Research, Online Marketing

Education
National University   2009 — 2011
MBA, Marketing

University of Massachusetts Dartmouth   2003 — 2007
Bachelors, Marketing

Brad Schlichte ChFC® Brad Schlichte ChFC® Des Moines, Iowa Area Details
Brad Schlichte ChFC®'s Principal Financial Group Experience September 2014 - Present
Job Worksite Specialist @ Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group   September 2014 - Present
Principal Financial Group   October 2004 - September 2014

Skills
Series 7, Retirement, Retirement Planning, FINRA, Mutual Funds, 401k, Series 6, Series 63, Investments, Insurance, Life Insurance, Fixed Annuities, Financial Services, Customer Service, Asset Allocation, Disability Insurance, Leadership, Wealth Management, Relationship Management, Estate Planning, Financial Analysis, Management, Employee Benefits, Investment Advisory, Securities, IRAs, Sales, Financial Planning

Education
Mount Mercy College   1999 — 2003
Bachelors of Business Administration, Management and Marketing

Dave Rezek Dave Rezek Des Moines, Iowa Area Details
Dave Rezek's Principal Financial Group Experience December 2007 - June 2013
Job QA Project Test Coordinator, Jazz Educator, Trumpet and Improvisation Instructor, Freelance Performer, Arranger
Industry Financial Services
Experience
Des Moines Big Band   May 2015 - Present
Wells Fargo  July 2013 - Present
Drake University  August 2013 - Present
Creative Music Studios   June 2012 - Present
Freelance Trumpeter   March 1992 - Present
Synergy Jazz Foundation   January 2009 - May 2015
Advantage Technical Resourcing  July 2013 - October 2013
Principal Financial Group   December 2007 - June 2013
Wells Fargo  July 2007 - December 2007
Ernst & Young  February 2003 - June 2007

Skills
SDLC, Quality Assurance, Requirements Analysis, Software Documentation, Testing, Analysis, User Acceptance Testing, Management, Training, Test Planning, Quality Center, Team Leadership, Software Quality..., Business Requirements, Test Coordination, ClearQuest, Jazz Improvisation, Jazz Education, Music Education, Music Theory, Music Analysis, Trumpet, Trumpet Techniques, Audition Preparation, Composition, Arranging, Regression Testing

Education
New England Conservatory of Music   1997 — 1999
M.M. in Jazz Trumpet, Jazz Performance

University of Northern Iowa   1987 — 1992
B.M.E with Jazz Studies Emphasis, Music Education, Jazz Studies

Lisa Douglas Lisa Douglas Rochester, Minnesota Details
Lisa Douglas's Principal Financial Group Experience 1996 - 1998
Job CNS at Mayo Clinic
Industry Hospital & Health Care
Experience
Mayo Clinic  1998 - Present
Principal Financial Group   1996 - 1998
Saint Luke's Hospital  1987 - 1998

Education
Winona State University   1998 — 2000
MSN, Nursing/Clinical Nurse Specialist

Mount Mercy College   1992 — 1996
Bachelor of Science (BS), Nursing

St. Luke's School of Nursing   1983 — 1986
Nursing Diploma, Registered Nursing/Registered Nurse

Starmont High School   1979 — 1983

Brent Riffel Brent Riffel Fresno, California Area Details
Brent Riffel's Principal Financial Group Experience February 2005 - October 2006
Job Convoy of Hope A Driving Passion to Feed the World
Industry Philanthropy
Experience
Convoy of Hope  November 2012 - Present
Fresno Rescue Mission   June 2008 - November 2012
Clovis Hills Community Church  October 2006 - April 2008
Principal Financial Group   February 2005 - October 2006
New York Life Insurance Company  February 2003 - February 2005
Kerman Covenant Church   October 1994 - February 2003

Skills
Planned Giving, Strategic Financial..., Marketing, Customer Service, Organizational..., Fundraising, Coaching, Stewardship, Grant Writing, Philanthropy, Leadership, Estate Planning, Nonprofits, Social Networking, Community Outreach, Public Relations, Non-profit..., Investments, Succession Planning, Microsoft Word, Annual Giving, Public Speaking, Charities, Board Development, Volunteer Management, Leadership Development, Capital Campaigns, Program Development

Education
The American College   2003 — 2005
Financial and Business Planning

Multnomah University   1990 — 1992
Biblical Education

Kings River Community College   1987 — 1989
Business Management, Marketing, Sales

Kingsburg High School

Jason Holmes Jason Holmes Phoenix, Arizona Details
Jason Holmes's Principal Financial Group Experience January 2006 - March 2007
Job Attorney at Maricopa County Attorney's Office
Industry Law Practice
Experience
Maricopa County Attorney's Office  February 2013 - Present
Independent Contractor  November 2012 - February 2013
Morris, Hall & Kinghorn   August 2011 - December 2011
Maricopa County Attorneys Office  January 2011 - April 2011
Merrill Lynch  March 2007 - December 2008
Principal Financial Group   January 2006 - March 2007
US Navy  June 1991 - September 2005

Skills
Legal Research, Legal Writing, Estate Planning, Leadership, Litigation, Mediation, Mutual Funds, Investments, Risk Management, Securities, Westlaw, Criminal Law, Courts, Prosecution

Education
Phoenix School of Law   2009 — 2012
Doctor of Law (JD), Law, Cum Laude

National University   2003 — 2006
Bachelor of Science (BS), Accounting, Magna Cum Laude

Steve Graff Steve Graff Portland, Oregon Area Details
Steve Graff's Principal Financial Group Experience January 2004 - Present
Job Underwriting Consultant
Industry Insurance
Experience
Principal Financial Group   January 2004 - Present
Lockton Companies  2002 - 2004
BenefitMall  2000 - 2002
Principal Financial Group   1993 - 2000
Bankers Trust  1991 - 1993
Continental Bank  1989 - 1991
U.S. Government Accountability Office   1987 - 1989

Skills
Business Analysis, Group Insurance, Insurance, Employee Benefits, Health Insurance, Underwriting, Life Insurance

Education
University of Iowa - Henry B. Tippie College of Business   1986 — 1987
MBA

Morningside College   1982 — 1986
B.S., Bus Admin and Economics

Lake City High School   1978 — 1982

Debbie Daugherty Debbie Daugherty Greater Chicago Area Details
Debbie Daugherty's Principal Financial Group Experience January 1984 - December 1996
Job Director of Operations
Industry Health, Wellness and Fitness
Experience
Massage Envy Spa  September 2014 - Present
Network Services Company  March 2013 - April 2014
The TriZetto Group  March 1999 - April 2012
The TriZetto Group  December 1996 - March 1999
Principal Financial Group   January 1984 - December 1996

Skills
Leadership, Customer Service, Customer Satisfaction, Team Building, Teamwork, Communication, Problem Solving, Metrics, Professional Ethics, Operational Efficiency, Flexibility, Healthcare, Business Process, Process Improvement, Strategic Planning, Team Management, Interviews, Team Leadership, Vendor Management, Business Analysis, Coaching, Cross-functional Team..., Program Management, Management

Education
National-Louis University   1993 — 1995
Bachelor's Degree, Business Administration, Management and Operations

York High School

Kandi Carpenter Kandi Carpenter Greater Denver Area Details
Kandi Carpenter's Principal Financial Group Experience April 2000 - April 2006
Job Experienced Mortgage Loan Processor
Industry Real Estate
Experience
Vectra Bank Colorado  August 2013 - Present
Real Estate Agent- (current Brokers Guild   November 2009 - Present
EverBank  April 2006 - December 2012
Principal Financial Group   April 2000 - April 2006
Countrywide  March 1998 - November 1999

Skills
Loans, Residential Mortgages, Relocation, Sales, New Business Development, Real Estate, Mortgage Underwriting

Education
Napa Valley College   1990 — 1991
Police Dispatch

Empire Business School   1989 — 1990
Business

Kaplan
Real Estate, Licensed Real Estate Agent sin 2009

Mike Struebing Mike Struebing Greater Omaha Area Details
Mike Struebing's Principal Financial Group Experience 2011 - Present
Job Representative at Headley Financial Group
Industry Insurance
Experience
Headley Financial Group   December 2010 - Present
Assurity Life  1985 - Present
Sarpy County Chamber   2011 - Present
NAIFA  2002 - Present
Principal Financial Group   2011 - Present
Business Exchange Network   2014 - 2015
Business Exchange Network   2014 - 2015
Sarpy County Chamber   2011 - 2015
McGill & Simmons   1985 - 2015
McGill & Simmons   1985 - 2015

Skills
Fixed Annuities, Long Term Care, Annuities, Retirement Planning, Insurance, Employee Benefits, Financial Planning, Securities, Disability Insurance, Term Life Insurance, Estate Planning, Business Succession..., College Savings Plans, Buy Sell Agreements, Group Benefit Plans, 401-K Plans, Long-term Care

Education
Nebraska Wesleyan University   1969 — 1973
Bachelor of Arts, Education

Jermaine Stokes Jermaine Stokes Ocala, Florida Area Details
Jermaine Stokes's Principal Financial Group Experience July 2013 - March 2015
Job Financial Services Professional
Industry Financial Services
Experience
Principal Financial Group   July 2013 - March 2015
New England Financial, A MetLife Company  February 2011 - July 2013
City National Bank and Trust  July 2007 - August 2010

Education
New York Institute of Technology   2005 — 2007
Bachelor's degree, Business Administration and Management, General

Western Oklahoma State College   2003 — 2005
Associate's degree, Business Administration and Management, General

Steve Pick Steve Pick West Des Moines, Iowa Details
Steve Pick's Principal Financial Group Experience 1994 - 1999
Job
Industry Insurance
Experience
Homesteaders Life Company  2013 - Present
Alliance Commercial Partners, LLC   2012 - 2013
Aviva Investors North America  December 2009 - 2012
Principal Real Estate Investors  January 2000 - December 2009
Principal Financial Group   1994 - 1999
Principal Financial Group   1990 - 1994
Ernst & Young  1985 - 1989

Skills
Asset Management, Investments, Business Management, Business Analysis, Financial Analysis, Business Planning, Financial Planning, Financial Reporting, Financial Management, Financial Control, Real Estate, Real Estate Investment, Real Estate Finance, Strategy, Management, Asset Managment, Accounting, Risk Management, Real Estate Economics, Finance, Managerial Finance

Education
Morningside College   1981 — 1985
Bachelor of Science, Accounting & Economics

Katherine Knisley Katherine Knisley Greater Chicago Area Details
Katherine Knisley's Principal Financial Group Experience 1978 - 1991
Job HandsOn HR Professional
Industry Human Resources
Experience
Promar, Inc.   2008 - Present
Resources Global Professionals  2007 - 2008
HSBC  May 2005 - October 2006
Whitehall Jewellers  2005 - 2005
Aon Consulting  2001 - 2004
AT&T Broadband  1999 - 2001
R. R. Street & Co. Inc.   1996 - 1999
Advocate Good Samaritan Hospital  1991 - 1995
Principal Financial Group   1978 - 1991

Education
National Louis University   1989 — 1990
B.A.

Mundelein College   1967 — 1969

Jennifer LeMar Jennifer LeMar Des Moines, Iowa Area Details
Jennifer LeMar's Principal Financial Group Experience June 1995 - November 1997
Job Programmer II at Rain and Hail Insurance
Industry Information Technology and Services
Experience
Rain and Hail Insurance  March 2013 - Present
ScrapArtist.com   December 2007 - July 2010
BORN  October 1998 - March 2000
Concentra  November 1997 - October 1998
Principal Financial Group   June 1995 - November 1997

Skills
SQL, Jasper, XML, Java, Spring, Oracle, jQuery, MySQL, PHP, Perl, phpMyAdmin, Jasper Reports, iReport, Wordpress, Photoshop, PowerBuilder, HTML, iText, Servlets, JSON, AJAX

Education
Morningside College   1991 — 1995
BS, Business, Spanish

Eric Wishman Eric Wishman Des Moines, Iowa Area Details
Eric Wishman's Principal Financial Group Experience March 2015 - Present
Job Manager, Life New Business at Principal Financial Group
Industry Insurance
Experience
Principal Financial Group   March 2015 - Present
Cognizant Technology Solutions  February 2014 - March 2015
Cognizant Technology Solutions  August 2012 - February 2014
ING  January 2008 - August 2012
ING  May 2006 - January 2008
ING  February 2005 - May 2006
ING  September 2003 - February 2005
Two Rivers Church  August 2001 - September 2003
Principal Financial Group   August 1998 - August 2001

Skills
Operational Excellence, Team Leadership, Change Management, Leadership Development, Leadership, Process Improvement, Business Analysis, Insurance, Employee Benefits, Six Sigma, BPO, Customer Service, Project Management, Risk Management, Continuous Improvement, Performance Management, Operations Management, Service Delivery, Management, Quality Management, Building Relationships, Customer Satisfaction, Transition Management, Process Engineering, Life Insurance, Vendor Management, New Business Development

Education
Moody Bible Institute   1998 — 2000
Associate of Biblical Studies, Biblical Studies

Lydia Amati Lydia Amati Greater New York City Area Details
Lydia Amati's Principal Financial Group Experience April 2006 - Present
Job Product Director at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group   April 2006 - Present
CNA Insurance (Group Benefits)/ Hartford Life   January 2005 - June 2005
CNA Insurance (Group Benefits)   1978 - 2003
CNA Insurance  1978 - 2003

Skills
Leadership, Negotiation, Life Insurance, Business Analysis, Financial Services, Strategic Planning, Account Management, Process Improvement, Brokers, Strategy, SDLC, Product Development

Education
New York University

Linda Graff Linda Graff Des Moines, Iowa Area Details
Linda Graff's Principal Financial Group Experience 1992 - 1999
Job SVP Program Delivery at Wells Fargo
Industry Financial Services
Experience
Wells Fargo  Program ManagerWells Fargo Home Mortgage2008 - Present
Principal Financial Group   1992 - 1999

Education
Morningside College

Douglas Rants Douglas Rants Des Moines, Iowa Area Details
Douglas Rants's Principal Financial Group Experience April 2010 - Present
Job Director of IT Architecture at Principal Financial Group
Industry Information Technology and Services
Experience
Principal Financial Group   April 2010 - Present
Principal Financial Group   April 1999 - March 2010
Principal Financial Group   June 1993 - March 1999

Skills
Solution Architecture, Application Architecture, Enterprise Architecture, IT Strategy, SOA, Design Patterns, OOAD, Java, Smalltalk, XML

Education
Morningside College   1989 — 1993
B.S., Computer Science, Mathematics

Lenin Aelluri Lenin Aelluri Des Moines, Iowa Area Details
Lenin Aelluri's Principal Financial Group Experience August 2000 - Present
Job IT Application Analyst Senior at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group   August 2000 - Present
Infosys  August 1999 - July 2000
Tata Infotech Limited  1997 - 1999

Education
National Institute of Technology Karnataka   1993 — 1997

Kuldeep Dervesh Kuldeep Dervesh Des Moines, Iowa Area Details
Kuldeep Dervesh's Principal Financial Group Experience 1996 - 2004
Job Systems Architect at Wells Fargo
Industry Financial Services
Experience
Wells Fargo  March 2005 - Present
Citigroup  2004 - 2005
Principal Financial Group   1996 - 2004

Skills
Enterprise Architecture, J2EE, SDLC, SOA, Java, XML, Application Architecture, Architecture, Solution Architecture, DB2, Software Project...

Education
National Institute of Technology Karnataka   1990 — 1994
BE Computer Science, Computer Science

wular public school sopore   1976 — 1984

Blake Hood Blake Hood Raleigh-Durham, North Carolina Area Details
Blake Hood's Principal Financial Group Experience January 2010 - Present
Job Regional Director, Principal Funds at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group   January 2010 - Present
Stadion Money Management  May 2009 - January 2010
Transamerica Investments   May 2007 - January 2009
Evergreen Investments  February 2001 - May 2007
Morgan Stanley  October 1999 - January 2001

Education
North Carolina State University   1992 — 1996
BS, College of Management

Michele Boyer Michele Boyer Greater Denver Area Details
Michele Boyer's Principal Financial Group Experience October 2007 - March 2009
Job President and CFO at Boyer & Associates; Off The Grid Investments
Industry Financial Services
Experience
Michele Boyer & Associates; Off The Grid Investments   January 2010 - Present
Boyer & Associates  January 2008 - Present
Boyer & Associates; Beacon Financial Solutions   March 2009 - March 2011
Rotary  2007 - 2011
The Estate Planning Team   2010 - 2010
Beacon Real Estate Services   2010 - 2010
Principal Financial Group   October 2007 - March 2009

Skills
Coaching, Finance, Investments, Retirement Planning, 401k, Leadership, Strategic Planning, Team Building, Retirement, Public Speaking, Small Business, Strategic Financial..., Employee Benefits, Management, Series 7, Disability Insurance, Wealth Management, Financial Analysis, Fundraising, IRAs, Business Planning, Training, Customer Service, Mutual Funds, Marketing, Leadership Development, Sales

Education
Boston Institute of Finance   2007 — 2009
Certificate of Financial Planning, Certified Financial Planner

Robert Morris University   2008 — 2008
P.P.C., Professional Plan Consulting

Mount Mercy College
B.A.

Sheldon High

Armstrong, M. Armstrong, M. Des Moines, Iowa Area Details
Armstrong, M.'s Principal Financial Group Experience June 2014 - Present
Job Assistant Manager at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group   June 2014 - Present
Principal Financial Group   May 2013 - May 2014
Brokers International Financial Services, LLC  June 2012 - May 2013
ING Financial Partners  August 2011 - June 2012
ING Retail Annuities   April 2011 - August 2011
ING Financial Partners  June 2008 - April 2011
ING  January 2007 - June 2008
Wells Fargo Bank  June 2006 - December 2006

Skills
Series 7, Series 24, Options, Series 63, Mutual Funds, Series 65, Retirement Planning, Securities, Fixed Annuities, Retirement, Investment Advisory

Education
Morningside College   2002 — 2006
Bachelor of Arts Degree, Business Administration; Marketing

Sherry Gaul Sherry Gaul Waterloo, Iowa Area Details
Sherry Gaul's Principal Financial Group Experience Assistant ManagerPrincipal Financial Group1996 - 2013
Job Assistant Manager at Principal Financial Group
Industry Insurance
Experience
Principal Financial Group   Assistant ManagerPrincipal Financial Group1996 - 2013

Education
Mount Mercy University   1986 — 1990

Deepak Ping Deepak Ping Dallas/Fort Worth Area Details
Deepak Ping's Principal Financial Group Experience 2003 - 2004
Job Application Architect
Industry Information Technology and Services
Experience
HCSC  2004 - Present
Blue Cross and Blue Shield of Texas  2004 - Present
Principal Financial Group   2003 - 2004
Mahindra Satyam  2002 - 2003
Automated Workflow Private Limited   2000 - 2002

Education
National Institute of Technology Rourkela   1995 — 1999
B.E.

Jawahar Navodaya Vidyalaya

Josh Simpson Josh Simpson New York, New York Details
Josh Simpson's Principal Financial Group Experience May 2006 - August 2006
Job Associate at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs  July 2012 - Present
Goldman Sachs  June 2011 - August 2011
Davis Polk & Wardwell LLP  June 2010 - August 2010
Belin McCormick, P.C.   June 2009 - August 2009
Houlihan Lokey  June 2008 - July 2008
PricewaterhouseCoopers  June 2007 - August 2007
Principal Financial Group   May 2006 - August 2006
B4 Brands   May 2005 - August 2005

Education
New York University   2008 — 2012
J.D./M.B.A., Law, Business

University of Iowa   2007 — 2008
Masters, Accountancy

University of Iowa   2004 — 2007
B.B.A., Accounting

Paula Cavanaugh Norman Paula Cavanaugh Norman Orlando, Florida Area Details
Paula Cavanaugh Norman's Principal Financial Group Experience March 1994 - February 1997
Job Business Analyst Consultant at Optum and Information Technology Graduate Student at UMUC
Industry Health, Wellness and Fitness
Experience
Optum  March 2013 - Present
UnitedHealth Group  October 2011 - March 2013
Johns Hopkins HealthCare  February 2003 - October 2011
Amerigroup Corporation  April 2001 - February 2003
Mercer Human Resource Consulting  May 2000 - April 2001
AvMed Health Plans  October 1997 - March 1999
Principal Financial Group   March 1994 - February 1997
Investment Company Institute  January 1991 - February 1994
US Army  January 1982 - January 1984

Skills
SAS, SSRS, T-SQL, SSIS, HIPAA, Access, Healthcare Information..., SDLC

Education
University of Maryland College Park   1986 — 1990
BS, Business and Management - Finance

Montgomery College
AA, Computer Science

University of Maryland University College

University of Maryland University College

Joe Worden Joe Worden Phoenix, Arizona Area Details
Joe Worden's Principal Financial Group Experience June 2004 - June 2005
Job Manager
Industry Financial Services
Experience
AciesGroup   November 2012 - Present
CVM Equity Funds   2000 - Present
PV Capital   December 2010 - October 2012
Pension Specialists, Inc  May 2010 - December 2010
WealthPoint, LLC  November 2008 - December 2010
Wealthpoint Advisors   May 2005 - November 2008
Principal Financial Group   June 2004 - June 2005
Peak Performance Sports   1991 - 1999

Skills
Alternative Investments, Investments, Private Equity, Strategic Partnerships, Asset Managment, Financial Analysis, Hedge Funds, Leadership, Mutual Funds, Business Development, Mergers & Acquisitions, Entrepreneurship, Financial Services, Management, Asset Management, Retirement Planning, Insurance, Investment Management, Retirement, Valuation, Securities, Funding, Pensions, Investment Advisory, Wealth Management, Investment Strategies, Strategy

Education
New Mexico State University   1985 — 1988
Psychology

Susan Gibbs, CRPC Susan Gibbs, CRPC Greater Chicago Area Details
Susan Gibbs, CRPC's Principal Financial Group Experience 1992 - 1995
Job Internal Consultant at BMO Global Asset Management
Industry Financial Services
Experience
BMO Global Asset Management  March 2014 - Present
Goodworth Kitchie & Associates, LLC   April 2009 - March 2014
The Advisor Center   2013 - 2013
Merrill Lynch  December 2006 - March 2009
Smith Barney  April 2001 - December 2006
Merrill Lynch  April 1997 - April 2001
Edward Jones  June 1996 - April 1997
Northern Trust Corporation  November 1984 - April 1997
Principal Financial Group   1992 - 1995

Skills
Finance, Business Development, Securities, Management, Sales, FINRA, Leadership, Financial Analysis, Insurance, Risk Management, Banking, Credit, Employee Benefits, Business Planning, Customer Relations, Strategic Planning, Loans, Budgets, Process Improvement, Accounting, New Business Development

Education
Roosevelt University
Paralegal Certification; Litigation

Mount Mary University
BA, Business

Regina Dominican High School
High School, college prep

Debra L. Straw Debra L. Straw Lincoln, Nebraska Area Details
Debra L. Straw's Principal Financial Group Experience January 2012 - Present
Job National Retirement Service & Education Trainer at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group   January 2012 - Present
Principal Financial Group   January 2008 - December 2011
Principal Financial Group   March 2006 - January 2008
Talent Plus, Inc.   2004 - 2006

Skills
Retirement, 401k, Retirement Planning, Profit Sharing, Defined Contribution, Employee Benefits, Mutual Funds, Insurance, Financial Services, Series 6, Series 7, Strategic Financial..., Pensions, Investments, Series 63, Disability Insurance, Uniform Combined State..., IRAs, Asset Allocation, Fixed Annuities, Securities, Wealth Management, FINRA, Investment Advisory, Life Insurance

Education
Nebraska Wesleyan University   2001 — 2004
Bachelors of Science, Business-Psychology

Matthew Mchugh Matthew Mchugh Greater Chicago Area Details
Matthew Mchugh's Principal Financial Group Experience 2002 - 2006
Job Senior Associate, Business Product Development at Northern Trust Corporation
Industry Financial Services
Experience
Northern Trust Corporation  2008 - Present
Northern Trust Corporation  2006 - 2008
Principal Financial Group   2002 - 2006
ABN AMRO Bank N.V.   2001 - 2002

Skills
Risk Management, SDLC, Financial Services, Banking, Project Management, Vendor Management, Asset Management, Program Management, Change Management, IT Strategy, Strategy, Financial Analysis, Leadership, Management, Cross-functional Team...

Education
National Louis University   1998 — 2001
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General

Diana Mrstik Diana Mrstik Greater Milwaukee Area Details
Diana Mrstik's Principal Financial Group Experience 2014 - 2015
Job Sr. Technical Quality Specialist at FedEx Services
Industry Information Technology and Services
Experience
FedEx Services  March 2012 - Present
Principal Financial Group   2014 - 2015
Principal Financial Group   2014 - 2015
Codeworks  May 2011 - April 2012
RedPrairie  August 2010 - February 2011
Channel Fusion  September 2008 - November 2010
Yellowbook  September 2005 - September 2008

Skills
Agile, Requirements Analysis, Test Planning, Test Automation, User Acceptance Testing, QA Lead, Offshore Resource..., QTP, Selenium, Integration Testing, System Testing

Education
Mount Mercy University   2000 — 2006
Computer Science

Jason Mirovich Jason Mirovich Greater New York City Area Details
Jason Mirovich's Principal Financial Group Experience 1986 - 2011
Job Owner, Global Security Services
Industry Insurance
Experience
Global Security Services  May 1996 - Present
Principal Financial Group   1986 - 2011
MultiNational Underwriters   2000 - 2008

Skills
Health Insurance, Insurance, Life Insurance, Umbrella Insurance, Brokers, Professional Liability, Employee Benefits, Disability Insurance, Workers Compensation, Claim, Commercial Insurance, Sales Management, Process Improvement, Strategic Financial..., Fixed Annuities, Strategic Planning, Term Life Insurance, Small Business, Underwriting, Liability, Investments, Property & Casualty..., New Business Development, Long-term Care, Estate Planning, Team Building, Coaching, Marketing, Commercial Lines, Retirement Planning, Sales, General Insurance, Risk Management, 401k, Accident, Retirement, Business Analysis, Leadership, Financial Services, Health Savings Accounts, Casualty, Account Management, Social Networking, Legal Liability, Wealth Management, Financial Advisory, Securities, Executive Management, Insurance Brokerage, Mutual Funds

Education
Polytechnic University
Master's degree, Computer Science

Jillian Hanbach Jillian Hanbach Rochester, New York Area Details
Jillian Hanbach's Principal Financial Group Experience August 2015 - Present
Job 401k Financial Advisor Service Rep at Paychex
Industry Consumer Services
Experience
Principal Financial Group   August 2015 - Present
Paychex  April 2010 - May 2015
Paychex  May 2006 - April 2010

Skills
401(k), ERIS..., Benefits Administration, Salesforce.com, Recruiting, Human Resources, Onboarding, Customer Service, Account Management, Sales, Licensed Life & Health..., Sales Management, Microsoft Excel, 401k, Insurance, Life Insurance, Microsoft Office, Time Management

Education
Nazareth College of Rochester   2002 — 2006
Bachelor's degree, Psychology

Troy Renken Troy Renken Des Moines, Iowa Area Details
Troy Renken's Principal Financial Group Experience June 1994 - Present
Job DirectorIT at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group   June 1994 - Present

Skills
Business Analysis, Enterprise Architecture, Process Improvement, Business Intelligence, CICS, SharePoint, Requirements Gathering, DB2, Vendor Management, Leadership, COBOL, SQL, SDLC, Requirements Analysis, Program Management, Visio, IT Strategy, Business Process

Education
Morningside College   1990 — 1994
BS, Computer Science/Business

Kary Austin Kary Austin Des Moines, Iowa Area Details
Kary Austin's Principal Financial Group Experience September 2000 - August 2011
Job Sr Business Analyst at Midland National Life
Industry Financial Services
Experience
Midland National Life  August 2011 - Present
Principal Financial Group   September 2000 - August 2011
EDS  1987 - 2000
Morningside College  1980 - 1984
Morningside College  1980 - 1984

Skills
Business Analysis, Insurance, SDLC, Business Requirements, Process Improvement, Quality Assurance, Requirements Gathering, Customer Service, Business Process, Microsoft Office, Software Documentation, Vendor Management, Visio, Access, Analysis

Education
Morningside College   1980 — 1984
Bachelor of Arts, Political Science & French

Dharmi Mehta Dharmi Mehta Greater New York City Area Details
Dharmi Mehta's Principal Financial Group Experience September 2006 - June 2007
Job Business Analyst/Project Manager
Industry Information Technology and Services
Experience
Kelly & Associates Insurance Group  December 2013 - Present
Sparsh Technologies   April 2013 - November 2013
Sparsh Technologies   June 2010 - February 2012
Maxima Consulting, Inc.   July 2007 - September 2009
Principal Financial Group   September 2006 - June 2007
US Pharma lab,  June 2005 - July 2006

Skills
SDLC, Business Analysis, RUP, Project Management, MS Project, UML, Business Development, Six Sigma, Total Quality Management, 21 CFR Part 11, Instrument Validation, Computer System..., AutoCAD, Facility Development, Pharmaceutical Industry, Pharmaceutical Packaging, ERP, Microsoft Project, Requirements Analysis, Process Improvement

Education
New Jersey Institute of Technology   2004 — 2005
Master's degree, Engineering

Nirma Institute of Technology   1999 — 2003
B.E., Chemical Engineering

Bradley E. Dyslin Bradley E. Dyslin Greater New York City Area Details
Bradley E. Dyslin's Principal Financial Group Experience January 1991 - June 2002
Job Global Head of Credit, Managing Director at Aflac, Inc
Industry Investment Management
Experience
Aflac, Inc  June 2012 - Present
Aflac, Inc  June 2012 - Present
Hartford Investment Management  June 2007 - June 2012
Deutsche Asset Management  June 2002 - June 2007
Principal Financial Group   January 1991 - June 2002

Skills
Fixed Income, Portfolio Management, Investments, Bloomberg, Financial Analysis, Asset Management, Bonds, Credit Analysis, Financial Modeling, Due Diligence, Credit, Credit Risk, Asset Allocation, Mutual Funds

Education
University of Iowa - Henry B. Tippie College of Business   1989 — 1990
MBA, MBA

Morningside College   1983 — 1987
B.S., Business Admin, Econ

Beth McPherson Beth McPherson Greater San Diego Area Details
Beth McPherson's Principal Financial Group Experience July 2011 - August 2014
Job Director of Operations at Retirement Benefits Group
Industry Financial Services
Experience
Retirement Benefits Group  September 2014 - Present
Principal Financial Group   July 2011 - August 2014
Principal Financial Group   February 2007 - June 2011
Principal Financial Group   November 2004 - January 2007
Encinitas Consortium of Schools   November 2002 - November 2004
Vital Imaging   January 2001 - November 2002

Skills
Mutual Funds, Retirement, Project Management, Financial Services, Strategic Planning, Strategic Financial..., Investments, Retirement Planning, Fixed Annuities, Customer Service, Marketing, Insurance, Event Planning, Microsoft Office, Social Media

Education
University of Phoenix   2006 — 2007
Master of Business Administration (M.B.A.), Marketing

National University   2002 — 2004
Master's degree, Education

Providence College
Bachelor's degree, Psychology

Kathryn Wills Kathryn Wills Greater Philadelphia Area Details
Kathryn Wills's Principal Financial Group Experience March 2006 - Present
Job Sales Support Specialist at Principal Financial Group
Industry Insurance
Experience
Principal Financial Group   March 2006 - Present
Principal Financial Group   March 2006 - Present
Provident Mutual  2000 - 2005

Skills
Customer Service, Outlook, Microsoft Word, PowerPoint, Microsoft Excel, Microsoft Office, Event Planning, Marketing, Insurance, Team Building, Lotus Notes, SharePoint, Loma 281, New Business Development, Access, Leadership

Education
Montgomery County Community College
Associates, Computer Applications/Office Procedures

Gregory Raymond Gregory Raymond Port Charlotte, Florida Details
Gregory Raymond's Principal Financial Group Experience June 2012 - June 2013
Job life, Health, and Annuity Specialist
Industry Financial Services
Experience
AAA Auto Club South  June 2013 - Present
Principal Financial Group   June 2012 - June 2013
Independant  September 2001 - July 2012
Mid American Racing Network, and various radio stations   September 1978 - 1999

Skills
FINRA Series 6..., 2-15 life, health, and..., HONEST, SKILLFUL, AND..., KEEPS THE CLIENTS WELL..., 12 years in the...

Education
Oakland Community College   1978 — 1980

William Tyndale College (Formerly Detroit Bible College)   1978 — 1980

Moody Bible Institute   1980 — 1981

Spring Arbor University   1981 — 1983

Evan Harmon Evan Harmon Wahoo, Nebraska Details
Evan Harmon's Principal Financial Group Experience May 2010 - August 2012
Job Farm Manager at Midwest Farm Management
Industry Farming
Experience
Midwest Farm Management   September 2012 - Present
Principal Financial Group   May 2010 - August 2012
BKD, LLP  August 2008 - April 2010

Skills
Agribusiness, Financial Analysis, Property Management, Farmland, Asset Managment, Farmland Sales

Education
Nebraska Wesleyan University   2004 — 2008
BS

Bill Robuck Bill Robuck Greater St. Louis Area Details
Bill Robuck's Principal Financial Group Experience 1981 - 1989
Job Senior Product Specialist Retirement Products, Client Strategies Group, Edward Jones
Industry Financial Services
Experience
Pacific Life Insurance Company  July 2007 - November 2014
Fidelity Investments  2000 - 2002
Principal Financial Group   1981 - 1989

Education
indianola high school

National-Louis University   1993 — 1994
B.A., Management

Pramod Lahoti Pramod Lahoti Harrisburg, Pennsylvania Area Details
Pramod Lahoti's Principal Financial Group Experience September 2006 - July 2010
Job Tech Lead at Deloitte
Industry Information Technology and Services
Experience
Deloitte  May 2013 - Present
Mphasis  August 2010 - April 2013
Principal Financial Group   September 2006 - July 2010
3i Infotech  January 2005 - September 2006

Skills
Spring, Hibernate, Oracle, Core Java, EJB, Vendor Management, Struts, XML, Leadership, iBatis, Web Services, PL/SQL, Requirements Gathering, SOA, UML, Design Patterns, Programming, Java, Java Enterprise Edition, Business Intelligence, PMP

Education
University of Pune   2004 — 2006
Master's degree, System

Nagpur University   1999 — 2003
Bachelor of Engineering (B.E.), Mechanical Engineering

Raedean VanDenover Raedean VanDenover Des Moines, Iowa Area Details
Raedean VanDenover's Principal Financial Group Experience September 1990 - December 2010
Job Director, Organized System of Care at UnityPoint Health Des Moines
Industry Hospital & Health Care
Experience
UnityPoint Health  January 2011 - August 2013
Principal Financial Group   September 1990 - December 2010

Skills
Employee Benefits, Health Insurance, Medicare, Insurance, Managed Care, Benefits Administration, Healthcare

Education
Mount Mercy College
Nursing and Psychology

Jo Hunerdosse Jo Hunerdosse Cedar Rapids, Iowa Area Details
Jo Hunerdosse's Principal Financial Group Experience September 2005 - Present
Job Nurse II: Utilization Management at Principal Financial Group
Industry
Experience
Principal Financial Group   September 2005 - Present
St Lukes Hospital  September 1978 - August 2005

Education
Mount Mercy University   2003 — 2005
BSN

Steve Watterson Steve Watterson Spokane, Washington Area Details
Steve Watterson's Principal Financial Group Experience
Job Director of Sales at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group  

Skills
Health Insurance, Employee Benefits, Disability Insurance, Insurance, Life Insurance, Brokers, Health Savings Accounts, Customer Service

Education
Montana State University-Bozeman
BS Business Management

Montana State University-Bozeman
BS Business Management

Rachel A. Stanley Nguyen Rachel A. Stanley Nguyen Washington D.C. Metro Area Details
Rachel A. Stanley Nguyen's Principal Financial Group Experience January 2015 - Present
Job Assistant Vice President | Federal Government Relations at Principal Financial Group
Industry Government Relations
Experience
Principal Financial Group   January 2015 - Present
U.S. House of Representatives   October 2011 - December 2014
BNA  January 2011 - October 2011
Bond, Shoeneck & King, PLLC   September 2008 - November 2009

Education
New York University School of Law   2007 — 2008
LL.M., Taxation

Syracuse University College of Law   2004 — 2007
J.D., Tax, Estate Planning

Whitman College   1997 — 2001
B.A., English, German

Tammy Etscheidt Tammy Etscheidt Cedar Rapids, Iowa Area Details
Tammy Etscheidt's Principal Financial Group Experience June 1991 - April 2012
Job TBS PMO at Transamerica
Industry Financial Services
Experience
Transamerica  November 2013 - Present
Mercer  August 2012 - November 2013
Principal Financial Group   June 1991 - April 2012

Education
Mount Mercy University
Bachelor of Arts (B.A.)

Bret Taber Bret Taber Des Moines, Iowa Area Details
Bret Taber's Principal Financial Group Experience March 2012 - Present
Job Assistant Director Pension Compliance at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group   March 2012 - Present

Education
Morningside College   1989 — 1993
B.A., English Writing & Language, Political Science

Carmen Raymond Carmen Raymond Des Moines, Iowa Area Details
Carmen Raymond's Principal Financial Group Experience November 1995 - Present
Job Sr. Client Service Manager at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group   November 1995 - Present

Skills
Retirement Planning, Investments, Retirement, Defined Benefit, 401k, Employee Benefits, Project Management, Series 7, Customer Service, Relationship Management, Microsoft Office, Team Building, Mutual Funds

Education
Morningside College   1988 — 1992
BS, Business Finance & Economics

Angie Keister Angie Keister Cedar Rapids, Iowa Area Details
Angie Keister's Principal Financial Group Experience 1993 - 2011
Job Business Office Manager at Surgery Center Cedar Rapids
Industry Hospital & Health Care
Experience
Surgery Center Cedar Rapids   September 2014 - Present
Mercy Medical Center  August 2011 - August 2014
Principal Financial Group   1993 - 2011

Skills
Health Insurance, HIPAA, Healthcare, Medicare, Managed Care, Medical Billing, Medicaid, Insurance, Healthcare Management, Revenue Cycle, Employee Benefits, Revenue Cycle Management, Ambulatory Surgery, Customer Service, Team Building

Education
Mount Mercy University
Bachelor of Business Administration (BBA), Business Administration and Management, General

Yovanna Bustos Yovanna Bustos Groveland, California Details
Yovanna Bustos's Principal Financial Group Experience February 2000 - April 2002
Job Business Manager at J.L. Bustos, DDS an S Corp
Industry Hospital & Health Care
Experience
J.L. Bustos, DDS an S Corp   June 1993 - Present
Principal Financial Group   February 2000 - April 2002
American Express Financial Advisers   January 1999 - September 2000
Trojan Professional Services   May 1984 - June 1993

Skills
Management, Insurance, Mutual Funds, Retirement Planning, Series 7, Human Resources, Financial Planning, Team Leadership, Payroll, Finance, Training, Time Management, Organizational..., Customer Service, Sales, Microsoft Office, Microsoft Excel

Education
Pepperdine University, The George L. Graziadio School of Business and Management   1988 — 1990
Bachelor of Science/Business Management, Business, Management, Marketing, and Related Support Services

Mt. San Antonio College   1986 — 1988
Transfer of units to 4 year institution, Business, Management, Marketing, and Related Support Services, B

Peg Eldredge Peg Eldredge Ventura, California Details
Peg Eldredge's Principal Financial Group Experience 1971 - 1980
Job Owner at Margaret S. Eldredge EA
Industry Accounting
Experience
Margaret S. Eldredge EA   August 1996 - Present
Principal Financial Group   1971 - 1980

Education
Mount Holyoke College

Robinn Bardell Robinn Bardell Cedar Rapids, Iowa Details
Robinn Bardell's Principal Financial Group Experience January 1992 - April 2002
Job case management at Iowa Health System
Industry Hospital & Health Care
Experience
Iowa Health System  February 2005 - Present
Iowa Health System  April 2002 - February 2005
Principal Financial Group   January 1992 - April 2002

Skills
Nursing, Healthcare Management, Healthcare, Hospitals, Patient Safety, EMR, Inpatient, BLS, Healthcare Information..., Critical Care, Epic Systems, EHR, Acute Care, HIPAA

Education
Mount Mercy University   2012 — 2014
MSN, Nursing Administration

University of Dubuque   1984 — 1988
Bachelor Science of Nursing, Registered Nursing/Registered Nurse

Finley School of Nursing   1984 — 1987
Diploma, Registered Nursing/Registered Nurse

Linda Chesley Linda Chesley Overland Park, Kansas Details
Linda Chesley's Principal Financial Group Experience December 2010 - October 2012
Job Medical Review Nurse in Financial Planning & Analysis at Coventry Health Care of Kansas
Industry Insurance
Experience
Coventry Health Care of Kansas   October 2012 - Present
Principal Financial Group   December 2010 - October 2012
Principal Financial Group   January 2000 - December 2010
Shawnee Mission Medical Center  1997 - 1999
Principal Financial Group   1989 - 1997

Skills
Insurance, Medicare, Healthcare, Health Insurance, CPT, ICD9, HCPC Coding, ERISA, URAC, Computer Proficiency, Medical Record Review, Team Leadership, Independent Thinking, Communication Skills, Organized Multi-tasker, Listening to customers, Timely Decision Making, Positive Personality, Medical Coding, Medical Records, Managed Care, HIPAA, Healthcare Management, Claim, Utilization Management

Education
Morningside College   1978 — 1982
Bachelor of Science in Nursing, Registered Nursing/Registered Nurse

Lisa Wita Lisa Wita Cedar Rapids, Iowa Details
Lisa Wita's Principal Financial Group Experience August 2012 - Present
Job Sales Support Specialist
Industry Insurance
Experience
Principal Financial Group   August 2012 - Present
Transamerica Life Insurance Company  1995 - 2011

Education
Mount Mercy University
Bachelor’s Degree, Human Resource Management/Business, 4.00

Karan Advani Karan Advani Jersey City, New Jersey Details
Karan Advani's Principal Financial Group Experience June 2005 - December 2005
Job Business Analyst at Citigroup
Industry Information Technology and Services
Experience
Citigroup  May 2010 - Present
Citigroup  May 2010 - Present
Allstate Property and Casualty Insurance Company   May 2008 - May 2010
Bank of America  January 2007 - May 2008
Country Financial  January 2006 - December 2006
Principal Financial Group   June 2005 - December 2005
Fiserv Inc  January 2004 - May 2005

Skills
Business Analysis, RUP Methodologies, Agile Methodologies, UML Tools, Use Case Analysis, Gap Analysis, Requirements Analysis, Requirements Gathering, Requirements Management

Education
University of Mumbai
Master of Science, Business Management and Economics

University of Mumbai
Bachelors of Science, Business Management and Economics

New Jersey Institute of Technology

New Jersey Institute of Technology/Rutgers
Master of Science, Management Information Systems/Finance

Robert Barks Robert Barks Urbandale, Iowa Details
Robert Barks's Principal Financial Group Experience September 1954 - July 1991
Job Retired at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group   September 1954 - July 1991

Education
University of Wisconsin-Madison   1953 — 1954
Masters of Science, Mathematics

Morningside College   1948 — 1951
Mathematics & Physics

Karla Frazier Karla Frazier Waterloo, Iowa Details
Karla Frazier's Principal Financial Group Experience May 2005 - Present
Job Sr. Client Service Assistant at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group   May 2005 - Present

Education
Mount Mercy College

Tracy Moyer Tracy Moyer Rochester, New York Details
Tracy Moyer's Principal Financial Group Experience 2001 - 2014
Job Financial Services Professional
Industry Financial Services
Experience
Principal Financial Group   2001 - 2014

Skills
•Detail oriented to..., •Provides support to..., •Capable to multitask..., •Ability to build a..., •Provide direction and..., •Computer and office..., Insurance, Life Insurance

Education
Monroe Community College   1999 — 2003
Associate's degree, Business Administration and Management, General

Sue Greenhill Sue Greenhill United States Details
Sue Greenhill's Principal Financial Group Experience September 1979 - August 1998
Job
Industry Insurance
Experience
PacificSource Health Plans  May 2011 - Present
Principal Financial Group   September 1979 - August 1998
Principal Financial Group   October 1974 - May 1998

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Insurance, Employee Benefits, Health Insurance, Risk Management, Negotiation, Claim

Education
Mt. Hood Community College   1998 — 2000
Associate's degree, Architectural Engineering & Civil Engineering

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