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.

Principal Financial Group Salaries. You can even request information on how much does Principal Financial Group pay if you want to. Learn about salaries, pros and cons of working for Principal Financial Group directly from the past employees.

Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!

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
Amit Thawait Amit Thawait Charlotte, North Carolina Area Details
Amit Thawait's Principal Financial Group Experience November 2003 - June 2005
Job Vice President Technology Lead
Industry Financial Services
Experience
Bank of America  April 2011 - Present
Citi  February 2009 - April 2011
The Bank of New York Mellon  September 2008 - January 2009
AMB Property Corporation  December 2007 - August 2008
Morgan Stanley Investment Management  July 2005 - November 2007
Principal Financial Group   November 2003 - June 2005
ADCB   February 2003 - October 2003
DHL  June 2002 - February 2003
GE Energy  January 2002 - May 2002

Skills
Data Warehousing, ETL, Microsoft SQL Server, Business Objects, Business Intelligence, SDLC, Data Migration, Databases, Informatica, Requirements Analysis, SQL, Performance Tuning, Management, Business Requirements, Integration

Education
Pandit Ravishankar Shukla University   2001 — 2004
Master of Computer Applications (M.C.A.), Computer Application

Debbie Clark Debbie Clark Dallas/Fort Worth Area Details
Debbie Clark's Principal Financial Group Experience August 1992 - 1998
Job Head of Global Pension and Benefits at Ericsson
Industry Telecommunications
Experience
Ericsson  May 2013 - Present
Ericsson  July 2009 - April 2013
Tenet Healthcare  August 2008 - July 2009
Tenet Healthcare  2004 - 2008
Tenet Healthcare  1999 - 2004
Principal Financial Group   August 1992 - 1998

Skills
Employee Benefits, Process Improvement, Change Management, Implementation &..., Regulatory Compliance, Strategy & Design, Total Rewards Statements, Qualified Retirement..., Paid Time Off Programs, HRIS / Systems, Labor Relations, Leave of Absence..., Management, Leadership, Taleo, Mergers & Acquisitions, Strategy, Performance Management, Onboarding, HRIS, Benefits Administration, Employee Engagement, Employee Relations

Education
Northwest Nazarene University   1986 — 1990
Bachelor of Arts (B.A.), English Language and Literature, General, 3.84

Northwest Nazarene University   1986 — 1990
Associate of Arts (A.A.), Christian Service

Brad Beisiegel Brad Beisiegel Lansing, Michigan Area Details
Brad Beisiegel's Principal Financial Group Experience November 2014 - Present
Job Financial Representative I Princor Registered Representative at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group   November 2014 - Present
Bigalora Wood Fired Cucina  July 2012 - November 2014
Integrated Mobile Marketing, Inc.   May 2013 - July 2013
Aflac  November 2012 - February 2013
Quicken Loans  September 2011 - July 2012
Mattress World  May 2008 - July 2011
Flagstar Bank  June 2010 - August 2010
Logicalis, Inc.   June 2007 - August 2007

Education
Olivet College   2007 — 2011
Bachelor of Arts (B.A.), Financial Planning

Royal Oak   2003 — 2007

David Richert, LUTCF David Richert, LUTCF United States Details
David Richert, LUTCF's Principal Financial Group Experience 1996 - 1998
Job Territorial Vice President Ohio National Financial Serivces
Industry Financial Services
Experience
Ohio National Financial Services  August 2001 - Present
Provident Mutual  1998 - 2001
Principal Financial Group   1996 - 1998
National life of Vermont  1986 - 1996
National life of Vermont  1986 - 1996
National life of Vermont  1986 - 1996
National life of Vermont  1986 - 1996

Skills
Fixed Annuities, Retirement Planning, Retirement, Life Insurance, Insurance, 401k, Disability Insurance, Financial Services, Financial Advisory, Estate Planning, Variable Annuities, Employee Benefits, Wealth Management, Strategic Planning, Term Life Insurance, Whole Life, Sales Management, Relationship Management, Building Relationships, Team Building

Education
American College   1995 — 1999
LUTCF

Oregon State University   1980 — 1985
Bachelor of Science (BS), Finance

Nicholas McCleary Nicholas McCleary Lansing, Michigan Details
Nicholas McCleary's Principal Financial Group Experience January 2013 - Present
Job Financial Advisor | Princor Registered Representative
Industry Financial Services
Experience
Principal Financial Group   January 2013 - Present
The Centennial Group  April 2012 - Present
State Farm Insurance  May 2011 - December 2011

Skills
401k, Life Insurance, Retirement Planning, Employee Benefits, Wealth Management, Income Protection, College Savings Plans, Business Planning, Investments

Education
Olivet College   2008 — 2012
Bachelor's degree, Insurance and Risk Managment

Harper Creek

Albert Grzech Albert Grzech Johnston, Iowa Details
Albert Grzech's Principal Financial Group Experience December 2012 - July 2013
Job Market Labor Research Economist
Industry Government Administration
Experience
STATE OF IOWA - Executive Branch  December 2014 - Present
Wells Fargo Advisors  January 2014 - December 2014
Principal Financial Group   December 2012 - July 2013
Nationwide Insurance  January 2012 - December 2012
Pioneer Hi-Bred International Inc  August 2011 - December 2011
Wells Fargo Financial  July 2008 - July 2011

Skills
My number one skill is..., Microsoft Office, Insurance, Customer Service, Outlook, Microsoft Word, Recruiting, Coaching, Employee Relations, Account Management, Human Resources, Property & Casualty..., Risk Management, Banking

Education
Wilkes University   1984 — 1995
BA, Economics

Lackawanna College   1983 — 1987
Associate, Banking and Finance

Penn State University   1981 — 1983
Associate, Accounting and Marketing of Business

Paul Kilpatrick Paul Kilpatrick Greater Philadelphia Area Details
Paul Kilpatrick's Principal Financial Group Experience January 2010 - January 2012
Job ONeill Consulting
Industry Financial Services
Experience
O'Neill Consulting   February 2012 - Present
Principal Financial Group   January 2010 - January 2012
Creative Financial Group  June 2005 - September 2010
Northwestern Mutual  March 1995 - June 2005

Skills
Financial Analysis, Investments, Retirement Planning, Insurance, Strategic Planning, Leadership, Management, Finance, Marketing, Series 7, Sales, Series 63, Mutual Funds, Customer Service, Team Building, Strategic Financial..., Financial Planning, Financial Services, Retirement, Disability Insurance, Life Insurance

Education
Philadelphia University   1986 — 1990
B.S, Finance

Cardinal O'Hara High School   1982 — 1986

Emily Doane Emily Doane Marshall, Michigan Details
Emily Doane's Principal Financial Group Experience September 2015 - Present
Job Bank Teller at Marshall Community Credit Union
Industry Banking
Experience
Principal Financial Group   September 2015 - Present
Marshall Community Credit Union  November 2012 - Present
McDonald's Corporation  August 2009 - November 2012

Skills
Banking, Customer Service, Microsoft Office, Credit, Financial Analysis, Microsoft Word, Management, Retail Banking, Loans, Sales, Teamwork, Leadership, Microsoft Excel, Public Speaking, Team Building, Time Management, PowerPoint

Education
Marshall High School   2008 — 2012

Olivet College

Sara Terpstra Sara Terpstra Grimes, Iowa Details
Sara Terpstra's Principal Financial Group Experience August 2012 - Present
Job Administrative Assistant IV at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group   August 2012 - Present
Aramark  July 2010 - July 2012
Iowa Association of Community College Trustee   October 2009 - July 2010

Skills
Relationship Management, Planning & Execution of..., Creativity Skills, Problem Solving, Calendar Management, Office Administration, Travel Arrangements, Handle Confidential..., Onboarding

Education
Northwest Missouri State University   1998 — 2001

Brian Cahal Brian Cahal Columbus, Ohio Area Details
Brian Cahal's Principal Financial Group Experience August 2009 - June 2014
Job Regional Sales Director at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group  July 2014 - Present
Principal Financial Group   August 2009 - June 2014
Fidelity Investments  November 2006 - March 2009
Paychex  January 1994 - November 2006

Skills
Pensions, 401k, Defined Benefit, Retirement, Retirement Planning, Series 7, Employee Benefits, Profit Sharing, Series 63, Mutual Funds, Retirement Plan..., Fixed Annuities, Series 6, Asset Allocation, Defined Contribution, Benefits Administration

Education
Ohio University   1986 — 1990
Bachelor of Science, Hearing & Speech Sciences, Business

Randy Rix Randy Rix Keller, Texas Details
Randy Rix's Principal Financial Group Experience February 1993 - July 1996
Job Compliance Consultant at H.D. Vest Financial Services, Inc.
Industry Financial Services
Experience
HD Vest Financial Services  July 2006 - Present
HD Vest Financial Services  May 2000 - July 2006
HD Vest Financial Services  November 1998 - May 2000
HD Vest Financial Services  October 1997 - November 1998
HD Vest Financial Services  July 1996 - November 1997
Principal Financial Group   February 1993 - July 1996
Pier 1 Imports  June 1992 - February 1993

Skills
Series 7, Series 63, Series 24, Series 4, Series 53, Series 66, Series 55, Certified Annuity..., Mutual Funds, Securities, Financial Services, Investments, Equities, Bonds, Options, Trading, Fixed Income, Finance, FINRA, Process Improvement

Education
Oklahoma Christian University   1990 — 1992
BS, Finance, General

David Wilkening, PMP David Wilkening, PMP Tampa/St. Petersburg, Florida Area Details
David Wilkening, PMP's Principal Financial Group Experience September 2002 - April 2006
Job Project Manager / Senior Business Analyst
Industry Management Consulting
Experience
First American Financial Corporation  March 2013 - December 2013
WCG, Inc.   March 2006 - December 2012
Principal Financial Group   September 2002 - April 2006
US Navy  June 1990 - September 2000

Skills
Project Management, PMP, Management, Software Documentation, Business Development, Analysis, Training, Budgets, Management Consulting, Business Strategy, Change Management, Strategic Planning, Business Analysis, Program Management, Microsoft Office

Education
Oregon State University   1986 — 1990
B.S. Finance, Business Administration, Banking, Finance, Insurance and Risk Management, Statistics, Calculus

Stefan Smith Maphis Stefan Smith Maphis Orlando, Florida Area Details
Stefan Smith Maphis's Principal Financial Group Experience November 2011 - July 2013
Job Owner/Ballroom Dance Instructor at The DanceSmith, LLC
Industry Performing Arts
Experience
The DanceSmith, LLC   April 2012 - Present
Principal Financial Group   November 2011 - July 2013
Rotary Club of Baldwin park   February 2010 - March 2013
Evershore Financial Group  August 2009 - October 2011
Arthur Murray Dance Studio  September 2007 - June 2009
Arthur Murray Dance Studio  March 2001 - September 2007

Skills
Small Business, Management, Public Speaking, Customer Service, Coaching, Ballroom Dance, Teaching, Choreography, Latin Dance, Swing Dance, Staff Development, Motivational Speaking, Syllabus Development, Artistic Vision, Dance Hosting, Dance Instruction, Sales Management, Dance, Sales, Social Media, Marketing, Training, Team Building, Social Networking

Education
Burt Reynolds Institute for Theater Training   1995 — 1996
Theater, Music, Backstage tech

Palm Beach Atlantic University   1993 — 1995
Theater Arts, Music minor/vocal performance

Bryson Urie Bryson Urie Lake Oswego, Oregon Details
Bryson Urie's Principal Financial Group Experience July 2014 - Present
Job Advisor at Tyson Deering Wilson (principal)
Industry Financial Services
Experience
Tyson Deering WIlson   January 2015 - Present
Principal Financial Group   July 2014 - Present
Camp Yakety Yak  March 2014 - Present
Mass Mutual Oregon   July 2012 - July 2014
Morlan Plumbing   June 2008 - August 2008
LA Fitness  January 2005 - December 2007

Skills
Disability Insurance, Fixed Annuities, Life Insurance, Employee Benefits, Finance, Long Term Care Insurance, Training, Whole Life, Marketing, Financial Planners, Retail, Retirement Planning, Insurance, Strategic Financial..., Networking, Customer Service, Retirement, Financial Services, Management, Securities

Education
Oregon State University   2007 — 2012
Bachelor's Degree, Business Administration; Marketing

Nathan Nieuwendorp Nathan Nieuwendorp Des Moines, Iowa Area Details
Nathan Nieuwendorp's Principal Financial Group Experience July 2013 - Present
Job Owner/Operator at Emery Creek, Inc.
Industry Financial Services
Experience
Principal Financial Group   July 2013 - Present
Emery Creek, Inc.   January 2015 - Present
Principal Financial Group   April 2012 - August 2012
Pizza Ranch  June 2011 - August 2011

Skills
Actuarial Science, Actuarial Exams, Actuaries, Pensions, MoSes, Actuarial Consulting, Retirement, Life Insurance, Fixed Annuities, VBA, Insurance, Quantitative Finance, Pricing, Finance

Education
Northwestern College   2009 — 2013
Bachelor of Arts, Actuarial Science; Business Administration & Finance

David Gottschall, CFA David Gottschall, CFA Chicago, Illinois Details
David Gottschall, CFA's Principal Financial Group Experience December 2013 - Present
Job Commercial Real Estate Investment Manager
Industry Investment Management
Experience
Principal Financial Group   December 2013 - Present

Education
University of Denver - Daniels College of Business   2000 — 2002
MBA

Oberlin College   1991 — 1995
BA

Kenwood Academy   1987 — 1991
High School

Tammy Work Tammy Work Grand Island, Nebraska Details
Tammy Work's Principal Financial Group Experience August 2004 - August 2006
Job Owner at T & T Design
Industry Design
Experience
T & T Design   December 2012 - Present
T & T Design   January 2009 - Present
Tammy Work Photography   March 2004 - September 2012
Credit Management  August 2006 - January 2009
Principal Financial Group   August 2004 - August 2006

Skills
Lightroom, Fashion Photography, Studio Lighting, Travel Photography, Lifestyle Photography, Still Life, Weddings, Black & White, Image Manipulation, Architectural..., Landscape Photography, Environmental..., Food Photography, Senior Portraits, Sports Photography, Photoshop, Wedding Photojournalism

Education
University of Nebraska at Kearney   1997 — 2001
Journalism & Graphic Design

Peru State College   1996 — 1997
Art/Art Studies, General

Metropoitan Community College   1994 — 1996
Photography

David Peyton David Peyton Greater Minneapolis-St. Paul Area Details
David Peyton's Principal Financial Group Experience January 2000 - January 2001
Job Real Estate Agent with Edina Realty
Industry Real Estate
Experience
Edina Realty  September 2012 - Present
Two Way Communications   November 2007 - December 2012
Two Way Communications   January 2007 - January 2012
Micro Machine, Inc   January 2001 - January 2007
Principal Financial Group   January 2000 - January 2001
Minnetonka Community Church   January 1993 - January 2000
Briarwood Community Church   January 1991 - January 1993
Dixon Neighborhood Church   January 1984 - January 1991
Church of the Open Door  January 1981 - January 1984

Skills
Move Up Buyers, Real Estate, Residential Homes, First Time Home Buyers, Single Family Homes, Investment Properties, Sellers, Buyer Representation, Seniors, Real Property, Buyers, Referrals, Rentals, FHA, Real Estate Transactions, Resellers, Brokerage, Investors, Property, Home Staging, Real Estate Financing, Agents, Luxury, Relocation, Leases, Foreclosures, Appraisals, Real Estate Economics, Apartments, Commercial Real Estate, Landlords, Refinance, Lease Negotiations, New Homes, New Home Sales, Selling, REO, Listings, Tenant, Real Estate Development, Disposition

Education
Talbot Theological Seminary   1981 — 1984
Master of Divinity (M.Div.), Practical Theology

MASTERS OF DIVINITY, Talbot Theological Seminary

Northwestern College   1977 — 1981
Bachelor's degree, Bible/Biblical Studies

BACHLOR OF ARTS, Northwestern College

Jim Dowrick Jim Dowrick Greater Philadelphia Area Details
Jim Dowrick's Principal Financial Group Experience March 1995 - April 2005
Job Regional Vice President at AmeriFlex
Industry Insurance
Experience
AmeriFlex  May 2005 - Present
Principal Financial Group   March 1995 - April 2005
Old Northwest Agents  1986 - 1995

Skills
Insurance, Health Savings Accounts, Health Insurance, Employee Benefits, Brokers, Group Benefits, COBRA, FSA, Benefits Communication, Flexible Spending..., Benefits Administration, Disability Insurance, 401k, Health Care Reform, Cafeteria Plans, Sales, Life Insurance, Human Resources, Accident, Critical Illness, Open Enrollment, Group Insurance, Whole Life, Long Term Care Insurance, Long-term Care, Workers Compensation, Defined Benefit, Fixed Annuities, ERISA, Health Policy, Retirement, Payroll, Medicare, Employee Wellness, Universal Life, Licensed Life & Health..., Insurance Brokerage, IRAs, Benefits Design, PPO, Executive Pay, Voluntary Employee..., Employee Wellness..., Series 6, Defined Contribution, Qualified Retirement..., Retirement Planning, Underwriting, Medicare Part D, HMO

Education
Archmere Academy High School   1977 — 1981

Penn State University   1977 — 1981
Bachelor, Business Management

Penn State University   1977 — 1981
Bachelor's degree, Business Administration and Management, General

Paul Gerlick Paul Gerlick Medford, Oregon Area Details
Paul Gerlick's Principal Financial Group Experience 1986 - 2012
Job Owner, Panther Employee Benefits Inc.
Industry Insurance
Experience
Panther Employee Benefits Inc.   June 2010 - Present
Principal Financial Group   1986 - 2012

Skills
Insurance, Customer Service, Health Insurance, Strategic Planning, Disability Insurance, Term Life Insurance, Microsoft Office, Team Building, Life Insurance, Marketing

Education
University of Chicago GSB   1977 — 1981
Master of Business Administration (MBA), Marketing and Finance

Northwestern University   1973 — 1977
Bachelor's degree, Mathematics

Kevin Ricklefs Kevin Ricklefs Greater Salt Lake City Area Details
Kevin Ricklefs's Principal Financial Group Experience June 1987 - June 1999
Job Sr. Vice President, Talent Management at CHG
Industry Staffing and Recruiting
Experience
CHG  June 1999 - Present
Principal Financial Group   June 1987 - June 1999

Skills
Human Resources, Recruiting, Talent Management, Employee Benefits, Talent Acquisition, Leadership, Training, Management, Coaching, Payroll, Insurance, Employee Relations, Strategic Planning, Program Management, Leadership Development, Deferred Compensation, Temporary Placement, Organizational..., Healthcare, Business Planning, Employee Engagement, Onboarding

Education
Pepperdine University, The George L. Graziadio School of Business and Management   2014 — 2016
Master's Degree, Organizational Development

Westminster College   2000 — 2003
Bachelor's Degree, Mathematics

Kevin Colts Kevin Colts Dallas/Fort Worth Area Details
Kevin Colts's Principal Financial Group Experience November 2007 - December 2009
Job Licensed Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company  August 2009 - Present
Principal Financial Group   November 2007 - December 2009
UBS Wealth Management  August 2005 - October 2007

Skills
Disability Insurance, Estate Planning, Personal Finance, Fixed Annuities, Retirement Planning, Long-term Care, Term Life Insurance, Wealth Management, Mutual Funds, Insurance, Financial Services, Education Funding..., LGBT Planning

Education
The American College   2011 — 2012
Life Underwriting Training Council Fellow

Oregon State University   1984 — 1989

Scott M Smith Scott M Smith Lake Oswego, Oregon Details
Scott M Smith's Principal Financial Group Experience November 2014 - Present
Job Financial Advisor & Princor Registered Representative at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group   November 2014 - Present
Metlife  2006 - November 2014

Skills
401k, Asset Allocation, Business Continuation..., Buy-sell Agreements, Buy Sell Reviews, Deferred Compensation, Executive Benefit..., Income Protection, Informal Business..., IRAs, Key Person Insurance, Series 7, Supplemental Retirement..., Mutual Funds, Estate Planning, Tax Deferred Savings

Education
Oregon State University

Gary Williams Gary Williams Raleigh-Durham, North Carolina Area Details
Gary Williams's Principal Financial Group Experience May 2012 - July 2013
Job Private Client Group Senior Relationship Manager & Women's Business AdvocatePNC Certified
Industry Financial Services
Experience
PNC  August 2013 - Present
North Carolina Technology Association  January 2013 - Present
Principal Financial Group   May 2012 - July 2013
Crescent State Bank  May 2011 - January 2012
Wachovia, A Wells Fargo Company  October 2006 - January 2011

Education
Coursera   2012 — 2012
Gamification

Aveta Business Institute   2011 — 2012
Six Sigma Black Belt

Cary Leadership 2011   2011 — 2011

Old Dominion University   1981 — 1985
B.S, Business Management, Computer Engineering

Old Dominion University   1981 — 1984
BS, Business Administration, Economics

Susan (Billingsley) Collier Susan (Billingsley) Collier Greater Nashville Area Details
Susan (Billingsley) Collier's Principal Financial Group Experience August 2014 - October 2015
Job Financial Services Representative, Princor Registered Representative, Financial Advisor
Industry Financial Services
Experience
Principal Financial Group   August 2014 - October 2015
MetLife Southern Financial Group   April 2011 - November 2013
Ameriprise Financial Services, Inc.   July 2001 - March 2011
LifeWay  1991 - 1995
LifeWay  1991 - 1995
LifeWay  1991 - 1995
LifeWay  1991 - 1995

Skills
Retirement Planning, Financial Services, Fixed Annuities, IRAs, Retirement, Variable Annuities, Series 63, Series 7, Mutual Funds, 401k, Investment Advisory, Group Benefit Plans, Series 6, 401k Rollovers, Long Term Care Insurance, Wealth Management, Variable Life, Variable Products, Permanent Life Insurance, Wealth Accumulation..., Securities, Life Insurance, Wealth Accumulation, Long-term Care, Disability Insurance, Financial Planners, Series 65, Term Life Insurance, FINRA, Roth IRA, Long-Term Disability

Education
Nova Southeastern University   1996 — 1997
MBA, Organizational Leadership

Trevecca Nazarene University   1988 — 1990
Bachelor of Education (B.A.), Elementary Education and Humanities

Samford University   1986 — 1988

Fred J. Page Middle & High Schools   1980 — 1986

Taft Burnes Taft Burnes Kansas City, Missouri Details
Taft Burnes's Principal Financial Group Experience January 2006 - February 2007
Job Software Engineer at DST Systems
Industry Financial Services
Experience
DST Systems  May 2015 - Present
DST Systems  September 2012 - May 2015
DST Systems  February 2007 - October 2012
Principal Financial Group   January 2006 - February 2007
Northwest Missouri State University  August 2005 - December 2005
DST Systems  July 2005 - August 2005

Skills
IBM Mainframe, OO Software Development, DB2, SQL, COBOL, SDLC, Project Management, Scrum, Agile Project Management, Social Media, JCL, Software Development, Requirements Gathering, Visio, Requirements Analysis, Agile Methodologies

Education
Northwest Missouri State University   2001 — 2005
Bachelor of Science, Management Information Systems, General

Rupal Vora Rupal Vora Raleigh-Durham, North Carolina Area Details
Rupal Vora's Principal Financial Group Experience 2008 - 2008
Job Contracts Associate II at Duke Clinical Research Institute
Industry Legal Services
Experience
Duke Clinical Research Institute  April 2013 - Present
Duke Clinical Research Institute  2011 - 2013
University of Iowa  2009 - 2010
Bray & Klockau P.L.C.   2009 - 2009
Journal of Transnational Law & Contemporary Problems, University of Iowa   2007 - 2009
University of Iowa, College of Law, Legal Clinic   2008 - 2008
Principal Financial Group   2008 - 2008
Dave & Girish Law Firm   2007 - 2007
Northwestern University  2004 - 2006
Iowa Coalition Against Sexual Assault  2005 - 2005

Skills
Legal Writing, Legal Research, Research, Grant Writing, Nonprofits, Community Outreach, Public Policy, International Law, Non-profits, Grants, Editing, Contract Negotiation, Contract Management, Contract Law

Education
University of Iowa College of Law   2006 — 2009
JD, Law

Northwestern University   2002 — 2006
BA, Political Science, Gender Studies

Mike Knox Mike Knox Tulsa, Oklahoma Area Details
Mike Knox's Principal Financial Group Experience May 2005 - July 2010
Job Sales Executive at Aetna
Industry Insurance
Experience
Aetna  January 2015 - Present
Strategic Solutions Group LLC   April 2012 - December 2014
Excelsior Benefits  August 2010 - April 2012
Principal Financial Group   May 2005 - July 2010
PacifiCare Health Systems  2002 - 2005
Bank One  1998 - 2002

Skills
Health Insurance, Insurance, Employee Benefits, Disability Insurance, 401k, Account Management, New Business Development, Life Insurance, Sales Management, Sales, Strategic Planning, Marketing, Retirement, Health Savings Accounts, Underwriting, Selling, Term Life Insurance, Direct Sales, Customer Service, Retirement Planning, Benefits Administration, Small Business, Business Planning, Human Resources, Business Strategy, Cold Calling, Health Care Reform

Education
Oral Roberts University   1981 — 1985
Business, Marketing

Memorial High School   1979 — 1981
General education

Sara Terpstra Sara Terpstra Des Moines, Iowa Details
Sara Terpstra's Principal Financial Group Experience August 2012 - Present
Job Corporate Relations Administrative Assistant at Principal Financial Group
Industry Food & Beverages
Experience
Principal Financial Group   August 2012 - Present
ARAMARK Refreshment Services  June 2010 - August 2012
Iowa Association of Community Colleges   September 2009 - June 2010
DMACC  July 2008 - July 2009

Skills
Event Planning, Customer Service, Social Media, Outlook, Microsoft Office, PowerPoint, Microsoft Excel, Public Relations, Microsoft Word, Event Management, Facebook, Fundraising, Editing, Budgets, Social Networking

Education
Northwest Missouri State University   1998 — 2001

Julie (Simmons) Guthrie Julie (Simmons) Guthrie Des Moines, Iowa Area Details
Julie (Simmons) Guthrie's Principal Financial Group Experience August 2015 - Present
Job
Industry Accounting
Experience
Principal Financial Group   August 2015 - Present
Marsh  November 1997 - Present

Skills
Insurance, Process Improvement, Underwriting, Financial Analysis, Financial Modeling, Financial Reporting, Risk Management, Access, Sarbanes-Oxley Act, Banking

Education
Northwest Missouri State University   1995 — 1996
BS, Accounting

Southwestern Community College   1993 — 1994

Laura Mattheiss Laura Mattheiss Baltimore, Maryland Area Details
Laura Mattheiss's Principal Financial Group Experience April 2000 - May 2002
Job Senior Account Executive at Principal Group Sales
Industry Insurance
Experience
Principal Group Sales   May 2002 - Present
Principal Financial Group   April 2000 - May 2002
Principal Financial Group   December 1997 - March 2000

Skills
Leadership, Strategic Planning, Customer Service, Disability Insurance, Insurance, Employee Benefits, Customer Retention, Account Management, Life Insurance, Sales, Microsoft Excel, Benefits Administration

Education
College of Notre Dame of Maryland   2002 — 2006
BA, Business

Lucas Hains Lucas Hains Lincoln, Nebraska Details
Lucas Hains's Principal Financial Group Experience October 2007 - May 2011
Job Director of Business Development
Industry Marketing and Advertising
Experience
RentPing Media   2012 - 2012
Central Financial Services  May 2011 - December 2011
Principal Financial Group   October 2007 - May 2011
Duncan Aviation  April 2002 - October 2007

Skills
Account Management, Customer Service, 401k, Marketing, Leadership, Investments, Marketing Strategy, New Business Development, Portfolio Management, Retirement Planning, Sales, Social Media Marketing, Strategic Financial..., Strategic Planning, Team Building, Insurance, Management, Property Management, Online Marketing, Social Media

Education
University of Nebraska-Lincoln   2005 — 2006
Masters- not yet completed, Business- Stategic Management

Peru State College   2002 — 2004
Bachelors, Business Administration

Westwood College - Denver North   2000 — 2002
Associates, Advances Electronics

Latrese Singleton Latrese Singleton Greater Detroit Area Details
Latrese Singleton's Principal Financial Group Experience January 2011 - Present
Job Sales Representative Specialty Benefits at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group   January 2011 - Present
Principal Financial Group   January 2007 - January 2011
Principal Financial Group   October 2003 - January 2007
Creative Benefits & Insurance Solutions   April 2001 - October 2003

Skills
Disability Insurance, Health Insurance, Employee Benefits, Insurance, Health Savings Accounts, Term Life Insurance, Life Insurance, Dentistry, Underwriting, Accident, Account Management, Retirement Planning, Brokers

Education
Oakland University

Pontiac Central High School

Kyle Kinkade Kyle Kinkade Des Moines, Iowa Area Details
Kyle Kinkade's Principal Financial Group Experience April 2013 - October 2014
Job Business Architect
Industry Hospital & Health Care
Experience
Cigna  October 2014 - Present
Principal Financial Group   April 2013 - October 2014
McKesson Provider Technologies  January 2012 - October 2012
Ministry of Health and Long-Term Care  January 2011 - June 2011
Ministry of Government Services  November 2010 - January 2011
Ministry of Health and Long-Term Care  March 2010 - September 2010
RBC Dexia Investor Services  2009 - 2010
Kyle Kinkade Consulting   2005 - 2009
Mid-America Sales Group, Inc.   2000 - 2009
Advanced Network Technologies  2003 - 2005

Skills
Enterprise Architecture, Business Architecture, Business Analysis, Business Development, Strategic Planning, Business Transformation, Project Management, Business Intelligence, TOGAF, Requirements Analysis, Business Requirements, Business Process..., Management, IT Strategy, SDLC, Integration, Analysis, Governance, Requirements Gathering, Business Process, Business Process Design, Project Portfolio...

Education
Oregon State University   2010 — 2016
Natural Resources: Mammalian Biology, Ecology, and Conservation

Upper Iowa University   2000 — 2004
Business

Zachman International / Federated Enterprise Architecture Certification Institute   2012 — 2012
Zachman Certified Enterprise Architect

Global Knowledge   2010 — 2010
Enterprise Architecture for the Public Sector, Business Architecture for the Public Sector

Cindy Spiro, SPHR Cindy Spiro, SPHR Colorado Springs, Colorado Area Details
Cindy Spiro, SPHR's Principal Financial Group Experience November 1996 - December 1997
Job Vice President, Employee Relations at California Casualty Management Company
Industry Insurance
Experience
California Casualty Management Company  January 1997 - Present
Principal Financial Group   November 1996 - December 1997
First Data Corporation, Matrix Marketing   1991 - November 1996

Skills
Employee Relations, Performance Management, Organizational..., Coaching, Leadership Development, Training and..., Staffing and Employment, Hiring, Onboarding, Employee Engagement, Succession Planning, College Recruiting, Human Resources, Organizational Design, Recruiting, Process Improvement, Personnel Management, Career Development, Interviews, Talent Management, Training, HRIS, Workforce Planning, Team Building, Temporary Placement, Employment, Applicant Tracking..., Employee Training

Education
Oklahoma State University
Bachelor of Science, Management/Human Resources

Nathan Walters, CLU®, ChFC® Nathan Walters, CLU®, ChFC® Greater Seattle Area Details
Nathan Walters, CLU®, ChFC®'s Principal Financial Group Experience October 2009 - January 2015
Job President at Walters Wealth Management, LLC
Industry Financial Services
Experience
Walters Wealth Management, LLC   January 2015 - Present
Principal Financial Group   October 2009 - January 2015
Prudential Financial  September 2000 - September 2009
Pacific Capital Resource Group  1998 - 2000

Skills
401k, 403b, SEP, &..., Business Continuation..., Buy-Sell Review, Deferred Compensation, Disability Income..., Estate Planning, Executive Benefits..., Informal Business..., Long Term Care Insurance, Retirement Planning, Supplemental Retirement..., Wealth Accumulation

Education
University of Washington   1988 — 1990
BA, Economics

Pacific Lutheran University   1987 — 1988

Margaret Meitzler Margaret Meitzler San Antonio, Texas Area Details
Margaret Meitzler's Principal Financial Group Experience August 1986 - June 1993
Job Employee Benefits Administration
Industry Human Resources
Experience
USAA  October 2010 - Present
FCE Benefit Administrators  October 2009 - September 2010
Accenture  September 2008 - August 2009
Accenture  December 2006 - September 2008
Delta Health Systems  January 2003 - June 2006
LifeRe Insurance Company   July 1997 - January 2003
Benefit Planners  June 1995 - June 1997
American Express Financial Advisors  August 1993 - June 1995
Principal Financial Group   August 1986 - June 1993

Skills
Coaching, Team Building, Six Sigma, Employee Benefits, Process Improvement, Organizational..., Outsourcing, Leadership, Management, Fraud, Insurance, Training, Analysis, Cost Accounting, Content Management, Business Analysis, Benefits Administration, Business Strategy, Strategic Planning

Education
Our Lady of the Lake University   1990 — 1991
business administration

Craven Community College   1976 — 1978
Nursing

Southern Illinois University, Carbondale   1972 — 1975
Biology / Art

Surrattsville   1966 — 1968

Chris Winterboer Chris Winterboer Des Moines, Iowa Area Details
Chris Winterboer's Principal Financial Group Experience June 1998 - October 1999
Job Partner, Senior Search Consultant Insurance Recruiter at Capstone Search Group
Industry Insurance
Experience
Capstone Search Group  September 2003 - Present
Holmes Murphy & Associates  October 1999 - September 2003
Principal Financial Group   June 1998 - October 1999

Education
Northwestern College   1994 — 1998
Bachelor's degree -- Marketing and Management

JaNia Motley JaNia Motley Kansas City, Missouri Area Details
JaNia Motley's Principal Financial Group Experience 2008 - 2011
Job Director of Risk Assessment: Kansas City, Kansas Public Schools
Industry Education Management
Experience
Kansas City, Kansas Public Schools  September 2014 - Present
Kansas City, Kansas Public Schools  July 2013 - Present
CBIZ  August 2011 - July 2013
Principal Financial Group   2008 - 2011

Skills
Account Management, Product Marketing, Employee Benefits, Marketing Communications, Vendor Relationships, Strategic Thinking, Decisiveness, Health Care Reform, New Business Development, Benefits Design, Negotiation, Leadership, Customer Retention, Team Building, Sales, Training, Management, Leadership Development, Team Leadership, Marketing, Strategic Planning, Coaching, Customer Service, Insurance, Organizational..., Salesforce.com, Health Savings Accounts, Marketing Strategy, CRM, Cold Calling, Business Development

Education
Hickman Mills

Park University
Bachelors Of Science, Marketing/ Management

Shawn O Higley, CRPC® Shawn O Higley, CRPC® Portland, Oregon Area Details
Shawn O Higley, CRPC®'s Principal Financial Group Experience 1989 - 1993
Job Managing Partner at The Partners Group
Industry Financial Services
Experience
The Partners Group  January 2011 - Present
Wells Fargo Private Bank & Wells Fargo Advisors   July 2000 - January 2011
U.S. Bank Private Reserve   July 1993 - July 2000
Principal Financial Group   1989 - 1993

Education
Oregon State University
BS, Business

Oregon State University
BS, Economics / Agricultural Science

College of Financial Planning

Pendleton High School
Life in a Rodeo Town

Patrick Sandico Patrick Sandico United States Details
Patrick Sandico's Principal Financial Group Experience March 2000 - January 2003
Job
Industry Insurance
Experience
Bank of the West  February 2014 - Present
Bank of the West  March 2012 - Present
Premera Blue Cross  August 2011 - February 2012
Premera Blue Cross  May 2010 - August 2011
JP Morgan Chase  October 2007 - November 2009
JP Morgan Chase  January 2005 - October 2007
Principal Financial Group   March 2000 - January 2003

Skills
Process Improvement, Project Management, Business Development, Business Analysis, SDLC, Business Requirements, Visio, Cross-functional Team..., Program Management, Product Management, Requirements Gathering, Analytics, PMO, Strategic Planning, Vendor Management, Data Analysis, Banking, Financial Analysis, Management, Team Leadership, Financial Services, Integration, Strategy

Education
Penn State University

Renton Technical College

University of Phoenix

Villanova University

Sarah Freeman Sarah Freeman Des Moines, Iowa Area Details
Sarah Freeman's Principal Financial Group Experience September 2005 - January 2007
Job Senior Account Manager at Holmes Murphy
Industry Insurance
Experience
Holmes Murphy & Associates  September 2013 - Present
LMC Insurance  September 2012 - September 2013
Body By Vi Visalus  January 2012 - December 2012
LMC Insurance  January 2005 - September 2012
Principal Financial Group   September 2005 - January 2007
Kawasaki Motors Corp., U.S.A.   2003 - 2006

Skills
Employee Benefits, Health Insurance, Health, Healthcare, Insurance, Human Resources, Customer Service, Organizing, Marketing Communications, Wellness, Disability Insurance

Education
Northwest Missouri State University   2000 — 2004
Bachelor, Industrial Psychology

Craig Dahl Craig Dahl Rochester, New York Area Details
Craig Dahl's Principal Financial Group Experience June 2008 - Present
Job Regional Managing Director at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group   June 2008 - Present
Principal Financial Group   December 2005 - Present

Skills
Insurance, Disability Insurance, Employee Benefits, Strategic Financial..., Retirement Planning, Series 7, Wealth Management, Asset Allocation, Retirement, Fixed Annuities, 401k, Estate Planning, Life Insurance, Series 6, Series 63, Investments, Mutual Funds, Long-term Care, Series 24, Qualified Retirement..., IRAs

Education
Pacific Lutheran University   1971 — 1976
Bachelor of Arts in Education

Muralidhar Kuchimanchi Muralidhar Kuchimanchi Greater Philadelphia Area Details
Muralidhar Kuchimanchi's Principal Financial Group Experience October 1999 - March 2000
Job IT Manager at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group  May 2000 - Present
Principal Financial Group   October 1999 - March 2000
American Airlines  November 1997 - October 1999
Saudi Aramco  February 1996 - September 1997
Hexaware Technologies  1995 - 1997

Education
Sri Venkateswara University   1990 — 1994
B'Tech

Penn State University
Masters, Information Sciences

St Josephh

Robert Meltzer Robert Meltzer Bismarck, North Dakota Area Details
Robert Meltzer's Principal Financial Group Experience September 2009 - Present
Job Registered Representative at Principal Financial Group
Industry Investment Management
Experience
Principal Financial Group   September 2009 - Present
Midco Sports Network  September 2012 - Present
Town Square Media  August 2011 - Present
Bismarck Rotary Club   2008 - 2013
UBS Wealth Management  February 2008 - September 2009
National Planning Corporation  July 2006 - February 2008
MetLife  January 2002 - July 2006
Hollywood Police Department  April 1992 - January 2002
KVLY-TV  June 1983 - April 1992
KTHI TV   1983 - 1992

Skills
IRAs, 401k Rollovers, Uniform Combined State..., Loans, Wealth Management, Mutual Funds, Fixed Annuities, Long Term Care Insurance, Disability Insurance, Retirement Planning, Customer Service, Insurance, Retirement, Financial Services, Small Business, Finance, 401k, Life Insurance, Financial Planners, Asset Allocation, Health Insurance, Estate Planning, Employee Benefits, Series 7, Investment Advisory, Term Life Insurance, Wealth

Education
Ohio University   1978 — 1982
BS, Communications

JFK High School Bellmore, NY   1974 — 1977
Diploma, Liberal Arts

Rob Kloewer Rob Kloewer Harlan, Iowa Details
Rob Kloewer's Principal Financial Group Experience December 2004 - January 2006
Job Executive Customer Representative at Merck
Industry Pharmaceuticals
Experience
Merck  August 2015 - Present
Merck  January 2006 - Present
Principal Financial Group   December 2004 - January 2006
AEGON Americas  October 2002 - December 2003

Skills
Engaging Public Speaker, Relationship Marketing, Work Ethic, Communication Skills, Exceptional Listener, Team Leadership, Thought Leadership, Cardiology, Sales Effectiveness, Selling Skills, Sales, Endocrinology, Customer Service, Public Speaking, Sales Operations, Sales Management, Strategic Planning, Product Launch, Pharmaceutical Sales, Leadership, Diabetes

Education
Simpson College   1989 — 1993
Bachelor of Arts (B.A.), Health and Physical Education/Fitness

Northwest Missouri State University   1987 — 1988

Missy Gililland Missy Gililland Tampa/St. Petersburg, Florida Area Details
Missy Gililland's Principal Financial Group Experience August 1999 - September 2006
Job Recruiter at Exact Recruiting
Industry Hospital & Health Care
Experience
Exact Recruiting   June 2006 - Present
Principal Financial Group   August 1999 - September 2006
AAFES  July 1995 - September 1998

Skills
Healthcare, Recruiting, Employee Relations, Human Resources, Coaching, Leadership Development, Staff Development, Employee Benefits, Public Speaking, Customer Service, Healthcare Management, Team Building, Talent Acquisition, Training, Performance Management, Deferred Compensation, Process Improvement, Sourcing, Resume Writing, Benefits Administration, Home Care, Hiring, Technical Recruiting, New Hire Orientations, Employee Engagement, Networking, Performance Improvement, Interviews, Medicare, Organizational..., Succession Planning, Internet Recruiting, Employee Training, Conflict Resolution, Talent Management, Time Management, Policy, Leadership, Job Fairs, College Recruiting, Staffing Services, Taleo, Temporary Staffing, Medicaid, Administration, Workforce Planning, Benefits Negotiation, Management, HRIS

Education
Park University   1999 — 2001
BS, Mgmt/Human Resources

Cedric Tubman Cedric Tubman Greater Chicago Area Details
Cedric Tubman's Principal Financial Group Experience March 2001 - September 2003
Job Sr. Level Project Management Consultant
Industry Information Technology and Services
Experience
Professional Business Solutions and Consulting, LLC   July 2009 - Present
Hi-Tech Solutions  January 2011 - May 2012
CNA  2011 - 2011
CTI Field Services   October 2007 - May 2010
BP  October 2007 - May 2010
Kenny Construction Company  September 2006 - October 2007
Detroit Edison Power Outage   February 2006 - May 2006
Global Project Management   May 2005 - January 2006
Hill International  August 2003 - June 2005
Principal Financial Group   March 2001 - September 2003

Skills
Project Management, Primavera P6, MS Project, Project Control, Earned Value Management, WBS, CPM Scheduling, Business Analysis, Requirements Analysis, Process Scheduler, P3, Change Management, EPC, SAP, Cost Management, SDLC, Project Portfolio...

Education
Oregon Institute of Technology   1989 — 1993
B.S, Industrial Management

Arizona Western College   1987 — 1989
A.A, Business

Hymavathi Pinna Hymavathi Pinna Des Moines, Iowa Area Details
Hymavathi Pinna's Principal Financial Group Experience May 2011 - Present
Job QA Lead at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group   May 2011 - Present
Principal Financial Group   2011 - 2011

Education
Osmania University   2000 — 2003
Masters, Computers

Sree chaitanya

DEVANAND CHINTOJU DEVANAND CHINTOJU Dallas, Texas Details
DEVANAND CHINTOJU's Principal Financial Group Experience August 2009 - December 2010
Job Marketing Science Manager at Ansira
Industry Marketing and Advertising
Experience
Ansira  August 2014 - Present
Ansira  September 2011 - August 2014
Cricket Communications  September 2010 - September 2011
Principal Financial Group   August 2009 - December 2010

Skills
SAS, Data Mining, Predictive Analytics, Segmentation, Database Marketing, Statistics, Decision Trees, Statistical Modeling, Logistic Regression, Neural Networks, Data Analysis, Cluster Analysis, Analytics, Predictive Modeling, SQL, Business Intelligence, Analysis, Web Analytics, Regression, Excel, SAS/SQL, Forecasting, Business Analysis, Multivariate Analysis, Microsoft Excel, SAS programming, Databases, Regression Testing, Data Management, Access, CRM, Project Management, Customer Analysis, Marketing Analytics, Linear Regression, Direct Marketing, Business Analytics, Optimization, Tableau, Teradata, Operations Research, Text Mining, Time Series Analysis, Big Data, Regression Analysis, JMP, ANOVA, Quantitative Analytics, VBA, Minitab

Education
Oklahoma State University   2008 — 2010
Masters, Industrial Engineering and Management

Oklahoma State University   2008 — 2010
Master's degree, Industrial Engineering and Management

Carey Alexander Carey Alexander Tulsa, Oklahoma Area Details
Carey Alexander's Principal Financial Group Experience May 2012 - Present
Job Princor Registered Representative, Financial Representative
Industry Financial Services
Experience
Principal Financial Group   May 2012 - Present
Insphere Insurance Solutions  May 2009 - May 2012
First Pryority Bank   June 2004 - March 2008

Skills
Long Term Care Insurance, Key Person Insurance, Buy-sell Agreements, 401 (K), 403 (B), SEP &..., Annuities (variable and..., Asset Allocation, Business Continuation..., Business Overhead..., Buy-Sell Reviews, Charitable Giving, College Funding..., Deferred Compensation..., Disability Income..., Estate Planning, Executive Benefits..., Financial Needs Analysis, Income Protection, Informal Business..., IRA'S (Traditional and..., Mutual Funds, Pension Plans, Salary Continuation, Split Dollar Plans, Supplemental Retirement..., Survivor Income, Tax-Deferred Savings, Term Life Insurance, Universal Life Insurance, Wealth Accumulation, Whole Life Insurance

Education
Oklahoma State University   1996 — 2001

John Rigler John Rigler Des Moines, Iowa Details
John Rigler's Principal Financial Group Experience June 2003 - January 2004
Job Vice President, Real Estate Investment Consultant
Industry Banking
Experience
Wells Fargo  May 2014 - Present
Wells Fargo  August 2012 - May 2014
Federal Home Loan Bank of Des Moines  January 2012 - August 2012
Houlihan Lokey  July 2011 - December 2011
Deutsche Bank  July 2008 - May 2010
JPMorgan  September 2006 - June 2008
Meridian Capital Group  September 2005 - September 2006
Fitch Ratings  June 2004 - August 2004
Principal Financial Group   June 2003 - January 2004
University of Iowa  June 2003 - September 2003

Skills
Commercial mortgage..., Affordable housing..., commercial real estate..., Commercial Real Estate..., Mortgage Underwriting, Valuation, Financial Modeling, Investments, Financial Analysis, Corporate Finance, Due Diligence, CMBS, Real Estate Economics, Capital Markets, Equities, Asset Managment, Credit Analysis, Private Equity, Asset Management, Loan Origination, Real Estate, Finance

Education
Northwestern University - Kellogg School of Management   2009 — 2011
MBA, Finance

University of Wisconsin-Madison   2000 — 2005
BBA, Real Estate and Finance

Randall Odzer Randall Odzer Des Moines, Iowa Area Details
Randall Odzer's Principal Financial Group Experience 2008 - Present
Job Chief Financial OfficerU.S. Insurance Solutions at Principal Financial Group
Industry Insurance
Experience
Principal Financial Group   2008 - Present
OptumHealth Care Solutions/United Behavioral Health   2005 - 2008
Cigna Behavioral Health  2001 - 2005
Prior History   1986 - 2001

Skills
Insurance, Finance, Risk Management, Leadership, Management, Profit Maximization, Profit Improvement, Organizational..., Change Management, Leading Change, Employee Benefits, Mergers & Acquisitions, Goal Oriented, Financial Planning, Strategy, Strategic Planning, Accounting, Budgets, Analysis, Financial Reporting, Team Orientation, Health Insurance, Capital Management

Education
Northwestern University - Kellogg School of Management   1996 — 1998
Masters

University of Illinois at Chicago   1983 — 1986
Bachelors

Gordon (Gus) Searles Gordon (Gus) Searles Greater Philadelphia Area Details
Gordon (Gus) Searles's Principal Financial Group Experience March 2015 - Present
Job Relationship Manager for the Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group   March 2015 - Present
Relationship Management   August 2014 - March 2015
Transamerica Retirement Solutions  2005 - August 2014
Delaware Investments  1995 - 2003
Federated Investors  1994 - 1995
Johnson Companies   1988 - 1994
Mid America Group  1980 - 1988

Skills
Series 63, 401k, Defined Benefit, Series 6, CRM, Pensions, Retirement Planning, Series 7, Profit Sharing, Retirement Plan..., Retirement, Mutual Funds, ERISA, Defined Contribution, Qualified Retirement..., Series 65, Relationship Management, Investments, Financial Services, Employee Benefits, Management, Asset Allocation

Education
Penn State   1974 — 1978
BS

Antarlina Sen Antarlina Sen Stillwater, Oklahoma Details
Antarlina Sen's Principal Financial Group Experience August 2011 - June 2015
Job Graduate Student at Oklahoma State University
Industry Information Technology and Services
Experience
Oklahoma State University  August 2015 - Present
Principal Financial Group   August 2011 - June 2015

Skills
COBOL, JCL, VSAM, CICS, SQL, Embedded SQL, TSO, SPUFI, ISPF, File Aid, INSYNC, Intertest, Dumpmaster

Education
Oklahoma State University
Master of Science (M.S.), Management Information Systems

Maples ESM Pune
Mainframe Application Development Certification

University of Pune
Computer Engineering

Laurel Anne Gravesen Laurel Anne Gravesen Houston, Texas Details
Laurel Anne Gravesen's Principal Financial Group Experience June 2012 - January 2014
Job Regional Sales Manager at Allstate Benefits
Industry Insurance
Experience
Allstate Benefits  June 2015 - Present
Guardian Life  January 2014 - May 2015
Principal Financial Group   June 2012 - January 2014
USI Insurance Services  September 2011 - March 2012
USI Insurance Services  November 2010 - September 2011
Principal Financial Group   January 2010 - November 2010
Principal Financial Group   September 2008 - December 2009
Principal Financial Group   May 2007 - September 2008
Daniels Insurance Agency   August 2004 - May 2007

Skills
Account Management, Health Insurance, Customer Satisfaction, Brokers, Negotiation, Leadership, Training, Management, Health, Sales Operations, Sales, CRM, Strategic Planning, Team Leadership, Customer Retention, Insurance, Disability Insurance, Employee Benefits

Education
St. John's College (NM)   2004 — 2006
MALA, Liberal Arts

Northwestern State University   2000 — 2004
BA, Liberal Arts with a Concentration in Humanities & Social Thought

Corey Grief Corey Grief Des Moines, Iowa Area Details
Corey Grief's Principal Financial Group Experience June 2014 - August 2014
Job Software Engineering Intern at Microsoft
Industry Computer Software
Experience
Microsoft  June 2015 - Present
Northwestern University Delta Lab   March 2014 - Present
Northwestern University  October 2013 - Present
Principal Financial Group   June 2014 - August 2014
Principal Financial Group   June 2013 - August 2013

Skills
JavaScript, Java, C++, Computer Science, SQL, C#, Lisp, HTML, jQuery, Backbone.js, CSS, x86 Assembly, Git, Agile Application..., Software Development

Education
Northwestern University   2012 — 2016
Bachelor of Science (BS), Computer Science, 3.93 Cumulative

JACK WALDIE JACK WALDIE Atlanta, Georgia Details
JACK WALDIE's Principal Financial Group Experience November 2008 - November 2011
Job Regional Vice President Trustmark Companies
Industry Insurance
Experience
Trustmark Voluntary Benefit Solutions  November 2011 - Present
Principal Financial Group   November 2008 - November 2011
CIGNA Group Insurance  January 2003 - October 2008
Hartford Life  January 1998 - December 2002
fortis benefits  October 1987 - December 1997

Skills
Delivering Results, Disability Insurance, Critical Illness, Accident, Health Insurance, Coaching, Team Building, Group Life, Strategy Execution, Culture Change, Executive Management, Strategic Planning, Business Strategy, Innovation Management

Education
Penn State University
BS, Insurance

Kevin Rogner Kevin Rogner Columbus, Ohio Area Details
Kevin Rogner's Principal Financial Group Experience January 2008 - December 2008
Job Retirement Plan Consultant
Industry Financial Services
Experience
Manning & Napier Advisors  May 2009 - Present
Principal Financial Group   January 2008 - December 2008
Nationwide Financial  October 2003 - December 2007
One Group Mutual Funds   May 2001 - October 2003

Skills
Investment Advisory, Qualified Retirement..., Series 7, Series 63, Retirement Planning, Retirement, Investments, 401k, Investment Strategies

Education
Ohio University   1996 — 2000
Bachelors of Business Administration, Business Law and Management

Ohio University   1996 — 2000
Bachelor's degree - Business Law / Management, Business Law and Management

Gold Mac Ivor Gold Mac Ivor Los Angeles, California Details
Gold Mac Ivor's Principal Financial Group Experience September 2005 - February 2010
Job CoFounder at Belle Maison Agency and CoFounder at Riveter Consulting Group
Industry Individual & Family Services
Experience
Riveter Consulting Group   November 2014 - Present
Belle Maison Agency   April 2012 - Present
Ferrazzi Greenlight  December 2010 - June 2013
Principal Financial Group   September 2005 - February 2010
West Coast Events   December 2005 - August 2006
Prudential Financial  2001 - 2005
Diversified Financial Concepts  November 1997 - August 2001
United States Marine Corps  1995 - 1997

Skills
Sales, Negotiation, Marketing, Event Management, Leadership, Outlook, Event Planning, Microsoft Excel, PowerPoint, Business Development, Management, Small Business, Social Networking, Nonprofits, Public Relations, •Account Management,..., •Windows XP: Word,..., •Proficient at Sales..., Account Management, Human Resources, Budgets

Education
Park University   1995 — 1998
Bachelors of Science, Management/Public Administration

Cheryl Montgomery Cheryl Montgomery Springfield, Missouri Details
Cheryl Montgomery's Principal Financial Group Experience September 2002 - January 2013
Job Help Desk Consultant at American National Insurance
Industry Information Technology and Services
Experience
American National Insurance  January 2014 - Present
Ozarks Technical Community College  August 2012 - May 2014
Principal Financial Group   September 2002 - January 2013
Principal Financial Group   September 2002 - January 2013
City Utilities Community Credit Union   2000 - 2002

Skills
Interpersonal..., Enthusiasm to learn, Thinking Outside The Box, Computer Repair, Microsoft Office, Visio, Employee Benefits, Customer Service, Administrative..., Data Entry, Health Insurance, PeopleSoft, PowerPoint, Public Speaking, Windows 7, Windows, Computer Hardware, Laptops

Education
Ozarks Technical Community College   2012 — 2014
Associate of Arts and Sciences (AAS), Networking Technology

Ozarks Technical Community College   1997 — 1999
AAS, Business

Kevin Riggins Kevin Riggins Des Moines, Iowa Area Details
Kevin Riggins's Principal Financial Group Experience October 2005 - April 2015
Job St. Staff Security Consultant at GE Healthcare
Industry Information Technology and Services
Experience
GE Healthcare  May 2015 - Present
Principal Financial Group   October 2005 - April 2015
Society of Information Risk Analysts   May 2010 - January 2014
Knowledge Technology Solutions   May 2002 - October 2005
DICE  September 2000 - May 2002

Skills
Security Architecture..., Cloud Computing, Information Security..., Data Security, Network Security, Security Management, Computer Security, Encryption, Security, Information Security, Risk Management, CISSP, Disaster Recovery, Business Continuity, Perl, Web Application Security, Penetration Testing, Intrusion Detection, VPN, Application Security, Information Assurance, Risk Assessment, Security Audits, Network Administration, Servers, Vulnerability Assessment, Information Technology, Governance, Vulnerability Management, PCI DSS, CISM, Cloud Security, Computer Forensics, Firewalls, Security Awareness, Identity Management

Education
Simpson University   2000 — 2003
BA, Computer Science

Oklahoma State University   1986 — 1988
None, Electronics Technology and Computer Science

Matt Payn Matt Payn Boise, Idaho Area Details
Matt Payn's Principal Financial Group Experience May 2008 - December 2010
Job Entrepreneurial Business Development
Industry Marketing and Advertising
Experience
Rocky Mountain Exteriors LLC   March 2015 - July 2015
Global Energy & Lighting   April 2014 - January 2015
Refer.com  March 2012 - March 2014
Securities America  January 2011 - February 2012
Principal Financial Group   May 2008 - December 2010
St. Luke's Regional Medical Center   2001 - 2007

Skills
Customer Service, Team Building, Budgets, Strategic Planning, Small Business, Marketing, Management, Public Speaking, Business Development, Business Strategy, Sales, Fundraising, Event Planning, Social Media Marketing, Insurance, Coaching, Building Relationships, Networking, Social Networking, Leadership, Entrepreneurship

Education
Northwest Nazarene University   2005 — 2007
Master of Business Administration (MBA)

Oregon Institute of Technology   1998 — 2002
Bachelor's degree

Lauren Matteo Lauren Matteo Greater Atlanta Area Details
Lauren Matteo's Principal Financial Group Experience July 2015 - Present
Job Regional Director
Industry Financial Services
Experience
Principal Financial Group   July 2015 - Present
UBS Wealth Management  November 2013 - July 2015
Dreyfus Investments  June 2012 - November 2013
Dreyfus  January 2012 - June 2012
Dreyfus Investments  November 2007 - December 2011

Skills
Asset Allocation, Mutual Funds, Series 63, Series 7, Wealth Management, Securities, Alternative Investments, Separately Managed..., Investment Advisory, 401k, Retirement, Financial Services, Portfolio Management, Retirement Planning, Series 6

Education
Penn State University   2003 — 2007
B.S, Marketing

Melinda Webb, BA, CTR Melinda Webb, BA, CTR Greater Los Angeles Area Details
Melinda Webb, BA, CTR's Principal Financial Group Experience February 1998 - July 2001
Job Certified Tumor Registrar for City of Hope
Industry Hospital & Health Care
Experience
City of Hope  July 2013 - Present
Seacret Skin Care Products   April 2013 - Present
Precyse Solutions, LLC  June 2007 - March 2013
MedPartners HIM  2011 - 2013
King's Daughters Medical Center, Ashland, KY   November 2003 - April 2007
Principal Financial Group   February 1998 - July 2001

Skills
Healthcare Information..., EHR, Oncology, HIPAA, Cancer, EMR, Healthcare Management, Hospitals, Informatics, Epic Systems, Healthcare, Medical Coding, Medical Records, Medical Terminology, Clinical Research

Education
Ohio University   2001 — 2004
Bachelor of Business Administration (BBA), Business Administration and Management, General, 3.22

Ohio University   2001 — 2003
Associate of Science (A.S.), Computer Science

Ohio University   1994 — 1994
Associate's degree, Office Management and Supervision

Holy Angel University   1985 — 1987
Associate's degree, Administrative Assistant and Secretarial Science, General

Tesha Walsh Tesha Walsh Portland, Oregon Area Details
Tesha Walsh's Principal Financial Group Experience November 2008 - Present
Job Senior Sales Representative at Principal Financial Group
Industry Insurance
Experience
Principal Financial Group   November 2008 - Present
Assurant Employee Benefits  2003 - 2008
Regence Blue Cross Blue Shield of Oregon  1995 - 2003

Skills
Self-funded, Health Insurance, Disability Insurance, Life Insurance, Employee Benefits, Insurance, Term Life Insurance, Account Management, Brokers, Long-term Care, 401k, Sales, Managed Care, Health Savings Accounts, Customer Service, Underwriting

Education
Oregon State University   1989 — 1994
Communications

Umpqua Community College

Tim Hoezee, CFP® Tim Hoezee, CFP® Greater Grand Rapids, Michigan Area Details
Tim Hoezee, CFP®'s Principal Financial Group Experience November 2005 - August 2010
Job Associate Wealth Management Advisor at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual  August 2010 - Present
Principal Financial Group   November 2005 - August 2010
John Hancock  June 2004 - November 2005

Education
Northwood University   2000 — 2004
Bachelor of Business Administration (BBA), Business Administration and Management, General

Thomas Emmett Ackerman Thomas Emmett Ackerman Cincinnati Area Details
Thomas Emmett Ackerman's Principal Financial Group Experience 2001 - 2002
Job Managing Consultant at Primer Sol Consulting
Industry Management Consulting
Experience
Primer Sol Consulting   January 2015 - Present
Pinnacle Path Consulting   2005 - Present
Foresters  August 2002 - February 2005
Canada Life  2001 - 2002
Principal Financial Group   2001 - 2002
First Variable Life   1997 - 2001
Fortis Investors, Inc.   March 1983 - December 1997
St. Paul Investors/Western Life   1983 - 1997
Prudential Financial  1972 - 1983

Skills
Fixed Annuities, Strategic Consulting, Business Coaching, Instructor-led Training, Public Speaking, Entrepreneurship, Business Development, Strategic Financial..., Financial Advisory, Life Insurance, Published Author, Strategic Thinking, Term Life Insurance, Finance, Leadership Development, Coaching, Leadership, Executive Management, Financial Services, Sales Operations, Insurance, Management Consulting, Retirement, Small Business, Consulting, Retirement Planning, Training, 401k, Business Planning, Customer Retention, Investments, Estate Planning, Business, Executive Coaching, Strategy, Disability Insurance, Employee Benefits, Wealth Management, Health Insurance, Financial Planners, Long-term Care, Wealth, Start-ups, Career Development, Mutual Funds, Succession Planning, Investment Advisory, Risk Management, Personal Finance, Sales

Education
The American College   1986 — 1987
CLU, ChFC, Insurance and Financial Planning

University of Cincinnati   1968 — 1970
Business Management, Psychology

Northwestern University   1967 — 1968
Business Management

Keri Kalka Keri Kalka Edmond, Oklahoma Details
Keri Kalka's Principal Financial Group Experience January 2013 - Present
Job Princor Registered Representative, Financial Representative at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group   January 2013 - Present
FRS Financial Risk Solutions   May 2012 - Present
Modern Woodmen of America  June 2011 - December 2012
AXA Advisors  January 2005 - August 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..., Disability Income..., Estate Planning, Executive Benefits..., Financial Needs Analysis, Income Protection, Informal Business..., IRAs (Traditional &..., Key Person Insurance, Long-Term Care Insurance, Mutual Funds, Pension Plans, Salary Continuation, Series 6,7,63..., Split Dollar Plans, Supplemental Retirement..., Survivor Income, Tax-Deferred Savings, Term Life Insurance, Universal Life Insurance, Wealth Accumulation, Whole Life Insurance

Education
Oklahoma State University   1996 — 2000
BS, Psychology

Alva High School   1992 — 1996

Celia Guerra Celia Guerra Greater New York City Area Details
Celia Guerra's Principal Financial Group Experience December 2003 - August 2005
Job Associate Director, Customer Operations at Simon & Schuster
Industry Publishing
Experience
Simon & Schuster  June 2011 - Present
Simon & Schuster  March 2008 - June 2011
Simon & Schuster  August 2005 - April 2010
Principal Financial Group   December 2003 - August 2005
Time Inc.  July 1998 - February 2001
Inacom Professional Serivces   1992 - 1998

Skills
Partner Relationship..., Business Process..., Ebooks, Publishing, Account Management, Books, Forecasting, Budgets, Project Management, Contract Negotiation, Negotiation, Operations Management, Analysis, Team Building, Sales Operations, Real Estate, Real Estate Transactions, Real Estate License

Education
Pace University - Lubin School of Business   2002 — 2003
BA, International Management

Rachel Rozmarynowski Rachel Rozmarynowski Chicago, Illinois Details
Rachel Rozmarynowski's Principal Financial Group Experience September 2012 - Present
Job Investment Manager at Principal Financial Group
Industry Investment Management
Experience
Principal Financial Group   September 2012 - Present
GE Capital  September 2005 - August 2012
NorthMarq Capital  November 2004 - August 2005
Equity Office Properties  June 2002 - November 2004
Deloitte & Touche  June 2000 - June 2002

Education
Northwestern University - Kellogg School of Management   2008 — 2011
MBA, Finance, International Business, Management & Strategy, Entrepreneurship

University of Wisconsin-Madison - School of Business   1995 — 2000
Bachelor of Business Administration (BBA)

Andrew Ridings Andrew Ridings West Des Moines, Iowa Details
Andrew Ridings's Principal Financial Group Experience July 2013 - Present
Job IT Information Security Analyst at Principal Financial Group
Industry Information Technology and Services
Experience
Principal Financial Group   July 2013 - Present
TRUE Digital Security  August 2010 - June 2013
University of Oklahoma  May 2009 - August 2009
BP Amoco  May 2008 - August 2009
Computer Nerdz  May 2007 - August 2007

Skills
Network Security, Penetration Testing, Network Administration, Troubleshooting, Information Assurance, Networking, Computer Forensics, System Administration, Linux, Windows, Security, Python, C++, Firewalls, PHP, MySQL, Java, HTML, Malware Analysis, Apache, Intrusion Detection, Information Security, CEH, Vulnerability Assessment, Active Directory, Windows Server, CISSP, Data Security, PCI DSS, IDS, Computer Security, Incident Response, Information Security..., Security Awareness, Social Engineering, IT Audit, Reverse Engineering, Vulnerability Management, McAfee, Security Audits, Security+, IPS, Vulnerability Scanning, Security Policy, Digital Forensics, Application Security, Identity Management, Snort, Encryption, Security Architecture...

Education
Oklahoma State University   2009 — 2011
BS, Information Assurance and Forensics

Tulsa Community College   2008 — 2009
AS, Information Assurance and Forensics

Joe Fisher, CFA Joe Fisher, CFA Chicago, Illinois Details
Joe Fisher, CFA's Principal Financial Group Experience June 2003 - May 2004
Job Director / CoHead of the Americas, Real Estate Securities Alternative and Real Assets
Industry Real Estate
Experience
RREEF / Deutsche Asset & Wealth Management   July 2007 - Present
RREEF  April 2005 - July 2007
RREEF  May 2004 - June 2006
Principal Financial Group   June 2003 - May 2004

Skills
Investments, Real Estate, Financial Modeling, Portfolio Management, Equities, Finance, Investment Management, REITs, Securities, Mutual Funds, Due Diligence

Education
Northwestern University - Kellogg School of Management   2006 — 2009
MBA, Finance, Analytical Finance, Accounting, Real Estate

University of Iowa   1998 — 2003
Bachelor of Business Administration, Finance, Accounting, Entrepreneurship

Glen Sterling Glen Sterling Greater Chicago Area Details
Glen Sterling's Principal Financial Group Experience January 2009 - Present
Job Registered Representative at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group   January 2009 - Present
The Financial Exchange   August 2002 - June 2008
His Ministry   2007 - 2008
The Mortgage Exchange  2002 - 2008
Central States Mortgage  2001 - 2002
Bachman Information Systems  1990 - 1994
Bachman Information systems  1991 - 1992
Yourdon Inc   1989 - 1991
USS King DDG-41   1985 - 1987

Education
Northwestern University   2007 — 2008
Certificate of Financial Planning

United States Naval Academy   1980 — 1984

Morristown High

Leena Das Rosile Leena Das Rosile Columbus, Ohio Area Details
Leena Das Rosile's Principal Financial Group Experience June 2009 - October 2010
Job Independent Financial Services Recruiter
Industry Financial Services
Experience
Ohio University  May 2010 - November 2011
Principal Financial Group   June 2009 - October 2010
The Principal Financial Group  June 2007 - May 2009
Northwestern Mutaul Financial Network   June 1998 - February 2007
Northwestern Mutual  2003 - 2007
Northwestern Mutual Financial Network  June 1998 - May 2001

Skills
Training, Recruiting, Leadership, Coaching, Management, Interviews, Project Management, Employee Benefits, Leadership Development, Sourcing, Insurance, Human Resources, Negotiation, Marketing, Deferred Compensation, Time Management, Employee Relations, Cold Calling, Talent Management, Talent Acquisition, College Recruiting, Team Building, Finance, Applicant Tracking..., Hiring

Education
Ohio University   2010 — 2011
MBA, General Business

The Ohio State University - The Max M. Fisher College of Business   1993 — 1998
Business, Finance

Boardman High School   1989 — 1993
High school diploma

Catherine Schaefer Catherine Schaefer Greater Boston Area Details
Catherine Schaefer's Principal Financial Group Experience PresidentNational Association of Women Business Owners Boston ChapterJuly 2008 - April 2009
Job Financial Advisor at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group   PresidentNational Association of Women Business Owners Boston ChapterJuly 2008 - April 2009

Education
Otterbein University
BS, Business Admin./Minor in Accounting w/ concentration in Finance

Sarah Lakos Sarah Lakos Basking Ridge, New Jersey Details
Sarah Lakos's Principal Financial Group Experience May 2014 - May 2015
Job Student at Penn State University
Industry Computer Software
Experience
GE Aviation  May 2015 - August 2015
Principal Financial Group   May 2014 - May 2015
Pizza Brothers   March 2010 - June 2012

Skills
Java, JavaScript, C++, Android Development, iOS Development, Human Computer..., User Interface Design, Front-end Development, CSS, HTML, AJAX, AngularJS, Back-end Development, Databases, Cassandra, SQL, Node.js, GruntJS, Ruby, Python, Microsoft Office, Microsoft Excel, Team Leadership, Microsoft Word, Sales, Customer Service, PowerPoint

Education
Penn State University   2012 — 2016
Bachelor’s Degree, Information Sciences and Technology, Senior

Ridge High School   2008 — 2012

Chris Bruni, CEBS, GBA Chris Bruni, CEBS, GBA Madison, Wisconsin Area Details
Chris Bruni, CEBS, GBA's Principal Financial Group Experience May 2004 - August 2004
Job Director of Sales & Security Administrative Services
Industry Insurance
Experience
Security Health Plan  October 2005 - Present
Unity Health Insurance  August 2004 - October 2005
Principal Financial Group   May 2004 - August 2004
Blue Cross & Blue Shield of Wisconsin/WellPoint   October 1994 - May 2004

Skills
Group Presentations, Listening Skills, Sales Management, Health Insurance, Sales, Strategic Planning, Strategy, Selling, Analysis, Insurance, Marketing, Medicare, Employee Benefits, Team Building, Managed Care, Claim, Sales Presentations, Leadership, Marketing Strategy, New Business Development, Business Strategy, Healthcare, Management, Budgets, Market Planning

Education
Northwestern University - Kellogg School of Management   2010 — 2012
Marketing

University of Pennsylvania - The Wharton School   2004 — 2009
GBA, CEBS, Employee Benefits

University of Saint Thomas - School of Business   2007 — 2008
Management Training Program

University of Wisconsin-Madison - School of Business   1986 — 1990
BBA, Finance, Administrative Management

Bret Bayley Bret Bayley Houston, Texas Area Details
Bret Bayley's Principal Financial Group Experience September 2004 - December 2006
Job Director, Strategy & Planning Clean Products & International
Industry Oil & Energy
Experience
Texon  February 2012 - Present
TexonLP   October 2008 - February 2012
Sirius Solutions LLLP  April 2007 - October 2008
Principal Financial Group   September 2004 - December 2006
Aon Consulting  September 2002 - September 2004
CIGNA HealthCare  December 1984 - September 2002

Skills
Mergers, Strategy, Business Development, Business Strategy, Management, Energy, Project Management, Mergers & Acquisitions, Leadership, Business Process, Contract Management, New Business Development, Project Planning, Sales, Petroleum, Strategic Planning

Education
Oklahoma State University   1979 — 1983

Darla Hill Darla Hill Greater Minneapolis-St. Paul Area Details
Darla Hill's Principal Financial Group Experience January 2006 - December 2008
Job Marketing at AV Genius
Industry Restaurants
Experience
AV Genius   January 2012 - Present
Principal Financial Group   January 2006 - December 2008

Skills
Advertising, Customer Service, Entrepreneurship, Event Management, Leadership, Marketing, Public Speaking, Sales, Small Business

Education
Oklahoma State University
Bachelor's degree, Management Science and Computer systems

Rajesh Chalamalasetti Rajesh Chalamalasetti Des Moines, Iowa Area Details
Rajesh Chalamalasetti's Principal Financial Group Experience April 2015 - Present
Job Sr Manager Analytic Consulting at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group   April 2015 - Present
Principal Financial Group   March 2012 - March 2015
Principal Financial Group   July 2003 - March 2012
Mahadev.com Ltd   September 1999 - December 2000

Skills
Analytics, Segmentation, Data Mining, SAS, Predictive Analytics, Business Intelligence, Leadership, Database Marketing, Insurance, Strategic Planning, Research, Market Research, Teradata, SAS programming, Data Analysis, Predictive Modeling, Business Analysis, Statistics, Analysis, Data Management, Statistical Modeling, Forecasting, Business Analytics, R, Problem Solving, Financial Analysis, Customer Relations, Competitive Analysis, Business Strategy, Data Modeling, SQL, SPSS, Strategy, big data, Web Intelligence, Web Analytics

Education
Oklahoma State University   2001 — 2003
MS, Management Information Systems

Osmania University   1997 — 1999
MBA, Marketing & Information Systems

Timothy T Willard Timothy T Willard Tulsa, Oklahoma Area Details
Timothy T Willard's Principal Financial Group Experience 1996 - 1999
Job Robotics Field Technician at CRTS
Industry Oil & Energy
Experience
CRTS  July 2014 - Present
Oklahoma State University Medical Center  2011 - 2014
United Home Lending   2001 - 2009
Oklahoma Department of Insurance   1999 - 2001
PRINCIPAL FINANCIAL GROUP   1996 - 1999
US Army and US Army Reserves   1989 - 1995

Skills
Cathodic Protection, Coatings Technology, Powder Coating, Coatings, Oil & Gas Industry, Corrosion, Sales Management, Healthcare, Insurance, Hospitals, New Business Development, Sales, Management, EMR, Public Speaking, Team Building, Experienced Sales..., Strategic Planning, Leadership, Healthcare Industry, Health Insurance, Outstanding..., Business Development, Project Management, Customer Service, Marketing, Networking, Nursing Care, High Organizational..., Sales Process, Goal Orientation, Contract Negotiation, Social Media, Sales Presentations, Outside Sales, Engaging Public Speaker, Computer Repair, Teaching, Computer Network..., Sales Operations, Marketing Strategy, Account Management, Microsoft Office, Consulting, Direct Sales, Budgets, Team Leadership, Customer Satisfaction, Coaching, Nursing Education

Education
Oklahoma State University
Bachelor’s Degree, Economics & Management

The American College
Chartered Life Underwriter, Chartered Financial Consultant, Life Underwriter Training Council Fellow, Financial Planning

Tulsa Community College
Associate’s Degree, Biological and Physical Sciences

Tulsa Technology Center-Lemley Campus
Practical Nursing, Nursing, 3.975

Rebecca Coughlin Rebecca Coughlin West Palm Beach, Florida Area Details
Rebecca Coughlin's Principal Financial Group Experience March 1993 - March 1997
Job Operations Manager/HR Administrator at TBG Services, Inc.
Industry Insurance
Experience
TBG Services, Inc.   September 2000 - August 2014
basys, Inc.   March 1997 - September 2000
Principal Financial Group   March 1993 - March 1997

Skills
Leadership, Management, Training, Human Resources, Recruiting, Employee Benefits, Employee Training, Project Management, Analysis, CRM, Employee Engagement, Budgets, Team Building, Resource Management, Performance Management, Interviews, Employee Relations, Change Management, Customer Service, Process Improvement

Education
Palm Beach Atlantic University   2007 — 2008
Bachelors, Organizational Management HR Concentration

Morgan Kleiderlein Morgan Kleiderlein San Francisco, California Details
Morgan Kleiderlein's Principal Financial Group Experience August 2014 - Present
Job Financial Services Representative, Princor Registered Representative, Financial Advisor
Industry Financial Services
Experience
Principal Financial Group   August 2014 - Present
Eastwick  February 2013 - July 2014
Monster Products   May 2012 - February 2013
Testi USA, Inc. (REBECCA)   May 2011 - December 2011
Testi USA, Inc. (REBECCA)   March 2010 - April 2011
Testi USA, Inc. (REBECCA)   September 2009 - August 2010
Testi USA, Inc. (REBECCA)   April 2009 - September 2009
Gregg Ruth and Co.   August 2008 - January 2009
Green Truck  January 2008 - July 2008
Softlink  July 2006 - November 2007

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, Retirement Planning, Salary Continuation

Education
Pepperdine University   2000 — 2004
Advertising, Marketing

Tammy Healey Tammy Healey Greater Grand Rapids, Michigan Area Details
Tammy Healey's Principal Financial Group Experience October 2012 - Present
Job Client Services Director at Principal Financial Group
Industry Insurance
Experience
Principal Financial Group   October 2012 - Present
Agent Alliance Corporation  July 2008 - May 2012
Agent Alliance Corporation  January 2002 - June 2008
Agent Alliance Corporation  July 2000 - January 2002
Sanford Insurance Group   February 1995 - July 2000
Olivet College  June 1993 - February 1995
Olivet College  June 1990 - June 1993

Skills
Human Resources, Operations Management, Customer Service, Employee Benefits, Health Insurance, Blue Cross Blue Shield..., Voluntary Employee..., Ancillary Benefits, Underwriting, Disability Insurance, Insurance, Benefits Administration, Life Insurance, Term Life Insurance, Long-term Care, Account Management, Leadership, Sales, Management, Customer Retention, Medicare

Education
Olivet College   1992 — 1997
BA, Business / Psychology

Joe Centofanti Joe Centofanti Greater New York City Area Details
Joe Centofanti's Principal Financial Group Experience August 2008 - June 2009
Job Relationship Manager at EMPOWER Retirement of GreatWest Financial
Industry Financial Services
Experience
EMPOWER Retirement  January 2011 - Present
Real Estate Investor  September 2004 - Present
Great-West Financial  April 2013 - Present
Great-West Financial  January 2011 - March 2013
Guardian Life Insurance  September 2009 - January 2011
Principal Financial Group   August 2008 - June 2009
Great-West Retirement Services  September 2006 - August 2008
MetLife Financial Services  January 2006 - September 2006
Diversified Investment Advisors  August 2001 - January 2006
AllianceBernstein  August 2000 - August 2001

Skills
Customer Relations, Series 7, Series 63, FINRA, Pensions, FINRA Series 6, Plan Design, 401k, Profit Sharing, Retirement, Series 6, Defined Benefit, Qualified Retirement..., Relationship Management, Mutual Funds, Retirement Planning, Employee Benefits

Education
Pace University-Pleasantville/Briarcliff Campus   1991 — 1996
BBA, Management Information Systems

Harrison High School   1987 — 1991

Brooke M. Harrison Brooke M. Harrison Atlanta, Georgia Details
Brooke M. Harrison's Principal Financial Group Experience March 2015 - Present
Job Regional Retirement Plan Specialist Georgia / VP Retirement Sales at The Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group   March 2015 - Present
Principal Financial Group   March 2010 - March 2015
The Principal Financial Group  February 2006 - March 2010

Skills
401k, Retirement Planning, Asset Allocation, Retirement, Alternative Investments, Sales, Insurance

Education
Penn State University   2001 — 2005
Bachelor of Science, Smeal College of Business, Finance

Sandra Kaufman Sandra Kaufman Portland, Oregon Area Details
Sandra Kaufman's Principal Financial Group Experience January 2012 - March 2013
Job Senior Account Executive at Portland Business Alliance
Industry Civic & Social Organization
Experience
Portland Business Alliance  April 2013 - Present
Principal Financial Group   January 2012 - March 2013
Lake Oswego Chamber of Commerce   October 2005 - May 2011
Express Employment Professionals  May 1994 - October 2005

Skills
Risk Management, Small Business, Budgets, Fundraising, Nonprofits, Marketing, Strategic Planning, Customer Service, Payroll, Public Speaking, Public Relations, Event Planning, Leadership, Time Management, Social Networking, Sales, Entrepreneurship, Team Building

Education
Oregon State University   1976 — 1981
Home Ec./Foods and Nutrition, Dietetics

Hillsboro High School

Dan Bishop www.bouldertile.com Dan Bishop www.bouldertile.com Boulder, Colorado Details
Dan Bishop www.bouldertile.com's Principal Financial Group Experience March 2001 - June 2002
Job Owner, Boulder Custom Tile & Stone, Inc.
Industry Glass, Ceramics & Concrete
Experience
Boulder Custom Tile & Stone, Inc.   1990 - Present
Principal Financial Group   March 2001 - June 2002
Transamerica Capital  March 2000 - March 2001
JPMorgan/ American Century Retirement Plan Services   June 1997 - March 2000

Education
Pensacola Christian College

Sue Askland Sue Askland Des Moines, Iowa Area Details
Sue Askland's Principal Financial Group Experience July 2004 - Present
Job Benefits Adm Analyst
Industry Insurance
Experience
Principal Financial Group   July 2004 - Present

Skills
Health Insurance, Disability Insurance, Underwriting, Life Insurance, Term Life Insurance, Leadership, Customer Service

Education
Northwest Missouri State University   1982 — 1986

Mason Billock, CFP®, CAIA Mason Billock, CFP®, CAIA San Francisco Bay Area Details
Mason Billock, CFP®, CAIA's Principal Financial Group Experience October 2004 - July 2007
Job Executive Director at Hatteras Funds
Industry Financial Services
Experience
Hatteras Funds  October 2013 - Present
Arrow Funds  June 2008 - October 2013
Principal Financial Group   October 2004 - July 2007
Principal Financial Group   October 2004 - October 2005

Skills
Investments, Funding, Alternative Investments, Series 7, Mutual Funds, ETFs, Managed Futures, Commodity Markets, Securities, Asset Management, Asset Allocation, Series 63, Portfolio Management, Wealth Management, Strategic Financial..., Fixed Income, Investment Strategies, Investment Management, Equities, Investment Advisory, Hedge Funds, Derivatives, Capital Markets

Education
Ohio University   1998 — 2002
BS, Finance

Denise Novak Denise Novak Des Moines, Iowa Area Details
Denise Novak's Principal Financial Group Experience September 1990 - Present
Job Sr Quality Assurance Analyst at Principal Financial Group
Industry Information Technology and Services
Experience
Principal Financial Group   September 1990 - Present
Wells Fargo  November 2006 - September 2007

Skills
Quality Center, Test Planning, Software Quality..., Test Cases, User Acceptance Testing, Manual Testing, Regression Testing, SoapUI, SQL, Agile Methodologies, Requirements Analysis, Software Documentation, SharePoint, Test Management, Business Requirements, System Testing, Testing, Test Strategy, Requirements Gathering, Quality Assurance, SDLC, Analysis, Databases, MS Project, Business Process, Business Analysis, Agile Testing, CICS, Defect Tracking, Defect Life Cycle, Resource Management, XML, Functional Requirements, Integration Testing, Microsoft SQL Server, JCL, Data Warehousing

Education
Peru State College   1985 — 1986

Shahnaz Razvi, RFC, CLTC, LUTCF Shahnaz Razvi, RFC, CLTC, LUTCF Roseville, California Details
Shahnaz Razvi, RFC, CLTC, LUTCF's Principal Financial Group Experience November 2013 - June 2014
Job VP Sales, Accelerated Retirement Benefits Extreme Tax Relief for Individuals and high net worth business owners
Industry Financial Services
Experience
Accelerated Retirement Benefits   August 2015 - Present
Kingsview Asset Management, LLC   October 2014 - Present
Principal Financial Group   November 2013 - June 2014
New York Life Insurance Company  January 2007 - December 2012
NYLIFE Securities LLC.  January 2007 - December 2012
Wells Fargo Bank  November 2005 - January 2007

Skills
Financial Services, Retirement Planning, Fixed Annuities, Life Insurance, Retirement, Estate Planning, Student Financial Aid, Investments, IRAs, Long-term Care, Employee Benefits, Wealth, Business Analysis, Health Insurance..., Mutual Funds, Insurance, Disability Insurance, Finance, Securities, Series 7, Extreme Tax Relief, Business Owner Solutions

Education
Osmania University   1973 — 1976
Bachelor of Arts (BA), English Literature, Psychology and Philosophy

Rosary Convent High School   1961 — 1971

Jennifer Zohrer Jennifer Zohrer Des Moines, Iowa Area Details
Jennifer Zohrer's Principal Financial Group Experience December 2005 - June 2009
Job Business Analyst
Industry Financial Services
Experience
Principal Financial Group   December 2005 - June 2009
Principal Financial Group   March 1999 - December 2005
Principal Financial Group   1996 - 1999

Skills
Business Analysis, Project Management, Business Requirements, Functional Requirements, CRM Databases, User Acceptance Testing, Defect Tracking, Relationship Building, Database Reporting..., Business Objects, Call Centers, Sales Operations, Telephony, IVR - Interactive Voice..., Call Routing, CMS - Call Management..., Call Reporting, CTI - Computer..., Investments, Sales, Retirement Planning, 401k, IRAs, Series 7, Series 65, Series 63, Investment Advisory, Insurance, Brokerage Accounts, Securities, Life Insurance, Mutual Funds, Fixed Annuities, Variable Annuities, Bank Products, Strategy, Investment Strategies, Asset Allocation, Wealth Management, Risk Management, Certified Financial..., Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Employee Training, Marketing, Negotiation, Communication, Troubleshooting

Education
Northwestern University   1990 — 1994
Bachelors, Economics

Pramod Sangani Pramod Sangani Greater Philadelphia Area Details
Pramod Sangani's Principal Financial Group Experience January 2005 - November 2005
Job Senior Software Engineer at Infor
Industry Computer Software
Experience
Infor  May 2009 - Present
FedEx Services  December 2007 - April 2009
Biogen Idec  August 2006 - December 2007
PrimeRevenue  November 2005 - July 2006
Principal Financial Group   January 2005 - November 2005
Emoticon Solutions   March 2004 - November 2004

Skills
SQL, Agile Methodologies, SOA, Hibernate, Spring, Tomcat, SDLC, JSTL, JSP, Java Enterprise Edition, Databases, Java, Software Development, Scrum, Oracle, Design Patterns, PL/SQL, Weblogic, Web Services, Testing, Struts, Spring Framework

Education
Osmania University   2000 — 2002
Master's degree, Business Administration and Management, General

Osmania University   1996 — 1999
Bachelor's degree, Mathematics

Donna Patton Donna Patton Kansas City, Missouri Area Details
Donna Patton's Principal Financial Group Experience April 1979 - Present
Job Financial Advisor at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group   April 1979 - Present

Skills
401 (k), 403 (b), SEP &..., Disability Income..., Annuities (Variable &..., Business Continuation..., Financial Needs Analysis, Term Life Insurance, Charitable Giving, College Funding..., Long-Term Care Insurance, Deferred Compensation..., Mutual Funds, Pension Plans, Whole Life Insurance, Universal Life Insurance, Informal Business...

Education
Northwestern University
Mathematics

University of Cincinnati
Mathematics

Matt Rupp Matt Rupp Des Moines, Iowa Area Details
Matt Rupp's Principal Financial Group Experience March 2000 - Present
Job Financial Accounting Analyst at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group   March 2000 - Present

Education
Northwest Missouri State University   1989 — 1993
B.S., Finance

Chris Roske Chris Roske Des Moines, Iowa Area Details
Chris Roske's Principal Financial Group Experience November 2008 - Present
Job Principal Financial Group
Industry Information Technology and Services
Experience
Principal Financial Group   November 2008 - Present
Genesis 10  April 2004 - November 2008
Rockwell Collins  1996 - 2004

Skills
Requirements Analysis, SDLC, Business Analysis, Process Improvement, User Acceptance Testing

Education
Nova Southeastern University   1997 — 1999
MBA, Business Administration

Wartburg College   1994 — 1996
Bachelor of Business Administration (BBA), Business Administration and Management, General

Waldorf College   1991 — 1993
Associate of Arts (AA), Business Administration

Christine Powers Christine Powers Greater Detroit Area Details
Christine Powers's Principal Financial Group Experience September 2004 - September 2006
Job at
Industry Insurance
Experience
LSG Insurance Partners  July 2013 - Present
LSG Insurance Partners  September 2006 - July 2013
Principal Financial Group   September 2004 - September 2006
Allied Group Insurance Services   January 2002 - June 2004
Lease Corporation of America  1997 - 2000

Skills
Account Management, Strategy, Strategic Planning, Risk Management, New Business Development, Sales Management, Competitive Analysis, Analysis, Public Speaking, Process Improvement, CRM, Leadership, Research, Business Development, Training, Management, Social Media

Education
Oakland University

Sheron Blaylock Sheron Blaylock Houston, Texas Area Details
Sheron Blaylock's Principal Financial Group Experience 1996 - 2005
Job Director of HR Operations at Fort Bend ISD
Industry Education Management
Experience
Fort Bend ISD  2013 - Present
Fort Bend ISD  2009 - 2013
Fort Bend Independent School District  2007 - 2009
Alief ISD  2006 - 2007
Principal Financial Group   1996 - 2005

Skills
Group 1 - Health/Life..., Employee Benefits, Benefits Administration, Onboarding, HRIS, Human Resources, FMLA, Performance Management, Talent Management, Interviews, Employee Relations

Education
University of Phoenix   2009 — 2011
Master of Business Administration (M.B.A.), Human Resources Management and Services

Our Lady of the Lake University   1997 — 2001
Bachelor of Arts (B.A.), Psychology

Julieann Hasler Julieann Hasler Indianapolis, Indiana Area Details
Julieann Hasler's Principal Financial Group Experience January 2005 - October 2006
Job Registered Dietitian
Industry Hospital & Health Care
Experience
Fresenius Medical Care  October 2013 - Present
Triplets + 1   April 2009 - Present
DaVita  October 2006 - April 2009
Principal Financial Group   January 2005 - October 2006

Skills
Healthcare, Health Education, Nutrition, Health Promotion, Wellness, Medical Nutrition..., Renal Nutrition, Hospitals, Dietetics, Public Speaking, Clinical Nutrition, Leadership, Dialysis, Enteral Nutrition, Nutrition Education, Parenteral Nutrition, Coaching, Managed Care, Strategic Planning, Heart Disease

Education
University of Kentucky   1997 — 1999
Master's degree, Dietetics and Clinical Nutrition Services

Penn State University   1994 — 1997
Bachelor's degree, Nutrition Sciences

Bob Bednar Bob Bednar Greater Philadelphia Area Details
Bob Bednar's Principal Financial Group Experience July 1994 - April 1995
Job Senior Director, Channel Strategies at Navient
Industry Financial Services
Experience
Navient  October 2014 - Present
Mass Marketing Insurance Group  July 2006 - June 2014
Mass Marketing Insurance Group  May 2002 - July 2006
Mass Marketing Insurance Group  February 1996 - May 2002
Flagship Cleaning Services   April 1995 - January 1996
Principal Financial Group   July 1994 - April 1995

Skills
Marketing Strategy, Direct Marketing, Call Centers, Vendor Management, Operations Management, Program Implementation, Strategy Implementation, Data Analysis, Mathematics, Database Marketing, Inbound Marketing, Marketing Operations, Call Center Development, Partnership Marketing, Workforce Management, Process Improvement, Account Management, Business Development, Lead Generation, CRM, Management, Strategic Planning, Leadership, Sales Management, Customer Experience, Multi-channel Marketing, Sales, Insurance, Customer Acquisition, Telemarketing, Customer Retention, Retention Strategies

Education
Pennsylvania State University-Great Valley Graduate Center   1998 — 2001
MBA

University of Scranton   1990 — 1994
BS, Marketing / Mathematics

Holly Donovan, MBA, CRPS Holly Donovan, MBA, CRPS Greater Atlanta Area Details
Holly Donovan, MBA, CRPS's Principal Financial Group Experience December 2003 - August 2006
Job Sr. Defined Contribution Marketer at Invesco Ltd.
Industry Investment Management
Experience
Invesco Ltd.  January 2010 - Present
Hartford Life  January 2007 - December 2010
Principal Financial Group   December 2003 - August 2006
Benefit Services Corporation  1999 - 2003

Skills
Marketing Communications, Retirement, Retirement Planning, Leadership, Investments, Series 7, Pensions, Employee Benefits, CRM, Defined Contribution, Market Research, Competitive Analysis, Financial Services, Public Speaking, Series 63, Mutual Funds, Asset Allocation, Access, 401k, Project Management, Series 6, Product Development, Fixed Annuities, Asset Management, Relationship Management, FINRA, Marketing, Qualified Retirement..., Retirement Plan..., Institutional..., Investment Strategies, 403 b, Defined Benefit, Alternative Investments, Series 65, Series 24, Investment Advisory

Education
Oglethorpe University
MBA

Marisa McClimon Marisa McClimon Des Moines, Iowa Area Details
Marisa McClimon's Principal Financial Group Experience August 1998 - November 2000
Job Work Comp Claims Adjuster
Industry Insurance
Experience
EMC Insurance  September 2013 - Present
Continental Western Group  November 2000 - August 2013
Principal Financial Group   August 1998 - November 2000

Skills
Workers Compensation, Insurance, Litigation, Claim, Medicare, Claims Management, Managed Care, Commercial Insurance, Negotiation, Claim Investigation, Claims Handling, Claims Resolution, Workers' Compensation..., Customer Service, Customer Engagement, Compliance, HIPAA, ISO, Commercial Litigation, Mediation, Medical Terminology, Time Management, State Work Comp..., Commercial Lines

Education
Northwest Missouri State University

Travis Gaule Travis Gaule Des Moines, Iowa Details
Travis Gaule's Principal Financial Group Experience September 2012 - Present
Job Senior Education Benefit Specialist Institutional Retire Secure at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group   September 2012 - Present
Principal Financial Group   June 2008 - September 2012

Skills
Retirement Planning, Fixed Annuities, Business Analysis, Strategic Financial..., Wealth Management, Disability Insurance, IRAs, Process Improvement

Education
Northwest Missouri State University   1995 — 1998
Bachelor of Arts (B.A.), Secondary Education/Physics Minor

Southwestern Community College   1993 — 1995
Associate of Arts (A.A.), Pre-Engineering

Jim Sturgeon Jim Sturgeon Canal Fulton, Ohio Details
Jim Sturgeon's Principal Financial Group Experience January 2003 - Present
Job Sr. Relationship Manager at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group   January 2003 - Present
Victory Capital Management  1977 - 2002
KeyCorp  1977 - 2002

Skills
Series 7, Series 65, Strategic Financial..., Securities, Investment Management, Fixed Income, Equities, Portfolio Management, Fiduciary, Fixed Annuities, Financial Analysis, IRAs, Non-Qualified Deferred..., Investment Strategies, Relationship Management, Banking, Financial Planning

Education
Ohio University   1974 — 1977
Accounting

North Olmsted Sr. High School   1969 — 1973

Scott Detwiler Scott Detwiler Greater Philadelphia Area Details
Scott Detwiler's Principal Financial Group Experience August 2004 - April 2006
Job Customer Service Lead at Pennsylvania Higher Education Assistance Agency
Industry Financial Services
Experience
Pennsylvania Higher Education Assistance Agency (PHEAA)   June 2013 - Present
Fidelity Investments  April 2007 - January 2013
TIAA-CREF  April 2006 - April 2007
Principal Financial Group   August 2004 - April 2006
The Vanguard Group  October 1995 - August 2004

Skills
Retirement Planning, Retirement, Financial Services, Mutual Funds, Series 7, 401k, Asset Allocation, Relationship Management, Series 63, Defined Benefit, Pensions, Fixed Annuities, Securities, Investment Advisory, Financial Advisory, Investment Management, Series 6, Series 66, Defined Contribution, Student Loans

Education
Temple University   1990 — 1992
B.A., Criminal Justice

Penn State University   1982 — 1984

Maria Luehr Maria Luehr Greater Nashville Area Details
Maria Luehr's Principal Financial Group Experience February 2005 - Present
Job Account Executive at Principal Financial Group
Industry Insurance
Experience
Principal Financial Group   February 2005 - Present
HealthSpring USA   February 2004 - February 2005
BlueCross BlueShield of Oregon (Regence Group)   August 2001 - January 2004
The Regence Group  August 1999 - January 2004
VanNatta Public Relations, Inc  October 1999 - August 2001
Air BP Aviation Services   April 1994 - October 1999

Education
Oregon State University   1989 — 1993
BS

Oregon State University
B.S, Political Science & Public Administration

Rick Knoll Rick Knoll Greater Atlanta Area Details
Rick Knoll's Principal Financial Group Experience Business Development ManagerIndymac BankMarch 2003 - September 2008
Job Financial Services Representative at Principal Financial Group
Industry Insurance
Experience
Principal Financial Group   Business Development ManagerIndymac BankMarch 2003 - September 2008

Education
Ohio University
BS, Communications

AJ Palmgren AJ Palmgren Des Moines, Iowa Area Details
AJ Palmgren's Principal Financial Group Experience June 1997 - September 2004
Job Investment Fund Management, Real Estate Investment and Development
Industry Commercial Real Estate
Experience
Bullseye Capital Real Property Opportunity Fund, LLC   December 2013 - Present
JG Mellon   September 2013 - Present
JLR Capital   January 2010 - Present
Kum & Go  2011 - 2011
Principal Financial Group   June 1997 - September 2004

Skills
Asset Managment, Property Management, Real Estate, Investments, Investment Properties, Asset Management, Real Estate Due..., Real Estate Economics, Funding, Brokerage, Negotiation, Start-ups, Real Estate Financing, Commercial Real Estate, Portfolio Management, Due Diligence, Finance, Real Estate Transactions

Education
Olivet Nazarene University   1990 — 1992

Ryan Sears Ryan Sears Des Moines, Iowa Area Details
Ryan Sears's Principal Financial Group Experience March 2011 - Present
Job IT System Analyst Sr at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group   March 2011 - Present
Principal Financial Group   March 2006 - March 2011
Principal Financial Group   March 2002 - February 2006

Skills
Business Objects, SAS, Informatica, Data Warehousing, DB2, SDLC, Requirements Gathering, Business Requirements, Data Modeling, Business Analysis, Visio, Systems Analysis, ETL, SharePoint

Education
Northwest Missouri State University   1996 — 2000
B.S., Management/Marketing

Jondan Smith Jondan Smith Columbus, Ohio Area Details
Jondan Smith's Principal Financial Group Experience October 2005 - March 2010
Job Claim Operations Supervisor at Aetna
Industry Financial Services
Experience
Aetna  June 2014 - Present
Aetna  March 2013 - Present
Aetna  June 2010 - March 2013
Principal Financial Group   October 2005 - March 2010

Skills
Employee Benefits, Health Insurance, Claim, Insurance, Medicare, Medicaid, Process Improvement, Underwriting, Benefits Administration, Outlook, Customer Service, Microsoft Excel, Life Insurance, Microsoft Office, Data Entry, Team Building

Education
Ohio University   1994 — 1999

Chris Butcher Chris Butcher Dublin, Ohio Details
Chris Butcher's Principal Financial Group Experience March 2014 - Present
Job Managing Director at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group   March 2014 - Present
Principal Financial Group   October 2011 - Present
Huntington National Bank  February 2010 - October 2011
Huntington National Bank  December 2008 - January 2010
Huntington National Bank  March 2005 - December 2008
McCloy Financial Services  June 2004 - March 2005

Skills
Series 7, Series 63, Variable Annuities, Series 6, Fixed Annuities, Estate Planning, Asset Allocation, Buy-sell Agreements, Buy-Sell Review, Charitable Giving, Business Overhead..., College Funding..., Deferred Compensation..., Disability Income..., Executive Benefits..., Financial Needs Analysis, Income Protection, Informal Business..., Roth IRA, Traditional IRA, 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

Education
Otterbein College   2001 — 2005
Bachelor of Science, Finance

Chuck Kietzman Chuck Kietzman Oklahoma City, Oklahoma Area Details
Chuck Kietzman's Principal Financial Group Experience 2015 - 2015
Job Life & Health Agent specializing in Long Term Care
Industry Insurance
Experience
Genworth Financial  2006 - Present
Principal Financial Group   2015 - 2015
Principal Financial Group   2015 - 2015
Principal Financial Group   2015 - 2015
Southern Nazarene University  January 2003 - December 2004
American Fidelity  1988 - 2002

Skills
Life Insurance, Insurance, Long-term Care, Long Term Care Insurance, Fixed Annuities, Term Life Insurance, Disability Insurance, Health Insurance, Whole Life, Universal Life, Medicare, Variable Annuities, Variable Life, Mutual Funds

Education
Oklahoma State University   1981 — 1982
Master of Science (M.S.), Consumer Resources

Oklahoma State University   1978 — 1982
Bachelor of Science (B.S.), Marketing

Anna Braner, RPLU, AIS, AINS Anna Braner, RPLU, AIS, AINS Greater Minneapolis-St. Paul Area Details
Anna Braner, RPLU, AIS, AINS's Principal Financial Group Experience December 2005 - December 2007
Job Senior Healthcare Underwriter at Arch Insurance Group
Industry Insurance
Experience
Arch Insurance Group  December 2013 - Present
Arch Insurance Group  May 2012 - December 2013
Arch Insurance Group  July 2009 - May 2012
Larkin Insurance Agency   May 2008 - August 2008
Principal Financial Group   December 2005 - December 2007
Amerisure Insurance  June 2007 - August 2007

Skills
Underwriting, Risk Management, Microsoft Excel, Property & Casualty..., Commercial Insurance, Casualty, Commercial Lines, Liability, Insurance, General Insurance, Professional Liability, Excess

Education
Olivet College   2006 — 2009
BA, Insurance and Risk Management, Mathematics

Simpson College   2005 — 2006

DAVID SCIOLLA DAVID SCIOLLA Greater Philadelphia Area Details
DAVID SCIOLLA's Principal Financial Group Experience January 1984 - January 1987
Job
Industry Insurance
Experience
Sciolla insurance Agency   January 1987 - Present
Principal Financial Group   January 1984 - January 1987
Prudential  January 1977 - January 1984

Education
Philadelphia University   1972 — 1976
Finance and Financial Management Services

The American College
Insurance

Diana Holloway Diana Holloway Greater Los Angeles Area Details
Diana Holloway's Principal Financial Group Experience April 2001 - February 2004
Job Benefits Account Manager at Precision Manufacturing Insurance Services
Industry Insurance
Experience
Precision Manufacturing Insurance Services   April 2014 - Present
Kaiser Permanente  April 2013 - April 2014
Wood Gutmann & Bogart Insurance Brokers  August 2006 - June 2011
Allen Lawrence & Associates   February 2004 - August 2006
Principal Financial Group   April 2001 - February 2004

Skills
Employee Benefits, Underwriting, Commercial Insurance, Workers Compensation, Long-term Care, Benefits Administration, Payroll, Disability Insurance, Property & Casualty..., Onboarding, Claim, Health Savings Accounts, Brokers, Health Insurance, Sales, Insurance, Customer Service, Open Enrollment, Accident, Term Life Insurance, Health Care Reform, Self-funded, Group Insurance, Group Medical

Education
Penn State University   2010 — 2013
Masters, Human Resources

University of La Verne   2005 — 2010
Masters, Business

University of La Verne   2000 — 2005
Bachelors, Organizational Management

Ernie Ash Ernie Ash Cleveland/Akron, Ohio Area Details
Ernie Ash's Principal Financial Group Experience January 1982 - December 2008
Job Owner at ERA Benefits
Industry Insurance
Experience
ERA Benefits   January 2009 - Present
Principal Financial Group   January 1982 - December 2008

Skills
Sales, Insurance, Employee Benefits, Fixed Annuities, Disability Insurance, Life Insurance, Term Life Insurance, Retirement Planning, 401k, Strategic Planning, Property & Casualty..., New Business Development, Account Management, Team Building, Process Improvement, Medicare, General Insurance, Workers Compensation

Education
Ohio University   1968 — 1972
Business

Strongsville High School   1965 — 1968

Kevin Gress Kevin Gress Glenwood, Iowa Details
Kevin Gress's Principal Financial Group Experience October 2000 - October 2002
Job Experienced software analyst/programmer
Industry Hospital & Health Care
Experience
Catholic Health Initiatives  December 2013 - Present
The Nebraska Medical Center  January 2013 - December 2013
Iowa Health System  2003 - 2011
Mayo Clinic  April 2003 - September 2003
Principal Financial Group   October 2000 - October 2002
Applied Communications, Inc.   1996 - 1998
Idelman Telemarking, Inc.   1993 - 1994

Skills
19 years in the IT field, Excellent interpersonal..., Attention To Detail, Work done on time and..., Epic Systems, Visio, SharePoint, SDLC, Microsoft SQL Server, SQL, Inpatient, Business Objects, Healthcare Information..., Databases, Windows, Software Development, Software Documentation, Data Warehousing, Crystal Reports, HTML, Analysis, Requirements Analysis, Software Implementation, HL7, CPOE, Integration, HIPAA, Reporting Systems, Troubleshooting, Informatics, EHR, Active Directory, System Administration, Disaster Recovery, EMR, COBOL, Process Improvement, RIS, T-SQL, PACS, Business Analysis

Education
Northwest Missouri State University   1988 — 1992
BS, Computer Science

high school   1984 — 1988

Josh Craig Josh Craig West Des Moines, Iowa Details
Josh Craig's Principal Financial Group Experience March 2015 - Present
Job Internal wholesaler
Industry Insurance
Experience
Principal financial group   March 2015 - Present
Principal Financial Group   September 2013 - March 2015
Aerotek  September 2012 - July 2013
John Q Hammons  January 2012 - September 2012
John Q. Hammons Hotels & Resorts   May 2011 - December 2011
Nick's Bar & Grill   May 2010 - August 2010

Skills
Hospitality Management, Banquets, Hospitality Industry, Food & Beverage, Hospitality, Catering, Micros, Hotel Management, Hotels, Meeting Planning, Front Office, Revenue Analysis, Customer Service, Property Management..., Event Planning, Restaurants, Fine Dining, Event Management, Restaurant Management, Resorts, Recruiting, Sales, Marketing Strategy, Hiring, Employee Relations, Time Management, Training, Employee Training, Human Resources, Interviews, Leadership, Networking, Onboarding, Team Building, Internet Recruiting, Management, Cold Calling, Teamwork, Social Networking, Building Relationships, Coaching, Outlook, Screening, Sourcing, New Hire Orientations, Staffing Services, College Recruiting, Talent Acquisition, Applicant Tracking..., Temporary Placement

Education
Northwest Missouri State University   2007 — 2011
Bachelor's degree, Restaurant/Food Services Management

Kevin Buse Kevin Buse Omaha, Nebraska Details
Kevin Buse's Principal Financial Group Experience May 2008 - August 2008
Job Developer at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade  March 2013 - Present
Airlite Plastics Co  May 2009 - January 2013
Northwest Missouri State University  January 2007 - May 2009
Principal Financial Group   May 2008 - August 2008

Skills
Visio, Access, Quality Assurance, Process Improvement, Iso 9000, Root Cause Analysis, Quality Control, Automation, Software Documentation, Product Development, Project Management, Continuous Improvement, Databases, Analysis

Education
University of Nebraska at Omaha   2012 — 2014
Master's degree, Computer Science

Northwest Missouri State University   2005 — 2009
Bachelor of Science (BS), Computer Science

Ann Dennedy Ann Dennedy Albuquerque, New Mexico Details
Ann Dennedy's Principal Financial Group Experience January 1998 - December 1999
Job Retired
Industry Financial Services
Experience
Bank of America Merrill Lynch  April 2001 - August 2014
Bold Financial Group   April 2000 - April 2001
Principal Financial Group   January 1998 - December 1999

Education
Old Dominion University   1982 — 1986
Bachelor’s Degree, Fine and Studio Arts

Carrie Gear Carrie Gear Cumming, Iowa Details
Carrie Gear's Principal Financial Group Experience December 2004 - August 2007
Job Sr.Communication Strategist at Principal Funds
Industry Financial Services
Experience
Principal Funds  October 2014 - Present
Gear Communication Services, LLC   December 2007 - September 2014
Principal Financial Group   December 2004 - August 2007
Principal Global Investors  November 2001 - December 2004
Palm Beach Atlantic University  August 1998 - July 2001

Skills
Marketing Communications, Retirement, Financial Services, Investments, Marketing..., Writing, Event Planning, Event Management, Social Media Marketing, Strategic Communications, Team Management, Consulting, Project Management, Vendor Management, Email Marketing, Digital Communication...

Education
Northwestern College   1994 — 1998
Bachelor of Arts (B.A.), Business Communications

Jonathan Tjeerdsma Jonathan Tjeerdsma Des Moines, Iowa Area Details
Jonathan Tjeerdsma's Principal Financial Group Experience June 2006 - Present
Job IT Application Analyst at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group   June 2006 - Present
Northwestern College  August 2005 - May 2006
Principal Financial Group   June 2005 - August 2005

Skills
Java, Adobe LiveCycle, Lyris ListManager, SharePoint, DB2

Education
Northwestern College   2002 — 2006
Bachelor of Arts (BA), Computer Science

Nichole Bishop Nichole Bishop Norwalk, Iowa Details
Nichole Bishop's Principal Financial Group Experience November 2007 - Present
Job Learning and Development Specialists IV at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group   November 2007 - Present

Skills
401k, Investments, Series 6, Retirement Planning, Series 7, Retirement

Education
Northwest Missouri State University
Bachelor's degree, Business

Emerson Wilson Emerson Wilson Spokane, Washington Details
Emerson Wilson's Principal Financial Group Experience June 2005 - Present
Job
Industry Financial Services
Experience
Principal Financial Group   June 2005 - Present

Education
Pacific Lutheran University   1987 — 1991
Bachelor's Degree, Marketing

Select page



Similar Companies