Principal Financial Group
Industry: Financial investment management company
DescriptionThe Principal Financial Group is a global financial investment management and insurance company headquartered in Des Moines, Iowa. Headquarters: Des Moines, Iowa, United States CEO: Daniel Joseph Houston (18 Aug 2015–) Assets under management: 692.4 billion USD (2017) Subsidiaries: Principal Securities, Inc.,
Principal Financial Group List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Principal Financial Group. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Principal Financial Group Employees
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Principal Financial Group May 2011 - Present
Principal Financial Group 2011 - 2011
Education
Osmania University 2000 — 2003
Masters, Computers
Sree chaitanya
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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)
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Principal Financial Group March 2000 - Present
Education
Northwest Missouri State University 1989 — 1993
B.S., Finance
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
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
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
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
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
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
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
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
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
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
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
Principal Financial Group Business Development ManagerIndymac BankMarch 2003 - September 2008
Education
Ohio University
BS, Communications
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Principal Financial Group June 2005 - Present
Education
Pacific Lutheran University 1987 — 1991
Bachelor's Degree, Marketing