Principal Financial Group
Industry: Financial investment management company
DescriptionThe Principal Financial Group is a global financial investment management and insurance company headquartered in Des Moines, Iowa. Headquarters: Des Moines, Iowa, United States CEO: Daniel Joseph Houston (18 Aug 2015–) Assets under management: 692.4 billion USD (2017) Subsidiaries: Principal Securities, Inc.,
Principal Financial Group List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Principal Financial Group. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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8,325 Principal Financial Group employees in database. Find out everything there's to know about Principal Financial Group employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Principal Financial Group Employees
Employee
Years
Job
Industry
Colin Rennich, CFP® Colin Rennich, CFP®'s Principal Financial Group Experience 2009 - 2012
Job Director of Sales at Pekin Singer Strauss Asset Management Appleseed Fund
Industry Financial Services
Experience
Pekin Singer Strauss Asset Mangement 2012 - Present
Principal Financial Group 2009 - 2012
American Express / Ameriprise Financial May 2003 - October 2009
Skills
Mutual Funds, Investments, Investment Advisory, Socially Responsible..., Certified Financial..., Wealth Management, Securities, Asset Managment, Separately Managed...
Education
Purdue University 1999 — 2003
Pekin Singer Strauss Asset Mangement 2012 - Present
Principal Financial Group 2009 - 2012
American Express / Ameriprise Financial May 2003 - October 2009
Skills
Mutual Funds, Investments, Investment Advisory, Socially Responsible..., Certified Financial..., Wealth Management, Securities, Asset Managment, Separately Managed...
Education
Purdue University 1999 — 2003
Tom Kilfoyle Tom Kilfoyle's Principal Financial Group Experience February 2007 - December 2008
Job “Helping business owners protect, preserve, and pursue more value from their business, more tax efficiently!”®
Industry Investment Management
Experience
Footnote Journal LLC (OBA) April 2004 - Present
AXA Advisors February 2010 - Present
Principal Financial Group February 2007 - December 2008
National Australia Bank May 1989 - February 2002
Norton Simmon Inc. 1977 - 1989
Skills
Portfolio Management, Strategic Planning, Enterprise Risk..., Exit Strategies, Succession Planning, TOLI, ESOP, Life Insurance, NQ Deferred Compensation, Free Cash Flow, Business Continuation..., Buy-sell Agreements, Defined Contribution, Finance
Education
University of Colorado at Boulder 1972 — 1976
Bachelor of Science Finance
University of Colorado at Boulder - Leeds School of Business 1972 — 1976
Bachelor of Science, Finance
Regis University 1971 — 1972
Regis High School--Denver, Co 1968 — 1972
Footnote Journal LLC (OBA) April 2004 - Present
AXA Advisors February 2010 - Present
Principal Financial Group February 2007 - December 2008
National Australia Bank May 1989 - February 2002
Norton Simmon Inc. 1977 - 1989
Skills
Portfolio Management, Strategic Planning, Enterprise Risk..., Exit Strategies, Succession Planning, TOLI, ESOP, Life Insurance, NQ Deferred Compensation, Free Cash Flow, Business Continuation..., Buy-sell Agreements, Defined Contribution, Finance
Education
University of Colorado at Boulder 1972 — 1976
Bachelor of Science Finance
University of Colorado at Boulder - Leeds School of Business 1972 — 1976
Bachelor of Science, Finance
Regis University 1971 — 1972
Regis High School--Denver, Co 1968 — 1972
Kathleen Finnin Fratangeli Kathleen Finnin Fratangeli's Principal Financial Group Experience May 1995 - March 1996
Job VP Financial Consultant at Charles Schwab
Industry Investment Management
Experience
Charles Schwab March 2014 - Present
Charles Schwab May 2011 - March 2014
Charles Schwab November 2008 - November 2010
JPMorgan Private Client Services March 2005 - November 2008
TD Waterhouse October 2003 - January 2005
Charles Schwab October 1999 - February 2002
Banc One Securities (JPMorgan Asset Management) August 1997 - October 1999
Principal Financial Group May 1995 - March 1996
Education
Robert Morris University
BSBA, Organizational Leadership
Western Beaver High School
Charles Schwab March 2014 - Present
Charles Schwab May 2011 - March 2014
Charles Schwab November 2008 - November 2010
JPMorgan Private Client Services March 2005 - November 2008
TD Waterhouse October 2003 - January 2005
Charles Schwab October 1999 - February 2002
Banc One Securities (JPMorgan Asset Management) August 1997 - October 1999
Principal Financial Group May 1995 - March 1996
Education
Robert Morris University
BSBA, Organizational Leadership
Western Beaver High School
Kelly Wilhelme Kelly Wilhelme's Principal Financial Group Experience November 2006 - August 2015
Job Inbound Marketing Project Manager at Weidert Group
Industry Financial Services
Experience
Weidert Group August 2015 - Present
Principal Financial Group November 2006 - August 2015
Golden Rule Community Credit Union 2002 - 2008
Reiman Publications May 2006 - August 2006
Skills
Employee Benefits, 401k, Retirement, Financial Services, Corporate Communications, Public Speaking, Marketing Communications, Strategic Planning, Social Media, ESOP, Project Management, Leadership, Adobe Creative Suite, Page layout, Copywriting and editing, Creative Direction, Employee Stock..., Employee communication, Inbound Marketing
Education
Ripon College
Bachelor of Arts, English, Business Administration
Weidert Group August 2015 - Present
Principal Financial Group November 2006 - August 2015
Golden Rule Community Credit Union 2002 - 2008
Reiman Publications May 2006 - August 2006
Skills
Employee Benefits, 401k, Retirement, Financial Services, Corporate Communications, Public Speaking, Marketing Communications, Strategic Planning, Social Media, ESOP, Project Management, Leadership, Adobe Creative Suite, Page layout, Copywriting and editing, Creative Direction, Employee Stock..., Employee communication, Inbound Marketing
Education
Ripon College
Bachelor of Arts, English, Business Administration
Richard Wireman Richard Wireman's Principal Financial Group Experience September 2008 - Present
Job VP Tax at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group September 2008 - Present
Meredith Corporation October 2004 - September 2008
KPMG December 1999 - October 2004
Skills
Business Valuation, SEC filings, Financial Reporting, Corporate Tax, Depreciation, Tax Accounting, Tax, Sarbanes-Oxley Act, Audit Management, Cross-border..., Federal Law, Accounting, Tax Research
Education
Rockhurst College 1992 — 1994
MBA, Business
The University of Memphis 1976 — 1980
BA, Accountancy
Principal Financial Group September 2008 - Present
Meredith Corporation October 2004 - September 2008
KPMG December 1999 - October 2004
Skills
Business Valuation, SEC filings, Financial Reporting, Corporate Tax, Depreciation, Tax Accounting, Tax, Sarbanes-Oxley Act, Audit Management, Cross-border..., Federal Law, Accounting, Tax Research
Education
Rockhurst College 1992 — 1994
MBA, Business
The University of Memphis 1976 — 1980
BA, Accountancy
Robert Bruner's Principal Financial Group Experience August 2014 - Present
Job Founder at Life Insurance 101, LLC
Industry Insurance
Experience
Principal Financial Group August 2014 - Present
Life Insurance 101, LLC May 2013 - Present
Capitas Distributors, LLC October 2011 - April 2013
Southeast Cellulose October 2007 - January 2010
Skills
Insurance, Sales Management, Life Insurance, Sales, Disability Insurance, Direct Sales, New Business Development, Fixed Annuities, Brokers, Employee Benefits, Term Life Insurance, Small Business, Long-term Care
Education
Tennessee Technological University 1993 — 1998
Roane State Community College 1991 — 1993
Principal Financial Group August 2014 - Present
Life Insurance 101, LLC May 2013 - Present
Capitas Distributors, LLC October 2011 - April 2013
Southeast Cellulose October 2007 - January 2010
Skills
Insurance, Sales Management, Life Insurance, Sales, Disability Insurance, Direct Sales, New Business Development, Fixed Annuities, Brokers, Employee Benefits, Term Life Insurance, Small Business, Long-term Care
Education
Tennessee Technological University 1993 — 1998
Roane State Community College 1991 — 1993
Keith Carter's Principal Financial Group Experience 2009 - 2011
Job Sales Representative at Cigna Healthcare
Industry Insurance
Experience
CIGNA Healthcare June 2012 - Present
Principal Financial Group 2009 - 2011
AXA Financial October 2007 - November 2007
Skills
Sales, Marketing, Sales Operations, Training, Sales Management, Finance, Investments, Microsoft Excel, Access, Insurance
Education
Roanoke College 2004 — 2008
B.A., Economics, Finance concentration
CIGNA Healthcare June 2012 - Present
Principal Financial Group 2009 - 2011
AXA Financial October 2007 - November 2007
Skills
Sales, Marketing, Sales Operations, Training, Sales Management, Finance, Investments, Microsoft Excel, Access, Insurance
Education
Roanoke College 2004 — 2008
B.A., Economics, Finance concentration
Rick Zitkus's Principal Financial Group Experience January 2007 - May 2007
Job Director Optum
Industry Insurance
Experience
OptumHealth August 2007 - Present
Principal Financial Group January 2007 - May 2007
CIGNA 2001 - 2006
Skills
Management, Health Insurance, Healthcare Management, Employee Benefits, Medicare, Healthcare, Process Improvement, Insurance, HIPAA, Strategic Planning, Healthcare Information..., Medicaid, Disease Management, Health Policy, Team Building, Managed Care, Healthcare Industry, Access, Medicare Part D, Provider Relations
Education
Roger Williams University
Liberal Arts
OptumHealth August 2007 - Present
Principal Financial Group January 2007 - May 2007
CIGNA 2001 - 2006
Skills
Management, Health Insurance, Healthcare Management, Employee Benefits, Medicare, Healthcare, Process Improvement, Insurance, HIPAA, Strategic Planning, Healthcare Information..., Medicaid, Disease Management, Health Policy, Team Building, Managed Care, Healthcare Industry, Access, Medicare Part D, Provider Relations
Education
Roger Williams University
Liberal Arts
Julia Immel Julia Immel's Principal Financial Group Experience January 2014 - Present
Job Princor Registered Representative, Financial Representative at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group January 2014 - Present
Palmer Group August 2013 - October 2013
Palmer Group February 2013 - August 2013
Cloud [8] Sixteen, Inc October 2011 - September 2012
Violin and Viola Studio January 2007 - September 2012
Cloud8Sixteen August 2010 - October 2011
Skills
Music, Marketing, Social Media, Sales, Social Media Marketing, Research, SEO, Wordpress, Viola, Chamber Music, Violin, Management, Business Development, Account Management, Interviews, Series 7, Series 63, Series 65, Life & Health Insurance..., Finance, Financial Services
Education
Rice University 2007 — 2010
M.M., Viola Performance
University of Iowa 2004 — 2007
Bachelor of Music, Viola Performance
Principal Financial Group January 2014 - Present
Palmer Group August 2013 - October 2013
Palmer Group February 2013 - August 2013
Cloud [8] Sixteen, Inc October 2011 - September 2012
Violin and Viola Studio January 2007 - September 2012
Cloud8Sixteen August 2010 - October 2011
Skills
Music, Marketing, Social Media, Sales, Social Media Marketing, Research, SEO, Wordpress, Viola, Chamber Music, Violin, Management, Business Development, Account Management, Interviews, Series 7, Series 63, Series 65, Life & Health Insurance..., Finance, Financial Services
Education
Rice University 2007 — 2010
M.M., Viola Performance
University of Iowa 2004 — 2007
Bachelor of Music, Viola Performance
Natalie Toalson McNamara's Principal Financial Group Experience July 2003 - October 2005
Job VP of Marketing and Client Development at WKH Solutions
Industry Marketing and Advertising
Experience
WKH Solutions October 2014 - Present
Troutman Sanders LLP September 2011 - October 2014
Troutman Sanders LLP November 2008 - August 2011
Smith Barney/Citigroup September 2007 - October 2008
Liberty Mutual Insurance December 2005 - August 2007
Principal Financial Group July 2003 - October 2005
Skills
Marketing, Project Management, Project Planning, Business Development, Marketing Strategy, Budgets, Marketing Communications, Sales, Strategic Planning, Social Media Marketing, CRM, Negotiation, Small Business, Social Media, Event Planning, Email Marketing, Public Relations, Customer Service, Team Building, Finance, New Business Development, Management, Leadership, Training, Account Management, Contract Negotiation, Event Management, Professional Mentoring, Strategy, Public Speaking, Advertising, Newsletters, Cold Calling, Sales Management, Marketing Management, Online Marketing, Blogging, Social Networking, Sales Presentations, Google Analytics, Insurance
Education
Radford University - College of Business and Economics 1999 — 2002
Marketing, College of Business
Clover Hill High School 1995 — 1998
WKH Solutions October 2014 - Present
Troutman Sanders LLP September 2011 - October 2014
Troutman Sanders LLP November 2008 - August 2011
Smith Barney/Citigroup September 2007 - October 2008
Liberty Mutual Insurance December 2005 - August 2007
Principal Financial Group July 2003 - October 2005
Skills
Marketing, Project Management, Project Planning, Business Development, Marketing Strategy, Budgets, Marketing Communications, Sales, Strategic Planning, Social Media Marketing, CRM, Negotiation, Small Business, Social Media, Event Planning, Email Marketing, Public Relations, Customer Service, Team Building, Finance, New Business Development, Management, Leadership, Training, Account Management, Contract Negotiation, Event Management, Professional Mentoring, Strategy, Public Speaking, Advertising, Newsletters, Cold Calling, Sales Management, Marketing Management, Online Marketing, Blogging, Social Networking, Sales Presentations, Google Analytics, Insurance
Education
Radford University - College of Business and Economics 1999 — 2002
Marketing, College of Business
Clover Hill High School 1995 — 1998
Brooklyn Contreras Brooklyn Contreras's Principal Financial Group Experience July 2014 - August 2014
Job Marketing Intern at Greater Des Moines Convention & Visitors Bureau
Industry
Experience
Meredith Corporation September 2014 - May 2015
Principal Financial Group July 2014 - August 2014
Marshalltown Family Aquatic Center June 2013 - August 2013
Community YMCA Of Marshalltown June 2009 - August 2012
Skills
Social Media, Facebook, Microsoft Office, Public Speaking, Teamwork, Marketing, Data Analytics, Social Networking, Microsoft Excel, PowerPoint, SEO, Google Analytics, Adobe Creative Suite, Time Management, E-commerce, Google Adwords, Leadership
Education
Drake University 2012 — 2016
Bachelor's degree, Marketing, Management, International Business, Junior
Pontificia Universidad Católica de Chile 2014 — 2014
Study Abroad, Spanish and Latin American Studies
Marshalltown Senior High School 2008 — 2012
High School
Meredith Corporation September 2014 - May 2015
Principal Financial Group July 2014 - August 2014
Marshalltown Family Aquatic Center June 2013 - August 2013
Community YMCA Of Marshalltown June 2009 - August 2012
Skills
Social Media, Facebook, Microsoft Office, Public Speaking, Teamwork, Marketing, Data Analytics, Social Networking, Microsoft Excel, PowerPoint, SEO, Google Analytics, Adobe Creative Suite, Time Management, E-commerce, Google Adwords, Leadership
Education
Drake University 2012 — 2016
Bachelor's degree, Marketing, Management, International Business, Junior
Pontificia Universidad Católica de Chile 2014 — 2014
Study Abroad, Spanish and Latin American Studies
Marshalltown Senior High School 2008 — 2012
High School
Vickie Newkirk Vickie Newkirk's Principal Financial Group Experience August 1992 - December 1997
Job Customer Care Supervisor at Colorado Springs Utilities
Industry Utilities
Experience
Colorado Springs Utilities February 2001 - Present
Colorado Springs Utilities March 1998 - March 2005
Principal Financial Group August 1992 - December 1997
American Family Insurance May 1987 - 1992
Skills
Call Center, Coaching, Team Building, Customer Service, Customer Relations, Process Improvement, Administration, Problem Solving, Documentation, Word, PowerPoint, Mentoring, Negotiation, Microsoft Office, Excel, Public Speaking, Leadership Development, Team Leadership, Change Management, Access, Employee Relations, Performance Management, Compliance, Policy, Hiring, Team Management, Lotus Notes, Analysis, Recruiting, Software Documentation, Call Centers, Vendor Management, Management, Program Management, Human Resources, Strategic Planning, Leadership, Customer Satisfaction, System Administration
Education
Regis University 1999 — 2010
Bachelor of Applied Science (B.A.Sc.), Human Resources Management and Services
Colorado Springs Utilities February 2001 - Present
Colorado Springs Utilities March 1998 - March 2005
Principal Financial Group August 1992 - December 1997
American Family Insurance May 1987 - 1992
Skills
Call Center, Coaching, Team Building, Customer Service, Customer Relations, Process Improvement, Administration, Problem Solving, Documentation, Word, PowerPoint, Mentoring, Negotiation, Microsoft Office, Excel, Public Speaking, Leadership Development, Team Leadership, Change Management, Access, Employee Relations, Performance Management, Compliance, Policy, Hiring, Team Management, Lotus Notes, Analysis, Recruiting, Software Documentation, Call Centers, Vendor Management, Management, Program Management, Human Resources, Strategic Planning, Leadership, Customer Satisfaction, System Administration
Education
Regis University 1999 — 2010
Bachelor of Applied Science (B.A.Sc.), Human Resources Management and Services
Alvaro Pereyra Alvaro Pereyra's Principal Financial Group Experience July 2005 - May 2006
Job CEO at BCI Securities
Industry Financial Services
Experience
BCI Securities March 2014 - Present
Mercor Securities December 2008 - March 2014
Sinopsis Bursátil September 2011 - January 2013
Banco de Crédito de Chile May 2006 - November 2008
Principal Financial Group July 2005 - May 2006
Cinergy August 2001 - June 2005
Education
Masters Harvard University 1999 — 2001
Master in Public Administration
Pontificia Universidad Católica de Chile 1991 — 1996
Bachelor of Business Administration (BBA)
BCI Securities March 2014 - Present
Mercor Securities December 2008 - March 2014
Sinopsis Bursátil September 2011 - January 2013
Banco de Crédito de Chile May 2006 - November 2008
Principal Financial Group July 2005 - May 2006
Cinergy August 2001 - June 2005
Education
Masters Harvard University 1999 — 2001
Master in Public Administration
Pontificia Universidad Católica de Chile 1991 — 1996
Bachelor of Business Administration (BBA)
Robin Butcher Robin Butcher's Principal Financial Group Experience August 1999 - November 2005
Job RN
Industry Hospital & Health Care
Experience
Medina Regional Hospital September 2015 - Present
Superior HealthPlan, a Centene Company February 2015 - July 2015
Legend Healthcare August 2013 - November 2014
Sava Senior Care January 2010 - July 2013
Sava Senior Care October 2008 - January 2010
SavaSeniorCare Administrative Services LLC July 2007 - October 2008
Principal Financial Group August 1999 - November 2005
Skills
Healthcare Management, Healthcare, Medicare, Medicaid, Physician Relations, Managed Care, Elder Care, Acute Care, Hospitals, Inpatient, Patient Safety, Wound Care, HIPAA, Long-term Care, EMR, Healthcare Industry, Leadership, Customer Service, Healthcare Information..., Healthcare Consulting, BLS, Patient Advocacy, Revenue Cycle, Rehabilitation, Patient Education, EHR, Medication..., Nursing, Disease Management, Physicians, Strategic Planning, Nursing Education, Quality Improvement, Critical Care, Medical Terminology, CPR Certified, Team Building, Case Management, ACLS, Utilization Management, Training, Nursing Management, Infection Control, Treatment, Health Education
Education
San Antonio College 2009 — 2009
Associate's degree, Registered Nursing/Registered Nurse
St Philip's College 2006 — 2006
Practical Nursing, Vocational Nursing and Nursing Assistants
Pikes Peak Community College
Emergency Medical Technician
Medina Regional Hospital September 2015 - Present
Superior HealthPlan, a Centene Company February 2015 - July 2015
Legend Healthcare August 2013 - November 2014
Sava Senior Care January 2010 - July 2013
Sava Senior Care October 2008 - January 2010
SavaSeniorCare Administrative Services LLC July 2007 - October 2008
Principal Financial Group August 1999 - November 2005
Skills
Healthcare Management, Healthcare, Medicare, Medicaid, Physician Relations, Managed Care, Elder Care, Acute Care, Hospitals, Inpatient, Patient Safety, Wound Care, HIPAA, Long-term Care, EMR, Healthcare Industry, Leadership, Customer Service, Healthcare Information..., Healthcare Consulting, BLS, Patient Advocacy, Revenue Cycle, Rehabilitation, Patient Education, EHR, Medication..., Nursing, Disease Management, Physicians, Strategic Planning, Nursing Education, Quality Improvement, Critical Care, Medical Terminology, CPR Certified, Team Building, Case Management, ACLS, Utilization Management, Training, Nursing Management, Infection Control, Treatment, Health Education
Education
San Antonio College 2009 — 2009
Associate's degree, Registered Nursing/Registered Nurse
St Philip's College 2006 — 2006
Practical Nursing, Vocational Nursing and Nursing Assistants
Pikes Peak Community College
Emergency Medical Technician
Peter Birdwell Peter Birdwell's Principal Financial Group Experience July 2014 - Present
Job Princor Registered Representative, Financial Representative Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group July 2014 - Present
Liberty Mutual Insurance April 2013 - July 2014
Birdys sports bar March 2010 - February 2013
New York Mets June 2010 - July 2012
New York Mets 2010 - 2012
Skills
Life Insurance, Series 63, Series 6, Estate Planning, Variable Annuities, Asset Allocation, Buy-sell Agreements, Charitable Giving, Mutual Funds, supplemental retirement..., Tax Deferred Savings, Term Life Insurance, Universal Life Insurance, Wealth Accumulation
Education
Vanguard University of Southern California 2009 — 2010
Communication, General
Riverside Community College 2007 — 2008
Cal Lutheran
MEAD HIGH SCHOOL
Principal Financial Group July 2014 - Present
Liberty Mutual Insurance April 2013 - July 2014
Birdys sports bar March 2010 - February 2013
New York Mets June 2010 - July 2012
New York Mets 2010 - 2012
Skills
Life Insurance, Series 63, Series 6, Estate Planning, Variable Annuities, Asset Allocation, Buy-sell Agreements, Charitable Giving, Mutual Funds, supplemental retirement..., Tax Deferred Savings, Term Life Insurance, Universal Life Insurance, Wealth Accumulation
Education
Vanguard University of Southern California 2009 — 2010
Communication, General
Riverside Community College 2007 — 2008
Cal Lutheran
MEAD HIGH SCHOOL
Tracy Leffler Tracy Leffler's Principal Financial Group Experience IT Analyst Leader - SeniorPrincipal Financial Group2001 - Present
Job IT Analyst Senior at Principal Financial Group
Industry Computer Software
Experience
Principal Financial Group IT Analyst Leader - SeniorPrincipal Financial Group2001 - Present
KVI and J&H/KVI August 1993 - April 1998
General Electric August 1989 - August 1993
Skills
Unix Administration, Linux server..., Unix Shell Scripting, C, Ruby, Java, PostgreSQL, Perl, Object Oriented Design, Systems Programming, Unix, Linux System..., Cloud Computing, Windows, Disaster Recovery, Business Analysis, System Administration, SDLC, Requirements Analysis, SQL
Education
Regis University
Southeastern Community College
Associate degree, Computer Programming
Principal Financial Group IT Analyst Leader - SeniorPrincipal Financial Group2001 - Present
KVI and J&H/KVI August 1993 - April 1998
General Electric August 1989 - August 1993
Skills
Unix Administration, Linux server..., Unix Shell Scripting, C, Ruby, Java, PostgreSQL, Perl, Object Oriented Design, Systems Programming, Unix, Linux System..., Cloud Computing, Windows, Disaster Recovery, Business Analysis, System Administration, SDLC, Requirements Analysis, SQL
Education
Regis University
Southeastern Community College
Associate degree, Computer Programming
Laurie Hoyt Laurie Hoyt's Principal Financial Group Experience January 2008 - Present
Job Development Director at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group January 2008 - Present
Principal Financial Group January 1998 - December 2007
Principal Financial Group October 1994 - December 1997
Education
Purdue University
University of Michigan
Principal Financial Group January 2008 - Present
Principal Financial Group January 1998 - December 2007
Principal Financial Group October 1994 - December 1997
Education
Purdue University
University of Michigan
Pat Rowe's Principal Financial Group Experience 1994 - 1998
Job Owner at STEP OUT COACHING.
Industry Health, Wellness and Fitness
Experience
Project Transition USA January 2014 - Present
STEP OUT COACHING 2010 - 2014
PERSONAL TRAVEL 1976 - 2013
No company 2007 - 2008
Merritt Realty Resourses, Sarasota FL October 2004 - April 2007
Principal Financial Group 1994 - 1998
Laser Centers of America May 1991 - August 1993
NATIONAL HEALTH MANAGEMENT/ST. LUKE’S EPISCOPAL HOSPITAL 1989 - 1990
ABDICK 1986 - 1990
Xerox 1984 - 1987
Skills
Real Estate, Marketing Strategy, Strategic Planning, Real Estate Transactions, Training, Strategic Partnerships, Sales, Nonprofits, Project Management, Military, Contract Negotiation, Negotiation, Selling, Investments, Marketing, Nursing, Life Coaching, Patient Advocacy, Coaching, Team Building, Budgets, New Business Development, Sales Management
Education
Professional Patient Advocate Institute 2014 — 2014
Certified Professional Patient Advocate
Coach Academy International 2011 — 2011
Certified NLP Life Coach (NLPC), Life Coach
CCIM 2006 — 2009
Realtor/Sales License, Commercial Real Estate
Professional Health Care Education Services
Board of Nursing Approved RN Refresher Course, Refresher RN
Research College of Nursing
Registered Nurse, Nursing Science
Project Transition USA January 2014 - Present
STEP OUT COACHING 2010 - 2014
PERSONAL TRAVEL 1976 - 2013
No company 2007 - 2008
Merritt Realty Resourses, Sarasota FL October 2004 - April 2007
Principal Financial Group 1994 - 1998
Laser Centers of America May 1991 - August 1993
NATIONAL HEALTH MANAGEMENT/ST. LUKE’S EPISCOPAL HOSPITAL 1989 - 1990
ABDICK 1986 - 1990
Xerox 1984 - 1987
Skills
Real Estate, Marketing Strategy, Strategic Planning, Real Estate Transactions, Training, Strategic Partnerships, Sales, Nonprofits, Project Management, Military, Contract Negotiation, Negotiation, Selling, Investments, Marketing, Nursing, Life Coaching, Patient Advocacy, Coaching, Team Building, Budgets, New Business Development, Sales Management
Education
Professional Patient Advocate Institute 2014 — 2014
Certified Professional Patient Advocate
Coach Academy International 2011 — 2011
Certified NLP Life Coach (NLPC), Life Coach
CCIM 2006 — 2009
Realtor/Sales License, Commercial Real Estate
Professional Health Care Education Services
Board of Nursing Approved RN Refresher Course, Refresher RN
Research College of Nursing
Registered Nurse, Nursing Science
Danielle Calahan's Principal Financial Group Experience September 2002 - November 2010
Job Director of Data Analytics at Aon Risk Solutions
Industry Insurance
Experience
Aon Risk Solutions October 2011 - Present
Raytheon Technical Services November 2010 - October 2011
Principal Financial Group September 2002 - November 2010
Skills
Employee Benefits, Data Analysis, Microsoft Excel, Customer Service, Account Management, Insurance, Strategic Planning, Microsoft Access, Access, Risk Management, Health Insurance, Leadership, Outlook, Process Improvement
Education
Purdue University 1997 — 2001
Bachelor of Arts, Advertising
Aon Risk Solutions October 2011 - Present
Raytheon Technical Services November 2010 - October 2011
Principal Financial Group September 2002 - November 2010
Skills
Employee Benefits, Data Analysis, Microsoft Excel, Customer Service, Account Management, Insurance, Strategic Planning, Microsoft Access, Access, Risk Management, Health Insurance, Leadership, Outlook, Process Improvement
Education
Purdue University 1997 — 2001
Bachelor of Arts, Advertising
Phyllis Aiello Phyllis Aiello's Principal Financial Group Experience April 2013 - Present
Job New England Retirement Sales & Service Sales and Service Support Specialist at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group April 2013 - Present
Principal Financial Group August 2011 - Present
Essential Group Service Inc. June 2006 - June 2011
Sun Life Financial February 2006 - May 2006
John Hancock Life Insurance Company (U.S.A.) April 2004 - October 2005
Allmerica Financial May 2000 - January 2004
Allmerica Financial July 1996 - April 2000
Skills
Problem Solving, Organizational..., Team Leadership, Change Management, Operations Management, Customer Service, New Business Development, Insurance, Customer Relations, Leadership, Financial Services, Employee Benefits, Process Improvement, Management, Life Insurance, Financial Planning, Business Analysis, Group Benefit Plans, Fixed Annuities, Variable Annuities, Retirement Benefits, 401k Rollovers, 401k Loans, 401k Plans
Education
Quinsigamond Community College 1976 — 1978
Associates, Secretarial Sciences
Principal Financial Group April 2013 - Present
Principal Financial Group August 2011 - Present
Essential Group Service Inc. June 2006 - June 2011
Sun Life Financial February 2006 - May 2006
John Hancock Life Insurance Company (U.S.A.) April 2004 - October 2005
Allmerica Financial May 2000 - January 2004
Allmerica Financial July 1996 - April 2000
Skills
Problem Solving, Organizational..., Team Leadership, Change Management, Operations Management, Customer Service, New Business Development, Insurance, Customer Relations, Leadership, Financial Services, Employee Benefits, Process Improvement, Management, Life Insurance, Financial Planning, Business Analysis, Group Benefit Plans, Fixed Annuities, Variable Annuities, Retirement Benefits, 401k Rollovers, 401k Loans, 401k Plans
Education
Quinsigamond Community College 1976 — 1978
Associates, Secretarial Sciences
Keith Carrell's Principal Financial Group Experience May 2008 - August 2008
Job
Industry Insurance
Experience
Liberty Mutual Insurance August 2015 - Present
Liberty Mutual Insurance October 2013 - July 2015
Liberty Mutual Insurance March 2011 - October 2013
Liberty Mutual Insurance June 2009 - March 2011
Purdue University 2007 - 2009
Principal Financial Group May 2008 - August 2008
Skills
Testing, Requirements Gathering, Business Intelligence, Quality Assurance, SDLC, SQL, Business Analysis, Process Improvement, Analysis, Project Management, Access, Visio, Agile Methodologies, Systems Analysis, Business Requirements
Education
Purdue University 2005 — 2009
Bachelors, Computer & Information Technology
Liberty Mutual Insurance August 2015 - Present
Liberty Mutual Insurance October 2013 - July 2015
Liberty Mutual Insurance March 2011 - October 2013
Liberty Mutual Insurance June 2009 - March 2011
Purdue University 2007 - 2009
Principal Financial Group May 2008 - August 2008
Skills
Testing, Requirements Gathering, Business Intelligence, Quality Assurance, SDLC, SQL, Business Analysis, Process Improvement, Analysis, Project Management, Access, Visio, Agile Methodologies, Systems Analysis, Business Requirements
Education
Purdue University 2005 — 2009
Bachelors, Computer & Information Technology
Sabir Wajihuddin Sabir Wajihuddin's Principal Financial Group Experience March 2003 - March 2005
Job Principal at Advaita Consulting, Inc.
Industry Financial Services
Experience
Advaita Consulting, Inc. March 2005 - Present
Principal Financial Group March 2003 - March 2005
Aon September 1995 - March 2002
Clark Consulting December 1991 - July 1995
MCG NW, Inc. May 1986 - September 1990
D-Lab, Reed College June 1985 - August 1985
Skills
Fixed Annuities, Employee Benefits, Disability Insurance, Financial Modeling, Due Diligence, Financial Analysis, Data Analysis, Insurance, Investments, Deferred Compensation, Compensation & Benefit, Compensation Structure..., Sales Compensation, Non-Qualified Deferred..., Life Insurance, Defined Contribution, ERISA
Education
Reed College 1981 — 1986
B.A., Mathematics
Karachi Grammar School 1969 — 1980
Advaita Consulting, Inc. March 2005 - Present
Principal Financial Group March 2003 - March 2005
Aon September 1995 - March 2002
Clark Consulting December 1991 - July 1995
MCG NW, Inc. May 1986 - September 1990
D-Lab, Reed College June 1985 - August 1985
Skills
Fixed Annuities, Employee Benefits, Disability Insurance, Financial Modeling, Due Diligence, Financial Analysis, Data Analysis, Insurance, Investments, Deferred Compensation, Compensation & Benefit, Compensation Structure..., Sales Compensation, Non-Qualified Deferred..., Life Insurance, Defined Contribution, ERISA
Education
Reed College 1981 — 1986
B.A., Mathematics
Karachi Grammar School 1969 — 1980
Beth Decker BSN, RN, HIT Pro-CP Beth Decker BSN, RN, HIT Pro-CP's Principal Financial Group Experience August 2006 - January 2008
Job Research Nurse, Pulmonary Medicine at Cincinnati Children's Hospital Medical Center
Industry Pharmaceuticals
Experience
Cincinnati Children's Hospital Medical Center October 2013 - Present
Medpace November 2012 - October 2013
University of Kentucky June 2011 - November 2012
UnitedHealthcare January 2008 - May 2010
Principal Financial Group August 2006 - January 2008
Unum January 2000 - August 2006
Skills
Account Management, Project Management, Employee Benefits, Nursing, Health Insurance, Healthcare, ICU, Pediatrics, Oncology, Managed Care, Clinical Research, Healthcare Management, Human Resources, Informatics, Employee Wellness..., Healthcare Information..., Healthcare Information..., HIPAA, Medicare
Education
University of Cincinnati 2014 — 2015
MSN, Family Nurse Practitioner, GPA 3.8
Queens University of Charlotte
BSN, Registered Nursing/Registered Nurse
University of Kentucky
BA, Secondary Education and Teaching
Cincinnati Children's Hospital Medical Center October 2013 - Present
Medpace November 2012 - October 2013
University of Kentucky June 2011 - November 2012
UnitedHealthcare January 2008 - May 2010
Principal Financial Group August 2006 - January 2008
Unum January 2000 - August 2006
Skills
Account Management, Project Management, Employee Benefits, Nursing, Health Insurance, Healthcare, ICU, Pediatrics, Oncology, Managed Care, Clinical Research, Healthcare Management, Human Resources, Informatics, Employee Wellness..., Healthcare Information..., Healthcare Information..., HIPAA, Medicare
Education
University of Cincinnati 2014 — 2015
MSN, Family Nurse Practitioner, GPA 3.8
Queens University of Charlotte
BSN, Registered Nursing/Registered Nurse
University of Kentucky
BA, Secondary Education and Teaching
Marsha Mathis, CEBS Marsha Mathis, CEBS's Principal Financial Group Experience December 2007 - Present
Job Senior Relationship Manager at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group December 2007 - Present
Principal Financial Group January 2001 - December 2007
Principal Financial Group March 1998 - December 2000
DavisWalker, Ltd. January 1995 - March 1998
James River Planning Associates June 1987 - January 1995
Skills
401k, Retirement, Defined Benefit, Retirement Planning, Series 63, Investments, Series 7, Asset Allocation, Investment Advisory, Employee Benefits, Financial Services, Management, Pensions, ERISA
Education
Wharton School, University of Pennsylvania
CEBS
Randolph-Macon College 1972 — 1976
BS, Biology
Principal Financial Group December 2007 - Present
Principal Financial Group January 2001 - December 2007
Principal Financial Group March 1998 - December 2000
DavisWalker, Ltd. January 1995 - March 1998
James River Planning Associates June 1987 - January 1995
Skills
401k, Retirement, Defined Benefit, Retirement Planning, Series 63, Investments, Series 7, Asset Allocation, Investment Advisory, Employee Benefits, Financial Services, Management, Pensions, ERISA
Education
Wharton School, University of Pennsylvania
CEBS
Randolph-Macon College 1972 — 1976
BS, Biology
Andrew Gartrell Andrew Gartrell's Principal Financial Group Experience July 2011 - Present
Job Regional Director at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group July 2011 - Present
Smartgrowth Funds November 2009 - July 2011
VALIC August 2009 - November 2009
First American Funds September 2007 - July 2009
Lincoln Financial Distributors March 2007 - September 2007
Evergreen Investments March 1996 - March 2007
Calvert Investments 1993 - 1995
Calvert Investments 1993 - 1995
Skills
Asset Allocation, Series 7, ETFs, Series 63, Alternative Investments, Annuities, Wholesaling, FINRA
Education
Queens University of Charlotte 1988 — 1992
Bethesda Chevy Chase High Shool 1984 — 1988
Principal Financial Group July 2011 - Present
Smartgrowth Funds November 2009 - July 2011
VALIC August 2009 - November 2009
First American Funds September 2007 - July 2009
Lincoln Financial Distributors March 2007 - September 2007
Evergreen Investments March 1996 - March 2007
Calvert Investments 1993 - 1995
Calvert Investments 1993 - 1995
Skills
Asset Allocation, Series 7, ETFs, Series 63, Alternative Investments, Annuities, Wholesaling, FINRA
Education
Queens University of Charlotte 1988 — 1992
Bethesda Chevy Chase High Shool 1984 — 1988
Donna Kitchens-Marquez Donna Kitchens-Marquez's Principal Financial Group Experience August 1999 - May 2002
Job Mortgage Originator at SecurityNational Mortgage Company #3116
Industry Financial Services
Experience
SecurityNational Mortgage Company #3116 June 2014 - Present
New Penn Financial, LLC August 2013 - June 2014
Sun West Mortgage Company August 2010 - August 2013
Suburban Mortgage February 2010 - August 2010
Principal Financial Group August 1999 - May 2002
Skills
USDA, Loans, Mortgage Lending, First Time Home Buyers, FHA, Real Estate, Sellers, Refinance, Mortgage Marketing, Home Equity Loans, HUD, Foreign National Loans, Self-Employed Borrower..., HARP, Mortgage Banking, Loan Origination, Residential Mortgages, FHA financing, Certified Mortgage..., Reverse Mortgages, Investment Properties, Government Loans, Investors
Education
Phoenix College 1972 — 1975
Associates, Financing, Real Estate Law, Real Estate Principles
SecurityNational Mortgage Company #3116 June 2014 - Present
New Penn Financial, LLC August 2013 - June 2014
Sun West Mortgage Company August 2010 - August 2013
Suburban Mortgage February 2010 - August 2010
Principal Financial Group August 1999 - May 2002
Skills
USDA, Loans, Mortgage Lending, First Time Home Buyers, FHA, Real Estate, Sellers, Refinance, Mortgage Marketing, Home Equity Loans, HUD, Foreign National Loans, Self-Employed Borrower..., HARP, Mortgage Banking, Loan Origination, Residential Mortgages, FHA financing, Certified Mortgage..., Reverse Mortgages, Investment Properties, Government Loans, Investors
Education
Phoenix College 1972 — 1975
Associates, Financing, Real Estate Law, Real Estate Principles
Macarena Villalobos, CFA Macarena Villalobos, CFA's Principal Financial Group Experience March 2012 - July 2012
Job MSc Student at University of California, Santa Cruz
Industry Financial Services
Experience
Principal Financial Group March 2012 - July 2012
Principal Financial Group September 2010 - April 2012
Principal Financial Group November 2007 - September 2010
Principal Financial Group January 2006 - November 2007
Skills
Investments, Asset Managment, Financial Modeling, Financial Analysis, Portfolio Management, Fixed Income, Equities, Bloomberg, Asset Allocation, Capital Markets, Valuation, Strategic Financial..., Financial Markets, Risk Management, Economics, Equity Research
Education
University of California, Santa Cruz 2014 — 2015
Master of Science (M.Sc.), Applied Economics and Finance
Pontificia Universidad Católica de Chile 2000 — 2005
Bachelor's degree, Business Administration and Economics
Trewhela's English School
Principal Financial Group March 2012 - July 2012
Principal Financial Group September 2010 - April 2012
Principal Financial Group November 2007 - September 2010
Principal Financial Group January 2006 - November 2007
Skills
Investments, Asset Managment, Financial Modeling, Financial Analysis, Portfolio Management, Fixed Income, Equities, Bloomberg, Asset Allocation, Capital Markets, Valuation, Strategic Financial..., Financial Markets, Risk Management, Economics, Equity Research
Education
University of California, Santa Cruz 2014 — 2015
Master of Science (M.Sc.), Applied Economics and Finance
Pontificia Universidad Católica de Chile 2000 — 2005
Bachelor's degree, Business Administration and Economics
Trewhela's English School
Ann Eversmann Kutrow Ann Eversmann Kutrow's Principal Financial Group Experience January 2001 - January 2004
Job Senior Relationship Manager at MassMutual Financial Group
Industry Insurance
Experience
MassMutual Financial Group March 2012 - Present
The Meltzer Group January 2004 - February 2012
Principal Financial Group January 2001 - January 2004
MassMutual Retirement Service January 2000 - January 2001
PFPC (formerly First Data Investor Services Group) January 1999 - January 2000
PFPC (formerly First Data Investor Services Group) January 1997 - January 1999
Delaware Charter Guaranteed and Trust Company January 1996 - January 1997
Peninsula United Methodist Homes, Inc January 1994 - January 1996
Education
Providence College
Bachelor of Arts, English; Business
MassMutual Financial Group March 2012 - Present
The Meltzer Group January 2004 - February 2012
Principal Financial Group January 2001 - January 2004
MassMutual Retirement Service January 2000 - January 2001
PFPC (formerly First Data Investor Services Group) January 1999 - January 2000
PFPC (formerly First Data Investor Services Group) January 1997 - January 1999
Delaware Charter Guaranteed and Trust Company January 1996 - January 1997
Peninsula United Methodist Homes, Inc January 1994 - January 1996
Education
Providence College
Bachelor of Arts, English; Business
Soumava Adhya Soumava Adhya's Principal Financial Group Experience October 2005 - April 2008
Job Vice President, Capital Markets Business Delivery, Project Services at Wells Fargo Home Mortgage
Industry Financial Services
Experience
Wells Fargo February 2013 - Present
Kaplan University July 2010 - April 2014
Aviva USA August 2012 - October 2012
Wells Fargo February 2011 - August 2012
First Data March 2009 - September 2010
ITAGroup Inc April 2008 - December 2008
Principal Financial Group October 2005 - April 2008
Center for Technology in Government June 2003 - August 2005
Mumford Center for Comparative Urban and Regional Research, University at Albany May 2002 - May 2003
Office of Undergraduate Admissions, University at Albany May 2001 - May 2002
Skills
Software Project..., Program Management, Project Delivery, Agile Methodologies, Scrum, IT Infrastructure..., Change Management, Management Consulting, Vendor Management, Management, Project Management, Full SDLC, IT Strategy, Team Building, Information Technology, MS Project, SDLC, Business Process, Software Documentation, ITIL, Project Portfolio..., Leadership, Strategy, Process Improvement, Business Analysis, Business Intelligence, Enterprise Software, Visio, Consulting, Requirements Analysis, PMO, Business Process..., Requirements Gathering, Resource Management, Systems Analysis, SharePoint, Agile Project Management, IT Management, Analysis, Business Requirements, Integration, Enterprise Architecture, Quality Assurance, Cross-functional Team..., CRM, Risk Management, Microsoft Project
Education
University at Albany, SUNY 1994 — 2001
PhD
State University of New York at Albany 2001 — 2003
MBA
Presidency College 1989 — 1991
MSc
Presidency College 1986 — 1989
BSc
Wells Fargo February 2013 - Present
Kaplan University July 2010 - April 2014
Aviva USA August 2012 - October 2012
Wells Fargo February 2011 - August 2012
First Data March 2009 - September 2010
ITAGroup Inc April 2008 - December 2008
Principal Financial Group October 2005 - April 2008
Center for Technology in Government June 2003 - August 2005
Mumford Center for Comparative Urban and Regional Research, University at Albany May 2002 - May 2003
Office of Undergraduate Admissions, University at Albany May 2001 - May 2002
Skills
Software Project..., Program Management, Project Delivery, Agile Methodologies, Scrum, IT Infrastructure..., Change Management, Management Consulting, Vendor Management, Management, Project Management, Full SDLC, IT Strategy, Team Building, Information Technology, MS Project, SDLC, Business Process, Software Documentation, ITIL, Project Portfolio..., Leadership, Strategy, Process Improvement, Business Analysis, Business Intelligence, Enterprise Software, Visio, Consulting, Requirements Analysis, PMO, Business Process..., Requirements Gathering, Resource Management, Systems Analysis, SharePoint, Agile Project Management, IT Management, Analysis, Business Requirements, Integration, Enterprise Architecture, Quality Assurance, Cross-functional Team..., CRM, Risk Management, Microsoft Project
Education
University at Albany, SUNY 1994 — 2001
PhD
State University of New York at Albany 2001 — 2003
MBA
Presidency College 1989 — 1991
MSc
Presidency College 1986 — 1989
BSc
Sabrina Ali Sabrina Ali's Principal Financial Group Experience March 2013 - Present
Job Employee benefits
Industry Insurance
Experience
Principal Financial Group March 2013 - Present
Skills
COBRA, Open Enrollment, Employee Benefits, Employee Benefits Design, Health Savings Accounts, Voluntary Employee..., Health Insurance, Disability Insurance, Group Benefit Plans, Insurance, Health Care Reform, Performance Management, Brokers, Workers Compensation, Benefit Communication, Benefits Administration, Financial Risk, Strategic Financial..., Financial Planning, Management, Risk Management
Education
Bryant High School
Cape School
licensed agent
Plaza College
Principal Financial Group March 2013 - Present
Skills
COBRA, Open Enrollment, Employee Benefits, Employee Benefits Design, Health Savings Accounts, Voluntary Employee..., Health Insurance, Disability Insurance, Group Benefit Plans, Insurance, Health Care Reform, Performance Management, Brokers, Workers Compensation, Benefit Communication, Benefits Administration, Financial Risk, Strategic Financial..., Financial Planning, Management, Risk Management
Education
Bryant High School
Cape School
licensed agent
Plaza College
Edward Lu Edward Lu's Principal Financial Group Experience June 2015 - Present
Job Student at Princeton University
Industry Computer Software
Experience
Principal Financial Group June 2015 - Present
Soterea, Inc. April 2015 - Present
Principal Financial Group June 2014 - August 2014
Princeton University Language Project May 2014 - August 2014
Media Services September 2013 - May 2014
Skills
Python, Perl, Node.js, Java, C, JavaScript, PHP, SQL, Public Speaking, Research, JavaServer Pages, Shell Scripting, JavaServer Faces, German, Chinese, Teamwork
Education
Princeton University 2013 — 2017
Bachelor's Degree, Computer Science
Parkway South High School 2009 — 2013
Principal Financial Group June 2015 - Present
Soterea, Inc. April 2015 - Present
Principal Financial Group June 2014 - August 2014
Princeton University Language Project May 2014 - August 2014
Media Services September 2013 - May 2014
Skills
Python, Perl, Node.js, Java, C, JavaScript, PHP, SQL, Public Speaking, Research, JavaServer Pages, Shell Scripting, JavaServer Faces, German, Chinese, Teamwork
Education
Princeton University 2013 — 2017
Bachelor's Degree, Computer Science
Parkway South High School 2009 — 2013
Danielle Ayala Danielle Ayala's Principal Financial Group Experience January 2013 - February 2015
Job Senior Healthcare Economics Anaylst at UnitedHealth Group
Industry Financial Services
Experience
UnitedHealth Group February 2015 - Present
Principal Financial Group January 2013 - February 2015
Mockenhaupt Benefits Group September 2009 - December 2012
The Phoenix Benefits Group, Inc. January 2009 - May 2009
Robert Morris University May 2007 - April 2009
The Hartford June 2008 - August 2008
Robert Morris University August 2006 - May 2007
Carnegie Science Center January 2001 - September 2005
Education
Robert Morris University 2005 — 2009
BS, Actuarial Science
UnitedHealth Group February 2015 - Present
Principal Financial Group January 2013 - February 2015
Mockenhaupt Benefits Group September 2009 - December 2012
The Phoenix Benefits Group, Inc. January 2009 - May 2009
Robert Morris University May 2007 - April 2009
The Hartford June 2008 - August 2008
Robert Morris University August 2006 - May 2007
Carnegie Science Center January 2001 - September 2005
Education
Robert Morris University 2005 — 2009
BS, Actuarial Science
Sherri Lorenz's Principal Financial Group Experience October 2014 - Present
Job Benefit Admin Analyst II at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group October 2014 - Present
Principal Financial Group June 2014 - Present
Principal Financial Group May 2011 - June 2014
Principal Financial Group January 2000 - May 2011
Skills
Business Analysis, Customer Service, Insurance, Data Management, Process Improvement, Employee Benefits, Leadership, Project Management, Microsoft Office, Administration, Quality Assurance, Training, Health Insurance, EDI Process, System Administration, Business Requirements, Requirements Gathering, Project Implementation, Dental Insurance, SharePoint, JIRA, Relational Databases, Database Design, Database Administration, Data Mining, Consulting, IT Operations, Website Administration, Notepad++, TextPad, FTP, File development, Flexible Spending..., HTML5, SQL, Team Building, Benefits Administration, Disability Insurance, Vendor Management, Life Insurance
Education
Purdue School of Engineering and Technology 2013 — 2014
Certificate, Computer Technology Applications Certificate
Purdue School of Engineering and Technology 2011 — 2014
Certificate in Leadership Studies, Business Administration and Management, General
Purdue University 1999 — 2002
Several courses completed, Business Management
Merrillville High School 1985 — 1988
Principal Financial Group October 2014 - Present
Principal Financial Group June 2014 - Present
Principal Financial Group May 2011 - June 2014
Principal Financial Group January 2000 - May 2011
Skills
Business Analysis, Customer Service, Insurance, Data Management, Process Improvement, Employee Benefits, Leadership, Project Management, Microsoft Office, Administration, Quality Assurance, Training, Health Insurance, EDI Process, System Administration, Business Requirements, Requirements Gathering, Project Implementation, Dental Insurance, SharePoint, JIRA, Relational Databases, Database Design, Database Administration, Data Mining, Consulting, IT Operations, Website Administration, Notepad++, TextPad, FTP, File development, Flexible Spending..., HTML5, SQL, Team Building, Benefits Administration, Disability Insurance, Vendor Management, Life Insurance
Education
Purdue School of Engineering and Technology 2013 — 2014
Certificate, Computer Technology Applications Certificate
Purdue School of Engineering and Technology 2011 — 2014
Certificate in Leadership Studies, Business Administration and Management, General
Purdue University 1999 — 2002
Several courses completed, Business Management
Merrillville High School 1985 — 1988
Katia Glucksmann Katia Glucksmann's Principal Financial Group Experience January 2010 - May 2011
Job MBA Candidate at University of California, Berkeley, Haas School of Business, Class of 2016
Industry Higher Education
Experience
University of California, Berkeley, Haas School of Business,Class of 2016 Senior Equity AnalystAFP CuprumMay 2012 - May 2014
AFP Cuprum May 2011 - May 2012
Principal Financial Group January 2010 - May 2011
Skills
Financial Modeling, Equities, Valuation, Corporate Finance, Portfolio Management, Financial Analysis, Asset Management, Investment Banking, Business Strategy, Bloomberg, Derivatives, Spanish
Education
University of California, Berkeley, Haas School of Business 2014 — 2016
MBA Candidate
Jumpstart Advisory Group 2014 — 2014
Chartered Holder Financial Analyst (CFA)
Passed level II examination, Investments
Pontificia Universidad Católica de Chile 2005 — 2009
Bachelor of Science (B.S.), Business Administration and Management, General, Ranked top 3%
Colegio Santiago College 1991 — 2004
University of California, Berkeley, Haas School of Business,Class of 2016 Senior Equity AnalystAFP CuprumMay 2012 - May 2014
AFP Cuprum May 2011 - May 2012
Principal Financial Group January 2010 - May 2011
Skills
Financial Modeling, Equities, Valuation, Corporate Finance, Portfolio Management, Financial Analysis, Asset Management, Investment Banking, Business Strategy, Bloomberg, Derivatives, Spanish
Education
University of California, Berkeley, Haas School of Business 2014 — 2016
MBA Candidate
Jumpstart Advisory Group 2014 — 2014
Chartered Holder Financial Analyst (CFA)
Passed level II examination, Investments
Pontificia Universidad Católica de Chile 2005 — 2009
Bachelor of Science (B.S.), Business Administration and Management, General, Ranked top 3%
Colegio Santiago College 1991 — 2004
Maruthi S Maruthi S's Principal Financial Group Experience 2005 - 2007
Job Infosys Business Analyst at Ameriprise Financial Services, Inc.
Industry Information Technology and Services
Experience
Ameriprise Financial Services, Inc. 2013 - Present
Ameriprise Financial Services, Inc. 2012 - 2012
Bank of America 2009 - 2011
Ameriprise Financial Services, Inc. 2007 - 2008
Principal Financial Group 2005 - 2007
Deluxe Corporation 2005 - 2005
Tata Consultancy Services 2002 - 2004
Skills
Mainframe, Requirements Analysis, SDLC, Software Project..., Business Analysis, Oracle, Global Delivery, Software Development, Project Management, Quality Center, Test Management, Test Planning, Risk Management, Data Analysis, QTP, Informatica, Performance Testing, Teradata
Education
Pondicherry University 1999 — 2002
Bachelor of Technology (BTech), Computer Engineering
Ameriprise Financial Services, Inc. 2013 - Present
Ameriprise Financial Services, Inc. 2012 - 2012
Bank of America 2009 - 2011
Ameriprise Financial Services, Inc. 2007 - 2008
Principal Financial Group 2005 - 2007
Deluxe Corporation 2005 - 2005
Tata Consultancy Services 2002 - 2004
Skills
Mainframe, Requirements Analysis, SDLC, Software Project..., Business Analysis, Oracle, Global Delivery, Software Development, Project Management, Quality Center, Test Management, Test Planning, Risk Management, Data Analysis, QTP, Informatica, Performance Testing, Teradata
Education
Pondicherry University 1999 — 2002
Bachelor of Technology (BTech), Computer Engineering
Jim Kar, ChFC's Principal Financial Group Experience January 2004 - Present
Job Senior Financial Services Representative, Princor Registered Representative, Financial Advisor
Industry Financial Services
Experience
Principal Financial Group January 2004 - Present
Skills
Retirement, Investments, Estate Planning, Insurance, 401(k), Annuities..., & Disability Insurance,..., Chartitable Giving, Deferred Compensation..., Supplemental Retirement..., Buy-Sell Review, Series 7, 63, 66..., Annuities (Variable and..., Asset Allocation
Education
Purdue University
Bachelor's Degree, Psychology
Principal Financial Group January 2004 - Present
Skills
Retirement, Investments, Estate Planning, Insurance, 401(k), Annuities..., & Disability Insurance,..., Chartitable Giving, Deferred Compensation..., Supplemental Retirement..., Buy-Sell Review, Series 7, 63, 66..., Annuities (Variable and..., Asset Allocation
Education
Purdue University
Bachelor's Degree, Psychology
Karen J Super's Principal Financial Group Experience November 1994 - August 1998
Job RN Quality & Outcomes Coordinator at Olathe Health System, Inc.
Industry Hospital & Health Care
Experience
Olathe Health System, Inc. April 2014 - Present
AxelaCare Health Solutions October 2012 - April 2014
Coram Healthcare/Coram Infusion Pharmacy an Apria Healthcare Company October 2008 - October 2012
Saint Luke's Health System January 2006 - October 2008
Saint Luke's Health System 2004 - January 2006
Saint Luke's Hospital of Kansas City January 2000 - December 2004
Blue Cross Blue Shield of Kansas City August 1998 - January 2000
Principal Financial Group November 1994 - August 1998
Cradles and Crayons, Inc. June 1989 - November 1994
Humana Hospital (now- Overland Park Regional Hospital) May 1987 - February 1990
Skills
Nursing, Managed Care, Hospitals, Healthcare, Clinical Research, Home Infusion, Acute Care, Inpatient, Case Management, Utilization Management, Oncology, Medicare, Home Care, Central Lines, Patient Safety, Patient Advocacy, Cpr Certified, Disease Management, Medicine, Special Populations, Breast Cancer, Interventional Radiology, Neonatology, Aseptic Technique, Core Measures, Clinical Outcomes, Infusion, Clinical, Breast Surgery, medically fragile..., Clinical Coordination, Sterile Technique, Medicaid, IVIG & SCIG Infusion..., EHR, EMR, Healthcare Management
Education
Pittsburg State University 1980 — 1983
BSN, Nursing
Olathe Health System, Inc. April 2014 - Present
AxelaCare Health Solutions October 2012 - April 2014
Coram Healthcare/Coram Infusion Pharmacy an Apria Healthcare Company October 2008 - October 2012
Saint Luke's Health System January 2006 - October 2008
Saint Luke's Health System 2004 - January 2006
Saint Luke's Hospital of Kansas City January 2000 - December 2004
Blue Cross Blue Shield of Kansas City August 1998 - January 2000
Principal Financial Group November 1994 - August 1998
Cradles and Crayons, Inc. June 1989 - November 1994
Humana Hospital (now- Overland Park Regional Hospital) May 1987 - February 1990
Skills
Nursing, Managed Care, Hospitals, Healthcare, Clinical Research, Home Infusion, Acute Care, Inpatient, Case Management, Utilization Management, Oncology, Medicare, Home Care, Central Lines, Patient Safety, Patient Advocacy, Cpr Certified, Disease Management, Medicine, Special Populations, Breast Cancer, Interventional Radiology, Neonatology, Aseptic Technique, Core Measures, Clinical Outcomes, Infusion, Clinical, Breast Surgery, medically fragile..., Clinical Coordination, Sterile Technique, Medicaid, IVIG & SCIG Infusion..., EHR, EMR, Healthcare Management
Education
Pittsburg State University 1980 — 1983
BSN, Nursing
Michael Eskra's Principal Financial Group Experience January 1997 - December 1999
Job Owner at Dibroker
Industry Insurance
Experience
Dibroker December 1999 - Present
Principal Financial Group January 1997 - December 1999
Skills
Disability Insurance
Education
Providence College 1992 — 1996
BS, Marketing
Dibroker December 1999 - Present
Principal Financial Group January 1997 - December 1999
Skills
Disability Insurance
Education
Providence College 1992 — 1996
BS, Marketing
Chris Freese's Principal Financial Group Experience January 2015 - Present
Job Member Board of Education at BondurantFarrar Community School District
Industry Financial Services
Experience
Principal Financial Group January 2015 - Present
Bondurant-Farrar Community School District September 2011 - Present
Principal Financial Group September 2008 - December 2014
Principal Global Investors 2004 - 2008
Principal Global Investors 2001 - 2004
Principal Financial Group 1998 - 2001
Principal Financial Group 1993 - 1998
Education
Purdue University 1989 — 1993
BS, Mathematics & Statistics
Principal Financial Group January 2015 - Present
Bondurant-Farrar Community School District September 2011 - Present
Principal Financial Group September 2008 - December 2014
Principal Global Investors 2004 - 2008
Principal Global Investors 2001 - 2004
Principal Financial Group 1998 - 2001
Principal Financial Group 1993 - 1998
Education
Purdue University 1989 — 1993
BS, Mathematics & Statistics
Dawn Pettengill's Principal Financial Group Experience September 1994 - August 2005
Job State Representative, Iowa House of Representatives
Industry Legislative Office
Experience
"it Dawn'd on Me!" August 2009 - Present
State of Iowa January 2005 - Present
Principal Financial Group September 1994 - August 2005
City of Mount Auburn January 2002 - January 2005
City of Mount Auburn January 1996 - December 2001
Trans Apparel Group August 1985 - August 1992
Jaymar-Ruby, Inc. July 1979 - August 1992
Freier Poehl Associates May 1987 - March 1989
Skills
Government, Politics, Public Policy, Policy, Legislation, Training, Policy Analysis, Community Outreach, Nonprofits, Political Campaigns, Leadership, Strategic Communications, Fundraising, Grassroots Organizing, Community Development, Legislative Relations, Economic Development, Speech Writing, Volunteer Management, Analysis, Political Consulting, Media Relations, Political Science, Public Affairs, Coalitions, Crisis Communications, Grant Writing, Public Relations, Grants, Public Speaking, State Government, Press Releases, Community Organizing, Political Communication, Program Development, Public Administration, Spokesperson, Governmental Affairs
Education
Purdue University
Engineering
Wharton Business School
Advanced Investments Management
"it Dawn'd on Me!" August 2009 - Present
State of Iowa January 2005 - Present
Principal Financial Group September 1994 - August 2005
City of Mount Auburn January 2002 - January 2005
City of Mount Auburn January 1996 - December 2001
Trans Apparel Group August 1985 - August 1992
Jaymar-Ruby, Inc. July 1979 - August 1992
Freier Poehl Associates May 1987 - March 1989
Skills
Government, Politics, Public Policy, Policy, Legislation, Training, Policy Analysis, Community Outreach, Nonprofits, Political Campaigns, Leadership, Strategic Communications, Fundraising, Grassroots Organizing, Community Development, Legislative Relations, Economic Development, Speech Writing, Volunteer Management, Analysis, Political Consulting, Media Relations, Political Science, Public Affairs, Coalitions, Crisis Communications, Grant Writing, Public Relations, Grants, Public Speaking, State Government, Press Releases, Community Organizing, Political Communication, Program Development, Public Administration, Spokesperson, Governmental Affairs
Education
Purdue University
Engineering
Wharton Business School
Advanced Investments Management
Jennifer Mulder Jennifer Mulder's Principal Financial Group Experience June 1996 - January 2010
Job Self Employed
Industry Financial Services
Experience
Saybrus Partners October 2013 - July 2015
Mulder Financial January 2010 - October 2013
Principal Financial Group June 1996 - January 2010
Skills
Retirement Planning, 401k
Education
Portland State University
University of Nevada-Las Vegas
Saybrus Partners October 2013 - July 2015
Mulder Financial January 2010 - October 2013
Principal Financial Group June 1996 - January 2010
Skills
Retirement Planning, 401k
Education
Portland State University
University of Nevada-Las Vegas
Sherida (Sherri) Ferguson, CFP®, CEBS®, AWMA®, CRPC® Sherida (Sherri) Ferguson, CFP®, CEBS®, AWMA®, CRPC®'s Principal Financial Group Experience April 2009 - July 2011
Job Specialist in financial planning, retirement income planning and investment management
Industry Financial Services
Experience
Csenge Advisory Group September 2013 - Present
SL Ferguson Wealth Management Services July 2011 - Present
Principal Financial Group April 2009 - July 2011
Citi Smith Barney October 2005 - June 2008
JB Hanauer June 2003 - October 2005
Edward Jones February 2000 - June 2003
The Hartford April 1997 - February 2000
Merrill Lynch 1992 - 1996
Education
Lakeland Senior High
Polk State College
University of South Florida
BA
Csenge Advisory Group September 2013 - Present
SL Ferguson Wealth Management Services July 2011 - Present
Principal Financial Group April 2009 - July 2011
Citi Smith Barney October 2005 - June 2008
JB Hanauer June 2003 - October 2005
Edward Jones February 2000 - June 2003
The Hartford April 1997 - February 2000
Merrill Lynch 1992 - 1996
Education
Lakeland Senior High
Polk State College
University of South Florida
BA
Julia Arambula Julia Arambula's Principal Financial Group Experience July 2002 - November 2003
Job Customer Service Rep at State Farm Insurance
Industry Insurance
Experience
State Farm Insurance January 2011 - Present
State Farm Insurance September 2009 - October 2010
State Farm Insurance November 2005 - September 2009
Benchmark Insurance June 2004 - October 2005
State Farm Insurance November 2003 - June 2004
Principal Financial Group July 2002 - November 2003
Northwestern Mutual August 2000 - July 2002
Skills
Insurance, Health Insurance, Life Insurance, Property & Casualty..., Disability Insurance, Term Life Insurance, Commercial Insurance, Fixed Annuities, Customer Service, General Insurance, Umbrella Insurance, Underwriting, Liability
Education
Rochester College 1996 — 2000
Bachelor of Science, English major with a minor in psychology, Magna Cum Laude
Tuscarawas Valley High School 1992 — 1996
Honors Diploma
State Farm Insurance January 2011 - Present
State Farm Insurance September 2009 - October 2010
State Farm Insurance November 2005 - September 2009
Benchmark Insurance June 2004 - October 2005
State Farm Insurance November 2003 - June 2004
Principal Financial Group July 2002 - November 2003
Northwestern Mutual August 2000 - July 2002
Skills
Insurance, Health Insurance, Life Insurance, Property & Casualty..., Disability Insurance, Term Life Insurance, Commercial Insurance, Fixed Annuities, Customer Service, General Insurance, Umbrella Insurance, Underwriting, Liability
Education
Rochester College 1996 — 2000
Bachelor of Science, English major with a minor in psychology, Magna Cum Laude
Tuscarawas Valley High School 1992 — 1996
Honors Diploma
Marie Miller's Principal Financial Group Experience July 2013 - Present
Job Retirement Plan Professional / Account Executive Director IA, NE, SD at the Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group July 2013 - Present
Principal Financial Group July 2006 - July 2013
Des Moines Area Community College January 2009 - January 2010
Bankers Trust 2008 - 2009
Principal Financial Group July 2004 - July 2006
Barton County Community College May 2003 - June 2004
Skills
401k, Retirement, Retirement Planning, Financial Services, Relationship Management, Wealth Management, Qualified Retirement..., Account Management, Military Experience, Military Training, DoD, Speech Communications, Rhetoric, Technical Writing, Veterans Affairs, Management, Leadership, Defined Benefit, Pensions, Series 7, Series 24
Education
Kansas State University 2002 — 2004
Master of Arts (MA), Speech Communication Theory and Rhetoric & Technical Writing Credential
Kansas State University 2001 — 2001
Bachelor of Science (BS), Speech Communication and Rhetoric
University of Maryland College Park 1999 — 2001
English Language and Literature/Letters
Pikes Peak Community College 1995 — 1998
Associate of Arts (A.A.), English Language and Literature, General
Principal Financial Group July 2013 - Present
Principal Financial Group July 2006 - July 2013
Des Moines Area Community College January 2009 - January 2010
Bankers Trust 2008 - 2009
Principal Financial Group July 2004 - July 2006
Barton County Community College May 2003 - June 2004
Skills
401k, Retirement, Retirement Planning, Financial Services, Relationship Management, Wealth Management, Qualified Retirement..., Account Management, Military Experience, Military Training, DoD, Speech Communications, Rhetoric, Technical Writing, Veterans Affairs, Management, Leadership, Defined Benefit, Pensions, Series 7, Series 24
Education
Kansas State University 2002 — 2004
Master of Arts (MA), Speech Communication Theory and Rhetoric & Technical Writing Credential
Kansas State University 2001 — 2001
Bachelor of Science (BS), Speech Communication and Rhetoric
University of Maryland College Park 1999 — 2001
English Language and Literature/Letters
Pikes Peak Community College 1995 — 1998
Associate of Arts (A.A.), English Language and Literature, General
Andrew DiMento Andrew DiMento's Principal Financial Group Experience 2012 - 2012
Job Student at Point Loma Nazarene University
Industry Financial Services
Experience
Upper Deck October 2013 - Present
Principal Financial Group 2012 - 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Research, Social Media, Public Speaking
Education
Point Loma Nazarene University 2009 — 2012
Bachelor of Arts (B.A.), Business Administration
Upper Deck October 2013 - Present
Principal Financial Group 2012 - 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Research, Social Media, Public Speaking
Education
Point Loma Nazarene University 2009 — 2012
Bachelor of Arts (B.A.), Business Administration
Jason Kehler Jason Kehler's Principal Financial Group Experience July 2013 - Present
Job Managing Director at Principal Financial Group
Industry Entertainment
Experience
Principal Financial Group July 2013 - Present
Principal Financial Group March 2010 - Present
Fire and Ice Entertainment, LLC 2009 - 2011
The Forum Athletic Club July 2009 - March 2010
Knuckle Up Fitness August 2006 - July 2009
Skills
Informal Business..., Business Continuation..., Buy-Sell Review, Deferred Compensation..., Income Protection, Executive Benefits..., Financial Needs Analysis, Key Person Insurance, Disability Income..., Term Life Insurance, Universal Life Insurance, Survivor Income, Split Dollar Plans, Supplemental Retirement..., Series 6,66...
Education
University of Virginia 1999 — 2002
MFA, Acting
Purdue University 1990 — 1996
BA, Theatre
Lassiter HS 1986 — 1990
Diploma, General Studies
Principal Financial Group July 2013 - Present
Principal Financial Group March 2010 - Present
Fire and Ice Entertainment, LLC 2009 - 2011
The Forum Athletic Club July 2009 - March 2010
Knuckle Up Fitness August 2006 - July 2009
Skills
Informal Business..., Business Continuation..., Buy-Sell Review, Deferred Compensation..., Income Protection, Executive Benefits..., Financial Needs Analysis, Key Person Insurance, Disability Income..., Term Life Insurance, Universal Life Insurance, Survivor Income, Split Dollar Plans, Supplemental Retirement..., Series 6,66...
Education
University of Virginia 1999 — 2002
MFA, Acting
Purdue University 1990 — 1996
BA, Theatre
Lassiter HS 1986 — 1990
Diploma, General Studies
Richard Mourey Richard Mourey's Principal Financial Group Experience August 2014 - Present
Job Regional Vice President at Principal Financial Group
Industry Insurance
Experience
Principal Financial Group August 2014 - Present
Lincoln Financial Group 2012 - Present
Lincoln Financial Group February 2011 - 2012
Lincoln Financial Gorup August 2010 - February 2011
MassMutual December 2005 - April 2010
MassMutual Financial Group 2000 - December 2005
Hartford Insurance July 1992 - January 2000
Skills
Insurance, Disability Insurance, Leadership, Employee Benefits, Health Insurance, Management, Strategy, Sales Management, Marketing, Program Management, Strategic Planning, New Business Development, Customer Retention, Budgets, Sales, Executive Management, Process Improvement, Customer Service, Vendor Management, Risk Management, Customer Experience, Account Management, Life Insurance
Education
Rensselaer Polytechnic Institute - The Lally School of Management and Technology 1999 — 2001
Masters, International Business Management/Finance
Roger Williams University
BS, Business Management/Marketing
Principal Financial Group August 2014 - Present
Lincoln Financial Group 2012 - Present
Lincoln Financial Group February 2011 - 2012
Lincoln Financial Gorup August 2010 - February 2011
MassMutual December 2005 - April 2010
MassMutual Financial Group 2000 - December 2005
Hartford Insurance July 1992 - January 2000
Skills
Insurance, Disability Insurance, Leadership, Employee Benefits, Health Insurance, Management, Strategy, Sales Management, Marketing, Program Management, Strategic Planning, New Business Development, Customer Retention, Budgets, Sales, Executive Management, Process Improvement, Customer Service, Vendor Management, Risk Management, Customer Experience, Account Management, Life Insurance
Education
Rensselaer Polytechnic Institute - The Lally School of Management and Technology 1999 — 2001
Masters, International Business Management/Finance
Roger Williams University
BS, Business Management/Marketing
Josh Pyzik's Principal Financial Group Experience March 2010 - April 2012
Job Senior Consultant at The Difference Card
Industry Insurance
Experience
Employee Benefit Solutions May 2012 - Present
Principal Financial Group March 2010 - April 2012
MetLife May 2007 - April 2010
Skills
Employee Benefits, Health Savings Accounts, Insurance, Group Benefits, Dental, Brokers, Small Business, Disability Insurance, Health Insurance, Term Life Insurance, Plan Design, Insurance Planning, Insurance Agents, Benefits, Life Insurance, Customer Retention
Education
Purdue University 1996 — 2000
B.A., School of Liberal Arts: History & Political Science Majors
Employee Benefit Solutions May 2012 - Present
Principal Financial Group March 2010 - April 2012
MetLife May 2007 - April 2010
Skills
Employee Benefits, Health Savings Accounts, Insurance, Group Benefits, Dental, Brokers, Small Business, Disability Insurance, Health Insurance, Term Life Insurance, Plan Design, Insurance Planning, Insurance Agents, Benefits, Life Insurance, Customer Retention
Education
Purdue University 1996 — 2000
B.A., School of Liberal Arts: History & Political Science Majors
Christopher T. Fide Christopher T. Fide's Principal Financial Group Experience 2014 - Present
Job Financial Services Representative, Princor Registered Representative, Financial Advisor
Industry Financial Services
Experience
Principal Financial Group 2014 - Present
Fresno City College 2013 - Present
Cook Land Company 2014 - 2014
Bema Capital Group 2012 - 2013
Mangham Associates, Inc 2002 - 2011
ZS Associates 2001 - 2001
FlashFind Corporation 1999 - 2000
Simmons & Company International 1997 - 1999
Enron Capital & Trade Resources 1996 - 1997
Skills
401(k), 403(b), SEP IRA, SIMPLE IRA, Variable Annuities, Fixed Annuities, Asset Allocation, Business Continuation..., Business Overhead..., Buy-sell Agreements, Buy-Sell Revew, Charitable Giving, College Funding..., Deferred Compensation..., Dental Insurance, Disability Income..., Estate Planning, Executive Benefits..., Financial Needs Analysis, Income Protection, Informal Business..., Traditional IRA, Roth IRA, Key Person Insurance, Long-Term Care Insurance, Mutual Funds, Pension Plans, Salary Continuation, Series 7, Series 66, Split Dollar Plans, Supplemental Retirement..., Survivor Income, Tax-Deferred Savings, Term Life Insurance, Universal Life Insurance, Wellness Programs, Wealth Accumulation, Whole Life Insurance
Education
University of Virginia - Darden Graduate School of Business Administration 2000 — 2002
Masters, Business Administration
Rice University 1994 — 1998
Bachelor of Arts, Economics, Political Science, and Psychology
Oxford University 1995 — 1995
Economics of European Union
Principal Financial Group 2014 - Present
Fresno City College 2013 - Present
Cook Land Company 2014 - 2014
Bema Capital Group 2012 - 2013
Mangham Associates, Inc 2002 - 2011
ZS Associates 2001 - 2001
FlashFind Corporation 1999 - 2000
Simmons & Company International 1997 - 1999
Enron Capital & Trade Resources 1996 - 1997
Skills
401(k), 403(b), SEP IRA, SIMPLE IRA, Variable Annuities, Fixed Annuities, Asset Allocation, Business Continuation..., Business Overhead..., Buy-sell Agreements, Buy-Sell Revew, Charitable Giving, College Funding..., Deferred Compensation..., Dental Insurance, Disability Income..., Estate Planning, Executive Benefits..., Financial Needs Analysis, Income Protection, Informal Business..., Traditional IRA, Roth IRA, Key Person Insurance, Long-Term Care Insurance, Mutual Funds, Pension Plans, Salary Continuation, Series 7, Series 66, Split Dollar Plans, Supplemental Retirement..., Survivor Income, Tax-Deferred Savings, Term Life Insurance, Universal Life Insurance, Wellness Programs, Wealth Accumulation, Whole Life Insurance
Education
University of Virginia - Darden Graduate School of Business Administration 2000 — 2002
Masters, Business Administration
Rice University 1994 — 1998
Bachelor of Arts, Economics, Political Science, and Psychology
Oxford University 1995 — 1995
Economics of European Union
Bruce Fletcher Bruce Fletcher's Principal Financial Group Experience October 1999 - Present
Job Financial Services Representative/Princor Registered Representative
Industry Financial Services
Experience
Principal Financial Group October 1999 - Present
Bruce W. Fletcher and Co Inc. January 1997 - Present
Education
The American College 1999 — 2001
LUTCF, Life Insurance and Group Benefits
Queens College 1969 — 1973
BS, Accounting-Economics
Principal Financial Group October 1999 - Present
Bruce W. Fletcher and Co Inc. January 1997 - Present
Education
The American College 1999 — 2001
LUTCF, Life Insurance and Group Benefits
Queens College 1969 — 1973
BS, Accounting-Economics
Katie Babcock, CUA Katie Babcock, CUA's Principal Financial Group Experience February 2013 - Present
Job Senior Digital Strategist at Principal Financial Group
Industry Marketing and Advertising
Experience
Principal Financial Group February 2013 - Present
The Integer Group / TBWA January 2011 - February 2013
Principal Financial Group April 2010 - January 2011
Research Now February 2009 - April 2010
Roosevelt University September 2007 - December 2008
Principal Financial Group June 2007 - August 2007
Wartburg College January 2006 - May 2007
Wartburg College September 2004 - April 2007
Skills
Integrated Marketing, Advertising, Marketing Research, Marketing, Adobe Creative Suite, Graphic Design, Marketing Communications, Digital Marketing, Social Media Marketing, Social Media, Marketing Strategy, Email Marketing, Digital Strategy, Online Advertising, Editing
Education
Roosevelt University 2007 — 2008
Masters of Science, Integrated Marketing Communication
Wartburg College 2003 — 2007
Bachelor of Arts, Communication Arts, Print Media, English
Principal Financial Group February 2013 - Present
The Integer Group / TBWA January 2011 - February 2013
Principal Financial Group April 2010 - January 2011
Research Now February 2009 - April 2010
Roosevelt University September 2007 - December 2008
Principal Financial Group June 2007 - August 2007
Wartburg College January 2006 - May 2007
Wartburg College September 2004 - April 2007
Skills
Integrated Marketing, Advertising, Marketing Research, Marketing, Adobe Creative Suite, Graphic Design, Marketing Communications, Digital Marketing, Social Media Marketing, Social Media, Marketing Strategy, Email Marketing, Digital Strategy, Online Advertising, Editing
Education
Roosevelt University 2007 — 2008
Masters of Science, Integrated Marketing Communication
Wartburg College 2003 — 2007
Bachelor of Arts, Communication Arts, Print Media, English
David J. House David J. House's Principal Financial Group Experience August 2009 - Present
Job Associate Managing Director
Industry Financial Services
Experience
Principal Financial Group August 2009 - Present
Principal Financial Group April 2003 - July 2009
Principal Financial Group August 1997 - April 2003
Skills
Estate Planning, 401k, Series 7, Mutual Funds, Buy-Sell Review, Income Protection, Asset Allocation, Supplemental Retirement..., Informal Business..., Retirement Planning
Education
Rensselaer Polytechnic Institute at Hartford 1991 — 1993
Masters of Science, Marketing
Principal Financial Group August 2009 - Present
Principal Financial Group April 2003 - July 2009
Principal Financial Group August 1997 - April 2003
Skills
Estate Planning, 401k, Series 7, Mutual Funds, Buy-Sell Review, Income Protection, Asset Allocation, Supplemental Retirement..., Informal Business..., Retirement Planning
Education
Rensselaer Polytechnic Institute at Hartford 1991 — 1993
Masters of Science, Marketing
Margie Gillespie Margie Gillespie's Principal Financial Group Experience March 2001 - Present
Job Retirement Plan Professional / Senior Account Executive at the Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group March 2001 - Present
Mutual of America June 1989 - August 1997
Fidelity & Guaranty Life Insurance Company March 1975 - July 1989
Skills
Employee Benefits
Education
Robert Morris University 1984 — 1989
Principal Financial Group March 2001 - Present
Mutual of America June 1989 - August 1997
Fidelity & Guaranty Life Insurance Company March 1975 - July 1989
Skills
Employee Benefits
Education
Robert Morris University 1984 — 1989
Nick Mallonée Nick Mallonée's Principal Financial Group Experience November 2012 - Present
Job at
Industry Financial Services
Experience
ShopKeep September 2014 - Present
Principal Financial Group November 2012 - Present
shopkeep 2014 - 2015
Woodbury Financial Services December 2011 - October 2012
Lake Oswego Financial Services December 2011 - October 2012
Thrivent Financial October 2006 - December 2011
Skills
Strategic Financial..., Investments, Long-term Care, Estate Planning, Series 63, Series 6, Life & Health Insurance..., Fixed Annuities, Variable Annuities, Mutual Funds, Business Planning, Event Planning, Financial Analysis, Personal Financial..., Customer Service, Customer Satisfaction, Customer Acquisition, Cold Calling, Data Entry, Graphic Design, Entrepreneurship, Disability Insurance, Estate Tax Planning, Inheritance Tax Planning, College Education..., 401k Rollovers, Roth IRA, Simple IRA, 529 Plans, Tax Shelters, SEP IRA, Consulting, Bonds, Marketing, Relationship Marketing, Individual Pension Plans, Buy-sell Agreements, Business Overhead..., Salesforce.com, redtail crm, Photoshop, live meetings, point of sale, Merchant Services, computer hardware sales, Microsoft Word, Task Management, Sales Presentations, Financial Advisory, Financial Planning
Education
Portland State University 2003 — 2004
Portland Community College 1998 — 2003
General Studies
University of Portland 2001 — 2002
n/a
Rogue Community College 1998 — 1999
n/a
Southern Oregon University 1998 — 1999
n/a
ShopKeep September 2014 - Present
Principal Financial Group November 2012 - Present
shopkeep 2014 - 2015
Woodbury Financial Services December 2011 - October 2012
Lake Oswego Financial Services December 2011 - October 2012
Thrivent Financial October 2006 - December 2011
Skills
Strategic Financial..., Investments, Long-term Care, Estate Planning, Series 63, Series 6, Life & Health Insurance..., Fixed Annuities, Variable Annuities, Mutual Funds, Business Planning, Event Planning, Financial Analysis, Personal Financial..., Customer Service, Customer Satisfaction, Customer Acquisition, Cold Calling, Data Entry, Graphic Design, Entrepreneurship, Disability Insurance, Estate Tax Planning, Inheritance Tax Planning, College Education..., 401k Rollovers, Roth IRA, Simple IRA, 529 Plans, Tax Shelters, SEP IRA, Consulting, Bonds, Marketing, Relationship Marketing, Individual Pension Plans, Buy-sell Agreements, Business Overhead..., Salesforce.com, redtail crm, Photoshop, live meetings, point of sale, Merchant Services, computer hardware sales, Microsoft Word, Task Management, Sales Presentations, Financial Advisory, Financial Planning
Education
Portland State University 2003 — 2004
Portland Community College 1998 — 2003
General Studies
University of Portland 2001 — 2002
n/a
Rogue Community College 1998 — 1999
n/a
Southern Oregon University 1998 — 1999
n/a
Sheri Gaul Sheri Gaul's Principal Financial Group Experience May 2013 - March 2015
Job District Sales Coordinator and Recruiter for Aflac
Industry Insurance
Experience
Principal Financial Group May 2013 - March 2015
Creative Insurance Solutions 2002 - 2013
Sheri K. Gaul, P.A. dba Aflac January 2002 - July 2012
Skills
Insurance, Life Insurance, General Insurance, Disability Insurance, Whole Life, Universal Life, Fixed Annuities, Health Insurance, Term Life Insurance, Critical Illness, Accident, Long Term Care Insurance, Key Account Mangement, New Business Development, People Skills, Sales, Direct Sales, Customer Service, Employee Benefits, Leadership, Investments, Retirement Planning, Small Business, Roth IRA, Long-term Care, Retirement, IRAs, 401k, Mutual Funds
Education
University of Florida 1980 — 1981
Bachelor of Arts (BA)
Polk Community College 1979 — 1980
Associate of Arts (A.A.), General Studies
Principal Financial Group May 2013 - March 2015
Creative Insurance Solutions 2002 - 2013
Sheri K. Gaul, P.A. dba Aflac January 2002 - July 2012
Skills
Insurance, Life Insurance, General Insurance, Disability Insurance, Whole Life, Universal Life, Fixed Annuities, Health Insurance, Term Life Insurance, Critical Illness, Accident, Long Term Care Insurance, Key Account Mangement, New Business Development, People Skills, Sales, Direct Sales, Customer Service, Employee Benefits, Leadership, Investments, Retirement Planning, Small Business, Roth IRA, Long-term Care, Retirement, IRAs, 401k, Mutual Funds
Education
University of Florida 1980 — 1981
Bachelor of Arts (BA)
Polk Community College 1979 — 1980
Associate of Arts (A.A.), General Studies
Steven Glatzer,CLF ® Steven Glatzer,CLF ®'s Principal Financial Group Experience August 2012 - December 2014
Job Agency Sales Director at MassMutual South Florida
Industry Financial Services
Experience
MassMutual South Florida August 2015 - Present
Principal Financial Group August 2012 - December 2014
New York Life Insurance Company 2010 - 2011
AXA Advisors January 2010 - May 2010
New England Financial May 2006 - May 2010
Lincoln Financal 2004 - 2006
Skills
Insurance, Strategy, Fixed Annuities, Management, Wealth Accumulation, Executive Benefit..., Variable Annuities, 401k, Buy-sell Agreements, Income Protection, IRAs, Series 7, Series 24, Deferred Compensation, Mutual Funds, Asset Management, Survivor Income, Term Life Insurance, Whole Life, Estate Planning, Strategic Financial..., Universal Life, Risk Management, Business Planning, Retirement Planning, Finance, Financial Services, Retirement, Life Insurance, Investments
Education
Quinnipiac University 1981 — 1982
Accounting
John F.Kennedy
MassMutual South Florida August 2015 - Present
Principal Financial Group August 2012 - December 2014
New York Life Insurance Company 2010 - 2011
AXA Advisors January 2010 - May 2010
New England Financial May 2006 - May 2010
Lincoln Financal 2004 - 2006
Skills
Insurance, Strategy, Fixed Annuities, Management, Wealth Accumulation, Executive Benefit..., Variable Annuities, 401k, Buy-sell Agreements, Income Protection, IRAs, Series 7, Series 24, Deferred Compensation, Mutual Funds, Asset Management, Survivor Income, Term Life Insurance, Whole Life, Estate Planning, Strategic Financial..., Universal Life, Risk Management, Business Planning, Retirement Planning, Finance, Financial Services, Retirement, Life Insurance, Investments
Education
Quinnipiac University 1981 — 1982
Accounting
John F.Kennedy
Carman Jackson's Principal Financial Group Experience August 2004 - September 2006
Job Project Manager at IN Dept. of Natural Resources
Industry Recreational Facilities and Services
Experience
IN Dept. of Natural Resources September 2006 - Present
WindChime Alpacas, LLC August 2008 - Present
Indiana DNR September 2006 - January 2012
Principal Financial Group August 2004 - September 2006
Skills
Negotiation, Program Management, Leadership, Training, Team Building, Strategic Planning, Project Planning, Budgets, Marketing, Research, Public Speaking, Business Development, Business Planning, Nonprofits, Teaching, Public Relations, Government, Policy
Education
Purdue University 2002 — 2004
Master's, Health Promotion
Purdue University 1982 — 1985
Bachelor's degree, Animal Sciences
IN Dept. of Natural Resources September 2006 - Present
WindChime Alpacas, LLC August 2008 - Present
Indiana DNR September 2006 - January 2012
Principal Financial Group August 2004 - September 2006
Skills
Negotiation, Program Management, Leadership, Training, Team Building, Strategic Planning, Project Planning, Budgets, Marketing, Research, Public Speaking, Business Development, Business Planning, Nonprofits, Teaching, Public Relations, Government, Policy
Education
Purdue University 2002 — 2004
Master's, Health Promotion
Purdue University 1982 — 1985
Bachelor's degree, Animal Sciences
Ed Whited's Principal Financial Group Experience October 2011 - Present
Job Dir. of Business Development covering IL & NW Indiana for the Principal Financial Group / MLB Player's Alumni Assoc.
Industry Financial Services
Experience
Principal Financial Group October 2011 - Present
Standard Insurance Company October 2009 - July 2011
The Standard Retirement Plans Group 2009 - June 2011
Fred Alger Management June 2004 - January 2009
Fred Alger Mgmt 2001 - June 2004
Merrill Lynch February 1993 - May 2001
Skills
Retirement, Asset Allocation, Mutual Funds, Financial Services, Pensions, Marketing, Sales, Selling, Asset Management, Employee Benefits, Financial Advisory, Separately Managed..., Business Development, 401k
Education
Rider University 1982 — 1986
bachelor of Science, Finance
Principal Financial Group October 2011 - Present
Standard Insurance Company October 2009 - July 2011
The Standard Retirement Plans Group 2009 - June 2011
Fred Alger Management June 2004 - January 2009
Fred Alger Mgmt 2001 - June 2004
Merrill Lynch February 1993 - May 2001
Skills
Retirement, Asset Allocation, Mutual Funds, Financial Services, Pensions, Marketing, Sales, Selling, Asset Management, Employee Benefits, Financial Advisory, Separately Managed..., Business Development, 401k
Education
Rider University 1982 — 1986
bachelor of Science, Finance
Jeffery Lillie, CSA, RICP® Jeffery Lillie, CSA, RICP®'s Principal Financial Group Experience September 1999 - January 2002
Job Senior Partner and Financial Advisor at LR Financial Services specializing in Investments | Retirement Planning
Industry Financial Services
Experience
LR Financial Services February 2002 - Present
Principal Financial Group September 1999 - January 2002
Paul Mitchell Hair Salon July 1980 - May 1989
Skills
Business Strategy, Retirement Planning, Financial Planning, Risk Management, Fixed Annuities, Small Business..., Medicare Planning, Life Insurance, Retirement Income..., Investment Portfolio, Change Management, Management Consulting, Business Analysis, Investments, Management, Strategic Planning, Leadership, Project Management, Customer Service, Strategy, Business Development, Marketing, Portfolio Management, Social Security, Small Business, Small Business..., Finance, Financial Risk..., Indexed Annuities, Equity Indexed Annuities, Investment Strategies, College Savings Plans, Charitable Gift Planning, Estate Planning, Estate Tax Planning, Employee Benefits, Employee Benefits Design, Term Life Insurance, Disability Insurance, Financial Services, Securities, Insurance, Retirement, Wealth Management
Education
Rock Valley College 1977 — 1980
Small Business Administration/Management
LR Financial Services February 2002 - Present
Principal Financial Group September 1999 - January 2002
Paul Mitchell Hair Salon July 1980 - May 1989
Skills
Business Strategy, Retirement Planning, Financial Planning, Risk Management, Fixed Annuities, Small Business..., Medicare Planning, Life Insurance, Retirement Income..., Investment Portfolio, Change Management, Management Consulting, Business Analysis, Investments, Management, Strategic Planning, Leadership, Project Management, Customer Service, Strategy, Business Development, Marketing, Portfolio Management, Social Security, Small Business, Small Business..., Finance, Financial Risk..., Indexed Annuities, Equity Indexed Annuities, Investment Strategies, College Savings Plans, Charitable Gift Planning, Estate Planning, Estate Tax Planning, Employee Benefits, Employee Benefits Design, Term Life Insurance, Disability Insurance, Financial Services, Securities, Insurance, Retirement, Wealth Management
Education
Rock Valley College 1977 — 1980
Small Business Administration/Management
Duane Pellman's Principal Financial Group Experience January 2015 - Present
Job Financial Advisor
Industry Financial Services
Experience
Principal Financial Group January 2015 - Present
Lincoln Investment Planning December 2006 - April 2009
Wellco Equipment LLC January 2000 - March 2004
PNC Bank January 1995 - May 1996
Skills
Finance, Management, Mergers & Acquisitions, Sales, New Business Development, Financial Services, Financial Advisory, Sales Management, Financial Analysis, Leadership, Due Diligence, Banking, Customer Retention, Strategic Planning, Equities, Customer Service, Financial Modeling, Executive Management, Marketing, Business Planning, Investments, Entrepreneurship, Disability Insurance, Managerial Finance, Real Estate, Term Life Insurance, Venture Capital, Business Networking, Sales Presentations, Strategic Consulting, Mergers, Valuation
Education
Robert Morris College 1990 — 1994
Finance
The Ohio State University 1987 — 1988
Finance and Financial Management Services
Principal Financial Group January 2015 - Present
Lincoln Investment Planning December 2006 - April 2009
Wellco Equipment LLC January 2000 - March 2004
PNC Bank January 1995 - May 1996
Skills
Finance, Management, Mergers & Acquisitions, Sales, New Business Development, Financial Services, Financial Advisory, Sales Management, Financial Analysis, Leadership, Due Diligence, Banking, Customer Retention, Strategic Planning, Equities, Customer Service, Financial Modeling, Executive Management, Marketing, Business Planning, Investments, Entrepreneurship, Disability Insurance, Managerial Finance, Real Estate, Term Life Insurance, Venture Capital, Business Networking, Sales Presentations, Strategic Consulting, Mergers, Valuation
Education
Robert Morris College 1990 — 1994
Finance
The Ohio State University 1987 — 1988
Finance and Financial Management Services
Katie (Feikes) Conner, CHES's Principal Financial Group Experience 2005 - 2011
Job Founder & CEO at Powerful Health
Industry Health, Wellness and Fitness
Experience
OurHealth July 2014 - Present
Powerful Health March 2014 - Present
Independent February 2013 - Present
H2U, Health to You February 2013 - July 2014
Principal Financial Group 2005 - 2011
Skills
Certified Health..., PTO co-president of..., Member of the Nutrition..., Health Education, Wellness, Health Promotion, Fitness, Nutrition, Wellness Coaching, Public Speaking, Public Health, Program Development, Well Coaches Training, Employee Wellness, Lifestyle, Nutritional Counseling, Prevention, Nutrition Education, Exercise Physiology, Coaching
Education
Purdue University 2000 — 2004
Bachelor's degree, Public Health Education and Promotion
OurHealth July 2014 - Present
Powerful Health March 2014 - Present
Independent February 2013 - Present
H2U, Health to You February 2013 - July 2014
Principal Financial Group 2005 - 2011
Skills
Certified Health..., PTO co-president of..., Member of the Nutrition..., Health Education, Wellness, Health Promotion, Fitness, Nutrition, Wellness Coaching, Public Speaking, Public Health, Program Development, Well Coaches Training, Employee Wellness, Lifestyle, Nutritional Counseling, Prevention, Nutrition Education, Exercise Physiology, Coaching
Education
Purdue University 2000 — 2004
Bachelor's degree, Public Health Education and Promotion
Nancy Almonte Nancy Almonte's Principal Financial Group Experience May 2008 - December 2008
Job Admissions Leader
Industry Higher Education
Experience
Paul Mitchell Schools November 2014 - Present
Webster Bank April 2014 - November 2014
Post University February 2013 - April 2014
Target March 2012 - January 2013
Self October 2010 - March 2012
NYC Department of Education August 2009 - October 2010
Principal Financial Group May 2008 - December 2008
Vanguard Products Corporation May 2004 - March 2008
Webster Bank March 2003 - May 2004
Skills
Team Leadership, Outlook, Customer Service, Public Speaking, Public Relations, Recruiting, Leadership, Sales, Management, Interviews, Data Entry, Research, Time Management, Community Outreach, Advertising
Education
Post University 2009 — 2012
Bachelor’s Degree, Business Administration and Management, General, 3.72
Western Connecticut State University 2004 — 2006
Accounting
Paul Mitchell Schools November 2014 - Present
Webster Bank April 2014 - November 2014
Post University February 2013 - April 2014
Target March 2012 - January 2013
Self October 2010 - March 2012
NYC Department of Education August 2009 - October 2010
Principal Financial Group May 2008 - December 2008
Vanguard Products Corporation May 2004 - March 2008
Webster Bank March 2003 - May 2004
Skills
Team Leadership, Outlook, Customer Service, Public Speaking, Public Relations, Recruiting, Leadership, Sales, Management, Interviews, Data Entry, Research, Time Management, Community Outreach, Advertising
Education
Post University 2009 — 2012
Bachelor’s Degree, Business Administration and Management, General, 3.72
Western Connecticut State University 2004 — 2006
Accounting
Christy Brandt's Principal Financial Group Experience January 1993 - December 1997
Job Healthcare Insurance Billing Specialist
Industry Accounting
Experience
UHS July 2015 - Present
Snagajob January 2013 - February 2015
Snagajob September 2000 - January 2013
General American Insurance Company January 1998 - June 2000
Principal Financial Group January 1993 - December 1997
Skills
Budgets, Social Media, Account Management, Outlook, Marketing, Team Building, Human Resources, Product Management, Process Improvement, Negotiation, NetSuite, Management, Training, Accounting, Team Leadership, PowerPoint, Forecasting, Microsoft Office, Microsoft Excel, Social Media Marketing, Marketing Strategy, Sales Presentations, Product Marketing, Time Management, Data Analysis, E-commerce, Online Marketing, Lead Generation, SaaS, Project Management, CRM, Cold Calling, Direct Sales, Business Strategy, Employee Relations, Vendor Management, Customer Retention, Marketing Communications, Strategic Planning, Strategy, Customer Satisfaction, Social Networking, Analytics, Sales Management
Education
Rollins College 1987 — 1991
B.A., Economics
St. Anne School, Barrington, IL
UHS July 2015 - Present
Snagajob January 2013 - February 2015
Snagajob September 2000 - January 2013
General American Insurance Company January 1998 - June 2000
Principal Financial Group January 1993 - December 1997
Skills
Budgets, Social Media, Account Management, Outlook, Marketing, Team Building, Human Resources, Product Management, Process Improvement, Negotiation, NetSuite, Management, Training, Accounting, Team Leadership, PowerPoint, Forecasting, Microsoft Office, Microsoft Excel, Social Media Marketing, Marketing Strategy, Sales Presentations, Product Marketing, Time Management, Data Analysis, E-commerce, Online Marketing, Lead Generation, SaaS, Project Management, CRM, Cold Calling, Direct Sales, Business Strategy, Employee Relations, Vendor Management, Customer Retention, Marketing Communications, Strategic Planning, Strategy, Customer Satisfaction, Social Networking, Analytics, Sales Management
Education
Rollins College 1987 — 1991
B.A., Economics
St. Anne School, Barrington, IL
Kimberly (Brinkman) Eaton's Principal Financial Group Experience 2000 - 2005
Job Corporate Legal Assistant
Industry Insurance
Experience
Advantage Health Solutions October 2012 - Present
Advantage Health Solutions February 2012 - October 2012
Hudson Legal July 2011 - February 2012
Amerimar June 2009 - April 2011
Sandor Development Company September 2008 - June 2009
Lauth Property Group March 2005 - August 2008
Principal Financial Group 2000 - 2005
Skills
Health Insurance, Affordable Care Act, Health Insurance..., Commercial Insurance, Leases, Customer Service, Property Management, Contract Negotiation, Financial Analysis, Insurance, Outlook, Budgets, Microsoft Office, Medicaid, Medicare, Medicare Advantage
Education
Purdue University
Advantage Health Solutions October 2012 - Present
Advantage Health Solutions February 2012 - October 2012
Hudson Legal July 2011 - February 2012
Amerimar June 2009 - April 2011
Sandor Development Company September 2008 - June 2009
Lauth Property Group March 2005 - August 2008
Principal Financial Group 2000 - 2005
Skills
Health Insurance, Affordable Care Act, Health Insurance..., Commercial Insurance, Leases, Customer Service, Property Management, Contract Negotiation, Financial Analysis, Insurance, Outlook, Budgets, Microsoft Office, Medicaid, Medicare, Medicare Advantage
Education
Purdue University
Susan Ko Susan Ko's Principal Financial Group Experience May 1996 - July 1997
Job Student at Pikes Peak Community College
Industry
Experience
High Spirits Liquor May 2002 - June 2015
Atmel Corporation January 2000 - September 2012
Principal Financial Group May 1996 - July 1997
Education
Pikes Peak Community College 2013 — 2015
Associate’s Degree, Accounting, 3.83/4.0
High Spirits Liquor May 2002 - June 2015
Atmel Corporation January 2000 - September 2012
Principal Financial Group May 1996 - July 1997
Education
Pikes Peak Community College 2013 — 2015
Associate’s Degree, Accounting, 3.83/4.0
Debbie Tucker's Principal Financial Group Experience January 2005 - October 2008
Job Relationship Manager at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group January 2015 - Present
Transamerica Retirement Solutions October 2008 - January 2015
Principal Financial Group January 2005 - October 2008
Prudential Financial September 1999 - October 2004
Skills
Life Insurance, Retirement Planning, Insurance, Retirement, Variable Annuities, Strategic Financial..., Retirement Plan..., Investments, Mutual Funds, Series 6, Relationship Management, Series 7, Employee Benefits, 401k, Financial Services, Pensions, Series 63, Financial Planning
Education
Purdue University
Bachelor of Science (B.S.), Finance
Lincoln Financial Group January 2015 - Present
Transamerica Retirement Solutions October 2008 - January 2015
Principal Financial Group January 2005 - October 2008
Prudential Financial September 1999 - October 2004
Skills
Life Insurance, Retirement Planning, Insurance, Retirement, Variable Annuities, Strategic Financial..., Retirement Plan..., Investments, Mutual Funds, Series 6, Relationship Management, Series 7, Employee Benefits, 401k, Financial Services, Pensions, Series 63, Financial Planning
Education
Purdue University
Bachelor of Science (B.S.), Finance
Joan MacGregor, CASAC-T, CRPA Joan MacGregor, CASAC-T, CRPA's Principal Financial Group Experience December 2001 - September 2002
Job Director of Human Resources at The Resource Training and Counseling Center
Industry Nonprofit Organization Management
Experience
The Resource Training and Counseling Center July 2014 - Present
The Resource Training Center/The Resource Recovery And Life Coaching Academy April 2010 - July 2014
Self Employed January 2003 - February 2010
Principal Financial Group December 2001 - September 2002
New England Financial June 1998 - November 2001
Skills
CASAC-T, RC, Fundraising, Non-profits, Workshop Facilitation, Public Speaking, Event Planning, Building Relationships, Program Development, Public Relations, Community Outreach, Business Networking, Marketing, Small Business, Training, Customer Service, Motivational..., Mental Health, System Administration, Nonprofits, Case Managment, Coaching, Team Building, Teaching, Prevention, Volunteer Management, Psychotherapy, Career Counseling, Community Development, Leadership Development, Conflict Resolution, Grants, Program Evaluation, Staff Development, Organizational..., Resume Writing, Social Services, Crisis Intervention, Psychology, Policy, Supervisory Skills, Youth Development, Career Development, Leadership, Adult Education, Behavioral Health, Case Management, Community Organizing, Mental Health Counseling, Group Therapy
Education
Pratt Institute 1971 — 1973
Art Education
Long Island Lutheran High School
Academic
The Resource Training and Counseling Center July 2014 - Present
The Resource Training Center/The Resource Recovery And Life Coaching Academy April 2010 - July 2014
Self Employed January 2003 - February 2010
Principal Financial Group December 2001 - September 2002
New England Financial June 1998 - November 2001
Skills
CASAC-T, RC, Fundraising, Non-profits, Workshop Facilitation, Public Speaking, Event Planning, Building Relationships, Program Development, Public Relations, Community Outreach, Business Networking, Marketing, Small Business, Training, Customer Service, Motivational..., Mental Health, System Administration, Nonprofits, Case Managment, Coaching, Team Building, Teaching, Prevention, Volunteer Management, Psychotherapy, Career Counseling, Community Development, Leadership Development, Conflict Resolution, Grants, Program Evaluation, Staff Development, Organizational..., Resume Writing, Social Services, Crisis Intervention, Psychology, Policy, Supervisory Skills, Youth Development, Career Development, Leadership, Adult Education, Behavioral Health, Case Management, Community Organizing, Mental Health Counseling, Group Therapy
Education
Pratt Institute 1971 — 1973
Art Education
Long Island Lutheran High School
Academic
Amber Bishop's Principal Financial Group Experience March 1993 - December 2005
Job Brand Partner at Nerium International
Industry Environmental Services
Experience
Midwest Environmental Professionals LLC May 2014 - Present
Nerium International October 2014 - Present
City of Spring Hill September 2012 - April 2014
F&P Inc. January 2005 - March 2012
Principal Financial Group March 1993 - December 2005
Skills
Management, Microsoft Excel, Microsoft Office, Recruiting, Accounts Payable, REO, Strategic Planning, Customer Service, Human Resources, Team Building, Employee Relations, Property Management, Microsoft Word, Budgets
Education
Pittsburg State University 1987 — 1990
Psychology
Midwest Environmental Professionals LLC May 2014 - Present
Nerium International October 2014 - Present
City of Spring Hill September 2012 - April 2014
F&P Inc. January 2005 - March 2012
Principal Financial Group March 1993 - December 2005
Skills
Management, Microsoft Excel, Microsoft Office, Recruiting, Accounts Payable, REO, Strategic Planning, Customer Service, Human Resources, Team Building, Employee Relations, Property Management, Microsoft Word, Budgets
Education
Pittsburg State University 1987 — 1990
Psychology
Christi Schmidt Christi Schmidt's Principal Financial Group Experience October 2012 - February 2013
Job Unemployed
Industry Legal Services
Experience
Cuisine Concepts July 2013 - Present
Self-employed July 2012 - March 2013
Principal Financial Group October 2012 - February 2013
Self - Employed (Special Projects) 2001 - November 2011
Wallach & Andrews 1992 - 2001
Skills
Administrative..., Heavy Calendaring, Superior written &..., Exceptional organization, Research Projects, Dependable Team Player, Social Media, Internet Savvy, Customer Service, Event Management, Teaching, Advertising, Sales Management, Editing, Public Relations, Entrepreneurship, Coaching, E-Learning, Blogging, Newsletters
Education
Richland Community College 1982 — 1984
English
South Garland High School, 1978-1981 1978 — 1981
Cuisine Concepts July 2013 - Present
Self-employed July 2012 - March 2013
Principal Financial Group October 2012 - February 2013
Self - Employed (Special Projects) 2001 - November 2011
Wallach & Andrews 1992 - 2001
Skills
Administrative..., Heavy Calendaring, Superior written &..., Exceptional organization, Research Projects, Dependable Team Player, Social Media, Internet Savvy, Customer Service, Event Management, Teaching, Advertising, Sales Management, Editing, Public Relations, Entrepreneurship, Coaching, E-Learning, Blogging, Newsletters
Education
Richland Community College 1982 — 1984
English
South Garland High School, 1978-1981 1978 — 1981
Catherine Ernsky Catherine Ernsky's Principal Financial Group Experience March 2010 - August 2010
Job President at The Ernsky Group, LLC
Industry Financial Services
Experience
The Ernsky Group, LLC September 2012 - Present
Forest Hills Financial Group August 2010 - September 2012
Principal Financial Group March 2010 - August 2010
Principal Financial Group June 2007 - March 2010
Outerbanks Financial May 2006 - June 2007
American Skandia December 2003 - May 2006
Skills
Investments, Recruiting, Retirement Planning, Business Intelligence, New Business Development, Fixed Annuities, Business Development, Sales, Insurance, Wealth Management, Leadership, Financial Services, Succession Planning, Management, Retirement, Marketing, Finance, Strategic Planning
Education
Mattatuck Community College
Post University
The Ernsky Group, LLC September 2012 - Present
Forest Hills Financial Group August 2010 - September 2012
Principal Financial Group March 2010 - August 2010
Principal Financial Group June 2007 - March 2010
Outerbanks Financial May 2006 - June 2007
American Skandia December 2003 - May 2006
Skills
Investments, Recruiting, Retirement Planning, Business Intelligence, New Business Development, Fixed Annuities, Business Development, Sales, Insurance, Wealth Management, Leadership, Financial Services, Succession Planning, Management, Retirement, Marketing, Finance, Strategic Planning
Education
Mattatuck Community College
Post University
Theresa Darnell Theresa Darnell's Principal Financial Group Experience March 1986 - June 1994
Job Quality Review/Audit Senior Associate at CIGNA
Industry Health, Wellness and Fitness
Experience
CIGNA July 2008 - Present
Great-West Healthcare February 1995 - June 2008
Principal Financial Group March 1986 - June 1994
Skills
Insurance, Health Insurance, Customer Service, Time Management, Auditing, Internal Controls, Employee Benefits, Claim, Internal Audit, Medicare, Process Improvement, Business Analysis, Accounts Receivable, Call Centers, Healthcare, Leadership, Strategic Planning, Program Management, Training
Education
Pierce College at Fort Steilacoom 1978 — 1980
Franklin Pierce High School 1973 — 1977
CIGNA July 2008 - Present
Great-West Healthcare February 1995 - June 2008
Principal Financial Group March 1986 - June 1994
Skills
Insurance, Health Insurance, Customer Service, Time Management, Auditing, Internal Controls, Employee Benefits, Claim, Internal Audit, Medicare, Process Improvement, Business Analysis, Accounts Receivable, Call Centers, Healthcare, Leadership, Strategic Planning, Program Management, Training
Education
Pierce College at Fort Steilacoom 1978 — 1980
Franklin Pierce High School 1973 — 1977
Ely Friedman's Principal Financial Group Experience May 2010 - August 2010
Job Associate at Business Acquisition & Merger Associates
Industry Investment Banking
Experience
Business Acquisition & Merger Associates April 2015 - Present
Bank of America June 2014 - April 2015
Transformational Advisory, LLC August 2014 - August 2014
Bank of America June 2013 - June 2014
Wyndham Capital Mortgage June 2012 - June 2013
HF Financial May 2011 - January 2013
Novare Capital Management September 2010 - May 2011
Queens University of Charlotte August 2007 - May 2011
Principal Financial Group May 2010 - August 2010
Skills
Investments, Financial Modeling, Portfolio Management, Asset Allocation, Microsoft Excel, Bloomberg, Finance, Loans, Equity Research Analysis, Fixed Income Strategies, Financial Reporting, Financial Risk, Morningstar, Mortgage Lending, Analysis, Schwab Institutional, Etrade Financial, Strategic Financial..., Trading, Management, Accounting, Risk Management, Valuation, Financial Analysis, Mergers & Acquisitions, Corporate Finance, Capital Markets, Investment Banking, Due Diligence, Equities, Private Equity
Education
Queens University of Charlotte 2007 — 2011
Bachelor of Business Administration (B.B.A.), Specilization in Finance, Pre-law Concentration
Bourbon County High School
Business Acquisition & Merger Associates April 2015 - Present
Bank of America June 2014 - April 2015
Transformational Advisory, LLC August 2014 - August 2014
Bank of America June 2013 - June 2014
Wyndham Capital Mortgage June 2012 - June 2013
HF Financial May 2011 - January 2013
Novare Capital Management September 2010 - May 2011
Queens University of Charlotte August 2007 - May 2011
Principal Financial Group May 2010 - August 2010
Skills
Investments, Financial Modeling, Portfolio Management, Asset Allocation, Microsoft Excel, Bloomberg, Finance, Loans, Equity Research Analysis, Fixed Income Strategies, Financial Reporting, Financial Risk, Morningstar, Mortgage Lending, Analysis, Schwab Institutional, Etrade Financial, Strategic Financial..., Trading, Management, Accounting, Risk Management, Valuation, Financial Analysis, Mergers & Acquisitions, Corporate Finance, Capital Markets, Investment Banking, Due Diligence, Equities, Private Equity
Education
Queens University of Charlotte 2007 — 2011
Bachelor of Business Administration (B.B.A.), Specilization in Finance, Pre-law Concentration
Bourbon County High School
J. Drew Cromer's Principal Financial Group Experience November 2011 - May 2012
Job Real Estate Investor
Industry Real Estate
Experience
Starfish Group Properties, Inc. January 2014 - Present
Principal Financial Group November 2011 - May 2012
Independent 2009 - 2011
Prime Retail Group August 2008 - December 2009
Skills
Investments, Equities, Technical Analysis, Annuities, Financial Markets, Futures, Bonds, Options, Estate Planning, Electronic Trading, Commodities, Fixed Annuities, Commodity, Series 7, Mutual Funds, Finance, Equity Trading, Trading Strategies, Trading, Retirement Planning, Hedge Funds, Portfolio Management, Proprietary Trading, Strategic Planning, Customer Service, Team Building, Risk Management, Asset Management
Education
Purdue University Calumet
Limited Specialized Access Engineering and OSHA Regulations
Starfish Group Properties, Inc. January 2014 - Present
Principal Financial Group November 2011 - May 2012
Independent 2009 - 2011
Prime Retail Group August 2008 - December 2009
Skills
Investments, Equities, Technical Analysis, Annuities, Financial Markets, Futures, Bonds, Options, Estate Planning, Electronic Trading, Commodities, Fixed Annuities, Commodity, Series 7, Mutual Funds, Finance, Equity Trading, Trading Strategies, Trading, Retirement Planning, Hedge Funds, Portfolio Management, Proprietary Trading, Strategic Planning, Customer Service, Team Building, Risk Management, Asset Management
Education
Purdue University Calumet
Limited Specialized Access Engineering and OSHA Regulations
LOUIS FERNANDEZ's Principal Financial Group Experience December 2012 - Present
Job Financial Representative
Industry Investment Management
Experience
Principal Financial Group December 2012 - Present
Education
Rollins College - Crummer Graduate School of Business
Principal Financial Group December 2012 - Present
Education
Rollins College - Crummer Graduate School of Business
Deborah Kobakof's Principal Financial Group Experience December 1990 - Present
Job Retirement Plan Professional/Regional Vice President Service for the Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group December 1990 - Present
Grisko and Co. September 1988 - December 1990
Skills
401k, Financial Services, Retirement Planning, Insurance, Mutual Funds, Series 7, Asset Allocation, Retirement, Employee Benefits
Education
Pratt Institute 1972 — 1976
Fashion Design
Bennett High School 1969 — 1972
Principal Financial Group December 1990 - Present
Grisko and Co. September 1988 - December 1990
Skills
401k, Financial Services, Retirement Planning, Insurance, Mutual Funds, Series 7, Asset Allocation, Retirement, Employee Benefits
Education
Pratt Institute 1972 — 1976
Fashion Design
Bennett High School 1969 — 1972
Michelle Masterson's Principal Financial Group Experience January 1994 - June 1994
Job Device Development Manager Mobile Broadband at Sprint
Industry Telecommunications
Experience
Sprint April 2011 - Present
Sprint October 2005 - March 2011
Sprint May 1999 - September 2005
Sprint September 1996 - April 1999
Investors Fiduciary Trust Company June 1995 - August 1996
Principal Financial Group January 1994 - June 1994
Skills
Telecommunications, Mobile Devices, Product Management, Wireless, Vendor Management, Cross-functional Team..., Management, Project Management, Program Management, LTE
Education
Rockhurst University 1998 — 2001
MBA, Marketing
University of Northern Iowa 1991 — 1995
BA, Finance, Real-Estate
Sprint April 2011 - Present
Sprint October 2005 - March 2011
Sprint May 1999 - September 2005
Sprint September 1996 - April 1999
Investors Fiduciary Trust Company June 1995 - August 1996
Principal Financial Group January 1994 - June 1994
Skills
Telecommunications, Mobile Devices, Product Management, Wireless, Vendor Management, Cross-functional Team..., Management, Project Management, Program Management, LTE
Education
Rockhurst University 1998 — 2001
MBA, Marketing
University of Northern Iowa 1991 — 1995
BA, Finance, Real-Estate
Jessi Spini's Principal Financial Group Experience January 2014 - Present
Job Regional Sales Manager at Principal Financial Group
Industry Insurance
Experience
Principal Financial Group January 2014 - Present
The Principal Financial Group June 2006 - December 2013
Assurant Employee Benefits January 1996 - June 2006
Education
Rockhurst University 1998 — 2000
MBA
William Jewell College 1991 — 1993
B.A. Political Science / B.A. of Business Administration
Principal Financial Group January 2014 - Present
The Principal Financial Group June 2006 - December 2013
Assurant Employee Benefits January 1996 - June 2006
Education
Rockhurst University 1998 — 2000
MBA
William Jewell College 1991 — 1993
B.A. Political Science / B.A. of Business Administration
Marc A Richter's Principal Financial Group Experience August 2011 - June 2012
Job Independent Erisa Consultant
Industry Financial Services
Experience
Independent Erisa Consultant July 2012 - Present
Dobbs Ferry High School September 2008 - Present
Principal Financial Group August 2011 - June 2012
nyc board of ed 1996 - 2004
child school 1993 - 1997
The Windward School September 1987 - June 1989
Skills
Mutual Funds
Education
The College of New Rochelle 1989 — 1991
Purchase College, SUNY 1985 — 1987
ba, sociology
Woodlands High School 1980 — 1987
University of Wisconsin-Madison 1982 — 1983
na, na
Temple University
Independent Erisa Consultant July 2012 - Present
Dobbs Ferry High School September 2008 - Present
Principal Financial Group August 2011 - June 2012
nyc board of ed 1996 - 2004
child school 1993 - 1997
The Windward School September 1987 - June 1989
Skills
Mutual Funds
Education
The College of New Rochelle 1989 — 1991
Purchase College, SUNY 1985 — 1987
ba, sociology
Woodlands High School 1980 — 1987
University of Wisconsin-Madison 1982 — 1983
na, na
Temple University
Kevin Otte's Principal Financial Group Experience
Job Business Coordinator II at Principal Financial Group
Industry Insurance
Experience
Principal Financial Group
Skills
Insurance, Customer Service, Microsoft Excel, Public Speaking, Team Building, Process Improvement, Leadership, Training, Microsoft Word, Business Analysis, Coaching
Education
University of Evansville 1985 — 1987
MA, Education
Purdue University 1978 — 1982
Bachelor of Arts (B.A.), Secondary Education and Teaching
Principal Financial Group
Skills
Insurance, Customer Service, Microsoft Excel, Public Speaking, Team Building, Process Improvement, Leadership, Training, Microsoft Word, Business Analysis, Coaching
Education
University of Evansville 1985 — 1987
MA, Education
Purdue University 1978 — 1982
Bachelor of Arts (B.A.), Secondary Education and Teaching
Matt Aurelia's Principal Financial Group Experience September 2005 - September 2007
Job Institutional Insurance Subaccount SalesFidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2007 - Present
Principal Financial Group September 2005 - September 2007
Skills
Series 7
Education
Rider University 1995 — 1999
Fidelity Investments October 2007 - Present
Principal Financial Group September 2005 - September 2007
Skills
Series 7
Education
Rider University 1995 — 1999
Brian Rider, PMP's Principal Financial Group Experience October 2002 - October 2007
Job eBusiness Operations Manager at OneAmerica
Industry Information Technology and Services
Experience
OneAmerica February 2015 - Present
OneAmerica October 2012 - January 2015
ITT Educational Services, Inc. August 2011 - September 2012
Liberty University September 2010 - August 2011
Liberty University December 2007 - September 2010
Principal Financial Group October 2002 - October 2007
Nortel Networks 1992 - 2002
Nortel Networks 1987 - 1992
Skills
PMP, Software Development, SharePoint, MS Project, Project Management, Disaster Recovery, SQL, Visio, Process Improvement, Quality Assurance, Cross-functional Team..., System Administration, Leadership, Unix, Business Process, SDLC, Databases, Management, Troubleshooting, Access, Telecommunications, Enterprise Software, Training, Risk Management, Business Analysis, Vendor Management, Information Technology, Oracle
Education
Purdue University 1982 — 1987
BS, Computer Science & Math
OneAmerica February 2015 - Present
OneAmerica October 2012 - January 2015
ITT Educational Services, Inc. August 2011 - September 2012
Liberty University September 2010 - August 2011
Liberty University December 2007 - September 2010
Principal Financial Group October 2002 - October 2007
Nortel Networks 1992 - 2002
Nortel Networks 1987 - 1992
Skills
PMP, Software Development, SharePoint, MS Project, Project Management, Disaster Recovery, SQL, Visio, Process Improvement, Quality Assurance, Cross-functional Team..., System Administration, Leadership, Unix, Business Process, SDLC, Databases, Management, Troubleshooting, Access, Telecommunications, Enterprise Software, Training, Risk Management, Business Analysis, Vendor Management, Information Technology, Oracle
Education
Purdue University 1982 — 1987
BS, Computer Science & Math
Patty Lanter's Principal Financial Group Experience March 2011 - Present
Job Independent Financial Services Professional
Industry Financial Services
Experience
Principal Financial Group March 2011 - Present
Sprint May 1997 - January 2003
Sprint Nextel 1997 - 2003
Skills
Business Analysis, Process Improvement, Forecasting, Strategic Planning, Team Building, Account Management, Cross-functional Team..., Project Management, Business Development, Strategic Financial..., Marketing Communications, Financial Analysis
Education
Rockhurst University 1998 — 2000
Master of Business Administration (M.B.A.), Accounting and Finance
Rochester Institute of Technology 1990 — 1994
Bachelor of Science (B.S.), Accounting and Finance
Principal Financial Group March 2011 - Present
Sprint May 1997 - January 2003
Sprint Nextel 1997 - 2003
Skills
Business Analysis, Process Improvement, Forecasting, Strategic Planning, Team Building, Account Management, Cross-functional Team..., Project Management, Business Development, Strategic Financial..., Marketing Communications, Financial Analysis
Education
Rockhurst University 1998 — 2000
Master of Business Administration (M.B.A.), Accounting and Finance
Rochester Institute of Technology 1990 — 1994
Bachelor of Science (B.S.), Accounting and Finance
Bob Villi's Principal Financial Group Experience 1980 - Present
Job Owner, PARK AVENUE BROKERAGE INC & BOBUD ASSOICIATES, INC.
Industry Insurance
Experience
Park Avenue Brokerage PRESIDENTPARK AVENUE BROKERAGE INC & BOBUD ASSOICIATES, INC.January 1984 - Present
Principal Financial Group 1980 - Present
Skills
Disability Insurance, Annuities, Retirement, Long Term Care, Estate Planning, Brokers, Insurance, Retirement Planning, 401k, Business Planning, Financial Analysis, Universal Life, Life Insurance, Long-term Care, Fixed Annuities, Term Life Insurance
Education
Queens College 1970 — 1975
Park Avenue Brokerage PRESIDENTPARK AVENUE BROKERAGE INC & BOBUD ASSOICIATES, INC.January 1984 - Present
Principal Financial Group 1980 - Present
Skills
Disability Insurance, Annuities, Retirement, Long Term Care, Estate Planning, Brokers, Insurance, Retirement Planning, 401k, Business Planning, Financial Analysis, Universal Life, Life Insurance, Long-term Care, Fixed Annuities, Term Life Insurance
Education
Queens College 1970 — 1975
Cecilia Celebran's Principal Financial Group Experience July 2007 - Present
Job AVP/Director, Life Underwriting at AXA US
Industry Insurance
Experience
AXA US July 2014 - Present
Principal Financial Group July 2007 - Present
Guardian Life Insurance Company July 2009 - July 2014
Lincoln Financial Distributors 2000 - 2007
Centrelink 2000 - 2002
Skills
Insurance, Underwriting, Disability Insurance, Life Insurance, Reinsurance, Marketing Strategy, Claim, Health Insurance, Term Life Insurance, Claims Management, Property & Casualty..., Brokers, Risk Management, Accident, Fixed Annuities, Casualty, Liability, Actuarial Science, Commercial Insurance, Whole Life, Employee Benefits, Long-term Care, Financial Risk, General Insurance
Education
Rensselaer Polytechnic Institute at Hartford 1995 — 1999
MS Management
AXA US July 2014 - Present
Principal Financial Group July 2007 - Present
Guardian Life Insurance Company July 2009 - July 2014
Lincoln Financial Distributors 2000 - 2007
Centrelink 2000 - 2002
Skills
Insurance, Underwriting, Disability Insurance, Life Insurance, Reinsurance, Marketing Strategy, Claim, Health Insurance, Term Life Insurance, Claims Management, Property & Casualty..., Brokers, Risk Management, Accident, Fixed Annuities, Casualty, Liability, Actuarial Science, Commercial Insurance, Whole Life, Employee Benefits, Long-term Care, Financial Risk, General Insurance
Education
Rensselaer Polytechnic Institute at Hartford 1995 — 1999
MS Management
Derek Snyder's Principal Financial Group Experience July 2008 - August 2011
Job Sales Support Director at MetLife
Industry Financial Services
Experience
MetLife September 2015 - Present
MetLife November 2014 - September 2015
MetLife August 2013 - November 2014
Reliance Standard August 2011 - August 2013
Principal Financial Group July 2008 - August 2011
The Vanguard Group September 1998 - July 2005
Skills
Employee Benefits, Benefits, Insurance, Dental, Retirement, Plan Design, 401k, Account Management, Customer Relations, Consultative Selling, Defined Benefit, Benefits Administration, ERISA, Mutual Funds, Retirement Planning, Customer Service, Outlook, Series 6, Strategic Planning, Group Benefits, Health, Client Service, Negotiation, Problem Solving, Healthcare, Team Building, Asset Allocation, Disability Insurance, Creative Problem Solving, Investments, Word, Health Insurance, Profit Sharing, Salesforce.com, Series 63, Sales Management, Client Retention, Compliance, Business Analysis, Group Insurance, Sales, Voluntary Employee..., Critical Illness, COBRA
Education
Rider University 1991 — 1995
Business Administration
MetLife September 2015 - Present
MetLife November 2014 - September 2015
MetLife August 2013 - November 2014
Reliance Standard August 2011 - August 2013
Principal Financial Group July 2008 - August 2011
The Vanguard Group September 1998 - July 2005
Skills
Employee Benefits, Benefits, Insurance, Dental, Retirement, Plan Design, 401k, Account Management, Customer Relations, Consultative Selling, Defined Benefit, Benefits Administration, ERISA, Mutual Funds, Retirement Planning, Customer Service, Outlook, Series 6, Strategic Planning, Group Benefits, Health, Client Service, Negotiation, Problem Solving, Healthcare, Team Building, Asset Allocation, Disability Insurance, Creative Problem Solving, Investments, Word, Health Insurance, Profit Sharing, Salesforce.com, Series 63, Sales Management, Client Retention, Compliance, Business Analysis, Group Insurance, Sales, Voluntary Employee..., Critical Illness, COBRA
Education
Rider University 1991 — 1995
Business Administration
Gordon Hardy's Principal Financial Group Experience May 2005 - July 2006
Job UX/UI Designer at FormFire
Industry Computer Software
Experience
FormFire January 2014 - Present
StreamLink Software July 2012 - January 2014
Businessolver July 2006 - July 2012
Principal Financial Group May 2005 - July 2006
Tremco 2002 - 2004
Skills
CSS, JavaScript, XML, Java, SQL, Team Leadership, HTML, Linux, Databases
Education
Purdue University 2001 — 2005
BS, Computer Science
Purdue University
Bachelor of Science (B.S.), Computer Science
FormFire January 2014 - Present
StreamLink Software July 2012 - January 2014
Businessolver July 2006 - July 2012
Principal Financial Group May 2005 - July 2006
Tremco 2002 - 2004
Skills
CSS, JavaScript, XML, Java, SQL, Team Leadership, HTML, Linux, Databases
Education
Purdue University 2001 — 2005
BS, Computer Science
Purdue University
Bachelor of Science (B.S.), Computer Science
Ron Giardini's Principal Financial Group Experience 2006 - Present
Job Disability Income Regional Vice President at Principal Financial Group
Industry Insurance
Experience
Principal Financial Group 2006 - Present
UNIFI Companies - Ameritas, Acacia, Union Central and affilitated companies December 2002 - February 2006
MassMutual Financial Group September 1999 - December 2002
Provident Life and Accident May 1987 - September 1999
Golden Rule Insurance March 1985 - May 1987
Metal Plating Corporation October 1983 - February 1985
Skills
Disability Insurance, Fixed Annuities, Term Life Insurance, Life Insurance, Long-term Care, Insurance, Employee Benefits, Series 6
Education
Purdue University 1979 — 1983
Bachelor of Science (B.S.), Industrial Managment
Principal Financial Group 2006 - Present
UNIFI Companies - Ameritas, Acacia, Union Central and affilitated companies December 2002 - February 2006
MassMutual Financial Group September 1999 - December 2002
Provident Life and Accident May 1987 - September 1999
Golden Rule Insurance March 1985 - May 1987
Metal Plating Corporation October 1983 - February 1985
Skills
Disability Insurance, Fixed Annuities, Term Life Insurance, Life Insurance, Long-term Care, Insurance, Employee Benefits, Series 6
Education
Purdue University 1979 — 1983
Bachelor of Science (B.S.), Industrial Managment
Jorge Fonts's Principal Financial Group Experience January 1979 - December 2002
Job Retirement Plan Sales and Service Professional
Industry Insurance
Experience
Standard Insurance Company December 2002 - Present
Principal Financial Group January 1979 - December 2002
Education
Univesity of Florida 1974 — 1975
MA, Economics
Rollins College 1971 — 1973
BA, Economics
Standard Insurance Company December 2002 - Present
Principal Financial Group January 1979 - December 2002
Education
Univesity of Florida 1974 — 1975
MA, Economics
Rollins College 1971 — 1973
BA, Economics
Eric St. Amand's Principal Financial Group Experience November 1999 - August 2004
Job Sr Investment Accountant at Prime Advisors, Inc.
Industry Investment Management
Experience
Prime Advisors, Inc. Fund AccountantHartford LifeAugust 2004 - April 2005
Principal Financial Group November 1999 - August 2004
Polaris Financial Group August 1998 - November 1999
Skills
Investments, Mutual Funds, Trading, Bloomberg, Asset Management, Fixed Income, Equities, Valuation, Portfolio Management, Asset Allocation, Financial Analysis, Bonds, Financial Reporting, Investment Strategies, Accounting
Education
Quinnipiac University 1994 — 1998
BS, Finance
Branford 1990 — 1994
Prime Advisors, Inc. Fund AccountantHartford LifeAugust 2004 - April 2005
Principal Financial Group November 1999 - August 2004
Polaris Financial Group August 1998 - November 1999
Skills
Investments, Mutual Funds, Trading, Bloomberg, Asset Management, Fixed Income, Equities, Valuation, Portfolio Management, Asset Allocation, Financial Analysis, Bonds, Financial Reporting, Investment Strategies, Accounting
Education
Quinnipiac University 1994 — 1998
BS, Finance
Branford 1990 — 1994
Janine Patterson's Principal Financial Group Experience May 2006 - July 2006
Job Software Engineer at Peak6
Industry Computer Software
Experience
PEAK6 Investments August 2015 - Present
Apex Clearing October 2013 - July 2015
Allston Trading June 2008 - April 2013
Purdue University August 2005 - May 2008
Allston Trading May 2007 - July 2007
Principal Financial Group May 2006 - July 2006
Citadel Investment Group May 2005 - July 2005
Citadel Investment Group May 2004 - July 2004
Skills
Java, Python, PL/SQL, JDBC, Agile Methodologies, Linux, Unix
Education
Purdue University 2004 — 2008
B.S., Computer Science
PEAK6 Investments August 2015 - Present
Apex Clearing October 2013 - July 2015
Allston Trading June 2008 - April 2013
Purdue University August 2005 - May 2008
Allston Trading May 2007 - July 2007
Principal Financial Group May 2006 - July 2006
Citadel Investment Group May 2005 - July 2005
Citadel Investment Group May 2004 - July 2004
Skills
Java, Python, PL/SQL, JDBC, Agile Methodologies, Linux, Unix
Education
Purdue University 2004 — 2008
B.S., Computer Science
Stephanye Weathersby, MBA's Principal Financial Group Experience June 2001 - October 2002
Job CTE Teacher at Spring ISD
Industry Financial Services
Experience
Spring ISD August 2013 - Present
Stoneybrook Healthcare June 2009 - October 2010
Texas Pension Review Board November 2005 - February 2008
AIG August 2004 - October 2005
Principal Financial Group June 2001 - October 2002
Van Kampen Funds November 1997 - March 2000
Education
Prairie View A&M University 2002 — 2005
MBA, Business
Texas Southern University 1985 — 1989
Bachelor of Science (B.S.), Family and Consumer Sciences/Human Sciences
Spring ISD August 2013 - Present
Stoneybrook Healthcare June 2009 - October 2010
Texas Pension Review Board November 2005 - February 2008
AIG August 2004 - October 2005
Principal Financial Group June 2001 - October 2002
Van Kampen Funds November 1997 - March 2000
Education
Prairie View A&M University 2002 — 2005
MBA, Business
Texas Southern University 1985 — 1989
Bachelor of Science (B.S.), Family and Consumer Sciences/Human Sciences
Aaron Barr's Principal Financial Group Experience July 2012 - Present
Job Senior Internal Sales Specialist at Principal Financial Group
Industry Insurance
Experience
Principal Financial Group July 2012 - Present
Principal Financial Group January 2006 - July 2012
Skills
Life Insurance, Health Insurance, Disability Insurance, Health Savings Accounts, Insurance, Term Life Insurance, Benefits Administration, Brokers, Underwriting, Long-term Care, 401k, Retirement, Sales, Retirement Planning, Workers Compensation, New Business Development, Mutual Funds, Training, Management
Education
Purdue University
Principal Financial Group July 2012 - Present
Principal Financial Group January 2006 - July 2012
Skills
Life Insurance, Health Insurance, Disability Insurance, Health Savings Accounts, Insurance, Term Life Insurance, Benefits Administration, Brokers, Underwriting, Long-term Care, 401k, Retirement, Sales, Retirement Planning, Workers Compensation, New Business Development, Mutual Funds, Training, Management
Education
Purdue University
Brenda Randall's Principal Financial Group Experience 2006 - 2008
Job Voluntary Benefits Practice Leader at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial April 2012 - Present
Allstate Benefits 2008 - April 2012
Principal Financial Group 2006 - 2008
Assurant 2005 - 2008
Symetra Financial 2002 - 2005
Symetra Financial 2000 - 2002
Symetra Financial 1998 - 2000
Miller Insurance 1995 - 1998
Durham & Bates 1992 - 1995
Skills
Insurance, Health Insurance, Disability Insurance, Brokers, Employee Benefits, Fixed Annuities, Life Insurance, Underwriting, Term Life Insurance, Long-term Care, Health Savings Accounts, Sales Management
Education
Portland State University 1990 — 1992
Sun Life Financial April 2012 - Present
Allstate Benefits 2008 - April 2012
Principal Financial Group 2006 - 2008
Assurant 2005 - 2008
Symetra Financial 2002 - 2005
Symetra Financial 2000 - 2002
Symetra Financial 1998 - 2000
Miller Insurance 1995 - 1998
Durham & Bates 1992 - 1995
Skills
Insurance, Health Insurance, Disability Insurance, Brokers, Employee Benefits, Fixed Annuities, Life Insurance, Underwriting, Term Life Insurance, Long-term Care, Health Savings Accounts, Sales Management
Education
Portland State University 1990 — 1992
Angela Newberry's Principal Financial Group Experience August 1998 - December 2003
Job Owner, Metropolitan Realty Group
Industry Real Estate
Experience
Central Indiana First Steps 2009 - Present
Metropolitan Realty Group March 2006 - Present
School on Wheels, Inc. January 2004 - January 2006
Principal Financial Group August 1998 - December 2003
Lewis University June 1997 - June 1998
Skills
Non-profits, Nonprofits, Public Speaking, Teaching, Strategic Planning, Leadership, Community Outreach, Program Development, Fundraising, Volunteer Management, Training, Leadership Development, Event Planning, Public Relations, Higher Education, Microsoft Office, Personal Development, Negotiation, Community Development, Spanish, Philanthropy, Staff Development, Team Building
Education
Purdue University 1992 — 1997
Bachelor’s Degree, Speech Pathology, Spanish
Purdue University 1992 — 1997
Master’s Degree, Higher Education/Higher Education Administration
Central Indiana First Steps 2009 - Present
Metropolitan Realty Group March 2006 - Present
School on Wheels, Inc. January 2004 - January 2006
Principal Financial Group August 1998 - December 2003
Lewis University June 1997 - June 1998
Skills
Non-profits, Nonprofits, Public Speaking, Teaching, Strategic Planning, Leadership, Community Outreach, Program Development, Fundraising, Volunteer Management, Training, Leadership Development, Event Planning, Public Relations, Higher Education, Microsoft Office, Personal Development, Negotiation, Community Development, Spanish, Philanthropy, Staff Development, Team Building
Education
Purdue University 1992 — 1997
Bachelor’s Degree, Speech Pathology, Spanish
Purdue University 1992 — 1997
Master’s Degree, Higher Education/Higher Education Administration
Cein Mahony's Principal Financial Group Experience September 1988 - October 1994
Job Configuration Analyst at Kaiser Permanente
Industry Insurance
Experience
Kaiser Permanente April 2014 - Present
Moda Health (formerly ODS Health) February 2013 - April 2014
The ODS Companies January 2011 - February 2013
The ODS Companies January 2010 - January 2011
Portland Development Commission January 2009 - December 2009
The ODS Companies October 2001 - December 2008
Great-West Life November 1994 - May 2000
Principal Financial Group September 1988 - October 1994
Skills
Data Analysis, SDLC, Visio, Requirements Analysis, SharePoint, Software Documentation, Crystal Reports, Business Objects, Business Process..., User Acceptance Testing, Insurance, Employee Benefits, Analysis
Education
Portland State University 2000 — 2001
B.S., Social Sciences
Kaiser Permanente April 2014 - Present
Moda Health (formerly ODS Health) February 2013 - April 2014
The ODS Companies January 2011 - February 2013
The ODS Companies January 2010 - January 2011
Portland Development Commission January 2009 - December 2009
The ODS Companies October 2001 - December 2008
Great-West Life November 1994 - May 2000
Principal Financial Group September 1988 - October 1994
Skills
Data Analysis, SDLC, Visio, Requirements Analysis, SharePoint, Software Documentation, Crystal Reports, Business Objects, Business Process..., User Acceptance Testing, Insurance, Employee Benefits, Analysis
Education
Portland State University 2000 — 2001
B.S., Social Sciences
Ned Mulcahy's Principal Financial Group Experience February 2004 - August 2008
Job Managing Director at Babson Capital
Industry Financial Services
Experience
Babson Capital Management September 2013 - Present
Merrill Lynch Alternative Investments August 2008 - September 2013
Principal Financial Group February 2004 - August 2008
Education
Providence College 1992 — 1996
History
Babson Capital Management September 2013 - Present
Merrill Lynch Alternative Investments August 2008 - September 2013
Principal Financial Group February 2004 - August 2008
Education
Providence College 1992 — 1996
History
Paula Cooley's Principal Financial Group Experience 2013 - Present
Job
Industry Financial Services
Experience
Principal Financial Group 2013 - Present
Alzheimer's Music Connect June 2011 - Present
Clear Transaction Corporation August 1995 - Present
GM, Mazda, Marriott Inflite dba Caterair International June 1983 - May 1995
Skills
401 (k), 403 (b), SEP &..., Annuities (Variable &..., Asset Allocation, Business Continuation..., Business Overhead..., 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, 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
Princeton University
Principal Financial Group 2013 - Present
Alzheimer's Music Connect June 2011 - Present
Clear Transaction Corporation August 1995 - Present
GM, Mazda, Marriott Inflite dba Caterair International June 1983 - May 1995
Skills
401 (k), 403 (b), SEP &..., Annuities (Variable &..., Asset Allocation, Business Continuation..., Business Overhead..., 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, 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
Princeton University
Dan Quinlan's Principal Financial Group Experience July 2013 - Present
Job Director of sales for Maine & New Hampshire at Principal Financial Group
Industry Insurance
Experience
Principal Financial Group July 2013 - Present
Northern Insurance Group, Inc 2011 - June 2013
Lincoln Financial Group 2005 - 2010
Assurant Employee Benefits 1999 - 2004
UNUM June 1990 - September 1999
Skills
Insurance, Employee Benefits, Health Insurance, Disability Insurance, Brokers, Underwriting, Term Life Insurance
Education
Plymouth State University 1985 — 1989
BS, Marketing
Principal Financial Group July 2013 - Present
Northern Insurance Group, Inc 2011 - June 2013
Lincoln Financial Group 2005 - 2010
Assurant Employee Benefits 1999 - 2004
UNUM June 1990 - September 1999
Skills
Insurance, Employee Benefits, Health Insurance, Disability Insurance, Brokers, Underwriting, Term Life Insurance
Education
Plymouth State University 1985 — 1989
BS, Marketing
Paul Warda's Principal Financial Group Experience July 1998 - December 2005
Job Retired
Industry Banking
Experience
Retired May 2013 - Present
Northern Trust Company July 2006 - April 2013
Principal Financial Group July 1998 - December 2005
Fort Dearborn Life May 1997 - July 1998
First Chicago October 1969 - April 1997
Education
Roosevelt University 1980 — 1984
MS, Information Systems
University of Illinois at Chicago 1965 — 1969
BS, Accounting
DeLaSalle Institute 1961 — 1965
High School, College Prep
Retired May 2013 - Present
Northern Trust Company July 2006 - April 2013
Principal Financial Group July 1998 - December 2005
Fort Dearborn Life May 1997 - July 1998
First Chicago October 1969 - April 1997
Education
Roosevelt University 1980 — 1984
MS, Information Systems
University of Illinois at Chicago 1965 — 1969
BS, Accounting
DeLaSalle Institute 1961 — 1965
High School, College Prep
Kyle Christiansen's Principal Financial Group Experience May 1999 - July 2000
Job Sr. Account Executive at Datalink
Industry Information Technology and Services
Experience
Datalink August 2015 - Present
NetApp November 2006 - August 2015
CoBank November 2004 - November 2006
J.D. Edwards June 2000 - January 2004
Time Warner Telecom 2004 - 2004
Principal Financial Group May 1999 - July 2000
Skills
Disaster Recovery, NetApp, Storage
Education
Regis University 2003 — 2007
MBA, Finance & Accounting
University of Iowa - Henry B. Tippie College of Business 1995 — 1999
BBA, Management Information Systems
Datalink August 2015 - Present
NetApp November 2006 - August 2015
CoBank November 2004 - November 2006
J.D. Edwards June 2000 - January 2004
Time Warner Telecom 2004 - 2004
Principal Financial Group May 1999 - July 2000
Skills
Disaster Recovery, NetApp, Storage
Education
Regis University 2003 — 2007
MBA, Finance & Accounting
University of Iowa - Henry B. Tippie College of Business 1995 — 1999
BBA, Management Information Systems
Angie Clark's Principal Financial Group Experience January 2000 - June 2001
Job Broker Sales Executive at freshbenies
Industry Insurance
Experience
freshbenies April 2014 - Present
GBP Risk Solutions August 2013 - April 2014
Blue Cross Blue Shield of Arizona June 2009 - August 2013
LifeWise Health Plan of AZ March 2007 - May 2009
Aetna, INC. May 2001 - September 2006
Principal Financial Group January 2000 - June 2001
UnitedHealth Group July 1989 - October 1999
Skills
Insurance, Health Insurance, Employee Benefits, Account Management, Health Savings Accounts, Leadership, Underwriting, Brokers, Managed Care, Sales, Competitive Analysis, Disability Insurance, Healthcare, Marketing, Customer Retention, Medicare, HMO, Sales Presentations, Sales Management, Selling, Life Insurance, Health Care Reform, Pharmacy Benefit..., Benefits Administration, Management, Sales Operations, Telehealth, Health Advocacy, Direct Sales, Sales Process, Cold Calling, Microsoft Excel, Salesforce.com, Business Development, Budget Analysis, Budgets, PPO, Discount Benefits
Education
Pima Community College
Business, Management, Marketing, and Related Support Services
freshbenies April 2014 - Present
GBP Risk Solutions August 2013 - April 2014
Blue Cross Blue Shield of Arizona June 2009 - August 2013
LifeWise Health Plan of AZ March 2007 - May 2009
Aetna, INC. May 2001 - September 2006
Principal Financial Group January 2000 - June 2001
UnitedHealth Group July 1989 - October 1999
Skills
Insurance, Health Insurance, Employee Benefits, Account Management, Health Savings Accounts, Leadership, Underwriting, Brokers, Managed Care, Sales, Competitive Analysis, Disability Insurance, Healthcare, Marketing, Customer Retention, Medicare, HMO, Sales Presentations, Sales Management, Selling, Life Insurance, Health Care Reform, Pharmacy Benefit..., Benefits Administration, Management, Sales Operations, Telehealth, Health Advocacy, Direct Sales, Sales Process, Cold Calling, Microsoft Excel, Salesforce.com, Business Development, Budget Analysis, Budgets, PPO, Discount Benefits
Education
Pima Community College
Business, Management, Marketing, and Related Support Services
Joy Francis-Peter's Principal Financial Group Experience July 2002 - November 2003
Job Insurance Professional
Industry Insurance
Experience
Phoenix Life Insurance Company August 2005 - April 2009
CSC Financial Group January 2004 - August 2005
Principal Financial Group July 2002 - November 2003
ING September 1999 - November 2001
ING 1999 - 2001
Education
Post University 1993 — 1997
BS, Marketing
Post University 1993 — 1997
BS, Marketing
Phoenix Life Insurance Company August 2005 - April 2009
CSC Financial Group January 2004 - August 2005
Principal Financial Group July 2002 - November 2003
ING September 1999 - November 2001
ING 1999 - 2001
Education
Post University 1993 — 1997
BS, Marketing
Post University 1993 — 1997
BS, Marketing
Andrea Maxwell's Principal Financial Group Experience September 2010 - August 2013
Job Business Analyst at Marsh & McLennan Companies, Inc.
Industry Information Technology and Services
Experience
Marsh & McLennan Companies, Inc. August 2013 - Present
Principal Financial Group September 2010 - August 2013
Principal Financial Group November 2007 - September 2010
Associated Wholesale Grocers 2000 - 2007
Skills
Requirements Gathering, Business Requirements, JCL, DB2, Data Warehousing, COBOL, Business Analysis, SDLC
Education
Rockhurst University 1996 — 2000
Bachelors of Science in Business Administration, Finance/Economics
Marsh & McLennan Companies, Inc. August 2013 - Present
Principal Financial Group September 2010 - August 2013
Principal Financial Group November 2007 - September 2010
Associated Wholesale Grocers 2000 - 2007
Skills
Requirements Gathering, Business Requirements, JCL, DB2, Data Warehousing, COBOL, Business Analysis, SDLC
Education
Rockhurst University 1996 — 2000
Bachelors of Science in Business Administration, Finance/Economics
Chris Deptula's Principal Financial Group Experience 2006 - 2006
Job Senior Consultant at OpenBI, LLC
Industry Computer Software
Experience
Inquidia Consulting November 2011 - Present
FICO June 2007 - November 2011
Principal Financial Group 2006 - 2006
Skills
ETL, Data Warehousing, Business Intelligence, Data Modeling, Pentaho, Data Integration, SQL, Hadoop, Big Data, Netezza, Integration, Databases, JavaScript, Java, Business Analysis, Analytics, Data Analysis, Solution Architecture, MySQL, Vectorwise, Redshift, Oracle, Microsoft SQL Server, Vertica, Pentaho Data Integration, Pentaho CTools, Mondrian, Ab Initio, DataStage, Syncsort, Tableau, Cognos, JQuery, CSS, Cloudera Hadoop, Hortonworks Hadoop, MongoDB, Pig, Hive, HBase, Shark, Cassandra, Amazon EMR
Education
Purdue University 2003 — 2007
BS, Computer Information Technology
Inquidia Consulting November 2011 - Present
FICO June 2007 - November 2011
Principal Financial Group 2006 - 2006
Skills
ETL, Data Warehousing, Business Intelligence, Data Modeling, Pentaho, Data Integration, SQL, Hadoop, Big Data, Netezza, Integration, Databases, JavaScript, Java, Business Analysis, Analytics, Data Analysis, Solution Architecture, MySQL, Vectorwise, Redshift, Oracle, Microsoft SQL Server, Vertica, Pentaho Data Integration, Pentaho CTools, Mondrian, Ab Initio, DataStage, Syncsort, Tableau, Cognos, JQuery, CSS, Cloudera Hadoop, Hortonworks Hadoop, MongoDB, Pig, Hive, HBase, Shark, Cassandra, Amazon EMR
Education
Purdue University 2003 — 2007
BS, Computer Information Technology
Rich Hintz's Principal Financial Group Experience 2002 - 2007
Job Senior Systems Analyst Decision Support
Industry
Experience
Yale New Haven Hospital December 2012 - Present
PPI Benefit Solutions 2008 - 2011
Principal Financial Group 2002 - 2007
RA Information Systems 2000 - 2001
CBS Complete Business Solutions 1999 - 2000
Keane 1997 - 1998
Blue Cross Blue Shield 1995 - 1996
Metlife Healthcare 1993 - 1994
Skills
Tableau, Epic Certified -..., Epic Certified -..., Databases, Project Management, Business Analysis, IT Management, Employee Benefits, Management
Education
Providence College 1988 — 1991
BS, Systems Science
Yale New Haven Hospital December 2012 - Present
PPI Benefit Solutions 2008 - 2011
Principal Financial Group 2002 - 2007
RA Information Systems 2000 - 2001
CBS Complete Business Solutions 1999 - 2000
Keane 1997 - 1998
Blue Cross Blue Shield 1995 - 1996
Metlife Healthcare 1993 - 1994
Skills
Tableau, Epic Certified -..., Epic Certified -..., Databases, Project Management, Business Analysis, IT Management, Employee Benefits, Management
Education
Providence College 1988 — 1991
BS, Systems Science
Melissa Etcheverry's Principal Financial Group Experience January 1991 - January 1999
Job Nurse Case Management United Heartland
Industry Insurance
Experience
United Heartland March 2011 - Present
GENEX Services, Inc. July 2008 - March 2011
Nationwide Insurance January 2004 - July 2008
Continental Western Group January 1999 - January 2004
Principal Financial Group January 1991 - January 1999
Iowa Methodist Medical Center June 1987 - January 1991
Skills
Workers Compensation, Claims, Case Management, Nursing, Insurance, Healthcare, Utilization Management, Liability, Medical Management, Managed Care, Customer Service, Commercial Insurance, Medicare, Public Speaking, Risk Management, General Liability, Case Managment, Claim, Workers' Compensation..., Legal Liability, Medicaid, Underwriting, Long-term Care, Employee Benefits, Disability Management, Legal Nurse Consulting, Training, Casualty, Health Insurance, Management, Property & Casualty..., Claims Management, Software Documentation, General Insurance, Utilization Review, Disease Management, Casualty Insurance
Education
Iowa Methodist Medical Center School of Nursing 1984 — 1987
Diploma, Nursing
Iowa Methodist School of Nursing 1984 — 1987
Nursing, RN
Iowa Nursing 1984 — 1987
No, 078042
Carlisle High School 1981 — 1984
Diploma
LOMA
Pima Community College
Negotiation, Negotiation Training
Pima Community College
United Heartland March 2011 - Present
GENEX Services, Inc. July 2008 - March 2011
Nationwide Insurance January 2004 - July 2008
Continental Western Group January 1999 - January 2004
Principal Financial Group January 1991 - January 1999
Iowa Methodist Medical Center June 1987 - January 1991
Skills
Workers Compensation, Claims, Case Management, Nursing, Insurance, Healthcare, Utilization Management, Liability, Medical Management, Managed Care, Customer Service, Commercial Insurance, Medicare, Public Speaking, Risk Management, General Liability, Case Managment, Claim, Workers' Compensation..., Legal Liability, Medicaid, Underwriting, Long-term Care, Employee Benefits, Disability Management, Legal Nurse Consulting, Training, Casualty, Health Insurance, Management, Property & Casualty..., Claims Management, Software Documentation, General Insurance, Utilization Review, Disease Management, Casualty Insurance
Education
Iowa Methodist Medical Center School of Nursing 1984 — 1987
Diploma, Nursing
Iowa Methodist School of Nursing 1984 — 1987
Nursing, RN
Iowa Nursing 1984 — 1987
No, 078042
Carlisle High School 1981 — 1984
Diploma
LOMA
Pima Community College
Negotiation, Negotiation Training
Pima Community College
Cathy Kellogg's Principal Financial Group Experience October 2008 - March 2010
Job Experienced Insurance Professional
Industry Insurance
Experience
Marsh August 2010 - 2011
Principal Financial Group October 2008 - March 2010
Education
Roosevelt University 1977 — 1981
Bachelors, Computer Science
Marsh August 2010 - 2011
Principal Financial Group October 2008 - March 2010
Education
Roosevelt University 1977 — 1981
Bachelors, Computer Science
Sridhar Somayajula's Principal Financial Group Experience June 2007 - December 2008
Job IT Business Analyst at John Deere
Industry Information Technology and Services
Experience
John Deere April 2012 - Present
John Deere April 2012 - Present
StoneRiver February 2009 - December 2012
Principal Financial Group June 2007 - December 2008
Skills
Requirements Gathering, Business Requirements, SDLC, Business Analysis, Requirements Analysis, User Acceptance Testing, Visio, SQL, Documentation, ClearQuest, Software Development..., DB2, SharePoint, Insurance, Data Warehousing, Business Intelligence
Education
Ranchi University 1984 — 1986
Accounting, Accounts, Tax, Economics, Statistics
John Deere April 2012 - Present
John Deere April 2012 - Present
StoneRiver February 2009 - December 2012
Principal Financial Group June 2007 - December 2008
Skills
Requirements Gathering, Business Requirements, SDLC, Business Analysis, Requirements Analysis, User Acceptance Testing, Visio, SQL, Documentation, ClearQuest, Software Development..., DB2, SharePoint, Insurance, Data Warehousing, Business Intelligence
Education
Ranchi University 1984 — 1986
Accounting, Accounts, Tax, Economics, Statistics
Christine E Brown's Principal Financial Group Experience September 2000 - October 2009
Job Health, Wellness and Fitness Professional
Industry Medical Practice
Experience
Jeffrey L Thomas Real Estate June 2015 - Present
CodeOne, Inc. October 2011 - July 2013
Principal Financial Group September 2000 - October 2009
Skills
Customer Service, Healthcare, Insurance, Outlook, Medical Billing, Data Entry, Microsoft Excel, Microsoft Office, Leadership, Microsoft Word, Management, Training, Health Insurance, Process Improvement, Sales, HIPAA
Education
Pikes Peak Community College 2010 — 2011
Certificate in Medical Billing and Coding, Medical Technology
Jeffrey L Thomas Real Estate June 2015 - Present
CodeOne, Inc. October 2011 - July 2013
Principal Financial Group September 2000 - October 2009
Skills
Customer Service, Healthcare, Insurance, Outlook, Medical Billing, Data Entry, Microsoft Excel, Microsoft Office, Leadership, Microsoft Word, Management, Training, Health Insurance, Process Improvement, Sales, HIPAA
Education
Pikes Peak Community College 2010 — 2011
Certificate in Medical Billing and Coding, Medical Technology
Walter Schmieder, CLU, ChFC, MBA, AEP's Principal Financial Group Experience 1974 - Present
Job Financial Advisor at Principal Financial Goup
Industry Financial Services
Experience
Principal Financial Goup 1974 - Present
Principal Financial Group 1974 - Present
Estate Planning Council of St. Louis July 2011 - June 2012
Skills
Wealth Management, Retirement Planning, Mutual Funds, Series 7, Series 6, Estate Planning, Business Succession...
Education
Regis University 1965 — 1969
Bachelor of Science (BS), Business Admin/Economics
Principal Financial Goup 1974 - Present
Principal Financial Group 1974 - Present
Estate Planning Council of St. Louis July 2011 - June 2012
Skills
Wealth Management, Retirement Planning, Mutual Funds, Series 7, Series 6, Estate Planning, Business Succession...
Education
Regis University 1965 — 1969
Bachelor of Science (BS), Business Admin/Economics
Kimberly Haris's Principal Financial Group Experience 2007 - 2007
Job Manager, Investment Commentary at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments Senior Product ManagerWM Funds DistributorApril 2002 - June 2007
Principal Financial Group 2007 - 2007
Skills
Mutual Funds, Fixed Income, Asset Allocation, Financial Services, Bloomberg, Asset Management, Investment Strategies, Series 7, Investments, Finance, Financial Analysis
Education
Punahou School 1971 — 1984
Franklin Templeton Investments Senior Product ManagerWM Funds DistributorApril 2002 - June 2007
Principal Financial Group 2007 - 2007
Skills
Mutual Funds, Fixed Income, Asset Allocation, Financial Services, Bloomberg, Asset Management, Investment Strategies, Series 7, Investments, Finance, Financial Analysis
Education
Punahou School 1971 — 1984
Vince George's Principal Financial Group Experience June 2014 - Present
Job Senior Sales Representative at Principal Financial Group
Industry Insurance
Experience
Principal Financial Group June 2014 - Present
Ameritas June 2013 - May 2014
Fort Dearborn Life October 2011 - June 2013
Assurant Employee Benefits April 2006 - October 2011
The Gambrinus Company July 2003 - April 2006
Anheuser-Busch June 1990 - July 2003
Skills
Employee Benefits, Disability Insurance, Sales, Marketing, Insurance, Healthcare, Health Insurance, Health Savings Accounts, Life Insurance, Term Life Insurance, Account Management, Sales Management, Underwriting, Brokers, Management, Leadership, Strategic Planning, New Business Development, Customer Service, Long-term Care, Team Building, Benefits Administration
Education
Rockhurst University
BSBA, Marketing
Principal Financial Group June 2014 - Present
Ameritas June 2013 - May 2014
Fort Dearborn Life October 2011 - June 2013
Assurant Employee Benefits April 2006 - October 2011
The Gambrinus Company July 2003 - April 2006
Anheuser-Busch June 1990 - July 2003
Skills
Employee Benefits, Disability Insurance, Sales, Marketing, Insurance, Healthcare, Health Insurance, Health Savings Accounts, Life Insurance, Term Life Insurance, Account Management, Sales Management, Underwriting, Brokers, Management, Leadership, Strategic Planning, New Business Development, Customer Service, Long-term Care, Team Building, Benefits Administration
Education
Rockhurst University
BSBA, Marketing
Anthony Ortale's Principal Financial Group Experience August 1978 - September 1984
Job Pharmacy Support Person at HyVee
Industry Information Technology and Services
Experience
Hy-Vee November 2013 - Present
West Des Moines Community School District July 2012 - November 2013
Hy Vee March 2009 - November 2013
CDS Global October 1984 - February 2009
Principal Financial Group August 1978 - September 1984
Skills
COBOL, Software Development, Access, Programming, Business Analysis, SQL, Software Documentation, Troubleshooting, Program Management
Education
Queensland University of Technology 1975 — 1977
Associate Degree, Accounting, Data Processing
Hy-Vee November 2013 - Present
West Des Moines Community School District July 2012 - November 2013
Hy Vee March 2009 - November 2013
CDS Global October 1984 - February 2009
Principal Financial Group August 1978 - September 1984
Skills
COBOL, Software Development, Access, Programming, Business Analysis, SQL, Software Documentation, Troubleshooting, Program Management
Education
Queensland University of Technology 1975 — 1977
Associate Degree, Accounting, Data Processing
Maitriyi Ramakrishnan's Principal Financial Group Experience 2005 - 2007
Job Engagement Manager at Tata Consultancy Services
Industry Information Technology and Services
Experience
Tata Consultancy Services April 2014 - Present
Tata Consultancy Services October 2010 - December 2012
Tata Consultancy Services 2008 - September 2010
Principal Financial Group 2005 - 2007
Skills
Requirements Analysis, Software Project..., SDLC, Resource Management, Requirements Gathering, Business Analysis
Education
Pondicherry University
Tata Consultancy Services April 2014 - Present
Tata Consultancy Services October 2010 - December 2012
Tata Consultancy Services 2008 - September 2010
Principal Financial Group 2005 - 2007
Skills
Requirements Analysis, Software Project..., SDLC, Resource Management, Requirements Gathering, Business Analysis
Education
Pondicherry University
Lora Brown's Principal Financial Group Experience June 1993 - September 1997
Job Membership Service Representative at YMCA Pikes Peak Region
Industry Consumer Services
Experience
YMCA od Pikes Peak Region September 2011 - Present
YMCA of the Pikes Peak Region September 2011 - Present
Lora's Professional Housecleaning Service January 1993 - January 2012
Principal Financial Group June 1993 - September 1997
Skills
Process Scheduler, Accounting, Time Management, Small Business, Customer Service, Investments, Sales, Filing, Bookkeeping, Customer Satisfaction, Business, Leadership, Management
Education
Pikes Peak Community College 1984 — 1986
Associates, marketing management & communications
YMCA od Pikes Peak Region September 2011 - Present
YMCA of the Pikes Peak Region September 2011 - Present
Lora's Professional Housecleaning Service January 1993 - January 2012
Principal Financial Group June 1993 - September 1997
Skills
Process Scheduler, Accounting, Time Management, Small Business, Customer Service, Investments, Sales, Filing, Bookkeeping, Customer Satisfaction, Business, Leadership, Management
Education
Pikes Peak Community College 1984 — 1986
Associates, marketing management & communications
William Fischbacher's Principal Financial Group Experience March 2015 - Present
Job IT Network Analyst Senior at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group March 2015 - Present
Principal Financial Group January 1996 - March 2015
Skills
Cisco Technologies, Windows Server, SharePoint, VMware, Active Directory, Network Administration, Troubleshooting, Data Center, Network Security, Virtualization, Technical Support, Operating Systems, Computer Hardware, WAN, Unix, Routers, Enterprise Architecture, IT Strategy, Switches, LAN-WAN, Wireless Networking, Network Design, Routing, VoIP, Cloud Computing, VPN, Telecommunications, DHCP, DNS, Network Architecture, Windows, Windows 7, Firewalls
Education
Purdue University 1992 — 1996
Bachelor's Degree, Computer Programming Technology
Principal Financial Group March 2015 - Present
Principal Financial Group January 1996 - March 2015
Skills
Cisco Technologies, Windows Server, SharePoint, VMware, Active Directory, Network Administration, Troubleshooting, Data Center, Network Security, Virtualization, Technical Support, Operating Systems, Computer Hardware, WAN, Unix, Routers, Enterprise Architecture, IT Strategy, Switches, LAN-WAN, Wireless Networking, Network Design, Routing, VoIP, Cloud Computing, VPN, Telecommunications, DHCP, DNS, Network Architecture, Windows, Windows 7, Firewalls
Education
Purdue University 1992 — 1996
Bachelor's Degree, Computer Programming Technology
Alanna Davis's Principal Financial Group Experience October 2013 - Present
Job Administrative Assistant at Principal Financial Group
Industry Accounting
Experience
Principal Financial Group October 2013 - Present
Lurie Besikof Lapidus & Company, LLP June 2002 - August 2013
Broadway Pizza June 2000 - June 2003
Skills
Administrative..., Filing, Data Entry, Outlook, Microsoft Excel, Microsoft Word, Adobe Acrobat, PowerPoint, Spreadsheets, Microsoft Office
Education
Rasmussen College-Minnesota 2013 — 2015
Bachelor's degree, Accounting
Rassmusen Community College 2011 — 2013
Associates in Accounting
University of Phoenix 2009 — 2010
Principal Financial Group October 2013 - Present
Lurie Besikof Lapidus & Company, LLP June 2002 - August 2013
Broadway Pizza June 2000 - June 2003
Skills
Administrative..., Filing, Data Entry, Outlook, Microsoft Excel, Microsoft Word, Adobe Acrobat, PowerPoint, Spreadsheets, Microsoft Office
Education
Rasmussen College-Minnesota 2013 — 2015
Bachelor's degree, Accounting
Rassmusen Community College 2011 — 2013
Associates in Accounting
University of Phoenix 2009 — 2010
Karolyn Young's Principal Financial Group Experience 1993 - 1996
Job Admin Assistant at Atmel Corporation
Industry Semiconductors
Experience
Atmel Corporation July 2000 - Present
Principal Financial Group 1993 - 1996
AAFCU 1989 - 1991
Skills
Administrative..., Microsoft Excel, Outlook, SAP, Recruiting, Software Documentation, Invoicing, Manufacturing, Team Building, Lotus Notes, Microsoft Word, Leadership, Troubleshooting, Semiconductors, Program Management, Continuous Improvement, Process Improvement, Six Sigma, Electronics, Customer Service
Education
Pikes Peak Community College
Atmel Corporation July 2000 - Present
Principal Financial Group 1993 - 1996
AAFCU 1989 - 1991
Skills
Administrative..., Microsoft Excel, Outlook, SAP, Recruiting, Software Documentation, Invoicing, Manufacturing, Team Building, Lotus Notes, Microsoft Word, Leadership, Troubleshooting, Semiconductors, Program Management, Continuous Improvement, Process Improvement, Six Sigma, Electronics, Customer Service
Education
Pikes Peak Community College
sandy georgeson's Principal Financial Group Experience February 2001 - Present
Job Sr Document Specialist at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group February 2001 - Present
energizer power systens January 1994 - November 1999
Skills
Requirements Analysis, Lotus Notes, Outlook, Analysis, Quality Assurance, Administrative..., SharePoint, Business Process, Team Building, Adobe Acrobat, MS Project, Microsoft Excel, PowerPoint, Visio, Process Improvement, Software Documentation, Customer Service, Access, Team Leadership, File Management, Microsoft Word, Business Analysis, Microsoft Office
Education
Regis University
Bacholor degree, Business administration
Principal Financial Group February 2001 - Present
energizer power systens January 1994 - November 1999
Skills
Requirements Analysis, Lotus Notes, Outlook, Analysis, Quality Assurance, Administrative..., SharePoint, Business Process, Team Building, Adobe Acrobat, MS Project, Microsoft Excel, PowerPoint, Visio, Process Improvement, Software Documentation, Customer Service, Access, Team Leadership, File Management, Microsoft Word, Business Analysis, Microsoft Office
Education
Regis University
Bacholor degree, Business administration
Catherine Luginbill's Principal Financial Group Experience 1994 - 1996
Job Personnel Services
Industry Education Management
Experience
Self-employed PersonnelLoudoun county public schoolsJanuary 2014 - Present
Loudoun County Public Schools July 2013 - January 2014
Loudoun County Public Schools (LCPS) August 2007 - August 2012
Ascend Therapeutics 2003 - 2006
Intelitarget 2001 - 2003
Financial Data Planning FDP (Sungard) 1996 - 1998
Principal Financial Group 1994 - 1996
CIGNA 1993 - 1994
Florida Power & Light 1988 - 1991
Education
Purdue University
Bachelor of Science (BS), Management
Self-employed PersonnelLoudoun county public schoolsJanuary 2014 - Present
Loudoun County Public Schools July 2013 - January 2014
Loudoun County Public Schools (LCPS) August 2007 - August 2012
Ascend Therapeutics 2003 - 2006
Intelitarget 2001 - 2003
Financial Data Planning FDP (Sungard) 1996 - 1998
Principal Financial Group 1994 - 1996
CIGNA 1993 - 1994
Florida Power & Light 1988 - 1991
Education
Purdue University
Bachelor of Science (BS), Management
Elsa Perkins's Principal Financial Group Experience January 2005 - April 2009
Job Client Relationship Executive
Industry Insurance
Experience
Sun Life Financial 2012 - Present
Reliance Standard April 2009 - April 2012
Principal Financial Group January 2005 - April 2009
Unum July 1999 - September 2004
Unum July 1997 - July 1999
Unum July 1996 - July 1997
Anthem Health Systems 1986 - 1996
Skills
Employee Benefits, Underwriting, Disability Insurance, FMLA, Life Insurance, Voluntary Employee..., Dental Insurance, Account Management, Insurance, Customer Service, Brokers, Health Insurance, Term Life Insurance, Health Savings Accounts, Long-term Care, Benefits Administration
Education
Robert Morris College 1978 — 1981
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Sun Life Financial 2012 - Present
Reliance Standard April 2009 - April 2012
Principal Financial Group January 2005 - April 2009
Unum July 1999 - September 2004
Unum July 1997 - July 1999
Unum July 1996 - July 1997
Anthem Health Systems 1986 - 1996
Skills
Employee Benefits, Underwriting, Disability Insurance, FMLA, Life Insurance, Voluntary Employee..., Dental Insurance, Account Management, Insurance, Customer Service, Brokers, Health Insurance, Term Life Insurance, Health Savings Accounts, Long-term Care, Benefits Administration
Education
Robert Morris College 1978 — 1981
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Lois Scale's Principal Financial Group Experience December 1987 - March 2007
Job RHIT, CPC at Cancer Treatment Centers of America®
Industry Medical Practice
Experience
John C. Lincoln Health Network December 2012 - Present
Cancer Treatment Centers of America® July 2012 - Present
St. Joseph's Hospital and Medical Center November 2008 - July 2012
Arizona Center for Cancer Care July 2012 - 2012
Principal Financial Group December 1987 - March 2007
Skills
Medical Billing, Hospitals, Medical Records, Healthcare Management, EMR, Medicine, HIPAA, Epic Systems, Medical Transcription, Medicare
Education
Phoenix College 2007 — 2011
Associate's degree, Health Information/Medical Records Technology/Technician
John C. Lincoln Health Network December 2012 - Present
Cancer Treatment Centers of America® July 2012 - Present
St. Joseph's Hospital and Medical Center November 2008 - July 2012
Arizona Center for Cancer Care July 2012 - 2012
Principal Financial Group December 1987 - March 2007
Skills
Medical Billing, Hospitals, Medical Records, Healthcare Management, EMR, Medicine, HIPAA, Epic Systems, Medical Transcription, Medicare
Education
Phoenix College 2007 — 2011
Associate's degree, Health Information/Medical Records Technology/Technician
Jorge Martinez-Fonts's Principal Financial Group Experience 1979 - 2001
Job Retirement Plan Consultant
Industry Financial Services
Experience
Independent September 2014 - Present
ERISA Fiduciary Advisors, Inc. January 2013 - August 2014
The Standard 2002 - 2012
Principal Financial Group 1979 - 2001
Skills
Strategic Planning, Sales, Strategy, New Business Development, Business Strategy, Negotiation, Market Research, Process Improvement, Risk Management, 401k
Education
Rollins College
Bachelor's Degree, Economics
University of Florida
Master's degree, Economics
Independent September 2014 - Present
ERISA Fiduciary Advisors, Inc. January 2013 - August 2014
The Standard 2002 - 2012
Principal Financial Group 1979 - 2001
Skills
Strategic Planning, Sales, Strategy, New Business Development, Business Strategy, Negotiation, Market Research, Process Improvement, Risk Management, 401k
Education
Rollins College
Bachelor's Degree, Economics
University of Florida
Master's degree, Economics
Brent Acree's Principal Financial Group Experience January 2002 - June 2005
Job Senior Underwriter at Medical Protective
Industry Insurance
Experience
Medical Protective UnderwriterMedical ProtectiveJuly 2006 - January 2014
Medical Protective July 2005 - July 2006
Principal Financial Group January 2002 - June 2005
Skills
Underwriting, Insurance, Professional Liability, Commercial Insurance
Education
Purdue University 1996 — 2000
Bachelor's degree, Business Administration and Management, General
Purdue University 1996 — 2000
Bachelor's degree, Business Administration and Management, General
Medical Protective UnderwriterMedical ProtectiveJuly 2006 - January 2014
Medical Protective July 2005 - July 2006
Principal Financial Group January 2002 - June 2005
Skills
Underwriting, Insurance, Professional Liability, Commercial Insurance
Education
Purdue University 1996 — 2000
Bachelor's degree, Business Administration and Management, General
Purdue University 1996 — 2000
Bachelor's degree, Business Administration and Management, General
The Principal Financial Group
BTG Pactual
HuaTai Securities Co.,Ltd.
Guosen Securities
PFG
Principal Financial
Principle
Fubon Financial Holdings