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.,
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Principal Financial Group Employees
Employee
Years
Job
Industry
Bushra Fazal Bushra Fazal's Principal Financial Group Experience August 2014 - Present
Job Financial Advisor at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group August 2014 - Present
Ipsos ASI September 2014 - November 2014
United Bankshares, Inc January 2014 - May 2014
AMJ Lajna August 2010 - June 2013
AMJ Canada- Volunteer with the Publications and MTA Broadcasting Department March 2008 - June 2013
The Honourable Bal Gosal, Minister of State (Sport), Member of Parliament, Bramalea-Gore-Malton January 2012 - April 2013
Elections Canada May 2011 - October 2011
AMJ Canada October 2004 - October 2011
Political Science Society September 2010 - May 2011
AMSA at York University September 2010 - May 2011
Skills
Problem Solving, Policy Analysis, Creative Problem Solving, Creative Strategy, Youth Mentoring, Mentoring, Leadership Development, Organizational..., Event Management, Microsoft Excel, Editing, Public Speaking, PowerPoint, Microsoft Word, Microsoft Office, Policy, Leadership, Management
Education
Ryerson University 2011 — 2013
Master of Arts (M.A.), Economics
York University 2007 — 2011
BA, Honours in Political Science
Maple High School 2003 — 2006
Principal Financial Group August 2014 - Present
Ipsos ASI September 2014 - November 2014
United Bankshares, Inc January 2014 - May 2014
AMJ Lajna August 2010 - June 2013
AMJ Canada- Volunteer with the Publications and MTA Broadcasting Department March 2008 - June 2013
The Honourable Bal Gosal, Minister of State (Sport), Member of Parliament, Bramalea-Gore-Malton January 2012 - April 2013
Elections Canada May 2011 - October 2011
AMJ Canada October 2004 - October 2011
Political Science Society September 2010 - May 2011
AMSA at York University September 2010 - May 2011
Skills
Problem Solving, Policy Analysis, Creative Problem Solving, Creative Strategy, Youth Mentoring, Mentoring, Leadership Development, Organizational..., Event Management, Microsoft Excel, Editing, Public Speaking, PowerPoint, Microsoft Word, Microsoft Office, Policy, Leadership, Management
Education
Ryerson University 2011 — 2013
Master of Arts (M.A.), Economics
York University 2007 — 2011
BA, Honours in Political Science
Maple High School 2003 — 2006
Dan Dalton Dan Dalton's Principal Financial Group Experience January 1996 - February 1998
Job Director, Finance
Industry Computer Software
Experience
Mitchell International (a KKR Portfolio Company) September 2014 - Present
AT&T May 2013 - August 2014
SkinIt Inc. August 2012 - May 2013
TAC Financial, Inc. May 2010 - October 2011
Qualcomm April 2006 - August 2008
Qualcomm April 2003 - April 2006
Qualcomm October 2000 - April 2003
Qualcomm February 1998 - October 2000
Principal Financial Group January 1996 - February 1998
Motorola Solutions June 1995 - August 1995
Skills
Financial Modeling, Microsoft Excel, Cognos, Oracle Applications, Forecasting, Corporate FP&A, PeopleSoft, Contract Negotiation, Sarbanes-Oxley Act, Hyperion Planning, Critical Thinking, Data Mining, Pricing Strategy, Credit Analysis, Microsoft SQL Server, FP&A, Mentoring, Variance Analysis, Financial Forecasting, Financial Analysis, Analysis, Strategic Planning, Leadership, Hyperion Essbase, SAP Business Objects, OBIEE, Competitive Analysis, Analytics, Budgets, Start-ups, Management, Essbase, Strategy
Education
San Diego State University-California State University 2000 — 2002
Master of Science in Business Administration
University of Iowa 1992 — 1995
Bachelor of Business Administration (BBA)
Mitchell International (a KKR Portfolio Company) September 2014 - Present
AT&T May 2013 - August 2014
SkinIt Inc. August 2012 - May 2013
TAC Financial, Inc. May 2010 - October 2011
Qualcomm April 2006 - August 2008
Qualcomm April 2003 - April 2006
Qualcomm October 2000 - April 2003
Qualcomm February 1998 - October 2000
Principal Financial Group January 1996 - February 1998
Motorola Solutions June 1995 - August 1995
Skills
Financial Modeling, Microsoft Excel, Cognos, Oracle Applications, Forecasting, Corporate FP&A, PeopleSoft, Contract Negotiation, Sarbanes-Oxley Act, Hyperion Planning, Critical Thinking, Data Mining, Pricing Strategy, Credit Analysis, Microsoft SQL Server, FP&A, Mentoring, Variance Analysis, Financial Forecasting, Financial Analysis, Analysis, Strategic Planning, Leadership, Hyperion Essbase, SAP Business Objects, OBIEE, Competitive Analysis, Analytics, Budgets, Start-ups, Management, Essbase, Strategy
Education
San Diego State University-California State University 2000 — 2002
Master of Science in Business Administration
University of Iowa 1992 — 1995
Bachelor of Business Administration (BBA)
Clarissa Hobson, CFP® Clarissa Hobson, CFP®'s Principal Financial Group Experience March 2008 - December 2009
Job Senior Financial Planning Advisor at Carnick & Kubik
Industry Financial Services
Experience
Carnick & Kubik January 2010 - Present
Principal Financial Group March 2008 - December 2009
Principal Financial Group March 2006 - March 2008
AmSouth Bank September 2001 - December 2005
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Retirement, Investments, Public Speaking, 401k, Strategic Planning, Uniform Combined State..., Insurance, Asset Allocation, Marketing, Leadership, Financial Advisory, Financial Planners, Estate Planning, Mutual Funds, Fundraising, Risk Management, Finance, Investment Advisory, Investment Strategies, Securities, Pensions, Organizational..., Event Management, Portfolio Management, Financial Analysis, Microsoft Excel, Coaching, Asset Management, Employee Benefits, IRAs, Wealth, Asset Managment, Microsoft Office, Sales, Customer Service
Education
Sewanee-The University of the South 1997 — 2001
B.A., Political Science, Magna Cum Laude
The Westminster Schools 1993 — 1997
High School Diploma
Carnick & Kubik January 2010 - Present
Principal Financial Group March 2008 - December 2009
Principal Financial Group March 2006 - March 2008
AmSouth Bank September 2001 - December 2005
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Retirement, Investments, Public Speaking, 401k, Strategic Planning, Uniform Combined State..., Insurance, Asset Allocation, Marketing, Leadership, Financial Advisory, Financial Planners, Estate Planning, Mutual Funds, Fundraising, Risk Management, Finance, Investment Advisory, Investment Strategies, Securities, Pensions, Organizational..., Event Management, Portfolio Management, Financial Analysis, Microsoft Excel, Coaching, Asset Management, Employee Benefits, IRAs, Wealth, Asset Managment, Microsoft Office, Sales, Customer Service
Education
Sewanee-The University of the South 1997 — 2001
B.A., Political Science, Magna Cum Laude
The Westminster Schools 1993 — 1997
High School Diploma
Alexander Treece Sr Alexander Treece Sr's Principal Financial Group Experience January 2010 - Present
Job Princor Registered Representative, Financial Representative
Industry Financial Services
Experience
Principal Financial Group January 2010 - Present
Trenton Kiwanis 2005 - Present
Trenton High School 2007 - 2008
MTAACC 2005 - 2008
Trenton Tractor & Equipment 1988 - 2008
Ford Tractor / New Holland February 1977 - February 1988
Skills
Strategic Financial..., Program Management, Strategic Planning, Risk Management, Series 7, Estate Planning, Forecasting, Team Building, Budgets, Process Improvement, Investments, New Business Development, Negotiation, Customer Service, Retirement Planning, Leadership
Education
Siena College 1971 — 1975
BS, Finance
lansingburg high school 1967 — 1971
HS Diploma, college Prep
Principal Financial Group January 2010 - Present
Trenton Kiwanis 2005 - Present
Trenton High School 2007 - 2008
MTAACC 2005 - 2008
Trenton Tractor & Equipment 1988 - 2008
Ford Tractor / New Holland February 1977 - February 1988
Skills
Strategic Financial..., Program Management, Strategic Planning, Risk Management, Series 7, Estate Planning, Forecasting, Team Building, Budgets, Process Improvement, Investments, New Business Development, Negotiation, Customer Service, Retirement Planning, Leadership
Education
Siena College 1971 — 1975
BS, Finance
lansingburg high school 1967 — 1971
HS Diploma, college Prep
Ron Buffington Ron Buffington's Principal Financial Group Experience January 1979 - December 1995
Job Ron's Computer Services
Industry Information Technology and Services
Experience
Self-employed Owner/OperatorGeneral ManagerMonteagle Sunday School AssemblyJune 2000 - January 2010
Principal Financial Group January 1979 - December 1995
Education
Samford University 1964 — 1968
Bachelor of Arts (B.A.), Business Administration and Management, General
Self-employed Owner/OperatorGeneral ManagerMonteagle Sunday School AssemblyJune 2000 - January 2010
Principal Financial Group January 1979 - December 1995
Education
Samford University 1964 — 1968
Bachelor of Arts (B.A.), Business Administration and Management, General
Ashley Werner Ashley Werner's Principal Financial Group Experience 2002 - 2006
Job Digital Marketing Specialist
Industry Internet
Experience
Iowa Realty April 2015 - Present
Psych Assoc January 2015 - Present
Freelance January 2008 - Present
Meredith August 2012 - April 2014
Meredith October 2011 - August 2012
Meredith September 2010 - June 2011
Meredith Corporation April 2006 - November 2008
Principal Financial Group 2002 - 2006
Boyt Harness Company May 1998 - May 1999
Skills
Social Media, Email Marketing, Digital Marketing, Marketing, E-commerce, Web Marketing, Web Analytics, Social Media Marketing, Digital Strategy, Online Marketing, Facebook, Advertising, Digital Media, Integrated Marketing, Online Advertising, Marketing Strategy, Social Networking, Content Strategy, Marketing Communications, Newsletters, New Media, Blogging, Direct Marketing, SEO, Copywriting, Publishing, Email Strategy
Education
Simpson College
Iowa Realty April 2015 - Present
Psych Assoc January 2015 - Present
Freelance January 2008 - Present
Meredith August 2012 - April 2014
Meredith October 2011 - August 2012
Meredith September 2010 - June 2011
Meredith Corporation April 2006 - November 2008
Principal Financial Group 2002 - 2006
Boyt Harness Company May 1998 - May 1999
Skills
Social Media, Email Marketing, Digital Marketing, Marketing, E-commerce, Web Marketing, Web Analytics, Social Media Marketing, Digital Strategy, Online Marketing, Facebook, Advertising, Digital Media, Integrated Marketing, Online Advertising, Marketing Strategy, Social Networking, Content Strategy, Marketing Communications, Newsletters, New Media, Blogging, Direct Marketing, SEO, Copywriting, Publishing, Email Strategy
Education
Simpson College
Jolynn Petrlich Jolynn Petrlich's Principal Financial Group Experience 1990 - 1995
Job Sales at Continental Airlines (now UA)
Industry Real Estate
Experience
Continental Airlines (now UA) 1994 - Present
Equity Realty Advantage 1989 - Present
Principal Financial Group 1990 - 1995
ZCMI Department Store 1987 - 1989
Skills
Sales Management, Sales, Merchandising, Insurance Claims, Selling, Real Estate, Contract Negotiation, Insurance
Education
Salt Lake Community College 1971 — 1972
Hillcrest High School 1969 — 1970
Graduated High School
Continental Airlines (now UA) 1994 - Present
Equity Realty Advantage 1989 - Present
Principal Financial Group 1990 - 1995
ZCMI Department Store 1987 - 1989
Skills
Sales Management, Sales, Merchandising, Insurance Claims, Selling, Real Estate, Contract Negotiation, Insurance
Education
Salt Lake Community College 1971 — 1972
Hillcrest High School 1969 — 1970
Graduated High School
Mary Freel, QPA, QKA Mary Freel, QPA, QKA's Principal Financial Group Experience January 1999 - Present
Job Business Coordinator at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group January 1999 - Present
Skills
401k, Defined Benefit, 403 b, Retirement Plan..., Pension Administration, ERISA, Retirement Plan..., Defined Contribution, Deferred Compensation, Mergers & Acquisitions, Retirement, Retirement Planning, Pensions, Employee Benefits, Investments, Mutual Funds, Series 7, Financial Services, Series 63, Fixed Annuities
Education
Rutgers, The State University of New Jersey-New Brunswick 1981 — 1985
Bachelor's degree, Psychology
Principal Financial Group January 1999 - Present
Skills
401k, Defined Benefit, 403 b, Retirement Plan..., Pension Administration, ERISA, Retirement Plan..., Defined Contribution, Deferred Compensation, Mergers & Acquisitions, Retirement, Retirement Planning, Pensions, Employee Benefits, Investments, Mutual Funds, Series 7, Financial Services, Series 63, Fixed Annuities
Education
Rutgers, The State University of New Jersey-New Brunswick 1981 — 1985
Bachelor's degree, Psychology
Dawn Card Dawn Card's Principal Financial Group Experience April 2008 - October 2012
Job Experienced Field Service Director and Process Improvement Specialist
Industry Insurance
Experience
Principal Financial Group April 2008 - October 2012
HRH August 2005 - August 2007
Brown & Brown Insurance August 2003 - August 2005
Principal Financial Group 2001 - 2003
Marsh, Inc June 2000 - September 2001
CIGNA Healthcare March 1997 - June 2000
Skills
Employee Benefits, Disability Insurance, Health Insurance, Health Savings Accounts, Insurance, Budgets, Brokers, Life Insurance, 401k, Term Life Insurance, Account Management, Benefits Administration, Performance Management, Team Leadership, Business Process..., Human Resources, Hiring, Benefits Negotiation, Benefits Communication, Benefits Strategy, Compliance Management, Budget Management, Budget Allocation, Virtual Teams, Strategic Leadership, Consultative Selling, Project Management, Project Planning, DMAIC, DFSS Green Belt, Six Sigma
Education
Thomas Edison State College 2014 — 2015
Bachelor of Science (BS), Organizational Leadership
Thomas Edison State College
Associate in Natural Science and Mathematics, Biology, 3.925
Rutgers, The State University of New Jersey - Rutgers Business School
Project Management, Lean and Six Sigma Green Belt Professional Certificate
Principal Financial Group April 2008 - October 2012
HRH August 2005 - August 2007
Brown & Brown Insurance August 2003 - August 2005
Principal Financial Group 2001 - 2003
Marsh, Inc June 2000 - September 2001
CIGNA Healthcare March 1997 - June 2000
Skills
Employee Benefits, Disability Insurance, Health Insurance, Health Savings Accounts, Insurance, Budgets, Brokers, Life Insurance, 401k, Term Life Insurance, Account Management, Benefits Administration, Performance Management, Team Leadership, Business Process..., Human Resources, Hiring, Benefits Negotiation, Benefits Communication, Benefits Strategy, Compliance Management, Budget Management, Budget Allocation, Virtual Teams, Strategic Leadership, Consultative Selling, Project Management, Project Planning, DMAIC, DFSS Green Belt, Six Sigma
Education
Thomas Edison State College 2014 — 2015
Bachelor of Science (BS), Organizational Leadership
Thomas Edison State College
Associate in Natural Science and Mathematics, Biology, 3.925
Rutgers, The State University of New Jersey - Rutgers Business School
Project Management, Lean and Six Sigma Green Belt Professional Certificate
Bruce Weigel, CRPC®, AAMS® Bruce Weigel, CRPC®, AAMS®'s Principal Financial Group Experience July 2013 - Present
Job Financial Services Representative, Princor Registered Representative, Financial Advisor at Principal Financial Group
Industry Insurance
Experience
Principal Financial Group July 2013 - Present
MetLife May 2010 - June 2013
Merrill Lynch November 2007 - April 2010
A.G. Edwards & Sons, Inc. August 2005 - October 2007
Digital Equipment Corp. 1986 - 1993
Skills
401 (k), 403 (b), SEP..., Annuities (Variable &..., Asset Allocation, Business Continuation..., Business Overhead..., Buy-Sell Agreements, Buy-Sell Review, Charitable Giving, College Funding..., Deferred Compensation..., Dental Insurance, Disability Income..., Estate Planning, Executive Benefits..., Financial Needs Analysis, Income Protection, Informal Business..., IRA's (Traditional &..., Key Person Insurance, Long Term Care Insurance, Mutual Funds, Pension Plans, Salary Continuation, Series 7, 66..., Split Dollar Plans, Supplemental Retirement..., Survivor Income, Tax Deferred Savings, Term Life Insurance, Universal Life Insurance, Whole Life Insurance, Wealth Accumulation, Wellness Programs
Education
San Diego State University-California State University 1975 — 1977
Bachelor of Science (B.S.), Business Administration - Concentration Accounting
Principal Financial Group July 2013 - Present
MetLife May 2010 - June 2013
Merrill Lynch November 2007 - April 2010
A.G. Edwards & Sons, Inc. August 2005 - October 2007
Digital Equipment Corp. 1986 - 1993
Skills
401 (k), 403 (b), SEP..., Annuities (Variable &..., Asset Allocation, Business Continuation..., Business Overhead..., Buy-Sell Agreements, Buy-Sell Review, Charitable Giving, College Funding..., Deferred Compensation..., Dental Insurance, Disability Income..., Estate Planning, Executive Benefits..., Financial Needs Analysis, Income Protection, Informal Business..., IRA's (Traditional &..., Key Person Insurance, Long Term Care Insurance, Mutual Funds, Pension Plans, Salary Continuation, Series 7, 66..., Split Dollar Plans, Supplemental Retirement..., Survivor Income, Tax Deferred Savings, Term Life Insurance, Universal Life Insurance, Whole Life Insurance, Wealth Accumulation, Wellness Programs
Education
San Diego State University-California State University 1975 — 1977
Bachelor of Science (B.S.), Business Administration - Concentration Accounting
Josseph Cruz Josseph Cruz's Principal Financial Group Experience March 2012 - Present
Job Financial Advisor at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company August 2012 - Present
Principal Financial Group March 2012 - Present
National Life Group March 2012 - August 2012
Costco Wholesale January 2010 - April 2011
Skills
General Insurance, Health Insurance, Property & Casualty..., Insurance, Term Life Insurance, Casualty, Liability, Disability Insurance, Claim, Professional Liability, Legal Liability
Education
Santiago Canyon College 2012 — 2014
In Process, International Finance
New York Life Insurance Company August 2012 - Present
Principal Financial Group March 2012 - Present
National Life Group March 2012 - August 2012
Costco Wholesale January 2010 - April 2011
Skills
General Insurance, Health Insurance, Property & Casualty..., Insurance, Term Life Insurance, Casualty, Liability, Disability Insurance, Claim, Professional Liability, Legal Liability
Education
Santiago Canyon College 2012 — 2014
In Process, International Finance
Amanda Ambrose Amanda Ambrose's Principal Financial Group Experience May 2012 - Present
Job Business Analyst at Principal Financial Group
Industry Information Technology and Services
Experience
Principal Financial Group May 2012 - Present
Simpson College January 2012 - April 2012
Simpson College September 2011 - December 2011
Principal Financial Group May 2011 - August 2011
Simpson College August 2010 - May 2011
Simpson College August 2009 - January 2011
Honey Creek Resort State Park May 2010 - August 2010
Honey Creek Resort May 2009 - August 2009
Monroe County Aquatic Center May 2006 - August 2008
Albia Community Schools June 2006 - August 2006
Skills
HTML, Visio, Java, SQL, Microsoft Office, InDesign, Photoshop, Databases, Business Analysis, Project Management, Communication, Critical Thinking, Innovation, Collaboration, Strategy, Time Management
Education
Simpson College 2008 — 2012
B.A., Business Management, Computer Information Systems
Albia High School 2005 — 2008
HS Diploma, General Education
Principal Financial Group May 2012 - Present
Simpson College January 2012 - April 2012
Simpson College September 2011 - December 2011
Principal Financial Group May 2011 - August 2011
Simpson College August 2010 - May 2011
Simpson College August 2009 - January 2011
Honey Creek Resort State Park May 2010 - August 2010
Honey Creek Resort May 2009 - August 2009
Monroe County Aquatic Center May 2006 - August 2008
Albia Community Schools June 2006 - August 2006
Skills
HTML, Visio, Java, SQL, Microsoft Office, InDesign, Photoshop, Databases, Business Analysis, Project Management, Communication, Critical Thinking, Innovation, Collaboration, Strategy, Time Management
Education
Simpson College 2008 — 2012
B.A., Business Management, Computer Information Systems
Albia High School 2005 — 2008
HS Diploma, General Education
Kendall Fisher Kendall Fisher's Principal Financial Group Experience December 2013 - Present
Job Account Services Specialist at The Principal Financial Group MidAtlantic Business Center
Industry Financial Services
Experience
Mid-Atlantic Business Center December 2012 - Present
Principal Financial Group December 2013 - Present
Denim Habit September 2006 - June 2012
BMW of the Main Line May 2010 - September 2011
MINI of the Main Line May 2010 - September 2011
Skills
401k, 403 b, SEP IRA, Simple IRA, IRAs, Roth IRA, Variable Annuities, Financial Needs Analysis, Long Term Care Insurance, Mutual Funds, Tax-Deferred Savings, Series 7, Term Life Insurance, Universal Life Insurance, Wealth Accumulation
Education
Rutgers, The State University of New Jersey-Camden 2009 — 2012
Bachelor of Science (B.S.) (2), Marketing and Business Management, 3.87 GPA
Mid-Atlantic Business Center December 2012 - Present
Principal Financial Group December 2013 - Present
Denim Habit September 2006 - June 2012
BMW of the Main Line May 2010 - September 2011
MINI of the Main Line May 2010 - September 2011
Skills
401k, 403 b, SEP IRA, Simple IRA, IRAs, Roth IRA, Variable Annuities, Financial Needs Analysis, Long Term Care Insurance, Mutual Funds, Tax-Deferred Savings, Series 7, Term Life Insurance, Universal Life Insurance, Wealth Accumulation
Education
Rutgers, The State University of New Jersey-Camden 2009 — 2012
Bachelor of Science (B.S.) (2), Marketing and Business Management, 3.87 GPA
Billy Konczak, MA Billy Konczak, MA's Principal Financial Group Experience July 2015 - Present
Job Inside Sales Specialist at Principal Financial Group
Industry Marketing and Advertising
Experience
Principal Financial Group July 2015 - Present
Altria August 2012 - April 2015
Houston Aeros Hockey Club May 2012 - August 2012
Houston Aeros Hockey Club September 2011 - May 2012
United States Air Force May 2001 - May 2007
Skills
Military Operations, Leadership, Training, Event Management, Social Media, Sales Operations, Customer Service, Facebook, Sports Management, Sales, Team Building, Sports, Marketing, Team Leadership, Microsoft Office, PowerPoint, Selling, Social Networking, Fundraising, Brand Management, Microsoft Excel, Public Speaking, Sales Management, Cold Calling, Retail, Account Management, Event Planning, Social Media Marketing, Sports Marketing
Education
Sam Houston State University 2011 — 2012
Master of Arts (M.A.), Sport Management
Sam Houston State University 2007 — 2010
Bachelor of Science (B.S.), Kinesiology and Exercise Science
Principal Financial Group July 2015 - Present
Altria August 2012 - April 2015
Houston Aeros Hockey Club May 2012 - August 2012
Houston Aeros Hockey Club September 2011 - May 2012
United States Air Force May 2001 - May 2007
Skills
Military Operations, Leadership, Training, Event Management, Social Media, Sales Operations, Customer Service, Facebook, Sports Management, Sales, Team Building, Sports, Marketing, Team Leadership, Microsoft Office, PowerPoint, Selling, Social Networking, Fundraising, Brand Management, Microsoft Excel, Public Speaking, Sales Management, Cold Calling, Retail, Account Management, Event Planning, Social Media Marketing, Sports Marketing
Education
Sam Houston State University 2011 — 2012
Master of Arts (M.A.), Sport Management
Sam Houston State University 2007 — 2010
Bachelor of Science (B.S.), Kinesiology and Exercise Science
Sean P Laughney Sean P Laughney's Principal Financial Group Experience April 2014 - July 2014
Job Relationship Banker, JP Morgan Chase Bank, N.A.
Industry Banking
Experience
JPMorgan Chase & Co. September 2014 - Present
Principal Financial Group April 2014 - July 2014
EDJ Investment Services 2010 - 2014
Lindamar Industries, Inc. April 1991 - June 2008
Argon Industries, Inc. February 1986 - April 1991
Education
San Diego State University-California State University 1980 — 1985
BS, Business Administration / Marketing
JPMorgan Chase & Co. September 2014 - Present
Principal Financial Group April 2014 - July 2014
EDJ Investment Services 2010 - 2014
Lindamar Industries, Inc. April 1991 - June 2008
Argon Industries, Inc. February 1986 - April 1991
Education
San Diego State University-California State University 1980 — 1985
BS, Business Administration / Marketing
Josh Hampleman Josh Hampleman's Principal Financial Group Experience May 2015 - Present
Job Marketing Data Analyst at Principal Financial Group
Industry Investment Management
Experience
Principal Financial Group May 2015 - Present
Principal Financial Group February 2014 - May 2015
Principal Financial Group November 2009 - February 2014
Software Noggin December 2006 - November 2009
Hewlett-Packard January 2001 - January 2002
World's Finest Chocolate August 2000 - May 2001
Education
University of San Diego 2004 — 2006
BBA, Business Administration / Accounting
Sierra College 2003 — 2004
Associates, Business / Marketing / Advertising
University of California, Davis 2002 — 2003
NA, Aeronautical Engineering
Principal Financial Group May 2015 - Present
Principal Financial Group February 2014 - May 2015
Principal Financial Group November 2009 - February 2014
Software Noggin December 2006 - November 2009
Hewlett-Packard January 2001 - January 2002
World's Finest Chocolate August 2000 - May 2001
Education
University of San Diego 2004 — 2006
BBA, Business Administration / Accounting
Sierra College 2003 — 2004
Associates, Business / Marketing / Advertising
University of California, Davis 2002 — 2003
NA, Aeronautical Engineering
Michael Dennison Michael Dennison's Principal Financial Group Experience January 2014 - Present
Job Regional Managing Director at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group January 2014 - Present
Kickstarter 2014 - 2015
Kickstarter 2014 - 2015
Kickstarter 2014 - 2015
Principal Financial Group March 2012 - January 2014
Principal Financial Group December 2011 - March 2012
Xceed Financial Credit Union November 2010 - February 2012
Wachovia, A Wells Fargo Company June 2008 - November 2010
Citibank April 2005 - June 2008
American Express Financial Advisors 2004 - 2005
Skills
Series 7, Series 66, Retirement Planning, Financial Planning, Investments, Estate Planning, Mutual Funds, Management, Team Leadership, Leadership Development, Investment Management, Sales Management, Sales Process..., Wealth Management, Strategic Financial..., Portfolio Management, Uniform Combined State..., Asset Allocation, Series 63, Finance
Education
San Jose State University 2002 — 2005
Bachelor's degree, Finance
The American College
Currently working towards obtaining CLU Certification
Principal Financial Group January 2014 - Present
Kickstarter 2014 - 2015
Kickstarter 2014 - 2015
Kickstarter 2014 - 2015
Principal Financial Group March 2012 - January 2014
Principal Financial Group December 2011 - March 2012
Xceed Financial Credit Union November 2010 - February 2012
Wachovia, A Wells Fargo Company June 2008 - November 2010
Citibank April 2005 - June 2008
American Express Financial Advisors 2004 - 2005
Skills
Series 7, Series 66, Retirement Planning, Financial Planning, Investments, Estate Planning, Mutual Funds, Management, Team Leadership, Leadership Development, Investment Management, Sales Management, Sales Process..., Wealth Management, Strategic Financial..., Portfolio Management, Uniform Combined State..., Asset Allocation, Series 63, Finance
Education
San Jose State University 2002 — 2005
Bachelor's degree, Finance
The American College
Currently working towards obtaining CLU Certification
Dominique Woodbury Dominique Woodbury's Principal Financial Group Experience March 2004 - July 2005
Job Property Manager at Concept Property Management
Industry Accounting
Experience
Concept Property Management June 2015 - Present
Concept Property Management April 2015 - Present
Tsunami Restaurant March 2014 - Present
Aeropostale September 2013 - March 2014
Aeropostale August 2006 - August 2013
Bath & Body Works March 2005 - April 2007
Principal Financial Group March 2004 - July 2005
Vanity September 1999 - February 2004
Skills
Sales Management, Operations Management, Visual Merchandising, Inventory Management, Associate Development, Loss Prevention, Employee Training, Merchandising, Store Operations, Store Management, Retail Sales, Hiring, Training, New Store Openings, Driving Results, Management, Inventory Control, Fashion, Merchandise Planning
Education
Salt Lake Community College
Business
Concept Property Management June 2015 - Present
Concept Property Management April 2015 - Present
Tsunami Restaurant March 2014 - Present
Aeropostale September 2013 - March 2014
Aeropostale August 2006 - August 2013
Bath & Body Works March 2005 - April 2007
Principal Financial Group March 2004 - July 2005
Vanity September 1999 - February 2004
Skills
Sales Management, Operations Management, Visual Merchandising, Inventory Management, Associate Development, Loss Prevention, Employee Training, Merchandising, Store Operations, Store Management, Retail Sales, Hiring, Training, New Store Openings, Driving Results, Management, Inventory Control, Fashion, Merchandise Planning
Education
Salt Lake Community College
Business
Gina Pierson Gina Pierson's Principal Financial Group Experience October 2010 - December 2014
Job Managed Security Engineer at STIGroup, Ltd
Industry Information Technology and Services
Experience
STIGroup, Ltd June 2015 - Present
NJIT CPE Project March 2015 - May 2015
Principal Financial Group October 2010 - December 2014
Self-Employed May 2006 - October 2010
Chugach Alaska Corporation August 2005 - May 2006
AlphaInsight Corporation August 2002 - August 2005
Prudential Financial 1997 - 2002
Skills
System Administration, Networking, Software Documentation, SharePoint, Project Management, Security, Leadership, Microsoft Office, Management, Team Building, Process Improvement, Unix, Training, Team Leadership, Business Analysis, Databases, Microsoft Excel, Change Management, Photoshop, ITIL, Strategic Planning, Public Speaking, Windows, Project Coordination, Customer Service, Troubleshooting, Teaching, Photography, Adobe Creative Suite, Compliance, Documentation, Creative Problem Solving, Web Analytics, Technical Training, Mac OS, Cyber-security, Information Security
Education
Rutgers University-New Brunswick 2015 — 2015
EC-Council - Certified Ethical Hacker (CEH)
New Jersey Institute of Technology
IT Project Management, PMP and CAPM
Thomas Edison State College
BSAST, Technical Studies
STIGroup, Ltd June 2015 - Present
NJIT CPE Project March 2015 - May 2015
Principal Financial Group October 2010 - December 2014
Self-Employed May 2006 - October 2010
Chugach Alaska Corporation August 2005 - May 2006
AlphaInsight Corporation August 2002 - August 2005
Prudential Financial 1997 - 2002
Skills
System Administration, Networking, Software Documentation, SharePoint, Project Management, Security, Leadership, Microsoft Office, Management, Team Building, Process Improvement, Unix, Training, Team Leadership, Business Analysis, Databases, Microsoft Excel, Change Management, Photoshop, ITIL, Strategic Planning, Public Speaking, Windows, Project Coordination, Customer Service, Troubleshooting, Teaching, Photography, Adobe Creative Suite, Compliance, Documentation, Creative Problem Solving, Web Analytics, Technical Training, Mac OS, Cyber-security, Information Security
Education
Rutgers University-New Brunswick 2015 — 2015
EC-Council - Certified Ethical Hacker (CEH)
New Jersey Institute of Technology
IT Project Management, PMP and CAPM
Thomas Edison State College
BSAST, Technical Studies
Tom Zapala Tom Zapala's Principal Financial Group Experience 2001 - 2004
Job UX Architect at Anthem, Inc.
Industry Design
Experience
Anthem, Inc. IBM Watson Artificial Intelligence Initiative May 2013 - Present
Aspen Square Management 2011 - February 2013
Allscripts (formerly Eclypsis Corporation/Primise) 2008 - 2011
Babytooth Technologies, Inc. 2005 - 2008
ANU Technologies LLC 2002 - 2006
Principal Financial Group 2001 - 2004
Skills
Graphic Design, User Interface Design, User Experience, HTML, Web Design, Photoshop, JQuery Mobile HTML 5, MVC Front End..., CRM, UI Design (Expert), Microsoft Expression..., Microsoft ASP, Kendo Telerik, WebTrends Analytics, 3D Rendering (Expert), Flash, .NET, iOS development, ERP System Design, 3D Modeling (Expert), In-Design, Dreamweaver, MS Office Professional, 3D Graphics, Adobe Creative Suite, Modo, SVG, InDesign, HTML 5, Microsoft Office, CSS, ASP, Marketing, jQuery, Creative Direction, User-centered Design, Usability Testing, Expression Blend, User Interface, Interaction Design, Social Media Marketing, HTML5
Education
Savannah College of Art and Design 1997 — 2010
Bachelor of Fine Arts (B.F.A.), 3D Modeling and Animation
Anthem, Inc. IBM Watson Artificial Intelligence Initiative May 2013 - Present
Aspen Square Management 2011 - February 2013
Allscripts (formerly Eclypsis Corporation/Primise) 2008 - 2011
Babytooth Technologies, Inc. 2005 - 2008
ANU Technologies LLC 2002 - 2006
Principal Financial Group 2001 - 2004
Skills
Graphic Design, User Interface Design, User Experience, HTML, Web Design, Photoshop, JQuery Mobile HTML 5, MVC Front End..., CRM, UI Design (Expert), Microsoft Expression..., Microsoft ASP, Kendo Telerik, WebTrends Analytics, 3D Rendering (Expert), Flash, .NET, iOS development, ERP System Design, 3D Modeling (Expert), In-Design, Dreamweaver, MS Office Professional, 3D Graphics, Adobe Creative Suite, Modo, SVG, InDesign, HTML 5, Microsoft Office, CSS, ASP, Marketing, jQuery, Creative Direction, User-centered Design, Usability Testing, Expression Blend, User Interface, Interaction Design, Social Media Marketing, HTML5
Education
Savannah College of Art and Design 1997 — 2010
Bachelor of Fine Arts (B.F.A.), 3D Modeling and Animation
Anh Nguyen, CPA, CFP® Anh Nguyen, CPA, CFP®'s Principal Financial Group Experience August 2010 - Present
Job Senior Financial Advisor at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group August 2010 - Present
Ameriprise Financial Services, Inc. October 1998 - July 2010
Multivision Cable 1993 - 1998
Comcast 1986 - 1993
C H Hamilton & Company, CPA 1982 - 1986
Fay H Blair, CPA 1980 - 1982
Skills
Retirement, Retirement Planning, Strategic Financial..., Long-term Care, Small Business, Wealth, Investment Advisory, Investments, Strategy, Fixed Annuities, Finance, Insurance, Disability Insurance, Tax, Financial Advisory, Financial Planners, Personal Finance, IRAs, 401k, Wealth Accumulation, Estate Planning, Portfolio Management, 401k Rollovers, Wealth Management, Mutual Funds, Uniform Combined State..., Wealth Management..., Personal Financial..., Saving for Education, Financial Planning
Education
San Francisco State University
Bachelor of Science (B.S.), Business Administration (Accounting)
Lycee Marie Curie
Principal Financial Group August 2010 - Present
Ameriprise Financial Services, Inc. October 1998 - July 2010
Multivision Cable 1993 - 1998
Comcast 1986 - 1993
C H Hamilton & Company, CPA 1982 - 1986
Fay H Blair, CPA 1980 - 1982
Skills
Retirement, Retirement Planning, Strategic Financial..., Long-term Care, Small Business, Wealth, Investment Advisory, Investments, Strategy, Fixed Annuities, Finance, Insurance, Disability Insurance, Tax, Financial Advisory, Financial Planners, Personal Finance, IRAs, 401k, Wealth Accumulation, Estate Planning, Portfolio Management, 401k Rollovers, Wealth Management, Mutual Funds, Uniform Combined State..., Wealth Management..., Personal Financial..., Saving for Education, Financial Planning
Education
San Francisco State University
Bachelor of Science (B.S.), Business Administration (Accounting)
Lycee Marie Curie
Dawn Mather Dawn Mather's Principal Financial Group Experience June 2015 - Present
Job Customer Experience Strategist at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group June 2015 - Present
Principal Financial Group April 2011 - Present
Principal Financial Group August 2004 - April 2011
Skills
Retirement, Marketing Communications, Internal Communications, Corporate Communications, Strategic Communications
Education
Simpson College 2012 — 2013
Bachelor's Degree, Integrated Marketing and Communications
Simpson College 2003 — 2006
Bachelor's Degree, Marketing
Principal Financial Group June 2015 - Present
Principal Financial Group April 2011 - Present
Principal Financial Group August 2004 - April 2011
Skills
Retirement, Marketing Communications, Internal Communications, Corporate Communications, Strategic Communications
Education
Simpson College 2012 — 2013
Bachelor's Degree, Integrated Marketing and Communications
Simpson College 2003 — 2006
Bachelor's Degree, Marketing
Lance Monaco's Principal Financial Group Experience June 2008 - May 2009
Job Account Manager at CEB, partnering with Fortune 1000 CSuite Executives to enable growth & optimize efficiencies
Industry Management Consulting
Experience
CEB February 2015 - Present
CEB September 2013 - January 2015
CEB December 2012 - August 2013
Corporate Executive Board February 2012 - December 2012
Corporate Executive Board March 2011 - January 2012
San Diego Workforce Partnership May 2010 - June 2010
Principal Financial Group June 2008 - May 2009
Skills
Marketing Strategy, Microsoft Office, Salesforce.com, Sales, Marketing, Business Development, Microsoft Excel, Outlook, Integrated Marketing, Account Management, New Business Development, Social Media, Social Networking, Research, Data Analysis, Market Research, Strategy
Education
San Diego State University-California State University 2006 — 2010
BS, Financial Services, Minor in Economics
University of South Australia 2009 — 2009
Business Adminsitration
CEB February 2015 - Present
CEB September 2013 - January 2015
CEB December 2012 - August 2013
Corporate Executive Board February 2012 - December 2012
Corporate Executive Board March 2011 - January 2012
San Diego Workforce Partnership May 2010 - June 2010
Principal Financial Group June 2008 - May 2009
Skills
Marketing Strategy, Microsoft Office, Salesforce.com, Sales, Marketing, Business Development, Microsoft Excel, Outlook, Integrated Marketing, Account Management, New Business Development, Social Media, Social Networking, Research, Data Analysis, Market Research, Strategy
Education
San Diego State University-California State University 2006 — 2010
BS, Financial Services, Minor in Economics
University of South Australia 2009 — 2009
Business Adminsitration
Scott Ward Scott Ward's Principal Financial Group Experience January 2007 - February 2009
Job Regional Vice President, Retirement Plan Services at John Hancock
Industry Financial Services
Experience
John Hancock February 2009 - Present
Principal Financial Group January 2007 - February 2009
Putnam Investments 1997 - 2002
Education
Saint Anselm College
John Hancock February 2009 - Present
Principal Financial Group January 2007 - February 2009
Putnam Investments 1997 - 2002
Education
Saint Anselm College
Frankie Ross Frankie Ross's Principal Financial Group Experience October 2013 - Present
Job Financial Services Representative at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group October 2013 - Present
CCBA 2014 - 2015
Merrill Lynch September 1986 - October 2012
Skills
Disability Income..., Income Protection, Business Valuation, Investment Strategies, Nonqualified Plans, Term Life Insurance, Universal Life Insurance, Financial Strategy and..., Financial Planning, Investments, Leadership, Buy Sell Reviews, Wealth Accumulation, Deferred Compensation..., Business Overhead..., 401(k), 403(b), SEP &..., Asset Allocation, Business Continuation..., IRAs (Traditional &..., Mutual Funds, Pension Plans, Financial Needs Analysis, Executive Benefits..., Survisor Income, Tax Deferred Savings, Key Person Insurance, Annuities (Variable &..., Series 7 & 63..., Disability Insurance, Wealth Management, Financial Services
Education
San Francisco State University, College of Business 1978 — 1980
Master of Business Administration (M.B.A.), Finance and Marketing
San Francisco State University 1976 — 1978
Bachelor's Degree, Radio/Television
Principal Financial Group October 2013 - Present
CCBA 2014 - 2015
Merrill Lynch September 1986 - October 2012
Skills
Disability Income..., Income Protection, Business Valuation, Investment Strategies, Nonqualified Plans, Term Life Insurance, Universal Life Insurance, Financial Strategy and..., Financial Planning, Investments, Leadership, Buy Sell Reviews, Wealth Accumulation, Deferred Compensation..., Business Overhead..., 401(k), 403(b), SEP &..., Asset Allocation, Business Continuation..., IRAs (Traditional &..., Mutual Funds, Pension Plans, Financial Needs Analysis, Executive Benefits..., Survisor Income, Tax Deferred Savings, Key Person Insurance, Annuities (Variable &..., Series 7 & 63..., Disability Insurance, Wealth Management, Financial Services
Education
San Francisco State University, College of Business 1978 — 1980
Master of Business Administration (M.B.A.), Finance and Marketing
San Francisco State University 1976 — 1978
Bachelor's Degree, Radio/Television
Jason Zane Jason Zane's Principal Financial Group Experience 2012 - Present
Job NonMedical Group Benefits Internal Sales Specialist, Principal Financial Group
Industry Insurance
Experience
Principal Financial Group 2012 - Present
The G Harvey Group September 2014 - July 2015
US Army September 2007 - June 2015
US Army September 2007 - June 2015
Red Hawk Casino September 2008 - September 2009
Neuman ltd November 2006 - August 2008
Skills
Army, Security Clearance, Military, Military Experience, Equal Opportunities, Military Operations, DoD, Employee Relations, Force Protection, Personnel Management, Military Liaison, Command, Sales Support Tools, Building Relationships, Internal Communications, Communication, Proposal Generation, Human Resources, Organizational..., Customer Service, Disability Insurance, Employee Benefits, Health Insurance, Insurance, Leadership, Life Insurance, Management, Sales, Term Life Insurance, Underwriting
Education
University of Phoenix 2011 — 2012
Bachelor of Science in Business, Finance
Sierra College 2003 — 2007
Associate's degree, Liberal Arts and Sciences/Liberal Studies
Principal Financial Group 2012 - Present
The G Harvey Group September 2014 - July 2015
US Army September 2007 - June 2015
US Army September 2007 - June 2015
Red Hawk Casino September 2008 - September 2009
Neuman ltd November 2006 - August 2008
Skills
Army, Security Clearance, Military, Military Experience, Equal Opportunities, Military Operations, DoD, Employee Relations, Force Protection, Personnel Management, Military Liaison, Command, Sales Support Tools, Building Relationships, Internal Communications, Communication, Proposal Generation, Human Resources, Organizational..., Customer Service, Disability Insurance, Employee Benefits, Health Insurance, Insurance, Leadership, Life Insurance, Management, Sales, Term Life Insurance, Underwriting
Education
University of Phoenix 2011 — 2012
Bachelor of Science in Business, Finance
Sierra College 2003 — 2007
Associate's degree, Liberal Arts and Sciences/Liberal Studies
Leyla Collazzo's Principal Financial Group Experience June 2015 - September 2015
Job Student at Santa Clara University
Industry
Experience
Principal Financial Group June 2015 - September 2015
ParentsCAN July 2012 - September 2012
Skills
Community Outreach, Leadership, Analysis, Data Analysis, Access, Social Networking, Critical Thinking, Project Planning, Statistics, Economics, Microsoft Excel, Microsoft Word, SmartOffice
Education
Santa Clara University 2012 — 2016
Bachelor's degree, Finance, General
Principal Financial Group June 2015 - September 2015
ParentsCAN July 2012 - September 2012
Skills
Community Outreach, Leadership, Analysis, Data Analysis, Access, Social Networking, Critical Thinking, Project Planning, Statistics, Economics, Microsoft Excel, Microsoft Word, SmartOffice
Education
Santa Clara University 2012 — 2016
Bachelor's degree, Finance, General
deb driggers deb driggers's Principal Financial Group Experience September 2000 - April 2007
Job Operations Manager at The Supper Club at the Greensburg Train Station
Industry Restaurants
Experience
The Supper Club at the Greensburg Train Station April 2010 - Present
Principal Financial Group September 2000 - April 2007
Allmerica Financial 2001 - 2003
Skills
Marketing, Event Planning, Strategic Planning, Customer Service, Leadership, Marketing Communications, Sales, Team Building, Training, Advertising
Education
Seton Hill University
Marketing
The Supper Club at the Greensburg Train Station April 2010 - Present
Principal Financial Group September 2000 - April 2007
Allmerica Financial 2001 - 2003
Skills
Marketing, Event Planning, Strategic Planning, Customer Service, Leadership, Marketing Communications, Sales, Team Building, Training, Advertising
Education
Seton Hill University
Marketing
Donna Statt's Principal Financial Group Experience June 2015 - Present
Job Relationship Manager at Principal Financial Group
Industry Insurance
Experience
Principal Financial Group June 2015 - Present
Doyle Alliance Group September 2014 - June 2015
Doyle Alliance Group April 2013 - September 2014
ROC Consulting Group, Inc November 2006 - March 2013
Bancroft Neurohealth May 2006 - November 2006
Integrated Project Services March 2003 - April 2006
Skills
Health Insurance, Human Resources, Insurance, Employee Benefits, Health Savings Accounts, Disability Insurance, Process Improvement, Life Insurance, Benefits Administration, Health Care Reform, Employee Relations, Outlook, Customer Service, Project Management
Education
Rosemont College 2008 — 2010
Master of Business Administration (MBA), Human Resource Management, Business
Principal Financial Group June 2015 - Present
Doyle Alliance Group September 2014 - June 2015
Doyle Alliance Group April 2013 - September 2014
ROC Consulting Group, Inc November 2006 - March 2013
Bancroft Neurohealth May 2006 - November 2006
Integrated Project Services March 2003 - April 2006
Skills
Health Insurance, Human Resources, Insurance, Employee Benefits, Health Savings Accounts, Disability Insurance, Process Improvement, Life Insurance, Benefits Administration, Health Care Reform, Employee Relations, Outlook, Customer Service, Project Management
Education
Rosemont College 2008 — 2010
Master of Business Administration (MBA), Human Resource Management, Business
Daryl Becicka's Principal Financial Group Experience 1991 - 1995
Job Independent Real Estate Professional
Industry Real Estate
Experience
Blue Sky Realty April 2012 - Present
RE/MAX Real Estate Concepts October 2004 - April 2012
D-Man Systems, Inc. October 1999 - October 2004
Principal Financial Group 1991 - 1995
Skills
First Time Home Buyers, Sellers, Foreclosures, Short Sales, New Home Sales, Relocation, Buyer Representation, Listings, REO, Single Family Homes, Investors, Investment Properties, Real Estate, Townhomes, Condos, Referrals, Selling, Real Property, Buyers, Move Up Buyers
Education
Simpson College 1984 — 1988
BA, Communications - Public Relations
Simpson University 1984 — 1988
B.A., Communications - Public Relations
Blue Sky Realty April 2012 - Present
RE/MAX Real Estate Concepts October 2004 - April 2012
D-Man Systems, Inc. October 1999 - October 2004
Principal Financial Group 1991 - 1995
Skills
First Time Home Buyers, Sellers, Foreclosures, Short Sales, New Home Sales, Relocation, Buyer Representation, Listings, REO, Single Family Homes, Investors, Investment Properties, Real Estate, Townhomes, Condos, Referrals, Selling, Real Property, Buyers, Move Up Buyers
Education
Simpson College 1984 — 1988
BA, Communications - Public Relations
Simpson University 1984 — 1988
B.A., Communications - Public Relations
Daniel Younts Daniel Younts's Principal Financial Group Experience June 2012 - August 2013
Job Business Account Manager at Graphik Dimensions Ltd.
Industry Consumer Goods
Experience
Graphik Dimensions Ltd. January 2015 - Present
Graphik Dimensions Ltd. August 2013 - December 2014
Systel Business Equipment October 2012 - August 2013
Principal Financial Group June 2012 - August 2013
First Investors Corporation June 2011 - June 2012
Davie County Public Schools August 2008 - June 2011
Rick Younts Inc. May 2000 - August 2008
Skills
401k Rollovers, Life Insurance, 401k, Referrals, Family Business, College Funds, Retirement Planning, Corporate Finance, Small Business..., Wealth Accumulation, Wealth Management, Tax Free Income, Series 63, Series 6, Annuity Sales, Writing, Teaching, Communication, Insurance, Small Business, Investments, Fixed Annuities, Disability Insurance, Long-term Care, Sales, Management, Customer Service, Public Speaking, Team Building, Microsoft Office, Account Management
Education
Salem College 2009 — 2011
Master of Education (MEd), Language and Literacy, 3.5 GPA
Winston-Salem State University 2004 — 2008
Bachelor of Arts (B.A.), English Language and Literature, General, 3.7 GPA
UNC Charlotte 2003 — 2004
Transfer, General studies
North Davidson High School 1999 — 2003
High School Diploma
Graphik Dimensions Ltd. January 2015 - Present
Graphik Dimensions Ltd. August 2013 - December 2014
Systel Business Equipment October 2012 - August 2013
Principal Financial Group June 2012 - August 2013
First Investors Corporation June 2011 - June 2012
Davie County Public Schools August 2008 - June 2011
Rick Younts Inc. May 2000 - August 2008
Skills
401k Rollovers, Life Insurance, 401k, Referrals, Family Business, College Funds, Retirement Planning, Corporate Finance, Small Business..., Wealth Accumulation, Wealth Management, Tax Free Income, Series 63, Series 6, Annuity Sales, Writing, Teaching, Communication, Insurance, Small Business, Investments, Fixed Annuities, Disability Insurance, Long-term Care, Sales, Management, Customer Service, Public Speaking, Team Building, Microsoft Office, Account Management
Education
Salem College 2009 — 2011
Master of Education (MEd), Language and Literacy, 3.5 GPA
Winston-Salem State University 2004 — 2008
Bachelor of Arts (B.A.), English Language and Literature, General, 3.7 GPA
UNC Charlotte 2003 — 2004
Transfer, General studies
North Davidson High School 1999 — 2003
High School Diploma
Seth Morsey Seth Morsey's Principal Financial Group Experience 2010 - Present
Job Financial Services Representative at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group 2010 - Present
Bankers Life and Casualty 2008 - 2010
Skills
Insurance, Investments, Business Planning, Business Continuation..., 401k, 403 b, SEP IRA, Variable Annuities, Fixed Annuities, Asset Allocation, Business Overhead..., Buy-Sell Agreements, Buy-Sell Review, Charitable Giving, College Funding..., Deferredm Compensation..., Dental Insurance, Disability Income..., Executive Benefits..., Financial Needs Analysis, Income Protection, Informal Business..., IRAs (Traditional &..., Key Person Insurance, Long-Term Care Insurance, Mutual Funds, Pension Plans, Salary Continuation, Split Dollar Plans, Supplemental Retirement..., Survivor Income, Tax-Deferred Savings, Term Life Insurance, Universal Life Insurance, Wellness Programs, Wealth Accumulation, Whole Life Insurance, Medicare Related Health..., Group Benefits, Covered California...
Education
Calvary Chapel Bible College 2005 — 2007
bachelor's degree
Sierra College 2003 — 2005
A.A. Small Business & A.A. General Business, Business/Commerce, General
Principal Financial Group 2010 - Present
Bankers Life and Casualty 2008 - 2010
Skills
Insurance, Investments, Business Planning, Business Continuation..., 401k, 403 b, SEP IRA, Variable Annuities, Fixed Annuities, Asset Allocation, Business Overhead..., Buy-Sell Agreements, Buy-Sell Review, Charitable Giving, College Funding..., Deferredm Compensation..., Dental Insurance, Disability Income..., Executive Benefits..., Financial Needs Analysis, Income Protection, Informal Business..., IRAs (Traditional &..., Key Person Insurance, Long-Term Care Insurance, Mutual Funds, Pension Plans, Salary Continuation, Split Dollar Plans, Supplemental Retirement..., Survivor Income, Tax-Deferred Savings, Term Life Insurance, Universal Life Insurance, Wellness Programs, Wealth Accumulation, Whole Life Insurance, Medicare Related Health..., Group Benefits, Covered California...
Education
Calvary Chapel Bible College 2005 — 2007
bachelor's degree
Sierra College 2003 — 2005
A.A. Small Business & A.A. General Business, Business/Commerce, General
Eric Boatwright, CFP® Eric Boatwright, CFP®'s Principal Financial Group Experience May 2006 - May 2007
Job Regional Vice President at Fisher Investments
Industry Financial Services
Experience
Fisher Investments May 2014 - Present
Principal Funds January 2012 - April 2014
Charles Schwab August 2008 - January 2012
City of Bondurant City Council January 2008 - December 2011
Positive Impact Media, Inc. May 2007 - June 2008
Pulse 99.5 FM May 2007 - June 2008
Bondurant Community Library February 2002 - December 2007
Principal Financial Group May 2006 - May 2007
Principal Financial Group March 2003 - May 2006
AXA Advisors 2002 - 2003
Skills
Series 7, 401k, Mutual Funds, Retirement Planning, Investments, Strategic Financial..., Leadership, Retirement, Wealth Management, Series 63, Investment Advisory, Securities, Fixed Annuities, Asset Allocation, Uniform Combined State..., Series 6, Investment Strategies, Asset Management, Finance, Financial Advisory, Alternative Investments, Investment Management, Portfolio Management, Estate Planning, ETFs, Financial Services
Education
Simpson College 1994 — 1997
B.A., Management, Criminal Justice
East 1988 — 1992
Diploma, 1992
Fisher Investments May 2014 - Present
Principal Funds January 2012 - April 2014
Charles Schwab August 2008 - January 2012
City of Bondurant City Council January 2008 - December 2011
Positive Impact Media, Inc. May 2007 - June 2008
Pulse 99.5 FM May 2007 - June 2008
Bondurant Community Library February 2002 - December 2007
Principal Financial Group May 2006 - May 2007
Principal Financial Group March 2003 - May 2006
AXA Advisors 2002 - 2003
Skills
Series 7, 401k, Mutual Funds, Retirement Planning, Investments, Strategic Financial..., Leadership, Retirement, Wealth Management, Series 63, Investment Advisory, Securities, Fixed Annuities, Asset Allocation, Uniform Combined State..., Series 6, Investment Strategies, Asset Management, Finance, Financial Advisory, Alternative Investments, Investment Management, Portfolio Management, Estate Planning, ETFs, Financial Services
Education
Simpson College 1994 — 1997
B.A., Management, Criminal Justice
East 1988 — 1992
Diploma, 1992
Brent Carlson's Principal Financial Group Experience March 2013 - February 2015
Job Registered Representative at Carlson Asset Management
Industry Financial Services
Experience
Carlson Asset Management February 2015 - Present
Principal Financial Group March 2013 - February 2015
Carlson Asset Management 2007 - February 2013
Principal Financial Group May 2010 - August 2011
Skills
Strategy Development, Financial Planning, Writing, Financial Analysis, Business Management, Series 7, Series 63, Licensed Life & Health..., Retirement Planning, 401k, Disability Insurance, Estate Planning, Risk Management, Small Business, Employee Benefits, IRAs
Education
St. John's University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Financial Planning and Services
Mounds View High School 2004 — 2008
Carlson Asset Management February 2015 - Present
Principal Financial Group March 2013 - February 2015
Carlson Asset Management 2007 - February 2013
Principal Financial Group May 2010 - August 2011
Skills
Strategy Development, Financial Planning, Writing, Financial Analysis, Business Management, Series 7, Series 63, Licensed Life & Health..., Retirement Planning, 401k, Disability Insurance, Estate Planning, Risk Management, Small Business, Employee Benefits, IRAs
Education
St. John's University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Financial Planning and Services
Mounds View High School 2004 — 2008
Jeane Perantoni Jeane Perantoni's Principal Financial Group Experience January 1990 - January 1994
Job Business Development Manager Luxury Residential and Commercial Division Design Consultant / OakCraft, Inc.
Industry Construction
Experience
JEANE BEITER AND ASSOCIATES – Nationwide January 1993 - Present
OakCraft, Inc. October 2013 - 2015
CALIFORNIA CLOSETS, INC January 2005 - December 2013
Principal Financial Group January 1990 - January 1994
Skills
Sales, Marketing, Project Management, Interior Design, New Business Development, Marketing Strategy, Public Speaking, Public Relations, Writing, Social Media, Business Development, Product Design, Budgets, Customer Service, Management, Advertising, Negotiation, Residential Homes, Retail, Project Planning, Construction, Fashion, B2B, Furnishings, Furniture, Blogging, Small Business, Interior Architecture, Residential Design, Retail Design, Renovation, Finish, Space planning, Design Research, Lighting Design, Concept Design, Sketching, Flooring, Home Staging, Window Treatments, Sustainable Design, Kitchen & Bath Design, Design Consulting, Floor Plans, Online Advertising, LEED, Submittals, Rendering, Space Planning
Education
Saint Mary's College of California
Bachelor of Arts; Bachelor of Arts, Business and Communications; Art
JEANE BEITER AND ASSOCIATES – Nationwide January 1993 - Present
OakCraft, Inc. October 2013 - 2015
CALIFORNIA CLOSETS, INC January 2005 - December 2013
Principal Financial Group January 1990 - January 1994
Skills
Sales, Marketing, Project Management, Interior Design, New Business Development, Marketing Strategy, Public Speaking, Public Relations, Writing, Social Media, Business Development, Product Design, Budgets, Customer Service, Management, Advertising, Negotiation, Residential Homes, Retail, Project Planning, Construction, Fashion, B2B, Furnishings, Furniture, Blogging, Small Business, Interior Architecture, Residential Design, Retail Design, Renovation, Finish, Space planning, Design Research, Lighting Design, Concept Design, Sketching, Flooring, Home Staging, Window Treatments, Sustainable Design, Kitchen & Bath Design, Design Consulting, Floor Plans, Online Advertising, LEED, Submittals, Rendering, Space Planning
Education
Saint Mary's College of California
Bachelor of Arts; Bachelor of Arts, Business and Communications; Art
Jay Joshi Jay Joshi's Principal Financial Group Experience October 2003 - January 2005
Job Technical Sourcer at Pinterest
Industry Research
Experience
Pinterest January 2014 - Present
FiveStars September 2013 - December 2013
Salesforce.com September 2011 - August 2013
Intersil May 2011 - August 2011
NASA Ames Research Center April 2010 - July 2011
Standard & Poor's January 2005 - August 2009
Principal Financial Group October 2003 - January 2005
Skills
Sourcing, Mobile Applications
Education
Rutgers University 1998 — 2002
B.S., Electrical and Computer Engineering
Pinterest January 2014 - Present
FiveStars September 2013 - December 2013
Salesforce.com September 2011 - August 2013
Intersil May 2011 - August 2011
NASA Ames Research Center April 2010 - July 2011
Standard & Poor's January 2005 - August 2009
Principal Financial Group October 2003 - January 2005
Skills
Sourcing, Mobile Applications
Education
Rutgers University 1998 — 2002
B.S., Electrical and Computer Engineering
Susan Lebo Susan Lebo's Principal Financial Group Experience March 2008 - January 2011
Job Principal, Sr. Relationship Manager at Mercer
Industry Insurance
Experience
Mercer January 2014 - Present
Marsh February 2011 - Present
Principal Financial Group March 2008 - January 2011
Capital Blue Cross 1990 - 2000
Skills
Insurance, Life Insurance, Health Insurance, Employee Benefits
Education
Shippensburg University of Pennsylvania 1986 — 1990
Bachelor of Science, Communications & Journalism
Mercer January 2014 - Present
Marsh February 2011 - Present
Principal Financial Group March 2008 - January 2011
Capital Blue Cross 1990 - 2000
Skills
Insurance, Life Insurance, Health Insurance, Employee Benefits
Education
Shippensburg University of Pennsylvania 1986 — 1990
Bachelor of Science, Communications & Journalism
Brian J. Sabel's Principal Financial Group Experience May 2001 - March 2002
Job Attorney
Industry Financial Services
Experience
Kaplan Test Prep and Admissions August 2004 - Present
First Community Trust, N.A. January 2010 - January 2014
Sabel Law Office September 2009 - January 2010
Honohan, Epley, Braddock & Brenneman, LLP March 2006 - May 2008
MidWestOne Bank September 2002 - July 2005
Principal Financial Group May 2001 - March 2002
Tri-County Community Schools August 2000 - May 2001
Skills
Higher Education, Non-profits, Strategic Planning, Estate Planning, Teaching, Public Speaking, Nonprofits, Community Outreach, Trusts
Education
University of Iowa College of Law 2005 — 2008
J.D.
Simpson College 1996 — 2000
B.M., Music Education
Kaplan Test Prep and Admissions August 2004 - Present
First Community Trust, N.A. January 2010 - January 2014
Sabel Law Office September 2009 - January 2010
Honohan, Epley, Braddock & Brenneman, LLP March 2006 - May 2008
MidWestOne Bank September 2002 - July 2005
Principal Financial Group May 2001 - March 2002
Tri-County Community Schools August 2000 - May 2001
Skills
Higher Education, Non-profits, Strategic Planning, Estate Planning, Teaching, Public Speaking, Nonprofits, Community Outreach, Trusts
Education
University of Iowa College of Law 2005 — 2008
J.D.
Simpson College 1996 — 2000
B.M., Music Education
Tom Washam Tom Washam's Principal Financial Group Experience Senior Financial Services RepresentativePrincipal Financial GroupJune 2009 - Present
Job Senior Financial Services Representative at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group Senior Financial Services RepresentativePrincipal Financial GroupJune 2009 - Present
Skills
Annuities (Variable &..., Asset Allocation, College Funding..., Estate Planning, Financial Needs Analysis, Income Protection, IRAs (Traditional &..., Mutual Funds, Series 7, 66..., Tax-Deferred Savings, Wealth Accumulation
Education
Rowan-Cabarrus Community College
University of North Carolina at Charlotte
Principal Financial Group Senior Financial Services RepresentativePrincipal Financial GroupJune 2009 - Present
Skills
Annuities (Variable &..., Asset Allocation, College Funding..., Estate Planning, Financial Needs Analysis, Income Protection, IRAs (Traditional &..., Mutual Funds, Series 7, 66..., Tax-Deferred Savings, Wealth Accumulation
Education
Rowan-Cabarrus Community College
University of North Carolina at Charlotte
Michael Enriquez Michael Enriquez's Principal Financial Group Experience 2005 - 2007
Job Retirement Plan Consultant at NFP
Industry Financial Services
Experience
NFP Corporate Services (NY) May 2015 - Present
EBS Capstone Financial October 2012 - February 2015
John Hancock May 2011 - September 2012
The Angell Pension Group December 2009 - October 2010
Financial Engines June 2007 - November 2008
Principal Financial Group 2005 - 2007
Principal Financial Group 2003 - 2005
Skills
Qualified Retirement..., 401k, 403 b, Defined Benefit, Non-Qualified Deferred..., Financial Services, Mutual Funds, Investments, Retirement, Retirement Planning, Relationship Management, Series 63, Series 7, Series 65, Insurance, Employee Benefits, Investment Education
Education
Saint Anselm College 1988 — 1992
NFP Corporate Services (NY) May 2015 - Present
EBS Capstone Financial October 2012 - February 2015
John Hancock May 2011 - September 2012
The Angell Pension Group December 2009 - October 2010
Financial Engines June 2007 - November 2008
Principal Financial Group 2005 - 2007
Principal Financial Group 2003 - 2005
Skills
Qualified Retirement..., 401k, 403 b, Defined Benefit, Non-Qualified Deferred..., Financial Services, Mutual Funds, Investments, Retirement, Retirement Planning, Relationship Management, Series 63, Series 7, Series 65, Insurance, Employee Benefits, Investment Education
Education
Saint Anselm College 1988 — 1992
Corey V. Carney, MBA Corey V. Carney, MBA's Principal Financial Group Experience April 2010 - Present
Job Investment Advisory Representative, Registered Representative
Industry Financial Services
Experience
Principal Financial Group April 2010 - Present
Bank of America June 2005 - March 2010
UBS Financial Services February 2003 - June 2005
Skills
Mutual Funds, 401k, IRAs, Disability Insurance, Investment Advisory, Series 7, Defined Benefit, Insurance, Deferred Compensation, IRA Rollovers, Retirement Planning
Education
Samford University 1995 — 1999
BS BA, Business Management
University of Phoenix - Nashville Campus 2002 — 2004
MBA, General Business
Principal Financial Group April 2010 - Present
Bank of America June 2005 - March 2010
UBS Financial Services February 2003 - June 2005
Skills
Mutual Funds, 401k, IRAs, Disability Insurance, Investment Advisory, Series 7, Defined Benefit, Insurance, Deferred Compensation, IRA Rollovers, Retirement Planning
Education
Samford University 1995 — 1999
BS BA, Business Management
University of Phoenix - Nashville Campus 2002 — 2004
MBA, General Business
Louise Crall, SPHR Louise Crall, SPHR's Principal Financial Group Experience January 2008 - June 2009
Job HR Director at Employee & Family Resources
Industry Mental Health Care
Experience
Employee & Family Resources January 2010 - Present
Seeking a new opportunity June 2009 - December 2009
Principal Financial Group January 2008 - June 2009
The Principal Financial Group January 2001 - January 2008
Principal Financial Group June 1997 - April 2001
INTEGER GROUP MIDWEST (Formerly Kragie/Newell Advertising) September 1995 - June 1997
American Bankers Association January 1991 - September 1995
American Bankers Association September 1987 - January 1991
Skills
Employee Benefits, Succession Planning, College Recruiting, Onboarding, Employee Relations, Talent Management, Applicant Tracking..., Performance Management, Benefits Administration, Recruiting, Talent Acquisition, HRIS, Human Resources, Interviews, Coaching, Training, Leadership, Personnel Management, New Hire Orientations, Temporary Placement, Sourcing, Deferred Compensation
Education
Shippensburg University of Pennsylvania 1982 — 1987
BSBA, Human Resources and Labor Relations
CISHRM/Drake University
Certificate, Human Resources Law
Johns Hopkins University
Masters level classes, Applied Behavioral Science; Organizational Change and Development
Employee & Family Resources January 2010 - Present
Seeking a new opportunity June 2009 - December 2009
Principal Financial Group January 2008 - June 2009
The Principal Financial Group January 2001 - January 2008
Principal Financial Group June 1997 - April 2001
INTEGER GROUP MIDWEST (Formerly Kragie/Newell Advertising) September 1995 - June 1997
American Bankers Association January 1991 - September 1995
American Bankers Association September 1987 - January 1991
Skills
Employee Benefits, Succession Planning, College Recruiting, Onboarding, Employee Relations, Talent Management, Applicant Tracking..., Performance Management, Benefits Administration, Recruiting, Talent Acquisition, HRIS, Human Resources, Interviews, Coaching, Training, Leadership, Personnel Management, New Hire Orientations, Temporary Placement, Sourcing, Deferred Compensation
Education
Shippensburg University of Pennsylvania 1982 — 1987
BSBA, Human Resources and Labor Relations
CISHRM/Drake University
Certificate, Human Resources Law
Johns Hopkins University
Masters level classes, Applied Behavioral Science; Organizational Change and Development
Brandy Padilla's Principal Financial Group Experience March 2005 - October 2006
Job Third Party State Road Test at seasons driving school
Industry Retail
Experience
seasons driving school February 2003 - Present
ManpowerGroup January 2011 - April 2011
Principal Financial Group March 2005 - October 2006
Education
Salt Lake Community College
Ged, High School
seasons driving school February 2003 - Present
ManpowerGroup January 2011 - April 2011
Principal Financial Group March 2005 - October 2006
Education
Salt Lake Community College
Ged, High School
Anne Hopkins Anne Hopkins's Principal Financial Group Experience August 2007 - October 2011
Job Manager, Benefits at CHG Healthcare
Industry Insurance
Experience
CHG Healthcare Services June 2015 - Present
CHG Healthcare Services April 2014 - Present
CHG Healthcare Services July 2013 - April 2014
AmeriBen/IEC Group October 2012 - June 2013
AmeriBen/IEC Group October 2011 - October 2012
Principal Financial Group August 2007 - October 2011
Principal Financial Group December 2002 - August 2007
Principal Financial Group July 2002 - December 2002
Principal Financial Group February 2001 - July 2002
Principal Financial Group April 2000 - February 2001
Skills
Human Resources, Employee Benefits, Insurance, Benefits Administration, Training, Management, COBRA, Customer Service, Claim, Open Enrollment, Strategic Planning, Administration, Health Insurance, Team Building
Education
Salt Lake Community College
Associate of Science (AS), Psychology
CHG Healthcare Services June 2015 - Present
CHG Healthcare Services April 2014 - Present
CHG Healthcare Services July 2013 - April 2014
AmeriBen/IEC Group October 2012 - June 2013
AmeriBen/IEC Group October 2011 - October 2012
Principal Financial Group August 2007 - October 2011
Principal Financial Group December 2002 - August 2007
Principal Financial Group July 2002 - December 2002
Principal Financial Group February 2001 - July 2002
Principal Financial Group April 2000 - February 2001
Skills
Human Resources, Employee Benefits, Insurance, Benefits Administration, Training, Management, COBRA, Customer Service, Claim, Open Enrollment, Strategic Planning, Administration, Health Insurance, Team Building
Education
Salt Lake Community College
Associate of Science (AS), Psychology
Margaret Speicher Margaret Speicher's Principal Financial Group Experience September 2001 - Present
Job Account Executive at Principal Financial Group
Industry Insurance
Experience
Principal Financial Group September 2001 - Present
Principal Financial Group April 2005 - September 2008
Principal Financial Group September 2001 - April 2005
Skills
Customer Service, Insurance, Disability Insurance, Employee Benefits, Customer Retention, Life Insurance, Marketing, Sales, Building Relationships, Microsoft Office, Term Life Insurance
Education
Shippensburg University of Pennsylvania 1997 — 2001
Principal Financial Group September 2001 - Present
Principal Financial Group April 2005 - September 2008
Principal Financial Group September 2001 - April 2005
Skills
Customer Service, Insurance, Disability Insurance, Employee Benefits, Customer Retention, Life Insurance, Marketing, Sales, Building Relationships, Microsoft Office, Term Life Insurance
Education
Shippensburg University of Pennsylvania 1997 — 2001
Jeffrey Champagne Jeffrey Champagne's Principal Financial Group Experience October 2008 - May 2011
Job Litigation Claims Specialist
Industry Insurance
Experience
Nationwide Insurance January 2015 - Present
VRC Investigations May 2011 - January 2015
Principal Financial Group October 2008 - May 2011
Claims Bureau USA 2008 - 2008
Disability Insurance Specialists, LLC. 2006 - 2008
Disability Management Services, Inc. 1997 - 2006
CIGNA 1994 - 1995
MassMutual Financial Group 1993 - 1994
Paul Revere Insurance Company (Provident) 1986 - 1986
Skills
Loss Prevention, Liability, Management, Negotiation, Private Investigations, Disability Insurance, Claim Investigation, Claim, Team Building, Underwriting, Vendor Management, Workers Compensation, Risk Management, Property, Legal Liability, Insurance, Background Checks, Casualty, Claims Management, Fraud, Training, Casualty Insurance
Education
Saint Anselm College 1982 — 1986
BA, Philosophy
Nationwide Insurance January 2015 - Present
VRC Investigations May 2011 - January 2015
Principal Financial Group October 2008 - May 2011
Claims Bureau USA 2008 - 2008
Disability Insurance Specialists, LLC. 2006 - 2008
Disability Management Services, Inc. 1997 - 2006
CIGNA 1994 - 1995
MassMutual Financial Group 1993 - 1994
Paul Revere Insurance Company (Provident) 1986 - 1986
Skills
Loss Prevention, Liability, Management, Negotiation, Private Investigations, Disability Insurance, Claim Investigation, Claim, Team Building, Underwriting, Vendor Management, Workers Compensation, Risk Management, Property, Legal Liability, Insurance, Background Checks, Casualty, Claims Management, Fraud, Training, Casualty Insurance
Education
Saint Anselm College 1982 — 1986
BA, Philosophy
Frankie Ross Frankie Ross's Principal Financial Group Experience October 2013 - Present
Job Financial Services Representative at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group October 2013 - Present
L-Square Projects January 2010 - Present
Merrill Lynch September 1986 - October 2012
100 Black Men of America 1995 - 2010
Skills
Marketing, Business Planning, Strategic Planning, Marketing Strategy, Insurance, Investments, Financial Analysis, Series 7, Loans, Portfolio Management, Strategic Financial..., Project Management, Strategy, Banking, Asset Managment, Risk Management, Series 63, Asset Allocation, Financial Modeling, Wealth Management, Business Strategy, Entrepreneurship, Investment Advisory, Equities, Public Speaking, Asset Management, Business Development, Leadership, Mortgage Lending, Credit, Finance, Investment Banking, Retirement Planning, Customer Service, Alternative Investments, Program Management, Corporate Finance, Management Consulting, Fundraising, Fixed Annuities, Valuation, Hedge Funds, Team Building, Financial Markets, Budgets, Start-ups, Financial Services, Mergers & Acquisitions, Estate Planning, Private Equity
Education
San Francisco State University, College of Business 1978 — 1980
MBA, Marketing & Finance
San Francisco State University 1976 — 1978
BA, Radio & TV
University of Hawaii 1976 — 1976
Communications
Ohio State University 1969 — 1970
Liberal Arts
Principal Financial Group October 2013 - Present
L-Square Projects January 2010 - Present
Merrill Lynch September 1986 - October 2012
100 Black Men of America 1995 - 2010
Skills
Marketing, Business Planning, Strategic Planning, Marketing Strategy, Insurance, Investments, Financial Analysis, Series 7, Loans, Portfolio Management, Strategic Financial..., Project Management, Strategy, Banking, Asset Managment, Risk Management, Series 63, Asset Allocation, Financial Modeling, Wealth Management, Business Strategy, Entrepreneurship, Investment Advisory, Equities, Public Speaking, Asset Management, Business Development, Leadership, Mortgage Lending, Credit, Finance, Investment Banking, Retirement Planning, Customer Service, Alternative Investments, Program Management, Corporate Finance, Management Consulting, Fundraising, Fixed Annuities, Valuation, Hedge Funds, Team Building, Financial Markets, Budgets, Start-ups, Financial Services, Mergers & Acquisitions, Estate Planning, Private Equity
Education
San Francisco State University, College of Business 1978 — 1980
MBA, Marketing & Finance
San Francisco State University 1976 — 1978
BA, Radio & TV
University of Hawaii 1976 — 1976
Communications
Ohio State University 1969 — 1970
Liberal Arts
Becky Heiner Becky Heiner's Principal Financial Group Experience September 2005 - July 2007
Job Team Lead, NCRx Business Improvement @Navitus Health Solutions
Industry Pharmaceuticals
Experience
Navitus Health Solutions October 2010 - Present
Training Folks April 2010 - September 2010
Bemis Company, Inc. August 2007 - December 2009
NEW ASTD March 2007 - December 2008
Principal Financial Group September 2005 - July 2007
Alltel April 1999 - April 2004
Skills
Leadership Development, Project Management, Performance Management, Change Management, Process Improvement, Training
Education
Silver Lake College 2008 — 2010
MS, Management & Organizational Behavior
University of Wisconsin-Oshkosh 2004 — 2007
BLS, Organization Administration
Navitus Health Solutions October 2010 - Present
Training Folks April 2010 - September 2010
Bemis Company, Inc. August 2007 - December 2009
NEW ASTD March 2007 - December 2008
Principal Financial Group September 2005 - July 2007
Alltel April 1999 - April 2004
Skills
Leadership Development, Project Management, Performance Management, Change Management, Process Improvement, Training
Education
Silver Lake College 2008 — 2010
MS, Management & Organizational Behavior
University of Wisconsin-Oshkosh 2004 — 2007
BLS, Organization Administration
Selam Berayes Selam Berayes's Principal Financial Group Experience June 2012 - February 2014
Job Regional Business Consultant at ING Investment Management
Industry Semiconductors
Experience
Voya Financial May 2014 - Present
Principal Financial Group June 2012 - February 2014
Miceli Financial Partners March 2011 - April 2012
Accessbanc Mortgage March 2009 - September 2010
Club One Fitness 2007 - May 2008
Infineon Technologies May 2000 - August 2001
Mitsubishi Electronics 1997 - 2000
Skills
Marketing Strategy, Leadership, Microsoft Excel, Microsoft Office, Marketing, Customer Service, Financial Strategy, 401(k) 403(b), SEP &..., Salary Continuation,..., Business Overhead..., Buy-Sell Agreements..., Tax Deferred Savings,..., Term Life Insurance,..., Universal Life..., Welness Programs,..., Wealth Accumulation,..., Asset Allocation,...
Education
San Jose State University 1992 — 1996
Marketing, Business, Management, Marketing, and Related Support Services
Voya Financial May 2014 - Present
Principal Financial Group June 2012 - February 2014
Miceli Financial Partners March 2011 - April 2012
Accessbanc Mortgage March 2009 - September 2010
Club One Fitness 2007 - May 2008
Infineon Technologies May 2000 - August 2001
Mitsubishi Electronics 1997 - 2000
Skills
Marketing Strategy, Leadership, Microsoft Excel, Microsoft Office, Marketing, Customer Service, Financial Strategy, 401(k) 403(b), SEP &..., Salary Continuation,..., Business Overhead..., Buy-Sell Agreements..., Tax Deferred Savings,..., Term Life Insurance,..., Universal Life..., Welness Programs,..., Wealth Accumulation,..., Asset Allocation,...
Education
San Jose State University 1992 — 1996
Marketing, Business, Management, Marketing, and Related Support Services
Stephanie Ahearn Stephanie Ahearn's Principal Financial Group Experience August 2002 - February 2006
Job Connecting talent with opportunity I Senior Corporate Recruiter at Tangoe
Industry Computer Software
Experience
Tangoe October 2014 - Present
Windsor Resources March 2011 - October 2014
Bond Street Group, LLC February 2006 - February 2011
Principal Financial Group August 2002 - February 2006
Skills
Talent Acquisition, Recruitment/Retention, Accounting, Interviewing, Sourcing, Executive Search, Staffing Services, Screening Resumes, Permanent Placement, Interviews, Talent Management, Temporary Placement, Resume Writing, Recruiting, HRIS, Hiring, Temporary Staffing, Internet Recruiting, Human Resources, Applicant Tracking..., Onboarding, Technical Recruiting, Staff Augmentation
Education
Rowan University 1997 — 2001
Bachelor's, Business Administration
Tangoe October 2014 - Present
Windsor Resources March 2011 - October 2014
Bond Street Group, LLC February 2006 - February 2011
Principal Financial Group August 2002 - February 2006
Skills
Talent Acquisition, Recruitment/Retention, Accounting, Interviewing, Sourcing, Executive Search, Staffing Services, Screening Resumes, Permanent Placement, Interviews, Talent Management, Temporary Placement, Resume Writing, Recruiting, HRIS, Hiring, Temporary Staffing, Internet Recruiting, Human Resources, Applicant Tracking..., Onboarding, Technical Recruiting, Staff Augmentation
Education
Rowan University 1997 — 2001
Bachelor's, Business Administration
Randy Althoff Randy Althoff's Principal Financial Group Experience 2007 - 2008
Job Applications Trainer at Hogan Lovells
Industry Law Practice
Experience
Hogan Lovells December 2013 - Present
Above Par Training February 2013 - Present
Oppenheimer Wolff & Donnelly June 2008 - January 2013
Principal Financial Group 2007 - 2008
New Ulm Area Catholic Schools June 2005 - June 2007
A+ Enterprises July 2003 - June 2005
John Ireland School January 2004 - September 2004
Skills
Legal Trainer, Curriculum Development, Desktop Support, Microsoft Office, Adobe Acrobat, Teaching, Excel, PowerPoint, Word, Budgeting, Instructional Design, E-learning, Administration, Coaching, Outlook, Curriculum Design, Writing, Problem Solving, Spanish, E-Learning, Training, Budgets, Microsoft Word, Microsoft Excel, System Administration, Public Speaking, Program Management, Staff Development, Captivate, Human Resources, Instructor-led Training, Windows 7, Access, SharePoint, Hands-on Training, Office 2010, Document Management, Litigation Support, Technical Writing, Employee Training, Blended Learning, Needs Analysis, Software Documentation, ADDIE, Learning Management, Technical Support
Education
University of St. Thomas 2000 — 2003
Educational Administration
Winona State University 1983 — 1985
MS, Educational Administration
Saint John's University 1973 — 1977
BA, Spanish, Political Science
Hogan Lovells December 2013 - Present
Above Par Training February 2013 - Present
Oppenheimer Wolff & Donnelly June 2008 - January 2013
Principal Financial Group 2007 - 2008
New Ulm Area Catholic Schools June 2005 - June 2007
A+ Enterprises July 2003 - June 2005
John Ireland School January 2004 - September 2004
Skills
Legal Trainer, Curriculum Development, Desktop Support, Microsoft Office, Adobe Acrobat, Teaching, Excel, PowerPoint, Word, Budgeting, Instructional Design, E-learning, Administration, Coaching, Outlook, Curriculum Design, Writing, Problem Solving, Spanish, E-Learning, Training, Budgets, Microsoft Word, Microsoft Excel, System Administration, Public Speaking, Program Management, Staff Development, Captivate, Human Resources, Instructor-led Training, Windows 7, Access, SharePoint, Hands-on Training, Office 2010, Document Management, Litigation Support, Technical Writing, Employee Training, Blended Learning, Needs Analysis, Software Documentation, ADDIE, Learning Management, Technical Support
Education
University of St. Thomas 2000 — 2003
Educational Administration
Winona State University 1983 — 1985
MS, Educational Administration
Saint John's University 1973 — 1977
BA, Spanish, Political Science
Deanna Perrigo-Weller, M.A.'s Principal Financial Group Experience July 2012 - Present
Job HR Project Coordinator at Principal Financial Group
Industry Human Resources
Experience
Principal Financial Group July 2012 - Present
Target April 2011 - July 2012
Cynthia Cook Inc. & The Merchandising Team August 2010 - April 2011
Skills
Human Resources, Training, Microsoft Excel, Microsoft Office, Listener, Managing Workflow, Collaboration, Interpersonal Skill, Outlook, Employment Law, Psychology, Industrial/Organizationa..., Career Development, Personal Development, Change Management, Adaptability, Problem Solving, Mentoring, Customer Service, PowerPoint, Performance Management, Organizational..., Teamwork, Process Improvement, Data Analysis, Organizational..., Microsoft Word
Education
Saint Mary's University of Minnesota 2010 — 2012
MA, Human Resource Management
University of Northern Iowa 2006 — 2010
Psychology, Industrial Organizational Psychology
Principal Financial Group July 2012 - Present
Target April 2011 - July 2012
Cynthia Cook Inc. & The Merchandising Team August 2010 - April 2011
Skills
Human Resources, Training, Microsoft Excel, Microsoft Office, Listener, Managing Workflow, Collaboration, Interpersonal Skill, Outlook, Employment Law, Psychology, Industrial/Organizationa..., Career Development, Personal Development, Change Management, Adaptability, Problem Solving, Mentoring, Customer Service, PowerPoint, Performance Management, Organizational..., Teamwork, Process Improvement, Data Analysis, Organizational..., Microsoft Word
Education
Saint Mary's University of Minnesota 2010 — 2012
MA, Human Resource Management
University of Northern Iowa 2006 — 2010
Psychology, Industrial Organizational Psychology
Ryan Burgess Ryan Burgess's Principal Financial Group Experience August 2015 - Present
Job Financial Advisor at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group August 2015 - Present
South Placer Wealth Management March 2014 - August 2015
Self Employed 2010 - August 2015
Wells Fargo Advisors, LLC August 2012 - February 2014
Skills
401 (k), 403 (b), SEP &..., Asset Allocation, Business Continuation..., Buy-Sell Agreements, Charitable Giving, Deferred Compensation..., Disability Income..., Estate Planning, Executive Benefits..., Financial Needs Analysis, Informal Business..., IRAs (Traditional &..., Long-Term Care Insurance, Mutual Funds, Pension Plans, Retirement Planning, Tax-Deferred Savings, Wellness Programs, Wealth Accumulation
Education
San Francisco State University
Business Administration & Economics
Principal Financial Group August 2015 - Present
South Placer Wealth Management March 2014 - August 2015
Self Employed 2010 - August 2015
Wells Fargo Advisors, LLC August 2012 - February 2014
Skills
401 (k), 403 (b), SEP &..., Asset Allocation, Business Continuation..., Buy-Sell Agreements, Charitable Giving, Deferred Compensation..., Disability Income..., Estate Planning, Executive Benefits..., Financial Needs Analysis, Informal Business..., IRAs (Traditional &..., Long-Term Care Insurance, Mutual Funds, Pension Plans, Retirement Planning, Tax-Deferred Savings, Wellness Programs, Wealth Accumulation
Education
San Francisco State University
Business Administration & Economics
Emma Tookey McFadden Emma Tookey McFadden's Principal Financial Group Experience February 2008 - April 2015
Job Managing Director, Non Profit Practice Leader at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group April 2015 - Present
Principal Financial Group February 2008 - April 2015
Intercare Insurance Solutions January 2006 - February 2008
ABN AMRO 2003 - 2006
United States Navy 1998 - 2002
Skills
Fixed Income, Customer Retention, RFP, Selling Skills, Competitive Analysis, Retirement Planning, Series 7, Retirement, Employee Benefits, 401k, Mutual Funds, ERISA, 403 b, Asset Allocation, Defined Contribution, FINRA, Financial Advisory, Fixed Annuities, Insurance, Investment Advisory, Investments, Life Insurance, Pensions, Series 6, Series 63, Wealth Management, Defined Benefit
Education
San Diego State University-California State University 2005 — 2007
Bachelor of Arts degree in Communication, Emphasis in Public Relations and a minor in Political Science
MassMutual Financial Group April 2015 - Present
Principal Financial Group February 2008 - April 2015
Intercare Insurance Solutions January 2006 - February 2008
ABN AMRO 2003 - 2006
United States Navy 1998 - 2002
Skills
Fixed Income, Customer Retention, RFP, Selling Skills, Competitive Analysis, Retirement Planning, Series 7, Retirement, Employee Benefits, 401k, Mutual Funds, ERISA, 403 b, Asset Allocation, Defined Contribution, FINRA, Financial Advisory, Fixed Annuities, Insurance, Investment Advisory, Investments, Life Insurance, Pensions, Series 6, Series 63, Wealth Management, Defined Benefit
Education
San Diego State University-California State University 2005 — 2007
Bachelor of Arts degree in Communication, Emphasis in Public Relations and a minor in Political Science
Kirk. Pulver Kirk. Pulver's Principal Financial Group Experience September 2003 - November 2004
Job Independent Insurance Agent at Financial Insurance Group National
Industry Insurance
Experience
Financial Insurance Group National August 2015 - Present
Rocky Mountain High School February 2010 - Present
Pensionmark Retirement Group July 2014 - July 2015
Peak 1 Administration May 2012 - March 2014
Brauner insurance May 2011 - May 2012
Mutual of Omaha August 2005 - January 2011
Principal Financial Group September 2003 - November 2004
Reliance Standard Life Insurance 1992 - 2003
Skills
Employee Benefits, Disability Insurance, Health Insurance, Open Enrollment, Insurance, Brokers, Group Insurance, COBRA, Account Management, Sales, Term Life Insurance, Claim, Underwriting, Strategy, Life Insurance, Sales Management, Sales Operations, Health Savings Accounts, Dentistry, Strategic Planning, Selling, Coaching, Sports Coaching, Leadership, Customer Service
Education
St. Mary's College of California 1988 — 1992
BS, communications
De La Salle High School 1984 — 1988
Financial Insurance Group National August 2015 - Present
Rocky Mountain High School February 2010 - Present
Pensionmark Retirement Group July 2014 - July 2015
Peak 1 Administration May 2012 - March 2014
Brauner insurance May 2011 - May 2012
Mutual of Omaha August 2005 - January 2011
Principal Financial Group September 2003 - November 2004
Reliance Standard Life Insurance 1992 - 2003
Skills
Employee Benefits, Disability Insurance, Health Insurance, Open Enrollment, Insurance, Brokers, Group Insurance, COBRA, Account Management, Sales, Term Life Insurance, Claim, Underwriting, Strategy, Life Insurance, Sales Management, Sales Operations, Health Savings Accounts, Dentistry, Strategic Planning, Selling, Coaching, Sports Coaching, Leadership, Customer Service
Education
St. Mary's College of California 1988 — 1992
BS, communications
De La Salle High School 1984 — 1988
Karl Salocks's Principal Financial Group Experience September 2015 - Present
Job Advisor
Industry Financial Services
Experience
Principal Financial Group September 2015 - Present
Waddell & Reed June 2015 - August 2015
Morgan Stanley May 2013 - May 2015
Merrill Lynch June 2012 - December 2012
GEICO October 2007 - March 2010
Skills
Insurance, Customer Service, Underwriting, Sales, Risk Management, Financial Analysis, Business Analysis, Microsoft Excel, Sales Management, Strategic Planning, Account Management, Process Improvement, Banking, Microsoft Office, Investments, PowerPoint, Management, Negotiation, Team Building, Outlook
Education
San Francisco State University 2010 — 2011
MasterofBusinessAdministration, Accounting
San Diego State University-California State University 2003 — 2006
B.S., Business-Management
Principal Financial Group September 2015 - Present
Waddell & Reed June 2015 - August 2015
Morgan Stanley May 2013 - May 2015
Merrill Lynch June 2012 - December 2012
GEICO October 2007 - March 2010
Skills
Insurance, Customer Service, Underwriting, Sales, Risk Management, Financial Analysis, Business Analysis, Microsoft Excel, Sales Management, Strategic Planning, Account Management, Process Improvement, Banking, Microsoft Office, Investments, PowerPoint, Management, Negotiation, Team Building, Outlook
Education
San Francisco State University 2010 — 2011
MasterofBusinessAdministration, Accounting
San Diego State University-California State University 2003 — 2006
B.S., Business-Management
Humberto Ricardo Valdez Gomez's Principal Financial Group Experience April 2008 - June 2011
Job OWNER AND COMPUTER TECHNICIAN FOR COMPU SYS 3.0
Industry Computer & Network Security
Experience
COMPU SYS 3.0 April 2013 - Present
Telvista Inc. November 2011 - April 2014
AT&T 2011 - 2013
Principal Financial Group April 2008 - June 2011
American Communication Corporation August 2008 - September 2010
American Communication Corporation/AMERICAN INTERNET SERVICES August 2007 - December 2009
Upper Deck, Inc. March 2005 - August 2007
Skills
IT Service Management, Manage Client..., Underwriting, Operations Management, Business Development, director del proyecto, Aseguramiento, Sales, Leadership, Information Technology, Project Management, Technical Support, Call Centers, CRM, Broadband, Human Resources, Networking
Education
NATIONAL UNIVERSITY 2009 — 2010
Computer Science and Certification with Microsoft A+ C++, Cisco,, InformationSystems, Computer and Information Science, Certification
San Diego State University-California State University 1993 — 1996
Associates Degree, Social Sciences, AA
COMPU SYS 3.0 April 2013 - Present
Telvista Inc. November 2011 - April 2014
AT&T 2011 - 2013
Principal Financial Group April 2008 - June 2011
American Communication Corporation August 2008 - September 2010
American Communication Corporation/AMERICAN INTERNET SERVICES August 2007 - December 2009
Upper Deck, Inc. March 2005 - August 2007
Skills
IT Service Management, Manage Client..., Underwriting, Operations Management, Business Development, director del proyecto, Aseguramiento, Sales, Leadership, Information Technology, Project Management, Technical Support, Call Centers, CRM, Broadband, Human Resources, Networking
Education
NATIONAL UNIVERSITY 2009 — 2010
Computer Science and Certification with Microsoft A+ C++, Cisco,, InformationSystems, Computer and Information Science, Certification
San Diego State University-California State University 1993 — 1996
Associates Degree, Social Sciences, AA
Theresa M Draper Theresa M Draper's Principal Financial Group Experience 1985 - 1988
Job Benefit Advisor
Industry Insurance
Experience
Healthy Solutions Insurance Services July 2015 - Present
AVI Companies February 2013 - July 2015
Gisske Insurance Services October 2007 - February 2013
American Lung Association of California November 2004 - January 2007
Third Party Administrator for Self-Funded Health Plans July 2002 - November 2004
Draper Administrative Services 1988 - 2002
Legacy Marketing Group 1998 - 1999
JB & Associates 1997 - 1998
Health Plan of the Redwoods 1994 - 1997
Principal Financial Group 1985 - 1988
Skills
Health Insurance, Medicare, Life Insurance, Long Term Care Insurance, Group Insurance, Communication Skills, Empathy, Compassion, Looking At the Big..., Elder Care, Estate Planning, PPACA, Senior Advocacy, Healthcare Consumer..., Employee Benefits, Brokers, Healthcare, Insurance, Affordable Care Act, Health Savings Accounts, Benefits Administration, Term Life Insurance, Customer Service, Underwriting, Claim, Commercial Insurance, Long-term Care, Health Care Reform, Disability Insurance, Group Medical
Education
Montgomery High School, Santa Rosa, CA 1980 — 1983
Santa Rosa Junior College
business and general education
Healthy Solutions Insurance Services July 2015 - Present
AVI Companies February 2013 - July 2015
Gisske Insurance Services October 2007 - February 2013
American Lung Association of California November 2004 - January 2007
Third Party Administrator for Self-Funded Health Plans July 2002 - November 2004
Draper Administrative Services 1988 - 2002
Legacy Marketing Group 1998 - 1999
JB & Associates 1997 - 1998
Health Plan of the Redwoods 1994 - 1997
Principal Financial Group 1985 - 1988
Skills
Health Insurance, Medicare, Life Insurance, Long Term Care Insurance, Group Insurance, Communication Skills, Empathy, Compassion, Looking At the Big..., Elder Care, Estate Planning, PPACA, Senior Advocacy, Healthcare Consumer..., Employee Benefits, Brokers, Healthcare, Insurance, Affordable Care Act, Health Savings Accounts, Benefits Administration, Term Life Insurance, Customer Service, Underwriting, Claim, Commercial Insurance, Long-term Care, Health Care Reform, Disability Insurance, Group Medical
Education
Montgomery High School, Santa Rosa, CA 1980 — 1983
Santa Rosa Junior College
business and general education
Casey Moser Casey Moser's Principal Financial Group Experience April 2011 - Present
Job Sales Rep at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group April 2011 - Present
Reliance Standard October 2008 - April 2011
Skills
Health Insurance, Sales
Education
Shepherd University 2004 — 2008
Bachelor of Science (BS), Entrepreneurial and Small Business Operations
Principal Financial Group April 2011 - Present
Reliance Standard October 2008 - April 2011
Skills
Health Insurance, Sales
Education
Shepherd University 2004 — 2008
Bachelor of Science (BS), Entrepreneurial and Small Business Operations
Jacqueline P. Deckman Jacqueline P. Deckman's Principal Financial Group Experience September 2004 - April 2015
Job Retirement Plan Relationship Manager at Atlanta Retirement Partners
Industry Financial Services
Experience
Atlanta Retirement Partners May 2015 - Present
Principal Financial Group September 2004 - April 2015
ADP 2000 - 2004
MassMutual 1996 - 2000
Fidelity Investments 1994 - 1995
DALBAR, Inc. 1992 - 1994
Skills
Retirement Planning, 401k, Defined Benefit, ERISA, Financial Services, Mutual Funds, Pensions, Qualified Retirement..., 457 Plans, 403 b, ESOP, Non-Qualified Deferred..., Land Conservation, Environmental Awareness, Alternative Investments, Salesforce.com, Sales Operations, Investments, Securities, Financial Advisory, Insurance, Series 7
Education
Syracuse University - Maxwell School 1984 — 1985
MA, International Relations
Saint Anselm College 1980 — 1984
BA, English
Atlanta Retirement Partners May 2015 - Present
Principal Financial Group September 2004 - April 2015
ADP 2000 - 2004
MassMutual 1996 - 2000
Fidelity Investments 1994 - 1995
DALBAR, Inc. 1992 - 1994
Skills
Retirement Planning, 401k, Defined Benefit, ERISA, Financial Services, Mutual Funds, Pensions, Qualified Retirement..., 457 Plans, 403 b, ESOP, Non-Qualified Deferred..., Land Conservation, Environmental Awareness, Alternative Investments, Salesforce.com, Sales Operations, Investments, Securities, Financial Advisory, Insurance, Series 7
Education
Syracuse University - Maxwell School 1984 — 1985
MA, International Relations
Saint Anselm College 1980 — 1984
BA, English
Kelley Tyrell Kelley Tyrell's Principal Financial Group Experience 2001 - 2004
Job Vice President Retail Mortgage at Firstrust Bank
Industry Financial Services
Experience
Firstrust Bank February 2015 - Present
Citigroup December 2001 - Present
Legacy Planning Partners 2009 - 2011
Legacy Planning Partners 2009 - 2011
Legacy Planning Partners 2009 - 2011
Legacy Planning Partners 2009 - 2011
Principal Financial Group 2001 - 2004
Chase Manhattan Corporation January 1994 - December 2001
The Chase Manhattan Bank January 1990 - September 2001
Skills
Series 7, Mortgage Lending, Strategy, Business Development, Banking, Loans, Credit, Finance, Financial Services
Education
Saint Joseph's University 1984 — 1988
Bachelor of Science, Marketing
Bishop Kenrick
Firstrust Bank February 2015 - Present
Citigroup December 2001 - Present
Legacy Planning Partners 2009 - 2011
Legacy Planning Partners 2009 - 2011
Legacy Planning Partners 2009 - 2011
Legacy Planning Partners 2009 - 2011
Principal Financial Group 2001 - 2004
Chase Manhattan Corporation January 1994 - December 2001
The Chase Manhattan Bank January 1990 - September 2001
Skills
Series 7, Mortgage Lending, Strategy, Business Development, Banking, Loans, Credit, Finance, Financial Services
Education
Saint Joseph's University 1984 — 1988
Bachelor of Science, Marketing
Bishop Kenrick
Jay Pitonyak's Principal Financial Group Experience November 2009 - October 2010
Job Technical Recruiter
Industry Staffing and Recruiting
Experience
Thomson Reuters 2012 - Present
Gluten Free Deals December 2011 - 2014
St. Jude Medical September 2010 - March 2012
Principal Financial Group November 2009 - October 2010
ITR Group January 2008 - December 2008
Thomson Reuters January 2006 - January 2008
Allstate January 2005 - 2008
ITR Group December 2003 - December 2004
Solution Design Group October 2000 - December 2003
Skills
Technical Recruiting, Sourcing, New Business Development, Social Media, Full-cycle Recruiting, Applicant Tracking..., Talent Acquisition, Social Media Marketing, Food Industry, Marketing Strategy, Advertising Sales, Account Management, Entrepreneur, Recruiting, Interviews, Sales, Onboarding, SDLC, Business Development, Management, Vendor Management, Project Management, Talent Management, Benefits Negotiation, Temporary Placement, Cold Calling
Education
St. John's University 1994 — 1997
BA, Management
Thomson Reuters 2012 - Present
Gluten Free Deals December 2011 - 2014
St. Jude Medical September 2010 - March 2012
Principal Financial Group November 2009 - October 2010
ITR Group January 2008 - December 2008
Thomson Reuters January 2006 - January 2008
Allstate January 2005 - 2008
ITR Group December 2003 - December 2004
Solution Design Group October 2000 - December 2003
Skills
Technical Recruiting, Sourcing, New Business Development, Social Media, Full-cycle Recruiting, Applicant Tracking..., Talent Acquisition, Social Media Marketing, Food Industry, Marketing Strategy, Advertising Sales, Account Management, Entrepreneur, Recruiting, Interviews, Sales, Onboarding, SDLC, Business Development, Management, Vendor Management, Project Management, Talent Management, Benefits Negotiation, Temporary Placement, Cold Calling
Education
St. John's University 1994 — 1997
BA, Management
Megan Knopick Megan Knopick's Principal Financial Group Experience June 2010 - Present
Job Senior Employee Benefits Specialist at Principal Financial Group
Industry Insurance
Experience
Principal Financial Group June 2010 - Present
Principal Financial Group June 2007 - June 2010
Siegwerk 2006 - 2007
Skills
Insurance, Marketing, Account Management, Employee Benefits, Microsoft Excel, Disability Insurance, Life Insurance, Retirement, Sales, Leadership, Sales Management, Health Insurance, Strategic Planning, Customer Satisfaction, Underwriting, Customer Service, New Business Development
Education
Saint Mary's College 1998 — 2002
Bachelor of Arts, Fine Art
Marian High School 1994 — 1998
Principal Financial Group June 2010 - Present
Principal Financial Group June 2007 - June 2010
Siegwerk 2006 - 2007
Skills
Insurance, Marketing, Account Management, Employee Benefits, Microsoft Excel, Disability Insurance, Life Insurance, Retirement, Sales, Leadership, Sales Management, Health Insurance, Strategic Planning, Customer Satisfaction, Underwriting, Customer Service, New Business Development
Education
Saint Mary's College 1998 — 2002
Bachelor of Arts, Fine Art
Marian High School 1994 — 1998
Joe Bright Joe Bright's Principal Financial Group Experience 2013 - 2013
Job Bright Financial Services and Insurance Group
Industry Financial Services
Experience
Bright Financial Services and Insurance Group July 2014 - Present
First Financial Group of America August 2003 - July 2014
Principal Financial Group 2013 - 2013
Skills
Life Insurance, Insurance, Customer Service, Brokers, Sales Management, Disability Insurance, Employee Benefits, Health Insurance, Marketing, Sales, Term Life Insurance, Account Management, Health Savings Accounts
Education
Sam Houston State University 1984 — 1989
BS, Criminology & Corrections
Bright Financial Services and Insurance Group July 2014 - Present
First Financial Group of America August 2003 - July 2014
Principal Financial Group 2013 - 2013
Skills
Life Insurance, Insurance, Customer Service, Brokers, Sales Management, Disability Insurance, Employee Benefits, Health Insurance, Marketing, Sales, Term Life Insurance, Account Management, Health Savings Accounts
Education
Sam Houston State University 1984 — 1989
BS, Criminology & Corrections
Amar Vivek's Principal Financial Group Experience September 2013 - Present
Job Application Analyst at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group September 2013 - Present
Principal Financial Group December 2010 - August 2013
Infosys July 2008 - September 2010
Education
Shivaji University 2004 — 2008
Bachelor of Engineering (B.E.), Biotechnology
Principal Financial Group September 2013 - Present
Principal Financial Group December 2010 - August 2013
Infosys July 2008 - September 2010
Education
Shivaji University 2004 — 2008
Bachelor of Engineering (B.E.), Biotechnology
McKenzie Popick's Principal Financial Group Experience September 2008 - Present
Job Sr. Account Executive at Principal Financial Group
Industry Insurance
Experience
Principal Financial Group September 2008 - Present
Principal Financial Group January 2015 - June 2015
Retirement Strategies Group February 2007 - September 2008
Skills
Disability Insurance, Employee Benefits, Life Insurance, Health Insurance, Insurance, Brokers, Benefits Administration, Term Life Insurance
Education
San Diego State University-California State University
Financial Services, Business- Financial Services
Principal Financial Group September 2008 - Present
Principal Financial Group January 2015 - June 2015
Retirement Strategies Group February 2007 - September 2008
Skills
Disability Insurance, Employee Benefits, Life Insurance, Health Insurance, Insurance, Brokers, Benefits Administration, Term Life Insurance
Education
San Diego State University-California State University
Financial Services, Business- Financial Services
Dannell Pike Dannell Pike's Principal Financial Group Experience March 2000 - December 2011
Job Customer Care Manager, Davinci Virtual
Industry Facilities Services
Experience
Vista Outdoor September 2015 - Present
Davinci Virtual Office Solutions January 2015 - Present
The Home Depot April 2012 - March 2015
Principal Financial Group March 2000 - December 2011
Flowerama March 2003 - March 2005
Skills
Avaya CMS, Microsoft Office, iPhone, Leadership, Process Improvement, Team Leadership, Coaching, Access, Customer Service, Management, Team Building, Visio, Customer Experience, Teamwork, Outlook, Operations Management, CRM, Time Management, Call Centers, Customer Retention, Performance Management, Employee Training, Problem Solving, Sales, Relationship Management, Business Analysis, Public Speaking, Project Management, Budgets, Microsoft Excel, Strategic Planning, Research, Social Media, Customer Satisfaction, Account Management, Recruiting, Vendor Management, PowerPoint, Retail
Education
Salt Lake Community College 2005 — 2012
Psychology
Vista Outdoor September 2015 - Present
Davinci Virtual Office Solutions January 2015 - Present
The Home Depot April 2012 - March 2015
Principal Financial Group March 2000 - December 2011
Flowerama March 2003 - March 2005
Skills
Avaya CMS, Microsoft Office, iPhone, Leadership, Process Improvement, Team Leadership, Coaching, Access, Customer Service, Management, Team Building, Visio, Customer Experience, Teamwork, Outlook, Operations Management, CRM, Time Management, Call Centers, Customer Retention, Performance Management, Employee Training, Problem Solving, Sales, Relationship Management, Business Analysis, Public Speaking, Project Management, Budgets, Microsoft Excel, Strategic Planning, Research, Social Media, Customer Satisfaction, Account Management, Recruiting, Vendor Management, PowerPoint, Retail
Education
Salt Lake Community College 2005 — 2012
Psychology
Lauren Schaefer's Principal Financial Group Experience November 2012 - March 2013
Job Regional Marketing Coordinator at Allstate Benefits
Industry Insurance
Experience
Allstate Benefits April 2013 - Present
Principal Financial Group November 2012 - March 2013
The Colton Company July 2012 - September 2012
Hilton Waterfront Beach Resort February 2011 - July 2012
Marriott Vacation Club International October 2008 - November 2010
The Cheesecake Factory May 2006 - October 2008
Outback Steakhouse 2005 - 2006
Skills
Hospitality, Event Planning, Customer Service, Hospitality Industry, Hotels, Event Management, Hospitality Management, Training, Resorts, Insurance, PowerPoint, Microsoft Excel, Team Building, Marketing Strategy, Catering, Front Office, Voluntary Employee..., Leadership, Teamwork, Friendly Personality, Team Leadership, Strategic Planning, Non-Medical Insurance, Re-Enrollments, Property Management, Interior Design, Interior Decorating, Business Management, Life Insurance, Term Life Insurance, Critical Illness, Accident Insurance, GAP Insurance, Health Insurance, employee training, Marketing, Administrative..., Time Management, Insurance Claims
Education
Saddleback College 2004 — 2006
none
El Toro High School 2000 — 2004
Diploma, General Education, 9th - 12th grades
US Career Institute
AA Business Management, still in Progress
Portola Hilla Elementary
Allstate Benefits April 2013 - Present
Principal Financial Group November 2012 - March 2013
The Colton Company July 2012 - September 2012
Hilton Waterfront Beach Resort February 2011 - July 2012
Marriott Vacation Club International October 2008 - November 2010
The Cheesecake Factory May 2006 - October 2008
Outback Steakhouse 2005 - 2006
Skills
Hospitality, Event Planning, Customer Service, Hospitality Industry, Hotels, Event Management, Hospitality Management, Training, Resorts, Insurance, PowerPoint, Microsoft Excel, Team Building, Marketing Strategy, Catering, Front Office, Voluntary Employee..., Leadership, Teamwork, Friendly Personality, Team Leadership, Strategic Planning, Non-Medical Insurance, Re-Enrollments, Property Management, Interior Design, Interior Decorating, Business Management, Life Insurance, Term Life Insurance, Critical Illness, Accident Insurance, GAP Insurance, Health Insurance, employee training, Marketing, Administrative..., Time Management, Insurance Claims
Education
Saddleback College 2004 — 2006
none
El Toro High School 2000 — 2004
Diploma, General Education, 9th - 12th grades
US Career Institute
AA Business Management, still in Progress
Portola Hilla Elementary
Jon Good Jon Good's Principal Financial Group Experience November 2013 - Present
Job Benefit & Planning Counselor at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group November 2013 - Present
Skills
Series 7, Series 66, Fundraisers, Volunteering, Non-profit Leadership, Wealth Management, Portfolio Management, Wealth Management..., Marketing, Sales, Investments, Uniform Combined State..., Business Development, Strategic Financial..., Asset Managment, Real Estate, Small Business, Strategy, Finance, Asset Management, Retirement Planning
Education
S.I. Newhouse School of Public Communications at Syracuse University 1995 — 1999
BS
Syracuse University 1995 — 1999
BS, Advertising
Principal Financial Group November 2013 - Present
Skills
Series 7, Series 66, Fundraisers, Volunteering, Non-profit Leadership, Wealth Management, Portfolio Management, Wealth Management..., Marketing, Sales, Investments, Uniform Combined State..., Business Development, Strategic Financial..., Asset Managment, Real Estate, Small Business, Strategy, Finance, Asset Management, Retirement Planning
Education
S.I. Newhouse School of Public Communications at Syracuse University 1995 — 1999
BS
Syracuse University 1995 — 1999
BS, Advertising
Jack O'Brien LUTCF, FSS Jack O'Brien LUTCF, FSS's Principal Financial Group Experience January 2005 - Present
Job Senior Financial Representative at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group January 2005 - Present
NAIFA NATIONAL July 1977 - June 2013
Village Financial Group April 1995 - December 2004
Western Agency Officers Association 1984 - 2001
CHUBB Life Insurance Company of America October 1991 - April 1995
Alexander Hamilton Life Insurance Company January 1983 - September 1991
Pacific Mutual Life Insurance company April 1976 - December 1979
New York Life Insurance Co. April 1967 - April 1976
Skills
Retirement, Retirement Planning, Fixed Annuities, Disability Insurance, Estate Planning, Series 7, 401k, Long-term Care, Mutual Funds, Life Insurance, IRAs, Insurance, Series 63, Term Life Insurance, Investments, Financial Planners, Investment Advisory, Employee Benefits, Financial Advisory, Pensions
Education
Northwest University, Seattle 1959 — 1964
BA, ThB, Counseling, Theology
Seattle Pacific University 1957 — 1958
None, Economics
Principal Financial Group January 2005 - Present
NAIFA NATIONAL July 1977 - June 2013
Village Financial Group April 1995 - December 2004
Western Agency Officers Association 1984 - 2001
CHUBB Life Insurance Company of America October 1991 - April 1995
Alexander Hamilton Life Insurance Company January 1983 - September 1991
Pacific Mutual Life Insurance company April 1976 - December 1979
New York Life Insurance Co. April 1967 - April 1976
Skills
Retirement, Retirement Planning, Fixed Annuities, Disability Insurance, Estate Planning, Series 7, 401k, Long-term Care, Mutual Funds, Life Insurance, IRAs, Insurance, Series 63, Term Life Insurance, Investments, Financial Planners, Investment Advisory, Employee Benefits, Financial Advisory, Pensions
Education
Northwest University, Seattle 1959 — 1964
BA, ThB, Counseling, Theology
Seattle Pacific University 1957 — 1958
None, Economics
Douglas Whitney, CLU, RHU Douglas Whitney, CLU, RHU's Principal Financial Group Experience August 1984 - Present
Job Senior Financial Representative at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group August 1984 - Present
Skills
Employee Benefits, Disability Insurance, Retirement Planning, Health Insurance, Small Business, Pensions, Wealth, Income Protection, Finance, Asset Management, Investments, Customer Service, Long-term Care, Fixed Annuities, Mutual Funds, 401k, Buy-sell Agreements, Portfolio Management, Estate Planning, Health Savings Accounts, Insurance, Underwriting, Retirement, Key Person Insurance, IRAs, Business Planning, Life Insurance, Wealth Accumulation, Term Life Insurance, Executive Benefit..., College Funding..., College Savings Plans
Education
American College 1998 — 2001
CLU, RHU, Insurance and Finance
San Francisco State University 1977 — 1979
Music and Sociology
Principal Financial Group August 1984 - Present
Skills
Employee Benefits, Disability Insurance, Retirement Planning, Health Insurance, Small Business, Pensions, Wealth, Income Protection, Finance, Asset Management, Investments, Customer Service, Long-term Care, Fixed Annuities, Mutual Funds, 401k, Buy-sell Agreements, Portfolio Management, Estate Planning, Health Savings Accounts, Insurance, Underwriting, Retirement, Key Person Insurance, IRAs, Business Planning, Life Insurance, Wealth Accumulation, Term Life Insurance, Executive Benefit..., College Funding..., College Savings Plans
Education
American College 1998 — 2001
CLU, RHU, Insurance and Finance
San Francisco State University 1977 — 1979
Music and Sociology
Sameer Upadhye Sameer Upadhye's Principal Financial Group Experience September 2013 - March 2014
Job Data Architect at State of Iowa OCIO
Industry Computer Software
Experience
Wells Fargo April 2014 - September 2015
Principal Financial Group September 2013 - March 2014
Waddell & Reed April 2013 - August 2013
Wells Fargo Home Mortgage August 2012 - April 2013
Waste Management February 2012 - August 2012
Wells Fargo Home Mortgage August 2010 - February 2012
Sears Holdings Corporation May 2010 - July 2010
AstraZeneca December 2009 - May 2010
MillerCoors August 2009 - September 2009
Fresenius Medical Care June 2009 - August 2009
Skills
Data Modeling, Data Warehousing, Business Intelligence, Master Data Management, Solution Architecture, Data Governance, Data Architecture, Data Warehouse..., Data Marts, Enterprise Architecture, SDLC, ETL, Informatica, Database Design, Business Objects, Oracle, DB2, Erwin, Data Integration, Requirements Gathering, Business Requirements, Business Analysis, Requirements Analysis, Agile Methodologies, Kanban
Education
Shivaji University 1994 — 1996
Masters in Engineering
Shivaji University 1990 — 1994
Bachelors in Engineering
Wells Fargo April 2014 - September 2015
Principal Financial Group September 2013 - March 2014
Waddell & Reed April 2013 - August 2013
Wells Fargo Home Mortgage August 2012 - April 2013
Waste Management February 2012 - August 2012
Wells Fargo Home Mortgage August 2010 - February 2012
Sears Holdings Corporation May 2010 - July 2010
AstraZeneca December 2009 - May 2010
MillerCoors August 2009 - September 2009
Fresenius Medical Care June 2009 - August 2009
Skills
Data Modeling, Data Warehousing, Business Intelligence, Master Data Management, Solution Architecture, Data Governance, Data Architecture, Data Warehouse..., Data Marts, Enterprise Architecture, SDLC, ETL, Informatica, Database Design, Business Objects, Oracle, DB2, Erwin, Data Integration, Requirements Gathering, Business Requirements, Business Analysis, Requirements Analysis, Agile Methodologies, Kanban
Education
Shivaji University 1994 — 1996
Masters in Engineering
Shivaji University 1990 — 1994
Bachelors in Engineering
Deb Adao Deb Adao's Principal Financial Group Experience January 2011 - March 2011
Job Administrative Assistant at Parallon Business Solutions
Industry Health, Wellness and Fitness
Experience
Parallon August 2013 - Present
TriStar Health a division of HCA March 2011 - June 2013
Principal Financial Group January 2011 - March 2011
Principal Financial Group April 2010 - December 2010
Scales Elementary School 2008 - 2010
Skills
Marketing, Teamwork, Sales, Outlook, Administrative..., Healthcare, Access, Leadership, Microsoft Word, Microsoft Office, Microsoft Excel, Kronos Timekeeping, PowerPoint, Telephone Skills, Spreadsheets, Visio, Public Relations
Education
San Jose City College 1971 — 1973
Emphasis on business
Parallon August 2013 - Present
TriStar Health a division of HCA March 2011 - June 2013
Principal Financial Group January 2011 - March 2011
Principal Financial Group April 2010 - December 2010
Scales Elementary School 2008 - 2010
Skills
Marketing, Teamwork, Sales, Outlook, Administrative..., Healthcare, Access, Leadership, Microsoft Word, Microsoft Office, Microsoft Excel, Kronos Timekeeping, PowerPoint, Telephone Skills, Spreadsheets, Visio, Public Relations
Education
San Jose City College 1971 — 1973
Emphasis on business
Lindsey Donahue Lindsey Donahue's Principal Financial Group Experience April 2010 - April 2012
Job Insurance Services Customer Service at EMC National Life Company
Industry Financial Services
Experience
EMC National Life Company March 2012 - Present
Principal Financial Group April 2010 - April 2012
Principal Financial Group November 2006 - April 2010
Curves January 2006 - November 2006
Skills
Customer Service, Teamwork, Outlook, Word, PowerPoint, Excel, Outgoing, Positive, Building Relationships, Client Relationship..., Time Management, Customer Satisfaction, Life Insurance, Microsoft Office, Fixed Annuities, Sales, Insurance, Management
Education
Simpson College 2008 — 2012
Bachelor's degree, Marketing
San Diego State University-California State University 2006 — 2006
Professional Certificate, Personal Fitness Trainer
Norwalk Sr. High School 2003 — 2004
Culinary Arts - Independent Study
EMC National Life Company March 2012 - Present
Principal Financial Group April 2010 - April 2012
Principal Financial Group November 2006 - April 2010
Curves January 2006 - November 2006
Skills
Customer Service, Teamwork, Outlook, Word, PowerPoint, Excel, Outgoing, Positive, Building Relationships, Client Relationship..., Time Management, Customer Satisfaction, Life Insurance, Microsoft Office, Fixed Annuities, Sales, Insurance, Management
Education
Simpson College 2008 — 2012
Bachelor's degree, Marketing
San Diego State University-California State University 2006 — 2006
Professional Certificate, Personal Fitness Trainer
Norwalk Sr. High School 2003 — 2004
Culinary Arts - Independent Study
Kristi Hall's Principal Financial Group Experience April 2010 - February 2012
Job CalOptima
Industry Insurance
Experience
CalOptima May 2013 - Present
The Word & Brown Companies February 2013 - May 2013
SCAN Health Plan February 2012 - February 2013
Principal Financial Group April 2010 - February 2012
MetLife Ins February 2008 - December 2009
SafeGuard Dental & Vision June 1999 - February 2008
Skills
Billing, Invoicing, Insurance, Customer Relations, Customer Service, Supervisory Skills, Healthcare, Team Building, Health Insurance, Excel, Word, Problem Solving, Microsoft Excel, Health Care Reform, Medicare, Medicaid Managed Care, Project Planning, Accounts Receivable, Analysis, Microsoft Word, Process Improvement, Training, Management, Leadership
Education
Saddleback College 2001 — 2005
AA, Organizational Leadership
Saddleback College 2001 — 2005
J.F. Kennedy High School 1976 — 1978
General Studies
John f Kennedy 1976 — 1978
CalOptima May 2013 - Present
The Word & Brown Companies February 2013 - May 2013
SCAN Health Plan February 2012 - February 2013
Principal Financial Group April 2010 - February 2012
MetLife Ins February 2008 - December 2009
SafeGuard Dental & Vision June 1999 - February 2008
Skills
Billing, Invoicing, Insurance, Customer Relations, Customer Service, Supervisory Skills, Healthcare, Team Building, Health Insurance, Excel, Word, Problem Solving, Microsoft Excel, Health Care Reform, Medicare, Medicaid Managed Care, Project Planning, Accounts Receivable, Analysis, Microsoft Word, Process Improvement, Training, Management, Leadership
Education
Saddleback College 2001 — 2005
AA, Organizational Leadership
Saddleback College 2001 — 2005
J.F. Kennedy High School 1976 — 1978
General Studies
John f Kennedy 1976 — 1978
Annie Salsich Annie Salsich's Principal Financial Group Experience January 2009 - December 2010
Job District Manager at Copper Penny
Industry Financial Services
Experience
Copper Penny June 2014 - Present
Copper Penny March 2011 - June 2014
Principal Financial Group January 2009 - December 2010
Urban Chic August 2007 - December 2008
BMT Designers & Planners May 2007 - August 2007
Skills
Customer Relations, Inventory Management, New Business Development, Customer Service, Leadership, Training, Marketing, Sales Management, Management
Education
Salisbury University - Perdue School of Business 2006 — 2008
Bachelor of Science, Marketing
Severn School 1996 — 2003
Copper Penny June 2014 - Present
Copper Penny March 2011 - June 2014
Principal Financial Group January 2009 - December 2010
Urban Chic August 2007 - December 2008
BMT Designers & Planners May 2007 - August 2007
Skills
Customer Relations, Inventory Management, New Business Development, Customer Service, Leadership, Training, Marketing, Sales Management, Management
Education
Salisbury University - Perdue School of Business 2006 — 2008
Bachelor of Science, Marketing
Severn School 1996 — 2003
Melissa Claus Melissa Claus's Principal Financial Group Experience 2011 - 2012
Job Registered Sales Assistant
Industry Financial Services
Experience
AT&T Wireless August 2010 - Present
Creative Financial Group January 2009 - Present
Principal Financial Group 2011 - 2012
Financial Advisors of Delaware Valley 2011 - 2011
New England Financial January 2009 - March 2010
Philly2Night.com 2010 - 2010
Weichert Realty July 2007 - August 2009
Wachovia March 2008 - June 2008
Wachovia Bank March 2008 - June 2008
Cordua & Co October 2006 - July 2007
Skills
Series 7, Mortgage Lending, Investments, Management, Loans, Real Estate, Finance, Financial Services, Team Building, Retail, Sales, Sales Management, Training, Life Insurance, Residential Mortgages, Customer Service
Education
Rowan College at Burlington County 1994 — 1995
N/A, General Studies
Holy Cross High School
Life & Health Insurance
Our Lady of Good Council
Our Lady of Good Council
State of New Jersey Real Estate
AT&T Wireless August 2010 - Present
Creative Financial Group January 2009 - Present
Principal Financial Group 2011 - 2012
Financial Advisors of Delaware Valley 2011 - 2011
New England Financial January 2009 - March 2010
Philly2Night.com 2010 - 2010
Weichert Realty July 2007 - August 2009
Wachovia March 2008 - June 2008
Wachovia Bank March 2008 - June 2008
Cordua & Co October 2006 - July 2007
Skills
Series 7, Mortgage Lending, Investments, Management, Loans, Real Estate, Finance, Financial Services, Team Building, Retail, Sales, Sales Management, Training, Life Insurance, Residential Mortgages, Customer Service
Education
Rowan College at Burlington County 1994 — 1995
N/A, General Studies
Holy Cross High School
Life & Health Insurance
Our Lady of Good Council
Our Lady of Good Council
State of New Jersey Real Estate
Kishori Joshi Kishori Joshi's Principal Financial Group Experience February 2007 - May 2010
Job QA Analyst
Industry Information Technology and Services
Experience
H2Kinfosys 2014 - Present
Principal Financial Group February 2007 - May 2010
Syntel Ltd October 2005 - January 2007
Skills
COBOL, JCL, VSAM, Mainframe, SQL*Plus, DB2, Endeavor, Fileaid, CICS, SPUFI, Manual Testing, SQL, Agile Testing, Defect Logging
Education
Shivaji University 2000 — 2004
B.E, Electronics & Telecommunication
H2Kinfosys 2014 - Present
Principal Financial Group February 2007 - May 2010
Syntel Ltd October 2005 - January 2007
Skills
COBOL, JCL, VSAM, Mainframe, SQL*Plus, DB2, Endeavor, Fileaid, CICS, SPUFI, Manual Testing, SQL, Agile Testing, Defect Logging
Education
Shivaji University 2000 — 2004
B.E, Electronics & Telecommunication
Jonathan Donkin Jonathan Donkin's Principal Financial Group Experience August 2005 - July 2007
Job Software Engineer in Test at Health Equity
Industry Hospital & Health Care
Experience
Health Equity July 2015 - Present
Jacobs Technology April 2014 - July 2015
Intermountain Healthcare November 2008 - April 2014
Principal Financial Group August 2005 - July 2007
Alorica September 1999 - July 2001
Skills
Visual C#, ASP.NET, SQL, SharePoint, jQuery, JavaScript, HTML, Java, JDBC, JSP, Microsoft SQL Server, MySQL, XSLT, VBA, Java Enterprise Edition, OS X, Windows 7, PL/SQL, SQLite, SQL*Plus, Customer Service, Databases, Troubleshooting, C#, .NET
Education
Weber State University 2011 — 2013
Bachelor of Science (BS), Computer Science
Salt Lake Community College 2004 — 2009
AS, Computer Science
Hunter High School 1993 — 1996
High School Diploma
Health Equity July 2015 - Present
Jacobs Technology April 2014 - July 2015
Intermountain Healthcare November 2008 - April 2014
Principal Financial Group August 2005 - July 2007
Alorica September 1999 - July 2001
Skills
Visual C#, ASP.NET, SQL, SharePoint, jQuery, JavaScript, HTML, Java, JDBC, JSP, Microsoft SQL Server, MySQL, XSLT, VBA, Java Enterprise Edition, OS X, Windows 7, PL/SQL, SQLite, SQL*Plus, Customer Service, Databases, Troubleshooting, C#, .NET
Education
Weber State University 2011 — 2013
Bachelor of Science (BS), Computer Science
Salt Lake Community College 2004 — 2009
AS, Computer Science
Hunter High School 1993 — 1996
High School Diploma
Robert Rudd's Principal Financial Group Experience July 2002 - July 2008
Job Customer Insights & Analysis Manager at Wells Fargo
Industry Market Research
Experience
Wells Fargo July 2008 - Present
Principal Financial Group July 2002 - July 2008
DoubleClick 2001 - 2002
MessageMedia 1999 - 2001
Decisive Technology 1997 - 1999
Raychem 1995 - 1997
Skills
Market Research, Customer Loyalty, Customer Satisfaction, Brand Loyalty, Analytics, Customer Insight, Segmentation, Marketing, Qualitative Research, Quantitative Research, Competitive Intelligence, Direct Marketing, Analysis, Management, Leadership, Data Analysis, Online Research
Education
San Jose State University
Master of Science (M.S.), Industrial and Organizational Psychology
Wells Fargo July 2008 - Present
Principal Financial Group July 2002 - July 2008
DoubleClick 2001 - 2002
MessageMedia 1999 - 2001
Decisive Technology 1997 - 1999
Raychem 1995 - 1997
Skills
Market Research, Customer Loyalty, Customer Satisfaction, Brand Loyalty, Analytics, Customer Insight, Segmentation, Marketing, Qualitative Research, Quantitative Research, Competitive Intelligence, Direct Marketing, Analysis, Management, Leadership, Data Analysis, Online Research
Education
San Jose State University
Master of Science (M.S.), Industrial and Organizational Psychology
Steve Holleran's Principal Financial Group Experience January 1992 - December 1997
Job Owner at IPRG
Industry Insurance
Experience
IPRG June 2010 - Present
Cash & Associates, P.A. January 2007 - May 2010
Holleran Consulting Group/AGIC January 1998 - January 2007
Principal Financial Group January 1992 - December 1997
Skills
Insurance, Group Policy, Healthcare, Employee Benefits, Health Insurance, Workers Compensation
Education
Rutgers, The State University of New Jersey-New Brunswick 1985 — 1989
Bachelor of Arts, Political Science and Economics
Ridgewood High School 1980 — 1984
High School Degree
IPRG June 2010 - Present
Cash & Associates, P.A. January 2007 - May 2010
Holleran Consulting Group/AGIC January 1998 - January 2007
Principal Financial Group January 1992 - December 1997
Skills
Insurance, Group Policy, Healthcare, Employee Benefits, Health Insurance, Workers Compensation
Education
Rutgers, The State University of New Jersey-New Brunswick 1985 — 1989
Bachelor of Arts, Political Science and Economics
Ridgewood High School 1980 — 1984
High School Degree
Dan Bergner's Principal Financial Group Experience August 2013 - Present
Job Financial Representative, Princor Registered Representative, Financial Advisor at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group August 2013 - Present
Nova Consulting May 2012 - July 2013
Medica August 2010 - August 2011
Learning Strategies Corporation January 2008 - August 2010
American Home Mortgage March 2005 - September 2007
Klein Mortgage March 2000 - March 2005
American Express Financial Advisors April 1995 - March 2000
Skills
Series 7, Series 63, Series 66, Financial Services, Financial Planning, Retirement Planning, Investment Strategies, Life Insurance, 401k Rollovers, Disability Insurance, 401k, Buy-sell Agreements, Employee Benefits, Strategic Planning, Ancillary Benefits, Uniform Combined State..., Voluntary Employee..., Section 125 Plans, Health Insurance, Medicaid Managed Care
Education
St. John's University
B.A., Psychology
University of St. Thomas - Opus College of Business
MBA, General Management
Principal Financial Group August 2013 - Present
Nova Consulting May 2012 - July 2013
Medica August 2010 - August 2011
Learning Strategies Corporation January 2008 - August 2010
American Home Mortgage March 2005 - September 2007
Klein Mortgage March 2000 - March 2005
American Express Financial Advisors April 1995 - March 2000
Skills
Series 7, Series 63, Series 66, Financial Services, Financial Planning, Retirement Planning, Investment Strategies, Life Insurance, 401k Rollovers, Disability Insurance, 401k, Buy-sell Agreements, Employee Benefits, Strategic Planning, Ancillary Benefits, Uniform Combined State..., Voluntary Employee..., Section 125 Plans, Health Insurance, Medicaid Managed Care
Education
St. John's University
B.A., Psychology
University of St. Thomas - Opus College of Business
MBA, General Management
Pauline Irawan's Principal Financial Group Experience November 2014 - Present
Job Senior Financial Advisor at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group November 2014 - Present
IHC Financial Group September 2007 - November 2014
Meridian Capital Inc June 2005 - September 2007
SF Honda June 2004 - June 2005
John Stafford Securities January 1999 - June 2001
Skills
Retirement Planning, Term Life Insurance, • 401 (k), 403 (b), SEP..., Annuities (Variable &..., Asset Allocation, Business Continuation..., Business Overhead..., Buy-Sell Agreements •..., Charitable Giving, College Funding..., Deferred Compensation..., Dental Insurance, Disability Income..., Estate Planning, Executive Benefits..., Financial Needs Analysis, Income Protection, Informal Business..., • IRAs (Traditional &..., Key Person Insurance, Long-Term Care Insurance, Mutual Funds, Pension Plans, • Salary Continuation, Series 6,7,63, 65, 66..., • Split Dollar Plans, Supplemental Retirement..., Survivor Income, Tax-Deferred Savings, Universal Life Insurance, • Wealth Accumulation, • Whole Life Insurance, Individual Health..., Medicare, Retirement, Financial Services, Financial Advisory, Insurance, Wealth Management
Education
Seattle University 1991 — 1995
BSc, Civil and Environmental Engineering
University of Washington 1991 — 1995
BSc, Civil Engineering
Principal Financial Group November 2014 - Present
IHC Financial Group September 2007 - November 2014
Meridian Capital Inc June 2005 - September 2007
SF Honda June 2004 - June 2005
John Stafford Securities January 1999 - June 2001
Skills
Retirement Planning, Term Life Insurance, • 401 (k), 403 (b), SEP..., Annuities (Variable &..., Asset Allocation, Business Continuation..., Business Overhead..., Buy-Sell Agreements •..., Charitable Giving, College Funding..., Deferred Compensation..., Dental Insurance, Disability Income..., Estate Planning, Executive Benefits..., Financial Needs Analysis, Income Protection, Informal Business..., • IRAs (Traditional &..., Key Person Insurance, Long-Term Care Insurance, Mutual Funds, Pension Plans, • Salary Continuation, Series 6,7,63, 65, 66..., • Split Dollar Plans, Supplemental Retirement..., Survivor Income, Tax-Deferred Savings, Universal Life Insurance, • Wealth Accumulation, • Whole Life Insurance, Individual Health..., Medicare, Retirement, Financial Services, Financial Advisory, Insurance, Wealth Management
Education
Seattle University 1991 — 1995
BSc, Civil and Environmental Engineering
University of Washington 1991 — 1995
BSc, Civil Engineering
Donald Hines's Principal Financial Group Experience January 1991 - July 1994
Job Director, Digital Product Management at Capital One Investing (ShareBuilder)
Industry Financial Services
Experience
Capital One ShareBuilder January 2012 - Present
ShareBuilder Corporation (ING Direct) October 2007 - December 2012
ShareBuilder April 2005 - October 2007
ShareBuilder April 2000 - April 2005
Airborne Express September 1996 - April 2000
Airborne Express July 1994 - August 1996
Principal Financial Group January 1991 - July 1994
Skills
Product Management, Agile Methodologies, E-commerce, Analytics, Financial Services, Strategic Planning, Scrum, Program Management, SDLC, Vendor Management, Usability Testing, Project Management, Business Analysis, Mobile Applications, Design Thinking, Agile Project Management
Education
Seattle University 1996 — 1999
MBA
University of Iowa 1986 — 1990
Bachelor of Business Administration (BBA), Management Information Systems, General
Capital One ShareBuilder January 2012 - Present
ShareBuilder Corporation (ING Direct) October 2007 - December 2012
ShareBuilder April 2005 - October 2007
ShareBuilder April 2000 - April 2005
Airborne Express September 1996 - April 2000
Airborne Express July 1994 - August 1996
Principal Financial Group January 1991 - July 1994
Skills
Product Management, Agile Methodologies, E-commerce, Analytics, Financial Services, Strategic Planning, Scrum, Program Management, SDLC, Vendor Management, Usability Testing, Project Management, Business Analysis, Mobile Applications, Design Thinking, Agile Project Management
Education
Seattle University 1996 — 1999
MBA
University of Iowa 1986 — 1990
Bachelor of Business Administration (BBA), Management Information Systems, General
David Flynn's Principal Financial Group Experience October 2011 - Present
Job Financial Advisor at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group October 2011 - Present
VEAP- Volunteers Enlisted to Assist People May 2006 - Present
Normandale Lutheran Evangelical Church Edina Minnesota December 2009 - July 2012
Thrivent Financial March 2007 - July 2011
Curian Capital December 2005 - January 2007
Equis Corporation August 2004 - December 2006
Meridian Golf Corporation April 1998 - September 2005
American Express AMG/Northwinds Group March 1994 - August 2004
Skills
Strategy, Investments, Management, Finance, Project Planning, Mutual Funds, Financial Advisory, Time Management, Networking, Strategic Financial..., Retirement Planning, Wealth Management, Estate Planning, Series 7, Insurance
Education
St. John's University 1981 — 1985
Bachelor of Science (B.S.), Business Administration with Economics focus.
Edina West High School 1977 — 1981
Graduated, General Studies
Principal Financial Group October 2011 - Present
VEAP- Volunteers Enlisted to Assist People May 2006 - Present
Normandale Lutheran Evangelical Church Edina Minnesota December 2009 - July 2012
Thrivent Financial March 2007 - July 2011
Curian Capital December 2005 - January 2007
Equis Corporation August 2004 - December 2006
Meridian Golf Corporation April 1998 - September 2005
American Express AMG/Northwinds Group March 1994 - August 2004
Skills
Strategy, Investments, Management, Finance, Project Planning, Mutual Funds, Financial Advisory, Time Management, Networking, Strategic Financial..., Retirement Planning, Wealth Management, Estate Planning, Series 7, Insurance
Education
St. John's University 1981 — 1985
Bachelor of Science (B.S.), Business Administration with Economics focus.
Edina West High School 1977 — 1981
Graduated, General Studies
Eileen M Ross's Principal Financial Group Experience 1999 - 2002
Job Field Operation Team Leader at Ameriprise Financial
Industry Financial Services
Experience
City of Virginia Beach April 2015 - Present
Ameriprise Financial June 2008 - Present
EDS January 1998 - January 2008
Towers Perrin January 1998 - March 2005
Principal Financial Group 1999 - 2002
AIG February 1992 - February 1994
Skills
Human Resources, Benefits Administration, Employee Benefits, Performance Management, Management, Recruiting, Employee Relations
Education
Rutgers University – Camden 1985 — 1989
BS Management, Management and Marketing
City of Virginia Beach April 2015 - Present
Ameriprise Financial June 2008 - Present
EDS January 1998 - January 2008
Towers Perrin January 1998 - March 2005
Principal Financial Group 1999 - 2002
AIG February 1992 - February 1994
Skills
Human Resources, Benefits Administration, Employee Benefits, Performance Management, Management, Recruiting, Employee Relations
Education
Rutgers University – Camden 1985 — 1989
BS Management, Management and Marketing
John McKenna, MBA, CISA's Principal Financial Group Experience 1989 - 1999
Job Compliance/Controls Specialist
Industry Accounting
Experience
Merck July 2008 - Present
CHAN May 2007 - June 2008
Kreisher Miller 2005 - 2007
Temple University 2000 - 2005
aon consulting 1999 - 2000
principal financial group 1989 - 1999
principal 1989 - 1999
principal mutual 1989 - 1999
principal mutual 1989 - 1999
principal mutual life insurance 1989 - 1999
Skills
Auditing, Sarbanes-Oxley Act, Internal Controls, Process Improvement, Accounting, Financial Analysis, Internal Audit, Financial Reporting, IT Audit, SAP, Sarbanes-Oxley, Business Process..., ERP, Business Process, US GAAP, Analysis
Education
Saint Joseph's University - Erivan K. Haub School of Business 1997 — 1999
mba
Villanova University 1984 — 1988
Cardinal O'Hara
Merck July 2008 - Present
CHAN May 2007 - June 2008
Kreisher Miller 2005 - 2007
Temple University 2000 - 2005
aon consulting 1999 - 2000
principal financial group 1989 - 1999
principal 1989 - 1999
principal mutual 1989 - 1999
principal mutual 1989 - 1999
principal mutual life insurance 1989 - 1999
Skills
Auditing, Sarbanes-Oxley Act, Internal Controls, Process Improvement, Accounting, Financial Analysis, Internal Audit, Financial Reporting, IT Audit, SAP, Sarbanes-Oxley, Business Process..., ERP, Business Process, US GAAP, Analysis
Education
Saint Joseph's University - Erivan K. Haub School of Business 1997 — 1999
mba
Villanova University 1984 — 1988
Cardinal O'Hara
Kathleen Sparks's Principal Financial Group Experience 2003 - 2004
Job Business Analyst at Shazam Cardinal Services
Industry Computer Software
Experience
Business Analyst Shazam Cardinal Services December 2014 - Present
Volt/Wells Fargo TOG December 2013 - Present
Vital Support Systems July 2011 - December 2013
Federal Home Loan Bank of Des Moines 2009 - 2011
Iowa Interactive, LLC July 2008 - February 2009
Wells Fargo Financial 2004 - 2008
Principal Financial Group 2003 - 2004
US Bank 1998 - 2003
Firstar Bank 1998 - 2000
Skills
Process Improvement, Business Requirements, Finance, Underwriting, Strategic Planning, Banking, SQL, Disaster Recovery, Management, Budgets, Customer Service, Project Management, Mortgage Lending, Time Management, Quality Assurance, Team Building, Vendor Management, Business Analysis, Program Management, Software Documentation, Business Process, User Acceptance Testing, Visio, Requirements Gathering, Risk Management, SDLC, Leadership, SharePoint, Consulting, Requirements Analysis, Business Process..., Documentation, Business Intelligence, Loans, Integration, Sales, Software Project..., Analysis, Project Portfolio..., Access, Financial Analysis, Project Planning, IT Strategy, Financial Services, Databases, Change Management, Agile Methodologies, Cross-functional Team..., Microsoft Office
Education
Sandford Brown 2013 — 2015
Associate's Degree, Web Development and Design, 3.67
Upper Iowa University 2004 — 2006
Master of Business Administration (MBA), Emphasis in Quality Management
Upper Iowa University 1998 — 2002
Bachelor of Science (B.S.), MIS, and Finance
Business Analyst Shazam Cardinal Services December 2014 - Present
Volt/Wells Fargo TOG December 2013 - Present
Vital Support Systems July 2011 - December 2013
Federal Home Loan Bank of Des Moines 2009 - 2011
Iowa Interactive, LLC July 2008 - February 2009
Wells Fargo Financial 2004 - 2008
Principal Financial Group 2003 - 2004
US Bank 1998 - 2003
Firstar Bank 1998 - 2000
Skills
Process Improvement, Business Requirements, Finance, Underwriting, Strategic Planning, Banking, SQL, Disaster Recovery, Management, Budgets, Customer Service, Project Management, Mortgage Lending, Time Management, Quality Assurance, Team Building, Vendor Management, Business Analysis, Program Management, Software Documentation, Business Process, User Acceptance Testing, Visio, Requirements Gathering, Risk Management, SDLC, Leadership, SharePoint, Consulting, Requirements Analysis, Business Process..., Documentation, Business Intelligence, Loans, Integration, Sales, Software Project..., Analysis, Project Portfolio..., Access, Financial Analysis, Project Planning, IT Strategy, Financial Services, Databases, Change Management, Agile Methodologies, Cross-functional Team..., Microsoft Office
Education
Sandford Brown 2013 — 2015
Associate's Degree, Web Development and Design, 3.67
Upper Iowa University 2004 — 2006
Master of Business Administration (MBA), Emphasis in Quality Management
Upper Iowa University 1998 — 2002
Bachelor of Science (B.S.), MIS, and Finance
Pauline Deer's Principal Financial Group Experience 1992 - 2003
Job In Force Specialist at Pacific Life
Industry Insurance
Experience
Pacific Life May 2003 - Present
Principal Financial Group 1992 - 2003
Skills
Fixed Annuities, Life Insurance, Health Insurance, Disability Insurance, Term Life Insurance, Long-term Care, Universal Life, Whole Life
Education
Santa Ana Valley
LOMA
FLMI, Insurance
Santa Ana College
Pacific Life May 2003 - Present
Principal Financial Group 1992 - 2003
Skills
Fixed Annuities, Life Insurance, Health Insurance, Disability Insurance, Term Life Insurance, Long-term Care, Universal Life, Whole Life
Education
Santa Ana Valley
LOMA
FLMI, Insurance
Santa Ana College
Paul Knauf's Principal Financial Group Experience 1981 - 1987
Job Director Investor Relations
Industry Marketing and Advertising
Experience
Gives Back Company LLC 2010 - Present
Principal Financial Group 1981 - 1987
Education
San Diego State University-California State University 1974 — 1976
BA, Economics
Gives Back Company LLC 2010 - Present
Principal Financial Group 1981 - 1987
Education
San Diego State University-California State University 1974 — 1976
BA, Economics
Saket Pradhan's Principal Financial Group Experience May 2000 - September 2010
Job Vice President
Industry Banking
Experience
JP Morgan Chase September 2010 - Present
Principal Financial group May 2000 - September 2010
Education
University of Nebraska at Omaha 1998 — 2000
Masters, Computer Science
Shivaji University 1992 — 1997
Bachelor of Engineering, Electronics
JP Morgan Chase September 2010 - Present
Principal Financial group May 2000 - September 2010
Education
University of Nebraska at Omaha 1998 — 2000
Masters, Computer Science
Shivaji University 1992 — 1997
Bachelor of Engineering, Electronics
Victoria Blanchard's Principal Financial Group Experience April 2013 - Present
Job Senior Marketing Coordinator at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group April 2013 - Present
Morgan Stanley Smith Barney March 2011 - August 2012
Morgan Stanley Smith Barney November 2009 - March 2011
Rowan University September 2005 - May 2009
Performance Marketing May 2007 - August 2007
Skills
Series 7
Education
Rowan University 2005 — 2009
B.S., Marketing, Psychology, 3.88
Ieseg School of Management 2008 — 2008
Principal Financial Group April 2013 - Present
Morgan Stanley Smith Barney March 2011 - August 2012
Morgan Stanley Smith Barney November 2009 - March 2011
Rowan University September 2005 - May 2009
Performance Marketing May 2007 - August 2007
Skills
Series 7
Education
Rowan University 2005 — 2009
B.S., Marketing, Psychology, 3.88
Ieseg School of Management 2008 — 2008
Barb Greene's Principal Financial Group Experience January 2014 - Present
Job CRS Reporting Analyst I at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group January 2014 - Present
The Principal Financial Group April 2007 - Present
J. R. Watkins October 2012 - Present
John Deere Credit February 2005 - April 2007
Principal Financial Group February 1994 - October 2004
Skills
Strategic Planning, Customer Service, Microsoft Office, Insurance, Team Building, Outlook, Coaching, Microsoft Excel, Marketing Strategy, Leadership, Problem Solving, Staff Development, Training & Development, Technology, Organization, Project Management, Training, Management, Retirement, Life Insurance
Education
The American College 2012 — 2014
Chartered Leadership Fellow® (CLF®), Organizational Leadership
Simpson College 1999 — 2006
Bachelor’s Degree, Marketing, minor in Computer Information Systems
Principal Financial Group January 2014 - Present
The Principal Financial Group April 2007 - Present
J. R. Watkins October 2012 - Present
John Deere Credit February 2005 - April 2007
Principal Financial Group February 1994 - October 2004
Skills
Strategic Planning, Customer Service, Microsoft Office, Insurance, Team Building, Outlook, Coaching, Microsoft Excel, Marketing Strategy, Leadership, Problem Solving, Staff Development, Training & Development, Technology, Organization, Project Management, Training, Management, Retirement, Life Insurance
Education
The American College 2012 — 2014
Chartered Leadership Fellow® (CLF®), Organizational Leadership
Simpson College 1999 — 2006
Bachelor’s Degree, Marketing, minor in Computer Information Systems
Bill Fox, DIA's Principal Financial Group Experience June 1994 - Present
Job Disability Income Regional Vice President at Principal Financial Group
Industry Insurance
Experience
Principal Financial Group June 1994 - Present
Skills
Retirement, Fixed Annuities, Income Protection, Life Insurance, Disability Insurance
Education
Saint Bonaventure University 1989 — 1993
BBA, Insurance & Marketing
Principal Financial Group June 1994 - Present
Skills
Retirement, Fixed Annuities, Income Protection, Life Insurance, Disability Insurance
Education
Saint Bonaventure University 1989 — 1993
BBA, Insurance & Marketing
Regina Brunton's Principal Financial Group Experience July 2002 - November 2004
Job Internal wholesaler at Crump Insurance/First Allied
Industry Insurance
Experience
Crump Insurance/First Allied June 2010 - Present
Advanced Equities November 2004 - October 2008
Principal Financial Group July 2002 - November 2004
LPL October 2000 - April 2002
Sentra Securities May 1998 - April 1999
Pacific Life January 1992 - April 1998
First Capital Life June 1982 - November 1990
Education
San Diego State University-California State University 1974 — 1979
BA, Humanities
Academy of Our Lady of Peace 1969 — 1973
College Prep
Crump Insurance/First Allied June 2010 - Present
Advanced Equities November 2004 - October 2008
Principal Financial Group July 2002 - November 2004
LPL October 2000 - April 2002
Sentra Securities May 1998 - April 1999
Pacific Life January 1992 - April 1998
First Capital Life June 1982 - November 1990
Education
San Diego State University-California State University 1974 — 1979
BA, Humanities
Academy of Our Lady of Peace 1969 — 1973
College Prep
Manny Abin's Principal Financial Group Experience March 2014 - Present
Job Regional DirectorPrincipal Funds
Industry Financial Services
Experience
Principal Financial Group March 2014 - Present
Northern Trust Global Investments September 2011 - March 2014
Piper Jaffray May 2010 - July 2011
Columbia Management October 2007 - May 2010
Merrill Lynch/ Morgan Stanley team June 2006 - September 2007
Skills
Series 7, Series 66, series 31, ETFs, Mutual Funds, Fixed Income Trading, Fixed Income Products, Asset Management, Bloomberg Terminal, Alternative Investments, Consultative Selling, Structured Products, Salesforce.com, Bonds, Asset Allocation, Investment Strategies, Capital Markets, Fixed Income, Financial Advisory, Finance, Series 63, Selling, Uniform Combined State..., FINRA
Education
St. Peter's College 2002 — 2006
business management, concentration finance and economics
Principal Financial Group March 2014 - Present
Northern Trust Global Investments September 2011 - March 2014
Piper Jaffray May 2010 - July 2011
Columbia Management October 2007 - May 2010
Merrill Lynch/ Morgan Stanley team June 2006 - September 2007
Skills
Series 7, Series 66, series 31, ETFs, Mutual Funds, Fixed Income Trading, Fixed Income Products, Asset Management, Bloomberg Terminal, Alternative Investments, Consultative Selling, Structured Products, Salesforce.com, Bonds, Asset Allocation, Investment Strategies, Capital Markets, Fixed Income, Financial Advisory, Finance, Series 63, Selling, Uniform Combined State..., FINRA
Education
St. Peter's College 2002 — 2006
business management, concentration finance and economics
Tony Palermo's Principal Financial Group Experience April 1988 - Present
Job Financial Advisor/Registered Representitive at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group April 1988 - Present
Skills
Retirement Planning, Life Insurance, 401k, Disability Insurance, Insurance, Estate Planning, Strategic Financial..., Employee Benefits, Investment Strategies, Personal Finance, Investments, Retirement, Fixed Annuities, IRAs, Finance, Wealth Management, Investment Advisory, Small Business, Mutual Funds, Asset Allocation, Asset Managment, Portfolio Management, Health Insurance Advisor, 529 Plans, College Funding..., Executive Benefit...
Education
San Diego State University-California State University 1972 — 1975
BA, Economics
Lynbrook High School 1967 — 1970
Principal Financial Group April 1988 - Present
Skills
Retirement Planning, Life Insurance, 401k, Disability Insurance, Insurance, Estate Planning, Strategic Financial..., Employee Benefits, Investment Strategies, Personal Finance, Investments, Retirement, Fixed Annuities, IRAs, Finance, Wealth Management, Investment Advisory, Small Business, Mutual Funds, Asset Allocation, Asset Managment, Portfolio Management, Health Insurance Advisor, 529 Plans, College Funding..., Executive Benefit...
Education
San Diego State University-California State University 1972 — 1975
BA, Economics
Lynbrook High School 1967 — 1970
Raquel Medina's Principal Financial Group Experience 2006 - 2008
Job Regional Sales Manager at SuccessFactors
Industry Financial Services
Experience
SuccessFactors April 2012 - Present
Automatic Data Processing (ADP) 2011 - April 2012
Oracle 2010 - 2011
American United Life Insurance Company 2008 - 2010
Principal Financial Group 2006 - 2008
Automatic Data Processing (ADP) 2003 - 2005
Automatic Data Processing (ADP) 2000 - 2003
Automatic Data Processing (ADP) 1998 - 2000
Skills
Sales Management, Time Management, Attendance Management, Human Resources, ADP Payroll, Financial Services, Alliance Building, Cold Calling, Sales Presentations, VARs, Strategic Planning, Channel Marketing, Operations Management, Implementing Processes, Customer Relations, 401k, Account Management, CRM, Cloud Computing, Management
Education
University of Phoenix 2010 — 2012
Bachelor of Science, Business Management, 3.9
Santa Clara University
General Education
SuccessFactors April 2012 - Present
Automatic Data Processing (ADP) 2011 - April 2012
Oracle 2010 - 2011
American United Life Insurance Company 2008 - 2010
Principal Financial Group 2006 - 2008
Automatic Data Processing (ADP) 2003 - 2005
Automatic Data Processing (ADP) 2000 - 2003
Automatic Data Processing (ADP) 1998 - 2000
Skills
Sales Management, Time Management, Attendance Management, Human Resources, ADP Payroll, Financial Services, Alliance Building, Cold Calling, Sales Presentations, VARs, Strategic Planning, Channel Marketing, Operations Management, Implementing Processes, Customer Relations, 401k, Account Management, CRM, Cloud Computing, Management
Education
University of Phoenix 2010 — 2012
Bachelor of Science, Business Management, 3.9
Santa Clara University
General Education
Anthony LaMarca's Principal Financial Group Experience January 2001 - December 2008
Job Retirement Account Consultant at Walsh Insurance Group
Industry Financial Services
Experience
Walsh Insurance Group Sr. Relationship Manager- Retirement & Investor ServicesRetiredJanuary 2001 - December 2008
Principal Financial Group January 2001 - December 2008
Skills
Mutual Funds, Retirement Planning, Series 63, 401k, Series 7, Series 6, Retirement Participant..., Client Relationship...
Education
Saint Bonaventure University 1968 — 1971
Bachelor of Business Administration, Business Administration and Management, General
Walsh Insurance Group Sr. Relationship Manager- Retirement & Investor ServicesRetiredJanuary 2001 - December 2008
Principal Financial Group January 2001 - December 2008
Skills
Mutual Funds, Retirement Planning, Series 63, 401k, Series 7, Series 6, Retirement Participant..., Client Relationship...
Education
Saint Bonaventure University 1968 — 1971
Bachelor of Business Administration, Business Administration and Management, General
John Funke's Principal Financial Group Experience 1997 - 2011
Job Enterprise Data Warehouse SME, Developer, Tech Lead
Industry Information Technology and Services
Experience
Athene 2013 - Present
Aviva USA 2011 - 2013
Principal Financial Group 1997 - 2011
PACE Health Management Systems 1993 - 1997
Graceland College 1989 - 1993
Skills
Teradata Certified..., Unix Shell Scripting, Unix Operating Systems, Linux, Oracle SQL, SQL, SQL*Plus, C, COBOL, Data Warehousing, Data Modeling, Database Design, Informatica, FLMI, Erwin, SDLC, Teradata, Business Objects, ETL, .NET
Education
San Francisco State University 1982 — 1989
Computer Science
University of California, Berkeley 1976 — 1978
AB, English
Athene 2013 - Present
Aviva USA 2011 - 2013
Principal Financial Group 1997 - 2011
PACE Health Management Systems 1993 - 1997
Graceland College 1989 - 1993
Skills
Teradata Certified..., Unix Shell Scripting, Unix Operating Systems, Linux, Oracle SQL, SQL, SQL*Plus, C, COBOL, Data Warehousing, Data Modeling, Database Design, Informatica, FLMI, Erwin, SDLC, Teradata, Business Objects, ETL, .NET
Education
San Francisco State University 1982 — 1989
Computer Science
University of California, Berkeley 1976 — 1978
AB, English
Amanda Hickman's Principal Financial Group Experience November 2006 - July 2012
Job at
Industry Civil Engineering
Experience
McLaren Engineering Group May 2013 - Present
American General Life and Accident July 2012 - May 2013
Principal Financial Group November 2006 - July 2012
Hughes Supply May 1996 - April 2004
Florida Army National May 1999 - September 2003
Skills
New Business Development, Management, Customer Service, Sales, Recruiting, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Event Planning, Marketing, Finance, Leadership, Outlook, Accounting, Social Media, Time Management, Interviews
Education
Seminole Community College 2010 — 2014
Business Admin
McLaren Engineering Group May 2013 - Present
American General Life and Accident July 2012 - May 2013
Principal Financial Group November 2006 - July 2012
Hughes Supply May 1996 - April 2004
Florida Army National May 1999 - September 2003
Skills
New Business Development, Management, Customer Service, Sales, Recruiting, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Event Planning, Marketing, Finance, Leadership, Outlook, Accounting, Social Media, Time Management, Interviews
Education
Seminole Community College 2010 — 2014
Business Admin
Josh Potvin's Principal Financial Group Experience February 2006 - Present
Job Director of Sales at Principal Financial Group
Industry Insurance
Experience
Principal Financial Group February 2006 - Present
Merck August 2004 - February 2006
Principal Financial Group October 2001 - August 2004
Hartford Life February 1997 - October 2001
Skills
Sales, Disability Insurance, Insurance, Contract Negotiation, Life Insurance, Employee Benefits, Term Life Insurance, Health Insurance, Customer Service, Underwriting, 401k, Managed Care, Benefits Administration, Account Management, Long-term Care, Brokers, Retirement, Patience, Retirement Planning, Remaining calm in a..., Fixed Annuities, Cultural Diversity, Property & Casualty..., Friendly Personality
Education
Seton Hall University 1992 — 1996
BS, Business Administration
Principal Financial Group February 2006 - Present
Merck August 2004 - February 2006
Principal Financial Group October 2001 - August 2004
Hartford Life February 1997 - October 2001
Skills
Sales, Disability Insurance, Insurance, Contract Negotiation, Life Insurance, Employee Benefits, Term Life Insurance, Health Insurance, Customer Service, Underwriting, 401k, Managed Care, Benefits Administration, Account Management, Long-term Care, Brokers, Retirement, Patience, Retirement Planning, Remaining calm in a..., Fixed Annuities, Cultural Diversity, Property & Casualty..., Friendly Personality
Education
Seton Hall University 1992 — 1996
BS, Business Administration
Rich Peraud's Principal Financial Group Experience March 1993 - January 1995
Job Assistant Professor at Saint Louis Community College at Meramec
Industry Higher Education
Experience
SLCC at Meramec January 2004 - Present
SLCC at Meramec June 2010 - December 2011
St. Joseph Institute for the Deaf August 2001 - August 2003
Congregation of the Mission, Midwest Province January 1995 - August 2001
Principal Financial Group March 1993 - January 1995
Skills
Higher Education, University Teaching, College Teaching, Student Affairs, Teaching, Curriculum Design, Curriculum Development, Student Development, Instructional Design, Faculty Development
Education
Iowa State University 1989 — 1991
M.A., English
Saint Louis University 1985 — 1989
B.A., English
Saint Louis University
PhD Coursework, Rhetoric and Composition
SLCC at Meramec January 2004 - Present
SLCC at Meramec June 2010 - December 2011
St. Joseph Institute for the Deaf August 2001 - August 2003
Congregation of the Mission, Midwest Province January 1995 - August 2001
Principal Financial Group March 1993 - January 1995
Skills
Higher Education, University Teaching, College Teaching, Student Affairs, Teaching, Curriculum Design, Curriculum Development, Student Development, Instructional Design, Faculty Development
Education
Iowa State University 1989 — 1991
M.A., English
Saint Louis University 1985 — 1989
B.A., English
Saint Louis University
PhD Coursework, Rhetoric and Composition
Jaron Burkhart's Principal Financial Group Experience March 2005 - May 2009
Job Strategic Workforce Planning Analyst at General Dynamics Information Technology
Industry Financial Services
Experience
General Dynamics Information Technology September 2013 - Present
American Credit Foundation July 2009 - September 2013
Principal Financial Group March 2005 - May 2009
Teleperformance, USA June 2004 - January 2005
Sears Logistics Services, Inc. September 2003 - June 2004
Canteen Service Co. 2003 - 2003
Skills
Retail, Financial Services, Training, Customer Service, Insurance, Employee Benefits, Time Management, Underwriting, Health Insurance, Call Centers, Process Improvement, Microsoft Office, Microsoft Excel, Microsoft Word, Team Leadership
Education
Salt Lake Community College
Mechanical Engineering
Jordan High School
General Dynamics Information Technology September 2013 - Present
American Credit Foundation July 2009 - September 2013
Principal Financial Group March 2005 - May 2009
Teleperformance, USA June 2004 - January 2005
Sears Logistics Services, Inc. September 2003 - June 2004
Canteen Service Co. 2003 - 2003
Skills
Retail, Financial Services, Training, Customer Service, Insurance, Employee Benefits, Time Management, Underwriting, Health Insurance, Call Centers, Process Improvement, Microsoft Office, Microsoft Excel, Microsoft Word, Team Leadership
Education
Salt Lake Community College
Mechanical Engineering
Jordan High School
Peter Adamakis's Principal Financial Group Experience June 2008 - Present
Job Financial Services Representative at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group June 2008 - Present
Education
San Francisco State University, College of Business
BA, Finance & Accounting
Principal Financial Group June 2008 - Present
Education
San Francisco State University, College of Business
BA, Finance & Accounting
Gregory Bender's Principal Financial Group Experience April 2008 - June 2011
Job Regional Vice President at Piedmont Capital Distributors, LLC
Industry Financial Services
Experience
Piedmont Capital Distributors, LLC April 2015 - Present
Geneva Investment ManagementPiedmont March 2013 - March 2015
America First Capital Management November 2011 - April 2012
Principal Financial Group April 2008 - June 2011
First American Funds May 2006 - April 2008
Hartman Management June 2005 - April 2006
Prudential Financial 1996 - 2005
Skills
Series 7, Series 63, CIMA, Mutual Funds, Annuity Sales, Separately Managed..., ETFs, UIT, REIT, Series 65, Series 6, Wealth Management, Retirement Planning, Investment Management, 401k, Uniform Combined State..., Series 24, Investment Advisory, Retirement, Variable Annuities
Education
Rutgers University-New Brunswick 1986 — 1994
bachelors of arts, Economics
Piedmont Capital Distributors, LLC April 2015 - Present
Geneva Investment ManagementPiedmont March 2013 - March 2015
America First Capital Management November 2011 - April 2012
Principal Financial Group April 2008 - June 2011
First American Funds May 2006 - April 2008
Hartman Management June 2005 - April 2006
Prudential Financial 1996 - 2005
Skills
Series 7, Series 63, CIMA, Mutual Funds, Annuity Sales, Separately Managed..., ETFs, UIT, REIT, Series 65, Series 6, Wealth Management, Retirement Planning, Investment Management, 401k, Uniform Combined State..., Series 24, Investment Advisory, Retirement, Variable Annuities
Education
Rutgers University-New Brunswick 1986 — 1994
bachelors of arts, Economics
Paula Pierce's Principal Financial Group Experience November 2004 - Present
Job Sr New Business Case Coordinator at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group November 2004 - Present
Skills
Employee Benefits, Public Speaking, Leadership, Training, Insurance, Microsoft Office, Management, Financial Services
Education
Rutgers University-New Brunswick
BA, Economics & Spanish
Principal Financial Group November 2004 - Present
Skills
Employee Benefits, Public Speaking, Leadership, Training, Insurance, Microsoft Office, Management, Financial Services
Education
Rutgers University-New Brunswick
BA, Economics & Spanish
Nicholas DeVore's Principal Financial Group Experience May 2013 - December 2014
Job Financial Advisor at LPL Financial
Industry Financial Services
Experience
LPL Financial December 2014 - Present
Principal Financial Group May 2013 - December 2014
FirstMerit Bank September 2012 - May 2013
Merrill Lynch May 2011 - August 2012
RJ O'Brien & Associates, LLC July 2008 - May 2011
PFGBEST December 2007 - July 2008
American General Life and Accident Insurance Company April 2007 - November 2007
Skills
Disability Income..., Asset Allocation, Estate Planning, Executive Benefit..., Financial Needs Analysis, Wealth Accumulation, Tax-Deferred Savings, Survivor Income, Long-Term Care Insurance, Key Person Insurance, Deferred Compensation..., Buy-sell Agreements, Business Continuation..., IRAs (Traditional &..., Informal Business..., Investments, Finance
Education
Slippery Rock University of Pennsylvania 2004 — 2006
BSBA, Marketing
Shippensburg University of Pennsylvania 2002 — 2004
Bachelor of Business Administration (BBA), Marketing
LPL Financial December 2014 - Present
Principal Financial Group May 2013 - December 2014
FirstMerit Bank September 2012 - May 2013
Merrill Lynch May 2011 - August 2012
RJ O'Brien & Associates, LLC July 2008 - May 2011
PFGBEST December 2007 - July 2008
American General Life and Accident Insurance Company April 2007 - November 2007
Skills
Disability Income..., Asset Allocation, Estate Planning, Executive Benefit..., Financial Needs Analysis, Wealth Accumulation, Tax-Deferred Savings, Survivor Income, Long-Term Care Insurance, Key Person Insurance, Deferred Compensation..., Buy-sell Agreements, Business Continuation..., IRAs (Traditional &..., Informal Business..., Investments, Finance
Education
Slippery Rock University of Pennsylvania 2004 — 2006
BSBA, Marketing
Shippensburg University of Pennsylvania 2002 — 2004
Bachelor of Business Administration (BBA), Marketing
Nancy Avola Pitts's Principal Financial Group Experience April 2004 - April 2008
Job at Bank of America Merrill Lynch
Industry Investment Management
Experience
Bank of America Merrill Lynch June 2010 - Present
Rampart Investment Management June 2008 - October 2009
Principal Financial Group April 2004 - April 2008
Penn Mutual Life Insurance (CFG) July 2002 - April 2004
Genuity November 2000 - July 2002
American Express November 1998 - November 2000
Abacus Travel September 1995 - November 1998
Fidelity Investments November 1993 - September 1995
Delta Air Lines November 1983 - November 1993
Education
Salem State University 1979 — 1983
Bachelor of Science, Business Management
Bank of America Merrill Lynch June 2010 - Present
Rampart Investment Management June 2008 - October 2009
Principal Financial Group April 2004 - April 2008
Penn Mutual Life Insurance (CFG) July 2002 - April 2004
Genuity November 2000 - July 2002
American Express November 1998 - November 2000
Abacus Travel September 1995 - November 1998
Fidelity Investments November 1993 - September 1995
Delta Air Lines November 1983 - November 1993
Education
Salem State University 1979 — 1983
Bachelor of Science, Business Management
Dale Headrick's Principal Financial Group Experience November 2000 - November 2009
Job Operations Efficiency Leader
Industry Insurance
Experience
Principal Financial Group November 2000 - November 2009
The Printer Inc. January 2000 - November 2000
Chromium Graphics March 1999 - January 2000
LBS/Corporate Image March 1997 - March 1999
RR Donnelley January 1976 - March 1997
Education
Simpson College
Business Management
Principal Financial Group November 2000 - November 2009
The Printer Inc. January 2000 - November 2000
Chromium Graphics March 1999 - January 2000
LBS/Corporate Image March 1997 - March 1999
RR Donnelley January 1976 - March 1997
Education
Simpson College
Business Management
Brandon Prior's Principal Financial Group Experience 2013 - Present
Job Princor Registered Representative, Financial Services Representative at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group 2013 - Present
Boeing October 2004 - August 2011
Seattle Mariners September 2000 - October 2004
Skills
Series 6 & 63..., Financial Needs Analysis, Estate Planning, Wealth Accumulation, 401 (k), 403 (b), SEP &..., Mutual Funds, IRAs (Traditional &..., Annuities (Variable &..., College Funding..., Whole Life Insurance, Universal Life Insurance, Term Life Insurance, Disability Income..., Supplemental Retirement..., Asset Allocation, Business Continuation..., Buy-Sell Agreements, Buy- Sell Review, Deferred Compensation..., Executive Benefits..., Income Protection, Informal Business..., Key Person Insurance, Survivor Income
Education
Seattle Pacific University - School of Business and Economics 2000 — 2004
Bachelor of Arts (B.A.)
Mount Si High School
Principal Financial Group 2013 - Present
Boeing October 2004 - August 2011
Seattle Mariners September 2000 - October 2004
Skills
Series 6 & 63..., Financial Needs Analysis, Estate Planning, Wealth Accumulation, 401 (k), 403 (b), SEP &..., Mutual Funds, IRAs (Traditional &..., Annuities (Variable &..., College Funding..., Whole Life Insurance, Universal Life Insurance, Term Life Insurance, Disability Income..., Supplemental Retirement..., Asset Allocation, Business Continuation..., Buy-Sell Agreements, Buy- Sell Review, Deferred Compensation..., Executive Benefits..., Income Protection, Informal Business..., Key Person Insurance, Survivor Income
Education
Seattle Pacific University - School of Business and Economics 2000 — 2004
Bachelor of Arts (B.A.)
Mount Si High School
Mike Palczuk's Principal Financial Group Experience June 2014 - Present
Job Sr. Financial Rep., Princor Registered Rep., Investment Adviser Rep. at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group June 2014 - Present
Carolina Capital Management May 2009 - June 2014
AXA Advisors 2000 - 2009
AXA Advisors September 2004 - April 2008
Skills
Investments, Insurance, Estate Planning, Securities, Employee Benefits, Finance, Retirement, Life Insurance, Leadership, Sales, Risk Management, Fixed Annuities, Management, Strategic Financial..., Mutual Funds, Disability Insurance, Marketing, Business Development, Long-term Care, Reitement Funding..., Salary Continuation, Special Needs Trusts, Asset Allocation, Executive Benefits..., Split Dollar Plans, Business Continuation..., Financial Needs Analysis, Supplemental Retirement, Business Overhead..., Income Protection, Survivor Income, Buy-Sell Agreements, Informal Business..., Tax-Deferred Savings, Buy-Sell Review, IRAs (Traditional and..., Term Life Insurance, Charitable Giving, Key Person Insurance, Universal Life Insurance, College Funding..., Wellness Programs, Deferred Compensation..., Wealth Accumulation, 401k, 403b, SEP IRA, Simple IRA, Financial Advisory
Education
Rutgers, The State University of New Jersey-New Brunswick 1974 — 1979
Bachelor of Science (B.S.), Zoology/Animal Biology
Principal Financial Group June 2014 - Present
Carolina Capital Management May 2009 - June 2014
AXA Advisors 2000 - 2009
AXA Advisors September 2004 - April 2008
Skills
Investments, Insurance, Estate Planning, Securities, Employee Benefits, Finance, Retirement, Life Insurance, Leadership, Sales, Risk Management, Fixed Annuities, Management, Strategic Financial..., Mutual Funds, Disability Insurance, Marketing, Business Development, Long-term Care, Reitement Funding..., Salary Continuation, Special Needs Trusts, Asset Allocation, Executive Benefits..., Split Dollar Plans, Business Continuation..., Financial Needs Analysis, Supplemental Retirement, Business Overhead..., Income Protection, Survivor Income, Buy-Sell Agreements, Informal Business..., Tax-Deferred Savings, Buy-Sell Review, IRAs (Traditional and..., Term Life Insurance, Charitable Giving, Key Person Insurance, Universal Life Insurance, College Funding..., Wellness Programs, Deferred Compensation..., Wealth Accumulation, 401k, 403b, SEP IRA, Simple IRA, Financial Advisory
Education
Rutgers, The State University of New Jersey-New Brunswick 1974 — 1979
Bachelor of Science (B.S.), Zoology/Animal Biology
Cheri Lesko's Principal Financial Group Experience March 1983 - Present
Job Relationship Manager at Principal Financial Group
Industry Insurance
Experience
Principal Financial Group March 1983 - Present
Skills
Public Speaking, Employer Retirement..., Retirement, Insurance, 401k, Risk Management, Small Business, Retirement Planning, Health Insurance, Life Insurance, Team Building, Employee Benefits, Management
Education
St. Francis University 1997 — 2002
MS, Human Resources / Industrial Relations
Shippensburg University of Pennsylvania 1976 — 1981
BS, Criminal Justice
Principal Financial Group March 1983 - Present
Skills
Public Speaking, Employer Retirement..., Retirement, Insurance, 401k, Risk Management, Small Business, Retirement Planning, Health Insurance, Life Insurance, Team Building, Employee Benefits, Management
Education
St. Francis University 1997 — 2002
MS, Human Resources / Industrial Relations
Shippensburg University of Pennsylvania 1976 — 1981
BS, Criminal Justice
Tim Regilio's Principal Financial Group Experience 2004 - 2006
Job Territory Manager at Beazley
Industry Insurance
Experience
Beazley June 2015 - Present
AIG January 2013 - May 2015
AIG January 2012 - July 2013
Chartis May 2010 - December 2011
Chartis June 2006 - May 2010
Principal Financial Group 2004 - 2006
Principal Financial Group 2003 - 2004
Skills
Sales, Brokers, Insurance, Professional Liability, Property & Casualty..., Underwriting, Employee Benefits, New Business Development, Casualty, Sales Operations
Education
Saint Anselm College 1994 — 1997
BA, History
Saint Anselm College 1994 — 1997
Bachelor of Arts (B.A.), History
Beazley June 2015 - Present
AIG January 2013 - May 2015
AIG January 2012 - July 2013
Chartis May 2010 - December 2011
Chartis June 2006 - May 2010
Principal Financial Group 2004 - 2006
Principal Financial Group 2003 - 2004
Skills
Sales, Brokers, Insurance, Professional Liability, Property & Casualty..., Underwriting, Employee Benefits, New Business Development, Casualty, Sales Operations
Education
Saint Anselm College 1994 — 1997
BA, History
Saint Anselm College 1994 — 1997
Bachelor of Arts (B.A.), History
Christopher M. Bryan's Principal Financial Group Experience March 2004 - May 2005
Job CEO, Managing Partner
Industry Investment Management
Experience
Union Benefits Group June 2008 - Present
Principal Financial Group March 2004 - May 2005
National Life Group December 2001 - February 2004
Skills
Retirement Income..., Great People Skills, Seeing The Big Picture, Comprehensive Wealth..., Macroeconomics, Presenter, Group Presentations, Board Presentations, Presentation Development, ETFs, Income Generation, Financial Modeling, Alternative Investments, Investment Advisory, Contract Negotiation, Business Planning, Employee Benefits, Group Benefits, Retirement Planning, Management
Education
The American College 2011 — 2013
CFP, Institutional Investment Management, estate tax laws and more...
Rutgers University 1997 — 2001
Bachelor of Arts, Economics and Labor Relations
Ridley High School 1993 — 1997
Union Benefits Group June 2008 - Present
Principal Financial Group March 2004 - May 2005
National Life Group December 2001 - February 2004
Skills
Retirement Income..., Great People Skills, Seeing The Big Picture, Comprehensive Wealth..., Macroeconomics, Presenter, Group Presentations, Board Presentations, Presentation Development, ETFs, Income Generation, Financial Modeling, Alternative Investments, Investment Advisory, Contract Negotiation, Business Planning, Employee Benefits, Group Benefits, Retirement Planning, Management
Education
The American College 2011 — 2013
CFP, Institutional Investment Management, estate tax laws and more...
Rutgers University 1997 — 2001
Bachelor of Arts, Economics and Labor Relations
Ridley High School 1993 — 1997
Bill Whittington's Principal Financial Group Experience May 2011 - September 2012
Job Regional Sales Director at Empower Retirement
Industry Financial Services
Experience
Empower Retirement September 2012 - Present
Principal Financial Group May 2011 - September 2012
American Funds September 2005 - May 2011
First Union/ Wachovia Bank February 1998 - September 2005
Education
Shepherd University 1993 — 1997
BA-Communications; Political Science
Empower Retirement September 2012 - Present
Principal Financial Group May 2011 - September 2012
American Funds September 2005 - May 2011
First Union/ Wachovia Bank February 1998 - September 2005
Education
Shepherd University 1993 — 1997
BA-Communications; Political Science
Karla Pergande's Principal Financial Group Experience 2003 - August 2006
Job Institutional Client Services at Dimensional Fund Advisors
Industry Investment Management
Experience
Dimensional Fund Advisors August 2006 - Present
Principal Financial Group 2003 - August 2006
USI Insurance Services 2000 - 2003
Education
Sarah Lawrence College
BA
Dimensional Fund Advisors August 2006 - Present
Principal Financial Group 2003 - August 2006
USI Insurance Services 2000 - 2003
Education
Sarah Lawrence College
BA
Sandra Munger's Principal Financial Group Experience August 1987 - September 1997
Job Director at Canyon Area Library
Industry Libraries
Experience
Canyon Area Library April 2001 - Present
Big Horn County Library May 1998 - March 2001
Principal Financial Group August 1987 - September 1997
Skills
Collection Development, Library Management, Accounting, Library, Cataloging, Nonprofits, Public Speaking, Social Media, Budgets, Library Science, Public Libraries, Teaching, Editing, Library Instruction, Information Literacy, Management, Research, Archives, Serials Management, Library Programming, General Reference, Copy Cataloging, Young Adult Services, LCSH, Young People, School Library Media, SIRSI, Bibliographic..., CONTENTdm, Librarians, Authority Control, Intellectual Freedom, Integrated Library..., Virtual Reference, Circulation, Electronic Resources, Special Libraries, Academic Libraries, LibGuides, Online Databases, Library Databases, OCLC Connexion, Serials, Reader's Advisory, Business Reference, Collection Maintenance, Library Advocacy
Education
Sacramento City College 1982 — 1984
None, Miscellaneous
Texas Woman's University 1970 — 1974
MLS, Library Science
Canyon Area Library April 2001 - Present
Big Horn County Library May 1998 - March 2001
Principal Financial Group August 1987 - September 1997
Skills
Collection Development, Library Management, Accounting, Library, Cataloging, Nonprofits, Public Speaking, Social Media, Budgets, Library Science, Public Libraries, Teaching, Editing, Library Instruction, Information Literacy, Management, Research, Archives, Serials Management, Library Programming, General Reference, Copy Cataloging, Young Adult Services, LCSH, Young People, School Library Media, SIRSI, Bibliographic..., CONTENTdm, Librarians, Authority Control, Intellectual Freedom, Integrated Library..., Virtual Reference, Circulation, Electronic Resources, Special Libraries, Academic Libraries, LibGuides, Online Databases, Library Databases, OCLC Connexion, Serials, Reader's Advisory, Business Reference, Collection Maintenance, Library Advocacy
Education
Sacramento City College 1982 — 1984
None, Miscellaneous
Texas Woman's University 1970 — 1974
MLS, Library Science
Aruna Sandireddy's Principal Financial Group Experience September 2007 - June 2009
Job Business System Analyst at Wellsfargo home mortgage
Industry Financial Services
Experience
Wellsfargo home mortgage September 2013 - Present
Wellsfargo home mortgage September 2013 - Present
Green Tree Servicing November 2012 - January 2013
Wells Fargo Home Mortgage July 2009 - November 2012
Principal Financial Group September 2007 - June 2009
Fannie Mae April 2006 - July 2007
Citi April 2005 - March 2006
PWC Technology Services, Inc October 2004 - April 2005
Vodafone 2003 - 2004
Next 2002 - 2003
Skills
Business Objects, Data Warehousing, Data Modeling, Business Analysis, Technical Documentation, SDLC, PL/SQL, Requirements Analysis, Visio, User Acceptance Testing, Agile Methodologies, Microsoft SQL Server, Quality Center, Databases, UML, Agile Project Management
Education
Sheffield Hallam University 2002 — 2003
Master of Science (MS)
GITAM 1996 — 2000
Bachelor of Technology (BTech)
Wellsfargo home mortgage September 2013 - Present
Wellsfargo home mortgage September 2013 - Present
Green Tree Servicing November 2012 - January 2013
Wells Fargo Home Mortgage July 2009 - November 2012
Principal Financial Group September 2007 - June 2009
Fannie Mae April 2006 - July 2007
Citi April 2005 - March 2006
PWC Technology Services, Inc October 2004 - April 2005
Vodafone 2003 - 2004
Next 2002 - 2003
Skills
Business Objects, Data Warehousing, Data Modeling, Business Analysis, Technical Documentation, SDLC, PL/SQL, Requirements Analysis, Visio, User Acceptance Testing, Agile Methodologies, Microsoft SQL Server, Quality Center, Databases, UML, Agile Project Management
Education
Sheffield Hallam University 2002 — 2003
Master of Science (MS)
GITAM 1996 — 2000
Bachelor of Technology (BTech)
Chad Whitney's Principal Financial Group Experience April 2003 - April 2011
Job Disability Adjuster at Workers Compensation Fund
Industry Insurance
Experience
Workers Compensation Fund December 2012 - Present
Sedgwick CMS April 2011 - December 2012
Principal Financial Group April 2003 - April 2011
Starwood Hotels & Resorts Worldwide, Inc. October 1998 - October 2001
KmartSporting Goods December 1995 - October 1998
Skills
Microsoft Office, Excel, Outlook, Internet Explorer, Data Entry, 45 WPM, Claim
Education
Olympus High School High School
Salt Lake Community College
Workers Compensation Fund December 2012 - Present
Sedgwick CMS April 2011 - December 2012
Principal Financial Group April 2003 - April 2011
Starwood Hotels & Resorts Worldwide, Inc. October 1998 - October 2001
KmartSporting Goods December 1995 - October 1998
Skills
Microsoft Office, Excel, Outlook, Internet Explorer, Data Entry, 45 WPM, Claim
Education
Olympus High School High School
Salt Lake Community College
Melissa Castro-Ebner's Principal Financial Group Experience October 2007 - August 2009
Job Account Manager at Guardian Life
Industry Insurance
Experience
Guardian Life August 2013 - Present
Reliance Standard August 2011 - July 2013
Lincoln Insurance Services August 2009 - May 2011
Principal Financial Group October 2007 - August 2009
Skills
Insurance, Disability Insurance, Health Insurance, Employee Benefits, Life Insurance, Underwriting, Term Life Insurance, Account Management, Brokers, Long-term Care, Sales, New Business Development
Education
San Diego State University-California State University
San Francisco State University
Bachelor of Arts (B.A.)
Guardian Life August 2013 - Present
Reliance Standard August 2011 - July 2013
Lincoln Insurance Services August 2009 - May 2011
Principal Financial Group October 2007 - August 2009
Skills
Insurance, Disability Insurance, Health Insurance, Employee Benefits, Life Insurance, Underwriting, Term Life Insurance, Account Management, Brokers, Long-term Care, Sales, New Business Development
Education
San Diego State University-California State University
San Francisco State University
Bachelor of Arts (B.A.)
Alison Peters's Principal Financial Group Experience November 2010 - November 2012
Job Ancillary Senior Broker Sales Executive at BenefitMall
Industry Insurance
Experience
BenefitMall November 2012 - Present
Principal Financial Group November 2010 - November 2012
The Guardian Life Insurance Company of America March 2002 - November 2010
Skills
Disability Insurance, Life Insurance, Insurance, Term Life Insurance, Health Insurance, Sales, Employee Benefits, Brokers, Customer Service, Selling, Strategic Planning, Claim, Sales Presentations, Healthcare, Dentistry, Retirement, Critical Illness, Small Business, Accident, Underwriting, Whole Life, Universal Life, Long Term Care Insurance, Voluntary Employee..., Managed Care, Group Insurance, Medicare, Customer Retention, Benefits Administration, General Insurance
Education
Rutgers, The State University of New Jersey-New Brunswick 1993 — 1998
Bachelor of Arts (B.A.)
BenefitMall November 2012 - Present
Principal Financial Group November 2010 - November 2012
The Guardian Life Insurance Company of America March 2002 - November 2010
Skills
Disability Insurance, Life Insurance, Insurance, Term Life Insurance, Health Insurance, Sales, Employee Benefits, Brokers, Customer Service, Selling, Strategic Planning, Claim, Sales Presentations, Healthcare, Dentistry, Retirement, Critical Illness, Small Business, Accident, Underwriting, Whole Life, Universal Life, Long Term Care Insurance, Voluntary Employee..., Managed Care, Group Insurance, Medicare, Customer Retention, Benefits Administration, General Insurance
Education
Rutgers, The State University of New Jersey-New Brunswick 1993 — 1998
Bachelor of Arts (B.A.)
Anna McDaniels's Principal Financial Group Experience 1995 - 1995
Job
Industry Banking
Experience
Demand Media July 2010 - July 2011
APL Federal Credit Union September 1999 - February 2009
The Columbia Bank January 1996 - September 1999
Principal Financial Group 1995 - 1995
Skills
Channel Partners, Enterprise Software, Product Management, Mortgage Lending, Lending Solutions, Banking, Security, Sales Management, Sales, Loans, Negotiation, Market Analysis, B2B, Funding, Investment Properties, Customer Service
Education
Maryland Real Estate Commission
Maryland Real Estate License, Real Estate
Shepherd University
UMBC
B.A., Political Science and Government
Demand Media July 2010 - July 2011
APL Federal Credit Union September 1999 - February 2009
The Columbia Bank January 1996 - September 1999
Principal Financial Group 1995 - 1995
Skills
Channel Partners, Enterprise Software, Product Management, Mortgage Lending, Lending Solutions, Banking, Security, Sales Management, Sales, Loans, Negotiation, Market Analysis, B2B, Funding, Investment Properties, Customer Service
Education
Maryland Real Estate Commission
Maryland Real Estate License, Real Estate
Shepherd University
UMBC
B.A., Political Science and Government
Brock Poulsen's Principal Financial Group Experience September 2008 - October 2012
Job Experienced with Configuration in the Insurance Industry
Industry Insurance
Experience
PlanSource May 2015 - Present
PlanSource October 2012 - May 2015
Principal Financial Group September 2008 - October 2012
Skills
Microsoft Office, Microsoft Excel, Customer Service, Social Media, Process Improvement, Microsoft Word, Project Management, Account Management, Data Analysis
Education
Salt Lake Community College 2009 — 2014
In Process, Business
PlanSource May 2015 - Present
PlanSource October 2012 - May 2015
Principal Financial Group September 2008 - October 2012
Skills
Microsoft Office, Microsoft Excel, Customer Service, Social Media, Process Improvement, Microsoft Word, Project Management, Account Management, Data Analysis
Education
Salt Lake Community College 2009 — 2014
In Process, Business
The Principal Financial Group
BTG Pactual
HuaTai Securities Co.,Ltd.
Guosen Securities
PFG
Principal Financial
Principle
Fubon Financial Holdings