Principal Financial Group
Industry: Financial investment management company
DescriptionThe Principal Financial Group is a global financial investment management and insurance company headquartered in Des Moines, Iowa. Headquarters: Des Moines, Iowa, United States CEO: Daniel Joseph Houston (18 Aug 2015–) Assets under management: 692.4 billion USD (2017) Subsidiaries: Principal Securities, Inc.,
Principal Financial Group List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Principal Financial Group. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Principal Financial Group Employees
Employee
Years
Job
Industry
Laura Buscher Laura Buscher's Principal Financial Group Experience September 2014 - Present
Job Employee Benefits Specialist
Industry Insurance
Experience
Principal Financial Group September 2014 - Present
LegalShield, Independent Associate January 2014 - September 2014
Delta Dental of North Carolina February 2012 - October 2013
MobilexUSA August 2007 - October 2010
P&A Group August 2002 - May 2006
Cameron M. Harris April 1999 - July 2002
Marsh, Inc January 1998 - March 1999
Prudential Healthcare January 1990 - January 1998
CIGNA 1988 - 1990
Skills
Enthusiastic, Good Listener, Good Communicator, Health Insurance
Education
University of Mount Olive 2011 — 2013
Business Administration, HealthCare Management
Deerfield Beach High School 1986 — 1987
Broward College
NC Wesleyan College - 2005 - 2005 Wake Tech Community College
Principal Financial Group September 2014 - Present
LegalShield, Independent Associate January 2014 - September 2014
Delta Dental of North Carolina February 2012 - October 2013
MobilexUSA August 2007 - October 2010
P&A Group August 2002 - May 2006
Cameron M. Harris April 1999 - July 2002
Marsh, Inc January 1998 - March 1999
Prudential Healthcare January 1990 - January 1998
CIGNA 1988 - 1990
Skills
Enthusiastic, Good Listener, Good Communicator, Health Insurance
Education
University of Mount Olive 2011 — 2013
Business Administration, HealthCare Management
Deerfield Beach High School 1986 — 1987
Broward College
NC Wesleyan College - 2005 - 2005 Wake Tech Community College
Paul Backhaus Paul Backhaus's Principal Financial Group Experience August 2007 - December 2008
Job MRO Supply Specialist * Hard To Find Product Resource * Food Grade Lubricant Specialist * Custom EPS Foam Packaging
Industry Business Supplies and Equipment
Experience
Source Mountain Supply, LLC. March 2012 - Present
Mayville Insurance Agency/One America Securities January 2009 - March 2012
Principal Financial Group August 2007 - December 2008
Mr. Ice Company May 2006 - July 2007
Specialty Ice Company Inc January 1995 - May 2006
Skills
Sales, Time Management, Customer Service, Accounts Payable, Accounts Receivable, Pricing, Health Insurance, Small Business, Manufacturing, Account Management, Sales Management, 401k, Marketing, Fixed Annuities, Strategic Planning, Payroll, Cold Calling, Team Building, Food Grade Lubricants, MRO Supply Specialist, Creative Resourcing, Application Packaging, Hard to Find Products, Creative Problem Solving, Inventory Management
Education
American College 2010 — 2012
Classes towards LUTCF, Financial Planning and Services, Pass
Bryant and Stratton College 2006 — 2007
Moraine Park Technical College 1995 — 1996
Mayville High 1991 — 1995
Source Mountain Supply, LLC. March 2012 - Present
Mayville Insurance Agency/One America Securities January 2009 - March 2012
Principal Financial Group August 2007 - December 2008
Mr. Ice Company May 2006 - July 2007
Specialty Ice Company Inc January 1995 - May 2006
Skills
Sales, Time Management, Customer Service, Accounts Payable, Accounts Receivable, Pricing, Health Insurance, Small Business, Manufacturing, Account Management, Sales Management, 401k, Marketing, Fixed Annuities, Strategic Planning, Payroll, Cold Calling, Team Building, Food Grade Lubricants, MRO Supply Specialist, Creative Resourcing, Application Packaging, Hard to Find Products, Creative Problem Solving, Inventory Management
Education
American College 2010 — 2012
Classes towards LUTCF, Financial Planning and Services, Pass
Bryant and Stratton College 2006 — 2007
Moraine Park Technical College 1995 — 1996
Mayville High 1991 — 1995
Shannon Atkinson Shannon Atkinson's Principal Financial Group Experience October 2009 - April 2011
Job Medical Claims Adjuster at University of Utah Hospitals and Clinics
Industry Hospital & Health Care
Experience
University of Utah Health Plans April 2011 - Present
Principal Financial Group October 2009 - April 2011
Principal Financial Group October 2006 - October 2009
Sandy Regional Health Center October 2004 - October 2006
Target Corporation September 2000 - October 2004
Skills
Medical Terminology, Health Insurance, HIPAA, Insurance, 10 Key, Data Entry, Customer Service, Outlook, Healthcare, Microsoft Excel, Microsoft Word, PowerPoint, Time Management, Medical Billing, Employee Benefits, Call Centers, Medicare, Medicaid, Claim, CPT, Process Improvement, Nursing, Policy
Education
Salt Lake Community College 2002 — 2016
Salt Lake Community College 2003 — 2012
Nursing
Brigham Young University - Idaho 2003 — 2003
Elementary Education
West Jordan High School
High School Diploma
Brigham Young University
IdahoElementary Education
University of Utah Health Plans April 2011 - Present
Principal Financial Group October 2009 - April 2011
Principal Financial Group October 2006 - October 2009
Sandy Regional Health Center October 2004 - October 2006
Target Corporation September 2000 - October 2004
Skills
Medical Terminology, Health Insurance, HIPAA, Insurance, 10 Key, Data Entry, Customer Service, Outlook, Healthcare, Microsoft Excel, Microsoft Word, PowerPoint, Time Management, Medical Billing, Employee Benefits, Call Centers, Medicare, Medicaid, Claim, CPT, Process Improvement, Nursing, Policy
Education
Salt Lake Community College 2002 — 2016
Salt Lake Community College 2003 — 2012
Nursing
Brigham Young University - Idaho 2003 — 2003
Elementary Education
West Jordan High School
High School Diploma
Brigham Young University
IdahoElementary Education
Anne McKibben Anne McKibben's Principal Financial Group Experience May 1998 - July 2002
Job VP Commercial Lending, Market Leader at Union State Bank
Industry Financial Services
Experience
Union State Bank October 2014 - Present
Greater Iowa Credit Union July 2013 - May 2014
Liberty Bank June 2011 - July 2013
Bankers Trust Company August 2002 - January 2011
Principal Financial Group May 1998 - July 2002
Brenton Bank 1997 - 1998
Skills
Loans, Portfolio Management, Small Business Lending, Commercial Lending, Underwriting, Real Estate, Insurance, Credit, Leadership, Credit Analysis, Negotiation, Relationship Management, Cash Management, Management, Commercial Banking, Risk Management, Private Banking, Mortgage Lending, Consumer Lending, Commercial Mortgages, Loan Origination, Banking, Retail Banking, Cross Selling, Small Business, Lines Of Credit, Mortgage Banking, Refinance, Sales, Analysis, Finance, SBA, CRM, Commercial Real Estate, Credit Risk, Financial Analysis, Business Development
Education
Buena Vista University 1989 — 1996
Finance
Marshalltown Senior High School
Union State Bank October 2014 - Present
Greater Iowa Credit Union July 2013 - May 2014
Liberty Bank June 2011 - July 2013
Bankers Trust Company August 2002 - January 2011
Principal Financial Group May 1998 - July 2002
Brenton Bank 1997 - 1998
Skills
Loans, Portfolio Management, Small Business Lending, Commercial Lending, Underwriting, Real Estate, Insurance, Credit, Leadership, Credit Analysis, Negotiation, Relationship Management, Cash Management, Management, Commercial Banking, Risk Management, Private Banking, Mortgage Lending, Consumer Lending, Commercial Mortgages, Loan Origination, Banking, Retail Banking, Cross Selling, Small Business, Lines Of Credit, Mortgage Banking, Refinance, Sales, Analysis, Finance, SBA, CRM, Commercial Real Estate, Credit Risk, Financial Analysis, Business Development
Education
Buena Vista University 1989 — 1996
Finance
Marshalltown Senior High School
J. David Harper Jr., ChFC J. David Harper Jr., ChFC's Principal Financial Group Experience 1978 - 2000
Job President & CEO at Legacy Advisory Partners
Industry Financial Services
Experience
Legacy Advisory Partners January 2011 - Present
Retirement Capital Group, SE January 2004 - December 2010
ERI Advisors, LLC March 2000 - January 2004
Principal Financial Group 1978 - 2000
Skills
FINRA, Series 7, Seires 63, Series 65, ERISA, Chfc, Life & Health Insurance..., Variable Life, Nonqualifed Plan..., Investment Advisory, Supplemental Executive..., Qualifed Plan..., Investments, New Business Development, Business Strategy, Mergers, Strategic Planning, Employee Benefits, Financial Services, Mergers & Acquisitions, ChFC, Finance, Insurance, Financial Advisory, Leadership, Management, Retirement, Team Building
Education
Davidson College 1971 — 1975
Bachelor of Arts (B.A.), English
Bryn Mawr College
Furman University
English (M.A. program)
Georgia State University
Teacher's Certificate
Legacy Advisory Partners January 2011 - Present
Retirement Capital Group, SE January 2004 - December 2010
ERI Advisors, LLC March 2000 - January 2004
Principal Financial Group 1978 - 2000
Skills
FINRA, Series 7, Seires 63, Series 65, ERISA, Chfc, Life & Health Insurance..., Variable Life, Nonqualifed Plan..., Investment Advisory, Supplemental Executive..., Qualifed Plan..., Investments, New Business Development, Business Strategy, Mergers, Strategic Planning, Employee Benefits, Financial Services, Mergers & Acquisitions, ChFC, Finance, Insurance, Financial Advisory, Leadership, Management, Retirement, Team Building
Education
Davidson College 1971 — 1975
Bachelor of Arts (B.A.), English
Bryn Mawr College
Furman University
English (M.A. program)
Georgia State University
Teacher's Certificate
Jesse Manning Jesse Manning's Principal Financial Group Experience September 2012 - September 2013
Job Human Resource Generalist at XL Specialized Trailers
Industry Transportation/Trucking/Railroad
Experience
XL Specialized Trailers September 2013 - Present
Army National Guard January 2010 - Present
Independence Fire Department August 2014 - Present
Principal Financial Group September 2012 - September 2013
Skills
Human Resources, Employee Training, Employee Benefits, Personnel Management, Payroll, Recruiting, Program Management, Policy, Military Experience, Military Training, Military Operations, Leadership, Leadership Development, Conflict Resolution, Organizational..., Team Building, Force Protection, Operations Management, Firefighting, Fire Safety
Education
Briar Cliff University 2007 — 2011
Bachelor's degree, Psychology
Briar Cliff University 2007 — 2011
Associate's degree, Business Administration and Management, General
XL Specialized Trailers September 2013 - Present
Army National Guard January 2010 - Present
Independence Fire Department August 2014 - Present
Principal Financial Group September 2012 - September 2013
Skills
Human Resources, Employee Training, Employee Benefits, Personnel Management, Payroll, Recruiting, Program Management, Policy, Military Experience, Military Training, Military Operations, Leadership, Leadership Development, Conflict Resolution, Organizational..., Team Building, Force Protection, Operations Management, Firefighting, Fire Safety
Education
Briar Cliff University 2007 — 2011
Bachelor's degree, Psychology
Briar Cliff University 2007 — 2011
Associate's degree, Business Administration and Management, General
Rhanda Starr Rhanda Starr's Principal Financial Group Experience October 2001 - December 2004
Job Crew Support at JetBlue Airways
Industry Airlines/Aviation
Experience
EMH Transportation February 2014 - Present
JetBlue Airways December 2007 - February 2014
C. A. Starr Trucking January 2004 - March 2011
Principal Financial Group October 2001 - December 2004
Skills
Airlines, Flights, Aircraft, Travel Management, Business Travel, Ticketing, Maintenance & Repair, Transportation, Travel Planning, Tourism, Commercial Aviation, Airports
Education
Weber State University 1990 — 1994
Social Work and Psychiatry
BYU-Idaho 1986 — 1987
General Studies
San Jacinto College 1982 — 1983
Vocal Performance and Piano
EMH Transportation February 2014 - Present
JetBlue Airways December 2007 - February 2014
C. A. Starr Trucking January 2004 - March 2011
Principal Financial Group October 2001 - December 2004
Skills
Airlines, Flights, Aircraft, Travel Management, Business Travel, Ticketing, Maintenance & Repair, Transportation, Travel Planning, Tourism, Commercial Aviation, Airports
Education
Weber State University 1990 — 1994
Social Work and Psychiatry
BYU-Idaho 1986 — 1987
General Studies
San Jacinto College 1982 — 1983
Vocal Performance and Piano
Vicky Johnson CFP® Vicky Johnson CFP®'s Principal Financial Group Experience March 2006 - Present
Job Senior Financial Representative, Financial Advisor
Industry Financial Services
Experience
Principal Financial Group March 2006 - Present
Skills
Life Insurance, 401k, Retirement Planning, Asset Allocation, Variable Annuities, Investments, Series 7, Mutual Funds, Investment Advisory, Estate Conservation, ESOP, Survivor Income, Income Protection, Informal Business..., IRAs, Business Continuation..., Buy-sell Agreements, Deferred Compensation..., Disability Income..., Executive Benefits..., Financial Needs Analysis, Supplemental Retirement..., Tax Deferred Savings, Key Person Insurance, Wealth Accumulation
Education
Brigham Young University
Principal Financial Group March 2006 - Present
Skills
Life Insurance, 401k, Retirement Planning, Asset Allocation, Variable Annuities, Investments, Series 7, Mutual Funds, Investment Advisory, Estate Conservation, ESOP, Survivor Income, Income Protection, Informal Business..., IRAs, Business Continuation..., Buy-sell Agreements, Deferred Compensation..., Disability Income..., Executive Benefits..., Financial Needs Analysis, Supplemental Retirement..., Tax Deferred Savings, Key Person Insurance, Wealth Accumulation
Education
Brigham Young University
Eric Byers, CDIA+ Eric Byers, CDIA+'s Principal Financial Group Experience 1994 - 1996
Job Ricoh Ambulatory Rep for the state of UT
Industry Business Supplies and Equipment
Experience
Ricoh Americas Corporation November 2012 - Present
Straube Associates Rocky Mountain Inc February 2012 - November 2012
Ricoh Americas Corporation June 2010 - February 2012
Flying J Insurance Services September 1998 - December 2009
Principal Financial Group 1994 - 1996
Skills
New Business Development, Account Management, Customer Service, Cold Calling, Pricing, Contract Negotiation, Insurance, Team Leadership, Sales Management, Solution Selling, Information Technology, Product Management, Marketing, Strategy, Selling, Sales Process, Convincing People, Sales Presentations, Sales
Education
Weber State University 2000 — 2000
MCSE, Microsoft Certified Systems Engineer courses
Brigham Young University—J. Reuben Clark Law School 1989 — 1990
None, Law
Brigham Young University 1986 — 1989
BA, International Relations, Music
Brigham Young University - Idaho
Associate's degree, Music Performance, General
Ricoh Americas Corporation November 2012 - Present
Straube Associates Rocky Mountain Inc February 2012 - November 2012
Ricoh Americas Corporation June 2010 - February 2012
Flying J Insurance Services September 1998 - December 2009
Principal Financial Group 1994 - 1996
Skills
New Business Development, Account Management, Customer Service, Cold Calling, Pricing, Contract Negotiation, Insurance, Team Leadership, Sales Management, Solution Selling, Information Technology, Product Management, Marketing, Strategy, Selling, Sales Process, Convincing People, Sales Presentations, Sales
Education
Weber State University 2000 — 2000
MCSE, Microsoft Certified Systems Engineer courses
Brigham Young University—J. Reuben Clark Law School 1989 — 1990
None, Law
Brigham Young University 1986 — 1989
BA, International Relations, Music
Brigham Young University - Idaho
Associate's degree, Music Performance, General
Kyle Pieper, MBA CRPC®'s Principal Financial Group Experience February 2012 - March 2013
Job Investment Consultant at Scottrade
Industry Financial Services
Experience
Scottrade April 2015 - Present
Brokers Financial Services, LLC March 2013 - February 2015
Principal Financial Group February 2012 - March 2013
Ameriprise Financial Services, Inc. August 2009 - February 2012
MetLife Financial Services October 2008 - July 2009
Golf facilities in Iowa and Minnesota April 2003 - September 2008
Skills
Retirement, Investments, Retirement Planning, Variable Annuities, Mutual Funds, Securities, ETFs, Financial Advisory, IRAs, 401k Rollovers, Fixed Annuities, Life Insurance, Brokerage, Series 7, Series 66, Strategic Financial..., Insurance, Uniform Combined State..., Golf Clubs, Golf Instruction, Disability Insurance, 401k, Financial Planning
Education
Iowa State University - College of Business 2012 — 2015
Master's Degree, Finance
Iowa State University - College of Business 2001 — 2003
BS, Business Management
Buena Vista University 1999 — 2001
Scottrade April 2015 - Present
Brokers Financial Services, LLC March 2013 - February 2015
Principal Financial Group February 2012 - March 2013
Ameriprise Financial Services, Inc. August 2009 - February 2012
MetLife Financial Services October 2008 - July 2009
Golf facilities in Iowa and Minnesota April 2003 - September 2008
Skills
Retirement, Investments, Retirement Planning, Variable Annuities, Mutual Funds, Securities, ETFs, Financial Advisory, IRAs, 401k Rollovers, Fixed Annuities, Life Insurance, Brokerage, Series 7, Series 66, Strategic Financial..., Insurance, Uniform Combined State..., Golf Clubs, Golf Instruction, Disability Insurance, 401k, Financial Planning
Education
Iowa State University - College of Business 2012 — 2015
Master's Degree, Finance
Iowa State University - College of Business 2001 — 2003
BS, Business Management
Buena Vista University 1999 — 2001
Howard L. Ebo Howard L. Ebo's Principal Financial Group Experience November 2010 - October 2012
Job Managing Partner at Commonwealth of Atlanta LLC
Industry Financial Services
Experience
Commonwealth of Atlanta LLC December 2014 - Present
Commonwealth of Atlanta December 2012 - December 2014
Principal Financial Group November 2010 - October 2012
AXA Advisors June 2009 - November 2010
Ebo Holdings LLC May 2004 - November 2009
Cox Radio July 2003 - June 2004
Clear Channel Radio October 2002 - June 2003
Skills
Investments, Insurance, Risk Management, Retirement Planning, Budgets, Financial Services, 401k, Wealth, Management, Sales, Retirement, Advertising, New Business Development, Series 7, Strategic Financial..., Mutual Funds, Marketing Strategy, Digital Media, Business Development, Marketing
Education
Bryant & Stratton College 1981 — 1983
Assoc, Marketing
Medaille College 1976 — 1981
BA, Media Communications
Commonwealth of Atlanta LLC December 2014 - Present
Commonwealth of Atlanta December 2012 - December 2014
Principal Financial Group November 2010 - October 2012
AXA Advisors June 2009 - November 2010
Ebo Holdings LLC May 2004 - November 2009
Cox Radio July 2003 - June 2004
Clear Channel Radio October 2002 - June 2003
Skills
Investments, Insurance, Risk Management, Retirement Planning, Budgets, Financial Services, 401k, Wealth, Management, Sales, Retirement, Advertising, New Business Development, Series 7, Strategic Financial..., Mutual Funds, Marketing Strategy, Digital Media, Business Development, Marketing
Education
Bryant & Stratton College 1981 — 1983
Assoc, Marketing
Medaille College 1976 — 1981
BA, Media Communications
Jenny Yordy Jenny Yordy's Principal Financial Group Experience February 2007 - November 2007
Job IT Project Manager – Consultant to Emerson Electric at Envision
Industry Information Technology and Services
Experience
Envision November 2007 - Present
Principal Financial Group February 2007 - November 2007
QCI Technical Staffing November 2006 - February 2007
Emerson Electric January 2002 - January 2006
Emerson Electric December 1996 - January 2002
Engineering Animation, Inc. 1995 - 1996
Skills
PIX, TCP/IP, Checkpoint, SharePoint, Clarity, Switches, Routers, ITIL, Cisco IOS, Remote Access, Security, Primavera, Firewalls, VPN, DNS, WAN, Routing, CEH, Cisco IP Telephony..., Cross-functional Team..., Network Infrastructure..., Network Security, Network Engineering, Wireless Networking, Cisco VoIP, Project Planning, Project Management, Data Center, Program Management, Business Analysis, Networking, Team Leadership, Vendor Management, Information Technology, Management, Process Improvement
Education
Buena Vista University 1995 — 1997
BA
Iowa State University - College of Business 1993 — 1995
Marshalltown High School
Marshalltown High School
Envision November 2007 - Present
Principal Financial Group February 2007 - November 2007
QCI Technical Staffing November 2006 - February 2007
Emerson Electric January 2002 - January 2006
Emerson Electric December 1996 - January 2002
Engineering Animation, Inc. 1995 - 1996
Skills
PIX, TCP/IP, Checkpoint, SharePoint, Clarity, Switches, Routers, ITIL, Cisco IOS, Remote Access, Security, Primavera, Firewalls, VPN, DNS, WAN, Routing, CEH, Cisco IP Telephony..., Cross-functional Team..., Network Infrastructure..., Network Security, Network Engineering, Wireless Networking, Cisco VoIP, Project Planning, Project Management, Data Center, Program Management, Business Analysis, Networking, Team Leadership, Vendor Management, Information Technology, Management, Process Improvement
Education
Buena Vista University 1995 — 1997
BA
Iowa State University - College of Business 1993 — 1995
Marshalltown High School
Marshalltown High School
Brian Slater Brian Slater's Principal Financial Group Experience 2006 - March 2009
Job Director Infrastructure Services
Industry Financial Services
Experience
ACT February 2015 - Present
Athene Holdings October 2013 - Present
Aviva Life Insurance Company November 2012 - Present
Aviva 2009 - November 2012
AvivaUSA 2009 - November 2012
Principal Financial Group 2006 - March 2009
Principal Financial Group 2002 - 2006
Principal Financial Group May 1993 - 2002
CE Software, Inc December 1990 - May 1993
Skills
Enterprise Architecture, IT Strategy, SOA, Business Architecture, SDLC, Management, Team Leadership, Technology, Architecture, Technical Architecture, Technical Leadership, Business Analysis, Enterprise Software, IT Management, Strategy, Requirements Analysis, Disaster Recovery, Application Architecture, Vendor Management, TOGAF, Leadership, Business Requirements, Strategic Planning, Business Strategy, Infrastructure, ITIL, Databases, Software Development, Data Warehousing, Agile Methodologies, Business Intelligence, DB2, Governance, Architectures, Data Modeling, Solution Architecture, Systems Analysis
Education
Buena Vista University 1986 — 1990
BS, Computer Science/Mathematics
Guthrie Center High School 1982 — 1986
ACT February 2015 - Present
Athene Holdings October 2013 - Present
Aviva Life Insurance Company November 2012 - Present
Aviva 2009 - November 2012
AvivaUSA 2009 - November 2012
Principal Financial Group 2006 - March 2009
Principal Financial Group 2002 - 2006
Principal Financial Group May 1993 - 2002
CE Software, Inc December 1990 - May 1993
Skills
Enterprise Architecture, IT Strategy, SOA, Business Architecture, SDLC, Management, Team Leadership, Technology, Architecture, Technical Architecture, Technical Leadership, Business Analysis, Enterprise Software, IT Management, Strategy, Requirements Analysis, Disaster Recovery, Application Architecture, Vendor Management, TOGAF, Leadership, Business Requirements, Strategic Planning, Business Strategy, Infrastructure, ITIL, Databases, Software Development, Data Warehousing, Agile Methodologies, Business Intelligence, DB2, Governance, Architectures, Data Modeling, Solution Architecture, Systems Analysis
Education
Buena Vista University 1986 — 1990
BS, Computer Science/Mathematics
Guthrie Center High School 1982 — 1986
Aaron C. Burbach's Principal Financial Group Experience June 2006 - August 2006
Job Software Engineer at Meta Payment Systems
Industry Information Technology and Services
Experience
Meta Payment Systems October 2013 - Present
Chenega Logistics, LLC April 2013 - October 2013
Meta Payment Systems May 2007 - March 2013
Principal Financial Group June 2006 - August 2006
Skills
C#, Visual Studio, XML, JavaScript, SQL, HTML, Web Development, ASP.NET, Problem Solving, Microsoft Office, T-SQL, Documentation, Application Development, jQuery, SQL Server, Software Development, TFS, SSIS, Programming, .NET, Software Documentation, Microsoft SQL Server, Visio, VB.NET, ASP, ASP.NET MVC
Education
Briar Cliff University 2003 — 2007
Bachelor of Arts, Computer Science, Business Administration
Meta Payment Systems October 2013 - Present
Chenega Logistics, LLC April 2013 - October 2013
Meta Payment Systems May 2007 - March 2013
Principal Financial Group June 2006 - August 2006
Skills
C#, Visual Studio, XML, JavaScript, SQL, HTML, Web Development, ASP.NET, Problem Solving, Microsoft Office, T-SQL, Documentation, Application Development, jQuery, SQL Server, Software Development, TFS, SSIS, Programming, .NET, Software Documentation, Microsoft SQL Server, Visio, VB.NET, ASP, ASP.NET MVC
Education
Briar Cliff University 2003 — 2007
Bachelor of Arts, Computer Science, Business Administration
Abby Donald Abby Donald's Principal Financial Group Experience January 2005 - June 2012
Job 512 grade Social Studies Teacher
Industry Education Management
Experience
Northwood-Kensett CSD January 2014 - May 2014
Principal Financial Group January 2005 - June 2012
Principal Financial Group January 2007 - January 2012
Principal Financial Group July 2005 - January 2007
UNIVERSITY OF MINNESOTA MEDICAL SCHOOL January 2004 - January 2005
COLORADO SPRINGS IMAGING January 2002 - January 2004
COMMUNITY FIRST NATIONAL BANK January 2000 - January 2002
Skills
Insurance, Data Entry, Outlook, Medicare, Customer Service, Benefits Administration, Excel, PeopleSoft, Live Meeting, Teleconferencing, Multi Tasking, Change Management, Self-starter, Exceptionally well..., Fast Learner, innovative, PowerPoint, OneNote, Microsoft Word, Adobe Professional, HP Service Manager, SharePoint, Microsoft Excel, Software Documentation
Education
Buena Vista University 2012 — 2014
Teaching Licensure, Secondary Education and Teaching
Northwood-Kensett CSD January 2014 - May 2014
Principal Financial Group January 2005 - June 2012
Principal Financial Group January 2007 - January 2012
Principal Financial Group July 2005 - January 2007
UNIVERSITY OF MINNESOTA MEDICAL SCHOOL January 2004 - January 2005
COLORADO SPRINGS IMAGING January 2002 - January 2004
COMMUNITY FIRST NATIONAL BANK January 2000 - January 2002
Skills
Insurance, Data Entry, Outlook, Medicare, Customer Service, Benefits Administration, Excel, PeopleSoft, Live Meeting, Teleconferencing, Multi Tasking, Change Management, Self-starter, Exceptionally well..., Fast Learner, innovative, PowerPoint, OneNote, Microsoft Word, Adobe Professional, HP Service Manager, SharePoint, Microsoft Excel, Software Documentation
Education
Buena Vista University 2012 — 2014
Teaching Licensure, Secondary Education and Teaching
MARLENE CANTU's Principal Financial Group Experience July 2004 - Present
Job Producer Associate at Principal Financial Group
Industry Investment Management
Experience
Principal Financial Group July 2004 - Present
Tulare County Health and Human Services February 1999 - March 2002
Skills
Life Insurance, Insurance, Fixed Annuities, Disability Insurance
Education
Brandman University, Part of the Chapman University System 2012 — 2015
Master's degree, Counseling Psychology in process
University of Phoenix 2001 — 2003
Bachelor of Science, Business Management
College of the Sequoias
Associates of Science, Business
Principal Financial Group July 2004 - Present
Tulare County Health and Human Services February 1999 - March 2002
Skills
Life Insurance, Insurance, Fixed Annuities, Disability Insurance
Education
Brandman University, Part of the Chapman University System 2012 — 2015
Master's degree, Counseling Psychology in process
University of Phoenix 2001 — 2003
Bachelor of Science, Business Management
College of the Sequoias
Associates of Science, Business
Janet Oleary's Principal Financial Group Experience January 2012 - Present
Job Director of Business Development
Industry Financial Services
Experience
Principal Financial Group January 2012 - Present
Oppenheimer Funds 2005 - January 2012
Principal Financial Group May 2000 - August 2004
Equiserve (First Chicago Trust) March 1999 - May 2000
Principal Financial Group June 1997 - March 1999
Skills
401k, Mutual Funds, Investments, Retirement Planning, Asset Allocation, Retirement, Financial Services, Non-Qualified Deferred..., 403 b, Defined Contribution, Defined Benefit, Series 7, Series 63
Education
Bucknell University 1993 — 1997
BA, Political Science/Sociology
Valley View High School
Principal Financial Group January 2012 - Present
Oppenheimer Funds 2005 - January 2012
Principal Financial Group May 2000 - August 2004
Equiserve (First Chicago Trust) March 1999 - May 2000
Principal Financial Group June 1997 - March 1999
Skills
401k, Mutual Funds, Investments, Retirement Planning, Asset Allocation, Retirement, Financial Services, Non-Qualified Deferred..., 403 b, Defined Contribution, Defined Benefit, Series 7, Series 63
Education
Bucknell University 1993 — 1997
BA, Political Science/Sociology
Valley View High School
Jeff Simes Jeff Simes's Principal Financial Group Experience August 2004 - March 2008
Job Regional Vice President, CUNA Mutual Retirement Solutions
Industry Financial Services
Experience
CUNA Mutual Retirement Solutions November 2013 - Present
MassMutual Financial Group January 2013 - October 2013
The Hartford March 2008 - December 2012
Principal Financial Group August 2004 - March 2008
Fidelity Investments December 1995 - August 2004
Putnam Investments November 1992 - December 1995
Skills
Retirement Plan..., Profit Sharing, Defined Contribution, ERISA, FINRA
Education
Bryant University 2003 — 2005
MBA
University of Massachusetts Boston 1989 — 1990
BA, Economics
University of Massachusetts, Amherst 1984 — 1988
BA, Economics
Acton Boxboro Regional High School 1980 — 1984
High School Diploma
CUNA Mutual Retirement Solutions November 2013 - Present
MassMutual Financial Group January 2013 - October 2013
The Hartford March 2008 - December 2012
Principal Financial Group August 2004 - March 2008
Fidelity Investments December 1995 - August 2004
Putnam Investments November 1992 - December 1995
Skills
Retirement Plan..., Profit Sharing, Defined Contribution, ERISA, FINRA
Education
Bryant University 2003 — 2005
MBA
University of Massachusetts Boston 1989 — 1990
BA, Economics
University of Massachusetts, Amherst 1984 — 1988
BA, Economics
Acton Boxboro Regional High School 1980 — 1984
High School Diploma
Kale Halder's Principal Financial Group Experience May 2005 - Present
Job IT System Analyst II at Principal Financial Group
Industry Information Services
Experience
Principal Financial Group May 2005 - Present
Principal Financial Group May 2006 - August 2006
Skills
AIX Administration, Veritas Cluster Server, Veritas Volume Manager, Active Directory, Microsoft Office, Foglight, IBM Tivoli, VMware ESX, Oracle Enterprise Linux, Linux System..., Unix, Security, Servers, Management, System Administration, VMware, Networking, Leadership, Process Improvement, Troubleshooting, SharePoint, Visio
Education
Buena Vista University 2003 — 2007
Bachelor of Science, Computer Science, Business Administration
Buena Vista University
Bachelor of Applied Science (B.A.Sc.), Computer Science
Principal Financial Group May 2005 - Present
Principal Financial Group May 2006 - August 2006
Skills
AIX Administration, Veritas Cluster Server, Veritas Volume Manager, Active Directory, Microsoft Office, Foglight, IBM Tivoli, VMware ESX, Oracle Enterprise Linux, Linux System..., Unix, Security, Servers, Management, System Administration, VMware, Networking, Leadership, Process Improvement, Troubleshooting, SharePoint, Visio
Education
Buena Vista University 2003 — 2007
Bachelor of Science, Computer Science, Business Administration
Buena Vista University
Bachelor of Applied Science (B.A.Sc.), Computer Science
Drew Van Meeteren, MBA Drew Van Meeteren, MBA's Principal Financial Group Experience February 2007 - February 2012
Job Director Product Management, Third Party Lending at CoreLogic
Industry Financial Services
Experience
CoreLogic October 2013 - Present
Carlisle & Gallagher Consulting Group March 2012 - October 2013
Principal Financial Group February 2007 - February 2012
CC Pace January 2006 - January 2007
Indymac Bank July 2004 - December 2005
Principal Financial Group June 1991 - June 2004
Skills
Process Improvement, Change Management, Strategic Planning, Risk Management, Operations Management, Project Management, Team Leadership, Start-ups, Financial Analysis, Consulting, Relationship Management, IT Strategy, Business Analysis, Program Management, Customer Satisfaction, Critical Thinking, Strategic Thinking, Project Portfolio..., Strategy Development, Procurement, Strategic Sourcing, Training & Development, Cost Control, Turnarounds, P&L Accountability, Budgeting, Market Analysis, Product Marketing, Business Architecture, Software Development, Quality Control, Deployments & Migrations, Web Design, B2B eCommerce, Internet Marketing, Branding, Policy Deployment, Decisive, Results Driven, Increasing Profitability, Operational Efficiency, Highly Analytical, Attention To Detail, Problem Solving, Ethics, Articulate, MBA, Innovative Problem..., Product Management, Operational Execution
Education
Drake University 1995 — 1998
Masters, Business Administration
Buena Vista University 1987 — 1991
Bachelor, Finance and Banking
CoreLogic October 2013 - Present
Carlisle & Gallagher Consulting Group March 2012 - October 2013
Principal Financial Group February 2007 - February 2012
CC Pace January 2006 - January 2007
Indymac Bank July 2004 - December 2005
Principal Financial Group June 1991 - June 2004
Skills
Process Improvement, Change Management, Strategic Planning, Risk Management, Operations Management, Project Management, Team Leadership, Start-ups, Financial Analysis, Consulting, Relationship Management, IT Strategy, Business Analysis, Program Management, Customer Satisfaction, Critical Thinking, Strategic Thinking, Project Portfolio..., Strategy Development, Procurement, Strategic Sourcing, Training & Development, Cost Control, Turnarounds, P&L Accountability, Budgeting, Market Analysis, Product Marketing, Business Architecture, Software Development, Quality Control, Deployments & Migrations, Web Design, B2B eCommerce, Internet Marketing, Branding, Policy Deployment, Decisive, Results Driven, Increasing Profitability, Operational Efficiency, Highly Analytical, Attention To Detail, Problem Solving, Ethics, Articulate, MBA, Innovative Problem..., Product Management, Operational Execution
Education
Drake University 1995 — 1998
Masters, Business Administration
Buena Vista University 1987 — 1991
Bachelor, Finance and Banking
Scott Schlappi, CEBS AIFA Scott Schlappi, CEBS AIFA's Principal Financial Group Experience 1986 - March 2009
Job President, WealthPlan Advisors
Industry Investment Management
Experience
WealthPlan Advisors 2009 - Present
Principal Financial Group 1986 - March 2009
Skills
Retirement Planning, 401k, Investments, Retirement, Asset Allocation, Investment Advisory, Mutual Funds, Employee Benefits, Small Business, Entrepreneurship, Strategic Financial..., Retirement Plan..., Process Improvement, Finance, Insurance
Education
Brigham Young University 1982 — 1986
Finance
Orem High 1978 — 1980
WealthPlan Advisors 2009 - Present
Principal Financial Group 1986 - March 2009
Skills
Retirement Planning, 401k, Investments, Retirement, Asset Allocation, Investment Advisory, Mutual Funds, Employee Benefits, Small Business, Entrepreneurship, Strategic Financial..., Retirement Plan..., Process Improvement, Finance, Insurance
Education
Brigham Young University 1982 — 1986
Finance
Orem High 1978 — 1980
Amanda Malugin Amanda Malugin's Principal Financial Group Experience May 2012 - Present
Job NonMedical Sales Specialist at Principal Financial Group
Industry Insurance
Experience
Principal Financial Group May 2012 - Present
MetLife October 2008 - August 2012
ING Nederland February 2007 - September 2008
Unum December 2005 - February 2007
Unum February 2005 - December 2005
Johnson Insurance September 2004 - February 2005
EXPRESS August 2003 - August 2004
Skills
Property & Casualty..., Insurance, Disability Insurance, Individual Disbility..., Underwriting, Data Entry, Training, Management, Sales, Business Planning, Customer Service, Sales Management, Office Management, Customer Retention, Employee Benefits, Small Business, Account Management, Brokers
Education
Brenau University 1997 — 2001
Bachelor of Fine Arts (B.F.A.), Fine and Studio Arts Management
Santa Fe High School
Principal Financial Group May 2012 - Present
MetLife October 2008 - August 2012
ING Nederland February 2007 - September 2008
Unum December 2005 - February 2007
Unum February 2005 - December 2005
Johnson Insurance September 2004 - February 2005
EXPRESS August 2003 - August 2004
Skills
Property & Casualty..., Insurance, Disability Insurance, Individual Disbility..., Underwriting, Data Entry, Training, Management, Sales, Business Planning, Customer Service, Sales Management, Office Management, Customer Retention, Employee Benefits, Small Business, Account Management, Brokers
Education
Brenau University 1997 — 2001
Bachelor of Fine Arts (B.F.A.), Fine and Studio Arts Management
Santa Fe High School
Sasha Rivas Sasha Rivas's Principal Financial Group Experience July 2011 - Present
Job Administrative Assistant (Private Staff) at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group July 2011 - Present
Skills
Administrative..., Outlook, Travel Arrangements, Spreadsheets, Insurance, Microsoft Excel, Data Entry, Employee Benefits, Customer Service, Microsoft Office, Microsoft Word
Education
Broward Community College 2010 — 2013
Associate of Arts (A.A.), Business Administration and Management, General
Principal Financial Group July 2011 - Present
Skills
Administrative..., Outlook, Travel Arrangements, Spreadsheets, Insurance, Microsoft Excel, Data Entry, Employee Benefits, Customer Service, Microsoft Office, Microsoft Word
Education
Broward Community College 2010 — 2013
Associate of Arts (A.A.), Business Administration and Management, General
Bruce Hulke Bruce Hulke's Principal Financial Group Experience August 1993 - October 2000
Job PMP Certified Program Mgr.
Industry Information Technology and Services
Experience
SDI (System Development.Integration, LLC) June 2013 - Present
Electronic Transaction Consultants December 2011 - May 2013
McDonald's Corporation through Make Corporation May 2011 - December 2011
Millward Brown January 2010 - May 2011
Cardinal Health November 2009 - January 2010
ADP June 2003 - January 2009
Deutsche Asset Management October 2000 - June 2003
Principal Financial Group August 1993 - October 2000
Boone County Data Processing April 1993 - July 1993
Casey's General Stores Inc. May 1992 - March 1993
Skills
Quality Assurance, Business Analysis, Data Analysis, Vendor Management, Project Planning, Project Management, Business Intelligence, Visio, Software Project..., Software Development, PMP, Change Management, Process Improvement, Software Documentation, SDLC, CRM, Disaster Recovery, Leadership, SaaS, Testing, Data Warehousing, Management, Business Process, Requirements Gathering, PMO, Agile Project Management, Security, Business Process..., Requirements Analysis, SharePoint, IT Strategy, Integration, IT Management, Project Portfolio..., Program Management, Information Technology, ITIL, MS Project, Resource Management, ERP, Enterprise Architecture, Systems Analysis, Outsourcing, Project Delivery, Databases, IT Service Management, Cross-functional Team..., Business Requirements, PL/SQL, Agile Methodologies
Education
Buena Vista University 1989 — 1992
BS
Indian Hills Community College 1989 — 1992
AA
SDI (System Development.Integration, LLC) June 2013 - Present
Electronic Transaction Consultants December 2011 - May 2013
McDonald's Corporation through Make Corporation May 2011 - December 2011
Millward Brown January 2010 - May 2011
Cardinal Health November 2009 - January 2010
ADP June 2003 - January 2009
Deutsche Asset Management October 2000 - June 2003
Principal Financial Group August 1993 - October 2000
Boone County Data Processing April 1993 - July 1993
Casey's General Stores Inc. May 1992 - March 1993
Skills
Quality Assurance, Business Analysis, Data Analysis, Vendor Management, Project Planning, Project Management, Business Intelligence, Visio, Software Project..., Software Development, PMP, Change Management, Process Improvement, Software Documentation, SDLC, CRM, Disaster Recovery, Leadership, SaaS, Testing, Data Warehousing, Management, Business Process, Requirements Gathering, PMO, Agile Project Management, Security, Business Process..., Requirements Analysis, SharePoint, IT Strategy, Integration, IT Management, Project Portfolio..., Program Management, Information Technology, ITIL, MS Project, Resource Management, ERP, Enterprise Architecture, Systems Analysis, Outsourcing, Project Delivery, Databases, IT Service Management, Cross-functional Team..., Business Requirements, PL/SQL, Agile Methodologies
Education
Buena Vista University 1989 — 1992
BS
Indian Hills Community College 1989 — 1992
AA
Caitlin McNally Caitlin McNally's Principal Financial Group Experience October 2005 - August 2008
Job Administrative Coordinator at Rutland Regional Medical Center
Industry Hospital & Health Care
Experience
Rutland Regional Medical Center December 2011 - Present
Principal Financial Group October 2005 - August 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Public Speaking
Education
Bryn Mawr College 2010 — 2011
Post Baccalaureate Pre-Medical Program
Tulane University School of Public Health and Tropical Medicine 2008 — 2010
Masters of Science in Public Health, Tropical Medicine
Clark University 2001 — 2005
Bachelor of Arts (B.A.), International Relations and Affairs
Rutland Regional Medical Center December 2011 - Present
Principal Financial Group October 2005 - August 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Public Speaking
Education
Bryn Mawr College 2010 — 2011
Post Baccalaureate Pre-Medical Program
Tulane University School of Public Health and Tropical Medicine 2008 — 2010
Masters of Science in Public Health, Tropical Medicine
Clark University 2001 — 2005
Bachelor of Arts (B.A.), International Relations and Affairs
Nicholas Dietrich Nicholas Dietrich's Principal Financial Group Experience May 2014 - Present
Job Software Developer (Big Data) at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group May 2014 - Present
Principal Financial Group June 2008 - May 2014
Gary's Foods March 2000 - June 2008
Principal Financial Group May 2007 - August 2007
Skills
SSIS, Database Design, SQL, Microsoft SQL Server, Visual Basic, SSRS, Databases, Apache Pig, Hadoop, Java, ASP.NET, Management, Apache Spark, MapReduce, C#, Ruby on Rails, Powershell, Scala, Python
Education
Georgia Institute of Technology 2014 — 2016
Master’s Degree, Computer Science
Briar Cliff University 2004 — 2008
Bachelor of Science (BS), Computer Science
Principal Financial Group May 2014 - Present
Principal Financial Group June 2008 - May 2014
Gary's Foods March 2000 - June 2008
Principal Financial Group May 2007 - August 2007
Skills
SSIS, Database Design, SQL, Microsoft SQL Server, Visual Basic, SSRS, Databases, Apache Pig, Hadoop, Java, ASP.NET, Management, Apache Spark, MapReduce, C#, Ruby on Rails, Powershell, Scala, Python
Education
Georgia Institute of Technology 2014 — 2016
Master’s Degree, Computer Science
Briar Cliff University 2004 — 2008
Bachelor of Science (BS), Computer Science
Gail R. Tipton SPHR, CRSP, REBC, MSHR, MBA Gail R. Tipton SPHR, CRSP, REBC, MSHR, MBA's Principal Financial Group Experience 2008 - September 2012
Job Manager, Retirement at Graphic Packaging International
Industry Human Resources
Experience
Graphic Packaging International May 2014 - Present
Aon Hewitt September 2012 - May 2014
Gail's Gifts 2001 - 2013
Principal Financial Group 2008 - September 2012
Alpha Bank & Trust December 2007 - July 2008
GB&T 2007 - 2008
Wachovia, A Wells Fargo Company 2005 - 2006
Skills
Investments, Defined Benefit, Employee Benefits, 401k, Wealth Management, CRSP, Retirement, Finance, Retirement Planning, Disability Insurance, Life Insurance, Insurance, Pensions, Health Insurance, Mutual Funds, Executive Management, Portfolio Management, Risk Management, Credit, Financial Services, ERISA
Education
Brenau University
MBA, Business
Capella University
Master's Degree, MSHR
Graphic Packaging International May 2014 - Present
Aon Hewitt September 2012 - May 2014
Gail's Gifts 2001 - 2013
Principal Financial Group 2008 - September 2012
Alpha Bank & Trust December 2007 - July 2008
GB&T 2007 - 2008
Wachovia, A Wells Fargo Company 2005 - 2006
Skills
Investments, Defined Benefit, Employee Benefits, 401k, Wealth Management, CRSP, Retirement, Finance, Retirement Planning, Disability Insurance, Life Insurance, Insurance, Pensions, Health Insurance, Mutual Funds, Executive Management, Portfolio Management, Risk Management, Credit, Financial Services, ERISA
Education
Brenau University
MBA, Business
Capella University
Master's Degree, MSHR
Leann McElroy Leann McElroy's Principal Financial Group Experience September 1995 - February 1997
Job Sr Recruiter at MidAmerican Energy
Industry Human Resources
Experience
MidAmerican Energy July 2008 - Present
Oatey Company February 2007 - June 2008
Des Moines University February 1997 - October 2005
Principal Financial Group September 1995 - February 1997
Skills
Recruiting, Sourcing, Customer Service, Interviews, Employee Relations, Human Resources, Screening, Temporary Placement, Management, New Hire Orientations, Onboarding, College Recruiting, Talent Acquisition, Hiring, HRIS, Talent Management, Taleo, Succession Planning, Deferred Compensation, HR Policies, Employee Benefits, Performance Management, Employee Engagement, Contract Recruitment, Personnel Management, Internet Recruiting
Education
Briar Cliff University 1991 — 1995
B.A., Human Resource Management, Writing
Briar Cliff University
Bachelor of Arts degree , Dual Majors in Human Resource Management and Writing
MidAmerican Energy July 2008 - Present
Oatey Company February 2007 - June 2008
Des Moines University February 1997 - October 2005
Principal Financial Group September 1995 - February 1997
Skills
Recruiting, Sourcing, Customer Service, Interviews, Employee Relations, Human Resources, Screening, Temporary Placement, Management, New Hire Orientations, Onboarding, College Recruiting, Talent Acquisition, Hiring, HRIS, Talent Management, Taleo, Succession Planning, Deferred Compensation, HR Policies, Employee Benefits, Performance Management, Employee Engagement, Contract Recruitment, Personnel Management, Internet Recruiting
Education
Briar Cliff University 1991 — 1995
B.A., Human Resource Management, Writing
Briar Cliff University
Bachelor of Arts degree , Dual Majors in Human Resource Management and Writing
Rande Zellers Rande Zellers's Principal Financial Group Experience September 2011 - April 2013
Job Senior Vice President, Premier Banking Manager
Industry Financial Services
Experience
SunTrust Bank April 2013 - Present
Principal Financial Group September 2011 - April 2013
OMNI Resource Group November 2009 - March 2011
Regions Bank October 2004 - October 2009
Invest Financial July 2003 - May 2004
American Express Financial Advisors June 1999 - April 2003
American Express Financial Advisors May 1987 - June 1999
American Express Financial Advisors January 1985 - May 1987
American Express Financial Advisors January 1983 - January 1985
American Express Financial Advisors January 1980 - January 1983
Skills
Coaching, Strategic Planning, Management Consulting, Leadership Development, Compliance, Sales Management, Sales, Executive Management, Financial Services, Emotional Intelligence, Intellectual Capital, Public Speaking, People Development, Leadership, Team Leadership
Education
Briar Cliff University 1974 — 1975
No Degree, Business Administration
Sioux City West High School 1972 — 1974
HS Diploma, College Prep
Sioux City Central High School 1971 — 1972
SunTrust Bank April 2013 - Present
Principal Financial Group September 2011 - April 2013
OMNI Resource Group November 2009 - March 2011
Regions Bank October 2004 - October 2009
Invest Financial July 2003 - May 2004
American Express Financial Advisors June 1999 - April 2003
American Express Financial Advisors May 1987 - June 1999
American Express Financial Advisors January 1985 - May 1987
American Express Financial Advisors January 1983 - January 1985
American Express Financial Advisors January 1980 - January 1983
Skills
Coaching, Strategic Planning, Management Consulting, Leadership Development, Compliance, Sales Management, Sales, Executive Management, Financial Services, Emotional Intelligence, Intellectual Capital, Public Speaking, People Development, Leadership, Team Leadership
Education
Briar Cliff University 1974 — 1975
No Degree, Business Administration
Sioux City West High School 1972 — 1974
HS Diploma, College Prep
Sioux City Central High School 1971 — 1972
Ed Abdallah's Principal Financial Group Experience November 2010 - November 2011
Job Agent at State Farm
Industry Financial Services
Experience
State Farm May 2014 - Present
GHS Investment Services December 2012 - March 2014
Principal Financial Group November 2010 - November 2011
Allstate 2008 - 2010
Embroidery Express January 2006 - 2009
Skills
Insurance, Retirement Planning, Investments, Securities, Fixed Annuities, Wealth Management, IRAs, Series 63, College Savings Plans, Life Insurance, Strategic Financial..., Health Insurance, Asset Management, Employee Benefits, Mortgage Lending, Underwriting, Loans, Credit, Banking, Retirement, Financial Goals, Disability Insurance, Series 7, Mutual Funds, Financial Services
Education
State University of New York College at Brockport 1974 — 1976
Bachelor of Science, Business/ Political Science
Broome Community College 1972 — 1974
Assoctates, Liberal Arts
State Farm May 2014 - Present
GHS Investment Services December 2012 - March 2014
Principal Financial Group November 2010 - November 2011
Allstate 2008 - 2010
Embroidery Express January 2006 - 2009
Skills
Insurance, Retirement Planning, Investments, Securities, Fixed Annuities, Wealth Management, IRAs, Series 63, College Savings Plans, Life Insurance, Strategic Financial..., Health Insurance, Asset Management, Employee Benefits, Mortgage Lending, Underwriting, Loans, Credit, Banking, Retirement, Financial Goals, Disability Insurance, Series 7, Mutual Funds, Financial Services
Education
State University of New York College at Brockport 1974 — 1976
Bachelor of Science, Business/ Political Science
Broome Community College 1972 — 1974
Assoctates, Liberal Arts
Andrew Hodges, CCIM's Principal Financial Group Experience September 2002 - September 2008
Job commercial real estate professional specializing in investment, development, leasing, and property mgmt in Des Moines,IA
Industry Real Estate
Experience
Signature Commercial Real Estate October 2008 - Present
Principal Financial Group September 2002 - September 2008
Skills
Property Management, Site Analysis, Real Estate Development, Commercial Leasing, Commercial Lending, Investments, Valuation, Real Estate Economics, Finance, Investment Properties, Mortgage Lending, Management, Commercial Mortgages, Insurance, Analysis, Tenant, Disposition, New Business Development, Underwriting, Loans, Real Estate, Corporate Real Estate, Portfolio Management, Small Business, Commercial Real Estate, Loan Origination, Leases, Brokerage, Asset Management, Marketing, Real Estate Financing, Real Estate Transactions, Location Intelligence, Commercial Real Estate..., CMBS
Education
Buena Vista University 1998 — 2002
B.A., Finance & Banking
Signature Commercial Real Estate October 2008 - Present
Principal Financial Group September 2002 - September 2008
Skills
Property Management, Site Analysis, Real Estate Development, Commercial Leasing, Commercial Lending, Investments, Valuation, Real Estate Economics, Finance, Investment Properties, Mortgage Lending, Management, Commercial Mortgages, Insurance, Analysis, Tenant, Disposition, New Business Development, Underwriting, Loans, Real Estate, Corporate Real Estate, Portfolio Management, Small Business, Commercial Real Estate, Loan Origination, Leases, Brokerage, Asset Management, Marketing, Real Estate Financing, Real Estate Transactions, Location Intelligence, Commercial Real Estate..., CMBS
Education
Buena Vista University 1998 — 2002
B.A., Finance & Banking
Bob Kotulek, CFP, ChFC Bob Kotulek, CFP, ChFC's Principal Financial Group Experience 2009 - Present
Job Business Continuation & Executive Benefits Specialist
Industry Financial Services
Experience
Principal Financial Group 2009 - Present
BDS, LLC February 2007 - January 2009
Wells Fargo Bank 2005 - 2006
Bremer Bank 1996 - 2004
Education
Bryn Mawr College
ChFC, Chartered Financial Consultant
College for Financial Planning
CFP, Certified Financial Planner
University of Evansville
Principal Financial Group 2009 - Present
BDS, LLC February 2007 - January 2009
Wells Fargo Bank 2005 - 2006
Bremer Bank 1996 - 2004
Education
Bryn Mawr College
ChFC, Chartered Financial Consultant
College for Financial Planning
CFP, Certified Financial Planner
University of Evansville
Daniel Flanagan Daniel Flanagan's Principal Financial Group Experience December 2012 - Present
Job Regional Retirement Specialist Sales Representative, Principal Financial Group Princor Registered Representative
Industry Financial Services
Experience
Principal Financial Group December 2012 - Present
Morgan Keegan March 2009 - December 2012
Morgan Stanley 2002 - 2009
NCR Corporation 2002 - 2002
WebTone Technologies 2001 - 2001
Mosaic Software 2000 - 2001
NCR Corporation 1997 - 2000
Anthem Electronics 1993 - 1997
Amtel Technologies 1991 - 1993
Skills
Investments, Retirement Planning, Mutual Funds, Investment Advisory, Retirement, Securities, 401k, Solution Selling, Financial Planning, Asset Management, Insurance, Customer Relations, Portfolio Management, New Business Development, Mortgage, Equities, Annuities, Alternative Investments, Fixed Income, Consultative Selling, Financial Advisory, Investment Strategies
Education
Florida State University - College of Business 1988 — 1991
BS, Finance
Broward Community College 1986 — 1988
Associate of Arts, Business
Principal Financial Group December 2012 - Present
Morgan Keegan March 2009 - December 2012
Morgan Stanley 2002 - 2009
NCR Corporation 2002 - 2002
WebTone Technologies 2001 - 2001
Mosaic Software 2000 - 2001
NCR Corporation 1997 - 2000
Anthem Electronics 1993 - 1997
Amtel Technologies 1991 - 1993
Skills
Investments, Retirement Planning, Mutual Funds, Investment Advisory, Retirement, Securities, 401k, Solution Selling, Financial Planning, Asset Management, Insurance, Customer Relations, Portfolio Management, New Business Development, Mortgage, Equities, Annuities, Alternative Investments, Fixed Income, Consultative Selling, Financial Advisory, Investment Strategies
Education
Florida State University - College of Business 1988 — 1991
BS, Finance
Broward Community College 1986 — 1988
Associate of Arts, Business
Henry Castillo Henry Castillo's Principal Financial Group Experience April 2010 - December 2012
Job Realtor/Insurance Agent
Industry Financial Services
Experience
GE Castle Investments, LLC December 2012 - April 2014
Principal Financial Group April 2010 - December 2012
Principal Financial Group April 2010 - December 2012
New England Financial August 2008 - December 2009
Skills
Investments, Negotiation, Strategic Planning, Management, Business Strategy, Insurance, Finance, Strategic Financial..., Corporate Finance, New Business Development, Marketing Strategy, Financial Services, Banking, Life Insurance, Leadership, Business Planning, Small Business, Series 7, Retirement Planning, Real Estate, Retirement, Estate Planning, Fixed Annuities, Real Estate Transactions, Financial Analysis, Risk Management, Disability Insurance, Asset Management, Wealth Management, Portfolio Management, Project Planning, Strategy, Due Diligence, Business Development, Executive Management, Management Consulting, Credit, Financial Modeling, Forecasting, Valuation, Financial Advisory, Mutual Funds, Investment Advisory
Education
Universidad Catolica Andres Bello
Masters Degree, Financial Institutions, Banking and Currency
Florida International University 1979 — 1982
Bachelor of Science (B.S.), Civil Engineer
Broward Community College
Associate of Science (A.S.), Civil Engineering and Contracting
GE Castle Investments, LLC December 2012 - April 2014
Principal Financial Group April 2010 - December 2012
Principal Financial Group April 2010 - December 2012
New England Financial August 2008 - December 2009
Skills
Investments, Negotiation, Strategic Planning, Management, Business Strategy, Insurance, Finance, Strategic Financial..., Corporate Finance, New Business Development, Marketing Strategy, Financial Services, Banking, Life Insurance, Leadership, Business Planning, Small Business, Series 7, Retirement Planning, Real Estate, Retirement, Estate Planning, Fixed Annuities, Real Estate Transactions, Financial Analysis, Risk Management, Disability Insurance, Asset Management, Wealth Management, Portfolio Management, Project Planning, Strategy, Due Diligence, Business Development, Executive Management, Management Consulting, Credit, Financial Modeling, Forecasting, Valuation, Financial Advisory, Mutual Funds, Investment Advisory
Education
Universidad Catolica Andres Bello
Masters Degree, Financial Institutions, Banking and Currency
Florida International University 1979 — 1982
Bachelor of Science (B.S.), Civil Engineer
Broward Community College
Associate of Science (A.S.), Civil Engineering and Contracting
Anna Knepper Anna Knepper's Principal Financial Group Experience October 2010 - Present
Job IT Application Analyst Lead at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group October 2010 - Present
Principal Financial Group June 2009 - October 2010
Principal Financial Group September 2008 - June 2009
Principal Financial Group January 2006 - September 2008
Skills
Information Technology, Java, DB2, SQL, MyBatis, Agile Methodologies, XSLT, Domain Modeling, JSF, JIRA, CMP, COBOL, Git/Stash, JCL, CICS, SDLC, HTML, SharePoint
Education
Buena Vista University 2002 — 2005
Bachelors, Management Information Systems
Northeast High School 1998 — 2002
Principal Financial Group October 2010 - Present
Principal Financial Group June 2009 - October 2010
Principal Financial Group September 2008 - June 2009
Principal Financial Group January 2006 - September 2008
Skills
Information Technology, Java, DB2, SQL, MyBatis, Agile Methodologies, XSLT, Domain Modeling, JSF, JIRA, CMP, COBOL, Git/Stash, JCL, CICS, SDLC, HTML, SharePoint
Education
Buena Vista University 2002 — 2005
Bachelors, Management Information Systems
Northeast High School 1998 — 2002
Dale Sanders Dale Sanders's Principal Financial Group Experience 1999 - 2002
Job Compliance Analyst
Industry Health, Wellness and Fitness
Experience
UnityPoint Health April 2006 - Present
Wells Fargo Home and Consumer Finance 2007 - 2007
Automatic Data Processing (ADP) 2006 - 2007
Meredith Corporation 2002 - 2005
Principal Financial Group 1999 - 2002
ING 1996 - 1999
State of Iowa 1987 - 1996
Norwest Mortgage 1993 - 1994
Skills
Disaster Recovery, Business Continuity, Security, Program Management, Change Management, Risk Management, Software Documentation, Business Continuity..., Business Analysis, Policy, Government, Information Technology, Risk Assessment, Leadership, Homeland Security, Emergency Management, Vendor Management, Physical Security, Strategic Planning, Project Planning, Human Resources, System Administration, Healthcare, Visio, Process Improvement, Private Investigations, Management, SharePoint, Analysis, Project Management, Information Security..., Training
Education
Emergency Management Institute 2007 — 2008
PDS
Buena Vista University 1969 — 1973
UnityPoint Health April 2006 - Present
Wells Fargo Home and Consumer Finance 2007 - 2007
Automatic Data Processing (ADP) 2006 - 2007
Meredith Corporation 2002 - 2005
Principal Financial Group 1999 - 2002
ING 1996 - 1999
State of Iowa 1987 - 1996
Norwest Mortgage 1993 - 1994
Skills
Disaster Recovery, Business Continuity, Security, Program Management, Change Management, Risk Management, Software Documentation, Business Continuity..., Business Analysis, Policy, Government, Information Technology, Risk Assessment, Leadership, Homeland Security, Emergency Management, Vendor Management, Physical Security, Strategic Planning, Project Planning, Human Resources, System Administration, Healthcare, Visio, Process Improvement, Private Investigations, Management, SharePoint, Analysis, Project Management, Information Security..., Training
Education
Emergency Management Institute 2007 — 2008
PDS
Buena Vista University 1969 — 1973
James Cohan James Cohan's Principal Financial Group Experience May 2014 - August 2014
Job Software Engineering Intern at MongoDB, Inc.
Industry Computer Software
Experience
MongoDB, Inc. May 2015 - Present
Brown University August 2015 - Present
Brown University August 2014 - December 2014
Principal Financial Group May 2014 - August 2014
Syrenaica, Inc. 2012 - 2012
Skills
Java, C++, Python, C, Spanish, JavaScript, jQuery, HTML, CSS, Linux, WordPress, Microsoft Excel
Education
Brown University 2013 — 2017
Computer Science-Economics Sc.B.
MongoDB, Inc. May 2015 - Present
Brown University August 2015 - Present
Brown University August 2014 - December 2014
Principal Financial Group May 2014 - August 2014
Syrenaica, Inc. 2012 - 2012
Skills
Java, C++, Python, C, Spanish, JavaScript, jQuery, HTML, CSS, Linux, WordPress, Microsoft Excel
Education
Brown University 2013 — 2017
Computer Science-Economics Sc.B.
Paul Sargent, CLU®, ChFC®, CLF® Paul Sargent, CLU®, ChFC®, CLF®'s Principal Financial Group Experience August 2015 - Present
Job Regional VicePresident, Business Owner & Executive Solutions at Principal Financial Group
Industry Insurance
Experience
Principal Financial Group August 2015 - Present
Principal Financial Group July 2011 - August 2015
Principal Financial Group July 2009 - July 2011
Principal Financial Group June 2006 - July 2009
Skills
Life Insurance, Succession Planning, Estate Planning, Retirement Planning, Financial Planners, Non-Qualified Deferred..., Advanced Underwriting, Business Planning, Wealth Transfer, Disability Insurance, Strategic Financial..., Wealth Accumulation..., Income Protection, Public Speaking, Employee Benefits, Sales Management, Coaching, Marketing, Relationship Management, Risk Management, Insurance
Education
Buena Vista University 2001 — 2005
BA, Business Management
The American College 2008 — 2011
CLU, Chartered Life Underwriter
The American College 2013 — 2013
ChFC, Chartered Financial Consultant
The American College 2013 — 2014
CLF, Chartered Leadership Fellow
Principal Financial Group August 2015 - Present
Principal Financial Group July 2011 - August 2015
Principal Financial Group July 2009 - July 2011
Principal Financial Group June 2006 - July 2009
Skills
Life Insurance, Succession Planning, Estate Planning, Retirement Planning, Financial Planners, Non-Qualified Deferred..., Advanced Underwriting, Business Planning, Wealth Transfer, Disability Insurance, Strategic Financial..., Wealth Accumulation..., Income Protection, Public Speaking, Employee Benefits, Sales Management, Coaching, Marketing, Relationship Management, Risk Management, Insurance
Education
Buena Vista University 2001 — 2005
BA, Business Management
The American College 2008 — 2011
CLU, Chartered Life Underwriter
The American College 2013 — 2013
ChFC, Chartered Financial Consultant
The American College 2013 — 2014
CLF, Chartered Leadership Fellow
Thane Walton, AIF ®'s Principal Financial Group Experience 2006 - 2008
Job Retirement Plan Consultant at United Planners Financial Services
Industry Financial Services
Experience
United Planners Financial Services March 2014 - Present
Mutual of Omaha March 2012 - March 2014
MassMutual Financial Group 2009 - 2012
Lincoln Financial Distributors 2008 - 2009
Principal Financial Group 2006 - 2008
ADP 2004 - 2006
Contemporary Pensions Inc. 2001 - 2004
PacLife 1997 - 2001
MetLife Financial Services 1992 - 1997
Skills
401k, Retirement Planning, Retirement, Financial Advisory, Employee Benefits, Series 63, Life Insurance, Mutual Funds, Investments, Uniform Combined State..., Defined Benefit, Series 7, Strategic Financial..., Sales, Pensions, TPA, DCID, Profit Sharing, IRAs, Disability Insurance, Insurance, Financial Planners, Retirement Plan..., Variable Annuities, Financial Services, Estate Planning, Asset Management, Wealth Management, Qualified Retirement..., Finance, ETFs, DCIO, series 66, AIF, Retirement Benefits, Financial Planning
Education
Brigham Young University 1988 — 1992
BS
Alta High School, Sandy, UT 1982 — 1986
United Planners Financial Services March 2014 - Present
Mutual of Omaha March 2012 - March 2014
MassMutual Financial Group 2009 - 2012
Lincoln Financial Distributors 2008 - 2009
Principal Financial Group 2006 - 2008
ADP 2004 - 2006
Contemporary Pensions Inc. 2001 - 2004
PacLife 1997 - 2001
MetLife Financial Services 1992 - 1997
Skills
401k, Retirement Planning, Retirement, Financial Advisory, Employee Benefits, Series 63, Life Insurance, Mutual Funds, Investments, Uniform Combined State..., Defined Benefit, Series 7, Strategic Financial..., Sales, Pensions, TPA, DCID, Profit Sharing, IRAs, Disability Insurance, Insurance, Financial Planners, Retirement Plan..., Variable Annuities, Financial Services, Estate Planning, Asset Management, Wealth Management, Qualified Retirement..., Finance, ETFs, DCIO, series 66, AIF, Retirement Benefits, Financial Planning
Education
Brigham Young University 1988 — 1992
BS
Alta High School, Sandy, UT 1982 — 1986
Todd Schlappi Todd Schlappi's Principal Financial Group Experience July 2003 - May 2007
Job Retirement Plan Consultant at WealthPlan Advisors
Industry Investment Management
Experience
WealthPlan Advisors April 2009 - Present
Principal Financial Group July 2003 - May 2007
Skills
Defined Benefit, 401k, Retirement Plan..., Investments, Retirement Planning, Investment Advisory, Retirement, Asset Allocation, Mutual Funds, Series 7, Management, Leadership, Financial Planning, Wealth Management, Insurance, Financial Services, Finance, Series 63
Education
Brigham Young University 1996 — 1998
Bachelor, International Law & Diplomacy
WealthPlan Advisors April 2009 - Present
Principal Financial Group July 2003 - May 2007
Skills
Defined Benefit, 401k, Retirement Plan..., Investments, Retirement Planning, Investment Advisory, Retirement, Asset Allocation, Mutual Funds, Series 7, Management, Leadership, Financial Planning, Wealth Management, Insurance, Financial Services, Finance, Series 63
Education
Brigham Young University 1996 — 1998
Bachelor, International Law & Diplomacy
Thomas Scroggins Thomas Scroggins's Principal Financial Group Experience June 1993 - Present
Job IT Consulting Architect at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group June 1993 - Present
Principal Financial Group June 2006 - March 2015
Principal Financial Group October 2003 - June 2006
Principal Financial Group June 1998 - September 2001
Principal Financial Group June 1993 - June 1998
Skills
Windows, AIX, DB2, Disaster Recovery, IT Strategy, ITIL v3 Foundations..., Solutions Architecture, Solaris, Solution Architecture, High Availability, HP, Linux, Databases, Business Intelligence, Data Center, IBM AIX
Education
Buena Vista University 1989 — 1993
BS, Computer Science/Mathematics
Principal Financial Group June 1993 - Present
Principal Financial Group June 2006 - March 2015
Principal Financial Group October 2003 - June 2006
Principal Financial Group June 1998 - September 2001
Principal Financial Group June 1993 - June 1998
Skills
Windows, AIX, DB2, Disaster Recovery, IT Strategy, ITIL v3 Foundations..., Solutions Architecture, Solaris, Solution Architecture, High Availability, HP, Linux, Databases, Business Intelligence, Data Center, IBM AIX
Education
Buena Vista University 1989 — 1993
BS, Computer Science/Mathematics
R. Sherman On's Principal Financial Group Experience September 2015 - Present
Job Managing Director at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group September 2015 - Present
MetLife April 2014 - August 2015
New England Financial January 2012 - December 2014
New England Financial November 2010 - December 2011
Northwestern Mutual June 2006 - November 2010
Bankers Life and Casualty June 2005 - June 2006
Kohl's Department Stores December 2003 - August 2005
ShopKo October 2002 - December 2003
Reeser's Fine Foods June 2002 - August 2002
Education
Brigham Young University 1997 — 2010
BA, International Studies
Abbotsholme
Principal Financial Group September 2015 - Present
MetLife April 2014 - August 2015
New England Financial January 2012 - December 2014
New England Financial November 2010 - December 2011
Northwestern Mutual June 2006 - November 2010
Bankers Life and Casualty June 2005 - June 2006
Kohl's Department Stores December 2003 - August 2005
ShopKo October 2002 - December 2003
Reeser's Fine Foods June 2002 - August 2002
Education
Brigham Young University 1997 — 2010
BA, International Studies
Abbotsholme
Ben Daniels Ben Daniels's Principal Financial Group Experience July 2014 - Present
Job Regional Retirement Specialist for The Principal Financial Group / Princor Registered Rep
Industry Financial Services
Experience
Principal Financial Group July 2014 - Present
Principal Financial Group September 2012 - August 2014
Nationwide Financial May 2007 - September 2012
Nationwide Financial June 2005 - May 2007
Agile Studios LLC 2005 - 2005
Skills
Retirement Planning, 401k, Retirement, Mutual Funds, Relationship Management, Investments, Asset Allocation, Pensions, Defined Benefit, Insurance, Wealth Management, Fixed Annuities, Defined Contribution, IRAs, Qualified Retirement..., Disability Insurance, ERISA, Retirement Plan..., External Clients
Education
Brigham Young University
BS, Business Management; Finance emphasis
James E Taylor High School
Principal Financial Group July 2014 - Present
Principal Financial Group September 2012 - August 2014
Nationwide Financial May 2007 - September 2012
Nationwide Financial June 2005 - May 2007
Agile Studios LLC 2005 - 2005
Skills
Retirement Planning, 401k, Retirement, Mutual Funds, Relationship Management, Investments, Asset Allocation, Pensions, Defined Benefit, Insurance, Wealth Management, Fixed Annuities, Defined Contribution, IRAs, Qualified Retirement..., Disability Insurance, ERISA, Retirement Plan..., External Clients
Education
Brigham Young University
BS, Business Management; Finance emphasis
James E Taylor High School
Alison Newhouse Alison Newhouse's Principal Financial Group Experience October 2000 - Present
Job Manager Client Transition Services at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group October 2000 - Present
Skills
Management, Microsoft Office, Leadership, Investments, Project Management, Financial Analysis, Business Analysis, Risk Management, Microsoft Word
Education
Buena Vista University 1998 — 2000
Bachelor's degree, Finance, General
Principal Financial Group October 2000 - Present
Skills
Management, Microsoft Office, Leadership, Investments, Project Management, Financial Analysis, Business Analysis, Risk Management, Microsoft Word
Education
Buena Vista University 1998 — 2000
Bachelor's degree, Finance, General
Debbie Brasier's Principal Financial Group Experience January 2005 - Present
Job Senior UI/UX Designer at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group January 2005 - Present
Legacy Marketing Group May 2000 - January 2005
Legacy Marketing Group 2000 - 2005
KVI / Seabury & Smith June 1999 - May 2000
Skills
Usability Testing, Information Architecture, HTML, User Experience, Web Design, Project Management, CSS, User-centered Design, Adobe Creative Suite, JavaScript, jQuery, Web Applications, Dreamweaver, User Research, HTML 5, User Experience Design, Usability, Web Development, XHTML, User Interface Design, User Interface, Wireframes, ActionScript, Adobe Fireworks
Education
Buena Vista University 1995 — 1999
BA, Mass Communication and Art
Principal Financial Group January 2005 - Present
Legacy Marketing Group May 2000 - January 2005
Legacy Marketing Group 2000 - 2005
KVI / Seabury & Smith June 1999 - May 2000
Skills
Usability Testing, Information Architecture, HTML, User Experience, Web Design, Project Management, CSS, User-centered Design, Adobe Creative Suite, JavaScript, jQuery, Web Applications, Dreamweaver, User Research, HTML 5, User Experience Design, Usability, Web Development, XHTML, User Interface Design, User Interface, Wireframes, ActionScript, Adobe Fireworks
Education
Buena Vista University 1995 — 1999
BA, Mass Communication and Art
Anne J. Williams, MBA Anne J. Williams, MBA's Principal Financial Group Experience June 2015 - Present
Job Sr. Internal Auditor at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group June 2015 - Present
Buena Vista University January 2008 - Present
Buena Vista University January 2008 - Present
Principal Financial Group March 2014 - June 2015
On assignment with Robert Half Management Resources September 2013 - March 2014
Grinnell Regional Medical Center November 2009 - September 2013
Grinnell Mutual Reinsurance Co May 2007 - November 2009
Wells Fargo Bank 2005 - 2007
Edward Jones January 2000 - December 2005
Skills
Sales, Business Strategy, Operations Management, Managerial Finance, Auditing, Cash Management, Financial Reporting, Internal Audit, Financial Accounting, Account Reconciliation, Loans, Cost Accounting, Management Consulting, General Ledger, Strategy, Account Management, Social Media, Healthcare, Higher Education, Employee Training, Databases, Invoicing
Education
Bellevue University 2004 — 2006
Master of Business Administration (MBA), emphasis in Finance and Marketing
Buena Vista University
B.A, Finance and Banking; Management
Marshalltown Community College
Associate of Arts, Business Administration
Principal Financial Group June 2015 - Present
Buena Vista University January 2008 - Present
Buena Vista University January 2008 - Present
Principal Financial Group March 2014 - June 2015
On assignment with Robert Half Management Resources September 2013 - March 2014
Grinnell Regional Medical Center November 2009 - September 2013
Grinnell Mutual Reinsurance Co May 2007 - November 2009
Wells Fargo Bank 2005 - 2007
Edward Jones January 2000 - December 2005
Skills
Sales, Business Strategy, Operations Management, Managerial Finance, Auditing, Cash Management, Financial Reporting, Internal Audit, Financial Accounting, Account Reconciliation, Loans, Cost Accounting, Management Consulting, General Ledger, Strategy, Account Management, Social Media, Healthcare, Higher Education, Employee Training, Databases, Invoicing
Education
Bellevue University 2004 — 2006
Master of Business Administration (MBA), emphasis in Finance and Marketing
Buena Vista University
B.A, Finance and Banking; Management
Marshalltown Community College
Associate of Arts, Business Administration
Vic Morales, ABC's Principal Financial Group Experience October 1999 - June 2003
Job AVP, Wellness Communications Consultant at Wells Fargo
Industry Banking
Experience
Wells Fargo November 2013 - Present
Wellmark December 2012 - November 2013
Wellmark October 2010 - December 2012
Wellmark January 2006 - October 2010
Wellmark October 2004 - January 2006
Wellmark Blue Cross and Blue Shield June 2003 - October 2004
Principal Financial Group October 1999 - June 2003
Principal Financial Group January 1998 - October 1999
Principal Financial Group May 1997 - August 1997
Principal Financial Group May 1995 - August 1995
Skills
Internal Communications, Strategic Communications, Crisis Communications, Corporate Communications, Media Relations, Marketing Communications, Writing, Social Media, Public Speaking, Strategic Planning, Leadership, Strategy, Editing, Training, Human Resources, Public Relations, Newsletters, Copywriting, Communications Planning, Integrated Marketing, Change Management, Press Releases, Copy Editing, Email Marketing, Speech Writing, Web Content Management
Education
Buena Vista University 1994 — 1997
Bachelor of Arts (B.A.), English (Secondary Education 7-12)
Estherville High School 1988 — 1992
High School Degree
Wells Fargo November 2013 - Present
Wellmark December 2012 - November 2013
Wellmark October 2010 - December 2012
Wellmark January 2006 - October 2010
Wellmark October 2004 - January 2006
Wellmark Blue Cross and Blue Shield June 2003 - October 2004
Principal Financial Group October 1999 - June 2003
Principal Financial Group January 1998 - October 1999
Principal Financial Group May 1997 - August 1997
Principal Financial Group May 1995 - August 1995
Skills
Internal Communications, Strategic Communications, Crisis Communications, Corporate Communications, Media Relations, Marketing Communications, Writing, Social Media, Public Speaking, Strategic Planning, Leadership, Strategy, Editing, Training, Human Resources, Public Relations, Newsletters, Copywriting, Communications Planning, Integrated Marketing, Change Management, Press Releases, Copy Editing, Email Marketing, Speech Writing, Web Content Management
Education
Buena Vista University 1994 — 1997
Bachelor of Arts (B.A.), English (Secondary Education 7-12)
Estherville High School 1988 — 1992
High School Degree
Kristin A. Broers, MHA's Principal Financial Group Experience 2004 - 2006
Job at Lilly Diabetes
Industry Pharmaceuticals
Experience
Eli Lilly and Company October 2014 - Present
Eli Lilly and Company July 2013 - Present
Blo Blow Dry Bar February 2014 - Present
Eli Lilly and Company October 2011 - Present
Eli Lilly and Company October 2009 - October 2011
Eli Lilly and Company 2006 - 2009
Principal Financial Group 2004 - 2006
Skills
Sales Operations, Product Launch, Leadership, Selling, Marketing, CRM, Sales Management, Sales, Sales Presentations, Diabetes, Marketing Strategy, Pharmaceutical Sales, Training, Product Marketing, Team Building, Hospital Sales, Sales Effectiveness, Customer Service, Account Management, Coaching, Primary Care, Social Media Marketing, Teamwork, Facebook, Entrepreneurship, Creativity
Education
Des Moines University-Osteopathic Medical Center 2010 — 2015
MHA
Buena Vista University 1999 — 2001
BA
North Iowa Area Community College 1997 — 1999
AA
Eli Lilly and Company October 2014 - Present
Eli Lilly and Company July 2013 - Present
Blo Blow Dry Bar February 2014 - Present
Eli Lilly and Company October 2011 - Present
Eli Lilly and Company October 2009 - October 2011
Eli Lilly and Company 2006 - 2009
Principal Financial Group 2004 - 2006
Skills
Sales Operations, Product Launch, Leadership, Selling, Marketing, CRM, Sales Management, Sales, Sales Presentations, Diabetes, Marketing Strategy, Pharmaceutical Sales, Training, Product Marketing, Team Building, Hospital Sales, Sales Effectiveness, Customer Service, Account Management, Coaching, Primary Care, Social Media Marketing, Teamwork, Facebook, Entrepreneurship, Creativity
Education
Des Moines University-Osteopathic Medical Center 2010 — 2015
MHA
Buena Vista University 1999 — 2001
BA
North Iowa Area Community College 1997 — 1999
AA
Allyson Lassen's Principal Financial Group Experience June 2015 - Present
Job Sales Support Specialist
Industry Insurance
Experience
Principal Financial Group June 2015 - Present
Prudential Financial May 2014 - June 2015
Prudential Financial May 2011 - May 2014
Prudential Financial December 2009 - May 2011
Prudential Financial March 2008 - December 2009
Staples Inc May 2007 - March 2008
Congressman Pallone's Legislative office July 2006 - April 2007
Blue Line Drywall & Builders March 2005 - January 2007
Menendez's Campaign Office September 2006 - November 2006
Skills
File Management, Data Entry, Travel Arrangements, Fax, QuickBooks, Microsoft Excel, Sales, Microsoft Office, Research, Customer Service, Lotus Notes, Outlook, Invoicing, Leadership, Management, PowerPoint, Social Media, Software Documentation
Education
Montclair State University 2005 — 2007
Bachelor of Arts, Political Science
Brookdale Community College 2003 — 2005
Associates program, Political Science
Principal Financial Group June 2015 - Present
Prudential Financial May 2014 - June 2015
Prudential Financial May 2011 - May 2014
Prudential Financial December 2009 - May 2011
Prudential Financial March 2008 - December 2009
Staples Inc May 2007 - March 2008
Congressman Pallone's Legislative office July 2006 - April 2007
Blue Line Drywall & Builders March 2005 - January 2007
Menendez's Campaign Office September 2006 - November 2006
Skills
File Management, Data Entry, Travel Arrangements, Fax, QuickBooks, Microsoft Excel, Sales, Microsoft Office, Research, Customer Service, Lotus Notes, Outlook, Invoicing, Leadership, Management, PowerPoint, Social Media, Software Documentation
Education
Montclair State University 2005 — 2007
Bachelor of Arts, Political Science
Brookdale Community College 2003 — 2005
Associates program, Political Science
Elio Valenzuela's Principal Financial Group Experience July 2015 - Present
Job Consumer Market Strategist
Industry Marketing and Advertising
Experience
Principal Financial Group July 2015 - Present
Kum & Go November 2013 - Present
Skills
Social Media, Latin America, Marketing, Facebook, Strategic Communications, Marketing Communications, Media Relations, Public Relations, Internal Communications, Data Transfer, Message Development, Blogging, Integrated Marketing, Crisis Communications, Corporate Communications, Press Releases, Social Media Marketing, Product Marketing, Google Analytics, Marketing Strategy, Content Strategy, Competitive Analysis, Strategy, New Media, Event Management, Sponsorship, Advertising, Social Networking, Management, Sales
Education
Brigham Young University 2004 — 2009
BA in Communications, Emphasis in Public Relations
Principal Financial Group July 2015 - Present
Kum & Go November 2013 - Present
Skills
Social Media, Latin America, Marketing, Facebook, Strategic Communications, Marketing Communications, Media Relations, Public Relations, Internal Communications, Data Transfer, Message Development, Blogging, Integrated Marketing, Crisis Communications, Corporate Communications, Press Releases, Social Media Marketing, Product Marketing, Google Analytics, Marketing Strategy, Content Strategy, Competitive Analysis, Strategy, New Media, Event Management, Sponsorship, Advertising, Social Networking, Management, Sales
Education
Brigham Young University 2004 — 2009
BA in Communications, Emphasis in Public Relations
Jaime Naig Jaime Naig's Principal Financial Group Experience December 2007 - Present
Job Senior Media Relations Consultant at The Principal Financial Group
Industry Public Relations and Communications
Experience
Principal Financial Group December 2007 - Present
ISU Polk County Extension 2007 - December 2014
AMA Iowa July 2011 - June 2013
Hanser & Associates January 2004 - December 2007
American Farm Bureau Federation November 2001 - December 2003
American Association of State Highway and Transportation Officials June 2000 - November 2001
Skills
Media Relations, Corporate Communications, Public Relations, Writing, Crisis Communications, Press Releases, Internal Communications, Strategic Communications, Marketing Communications, Newsletters, Copywriting, Social Media, Editing, Speech Writing, Integrated Marketing, Social Media Marketing, Email Marketing
Education
Buena Vista University 1996 — 2000
B.A., B.S., Communications, Political Science
Principal Financial Group December 2007 - Present
ISU Polk County Extension 2007 - December 2014
AMA Iowa July 2011 - June 2013
Hanser & Associates January 2004 - December 2007
American Farm Bureau Federation November 2001 - December 2003
American Association of State Highway and Transportation Officials June 2000 - November 2001
Skills
Media Relations, Corporate Communications, Public Relations, Writing, Crisis Communications, Press Releases, Internal Communications, Strategic Communications, Marketing Communications, Newsletters, Copywriting, Social Media, Editing, Speech Writing, Integrated Marketing, Social Media Marketing, Email Marketing
Education
Buena Vista University 1996 — 2000
B.A., B.S., Communications, Political Science
Jon True Jon True's Principal Financial Group Experience October 2013 - Present
Job Business Data Lead at Principal Financial Group
Industry Insurance
Experience
Principal Financial Group October 2013 - Present
Principal Financial Group May 2012 - October 2013
Principal Financial Group August 2009 - May 2012
Principal Financial Group August 2006 - May 2009
Skills
Process Improvement, Employee Benefits, Leadership, Insurance, Project Management, Team Leadership, Team Building, Management, Coaching, SAS BI Tools, VB.NET, SQL, Business Intelligence, Performance Dashboards, Agile Methodologies, Scaled Agile Framework, Scrum, Data Warehousing, Data Analysis, Databases, Relational Data Modeling, Business Strategy, IT Strategy, Business Analysis, Business Analytics
Education
University of Iowa - Henry B. Tippie College of Business 2008 — 2011
MBA, Business Administration
Buena Vista University 1999 — 2003
Bachelor’s Degree, Psychology/Criminal Justice 2003
Moulton-Udell 1995 — 1999
High School, General
Principal Financial Group October 2013 - Present
Principal Financial Group May 2012 - October 2013
Principal Financial Group August 2009 - May 2012
Principal Financial Group August 2006 - May 2009
Skills
Process Improvement, Employee Benefits, Leadership, Insurance, Project Management, Team Leadership, Team Building, Management, Coaching, SAS BI Tools, VB.NET, SQL, Business Intelligence, Performance Dashboards, Agile Methodologies, Scaled Agile Framework, Scrum, Data Warehousing, Data Analysis, Databases, Relational Data Modeling, Business Strategy, IT Strategy, Business Analysis, Business Analytics
Education
University of Iowa - Henry B. Tippie College of Business 2008 — 2011
MBA, Business Administration
Buena Vista University 1999 — 2003
Bachelor’s Degree, Psychology/Criminal Justice 2003
Moulton-Udell 1995 — 1999
High School, General
Mandee Nelson Mandee Nelson's Principal Financial Group Experience August 2003 - December 2011
Job Accountant at Jaybird
Industry Financial Services
Experience
JayBird, LLC August 2013 - Present
Independent Consultant May 2011 - Present
Cottonwood Residential April 2013 - May 2013
Sun Products Corporation January 2012 - April 2013
Principal Financial Group August 2003 - December 2011
J&L Mechanical February 2006 - September 2008
The Mark Travel Corporation January 2002 - July 2003
Skills
Accounts Payable, Accounting, Microsoft Excel, Customer Service, Invoicing, General Ledger, Finance, Financial Statements, SAP, Accruals, Management, Bookkeeping, Training, Inventory Management, Access, Employee Benefits, Cross-functional Team..., Team Building, Yardi Property..., Teamwork, Cross Functional Team..., Team-oriented, Dependable Team Player, Virtual Teams, Health Insurance, Outstanding Customer..., Yardi Voyager, Payroll, Payroll Processing, Microsoft Office, Financial Reporting, Accounts Receivable, Account Reconciliation, Microsoft Word
Education
University of Phoenix 2010 — 2011
Master’s Degree, Accounting
University of Phoenix 2007 — 2009
Bachelor’s Degree, Accounting
Brigham Young University - Idaho 1998 — 2000
Associate’s Degree, Arts & Sciences (Dance Education)
JayBird, LLC August 2013 - Present
Independent Consultant May 2011 - Present
Cottonwood Residential April 2013 - May 2013
Sun Products Corporation January 2012 - April 2013
Principal Financial Group August 2003 - December 2011
J&L Mechanical February 2006 - September 2008
The Mark Travel Corporation January 2002 - July 2003
Skills
Accounts Payable, Accounting, Microsoft Excel, Customer Service, Invoicing, General Ledger, Finance, Financial Statements, SAP, Accruals, Management, Bookkeeping, Training, Inventory Management, Access, Employee Benefits, Cross-functional Team..., Team Building, Yardi Property..., Teamwork, Cross Functional Team..., Team-oriented, Dependable Team Player, Virtual Teams, Health Insurance, Outstanding Customer..., Yardi Voyager, Payroll, Payroll Processing, Microsoft Office, Financial Reporting, Accounts Receivable, Account Reconciliation, Microsoft Word
Education
University of Phoenix 2010 — 2011
Master’s Degree, Accounting
University of Phoenix 2007 — 2009
Bachelor’s Degree, Accounting
Brigham Young University - Idaho 1998 — 2000
Associate’s Degree, Arts & Sciences (Dance Education)
Ann Meiners's Principal Financial Group Experience June 2000 - Present
Job Sr. Financial Accounting Analyst at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group June 2000 - Present
Skills
Financial Analysis, Mutual Funds, Employee Training, Finance
Education
Drake University 2005 — 2010
Master of Business Administration (MBA)
Buena Vista University 1996 — 2000
Accounting
Principal Financial Group June 2000 - Present
Skills
Financial Analysis, Mutual Funds, Employee Training, Finance
Education
Drake University 2005 — 2010
Master of Business Administration (MBA)
Buena Vista University 1996 — 2000
Accounting
Tyler Quail Tyler Quail's Principal Financial Group Experience May 2015 - Present
Job CoOwner / CFO at Quail Financial Group
Industry Financial Services
Experience
Quail Financial Group June 2015 - Present
Principal Financial Group May 2015 - Present
Educators Insurance and Financial Services, LLC June 2008 - May 2015
C&S Wholesale Grocers May 2005 - June 2008
State Street 1996 - 2005
Skills
Process Improvement, Licensed Property &..., Financial Analysis, Insurance, Business Analysis, Management, Budgets
Education
Bryant University 1991 — 1995
Bachelor of Science (BS), Finance, General
Littleton High School 1988 — 1991
Quail Financial Group June 2015 - Present
Principal Financial Group May 2015 - Present
Educators Insurance and Financial Services, LLC June 2008 - May 2015
C&S Wholesale Grocers May 2005 - June 2008
State Street 1996 - 2005
Skills
Process Improvement, Licensed Property &..., Financial Analysis, Insurance, Business Analysis, Management, Budgets
Education
Bryant University 1991 — 1995
Bachelor of Science (BS), Finance, General
Littleton High School 1988 — 1991
Ann De Weerd Ann De Weerd's Principal Financial Group Experience January 2001 - March 2005
Job Chief Underwriting Officer at DAKOTACARE
Industry Insurance
Experience
DAKOTACARE June 2013 - Present
DAKOTACARE June 2010 - June 2013
DAKOTACARE June 2007 - June 2010
DAKOTACARE March 2005 - June 2007
Principal Financial Group January 2001 - March 2005
Skills
Underwriting, Employee Benefits, Reinsurance, Health Insurance, Insurance, Risk Analysis, Risk Management, Affordable Care Act, Health Care Reform, Managed Care, Disability Insurance, Healthcare, Medicare, Leadership, Long-term Care, Life Insurance
Education
Des Moines University 2004 — 2008
MHA, Health Care Administration
Buena Vista University 1997 — 2001
BA, Business Management
DAKOTACARE June 2013 - Present
DAKOTACARE June 2010 - June 2013
DAKOTACARE June 2007 - June 2010
DAKOTACARE March 2005 - June 2007
Principal Financial Group January 2001 - March 2005
Skills
Underwriting, Employee Benefits, Reinsurance, Health Insurance, Insurance, Risk Analysis, Risk Management, Affordable Care Act, Health Care Reform, Managed Care, Disability Insurance, Healthcare, Medicare, Leadership, Long-term Care, Life Insurance
Education
Des Moines University 2004 — 2008
MHA, Health Care Administration
Buena Vista University 1997 — 2001
BA, Business Management
Marc Beausoleil, CFP®, ChFC Marc Beausoleil, CFP®, ChFC's Principal Financial Group Experience October 2010 - September 2011
Job Director, Financial Planning
Industry Financial Services
Experience
GPS Investment Advisors, LLC. September 2011 - Present
Principal Financial Group October 2010 - September 2011
Meridien Benefits, Inc. July 2007 - October 2009
Teknor Apex Company October 1989 - June 2004
Skills
Retirement Planning, Analysis, Employee Benefits, Investments, Mutual Funds, Retirement, 401k, Wealth Management, Strategic Financial..., Strategic Planning, Financial Advisory, Financial Planning, Sales, Series 7, Series 63
Education
Bryant University 1982 — 1984
Bachelor of Science, Finance
GPS Investment Advisors, LLC. September 2011 - Present
Principal Financial Group October 2010 - September 2011
Meridien Benefits, Inc. July 2007 - October 2009
Teknor Apex Company October 1989 - June 2004
Skills
Retirement Planning, Analysis, Employee Benefits, Investments, Mutual Funds, Retirement, 401k, Wealth Management, Strategic Financial..., Strategic Planning, Financial Advisory, Financial Planning, Sales, Series 7, Series 63
Education
Bryant University 1982 — 1984
Bachelor of Science, Finance
William Streff William Streff's Principal Financial Group Experience June 1986 - December 1995
Job Vice President at Iron Horse Wealth Management
Industry Financial Services
Experience
Iron Horse Wealth Management October 2013 - Present
VW Advisors December 2008 - October 2013
Legacy Financial Group December 2007 - November 2008
Iowa Association of Electric Cooperatives January 1996 - December 2007
Principal Financial Group June 1986 - December 1995
Skills
Certified Financial..., Certified Employee...
Education
Briar Cliff University 1982 — 1986
B.A., Business
Iron Horse Wealth Management October 2013 - Present
VW Advisors December 2008 - October 2013
Legacy Financial Group December 2007 - November 2008
Iowa Association of Electric Cooperatives January 1996 - December 2007
Principal Financial Group June 1986 - December 1995
Skills
Certified Financial..., Certified Employee...
Education
Briar Cliff University 1982 — 1986
B.A., Business
Scott Bemis's Principal Financial Group Experience June 1991 - March 1998
Job Technology Consultant Contractor at Berkley Technology Services
Industry Information Technology and Services
Experience
Berkley Technology Services February 2013 - Present
EdgeLogic Systems Inc. July 1999 - Present
Pioneer Hi-Bred International Inc January 2010 - December 2012
Berkley Technology Services June 2004 - December 2009
Solutech, Inc. March 1998 - July 1999
Principal Financial Group June 1991 - March 1998
Skills
Microsoft SQL Server, Software Development, C#, ASP.NET, JavaScript, Requirements Analysis, Databases, Visual Basic, VB.NET, T-SQL, ASP.NET MVC, DB2, ASP, SQL, XML, Web Applications, Access, Customer Service, Technical Documentation
Education
Buena Vista University 1987 — 1991
BA, Business Management
Indian Hills Community College 1987 — 1991
AAS, Information Systems
Berkley Technology Services February 2013 - Present
EdgeLogic Systems Inc. July 1999 - Present
Pioneer Hi-Bred International Inc January 2010 - December 2012
Berkley Technology Services June 2004 - December 2009
Solutech, Inc. March 1998 - July 1999
Principal Financial Group June 1991 - March 1998
Skills
Microsoft SQL Server, Software Development, C#, ASP.NET, JavaScript, Requirements Analysis, Databases, Visual Basic, VB.NET, T-SQL, ASP.NET MVC, DB2, ASP, SQL, XML, Web Applications, Access, Customer Service, Technical Documentation
Education
Buena Vista University 1987 — 1991
BA, Business Management
Indian Hills Community College 1987 — 1991
AAS, Information Systems
Angie Myres Stephens's Principal Financial Group Experience March 2015 - Present
Job Assistant Director IT at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group March 2015 - Present
Principal Financial Group June 2008 - February 2015
Principal Financial Group January 2000 - May 2008
Principal Financial Group November 1998 - December 2000
Principal Financial Group March 1998 - October 1998
Principal Financial Group January 1996 - February 1998
Principal Financial Group July 1993 - December 1995
Skills
Leadership, Omni-Channel, IT Strategy, Coaching, Business Analysis, Contact Centers, CRM, Business Requirements, Requirements Analysis, Requirements Gathering, SDLC, Agile Methodologies
Education
Buena Vista University 1989 — 1993
Bachelor of Science, Mathematics, Business
Principal Financial Group March 2015 - Present
Principal Financial Group June 2008 - February 2015
Principal Financial Group January 2000 - May 2008
Principal Financial Group November 1998 - December 2000
Principal Financial Group March 1998 - October 1998
Principal Financial Group January 1996 - February 1998
Principal Financial Group July 1993 - December 1995
Skills
Leadership, Omni-Channel, IT Strategy, Coaching, Business Analysis, Contact Centers, CRM, Business Requirements, Requirements Analysis, Requirements Gathering, SDLC, Agile Methodologies
Education
Buena Vista University 1989 — 1993
Bachelor of Science, Mathematics, Business
Celia Richards's Principal Financial Group Experience August 2012 - Present
Job
Industry Financial Services
Experience
Principal Financial Group August 2012 - Present
The Principal Financial Group July 2003 - August 2012
The Principal Financial Group July 2001 - July 2003
The Des Moines Register April 1993 - September 1999
Skills
Internal Communications, Newsletters, Advertising, Crisis Communications, Corporate Communications, Media Relations, Marketing Communications, Web Content Management, SharePoint, Brainshark, HTML, User-centered Design, Speech Writing, Strategic Communications, Content Management, Copywriting
Education
Buena Vista University 1990 — 1992
Bachelor of arts, Mass communications
Principal Financial Group August 2012 - Present
The Principal Financial Group July 2003 - August 2012
The Principal Financial Group July 2001 - July 2003
The Des Moines Register April 1993 - September 1999
Skills
Internal Communications, Newsletters, Advertising, Crisis Communications, Corporate Communications, Media Relations, Marketing Communications, Web Content Management, SharePoint, Brainshark, HTML, User-centered Design, Speech Writing, Strategic Communications, Content Management, Copywriting
Education
Buena Vista University 1990 — 1992
Bachelor of arts, Mass communications
John Pinegar's Principal Financial Group Experience January 2004 - June 2005
Job Administrator at Park Manor of The Woodlands
Industry Hospital & Health Care
Experience
Park Manor of The Woodlands November 2014 - Present
Park Manor of South Belt December 2012 - November 2014
Oceanview Healthcare, Inc. - Ensign Group Affiliate August 2011 - December 2012
Rose Villa Healthcare Center - Ensign Group Affiliate June 2009 - July 2011
Chrysler LLC July 2008 - May 2009
Chrysler LLC June 2007 - July 2008
ContractPal, Inc. 2007 - 2007
Principal Financial Group January 2004 - June 2005
The MONY Group 2003 - 2003
Skills
Financial Modeling, Leadership, Financial Analysis, Finance, Budgets, Strategic Planning, Analysis, Process Improvement, Customer Service, Cross-functional Team..., Healthcare, Management, Program Management, Strategy, Team Building
Education
Brigham Young University 2005 — 2007
MBA, Finance
Brigham Young University 1998 — 2003
BS, Business Mgmt: Info Systems
Park Manor of The Woodlands November 2014 - Present
Park Manor of South Belt December 2012 - November 2014
Oceanview Healthcare, Inc. - Ensign Group Affiliate August 2011 - December 2012
Rose Villa Healthcare Center - Ensign Group Affiliate June 2009 - July 2011
Chrysler LLC July 2008 - May 2009
Chrysler LLC June 2007 - July 2008
ContractPal, Inc. 2007 - 2007
Principal Financial Group January 2004 - June 2005
The MONY Group 2003 - 2003
Skills
Financial Modeling, Leadership, Financial Analysis, Finance, Budgets, Strategic Planning, Analysis, Process Improvement, Customer Service, Cross-functional Team..., Healthcare, Management, Program Management, Strategy, Team Building
Education
Brigham Young University 2005 — 2007
MBA, Finance
Brigham Young University 1998 — 2003
BS, Business Mgmt: Info Systems
Angie Muhlbauer's Principal Financial Group Experience March 2014 - Present
Job Assistant Director IT at Principal Financial Group
Industry Information Technology and Services
Experience
Principal Financial Group March 2014 - Present
The Principal Financial Group June 2000 - March 2014
Skills
Insurance, New Business Development, SDLC, Team Building, IT Strategy, Vendor Management, Leadership, Team Leadership, Agile Methodolgy, Technical Leadership, Technical Staff..., Business Analysis, Visio, Agile Methodologies
Education
Buena Vista University 1996 — 2000
Management Information Systems, General
Principal Financial Group March 2014 - Present
The Principal Financial Group June 2000 - March 2014
Skills
Insurance, New Business Development, SDLC, Team Building, IT Strategy, Vendor Management, Leadership, Team Leadership, Agile Methodolgy, Technical Leadership, Technical Staff..., Business Analysis, Visio, Agile Methodologies
Education
Buena Vista University 1996 — 2000
Management Information Systems, General
Megan Walz McAtee's Principal Financial Group Experience April 2008 - December 2010
Job Publisher's Representative Pearson Education
Industry Publishing
Experience
Pearson Education October 2012 - Present
Wiley-Blackwell December 2010 - October 2012
Principal Financial Group April 2008 - December 2010
Wells Fargo Financial May 2006 - April 2008
Keith Sherman and Associates May 2005 - August 2005
Camp Echo May 2003 - August 2003
Education
Buena Vista University 2002 — 2006
Corporate Communications, Business, Mass Communications & Theatre
Pearson Education October 2012 - Present
Wiley-Blackwell December 2010 - October 2012
Principal Financial Group April 2008 - December 2010
Wells Fargo Financial May 2006 - April 2008
Keith Sherman and Associates May 2005 - August 2005
Camp Echo May 2003 - August 2003
Education
Buena Vista University 2002 — 2006
Corporate Communications, Business, Mass Communications & Theatre
Anthony Cairo Jr.'s Principal Financial Group Experience May 2007 - August 2007
Job Student at Bryant University
Industry Financial Services
Experience
Principal Financial Group May 2007 - August 2007
Education
Bryant University 2004 — 2008
Bachelor of Science in Business Administration, Finance
Principal Financial Group May 2007 - August 2007
Education
Bryant University 2004 — 2008
Bachelor of Science in Business Administration, Finance
Sarabeth Wynne, SGS's Principal Financial Group Experience March 2010 - December 2010
Job Field Underwriter
Industry Insurance
Experience
The Insurance Exchange July 2011 - Present
Principal Financial Group March 2010 - December 2010
Principal Financial Group March 2008 - March 2010
Principal Financial Group February 2006 - March 2008
Principal Financial Group April 2005 - February 2006
Principal Financial Group January 2001 - November 2002
Principal Financial Group March 1997 - January 2000
Principal Financial Group October 1990 - March 1997
Inwood National Bank January 1986 - October 1990
Skills
Insurance, PowerPoint, Outlook, Microsoft Excel, Health Insurance, Sales, Marketing, Brokers, Employee Benefits, Life Insurance, Management, Underwriting, Health Savings Accounts
Education
Brookhaven Community College
The Insurance Exchange July 2011 - Present
Principal Financial Group March 2010 - December 2010
Principal Financial Group March 2008 - March 2010
Principal Financial Group February 2006 - March 2008
Principal Financial Group April 2005 - February 2006
Principal Financial Group January 2001 - November 2002
Principal Financial Group March 1997 - January 2000
Principal Financial Group October 1990 - March 1997
Inwood National Bank January 1986 - October 1990
Skills
Insurance, PowerPoint, Outlook, Microsoft Excel, Health Insurance, Sales, Marketing, Brokers, Employee Benefits, Life Insurance, Management, Underwriting, Health Savings Accounts
Education
Brookhaven Community College
John Allenback's Principal Financial Group Experience August 1998 - November 2006
Job Senior Negotiator at Corporate Contracts
Industry Legal Services
Experience
Corporate Contracts November 2006 - Present
Principal Financial Group August 1998 - November 2006
Education
Briar Cliff University 1988 — 1992
Corporate Contracts November 2006 - Present
Principal Financial Group August 1998 - November 2006
Education
Briar Cliff University 1988 — 1992
Todd Henrichsen's Principal Financial Group Experience February 2004 - October 2014
Job Compliance Officer at Russell Investments
Industry Financial Services
Experience
Russell Investments October 2014 - Present
Principal Funds February 2004 - October 2014
Principal Financial Group February 2004 - October 2014
Principal Financial Group - Edge Asset Management, Inc. 2004 - March 2009
Edmonds Community College 2005 - 2007
WM Group of Funds 2004 - December 2006
WM Funds Distributor, Inc. 2004 - 2006
Symetra Financial 1997 - 2004
Skills
Fluent Spanish, Mutual Funds, Marketing, Securities, Series 63, Series 6, Advertising, 401k, Series 7, Investment Advisory, Risk Management
Education
Edmonds Community College 2003 — 2004
Advanced Paralegal, Estate Planning/Probate
Brigham Young University 1990 — 1995
Bachelor of Arts (BA), History/Economic Geography
Russell Investments October 2014 - Present
Principal Funds February 2004 - October 2014
Principal Financial Group February 2004 - October 2014
Principal Financial Group - Edge Asset Management, Inc. 2004 - March 2009
Edmonds Community College 2005 - 2007
WM Group of Funds 2004 - December 2006
WM Funds Distributor, Inc. 2004 - 2006
Symetra Financial 1997 - 2004
Skills
Fluent Spanish, Mutual Funds, Marketing, Securities, Series 63, Series 6, Advertising, 401k, Series 7, Investment Advisory, Risk Management
Education
Edmonds Community College 2003 — 2004
Advanced Paralegal, Estate Planning/Probate
Brigham Young University 1990 — 1995
Bachelor of Arts (BA), History/Economic Geography
Sharon Provost's Principal Financial Group Experience
Job Sr. IT Systems Analyst at Principal Financial Group
Industry Insurance
Experience
Principal Financial Group
Skills
COBOL, SDLC, Visio, Business Requirements, DB2, Databases, Technical Design, Technical Project...
Education
Briar Cliff University 1987 — 1991
Bachelor of Science (BS), Mathematics and Computer Science
Principal Financial Group
Skills
COBOL, SDLC, Visio, Business Requirements, DB2, Databases, Technical Design, Technical Project...
Education
Briar Cliff University 1987 — 1991
Bachelor of Science (BS), Mathematics and Computer Science
Gretchen Mohn's Principal Financial Group Experience September 2005 - Present
Job Internal Sales Specialist at Principal Financial Group
Industry Insurance
Experience
Principal Financial Group September 2005 - Present
AIG July 2002 - September 2005
ICT Group April 1998 - March 2001
Skills
Customer Service, Customer Relations, Microsoft Office, Outlook, PowerPoint, Word, Excel, SharePoint, Sales Support, Insurance, RFP, Microsoft Excel, Microsoft Word, Disability Insurance, Sales Operations, Sales, Management, Employee Benefits, Time Management, Life Insurance, Health Insurance, Term Life Insurance, Underwriting
Education
Millersville University of Pennsylvania 1993 — 1994
Technology Education
HACC, Central Pennsylvania's Community College 1992 — 1993
Early Childhood Ed
Bucks County Community College 1991 — 1992
General Education
Principal Financial Group September 2005 - Present
AIG July 2002 - September 2005
ICT Group April 1998 - March 2001
Skills
Customer Service, Customer Relations, Microsoft Office, Outlook, PowerPoint, Word, Excel, SharePoint, Sales Support, Insurance, RFP, Microsoft Excel, Microsoft Word, Disability Insurance, Sales Operations, Sales, Management, Employee Benefits, Time Management, Life Insurance, Health Insurance, Term Life Insurance, Underwriting
Education
Millersville University of Pennsylvania 1993 — 1994
Technology Education
HACC, Central Pennsylvania's Community College 1992 — 1993
Early Childhood Ed
Bucks County Community College 1991 — 1992
General Education
Patricia Cook's Principal Financial Group Experience August 1999 - January 2004
Job Director at U.S. Department of Commerce, International Trade Administration
Industry International Trade and Development
Experience
U.S. Department of Commerce July 2013 - Present
U.S. Department of Commerce February 2008 - June 2013
U.S. Embassy Japan June 2010 - July 2010
Iowa Student Loan February 2005 - January 2007
Principal Financial Group August 1999 - January 2004
Cirrus Logic July 1998 - June 1999
Wells Fargo (fka National Bank of Alaska) July 1995 - January 1997
Alaska State Legislature January 1995 - June 1995
US Department of Health and Human Services October 1994 - January 1995
Eklutna, Incorporated September 1991 - October 1994
Skills
European Union, Training, Japanese market, Latin American markets, International Trade, International Marketing, International Logistics, Foreign Military Sales, Customs Regulations, Export Control..., IT Outsourcing, Distribution Strategies, International Sales, Asian markets, International Shipping, Trade Compliance, Export, International Business, Economic Development, Project Management, Government, South America, Strategic Planning, Africa, Marketing, International Business..., Import, Market Research, NAFTA, Policy Analysis, Public Policy, International Relations, Latin America, Public/private..., International..., Foreign Policy, Public-private...
Education
School for International Training 1989 — 1994
Master's, International Administration
Buena Vista University 1980 — 1984
B.A., Chemistry, Foreign Affairs
U.S. Department of Commerce July 2013 - Present
U.S. Department of Commerce February 2008 - June 2013
U.S. Embassy Japan June 2010 - July 2010
Iowa Student Loan February 2005 - January 2007
Principal Financial Group August 1999 - January 2004
Cirrus Logic July 1998 - June 1999
Wells Fargo (fka National Bank of Alaska) July 1995 - January 1997
Alaska State Legislature January 1995 - June 1995
US Department of Health and Human Services October 1994 - January 1995
Eklutna, Incorporated September 1991 - October 1994
Skills
European Union, Training, Japanese market, Latin American markets, International Trade, International Marketing, International Logistics, Foreign Military Sales, Customs Regulations, Export Control..., IT Outsourcing, Distribution Strategies, International Sales, Asian markets, International Shipping, Trade Compliance, Export, International Business, Economic Development, Project Management, Government, South America, Strategic Planning, Africa, Marketing, International Business..., Import, Market Research, NAFTA, Policy Analysis, Public Policy, International Relations, Latin America, Public/private..., International..., Foreign Policy, Public-private...
Education
School for International Training 1989 — 1994
Master's, International Administration
Buena Vista University 1980 — 1984
B.A., Chemistry, Foreign Affairs
Ben Montgomery's Principal Financial Group Experience March 2001 - December 2001
Job Qualified Plan Consultant at The Newport Group
Industry Financial Services
Experience
The Newport Group September 2012 - Present
The Newport Group July 2004 - September 2012
SunTrust December 2001 - July 2004
Principal Financial Group March 2001 - December 2001
Skills
Project Management, Data Conversion, 401k, Retirement, Financial Services, Employee Benefits, Investments, Management, Insurance, Mutual Funds, Pensions, Process Improvement
Education
Brigham Young University 1993 — 1996
B.A., English, Literature, English, Psychology
The Newport Group September 2012 - Present
The Newport Group July 2004 - September 2012
SunTrust December 2001 - July 2004
Principal Financial Group March 2001 - December 2001
Skills
Project Management, Data Conversion, 401k, Retirement, Financial Services, Employee Benefits, Investments, Management, Insurance, Mutual Funds, Pensions, Process Improvement
Education
Brigham Young University 1993 — 1996
B.A., English, Literature, English, Psychology
Denise Roemen's Principal Financial Group Experience September 2013 - Present
Job IT Director Principal Bank at Principal Financial Group
Industry Insurance
Experience
Principal Financial Group September 2013 - Present
Principal Financial Group March 1997 - August 2013
Principal Financial Group June 1990 - February 1997
Skills
Business Analysis, Leadership, Process Improvement, Vendor Management, Customer Service, Management, Strategic Planning, Requirements Gathering, SDLC, Insurance
Education
Briar Cliff University 1986 — 1990
Bachelor's Degree, Computer Science
Principal Financial Group September 2013 - Present
Principal Financial Group March 1997 - August 2013
Principal Financial Group June 1990 - February 1997
Skills
Business Analysis, Leadership, Process Improvement, Vendor Management, Customer Service, Management, Strategic Planning, Requirements Gathering, SDLC, Insurance
Education
Briar Cliff University 1986 — 1990
Bachelor's Degree, Computer Science
Dave Woolworth's Principal Financial Group Experience May 2005 - January 2006
Job Team Lead/Principal Consultant at QCI
Industry Information Technology and Services
Experience
QCI May 2006 - Present
Buena Vista University September 2004 - December 2007
Principal Financial Group May 2005 - January 2006
Skills
C#, VB.NET, ASP.NET, SQL, AJAX, HTML, JavaScript, jQuery, CSS, .NET, DHTML, XHTML, ASP, SQL Server, Visual Studio, IIS, Access, Windows, LINQ, T-SQL, MySQL, Visual Basic, MVC, HTML5, JSON, Web Development, Programming, Microsoft SQL Server, Databases, Web Applications
Education
Buena Vista University 2004 — 2007
Bachelor of Science, Computer Science
QCI May 2006 - Present
Buena Vista University September 2004 - December 2007
Principal Financial Group May 2005 - January 2006
Skills
C#, VB.NET, ASP.NET, SQL, AJAX, HTML, JavaScript, jQuery, CSS, .NET, DHTML, XHTML, ASP, SQL Server, Visual Studio, IIS, Access, Windows, LINQ, T-SQL, MySQL, Visual Basic, MVC, HTML5, JSON, Web Development, Programming, Microsoft SQL Server, Databases, Web Applications
Education
Buena Vista University 2004 — 2007
Bachelor of Science, Computer Science
Alex Baron's Principal Financial Group Experience June 1999 - January 2001
Job Founder and CTO at Ovuline
Industry Research
Experience
Ovuline March 2011 - Present
BBN Technologies February 2001 - March 2013
Principal Financial Group June 1999 - January 2001
Skills
Machine Learning, Software Development, Natural Language..., Algorithms, Data Mining, Statistical Modeling, Artificial Intelligence, Computer Science, Distributed Systems, SQL, Agile Methodologies, Research, Big Data, HIPAA, HITRUST, Information Security, Mobile Advertising
Education
Harvard University 2010 — 2012
AM, Statistics
Brandeis University 2005 — 2008
PhD, Computer Science
Iowa State University 1997 — 2000
BS, Computer Science
Ovuline March 2011 - Present
BBN Technologies February 2001 - March 2013
Principal Financial Group June 1999 - January 2001
Skills
Machine Learning, Software Development, Natural Language..., Algorithms, Data Mining, Statistical Modeling, Artificial Intelligence, Computer Science, Distributed Systems, SQL, Agile Methodologies, Research, Big Data, HIPAA, HITRUST, Information Security, Mobile Advertising
Education
Harvard University 2010 — 2012
AM, Statistics
Brandeis University 2005 — 2008
PhD, Computer Science
Iowa State University 1997 — 2000
BS, Computer Science
Kerri Coger's Principal Financial Group Experience November 2006 - Present
Job Senior Account Executive at Principal Financial Group
Industry Insurance
Experience
Principal Financial Group November 2006 - Present
Reliance Standard 2003 - 2006
Unum 1999 - 2003
Skills
Disability Insurance, Term Life Insurance, Life Insurance, Employee Benefits, Retirement Planning, Health Insurance, Health Savings Accounts, Long Term Care Insurance, Benefits Administration, Insurance, Brokers, Underwriting, Claim, Long-term Care, Fixed Annuities, 401k
Education
Bridgewater State University 1995 — 1999
BSED, Special Eduction/Psychology
Principal Financial Group November 2006 - Present
Reliance Standard 2003 - 2006
Unum 1999 - 2003
Skills
Disability Insurance, Term Life Insurance, Life Insurance, Employee Benefits, Retirement Planning, Health Insurance, Health Savings Accounts, Long Term Care Insurance, Benefits Administration, Insurance, Brokers, Underwriting, Claim, Long-term Care, Fixed Annuities, 401k
Education
Bridgewater State University 1995 — 1999
BSED, Special Eduction/Psychology
Molly Lake's Principal Financial Group Experience March 1994 - June 1997
Job Benefits Implementation Specialist at Exponent Technologies
Industry Human Resources
Experience
Exponent Technologies April 2011 - Present
Southwest Airlines August 2010 - April 2011
True Value Company October 2003 - November 2009
RentX March 2000 - October 2003
United Health Care June 1999 - March 2000
The Denver Post October 1997 - June 1999
Principal Financial Group March 1994 - June 1997
Skills
Account Management, Customer Service, Employee Benefits, Employee Relations, Management, Marketing, Onboarding, Time Management, Training, Performance Management, Strategic Planning
Education
Briar Cliff University 1983 — 1987
BA, Business Administration
Exponent Technologies April 2011 - Present
Southwest Airlines August 2010 - April 2011
True Value Company October 2003 - November 2009
RentX March 2000 - October 2003
United Health Care June 1999 - March 2000
The Denver Post October 1997 - June 1999
Principal Financial Group March 1994 - June 1997
Skills
Account Management, Customer Service, Employee Benefits, Employee Relations, Management, Marketing, Onboarding, Time Management, Training, Performance Management, Strategic Planning
Education
Briar Cliff University 1983 — 1987
BA, Business Administration
Jeremy Witt's Principal Financial Group Experience November 2005 - Present
Job Assistant Manager Client Services
Industry Financial Services
Experience
Principal Financial Group November 2005 - Present
Principal Financial Group September 2001 - November 2005
Skills
Series 24, Series 66, Series 7, 401k, Investments, Mutual Funds, Financial Advisory, Client Services, Retirement Planning, Retirement, Asset Allocation, Management, Financial Services, Leadership, Customer Service, Insurance
Education
Buena Vista University 1997 — 1999
BA, Human Services, Psychology
Principal Financial Group November 2005 - Present
Principal Financial Group September 2001 - November 2005
Skills
Series 24, Series 66, Series 7, 401k, Investments, Mutual Funds, Financial Advisory, Client Services, Retirement Planning, Retirement, Asset Allocation, Management, Financial Services, Leadership, Customer Service, Insurance
Education
Buena Vista University 1997 — 1999
BA, Human Services, Psychology
KrishnamRaju Kosuri's Principal Financial Group Experience September 1998 - December 1998
Job Vice President at State Street
Industry Financial Services
Experience
State Street March 2011 - Present
State Street December 2005 - March 2011
State Street June 1999 - December 2005
National Association of Independent Insurers December 1998 - May 1999
Principal Financial Group September 1998 - December 1998
Caterpillar Inc. September 1997 - September 1998
VIVA USA INC September 1996 - September 1997
Skills
Regulatory Compliance, Equity Trading, Fidessa, FIX, DMA, Smart Order Routing, Trading Systems, ULLINK, LoadRunner, QTP, Quality Center, Test Automation, Team Management, Quality Management, Process Improvement, Testing, Performance Testing, Load Testing, Software Quality..., Quality Assurance, Fixed Income, SDLC, Software Development, Electronic Trading, Requirements Gathering, User Acceptance Testing, Equities, HP Quality Center
Education
Brandeis University 2001 — 2003
Master's in Software Engineering, Computer Science
Ideal College 1993 — 1996
Bachelor's, Computer Science
Ideal College 1991 — 1993
Intermediate, Mathametics, Physics, Chemistry
Tagore Convent 1981 — 1991
Schooling, Mathematics and Science
State Street March 2011 - Present
State Street December 2005 - March 2011
State Street June 1999 - December 2005
National Association of Independent Insurers December 1998 - May 1999
Principal Financial Group September 1998 - December 1998
Caterpillar Inc. September 1997 - September 1998
VIVA USA INC September 1996 - September 1997
Skills
Regulatory Compliance, Equity Trading, Fidessa, FIX, DMA, Smart Order Routing, Trading Systems, ULLINK, LoadRunner, QTP, Quality Center, Test Automation, Team Management, Quality Management, Process Improvement, Testing, Performance Testing, Load Testing, Software Quality..., Quality Assurance, Fixed Income, SDLC, Software Development, Electronic Trading, Requirements Gathering, User Acceptance Testing, Equities, HP Quality Center
Education
Brandeis University 2001 — 2003
Master's in Software Engineering, Computer Science
Ideal College 1993 — 1996
Bachelor's, Computer Science
Ideal College 1991 — 1993
Intermediate, Mathametics, Physics, Chemistry
Tagore Convent 1981 — 1991
Schooling, Mathematics and Science
mary story's Principal Financial Group Experience financial specalistwachovia bank1986 - 2007
Job Financial Services Representative at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group financial specalistwachovia bank1986 - 2007
Skills
Fixed Annuities, Mutual Funds, Retirement
Education
Broward College 1982 — 1984
assoc, computer programming
Principal Financial Group financial specalistwachovia bank1986 - 2007
Skills
Fixed Annuities, Mutual Funds, Retirement
Education
Broward College 1982 — 1984
assoc, computer programming
Jim Bohnenkamp's Principal Financial Group Experience September 2011 - Present
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Principal Financial Group September 2011 - Present
Wells Fargo December 2009 - November 2010
Principal Financial Group June 1994 - May 2009
Cox Communications 1981 - 1984
KICD` 1968 - 1968
Skills
C#, Visual C#, SQL, Visual Studio, DB2, Microsoft SQL Server
Education
Briar Cliff University 1990 — 1994
BA, Computer Science
Principal Financial Group September 2011 - Present
Wells Fargo December 2009 - November 2010
Principal Financial Group June 1994 - May 2009
Cox Communications 1981 - 1984
KICD` 1968 - 1968
Skills
C#, Visual C#, SQL, Visual Studio, DB2, Microsoft SQL Server
Education
Briar Cliff University 1990 — 1994
BA, Computer Science
Linda Rehder RN, BSN, CCM, CHPH, CLNC's Principal Financial Group Experience 1995 - 1998
Job Sr. Manager of Concurrent Review at Florida Blue
Industry Medical Practice
Experience
Florida Blue November 2013 - Present
Florida Blue 2013 - Present
Litigation Nurse Consultants, LLS April 2007 - Present
DaVita December 2009 - November 2013
ResCare 2007 - 2009
Gentiva Health Services 2005 - 2007
Tidewell Hospice 2002 - 2005
Life Path Hospice 2000 - 2002
Cigna Healthcare 1998 - 2000
Principal Financial Group 1995 - 1998
Skills
Medicare, Home Care, Microsoft Office, Clinical Research, Case Management, Wellness, Nutrition, Nursing, Healthcare Management, Medicaid, Program Development, Public Speaking, IV, Direct Patient Care, Patient Education, Healthcare, Team Building, Customer Service, Community Outreach, Coaching, Cpr Certified, Training, Concurrent Review, Medical standards of..., NCQA, Team Leadership, Case Managment, Solid computer skills, Utilization Review, Business Strategy, Budget Process, Operations Management, Business Process..., Hospice, Health Insurance, Legal Nurse Consulting
Education
Briar Cliff University
Bachelor of Science in Nursing, Registered Nursing/Registered Nurse
Florida International University
Credits towards Masters in Healthcare Administration, Health/Health Care Administration/Management
Iowa Lakes Community College
RN Nursing Program
Florida Blue November 2013 - Present
Florida Blue 2013 - Present
Litigation Nurse Consultants, LLS April 2007 - Present
DaVita December 2009 - November 2013
ResCare 2007 - 2009
Gentiva Health Services 2005 - 2007
Tidewell Hospice 2002 - 2005
Life Path Hospice 2000 - 2002
Cigna Healthcare 1998 - 2000
Principal Financial Group 1995 - 1998
Skills
Medicare, Home Care, Microsoft Office, Clinical Research, Case Management, Wellness, Nutrition, Nursing, Healthcare Management, Medicaid, Program Development, Public Speaking, IV, Direct Patient Care, Patient Education, Healthcare, Team Building, Customer Service, Community Outreach, Coaching, Cpr Certified, Training, Concurrent Review, Medical standards of..., NCQA, Team Leadership, Case Managment, Solid computer skills, Utilization Review, Business Strategy, Budget Process, Operations Management, Business Process..., Hospice, Health Insurance, Legal Nurse Consulting
Education
Briar Cliff University
Bachelor of Science in Nursing, Registered Nursing/Registered Nurse
Florida International University
Credits towards Masters in Healthcare Administration, Health/Health Care Administration/Management
Iowa Lakes Community College
RN Nursing Program
Garrett Carlough's Principal Financial Group Experience April 2008 - June 2011
Job Managing Director Retirement Services at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group May 2011 - Present
Principal Financial Group April 2008 - June 2011
Principal Financial Group April 2007 - April 2008
Education
Bucknell University 2000 — 2004
BSBA, Business Administration and Management, General
MassMutual Financial Group May 2011 - Present
Principal Financial Group April 2008 - June 2011
Principal Financial Group April 2007 - April 2008
Education
Bucknell University 2000 — 2004
BSBA, Business Administration and Management, General
Mitchell Poole's Principal Financial Group Experience 1980 - 1987
Job Financial Advisor at MadisonPoole
Industry Financial Services
Experience
Beneficial Financial Group 1999 - 2009
MONY Financial Services 1987 - 1999
Principal Financial Group 1980 - 1987
Education
Brigham Young University 1974 — 1980
Bachelor's degree, Personal Financial and Estate Planning
Beneficial Financial Group 1999 - 2009
MONY Financial Services 1987 - 1999
Principal Financial Group 1980 - 1987
Education
Brigham Young University 1974 — 1980
Bachelor's degree, Personal Financial and Estate Planning
O'Brien Chin's Principal Financial Group Experience July 2012 - August 2012
Job Sr. Actuarial Assistant
Industry Financial Services
Experience
Mutual of Omaha June 2014 - Present
Buck Consultants August 2013 - June 2014
IABA 2010 - 2013
International Traders of Iowa September 2012 - December 2012
Principal Financial Group July 2012 - August 2012
John Deere Financial February 2011 - August 2011
BSO April 2007 - September 2010
US Navy September 2001 - September 2009
Skills
VBA, Microsoft Office 2007, Risk Management, Statistical Modeling, Financial Modeling, Corptax, Actuarial Science, Actuarial Exams, R, Microsoft Excel, Microsoft Office, Regression Models, Capital Budgeting, Exam P/1 Passed, Exam FM/2 Passed, Access, Data Analysis, Insurance, Statistics
Education
Drake University 2010 — 2012
bachelors, Actuarial Science
Broward College 2008 — 2010
Associate, Actuarial Science
Wolmer's Schools 1996 — 2001
HS Diploma
Mutual of Omaha June 2014 - Present
Buck Consultants August 2013 - June 2014
IABA 2010 - 2013
International Traders of Iowa September 2012 - December 2012
Principal Financial Group July 2012 - August 2012
John Deere Financial February 2011 - August 2011
BSO April 2007 - September 2010
US Navy September 2001 - September 2009
Skills
VBA, Microsoft Office 2007, Risk Management, Statistical Modeling, Financial Modeling, Corptax, Actuarial Science, Actuarial Exams, R, Microsoft Excel, Microsoft Office, Regression Models, Capital Budgeting, Exam P/1 Passed, Exam FM/2 Passed, Access, Data Analysis, Insurance, Statistics
Education
Drake University 2010 — 2012
bachelors, Actuarial Science
Broward College 2008 — 2010
Associate, Actuarial Science
Wolmer's Schools 1996 — 2001
HS Diploma
Cindy Cirksena's Principal Financial Group Experience November 2012 - Present
Job Sr Account Coordinator at Principal Financial Group
Industry Insurance
Experience
Principal Financial Group November 2012 - Present
Willis of Texas January 2011 - February 2012
Principal Financial Group 1993 - 2010
Skills
Disability Insurance, Health Savings Accounts, Health Insurance, 401k, Underwriting, Insurance, Brokers, Employee Benefits, Life Insurance, Term Life Insurance, Series 6, Retirement, Medical Claims, Microsoft Office, Sales Process, Medicare Supplements, Dental Insurance, Vision Insurance
Education
Brookhaven Community College 1998 — 2000
Business
Principal Financial Group November 2012 - Present
Willis of Texas January 2011 - February 2012
Principal Financial Group 1993 - 2010
Skills
Disability Insurance, Health Savings Accounts, Health Insurance, 401k, Underwriting, Insurance, Brokers, Employee Benefits, Life Insurance, Term Life Insurance, Series 6, Retirement, Medical Claims, Microsoft Office, Sales Process, Medicare Supplements, Dental Insurance, Vision Insurance
Education
Brookhaven Community College 1998 — 2000
Business
Lou Flori's Principal Financial Group Experience 2008 - Present
Job Vice President, Capital Markets at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group 2008 - Present
BNY Mellon 1999 - 2008
First Union 1992 - 1999
US Army 1991 - 1999
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1999 — 2001
MBA, Management
Bucknell University 1987 — 1991
BA, Economics and Math
Principal Financial Group 2008 - Present
BNY Mellon 1999 - 2008
First Union 1992 - 1999
US Army 1991 - 1999
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1999 — 2001
MBA, Management
Bucknell University 1987 — 1991
BA, Economics and Math
Phyllis Watts's Principal Financial Group Experience September 2003 - May 2007
Job IT Analyst II at Neovia Logistics
Industry Logistics and Supply Chain
Experience
Neovia Logistics August 2012 - Present
Caterpillar Logistics Inc. May 2007 - July 2012
Principal Financial Group September 2003 - May 2007
Levi Ray & Shoup, Inc May 2000 - January 2003
Advanced Technology Services October 1999 - May 2000
AFFINA March 1992 - December 1999
Caterpillar Inc. May 1990 - January 1992
Skills
COBOL, SQL, HTML, XML, Java, JSP, Visual Basic, .NET, IBM Rational, Crystal Reports, Business Object, Transportation..., Warehouse Management, Group Insurance, Call Center Development, Web Applications, WebSphere Application..., WSAD, Microsoft Office, SQL DB2, Oracle SQL Developer, Microsoft SQL Server, Oracle, Testing
Education
Simpson College 2006 — 2007
Computer Science
Bradley University 1989 — 1990
Traditional Computer Science
Spoon River College 1987 — 1989
Associate's degree, Data Processing
Neovia Logistics August 2012 - Present
Caterpillar Logistics Inc. May 2007 - July 2012
Principal Financial Group September 2003 - May 2007
Levi Ray & Shoup, Inc May 2000 - January 2003
Advanced Technology Services October 1999 - May 2000
AFFINA March 1992 - December 1999
Caterpillar Inc. May 1990 - January 1992
Skills
COBOL, SQL, HTML, XML, Java, JSP, Visual Basic, .NET, IBM Rational, Crystal Reports, Business Object, Transportation..., Warehouse Management, Group Insurance, Call Center Development, Web Applications, WebSphere Application..., WSAD, Microsoft Office, SQL DB2, Oracle SQL Developer, Microsoft SQL Server, Oracle, Testing
Education
Simpson College 2006 — 2007
Computer Science
Bradley University 1989 — 1990
Traditional Computer Science
Spoon River College 1987 — 1989
Associate's degree, Data Processing
Lyn Melgarejo's Principal Financial Group Experience June 2001 - December 2002
Job
Industry Insurance
Experience
Brown & Brown of Florida February 2015 - Present
Brown & Brown Insurance Agency of Virginia November 2013 - February 2015
Rogers Benefit Group January 2007 - January 2013
Robert J. Shafer & Associates March 2003 - January 2007
Principal Financial Group June 2001 - December 2002
InSource Inc. February 1998 - June 2001
Principal Financial Group December 1992 - February 1998
Transamerica March 1990 - December 1992
Skills
Employee Benefits, Disability Insurance, Insurance, Office Management, Brokers, Sales, Marketing, Management, Health Savings Accounts, Claim, Microsoft Word, Microsoft Excel, Customer Service, Health Insurance, Managed Care, Microsoft Outlook, Lotus Notes, Life Insurance, Property & Casualty..., Public Speaking, Teaching, Account Management, Underwriting, Term Life Insurance, Group Insurance, Long-term Care, Critical Illness, Benefits Administration, Retirement Planning, Group Medical
Education
Broward College
General Lines (2-20) - 200 Hours Pre-Licensing Course
Washington School for Secretaries
Administrative Assistant Certification, Executive Assistant/Executive Secretary
Freedom High School
College/University Preparatory and Advanced High School/Secondary Diploma Program
Brown & Brown of Florida February 2015 - Present
Brown & Brown Insurance Agency of Virginia November 2013 - February 2015
Rogers Benefit Group January 2007 - January 2013
Robert J. Shafer & Associates March 2003 - January 2007
Principal Financial Group June 2001 - December 2002
InSource Inc. February 1998 - June 2001
Principal Financial Group December 1992 - February 1998
Transamerica March 1990 - December 1992
Skills
Employee Benefits, Disability Insurance, Insurance, Office Management, Brokers, Sales, Marketing, Management, Health Savings Accounts, Claim, Microsoft Word, Microsoft Excel, Customer Service, Health Insurance, Managed Care, Microsoft Outlook, Lotus Notes, Life Insurance, Property & Casualty..., Public Speaking, Teaching, Account Management, Underwriting, Term Life Insurance, Group Insurance, Long-term Care, Critical Illness, Benefits Administration, Retirement Planning, Group Medical
Education
Broward College
General Lines (2-20) - 200 Hours Pre-Licensing Course
Washington School for Secretaries
Administrative Assistant Certification, Executive Assistant/Executive Secretary
Freedom High School
College/University Preparatory and Advanced High School/Secondary Diploma Program
Mary Haggen's Principal Financial Group Experience March 2013 - Present
Job Sr. Claims Analyst at Principal Financial Group
Industry Insurance
Experience
Principal Financial Group March 2013 - Present
Principal Financial Group January 2012 - March 2013
Principal Financial Group June 2001 - January 2012
Principal Financial Group January 2000 - May 2001
Principal Financial Group August 1996 - January 2000
Education
University of Colorado at Colorado Springs 1999 — 2010
Bachelor of Arts, Economics
Brigham Young University
Principal Financial Group March 2013 - Present
Principal Financial Group January 2012 - March 2013
Principal Financial Group June 2001 - January 2012
Principal Financial Group January 2000 - May 2001
Principal Financial Group August 1996 - January 2000
Education
University of Colorado at Colorado Springs 1999 — 2010
Bachelor of Arts, Economics
Brigham Young University
Michael Ershowsky's Principal Financial Group Experience July 2008 - June 2009
Job Associate at Levi & Korsinsky, LLP
Industry Law Practice
Experience
Levi & Korsinsky, LLP August 2013 - Present
Levi & Korsinsky, LLP January 2013 - May 2013
Brooklyn Law School October 2012 - December 2012
Levi & Korsinsky, LLP April 2012 - August 2012
Hon. Leon Ruchelsman January 2012 - June 2012
Gelfand Law Firm February 2012 - May 2012
United States Postal Service June 2011 - August 2011
Tiferet Torah Institute September 2009 - June 2010
Principal Financial Group July 2008 - June 2009
Klurman Mesivta August 2007 - June 2008
Skills
Legal Research, Courts, Commercial Litigation, Corporate Law, Document Review, Securities Regulation, Litigation, Legal Writing, Motions, Corporate Governance, Civil Litigation, Trials, Appeals, Hearings, Bankruptcy, Class Actions, Westlaw, Lexis, Securities Litigation, Constitutional Law, Litigation Support, Administrative Law, Consumer Law, Criminal Law, LexisNexis
Education
Brooklyn Law School 2010 — 2013
Juris Doctor (J.D.), Certificate in Business Law with Distinction
University of Miami 2002 — 2006
AB, History
Levi & Korsinsky, LLP August 2013 - Present
Levi & Korsinsky, LLP January 2013 - May 2013
Brooklyn Law School October 2012 - December 2012
Levi & Korsinsky, LLP April 2012 - August 2012
Hon. Leon Ruchelsman January 2012 - June 2012
Gelfand Law Firm February 2012 - May 2012
United States Postal Service June 2011 - August 2011
Tiferet Torah Institute September 2009 - June 2010
Principal Financial Group July 2008 - June 2009
Klurman Mesivta August 2007 - June 2008
Skills
Legal Research, Courts, Commercial Litigation, Corporate Law, Document Review, Securities Regulation, Litigation, Legal Writing, Motions, Corporate Governance, Civil Litigation, Trials, Appeals, Hearings, Bankruptcy, Class Actions, Westlaw, Lexis, Securities Litigation, Constitutional Law, Litigation Support, Administrative Law, Consumer Law, Criminal Law, LexisNexis
Education
Brooklyn Law School 2010 — 2013
Juris Doctor (J.D.), Certificate in Business Law with Distinction
University of Miami 2002 — 2006
AB, History
Kari Otto's Principal Financial Group Experience June 2006 - June 2008
Job Graphic Designer at La' James International College
Industry Design
Experience
La' James International College August 2015 - Present
Kustom Graphics, LLC September 2014 - Present
Iowa Central Community College February 2014 - April 2015
Electrolux Major Appliances June 2011 - June 2013
Electrolux Major Appliances March 2010 - June 2011
Electrolux Major Appliances March 2009 - June 2010
Electrolux Major Appliances June 2008 - March 2010
Principal Financial Group June 2006 - June 2008
Skills
Product Development, Competitive Analysis, Marketing Strategy, Product Launch, Cross-functional Team..., Manufacturing, Management, Product Management, Customer Insight, Consumer Products, Supply Chain, Product Evolution, Production Schedules, Transition Planning, Sales Operations, Marketing, Brand Development, Product Marketing, InDesign, Photoshop, Illustrator, Dreamweaver
Education
Iowa Central Community College 2013 — 2015
Associate of Arts and Sciences (AAS), Graphic Design & Web Technology
Buena Vista University 2002 — 2006
Bachelor of Arts (B.A.), International Business
La' James International College August 2015 - Present
Kustom Graphics, LLC September 2014 - Present
Iowa Central Community College February 2014 - April 2015
Electrolux Major Appliances June 2011 - June 2013
Electrolux Major Appliances March 2010 - June 2011
Electrolux Major Appliances March 2009 - June 2010
Electrolux Major Appliances June 2008 - March 2010
Principal Financial Group June 2006 - June 2008
Skills
Product Development, Competitive Analysis, Marketing Strategy, Product Launch, Cross-functional Team..., Manufacturing, Management, Product Management, Customer Insight, Consumer Products, Supply Chain, Product Evolution, Production Schedules, Transition Planning, Sales Operations, Marketing, Brand Development, Product Marketing, InDesign, Photoshop, Illustrator, Dreamweaver
Education
Iowa Central Community College 2013 — 2015
Associate of Arts and Sciences (AAS), Graphic Design & Web Technology
Buena Vista University 2002 — 2006
Bachelor of Arts (B.A.), International Business
Kris McGuffin's Principal Financial Group Experience September 2007 - Present
Job IT Business Analyst, Accounting, Compliance, and Payroll
Industry Financial Services
Experience
Principal Financial Group September 2007 - Present
Principal Financial Group January 1997 - September 2007
Principal Financial Group October 2006 - August 2007
Principal Financial Group September 1995 - January 1997
AMPC, Inc. December 1991 - September 1995
Chesterman Beverage Company December 1990 - September 1991
Skills
Business Objects, Payroll, Accounts Payable, Accounting, Accounts Receivable, General Ledger, Employee Benefits, Testing, Management, Financial Statements, Bank Reconciliation, Business Analysis, Financial Analysis, PeopleSoft, Visio, Analysis, Process Improvement, SharePoint
Education
Briar Cliff University 1987 — 1991
Bachelor of Arts (BA), Accounting
Kuemper High School 1983 — 1987
Principal Financial Group September 2007 - Present
Principal Financial Group January 1997 - September 2007
Principal Financial Group October 2006 - August 2007
Principal Financial Group September 1995 - January 1997
AMPC, Inc. December 1991 - September 1995
Chesterman Beverage Company December 1990 - September 1991
Skills
Business Objects, Payroll, Accounts Payable, Accounting, Accounts Receivable, General Ledger, Employee Benefits, Testing, Management, Financial Statements, Bank Reconciliation, Business Analysis, Financial Analysis, PeopleSoft, Visio, Analysis, Process Improvement, SharePoint
Education
Briar Cliff University 1987 — 1991
Bachelor of Arts (BA), Accounting
Kuemper High School 1983 — 1987
John Zollinger's Principal Financial Group Experience April 1990 - March 1991
Job partner at zollinger cattle co.
Industry Farming
Experience
Zollinger Cattle Company April 1989 - Present
Principal Financial Group April 1990 - March 1991
Skills
Agriculture, Cattle, Real Estate, Ranch, Agribusiness, Farms, Wheat, Sustainable Agriculture
Education
Brigham Young University 1982 — 1986
Bachelor of Science (B.S.), Agricultural Economics and Agronomy
Raft River High School 1979 — 1982
Zollinger Cattle Company April 1989 - Present
Principal Financial Group April 1990 - March 1991
Skills
Agriculture, Cattle, Real Estate, Ranch, Agribusiness, Farms, Wheat, Sustainable Agriculture
Education
Brigham Young University 1982 — 1986
Bachelor of Science (B.S.), Agricultural Economics and Agronomy
Raft River High School 1979 — 1982
The Principal Financial Group
BTG Pactual
HuaTai Securities Co.,Ltd.
Guosen Securities
PFG
Principal Financial
Principle
Fubon Financial Holdings