Principal Financial Group
Industry: Financial investment management company
DescriptionThe Principal Financial Group is a global financial investment management and insurance company headquartered in Des Moines, Iowa. Headquarters: Des Moines, Iowa, United States CEO: Daniel Joseph Houston (18 Aug 2015–) Assets under management: 692.4 billion USD (2017) Subsidiaries: Principal Securities, Inc.,
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Principal Financial Group Employees
Employee
Years
Job
Industry
Teresa Matrisciano Teresa Matrisciano's Principal Financial Group Experience August 2001 - June 2007
Job National Recruiter w/ Bosselman
Industry Human Resources
Experience
KEEP Collectives August 2015 - Present
Bosselman Companies January 2015 - Present
Leadership Tomorrow 2012 - Present
Grand Island Express July 2014 - January 2015
Essential Personnel - Nebraska June 2007 - July 2014
Principal Financial Group August 2001 - June 2007
Sheppard's Business Interiors June 2000 - June 2001
Skills
Recruiting, Human Resources, Training, Employee Benefits, Customer Service, Employee Relations, Leadership, Interviews, Hiring, Interview Preparation, Payroll, Talent Acquisition, Coaching, Resume Writing, Job Descriptions, Insurance, Talent Management, College Recruiting, New Hire Orientations, Benefits Administration, Applicant Tracking..., Time Management, Deferred Compensation, Professional Staffing, Social Networking, Employee Training, Leadership Development, Workforce Planning, Internet Recruiting, Performance Management, Career Development, Screening Resumes, Contract Recruitment, Behavioral Interviewing, Succession Planning, Personnel Management, Cold Calling, Permanent Placement, Job Coaching, Executive Search, Recruitment Advertising, Onboarding, Job Fairs, Staff Mentoring, Client Relationship..., Risk Management, Driver Retention, Social Media Marketing, Online Marketing, Labor Relations
Education
Southeast Community College 1992 — 1994
Associate's degree
Lincoln East High School 1988 — 1992
High School
KEEP Collectives August 2015 - Present
Bosselman Companies January 2015 - Present
Leadership Tomorrow 2012 - Present
Grand Island Express July 2014 - January 2015
Essential Personnel - Nebraska June 2007 - July 2014
Principal Financial Group August 2001 - June 2007
Sheppard's Business Interiors June 2000 - June 2001
Skills
Recruiting, Human Resources, Training, Employee Benefits, Customer Service, Employee Relations, Leadership, Interviews, Hiring, Interview Preparation, Payroll, Talent Acquisition, Coaching, Resume Writing, Job Descriptions, Insurance, Talent Management, College Recruiting, New Hire Orientations, Benefits Administration, Applicant Tracking..., Time Management, Deferred Compensation, Professional Staffing, Social Networking, Employee Training, Leadership Development, Workforce Planning, Internet Recruiting, Performance Management, Career Development, Screening Resumes, Contract Recruitment, Behavioral Interviewing, Succession Planning, Personnel Management, Cold Calling, Permanent Placement, Job Coaching, Executive Search, Recruitment Advertising, Onboarding, Job Fairs, Staff Mentoring, Client Relationship..., Risk Management, Driver Retention, Social Media Marketing, Online Marketing, Labor Relations
Education
Southeast Community College 1992 — 1994
Associate's degree
Lincoln East High School 1988 — 1992
High School
Linda Hunter Naab Linda Hunter Naab's Principal Financial Group Experience April 1994 - September 2002
Job Manager Institutional Business Development
Industry Financial Services
Experience
Ascensus (formerly BISYS Retirement Services) January 2006 - Present
DST Systems October 2004 - January 2006
Deloitte Consulting September 2002 - October 2004
Principal Financial Group April 1994 - September 2002
Education
Simpson University 1989 — 1994
BA, Physical Education
Ascensus (formerly BISYS Retirement Services) January 2006 - Present
DST Systems October 2004 - January 2006
Deloitte Consulting September 2002 - October 2004
Principal Financial Group April 1994 - September 2002
Education
Simpson University 1989 — 1994
BA, Physical Education
Sally Johnson Sally Johnson's Principal Financial Group Experience January 2010 - Present
Job Vice President Sales & Marketing at WealthPlan Advisors
Industry Financial Services
Experience
Wealth Plan Advisors August 2014 - Present
Principal Financial Group January 2010 - Present
Principal Financial Group May 2001 - January 2010
Principal Global Investors February 1999 - May 2001
Skills
401k, Retirement, Investments, Retirement Planning, Management, Marketing Strategy, Marketing Communications, Marketing, Financial Services, Asset Allocation, Defined Benefit
Education
Simpson College 1994 — 1998
Bachelor's Degree, College of Business
Wealth Plan Advisors August 2014 - Present
Principal Financial Group January 2010 - Present
Principal Financial Group May 2001 - January 2010
Principal Global Investors February 1999 - May 2001
Skills
401k, Retirement, Investments, Retirement Planning, Management, Marketing Strategy, Marketing Communications, Marketing, Financial Services, Asset Allocation, Defined Benefit
Education
Simpson College 1994 — 1998
Bachelor's Degree, College of Business
Laureen McGuire's Principal Financial Group Experience 1992 - 1996
Job Vice President at Greystone Communities
Industry Management Consulting
Experience
Greystone Communities April 2008 - Present
Village Shalom Inc. 2006 - 2008
Parkside Meadows, Inc. 2004 - 2006
American Express Incentive Services 2001 - 2004
Corporate Express Promotional Marketing 1998 - 2001
American Games Inc. 1996 - 1998
Principal Financial Group 1992 - 1996
Skills
Market Planning, Marketing Strategy, Marketing Communications, New Business Development, Strategic Planning, Sales Management, Direct Sales, Product Marketing, Marketing Management, Team Building, Marketing, Training, Public Relations, Leadership, Sales
Education
Southern Illinois University, Edwardsville 1999 — 2001
MBA
University of Nebraska at Omaha 1986 — 1991
BS, Marketing Major, MIS MInor
North Winneshiek High School
Greystone Communities April 2008 - Present
Village Shalom Inc. 2006 - 2008
Parkside Meadows, Inc. 2004 - 2006
American Express Incentive Services 2001 - 2004
Corporate Express Promotional Marketing 1998 - 2001
American Games Inc. 1996 - 1998
Principal Financial Group 1992 - 1996
Skills
Market Planning, Marketing Strategy, Marketing Communications, New Business Development, Strategic Planning, Sales Management, Direct Sales, Product Marketing, Marketing Management, Team Building, Marketing, Training, Public Relations, Leadership, Sales
Education
Southern Illinois University, Edwardsville 1999 — 2001
MBA
University of Nebraska at Omaha 1986 — 1991
BS, Marketing Major, MIS MInor
North Winneshiek High School
Rhonda Harris's Principal Financial Group Experience September 2011 - August 2012
Job Office Administrative Supervisor at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. July 2014 - Present
Dell Services October 2012 - July 2014
Principal Financial Group September 2011 - August 2012
Ameritas Investment Corp. February 2005 - March 2011
Morgan Stanley (formerly Smith Barney) June 2000 - November 2004
Skills
Financial Services, Customer Service, Investments, Securities, Mutual Funds, Series 7, Series 66, FINRA, Securities Compliance, Asset Managment, IRAs, Strategic Financial..., Retirement Planning, 457 Plans, 403(b) Plans, 401(k) Plans, Equities, Equity Indexed Annuities, Corporate Bonds, Municipal Bonds, Organization, Variable Annuities
Education
Southeast Community College 1992 — 1995
Business Administration - Investment Management, 3.674 GPA
Robert W. Baird & Co. July 2014 - Present
Dell Services October 2012 - July 2014
Principal Financial Group September 2011 - August 2012
Ameritas Investment Corp. February 2005 - March 2011
Morgan Stanley (formerly Smith Barney) June 2000 - November 2004
Skills
Financial Services, Customer Service, Investments, Securities, Mutual Funds, Series 7, Series 66, FINRA, Securities Compliance, Asset Managment, IRAs, Strategic Financial..., Retirement Planning, 457 Plans, 403(b) Plans, 401(k) Plans, Equities, Equity Indexed Annuities, Corporate Bonds, Municipal Bonds, Organization, Variable Annuities
Education
Southeast Community College 1992 — 1995
Business Administration - Investment Management, 3.674 GPA
David Kreutzman David Kreutzman's Principal Financial Group Experience March 2010 - Present
Job Assistant Director, Corporate Treasury at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group March 2010 - Present
Principal Financial Group January 2007 - March 2010
Wells Fargo September 2005 - January 2007
Wells Fargo May 2002 - September 2005
Wells Fargo November 2000 - May 2002
Wells Fargo June 1999 - November 2000
Education
Southeast Missouri State University 1983 — 1987
Bachelor of Business Administration (BBA), Accounting
Principal Financial Group March 2010 - Present
Principal Financial Group January 2007 - March 2010
Wells Fargo September 2005 - January 2007
Wells Fargo May 2002 - September 2005
Wells Fargo November 2000 - May 2002
Wells Fargo June 1999 - November 2000
Education
Southeast Missouri State University 1983 — 1987
Bachelor of Business Administration (BBA), Accounting
Brian Maloy Brian Maloy's Principal Financial Group Experience October 2012 - Present
Job Individual and Small Business Financial Specialist at MRCT SmartBenefits™
Industry Financial Services
Experience
MRCT SmartBenefits™ March 2014 - Present
Principal Financial Group October 2012 - Present
Skills
401k, Fixed Annuities, Asset Allocation, 403 b, SEP IRA, Simple IRA, Variable Annuities, College Funding..., Disability Insurance, Estate Planning, Financial Needs Analysis, Income Protection, IRAs, Mutual Funds, Survivor Income, Wealth Accumulation, Term Life Insurance, Universal Life Insurance, Life Insurance, Retirement Planning, Leadership, Sales, Advertising, Entrepreneurship
Education
Southwest Baptist University 2010 — 2013
Master of Business Administration, Marketing & Management
Southwest Baptist University 2004 — 2008
Bachelor of Science Degree, Business Administration; Marketing and Management
MRCT SmartBenefits™ March 2014 - Present
Principal Financial Group October 2012 - Present
Skills
401k, Fixed Annuities, Asset Allocation, 403 b, SEP IRA, Simple IRA, Variable Annuities, College Funding..., Disability Insurance, Estate Planning, Financial Needs Analysis, Income Protection, IRAs, Mutual Funds, Survivor Income, Wealth Accumulation, Term Life Insurance, Universal Life Insurance, Life Insurance, Retirement Planning, Leadership, Sales, Advertising, Entrepreneurship
Education
Southwest Baptist University 2010 — 2013
Master of Business Administration, Marketing & Management
Southwest Baptist University 2004 — 2008
Bachelor of Science Degree, Business Administration; Marketing and Management
David Deragisch David Deragisch's Principal Financial Group Experience November 2013 - Present
Job Managing Director at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group November 2013 - Present
Principal Financial Group January 2013 - October 2013
Principal Financial Group June 2012 - January 2013
Public Education 1983 - 2012
Skills
401k, Fixed Annuities, Variable Annuities, Executive Benefit..., Long Term Care Insurance, Informal Business..., Life Insurance, Disability Income..., Disability Insurance
Education
South Dakota State University 1987 — 1989
University of Sioux Falls 1979 — 1983
Principal Financial Group November 2013 - Present
Principal Financial Group January 2013 - October 2013
Principal Financial Group June 2012 - January 2013
Public Education 1983 - 2012
Skills
401k, Fixed Annuities, Variable Annuities, Executive Benefit..., Long Term Care Insurance, Informal Business..., Life Insurance, Disability Income..., Disability Insurance
Education
South Dakota State University 1987 — 1989
University of Sioux Falls 1979 — 1983
Ken Babb Ken Babb's Principal Financial Group Experience 1993 - 1996
Job Retired IBM Distinguished Engineer, Information Management, Software Group at IBM
Industry Telecommunications
Experience
IBM July 2013 - July 2014
IBM April 1996 - July 2014
Principal Financial Group 1993 - 1996
US Navy October 1983 - September 1993
Skills
Application Architecture, Enterprise Architecture, IT Strategy, Solution Architecture, SaaS, Business Intelligence, Business Strategy, Architecture, SOA, TOGAF, Telecommunications, Cloud Computing, Virtualization, PaaS, Technical Architecture, Integration, Enterprise Software, System Architecture, Leadership, Middleware, Agile Methodologies, ESB, EAI, IT Management, Pre-sales, Software Project..., SDLC, Websphere, Technical Leadership, High Availability, Architectures
Education
Southern Illinois University, Carbondale 1987 — 1991
IBM July 2013 - July 2014
IBM April 1996 - July 2014
Principal Financial Group 1993 - 1996
US Navy October 1983 - September 1993
Skills
Application Architecture, Enterprise Architecture, IT Strategy, Solution Architecture, SaaS, Business Intelligence, Business Strategy, Architecture, SOA, TOGAF, Telecommunications, Cloud Computing, Virtualization, PaaS, Technical Architecture, Integration, Enterprise Software, System Architecture, Leadership, Middleware, Agile Methodologies, ESB, EAI, IT Management, Pre-sales, Software Project..., SDLC, Websphere, Technical Leadership, High Availability, Architectures
Education
Southern Illinois University, Carbondale 1987 — 1991
Lori Pritchard Lori Pritchard's Principal Financial Group Experience May 2009 - Present
Job Senior Marketing Coordinator at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group May 2009 - Present
Target September 2005 - May 2009
Education
University of Nebraska-Lincoln 2007 — 2009
Bachelor of Science in Business Administration
Consortium Institute of Management and Business Administration
Paderno del Grappa, Italy
Southeast Community College 2005 — 2006
Academic Transfer Program
Principal Financial Group May 2009 - Present
Target September 2005 - May 2009
Education
University of Nebraska-Lincoln 2007 — 2009
Bachelor of Science in Business Administration
Consortium Institute of Management and Business Administration
Paderno del Grappa, Italy
Southeast Community College 2005 — 2006
Academic Transfer Program
Stephanie Gunn's Principal Financial Group Experience March 1998 - September 1999
Job Administrative Assistant at National Pork Board
Industry Primary/Secondary Education
Experience
National Pork Board October 2013 - Present
Ankeny Community School Foundation January 2004 - Present
Uppercase Living March 2007 - July 2014
SLG Translating August 2004 - Present
The Longaberger Company 2002 - Present
Ankeny Community School District August 2009 - September 2013
Ankeny Community Schools September 2005 - May 2010
Ankeny Community Schools October 2006 - August 2009
Principal Financial Group March 1998 - September 1999
Principal Residential Mortgage July 1996 - March 1998
Skills
Customer Service, Fundraising, Budgets, Teaching, Event Planning, PowerPoint, Public Speaking, Newsletters, Spanish, Public Relations, Microsoft Excel, Microsoft Word, Supervision, Executive Level..., Mortgage Servicing, Spanish-speaking, Call Centers, Call Center, Presentation Development, Minute Taking, Problem Solving, Time Management, Organization, Management, Leadership
Education
South Dakota State University 1985 — 1989
BA, Spanish
National Pork Board October 2013 - Present
Ankeny Community School Foundation January 2004 - Present
Uppercase Living March 2007 - July 2014
SLG Translating August 2004 - Present
The Longaberger Company 2002 - Present
Ankeny Community School District August 2009 - September 2013
Ankeny Community Schools September 2005 - May 2010
Ankeny Community Schools October 2006 - August 2009
Principal Financial Group March 1998 - September 1999
Principal Residential Mortgage July 1996 - March 1998
Skills
Customer Service, Fundraising, Budgets, Teaching, Event Planning, PowerPoint, Public Speaking, Newsletters, Spanish, Public Relations, Microsoft Excel, Microsoft Word, Supervision, Executive Level..., Mortgage Servicing, Spanish-speaking, Call Centers, Call Center, Presentation Development, Minute Taking, Problem Solving, Time Management, Organization, Management, Leadership
Education
South Dakota State University 1985 — 1989
BA, Spanish
Brian Brandt's Principal Financial Group Experience February 2005 - Present
Job Regional Managing Director
Industry Financial Services
Experience
Principal Financial Group February 2005 - Present
New England Financial May 2001 - February 2005
Prudential 1995 - 2001
Education
The American College 1997 — 2006
Chartered Leadership Fellow, Chartered Financial Consultant, Chartered Life Underwriter
Simpson College 1991 — 1995
Bachelor of Arts (B.A.), Economics / Finance
Principal Financial Group February 2005 - Present
New England Financial May 2001 - February 2005
Prudential 1995 - 2001
Education
The American College 1997 — 2006
Chartered Leadership Fellow, Chartered Financial Consultant, Chartered Life Underwriter
Simpson College 1991 — 1995
Bachelor of Arts (B.A.), Economics / Finance
Clint Grose Clint Grose's Principal Financial Group Experience January 1999 - September 2001
Job Customer Service Representative at HP Enterprise Services
Industry Information Technology and Services
Experience
HP Enterprise Services May 2013 - Present
Clintek Computers, LLC. August 2012 - Present
HP Enterprise Services April 2009 - July 2012
Network Solutions Plus, Inc September 2005 - January 2009
PRECISE SYSTEMS, INC November 2002 - April 2005
PUGET SOUND BUSINESS SYSTEMS, INC September 2001 - March 2002
Principal Financial Group January 1999 - September 2001
Skills
CompTIA Security +..., Windows Server 2003..., Windows Server 2008..., Windows XP/Vista/7, Mac OS X, Exchange Server, Symantec Backup Exec, Yosemite Backup, Symantec Antivirus..., , Barracuda Spam..., Microsoft Office, Routers, Switches, VPNs, AMX
Education
Southwestern Community College 1993 — 1995
Associate of Applied Science, Electronics
Orient-Macksburg High School
HP Enterprise Services May 2013 - Present
Clintek Computers, LLC. August 2012 - Present
HP Enterprise Services April 2009 - July 2012
Network Solutions Plus, Inc September 2005 - January 2009
PRECISE SYSTEMS, INC November 2002 - April 2005
PUGET SOUND BUSINESS SYSTEMS, INC September 2001 - March 2002
Principal Financial Group January 1999 - September 2001
Skills
CompTIA Security +..., Windows Server 2003..., Windows Server 2008..., Windows XP/Vista/7, Mac OS X, Exchange Server, Symantec Backup Exec, Yosemite Backup, Symantec Antivirus..., , Barracuda Spam..., Microsoft Office, Routers, Switches, VPNs, AMX
Education
Southwestern Community College 1993 — 1995
Associate of Applied Science, Electronics
Orient-Macksburg High School
Christopher Isabell Christopher Isabell's Principal Financial Group Experience 2000 - 2004
Job Investment Advisor at Great Pacific Wealth Management
Industry Financial Services
Experience
Great Pacific Wealth Management February 2013 - Present
Rogue Advisors LLC November 2004 - February 2013
Rogue Advisors LLC November 2004 - February 2013
Principal Financial Group 2000 - 2004
Skills
Fiduciary Management, Pension Consultation, Qualified Retirement..., Business Planning, Retirement Planning, Retirement, IRAs, Profit Sharing, Investment Management, 401k, Investment Advisory, Series 7, Asset Allocation, ERISA, Defined Benefit, Mutual Funds, Estate Planning, Wealth Management, 401k Rollovers, 403 b, Pensions, Investment Strategies, Retirement Plan..., Defined Contribution
Education
The American College 1998 — 2001
Certified Financial Planning
Southern Oregon University 1993 — 1996
History
Grants Pass High School 1983 — 1987
HS Diploma
Great Pacific Wealth Management February 2013 - Present
Rogue Advisors LLC November 2004 - February 2013
Rogue Advisors LLC November 2004 - February 2013
Principal Financial Group 2000 - 2004
Skills
Fiduciary Management, Pension Consultation, Qualified Retirement..., Business Planning, Retirement Planning, Retirement, IRAs, Profit Sharing, Investment Management, 401k, Investment Advisory, Series 7, Asset Allocation, ERISA, Defined Benefit, Mutual Funds, Estate Planning, Wealth Management, 401k Rollovers, 403 b, Pensions, Investment Strategies, Retirement Plan..., Defined Contribution
Education
The American College 1998 — 2001
Certified Financial Planning
Southern Oregon University 1993 — 1996
History
Grants Pass High School 1983 — 1987
HS Diploma
Chris Isabell's Principal Financial Group Experience 2000 - 2004
Job President at iSecure Inc
Industry Information Services
Experience
iSecure Inc. 2005 - Present
Great Pacific Wealth Managment February 2013 - Present
Mid Rogue Health Plan / CareSource September 2010 - September 2013
The National Association for Information Destruction, Inc. (NAID) April 2011 - March 2013
Rogue Advisors, LLC 2004 - 2013
The National Association for Information Destruction, Inc. (NAID) April 2006 - March 2008
Principal Financial Group 2000 - 2004
D 1/186 Inf. Oregon Army National Guard May 1986 - November 1999
Skills
Information Security, Strategic Planning, Account Management, Team Building, New Business Development, Small Business, Cold Calling, Selling, Customer Service, Sales Management, Document Management, Salesforce.com
Education
Southern Oregon University 1993 — 1996
History
The American College 1998 — 2001
Certified Financial Planning
iSecure Inc. 2005 - Present
Great Pacific Wealth Managment February 2013 - Present
Mid Rogue Health Plan / CareSource September 2010 - September 2013
The National Association for Information Destruction, Inc. (NAID) April 2011 - March 2013
Rogue Advisors, LLC 2004 - 2013
The National Association for Information Destruction, Inc. (NAID) April 2006 - March 2008
Principal Financial Group 2000 - 2004
D 1/186 Inf. Oregon Army National Guard May 1986 - November 1999
Skills
Information Security, Strategic Planning, Account Management, Team Building, New Business Development, Small Business, Cold Calling, Selling, Customer Service, Sales Management, Document Management, Salesforce.com
Education
Southern Oregon University 1993 — 1996
History
The American College 1998 — 2001
Certified Financial Planning
Susan J. Edwards, CLU, ChFC, CASL Susan J. Edwards, CLU, ChFC, CASL's Principal Financial Group Experience May 1983 - January 1994
Job President/Owner at First Resource Insurance Services, Inc.
Industry Insurance
Experience
First Resource Insurance Services, Inc. 1994 - Present
The Argyle Group 1995 - Present
Principal Financial Group May 1983 - January 1994
Skills
Fixed Annuities, Disability Insurance, Insurance, Long-term Care, Term Life Insurance, Brokers, Whole Life, Employee Benefits, Strategic Planning, Sales, IRAs, Universal Life, Life Insurance, Retirement Planning, Retirement, 401k, Estate Planning, Marketing Communications, Small Business, General Insurance, Critical Illness, Sales Management, Financial Planners, Account Management, Business Planning, Accident, Mutual Funds, 401k Rollovers, Team Building, Homeowners, Customer Service, Strategic Financial..., Liability, Commercial Lines, Long Term Care Insurance, Public Speaking, Legal Liability, Workers Compensation, New Business Development, Wealth, Pensions, Medicare, Casualty, Marketing, Roth IRA
Education
The American College 1997 — 2012
CLU, ChFC, & CASL, Estate Planning, Finance, Retirement Planning, General Insurance
Southwestern College 1977 — 1978
Some College, Business Administration and Management, General
Chula Vista High School 1974 — 1976
Diploma, Business/Commerce, General
First Resource Insurance Services, Inc. 1994 - Present
The Argyle Group 1995 - Present
Principal Financial Group May 1983 - January 1994
Skills
Fixed Annuities, Disability Insurance, Insurance, Long-term Care, Term Life Insurance, Brokers, Whole Life, Employee Benefits, Strategic Planning, Sales, IRAs, Universal Life, Life Insurance, Retirement Planning, Retirement, 401k, Estate Planning, Marketing Communications, Small Business, General Insurance, Critical Illness, Sales Management, Financial Planners, Account Management, Business Planning, Accident, Mutual Funds, 401k Rollovers, Team Building, Homeowners, Customer Service, Strategic Financial..., Liability, Commercial Lines, Long Term Care Insurance, Public Speaking, Legal Liability, Workers Compensation, New Business Development, Wealth, Pensions, Medicare, Casualty, Marketing, Roth IRA
Education
The American College 1997 — 2012
CLU, ChFC, & CASL, Estate Planning, Finance, Retirement Planning, General Insurance
Southwestern College 1977 — 1978
Some College, Business Administration and Management, General
Chula Vista High School 1974 — 1976
Diploma, Business/Commerce, General
Scott Buckley Scott Buckley's Principal Financial Group Experience 1992 - 1996
Job IT Supervisor at ITAGroup
Industry Computer Networking
Experience
ITAGroup Sales EngineerMidwest Document SystemsFebruary 2000 - January 2001
Agricredit Acceptance LLC October 1998 - February 2000
The Wittern Group January 1996 - October 1998
Principal Financial Group 1992 - 1996
Skills
Disaster Recovery, Networking, VMware, Microsoft SQL Server, Data Center, Microsoft Exchange, Windows Server, IT Management, IIS, Windows 7
Education
Simpson College
Bachelor of Arts (BA), Computer Science
ITAGroup Sales EngineerMidwest Document SystemsFebruary 2000 - January 2001
Agricredit Acceptance LLC October 1998 - February 2000
The Wittern Group January 1996 - October 1998
Principal Financial Group 1992 - 1996
Skills
Disaster Recovery, Networking, VMware, Microsoft SQL Server, Data Center, Microsoft Exchange, Windows Server, IT Management, IIS, Windows 7
Education
Simpson College
Bachelor of Arts (BA), Computer Science
Bizal Wendy Bizal Wendy's Principal Financial Group Experience March 2012 - Present
Job Sales Support Specialist at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group March 2012 - Present
Epworth Villa 2008 - 2012
Skills
Strategic Planning, Negotiation
Education
Southern Nazarene University 2005 — 2007
Bachelor of Applied Science (B.A.Sc.), Family Studies & Gerontology
University of Oklahoma 1987 — 1989
Principal Financial Group March 2012 - Present
Epworth Villa 2008 - 2012
Skills
Strategic Planning, Negotiation
Education
Southern Nazarene University 2005 — 2007
Bachelor of Applied Science (B.A.Sc.), Family Studies & Gerontology
University of Oklahoma 1987 — 1989
Shannon Detroit Shannon Detroit's Principal Financial Group Experience October 2000 - October 2002
Job Regional Vice President Central Region at ACE Private Risk Services
Industry Insurance
Experience
ACE Private Risk Services August 2014 - Present
ACE Group May 2013 - August 2014
ACE Group August 2010 - August 2014
Chubb November 2002 - April 2010
Principal Financial Group October 2000 - October 2002
Fireman Fund Insurance Company October 1997 - October 2000
United States Air Force 1987 - 1990
Skills
New Business Development, Marketing Strategy, Sales Management, Team Building, Agency Relations, Negotiation, Customer Service, Segmentation, Financial Analysis, Integrated Marketing, Brand Communication, Training, Strategic Planning, Strategic Alliances, Underwriting, Leadership, Marketing, Management, Budgets, Insurance, Property & Casualty..., Sales Operations, Sales, Risk Management, Commercial Insurance, Strategy
Education
West Virginia University 2006 — 2009
Masters of Science, Integrated Marketing Communications
Southern Oregon University 1990 — 1993
Bachelor of Science, Business Administration with concentration in Marketing
ACE Private Risk Services August 2014 - Present
ACE Group May 2013 - August 2014
ACE Group August 2010 - August 2014
Chubb November 2002 - April 2010
Principal Financial Group October 2000 - October 2002
Fireman Fund Insurance Company October 1997 - October 2000
United States Air Force 1987 - 1990
Skills
New Business Development, Marketing Strategy, Sales Management, Team Building, Agency Relations, Negotiation, Customer Service, Segmentation, Financial Analysis, Integrated Marketing, Brand Communication, Training, Strategic Planning, Strategic Alliances, Underwriting, Leadership, Marketing, Management, Budgets, Insurance, Property & Casualty..., Sales Operations, Sales, Risk Management, Commercial Insurance, Strategy
Education
West Virginia University 2006 — 2009
Masters of Science, Integrated Marketing Communications
Southern Oregon University 1990 — 1993
Bachelor of Science, Business Administration with concentration in Marketing
Scott Patterson, FLMI Scott Patterson, FLMI's Principal Financial Group Experience October 2013 - Present
Job Director, Alliance Management and Field Development at Principal Financial Group
Industry Insurance
Experience
Principal Financial Group October 2013 - Present
Principal Financial Group 2007 - October 2013
Principal Financial Group March 2001 - July 2007
American United Life/One America March 1997 - February 2001
Principal Financial Group June 1994 - March 1997
Skills
Insurance, Training Delivery, Presentations, Team Leadership, Leadership Development, Group Benefit Plans, Employee Benefits, Voluntary Employee..., Management, Leadership, Disability Insurance, Strategy, Sales Operations, Training, Underwriting, Sales, Dentistry, 401k
Education
Simpson College 1990 — 1994
BA, Management
Principal Financial Group October 2013 - Present
Principal Financial Group 2007 - October 2013
Principal Financial Group March 2001 - July 2007
American United Life/One America March 1997 - February 2001
Principal Financial Group June 1994 - March 1997
Skills
Insurance, Training Delivery, Presentations, Team Leadership, Leadership Development, Group Benefit Plans, Employee Benefits, Voluntary Employee..., Management, Leadership, Disability Insurance, Strategy, Sales Operations, Training, Underwriting, Sales, Dentistry, 401k
Education
Simpson College 1990 — 1994
BA, Management
Winston Nguyen Winston Nguyen's Principal Financial Group Experience April 2010 - April 2012
Job VP/ Commercial Lending Officer at SouthWestern National Bank
Industry Banking
Experience
SouthWestern National Bank August 2013 - Present
PacTrust Bank April 2012 - August 2013
Principal Financial Group April 2010 - April 2012
Saigon National Bank January 2007 - December 2009
Skills
Loans, Commercial Lending, Commercial Banking, Credit, Portfolio Management, Lines Of Credit, Underwriting, SBA, Banking, Commercial Mortgages, Small Business Lending, Asset Based Lending, Credit Analysis, Cash Flow, Financial Risk, Mortgage Lending, Loan Origination, Treasury Management, Credit Risk, Consumer Lending, Retail Banking, Corporate Finance, Wealth Management, Relationship Management, Financial Analysis, Cash Management, Investments, Finance, Construction Loans, Branch Banking, Risk Management, Trade Finance, Financial Structuring, Capital Markets, Refinance, Private Banking, Financial Institutions, Funding, Structured Finance, Mortgage Banking, Real Estate Financing, Real Estate Economics, Mortgage Underwriting, Commercial Real Estate, Residential Mortgages, FHA
Education
Keller Graduate School of Management 1999 — 2002
MBA, Finance
Southern Methodist University - Cox School of Business
SouthWestern National Bank August 2013 - Present
PacTrust Bank April 2012 - August 2013
Principal Financial Group April 2010 - April 2012
Saigon National Bank January 2007 - December 2009
Skills
Loans, Commercial Lending, Commercial Banking, Credit, Portfolio Management, Lines Of Credit, Underwriting, SBA, Banking, Commercial Mortgages, Small Business Lending, Asset Based Lending, Credit Analysis, Cash Flow, Financial Risk, Mortgage Lending, Loan Origination, Treasury Management, Credit Risk, Consumer Lending, Retail Banking, Corporate Finance, Wealth Management, Relationship Management, Financial Analysis, Cash Management, Investments, Finance, Construction Loans, Branch Banking, Risk Management, Trade Finance, Financial Structuring, Capital Markets, Refinance, Private Banking, Financial Institutions, Funding, Structured Finance, Mortgage Banking, Real Estate Financing, Real Estate Economics, Mortgage Underwriting, Commercial Real Estate, Residential Mortgages, FHA
Education
Keller Graduate School of Management 1999 — 2002
MBA, Finance
Southern Methodist University - Cox School of Business
Joel Heffren's Principal Financial Group Experience May 2012 - February 2015
Job Territory Sales Manager at Skilled Wound Care
Industry Financial Services
Experience
Skilled Wound Care April 2015 - Present
Principal Financial Group May 2012 - February 2015
Merrill Lynch December 2010 - May 2012
Bank of America Home Loans May 2009 - November 2010
Wells Fargo August 2005 - April 2009
Wells Fargo Financial March 2002 - August 2005
Skills
Series 7, Wealth Management, Consumer Lending, Retirement Planning, Mortgage, Mutual Funds, Reporting & Analysis, Portfolio Management, Securities, Options, Asset Management, Retirement, Financial Planning, Credit, Mortgage Banking, Equities, Banking, Asset, Investments, Fixed Income, Loans, Deposits, Series 66, Retail Banking, Cash Management, Insurance, Risk Management, Credit Risk, Ad Hoc Reporting, Derivatives, Credit Cards, Risk, Defined Benefit, Technical Analysis, Funding, Investment Banking, Bloomberg, Business Relationship..., Financial Markets, Financial Analysis, Capital Markets, Estate Planning, Pensions, Trading, Structured Products, Asset Allocation, Financial Modeling, Long Term Care, AML
Education
Sonoma State University 1996 — 2000
Business, Business and Finance
Skilled Wound Care April 2015 - Present
Principal Financial Group May 2012 - February 2015
Merrill Lynch December 2010 - May 2012
Bank of America Home Loans May 2009 - November 2010
Wells Fargo August 2005 - April 2009
Wells Fargo Financial March 2002 - August 2005
Skills
Series 7, Wealth Management, Consumer Lending, Retirement Planning, Mortgage, Mutual Funds, Reporting & Analysis, Portfolio Management, Securities, Options, Asset Management, Retirement, Financial Planning, Credit, Mortgage Banking, Equities, Banking, Asset, Investments, Fixed Income, Loans, Deposits, Series 66, Retail Banking, Cash Management, Insurance, Risk Management, Credit Risk, Ad Hoc Reporting, Derivatives, Credit Cards, Risk, Defined Benefit, Technical Analysis, Funding, Investment Banking, Bloomberg, Business Relationship..., Financial Markets, Financial Analysis, Capital Markets, Estate Planning, Pensions, Trading, Structured Products, Asset Allocation, Financial Modeling, Long Term Care, AML
Education
Sonoma State University 1996 — 2000
Business, Business and Finance
Phil Lukins Phil Lukins's Principal Financial Group Experience February 1997 - March 2010
Job Vice President, Sales at Time Financial
Industry Financial Services
Experience
Time Financial 2010 - Present
Hartford Life 2010 - 2012
New York Life Insurance Company April 2010 - July 2010
Principal Financial Group February 1997 - March 2010
Education
Southern Oregon University 1978 — 1982
Bachelor of Science, Business-Marketing and Management
Time Financial 2010 - Present
Hartford Life 2010 - 2012
New York Life Insurance Company April 2010 - July 2010
Principal Financial Group February 1997 - March 2010
Education
Southern Oregon University 1978 — 1982
Bachelor of Science, Business-Marketing and Management
Scott Schumacher Scott Schumacher's Principal Financial Group Experience June 1994 - Present
Job IT Consulting Architect at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group June 1994 - Present
Immanuel United Methodist Church 2006 - Present
Skills
Architecture, SDLC, Business Analysis, Business Process..., Process Improvement, Document Imaging, Agile Methodologies, Application Architecture, Insurance, SOA, Project Management, Requirements Analysis, Visio, SQL, Management, Vendor Management, Java, IT Strategy, SharePoint, Business Requirements, Requirements Gathering
Education
Simpson College 1990 — 1994
BA, Computer Science, Music
Principal Financial Group June 1994 - Present
Immanuel United Methodist Church 2006 - Present
Skills
Architecture, SDLC, Business Analysis, Business Process..., Process Improvement, Document Imaging, Agile Methodologies, Application Architecture, Insurance, SOA, Project Management, Requirements Analysis, Visio, SQL, Management, Vendor Management, Java, IT Strategy, SharePoint, Business Requirements, Requirements Gathering
Education
Simpson College 1990 — 1994
BA, Computer Science, Music
Michelle Hendrickson Michelle Hendrickson's Principal Financial Group Experience October 2013 - Present
Job Administrative Assistant at Principal Financial Group
Industry Government Administration
Experience
Principal Financial Group October 2013 - Present
State of Nebraska - Nebraska Board of Engineers & Architects January 2010 - October 2013
State of Nebraska - Department of Administrative Services August 2009 - December 2009
Skills
Policy, Community Outreach
Education
Southeast Community College 2011 — 2012
Associate's Degree, Business Administration
Principal Financial Group October 2013 - Present
State of Nebraska - Nebraska Board of Engineers & Architects January 2010 - October 2013
State of Nebraska - Department of Administrative Services August 2009 - December 2009
Skills
Policy, Community Outreach
Education
Southeast Community College 2011 — 2012
Associate's Degree, Business Administration
Michaeline Fraser Michaeline Fraser's Principal Financial Group Experience June 2014 - July 2014
Job Third Party Distribution Intern at Principal Global Investors
Industry Financial Services
Experience
Principal Financial Group June 2014 - July 2014
Stubblefield Ventures September 2013 - May 2014
Dominion Virginia Power May 2011 - August 2011
Modern Art June 2010 - July 2011
U.S. Geological Survey (USGS) September 2010 - May 2011
Skills
Data Analysis, Research, Six Sigma, Microsoft Excel, Microsoft Word, Social Networking, Public Speaking, Integration, Policy, Analysis, Nonprofits, Community Outreach
Education
Spelman College 2011 — 2015
Bachelor of Arts (B.A.), Economics & Management & Organization, 3.0
Principal Financial Group June 2014 - July 2014
Stubblefield Ventures September 2013 - May 2014
Dominion Virginia Power May 2011 - August 2011
Modern Art June 2010 - July 2011
U.S. Geological Survey (USGS) September 2010 - May 2011
Skills
Data Analysis, Research, Six Sigma, Microsoft Excel, Microsoft Word, Social Networking, Public Speaking, Integration, Policy, Analysis, Nonprofits, Community Outreach
Education
Spelman College 2011 — 2015
Bachelor of Arts (B.A.), Economics & Management & Organization, 3.0
Bri Chase Bri Chase's Principal Financial Group Experience August 2007 - February 2008
Job Silver Leader at Advocare
Industry Health, Wellness and Fitness
Experience
Jesuit College Prep February 2013 - Present
Advocare September 2011 - Present
Starplex Cinemas February 2008 - December 2013
Movie Tavern Partners, LLC February 2008 - August 2012
Dallas Cowboys November 2008 - April 2011
Principal Financial Group August 2007 - February 2008
National Spirit Group 2003 - 2005
Skills
Editing, Brand Management, Budgets, Fundraising, Social Networking, Social Media Marketing, Event Planning, Microsoft Office, Sales, Direct Marketing, Marketing, Facebook, PowerPoint, Advertising, Marketing Strategy, Sponsorship, Microsoft Excel, Media Relations, Strategic Planning, Social Media, Public Relations, Microsoft Word, Event Management, Email Marketing, Integrated Marketing, Press Releases, Leadership, Customer Service, Marketing Communications, Public Speaking, Outlook, Graphic Design, Management, Online Advertising, Online Marketing
Education
Southern Methodist University 2003 — 2007
BA, Economics
Ursuline Academy of Dallas 1999 — 2003
Jesuit College Prep February 2013 - Present
Advocare September 2011 - Present
Starplex Cinemas February 2008 - December 2013
Movie Tavern Partners, LLC February 2008 - August 2012
Dallas Cowboys November 2008 - April 2011
Principal Financial Group August 2007 - February 2008
National Spirit Group 2003 - 2005
Skills
Editing, Brand Management, Budgets, Fundraising, Social Networking, Social Media Marketing, Event Planning, Microsoft Office, Sales, Direct Marketing, Marketing, Facebook, PowerPoint, Advertising, Marketing Strategy, Sponsorship, Microsoft Excel, Media Relations, Strategic Planning, Social Media, Public Relations, Microsoft Word, Event Management, Email Marketing, Integrated Marketing, Press Releases, Leadership, Customer Service, Marketing Communications, Public Speaking, Outlook, Graphic Design, Management, Online Advertising, Online Marketing
Education
Southern Methodist University 2003 — 2007
BA, Economics
Ursuline Academy of Dallas 1999 — 2003
Chris Hoch Chris Hoch's Principal Financial Group Experience June 1990 - January 1997
Job Consultant at Computer Sciences Corporation and Information Technology and Services Consultant
Industry Information Technology and Services
Experience
CSC 1999 - Present
Computer Sciences Corporation February 1997 - Present
Principal Financial Group June 1990 - January 1997
Skills
SDLC, Requirements Analysis, Business Analysis, IT Strategy, .NET, Software Project..., Business Process, Requirements Gathering, PMP, PMO, Enterprise Architecture, Business Requirements, Integration, IT Service Management, Visio, Business Intelligence, DB2, Solution Architecture, ITIL, Software Development, IT Management, COBOL, Data Modeling, Pre-sales
Education
Simpson College 1986 — 1990
Bachelor of Science (B.S.), Mathematics
CSC 1999 - Present
Computer Sciences Corporation February 1997 - Present
Principal Financial Group June 1990 - January 1997
Skills
SDLC, Requirements Analysis, Business Analysis, IT Strategy, .NET, Software Project..., Business Process, Requirements Gathering, PMP, PMO, Enterprise Architecture, Business Requirements, Integration, IT Service Management, Visio, Business Intelligence, DB2, Solution Architecture, ITIL, Software Development, IT Management, COBOL, Data Modeling, Pre-sales
Education
Simpson College 1986 — 1990
Bachelor of Science (B.S.), Mathematics
Faisal Sami's Principal Financial Group Experience February 2001 - September 2004
Job Enterprise Architect, Manager at Grant Thornton LLP
Industry Computer Software
Experience
Grant Thornton LLP January 2012 - Present
Grant Thornton October 2008 - December 2011
Infrastructure Solutions, Inc. October 2004 - July 2008
Principal Financial Group February 2001 - September 2004
Skills
Informatica, Business Intelligence, Data Quality, Integration, Microsoft SQL Server, Master Data Management, Data Warehousing, Database Design, Data Governance, Data Modeling, SQL, SDLC, Data Integration, Enterprise Architecture, Oracle, Data Analysis, Databases, CRM, Crystal Reports, Performance Tuning, Requirements Gathering, DB2, ETL, Data Management, Data Warehouse..., Software Development, Analysis, Database Administration
Education
St. Cloud State University - Herberger Business School 1999 — 2000
MBA, Business Computer Information Systems
Southeastern University 1996 — 1998
MBA, Finance
Southeastern University 1992 — 1995
BS, Marketing
Grant Thornton LLP January 2012 - Present
Grant Thornton October 2008 - December 2011
Infrastructure Solutions, Inc. October 2004 - July 2008
Principal Financial Group February 2001 - September 2004
Skills
Informatica, Business Intelligence, Data Quality, Integration, Microsoft SQL Server, Master Data Management, Data Warehousing, Database Design, Data Governance, Data Modeling, SQL, SDLC, Data Integration, Enterprise Architecture, Oracle, Data Analysis, Databases, CRM, Crystal Reports, Performance Tuning, Requirements Gathering, DB2, ETL, Data Management, Data Warehouse..., Software Development, Analysis, Database Administration
Education
St. Cloud State University - Herberger Business School 1999 — 2000
MBA, Business Computer Information Systems
Southeastern University 1996 — 1998
MBA, Finance
Southeastern University 1992 — 1995
BS, Marketing
Dana Rausch Dana Rausch's Principal Financial Group Experience 2009 - Present
Job Financial Advisor at Principal Financial Group
Industry Oil & Energy
Experience
Principal Financial Group 2009 - Present
SemMaterials April 2008 - April 2009
Flint Hills Resources June 2005 - April 2008
Koch Industries November 2000 - June 2005
Koch Materials Co. 1996 - 1999
Skills
Strategic Planning, Cross-functional Team..., Process Improvement, Contract Negotiation, Government, Human Resources
Education
University of Oklahoma College of Law 1993 — 1996
Law
South Dakota State University 1988 — 1993
BA, Political Science, Economics, Speech
Hoven High School 1985 — 1988
Principal Financial Group 2009 - Present
SemMaterials April 2008 - April 2009
Flint Hills Resources June 2005 - April 2008
Koch Industries November 2000 - June 2005
Koch Materials Co. 1996 - 1999
Skills
Strategic Planning, Cross-functional Team..., Process Improvement, Contract Negotiation, Government, Human Resources
Education
University of Oklahoma College of Law 1993 — 1996
Law
South Dakota State University 1988 — 1993
BA, Political Science, Economics, Speech
Hoven High School 1985 — 1988
Barron Penner Barron Penner's Principal Financial Group Experience June 2003 - July 2010
Job Enterprise Data Analytics Center of Excellence Leader
Industry Insurance
Experience
American Family Insurance May 2014 - Present
Aviva USA August 2010 - April 2014
Principal Financial Group June 2003 - July 2010
Genesis 10 October 2000 - May 2003
Electronic Data Systems December 1998 - September 2000
Electronic Data Systems September 1988 - November 1998
Skills
Business Analysis, Program Management, Data Warehousing, Business Intelligence, Consulting, Leadership, Mentoring, Process Improvement, Collaboration, Data Governance, Information Technology, Customer Satisfaction, Relationship Driven, Business Strategy, Strategy, Management, Business Process, SDLC, Business Objects, Project Management, Team Leadership, Vendor Management, IT Strategy, Requirements Gathering
Education
Southwestern Oklahoma State University 1983 — 1988
Bachelor Science, Computer Science
American Family Insurance May 2014 - Present
Aviva USA August 2010 - April 2014
Principal Financial Group June 2003 - July 2010
Genesis 10 October 2000 - May 2003
Electronic Data Systems December 1998 - September 2000
Electronic Data Systems September 1988 - November 1998
Skills
Business Analysis, Program Management, Data Warehousing, Business Intelligence, Consulting, Leadership, Mentoring, Process Improvement, Collaboration, Data Governance, Information Technology, Customer Satisfaction, Relationship Driven, Business Strategy, Strategy, Management, Business Process, SDLC, Business Objects, Project Management, Team Leadership, Vendor Management, IT Strategy, Requirements Gathering
Education
Southwestern Oklahoma State University 1983 — 1988
Bachelor Science, Computer Science
Ivan Concepcion, CIA, CRISC Ivan Concepcion, CIA, CRISC's Principal Financial Group Experience July 2002 - July 2004
Job Vice President Operational Risk & Controls Manager at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase September 2013 - Present
JP Morgan Chase January 2011 - August 2013
IAC Consulting October 2010 - January 2011
W. R. Berkley March 2009 - October 2010
Liberty Mutual July 2006 - March 2009
Ernst & Young July 2004 - June 2006
Principal Financial Group July 2002 - July 2004
Principal Financial Group January 1998 - July 2002
Aetna Life & Casualty 1992 - 1996
The Stanley Works 1987 - 1992
Skills
Risk Management, Auditing, IT Audit, Sarbanes-Oxley Act, Banking, Information Security, Due Diligence, Governance, Insurance, Project Management, IT Management, Risk Assessment, Strategic Financial..., Business Process, Financial Risk, Internal Audit, Management, Analysis
Education
Southern New Hampshire University 1982 — 1983
MBA, MIS
Universidad de Puerto Rico 1978 — 1982
BBA, Accounting
JPMorgan Chase September 2013 - Present
JP Morgan Chase January 2011 - August 2013
IAC Consulting October 2010 - January 2011
W. R. Berkley March 2009 - October 2010
Liberty Mutual July 2006 - March 2009
Ernst & Young July 2004 - June 2006
Principal Financial Group July 2002 - July 2004
Principal Financial Group January 1998 - July 2002
Aetna Life & Casualty 1992 - 1996
The Stanley Works 1987 - 1992
Skills
Risk Management, Auditing, IT Audit, Sarbanes-Oxley Act, Banking, Information Security, Due Diligence, Governance, Insurance, Project Management, IT Management, Risk Assessment, Strategic Financial..., Business Process, Financial Risk, Internal Audit, Management, Analysis
Education
Southern New Hampshire University 1982 — 1983
MBA, MIS
Universidad de Puerto Rico 1978 — 1982
BBA, Accounting
Bill Frazer, MBA & Financial Advisor Bill Frazer, MBA & Financial Advisor's Principal Financial Group Experience June 2005 - April 2008
Job YOUR RETIREMENT PATHFINDER
Industry Financial Services
Experience
Your Retirement Pathfinder June 2013 - Present
Capitol Financial Partners April 2008 - June 2013
Principal Financial Group June 2005 - April 2008
Skills
Annuities, Investments, Insurance, Retirement Planning, 401k, Life Insurance, Disability Insurance, Securities, Strategic Financial..., Long Term Care Insurance, Estate Planning, Investment Advisory, Financial Planners, Financial Services, Series 7, Series 63, Series 65, Health Insurance, Buy-sell Agreements, Retirement Savings, Investment Strategies, Key Person Insurance, Portfolio Management, Financial Advisory, Wealth Management, Mutual Funds, Succession Planning, Risk Management, 401k Rollovers, Financial Planning, buy sell insurance, key man insurance, Split Dollar Plans, Retirement, Long-term Care
Education
Southern New Hampshire University 1980 — 1986
MBA, Management & Marketing
Union College
BS Civil Eng., Environmental engineering
Your Retirement Pathfinder June 2013 - Present
Capitol Financial Partners April 2008 - June 2013
Principal Financial Group June 2005 - April 2008
Skills
Annuities, Investments, Insurance, Retirement Planning, 401k, Life Insurance, Disability Insurance, Securities, Strategic Financial..., Long Term Care Insurance, Estate Planning, Investment Advisory, Financial Planners, Financial Services, Series 7, Series 63, Series 65, Health Insurance, Buy-sell Agreements, Retirement Savings, Investment Strategies, Key Person Insurance, Portfolio Management, Financial Advisory, Wealth Management, Mutual Funds, Succession Planning, Risk Management, 401k Rollovers, Financial Planning, buy sell insurance, key man insurance, Split Dollar Plans, Retirement, Long-term Care
Education
Southern New Hampshire University 1980 — 1986
MBA, Management & Marketing
Union College
BS Civil Eng., Environmental engineering
Tiffany Dessert Guthrie, PMP Tiffany Dessert Guthrie, PMP's Principal Financial Group Experience August 1994 - March 1995
Job Director at Alvarez & Marsal
Industry Management Consulting
Experience
Alvarez & Marsal Business Consulting November 2012 - Present
Alvarez & Marsal Business Consulting July 2011 - Present
Mplement October 2002 - Present
The Junior League of Houston, Inc. June 2001 - Present
Plains All American September 2008 - June 2011
Smith Datacom March 2002 - September 2002
Iconixx October 2000 - March 2002
Baylor College of Medicine August 1998 - October 2000
Baylor College of Medicine - IT March 1995 - August 1998
Principal Financial Group August 1994 - March 1995
Skills
Program Management, Strategy, Leadership, Cross-functional Team..., Business Process..., SDLC, Process Improvement, Consulting, Project Management, Change Management, Software Project..., Business Intelligence, Project Planning, Management Consulting, Training, Management, Integration, Customer Service, Software Development, Business Process, Strategic Planning, CRM, ITIL, IT Service Management, Business Development, Business Analysis, PMP
Education
University of Houston-Clear Lake 1997 — 1999
MBA, Management of Technology
Southern Methodist University - Cox School of Business 1990 — 1994
BBA, Finance, minor Organizational Behavior
Alvarez & Marsal Business Consulting November 2012 - Present
Alvarez & Marsal Business Consulting July 2011 - Present
Mplement October 2002 - Present
The Junior League of Houston, Inc. June 2001 - Present
Plains All American September 2008 - June 2011
Smith Datacom March 2002 - September 2002
Iconixx October 2000 - March 2002
Baylor College of Medicine August 1998 - October 2000
Baylor College of Medicine - IT March 1995 - August 1998
Principal Financial Group August 1994 - March 1995
Skills
Program Management, Strategy, Leadership, Cross-functional Team..., Business Process..., SDLC, Process Improvement, Consulting, Project Management, Change Management, Software Project..., Business Intelligence, Project Planning, Management Consulting, Training, Management, Integration, Customer Service, Software Development, Business Process, Strategic Planning, CRM, ITIL, IT Service Management, Business Development, Business Analysis, PMP
Education
University of Houston-Clear Lake 1997 — 1999
MBA, Management of Technology
Southern Methodist University - Cox School of Business 1990 — 1994
BBA, Finance, minor Organizational Behavior
Naveed Alam Naveed Alam's Principal Financial Group Experience February 2001 - March 2006
Job Oracle Design Engineer
Industry Retail
Experience
Target August 2014 - Present
ADP February 2006 - June 2014
Principal Financial Group February 2001 - March 2006
Skills
Oracle, Databases, Solaris, Performance Tuning, Database Design, ETL, Microsoft SQL Server, Oracle RAC, SQL, SSIS, AIX, Visio
Education
Saint Cloud State University - G.R. Herberger College of Business 1999 — 2001
Master of Business Administration (M.B.A.), Information Technology
Southeastern University 1995 — 1997
Master of Business Administration (M.B.A.), Finance
Southeastern University 1992 — 1995
BS, Marketing
Target August 2014 - Present
ADP February 2006 - June 2014
Principal Financial Group February 2001 - March 2006
Skills
Oracle, Databases, Solaris, Performance Tuning, Database Design, ETL, Microsoft SQL Server, Oracle RAC, SQL, SSIS, AIX, Visio
Education
Saint Cloud State University - G.R. Herberger College of Business 1999 — 2001
Master of Business Administration (M.B.A.), Information Technology
Southeastern University 1995 — 1997
Master of Business Administration (M.B.A.), Finance
Southeastern University 1992 — 1995
BS, Marketing
Don Laster Don Laster's Principal Financial Group Experience June 1983 - Present
Job Senior Agent at Principal Financial Group
Industry Insurance
Experience
Principal Financial Group June 1983 - Present
Gallagher Benefits 1983 - November 2010
Skills
Disability Insurance, Retirement Planning, Employee Benefits, Financial Services
Education
Simpson University 1974 — 1978
BA, Business Administration
Principal Financial Group June 1983 - Present
Gallagher Benefits 1983 - November 2010
Skills
Disability Insurance, Retirement Planning, Employee Benefits, Financial Services
Education
Simpson University 1974 — 1978
BA, Business Administration
Jeff Van Leeuwen Jeff Van Leeuwen's Principal Financial Group Experience January 2001 - December 2002
Job Manager of Utah Sales at Dental Select
Industry Insurance
Experience
Dental Select April 2011 - Present
Altius Health Plans August 2010 - April 2011
Humana March 2008 - July 2010
Humana March 2007 - February 2008
HumanaDental October 2004 - February 2007
AXA Advisors January 2003 - September 2004
Principal Financial Group January 2001 - December 2002
Principal Financial Group August 1996 - December 2000
Principal Financial Group January 1996 - August 1996
Skills
Employee Benefits, Health Savings Accounts, Insurance, Leadership, Life Insurance, Sales, Disability Insurance, Health Insurance, 401k, Account Management, Brokers, Group Insurance, Retirement, Sales Management, Underwriting
Education
University of Utah 1993 — 1995
Bachelor's, Finance
Snow College
Associates
Dental Select April 2011 - Present
Altius Health Plans August 2010 - April 2011
Humana March 2008 - July 2010
Humana March 2007 - February 2008
HumanaDental October 2004 - February 2007
AXA Advisors January 2003 - September 2004
Principal Financial Group January 2001 - December 2002
Principal Financial Group August 1996 - December 2000
Principal Financial Group January 1996 - August 1996
Skills
Employee Benefits, Health Savings Accounts, Insurance, Leadership, Life Insurance, Sales, Disability Insurance, Health Insurance, 401k, Account Management, Brokers, Group Insurance, Retirement, Sales Management, Underwriting
Education
University of Utah 1993 — 1995
Bachelor's, Finance
Snow College
Associates
J.R. richardson J.R. richardson's Principal Financial Group Experience January 2008 - Present
Job Financial Advisor at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group January 2008 - Present
MATHIS BROTHERS FURNITURE January 2000 - August 2007
mathis brothers furniture 2000 - 2007
Education
Southwestern Christian University 1996 — 1997
LEADERSHIP
carl albert high school 1986 — 1989
Southwestern Christian University 1984 — 1989
Principal Financial Group January 2008 - Present
MATHIS BROTHERS FURNITURE January 2000 - August 2007
mathis brothers furniture 2000 - 2007
Education
Southwestern Christian University 1996 — 1997
LEADERSHIP
carl albert high school 1986 — 1989
Southwestern Christian University 1984 — 1989
Todd Axtell Todd Axtell's Principal Financial Group Experience October 1993 - May 1998
Job Underwriting Director of Emerging Areas
Industry Insurance
Experience
Humana June 2004 - Present
Humana January 2001 - June 2004
Humana July 1999 - January 2001
Seabury & Smith May 1998 - July 1999
Principal Financial Group October 1993 - May 1998
Skills
Insurance, Health Insurance, Underwriting, Disability Insurance, Life Insurance, Claim, Term Life Insurance, Medicare, Employee Benefits, Commercial Insurance, Brokers, General Insurance, Process Improvement, Risk Management, Managed Care, Financial Analysis
Education
Simpson College
Accounting and Finance
Humana June 2004 - Present
Humana January 2001 - June 2004
Humana July 1999 - January 2001
Seabury & Smith May 1998 - July 1999
Principal Financial Group October 1993 - May 1998
Skills
Insurance, Health Insurance, Underwriting, Disability Insurance, Life Insurance, Claim, Term Life Insurance, Medicare, Employee Benefits, Commercial Insurance, Brokers, General Insurance, Process Improvement, Risk Management, Managed Care, Financial Analysis
Education
Simpson College
Accounting and Finance
Ted D. Snow, CFP®, MBA Ted D. Snow, CFP®, MBA's Principal Financial Group Experience August 1997 - August 1999
Job CFP® and Founding Principal at Snow Financial Group, LLC
Industry Financial Services
Experience
Snow Financial Group, LLC January 2006 - Present
Lincoln Financial Advisors August 1999 - December 2005
Principal Financial Group August 1997 - August 1999
Fidelity Investments January 1987 - August 1997
Skills
Strategic Financial..., Estate Planning, Retirement, Financial Advisory, Securities, Financial Services, Employee Benefits, Investments, Investment Management, Insurance, Risk Management, 401k, Financial Planning, ERISA, Financial Planners, Executive Benefit..., Management, Portfolio Management, Wealth, Finance, Life Insurance, Mutual Funds, Retirement Planning, Small Business, Wealth Management, Asset Allocation, Disability Insurance, FINRA, Fixed Annuities, Investment Advisory, Long-term Care, Social Security, Wealth Management..., Series 7, Unique Financial..., Lifetime Income Planning, Social Security..., End of Life Planning, Advanced Savings..., IRAs, Alternative Investments, Investment Strategies, Asset Management
Education
The University of Dallas 1992 — 1995
MBA, Financial Planning
Utah State University 1984 — 1986
BS, Business, Finance, and Economics
Snow College 1982 — 1984
AS, Finance and Economics
Cyprus High School 1979 — 1982
General Education, General
Snow Financial Group, LLC January 2006 - Present
Lincoln Financial Advisors August 1999 - December 2005
Principal Financial Group August 1997 - August 1999
Fidelity Investments January 1987 - August 1997
Skills
Strategic Financial..., Estate Planning, Retirement, Financial Advisory, Securities, Financial Services, Employee Benefits, Investments, Investment Management, Insurance, Risk Management, 401k, Financial Planning, ERISA, Financial Planners, Executive Benefit..., Management, Portfolio Management, Wealth, Finance, Life Insurance, Mutual Funds, Retirement Planning, Small Business, Wealth Management, Asset Allocation, Disability Insurance, FINRA, Fixed Annuities, Investment Advisory, Long-term Care, Social Security, Wealth Management..., Series 7, Unique Financial..., Lifetime Income Planning, Social Security..., End of Life Planning, Advanced Savings..., IRAs, Alternative Investments, Investment Strategies, Asset Management
Education
The University of Dallas 1992 — 1995
MBA, Financial Planning
Utah State University 1984 — 1986
BS, Business, Finance, and Economics
Snow College 1982 — 1984
AS, Finance and Economics
Cyprus High School 1979 — 1982
General Education, General
Erich Feller Erich Feller's Principal Financial Group Experience August 2012 - Present
Job Financial Advisor at Feller & Associates
Industry Financial Services
Experience
Principal Financial Group August 2012 - Present
Skills
Disability Insurance, Retirement Planning, Life Insurance, Estate Planning, Wealth Management, Employee Benefits
Education
South Dakota State University 2007 — 2011
BS, Business Economics
Principal Financial Group August 2012 - Present
Skills
Disability Insurance, Retirement Planning, Life Insurance, Estate Planning, Wealth Management, Employee Benefits
Education
South Dakota State University 2007 — 2011
BS, Business Economics
Sherri Platts Sherri Platts's Principal Financial Group Experience Lead of team of people to set up retirement plans for other businesses.Assistant ManagerPrincipal Global InvestorsAugust 1989 - Present
Job Assistant Manager at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group Lead of team of people to set up retirement plans for other businesses.Assistant ManagerPrincipal Global InvestorsAugust 1989 - Present
Education
Simpson College 1985 — 1989
Bachelor's degree, Business Administration and Management, General
Principal Financial Group Lead of team of people to set up retirement plans for other businesses.Assistant ManagerPrincipal Global InvestorsAugust 1989 - Present
Education
Simpson College 1985 — 1989
Bachelor's degree, Business Administration and Management, General
Sidney Oster's Principal Financial Group Experience 1995 - 1996
Job Director at Compass Point Gaming Development
Industry Entertainment
Experience
Compass Point Gaming Development August 2013 - Present
PLAOR February 2014 - April 2015
Caesars Interactive Entertainment, Inc. January 2012 - August 2013
Blue Sky Advisors, L.P. November 2008 - December 2011
Mastodon Ventures, Inc. December 2003 - November 2008
Legend Sports Gear, Inc. July 2001 - December 2003
Inman Ventures June 2001 - June 2002
Hoak Breedlove Wesneski January 1999 - August 2000
Donaldson, Lufkin & Jenrette July 1996 - December 1998
Principal Financial Group 1995 - 1996
Skills
Business Development, Business Strategy, Corporate Development, Brand Licensing, Licensing Negotiations, Music Licensing, Fundraising, Start-ups, Entrepreneurship, Management, Venture Capital, Due Diligence, Business Writing, Corporate Finance, Financial Analysis, Strategic Planning, Investment Banking, Emerging Markets, Competitive Analysis, Mergers, Marketing, Project Planning, Analytics, Management Consulting, Leadership, Finance, Mergers & Acquisitions, Financial Modeling, Business Planning, Strategic Partnerships, Market Research, Strategy
Education
The University of Texas at Austin - The Red McCombs School of Business 2000 — 2002
MBA, Marketing and Entrepreneurship
Southern Methodist University
BBA, Finance, Economics
The University of North Texas 1990 — 1993
Bachelor of Fine Arts (BFA), Photography
Compass Point Gaming Development August 2013 - Present
PLAOR February 2014 - April 2015
Caesars Interactive Entertainment, Inc. January 2012 - August 2013
Blue Sky Advisors, L.P. November 2008 - December 2011
Mastodon Ventures, Inc. December 2003 - November 2008
Legend Sports Gear, Inc. July 2001 - December 2003
Inman Ventures June 2001 - June 2002
Hoak Breedlove Wesneski January 1999 - August 2000
Donaldson, Lufkin & Jenrette July 1996 - December 1998
Principal Financial Group 1995 - 1996
Skills
Business Development, Business Strategy, Corporate Development, Brand Licensing, Licensing Negotiations, Music Licensing, Fundraising, Start-ups, Entrepreneurship, Management, Venture Capital, Due Diligence, Business Writing, Corporate Finance, Financial Analysis, Strategic Planning, Investment Banking, Emerging Markets, Competitive Analysis, Mergers, Marketing, Project Planning, Analytics, Management Consulting, Leadership, Finance, Mergers & Acquisitions, Financial Modeling, Business Planning, Strategic Partnerships, Market Research, Strategy
Education
The University of Texas at Austin - The Red McCombs School of Business 2000 — 2002
MBA, Marketing and Entrepreneurship
Southern Methodist University
BBA, Finance, Economics
The University of North Texas 1990 — 1993
Bachelor of Fine Arts (BFA), Photography
Jon-Michael Vinson Jon-Michael Vinson's Principal Financial Group Experience April 2008 - May 2010
Job Sr Procurement Analyst at Target
Industry Retail
Experience
Target February 2011 - Present
Principal Financial Group April 2008 - May 2010
Gander Mountain October 2006 - April 2008
Movie Brands Inc October 2004 - October 2006
Target September 2002 - October 2004
Skills
Demand Planning, Forecasting, Inventory Management, Purchasing, Retail, Strategic Planning, Supply Chain, Budgets, Project Planning, Project Management
Education
South Dakota State University 1997 — 2000
Economics, Business/Managerial Economics
Tuskegee University 1996 — 1997
Bachelor of Science (BS), Biology, General
Target February 2011 - Present
Principal Financial Group April 2008 - May 2010
Gander Mountain October 2006 - April 2008
Movie Brands Inc October 2004 - October 2006
Target September 2002 - October 2004
Skills
Demand Planning, Forecasting, Inventory Management, Purchasing, Retail, Strategic Planning, Supply Chain, Budgets, Project Planning, Project Management
Education
South Dakota State University 1997 — 2000
Economics, Business/Managerial Economics
Tuskegee University 1996 — 1997
Bachelor of Science (BS), Biology, General
Rita McKee, CCTE Rita McKee, CCTE's Principal Financial Group Experience 1990 - 2007
Job Outsourced Travel Manager
Industry Leisure, Travel & Tourism
Experience
Travel and Transport March 2012 - Present
Sauer-Danfoss March 2008 - March 2012
Principal Financial Group 1990 - 2007
Travel and Transport June 1983 - May 1990
Skills
Travel Management, Project Coordination, Negotiation, Sourcing & Procurement, Contract Management, Supplier Management, Mediation, Vendor Management, Business Travel, Contract Negotiation, Supply Management, Account Management, Operations Management, Strategic Planning, Pricing, Management, Procurement, Strategic Sourcing, Sourcing, Budgets, Strategy, Leadership, Team Building, Cross-functional Team..., Sales Management
Education
Simpson College
BA, Business Management
Cloud County Community College
AS, Business Admin/Travel & Tourism
Travel and Transport March 2012 - Present
Sauer-Danfoss March 2008 - March 2012
Principal Financial Group 1990 - 2007
Travel and Transport June 1983 - May 1990
Skills
Travel Management, Project Coordination, Negotiation, Sourcing & Procurement, Contract Management, Supplier Management, Mediation, Vendor Management, Business Travel, Contract Negotiation, Supply Management, Account Management, Operations Management, Strategic Planning, Pricing, Management, Procurement, Strategic Sourcing, Sourcing, Budgets, Strategy, Leadership, Team Building, Cross-functional Team..., Sales Management
Education
Simpson College
BA, Business Management
Cloud County Community College
AS, Business Admin/Travel & Tourism
Steven Hoskins, CLU Steven Hoskins, CLU's Principal Financial Group Experience June 1986 - November 1988
Job Sr. Vice President Life & Agency Operations at Pharmacists Mutual Companies
Industry Insurance
Experience
Pharmacists Mutual Insurance Company July 2003 - Present
PMC Advantage Insurance Services, Inc. July 2003 - Present
ING January 1990 - July 2003
Equitable of Iowa January 1990 - November 2002
Principal Financial Group June 1986 - November 1988
Skills
Sales, Life Insurance, Sales Operations, Marketing, Financial Services, Insurance, Fixed Annuities, Training, Public Speaking, Market Research, Product Development, Management, Underwriting, Disability Insurance, Property & Casualty..., Long-term Care, Commercial Insurance, Recruiting, Health Insurance, General Insurance, Employee Benefits
Education
Simpson College 1976 — 1978
BA, Business Administration & Accounting
Southeastern Community College 1974 — 1976
AA, Business & Accounting
Fort Madison Community School District 1971 — 1974
HS Diploma, General Studies
Pharmacists Mutual Insurance Company July 2003 - Present
PMC Advantage Insurance Services, Inc. July 2003 - Present
ING January 1990 - July 2003
Equitable of Iowa January 1990 - November 2002
Principal Financial Group June 1986 - November 1988
Skills
Sales, Life Insurance, Sales Operations, Marketing, Financial Services, Insurance, Fixed Annuities, Training, Public Speaking, Market Research, Product Development, Management, Underwriting, Disability Insurance, Property & Casualty..., Long-term Care, Commercial Insurance, Recruiting, Health Insurance, General Insurance, Employee Benefits
Education
Simpson College 1976 — 1978
BA, Business Administration & Accounting
Southeastern Community College 1974 — 1976
AA, Business & Accounting
Fort Madison Community School District 1971 — 1974
HS Diploma, General Studies
Roni Schuling Roni Schuling's Principal Financial Group Experience March 2014 - Present
Job Enterprise Data Architect at Principal Financial Group
Industry Insurance
Experience
Principal Financial Group March 2014 - Present
Principal Financial Group August 1994 - March 2014
Susan G. Komen for the Cure 2008 - 2012
Dee Zee, Inc January 1991 - August 1994
Skills
Data Analysis, Analytics, Change Leadership, Business Intelligence, SDLC, Data Warehousing, Process Improvement, Visio, Data Modeling, IT Strategy, Strategic Planning, Requirements Gathering, Management, Business Requirements, Solution Architecture, Change Management, Strategy
Education
Villanova University 2012 — 2012
Master Certification, Six Sigma Green Belt
University of Phoenix 2001 — 2003
MSCIS, Computer Science
Simpson College 1995 — 1997
BS, Computer Science
Principal Financial Group March 2014 - Present
Principal Financial Group August 1994 - March 2014
Susan G. Komen for the Cure 2008 - 2012
Dee Zee, Inc January 1991 - August 1994
Skills
Data Analysis, Analytics, Change Leadership, Business Intelligence, SDLC, Data Warehousing, Process Improvement, Visio, Data Modeling, IT Strategy, Strategic Planning, Requirements Gathering, Management, Business Requirements, Solution Architecture, Change Management, Strategy
Education
Villanova University 2012 — 2012
Master Certification, Six Sigma Green Belt
University of Phoenix 2001 — 2003
MSCIS, Computer Science
Simpson College 1995 — 1997
BS, Computer Science
Praveen Chakka Praveen Chakka's Principal Financial Group Experience March 2012 - July 2014
Job Sr.Java Consultant at Prime Therapeutics
Industry Information Technology and Services
Experience
Prime Therapeutics August 2014 - Present
Oberon IT September 2007 - Present
Principal Financial Group March 2012 - July 2014
Berkley Technology Services 2009 - 2012
Skills
Oracle, Enterprise Software, Business Intelligence, Java, Windows, Web Services, XML, Java Enterprise Edition, Web Applications, Software Engineering, Spring Framework, JDBC, SOA, Struts, Tomcat, Unix, Agile Methodologies, SDLC, SQL
Education
Southern Illinois University, Carbondale 2005 — 2007
Master's degree, Electrical And Computer Engineering
DVRCET
Bachelor of Technology (B.Tech.), Electrical and Electronics Engineering
Prime Therapeutics August 2014 - Present
Oberon IT September 2007 - Present
Principal Financial Group March 2012 - July 2014
Berkley Technology Services 2009 - 2012
Skills
Oracle, Enterprise Software, Business Intelligence, Java, Windows, Web Services, XML, Java Enterprise Edition, Web Applications, Software Engineering, Spring Framework, JDBC, SOA, Struts, Tomcat, Unix, Agile Methodologies, SDLC, SQL
Education
Southern Illinois University, Carbondale 2005 — 2007
Master's degree, Electrical And Computer Engineering
DVRCET
Bachelor of Technology (B.Tech.), Electrical and Electronics Engineering
Eric Basnett's Principal Financial Group Experience October 2010 - February 2011
Job Procurement Merchandiser at CHS
Industry Renewables & Environment
Experience
CHS March 2013 - Present
Abengoa February 2011 - March 2013
Principal Financial Group October 2010 - February 2011
Skills
Business Planning, Business Development, New Business Development, Agricultural Production, Business, Agricultural Economics, Futures and options..., Hedging, Strategies, Risk Management, Customer Service, Grain, Negotiation, Grain procurement, Feed marketing, Communicate Clearly, Contract Management, Purchasing, Procurement, Management, Agriculture, Sales, Sales Management, Strategic Planning, Budgets, Marketing, Leadership, Agribusiness, Business Strategy, Logistics, Analysis, Marketing Strategy, Pricing, Market Planning, Market Analysis, Microsoft Office
Education
University of Nebraska-Lincoln 2008 — 2010
Bachelor of Science (B.S.), Agricultural Economics
Southeast Community College 2006 — 2008
Associate's degree, Business Administration
CHS March 2013 - Present
Abengoa February 2011 - March 2013
Principal Financial Group October 2010 - February 2011
Skills
Business Planning, Business Development, New Business Development, Agricultural Production, Business, Agricultural Economics, Futures and options..., Hedging, Strategies, Risk Management, Customer Service, Grain, Negotiation, Grain procurement, Feed marketing, Communicate Clearly, Contract Management, Purchasing, Procurement, Management, Agriculture, Sales, Sales Management, Strategic Planning, Budgets, Marketing, Leadership, Agribusiness, Business Strategy, Logistics, Analysis, Marketing Strategy, Pricing, Market Planning, Market Analysis, Microsoft Office
Education
University of Nebraska-Lincoln 2008 — 2010
Bachelor of Science (B.S.), Agricultural Economics
Southeast Community College 2006 — 2008
Associate's degree, Business Administration
Morgan Dredge Morgan Dredge's Principal Financial Group Experience July 2004 - February 2007
Job Human Resources
Industry Human Resources
Experience
Central Iowa Power Cooperative March 2015 - Present
Aerotek May 2010 - March 2015
Peace Corps February 2007 - April 2009
Principal Financial Group July 2004 - February 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking
Education
Simpson College 2000 — 2004
Bachelor of Arts (B.A.), Political Science and Government
Central Iowa Power Cooperative March 2015 - Present
Aerotek May 2010 - March 2015
Peace Corps February 2007 - April 2009
Principal Financial Group July 2004 - February 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking
Education
Simpson College 2000 — 2004
Bachelor of Arts (B.A.), Political Science and Government
Dennis Owens Dennis Owens's Principal Financial Group Experience July 1994 - January 1996
Job Financial Advisor
Industry Financial Services
Experience
Hornor, Townsend & Kent, Inc. July 2000 - Present
Dennis W. Owens & Associates January 1994 - Present
Penn Mutual Life Insurance Company July 2000 - October 2014
Principal Financial Group July 1994 - January 1996
MetLife March 1983 - September 1994
Commonwealth Life Insurance March 1974 - February 1983
Skills
Retirement Planning, Insurance, Estate Planning, Management Consulting, Succession Planning, Investments, Retirement, Fixed Annuities, Disability Insurance, Business Succession..., Insurance Analysis, Key Person Benefits
Education
The American College 1994 — 2003
CLU, ChFC
Wright State University 1970 — 1972
BS, Accountancy
Sinclair Community College 1969 — 1970
A.S., Procurement & Material Mangement
Hornor, Townsend & Kent, Inc. July 2000 - Present
Dennis W. Owens & Associates January 1994 - Present
Penn Mutual Life Insurance Company July 2000 - October 2014
Principal Financial Group July 1994 - January 1996
MetLife March 1983 - September 1994
Commonwealth Life Insurance March 1974 - February 1983
Skills
Retirement Planning, Insurance, Estate Planning, Management Consulting, Succession Planning, Investments, Retirement, Fixed Annuities, Disability Insurance, Business Succession..., Insurance Analysis, Key Person Benefits
Education
The American College 1994 — 2003
CLU, ChFC
Wright State University 1970 — 1972
BS, Accountancy
Sinclair Community College 1969 — 1970
A.S., Procurement & Material Mangement
MaryAnn Woods's Principal Financial Group Experience June 2002 - February 2003
Job Loan Officer/Banker at US Bank
Industry Banking
Experience
US Bank March 2008 - Present
United Way of North Central Iowa January 2005 - March 2008
Mortgage Loan Officer May 2003 - January 2005
Principal Financial Group June 2002 - February 2003
GMAC Mortgage 1998 - 2002
Skills
Mortgage Lending, Consumer Lending, Loans, Loan Origination, Small Business Lending, Commercial Lending, Deposits, Credit, Home Equity, Refinance, Lines Of Credit, Advising People, Public Speaking, Fundraising, Mortgage Banking, Marketing
Education
University of Northern Iowa 1995 — 1997
Bachelor of Arts, Communications and Psychology
Southwestern Community College 1993 — 1995
Associate’s Degree, General/Psychology
US Bank March 2008 - Present
United Way of North Central Iowa January 2005 - March 2008
Mortgage Loan Officer May 2003 - January 2005
Principal Financial Group June 2002 - February 2003
GMAC Mortgage 1998 - 2002
Skills
Mortgage Lending, Consumer Lending, Loans, Loan Origination, Small Business Lending, Commercial Lending, Deposits, Credit, Home Equity, Refinance, Lines Of Credit, Advising People, Public Speaking, Fundraising, Mortgage Banking, Marketing
Education
University of Northern Iowa 1995 — 1997
Bachelor of Arts, Communications and Psychology
Southwestern Community College 1993 — 1995
Associate’s Degree, General/Psychology
Rhonda Little Rhonda Little's Principal Financial Group Experience September 1997 - May 1999
Job Technical Proposal Writer/Editor at ADP (National Accounts)
Industry Writing and Editing
Experience
ADP (National Accounts) August 2006 - Present
Iles Funeral Home April 2003 - September 2005
Memory Bound Scrapbook Store August 2002 - December 2004
Municipal Fire and Police Retirement System of Iowa June 1999 - December 2002
Principal Financial Group September 1997 - May 1999
Principal Financial Group October 1995 - September 1997
Principal Financial Group October 1989 - October 1995
Education
Simpson College
Bachelor's Degree, English Major, Graduated Magna Cum Laude
ADP (National Accounts) August 2006 - Present
Iles Funeral Home April 2003 - September 2005
Memory Bound Scrapbook Store August 2002 - December 2004
Municipal Fire and Police Retirement System of Iowa June 1999 - December 2002
Principal Financial Group September 1997 - May 1999
Principal Financial Group October 1995 - September 1997
Principal Financial Group October 1989 - October 1995
Education
Simpson College
Bachelor's Degree, English Major, Graduated Magna Cum Laude
Jason Askelson's Principal Financial Group Experience May 1997 - December 1998
Job Account Executive, helping customers deploy CRM systems that drives sales, marketing & service productivity in the cloud
Industry Computer Software
Experience
Microsoft September 2014 - Present
salesforce.com July 2012 - September 2014
Sage Software August 2007 - July 2012
Telelogic May 2007 - August 2007
Doextra Corporation January 1999 - May 2007
Principal Financial Group May 1997 - December 1998
Opis Corporation 1996 - 1997
Skills
CRM, Salesforce.com, SaaS, Professional Services, Cloud Computing, Enterprise Software, Solution Selling, Business Intelligence, Management, Sales Process, Selling, Lead Generation, Strategic Partnerships, Account Management, Direct Sales, Go-to-market Strategy, New Business Development, Marketing Automation, Sales Enablement, PaaS, Strategy, Sales Operations, Email Marketing, Partner Management, Integration, Training, Channel Partners, Software Industry, Leadership, Consulting, E-commerce, Pre-sales, Sales, ERP, Microsoft CRM, Parature, Financial Services
Education
Simpson College 1993 — 1997
Bachelor of Science (BS), Mathematics
Southeast Polk High School 1990 — 1993
Microsoft September 2014 - Present
salesforce.com July 2012 - September 2014
Sage Software August 2007 - July 2012
Telelogic May 2007 - August 2007
Doextra Corporation January 1999 - May 2007
Principal Financial Group May 1997 - December 1998
Opis Corporation 1996 - 1997
Skills
CRM, Salesforce.com, SaaS, Professional Services, Cloud Computing, Enterprise Software, Solution Selling, Business Intelligence, Management, Sales Process, Selling, Lead Generation, Strategic Partnerships, Account Management, Direct Sales, Go-to-market Strategy, New Business Development, Marketing Automation, Sales Enablement, PaaS, Strategy, Sales Operations, Email Marketing, Partner Management, Integration, Training, Channel Partners, Software Industry, Leadership, Consulting, E-commerce, Pre-sales, Sales, ERP, Microsoft CRM, Parature, Financial Services
Education
Simpson College 1993 — 1997
Bachelor of Science (BS), Mathematics
Southeast Polk High School 1990 — 1993
Joe Phillips, DIA, RHU's Principal Financial Group Experience July 2008 - December 2012
Job Strategic Sales Professional
Industry Insurance
Experience
Assurant Employee Benefits December 2012 - Present
Principal Financial Group July 2008 - December 2012
Unum January 2005 - July 2008
Colonial Supplemental Insurance 2003 - 2005
Swanson & Associates 2002 - 2005
Skills
Sales, Marketing, Employee Benefits, Insurance, Group Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Life Insurance, Term Life Insurance, Underwriting, Long Term Care Insurance, Brokers, Voluntary Employee..., Account Management, Customer Service
Education
Southern Methodist University - Cox School of Business 1996 — 2000
BBA, Business Major, International Studies Minor
America's Health Insurance Plans' (AHIP)
Disability Income Associate (DIA) Designation
The American College
Registered Health Underwriter (RHU) Designation
Assurant Employee Benefits December 2012 - Present
Principal Financial Group July 2008 - December 2012
Unum January 2005 - July 2008
Colonial Supplemental Insurance 2003 - 2005
Swanson & Associates 2002 - 2005
Skills
Sales, Marketing, Employee Benefits, Insurance, Group Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Life Insurance, Term Life Insurance, Underwriting, Long Term Care Insurance, Brokers, Voluntary Employee..., Account Management, Customer Service
Education
Southern Methodist University - Cox School of Business 1996 — 2000
BBA, Business Major, International Studies Minor
America's Health Insurance Plans' (AHIP)
Disability Income Associate (DIA) Designation
The American College
Registered Health Underwriter (RHU) Designation
Erin Spizale Todd's Principal Financial Group Experience April 2007 - April 2011
Job Marketing Director at Peak Promotions LLC
Industry Marketing and Advertising
Experience
Peak Promotions LLC January 2013 - Present
Natural Promotions Online August 2012 - January 2013
Principal Financial Group April 2007 - April 2011
Principal Financial Group January 2005 - April 2007
Education
Southeastern Louisiana University 1999 — 2003
Bachelor's degree, Marketing
Peak Promotions LLC January 2013 - Present
Natural Promotions Online August 2012 - January 2013
Principal Financial Group April 2007 - April 2011
Principal Financial Group January 2005 - April 2007
Education
Southeastern Louisiana University 1999 — 2003
Bachelor's degree, Marketing
Kristen Geiger Kristen Geiger's Principal Financial Group Experience 1995 - 2002
Job Realtor at Century 21 Signature Real Estate
Industry Real Estate
Experience
Coldwell Banker July 2006 - May 2014
Iowa Realty 2002 - 2006
Principal Financial Group 1995 - 2002
Edward Jones 1998 - 2000
Education
Bunea Vista University 2013 — 2016
Master's degree, Mental Health Counseling/Counselor
Simpson College 1990 — 1994
BA, Psychology, Sociology
Keokuk Senior High School 1986 — 1990
Coldwell Banker July 2006 - May 2014
Iowa Realty 2002 - 2006
Principal Financial Group 1995 - 2002
Edward Jones 1998 - 2000
Education
Bunea Vista University 2013 — 2016
Master's degree, Mental Health Counseling/Counselor
Simpson College 1990 — 1994
BA, Psychology, Sociology
Keokuk Senior High School 1986 — 1990
Jackie Noey Jackie Noey's Principal Financial Group Experience August 2013 - September 2014
Job I connect business and individuals with our Financial Service Professionals to help them meet their needs.
Industry Financial Services
Experience
Strategus Financial Consulting, LLC. September 2014 - Present
Principal Financial Group August 2013 - September 2014
Alaskan Gourmet Products November 2005 - January 2011
Lakeside Rehab January 1993 - June 2002
Skills
Networking, Business Development, Relationship Management, Public Relations, Leadership, Insurance, Customer Service, Strategic Planning, Retirement, Coaching, Leadership Development, Management, Marketing Strategy, Social Networking, Team Building, Microsoft Office, Negotiation
Education
South Plains College
Strategus Financial Consulting, LLC. September 2014 - Present
Principal Financial Group August 2013 - September 2014
Alaskan Gourmet Products November 2005 - January 2011
Lakeside Rehab January 1993 - June 2002
Skills
Networking, Business Development, Relationship Management, Public Relations, Leadership, Insurance, Customer Service, Strategic Planning, Retirement, Coaching, Leadership Development, Management, Marketing Strategy, Social Networking, Team Building, Microsoft Office, Negotiation
Education
South Plains College
Lance Wipf's Principal Financial Group Experience August 1998 - December 2004
Job Healthcare Textile Consultant
Industry Textiles
Experience
Standard Textile Company January 2007 - Present
Rise Vision Inc December 2004 - January 2007
Principal Financial Group August 1998 - December 2004
Skills
Sales, Management, Strategic Planning, Purchasing, Healthcare, Sales Management, Customer Service, Account Management, Sales Process, New Business Development, Team Building
Education
South Dakota State University 1993 — 1998
B.S., Business Economics
Standard Textile Company January 2007 - Present
Rise Vision Inc December 2004 - January 2007
Principal Financial Group August 1998 - December 2004
Skills
Sales, Management, Strategic Planning, Purchasing, Healthcare, Sales Management, Customer Service, Account Management, Sales Process, New Business Development, Team Building
Education
South Dakota State University 1993 — 1998
B.S., Business Economics
Sheila Hewitt's Principal Financial Group Experience October 2014 - Present
Job Compliance Advisor at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group October 2014 - Present
Skills
401k, Retirement, Defined Benefit, Retirement Planning, Mutual Funds, ERISA, Employee Benefits, Investments, Defined Contribution, Relationship Management, Financial Services, Profit Sharing
Education
Simpson College
Principal Financial Group October 2014 - Present
Skills
401k, Retirement, Defined Benefit, Retirement Planning, Mutual Funds, ERISA, Employee Benefits, Investments, Defined Contribution, Relationship Management, Financial Services, Profit Sharing
Education
Simpson College
Ryan Finken's Principal Financial Group Experience February 2014 - Present
Job QA Lead at Principal Financial Group
Industry Insurance
Experience
Principal Financial Group February 2014 - Present
Principal Financial Group January 2010 - Present
Principal Financial Group April 2001 - August 2010
Skills
Test Planning, SDLC, Agile Project Management, Project Management, Quality Assurance, Testing, Agile Methodologies, Business Analysis, Test Cases, Process Improvement, Leadership, Manual Testing, Vendor Management, Management, Java, Scrum, Page Object Model, Maven, Continuous Integration, Git, JIRA
Education
Simpson College 1992 — 1998
Principal Financial Group February 2014 - Present
Principal Financial Group January 2010 - Present
Principal Financial Group April 2001 - August 2010
Skills
Test Planning, SDLC, Agile Project Management, Project Management, Quality Assurance, Testing, Agile Methodologies, Business Analysis, Test Cases, Process Improvement, Leadership, Manual Testing, Vendor Management, Management, Java, Scrum, Page Object Model, Maven, Continuous Integration, Git, JIRA
Education
Simpson College 1992 — 1998
Rob Mathews's Principal Financial Group Experience August 2012 - Present
Job Assistant Vice President, Individual Investor
Industry Financial Services
Experience
Principal Financial Group August 2012 - Present
Principal Financial Group July 2008 - August 2012
Principal Financial Group November 2002 - July 2008
Principal Financial Group September 1997 - November 2002
Principal Financial Group April 1996 - September 1997
Education
Simpson College 1989 — 1993
Principal Financial Group August 2012 - Present
Principal Financial Group July 2008 - August 2012
Principal Financial Group November 2002 - July 2008
Principal Financial Group September 1997 - November 2002
Principal Financial Group April 1996 - September 1997
Education
Simpson College 1989 — 1993
Cynthia Mueller's Principal Financial Group Experience June 2014 - Present
Job Senior Compliance Analyst at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group June 2014 - Present
Principal Financial Group June 2004 - Present
Skills
401k, Defined Benefit, Retirement, ERISA, Retirement Planning, Pensions, Mutual Funds, Executive Pay, Asset Allocation
Education
Southern Illinois University, Carbondale 1994 — 1998
Bachelor of Applied Science (B.A.Sc.), Rehabilitation and Therapeutic Professions
Principal Financial Group June 2014 - Present
Principal Financial Group June 2004 - Present
Skills
401k, Defined Benefit, Retirement, ERISA, Retirement Planning, Pensions, Mutual Funds, Executive Pay, Asset Allocation
Education
Southern Illinois University, Carbondale 1994 — 1998
Bachelor of Applied Science (B.A.Sc.), Rehabilitation and Therapeutic Professions
Staci Cunningham's Principal Financial Group Experience August 2014 - Present
Job Compensation Director at Principal Financial Group
Industry Human Resources
Experience
Principal Financial Group August 2014 - Present
Principal Financial Group September 2012 - Present
Principal Financial Group September 2007 - September 2012
Maytag 1994 - 2007
Education
Simpson College 1989 — 1993
Principal Financial Group August 2014 - Present
Principal Financial Group September 2012 - Present
Principal Financial Group September 2007 - September 2012
Maytag 1994 - 2007
Education
Simpson College 1989 — 1993
Jeri Rietz's Principal Financial Group Experience June 2008 - October 2012
Job Manager, Mainframe Applications and Database Support at State of Iowa OCIO
Industry Information Technology and Services
Experience
State of Iowa Information Technology Enterprise November 2013 - Present
for Career Agent with Principal Financial Group January 2013 - Present
Principal Financial Group June 2008 - October 2012
Pioneer Hi-Bred International, A DuPont Company July 2007 - May 2008
Principal Financial Group October 2004 - July 2007
Principal Residential Mortgage, Inc. 1993 - 2004
Skills
Databases, Leadership, COBOL, DB2, Business Requirements, SDLC, Requirements Gathering, Business Analysis, Visio, Information Technology, Requirements Analysis, SharePoint, SQL, Resource Management, Project Management, Team Leadership, Team Building, Customer Service
Education
Simpson College 1996 — 1999
Bachelor of Arts (BA), CIS
State of Iowa Information Technology Enterprise November 2013 - Present
for Career Agent with Principal Financial Group January 2013 - Present
Principal Financial Group June 2008 - October 2012
Pioneer Hi-Bred International, A DuPont Company July 2007 - May 2008
Principal Financial Group October 2004 - July 2007
Principal Residential Mortgage, Inc. 1993 - 2004
Skills
Databases, Leadership, COBOL, DB2, Business Requirements, SDLC, Requirements Gathering, Business Analysis, Visio, Information Technology, Requirements Analysis, SharePoint, SQL, Resource Management, Project Management, Team Leadership, Team Building, Customer Service
Education
Simpson College 1996 — 1999
Bachelor of Arts (BA), CIS
Dale Christians's Principal Financial Group Experience August 2012 - Present
Job Sr. Solutions Architect at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group August 2012 - Present
Principal Financial Group November 1997 - July 2012
Principal Financial Group May 1995 - November 1997
Principal Financial Group April 1993 - May 1995
Skills
DB2, Data Warehousing, SDLC, Data Modeling, Enterprise Architecture, Requirements Gathering, COBOL, Visio, SharePoint, ETL, Business Objects, JCL, Business Requirements
Education
Simpson University 1990 — 1995
Bachelors-Business Mgmt.
Principal Financial Group August 2012 - Present
Principal Financial Group November 1997 - July 2012
Principal Financial Group May 1995 - November 1997
Principal Financial Group April 1993 - May 1995
Skills
DB2, Data Warehousing, SDLC, Data Modeling, Enterprise Architecture, Requirements Gathering, COBOL, Visio, SharePoint, ETL, Business Objects, JCL, Business Requirements
Education
Simpson University 1990 — 1995
Bachelors-Business Mgmt.
Colleen Nibaur's Principal Financial Group Experience July 1988 - May 1995
Job Consultant at Aon Consulting
Industry Insurance
Experience
Aon Consulting December 2003 - Present
Aon 2003 - Present
Great West May 1995 - December 2003
Principal Financial Group July 1988 - May 1995
Skills
Risk Management, Health Insurance, Project Management, Insurance, Employee Benefits, Strategic Planning, Process Improvement, Financial Analysis, Change Management, Benefits Administration, Management, Brokers, Business Analysis, Underwriting, Leadership, Budgets
Education
Simpson College 1990 — 1993
Bachelor of Business Administration (B.B.A.), Business
Aon Consulting December 2003 - Present
Aon 2003 - Present
Great West May 1995 - December 2003
Principal Financial Group July 1988 - May 1995
Skills
Risk Management, Health Insurance, Project Management, Insurance, Employee Benefits, Strategic Planning, Process Improvement, Financial Analysis, Change Management, Benefits Administration, Management, Brokers, Business Analysis, Underwriting, Leadership, Budgets
Education
Simpson College 1990 — 1993
Bachelor of Business Administration (B.B.A.), Business
Erin (Spizale) Todd's Principal Financial Group Experience April 2007 - Present
Job Recruiting Coordinator at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group April 2007 - Present
Principal Financial Group January 2005 - April 2007
Coldwell Banker Residential Brokerage May 2003 - January 2005
Education
Southeastern Louisiana University 1999 — 2003
Marketing, Business
Principal Financial Group April 2007 - Present
Principal Financial Group January 2005 - April 2007
Coldwell Banker Residential Brokerage May 2003 - January 2005
Education
Southeastern Louisiana University 1999 — 2003
Marketing, Business
Jeff Meislahn, FLMI, FFSI's Principal Financial Group Experience April 2007 - Present
Job Financial Advisor at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group April 2007 - Present
Principal Financial Group June 2003 - April 2007
Principal Financial Group 2001 - 2003
Skills
Retirement Planning, Retirement, Disability Insurance, Strategic Financial..., Financial Planning, Employee Benefits, 401k, Insurance, Investments
Education
Simpson College 2003 — 2005
Principal Financial Group April 2007 - Present
Principal Financial Group June 2003 - April 2007
Principal Financial Group 2001 - 2003
Skills
Retirement Planning, Retirement, Disability Insurance, Strategic Financial..., Financial Planning, Employee Benefits, 401k, Insurance, Investments
Education
Simpson College 2003 — 2005
Lisa Fiene's Principal Financial Group Experience July 2007 - September 2008
Job Research Analyst, Defensive Litigation at Wells Fargo
Industry Financial Services
Experience
Wells Fargo January 2015 - Present
Wells Fargo September 2011 - January 2015
Wells Fargo January 2009 - February 2012
Principal Financial Group July 2007 - September 2008
First American Bank March 2006 - July 2007
Principal Financial Group 1989 - 1999
Principal Financial Group 1983 - 1988
Skills
Business Analysis, Investment Properties, Leadership, Loans, Mortgage Lending, Negotiation, Real Estate, Sales, Software Documentation, Training, Underwriting, Banking, Financial Analysis, Management, Portfolio Management
Education
Simpson University 1984 — 1989
Bachelor of Arts, Mangement
Wells Fargo January 2015 - Present
Wells Fargo September 2011 - January 2015
Wells Fargo January 2009 - February 2012
Principal Financial Group July 2007 - September 2008
First American Bank March 2006 - July 2007
Principal Financial Group 1989 - 1999
Principal Financial Group 1983 - 1988
Skills
Business Analysis, Investment Properties, Leadership, Loans, Mortgage Lending, Negotiation, Real Estate, Sales, Software Documentation, Training, Underwriting, Banking, Financial Analysis, Management, Portfolio Management
Education
Simpson University 1984 — 1989
Bachelor of Arts, Mangement
Josh Ruhnke's Principal Financial Group Experience April 2005 - April 2007
Job Regional Manager at Ameritas
Industry Insurance
Experience
Ameritas July 2012 - Present
Ameritas Investment Corp June 2007 - July 2012
Principal Financial Group April 2005 - April 2007
Principal Financial Group January 2002 - April 2005
Skills
Mutual Funds, Retirement, Series 7, 401k, Retirement Planning, Investments, Series 6, Series 66, QKA
Education
University of Nebraska at Kearney 1995 — 2001
Bachelors of Science, Management & Finance
Southeast Community College 1997 — 1998
Associates of Science, Accounting
Fairbury
Ameritas July 2012 - Present
Ameritas Investment Corp June 2007 - July 2012
Principal Financial Group April 2005 - April 2007
Principal Financial Group January 2002 - April 2005
Skills
Mutual Funds, Retirement, Series 7, 401k, Retirement Planning, Investments, Series 6, Series 66, QKA
Education
University of Nebraska at Kearney 1995 — 2001
Bachelors of Science, Management & Finance
Southeast Community College 1997 — 1998
Associates of Science, Accounting
Fairbury
Warner Coffman, SPHR, SHRM-SCP's Principal Financial Group Experience January 1991 - September 1998
Job Director of Human Resources at Snyder & Associates
Industry Civil Engineering
Experience
Snyder & Associates March 2008 - Present
De Lage Landen Financial Services, Inc. 2004 - 2008
Self Employed March 2004 - January 2005
RSM McGladrey 1999 - 2004
MidAmerican Energy 1998 - 1999
Principal Financial Group January 1991 - September 1998
Edward Jones 1987 - 1991
Robert Half of St. Louis 1983 - 1987
Skills
Performance Management, Human Resources, Benefits Administration, Coaching, Temporary Placement, Management, SPHR, HRIS, Succession Planning, Employee Benefits, Talent Acquisition, Talent Management, FMLA, HR Consulting, Employment Law, Executive Search, Technical Recruiting, Strategy, Leadership, Personnel Management, HR Policies, Internet Recruiting, Executive Coaching, Organizational..., New Hire Orientations, Employer Branding, Interviews, Temporary Staffing, Leadership Development, Workforce Planning, Sourcing, Staffing Services, Hiring, Labor Relations, Benefits Negotiation, Performance Appraisal, Project Planning, Management Consulting, College Recruiting, Conflict Resolution, Legal Compliance, Applicant Tracking..., Resume Writing, Organizational Design, Career Development, Contract Recruitment, Benefits Design, Workers Compensation, Employee Relations, Recruiting
Education
Southern Illinois University, Edwardsville 1977 — 1982
BS, Business
EAWRCHS
Snyder & Associates March 2008 - Present
De Lage Landen Financial Services, Inc. 2004 - 2008
Self Employed March 2004 - January 2005
RSM McGladrey 1999 - 2004
MidAmerican Energy 1998 - 1999
Principal Financial Group January 1991 - September 1998
Edward Jones 1987 - 1991
Robert Half of St. Louis 1983 - 1987
Skills
Performance Management, Human Resources, Benefits Administration, Coaching, Temporary Placement, Management, SPHR, HRIS, Succession Planning, Employee Benefits, Talent Acquisition, Talent Management, FMLA, HR Consulting, Employment Law, Executive Search, Technical Recruiting, Strategy, Leadership, Personnel Management, HR Policies, Internet Recruiting, Executive Coaching, Organizational..., New Hire Orientations, Employer Branding, Interviews, Temporary Staffing, Leadership Development, Workforce Planning, Sourcing, Staffing Services, Hiring, Labor Relations, Benefits Negotiation, Performance Appraisal, Project Planning, Management Consulting, College Recruiting, Conflict Resolution, Legal Compliance, Applicant Tracking..., Resume Writing, Organizational Design, Career Development, Contract Recruitment, Benefits Design, Workers Compensation, Employee Relations, Recruiting
Education
Southern Illinois University, Edwardsville 1977 — 1982
BS, Business
EAWRCHS
Niki Hicks's Principal Financial Group Experience May 2010 - July 2015
Job Territory Sales Representative at Actavis plc (now Allergan plc)
Industry Pharmaceuticals
Experience
Actavis plc (now Allergan plc) August 2015 - Present
Principal Financial Group May 2010 - July 2015
Maritz Travel Company May 2003 - November 2008
NCR Corporation 2000 - 2003
Skills
Meeting Planning, Event Management, Hospitality, Incentive Travel, Marketing, Corporate Events, Event Planning, Trade Shows
Education
Southeast Missouri State University 1996 — 2000
Actavis plc (now Allergan plc) August 2015 - Present
Principal Financial Group May 2010 - July 2015
Maritz Travel Company May 2003 - November 2008
NCR Corporation 2000 - 2003
Skills
Meeting Planning, Event Management, Hospitality, Incentive Travel, Marketing, Corporate Events, Event Planning, Trade Shows
Education
Southeast Missouri State University 1996 — 2000
Steve Klinefelter's Principal Financial Group Experience November 1987 - March 2005
Job Conductor at Union Pacific Railroad
Industry Hospitality
Experience
Union Pacific Railroad July 2014 - Present
The Lodge of Ashworth May 2012 - February 2013
Sammons Annuity Group March 2005 - May 2012
Principal Financial Group November 1987 - March 2005
Skills
Annuities, Retirement, Retirement Planning, Series 6, Sales Management, New Business Development, Public Speaking, Marketing Strategy, Annuity, Independent Living, Senior Relocation, Financial Services, Life Insurance, Fixed Annuities, Insurance, Marketing, Training, Leadership, Sales, Strategic Planning, Management, Financial Planning, Finance
Education
Simpson College
Marketing
Union Pacific Railroad July 2014 - Present
The Lodge of Ashworth May 2012 - February 2013
Sammons Annuity Group March 2005 - May 2012
Principal Financial Group November 1987 - March 2005
Skills
Annuities, Retirement, Retirement Planning, Series 6, Sales Management, New Business Development, Public Speaking, Marketing Strategy, Annuity, Independent Living, Senior Relocation, Financial Services, Life Insurance, Fixed Annuities, Insurance, Marketing, Training, Leadership, Sales, Strategic Planning, Management, Financial Planning, Finance
Education
Simpson College
Marketing
Glenda Bianchi's Principal Financial Group Experience 1987 - 1992
Job Family Office Professional
Industry Financial Services
Experience
Cypress Point Wealth Management LLC March 2007 - May 2015
First Dallas Securities (Financial Network Investment Corporation) June 2005 - March 2007
Banc of America Investments 2003 - 2004
Fred Kull Financial Advisors 1992 - 2002
Principal Financial Group 1987 - 1992
Skills
Family Office, Confidentiality, Angel Investing, Venture Capital, Private Equity, Wealth Management, Financial Services, Financial Planning, Investment Management, Financial Advisory, Philanthropy, Private Aviation, Real Estate Transactions, Self Directed IRA
Education
Southern Methodist University
University of Oklahoma
Mathemetics, Chemical Engineering
Cypress Point Wealth Management LLC March 2007 - May 2015
First Dallas Securities (Financial Network Investment Corporation) June 2005 - March 2007
Banc of America Investments 2003 - 2004
Fred Kull Financial Advisors 1992 - 2002
Principal Financial Group 1987 - 1992
Skills
Family Office, Confidentiality, Angel Investing, Venture Capital, Private Equity, Wealth Management, Financial Services, Financial Planning, Investment Management, Financial Advisory, Philanthropy, Private Aviation, Real Estate Transactions, Self Directed IRA
Education
Southern Methodist University
University of Oklahoma
Mathemetics, Chemical Engineering
Hiedi Scoles's Principal Financial Group Experience March 2003 - March 2005
Job Project Manager at Wells Fargo Home Mortgage
Industry Banking
Experience
Wells Fargo Home Mortgage May 2014 - Present
Wells Fargo Home Mortgage August 2012 - April 2014
Wells Fargo Home Mortgage June 2008 - August 2012
Wells Fargo Home Mortgage June 2006 - July 2008
Wells Fargo Home Mortgage March 2005 - June 2006
Principal Financial Group March 2003 - March 2005
Principal Financial Group January 2001 - March 2003
Principal Financial Group March 1999 - January 2001
Skills
Mortgage Lending, Risk Management, Banking, Relationship Management, Process Improvement, Visio, Leadership, Vendor Management, Team Building, Business Analysis, Customer Service, Requirements Gathering, Loans, Credit, Software Documentation, Project Management, Project Planning, MS Project, Software Project..., Project Coordination, Project Delivery, Project Estimation, Resource Allocation, Software Installation, Time & Attendance, Asset Allocation, Invoice Processing, General Ledger, SurveyMonkey, SharePoint, Website Updating, SDLC, Requirements Analysis
Education
Southwestern Community College 1995 — 1997
Associates, Business Administration
Winterset Senior High 1991 — 1995
High School Diploma, High School
Wells Fargo Home Mortgage May 2014 - Present
Wells Fargo Home Mortgage August 2012 - April 2014
Wells Fargo Home Mortgage June 2008 - August 2012
Wells Fargo Home Mortgage June 2006 - July 2008
Wells Fargo Home Mortgage March 2005 - June 2006
Principal Financial Group March 2003 - March 2005
Principal Financial Group January 2001 - March 2003
Principal Financial Group March 1999 - January 2001
Skills
Mortgage Lending, Risk Management, Banking, Relationship Management, Process Improvement, Visio, Leadership, Vendor Management, Team Building, Business Analysis, Customer Service, Requirements Gathering, Loans, Credit, Software Documentation, Project Management, Project Planning, MS Project, Software Project..., Project Coordination, Project Delivery, Project Estimation, Resource Allocation, Software Installation, Time & Attendance, Asset Allocation, Invoice Processing, General Ledger, SurveyMonkey, SharePoint, Website Updating, SDLC, Requirements Analysis
Education
Southwestern Community College 1995 — 1997
Associates, Business Administration
Winterset Senior High 1991 — 1995
High School Diploma, High School
Allen Enochson's Principal Financial Group Experience August 2007 - May 2008
Job at First Utah Bank
Industry Commercial Real Estate
Experience
First Utah Bank May 2015 - Present
First Utah Bank February 2011 - Present
REM Capital Group, LLC January 2009 - March 2010
Integrity First Financial Commercial Real Estate Lenders, LLC May 2008 - January 2009
Principal Financial Group August 2007 - May 2008
Zions Bank 2003 - 2007
Mulligans Golf and Games April 1997 - November 2003
Skills
Loans, Commercial Banking, Small Business Lending, Commercial Mortgages, Commercial Lending, Banking, Mortgage Lending, Commercial Real Estate, Business Development, Small Business, Credit, Portfolio Management, Underwriting
Education
Southern Utah University 1992 — 1996
Bachelors
First Utah Bank May 2015 - Present
First Utah Bank February 2011 - Present
REM Capital Group, LLC January 2009 - March 2010
Integrity First Financial Commercial Real Estate Lenders, LLC May 2008 - January 2009
Principal Financial Group August 2007 - May 2008
Zions Bank 2003 - 2007
Mulligans Golf and Games April 1997 - November 2003
Skills
Loans, Commercial Banking, Small Business Lending, Commercial Mortgages, Commercial Lending, Banking, Mortgage Lending, Commercial Real Estate, Business Development, Small Business, Credit, Portfolio Management, Underwriting
Education
Southern Utah University 1992 — 1996
Bachelors
Robyn Setzer's Principal Financial Group Experience July 2010 - Present
Job Group Medical Sales Representative at Principal Financial Group
Industry Insurance
Experience
Principal Financial Group July 2010 - Present
Principal Financial Group January 2009 - July 2010
Principal Financial Group May 2005 - January 2009
Education
Southern Arkansas University
Elementary Education
Principal Financial Group July 2010 - Present
Principal Financial Group January 2009 - July 2010
Principal Financial Group May 2005 - January 2009
Education
Southern Arkansas University
Elementary Education
Mustafa Siddiqui's Principal Financial Group Experience June 2001 - January 2004
Job Lead Sr. Developer at Citi
Industry Financial Services
Experience
Citi January 2015 - Present
Citigroup 2004 - Present
Citimortgage January 2004 - December 2014
Principal Financial Group June 2001 - January 2004
Education
Karachi Grammar School 1980 — 1996
Southwest Minnesota State University
Bachelors, Computer Science
Citi January 2015 - Present
Citigroup 2004 - Present
Citimortgage January 2004 - December 2014
Principal Financial Group June 2001 - January 2004
Education
Karachi Grammar School 1980 — 1996
Southwest Minnesota State University
Bachelors, Computer Science
Michele Langenberg's Principal Financial Group Experience 1998 - 1998
Job VP Asset Management at TIER RIET
Industry Real Estate
Experience
TIER REIT June 2005 - Present
KBS Realty Advisors 2004 - 2005
CB Richard Ellis Investors, LLC 2003 - 2004
Principal Financial Group 1998 - 1998
Skills
Asset Management, Leases, Portfolio Management, Real Estate, Budgeting, Negotiation, Strategic Planning, Customer Relations, Microsoft Office, Financial Analysis, Sustainability, Real Estate Investment, Green Building, Forecasting, Public Speaking, Green, Problem Solving, Investment Properties, LEED, LEED AP, Energy Efficiency, Real Estate Transactions, Budgets, Asset Managment, Property Management, Valuation, Finance
Education
Southern Methodist University 2008 — 2010
Sustainability
University of Iowa - Henry B. Tippie College of Business 1995 — 1999
BBA, Finance
TIER REIT June 2005 - Present
KBS Realty Advisors 2004 - 2005
CB Richard Ellis Investors, LLC 2003 - 2004
Principal Financial Group 1998 - 1998
Skills
Asset Management, Leases, Portfolio Management, Real Estate, Budgeting, Negotiation, Strategic Planning, Customer Relations, Microsoft Office, Financial Analysis, Sustainability, Real Estate Investment, Green Building, Forecasting, Public Speaking, Green, Problem Solving, Investment Properties, LEED, LEED AP, Energy Efficiency, Real Estate Transactions, Budgets, Asset Managment, Property Management, Valuation, Finance
Education
Southern Methodist University 2008 — 2010
Sustainability
University of Iowa - Henry B. Tippie College of Business 1995 — 1999
BBA, Finance
Lonnie Struckman's Principal Financial Group Experience 2001 - 2005
Job Financial Advisor at Raymond James /Cortrust Wealth Management
Industry Investment Management
Experience
Cortrust Wealth Management/ Raymond James May 2005 - Present
Principal Financial Group 2001 - 2005
Skills
Mutual Funds, Retirement Planning, Investments, Retirement, Securities, Finance, Insurance, Financial Advisory, Management, Wealth Management, Series 7, Fixed Annuities, Estate Planning, Strategic Financial..., Life Insurance, 401k, Portfolio Management, Financial Analysis, Disability Insurance, Long Term Care Insurance, Loans, Credit
Education
Southwest Minnesota State University 1993 — 1997
BS, Finance and Economics
Cortrust Wealth Management/ Raymond James May 2005 - Present
Principal Financial Group 2001 - 2005
Skills
Mutual Funds, Retirement Planning, Investments, Retirement, Securities, Finance, Insurance, Financial Advisory, Management, Wealth Management, Series 7, Fixed Annuities, Estate Planning, Strategic Financial..., Life Insurance, 401k, Portfolio Management, Financial Analysis, Disability Insurance, Long Term Care Insurance, Loans, Credit
Education
Southwest Minnesota State University 1993 — 1997
BS, Finance and Economics
Judy Snyder, CFP®, CPWA®'s Principal Financial Group Experience 1991 - 1996
Job Wealth Management
Industry Financial Services
Experience
Tolleson Wealth Management June 2005 - Present
Retirement Advisors of America June 2001 - June 2005
Charles Schwab 1998 - 2001
HD Vest 1996 - 1998
Principal Financial Group 1991 - 1996
Skills
Wealth Management, Alternative Investments, Asset Management, Portfolio Management, Investments
Education
Southern Methodist University - Cox School of Business 1989 — 1991
BBA, Finance
Tolleson Wealth Management June 2005 - Present
Retirement Advisors of America June 2001 - June 2005
Charles Schwab 1998 - 2001
HD Vest 1996 - 1998
Principal Financial Group 1991 - 1996
Skills
Wealth Management, Alternative Investments, Asset Management, Portfolio Management, Investments
Education
Southern Methodist University - Cox School of Business 1989 — 1991
BBA, Finance
William J. Leo's Principal Financial Group Experience July 2014 - Present
Job Financial Services Representative/ Princor Registered Rep at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group July 2014 - Present
North American Dental Enterprises LLC September 2012 - July 2014
Zirkonzahn USA Inc. March 2009 - September 2012
Nobel Biocare January 2005 - March 2009
Shofu Dental Corp January 2002 - January 2005
Thompson Dental Corporation January 1995 - December 2001
Dentsply January 1990 - December 1994
Dentsply January 1982 - January 1990
Skills
401(K), 403(b), SEP &..., Annuities (Variable &..., Business Continuation..., Buy-Sell Agreements, Buy-Sell Review, College Funding..., Disability Income..., Estate Planning, Executive Benefit..., Financial Needs Analysis, Income Protection, Informal Business..., Mutual Funds, Pension Plans, Supplemental Retirement..., Tax Deferred Savings, Life Insurance
Education
the University of Texas 1985 — 1987
MBA; BS, Education
Southern Illinois University, Carbondale 1977 — 1982
Bachelor of Applied Science (B.A.Sc.), Life Sciences & Dental Technology, 3.6
Principal Financial Group July 2014 - Present
North American Dental Enterprises LLC September 2012 - July 2014
Zirkonzahn USA Inc. March 2009 - September 2012
Nobel Biocare January 2005 - March 2009
Shofu Dental Corp January 2002 - January 2005
Thompson Dental Corporation January 1995 - December 2001
Dentsply January 1990 - December 1994
Dentsply January 1982 - January 1990
Skills
401(K), 403(b), SEP &..., Annuities (Variable &..., Business Continuation..., Buy-Sell Agreements, Buy-Sell Review, College Funding..., Disability Income..., Estate Planning, Executive Benefit..., Financial Needs Analysis, Income Protection, Informal Business..., Mutual Funds, Pension Plans, Supplemental Retirement..., Tax Deferred Savings, Life Insurance
Education
the University of Texas 1985 — 1987
MBA; BS, Education
Southern Illinois University, Carbondale 1977 — 1982
Bachelor of Applied Science (B.A.Sc.), Life Sciences & Dental Technology, 3.6
Janel Brown's Principal Financial Group Experience March 2012 - Present
Job Sr New Business Case Coordinator at Principal Financial Group
Industry Insurance
Experience
Principal Financial Group March 2012 - Present
Principal Financial Group April 2011 - March 2012
Principal Financial Group April 2010 - March 2011
Principal Financial Group April 2008 - March 2010
Daktronics August 2005 - May 2007
Skills
Outlook, Customer Service, Word, PowerPoint, Excel, Insurance, New Business Development, Management, Microsoft Excel, Microsoft Word
Education
South Dakota State University 2003 — 2007
BS Family and Consumer Sciences, Hospitality Management
Principal Financial Group March 2012 - Present
Principal Financial Group April 2011 - March 2012
Principal Financial Group April 2010 - March 2011
Principal Financial Group April 2008 - March 2010
Daktronics August 2005 - May 2007
Skills
Outlook, Customer Service, Word, PowerPoint, Excel, Insurance, New Business Development, Management, Microsoft Excel, Microsoft Word
Education
South Dakota State University 2003 — 2007
BS Family and Consumer Sciences, Hospitality Management
Stacie Stone's Principal Financial Group Experience January 1994 - Present
Job IT Analyst at Principal Financial Group
Industry Information Technology and Services
Experience
Principal Financial Group January 1994 - Present
Skills
COBOL, HP Exstream Dialogue, DOC1, JCL, DB2, SQL, Software Documentation, Analysis, Document Management, XML, Mainframe, Requirements Analysis, Programming, Process Improvement, SDLC
Education
Simpson College 1990 — 1994
Bachelor of Arts, Computer Science, Mathematics
Principal Financial Group January 1994 - Present
Skills
COBOL, HP Exstream Dialogue, DOC1, JCL, DB2, SQL, Software Documentation, Analysis, Document Management, XML, Mainframe, Requirements Analysis, Programming, Process Improvement, SDLC
Education
Simpson College 1990 — 1994
Bachelor of Arts, Computer Science, Mathematics
Valoree Lester's Principal Financial Group Experience Technical Support ManagerIT Analyst - SrPrincipal Financial GroupJune 1980 - Present
Job IT Analyst Sr at Principal Financial Group
Industry Information Technology and Services
Experience
Principal Financial Group Technical Support ManagerIT Analyst - SrPrincipal Financial GroupJune 1980 - Present
Skills
Risk Management, Personnel Management, Business Analysis, Process Improvement, DB2, SQL, Technical Project..., Vendor Management, SharePoint, Requirements Analysis, Enterprise Architecture, Software Project..., Requirements Gathering, Visio, SDLC, IT Strategy, Disaster Recovery
Education
Simpson College
Principal Financial Group Technical Support ManagerIT Analyst - SrPrincipal Financial GroupJune 1980 - Present
Skills
Risk Management, Personnel Management, Business Analysis, Process Improvement, DB2, SQL, Technical Project..., Vendor Management, SharePoint, Requirements Analysis, Enterprise Architecture, Software Project..., Requirements Gathering, Visio, SDLC, IT Strategy, Disaster Recovery
Education
Simpson College
Don Vondracek's Principal Financial Group Experience August 1989 - October 1993
Job Senior Associate/Print Production Mgr
Industry Design
Experience
Mercer September 2000 - Present
Acme Printing Co., Inc. July 1995 - September 2000
Principal Financial Group August 1989 - October 1993
Skills
Direct Mail, Graphic Design, InDesign
Education
Southwestern Community College 1981 — 1983
Associate of Applied Science, Media Technology
Bedford Community High School 1977 — 1981
Mercer September 2000 - Present
Acme Printing Co., Inc. July 1995 - September 2000
Principal Financial Group August 1989 - October 1993
Skills
Direct Mail, Graphic Design, InDesign
Education
Southwestern Community College 1981 — 1983
Associate of Applied Science, Media Technology
Bedford Community High School 1977 — 1981
Angela Sellars-Price's Principal Financial Group Experience March 2008 - April 2009
Job Administrative Assistant for the Risk Department at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors May 2014 - Present
Wells Fargo Advisors November 2011 - May 2014
Dino's Logistics September 2010 - October 2011
Pathology Services, Inc. August 2009 - January 2010
Principal Financial Group March 2008 - April 2009
Orthopedic Associates, LLC July 1996 - June 2007
Skills
Payroll, Accounts Payable, Accounts Receivable, Invoicing, Account Reconciliation, Human Resources, Employee Benefits, Accounting, Financial Statements, ADP Payroll, Bank Reconciliation, Finance, Cash Management, Auditing, Management, Microsoft Excel, Microsoft Word, Expenses, Purchasing, Customer Service, Microsoft Office, Event Planning
Education
Southern Illinois University, Carbondale 1984 — 1987
BS, Finance and Management
John A Logan College 1982 — 1984
Associates of Science, Business, Accounting
Marion Senior High School 1979 — 1982
Diploma, Business and Accounting
Wells Fargo Advisors May 2014 - Present
Wells Fargo Advisors November 2011 - May 2014
Dino's Logistics September 2010 - October 2011
Pathology Services, Inc. August 2009 - January 2010
Principal Financial Group March 2008 - April 2009
Orthopedic Associates, LLC July 1996 - June 2007
Skills
Payroll, Accounts Payable, Accounts Receivable, Invoicing, Account Reconciliation, Human Resources, Employee Benefits, Accounting, Financial Statements, ADP Payroll, Bank Reconciliation, Finance, Cash Management, Auditing, Management, Microsoft Excel, Microsoft Word, Expenses, Purchasing, Customer Service, Microsoft Office, Event Planning
Education
Southern Illinois University, Carbondale 1984 — 1987
BS, Finance and Management
John A Logan College 1982 — 1984
Associates of Science, Business, Accounting
Marion Senior High School 1979 — 1982
Diploma, Business and Accounting
Vicki Loebig's Principal Financial Group Experience Quality Assurance Analyst SrPrincipal Global Services2008 - 2010
Job IT QA Analyst IV at Principal Financial Group
Industry Insurance
Experience
Principal Financial Group Quality Assurance Analyst SrPrincipal Global Services2008 - 2010
Skills
SDLC, Quality Assurance, Process Improvement
Education
Simpson College
Bachelors, Management
Principal Financial Group Quality Assurance Analyst SrPrincipal Global Services2008 - 2010
Skills
SDLC, Quality Assurance, Process Improvement
Education
Simpson College
Bachelors, Management
Rachel Fredette's Principal Financial Group Experience April 2015 - Present
Job Processs Improvement Consultant at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group April 2015 - Present
Principal Financial Group March 2014 - April 2015
Principal Financial Group April 2012 - March 2014
Cassidy Turley January 2011 - April 2012
Illinois Small Business Development Center August 2009 - January 2011
Consulting Experience August 2009 - January 2011
Academic Behavior Assessment August 2008 - January 2011
MARITZ INC January 2010 - May 2010
Eden Village August 2009 - December 2009
Maritz May 2009 - August 2009
Skills
Payroll, HRIS, SPSS, Data Analysis, Performance Management, Research, Human Resources, Recruiting, PowerPoint, Employee Relations, Microsoft Office, Training, Change Management, Microsoft Excel, Public Speaking, Organizational..., Microsoft Word, Outlook, Project Management, Employee Engagement, Leadership Development
Education
Southern Illinois University, Edwardsville 2008 — 2010
MA, Industrial/Organizational Psychology
University of Missouri-Columbia 2004 — 2008
BA, Psychology, minor in Business
Principal Financial Group April 2015 - Present
Principal Financial Group March 2014 - April 2015
Principal Financial Group April 2012 - March 2014
Cassidy Turley January 2011 - April 2012
Illinois Small Business Development Center August 2009 - January 2011
Consulting Experience August 2009 - January 2011
Academic Behavior Assessment August 2008 - January 2011
MARITZ INC January 2010 - May 2010
Eden Village August 2009 - December 2009
Maritz May 2009 - August 2009
Skills
Payroll, HRIS, SPSS, Data Analysis, Performance Management, Research, Human Resources, Recruiting, PowerPoint, Employee Relations, Microsoft Office, Training, Change Management, Microsoft Excel, Public Speaking, Organizational..., Microsoft Word, Outlook, Project Management, Employee Engagement, Leadership Development
Education
Southern Illinois University, Edwardsville 2008 — 2010
MA, Industrial/Organizational Psychology
University of Missouri-Columbia 2004 — 2008
BA, Psychology, minor in Business
Joseph Lewis, Jr's Principal Financial Group Experience April 2010 - September 2010
Job Personal Banker Sun Trust Bank
Industry Banking
Experience
Aflac February 2011 - Present
TIAA-CREF September 2010 - August 2011
TIAA-CREF 2010 - 2011
Principal Financial Group April 2010 - September 2010
Mens Wearhouse January 1992 - May 2008
Education
Southern University and Agricultural and Mechanical College at Baton Rouge 1966 — 1970
BS, Marketing
Aflac February 2011 - Present
TIAA-CREF September 2010 - August 2011
TIAA-CREF 2010 - 2011
Principal Financial Group April 2010 - September 2010
Mens Wearhouse January 1992 - May 2008
Education
Southern University and Agricultural and Mechanical College at Baton Rouge 1966 — 1970
BS, Marketing
Heather Shickman's Principal Financial Group Experience February 2010 - June 2010
Job Senior Financial Analyst at SoftLayer Technologies, an IBM Company
Industry Financial Services
Experience
Softlayer Technologies, an IBM Company May 2011 - Present
Principal Financial Group February 2010 - June 2010
Camp Ramah in CA September 2005 - May 2007
Texas Instruments June 1999 - February 2004
Chase Securities June 1998 - August 1998
First American Trade Finance February 1995 - June 1998
Skills
Financial Modeling, Forecasting, Financial Analysis, Budgets, Start-ups, Marketing, Team Building, Management, Analytics, Access, Sales, SAP, Microsoft Excel, Credit, Finance, Strategic Financial..., Competitive Analysis, Team Leadership, Microsoft Office, Project Planning
Education
Southern Methodist University 1997 — 1999
MBA, Finance, Marketing, Financial Accounting
University of Houston 1989 — 1993
BA, German, Political Science
Softlayer Technologies, an IBM Company May 2011 - Present
Principal Financial Group February 2010 - June 2010
Camp Ramah in CA September 2005 - May 2007
Texas Instruments June 1999 - February 2004
Chase Securities June 1998 - August 1998
First American Trade Finance February 1995 - June 1998
Skills
Financial Modeling, Forecasting, Financial Analysis, Budgets, Start-ups, Marketing, Team Building, Management, Analytics, Access, Sales, SAP, Microsoft Excel, Credit, Finance, Strategic Financial..., Competitive Analysis, Team Leadership, Microsoft Office, Project Planning
Education
Southern Methodist University 1997 — 1999
MBA, Finance, Marketing, Financial Accounting
University of Houston 1989 — 1993
BA, German, Political Science
Rae Vandehaar's Principal Financial Group Experience May 1989 - June 2001
Job Bulk Mail Clerk at USPS
Industry Government Administration
Experience
USPS July 2012 - Present
USPS June 2001 - July 2012
Principal Financial Group May 1989 - June 2001
Skills
USPS, Local Government, Federal Government, Data Entry, Customer Service, Policy, File Management, Outlook, Spreadsheets, Microsoft Office
Education
Utica College 2006 — 2007
Graduate Degree in Process
Simpson College
Bachelor of Arts (BA)
USPS July 2012 - Present
USPS June 2001 - July 2012
Principal Financial Group May 1989 - June 2001
Skills
USPS, Local Government, Federal Government, Data Entry, Customer Service, Policy, File Management, Outlook, Spreadsheets, Microsoft Office
Education
Utica College 2006 — 2007
Graduate Degree in Process
Simpson College
Bachelor of Arts (BA)
Moni Stewart's Principal Financial Group Experience February 1990 - October 2009
Job Student at Simpson College
Industry Human Resources
Experience
Principal Financial Group February 1990 - October 2009
Education
Simpson College 2010 — 2012
Principal Financial Group February 1990 - October 2009
Education
Simpson College 2010 — 2012
Ryan Carpenter's Principal Financial Group Experience May 2006 - Present
Job Assistant Director Facility Operations at Principal Financial Group
Industry
Experience
Principal Financial Group May 2006 - Present
Skills
Budgets, Project Planning, Contract Negotiation, Strategic Planning, Team Building, Leadership, Construction Management, Construction, Operations Management, Facilities Management, Customer Service, Asset Management, Project Management, Training
Education
Simpson College 1995 — 1999
Business
Principal Financial Group May 2006 - Present
Skills
Budgets, Project Planning, Contract Negotiation, Strategic Planning, Team Building, Leadership, Construction Management, Construction, Operations Management, Facilities Management, Customer Service, Asset Management, Project Management, Training
Education
Simpson College 1995 — 1999
Business
Sheryl Burch's Principal Financial Group Experience
Job Client Transistion Manager at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group
Skills
401k
Education
Simpson College
Principal Financial Group
Skills
401k
Education
Simpson College
Debbie Culver's Principal Financial Group Experience March 2010 - Present
Job Sr New Business Case Coord at Principal Financial Group
Industry Insurance
Experience
Principal Financial Group March 2010 - Present
Principal Financial Group September 1985 - Present
Principal Financial Group April 1993 - September 2005
Skills
Visio, Process Improvement, Business Requirements, Business Analysis, Business Process..., Business Process, Life Insurance, Underwriting, Project Portfolio...
Education
Southwestern Community College 1983 — 1985
BA
Principal Financial Group March 2010 - Present
Principal Financial Group September 1985 - Present
Principal Financial Group April 1993 - September 2005
Skills
Visio, Process Improvement, Business Requirements, Business Analysis, Business Process..., Business Process, Life Insurance, Underwriting, Project Portfolio...
Education
Southwestern Community College 1983 — 1985
BA
Tamra Gustafson's Principal Financial Group Experience June 2014 - Present
Job Senior Accountant at Marsh and McLennan Companies
Industry Insurance
Experience
Principal Financial Group June 2014 - Present
Marsh & McLennan Companies, Inc. February 2012 - June 2014
MetLife October 2006 - February 2012
Skills
Financial Reporting, Financial Analysis, Sarbanes-Oxley Act, Accounting, Account Reconciliation, General Ledger, Internal Controls, Auditing, Financial Accounting, Variance Analysis, Hyperion Enterprise, PeopleSoft, GAAP, Essbase, Financial Statements, Insurance, US GAAP, Strategic Financial..., Accounts Payable, Sarbanes-Oxley
Education
Simpson College 2003 — 2007
Bachelor of Arts, Accounting and Marketing
Principal Financial Group June 2014 - Present
Marsh & McLennan Companies, Inc. February 2012 - June 2014
MetLife October 2006 - February 2012
Skills
Financial Reporting, Financial Analysis, Sarbanes-Oxley Act, Accounting, Account Reconciliation, General Ledger, Internal Controls, Auditing, Financial Accounting, Variance Analysis, Hyperion Enterprise, PeopleSoft, GAAP, Essbase, Financial Statements, Insurance, US GAAP, Strategic Financial..., Accounts Payable, Sarbanes-Oxley
Education
Simpson College 2003 — 2007
Bachelor of Arts, Accounting and Marketing
Deborah Invergo's Principal Financial Group Experience September 1984 - October 2011
Job Nurse Case Manager at UMR
Industry Insurance
Experience
UMR January 2012 - Present
Principal Financial Group September 1984 - October 2011
Education
South Suburban College 1977 — 1978
Associate Degree of Science, Nursing
Bremen High School
UMR January 2012 - Present
Principal Financial Group September 1984 - October 2011
Education
South Suburban College 1977 — 1978
Associate Degree of Science, Nursing
Bremen High School
Gina Palm's Principal Financial Group Experience October 2000 - December 2003
Job Paralegal at USI Consulting Group
Industry Financial Services
Experience
USI Consulting Group October 2007 - Present
Superior Closing Services December 2003 - October 2007
Principal Financial Group October 2000 - December 2003
Education
Hamden High School
Southern Connecticut State University
USI Consulting Group October 2007 - Present
Superior Closing Services December 2003 - October 2007
Principal Financial Group October 2000 - December 2003
Education
Hamden High School
Southern Connecticut State University
Nancy Hoyt's Principal Financial Group Experience November 2003 - Present
Job IT SR Business Analyst at Principal Financial Group
Industry Information Technology and Services
Experience
Principal Financial Group November 2003 - Present
Principal Financial Group January 1999 - May 2003
Principal Financial Group January 1996 - January 1999
Education
Simpson College 2011 — 2015
BS, Business Management / Accounting
Indianola High School 1979 — 1982
Principal Financial Group November 2003 - Present
Principal Financial Group January 1999 - May 2003
Principal Financial Group January 1996 - January 1999
Education
Simpson College 2011 — 2015
BS, Business Management / Accounting
Indianola High School 1979 — 1982
Nick Yordanoff's Principal Financial Group Experience January 2000 - Present
Job Treasury Administrator III at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group January 2000 - Present
Education
Simpson College
Bachelor's Degree, Accounting
Principal Financial Group January 2000 - Present
Education
Simpson College
Bachelor's Degree, Accounting
Teri Woodruff's Principal Financial Group Experience 2002 - Present
Job Research Manager at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group 2002 - Present
Principal Financial Group 2000 - 2002
Skills
Qualitative Research, Quantitative Research, Project Management, Focus Groups, SPSS, Corporate Branding, Brand Awareness, Questionnaire Design, Market Research, Online Research, Research Design, Vendor Management, Employee Opinion Surveys, Leadership
Education
Simpson College
Bachelor of Arts (B.A.), Speech Communications
Principal Financial Group 2002 - Present
Principal Financial Group 2000 - 2002
Skills
Qualitative Research, Quantitative Research, Project Management, Focus Groups, SPSS, Corporate Branding, Brand Awareness, Questionnaire Design, Market Research, Online Research, Research Design, Vendor Management, Employee Opinion Surveys, Leadership
Education
Simpson College
Bachelor of Arts (B.A.), Speech Communications
The Principal Financial Group
BTG Pactual
HuaTai Securities Co.,Ltd.
Guosen Securities
PFG
Principal Financial
Principle
Fubon Financial Holdings