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
Lawrence Berdan, MBA Lawrence Berdan, MBA's Principal Financial Group Experience February 2015 - Present
Job Financial Representative at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group February 2015 - Present
AHA Training Center: Carolina East Medical System October 2010 - February 2015
L & L Consultants July 2009 - February 2015
Department of Defense May 2006 - January 2015
Atlantic Beach Police Department May 2010 - November 2014
Craven Community October 2008 - October 2011
Pamlico Community College April 2009 - June 2011
Morehead City Police Department May 2007 - May 2010
New Bern Police Department October 2005 - May 2006
Cherokee Springs Fire Department June 2000 - July 2002
Skills
Whole Life Insurance, Mutual Funds, Series 63, Series 6, Financial Analysis, Income Protection, Universal Life Insurance, Annuities (Variable &..., Term Life Insurance, Informal Business...
Education
The Chicago School of Professional Psychology 2011 — 2014
Psychology Doctorate, Business
Tiffin University 2009 — 2011
Masters of Business Administration, Leadership
Embry-Riddle Aeronautical University 2006 — 2009
Bachelors of Science, Professional Aeronautical Science
Boiling Springs High School 2001 — 2002
High School Diploma
Greer High School 1998 — 2001
High School Diploma
Principal Financial Group February 2015 - Present
AHA Training Center: Carolina East Medical System October 2010 - February 2015
L & L Consultants July 2009 - February 2015
Department of Defense May 2006 - January 2015
Atlantic Beach Police Department May 2010 - November 2014
Craven Community October 2008 - October 2011
Pamlico Community College April 2009 - June 2011
Morehead City Police Department May 2007 - May 2010
New Bern Police Department October 2005 - May 2006
Cherokee Springs Fire Department June 2000 - July 2002
Skills
Whole Life Insurance, Mutual Funds, Series 63, Series 6, Financial Analysis, Income Protection, Universal Life Insurance, Annuities (Variable &..., Term Life Insurance, Informal Business...
Education
The Chicago School of Professional Psychology 2011 — 2014
Psychology Doctorate, Business
Tiffin University 2009 — 2011
Masters of Business Administration, Leadership
Embry-Riddle Aeronautical University 2006 — 2009
Bachelors of Science, Professional Aeronautical Science
Boiling Springs High School 2001 — 2002
High School Diploma
Greer High School 1998 — 2001
High School Diploma
David Johnson- CLU®, ChFC® David Johnson- CLU®, ChFC®'s Principal Financial Group Experience May 2013 - January 2014
Job Workplace Sales Director at MetLife
Industry Financial Services
Experience
MetLife January 2014 - Present
Principal Financial Group May 2013 - January 2014
Principal Financial Group July 2010 - May 2013
F.R. Owen & Associates, a US Retirement Partners company September 2009 - July 2010
MetLife Resources January 2006 - September 2009
CitiStreet March 2003 - December 2005
CitiStreet June 2000 - March 2003
Prudential Financial 1996 - 1998
Education
The American College 2007 — 2011
CLU & ChFC, Life Insurance & Financial Planning
The College of New Jersey 1990 — 1994
B.S., Economics
MetLife January 2014 - Present
Principal Financial Group May 2013 - January 2014
Principal Financial Group July 2010 - May 2013
F.R. Owen & Associates, a US Retirement Partners company September 2009 - July 2010
MetLife Resources January 2006 - September 2009
CitiStreet March 2003 - December 2005
CitiStreet June 2000 - March 2003
Prudential Financial 1996 - 1998
Education
The American College 2007 — 2011
CLU & ChFC, Life Insurance & Financial Planning
The College of New Jersey 1990 — 1994
B.S., Economics
Chelsea Beebe Chelsea Beebe's Principal Financial Group Experience May 2015 - Present
Job Senior Marketing Coordinator at Principal Financial Group
Industry Marketing and Advertising
Experience
Principal Financial Group May 2015 - Present
New American Funding October 2013 - March 2015
Target November 2009 - April 2013
Skills
Marketing, Creative Writing, Social Media Marketing, Photoshop, Microsoft Office, Film Production, Directing, Online Marketing, Film, Social Media, Management, Writing, Creative Nonfiction..., Entertainment, Customer Service, Video Production, Digital Film, Event Planning, Event Management
Education
The Art Institute of California-Orange County 2010 — 2013
Bachelors of Science, Digital Filmmaking and Video Production
Principal Financial Group May 2015 - Present
New American Funding October 2013 - March 2015
Target November 2009 - April 2013
Skills
Marketing, Creative Writing, Social Media Marketing, Photoshop, Microsoft Office, Film Production, Directing, Online Marketing, Film, Social Media, Management, Writing, Creative Nonfiction..., Entertainment, Customer Service, Video Production, Digital Film, Event Planning, Event Management
Education
The Art Institute of California-Orange County 2010 — 2013
Bachelors of Science, Digital Filmmaking and Video Production
Brent Sayler Brent Sayler's Principal Financial Group Experience May 2015 - Present
Job Student: Family Financial Services
Industry Financial Services
Experience
Principal Financial Group May 2015 - Present
DR Systems April 2013 - August 2014
RedLine Talent Agency July 2014 - 2014
Skills
Software Quality..., Financial Planning
Education
The Ohio State University 2012 — 2016
Bachelor of Science (BS), Consumer and Family Financial Services
The Ohio State University 2012 — 2016
Minor in Economics, Consumer and Family Financial Services
Rancho Bernardo High School 2008 — 2012
Principal Financial Group May 2015 - Present
DR Systems April 2013 - August 2014
RedLine Talent Agency July 2014 - 2014
Skills
Software Quality..., Financial Planning
Education
The Ohio State University 2012 — 2016
Bachelor of Science (BS), Consumer and Family Financial Services
The Ohio State University 2012 — 2016
Minor in Economics, Consumer and Family Financial Services
Rancho Bernardo High School 2008 — 2012
Duncan E. Skogsberg, MBA, CLU, ChFC, CLF Duncan E. Skogsberg, MBA, CLU, ChFC, CLF's Principal Financial Group Experience July 2007 - Present
Job Investment Adviser Representative and Princor Registered Representative at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group July 2007 - Present
Principal Financial Group July 2007 - June 2013
AIG, Accident & Health Division July 1991 - December 1993
Euclid Insurance Agencies January 1986 - June 1991
Washington National Insurance Company September 1981 - December 1984
Bankers Life (IA) April 1978 - April 1981
Bankers Life (IA) March 1975 - April 1981
Skills
401(k), Annuities (Variable and..., Asset Allocation, Business Continuation..., Buy-sell Agreements, Buy-sell Review, Deferred Compensation..., Dental Insurance, Disability Income..., Executive Benefits..., Informal Business..., Key Person Insurance, Long Term Care Insurance, Mutual Funds, Pension Plans, Series 6,7,63,and 66..., Supplemental Retirement..., Term Life Insurance, Universal Life Insurance, Wealth Accumulation, Whole Life Insurance
Education
University of Chicago 1972 — 1974
MBA, Finance and Industrial Relations
The American College 2012 — 2013
CLF
The American College 1984 — 1984
ChFC
Northern Illinois GAMA 1981 — 1982
AMTC
The American College 1979 — 1980
CLU
University of Illinois at Urbana-Champaign 1967 — 1971
B.A, History
Principal Financial Group July 2007 - Present
Principal Financial Group July 2007 - June 2013
AIG, Accident & Health Division July 1991 - December 1993
Euclid Insurance Agencies January 1986 - June 1991
Washington National Insurance Company September 1981 - December 1984
Bankers Life (IA) April 1978 - April 1981
Bankers Life (IA) March 1975 - April 1981
Skills
401(k), Annuities (Variable and..., Asset Allocation, Business Continuation..., Buy-sell Agreements, Buy-sell Review, Deferred Compensation..., Dental Insurance, Disability Income..., Executive Benefits..., Informal Business..., Key Person Insurance, Long Term Care Insurance, Mutual Funds, Pension Plans, Series 6,7,63,and 66..., Supplemental Retirement..., Term Life Insurance, Universal Life Insurance, Wealth Accumulation, Whole Life Insurance
Education
University of Chicago 1972 — 1974
MBA, Finance and Industrial Relations
The American College 2012 — 2013
CLF
The American College 1984 — 1984
ChFC
Northern Illinois GAMA 1981 — 1982
AMTC
The American College 1979 — 1980
CLU
University of Illinois at Urbana-Champaign 1967 — 1971
B.A, History
Grace Romasanta Grace Romasanta's Principal Financial Group Experience July 1987 - Present
Job Registred Representative at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group July 1987 - Present
Education
The American College
LUTCF
Principal Financial Group July 1987 - Present
Education
The American College
LUTCF
Myra (Burton) Brown Myra (Burton) Brown's Principal Financial Group Experience April 2008 - Present
Job Account Executive at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group April 2008 - Present
Skills
Account Management, Group Benefits, Insurance, Employee Benefits
Education
Texas A&M University at Galveston
BS Maritime Administration
Principal Financial Group April 2008 - Present
Skills
Account Management, Group Benefits, Insurance, Employee Benefits
Education
Texas A&M University at Galveston
BS Maritime Administration
David Decker David Decker's Principal Financial Group Experience 1998 - January 2001
Job Lean Agile Coach / PM III at Farm Bureau Financial Services
Industry Insurance
Experience
Farm Bureau Financial Services September 2014 - Present
Central Iowa Chapter IIBA June 2014 - June 2015
John Deere September 2013 - September 2014
Sammons Annuity Group March 2012 - September 2013
Paragon IT Professionals April 2011 - December 2011
Aviva November 2003 - April 2011
Robert Half Technology May 2003 - November 2003
Marsh May 2001 - February 2003
Robert Half Technology January 2001 - April 2001
Principal Financial Group 1998 - January 2001
Skills
Business Analysis, SharePoint, SQL, Visio, Process Improvement, Project Management, Java, Microsoft Office, Microsoft Excel, Team Leadership, Insurance, Analysis, Microsoft SQL Server, SDLC, Data Analysis, BPMN, Agile Project Management, Leadership, Scrum, Management, Project Planning, Agile Methodologies, Quality Assurance, Vendor Management, Requirements Analysis, Requirements Gathering, Program Management, Business Process, Software Project..., Business Requirements, Databases, Business Process..., Enterprise Software, Waterfall, Project Portfolio..., PMO, Business Intelligence, MS Project, IT Strategy, Integration, Software Documentation, Systems Analysis, Mobile Applications, Data Modeling, User Acceptance Testing, Software Development, Resource Management, Change Management, DB2, Cross-functional Team...
Education
Texas A&M University - Mays Business School 1988 — 1993
BBA, Marketing
Tasis England 1986 — 1988
Diploma
Farm Bureau Financial Services September 2014 - Present
Central Iowa Chapter IIBA June 2014 - June 2015
John Deere September 2013 - September 2014
Sammons Annuity Group March 2012 - September 2013
Paragon IT Professionals April 2011 - December 2011
Aviva November 2003 - April 2011
Robert Half Technology May 2003 - November 2003
Marsh May 2001 - February 2003
Robert Half Technology January 2001 - April 2001
Principal Financial Group 1998 - January 2001
Skills
Business Analysis, SharePoint, SQL, Visio, Process Improvement, Project Management, Java, Microsoft Office, Microsoft Excel, Team Leadership, Insurance, Analysis, Microsoft SQL Server, SDLC, Data Analysis, BPMN, Agile Project Management, Leadership, Scrum, Management, Project Planning, Agile Methodologies, Quality Assurance, Vendor Management, Requirements Analysis, Requirements Gathering, Program Management, Business Process, Software Project..., Business Requirements, Databases, Business Process..., Enterprise Software, Waterfall, Project Portfolio..., PMO, Business Intelligence, MS Project, IT Strategy, Integration, Software Documentation, Systems Analysis, Mobile Applications, Data Modeling, User Acceptance Testing, Software Development, Resource Management, Change Management, DB2, Cross-functional Team...
Education
Texas A&M University - Mays Business School 1988 — 1993
BBA, Marketing
Tasis England 1986 — 1988
Diploma
Rick J. Rosenquist Rick J. Rosenquist's Principal Financial Group Experience November 1989 - September 2008
Job Broker Partnerships & Sales Director at Payroll Control SystemsHuman Capital Management
Industry Insurance
Experience
Payroll Control Systems April 2015 - Present
Brown and Brown Insurance August 2011 - August 2012
Reliance Standard January 2011 - July 2011
Northwestern Mutual Life November 2008 - December 2010
Principal Financial Group November 1989 - September 2008
Skills
Human Capital Management, Benefits Administration, Employee Benefits, Payroll, Workers Compensation, Health Savings Accounts, Disability Insurance, Life Insurance, Health Insurance, Retirement, Insurance, Sales, Health Care Reform, Long-term Care, 401k, Retirement Planning, Fixed Annuities, Group Medical, Healthcare Reimbursement, Employee Wellness, Brokers, Small Business, Finance, Dentistry, Term Life Insurance, Whole Life, Telemedicine, Accident, Self-funded, Medicare, Marketing, Medical Tourism, COBRA, Long Term Care Insurance, HRIS, Group Insurance, Critical Illness, Wellness Programs, Long Term Care, Dental, Individual Disability, Voluntary programs, Self Funding, Financial Wellness, Long-Term Disability, Tele-Medicine
Education
University of Pennsylvania - The Wharton School 2008 — 2009
Retirement Pension Associate, Retirement Planning
University of Pennsylvania - The Wharton School 2004 — 2005
Group Benefit Associate
The American College 1992 — 1993
Registered Employee Benefit Consultant, Employee Benefits
The American College 1991 — 1992
Registered Health Underwriter
University of Iowa 1983 — 1985
Bachelor of Business Administration (BBA), Finance, General
Payroll Control Systems April 2015 - Present
Brown and Brown Insurance August 2011 - August 2012
Reliance Standard January 2011 - July 2011
Northwestern Mutual Life November 2008 - December 2010
Principal Financial Group November 1989 - September 2008
Skills
Human Capital Management, Benefits Administration, Employee Benefits, Payroll, Workers Compensation, Health Savings Accounts, Disability Insurance, Life Insurance, Health Insurance, Retirement, Insurance, Sales, Health Care Reform, Long-term Care, 401k, Retirement Planning, Fixed Annuities, Group Medical, Healthcare Reimbursement, Employee Wellness, Brokers, Small Business, Finance, Dentistry, Term Life Insurance, Whole Life, Telemedicine, Accident, Self-funded, Medicare, Marketing, Medical Tourism, COBRA, Long Term Care Insurance, HRIS, Group Insurance, Critical Illness, Wellness Programs, Long Term Care, Dental, Individual Disability, Voluntary programs, Self Funding, Financial Wellness, Long-Term Disability, Tele-Medicine
Education
University of Pennsylvania - The Wharton School 2008 — 2009
Retirement Pension Associate, Retirement Planning
University of Pennsylvania - The Wharton School 2004 — 2005
Group Benefit Associate
The American College 1992 — 1993
Registered Employee Benefit Consultant, Employee Benefits
The American College 1991 — 1992
Registered Health Underwriter
University of Iowa 1983 — 1985
Bachelor of Business Administration (BBA), Finance, General
Joe Dion, CLU® ChFC® CASL® RHU® LLIF MSM Joe Dion, CLU® ChFC® CASL® RHU® LLIF MSM's Principal Financial Group Experience 1992 - 1995
Job Insurance & Financial Services Agency Owner
Industry Financial Services
Experience
Dion Agency LLC November 2010 - Present
STATE FARM 2006 - October 2010
Allstate Financial 2003 - 2006
MetLife Insurance Company of the Philippines, Inc. 2001 - 2002
Aetna Philippine Ventures, Inc., Aetna HealthCare, Inc., Aetna Life Insurance, Inc. 1997 - 2001
PT. Asuransi Jiwa Principal Egalita Indonesia 1995 - 1997
Principal Financial Group 1992 - 1995
New England Life Insurance Company 1984 - 1991
MassMutual 1975 - 1984
Skills
Long-term Care, Fixed Annuities, Sales Process, Insurance, Retirement Planning, Disability Insurance, Life Insurance, Universal Life, Financial Services, Term Life Insurance, Leadership, Small Business, Whole Life, Retirement, Investments, Health Insurance, Property & Casualty..., Sales, Sales Management, Recruiting, Finance, Long Term Care Insurance, IRAs, Homeowners, Umbrella Insurance, Series 6, 401k
Education
The American College 1994 — 1995
Masters of Science in Management, Financial Services Management
Dion Agency LLC November 2010 - Present
STATE FARM 2006 - October 2010
Allstate Financial 2003 - 2006
MetLife Insurance Company of the Philippines, Inc. 2001 - 2002
Aetna Philippine Ventures, Inc., Aetna HealthCare, Inc., Aetna Life Insurance, Inc. 1997 - 2001
PT. Asuransi Jiwa Principal Egalita Indonesia 1995 - 1997
Principal Financial Group 1992 - 1995
New England Life Insurance Company 1984 - 1991
MassMutual 1975 - 1984
Skills
Long-term Care, Fixed Annuities, Sales Process, Insurance, Retirement Planning, Disability Insurance, Life Insurance, Universal Life, Financial Services, Term Life Insurance, Leadership, Small Business, Whole Life, Retirement, Investments, Health Insurance, Property & Casualty..., Sales, Sales Management, Recruiting, Finance, Long Term Care Insurance, IRAs, Homeowners, Umbrella Insurance, Series 6, 401k
Education
The American College 1994 — 1995
Masters of Science in Management, Financial Services Management
Kyle DeLorey's Principal Financial Group Experience December 2011 - February 2012
Job Account Manager at HewlettPackard
Industry Computer Hardware
Experience
Hewlett-Packard May 2015 - Present
Hewlett-Packard December 2014 - April 2015
Warm Springs Golf Course and Mccall Golf Club March 2007 - October 2014
The College of Idaho November 2013 - May 2014
The College of Idaho January 2011 - May 2014
The College of Idaho December 2013 - February 2014
YMCA January 2012 - May 2013
College of Idaho/Campus Ministries February 2013 - February 2013
Principal Financial Group December 2011 - February 2012
Skills
Leadership, Coaching, Team Building, Customer Service, Sports, Teamwork, Sports Marketing, Sponsorship, Golf, Microsoft Office, PowerPoint, Public Speaking, Microsoft Excel, Sales
Education
The College of Idaho 2010 — 2014
Bachelor's Degree, Business Administration
Hewlett-Packard May 2015 - Present
Hewlett-Packard December 2014 - April 2015
Warm Springs Golf Course and Mccall Golf Club March 2007 - October 2014
The College of Idaho November 2013 - May 2014
The College of Idaho January 2011 - May 2014
The College of Idaho December 2013 - February 2014
YMCA January 2012 - May 2013
College of Idaho/Campus Ministries February 2013 - February 2013
Principal Financial Group December 2011 - February 2012
Skills
Leadership, Coaching, Team Building, Customer Service, Sports, Teamwork, Sports Marketing, Sponsorship, Golf, Microsoft Office, PowerPoint, Public Speaking, Microsoft Excel, Sales
Education
The College of Idaho 2010 — 2014
Bachelor's Degree, Business Administration
Ray Webster MD, MPH Ray Webster MD, MPH's Principal Financial Group Experience September 1987 - September 2009
Job Vice President and Chief Medical Director Sammons Financial Group (Midland National/North American Companies)
Industry Insurance
Experience
Sammons Financial Group/Midland National/North American April 2013 - Present
Aviva Life Insurance Company October 2009 - March 2013
Air National Guard February 2007 - October 2010
Iowa Air National Guard December 1986 - October 2010
Principal Financial Group September 1987 - September 2009
United States Air Force July 1979 - September 1986
Skills
Microsoft Office, Microsoft Word, PowerPoint, Customer Service, Research, Outlook, English, Photoshop, Windows, Teaching, Budgets, Public Speaking, Editing, Strategic Planning, Negotiation
Education
University of Missouri-Columbia 1974 — 1978
Doctor of Medicine (M.D.), Medicine
The Johns Hopkins University 1982 — 1983
Master of Public Health (M.P.H.)
St Louis University 1971 — 1974
Bachelor of Arts (BA), Biology, Magna Cum Laude
Sammons Financial Group/Midland National/North American April 2013 - Present
Aviva Life Insurance Company October 2009 - March 2013
Air National Guard February 2007 - October 2010
Iowa Air National Guard December 1986 - October 2010
Principal Financial Group September 1987 - September 2009
United States Air Force July 1979 - September 1986
Skills
Microsoft Office, Microsoft Word, PowerPoint, Customer Service, Research, Outlook, English, Photoshop, Windows, Teaching, Budgets, Public Speaking, Editing, Strategic Planning, Negotiation
Education
University of Missouri-Columbia 1974 — 1978
Doctor of Medicine (M.D.), Medicine
The Johns Hopkins University 1982 — 1983
Master of Public Health (M.P.H.)
St Louis University 1971 — 1974
Bachelor of Arts (BA), Biology, Magna Cum Laude
Jeremy Swonke Jeremy Swonke's Principal Financial Group Experience August 2009 - July 2013
Job Account Manager at Lockton Companies, LLC
Industry Financial Services
Experience
Arthur J. Gallagher & Co. August 2015 - Present
Lockton Companies July 2013 - July 2015
Principal Financial Group August 2009 - July 2013
Principal Financial Group August 2009 - October 2010
Skills
Team Building, Customer Service, Account Management, PowerPoint, Microsoft Excel, Sales Management, Marketing, Management, 401k, Finance, Life Insurance, Strategic Planning, Underwriting, Financial Analysis, Negotiation, Insurance, Salesforce.com, Disability Insurance, Health Insurance, Sales, Pricing, Cold Calling, Analysis, New Business Development, Customer Satisfaction, Term Life Insurance, Recruiting, Public Speaking, Microsoft Office, Customer Retention, Brokers, Employee Benefits, Health Savings Accounts, Training, Sales Presentations, Leadership, Risk Management, Investments, COBRA, Direct Sales, Selling, Human Resources, Benefits Administration, Building Relationships, Employee Relations, Health Care Reform, Outlook, Process Improvement, Sales Operations, Time Management
Education
Texas A&M University 2004 — 2008
Bachelor, Political Science
Texas A&M University 2004 — 2008
Bachelor of Arts (BA), Political Science and Government
Arthur J. Gallagher & Co. August 2015 - Present
Lockton Companies July 2013 - July 2015
Principal Financial Group August 2009 - July 2013
Principal Financial Group August 2009 - October 2010
Skills
Team Building, Customer Service, Account Management, PowerPoint, Microsoft Excel, Sales Management, Marketing, Management, 401k, Finance, Life Insurance, Strategic Planning, Underwriting, Financial Analysis, Negotiation, Insurance, Salesforce.com, Disability Insurance, Health Insurance, Sales, Pricing, Cold Calling, Analysis, New Business Development, Customer Satisfaction, Term Life Insurance, Recruiting, Public Speaking, Microsoft Office, Customer Retention, Brokers, Employee Benefits, Health Savings Accounts, Training, Sales Presentations, Leadership, Risk Management, Investments, COBRA, Direct Sales, Selling, Human Resources, Benefits Administration, Building Relationships, Employee Relations, Health Care Reform, Outlook, Process Improvement, Sales Operations, Time Management
Education
Texas A&M University 2004 — 2008
Bachelor, Political Science
Texas A&M University 2004 — 2008
Bachelor of Arts (BA), Political Science and Government
Joe Wilson, CFP®, ChFC®, CLU® Joe Wilson, CFP®, ChFC®, CLU®'s Principal Financial Group Experience 2005 - 2006
Job Wealth Management Advisor at TIAACREF
Industry Financial Services
Experience
TIAA-CREF 2006 - Present
Principal Financial Group 2005 - 2006
Wilson Brothers Financial Group 2001 - 2005
Northwestern Mutual 1998 - 2001
Skills
Wealth Management, Series 63, Investments, Series 7, Asset Allocation, Financial Advisory, Financial Services, Insurance, Wealth Management..., Finance, Financial Planners, Retirement Planning, Mutual Funds, Retirement, Asset Managment, Strategic Financial..., 401k, Securities, Fixed Annuities, Estate Planning, Series 6, Series 65, Portfolio Management, Management, Leadership, Public Speaking
Education
The American College 2005 — 2006
Certified Financial Planner, Chartered Financial Consultant and Chartered Life Underwriter programs, Financial Planning and Services
Paine College 1997 — 2001
2001, Bachelor of Science, Business Administration
TIAA-CREF 2006 - Present
Principal Financial Group 2005 - 2006
Wilson Brothers Financial Group 2001 - 2005
Northwestern Mutual 1998 - 2001
Skills
Wealth Management, Series 63, Investments, Series 7, Asset Allocation, Financial Advisory, Financial Services, Insurance, Wealth Management..., Finance, Financial Planners, Retirement Planning, Mutual Funds, Retirement, Asset Managment, Strategic Financial..., 401k, Securities, Fixed Annuities, Estate Planning, Series 6, Series 65, Portfolio Management, Management, Leadership, Public Speaking
Education
The American College 2005 — 2006
Certified Financial Planner, Chartered Financial Consultant and Chartered Life Underwriter programs, Financial Planning and Services
Paine College 1997 — 2001
2001, Bachelor of Science, Business Administration
Carrie Fox Carrie Fox's Principal Financial Group Experience September 2007 - December 2013
Job Business Development Consultant
Industry Information Services
Experience
Owner 2012 - Present
Cunningham Energy December 2013 - Present
Fox Payroll April 2010 - Present
Principal Financial Group September 2007 - December 2013
Skills
Retirement Planning, Retirement, Mutual Funds, 401k, Fixed Annuities, Series 63, Strategic Financial..., Asset Allocation, Investments, Life Insurance, Disability Insurance, Wealth Management, Securities, Investment Advisory, Financial Advisory, Estate Planning, Insurance
Education
Texas Wesleyan University 1990 — 1994
Bachelor of Science (B.S.)
Owner 2012 - Present
Cunningham Energy December 2013 - Present
Fox Payroll April 2010 - Present
Principal Financial Group September 2007 - December 2013
Skills
Retirement Planning, Retirement, Mutual Funds, 401k, Fixed Annuities, Series 63, Strategic Financial..., Asset Allocation, Investments, Life Insurance, Disability Insurance, Wealth Management, Securities, Investment Advisory, Financial Advisory, Estate Planning, Insurance
Education
Texas Wesleyan University 1990 — 1994
Bachelor of Science (B.S.)
David Schlesser,CLU,LUTCF David Schlesser,CLU,LUTCF's Principal Financial Group Experience March 2003 - May 2006
Job Agency Director at AIG Financial Network
Industry Financial Services
Experience
AIG Financial Network August 2014 - Present
Ohio National Financial Services December 2009 - January 2014
FUTURITY FIRST Insurance Group March 2008 - October 2009
The Guardian Life Insurance Company of America May 2006 - February 2008
Principal Financial Group March 2003 - May 2006
New York Life Insurance Company 1999 - March 2003
Metlife 1992 - 1999
Skills
Life Insurance, Disability Insurance, Variable Annuities, Qualified Retirement..., Recruiting, Insurance, Retirement, Employee Benefits, FINRA, Fixed Annuities, Investments, Long-term Care, Mutual Funds, Retirement Planning, Term Life Insurance
Education
University of Illinois at Chicago 1979 — 1981
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
The American College
AIG Financial Network August 2014 - Present
Ohio National Financial Services December 2009 - January 2014
FUTURITY FIRST Insurance Group March 2008 - October 2009
The Guardian Life Insurance Company of America May 2006 - February 2008
Principal Financial Group March 2003 - May 2006
New York Life Insurance Company 1999 - March 2003
Metlife 1992 - 1999
Skills
Life Insurance, Disability Insurance, Variable Annuities, Qualified Retirement..., Recruiting, Insurance, Retirement, Employee Benefits, FINRA, Fixed Annuities, Investments, Long-term Care, Mutual Funds, Retirement Planning, Term Life Insurance
Education
University of Illinois at Chicago 1979 — 1981
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
The American College
Kyle Sattler's Principal Financial Group Experience June 2014 - February 2015
Job Sales Representative at Lauren Innovations
Industry Medical Devices
Experience
Lauren Innovations June 2015 - Present
Lincare Home Medical Eqpt February 2015 - Present
Principal Financial Group June 2014 - February 2015
Ohio State Video Services June 2012 - May 2014
Speedway LLC May 2013 - November 2013
Tuscarawas County Clerk of Courts June 2009 - August 2010
Skills
PowerPoint, Leadership, Access, Microsoft Office, Time Management, Public Speaking, Microsoft Word, Research, Event Planning, Data Analysis, Microsoft Excel, Customer Service, Social Media, Higher Education, Fundraising, Team Leadership
Education
The Ohio State University 2010 — 2014
Bachelor of Arts (B.A.), Strategic Communication
Lauren Innovations June 2015 - Present
Lincare Home Medical Eqpt February 2015 - Present
Principal Financial Group June 2014 - February 2015
Ohio State Video Services June 2012 - May 2014
Speedway LLC May 2013 - November 2013
Tuscarawas County Clerk of Courts June 2009 - August 2010
Skills
PowerPoint, Leadership, Access, Microsoft Office, Time Management, Public Speaking, Microsoft Word, Research, Event Planning, Data Analysis, Microsoft Excel, Customer Service, Social Media, Higher Education, Fundraising, Team Leadership
Education
The Ohio State University 2010 — 2014
Bachelor of Arts (B.A.), Strategic Communication
Eric Mulh Eric Mulh's Principal Financial Group Experience January 2013 - August 2013
Job Research Analyst at Ellwood Associates
Industry Financial Services
Experience
Ellwood Associates April 2015 - Present
Ellwood Associates June 2014 - March 2015
Landscaping of Upper Arlington 2011 - 2014
Principal Financial Group January 2013 - August 2013
Plaskolite Inc August 2012 - January 2013
Plaskolite Inc June 2012 - September 2012
Skills
Spanish, Economics, Microsoft Office, Analytical Skills, Critical Thinking, Research, Finance, Microsoft Excel
Education
The Ohio State University 2010 — 2014
Bachelor of Arts (B.A.), Economics
Upper Arlington High School 2007 — 2010
Ellwood Associates April 2015 - Present
Ellwood Associates June 2014 - March 2015
Landscaping of Upper Arlington 2011 - 2014
Principal Financial Group January 2013 - August 2013
Plaskolite Inc August 2012 - January 2013
Plaskolite Inc June 2012 - September 2012
Skills
Spanish, Economics, Microsoft Office, Analytical Skills, Critical Thinking, Research, Finance, Microsoft Excel
Education
The Ohio State University 2010 — 2014
Bachelor of Arts (B.A.), Economics
Upper Arlington High School 2007 — 2010
Carol Parrish Carol Parrish's Principal Financial Group Experience March 2011 - February 2015
Job Managing Director at Walters Wealth Management
Industry Financial Services
Experience
Walters Wealth Management March 2015 - Present
Principal Financial Group March 2011 - February 2015
Principal Financial Group November 2009 - March 2011
University of Washington Athletics July 2006 - July 2009
University of Washington Athletics October 1996 - June 2006
The Columbus Chill 1995 - 1996
Skills
401 (k), 403 (b), SEP&..., Business Continuation..., Buy-Sell Review, Deferred Compensation..., Disability Income..., Estate Planning, Executive Benefits..., Informal Business..., Long-Term Care Insurance, Retirement Planning, Supplemental Retirement..., Wealth Accumulation
Education
The Ohio State University
Masters of Arts Degree, Sport Management
University of Washington
Bachelor of Arts, Business Administration, Accounting Concentration
W.F.West High School 1988 — 1991
Muffley
Walters Wealth Management March 2015 - Present
Principal Financial Group March 2011 - February 2015
Principal Financial Group November 2009 - March 2011
University of Washington Athletics July 2006 - July 2009
University of Washington Athletics October 1996 - June 2006
The Columbus Chill 1995 - 1996
Skills
401 (k), 403 (b), SEP&..., Business Continuation..., Buy-Sell Review, Deferred Compensation..., Disability Income..., Estate Planning, Executive Benefits..., Informal Business..., Long-Term Care Insurance, Retirement Planning, Supplemental Retirement..., Wealth Accumulation
Education
The Ohio State University
Masters of Arts Degree, Sport Management
University of Washington
Bachelor of Arts, Business Administration, Accounting Concentration
W.F.West High School 1988 — 1991
Muffley
Andrew Wilson PMP/CSM's Principal Financial Group Experience 1996 - 2002
Job Senior Project Manager at CDW
Industry Information Technology and Services
Experience
CDW May 2012 - Present
Equity Trust Company January 2008 - May 2012
National City Corp March 2007 - December 2007
Bristol West Insurance Group January 1997 - March 2007
Principal Financial Group 1996 - 2002
Natiowide Insurance 1989 - 1996
Skills
Business Analysis, Vendor Management, Six Sigma, Leadership, ERP, Project Portfolio..., Project Execution, MS Project, Problem Solving, Project Planning, Project Implementation, Project Coordination, Software Project..., Project Delivery, Agile Methodologies, Agile Project Management, Scrum, Process Improvement, Risk Management, Visio, SDLC, Resource Management, Team Leadership, Requirements Gathering, Business Intelligence, Program Management, Business Process..., Project Management, Analysis, Management, Quality Assurance, SharePoint, Software Documentation, IT Management, Enterprise Software, PMP, PMO, IT Strategy, Business Requirements, SaaS, Cloud Computing, Business Process
Education
New Horizons Technical Institute 1999 — 2004
MCSE, Networking and Security
The Ohio State University 1986 — 1994
BA, Economics
CDW May 2012 - Present
Equity Trust Company January 2008 - May 2012
National City Corp March 2007 - December 2007
Bristol West Insurance Group January 1997 - March 2007
Principal Financial Group 1996 - 2002
Natiowide Insurance 1989 - 1996
Skills
Business Analysis, Vendor Management, Six Sigma, Leadership, ERP, Project Portfolio..., Project Execution, MS Project, Problem Solving, Project Planning, Project Implementation, Project Coordination, Software Project..., Project Delivery, Agile Methodologies, Agile Project Management, Scrum, Process Improvement, Risk Management, Visio, SDLC, Resource Management, Team Leadership, Requirements Gathering, Business Intelligence, Program Management, Business Process..., Project Management, Analysis, Management, Quality Assurance, SharePoint, Software Documentation, IT Management, Enterprise Software, PMP, PMO, IT Strategy, Business Requirements, SaaS, Cloud Computing, Business Process
Education
New Horizons Technical Institute 1999 — 2004
MCSE, Networking and Security
The Ohio State University 1986 — 1994
BA, Economics
Kendra Wendel Kendra Wendel's Principal Financial Group Experience January 2009 - September 2010
Job Account Executive at USI Insurance Services
Industry Insurance
Experience
USI Insurance Services November 2010 - Present
Principal Financial Group January 2009 - September 2010
Cintas January 2006 - May 2008
Cintas June 2004 - December 2005
Skills
Health Insurance, Insurance, Account Management, Employee Benefits, Training, Benefits Administration, Life Insurance, Health Savings Accounts, Cold Calling, Brokers, Disability Insurance, COBRA
Education
Texas Tech University 2000 — 2004
BBA, Marketing
USI Insurance Services November 2010 - Present
Principal Financial Group January 2009 - September 2010
Cintas January 2006 - May 2008
Cintas June 2004 - December 2005
Skills
Health Insurance, Insurance, Account Management, Employee Benefits, Training, Benefits Administration, Life Insurance, Health Savings Accounts, Cold Calling, Brokers, Disability Insurance, COBRA
Education
Texas Tech University 2000 — 2004
BBA, Marketing
Jesus A. Jaramillo, LUTCF's Principal Financial Group Experience January 2011 - August 2013
Job Financial Advisor
Industry Financial Services
Experience
Financial Advisor January 2005 - Present
Western & Southern Financial Group August 2013 - November 2014
Principal Financial Group January 2011 - August 2013
Prudential Financial January 2005 - June 2010
Skills
Life Insurance, Disability Insurance, Retirement, Financial Services, Insurance, Investments, Finance, Health Insurance, Management, Sales, Fixed Annuities, Small Business, Retirement Planning, Term Life Insurance, Employee Benefits, Sales Management
Education
The American College 2005 — 2006
LUTCF, Financial Services and Insurance Planning
Arizona Tech / ITT 1980 — 1982
AS, Business & Electronics
Nogales High 1974 — 1978
Financial Advisor January 2005 - Present
Western & Southern Financial Group August 2013 - November 2014
Principal Financial Group January 2011 - August 2013
Prudential Financial January 2005 - June 2010
Skills
Life Insurance, Disability Insurance, Retirement, Financial Services, Insurance, Investments, Finance, Health Insurance, Management, Sales, Fixed Annuities, Small Business, Retirement Planning, Term Life Insurance, Employee Benefits, Sales Management
Education
The American College 2005 — 2006
LUTCF, Financial Services and Insurance Planning
Arizona Tech / ITT 1980 — 1982
AS, Business & Electronics
Nogales High 1974 — 1978
Sally Zhao's Principal Financial Group Experience June 2015 - Present
Job Business Development Analyst at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group June 2015 - Present
Accenture June 2014 - August 2014
BOC International August 2013 - September 2013
TIAA-CREF June 2013 - August 2013
Baosteel Group Co. July 2012 - August 2012
Hwabao Trust May 2012 - July 2012
Nationwide Insurance April 2012 - April 2012
The 14th FINA (Federation International De Natation) June 2011 - July 2011
Skills
SPSS, Minitab, R (Programing Language), mM/PC, Apple/Mac, Microsoft Office, Stata, Critical Thinking, Data Analysis, Statistics, Marketing Strategy, Event Planning, Research, Social Media, Chinese, Intercultural..., Assistant Teaching, Economics
Education
The London School of Economics and Political Science (LSE) 2013 — 2014
General Course
Grinnell College 2011 — 2015
Bachelor of Arts (B.A.), Economics, Mathematics, Graduated with Honors
High School Affiliated to Fudan University 2008 — 2011
High School Diploma, 3.93
Principal Financial Group June 2015 - Present
Accenture June 2014 - August 2014
BOC International August 2013 - September 2013
TIAA-CREF June 2013 - August 2013
Baosteel Group Co. July 2012 - August 2012
Hwabao Trust May 2012 - July 2012
Nationwide Insurance April 2012 - April 2012
The 14th FINA (Federation International De Natation) June 2011 - July 2011
Skills
SPSS, Minitab, R (Programing Language), mM/PC, Apple/Mac, Microsoft Office, Stata, Critical Thinking, Data Analysis, Statistics, Marketing Strategy, Event Planning, Research, Social Media, Chinese, Intercultural..., Assistant Teaching, Economics
Education
The London School of Economics and Political Science (LSE) 2013 — 2014
General Course
Grinnell College 2011 — 2015
Bachelor of Arts (B.A.), Economics, Mathematics, Graduated with Honors
High School Affiliated to Fudan University 2008 — 2011
High School Diploma, 3.93
Sheila Tringe Sheila Tringe's Principal Financial Group Experience 1993 - Present
Job Princor Registered Representative and Career Agent
Industry Financial Services
Experience
Principal Financial Group 1993 - Present
Skills
401(k), 403 (b), SEP, &..., Annuities (Variable &..., Asset Allocation, Business Continuation..., Business Overhead..., Buy-Sell Agreements, Buy-Sell Review, Charitable Giving, College Funding..., Deferred Compensation, Disability Income..., Estate Planning, Executive Benefits..., Financial Needs Analysis, Income Protection, Informal Business..., IRAs (Traditional &..., Key Person Insurance, Long Term Care Insurance, Mutual Funds, Pension Plans, Salary Continuation, Split Dollar Plans, Supplemental Retirement..., Survivor Income, Tax-Deferred Savings, Term Life Insurance, Universal LIfe Insurance, Wealth Accumulation
Education
The George Washington University 1963 — 1967
Bachelor of Arts (BA), English Literature
Principal Financial Group 1993 - Present
Skills
401(k), 403 (b), SEP, &..., Annuities (Variable &..., Asset Allocation, Business Continuation..., Business Overhead..., Buy-Sell Agreements, Buy-Sell Review, Charitable Giving, College Funding..., Deferred Compensation, Disability Income..., Estate Planning, Executive Benefits..., Financial Needs Analysis, Income Protection, Informal Business..., IRAs (Traditional &..., Key Person Insurance, Long Term Care Insurance, Mutual Funds, Pension Plans, Salary Continuation, Split Dollar Plans, Supplemental Retirement..., Survivor Income, Tax-Deferred Savings, Term Life Insurance, Universal LIfe Insurance, Wealth Accumulation
Education
The George Washington University 1963 — 1967
Bachelor of Arts (BA), English Literature
Andrew Michaud, ChFC®, CLU® Andrew Michaud, ChFC®, CLU®'s Principal Financial Group Experience March 2014 - Present
Job Chartered Financial Consultant
Industry Financial Services
Experience
Principal Financial Group March 2014 - Present
Maine Life & Retirement Strategies June 2013 - Present
Skills
Employee Benefits, Long Term Care Insurance, Retirement Planning, Life Insurance, Licensed Life Insurance..., Annuity Sales, Term Life Insurance, Permanent Life Insurance, Education Funding, Charitable Gift Planning, Retirement, Small Business, Estate Planning, Irrevocable Life..., Disability Benefits, Non-Qualified Deferred..., Registered Investment..., Charitable Remainder..., Customer Service, Strategic Financial..., Insurance, Financial Advisory, Investments, Financial Services
Education
The American College 2009 — 2013
ChFC® Chartered Financial Consultant, Advanced Financial Planning
The American College 2007 — 2013
CLU®, Chartered Life Underwriter
University of Maine 1988 — 1992
BS, Business Administration, Marketing
Windham High School 1984 — 1988
High school
Principal Financial Group March 2014 - Present
Maine Life & Retirement Strategies June 2013 - Present
Skills
Employee Benefits, Long Term Care Insurance, Retirement Planning, Life Insurance, Licensed Life Insurance..., Annuity Sales, Term Life Insurance, Permanent Life Insurance, Education Funding, Charitable Gift Planning, Retirement, Small Business, Estate Planning, Irrevocable Life..., Disability Benefits, Non-Qualified Deferred..., Registered Investment..., Charitable Remainder..., Customer Service, Strategic Financial..., Insurance, Financial Advisory, Investments, Financial Services
Education
The American College 2009 — 2013
ChFC® Chartered Financial Consultant, Advanced Financial Planning
The American College 2007 — 2013
CLU®, Chartered Life Underwriter
University of Maine 1988 — 1992
BS, Business Administration, Marketing
Windham High School 1984 — 1988
High school
Wes Forte's Principal Financial Group Experience January 2006 - Present
Job Financial Advisor at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group January 2006 - Present
Silver Oak Financial December 2003 - December 2005
John Hancock Life Insurance Company (U.S.A.) April 1991 - June 1993
Skills
Business Analysis, Retirement Planning, Wealth Management, Retirement, Annuities, Investments, Deferred Compensation, Group Employee Benefits, Disability Insurance, Fixed Annuities, Series 63, Employee Benefits, 401k, Roth IRA, Saving for Education, Series 65, Long Term Care Insurance, Universal Life, Qualified Retirement..., Key Person Insurance, 529 Plans, 401k Rollovers, Estate Planning, Long-term Care
Education
University of Houston to study real estate. 1989 — 1989
Texas Southern University 1967 — 1971
History Major
Principal Financial Group January 2006 - Present
Silver Oak Financial December 2003 - December 2005
John Hancock Life Insurance Company (U.S.A.) April 1991 - June 1993
Skills
Business Analysis, Retirement Planning, Wealth Management, Retirement, Annuities, Investments, Deferred Compensation, Group Employee Benefits, Disability Insurance, Fixed Annuities, Series 63, Employee Benefits, 401k, Roth IRA, Saving for Education, Series 65, Long Term Care Insurance, Universal Life, Qualified Retirement..., Key Person Insurance, 529 Plans, 401k Rollovers, Estate Planning, Long-term Care
Education
University of Houston to study real estate. 1989 — 1989
Texas Southern University 1967 — 1971
History Major
Steven Glenn,CLU,ChFC,MSFS,MSM Steven Glenn,CLU,ChFC,MSFS,MSM's Principal Financial Group Experience March 1979 - December 1983
Job Agency Director of Advanced Planning at Financial Design Associates
Industry Financial Services
Experience
Financial Design Associates October 2012 - Present
The Glenn Planning Group June 1970 - September 2012
UBS April 1998 - December 2007
Sun Life Financial February 1992 - December 1997
Principal Financial Group March 1979 - December 1983
Skills
Retirement Planning, Fixed Annuities, Insurance, Retirement, Financial Advisory, Finance, Investments, Securities, Mutual Funds
Education
University of Miami 1964 — 1970
Bachelor of Arts (B.A.), Sociology
The American College 1970 — 1976
Chartered Life Underwriter
The American College 1980 — 1982
Chartered Financial Consultant
The American College 1983 — 1988
Master of Science in Financial Services
The American College 1983 — 1988
Master of Science in Management
Financial Design Associates October 2012 - Present
The Glenn Planning Group June 1970 - September 2012
UBS April 1998 - December 2007
Sun Life Financial February 1992 - December 1997
Principal Financial Group March 1979 - December 1983
Skills
Retirement Planning, Fixed Annuities, Insurance, Retirement, Financial Advisory, Finance, Investments, Securities, Mutual Funds
Education
University of Miami 1964 — 1970
Bachelor of Arts (B.A.), Sociology
The American College 1970 — 1976
Chartered Life Underwriter
The American College 1980 — 1982
Chartered Financial Consultant
The American College 1983 — 1988
Master of Science in Financial Services
The American College 1983 — 1988
Master of Science in Management
Ned Hennessey Ned Hennessey's Principal Financial Group Experience November 2008 - Present
Job Southeast Regional VP at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group November 2008 - Present
Great-West July 2002 - October 2006
Education
The Ohio State University 1994 — 1998
Finance
Principal Financial Group November 2008 - Present
Great-West July 2002 - October 2006
Education
The Ohio State University 1994 — 1998
Finance
John Bastian LUTCF, CLF® John Bastian LUTCF, CLF®'s Principal Financial Group Experience September 2015 - Present
Job Field Supervisory Associate at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group September 2015 - Present
Principal Financial Group October 2002 - Present
Principal Financial Group January 2014 - September 2015
Principal Financial Group October 2002 - February 2014
Principal Financial Group October 2002 - July 2008
Provident Mutual Insurance Company 1998 - 2002
Education
The American College 2011 — 2012
CLF® - Chartered Leadership Fellow
The College of New Jersey 1983 — 1986
Education
Principal Financial Group September 2015 - Present
Principal Financial Group October 2002 - Present
Principal Financial Group January 2014 - September 2015
Principal Financial Group October 2002 - February 2014
Principal Financial Group October 2002 - July 2008
Provident Mutual Insurance Company 1998 - 2002
Education
The American College 2011 — 2012
CLF® - Chartered Leadership Fellow
The College of New Jersey 1983 — 1986
Education
Allie Geysen Allie Geysen's Principal Financial Group Experience March 2015 - Present
Job HR Lead Consultant, Organizational Change Management at Principal Financial Group
Industry Food & Beverages
Experience
Principal Financial Group March 2015 - Present
Pepsi Beverages Company June 2011 - March 2015
Thermo Fisher Scientific August 2010 - July 2011
Raytheon July 2009 - August 2010
Raytheon November 2008 - July 2009
Raytheon February 2008 - November 2008
Raytheon July 2007 - February 2008
Skills
Succession Planning, Talent Management, Employee Relations, Talent Acquisition, Performance Management, Employee Engagement, Labor Relations, Employment Law, Human Resources, Leadership Development, Personnel Management, Career Development, Management, Employee Benefits, Change Management, FMLA, Training, Coaching, Organizational..., Onboarding
Education
The Chicago School of Professional Psychology 2005 — 2007
MS, Industrial/Organizational Psychology
University of Iowa 2001 — 2005
B.S., Psychology
Principal Financial Group March 2015 - Present
Pepsi Beverages Company June 2011 - March 2015
Thermo Fisher Scientific August 2010 - July 2011
Raytheon July 2009 - August 2010
Raytheon November 2008 - July 2009
Raytheon February 2008 - November 2008
Raytheon July 2007 - February 2008
Skills
Succession Planning, Talent Management, Employee Relations, Talent Acquisition, Performance Management, Employee Engagement, Labor Relations, Employment Law, Human Resources, Leadership Development, Personnel Management, Career Development, Management, Employee Benefits, Change Management, FMLA, Training, Coaching, Organizational..., Onboarding
Education
The Chicago School of Professional Psychology 2005 — 2007
MS, Industrial/Organizational Psychology
University of Iowa 2001 — 2005
B.S., Psychology
Jim Knight, MHP Jim Knight, MHP's Principal Financial Group Experience December 1986 - June 1991
Job President and CEO, Secured Shred
Industry Environmental Services
Experience
Secured Shred February 2006 - Present
BenefitMall December 1997 - May 2005
InfoMed April 1996 - January 1998
Group Benefit Services June 1991 - May 1996
United States Marine Corps October 1983 - December 1995
Principal Financial Group December 1986 - June 1991
Skills
Insurance, New Business Development, Sales Management, Public Speaking, Sales, Contract Negotiation, Direct Sales, Employee Benefits, Team Building, Strategic Planning, Small Business, Business Development, Operations Management, Negotiation, Marketing
Education
University of Maryland College Park 1977 — 1982
BS Business Management, Business and Econimics
Paint Branch HS 1976 — 1977
High School
Robert E. Peary HS 1974 — 1976
High School
The Johns Hopkins University
Secured Shred February 2006 - Present
BenefitMall December 1997 - May 2005
InfoMed April 1996 - January 1998
Group Benefit Services June 1991 - May 1996
United States Marine Corps October 1983 - December 1995
Principal Financial Group December 1986 - June 1991
Skills
Insurance, New Business Development, Sales Management, Public Speaking, Sales, Contract Negotiation, Direct Sales, Employee Benefits, Team Building, Strategic Planning, Small Business, Business Development, Operations Management, Negotiation, Marketing
Education
University of Maryland College Park 1977 — 1982
BS Business Management, Business and Econimics
Paint Branch HS 1976 — 1977
High School
Robert E. Peary HS 1974 — 1976
High School
The Johns Hopkins University
Timothy J. Harrison, CFP, CLU, ChFC Timothy J. Harrison, CFP, CLU, ChFC's Principal Financial Group Experience July 2002 - Present
Job Princor Registered Representative at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group July 2002 - Present
Principal Financial Group July 2002 - Present
Skills
401k, Fixed Annuities, IRAs, Disability Insurance, Series 63, Life Insurance, Roth IRA, 401k Rollovers, Long Term Care Insurance, Variable Annuities, Retirement Planning
Education
The American College 2003 — 2014
University of Wisconsin-Madison 1998 — 2002
Bachelor of Science (B.S.), Economics
Principal Financial Group July 2002 - Present
Principal Financial Group July 2002 - Present
Skills
401k, Fixed Annuities, IRAs, Disability Insurance, Series 63, Life Insurance, Roth IRA, 401k Rollovers, Long Term Care Insurance, Variable Annuities, Retirement Planning
Education
The American College 2003 — 2014
University of Wisconsin-Madison 1998 — 2002
Bachelor of Science (B.S.), Economics
Marvin Souchek Marvin Souchek's Principal Financial Group Experience 1987 - 2003
Job Your Retirement Plan Architect.
Industry Financial Services
Experience
'Benefit Planning Specialist, Inc.' 1975 - Present
Principal Financial Group 1987 - 2003
Skills
401(k) / PS Benchmarking, 401(k) / PS Vendor..., 401(k) / PS Fiduciary..., 401(k) / PS Investment..., 403(b) ERISA Plans, Retirement Plan..., Retirement Planning, Securities
Education
University of Pennsylvania - The Wharton School 1989 — 1994
The American College 1975 — 1983
Advanced Career Studies
University of Nebraska at Omaha 1968 — 1971
Bachelor of Business Administration (B.B.A.), Accounting
'Benefit Planning Specialist, Inc.' 1975 - Present
Principal Financial Group 1987 - 2003
Skills
401(k) / PS Benchmarking, 401(k) / PS Vendor..., 401(k) / PS Fiduciary..., 401(k) / PS Investment..., 403(b) ERISA Plans, Retirement Plan..., Retirement Planning, Securities
Education
University of Pennsylvania - The Wharton School 1989 — 1994
The American College 1975 — 1983
Advanced Career Studies
University of Nebraska at Omaha 1968 — 1971
Bachelor of Business Administration (B.B.A.), Accounting
Paul Workmaster Paul Workmaster's Principal Financial Group Experience 1992 - 1995
Job Retirement Readiness Coach
Industry Financial Services
Experience
Gary A. Gibson Insurance Agency, LLC August 2003 - Present
Canal Winchester Gold Star Referral Club November 2009 - Present
Columbus Soap Box Derby 2008 - Present
Hondros College of Business September 1998 - Present
Long Term Care Financial Partners October 2011 - April 2014
Charity Newsies December 1992 - April 2014
Principal Financial Group 1992 - 1995
Skills
Insurance, Long-term Care, Retirement, Customer Service, Public Speaking, Strategic Planning, Team Building, Retirement Planning, Property & Casualty..., Term Life Insurance, Investments, Estate Planning, Health Insurance, Employee Benefits, Recruiting, Training, Life Insurance, Management, Fixed Annuities, Analysis, Sales, Coaching, Leadership, Marketing, Financial Advisory, Disability Insurance, Small Business, Long Term Care Insurance, Financial Services, Strategic Financial..., 401k, Mutual Funds, Securities, Financial Planners, Risk Management, Finance, Underwriting, Medicare, Credit, Brokers, Wealth Management
Education
The American College
CLU Program
The Ohio State University 1967 — 1972
B.S.in Business Administration, Marketing and Pre-Engineering
Gary A. Gibson Insurance Agency, LLC August 2003 - Present
Canal Winchester Gold Star Referral Club November 2009 - Present
Columbus Soap Box Derby 2008 - Present
Hondros College of Business September 1998 - Present
Long Term Care Financial Partners October 2011 - April 2014
Charity Newsies December 1992 - April 2014
Principal Financial Group 1992 - 1995
Skills
Insurance, Long-term Care, Retirement, Customer Service, Public Speaking, Strategic Planning, Team Building, Retirement Planning, Property & Casualty..., Term Life Insurance, Investments, Estate Planning, Health Insurance, Employee Benefits, Recruiting, Training, Life Insurance, Management, Fixed Annuities, Analysis, Sales, Coaching, Leadership, Marketing, Financial Advisory, Disability Insurance, Small Business, Long Term Care Insurance, Financial Services, Strategic Financial..., 401k, Mutual Funds, Securities, Financial Planners, Risk Management, Finance, Underwriting, Medicare, Credit, Brokers, Wealth Management
Education
The American College
CLU Program
The Ohio State University 1967 — 1972
B.S.in Business Administration, Marketing and Pre-Engineering
Barry Mulholland, PhD, CFP®, ChFC®, LIC's Principal Financial Group Experience June 1999 - October 2004
Job Assistant Professor, Personal Financial Planning Department at Texas Tech University
Industry Higher Education
Experience
Texas Tech University September 2012 - Present
Texas Tech University August 2011 - August 2012
Texas Tech University August 2009 - August 2011
University of Wisconsin Oshkosh August 2002 - June 2011
Principal Financial Group June 1999 - October 2004
Central Resources, LLC June 1996 - February 1999
Skills
University Teaching, Learn New Technology..., Professional Networking, Building My Research..., Higher Education, Teaching, Research, Public Speaking, SPSS, Data Analysis, Critical Thinking, Microsoft Office, E-Learning, Strategic Planning, Financial Planners, Business Networking, Strategic Financial..., Investments, Curriculum Design, Personal Finance, Insurance, Personal Financial..., Management, Program Management, Financial Planning
Education
Texas Tech University 2009 — 2014
Ph.D., Personal Financial Planning
University of Wisconsin-Oshkosh 1993 — 1995
MBA
University of Miami 1983 — 1985
BSME, Mechanical Engineering
Texas Tech University September 2012 - Present
Texas Tech University August 2011 - August 2012
Texas Tech University August 2009 - August 2011
University of Wisconsin Oshkosh August 2002 - June 2011
Principal Financial Group June 1999 - October 2004
Central Resources, LLC June 1996 - February 1999
Skills
University Teaching, Learn New Technology..., Professional Networking, Building My Research..., Higher Education, Teaching, Research, Public Speaking, SPSS, Data Analysis, Critical Thinking, Microsoft Office, E-Learning, Strategic Planning, Financial Planners, Business Networking, Strategic Financial..., Investments, Curriculum Design, Personal Finance, Insurance, Personal Financial..., Management, Program Management, Financial Planning
Education
Texas Tech University 2009 — 2014
Ph.D., Personal Financial Planning
University of Wisconsin-Oshkosh 1993 — 1995
MBA
University of Miami 1983 — 1985
BSME, Mechanical Engineering
Karen Bavender Karen Bavender's Principal Financial Group Experience November 2014 - Present
Job Senior Communications Consultant at Principal Financial Group
Industry Public Relations and Communications
Experience
Principal Financial Group November 2014 - Present
Principal Financial Group May 2013 - Present
The Principal Financial Group June 2003 - May 2013
Weekenders International 2000 - 2004
Principal Financial Group March 1999 - June 2003
Principal Financial Group September 1997 - March 1999
Discovery Toys Independent Consultant 1995 - 1997
Cigna Group Insurance 1993 - 1997
Cigna Group Insurance 1991 - 1993
Cigna Group Insurance 1990 - 1991
Skills
Human Resources, Internal Communications, Corporate Communications, Strategic Communications, Newsletters, Marketing Communications, Public Relations, Social Media, Copywriting, Interviews, Editing, Copy Editing, Speech Writing, Social Media Marketing, Marketing Strategy, Integrated Marketing, Training, Employee Benefits
Education
Texas A&M University 1982 — 1986
Bachelor of Science, Journalism
Principal Financial Group November 2014 - Present
Principal Financial Group May 2013 - Present
The Principal Financial Group June 2003 - May 2013
Weekenders International 2000 - 2004
Principal Financial Group March 1999 - June 2003
Principal Financial Group September 1997 - March 1999
Discovery Toys Independent Consultant 1995 - 1997
Cigna Group Insurance 1993 - 1997
Cigna Group Insurance 1991 - 1993
Cigna Group Insurance 1990 - 1991
Skills
Human Resources, Internal Communications, Corporate Communications, Strategic Communications, Newsletters, Marketing Communications, Public Relations, Social Media, Copywriting, Interviews, Editing, Copy Editing, Speech Writing, Social Media Marketing, Marketing Strategy, Integrated Marketing, Training, Employee Benefits
Education
Texas A&M University 1982 — 1986
Bachelor of Science, Journalism
Joseph M Tavernite, CLF Joseph M Tavernite, CLF's Principal Financial Group Experience June 2014 - Present
Job Managing Director Principal Financial Group
Industry Financial Services
Experience
NAIFA NY State June 2014 - Present
Principal Financial Group June 2014 - Present
NAIFA-New York September 2013 - Present
NAIFA-Greater Metro Region June 2012 - Present
New England Wealth Strategies January 2011 - May 2014
Planning Center for Professionals, Inc. March 2000 - January 2011
The MONY Group August 1996 - January 2000
Skills
Life Insurance, Disability Insurance, Financial Services, Asset Managment, Retirement Planning, FINRA, Fixed Annuities, Financial Advisory, Mutual Funds, Wealth Management, Retirement, Insurance, Risk Management, Financial Analysis, Investments, Series 7, Investment Advisory, Wealth Management..., Estate Planning, Strategic Financial..., Portfolio Management, Long-term Care, Term Life Insurance, IRAs, Asset Management, Wealth Accumulation, Investment Management, Series 6, Securities, Financial Planners, 401k, Employee Benefits, Variable Annuities, Wealth, Small Business, Asset Allocation, Long Term Care Insurance, Whole Life, Series 63, Finance, Investment Strategies, 401k Rollovers, Pensions, Alternative Investments, Series 24, Bonds, Health Insurance, Personal Finance, Personal Financial..., Retirement Savings
Education
The American College 2006 — 2008
CLF, Finance
NAIFA NY State June 2014 - Present
Principal Financial Group June 2014 - Present
NAIFA-New York September 2013 - Present
NAIFA-Greater Metro Region June 2012 - Present
New England Wealth Strategies January 2011 - May 2014
Planning Center for Professionals, Inc. March 2000 - January 2011
The MONY Group August 1996 - January 2000
Skills
Life Insurance, Disability Insurance, Financial Services, Asset Managment, Retirement Planning, FINRA, Fixed Annuities, Financial Advisory, Mutual Funds, Wealth Management, Retirement, Insurance, Risk Management, Financial Analysis, Investments, Series 7, Investment Advisory, Wealth Management..., Estate Planning, Strategic Financial..., Portfolio Management, Long-term Care, Term Life Insurance, IRAs, Asset Management, Wealth Accumulation, Investment Management, Series 6, Securities, Financial Planners, 401k, Employee Benefits, Variable Annuities, Wealth, Small Business, Asset Allocation, Long Term Care Insurance, Whole Life, Series 63, Finance, Investment Strategies, 401k Rollovers, Pensions, Alternative Investments, Series 24, Bonds, Health Insurance, Personal Finance, Personal Financial..., Retirement Savings
Education
The American College 2006 — 2008
CLF, Finance
Herbert Flowers Herbert Flowers's Principal Financial Group Experience Registered RepresentativePrudential FinancialJune 1978 - June 2000
Job Financial Representative at Principal Financial Group
Industry Insurance
Experience
Principal Financial Group Registered RepresentativePrudential FinancialJune 1978 - June 2000
Skills
Estate Planning, IRAs, Fixed Annuities, Retirement, 401k, Strategic Financial..., Education Funding
Education
Texas State University-San Marcos 1967 — 1972
BS, Education
Principal Financial Group Registered RepresentativePrudential FinancialJune 1978 - June 2000
Skills
Estate Planning, IRAs, Fixed Annuities, Retirement, 401k, Strategic Financial..., Education Funding
Education
Texas State University-San Marcos 1967 — 1972
BS, Education
Janet L Heitzig, CLU, ChFC Janet L Heitzig, CLU, ChFC's Principal Financial Group Experience February 2002 - Present
Job Senior Financial Representative at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group February 2002 - Present
NAIFA 2001 - 2006
State Farm Insurance June 1987 - December 2001
Skills
Life Insurance, Fixed Annuities, 401k, Term Life Insurance, Insurance, Retirement Planning, Disability Insurance, Retirement, Strategic Financial...
Education
The American College 1994 — 2006
CLU, CHFC, CASL, Insurance and Financial Services
NationalCollege of Education 1985 — 1986
BS, Behavorial Science
Principal Financial Group February 2002 - Present
NAIFA 2001 - 2006
State Farm Insurance June 1987 - December 2001
Skills
Life Insurance, Fixed Annuities, 401k, Term Life Insurance, Insurance, Retirement Planning, Disability Insurance, Retirement, Strategic Financial...
Education
The American College 1994 — 2006
CLU, CHFC, CASL, Insurance and Financial Services
NationalCollege of Education 1985 — 1986
BS, Behavorial Science
Neil A. Baxter, CEBS, RHU, REBC, CLU Neil A. Baxter, CEBS, RHU, REBC, CLU's Principal Financial Group Experience July 2008 - February 2010
Job Certified Employee Benefit Specialist at Strategic Services Group, Inc.
Industry Insurance
Experience
Strategic Services Group, Inc. February 2015 - Present
Andwis Employee Benefits, Inc. July 2010 - January 2015
Principal Financial Group July 2008 - February 2010
Strategic Employee Benefit Services of Michigan January 1991 - January 2008
Northwestern Mutual Life insurance products and services January 1988 - January 1991
Skills
Health Insurance, Disability Insurance, Employee Benefits, Insurance, Term Life Insurance, Health Savings Accounts, Life Insurance, Medicare, Fixed Annuities, COBRA, Accident, Benefits Administration
Education
Grand Blanc High School 1974 — 1978
The American College
Registered Health Underwriter, Registered Employee Benefits Consultant
University of Pennsylvania - The Wharton School
Certified Employee Benefit Specialist
Strategic Services Group, Inc. February 2015 - Present
Andwis Employee Benefits, Inc. July 2010 - January 2015
Principal Financial Group July 2008 - February 2010
Strategic Employee Benefit Services of Michigan January 1991 - January 2008
Northwestern Mutual Life insurance products and services January 1988 - January 1991
Skills
Health Insurance, Disability Insurance, Employee Benefits, Insurance, Term Life Insurance, Health Savings Accounts, Life Insurance, Medicare, Fixed Annuities, COBRA, Accident, Benefits Administration
Education
Grand Blanc High School 1974 — 1978
The American College
Registered Health Underwriter, Registered Employee Benefits Consultant
University of Pennsylvania - The Wharton School
Certified Employee Benefit Specialist
Cathy Shepherd, CFP, CLU, ChFC, LUTCF Cathy Shepherd, CFP, CLU, ChFC, LUTCF's Principal Financial Group Experience June 2004 - June 2006
Job Insurance Professional at Trident Insurance Group
Industry Insurance
Experience
Trident Insurance Agency Company July 2010 - Present
BC Sales, Inc. September 2009 - September 2010
Palmer Group June 2006 - September 2009
Principal Financial Group June 2004 - June 2006
American National Insurance April 2002 - May 2004
Farm Bureau Financial Services January 1994 - April 2002
Skills
Insurance, Annuities, Investments, Retirement Planning, Sales, Management, General Insurance, Liability, Casualty, Umbrella Insurance, Sales Management, Recruiting, Fixed Annuities, Life Insurance, Marketing, Leadership, Strategic Financial..., Business Planning, Business Development, Training, Selling, Team Leadership, Term Life Insurance, Brokers
Education
The American College 1993 — 1997
CLU, CHFC, CFP
Trident Insurance Agency Company July 2010 - Present
BC Sales, Inc. September 2009 - September 2010
Palmer Group June 2006 - September 2009
Principal Financial Group June 2004 - June 2006
American National Insurance April 2002 - May 2004
Farm Bureau Financial Services January 1994 - April 2002
Skills
Insurance, Annuities, Investments, Retirement Planning, Sales, Management, General Insurance, Liability, Casualty, Umbrella Insurance, Sales Management, Recruiting, Fixed Annuities, Life Insurance, Marketing, Leadership, Strategic Financial..., Business Planning, Business Development, Training, Selling, Team Leadership, Term Life Insurance, Brokers
Education
The American College 1993 — 1997
CLU, CHFC, CFP
Michael Yoon Michael Yoon's Principal Financial Group Experience March 2015 - Present
Job Sales Representative at Principal Financial Group
Industry Insurance
Experience
Principal Financial Group March 2015 - Present
Principal Financial Group June 2014 - March 2015
Wells Fargo June 2013 - August 2013
George Washington University September 2011 - May 2013
National Museum of Crime and Punishment May 2011 - August 2011
CNN June 2008 - August 2009
Skills
Marketing, Public Speaking, Social Media, PowerPoint, Editing, Writing, Microsoft Excel, Social Networking, Data Analysis, Leadership Development, Event Planning, Sales, Dunn & Bradstreet, SharePoint, Customer Service
Education
The George Washington University - School of Business 2010 — 2014
Bachelor of Business Administration (B.B.A.), Marketing
Phillips Academy 2006 — 2010
High School Diploma
Principal Financial Group March 2015 - Present
Principal Financial Group June 2014 - March 2015
Wells Fargo June 2013 - August 2013
George Washington University September 2011 - May 2013
National Museum of Crime and Punishment May 2011 - August 2011
CNN June 2008 - August 2009
Skills
Marketing, Public Speaking, Social Media, PowerPoint, Editing, Writing, Microsoft Excel, Social Networking, Data Analysis, Leadership Development, Event Planning, Sales, Dunn & Bradstreet, SharePoint, Customer Service
Education
The George Washington University - School of Business 2010 — 2014
Bachelor of Business Administration (B.B.A.), Marketing
Phillips Academy 2006 — 2010
High School Diploma
Dunkle Monica Dunkle Monica's Principal Financial Group Experience July 2008 - October 2009
Job Lead Purchasing Clerk at Baltimore County Public Schools
Industry Primary/Secondary Education
Experience
Baltimore County Public Schools January 2012 - Present
Baltimore County Public Schools October 2009 - January 2012
Principal Financial Group July 2008 - October 2009
RCM&D September 1999 - July 2008
Skills
E-procurement, Microsoft Office, Microsoft Excel, Staff Development, Purchasing, Supervisory Skills, Administration, Microsoft Word, Procurement, Customer Service, Data Entry, Administrative..., Teamwork, PowerPoint
Education
The Community College of Baltimore County 1978 — 1980
Associate of Arts (A.A.), Accounting and Business/Management
Baltimore County Public Schools January 2012 - Present
Baltimore County Public Schools October 2009 - January 2012
Principal Financial Group July 2008 - October 2009
RCM&D September 1999 - July 2008
Skills
E-procurement, Microsoft Office, Microsoft Excel, Staff Development, Purchasing, Supervisory Skills, Administration, Microsoft Word, Procurement, Customer Service, Data Entry, Administrative..., Teamwork, PowerPoint
Education
The Community College of Baltimore County 1978 — 1980
Associate of Arts (A.A.), Accounting and Business/Management
Josh Ostby's Principal Financial Group Experience August 1996 - July 1997
Job Sales Manager, Western Hemisphere Remote Operations Services
Industry Oil & Energy
Experience
Baker Hughes February 2013 - Present
Analytical Instruments November 2011 - January 2013
WisePatient August 2010 - November 2011
fundfinders October 2006 - March 2011
World Servants September 2006 - August 2008
Stiefel Laboratories June 2004 - May 2006
HealthTech Solutions June 2001 - May 2004
St. Paul Companies June 1998 - May 2001
Landmark Exchange Management June 1997 - May 1998
Principal Financial Group August 1996 - July 1997
Skills
Marketing, Sales, Cross-functional Team..., SaaS, Training, Networking, Strategic Partnerships, Working Capital..., Accounting, SAS programming, Financial Reporting, Executive Management, Entrepreneurship, Oil/Gas, Oil & Gas Industry, Team Building, Data Analysis, Cold Calling, Healthcare, Fundraising, Recruiting, Strategy, Management, Business Development, Start-ups, Finance, Business Planning, Time Management, Leadership, Account Management, CRM, Competitive Analysis, Sales Operations, Sales Process, Customer Retention, Salesforce.com, Selling, New Business Development, Contract Negotiation, Strategic Planning, SEO, Direct Sales, Lead Generation, Forecasting, Consulting, Oil
Education
The University of North Dakota 1992 — 1996
BBA, Finance
Texas A&M University 1996 — 1996
Bachelor of Business Administration (B.B.A.), Finance
Baker Hughes February 2013 - Present
Analytical Instruments November 2011 - January 2013
WisePatient August 2010 - November 2011
fundfinders October 2006 - March 2011
World Servants September 2006 - August 2008
Stiefel Laboratories June 2004 - May 2006
HealthTech Solutions June 2001 - May 2004
St. Paul Companies June 1998 - May 2001
Landmark Exchange Management June 1997 - May 1998
Principal Financial Group August 1996 - July 1997
Skills
Marketing, Sales, Cross-functional Team..., SaaS, Training, Networking, Strategic Partnerships, Working Capital..., Accounting, SAS programming, Financial Reporting, Executive Management, Entrepreneurship, Oil/Gas, Oil & Gas Industry, Team Building, Data Analysis, Cold Calling, Healthcare, Fundraising, Recruiting, Strategy, Management, Business Development, Start-ups, Finance, Business Planning, Time Management, Leadership, Account Management, CRM, Competitive Analysis, Sales Operations, Sales Process, Customer Retention, Salesforce.com, Selling, New Business Development, Contract Negotiation, Strategic Planning, SEO, Direct Sales, Lead Generation, Forecasting, Consulting, Oil
Education
The University of North Dakota 1992 — 1996
BBA, Finance
Texas A&M University 1996 — 1996
Bachelor of Business Administration (B.B.A.), Finance
Paul Viren, CLU, ChFC, AEP® Paul Viren, CLU, ChFC, AEP®'s Principal Financial Group Experience 1994 - 2002
Job President of Viren and Associates, Inc.
Industry Financial Services
Experience
Viren and Associates, Inc. 2004 - Present
FFR Advisory, LLC 2002 - 2004
Principal Financial Group 1994 - 2002
Whitworth University 1988 - 1994
Skills
ChFC, CLU, AEP, Series 6, Series 7, Series 63, Series 65, Series 24
Education
Whitworth University 1974 — 1978
Bachelor of Art, Psychology
The American College
Chartered Financial Consultant and Chartered Life Underwriter
Viren and Associates, Inc. 2004 - Present
FFR Advisory, LLC 2002 - 2004
Principal Financial Group 1994 - 2002
Whitworth University 1988 - 1994
Skills
ChFC, CLU, AEP, Series 6, Series 7, Series 63, Series 65, Series 24
Education
Whitworth University 1974 — 1978
Bachelor of Art, Psychology
The American College
Chartered Financial Consultant and Chartered Life Underwriter
Ed Fuentes Ed Fuentes's Principal Financial Group Experience June 2006 - August 2007
Job Regional Sales Director at Empower Retirement
Industry Financial Services
Experience
EMPOWER Retirement August 2008 - Present
Lincoln Financial Group August 2007 - August 2008
Principal Financial Group June 2006 - August 2007
MetLife 1998 - 2006
Fidelity Investments 1993 - 1998
Skills
401k, Retirement Plan..., Series 6, Retirement, Retirement Planning, ERISA, Series 63, Mutual Funds, Series 7, Defined Benefit, Qualified Retirement..., Defined Contribution, Employee Benefits, Pensions, Uniform Combined State..., Asset Allocation, Fiduciary, Fixed Annuities, Series 65, FINRA, series 66, Profit Sharing
Education
Texas Tech University
Bachelor of Science (BS), Finance, General
EMPOWER Retirement August 2008 - Present
Lincoln Financial Group August 2007 - August 2008
Principal Financial Group June 2006 - August 2007
MetLife 1998 - 2006
Fidelity Investments 1993 - 1998
Skills
401k, Retirement Plan..., Series 6, Retirement, Retirement Planning, ERISA, Series 63, Mutual Funds, Series 7, Defined Benefit, Qualified Retirement..., Defined Contribution, Employee Benefits, Pensions, Uniform Combined State..., Asset Allocation, Fiduciary, Fixed Annuities, Series 65, FINRA, series 66, Profit Sharing
Education
Texas Tech University
Bachelor of Science (BS), Finance, General
Camille Trunkett Camille Trunkett's Principal Financial Group Experience June 1996 - November 1998
Job Compliance Director at Family Health Network
Industry Hospital & Health Care
Experience
Family Health Network June 2015 - Present
Assurant Health November 2013 - Present
Select Rehabilitation, Inc. December 2009 - March 2013
Destiny Health, Inc. October 1999 - September 2009
Principal Financial Group June 1996 - November 1998
MetLife September 1986 - December 1995
Skills
Medicare, HIPAA, Employee Benefits, Medicaid, Medical Compliance, Policy, Health Policy, Insurance, Healthcare, Healthcare Industry, Health Law, Training, Compliance, Managed Care, Long-term Care, Healthcare Consulting, Healthcare Management, Legal Compliance, Revenue Cycle, Health Care Compliance, Appeals, Auditing, Claim, Provider Relations, Privacy Law, Healthcare Information..., Physician Relations, Physicians, Health Plans, Health Insurance, Management, Affordable Care Act
Education
The John Marshall Law School 1981 — 1984
Juris Doctor, Law
University of Michigan 1976 — 1981
B.S. Pharmacy, Pharmacy
Family Health Network June 2015 - Present
Assurant Health November 2013 - Present
Select Rehabilitation, Inc. December 2009 - March 2013
Destiny Health, Inc. October 1999 - September 2009
Principal Financial Group June 1996 - November 1998
MetLife September 1986 - December 1995
Skills
Medicare, HIPAA, Employee Benefits, Medicaid, Medical Compliance, Policy, Health Policy, Insurance, Healthcare, Healthcare Industry, Health Law, Training, Compliance, Managed Care, Long-term Care, Healthcare Consulting, Healthcare Management, Legal Compliance, Revenue Cycle, Health Care Compliance, Appeals, Auditing, Claim, Provider Relations, Privacy Law, Healthcare Information..., Physician Relations, Physicians, Health Plans, Health Insurance, Management, Affordable Care Act
Education
The John Marshall Law School 1981 — 1984
Juris Doctor, Law
University of Michigan 1976 — 1981
B.S. Pharmacy, Pharmacy
Jean (Jay) B Williams, III Jean (Jay) B Williams, III's Principal Financial Group Experience 1990 - Present
Job Financial Services Representative Financial Advisor
Industry Financial Services
Experience
Principal Financial Group 1990 - Present
PSS August 1980 - June 1990
Skills
Annuities (Variable &..., Asset Allocation, Business Continuation..., Business Overhead..., Buy-Sell Agreements, Buy-Sell Review, Informal Business..., Deferred Coompensation..., Disability Income..., Executive Benefits..., Income Protection, IRAs Traditional and..., Mutual Funds, Pension Plans, Salary Continuation, Series 6, 7, 63, 65..., Split Dollar Plans, Supplemental Retirement..., Survivor Income, Tax Deferred Savings, Life Insurance, 401(k), 403(b), SEP &..., Long Term Care Insurance, Estate Planning, Investments, Disability Insurance, Employee Benefits, Financial Advisory, Financial Services, Wealth Management, Retirement Planning
Education
The American College 2005 — 2007
Master of Science in Financial Services
University of Florida 1974 — 1976
BA, English
Principal Financial Group 1990 - Present
PSS August 1980 - June 1990
Skills
Annuities (Variable &..., Asset Allocation, Business Continuation..., Business Overhead..., Buy-Sell Agreements, Buy-Sell Review, Informal Business..., Deferred Coompensation..., Disability Income..., Executive Benefits..., Income Protection, IRAs Traditional and..., Mutual Funds, Pension Plans, Salary Continuation, Series 6, 7, 63, 65..., Split Dollar Plans, Supplemental Retirement..., Survivor Income, Tax Deferred Savings, Life Insurance, 401(k), 403(b), SEP &..., Long Term Care Insurance, Estate Planning, Investments, Disability Insurance, Employee Benefits, Financial Advisory, Financial Services, Wealth Management, Retirement Planning
Education
The American College 2005 — 2007
Master of Science in Financial Services
University of Florida 1974 — 1976
BA, English
Brad Maciulewicz Brad Maciulewicz's Principal Financial Group Experience 2007 - 2010
Job HSE Coordinator at Halliburton
Industry Oil & Energy
Experience
Halliburton 2014 - Present
ConocoPhillips 2011 - 2013
Principal Financial Group 2007 - 2010
Stadium Yamaha 2004 - 2006
Skills
RFP, Change Management, Contract Negotiation, New Business Development, Team Building, Analysis, Sales, Strategy, Leadership, Project Planning, Risk Management, CRM, Management, Business Process..., Process Improvement, Project Management, Training
Education
Texas Christian University 2002 — 2006
BS
Halliburton 2014 - Present
ConocoPhillips 2011 - 2013
Principal Financial Group 2007 - 2010
Stadium Yamaha 2004 - 2006
Skills
RFP, Change Management, Contract Negotiation, New Business Development, Team Building, Analysis, Sales, Strategy, Leadership, Project Planning, Risk Management, CRM, Management, Business Process..., Process Improvement, Project Management, Training
Education
Texas Christian University 2002 — 2006
BS
Colleen Monier Ballard Colleen Monier Ballard's Principal Financial Group Experience September 2007 - March 2008
Job Closing Analyst at Fannie Mae
Industry Commercial Real Estate
Experience
Fannie Mae June 2014 - Present
George Mason Mortgage, LLC July 2013 - January 2014
Union Mortgage Group June 2013 - July 2013
Union Mortgage Group September 2010 - July 2013
LoanCare January 2010 - October 2010
Fannie Mae Foundation June 2008 - June 2009
Principal Financial Group September 2007 - March 2008
Business Loan Express May 2006 - September 2007
Ciena Capital f/k/a Business Loan Express September 2003 - May 2006
Skills
USDA, Loans, REO, Mortgage Banking, Mortgage Lending, Loan Origination, Commercial Lending, SBA, Commercial Closings, Construction Loans, FHA financing, Closings, Refinance, VA loans, Residential Mortgages, FHA, Government Loans, Small Business Lending, FNMA, Loan Closings, Mortgage Underwriting, Investors, Foreclosures, Commercial Real Estate, Real Estate Financing
Education
Texas A&M University 1999 — 2003
BS, Sports Managment/Kinesiology
Fannie Mae June 2014 - Present
George Mason Mortgage, LLC July 2013 - January 2014
Union Mortgage Group June 2013 - July 2013
Union Mortgage Group September 2010 - July 2013
LoanCare January 2010 - October 2010
Fannie Mae Foundation June 2008 - June 2009
Principal Financial Group September 2007 - March 2008
Business Loan Express May 2006 - September 2007
Ciena Capital f/k/a Business Loan Express September 2003 - May 2006
Skills
USDA, Loans, REO, Mortgage Banking, Mortgage Lending, Loan Origination, Commercial Lending, SBA, Commercial Closings, Construction Loans, FHA financing, Closings, Refinance, VA loans, Residential Mortgages, FHA, Government Loans, Small Business Lending, FNMA, Loan Closings, Mortgage Underwriting, Investors, Foreclosures, Commercial Real Estate, Real Estate Financing
Education
Texas A&M University 1999 — 2003
BS, Sports Managment/Kinesiology
Mitchell Berman Mitchell Berman's Principal Financial Group Experience July 2004 - July 2006
Job Financial Services Professional
Industry Financial Services
Experience
LPL Financial September 2010 - Present
BNY Mellon Wealth Management May 2008 - August 2010
ADP January 2007 - April 2008
Principal Financial Group July 2004 - July 2006
ADP January 1998 - June 2004
Mercer Global Advisors January 1996 - December 1998
Skills
Sales Management, Relationship Management, Team Building, Territory..., Sales Presentations, Retirement Planning, Group Benefit Plans, Retirement, Employee Benefits, Asset Allocation, Defined Benefit
Education
The Ohio State University 1978 — 1982
BS, Business Administration
LPL Financial September 2010 - Present
BNY Mellon Wealth Management May 2008 - August 2010
ADP January 2007 - April 2008
Principal Financial Group July 2004 - July 2006
ADP January 1998 - June 2004
Mercer Global Advisors January 1996 - December 1998
Skills
Sales Management, Relationship Management, Team Building, Territory..., Sales Presentations, Retirement Planning, Group Benefit Plans, Retirement, Employee Benefits, Asset Allocation, Defined Benefit
Education
The Ohio State University 1978 — 1982
BS, Business Administration
Richard R Sanderson, CLU ChFC Richard R Sanderson, CLU ChFC's Principal Financial Group Experience 1994 - 1995
Job VP Senior Relationship Manager at Nationwide Financial
Industry Financial Services
Experience
Nationwide Financial June 2004 - August 2015
Nationwide Financial May 1997 - June 2004
Principal Financial Group 1994 - 1995
Principal Financial Group 1989 - 1994
New York Life Insurance Company 1985 - 1989
New York Life Insurance Company 1981 - 1985
Skills
Life Insurance, Insurance, Estate Planning, Retirement Planning, Chartered Life...
Education
The American College 1985 — 1991
CLU ChFC, Insurance and Financial Services
University of Tennessee-Knoxville 1974 — 1978
BA-Honors, History
Nationwide Financial June 2004 - August 2015
Nationwide Financial May 1997 - June 2004
Principal Financial Group 1994 - 1995
Principal Financial Group 1989 - 1994
New York Life Insurance Company 1985 - 1989
New York Life Insurance Company 1981 - 1985
Skills
Life Insurance, Insurance, Estate Planning, Retirement Planning, Chartered Life...
Education
The American College 1985 — 1991
CLU ChFC, Insurance and Financial Services
University of Tennessee-Knoxville 1974 — 1978
BA-Honors, History
Jason Folsom, CFP, ChFC Jason Folsom, CFP, ChFC's Principal Financial Group Experience April 2010 - Present
Job Senior Financial Services Representaive, Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group April 2010 - Present
Morgan Stanley Smith Barney November 2007 - April 2010
Country Insurance & Financial Services October 2000 - November 2007
Skills
Estate Planning, Long-term Care, Long Term Care, Mutual Funds, IRA's, 401k, Series 7, Series 6, Series 63, Series 65, Asset Allocation, Buy-sell Agreements, buys-sell review, Bsines Continuation..., FInancial Needs Analysis, Informal Business..., Wealth Accumulation
Education
American College 2004 — 2006
CFP Designation Cources, Financial Planning
Principal Financial Group April 2010 - Present
Morgan Stanley Smith Barney November 2007 - April 2010
Country Insurance & Financial Services October 2000 - November 2007
Skills
Estate Planning, Long-term Care, Long Term Care, Mutual Funds, IRA's, 401k, Series 7, Series 6, Series 63, Series 65, Asset Allocation, Buy-sell Agreements, buys-sell review, Bsines Continuation..., FInancial Needs Analysis, Informal Business..., Wealth Accumulation
Education
American College 2004 — 2006
CFP Designation Cources, Financial Planning
Clay Kennedy Clay Kennedy's Principal Financial Group Experience July 2011 - Present
Job Regional Vice President at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group July 2011 - Present
ReMark International February 2010 - April 2011
Bankers Life and Casualty January 2009 - February 2010
Nationwide Financial Network January 2008 - January 2009
Merrill Lynch January 2006 - January 2008
Guardian January 2004 - January 2005
Jackson National Life January 2000 - January 2003
HD Vest 1999 - 2000
Education
Texas Tech University 1994 — 1997
BA, Psychology
Principal Financial Group July 2011 - Present
ReMark International February 2010 - April 2011
Bankers Life and Casualty January 2009 - February 2010
Nationwide Financial Network January 2008 - January 2009
Merrill Lynch January 2006 - January 2008
Guardian January 2004 - January 2005
Jackson National Life January 2000 - January 2003
HD Vest 1999 - 2000
Education
Texas Tech University 1994 — 1997
BA, Psychology
Stanton A. Gershon, CLU, CHFC Stanton A. Gershon, CLU, CHFC's Principal Financial Group Experience April 1973 - Present
Job Senior Financial Services Representative/Princor Registered Representative at Principal Financial Group
Industry Insurance
Experience
Principal Financial Group April 1973 - Present
Skills
Life Insurance (Term,..., Disability Income..., Executive Benefits..., Deferred Compensation..., Salary Continuation, Buy-Sell Review, Buy-Sell Agreements, Business Continuation..., Informal Business..., Estate Planning, Employee Benefits, Pension Plans, 401(k), 403(b), SEP and..., Key Person Insurance, Split Dollar Plans, Financial Needs Analysis, Mutual Funds, IRAs, Annuities (variable and..., Tax-Deferred Savings
Education
The American College 1980 — 1985
CLU Degree and ChFC Degree, Personal and Business Planning as well as Financial Strategies Planning
The University of Georgia 1964 — 1969
BA, Business
Principal Financial Group April 1973 - Present
Skills
Life Insurance (Term,..., Disability Income..., Executive Benefits..., Deferred Compensation..., Salary Continuation, Buy-Sell Review, Buy-Sell Agreements, Business Continuation..., Informal Business..., Estate Planning, Employee Benefits, Pension Plans, 401(k), 403(b), SEP and..., Key Person Insurance, Split Dollar Plans, Financial Needs Analysis, Mutual Funds, IRAs, Annuities (variable and..., Tax-Deferred Savings
Education
The American College 1980 — 1985
CLU Degree and ChFC Degree, Personal and Business Planning as well as Financial Strategies Planning
The University of Georgia 1964 — 1969
BA, Business
Robert Pyle Robert Pyle's Principal Financial Group Experience November 2005 - Present
Job Senior Relationship Manager, CFP®
Industry Financial Services
Experience
Principal Financial Group November 2005 - Present
Merrill Lynch June 1994 - June 2005
Dun + Bradstreet Company June 1984 - June 1994
Buck Consultants April 1983 - June 1984
Education
The American College
Certified Financial Planner™
The College of New Jersey
BA, Economics
Principal Financial Group November 2005 - Present
Merrill Lynch June 1994 - June 2005
Dun + Bradstreet Company June 1984 - June 1994
Buck Consultants April 1983 - June 1984
Education
The American College
Certified Financial Planner™
The College of New Jersey
BA, Economics
Monika Agic CLU, ChFC's Principal Financial Group Experience August 2004 - December 2008
Job Consultant. Project management. Creative solutions. Business analysis.
Industry Financial Services
Experience
Athene Annuity & Life Assurance Company January 2013 - Present
Wells Fargo 2012 - January 2013
Davis Life Brokerage March 2011 - March 2012
Principal Financial Group August 2004 - December 2008
Grand View University 2003 - 2006
Principal Financial Group September 2002 - August 2004
Skills
Promotions, Art, Public Speaking, Marketing Communications, Market Research, Marketing, Social Media, Blogging, Insurance, Life Insurance, Financial Planning, Sales, Presenting Ideas, Creative Problem Solving, Social Media Marketing, Photography, Media Relations, Social Networking, Small Business, Customer Service, Painting, Project Planning, Event Planning, Strategic Financial..., PowerPoint, Disability Insurance, Illustration, Management, Time Management, CRM, Analysis, Email Marketing, Fine Art, Research, Web Design, Online Marketing, Brand Development, Digital Photography, Advertising, Graphic Design, Direct Sales, Regression testing, Software Development, Project Management, Team Leadership, Team Building, Software Design, Business Analysis, Competitive Intelligence, Financial
Education
The American College
Chartered Financial Consultant ChFC, Financial
Grand View College 2003 — 2006
Bachelor of Arts (B.A.), Criminology, Sociology
The American College
Chartered Life Underwriter CLU, Insurance
Athene Annuity & Life Assurance Company January 2013 - Present
Wells Fargo 2012 - January 2013
Davis Life Brokerage March 2011 - March 2012
Principal Financial Group August 2004 - December 2008
Grand View University 2003 - 2006
Principal Financial Group September 2002 - August 2004
Skills
Promotions, Art, Public Speaking, Marketing Communications, Market Research, Marketing, Social Media, Blogging, Insurance, Life Insurance, Financial Planning, Sales, Presenting Ideas, Creative Problem Solving, Social Media Marketing, Photography, Media Relations, Social Networking, Small Business, Customer Service, Painting, Project Planning, Event Planning, Strategic Financial..., PowerPoint, Disability Insurance, Illustration, Management, Time Management, CRM, Analysis, Email Marketing, Fine Art, Research, Web Design, Online Marketing, Brand Development, Digital Photography, Advertising, Graphic Design, Direct Sales, Regression testing, Software Development, Project Management, Team Leadership, Team Building, Software Design, Business Analysis, Competitive Intelligence, Financial
Education
The American College
Chartered Financial Consultant ChFC, Financial
Grand View College 2003 — 2006
Bachelor of Arts (B.A.), Criminology, Sociology
The American College
Chartered Life Underwriter CLU, Insurance
Amy Jeffryes Amy Jeffryes's Principal Financial Group Experience August 1999 - December 2002
Job Insurance Sales Vision & Strategy
Industry Financial Services
Experience
Life & Annuity Masters March 2015 - Present
EMSI May 2014 - March 2015
Superior Mobile Insurance Solutions, a division of Superior Mobile Medics April 2013 - April 2014
Elite Marketing Group - Insurance Designers of Houston/Insurance Designers of Texas January 2003 - April 2013
Elite Marketing Group, Insurance Designers of Houston April 2009 - December 2010
Elite Securities, Inc. May 2008 - March 2010
Elite Marketing Group - Insurance Designers of Houston January 2003 - April 2008
Principal Financial Group August 1999 - December 2002
Skills
Financial Services, Marketing Strategy, Strategic Communications, Technology Management, Project Management, Implementation..., Highly motivated..., Benefit Cost Analysis, Strategic Financial..., Cross-functional Team..., Operations Management, Long-term Care, Life Insurance, Series 24, Series 7, Series 63, Securities, People-oriented, FINRA, Retirement Planning, Fixed Annuities, Investments, Wealth Management, Securities Regulation, Compliance, Insurance, Financial Advisory, Series 6, Underwriting, Marketing, Health Insurance, Term Life Insurance, Strategy, New Business Development, Management, Mutual Funds, Disability Insurance, Retirement, Estate Planning, Executive Management, Risk Management, Relationship Management, Sales, Brokers, Program Management, IRAs, 401k, Employee Benefits, Investment Advisory, Financial Planners
Education
Texas A&M University 1996 — 2000
Bachelor of Science (B.S.)/Bachelor of Arts (B.A), Political Science and Government/English
Life & Annuity Masters March 2015 - Present
EMSI May 2014 - March 2015
Superior Mobile Insurance Solutions, a division of Superior Mobile Medics April 2013 - April 2014
Elite Marketing Group - Insurance Designers of Houston/Insurance Designers of Texas January 2003 - April 2013
Elite Marketing Group, Insurance Designers of Houston April 2009 - December 2010
Elite Securities, Inc. May 2008 - March 2010
Elite Marketing Group - Insurance Designers of Houston January 2003 - April 2008
Principal Financial Group August 1999 - December 2002
Skills
Financial Services, Marketing Strategy, Strategic Communications, Technology Management, Project Management, Implementation..., Highly motivated..., Benefit Cost Analysis, Strategic Financial..., Cross-functional Team..., Operations Management, Long-term Care, Life Insurance, Series 24, Series 7, Series 63, Securities, People-oriented, FINRA, Retirement Planning, Fixed Annuities, Investments, Wealth Management, Securities Regulation, Compliance, Insurance, Financial Advisory, Series 6, Underwriting, Marketing, Health Insurance, Term Life Insurance, Strategy, New Business Development, Management, Mutual Funds, Disability Insurance, Retirement, Estate Planning, Executive Management, Risk Management, Relationship Management, Sales, Brokers, Program Management, IRAs, 401k, Employee Benefits, Investment Advisory, Financial Planners
Education
Texas A&M University 1996 — 2000
Bachelor of Science (B.S.)/Bachelor of Arts (B.A), Political Science and Government/English
Brandon Steed Brandon Steed's Principal Financial Group Experience January 2015 - Present
Job Investment Advisor Representative / Registered Representative at Principal Financial Group
Industry Investment Management
Experience
Principal Financial Group January 2015 - Present
MetLife Securities Inc. September 2004 - November 2014
AT&T January 1999 - August 2004
Skills
401 (k), 403 (b), SEP &..., Annuities (Variable &..., Asset Allocation, Business Continuation..., Business Overhead..., Buy-Sell Agreements, Buy-Sell Review, Charitable Giving, College Funding..., Deferred Compensation..., Dental Insurance, Disability Income..., Estate Planning, Executive Benefits..., Financial Needs Analysis, Income Protection, Informal Business..., IRAs (Traditional &..., Key Person Insurance, Long-Term Care Insurance, Mutual Funds, Pension Plans, Salary Continuation, Series 6, 63, 65..., Split Dollar Plans, Supplemental Retirement..., Survivor Income, Tax-Deferred Savings, Term Life Insurance, Universal Life Insurance, Wellness Programs, Wealth Accumulation, Whole Life Insurance
Education
The American College 2007 — 2009
LUTCF, Finance
Principal Financial Group January 2015 - Present
MetLife Securities Inc. September 2004 - November 2014
AT&T January 1999 - August 2004
Skills
401 (k), 403 (b), SEP &..., Annuities (Variable &..., Asset Allocation, Business Continuation..., Business Overhead..., Buy-Sell Agreements, Buy-Sell Review, Charitable Giving, College Funding..., Deferred Compensation..., Dental Insurance, Disability Income..., Estate Planning, Executive Benefits..., Financial Needs Analysis, Income Protection, Informal Business..., IRAs (Traditional &..., Key Person Insurance, Long-Term Care Insurance, Mutual Funds, Pension Plans, Salary Continuation, Series 6, 63, 65..., Split Dollar Plans, Supplemental Retirement..., Survivor Income, Tax-Deferred Savings, Term Life Insurance, Universal Life Insurance, Wellness Programs, Wealth Accumulation, Whole Life Insurance
Education
The American College 2007 — 2009
LUTCF, Finance
Steven Ogier's Principal Financial Group Experience 1997 - 2000
Job President, ContraVest Builders; Principal, ContraVest Development Partners, ContraVest Management
Industry Real Estate
Experience
ContraVest September 2000 - Present
Principal Financial Group 1997 - 2000
KLS Martin March 1995 - March 1997
US Army May 1990 - March 1995
Skills
Construction, Selling, Contract Negotiation, Operations Management, Strategic Planning, Direct Sales, Financial services..., Program Management, Real Estate, Cross-functional Team..., Leases, Strategy, Business Development, Sales, Leadership, Sales Operations, Due Diligence, Project Management, Management, Real Estate Development, Team Building, Training, New Business Development, Real Estate Transactions, Negotiation
Education
The Citadel 1986 — 1990
Bachelor of Science (B.S.), Business Administration
Bishop Moore
ContraVest September 2000 - Present
Principal Financial Group 1997 - 2000
KLS Martin March 1995 - March 1997
US Army May 1990 - March 1995
Skills
Construction, Selling, Contract Negotiation, Operations Management, Strategic Planning, Direct Sales, Financial services..., Program Management, Real Estate, Cross-functional Team..., Leases, Strategy, Business Development, Sales, Leadership, Sales Operations, Due Diligence, Project Management, Management, Real Estate Development, Team Building, Training, New Business Development, Real Estate Transactions, Negotiation
Education
The Citadel 1986 — 1990
Bachelor of Science (B.S.), Business Administration
Bishop Moore
Megan Deterling's Principal Financial Group Experience September 2006 - June 2007
Job Esthetician/Owner at Vital Skin Care
Industry Cosmetics
Experience
Lira Clinical May 2013 - Present
Vital Skin Care May 2012 - Present
Deterco,Inc. September 2007 - January 2011
Principal Financial Group September 2006 - June 2007
Skills
Skin Care, Chemical Peels, Microdermabrasion, Wellness, Spa, Beauty Industry, Customer Service, Marketing, Acne, Marketing Strategy, Waxing, Skin Care Products, Nutrition, Social Networking, Brazilian Waxing, Hair Removal, Tinting, Skin, Acne Treatment, Eyebrow, Direct Sales, Treatment, Aromatherapy, Cosmetics, Sales
Education
Texas State University 2003 — 2005
Bachelor of Science (B.S.), Nutrition Sciences
Texas State University-San Marcos 2003 — 2005
Bachelor of Science and FCS, Nutrition Sciences
Lira Clinical May 2013 - Present
Vital Skin Care May 2012 - Present
Deterco,Inc. September 2007 - January 2011
Principal Financial Group September 2006 - June 2007
Skills
Skin Care, Chemical Peels, Microdermabrasion, Wellness, Spa, Beauty Industry, Customer Service, Marketing, Acne, Marketing Strategy, Waxing, Skin Care Products, Nutrition, Social Networking, Brazilian Waxing, Hair Removal, Tinting, Skin, Acne Treatment, Eyebrow, Direct Sales, Treatment, Aromatherapy, Cosmetics, Sales
Education
Texas State University 2003 — 2005
Bachelor of Science (B.S.), Nutrition Sciences
Texas State University-San Marcos 2003 — 2005
Bachelor of Science and FCS, Nutrition Sciences
Les Metrovich's Principal Financial Group Experience May 2012 - May 2013
Job Mortgage Loan Officer
Industry Financial Services
Experience
Eagle Home Mortgage March 2015 - Present
North Pacific Mortgage May 2014 - March 2015
Key Bank May 2013 - May 2014
Principal Financial Group May 2012 - May 2013
New York Life Insurance Company August 2007 - May 2012
HouseValues.com MarketLeader.com August 2004 - June 2007
Broadcast Programming/Jones Broadcasting 1999 - 2004
Bank of America 1992 - 2004
Skills
Portfolio Management, Financial Services, Customer Service, Customer Satisfaction, Securities, Term Life Insurance, Finance, Program Management, Budgets, Financial Modeling, Mortgage Lending, Residential Mortgages, Insurance, Management, Sales, Refinance, Investments
Education
The American College 2009 — 2010
LUTCF Designation, Life Insurance
Montana State University
Studied Music and Business
Eagle Home Mortgage March 2015 - Present
North Pacific Mortgage May 2014 - March 2015
Key Bank May 2013 - May 2014
Principal Financial Group May 2012 - May 2013
New York Life Insurance Company August 2007 - May 2012
HouseValues.com MarketLeader.com August 2004 - June 2007
Broadcast Programming/Jones Broadcasting 1999 - 2004
Bank of America 1992 - 2004
Skills
Portfolio Management, Financial Services, Customer Service, Customer Satisfaction, Securities, Term Life Insurance, Finance, Program Management, Budgets, Financial Modeling, Mortgage Lending, Residential Mortgages, Insurance, Management, Sales, Refinance, Investments
Education
The American College 2009 — 2010
LUTCF Designation, Life Insurance
Montana State University
Studied Music and Business
Ben Cirksena Ben Cirksena's Principal Financial Group Experience May 2009 - June 2009
Job Business Development Representative at Allegro Development
Industry Marketing and Advertising
Experience
Allegro Development Corporation May 2015 - Present
Kapow Events August 2014 - April 2015
Groupon July 2012 - August 2014
W.W. Grainger May 2011 - July 2012
Ramar Communications March 2010 - April 2011
Principal Financial Group May 2009 - June 2009
Skills
Marketing, Sales, Facebook, Sales Presentations, Sales Operations, Social Media, Social Media Marketing, Cold Calling, Customer Service, PowerPoint, CRM, Microsoft Office, Leadership, Microsoft Word, Advertising, Digital Marketing, Blogging, Microsoft Excel, Budgets, Online Advertising, Online Marketing, Illustrator, Graphic Design, Public Relations, Marketing Communications, Web Design, Management, Photoshop, InDesign, HTML, Adobe Creative Suite, Route Planning, Sales Prospecting, Development of Sales, Team Leadership, Budget, Concert Production, CSS, Salesforce.com, JavaScript, SEM, SEO, Job Search, Job Search Strategies, Executive Search, Business Planning, Business Strategy, Marketing Strategy, B2B Marketing Strategy
Education
Texas Tech University 2007 — 2011
Bachelor of Business Administration (BBA), Marketing
Allegro Development Corporation May 2015 - Present
Kapow Events August 2014 - April 2015
Groupon July 2012 - August 2014
W.W. Grainger May 2011 - July 2012
Ramar Communications March 2010 - April 2011
Principal Financial Group May 2009 - June 2009
Skills
Marketing, Sales, Facebook, Sales Presentations, Sales Operations, Social Media, Social Media Marketing, Cold Calling, Customer Service, PowerPoint, CRM, Microsoft Office, Leadership, Microsoft Word, Advertising, Digital Marketing, Blogging, Microsoft Excel, Budgets, Online Advertising, Online Marketing, Illustrator, Graphic Design, Public Relations, Marketing Communications, Web Design, Management, Photoshop, InDesign, HTML, Adobe Creative Suite, Route Planning, Sales Prospecting, Development of Sales, Team Leadership, Budget, Concert Production, CSS, Salesforce.com, JavaScript, SEM, SEO, Job Search, Job Search Strategies, Executive Search, Business Planning, Business Strategy, Marketing Strategy, B2B Marketing Strategy
Education
Texas Tech University 2007 — 2011
Bachelor of Business Administration (BBA), Marketing
Austin Ayers, CFP®, PHR® Austin Ayers, CFP®, PHR®'s Principal Financial Group Experience 2015 - Present
Job Financial Services and Human Resources Professional: Training | Wealth Management | Compliance | Employee Relations
Industry Financial Services
Experience
Principal Financial Group 2015 - Present
Stavis and Cohen Financial, LLC 2014 - 2014
Emerging Markets Communications 2013 - 2014
AIG 2013 - 2013
IMG Financial Group, Inc. 2010 - 2013
TaxMasters 2009 - 2010
Stanford Group 2007 - 2009
Kanaly Trust Company 2005 - 2007
Glen Fonner & Associates 2001 - 2005
Skills
Wealth Management, Human Resources, Regulatory Compliance, Change Management, Project Management, Management, Team Leadership, Workforce Planning, Diversity & Inclusion, Team Training, Strategic Planning, Recruiting, Training, Benefits Administration, Financial Services, Strategic Financial..., Investments, Insurance, Finance, Business Development, Securities, Employee Benefits, FINRA, Financial Analysis, Investment Advisory, Vendor Relationship...
Education
Texas Tech University 2003 — 2005
Masters, Financial Planning, 3.92 Overall GPA
Texas Tech University 2000 — 2002
Bachelors of Science, Human Development, Family Studies, and Related Services, 4.0 Overall GPA
Highland Park High School 1992 — 1996
Principal Financial Group 2015 - Present
Stavis and Cohen Financial, LLC 2014 - 2014
Emerging Markets Communications 2013 - 2014
AIG 2013 - 2013
IMG Financial Group, Inc. 2010 - 2013
TaxMasters 2009 - 2010
Stanford Group 2007 - 2009
Kanaly Trust Company 2005 - 2007
Glen Fonner & Associates 2001 - 2005
Skills
Wealth Management, Human Resources, Regulatory Compliance, Change Management, Project Management, Management, Team Leadership, Workforce Planning, Diversity & Inclusion, Team Training, Strategic Planning, Recruiting, Training, Benefits Administration, Financial Services, Strategic Financial..., Investments, Insurance, Finance, Business Development, Securities, Employee Benefits, FINRA, Financial Analysis, Investment Advisory, Vendor Relationship...
Education
Texas Tech University 2003 — 2005
Masters, Financial Planning, 3.92 Overall GPA
Texas Tech University 2000 — 2002
Bachelors of Science, Human Development, Family Studies, and Related Services, 4.0 Overall GPA
Highland Park High School 1992 — 1996
Taylor Wilson Taylor Wilson's Principal Financial Group Experience December 2014 - Present
Job Sales Rep Group NonMed at Principal Financial Group
Industry Hospital & Health Care
Experience
Principal Financial Group December 2014 - Present
Preferred Imaging June 2013 - December 2014
ISN June 2011 - June 2013
Big 12 Conference January 2011 - June 2011
Chicago White Sox January 2010 - December 2010
Skills
Public Relations, Sales, Account Management, Marketing, Management, Media Relations, Business Development, Customer Service, Time Management, Salesforce.com, Microsoft Excel, PowerPoint, Analysis, Sales Operations, Marketing Strategy, Sponsorship, Employee Benefits
Education
Texas Tech University 2009 — 2010
M.S., Business/Sports Management
Texas Tech University 2005 — 2008
B.A., Advertising; Communications
Principal Financial Group December 2014 - Present
Preferred Imaging June 2013 - December 2014
ISN June 2011 - June 2013
Big 12 Conference January 2011 - June 2011
Chicago White Sox January 2010 - December 2010
Skills
Public Relations, Sales, Account Management, Marketing, Management, Media Relations, Business Development, Customer Service, Time Management, Salesforce.com, Microsoft Excel, PowerPoint, Analysis, Sales Operations, Marketing Strategy, Sponsorship, Employee Benefits
Education
Texas Tech University 2009 — 2010
M.S., Business/Sports Management
Texas Tech University 2005 — 2008
B.A., Advertising; Communications
Dean Faulk Dean Faulk's Principal Financial Group Experience January 2013 - May 2013
Job Area Manager at The Faulk Company
Industry Facilities Services
Experience
The Faulk Company June 2013 - Present
Healthier Choices, LLC May 2013 - July 2013
Principal Financial Group January 2013 - May 2013
Northwestern Mutual August 2012 - December 2012
Merrill Lynch June 2011 - December 2011
Farmers Insurance November 2010 - June 2011
The Combined Group September 2009 - May 2010
The Faulk Company March 2007 - September 2009
Hissam/Faulk Strength & Speed Camp May 2004 - August 2006
Skills
Time Management, Customer Service, Management, Microsoft Office, Small Business, Building Management, Building Maintenance, Professional Cleaning, Building Relationships, Consultative Sales..., High Level Of Accuracy, Highly detail oriented, Organization &..., Superior Work Ethic, Sales Process, Floor Cleaning, Custodial Services
Education
Texas Christian University 2005 — 2008
Bachelor of Business Administration; M.J. Neeley School of Business, Entrepreneurial Management
Cisco College 2004 — 2004
Aledo High School 2000 — 2004
The Faulk Company June 2013 - Present
Healthier Choices, LLC May 2013 - July 2013
Principal Financial Group January 2013 - May 2013
Northwestern Mutual August 2012 - December 2012
Merrill Lynch June 2011 - December 2011
Farmers Insurance November 2010 - June 2011
The Combined Group September 2009 - May 2010
The Faulk Company March 2007 - September 2009
Hissam/Faulk Strength & Speed Camp May 2004 - August 2006
Skills
Time Management, Customer Service, Management, Microsoft Office, Small Business, Building Management, Building Maintenance, Professional Cleaning, Building Relationships, Consultative Sales..., High Level Of Accuracy, Highly detail oriented, Organization &..., Superior Work Ethic, Sales Process, Floor Cleaning, Custodial Services
Education
Texas Christian University 2005 — 2008
Bachelor of Business Administration; M.J. Neeley School of Business, Entrepreneurial Management
Cisco College 2004 — 2004
Aledo High School 2000 — 2004
Julie Mann Julie Mann's Principal Financial Group Experience December 2008 - November 2009
Job
Industry Hospital & Health Care
Experience
Anthem, Inc. February 2015 - Present
Self-employed January 2013 - January 2015
CorVel Corporation April 2011 - July 2012
Self-employed November 2009 - March 2011
Principal Financial Group December 2008 - November 2009
(Self-employed) July 1999 - November 2008
BMC HealthNet Plan October 1998 - June 1999
Coventry Health Care March 1997 - October 1998
Principal Health Care, Inc. June 1995 - March 1997
Skills
Managed Care, PPO, Network Development, Provider Relations, Health Policy, HMO, Healthcare, Medicaid Managed Care, Hospitals, Provider Network..., Insurance, Healthcare Consulting, Medicare, Medicaid, Leadership, Workers Compensation, Strategic Planning, Management
Education
The George Washington University School of Medicine and Health Sciences 1992 — 1995
MHSA
Bates College 1985 — 1989
BA
St. Andrew's Episcopal School 1979 — 1985
Anthem, Inc. February 2015 - Present
Self-employed January 2013 - January 2015
CorVel Corporation April 2011 - July 2012
Self-employed November 2009 - March 2011
Principal Financial Group December 2008 - November 2009
(Self-employed) July 1999 - November 2008
BMC HealthNet Plan October 1998 - June 1999
Coventry Health Care March 1997 - October 1998
Principal Health Care, Inc. June 1995 - March 1997
Skills
Managed Care, PPO, Network Development, Provider Relations, Health Policy, HMO, Healthcare, Medicaid Managed Care, Hospitals, Provider Network..., Insurance, Healthcare Consulting, Medicare, Medicaid, Leadership, Workers Compensation, Strategic Planning, Management
Education
The George Washington University School of Medicine and Health Sciences 1992 — 1995
MHSA
Bates College 1985 — 1989
BA
St. Andrew's Episcopal School 1979 — 1985
Lincoln Soule CLU RHU ChFC Lincoln Soule CLU RHU ChFC's Principal Financial Group Experience October 1984 - March 1989
Job Owner, Soule Insurance Servcies
Industry Financial Services
Experience
Soule Insurance Services October 1974 - Present
Principal Financial Group October 1984 - March 1989
Mutual of Omaha 1974 - 1980
Skills
Life Insurance, Disability Insurance, Long Term Care Insurance, Insurance, Public Speaking, Customer Service, Strategic Planning, Strategic Financial..., Retirement Planning, Financial Analysis, Estate Planning, Team Building, Financial Advisory, Sales, Medicare, Budgets, Small Business, Accounting, Term Life Insurance, Fixed Annuities, Leadership, Employee Benefits, Management, Series 7, Retirement, Health Insurance, Investments, Mutual Funds, Wealth Management, Marketing, Health Savings Accounts, Investment Strategies, Risk Management, Brokers, Underwriting, Mortgage Lending, Finance, Portfolio Management, Entrepreneurship, Financial Planners, IRAs, Property & Casualty..., Long-term Care, Financial Planning
Education
The American College 1984 — 1987
Professional designations, Insurance and Financial Planning
University of Massachusetts, Amherst 1968 — 1972
Master of Arts (M.A.), English Language and Literature/Letters
Soule Insurance Services October 1974 - Present
Principal Financial Group October 1984 - March 1989
Mutual of Omaha 1974 - 1980
Skills
Life Insurance, Disability Insurance, Long Term Care Insurance, Insurance, Public Speaking, Customer Service, Strategic Planning, Strategic Financial..., Retirement Planning, Financial Analysis, Estate Planning, Team Building, Financial Advisory, Sales, Medicare, Budgets, Small Business, Accounting, Term Life Insurance, Fixed Annuities, Leadership, Employee Benefits, Management, Series 7, Retirement, Health Insurance, Investments, Mutual Funds, Wealth Management, Marketing, Health Savings Accounts, Investment Strategies, Risk Management, Brokers, Underwriting, Mortgage Lending, Finance, Portfolio Management, Entrepreneurship, Financial Planners, IRAs, Property & Casualty..., Long-term Care, Financial Planning
Education
The American College 1984 — 1987
Professional designations, Insurance and Financial Planning
University of Massachusetts, Amherst 1968 — 1972
Master of Arts (M.A.), English Language and Literature/Letters
Dan Maizel Dan Maizel's Principal Financial Group Experience January 1991 - January 1995
Job Principal/Broker
Industry Insurance
Experience
Maizel & Associates Insurance January 2003 - Present
Washington Brokerage January 1995 - January 2003
Principal Financial Group January 1991 - January 1995
Skills
Insurance, Life Insurance, Term Life Insurance, Health Insurance, Disability Insurance, Fixed Annuities, Securities, Variable Annuities, Strategic Financial..., Retirement Planning, College Savings Plans, Estate Planning, Medicare Supplement, Long Term Care Insurance, Universal Life Insurance, Whole Life Insurance, Variable Life Insurance, Group Medical, Group Dental, Group Disability, Group Long Term...
Education
University of Washington 1978 — 1980
Master of Arts (MA), Economics
The Hebrew University 1972 — 1975
Master of Business Administration (MBA), Business Administration and Management, General
Maizel & Associates Insurance January 2003 - Present
Washington Brokerage January 1995 - January 2003
Principal Financial Group January 1991 - January 1995
Skills
Insurance, Life Insurance, Term Life Insurance, Health Insurance, Disability Insurance, Fixed Annuities, Securities, Variable Annuities, Strategic Financial..., Retirement Planning, College Savings Plans, Estate Planning, Medicare Supplement, Long Term Care Insurance, Universal Life Insurance, Whole Life Insurance, Variable Life Insurance, Group Medical, Group Dental, Group Disability, Group Long Term...
Education
University of Washington 1978 — 1980
Master of Arts (MA), Economics
The Hebrew University 1972 — 1975
Master of Business Administration (MBA), Business Administration and Management, General
Caron Cook Caron Cook's Principal Financial Group Experience February 2006 - July 2009
Job Ask me at The Womens Centre
Industry Medical Practice
Experience
The Womens Centre October 2010 - Present
Medical Wellness Company - BiKi July 2009 - October 2010
Principal Financial Group February 2006 - July 2009
AIGB - True Results December 2004 - December 2005
Medical City Dallas Hospital March 2003 - December 2004
Skills
Medical Terminology, Medical Education, Health Education, Health Consulting, Wellness Coaching, Health & Wellness, Medical Assisting, Blood Collection, Phlebotomy, Computer Proficiency, Communication, Wellness, Healthcare, Nutrition, CPR Certified, Hospitals
Education
The University of Texas at Arlington 2013 — 2015
Bachelor's Degree, Registered Nursing/Registered Nurse
Texas Woman's University 1998 — 2002
Bachelor's Degree, Kinesiology and Exercise Science
Hubbard High School 1994 — 1998
High School
The Womens Centre October 2010 - Present
Medical Wellness Company - BiKi July 2009 - October 2010
Principal Financial Group February 2006 - July 2009
AIGB - True Results December 2004 - December 2005
Medical City Dallas Hospital March 2003 - December 2004
Skills
Medical Terminology, Medical Education, Health Education, Health Consulting, Wellness Coaching, Health & Wellness, Medical Assisting, Blood Collection, Phlebotomy, Computer Proficiency, Communication, Wellness, Healthcare, Nutrition, CPR Certified, Hospitals
Education
The University of Texas at Arlington 2013 — 2015
Bachelor's Degree, Registered Nursing/Registered Nurse
Texas Woman's University 1998 — 2002
Bachelor's Degree, Kinesiology and Exercise Science
Hubbard High School 1994 — 1998
High School
Ray Hall Ray Hall's Principal Financial Group Experience April 2009 - May 2011
Job Personal Financial Representative at Allstate Financial
Industry Financial Services
Experience
Allstate Financial Services, LLC February 2015 - Present
Allstate Financial June 2011 - February 2015
NAIFA - Mobile 2013 - January 2015
Principal Financial Group April 2009 - May 2011
New York Life Insurance Company April 2008 - April 2009
Allstate Financial Services, LLC April 2002 - April 2008
Skills
Financial Services..., Insurance & Retirement..., Recruiting,..., Long Term Care, Annuities, Retirement Planning, Retirement, Insurance, Mutual Funds, Employee Benefits, Investments, Compliance, Securities, Sales Management, Mentoring, Fixed Annuities, Long-term Care, FINRA, 401k, Financial Services, Term Life Insurance, IRAs, Series 6, Series 7, Disability Insurance, Series 63, Life Insurance, Asset Allocation, Estate Planning, Financial Planners, Wealth Management, Wealth Accumulation, Long Term Care Insurance, Financial Planning
Education
The American College 1999 — 2003
Chartered Financial Consultant, (ChFC industry designation)
University of South Alabama 1989 — 1995
Bachelor of Science, Finance Concentration, Mitchell College of Business & Management Practices
The American College
Chartered Financial Consultant
Allstate Financial Services, LLC February 2015 - Present
Allstate Financial June 2011 - February 2015
NAIFA - Mobile 2013 - January 2015
Principal Financial Group April 2009 - May 2011
New York Life Insurance Company April 2008 - April 2009
Allstate Financial Services, LLC April 2002 - April 2008
Skills
Financial Services..., Insurance & Retirement..., Recruiting,..., Long Term Care, Annuities, Retirement Planning, Retirement, Insurance, Mutual Funds, Employee Benefits, Investments, Compliance, Securities, Sales Management, Mentoring, Fixed Annuities, Long-term Care, FINRA, 401k, Financial Services, Term Life Insurance, IRAs, Series 6, Series 7, Disability Insurance, Series 63, Life Insurance, Asset Allocation, Estate Planning, Financial Planners, Wealth Management, Wealth Accumulation, Long Term Care Insurance, Financial Planning
Education
The American College 1999 — 2003
Chartered Financial Consultant, (ChFC industry designation)
University of South Alabama 1989 — 1995
Bachelor of Science, Finance Concentration, Mitchell College of Business & Management Practices
The American College
Chartered Financial Consultant
R. Craig Brantley, CLF's Principal Financial Group Experience 2000 - Present
Job Senior Financial Services Representative Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group 2000 - Present
National Association of Insurance and Financial Advisors - Alabama May 2012 - Present
NAIFA - Mobile June 2009 - Present
The Brantley Group December 2000 - August 2013
National Association of Insurance and Financial Advisors - Mobile Chapter July 2011 - May 2012
Ducks Unlimited August 2000 - 2011
The Senior Bowl 2004 - 2008
Skills
Estate Planning, Term Life Insurance, Mutual Funds, Wealth Accumulation, Key Person Insurance, College Funding..., Survivor Income, Business Overhead..., 401 (k), 403 (b), SEP &..., Disability Insurance, Salary Continuation, Annuities (Variable &..., Long-Term Care Insurance, Business Continuation..., Buy-Sell Agreements, Deferred Compensation..., Financial Needs Analysis, Informal Business..., Series 6,63..., Universal Life Insurance, Dental Insurance
Education
The American College 2012 — 2013
Chartered Leadership Fellow
University of South Alabama 1989 — 2000
Bachelor, Adult Interdisciplinary Studies
Enterprise State Junior College 1987 — 1989
Associates, Science
Enterprise High School 1985 — 1987
Diploma, High School
Principal Financial Group 2000 - Present
National Association of Insurance and Financial Advisors - Alabama May 2012 - Present
NAIFA - Mobile June 2009 - Present
The Brantley Group December 2000 - August 2013
National Association of Insurance and Financial Advisors - Mobile Chapter July 2011 - May 2012
Ducks Unlimited August 2000 - 2011
The Senior Bowl 2004 - 2008
Skills
Estate Planning, Term Life Insurance, Mutual Funds, Wealth Accumulation, Key Person Insurance, College Funding..., Survivor Income, Business Overhead..., 401 (k), 403 (b), SEP &..., Disability Insurance, Salary Continuation, Annuities (Variable &..., Long-Term Care Insurance, Business Continuation..., Buy-Sell Agreements, Deferred Compensation..., Financial Needs Analysis, Informal Business..., Series 6,63..., Universal Life Insurance, Dental Insurance
Education
The American College 2012 — 2013
Chartered Leadership Fellow
University of South Alabama 1989 — 2000
Bachelor, Adult Interdisciplinary Studies
Enterprise State Junior College 1987 — 1989
Associates, Science
Enterprise High School 1985 — 1987
Diploma, High School
Martin F. O'Brien Martin F. O'Brien's Principal Financial Group Experience September 1999 - November 2012
Job National Sales Director
Industry Building Materials
Experience
Veneer Solutions, Formfill Products, and OBH Associates November 2012 - Present
Principal Financial Group September 1999 - November 2012
Principal Financial Group September 1999 - October 2012
Knights of Columbus September 1987 - September 1999
Knights of Columbus June 1979 - September 1987
Skills
Investments, Sales training, Certified Facilitator: ..., Certtified Facilitator:..., Certified Facilitator:..., Wood Product Knowledge, Sales, Retirement, Sales Management, Insurance, Estate Planning, Management, Financial Advisory, Financial Services, Finance, Leadership, New Business Development, Selling Skills
Education
The American College 2001 — 2011
CLU, Insurance and Finance
The American College
LUTCF, Insurance and Finance
U W-Whitewater 1973 — 1977
Bachelor of Business Administration (B.B.A.), Finance, General
Veneer Solutions, Formfill Products, and OBH Associates November 2012 - Present
Principal Financial Group September 1999 - November 2012
Principal Financial Group September 1999 - October 2012
Knights of Columbus September 1987 - September 1999
Knights of Columbus June 1979 - September 1987
Skills
Investments, Sales training, Certified Facilitator: ..., Certtified Facilitator:..., Certified Facilitator:..., Wood Product Knowledge, Sales, Retirement, Sales Management, Insurance, Estate Planning, Management, Financial Advisory, Financial Services, Finance, Leadership, New Business Development, Selling Skills
Education
The American College 2001 — 2011
CLU, Insurance and Finance
The American College
LUTCF, Insurance and Finance
U W-Whitewater 1973 — 1977
Bachelor of Business Administration (B.B.A.), Finance, General
Cody Marcum Cody Marcum's Principal Financial Group Experience April 2009 - September 2013
Job Land Acquisition Manager at Toll Brothers
Industry Real Estate
Experience
Toll Brothers August 2015 - Present
Perry Homes September 2013 - August 2015
Principal Financial Group April 2009 - September 2013
Morgan Stanley March 2008 - March 2009
Education
Wake Forest University - Babcock Graduate School of Management 2011 — 2013
MBA, Business
Texas A&M University 1998 — 2002
BS, Economics
Toll Brothers August 2015 - Present
Perry Homes September 2013 - August 2015
Principal Financial Group April 2009 - September 2013
Morgan Stanley March 2008 - March 2009
Education
Wake Forest University - Babcock Graduate School of Management 2011 — 2013
MBA, Business
Texas A&M University 1998 — 2002
BS, Economics
David Kulchar AIF,PRP,IAR David Kulchar AIF,PRP,IAR's Principal Financial Group Experience October 1989 - May 1999
Job Director, Oswald Financial, Inc.
Industry Financial Services
Experience
Oswald Financial, Inc. July 1999 - Present
National Retirement Partners 2004 - 2009
Principal Financial Group October 1989 - May 1999
General Electric Corporation December 1979 - January 1984
Skills
401k, Retirement Plan..., Retirement Planning, Retirement, Pensions, Executive Pay, Investments, Financial Services, Securities, FINRA, Investment Advisory, Asset Allocation, Series 7, Defined Benefit, Series 63, ERISA, Mutual Funds, Profit Sharing, Fixed Annuities, Life Insurance, Series 6, IRAs
Education
The Ohio State University Fisher College of Business 1975 — 1979
BA, Business-Finance
Grand Blanc High School 1972 — 1975
Oswald Financial, Inc. July 1999 - Present
National Retirement Partners 2004 - 2009
Principal Financial Group October 1989 - May 1999
General Electric Corporation December 1979 - January 1984
Skills
401k, Retirement Plan..., Retirement Planning, Retirement, Pensions, Executive Pay, Investments, Financial Services, Securities, FINRA, Investment Advisory, Asset Allocation, Series 7, Defined Benefit, Series 63, ERISA, Mutual Funds, Profit Sharing, Fixed Annuities, Life Insurance, Series 6, IRAs
Education
The Ohio State University Fisher College of Business 1975 — 1979
BA, Business-Finance
Grand Blanc High School 1972 — 1975
Charles Strippoli Charles Strippoli's Principal Financial Group Experience May 2015 - Present
Job Commercial Mortgage Underwriting Intern at Principal Financial Group
Industry Commercial Real Estate
Experience
Principal Financial Group May 2015 - Present
University of Florida January 2015 - May 2015
My Time Schools November 2014 - January 2015
St. Paul Lutheran School June 2014 - August 2014
O'Connor Recreation Center September 2013 - May 2014
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Data Analysis, Microsoft Office, Public Speaking, Research
Education
University of Florida 2014 — 2016
Bachelor's of Science, Food and Resource Economics, Senior
The Johns Hopkins University 2013 — 2014
Bachelor of Arts (BA), Economics, Freshman
Principal Financial Group May 2015 - Present
University of Florida January 2015 - May 2015
My Time Schools November 2014 - January 2015
St. Paul Lutheran School June 2014 - August 2014
O'Connor Recreation Center September 2013 - May 2014
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Data Analysis, Microsoft Office, Public Speaking, Research
Education
University of Florida 2014 — 2016
Bachelor's of Science, Food and Resource Economics, Senior
The Johns Hopkins University 2013 — 2014
Bachelor of Arts (BA), Economics, Freshman
Lance Snider Lance Snider's Principal Financial Group Experience May 2013 - August 2013
Job Software Developer at USAA
Industry Information Technology and Services
Experience
USAA January 2014 - Present
HEB March 2007 - January 2014
Principal Financial Group May 2013 - August 2013
Skills
Windows, SQL, Microsoft Office, Microsoft SQL Server, Visual Studio, ASP.NET, Servers, Network Administration, Visio, HTML, VB.NET, JavaScript, PHP, CSS, Java, Photoshop, XML, Vantage, Office Communications..., SharePoint, OS X, Information Technology, Computer Hardware
Education
Texas State University-San Marcos 2010 — 2013
Bachelor of Business Administration (BBA), Computer and Information Systems Security/Information Assurance
USAA January 2014 - Present
HEB March 2007 - January 2014
Principal Financial Group May 2013 - August 2013
Skills
Windows, SQL, Microsoft Office, Microsoft SQL Server, Visual Studio, ASP.NET, Servers, Network Administration, Visio, HTML, VB.NET, JavaScript, PHP, CSS, Java, Photoshop, XML, Vantage, Office Communications..., SharePoint, OS X, Information Technology, Computer Hardware
Education
Texas State University-San Marcos 2010 — 2013
Bachelor of Business Administration (BBA), Computer and Information Systems Security/Information Assurance
Nicolas King Nicolas King's Principal Financial Group Experience May 2008 - August 2008
Job Strategic Planning at Lockheed Martin
Industry Defense & Space
Experience
Lockheed Martin January 2015 - Present
Lockheed Martin Aeronautics May 2009 - December 2014
Principal Financial Group May 2008 - August 2008
Education
Texas Christian University - M.J. Neeley School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
Texas Tech University - Rawls College of Business 2006 — 2010
BBA, Finance
Lockheed Martin January 2015 - Present
Lockheed Martin Aeronautics May 2009 - December 2014
Principal Financial Group May 2008 - August 2008
Education
Texas Christian University - M.J. Neeley School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
Texas Tech University - Rawls College of Business 2006 — 2010
BBA, Finance
Ethel Myles-Henderson's Principal Financial Group Experience March 2001 - March 2006
Job Legal Services Consultant and Professional
Industry Legal Services
Experience
Principal Financial Group March 2001 - March 2006
Scudder Investments August 1998 - September 2000
Prudential Financial April 1985 - August 1998
Education
The John Marshall Law School 1989 — 1994
Principal Financial Group March 2001 - March 2006
Scudder Investments August 1998 - September 2000
Prudential Financial April 1985 - August 1998
Education
The John Marshall Law School 1989 — 1994
Ryan Rippin's Principal Financial Group Experience January 2014 - Present
Job Lead Business Analyst at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group January 2014 - Present
Principal Financial Group January 2007 - December 2013
Principal Financial Group February 2004 - January 2007
T. Rowe Price September 2002 - January 2004
T. Rowe Price January 2000 - September 2002
T. Rowe Price December 1997 - January 2000
Education
The Johns Hopkins University 1990 — 1994
BA, Sociology
Principal Financial Group January 2014 - Present
Principal Financial Group January 2007 - December 2013
Principal Financial Group February 2004 - January 2007
T. Rowe Price September 2002 - January 2004
T. Rowe Price January 2000 - September 2002
T. Rowe Price December 1997 - January 2000
Education
The Johns Hopkins University 1990 — 1994
BA, Sociology
Heidi Wunderlich - Moberg's Principal Financial Group Experience October 2010 - October 2013
Job Meeting & Event Manager at Kum & Go
Industry Events Services
Experience
Kum & Go September 2013 - Present
Principal Financial Group October 2010 - October 2013
eventAcuity, Inc. November 2007 - September 2010
Skills
Meeting Planning, Event Management, Corporate Events, Event Planning, Public Relations, Hospitality, Sponsorship, Trade Shows, Customer Service, Budgets, Contract Negotiation, Food & Beverage, Catering, Hospitality Industry, Account Management, Hotels, Marketing Communications, Tourism, Incentives, Management, Marketing
Education
The New School
Bachelor’s Degree, Human Resource Management
Kum & Go September 2013 - Present
Principal Financial Group October 2010 - October 2013
eventAcuity, Inc. November 2007 - September 2010
Skills
Meeting Planning, Event Management, Corporate Events, Event Planning, Public Relations, Hospitality, Sponsorship, Trade Shows, Customer Service, Budgets, Contract Negotiation, Food & Beverage, Catering, Hospitality Industry, Account Management, Hotels, Marketing Communications, Tourism, Incentives, Management, Marketing
Education
The New School
Bachelor’s Degree, Human Resource Management
Matthew Ahmann's Principal Financial Group Experience Assistant General CounselAmerUs Life Insurance Company
Job Government Relations at Principal Financial Group
Industry Insurance
Experience
Principal Financial Group Assistant General CounselAmerUs Life Insurance Company
Skills
Fixed Annuities, Insurance, Public Speaking, General Corporate..., Life Insurance, Insurance Law
Education
The College of William and Mary - Marshall Wythe Law School 1995 — 1998
Principal Financial Group Assistant General CounselAmerUs Life Insurance Company
Skills
Fixed Annuities, Insurance, Public Speaking, General Corporate..., Life Insurance, Insurance Law
Education
The College of William and Mary - Marshall Wythe Law School 1995 — 1998
Chris Ralstin's Principal Financial Group Experience October 2000 - June 2002
Job Account Manager at Accelerated Benefits
Industry Insurance
Experience
Accelerated Benefits January 2015 - Present
Franchise Insurance March 2010 - December 2014
Jehn Financial Services July 2009 - March 2010
IHC Health Solutions January 2008 - July 2009
Assurant Health June 2002 - November 2007
Principal Financial Group October 2000 - June 2002
Integrated Benefits, Inc July 1997 - September 2000
Alden Life Insurance March 1986 - July 1997
Skills
Account Management, Brokers, Competitive Analysis, Disability Insurance, Employee Benefits, Health Insurance, Health Savings Accounts, Insurance, Leadership, Managed Care, Market Planning, Marketing, Medicare, Microsoft Excel, Outlook, Recruiting, Sales, Sales Management, Training
Education
The Ohio State University 1981 — 1985
Bachelor's, Organizational Communication
Accelerated Benefits January 2015 - Present
Franchise Insurance March 2010 - December 2014
Jehn Financial Services July 2009 - March 2010
IHC Health Solutions January 2008 - July 2009
Assurant Health June 2002 - November 2007
Principal Financial Group October 2000 - June 2002
Integrated Benefits, Inc July 1997 - September 2000
Alden Life Insurance March 1986 - July 1997
Skills
Account Management, Brokers, Competitive Analysis, Disability Insurance, Employee Benefits, Health Insurance, Health Savings Accounts, Insurance, Leadership, Managed Care, Market Planning, Marketing, Medicare, Microsoft Excel, Outlook, Recruiting, Sales, Sales Management, Training
Education
The Ohio State University 1981 — 1985
Bachelor's, Organizational Communication
Lori Chapman's Principal Financial Group Experience June 2006 - Present
Job Account Executive
Industry Insurance
Experience
Principal Financial Group June 2006 - Present
Mercer Health & Benefits 2004 - 2006
Marsh 2003 - 2005
Gevity April 2003 - April 2004
Tularik July 2001 - March 2003
Hewitt Associats (now AonHewitt) 1997 - 1999
Skills
Account Management, Life Insurance, Sales, Employee Benefits, Underwriting, Disability Insurance, Management, Term Life Insurance, Retirement, Retirement Planning, Brokers, Health Insurance, Strategic Planning, Insurance, Health Savings Accounts, Customer Service, Recruiting, Cold Calling, Benefits Administration, Financial Services, Salesforce.com, Marketing, Talent Acquisition
Education
Texas A&M University 1993 — 1995
BS, Political Science
Blinn Junior College 1991 — 1993
Associates Degree, Liberal Arts
Principal Financial Group June 2006 - Present
Mercer Health & Benefits 2004 - 2006
Marsh 2003 - 2005
Gevity April 2003 - April 2004
Tularik July 2001 - March 2003
Hewitt Associats (now AonHewitt) 1997 - 1999
Skills
Account Management, Life Insurance, Sales, Employee Benefits, Underwriting, Disability Insurance, Management, Term Life Insurance, Retirement, Retirement Planning, Brokers, Health Insurance, Strategic Planning, Insurance, Health Savings Accounts, Customer Service, Recruiting, Cold Calling, Benefits Administration, Financial Services, Salesforce.com, Marketing, Talent Acquisition
Education
Texas A&M University 1993 — 1995
BS, Political Science
Blinn Junior College 1991 — 1993
Associates Degree, Liberal Arts
Nancy Parmenter's Principal Financial Group Experience July 2011 - Present
Job Compliance Analyst at Principal Financial Group
Industry Insurance
Experience
Principal Financial Group July 2011 - Present
Principal Financial Group April 2010 - June 2011
Principal Financial Group December 2000 - March 2010
Skills
Insurance, Business Analysis, Customer Service, Outlook, Time Management, Quality Assurance, Change Management, Project Management, Coaching, Leadership, Strategic Planning, Process Evaluation, Timely Decision Making, Communication Skills
Education
The Ohio State University
General Studies
Principal Financial Group July 2011 - Present
Principal Financial Group April 2010 - June 2011
Principal Financial Group December 2000 - March 2010
Skills
Insurance, Business Analysis, Customer Service, Outlook, Time Management, Quality Assurance, Change Management, Project Management, Coaching, Leadership, Strategic Planning, Process Evaluation, Timely Decision Making, Communication Skills
Education
The Ohio State University
General Studies
Parker Coffman's Principal Financial Group Experience October 2008 - Present
Job Director of Sales at Principal Financial Group
Industry Insurance
Experience
Principal Financial Group October 2008 - Present
Metropolitan Life Insurance Company April 2005 - September 2008
Jefferson Pilot Financial February 2004 - April 2005
Skills
Insurance, Health Insurance, Disability Insurance, Life Insurance, Employee Benefits, Account Management
Education
The College of Wooster 1995 — 2000
Bachelor of Arts (B.A.), History
Principal Financial Group October 2008 - Present
Metropolitan Life Insurance Company April 2005 - September 2008
Jefferson Pilot Financial February 2004 - April 2005
Skills
Insurance, Health Insurance, Disability Insurance, Life Insurance, Employee Benefits, Account Management
Education
The College of Wooster 1995 — 2000
Bachelor of Arts (B.A.), History
Heidi Martin, CFP®'s Principal Financial Group Experience January 2014 - Present
Job Certified Financial Planner Practitioner, Princor Registered Representative, Investment Advisor Representative
Industry Financial Services
Experience
Principal Financial Group January 2014 - Present
Cornerstone Financial Group March 2008 - December 2013
New England Securities March 2008 - December 2013
The BANCServices Group, Inc May 2003 - February 2008
Spirit of St. Louis Credit Union April 2002 - May 2003
Gateway Federal Employees Credit Union August 2000 - March 2002
Missouri Valley Federal Credit Union October 1985 - August 2000
First Bank of St. Charles County November 1981 - October 1985
J.D. Streett & Co. March 1979 - November 1981
Brown Shoe Company September 1977 - September 1978
Skills
401k, 403 b, SEP IRA, Simple IRA, Annuities, Variable Annuities, Asset Allocation, Business Continuation..., Business Overhead..., Buy-sell Agreements, Buy-Sell Review, Charitable Giving, College Funding..., Deferred Compensation..., Dental Insurance, Disability Income..., Estate Planning, Executive Benefits..., Financial Needs Analysis, Health Insurance, Income Protection, Informal Business..., IRAs (Traditional and..., Key-Person Insurance, Long Term Care Insurance, Mutual Funds, Pension Plans, Salary Continuation, Social Security, Split Dollar Plans, Supplemental Retirement..., Survivor Income, Tax-Deferred Savings, Term Life Insurance, Universal Life, Variable Life, Wellness Programs, Whole Life, Wealth Accumulation
Education
The American College 2012 — 2014
University of Missouri-St. Louis 2002 — 2007
Bachelor of Science in Business Administration
Credit Union Nat'l Association 1996 — 1996
University of Colorado Boulder 1994 — 1995
University of Wisconsin-Madison - School of Business 1991 — 1993
Principal Financial Group January 2014 - Present
Cornerstone Financial Group March 2008 - December 2013
New England Securities March 2008 - December 2013
The BANCServices Group, Inc May 2003 - February 2008
Spirit of St. Louis Credit Union April 2002 - May 2003
Gateway Federal Employees Credit Union August 2000 - March 2002
Missouri Valley Federal Credit Union October 1985 - August 2000
First Bank of St. Charles County November 1981 - October 1985
J.D. Streett & Co. March 1979 - November 1981
Brown Shoe Company September 1977 - September 1978
Skills
401k, 403 b, SEP IRA, Simple IRA, Annuities, Variable Annuities, Asset Allocation, Business Continuation..., Business Overhead..., Buy-sell Agreements, Buy-Sell Review, Charitable Giving, College Funding..., Deferred Compensation..., Dental Insurance, Disability Income..., Estate Planning, Executive Benefits..., Financial Needs Analysis, Health Insurance, Income Protection, Informal Business..., IRAs (Traditional and..., Key-Person Insurance, Long Term Care Insurance, Mutual Funds, Pension Plans, Salary Continuation, Social Security, Split Dollar Plans, Supplemental Retirement..., Survivor Income, Tax-Deferred Savings, Term Life Insurance, Universal Life, Variable Life, Wellness Programs, Whole Life, Wealth Accumulation
Education
The American College 2012 — 2014
University of Missouri-St. Louis 2002 — 2007
Bachelor of Science in Business Administration
Credit Union Nat'l Association 1996 — 1996
University of Colorado Boulder 1994 — 1995
University of Wisconsin-Madison - School of Business 1991 — 1993
Marta Reeves's Principal Financial Group Experience April 2002 - September 2005
Job Vice President at PanAmerican Life Insurance Group
Industry Insurance
Experience
Pan-American Life Insurance Group October 2005 - Present
Principal Financial Group April 2002 - September 2005
CIGNA International - Latin America March 1992 - April 2002
Aetna International June 1999 - August 2000
Skills
Insurance, Health Insurance, Reinsurance, Life Insurance, Series 6, Risk Management, Series 63, Disability Insurance, Fixed Annuities, Retirement, Series 7, Strategic Planning
Education
University of Miami 1999 — 2000
MBA, International Business
Texas Christian University
BA, Marketing
Pan-American Life Insurance Group October 2005 - Present
Principal Financial Group April 2002 - September 2005
CIGNA International - Latin America March 1992 - April 2002
Aetna International June 1999 - August 2000
Skills
Insurance, Health Insurance, Reinsurance, Life Insurance, Series 6, Risk Management, Series 63, Disability Insurance, Fixed Annuities, Retirement, Series 7, Strategic Planning
Education
University of Miami 1999 — 2000
MBA, International Business
Texas Christian University
BA, Marketing
Jonathan Shew's Principal Financial Group Experience 2001 - 2003
Job Mortgage Executive at PathStone Capital
Industry Financial Services
Experience
PathStone Capital 2013 - Present
Private Financial 2008 - 2013
Century 21 Affiliated 2006 - 2008
Principal Financial Group 2001 - 2003
Firstar Bank 1999 - 2001
Dun and Bradstreet 1993 - 1995
Skills
Investments, Credit, Finance, Banking, Accounting, Retirement Planning, Financial Services, Wealth Management, Series 7, Financial Modeling, Loans, Insurance, Financial Reporting, Portfolio Management, Strategic Financial..., Risk Management, Mortgage Lending, Financial Analysis, Mutual Funds, Securities, Equities, Credit Analysis, Financial Risk, Asset Management, Commercial Lending, Commercial Banking, Valuation, Small Business Lending, Consumer Lending, Loan Origination
Education
The University of Akron 1990 — 1992
Bachelor of Arts (BA), Economics
The Ohio State University 1986 — 1989
Engineering & Business
PathStone Capital 2013 - Present
Private Financial 2008 - 2013
Century 21 Affiliated 2006 - 2008
Principal Financial Group 2001 - 2003
Firstar Bank 1999 - 2001
Dun and Bradstreet 1993 - 1995
Skills
Investments, Credit, Finance, Banking, Accounting, Retirement Planning, Financial Services, Wealth Management, Series 7, Financial Modeling, Loans, Insurance, Financial Reporting, Portfolio Management, Strategic Financial..., Risk Management, Mortgage Lending, Financial Analysis, Mutual Funds, Securities, Equities, Credit Analysis, Financial Risk, Asset Management, Commercial Lending, Commercial Banking, Valuation, Small Business Lending, Consumer Lending, Loan Origination
Education
The University of Akron 1990 — 1992
Bachelor of Arts (BA), Economics
The Ohio State University 1986 — 1989
Engineering & Business
Dave Noga's Principal Financial Group Experience 1995 - Present
Job Actuary at Principal Financial Group
Industry Insurance
Experience
Principal Financial Group 1995 - Present
Education
Texas Tech University 1993 — 1995
M.S., Mathematics
Truman State University 1989 — 1993
B.S., Mathematics
Principal Financial Group 1995 - Present
Education
Texas Tech University 1993 — 1995
M.S., Mathematics
Truman State University 1989 — 1993
B.S., Mathematics
Ashley Pruneda Celinski's Principal Financial Group Experience December 2007 - March 2008
Job Multifamily Credit Underwriting at Fannie Mae
Industry Commercial Real Estate
Experience
Fannie Mae October 2014 - Present
Fannie Mae February 2010 - October 2014
Fairfield Residential May 2008 - February 2010
Principal Financial Group December 2007 - March 2008
Principal Financial Group May 2007 - August 2007
Skills
Financial Analysis, Underwriting, Valuation, Investments, Real Estate, Affordable Housing..., Student Housing, Credit Risk, Credit Analysis, Fannie Mae, Military Housing, Conventional Housing, DUS Standards and..., Due Diligence
Education
Texas A&M University - Mays Business School 2006 — 2007
Master of Land Economics and Real Estate
Texas A&M University 2002 — 2006
Bachelor of Science
Fannie Mae October 2014 - Present
Fannie Mae February 2010 - October 2014
Fairfield Residential May 2008 - February 2010
Principal Financial Group December 2007 - March 2008
Principal Financial Group May 2007 - August 2007
Skills
Financial Analysis, Underwriting, Valuation, Investments, Real Estate, Affordable Housing..., Student Housing, Credit Risk, Credit Analysis, Fannie Mae, Military Housing, Conventional Housing, DUS Standards and..., Due Diligence
Education
Texas A&M University - Mays Business School 2006 — 2007
Master of Land Economics and Real Estate
Texas A&M University 2002 — 2006
Bachelor of Science
Brian Jenks's Principal Financial Group Experience March 1985 - Present
Job Senior Financial Services Representative at Princpal Financial Group
Industry Financial Services
Experience
Principal Financial Group March 1985 - Present
Roy Jenks and Associates March 1985 - Present
United States Pipe and Foundry Company March 1982 - March 1985
Skills
Retirement Planning, Wealth Management, Annuities, Variable Annuities, Fixed Annuities, Immediate Annuities, Life Insurance, Health Insurance, Group Medical, Estate Planning, Employee Benefits, Retirement, IRAs, Mutual Funds, Investments, 401(k), Pensions, Disability Insurance, Series 6, Series 63
Education
The Ohio State University 1977 — 1981
BS, Business Administration/Marketing
Principal Financial Group March 1985 - Present
Roy Jenks and Associates March 1985 - Present
United States Pipe and Foundry Company March 1982 - March 1985
Skills
Retirement Planning, Wealth Management, Annuities, Variable Annuities, Fixed Annuities, Immediate Annuities, Life Insurance, Health Insurance, Group Medical, Estate Planning, Employee Benefits, Retirement, IRAs, Mutual Funds, Investments, 401(k), Pensions, Disability Insurance, Series 6, Series 63
Education
The Ohio State University 1977 — 1981
BS, Business Administration/Marketing
John Merante, CFA's Principal Financial Group Experience 2011 - Present
Job Macro Strategist at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group 2011 - Present
Independet Consultant 2008 - 2011
Neuberger Berman February 2006 - May 2008
Lehman Brothers June 1999 - July 2005
U.S. Department of State August 1983 - June 1999
Skills
International and..., Equities, Fixed Income, Real Assets, Liquid Alternatives, International Relations, Asset Management, Asset Allocation, Finance, Series 7
Education
The George Washington University - School of Business 1994 — 1996
MS, Finance
Vassar College 1975 — 1979
BA, History
Principal Financial Group 2011 - Present
Independet Consultant 2008 - 2011
Neuberger Berman February 2006 - May 2008
Lehman Brothers June 1999 - July 2005
U.S. Department of State August 1983 - June 1999
Skills
International and..., Equities, Fixed Income, Real Assets, Liquid Alternatives, International Relations, Asset Management, Asset Allocation, Finance, Series 7
Education
The George Washington University - School of Business 1994 — 1996
MS, Finance
Vassar College 1975 — 1979
BA, History
Tom Southworth's Principal Financial Group Experience 2006 - 2008
Job Real Estate Professional
Industry Real Estate
Experience
Principal Financial Group 2006 - 2008
Skills
Financial Analysis, Real Estate Economics, Asset Management, Valuation, Investments, Residential Mortgages, Mortgage Lending, Loans
Education
Texas A&M University 2001 — 2002
MS, Real Estate
Principal Financial Group 2006 - 2008
Skills
Financial Analysis, Real Estate Economics, Asset Management, Valuation, Investments, Residential Mortgages, Mortgage Lending, Loans
Education
Texas A&M University 2001 — 2002
MS, Real Estate
Craig Mercer's Principal Financial Group Experience May 2003 - Present
Job Regional Retirement Plan Professional/Sr. Retirement Sales Rep. for Principal Financial Group/ Northeast Texas
Industry Financial Services
Experience
Principal Financial Group May 2003 - Present
Merrill Lynch, Private Client Group 1998 - 2003
Skills
401k, 403 b, Deferred Compensation, Defined Benefit, Defined Contribution, Pensions, Executive Benefit..., SEP IRA, Simple IRA
Education
The University of Dallas
Master of Business Administration (M.B.A.), Corporate Finance
Texas A&M University-Commerce
Bachelor’s Degree, Human Resources Management/Personnel Administration
Principal Financial Group May 2003 - Present
Merrill Lynch, Private Client Group 1998 - 2003
Skills
401k, 403 b, Deferred Compensation, Defined Benefit, Defined Contribution, Pensions, Executive Benefit..., SEP IRA, Simple IRA
Education
The University of Dallas
Master of Business Administration (M.B.A.), Corporate Finance
Texas A&M University-Commerce
Bachelor’s Degree, Human Resources Management/Personnel Administration
Russell Pittman's Principal Financial Group Experience October 1988 - October 1990
Job Loan Officer at American Advisors Group, Inc.
Industry Semiconductors
Experience
American Advisors Group, Inc. (AAG Reverse Mortgage) August 2015 - Present
Classic Components June 2015 - July 2015
AREA51 March 2014 - May 2015
SOHOpreneur October 2012 - October 2013
America II Electronics September 2003 - September 2012
GE Capital May 2001 - April 2002
United States Navy August 1999 - May 2001
Humana Inc. October 1990 - September 1995
Principal Financial Group October 1988 - October 1990
MassMutual Financial Group April 1987 - October 1988
Skills
B2B, Electronics, Sales, Sales Management, Sales Operations, Semiconductors, Supply Chain, Supplier Negotiation, Purchasing, Business Analysis, Account Management, Direct Sales, International Sales, Pricing, Product Development, Prospection, Team Building, Technical Writing, Proofreading, Medicare
Education
University of Florida, Graduate School 1983 — 1986
Grad School, Department of Pharmacy Health Care Administration, College of Pharmacy, Interdisciplinary Research Student
University of Florida 1982 — 1983
Bachelor of Science (B.S.), Physiological Psychology, 3.67 GPA; Dean's Lists. Graduated one wk before age 19, August 6, 1983.
The Citadel 1980 — 1981
Freshman Knob Plebe, Navy & Marine ROTC. Elite Militia Training at last all-male college in U.S., Regimental Commander Bowl Award winning team member, Echo Co., Class of 1984.
American Advisors Group, Inc. (AAG Reverse Mortgage) August 2015 - Present
Classic Components June 2015 - July 2015
AREA51 March 2014 - May 2015
SOHOpreneur October 2012 - October 2013
America II Electronics September 2003 - September 2012
GE Capital May 2001 - April 2002
United States Navy August 1999 - May 2001
Humana Inc. October 1990 - September 1995
Principal Financial Group October 1988 - October 1990
MassMutual Financial Group April 1987 - October 1988
Skills
B2B, Electronics, Sales, Sales Management, Sales Operations, Semiconductors, Supply Chain, Supplier Negotiation, Purchasing, Business Analysis, Account Management, Direct Sales, International Sales, Pricing, Product Development, Prospection, Team Building, Technical Writing, Proofreading, Medicare
Education
University of Florida, Graduate School 1983 — 1986
Grad School, Department of Pharmacy Health Care Administration, College of Pharmacy, Interdisciplinary Research Student
University of Florida 1982 — 1983
Bachelor of Science (B.S.), Physiological Psychology, 3.67 GPA; Dean's Lists. Graduated one wk before age 19, August 6, 1983.
The Citadel 1980 — 1981
Freshman Knob Plebe, Navy & Marine ROTC. Elite Militia Training at last all-male college in U.S., Regimental Commander Bowl Award winning team member, Echo Co., Class of 1984.
Jeff Boyer, CLU's Principal Financial Group Experience June 2006 - April 2008
Job Internal Wholesaler specializing in Indexed Life and Linked Benefit Products at Genworth
Industry Financial Services
Experience
Genworth Financial February 2012 - Present
TIME Financial December 2009 - February 2012
ING April 2008 - September 2009
Principal Financial Group June 2006 - April 2008
Skills
Salesforce.com, Sales, Account Management, Life Insurance, Customer Service, New Business Development, Market Research, Financial Services, Series 7, Series 63, Insurance, Collaborative Problem..., Problem Solving, Microsoft Office, Microsoft Excel, Winflex Web, Leadership, Strategic Planning, Marketing, Investments, Marketing Strategy, Retirement Planning, Social Media, Financial Analysis, Fixed Annuities, Sequoia Training
Education
Roanoke College 1998 — 2002
Bachelor's Degree, Business Administration and Management, General
The American College
Chartered Life Underwriter (CLU)
Genworth Financial February 2012 - Present
TIME Financial December 2009 - February 2012
ING April 2008 - September 2009
Principal Financial Group June 2006 - April 2008
Skills
Salesforce.com, Sales, Account Management, Life Insurance, Customer Service, New Business Development, Market Research, Financial Services, Series 7, Series 63, Insurance, Collaborative Problem..., Problem Solving, Microsoft Office, Microsoft Excel, Winflex Web, Leadership, Strategic Planning, Marketing, Investments, Marketing Strategy, Retirement Planning, Social Media, Financial Analysis, Fixed Annuities, Sequoia Training
Education
Roanoke College 1998 — 2002
Bachelor's Degree, Business Administration and Management, General
The American College
Chartered Life Underwriter (CLU)
Bill Bloodworth's Principal Financial Group Experience 2003 - 2006
Job Account Executive State & Local Government at Lenovo
Industry Computer & Network Security
Experience
Lenovo April 2012 - Present
Lenovo November 2006 - March 2012
Principal Financial Group 2003 - 2006
Mutual of Omaha 2000 - 2003
Epoxitex Industrial Services 1995 - 2000
Baxter Scientific Products 1991 - 1996
Fujifilm Medical Systems 1986 - 1989
Union Camp Paper Company 1984 - 1986
Union Camp Paper Company 1983 - 1984
US Army 1980 - 1983
Skills
Channel, Solution Selling, Salesforce.com, Channel Partners, Direct Sales, Account Management, Demand Generation, Sales Process, Cloud Computing, Channel Sales, Sales, Customer Satisfaction, CRM, Cold Calling, Sales Operations, New Business Development, Team Leadership, Customer Service, Product Management
Education
The Citadel 1976 — 1980
Bachelor of Arts (B.A.), Psychology
Lenovo April 2012 - Present
Lenovo November 2006 - March 2012
Principal Financial Group 2003 - 2006
Mutual of Omaha 2000 - 2003
Epoxitex Industrial Services 1995 - 2000
Baxter Scientific Products 1991 - 1996
Fujifilm Medical Systems 1986 - 1989
Union Camp Paper Company 1984 - 1986
Union Camp Paper Company 1983 - 1984
US Army 1980 - 1983
Skills
Channel, Solution Selling, Salesforce.com, Channel Partners, Direct Sales, Account Management, Demand Generation, Sales Process, Cloud Computing, Channel Sales, Sales, Customer Satisfaction, CRM, Cold Calling, Sales Operations, New Business Development, Team Leadership, Customer Service, Product Management
Education
The Citadel 1976 — 1980
Bachelor of Arts (B.A.), Psychology
Dale Ernst CLU, RHU, REBC, LUTCF's Principal Financial Group Experience September 1981 - September 2007
Job Vice President Employee Benefits at Brown & Brown of Tennessee
Industry Insurance
Experience
Brown & Brown of Tennessee May 2011 - Present
First Horizon Insurance Group September 2007 - May 2011
Principal Financial Group September 1981 - September 2007
Education
The American College 1994 — 2003
CLU, RHU, REBC, LUTCF, Employee Benefits
University of Northern Iowa 1970 — 1974
Bachelors, Social Science
Brown & Brown of Tennessee May 2011 - Present
First Horizon Insurance Group September 2007 - May 2011
Principal Financial Group September 1981 - September 2007
Education
The American College 1994 — 2003
CLU, RHU, REBC, LUTCF, Employee Benefits
University of Northern Iowa 1970 — 1974
Bachelors, Social Science
James Dishman's Principal Financial Group Experience October 2007 - June 2008
Job Credit Risk Manager Fannie Mae
Industry Commercial Real Estate
Experience
Fannie Mae June 2014 - Present
Wells Fargo August 2008 - June 2014
Principal Financial Group October 2007 - June 2008
RR Donnelley April 2007 - October 2007
Washington Mutual October 2002 - November 2006
Skills
Credit, Loans, Commercial Lending, Credit Analysis, Financial Analysis, Finance, Risk Management
Education
Texas A&M University-Commerce 1995 — 1997
BS, History
.
Fannie Mae June 2014 - Present
Wells Fargo August 2008 - June 2014
Principal Financial Group October 2007 - June 2008
RR Donnelley April 2007 - October 2007
Washington Mutual October 2002 - November 2006
Skills
Credit, Loans, Commercial Lending, Credit Analysis, Financial Analysis, Finance, Risk Management
Education
Texas A&M University-Commerce 1995 — 1997
BS, History
.
Robbie Schubert's Principal Financial Group Experience October 2010 - Present
Job Senior Benefits and Planning Consultant at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group October 2010 - Present
Investment Professionals, Inc. 2009 - 2010
Ameriprise Financial Services, Inc. September 2003 - October 2009
Skills
Wealth Management, Investments, Retirement Planning, Retirement, Finance, Employee Benefits, 401k, Relationship Management, 403b, SEP IRA, Simple IRA, Deferred Compensation..., Defined Benefit Plans, Series 7, Life Insurance, Financial Services
Education
Texas A&M University 1996 — 2001
Ag-Business, Business, Finance
Principal Financial Group October 2010 - Present
Investment Professionals, Inc. 2009 - 2010
Ameriprise Financial Services, Inc. September 2003 - October 2009
Skills
Wealth Management, Investments, Retirement Planning, Retirement, Finance, Employee Benefits, 401k, Relationship Management, 403b, SEP IRA, Simple IRA, Deferred Compensation..., Defined Benefit Plans, Series 7, Life Insurance, Financial Services
Education
Texas A&M University 1996 — 2001
Ag-Business, Business, Finance
Diana (Borroel) Atha, ChFC, CLU, LUTCF's Principal Financial Group Experience February 2011 - July 2013
Job Financial Advisor at Atha Financial Solutions
Industry Financial Services
Experience
Common Wealth Planning January 2015 - Present
Atha Financial Solutions March 2013 - Present
Principal Financial Group February 2011 - July 2013
Sacramento Hispanic Chamber of Commerce September 2005 - October 2008
NYLIFE Securties September 1984 - September 2005
New York Life Insurance Company September 1984 - September 2005
Skills
Retirement Planning, Retirement, Disability Insurance, Estate Planning, Insurance, Long-term Care, Income Protection, Business Planning, Annuities, Long Term Care, Public Speaking, Small Business, Strategic Financial..., Financial Planning, Fixed Annuities, Strategic Planning, Asset Allocation, Public Relations, Nonprofits, Leadership
Education
The American College 1999 — 2003
CLU, ChFC, LUTCF, Financial Services
The American College
Common Wealth Planning January 2015 - Present
Atha Financial Solutions March 2013 - Present
Principal Financial Group February 2011 - July 2013
Sacramento Hispanic Chamber of Commerce September 2005 - October 2008
NYLIFE Securties September 1984 - September 2005
New York Life Insurance Company September 1984 - September 2005
Skills
Retirement Planning, Retirement, Disability Insurance, Estate Planning, Insurance, Long-term Care, Income Protection, Business Planning, Annuities, Long Term Care, Public Speaking, Small Business, Strategic Financial..., Financial Planning, Fixed Annuities, Strategic Planning, Asset Allocation, Public Relations, Nonprofits, Leadership
Education
The American College 1999 — 2003
CLU, ChFC, LUTCF, Financial Services
The American College
Ken Chong's Principal Financial Group Experience July 2001 - November 2003
Job Partner Capital Markets at Paladin Preferred Capital
Industry Real Estate
Experience
Paladin Preferred Capital, a BRC Advisors Company September 2014 - Present
BRC Advisors September 2014 - Present
Viking Real Estate Group November 2003 - September 2014
Commercial Investment Brokerage Corporation August 2009 - August 2014
Principal Financial Group July 2001 - November 2003
Skills
Real Estate, Investments, Real Estate Transactions, Brokerage, Strategic Financial..., Estate Planning, Investment Properties, Commercial Real Estate, Strategic Planning, Leadership, Small Business, Retirement Planning, Marketing, Commercial Mortgages, Asset Management, Disposition, Location Intelligence, Financial Analysis, Securities, 1031 Exchanges, Event Planning, Leases, Investors, Wealth, Public Speaking, Real Estate Economics, Real Estate Financing, Budgets, Acquisitions, LLC, Residential Homes, Limited Partnerships, Due Diligence, Community Outreach, Fundraising, Mergers & Acquisitions, Entrepreneurship, Retirement, Contract Negotiation, Investment Management, Non-profit Leadership, Volunteer Management, Organizational..., Philanthropy, Tenant, Corporate Real Estate, Real Estate Development, Alternative Investments, Joint Ventures, FINRA
Education
The American College 2002 — 2002
Chartered Financial Consultant
University of California, Los Angeles 1994 — 1999
BS, Microbiology & Molecular Genetics w/ Spec in Business Admin
Paladin Preferred Capital, a BRC Advisors Company September 2014 - Present
BRC Advisors September 2014 - Present
Viking Real Estate Group November 2003 - September 2014
Commercial Investment Brokerage Corporation August 2009 - August 2014
Principal Financial Group July 2001 - November 2003
Skills
Real Estate, Investments, Real Estate Transactions, Brokerage, Strategic Financial..., Estate Planning, Investment Properties, Commercial Real Estate, Strategic Planning, Leadership, Small Business, Retirement Planning, Marketing, Commercial Mortgages, Asset Management, Disposition, Location Intelligence, Financial Analysis, Securities, 1031 Exchanges, Event Planning, Leases, Investors, Wealth, Public Speaking, Real Estate Economics, Real Estate Financing, Budgets, Acquisitions, LLC, Residential Homes, Limited Partnerships, Due Diligence, Community Outreach, Fundraising, Mergers & Acquisitions, Entrepreneurship, Retirement, Contract Negotiation, Investment Management, Non-profit Leadership, Volunteer Management, Organizational..., Philanthropy, Tenant, Corporate Real Estate, Real Estate Development, Alternative Investments, Joint Ventures, FINRA
Education
The American College 2002 — 2002
Chartered Financial Consultant
University of California, Los Angeles 1994 — 1999
BS, Microbiology & Molecular Genetics w/ Spec in Business Admin
Meredith (White) Krause's Principal Financial Group Experience January 1997 - December 2003
Job Associate Director, EDI at bswift
Industry Information Technology and Services
Experience
bswift July 2015 - Present
bswift July 2014 - June 2015
bswift April 2013 - July 2014
bswift July 2011 - April 2013
bswift May 2010 - July 2011
bswift July 2006 - May 2010
Businessolver June 2004 - July 2006
Holmes Murphy & Associates December 2003 - June 2004
Principal Financial Group January 1997 - December 2003
Skills
Benefits Administration, Employee Benefits, Process Improvement, Business Analysis, Project Management, HRIS, Health Insurance, Account Management, EDI, Requirements Analysis, Insurance, Business Process..., Customer Service, Technical Training, Technical Documentation, SQL, Underwriting, Written & Oral..., Energetic team player, Collaboration, Data Integration, Information Discovery, Software Project..., Software Documentation, Software Implementation, Software Integrations, Data Interfaces, Software Quality..., Data Quality, Business Requirements, HIPAA, Data Analysis, SharePoint, Consulting, Access, Vendor Management, Visio, Requirements Gathering, PeopleSoft, Analysis, Training, Leadership, Integration, Program Management, Business Process, Systems Analysis, CRM, Change Management
Education
Drake University 1994 — 1996
MST, Education, 3.98
The College of Wooster 1990 — 1994
Bachelor's degree, Fine and Studio Arts
Appleton East High School 1988 — 1990
Diploma
bswift July 2015 - Present
bswift July 2014 - June 2015
bswift April 2013 - July 2014
bswift July 2011 - April 2013
bswift May 2010 - July 2011
bswift July 2006 - May 2010
Businessolver June 2004 - July 2006
Holmes Murphy & Associates December 2003 - June 2004
Principal Financial Group January 1997 - December 2003
Skills
Benefits Administration, Employee Benefits, Process Improvement, Business Analysis, Project Management, HRIS, Health Insurance, Account Management, EDI, Requirements Analysis, Insurance, Business Process..., Customer Service, Technical Training, Technical Documentation, SQL, Underwriting, Written & Oral..., Energetic team player, Collaboration, Data Integration, Information Discovery, Software Project..., Software Documentation, Software Implementation, Software Integrations, Data Interfaces, Software Quality..., Data Quality, Business Requirements, HIPAA, Data Analysis, SharePoint, Consulting, Access, Vendor Management, Visio, Requirements Gathering, PeopleSoft, Analysis, Training, Leadership, Integration, Program Management, Business Process, Systems Analysis, CRM, Change Management
Education
Drake University 1994 — 1996
MST, Education, 3.98
The College of Wooster 1990 — 1994
Bachelor's degree, Fine and Studio Arts
Appleton East High School 1988 — 1990
Diploma
Jonathan Donatelli CLU®'s Principal Financial Group Experience August 2003 - Present
Job Senior Financial Advisor at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group August 2003 - Present
Skills
Insurance, Retirement Planning, Retirement, Series 63, Mutual Funds, 401k, Sales, Sales Management, Investments, Fixed Annuities, Strategic Financial..., Wealth Management, Estate Planning, Uniform Combined State..., Financial Analysis, Asset Management, Series 6, 403 b, SEP IRA, Asset Allocation, Simple IRA, Business Continuity, Business Overhead..., Buy-sell Agreements, Long Term Care Insurance, College Funding..., disability income..., IRAs, Roth IRA, Term Life Insurance, Financial Needs Analysis
Education
The American College 2006 — 2012
Chartered Life Underwriter CLU ®, Investments and Securities
SUNY GENESEO 1998 — 2002
BA, Economics
Principal Financial Group August 2003 - Present
Skills
Insurance, Retirement Planning, Retirement, Series 63, Mutual Funds, 401k, Sales, Sales Management, Investments, Fixed Annuities, Strategic Financial..., Wealth Management, Estate Planning, Uniform Combined State..., Financial Analysis, Asset Management, Series 6, 403 b, SEP IRA, Asset Allocation, Simple IRA, Business Continuity, Business Overhead..., Buy-sell Agreements, Long Term Care Insurance, College Funding..., disability income..., IRAs, Roth IRA, Term Life Insurance, Financial Needs Analysis
Education
The American College 2006 — 2012
Chartered Life Underwriter CLU ®, Investments and Securities
SUNY GENESEO 1998 — 2002
BA, Economics
Crista Reed, MBA, GBA's Principal Financial Group Experience 2001 - 2006
Job Senior Client Manager at CIGNA Healthcare
Industry Insurance
Experience
CIGNA Healthcare November 2006 - Present
Principal Financial Group 2001 - 2006
Skills
Health Insurance, Insurance, Disability Insurance, Health Savings Accounts, Employee Benefits, Life Insurance, Brokers, Underwriting, Term Life Insurance, Benefits Administration, Managed Care, Property & Casualty..., Account Management, Claim
Education
The American College
Certificate in Healthcare Reform Studies, Essentials of Healthcare Reform, The Healthcare Consultant
IFEBP Wharton School Univ of Pennsylvania
GBA - Group Benefits Associate, CEBS
West Virginia University 1986 — 1992
Bachelor of Science and Master of Business Administration, Marketing
CIGNA Healthcare November 2006 - Present
Principal Financial Group 2001 - 2006
Skills
Health Insurance, Insurance, Disability Insurance, Health Savings Accounts, Employee Benefits, Life Insurance, Brokers, Underwriting, Term Life Insurance, Benefits Administration, Managed Care, Property & Casualty..., Account Management, Claim
Education
The American College
Certificate in Healthcare Reform Studies, Essentials of Healthcare Reform, The Healthcare Consultant
IFEBP Wharton School Univ of Pennsylvania
GBA - Group Benefits Associate, CEBS
West Virginia University 1986 — 1992
Bachelor of Science and Master of Business Administration, Marketing
Jay Welch's Principal Financial Group Experience October 1990 - December 2010
Job VP Business Development at Employee Plans, LLC
Industry Insurance
Experience
Employee Plans, LLC August 2015 - Present
QuadMed LLC May 2014 - April 2015
Indianapolis Assocation of Health Underwriters July 2008 - July 2014
Business Distribution Solutions January 2011 - April 2014
Principal Financial Group October 1990 - December 2010
Skills
Insurance, Health Insurance, Employee Benefits, Underwriting, Health Savings Accounts, Strategic Planning, Brokers, Life Insurance, Sales Management, Disability Insurance, Medicare, Sales, Health Care Reform, Critical Illness, Fixed Annuities
Education
The Ohio State University 1981 — 1986
B.A., City and Regional Planning
Employee Plans, LLC August 2015 - Present
QuadMed LLC May 2014 - April 2015
Indianapolis Assocation of Health Underwriters July 2008 - July 2014
Business Distribution Solutions January 2011 - April 2014
Principal Financial Group October 1990 - December 2010
Skills
Insurance, Health Insurance, Employee Benefits, Underwriting, Health Savings Accounts, Strategic Planning, Brokers, Life Insurance, Sales Management, Disability Insurance, Medicare, Sales, Health Care Reform, Critical Illness, Fixed Annuities
Education
The Ohio State University 1981 — 1986
B.A., City and Regional Planning
Jennifer Joyner's Principal Financial Group Experience January 1995 - January 1997
Job Sr Business Analyst at GC Services
Industry Financial Services
Experience
GC Services February 1997 - Present
Principal Financial Group January 1995 - January 1997
Skills
Business Analysis, Technical Writing, Software Project..., Requirements Analysis, Requirements Gathering, SDLC, Business Requirements, Documentation, Erwin, Gap Analysis, Software Documentation, Visio, Testing, Analysis, Systems Analysis, SharePoint, Integration, Business Process, Databases, Data Warehousing, Quality Assurance, Data Modeling, User Acceptance Testing, SQL, MS Project, Business Intelligence, Microsoft SQL Server, Database Design, Agile Methodologies, Vendor Management, Crystal Reports, ETL, Quality Center, Process Improvement, Project Management
Education
Texas A&M University-Kingsville 1990 — 1993
BBA, Computer Information Systems
GC Services February 1997 - Present
Principal Financial Group January 1995 - January 1997
Skills
Business Analysis, Technical Writing, Software Project..., Requirements Analysis, Requirements Gathering, SDLC, Business Requirements, Documentation, Erwin, Gap Analysis, Software Documentation, Visio, Testing, Analysis, Systems Analysis, SharePoint, Integration, Business Process, Databases, Data Warehousing, Quality Assurance, Data Modeling, User Acceptance Testing, SQL, MS Project, Business Intelligence, Microsoft SQL Server, Database Design, Agile Methodologies, Vendor Management, Crystal Reports, ETL, Quality Center, Process Improvement, Project Management
Education
Texas A&M University-Kingsville 1990 — 1993
BBA, Computer Information Systems
Kandi Spetzman's Principal Financial Group Experience June 2005 - Present
Job Executive Assistant
Industry Financial Services
Experience
Principal Financial Group June 2005 - Present
ManpowerGroup March 2003 - June 2005
Grand Prairie ISD August 1995 - January 1999
Skills
Employee Benefits, Insurance, Customer Service, Administrative..., PowerPoint, Microsoft Word, Microsoft Excel, Travel Arrangements, Microsoft Office, Outlook, Data Entry, Office Management, Non-profits, Spreadsheets, Fax, Health Insurance, File Management, Confidentiality, Team Building, Investments, Marketing, Management, Time Management
Education
Texas Lutheran University 1987 — 1990
BS, Elementary Education
Vanderbilt University 1986 — 1987
Elementary Education
Principal Financial Group June 2005 - Present
ManpowerGroup March 2003 - June 2005
Grand Prairie ISD August 1995 - January 1999
Skills
Employee Benefits, Insurance, Customer Service, Administrative..., PowerPoint, Microsoft Word, Microsoft Excel, Travel Arrangements, Microsoft Office, Outlook, Data Entry, Office Management, Non-profits, Spreadsheets, Fax, Health Insurance, File Management, Confidentiality, Team Building, Investments, Marketing, Management, Time Management
Education
Texas Lutheran University 1987 — 1990
BS, Elementary Education
Vanderbilt University 1986 — 1987
Elementary Education
Rick Helms's Principal Financial Group Experience September 2003 - Present
Job RVP Life Brokerage Principal Financial
Industry Insurance
Experience
Principal Financial Group September 2003 - Present
Skills
Life Insurance, Retirement Planning, Retirement, Term Life Insurance, Insurance, Insurance Brokerage, Business Planning, Business Continuity..., Succession Planning, Key Person Insurance, Executive Pay, Estate Planning, Wealth, Employee Benefits, Universal Life, Brokers, Whole Life, Financial Services, Series 6, Series 63, General Insurance, Fixed Annuities, Disability Insurance, 401k
Education
The American College 1997 — 1999
Life Underwriter Training Council Fellow LUTCF
Principal Financial Group September 2003 - Present
Skills
Life Insurance, Retirement Planning, Retirement, Term Life Insurance, Insurance, Insurance Brokerage, Business Planning, Business Continuity..., Succession Planning, Key Person Insurance, Executive Pay, Estate Planning, Wealth, Employee Benefits, Universal Life, Brokers, Whole Life, Financial Services, Series 6, Series 63, General Insurance, Fixed Annuities, Disability Insurance, 401k
Education
The American College 1997 — 1999
Life Underwriter Training Council Fellow LUTCF
Lynn Rose's Principal Financial Group Experience January 1989 - January 1998
Job Agent at Nationwide Insurance
Industry Insurance
Experience
Nationwide Insurance January 1998 - Present
Principal Financial Group January 1989 - January 1998
Skills
Insurance
Education
The Ohio State University 1978 — 1983
Bachelor's degree, Business Finance, Communications
Nationwide Insurance January 1998 - Present
Principal Financial Group January 1989 - January 1998
Skills
Insurance
Education
The Ohio State University 1978 — 1983
Bachelor's degree, Business Finance, Communications
Abraham Zorrilla's Principal Financial Group Experience January 2006 - July 2007
Job Planner at City of Houston
Industry Government Administration
Experience
City of Houston April 2015 - Present
City of Houston October 2014 - April 2015
Think Peace International September 2013 - July 2014
City of West University Place May 2013 - August 2013
Johnson Controls May 2011 - November 2012
Wells Fargo Bank January 2008 - January 2010
Principal Financial Group January 2006 - July 2007
O.R.C.A of Houston May 2000 - May 2005
Skills
Customer Service, Project Management, Public Speaking, Teamwork, Leadership, Management, Microsoft Excel, Budgets, Banking, Digital Marketing, Policy, Customer-focused Service, Customer Service..., SketchUp, Cpr Certified, NIMS IS-700, IS-702,..., AutoCAD, Nonprofits, Microsoft Office, Research, PowerPoint, Community Outreach, Event Planning, Government, Spanish, Team Leadership
Education
Texas Southern University 2011 — 2014
Urban Planning & Environmental Policy, Urban planning and environmental policy
University of Houston-Downtown 2007 — 2010
International Business, Business Administration Bachelor - International Business
Texas Southern University
Master Program - Urban Planning and Environmental Policy, Urban Studies/Affairs, 3.16
City of Houston April 2015 - Present
City of Houston October 2014 - April 2015
Think Peace International September 2013 - July 2014
City of West University Place May 2013 - August 2013
Johnson Controls May 2011 - November 2012
Wells Fargo Bank January 2008 - January 2010
Principal Financial Group January 2006 - July 2007
O.R.C.A of Houston May 2000 - May 2005
Skills
Customer Service, Project Management, Public Speaking, Teamwork, Leadership, Management, Microsoft Excel, Budgets, Banking, Digital Marketing, Policy, Customer-focused Service, Customer Service..., SketchUp, Cpr Certified, NIMS IS-700, IS-702,..., AutoCAD, Nonprofits, Microsoft Office, Research, PowerPoint, Community Outreach, Event Planning, Government, Spanish, Team Leadership
Education
Texas Southern University 2011 — 2014
Urban Planning & Environmental Policy, Urban planning and environmental policy
University of Houston-Downtown 2007 — 2010
International Business, Business Administration Bachelor - International Business
Texas Southern University
Master Program - Urban Planning and Environmental Policy, Urban Studies/Affairs, 3.16
Rebecca Hipp's Principal Financial Group Experience November 1996 - December 2006
Job Account Manager, Investment Advisor Representative
Industry Financial Services
Experience
Arthur J. Gallagher & Co. January 2007 - Present
Principal Financial Group November 1996 - December 2006
Skills
Risk Management, Retirement, Human Resources, Investments, Securities, Retirement Planning
Education
Texas Lutheran University 1992 — 1996
BA, Elementary Education
Arthur J. Gallagher & Co. January 2007 - Present
Principal Financial Group November 1996 - December 2006
Skills
Risk Management, Retirement, Human Resources, Investments, Securities, Retirement Planning
Education
Texas Lutheran University 1992 — 1996
BA, Elementary Education
Mark A. Roberts's Principal Financial Group Experience October 2013 - June 2014
Job White Dog Investments
Industry Management Consulting
Experience
VALIC June 2014 - May 2015
Principal Financial Group October 2013 - June 2014
Bankers Life and Casualty Company July 2013 - October 2013
Sterne Agee July 2006 - October 2012
Merrill Lynch April 1999 - July 2006
Skills
401 (k), 403 (b), SEP &..., Asset Allocation, Annuities (Variable &..., Business Continuation..., Business Overhead..., Buy-Sell Agreements, Buy-Sell Review, Charitable Giving, College Funding..., Deferred Compensation..., Dental Insurance, Disability Income..., Estate Planning, Executive Benefits..., Financial Needs Analysis, Income Protection, Informal Business..., IRAs (Traditional &..., Key Person Insurance, Mutual Funds, Pension Plans, Salary Continuation, Series ,7 66..., Split Dollar Plans, Supplemental Retirement..., Survivor Income, Tax-Deferred Savings, Term Life Insurance, Universal Life Insurance, Wellness Programs, Wealth Accumulation, Whole Life Insurance
Education
The Citadel 1978 — 1982
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
The Citadel 1978 — 1982
BS Bus Admin
VALIC June 2014 - May 2015
Principal Financial Group October 2013 - June 2014
Bankers Life and Casualty Company July 2013 - October 2013
Sterne Agee July 2006 - October 2012
Merrill Lynch April 1999 - July 2006
Skills
401 (k), 403 (b), SEP &..., Asset Allocation, Annuities (Variable &..., Business Continuation..., Business Overhead..., Buy-Sell Agreements, Buy-Sell Review, Charitable Giving, College Funding..., Deferred Compensation..., Dental Insurance, Disability Income..., Estate Planning, Executive Benefits..., Financial Needs Analysis, Income Protection, Informal Business..., IRAs (Traditional &..., Key Person Insurance, Mutual Funds, Pension Plans, Salary Continuation, Series ,7 66..., Split Dollar Plans, Supplemental Retirement..., Survivor Income, Tax-Deferred Savings, Term Life Insurance, Universal Life Insurance, Wellness Programs, Wealth Accumulation, Whole Life Insurance
Education
The Citadel 1978 — 1982
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
The Citadel 1978 — 1982
BS Bus Admin
LN PATTON's Principal Financial Group Experience September 1997 - October 1999
Job RETIRED at LN ENTERPRISES, LLC
Industry Real Estate
Experience
LN ENTERPRISES, LLC March 2003 - Present
Seven Hills Financial, Inc. November 1999 - April 2003
Principal Financial Group September 1997 - October 1999
Skills
Customer Service, Microsoft Office, Microsoft Excel, Sales, Management, Microsoft Word, Strategic Planning, Marketing, Public Speaking, Leadership
Education
The Art Institute of Pittsburgh-Online Division 2007 — 2012
Residental Kitchen & Bath Design
University of Cincinnati 2007 — 2009
Marketing/Real Estate
LN ENTERPRISES, LLC March 2003 - Present
Seven Hills Financial, Inc. November 1999 - April 2003
Principal Financial Group September 1997 - October 1999
Skills
Customer Service, Microsoft Office, Microsoft Excel, Sales, Management, Microsoft Word, Strategic Planning, Marketing, Public Speaking, Leadership
Education
The Art Institute of Pittsburgh-Online Division 2007 — 2012
Residental Kitchen & Bath Design
University of Cincinnati 2007 — 2009
Marketing/Real Estate
Krishna Mellamarthy's Principal Financial Group Experience November 2011 - September 2012
Job IBM BPM Lead at Wells Fargo
Industry Computer Software
Experience
Wells Fargo November 2013 - Present
Grainger September 2013 - October 2013
Citi 2012 - 2013
Principal Financial Group November 2011 - September 2012
First Data Corporation September 2011 - November 2011
PwC June 2011 - August 2011
Pfizer September 2010 - May 2011
Allianz May 2010 - August 2010
Iron Mountain February 2010 - April 2010
Aflac July 2007 - January 2010
Skills
IBM BPM, SOA, Business Process Design, Business Process..., EAI, BPMN, Solution Architecture, Java Enterprise Edition, Agile Methodologies, Requirements Analysis, SDLC
Education
Texas A&M University-Commerce 2000 — 2002
Master's degree, Computer Science
Wells Fargo November 2013 - Present
Grainger September 2013 - October 2013
Citi 2012 - 2013
Principal Financial Group November 2011 - September 2012
First Data Corporation September 2011 - November 2011
PwC June 2011 - August 2011
Pfizer September 2010 - May 2011
Allianz May 2010 - August 2010
Iron Mountain February 2010 - April 2010
Aflac July 2007 - January 2010
Skills
IBM BPM, SOA, Business Process Design, Business Process..., EAI, BPMN, Solution Architecture, Java Enterprise Edition, Agile Methodologies, Requirements Analysis, SDLC
Education
Texas A&M University-Commerce 2000 — 2002
Master's degree, Computer Science
Sally Small's Principal Financial Group Experience March 1993 - March 2010
Job Claims Recovery Specialist at Molina Healthcare
Industry Insurance
Experience
Molina Healthcare July 2010 - Present
Principal Financial Group March 1993 - March 2010
Principal Financial Group March 1990 - March 1993
Principal Financial Group March 1988 - March 1990
Skills
Healthcare, Medicare, Employee Benefits, Health Insurance, Medicaid, Time Management, Claim, Analysis
Education
The Ohio State University
Journalism
Molina Healthcare July 2010 - Present
Principal Financial Group March 1993 - March 2010
Principal Financial Group March 1990 - March 1993
Principal Financial Group March 1988 - March 1990
Skills
Healthcare, Medicare, Employee Benefits, Health Insurance, Medicaid, Time Management, Claim, Analysis
Education
The Ohio State University
Journalism
Lawrence Blumenfeld's Principal Financial Group Experience August 1973 - December 2011
Job Financial Services Representative at First Heartland Capital, Inc.
Industry Financial Services
Experience
First Heartland Capital, Inc. January 2012 - Present
Principal Financial Group August 1973 - December 2011
Skills
Series 7, Series 63, Mutual Funds, Retirement, 401k, 401k Rollovers, Fixed Annuities, IRAs, Series 6, 403 b
Education
The American College 1977 — 1983
Chartered Life Underwriter and Chartered Financial Consultant
University of Missouri-Columbia 1967 — 1971
Bachelor of Science (B.S.), European History & Political Science
First Heartland Capital, Inc. January 2012 - Present
Principal Financial Group August 1973 - December 2011
Skills
Series 7, Series 63, Mutual Funds, Retirement, 401k, 401k Rollovers, Fixed Annuities, IRAs, Series 6, 403 b
Education
The American College 1977 — 1983
Chartered Life Underwriter and Chartered Financial Consultant
University of Missouri-Columbia 1967 — 1971
Bachelor of Science (B.S.), European History & Political Science
Charlene Ayers's Principal Financial Group Experience August 2007 - June 2009
Job IT Project Manager | Finance | Total Rewards
Industry Information Technology and Services
Experience
Partner's Consulting, Inc. February 2015 - Present
Independence Blue Cross February 2015 - July 2015
Towers Watson July 2013 - April 2014
AmeriGas December 2011 - November 2012
Principal Financial Group August 2007 - June 2009
Principal Financial Group March 2005 - August 2007
Independent Restaurant March 2001 - December 2001
Skills
Leadership, Project Management, Training, Strategic Planning, Account Management, PMP, SAP, Customer Service, Teamwork, Portfolio Management, Team Leadership, Visio, Benefits Administration, Negotiation, Risk Management, Business Analysis, Project Planning, Program Management, Team Building, Vendor Management, Strategy, Business Process
Education
The Johns Hopkins University - Carey Business School
Master of Science (MSc), Information Technology and Human Resources Management
University of the West Indies, St. Augustine Campus
B.Sc., Political Science
Bishop Anstey High School
Partner's Consulting, Inc. February 2015 - Present
Independence Blue Cross February 2015 - July 2015
Towers Watson July 2013 - April 2014
AmeriGas December 2011 - November 2012
Principal Financial Group August 2007 - June 2009
Principal Financial Group March 2005 - August 2007
Independent Restaurant March 2001 - December 2001
Skills
Leadership, Project Management, Training, Strategic Planning, Account Management, PMP, SAP, Customer Service, Teamwork, Portfolio Management, Team Leadership, Visio, Benefits Administration, Negotiation, Risk Management, Business Analysis, Project Planning, Program Management, Team Building, Vendor Management, Strategy, Business Process
Education
The Johns Hopkins University - Carey Business School
Master of Science (MSc), Information Technology and Human Resources Management
University of the West Indies, St. Augustine Campus
B.Sc., Political Science
Bishop Anstey High School
Brad Newland's Principal Financial Group Experience May 2007 - August 2008
Job Senior Business Services Analyst at Southwestern Energy
Industry Oil & Energy
Experience
Southwestern Energy December 2012 - Present
Southwestern Energy June 2011 - December 2012
Southwestern Energy June 2010 - June 2011
Principal Financial Group May 2007 - August 2008
Nassau Postal Business Center May 2003 - August 2006
Skills
Contract Negotiation, Project Planning, Financial Modeling, Financial Analysis, Portfolio Management, Cash Management, Risk Management, Forecasting, Accounting, Access, Analysis, Contract Management
Education
Texas Tech University 2005 — 2010
Bachelor of Business Administration (B.B.A.), Finance, General
Southwestern Energy December 2012 - Present
Southwestern Energy June 2011 - December 2012
Southwestern Energy June 2010 - June 2011
Principal Financial Group May 2007 - August 2008
Nassau Postal Business Center May 2003 - August 2006
Skills
Contract Negotiation, Project Planning, Financial Modeling, Financial Analysis, Portfolio Management, Cash Management, Risk Management, Forecasting, Accounting, Access, Analysis, Contract Management
Education
Texas Tech University 2005 — 2010
Bachelor of Business Administration (B.B.A.), Finance, General
Alicia Olson, SHRM-CP's Principal Financial Group Experience February 2010 - July 2011
Job HR AdministratorDC at Ascena Retail Group, Inc.
Industry Retail
Experience
Ascena Retail Group, Inc. May 2013 - Present
Tween Brands July 2011 - May 2013
Principal Financial Group February 2010 - July 2011
Principal Financial Group July 2007 - February 2010
Principal Financial Group May 2006 - July 2007
Skills
Human Resources, Management, Leadership, Interviews, Employee Benefits, Time Management
Education
The Ohio State University 1999 — 2004
Bachelor of Science, Zoology
Ascena Retail Group, Inc. May 2013 - Present
Tween Brands July 2011 - May 2013
Principal Financial Group February 2010 - July 2011
Principal Financial Group July 2007 - February 2010
Principal Financial Group May 2006 - July 2007
Skills
Human Resources, Management, Leadership, Interviews, Employee Benefits, Time Management
Education
The Ohio State University 1999 — 2004
Bachelor of Science, Zoology
Lara (Schneider) Costanzo CFP®'s Principal Financial Group Experience February 2006 - Present
Job Retirement Plan Professional / Senior Account Executive at the Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group February 2006 - Present
Ameriprise Financial Services Incorporated May 2005 - January 2006
Skills
Retirement Planning, Retirement, 401k, Financial Advisory, Marketing, Insurance, Business Planning, Retirement Plan...
Education
The College of New Jersey 2000 — 2004
Bachelor of Science, International Business, Marketing
Principal Financial Group February 2006 - Present
Ameriprise Financial Services Incorporated May 2005 - January 2006
Skills
Retirement Planning, Retirement, 401k, Financial Advisory, Marketing, Insurance, Business Planning, Retirement Plan...
Education
The College of New Jersey 2000 — 2004
Bachelor of Science, International Business, Marketing
Kate Lam's Principal Financial Group Experience 2006 - 2007
Job Referral Specialist at Mount Carmel Health System
Industry Insurance
Experience
Mount Carmel Health System July 2013 - Present
Aetna July 2007 - July 2013
Principal Financial Group 2006 - 2007
OhioHealth 2005 - 2007
Education
The Ohio State University
Bachelor of Science (B.S.), Human Ecology
Mount Carmel Health System July 2013 - Present
Aetna July 2007 - July 2013
Principal Financial Group 2006 - 2007
OhioHealth 2005 - 2007
Education
The Ohio State University
Bachelor of Science (B.S.), Human Ecology
H. Charles Yett III, CLU®'s Principal Financial Group Experience November 1994 - Present
Job Senior Financial Services Representative, Princor Registered Representative
Industry Financial Services
Experience
Sycamore Financial Group 2000 - Present
Principal Financial Group November 1994 - Present
Skills
401 (k), 403 (b), SEP &..., Annuities (Variable &..., Business Continuation..., Buy-Sell Review, Disability Income..., Estate Planning, Executive Benefits..., Informal Business..., IRAs (Traditional &..., Long-Term Care Insurance, Pension Plans, Salary Continuation, Series 6, 63..., Supplemental Retirement..., Tax-Deferred Savings, Retirement Planning
Education
Wofford College 1980 — 1984
Bachelor's Degree, Economics
The American College
Chartered Life Underwriter
Sycamore Financial Group 2000 - Present
Principal Financial Group November 1994 - Present
Skills
401 (k), 403 (b), SEP &..., Annuities (Variable &..., Business Continuation..., Buy-Sell Review, Disability Income..., Estate Planning, Executive Benefits..., Informal Business..., IRAs (Traditional &..., Long-Term Care Insurance, Pension Plans, Salary Continuation, Series 6, 63..., Supplemental Retirement..., Tax-Deferred Savings, Retirement Planning
Education
Wofford College 1980 — 1984
Bachelor's Degree, Economics
The American College
Chartered Life Underwriter
The Principal Financial Group
BTG Pactual
HuaTai Securities Co.,Ltd.
Guosen Securities
PFG
Principal Financial
Principle
Fubon Financial Holdings