Principal Financial Group
Industry: Financial investment management company
DescriptionThe Principal Financial Group is a global financial investment management and insurance company headquartered in Des Moines, Iowa. Headquarters: Des Moines, Iowa, United States CEO: Daniel Joseph Houston (18 Aug 2015–) Assets under management: 692.4 billion USD (2017) Subsidiaries: Principal Securities, Inc.,
Principal Financial Group List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Principal Financial Group. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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8,325 Principal Financial Group employees in database. Find out everything there's to know about Principal Financial Group employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Principal Financial Group Employees
Employee
Years
Job
Industry
Janelle Frankeberger Janelle Frankeberger's Principal Financial Group Experience 2000 - 2002
Job Digital Marketing Specialist
Industry Internet
Experience
3M July 2014 - Present
Liaison Resources @ 3M June 2006 - July 2014
Bellacor August 2005 - June 2006
FindLaw, a Thomson Reuters business 2002 - 2005
Principal Financial Group 2000 - 2002
BSB Architects and Planners 1997 - 2000
Skills
Web Analytics, Interactive Marketing, Email Marketing, SEO, Online Marketing, Marketing Strategy, Social Media, Multivariate Testing, Landing Page..., Organic Search, Cross-channel Marketing, Digital Marketing, Digital Strategy, Integrated Marketing, Website Development, Web Content Management, Mobile Marketing, B2B, User Experience, B2B Marketing, WebTrends Analytics, Usability, Project Management, SEM, Online Advertising, Marketing Communications, Google Analytics, Multi-channel Marketing, E-commerce, Google Adwords, E-business, Web Project Management
Education
The University of North Dakota
B.S., Advertising
3M July 2014 - Present
Liaison Resources @ 3M June 2006 - July 2014
Bellacor August 2005 - June 2006
FindLaw, a Thomson Reuters business 2002 - 2005
Principal Financial Group 2000 - 2002
BSB Architects and Planners 1997 - 2000
Skills
Web Analytics, Interactive Marketing, Email Marketing, SEO, Online Marketing, Marketing Strategy, Social Media, Multivariate Testing, Landing Page..., Organic Search, Cross-channel Marketing, Digital Marketing, Digital Strategy, Integrated Marketing, Website Development, Web Content Management, Mobile Marketing, B2B, User Experience, B2B Marketing, WebTrends Analytics, Usability, Project Management, SEM, Online Advertising, Marketing Communications, Google Analytics, Multi-channel Marketing, E-commerce, Google Adwords, E-business, Web Project Management
Education
The University of North Dakota
B.S., Advertising
Garrett Kreitman Garrett Kreitman's Principal Financial Group Experience May 2015 - Present
Job QA IT Intern at Principal Financial Group
Industry Information Technology and Services
Experience
Principal Financial Group May 2015 - Present
Lion Street January 2014 - May 2015
Division of Recreational Sports August 2013 - January 2014
University of Texas at Austin- Athletic Department August 2012 - December 2013
Garden Fresh Restaurant Corp. (dba Souplantation & Sweet Tomatoes Restaurants) June 2010 - August 2012
Congregation Anshai Torah Catering August 2008 - June 2010
Skills
Data Entry, Time Management, Food, Customer Service, PowerPoint, Critical Thinking, Event Planning, Microsoft Excel, Leadership, Microsoft Office, Microsoft Word, Telephone Skills, Teamwork, Outlook, Customer Satisfaction, Restaurants, Inventory Management, Social Media, VBA, Data Analysis
Education
The University of Texas at Austin 2012 — 2016
Bachelor's Degree, Management Information Systems, General
Principal Financial Group May 2015 - Present
Lion Street January 2014 - May 2015
Division of Recreational Sports August 2013 - January 2014
University of Texas at Austin- Athletic Department August 2012 - December 2013
Garden Fresh Restaurant Corp. (dba Souplantation & Sweet Tomatoes Restaurants) June 2010 - August 2012
Congregation Anshai Torah Catering August 2008 - June 2010
Skills
Data Entry, Time Management, Food, Customer Service, PowerPoint, Critical Thinking, Event Planning, Microsoft Excel, Leadership, Microsoft Office, Microsoft Word, Telephone Skills, Teamwork, Outlook, Customer Satisfaction, Restaurants, Inventory Management, Social Media, VBA, Data Analysis
Education
The University of Texas at Austin 2012 — 2016
Bachelor's Degree, Management Information Systems, General
Bret Whiteley Bret Whiteley's Principal Financial Group Experience May 2009 - Present
Job Princor Registered Representative/Financial Representative
Industry Financial Services
Experience
Principal Financial Group May 2009 - Present
Skills
Mutual Funds, Series 63, 401k, Asset Allocation, Series 6, Wealth Accumulation, Estate Planning, Annuities (Variable and..., Financial Needs Analysis, Survivor Income, Salary Continuation
Education
The University of Texas at Arlington - College of Business Administration 1979 — 1983
Bachelor of Business Administration (BBA), Finance, General
Principal Financial Group May 2009 - Present
Skills
Mutual Funds, Series 63, 401k, Asset Allocation, Series 6, Wealth Accumulation, Estate Planning, Annuities (Variable and..., Financial Needs Analysis, Survivor Income, Salary Continuation
Education
The University of Texas at Arlington - College of Business Administration 1979 — 1983
Bachelor of Business Administration (BBA), Finance, General
Abenezer Kassa Abenezer Kassa's Principal Financial Group Experience June 2014 - August 2014
Job Finance
Industry Financial Services
Experience
Principal Financial Group June 2014 - August 2014
University of Texas at Arlington May 2013 - November 2013
Skills
Leadership, Finance, Microsoft Office, Microsoft Word, Event Planning, Public Speaking, Teamwork, Research, Microsoft Excel, Time Management, US GAAP reporting, Investments, Budgeting, Windows, CAPM, Accounting, DCF Valuation
Education
HBX Harvard Business School 2015 — 2015
Core: Credential of Readiness, (In progress) : Summer Cohort
The University of Texas at Arlington 2012 — 2015
Bachelor’s Degree, Finance, Cum Laude
Principal Financial Group June 2014 - August 2014
University of Texas at Arlington May 2013 - November 2013
Skills
Leadership, Finance, Microsoft Office, Microsoft Word, Event Planning, Public Speaking, Teamwork, Research, Microsoft Excel, Time Management, US GAAP reporting, Investments, Budgeting, Windows, CAPM, Accounting, DCF Valuation
Education
HBX Harvard Business School 2015 — 2015
Core: Credential of Readiness, (In progress) : Summer Cohort
The University of Texas at Arlington 2012 — 2015
Bachelor’s Degree, Finance, Cum Laude
Josh Kraft Josh Kraft's Principal Financial Group Experience February 2014 - Present
Job Financial Advisor at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group February 2014 - Present
Menards June 2011 - January 2014
Army National Guard June 2004 - June 2011
Skills
Retirement Income..., Financial Services, Income Protection, Roth IRA, Survivor Income, 401k Rollovers, Leadership, Financial Planning, Business Owner Planning, 401k, Group Benefit Plans, Customer Service, Management, Finance, Insurance, Disability Insurance, Sales, Team Management
Education
The University of North Dakota 2006 — 2011
Bachelor's Degree, Management, Magna Cum Laude
Principal Financial Group February 2014 - Present
Menards June 2011 - January 2014
Army National Guard June 2004 - June 2011
Skills
Retirement Income..., Financial Services, Income Protection, Roth IRA, Survivor Income, 401k Rollovers, Leadership, Financial Planning, Business Owner Planning, 401k, Group Benefit Plans, Customer Service, Management, Finance, Insurance, Disability Insurance, Sales, Team Management
Education
The University of North Dakota 2006 — 2011
Bachelor's Degree, Management, Magna Cum Laude
James Gamble's Principal Financial Group Experience January 2009 - January 2010
Job Virtual Experience Briefing Manager
Industry Primary/Secondary Education
Experience
Polycom April 2015 - Present
Polycom January 2010 - January 2015
Principal Financial Group January 2009 - January 2010
Living Ethic Architecture February 2009 - August 2009
Skills
Product Marketing, Management, Microsoft Office, Sales, Time Management, Customer Service, Marketing Communications, Leadership, Networking, Social Media Marketing, Salesforce.com, Social Media, Marketing, Strategic Partnerships, Social Networking, Product Management, Event Planning, Solution Selling
Education
The University of Texas at Austin 2004 — 2008
BA, Communication Studies
The University of Texas at Austin
Polycom April 2015 - Present
Polycom January 2010 - January 2015
Principal Financial Group January 2009 - January 2010
Living Ethic Architecture February 2009 - August 2009
Skills
Product Marketing, Management, Microsoft Office, Sales, Time Management, Customer Service, Marketing Communications, Leadership, Networking, Social Media Marketing, Salesforce.com, Social Media, Marketing, Strategic Partnerships, Social Networking, Product Management, Event Planning, Solution Selling
Education
The University of Texas at Austin 2004 — 2008
BA, Communication Studies
The University of Texas at Austin
Claudia De la Rosa, MBA Claudia De la Rosa, MBA's Principal Financial Group Experience November 2014 - Present
Job Financial Services Representative Graham Capital Strategies
Industry Financial Services
Experience
Principal Financial Group November 2014 - Present
Wells Fargo March 2011 - June 2012
bebe stores July 2010 - March 2011
BCBGMAXAZRIAGROUP June 2008 - July 2010
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Customer Service, PowerPoint, Time Management, Research, English, Teamwork, Spanish, Program Management, Accounting, Strategy, Sales, Customer Satisfaction, Leadership, Management
Education
The University of Texas at El Paso 2012 — 2014
Master of Business Administration (MBA)
The University of Texas at El Paso 2005 — 2010
Bachelor of Arts in Communication with a concentration in Electronic Media, Minor in General Business
Principal Financial Group November 2014 - Present
Wells Fargo March 2011 - June 2012
bebe stores July 2010 - March 2011
BCBGMAXAZRIAGROUP June 2008 - July 2010
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Customer Service, PowerPoint, Time Management, Research, English, Teamwork, Spanish, Program Management, Accounting, Strategy, Sales, Customer Satisfaction, Leadership, Management
Education
The University of Texas at El Paso 2012 — 2014
Master of Business Administration (MBA)
The University of Texas at El Paso 2005 — 2010
Bachelor of Arts in Communication with a concentration in Electronic Media, Minor in General Business
Kasey Capshaw's Principal Financial Group Experience September 2013 - March 2014
Job Real Estate Agent Assistant at Coldwell Banker
Industry Financial Services
Experience
DR Horton September 2015 - Present
Coldwell Banker August 2014 - September 2015
Principal Financial Group September 2013 - March 2014
Retta Christian Learning Center March 2012 - September 2013
City of Arlington October 2010 - March 2012
Skills
Microsoft Word, Social Media, Teamwork, Time Management, Windows, Outlook, Community Outreach, Microsoft Office, Leadership, Microsoft Excel, Marketing, Team Leadership, Management, Event Planning, Public Speaking, Team Building
Education
The University of Texas at Arlington - College of Business 2014 — 2016
Bachelor of Business Administration (B.B.A.), Finance, General
Tarrant County College 2012 — 2014
Associate of Arts (AA), Art/Art Studies, General
DR Horton September 2015 - Present
Coldwell Banker August 2014 - September 2015
Principal Financial Group September 2013 - March 2014
Retta Christian Learning Center March 2012 - September 2013
City of Arlington October 2010 - March 2012
Skills
Microsoft Word, Social Media, Teamwork, Time Management, Windows, Outlook, Community Outreach, Microsoft Office, Leadership, Microsoft Excel, Marketing, Team Leadership, Management, Event Planning, Public Speaking, Team Building
Education
The University of Texas at Arlington - College of Business 2014 — 2016
Bachelor of Business Administration (B.B.A.), Finance, General
Tarrant County College 2012 — 2014
Associate of Arts (AA), Art/Art Studies, General
Jessica Flores's Principal Financial Group Experience August 2005 - September 2006
Job Founder & CEO of Belles Organics, Inc.
Industry Wine and Spirits
Experience
Belles Organics, Inc. 2012 - Present
Fiduciary Compliance Center, LLC March 2009 - February 2014
Fiduciary Risk Management, LLC, Subsidiary of Habif, Arogeti & Wynn LLP 2007 - 2009
Principal Financial Group August 2005 - September 2006
Morgan Stanley 2002 - 2005
Skills
Investigations, Litigation Consulting, Expert Witness Services, Compliance, Retirement, Auditing, Employee Benefits, Financial Services, Retirement Plan..., Private Investigations, Retirement Planning, Financial Advisory, Investment Advisory, Mutual Funds, Management, Strategic Financial..., 401k
Education
University of Louisiana at Monroe 1999 — 2002
Finance
The University of Texas at Arlington 1997 — 1999
Finance
University of South Carolina-Sumter 1994 — 1996
Accounting & Business Law
Hillcrest High School - Dalzell, SC 1994 — 1996
Dual Enrolled
Belles Organics, Inc. 2012 - Present
Fiduciary Compliance Center, LLC March 2009 - February 2014
Fiduciary Risk Management, LLC, Subsidiary of Habif, Arogeti & Wynn LLP 2007 - 2009
Principal Financial Group August 2005 - September 2006
Morgan Stanley 2002 - 2005
Skills
Investigations, Litigation Consulting, Expert Witness Services, Compliance, Retirement, Auditing, Employee Benefits, Financial Services, Retirement Plan..., Private Investigations, Retirement Planning, Financial Advisory, Investment Advisory, Mutual Funds, Management, Strategic Financial..., 401k
Education
University of Louisiana at Monroe 1999 — 2002
Finance
The University of Texas at Arlington 1997 — 1999
Finance
University of South Carolina-Sumter 1994 — 1996
Accounting & Business Law
Hillcrest High School - Dalzell, SC 1994 — 1996
Dual Enrolled
Roger Freidank, LUTCF Roger Freidank, LUTCF's Principal Financial Group Experience April 1982 - August 2011
Job Sales Executive at HUB International
Industry Financial Services
Experience
HUB International August 2013 - Present
HUB International August 2013 - Present
The Manuel Lujan Agencies January 2013 - August 2013
RDF Financial LLC April 1982 - July 2012
Principal Financial Group April 1982 - August 2011
Skills
Fixed Annuities, Disability Insurance, Retirement Planning, Retirement, Life Insurance, IRAs, Term Life Insurance, Insurance, Long-term Care, 401k, Series 6, Health Insurance, Long Term Care Insurance, Mutual Funds, Universal Life, Financial Advisory, Series 24, Estate Planning, Employee Benefits, Securities, Series 63, Series 7, Brokers, Investments, Process Improvement, Wealth Management, Property & Casualty..., Financial Planners, Uniform Combined State..., Whole Life, Asset Allocation, Financial Services, Wealth, Variable Annuities, Investment Advisory, Pensions, Strategic Financial...
Education
The University of New Mexico 1978 — 1981
Bachelor of Business Administration, Bachelor of Arts, Journalism
The University of New Mexico 1978 — 1981
Bachelor of Business AdministrationBachelor of Arts, Journalism
Jefferson
Jefferson
Jefferson middle school
HUB International August 2013 - Present
HUB International August 2013 - Present
The Manuel Lujan Agencies January 2013 - August 2013
RDF Financial LLC April 1982 - July 2012
Principal Financial Group April 1982 - August 2011
Skills
Fixed Annuities, Disability Insurance, Retirement Planning, Retirement, Life Insurance, IRAs, Term Life Insurance, Insurance, Long-term Care, 401k, Series 6, Health Insurance, Long Term Care Insurance, Mutual Funds, Universal Life, Financial Advisory, Series 24, Estate Planning, Employee Benefits, Securities, Series 63, Series 7, Brokers, Investments, Process Improvement, Wealth Management, Property & Casualty..., Financial Planners, Uniform Combined State..., Whole Life, Asset Allocation, Financial Services, Wealth, Variable Annuities, Investment Advisory, Pensions, Strategic Financial...
Education
The University of New Mexico 1978 — 1981
Bachelor of Business Administration, Bachelor of Arts, Journalism
The University of New Mexico 1978 — 1981
Bachelor of Business AdministrationBachelor of Arts, Journalism
Jefferson
Jefferson
Jefferson middle school
Dustin Scobey Dustin Scobey's Principal Financial Group Experience December 2012 - Present
Job Financial Advisor at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group December 2012 - Present
MetLife December 2011 - November 2012
Edward Jones July 2009 - November 2011
Fidelity Investments May 2007 - July 2009
Wachovia Securities Financial Network March 2005 - May 2007
Skills
Retirement, Strategic Financial..., Mutual Funds, 401k, Portfolio Management, Series 7, Retirement Planning, Uniform Combined State..., 401k Rollovers, Wealth Accumulation, Wealth Management, Investment Strategies, Financial Advisory, Financial Analysis, Insurance, Asset Managment, Alternative Investments, Variable Products, Financial Goals, Qualified Retirement...
Education
The University of Memphis 2001 — 2003
Master of Business Administration (MBA), MBA
The University of Memphis 2001 — 2003
Master of Business Administration (M.B.A.), Business/Managerial Economics
Principal Financial Group December 2012 - Present
MetLife December 2011 - November 2012
Edward Jones July 2009 - November 2011
Fidelity Investments May 2007 - July 2009
Wachovia Securities Financial Network March 2005 - May 2007
Skills
Retirement, Strategic Financial..., Mutual Funds, 401k, Portfolio Management, Series 7, Retirement Planning, Uniform Combined State..., 401k Rollovers, Wealth Accumulation, Wealth Management, Investment Strategies, Financial Advisory, Financial Analysis, Insurance, Asset Managment, Alternative Investments, Variable Products, Financial Goals, Qualified Retirement...
Education
The University of Memphis 2001 — 2003
Master of Business Administration (MBA), MBA
The University of Memphis 2001 — 2003
Master of Business Administration (M.B.A.), Business/Managerial Economics
Cheryl McCauley Cheryl McCauley's Principal Financial Group Experience 2001 - 2002
Job Experienced Managerial Accounting Professional
Industry Accounting
Experience
Ryko Solutions, Inc. May 2015 - Present
Danfoss Power Solutions 2002 - October 2014
Principal Financial Group 2001 - 2002
Sauer-Danfoss 2000 - 2001
Brenton Bank 1998 - 2000
Compressor Controls Corporation 1991 - 1998
IBP INC 1990 - 1991
IBP INC 1988 - 1990
IBP INC 1987 - 1988
Skills
Accounting, Cost Accounting, Product Costing, Microsoft Office, SAP FICO, SAP Implementation, Budgeting, Variance Analysis, General Ledger, Account Reconciliation, Journal Entries, Finance, SAP, Forecasting, Financial Reporting, Management
Education
The University of South Dakota 1982 — 1986
Bachelor's Degree, Accounting
Ryko Solutions, Inc. May 2015 - Present
Danfoss Power Solutions 2002 - October 2014
Principal Financial Group 2001 - 2002
Sauer-Danfoss 2000 - 2001
Brenton Bank 1998 - 2000
Compressor Controls Corporation 1991 - 1998
IBP INC 1990 - 1991
IBP INC 1988 - 1990
IBP INC 1987 - 1988
Skills
Accounting, Cost Accounting, Product Costing, Microsoft Office, SAP FICO, SAP Implementation, Budgeting, Variance Analysis, General Ledger, Account Reconciliation, Journal Entries, Finance, SAP, Forecasting, Financial Reporting, Management
Education
The University of South Dakota 1982 — 1986
Bachelor's Degree, Accounting
Andrew Widman's Principal Financial Group Experience February 2015 - Present
Job Associate Managing Director, Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group February 2015 - Present
The Prudential Insurance Company of America, Newark, NJ July 2012 - January 2015
Cornerstone Financial Group July 2009 - July 2012
HighPointe Financial Group December 2005 - July 2009
Fantasy Poker Leauge July 2004 - July 2006
Verizon Wireless October 2003 - September 2004
Education
The University of Kansas 1995 — 1999
Business
Principal Financial Group February 2015 - Present
The Prudential Insurance Company of America, Newark, NJ July 2012 - January 2015
Cornerstone Financial Group July 2009 - July 2012
HighPointe Financial Group December 2005 - July 2009
Fantasy Poker Leauge July 2004 - July 2006
Verizon Wireless October 2003 - September 2004
Education
The University of Kansas 1995 — 1999
Business
Katina Brewer Katina Brewer's Principal Financial Group Experience August 2010 - October 2011
Job Insurance and Financial Specialist
Industry Insurance
Experience
McCarron Insurance Group March 2014 - Present
State Farm Insurance October 2011 - February 2014
Principal Financial Group August 2010 - October 2011
State Farm Insurance and Financial Services August 1997 - August 2010
Poser Business Forms 1990 - 1995
Skills
Long-term Care, Insurance, Disability Insurance, Fixed Annuities, Strategic Financial..., 401k, Retirement Planning, Retirement, Life Insurance, Term Life Insurance, Investments, Employee Benefits, IRAs, Finance, Long Term Care Insurance, Health Insurance, Financial Services, Series 6, Estate Planning, 401k Rollovers, Buy-sell Agreements, Homeowners, Mutual Funds, Underwriting, Property & Casualty..., General Insurance, Securities, Commercial Insurance, Investment Advisory, Small Business, Universal Life, Umbrella Insurance
Education
The University of Southern Mississippi 1982 — 1985
The University of Southern Mississippi
McCarron Insurance Group March 2014 - Present
State Farm Insurance October 2011 - February 2014
Principal Financial Group August 2010 - October 2011
State Farm Insurance and Financial Services August 1997 - August 2010
Poser Business Forms 1990 - 1995
Skills
Long-term Care, Insurance, Disability Insurance, Fixed Annuities, Strategic Financial..., 401k, Retirement Planning, Retirement, Life Insurance, Term Life Insurance, Investments, Employee Benefits, IRAs, Finance, Long Term Care Insurance, Health Insurance, Financial Services, Series 6, Estate Planning, 401k Rollovers, Buy-sell Agreements, Homeowners, Mutual Funds, Underwriting, Property & Casualty..., General Insurance, Securities, Commercial Insurance, Investment Advisory, Small Business, Universal Life, Umbrella Insurance
Education
The University of Southern Mississippi 1982 — 1985
The University of Southern Mississippi
Eric Fugleberg Eric Fugleberg's Principal Financial Group Experience September 2013 - Present
Job Princor Registered Representative/Financial Advisor at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group September 2013 - Present
Ecolab January 2013 - July 2013
Eide Bailly LLP January 2011 - December 2012
Skills
401k, 403 b, Asset Allocation, College Funding..., Disability Insurance, Fixed Annuities, IRAs, Series 7, Term Life Insurance, Variable Annuities, Whole Life, Wealth Accumulation
Education
The University of North Dakota 2010 — 2010
Bachelor of Accountancy
The University of North Dakota 2004 — 2008
B.B.A, Managerial Finance and Corporate Accounting
JHS
Principal Financial Group September 2013 - Present
Ecolab January 2013 - July 2013
Eide Bailly LLP January 2011 - December 2012
Skills
401k, 403 b, Asset Allocation, College Funding..., Disability Insurance, Fixed Annuities, IRAs, Series 7, Term Life Insurance, Variable Annuities, Whole Life, Wealth Accumulation
Education
The University of North Dakota 2010 — 2010
Bachelor of Accountancy
The University of North Dakota 2004 — 2008
B.B.A, Managerial Finance and Corporate Accounting
JHS
Angie (Hansen) White's Principal Financial Group Experience February 2003 - May 2008
Job Account Manager, Specialty Markets at BCBSNC
Industry Insurance
Experience
BCBSNC January 2010 - Present
Hill, Chesson, & Woody May 2008 - November 2009
Principal Financial Group February 2003 - May 2008
Purina Mills, LLC (Land O'Lakes, Inc) January 1998 - January 2003
Skills
Insurance, Employee Benefits, Health Savings Accounts, Cost Benefit, Disability Insurance, Health Insurance, Risk Management, Underwriting, Account Management, Analysis, Finance, Life Insurance, General Insurance, Liability, Group Insurance, Training, Claim, Leadership, Sales, Brokers, Management, Term Life Insurance, Strategy, Strategic Planning, Team Building, Marketing
Education
The University of South Dakota 1993 — 1997
BS, Business Administration w/Marketing Emphasis
Washington High School 1990 — 1993
Gateway
BCBSNC January 2010 - Present
Hill, Chesson, & Woody May 2008 - November 2009
Principal Financial Group February 2003 - May 2008
Purina Mills, LLC (Land O'Lakes, Inc) January 1998 - January 2003
Skills
Insurance, Employee Benefits, Health Savings Accounts, Cost Benefit, Disability Insurance, Health Insurance, Risk Management, Underwriting, Account Management, Analysis, Finance, Life Insurance, General Insurance, Liability, Group Insurance, Training, Claim, Leadership, Sales, Brokers, Management, Term Life Insurance, Strategy, Strategic Planning, Team Building, Marketing
Education
The University of South Dakota 1993 — 1997
BS, Business Administration w/Marketing Emphasis
Washington High School 1990 — 1993
Gateway
Cynthia Rivas Cynthia Rivas's Principal Financial Group Experience January 2012 - Present
Job Principal Financial Group Advisor
Industry Financial Services
Experience
NAIFA - El Paso July 2015 - Present
Principal Financial Group January 2012 - Present
Mountain Star Federal Credit May 1987 - Present
Securian Financial Services, Inc October 1998 - January 2012
Skills
Mutual Funds, Wealth Management, Series 63, Investment Advisory, IRAs, Retirement, Strategic Financial..., 401k, Securities, Estate Planning, Retirement Planning, Disability Insurance, 401k Rollovers, Saving for Education, Long-term Care, Series 65, Asset Allocation, Financial Planning, Financial Goals, Insurance, Finance
Education
The University of Texas at El Paso 1990 — 1996
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Irvin High School 1974 — 1977
NAIFA - El Paso July 2015 - Present
Principal Financial Group January 2012 - Present
Mountain Star Federal Credit May 1987 - Present
Securian Financial Services, Inc October 1998 - January 2012
Skills
Mutual Funds, Wealth Management, Series 63, Investment Advisory, IRAs, Retirement, Strategic Financial..., 401k, Securities, Estate Planning, Retirement Planning, Disability Insurance, 401k Rollovers, Saving for Education, Long-term Care, Series 65, Asset Allocation, Financial Planning, Financial Goals, Insurance, Finance
Education
The University of Texas at El Paso 1990 — 1996
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Irvin High School 1974 — 1977
Jaclyn Strube Jaclyn Strube's Principal Financial Group Experience March 2013 - Present
Job Business Operations Analyst at Principal Financial Group
Industry Financial Services
Experience
MajoReason October 2014 - Present
Principal Financial Group March 2013 - Present
Principal Financial Group July 2008 - March 2013
Rick Mosley Hair June 2004 - July 2008
The Volante January 2007 - June 2007
Skills
Disability Insurance, Employee Benefits, Sales, Life Insurance, Social Media
Education
The University of South Dakota 2003 — 2008
Bachelor of Science (B.S.), Contemporary Media and Journalism
MajoReason October 2014 - Present
Principal Financial Group March 2013 - Present
Principal Financial Group July 2008 - March 2013
Rick Mosley Hair June 2004 - July 2008
The Volante January 2007 - June 2007
Skills
Disability Insurance, Employee Benefits, Sales, Life Insurance, Social Media
Education
The University of South Dakota 2003 — 2008
Bachelor of Science (B.S.), Contemporary Media and Journalism
Erin Reynolds Erin Reynolds's Principal Financial Group Experience November 2014 - Present
Job Internal Sales Specialist, Specialty Benefits Division, Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group November 2014 - Present
Goldman Sachs March 2012 - January 2015
Archon Group March 2009 - June 2012
Archon Group 2008 - March 2009
Avelo Mortgage October 2005 - August 2008
Foster & Sear LLP August 2005 - October 2005
Sweet Leaf Tea June 2004 - August 2004
Skills
Scheduling, Real Estate, Loans, Analysis, Microsoft Office, Excel, PowerPoint, Problem Solving, Process Improvement, Public Speaking, Documentation, Microsoft Excel, Strategic Planning, Banking, Management, Accounting, Team Management, Portfolio Management, Risk Management, Investments, Financial Modeling, Account Reconciliation
Education
The University of Texas at Austin 2001 — 2005
B.S., B.A., Corporate Communications/Human Relations, Spanish, Business Foundations
Principal Financial Group November 2014 - Present
Goldman Sachs March 2012 - January 2015
Archon Group March 2009 - June 2012
Archon Group 2008 - March 2009
Avelo Mortgage October 2005 - August 2008
Foster & Sear LLP August 2005 - October 2005
Sweet Leaf Tea June 2004 - August 2004
Skills
Scheduling, Real Estate, Loans, Analysis, Microsoft Office, Excel, PowerPoint, Problem Solving, Process Improvement, Public Speaking, Documentation, Microsoft Excel, Strategic Planning, Banking, Management, Accounting, Team Management, Portfolio Management, Risk Management, Investments, Financial Modeling, Account Reconciliation
Education
The University of Texas at Austin 2001 — 2005
B.S., B.A., Corporate Communications/Human Relations, Spanish, Business Foundations
CC Cooper CC Cooper's Principal Financial Group Experience 1987 - 1993
Job Speaker. Educator. Mortgage Professional. NMLS #230742 at Bank SNB
Industry Education Management
Experience
Caveo Learning January 2015 - July 2015
Cornerstone Home Lending, Inc. May 2010 - July 2014
Primus Services Group LLC November 2009 - May 2010
Presidential Mortgage Company February 2007 - October 2009
PrimeLending October 2005 - January 2007
Fannie Mae March 1999 - May 2005
ARGO January 1997 - March 1999
Principal Financial Group 1987 - 1993
Skills
Mortgage Lending, Training, Management, Loans, Credit, Mortgage Banking, FHA, Real Estate Economics, Strategic Planning, Sales Management, Real Estate, Team Leadership, Strategy, Customer Service, Finance, Residential Mortgages, Loan Origination, Leadership
Education
The University of Texas at Austin
BS, Education
Caveo Learning January 2015 - July 2015
Cornerstone Home Lending, Inc. May 2010 - July 2014
Primus Services Group LLC November 2009 - May 2010
Presidential Mortgage Company February 2007 - October 2009
PrimeLending October 2005 - January 2007
Fannie Mae March 1999 - May 2005
ARGO January 1997 - March 1999
Principal Financial Group 1987 - 1993
Skills
Mortgage Lending, Training, Management, Loans, Credit, Mortgage Banking, FHA, Real Estate Economics, Strategic Planning, Sales Management, Real Estate, Team Leadership, Strategy, Customer Service, Finance, Residential Mortgages, Loan Origination, Leadership
Education
The University of Texas at Austin
BS, Education
Holly Grames Holly Grames's Principal Financial Group Experience October 1994 - August 1998
Job Business Administrator at Richton School District
Industry Accounting
Experience
Richton School District April 2014 - Present
Willmut Gas (Sempra Energy) February 2013 - April 2014
Pioneer Health Service September 2011 - January 2013
Self employed January 2009 - April 2011
Principal Financial Group October 1994 - August 1998
Skills
Accounting, Financial Analysis, Auditing, Financial Accounting, Tax, Income Tax, Accounts Payable
Education
The University of Southern Mississippi 2008 — 2011
Master's in Accountancy, Accounting
The University of Southern Mississippi
Bachelor of Science, Accounting
Richton School District April 2014 - Present
Willmut Gas (Sempra Energy) February 2013 - April 2014
Pioneer Health Service September 2011 - January 2013
Self employed January 2009 - April 2011
Principal Financial Group October 1994 - August 1998
Skills
Accounting, Financial Analysis, Auditing, Financial Accounting, Tax, Income Tax, Accounts Payable
Education
The University of Southern Mississippi 2008 — 2011
Master's in Accountancy, Accounting
The University of Southern Mississippi
Bachelor of Science, Accounting
Brad Untiedt Brad Untiedt's Principal Financial Group Experience March 2007 - March 2015
Job Austin Financial Partners
Industry Financial Services
Experience
Austin Financial Partners April 2015 - Present
Principal Financial Group March 2007 - March 2015
Principal Financial Group December 2004 - March 2007
Principal Financial Group 2003 - 2004
Principal Financial Group 2002 - 2003
Skills
Retirement Planning, 401k, Employee Benefits, Investments, Financial Analysis, Benefits Design, Public Speaking, Non-Qualified Deferred..., Sales Presentations, ERISA, Defined Benefit, Pensions, IRAs, CRM, 403 b, Asset Allocation, Project Management, E-Learning, Fixed Annuities, Retirement, Defined Contribution, Compensation & Benefit, Training, Mutual Funds, Series 7
Education
The University of Texas at Austin - The Red McCombs School of Business 2010 — 2012
Master of Business Administration (MBA)
University of Notre Dame 1998 — 2002
Bachelor of Business Administration
Austin Financial Partners April 2015 - Present
Principal Financial Group March 2007 - March 2015
Principal Financial Group December 2004 - March 2007
Principal Financial Group 2003 - 2004
Principal Financial Group 2002 - 2003
Skills
Retirement Planning, 401k, Employee Benefits, Investments, Financial Analysis, Benefits Design, Public Speaking, Non-Qualified Deferred..., Sales Presentations, ERISA, Defined Benefit, Pensions, IRAs, CRM, 403 b, Asset Allocation, Project Management, E-Learning, Fixed Annuities, Retirement, Defined Contribution, Compensation & Benefit, Training, Mutual Funds, Series 7
Education
The University of Texas at Austin - The Red McCombs School of Business 2010 — 2012
Master of Business Administration (MBA)
University of Notre Dame 1998 — 2002
Bachelor of Business Administration
Dana Dose Dana Dose's Principal Financial Group Experience 2004 - 2008
Job Dietitian, Personal Trainer, Health & Wellness Coach
Industry Health, Wellness and Fitness
Experience
Sierra Mountain Wellness January 2014 - Present
Jazzercise Inc. December 2004 - Present
Take Care Health Systems June 2011 - November 2014
Active Life 2010 - 2011
Gold's Gym 2008 - 2009
Principal Financial Group 2004 - 2008
Skills
Wellness, Health Promotion, Nutritional Counseling, Personal Training, Wellness Coaching, Cpr Certified, Weight Management, Employee Wellness, Dietetics, Disease Management, Fitness Training, Nutrition
Education
The University of Texas at Austin 2007 — 2009
Program Completion, Coordinated Program in Dietetics
University of Vermont 1999 — 2003
Bachelor of Science, Family & Consumer Sciences Education (Nutrition & Exercise focus)
Sierra Mountain Wellness January 2014 - Present
Jazzercise Inc. December 2004 - Present
Take Care Health Systems June 2011 - November 2014
Active Life 2010 - 2011
Gold's Gym 2008 - 2009
Principal Financial Group 2004 - 2008
Skills
Wellness, Health Promotion, Nutritional Counseling, Personal Training, Wellness Coaching, Cpr Certified, Weight Management, Employee Wellness, Dietetics, Disease Management, Fitness Training, Nutrition
Education
The University of Texas at Austin 2007 — 2009
Program Completion, Coordinated Program in Dietetics
University of Vermont 1999 — 2003
Bachelor of Science, Family & Consumer Sciences Education (Nutrition & Exercise focus)
Julia Findley Julia Findley's Principal Financial Group Experience September 2012 - September 2014
Job Account Manager at Don Brown Associates
Industry Computer Software
Experience
Don Brown Associates September 2014 - Present
Principal Financial Group September 2012 - September 2014
d-Wise Technologies January 2011 - August 2012
d-Wise Technologies January 2008 - January 2011
Tavola Rossa January 2007 - January 2008
Bullard Restaurants Inc January 2006 - January 2007
NOFO Café/Glenwood Grill January 2004 - January 2006
Skills
Accounts Payable, Accounts Receivable, Account Management, Bookkeeping, Payroll, Management, Event Planning, Bank Reconciliation, Office Management, Microsoft Office, Mac OS X, QuickBooks, Mas 90, MYOB, Human Resources, Forecasting
Education
University of North Carolina at Greensboro 1994 — 1998
Bachelor of Arts, English
The University of Georgia
Master of Education (MEd), Social Sciences
Don Brown Associates September 2014 - Present
Principal Financial Group September 2012 - September 2014
d-Wise Technologies January 2011 - August 2012
d-Wise Technologies January 2008 - January 2011
Tavola Rossa January 2007 - January 2008
Bullard Restaurants Inc January 2006 - January 2007
NOFO Café/Glenwood Grill January 2004 - January 2006
Skills
Accounts Payable, Accounts Receivable, Account Management, Bookkeeping, Payroll, Management, Event Planning, Bank Reconciliation, Office Management, Microsoft Office, Mac OS X, QuickBooks, Mas 90, MYOB, Human Resources, Forecasting
Education
University of North Carolina at Greensboro 1994 — 1998
Bachelor of Arts, English
The University of Georgia
Master of Education (MEd), Social Sciences
Craig J. Burness Craig J. Burness's Principal Financial Group Experience October 2011 - May 2012
Job Territory Sales Manager
Industry Mechanical or Industrial Engineering
Experience
Principal Financial Group October 2011 - May 2012
U.S. Trust / Bank of America November 2007 - July 2009
Federated Investors, Inc. August 2002 - August 2006
LPL Financial May 1998 - June 2002
Hudson Pump January 1990 - January 1991
Estabrook Corporation January 1987 - January 1990
Goulds Pumps January 1984 - January 1987
Electric Melting Services January 1982 - January 1984
Skills
Mutual Funds, Sales, Investments, Wealth Management, Negotiation, Portfolio Management, Manufacturing, Budgets, Contract Negotiation, Process Improvement, Customer Service, Team Building, Project Management, Retirement Planning, Sales Management, Asset Managment, Insurance, Retirement, New Business Development, Microsoft Office, Series 7, Strategic Planning
Education
The University of Akron 1978 — 1982
Bachelors, Mechanical Engineering Technology
Principal Financial Group October 2011 - May 2012
U.S. Trust / Bank of America November 2007 - July 2009
Federated Investors, Inc. August 2002 - August 2006
LPL Financial May 1998 - June 2002
Hudson Pump January 1990 - January 1991
Estabrook Corporation January 1987 - January 1990
Goulds Pumps January 1984 - January 1987
Electric Melting Services January 1982 - January 1984
Skills
Mutual Funds, Sales, Investments, Wealth Management, Negotiation, Portfolio Management, Manufacturing, Budgets, Contract Negotiation, Process Improvement, Customer Service, Team Building, Project Management, Retirement Planning, Sales Management, Asset Managment, Insurance, Retirement, New Business Development, Microsoft Office, Series 7, Strategic Planning
Education
The University of Akron 1978 — 1982
Bachelors, Mechanical Engineering Technology
David Haber Jr. David Haber Jr.'s Principal Financial Group Experience April 2002 - July 2003
Job Managing Director & CIO , Pacific & Atlantic Management Company
Industry Investment Management
Experience
Pacific & Atlantic Management Company October 2008 - Present
Qatar Foundation January 2007 - February 2008
Heritage OneAmerica 2006 - 2007
JPMorgan Chase 2003 - 2005
Principal Financial Group April 2002 - July 2003
Bank Al Jazira 1998 - 2000
Citi September 1996 - September 1998
Janney Montgomery Scott September 1994 - May 1996
Prudential-Bache International August 1993 - October 1994
American Express 1986 - July 1993
Skills
Asset Management, Risk, Private Equity, Hedge Funds, Mergers, Strategic Planning, Investments, Financial Modeling, Alternative Investments, Due Diligence, Emerging Markets, Investment Advisory, Restructuring, Valuation, Portfolio Management, Investment Strategies, Divestitures, Start-ups, Joint Ventures, Business Strategy, Commodities, Asset Allocation, Management Consulting, Strategy Development, Compliance, Asset Managment, Financial Risk, International Joint..., Mergers & Acquisitions, Strategy, Executive Management, Financial Structuring, Investment Banking, Venture Capital, Banking, Governance, Risk Management, Capital Markets, Financial Services, Equities, Management, Corporate Finance, Strategic Financial..., Financial Analysis, Fixed Income, Finance, Investment Management, Leadership, Business Planning, Financial Markets
Education
Purdue University -BS-Krannert School of Management
BS, Management
Purdue University School of Humanities BA
BA, Spanish
Thunderbird School of Global Management
MBA, International Finance & Banking
Pacific & Atlantic Management Company October 2008 - Present
Qatar Foundation January 2007 - February 2008
Heritage OneAmerica 2006 - 2007
JPMorgan Chase 2003 - 2005
Principal Financial Group April 2002 - July 2003
Bank Al Jazira 1998 - 2000
Citi September 1996 - September 1998
Janney Montgomery Scott September 1994 - May 1996
Prudential-Bache International August 1993 - October 1994
American Express 1986 - July 1993
Skills
Asset Management, Risk, Private Equity, Hedge Funds, Mergers, Strategic Planning, Investments, Financial Modeling, Alternative Investments, Due Diligence, Emerging Markets, Investment Advisory, Restructuring, Valuation, Portfolio Management, Investment Strategies, Divestitures, Start-ups, Joint Ventures, Business Strategy, Commodities, Asset Allocation, Management Consulting, Strategy Development, Compliance, Asset Managment, Financial Risk, International Joint..., Mergers & Acquisitions, Strategy, Executive Management, Financial Structuring, Investment Banking, Venture Capital, Banking, Governance, Risk Management, Capital Markets, Financial Services, Equities, Management, Corporate Finance, Strategic Financial..., Financial Analysis, Fixed Income, Finance, Investment Management, Leadership, Business Planning, Financial Markets
Education
Purdue University -BS-Krannert School of Management
BS, Management
Purdue University School of Humanities BA
BA, Spanish
Thunderbird School of Global Management
MBA, International Finance & Banking
Bob Remmes Bob Remmes's Principal Financial Group Experience April 1993 - April 1997
Job Director, Global Services at Varicent Software, An IBM Company
Industry Information Technology and Services
Experience
Varicent Software, An IBM Company July 2012 - Present
Varicent Software February 2010 - July 2012
Varicent Software June 2009 - February 2010
SLR Solutions, LLC January 2005 - June 2009
Callidus Software November 2006 - November 2008
ING October 1998 - December 2004
Johnson & Higgins / KVI April 1997 - October 1998
Principal Financial Group April 1993 - April 1997
Motors Insurance Corporation May 1987 - April 1993
Electronic Data Systems July 1986 - April 1987
Skills
Management Consulting, Process Engineering, Change Management, Outsourcing, Enterprise Software, Client Relationship..., Client Engagement, Professional Services, Software Project..., Business Process..., CRM, ERP, Business Intelligence, Strategy, Program Management, Customer Engagement, Start-ups, Management, Leadership, Business Development, Contract Negotiation, Project Management, Software Development, Business Analysis, Project Delivery, Telecommunications, SaaS, Security, Business Process..., Integration, Process Improvement, Business Process, SDLC, Vendor Management, Consulting, Requirements Analysis, Cloud Computing, Software Implementation, Resource Management, PMP, IT Management, Pre-sales, IT Strategy, Requirements Gathering, Managed Services, Project Portfolio..., Cross-functional Team..., Product Management, Solution Architecture, Analytics
Education
University of Detroit 1989 — 1992
MBA
University of South Dakota 1982 — 1986
BS
Varicent Software, An IBM Company July 2012 - Present
Varicent Software February 2010 - July 2012
Varicent Software June 2009 - February 2010
SLR Solutions, LLC January 2005 - June 2009
Callidus Software November 2006 - November 2008
ING October 1998 - December 2004
Johnson & Higgins / KVI April 1997 - October 1998
Principal Financial Group April 1993 - April 1997
Motors Insurance Corporation May 1987 - April 1993
Electronic Data Systems July 1986 - April 1987
Skills
Management Consulting, Process Engineering, Change Management, Outsourcing, Enterprise Software, Client Relationship..., Client Engagement, Professional Services, Software Project..., Business Process..., CRM, ERP, Business Intelligence, Strategy, Program Management, Customer Engagement, Start-ups, Management, Leadership, Business Development, Contract Negotiation, Project Management, Software Development, Business Analysis, Project Delivery, Telecommunications, SaaS, Security, Business Process..., Integration, Process Improvement, Business Process, SDLC, Vendor Management, Consulting, Requirements Analysis, Cloud Computing, Software Implementation, Resource Management, PMP, IT Management, Pre-sales, IT Strategy, Requirements Gathering, Managed Services, Project Portfolio..., Cross-functional Team..., Product Management, Solution Architecture, Analytics
Education
University of Detroit 1989 — 1992
MBA
University of South Dakota 1982 — 1986
BS
Jason Trujillo Jason Trujillo's Principal Financial Group Experience December 2010 - Present
Job Financial Services Representative, Prinor Registered Repersentative, Investment Advisor Representative
Industry Financial Services
Experience
Principal Financial Group December 2010 - Present
Arizona Small Business Association - ASBA November 2014 - Present
Target June 2001 - September 2007
Gingiss Formalwear February 1997 - May 2000
Skills
401k, Retirement Planning, Insurance, Fixed Annuities, Variable Annuities, Business continuation..., Business Overhead..., Buy-sell reviews, Charitable Gift Planning, College Funding..., deferred compensation..., executive benefits..., financial needs analysis, Income Protection, informal business..., Roth IRA, Traditional IRA, Key Person Insurance, Mutual Funds, Universal Life, Tax-Deferred Savings
Education
The University of New Mexico 1998 — 2001
Production Operations and Marketing
Principal Financial Group December 2010 - Present
Arizona Small Business Association - ASBA November 2014 - Present
Target June 2001 - September 2007
Gingiss Formalwear February 1997 - May 2000
Skills
401k, Retirement Planning, Insurance, Fixed Annuities, Variable Annuities, Business continuation..., Business Overhead..., Buy-sell reviews, Charitable Gift Planning, College Funding..., deferred compensation..., executive benefits..., financial needs analysis, Income Protection, informal business..., Roth IRA, Traditional IRA, Key Person Insurance, Mutual Funds, Universal Life, Tax-Deferred Savings
Education
The University of New Mexico 1998 — 2001
Production Operations and Marketing
Ruth Borealo Ruth Borealo's Principal Financial Group Experience May 1998 - July 2004
Job Substitute Teacher at Carroll County Public Schools
Industry Banking
Experience
Carroll County Public Schools November 2014 - Present
Wells Fargo Home Mortgage 2012 - 2013
Wells Fargo July 2004 - June 2010
Principal Financial Group May 1998 - July 2004
US Army 165th Miltary Intelligence Battalion June 1983 - February 1992
Skills
Maryland Licensed..., Analysis, Training, Loans, Mortgage Lending, Finance, Internal Audit, Time Management, Security, Military, Databases, Securities
Education
Towson University 1994 — 1996
Bachelor of Science (BS), English Language and Literature, General
Carroll County Public Schools November 2014 - Present
Wells Fargo Home Mortgage 2012 - 2013
Wells Fargo July 2004 - June 2010
Principal Financial Group May 1998 - July 2004
US Army 165th Miltary Intelligence Battalion June 1983 - February 1992
Skills
Maryland Licensed..., Analysis, Training, Loans, Mortgage Lending, Finance, Internal Audit, Time Management, Security, Military, Databases, Securities
Education
Towson University 1994 — 1996
Bachelor of Science (BS), English Language and Literature, General
Bryan Holen Bryan Holen's Principal Financial Group Experience August 2000 - Present
Job Financial Representative at Principal Financial Group
Industry Financial Services
Experience
Plat1num One Investment and Insurance Group July 2015 - Present
Principal Financial Group August 2000 - Present
Bristol-Myers Squibb 1987 - 1999
Mead Johnson Nutritionals 1987 - 1995
Skills
Fixed Annuities, Retirement Planning, Disability Insurance, Retirement, Insurance, Life Insurance, Employee Benefits, Term Life Insurance, Financial Planning, IRAs, 401k, Insurance Regulatory, Professional..., Long-term Care, Estate Planning, Mutual Funds, Strategic Financial...
Education
University of Nebraska- Lincoln 1976 — 1987
B.S., Agriculture
University of Nebraska-Lincoln 1977 — 1980
Associate’s Degree, Registered Nursing/Registered Nurse
University of Nebraska Medical Center 1977 — 1979
Associate’s Degree, Registered Nursing/Registered Nurse
Trinity International University 1976 — 1977
Plat1num One Investment and Insurance Group July 2015 - Present
Principal Financial Group August 2000 - Present
Bristol-Myers Squibb 1987 - 1999
Mead Johnson Nutritionals 1987 - 1995
Skills
Fixed Annuities, Retirement Planning, Disability Insurance, Retirement, Insurance, Life Insurance, Employee Benefits, Term Life Insurance, Financial Planning, IRAs, 401k, Insurance Regulatory, Professional..., Long-term Care, Estate Planning, Mutual Funds, Strategic Financial...
Education
University of Nebraska- Lincoln 1976 — 1987
B.S., Agriculture
University of Nebraska-Lincoln 1977 — 1980
Associate’s Degree, Registered Nursing/Registered Nurse
University of Nebraska Medical Center 1977 — 1979
Associate’s Degree, Registered Nursing/Registered Nurse
Trinity International University 1976 — 1977
Reed Thomas Reed Thomas's Principal Financial Group Experience June 1997 - July 1997
Job Manager Application Engineering and Information Management
Industry Management Consulting
Experience
Waste Management September 2011 - September 2014
Memorial Hermann Healthcare System August 2009 - May 2011
Cerner September 2006 - August 2009
Cerner July 2004 - September 2006
Cerner July 2003 - July 2004
Cerner July 2001 - July 2003
Texas Industrial Peripherals May 1998 - August 1998
Principal Financial Group June 1997 - July 1997
Goodyear Tire & Rubber Company May 1995 - August 1995
Skills
Management, Analytics, Business Process..., Business Intelligence, IT Strategy, Vendor Management, Offshore Resource..., Project Management, Team Building, Risk Management, Leadership, Resource Development, Business Strategy, Process Improvement, Integration, Negotiation, Consulting, Training, Business Process, Resource Management, Business Analysis, Enterprise Software, Data Warehousing, Cross-functional Team..., Software Project..., SDLC, Software Implementation, Coaching, Quantitative Analytics, Contingency Planning, Leadership Development, Program Management, Software Documentation, Requirements Gathering, Requirements Analysis, Analysis, Change Management, Strategy, Enterprise Architecture
Education
University of California, Berkeley - Walter A. Haas School of Business 2006 — 2009
MBA, Business Administration and Management, General
The University of Texas at Austin 1994 — 1999
BBA Marketing, MIS Minor
The University of Texas at Austin - Red McCombs School of Business 1994 — 1999
BBA Marketing, MIS Minor
Waste Management September 2011 - September 2014
Memorial Hermann Healthcare System August 2009 - May 2011
Cerner September 2006 - August 2009
Cerner July 2004 - September 2006
Cerner July 2003 - July 2004
Cerner July 2001 - July 2003
Texas Industrial Peripherals May 1998 - August 1998
Principal Financial Group June 1997 - July 1997
Goodyear Tire & Rubber Company May 1995 - August 1995
Skills
Management, Analytics, Business Process..., Business Intelligence, IT Strategy, Vendor Management, Offshore Resource..., Project Management, Team Building, Risk Management, Leadership, Resource Development, Business Strategy, Process Improvement, Integration, Negotiation, Consulting, Training, Business Process, Resource Management, Business Analysis, Enterprise Software, Data Warehousing, Cross-functional Team..., Software Project..., SDLC, Software Implementation, Coaching, Quantitative Analytics, Contingency Planning, Leadership Development, Program Management, Software Documentation, Requirements Gathering, Requirements Analysis, Analysis, Change Management, Strategy, Enterprise Architecture
Education
University of California, Berkeley - Walter A. Haas School of Business 2006 — 2009
MBA, Business Administration and Management, General
The University of Texas at Austin 1994 — 1999
BBA Marketing, MIS Minor
The University of Texas at Austin - Red McCombs School of Business 1994 — 1999
BBA Marketing, MIS Minor
Angela Read, CLU, FALU, FLMI Angela Read, CLU, FALU, FLMI's Principal Financial Group Experience 1993 - 1994
Job Underwriting Consultant at Legal & General America
Industry Insurance
Experience
Legal & General America 2005 - Present
Benefit Partners, LLC 2003 - 2005
Genworth Financial 2000 - 2003
Phoenix Life Insurance Company 1996 - 2000
Seabury & Smith 1994 - 1996
Principal Financial Group 1993 - 1994
The Phillips Group 1992 - 1993
Skills
Underwriting, Insurance, Life Insurance, Term Life Insurance, Reinsurance, Employee Benefits, Health Insurance, Brokers, Disability Insurance, Universal Life
Education
The University of Georgia 1987 — 1992
BA, Speech & Communications
Legal & General America 2005 - Present
Benefit Partners, LLC 2003 - 2005
Genworth Financial 2000 - 2003
Phoenix Life Insurance Company 1996 - 2000
Seabury & Smith 1994 - 1996
Principal Financial Group 1993 - 1994
The Phillips Group 1992 - 1993
Skills
Underwriting, Insurance, Life Insurance, Term Life Insurance, Reinsurance, Employee Benefits, Health Insurance, Brokers, Disability Insurance, Universal Life
Education
The University of Georgia 1987 — 1992
BA, Speech & Communications
Paul Boothe Paul Boothe's Principal Financial Group Experience January 2000 - January 2001
Job Director Global Transportation Provider Development at Ryder System, Inc.
Industry Logistics and Supply Chain
Experience
Ryder System, Inc. June 2014 - Present
Ryder Integrated Logistics July 2011 - June 2014
PepsiCo January 2011 - July 2011
Ryder Integrated Logistics November 2009 - January 2011
Ryder Integrated Logistics February 2005 - November 2009
TransUnion October 2003 - January 2005
TransUnion Settlement Solutions 2004 - 2005
Randstad January 2001 - September 2003
Principal Financial Group January 2000 - January 2001
Alamo Title Company 1994 - 2000
Skills
Transportation, Logistics, Transportation..., 3PL, Supply Chain, Supply Chain Management, Key Performance..., Process Improvement, Six Sigma, Business Development, Freight, LTL, Truckload, Business Strategy, Operations Management, Supply Chain..., Logistics Management, Contract Negotiation, Procurement, Shipping
Education
The University of Texas at Austin 1988 — 1992
BA, Government/ History
Castleberry High School 1984 — 1988
Ryder System, Inc. June 2014 - Present
Ryder Integrated Logistics July 2011 - June 2014
PepsiCo January 2011 - July 2011
Ryder Integrated Logistics November 2009 - January 2011
Ryder Integrated Logistics February 2005 - November 2009
TransUnion October 2003 - January 2005
TransUnion Settlement Solutions 2004 - 2005
Randstad January 2001 - September 2003
Principal Financial Group January 2000 - January 2001
Alamo Title Company 1994 - 2000
Skills
Transportation, Logistics, Transportation..., 3PL, Supply Chain, Supply Chain Management, Key Performance..., Process Improvement, Six Sigma, Business Development, Freight, LTL, Truckload, Business Strategy, Operations Management, Supply Chain..., Logistics Management, Contract Negotiation, Procurement, Shipping
Education
The University of Texas at Austin 1988 — 1992
BA, Government/ History
Castleberry High School 1984 — 1988
Blake Griffin's Principal Financial Group Experience October 2001 - September 2010
Job Operations Supervisor, at Cetera Financial Group
Industry Financial Services
Experience
Cetera Financial Group June 2014 - Present
MetLife December 2011 - June 2014
Principal Financial Group October 2001 - September 2010
Principal Financial Group March 1999 - October 2001
Principal Financial Group February 1997 - March 1999
Wells Fargo August 1993 - February 1997
Skills
Call Center, Performance Management, Leadership, Training, Call Centers, Customer Service, Leadership Development, Microsoft Excel, Insurance, Employee Benefits, Financial Services
Education
The University of Kansas
Bachelor’s Degree, Communication and Psycholgoy
Cetera Financial Group June 2014 - Present
MetLife December 2011 - June 2014
Principal Financial Group October 2001 - September 2010
Principal Financial Group March 1999 - October 2001
Principal Financial Group February 1997 - March 1999
Wells Fargo August 1993 - February 1997
Skills
Call Center, Performance Management, Leadership, Training, Call Centers, Customer Service, Leadership Development, Microsoft Excel, Insurance, Employee Benefits, Financial Services
Education
The University of Kansas
Bachelor’s Degree, Communication and Psycholgoy
Pamela Gillett QPFC, PPC's Principal Financial Group Experience February 2008 - June 2010
Job Regional Vice President, Retirement Plan Counselor at American Funds
Industry Financial Services
Experience
American Funds December 2013 - Present
The Standard June 2010 - November 2013
Principal Financial Group February 2008 - June 2010
MFS Investment Management April 1995 - February 2008
Guaranty Federal Bank January 1993 - April 1995
The 401(k) Company October 1991 - January 1993
Skills
401k, Retirement, Series 7, Plan Design, ERISA, Investments, Pensions, Compliance, Retirement Planning, Retirement Services, Defined Benefit, Profit Sharing, Series 66, series 26, Mutual Funds, Asset Allocation
Education
The University of Texas at El Paso 1986 — 1990
B.S., Biology
American Funds December 2013 - Present
The Standard June 2010 - November 2013
Principal Financial Group February 2008 - June 2010
MFS Investment Management April 1995 - February 2008
Guaranty Federal Bank January 1993 - April 1995
The 401(k) Company October 1991 - January 1993
Skills
401k, Retirement, Series 7, Plan Design, ERISA, Investments, Pensions, Compliance, Retirement Planning, Retirement Services, Defined Benefit, Profit Sharing, Series 66, series 26, Mutual Funds, Asset Allocation
Education
The University of Texas at El Paso 1986 — 1990
B.S., Biology
Brian Prasifka Brian Prasifka's Principal Financial Group Experience December 2008 - May 2013
Job Registered Representative at Rhodes Securites, Inc.
Industry Financial Services
Experience
Rhodes Securites, Inc. June 2013 - Present
Employer Compensation Solutions May 2002 - Present
Principal Financial Group December 2008 - May 2013
Actuaries & Associates May 2002 - May 2006
Standard Insurance Company 1999 - 2002
Great-West Life 1994 - 1997
Skills
Retirement Planning, Investments, Employee Benefits, Business Planning, Pensions, Fiduciary, Strategic Financial..., Securities, Finance, Qualified Retirement..., Retirement, Executive Pay, 401k, Financial Analysis, Leadership, Financial Planning, Financial Services, Training, Investment Management, Sales, Defined Contribution, Financial Reporting, Deferred Compensation, Payroll, Plan Design, Fiduciary Liability, Participant Education
Education
The University of Texas at Austin 1989 — 1994
Bachelor
Wimberley High School 1987 — 1989
Austin Westlake High School 1985 — 1987
Rhodes Securites, Inc. June 2013 - Present
Employer Compensation Solutions May 2002 - Present
Principal Financial Group December 2008 - May 2013
Actuaries & Associates May 2002 - May 2006
Standard Insurance Company 1999 - 2002
Great-West Life 1994 - 1997
Skills
Retirement Planning, Investments, Employee Benefits, Business Planning, Pensions, Fiduciary, Strategic Financial..., Securities, Finance, Qualified Retirement..., Retirement, Executive Pay, 401k, Financial Analysis, Leadership, Financial Planning, Financial Services, Training, Investment Management, Sales, Defined Contribution, Financial Reporting, Deferred Compensation, Payroll, Plan Design, Fiduciary Liability, Participant Education
Education
The University of Texas at Austin 1989 — 1994
Bachelor
Wimberley High School 1987 — 1989
Austin Westlake High School 1985 — 1987
Cait O'Brien Cait O'Brien's Principal Financial Group Experience June 2014 - Present
Job retirement specialist at Principal Financial Group
Industry Financial Services
Experience
Edward Jones January 2015 - Present
Principal Financial Group June 2014 - Present
Janus Capital Group June 2011 - April 2014
Jolie Studios September 2008 - July 2010
Shari Dixon, Inc April 2008 - September 2008
Wells Fargo CCG March 2006 - March 2007
Skills
Series 6, Series 63, Adobe Creative Suite, 10 Key, Phone Etiquette, Microsoft Office, Avaya Technologies, Customer Service, Long-term Customer...
Education
The University of Memphis 2007 — 2010
3 years completed, Art/Art Studies, General, 3.0
Abraham Lincoln High School 2002 — 2004
High School, 3.0
Edward Jones January 2015 - Present
Principal Financial Group June 2014 - Present
Janus Capital Group June 2011 - April 2014
Jolie Studios September 2008 - July 2010
Shari Dixon, Inc April 2008 - September 2008
Wells Fargo CCG March 2006 - March 2007
Skills
Series 6, Series 63, Adobe Creative Suite, 10 Key, Phone Etiquette, Microsoft Office, Avaya Technologies, Customer Service, Long-term Customer...
Education
The University of Memphis 2007 — 2010
3 years completed, Art/Art Studies, General, 3.0
Abraham Lincoln High School 2002 — 2004
High School, 3.0
Gregg Lutz's Principal Financial Group Experience May 1998 - September 2002
Job Assistant Controller Reinsurance at Transamerica Life Insurance Company
Industry Financial Services
Experience
Center for Boundless Innovation in Technology January 2014 - Present
Transamerica Life Insurance Company March 2015 - Present
Genworth November 2014 - March 2015
Genworth Financial February 2011 - November 2014
Genworth Financial March 2008 - January 2011
Nationwide 2002 - 2008
Nationwide Investments 2002 - 2005
Principal Financial Group May 1998 - September 2002
Skills
Financial Planning, Capital Budgeting, Financial Management, Financial Reporting, Financial Audits, Financial Analysis, Statutory Accounting, US GAAP reporting, General Ledger, GAAP Standards, Strategic Financial..., Internal Audit, Managerial Finance, Analysis, Forecasting, Financial Risk, Risk Management, Financial Modeling, Credit Risk, Insurance, Fixed Income, Fixed Annuities, Economic Capital, Process Improvement, SAS, Microsoft SQL Server, Equities, ALM, Business Valuation, Finance
Education
The Ohio State University - The Max M. Fisher College of Business 2005 — 2007
MBA, Finance & Management
University of Northern Iowa 1995 — 1998
BA, Economics
St. Martha
Center for Boundless Innovation in Technology January 2014 - Present
Transamerica Life Insurance Company March 2015 - Present
Genworth November 2014 - March 2015
Genworth Financial February 2011 - November 2014
Genworth Financial March 2008 - January 2011
Nationwide 2002 - 2008
Nationwide Investments 2002 - 2005
Principal Financial Group May 1998 - September 2002
Skills
Financial Planning, Capital Budgeting, Financial Management, Financial Reporting, Financial Audits, Financial Analysis, Statutory Accounting, US GAAP reporting, General Ledger, GAAP Standards, Strategic Financial..., Internal Audit, Managerial Finance, Analysis, Forecasting, Financial Risk, Risk Management, Financial Modeling, Credit Risk, Insurance, Fixed Income, Fixed Annuities, Economic Capital, Process Improvement, SAS, Microsoft SQL Server, Equities, ALM, Business Valuation, Finance
Education
The Ohio State University - The Max M. Fisher College of Business 2005 — 2007
MBA, Finance & Management
University of Northern Iowa 1995 — 1998
BA, Economics
St. Martha
Jenny Zygmunt's Principal Financial Group Experience May 2007 - August 2010
Job Director of Strategic Initiatives at Avalara Telecom Unit
Industry Computer Software
Experience
Avalara - Telecom Unit February 2015 - Present
Great Plains Trust Company May 2013 - January 2015
ADP February 2011 - April 2013
Principal Financial Group May 2007 - August 2010
Paychex January 2005 - May 2007
Kansas City Star November 2002 - December 2004
Skills
Retirement, Investments, Human Resources, Marketing, Employee Benefits, Business Development, Sales, Retirement Planning, Series 7, Series 63
Education
The University of Kansas 1998 — 2002
BA, Business, Advertising; Marketing
Avalara - Telecom Unit February 2015 - Present
Great Plains Trust Company May 2013 - January 2015
ADP February 2011 - April 2013
Principal Financial Group May 2007 - August 2010
Paychex January 2005 - May 2007
Kansas City Star November 2002 - December 2004
Skills
Retirement, Investments, Human Resources, Marketing, Employee Benefits, Business Development, Sales, Retirement Planning, Series 7, Series 63
Education
The University of Kansas 1998 — 2002
BA, Business, Advertising; Marketing
Daniel Jenkins Daniel Jenkins's Principal Financial Group Experience April 2012 - July 2015
Job Regional Manager at Mutual of Omaha
Industry Financial Services
Experience
Mutual of Omaha August 2015 - Present
Principal Financial Group April 2012 - July 2015
Sun Life Financial July 2011 - April 2012
Lincoln Financial Group July 2006 - July 2011
CDW September 2005 - June 2006
Boeing June 2005 - August 2005
Skills
Insurance, Disability Insurance, Claim, Sales Operations, Employee Benefits, Customer Service, Financial Services, Sales, Brokers, Business Development, Management, Account Management, Dental Insurance, Leadership, Life Insurance, Sales Management, Strategy
Education
The University of Texas at Austin - Red McCombs School of Business 2002 — 2006
Bachelor of Business Administration, Finance
Mutual of Omaha August 2015 - Present
Principal Financial Group April 2012 - July 2015
Sun Life Financial July 2011 - April 2012
Lincoln Financial Group July 2006 - July 2011
CDW September 2005 - June 2006
Boeing June 2005 - August 2005
Skills
Insurance, Disability Insurance, Claim, Sales Operations, Employee Benefits, Customer Service, Financial Services, Sales, Brokers, Business Development, Management, Account Management, Dental Insurance, Leadership, Life Insurance, Sales Management, Strategy
Education
The University of Texas at Austin - Red McCombs School of Business 2002 — 2006
Bachelor of Business Administration, Finance
TJ Souder's Principal Financial Group Experience December 2012 - Present
Job Sr. Inside Sales/Team Lead at Principal Financial Group
Industry Insurance
Experience
Principal Financial Group December 2012 - Present
Aerotek Environmental, Engineering, & Construction Services August 2011 - December 2012
Aerotek E&E August 2010 - July 2011
Skills
Technical Recruiting, Account Management, Sales, Networking, Outside Sales
Education
Thomas More College 2006 — 2010
Bachelor of Arts (B.A.), Communication, Business Administration
Mason High School 2002 — 2006
Principal Financial Group December 2012 - Present
Aerotek Environmental, Engineering, & Construction Services August 2011 - December 2012
Aerotek E&E August 2010 - July 2011
Skills
Technical Recruiting, Account Management, Sales, Networking, Outside Sales
Education
Thomas More College 2006 — 2010
Bachelor of Arts (B.A.), Communication, Business Administration
Mason High School 2002 — 2006
Jason Zinsmeister's Principal Financial Group Experience 2012 - June 2014
Job Church Administrator at Daystar Church
Industry Religious Institutions
Experience
Principal Financial Group 2012 - June 2014
Investment Professionals, Inc. November 2008 - August 2012
Edward Jones October 2004 - November 2008
Skills
Retirement Planning, Financial Planning, Investments, Insurance, Wealth Management, Retirement, Annuities, IRA's, Estate Planning, Series 7, 401k, Long Term Care, Retirement Income..., Mutual Funds, Asset Management, Securities, Asset Allocation, Portfolio Management, Bonds, Fixed Income, Options, Risk Management, Public Speaking, Writing, Social Media Marketing, Marketing, Fixed Annuities
Education
Troy University 1991 — 1995
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Fairview Highschool 1987 — 1990
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Principal Financial Group 2012 - June 2014
Investment Professionals, Inc. November 2008 - August 2012
Edward Jones October 2004 - November 2008
Skills
Retirement Planning, Financial Planning, Investments, Insurance, Wealth Management, Retirement, Annuities, IRA's, Estate Planning, Series 7, 401k, Long Term Care, Retirement Income..., Mutual Funds, Asset Management, Securities, Asset Allocation, Portfolio Management, Bonds, Fixed Income, Options, Risk Management, Public Speaking, Writing, Social Media Marketing, Marketing, Fixed Annuities
Education
Troy University 1991 — 1995
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Fairview Highschool 1987 — 1990
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Nicole Starling's Principal Financial Group Experience July 2002 - June 2007
Job Brand Manager, P&G
Industry Consumer Goods
Experience
Procter & Gamble September 2014 - Present
Procter & Gamble September 2013 - August 2014
Procter & Gamble July 2011 - September 2013
Procter & Gamble August 2009 - August 2011
Principal Financial Group July 2002 - June 2007
Skills
Brand Management, Strategy, Forecasting, Marketing, Marketing Strategy, Management, Public Relations, Social Media, Customer Insight, Competitive Analysis, Cross-functional Team..., Marketing Research, Market Research, Market Analysis, Product Marketing, Product Development, Consumer Products, Brand Equity, Brand Architecture, Marketing Management, Shopper Marketing, Business Planning, Segmentation, FMCG
Education
The University of Texas at Austin - The Red McCombs School of Business 2007 — 2009
Master of Business Administration
University of Iowa - Henry B. Tippie College of Business 1998 — 2001
Bachelor of Business
Winterset High 1993 — 1997
Procter & Gamble September 2014 - Present
Procter & Gamble September 2013 - August 2014
Procter & Gamble July 2011 - September 2013
Procter & Gamble August 2009 - August 2011
Principal Financial Group July 2002 - June 2007
Skills
Brand Management, Strategy, Forecasting, Marketing, Marketing Strategy, Management, Public Relations, Social Media, Customer Insight, Competitive Analysis, Cross-functional Team..., Marketing Research, Market Research, Market Analysis, Product Marketing, Product Development, Consumer Products, Brand Equity, Brand Architecture, Marketing Management, Shopper Marketing, Business Planning, Segmentation, FMCG
Education
The University of Texas at Austin - The Red McCombs School of Business 2007 — 2009
Master of Business Administration
University of Iowa - Henry B. Tippie College of Business 1998 — 2001
Bachelor of Business
Winterset High 1993 — 1997
Leslie Heying Leslie Heying's Principal Financial Group Experience 2001 - 2005
Job Engaging Storyteller for Extraordinary Health Care, NonProfit Clients
Industry Writing and Editing
Experience
Hey Copywriting 2009 - Present
UnityPoint Health- St. Luke's 2005 - Present
Principal Financial Group 2001 - 2005
Anoka-Hennepin Public Schools 2000 - 2001
Skills
Copywriting, Healthcare, Marketing Communications, Editing, Fundraising, Press Releases, Public Relations, Public Speaking, Advertising, Social Media, Non-profits, Marketing Strategy, Newsletters, Illustrator, Blogging, Strategic Planning, Event Planning, Strategic Communications, Media Relations, Creative Writing, Online Marketing, Social Networking, Facebook, Event Management, Research, Marketing, Copy Editing, PowerPoint, InDesign, Corporate Branding, Journalism, SEO, Creative Direction, Social Media Marketing, Email Marketing, Microsoft Office, Adobe Creative Suite, Brand Development, Grant Writing, AP Style, Radio, Online Advertising, Direct Marketing, News Writing, Corporate Communications, Digital Media, Publicity, WordPress, Community Outreach, Direct Mail
Education
The University of South Dakota 1995 — 2000
BS, English Education, Mass Communication
Hey Copywriting 2009 - Present
UnityPoint Health- St. Luke's 2005 - Present
Principal Financial Group 2001 - 2005
Anoka-Hennepin Public Schools 2000 - 2001
Skills
Copywriting, Healthcare, Marketing Communications, Editing, Fundraising, Press Releases, Public Relations, Public Speaking, Advertising, Social Media, Non-profits, Marketing Strategy, Newsletters, Illustrator, Blogging, Strategic Planning, Event Planning, Strategic Communications, Media Relations, Creative Writing, Online Marketing, Social Networking, Facebook, Event Management, Research, Marketing, Copy Editing, PowerPoint, InDesign, Corporate Branding, Journalism, SEO, Creative Direction, Social Media Marketing, Email Marketing, Microsoft Office, Adobe Creative Suite, Brand Development, Grant Writing, AP Style, Radio, Online Advertising, Direct Marketing, News Writing, Corporate Communications, Digital Media, Publicity, WordPress, Community Outreach, Direct Mail
Education
The University of South Dakota 1995 — 2000
BS, English Education, Mass Communication
Dustin Mars Dustin Mars's Principal Financial Group Experience December 2013 - Present
Job Sr. Retirement Sales Specialist at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group December 2013 - Present
Principal Financial Group May 2011 - December 2013
Zoom Performance January 2009 - November 2013
R2R Recycling August 2009 - December 2010
One Body 3 March 2009 - August 2009
Holmes Murphy FS February 2003 - August 2009
Next Generation Realty February 1999 - December 2004
Skills
Series 7, Series 63, Series 65, Disability Insurance, Asset Allocation, Portfolio Management, Wealth Management, Alternative Investments, Marketing, Finance, Asset Managment, Securities, Investment Management, Investments, 401k, Insurance, Small Business Lending, Estate Planning, Investment Strategies, Long-term Care, Consumer Lending, Retirement Planning, Mutual Funds, Fixed Income, Investment Advisory, IRAs, Series 6, Analysis, Management, Strategic Financial..., Fixed Annuities, Relationship Management, Uniform Combined State..., Leadership, Life Insurance, Sales, Retirement, Financial Analysis, Financial Advisory, Credit, Coaching, Business Development, Employee Benefits, Small Business, Risk Management, Pensions, Financial Services, Banking, FINRA, Mortgage Lending
Education
Trinity International University 1994 — 1995
Accounting
Des Moines Christian 1993 — 1994
Valley High School (WDM, IA) 1990 — 1993
Principal Financial Group December 2013 - Present
Principal Financial Group May 2011 - December 2013
Zoom Performance January 2009 - November 2013
R2R Recycling August 2009 - December 2010
One Body 3 March 2009 - August 2009
Holmes Murphy FS February 2003 - August 2009
Next Generation Realty February 1999 - December 2004
Skills
Series 7, Series 63, Series 65, Disability Insurance, Asset Allocation, Portfolio Management, Wealth Management, Alternative Investments, Marketing, Finance, Asset Managment, Securities, Investment Management, Investments, 401k, Insurance, Small Business Lending, Estate Planning, Investment Strategies, Long-term Care, Consumer Lending, Retirement Planning, Mutual Funds, Fixed Income, Investment Advisory, IRAs, Series 6, Analysis, Management, Strategic Financial..., Fixed Annuities, Relationship Management, Uniform Combined State..., Leadership, Life Insurance, Sales, Retirement, Financial Analysis, Financial Advisory, Credit, Coaching, Business Development, Employee Benefits, Small Business, Risk Management, Pensions, Financial Services, Banking, FINRA, Mortgage Lending
Education
Trinity International University 1994 — 1995
Accounting
Des Moines Christian 1993 — 1994
Valley High School (WDM, IA) 1990 — 1993
Ellen Woodson Ellen Woodson's Principal Financial Group Experience June 2013 - June 2014
Job Home, Auto, Business, Life Insurance, Registered Financial Services Representative
Industry Financial Services
Experience
Farmers Insurance Group of Companies June 2014 - Present
Principal Financial Group June 2013 - June 2014
CallidusCloud (2011-2013), Net Connection LLC (2009-2011), Nimrod Long & Assoc. (2007-2009) January 2007 - April 2013
2003 - 2007 January 2003 - June 2006
Williamson Pounders Architects, PC January 2000 - January 2002
Lemstone Books, Franchises January 1989 - November 2000
Skills
Budgets, Marketing, Sales, Customer Service, Contract Management, QuickBooks, Retail, Proposal Writing, Salesforce.com, Lead Generation, Financial Needs Analysis
Education
The University of Memphis 1987 — 1989
Master of Arts, Teaching (English) and Secondary Education
Rhodes College 1972 — 1977
Bachelor of Arts, English
Farmers Insurance Group of Companies June 2014 - Present
Principal Financial Group June 2013 - June 2014
CallidusCloud (2011-2013), Net Connection LLC (2009-2011), Nimrod Long & Assoc. (2007-2009) January 2007 - April 2013
2003 - 2007 January 2003 - June 2006
Williamson Pounders Architects, PC January 2000 - January 2002
Lemstone Books, Franchises January 1989 - November 2000
Skills
Budgets, Marketing, Sales, Customer Service, Contract Management, QuickBooks, Retail, Proposal Writing, Salesforce.com, Lead Generation, Financial Needs Analysis
Education
The University of Memphis 1987 — 1989
Master of Arts, Teaching (English) and Secondary Education
Rhodes College 1972 — 1977
Bachelor of Arts, English
Brett Moody Brett Moody's Principal Financial Group Experience June 2010 - November 2012
Job Client Manager at Medical Solutions
Industry Hospital & Health Care
Experience
Medical Solutions September 2013 - Present
Principal Financial Group June 2010 - November 2012
Principal Financial Group March 2008 - January 2011
Midwest Sports Council/ Seurer Law March 2007 - March 2008
Skills
Disability Insurance, Strategic Financial..., Employee Benefits, Retirement Planning, Life Insurance, Loans, Building Relationships, Client Development, Customer Service, Temporary Staffing, Staff Management, Finance, Retirement, Financial Planning, Team Building, Wealth, Income Protection
Education
The University of South Dakota 2006 — 2007
Masters, Athletic Administration
University of Sioux Falls 2001 — 2004
BA, Business Management
Medical Solutions September 2013 - Present
Principal Financial Group June 2010 - November 2012
Principal Financial Group March 2008 - January 2011
Midwest Sports Council/ Seurer Law March 2007 - March 2008
Skills
Disability Insurance, Strategic Financial..., Employee Benefits, Retirement Planning, Life Insurance, Loans, Building Relationships, Client Development, Customer Service, Temporary Staffing, Staff Management, Finance, Retirement, Financial Planning, Team Building, Wealth, Income Protection
Education
The University of South Dakota 2006 — 2007
Masters, Athletic Administration
University of Sioux Falls 2001 — 2004
BA, Business Management
Jerry Bisaha's Principal Financial Group Experience July 1995 - July 1997
Job Senior Director HCM Cloud Delivery.
Industry Information Technology and Services
Experience
Drivestream August 2014 - Present
Limited Brands June 2009 - August 2014
DSW April 2003 - 2009
Bearing Point, KPMG Consulting June 2000 - April 2003
American Electric Power July 1997 - June 2000
Principal Financial Group July 1995 - July 1997
Skills
Multi-channel Retail, Data Warehousing, Business Intelligence, Database Marketing, Loyalty Marketing, Loyalty Programs, CRM, Enterprise Architecture, Information Architecture, Cross-functional Team..., Project Management, Enterprise Software, IT Management, Business Process..., CRM Integration, Master Data Management, Big Data, Strategic Planning, Preparation of Business..., Organizational..., Problem Solving, IT Infrastructure..., Retail Marketing, Management Consulting, IT Strategy, Technology Integration, Production Support, ETL, Vendor Management, Data Warehouse..., Teradata, Business Objects, Microstrategy, Datastage, Informatica, SAS, Unica, SAP BI, SAP BW, Big 4, SOA, Software Development, SDLC, Program Management, Data Quality, Process Improvement, ERP
Education
The University of Texas at El Paso 1991 — 1995
BA
Drivestream August 2014 - Present
Limited Brands June 2009 - August 2014
DSW April 2003 - 2009
Bearing Point, KPMG Consulting June 2000 - April 2003
American Electric Power July 1997 - June 2000
Principal Financial Group July 1995 - July 1997
Skills
Multi-channel Retail, Data Warehousing, Business Intelligence, Database Marketing, Loyalty Marketing, Loyalty Programs, CRM, Enterprise Architecture, Information Architecture, Cross-functional Team..., Project Management, Enterprise Software, IT Management, Business Process..., CRM Integration, Master Data Management, Big Data, Strategic Planning, Preparation of Business..., Organizational..., Problem Solving, IT Infrastructure..., Retail Marketing, Management Consulting, IT Strategy, Technology Integration, Production Support, ETL, Vendor Management, Data Warehouse..., Teradata, Business Objects, Microstrategy, Datastage, Informatica, SAS, Unica, SAP BI, SAP BW, Big 4, SOA, Software Development, SDLC, Program Management, Data Quality, Process Improvement, ERP
Education
The University of Texas at El Paso 1991 — 1995
BA
Brian Ellerman's Principal Financial Group Experience July 2015 - Present
Job RVP/Consultant Nonqualified Plans at Principal Financial Group; Executive Benefits Specialist
Industry Financial Services
Experience
Principal Financial Group July 2015 - Present
Sheridan Road Financial March 2014 - Present
Manning & Napier Advisors April 2012 - December 2013
Mercer March 2007 - April 2012
Marsh March 2007 - April 2012
MMC March 2007 - April 2012
MullinTBG, a Prudential Financial company 1990 - March 2007
Great-West Financial 1988 - 1990
Skills
401k, FINRA Series 65, Institutional..., Defined Benefit, Investments, Registered Investment..., Retirement, Wealth Management, Alternative Investments, OPEB, Executive Pay, Pensions, Series 63, Retirement Planning, Securities, Investment Advisory, Deferred Compensation, Mutual Funds, Wealth Accumulation, Separately Managed..., Profit Sharing, Employee Benefits, Asset Protection, FINRA, Endowments, Asset Management, Portfolio Management, Investment Strategies, Financial Services, Financial Advisory, Investment Management, Executive Compensation, Asset Allocation, Management, Equities, Risk Management, Insurance, Disability Insurance, Fixed Income, Financial Risk, Mergers & Acquisitions
Education
University of Kansas
B.G.S., Economics
FINRA
Series 65, 63, 6
The American College
Chartered Life Underwriter (CLU)
Principal Financial Group July 2015 - Present
Sheridan Road Financial March 2014 - Present
Manning & Napier Advisors April 2012 - December 2013
Mercer March 2007 - April 2012
Marsh March 2007 - April 2012
MMC March 2007 - April 2012
MullinTBG, a Prudential Financial company 1990 - March 2007
Great-West Financial 1988 - 1990
Skills
401k, FINRA Series 65, Institutional..., Defined Benefit, Investments, Registered Investment..., Retirement, Wealth Management, Alternative Investments, OPEB, Executive Pay, Pensions, Series 63, Retirement Planning, Securities, Investment Advisory, Deferred Compensation, Mutual Funds, Wealth Accumulation, Separately Managed..., Profit Sharing, Employee Benefits, Asset Protection, FINRA, Endowments, Asset Management, Portfolio Management, Investment Strategies, Financial Services, Financial Advisory, Investment Management, Executive Compensation, Asset Allocation, Management, Equities, Risk Management, Insurance, Disability Insurance, Fixed Income, Financial Risk, Mergers & Acquisitions
Education
University of Kansas
B.G.S., Economics
FINRA
Series 65, 63, 6
The American College
Chartered Life Underwriter (CLU)
Antoinette Stevens Antoinette Stevens's Principal Financial Group Experience January 2015 - Present
Job Work hard.
Industry Information Technology and Services
Experience
Principal Financial Group January 2015 - Present
umano Clothing April 2014 - Present
Principal Financial Group May 2014 - August 2014
Tech Talent South December 2013 - May 2014
Principal Financial Group May 2013 - August 2013
Skills
Networking, Java, Customer Service, HTML, C++ Language, C, Facebook, Teamwork, Social Networking, OS X, Time Management, Team Leadership, Public Speaking, Outlook, Windows, HP Loadrunner, PHP, MySQL, JavaScript, CSS, Leadership, Management
Education
The University of Georgia 2011 — 2014
Bachelor of Science (B.S.), Computer Science, Senior
Principal Financial Group January 2015 - Present
umano Clothing April 2014 - Present
Principal Financial Group May 2014 - August 2014
Tech Talent South December 2013 - May 2014
Principal Financial Group May 2013 - August 2013
Skills
Networking, Java, Customer Service, HTML, C++ Language, C, Facebook, Teamwork, Social Networking, OS X, Time Management, Team Leadership, Public Speaking, Outlook, Windows, HP Loadrunner, PHP, MySQL, JavaScript, CSS, Leadership, Management
Education
The University of Georgia 2011 — 2014
Bachelor of Science (B.S.), Computer Science, Senior
Michael Torrey, CFP®'s Principal Financial Group Experience November 1998 - June 1999
Job Capital Planning & Investments
Industry Financial Services
Experience
Capital Planning & Investment 2000 - Present
U.S. Marine Corps May 1989 - Present
Allstate Life Insurance Co June 1999 - May 2000
Principal Financial Group November 1998 - June 1999
Mid Atlantic Medical Services March 1997 - October 1998
Aflac June 1995 - March 1997
Skills
Strategic Benefit..., Executive Compensation, Legacy Planning, Asset Protection & Tax..., Alternative Investments
Education
The University of Kansas 1985 — 1989
Bachelor's Degree, Personnel Administration
Capital Planning & Investment 2000 - Present
U.S. Marine Corps May 1989 - Present
Allstate Life Insurance Co June 1999 - May 2000
Principal Financial Group November 1998 - June 1999
Mid Atlantic Medical Services March 1997 - October 1998
Aflac June 1995 - March 1997
Skills
Strategic Benefit..., Executive Compensation, Legacy Planning, Asset Protection & Tax..., Alternative Investments
Education
The University of Kansas 1985 — 1989
Bachelor's Degree, Personnel Administration
Robert Pupo Robert Pupo's Principal Financial Group Experience 2005 - 2007
Job International Business Development
Industry Insurance
Experience
AXA Equitable Life Sales Specialist, Coaching Partner, Bilingual Customer Service SpecialistALLSTATE INSURANCE COMPANY2008 - 2013
KELLER WILLIAMS REALTY 2007 - 2008
PRINCIPAL FINANCIAL GROUP 2005 - 2007
AXA ADVISORS February 2004 - December 2004
AVNET (previously Tallard Technologies) 1997 - 2003
ADDITIONAL RELEVANT EXPERIENCE 1981 - 1997
Skills
Wholesale, International Sales, Lead Generation, Key Account Development, Sales Management, Account Management, Product Launch, Product Management, Product Development, Product Purchasing, Product Marketing, Inventory Management, Sales Presentations, Training, Life Insurance, Health Insurance, Property & Casualty..., Latin America, Caribbean, Spanish, Portuguese, Microsoft Office, SAP ERP, Siebel, Salesforce.com, Business Development, Sales, Negotiation, Management
Education
American InterContinental University
Bachelor of Business Administration (B.B.A.), Accounting and Finance
The University of Texas at Austin
Computer Science Studies
AXA Equitable Life Sales Specialist, Coaching Partner, Bilingual Customer Service SpecialistALLSTATE INSURANCE COMPANY2008 - 2013
KELLER WILLIAMS REALTY 2007 - 2008
PRINCIPAL FINANCIAL GROUP 2005 - 2007
AXA ADVISORS February 2004 - December 2004
AVNET (previously Tallard Technologies) 1997 - 2003
ADDITIONAL RELEVANT EXPERIENCE 1981 - 1997
Skills
Wholesale, International Sales, Lead Generation, Key Account Development, Sales Management, Account Management, Product Launch, Product Management, Product Development, Product Purchasing, Product Marketing, Inventory Management, Sales Presentations, Training, Life Insurance, Health Insurance, Property & Casualty..., Latin America, Caribbean, Spanish, Portuguese, Microsoft Office, SAP ERP, Siebel, Salesforce.com, Business Development, Sales, Negotiation, Management
Education
American InterContinental University
Bachelor of Business Administration (B.B.A.), Accounting and Finance
The University of Texas at Austin
Computer Science Studies
Fred Krefting Fred Krefting's Principal Financial Group Experience December 1997 - Present
Job IT System Analyst Sr. at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group December 1997 - Present
KVI 1988 - 1997
Four-Phase Systems August 1982 - May 1984
Skills
AIX, linux, Solaris, Security, Unix Shell Scripting, Disaster Recovery, Unix, Linux, Enterprise Architecture, DB2, SharePoint, Perl, SQL, Requirements Analysis, IBM AIX
Education
The University of North Dakota 1977 — 1982
BS, Management & Computer Science
Bismarck Junior College 1975 — 1977
Associate of Arts (AA), Business Administration and Management, General
Principal Financial Group December 1997 - Present
KVI 1988 - 1997
Four-Phase Systems August 1982 - May 1984
Skills
AIX, linux, Solaris, Security, Unix Shell Scripting, Disaster Recovery, Unix, Linux, Enterprise Architecture, DB2, SharePoint, Perl, SQL, Requirements Analysis, IBM AIX
Education
The University of North Dakota 1977 — 1982
BS, Management & Computer Science
Bismarck Junior College 1975 — 1977
Associate of Arts (AA), Business Administration and Management, General
Kirsten LaBlanc Kirsten LaBlanc's Principal Financial Group Experience December 2012 - Present
Job Individual Investor Specialist II at Principal Financial Group
Industry Writing and Editing
Experience
Principal Financial Group December 2012 - Present
self employed July 2012 - Present
iWireless April 2008 - July 2012
Janus Capital Group 2004 - July 2007
Skills
Blogging, Copywriting, Editing, Creative Writing, Social Media, Press Releases, Freelance Writing, Facebook, Strategic Communications, Research, Public Speaking, Public Relations, Advertising, SEO, Non-profits, Media Relations, Event Management, Event Planning, Social Media Marketing, Marketing, Social Networking, Marketing Strategy, Email Marketing, Microsoft Office, Corporate Communications, Fundraising
Education
The University of New Mexico 1992 — 1996
BA, Spanish
Principal Financial Group December 2012 - Present
self employed July 2012 - Present
iWireless April 2008 - July 2012
Janus Capital Group 2004 - July 2007
Skills
Blogging, Copywriting, Editing, Creative Writing, Social Media, Press Releases, Freelance Writing, Facebook, Strategic Communications, Research, Public Speaking, Public Relations, Advertising, SEO, Non-profits, Media Relations, Event Management, Event Planning, Social Media Marketing, Marketing, Social Networking, Marketing Strategy, Email Marketing, Microsoft Office, Corporate Communications, Fundraising
Education
The University of New Mexico 1992 — 1996
BA, Spanish
Kristina M. Baker Kristina M. Baker's Principal Financial Group Experience August 2011 - March 2012
Job Account Executive at Lockton
Industry Financial Services
Experience
Lockton Retirement Services March 2012 - Present
Principal Financial Group August 2011 - March 2012
Summit Financial Group, Inc. September 2008 - August 2011
Skills
Series 6, Series 63, Customer Service, PowerPoint, Excel, Outlook, Microsoft Office, Public Speaking, Microsoft Excel, Management, Retirement, Employee Benefits
Education
The University of Texas at Dallas 2006 — 2008
Bachelor of Science, Economics
Lockton Retirement Services March 2012 - Present
Principal Financial Group August 2011 - March 2012
Summit Financial Group, Inc. September 2008 - August 2011
Skills
Series 6, Series 63, Customer Service, PowerPoint, Excel, Outlook, Microsoft Office, Public Speaking, Microsoft Excel, Management, Retirement, Employee Benefits
Education
The University of Texas at Dallas 2006 — 2008
Bachelor of Science, Economics
Daniel Terrasson Daniel Terrasson's Principal Financial Group Experience 2008 - July 2010
Job Owner at USP, llc
Industry Financial Services
Experience
USP, llc January 2010 - Present
Principal Financial Group 2008 - July 2010
Uinta Surgical Products, llc 2006 - 2008
GE Healthcare 2004 - 2006
Surgical Dynamics Spine 1997 - 2002
Wright Medical Technology 1989 - 1999
Dow Corning Wright 1983 - 1989
Merrell Dow Pharmaceuticals 1978 - 1983
Education
The University of Texas Health Science Center at Houston 1976 — 1978
The University of Texas at Austin 1971 — 1975
Bachelors
USP, llc January 2010 - Present
Principal Financial Group 2008 - July 2010
Uinta Surgical Products, llc 2006 - 2008
GE Healthcare 2004 - 2006
Surgical Dynamics Spine 1997 - 2002
Wright Medical Technology 1989 - 1999
Dow Corning Wright 1983 - 1989
Merrell Dow Pharmaceuticals 1978 - 1983
Education
The University of Texas Health Science Center at Houston 1976 — 1978
The University of Texas at Austin 1971 — 1975
Bachelors
Dottie Northam Dottie Northam's Principal Financial Group Experience June 2012 - Present
Job Financial Advisor at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group June 2012 - Present
Capital Financial Group, LLC November 2011 - June 2012
Principal Financial Group September 2006 - October 2011
Principal Financial Group May 1973 - July 2006
Education
The University of Memphis 1986 — 1988
Germantown High School 1968 — 1972
Principal Financial Group June 2012 - Present
Capital Financial Group, LLC November 2011 - June 2012
Principal Financial Group September 2006 - October 2011
Principal Financial Group May 1973 - July 2006
Education
The University of Memphis 1986 — 1988
Germantown High School 1968 — 1972
Dodd Johnson's Principal Financial Group Experience January 2000 - January 2002
Job Regional Scout at Baseball Factory
Industry Sports
Experience
Baseball Factory January 2005 - Present
Big League Dreams Sports Park 2002 - 2005
Principal Financial Group January 2000 - January 2002
Heart of Texas Baseball Academy January 1992 - January 2000
Guest Communication January 1991 - January 2000
Skills
Account Management, Advertising, Athletic Training, Athletics, Baseball, Coaching, Customer Service, Event Management, Event Planning, Facebook, Football, Fundraising, Human Resources, Leadership, Leadership Development, Management, Marketing, Marketing Communications, Marketing Strategy, Media Relations, Microsoft Excel, Microsoft Office, Personal Training, New Business Development, Microsoft Word, Player Development, PowerPoint, Press Releases
Education
The University of Texas at Austin
Communications
Westlake HS
Baseball Factory January 2005 - Present
Big League Dreams Sports Park 2002 - 2005
Principal Financial Group January 2000 - January 2002
Heart of Texas Baseball Academy January 1992 - January 2000
Guest Communication January 1991 - January 2000
Skills
Account Management, Advertising, Athletic Training, Athletics, Baseball, Coaching, Customer Service, Event Management, Event Planning, Facebook, Football, Fundraising, Human Resources, Leadership, Leadership Development, Management, Marketing, Marketing Communications, Marketing Strategy, Media Relations, Microsoft Excel, Microsoft Office, Personal Training, New Business Development, Microsoft Word, Player Development, PowerPoint, Press Releases
Education
The University of Texas at Austin
Communications
Westlake HS
Richard Ringgold, CFP Richard Ringgold, CFP's Principal Financial Group Experience January 2003 - January 2005
Job Independent Financial Services Professional
Industry Financial Services
Experience
Ringgold & Associates August 2005 - Present
Principal Financial Group January 2003 - January 2005
Northwestern Mutual January 2000 - 2003
Atlanta Coffee Roastery, Inc. January 1987 - June 1999
Atlantic Richfield Company (ARCO) January 1977 - January 1987
Borden Chemical Inc January 1975 - January 1977
Elliott Company January 1973 - January 1975
Skills
Wealth Management, Estate Planning, Strategic Financial..., Investments, Life Insurance, Long-term Care, Insurance, Financial Services, High Net Worth..., Business Planning, IRAs, Fixed Annuities, Asset Protection, Tax, Retirement
Education
The University of Texas at Austin 1969 — 1972
BS Mechanical Engineering
The University of Texas at Austin
Ringgold & Associates August 2005 - Present
Principal Financial Group January 2003 - January 2005
Northwestern Mutual January 2000 - 2003
Atlanta Coffee Roastery, Inc. January 1987 - June 1999
Atlantic Richfield Company (ARCO) January 1977 - January 1987
Borden Chemical Inc January 1975 - January 1977
Elliott Company January 1973 - January 1975
Skills
Wealth Management, Estate Planning, Strategic Financial..., Investments, Life Insurance, Long-term Care, Insurance, Financial Services, High Net Worth..., Business Planning, IRAs, Fixed Annuities, Asset Protection, Tax, Retirement
Education
The University of Texas at Austin 1969 — 1972
BS Mechanical Engineering
The University of Texas at Austin
John McCants John McCants's Principal Financial Group Experience September 2013 - 2015
Job Registered Financial Representative
Industry Financial Services
Experience
Capstone Financial 2015 - Present
HealthMarkets 2014 - Present
Principal Financial Group September 2013 - 2015
Skills
Mutual Funds, IRA/Roth, 401k, 403b, 501c, Financial Needs Analysis, Estate Planning, Life Insurance, Informal Business..., Tax-Efficient Savings, Health Insurance, Annuity Sales, Group Benefit Plans, Buy/Sell Review, College Funding & 529, Supplemental Medical..., Executive Bonus, Social Security..., Pre/Post Retirement...
Education
The University of Georgia 2005 — 2010
BSA, Animal Science
Wando High School 2001 — 2005
High School
University of Cambridge 2004 — 2004
Biological Science
Capstone Financial 2015 - Present
HealthMarkets 2014 - Present
Principal Financial Group September 2013 - 2015
Skills
Mutual Funds, IRA/Roth, 401k, 403b, 501c, Financial Needs Analysis, Estate Planning, Life Insurance, Informal Business..., Tax-Efficient Savings, Health Insurance, Annuity Sales, Group Benefit Plans, Buy/Sell Review, College Funding & 529, Supplemental Medical..., Executive Bonus, Social Security..., Pre/Post Retirement...
Education
The University of Georgia 2005 — 2010
BSA, Animal Science
Wando High School 2001 — 2005
High School
University of Cambridge 2004 — 2004
Biological Science
Craig Root Craig Root's Principal Financial Group Experience July 1997 - May 1998
Job Treasurer | Chief Financial Officer | Strategic Financial Consultant
Industry Executive Office
Experience
Root Enterprises, Inc. October 2014 - Present
Taylor Wharton International November 2013 - October 2014
Nash Finch Company April 2009 - November 2013
Ecolab, Inc. February 2007 - January 2009
Siemens Healthcare January 2006 - February 2007
Siemens Healthcare April 2002 - January 2006
Hollister Incorporated January 1999 - April 2002
Merrill Lynch May 1998 - December 1998
Principal Financial Group July 1997 - May 1998
Skills
Corporate Finance, Forecasting, Cash Management, Risk Management, Mergers & Acquisitions, Finance, Strategic Financial..., Financial Reporting, Accounting, Strategic Planning, Financial Accounting, Change Management, Variance Analysis, Negotiation, Treasury, Auditing, GAAP, Financial Analysis, Sarbanes-Oxley Act, Due Diligence, Leadership, Income Statement, Pricing, Executive Management, SEC filings, Sarbanes-Oxley, Working Capital..., General Ledger, Real Estate, Financial Modeling, Mergers, Analysis, Managerial Finance, Internal Controls, Acquisition Integration, Cash Flow, Credit, Cash Flow Forecasting, Capital Budgeting, Hyperion Enterprise, Valuation, Budgets, Treasury Management, P&L Management, Internal Audit, Financial Forecasting, Investor Relations, Financial Planning, Management
Education
The University of Chicago Booth School of Business 2000 — 2003
MBA with High Honors, Finance, Accounting, Strategic Management
University of Iowa 1993 — 1997
BBA, Finance, Management
Root Enterprises, Inc. October 2014 - Present
Taylor Wharton International November 2013 - October 2014
Nash Finch Company April 2009 - November 2013
Ecolab, Inc. February 2007 - January 2009
Siemens Healthcare January 2006 - February 2007
Siemens Healthcare April 2002 - January 2006
Hollister Incorporated January 1999 - April 2002
Merrill Lynch May 1998 - December 1998
Principal Financial Group July 1997 - May 1998
Skills
Corporate Finance, Forecasting, Cash Management, Risk Management, Mergers & Acquisitions, Finance, Strategic Financial..., Financial Reporting, Accounting, Strategic Planning, Financial Accounting, Change Management, Variance Analysis, Negotiation, Treasury, Auditing, GAAP, Financial Analysis, Sarbanes-Oxley Act, Due Diligence, Leadership, Income Statement, Pricing, Executive Management, SEC filings, Sarbanes-Oxley, Working Capital..., General Ledger, Real Estate, Financial Modeling, Mergers, Analysis, Managerial Finance, Internal Controls, Acquisition Integration, Cash Flow, Credit, Cash Flow Forecasting, Capital Budgeting, Hyperion Enterprise, Valuation, Budgets, Treasury Management, P&L Management, Internal Audit, Financial Forecasting, Investor Relations, Financial Planning, Management
Education
The University of Chicago Booth School of Business 2000 — 2003
MBA with High Honors, Finance, Accounting, Strategic Management
University of Iowa 1993 — 1997
BBA, Finance, Management
Whitney Ramirez Whitney Ramirez's Principal Financial Group Experience 1992 - 1999
Job Mortgage Banker at BBVA Compass
Industry Financial Services
Experience
BBVA Compass December 2013 - Present
Wells Fargo May 2013 - November 2013
Principal Financial Group 1992 - 1999
Education
The University of Texas at Austin 1988 — 1992
Bachelor of Liberal Arts, Economics
BBVA Compass December 2013 - Present
Wells Fargo May 2013 - November 2013
Principal Financial Group 1992 - 1999
Education
The University of Texas at Austin 1988 — 1992
Bachelor of Liberal Arts, Economics
Amy Keiser Amy Keiser's Principal Financial Group Experience May 2015 - Present
Job Assistant Director, Retirement & Investor Services Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group May 2015 - Present
Principal Financial Group September 1999 - Present
Skills
401k, ESOP, Defined Contribution, Defined Benefit, Investment Management
Education
The University of South Dakota 1995 — 1999
BSBA, Business Mgt with emphasis in Finance
Principal Financial Group May 2015 - Present
Principal Financial Group September 1999 - Present
Skills
401k, ESOP, Defined Contribution, Defined Benefit, Investment Management
Education
The University of South Dakota 1995 — 1999
BSBA, Business Mgt with emphasis in Finance
Cari Robinson Cari Robinson's Principal Financial Group Experience 2007 - 2008
Job Senior Vice President, Commercial Banking Division
Industry Financial Services
Experience
Bank SNB February 2014 - Present
C-III Asset Management LLC December 2010 - January 2014
Mutual of Omaha Bank 2008 - 2010
Principal Financial Group 2007 - 2008
Skills
Commercial real estate..., Real Estate Transactions, Capital Markets, CMBS, Construction Loans, Special Servicing, Property Disposition, Acquisitions, Communication Skills, Hardwork, Leadership, Cash Flow Analysis, P&L Analysis, Operating Budgets, Leases, Third Party Report..., Site Inspections, Delivers on agressive..., Management of analysts, Commercial Mortgages, Mortgage Lending, Loans, Portfolio Management, Financial Structuring, Banking, Structured Finance, Loan Origination, Loan Modifications, Loss Mitigation, Underwriting, Real Estate Economics, Due Diligence, Commercial Real Estate, Cash Flow
Education
The University of Texas at Arlington 1998 — 2000
Bachelor of Business Administration (BBA), Marketing
Bank SNB February 2014 - Present
C-III Asset Management LLC December 2010 - January 2014
Mutual of Omaha Bank 2008 - 2010
Principal Financial Group 2007 - 2008
Skills
Commercial real estate..., Real Estate Transactions, Capital Markets, CMBS, Construction Loans, Special Servicing, Property Disposition, Acquisitions, Communication Skills, Hardwork, Leadership, Cash Flow Analysis, P&L Analysis, Operating Budgets, Leases, Third Party Report..., Site Inspections, Delivers on agressive..., Management of analysts, Commercial Mortgages, Mortgage Lending, Loans, Portfolio Management, Financial Structuring, Banking, Structured Finance, Loan Origination, Loan Modifications, Loss Mitigation, Underwriting, Real Estate Economics, Due Diligence, Commercial Real Estate, Cash Flow
Education
The University of Texas at Arlington 1998 — 2000
Bachelor of Business Administration (BBA), Marketing
Charles D.F. Cohn's Principal Financial Group Experience August 2001 - October 2009
Job Financial Representative at Integrated Financial Concepts
Industry Insurance
Experience
Integrated Financial Concepts February 2014 - Present
MassMutual Financial Group June 2011 - January 2014
AXA Advisors, LLC May 2009 - June 2011
Principal Financial Group August 2001 - October 2009
New England Financial April 1989 - August 2001
Skills
Estate Planning, Investments, Disability Insurance, Long Term Care Insurance, Non-profits, Retirement Planning, Licensed to Sell..., Insurance, Employee Benefits, Program Management, Asset Allocation, Retirement, Fixed Annuities, Strategic Financial..., Life Insurance, Sales, Term Life Insurance, Health Insurance, Wealth Management..., Asset Management, Long-term Care, 401k, Strategic Planning, Series 63, Brokers, Mutual Funds, Nonprofits, Underwriting, Public Speaking, Wealth Management, Portfolio Management, IRAs, Financial Services, Universal Life, Securities, Series 7, Financial Planning
Education
Worcester College, Oxford University 1976 — 1978
Modern History
Trinity College-Hartford 1972 — 1976
BA w/ Honors, History
Riverdale Country School 1965 — 1976
Integrated Financial Concepts February 2014 - Present
MassMutual Financial Group June 2011 - January 2014
AXA Advisors, LLC May 2009 - June 2011
Principal Financial Group August 2001 - October 2009
New England Financial April 1989 - August 2001
Skills
Estate Planning, Investments, Disability Insurance, Long Term Care Insurance, Non-profits, Retirement Planning, Licensed to Sell..., Insurance, Employee Benefits, Program Management, Asset Allocation, Retirement, Fixed Annuities, Strategic Financial..., Life Insurance, Sales, Term Life Insurance, Health Insurance, Wealth Management..., Asset Management, Long-term Care, 401k, Strategic Planning, Series 63, Brokers, Mutual Funds, Nonprofits, Underwriting, Public Speaking, Wealth Management, Portfolio Management, IRAs, Financial Services, Universal Life, Securities, Series 7, Financial Planning
Education
Worcester College, Oxford University 1976 — 1978
Modern History
Trinity College-Hartford 1972 — 1976
BA w/ Honors, History
Riverdale Country School 1965 — 1976
Peter Freeman Peter Freeman's Principal Financial Group Experience March 2012 - Present
Job Employee Benefits Manager GA, AL, E.TN at The Standard
Industry Insurance
Experience
The Standard September 2015 - Present
Principal Financial Group March 2012 - Present
Alliant Insurance December 2005 - March 2012
Johnson & Bryan August 2000 - December 2005
Guardian Life Insurance May 1989 - August 2000
Skills
Brokers, Disability Insurance, Employee Benefits, Property & Casualty..., Underwriting, Insurance, Health Insurance, Sales, New Business Development, Customer Service, Marketing, Life Insurance, Negotiation, Health Savings Accounts, Benefits Administration, Dentistry, Account Management, Commercial Insurance, 401k, Leadership, Term Life Insurance, COBRA, Long-term Care, Long Term Care Insurance, Retirement, Claim, Group Insurance, Fixed Annuities, Workers Compensation, Professional Liability, Group Medical, Retirement Planning, Accident, Critical Illness, Voluntary Employee..., Universal Life, Health Care Reform, Umbrella Insurance, Financial Planners, Flexible Spending..., Self-funded, IRAs, Legal Liability, Strategic Planning, Sales Management, Team Building, Management, Risk Management
Education
University of Georgia 1983 — 1988
Major: Bachelor of Science Eductaion, Minor: Management
University of Georgia - College of Education
Bachelor of Science (B.S.), Business Education
The Standard September 2015 - Present
Principal Financial Group March 2012 - Present
Alliant Insurance December 2005 - March 2012
Johnson & Bryan August 2000 - December 2005
Guardian Life Insurance May 1989 - August 2000
Skills
Brokers, Disability Insurance, Employee Benefits, Property & Casualty..., Underwriting, Insurance, Health Insurance, Sales, New Business Development, Customer Service, Marketing, Life Insurance, Negotiation, Health Savings Accounts, Benefits Administration, Dentistry, Account Management, Commercial Insurance, 401k, Leadership, Term Life Insurance, COBRA, Long-term Care, Long Term Care Insurance, Retirement, Claim, Group Insurance, Fixed Annuities, Workers Compensation, Professional Liability, Group Medical, Retirement Planning, Accident, Critical Illness, Voluntary Employee..., Universal Life, Health Care Reform, Umbrella Insurance, Financial Planners, Flexible Spending..., Self-funded, IRAs, Legal Liability, Strategic Planning, Sales Management, Team Building, Management, Risk Management
Education
University of Georgia 1983 — 1988
Major: Bachelor of Science Eductaion, Minor: Management
University of Georgia - College of Education
Bachelor of Science (B.S.), Business Education
Adrian Obleton Adrian Obleton's Principal Financial Group Experience May 2014 - August 2014
Job Undergraduate Supreme Councilor at Zeta Beta Tau Fraternity Inc.
Industry Management Consulting
Experience
Zeta Beta Tau Fraternity May 2015 - Present
Partner Software Inc. January 2014 - Present
The Boston Consulting Group August 2015 - August 2015
Bain & Company August 2015 - August 2015
PwC June 2015 - July 2015
Principal Financial Group May 2014 - August 2014
Walgreens September 2011 - October 2013
Skills
Critical Thinking, Teamwork, Business Analysis, Data Analysis, Microsoft Excel, PowerPoint, Management, Team Leadership, Team Management, Business Strategy, IT Strategy, Strategic Planning, Strategy, Research, Financial Modeling, Microsoft Office, Leadership, Microsoft Word, Public Speaking, Customer Service
Education
The University of Georgia 2013 — 2017
Bachelor of Business Administration (B.B.A.), Management Information Systems, General, 3.67
Davidson Fine Arts Magnet School 2006 — 2013
High School Diploma, Fine Arts: Choir, 3.74
Zeta Beta Tau Fraternity May 2015 - Present
Partner Software Inc. January 2014 - Present
The Boston Consulting Group August 2015 - August 2015
Bain & Company August 2015 - August 2015
PwC June 2015 - July 2015
Principal Financial Group May 2014 - August 2014
Walgreens September 2011 - October 2013
Skills
Critical Thinking, Teamwork, Business Analysis, Data Analysis, Microsoft Excel, PowerPoint, Management, Team Leadership, Team Management, Business Strategy, IT Strategy, Strategic Planning, Strategy, Research, Financial Modeling, Microsoft Office, Leadership, Microsoft Word, Public Speaking, Customer Service
Education
The University of Georgia 2013 — 2017
Bachelor of Business Administration (B.B.A.), Management Information Systems, General, 3.67
Davidson Fine Arts Magnet School 2006 — 2013
High School Diploma, Fine Arts: Choir, 3.74
Corey Kines's Principal Financial Group Experience February 2011 - Present
Job Director of Sales at Principal Financial Group
Industry Insurance
Experience
Principal Financial Group February 2011 - Present
Reliance Standard September 2007 - February 2011
Fleet Safety Equipment, Inc June 2006 - September 2007
University of Memphis September 2004 - June 2006
Skills
Sales, Marketing, Insurance, Life Insurance, Disability Insurance, New Business Development, Building Relationships, Sales Management, Marketing Strategy, Microsoft Excel, Employee Benefits, Health Insurance, Microsoft Office, PowerPoint, Leadership, Dental Insurance, Term Life Insurance, Underwriting, Health Savings Accounts
Education
The University of Memphis 2002 — 2004
Bachelor of Science in Education, Sports Management
Principal Financial Group February 2011 - Present
Reliance Standard September 2007 - February 2011
Fleet Safety Equipment, Inc June 2006 - September 2007
University of Memphis September 2004 - June 2006
Skills
Sales, Marketing, Insurance, Life Insurance, Disability Insurance, New Business Development, Building Relationships, Sales Management, Marketing Strategy, Microsoft Excel, Employee Benefits, Health Insurance, Microsoft Office, PowerPoint, Leadership, Dental Insurance, Term Life Insurance, Underwriting, Health Savings Accounts
Education
The University of Memphis 2002 — 2004
Bachelor of Science in Education, Sports Management
Erica (Robish) Schilling Erica (Robish) Schilling's Principal Financial Group Experience June 2012 - November 2014
Job Assistant Director of Athletic Development at University of South Dakota Foundation
Industry Higher Education
Experience
University of South Dakota Foundation December 2014 - Present
Principal Financial Group June 2012 - November 2014
Kraft Foods January 2011 - September 2012
RED Steakhouse August 2010 - December 2010
Shur Co May 2010 - December 2010
The University of South Dakota September 2006 - December 2010
Skills
Marketing, Social Media, Social Networking, Social Media Marketing, Event Planning, Finance, Marketing Communications, Marketing Strategy, Facebook, Radio Broadcasting, Recruitment Marketing, Newsletters, Sales, Communication, Business Perspective, Organization, Public Broadcasting, Leadership, Management, Email Marketing, Research, Integrated Marketing, Customer Service, Time Management, Teamwork
Education
The University of South Dakota 2006 — 2010
Bachelor of Business Administration, Marketing
Huron High School
University of South Dakota Foundation December 2014 - Present
Principal Financial Group June 2012 - November 2014
Kraft Foods January 2011 - September 2012
RED Steakhouse August 2010 - December 2010
Shur Co May 2010 - December 2010
The University of South Dakota September 2006 - December 2010
Skills
Marketing, Social Media, Social Networking, Social Media Marketing, Event Planning, Finance, Marketing Communications, Marketing Strategy, Facebook, Radio Broadcasting, Recruitment Marketing, Newsletters, Sales, Communication, Business Perspective, Organization, Public Broadcasting, Leadership, Management, Email Marketing, Research, Integrated Marketing, Customer Service, Time Management, Teamwork
Education
The University of South Dakota 2006 — 2010
Bachelor of Business Administration, Marketing
Huron High School
Carlos N Gonzalez's Principal Financial Group Experience August 1998 - August 2004
Job Territory Manager at Golden Outlook Insurance Services
Industry Financial Services
Experience
Golden Outlook Insurance Services July 2012 - Present
Farmers Insurance January 2011 - July 2012
New York Life Insurance Company August 2004 - July 2009
Principal Financial Group August 1998 - August 2004
Skills
Fixed Annuities, Insurance, Disability Insurance, Health Insurance, Life Insurance, Long-term Care, Retirement Planning, Sales, Financial Services, Medicare, Long Term Care Insurance, Securities, Wealth, Sales Presentations, Term Life Insurance, Management, Medicare Advantage, Customer Service, Team Building, Marketing, Leadership, Strategic Planning, Public Speaking, Training, Sales Management
Education
The University of Texas at Austin 1986 — 1998
Bachelor's Degree, Economics and Psychology Double Major
PSJA High School 1982 — 1984
High School
Golden Outlook Insurance Services July 2012 - Present
Farmers Insurance January 2011 - July 2012
New York Life Insurance Company August 2004 - July 2009
Principal Financial Group August 1998 - August 2004
Skills
Fixed Annuities, Insurance, Disability Insurance, Health Insurance, Life Insurance, Long-term Care, Retirement Planning, Sales, Financial Services, Medicare, Long Term Care Insurance, Securities, Wealth, Sales Presentations, Term Life Insurance, Management, Medicare Advantage, Customer Service, Team Building, Marketing, Leadership, Strategic Planning, Public Speaking, Training, Sales Management
Education
The University of Texas at Austin 1986 — 1998
Bachelor's Degree, Economics and Psychology Double Major
PSJA High School 1982 — 1984
High School
Julie Felix's Principal Financial Group Experience September 2009 - January 2014
Job Retirement Plan Administrator
Industry Financial Services
Experience
BB&T April 2014 - July 2015
Principal Financial Group September 2009 - January 2014
Principal Financial Group October 2006 - June 2009
Financial Professionals, Inc. October 2005 - October 2006
Skills
Mutual Funds, 401k, Series 7, Retirement, Retirement Planning, Series 63, Investments, Financial Services, Insurance, Wealth Management, Securities, Portfolio Management, Finance, Employee Benefits, Financial Planners, Financial Planning
Education
University of Northern Iowa 1997 — 1999
Bachelor of Science (B.S.), Finance, General
The University of South Dakota 1996 — 1997
BB&T April 2014 - July 2015
Principal Financial Group September 2009 - January 2014
Principal Financial Group October 2006 - June 2009
Financial Professionals, Inc. October 2005 - October 2006
Skills
Mutual Funds, 401k, Series 7, Retirement, Retirement Planning, Series 63, Investments, Financial Services, Insurance, Wealth Management, Securities, Portfolio Management, Finance, Employee Benefits, Financial Planners, Financial Planning
Education
University of Northern Iowa 1997 — 1999
Bachelor of Science (B.S.), Finance, General
The University of South Dakota 1996 — 1997
Stephanie Hays's Principal Financial Group Experience April 2011 - Present
Job Senior Financial Services Representative, Financial Advisor, Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group April 2011 - Present
CMW Financial June 2007 - April 2011
Skills
Retirement Planning, Series 7, Retirement, Mutual Funds, 401k, Asset Allocation, Investment Advisory, Wealth Management, Finance, Financial Services, Investments, Financial Planning, Fixed Annuities, Insurance, Financial Advisory, Life Insurance, IRAs, Securities, Estate Planning, Portfolio Management, Financial Analysis
Education
The University of Texas at Arlington
Bachelor's of Finance, Finance
Principal Financial Group April 2011 - Present
CMW Financial June 2007 - April 2011
Skills
Retirement Planning, Series 7, Retirement, Mutual Funds, 401k, Asset Allocation, Investment Advisory, Wealth Management, Finance, Financial Services, Investments, Financial Planning, Fixed Annuities, Insurance, Financial Advisory, Life Insurance, IRAs, Securities, Estate Planning, Portfolio Management, Financial Analysis
Education
The University of Texas at Arlington
Bachelor's of Finance, Finance
Jon Yoder's Principal Financial Group Experience September 2013 - March 2014
Job Owner at US Burlap Bag Company
Industry Wholesale
Experience
US Burlap Bag Company April 2015 - Present
Betablox Seed Accelerator March 2010 - Present
Principal Financial Group September 2013 - March 2014
HighPointe Financial Group June 2011 - August 2013
Absorb-All Distributors, LLC August 2009 - March 2010
Skills
Business, Asset, Institutions, Sales, Account Management, New Business Development, Financial Analysis, Marketing, Sales Management, Sales Process, Insurance, Business Development, Direct Sales, Entrepreneurship, Start-ups, Finance, Portfolio Management, Retirement, Series 6, Series 63
Education
The University of Kansas 2003 — 2007
Economics
US Burlap Bag Company April 2015 - Present
Betablox Seed Accelerator March 2010 - Present
Principal Financial Group September 2013 - March 2014
HighPointe Financial Group June 2011 - August 2013
Absorb-All Distributors, LLC August 2009 - March 2010
Skills
Business, Asset, Institutions, Sales, Account Management, New Business Development, Financial Analysis, Marketing, Sales Management, Sales Process, Insurance, Business Development, Direct Sales, Entrepreneurship, Start-ups, Finance, Portfolio Management, Retirement, Series 6, Series 63
Education
The University of Kansas 2003 — 2007
Economics
Mike Dellapa, CFA Mike Dellapa, CFA's Principal Financial Group Experience June 1999 - December 2000
Job Senior Investment Advisor with PNC Hawthorn
Industry Financial Services
Experience
Hawthorn, PNC Family Wealth December 2014 - Present
Guggenheim Investments December 2000 - December 2014
Principal Financial Group June 1999 - December 2000
Accenture (formerly Andersen Consulting) 1993 - 1997
Skills
ETFs, Alternative Investments, Hedge Funds, Mutual Funds, Asset Allocation, Investment Strategies, Portfolio Management, Fixed Income, Equities, Asset Managment, Investments, Series 7, Bloomberg, Derivatives, Securities, Risk Analytics, Credit Risk
Education
The University of Chicago Booth School of Business 1997 — 1999
MBA, Finance
University of Maryland College Park 1988 — 1992
BS, Mechanical Engineering
Wootton High School 1985 — 1988
Hawthorn, PNC Family Wealth December 2014 - Present
Guggenheim Investments December 2000 - December 2014
Principal Financial Group June 1999 - December 2000
Accenture (formerly Andersen Consulting) 1993 - 1997
Skills
ETFs, Alternative Investments, Hedge Funds, Mutual Funds, Asset Allocation, Investment Strategies, Portfolio Management, Fixed Income, Equities, Asset Managment, Investments, Series 7, Bloomberg, Derivatives, Securities, Risk Analytics, Credit Risk
Education
The University of Chicago Booth School of Business 1997 — 1999
MBA, Finance
University of Maryland College Park 1988 — 1992
BS, Mechanical Engineering
Wootton High School 1985 — 1988
Jeff Feintech Jeff Feintech's Principal Financial Group Experience September 2006 - September 2009
Job Head of Distribution for Latin America & Iberia at Liberty Mutual Insurance
Industry Financial Services
Experience
Liberty Mutual Insurance October 2014 - Present
Liberty Mutual Insurance July 2013 - September 2014
Liberty Mutual Insurance July 2011 - July 2013
General Electric June 2010 - August 2010
Ecuador Mi Pais March 2007 - May 2010
Principal Financial Group September 2006 - September 2009
State of Iowa Judicial System October 2005 - September 2006
Hosteria Las Palmeras January 2005 - September 2005
Fulbright Commission Ecuador September 2003 - December 2004
Skills
Financial Modeling, Financial Analysis, Strategic Planning, Business Strategy, New Business Development, Market Research, Marketing Strategy, Negotiation, Sales, Project Management, Management Consulting, Marketing, Spanish, Team Leadership, Forecasting, Business Planning, Leadership, Training, Management, Cross-functional Team..., Analysis
Education
Thunderbird School of Global Management 2009 — 2011
MBA, International Business and Strategy
Georgetown University 2007 — 2008
CFP, Finance
Wake Forest UniversityWinston 1999 — 2003
Bachelor of Science, Business
Liberty Mutual Insurance October 2014 - Present
Liberty Mutual Insurance July 2013 - September 2014
Liberty Mutual Insurance July 2011 - July 2013
General Electric June 2010 - August 2010
Ecuador Mi Pais March 2007 - May 2010
Principal Financial Group September 2006 - September 2009
State of Iowa Judicial System October 2005 - September 2006
Hosteria Las Palmeras January 2005 - September 2005
Fulbright Commission Ecuador September 2003 - December 2004
Skills
Financial Modeling, Financial Analysis, Strategic Planning, Business Strategy, New Business Development, Market Research, Marketing Strategy, Negotiation, Sales, Project Management, Management Consulting, Marketing, Spanish, Team Leadership, Forecasting, Business Planning, Leadership, Training, Management, Cross-functional Team..., Analysis
Education
Thunderbird School of Global Management 2009 — 2011
MBA, International Business and Strategy
Georgetown University 2007 — 2008
CFP, Finance
Wake Forest UniversityWinston 1999 — 2003
Bachelor of Science, Business
Vickie Wallace Vickie Wallace's Principal Financial Group Experience January 2011 - January 2012
Job Financial Representative, Al Clark Insurance Agency
Industry Financial Services
Experience
Al Clark Insurance Agency January 2012 - Present
Kennedale Chamber 2010 - Present
Principal Financial Group January 2011 - January 2012
State Farm Insurance January 1995 - January 2011
RadioShack June 1973 - June 1993
Skills
Strategic Financial..., Buy-sell Agreements, Exit Strategies, Risk Assessment, Big Picture Thinking, Thinking Outside The Box, Financial Planning, Retirement Income..., Retirement Plan..., Protection..., Small Business, Retirement, Retirement Planning, Employee Benefits, Investments, Insurance, Life Insurance, Customer Service, Team Building, Sales, Leadership
Education
The University of Texas at Arlington - College of Business Administration 1987 — 1991
Business, Marketing
University of North Carolina at Greensboro 1971 — 1973
Al Clark Insurance Agency January 2012 - Present
Kennedale Chamber 2010 - Present
Principal Financial Group January 2011 - January 2012
State Farm Insurance January 1995 - January 2011
RadioShack June 1973 - June 1993
Skills
Strategic Financial..., Buy-sell Agreements, Exit Strategies, Risk Assessment, Big Picture Thinking, Thinking Outside The Box, Financial Planning, Retirement Income..., Retirement Plan..., Protection..., Small Business, Retirement, Retirement Planning, Employee Benefits, Investments, Insurance, Life Insurance, Customer Service, Team Building, Sales, Leadership
Education
The University of Texas at Arlington - College of Business Administration 1987 — 1991
Business, Marketing
University of North Carolina at Greensboro 1971 — 1973
Brian Bertness's Principal Financial Group Experience 2010 - 2013
Job Sr. Client Service Manager at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group 2010 - 2013
Principal Financial Group 2007 - 2010
Principal Financial Group 2004 - 2007
Skills
Series 7, 401k, Insurance, Investments, Retirement Planning, Mutual Funds, Series 6, Investment Advisory, Series 63, Retirement, Fixed Annuities, Asset Allocation, Defined Benefit, Employee Benefits, Securities, Pensions, Life Insurance, IRAs
Education
The University of South Dakota
Principal Financial Group 2010 - 2013
Principal Financial Group 2007 - 2010
Principal Financial Group 2004 - 2007
Skills
Series 7, 401k, Insurance, Investments, Retirement Planning, Mutual Funds, Series 6, Investment Advisory, Series 63, Retirement, Fixed Annuities, Asset Allocation, Defined Benefit, Employee Benefits, Securities, Pensions, Life Insurance, IRAs
Education
The University of South Dakota
Stephanie Snyder Stephanie Snyder's Principal Financial Group Experience February 2012 - November 2013
Job Educational Management
Industry Education Management
Experience
Family Service Association of San Antonio, Inc. March 2015 - Present
Snyder Financial Services November 2013 - March 2015
Principal Financial Group February 2012 - November 2013
LearningRx December 2012 - February 2013
Eleven Canterbury, LLC October 2009 - December 2011
Houston SPCA July 2009 - July 2010
UBS AG August 2007 - June 2009
UBS Investment Bank March 2006 - September 2007
British Telecom October 2005 - February 2006
Judge Business School September 2004 - September 2005
Skills
Start-ups, Strategy, Leadership, Training, Public Relations, Marketing Strategy, Event Management, Business Development, Management, Sales, Marketing, Marketing Communications, CRM, Business Strategy, Recruiting, Education, Mathematics, Mathematics Education, Working With Children, Child Development, Finance
Education
University of Cambridge 2004 — 2005
MBA, Marketing, Strategy, Organizational Behavior
University of Texas at San Antonio 1995 — 2000
BA, Mathematics Education
Madison High School
Family Service Association of San Antonio, Inc. March 2015 - Present
Snyder Financial Services November 2013 - March 2015
Principal Financial Group February 2012 - November 2013
LearningRx December 2012 - February 2013
Eleven Canterbury, LLC October 2009 - December 2011
Houston SPCA July 2009 - July 2010
UBS AG August 2007 - June 2009
UBS Investment Bank March 2006 - September 2007
British Telecom October 2005 - February 2006
Judge Business School September 2004 - September 2005
Skills
Start-ups, Strategy, Leadership, Training, Public Relations, Marketing Strategy, Event Management, Business Development, Management, Sales, Marketing, Marketing Communications, CRM, Business Strategy, Recruiting, Education, Mathematics, Mathematics Education, Working With Children, Child Development, Finance
Education
University of Cambridge 2004 — 2005
MBA, Marketing, Strategy, Organizational Behavior
University of Texas at San Antonio 1995 — 2000
BA, Mathematics Education
Madison High School
Stace Karavitis Stace Karavitis's Principal Financial Group Experience December 2007 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Principal Financial Group December 2007 - Present
INTEGRITY LIFE INSURANCE CO December 2006 - December 2007
MORGAN STANLEY DEAN WITTER December 2003 - July 2006
OPPENHEIMERFUNDS INC December 1999 - August 2003
FIRST UNION BROKERAGE SERVICES February 1999 - November 1999
NEW YORK LIFE INSURANCE AND ANNUITY CORP January 1998 - January 1999
AMERICAN SKANDIA LIFE ASSURANCE January 1997 - January 1998
Moody's Investors Service January 1993 - January 1996
Skills
Mutual Funds, Series 63, Alternative Investments, Asset Allocation, Wealth Management, Series 7, Relationship Management, Presentations, 401k, Variable Annuities, Indexed Annuities, Investments, Public Speaking, Sales Presentations, Investment Advisory, Retirement Planning, Series 6, Series 65, Securities, Retirement, Series 24
Education
The University of Connecticut School of Business 1997 — 2002
MBA, Finance
University of Connecticut 1988 — 1992
B.S. in B.A., Finance
Principal Financial Group December 2007 - Present
INTEGRITY LIFE INSURANCE CO December 2006 - December 2007
MORGAN STANLEY DEAN WITTER December 2003 - July 2006
OPPENHEIMERFUNDS INC December 1999 - August 2003
FIRST UNION BROKERAGE SERVICES February 1999 - November 1999
NEW YORK LIFE INSURANCE AND ANNUITY CORP January 1998 - January 1999
AMERICAN SKANDIA LIFE ASSURANCE January 1997 - January 1998
Moody's Investors Service January 1993 - January 1996
Skills
Mutual Funds, Series 63, Alternative Investments, Asset Allocation, Wealth Management, Series 7, Relationship Management, Presentations, 401k, Variable Annuities, Indexed Annuities, Investments, Public Speaking, Sales Presentations, Investment Advisory, Retirement Planning, Series 6, Series 65, Securities, Retirement, Series 24
Education
The University of Connecticut School of Business 1997 — 2002
MBA, Finance
University of Connecticut 1988 — 1992
B.S. in B.A., Finance
Lloyd Beck III's Principal Financial Group Experience January 2012 - January 2013
Job Business Development
Industry Marketing and Advertising
Experience
Catalyst Outdoor Advertising, LLC June 2015 - Present
Strategic Financial Partners January 2013 - May 2015
Principal Financial Group January 2012 - January 2013
Kessler Topaz Meltzer & Check, LLP March 2009 - January 2012
Bartkowski Investment Group May 2007 - January 2009
Skills
Employee Benefits, Microsoft Excel, Retirement, Insurance, 401k, Disability Insurance, Retirement Planning, Microsoft Office, Public Speaking, Sales, Contract Negotiation, Salesforce.com, Mutual Funds, Management, Marketing, Strategic Planning, Estate Planning, Customer Service, Securities, Account Management, Business Development, Fixed Annuities, Strategic Financial..., Investments
Education
The University of Memphis 1998 — 2002
BA, Political Science
La Salle College H.S. 1994 — 1998
Catalyst Outdoor Advertising, LLC June 2015 - Present
Strategic Financial Partners January 2013 - May 2015
Principal Financial Group January 2012 - January 2013
Kessler Topaz Meltzer & Check, LLP March 2009 - January 2012
Bartkowski Investment Group May 2007 - January 2009
Skills
Employee Benefits, Microsoft Excel, Retirement, Insurance, 401k, Disability Insurance, Retirement Planning, Microsoft Office, Public Speaking, Sales, Contract Negotiation, Salesforce.com, Mutual Funds, Management, Marketing, Strategic Planning, Estate Planning, Customer Service, Securities, Account Management, Business Development, Fixed Annuities, Strategic Financial..., Investments
Education
The University of Memphis 1998 — 2002
BA, Political Science
La Salle College H.S. 1994 — 1998
Rob Shevlin's Principal Financial Group Experience July 2008 - May 2009
Job COO at Financial Marketing Concepts Inc.
Industry Financial Services
Experience
Financial Marketing Concepts, Inc. March 2014 - Present
Independent Contractor/Self Employed October 2009 - Present
Principal Financial Group July 2008 - May 2009
EverBank and EverInsurance January 2006 - March 2007
LSI Management LLC August 2004 - December 2006
IFS College & Retirement Planning April 1999 - December 2006
Innovative Financial Strategies, Inc. February 1995 - December 2006
Alliance Mortgage Company n/k/a EverHome Mortgage Company July 1984 - December 1994
Alliance Mortgage 1984 - 1994
Skills
Investments, Insurance, Fixed Annuities, Small Business, Disability Insurance, Start-ups, Entrepreneurship, Wealth, Financial Services, Retirement Planning, Retirement, Mortgage Lending
Education
University of Florida - Warrington College of Business Administration 1982 — 1984
MBA, Real Estate
The University of Texas at Austin 1980 — 1982
BBA, Finance and Real Estate-Double Major
Bronx HS of Science 1974 — 1978
Financial Marketing Concepts, Inc. March 2014 - Present
Independent Contractor/Self Employed October 2009 - Present
Principal Financial Group July 2008 - May 2009
EverBank and EverInsurance January 2006 - March 2007
LSI Management LLC August 2004 - December 2006
IFS College & Retirement Planning April 1999 - December 2006
Innovative Financial Strategies, Inc. February 1995 - December 2006
Alliance Mortgage Company n/k/a EverHome Mortgage Company July 1984 - December 1994
Alliance Mortgage 1984 - 1994
Skills
Investments, Insurance, Fixed Annuities, Small Business, Disability Insurance, Start-ups, Entrepreneurship, Wealth, Financial Services, Retirement Planning, Retirement, Mortgage Lending
Education
University of Florida - Warrington College of Business Administration 1982 — 1984
MBA, Real Estate
The University of Texas at Austin 1980 — 1982
BBA, Finance and Real Estate-Double Major
Bronx HS of Science 1974 — 1978
Jeff Cochran's Principal Financial Group Experience August 1994 - April 1996
Job Account Executive at Dell
Industry Computer Hardware
Brad Hinton's Principal Financial Group Experience 1994 - 1998
Job Portfolio Manager at Weitz Funds
Industry Investment Management
Experience
Weitz Funds September 2001 - Present
ConAgra Foods 1998 - 2001
Principal Financial Group 1994 - 1998
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1992 — 1994
MBA
University of Nebraska-Lincoln 1986 — 1990
B.S., Finance
Weitz Funds September 2001 - Present
ConAgra Foods 1998 - 2001
Principal Financial Group 1994 - 1998
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1992 — 1994
MBA
University of Nebraska-Lincoln 1986 — 1990
B.S., Finance
Donna Schecher's Principal Financial Group Experience February 1990 - Present
Job Consultant at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group February 1990 - Present
Plan Data, Inc. 1991 - 1993
Skills
401k, Retirement, Defined Benefit, Employee Benefits, ERISA
Education
The University of Texas-Pan American 1980 — 1983
Bachelor of Business Administration (B.B.A.), Finance, General
Principal Financial Group February 1990 - Present
Plan Data, Inc. 1991 - 1993
Skills
401k, Retirement, Defined Benefit, Employee Benefits, ERISA
Education
The University of Texas-Pan American 1980 — 1983
Bachelor of Business Administration (B.B.A.), Finance, General
Dave Stocklas's Principal Financial Group Experience 1985 - Present
Job Pension Consultant
Industry Financial Services
Experience
Principal Financial Group 1985 - Present
Skills
Defined Benefit, Employee Benefits, Retirement consulting..., Actuarial Consulting, Pensions, 401k, Retirement, ERISA, Actuarial Science, Defined Contribution, Microsoft Office, Risk Management
Education
Thiel College 1981 — 1985
BA, Mathematics and Actuarial Studies
Thiel
Principal Financial Group 1985 - Present
Skills
Defined Benefit, Employee Benefits, Retirement consulting..., Actuarial Consulting, Pensions, 401k, Retirement, ERISA, Actuarial Science, Defined Contribution, Microsoft Office, Risk Management
Education
Thiel College 1981 — 1985
BA, Mathematics and Actuarial Studies
Thiel
Jamie Mattson's Principal Financial Group Experience 1994 - 1997
Job Retirement Education Specialist at MassMutual
Industry Financial Services
Experience
MassMutual July 2015 - Present
MassMutual January 2013 - Present
The Hartford June 2010 - January 2013
Charles Schwab January 2008 - January 2010
Charles Schwab June 2006 - January 2008
Charles Schwab April 2002 - June 2006
Charles Schwab April 2000 - April 2002
Hartford Life 1997 - 2000
Principal Financial Group 1994 - 1997
Instituto Tecnológico y de Estudios Superiores de Monterrey 1993 - 1994
Skills
Retirement Planning, Series 7, Mutual Funds, 401k, Retirement, Series 63, Investments, Financial Services, Securities, Relationship Management, Asset Allocation, Benefits Administration, Employee Benefits, Deferred Compensation, Pensions, Series 6
Education
Thunderbird School of Global Management 1990 — 1992
Master of Business Administration (MBA), International Business
University of Iowa 1985 — 1989
BA, Spanish, Russian
MassMutual July 2015 - Present
MassMutual January 2013 - Present
The Hartford June 2010 - January 2013
Charles Schwab January 2008 - January 2010
Charles Schwab June 2006 - January 2008
Charles Schwab April 2002 - June 2006
Charles Schwab April 2000 - April 2002
Hartford Life 1997 - 2000
Principal Financial Group 1994 - 1997
Instituto Tecnológico y de Estudios Superiores de Monterrey 1993 - 1994
Skills
Retirement Planning, Series 7, Mutual Funds, 401k, Retirement, Series 63, Investments, Financial Services, Securities, Relationship Management, Asset Allocation, Benefits Administration, Employee Benefits, Deferred Compensation, Pensions, Series 6
Education
Thunderbird School of Global Management 1990 — 1992
Master of Business Administration (MBA), International Business
University of Iowa 1985 — 1989
BA, Spanish, Russian
Jennifer Gonzales's Principal Financial Group Experience November 2010 - April 2014
Job Large Group Senior Sales Consultant at Health Net
Industry Insurance
Experience
Health Net April 2014 - Present
Principal Financial Group November 2010 - April 2014
Assurant Employee Benefits November 2007 - November 2010
Ameriprise Financial 2005 - 2007
Skills
Ancillary Benefits, Employee Benefits, Disability Insurance, Life Insurance, Insurance, Sales, Client Development, Client Education, Customer Satisfaction, Customer Retention, Manage Client..., Team Management, Benefits Administration, Brokers, Health Insurance, Term Life Insurance, Account Management, Leadership, Underwriting
Education
University of Texas 2000 — 2005
Bachelor of Science (B.S.), Communications
GOLD Youth Leadership
Health Net April 2014 - Present
Principal Financial Group November 2010 - April 2014
Assurant Employee Benefits November 2007 - November 2010
Ameriprise Financial 2005 - 2007
Skills
Ancillary Benefits, Employee Benefits, Disability Insurance, Life Insurance, Insurance, Sales, Client Development, Client Education, Customer Satisfaction, Customer Retention, Manage Client..., Team Management, Benefits Administration, Brokers, Health Insurance, Term Life Insurance, Account Management, Leadership, Underwriting
Education
University of Texas 2000 — 2005
Bachelor of Science (B.S.), Communications
GOLD Youth Leadership
Eric Lambi's Principal Financial Group Experience 2005 - 2005
Job Fixed Income Portfolio Manager at Wellington Management
Industry Investment Management
Experience
Wellington Management January 2010 - Present
Wellington Management Company January 2007 - January 2010
LMS International March 1999 - May 2005
Principal Global Investors 2005 - 2005
Principal Financial Group 2005 - 2005
Skills
Fixed Income, Bloomberg, Hedge Funds, Securities, Emerging Markets, Equities, Derivatives, Private Equity, Portfolio Management, Alternative Investments, Bonds
Education
The University of Chicago - Booth School of Business 2004 — 2006
MBA, Analytical Finance
University of Iowa 1997 — 2001
BSE, Mechancial Engineering
Wellington Management January 2010 - Present
Wellington Management Company January 2007 - January 2010
LMS International March 1999 - May 2005
Principal Global Investors 2005 - 2005
Principal Financial Group 2005 - 2005
Skills
Fixed Income, Bloomberg, Hedge Funds, Securities, Emerging Markets, Equities, Derivatives, Private Equity, Portfolio Management, Alternative Investments, Bonds
Education
The University of Chicago - Booth School of Business 2004 — 2006
MBA, Analytical Finance
University of Iowa 1997 — 2001
BSE, Mechancial Engineering
James Lewin's Principal Financial Group Experience 2000 - Present
Job Technology analyst & writer with expertise in web analytics and Internet media
Industry Financial Services
Experience
Podcasting News November 2004 - Present
Synthtopia.com January 2003 - Present
Principal Financial Group 2000 - Present
Self-employed January 1999 - Present
Skills
Blogging, New Media, Web Analytics, Social Media Marketing, Publishing, Content Management, Social Media, Web Content Management, Publications, Email Marketing, HTML, Online Marketing, SEO, Digital Marketing, User Experience, SEM, Content Strategy, Digital Strategy, Web Development
Education
The University of Kansas 1982 — 1987
Podcasting News November 2004 - Present
Synthtopia.com January 2003 - Present
Principal Financial Group 2000 - Present
Self-employed January 1999 - Present
Skills
Blogging, New Media, Web Analytics, Social Media Marketing, Publishing, Content Management, Social Media, Web Content Management, Publications, Email Marketing, HTML, Online Marketing, SEO, Digital Marketing, User Experience, SEM, Content Strategy, Digital Strategy, Web Development
Education
The University of Kansas 1982 — 1987
Merle Pederson's Principal Financial Group Experience 1989 - Present
Job V.P. & Counsel at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group 1989 - Present
Iowa Legislative Assembly 1990 - 2010
North Dakota Insurance Department January 1985 - January 1989
North Dakota Legislative Council 1983 - 1985
Fleming Law Firm 1981 - 1983
Skills
Insurance, Government, Government Relations, Litigation, Compliance, Lobbying, Insurance Law, Public Policy, Legislative Relations, Grassroots Organizing, Politics, Legal Research, ERISA, Securities, Legislation, Strategic Communications, Policy, Public Affairs, Mediation, Policy Analysis, Political Campaigns, Corporate Law, Legal Writing, Claim, Securities Regulation, Estate Planning, Corporate Governance, Privacy Law, Commercial Litigation, Employment Law, Legal Compliance, Licensing, Appeals, Arbitration, Civil Litigation, Grassroots
Education
The University of North Dakota School of Law 1978 — 1981
Doctor of Law (J.D.), Law
The University of North Dakota 1974 — 1978
B.S. Magna Cum Laude, Political Science
Principal Financial Group 1989 - Present
Iowa Legislative Assembly 1990 - 2010
North Dakota Insurance Department January 1985 - January 1989
North Dakota Legislative Council 1983 - 1985
Fleming Law Firm 1981 - 1983
Skills
Insurance, Government, Government Relations, Litigation, Compliance, Lobbying, Insurance Law, Public Policy, Legislative Relations, Grassroots Organizing, Politics, Legal Research, ERISA, Securities, Legislation, Strategic Communications, Policy, Public Affairs, Mediation, Policy Analysis, Political Campaigns, Corporate Law, Legal Writing, Claim, Securities Regulation, Estate Planning, Corporate Governance, Privacy Law, Commercial Litigation, Employment Law, Legal Compliance, Licensing, Appeals, Arbitration, Civil Litigation, Grassroots
Education
The University of North Dakota School of Law 1978 — 1981
Doctor of Law (J.D.), Law
The University of North Dakota 1974 — 1978
B.S. Magna Cum Laude, Political Science
Chris McMahan's Principal Financial Group Experience May 1992 - May 1995
Job Monarch Medical Diagnostics
Industry Health, Wellness and Fitness
Experience
Monarch Medical Diagnostics September 2009 - Present
Pinnacle Business Systems October 2007 - November 2009
Wireless Retail 2000 - 2006
Grant Thornton April 1995 - May 2000
Principal Financial Group May 1992 - May 1995
Education
The University of Texas at San Antonio 1988 — 1992
BS, Accounting and Business/Management
Monarch Medical Diagnostics September 2009 - Present
Pinnacle Business Systems October 2007 - November 2009
Wireless Retail 2000 - 2006
Grant Thornton April 1995 - May 2000
Principal Financial Group May 1992 - May 1995
Education
The University of Texas at San Antonio 1988 — 1992
BS, Accounting and Business/Management
Charlotte Wells's Principal Financial Group Experience 1980 - 1993
Job Director of Compliance at Supreme Lending
Industry Financial Services
Experience
Supreme Lending September 2014 - Present
Gateway Mortgage Group, LLC May 2013 - August 2014
MetLife Home Loans June 2011 - April 2013
W.J. Bradley Company November 2010 - July 2011
Affiliated Financial Group, LLC. June 2009 - November 2010
Aurora Loan Services July 2005 - January 2008
Aurora Loan Services , A Lehman Brother's Company July 2005 - January 2008
Wells Fargo Home Mortgage 2004 - 2005
Radian Guaranty 1999 - 2004
Principal Financial Group 1980 - 1993
Skills
FHA DE underwriter, Conventional..., Jumbo underwriting, Credit, Mortgage, Underwriting, Mortgage Lending, Loans, Mortgage Banking, Compliance, Risk Management, Credit Analysis, Problem Solving, Operations Management, FHA, Mortgage Servicing, OCC Audit Review, Due Diligence, Policy Analysis, Legal Research, Analysis, Budgets, Credit Risk, Financial Services, Leadership, Loan Origination, Management, Mortgage Underwriting, Process Improvement, Team Building, VA loans
Education
The University of Texas at Arlington 1976 — 1980
Bachelor of Business Administration, Management
The University of Texas at Arlington
Bachelor of Business Administration (BBA)
Supreme Lending September 2014 - Present
Gateway Mortgage Group, LLC May 2013 - August 2014
MetLife Home Loans June 2011 - April 2013
W.J. Bradley Company November 2010 - July 2011
Affiliated Financial Group, LLC. June 2009 - November 2010
Aurora Loan Services July 2005 - January 2008
Aurora Loan Services , A Lehman Brother's Company July 2005 - January 2008
Wells Fargo Home Mortgage 2004 - 2005
Radian Guaranty 1999 - 2004
Principal Financial Group 1980 - 1993
Skills
FHA DE underwriter, Conventional..., Jumbo underwriting, Credit, Mortgage, Underwriting, Mortgage Lending, Loans, Mortgage Banking, Compliance, Risk Management, Credit Analysis, Problem Solving, Operations Management, FHA, Mortgage Servicing, OCC Audit Review, Due Diligence, Policy Analysis, Legal Research, Analysis, Budgets, Credit Risk, Financial Services, Leadership, Loan Origination, Management, Mortgage Underwriting, Process Improvement, Team Building, VA loans
Education
The University of Texas at Arlington 1976 — 1980
Bachelor of Business Administration, Management
The University of Texas at Arlington
Bachelor of Business Administration (BBA)
Clark Heitkamp's Principal Financial Group Experience May 1992 - August 1992
Job Consulting Actuary at United Health Actuarial Services, Inc.
Industry Insurance
Experience
United Health Actuarial Services, Inc. December 2007 - Present
Mutual of Omaha 1995 - 2007
Lincoln Financial Group May 1993 - August 1995
Principal Financial Group May 1992 - August 1992
Skills
Long Term Care, Disability Insurance, Critical Illness, Actuarial, Dental, Health Insurance, Insurance, Actuarial Science, Risk Management, Retirement, Reinsurance, Underwriting, Long Term Care Insurance
Education
University of Nebraska-Lincoln 1990 — 1993
Bachelor of Science, Actuarial Science
The University of South Dakota 1988 — 1990
United Health Actuarial Services, Inc. December 2007 - Present
Mutual of Omaha 1995 - 2007
Lincoln Financial Group May 1993 - August 1995
Principal Financial Group May 1992 - August 1992
Skills
Long Term Care, Disability Insurance, Critical Illness, Actuarial, Dental, Health Insurance, Insurance, Actuarial Science, Risk Management, Retirement, Reinsurance, Underwriting, Long Term Care Insurance
Education
University of Nebraska-Lincoln 1990 — 1993
Bachelor of Science, Actuarial Science
The University of South Dakota 1988 — 1990
Nibu George Kurian's Principal Financial Group Experience August 2005 - December 2006
Job Sr Consultant at Epsilon
Industry Information Technology and Services
Experience
Epsilon June 2012 - Present
Wells Fargo June 2011 - May 2012
Farmers Mutual Hail Insurance January 2007 - May 2011
Principal Financial Group August 2005 - December 2006
Aflac January 2005 - July 2005
Education
The University of Dallas
Epsilon June 2012 - Present
Wells Fargo June 2011 - May 2012
Farmers Mutual Hail Insurance January 2007 - May 2011
Principal Financial Group August 2005 - December 2006
Aflac January 2005 - July 2005
Education
The University of Dallas
Beth Dorsett's Principal Financial Group Experience 2001 - 2002
Job VP Office of the President, Mortgage Servicing at Wells Fargo
Industry Financial Services
Experience
Wells Fargo October 2010 - Present
Wells Fargo May 2002 - October 2010
Principal Financial Group 2001 - 2002
SBC 1998 - 2001
KTXA-TV 1990 - 1998
Skills
Internal Communications, Mortgage Lending, Corporate Communications, Media Relations, Strategic Communications, Crisis Communications, Public Relations, Leadership, Complaint Management, Operational Risk..., Communication Training, Management, Marketing Communications, Strategy, Consumer Lending, Financial Services, Process Improvement, Risk Management, Relationship Management
Education
The University of Texas at Arlington 1985 — 1989
Wells Fargo October 2010 - Present
Wells Fargo May 2002 - October 2010
Principal Financial Group 2001 - 2002
SBC 1998 - 2001
KTXA-TV 1990 - 1998
Skills
Internal Communications, Mortgage Lending, Corporate Communications, Media Relations, Strategic Communications, Crisis Communications, Public Relations, Leadership, Complaint Management, Operational Risk..., Communication Training, Management, Marketing Communications, Strategy, Consumer Lending, Financial Services, Process Improvement, Risk Management, Relationship Management
Education
The University of Texas at Arlington 1985 — 1989
Mark Dehmel's Principal Financial Group Experience July 2007 - February 2012
Job Sales Director at John Hancock Retirement Plan Services
Industry Financial Services
Experience
John Hancock Financial Services April 2015 - Present
New York Life July 2012 - April 2015
Principal Financial Group July 2007 - February 2012
Enterprise Fund Distributors 2000 - 2007
Enterprise Fund Distributors 1998 - 2000
Skills
Series 7, Series 63, Series 65, Chartered Retirement..., Retirement, Financial Services, Defined Contribution, Investment Advisory, Investments, Fixed Income, Mutual Funds, Uniform Combined State..., Asset Allocation, 401k, Sales, Retirement Planning, Wealth Management..., Fiduciary, High Net Worth..., Sales Operations, Separately Managed...
Education
University of Virginia 1988 — 1992
BA, History
The University of Georgia
MBA, Marketing, Finance, Investments
John Hancock Financial Services April 2015 - Present
New York Life July 2012 - April 2015
Principal Financial Group July 2007 - February 2012
Enterprise Fund Distributors 2000 - 2007
Enterprise Fund Distributors 1998 - 2000
Skills
Series 7, Series 63, Series 65, Chartered Retirement..., Retirement, Financial Services, Defined Contribution, Investment Advisory, Investments, Fixed Income, Mutual Funds, Uniform Combined State..., Asset Allocation, 401k, Sales, Retirement Planning, Wealth Management..., Fiduciary, High Net Worth..., Sales Operations, Separately Managed...
Education
University of Virginia 1988 — 1992
BA, History
The University of Georgia
MBA, Marketing, Finance, Investments
Jody Ackerman's Principal Financial Group Experience April 2012 - August 2015
Job Regional Vice President
Industry Financial Services
Experience
John Hancock Financial Services August 2015 - Present
Principal Financial Group April 2012 - August 2015
Principal Financial Group January 2007 - April 2012
Transamerica Retirement Services September 2002 - December 2006
Nationwide Financial 2001 - 2002
Skills
401k, Defined Benefit, ESOP, Non-Qualified Deferred..., Series 7, Pensions, Retirement, Profit Sharing, Retirement Services, ERISA, Plan Design
Education
The Ohio State University Fisher College of Business 1992 — 1996
BS, Business - Finance
John Hancock Financial Services August 2015 - Present
Principal Financial Group April 2012 - August 2015
Principal Financial Group January 2007 - April 2012
Transamerica Retirement Services September 2002 - December 2006
Nationwide Financial 2001 - 2002
Skills
401k, Defined Benefit, ESOP, Non-Qualified Deferred..., Series 7, Pensions, Retirement, Profit Sharing, Retirement Services, ERISA, Plan Design
Education
The Ohio State University Fisher College of Business 1992 — 1996
BS, Business - Finance
James Fisher, CFA, CAIA's Principal Financial Group Experience 2006 - 2006
Job Senior Research Associate at Jeffrey Slocum & Associates
Industry Investment Management
Experience
Jeffrey Slocum & Associates June 2007 - Present
Jeffrey Slocum & Associates June 2006 - June 2007
Principal Financial Group 2006 - 2006
Skills
Hedge Funds, Institutional Portfolio..., Portfolio Management, Capital Markets, Alternative Investments, Asset Managment, Equity Research, Investments, Asset Allocation, Fixed Income, Financial Modeling, Equities, Bloomberg, Fund Of Funds, Equity Valuation, Asset Management, Investment Strategies
Education
University of Northern Iowa 2004 — 2006
B.A.
Trinity International University 2003 — 2004
Jeffrey Slocum & Associates June 2007 - Present
Jeffrey Slocum & Associates June 2006 - June 2007
Principal Financial Group 2006 - 2006
Skills
Hedge Funds, Institutional Portfolio..., Portfolio Management, Capital Markets, Alternative Investments, Asset Managment, Equity Research, Investments, Asset Allocation, Fixed Income, Financial Modeling, Equities, Bloomberg, Fund Of Funds, Equity Valuation, Asset Management, Investment Strategies
Education
University of Northern Iowa 2004 — 2006
B.A.
Trinity International University 2003 — 2004
Heidi Heinz's Principal Financial Group Experience June 1999 - September 2002
Job Leadership Development at Vemeer Corporation
Industry Human Resources
Experience
Vemeer Corporation September 2006 - Present
Pella Corporation December 2003 - September 2006
Principal Financial Group June 1999 - September 2002
principal financial group 1999 - 2002
Education
The University of South Dakota 1993 — 1999
Vemeer Corporation September 2006 - Present
Pella Corporation December 2003 - September 2006
Principal Financial Group June 1999 - September 2002
principal financial group 1999 - 2002
Education
The University of South Dakota 1993 — 1999
Gerald Lewis's Principal Financial Group Experience 1997 - 1997
Job Program Manager at Harte Hanks
Industry Consumer Services
Experience
Harte Hanks May 2013 - Present
Harte Hanks, Inc. April 2010 - May 2013
Boon-Chapman June 2009 - January 2010
Education Finance Partners January 2007 - August 2008
Dell 1997 - 2007
Dell Financial Services 1997 - 2007
Principal Financial Group 1997 - 1997
Skills
Customer Service, Business Development, B2B, Call Center, Process Improvement, Salesforce.com, Customer Experience, Account Management, Sales, Team Building, Workforce Management, Project Management, Training, Sales Management, Customer Retention, Call Centers, Sales Operations, Leadership, Management
Education
The University of Texas at Austin
Bachelor's degree, Economics
Harte Hanks May 2013 - Present
Harte Hanks, Inc. April 2010 - May 2013
Boon-Chapman June 2009 - January 2010
Education Finance Partners January 2007 - August 2008
Dell 1997 - 2007
Dell Financial Services 1997 - 2007
Principal Financial Group 1997 - 1997
Skills
Customer Service, Business Development, B2B, Call Center, Process Improvement, Salesforce.com, Customer Experience, Account Management, Sales, Team Building, Workforce Management, Project Management, Training, Sales Management, Customer Retention, Call Centers, Sales Operations, Leadership, Management
Education
The University of Texas at Austin
Bachelor's degree, Economics
Gil Davis's Principal Financial Group Experience November 1998 - January 2000
Job Infomation Security Engineer at Wells Fargo
Industry Financial Services
Experience
Wells Fargo August 2000 - Present
Modern Solutions, Inc. January 2000 - August 2000
Principal Financial Group November 1998 - January 2000
Cedarwood Development April 1997 - November 1998
US Army August 1986 - August 1990
Skills
Disaster Recovery, Process Improvement, Troubleshooting, Information Security, Network Administration, Visio, Microsoft Technologies, Cloud Computing, Windows Server, Firewalls, Active Directory, Risk Management, Identity Management, CISSP, XP, Leadership, SharePoint, Security, Project Management, Windows XP, Network Security, Information Security..., Integration
Education
The University of Akron 1992 — 1996
BS, Accounting
Wells Fargo August 2000 - Present
Modern Solutions, Inc. January 2000 - August 2000
Principal Financial Group November 1998 - January 2000
Cedarwood Development April 1997 - November 1998
US Army August 1986 - August 1990
Skills
Disaster Recovery, Process Improvement, Troubleshooting, Information Security, Network Administration, Visio, Microsoft Technologies, Cloud Computing, Windows Server, Firewalls, Active Directory, Risk Management, Identity Management, CISSP, XP, Leadership, SharePoint, Security, Project Management, Windows XP, Network Security, Information Security..., Integration
Education
The University of Akron 1992 — 1996
BS, Accounting
Jamie Amelio's Principal Financial Group Experience April 1991 - December 1998
Job CEO and Founder of Caring for Cambodia
Industry Philanthropy
Experience
Caring for Cambodia January 2003 - Present
Meadow Lane Publishing January 2012 - Present
Principal Financial Group April 1991 - December 1998
Skills
Fundraising, Strategic Planning, Business Strategy, Start-ups, Non-profits, Nonprofits, Event Planning, Mergers & Acquisitions, Public Speaking, Philanthropy, Social Media, Entrepreneurship, Teaching, Marketing Strategy, Public Relations, Organizational..., Strategy, Leadership, Event Management, Strategic Partnerships, Leadership Development, Social Media Marketing
Education
The University of Texas at Austin
Bachelor's degree, Business and Personal/Financial Services Marketing Operations
Caring for Cambodia January 2003 - Present
Meadow Lane Publishing January 2012 - Present
Principal Financial Group April 1991 - December 1998
Skills
Fundraising, Strategic Planning, Business Strategy, Start-ups, Non-profits, Nonprofits, Event Planning, Mergers & Acquisitions, Public Speaking, Philanthropy, Social Media, Entrepreneurship, Teaching, Marketing Strategy, Public Relations, Organizational..., Strategy, Leadership, Event Management, Strategic Partnerships, Leadership Development, Social Media Marketing
Education
The University of Texas at Austin
Bachelor's degree, Business and Personal/Financial Services Marketing Operations
Elizabeth Ahern's Principal Financial Group Experience December 2008 - April 2010
Job Experienced Executive Assistant and Paralegal
Industry Executive Office
Experience
MATRIX Resources October 2014 - Present
Epsilon April 2011 - October 2014
Principal Financial Group December 2008 - April 2010
Gordon & Rees LLP December 2007 - December 2008
Texas Instruments IncorporatedDALLAS August 2007 - November 2007
Yee & Associates February 2007 - July 2007
BWC Photo Imaging Labs January 2005 - January 2006
Skills
Legal Writing, Intellectual Property, Trademarks, Patents, Trials, Patent Prosecution, Appeals, Copyright Law, Courts, Visio, Mediation, Invoicing, Microsoft Excel, Westlaw, Databases, Spreadsheets, Leadership, Management
Education
The University of Texas at Dallas 2001 — 2005
Business Administration
Dallas County Community County College 2000 — 2002
Paralegal Certificate
MATRIX Resources October 2014 - Present
Epsilon April 2011 - October 2014
Principal Financial Group December 2008 - April 2010
Gordon & Rees LLP December 2007 - December 2008
Texas Instruments IncorporatedDALLAS August 2007 - November 2007
Yee & Associates February 2007 - July 2007
BWC Photo Imaging Labs January 2005 - January 2006
Skills
Legal Writing, Intellectual Property, Trademarks, Patents, Trials, Patent Prosecution, Appeals, Copyright Law, Courts, Visio, Mediation, Invoicing, Microsoft Excel, Westlaw, Databases, Spreadsheets, Leadership, Management
Education
The University of Texas at Dallas 2001 — 2005
Business Administration
Dallas County Community County College 2000 — 2002
Paralegal Certificate
Greg Childress's Principal Financial Group Experience May 1995 - October 1995
Job Investment Sales & Services Manager
Industry Financial Services
Experience
USAA July 2013 - Present
TD Ameritrade March 2002 - March 2012
TD Ameritrade April 1996 - February 2002
Principal Financial Group May 1995 - October 1995
Reynolds Kendrick Stratton, Inc. January 1992 - July 1994
Skills
Financial Services, Risk Management, Series 7, Retirement Planning, Financial Risk, Wealth Management, Mutual Funds, Series 63, Uniform Combined State..., Retirement, Finance, Investment Advisory, Strategic Financial..., Investments, Securities, IRAs, Asset Allocation, Financial Advisory, Portfolio Management, Equities, Investment Strategies, Series 65, ETFs, Options, FINRA, Asset Management
Education
The University of Texas at Austin
USAA July 2013 - Present
TD Ameritrade March 2002 - March 2012
TD Ameritrade April 1996 - February 2002
Principal Financial Group May 1995 - October 1995
Reynolds Kendrick Stratton, Inc. January 1992 - July 1994
Skills
Financial Services, Risk Management, Series 7, Retirement Planning, Financial Risk, Wealth Management, Mutual Funds, Series 63, Uniform Combined State..., Retirement, Finance, Investment Advisory, Strategic Financial..., Investments, Securities, IRAs, Asset Allocation, Financial Advisory, Portfolio Management, Equities, Investment Strategies, Series 65, ETFs, Options, FINRA, Asset Management
Education
The University of Texas at Austin
Ahmed Choudhury's Principal Financial Group Experience June 2001 - Present
Job Lead IT Systems Analyst at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group June 2001 - Present
Education
The University of South Dakota
MBA/MIS, Management Information System
The University of South Dakota
BS, Business & Comp Sci
Principal Financial Group June 2001 - Present
Education
The University of South Dakota
MBA/MIS, Management Information System
The University of South Dakota
BS, Business & Comp Sci
David Pahl, CLU's Principal Financial Group Experience 2004 - 2004
Job Senior Sales Vice President at Quality Quote Insurance Solutions
Industry Insurance
Experience
Quality Quote Insurance Solutions Regional DirectorPenn MutualDecember 2012 - June 2014
ING September 2007 - October 2012
First Choice Brokerage August 2006 - August 2007
New York Life Brokerage November 1995 - November 2005
Principal Financial Group 2004 - 2004
Healy & Associates July 1994 - October 1995
Partners Financial aka NFP May 1992 - June 1994
Skills
Life Insurance, Series 6, Series 7, Series 63, Series 24, Estate Planning, Investments, Fixed Annuities, Variable Annuities, Indexed Universal Life, Whole Life, Business Continuity..., Universal Life, Financial Services, Financial Planners, Sales, Pensions, Financial Advisory, Investment Advisory, Health Insurance, Financial Planning
Education
The University of Texas at Arlington
Quality Quote Insurance Solutions Regional DirectorPenn MutualDecember 2012 - June 2014
ING September 2007 - October 2012
First Choice Brokerage August 2006 - August 2007
New York Life Brokerage November 1995 - November 2005
Principal Financial Group 2004 - 2004
Healy & Associates July 1994 - October 1995
Partners Financial aka NFP May 1992 - June 1994
Skills
Life Insurance, Series 6, Series 7, Series 63, Series 24, Estate Planning, Investments, Fixed Annuities, Variable Annuities, Indexed Universal Life, Whole Life, Business Continuity..., Universal Life, Financial Services, Financial Planners, Sales, Pensions, Financial Advisory, Investment Advisory, Health Insurance, Financial Planning
Education
The University of Texas at Arlington
Brock Glessner's Principal Financial Group Experience December 2011 - Present
Job Sr. Sales Rep Group NonMed at Principal Financial Group
Industry Insurance
Experience
Principal Financial Group December 2011 - Present
Standard Insurance Company June 2008 - February 2012
Skills
Employee Benefits, Life Insurance, Disability Insurance, Insurance
Education
The University of Kansas 2003 — 2007
Bachelor, Accounting
Principal Financial Group December 2011 - Present
Standard Insurance Company June 2008 - February 2012
Skills
Employee Benefits, Life Insurance, Disability Insurance, Insurance
Education
The University of Kansas 2003 — 2007
Bachelor, Accounting
Lee Donner's Principal Financial Group Experience 1994 - 1996
Job Managing Director at First Southwest Company
Industry Investment Banking
Experience
First Southwest Company Managing DirectorFirst Southwest CompanyJuly 1999 - Present
Everan Securities July 1996 - July 1999
Principal Financial Group 1994 - 1996
Llama Company 1989 - 1994
Rauscher Pierce Refnes in Dallas 1984 - 1989
Skills
ABS, Asset Management, Banking, Bonds, Budgets, Capital Markets, Corporate Finance, Credit Analysis, Derivatives, Due Diligence, Finance, Financial Analysis, Financial Modeling, Financial Services, Alternative Investments, Financial Structuring, Fixed Income, Investment Banking, Investments, Loans, Management, Mergers & Acquisitions, Portfolio Management, Public Speaking, Risk Management, Securities, Securitization, Series 63, Series 7, Strategic Financial..., Strategic Planning, Strategy, Structured Finance, Structured Products, Valuation, Equities
Education
The University of Texas at Arlington 1968 — 1974
Bachelors, English Literature/Chemistry
First Southwest Company Managing DirectorFirst Southwest CompanyJuly 1999 - Present
Everan Securities July 1996 - July 1999
Principal Financial Group 1994 - 1996
Llama Company 1989 - 1994
Rauscher Pierce Refnes in Dallas 1984 - 1989
Skills
ABS, Asset Management, Banking, Bonds, Budgets, Capital Markets, Corporate Finance, Credit Analysis, Derivatives, Due Diligence, Finance, Financial Analysis, Financial Modeling, Financial Services, Alternative Investments, Financial Structuring, Fixed Income, Investment Banking, Investments, Loans, Management, Mergers & Acquisitions, Portfolio Management, Public Speaking, Risk Management, Securities, Securitization, Series 63, Series 7, Strategic Financial..., Strategic Planning, Strategy, Structured Finance, Structured Products, Valuation, Equities
Education
The University of Texas at Arlington 1968 — 1974
Bachelors, English Literature/Chemistry
Peter Hyjek's Principal Financial Group Experience March 2002 - Present
Job Senior Financial Advisor at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group March 2002 - Present
Woodburn Group 1993 - 2002
McGladrey & Pullen 1993 - 1993
Lawson Software 1990 - 1993
Education
The University of North Dakota 1985 — 1989
Bachelor of Accountancy, Accounting
FSH
FSH
Principal Financial Group March 2002 - Present
Woodburn Group 1993 - 2002
McGladrey & Pullen 1993 - 1993
Lawson Software 1990 - 1993
Education
The University of North Dakota 1985 — 1989
Bachelor of Accountancy, Accounting
FSH
FSH
Emily Blechman's Principal Financial Group Experience January 2010 - Present
Job Office Administrator at Principal Financial Group
Industry Insurance
Experience
Principal Financial Group January 2010 - Present
New York Life May 2001 - Present
MassMutual 1991 - 1996
Skills
Public Speaking, Strategic Planning, Risk Management, Team Building, Insurance, Budgets, Customer Service, Training, Organizational..., Event Planning, Microsoft Office, Negotiation, Financial Analysis, Team Leadership, Organization Skills, Partnerships, Nonprofits
Education
The University of Texas at Austin 1976 — 1980
BS, Education
Principal Financial Group January 2010 - Present
New York Life May 2001 - Present
MassMutual 1991 - 1996
Skills
Public Speaking, Strategic Planning, Risk Management, Team Building, Insurance, Budgets, Customer Service, Training, Organizational..., Event Planning, Microsoft Office, Negotiation, Financial Analysis, Team Leadership, Organization Skills, Partnerships, Nonprofits
Education
The University of Texas at Austin 1976 — 1980
BS, Education
Kim Boyette's Principal Financial Group Experience June 2010 - Present
Job Regional Retirement Specialist / Sales Rep for the Principal Financial Group / Princor Registered Rep
Industry Financial Services
Experience
Principal Financial Group June 2010 - Present
American Century Investments January 2003 - November 2008
American Century Investments January 1999 - January 2003
Skills
401k, Retirement Planning, Retirement, Financial Advisory, Financial Services, Pensions, Defined Benefit, Relationship Management, Wealth, Qualified Retirement...
Education
Webster University 1995 — 1997
MBA, MBA
The University of Kansas 1988 — 1992
Journalism, Business Communications
The University of Kansas 1988 — 1992
Bachelor’s Degree, Journalism, Business Communications
Principal Financial Group June 2010 - Present
American Century Investments January 2003 - November 2008
American Century Investments January 1999 - January 2003
Skills
401k, Retirement Planning, Retirement, Financial Advisory, Financial Services, Pensions, Defined Benefit, Relationship Management, Wealth, Qualified Retirement...
Education
Webster University 1995 — 1997
MBA, MBA
The University of Kansas 1988 — 1992
Journalism, Business Communications
The University of Kansas 1988 — 1992
Bachelor’s Degree, Journalism, Business Communications
Nancy Brownlee's Principal Financial Group Experience June 2009 - February 2011
Job Family Nurse Practitioner at UTMB, Urology
Industry Medical Practice
Experience
UTMB, Urology March 2014 - Present
University of Texas at Houston May 2011 - December 2013
Principal Financial Group June 2009 - February 2011
Cook Urological 1988 - 2001
Skills
Customer Service, Strategic Planning, Microsoft Office, Investments, Leadership, Risk Management, Financial Analysis, Public Speaking, Equities, Retirement Planning, Process Improvement, Strategic Financial..., Series 7, Research, Insurance
Education
The University of Texas Health Science Center at Houston 2011 — 2013
Master of Science in Nursing, Famly Nurse Practitioner, Nursing
UTMB, Urology March 2014 - Present
University of Texas at Houston May 2011 - December 2013
Principal Financial Group June 2009 - February 2011
Cook Urological 1988 - 2001
Skills
Customer Service, Strategic Planning, Microsoft Office, Investments, Leadership, Risk Management, Financial Analysis, Public Speaking, Equities, Retirement Planning, Process Improvement, Strategic Financial..., Series 7, Research, Insurance
Education
The University of Texas Health Science Center at Houston 2011 — 2013
Master of Science in Nursing, Famly Nurse Practitioner, Nursing
Terry Huston, SPHR's Principal Financial Group Experience July 2005 - November 2005
Job Senior Talent Management Consultant
Industry Human Resources
Experience
Huston Consulting April 2011 - Present
HRIZONS April 2011 - Present
SumTotal Systems January 2011 - March 2011
GeoLearning July 2007 - January 2011
Meredith November 2005 - July 2007
Principal Financial Group July 2005 - November 2005
ADP March 1997 - July 2005
CE Software May 1995 - February 1997
Gateway August 1990 - December 1994
Skills
Learning Management, Talent Management, HRIS, Learning Management..., Performance Management, Onboarding, Human Resources, Needs Analysis, SaaS, Instructional Design, E-Learning, Training, Process Improvement, Management, Leadership, Software Documentation, Personnel Management, Enterprise Software, Salesforce.com, Succession Planning, Team Building, Technical Documentation, Project Planning, Analysis, Consulting, Employee Benefits, Coaching, Business Strategy, Sales
Education
The University of South Dakota 1978 — 1982
BS in Education
Huston Consulting April 2011 - Present
HRIZONS April 2011 - Present
SumTotal Systems January 2011 - March 2011
GeoLearning July 2007 - January 2011
Meredith November 2005 - July 2007
Principal Financial Group July 2005 - November 2005
ADP March 1997 - July 2005
CE Software May 1995 - February 1997
Gateway August 1990 - December 1994
Skills
Learning Management, Talent Management, HRIS, Learning Management..., Performance Management, Onboarding, Human Resources, Needs Analysis, SaaS, Instructional Design, E-Learning, Training, Process Improvement, Management, Leadership, Software Documentation, Personnel Management, Enterprise Software, Salesforce.com, Succession Planning, Team Building, Technical Documentation, Project Planning, Analysis, Consulting, Employee Benefits, Coaching, Business Strategy, Sales
Education
The University of South Dakota 1978 — 1982
BS in Education
Mark B. Mattlage's Principal Financial Group Experience May 2010 - June 2011
Job Vice President of Sales and Account Management at Memorial Hermann Health System
Industry Insurance
Experience
Memorial Hermann Health Solutions July 2013 - Present
Golden Outlook Insurance Services June 2011 - June 2013
Principal Financial Group May 2010 - June 2011
Sterling Life Insurance Company January 2009 - May 2010
HomeVestors March 2000 - December 2008
HeathAllies.com January 2000 - November 2001
PacifiCare Health Systems May 1990 - December 1999
Skills
Strategic Planning, Marketing Strategy, Business Development, Strategy, Employee Benefits, Leadership, Strategic Partnerships, Insurance, Management, Business Planning, Contract Negotiation, Direct Sales, Health Insurance, Life Insurance, Process Improvement, Training, Negotiation, B2B, Account Management, Small Business, Marketing, Budgets, Selling, Medicare, Recruiting, Underwriting, Healthcare, Mergers & Acquisitions, Product Development, Sales
Education
The University of Texas at Austin 1983 — 1988
BBA, Finance, Marketing
Arlington High School
Memorial Hermann Health Solutions July 2013 - Present
Golden Outlook Insurance Services June 2011 - June 2013
Principal Financial Group May 2010 - June 2011
Sterling Life Insurance Company January 2009 - May 2010
HomeVestors March 2000 - December 2008
HeathAllies.com January 2000 - November 2001
PacifiCare Health Systems May 1990 - December 1999
Skills
Strategic Planning, Marketing Strategy, Business Development, Strategy, Employee Benefits, Leadership, Strategic Partnerships, Insurance, Management, Business Planning, Contract Negotiation, Direct Sales, Health Insurance, Life Insurance, Process Improvement, Training, Negotiation, B2B, Account Management, Small Business, Marketing, Budgets, Selling, Medicare, Recruiting, Underwriting, Healthcare, Mergers & Acquisitions, Product Development, Sales
Education
The University of Texas at Austin 1983 — 1988
BBA, Finance, Marketing
Arlington High School
Rick Bruce's Principal Financial Group Experience January 2012 - Present
Job Director of Business Development TPA at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group January 2012 - Present
Legg Mason Global Asset Management April 2010 - February 2012
Legg Mason April 2009 - April 2010
Legg Mason August 2007 - April 2009
Nationwide November 1999 - August 2007
Nationwide February 1997 - November 1999
Nationwide December 1991 - February 1997
TPM Pension Consultants September 1990 - December 1991
Bank of Beverly Hills Qualified Plans September 1987 - January 1989
Skills
Public Speaking, Business Planning, Leadership, Retirement, Qualified Retirement..., Mutual Funds, Asset Allocation, Retirement Planning, Investments, Financial Services, Wealth Management, Fixed Annuities, Pensions, Retirement Plan..., Relationship Management, Series 63, Series 7, 401k
Education
The University of Texas at Austin - Red McCombs School of Business 1978 — 1984
BBA, Finance
Principal Financial Group January 2012 - Present
Legg Mason Global Asset Management April 2010 - February 2012
Legg Mason April 2009 - April 2010
Legg Mason August 2007 - April 2009
Nationwide November 1999 - August 2007
Nationwide February 1997 - November 1999
Nationwide December 1991 - February 1997
TPM Pension Consultants September 1990 - December 1991
Bank of Beverly Hills Qualified Plans September 1987 - January 1989
Skills
Public Speaking, Business Planning, Leadership, Retirement, Qualified Retirement..., Mutual Funds, Asset Allocation, Retirement Planning, Investments, Financial Services, Wealth Management, Fixed Annuities, Pensions, Retirement Plan..., Relationship Management, Series 63, Series 7, 401k
Education
The University of Texas at Austin - Red McCombs School of Business 1978 — 1984
BBA, Finance
Todd Dunaway's Principal Financial Group Experience April 2013 - Present
Job Regional Retirement Specialist / Sr. Sales Rep for the Principal Financial Group / Princor Registered Rep
Industry Investment Management
Experience
Principal Financial Group April 2013 - Present
Guardian Investor Services LLC, Park Avenue Securities 2010 - April 2013
Principal Financial Group October 2003 - December 2009
Principal Financial Group February 1986 - September 2003
Skills
Retirement, Defined Benefit, Retirement Planning, 401k, Pensions, IRAs, Defined Contribution
Education
The University of Memphis 1982 — 1985
BBA, Finance
Principal Financial Group April 2013 - Present
Guardian Investor Services LLC, Park Avenue Securities 2010 - April 2013
Principal Financial Group October 2003 - December 2009
Principal Financial Group February 1986 - September 2003
Skills
Retirement, Defined Benefit, Retirement Planning, 401k, Pensions, IRAs, Defined Contribution
Education
The University of Memphis 1982 — 1985
BBA, Finance
Carroll Curry's Principal Financial Group Experience January 2015 - Present
Job Financial Services Representative
Industry Financial Services
Experience
Principal Financial Group January 2015 - Present
MAG Mutual FInancial Services, LLC March 2006 - December 2014
Skills
401k, 403 b, SEP IRA, Simple IRA, Fixed Annuities, Variable Annuities, Business Continuity..., Business Overhead..., Buy-sell Agreements, Deferred Compensation, Disability Insurance, Executive Benefit..., Needs Analysis, Income Protection, Traditional IRA, Roth IRA, Key Person Insurance, Mutual Funds, Retirement Planning, Series 6, Series 63, Survivor Income, Term Life Insurance, Universal Life
Education
Thomas Edison State College
Bachelor's degree
Principal Financial Group January 2015 - Present
MAG Mutual FInancial Services, LLC March 2006 - December 2014
Skills
401k, 403 b, SEP IRA, Simple IRA, Fixed Annuities, Variable Annuities, Business Continuity..., Business Overhead..., Buy-sell Agreements, Deferred Compensation, Disability Insurance, Executive Benefit..., Needs Analysis, Income Protection, Traditional IRA, Roth IRA, Key Person Insurance, Mutual Funds, Retirement Planning, Series 6, Series 63, Survivor Income, Term Life Insurance, Universal Life
Education
Thomas Edison State College
Bachelor's degree
Richard Hood's Principal Financial Group Experience October 1999 - Present
Job Regional Retirement Plan Professional/Vice President for Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group October 1999 - Present
Skills
Defined Benefit, Series 7, Profit Sharing, Retirement Plan..., Retirement, Series 63, ERISA, Retirement Planning, Pensions, Mutual Funds, Investments, Defined Contribution, Series 24
Education
The University of Memphis
Principal Financial Group October 1999 - Present
Skills
Defined Benefit, Series 7, Profit Sharing, Retirement Plan..., Retirement, Series 63, ERISA, Retirement Planning, Pensions, Mutual Funds, Investments, Defined Contribution, Series 24
Education
The University of Memphis
Hasan Talukdar's Principal Financial Group Experience May 1997 - July 2000
Job Director of IT Communication and Collaboration Services at LinkedIn
Industry Computer Networking
Experience
LinkedIn May 2014 - Present
Cisco Systems September 2012 - April 2014
Cisco Systems July 2009 - August 2012
Cisco Systems January 2006 - June 2009
Cisco Systems July 2000 - December 2005
Principal Financial Group May 1997 - July 2000
Skills
Data Center, Cisco Technologies, Network Architecture, Virtualization, Switches, Cloud Computing, Unified Communications, Network Security, VDI, WAN, Cisco IOS, ITIL, Wireless, Managed Services, Network Design, Firewalls, IT Strategy, Security, OSPF, IT Service Management, Enterprise Architecture, CCIE, Routing, TCP/IP, VoIP
Education
University of Kansas 1993 — 1997
BSEE, Electrical Engineering
LinkedIn May 2014 - Present
Cisco Systems September 2012 - April 2014
Cisco Systems July 2009 - August 2012
Cisco Systems January 2006 - June 2009
Cisco Systems July 2000 - December 2005
Principal Financial Group May 1997 - July 2000
Skills
Data Center, Cisco Technologies, Network Architecture, Virtualization, Switches, Cloud Computing, Unified Communications, Network Security, VDI, WAN, Cisco IOS, ITIL, Wireless, Managed Services, Network Design, Firewalls, IT Strategy, Security, OSPF, IT Service Management, Enterprise Architecture, CCIE, Routing, TCP/IP, VoIP
Education
University of Kansas 1993 — 1997
BSEE, Electrical Engineering
Norbert Herbert's Principal Financial Group Experience November 1989 - November 2006
Job New Business Manager at CIGNA Healthcare
Industry Hospital & Health Care
Experience
CIGNA Healthcare November 2006 - Present
Principal Financial Group November 1989 - November 2006
Skills
Medicare, Health Insurance, Employee Benefits, Insurance, Account Management, Sales, Health Savings Accounts, Underwriting, Disability Insurance, Managed Care, Process Improvement, Brokers, Life Insurance, Long-term Care, Health Care Reform
Education
University of Kansas 1987 — 1989
BA, Communications
Washburn University 1985 — 1987
CIGNA Healthcare November 2006 - Present
Principal Financial Group November 1989 - November 2006
Skills
Medicare, Health Insurance, Employee Benefits, Insurance, Account Management, Sales, Health Savings Accounts, Underwriting, Disability Insurance, Managed Care, Process Improvement, Brokers, Life Insurance, Long-term Care, Health Care Reform
Education
University of Kansas 1987 — 1989
BA, Communications
Washburn University 1985 — 1987
Aaron Tramel's Principal Financial Group Experience January 2013 - Present
Job Associate at Principal Financial Group
Industry Oil & Energy
Experience
Principal Financial Group January 2013 - Present
CSC June 2011 - November 2011
Pure Energy Solutions April 2009 - July 2009
Johnson Controls, Inc July 2007 - September 2007
Gringo's Mexican Kitchen April 2003 - August 2004
Skills
Forecasting, Risk Management, Energy, Financial Modeling, Financial Analysis, Business Process..., Analysis, Microsoft Office, Microsoft Excel, Customer Service, Business Intelligence, Optimizations, Corporate Finance, Oracle E-Business Suite, Linux, Oracle Applications, Android Development, Java, Commodity Risk..., Lotus Notes, RBAC, Oil & Gas Industry, Equity Valuation, Ubuntu, Market Analysis, Project Finance, Oracle Crystal Ball, Morningstar Advisor..., Business Analysis
Education
University of Houston, C.T. Bauer College of Business 2010 — 2012
Master of Business Administration, Energy Finance
The University of Texas at Austin 2004 — 2008
Bachelor of Arts, Economcis
Principal Financial Group January 2013 - Present
CSC June 2011 - November 2011
Pure Energy Solutions April 2009 - July 2009
Johnson Controls, Inc July 2007 - September 2007
Gringo's Mexican Kitchen April 2003 - August 2004
Skills
Forecasting, Risk Management, Energy, Financial Modeling, Financial Analysis, Business Process..., Analysis, Microsoft Office, Microsoft Excel, Customer Service, Business Intelligence, Optimizations, Corporate Finance, Oracle E-Business Suite, Linux, Oracle Applications, Android Development, Java, Commodity Risk..., Lotus Notes, RBAC, Oil & Gas Industry, Equity Valuation, Ubuntu, Market Analysis, Project Finance, Oracle Crystal Ball, Morningstar Advisor..., Business Analysis
Education
University of Houston, C.T. Bauer College of Business 2010 — 2012
Master of Business Administration, Energy Finance
The University of Texas at Austin 2004 — 2008
Bachelor of Arts, Economcis
Mary Bostwick's Principal Financial Group Experience June 2008 - September 2008
Job Compliance Analyst at Dimensional Fund Advisors
Industry Financial Services
Experience
Dimensional Fund Advisors June 2015 - Present
NFP Advisor Services June 2014 - June 2015
NFP Advisor Services Group May 2013 - June 2014
The Trust Company 2011 - May 2013
Remington College June 2009 - April 2010
University of Texas at Austin October 2005 - May 2009
Principal Financial Group June 2008 - September 2008
Skills
Spanish, PowerPoint, Customer Service, Microsoft Office, Financial Services, Wealth Management, Series 63, Series 7, Microsoft Excel, Series 24
Education
The University of Texas at Austin 2005 — 2009
B.A., Hispanic Studies
Universidad de Sevilla
Dimensional Fund Advisors June 2015 - Present
NFP Advisor Services June 2014 - June 2015
NFP Advisor Services Group May 2013 - June 2014
The Trust Company 2011 - May 2013
Remington College June 2009 - April 2010
University of Texas at Austin October 2005 - May 2009
Principal Financial Group June 2008 - September 2008
Skills
Spanish, PowerPoint, Customer Service, Microsoft Office, Financial Services, Wealth Management, Series 63, Series 7, Microsoft Excel, Series 24
Education
The University of Texas at Austin 2005 — 2009
B.A., Hispanic Studies
Universidad de Sevilla
Jacob Stull's Principal Financial Group Experience May 2012 - Present
Job Senior Sales Representative at Principal Financial Group
Industry Insurance
Experience
Principal Financial Group May 2012 - Present
Prudential Financial March 2010 - May 2012
Encore Advisors, LLC August 2007 - March 2010
BIS Benefits, Inc. September 2005 - August 2007
Education
The University of Georgia 1999 — 2003
Bachelor of Business Administration (B.B.A.), Risk Management & Insurance
Principal Financial Group May 2012 - Present
Prudential Financial March 2010 - May 2012
Encore Advisors, LLC August 2007 - March 2010
BIS Benefits, Inc. September 2005 - August 2007
Education
The University of Georgia 1999 — 2003
Bachelor of Business Administration (B.B.A.), Risk Management & Insurance
Brenda Rohr's Principal Financial Group Experience October 2011 - November 2011
Job Elementary Spanish teacher at West Des Moines Public Schools
Industry Education Management
Experience
Equifax May 2012 - March 2013
In Home Daycare January 2012 - April 2012
Principal Financial Group October 2011 - November 2011
West Des Moines Public Schools November 2002 - December 2010
Skills
Language Teaching, Teaching/mentoring, bilingu, K-12 Education, Higher Education, Instructional Technology, Educational Technology
Education
University of William Penn 2006 — 2008
K-12 ESL endorsement
The University of South Dakota 1992 — 1996
BA, Spanish
Equifax May 2012 - March 2013
In Home Daycare January 2012 - April 2012
Principal Financial Group October 2011 - November 2011
West Des Moines Public Schools November 2002 - December 2010
Skills
Language Teaching, Teaching/mentoring, bilingu, K-12 Education, Higher Education, Instructional Technology, Educational Technology
Education
University of William Penn 2006 — 2008
K-12 ESL endorsement
The University of South Dakota 1992 — 1996
BA, Spanish
Ann Eichman RN, CPC, CCM, FLMI, ALHC, MHP's Principal Financial Group Experience April 1989 - Present
Job Clinical Coding Nurse at WellMed Medical Management
Industry Insurance
Experience
WellMed Medical Management July 2012 - Present
Principal Financial Group April 1989 - Present
Principal Financial Group December 1995 - March 2010
Education
The University of Texas at San Antonio 1988 — 1990
towards BS, Nursing
WellMed Medical Management July 2012 - Present
Principal Financial Group April 1989 - Present
Principal Financial Group December 1995 - March 2010
Education
The University of Texas at San Antonio 1988 — 1990
towards BS, Nursing
Pamela Kelly's Principal Financial Group Experience April 2010 - December 2010
Job VIcePresident, Network Development & Contracting at Superior Health Plan
Industry Hospital & Health Care
Experience
Superior Health Plan October 2013 - Present
Superior Health Plans May 2012 - October 2013
Molina Healthcare November 2011 - May 2012
MHealth, Inc. April 2011 - October 2011
Principal Financial Group April 2010 - December 2010
WellPoint/UniCare February 2006 - April 2010
University Health System March 2000 - February 2006
Skills
Managed Care, Medicaid Managed Care, Healthcare Information..., Revenue Cycle, Insurance, Provider Relations, Healthcare Management, Healthcare Industry, Healthcare Consulting, HIPAA, Health Policy, Contract Negotiation, Medicaid, Network Development, PPO, Medicare, HMO, Health Insurance, Hospitals, Healthcare, Credentialing, Physicians, Practice Management, Physician Relations, Claim, Medical Billing, Utilization Management, Revenue Cycle Management, Pharmacy Benefit..., Disease Management, Quality Improvement, Healthcare Reimbursement, EMR, Medicare Part D, EHR
Education
Trinity University 1982 — 1986
BS, Finance
Superior Health Plan October 2013 - Present
Superior Health Plans May 2012 - October 2013
Molina Healthcare November 2011 - May 2012
MHealth, Inc. April 2011 - October 2011
Principal Financial Group April 2010 - December 2010
WellPoint/UniCare February 2006 - April 2010
University Health System March 2000 - February 2006
Skills
Managed Care, Medicaid Managed Care, Healthcare Information..., Revenue Cycle, Insurance, Provider Relations, Healthcare Management, Healthcare Industry, Healthcare Consulting, HIPAA, Health Policy, Contract Negotiation, Medicaid, Network Development, PPO, Medicare, HMO, Health Insurance, Hospitals, Healthcare, Credentialing, Physicians, Practice Management, Physician Relations, Claim, Medical Billing, Utilization Management, Revenue Cycle Management, Pharmacy Benefit..., Disease Management, Quality Improvement, Healthcare Reimbursement, EMR, Medicare Part D, EHR
Education
Trinity University 1982 — 1986
BS, Finance
ALEXANDRA LITWIN's Principal Financial Group Experience February 2011 - October 2011
Job
Industry Financial Services
Experience
Global Creditors Network October 2011 - Present
Principal Financial Group February 2011 - October 2011
Chick-fil-A June 2010 - February 2011
Education
Touro College 2006 — 2010
BA, PSYCHOLOGY
Global Creditors Network October 2011 - Present
Principal Financial Group February 2011 - October 2011
Chick-fil-A June 2010 - February 2011
Education
Touro College 2006 — 2010
BA, PSYCHOLOGY
Randy Waldrip's Principal Financial Group Experience 2015 - Present
Job Financial Services Representative at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group 2015 - Present
Education
The University of Memphis 1980 — 1985
Bachelor's Degree, Business/Managerial Economics
Principal Financial Group 2015 - Present
Education
The University of Memphis 1980 — 1985
Bachelor's Degree, Business/Managerial Economics
Jason Herter's Principal Financial Group Experience August 2009 - August 2010
Job Assistant Hockey Coach at University of Minnesota Duluth
Industry Higher Education
Experience
University of Minnesota Duluth Head CoachFargo Force USHLAugust 2010 - July 2011
Principal Financial Group August 2009 - August 2010
Fargo Force USHL April 2008 - July 2009
AHL,IHL,NHL,DEL September 1991 - April 2002
Skills
Coaching, Customer Service, Event Management, Event Planning, Leadership, PowerPoint, Public Speaking, Social Media, Sports, Sports Management, Sports Marketing
Education
University of Missouri-Kansas City 2002 — 2004
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies, 3.75
The University of North Dakota 1988 — 1991
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General, 3.3
Athol Murray College of Notre Dame 1984 — 1988
High School, Honors
University of Minnesota Duluth Head CoachFargo Force USHLAugust 2010 - July 2011
Principal Financial Group August 2009 - August 2010
Fargo Force USHL April 2008 - July 2009
AHL,IHL,NHL,DEL September 1991 - April 2002
Skills
Coaching, Customer Service, Event Management, Event Planning, Leadership, PowerPoint, Public Speaking, Social Media, Sports, Sports Management, Sports Marketing
Education
University of Missouri-Kansas City 2002 — 2004
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies, 3.75
The University of North Dakota 1988 — 1991
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General, 3.3
Athol Murray College of Notre Dame 1984 — 1988
High School, Honors
The Principal Financial Group
BTG Pactual
HuaTai Securities Co.,Ltd.
Guosen Securities
PFG
Principal Financial
Principle
Fubon Financial Holdings