Principal Financial Group
Industry: Financial investment management company
DescriptionThe Principal Financial Group is a global financial investment management and insurance company headquartered in Des Moines, Iowa. Headquarters: Des Moines, Iowa, United States CEO: Daniel Joseph Houston (18 Aug 2015–) Assets under management: 692.4 billion USD (2017) Subsidiaries: Principal Securities, Inc.,
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Principal Financial Group Employees
Employee
Years
Job
Industry
Deb Nanda McCartney Deb Nanda McCartney's Principal Financial Group Experience July 2009 - Present
Job Dentist at Franklin Plaza Family Dentistry
Industry Medical Practice
Experience
Iowa Attorney Disciplinary Board September 2015 - Present
Principal Financial Group July 2009 - Present
Franklin Plaza Family Dentistry May 1996 - Present
Des Moines Area Community College April 1994 - November 1998
Countryside Dental Care July 1993 - April 1996
Skills
Public Speaking, Dentistry, Healthcare Management, Research, Teaching, Microsoft Office, Community Outreach, Customer Service
Education
University of Iowa College of Dentistry 1989 — 1993
Doctor of Dental Surgery (D.D.S.), Dentistry
University of Illinois at Urbana-Champaign 1985 — 1989
Bachelor's degree, Microbiology, General
Iowa Attorney Disciplinary Board September 2015 - Present
Principal Financial Group July 2009 - Present
Franklin Plaza Family Dentistry May 1996 - Present
Des Moines Area Community College April 1994 - November 1998
Countryside Dental Care July 1993 - April 1996
Skills
Public Speaking, Dentistry, Healthcare Management, Research, Teaching, Microsoft Office, Community Outreach, Customer Service
Education
University of Iowa College of Dentistry 1989 — 1993
Doctor of Dental Surgery (D.D.S.), Dentistry
University of Illinois at Urbana-Champaign 1985 — 1989
Bachelor's degree, Microbiology, General
Gordon Fair, CFP® Gordon Fair, CFP®'s Principal Financial Group Experience January 2015 - Present
Job Investment Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2015 - Present
Principal Financial Group January 2015 - Present
Allstate Financial May 2013 - December 2014
PNC Financial Advisors October 2011 - April 2013
VALIC October 2010 - October 2011
MainSource Financial Group August 2009 - October 2010
Chase June 2005 - July 2009
CBA Pharma January 2004 - May 2005
Fifth Third Bank January 2003 - April 2004
Fifth Third Bank January 2002 - January 2003
Skills
Investments, Retirement Planning, Portfolio Management, Mutual Funds, Retirement, Finance, Financial Advisory, Series 7, Strategic Financial..., Estate Planning, Fixed Annuities, Series 63, Financial Services, Investment Management, Insurance, Wealth, Wealth Management
Education
University of Florida
Bachelor of Science, Business Administration
University of Florida
BSBA, Business Management
Fidelity Investments August 2015 - Present
Principal Financial Group January 2015 - Present
Allstate Financial May 2013 - December 2014
PNC Financial Advisors October 2011 - April 2013
VALIC October 2010 - October 2011
MainSource Financial Group August 2009 - October 2010
Chase June 2005 - July 2009
CBA Pharma January 2004 - May 2005
Fifth Third Bank January 2003 - April 2004
Fifth Third Bank January 2002 - January 2003
Skills
Investments, Retirement Planning, Portfolio Management, Mutual Funds, Retirement, Finance, Financial Advisory, Series 7, Strategic Financial..., Estate Planning, Fixed Annuities, Series 63, Financial Services, Investment Management, Insurance, Wealth, Wealth Management
Education
University of Florida
Bachelor of Science, Business Administration
University of Florida
BSBA, Business Management
Heather Spisak Heather Spisak's Principal Financial Group Experience December 2013 - December 2014
Job Property Damage Claims Adjuster
Industry Marketing and Advertising
Experience
Key Insurance Company March 2015 - Present
Principal Financial Group December 2013 - December 2014
JPMorgan Chase January 2013 - January 2014
Skills
Advertising, Market Research, Social Media, Social Media Marketing, 401k, IRAs, Brokerage, Public Speaking, Sales, Event Planning, Expense Reports, Insurance Claims, Customer Service, Financial Services, Office Administration, Microsoft Excel, Mutual Funds, Insurance, Microsoft Office
Education
Central Missouri State University 2007 — 2010
B.S.B.A., Marketing, 3.65
Key Insurance Company March 2015 - Present
Principal Financial Group December 2013 - December 2014
JPMorgan Chase January 2013 - January 2014
Skills
Advertising, Market Research, Social Media, Social Media Marketing, 401k, IRAs, Brokerage, Public Speaking, Sales, Event Planning, Expense Reports, Insurance Claims, Customer Service, Financial Services, Office Administration, Microsoft Excel, Mutual Funds, Insurance, Microsoft Office
Education
Central Missouri State University 2007 — 2010
B.S.B.A., Marketing, 3.65
Travis Barnes, ChFC®, QKA, QPFC Travis Barnes, ChFC®, QKA, QPFC's Principal Financial Group Experience January 2014 - Present
Job Retirement Plan Professional / Account Executive Director for Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group January 2014 - Present
OneAmerica Financial Partners Inc. February 2012 - January 2014
OneAmerica Financial Partners Inc. August 2009 - February 2012
Principal Financial Group March 2008 - June 2009
Skills
Qualified Retirement..., 401(k) & 403(b) Plans, Deferred Compensation, Pensions
Education
University of Evansville
Bachelor of Science (B.S.), Finance
Principal Financial Group January 2014 - Present
OneAmerica Financial Partners Inc. February 2012 - January 2014
OneAmerica Financial Partners Inc. August 2009 - February 2012
Principal Financial Group March 2008 - June 2009
Skills
Qualified Retirement..., 401(k) & 403(b) Plans, Deferred Compensation, Pensions
Education
University of Evansville
Bachelor of Science (B.S.), Finance
Moren Bill Moren Bill's Principal Financial Group Experience 1972 - 2004
Job Wisconsin Representative, Regional Committee on Membership Standards at Y of the USA
Industry Nonprofit Organization Management
Experience
Port Washington Historical Society July 2012 - Present
YMCA of the USA March 2011 - Present
YMCA of Metropolitan Milwaukee March 2012 - February 2014
YMCA - Feith Family Ozaukee Center January 2010 - September 2013
Principal Financial Group 1972 - 2004
Skills
Fundraising, Strategic Planning, Public Speaking, Leadership Development, Business Planning, Problem Solving, Customer Relations, Sales Management, Insurance, Non-profits, Team Building, Coaching, Customer Service, Nonprofits, Event Planning, Volunteer Management, Social Media, Leadership, Community Outreach, Program Development, Public Relations, Event Management, Community Development, Social Networking, Board Development
Education
University of Colorado Boulder 1961 — 1965
Bachelor of Arts (BA), European History, English Literature
Port Washington Historical Society July 2012 - Present
YMCA of the USA March 2011 - Present
YMCA of Metropolitan Milwaukee March 2012 - February 2014
YMCA - Feith Family Ozaukee Center January 2010 - September 2013
Principal Financial Group 1972 - 2004
Skills
Fundraising, Strategic Planning, Public Speaking, Leadership Development, Business Planning, Problem Solving, Customer Relations, Sales Management, Insurance, Non-profits, Team Building, Coaching, Customer Service, Nonprofits, Event Planning, Volunteer Management, Social Media, Leadership, Community Outreach, Program Development, Public Relations, Event Management, Community Development, Social Networking, Board Development
Education
University of Colorado Boulder 1961 — 1965
Bachelor of Arts (BA), European History, English Literature
Stacy Cantrell, MBA Stacy Cantrell, MBA's Principal Financial Group Experience September 2005 - July 2006
Job Fiber Artist, Consultant, Curator, Researcher, Business Person
Industry Arts and Crafts
Experience
National Science Foundation June 2009 - Present
Profitable Weather, LLC March 2008 - Present
RIPM Consortium Ltd. January 2013 - December 2013
Hillwood Museum September 2011 - June 2012
Smithsonian Institution, Museum of Natural History May 2010 - December 2010
NPR October 2008 - June 2010
Tooele School District October 2007 - December 2007
West Des Moines School District December 2006 - June 2007
Principal Financial Group September 2005 - July 2006
Marsh September 2004 - August 2005
Skills
Research, Editing, Social Media, Microsoft Office, Public Speaking, Project Management, Business Development, Software Development, Art, Music, Cataloging, Decorative Arts, Program Management, Community Art Projects, Teaching, Nonprofits, Grant Writing, Access, Government, Fundraising, Museums, History, Blogging, Proposal Writing, Event Planning, Copy Editing
Education
Smithsonian/George Mason University 2010 — 2015
Master of Arts, History of Decorative Arts
University of Phoenix 2006 — 2008
MBA, Business Administration
Central Missouri State University 1997 — 1999
Post-Bachelor Studies, Computer Information Systems
Central Missouri State University
Bachelor of Arts, Music/Art
National Science Foundation June 2009 - Present
Profitable Weather, LLC March 2008 - Present
RIPM Consortium Ltd. January 2013 - December 2013
Hillwood Museum September 2011 - June 2012
Smithsonian Institution, Museum of Natural History May 2010 - December 2010
NPR October 2008 - June 2010
Tooele School District October 2007 - December 2007
West Des Moines School District December 2006 - June 2007
Principal Financial Group September 2005 - July 2006
Marsh September 2004 - August 2005
Skills
Research, Editing, Social Media, Microsoft Office, Public Speaking, Project Management, Business Development, Software Development, Art, Music, Cataloging, Decorative Arts, Program Management, Community Art Projects, Teaching, Nonprofits, Grant Writing, Access, Government, Fundraising, Museums, History, Blogging, Proposal Writing, Event Planning, Copy Editing
Education
Smithsonian/George Mason University 2010 — 2015
Master of Arts, History of Decorative Arts
University of Phoenix 2006 — 2008
MBA, Business Administration
Central Missouri State University 1997 — 1999
Post-Bachelor Studies, Computer Information Systems
Central Missouri State University
Bachelor of Arts, Music/Art
Kathy McDevitt Kathy McDevitt's Principal Financial Group Experience March 2013 - Present
Job Supervising Marketing Coordinator at Principal Financial Group
Industry Insurance
Experience
Principal Financial Group March 2013 - Present
Principal Financial Group October 2002 - March 2013
Transamerica Retirement Services June 1994 - November 2002
Skills
Retirement, 401k, Insurance, Life Insurance, Series 6, Series 7, Marketing, Disability Insurance
Education
University of Dayton 1976 — 1980
BS, Marketing and Management
Principal Financial Group March 2013 - Present
Principal Financial Group October 2002 - March 2013
Transamerica Retirement Services June 1994 - November 2002
Skills
Retirement, 401k, Insurance, Life Insurance, Series 6, Series 7, Marketing, Disability Insurance
Education
University of Dayton 1976 — 1980
BS, Marketing and Management
Leslie Koonce's Principal Financial Group Experience January 2002 - January 2004
Job Operation Program Manager at Alzheimer's & Dementia Resource Center
Industry Civic & Social Organization
Experience
Alzheimer's & Dementia Resource Center February 2005 - Present
Gooding's Supermarket and Winn Dixie Market Place March 1994 - March 2004
Principal Financial Group January 2002 - January 2004
Skills
Community Outreach, Nonprofits, Program Development, Volunteer Management, Customer Service, Fundraising, Public Speaking, Training, Leadership, Team Building, Strategic Planning, Program Management, Elder Care
Education
University of Central Florida 2012 — 2014
Currently Attending, Social Work
Alzheimer's & Dementia Resource Center February 2005 - Present
Gooding's Supermarket and Winn Dixie Market Place March 1994 - March 2004
Principal Financial Group January 2002 - January 2004
Skills
Community Outreach, Nonprofits, Program Development, Volunteer Management, Customer Service, Fundraising, Public Speaking, Training, Leadership, Team Building, Strategic Planning, Program Management, Elder Care
Education
University of Central Florida 2012 — 2014
Currently Attending, Social Work
Ruo Xie Ruo Xie's Principal Financial Group Experience October 2007 - July 2009
Job Helping industryleading companies source and buy technology better Global Strategic Sourcing at Twitter
Industry Information Technology and Services
Experience
Twitter July 2013 - Present
Union Bank January 2012 - June 2013
Hawaiian Airlines December 2009 - December 2011
Hawaiian Airlines August 2009 - December 2009
Principal Financial Group October 2007 - July 2009
Skills
Vendor Management, Strategy, Contract Negotiation, Data Analysis, Process Improvement, Procurement, Project Management, Strategic Sourcing, Financial Analysis, Management, Leadership, Contract Management, Negotiation, Pricing, Microsoft Excel, Supplier Negotiation, Strategic Planning, Cross-functional Team..., Requirements Gathering, Forecasting, Project Planning, Risk Assessment, Cost Models, Human Resources, Spend Analysis, Excel, Sourcing, RFx Development, RFx Response Evaluation, Cost Modeling, Purchasing, Analysis, Strategic Partnerships, Risk Management, Team Management, Finance, Supply Chain
Education
University of Hawaii - College of Business Administration 2007 — 2010
Master of Business Administration (MBA), International Business
University of Hawaii at Manoa 2002 — 2007
BA, Psychology
Twitter July 2013 - Present
Union Bank January 2012 - June 2013
Hawaiian Airlines December 2009 - December 2011
Hawaiian Airlines August 2009 - December 2009
Principal Financial Group October 2007 - July 2009
Skills
Vendor Management, Strategy, Contract Negotiation, Data Analysis, Process Improvement, Procurement, Project Management, Strategic Sourcing, Financial Analysis, Management, Leadership, Contract Management, Negotiation, Pricing, Microsoft Excel, Supplier Negotiation, Strategic Planning, Cross-functional Team..., Requirements Gathering, Forecasting, Project Planning, Risk Assessment, Cost Models, Human Resources, Spend Analysis, Excel, Sourcing, RFx Development, RFx Response Evaluation, Cost Modeling, Purchasing, Analysis, Strategic Partnerships, Risk Management, Team Management, Finance, Supply Chain
Education
University of Hawaii - College of Business Administration 2007 — 2010
Master of Business Administration (MBA), International Business
University of Hawaii at Manoa 2002 — 2007
BA, Psychology
Eric Patterson Eric Patterson's Principal Financial Group Experience June 1997 - August 2000
Job Sales VP at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group September 2000 - Present
Principal Financial Group June 1997 - August 2000
AXA Equitable 1995 - 1998
Skills
Annuities, Insurance Planning, Insurance, Long Term Care, Account Management, Strategic Planning
Education
University of California, Santa Barbara 1991 — 1994
Bachelor of Arts, Law & Society
Lincoln Financial Group September 2000 - Present
Principal Financial Group June 1997 - August 2000
AXA Equitable 1995 - 1998
Skills
Annuities, Insurance Planning, Insurance, Long Term Care, Account Management, Strategic Planning
Education
University of California, Santa Barbara 1991 — 1994
Bachelor of Arts, Law & Society
Marion Johnson Marion Johnson's Principal Financial Group Experience July 2014 - Present
Job Account Executive at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group July 2014 - Present
Principal Financial Group August 2007 - July 2014
Principal Financial Group June 2003 - August 2007
Skills
Registered..., Investments, Retirement Planning, 401k, Defined Contribution, Financial Analysis, Employee Benefits
Education
University of Central Missouri
Bachelor of Science in Education (BSE), Spanish and English
Principal Financial Group July 2014 - Present
Principal Financial Group August 2007 - July 2014
Principal Financial Group June 2003 - August 2007
Skills
Registered..., Investments, Retirement Planning, 401k, Defined Contribution, Financial Analysis, Employee Benefits
Education
University of Central Missouri
Bachelor of Science in Education (BSE), Spanish and English
Wesley Ramsey's Principal Financial Group Experience December 1996 - March 2001
Job Portfolio Specialist at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments 2014 - Present
Northern Trust April 2012 - June 2014
American Airlines Federal Credit Union April 2001 - April 2012
Principal Financial Group December 1996 - March 2001
Skills
Portfolio Management, Retirement Planning, Wealth Management, Financial Advisory, Loans, Mutual Funds, Consumer Lending, Banking, Credit, Investment Advisory, Wealth, Securities, Series 63, Asset Allocation, Financial Planning
Education
University of North Texas 1994 — 1997
Bachelor of Arts (B.A.), Financial Planning
University of Houston 1992 — 1994
Fidelity Investments 2014 - Present
Northern Trust April 2012 - June 2014
American Airlines Federal Credit Union April 2001 - April 2012
Principal Financial Group December 1996 - March 2001
Skills
Portfolio Management, Retirement Planning, Wealth Management, Financial Advisory, Loans, Mutual Funds, Consumer Lending, Banking, Credit, Investment Advisory, Wealth, Securities, Series 63, Asset Allocation, Financial Planning
Education
University of North Texas 1994 — 1997
Bachelor of Arts (B.A.), Financial Planning
University of Houston 1992 — 1994
Evan Rossi's Principal Financial Group Experience November 2008 - June 2009
Job Business Development & Sales at Premier Coil Solutions
Industry International Trade and Development
Experience
Premier Coil Solutions October 2014 - Present
Khudairi Group January 2013 - September 2014
Khudairi Group January 2011 - December 2012
Khudairi Group September 2009 - December 2010
Principal Financial Group November 2008 - June 2009
Skills
Procurement, Management, Petroleum, Project Management, Negotiation, Energy, Engineering, Energy Industry, Logistics, Business Development, Project Planning, Sourcing, Banking, Letters of Credit, Leadership, Proposal Writing, Oil & Gas, Strategic Planning, EPC, Oil & Gas Industry, Training, Contract Management, Business Planning, New Business Development, Oil/Gas, Upstream, CRM, Construction, Supply Chain Management, Contract Negotiation, Logistics Management, Gas, Sales, Operations Management, Iraq, Iraq Oil & Gas
Education
University of Houston-Downtown 2007 — 2010
Finance, Business
St. Thomas High School 2001 — 2007
Premier Coil Solutions October 2014 - Present
Khudairi Group January 2013 - September 2014
Khudairi Group January 2011 - December 2012
Khudairi Group September 2009 - December 2010
Principal Financial Group November 2008 - June 2009
Skills
Procurement, Management, Petroleum, Project Management, Negotiation, Energy, Engineering, Energy Industry, Logistics, Business Development, Project Planning, Sourcing, Banking, Letters of Credit, Leadership, Proposal Writing, Oil & Gas, Strategic Planning, EPC, Oil & Gas Industry, Training, Contract Management, Business Planning, New Business Development, Oil/Gas, Upstream, CRM, Construction, Supply Chain Management, Contract Negotiation, Logistics Management, Gas, Sales, Operations Management, Iraq, Iraq Oil & Gas
Education
University of Houston-Downtown 2007 — 2010
Finance, Business
St. Thomas High School 2001 — 2007
Michelle Hallett, CRPS®'s Principal Financial Group Experience 2004 - August 2011
Job Client Relationship Manager at RMB Capital Management
Industry Financial Services
Experience
RMB Capital Management August 2014 - Present
Northwestern Mutual August 2013 - March 2014
Principal Financial Group 2004 - August 2011
James Wheeler & Company Investments 1998 - 2001
Skills
Deferred Compensation, 403 b, Sales, Insurance, Financial Advisory, Defined Contribution, Financial Services, Mutual Funds, Retirement, Defined Benefit, Retirement Planning, 401k, ESOP, Bonds
Education
University of Colorado Boulder - Leeds School of Business 1987 — 1991
B.S., Marketing
RMB Capital Management August 2014 - Present
Northwestern Mutual August 2013 - March 2014
Principal Financial Group 2004 - August 2011
James Wheeler & Company Investments 1998 - 2001
Skills
Deferred Compensation, 403 b, Sales, Insurance, Financial Advisory, Defined Contribution, Financial Services, Mutual Funds, Retirement, Defined Benefit, Retirement Planning, 401k, ESOP, Bonds
Education
University of Colorado Boulder - Leeds School of Business 1987 — 1991
B.S., Marketing
Christopher T. Hildebrandt Christopher T. Hildebrandt's Principal Financial Group Experience January 1997 - Present
Job Financial Services Representative, Princor Registered Representative, Investment Advisor Representative
Industry Financial Services
Experience
Principal Financial Group January 1997 - Present
Big Brothers Big Sisters 2004 - 2009
Skills
Fixed Annuities, Life Insurance, Small Business, IRAs, Estate Planning, Retirement Planning, 401k, 401k Rollovers, Mutual Funds, Roth IRA, Variable Annuities, Disability Insurance, Long Term Care Insurance, Health Insurance, Series 6, Series 63, Series 7
Education
University of Delaware 1979 — 1984
Bachelor of Applied Science (B.A.Sc.), Applied Economics
La Salle College High School 1975 — 1979
Prep
Principal Financial Group January 1997 - Present
Big Brothers Big Sisters 2004 - 2009
Skills
Fixed Annuities, Life Insurance, Small Business, IRAs, Estate Planning, Retirement Planning, 401k, 401k Rollovers, Mutual Funds, Roth IRA, Variable Annuities, Disability Insurance, Long Term Care Insurance, Health Insurance, Series 6, Series 63, Series 7
Education
University of Delaware 1979 — 1984
Bachelor of Applied Science (B.A.Sc.), Applied Economics
La Salle College High School 1975 — 1979
Prep
Ed Gruber Ed Gruber's Principal Financial Group Experience May 1998 - September 1999
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones January 2011 - Present
EM Trend Advisors, LLC 2006 - October 2010
Eagle Asset Management October 1999 - June 2006
Principal Financial Group May 1998 - September 1999
STRS Ohio 1993 - 1998
Skills
Series 7, Securities, Equities, Investments, Series 63
Education
Capital University - School of Management 1994 — 1997
MBA, Finance and Investments
University of Dayton
University of Dayton
Edward Jones January 2011 - Present
EM Trend Advisors, LLC 2006 - October 2010
Eagle Asset Management October 1999 - June 2006
Principal Financial Group May 1998 - September 1999
STRS Ohio 1993 - 1998
Skills
Series 7, Securities, Equities, Investments, Series 63
Education
Capital University - School of Management 1994 — 1997
MBA, Finance and Investments
University of Dayton
University of Dayton
Kenneth W. Russell Kenneth W. Russell's Principal Financial Group Experience July 2012 - Present
Job Financial Representative, Princor Registered Representative
Industry Financial Services
Experience
Principal Financial Group July 2012 - Present
Hillsborough High School April 2012 - Present
Hillsborough High School August 1998 - Present
Hillsborough High School August 1998 - 2012
Plant High School August 1995 - June 1998
Janus Research Piper Archaeology 1994 - 1995
Skills
Fixed Annuities, Variable Annuities, Tax Defered Savings, Traditional IRA, Roth IRA, 401k, SEP, Simple IRA, Mutual Funds, Survivor Income, Income Protection, Estate Planning, Executive Benefit..., Buy-sell Agreements, Deferred Compensation, Business Continuation, Securities, Finance, Retirement, Public Speaking, Retirement Planning, Life Insurance, Disability Insurance, Investments, Small Business, Term Life Insurance
Education
University of South Florida 1998 — 2000
Masters, Education
University of Florida 1986 — 1992
BA, History
Jesuit High School 1982 — 1986
Principal Financial Group July 2012 - Present
Hillsborough High School April 2012 - Present
Hillsborough High School August 1998 - Present
Hillsborough High School August 1998 - 2012
Plant High School August 1995 - June 1998
Janus Research Piper Archaeology 1994 - 1995
Skills
Fixed Annuities, Variable Annuities, Tax Defered Savings, Traditional IRA, Roth IRA, 401k, SEP, Simple IRA, Mutual Funds, Survivor Income, Income Protection, Estate Planning, Executive Benefit..., Buy-sell Agreements, Deferred Compensation, Business Continuation, Securities, Finance, Retirement, Public Speaking, Retirement Planning, Life Insurance, Disability Insurance, Investments, Small Business, Term Life Insurance
Education
University of South Florida 1998 — 2000
Masters, Education
University of Florida 1986 — 1992
BA, History
Jesuit High School 1982 — 1986
Marcus Watson Marcus Watson's Principal Financial Group Experience October 2014 - Present
Job Sr. Marketing Coordinator
Industry Financial Services
Experience
Principal Financial Group October 2014 - Present
St. Jude Children's Research Hospital December 2013 - October 2014
St. Jude Children's Research Hospital June 2010 - December 2013
Skills
Public Relations, Marketing, Business Development, Event Management, Fundraising, Social Media
Education
University of Dubuque 2006 — 2010
Bachelor of Arts (B.A.), Communication and Media Studies
Metamora Township High School 2002 — 2006
High School
Principal Financial Group October 2014 - Present
St. Jude Children's Research Hospital December 2013 - October 2014
St. Jude Children's Research Hospital June 2010 - December 2013
Skills
Public Relations, Marketing, Business Development, Event Management, Fundraising, Social Media
Education
University of Dubuque 2006 — 2010
Bachelor of Arts (B.A.), Communication and Media Studies
Metamora Township High School 2002 — 2006
High School
Mary McNiff Mary McNiff's Principal Financial Group Experience February 2007 - June 2015
Job Vice President Retirement Director
Industry Financial Services
Experience
Fidelity Investments June 2015 - Present
Principal Financial Group February 2007 - June 2015
Principal Financial Group August 2003 - February 2007
Morgan Stanley 2001 - 2003
Skills
401k, Defined Benefit, Employee Benefits, Insurance, Investment Management, Life Insurance, Mutual Funds, Retirement, Retirement Planning, Series 63, Series 7
Education
University of Colorado Boulder 1996 — 2000
Bachelor of Arts in Music, Music Performance, General
Edina High School 1993 — 1996
Fidelity Investments June 2015 - Present
Principal Financial Group February 2007 - June 2015
Principal Financial Group August 2003 - February 2007
Morgan Stanley 2001 - 2003
Skills
401k, Defined Benefit, Employee Benefits, Insurance, Investment Management, Life Insurance, Mutual Funds, Retirement, Retirement Planning, Series 63, Series 7
Education
University of Colorado Boulder 1996 — 2000
Bachelor of Arts in Music, Music Performance, General
Edina High School 1993 — 1996
Monica Yontef Gaffney's Principal Financial Group Experience April 2011 - June 2012
Job
Industry Information Technology and Services
Experience
Pacific Life June 2015 - Present
Allergan October 2014 - June 2015
Auction.com September 2012 - September 2014
Principal Financial Group April 2011 - June 2012
Zirous, Inc. February 2011 - April 2011
ING North America October 2009 - December 2009
ING North America January 2008 - April 2009
Medical Protective November 2006 - November 2007
MassMutual Investor Services January 2006 - November 2006
The Hartford April 2005 - January 2006
Education
University of Connecticut 1995 — 1999
Business Administration, Finance
Pacific Life June 2015 - Present
Allergan October 2014 - June 2015
Auction.com September 2012 - September 2014
Principal Financial Group April 2011 - June 2012
Zirous, Inc. February 2011 - April 2011
ING North America October 2009 - December 2009
ING North America January 2008 - April 2009
Medical Protective November 2006 - November 2007
MassMutual Investor Services January 2006 - November 2006
The Hartford April 2005 - January 2006
Education
University of Connecticut 1995 — 1999
Business Administration, Finance
Curt Fee Curt Fee's Principal Financial Group Experience 1991 - 1994
Job Vice President and Chief Investment Officer at Portico Benefit Services
Industry Investment Management
Experience
Portico Benefit Services 2004 - Present
ELCA Board of Pensions 1994 - 2003
EBF & Associates 1998 - 1999
Principal Financial Group 1991 - 1994
AEGON / University of Iowa / MidAmerica Securities 1988 - 1991
Skills
Investments, Alternative Investments, Asset Allocation, Investment Strategies, Risk Management, Private Equity, Investment Management, Socially Responsible..., Impact Investing, Hedge Funds, Equities, Fixed Income, Mutual Funds, Asset Management, Capital Markets, Due Diligence, Finance, Securities, Portfolio Management
Education
University of Iowa 1990 — 1991
Master of Arts (MA), 3.96 / 4.00
University of Illinois at Urbana-Champaign 1989 — 1989
Graduate studies in economics, investments, and statistics
University of Iowa 1986 — 1989
Bachelor of Business Administration (BBA) with High Distinction, Overall: 3.87 / 4.00, Major: 4.00 / 4.00
Portico Benefit Services 2004 - Present
ELCA Board of Pensions 1994 - 2003
EBF & Associates 1998 - 1999
Principal Financial Group 1991 - 1994
AEGON / University of Iowa / MidAmerica Securities 1988 - 1991
Skills
Investments, Alternative Investments, Asset Allocation, Investment Strategies, Risk Management, Private Equity, Investment Management, Socially Responsible..., Impact Investing, Hedge Funds, Equities, Fixed Income, Mutual Funds, Asset Management, Capital Markets, Due Diligence, Finance, Securities, Portfolio Management
Education
University of Iowa 1990 — 1991
Master of Arts (MA), 3.96 / 4.00
University of Illinois at Urbana-Champaign 1989 — 1989
Graduate studies in economics, investments, and statistics
University of Iowa 1986 — 1989
Bachelor of Business Administration (BBA) with High Distinction, Overall: 3.87 / 4.00, Major: 4.00 / 4.00
Chris Richey Chris Richey's Principal Financial Group Experience October 2012 - Present
Job Financial Representative at Principal Financial Group
Industry Investment Management
Experience
Richey Financial Services January 2014 - Present
Principal Financial Group October 2012 - Present
City of Deer Park Texas May 2007 - May 2015
San Jacinto Baptist Church August 2001 - October 2012
Skills
Disability Insurance, Long-term Care, 401k, IRAs, Estate Planning, Mutual Funds, Term Life Insurance, Buy-sell Agreements, Asset Allocation, Income Protection, Key Person Insurance, College Funding..., Annuities (Variable &..., 401 (k), 403 (b), SEP..., Business Overhead..., Financial Needs Analysis, Charitable Giving, Informal Business..., Leadership
Education
University of Houston-Clear Lake 1995 — 1999
Bachelor of Arts (B.A.), History
Richey Financial Services January 2014 - Present
Principal Financial Group October 2012 - Present
City of Deer Park Texas May 2007 - May 2015
San Jacinto Baptist Church August 2001 - October 2012
Skills
Disability Insurance, Long-term Care, 401k, IRAs, Estate Planning, Mutual Funds, Term Life Insurance, Buy-sell Agreements, Asset Allocation, Income Protection, Key Person Insurance, College Funding..., Annuities (Variable &..., 401 (k), 403 (b), SEP..., Business Overhead..., Financial Needs Analysis, Charitable Giving, Informal Business..., Leadership
Education
University of Houston-Clear Lake 1995 — 1999
Bachelor of Arts (B.A.), History
Rachel DePue Rachel DePue's Principal Financial Group Experience April 2015 - September 2015
Job Director of Agency Relations at InsureZone
Industry Insurance
Experience
InsureZone September 2015 - Present
Principal Financial Group April 2015 - September 2015
Myron Steves January 2012 - April 2015
The United States Census Bureau March 2010 - August 2010
Jimmy Wilson's Seafood & Chop House July 2005 - January 2010
Skills
Commercial Insurance, Property & Casualty..., Insurance Brokerage, Marketing Strategy, Customer Retention, Insurance, Casualty Insurance, Inland Marine, General Insurance, Customer Service, Health Insurance, Legal Liability, Liability, Management, Professional Liability, Umbrella Insurance, Underwriting, Workers Compensation
Education
University of Houston-Downtown 2013 — 2016
Bachelor of Business, Insurance & Risk Management
InsureZone September 2015 - Present
Principal Financial Group April 2015 - September 2015
Myron Steves January 2012 - April 2015
The United States Census Bureau March 2010 - August 2010
Jimmy Wilson's Seafood & Chop House July 2005 - January 2010
Skills
Commercial Insurance, Property & Casualty..., Insurance Brokerage, Marketing Strategy, Customer Retention, Insurance, Casualty Insurance, Inland Marine, General Insurance, Customer Service, Health Insurance, Legal Liability, Liability, Management, Professional Liability, Umbrella Insurance, Underwriting, Workers Compensation
Education
University of Houston-Downtown 2013 — 2016
Bachelor of Business, Insurance & Risk Management
Heidi Dresbach, CMFC Heidi Dresbach, CMFC's Principal Financial Group Experience December 2006 - August 2010
Job at
Industry Financial Services
Experience
Schwab Institutional December 2010 - Present
Principal Financial Group December 2006 - August 2010
MassMutual Financial Group May 2005 - December 2006
Essex 2004 - 2005
Enterprise Capital 1997 - 2003
BISYS Fund Services February 1993 - October 1997
Daymon Credit Union 1992 - 1993
Education
University of Dayton 1988 — 1992
Bachelors of Science, Finance/Economics
Franklin Monroe
Schwab Institutional December 2010 - Present
Principal Financial Group December 2006 - August 2010
MassMutual Financial Group May 2005 - December 2006
Essex 2004 - 2005
Enterprise Capital 1997 - 2003
BISYS Fund Services February 1993 - October 1997
Daymon Credit Union 1992 - 1993
Education
University of Dayton 1988 — 1992
Bachelors of Science, Finance/Economics
Franklin Monroe
Austin Chen Austin Chen's Principal Financial Group Experience June 2013 - August 2013
Job FINRA Office of Fraud Detection & Market Intelligence
Industry Financial Services
Experience
Financial Industry Regulatory Authority (FINRA) - Office of Fraud Detection & Market Intelligence May 2015 - Present
United States Securities and Exchange Commission, Division of Enforcement August 2013 - December 2013
Principal Financial Group June 2013 - August 2013
Los Angeles Superior Court June 2012 - August 2012
Santa Barbara Superior Court August 2009 - September 2010
Education
University of Iowa College of Law 2011 — 2014
Doctor of Law (J.D.)
UC Santa Barbara 2008 — 2011
Bachelor of Arts, Economics
Financial Industry Regulatory Authority (FINRA) - Office of Fraud Detection & Market Intelligence May 2015 - Present
United States Securities and Exchange Commission, Division of Enforcement August 2013 - December 2013
Principal Financial Group June 2013 - August 2013
Los Angeles Superior Court June 2012 - August 2012
Santa Barbara Superior Court August 2009 - September 2010
Education
University of Iowa College of Law 2011 — 2014
Doctor of Law (J.D.)
UC Santa Barbara 2008 — 2011
Bachelor of Arts, Economics
Lindsay Meidl (Hocking) Lindsay Meidl (Hocking)'s Principal Financial Group Experience December 2014 - Present
Job External Wholesaler at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group December 2014 - Present
Massmutual Retirement Services (former Hartford RPG) April 2012 - November 2014
John Hancock Life Insurance Company (U.S.A.) November 2010 - March 2012
Northwestern Mutual July 2008 - November 2010
Northwestern Mutual October 2006 - July 2008
Skills
Leadership, Sales, Retirement Planning, Insurance, Coaching, Business Coaching, Series 63, Employee Training, Defined Benefit, Defined Contribution, New Business Development, Consulting, Series 7, Series 6, Qualified Retirement..., Business Strategy, Sales Presentations
Education
University of Illinois at Urbana-Champaign 2002 — 2006
Advertising and Marketing
Principal Financial Group December 2014 - Present
Massmutual Retirement Services (former Hartford RPG) April 2012 - November 2014
John Hancock Life Insurance Company (U.S.A.) November 2010 - March 2012
Northwestern Mutual July 2008 - November 2010
Northwestern Mutual October 2006 - July 2008
Skills
Leadership, Sales, Retirement Planning, Insurance, Coaching, Business Coaching, Series 63, Employee Training, Defined Benefit, Defined Contribution, New Business Development, Consulting, Series 7, Series 6, Qualified Retirement..., Business Strategy, Sales Presentations
Education
University of Illinois at Urbana-Champaign 2002 — 2006
Advertising and Marketing
Ashley (Ashley Smith) Lander Ashley (Ashley Smith) Lander's Principal Financial Group Experience August 2006 - April 2010
Job Lease Administrator at Avison Young Commercial Real Estate
Industry Commercial Real Estate
Experience
Avison Young Commercial Real Estate May 2013 - Present
Colliers-International September 2012 - May 2013
Depot Park April 2010 - September 2012
Power Inn Alliance 2011 - 2012
Principal Financial Group August 2006 - April 2010
Skills
Investments, Budgets, Marketing Strategy, Strategic Planning, Event Planning, Social Media Marketing, Social Media, New Business Development, Marketing Communications, Direct Marketing, Event Management, Marketing, Contract Negotiation, Project Management
Education
UCSB 2001 — 2005
Bachelor's degree
Avison Young Commercial Real Estate May 2013 - Present
Colliers-International September 2012 - May 2013
Depot Park April 2010 - September 2012
Power Inn Alliance 2011 - 2012
Principal Financial Group August 2006 - April 2010
Skills
Investments, Budgets, Marketing Strategy, Strategic Planning, Event Planning, Social Media Marketing, Social Media, New Business Development, Marketing Communications, Direct Marketing, Event Management, Marketing, Contract Negotiation, Project Management
Education
UCSB 2001 — 2005
Bachelor's degree
Shunsuke Yokota Shunsuke Yokota's Principal Financial Group Experience 2013 - September 2014
Job Owner at Rolling Wheels International, LLC
Industry Outsourcing/Offshoring
Experience
Rolling Wheels International, LLC September 2014 - Present
Business Consultant August 2014 - July 2015
Yokotas Massage January 2003 - May 2015
Principal Financial Group 2013 - September 2014
Community Medical Centers January 1998 - January 2000
Skills
Customer Service, Business Analysis, Employee Benefits, Personal Development, Financial Analysis, Retirement Planning, Entrepreneurship, Training, Small Business, Office Management, Business Development
Education
University of Colorado Boulder 1995 — 2000
Kinesiology, Kinesiology and Applied Physiology
Rolling Wheels International, LLC September 2014 - Present
Business Consultant August 2014 - July 2015
Yokotas Massage January 2003 - May 2015
Principal Financial Group 2013 - September 2014
Community Medical Centers January 1998 - January 2000
Skills
Customer Service, Business Analysis, Employee Benefits, Personal Development, Financial Analysis, Retirement Planning, Entrepreneurship, Training, Small Business, Office Management, Business Development
Education
University of Colorado Boulder 1995 — 2000
Kinesiology, Kinesiology and Applied Physiology
Stephen Feigenbaum, CLU® Stephen Feigenbaum, CLU®'s Principal Financial Group Experience March 2014 - July 2014
Job Independent Investment Advisor
Industry Financial Services
Experience
Principal Financial Group March 2014 - July 2014
MetLife April 2012 - March 2014
Principal Financial Group August 2005 - October 2011
Allmerica Financial (formerly State Mutual Life Assurance Co.) September 1977 - October 1994
Skills
Investments, Retirement Planning, Wealth Management, 401k, Insurance, Retirement, Employee Benefits, Disability Insurance, Fixed Annuities, Financial Services, Financial Planning, Pensions, Health Insurance, Estate Planning, Finance
Education
University of Central Oklahoma 1968 — 1972
Bachelor of Arts (B.A.), Sociology, 3.0
University of Central Oklahoma 1968 — 1972
Bachelor's degree, Sociology
Principal Financial Group March 2014 - July 2014
MetLife April 2012 - March 2014
Principal Financial Group August 2005 - October 2011
Allmerica Financial (formerly State Mutual Life Assurance Co.) September 1977 - October 1994
Skills
Investments, Retirement Planning, Wealth Management, 401k, Insurance, Retirement, Employee Benefits, Disability Insurance, Fixed Annuities, Financial Services, Financial Planning, Pensions, Health Insurance, Estate Planning, Finance
Education
University of Central Oklahoma 1968 — 1972
Bachelor of Arts (B.A.), Sociology, 3.0
University of Central Oklahoma 1968 — 1972
Bachelor's degree, Sociology
Brad Larsen, AIF, PRP's Principal Financial Group Experience 1989 - 1999
Job Independent Investment Fiduciary at ERISA Fiduciary Advisors, Inc.
Industry Investment Management
Experience
ERISA Fiduciary Advisors, Inc. May 2009 - Present
House of Hope June 2009 - August 2011
White Horse Advisors, LLC February 2007 - May 2008
RSM McGladrey July 2004 - November 2006
Nationwide Financial 2002 - 2004
Pan-American Life Insurance Company 2001 - 2003
401k Exchange 2000 - 2001
Principal Financial Group 1989 - 1999
Skills
Investment Advisory, Fiduciary Liability, Retirement Solutions, Retirement Plans, 401k, Deferred Compensation, 403b, 457 Plans, Profit Sharing, Defined Benefit, Investments, Retirement, ERISA, Retirement Planning, Financial Advisory, Financial Services, Investment Management, Retirement Plan..., Qualified Retirement..., Insurance, Employee Benefits, Management, Training, Mergers & Acquisitions, Mutual Funds, Strategic Financial..., Pensions, Asset Allocation, Financial Planning, Series 63, Series 7
Education
University of Florida - Warrington College of Business Administration 1981 — 1985
BSBA, Marketing & Risk Management
Martin County High School 1978 — 1981
1981
ERISA Fiduciary Advisors, Inc. May 2009 - Present
House of Hope June 2009 - August 2011
White Horse Advisors, LLC February 2007 - May 2008
RSM McGladrey July 2004 - November 2006
Nationwide Financial 2002 - 2004
Pan-American Life Insurance Company 2001 - 2003
401k Exchange 2000 - 2001
Principal Financial Group 1989 - 1999
Skills
Investment Advisory, Fiduciary Liability, Retirement Solutions, Retirement Plans, 401k, Deferred Compensation, 403b, 457 Plans, Profit Sharing, Defined Benefit, Investments, Retirement, ERISA, Retirement Planning, Financial Advisory, Financial Services, Investment Management, Retirement Plan..., Qualified Retirement..., Insurance, Employee Benefits, Management, Training, Mergers & Acquisitions, Mutual Funds, Strategic Financial..., Pensions, Asset Allocation, Financial Planning, Series 63, Series 7
Education
University of Florida - Warrington College of Business Administration 1981 — 1985
BSBA, Marketing & Risk Management
Martin County High School 1978 — 1981
1981
Darren Daye Darren Daye's Principal Financial Group Experience May 2002 - March 2005
Job Principal at Select Planning Group, Inc., SPG Risk Insurance Solutons, Inc.
Industry Financial Services
Experience
Select Planning Group, Inc. October 2014 - Present
Tax & Financial Group April 2005 - August 2014
Principal Financial Group May 2002 - March 2005
Boston Celtics December 1986 - March 1988
Chicago Bulls October 1986 - January 1987
Washington Wizards September 1983 - October 1986
UCLA September 1979 - June 1983
Education
UCLA 1979 — 1983
Bachelor of Arts (BA), Economics
Select Planning Group, Inc. October 2014 - Present
Tax & Financial Group April 2005 - August 2014
Principal Financial Group May 2002 - March 2005
Boston Celtics December 1986 - March 1988
Chicago Bulls October 1986 - January 1987
Washington Wizards September 1983 - October 1986
UCLA September 1979 - June 1983
Education
UCLA 1979 — 1983
Bachelor of Arts (BA), Economics
Jim Flora Jim Flora's Principal Financial Group Experience June 1989 - Present
Job Managing Partner at Retirement Solutions of Colorado LLC
Industry Financial Services
Experience
Retirement Solutions of Colorado LLC February 2005 - Present
Principal Financial Group June 1989 - Present
Skills
Comprehensive..., Estate Planning
Education
University of Denver - Daniels College of Business 1976 — 1977
Master of Business Administration (M.B.A.), Finance, General
University of Colorado Boulder 1967 — 1971
Bachelor of Science (BS), Finance, General
Retirement Solutions of Colorado LLC February 2005 - Present
Principal Financial Group June 1989 - Present
Skills
Comprehensive..., Estate Planning
Education
University of Denver - Daniels College of Business 1976 — 1977
Master of Business Administration (M.B.A.), Finance, General
University of Colorado Boulder 1967 — 1971
Bachelor of Science (BS), Finance, General
Karen Lyon Karen Lyon's Principal Financial Group Experience November 1984 - July 1997
Job Customer Success Education & Knowledge
Industry Computer Software
Experience
New Relic November 2013 - Present
Oracle February 1998 - Present
Principal Financial Group November 1984 - July 1997
Skills
Program Management, Cross-functional Team..., Project Management, Training, Instructional Design, PMP, SaaS, Business Intelligence, Requirements Analysis, Business Process, Business Analysis, Business Process..., Strategy, Change Management, Leadership, Management
Education
University of Colorado at Colorado Springs 1997 — 2000
Corporate Track Education
Western Illinois University 1976 — 1987
Bachelor of Arts (B.A.), Liberal Arts & Communication
New Relic November 2013 - Present
Oracle February 1998 - Present
Principal Financial Group November 1984 - July 1997
Skills
Program Management, Cross-functional Team..., Project Management, Training, Instructional Design, PMP, SaaS, Business Intelligence, Requirements Analysis, Business Process, Business Analysis, Business Process..., Strategy, Change Management, Leadership, Management
Education
University of Colorado at Colorado Springs 1997 — 2000
Corporate Track Education
Western Illinois University 1976 — 1987
Bachelor of Arts (B.A.), Liberal Arts & Communication
Tony Sibal Tony Sibal's Principal Financial Group Experience 2013 - 2013
Job Tax Staff at Plante Moran
Industry Accounting
Experience
Plante Moran 2014 - Present
Principal Financial Group 2013 - 2013
ITW 2013 - 2013
Skills
Accounting, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Public Speaking, Teamwork, Communication Skills, Interpersonal Skills, Organizational Skills, Analytical Skills, Research Skills
Education
University of Illinois at Chicago 2013 — 2014
Master of Science in Accounting (MSA), Accounting
University of Illinois at Urbana-Champaign
Bachelor of Arts, Communication
Plante Moran 2014 - Present
Principal Financial Group 2013 - 2013
ITW 2013 - 2013
Skills
Accounting, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Public Speaking, Teamwork, Communication Skills, Interpersonal Skills, Organizational Skills, Analytical Skills, Research Skills
Education
University of Illinois at Chicago 2013 — 2014
Master of Science in Accounting (MSA), Accounting
University of Illinois at Urbana-Champaign
Bachelor of Arts, Communication
Andrew Triantos's Principal Financial Group Experience May 2014 - August 2014
Job Tax Associate at Deloitte
Industry Accounting
Experience
Deloitte June 2015 - Present
University of Dubuque August 2012 - May 2015
Principal Financial Group May 2014 - August 2014
Honkamp Krueger & Co., P.C. January 2014 - April 2014
Rupari Food Services May 2013 - August 2013
Zara USA July 2012 - April 2013
Skills
Accounting, Higher Education, Auditing, PowerPoint, Strategic Planning, Teamwork, Sales, Time Management, Microsoft Excel, Leadership, Microsoft Word, Software Documentation, Account Reconciliation, Invoicing, Management, Access, Budgets, Data Analysis, Outlook, Financial Analysis, Analysis, Forecasting, Microsoft Office, Databases, Finance, Customer Service, Training, Inventory Management, Team Leadership, Process Improvement, Financial Reporting, Project Planning, Variance Analysis
Education
University of Dubuque 2011 — 2015
Bachelor's Degree, Accounting, Business, and Marketing, Junior
Bartlett High School 2007 — 2011
Deloitte June 2015 - Present
University of Dubuque August 2012 - May 2015
Principal Financial Group May 2014 - August 2014
Honkamp Krueger & Co., P.C. January 2014 - April 2014
Rupari Food Services May 2013 - August 2013
Zara USA July 2012 - April 2013
Skills
Accounting, Higher Education, Auditing, PowerPoint, Strategic Planning, Teamwork, Sales, Time Management, Microsoft Excel, Leadership, Microsoft Word, Software Documentation, Account Reconciliation, Invoicing, Management, Access, Budgets, Data Analysis, Outlook, Financial Analysis, Analysis, Forecasting, Microsoft Office, Databases, Finance, Customer Service, Training, Inventory Management, Team Leadership, Process Improvement, Financial Reporting, Project Planning, Variance Analysis
Education
University of Dubuque 2011 — 2015
Bachelor's Degree, Accounting, Business, and Marketing, Junior
Bartlett High School 2007 — 2011
Brice Mackin Brice Mackin's Principal Financial Group Experience August 2010 - August 2013
Job Vice President Broker Development at MCC Life Brokerage
Industry Financial Services
Experience
MCC Life Brokerage June 2014 - Present
AAA Auto Club South March 2014 - June 2014
Northeast Underwriters October 2011 - March 2014
Principal Financial Group August 2010 - August 2013
Westshore Financial Group January 2009 - August 2010
Skills
Financial Services, Insurance, Group Insurance, Fixed Annuities, Indexed Annuities, Wealth Accumulation, IRAs, Retirement, Risk Management, Credit, Employee Benefits, Mortgage Lending
Education
University of Florida
B.S., College of Health & Human Performance
MCC Life Brokerage June 2014 - Present
AAA Auto Club South March 2014 - June 2014
Northeast Underwriters October 2011 - March 2014
Principal Financial Group August 2010 - August 2013
Westshore Financial Group January 2009 - August 2010
Skills
Financial Services, Insurance, Group Insurance, Fixed Annuities, Indexed Annuities, Wealth Accumulation, IRAs, Retirement, Risk Management, Credit, Employee Benefits, Mortgage Lending
Education
University of Florida
B.S., College of Health & Human Performance
Spiwe L.A. Pierce's Principal Financial Group Experience March 1998 - June 2004
Job Deputy General Counsel at John Crane
Industry Law Practice
Experience
John Crane September 2013 - Present
Smiths Medical July 2009 - September 2013
Blackwell Burke P.A. July 2004 - June 2009
Principal Financial Group March 1998 - June 2004
McCray & Associates November 1993 - February 1998
Skills
Anti-bribery, Corporate Governance, Ethics, Intellectual Property, Legal Compliance, Litigation Management, Management, Contract Management, Change Management, Employment Law, Corporate Law, Joint Ventures, Strategy, Contract Negotiation, Litigation, Toastmasters, Bankruptcy, eDiscovery, Dispute Resolution
Education
University of Dayton School of Law 1990 — 1993
JD, Law
The Defience College 1987 — 1990
Bachelor of Arts, Business Mgt/Crim Justice Minor
John Crane September 2013 - Present
Smiths Medical July 2009 - September 2013
Blackwell Burke P.A. July 2004 - June 2009
Principal Financial Group March 1998 - June 2004
McCray & Associates November 1993 - February 1998
Skills
Anti-bribery, Corporate Governance, Ethics, Intellectual Property, Legal Compliance, Litigation Management, Management, Contract Management, Change Management, Employment Law, Corporate Law, Joint Ventures, Strategy, Contract Negotiation, Litigation, Toastmasters, Bankruptcy, eDiscovery, Dispute Resolution
Education
University of Dayton School of Law 1990 — 1993
JD, Law
The Defience College 1987 — 1990
Bachelor of Arts, Business Mgt/Crim Justice Minor
W Jeff Martin, CLU, ChFC W Jeff Martin, CLU, ChFC's Principal Financial Group Experience August 1995 - November 2006
Job Brokerage Director at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group December 2006 - Present
Principal Financial Group August 1995 - November 2006
Aetna Life Insurance Co. June 1991 - July 1995
Northwestern Mutual January 1981 - June 1991
Skills
Permanent Life Insurance, Disability Insurance, Long Term Care Insurance, Financial Education, Exit Strategies, Securities, Licensed to Sell..., Income, Institutional Sales, Institutions, Estate Planning, Fixed Annuities, Insurance
Education
University of Cincinnati 1973 — 1977
Marketing
Purcell High School 1969 — 1973
MassMutual Financial Group December 2006 - Present
Principal Financial Group August 1995 - November 2006
Aetna Life Insurance Co. June 1991 - July 1995
Northwestern Mutual January 1981 - June 1991
Skills
Permanent Life Insurance, Disability Insurance, Long Term Care Insurance, Financial Education, Exit Strategies, Securities, Licensed to Sell..., Income, Institutional Sales, Institutions, Estate Planning, Fixed Annuities, Insurance
Education
University of Cincinnati 1973 — 1977
Marketing
Purcell High School 1969 — 1973
Lawrence Stan Johnson's Principal Financial Group Experience May 2002 - October 2003
Job at
Industry Financial Services
Experience
ALPS, A DST Company April 2013 - Present
BNY Mellon October 2003 - March 2013
Principal Financial Group May 2002 - October 2003
Tech USA May 2000 - July 2001
Scottrade May 1998 - May 2000
Skills
Mutual Funds, Fast-paced, Deadline Driven, Highly detail oriented, Exceeding Expectations, Maintaining Strong..., Management, Performance Reviews, Microsoft Office, Interviewing Skills, Organizational..., Financial Services, Fixed Income, Fund Accounting, Hedge Funds, Accounting, Bloomberg, Asset Management, Alternative Investments, Equities, Financial Analysis, Finance, Investments, Portfolio Management, Securities, Microsoft Excel, Customer Service
Education
University of Central Florida 1995 — 2000
Bachelor of Science (B.S.), Business Administration, Management
ALPS, A DST Company April 2013 - Present
BNY Mellon October 2003 - March 2013
Principal Financial Group May 2002 - October 2003
Tech USA May 2000 - July 2001
Scottrade May 1998 - May 2000
Skills
Mutual Funds, Fast-paced, Deadline Driven, Highly detail oriented, Exceeding Expectations, Maintaining Strong..., Management, Performance Reviews, Microsoft Office, Interviewing Skills, Organizational..., Financial Services, Fixed Income, Fund Accounting, Hedge Funds, Accounting, Bloomberg, Asset Management, Alternative Investments, Equities, Financial Analysis, Finance, Investments, Portfolio Management, Securities, Microsoft Excel, Customer Service
Education
University of Central Florida 1995 — 2000
Bachelor of Science (B.S.), Business Administration, Management
Jeff Burdick Jeff Burdick's Principal Financial Group Experience 2009 - 2011
Job Insurance Agent
Industry Insurance
Experience
Tom Gallagher Insurance May 2008 - Present
Fox Moving and Storage of East Tennessee April 2014 - Present
Premier Insurance Group October 2012 - Present
Principal Financial Group 2009 - 2011
University of Tennessee 2005 - 2007
Skills
Insurance, Consulting, Risk Management, Business Development, Selling, Marketing, Customer Service, Investment Properties, Sales, Social Media, Strategic Planning, Sports Marketing, Sports Management, Disability Insurance, Life Insurance, Fixed Annuities, Sports, Sponsorship, Microsoft Office, Health Insurance, Event Planning, Microsoft Excel, Term Life Insurance, Cold Calling, Customer Retention, Inland Marine, Account Management
Education
University of Florida 2000 — 2004
Bachelor's degree, Sport and Fitness Administration/Management
Tom Gallagher Insurance May 2008 - Present
Fox Moving and Storage of East Tennessee April 2014 - Present
Premier Insurance Group October 2012 - Present
Principal Financial Group 2009 - 2011
University of Tennessee 2005 - 2007
Skills
Insurance, Consulting, Risk Management, Business Development, Selling, Marketing, Customer Service, Investment Properties, Sales, Social Media, Strategic Planning, Sports Marketing, Sports Management, Disability Insurance, Life Insurance, Fixed Annuities, Sports, Sponsorship, Microsoft Office, Health Insurance, Event Planning, Microsoft Excel, Term Life Insurance, Cold Calling, Customer Retention, Inland Marine, Account Management
Education
University of Florida 2000 — 2004
Bachelor's degree, Sport and Fitness Administration/Management
Damian Beiter Damian Beiter's Principal Financial Group Experience October 2007 - Present
Job Director of Sales
Industry Insurance
Experience
Principal Financial Group October 2007 - Present
The Hartford 2000 - 2007
MetLife 1998 - 2000
Skills
Employee Benefits, Disability Insurance, Wellness Programs, Dental, Continuing Education, FMLA, Worksite Benefits, Underwriting, Public Speaking, Consultative Selling, Negotiation
Education
University of Florida
Masters, Urban & Regional Planning
University of Florida
Bachelors, Political Science
Principal Financial Group October 2007 - Present
The Hartford 2000 - 2007
MetLife 1998 - 2000
Skills
Employee Benefits, Disability Insurance, Wellness Programs, Dental, Continuing Education, FMLA, Worksite Benefits, Underwriting, Public Speaking, Consultative Selling, Negotiation
Education
University of Florida
Masters, Urban & Regional Planning
University of Florida
Bachelors, Political Science
Robert Doucet CFE, CFCI's Principal Financial Group Experience April 1999 - April 2000
Job Sr. Fraud Investigator at Capital One
Industry Security and Investigations
Experience
Capital One May 2013 - Present
West Suburban Bank July 2011 - April 2013
JCPenney December 2009 - December 2010
Rolling Meadows Police Department June 2000 - August 2009
Principal Financial Group April 1999 - April 2000
Skills
Investigations, Fraud, Policy, Identity Theft, Internal Investigations, Fraud Investigations, Loss Prevention, Criminal Investigations, Surveillance, Fraud Prevention, Security Management, Interviewing, Investigation, Background Checks, Certified Fraud Examiner, Criminal Justice, Enforcement, Evidence, Interrogation Techniques, Interviews, Law Enforcement..., Organized Retail Crime, Personal Protection, Police, Private Investigations, Security Operations
Education
University of Dubuque 1994 — 1998
Bachelor of Arts, Sociology/Criminal Justice
glenbard east 1990 — 1994
Capital One May 2013 - Present
West Suburban Bank July 2011 - April 2013
JCPenney December 2009 - December 2010
Rolling Meadows Police Department June 2000 - August 2009
Principal Financial Group April 1999 - April 2000
Skills
Investigations, Fraud, Policy, Identity Theft, Internal Investigations, Fraud Investigations, Loss Prevention, Criminal Investigations, Surveillance, Fraud Prevention, Security Management, Interviewing, Investigation, Background Checks, Certified Fraud Examiner, Criminal Justice, Enforcement, Evidence, Interrogation Techniques, Interviews, Law Enforcement..., Organized Retail Crime, Personal Protection, Police, Private Investigations, Security Operations
Education
University of Dubuque 1994 — 1998
Bachelor of Arts, Sociology/Criminal Justice
glenbard east 1990 — 1994
Emily Graham Emily Graham's Principal Financial Group Experience December 2006 - June 2008
Job Sales Representative at Lincoln Financial Group
Industry Insurance
Experience
Lincoln Financial Group August 2014 - Present
The Guardian Life Insurance Company of America July 2011 - February 2014
Allstate February 2009 - July 2011
Principal Financial Group December 2006 - June 2008
VECTOR MARKETING, CUTCO CUTLERY May 2002 - September 2002
Skills
Employee Benefits, Disability Insurance, Health Insurance, Insurance, Leadership, Marketing, Recruiting, Direct Sales, Life Insurance, Sales, Voluntary Employee..., Customer Retention, New Business Development, Property & Casualty..., Retirement, Human Resources, 401k, Customer Service, Accident, Brokers, COBRA, Term Life Insurance, Retirement Planning, Universal Life, Health Savings Accounts, Sales Management, Benefits Administration, Group Insurance, Long-term Care
Education
University of Houston 2001 — 2005
Bachelor of Science, Consumer Science and Merchandising
Aquinas High School 1997 — 2000
Lincoln Financial Group August 2014 - Present
The Guardian Life Insurance Company of America July 2011 - February 2014
Allstate February 2009 - July 2011
Principal Financial Group December 2006 - June 2008
VECTOR MARKETING, CUTCO CUTLERY May 2002 - September 2002
Skills
Employee Benefits, Disability Insurance, Health Insurance, Insurance, Leadership, Marketing, Recruiting, Direct Sales, Life Insurance, Sales, Voluntary Employee..., Customer Retention, New Business Development, Property & Casualty..., Retirement, Human Resources, 401k, Customer Service, Accident, Brokers, COBRA, Term Life Insurance, Retirement Planning, Universal Life, Health Savings Accounts, Sales Management, Benefits Administration, Group Insurance, Long-term Care
Education
University of Houston 2001 — 2005
Bachelor of Science, Consumer Science and Merchandising
Aquinas High School 1997 — 2000
Ellen Meza Ellen Meza's Principal Financial Group Experience 2004 - 2005
Job Global Benefits and Wellness Program Manager at Twitter
Industry Human Resources
Experience
Twitter May 2015 - Present
Riverbed Technology January 2014 - June 2015
Maxim Integrated April 2012 - January 2014
Informatica September 2009 - April 2012
Informatica Corporation August 2007 - September 2009
Informatica Corporation January 2007 - August 2007
ABD Insurance and Financial Services 2006 - 2007
Principal Financial Group 2004 - 2005
General Electric 2000 - 2003
Skills
HRIS, Recruiting, Acquisitions, Employee Benefits, Workday, Benefits Management, Benefits Design, Benefits Negotiation, Talent Acquisition, Employee Relations, Benefits Administration, Human Resources, Onboarding, Workforce Planning, Compensation & Benefits..., Training, New Hire Orientations, Leadership, HR Policies, Management, Program Management, PeopleSoft, Process Improvement, Hiring, Policy, Business Process, Applicant Tracking...
Education
University of Pennsylvania - The Wharton School 2009 — 2015
CEBS, Employee Benefits
University of Phoenix - San Francisco 2002 — 2004
MBA
University of California, Los Angeles 1996 — 2000
BA, Theater, Film & TV
Redwood High School 1992 — 1996
Twitter May 2015 - Present
Riverbed Technology January 2014 - June 2015
Maxim Integrated April 2012 - January 2014
Informatica September 2009 - April 2012
Informatica Corporation August 2007 - September 2009
Informatica Corporation January 2007 - August 2007
ABD Insurance and Financial Services 2006 - 2007
Principal Financial Group 2004 - 2005
General Electric 2000 - 2003
Skills
HRIS, Recruiting, Acquisitions, Employee Benefits, Workday, Benefits Management, Benefits Design, Benefits Negotiation, Talent Acquisition, Employee Relations, Benefits Administration, Human Resources, Onboarding, Workforce Planning, Compensation & Benefits..., Training, New Hire Orientations, Leadership, HR Policies, Management, Program Management, PeopleSoft, Process Improvement, Hiring, Policy, Business Process, Applicant Tracking...
Education
University of Pennsylvania - The Wharton School 2009 — 2015
CEBS, Employee Benefits
University of Phoenix - San Francisco 2002 — 2004
MBA
University of California, Los Angeles 1996 — 2000
BA, Theater, Film & TV
Redwood High School 1992 — 1996
James Hoeflinger James Hoeflinger's Principal Financial Group Experience June 2009 - Present
Job Financial Services Representative at Principal Financial Group
Industry Investment Management
Experience
Principal Financial Group June 2009 - Present
Guardian Life June 2006 - June 2009
MetLife May 1989 - June 2006
Education
University of Illinois at Chicago 1976 — 1980
Bachelor's Degree
Principal Financial Group June 2009 - Present
Guardian Life June 2006 - June 2009
MetLife May 1989 - June 2006
Education
University of Illinois at Chicago 1976 — 1980
Bachelor's Degree
Michelle Riner's Principal Financial Group Experience April 1998 - April 2000
Job Inventory Control Supervisor at Nordson Corporation
Industry Electrical/Electronic Manufacturing
Experience
Nordson Corporation March 2014 - Present
Nordson Adhesive Dispensing Systems March 2013 - March 2014
Trane March 2012 - March 2013
Thermo King January 2007 - January 2012
Kelly Automotive May 2000 - September 2006
Principal Financial Group April 1998 - April 2000
Skills
Financial Analysis, Sarbanes-Oxley, Financial Reporting, Business Development, Cost, Production Planning, Inventory Control, Inventory Analysis, Inventory Accuracy, Physical Inventory, Production Schedules, Operational Planning
Education
University of Central Florida 2004 — 2006
Business Administration and Management, General
Nordson Corporation March 2014 - Present
Nordson Adhesive Dispensing Systems March 2013 - March 2014
Trane March 2012 - March 2013
Thermo King January 2007 - January 2012
Kelly Automotive May 2000 - September 2006
Principal Financial Group April 1998 - April 2000
Skills
Financial Analysis, Sarbanes-Oxley, Financial Reporting, Business Development, Cost, Production Planning, Inventory Control, Inventory Analysis, Inventory Accuracy, Physical Inventory, Production Schedules, Operational Planning
Education
University of Central Florida 2004 — 2006
Business Administration and Management, General
Bert Ward Bert Ward's Principal Financial Group Experience May 2006 - Present
Job Consultant at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group May 2006 - Present
Morgan Stanley June 2005 - May 2006
Strategic Capital Bancorp, Inc. October 2002 - October 2004
Skills
Series 7, Mutual Funds, Employee Benefits, Investments, Retirement Planning, Financial Services, Insurance, Retirement, Securities, Data Analysis, Financial Modeling, Series 63, Asset Allocation, CRM
Education
University of Illinois at Urbana-Champaign 2000 — 2002
Bachelor of Science (B.S.), Finance, General
University of Illinois at Urbana-Champaign
Bachelor of Science (B.S.), Accounting and Finance
Principal Financial Group May 2006 - Present
Morgan Stanley June 2005 - May 2006
Strategic Capital Bancorp, Inc. October 2002 - October 2004
Skills
Series 7, Mutual Funds, Employee Benefits, Investments, Retirement Planning, Financial Services, Insurance, Retirement, Securities, Data Analysis, Financial Modeling, Series 63, Asset Allocation, CRM
Education
University of Illinois at Urbana-Champaign 2000 — 2002
Bachelor of Science (B.S.), Finance, General
University of Illinois at Urbana-Champaign
Bachelor of Science (B.S.), Accounting and Finance
Kiran Quraishi Kiran Quraishi's Principal Financial Group Experience January 2012 - May 2012
Job Patent Examiner at USPTO
Industry Higher Education
Experience
USPTO May 2012 - Present
Principal Financial Group January 2012 - May 2012
University of Maryland Baltimore County August 2008 - August 2011
NASA Goddard Space Flight Center June 2010 - August 2010
Skills
Matlab, Chemical Engineering, Labview, Aspen Plus, Statistics, Research, AutoCAD, Microsoft Office, Data Analysis, Unigraphics, Biochemical Engineering, Mathematica, Teaching, Microsoft Excel, PowerPoint, Java
Education
University of Maryland Baltimore County 2007 — 2011
Chemical/Biochemical Engineering, Chemical Engineering/Biomedical Engineering/Bio Engineering/Environmental Engineering
University of Houston 2005 — 2007
USPTO May 2012 - Present
Principal Financial Group January 2012 - May 2012
University of Maryland Baltimore County August 2008 - August 2011
NASA Goddard Space Flight Center June 2010 - August 2010
Skills
Matlab, Chemical Engineering, Labview, Aspen Plus, Statistics, Research, AutoCAD, Microsoft Office, Data Analysis, Unigraphics, Biochemical Engineering, Mathematica, Teaching, Microsoft Excel, PowerPoint, Java
Education
University of Maryland Baltimore County 2007 — 2011
Chemical/Biochemical Engineering, Chemical Engineering/Biomedical Engineering/Bio Engineering/Environmental Engineering
University of Houston 2005 — 2007
Bryan Urquidez Bryan Urquidez's Principal Financial Group Experience November 2009 - May 2010
Job Retired
Industry Financial Services
Experience
Benefits Communications Network July 2011 - April 2012
Waddell & Reed February 2011 - June 2011
Principal Financial Group November 2009 - May 2010
MetLife Financial Services January 2008 - October 2009
Placer County May 1994 - September 2007
Skills
Insurance, Uniform Combined State...
Education
University of California, Davis 1988 — 1991
BA, Political Science
Hartnell College 1985 — 1988
AA, Administration of Justice
Benefits Communications Network July 2011 - April 2012
Waddell & Reed February 2011 - June 2011
Principal Financial Group November 2009 - May 2010
MetLife Financial Services January 2008 - October 2009
Placer County May 1994 - September 2007
Skills
Insurance, Uniform Combined State...
Education
University of California, Davis 1988 — 1991
BA, Political Science
Hartnell College 1985 — 1988
AA, Administration of Justice
Ernest A Kopp III Ernest A Kopp III's Principal Financial Group Experience January 2011 - September 2012
Job General Manager at CJDR Marin Price / Simms Dealership Group
Industry Automotive
Experience
CJDR Marin - Price / Simms Dealership Group January 2014 - March 2015
Mike Patton Auto Family September 2012 - December 2013
Principal Financial Group January 2011 - September 2012
Audi Jacksonville March 2010 - November 2010
Lexus of Orange Park April 2008 - March 2010
University Kia December 2005 - February 2008
Greenway Automotive January 2000 - December 2005
Prestiege Ford March 1999 - January 2000
Budget Group April 1998 - March 1999
Scott McRae Automotive Group January 1978 - April 1998
Skills
SEM, SEO, Series 6, Sales Management, Customer Retention, Sales Process, Customer Satisfaction, Profit, Team Building, Sales, Business Planning, New Business Development, Negotiation, Account Management, Strategic Planning, Forecasting, Insurance, Finance, ADP Payroll, Loyal, Business Strategy, Leadership, Strategy, Inventory Management, Retail, B2B, Automotive, Automobile, Sales Operations, Training, Vehicles, Dealers, CRM, Management, Pricing, Market Planning, Operations Management, Selling, Customer Service, Competitive Analysis, Lead Generation, Marketing Strategy, Leadership Development, Advertising, Start-ups, E-commerce, Recruiting, Small Business, Income Statement, Direct Sales
Education
University of Florida 1971 — 1975
BS, Advertising / Business
University of Florida 1971 — 1975
Bachelor of Science (BS), Marketing / Advertsing
CJDR Marin - Price / Simms Dealership Group January 2014 - March 2015
Mike Patton Auto Family September 2012 - December 2013
Principal Financial Group January 2011 - September 2012
Audi Jacksonville March 2010 - November 2010
Lexus of Orange Park April 2008 - March 2010
University Kia December 2005 - February 2008
Greenway Automotive January 2000 - December 2005
Prestiege Ford March 1999 - January 2000
Budget Group April 1998 - March 1999
Scott McRae Automotive Group January 1978 - April 1998
Skills
SEM, SEO, Series 6, Sales Management, Customer Retention, Sales Process, Customer Satisfaction, Profit, Team Building, Sales, Business Planning, New Business Development, Negotiation, Account Management, Strategic Planning, Forecasting, Insurance, Finance, ADP Payroll, Loyal, Business Strategy, Leadership, Strategy, Inventory Management, Retail, B2B, Automotive, Automobile, Sales Operations, Training, Vehicles, Dealers, CRM, Management, Pricing, Market Planning, Operations Management, Selling, Customer Service, Competitive Analysis, Lead Generation, Marketing Strategy, Leadership Development, Advertising, Start-ups, E-commerce, Recruiting, Small Business, Income Statement, Direct Sales
Education
University of Florida 1971 — 1975
BS, Advertising / Business
University of Florida 1971 — 1975
Bachelor of Science (BS), Marketing / Advertsing
Curtis Gallegos Curtis Gallegos's Principal Financial Group Experience November 2007 - July 2010
Job Account Executive at First Federal Coin
Industry Financial Services
Experience
GovMint August 2010 - Present
Principal Financial Group November 2007 - July 2010
Miracle Steel Structures February 2003 - November 2007
Skills
Investments, Insurance, Strategic Financial..., Retirement Planning, Retirement, Series 7, Disability Insurance, 401k, Loans, Estate Planning, Wealth Management, Fixed Annuities, Mortgage Lending, Mutual Funds, Sales, Series 6, Term Life Insurance, Leadership, Customer Service, Sales Management
Education
University of Colorado at Colorado Springs 1998 — 2001
Communication / Psychology
GovMint August 2010 - Present
Principal Financial Group November 2007 - July 2010
Miracle Steel Structures February 2003 - November 2007
Skills
Investments, Insurance, Strategic Financial..., Retirement Planning, Retirement, Series 7, Disability Insurance, 401k, Loans, Estate Planning, Wealth Management, Fixed Annuities, Mortgage Lending, Mutual Funds, Sales, Series 6, Term Life Insurance, Leadership, Customer Service, Sales Management
Education
University of Colorado at Colorado Springs 1998 — 2001
Communication / Psychology
Brian Schnabel's Principal Financial Group Experience July 2011 - May 2013
Job Investment Advisor Representative at LPL Finanical
Industry Executive Office
Experience
LPL Finanical May 2013 - Present
Principal Financial Group July 2011 - May 2013
Expense Reduction Analysts July 2009 - January 2012
Kodi Klip Corp May 2008 - March 2009
Aegis Sciences Corp February 2007 - May 2008
Desa Specialty August 2003 - April 2004
VTech December 2001 - October 2002
Newell Rubbermaid March 2001 - September 2001
True Value Company September 1998 - March 2001
Elmer's Products, Inc. October 1995 - March 1998
Skills
Strategy, Strategic Planning, Leadership, Budgets, Mergers & Acquisitions, Strategic Financial..., Finance, Small Business, Process Improvement, Sales, Financial Services, Team Building, Risk Management, Marketing, Retirement Planning, Financial Analysis, New Business Development, Investments, Business Planning, CRM, Business Process..., Mergers, Insurance, Selling, Retail, Inventory Management, Recruiting, Project Management, Cash Management, Business Development, Product Development, Financial Planning
Education
University of Cincinnati 1971 — 1976
BS/BA, Accounting
LPL Finanical May 2013 - Present
Principal Financial Group July 2011 - May 2013
Expense Reduction Analysts July 2009 - January 2012
Kodi Klip Corp May 2008 - March 2009
Aegis Sciences Corp February 2007 - May 2008
Desa Specialty August 2003 - April 2004
VTech December 2001 - October 2002
Newell Rubbermaid March 2001 - September 2001
True Value Company September 1998 - March 2001
Elmer's Products, Inc. October 1995 - March 1998
Skills
Strategy, Strategic Planning, Leadership, Budgets, Mergers & Acquisitions, Strategic Financial..., Finance, Small Business, Process Improvement, Sales, Financial Services, Team Building, Risk Management, Marketing, Retirement Planning, Financial Analysis, New Business Development, Investments, Business Planning, CRM, Business Process..., Mergers, Insurance, Selling, Retail, Inventory Management, Recruiting, Project Management, Cash Management, Business Development, Product Development, Financial Planning
Education
University of Cincinnati 1971 — 1976
BS/BA, Accounting
Clarissa Cash Clarissa Cash's Principal Financial Group Experience October 2011 - Present
Job Senior Account Executive at Principal Financial Group
Industry Insurance
Experience
Principal Financial Group October 2011 - Present
Alliant Insurance Services June 2006 - October 2011
Skills
Insurance, Brokers, Health Insurance, Underwriting, Disability Insurance, Employee Benefits, Account Management, Management, Life Insurance, Term Life Insurance
Education
University of California, Irvine
Economics, Economics
Principal Financial Group October 2011 - Present
Alliant Insurance Services June 2006 - October 2011
Skills
Insurance, Brokers, Health Insurance, Underwriting, Disability Insurance, Employee Benefits, Account Management, Management, Life Insurance, Term Life Insurance
Education
University of California, Irvine
Economics, Economics
Gideon Seroney Gideon Seroney's Principal Financial Group Experience March 1993 - July 2008
Job Hyperion Consultant at Par Petroleum Corporation
Industry Information Technology and Services
Experience
Par Petroleum Corporation March 2015 - Present
Ensco plc January 2014 - February 2015
AEI Energy July 2008 - August 2013
Principal Financial Group March 1993 - July 2008
Skills
Insurance, Retirement Plan..., Financial Analysis, Finance Budgeting and..., Dell, Microsoft and..., Human Resources, Hyperion, Essbase, HFM and FDQM, Hyperion Financial..., Hyperion Installation..., BI and Infrastructure..., Hyperion Planning, .NET, Consolidation, SQL, Consulting, Project Management, Hyperion Enterprise, Business Intelligence, Hyperion EPM, Software Documentation, Business Analysis, HFM, Management, Hyperion HFM, Microsoft SQL Server
Education
Drake University 1993 — 1995
MBA Studies
Central Missouri State University 1988 — 1992
BSBA, IT, Honors
Par Petroleum Corporation March 2015 - Present
Ensco plc January 2014 - February 2015
AEI Energy July 2008 - August 2013
Principal Financial Group March 1993 - July 2008
Skills
Insurance, Retirement Plan..., Financial Analysis, Finance Budgeting and..., Dell, Microsoft and..., Human Resources, Hyperion, Essbase, HFM and FDQM, Hyperion Financial..., Hyperion Installation..., BI and Infrastructure..., Hyperion Planning, .NET, Consolidation, SQL, Consulting, Project Management, Hyperion Enterprise, Business Intelligence, Hyperion EPM, Software Documentation, Business Analysis, HFM, Management, Hyperion HFM, Microsoft SQL Server
Education
Drake University 1993 — 1995
MBA Studies
Central Missouri State University 1988 — 1992
BSBA, IT, Honors
John J. Lee's Principal Financial Group Experience December 2011 - January 2014
Job Partner at Moon Voyage
Industry Financial Services
Experience
Byline Bank December 2014 - Present
Moon Voyage January 2013 - Present
Edward Jones January 2014 - December 2014
Principal Financial Group December 2011 - January 2014
Fifth Third Bank April 2007 - October 2011
Education
University of Illinois at Urbana-Champaign 2001 — 2006
Byline Bank December 2014 - Present
Moon Voyage January 2013 - Present
Edward Jones January 2014 - December 2014
Principal Financial Group December 2011 - January 2014
Fifth Third Bank April 2007 - October 2011
Education
University of Illinois at Urbana-Champaign 2001 — 2006
Scott Caloway Scott Caloway's Principal Financial Group Experience July 2010 - February 2015
Job Helping financial advisors and consultants grow their businesses through corporate retirement plans
Industry Financial Services
Experience
ADP June 2015 - Present
Principal Financial Group July 2010 - February 2015
Qualified Plans, LLC September 2009 - July 2010
MassMutual September 2007 - September 2009
ADP May 2005 - September 2007
ADP May 2003 - May 2005
ADP March 2002 - May 2003
ADP March 2000 - March 2002
ADP April 1998 - March 2000
Skills
401k, 403 b, Deferred Compensation..., Defined Benefit Plans, Executive Benefit..., Pension Plans, Tax Exempt Plans, ESOP, Series 7, Series 24, Series 66
Education
University of Delaware 1990 — 1995
B.S., Business Administration/Management
ADP June 2015 - Present
Principal Financial Group July 2010 - February 2015
Qualified Plans, LLC September 2009 - July 2010
MassMutual September 2007 - September 2009
ADP May 2005 - September 2007
ADP May 2003 - May 2005
ADP March 2002 - May 2003
ADP March 2000 - March 2002
ADP April 1998 - March 2000
Skills
401k, 403 b, Deferred Compensation..., Defined Benefit Plans, Executive Benefit..., Pension Plans, Tax Exempt Plans, ESOP, Series 7, Series 24, Series 66
Education
University of Delaware 1990 — 1995
B.S., Business Administration/Management
Jenny Dodson Jenny Dodson's Principal Financial Group Experience July 2007 - June 2008
Job Managing Director Institutional Sales at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group January 2015 - Present
MassMutual Financial Group May 2013 - Present
MassMutual Financial Group January 2013 - May 2013
The Hartford October 2011 - January 2013
John Hancock Life Insurance Company (U.S.A.) June 2008 - October 2011
Principal Financial Group July 2007 - June 2008
Alliant Insurance Services January 2006 - July 2007
Mary Kay, Inc. April 2003 - January 2006
Wells Fargo November 2001 - September 2003
Skills
401k, 457, 403b, Retirement Plans, Retirement Solutions, Retirement Plan..., Sales Support, Series 7, Series 66, Retirement Planning, Uniform Combined State..., Financial Services, Sales Operations, 403 b, Business Planning, Strategic Financial..., Investments, Series 63, Wealth Management, Sales, Marketing, Relationship Management, Qualified Retirement..., Defined Contribution, Series 6, Life Insurance, Mutual Funds, Asset Allocation, FINRA, Fixed Annuities
Education
University of Houston 1996 — 2001
Communications, Public Relations & Advertising
MassMutual Financial Group January 2015 - Present
MassMutual Financial Group May 2013 - Present
MassMutual Financial Group January 2013 - May 2013
The Hartford October 2011 - January 2013
John Hancock Life Insurance Company (U.S.A.) June 2008 - October 2011
Principal Financial Group July 2007 - June 2008
Alliant Insurance Services January 2006 - July 2007
Mary Kay, Inc. April 2003 - January 2006
Wells Fargo November 2001 - September 2003
Skills
401k, 457, 403b, Retirement Plans, Retirement Solutions, Retirement Plan..., Sales Support, Series 7, Series 66, Retirement Planning, Uniform Combined State..., Financial Services, Sales Operations, 403 b, Business Planning, Strategic Financial..., Investments, Series 63, Wealth Management, Sales, Marketing, Relationship Management, Qualified Retirement..., Defined Contribution, Series 6, Life Insurance, Mutual Funds, Asset Allocation, FINRA, Fixed Annuities
Education
University of Houston 1996 — 2001
Communications, Public Relations & Advertising
Damien Cannaday Damien Cannaday's Principal Financial Group Experience October 2010 - Present
Job Financial Advisor at Principal Financial Group
Industry Insurance
Experience
Principal Financial Group October 2010 - Present
American income Life July 2007 - October 2010
Mortgage & Investment Consultants May 2004 - December 2007
Skills
Estate Planning, Universal Life Insurance, Whole Life Insurance, Term Life Insurance, Disability Insurance, 401k, 403 b, SEP IRA, Simple IRA, Traditional IRA, Roth IRA, Long Term Care Insurance, Asset Allocation, Mutual Funds, Variable Annuities, Fixed Annuities, Series 6, Series 63, Retirement Planning, Buy-sell Agreements, Financial Analysis, Wealth Accumulation, Business Continuity, Business Overhead..., Charitable Giving, College Funding..., Deferred Compensation, Dental Insurance, Executive Benefit..., Income Protection, Informal Business..., Key Person Insurance, Pension Plans, Salary Continuation, Split Dollar Plans, Supplemental Retirement..., Survivor Income, Tax-Deferred Savings, Wellness Programs
Education
University of Minnesota-Twin Cities 1999 — 2001
BA, Architecture
University of Hawaii at Manoa
Principal Financial Group October 2010 - Present
American income Life July 2007 - October 2010
Mortgage & Investment Consultants May 2004 - December 2007
Skills
Estate Planning, Universal Life Insurance, Whole Life Insurance, Term Life Insurance, Disability Insurance, 401k, 403 b, SEP IRA, Simple IRA, Traditional IRA, Roth IRA, Long Term Care Insurance, Asset Allocation, Mutual Funds, Variable Annuities, Fixed Annuities, Series 6, Series 63, Retirement Planning, Buy-sell Agreements, Financial Analysis, Wealth Accumulation, Business Continuity, Business Overhead..., Charitable Giving, College Funding..., Deferred Compensation, Dental Insurance, Executive Benefit..., Income Protection, Informal Business..., Key Person Insurance, Pension Plans, Salary Continuation, Split Dollar Plans, Supplemental Retirement..., Survivor Income, Tax-Deferred Savings, Wellness Programs
Education
University of Minnesota-Twin Cities 1999 — 2001
BA, Architecture
University of Hawaii at Manoa
Brent Gutel Brent Gutel's Principal Financial Group Experience August 2006 - Present
Job Financial Educator and Facilitator
Industry Financial Services
Experience
Principal Financial Group August 2006 - Present
Missouri Air National Guard 2001 - 2008
Fireside Realty November 2004 - July 2006
Education
University of Central Missouri 2001 — 2005
Aviation Management, Aviation
Principal Financial Group August 2006 - Present
Missouri Air National Guard 2001 - 2008
Fireside Realty November 2004 - July 2006
Education
University of Central Missouri 2001 — 2005
Aviation Management, Aviation
Gurukirn Khalsa Gurukirn Khalsa's Principal Financial Group Experience 1990 - 1992
Job National Sales Manager & CoOwner at Soothing Touch
Industry Cosmetics
Experience
Soothing Touch December 2006 - Present
Golden Temple 2004 - 2006
SGN Sales & Marketing 1992 - 2004
Principal Financial Group 1990 - 1992
Lloyd's Furniture 1974 - 1990
Education
University of Florida 1971 — 1973
BA, Psychology
College of Orlando 1968 — 1971
AA
Soothing Touch December 2006 - Present
Golden Temple 2004 - 2006
SGN Sales & Marketing 1992 - 2004
Principal Financial Group 1990 - 1992
Lloyd's Furniture 1974 - 1990
Education
University of Florida 1971 — 1973
BA, Psychology
College of Orlando 1968 — 1971
AA
Jon Parkman Jon Parkman's Principal Financial Group Experience July 2007 - Present
Job Financial Advisor with the Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group July 2007 - Present
Stingrays Hockey Team March 2004 - May 2007
Education
University of Georgia - Terry College of Business 2002 — 2005
Marketing, Accounting, Marketing and Finance
Principal Financial Group July 2007 - Present
Stingrays Hockey Team March 2004 - May 2007
Education
University of Georgia - Terry College of Business 2002 — 2005
Marketing, Accounting, Marketing and Finance
Gary Giffen Gary Giffen's Principal Financial Group Experience August 2000 - February 2005
Job Senior DCIO Specialist at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments April 2009 - Present
Clearpoint Financial/NRP February 2004 - April 2009
Principal Financial Group August 2000 - February 2005
Education
University of Connecticut 1987 — 1992
Bachelor of Arts (B.A.), Communication, General
Franklin Templeton Investments April 2009 - Present
Clearpoint Financial/NRP February 2004 - April 2009
Principal Financial Group August 2000 - February 2005
Education
University of Connecticut 1987 — 1992
Bachelor of Arts (B.A.), Communication, General
Nora Silvey Nora Silvey's Principal Financial Group Experience July 2000 - October 2006
Job Retirement Sales & Service Specialist at TJS Financial Services, LLC
Industry Investment Management
Experience
Tucker, Johnston & Smelzer Inc. January 2013 - Present
The Advisor Group January 2008 - January 2013
Principal Financial Group July 2000 - October 2006
Skills
Morningstar, 401k, Mutual Funds, Communication Skills, Employee Benefits, Asset Allocation, FINRA, Investment Strategies, Life Insurance, Fixed Annuities, IRAs
Education
University of Dayton 1995 — 1999
Communication Management, Communications
Greensburg Central Catholic High School 1991 — 1995
High School Dipolma, College Prep
Tucker, Johnston & Smelzer Inc. January 2013 - Present
The Advisor Group January 2008 - January 2013
Principal Financial Group July 2000 - October 2006
Skills
Morningstar, 401k, Mutual Funds, Communication Skills, Employee Benefits, Asset Allocation, FINRA, Investment Strategies, Life Insurance, Fixed Annuities, IRAs
Education
University of Dayton 1995 — 1999
Communication Management, Communications
Greensburg Central Catholic High School 1991 — 1995
High School Dipolma, College Prep
Marnie Herren Marnie Herren's Principal Financial Group Experience 1994 - 1995
Job Project Manager at eventPower
Industry Events Services
Experience
eventPower, Inc. February 2011 - Present
Bear Stearns & Company 2007 - 2009
Citi 2005 - 2007
Financial Services Industry 1995 - 2005
Principal Financial Group 1994 - 1995
Merrill Lynch 1992 - 1994
Skills
Meeting Planning, Trade Shows, Event Management, Event Producing, Project Management, Event Planning, Marketing, Strategic Communications, Social Media..., Social Media Marketing, Marketing Communications, Conference Coordination, Marketing Strategy, Sales, Speaker Support, Financial Accounting, Customer Service, Organizational..., Public Speaking, Consumer Behaviour, Management, Leadership, Strategic Planning, Program Management, Team Leadership, Social Media, Budgets, Strategy, Business Development, Corporate Events, Team Building, New Business Development
Education
University of Florida - Warrington College of Business Administration
Bachelor of Science (B.S.), Marketing
eventPower, Inc. February 2011 - Present
Bear Stearns & Company 2007 - 2009
Citi 2005 - 2007
Financial Services Industry 1995 - 2005
Principal Financial Group 1994 - 1995
Merrill Lynch 1992 - 1994
Skills
Meeting Planning, Trade Shows, Event Management, Event Producing, Project Management, Event Planning, Marketing, Strategic Communications, Social Media..., Social Media Marketing, Marketing Communications, Conference Coordination, Marketing Strategy, Sales, Speaker Support, Financial Accounting, Customer Service, Organizational..., Public Speaking, Consumer Behaviour, Management, Leadership, Strategic Planning, Program Management, Team Leadership, Social Media, Budgets, Strategy, Business Development, Corporate Events, Team Building, New Business Development
Education
University of Florida - Warrington College of Business Administration
Bachelor of Science (B.S.), Marketing
Jennifer Love Jennifer Love's Principal Financial Group Experience January 2007 - Present
Job Director of Sales at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group January 2007 - Present
ING January 2006 - December 2006
Impact Marketing & Promotions March 2003 - December 2005
Skills
401k, Series 7, Life & Health Licenses, ERISA, Defined Benefit, Retirement, Retirement Planning, 403 b, Pensions, Mutual Funds, Financial Services, Asset Allocation, Finance, Investments, Financial Advisory
Education
University of California, Los Angeles 1998 — 2002
Bachelor of Arts (B.A.), Sociology
Principal Financial Group January 2007 - Present
ING January 2006 - December 2006
Impact Marketing & Promotions March 2003 - December 2005
Skills
401k, Series 7, Life & Health Licenses, ERISA, Defined Benefit, Retirement, Retirement Planning, 403 b, Pensions, Mutual Funds, Financial Services, Asset Allocation, Finance, Investments, Financial Advisory
Education
University of California, Los Angeles 1998 — 2002
Bachelor of Arts (B.A.), Sociology
Jason DeVries Jason DeVries's Principal Financial Group Experience February 2008 - April 2012
Job Financial Advisor and Senior Financial Services Representative
Industry Financial Services
Experience
Princor Financial Services Corporation, A member of the Principal Financial Group 2015 - Present
Eaton Financial 2010 - Present
Principal Financial Group February 2008 - April 2012
Live United Network- United Way of Tampa Bay September 2008 - October 2010
Family Service Centers Inc. June 2007 - November 2009
Regions Bank July 2006 - December 2007
Banc of America Investments June 2004 - June 2006
Bank of America March 2003 - June 2006
United Way Silicon Valley Young Leader's Society 2004 - May 2006
Skills
Retirement Planning, Risk Management, Investments, Plannning, Tax Efficiency, Banking, Finance, Leadership, Employee Benefits, Strategic Planning, Public Speaking, Financial Analysis, Customer Service, Budgets, Event Planning, Team Leadership, Analysis, Non-profits, 401k, Project Management, Wealth Management, Business Planning, Sales, Portfolio Management, Mergers, Loans, Coaching, Strategic Financial..., Negotiation, Insurance, Management, Business Development, Business Strategy, Asset Managment, Change Management, Mutual Funds, Small Business, Public Relations, IRAs, Program Management, Process Improvement, Retirement
Education
University of California, Los Angeles 1994 — 1998
BA
Huntington Beach High School 1990 — 1994
Diploma
Princor Financial Services Corporation, A member of the Principal Financial Group 2015 - Present
Eaton Financial 2010 - Present
Principal Financial Group February 2008 - April 2012
Live United Network- United Way of Tampa Bay September 2008 - October 2010
Family Service Centers Inc. June 2007 - November 2009
Regions Bank July 2006 - December 2007
Banc of America Investments June 2004 - June 2006
Bank of America March 2003 - June 2006
United Way Silicon Valley Young Leader's Society 2004 - May 2006
Skills
Retirement Planning, Risk Management, Investments, Plannning, Tax Efficiency, Banking, Finance, Leadership, Employee Benefits, Strategic Planning, Public Speaking, Financial Analysis, Customer Service, Budgets, Event Planning, Team Leadership, Analysis, Non-profits, 401k, Project Management, Wealth Management, Business Planning, Sales, Portfolio Management, Mergers, Loans, Coaching, Strategic Financial..., Negotiation, Insurance, Management, Business Development, Business Strategy, Asset Managment, Change Management, Mutual Funds, Small Business, Public Relations, IRAs, Program Management, Process Improvement, Retirement
Education
University of California, Los Angeles 1994 — 1998
BA
Huntington Beach High School 1990 — 1994
Diploma
Meredith Villwock Meredith Villwock's Principal Financial Group Experience 2003 - 2007
Job Product Manager at Voya
Industry Financial Services
Experience
Voya Financial January 2008 - Present
ING 2007 - 2008
Principal Financial Group 2003 - 2007
Education
University of Hartford 1996 — 2000
BFA
Voya Financial January 2008 - Present
ING 2007 - 2008
Principal Financial Group 2003 - 2007
Education
University of Hartford 1996 — 2000
BFA
Frank Lorenzo, Jr Frank Lorenzo, Jr's Principal Financial Group Experience 1971 - Present
Job Financial Representative at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group 1971 - Present
United States Army 1968 - 1971
Skills
Retirement Planning, Income Protection, Business Planning, Insurance, Small Business, Retirement Solutions, Wealth Accumulation, IRA Rollovers, Wealth Preservation, Insurance Planning, IRA's, Retirement, Annuities
Education
University of Florida 1964 — 1968
Bachelors of Science, Business Administration
Principal Financial Group 1971 - Present
United States Army 1968 - 1971
Skills
Retirement Planning, Income Protection, Business Planning, Insurance, Small Business, Retirement Solutions, Wealth Accumulation, IRA Rollovers, Wealth Preservation, Insurance Planning, IRA's, Retirement, Annuities
Education
University of Florida 1964 — 1968
Bachelors of Science, Business Administration
Tarannum Hakim's Principal Financial Group Experience July 2010 - December 2010
Job Lead System Analyst /Developer at Cast & Crew Entertainment Services
Industry Financial Services
Experience
Cast & Crew Entertainment Services March 2015 - Present
Entertainment Partners August 2012 - February 2015
Randstad Technologies US August 2011 - August 2012
SalePoint Inc. January 2011 - March 2011
Principal Financial Group July 2010 - December 2010
Fletcher Flora Health Care Systems, Inc February 2008 - July 2009
Skills
Drools, JBPM, SDLC, Agile Methodologies, Software Development, J2EE Web Services, SOA, Spring Framework, Software Project..., Microsoft SQL Server, Requirements Analysis, SQL, Java, Scrum, Web Services, Databases, Java Enterprise Edition, XML
Education
University of Pune 1999 — 2001
Master's degree
University of California, Los Angeles 2012 — 2015
Certificate in Project Management
University of Pune 1996 — 1999
Bachelor's degree
Cast & Crew Entertainment Services March 2015 - Present
Entertainment Partners August 2012 - February 2015
Randstad Technologies US August 2011 - August 2012
SalePoint Inc. January 2011 - March 2011
Principal Financial Group July 2010 - December 2010
Fletcher Flora Health Care Systems, Inc February 2008 - July 2009
Skills
Drools, JBPM, SDLC, Agile Methodologies, Software Development, J2EE Web Services, SOA, Spring Framework, Software Project..., Microsoft SQL Server, Requirements Analysis, SQL, Java, Scrum, Web Services, Databases, Java Enterprise Edition, XML
Education
University of Pune 1999 — 2001
Master's degree
University of California, Los Angeles 2012 — 2015
Certificate in Project Management
University of Pune 1996 — 1999
Bachelor's degree
Ryan R. Wyllys Ryan R. Wyllys's Principal Financial Group Experience March 2013 - January 2014
Job Regional Investment Consultant at Swan Global Investments
Industry Financial Services
Experience
Swan Global Investments January 2015 - Present
Bank of America April 2014 - January 2015
Principal Financial Group March 2013 - January 2014
Kovack Securities April 2007 - February 2013
Kovack Advisors, Inc April 2007 - September 2012
Ryan Beck & Co., Inc June 2001 - March 2007
Beck & Co., Inc January 2001 - June 2002
Skills
Innovative Thinking, Marketing Communications, Investment Advisory, Asset Management, Portfolio Management, Investments, Asset Allocation, Relationship Marketing, Marketing Strategy, Marketing, Creative Writing, Creative Strategy, Creative Solutions, Teamwork, Philanthropy, Volunteer Management, Volunteer Recruiting, Volunteer Training, Brainstorm Facilitation, Research, Social Media Marketing, Market Research, Technical Writing, Public Speaking, Separately Managed..., Wrap Accounts, Investment Advisory..., Quantitative Research, Qualitative Research, Fundraising, Event Management, Event Planning, Business Development, Practice Management
Education
University of Florida 1997 — 2001
Bachelor of Arts
University of Florida - Warrington College of Business Administration 1997 — 2001
BABA
Spanish River 1995 — 1997
Swan Global Investments January 2015 - Present
Bank of America April 2014 - January 2015
Principal Financial Group March 2013 - January 2014
Kovack Securities April 2007 - February 2013
Kovack Advisors, Inc April 2007 - September 2012
Ryan Beck & Co., Inc June 2001 - March 2007
Beck & Co., Inc January 2001 - June 2002
Skills
Innovative Thinking, Marketing Communications, Investment Advisory, Asset Management, Portfolio Management, Investments, Asset Allocation, Relationship Marketing, Marketing Strategy, Marketing, Creative Writing, Creative Strategy, Creative Solutions, Teamwork, Philanthropy, Volunteer Management, Volunteer Recruiting, Volunteer Training, Brainstorm Facilitation, Research, Social Media Marketing, Market Research, Technical Writing, Public Speaking, Separately Managed..., Wrap Accounts, Investment Advisory..., Quantitative Research, Qualitative Research, Fundraising, Event Management, Event Planning, Business Development, Practice Management
Education
University of Florida 1997 — 2001
Bachelor of Arts
University of Florida - Warrington College of Business Administration 1997 — 2001
BABA
Spanish River 1995 — 1997
Diana Groh Diana Groh's Principal Financial Group Experience October 2014 - Present
Job Princor Registered Representative
Industry Financial Services
Experience
Principal Financial Group October 2014 - Present
Mutual of Omaha December 2012 - July 2014
Skills
Series 7, Fixed Annuities, Variable Annuities, 401k, Business Continuation..., Charitable Giving, College Funding..., Disability Income..., Estate Planning, IRAs, Mutual Funds, Wealth Accumulation, Term Life Insurance, Whole Life Insurance, Universal Life Insurance
Education
University of Delaware 2003 — 2007
Principal Financial Group October 2014 - Present
Mutual of Omaha December 2012 - July 2014
Skills
Series 7, Fixed Annuities, Variable Annuities, 401k, Business Continuation..., Charitable Giving, College Funding..., Disability Income..., Estate Planning, IRAs, Mutual Funds, Wealth Accumulation, Term Life Insurance, Whole Life Insurance, Universal Life Insurance
Education
University of Delaware 2003 — 2007
Jessica Shoemaker's Principal Financial Group Experience April 2011 - May 2012
Job Intern Architect at ZBA Architecture PS // LEED Green Associate
Industry Architecture & Planning
Experience
ZBA Architecture PS May 2012 - Present
Principal Financial Group April 2011 - May 2012
EEWeb.com December 2010 - May 2012
The Coffee Shop May 2006 - February 2011
University of Idaho August 2009 - May 2010
University of Idaho August 2008 - May 2009
Skills
Illustrator, InDesign, Microsoft Office, Photoshop, SketchUp, Adobe Creative Suite, Architectural Design, PowerPoint, AutoCAD, Word, Excel, Windows, Mac OS X, Corel Draw, Adobe Acrobat, Graphic Design, Public Speaking, Social Media, Writing, 3D Studio Max, Bridge, LEED, Revit, Leadership, Outlook, Strategic Planning, Sustainable Design, Social Networking, Sketching, Urban Planning, Construction Document..., Submittals, Architecture, AutoCAD Architecture, Architectural Drawings, Rhino, Microsoft Excel
Education
University of Idaho 2009 — 2010
M. Arch, Architecture
University of Idaho 2005 — 2009
B.S., Architecture, Interior Design
ZBA Architecture PS May 2012 - Present
Principal Financial Group April 2011 - May 2012
EEWeb.com December 2010 - May 2012
The Coffee Shop May 2006 - February 2011
University of Idaho August 2009 - May 2010
University of Idaho August 2008 - May 2009
Skills
Illustrator, InDesign, Microsoft Office, Photoshop, SketchUp, Adobe Creative Suite, Architectural Design, PowerPoint, AutoCAD, Word, Excel, Windows, Mac OS X, Corel Draw, Adobe Acrobat, Graphic Design, Public Speaking, Social Media, Writing, 3D Studio Max, Bridge, LEED, Revit, Leadership, Outlook, Strategic Planning, Sustainable Design, Social Networking, Sketching, Urban Planning, Construction Document..., Submittals, Architecture, AutoCAD Architecture, Architectural Drawings, Rhino, Microsoft Excel
Education
University of Idaho 2009 — 2010
M. Arch, Architecture
University of Idaho 2005 — 2009
B.S., Architecture, Interior Design
Nader Badreddine Nader Badreddine's Principal Financial Group Experience May 2013 - August 2013
Job Consultant at Hitachi Consulting
Industry Information Technology and Services
Experience
Hitachi Consulting July 2014 - Present
Principal Financial Group May 2013 - August 2013
School of Continuing and Professional Studies January 2013 - May 2013
Neudesic April 2012 - September 2012
Skills
Quality Assurance, TFS, HTML, JavaScript, VBScript, ASP.NET, Microsoft Visual Studio..., Java, Regression Testing, Microsoft Office 2010, SQL, SQL*Plus, SharePoint, CRM, Informatica, Oracle, Access, Testing, Visual Studio, Visio, Scrum, ETL, CSS, SSRS, Agile Methodologies
Education
University of Houston, C.T. Bauer College of Business 2011 — 2014
BBA, Management Information Systems
University of Houston, C.T. Bauer College of Business
Bachelor's degree, Management Information Systems, General
Hitachi Consulting July 2014 - Present
Principal Financial Group May 2013 - August 2013
School of Continuing and Professional Studies January 2013 - May 2013
Neudesic April 2012 - September 2012
Skills
Quality Assurance, TFS, HTML, JavaScript, VBScript, ASP.NET, Microsoft Visual Studio..., Java, Regression Testing, Microsoft Office 2010, SQL, SQL*Plus, SharePoint, CRM, Informatica, Oracle, Access, Testing, Visual Studio, Visio, Scrum, ETL, CSS, SSRS, Agile Methodologies
Education
University of Houston, C.T. Bauer College of Business 2011 — 2014
BBA, Management Information Systems
University of Houston, C.T. Bauer College of Business
Bachelor's degree, Management Information Systems, General
Kirk Dodge's Principal Financial Group Experience November 2006 - January 2009
Job Consult to growing, high potential companies
Industry Financial Services
Experience
Dodge Consulting December 2012 - Present
Barton Hills Country Club 2012 - 2013
J.P. Morgan Asset Management December 2010 - December 2012
The Fusion Group June 2009 - December 2010
Poplar Forest Funds May 2009 - December 2010
Principal Financial Group November 2006 - January 2009
Crowell Weedon October 2004 - October 2006
Capital Group/American Funds October 1993 - October 2004
Dobson McOmber January 1991 - September 1993
Greenhills School 1991 - 1993
Skills
Sales Management, Series 63, Series 7, New Business Development, Strategic Planning, Mutual Funds, Leadership, Investments, Retirement Planning, Management, Marketing Communications, 401k, Sales, Selling, Coaching, Retirement, Recruiting, Business Development, Start-ups, Sales Operations, Sales Process, Training, Strategy
Education
University of Michigan 1989 — 1991
Masters - Urban and Regional Planning, Economic Development
University of Colorado at Boulder 1978 — 1980
B.A., Economics
Greenhills School 1971 — 1977
Dodge Consulting December 2012 - Present
Barton Hills Country Club 2012 - 2013
J.P. Morgan Asset Management December 2010 - December 2012
The Fusion Group June 2009 - December 2010
Poplar Forest Funds May 2009 - December 2010
Principal Financial Group November 2006 - January 2009
Crowell Weedon October 2004 - October 2006
Capital Group/American Funds October 1993 - October 2004
Dobson McOmber January 1991 - September 1993
Greenhills School 1991 - 1993
Skills
Sales Management, Series 63, Series 7, New Business Development, Strategic Planning, Mutual Funds, Leadership, Investments, Retirement Planning, Management, Marketing Communications, 401k, Sales, Selling, Coaching, Retirement, Recruiting, Business Development, Start-ups, Sales Operations, Sales Process, Training, Strategy
Education
University of Michigan 1989 — 1991
Masters - Urban and Regional Planning, Economic Development
University of Colorado at Boulder 1978 — 1980
B.A., Economics
Greenhills School 1971 — 1977
Pamela Mimms Hawkins's Principal Financial Group Experience 2015 - Present
Job Financial Representative at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group 2015 - Present
Allstate Insurance Corporation 2008 - 2014
Allstate Insurance Corporation 2004 - 2008
Allstate Insurance Corporation 1998 - 2004
Allstate Insurance Corporation 1989 - 1998
Skills
Annuities (Variable &..., Pension Plans, Informal Business..., Term Life Insurance, Key Person Insurance, Retirement Planning, Securities, Series, 6, 63, Buy-sell Agreements, Business Continuation..., Buy Sell Review, 401(k), 403(b), SEP &..., Charitable Giving, College Funding..., Deferred Compensation..., Dental Insurance, Disability Income..., Estate Planning, Executive Benefits..., Financial Needs Analysis, Income Protection, IRAs (Traditional &..., Mutual Funds, Long Term Care Insurance, Salary Continuation, Supplemenmtal..., Survivor Income, Tax-Deferred Savings, Universal Life Insurance, Employee Wellness..., Wealth Accumul, Whole Life
Education
University of Florida
Bachelor's Degree, Public Administration, Business
Washington State University
Associate, Political Science, Business
Principal Financial Group 2015 - Present
Allstate Insurance Corporation 2008 - 2014
Allstate Insurance Corporation 2004 - 2008
Allstate Insurance Corporation 1998 - 2004
Allstate Insurance Corporation 1989 - 1998
Skills
Annuities (Variable &..., Pension Plans, Informal Business..., Term Life Insurance, Key Person Insurance, Retirement Planning, Securities, Series, 6, 63, Buy-sell Agreements, Business Continuation..., Buy Sell Review, 401(k), 403(b), SEP &..., Charitable Giving, College Funding..., Deferred Compensation..., Dental Insurance, Disability Income..., Estate Planning, Executive Benefits..., Financial Needs Analysis, Income Protection, IRAs (Traditional &..., Mutual Funds, Long Term Care Insurance, Salary Continuation, Supplemenmtal..., Survivor Income, Tax-Deferred Savings, Universal Life Insurance, Employee Wellness..., Wealth Accumul, Whole Life
Education
University of Florida
Bachelor's Degree, Public Administration, Business
Washington State University
Associate, Political Science, Business
Deven S. Patel's Principal Financial Group Experience May 2014 - September 2014
Job Credit Analyst at Central Bank
Industry Banking
Experience
Central Bank February 2015 - Present
Principal Financial Group May 2014 - September 2014
CITGO Petroleum August 2010 - December 2013
Profit and Gains LLC June 2013 - August 2013
Skills
Credit Analysis, Credit Risk, Cash Flow Analysis, Microsoft Office, Microsoft Excel, Microsoft Word, Research, Financial Analysis, Investment Valuation, Cost Management, Teamwork, Data Analysis, Time Management, Financial Risk
Education
University of South Florida 2013 — 2014
Bachelors of Science, Finance
University of Florida 2010 — 2013
Finance
Central Bank February 2015 - Present
Principal Financial Group May 2014 - September 2014
CITGO Petroleum August 2010 - December 2013
Profit and Gains LLC June 2013 - August 2013
Skills
Credit Analysis, Credit Risk, Cash Flow Analysis, Microsoft Office, Microsoft Excel, Microsoft Word, Research, Financial Analysis, Investment Valuation, Cost Management, Teamwork, Data Analysis, Time Management, Financial Risk
Education
University of South Florida 2013 — 2014
Bachelors of Science, Finance
University of Florida 2010 — 2013
Finance
Alison Beard Alison Beard's Principal Financial Group Experience June 1998 - December 1999
Job Associate Director at NASDAQ OMX
Industry Financial Services
Experience
NASDAQ OMX December 1999 - Present
Principal Financial Group June 1998 - December 1999
Education
University of Hartford 1994 — 1998
Bachelor of Science (B.S.), Finance and Economics
NASDAQ OMX December 1999 - Present
Principal Financial Group June 1998 - December 1999
Education
University of Hartford 1994 — 1998
Bachelor of Science (B.S.), Finance and Economics
Kurtis Tucker, CLU, ChFC, MBA Kurtis Tucker, CLU, ChFC, MBA's Principal Financial Group Experience August 2015 - Present
Job Managing DirectorPrincipal Financial Group
Industry Financial Services
Experience
Principal Financial Group August 2015 - Present
FSG, LLP June 2014 - August 2015
Wells Fargo Advisors 2011 - June 2014
The Hartford March 2006 - April 2011
Cuna Mutual Life December 1999 - February 2006
Principal Financial Group July 1984 - December 1999
Skills
Insurance, Life Insurance, Retirement, Disability Insurance, Employee Benefits, Retirement Planning, Financial Advisory, Finance, Sales, Long-term Care, Wealth, Fixed Annuities, Health Insurance, Investments, High Net Worth...
Education
University of Florida - Warrington College Of Business 2002 — 2004
MBA, Business
Principal Financial Group August 2015 - Present
FSG, LLP June 2014 - August 2015
Wells Fargo Advisors 2011 - June 2014
The Hartford March 2006 - April 2011
Cuna Mutual Life December 1999 - February 2006
Principal Financial Group July 1984 - December 1999
Skills
Insurance, Life Insurance, Retirement, Disability Insurance, Employee Benefits, Retirement Planning, Financial Advisory, Finance, Sales, Long-term Care, Wealth, Fixed Annuities, Health Insurance, Investments, High Net Worth...
Education
University of Florida - Warrington College Of Business 2002 — 2004
MBA, Business
Nicholas Chapar Nicholas Chapar's Principal Financial Group Experience April 2015 - Present
Job Internal Sales Specialist at Principal Financial Group
Industry Insurance
Experience
Principal Financial Group April 2015 - Present
Kang Taekwondo and hapkido 2005 - Present
Bruce Park Sports Inc. January 2009 - April 2015
Community Answers May 2006 - June 2006
Skills
Facebook, Microsoft Office, Microsoft Word, PowerPoint, Public Speaking, Social Media, Social Media Marketing, Sales
Education
Greenwich High School 2002 — 2006
The University of Connecticut
Principal Financial Group April 2015 - Present
Kang Taekwondo and hapkido 2005 - Present
Bruce Park Sports Inc. January 2009 - April 2015
Community Answers May 2006 - June 2006
Skills
Facebook, Microsoft Office, Microsoft Word, PowerPoint, Public Speaking, Social Media, Social Media Marketing, Sales
Education
Greenwich High School 2002 — 2006
The University of Connecticut
Tyler Puszewski's Principal Financial Group Experience May 2014 - May 2014
Job Analyst Intern at Landmark Properties
Industry Financial Services
Experience
Wall Street Prep October 2014 - February 2015
Landmark Properties August 2014 - January 2015
Frisch Capital Partners, LLC October 2014 - December 2014
Realty Atlanta May 2014 - August 2014
Principal Financial Group May 2014 - May 2014
KPMG May 2014 - May 2014
Homrich Berg March 2014 - March 2014
UGA Food Services August 2013 - January 2014
Which Wich? Superior Sandwiches September 2012 - December 2012
Education
University of Georgia - Terry College of Business 2013 — 2017
Bachelor of Business Administration (B.B.A.), Finance, 4.0/4.0
Peachtree Ridge High School 2009 — 2013
Wall Street Prep October 2014 - February 2015
Landmark Properties August 2014 - January 2015
Frisch Capital Partners, LLC October 2014 - December 2014
Realty Atlanta May 2014 - August 2014
Principal Financial Group May 2014 - May 2014
KPMG May 2014 - May 2014
Homrich Berg March 2014 - March 2014
UGA Food Services August 2013 - January 2014
Which Wich? Superior Sandwiches September 2012 - December 2012
Education
University of Georgia - Terry College of Business 2013 — 2017
Bachelor of Business Administration (B.B.A.), Finance, 4.0/4.0
Peachtree Ridge High School 2009 — 2013
Maggie Stewart Maggie Stewart's Principal Financial Group Experience September 2012 - October 2014
Job Key Account Manager at Guardian Life Insurance Company
Industry Insurance
Experience
Guardian Life October 2014 - Present
Principal Financial Group September 2012 - October 2014
Weight Watchers August 2009 - December 2012
Principal Financial Group September 2011 - September 2012
Manhattan Insurance Group January 2010 - September 2011
Skills
Sales, Data Analysis, Microsoft Excel, Financial Analysis, Investments, Sales Management, New Business Development, Management, Term Life Insurance, Brokers, Leadership
Education
University of Houston-Clear Lake 2011 — 2015
Master of Business Administration (M.B.A.), Finance, General
University of Houston 2007 — 2009
Bachelor of Science (B.S.), Economics
University of North Texas
Guardian Life October 2014 - Present
Principal Financial Group September 2012 - October 2014
Weight Watchers August 2009 - December 2012
Principal Financial Group September 2011 - September 2012
Manhattan Insurance Group January 2010 - September 2011
Skills
Sales, Data Analysis, Microsoft Excel, Financial Analysis, Investments, Sales Management, New Business Development, Management, Term Life Insurance, Brokers, Leadership
Education
University of Houston-Clear Lake 2011 — 2015
Master of Business Administration (M.B.A.), Finance, General
University of Houston 2007 — 2009
Bachelor of Science (B.S.), Economics
University of North Texas
Leslie Finnerty Leslie Finnerty's Principal Financial Group Experience March 2001 - February 2012
Job Senior Consultant at BKD CPAs & Advisors
Industry Hospital & Health Care
Experience
BKD CPAs & Advisors April 2013 - Present
Mercy Health System of NWA July 2012 - April 2013
Principal Financial Group March 2001 - February 2012
Skills
Employee Benefits, Insurance, Health Insurance, Benefits Administration, Medicare, Medical Billing, Enterprise Risk..., HIPPA, Healthcare Information..., EHR, Revenue Cycle, Quality Assurance, Process Improvement, Medical Insurance..., Medicare/Medicaid...
Education
Central Missouri State University 1976 — 1978
Family and Consumer Sciences/Human Sciences
Clopton High School, Clarksville, MO
High School
BKD CPAs & Advisors April 2013 - Present
Mercy Health System of NWA July 2012 - April 2013
Principal Financial Group March 2001 - February 2012
Skills
Employee Benefits, Insurance, Health Insurance, Benefits Administration, Medicare, Medical Billing, Enterprise Risk..., HIPPA, Healthcare Information..., EHR, Revenue Cycle, Quality Assurance, Process Improvement, Medical Insurance..., Medicare/Medicaid...
Education
Central Missouri State University 1976 — 1978
Family and Consumer Sciences/Human Sciences
Clopton High School, Clarksville, MO
High School
Cyndi Morrill's Principal Financial Group Experience 2000 - 2003
Job Benefits Executive Agent at Insurance Affiliates Inc.
Industry Insurance
Experience
Insurance Affiliates Inc. June 2014 - Present
Eidson Insurance May 2007 - June 2014
Eidson Insurance MMA May 2007 - June 2014
FDN Communications 2006 - 2007
Sihle Insurance Group May 2002 - May 2006
Principal Financial Group 2000 - 2003
Skills
Customer Service, Life, Health, Dental, Disability, Long Term Care, Medicare, Annuity Specialist, Health Insurance, Disability Insurance, Long-term Care, Dentistry, Property & Casualty..., Underwriting, Medicare, Retirement Planning, Workers Compensation, Sales, 401k, Insurance, Employee Benefits, Account Management, Professional Liability, Legal Liability, Management, Commercial Insurance, Brokers
Education
University of Central Florida 1982 — 1987
Bachelor of Applied Science (B.A.Sc.), Psychology
Lake Brantley 1980 — 1982
Graduated, General High School
Insurance Affiliates Inc. June 2014 - Present
Eidson Insurance May 2007 - June 2014
Eidson Insurance MMA May 2007 - June 2014
FDN Communications 2006 - 2007
Sihle Insurance Group May 2002 - May 2006
Principal Financial Group 2000 - 2003
Skills
Customer Service, Life, Health, Dental, Disability, Long Term Care, Medicare, Annuity Specialist, Health Insurance, Disability Insurance, Long-term Care, Dentistry, Property & Casualty..., Underwriting, Medicare, Retirement Planning, Workers Compensation, Sales, 401k, Insurance, Employee Benefits, Account Management, Professional Liability, Legal Liability, Management, Commercial Insurance, Brokers
Education
University of Central Florida 1982 — 1987
Bachelor of Applied Science (B.A.Sc.), Psychology
Lake Brantley 1980 — 1982
Graduated, General High School
Alan Salinas's Principal Financial Group Experience June 2012 - August 2012
Job Equity Research Associate at Raymond James
Industry Financial Services
Experience
Raymond James Financial Inc. April 2014 - Present
Raymond James Financial Inc. June 2013 - April 2014
UF Recreational Sports Board of Directors August 2011 - May 2013
Principal Financial Group June 2012 - August 2012
Skills
Hebrew, Strategy, Management, Microsoft Excel, Spanish, Microsoft Office, Investment Strategies, Budgets, Sales, Financial Advisory, Mutual Funds, Trading, Investments, Financial Services, Portfolio Management
Education
University of Florida Hough Graduate School of Business 2012 — 2013
Master of Science, Finance
University of Florida - Warrington College Of Business 2009 — 2012
Bachelor of Science, Business Administration
Raymond James Financial Inc. April 2014 - Present
Raymond James Financial Inc. June 2013 - April 2014
UF Recreational Sports Board of Directors August 2011 - May 2013
Principal Financial Group June 2012 - August 2012
Skills
Hebrew, Strategy, Management, Microsoft Excel, Spanish, Microsoft Office, Investment Strategies, Budgets, Sales, Financial Advisory, Mutual Funds, Trading, Investments, Financial Services, Portfolio Management
Education
University of Florida Hough Graduate School of Business 2012 — 2013
Master of Science, Finance
University of Florida - Warrington College Of Business 2009 — 2012
Bachelor of Science, Business Administration
Matt Buckhanan Matt Buckhanan's Principal Financial Group Experience March 2012 - Present
Job Internal Sales Specialist at Principal Financial Group
Industry Insurance
Experience
Principal Financial Group March 2012 - Present
Cohesion Corp. January 2009 - March 2012
Appalachian Trail Conservancy March 2008 - October 2008
Total Quality Logistics 2006 - 2007
Education
University of Cincinnati College of Business 2002 — 2007
BA, Marketing and Entrepreneurship
McNicholas High School 1998 — 2002
College Prep
Principal Financial Group March 2012 - Present
Cohesion Corp. January 2009 - March 2012
Appalachian Trail Conservancy March 2008 - October 2008
Total Quality Logistics 2006 - 2007
Education
University of Cincinnati College of Business 2002 — 2007
BA, Marketing and Entrepreneurship
McNicholas High School 1998 — 2002
College Prep
Jennifer Bonnick Jennifer Bonnick's Principal Financial Group Experience March 2010 - Present
Job Assistant Manager Cincinnati Sales Office at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group March 2010 - Present
Principal Financial Group May 2007 - March 2010
Unum June 2000 - December 2006
Unum June 1997 - June 2000
Skills
Employee Benefits, Insurance, Disability Insurance, Life Insurance, Account Management, Customer Service, Brokers, Customer Retention
Education
University of Cincinnati 1992 — 1996
Bachelor of Arts, Communication
St. Ursula Academy 1988 — 1992
Principal Financial Group March 2010 - Present
Principal Financial Group May 2007 - March 2010
Unum June 2000 - December 2006
Unum June 1997 - June 2000
Skills
Employee Benefits, Insurance, Disability Insurance, Life Insurance, Account Management, Customer Service, Brokers, Customer Retention
Education
University of Cincinnati 1992 — 1996
Bachelor of Arts, Communication
St. Ursula Academy 1988 — 1992
Yrama Roman Yrama Roman's Principal Financial Group Experience September 2011 - Present
Job Financial Professional at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group September 2011 - Present
Skills
Financial Services, Financial Needs Analysis, 401k, 403 b, SEP IRA, Roth IRA, Simple IRA, Variable Annuities, Financial Analysis, Fixed Annuities, Asset Allocation, College Savings Plans, Buy-sell Agreements, disability income..., Income Protection, Survivor Income, Deferred Compensation, Long-term Care, Tax-Deferred Savings, Key Person Insurance, Tradional IRA's, Term Life Insurance, Universal Life, Business Continuation..., Variable Life, Whole Life, Trading, Series 7, Risk Management, Investments, Business Development, Retirement Planning, Mortgage Lending, Analysis, Disability Insurance, Project Management, Securities, Retirement, Asset Management, Mutual Funds, Customer Service, Business Strategy, Microsoft Office, Strategic Financial..., Wealth Management, Microsoft Excel, Series 63, PowerPoint, Microsoft Word, IRAs
Education
University of Houston
Bachelor's degree, Economics
Principal Financial Group September 2011 - Present
Skills
Financial Services, Financial Needs Analysis, 401k, 403 b, SEP IRA, Roth IRA, Simple IRA, Variable Annuities, Financial Analysis, Fixed Annuities, Asset Allocation, College Savings Plans, Buy-sell Agreements, disability income..., Income Protection, Survivor Income, Deferred Compensation, Long-term Care, Tax-Deferred Savings, Key Person Insurance, Tradional IRA's, Term Life Insurance, Universal Life, Business Continuation..., Variable Life, Whole Life, Trading, Series 7, Risk Management, Investments, Business Development, Retirement Planning, Mortgage Lending, Analysis, Disability Insurance, Project Management, Securities, Retirement, Asset Management, Mutual Funds, Customer Service, Business Strategy, Microsoft Office, Strategic Financial..., Wealth Management, Microsoft Excel, Series 63, PowerPoint, Microsoft Word, IRAs
Education
University of Houston
Bachelor's degree, Economics
Joshua Kight Joshua Kight's Principal Financial Group Experience June 2012 - Present
Job Retirement Benefit Specialist
Industry Financial Services
Experience
Principal Financial Group June 2012 - Present
Skills
Financial Planning, Retirement Planning, 401k, Estate Planning, Excel, Financial Modeling, Listening Skills, Internal Communications, Developing Client..., Industry Research, Asset Management
Education
University of Florida - Warrington College Of Business
Bachelor of Science (BS), Economics
Principal Financial Group June 2012 - Present
Skills
Financial Planning, Retirement Planning, 401k, Estate Planning, Excel, Financial Modeling, Listening Skills, Internal Communications, Developing Client..., Industry Research, Asset Management
Education
University of Florida - Warrington College Of Business
Bachelor of Science (BS), Economics
Forrest Belcher's Principal Financial Group Experience November 2010 - November 2013
Job
Industry Insurance
Experience
Guardian Life April 2015 - Present
The Hartford November 2013 - April 2015
Principal Financial Group November 2010 - November 2013
Assurant Employee Benefits August 2006 - November 2010
Cintas Corporation March 2004 - August 2006
Education
University of Dayton 2001 — 2003
Bachelor of Science, Marketing
Guardian Life April 2015 - Present
The Hartford November 2013 - April 2015
Principal Financial Group November 2010 - November 2013
Assurant Employee Benefits August 2006 - November 2010
Cintas Corporation March 2004 - August 2006
Education
University of Dayton 2001 — 2003
Bachelor of Science, Marketing
Lotta Sydanmaa's Principal Financial Group Experience December 2002 - August 2004
Job Owner/Instructor at Dog Obedience Group
Industry Telecommunications
Experience
Dog Obedience Group January 2004 - Present
JMA Information Technology August 2006 - October 2010
Indymac Bank September 2004 - June 2006
Principal Financial Group December 2002 - August 2004
Skills
Vendor Management, Business Analysis, Recruiting, Account Management, Databases, Temporary Placement, Telecommunications, Cloud Computing, Talent Management, Program Management, Management, Call Centers, Wireless, Business Development, Training, Team Leadership, Networking, Leadership, CRM
Education
University of Central Missouri 1999 — 2002
BS, Marketing
Hyvinkaan Sveitsin Lukio 1991 — 1996
High School
Certification Council for Professional Dog Trainers
Certified Professional Dog Trainer Knowledge Assessed
Dog Obedience Group January 2004 - Present
JMA Information Technology August 2006 - October 2010
Indymac Bank September 2004 - June 2006
Principal Financial Group December 2002 - August 2004
Skills
Vendor Management, Business Analysis, Recruiting, Account Management, Databases, Temporary Placement, Telecommunications, Cloud Computing, Talent Management, Program Management, Management, Call Centers, Wireless, Business Development, Training, Team Leadership, Networking, Leadership, CRM
Education
University of Central Missouri 1999 — 2002
BS, Marketing
Hyvinkaan Sveitsin Lukio 1991 — 1996
High School
Certification Council for Professional Dog Trainers
Certified Professional Dog Trainer Knowledge Assessed
Deborah Kuo's Principal Financial Group Experience June 1995 - June 1997
Job Customerfocused Marketing & Service Professional
Industry Marketing and Advertising
Experience
First Data Corporation April 2012 - March 2015
HighGrove Partners August 2005 - January 2012
Employease June 2004 - August 2005
Employease January 2001 - May 2004
Employease November 1999 - December 2000
Employease June 1997 - October 1999
Principal Financial Group June 1995 - June 1997
Skills
Channel Management, Customer Marketing, Customer Service, Marketing Campaigns, Communication Strategies, Conference & Event..., CRM Programs, Seminar Marketing, Collateral Material..., Demand Generation, Customer Retention, Event Planning, Customer Satisfaction, B2B, Conferences, SaaS, Marketing Strategy, Analytics, CRM, Campaigns, Channel Partners, Customer Loyalty, Financial Services, Lead Generation, Leadership, Management, Marketing, Recruiting, Sales, Small Business, Start-ups, Strategic Communications, Strategy, Product Marketing
Education
University of Illinois at Urbana-Champaign
B.S. Communications, Advertising
First Data Corporation April 2012 - March 2015
HighGrove Partners August 2005 - January 2012
Employease June 2004 - August 2005
Employease January 2001 - May 2004
Employease November 1999 - December 2000
Employease June 1997 - October 1999
Principal Financial Group June 1995 - June 1997
Skills
Channel Management, Customer Marketing, Customer Service, Marketing Campaigns, Communication Strategies, Conference & Event..., CRM Programs, Seminar Marketing, Collateral Material..., Demand Generation, Customer Retention, Event Planning, Customer Satisfaction, B2B, Conferences, SaaS, Marketing Strategy, Analytics, CRM, Campaigns, Channel Partners, Customer Loyalty, Financial Services, Lead Generation, Leadership, Management, Marketing, Recruiting, Sales, Small Business, Start-ups, Strategic Communications, Strategy, Product Marketing
Education
University of Illinois at Urbana-Champaign
B.S. Communications, Advertising
Amanda Kistner's Principal Financial Group Experience April 2005 - Present
Job Sales Representative at The Principal Financial Group
Industry Insurance
Experience
Principal Financial Group April 2005 - Present
Skills
Insurance, Employee Benefits, Account Management, Sales, Disability Insurance, Brokers, Customer Service, Leadership
Education
University of Cincinnati 2001 — 2012
Bachelor of Business Administration (B.B.A.), Marketing
Anderson
Bachelor's degree, Marketing
Principal Financial Group April 2005 - Present
Skills
Insurance, Employee Benefits, Account Management, Sales, Disability Insurance, Brokers, Customer Service, Leadership
Education
University of Cincinnati 2001 — 2012
Bachelor of Business Administration (B.B.A.), Marketing
Anderson
Bachelor's degree, Marketing
Scott H Howe, CAIA's Principal Financial Group Experience December 1994 - May 1995
Job Vice President, Director Client Relations
Industry Financial Services
Experience
AllianceBernstein January 2007 - Present
AllianceBernstein August 2003 - December 2006
Bernstein Investment Research and Management August 2000 - July 2003
Bernstein Investment Research and Management April 1996 - July 2000
Cantor Fitzgerald June 1995 - April 1996
Principal Financial Group December 1994 - May 1995
Fidelity Investments July 1993 - November 1994
Skills
Asset Management, Equities, Fixed Income, Alternative Investments, Hedge Funds, Mutual Funds, Series 7, Investment Management, Investments, Asset Allocation, Portfolio Management, Series 63
Education
University of Florida 1988 — 1993
Bachelor of Science (BS), Economics
Niceville High School 1985 — 1988
AllianceBernstein January 2007 - Present
AllianceBernstein August 2003 - December 2006
Bernstein Investment Research and Management August 2000 - July 2003
Bernstein Investment Research and Management April 1996 - July 2000
Cantor Fitzgerald June 1995 - April 1996
Principal Financial Group December 1994 - May 1995
Fidelity Investments July 1993 - November 1994
Skills
Asset Management, Equities, Fixed Income, Alternative Investments, Hedge Funds, Mutual Funds, Series 7, Investment Management, Investments, Asset Allocation, Portfolio Management, Series 63
Education
University of Florida 1988 — 1993
Bachelor of Science (BS), Economics
Niceville High School 1985 — 1988
Ben Griswell's Principal Financial Group Experience 2000 - 2008
Job Director, IT Global Strategic Sourcing
Industry Biotechnology
Experience
Amgen January 2015 - Present
Amgen April 2012 - December 2014
Aviva USA 2008 - April 2012
Principal Financial Group 2000 - 2008
Wells Fargo Home Mortgage 1998 - 2000
Skills
Vendor Management, Strategic Sourcing, Contract Negotiation, Procurement, Process Improvement, Outsourcing, Negotiation, Supply Management, Project Management, Risk Management, Change Management, Business Process..., Cross-functional Team..., Sourcing, Program Management, Contract Management, Supply Chain
Education
University of California, Santa Barbara
Amgen January 2015 - Present
Amgen April 2012 - December 2014
Aviva USA 2008 - April 2012
Principal Financial Group 2000 - 2008
Wells Fargo Home Mortgage 1998 - 2000
Skills
Vendor Management, Strategic Sourcing, Contract Negotiation, Procurement, Process Improvement, Outsourcing, Negotiation, Supply Management, Project Management, Risk Management, Change Management, Business Process..., Cross-functional Team..., Sourcing, Program Management, Contract Management, Supply Chain
Education
University of California, Santa Barbara
Stacey Boehmke's Principal Financial Group Experience 2005 - 2008
Job Sr Client Service Specialist at Prudential Insurance
Industry Insurance
Experience
Prudential Insurance March 2008 - May 2010
Prudential Financial March 2008 - December 2009
Principal Financial Group 2005 - 2008
Reliance Standard Life 1998 - 2005
Skills
Insurance, Disability Insurance, Employee Benefits, Health Insurance, Health Savings Accounts, Brokers, Benefits Administration, Life Insurance, Term Life Insurance, Customer Service
Education
University of Houston-Downtown
Prudential Insurance March 2008 - May 2010
Prudential Financial March 2008 - December 2009
Principal Financial Group 2005 - 2008
Reliance Standard Life 1998 - 2005
Skills
Insurance, Disability Insurance, Employee Benefits, Health Insurance, Health Savings Accounts, Brokers, Benefits Administration, Life Insurance, Term Life Insurance, Customer Service
Education
University of Houston-Downtown
Larry Reelitz's Principal Financial Group Experience November 1983 - Present
Job Regional Managing Director at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group November 1983 - Present
Skills
Disability Insurance, Life Insurance, Retirement Planning, Insurance, Strategic Planning, Recruiting, 401k
Education
University of South Carolina-Columbia 1971 — 1983
Bachelor of Science, Political Science, History
Dowling Catholic High School
University of Dubuque
Principal Financial Group November 1983 - Present
Skills
Disability Insurance, Life Insurance, Retirement Planning, Insurance, Strategic Planning, Recruiting, 401k
Education
University of South Carolina-Columbia 1971 — 1983
Bachelor of Science, Political Science, History
Dowling Catholic High School
University of Dubuque
Justin Terrell's Principal Financial Group Experience July 2015 - Present
Job Senior Account Executive at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group July 2015 - Present
ProShares June 2015 - July 2015
ProShares February 2013 - May 2015
Calvert November 2005 - January 2013
The Advisory Board Company June 2005 - October 2005
Kunin Associates May 2004 - February 2005
Skills
Investments, Recruiting, Sales, Securities, Mutual Funds, Series 63, Public Speaking, Equities, Asset Management, Series 6, Asset Allocation, Investment Strategies, Series 7, Bloomberg, Financial Markets, Investment Management, Wealth Management, Capital Markets, Alternative Investments, Retirement, Series 24, Portfolio Management, Financial Services
Education
University of Florida 1999 — 2003
Bachelor of Science (BS), Finance, General
Principal Financial Group July 2015 - Present
ProShares June 2015 - July 2015
ProShares February 2013 - May 2015
Calvert November 2005 - January 2013
The Advisory Board Company June 2005 - October 2005
Kunin Associates May 2004 - February 2005
Skills
Investments, Recruiting, Sales, Securities, Mutual Funds, Series 63, Public Speaking, Equities, Asset Management, Series 6, Asset Allocation, Investment Strategies, Series 7, Bloomberg, Financial Markets, Investment Management, Wealth Management, Capital Markets, Alternative Investments, Retirement, Series 24, Portfolio Management, Financial Services
Education
University of Florida 1999 — 2003
Bachelor of Science (BS), Finance, General
Jason Kell, AIF®'s Principal Financial Group Experience 1999 - 2005
Job Employee Benefits
Industry Insurance
Experience
Strategic Financial Partners June 2013 - Present
O'Neill Employee Benefits November 2005 - Present
Principal Financial Group 1999 - 2005
Skills
Retirement Planning, Executive Pay, Pensions, Employee Benefits, Health Insurance
Education
University of Delaware 1992 — 1996
Strategic Financial Partners June 2013 - Present
O'Neill Employee Benefits November 2005 - Present
Principal Financial Group 1999 - 2005
Skills
Retirement Planning, Executive Pay, Pensions, Employee Benefits, Health Insurance
Education
University of Delaware 1992 — 1996
Gary Nakamura, CIMA's Principal Financial Group Experience February 2012 - Present
Job Regional Director RIA at Principal Funds
Industry Financial Services
Experience
Principal Financial Group February 2012 - Present
Skills
Investment product sales, Professional..., Territory Management, Series 7, Asset Allocation, Mutual Funds, Series 63, Alternative Investments, Series 6, Investments, Fixed Annuities, Sales Force Development, Financial Services
Education
University of California, Irvine 1988 — 1993
B.A.
Principal Financial Group February 2012 - Present
Skills
Investment product sales, Professional..., Territory Management, Series 7, Asset Allocation, Mutual Funds, Series 63, Alternative Investments, Series 6, Investments, Fixed Annuities, Sales Force Development, Financial Services
Education
University of California, Irvine 1988 — 1993
B.A.
Hallie Lindsay's Principal Financial Group Experience September 1996 - October 1998
Job Retirement Savings Associate
Industry Financial Services
Experience
Board of Pensions of the Presbyterian Church October 1998 - Present
Principal Financial Group September 1996 - October 1998
Skills
Preaching, Theology, Discipleship, Biblical Studies, Spiritual Direction, Small Groups, Worship Leading, Apologetics, Gospel, Religion, Teaching, Young Adults, Choral, Hermeneutics, Adults, Religious Studies, Counseling, Non-profits, Public Speaking, Writing, Singing, Editing, Social Justice, Stewardship, Groups, Administration, Microsoft Office, Nonprofits, System Administration, Community Outreach, Pastoral Care, Benefits Administration, Youth Ministry, Defined Benefit, Retirement Savings, Retirement, Leadership Development, Newsletters, Volunteer Management, Fundraising, Employee Benefits
Education
University of Phoenix 2008 — 2011
MBA
University of Delaware 1990 — 1995
Bachelor of Arts (BA), English Language and Literature/Letters
Board of Pensions of the Presbyterian Church October 1998 - Present
Principal Financial Group September 1996 - October 1998
Skills
Preaching, Theology, Discipleship, Biblical Studies, Spiritual Direction, Small Groups, Worship Leading, Apologetics, Gospel, Religion, Teaching, Young Adults, Choral, Hermeneutics, Adults, Religious Studies, Counseling, Non-profits, Public Speaking, Writing, Singing, Editing, Social Justice, Stewardship, Groups, Administration, Microsoft Office, Nonprofits, System Administration, Community Outreach, Pastoral Care, Benefits Administration, Youth Ministry, Defined Benefit, Retirement Savings, Retirement, Leadership Development, Newsletters, Volunteer Management, Fundraising, Employee Benefits
Education
University of Phoenix 2008 — 2011
MBA
University of Delaware 1990 — 1995
Bachelor of Arts (BA), English Language and Literature/Letters
Aireen Guarco's Principal Financial Group Experience February 2006 - October 2009
Job Office Manager at Mechanical Enterprises, Inc.
Industry Mechanical or Industrial Engineering
Experience
Mechanical Enterprises, Inc. October 2009 - Present
Principal Financial Group February 2006 - October 2009
Pacific Business Center Program February 2004 - December 2005
AFP Office of the Deputy Chief of Staff for Plans, J5 September 1999 - December 2002
Skills
Management, Project Management, Customer Service, Strategic Planning, Business Planning, Management Consulting, Microsoft Office, Process Improvement, Data Analysis, Business Development, Finance, Public Speaking, Business Analysis, Research, Policy, Team Leadership, Team Building, Analysis, New Business Development, Financial Analysis, Budgets, Program Management, Microsoft Excel, Access, Accounting
Education
University of Hawaii at Manoa 2003 — 2005
MBA, Finance
University of the Philippines 1995 — 1999
Bachelor of Science, Business Economics
Mechanical Enterprises, Inc. October 2009 - Present
Principal Financial Group February 2006 - October 2009
Pacific Business Center Program February 2004 - December 2005
AFP Office of the Deputy Chief of Staff for Plans, J5 September 1999 - December 2002
Skills
Management, Project Management, Customer Service, Strategic Planning, Business Planning, Management Consulting, Microsoft Office, Process Improvement, Data Analysis, Business Development, Finance, Public Speaking, Business Analysis, Research, Policy, Team Leadership, Team Building, Analysis, New Business Development, Financial Analysis, Budgets, Program Management, Microsoft Excel, Access, Accounting
Education
University of Hawaii at Manoa 2003 — 2005
MBA, Finance
University of the Philippines 1995 — 1999
Bachelor of Science, Business Economics
Dave Mohammed, CPA, MHA, MBA's Principal Financial Group Experience April 2008 - July 2013
Job Retirement Specialist at CUNA Mutual Group
Industry Financial Services
Experience
CUNA Mutual Group July 2013 - Present
Principal Financial Group April 2008 - July 2013
AIG Retirement Services January 2005 - March 2008
AIG Retirement Services May 1998 - January 2005
Education
University of Houston-Clear Lake 2009 — 2012
Master of Healthcare Administration and Master of Business Administration
University of Houston-Clear Lake
B.S., Accounting
CUNA Mutual Group July 2013 - Present
Principal Financial Group April 2008 - July 2013
AIG Retirement Services January 2005 - March 2008
AIG Retirement Services May 1998 - January 2005
Education
University of Houston-Clear Lake 2009 — 2012
Master of Healthcare Administration and Master of Business Administration
University of Houston-Clear Lake
B.S., Accounting
Bruno Albarello, CFP's Principal Financial Group Experience September 1987 - Present
Job Princor Registered Representative/Financial Advisor at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group September 1987 - Present
Skills
401k, 403b, SEP and..., Annuities (Variable and..., Business Continuation..., Business Overhead..., Buy-sell Agreements, Buy-Sell Review, Charitable Giving, College Funding..., Deferred Compensation..., Dental Insurance, Disability Income..., Estate Planning, Executive Benefits..., Financial Needs Analysis, Income Protection, Informal Business..., IRAs (Traditional and..., Key Person Insurance, Long-Term Care Insurance, Mutual Funds, Pension Plans, Salary Continuation, Series 6 Registration, Split Dollar Plans, Supplemental Retirement..., Survivor Income, Tax-Deferred Savings, Term Life Insurance, Universal Life Insurance, Wealth Accumulation, Whole Life Insurance
Education
University of Illinois at Urbana-Champaign 1974 — 1978
BA, Finance and Economics
Fenger High School 1970 — 1974
Principal Financial Group September 1987 - Present
Skills
401k, 403b, SEP and..., Annuities (Variable and..., Business Continuation..., Business Overhead..., Buy-sell Agreements, Buy-Sell Review, Charitable Giving, College Funding..., Deferred Compensation..., Dental Insurance, Disability Income..., Estate Planning, Executive Benefits..., Financial Needs Analysis, Income Protection, Informal Business..., IRAs (Traditional and..., Key Person Insurance, Long-Term Care Insurance, Mutual Funds, Pension Plans, Salary Continuation, Series 6 Registration, Split Dollar Plans, Supplemental Retirement..., Survivor Income, Tax-Deferred Savings, Term Life Insurance, Universal Life Insurance, Wealth Accumulation, Whole Life Insurance
Education
University of Illinois at Urbana-Champaign 1974 — 1978
BA, Finance and Economics
Fenger High School 1970 — 1974
Kent Proffer's Principal Financial Group Experience 2007 - 2008
Job Contract Oversight Manager at FDIC
Industry Banking
Experience
FDIC September 2010 - Present
Beal Bank 2008 - 2010
Principal Financial Group 2007 - 2008
Greystone 2004 - 2006
MortgageRamp 2003 - 2004
Skills
Asset Management, Loans, Real Estate, Due Diligence, Credit, Mortgage Lending, Financial Analysis, Underwriting, Banking, Credit Analysis, Financial Modeling, Structured Finance, Loan Origination, Commercial Lending, Mortgage Banking, Credit Risk, Commercial Banking, Commercial Mortgages, Finance, Valuation, Financial Structuring, Investments, Portfolio Management, Real Estate Economics, Risk Management, Financial Risk
Education
University of Houston
BBA, Accounting
FDIC September 2010 - Present
Beal Bank 2008 - 2010
Principal Financial Group 2007 - 2008
Greystone 2004 - 2006
MortgageRamp 2003 - 2004
Skills
Asset Management, Loans, Real Estate, Due Diligence, Credit, Mortgage Lending, Financial Analysis, Underwriting, Banking, Credit Analysis, Financial Modeling, Structured Finance, Loan Origination, Commercial Lending, Mortgage Banking, Credit Risk, Commercial Banking, Commercial Mortgages, Finance, Valuation, Financial Structuring, Investments, Portfolio Management, Real Estate Economics, Risk Management, Financial Risk
Education
University of Houston
BBA, Accounting
Douglas Hoff's Principal Financial Group Experience January 2002 - October 2004
Job Product & Technology Consultant at AmTrust Bank
Industry Banking
Experience
AmTrust Bank Account ExecutiveSunTrust MortgageOctober 2004 - February 2006
Principal Financial Group January 2002 - October 2004
Education
University of Cincinnati College of Business 1981 — 1987
Marketing, Marketing & Real Estate
AmTrust Bank Account ExecutiveSunTrust MortgageOctober 2004 - February 2006
Principal Financial Group January 2002 - October 2004
Education
University of Cincinnati College of Business 1981 — 1987
Marketing, Marketing & Real Estate
Skip Hall's Principal Financial Group Experience January 2008 - March 2011
Job Executive Vice President, Hall and Associates Financial Services
Industry Management Consulting
Experience
Price-Associates.com October 2013 - Present
Hall and Associates January 2012 - Present
Aflac March 2011 - November 2012
Principal Financial Group January 2008 - March 2011
Aflac January 1998 - December 2007
Former Football Coach January 1971 - April 1997
Skills
Coaching, Retirement Planning, Public Speaking, Team Building, Recruiting, Leadership, Leadership Development, Customer Service, Marketing, Insurance, Budgets, Process Improvement, Event Planning, Strategic Planning, Sales, Account Management, New Business Development, Team Leadership, Change Management, Employee Benefits, Management, Training, Program Management, Organizational..., Strategy, Human Resources, Small Business, Fundraising, Contract Negotiation, Business Development, Employee Training, Negotiation, Employee Relations
Education
Concordia MN-----University of Colorado, Boulder
Master's degree
University of Colorado at Boulder
Master's Degree
Price-Associates.com October 2013 - Present
Hall and Associates January 2012 - Present
Aflac March 2011 - November 2012
Principal Financial Group January 2008 - March 2011
Aflac January 1998 - December 2007
Former Football Coach January 1971 - April 1997
Skills
Coaching, Retirement Planning, Public Speaking, Team Building, Recruiting, Leadership, Leadership Development, Customer Service, Marketing, Insurance, Budgets, Process Improvement, Event Planning, Strategic Planning, Sales, Account Management, New Business Development, Team Leadership, Change Management, Employee Benefits, Management, Training, Program Management, Organizational..., Strategy, Human Resources, Small Business, Fundraising, Contract Negotiation, Business Development, Employee Training, Negotiation, Employee Relations
Education
Concordia MN-----University of Colorado, Boulder
Master's degree
University of Colorado at Boulder
Master's Degree
Jennifer Marlenee's Principal Financial Group Experience March 1997 - October 2002
Job Senior Quality Assurance Engineer at RightNow Technologies
Industry Computer Software
Experience
RightNow Technologies August 2004 - Present
RightNow Technologies February 2006 - January 2008
Allied Insurance January 2004 - August 2004
Wells Fargo May 2003 - January 2004
Principal Financial Group March 1997 - October 2002
Education
University of Colorado Colorado Springs 1987 — 1992
BA, Economics
RightNow Technologies August 2004 - Present
RightNow Technologies February 2006 - January 2008
Allied Insurance January 2004 - August 2004
Wells Fargo May 2003 - January 2004
Principal Financial Group March 1997 - October 2002
Education
University of Colorado Colorado Springs 1987 — 1992
BA, Economics
Jeffrey Krunnfusz's Principal Financial Group Experience 1995 - 1998
Job Sr. Director Private Fixed Income at Sun Life Financial
Industry Investment Management
Experience
Sun Capital Advisers LLC June 2010 - Present
Principal Global Investors 1999 - 2009
Principal Financial Group 1995 - 1998
Skills
Capital Markets, Portfolio Management, Valuation, Bonds, Investments, Fixed Income, Financial Modeling, Asset Management, Equities, Structured Finance, Bloomberg
Education
University of Iowa - Henry B. Tippie College of Business
MBA, Finance and Investments
University of Illinois at Urbana-Champaign 1979 — 1983
BS, Mechanical Engineering
Sun Capital Advisers LLC June 2010 - Present
Principal Global Investors 1999 - 2009
Principal Financial Group 1995 - 1998
Skills
Capital Markets, Portfolio Management, Valuation, Bonds, Investments, Fixed Income, Financial Modeling, Asset Management, Equities, Structured Finance, Bloomberg
Education
University of Iowa - Henry B. Tippie College of Business
MBA, Finance and Investments
University of Illinois at Urbana-Champaign 1979 — 1983
BS, Mechanical Engineering
Nakisha Hunley's Principal Financial Group Experience July 2006 - March 2008
Job Lead Medical Billing Customer Service Rep at Prescription Solutions
Industry Pharmaceuticals
Experience
Prescription Solutions May 2009 - Present
Principal Wellness April 2008 - May 2009
Principal Financial Group July 2006 - March 2008
Education
University of Central Missouri 2001 — 2005
Raytown High School 1996 — 2000
Prescription Solutions May 2009 - Present
Principal Wellness April 2008 - May 2009
Principal Financial Group July 2006 - March 2008
Education
University of Central Missouri 2001 — 2005
Raytown High School 1996 — 2000
David Bledsoe's Principal Financial Group Experience January 2006 - July 2006
Job FVP at SunTrust Bank
Industry Financial Services
Experience
SunTrust Bank July 2006 - Present
Principal Financial Group January 2006 - July 2006
SEI Investments 2000 - 2005
Skills
Portfolio Management, Relationship Management, Wealth Management, Financial Services, Banking, Financial Analysis, Business Process..., Financial Risk, Securities, Risk Management, Mutual Funds, Investments, Equities, Credit, Asset Management
Education
University of Central Florida 1992 — 1994
BS, Business Ed
SunTrust Bank July 2006 - Present
Principal Financial Group January 2006 - July 2006
SEI Investments 2000 - 2005
Skills
Portfolio Management, Relationship Management, Wealth Management, Financial Services, Banking, Financial Analysis, Business Process..., Financial Risk, Securities, Risk Management, Mutual Funds, Investments, Equities, Credit, Asset Management
Education
University of Central Florida 1992 — 1994
BS, Business Ed
Bob Cogan's Principal Financial Group Experience November 2008 - May 2013
Job Regional Sales Director New England at Trustmark Voluntary Benefit Solutions
Industry Insurance
Experience
Trustmark Voluntary Benefit Solutions June 2013 - Present
Principal Financial Group November 2008 - May 2013
Sun Life Financial July 2007 - October 2008
Phoenix/GE Financial/Genworth February 1992 - July 2007
Phoenix Life Insurance Company June 1988 - February 1992
Skills
Disability Insurance, Employee Benefits, Sales, Management, Employee Engagement, Dentistry, Workers Compensation, Group Insurance, Claim, Cold Calling
Education
University of Georgia - Terry College of Business 1982 — 1985
BBA, Risk Management/Insurance
Trustmark Voluntary Benefit Solutions June 2013 - Present
Principal Financial Group November 2008 - May 2013
Sun Life Financial July 2007 - October 2008
Phoenix/GE Financial/Genworth February 1992 - July 2007
Phoenix Life Insurance Company June 1988 - February 1992
Skills
Disability Insurance, Employee Benefits, Sales, Management, Employee Engagement, Dentistry, Workers Compensation, Group Insurance, Claim, Cold Calling
Education
University of Georgia - Terry College of Business 1982 — 1985
BBA, Risk Management/Insurance
Chris Brno's Principal Financial Group Experience November 2005 - Present
Job Regional Sales Manager Southern CA / Principal Financial Group
Industry Insurance
Experience
Principal Financial Group November 2005 - Present
Assurant Employee Benefits September 1997 - November 2005
Phoenix Mutual August 1991 - September 1997
Skills
Employee Benefits, Life Insurance, Insurance, Disability Insurance, Health Insurance, Sales, Sales Operations, Brokers, Health Savings Accounts, Long-term Care, Sales Management, Term Life Insurance, Workers Compensation
Education
University of Georgia - Terry College of Business 1987 — 1991
Bachelor of Business Administration (B.B.A.), Risk Management / Insurance
Principal Financial Group November 2005 - Present
Assurant Employee Benefits September 1997 - November 2005
Phoenix Mutual August 1991 - September 1997
Skills
Employee Benefits, Life Insurance, Insurance, Disability Insurance, Health Insurance, Sales, Sales Operations, Brokers, Health Savings Accounts, Long-term Care, Sales Management, Term Life Insurance, Workers Compensation
Education
University of Georgia - Terry College of Business 1987 — 1991
Bachelor of Business Administration (B.B.A.), Risk Management / Insurance
Matt Vandenack's Principal Financial Group Experience September 2008 - September 2011
Job Director at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 2011 - Present
Principal Financial Group September 2008 - September 2011
Credit Suisse 2006 - 2008
Lehman Brothers 2004 - 2006
Vandenack, PC 1991 - 1996
Skills
Estate Planning, Fixed Income, High Net Worth..., Investment Strategies, Finance, Wealth, Life Insurance, Business Planning, Tax, Investments, Securities, Wealth Management..., Structured Finance, Asset Management, Wealth Management, Financial Advisory
Education
University of Georgia School of Law 1988 — 1991
JD
University of Nebraska-Lincoln 1983 — 1987
BA, International Relations; emphasis in Economics
Merrill Lynch August 2011 - Present
Principal Financial Group September 2008 - September 2011
Credit Suisse 2006 - 2008
Lehman Brothers 2004 - 2006
Vandenack, PC 1991 - 1996
Skills
Estate Planning, Fixed Income, High Net Worth..., Investment Strategies, Finance, Wealth, Life Insurance, Business Planning, Tax, Investments, Securities, Wealth Management..., Structured Finance, Asset Management, Wealth Management, Financial Advisory
Education
University of Georgia School of Law 1988 — 1991
JD
University of Nebraska-Lincoln 1983 — 1987
BA, International Relations; emphasis in Economics
Jeff Backofen's Principal Financial Group Experience June 2013 - Present
Job Regional Chief Underwriter at Principal Financial Group
Industry Insurance
Experience
Principal Financial Group June 2013 - Present
Mass Mutual April 2008 - May 2013
Phoenix life 1994 - 2008
Skills
Underwriting, Insurance, Life Insurance, Disability Insurance, Fixed Annuities, Risk Management, Management, Retirement Planning, Term Life Insurance, Retirement, Long-term Care, Relationship Management, Health Insurance, Brokers
Education
University of Connecticut 1977 — 1981
BS, Education
Principal Financial Group June 2013 - Present
Mass Mutual April 2008 - May 2013
Phoenix life 1994 - 2008
Skills
Underwriting, Insurance, Life Insurance, Disability Insurance, Fixed Annuities, Risk Management, Management, Retirement Planning, Term Life Insurance, Retirement, Long-term Care, Relationship Management, Health Insurance, Brokers
Education
University of Connecticut 1977 — 1981
BS, Education
Susan L. Esses, CFP®'s Principal Financial Group Experience November 2008 - Present
Job Investment Advisor Representative at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group November 2008 - Present
Oppenheimer & Co. September 2005 - November 2008
Morgan Stanley December 1995 - August 2005
Skills
Retirement Planning, Series 7, Retirement, Fixed Annuities, Mutual Funds, Series 63, Investments, 401k, Wealth Management, Strategic Financial..., IRAs, Disability Insurance, Registered Investment..., Certified Financial..., Insurance, Finance, Life Insurance
Education
University of Illinois at Chicago
Principal Financial Group November 2008 - Present
Oppenheimer & Co. September 2005 - November 2008
Morgan Stanley December 1995 - August 2005
Skills
Retirement Planning, Series 7, Retirement, Fixed Annuities, Mutual Funds, Series 63, Investments, 401k, Wealth Management, Strategic Financial..., IRAs, Disability Insurance, Registered Investment..., Certified Financial..., Insurance, Finance, Life Insurance
Education
University of Illinois at Chicago
Wade Watson, MBA's Principal Financial Group Experience July 2011 - November 2012
Job Insurance and Financial Services Professional at Watson Analysis Group
Industry Financial Services
Experience
Watson Analysis Group March 2013 - Present
Principal Financial Group July 2011 - November 2012
FTC Media April 2008 - June 2011
Wyeth November 1999 - March 2008
Progressive Insurance July 1996 - November 1999
GTE Directories September 1994 - March 1996
Skills
Retirement Planning, Life Insurance, Investments, Insurance, Securities, Small Business, Finance, Financial Services, Sales, 401k, Fixed Annuities, Disability Insurance, Strategic Planning, Employee Benefits, Retirement, Wealth Management, Public Speaking, Asset Management, Long-term Care, Financial Analysis, Leadership, Management, Mutual Funds, Team Building
Education
University of South Florida 1989 — 1994
Master of Business Administration (MBA)
University of Florida 1983 — 1988
Bachelor of Business Administration (B.B.A.), Finance, General
Jesuit High School 1979 — 1983
Watson Analysis Group March 2013 - Present
Principal Financial Group July 2011 - November 2012
FTC Media April 2008 - June 2011
Wyeth November 1999 - March 2008
Progressive Insurance July 1996 - November 1999
GTE Directories September 1994 - March 1996
Skills
Retirement Planning, Life Insurance, Investments, Insurance, Securities, Small Business, Finance, Financial Services, Sales, 401k, Fixed Annuities, Disability Insurance, Strategic Planning, Employee Benefits, Retirement, Wealth Management, Public Speaking, Asset Management, Long-term Care, Financial Analysis, Leadership, Management, Mutual Funds, Team Building
Education
University of South Florida 1989 — 1994
Master of Business Administration (MBA)
University of Florida 1983 — 1988
Bachelor of Business Administration (B.B.A.), Finance, General
Jesuit High School 1979 — 1983
Adrien Darbouze's Principal Financial Group Experience March 2001 - January 2005
Job Business Development Consultant
Industry Insurance
Experience
Arthur J. Gallagher & Co. May 2013 - Present
Prudential January 2005 - May 2013
Principal Financial Group March 2001 - January 2005
HealthNet March 2000 - March 2001
Prudential January 1988 - March 2000
Aetna January 1986 - January 1988
Skills
Account Management, Sales Management, New Business Development, Sales, Strategic Planning, Customer Service, Insurance, Negotiation, Team Building, Health Insurance, Employee Benefits, Marketing, Leadership, Management, Risk Management, Underwriting, Disability Insurance, Life Insurance, Customer Retention, Small Business, 401k, Brokers, Commercial Insurance, Selling, Health Savings Accounts, Claim, Workers Compensation, Training, Solution Selling, Consultative Selling
Education
UCLA 1980 — 1985
University of California, Los Angeles 1980 — 1985
BA/BS Economics & Biochemistry, Economics & Biochemistry, Graduate
Grant High School
Grant High School
Madison Jr. High School
Arthur J. Gallagher & Co. May 2013 - Present
Prudential January 2005 - May 2013
Principal Financial Group March 2001 - January 2005
HealthNet March 2000 - March 2001
Prudential January 1988 - March 2000
Aetna January 1986 - January 1988
Skills
Account Management, Sales Management, New Business Development, Sales, Strategic Planning, Customer Service, Insurance, Negotiation, Team Building, Health Insurance, Employee Benefits, Marketing, Leadership, Management, Risk Management, Underwriting, Disability Insurance, Life Insurance, Customer Retention, Small Business, 401k, Brokers, Commercial Insurance, Selling, Health Savings Accounts, Claim, Workers Compensation, Training, Solution Selling, Consultative Selling
Education
UCLA 1980 — 1985
University of California, Los Angeles 1980 — 1985
BA/BS Economics & Biochemistry, Economics & Biochemistry, Graduate
Grant High School
Grant High School
Madison Jr. High School
Bartlomiej Olearnik's Principal Financial Group Experience April 2006 - March 2007
Job Portfolio Accountant
Industry Investment Management
Experience
RK Capital Management, LLC June 2010 - Present
ICON Advisers October 2007 - January 2009
Clayton Inc March 2007 - October 2007
Principal Financial Group April 2006 - March 2007
Principal Financial Group December 2005 - April 2006
Education
University of Colorado Denver 2009 — 2010
MBA
University of Iowa - Henry B. Tippie College of Business 2000 — 2005
B.B.A, Finance with Emphasis in Accounting
RK Capital Management, LLC June 2010 - Present
ICON Advisers October 2007 - January 2009
Clayton Inc March 2007 - October 2007
Principal Financial Group April 2006 - March 2007
Principal Financial Group December 2005 - April 2006
Education
University of Colorado Denver 2009 — 2010
MBA
University of Iowa - Henry B. Tippie College of Business 2000 — 2005
B.B.A, Finance with Emphasis in Accounting
Julie Howard-Babcock's Principal Financial Group Experience June 2001 - Present
Job Retirement Plan Professional/Relationship Manager for the Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group June 2001 - Present
Principal Financial Group February 2000 - June 2001
Impartial Services Group January 1998 - January 2000
Skills
401(k), 403(b), Defined Benefit, Non-Qualified Deferred..., Executive Benefit..., Pension Plans, Tax Exempt Plans, Financial Services
Education
University of Delaware 1994 — 1997
BSBA, Business Administration and Management, General
University of Maryland Baltimore County 1993 — 1994
Principal Financial Group June 2001 - Present
Principal Financial Group February 2000 - June 2001
Impartial Services Group January 1998 - January 2000
Skills
401(k), 403(b), Defined Benefit, Non-Qualified Deferred..., Executive Benefit..., Pension Plans, Tax Exempt Plans, Financial Services
Education
University of Delaware 1994 — 1997
BSBA, Business Administration and Management, General
University of Maryland Baltimore County 1993 — 1994
LN Patton's Principal Financial Group Experience 1997 - 1999
Job Landlady at LN's Enterprise, Inc.
Industry Design
Experience
The Art Institute of Pittsburgh April 2013 - Present
LN's Enterprise, Inc. November 1975 - Present
7 Hills Financial, Inc. September 1999 - April 2003
Principal Financial Group 1997 - 1999
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Photoshop, Social Media, Teamwork, Public Speaking, Java, HTML, English, Windows, Event Planning, AutoCAD, Team Leadership
Education
University of Cincinnati 1969 — 2010
Marketing/Real Estate
University of Cincinnati, Ohio 1995 — 1997
Associate's degree, Marketing, major with Real Estate, minor
The Art Institute of Pittsburgh April 2013 - Present
LN's Enterprise, Inc. November 1975 - Present
7 Hills Financial, Inc. September 1999 - April 2003
Principal Financial Group 1997 - 1999
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Photoshop, Social Media, Teamwork, Public Speaking, Java, HTML, English, Windows, Event Planning, AutoCAD, Team Leadership
Education
University of Cincinnati 1969 — 2010
Marketing/Real Estate
University of Cincinnati, Ohio 1995 — 1997
Associate's degree, Marketing, major with Real Estate, minor
MaryAnna Johnson's Principal Financial Group Experience 1985 - 1987
Job Group Health Manager at Providence Administrative Services, Inc.
Industry Insurance
Experience
Providence Administrative Services, Inc. April 2015 - Present
Caprock Health Group July 1991 - April 2015
Benefit Planners, Boerne, TX 1987 - 1990
Principal Financial Group 1985 - 1987
Skills
Claims Management, Data Analysis, MS Office Suite, LuminX Claims System
Education
University of California, Santa Cruz 1978 — 1981
Information Science
Providence Administrative Services, Inc. April 2015 - Present
Caprock Health Group July 1991 - April 2015
Benefit Planners, Boerne, TX 1987 - 1990
Principal Financial Group 1985 - 1987
Skills
Claims Management, Data Analysis, MS Office Suite, LuminX Claims System
Education
University of California, Santa Cruz 1978 — 1981
Information Science
Derek Getz's Principal Financial Group Experience June 2006 - September 2006
Job Solutions Architect (EPM/OBIEE) at Towers Watson
Industry Financial Services
Experience
Towers Watson June 2007 - Present
Principal Financial Group June 2006 - September 2006
Skills
Oracle, PL/SQL, Java, SDLC, Data Warehousing, Unix, Databases, JavaScript, C#, UML, Weblogic, ETL, Web Applications, JSP, HTML, Struts, OOP, OBIEE, Data Migration, Informatica, SQL, Requirements Analysis
Education
University of Delaware 2003 — 2007
BS, Computer Science
Towers Watson June 2007 - Present
Principal Financial Group June 2006 - September 2006
Skills
Oracle, PL/SQL, Java, SDLC, Data Warehousing, Unix, Databases, JavaScript, C#, UML, Weblogic, ETL, Web Applications, JSP, HTML, Struts, OOP, OBIEE, Data Migration, Informatica, SQL, Requirements Analysis
Education
University of Delaware 2003 — 2007
BS, Computer Science
Tasso P Diamantopoulos's Principal Financial Group Experience May 2011 - October 2012
Job Managing Partner at Diamand's Family Restaurant Inc
Industry Restaurants
Experience
Diamand's Family Restaurant Inc November 2012 - Present
Principal Financial Group May 2011 - October 2012
JPMorgan Chase September 2005 - April 2011
Skills
Retirement, Loans, Insurance, Finance, Investments, Strategic Financial...
Education
University of Illinois at Chicago 1999 — 2004
Bachelors, Finance, Marketing
Diamand's Family Restaurant Inc November 2012 - Present
Principal Financial Group May 2011 - October 2012
JPMorgan Chase September 2005 - April 2011
Skills
Retirement, Loans, Insurance, Finance, Investments, Strategic Financial...
Education
University of Illinois at Chicago 1999 — 2004
Bachelors, Finance, Marketing
Lanita Ross's Principal Financial Group Experience May 2011 - June 2012
Job Staff Assistant
Industry Government Administration
Experience
Farmer's Insurance Agency July 2012 - July 2013
Principal Financial Group May 2011 - June 2012
Allstate Insurance 1997 - 2009
Skills
Life Insurance, Property & Casualty..., Retirement Planning, Disability Insurance, Fixed Annuities, Term Life Insurance, Wealth Accumulation
Education
University of Illinois at Chicago 1976 — 1980
BS, Management
Farmer's Insurance Agency July 2012 - July 2013
Principal Financial Group May 2011 - June 2012
Allstate Insurance 1997 - 2009
Skills
Life Insurance, Property & Casualty..., Retirement Planning, Disability Insurance, Fixed Annuities, Term Life Insurance, Wealth Accumulation
Education
University of Illinois at Chicago 1976 — 1980
BS, Management
Monte Steen's Principal Financial Group Experience December 2013 - Present
Job Vice President of Sales National Accounts at Principal Financial Group
Industry Insurance
Experience
Principal Financial Group December 2013 - Present
Reliance Standard January 2001 - December 2013
Canada Life March 1999 - January 2001
Skills
Insurance, Brokers, Disability Insurance, Sales, Health Insurance, Term Life Insurance, Health Savings Accounts, Employee Benefits, Underwriting, Group Insurance, Benefits Administration, Claim, Long-term Care
Education
University of Georgia - Terry College of Business 1991 — 1995
BBA, Insurance
Principal Financial Group December 2013 - Present
Reliance Standard January 2001 - December 2013
Canada Life March 1999 - January 2001
Skills
Insurance, Brokers, Disability Insurance, Sales, Health Insurance, Term Life Insurance, Health Savings Accounts, Employee Benefits, Underwriting, Group Insurance, Benefits Administration, Claim, Long-term Care
Education
University of Georgia - Terry College of Business 1991 — 1995
BBA, Insurance
Martha Frantz's Principal Financial Group Experience July 2009 - Present
Job Senior Financial Advisor at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group July 2009 - Present
UBS Financial Sevices July 2006 - May 2009
Advertising a la Carte June 1996 - July 2006
Skills
Series 7 and 66..., 401 (k), SEP and Simple..., IRAs (Traditional and..., Annuities (variable and..., Informal Business..., Buy-Sell review, Disability Income..., Term Life Insurance, Universal Life Insurance, Long-Term Care Insurance, College Funding..., Financial Needs Analysis
Education
University of California, Irvine
Social Ecology
University of Southern California
Music, Drama, Urban Studies
Principal Financial Group July 2009 - Present
UBS Financial Sevices July 2006 - May 2009
Advertising a la Carte June 1996 - July 2006
Skills
Series 7 and 66..., 401 (k), SEP and Simple..., IRAs (Traditional and..., Annuities (variable and..., Informal Business..., Buy-Sell review, Disability Income..., Term Life Insurance, Universal Life Insurance, Long-Term Care Insurance, College Funding..., Financial Needs Analysis
Education
University of California, Irvine
Social Ecology
University of Southern California
Music, Drama, Urban Studies
Maria Cheatham's Principal Financial Group Experience July 2007 - Present
Job Consulting Actuary at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group July 2007 - Present
COUNTRY ® Financial July 1990 - July 2007
Education
University of Illinois at Urbana-Champaign 1986 — 1990
BS, Math
Principal Financial Group July 2007 - Present
COUNTRY ® Financial July 1990 - July 2007
Education
University of Illinois at Urbana-Champaign 1986 — 1990
BS, Math
Kristin Pfahler's Principal Financial Group Experience July 2013 - Present
Job Financial Analyst II at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group July 2013 - Present
Principal Financial Group January 2013 - July 2013
Clark Consulting April 2007 - December 2012
Skills
Series 6, Mutual Funds, Series 63, Life Insurance, Retirement, Employee Benefits, Defined Benefit, Retirement Planning, Insurance, Series 7, 401k, Financial Services, Investments
Education
University of California, Santa Cruz 2003 — 2007
Bachelor of Arts, Mathematics, Education
Principal Financial Group July 2013 - Present
Principal Financial Group January 2013 - July 2013
Clark Consulting April 2007 - December 2012
Skills
Series 6, Mutual Funds, Series 63, Life Insurance, Retirement, Employee Benefits, Defined Benefit, Retirement Planning, Insurance, Series 7, 401k, Financial Services, Investments
Education
University of California, Santa Cruz 2003 — 2007
Bachelor of Arts, Mathematics, Education
Terry Sell's Principal Financial Group Experience
Job Asst. Director Finance at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group
Skills
Group Insurance, Life Insurance, Disability Insurance, Dental Insurance, Reporting & Analysis, Analytics, Risk Modeling, Executive Reporting, Managerial Finance, Financial Reporting, Financial Modeling, Corporate Finance
Education
University of Evansville 1985 — 1988
BA, Mathematics, Business
Principal Financial Group
Skills
Group Insurance, Life Insurance, Disability Insurance, Dental Insurance, Reporting & Analysis, Analytics, Risk Modeling, Executive Reporting, Managerial Finance, Financial Reporting, Financial Modeling, Corporate Finance
Education
University of Evansville 1985 — 1988
BA, Mathematics, Business
Alice Binkowski's Principal Financial Group Experience November 2002 - November 2006
Job Senior Tax Accountant
Industry Accounting
Experience
CBIZ November 2010 - Present
In-Balance, LLC December 2006 - Present
Principal Financial Group November 2002 - November 2006
PRICE WATER HOUSE COOPERS September 1999 - November 2002
Education
University of Delaware
Bachelor's degree
CBIZ November 2010 - Present
In-Balance, LLC December 2006 - Present
Principal Financial Group November 2002 - November 2006
PRICE WATER HOUSE COOPERS September 1999 - November 2002
Education
University of Delaware
Bachelor's degree
Jeanna Champion's Principal Financial Group Experience April 1991 - July 1997
Job Select Implementation Lead at Cigna
Industry Insurance
Experience
Cigna August 2014 - Present
CIGNA May 2013 - August 2014
Cigna September 2009 - May 2013
Cigna February 2006 - September 2009
Cigna November 2004 - February 2006
Hobby Lobby August 2003 - November 2004
Centennial Eye Associates April 2000 - May 2003
American Century Investments November 1999 - April 2000
Intercare Health Plans (now CNIC) July 1997 - August 1999
Principal Financial Group April 1991 - July 1997
Skills
OneSource, Excel, Customer Service, Customer Focus, Health Insurance, Hyperion Reports, Data Analysis, PowerPoint, Account Servicing, Claims Review, Client-focused, Customer Advocacy, Benefit Communication, Root Cause Analysis
Education
University of Colorado at Denver 2006 — 2007
Master of Science (MS), Environmental Science
University of Colorado at Colorado Springs 1993 — 2005
Bachelor of Arts (BA), Biology
Cigna August 2014 - Present
CIGNA May 2013 - August 2014
Cigna September 2009 - May 2013
Cigna February 2006 - September 2009
Cigna November 2004 - February 2006
Hobby Lobby August 2003 - November 2004
Centennial Eye Associates April 2000 - May 2003
American Century Investments November 1999 - April 2000
Intercare Health Plans (now CNIC) July 1997 - August 1999
Principal Financial Group April 1991 - July 1997
Skills
OneSource, Excel, Customer Service, Customer Focus, Health Insurance, Hyperion Reports, Data Analysis, PowerPoint, Account Servicing, Claims Review, Client-focused, Customer Advocacy, Benefit Communication, Root Cause Analysis
Education
University of Colorado at Denver 2006 — 2007
Master of Science (MS), Environmental Science
University of Colorado at Colorado Springs 1993 — 2005
Bachelor of Arts (BA), Biology
Margaret Childers's Principal Financial Group Experience June 2012 - Present
Job Client Service Associate at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group June 2012 - Present
Principal Financial Group 1997 - 2005
Idaho State Parks and Recreation May 1997 - September 1997
Skills
Microsoft Office, Research, Excel, Word, Customer Service, Microsoft Excel, Coaching, Leadership Development, Volunteer Management, Event Planning, Community Outreach, Microsoft Word, Social Media, Public Speaking, Teaching, Outlook, PowerPoint
Education
University of Idaho 1992 — 1997
Bachelor of Science (B.S.), Natural Resource Recreation and Tourism
Principal Financial Group June 2012 - Present
Principal Financial Group 1997 - 2005
Idaho State Parks and Recreation May 1997 - September 1997
Skills
Microsoft Office, Research, Excel, Word, Customer Service, Microsoft Excel, Coaching, Leadership Development, Volunteer Management, Event Planning, Community Outreach, Microsoft Word, Social Media, Public Speaking, Teaching, Outlook, PowerPoint
Education
University of Idaho 1992 — 1997
Bachelor of Science (B.S.), Natural Resource Recreation and Tourism
David Robb's Principal Financial Group Experience August 1995 - April 1997
Job Technical Lead at TransUnion
Industry Financial Services
Experience
TransUnion August 2013 - Present
DCP Midstream October 2011 - August 2013
DCP Midstream November 2006 - October 2011
Printrak, A Motorola Company July 2000 - November 2006
Lipper, A Thomson Reuters Company May 1999 - June 2000
Capgemini April 1997 - May 1999
Principal Financial Group August 1995 - April 1997
Applied Power Associates February 1995 - August 1995
Education
University of Colorado at Boulder 2000 — 2004
Master of Science (MS), Computer Science
University of Nebraska-Lincoln 1990 — 1994
Bachelor of Science (BS), Computer Science
TransUnion August 2013 - Present
DCP Midstream October 2011 - August 2013
DCP Midstream November 2006 - October 2011
Printrak, A Motorola Company July 2000 - November 2006
Lipper, A Thomson Reuters Company May 1999 - June 2000
Capgemini April 1997 - May 1999
Principal Financial Group August 1995 - April 1997
Applied Power Associates February 1995 - August 1995
Education
University of Colorado at Boulder 2000 — 2004
Master of Science (MS), Computer Science
University of Nebraska-Lincoln 1990 — 1994
Bachelor of Science (BS), Computer Science
Shawna Brantner's Principal Financial Group Experience December 2002 - Present
Job eLearning Developer/Design Lead at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group December 2002 - Present
Skills
Instructional Design, eLearning programming, Flash Animation, Curriculum Design, E-Learning, Training
Education
University of Idaho 1994 — 1997
Bachelor of Science (BS), Business/Finance
Principal Financial Group December 2002 - Present
Skills
Instructional Design, eLearning programming, Flash Animation, Curriculum Design, E-Learning, Training
Education
University of Idaho 1994 — 1997
Bachelor of Science (BS), Business/Finance
Jill Burt's Principal Financial Group Experience November 2013 - March 2014
Job Aquatics Coordinator at City of Ames Parks and Recreation Department
Industry Recreational Facilities and Services
Experience
City of Ames Parks & Recreation Department March 2014 - Present
Burt's Baby Gear May 2012 - Present
Principal Financial Group November 2013 - March 2014
City of Des Moines Parks & Recreation Department February 2013 - March 2014
Walnut Ridge Senior Community November 2008 - April 2013
Deerfield Retirement Community December 2007 - November 2008
State of Nebraska: Beatrice State Developmental Center May 2006 - December 2007
City of Lincoln Parks & Recreation Department January 2006 - April 2006
Skills
Art, Customer Service, Nonprofits, Fine Art, Painting, Public Speaking
Education
University of Illinois at Urbana-Champaign 2010 — 2011
Master of Science (MS), Recreation, Sport and Tourism
University of Iowa 2001 — 2006
Bachelor of Applied Science (BASc), Leisure Studies with an emphasis in Therapeutic Recreation
City of Ames Parks & Recreation Department March 2014 - Present
Burt's Baby Gear May 2012 - Present
Principal Financial Group November 2013 - March 2014
City of Des Moines Parks & Recreation Department February 2013 - March 2014
Walnut Ridge Senior Community November 2008 - April 2013
Deerfield Retirement Community December 2007 - November 2008
State of Nebraska: Beatrice State Developmental Center May 2006 - December 2007
City of Lincoln Parks & Recreation Department January 2006 - April 2006
Skills
Art, Customer Service, Nonprofits, Fine Art, Painting, Public Speaking
Education
University of Illinois at Urbana-Champaign 2010 — 2011
Master of Science (MS), Recreation, Sport and Tourism
University of Iowa 2001 — 2006
Bachelor of Applied Science (BASc), Leisure Studies with an emphasis in Therapeutic Recreation
Kevin Baldock's Principal Financial Group Experience December 2003 - Present
Job Captain at Principal Financial Group
Industry Aviation & Aerospace
Experience
Principal Financial Group December 2003 - Present
Skills
Safety Management..., Logistics, Defense, Operations Management, Organizational..., Food Service, Team Building, Transportation, Shipping, Strategic Planning, Food & Beverage, Logistics Management, Restaurants, Program Management, Inventory Management, Leadership, Supervisory Skills, Menu Development, Process Improvement, Budgets
Education
Central Missouri State University
Principal Financial Group December 2003 - Present
Skills
Safety Management..., Logistics, Defense, Operations Management, Organizational..., Food Service, Team Building, Transportation, Shipping, Strategic Planning, Food & Beverage, Logistics Management, Restaurants, Program Management, Inventory Management, Leadership, Supervisory Skills, Menu Development, Process Improvement, Budgets
Education
Central Missouri State University
Gantz Kathy's Principal Financial Group Experience November 1989 - November 1994
Job Senior Director Global Benefits, Retirement and Mobility at Mallinckrodt
Industry Pharmaceuticals
Experience
Mallinckrodt April 2013 - Present
Aon Hewitt November 1994 - March 2013
Principal Financial Group November 1989 - November 1994
Blue Cross Blue Shiels of Iowa March 1987 - November 1989
Education
University of Missouri - Columbia 1983 — 1985
Master's degree, Health Care Administration/Management
University of Illinois at Urbana-Champaign 1979 — 1983
Bachelor's degree, Biology
Mallinckrodt April 2013 - Present
Aon Hewitt November 1994 - March 2013
Principal Financial Group November 1989 - November 1994
Blue Cross Blue Shiels of Iowa March 1987 - November 1989
Education
University of Missouri - Columbia 1983 — 1985
Master's degree, Health Care Administration/Management
University of Illinois at Urbana-Champaign 1979 — 1983
Bachelor's degree, Biology
The Principal Financial Group
BTG Pactual
HuaTai Securities Co.,Ltd.
Guosen Securities
PFG
Principal Financial
Principle
Fubon Financial Holdings