Principal Financial Group
Industry: Financial investment management company
DescriptionThe Principal Financial Group is a global financial investment management and insurance company headquartered in Des Moines, Iowa. Headquarters: Des Moines, Iowa, United States CEO: Daniel Joseph Houston (18 Aug 2015–) Assets under management: 692.4 billion USD (2017) Subsidiaries: Principal Securities, Inc.,
Principal Financial Group List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Principal Financial Group. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Principal Financial Group Salaries. You can even request information on how much does Principal Financial Group pay if you want to. Learn about salaries, pros and cons of working for Principal Financial Group directly from the past employees.
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8,325 Principal Financial Group employees in database. Find out everything there's to know about Principal Financial Group employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Principal Financial Group Employees
Principal Financial Group September 2012 - Present
Principal Financial Group October 2005 - August 2012
Skills
Insurance, Underwriting, Disability Insurance, Employee Benefits, Microsoft Excel, Microsoft Word, Microsoft Office
Education
University of Iowa 2002 — 2005
Principal Financial Group April 2015 - Present
Cetera Financial Group March 2011 - April 2015
Education
University of Iowa 2005 — 2009
Liberal Arts & Sciences, Mass Communication/Media Studies, Bachelor's Degree
Principal Financial Group July 2013 - Present
The University of Iowa March 2010 - July 2013
Sears, Roebuck and Co. November 2006 - December 2009
Skills
Windows, Linux, OS X, Unix, Programming, Java, JavaScript, Scala, SQL, Python, HTML, CSS, PHP, C++ Language, Spring Integration, Active Directory, Data Analysis, Matlab, Troubleshooting, Research, Android Development, Microsoft Office
Education
University of Iowa 2009 — 2013
Bachelor of Science (BS), Informatics
Principal Financial Group June 2015 - Present
University of Iowa Football May 2013 - May 2015
Principal Financial Group May 2014 - August 2014
Regina High School February 2012 - July 2013
The University of Iowa August 2011 - May 2013
Skills
Sports Management, Teamwork, Microsoft Office, VBA for Excel, Time Management, Commited, Analytical in Data and...
Education
University of Iowa 2010 — 2015
Actuarial Science/Finance Double Major, Junior Standing
Principal Financial Group August 2014 - Present
Jones Lang LaSalle December 2011 - August 2014
Terrus Real Estate Group July 2007 - December 2011
Fifth Street Management Company August 2004 - June 2007
Skills
Property Management, Facilities Management, Management, Real Estate, Leases, Brokerage, Corporate Real Estate, Tenant, Construction, Commercial Real Estate, Contract Management, Contract Negotiation, Disposition, Investments, Lease Administration, Lease Negotiations, Property, Real Estate Transactions, Tenant Representation
Education
University of Iowa 2000 — 2004
BS, Communication Studies
Syngenta October 2011 - Present
Del Monte Foods March 2010 - May 2011
Thomson Reuters July 2009 - March 2010
Kimberly-Clark April 2007 - June 2009
United Health Group March 2006 - April 2007
Target May 2004 - March 2006
Principal Financial Group March 2000 - May 2004
Skills
Forecasting, Financial Analysis, Cross-functional Team..., Analysis, Business Planning, Financial Modeling, Business Analysis, Budgets, Finance, Management, Program Management, Internal Controls, Project Management, Sales, SAP, Data Analysis, Sales Management, Analytics, Competitive Analysis, Strategy, Leadership, Operations Management, Pricing, Managerial Finance, Business Process..., Financial Reporting, Variance Analysis, Strategic Financial..., Business Development, Access, Negotiation, Hyperion Enterprise
Education
University of Iowa 1993 — 1997
BS, Economics
Cambridge Investment Research August 2014 - Present
Cambridge Investment Research April 2012 - August 2014
Principal Financial Group June 2011 - April 2012
Wells Fargo July 2010 - June 2011
GEICO January 2007 - July 2010
Goodwill of the Heartland April 2005 - January 2007
Skills
Series 24, Series 26, Accredited Investment..., Series 7, Series 6, INS 21, INS 22, Property & Casualty..., Financial Services, Investments
Education
University of Iowa 2007 — 2010
Bachelor of Arts (BA), Finance, General, 3.65
University of Iowa 2007 — 2010
Bachelor of Arts (B.A.), Management & Organizations, 3.65
Principal Financial Group March 2014 - Present
Principal Financial Group February 2012 - March 2014
Principal Financial Group January 2011 - February 2012
Principal Financial Group May 2007 - January 2011
Skills
401k, Retirement, Series 6, Asset Allocation, Defined Benefit, Defined Contribution, Financial Services, Pensions
Education
University of Iowa 2003 — 2007
BA, Communications/Business
Athene USA October 2013 - Present
Aviva USA June 2011 - October 2013
Principal Financial Group September 2010 - June 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML
Education
University of Iowa 2006 — 2010
Bachelor of Science (B.S.), Actuarial Science and Mathematics
Principal Financial Group July 2014 - Present
Skills
Employee Benefits, Outlook, Microsoft Office, Microsoft Excel, Building Relationships, PowerPoint, Customer Service, Recruiting, Time Management
Education
University of Iowa
Bachelor of Applied Science (B.A.Sc.), Health Promotion and Wellness
Principal Financial Group October 2014 - Present
CIEE September 2013 - June 2014
Wells Fargo Home Mortgage October 2012 - August 2013
TheatreWorks June 2012 - August 2012
The University of Iowa March 2012 - May 2012
The University of Iowa March 2010 - February 2012
Bijou Cinema May 2010 - October 2011
Iowa Depression and Clinical Research Center September 2010 - May 2011
Panera Bread June 2008 - January 2011
Skills
Editing, Research, Microsoft Excel, Microsoft Word, Theatre, Public Speaking, Social Media, Event Planning, Creative Writing, Microsoft Office, Blogging, PowerPoint
Education
University of Iowa 2009 — 2012
Bachelor of Arts (B.A.), Theatre/Theater
University of Iowa November 2003 - December 2005
The Old Creamery Theatre Company May 1996 - December 2005
AdTrack January 2001 - August 2003
Principal Financial Group June 2000 - August 2001
Skills
Photography, Theatre, Film, Film Production, Portrait Photography, Video Production, Portraits, Studio Lighting, Digital Photography, Commercial Photography, Fine Art Photography
Education
University of Iowa 2001 — 2005
University of Northern Iowa 1997 — 1999
Theatre Arts (Acting & Directing)
University of Iowa Hospitals and Clinics October 2011 - Present
Mercer March 2010 - October 2011
Principal Financial Group April 1994 - March 2010
Mercy Hospital August 1991 - April 1994
Skills
Employee Benefits, Payroll, Leadership, Editing, Management, Human Resources
Education
University of Iowa 1983 — 1987
Bachelor of Science (BS)
Principal Financial Group March 2013 - Present
Principal Financial Group February 1994 - March 2013
Skills
Leadership, 401k, Retirement, Series 7, Retirement Planning, Insurance
Education
University of Iowa 1988 — 1992
Bachelor of Arts (B.A.), Sociology
Wells Fargo Home Mortgage September 2015 - Present
Wells Fargo Home Mortgage September 2014 - September 2015
Wells Fargo November 2012 - September 2014
Wells Fargo Home Mortgage July 2009 - November 2012
Pearson August 2007 - July 2009
Principal Financial Group June 2007 - August 2007
The Englert Theatre August 2005 - May 2006
Principal Financial Group June 2005 - August 2005
Principal Financial Group June 2003 - August 2004
Skills
Marketing, Training, Time Management, Human Resources, Recruiting, Outlook
Education
University of Iowa 2003 — 2007
Bachelor of Arts (BA), Communication Studies, Spanish
Dowling High School 1999 — 2003
Principal Financial Group October 2013 - Present
Aviva USA September 2008 - October 2013
Sprint December 1997 - September 2008
Skills
HR Consulting, Change Management, Organizational Design, Leadership Development, Human Resources, Performance Management, Succession Planning, Talent Management, Program Management, Organizational..., Organizational..., Coaching, Employee Engagement, Process Improvement, Leadership, Management, Employee Relations, Talent Acquisition
Education
University of Iowa 1992 — 1996
Bachelor's degree in Science, Psychology
Principal Financial Group June 2013 - Present
Iowa Financial Group - An Office of MetLife January 2012 - June 2013
Marsh & McLennan Companies, Inc. October 2008 - August 2011
Education
University of Iowa 1995 — 2000
Bachelor's degree, Biology and Botany Double Major
Symphony Asset Management June 2015 - Present
PEAK6 Investments LP August 2013 - June 2015
Principal Financial Group January 2013 - August 2013
University of Iowa Krause Fund January 2012 - May 2012
Skills
Data Integrity, PnL, SQL, Options, Option Exchange Fees, Market Structure, Financial Modeling, Microsoft Excel, Account Reconciliation, Portia, Fund Accounting, Research, Bloomberg, Settlement, Process Improvement
Education
University of Iowa 2007 — 2012
B.S. Economics, B.S. Mathematics
Crystal Lake Central High School
American Funds August 2012 - Present
MassMutual Financial Group January 2007 - September 2012
ING May 2004 - December 2007
Principal Financial Group May 1994 - May 2004
Skills
Retirement, Pensions, 401k, Series 7, Series 63, Mutual Funds, Retirement Planning, Investments, Asset Allocation, Series 6, Defined Benefit, ERISA, Retirement Plan..., Financial Advisory, Defined Contribution, Qualified Retirement...
Education
University of Iowa 1990 — 1994
BA, Political Science
Goldman Sachs July 2011 - Present
Goldman Sachs June 2010 - August 2010
Principal Financial Group January 2009 - August 2009
Education
University of Iowa 2007 — 2011
BBA, Finance, Minor in Chinese
Principal Financial Group March 2012 - Present
Principal Financial Group March 2011 - February 2012
Principal Financial Group March 2008 - February 2011
Skills
Employee Benefits, Insurance, Business Process..., Customer Service, Business Process, Requirements Gathering, Business Analysis
Education
University of Iowa 2001 — 2005
Bachelor of Liberal Arts, Dance
Compass Financial Services September 2013 - Present
Compass Financial Services August 2012 - September 2013
Principal Financial Group July 2011 - August 2012
Midwest One Bank 2010 - 2011
Education
University of Iowa 2007 — 2011
Bachelor of Arts (BA), Finance, General
IBM July 2014 - Present
IBM July 2010 - Present
IBM April 2000 - August 2010
Principal Financial Group November 1996 - May 2000
ISSC 1995 - 1996
Tyson Foods 1994 - 1994
Skills
Enterprise Software, Databases, Enterprise Architecture, IT Strategy, Solution Selling, Cloud Computing, SaaS, Business Intelligence, Social Business, IBM BPM, Predictive Analytics, Big Data, Agile Testing, Agile Application..., Marketing Management, Social Media Marketing, Storage Virtualization, Enterprise Content..., Data Warehousing, HR Software, Information Technology, Database Design, DB2
Education
University of Iowa - Henry B. Tippie College of Business 1993 — 1995
B.A., Management Information Systems
University of Iowa 1991 — 1995
Bachelor of Business Administration (BBA), Management Information Systems, General
Sioux City East 1987 — 1991
HomeServices Lending January 1999 - Present
Principal Financial Group January 1995 - January 1999
Skills
Mortgage Lending, FHA, Mortgage Banking, Leadership, Loan Origination, Loans, Finance, Refinance, First Time Home Buyers, Leadership Development, VA loans, USDA, Credit, Investment Properties, FHA financing, Recruiting, Sales Management, Organizational..., Residential Mortgages, Sales, Change Management, P&L Management, Production Managment, Marketing, Government Loans, Construction Loans, Residential Homes, Credit Analysis, Certified Mortgage..., Reverse Mortgages, Production Management, Mortgage Underwriting, Commercial Lending, Banking, Change Leadership, Profit & Loss Management, Mortgage, Mortgage Marketing, Real Estate Financing, Underwriting, Loan Servicing, Loss Mitigation, Home Equity Lines of..., Volunteer Management, Customer Service, Consumer Lending, FHA Financing
Education
University of Iowa 1990 — 1994
BA, Economics
Principal Financial Group March 2014 - Present
Principal Financial Group April 2013 - Present
Pioneer Hi-Bred International Inc April 2011 - April 2013
John Deere Credit October 2010 - March 2011
Principal Financial Group August 2010 - September 2010
Meredith May 2008 - August 2010
State of Iowa March 2006 - May 2008
ARAG June 2005 - March 2006
Pearson Government Solutions May 1999 - May 2005
Skills
Agile Methodologies, SQL, Software Development, XML, Spring, Web Services, Hibernate, Java Enterprise Edition, Subversion, SOAP, Web Applications, JavaScript, jQuery, JSP, MySQL
Education
University of Iowa
BS, Computer Science
University of Iowa
BA, Biochemistry
CENTURY 21 Signature Real Estate January 2015 - Present
The Building Company May 2010 - April 2015
Eco-Logic Homes August 2010 - December 2014
Fisher Group Inc May 2005 - April 2010
Principal Financial Group 2001 - 2004
Skills
Real Estate, Negotiation, Customer Relations, Residential, Marketing Strategy, Residential Homes, Marketing, Customer Service, Construction
Education
University of Iowa 1993 — 1997
B.A., Psychology, Sociology
Urbandale High School 1989 — 1993
Massage Inspired August 2015 - Present
Reset October 2013 - August 2015
Principal Financial Group 2010 - 2013
Great Western Bank 2008 - 2010
Skills
Entrepreneurship, Therapeutic Massage, Deep Tissue Massage, Pregnancy Massage, Sports Massage, Life Insurance, Leadership, Business Communications, Employee Training, Public Speaking, Account Management, Social Media, Retail Banking, Microsoft Office, Outlook, Business Relationship..., Team Building
Education
University of Iowa 2014 — 2016
Bachelor's Degree, Organizational Studies, 3.8 GPA
Iowa College of Natural Health 2009 — 2010
Trade Degree, Massage Therapy/Therapeutic Massage
Principal Financial Group June 2007 - Present
CIGNA June 2001 - June 2007
Skills
Health Insurance, Insurance, Reinsurance, Employee Benefits, Actuarial Science, Financial Reporting, Pricing, Risk Management, Microsoft Excel, Process Improvement, Underwriting, Strategic Planning
Education
University of Iowa 1997 — 2001
B.S., Mathematics
Principal Funds July 2014 - Present
Principal Financial Group September 1995 - July 2014
Education
University of Iowa 2011 — 2015
Master of Business Administration (M.B.A.)
William Penn University 2007 — 2009
Bachelor of Business Administration (B.B.A.)
Archer Daniels Midland Company January 2015 - Present
Archer Daniels Midland Company March 2010 - January 2015
Archer Daniels Midland Company March 2008 - March 2010
Archer Daniels Midland June 2006 - March 2008
Principal Financial Group August 2004 - June 2006
Skills
Leadership, Merchandising, Event Planning, Product Development, Strategic Planning, Negotiation, Team Building, Public Speaking, Forecasting, Process Improvement
Education
The University of Phoenix 2013 — 2015
Master of Business Administration (M.B.A.), Business
The University of Iowa 2000 — 2004
Bachelor's Degree, Theology and Religious Studies
University of Iowa 2000 — 2004
Bachelor's Degree, Spanish Language and Literature
Principal Financial Group April 2015 - Present
Principal Financial Group November 2012 - Present
Principal Financial Group November 2012 - April 2015
Bank of the West July 2010 - November 2012
2009-2010 Wells Fargo Bank NA January 2009 - July 2010
2005-2009Enterprise Rent-a-Car January 2005 - January 2009
2004-2005University of Iowa January 2004 - January 2005
Skills
Life Insurance, Business Owner and..., Supplimental Retirement..., Series 63, Series 6
Education
University of Iowa 1999 — 2004
B.A, Philosophy
Fidelity Investments May 2014 - Present
Fidelity Investments 2012 - Present
Fidelity Investments 2006 - 2012
Diversified Investment Advisors 2004 - 2006
Charles Schwab 2002 - 2004
Principal Financial Group 1997 - 2002
Education
University of Iowa - Henry B. Tippie College of Business 1992 — 1997
BBA, Finance
University of Iowa 1992 — 1996
Bachelor of Business Administration (BBA), Finance
North American Company for Life and Health Insurance July 2013 - Present
Sammons Annuity Group May 2008 - July 2013
Sammons Annuity Group May 2006 - May 2008
Sammons Annuity Group June 2002 - May 2006
ING 2000 - 2002
Principal Financial Group 1999 - 2000
Skills
New Business Development, Customer Service, Leadership, Insurance, Team Building, Sales Management, Coaching, Strategic Planning, Training, Risk Management, Process Improvement, Contract Negotiation, Business Analysis, Microsoft Excel, Life Insurance, Employee Benefits, Management
Education
University of Iowa 1992 — 1994
Bachelors of Business Administration, Human Resources Management/Personnel Administration, General
Des Moines Area Community College 1990 — 1992
Associate of Arts (AA), Liberal Arts and Sciences, General Studies and Humanities
Polk County Iowa May 2012 - Present
Johnson County Iowa August 2005 - May 2012
FAA May 2004 - July 2005
Principal Financial Group 2000 - 2002
Skills
Cartography, GIS, ESRI, Remote Sensing, GPS, Data Management, Data Mapping, Data Collection, Government, Data Analysis, Database Admin, Private Pilot, Microsoft SQL Server, Visual Basic 5.0/6.0, VB.NET, Python, SSRS, SSIS, ArcInfo, ArcGIS, Databases, Spatial Analysis, Database Administration
Education
University of Northern Iowa 2002 — 2004
Master of Arts (MA), Geography
Johann Wolfgang Goethe-Universität Frankfurt am Main 1998 — 1999
Wirtschaftswissenschaften
University of Iowa 1995 — 1998
Bachelor of Arts (B.A.)
East High 1991 — 1995
Castle HIll 1982 — 1987
McKesson Health IT June 2013 - March 2014
Cooper University Hospital September 2003 - May 2013
Legacy Marketing Group July 2000 - August 2003
Principal Financial Group September 1993 - June 2000
Skills
HL7, Healthcare, Healthcare Information..., Project Management, EHR, EMR, HIPAA, Epic Systems, PACS, Informatics, Healthcare Management, Hospitals, Meditech, Medical Imaging, Software Documentation, Radiology, CPOE, Clinical Research, Cerner, DICOM, Integration
Education
Kaplan University 2011 — 2012
Information Technology, 4.0
University of Iowa 1987 — 1992
LBS - Bookbinding, On-Demand & Packaging Materials November 2007 - Present
Principal Financial Group June 2006 - August 2006
Skills
Customer Experience, Long-term Customer..., Customer Support, International Sales, FSC Certification
Education
University of Iowa 2002 — 2006
Bachelor of Arts (B.A.), Psychology
Principal Financial Group August 2006 - Present
Pioneer Hi-Bred International Inc December 1987 - August 2006
Skills
SharePoint, Program Management, Systems Analysis, Disaster Recovery, Visio, Servers, Process Improvement, Requirements Analysis, VMware, Data Center, Security
Education
Upper Iowa University 1985 — 1987
Bachelor of Science, Business Management
University of Iowa 1981 — 1985
Liberal Arts and Sciences, General Studies and Humanities
Principal Financial Group September 2014 - Present
Faegre Baker Daniels LLP October 2009 - August 2014
Faegre & Benson LLP May 2008 - August 2008
Iowa Attorney General's Office May 2007 - August 2007
Skills
ERISA, Defined Contribution, 401k, Pensions, Health Care Reform, Employee Wellness, Editing, Legal Writing, News Writing, Copywriting, Legal Research, Administrative Law, Regulatory Analysis
Education
University of Iowa College of Law 2006 — 2009
J.D.
University of Iowa 2001 — 2006
B.A.
University of Iowa - Henry B. Tippie College of Business 2001 — 2006
B.B.A
Sommers & Danforth Financial, LLC November 2014 - Present
Principal Financial Group June 2010 - November 2014
Bening Financial Org. 2008 - 2010
Skills
Retirement, Retirement Planning, Insurance, 401k, Fixed Annuities, Investments, Financial Analysis, Disability Insurance, Sales, Series 6, Wealth Management, Life Insurance, Long-term Care, Estate Planning, Mutual Funds, Succession Planning, Investment Management
Education
University of Iowa 2005 — 2010
Principal Financial Group March 2006 - Present
Principal Financial Group August 2002 - March 2006
Principal Financial Group June 2000 - August 2002
Principal Financial Group October 1998 - June 2000
ING October 1997 - October 1998
Principal Financial Group October 1995 - October 1997
Skills
Business Objects, Retirement Services, Pension Administration, Training, Customer Service, Project Management, Requirements Analysis
Education
Upper Iowa University 1999 — 2001
Bachelor's Degree, Business Administration and Management, General, Cum Laude
University of Iowa 1988 — 1991
Elementary Education and Teaching
Principal Financial Group March 2008 - Present
Principal Financial Group January 2005 - March 2008
Principal Financial Group February 2003 - January 2005
Principal Financial Group September 2001 - February 2003
Education
University of Iowa 1996 — 2000
Principal Financial Group March 2015 - April 2015
Principal Financial Group February 2010 - March 2015
Principal Financial Group November 2005 - March 2010
Skills
Integrated Marketing, Marketing Strategy, Lead Generation, Strategic Planning, B2B, Direct Marketing, Marketing Communications, Management, Investments, Marketing, Email Marketing, Leadership, Strategy, Multi-channel Marketing
Education
University of Iowa 1999 — 2003
BBA, Marketing
University of Iowa - Henry B. Tippie College of Business 1999 — 2003
Marketing
Principal Financial Group March 2013 - Present
Principal Financial Group March 2003 - Present
Skills
Risk Management, Treasury, Mutual Funds, Fixed Income, Investments, Treasury Management, Asset Management, Financial Modeling, Finance, Capital Markets, Banking, Insurance, Financial Services, Financial Analysis
Education
University of Iowa 1985 — 1989
Principal Financial Group January 2011 - Present
Principal Financial Group July 2008 - December 2010
Principal Financial Group August 2001 - August 2008
Principal Financial Group January 1994 - August 2001
Skills
SDLC, Software Project..., Business Requirements, Visio, Requirements Analysis, COBOL, Waterfall, Insurance, Risk Management, SharePoint, Business Analysis, Vendor Management, Project Portfolio..., Software Development, Agile Methodologies, Risk Mitigation, Mainframe, Project Planning, Banking, JCL, Project Implementation, SQL, Project Delivery, Change Management, Program Management, Application Development, Agile Project Management, Agile Methodolgy, Scrum
Education
University of Iowa 1989 — 1993
BS Computer Science, Computer Science
Principal Financial Group November 1996 - Present
Education
University of Iowa 1990 — 1994
PRINCIPAL FINANCIAL GROUP March 1996 - Present
Economy Data Products August 1994 - February 1996
Seneca April 1986 - May 1994
Skills
Series 63, Mutual Funds, Estate Planning, IRAs, Fixed Annuities, Series 7, Management, Wealth Accumulation, Financial Needs Analysis, Tax-Deferred Savings, Supplemental Retirement..., Informal Business..., Income Protection, Disability Income..., Business Continuation..., Asset Allocation, Series 65
Education
University of Iowa 1977 — 1981
BS, Accounting
University of Iowa 1977 — 1981
ba accounting, accounting
Reinsurance Group of America 2010 - Present
Edward Jones 2008 - 2010
Aviva Capital Management 2006 - 2008
Principal Financial Group 2004 - 2006
Skills
Fixed Income, Portfolio Management, Capital Markets, Economics, Securities, Valuation, Financial Modeling, Investments, Bloomberg, Alternative Investments, Equities, Investment Strategies, Financial Analysis, Investment Management, Corporate Finance, Asset Management, Mutual Funds
Education
University of Iowa 1999 — 2001
MBA, Finance
University of Iowa
Bachelor of Arts, Economics
Principal Financial Group April 2004 - March 2013
Bushnell's Turtle 1990 - 1993
Education
University of Iowa 1989 — 1993
Principal Financial Group May 2007 - Present
KWWL Television June 2003 - February 2007
Skills
Customer Relations, Social Media, Customer Service, Television, Investments
Education
University of Iowa 1997 — 2001
Bachelor, Journalism and Mass Communications
Principal Financial Group August 2002 - Present
Education
University of Iowa 1984 — 1988
Principal Financial Group May 2007 - August 2007
Education
University of Iowa 2003 — 2007
Bachelors of Business Administration, Management and Finance
HCI Care Services (Hospice of Central Iowa/Visiting Nurse Services) December 2014 - Present
Wellmark Inc April 2013 - December 2014
Wellmark August 2012 - April 2013
First Administrators, Inc. June 2011 - August 2012
First Administrators, Inc July 2006 - June 2011
Principal Financial Group January 1994 - June 2006
Education
University of Iowa 1981 — 1985
BA, Marketing
North High School
North High School, Sioux City IA
Sioux City North High
Sioux City North High
CUNA Mutual Group November 2014 - Present
Farmers Mutual Hail Insurance April 2009 - March 2014
(Family time) 2007 - 2009
ITA Group 2006 - 2007
Principal Financial Group 2005 - 2006
Genesis10 2000 - 2005
Norstan Consulting 1998 - 2000
Equitable of Iowa Companies/ING 1991 - 1998
Black & Veatch 1988 - 1991
Iowa Farm Bureau Federation 1987 - 1988
Skills
Business Analysis, Change Management, Project Management, Process Mapping, Process Definition, Business Case..., Group Facilitation, Requirements Definition, Recruitment, Database Management
Education
University of Iowa
Bachelor of Business Administration (BBA), Industrial Relations/Human Resources
Wells Fargo Home Mortgage January 2014 - Present
Principal Financial Group August 2012 - November 2013
Aviva December 2009 - August 2012
Aviva May 2007 - December 2009
Education
University of Iowa 1998 — 2000
Meredith ConsultantBirdDogHR2014 - 2014
SumTotal Systems September 2008 - August 2011
Source Allies August 2007 - September 2008
Aviva August 2007 - September 2008
Aviva, USA 2007 - 2008
Principal Financial Group December 2005 - September 2007
ABC Virtual Communications 2004 - 2005
Bank of America 2001 - 2004
Ztango May 2000 - August 2001
Education
University of Iowa 1996 — 2000
Principal Funds March 2013 - Present
Principal Funds May 2008 - March 2013
Principal Financial Group September 2002 - April 2008
Skills
Financial Services, Strategic Communications, Microsoft Excel, Marketing, Social Media, Newsletters, Strategic Planning, Advertising, Corporate Communications, Marketing Strategy, Social Media Marketing, Customer Service, Writing, Marketing Communications
Education
University of Iowa 1998 — 2002
Bachelor of Business Administration (BBA), Marketing
University of Iowa 1998 — 2002
M.A., Journalism and Mass Communication
University of Iowa - Henry B. Tippie College of Business 1998 — 2002
B.S., Marketing
Babson Capital Management March 2013 - Present
Principal Financial Group 1992 - March 2013
BT Financial Group January 2000 - June 2002
Principal Financial Group September 1997 - December 1999
Education
University of Iowa 1988 — 1992
BBA, Business
Wells Fargo Home Mortgage March 2012 - Present
Wells Fargo September 2008 - March 2012
Wells Fargo March 2007 - September 2008
Wells Fargo October 2005 - March 2007
Wells Fargo September 2004 - October 2005
Principal Financial Group May 2001 - September 2004
Skills
Banking, Credit, Credit Risk, Portfolio Management, Risk Management, Loans, Mortgage Lending, Financial Analysis, Credit Analysis, Credit Cards, Analytics, SAS, Business Analysis, Financial Services
Education
University of Iowa 1997 — 1999
Bachelor of Business Administration (B.B.A.), Finance, General
Waldorf College 1995 — 1997
Associate of Arts (A.A.), Business Administration and Management, General
Knapp Properties Inc 2004 - Present
Principal Financial Group January 1993 - December 2003
Skills
Real Estate, Corporate Real Estate, Location Intelligence, Leases, Commercial Real Estate, Investments, Sellers, Disposition, Real Estate Development, Property Management, REO, Asset Managment, Brokerage, Investment Properties, Real Estate Economics, Lease Administration, Rentals, Negotiation, Lease Negotiations, Buyer Representation, Appraisals, Real Estate Transactions, Real Estate Financing, Valuation, Tenant Representation, Tenant, Land Development, Land Acquisition, 1031 Exchanges, Asset Management, Acquisitions, Due Diligence, Commercial Mortgages, Landlords, Investors, Property, Foreclosures, First Time Home Buyers, Listings, Contract Negotiation, Single Family Homes, Underwriting, Commercial Real Estate..., Retail Site Selection, Residential Homes, Real Property, Mortgage Lending, Loans, Commercial Lending, Relocation
Education
University of Iowa 1986 — 1991
Economics
Principal Financial Group January 2014 - Present
Principal Bank March 2001 - January 2014
Principal Financial Group March 2001 - January 2014
Skills
Investments, Mortgage Lending, Banking, Loans, Retirement Planning, Portfolio Management, Leadership, Risk Management, Mutual Funds, Insurance, Credit, Retirement, Strategic Financial..., Finance, Credit Analysis, Financial Services, Employee Benefits, IT Management, IT Operations, IT Strategy, IT Service Management
Education
University of Iowa 1993 — 1997
Finance
principal financial group asset managementprincipal financial group1988 - 2008
Education
University of Iowa 1983 — 1988
BS, finance
Iowa Health System October 2005 - Present
Princpal Financial Group May 2005 - October 2005
Principal Financial Group May 2005 - October 2005
Siegwerk April 2001 - May 2005
Iowa Health System January 2000 - April 2001
Skills
Troubleshooting, Customer Service
Education
University of Iowa 1983 — 1987
General Studies, Liberal Arts
TNBC - The National Benefit Corp August 2015 - Present
TNBC - The National Benefit Corp April 2002 - July 2015
Principal Financial Group April 1998 - April 2002
Skills
Team Leadership, Customer Service, Insurance, Leadership, Business Analysis, Strategic Planning, Retirement, Financial Services, Term Life Insurance
Education
Don Bosco High School
University of Iowa
Wells Fargo Home Mortgage September 2012 - Present
Principal Financial Group December 2006 - June 2012
Principal Financial Group March 2005 - December 2006
CitiMortgage June 2004 - March 2005
Principal Residential Mortgage August 1998 - June 2004
Principal Residential Mortgage September 1996 - June 1998
Arch Communications June 1988 - September 1996
Skills
Mainframe development,..., Business Analysis, COBOL, Training, Databases, SharePoint, Process Improvement, Requirements Gathering
Education
University of Iowa
Bachelor of Arts (BA), Communication Studies
B2T Training 2011 — 2011
Business Analyst Associate Certificate
Principal Financial Group
Skills
Life Insurance, Employee Benefits, Retirement Planning, Insurance, Retirement, Disability Insurance, Public Speaking, Program Management
Education
University of Iowa 1983 — 1987
B.A., Communication Studies
B.A. University of Iowa
Principal Funds, Inc. and Princor Financial Services Corporation July 2007 - Present
Principal Financial Group November 1994 - Present
Principal Financial Group March 1991 - November 1994
Principal Financial group October 1979 - March 1991
Skills
Compliance, FINRA, AML, Insurance, Series 7, Investigations, Series 24, Regulatory Risk, Contract Negotiation
Education
University of Iowa College of Law 1975 — 1977
JD, Law
University of Iowa 1970 — 1974
B.S., Social Psychology, Business
Principal Financial Group September 2011 - Present
Principal Financial Group February 2009 - September 2011
Principal Financial Group October 2008 - December 2008
Principal Financial Group July 2005 - October 2008
Principal Financial Group August 2003 - July 2005
Principal Financial Group January 1998 - August 2003
Skills
Investments, Defined Benefit, Employee Benefits, Financial Services, ESOP, Retirement Planning, Product Management, Product Development, Project Management, Leadership, Process Improvement, Management, Training, 401k, Retirement, Benefits Administration
Education
University of Iowa 1994 — 1998
Bachelor of Business Administration, Finance
University of Iowa - Henry B. Tippie College of Business 1994 — 1998
BBA, Finance
UnityPoint Health 2012 - Present
Strategic Implementations February 2003 - April 2014
Aviva USA 2010 - 2012
Wellmark 2007 - 2010
Principal Financial Group 2004 - 2007
Farm Bureau Financial Services 2003 - 2004
Wells Fargo Home Mortgage December 1997 - February 2003
Principal Financial Group October 1994 - December 1997
Austin P. Lawler & Associates May 1990 - October 1994
Skills
Sales Compensation, Business Transformation, Program Management, Cost Reduction, Strategic Planning, Tactical Planning, Product Management, Management Consulting, Leadership, Software Project..., Resource Management, Incentive Programs, Management, Business Process..., Strategy, Business Process, Business Strategy, Process Improvement
Education
University of Iowa 1985 — 1989
BBA, Finance
University of Iowa - Henry B. Tippie College of Business 1985 — 1989
BBA, Finance
FedEx Ground 2005 - Present
CBIZ 1999 - 2004
Mutual of America 1997 - 1999
Principal Financial Group 1982 - 1997
Skills
Management, Project Management, Strategic Planning, Leadership, Microsoft Office, Business Strategy, Customer Service, Change Management, Strategy, Microsoft Excel, Management Consulting
Education
University of Iowa
Business Bachelor's of Arts(BBA) Finance and Marketing, Double Major Finance and Marketing
Hansen, McClintock & Riley January 2015 - Present
Principal Financial Group April 2008 - January 2015
Des Moines Public Schools September 1978 - June 2007
Skills
Operating Budgets, Budgets, Project Planning, Research, Teaching, Cataloging, Library, Databases, Staff Development, Editing, E-Learning, Administration, Contract Management
Education
University of Iowa 1977 — 1978
Master's Degree, Library Science
University of Northern Iowa 1970 — 1974
Bachelor's Degree, English/ Library Science
Principal Financial Group January 2008 - Present
Skills
Life Insurance, Term Life Insurance, Underwriting, Risk Management, Insurance
Education
University of Iowa
Finance
Principal Financial Group September 2010 - Present
Principal Financial Group March 2005 - March 2010
Skills
Business Strategy, Marketing Strategy
Education
University of Iowa
Principal Financial Group June 2012 - Present
Skills
ERISA, Compliance, Plan Design, Investments, Insurance, 401k, Retirement, Employee Benefits, Defined Benefit, Securities, Pensions, Risk Management, Mutual Funds, Retirement Planning, Fixed Annuities, Benefits Administration, Retirement Plan...
Education
University of Iowa
Bachelor of Arts (BA), Insurance, Finance
Blue Cross and Blue Shield of Minnesota June 2011 - Present
Principal Financial Group October 2007 - May 2009
First Business Bank December 2001 - October 2007
Wells Fargo January 1999 - December 2001
Norwest Corporation May 1994 - January 1999
Dickinson & Company May 1993 - May 1994
Skills
Investments, Portfolio Management, Fixed Income, Equities, Asset Allocation
Education
University of Iowa 1995 — 1998
Master of Business Administration, Security Analysis
University of Iowa 1988 — 1992
Bachelor of Arts, Finance, Economics
Principal Financial Group December 2007 - Present
Wells Fargo Investments March 2006 - January 2008
Thrivent Financial for Lutherans March 2005 - April 2006
Skills
Retirement Planning, Fixed Annuities, Uniform Combined State..., Securities, Series 66
Education
University of Iowa - Henry B. Tippie College of Business 2006 — 2009
MBA, Finance
University of Iowa 1999 — 2004
BA, Psychology
University of Iowa - Henry B. Tippie College of Business 1999 — 2004
BBA, Management and Marketing
Dowling Catholic High School
Mt. Olive Lutheran
Iowa Lions Eye Bank November 2014 - Present
JG Ratekin Communications October 2013 - November 2014
Principal Financial Group September 2012 - October 2013
Principal Financial Group November 2010 - September 2012
Principal Financial Group August 2007 - November 2010
Iowa Department of Economic Development September 1999 - October 2004
Iowa Department of Agriculture and Land Stewardship September 1989 - June 1999
Skills
Visio, Business Requirements, Recruiting, Employee Benefits, Requirements Gathering, SDLC, PMO, SharePoint, Process Improvement, Vendor Management, Waterfall, Business Analysis, Communication, Corporate Communications, Strategic Communications, Publishing, Media Relations, Newsletters, Social Networking, Marketing, Social Media, Blogging, Email Marketing, Copy Editing, Public Relations, Editing, Journalism, Leadership, Technical Writing, Copywriting, Marketing Communications, Supplier Negotiation, Marketing Strategy, Press Releases, Integrated Marketing, Management, Advertising, Social Media Marketing, Writing, Strategic Planning, Public Speaking, Strategy, Digital Marketing
Education
University of Iowa 2011 — 2015
Master's degree, Strategic Communication
University of Northern Iowa 1976 — 1984
B.a., English
Blue Shield of California March 2015 - Present
Blue Shield of California July 2013 - March 2015
Blue Shield of California September 2011 - June 2013
Milliman April 2010 - August 2011
Milliman February 2009 - March 2010
Principal Financial Group May 2008 - August 2008
Skills
Actuarial, Actuarial Science, Reserving, Pricing, Health Insurance, SAS, Insurance, Data Analysis, Excel, Statistics, Analytics, Microsoft Excel, Access, Actuarial Consulting, VBA, Actuaries, Reinsurance, ALM
Education
University of Iowa 2007 — 2009
M.S., Actuarial Science
University of Mumbai 2005 — 2007
M. Sc., Statistics
Bhavan's College 2002 — 2005
B.Sc., Statistics
D. G. Ruparel College 2000 — 2002
Science
Bombay Cambridge School 1992 — 2000
Wells Fargo 2011 - Present
Wells Fargo 2009 - 2011
Principal Financial Group 2007 - 2009
Principal Financial Group 1997 - 2009
Principal Financial Group 2004 - 2007
Principal Financial Group 2001 - 2004
Principal Financial Group 1997 - 2004
Education
University of Iowa 1982 — 1986
B.B.A, Finance
Walker & Dunlop June 2012 - Present
Grandbridge Real Estate Capital November 2007 - June 2012
Collateral Real Estate Capital, LLC 2003 - 2007
LJ Melody 1999 - 2003
Eberhardt Company 1994 - 1999
Principal Financial Group 1987 - 1992
Skills
Asset Management, Banking, Commercial Mortgages, Commercial Real Estate, Contract Negotiation, Equities, Finance, Investments, Loans, Mortgage Lending, Negotiation, Real Estate, Strategic Planning, Structured Finance
Education
University of Iowa 1983 — 1987
BBA, Finance
Principal Financial Group June 1995 - Present
Skills
Mutual Funds, Series 7, Retirement Planning, 401k, Investments, Series 63, Retirement, Customer Service, Management, Insurance
Education
University of Iowa
Principal Global Investors June 2014 - Present
Principal Global Investors September 2006 - June 2014
Terrus Real Estate Group January 2000 - August 2006
Principal Global Investors January 1984 - December 1999
Principal Financial Group 1996 - 1997
Principal Global Investors January 1984 - January 1985
US Army December 1976 - March 1981
Skills
Valuation, Finance, Investments, Portfolio Management, Real Estate Economics, Mortgage Lending, Strategic Planning, Asset Managment, Financial Analysis, Asset Management, Financial Modeling, Due Diligence, Real Estate, Commercial Real Estate, Underwriting
Education
University of Iowa 1981 — 1983
Masters Business Administration, Finance
University of Iowa 1972 — 1976
Bachelors Business Adminstrator, Financial Economics
BMO Financial Group August 2014 - Present
Neuberger Berman September 2008 - August 2014
Fidelity Investments 2005 - 2008
Charles Schwab 2002 - 2005
Principal Financial Group January 2000 - December 2002
Principal Financial Group January 1998 - December 2000
Skills
Series 7, Retirement, Investments, Series 63, Retirement Planning, Sales, Mutual Funds, Pensions, Series 24, Series 65, Alternative Investments, Institutional Sales
Education
University of Iowa
Principal Financial Group September 2013 - Present
YMCA of Greater Kansas City May 2013 - Present
Skills
401(k), 403(b), SEP &..., Annuities (Variable &..., Asset Allocation, Business Continuation..., Buy-Sell Agreements, Buy-Sell Review, Charitable Giving, College Funding..., Deferred Compensation..., Disability Income..., Dental Insurance, Estate Planning, Executive Benefits..., Financial Needs Analysis, Income Protection, Informal Business..., IRAs (Traditional &..., Key Person Insurance, Mutual Funds, Pension Plans, Salary Continuation, Series 6 & 63..., Supplemental Retirement..., Survivor Income, Tax-Deferred Savings, Term Life Insurance, Universal Life Insurance, Wealth Accumulation
Education
University of Iowa 2008 — 2012
Leisure Studies, Therapeutic Recreation
Total Fire and Safety July 2009 - Present
Total Fire and Safety July 2009 - Present
COUNTRY Financial August 2006 - July 2009
IRON Mountain, Inc October 2005 - August 2006
Aon August 2004 - August 2006
JP Morgan Chase Retirement Plan Services June 2002 - August 2004
Principal Financial Group January 2001 - June 2002
Education
University of Iowa 1996 — 2000
University of Iowa - Henry B. Tippie College of Business 1996 — 2000
Economics and Spanish
University of Iowa
B.A. Degree; B.A. Degree, Economics; Spanish
Institute of Spanish Studies
Suffolk University Madrid Campus
Principal Financial Group June 2011 - Present
Maurices August 2009 - May 2011
Target June 2007 - August 2009
Target May 2006 - June 2007
Guest Service September 2005 - April 2006
Skills
Management, Customer Service, Store Management, Loss Prevention, Store Operations, Visual Merchandising, Shrinkage, Merchandising, Retail, Driving Results, Profit, Planograms, Inventory Control, Inventory Management, Retail Sales, Cashiering, Time Management
Education
2005-2010The University of IowaJuly 2010 2005 — 2010
B.A., Interdepartmental Studies; Business Studies
University of Iowa 2005 — 2010
B.A., Business Studies
Decorah High School 2001 — 2004
Diploma, General Studies
Gallagher Graham Hansel Simmons Straight and Hall October 2007 - Present
Principal Financial Group 2004 - 2007
John Deere 2003 - 2004
Mercy Medical Center 1999 - 2002
Skills
Event Planning, Performance Management, Public Speaking, Customer Service, Leadership Development, Social Media, Microsoft Office
Education
University of Iowa 1996 — 1999
BA, Psychology
University of Northern Iowa 1994 — 1996
Johnston High School 1991 — 1994
Principal Financial Group September 1993 - Present
Quaker Oats Company September 1948 - December 1950
Education
University of Iowa 1955 — 1958
Bachelor's degree (BSC), General Commerce, 2.8
University of Iowa 1955 — 1958
Bachelor's of Science (BSC), E-Commerce/Electronic Commerce, 2.8
Berkley Technology Services December 2011 - Present
US Department of Energy Ames Laboratory April 2010 - December 2011
Iowa State University September 2003 - April 2010
Principal Financial Group June 2001 - August 2003
John Hancock Financial Services May 1996 - September 2000
Skills
Web Development, Drupal, Java, Software Project..., Commercial Property and..., Web Project Management, Systems Support, Java software..., Financial Services, PHP Development, Relational Databases, Structured Query..., Application Support, System Administration, Apache, MySQL, Web Services, PHP, Project Management, Business Analysis
Education
University of Iowa
University of Iowa - Henry B. Tippie College of Business
Bachelor of Busines Administration, Marketing
Iowa State University
Bachelor of Science, Management Information Systems
Principal Financial Group August 2011 - Present
Clifton Gunderson LLP February 2011 - April 2011
Skills
Corporate Tax, CPA, Tax Research, GAAP, Hyperion Enterprise, Sarbanes-Oxley Act, Microsoft Excel, International Tax, US GAAP, Financial Reporting, Financial Accounting, SEC filings, Internal Controls, Financial Analysis, Tax, Accounting, Tax Accounting, Income Tax
Education
University of Iowa - Henry B. Tippie College of Business 2010 — 2011
Masters of Accountancy, Accounting
University of Iowa - Henry B. Tippie College of Business 2006 — 2010
BBA, Accounting
University of Iowa
Wells Fargo May 2004 - Present
Principal Financial Group May 1997 - May 2004
Norwest Bank August 1993 - May 1997
Skills
Hunting, Geocaching, BBQing, SDLC, Business Requirements, Requirements Gathering, Visio, Data Security, SSIS, Data Modeling, Application Architecture, SSRS, Database Design, Data Warehousing, Relational Databases, SQL, Business Analysis, ASP.NET
Education
University of Iowa 1988 — 1992
BS, Computer Science
Belle Plaine High School 1985 — 1988
Principal Financial Group November 2003 - Present
Principal Financial Group October 1997 - Present
Principal Financial Group March 2001 - November 2003
Principal Financial Group November 1999 - February 2001
Principal Financial Group May 1998 - October 1999
Principal Financial Group October 1997 - April 1998
BDF Investments December 1995 - July 1997
Dickinson & Co. January 1986 - May 1995
Skills
Recruiting, Time Management, Customer Service, Investments, Teamwork, Mutual Funds, Securities, Leadership, Outlook, Microsoft Office, Microsoft Word, Life Insurance
Education
University of Iowa 1980 — 1985
Bachelor of Science (B.S.)
Ankeny High School
Principal Financial Group January 1993 - Present
The University of Iowa Hospitals and Clinics January 1986 - September 1992
Education
University of Iowa 1981 — 1985
BSN, Nursing
Principal Financial Group 2008 - January 2012
Principal Financial Group 2007 - 2008
Principal Financial Group 1999 - 2007
Skills
Customer Service, Claims, Employee Benefits, Underwriting, Benefits Administration, Wellness Programs, Relationship Development, Change Management, Negotiation, Benefits Plan Design, Team Leadership, Budgeting, Health Insurance, Customer Presentations, Strategic Planning, Issue Resolution
Education
University of Iowa
Bachelor of Arts, Social Work
Principal Financial Group January 1990 - Present
Skills
Actuarial Science, Insurance, Actuaries, Term Life Insurance, General Insurance, Financial Risk, Permanent Life Insurance, Life Insurance
Education
University of Iowa 1986 — 1989
B.S., Actuarial Science
Valley High School 1982 — 1986
Principal Financial Group November 2012 - Present
Carver College of Medicine July 2010 - May 2012
MediaCom August 2008 - April 2009
Best Buy October 2007 - December 2008
Qwest March 2006 - March 2007
QuikTrip June 2002 - July 2005
Skills
Disability Claims, Customer Service, Customer Satisfaction, Sales, Outlook, Data Entry, Inventory Management, Merchandising, File Management, Computer Hardware, Networking, Time Management, Facebook, Microsoft Excel, Microsoft Word, Life Insurance, Disability Insurance
Education
University of Iowa 2009 — 2012
Bachelor of Arts
Wellmark Blue Cross and Blue Shield July 2012 - Present
Principal Financial Group October 2000 - July 2012
Education
University of Iowa 1994 — 1998
Bachelor of Arts (B.A.)
Principal Financial Group 2012 - Present
Principal Global Investors 2007 - 2012
Education
University of Iowa - Henry B. Tippie College of Business 2008 — 2009
Master of Business Administration (MBA)
University of Iowa 1999 — 2003
BBA, Finance
Madison County June 2011 - Present
Madison County January 2008 - June 2011
Principal Financial Group May 2005 - January 2008
Skills
Residential Real Estate, Property Tax, Problem Solving, Public Relations, GIS, Legal Descriptions, Property Division, Community Outreach, Residential Homes, Leadership, Program Management
Education
University of Iowa 1999 — 2003
Bachelor of Arts (BA), Health and Wellness, General