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 June 2013 - Present
Principal Financial Group June 2012 - June 2013
Principal Financial Group September 2009 - June 2012
Principal Financial Group November 2007 - September 2009
Principal Financial Group May 2006 - November 2007
Skills
Process Improvement, Customer Service, Outlook, Excel, Word, Insurance, Administration, Prioritization
Education
University of Iowa - Henry B. Tippie College of Business 1998 — 2002
Finance
Wells Fargo Advisors March 2012 - Present
McGladrey 2008 - March 2012
Principal Financial Group 2007 - 2008
Skills
Investment Planning, Retirement Planning, Tax-advantaged..., Asset Allocation, Insurance, Holistic Financial..., Investment Strategies, Alternative Investments
Education
University of Iowa - Henry B. Tippie College of Business
Bachelor of Science (B.S.), Finance, Management
Principal Global Investors July 2014 - Present
Shelter Insurance Companies June 2013 - January 2014
Des Moines Golf and Country Club January 2009 - December 2013
Principal Financial Group May 2013 - August 2013
Scheels October 2012 - May 2013
Skills
Finance, Teamwork, Time Management, Customer Service, Microsoft Office, PowerPoint, Microsoft Excel, Leadership, Asset Management, Access, Social Networking, Outlook, Microsoft Word, Financial Analysis, Real Estate, Inventory Management, Customer Satisfaction, Event Planning, Bloomberg Terminal, Public Speaking, Lease Profitability..., Excel Macros, Cash Flow Analysis, Argus Modeling
Education
University of Iowa - Henry B. Tippie College of Business 2012 — 2014
Bachelor of Business Administration (BBA), Finance
LCS March 2014 - Present
LCS July 2013 - Present
Genesis Insights January 2011 - July 2013
Trilix Research May 2010 - March 2011
Genesis Marketing and Research, Inc. February 2001 - June 2010
Genesis Marketing and Research, Inc February 2001 - May 2010
Meredith 1999 - 2000
CMF&Z 1997 - 1999
Principal Financial Group 1993 - 1995
Gazette Communications 1990 - 1992
Skills
Segmentation, Focus Groups, Direct Marketing, SPSS, Analysis, SAS, Marketing Research, Market Research, Customer Insight, Marketing Strategy, Quantitative Research, Qualitative Research, Analytics, Market Analysis, Competitive Intelligence, Marketing Communications, Marketing, Data Analysis, Advertising, Ethnography
Education
University of Iowa - Henry B. Tippie College of Business 1997 — 2001
MBA, Business
American Marketing Association
MBA
University of Northern Iowa 1985 — 1989
Marketing, Marketing and Research
University of Northern Iowa
BA, Marketing/Research emphasis
Principal Financial Group October 2010 - Present
Principal Financial Group September 2008 - October 2010
Principal Financial Group July 2005 - August 2008
Skills
Marketing, Marketing Strategy, Financial Services, Social Media, Series 7, Series 66, Series 26, FINRA, Uniform Combined State...
Education
University of Iowa - Henry B. Tippie College of Business
Marketing, Entrepreneurship
The Noble Group, An Independent Firm July 2009 - Present
Principal Financial Group March 2000 - June 2009
Principal Financial Group November 1997 - March 2000
Principal Financial Group April 1996 - November 1997
Principal Financial Group November 1995 - April 1996
Principal Financial Group April 1994 - November 1995
Mercantile Bank September 1993 - April 1994
Century Companies of America May 1993 - August 1993
National Bank of Waterloo May 1992 - August 1992
Skills
Employee Benefits, 401k, Retirement, Series 7, Defined Benefit, Employee education, 403b, IRAs, Defined Contribution..., Defined Benefit Plans, Non Qualified Deferred...
Education
University of Iowa - Henry B. Tippie College of Business 1989 — 1993
Business Administration, Business Administration
Principal Financial Group June 1980 - Present
Skills
Risk Management, Wealth Management, Estate Planning, Financial Risk, Income Protection, Reinsurance, Life Insurance, Underwriting, Training, Project Delivery
Education
University of Iowa - Henry B. Tippie College of Business 1976 — 1980
Bachelor of Business Administration (BBA), Marketing/Marketing Management, General
Davenport West High School 1973 — 1976
Grinnell Mutual Reinsurance Company February 2014 - Present
Principal Financial Group November 2010 - Present
Principal Financial Group November 2010 - February 2014
Education
University of Iowa - Henry B. Tippie College of Business 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance, General
Principal Financial Group June 2015 - Present
Wells Fargo October 2014 - Present
Businessolver December 2013 - October 2014
Principal Financial Group August 2013 - December 2013
Principal Financial Group August 2012 - August 2013
Principal Global Investors August 2011 - August 2012
Pella Corporation March 2011 - August 2011
Pella Corporation July 2009 - March 2011
Pella Corporation April 2009 - July 2009
Pella Corporation May 2008 - April 2009
Skills
Marketing Strategy, Marketing, Customer Service, Account Management, Microsoft Office, Strategic Planning, Marketing Communications, Cross-functional Team..., Forecasting, Project Management, Event Planning, Microsoft Excel, Advertising, Sales, PowerPoint, Process Improvement, Sales Management, Social Media, Outlook, Team Building, Social Media Marketing, Strategy, Product Marketing
Education
University of Iowa - Henry B. Tippie College of Business 2011 — 2014
MBA, Business Marketing and Management
Wartburg College 2004 — 2008
Bachelor of Arts, Communications (emphasis in Public Relations)
The University of Iowa August 2015 - Present
American Airlines June 2015 - August 2015
The University of Iowa August 2014 - May 2015
Principal Financial Group May 2014 - August 2014
Principal Financial Group June 2012 - May 2014
The University of Iowa Health Care January 2010 - May 2012
Aviva USA June 2010 - August 2010
Skills
Organizational..., Internal Controls, Microsoft Excel, Finance, General Ledger, Financial Analysis, Financial Reporting, PowerPoint, Microsoft Office, SQL, Time Management, Microsoft Word, Customer Service, Accounting, Public Speaking, Teamwork, Outlook, Access, Project Management, Business Strategy
Education
University of Iowa - Henry B. Tippie College of Business 2014 — 2016
Master of Business Administration (M.B.A.), Corporate Finance
University of Iowa - Henry B. Tippie College of Business 2008 — 2012
BBA, Accounting and Finance
Webb City High School
Principal Financial Group January 2013 - Present
Aviva USA May 2012 - January 2013
Aviva USA June 2011 - May 2012
Brokers Clearing House May 2008 - May 2011
Highland Capital Brokerage August 2007 - May 2008
Skills
Life Insurance, Term Life Insurance, Insurance, Estate Planning, Retirement Planning, Employee Benefits, Brokers, Fixed Annuities, General Insurance, Marketing, Relationship Management, Sales, Series 63, Underwriting, Securities, Universal Life, Variable Annuities, Whole Life, Retirement, Financial Services, Financial Advisory, Investment Advisory, 401k, Asset Allocation, Mutual Funds, Pensions, Financial Planners, Financial Planning, Long Term Care Insurance, Health Insurance, Wealth Management, Property & Casualty..., Asset Management, IRAs, Critical Illness
Education
University of Iowa - Henry B. Tippie College of Business 2002 — 2006
BBA Marketing, Marketing
Waukee High School 1998 — 2001
Principal Financial Group May 2014 - Present
Principal Financial Group September 2013 - May 2014
Principal Financial Group August 2011 - September 2013
Kingland Systems November 2010 - August 2011
Northwestern Mutual April 2007 - September 2007
Skills
Business Analysis, Process Improvement, Testing, Risk Management, SDLC, Requirements Analysis, Requirements Management, SharePoint, Business Requirements, Functional Requirements, Test Planning, Test Management, Test Cases, Strategic Planning, System Requirements, Training, Insurance, Visio, Access, Agile Methodologies, User Experience, Prototype, Project Planning, Scaled Agile, User Experience Design
Education
University of Iowa - Henry B. Tippie College of Business 2013 — 2016
Master of Business Administration (M.B.A.)
Iowa State University - Gerdin College of Business 2006 — 2010
Bachelor, Finance and Management Information Systems
Nevada High School
Principal Financial Group October 2012 - Present
Aviva Investors November 2009 - October 2012
Principal Global Investors September 2007 - November 2009
Principal Financial Group January 2006 - September 2007
University of Northern Iowa May 2004 - December 2005
Skills
Investments, Finance, Zephyr Style Advisor, Morningstar Direct, Customer Relations, Financial Analysis, Fixed Income, Equities, Financial Services, Data Analysis, Analysis, Microsoft Office, Outlook, Word, Excel, PowerPoint, Compliance, Barclays Point, Adobe Acrobat, Training
Education
University of Iowa - Henry B. Tippie College of Business 2010 — 2013
MBA, Marketing, 3.89
University of Northern Iowa 2002 — 2005
Bachelor of Arts (B.A.), Finance, General, 3.33
Principal Financial Group December 2014 - Present
Principal Financial Group 1976 - December 2014
Skills
Strategic Planning, Relationship Management, Insurance, 401k, Leadership, Customer Service, Financial Services, Retirement, Retirement Planning
Education
University of Iowa - Henry B. Tippie College of Business 1972 — 1976
Bachelor of Business Administration (B.B.A.), Marketing and Communications
University of Iowa
EMBARC inc. June 2014 - August 2014
University of Iowa Young Alumni Board June 2009 - June 2014
Bain & Company September 2012 - July 2013
U.S. Soccer Federation March 2013 - June 2013
Bain & Company September 2011 - September 2012
Bain & Company January 2010 - August 2011
Fair Finance August 2009 - November 2009
The Australian Charities Fund June 2009 - August 2009
Monitor Group May 2008 - August 2008
Principal Financial Group June 2007 - August 2007
Education
Northwestern University - Kellogg School of Management 2013 — 2015
Master of Business Administration (MBA)
University of Iowa - Henry B. Tippie College of Business 2005 — 2009
BBA, BA, Finance, Economics, Political Science
Principal Financial Group July 2009 - Present
Principal Financial Group January 2004 - June 2009
Franklin Templeton Investments July 2001 - January 2004
Scudder Investments April 1996 - January 2001
Skills
Retirement Planning, Employee Benefits, Retirement Plan..., 401(k), 403 b, Non-Qualified Deferred..., Defined Benefit, Tax-exempt
Education
University of Iowa - Henry B. Tippie College of Business 1991 — 1995
BBA, Finance, General
Principal Financial Group October 2013 - Present
Principal Financial Group November 2012 - October 2013
Principal Financial Group October 2008 - November 2012
Wells Fargo Bank January 2008 - October 2008
Wells Fargo Financial August 2006 - January 2008
Skills
Insurance, Underwriting, Mutual Funds, Disability Insurance, Life Insurance, Fixed Annuities, Series 7, Income Protection, Credit, Variable Annuities, Series 65
Education
University of Iowa - Henry B. Tippie College of Business 2008 — 2011
MBA, Marketing
University of Iowa - Henry B. Tippie College of Business 2002 — 2005
BBA, Marketing & Management
Principal Financial Group April 2013 - Present
Principal Financial Group June 2011 - April 2013
Walmart March 2011 - June 2011
Carl and Earnie's August 2008 - December 2010
Skills
Series 6, 401k, Investments, Customer Service, Marketing, PowerPoint, Microsoft Excel, SPSS, Microsoft Office, Sales, Retirement Planning, Team Leadership, Time Management, Leadership
Education
University of Iowa - Henry B. Tippie College of Business 2009 — 2011
B.B.A., Marketing
Kirkwood Community CollegeIowa CityIowa 2008 — 2009
Associate of Arts, Transfer
The Principal Financial Group November 2013 - Present
Principal Financial Group April 2012 - November 2013
The Principal Financial Group November 2010 - April 2012
Thomas L. Cardella & Associates February 2010 - July 2010
Orr Center for Healthy Aging and Memory Loss May 2009 - August 2009
The Greater Des Moines Convention and Visitors Bureau May 2009 - August 2009
Skills
Defined Contribution, Defined Benefit, Qualified Retirement..., Customer Service, Institutional...
Education
University of Iowa - Henry B. Tippie College of Business 2006 — 2009
Bachelor's Degree, Business Managment and Organization
Principal Funds June 2014 - Present
Principal Financial Group June 2009 - Present
Principal Financial Group June 2002 - June 2011
Principal Financial Group June 1999 - May 2002
Skills
401k, Retirement, Defined Benefit, Retirement Planning, Series 6, Series 63, Retirement Plan..., Pensions, Investments, Mutual Funds, ERISA, Defined Contribution, Employee Benefits
Education
University of Iowa - Henry B. Tippie College of Business 2004 — 2005
MBA
Wartburg College 1995 — 1999
Bachelor of Arts (BA), Marketing/Marketing Management, General
WageWorks May 2015 - Present
Cox Communications November 2012 - February 2014
AAED 2012 - 2013
Allstate Financial September 2011 - September 2012
Moms Gone Nuts February 2010 - May 2011
Prudential Financial December 2001 - January 2010
Principal Financial Group June 1998 - December 2001
Skills
Business networking, Volunteering, Leadership, Direct Sales, Sales, Telecommunications, Team Building, Marketing, Account Management, Small Business, Solution Selling, Sales Management, Finance, Fundraising, Business Networking, Recruiting, Series 63, Asset, Business
Education
Muscatine High School
University of Iowa - Henry B. Tippie College of Business
Bachelor of Business Administration (BBA), Marketing
Des Moines Public Schools July 2014 - Present
Epic July 2013 - January 2014
The University of Iowa August 2012 - May 2013
Principal Financial Group May 2012 - July 2012
University of Iowa January 2009 - May 2012
Iowa Acupuncture Clinic August 2005 - August 2009
Skills
Visual Basic, Word, Excel, Visual Web Developer, Visio, Oracle SQL, SharePoint, Python, Java, Data Analysis, Microsoft Office, Microsoft Word, PowerPoint
Education
Drake University 2015 — 2017
Master of Arts in Teaching, Secondary Education
University of Iowa - Henry B. Tippie College of Business 2008 — 2013
Bachelor of Business Administration (BBA), Management Information Systems, Economics, Mathematics
Wells Fargo February 2013 - Present
Principal Financial Group October 2011 - February 2013
Wells Fargo May 2010 - October 2011
Wells Fargo February 2007 - May 2010
Wells Fargo May 2005 - February 2007
Wells Fargo June 2002 - May 2005
Marsh June 2000 - June 2002
Ernst & Young September 1997 - June 2000
Skills
Forecasting, Financial Analysis, Accounting
Education
University of Iowa - Henry B. Tippie College of Business 2003 — 2006
MBA
University of Northern Iowa 1995 — 1997
BA, Accounting
Waldorf College 1993 — 1995
AA, Business
Athene Annuity & Life Assurance Company October 2013 - Present
Aviva Life and Annuity Company January 2013 - Present
Aviva Life and Annuity Company February 2011 - January 2013
Principal Financial Group August 2008 - February 2011
Principal Financial Group November 2006 - August 2008
Principal Financial Group August 2002 - November 2006
Principal Financial Group November 1999 - August 2002
Liberty Life/Liberty Insurance Services March 1997 - October 1999
ALLIED Life Insurance Company 1990 - 1997
Skills
Employee Benefits, Strategic Planning, Insurance, Project Portfolio..., Process Improvement, Quality Assurance, Microsoft Excel, Financial Services, Business Process..., Business Analysis, Leadership, Business Requirements, Analysis, Vendor Management, SDLC
Education
University of Iowa - Henry B. Tippie College of Business 1980 — 1983
BBA, Finance
Ochs, Inc. July 2013 - Present
Ochs, Inc. November 2010 - Present
Securian Financial Group August 2001 - October 2010
Principal Financial Group April 2000 - July 2001
Principal Financial Group June 1997 - April 2000
Skills
Financial Analysis, Budgets, Sales, Insurance, Microsoft Excel, Account Management, Process Improvement, Risk Management, PowerPoint, New Business Development, Microsoft Word, Strategic Planning, Business Analysis, Team Building, Marketing Communications, Employee Benefits, Underwriting, Management, Life Insurance, Term Life Insurance
Education
University of Iowa - Henry B. Tippie College of Business 1994 — 1997
BBA, Finance
FactSet Research Systems October 2012 - Present
Principal Financial Group May 2011 - September 2012
FactSet Research Systems June 2007 - May 2011
FactSet Research Systems June 2005 - June 2007
Skills
Wealth Management, Fixed Income, Investments, Equities, Asset Allocation, Software Solution Sales, FactSet, Asset Management, Sales, Relationship Management, Mutual Funds, Morningstar Direct, Ned Davis Research
Education
University of Iowa - Henry B. Tippie College of Business 2001 — 2005
B.B.A., Finance
Principal Financial Group June 1996 - Present
Skills
SDLC, Information Technology, Software Development, IT Leadership, IT Project Leadership, IT Strategy, Software Project..., Requirements Analysis, SharePoint
Education
University of Iowa - Henry B. Tippie College of Business 1998 — 2002
MBA, General Business
University of Iowa - Henry B. Tippie College of Business 1993 — 1996
BBA, Management Information Systems, Computer Science
Principal Financial Group January 1989 - Present
Skills
Enterprise Architecture, Integration, CRM, Enterprise Software, SDLC, Vendor Management, IT Strategy, Disaster Recovery, SharePoint
Education
University of Iowa - Henry B. Tippie College of Business 1999 — 2001
MBA
University of Nebraska-Lincoln 1984 — 1988
BS
United Technologies January 2015 - Present
Kemin Industries January 2014 - January 2015
Principal Financial Group May 2012 - December 2013
NCMIC October 2006 - May 2012
Skills
Benefits, Budgeting, Compensation, Employee Relations, HRIS, Performance Management, Strategic Planning, Training & Development, Payroll, ADP, PeopleSoft, Oracle Fusion Middleware, ADP HRB, Employee Benefits, Deferred Compensation, Policy, Salary, Recruiting, Management, Leadership
Education
Greater Des Moines Leadership Institute 2010 — 2011
University of Iowa - Henry B. Tippie College of Business 2006 — 2008
MBA
University of Wisconsin-Madison - School of Business 1997 — 2001
Bachelors, Management and Human Resources
Synovus 2014 - Present
US Bank 2005 - 2014
SouthTrust Bank 1999 - 2005
ING Investment Management 1994 - 1999
Principal Financial Group 1983 - 1994
Skills
Commercial Lending, Loans, Real Estate, Underwriting, Asset Management, Real Estate Economics, Portfolio Management, Disposition, Real Estate Financing, Commercial Mortgages, Commercial Real Estate, Loan Origination, Mortgage Lending, Real Estate Development, Valuation
Education
University of Iowa - Henry B. Tippie College of Business 1981 — 1982
Master of Business Administration (MBA), Finance, General
University of Iowa - Henry B. Tippie College of Business 1976 — 1980
Bachelor of Business Administration (B.B.A.), Accounting and Insurance
Principal Financial Group July 2014 - Present
Principal Financial Group March 2013 - July 2014
Principal Financial Group June 2011 - March 2013
Nuveen Investments June 2010 - August 2010
Principal Financial Group July 2007 - August 2009
Pigott, Inc. November 2006 - July 2007
Indianapolis Colts May 2005 - August 2005
Skills
Process Improvement, Financial Analysis, Financial Modeling, Investments, Microsoft Excel, Finance, Accounting, Valuation
Education
University of Iowa - Henry B. Tippie College of Business 2009 — 2011
MBA, Investment Management
University of Iowa - Henry B. Tippie College of Business 2003 — 2006
BBA, Finance, Marketing
Beloit College November 2012 - Present
Beloit Bicycle Company September 2014 - Present
Grinnell College March 2008 - October 2012
The University of Iowa Foundation December 2005 - February 2008
Wells Fargo August 2003 - December 2005
Grinnell College September 2001 - August 2003
Principal Financial Group April 2000 - August 2001
University of Iowa Community Credit Union May 1994 - March 2000
Skills
Management, Leadership, Public Speaking, Event Planning, Fundraising, Strategic Planning, Educational Fundraising, Volunteer Management, Nonprofits, Annual Giving, Program Development, Philanthropy, Planned Giving, Alumni Relations, Higher Education, Grant Writing, Stewardship, Grants, Raiser's Edge, Fundraisers, Community Outreach, Non-profit..., Community Development, Board Development, Student Development, Student Affairs, Event Management, Staff Development, Leadership Development, Prospect Research, Higher Education..., Strategic Communications, Newsletters, Career Counseling, Student Engagement, Editing, Admissions, Workshop Facilitation, Research, Public Relations, Campaign Strategies, Media Relations, Academic Advising, Student Leadership, Social Networking, Teaching, Conflict Resolution, Student Recruiting, Job Search Strategies
Education
University of Iowa - Henry B. Tippie College of Business 1989 — 1994
Finance and Economics
Camanche High School 1983 — 1986
Central Bank January 2015 - Present
Children & Family Urban Movement (CFUM) 2015 - 2015
Principal Global Investors March 2012 - December 2014
Principal Financial Group April 2005 - December 2007
Principal Financial Group April 2001 - March 2005
Principal Financial Group February 1998 - March 2001
Principal Financial Group January 1994 - February 1998
Principal Financial Group February 1992 - December 1993
Principal Financial Group April 1990 - January 1992
Principal Financial Group November 1985 - March 1990
Skills
Employee Benefits, Training, Team Building, Performance Management, Leadership, Benefits Administration, Health Insurance, Employee Relations, Human Resources, Personnel Management, Management
Education
University of Iowa - Henry B. Tippie College of Business 1981 — 1985
BBA, Finance
Shelter Insurance Companies August 2013 - Present
Clinton Physical Therapy 2011 - Present
Self Employed 2004 - 2011
Self Employed 1996 - 2004
Principal Financial Group 1993 - 1996
Skills
Leadership, Insurance, Management, Employee Benefits, Contract Negotiation, Finance, Recruiting, Payroll, Human Resources, Sales, Sales Operations, Small Business, Health Insurance, Financial Services, Estate Planning, Retirement, Risk Management, Business, Training, Life Insurance, Term Life Insurance, Fixed Annuities, General Insurance, Property & Casualty..., Commercial Insurance, Disability Insurance, 401k, Liability, Long-term Care
Education
The University of Iowa 1989 — 1993
Bachelor of Business Administration (BBA), Finance, Emphasis in Accounting
University of Iowa - Henry B. Tippie College of Business 1989 — 1993
BBA in Finance, Accounting and Finance
Principal Financial Group May 2014 - Present
Principal Financial Group June 2011 - May 2014
NAI Ruhl & Ruhl Commercial Company November 2009 - February 2010
Terrus Real Estate Group May 2008 - November 2009
Principal Global Investors January 2007 - August 2007
Skills
Underwriting, Real Estate, Argus Modeling, Microsoft Excel, Account Management, Asset Management, Brokerage, Budgets, Business Development, Commercial Real Estate, Investments, Property Management, Contract Negotiation, Corporate Real Estate, Customer Service, Disposition, Due Diligence, Financial Analysis, Financial Modeling, Investment Properties, Leadership, Leases, Management, Marketing, Negotiation, Portfolio Management, Property, Real Estate Development, Real Estate Economics, Real Estate Financing, Real Estate Transactions, Sales, Valuation
Education
University of Iowa - Henry B. Tippie College of Business 2004 — 2008
BBA Finance, Finance
Schneider Electric June 2014 - Present
Ecolab August 2013 - June 2014
Kellogg Company May 2013 - July 2013
Principal Financial Group May 2012 - December 2012
Boswell for Congress September 2011 - January 2012
The University of Iowa January 2011 - October 2011
Skills
Microsoft Excel, Financial Analysis, Microsoft Office, PowerPoint, Access, Microsoft Word, Customer Service, Time Management, Outlook, Argus Modeling, MRI Software, Equity Research, Fundamental Analysis, Asset Management, Financial Modeling, Budgets, SAP BI, SAP, Hyperion EPM, Hyperion HFM
Education
University of Iowa - Henry B. Tippie College of Business 2010 — 2013
Bachelor of Business Administration (BBA), Finance and Economics
The University of Iowa 2008 — 2013
B.B.A., Finance & Economics
Buffalo Grove High School 2004 — 2008
Principal Financial Group January 2008 - March 2010
Principal Financial Group October 2006 - January 2008
Hewitt Associates August 2005 - October 2006
Bureau of Economic Analysis July 2003 - August 2005
Skills
Analysis, Data Analysis
Education
University of Iowa - Henry B. Tippie College of Business
BBA, Economics, Finance
Davis Life Brokerage Director of Life MarketingRDA Financial Network, Inc.2008 - 2015
RDA Financial Network, Inc. 2008 - 2015
Principal Financial Group 1999 - 2004
Brokers Clearing House 1999 - 1999
Skills
Disability Insurance, Life Insurance, Retirement Planning, Fixed Annuities, Underwriting, Brokers, Financial Planners, Insurance, Insurance Brokerage, Health Insurance, Sales, Retirement, Marketing, Social Media Marketing, Series 7, Coaching, Long-term Care, Term Life Insurance, 401k, Series 6, IRAs
Education
University of Iowa - Henry B. Tippie College of Business 1998 — 2000
MBA, Business
Norhtern State
BrownWinick April 2009 - Present
Principal Financial Group May 2008 - December 2008
Polsinelli Shughart PC August 1999 - April 2008
Skills
Corporate Law, Tax Law, Tax Credits, Corporate Tax, Tax, Litigation, Due Diligence, Legal Research, Mergers & Acquisitions, Legal Writing, Courts, Appeals, Strategic Leadership, Financial Analysis
Education
University of Iowa - Henry B. Tippie College of Business 1996 — 1999
MBA
University of Iowa College of Law 1995 — 1999
JD
University of Northern Iowa 1988 — 1993
BA, Accounting
Cedar Falls High School 1985 — 1988
High School
Cerner Corporation August 2010 - Present
Cerner Corporation August 2008 - August 2010
Principal Financial Group May 2007 - August 2007
University of Iowa Marketing and Design Department December 2005 - May 2007
Skills
Healthcare Information..., Cerner, EHR, CPOE, Software Implementation, FirstNet, Documentations, Cerner CCL, EMR, HIPAA, CareNet, Revenue Cycle, Healthcare
Education
University of Iowa - Henry B. Tippie College of Business 2003 — 2008
B.B.A Management and Organizations, B.A. Studio Art and Graphic Design, Business Administration, Management and Operations
Principal Financial Group July 2007 - Present
Principal Financial Group March 2005 - July 2007
Skills
401k, Retirement, Retirement Planning, Employee Benefits, Defined Benefit, Mutual Funds, Disability Insurance, ERISA, Fixed Annuities, Pensions
Education
University of Iowa - Henry B. Tippie College of Business 1998 — 2003
Toftech Consulting, Inc. January 2012 - Present
GuideOne Insurance December 2014 - Present
Berkley Technology Services June 2012 - December 2014
Meredith Corporation January 2012 - December 2012
Principal Financial Group March 2007 - January 2012
SSC Corporation / Flooring Gallery February 2004 - March 2007
SSC Corporation / Flooring Gallery May 2002 - February 2004
Principal Financial Group May 1998 - May 2002
Skills
Java, jQuery, jQuery UI, RESTful WebServices, JSF, Struts, JPA, J2EE Application..., JavaScript, Web Services, Software Development, Integration, Visual Basic, Agile Project Management, DB2, JSP, Websphere, SOA, Web Applications, Microsoft SQL Server, SDLC, Enterprise Architecture, Agile Methodologies
Education
University of Iowa - Henry B. Tippie College of Business 1995 — 1998
BBA, MIS
Principal Financial Group October 2009 - Present
Principal Financial Group November 2004 - March 2010
Principal Financial Group July 2003 - November 2004
Principal Financial Group February 2001 - July 2003
Principal Financial Group 1998 - 2000
Skills
Process Improvement, Insurance, Risk Management, Business Analysis, Strategic Planning, Analysis, Leadership, Change Management, Vendor Management, Business Process..., Strategy, Management
Education
University of Iowa - Henry B. Tippie College of Business 1999 — 2002
MBA
University of Iowa - Henry B. Tippie College of Business 1988 — 1992
BBA, Finance
Perry High School
Principal Financial Group February 2005 - Present
Skills
401k, Mutual Funds, Retirement Planning, Retirement, Fixed Annuities
Education
University of Iowa - Henry B. Tippie College of Business 1999 — 2002
Masters, Business of Administration
Athene USA March 2008 - Present
Principal Financial Group, Inc. 2006 - 2008
Principal Financial Group 2003 - 2006
Accenture May 1998 - October 2003
Skills
Process Improvement, Procurement, Negotiation, Vendor Management, Business Analysis, Program Management, SDLC, SharePoint, Risk Management, Contract Negotiation, Project Management, Business Process..., Outsourcing, Visio, Insurance, Change Management, Contract Management, Project Portfolio..., Strategic Planning, Resource Management, Business Process, Contractual Agreements, Requirements Gathering, Cross-functional Team...
Education
University of Iowa - Henry B. Tippie College of Business 1995 — 1999
BBA, Management Information Systems
ITA Group, Inc. May 2013 - Present
ITAGroup November 2010 - May 2013
Principal Financial Group May 2007 - November 2010
Wells Fargo Financial March 2006 - May 2007
Wells Fargo September 2004 - March 2006
Wells Fargo Financial January 2002 - September 2004
Skills
Business Analysis, Process Improvement, SDLC, Requirements Gathering, Visio, Business Requirements, Vendor Management, Requirements Analysis, SharePoint, Project Management, Software Documentation, Team Leadership, Business Intelligence, Program Management, Agile Methodologies, Leadership, Business Process..., Analytics, Spreadsheets
Education
University of Iowa - Henry B. Tippie College of Business 2006 — 2010
Masters, Business Administration
University of Northern Iowa 1997 — 2001
Bachelor of Arts (BA), Political Science and Government
Dowling High School 1993 — 1997
Principal Financial Group March 2000 - Present
Chase Manhattan Corporation 1998 - 2000
Skills
Performance Management, Coaching, Investments, 401k, Succession Planning, Strategic Planning, Retirement, Employee Benefits, Change Management, Mutual Funds, Process Improvement, Leadership Development, Business Analysis, Insurance, Program Management, Retirement Planning
Education
University of Iowa - Henry B. Tippie College of Business 1990 — 1993
Bachelor of Business Administration (B.B.A.)
Ankeny High School 1986 — 1990
Diploma
Principal Financial Group May 1995 - Present
Education
University of Iowa - Henry B. Tippie College of Business 2006 — 2010
MBA, Business Management
University of Northern Iowa 1990 — 1992
Principal Financial Group June 2006 - Present
Education
University of Iowa - Henry B. Tippie College of Business 1987 — 1990
Principal Financial Group January 1982 - Present
Principal Life Insurance Company January 1998 - February 2002
Skills
Insurance, Underwriting, Negotiation, Disability Insurance, Term Life Insurance, Employee Benefits, Life Insurance, Brokers, Health Insurance, Claim, Claims Management, Reinsurance, Property & Casualty...
Education
University of Iowa - Henry B. Tippie College of Business 1977 — 1981
Huffey Properties April 2001 - Present
Principal Financial Group December 2002 - December 2008
Education
University of Iowa - Henry B. Tippie College of Business 2004 — 2008
MBA, Finance
University of Northern Iowa 1998 — 2002
Bachelors, Finance and Real Estate
Principal Financial Group HR Research ConsultantPrincipal Financial Group2003 - Present
Principal Financial Group 2003 - 2008
Education
University of Iowa - Henry B. Tippie College of Business
Principal Financial Group August 1995 - Present
Skills
Business Analysis, Business Requirements, SDLC, Group Insurance, Project Coordination, Requirements Analysis, Insurance, Requirements Gathering, Business Process, SQL, Resource Management, DB2, Agile Methodologies
Education
University of Iowa - Henry B. Tippie College of Business 2012 — 2015
Master of Business Administration (MBA)
University of Northern Iowa 1987 — 1991
Principal Financial Group January 2011 - Present
Principal Global Investors October 2006 - December 2010
Principal Global Investors August 2004 - October 2006
Principal Financial Group October 2000 - August 2004
Skills
Investments, Mutual Funds, Series 7, Retirement, FINRA, Asset Allocation, Series 63, Asset Management, Alternative Investments, 401k, Portfolio Management
Education
University of Iowa - Henry B. Tippie College of Business 2003 — 2005
M.B.A, Business Administration
University of Northern Iowa 1994 — 1996
B.A, Marketing
Cargill July 2014 - Present
SUPERVALU - IT Supply Chain Services September 2002 - September 2010
Principal Financial Group September 2000 - September 2002
Seabury and Smith - Marsh and McLennon May 1998 - May 1999
Skills
SAP - Sales and..., SAP, Mainframe, Data Conversion, DB2, COBOL, Business Analysis, VSAM, IBM iSeries, Project Management, JCL, SharePoint, CICS, Web Applications, Integration, Visio
Education
University of Iowa - Henry B. Tippie College of Business 1996 — 2000
University of Iowa - Henry B. Tippie College of Business, Management Information Systems
Accountable Health Solutions July 2013 - Present
Principal Financial Group October 2007 - June 2013
Wells Fargo Bank July 2006 - October 2007
Farm Bureau Financial Services August 2004 - May 2006
John Deere December 2002 - May 2004
Skills
IT Strategy, Project Portfolio..., Business Analysis, SDLC, Program Management, Project Management, Agile Project Management, Project Finance, Capitalization, Benefit Cost Analysis, Risk Management, Certified Scrum Master..., Business Process Mapping, Business Strategy
Education
University of Iowa - Henry B. Tippie College of Business 2007 — 2014
Master of Business Administration (M.B.A.), Management Sciences Concentration
University of Northern Iowa 1999 — 2004
Management, Business Administration, Management and Operations
Principal Financial Group May 2013 - Present
Eagle Creek Software Services September 2010 - May 2013
Wells Fargo Home Mortgage August 2009 - August 2010
Technology Association of Iowa July 2009 - November 2009
Wells Fargo May 2007 - August 2007
Skills
Business Analysis, CRM, Databases, HTML, JavaScript, Microsoft Excel, Microsoft SQL Server, Process Improvement, Project Management, SDLC, SQL, SharePoint, Siebel
Education
University of Iowa - Henry B. Tippie College of Business 2005 — 2009
BBA, Management Information Systems
Valley High School 2001 — 2005
Principal Financial Group March 2004 - Present
CIGNA December 1991 - July 2003
Skills
401k, Retirement, Retirement Planning, Series 7, Mutual Funds, Defined Benefit, Series 63, Series 6, Retirement Plan..., Pensions, Investments, Employee Benefits, Asset Allocation, ERISA, Fixed Annuities, Financial Services
Education
University of Iowa - Henry B. Tippie College of Business 2004 — 2008
BBA, Business, Marketing
Principal Financial Group March 2015 - Present
Fifth Third Bank January 2014 - March 2015
Fifth Third Bank, ESOP Finance Group February 2008 - December 2013
Fifth Third Bank July 2006 - January 2008
Industry & Investment NSW (Sydney, Australia) January 2006 - June 2006
Exploratory Committee for Norman Siegel May 2005 - August 2005
Skills
Business Valuation, Corporate Finance, Valuation, Investments, 401k, Financial Modeling, Financial Analysis, Investment Banking, Mergers & Acquisitions, Commercial Lending, Equities, Capital Markets, Securities, Private Equity, Finance, Financial Advisory, Management
Education
University of Iowa - Henry B. Tippie College of Business 2001 — 2006
BBA Finance, BBA Marketing, Entrepreneurial Certificate
The American University of Rome 2005 — 2005
International Finance
ReadyCap Commercial, LLC February 2014 - Present
Hudson Advisors, LLC October 2013 - February 2014
Beal Service Corporation December 2008 - September 2013
Principal Financial Group September 2007 - September 2008
Timarron Capital/NRF Capital October 2004 - August 2007
Washington Mutual May 2003 - September 2004
Principal Financial Group February 1986 - April 2003
Skills
Structured Finance, Real Estate Economics, Mergers, Due Diligence, Financial Structuring, Portfolio Management, Commercial Real Estate, Credit, Loan Servicing, Banking, Mergers & Acquisitions, Financial Analysis, Financial Risk, Analysis, Commercial Lending
Education
University of Iowa - Henry B. Tippie College of Business
BA, Finance
Principal Financial Group January 2014 - Present
Principal Financial Group April 2012 - December 2013
Principal Financial Group February 2008 - April 2012
Ameriprise Financial Services, Inc. September 2006 - February 2008
Ameriprise Financial Services, Inc. June 2005 - September 2006
TD Ameritrade 2004 - 2004
Skills
Financial Analysis, Accounting, Insurance, Finance, Financial Reporting, Team Building, Process Improvement, Strategic Financial..., Mutual Funds, Analysis, Investments
Education
University of Iowa - Henry B. Tippie College of Business 2009 — 2012
Master of Business Administration (MBA), Finance
Peru State College 1999 — 2003
Bachelor of Arts, Business Education
Ohnward Bancshares, Inc. August 2014 - Present
Wells Fargo September 2013 - August 2014
Wells Fargo Home Mortgage June 2012 - September 2013
American National Bank April 2009 - March 2012
Wells Fargo Home Mortgage January 2009 - April 2009
First National Bank of Omaha 2008 - 2009
Wells Fargo Home Mortgage 2000 - 2008
Principal Financial Group 1991 - 2000
Inland Steel Company 1988 - 1991
Skills
Business Development, Relationship Management, Recruiting, Customer Satisfaction, Mortgage Lending, Change Management, Customer Retention, Management, Banking, Underwriting, Mortgage Banking, Loan Origination, Sales, Executive Management, Retail Banking, Vendor Management, Training, Credit Risk, Process Improvement, Refinance, Leadership, Portfolio Management, Risk Management, Negotiation, Sales Management, Budgets, Call Centers, Financial Analysis, Employee Engagement, Finance, FHA, Financial Services
Education
University of Iowa - Henry B. Tippie College of Business 1984 — 1988
BBA, Marketing
Greater Des Moines Leadership Institute
Maquoketa community high school
Maquoketa community high school
Maquoketa community high school
Principal Financial Group February 2014 - Present
Principal Financial Group July 2011 - February 2014
Edward Jones May 2008 - July 2011
Skills
Retirement Planning, Retirement, Series 7, IRAs, Life Insurance, Insurance, 401k, Investments, Mutual Funds, Fixed Annuities, Strategic Financial..., Series 66
Education
University of Iowa - Henry B. Tippie College of Business 2012 — 2015
Master of Business Administration (MBA)
University of Iowa - Henry B. Tippie College of Business 1998 — 2002
Bachelor of Business Administration (BBA), Finance
Quest Diagnostics November 2007 - Present
Principal Financial Group 1982 - 2007
Skills
Healthcare, Process Improvement, Leadership, Insurance, Health Insurance, Managed Care, Strategic Planning, Strategy, Medicaid, Medicare, Data Analysis, Health Policy, HIPAA, Employee Benefits, Team Building, Customer Service, Management, Program Management, Vendor Management, Business Analysis, Cross-functional Team..., Sales, Software Documentation, Account Management
Education
University of Iowa - Henry B. Tippie College of Business
BBA, Marketing
Principal Financial Group July 2012 - Present
Principal Financial Group March 2010 - July 2012
Principal Financial Group February 2007 - March 2010
Cardinal Health May 2006 - January 2007
Cardinal Health August 2004 - May 2006
MidAmerica Securities 2002 - 2004
Education
University of Iowa - Henry B. Tippie College of Business 2007 — 2009
MBA, Emphasis in Finance
University of Iowa - Henry B. Tippie College of Business 2000 — 2004
BBA, Finance, Management
Principal Financial Group October 1997 - Present
Skills
401k, 403(b), SEP & Simple IRA's, Deferred Compensation..., Defined Benefit Plans, Executive Benefit...
Education
University of Iowa - Henry B. Tippie College of Business 1988 — 1992
BBA, Finance
Athene USA June 2015 - Present
Principal Financial Group September 2014 - May 2015
Agri-Access June 2011 - September 2014
Principal Financial Group October 2010 - May 2011
Premier Credit Union March 2005 - May 2011
Center on Sustainable Communities August 2009 - May 2010
Principal Financial Group 1999 - 2009
Principal Financial Group 1994 - 1999
Skills
Investments, Financial Analysis, Management, Portfolio Management, Real Estate, Leadership, Asset Management, Commercial Real Estate, Underwriting, Loans, Strategic Sourcing, Procurement
Education
University of Iowa - Henry B. Tippie College of Business
BBA, Finance
Principal Financial Group February 2015 - Present
Principal Financial Group January 2013 - February 2015
Principal Financial Group January 1999 - December 2012
Principal Financial Group August 1994 - December 1999
Deloitte Touche 1986 - 1994
Skills
Portfolio Management, Investment Management, Fixed Income, Investments, Asset Allocation, Risk Management, Alternative Investments, Bloomberg, Asset Management, Securities, Equities, Underwriting, Investment Strategies, Hedge Funds, Bonds, Financial Modeling, Valuation
Education
University of Iowa - Henry B. Tippie College of Business 1981 — 1986
MA, Accountancy
Principal Financial Group December 1997 - Present
McGladrey & Pullen July 1986 - December 1997
Skills
Retirement, Business Valuation, 401k, Pensions, ESOP, Corporate Governance, ERISA, Executive Pay, Defined Benefit, Management Consulting, Mergers & Acquisitions, Retirement Planning, Employee Benefits, Estate Planning, Strategic Financial..., Investments, Securities
Education
University of Iowa College of Law 1983 — 1986
JD
University of Iowa - Henry B. Tippie College of Business 1979 — 1983
BBA, Accounting
AIG 2011 - Present
Grinnell Mutual Re-insurance Group December 2009 - March 2011
Principal Financial Group May 2008 - December 2008
American Family Insurance May 2007 - May 2008
Skills
Competitive Analysis, Insurance, Risk Management, Liability, Underwriting, Financial Analysis, Commercial Lines, Risk, Reinsurance, Workers Compensation, Property & Casualty..., Commercial Insurance, Legal Liability, General Insurance
Education
University of Iowa - Henry B. Tippie College of Business 2005 — 2009
Finance, RMI
Principal Financial Group April 2008 - Present
Pioneer Hibred International Inc March 1994 - May 2008
Skills
Budgets, Change Management, Program Management, Process Improvement, Management, Microsoft Excel, Strategy, SAP, Sales Management, Analysis, Strategic Planning, Finance, Leadership, Six Sigma, Financial Services, Financial Analysis, Business Strategy
Education
University of Iowa - Henry B. Tippie College of Business 1982 — 1986
BBA, Finance
Mary Greeley Medical Center October 2013 - February 2015
Principal Financial Group February 1995 - October 2013
Skills
Financial Reporting, Accounting, Sarbanes-Oxley Act, Financial Planning, General Ledger, Financial Accounting, Account Reconciliation, Internal Controls, Auditing, GAAP, Variance Analysis
Education
University of Iowa - Henry B. Tippie College of Business 1988 — 1992
BBA, Accounting
Principal Financial Group August 2005 - Present
PNC Real Estate Finance January 2004 - August 2005
Education
University of Iowa - Henry B. Tippie College of Business 2006 — 2009
MBA, Finance
University of Northern Iowa 2000 — 2004
Undergrad, Finance, Real Estate
UnityPoint at Home July 2012 - Present
Principal Financial Group April 2010 - July 2012
Principal Financial Group December 2006 - April 2010
Principal Financial Group November 2004 - December 2006
Yellow Book USA October 2003 - November 2004
Skills
Analysis, Strategic Planning, Pricing Strategy, Financial Analysis, Financial Planning, Investments, Team Building, Forecasting, Pricing, Problem Solving, Microsoft Office
Education
University of Iowa - Henry B. Tippie College of Business 2007 — 2010
MBA, Finance
University of Iowa - Henry B. Tippie College of Business 1999 — 2003
BBA, Finance & MIS
Principal Financial Group
Skills
401k, Mutual Funds, Wealth Management, Series 63, Series 7, Investments, Series 6, Asset Allocation, Retirement, Retirement Planning, Defined Benefit, Pensions
Education
University of Iowa - Henry B. Tippie College of Business 1983 — 1987
BBA, Finance
Principal Financial Group March 2012 - Present
Principal Financial Group January 2011 - March 2012
Skills
Financial Reporting, Financial Analysis, Accounting, Finance, Internal Controls, Auditing, Insurance, Financial Accounting, Process Improvement, Investments, Risk Management, PeopleSoft
Education
University of Iowa - Henry B. Tippie College of Business 1987 — 1988
MA, Accounting
University of Iowa - Henry B. Tippie College of Business 1982 — 1986
BBA, Accounting
Principal Financial Group 2000 - Present
Education
University of Iowa - Henry B. Tippie College of Business 1991 — 1995
BBA, Marketing, Finance
Principal Financial Group
Skills
Alternative Investments
Education
University of Iowa - Henry B. Tippie College of Business 2006 — 2009
Master of Business Administration (MBA)
University of Northern Iowa 1997 — 2001
Bachelor of Arts (BA), Finance, General
Citi August 2011 - Present
Principal Global Investors October 2007 - August 2011
Principal Financial Group 2007 - 2011
Principal Global Investors October 2007 - March 2010
American Trust & Savings Bank May 2007 - October 2007
Skills
Fixed Income, Fixed Income Research, Fixed Income Trading, Bloomberg, Derivatives, Bonds, Fixed Income Analysis, Trading
Education
University of Iowa - Henry B. Tippie College of Business 2003 — 2007
Bachelor, Finance
Principal Financial Group June 1989 - Present
Education
University of Iowa - Henry B. Tippie College of Business 1973 — 1975
BA
Principal Financial Group July 2007 - August 2013
The University of Iowa, Dance Marathon October 2006 - February 2007
The University of Iowa, College of Nursing September 2006 - November 2006
Skills
SSIS, Data Warehousing, Database Design, SQL, PL/SQL, Crystal Reports, SSRS, SSAS, ASP.NET, DTS, VB.NET, Visual C#
Education
University of Iowa - Henry B. Tippie College of Business 2003 — 2007
Bachelor of Business Administration (B.B.A.), Management Information Systems
Principal Financial Group August 2012 - Present
Stifel Financial Corp. May 2011 - August 2011
Skills
Series 6
Education
University of Iowa - Henry B. Tippie College of Business 2008 — 2012
Finance
Principal Financial Group January 2005 - Present
Principal Financial Group July 2002 - December 2004
Principal Financial Group June 1999 - June 2002
Principal Financial Group January 1996 - May 1999
Principal Financial Group November 1990 - December 1995
Skills
Enterprise Architecture, Business Architecture, Business Analysis, Project Management, Volunteer Management, SDLC
Education
University of Iowa - Henry B. Tippie College of Business 2003 — 2006
Masters, Business Administration and Management, General
Universidad Tecnologica de Panama