Principal Financial Group

Industry: Financial investment management company

Description

The Principal Financial Group is a global financial investment management and insurance company headquartered in Des Moines, Iowa. Headquarters: Des Moines, Iowa, United States CEO: Daniel Joseph Houston (18 Aug 2015–) Assets under management: 692.4 billion USD (2017) Subsidiaries: Principal Securities, Inc.,

Principal Financial Group List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Principal Financial Group. You can filter them based on skills, years of employment, job, education, department, and prior employment.

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8,325 Principal Financial Group employees in database. Find out everything there's to know about Principal Financial Group employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

Principal Financial Group Employees

Employee
Years
Job
Industry
Luke Paskert Luke Paskert Ankeny, Iowa Details
Luke Paskert's Principal Financial Group Experience May 2014 - Present
Job Senior IT Leader Analyst at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group   May 2014 - Present
Principal Financial Group   January 2004 - May 2014

Skills
Web Development, Java, Java Enterprise Edition, JavaScript, CSS, AJAX, Web Applications, Web Services, SharePoint, SharePoint Designer, SharePoint Services 3.0, JCL, COBOL, SQL DB2, XSLT, SQL, XML, Websphere, Agile Methodologies, JSF, Software Development, CICS, Spring, Software Design, JSP, JUnit, Scrum, DB2, Maven

Education
Buena Vista University   2000 — 2003
Bachelor of Arts (B.A.), Business Administration, Management and Operations

Western Iowa Tech Community College   1999 — 2000
Associate of Science (AS), Telecommunications Technology/Technician

Barry Nugent Barry Nugent Miami/Fort Lauderdale Area Details
Barry Nugent's Principal Financial Group Experience June 2013 - October 2014
Job Account Director
Industry Information Technology and Services
Experience
mindSHIFT Technologies (a Ricoh Company)   October 2014 - Present
Principal Financial Group   June 2013 - October 2014
Avaya  September 2010 - May 2012
Nortel  September 2000 - March 2009
IKON Technology Services  January 2000 - August 2000
Fujitsu Caribbean   January 1995 - December 1999
CCS Jamaica Limited   July 1993 - December 1994
STMicroelectronics  May 1991 - June 1993

Skills
Telecommunications, Managed Services, VoIP, Channel Partners, Unified Communications, Sales Management, Professional Services, Sales Operations, Sales Channel..., Product Management, Cloud Computing, Lead Generation, Selling, Leadership, Networking, P&L Management, Negotiation, SaaS, Strategic Partnerships, Sales

Education
The University of Dallas   1990 — 1992
MBA, Telecommunications Management

California State Polytechnic University-Pomona   1980 — 1983
B.S., Electronic Engineering

University of New Orleans
Sales & Marketing Management

University of Technology, Jamaica

Arik Ostler Arik Ostler Clive, Iowa Details
Arik Ostler's Principal Financial Group Experience June 2015 - Present
Job IT Application Analyst I at Principal Financial Group
Industry Computer Software
Experience
Principal Financial Group   June 2015 - Present
Principal Financial Group   May 2014 - June 2015
2fix Buena Vista University   November 2011 - August 2014

Skills
Networking, Laptops, Robotics, Software, Printers, Computers, Windows, Ubuntu, Research, Java, Teamwork, Help Desk Support, HTML

Education
Buena Vista University   2011 — 2015
Bachelor's Degree, Computer Science

Shelby Gallagher Shelby Gallagher Mason City, Iowa Details
Shelby Gallagher's Principal Financial Group Experience March 2014 - Present
Job Investment & Product Solutions Specialist at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group   March 2014 - Present
Principal Financial Group   March 2010 - Present
Principal Financial Group   December 2006 - March 2010
Principal Financial Group   February 2006 - December 2006
Principal Financial Group   November 2004 - February 2006

Skills
Strategic Financial..., Series 6, Insurance, Fixed Annuities, IRAs, Asset Allocation, Life Insurance, Pensions, Defined Benefit, Account Management, Risk Management, Budgets, Financial Advisory, Securities, Underwriting, Relationship Management, Financial Services, Banking, Consumer Lending, Financial Modeling, Investment Advisory, Budget, Leadership, Analysis, Financial Planning, Investments, Retirement, Microsoft Office, Management, Sales, Retirement Planning

Education
Buena Vista University   2002 — 2004
Bachelors Degree, Finance

North Iowa Area Community College   2000 — 2002
Associate Degree, General

Mason City High School   1996 — 2000

Lizbeth McCall Lizbeth McCall Des Moines, Iowa Area Details
Lizbeth McCall's Principal Financial Group Experience February 2014 - Present
Job Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group   February 2014 - Present
ING Financial Partners  October 2012 - February 2014
TD Ameritrade  November 2009 - July 2012
First National Bank  March 2006 - May 2009

Skills
Customer Relations, Banking, Retail, Strategy Development, Investment Strategies, Trading Strategies, Investment Products, Series 7, Series 63, FINRA, Financial Services, Securities, Equities, Problem Solving, People-oriented, Call Center, Mutual Funds, Insurance, Finance, Microsoft Excel, Financial Analysis, Due Diligence, Uniform Combined State..., Fixed Income, Trading, IRAs, Fixed Annuities, Asset Allocation, Call Centers, Investments, Leadership, Retirement Planning

Education
Buena Vista University
Bachelor of Arts Distributive Degree, Emphasis English/Finance

Northwest Missouri State University   1990 — 1993
English/Language Arts Teacher Education

Jennifer Arya Jennifer Arya Sacramento, California Area Details
Jennifer Arya's Principal Financial Group Experience March 2014 - April 2015
Job Senior Peoplesoft Consultant
Industry Information Technology and Services
Experience
Arya Consulting   April 2015 - Present
Principal Financial Group   March 2014 - April 2015
Rimini Street  September 2012 - December 2013
Rimini Street  November 2011 - September 2012
SureWest Communications  May 2004 - November 2011
Robert Half Technology  2002 - 2004
BEA Systems  2001 - 2002
PeopleSoft, Inc.   1998 - 2001

Skills
PeopleSoft, PeopleCode, PeopleTools, ERP Software, Production Support, Information Technology, SQL, COBOL, SQR, HR Software, Software Engineering, Business Analysis, Integration, Requirements Analysis, ERP, Business Intelligence, Visio, Business Process, Software Project...

Education
California Polytechnic State University-San Luis Obispo   1994 — 1998
Bachelor of Science (B.S.), Business Administration/Management Information Systems, Cum Laude

Shawna Speake - Field to Facility Specialist Shawna Speake - Field to Facility Specialist Fresno, California Details
Shawna Speake - Field to Facility Specialist's Principal Financial Group Experience 1998 - 2001
Job Field to Facility Employee Timekeeping, PSL, Affordable Care Act, 1094/1095C, Cost Centers, Time Clocks and Mobile Apps
Industry Computer Software
Experience
Reliable Business Technology   2013 - Present
Valley Business Bank  2006 - 2013
Union Bank  2003 - 2006
KVPT   2001 - 2003
Principal Financial Group   1998 - 2001
Paper Fantasy   1984 - 1994

Skills
Sales, Business Development, Customer Service, Strategic Planning, Management, Entrepreneurship, Small Business, Public Speaking, Leadership, Analysis, Marketing, Business Networking, Microsoft Office, Strategic Consulting, New Business Development, Social Networking, Sales Management, Coaching, Event Management, Employee Benefits, Human Resources, Writing, Customer Satisfaction, FMLA, Process Consulting, Time & Attendance, Attendance on Demand..., Time Clocks, Affordable Care Act, Labor Management, Attendance Enterprise..., BYOD, CA Paid Sick Leave, Account Management

Education
Agricultural Personnel Management Association   2015 — 2016
Human Resources Professional in Agriculture, HRPA

California State University, Fresno   1982 — 1998
Bachelor's Degree, Business Administration - Finance

APMA

Margot (Slauson) Karlin Margot (Slauson) Karlin Fresno, California Area Details
Margot (Slauson) Karlin's Principal Financial Group Experience 2001 - Present
Job Marketing Director at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group   2001 - Present
Ameriprise Financial  1999 - 2000
Wichita Eagle  1997 - 1999
Karlin Photography   1992 - 1997
National Association of Realtors  1988 - 1992
Career Concepts USA   1984 - 1988

Skills
Marketing Strategy, Social Media, Marketing Management, Marketing, Event Planning, CRM software, Branding & Identity, Relationship Marketing, CRM, Advertising, Email Marketing, Marketing Communications, Project Management, Leadership

Education
The American College   2011 — 2014
CLF Designation, Organizational Leadership

California State University-Fresno   2002 — 2004
MBA, Marketing Management

University of Chicago   1978 — 1982
BA, Economics

Kristin Percival Kristin Percival West Des Moines, Iowa Details
Kristin Percival's Principal Financial Group Experience October 2008 - July 2009
Job Senior HR Specialist at Sammons Financial Group Member Companies
Industry Insurance
Experience
Sammons Financial Group Member Companies  March 2013 - Present
Sammons Financial Group Member Companies  March 2010 - March 2013
Nationwide Insurance  October 2009 - March 2010
Central Iowa Society of Human Resource Management (CISHRM)   January 2007 - August 2009
Principal Financial Group   October 2008 - July 2009
Principal Financial Group   July 2006 - October 2008
Principal Financial Group   January 2006 - July 2006
Principal Financial Group   May 2005 - August 2005
Mark It Advertising   January 2005 - February 2005

Skills
Interviewing, HR Consulting, Full-cycle Recruiting, Sourcing, Social Media, Onboarding, College Recruiting, Employee Relations, Recruitment/Retention, Applicant Tracking..., Talent Acquisition, Building Business..., Competency Assessments, Talent Management, Corporate Recruiting, SDLC, Interviews, Technical Recruiting, Recruiting, Human Resources, Training, Temporary Placement, HRIS, Hiring, New Hire Orientations, PeopleSoft

Education
Buena Vista University   2002 — 2006
Bachelor of Arts, Corporate Communications

Southern Cal High School

Joseph Turner Joseph Turner Brea, California Details
Joseph Turner's Principal Financial Group Experience July 1997 - February 2007
Job President & Chief Executive Officer at Ministry Partners Securities, LLC
Industry Financial Services
Experience
Ministry Partners Securities LLC   November 2013 - Present
Ministry Partners Investment Company, LLC  June 2011 - Present
Strongtower Financial, Inc.   February 2007 - June 2011
Principal Financial Group   July 1997 - February 2007
Prudential Financial  May 1989 - June 1997

Skills
Leadership, Strategic Planning, Team Building, Business Strategy, New Business Development, Sales Management..., Socially Responsible..., Investments, Ministry Investment..., Start-ups, Risk Management, Financial Analysis, Executive Benefit..., Business Planning, Retirement Plan..., Establishing Strategic..., Leveraging Strategic...

Education
California State University, Fresno   1985 — 1990
Business Administration, Financial Services

Drake University
Situational Leadership Training

The American College
Chartered Financial Consultant Courses

University of Pennsylvania - The Wharton School
Advanced Professional Study, Organizational Leadership

Deb Goebel Deb Goebel Sioux Falls, South Dakota Area Details
Deb Goebel's Principal Financial Group Experience 1984 - 1997
Job Client Relationship Manager
Industry Financial Services
Experience
EMPOWER Retirement  May 2006 - Present
Wells Fargo Bank  January 1998 - April 2006
US Bank  2006 - 2006
Principal Financial Group   1984 - 1997

Skills
Retirement, 401k, Series 6, Retirement Planning, Mutual Funds, Pensions, Series 63, Wealth Management, Retirement Plan..., Asset Allocation, Employee Benefits, Investments, Series 7, ERISA, Fixed Annuities, IRAs, Defined Contribution

Education
Buena Vista University   1972 — 1974
Bachelor of Arts (B.A.), Health and Physical Education/Fitness, K-12

Paul Herrick Paul Herrick Fresno, California Area Details
Paul Herrick's Principal Financial Group Experience December 2010 - Present
Job Financial Services Representative at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group   December 2010 - Present
Central Unified School District  2007 - 2010

Skills
Retirement Planning, 401k, Disability Insurance, Variable Annuities, Mutual Funds, IRAs, Life Insurance, Term Life Insurance, Buy-sell Agreements, Qualified Retirement..., Key Person Insurance, Universal Life, Financial Planning, Health Insurance, Leadership, Public Speaking, Strategic Financial...

Education
California State University, Fresno   2001 — 2007
BA, History

Sally Winters Sally Winters Des Moines, Iowa Area Details
Sally Winters's Principal Financial Group Experience November 2012 - Present
Job Marketing Strategist at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group   November 2012 - Present
Principal Financial Group   March 2003 - November 2012

Skills
Marketing Strategy, Strategic Communications, Project Management, Proposal Writing, Writing, Leadership, Microsoft Office, Marketing, Management

Education
Buena Vista University   1997 — 2001
Bachelor's degree, Communication and Media Studies

Kelly Wagner Kelly Wagner Des Moines, Iowa Area Details
Kelly Wagner's Principal Financial Group Experience May 1994 - January 2013
Job Project Management Consultant at UnityPoint Health
Industry Financial Services
Experience
UnityPoint Health  August 2015 - Present
Visiont  January 2014 - Present
UnityPoint Health  January 2014 - December 2014
Wellmark  February 2013 - June 2013
Principal Financial Group   May 1994 - January 2013

Skills
SDLC, Mainframe, Business Analysis, Insurance, COBOL, Visio, SharePoint, Vendor Management, Health Insurance, Business Requirements, Resource Management, Process Improvement, Software Documentation, Project Management, Program Management, PMO, MS Project, Business Process, Requirements Gathering

Education
Buena Vista University   1990 — 1994
BA, Business Management

Indian Hills Community College   1990 — 1994
Associate, Computer Programming

DMACC

David Fee, CFA David Fee, CFA Granger, Iowa Details
David Fee, CFA's Principal Financial Group Experience January 1998 - Present
Job Senior Investment Consultant at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group   January 1998 - Present

Skills
Investments, Asset Allocation, 401k, Retirement, Mutual Funds, Defined Benefit, Pensions, Retirement Planning, Series 7, Series 63, Fixed Annuities, Investment Advisory, Investment Strategies, Series 65

Education
Embry-Riddle Aeronautical University   1991 — 1993
Graduate Level Studies in Aeronautical Science - Management

University of Northern Iowa   1982 — 1986
BA, Education

Buena Vista University   1981 — 1982

Chris Heim Chris Heim Greater Minneapolis-St. Paul Area Details
Chris Heim's Principal Financial Group Experience June 1993 - January 1995
Job CEO at Rimage Corporation
Industry Information Technology and Services
Experience
Rimage Corporation  July 2014 - Present
Rimage Corporation  October 2013 - June 2014
Rimage Corporation  November 2012 - October 2013
Rimage Corporation  May 2007 - November 2012
United Health Group  September 2006 - May 2007
Gearworks  April 2002 - September 2006
Charter Solutions  October 1997 - April 2002
Norstan Consulting  January 1995 - April 1997
Principal Financial Group   June 1993 - January 1995

Education
Drake University   1993 — 1996
MBA, Management, 3.4 GPA

Buena Vista University   1989 — 1993
BA, MIS, 3.9 GPA - Magna Cum Laude

Kuemper High School   1985 — 1989

Ginger Weeks Ginger Weeks Des Moines, Iowa Area Details
Ginger Weeks's Principal Financial Group Experience 1996 - 1998
Job Receptionist/Secretary
Industry Accounting
Experience
Iowa Prestressed Concrete, Inc.   March 2002 - June 2007
Invista Capital Management   1998 - 2001
Principal Financial Group   1996 - 1998
Target  1995 - 1997

Skills
Copy Editing, Proofreading, Multi-line Phone, Inventory Control, Supply, Direct Mail, Problem Solving, Accounts Payable, Customer Service, Customer Satisfaction, Customer Oriented, Event Planning, Events, Corporate Events, Meeting Scheduling, Office Administration, Receptionist Duties

Education
Buena Vista University

Simpson College

Kenneth Galloway Kenneth Galloway Greater Minneapolis-St. Paul Area Details
Kenneth Galloway's Principal Financial Group Experience October 2013 - Present
Job Financial Advisor at Principal Financial Group
Industry Hospitality
Experience
Principal Financial Group   October 2013 - Present
Dellwood Hills Golf Club  July 2003 - November 2012
Wayzata Country Club  October 1997 - August 2003
Edina Country Club  April 1993 - October 1996
Dellwood Hills Golf Club  July 1984 - May 1993

Skills
Leadership, Event Management, Marketing, Management, Food & Beverage, Customer Service, Budgets, Menu Development, Golf, Hospitality, Training, Catering, Hospitality Management, Team Building, Small Business, Recruiting, Fundraising, Human Resources, Hospitality Industry, Entrepreneurship, Strategic Planning, Employee Training, Purchasing, Operations Management, Cash Management, Finance, Quality Control, Risk Management, Customer Satisfaction

Education
California State Polytechnic University-Pomona   1996 — 1996
Club Management, Business Management for Private Clubs

Michigan State University

Georgia State University   1992 — 1992
Club Management, Business Management for Private Clubs

American Culinary Federation

Century College   1974 — 1977
Culinary Arts, Culinary Arts, Hospitality Business

Club Managers Association of America

Shannon Chapman Shannon Chapman Mason City, Iowa Details
Shannon Chapman's Principal Financial Group Experience September 2014 - Present
Job Client Service Associate
Industry Financial Services
Experience
Principal Financial Group   September 2014 - Present
Lowe's Home Improvement  April 2013 - August 2014
JC Penney  May 2011 - April 2013
Big Lots  June 2009 - May 2011
Big Lots  November 2008 - June 2009
Kohls Department Store  July 2003 - November 2008

Skills
Store Management, Loss Prevention, Visual Merchandising, Merchandising, Big Box, Retail, Inventory Control, Inventory Management, Profit, Store Operations, Customer Service, New Store Openings, POS, Coaching, Interviews, Team Building, Customer Satisfaction, Recruiting, Payroll, Sales, Management, Process Scheduler, Shrinkage, Driving Results, Hiring, Leadership, Planograms, Retail Sales, Budget Management, Operations Management

Education
Buena Vista University
Bachelor of Arts, Elementary Education

Victoria Dunlap Victoria Dunlap Chesterfield, Missouri Details
Victoria Dunlap's Principal Financial Group Experience 2003 - Present
Job Account Exec II at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group   2003 - Present

Skills
401(k), 403(b), SEP &..., Deferred Compensation..., Defined Benefit Plans, Executive Benefits..., Series 7 and 66..., Tax Exempt Plans, Fiduciary Reviews, Participant Education

Education
Buena Vista University
Bachelor of Business Administration (BBA)

Tyler Klobassa Tyler Klobassa Des Moines, Iowa Details
Tyler Klobassa's Principal Financial Group Experience June 2014 - Present
Job IT System Analyst at Principal Financial Group
Industry Information Technology and Services
Experience
Principal Financial Group   June 2014 - Present
Buena Vista University  August 2013 - May 2014
Support  January 2009 - January 2014
Principal Financial Group   May 2013 - August 2013
Buena Vista University  January 2013 - July 2013
2Fix Help Desk   August 2011 - January 2012
University of Northern Iowa  August 2010 - December 2010

Skills
HTML, Computer Repair, PHP, OS X, Troubleshooting, Windows, Technical Support, Dreamweaver, Laptops, Operating Systems, Mac OS X, Photoshop, Computer Hardware, Software Installation, Illustrator, InDesign, Drupal, Android, Printers, Microsoft SQL Server, Help Desk Support, Mac OS, Good for Enterprise, AirWatch, Theatre lighting

Education
Buena Vista University   2011 — 2014
Bachelor's Degree, Computer Science Information Technology

Corey Burkhart Corey Burkhart Carmel, Indiana Details
Corey Burkhart's Principal Financial Group Experience July 2012 - January 2013
Job Agency Training Specialist at State Farm Insurance
Industry Financial Services
Experience
State Farm Insurance  January 2013 - Present
Principal Financial Group   July 2012 - January 2013
TIAA-CREF  February 2009 - May 2012
Charles Schwab  July 2004 - February 2009
Charles Schwab Inc  June 2003 - February 2009
Charles Schwab Inc  June 2000 - June 2003

Skills
Series 7, Investment Advisory, Series 63, Wealth Management, Portfolio Management, Asset Allocation, Mutual Funds, ETFs, Investments, Investment Strategies, Strategic Financial..., Asset Managment, Investment Management, Fixed Annuities, Securities

Education
Butler University   1996 — 2000
Bachelor's degree, Finance, General

Butler University   1996 — 2000
B.S, Finance

Tim Harper, LUTCF Tim Harper, LUTCF Hanford, California Details
Tim Harper, LUTCF's Principal Financial Group Experience April 2012 - July 2013
Job Broker/Agent at Ameritas
Industry Financial Services
Experience
Ameritas  September 2013 - Present
Principal Financial Group   April 2012 - July 2013
Automobile Club of Southern California  January 2009 - April 2012
Valley Network Solutions  January 2008 - October 2008
Cybernutz Computerz   January 1995 - January 2008
New York Life Insurance Company  1989 - 1992

Skills
Mutual Funds, Retirement Planning, IRAs, Term Life Insurance, Variable Life Insurance, Universal life Insurance, Retirement Income..., 401(k) Plans, Roth IRA, Traditional IRA's, Group Health Insurance, Individual Health..., Disability Insurance, College Funding, Strategic Financial..., Health Insurance, Retirement, Insurance, Universal Life, Variable Life, Life Insurance, Estate Planning, Investments, Employee Benefits, Financial Services

Education
California State University, Fresno   1981 — 1991
BS, Business Administratiion

Hanford Joint Union High School   1977 — 1981

George Roam George Roam Irvine, California Details
George Roam's Principal Financial Group Experience August 2001 - September 2002
Job Sr. VP, Managing Director, Insurance Services at First Foundation Bank
Industry Insurance
Experience
First Foundation Bank  April 2015 - Present
Colorado Brokerage Group, LLC   July 2013 - December 2014
Colorado Brokerage Group,LLC   February 2006 - July 2013
Colorado Brokerage Group, LLC   March 2005 - February 2006
John Hancock Financial Services  September 2002 - March 2005
Principal Financial Group   August 2001 - September 2002
ING U.S. (Insured Investor Group)   2000 - 2001
Ing Reinsurance  1998 - 2000
ING U.S.--Security Life of Denver   1988 - 1998

Skills
Management, Insurance, Sales, Marketing, Consulting, Marketing Strategy, Branding, Development Of..., Insurance Brokerage, Brokers, Non-Qualified Deferred..., Executive Bonus 162..., Long Term Care Insurance, Strategy, Roth Alternative Plans, Relationship Management, Financial Planning, Advanced Marketing, Cross-functional Team..., Team Mentoring, Strategic Partnerships, Training, Point of Sale Meetings, Life Insurance, Retirement Planning, Fixed Annuities, New Business Development, Retirement, Long-term Care

Education
California Polytechnic State University-San Luis Obispo
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services

College for Financial Planning
Certified Financial Planner

The American College
Chartered Life Underwriter (CLU)

Hillary (Virgil) Williams Hillary (Virgil) Williams San Francisco Bay Area Details
Hillary (Virgil) Williams's Principal Financial Group Experience December 2008 - September 2009
Job at Lincoln Financial Group
Industry Insurance
Experience
Lincoln Financial Group  September 2009 - Present
Principal Financial Group   December 2008 - September 2009
The Standard  September 2007 - December 2008
AssetMark Investment Services  2006 - 2007
AssetMark Investment Services  2006 - 2006
Hemming Morse, Inc.   2005 - 2006

Skills
Disability Insurance, Term Life Insurance, Supplemental Insurance, Insurance Administration, Short Term Disability, Disability, Dental, Salesforce.com, Employee Benefits, Sales Support, Customer Relations, Insurance

Education
California State University-Chico   2000 — 2004
BA, Organizational Communication, Conflict Resolution Minor

Sean Cooley Sean Cooley San Francisco Bay Area Details
Sean Cooley's Principal Financial Group Experience January 2013 - September 2015
Job Regional Manager Stop Loss at Symetra
Industry Insurance
Experience
Symetra  September 2015 - Present
Principal Financial Group   January 2013 - September 2015
Sun Life Financial  March 2010 - January 2013
Sun Life Financial  July 2007 - March 2010
Genworth Financial  May 2001 - June 2007

Skills
Employee Benefits, Insurance, Disability Insurance, Sales, Sales Management, Strategy, Brand Development, Product Development, Health Insurance, Group Insurance, Business Development, Sales Operations, Management, Account Management, Customer Service, Direct Sales, Healthcare Management, Healthcare, Training, Process Improvement, Absence Management /..., Solution Implementation, Follow-through Skills, Project Management, Group Dental..., Stop Loss Underwriting, Finalist Presentations, Team Leadership, Technology Solution..., Group Life Underwriting, Group DI Underwriting, Recruiting, Alliance Management

Education
California Polytechnic State University-San Luis Obispo   1997 — 2001
Bachelors, Business Administration, minor Psychology, Marketing and Sales

Vicki Whelan Vicki Whelan Des Moines, Iowa Area Details
Vicki Whelan's Principal Financial Group Experience September 2007 - Present
Job HR Benefits/Payroll Administration Manager
Industry Financial Services
Experience
Principal Financial Group   September 2007 - Present
Assurant  November 2000 - September 2007
Assurant Inc.  November 2000 - February 2005

Skills
Recruiting, Human Resources, Payroll, Process Improvement, Employee Benefits

Education
University of Phoenix   1995 — 1997
Bachelor's degree, Accounting

Buena Vista University   1991 — 1993
Bachelor's in Accounting

Joseph Rebelo Joseph Rebelo Livermore, California Details
Joseph Rebelo's Principal Financial Group Experience 2002 - 2007
Job OWNER at DIABLO FINANCIAL SERVICES
Industry Insurance
Experience
DIABLO FINANCIAL SERVICES   June 2002 - Present
HERRMANN FINANCIAL SERVICES   2007 - 2010
Principal Financial Group   2002 - 2007

Skills
Licensed Life & Health..., Long Term Care Insurance, Group Insurance

Education
California State University-Chico   1988 — 1994
Bachelor of Arts (BA), Business/Corporate Communications

Richard Rosendahl Richard Rosendahl Des Moines, Iowa Area Details
Richard Rosendahl's Principal Financial Group Experience January 2010 - Present
Job Internal Wholesaler Principal Financial
Industry Insurance
Experience
Principal Financial Group   January 2010 - Present

Education
Buena Vista University

Nick Devlin Nick Devlin San Francisco Bay Area Details
Nick Devlin's Principal Financial Group Experience January 2015 - Present
Job Senior Sales Representative Group Ancillary Benefits at Principal Financial Group
Industry Insurance
Experience
Principal Financial Group   January 2015 - Present
Principal Financial Group   May 2012 - Present
Assurant Employee Benefits  November 2009 - April 2012
Paychex  April 2008 - September 2009
True Wireless  January 2006 - April 2008

Skills
Dental, Contract Negotiation, Fully Insured, Employee Benefits, Disability Insurance, Self-funded, Voluntary, Brokers, Selling, Disabilities, Life Insurance, Term Life Insurance, Account Management, Sales, Group Insurance, Cold Calling, Voluntary Employee..., Sales Presentations, Building Relationships, Relationship Management, Insurance, COBRA, 401k

Education
California State University-East Bay   2000 — 2005
B.S., Business Administration - Marketing Mgmt

George Park Jr George Park Jr Sacramento, California Area Details
George Park Jr's Principal Financial Group Experience October 1992 - October 1999
Job Chairman & CEO, Park Family Insurance
Industry Insurance
Experience
Park Family Insurance   October 1999 - Present
Principal Financial Group   October 1992 - October 1999
California State University, Fresno  September 1986 - June 1992

Skills
Auto, Home, Life, Commercial Insurance, Health Insurance, Disability Insurance, Insurance, Small Business, Life Insurance, Crisis Management, Term Life Insurance, Fixed Annuities, Workers Compensation, Professional Liability, Politics, Liability, Political Campaigns, Property & Casualty..., Public Speaking, Public Relations, Leadership, Employee Benefits

Education
California State University-Fresno   1987 — 1992
Bachelor of Arts (BA), Russian Language and Literature

Bill Hoody Bill Hoody Greater Minneapolis-St. Paul Area Details
Bill Hoody's Principal Financial Group Experience 2005 - Present
Job Princor Registered Representative at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group   2005 - Present
Oldcastle Precast  1984 - 2004
AMPAC  1981 - 1984

Skills
Budgets, Strategic Planning, Process Scheduler, Contract Management, Team Building, Negotiation, Customer Service, Leadership, Risk Management, Purchasing, Operations Management, Contract Negotiation

Education
California State Polytechnic University-Pomona   1977 — 1981
Construction Management

Servite High School   1973 — 1977
College Prep

Rebecca Whitaker Rebecca Whitaker Des Moines, Iowa Details
Rebecca Whitaker's Principal Financial Group Experience September 2014 - Present
Job Corporate Negotiator at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group   September 2014 - Present
Principal Financial Group   September 2012 - September 2014
Wells Fargo  May 2011 - October 2012
The Weitz Company  January 2008 - October 2008
Shasta County DA, Victim   October 2005 - December 2007

Skills
Legal Compliance, Regulatory Analysis, Marketing/Advertising..., Legal Research, Grant Writing, Legal Writing, Contract Negotiation, Civil Litigation, Corporate Law, Westlaw, Training, Litigation, Public Speaking, Risk Management, Management, Negotiation

Education
Iowa State University   2010 — 2011
Bachelor of Science (BS), Political Science

CSU Chico   2002 — 2004
English Literature/Theatre Arts, Drama/Theatre Arts and Stagecraft

Curt Ruby Curt Ruby United States Details
Curt Ruby's Principal Financial Group Experience September 2010 - August 2011
Job
Industry Security and Investigations
Experience
DuPont Pioneer  September 2011 - Present
Principal Financial Group   September 2010 - August 2011
Webster County Sheriff's Office   1997 - December 2007

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, Strategic Planning, Budgets, Supervisory Skills

Education
Buena Vista University   2009 — 2011
Bachelor's degree, Business Administration and Management, General

Iowa Central Community College
Associate of Arts and Sciences (AAS), Criminal Justice and Corrections

Colleen Webster Colleen Webster Des Moines, Iowa Area Details
Colleen Webster's Principal Financial Group Experience IT Application Analyst-SrPrincipal Financial GroupJanuary 2012 - Present
Job IT Application AnalystSr, CUA at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group   IT Application Analyst-SrPrincipal Financial GroupJanuary 2012 - Present

Skills
SDLC, COBOL, Business Requirements, DB2, Business Analysis, Requirements Analysis, JCL, CICS, Mainframe, Java, Agile Methodologies, Web Development, Fitness Instruction, Management, CUA, Usability Testing

Education
Buena Vista University   1997 — 2001
Bachelor of Arts (BA), MIS

William Griffith William Griffith Fresno, California Area Details
William Griffith's Principal Financial Group Experience December 2013 - Present
Job Financial Advisor at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group   December 2013 - Present
Principal Financial Group   December 1986 - December 2013

Education
The American College   1983 — 1986
Chartered Life Underwriter & Chartered Financial Consultant designations, Finance & Insurance

California State University-Fresno   1973 — 1977
BS, Finance

Jennifer Overhoff Jennifer Overhoff Greater Los Angeles Area Details
Jennifer Overhoff's Principal Financial Group Experience 2004 - 2006
Job VPNational Sales at Sheaff Brock Investment Advisors
Industry Financial Services
Experience
Sheaff Brock Investment Advisors  March 2014 - Present
Fidelity Investments  October 2012 - June 2013
AssetMark  June 2007 - September 2011
Principal Financial Group   2004 - 2006

Skills
Financial Planning, Insurance, Securities, Asset Management, Customer Relations, Cold Calling, Series 6, Mutual Funds, Wealth Management, Series 63, Banking, Group Benefits, Asset Allocation, Client Service, Wholesaling, Series 7, Investments, Finance, Relationship Management, Series 65, FINRA, Strategic Financial..., Financial Services, Employee Benefits, Management, Retirement Planning, Wholesale, Retirement, Financial Advisory, Life Insurance, Fixed Annuities, Sales, Portfolio Management, Disability Insurance, Training, 401k, Customer Service, Investment Strategies, Alternative Investments, Uniform Combined State..., Equities, Investment Advisory, IRAs, Long-term Care, Estate Planning, Health Insurance, Pensions, ETFs, Wealth Management..., Client Services

Education
California State University-Los Angeles   1993 — 1997
Sociology

Alverno High School

Cal Poly San Luis Obispo

John Snyder John Snyder San Francisco Bay Area Details
John Snyder's Principal Financial Group Experience 1990 - 1996
Job Director of Business Intelligence at Gap Inc.
Industry Retail
Experience
Gap Inc.  July 2011 - Present
Gap Inc.  March 1999 - July 2011
Orion Consulting Services   1996 - 1999
Principal Financial Group   1990 - 1996

Skills
Business Intelligence, Cognos, Supply Chain, Accounting, Logistics, Management, ETL, Leadership, Analytics, SQL, Retail, Vendor Management, Business Objects, Data Warehousing, SDLC, Microstrategy, Business Analysis, Business Process

Education
Buena Vista University   1986 — 1990
BA, Management Information Systems

Misty Wolff Misty Wolff Spirit Lake, Iowa Details
Misty Wolff's Principal Financial Group Experience January 1999 - January 2001
Job Sexual Abuse Victims Advocate
Industry Nonprofit Organization Management
Experience
Vos Plumbing & Heating   April 2013 - July 2014
Vos Plumbing & Heating   March 2013 - July 2014
CLMW Properties LLC   June 2011 - August 2013
Employment Connections  June 2010 - June 2012
Bank Plus  November 2007 - July 2009
Erickson Trucks-N-Parts   January 2006 - March 2007
Wileywood Investments   May 2006 - September 2006
WR Restaurants, LLC   April 2003 - January 2006
GKN Armstrong Wheels  September 2001 - January 2003
Principal Financial Group   January 1999 - January 2001

Skills
Accounts Payable, QuickBooks, Bookkeeping, Account Reconciliation, Payroll, General Ledger, Accounts Receivable, Accounting, Bank Reconciliation, Accruals, Cash Management

Education
Buena Vista University   2003 — 2003
Accounting

Simpson College   1998 — 1999
Bachelor of Arts Degree, Business Management; Accounting

Sahil Oberoi Sahil Oberoi San Francisco Bay Area Details
Sahil Oberoi's Principal Financial Group Experience June 2014 - September 2014
Job Finance & Operations at Pillow Homes
Industry Internet
Experience
Pillow Homes  September 2015 - Present
Food Recovery Network  May 2015 - October 2015
Pillow Homes  June 2015 - September 2015
Principal Financial Group   June 2014 - September 2014
Cal Poly San Luis Obispo Athletics   September 2013 - June 2014
U.S. House of Representatives   September 2011 - September 2012

Skills
Data Analysis, Finance, Financial Modeling, Leadership, Microsoft Excel, Analysis, Statistical Data..., Strategic Planning, PowerPoint, Concentrated Stock..., Technical Analysis, Index Options, Fundamental Analysis, Sports Management, Social Networking, Research, Market Research, Fundraising, Access, Customer Service, Teamwork

Education
Cal Poly San Luis Obispo   2013 — 2017
Bachelor's Degree, (B.S.) Economics Finance & Real Estate

Michelle Rubin Michelle Rubin Des Moines, Iowa Area Details
Michelle Rubin's Principal Financial Group Experience August 2013 - Present
Job Content strategist. Relationship builder. Storyteller.
Industry Publishing
Experience
Principal Financial Group   August 2013 - Present
Independent  May 2012 - Present
Iowa Department of Human Rights  October 2012 - July 2013
Meredith  December 2007 - May 2012
Meredith  April 2005 - December 2007
Drake University  2002 - 2004
Cityview  December 2001 - January 2003
Buena Vista University  August 2001 - December 2001
The Pitch  August 1998 - April 2001
Icon  August 1993 - May 1998

Skills
Feature Articles, Photoshop, Publishing, Proofreading, Blogging, Web Content, Freelance Writing, InDesign, Editing, Writing, Social Media, Social Media Marketing, Marketing Strategy, Management, Project Management

Education
University of Iowa   1993 — 1996
Master of Arts, Mass Communication/Media Studies

Buena Vista University   1989 — 1993
Bachelor of Arts, Mass Communication

Kirstin Halsted Kirstin Halsted Modesto, California Area Details
Kirstin Halsted's Principal Financial Group Experience April 2014 - August 2015
Job Academic/Higher Education Counseling and Human Resources
Industry Higher Education
Experience
Principal Financial Group   April 2014 - August 2015
California State University, Stanislaus  September 2014 - November 2014

Skills
Microsoft Office, Research, Microsoft Excel, PowerPoint, Microsoft Word, Leadership, Management, Public Speaking, Training, Customer Service

Education
California State University Stanislaus   2013 — 2015
Master's degree, Counselor Education/School Counseling and Guidance Services, 3.56 GPA

California State University Stanislaus   2011 — 2013
Bachelor's degree, Psychology

Khio Vongdeuane Khio Vongdeuane Urbandale, Iowa Details
Khio Vongdeuane's Principal Financial Group Experience January 2015 - Present
Job at
Industry Banking
Experience
Principal Financial Group   January 2015 - Present
National Bankruptcy Services, LLC  July 2014 - January 2015
Wells Fargo Home Mortgage  February 2012 - July 2014
Assure Healthlink   2008 - 2012

Skills
Marketing Strategy, Marketing Communications, Digital Marketing, Direct Marketing, Integrated Marketing, Email Marketing, Advertising, Social Media Marketing, Online Advertising, Marketing Management, Media Planning, Brand Management, Online Marketing, Marketing, Marketing Research

Education
Buena Vista University   2002 — 2007
Bachelors of Arts, Business Marketing and Management

Storm Lake Senior High School   1998 — 2002

Carrie Berger Carrie Berger Mason City, Iowa Details
Carrie Berger's Principal Financial Group Experience 2005 - Present
Job Sr. Client Service Associate at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group   2005 - Present
Buena Vista University  2002 - 2005
Black Hawk County Clerk of Court   2001 - 2002
Dowd & Fischer, Ltd.   1997 - 2001
Wright County Economic Development   1997 - 1997

Skills
Retirement & Investor..., Leadership, Confidentiality, Customer Service, Communication, Training & Development, Presentations, Website Administration, University Relations, Financial Aid..., Recruiting, Accounting, Finance, Human Resources, Payroll, Tax, Bookkeeping, Clerk of Court, Economic Development

Education
Buena Vista University   2002 — 2005
Bachelor of Arts (BA), Business Management with Human Resource Emphasis

Kirkwood Community College   1995 — 1997
Associate of Arts (AA), Liberal Arts-Management

S-C/M-T High School

Jaime J. Levy, MBA Jaime J. Levy, MBA Miami, Florida Details
Jaime J. Levy, MBA's Principal Financial Group Experience May 2015 - Present
Job Financial Services Representative, Princor Registered Representative at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group   May 2015 - Present
OMNI Resource Group   January 2013 - April 2015
AXA Advisors  June 2009 - December 2012
GB Allstate Agency   June 2009 - February 2010
Paul Winston Eurostar Group   June 2008 - April 2009
Fine Woods International LLC   October 2005 - April 2008
Sea Farms International LLC   September 2002 - September 2005
Primestream Corporation Inc.   July 2001 - September 2002
AGRA Group   September 1992 - January 2001
Baker Hughes, Inc  August 1982 - June 1992

Skills
Business Continuation...

Education
INCAE Business School   1977 — 1979
Master of Business Administration (MBA), Finance

California State Polytechnic University   1969 — 1973
B.S in Economics

Kiley Norvell Kiley Norvell Fresno, California Details
Kiley Norvell's Principal Financial Group Experience February 2015 - Present
Job Owner at The PR Department
Industry Public Relations and Communications
Experience
The PR Department   June 2015 - Present
Principal Financial Group   February 2015 - Present
Private family  August 2011 - Present

Skills
Writing, POS, Customer Service, Public Relations, Public Speaking, Event Planning, Social Networking, Facebook, Sports, Newsletters, PowerPoint, Microsoft Excel, Social Media Marketing, Microsoft Word, Marketing, Social Media, Microsoft Office, Event Management, Marketing Communications, Fundraising, Editing, Blogging, Advertising, Teamwork, Leadership, Press Releases, Nonprofits, Creative Writing, Communication, Sales

Education
California State University-Fresno   2009 — 2015
Bachelor of Arts (B.A.), Public Relations (in progress)

Amador Valley High School   2005 — 2009

Eddie Berger Eddie Berger Greater Minneapolis-St. Paul Area Details
Eddie Berger's Principal Financial Group Experience November 2004 - November 2011
Job Business Analyst, Pharmacy Services Allina Health
Industry Hospital & Health Care
Experience
Allina Health  August 2015 - Present
Mercy Medical Center - North Iowa  December 2011 - August 2015
Principal Financial Group   November 2004 - November 2011

Skills
340B, Financial Analysis, Data Analysis, Financial Reporting, Microsoft Excel, Customer Service, Accounting, Finance, Auditing, Cost Analysis, Organization Skills, Effective Communication, Leadership, Legal Compliance, Contract Management, Investments

Education
Buena Vista University   2009 — 2011
Bachelor of Arts (BA), Finance and Banking

North Iowa Area Community College   2006 — 2009
Business

Aaron Gendle Aaron Gendle Des Moines, Iowa Details
Aaron Gendle's Principal Financial Group Experience June 2014 - June 2015
Job Senior Consultant at Eccella
Industry Financial Services
Experience
Eccella Corporation  June 2015 - Present
Principal Financial Group   June 2014 - June 2015
Aviva USA  February 2008 - June 2014
Fiserv  July 2006 - January 2008
Labeling Systems International   May 2004 - July 2006
Winther Group   February 2001 - October 2002

Skills
Agile Methodologies, SQL, Oracle, XML, Databases, Visio, Microsoft SQL Server, Unix, PL/SQL, Data Warehousing, Visual Basic, .NET, Business Intelligence, DB2, Integration

Education
National University   2007 — 2009
Masters of Science, Systems Engineering – Concentration in Software Engineering

California State University Stanislaus   2004 — 2005
Bachelors of Science, Mathematics

Orange Coast College   2002 — 2004
Associates in Arts

Heald College   2000 — 2002
Associates in Applied Science, Computer Technology

Matthew Sly Matthew Sly Des Moines, Iowa Area Details
Matthew Sly's Principal Financial Group Experience May 2006 - May 2011
Job Design Architect at AOS
Industry Information Technology and Services
Experience
AOS  May 2014 - Present
OneNeck IT Solutions  May 2011 - May 2014
Principal Financial Group   May 2006 - May 2011
Buena Vista University  May 2004 - May 2006

Skills
TSM, Windows Server, SAN, VMware, Disaster Recovery, HP Data Protector, EMC Avamar, EMC Centera, Symantec Backup, EMC Storage, Datto, Red Hat Linux, vSphere, HP EVA, Data Domain, HP Disk 2 Disk, Databases, Troubleshooting, Microsoft Exchange, Backup Exec, HP

Education
Buena Vista University   2002 — 2006
BA, MIS

EMC

EMC

EMC

Lee Patten Lee Patten Ankeny, Iowa Details
Lee Patten's Principal Financial Group Experience October 2014 - Present
Job Investment Data & Reporting Analyst II at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group   October 2014 - Present
Principal Global Investors  October 2012 - October 2014
Principal Global Investors  September 2004 - October 2012
Principal Financial Group   August 2003 - September 2004

Education
Buena Vista University   1996 — 2000
Bachelor, Finance

Estefany Gonzalez Estefany Gonzalez Urbandale, Iowa Details
Estefany Gonzalez's Principal Financial Group Experience May 2013 - August 2013
Job Staff Accountant at BH Management Services LLC
Industry Accounting
Experience
BH Management Services, LLC  October 2014 - Present
Buena Vista University  August 2011 - May 2014
Principal Financial Group   May 2013 - August 2013

Skills
Financial Accounting, Research, Microsoft Office, PowerPoint, Public Speaking, Microsoft Excel, Microsoft Word, Accounting, Teamwork, Analysis, Data Entry, Event Planning, Time Management, Leadership, Outlook, Customer Service, Student Development

Education
Buena Vista University   2010 — 2014
Bachelor of Arts (B.A.), Accounting, Senior

Brenda Clifton Brenda Clifton Des Moines, Iowa Area Details
Brenda Clifton's Principal Financial Group Experience March 2010 - May 2011
Job Investment Operations Sr. Manager at Principal Global Investors
Industry Financial Services
Experience
Principal Global Investors  May 2011 - Present
Principal Financial Group   March 2010 - May 2011
Principal Financial Group   March 2005 - March 2010
Principal Financial Group   April 1997 - March 2005

Skills
Securities, Treasury Management, Investment Operations, Investments, Finance, Risk Management, Financial Services, Cash Management, Internal Audit, Treasury, Process Improvement, Management, Fixed Income, Asset Management, Equities

Education
Buena Vista University   1988 — 1992
Bachelor of Arts, Finance & Banking

Becky McCrea Becky McCrea Waukee, Iowa Details
Becky McCrea's Principal Financial Group Experience March 2010 - October 2011
Job Software Engineer at Crop Pro Insurance, LLC
Industry Information Technology and Services
Experience
Crop Pro Insurance, LLC   September 2013 - Present
Des Moines Area Community College  January 2013 - Present
Farmers Mutual Hail Insurance  September 2012 - August 2013
Farmers Mutual Hail Insurance  January 2012 - September 2012
Farmers Mutual Hail Insurance  October 2011 - December 2011
Principal Financial Group   March 2010 - October 2011

Skills
OO Software Development, System Architecture, Management, ASP.NET, C#, Java, HTML, jQuery, JavaScript, COBOL, LogiXML, Telerik Web Controls, Class Diagrams, Teaching, VB.NET, SDLC, Business Analysis, Requirements Analysis, Vendor Management, Process Improvement, Microsoft SQL Server, SQL, Leadership

Education
Buena Vista University
Bachelor of Arts (BA), Management Information Systems, General

Buena Vista University
Bachelor's degree, Management Information Systems, General

Kent Greer Kent Greer Indianapolis, Indiana Details
Kent Greer's Principal Financial Group Experience October 2005 - Present
Job Retirement Plan Professional / Sr. Benefit & Planning Counselor at the Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group   October 2005 - Present

Skills
Leadership, Strategic Planning, Team Building, Project Management, Customer Service, Management, Sales, Microsoft Word, Marketing, Marketing Strategy, Microsoft Office, Public Speaking

Education
Butler University
Bachelor's Degree, Business, Management, Marketing, and Related Support Services

Kelli Paskert Kelli Paskert Ankeny, Iowa Details
Kelli Paskert's Principal Financial Group Experience July 2004 - February 2010
Job Marketing & Sales Director
Industry Construction
Experience
The Skold Companies  November 2011 - Present
Two Rivers Marketing  February 2010 - October 2011
Principal Financial Group   July 2004 - February 2010

Skills
Marketing Communications, Trade Shows, Advertising, Direct Marketing, Integrated Marketing, Copywriting, Marketing, Marketing Strategy, Digital Marketing, Management, Budgets, Leadership, Online Marketing, Market Planning, Email Marketing

Education
Buena Vista University   2000 — 2004
Marketing, Mass Communications

Lindsay Engel Lindsay Engel New York, New York Details
Lindsay Engel's Principal Financial Group Experience June 2007 - September 2007
Job Sales Office Administrator at David Bowler Wine
Industry Wine and Spirits
Experience
David Bowler Wine  March 2015 - Present
Engel Family Vineyards   September 2008 - Present
IPO Wines   June 2012 - March 2015
K&D By The Glass   February 2012 - June 2012
K&D Wines & Spirits   February 2011 - February 2012
Trinchero Family Estates/Sutter Home Winery   June 2010 - January 2011
Trinchero Family Estates/Sutter Home Winery   June 2009 - August 2009
El Corral Bookstore- Cal Poly State University   September 2007 - January 2009
Principal Financial Group   June 2007 - September 2007

Skills
Event Planning, Marketing, Sales, Wine, Advertising, Social Media, Hospitality, Retail, CRM, Customer Service, Strategy, Wine Tasting, Food, Marketing Strategy, Event Management, Social Media Marketing, Social Networking, Microsoft Office, Brand Management, Brand Development, Management, Wineries

Education
California Polytechnic State University, Orfalea College of Business   2005 — 2010
Bachelor, Business Administration; Marketing

California Polytechnic State University-San Luis Obispo   2005 — 2010
Bachelor in Business Administration, Concentration in Marketing, Minor in Wine & Viticulture

St. Helena High School   2000 — 2005

Michael Briant Michael Briant Des Moines, Iowa Area Details
Michael Briant's Principal Financial Group Experience May 2006 - November 2008
Job Home Mortgage Consultant at Wells Fargo
Industry Insurance
Experience
Wells Fargo  May 2012 - Present
Nationwide Insurance  November 2008 - July 2012
Principal Financial Group   May 2006 - November 2008
Wells Fargo Home Mortgage  October 2005 - May 2006
Iowa National Guard  January 1997 - January 2002

Skills
Commercial Insurance, Property & Casualty..., Sales, Underwriting, Mortgage Lending, Call Centers, Management, Real Estate, FHA, Refinance, Fixed Annuities, Customer Service, Insurance, Casualty, Time Management, Investment Properties, Life Insurance, IRAs, Term Life Insurance

Education
Dakota State University   2002 — 2005
Bachelors, Business Management Major

Buena Vista University   2000 — 2002
Business, Management, Marketing, and Related Support Services

Mary Julie Phillips Mary Julie Phillips Springfield, Missouri Area Details
Mary Julie Phillips's Principal Financial Group Experience March 1997 - May 2003
Job HRIS Associate at Mercy
Industry Insurance
Experience
Mercy  December 2012 - Present
Mercy Benefit Administrators   January 2006 - August 2012
Mercy  May 2003 - December 2005
Principal Financial Group   March 1997 - May 2003
Principal Financial Group   January 1996 - March 1997
Principal Financial Group   February 1993 - December 1995
American Cancer Society  January 1992 - February 1993

Skills
Medical Insurance..., Benefit Informatics -..., Microsoft Access 2007, Microsoft Office Xp, Online Research, Collaborative Problem..., Health Insurance, Insurance, Employee Benefits, Training, Access, HIPAA, Medical Billing, Medicare, Human Resources, Claim, Workers Compensation, Call Centers, HRIS, Outlook, Process Improvement

Education
California Coast University   1991 — 2008
Masters, Business Administration

California Coast University   1989 — 1991
Bachelor of Science, Business Administration

Monroe Community College   1979 — 1981
Associate of Science, Medical Secretarial Science

Andrew Peach Andrew Peach Greater San Diego Area Details
Andrew Peach's Principal Financial Group Experience May 2001 - September 2004
Job Farmers Insurance
Industry Insurance
Experience
Farmers Insurance  October 2011 - Present
SHW Insurance   September 2004 - December 2011
Principal Financial Group   May 2001 - September 2004
Festivities Catering, Picnic People and TK&A Custom Catering   1988 - 1992

Skills
Disability Insurance, Property & Casualty..., 529 Plans, Insurance, Umbrella Insurance, Health Insurance, Commercial Insurance, Claim, Customer Service, Fixed Annuities, Legal Liability, Life Insurance, Management, Marketing, Retirement Planning, Sales, Small Business, Start-ups, Term Life Insurance, Training, Workers Compensation

Education
University of California, San Francisco   1999 — 2001
MA, Sport Business Management

California State University-Chico   1993 — 1998
BS, Exercise Physiology

UC High   1990 — 1993

Laura Pyle Laura Pyle Dallas/Fort Worth Area Details
Laura Pyle's Principal Financial Group Experience June 1994 - November 1999
Job Technical Services & Reports Manager at Texas Christian University
Industry Financial Services
Experience
Texas Christian University  January 2014 - Present
Retreat Capital Management, Inc. - now part of Allsec Financial Services   November 2012 - December 2013
Aetna  March 1999 - November 2012
Principal Financial Group   June 1994 - November 1999

Skills
Databases, SQL, VBA, Crystal Reports, Data Analysis, Requirements Gathering, Microsoft Excel, Access, SharePoint, Insurance, Health Insurance, Project Management, Business Process, Testing, Data Modeling, Statistics, Requirements Analysis, Forecasting, Reports, User Acceptance Testing, System Testing, Management

Education
California State University Fresno   1989 — 1992
Bachelors, Mathematics, statistics

Carol Gunsett Carol Gunsett Des Moines, Iowa Area Details
Carol Gunsett's Principal Financial Group Experience September 2005 - Present
Job Client Service Manager at Principal Financial Group
Industry Consumer Services
Experience
Principal Financial Group   September 2005 - Present

Skills
Pensions, 401k, ERISA, Series 7, Fixed Income

Education
California State University-Sacramento   1975 — 1976
Secondary Education, Mathematics

University of California, Davis   1973 — 1975
Bachelor of Arts, Mathematics

Cabrillo College   1971 — 1973
Associate of Arts, Mathematics

Matt McNeal Matt McNeal Waterloo, Iowa Area Details
Matt McNeal's Principal Financial Group Experience December 2003 - September 2004
Job Account Manager at Agri Stats, Inc
Industry Food Production
Experience
Agri Stats, Inc.   July 2015 - Present
Green Belt Grills   August 2010 - Present
Summit Farms  January 2012 - July 2015
Murphy-Brown LLC  March 2005 - August 2011
Principal Financial Group   December 2003 - September 2004
Heartland Pork Enterprises   August 2001 - December 2003

Skills
Accounting, Forecasting, Process Improvement, Budgets, Analysis, Business Analysis, Microsoft Excel, Inventory Management, Management, Finance, Financial Reporting, Variance Analysis, Financial Analysis, Continuous Improvement, Business Planning

Education
Buena Vista University   1997 — 2001
Bachelor's degree, Accounting; Finance and Banking

IFHS   1994 — 1997

Jason Stratman Jason Stratman Indianapolis, Indiana Area Details
Jason Stratman's Principal Financial Group Experience October 2001 - February 2012
Job Sr Consultant at Capstone Benefits
Industry Insurance
Experience
Capstone Benefits   February 2012 - Present
Principal Financial Group   October 2001 - February 2012
J F Molloy & Associates, Inc.   1998 - 2001
The Molloy Companies   1997 - 2000

Skills
Actuarial Science, Health Insurance, Insurance, Customer Service, Disability Insurance, Life Insurance, Employee Benefits, Health Care Reform, Underwriting, Account Management, 401k, Benefits Administration, Microsoft Excel, Access Database, Retirement, Health Savings Accounts

Education
Butler University   1993 — 1998

Brandon Conway Brandon Conway Des Moines, Iowa Area Details
Brandon Conway's Principal Financial Group Experience
Job Investment Counselor at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group  

Skills
401k, Retirement, Series 63, Mutual Funds, Series 7, Asset Allocation, Wealth Management, Retirement Planning

Education
Buena Vista University   1994 — 1999

Rob Cozzi, Jr., CLF Rob Cozzi, Jr., CLF Fresno, California Area Details
Rob Cozzi, Jr., CLF's Principal Financial Group Experience October 2004 - Present
Job Financial Advisor at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group   October 2004 - Present

Skills
Retirement, Estate Planning, Health Insurance, Investments, Disability Insurance, Employee Benefits, Financial Advisory, Financial Services, Term Life Insurance, Strategic Financial..., Fixed Annuities, Retirement Planning, Universal Life, Buy-sell Agreements, buy-sell review

Education
California State University-Chico   1988 — 1992
Bachelor of Science (B.S.)

Bakersfield High School   1984 — 1988
High School Degree, General

Dale Sanders, CBCP Dale Sanders, CBCP Des Moines, Iowa Area Details
Dale Sanders, CBCP's Principal Financial Group Experience 1999 - 2003
Job Compliance Analyst
Industry Hospital & Health Care
Experience
Iowa Health System  July 2007 - Present
Wells Fargo  April 2007 - June 2007
Automatic Data Processing (ADP)   2005 - 2006
Meredith Publishing  2003 - 2005
Principal Financial Group   1999 - 2003
Equitable Life of Iowa   August 1996 - October 1999

Education
Buena Vista University   1969 — 1973
BS, Chemistry/Physics

Emily Bartels Emily Bartels Des Moines, Iowa Details
Emily Bartels's Principal Financial Group Experience January 2005 - October 2005
Job US Sales Manager, Payments Division at MINDBODY, Inc.
Industry Computer Software
Experience
MINDBODY, Inc.   June 2015 - Present
Cosi Cucina Italian Grill   April 2014 - June 2015
BIDLAKE Clothing Company   January 2013 - June 2015
MINDBODY, Inc.   January 2013 - April 2014
MINDBODY, Inc.   November 2010 - January 2013
California Polytechnic State University - San Luis Obispo  August 2009 - January 2011
Greater Des Moines Habitat for Humanity  March 2006 - August 2009
Northwest Athletic Club  November 2005 - March 2006
Principal Financial Group   January 2005 - October 2005

Skills
Direct Sales, Salesforce.com, Customer Service, Non-profits, Donor Relations, Sales, Fundraising, Leadership

Education
California Polytechnic State University-San Luis Obispo   2009 — 2010
MBA, Business Administration and Management, General

University of Iowa   2000 — 2004
Bachelor of Science (BS), Health Promotion

Cynthia Egemo Cynthia Egemo Des Moines, Iowa Area Details
Cynthia Egemo's Principal Financial Group Experience December 2007 - December 2009
Job at
Industry Information Technology and Services
Experience
United Suppliers, Inc.   August 2015 - Present
TEKsystems  March 2014 - August 2015
Nationwide Insurance  March 2014 - August 2015
Sogeti  October 2011 - February 2014
Aviva Investors (contracted through TekSystems)   July 2011 - October 2011
Robert Gatto Associates   February 2010 - July 2011
Principal Financial Group   December 2007 - December 2009
Midwest Project Partners  July 2007 - November 2007
ARAG Group  May 2006 - June 2007
GENESIS10 CONSULTING  July 2002 - April 2006

Skills
Requirements Analysis, SDLC, Testing, Quality Assurance, Software Documentation, Business Analysis, Integration, MS Project, Process Improvement, Project Management, Test Planning, Analysis, System Testing, Management, Access, Risk Management, Project Planning, Training, Agile Methodologies, Scrum, ATDD, Quality Center, Data Warehousing, Microsoft Test Manager, Visual Studio Team..., Test Management, Test Strategy, User Acceptance Testing, Resource Management, Defect Tracking, SharePoint, Software Quality..., Business Process, Test Cases, Regression Testing, Agile Testing, Manual Testing, Agile Project Management, Business Process..., Strategy, TFS, IT Management, Business Requirements, Visio, Requirements Gathering, Software Project...

Education
Buena Vista University   1984 — 1986
BA, Accounting, Computer Science

Western Washington University   1975 — 1977
Business Administration and Management, General

International Institute for Learning
Accounting and Computer Science

Jean-Claude Ndongo Jean-Claude Ndongo Columbus, Ohio Area Details
Jean-Claude Ndongo's Principal Financial Group Experience September 2014 - Present
Job Princor Registered Representative/Financial Advisor, Financial Representative at Principal Financial Group
Industry Insurance
Experience
Principal Financial Group   September 2014 - Present
ASIST Translation Services Inc.  April 2014 - May 2015
JPMorgan  September 2007 - July 2014
National Association of Black Accountants (NABA) - Columbus Ohio chapter   July 2010 - June 2011
JPMorgan Chase  November 2005 - September 2007
JPMorgan Chase  November 2001 - November 2005

Education
Otterbein University   2011 — 2013
MBA, Business Administration

Franklin University   2003 — 2005
Bachelor's, Financial Management and Accounting

Butler Community College   1996 — 1999
Associate, Business Administration

Loupiots

Brayton Li Brayton Li Washington D.C. Metro Area Details
Brayton Li's Principal Financial Group Experience November 2000 - September 2012
Job Partner, Investment and Market Risk Management
Industry Financial Services
Experience
Abacus Partners LLC   2014 - Present
ING US  September 2012 - 2013
Principal Financial Group   November 2000 - September 2012
Farmer Mac  December 1998 - November 2000
Freddie Mac  October 1989 - December 1998

Skills
Portfolio Management, Investments, Financial Modeling, Valuation, Risk Management, Fixed Income, Derivatives, Asset Allocation, Mutual Funds, Asset Management, ALM, Bloomberg

Education
University of California, Riverside   1982 — 1984
Master of Business Administration (MBA), Finance and Marketing

California State University-Stanislaus   1980 — 1982
Bachelor's, Business Administration - Finance and Operations Research

University of Toronto - Rotman School of Management
Executive Development Program in Advanced Derivatives Research, Advanced Derivatives

Christian Bohnsack Christian Bohnsack Johnston, Iowa Details
Christian Bohnsack's Principal Financial Group Experience May 2006 - May 2010
Job VP, Operational Risk Manager (Vendor Management) Wells Fargo Home Mortgage
Industry Management Consulting
Experience
Wells Fargo Home Mortgage  February 2013 - Present
Wells Fargo Financial & Home Mortgage   May 2010 - February 2013
Principal Financial Group   May 2006 - May 2010
DuPont Pioneer  November 2000 - June 2006
Principal Financial Group   May 1996 - October 2000

Skills
Project Portfolio..., Management, SDLC, Process Improvement, PMO, Business Analysis, Vendor Management, Business Process..., Business Process, Resource Management, Requirements Analysis, MS Project, SharePoint, IT Strategy, Project Management, Change Management, Program Management, Risk Management, Systems Analysis, Visio, Integration, IT Management, Agile Project Management, Governance, Software Project..., Business Requirements, Budgets, Requirements Gathering, Business Intelligence, PMP, Analysis, Software Documentation, CRM, Quality Assurance, Cross-functional Team..., Leadership, Management Consulting, Process Engineering, Enterprise Architecture, ITIL, Project Delivery, Project Planning, Team Leadership, Strategic Planning, Six Sigma, COBOL, Team Building, Insurance, Customer Service, Finance

Education
Buena Vista University   1992 — 1994
BA (x2), Business Management & Entreprenuership, MIS

Hal Hackbarth Hal Hackbarth Des Moines, Iowa Area Details
Hal Hackbarth's Principal Financial Group Experience May 2006 - March 2010
Job Negotiation and Contract Consultant at K2 Partnering Solutions
Industry Financial Services
Experience
K2 Partnering Solutions  April 2010 - Present
Principal Financial Group   May 2006 - March 2010

Education
Buena Vista University   1986 — 1990
B.A., Business Management and Entrepreneurship

Kevin Kommes Kevin Kommes Des Moines, Iowa Area Details
Kevin Kommes's Principal Financial Group Experience 2000 - Present
Job Owner, Heartland Flagpoles & Custom Flags
Industry Retail
Experience
Heartland Flagpoles & Custom Flags   December 2004 - Present
Principal Financial Group   2000 - Present

Skills
Google Adwords, NetSuite, Quality Center, MSN AdCenter, IBM Appscan, SQL, Agile Methodologies, Waterfall

Education
Buena Vista University   1983 — 1987

Chad Moehlenhof Chad Moehlenhof Dallas/Fort Worth Area Details
Chad Moehlenhof's Principal Financial Group Experience 2010 - July 2012
Job Senior Account Executive at iManage Inc
Industry Computer Software
Experience
iManage  July 2015 - Present
HP Autonomy  April 2014 - July 2015
ABBYY USA  July 2012 - January 2014
Principal Financial Group   2010 - July 2012
Oracle (formerly Skywire Software/Whitehill Technologies/Insystems)   May 2004 - February 2008
HP Autonomy (formerly Cardiff Software)   August 2000 - May 2004
Fireman's Fund Insurance Company  May 1995 - August 2000

Skills
Salesforce.com, Enterprise Software, Account Management, Solution Selling, Business Development, Management, Direct Sales, Strategic Partnerships, Sales, CRM, Sales Process, Program Management, Pre-sales, Product Management, Project Management, Consulting, SaaS, Team Leadership, Cloud Computing, Lead Generation, Product Marketing, Networking, Start-ups, Strategy

Education
California State University-Chico   1990 — 1994
Business Finance

Brian Ullrich Brian Ullrich Modesto, California Area Details
Brian Ullrich's Principal Financial Group Experience January 2000 - November 2007
Job President at Epiq Risk Management
Industry Insurance
Experience
Epiq Risk Management   June 2013 - Present
Alternative Insurance Solutions   June 2006 - Present
Principal Financial Group   January 2000 - November 2007

Skills
Fixed Annuities, Health Insurance, Disability Insurance, Insurance, Managed Care, Life Insurance, Real Estate, Brokers, Underwriting, Term Life Insurance, 401k, Employee Benefits, Retirement Planning, Retirement, Long-term Care, Property, Team Building

Education
CSU Stanislaus   1999 — 2001
Business Administration, Finance, General

CSU Sacramento   1997 — 1999
Finance, General

California State University-Chico   1996 — 1997
Finance, General

Kevin Dicke Kevin Dicke Indianapolis, Indiana Area Details
Kevin Dicke's Principal Financial Group Experience January 2003 - 2009
Job Registered Representative
Industry Insurance
Experience
Westpoint Financial Group  2009 - Present
Principal Financial Group   January 2003 - 2009

Education
Butler University   1998 — 2002
Finance

Butler University - College of Business Administration   1998 — 2002

Dublin H.S.

Nicole Taulton Nicole Taulton Indianapolis, Indiana Area Details
Nicole Taulton's Principal Financial Group Experience May 2001 - September 2007
Job Market Health Analytics Consultant at UnitedHeath Group
Industry Insurance
Experience
UnitedHeath Group  June 2014 - Present
WellPoint, Indiana Large Group Underwriting   September 2013 - June 2014
WellPoint, Commercial Stop Loss Underwriting   January 2012 - September 2013
R.E. Sutton & Associates   October 2007 - December 2011
Principal Financial Group   May 2001 - September 2007

Skills
Insurance, Employee Benefits, Health Insurance, Underwriting

Education
Butler University - College of Business Administration   1998 — 2002
B.S., Economics

Susan Grebasch Susan Grebasch Des Moines, Iowa Area Details
Susan Grebasch's Principal Financial Group Experience August 2011 - Present
Job Administrative Assistant
Industry Events Services
Experience
Principal Financial Group   August 2011 - Present
Principal Financial Group   July 2001 - May 2009

Education
Buena Vista University   1987 — 1991
BA, History, Secondary Education

Jeffrey Christians Jeffrey Christians Sioux Rapids, Iowa Details
Jeffrey Christians's Principal Financial Group Experience July 1997 - February 2003
Job CFO at Ranco Fertiservice
Industry Machinery
Experience
Ranco Fertiservice, Inc.   July 2013 - Present
Principal Global Investors  February 2003 - June 2013
Principal Financial Group   July 1997 - February 2003

Skills
Bloomberg, Asset Managment, Fixed Income, Securities, Equities

Education
Drake University   1999 — 2001
MBA, Business

Buena Vista University   1995 — 1997
BA, Finance & Banking

North Iowa Area Community College   1993 — 1995
AA, Business

Rockwell-Swaledale High School   1989 — 1993

Deepak Gattala Deepak Gattala Austin, Texas Area Details
Deepak Gattala's Principal Financial Group Experience July 2002 - February 2003
Job Enterprise Business Intelligence at Dell
Industry Information Technology and Services
Experience
Dell  September 2008 - Present
Dell Inc  June 2008 - September 2008
RJ Reynolds  August 2007 - April 2008
Time Warner Cable  October 2005 - June 2007
CSAA  November 2004 - September 2005
Atlanta Gas Light  March 2003 - October 2004
Principal Financial Group   July 2002 - February 2003
Mylan Bertek Pharmaceuticals  October 2001 - June 2002

Skills
ETL, Data Warehousing, Teradata, Informatica, PL/SQL, Business Intelligence, Microsoft SQL Server, SDLC, Unix Shell Scripting, Dimensional Modeling, DB2, Business Objects, Big Data, Data Migration, SSIS, Perl, Toad, T-SQL, Ab Initio, Autosys, IIS, XML, Hadoop, Data Marts, ASP, Shell Scripting, Hive, Hbase, Impala, Cloudera Manager, Ambari, HDFS streaming, MapReduce, MongoDB, Rainstor ILM, Ganglia, Apache Pig, Flume, Sqoop, Hcatalog, Nagios, Aster Data, Apache Kafka, Apache Storm, Apache Spark

Education
California State University, Fresno
Masters, Computer Science

Kari Peacock Kari Peacock Greater Omaha Area Details
Kari Peacock's Principal Financial Group Experience May 2000 - July 2001
Job Director Employee Benefits at Union Pacific Railroad
Industry Transportation/Trucking/Railroad
Experience
Union Pacific Railroad  May 2015 - Present
Union P   May 2013 - May 2015
Union Pacific Railroad  June 2011 - May 2013
Union Pacific Railroad  January 2010 - May 2011
Union Pacific Railroad  December 2006 - January 2010
ConAgra Foods  August 2001 - December 2006
Principal Financial Group   May 2000 - July 2001

Skills
PeopleSoft, Strategic Planning, Compliance, Process Engineering, Performance Management

Education
Creighton University   2002 — 2004
MBA, Business

Buena Vista University   1996 — 2000
BA, Business

Cris Kittleson Cris Kittleson Greater Denver Area Details
Cris Kittleson's Principal Financial Group Experience August 2000 - May 2006
Job Account Manager at GreatWest Retirement Services
Industry Financial Services
Experience
PNP Plan Services   April 2010 - Present
Great-West Retirement Services  May 2006 - Present
Principal Financial Group   August 2000 - May 2006
Principal Financial Group   September 1992 - August 2000
Principal Financial Group   September 1991 - September 1992
mail services   February 1987 - March 1988

Skills
Series 63, Series 7, Mutual Funds, Retirement Plan..., Retirement, Retirement Planning, Pensions, Investments, Financial Services, Defined Benefit, Employee Benefits, Asset Allocation

Education
Buena Vista University   2002 — 2004
Bachelor of Arts (B.A.), Human Services, General, 3.6

Buena Vista University   2002 — 2004
Bachelor of Arts, Human Services and Psychology

Brian Picht Brian Picht Phoenix, Arizona Area Details
Brian Picht's Principal Financial Group Experience August 1989 - April 1998
Job Director Provider Delivery Account Management and Implementations
Industry Financial Services
Experience
Financial Engines  April 2012 - January 2014
Financial Engines  July 2006 - March 2012
Halliburton  January 2003 - June 2006
Hewitt Associates  June 2000 - January 2003
Aker Kvaerner  1999 - 2000
Hewitt Associates  April 1998 - April 1999
Principal Financial Group   August 1989 - April 1998

Skills
Pensions, Retirement Planning, Vendor Management, SDLC, Defined Benefit, Process Improvement, Financial Services, Software Project..., Project Management, Business Process..., PeopleSoft

Education
Buena Vista University   1994 — 1997
Business Management and Entrepreneurship, Business Management

Graceland University   1989 — 1993

RC High   1984 — 1989

Leah Churchman Leah Churchman Des Moines, Iowa Area Details
Leah Churchman's Principal Financial Group Experience 1996 - 2002
Job Senior Project Manager at Wellmark Blue Cross and Blue Shield of Iowa and South Dakota
Industry Insurance
Experience
Wellmark Blue Cross and Blue Shield of Iowa and South Dakota   August 2011 - Present
Farrell's eXtreme Bodyshaping, Inc.   August 2009 - May 2011
Principal Financial Group   1996 - 2002

Skills
Microsoft Project, Excel, Business Analysis, Project Management, Strategic Planning, Project Planning, SharePoint, Insurance, Team Leadership, Microsoft Office, Product Development, SDLC, Vendor Management, MS Project

Education
Buena Vista University   1988 — 1992
BA, Finance & Banking, Mathematics

Drake University
MBA, Business

Doug Dillivan Doug Dillivan Des Moines, Iowa Area Details
Doug Dillivan's Principal Financial Group Experience November 1994 - November 2000
Job Tax Analyst at Casey's General Stores Inc.
Industry Retail
Experience
Casey's General Stores Inc.   December 2007 - July 2013
Meredith  September 2006 - December 2007
Meredith  August 2005 - September 2006
Pella Corporation  March 2004 - August 2005
KPMG  November 2000 - March 2004
Principal Financial Group   November 1994 - November 2000

Skills
Tax, GAAP, Payroll, Fixed Assets

Education
Buena Vista University   1986 — 1990
B.A., Accounting

Jeremy Rinehart Jeremy Rinehart Des Moines, Iowa Area Details
Jeremy Rinehart's Principal Financial Group Experience December 2003 - Present
Job Financial Advisor/Retire Secure at Principal Financial Group/ChFC
Industry Investment Management
Experience
Principal Financial Group   December 2003 - Present
West Des Moines Financial Center   December 1998 - December 2003

Skills
401k, Mutual Funds, Retirement, Wealth Management, Retirement Planning, Fixed Annuities, Series 7, Investments, Investment Advisory, Asset Allocation, Holistic Financial..., Life Insurance, Indexed Annuities, Income for Life, 401k Rollovers, Saving for Education, Protection..., Individual Pension Plans, Public Speaking, Building Relationships, Building Business..., Investment Management, Tactical Asset..., Dynamic Asset Allocation, Insurance, Protection Planning, Series 6, Series 63, Uniform Combined State...

Education
Buena Vista University   1994 — 1998
Finance, Economics

Johnston High School   1990 — 1994

Gilbert Samba Gilbert Samba Waterloo, Iowa Area Details
Gilbert Samba's Principal Financial Group Experience March 2007 - Present
Job Sr. C.T.T at Principal Financial group
Industry Financial Services
Experience
Principal Financial group   March 2007 - Present
Eaton Corporation  February 2004 - December 2006
Footlocker Inc  September 2002 - October 2003
Citi Bank (T) Ltd   April 2002 - July 2002

Skills
Retirement Planning, Retirement, excellent in Microsoft..., Finance, 401k, Leadership

Education
Buena Vista University   2010 — 2012
Bachelor of Arts (B.A.), Accounting, 3.516

Waldorf College   1999 — 2002
Bachelor of Arts (B.A.), Finance and banking, minor in Management, 3.3567

Kyle Mace Kyle Mace Greater New York City Area Details
Kyle Mace's Principal Financial Group Experience 1997 - 2000
Job Marketing
Industry Financial Services
Experience
Mercer  July 2013 - Present
Marsh  December 2009 - July 2013
AIG  2001 - 2009
General Electric  2000 - 2001
Principal Financial Group   1997 - 2000

Skills
Marketing, Insurance, Strategic Planning, Marketing Communications, Business Strategy, Analysis, New Business Development, Marketing Strategy, Strategy, Risk Management, Brokers, Business Analysis

Education
Buena Vista University   1985 — 1989
Finance & Banking

Leticia Rosas Leticia Rosas Fresno, California Area Details
Leticia Rosas's Principal Financial Group Experience January 1990 - May 2002
Job Sr Auditor at Healthcomp
Industry Insurance
Experience
Healthcomp  May 2002 - Present
Principal Financial Group   January 1990 - May 2002

Education
California State University-Fresno
Bachelor of Arts (B.A.), History/Anthropology

Fresno City College
Theatre Arts/Art

Reedley College
Associate of Arts (A.A.), General Ed

Craig Brueckner Craig Brueckner Fresno, California Area Details
Craig Brueckner's Principal Financial Group Experience 1998 - 2003
Job Specializing in Employee Benefits and Retirement Plans
Industry Insurance
Experience
Self Employed  June 1998 - Present
Associated Builders & Contractors Northern California   2001 - Present
Principal Financial Group   1998 - 2003

Skills
Employee Benefits, Health Insurance, Insurance, Health Savings Accounts, Term Life Insurance, Disability Insurance, Team Building, Customer Service, Universal Life, 401k, Leadership, Budgets, Brokers, Long-term Care, Small Business, Benefits Administration, Life Insurance, New Business Development, Retirement, Pensions, Account Management, Training, Sales Management, IRAs, Fixed Annuities, Selling

Education
California State University-Fresno
Bachelors, Business, Financial Planning

Scott Boire Scott Boire Bondurant, Iowa Details
Scott Boire's Principal Financial Group Experience June 1995 - April 2001
Job Owner, Paint new homes and renovations at Colorworks of Iowa
Industry Construction
Experience
Colorworks of Iowa   February 2001 - Present
Colorworks of Iowa, LLC   February 2000 - Present
Principal Financial Group   June 1995 - April 2001

Skills
Construction, Paint, Woodworking, Construction Management, Contractors, Renovation, Contract Management, Contract Negotiation, Project Planning, Project Management, Negotiation, Residential Homes, Custom Homes, Decks, Budgets, Customer Service

Education
Buena Vista University   1991 — 1995
Business/Managerial Economics

Indian Hills Community College   1991 — 1995
Computer Science

Jon Chartier Jon Chartier Grimes, Iowa Details
Jon Chartier's Principal Financial Group Experience September 2013 - July 2014
Job Quality Assurance Team Lead at Principal Financial Group contract
Industry Information Technology and Services
Experience
Principal Financial Group - contract   December 2014 - Present
DuPont Pioneer  July 2014 - Present
YMCA of Greater Des Moines  October 2009 - Present
Principal Financial Group   September 2013 - July 2014
Wells Fargo Home Mortgage  March 2012 - September 2013
Aviva Life Insurance Company  May 2011 - March 2012
Aviva Life Insurance Company  July 2006 - May 2011
Wellsfargo  2006 - 2007
Marsh  October 2005 - October 2006
Marsh  May 2004 - October 2005

Skills
Quality Assurance, Agile Methodologies, Windows, Software Documentation, Active Directory, Testing, Servers, MS Project, User Acceptance Testing, Project Management, Databases, Unix, Business Process, Troubleshooting, SDLC, Quality Center, Regression Testing, Test Planning, Business Requirements, Waterfall, Test Cases, Security, SharePoint, Business Analysis, Process Improvement, Visio, Management, Requirements Analysis, Requirements Gathering, Technical Support, Analysis, Customer Service, Leadership, Manual Testing, Networking, HP Quality Center

Education
University of Phoenix   2001 — 2004
Master's degree, Computer Science, 3.5

Buena Vista University   1988 — 1992
Bachelor of Arts (B.A.), Business Administration and Management, General

Jason Jons Jason Jons West Des Moines, Iowa Details
Jason Jons's Principal Financial Group Experience February 2006 - November 2006
Job Senior Systems Analyst at Farm Bureau Financial Services
Industry Insurance
Experience
Farm Bureau Financial Services  November 2006 - Present
Principal Financial Group   February 2006 - November 2006
Farm Bureau Financial Services  November 1996 - February 2006

Skills
Database Administration, DB2, COBOL, SQL Server, Databases, Mainframe, SQL, Data Modeling, Data Warehousing, Microsoft SQL Server

Education
Buena Vista University

Erin Cottington Erin Cottington Des Moines, Iowa Area Details
Erin Cottington's Principal Financial Group Experience August 2015 - Present
Job Internal Wholesaler at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group   August 2015 - Present
Principal Financial Group   November 2014 - August 2015
Principal Financial Group   March 2013 - November 2014
Principal Financial Group   October 2011 - March 2013
The Principal Financial Group  February 2008 - October 2011
COUNTRY ® Financial  September 2005 - February 2008

Skills
Project Management, Writing, Microsoft Office, Marketing Communications, Event Management, Copy Editing, Data Analysis, Target Marketing, Customer Retention, Customer Service, Presentation Design, Event Planning, Strategic Communications, Email Marketing, Leadership

Education
Buena Vista University   2001 — 2005
BA, Communication, Business Management

Drake University   2007 — 2009
Masters of Communication Leadership

Bart Conner Bart Conner Indianapolis, Indiana Area Details
Bart Conner's Principal Financial Group Experience 2008 - Present
Job Financial Representative at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group   2008 - Present
Accredited Home Lenders  1999 - 2008

Skills
Retirement Planning, Mutual Funds, Investments, Strategic Financial..., Insurance, Financial Analysis, Retirement, Series 63, Fixed Annuities, Wealth Management

Education
Butler University   1992 — 1996
Bachelor of Science (BS), Finance, General

North Miami

Brent Hulbert Brent Hulbert Urbandale, Iowa Details
Brent Hulbert's Principal Financial Group Experience January 2006 - February 2008
Job Retirement Plan Consultant at 401(k) Advisors
Industry Financial Services
Experience
401(k) Advisors   March 2012 - Present
MassMutual Financial Group  April 2011 - March 2012
Holmes Murphy Financial Services  April 2010 - April 2011
Farm Bureau Financial Services  April 2008 - July 2010
Principal Financial Group   January 2006 - February 2008
Principal Financial Group   February 2003 - January 2006
Sears.com  July 2000 - February 2003

Skills
Insurance, New Business Development, Customer Service, Sales, 401k, Marketing Strategy

Education
Iowa State University   2003 — 2006
MBA, Marketing

Grand View College   1998 — 2002
B.A, Communications

Buena Vista University   1997 — 1998

Dee Mankle Dee Mankle Des Moines, Iowa Area Details
Dee Mankle's Principal Financial Group Experience July 1992 - June 2011
Job Finance and Treasury Management Consultant
Industry Financial Services
Experience
Principal Financial Group   July 1992 - June 2011
Zenith Electronics Corp.  March 1987 - June 1992

Skills
Treasury Management, Cash Management, Liquidity Management, Risk Management, Credit, Capital Markets, Contract Negotiation, Financial Risk, Banking, Corporate Finance, Global Custody, International Business, Foreign Currency..., Portfolio Management

Education
Thunderbird School of Global Management   1986 — 1986
MIM, International Finance, Spanish

Buena Vista University   1982 — 1985
B.A., Finance and Banking

Laura Corona Laura Corona Turlock, California Details
Laura Corona's Principal Financial Group Experience April 2014 - May 2015
Job Relationship Banker at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co.   July 2015 - Present
Principal Financial Group   April 2014 - May 2015
Pluris Financial Group   July 2003 - July 2013

Skills
Life Insurance, Fixed Annuities, Cold Calling, Insurance, Disability Insurance, Sales, Retirement Planning, Wealth Management, Mutual Funds, Long-term Care, Leadership, Marketing Strategy, New Business Development, Long Term Care Insurance, Customer Service, Estate Planning, Social Media, Business Strategy, Microsoft Office, Term Life Insurance

Education
CSU Stanislaus   2000 — 2003
BS, Finance

Sara Bergkamp Sara Bergkamp Des Moines, Iowa Area Details
Sara Bergkamp's Principal Financial Group Experience November 2013 - Present
Job BGA Relationship Manager at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group   November 2013 - Present
Principal Financial Group   March 2011 - November 2013
Principal Financial Group   January 2007 - March 2011

Skills
Series 7

Education
Buena Vista University
Business Management

Muhammad Ali Haider Muhammad Ali Haider Mason City, Iowa Details
Muhammad Ali Haider's Principal Financial Group Experience October 2014 - Present
Job CSA at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group   October 2014 - Present

Education
Buena Vista University   2013 — 2015
Bachelor's degree, Banking and Finance, Cum Laude 2015

Karachi University   2006 — 2009
Bachelor's degree, Business/Commerce, General

Jennifer Taber Jennifer Taber Sacramento, California Area Details
Jennifer Taber's Principal Financial Group Experience April 2011 - Present
Job Sales Executive at Principal Financial Group
Industry Insurance
Experience
Principal Financial Group   April 2011 - Present
Reliance Standard  2006 - 2011

Skills
Account Management, Insurance

Education
California Polytechnic State University-San Luis Obispo   2002 — 2006
BS, Business Marketing

robert mandolesi robert mandolesi Visalia, California Area Details
robert mandolesi's Principal Financial Group Experience July 2013 - Present
Job Senior Financial Services Representative at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group   July 2013 - Present
Principal Financial Group   September 1998 - June 2013
Xerox Corporation  January 1971 - December 1982

Skills
Series 7, Retirement Planning, Mutual Funds, Investments, 401k, Retirement, Strategic Financial..., Fixed Annuities, Insurance, Estate Planning, Life Insurance, Wealth Management, Strategic Planning, Series 63, Disability Insurance, Employee Benefits, Asset Management, Financial Services, Portfolio Management, Leadership

Education
California State University, Fresno   1964 — 1968
BS, Business Administration

Bettina Miller Bettina Miller Kansas City, Missouri Area Details
Bettina Miller's Principal Financial Group Experience July 1992 - June 2009
Job Former manager in retirement services
Industry Financial Services
Experience
none  August 2012 - Present
Kidder Advisers, LLC   June 2011 - September 2012
Principal Financial Group   July 1992 - June 2009

Skills
Series 7, Retirement, 401k, Series 63, Retirement Planning, Investments, Employee Benefits

Education
Buena Vista University
BA, Finance

Hal Hackbarth Hal Hackbarth Des Moines, Iowa Area Details
Hal Hackbarth's Principal Financial Group Experience May 2006 - March 2010
Job Contract Analyst Wells Fargo
Industry Staffing and Recruiting
Experience
Wells Fargo  March 2015 - Present
Wells Fargo Bank  August 2011 - February 2015
Wells Fargo  2015 - 2015
Wells Fargo  2015 - 2015
K2 Partnering Solutions  April 2010 - August 2011
Principal Financial Group   May 2006 - March 2010

Skills
Business Analysis, Insurance, Negotiation, Process Improvement, Analysis, Financial Analysis, Contract Negotiation, Team Building

Education
Buena Vista University   1988 — 1990
B.A., Business Management

Josh Muhlbauer Josh Muhlbauer Des Moines, Iowa Area Details
Josh Muhlbauer's Principal Financial Group Experience January 2001 - Present
Job IT Analyst Senior at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group   January 2001 - Present

Skills
DB2, Requirements Gathering, SQL, Visio, Business Requirements, SharePoint, Java, IBM BPM, Lombardi Teamworks, IBPM, HP Exstream, XSLT

Education
Buena Vista University   1997 — 2001
Bachelor's degree, Management Information Systems, General

Thayer Brett Thayer Brett Des Moines, Iowa Area Details
Thayer Brett's Principal Financial Group Experience March 2000 - Present
Job IT Systems Analyst Sr at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group   March 2000 - Present
Nationwide Insurance  February 1999 - March 2000
Principal Financial Group   June 1990 - January 1999

Skills
JCL, SDLC, COBOL, CICS, Requirements Gathering, DB2, Visio, Mainframe, Xpediter, SPUFI, VSAM, SharePoint, SQL, Systems Analysis, Requirements Analysis, Fileaid, Data Analysis, TSO

Education
Buena Vista University   1986 — 1990
Bachelor of Arts (BA), Managemenet Information Systems

Pam Hellman Pam Hellman Des Moines, Iowa Area Details
Pam Hellman's Principal Financial Group Experience October 2000 - February 2002
Job Marketing Project Analyst at American Republic Insurance
Industry Insurance
Experience
American Republic Insurance  May 2002 - Present
Principal Financial Group   October 2000 - February 2002
Principal Financial Group   January 1994 - October 2000

Education
Buena Vista University   1988 — 1991
Bachelor of Arts (BA), Business Administration and Management, General

Orian Cummings Orian Cummings Greater Boston Area Details
Orian Cummings's Principal Financial Group Experience January 1998 - January 1999
Job Benefits Associate at State Street
Industry Financial Services
Experience
State Street  November 2008 - Present
Statestreet Corporation  January 2007 - Present
New York Life  January 2003 - Present
John Hancock Financial  January 1999 - January 2001
Principal Financial Group   January 1998 - January 1999
New England Financial  January 1995 - January 1998

Skills
Account Reconciliation, Payroll, ADP Payroll, Management, Access, CRM, Training, Insurance, Team Building, Customer Service

Education
Bunker Hill Community College   2000 — 2002
Associate Degree, Business Management

Peggy Ploeger Peggy Ploeger Des Moines, Iowa Area Details
Peggy Ploeger's Principal Financial Group Experience 2011 - 2011
Job Exercise Specialist, Director of Group Fitness, Mad Dogg Spinning Cert.
Industry Health, Wellness and Fitness
Experience
Johnny's Italian Steakhouse  December 2010 - November 2014
Principal Wellness   May 2011 - December 2013
Principal Financial Group   2011 - 2011
Indian Hills Community College  May 2008 - November 2010

Skills
Hospitality, Food & Beverage, Restaurants, Customer Service, Microsoft Office, Higher Education, Administrative..., Sports Coaching, Supervising, Employee Training, Personal Training, Microsoft Excel

Education
Buena Vista University   2005 — 2006
Bachelor's degree, Exercise Science

Indian Hills Community College   2002 — 2004
Associate of Arts (A.A.), General Education

Nikki Hightshoe Nikki Hightshoe Des Moines, Iowa Area Details
Nikki Hightshoe's Principal Financial Group Experience March 2000 - September 2012
Job Medical Claims Analyst at Principal Financial Group
Industry Financial Services
Experience
Boone Middle School   August 2013 - Present
Principal Financial Group   March 2000 - September 2012
Gateway Insurance   July 1997 - March 2000

Skills
Risk Management, Strategic Planning, Business Analysis, Finance, Managed Care, Analysis, Process Improvement, Fundraising, Data Entry, SharePoint, Software Documentation, Invoicing, Leadership, Outlook, Medical Billing, Underwriting, Policy, Microsoft Excel, Teamwork, Health Insurance

Education
Buena Vista University   1995 — 1997
Bachelor's degree, Double Major Psychology and Human Services

Southwestern Community College   1993 — 1995
AA

Jeff Van Baale Jeff Van Baale Ankeny, Iowa Details
Jeff Van Baale's Principal Financial Group Experience March 2008 - Present
Job AVP IT at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group   March 2008 - Present

Skills
401k, Investments, Information Technology, Architecture, SDLC, COBOL

Education
Buena Vista University
Bachelor's degree, Management Science

Indian Hills Community College
Associate of Arts (AA), Computer Programming

Belinda Gaviola Belinda Gaviola Avon, Indiana Details
Belinda Gaviola's Principal Financial Group Experience January 2012 - Present
Job Digital Strategist at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group   January 2012 - Present
Principal Financial Group   April 2011 - December 2011
Principal Financial Group   June 2007 - March 2011
Principal Financial Group   March 2005 - May 2007
Principal Financial Group   June 2003 - February 2005
Principal Financial Group   October 2001 - May 2003

Skills
Strategic Communications, Marketing Communications, Strategic Planning, Digital Strategy, Marketing Strategy, Corporate Communications, Digital Marketing, Web Analytics

Education
University of Indianapolis   2011 — 2016
Masters's degree (in progress), International Relations

Butler University   1997 — 2001
BA, International Studies

August Blass August Blass San Francisco Bay Area Details
August Blass's Principal Financial Group Experience April 2015 - Present
Job Principal Financial Group Bay Area Buisness Center
Industry Financial Services
Experience
MEDIFITS   July 2015 - Present
Principal Financial Group   April 2015 - Present
Janus Capital Asset Management Group   June 2006 - June 2011

Skills
Deferred Compensation..., Tax - Deferred Savings, Pension Plans, Key..., Business Continuation..., Buy Sell Agreements,..., 401 (k) 403 (b), SEP &..., Mutual Funds, Annuities (Variable &...

Education
California State University-East Bay
Bachelor's degree, Business/Commerce, General

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