Principal Financial Group
Industry: Financial investment management company
DescriptionThe Principal Financial Group is a global financial investment management and insurance company headquartered in Des Moines, Iowa. Headquarters: Des Moines, Iowa, United States CEO: Daniel Joseph Houston (18 Aug 2015–) Assets under management: 692.4 billion USD (2017) Subsidiaries: Principal Securities, Inc.,
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Principal Financial Group Employees
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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)
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
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
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
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)
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
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
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
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
Principal Financial Group January 2010 - Present
Education
Buena Vista University
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Principal Financial Group
Skills
401k, Retirement, Series 63, Mutual Funds, Series 7, Asset Allocation, Wealth Management, Retirement Planning
Education
Buena Vista University 1994 — 1999
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
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
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
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
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
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
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
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
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
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
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
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.
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
Principal Financial Group August 2011 - Present
Principal Financial Group July 2001 - May 2009
Education
Buena Vista University 1987 — 1991
BA, History, Secondary Education
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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