Principal Financial Group
Industry: Financial investment management company
DescriptionThe Principal Financial Group is a global financial investment management and insurance company headquartered in Des Moines, Iowa. Headquarters: Des Moines, Iowa, United States CEO: Daniel Joseph Houston (18 Aug 2015–) Assets under management: 692.4 billion USD (2017) Subsidiaries: Principal Securities, Inc.,
Principal Financial Group List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Principal Financial Group. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Principal Financial Group Salaries. You can even request information on how much does Principal Financial Group pay if you want to. Learn about salaries, pros and cons of working for Principal Financial Group directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
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
Marc Lammy Marc Lammy's Principal Financial Group Experience July 1997 - August 2001
Job Financial Advisor/Financial Planner Preparing You for a 30Year Retirement
Industry Financial Services
Experience
NEXT Financial Group, Inc.member FINRA/SIPC January 2004 - Present
APEX Financial L.L.C. January 2004 - Present
GE Financial Advisors September 2001 - December 2003
Principal Financial Group July 1997 - August 2001
Consumer Credit Counseling Service of Mid Missouri July 1989 - June 1997
University of Missouri August 1987 - January 1989
Advent Enterprises (now Job Point) April 1982 - May 1988
Skills
Independent Advisor, Investments, Portfolio Management, Income Generating..., Investment Advisory, Financial Planning, Retirement Planning, Retirement Income..., 401k, 401k Rollovers, 401k Consulting, Retirement Solutions, IRAs, SIMPLE IRAs, SEP IRAs, Roth IRAs, IRA Rollovers, Alternative Investments, Group Benefit Plans, College Education..., 529 Plans, Strategic Planning, Estate Planning, Insurance, Long Term Care Insurance, Life Insurance, Disability Insurance, Research, Risk Management, Customer Service, Budgets, Negotiation, Personal Development, Public Speaking
Education
University of Missouri-Columbia 1978 — 1979
Master's degree, Counseling Psychology and Personnel Services
University of Missouri-Columbia 1974 — 1978
Bachelor of Arts (B.A.)
NEXT Financial Group, Inc.member FINRA/SIPC January 2004 - Present
APEX Financial L.L.C. January 2004 - Present
GE Financial Advisors September 2001 - December 2003
Principal Financial Group July 1997 - August 2001
Consumer Credit Counseling Service of Mid Missouri July 1989 - June 1997
University of Missouri August 1987 - January 1989
Advent Enterprises (now Job Point) April 1982 - May 1988
Skills
Independent Advisor, Investments, Portfolio Management, Income Generating..., Investment Advisory, Financial Planning, Retirement Planning, Retirement Income..., 401k, 401k Rollovers, 401k Consulting, Retirement Solutions, IRAs, SIMPLE IRAs, SEP IRAs, Roth IRAs, IRA Rollovers, Alternative Investments, Group Benefit Plans, College Education..., 529 Plans, Strategic Planning, Estate Planning, Insurance, Long Term Care Insurance, Life Insurance, Disability Insurance, Research, Risk Management, Customer Service, Budgets, Negotiation, Personal Development, Public Speaking
Education
University of Missouri-Columbia 1978 — 1979
Master's degree, Counseling Psychology and Personnel Services
University of Missouri-Columbia 1974 — 1978
Bachelor of Arts (B.A.)
Adolph Payne Adolph Payne's Principal Financial Group Experience June 2014 - October 2014
Job Financial Advisor at C2 Wealth Strategies
Industry Financial Services
Experience
C2 Wealth Strategies November 2014 - Present
Principal Financial Group June 2014 - October 2014
DailyAccess Corporation June 2008 - March 2014
DailyAccess Corporation February 2007 - June 2008
Skills
Employee Benefits, Qualified Retirement..., 401k, Retirement, Investments, Mutual Funds, Retirement Planning, Insurance, Relationship Management, Financial Advisory, Defined Contribution, Profit Sharing, IRAs, Securities
Education
University of Mobile 1996 — 2001
Bachelor of Science (BS), Finance and Financial Management Services
C2 Wealth Strategies November 2014 - Present
Principal Financial Group June 2014 - October 2014
DailyAccess Corporation June 2008 - March 2014
DailyAccess Corporation February 2007 - June 2008
Skills
Employee Benefits, Qualified Retirement..., 401k, Retirement, Investments, Mutual Funds, Retirement Planning, Insurance, Relationship Management, Financial Advisory, Defined Contribution, Profit Sharing, IRAs, Securities
Education
University of Mobile 1996 — 2001
Bachelor of Science (BS), Finance and Financial Management Services
Michael Borrelli Michael Borrelli's Principal Financial Group Experience June 2014 - Present
Job Regional Retirement Specialist Retirement Sales Representative for Principal Financial Group, Princor Registered Rep
Industry Financial Services
Experience
Principal Financial Group June 2014 - Present
Principal Financial Group 2010 - 2014
Wells Fargo Advisors August 2008 - November 2010
Skills
Defined Benefit, Asset Management, Qualified Retirement..., 401(k), 403(b), Deferred Compensation, Executive Benefit..., Pension Plans, 401k
Education
University of Maryland - Robert H. Smith School of Business 2004 — 2008
Bachelor's Degree, Finance
Principal Financial Group June 2014 - Present
Principal Financial Group 2010 - 2014
Wells Fargo Advisors August 2008 - November 2010
Skills
Defined Benefit, Asset Management, Qualified Retirement..., 401(k), 403(b), Deferred Compensation, Executive Benefit..., Pension Plans, 401k
Education
University of Maryland - Robert H. Smith School of Business 2004 — 2008
Bachelor's Degree, Finance
Timothy Ross Timothy Ross's Principal Financial Group Experience August 2005 - August 2006
Job Senior Underwriter, Specialty Medical Programs at PartnerRe (Health Division)
Industry Insurance
Experience
PartnerRe (Health Division) July 2014 - Present
Avera Health January 2012 - June 2014
Dean Health Plan January 2007 - January 2012
Principal Financial Group August 2005 - August 2006
Humana February 2002 - July 2005
Health Net 2000 - 2001
New West Health Services 1997 - 2000
First Interstate Bank 1993 - 1994
FHP Healthcare 1992 - 1993
Skills
Employee Benefits, Risk Management, Claim, Managed Care, Leadership, Analysis, Healthcare, Reinsurance, Insurance, Brokers, New Business Development, Sales, Budgets, Financial Risk, Actuarial Science, Financial Analysis, Risk Analytics, Disability Insurance, Management, Medicare, Health Care Reform, Medicaid, HIPAA, Health Policy, HMO, Self-funded, Healthcare Consulting, Healthcare Industry, Revenue Cycle, Benefits Administration, Business Analysis, Strategic Planning, Hospitals, Pricing, Finance, Healthcare Information..., Health Savings Accounts, Medical Terminology, Process Improvement, Medical Compliance, Utilization Management, Physician Relations, Provider Relations, Healthcare Management, PPO, Financial Reporting, Financial Modeling, Strategic Financial..., Human Resources, Health Insurance
Education
The University of Montana 1990 — 1992
MPA, Public Administration (Health Policy)
Groveton High School
Virginia Polytechnic Institute and State University - Pamplin College of Business
Bachelor of Science, Business Administration - Finance
PartnerRe (Health Division) July 2014 - Present
Avera Health January 2012 - June 2014
Dean Health Plan January 2007 - January 2012
Principal Financial Group August 2005 - August 2006
Humana February 2002 - July 2005
Health Net 2000 - 2001
New West Health Services 1997 - 2000
First Interstate Bank 1993 - 1994
FHP Healthcare 1992 - 1993
Skills
Employee Benefits, Risk Management, Claim, Managed Care, Leadership, Analysis, Healthcare, Reinsurance, Insurance, Brokers, New Business Development, Sales, Budgets, Financial Risk, Actuarial Science, Financial Analysis, Risk Analytics, Disability Insurance, Management, Medicare, Health Care Reform, Medicaid, HIPAA, Health Policy, HMO, Self-funded, Healthcare Consulting, Healthcare Industry, Revenue Cycle, Benefits Administration, Business Analysis, Strategic Planning, Hospitals, Pricing, Finance, Healthcare Information..., Health Savings Accounts, Medical Terminology, Process Improvement, Medical Compliance, Utilization Management, Physician Relations, Provider Relations, Healthcare Management, PPO, Financial Reporting, Financial Modeling, Strategic Financial..., Human Resources, Health Insurance
Education
The University of Montana 1990 — 1992
MPA, Public Administration (Health Policy)
Groveton High School
Virginia Polytechnic Institute and State University - Pamplin College of Business
Bachelor of Science, Business Administration - Finance
Kathy Costner Kathy Costner's Principal Financial Group Experience July 2009 - Present
Job Financial Advisor / Princor Registered Representative at Principal Financial Group
Industry Investment Management
Experience
Principal Financial Group July 2009 - Present
Safety-Kleen August 2008 - January 2009
BancTec, Inc. September 2007 - August 2008
Pilgrim's Pride January 2006 - July 2007
K McIhenny Inc. Investor Relations 1990 - 2005
Skills
401 (k), 403 (b), SEP &..., Annuities (Variable &..., Asset Allocation, Business Continuation..., Business Overhead..., Buy-Sell Agreements, Buy-Sell Review, Charitable Giving, College Funding..., Deferred Compensation..., Dental Insurance, Disability Income..., Estate Planning, Executive Benefits..., Financial Needs Analysis, Income Protection, Informal Business..., IRAs (Traditional &..., Key Person Insurance, Long-Term Care Insurance, Mutual Funds, Pension Plans, Salary Continuation, Series 6, 63, 65..., Split Dollar Plans, Supplemental Retirement..., Survivor Income, Tax-Deferred Savings, Term Life Insurance, Universal Life Insurance, Wellness Programs, Wealth Accumulation, Whole Life Insurance
Education
Institute of Business, California 2011 — 2011
Certification, Estate and Trust
University of Louisiana at Lafayette 2001 — 2002
MBA, Business Administration, Management and Operations
University of North Carolina at Charlotte 1980 — 1981
Master of Education (MHDL), Special Education & Gifted and Talented
Principal Financial Group July 2009 - Present
Safety-Kleen August 2008 - January 2009
BancTec, Inc. September 2007 - August 2008
Pilgrim's Pride January 2006 - July 2007
K McIhenny Inc. Investor Relations 1990 - 2005
Skills
401 (k), 403 (b), SEP &..., Annuities (Variable &..., Asset Allocation, Business Continuation..., Business Overhead..., Buy-Sell Agreements, Buy-Sell Review, Charitable Giving, College Funding..., Deferred Compensation..., Dental Insurance, Disability Income..., Estate Planning, Executive Benefits..., Financial Needs Analysis, Income Protection, Informal Business..., IRAs (Traditional &..., Key Person Insurance, Long-Term Care Insurance, Mutual Funds, Pension Plans, Salary Continuation, Series 6, 63, 65..., Split Dollar Plans, Supplemental Retirement..., Survivor Income, Tax-Deferred Savings, Term Life Insurance, Universal Life Insurance, Wellness Programs, Wealth Accumulation, Whole Life Insurance
Education
Institute of Business, California 2011 — 2011
Certification, Estate and Trust
University of Louisiana at Lafayette 2001 — 2002
MBA, Business Administration, Management and Operations
University of North Carolina at Charlotte 1980 — 1981
Master of Education (MHDL), Special Education & Gifted and Talented
Danielle Francis Danielle Francis's Principal Financial Group Experience October 2003 - July 2004
Job Student at University of MissouriSaint Louis
Industry Medical Practice
Experience
Mary Kay Inc. February 2010 - Present
University of Missouri - St. Louis August 2012 - January 2014
US Army August 2004 - June 2011
Principal Financial Group October 2003 - July 2004
Skills
Academic Tutoring, Organization, Team Leadership, Teamwork, PowerPoint, Microsoft Word, Data Entry, Leadership, Research, Microsoft Excel, Microsoft Office, Customer Service, Sales, Team-oriented, Highly detail oriented, People Skills, Close Attention to..., Filing, Critical Thinking, Time Management, Public Speaking, Windows, English, Office Management, Tutoring, Office Administration, Data Analysis, Goal Oriented, Dependable Team Player
Education
University of Missouri-Saint Louis 2011 — 2016
Bachelor of Science (BS), Nursing
Mary Kay Inc. February 2010 - Present
University of Missouri - St. Louis August 2012 - January 2014
US Army August 2004 - June 2011
Principal Financial Group October 2003 - July 2004
Skills
Academic Tutoring, Organization, Team Leadership, Teamwork, PowerPoint, Microsoft Word, Data Entry, Leadership, Research, Microsoft Excel, Microsoft Office, Customer Service, Sales, Team-oriented, Highly detail oriented, People Skills, Close Attention to..., Filing, Critical Thinking, Time Management, Public Speaking, Windows, English, Office Management, Tutoring, Office Administration, Data Analysis, Goal Oriented, Dependable Team Player
Education
University of Missouri-Saint Louis 2011 — 2016
Bachelor of Science (BS), Nursing
Katelyn Tessier's Principal Financial Group Experience 2011 - Present
Job Teaching Assistant for Pubh 6450: Biostatistics I at University of Minnesota School of Public Health
Industry Research
Experience
University of Minnesota School of Public Health August 2015 - Present
McNamara Academic Center June 2015 - Present
Principal Financial Group 2011 - Present
Crystal Cove Aquatics Center May 2013 - August 2015
University of Minnesota- Duluth September 2013 - May 2015
University of Minnesota-Duluth September 2013 - December 2013
Golden Valley Phoenix Soccer Club May 2010 - March 2012
Skills
Statistics, Data Analysis, R, Finance, Visual Basic, Microsoft Word, Microsoft Office, Microsoft Excel, Research
Education
University of Minnesota-Twin Cities 2015 — 2017
Master of Science (M.S.), Biostatistics
University of Minnesota-Duluth 2012 — 2015
Bachelor of Science (B.S.), Statistics and Actuarial Science
Robbinsdale Armstrong High School 2008 — 2012
University of Minnesota School of Public Health August 2015 - Present
McNamara Academic Center June 2015 - Present
Principal Financial Group 2011 - Present
Crystal Cove Aquatics Center May 2013 - August 2015
University of Minnesota- Duluth September 2013 - May 2015
University of Minnesota-Duluth September 2013 - December 2013
Golden Valley Phoenix Soccer Club May 2010 - March 2012
Skills
Statistics, Data Analysis, R, Finance, Visual Basic, Microsoft Word, Microsoft Office, Microsoft Excel, Research
Education
University of Minnesota-Twin Cities 2015 — 2017
Master of Science (M.S.), Biostatistics
University of Minnesota-Duluth 2012 — 2015
Bachelor of Science (B.S.), Statistics and Actuarial Science
Robbinsdale Armstrong High School 2008 — 2012
Rachel Friedlander Rachel Friedlander's Principal Financial Group Experience May 2015 - Present
Job Attorney
Industry Financial Services
Experience
Principal Financial Group May 2015 - Present
Life Care Services August 2013 - May 2015
Journal of Gender, Race & Justice March 2012 - May 2013
Feikens, Stevens, Kennedy & Galbraith May 2012 - August 2012
Professor Emeritus William Buss August 2011 - August 2012
University of Michigan Health System May 2011 - August 2011
Ned Staebler for State Representative October 2009 - August 2010
Latino Health Communications January 2010 - July 2010
Office of Senator John Kerry May 2009 - August 2009
Office of Congressman John Conyers, Jr. & Office of Congressman John D. Dingell May 2008 - August 2008
Skills
Public Policy, Research, Nonprofits, Politics, Public Speaking, Policy Analysis, Political Campaigns, Community Outreach, Policy, Legislative Relations, Legal Writing, Political Science, Community Organizing, Grassroots Organizing, Legislation
Education
University of Iowa College of Law 2010 — 2013
Doctor of Law (J.D.)
University of Michigan 2006 — 2010
BA, Public Policy
Principal Financial Group May 2015 - Present
Life Care Services August 2013 - May 2015
Journal of Gender, Race & Justice March 2012 - May 2013
Feikens, Stevens, Kennedy & Galbraith May 2012 - August 2012
Professor Emeritus William Buss August 2011 - August 2012
University of Michigan Health System May 2011 - August 2011
Ned Staebler for State Representative October 2009 - August 2010
Latino Health Communications January 2010 - July 2010
Office of Senator John Kerry May 2009 - August 2009
Office of Congressman John Conyers, Jr. & Office of Congressman John D. Dingell May 2008 - August 2008
Skills
Public Policy, Research, Nonprofits, Politics, Public Speaking, Policy Analysis, Political Campaigns, Community Outreach, Policy, Legislative Relations, Legal Writing, Political Science, Community Organizing, Grassroots Organizing, Legislation
Education
University of Iowa College of Law 2010 — 2013
Doctor of Law (J.D.)
University of Michigan 2006 — 2010
BA, Public Policy
Chriska François's Principal Financial Group Experience June 2008 - August 2008
Job Intern at U.S. Department of Education (Office for Civil Rights)
Industry Law Practice
Experience
U.S. Department of Education June 2015 - Present
Académie Lafayette June 2013 - Present
Missouri Court of Appeals (Western District) December 2014 - January 2015
Centre International d'Études Pedagogiques September 2013 - April 2014
Withers, Brant, Igoe & Mullennix, P.C. June 2012 - May 2013
Kauffman Scholars Inc. 2011 - 2012
William Jewell College 2009 - 2011
Principal Financial Group June 2008 - August 2008
Skills
Public Speaking, Critical Thinking, Research, Leadership, Event Planning, Microsoft Office, Teaching, PowerPoint, Community Outreach, Data Analysis, Customer Service, Foreign Languages, Editing, Program Development, Microsoft Word, Time Management, Social Media, Fundraising, Higher Education, Psychology, Academic Writing
Education
University of Missouri-Kansas City School of Law 2014 — 2017
Juris Doctor (J.D.)
William Jewell College 2009 — 2013
Bachelor of Arts (B.A.), Psychology/ACT-In/French/Pre-Law
U.S. Department of Education June 2015 - Present
Académie Lafayette June 2013 - Present
Missouri Court of Appeals (Western District) December 2014 - January 2015
Centre International d'Études Pedagogiques September 2013 - April 2014
Withers, Brant, Igoe & Mullennix, P.C. June 2012 - May 2013
Kauffman Scholars Inc. 2011 - 2012
William Jewell College 2009 - 2011
Principal Financial Group June 2008 - August 2008
Skills
Public Speaking, Critical Thinking, Research, Leadership, Event Planning, Microsoft Office, Teaching, PowerPoint, Community Outreach, Data Analysis, Customer Service, Foreign Languages, Editing, Program Development, Microsoft Word, Time Management, Social Media, Fundraising, Higher Education, Psychology, Academic Writing
Education
University of Missouri-Kansas City School of Law 2014 — 2017
Juris Doctor (J.D.)
William Jewell College 2009 — 2013
Bachelor of Arts (B.A.), Psychology/ACT-In/French/Pre-Law
J Michael Sills's Principal Financial Group Experience December 2010 - Present
Job Registered Representative at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group December 2010 - Present
Sills Insurance and Investments March 1994 - Present
Skills
Retirement Planning, Fixed Annuities, Disability Insurance, Mutual Funds, 401k, Term Life Insurance, IRAs, Life Insurance, Retirement, Series 6, Health Insurance, Financial Services, Long Term Care Insurance, Estate Planning, Long-term Care
Education
University of Louisville 1972 — 1976
Bachelor of Arts (BA), Political Science and Government
Breckinridge Co High 1968 — 1972
Principal Financial Group December 2010 - Present
Sills Insurance and Investments March 1994 - Present
Skills
Retirement Planning, Fixed Annuities, Disability Insurance, Mutual Funds, 401k, Term Life Insurance, IRAs, Life Insurance, Retirement, Series 6, Health Insurance, Financial Services, Long Term Care Insurance, Estate Planning, Long-term Care
Education
University of Louisville 1972 — 1976
Bachelor of Arts (BA), Political Science and Government
Breckinridge Co High 1968 — 1972
Jason Harvill Jason Harvill's Principal Financial Group Experience June 2012 - Present
Job Internal Wholesaler at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group June 2012 - Present
Vocus February 2012 - May 2012
Skills
Series 7, Series 63, Retirement, 401k
Education
University of Maryland College Park 2005 — 2009
Bachelor of Arts (BA), Economics
Principal Financial Group June 2012 - Present
Vocus February 2012 - May 2012
Skills
Series 7, Series 63, Retirement, 401k
Education
University of Maryland College Park 2005 — 2009
Bachelor of Arts (BA), Economics
Ashley Scheiller Ashley Scheiller's Principal Financial Group Experience October 2011 - July 2014
Job Executive Assistant at Capital One
Industry Public Relations and Communications
Experience
Capital One November 2014 - Present
Private Investment Group July 2014 - August 2014
Principal Financial Group October 2011 - July 2014
University of Minnesota Duluth, School of Fine Arts September 2008 - December 2010
University of Minnesota Duluth, Housing & Residence Life August 2009 - August 2010
Skills
Crisis Communications, Event Planning, Creative Writing, Journalism, Research, Marketing Communications, Conflict Resolution, Team Building, Data Analysis, Liasoning, Public Relations, Mass Mailing, Office Administration, Digital Photography, Customer Service, Sales, Professional Writing
Education
University of Minnesota-Duluth 2006 — 2010
Bachelor of Arts (B.A.), Mass Communication/Media Studies
Capital One November 2014 - Present
Private Investment Group July 2014 - August 2014
Principal Financial Group October 2011 - July 2014
University of Minnesota Duluth, School of Fine Arts September 2008 - December 2010
University of Minnesota Duluth, Housing & Residence Life August 2009 - August 2010
Skills
Crisis Communications, Event Planning, Creative Writing, Journalism, Research, Marketing Communications, Conflict Resolution, Team Building, Data Analysis, Liasoning, Public Relations, Mass Mailing, Office Administration, Digital Photography, Customer Service, Sales, Professional Writing
Education
University of Minnesota-Duluth 2006 — 2010
Bachelor of Arts (B.A.), Mass Communication/Media Studies
Thomas Coonley, CLU, ChFC Thomas Coonley, CLU, ChFC's Principal Financial Group Experience January 2008 - Present
Job Director of Development at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group January 2008 - Present
Time Financial Services November 1999 - October 2006
Principal Financial Group March 1996 - November 1999
Skills
Insurance, Life Insurance, Estate Planning, 401k, Mutual Funds, Disability Insurance, Fixed Annuities, Retirement Planning, Management, Leadership
Education
University of Maine
Bachelor of Science (B.S.), Business Administration and Marketing
Principal Financial Group January 2008 - Present
Time Financial Services November 1999 - October 2006
Principal Financial Group March 1996 - November 1999
Skills
Insurance, Life Insurance, Estate Planning, 401k, Mutual Funds, Disability Insurance, Fixed Annuities, Retirement Planning, Management, Leadership
Education
University of Maine
Bachelor of Science (B.S.), Business Administration and Marketing
Michael Rush Michael Rush's Principal Financial Group Experience June 2006 - January 2009
Job Vice President at Bank of America Merrill Lynch Global Banking and Markets
Industry Banking
Experience
Bank of America Merrill Lynch November 2014 - Present
Bank of America May 2013 - Present
Bank of America 2012 - May 2013
British Energy May 2009 - 2012
Wells Fargo December 2008 - June 2009
Principal Financial Group June 2006 - January 2009
Whirlpool Corporation November 2002 - June 2006
Systrand-Krupp Corp 1999 - 2002
Anheuser-Busch InBev January 1996 - October 1999
Skills
Strategy, Lecturing, Program Management, Project Management, Change Management, Team Leadership, Vendor Management, Risk Management, Project Planning, Operations Management, IT Strategy, Team Building, Business Analysis, Leadership, Strategic Planning, Enterprise Architecture, Negotiation, Training, Analysis, Mergers & Acquisitions, Visio, Cross-functional Team..., Business Strategy, Team Management, Management, Management Consulting, Business Intelligence, Banking, Integration
Education
University of Massachusetts, Amherst
Bank of America Merrill Lynch November 2014 - Present
Bank of America May 2013 - Present
Bank of America 2012 - May 2013
British Energy May 2009 - 2012
Wells Fargo December 2008 - June 2009
Principal Financial Group June 2006 - January 2009
Whirlpool Corporation November 2002 - June 2006
Systrand-Krupp Corp 1999 - 2002
Anheuser-Busch InBev January 1996 - October 1999
Skills
Strategy, Lecturing, Program Management, Project Management, Change Management, Team Leadership, Vendor Management, Risk Management, Project Planning, Operations Management, IT Strategy, Team Building, Business Analysis, Leadership, Strategic Planning, Enterprise Architecture, Negotiation, Training, Analysis, Mergers & Acquisitions, Visio, Cross-functional Team..., Business Strategy, Team Management, Management, Management Consulting, Business Intelligence, Banking, Integration
Education
University of Massachusetts, Amherst
Ara AJ Karian, CPA, CFP Ara AJ Karian, CPA, CFP's Principal Financial Group Experience November 2009 - Present
Job Agent & Broker at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group November 2009 - Present
Sheriton Hotel 1987 - 1988
Bayland Publishing a/k/a Houston Home & Garden Magazine February 1979 - November 1981
Sheraton Hotels January 1977 - October 1978
Tobias Fleishman & Shapiro CPA September 1973 - August 1976
Skills
Insurance, Health Insurance, Disability Insurance, Life Insurance, Accounting, Employee Benefits, Long-term Care, Management, Retirement Planning, Mutual Funds, Term Life Insurance, Fixed Annuities, Estate Planning, Health Savings Accounts, Brokers
Education
University of Massachusetts, Amherst 1969 — 1973
Bachelor's degree, Accounting
Principal Financial Group November 2009 - Present
Sheriton Hotel 1987 - 1988
Bayland Publishing a/k/a Houston Home & Garden Magazine February 1979 - November 1981
Sheraton Hotels January 1977 - October 1978
Tobias Fleishman & Shapiro CPA September 1973 - August 1976
Skills
Insurance, Health Insurance, Disability Insurance, Life Insurance, Accounting, Employee Benefits, Long-term Care, Management, Retirement Planning, Mutual Funds, Term Life Insurance, Fixed Annuities, Estate Planning, Health Savings Accounts, Brokers
Education
University of Massachusetts, Amherst 1969 — 1973
Bachelor's degree, Accounting
Snehal Awate Das Snehal Awate Das's Principal Financial Group Experience May 2013 - Present
Job Senior Project Manager Storage Solutions at Principal Financial Group
Industry Information Technology and Services
Experience
Principal Financial Group May 2013 - Present
Z & A Inc May 2012 - May 2013
Netmagic Solutions Pvt Ltd November 2010 - April 2012
EMC June 2009 - October 2010
The World Bank June 2008 - 2009
Reliance Communications November 2007 - June 2008
Patni Computers pvt Ltd December 2006 - November 2007
Broadband Pacenet (India) Pvt. Ltd. 2003 - 2006
Protolab Electrotechnologies Pvt Ltd September 2002 - September 2003
Skills
EMC Storage, SAN, Storage, Solaris, Data Center, Storage Area Networks, Virtualization, Clariion, Linux, NAS, Brocade, ITIL, Operating Systems, Disaster Recovery, Servers, Cisco Technologies, AIX, EMC design, Red Hat Linux, VMware, Cluster, VMware ESX, VMware Infrastructure, Active Directory, Pre-sales, Business Continuity, Solution Architecture
Education
University of Mumbai 1999 — 2002
B.E, Electronics and Telecommunications
Principal Financial Group May 2013 - Present
Z & A Inc May 2012 - May 2013
Netmagic Solutions Pvt Ltd November 2010 - April 2012
EMC June 2009 - October 2010
The World Bank June 2008 - 2009
Reliance Communications November 2007 - June 2008
Patni Computers pvt Ltd December 2006 - November 2007
Broadband Pacenet (India) Pvt. Ltd. 2003 - 2006
Protolab Electrotechnologies Pvt Ltd September 2002 - September 2003
Skills
EMC Storage, SAN, Storage, Solaris, Data Center, Storage Area Networks, Virtualization, Clariion, Linux, NAS, Brocade, ITIL, Operating Systems, Disaster Recovery, Servers, Cisco Technologies, AIX, EMC design, Red Hat Linux, VMware, Cluster, VMware ESX, VMware Infrastructure, Active Directory, Pre-sales, Business Continuity, Solution Architecture
Education
University of Mumbai 1999 — 2002
B.E, Electronics and Telecommunications
Ryan Fischer Ryan Fischer's Principal Financial Group Experience May 2009 - September 2010
Job Regional Vice President Investment Banking Division at Arque Capital Ltd
Industry Financial Services
Experience
Arque Capital Ltd November 2014 - Present
SC Distributors June 2014 - October 2014
GWG Holdings, Inc. November 2012 - May 2014
AEI Fund Management, Inc May 2011 - September 2012
Ameriprise Financial September 2010 - May 2011
Principal Financial Group May 2009 - September 2010
Skills
Series 7, Series 63, Series 6, Alternative Investments, Finance, Sales, Financial Services
Education
University of Minnesota-Duluth
B.A.
Arque Capital Ltd November 2014 - Present
SC Distributors June 2014 - October 2014
GWG Holdings, Inc. November 2012 - May 2014
AEI Fund Management, Inc May 2011 - September 2012
Ameriprise Financial September 2010 - May 2011
Principal Financial Group May 2009 - September 2010
Skills
Series 7, Series 63, Series 6, Alternative Investments, Finance, Sales, Financial Services
Education
University of Minnesota-Duluth
B.A.
Tyler Giese Tyler Giese's Principal Financial Group Experience January 2013 - May 2014
Job Personal Banker at Fifth Third Bank
Industry Financial Services
Experience
Fifth Third Bank September 2014 - Present
Principal Financial Group January 2013 - May 2014
The Centennial Group November 2012 - May 2014
Intra Corporation June 2012 - October 2012
Quanta Inc May 2010 - October 2012
Skills
Life Insurance, Roth IRA, Traditional IRA, Mutual Funds, 401(k), 403(b), SEP &..., Variable Annuities, Fixed Annuities, College Funding..., Estate Planning, Wealth Accumulation, Buy-Sell Agreements, Deferred Compensation..., Executive Benefits..., Tax-Deferred Savings
Education
University of Michigan 2008 — 2012
Bachelor of Arts (B.A.), English Language and Literature, General
Pinckney Community High School 2004 — 2008
Fifth Third Bank September 2014 - Present
Principal Financial Group January 2013 - May 2014
The Centennial Group November 2012 - May 2014
Intra Corporation June 2012 - October 2012
Quanta Inc May 2010 - October 2012
Skills
Life Insurance, Roth IRA, Traditional IRA, Mutual Funds, 401(k), 403(b), SEP &..., Variable Annuities, Fixed Annuities, College Funding..., Estate Planning, Wealth Accumulation, Buy-Sell Agreements, Deferred Compensation..., Executive Benefits..., Tax-Deferred Savings
Education
University of Michigan 2008 — 2012
Bachelor of Arts (B.A.), English Language and Literature, General
Pinckney Community High School 2004 — 2008
David J. Kressler, Ph.D's Principal Financial Group Experience 2004 - 2015
Job Faculty, The Robert H. Smith School of Business, University of Maryland
Industry Financial Services
Experience
HIF 2008 - Present
The Principal Financial Group July 1994 - Present
Robert H. Smith School of Business January 1994 - Present
Principal Financial Group 2004 - 2015
American Psychological Association 1994 - 1998
Spot Image 1988 - 1994
Skills
Annuities (Variable &..., Disability Income..., Financial Needs Analysis, Income Protection, IRAs (Traditional &..., Long-Term Care Insurance, 401 (k), 403 (b), SEP &..., Asset Allocation, Deferred Compensation...
Education
University of Michigan 1973 — 1977
Doctor of Philosophy (Ph.D.)
Muhlenberg College 1965 — 1969
BA, English Literature
The William Penn Charter School 1953 — 1965
Diploma
HIF 2008 - Present
The Principal Financial Group July 1994 - Present
Robert H. Smith School of Business January 1994 - Present
Principal Financial Group 2004 - 2015
American Psychological Association 1994 - 1998
Spot Image 1988 - 1994
Skills
Annuities (Variable &..., Disability Income..., Financial Needs Analysis, Income Protection, IRAs (Traditional &..., Long-Term Care Insurance, 401 (k), 403 (b), SEP &..., Asset Allocation, Deferred Compensation...
Education
University of Michigan 1973 — 1977
Doctor of Philosophy (Ph.D.)
Muhlenberg College 1965 — 1969
BA, English Literature
The William Penn Charter School 1953 — 1965
Diploma
Karen L Bjerke Karen L Bjerke's Principal Financial Group Experience June 2012 - Present
Job Customer Service Consultant at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group June 2012 - Present
Principal Financial Group November 2004 - Present
Principal Financial Group October 2003 - November 2004
Principal Financial Group September 2001 - October 2003
TD Ameritrade September 2000 - May 2001
TD Ameritrade September 1998 - September 2000
Skills
Customer Service, Communication Skills, Highly detail oriented, Organization &..., Process Improvement, Project Management, Project Planning, Business Requirements, Quality Assurance, Training, Negotiation, Outlook, Microsoft Word, Microsoft Excel, Facebook, Typing, Health Insurance, Dental Insurance, Vision Insurance, Stock Market, Call Centers, Analysis, Insurance, Time Management, Business Analysis
Education
University of Nebraska at Omaha 1997 — 1998
Business Administration and Management, General
University of Nebraska at Kearney 1996 — 1997
Business Administration and Management, General
University of Nebraska at Kearney 1994 — 1995
Social Work
Principal Financial Group June 2012 - Present
Principal Financial Group November 2004 - Present
Principal Financial Group October 2003 - November 2004
Principal Financial Group September 2001 - October 2003
TD Ameritrade September 2000 - May 2001
TD Ameritrade September 1998 - September 2000
Skills
Customer Service, Communication Skills, Highly detail oriented, Organization &..., Process Improvement, Project Management, Project Planning, Business Requirements, Quality Assurance, Training, Negotiation, Outlook, Microsoft Word, Microsoft Excel, Facebook, Typing, Health Insurance, Dental Insurance, Vision Insurance, Stock Market, Call Centers, Analysis, Insurance, Time Management, Business Analysis
Education
University of Nebraska at Omaha 1997 — 1998
Business Administration and Management, General
University of Nebraska at Kearney 1996 — 1997
Business Administration and Management, General
University of Nebraska at Kearney 1994 — 1995
Social Work
Frank Stahlschmidt Frank Stahlschmidt's Principal Financial Group Experience January 2012 - Present
Job Managing Director Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group January 2012 - Present
Stahlschmidt Financial Group January 1995 - January 2012
Skills
Public Speaking, People Management, Golf, Tennis, 401(k), Disability Income..., Annuities (Variable &..., Asset Allocation, Business Continuation..., Business Overhead..., Buy-sell Agreements, Charitable Giving, Estate Planning, Income Protection, Informal Business..., Long-term Care Insurance, Mutual Funds, Pension Plans, Survivor Income, Term Life Insurance, Universal Life Insurance, Wealth Accumulation
Education
University of Missouri-Columbia 1965 — 1969
Bachelor's degree, Journalism
Principal Financial Group January 2012 - Present
Stahlschmidt Financial Group January 1995 - January 2012
Skills
Public Speaking, People Management, Golf, Tennis, 401(k), Disability Income..., Annuities (Variable &..., Asset Allocation, Business Continuation..., Business Overhead..., Buy-sell Agreements, Charitable Giving, Estate Planning, Income Protection, Informal Business..., Long-term Care Insurance, Mutual Funds, Pension Plans, Survivor Income, Term Life Insurance, Universal Life Insurance, Wealth Accumulation
Education
University of Missouri-Columbia 1965 — 1969
Bachelor's degree, Journalism
Jay Parekh Jay Parekh's Principal Financial Group Experience May 2015 - May 2015
Job Student at the University of Michigan
Industry
Experience
Quicken Loans May 2015 - Present
Nexecon Consulting Group May 2015 - Present
RideHop May 2015 - Present
Procter & Gamble July 2015 - July 2015
Principal Financial Group May 2015 - May 2015
Nexecon Consulting Group January 2015 - April 2015
Synchronoss Technologies April 2014 - June 2014
Princeton University June 2013 - August 2013
Kimball Medical Center July 2012 - September 2012
Skills
Public Speaking, Research, Entrepreneurship, Finance, Microsoft Office, Microsoft Excel, Community Service, Team Leadership, Customer Service, Start-ups, Marketing, Event Planning, Leadership, Teamwork, Marketing Strategy, Management
Education
University of Michigan - Stephen M. Ross School of Business 2014 — 2018
Bachelor's Degree, Finance, Strategy
University of Michigan College of Engineering 2014 — 2018
Bachelor's Degree, Computer Science
Franklin High School 2010 — 2014
High School
Quicken Loans May 2015 - Present
Nexecon Consulting Group May 2015 - Present
RideHop May 2015 - Present
Procter & Gamble July 2015 - July 2015
Principal Financial Group May 2015 - May 2015
Nexecon Consulting Group January 2015 - April 2015
Synchronoss Technologies April 2014 - June 2014
Princeton University June 2013 - August 2013
Kimball Medical Center July 2012 - September 2012
Skills
Public Speaking, Research, Entrepreneurship, Finance, Microsoft Office, Microsoft Excel, Community Service, Team Leadership, Customer Service, Start-ups, Marketing, Event Planning, Leadership, Teamwork, Marketing Strategy, Management
Education
University of Michigan - Stephen M. Ross School of Business 2014 — 2018
Bachelor's Degree, Finance, Strategy
University of Michigan College of Engineering 2014 — 2018
Bachelor's Degree, Computer Science
Franklin High School 2010 — 2014
High School
Peter Field's Principal Financial Group Experience 2006 - 2009
Job Regional Account Executive at The Hartford
Industry Insurance
Experience
The Hartford April 2014 - Present
Reliance Standard August 2009 - April 2014
Principal Financial Group 2006 - 2009
Aetna, INC. 2002 - 2005
Reliance Standard April 1991 - August 2002
Unum 1984 - 1991
Skills
Employee Benefits, Insurance, Disability Insurance, Sales, Brokers, Underwriting, Health Insurance, Marketing Strategy, Customer Service, Claim, Term Life Insurance, Voluntary Employee..., Life Insurance, Long-term Care, Account Management, Managed Care, Recruiting, Benefits Administration, Health Savings Accounts, Strategic Planning, Group Insurance, New Business Development, Team Building, Workers Compensation, Management, COBRA, Marketing, Leadership, Sales Management, Selling, Property & Casualty..., Customer Retention, Commercial Insurance, Medicare
Education
University of Maine 1980 — 1984
Bachelor's Degree, Business Administration and Management, General
University of Maine
The Hartford April 2014 - Present
Reliance Standard August 2009 - April 2014
Principal Financial Group 2006 - 2009
Aetna, INC. 2002 - 2005
Reliance Standard April 1991 - August 2002
Unum 1984 - 1991
Skills
Employee Benefits, Insurance, Disability Insurance, Sales, Brokers, Underwriting, Health Insurance, Marketing Strategy, Customer Service, Claim, Term Life Insurance, Voluntary Employee..., Life Insurance, Long-term Care, Account Management, Managed Care, Recruiting, Benefits Administration, Health Savings Accounts, Strategic Planning, Group Insurance, New Business Development, Team Building, Workers Compensation, Management, COBRA, Marketing, Leadership, Sales Management, Selling, Property & Casualty..., Customer Retention, Commercial Insurance, Medicare
Education
University of Maine 1980 — 1984
Bachelor's Degree, Business Administration and Management, General
University of Maine
Vikash Sahu's Principal Financial Group Experience May 2013 - July 2013
Job Software Engineering Intern at Appian Corporation
Industry Computer Software
Experience
Appian Corporation Software Development InternCenter for Advanced Transportation TechnologyMay 2014 - August 2014
Principal Financial Group May 2013 - July 2013
JOOLA North America July 2008 - August 2010
Skills
Java, JavaScript, Git, C, Microsoft Office, HTML, Research, Programming, PowerPoint, Microsoft Excel, Linux, Microsoft Word, Windows, jQuery
Education
University of Maryland College Park 2012 — 2016
Bachelor’s Degree, Computer Science
Appian Corporation Software Development InternCenter for Advanced Transportation TechnologyMay 2014 - August 2014
Principal Financial Group May 2013 - July 2013
JOOLA North America July 2008 - August 2010
Skills
Java, JavaScript, Git, C, Microsoft Office, HTML, Research, Programming, PowerPoint, Microsoft Excel, Linux, Microsoft Word, Windows, jQuery
Education
University of Maryland College Park 2012 — 2016
Bachelor’s Degree, Computer Science
Sunil Jagiasi Sunil Jagiasi's Principal Financial Group Experience September 2004 - September 2011
Job Senior Project Lead at Scotiabank
Industry Computer Software
Experience
Scotiabank August 2015 - Present
Ontario Ministry of Education August 2013 - August 2015
Sapiens North America February 2012 - August 2013
Principal Financial Group September 2004 - September 2011
Principal Financial Group June 2003 - September 2004
American Express January 2003 - May 2003
New York Life Insurance Company August 2002 - December 2002
AEGON Americas March 1998 - May 2002
Syntel November 1996 - March 1998
Godrej Infotech Ltd. November 1995 - November 1996
Skills
Software Project..., PMP, SDLC, SharePoint, MS Project, Scrum, Quality Center, JIRA, Primavera P6, DB2, Java, SOA, JSF, Hibernate, SQL, EJB, Struts, XML, IceFaces, JSP, Servlets, WebSphere Application..., JBoss Application Server, RAD, WSAD, MyEclipse, JDBC, Stored Procedures, ClearCase, Tortoise SVN, Liferay, Mainframe, Unix
Education
Bombay University 1991 — 1995
Bachelor of Engineering (BE), Electronics Engineering
Scotiabank August 2015 - Present
Ontario Ministry of Education August 2013 - August 2015
Sapiens North America February 2012 - August 2013
Principal Financial Group September 2004 - September 2011
Principal Financial Group June 2003 - September 2004
American Express January 2003 - May 2003
New York Life Insurance Company August 2002 - December 2002
AEGON Americas March 1998 - May 2002
Syntel November 1996 - March 1998
Godrej Infotech Ltd. November 1995 - November 1996
Skills
Software Project..., PMP, SDLC, SharePoint, MS Project, Scrum, Quality Center, JIRA, Primavera P6, DB2, Java, SOA, JSF, Hibernate, SQL, EJB, Struts, XML, IceFaces, JSP, Servlets, WebSphere Application..., JBoss Application Server, RAD, WSAD, MyEclipse, JDBC, Stored Procedures, ClearCase, Tortoise SVN, Liferay, Mainframe, Unix
Education
Bombay University 1991 — 1995
Bachelor of Engineering (BE), Electronics Engineering
Matt Stagner, CFP©, ChFC©, AIF©'s Principal Financial Group Experience February 2005 - November 2010
Job Advanced Planning Consultant at Voya Financial Advisors, Inc.
Industry Financial Services
Experience
Voya Financial July 2015 - Present
Principal Funds December 2011 - July 2015
Principal Global Investors November 2010 - November 2011
Principal Financial Group February 2005 - November 2010
Edward Jones 2002 - 2003
Education
Webster University 2005 — 2007
MBA
University of Missouri-Columbia 1996 — 2001
BS, Personal Financial Planning
Voya Financial July 2015 - Present
Principal Funds December 2011 - July 2015
Principal Global Investors November 2010 - November 2011
Principal Financial Group February 2005 - November 2010
Edward Jones 2002 - 2003
Education
Webster University 2005 — 2007
MBA
University of Missouri-Columbia 1996 — 2001
BS, Personal Financial Planning
Dick Schmit Dick Schmit's Principal Financial Group Experience January 2012 - Present
Job Regional Retirement Specialist / Account Executive for the Principal Financial Group / Princor Registered Rep
Industry Financial Services
Experience
Principal Financial Group January 2012 - Present
RSM McGladrey 2009 - August 2011
Skills
Retirement, Retirement Planning, Customer Relations, Pensions, 401k, Financial Services, Customer Service
Education
University of Iowa College of Law
JD, Law
University of Northern Iowa
BA, Political Science
Principal Financial Group January 2012 - Present
RSM McGladrey 2009 - August 2011
Skills
Retirement, Retirement Planning, Customer Relations, Pensions, 401k, Financial Services, Customer Service
Education
University of Iowa College of Law
JD, Law
University of Northern Iowa
BA, Political Science
Barry Sebastian Barry Sebastian's Principal Financial Group Experience 2011 - 2012
Job Account Manager at Univar
Industry Wholesale
Experience
Univar August 2013 - Present
Principal Financial Group 2011 - 2012
M&M Golf Cars / NB Golf Cars 2002 - 2010
Van Meter Industrial 2000 - 2002
Van Meter Industrial 1999 - 2000
Education
University of Nebraska at Kearney
Bachelor of Science (B.S.), Industrial Distribution
Univar August 2013 - Present
Principal Financial Group 2011 - 2012
M&M Golf Cars / NB Golf Cars 2002 - 2010
Van Meter Industrial 2000 - 2002
Van Meter Industrial 1999 - 2000
Education
University of Nebraska at Kearney
Bachelor of Science (B.S.), Industrial Distribution
Eric Kautzman Eric Kautzman's Principal Financial Group Experience June 2011 - Present
Job Financial Services Representative at Principal Financial Group
Industry Higher Education
Experience
Principal Financial Group June 2011 - Present
St. Cloud State University December 2002 - June 2011
University of Minnesota Foundation May 1999 - December 2002
University of Minnesota Institute of Technology August 1994 - May 1999
University of Minnesota Institute of Technology February 1992 - August 1994
North Dakota Democratic-NPL August 1989 - September 1991
U.S. Senator Kent Conrad January 1987 - August 1989
Kent Conrad Campaign for U. S. Senator August 1986 - November 1986
Skills
Disability Insurance, Retirement Planning, Philanthropy, Strategic Financial..., Employee Benefits, Fundraising, Small Business, Insurance, Retirement, Leadership, Investments, IRAs, Community Outreach, 401k, Nonprofits, IRA's, Financial Planning
Education
University of Minnesota-Twin Cities 1981 — 1985
BA, Political Science
Fargo South High
Principal Financial Group June 2011 - Present
St. Cloud State University December 2002 - June 2011
University of Minnesota Foundation May 1999 - December 2002
University of Minnesota Institute of Technology August 1994 - May 1999
University of Minnesota Institute of Technology February 1992 - August 1994
North Dakota Democratic-NPL August 1989 - September 1991
U.S. Senator Kent Conrad January 1987 - August 1989
Kent Conrad Campaign for U. S. Senator August 1986 - November 1986
Skills
Disability Insurance, Retirement Planning, Philanthropy, Strategic Financial..., Employee Benefits, Fundraising, Small Business, Insurance, Retirement, Leadership, Investments, IRAs, Community Outreach, 401k, Nonprofits, IRA's, Financial Planning
Education
University of Minnesota-Twin Cities 1981 — 1985
BA, Political Science
Fargo South High
Matt Muccigrosso Matt Muccigrosso's Principal Financial Group Experience March 1991 - Present
Job Financial Advisor, Princor Registered Representative at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group March 1991 - Present
Education
University of Missouri-Saint Louis 1978 — 1983
Bachelor of Science - Business Administration (BSBA), Finance and Marketing
Daniel Boone Elementary
Principal Financial Group March 1991 - Present
Education
University of Missouri-Saint Louis 1978 — 1983
Bachelor of Science - Business Administration (BSBA), Finance and Marketing
Daniel Boone Elementary
Becky McHugh Becky McHugh's Principal Financial Group Experience 1989 - 2007
Job Owner, R M Designs, Carlisle Consultant
Industry Retail
Experience
R M Designs 1999 - Present
Principal Financial Group 1989 - 2007
Skills
Fundraising, Event Planning, Apparel, Retail, Marketing, Public Speaking, Social Media Marketing, Customer Service, Social Media, Small Business, Marketing Strategy, Public Relations, Sales, Script-writing, Video Production, Advertising
Education
University of Missouri-Columbia 1977 — 1982
MA Economics, Banking and Finance
R M Designs 1999 - Present
Principal Financial Group 1989 - 2007
Skills
Fundraising, Event Planning, Apparel, Retail, Marketing, Public Speaking, Social Media Marketing, Customer Service, Social Media, Small Business, Marketing Strategy, Public Relations, Sales, Script-writing, Video Production, Advertising
Education
University of Missouri-Columbia 1977 — 1982
MA Economics, Banking and Finance
Norman Nystrom CRPC®, ChFC® Norman Nystrom CRPC®, ChFC®'s Principal Financial Group Experience April 2011 - April 2012
Job Partner/Owner at Guide Star Financial
Industry Financial Services
Experience
Guide Star Financial January 2014 - Present
Federal Financial Group LLC January 2013 - Present
Principal Financial Group April 2011 - April 2012
Transamerica Retirement Management July 2009 - January 2011
Ameriprise Financial Services, Inc. 2004 - 2009
Cenex Harvest States April 1992 - July 1994
Northwestern Mutual September 1985 - August 1990
Skills
Public Speaking, Speaking at Rotary..., Toastmasters, Insurance, Strategic Financial..., Retirement, Small Business, Retirement Planning, Entrepreneurship, Coaching, Microsoft Office, Leadership Development, Customer Service, Management
Education
University of Minnesota-Twin Cities 1972 — 1976
BS, Agronomy/Soil Science
Worthing Senior High School
Guide Star Financial January 2014 - Present
Federal Financial Group LLC January 2013 - Present
Principal Financial Group April 2011 - April 2012
Transamerica Retirement Management July 2009 - January 2011
Ameriprise Financial Services, Inc. 2004 - 2009
Cenex Harvest States April 1992 - July 1994
Northwestern Mutual September 1985 - August 1990
Skills
Public Speaking, Speaking at Rotary..., Toastmasters, Insurance, Strategic Financial..., Retirement, Small Business, Retirement Planning, Entrepreneurship, Coaching, Microsoft Office, Leadership Development, Customer Service, Management
Education
University of Minnesota-Twin Cities 1972 — 1976
BS, Agronomy/Soil Science
Worthing Senior High School
John L. Nelson John L. Nelson's Principal Financial Group Experience December 2001 - January 2012
Job Wealth Management I Benefits I Insurance
Industry Financial Services
Experience
Transition Advisory Group LLC January 2012 - Present
Principal Financial Group December 2001 - January 2012
APS Corporation December 1993 - December 2001
Newell Rubbermaid December 1987 - December 1993
Newell Rubbermaid January 1984 - December 1987
Tonka Toy Corporation January 1972 - January 1984
Skills
Financial Planning, Income Planning, Retirement Income..., Investments, Insurance, Long Term Care, Wealth Management, Retirement, Small Business, Business Planning, Employee Benefits, Compliance, Strategic Planning, Business Strategy, Financial Analysis, Health Insurance, Asset Management, Risk Management, Strategic Financial..., Retirement Planning, Long-term Care, Finance, Life Insurance, Mergers & Acquisitions, Financial Advisory, Estate Planning, Disability Insurance, Long Term Care Insurance, 401k, Fixed Annuities, IRAs, Series 63, Investment Advisory, Asset Allocation, Financial Planners, Mutual Funds, Securities, Investment Strategies
Education
Boston University - Institute of Finance 2008 — 2008
University of Minnesota-Twin Cities 2007 — 2007
BA
Saint Paul Johnson High School 2006 — 2006
Transition Advisory Group LLC January 2012 - Present
Principal Financial Group December 2001 - January 2012
APS Corporation December 1993 - December 2001
Newell Rubbermaid December 1987 - December 1993
Newell Rubbermaid January 1984 - December 1987
Tonka Toy Corporation January 1972 - January 1984
Skills
Financial Planning, Income Planning, Retirement Income..., Investments, Insurance, Long Term Care, Wealth Management, Retirement, Small Business, Business Planning, Employee Benefits, Compliance, Strategic Planning, Business Strategy, Financial Analysis, Health Insurance, Asset Management, Risk Management, Strategic Financial..., Retirement Planning, Long-term Care, Finance, Life Insurance, Mergers & Acquisitions, Financial Advisory, Estate Planning, Disability Insurance, Long Term Care Insurance, 401k, Fixed Annuities, IRAs, Series 63, Investment Advisory, Asset Allocation, Financial Planners, Mutual Funds, Securities, Investment Strategies
Education
Boston University - Institute of Finance 2008 — 2008
University of Minnesota-Twin Cities 2007 — 2007
BA
Saint Paul Johnson High School 2006 — 2006
Ed Prince's Principal Financial Group Experience May 2010 - December 2013
Job Investment Advisor Representative at Eckman Wealth Management, LLC
Industry Financial Services
Experience
Eckman Wealth Management, LLC April 2015 - Present
Principal Financial Group May 2010 - December 2013
AXA Advisors April 2007 - May 2010
Northwestern Mutual Financial Network February 2003 - April 2007
Ajilon 2000 - 2003
Ajilon Consulting 2000 - 2003
Sprint 2000 - 2003
Employers Reinsurance Corporation 1995 - 2000
Blue Cross Blue Shield of Kansas City 1988 - 1995
Pyramid Life Insurance 1985 - 1988
Skills
Strategic Financial..., Vendor Management, Leadership, Customer Service, Strategic Planning, Financial Analysis, Insurance, Negotiation, Disability Insurance, Integrity, Small Business, Finance, Management, Retirement Planning, Networking, Buy-sell Agreements, Program Management, Life Insurance, Retirement, Investments, Portfolio Management, Term Life Insurance, Long-term Care, Financial Risk, Health Insurance, Risk Management, Access, Underwriting, Employee Benefits, Asset Management, Mortgage Lending, Fixed Annuities, Financial Planning
Education
University of Louisiana at Monroe 1981 — 1985
Bachelor of Science, Mathematics
Eckman Wealth Management, LLC April 2015 - Present
Principal Financial Group May 2010 - December 2013
AXA Advisors April 2007 - May 2010
Northwestern Mutual Financial Network February 2003 - April 2007
Ajilon 2000 - 2003
Ajilon Consulting 2000 - 2003
Sprint 2000 - 2003
Employers Reinsurance Corporation 1995 - 2000
Blue Cross Blue Shield of Kansas City 1988 - 1995
Pyramid Life Insurance 1985 - 1988
Skills
Strategic Financial..., Vendor Management, Leadership, Customer Service, Strategic Planning, Financial Analysis, Insurance, Negotiation, Disability Insurance, Integrity, Small Business, Finance, Management, Retirement Planning, Networking, Buy-sell Agreements, Program Management, Life Insurance, Retirement, Investments, Portfolio Management, Term Life Insurance, Long-term Care, Financial Risk, Health Insurance, Risk Management, Access, Underwriting, Employee Benefits, Asset Management, Mortgage Lending, Fixed Annuities, Financial Planning
Education
University of Louisiana at Monroe 1981 — 1985
Bachelor of Science, Mathematics
Eric Aslesen Eric Aslesen's Principal Financial Group Experience June 2011 - December 2011
Job Sales Representative, Stryker Endoscopy
Industry Medical Devices
Experience
Stryker July 2015 - Present
Stryker December 2013 - July 2015
Jones Lang LaSalle January 2013 - December 2013
Breaking Bread February 2012 - February 2013
Principal Financial Group June 2011 - December 2011
Malone's Bar & Grill February 2011 - September 2011
Interlachen Country Club June 2001 - July 2011
Skills
Golf, PowerPoint, Microsoft Office, Microsoft Excel, Customer Service, Microsoft Word, Public Speaking, Marketing, Sales, Strategic Planning, Negotiation, Human Resources, Leadership, Financial Analysis
Education
University of Minnesota-Twin Cities 2007 — 2011
B.S., Microbiology
St. Thomas Academy 2001 — 2005
Stryker July 2015 - Present
Stryker December 2013 - July 2015
Jones Lang LaSalle January 2013 - December 2013
Breaking Bread February 2012 - February 2013
Principal Financial Group June 2011 - December 2011
Malone's Bar & Grill February 2011 - September 2011
Interlachen Country Club June 2001 - July 2011
Skills
Golf, PowerPoint, Microsoft Office, Microsoft Excel, Customer Service, Microsoft Word, Public Speaking, Marketing, Sales, Strategic Planning, Negotiation, Human Resources, Leadership, Financial Analysis
Education
University of Minnesota-Twin Cities 2007 — 2011
B.S., Microbiology
St. Thomas Academy 2001 — 2005
Leah Turnbull's Principal Financial Group Experience September 2011 - May 2014
Job Associate at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase May 2014 - Present
Principal Financial Group September 2011 - May 2014
IdiomaNet September 2010 - September 2011
Duff & Phelps September 2007 - August 2010
Skills
Financial Modeling, Business Valuation, Valuation, Investment Banking, Equities, DCF, Corporate Finance, Capital Markets, Securities, Bloomberg, Financial Analysis, Investments, Series 7, Fixed Income, Financial Statement...
Education
University of Louisville 2003 — 2007
BS, Finance, Spanish, and International Business
JPMorgan Chase May 2014 - Present
Principal Financial Group September 2011 - May 2014
IdiomaNet September 2010 - September 2011
Duff & Phelps September 2007 - August 2010
Skills
Financial Modeling, Business Valuation, Valuation, Investment Banking, Equities, DCF, Corporate Finance, Capital Markets, Securities, Bloomberg, Financial Analysis, Investments, Series 7, Fixed Income, Financial Statement...
Education
University of Louisville 2003 — 2007
BS, Finance, Spanish, and International Business
Dick Bjorklund Dick Bjorklund's Principal Financial Group Experience January 1978 - Present
Job Senior Agent, Princor Registered Representative, Financial Advisor at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group January 1978 - Present
Skills
Retirement Planning, 401k, Disability Insurance, Mutual Funds, Series 63, Investments, Insurance, Retirement, Life Insurance, Asset Allocation, Fixed Annuities, Pensions, Estate Planning, Strategic Financial..., Employee Benefits, IRAs, Investment Advisory, Financial Planning, Financial Services, Health Insurance, Wealth Accumulation, Securities, Asset Managment
Education
University of Minnesota-Twin Cities 1974 — 1977
Bachelor of Science, Technical Communications
Principal Financial Group January 1978 - Present
Skills
Retirement Planning, 401k, Disability Insurance, Mutual Funds, Series 63, Investments, Insurance, Retirement, Life Insurance, Asset Allocation, Fixed Annuities, Pensions, Estate Planning, Strategic Financial..., Employee Benefits, IRAs, Investment Advisory, Financial Planning, Financial Services, Health Insurance, Wealth Accumulation, Securities, Asset Managment
Education
University of Minnesota-Twin Cities 1974 — 1977
Bachelor of Science, Technical Communications
Donny Webb, CRPC®'s Principal Financial Group Experience October 2013 - October 2014
Job Internal Wholesaler at Principal Funds
Industry Financial Services
Experience
Principal Funds October 2014 - Present
Principal Financial Group October 2013 - October 2014
Merrill Lynch May 2011 - August 2013
General Cable November 2009 - April 2011
General Cable December 2007 - November 2009
General Cable May 2006 - December 2007
Skills
401(k), 403 (b), SEP &..., Annuities (Variable &..., Asset Allocation, Business Continuation..., Business Overhead..., Buy-Sell Agreements, Buy-Sell Review, Charitable Giving, College Funding..., Deferred Compensation..., Disability Income..., Estate Planning, Executive Benefits..., Financial Needs Analysis, Income Protection, Informal Business..., IRAs (Traditional &..., Key Person Insurance, Long-Term Care Insurance, Mutual Funds, Pension Plans, Salary Continuation, Split Dollar Plans, Supplemental Retirement..., Survivor Income, Tax-Deferred Savings, Term Life Insurance, Universal Life Insurance, Wealth Accumumlation, Whole Life Insurance, Retirement Planning, Investments, Retirement, Small Business
Education
University of Kentucky 1995 — 1999
BA/BBA, Psychology/Marketing
Principal Funds October 2014 - Present
Principal Financial Group October 2013 - October 2014
Merrill Lynch May 2011 - August 2013
General Cable November 2009 - April 2011
General Cable December 2007 - November 2009
General Cable May 2006 - December 2007
Skills
401(k), 403 (b), SEP &..., Annuities (Variable &..., Asset Allocation, Business Continuation..., Business Overhead..., Buy-Sell Agreements, Buy-Sell Review, Charitable Giving, College Funding..., Deferred Compensation..., Disability Income..., Estate Planning, Executive Benefits..., Financial Needs Analysis, Income Protection, Informal Business..., IRAs (Traditional &..., Key Person Insurance, Long-Term Care Insurance, Mutual Funds, Pension Plans, Salary Continuation, Split Dollar Plans, Supplemental Retirement..., Survivor Income, Tax-Deferred Savings, Term Life Insurance, Universal Life Insurance, Wealth Accumumlation, Whole Life Insurance, Retirement Planning, Investments, Retirement, Small Business
Education
University of Kentucky 1995 — 1999
BA/BBA, Psychology/Marketing
Alicia Feldman, PMP's Principal Financial Group Experience March 2012 - Present
Job Corporate Project Management at Principal Financial Group
Industry Information Technology and Services
Experience
Principal Financial Group March 2012 - Present
Principal Financial Group March 2006 - March 2012
Principal Financial Group 1993 - 2008
Skills
SDLC, Business Analysis, COBOL, JCL, Visio, SharePoint, Software Documentation, Process Improvement, CICS, Resource Management, Mainframe, Insurance, Project Management, Project Portfolio..., Project Planning, Cross-functional Team...
Education
University of Nebraska at Kearney 1989 — 1993
Bachelor of Science, Accounting, Management Information Systems, Information Systems
Kearney High School 1986 — 1989
Diploma, General
Principal Financial Group March 2012 - Present
Principal Financial Group March 2006 - March 2012
Principal Financial Group 1993 - 2008
Skills
SDLC, Business Analysis, COBOL, JCL, Visio, SharePoint, Software Documentation, Process Improvement, CICS, Resource Management, Mainframe, Insurance, Project Management, Project Portfolio..., Project Planning, Cross-functional Team...
Education
University of Nebraska at Kearney 1989 — 1993
Bachelor of Science, Accounting, Management Information Systems, Information Systems
Kearney High School 1986 — 1989
Diploma, General
Davin Jones Davin Jones's Principal Financial Group Experience May 2004 - Present
Job
Industry Information Technology and Services
Experience
Principal Financial Group May 2004 - Present
Skills
COBOL, Java, SQL, DB2, XML, HTML, Websphere, TSO, JCL, Maven, Git
Education
University of Nebraska at Kearney 2000 — 2004
Bachelor’s Degree, Business Administration, Computer Information Systems
Principal Financial Group May 2004 - Present
Skills
COBOL, Java, SQL, DB2, XML, HTML, Websphere, TSO, JCL, Maven, Git
Education
University of Nebraska at Kearney 2000 — 2004
Bachelor’s Degree, Business Administration, Computer Information Systems
John Pickard CEBS, CLU's Principal Financial Group Experience 1999 - 2001
Job Principal at Teaberry Health & Welfare Benefits Practice
Industry Insurance
Experience
Teaberry Health & Welfare Benefits Practice 2001 - Present
Principal Financial Group 1999 - 2001
Old Northwest Agents 1995 - 1999
ONA 1987 - 1995
Education
University of Massachusetts Boston
BS, Business (Marketing)
Teaberry Health & Welfare Benefits Practice 2001 - Present
Principal Financial Group 1999 - 2001
Old Northwest Agents 1995 - 1999
ONA 1987 - 1995
Education
University of Massachusetts Boston
BS, Business (Marketing)
Joe Brill Joe Brill's Principal Financial Group Experience November 2007 - Present
Job Princor Registered Representative/Financial Advisor at Principal Financial Group
Industry Investment Management
Experience
Principal Financial Group November 2007 - Present
Telluride Asset Management June 2006 - May 2007
TerraVest Management Partnership May 2005 - May 2006
American Residential Mortgage January 1999 - December 2005
Education
University of Minnesota - Carlson School of Management 2004 — 2006
MBA, Finance
University of Wisconsin-Madison 1993 — 1998
BS, Chemical Engineering
St. Thomas Academy 1989 — 1993
Nativity
Principal Financial Group November 2007 - Present
Telluride Asset Management June 2006 - May 2007
TerraVest Management Partnership May 2005 - May 2006
American Residential Mortgage January 1999 - December 2005
Education
University of Minnesota - Carlson School of Management 2004 — 2006
MBA, Finance
University of Wisconsin-Madison 1993 — 1998
BS, Chemical Engineering
St. Thomas Academy 1989 — 1993
Nativity
Michael Einhorn Michael Einhorn's Principal Financial Group Experience Financial AdvisorFinancial Advisors of Delaware Valley2010 - Present
Job Financial Advisor at Principal Financial Group / Divorce Financial Solutions
Industry Financial Services
Experience
Principal Financial Group Financial AdvisorFinancial Advisors of Delaware Valley2010 - Present
SECO Financial August 1989 - May 2010
Skills
Retirement Planning, Financial Services, Retirement, 401k, Investments, Estate Planning, Disability Insurance
Education
University of Massachusetts, Amherst 1983 — 1987
BS, Finance
Principal Financial Group Financial AdvisorFinancial Advisors of Delaware Valley2010 - Present
SECO Financial August 1989 - May 2010
Skills
Retirement Planning, Financial Services, Retirement, 401k, Investments, Estate Planning, Disability Insurance
Education
University of Massachusetts, Amherst 1983 — 1987
BS, Finance
M. Palmer Whitney M. Palmer Whitney's Principal Financial Group Experience 1999 - 2005
Job Vice President, Client Management, Retirement Services at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group August 2014 - Present
MassMutual Financial Group January 2011 - Present
MassMutual Retirement Services 2005 - August 2011
Principal Financial Group 1999 - 2005
Skills
401k, Retirement, Series 7, Defined Benefit, Financial Services, Investments, Series 63, Management, Retirement Planning, Employee Benefits, Leadership, Mutual Funds, Asset Allocation, CRM, Insurance
Education
University of Maine 1987 — 2001
BA, Political Science
Kingswood Oxford
MassMutual Financial Group August 2014 - Present
MassMutual Financial Group January 2011 - Present
MassMutual Retirement Services 2005 - August 2011
Principal Financial Group 1999 - 2005
Skills
401k, Retirement, Series 7, Defined Benefit, Financial Services, Investments, Series 63, Management, Retirement Planning, Employee Benefits, Leadership, Mutual Funds, Asset Allocation, CRM, Insurance
Education
University of Maine 1987 — 2001
BA, Political Science
Kingswood Oxford
Tammy Fisher Tammy Fisher's Principal Financial Group Experience August 1994 - May 1996
Job Executive in Consumer Sales & Retention
Industry Insurance
Experience
Kaiser Permanente June 2014 - Present
Kaiser Permanente (Kaiser Foundation Health Plan, Inc.) September 2011 - March 2014
UnitedHealth Group February 2007 - September 2011
UnitedHealthcare February 2007 - September 2011
UnitedHealthcare October 2002 - February 2007
CIGNA Behavioral Health July 2000 - September 2002
Wells Fargo Insurance Services January 1999 - July 2000
Group Health Plan May 1996 - December 1998
Principal Financial Group August 1994 - May 1996
Skills
Strategic Planning, Forecasting, Marketing Management, Acquisition Integration, Negotiation, Employee Benefits, Team Leadership, Sales Management, Account Management, Product Development, Rate Negotiation, Contract Negotiation, Risk Management, Organizational..., Project Planning, Project Coordination, Project Execution, Project Management, Health Care Reform, Talent Management, Talent Acquisition, Mentoring, Fundraising, Business Strategy, Retail Sales, Consumer Healthcare, Analytical Skills, Operational Efficiency, Staff Development, Management, Team Building, Cross-functional Team..., Process Improvement, Strategic Partnerships, Health Insurance, Training, Customer Retention, Managed Care, Leadership, Insurance, Healthcare, Strategy, Health Savings Accounts, Team Management, Health Policy, Sales, PPO, Program Management, Business Development, Medicare
Education
University of Missouri - St. Louis
Bachelors, Psychology
University of Missouri-Columbia
Bachelor of Arts, Psychology
Kaiser Permanente June 2014 - Present
Kaiser Permanente (Kaiser Foundation Health Plan, Inc.) September 2011 - March 2014
UnitedHealth Group February 2007 - September 2011
UnitedHealthcare February 2007 - September 2011
UnitedHealthcare October 2002 - February 2007
CIGNA Behavioral Health July 2000 - September 2002
Wells Fargo Insurance Services January 1999 - July 2000
Group Health Plan May 1996 - December 1998
Principal Financial Group August 1994 - May 1996
Skills
Strategic Planning, Forecasting, Marketing Management, Acquisition Integration, Negotiation, Employee Benefits, Team Leadership, Sales Management, Account Management, Product Development, Rate Negotiation, Contract Negotiation, Risk Management, Organizational..., Project Planning, Project Coordination, Project Execution, Project Management, Health Care Reform, Talent Management, Talent Acquisition, Mentoring, Fundraising, Business Strategy, Retail Sales, Consumer Healthcare, Analytical Skills, Operational Efficiency, Staff Development, Management, Team Building, Cross-functional Team..., Process Improvement, Strategic Partnerships, Health Insurance, Training, Customer Retention, Managed Care, Leadership, Insurance, Healthcare, Strategy, Health Savings Accounts, Team Management, Health Policy, Sales, PPO, Program Management, Business Development, Medicare
Education
University of Missouri - St. Louis
Bachelors, Psychology
University of Missouri-Columbia
Bachelor of Arts, Psychology
Barbara Kubesh, LUTCF Barbara Kubesh, LUTCF's Principal Financial Group Experience July 2010 - Present
Job Financial Services Representative, Princor Registered Representative, Investment Adviser Representative
Industry Financial Services
Experience
Principal Financial Group July 2010 - Present
Skills
401k, SEP IRA, Simple IRA, Fixed Annuities, Variable Annuities, Business Overhead..., Buy-sell Agreements, Charitable Giving, 403b, Asset Allocation, Business Continuation..., Buy-Sell Review, College Funding..., Deferred Compensation..., Disability Income..., Estate Planning, Executive Benefits..., Financial Needs Analysis, Income Protection, Traditional IRA, Roth IRA, Key Person Insurance, Long-Term Care Insurance, Mutual Funds, Pension Plans, Series 6, 7, 63, 66, Split Dollar Plans, Supplemental Retirement..., Survivor Income, Tax Deferred Savings, Term Life Insurance, Universal Life Insurance, Wealth Accumulation, Whole Life Insurance, Life Insurance, Insurance, Finance, Financial Advisory, Financial Services, Retirement Planning, Securities
Education
The University of Montana 1975 — 1976
Secondary Education and Teaching
University of Wyoming 1970 — 1974
B.S., Fine Art/Business
Dawson County H.S. 1966 — 1970
Principal Financial Group July 2010 - Present
Skills
401k, SEP IRA, Simple IRA, Fixed Annuities, Variable Annuities, Business Overhead..., Buy-sell Agreements, Charitable Giving, 403b, Asset Allocation, Business Continuation..., Buy-Sell Review, College Funding..., Deferred Compensation..., Disability Income..., Estate Planning, Executive Benefits..., Financial Needs Analysis, Income Protection, Traditional IRA, Roth IRA, Key Person Insurance, Long-Term Care Insurance, Mutual Funds, Pension Plans, Series 6, 7, 63, 66, Split Dollar Plans, Supplemental Retirement..., Survivor Income, Tax Deferred Savings, Term Life Insurance, Universal Life Insurance, Wealth Accumulation, Whole Life Insurance, Life Insurance, Insurance, Finance, Financial Advisory, Financial Services, Retirement Planning, Securities
Education
The University of Montana 1975 — 1976
Secondary Education and Teaching
University of Wyoming 1970 — 1974
B.S., Fine Art/Business
Dawson County H.S. 1966 — 1970
Dave Kreager Dave Kreager's Principal Financial Group Experience November 2008 - December 2010
Job Founder, Oak Hill Services Group
Industry Hospital & Health Care
Experience
Oak Hill Services Group January 2012 - Present
HealthSmart Holdings, Inc. December 2010 - December 2011
Principal Financial Group November 2008 - December 2010
UMR, a United Healthcare Company June 1997 - November 2008
Kaiser Foundation Health Plan 1996 - 1998
Skills
Community based..., Pharmacy Benefit..., Managed Care, Employee Benefits, BPO, Health Insurance, Healthcare Information..., Hospitals, Healthcare, Medicaid, New Business Development, Sales, Team Building, Health Information..., Health Policy, Insurance, Medicare, Leadership, Brokers, Health Care Reform, Health Savings Accounts, Healthcare Consulting, Business Development, HIPAA, Healthcare Industry, Enterprise Software, PPO, Long-term Care, Analytics, Disease Management, Disability Insurance, Consulting, Provider Relations, HMO, Healthcare Management, Physicians, EHR, Workers Compensation, Practice Management, Employee Wellness, Self-funded, Claim, COBRA, Dentistry, Accountable Care, Revenue Cycle, Medicare Part D, Informatics, Life Insurance, EMR
Education
University of Minnesota-Twin Cities
Bachelor's Degree
University of Minnesota-Twin Cities
Master's Degree
Oak Hill Services Group January 2012 - Present
HealthSmart Holdings, Inc. December 2010 - December 2011
Principal Financial Group November 2008 - December 2010
UMR, a United Healthcare Company June 1997 - November 2008
Kaiser Foundation Health Plan 1996 - 1998
Skills
Community based..., Pharmacy Benefit..., Managed Care, Employee Benefits, BPO, Health Insurance, Healthcare Information..., Hospitals, Healthcare, Medicaid, New Business Development, Sales, Team Building, Health Information..., Health Policy, Insurance, Medicare, Leadership, Brokers, Health Care Reform, Health Savings Accounts, Healthcare Consulting, Business Development, HIPAA, Healthcare Industry, Enterprise Software, PPO, Long-term Care, Analytics, Disease Management, Disability Insurance, Consulting, Provider Relations, HMO, Healthcare Management, Physicians, EHR, Workers Compensation, Practice Management, Employee Wellness, Self-funded, Claim, COBRA, Dentistry, Accountable Care, Revenue Cycle, Medicare Part D, Informatics, Life Insurance, EMR
Education
University of Minnesota-Twin Cities
Bachelor's Degree
University of Minnesota-Twin Cities
Master's Degree
Kristine Campbell-Stensland Kristine Campbell-Stensland's Principal Financial Group Experience 2004 - 2007
Job Client Relationships and Community Connections at markit Your Marketing Dept.
Industry Marketing and Advertising
Experience
markit - Your Marketing Dept. November 2014 - Present
Child Care Resource and Referral August 2007 - November 2014
Principal Financial Group 2004 - 2007
Mayo Clinic 2002 - 2004
Kaiser Permanente 1994 - 1999
Skills
Fundraising, Public Speaking, Event Planning, Editing, Coaching, Volunteer Management, Staff Development, Program Management, Customer Service, Project Management, Nonprofits, Marketing, Research, Community Outreach, Community Development, Microsoft Office, Program Development, Social Media, Budgets, Non-profits, Grant Writing, Marketing Communications, Public Relations, Microsoft Excel, Social Media Marketing, PowerPoint
Education
University of Missouri-Columbia 1992 — 1994
MHA and MBA, Finance
University of Northern Iowa 1988 — 1992
BA, Finance and Business Communications
markit - Your Marketing Dept. November 2014 - Present
Child Care Resource and Referral August 2007 - November 2014
Principal Financial Group 2004 - 2007
Mayo Clinic 2002 - 2004
Kaiser Permanente 1994 - 1999
Skills
Fundraising, Public Speaking, Event Planning, Editing, Coaching, Volunteer Management, Staff Development, Program Management, Customer Service, Project Management, Nonprofits, Marketing, Research, Community Outreach, Community Development, Microsoft Office, Program Development, Social Media, Budgets, Non-profits, Grant Writing, Marketing Communications, Public Relations, Microsoft Excel, Social Media Marketing, PowerPoint
Education
University of Missouri-Columbia 1992 — 1994
MHA and MBA, Finance
University of Northern Iowa 1988 — 1992
BA, Finance and Business Communications
James Coryell James Coryell's Principal Financial Group Experience June 2015 - Present
Job Financial Services Representative at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group June 2015 - Present
CPM LLC September 2012 - June 2015
Comerica Bank, Wealth and Institutional Management April 2010 - September 2012
SunTrust Investment Services March 2008 - May 2009
The Bank of New York March 2006 - June 2007
UBS March 2004 - March 2006
Fifth Third Bank October 2001 - October 2003
Bank One September 1996 - March 2001
Northern Trust March 1994 - September 1996
NDB Bank 1990 - 1996
Skills
401 (k), 403 (b), SEP &..., Annuities (Variable &..., Asset Allocation, Business Continuation..., Business Overhead..., Buy-Sell Agreements, Buy-Sell Review, College Funding..., Deferred Compensation..., Dental Insurance, Disability Income..., Executive Benefits..., Financial Needs Analysis, Income Protection, Informal Business..., IRAs (Traditional &..., Key Person Insurance, Long-Term Care Insurance, Mutual Funds, Pension Plans, Salary Continuation, Series 6, 63..., Split Dollar Plans, Supplemental Retirement..., Survivor Income, Tax-Deferred Savings, Term Life Insurance, Universal Life Insurance, Wealth Accumulation
Education
Online Trading Academy 2013 — 2014
University of Louisville 1972 — 1974
Bachelor of Science with Honors, Sociology, 3.74
University of Chicago 1975 — 1976
None, Social Sciences
Principal Financial Group June 2015 - Present
CPM LLC September 2012 - June 2015
Comerica Bank, Wealth and Institutional Management April 2010 - September 2012
SunTrust Investment Services March 2008 - May 2009
The Bank of New York March 2006 - June 2007
UBS March 2004 - March 2006
Fifth Third Bank October 2001 - October 2003
Bank One September 1996 - March 2001
Northern Trust March 1994 - September 1996
NDB Bank 1990 - 1996
Skills
401 (k), 403 (b), SEP &..., Annuities (Variable &..., Asset Allocation, Business Continuation..., Business Overhead..., Buy-Sell Agreements, Buy-Sell Review, College Funding..., Deferred Compensation..., Dental Insurance, Disability Income..., Executive Benefits..., Financial Needs Analysis, Income Protection, Informal Business..., IRAs (Traditional &..., Key Person Insurance, Long-Term Care Insurance, Mutual Funds, Pension Plans, Salary Continuation, Series 6, 63..., Split Dollar Plans, Supplemental Retirement..., Survivor Income, Tax-Deferred Savings, Term Life Insurance, Universal Life Insurance, Wealth Accumulation
Education
Online Trading Academy 2013 — 2014
University of Louisville 1972 — 1974
Bachelor of Science with Honors, Sociology, 3.74
University of Chicago 1975 — 1976
None, Social Sciences
Bill LeVoir Bill LeVoir's Principal Financial Group Experience 1978 - 1985
Job VP, Business Development, Envelope Printing and Manufacturing
Industry Printing
Experience
MackayMitchell Envelope Company July 2011 - Present
MackayMitchell Envelope Company 1985 - July 2011
Mackay Envelope Company 1985 - 2004
Principal Financial Group 1978 - 1985
Skills
Direct Mail, Offset Printing, Account Management, Sales, Variable Data Printing, Marketing, Marketing Strategy, Sales Management, Print Management, New Business Development, B2B, Direct Marketing, Management, National Accounts, Flexo, P&L Management, Customer Service, Process Improvement, Strategy, Digital Printing, Print On Demand, Lead Generation, Trade Shows, Color Management, Wide Format Printing, Direct Sales, PURLs, Corporate Gifts, Pre-press, Sales Process, Packaging, Solution Selling, Selling, Customer Acquisition, Integrated Marketing, Multi-channel Marketing, Brand Development, Advertising, Strategic Partnerships
Education
BSM
University of Minnesota-Twin Cities
Bachelor of Arts (B.A.), French, International Relations
MackayMitchell Envelope Company July 2011 - Present
MackayMitchell Envelope Company 1985 - July 2011
Mackay Envelope Company 1985 - 2004
Principal Financial Group 1978 - 1985
Skills
Direct Mail, Offset Printing, Account Management, Sales, Variable Data Printing, Marketing, Marketing Strategy, Sales Management, Print Management, New Business Development, B2B, Direct Marketing, Management, National Accounts, Flexo, P&L Management, Customer Service, Process Improvement, Strategy, Digital Printing, Print On Demand, Lead Generation, Trade Shows, Color Management, Wide Format Printing, Direct Sales, PURLs, Corporate Gifts, Pre-press, Sales Process, Packaging, Solution Selling, Selling, Customer Acquisition, Integrated Marketing, Multi-channel Marketing, Brand Development, Advertising, Strategic Partnerships
Education
BSM
University of Minnesota-Twin Cities
Bachelor of Arts (B.A.), French, International Relations
Matt Nothnagel Matt Nothnagel's Principal Financial Group Experience 2008 - 2012
Job Financial Services Leader
Industry Financial Services
Experience
Principal Financial Group 2008 - 2012
TD Waterhouse 1993 - 2006
Education
University of Missouri-Columbia 1987 — 1991
BA, English and Spanish
Archbishop O'Hara High School
Principal Financial Group 2008 - 2012
TD Waterhouse 1993 - 2006
Education
University of Missouri-Columbia 1987 — 1991
BA, English and Spanish
Archbishop O'Hara High School
Alan Jenks's Principal Financial Group Experience December 2002 - June 2004
Job Experienced Sales and Financial Services Professional
Industry Financial Services
Experience
Private Asset Management, Inc. April 2009 - January 2015
DailyAccess Corporation April 2007 - October 2008
Integral Benefits, Inc. September 2005 - May 2007
Principal Financial Group/EBS Business Unit June 2004 - September 2005
Principal Financial Group December 2002 - June 2004
MullinTBG January 1998 - August 2002
The Santa Cruz Operation, Inc. (SCO) June 1994 - January 1998
Borland Software Corporation 1993 - 1994
DHL Worldwide Express 1989 - 1993
United Parcel Service 1982 - 1989
Skills
Investment Advisory, Investments, Portfolio Management, Wealth Management, Series 63, Series 65, Strategy, Retirement, Retirement Planning, C Level Selling, Management, Sales, Institutional..., Sales Management, Relationship Management, Consulting, Business Development, Consultative Sales..., Non-Qualified Deferred..., Public Speaking, Fortune 500 Account..., C-Level Negotiations, Sales Presentations, Finance, Employee Benefits, Retirement Plan..., Budgeting & Forecasting, Business Planning, Executive Coaching, Enterprise Technology..., International Sales, Client Services, Client Development, Contract Negotiation, Strategic Negotiations, National Account..., Solution Selling, Qualified Retirement..., Business Process..., Human Resources, New Business Development, Fundraising, Strategic Partnerships, Strategic Planning, Leadership, Key Account Acquisition..., Operations Management, Channel Sales, HR Management, Sales Operations
Education
University of Louisville 1981 — 1986
Personnel Administration and Industrial Relations
Moore High School 1978 — 1981
Private Asset Management, Inc. April 2009 - January 2015
DailyAccess Corporation April 2007 - October 2008
Integral Benefits, Inc. September 2005 - May 2007
Principal Financial Group/EBS Business Unit June 2004 - September 2005
Principal Financial Group December 2002 - June 2004
MullinTBG January 1998 - August 2002
The Santa Cruz Operation, Inc. (SCO) June 1994 - January 1998
Borland Software Corporation 1993 - 1994
DHL Worldwide Express 1989 - 1993
United Parcel Service 1982 - 1989
Skills
Investment Advisory, Investments, Portfolio Management, Wealth Management, Series 63, Series 65, Strategy, Retirement, Retirement Planning, C Level Selling, Management, Sales, Institutional..., Sales Management, Relationship Management, Consulting, Business Development, Consultative Sales..., Non-Qualified Deferred..., Public Speaking, Fortune 500 Account..., C-Level Negotiations, Sales Presentations, Finance, Employee Benefits, Retirement Plan..., Budgeting & Forecasting, Business Planning, Executive Coaching, Enterprise Technology..., International Sales, Client Services, Client Development, Contract Negotiation, Strategic Negotiations, National Account..., Solution Selling, Qualified Retirement..., Business Process..., Human Resources, New Business Development, Fundraising, Strategic Partnerships, Strategic Planning, Leadership, Key Account Acquisition..., Operations Management, Channel Sales, HR Management, Sales Operations
Education
University of Louisville 1981 — 1986
Personnel Administration and Industrial Relations
Moore High School 1978 — 1981
Carole Shaffer, ChFC, LTCP Carole Shaffer, ChFC, LTCP's Principal Financial Group Experience 1999 - 2001
Job Workplace Benefits & Insurance Planning, Vice President, The Shaffer Group, LLC
Industry Insurance
Experience
Shaffer Management Company January 2003 - Present
The Shaffer Group February 2001 - Present
Nolan Financial Group 2003 - 2006
The Holleman Companies 2001 - 2003
Principal Financial Group 1999 - 2001
Education
University of Maryland University College
Shaffer Management Company January 2003 - Present
The Shaffer Group February 2001 - Present
Nolan Financial Group 2003 - 2006
The Holleman Companies 2001 - 2003
Principal Financial Group 1999 - 2001
Education
University of Maryland University College
Jennifer Elphick Fitzgerald Jennifer Elphick Fitzgerald's Principal Financial Group Experience May 2008 - October 2010
Job Client Services Administrator at BCG Companies
Industry Financial Services
Experience
BCG Companies October 2010 - Present
Principal Financial Group May 2008 - October 2010
Skills
Customer Service, Retirement Planning, Insurance, Strategic Financial..., Access, Life Insurance, Estate Planning, Disability Insurance, Asset Allocation, Loans, Finance, Banking, Portfolio Management, Equities, Financial Services, 401k, Series 63, Sales Operations, Financial Analysis, Retirement, Securities, Asset Management, Employee Benefits, Series 6, Wealth Management, Pensions, Mutual Funds, Fixed Income, Bonds, Relationship Management, Series 7, Alternative Investments, Investment Management, Wealth, IRAs, Defined Benefit, Financial Markets, Series 65, Financial Risk, Financial Advisory, Defined Contribution, Financial Planners, Options
Education
Virginia Commonwealth University 2002 — 2005
Finance, Finance, General
University of Maryland College Park 1998 — 2001
Biology, General
BCG Companies October 2010 - Present
Principal Financial Group May 2008 - October 2010
Skills
Customer Service, Retirement Planning, Insurance, Strategic Financial..., Access, Life Insurance, Estate Planning, Disability Insurance, Asset Allocation, Loans, Finance, Banking, Portfolio Management, Equities, Financial Services, 401k, Series 63, Sales Operations, Financial Analysis, Retirement, Securities, Asset Management, Employee Benefits, Series 6, Wealth Management, Pensions, Mutual Funds, Fixed Income, Bonds, Relationship Management, Series 7, Alternative Investments, Investment Management, Wealth, IRAs, Defined Benefit, Financial Markets, Series 65, Financial Risk, Financial Advisory, Defined Contribution, Financial Planners, Options
Education
Virginia Commonwealth University 2002 — 2005
Finance, Finance, General
University of Maryland College Park 1998 — 2001
Biology, General
Jordan Rehnstrom's Principal Financial Group Experience February 2015 - Present
Job Sales Support Specialist at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group February 2015 - Present
UnityPoint Health July 2014 - November 2014
Lexington Regional Health Center May 2013 - August 2013
Skills
Microsoft Excel, Report Writing, SPSS, Marketing, Human Resources, Time Management, Analysis, Public Speaking, Teamwork, Event Planning
Education
University of Nebraska at Kearney 2010 — 2014
Bachelor's Degree, Business Administration, Finance minor
Principal Financial Group February 2015 - Present
UnityPoint Health July 2014 - November 2014
Lexington Regional Health Center May 2013 - August 2013
Skills
Microsoft Excel, Report Writing, SPSS, Marketing, Human Resources, Time Management, Analysis, Public Speaking, Teamwork, Event Planning
Education
University of Nebraska at Kearney 2010 — 2014
Bachelor's Degree, Business Administration, Finance minor
Tamiko Cuellar's Principal Financial Group Experience October 2006 - June 2009
Job CEO & Founder of Pursue Your Purpose, Small Business Strategist, Speaker, and Author
Industry Professional Training & Coaching
Experience
Pursue Your Purpose April 2012 - Present
Smart Minds Tutoring April 2011 - October 2012
Self-Employed July 2011 - July 2012
Principal Financial Group October 2006 - June 2009
Executive Financial Group January 2004 - December 2004
Skills
Leadership, Training, Public Speaking, Coaching, Public Relations, Fundraising, Community Outreach, Non-profits, Team Building, Budgets, PowerPoint, Research, Nonprofits, Event Planning, Change Management, Entrepreneurship, Project Management, Organizational..., Leadership Development, Employee Benefits, Management, Staff Development, Sales Management, Teaching, Microsoft Excel, Human Resources, Program Management, Social Networking, Consulting, New Business Development, Market Research, Interviews, Government, Small Business, Workshop Facilitation, Executive Coaching, Conflict Resolution, Recruiting, Start-ups, Strategic Planning, Motivational Speaking, Personal Development, Strategy
Education
University of Missouri-Columbia 1995 — 1999
B.S., Business & Public Administration w/ Management emphasis
University of Phoenix - (St. Louis, MO campus) 2000 — 2002
M.A., Organizational Management
City Vision College 2010 — 2010
B.S. in Nonprofit Management, Business, Non-profit Management, Missions
Lincoln Sr. High 1991 — 1995
High School Diploma, General Studies
Pursue Your Purpose April 2012 - Present
Smart Minds Tutoring April 2011 - October 2012
Self-Employed July 2011 - July 2012
Principal Financial Group October 2006 - June 2009
Executive Financial Group January 2004 - December 2004
Skills
Leadership, Training, Public Speaking, Coaching, Public Relations, Fundraising, Community Outreach, Non-profits, Team Building, Budgets, PowerPoint, Research, Nonprofits, Event Planning, Change Management, Entrepreneurship, Project Management, Organizational..., Leadership Development, Employee Benefits, Management, Staff Development, Sales Management, Teaching, Microsoft Excel, Human Resources, Program Management, Social Networking, Consulting, New Business Development, Market Research, Interviews, Government, Small Business, Workshop Facilitation, Executive Coaching, Conflict Resolution, Recruiting, Start-ups, Strategic Planning, Motivational Speaking, Personal Development, Strategy
Education
University of Missouri-Columbia 1995 — 1999
B.S., Business & Public Administration w/ Management emphasis
University of Phoenix - (St. Louis, MO campus) 2000 — 2002
M.A., Organizational Management
City Vision College 2010 — 2010
B.S. in Nonprofit Management, Business, Non-profit Management, Missions
Lincoln Sr. High 1991 — 1995
High School Diploma, General Studies
Gwen (Bruce) Villines, CRPC's Principal Financial Group Experience January 1997 - April 2000
Job Financial Services Professional
Industry Financial Services
Experience
Nationwide Retirement Solutions, Inc. January 2015 - Present
Ameriprise Financial Services, Inc. May 2013 - October 2014
Diversified Investment Advisors February 2005 - August 2012
Raymond James Financial Inc. April 2000 - February 2005
Principal Financial Group January 1997 - April 2000
Skills
Series 7, Series 9, Series 10, Series 63, Brokerage Firm..., Chartered Retirement..., Strategic Financial..., Wealth Management, Securities, Mutual Funds, Investments, Asset Allocation, IRAs, Non-Qualified Deferred..., Retirement Planning, Retirement Plan..., Qualified Retirement..., Options, Pensions, Defined Benefit, Defined Contribution, Investment Advisory..., Investment Advisory..., General Securities..., Personal Financial..., Investment Management, Investment Advisory, Fixed Annuities, Variable Annuities, 401k Rollovers, Roth IRA, Alternative Investments, ETFs, Investment Strategies, College Savings Plans, Wealth, Wealth Accumulation, Wealth Management..., Risk Management, High Net Worth..., Relationship Management, Financial Goals, Stocks, Income Protection, 529 Plans, Portfolio Management, Financial Advisory, Financial Planners, Financial Services, Separately Managed...
Education
Murray State University 1993 — 1995
Bachelor of Business, Finance
University of Kentucky 1991 — 1992
Associate of Arts (A.A.), General Studies
Nationwide Retirement Solutions, Inc. January 2015 - Present
Ameriprise Financial Services, Inc. May 2013 - October 2014
Diversified Investment Advisors February 2005 - August 2012
Raymond James Financial Inc. April 2000 - February 2005
Principal Financial Group January 1997 - April 2000
Skills
Series 7, Series 9, Series 10, Series 63, Brokerage Firm..., Chartered Retirement..., Strategic Financial..., Wealth Management, Securities, Mutual Funds, Investments, Asset Allocation, IRAs, Non-Qualified Deferred..., Retirement Planning, Retirement Plan..., Qualified Retirement..., Options, Pensions, Defined Benefit, Defined Contribution, Investment Advisory..., Investment Advisory..., General Securities..., Personal Financial..., Investment Management, Investment Advisory, Fixed Annuities, Variable Annuities, 401k Rollovers, Roth IRA, Alternative Investments, ETFs, Investment Strategies, College Savings Plans, Wealth, Wealth Accumulation, Wealth Management..., Risk Management, High Net Worth..., Relationship Management, Financial Goals, Stocks, Income Protection, 529 Plans, Portfolio Management, Financial Advisory, Financial Planners, Financial Services, Separately Managed...
Education
Murray State University 1993 — 1995
Bachelor of Business, Finance
University of Kentucky 1991 — 1992
Associate of Arts (A.A.), General Studies
Emily Gross Emily Gross's Principal Financial Group Experience March 2013 - November 2013
Job West Coast Sales Consultant
Industry Financial Services
Experience
Beaumont Capital Management (BCM) June 2015 - Present
Braver Capital Management November 2013 - June 2015
Principal Financial Group March 2013 - November 2013
American Funds January 2008 - March 2013
Eaton Vance May 2006 - December 2007
Putnam Investments January 2004 - March 2006
Education
University of Massachusetts, Amherst 1998 — 2002
Bachelor of Arts (B.A.), Psychology
Framingham High
Beaumont Capital Management (BCM) June 2015 - Present
Braver Capital Management November 2013 - June 2015
Principal Financial Group March 2013 - November 2013
American Funds January 2008 - March 2013
Eaton Vance May 2006 - December 2007
Putnam Investments January 2004 - March 2006
Education
University of Massachusetts, Amherst 1998 — 2002
Bachelor of Arts (B.A.), Psychology
Framingham High
Diane Ayala Diane Ayala's Principal Financial Group Experience August 2011 - Present
Job Project Analyst at Principal Financial Group
Industry Insurance
Experience
Principal Financial Group August 2011 - Present
Principal Financial Group March 1994 - July 2011
Skills
Detail Oriented, Client Relationship..., Competitive Analysis, Microsoft Office, Customer Service, Account Management, Negotiation, Healthcare, Business Analysis, Customer Relations, SharePoint, Insurance, CRM, Primavera P6, Process Improvement, Analysis, Employee Benefits, Project Management, Outlook, Underwriting
Education
University of Maryland Baltimore 1991 — 1993
Accounting
Principal Financial Group August 2011 - Present
Principal Financial Group March 1994 - July 2011
Skills
Detail Oriented, Client Relationship..., Competitive Analysis, Microsoft Office, Customer Service, Account Management, Negotiation, Healthcare, Business Analysis, Customer Relations, SharePoint, Insurance, CRM, Primavera P6, Process Improvement, Analysis, Employee Benefits, Project Management, Outlook, Underwriting
Education
University of Maryland Baltimore 1991 — 1993
Accounting
Umesh Gandhi Umesh Gandhi's Principal Financial Group Experience May 2015 - Present
Job Financial Services Representative at Principal Financial Group
Industry Accounting
Experience
Principal Financial Group May 2015 - Present
BIKRAM YOGA June 2014 - Present
Bank of America October 2003 - January 2014
Education
University of Mumbai
Bachelor's degree, Business/Commerce, General
Principal Financial Group May 2015 - Present
BIKRAM YOGA June 2014 - Present
Bank of America October 2003 - January 2014
Education
University of Mumbai
Bachelor's degree, Business/Commerce, General
Dan Henderson, JD's Principal Financial Group Experience April 1983 - Present
Job Managing Director, Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group April 1983 - Present
Equitable of Iowa January 1977 - April 1983
Skills
Estate Planning, Mutual Funds, Series 7, Annuities (Variable &..., Financial Needs Analysis, Wealth Accumulation, Supplemental Retirement..., Income Protection, IRA's (Traditional &..., Universal Life Insurance
Education
University of Iowa College of Law 1974 — 1977
JD, law
Principal Financial Group April 1983 - Present
Equitable of Iowa January 1977 - April 1983
Skills
Estate Planning, Mutual Funds, Series 7, Annuities (Variable &..., Financial Needs Analysis, Wealth Accumulation, Supplemental Retirement..., Income Protection, IRA's (Traditional &..., Universal Life Insurance
Education
University of Iowa College of Law 1974 — 1977
JD, law
Virginia Marty Virginia Marty's Principal Financial Group Experience 2014 - Present
Job Financial Services Representative, Princor Registered Representative at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group 2014 - Present
Property and Casualty 2012 - Present
Citibank 2006 - 2012
Skills
Retirement Planning, Estate Planning, Financial Needs Analysis, Buy-Sell Agreements, Property & Casualty..., Asset Allocation, Series 7, 6, 66, 63, 26, Disability Income..., Informal Business..., Executive Benefits..., Income Protection, Annuities (Variable &..., Charitable Giving, Salary Continuation, Wealth Accumulation, Tax Deferred Savings, IRA's (Traditional &..., 401(k), 403 (b), SEP &..., Mutual Funds, Pension Plans
Education
Our Lady of Lourdes Academy
High School
University of Miami - School of Business
Finance
Principal Financial Group 2014 - Present
Property and Casualty 2012 - Present
Citibank 2006 - 2012
Skills
Retirement Planning, Estate Planning, Financial Needs Analysis, Buy-Sell Agreements, Property & Casualty..., Asset Allocation, Series 7, 6, 66, 63, 26, Disability Income..., Informal Business..., Executive Benefits..., Income Protection, Annuities (Variable &..., Charitable Giving, Salary Continuation, Wealth Accumulation, Tax Deferred Savings, IRA's (Traditional &..., 401(k), 403 (b), SEP &..., Mutual Funds, Pension Plans
Education
Our Lady of Lourdes Academy
High School
University of Miami - School of Business
Finance
Andy Tighe Andy Tighe's Principal Financial Group Experience November 2010 - Present
Job Financial Advisor at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group November 2010 - Present
Principal Financial Group March 2008 - November 2010
University of Minnesota Cystic Fibrosis Research Center April 2008 - May 2009
Merrill Lynch May 2007 - October 2007
Skills
Life Insurance, Income Protection, Financial Needs Analysis, Wealth Accumulation, Asset Allocation, Tax-Deferred Savings, 401 (k), 403 (b), SEP &..., Executive Benefits..., Deferred Compensation..., Pension Plans, Business Continuation..., College Funding...
Education
University of Minnesota-Twin Cities 2004 — 2009
Economics
Principal Financial Group November 2010 - Present
Principal Financial Group March 2008 - November 2010
University of Minnesota Cystic Fibrosis Research Center April 2008 - May 2009
Merrill Lynch May 2007 - October 2007
Skills
Life Insurance, Income Protection, Financial Needs Analysis, Wealth Accumulation, Asset Allocation, Tax-Deferred Savings, 401 (k), 403 (b), SEP &..., Executive Benefits..., Deferred Compensation..., Pension Plans, Business Continuation..., College Funding...
Education
University of Minnesota-Twin Cities 2004 — 2009
Economics
Alberto Soulier Alberto Soulier's Principal Financial Group Experience December 2012 - April 2014
Job Financial Services Representative at National Life Group
Industry Financial Services
Experience
Principal Financial Group December 2012 - April 2014
First Financial Group LLC. June 2009 - July 2013
City First Mortgage Corporation March 2003 - May 2009
Skills
Finance, Investments, Insurance, Portfolio Management, Sales, Retirement, Strategic Financial..., Financial Analysis, Life Insurance, Marketing, Strategic Planning, Marketing Strategy, Mutual Funds, Fixed Annuities, Business Planning, New Business Development, Entrepreneurship, Variable Annuities, Market Research, Indexed Annuities, Income Protection, Manage Client..., Financial Services, Financial Planning, Retirement Planning
Education
University of Miami - School of Business 1985 — 1988
Bachelor of Business Administration (B.B.A.), Finance, General
L'Académie de langues et de commerce - G. & S. Roesner. Geneva, Switzerland. 1984 — 1985
French Studies
Principal Financial Group December 2012 - April 2014
First Financial Group LLC. June 2009 - July 2013
City First Mortgage Corporation March 2003 - May 2009
Skills
Finance, Investments, Insurance, Portfolio Management, Sales, Retirement, Strategic Financial..., Financial Analysis, Life Insurance, Marketing, Strategic Planning, Marketing Strategy, Mutual Funds, Fixed Annuities, Business Planning, New Business Development, Entrepreneurship, Variable Annuities, Market Research, Indexed Annuities, Income Protection, Manage Client..., Financial Services, Financial Planning, Retirement Planning
Education
University of Miami - School of Business 1985 — 1988
Bachelor of Business Administration (B.B.A.), Finance, General
L'Académie de langues et de commerce - G. & S. Roesner. Geneva, Switzerland. 1984 — 1985
French Studies
Lawrence Blumenfeld CLU, ChFC Lawrence Blumenfeld CLU, ChFC's Principal Financial Group Experience August 1973 - December 2011
Job Financial Services Representative at First Heartland Capital, Inc.
Industry Financial Services
Experience
First Heartland Capital, Inc. January 2012 - Present
Principal Financial Group August 1973 - December 2011
Pacific Life October 1971 - August 1973
Skills
Financial Services, Retirement Planning, Life Insurance, Fixed Annuities, Retirement, Mutual Funds, Estate Planning, Disability Insurance
Education
University of Missouri-Columbia 1967 — 1971
Bachelor's degree, History
First Heartland Capital, Inc. January 2012 - Present
Principal Financial Group August 1973 - December 2011
Pacific Life October 1971 - August 1973
Skills
Financial Services, Retirement Planning, Life Insurance, Fixed Annuities, Retirement, Mutual Funds, Estate Planning, Disability Insurance
Education
University of Missouri-Columbia 1967 — 1971
Bachelor's degree, History
Tony Lauria Tony Lauria's Principal Financial Group Experience August 2012 - December 2012
Job Senior Account Manager at Proto Labs
Industry Mechanical or Industrial Engineering
Experience
Proto Labs May 2015 - Present
Proto Labs January 2013 - Present
Principal Financial Group August 2012 - December 2012
Fastenal December 2010 - December 2012
Gander Mountain August 2008 - January 2011
Minnesota Department of Natural Recourses, French River Office May 2009 - September 2009
Skills
Customer Service, Sales Operations, Strategic Planning, Team Leadership, Investments, Lead Generation, Cross-functional Team..., Project Management, PowerPoint, Solution Selling, Sales Management, Team Building, Sales, Leadership, Business Development, Management, Product Development, Finance, Budgets, Sales Process, Market Research, Marketing Strategy, Financial Analysis, Cold Calling, CRM, Marketing, Negotiation, Portfolio Management, Selling, Contract Negotiation, Pricing
Education
Anoka High school
University of Minnesota-Duluth 2006 — 2011
B.A, Economics; Econometrics
University of Minnesota-Duluth 2007 — 2011
B.A, Environmental Studies; Biological Sciences
Proto Labs May 2015 - Present
Proto Labs January 2013 - Present
Principal Financial Group August 2012 - December 2012
Fastenal December 2010 - December 2012
Gander Mountain August 2008 - January 2011
Minnesota Department of Natural Recourses, French River Office May 2009 - September 2009
Skills
Customer Service, Sales Operations, Strategic Planning, Team Leadership, Investments, Lead Generation, Cross-functional Team..., Project Management, PowerPoint, Solution Selling, Sales Management, Team Building, Sales, Leadership, Business Development, Management, Product Development, Finance, Budgets, Sales Process, Market Research, Marketing Strategy, Financial Analysis, Cold Calling, CRM, Marketing, Negotiation, Portfolio Management, Selling, Contract Negotiation, Pricing
Education
Anoka High school
University of Minnesota-Duluth 2006 — 2011
B.A, Economics; Econometrics
University of Minnesota-Duluth 2007 — 2011
B.A, Environmental Studies; Biological Sciences
Michelle Gao Michelle Gao's Principal Financial Group Experience June 2011 - September 2011
Job Director at Sahara Energy
Industry Financial Services
Experience
Sahara Energy December 2014 - Present
Pinebridge investment January 2013 - Present
PineBridge Investments June 2013 - November 2014
Worcester Polytechnic Institute September 2010 - May 2012
Principal Financial Group June 2011 - September 2011
Skills
R, Quantitative Analytics, Quantitative Finance, SAS, Matlab, VBA, Financial Modeling, Equities, Data Analysis, Statistics
Education
Worcester Polytechnic Institute 2010 — 2012
Master of Science (M.S.), Financial Mathematics
University of Kent 2006 — 2009
bachelor degree, actuarial science
Sahara Energy December 2014 - Present
Pinebridge investment January 2013 - Present
PineBridge Investments June 2013 - November 2014
Worcester Polytechnic Institute September 2010 - May 2012
Principal Financial Group June 2011 - September 2011
Skills
R, Quantitative Analytics, Quantitative Finance, SAS, Matlab, VBA, Financial Modeling, Equities, Data Analysis, Statistics
Education
Worcester Polytechnic Institute 2010 — 2012
Master of Science (M.S.), Financial Mathematics
University of Kent 2006 — 2009
bachelor degree, actuarial science
Reneé Smith Davis's Principal Financial Group Experience July 2002 - December 2002
Job Project Program Management Sr. Advisor at Dell
Industry Information Technology and Services
Experience
Dell August 2011 - Present
Dell November 2009 - July 2011
Dell March 2007 - November 2009
TEKsystems May 2006 - March 2007
Crossroads Systems, Inc February 2006 - May 2006
Crossroads Systems, Inc October 2005 - February 2006
DJ's Optical Lab January 2003 - August 2005
Principal Financial Group July 2002 - December 2002
Principal Financial Group July 2001 - July 2002
Skills
Vendor Management, Business Analysis, Customer Relations, Program Management, Account Management, Project Management, Cross-functional Team..., Customer Service, Process Improvement, Project Planning, Visio, Business Process, SDLC, Integration, SharePoint, Leadership, Change Management, PMP, Project Portfolio..., Product Management, Business Process..., Management, Team Leadership, CRM, Business Intelligence
Education
University of Mary Hardin-Baylor 1997 — 2001
B.A., Communication
Dell August 2011 - Present
Dell November 2009 - July 2011
Dell March 2007 - November 2009
TEKsystems May 2006 - March 2007
Crossroads Systems, Inc February 2006 - May 2006
Crossroads Systems, Inc October 2005 - February 2006
DJ's Optical Lab January 2003 - August 2005
Principal Financial Group July 2002 - December 2002
Principal Financial Group July 2001 - July 2002
Skills
Vendor Management, Business Analysis, Customer Relations, Program Management, Account Management, Project Management, Cross-functional Team..., Customer Service, Process Improvement, Project Planning, Visio, Business Process, SDLC, Integration, SharePoint, Leadership, Change Management, PMP, Project Portfolio..., Product Management, Business Process..., Management, Team Leadership, CRM, Business Intelligence
Education
University of Mary Hardin-Baylor 1997 — 2001
B.A., Communication
Patricia Meland Patricia Meland's Principal Financial Group Experience 2003 - 2004
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2013 - Present
ING U.S. November 2004 - June 2013
Principal Financial Group 2003 - 2004
State Farm Insurance 2002 - 2003
Waddell & Reed 2000 - 2002
Skills
Annuities, Insurance, Mutual Funds, Retirement Planning, Series 63, Wholesaling, Pensions, Recruiting, Series 7, Strategic Financial..., Webinars, Brainshark, Microsoft Office, Salesforce.com, ACT CRM, Sales Presentations, Fixed Annuities, Wealth Management, Financial Advisory, Financial Services, Asset Allocation, Business Development, 401k, Financial Planning, Investment Strategies, Investments, Retirement
Education
University of Minnesota-Crookston
Fidelity Investments June 2013 - Present
ING U.S. November 2004 - June 2013
Principal Financial Group 2003 - 2004
State Farm Insurance 2002 - 2003
Waddell & Reed 2000 - 2002
Skills
Annuities, Insurance, Mutual Funds, Retirement Planning, Series 63, Wholesaling, Pensions, Recruiting, Series 7, Strategic Financial..., Webinars, Brainshark, Microsoft Office, Salesforce.com, ACT CRM, Sales Presentations, Fixed Annuities, Wealth Management, Financial Advisory, Financial Services, Asset Allocation, Business Development, 401k, Financial Planning, Investment Strategies, Investments, Retirement
Education
University of Minnesota-Crookston
David Spellman David Spellman's Principal Financial Group Experience January 1987 - Present
Job Insurance and Financial Advisor
Industry Financial Services
Experience
Principal Financial Group January 1987 - Present
NAIFA 1987 - 2015
WLOB TALK RADIO January 2005 - January 2010
Aetna Casualty & Surety January 1982 - January 1984
Skills
Life Insurance, Disability Insurance, Retirement Planning, Insurance, 401k, Employee Benefits, Financial Advisory, Finance, Fixed Annuities, Term Life Insurance
Education
University of Maine 1977 — 1981
BA, English, Technical Writing
University of Maine 1977 — 1981
Bachelor of Arts (B.A.), English Language and Literature, Technical Writing
Cony High School 1973 — 1977
Principal Financial Group January 1987 - Present
NAIFA 1987 - 2015
WLOB TALK RADIO January 2005 - January 2010
Aetna Casualty & Surety January 1982 - January 1984
Skills
Life Insurance, Disability Insurance, Retirement Planning, Insurance, 401k, Employee Benefits, Financial Advisory, Finance, Fixed Annuities, Term Life Insurance
Education
University of Maine 1977 — 1981
BA, English, Technical Writing
University of Maine 1977 — 1981
Bachelor of Arts (B.A.), English Language and Literature, Technical Writing
Cony High School 1973 — 1977
Vinessa Harris Vinessa Harris's Principal Financial Group Experience September 2013 - August 2014
Job Proposal Specialist II at MetLife
Industry Financial Services
Experience
MetLife September 2014 - Present
Principal Financial Group September 2013 - August 2014
Sun Life Financial November 2012 - August 2013
Verizon Wireless March 2005 - July 2011
Skills
Federal, State, and..., GSA Federal Supply..., Departmental Training, Facilities Management, Team Building, Compliance Handling, RFP Generation, RFP Design, Contract Management, Contract Negotiation, Project Management, Training, Negotiation, Sales, Employee Benefits, Finance, Proposal Writing, Customer Service, Disability Insurance, Leadership, Life Insurance, Management, Insurance, Strategic Planning
Education
University of Maryland College Park 1999 — 2003
Bachelor of Science (B.S.)
MetLife September 2014 - Present
Principal Financial Group September 2013 - August 2014
Sun Life Financial November 2012 - August 2013
Verizon Wireless March 2005 - July 2011
Skills
Federal, State, and..., GSA Federal Supply..., Departmental Training, Facilities Management, Team Building, Compliance Handling, RFP Generation, RFP Design, Contract Management, Contract Negotiation, Project Management, Training, Negotiation, Sales, Employee Benefits, Finance, Proposal Writing, Customer Service, Disability Insurance, Leadership, Life Insurance, Management, Insurance, Strategic Planning
Education
University of Maryland College Park 1999 — 2003
Bachelor of Science (B.S.)
Eric Kristenson, AIF, CRPS Eric Kristenson, AIF, CRPS's Principal Financial Group Experience September 2001 - August 2006
Job Vice President, Senior Retirement Consultant at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds August 2006 - Present
Principal Financial Group September 2001 - August 2006
Fidelity Investments September 1999 - September 2001
Skills
AIF, CRPS, Series 63, 401k, Series 7, Retirement, Mutual Funds, Retirement Planning, Series 6, Fixed Annuities, Asset Allocation, Defined Contribution, Investment Advisory, Defined Benefit, Series 65, FINRA, Alternative Investments, Investments, Separately Managed..., Retirement Plan...
Education
University of Massachusetts at Lowell 1992 — 1996
3.3
OppenheimerFunds August 2006 - Present
Principal Financial Group September 2001 - August 2006
Fidelity Investments September 1999 - September 2001
Skills
AIF, CRPS, Series 63, 401k, Series 7, Retirement, Mutual Funds, Retirement Planning, Series 6, Fixed Annuities, Asset Allocation, Defined Contribution, Investment Advisory, Defined Benefit, Series 65, FINRA, Alternative Investments, Investments, Separately Managed..., Retirement Plan...
Education
University of Massachusetts at Lowell 1992 — 1996
3.3
Trey Behning Trey Behning's Principal Financial Group Experience January 2012 - Present
Job Consulting Analyst at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group January 2012 - Present
McGladrey January 2011 - April 2011
Skills
Financial Modeling, Financial Analysis, Retirement, Equities, Finance, Employee Benefits, ESOP, Defined Contribution, Accounting
Education
University of Iowa - Henry B. Tippie College of Business 2008 — 2011
BBA, Accounting and Finance
Principal Financial Group January 2012 - Present
McGladrey January 2011 - April 2011
Skills
Financial Modeling, Financial Analysis, Retirement, Equities, Finance, Employee Benefits, ESOP, Defined Contribution, Accounting
Education
University of Iowa - Henry B. Tippie College of Business 2008 — 2011
BBA, Accounting and Finance
Prasad Pethe, PMP,CSM Prasad Pethe, PMP,CSM's Principal Financial Group Experience 2003 - 2005
Job Sr. Project Manager at Wellmark Blue Cross and Blue Shield
Industry Financial Services
Experience
Wellmark Blue Cross and Blue Shield February 2014 - Present
Athene USA October 2013 - February 2014
Aviva Investors April 2008 - October 2013
Wells Fargo 2006 - 2008
Principal Financial Group 2003 - 2005
Ness Global Services 2002 - 2005
Mazda North American Operations 2001 - 2003
IBM Global Services 1998 - 2000
Johnson & Johnson Ltd 1996 - 1998
Mahindra & Mahindra 1995 - 1996
Skills
Process Improvement, Program Management, Leadership, Project Management, Management, Project Portfolio..., Cross-functional Team..., Application Lifecycle..., Agile Methodologies, Change Management, Project Delivery, Agile Project Management, Stakeholder Management, Resource Management
Education
Western Carolina University
Major in Project Management
Certified Scrum Master
CSM
Project Management Institute, PMP
PMP, Project Managment
University of Mumbai
Bachelor of Science (BS), Industrial Engineering
Wellmark Blue Cross and Blue Shield February 2014 - Present
Athene USA October 2013 - February 2014
Aviva Investors April 2008 - October 2013
Wells Fargo 2006 - 2008
Principal Financial Group 2003 - 2005
Ness Global Services 2002 - 2005
Mazda North American Operations 2001 - 2003
IBM Global Services 1998 - 2000
Johnson & Johnson Ltd 1996 - 1998
Mahindra & Mahindra 1995 - 1996
Skills
Process Improvement, Program Management, Leadership, Project Management, Management, Project Portfolio..., Cross-functional Team..., Application Lifecycle..., Agile Methodologies, Change Management, Project Delivery, Agile Project Management, Stakeholder Management, Resource Management
Education
Western Carolina University
Major in Project Management
Certified Scrum Master
CSM
Project Management Institute, PMP
PMP, Project Managment
University of Mumbai
Bachelor of Science (BS), Industrial Engineering
Kristen Hajjar Kristen Hajjar's Principal Financial Group Experience August 2006 - June 2007
Job Controller at Kaloutas & Co., Inc.
Industry Accounting
Experience
Kaloutas & Co., Inc. January 2015 - Present
Kaloutas & Co., Inc. June 2007 - Present
Principal Financial Group August 2006 - June 2007
Skills
Accounts Payable, Accounts Receivable, Budgets, Payroll, Account Reconciliation, Accounting, Process Scheduler, Contract Management
Education
University of Massachusetts Lowell 2002 — 2006
Bachelors Degree in English, Concentration in Writing
American International University of Switzerland 2005 — 2005
Semester Abroad
Kaloutas & Co., Inc. January 2015 - Present
Kaloutas & Co., Inc. June 2007 - Present
Principal Financial Group August 2006 - June 2007
Skills
Accounts Payable, Accounts Receivable, Budgets, Payroll, Account Reconciliation, Accounting, Process Scheduler, Contract Management
Education
University of Massachusetts Lowell 2002 — 2006
Bachelors Degree in English, Concentration in Writing
American International University of Switzerland 2005 — 2005
Semester Abroad
Janette Guerrero Janette Guerrero's Principal Financial Group Experience July 1998 - January 2000
Job Senior Payroll Admin at NEC Display Solutions
Industry Computer Hardware
Experience
NEC Display Solutions November 2007 - Present
Jackson Wabash, Ajilon Finance, and Alliance HR Network April 2007 - November 2007
Utilities Inc. December 2006 - April 2007
SurePayroll April 2006 - November 2006
FPM Heat Treating January 2005 - March 2006
Ultimate Bookkeeping Services January 2000 - June 2005
Qualitec, LLC March 2001 - November 2001
El Sitio USA, Inc. January 2000 - March 2001
Blue Cross and Blue Shield July 1998 - January 2000
Principal Financial Group July 1998 - January 2000
Skills
Payroll, Outlook, Accounting, Customer Service, Financial Reporting, Customer Relations, PeopleSoft, Microsoft Office, General Ledger, Problem Solving, Compliance, Employee Relations, Administration, HRIS, SAP, Payroll Processing, Team Building, Account Management, Insurance, Accounts Payable, Reconciliation, Research, Negotiation, Documentation, Tax, SOX, Auditing, Coaching, Change Management, Policy, Financial Planning, Employee Benefits, ADP Payroll, Microsoft Excel, QuickBooks, Interviews, Management, Payroll Taxes, Training, Invoicing, Sourcing, Finance, Process Improvement, Sales, Time Management
Education
University of Miami 1995 — 1999
Business/Administration/Accounting
NEC Display Solutions November 2007 - Present
Jackson Wabash, Ajilon Finance, and Alliance HR Network April 2007 - November 2007
Utilities Inc. December 2006 - April 2007
SurePayroll April 2006 - November 2006
FPM Heat Treating January 2005 - March 2006
Ultimate Bookkeeping Services January 2000 - June 2005
Qualitec, LLC March 2001 - November 2001
El Sitio USA, Inc. January 2000 - March 2001
Blue Cross and Blue Shield July 1998 - January 2000
Principal Financial Group July 1998 - January 2000
Skills
Payroll, Outlook, Accounting, Customer Service, Financial Reporting, Customer Relations, PeopleSoft, Microsoft Office, General Ledger, Problem Solving, Compliance, Employee Relations, Administration, HRIS, SAP, Payroll Processing, Team Building, Account Management, Insurance, Accounts Payable, Reconciliation, Research, Negotiation, Documentation, Tax, SOX, Auditing, Coaching, Change Management, Policy, Financial Planning, Employee Benefits, ADP Payroll, Microsoft Excel, QuickBooks, Interviews, Management, Payroll Taxes, Training, Invoicing, Sourcing, Finance, Process Improvement, Sales, Time Management
Education
University of Miami 1995 — 1999
Business/Administration/Accounting
Albert Maixner's Principal Financial Group Experience April 2014 - Present
Job Relationship Manager at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group April 2014 - Present
Wells Fargo Advisors April 2013 - April 2014
Edward Jones June 2010 - March 2013
Edward Jones May 2009 - June 2010
Edward Jones August 2008 - October 2009
Skills
Retirement Planning, Investments, Portfolio Management, Customer Service, Financial Analysis, Microsoft Office, Microsoft Excel, Insurance, Sales, Marketing, PowerPoint, Retirement, IRAs, Pensions, Series 7, 401k, Financial Advisory, Training, Mutual Funds
Education
University of Missouri-Columbia 2005 — 2009
Human Environmental Sciences, Personal Financial Planning
Oakville High School 2001 — 2005
High School, General Studies
Principal Financial Group April 2014 - Present
Wells Fargo Advisors April 2013 - April 2014
Edward Jones June 2010 - March 2013
Edward Jones May 2009 - June 2010
Edward Jones August 2008 - October 2009
Skills
Retirement Planning, Investments, Portfolio Management, Customer Service, Financial Analysis, Microsoft Office, Microsoft Excel, Insurance, Sales, Marketing, PowerPoint, Retirement, IRAs, Pensions, Series 7, 401k, Financial Advisory, Training, Mutual Funds
Education
University of Missouri-Columbia 2005 — 2009
Human Environmental Sciences, Personal Financial Planning
Oakville High School 2001 — 2005
High School, General Studies
Michael W. Davis's Principal Financial Group Experience January 1991 - January 1996
Job Associa Gulf Coast
Industry Real Estate
Experience
Associa Gulf Coast December 2013 - Present
Humana August 2010 - Present
Michael W Davis, L-CAM October 2007 - Present
Davis Suncoast Realty January 1990 - Present
Real Estate School January 1983 - Present
Embassy Mortgage Group,Inc. January 2009 - December 2013
Principal Financial Group January 1991 - January 1996
Tampa College January 1989 - December 1993
Merril Lynch Community Association Management January 1981 - December 1986
Skills
Medicare, Licensing, Real Estate, Instruction, Property Management, Sellers, Residential Homes, Condos, Insurance, Relocation, Management, Negotiation, Investments, Property, Licensed Community..., Contract Negotiation, Sales, Single Family Homes, Selling, Finance, Brokerage, Real Property, Leases, Mortgage Lending, Rentals, Loans, FHA, HOA, Investment Properties, Commercial Real Estate, Buyer Representation, Team Building, Investors, Short Sales, Brokers, Community Associations, Business, Construction, Market Analysis
Education
University of Louisville 1973 — 1978
BA, History & Social Sciences / Pre-Law
Associa Gulf Coast December 2013 - Present
Humana August 2010 - Present
Michael W Davis, L-CAM October 2007 - Present
Davis Suncoast Realty January 1990 - Present
Real Estate School January 1983 - Present
Embassy Mortgage Group,Inc. January 2009 - December 2013
Principal Financial Group January 1991 - January 1996
Tampa College January 1989 - December 1993
Merril Lynch Community Association Management January 1981 - December 1986
Skills
Medicare, Licensing, Real Estate, Instruction, Property Management, Sellers, Residential Homes, Condos, Insurance, Relocation, Management, Negotiation, Investments, Property, Licensed Community..., Contract Negotiation, Sales, Single Family Homes, Selling, Finance, Brokerage, Real Property, Leases, Mortgage Lending, Rentals, Loans, FHA, HOA, Investment Properties, Commercial Real Estate, Buyer Representation, Team Building, Investors, Short Sales, Brokers, Community Associations, Business, Construction, Market Analysis
Education
University of Louisville 1973 — 1978
BA, History & Social Sciences / Pre-Law
Annette Masterson's Principal Financial Group Experience July 1989 - March 1998
Job Head of Fixed Income Research at The Travelers
Industry Investment Management
Experience
The Travelers November 2003 - Present
Minnesota Life/Advantus Capital Management July 1998 - October 2003
Principal Financial Group July 1989 - March 1998
Skills
Portfolio Management, Financial Analysis, Asset Management, Bonds, Fixed Income Analysis, Risk Management, Securities, Investments, Fixed Income
Education
University of Minnesota-Twin Cities 1987 — 1988
MBA, Business Administration
University of Minnesota-Morris 1980 — 1983
BA, Economics, Finance, English
The Travelers November 2003 - Present
Minnesota Life/Advantus Capital Management July 1998 - October 2003
Principal Financial Group July 1989 - March 1998
Skills
Portfolio Management, Financial Analysis, Asset Management, Bonds, Fixed Income Analysis, Risk Management, Securities, Investments, Fixed Income
Education
University of Minnesota-Twin Cities 1987 — 1988
MBA, Business Administration
University of Minnesota-Morris 1980 — 1983
BA, Economics, Finance, English
Josh Dau's Principal Financial Group Experience June 1996 - May 2000
Job at Assurant Health
Industry Insurance
Experience
Assurant Health August 2012 - Present
Assurant Health July 2009 - August 2012
Godfrey & Kahn September 2005 - July 2009
Ameriprise Financial Services, Inc. August 2001 - June 2002
Fortis Financial Group May 2000 - July 2001
Principal Financial Group June 1996 - May 2000
Skills
Health Insurance, Healthcare Compliance, Health Care Reform, Individual Health..., Insurance, Financial Risk, Analysis, Actuarial Science, Idea Generation, Legal Research, Litigation, Medical Compliance, New Business Development, Profit Margins, Profitable Growth, Risk Analysis, Risk Management, Supplemental Health, Underwriting
Education
University of Minnesota Law School 2002 — 2005
JD, Law
University of Minnesota-Duluth 1992 — 1996
BS, Math, Economics
Assurant Health August 2012 - Present
Assurant Health July 2009 - August 2012
Godfrey & Kahn September 2005 - July 2009
Ameriprise Financial Services, Inc. August 2001 - June 2002
Fortis Financial Group May 2000 - July 2001
Principal Financial Group June 1996 - May 2000
Skills
Health Insurance, Healthcare Compliance, Health Care Reform, Individual Health..., Insurance, Financial Risk, Analysis, Actuarial Science, Idea Generation, Legal Research, Litigation, Medical Compliance, New Business Development, Profit Margins, Profitable Growth, Risk Analysis, Risk Management, Supplemental Health, Underwriting
Education
University of Minnesota Law School 2002 — 2005
JD, Law
University of Minnesota-Duluth 1992 — 1996
BS, Math, Economics
Kerri Turner Villeneuve's Principal Financial Group Experience September 2008 - August 2012
Job Regional Sales Manager at LifeMap
Industry Insurance
Experience
LifeMap November 2014 - Present
Assurant Employee Benefits August 2012 - November 2014
Principal Financial Group September 2008 - August 2012
Metropolitan Life Insurance Company May 2001 - September 2008
Skills
Sales, Sales Operations, Insurance, Business Development, Sales Management, Management, Leadership, Marketing, Employee Benefits, Customer Retention, Underwriting, Life Insurance, Customer Service, Brokers, Disability Insurance, Health Insurance, Term Life Insurance, Health Savings Accounts, Account Management, Long-term Care, New Business Development, Marketing Strategy, Cold Calling, Group Insurance, Strategic Planning, Voluntary Employee..., Training
Education
The University of Montana 1991 — 1996
Bachelor of Education (B.Ed.), Health and Human Performance
LifeMap November 2014 - Present
Assurant Employee Benefits August 2012 - November 2014
Principal Financial Group September 2008 - August 2012
Metropolitan Life Insurance Company May 2001 - September 2008
Skills
Sales, Sales Operations, Insurance, Business Development, Sales Management, Management, Leadership, Marketing, Employee Benefits, Customer Retention, Underwriting, Life Insurance, Customer Service, Brokers, Disability Insurance, Health Insurance, Term Life Insurance, Health Savings Accounts, Account Management, Long-term Care, New Business Development, Marketing Strategy, Cold Calling, Group Insurance, Strategic Planning, Voluntary Employee..., Training
Education
The University of Montana 1991 — 1996
Bachelor of Education (B.Ed.), Health and Human Performance
Matthew Tapping's Principal Financial Group Experience July 2013 - Present
Job Operations Manager at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group July 2013 - Present
University of Southern California March 2010 - July 2013
Brentwood Alliance Financial July 2008 - March 2010
Skills
Strategic Planning, Operations Management, Organizational..., Business Process..., Project Management, Solution Implementation, Business Strategy, Financial Reporting, Financial Modeling, Team Management, Organizational Culture, Employee Engagement
Education
University of Southern California 2006 — 2008
Master's Degree
University of Michigan 2005 — 2006
Bachelor's Degree
Principal Financial Group July 2013 - Present
University of Southern California March 2010 - July 2013
Brentwood Alliance Financial July 2008 - March 2010
Skills
Strategic Planning, Operations Management, Organizational..., Business Process..., Project Management, Solution Implementation, Business Strategy, Financial Reporting, Financial Modeling, Team Management, Organizational Culture, Employee Engagement
Education
University of Southern California 2006 — 2008
Master's Degree
University of Michigan 2005 — 2006
Bachelor's Degree
Jenny Smit's Principal Financial Group Experience June 2004 - September 2004
Job Creator and Cook at Jenny Cooks Frasier
Industry Information Technology and Services
Experience
Jenny Cooks Frasier July 2014 - Present
Present May 2014 - June 2014
Microsoft February 2008 - February 2012
LECG January 2006 - March 2007
T-Mobile June 2005 - September 2005
Principal Financial Group June 2004 - September 2004
IBM Global Services January 1999 - August 2001
Skills
Cross-functional Team..., Process Improvement, Project Management, Business Process, Business Intelligence, Business Analysis, Management, Requirements Analysis, Analysis, Change Management, Leadership
Education
University of Miami
BA, Information Technology
Jenny Cooks Frasier July 2014 - Present
Present May 2014 - June 2014
Microsoft February 2008 - February 2012
LECG January 2006 - March 2007
T-Mobile June 2005 - September 2005
Principal Financial Group June 2004 - September 2004
IBM Global Services January 1999 - August 2001
Skills
Cross-functional Team..., Process Improvement, Project Management, Business Process, Business Intelligence, Business Analysis, Management, Requirements Analysis, Analysis, Change Management, Leadership
Education
University of Miami
BA, Information Technology
Jim Humphrey, FACHE's Principal Financial Group Experience January 2010 - June 2011
Job Operations Director at Cigna
Industry Insurance
Experience
Cigna January 2014 - Present
HealthSpring July 2011 - January 2014
Principal Financial Group January 2010 - June 2011
CIGNA Healthcare September 2000 - December 2009
Banner Health June 1995 - July 2000
Tenet Healthcare March 1994 - June 1995
Corona Regional Medical Center October 1992 - March 1994
FHP, Inc. April 1989 - October 1992
Skills
Managed Care, Contract Negotiation, Hospitals, Provider Relations, Network Development, Provider Contracting, Healthcare Management, Medicare, Negotiation, Health Policy, Informatics, Healthcare Industry, PPO, Physicians, Healthcare, Credentialing, Health Insurance, HMO, EHR, Medicaid, Healthcare Consulting, Utilization Management, Physician Relations, Team Building, Strategic Planning, Healthcare Reimbursement, Medical Compliance, HIPAA, Disease Management, EMR, Practice Management, Leadership, Process Improvement, CPT, Business Development, Revenue Cycle, Quality Improvement, Revenue Cycle Management, Medicaid Managed Care, Clinical Research, Healthcare Information..., Home Care, Claim, Pharmacy Benefit..., Insurance
Education
Washington University in St. Louis School of Medicine 1985 — 1987
MHA, Health Administration
University of Missouri-Columbia
BHS, Health Service Management
Cigna January 2014 - Present
HealthSpring July 2011 - January 2014
Principal Financial Group January 2010 - June 2011
CIGNA Healthcare September 2000 - December 2009
Banner Health June 1995 - July 2000
Tenet Healthcare March 1994 - June 1995
Corona Regional Medical Center October 1992 - March 1994
FHP, Inc. April 1989 - October 1992
Skills
Managed Care, Contract Negotiation, Hospitals, Provider Relations, Network Development, Provider Contracting, Healthcare Management, Medicare, Negotiation, Health Policy, Informatics, Healthcare Industry, PPO, Physicians, Healthcare, Credentialing, Health Insurance, HMO, EHR, Medicaid, Healthcare Consulting, Utilization Management, Physician Relations, Team Building, Strategic Planning, Healthcare Reimbursement, Medical Compliance, HIPAA, Disease Management, EMR, Practice Management, Leadership, Process Improvement, CPT, Business Development, Revenue Cycle, Quality Improvement, Revenue Cycle Management, Medicaid Managed Care, Clinical Research, Healthcare Information..., Home Care, Claim, Pharmacy Benefit..., Insurance
Education
Washington University in St. Louis School of Medicine 1985 — 1987
MHA, Health Administration
University of Missouri-Columbia
BHS, Health Service Management
Joe Vesey's Principal Financial Group Experience February 2010 - November 2011
Job Senior Sales Representative Worksite, Assurant Employee Benefits
Industry Insurance
Experience
Assurant Employee Benefits November 2011 - Present
Principal Financial Group February 2010 - November 2011
Assurant Employee Benefits May 2003 - February 2010
Pella Windows & Doors, Twin Cities March 1993 - April 2003
Skills
Problem solver, Communication Specialist, Helping my broker..., Employee Benefits, Creative Problem Solving, Group Benefits, Insurance, Disability Insurance, Brokers, Health Insurance, Sales, Life Insurance, Voluntary Employee..., Open Enrollment, Human Resources, Term Life Insurance, Long-term Care, Leadership
Education
University of Minnesota-Twin Cities 1986 — 1990
B.A., Psychology
John Marshall High School, Rochester, MN 1983 — 1985
Assurant Employee Benefits November 2011 - Present
Principal Financial Group February 2010 - November 2011
Assurant Employee Benefits May 2003 - February 2010
Pella Windows & Doors, Twin Cities March 1993 - April 2003
Skills
Problem solver, Communication Specialist, Helping my broker..., Employee Benefits, Creative Problem Solving, Group Benefits, Insurance, Disability Insurance, Brokers, Health Insurance, Sales, Life Insurance, Voluntary Employee..., Open Enrollment, Human Resources, Term Life Insurance, Long-term Care, Leadership
Education
University of Minnesota-Twin Cities 1986 — 1990
B.A., Psychology
John Marshall High School, Rochester, MN 1983 — 1985
Jeffrey Sokol's Principal Financial Group Experience June 1999 - October 2001
Job Senior Premium Auditor
Industry Internet
Experience
NEIS Inc August 2004 - Present
GreenDeals.org May 2011 - June 2014
Overland Solutions Inc October 2001 - August 2004
Principal Financial Group June 1999 - October 2001
Skills
Marketing Strategy
Education
University of Massachusetts, Amherst 1989 — 1993
BS, School of Management
NEIS Inc August 2004 - Present
GreenDeals.org May 2011 - June 2014
Overland Solutions Inc October 2001 - August 2004
Principal Financial Group June 1999 - October 2001
Skills
Marketing Strategy
Education
University of Massachusetts, Amherst 1989 — 1993
BS, School of Management
David Freisner, CPA's Principal Financial Group Experience June 2007 - February 2012
Job Wealth Advisor at Fortune Financial Advisors, LLC
Industry Financial Services
Experience
Fortune Financial Advisors, LLC March 2012 - Present
Principal Financial Group June 2007 - February 2012
Mediware Information Systems March 2003 - March 2007
Central Seminary March 1998 - March 2003
Skills
Strategic Financial..., Portfolio Management, Process Improvement, Strategic Planning, Investments, Finance, Life Insurance, Financial Analysis, Equities, Financial Services, 401k, Asset Allocation, Strategy, Financial Reporting, Fixed Income, Real Estate, Small Business, Financial Risk, Retirement Planning, Wealth, Financial Planning
Education
University of Missouri-Kansas City 1980 — 1986
Bachelor of Science (B.S.), Accounting and Business/Management
Fortune Financial Advisors, LLC March 2012 - Present
Principal Financial Group June 2007 - February 2012
Mediware Information Systems March 2003 - March 2007
Central Seminary March 1998 - March 2003
Skills
Strategic Financial..., Portfolio Management, Process Improvement, Strategic Planning, Investments, Finance, Life Insurance, Financial Analysis, Equities, Financial Services, 401k, Asset Allocation, Strategy, Financial Reporting, Fixed Income, Real Estate, Small Business, Financial Risk, Retirement Planning, Wealth, Financial Planning
Education
University of Missouri-Kansas City 1980 — 1986
Bachelor of Science (B.S.), Accounting and Business/Management
Cindy Mayeron's Principal Financial Group Experience June 1981 - Present
Job Senior Agent, Registered Representative, LTCP, LUTCF at Principal Financial Group
Industry Insurance
Experience
Principal Financial Group June 1981 - Present
Skills
Long Term Care Insurance, Uniform Combined State..., Retirement Planning, 401k Rollovers, Fixed Annuities, Retirement, IRAs, Series 7, Life Insurance, Long-term Care, Universal Life, Series 6, Disability Insurance
Education
University of Minnesota-Twin Cities 1961 — 1995
BA & BS, Advertising & Education
Central Elementary - Richfield, MN 1967 — 1969
Third Grade Teacher
Principal Financial Group June 1981 - Present
Skills
Long Term Care Insurance, Uniform Combined State..., Retirement Planning, 401k Rollovers, Fixed Annuities, Retirement, IRAs, Series 7, Life Insurance, Long-term Care, Universal Life, Series 6, Disability Insurance
Education
University of Minnesota-Twin Cities 1961 — 1995
BA & BS, Advertising & Education
Central Elementary - Richfield, MN 1967 — 1969
Third Grade Teacher
Aimee Chezem's Principal Financial Group Experience February 2012 - Present
Job Account Executive at Principal Financial Group
Industry Insurance
Experience
Principal Financial Group February 2012 - Present
Power Group Companies January 2009 - September 2011
Power Group Companies July 2008 - 2009
Power Group May 2005 - July 2008
Assurant Employee Benefits December 1999 - May 2005
Assurant December 1999 - December 2001
Skills
Disability Insurance, Employee Benefits, Insurance, Health Insurance, Life Insurance, Health Savings Accounts, Underwriting, Brokers, Account Management, Claim, Term Life Insurance, Benefits Administration, New Business Development, Marketing, Customer Retention, Sales
Education
University of Missouri-Columbia 1994 — 1998
Bachelor of Arts; Bachelor of Arts, History; Political Science
St Teresa's Academy 1990 — 1994
CKS
CKS
Webster University
Master of Arts, Management
Principal Financial Group February 2012 - Present
Power Group Companies January 2009 - September 2011
Power Group Companies July 2008 - 2009
Power Group May 2005 - July 2008
Assurant Employee Benefits December 1999 - May 2005
Assurant December 1999 - December 2001
Skills
Disability Insurance, Employee Benefits, Insurance, Health Insurance, Life Insurance, Health Savings Accounts, Underwriting, Brokers, Account Management, Claim, Term Life Insurance, Benefits Administration, New Business Development, Marketing, Customer Retention, Sales
Education
University of Missouri-Columbia 1994 — 1998
Bachelor of Arts; Bachelor of Arts, History; Political Science
St Teresa's Academy 1990 — 1994
CKS
CKS
Webster University
Master of Arts, Management
Dan Castrillon's Principal Financial Group Experience December 2000 - November 2005
Job Regional Director at Scirocco Group
Industry Insurance
Experience
Scirocco Group April 2007 - Present
Humana December 2005 - April 2007
Principal Financial Group December 2000 - November 2005
AIG November 1995 - November 2000
Skills
Health Insurance, Strategic Planning, Employee Benefits, Public Speaking, Marketing, Management, Insurance, Health Savings Accounts, Selling, Sales Management, Human Resources, Program Management, Account Management, Disability Insurance, Sales, Healthcare, Small Business, Property & Casualty..., Customer Service, Commercial Insurance, Financial Analysis, Budgets, Strategic Financial..., Coaching, Executive Management, Negotiation, Liability, Finance, Risk Management, Event Planning, Term Life Insurance, Direct Sales, Underwriting, New Business Development, Leadership, Life Insurance, Workers Compensation, Brokers, Social Media Marketing, Team Building, Process Improvement, Microsoft Excel
Education
University of Miami 1987 — 1991
Don Bosco 1984 — 1987
Scirocco Group April 2007 - Present
Humana December 2005 - April 2007
Principal Financial Group December 2000 - November 2005
AIG November 1995 - November 2000
Skills
Health Insurance, Strategic Planning, Employee Benefits, Public Speaking, Marketing, Management, Insurance, Health Savings Accounts, Selling, Sales Management, Human Resources, Program Management, Account Management, Disability Insurance, Sales, Healthcare, Small Business, Property & Casualty..., Customer Service, Commercial Insurance, Financial Analysis, Budgets, Strategic Financial..., Coaching, Executive Management, Negotiation, Liability, Finance, Risk Management, Event Planning, Term Life Insurance, Direct Sales, Underwriting, New Business Development, Leadership, Life Insurance, Workers Compensation, Brokers, Social Media Marketing, Team Building, Process Improvement, Microsoft Excel
Education
University of Miami 1987 — 1991
Don Bosco 1984 — 1987
Jake Fleming's Principal Financial Group Experience March 2008 - September 2008
Job Operations Coordinator at Coyote Logistics
Industry Transportation/Trucking/Railroad
Experience
Coyote Logistics March 2013 - Present
Sioux City Musketeers Hockey September 2012 - June 2014
Austin Bruins Hockey September 2012 - June 2014
IT Parts Depot August 2010 - August 2012
Coulee Region Chill Hockey Club February 2012 - June 2012
Coulee Region Chill Hockey Club June 2011 - February 2012
Principal Financial Group March 2008 - September 2008
Macy's July 2007 - February 2008
Marshall Field's/Macy's August 2005 - June 2007
Education
University of Minnesota-Twin Cities 2001 — 2005
Bachelor of Science (B.S.), Finance
Coyote Logistics March 2013 - Present
Sioux City Musketeers Hockey September 2012 - June 2014
Austin Bruins Hockey September 2012 - June 2014
IT Parts Depot August 2010 - August 2012
Coulee Region Chill Hockey Club February 2012 - June 2012
Coulee Region Chill Hockey Club June 2011 - February 2012
Principal Financial Group March 2008 - September 2008
Macy's July 2007 - February 2008
Marshall Field's/Macy's August 2005 - June 2007
Education
University of Minnesota-Twin Cities 2001 — 2005
Bachelor of Science (B.S.), Finance
Jennifer Sarich's Principal Financial Group Experience Financial AdvisorPrincipal Financial Group2006 - Present
Job Financial Planner at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group Financial AdvisorPrincipal Financial Group2006 - Present
Education
University of Miami 1996 — 1999
Principal Financial Group Financial AdvisorPrincipal Financial Group2006 - Present
Education
University of Miami 1996 — 1999
Janel Humphries's Principal Financial Group Experience June 2003 - April 2012
Job Site Manager at Rockgate Financial Partners
Industry Financial Services
Experience
Rockgate Financial Partners March 2015 - Present
Transamerica January 2014 - November 2014
AIG May 2012 - January 2014
Principal Financial Group June 2003 - April 2012
Principal Financial Group October 2001 - June 2003
Skills
Retirement Planning, Fixed Annuities, Long-term Care, 401k, Insurance, Disability Insurance, Series 63, Series 7, Series 6, Life Insurance, Strategic Financial..., Investments, Employee Benefits, IRAs, Term Life Insurance, Leadership, Financial Planners, Mutual Funds, Salesforce Training
Education
University of Missouri - Columbia 1993 — 1995
Masters of Education, Secondary Education Administration
University of Missouri-Columbia 1989 — 1993
Bachelor of Science (B.S.), Business Administration and Management, General
Rockgate Financial Partners March 2015 - Present
Transamerica January 2014 - November 2014
AIG May 2012 - January 2014
Principal Financial Group June 2003 - April 2012
Principal Financial Group October 2001 - June 2003
Skills
Retirement Planning, Fixed Annuities, Long-term Care, 401k, Insurance, Disability Insurance, Series 63, Series 7, Series 6, Life Insurance, Strategic Financial..., Investments, Employee Benefits, IRAs, Term Life Insurance, Leadership, Financial Planners, Mutual Funds, Salesforce Training
Education
University of Missouri - Columbia 1993 — 1995
Masters of Education, Secondary Education Administration
University of Missouri-Columbia 1989 — 1993
Bachelor of Science (B.S.), Business Administration and Management, General
Frank Laurich's Principal Financial Group Experience August 2005 - Present
Job Manager, Sr. Marketing Communications Strategist at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group August 2005 - Present
Freelance Communications July 2001 - July 2005
US Bancorp Piper Jaffray October 1999 - April 2001
Ameriprise Financial Services, Inc. August 1995 - September 1999
Skills
Integrated Marketing, Marketing Communications, Email Marketing, Advertising, Strategic Communications, Internal Communications, Newsletters, Content Development, Creative Direction, Direct Mail, Coaching, Web Content, Social Media, Content Management, Digital Marketing, Online Marketing, Editing, Copywriting, Marketing, B2B, Direct Marketing, Content Strategy, Marketing Strategy, Strategy, Online Advertising, Corporate Branding, Corporate Communications
Education
University of Minnesota-Twin Cities
Political Science, International Relations
Principal Financial Group August 2005 - Present
Freelance Communications July 2001 - July 2005
US Bancorp Piper Jaffray October 1999 - April 2001
Ameriprise Financial Services, Inc. August 1995 - September 1999
Skills
Integrated Marketing, Marketing Communications, Email Marketing, Advertising, Strategic Communications, Internal Communications, Newsletters, Content Development, Creative Direction, Direct Mail, Coaching, Web Content, Social Media, Content Management, Digital Marketing, Online Marketing, Editing, Copywriting, Marketing, B2B, Direct Marketing, Content Strategy, Marketing Strategy, Strategy, Online Advertising, Corporate Branding, Corporate Communications
Education
University of Minnesota-Twin Cities
Political Science, International Relations
David Kempfe's Principal Financial Group Experience May 2005 - Present
Job Regional Retirement Specialist Benefit and Planning Counselor at Principal Financial Group Princor Registered Rep
Industry Financial Services
Experience
Principal Financial Group May 2005 - Present
Skills
Mutual Funds, Asset Allocation, Term Life Insurance, 401(k), 403(b), SEP &..., Annuities (Variable &..., College Funding..., Disability Income..., IRAs (Traditional &..., Whole Life Insurance
Education
University of Missouri-Columbia 1990 — 1994
BS, Business Administration - Marketing
Principal Financial Group May 2005 - Present
Skills
Mutual Funds, Asset Allocation, Term Life Insurance, 401(k), 403(b), SEP &..., Annuities (Variable &..., College Funding..., Disability Income..., IRAs (Traditional &..., Whole Life Insurance
Education
University of Missouri-Columbia 1990 — 1994
BS, Business Administration - Marketing
Glen Zeller's Principal Financial Group Experience March 2006 - Present
Job Assistant Manager at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group March 2006 - Present
Principal Financial Group 1999 - Present
Education
University of Montana 1991 — 1994
Principal Financial Group March 2006 - Present
Principal Financial Group 1999 - Present
Education
University of Montana 1991 — 1994
Jennifer Zeck's Principal Financial Group Experience 1981 - 1989
Job Retired at Myself
Industry Insurance
Experience
Myself December 2011 - Present
Ameriprise Financial March 1990 - February 2009
Principal Financial Group 1981 - 1989
Accountants Tax Service 1977 - 1979
H&R Block 1975 - 1977
texas department of human services 1971 - 1973
Skills
Disability Insurance, Retirement, Insurance, Health Insurance, Risk Management, Customer Service, Process Improvement, Life Insurance
Education
Wayne State University 1975 — 1977
Fine and Studio Arts
University of Minnesota-Twin Cities 1965 — 1968
Math, Child Psychology
Myself December 2011 - Present
Ameriprise Financial March 1990 - February 2009
Principal Financial Group 1981 - 1989
Accountants Tax Service 1977 - 1979
H&R Block 1975 - 1977
texas department of human services 1971 - 1973
Skills
Disability Insurance, Retirement, Insurance, Health Insurance, Risk Management, Customer Service, Process Improvement, Life Insurance
Education
Wayne State University 1975 — 1977
Fine and Studio Arts
University of Minnesota-Twin Cities 1965 — 1968
Math, Child Psychology
Michael Castrillon's Principal Financial Group Experience November 2000 - July 2007
Job Director Ancillary Benefits at Savoy Associates
Industry Insurance
Experience
Savoy Associates August 2007 - Present
Savoy Associates August 2007 - March 2009
Principal Financial Group November 2000 - July 2007
CIGNA Group Insurance May 1996 - November 2000
Skills
Disability Insurance, Health Insurance, Health Savings Accounts, Employee Benefits, Insurance, Brokers, Life Insurance, Underwriting, Term Life Insurance, Long-term Care, Sales, Medicare, Workers Compensation, Benefits Administration, Property & Casualty..., Accident, Dentistry, COBRA, Claim, Marketing, Health Care Reform
Education
University of Miami 1990 — 1994
Bachelor of Business Administration (B.B.A.), Business Administration and Management & Entrepreneurship
University of Miami - School of Business 1990 — 1994
BBA, BMO, ENT
Savoy Associates August 2007 - Present
Savoy Associates August 2007 - March 2009
Principal Financial Group November 2000 - July 2007
CIGNA Group Insurance May 1996 - November 2000
Skills
Disability Insurance, Health Insurance, Health Savings Accounts, Employee Benefits, Insurance, Brokers, Life Insurance, Underwriting, Term Life Insurance, Long-term Care, Sales, Medicare, Workers Compensation, Benefits Administration, Property & Casualty..., Accident, Dentistry, COBRA, Claim, Marketing, Health Care Reform
Education
University of Miami 1990 — 1994
Bachelor of Business Administration (B.B.A.), Business Administration and Management & Entrepreneurship
University of Miami - School of Business 1990 — 1994
BBA, BMO, ENT
Jim Shultz's Principal Financial Group Experience September 2008 - December 2012
Job Publisher of Attorney At Law Magazine Cleveland Metro Edition
Industry Publishing
Experience
Attorney at Law Magazine July 2014 - Present
Principal Financial Group September 2008 - December 2012
LexisNexis January 1994 - December 2000
Skills
Long-term Care, Life Insurance, Strategic Financial..., Securities, Wealth, Disability Insurance, Finance, Wealth Management, Series 63, Retirement, Bonds, Retirement Planning, Sales, Marketing Strategy, Social Media, Financial Planning, Uniform Combined State..., Series 7, Public Speaking, Management, Mutual Funds, Investments, Wealth Accumulation, 401k, Strategic Planning, Customer Service, Estate Planning, IRAs, Asset Allocation, 401k Rollovers, Team Building, Fixed Annuities, Portfolio Management, Investment Advisory, Microsoft Office, Marketing, Sales Management, Leadership, New Business Development
Education
University of Louisville
duPont Manual High School
Science and Mathmatics
Attorney at Law Magazine July 2014 - Present
Principal Financial Group September 2008 - December 2012
LexisNexis January 1994 - December 2000
Skills
Long-term Care, Life Insurance, Strategic Financial..., Securities, Wealth, Disability Insurance, Finance, Wealth Management, Series 63, Retirement, Bonds, Retirement Planning, Sales, Marketing Strategy, Social Media, Financial Planning, Uniform Combined State..., Series 7, Public Speaking, Management, Mutual Funds, Investments, Wealth Accumulation, 401k, Strategic Planning, Customer Service, Estate Planning, IRAs, Asset Allocation, 401k Rollovers, Team Building, Fixed Annuities, Portfolio Management, Investment Advisory, Microsoft Office, Marketing, Sales Management, Leadership, New Business Development
Education
University of Louisville
duPont Manual High School
Science and Mathmatics
Damon DeLillo's Principal Financial Group Experience August 2008 - May 2012
Job Financial Consultant at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC May 2012 - Present
Principal Financial Group August 2008 - May 2012
Cammack LaRhette Consulting August 2000 - August 2008
Skills
Mutual Funds
Education
University of Maryland College Park 1996 — 2000
Bachelor's degree, Business Administration and Management
Horace Greeley High School 1992 — 1996
Wells Fargo Advisors, LLC May 2012 - Present
Principal Financial Group August 2008 - May 2012
Cammack LaRhette Consulting August 2000 - August 2008
Skills
Mutual Funds
Education
University of Maryland College Park 1996 — 2000
Bachelor's degree, Business Administration and Management
Horace Greeley High School 1992 — 1996
Michael Borrelli's Principal Financial Group Experience November 2010 - Present
Job Account Executive II at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group November 2010 - Present
Wells Fargo Advisors, LLC August 2008 - August 2011
Education
University of Maryland - Robert H. Smith School of Business
Bachelor's, Finance
Principal Financial Group November 2010 - Present
Wells Fargo Advisors, LLC August 2008 - August 2011
Education
University of Maryland - Robert H. Smith School of Business
Bachelor's, Finance
Steve Hassencahl's Principal Financial Group Experience November 2004 - Present
Job Underwriting Consultant at Principal Financial Group
Industry Insurance
Experience
Principal Financial Group November 2004 - Present
UnumGroup November 1999 - August 2004
Skills
Insurance, Risk Management, Financial Analysis, Underwriting, Disability Insurance, Customer Relations, Customer Service, Health Insurance, Life Insurance, Long-term Care, Employee Benefits, Retirement Planning, Fixed Annuities, Brokers, Retirement
Education
University of Maine at Presque Isle 1996 — 1997
Education
University of Southern Maine 1990 — 1993
Education
Principal Financial Group November 2004 - Present
UnumGroup November 1999 - August 2004
Skills
Insurance, Risk Management, Financial Analysis, Underwriting, Disability Insurance, Customer Relations, Customer Service, Health Insurance, Life Insurance, Long-term Care, Employee Benefits, Retirement Planning, Fixed Annuities, Brokers, Retirement
Education
University of Maine at Presque Isle 1996 — 1997
Education
University of Southern Maine 1990 — 1993
Education
Grant Bunch's Principal Financial Group Experience January 2006 - June 2006
Job Financial Services Professional
Industry Investment Management
Experience
IRR-Residential, LLC January 2009 - September 2009
First Horizon National Corporation September 2003 - December 2007
Principal Financial Group January 2006 - June 2006
BEB Industrial Asset Management 1997 - 2006
Morgan Stanley March 2001 - October 2002
Education
University of Missouri-Kansas City 2005 — 2009
BBA, Finance, Economics
IRR-Residential, LLC January 2009 - September 2009
First Horizon National Corporation September 2003 - December 2007
Principal Financial Group January 2006 - June 2006
BEB Industrial Asset Management 1997 - 2006
Morgan Stanley March 2001 - October 2002
Education
University of Missouri-Kansas City 2005 — 2009
BBA, Finance, Economics
Kevin Cunniff's Principal Financial Group Experience June 2013 - Present
Job Financial Advisor at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group June 2013 - Present
Target March 2012 - May 2013
Target July 2008 - February 2012
Target February 2008 - July 2008
Daktronics 2007 - 2008
Education
University of Minnesota-Morris 2003 — 2007
BA, Management and Economics
Principal Financial Group June 2013 - Present
Target March 2012 - May 2013
Target July 2008 - February 2012
Target February 2008 - July 2008
Daktronics 2007 - 2008
Education
University of Minnesota-Morris 2003 — 2007
BA, Management and Economics
Carolyn Cahoon's Principal Financial Group Experience 1993 - 1998
Job Senior Associate, Mercer Marketplace at Mercer
Industry Hospital & Health Care
Experience
Mercer June 2015 - Present
CEXEC, Inc. November 2010 - May 2015
CEXEC, Inc. October 2009 - November 2010
Towers Perrin March 1998 - May 2007
Towers Watson 1998 - 2007
Principal Financial Group 1993 - 1998
Skills
Employee Benefits, Affirmative Action, Full-cycle Recruiting, Human Resources, Leadership, Process Improvement, Performance Management, HR Consulting
Education
University of Maryland University College 1992 — 1995
MGA, Health Care Administration
University of Maryland College Park 1987 — 1991
Business, Marketing
Albert Einstein High School 1984 — 1987
Mercer June 2015 - Present
CEXEC, Inc. November 2010 - May 2015
CEXEC, Inc. October 2009 - November 2010
Towers Perrin March 1998 - May 2007
Towers Watson 1998 - 2007
Principal Financial Group 1993 - 1998
Skills
Employee Benefits, Affirmative Action, Full-cycle Recruiting, Human Resources, Leadership, Process Improvement, Performance Management, HR Consulting
Education
University of Maryland University College 1992 — 1995
MGA, Health Care Administration
University of Maryland College Park 1987 — 1991
Business, Marketing
Albert Einstein High School 1984 — 1987
Veronica Germann's Principal Financial Group Experience May 1998 - Present
Job Senior Producer Associate at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group May 1998 - Present
Skills
401k, Investments, Insurance, Disability Insurance, IRAs, Retirement, Retirement Planning
Education
Rasmussen Business College 1993 — 1995
University of Minnesota-Morris 1988 — 1991
Principal Financial Group May 1998 - Present
Skills
401k, Investments, Insurance, Disability Insurance, IRAs, Retirement, Retirement Planning
Education
Rasmussen Business College 1993 — 1995
University of Minnesota-Morris 1988 — 1991
Jessica Bush's Principal Financial Group Experience March 2014 - Present
Job Senior Research Analyst at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group March 2014 - Present
Principal Financial Group July 2006 - March 2014
Putnam Investments October 2002 - February 2006
Banc One Capital Markets March 2001 - June 2002
Education
University of Michigan 1993 — 1997
BBA, Marketing and Accounting
Dover Sherborn High School 1989 — 1993
Principal Financial Group March 2014 - Present
Principal Financial Group July 2006 - March 2014
Putnam Investments October 2002 - February 2006
Banc One Capital Markets March 2001 - June 2002
Education
University of Michigan 1993 — 1997
BBA, Marketing and Accounting
Dover Sherborn High School 1989 — 1993
Katie Rys's Principal Financial Group Experience October 2012 - Present
Job Senior Account Executive at Principal Financial Group
Industry Insurance
Experience
Principal Financial Group October 2012 - Present
M.E. Wilson Company May 2006 - February 2009
Safeguard Dental Plan, Inc March 2001 - May 2006
Skills
Insurance, Health Insurance, Underwriting, Brokers, Employee Benefits, Liability, Claims Management, Disability Insurance, Property & Casualty..., Commercial Insurance, Life Insurance, Workers Compensation, Health Savings Accounts, Client Relations Skills, Claim
Education
University of Mississippi 1996 — 2000
Print Journalism
Principal Financial Group October 2012 - Present
M.E. Wilson Company May 2006 - February 2009
Safeguard Dental Plan, Inc March 2001 - May 2006
Skills
Insurance, Health Insurance, Underwriting, Brokers, Employee Benefits, Liability, Claims Management, Disability Insurance, Property & Casualty..., Commercial Insurance, Life Insurance, Workers Compensation, Health Savings Accounts, Client Relations Skills, Claim
Education
University of Mississippi 1996 — 2000
Print Journalism
Kenneth H. Dinklage's Principal Financial Group Experience August 2012 - Present
Job Senior Financial Services Representative | Princor Registed Representative at Principal Financial Group
Industry Insurance
Experience
Principal Financial Group August 2012 - Present
National Association of Health Underwriters 2000 - Present
Principal Financial Group 1985 - Present
Tiger Bay Club 1980 - 2012
Equitable Life Assurance Society 1974 - 1987
Skills
Long Term Care, Annuities, Employee Benefits, Retirement, Insurance, Retirement Planning, Estate Planning, Health, Health Insurance, Financial Planning, Dental, Term Life Insurance, Disability Insurance, Benefits, 401k, Group Benefits, Medicare Supplements
Education
University of Missouri-Columbia 1965 — 1968
BS, Agriculture
University of Nebraska-Lincoln 1963 — 1965
Principal Financial Group August 2012 - Present
National Association of Health Underwriters 2000 - Present
Principal Financial Group 1985 - Present
Tiger Bay Club 1980 - 2012
Equitable Life Assurance Society 1974 - 1987
Skills
Long Term Care, Annuities, Employee Benefits, Retirement, Insurance, Retirement Planning, Estate Planning, Health, Health Insurance, Financial Planning, Dental, Term Life Insurance, Disability Insurance, Benefits, 401k, Group Benefits, Medicare Supplements
Education
University of Missouri-Columbia 1965 — 1968
BS, Agriculture
University of Nebraska-Lincoln 1963 — 1965
Karen Mullen's Principal Financial Group Experience January 2001 - June 2009
Job Third Party Oversight Vendor Analyst
Industry Financial Services
Experience
Citi May 2013 - Present
Citi November 2009 - May 2013
Principal Financial Group January 2001 - June 2009
Skills
Vendor Management, Employee Benefits, Business Analysis, Process Improvement, Incident Management, Call Centers, Finance
Education
University of Missouri-Saint Louis 1995 — 1998
BSBA, Management and Organizational Behavior-Emphasis in Human and Labor Relations
Citi May 2013 - Present
Citi November 2009 - May 2013
Principal Financial Group January 2001 - June 2009
Skills
Vendor Management, Employee Benefits, Business Analysis, Process Improvement, Incident Management, Call Centers, Finance
Education
University of Missouri-Saint Louis 1995 — 1998
BSBA, Management and Organizational Behavior-Emphasis in Human and Labor Relations
Dan Gallogly's Principal Financial Group Experience August 2008 - Present
Job Regional VP at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group August 2008 - Present
US Bancorp 2007 - 2008
Transamerica 1999 - 2007
Transamerica Capital Inc. 1999 - 2007
Transamerica Financial Services 1999 - 2007
Katun Corporation 1985 - 1999
Education
University of Minnesota-Twin Cities 1979 — 1984
Business
Principal Financial Group August 2008 - Present
US Bancorp 2007 - 2008
Transamerica 1999 - 2007
Transamerica Capital Inc. 1999 - 2007
Transamerica Financial Services 1999 - 2007
Katun Corporation 1985 - 1999
Education
University of Minnesota-Twin Cities 1979 — 1984
Business
Jenean Cayot's Principal Financial Group Experience July 1991 - November 2003
Job Insurance Claims Supervisor
Industry Insurance
Experience
Principal Financial Group July 1991 - November 2003
Education
University of Missouri-Kansas City 1987 — 1991
Accounting
Principal Financial Group July 1991 - November 2003
Education
University of Missouri-Kansas City 1987 — 1991
Accounting
Gretchen Thompson's Principal Financial Group Experience 2006 - 2011
Job Business Development at Arch Interim Housing
Industry
Experience
Arch Interim Housing July 2011 - Present
Access Point Recruiting April 2011 - Present
Principal Financial Group 2006 - 2011
Apartment Finder September 2004 - March 2006
CORT 2001 - 2004
Education
University of Missouri-Columbia 1986 — 1990
B.A., Communications
Arch Interim Housing July 2011 - Present
Access Point Recruiting April 2011 - Present
Principal Financial Group 2006 - 2011
Apartment Finder September 2004 - March 2006
CORT 2001 - 2004
Education
University of Missouri-Columbia 1986 — 1990
B.A., Communications
Becky Vann's Principal Financial Group Experience September 2005 - March 2014
Job Account Manager at VHA Inc.
Industry Financial Services
Experience
VHA Inc. March 2014 - Present
Principal Financial Group September 2005 - March 2014
Skills
Management of 6 million..., Disability Insurance, Brokers, Health Insurance, Employee Benefits, Insurance, Health Savings Accounts, Life Insurance
Education
University of Missouri-Kansas City
VHA Inc. March 2014 - Present
Principal Financial Group September 2005 - March 2014
Skills
Management of 6 million..., Disability Insurance, Brokers, Health Insurance, Employee Benefits, Insurance, Health Savings Accounts, Life Insurance
Education
University of Missouri-Kansas City
Trent Bildstein's Principal Financial Group Experience April 2010 - July 2012
Job Senior Financial Analyst UnityPoint at Home
Industry Hospital & Health Care
Experience
UnityPoint at Home July 2012 - Present
Principal Financial Group April 2010 - July 2012
Principal Financial Group December 2006 - April 2010
Principal Financial Group November 2004 - December 2006
Yellow Book USA October 2003 - November 2004
Skills
Analysis, Strategic Planning, Pricing Strategy, Financial Analysis, Financial Planning, Investments, Team Building, Forecasting, Pricing, Problem Solving, Microsoft Office
Education
University of Iowa - Henry B. Tippie College of Business 2007 — 2010
MBA, Finance
University of Iowa - Henry B. Tippie College of Business 1999 — 2003
BBA, Finance & MIS
UnityPoint at Home July 2012 - Present
Principal Financial Group April 2010 - July 2012
Principal Financial Group December 2006 - April 2010
Principal Financial Group November 2004 - December 2006
Yellow Book USA October 2003 - November 2004
Skills
Analysis, Strategic Planning, Pricing Strategy, Financial Analysis, Financial Planning, Investments, Team Building, Forecasting, Pricing, Problem Solving, Microsoft Office
Education
University of Iowa - Henry B. Tippie College of Business 2007 — 2010
MBA, Finance
University of Iowa - Henry B. Tippie College of Business 1999 — 2003
BBA, Finance & MIS
Jennifer Elphick's Principal Financial Group Experience May 2008 - October 2010
Job Client Service Administrator at BCG Companies
Industry Financial Services
Experience
BCG Companies October 2010 - Present
Principal Financial Group May 2008 - October 2010
O'Charley's May 2001 - June 2008
Education
Virginia Commonwealth University 2001 — 2005
Bachelor's, Finance
University of Maryland College Park 1998 — 2001
Dietetics & Kinesiology
BCG Companies October 2010 - Present
Principal Financial Group May 2008 - October 2010
O'Charley's May 2001 - June 2008
Education
Virginia Commonwealth University 2001 — 2005
Bachelor's, Finance
University of Maryland College Park 1998 — 2001
Dietetics & Kinesiology
Jayesh Kuttappan's Principal Financial Group Experience September 2013 - Present
Job Mainframe Professional
Industry Investment Banking
Experience
Principal Financial Group September 2013 - Present
Edward Jones November 2009 - September 2013
Fidelity International September 2009 - November 2010
Skills
SDLC, Requirements Analysis, Business Analysis, SQL, Oracle, Agile Methodologies, SOA, Software Project..., Project Management, Unix
Education
University of Madras 1997 — 2001
Bachelor of Engineering (B.E.), Computer Science
University of Madras
Bachelor of Engineering (BEng), Computer Science
Principal Financial Group September 2013 - Present
Edward Jones November 2009 - September 2013
Fidelity International September 2009 - November 2010
Skills
SDLC, Requirements Analysis, Business Analysis, SQL, Oracle, Agile Methodologies, SOA, Software Project..., Project Management, Unix
Education
University of Madras 1997 — 2001
Bachelor of Engineering (B.E.), Computer Science
University of Madras
Bachelor of Engineering (BEng), Computer Science
Kim Hearn's Principal Financial Group Experience 2011 - Present
Job Sr Training and Development Analyst at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group 2011 - Present
Principal Financial Group May 2003 - 2010
UnitedHealth Group July 1998 - June 2001
Skills
Performance Management, Talent Management, Insurance, Process Improvement, Leadership Development, Change Management, Instructional Design, Team Leadership, Training, Leadership, Software Documentation
Education
University of Minnesota-Duluth
University of Nebraska-Lincoln
Principal Financial Group 2011 - Present
Principal Financial Group May 2003 - 2010
UnitedHealth Group July 1998 - June 2001
Skills
Performance Management, Talent Management, Insurance, Process Improvement, Leadership Development, Change Management, Instructional Design, Team Leadership, Training, Leadership, Software Documentation
Education
University of Minnesota-Duluth
University of Nebraska-Lincoln
Catherine Crall's Principal Financial Group Experience October 2008 - March 2012
Job Medical Director, Clinical Coverage Review at UnitedHealthcare
Industry Insurance
Experience
UnitedHealthcare April 2012 - Present
Principal Financial Group October 2008 - March 2012
Education
University of Iowa Roy J. and Lucille A. Carver College of Medicine
M.D., Medicine
UnitedHealthcare April 2012 - Present
Principal Financial Group October 2008 - March 2012
Education
University of Iowa Roy J. and Lucille A. Carver College of Medicine
M.D., Medicine
Jennifer Kinderman's Principal Financial Group Experience November 2003 - Present
Job Application Analyst at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group November 2003 - Present
Skills
SQL, SharePoint, Requirements Analysis, Visio, DB2, Databases, Agile Methodologies, XML, Software Project..., Software Documentation, Systems Analysis
Education
University of Minnesota-Twin Cities 1997 — 2002
Bachelor of Science (BS), Computer Science
Principal Financial Group November 2003 - Present
Skills
SQL, SharePoint, Requirements Analysis, Visio, DB2, Databases, Agile Methodologies, XML, Software Project..., Software Documentation, Systems Analysis
Education
University of Minnesota-Twin Cities 1997 — 2002
Bachelor of Science (BS), Computer Science
Karin Tyrer's Principal Financial Group Experience February 1993 - January 1994
Job Owner, Karin Tyrer Communications
Industry Marketing and Advertising
Experience
Karin Tyrer Communications August 2011 - Present
Southeast Christian Church September 2001 - 2011
Younger Woman's Club of Louisville 1999 - 2008
Mutual of Omaha 1994 - 1995
Principal Financial Group February 1993 - January 1994
Weber Shandwick October 1990 - February 1992
Skills
Writing, Editing, Project Management, Public Relations, Event Planning, Marketing Communications, Public Speaking, Media Relations, Strategic Communications, Budgeting, Newsletters, Teaching, Event Management, Budgets, Fundraising, Advertising, Marketing, Leadership, Strategic Planning, Team Building, Management
Education
Leadership Louisville 2014 — 2014
University of Minnesota - School of Journalism and Mass Communications 1985 — 1989
B.A., Journalism - News Editorial
University of Minnesota-Twin Cities 1985 — 1989
BA, Journalism
Minneapolis Southwest High School 1981 — 1985
Karin Tyrer Communications August 2011 - Present
Southeast Christian Church September 2001 - 2011
Younger Woman's Club of Louisville 1999 - 2008
Mutual of Omaha 1994 - 1995
Principal Financial Group February 1993 - January 1994
Weber Shandwick October 1990 - February 1992
Skills
Writing, Editing, Project Management, Public Relations, Event Planning, Marketing Communications, Public Speaking, Media Relations, Strategic Communications, Budgeting, Newsletters, Teaching, Event Management, Budgets, Fundraising, Advertising, Marketing, Leadership, Strategic Planning, Team Building, Management
Education
Leadership Louisville 2014 — 2014
University of Minnesota - School of Journalism and Mass Communications 1985 — 1989
B.A., Journalism - News Editorial
University of Minnesota-Twin Cities 1985 — 1989
BA, Journalism
Minneapolis Southwest High School 1981 — 1985
Charles Bastyr's Principal Financial Group Experience 1989 - 1994
Job VP Investment Management at Mackenzie Financial
Industry Financial Services
Experience
Mackenzie Financial January 2013 - Present
Meadowbank Asset Management October 2006 - January 2013
BPI Global Asset Management 2003 - 2005
Altamira 1994 - 2003
Principal Financial Group 1989 - 1994
Education
University of Minnesota-Twin Cities
Mackenzie Financial January 2013 - Present
Meadowbank Asset Management October 2006 - January 2013
BPI Global Asset Management 2003 - 2005
Altamira 1994 - 2003
Principal Financial Group 1989 - 1994
Education
University of Minnesota-Twin Cities
Natelle Wick Halaczkiewicz's Principal Financial Group Experience August 2006 - June 2013
Job Compliance Analyst
Industry Financial Services
Experience
Principal Financial Group August 2006 - June 2013
Education
University of Iowa College of Law 2000 — 2003
J.D., Law
Loyola University Chicago 1996 — 2000
B.S.
Principal Financial Group August 2006 - June 2013
Education
University of Iowa College of Law 2000 — 2003
J.D., Law
Loyola University Chicago 1996 — 2000
B.S.
Pat Fraizer's Principal Financial Group Experience April 1987 - March 2006
Job Senior Vice President HR General Counsel & Corporate Secretary at PanAmerican Life Insurance
Industry Insurance
Experience
Pan-American Life Insurance March 2006 - Present
Principal Financial Group April 1987 - March 2006
KPMG July 1985 - April 1987
Skills
Insurance, Health Insurance, Reinsurance, Underwriting, Risk Management, Mergers, Investments, Strategic Planning, Employee Benefits, Process Improvement, Claim, Life Insurance, Finance, Financial Services, ERISA, Mergers & Acquisitions, Executive Management
Education
University of Iowa College of Law 1982 — 1985
JD
University of Iowa 1980 — 1982
BBA, Accounting
Pan-American Life Insurance March 2006 - Present
Principal Financial Group April 1987 - March 2006
KPMG July 1985 - April 1987
Skills
Insurance, Health Insurance, Reinsurance, Underwriting, Risk Management, Mergers, Investments, Strategic Planning, Employee Benefits, Process Improvement, Claim, Life Insurance, Finance, Financial Services, ERISA, Mergers & Acquisitions, Executive Management
Education
University of Iowa College of Law 1982 — 1985
JD
University of Iowa 1980 — 1982
BBA, Accounting
Casey Yates's Principal Financial Group Experience March 2008 - May 2011
Job Client Relationship Manager at HUB International
Industry Insurance
Experience
HUB International July 2014 - Present
USI Insurance Services July 2012 - July 2014
Comprehensive Insurance Providers May 2011 - July 2012
Principal Financial Group March 2008 - May 2011
Northeast Business Trust November 2006 - March 2008
Northwestern Mutual 2004 - 2006
Skills
Disability Insurance, Health Insurance, Benefits Design, Employee Benefits, Health Savings Accounts, Workers Compensation, Term Life Insurance, COBRA, Benefits Administration, Brokers, Life Insurance, Insurance, Underwriting, 401k
Education
University of Massachusetts at Lowell 1998 — 2002
BS, Criminal Justice
HUB International July 2014 - Present
USI Insurance Services July 2012 - July 2014
Comprehensive Insurance Providers May 2011 - July 2012
Principal Financial Group March 2008 - May 2011
Northeast Business Trust November 2006 - March 2008
Northwestern Mutual 2004 - 2006
Skills
Disability Insurance, Health Insurance, Benefits Design, Employee Benefits, Health Savings Accounts, Workers Compensation, Term Life Insurance, COBRA, Benefits Administration, Brokers, Life Insurance, Insurance, Underwriting, 401k
Education
University of Massachusetts at Lowell 1998 — 2002
BS, Criminal Justice
Alan Pinkelman's Principal Financial Group Experience January 1989 - September 2001
Job Application Analyst at Alorica
Industry Telecommunications
Experience
West Corporation January 2008 - Present
Principal Financial Group January 1989 - September 2001
Skills
Telecommunications, Software Development, IVR, ACD, Unix, Unix Shell Scripting, Informix, Microsoft SQL Server, SIP, HTML, Call Centers
Education
University of Nebraska at Kearney 1984 — 1988
Bachelor's degree, Computer Science
West Corporation January 2008 - Present
Principal Financial Group January 1989 - September 2001
Skills
Telecommunications, Software Development, IVR, ACD, Unix, Unix Shell Scripting, Informix, Microsoft SQL Server, SIP, HTML, Call Centers
Education
University of Nebraska at Kearney 1984 — 1988
Bachelor's degree, Computer Science
Don Hagquist's Principal Financial Group Experience 1966 - 1997
Job Financial Services Professional
Industry Financial Services
Experience
Principal Financial Group 1966 - 1997
Education
University of Minnesota-Twin Cities 1955 — 1966
Bachelor of Science (BS)
Principal Financial Group 1966 - 1997
Education
University of Minnesota-Twin Cities 1955 — 1966
Bachelor of Science (BS)
Leon R. Avila's Principal Financial Group Experience January 1985 - Present
Job Pacific Life Financial Advisor
Industry Insurance
Experience
NAIFA Miami Dade October 2012 - Present
Pacific Life November 1999 - Present
Bupa Worldwide Corporation May 1986 - Present
Avila Investments & Insurance Corp. January 1985 - Present
Principal Financial Group January 1985 - Present
SAHF 2003 - 2013
MassMutual Financial Group 1994 - 2013
Principal Financial Group 1985 - 2013
LTC 2010 - 2011
Skills
Finance, Investments, 401k, Estate Planning, Risk Management, Strategic Financial..., Life & Health Insurance..., Wealth Management, Cargo Insurance, Financial Planners, Financial Advisory, Disability Insurance, Long-term Care, Securities, Term Life Insurance, Art Insurance, Health Insurance...
Education
University of Miami 1980 — 1984
Bachelor's degree, Industrial Engineering
San Jose State University, San Salvador Campus 1978 — 1979
NAIFA Miami Dade October 2012 - Present
Pacific Life November 1999 - Present
Bupa Worldwide Corporation May 1986 - Present
Avila Investments & Insurance Corp. January 1985 - Present
Principal Financial Group January 1985 - Present
SAHF 2003 - 2013
MassMutual Financial Group 1994 - 2013
Principal Financial Group 1985 - 2013
LTC 2010 - 2011
Skills
Finance, Investments, 401k, Estate Planning, Risk Management, Strategic Financial..., Life & Health Insurance..., Wealth Management, Cargo Insurance, Financial Planners, Financial Advisory, Disability Insurance, Long-term Care, Securities, Term Life Insurance, Art Insurance, Health Insurance...
Education
University of Miami 1980 — 1984
Bachelor's degree, Industrial Engineering
San Jose State University, San Salvador Campus 1978 — 1979
Julie Hallman's Principal Financial Group Experience 2011 - 2013
Job Executive Assistant to CEO at Greater Birmingham YMCA
Industry Investment Banking
Experience
Greater Birmingham YMCA November 2013 - Present
Capstone Financial Group January 2011 - May 2013
Principal Financial Group 2011 - 2013
Principal Financial Group 2011 - 2013
The Alabama Baptist Newspaper August 2006 - October 2010
Talladega County Schools August 2005 - August 2006
Skills
Executive Support, Investments, Outlook, Microsoft Excel, Insurance, Microsoft Office, Customer Service, Education, Classroom, Event Planning, PowerPoint, Microsoft Publisher, Research, Typing, Transcription, Social Media
Education
University of Montevallo 2004 — 2005
Master's degree, Education
University of Montevallo 1994 — 1996
Bachelor of Science (B.S.), Elementary Education and Teaching
Greater Birmingham YMCA November 2013 - Present
Capstone Financial Group January 2011 - May 2013
Principal Financial Group 2011 - 2013
Principal Financial Group 2011 - 2013
The Alabama Baptist Newspaper August 2006 - October 2010
Talladega County Schools August 2005 - August 2006
Skills
Executive Support, Investments, Outlook, Microsoft Excel, Insurance, Microsoft Office, Customer Service, Education, Classroom, Event Planning, PowerPoint, Microsoft Publisher, Research, Typing, Transcription, Social Media
Education
University of Montevallo 2004 — 2005
Master's degree, Education
University of Montevallo 1994 — 1996
Bachelor of Science (B.S.), Elementary Education and Teaching
Sharan Kripak's Principal Financial Group Experience July 1994 - May 2000
Job Benefits Operations Manager at Aon Hewitt
Industry Outsourcing/Offshoring
Experience
Aon Hewitt May 2002 - Present
Sapiens Consulting June 2000 - October 2001
Principal Financial Group July 1994 - May 2000
Skills
Project Management, Business Analysis, Vendor Management, Client Relationship..., Benefits Administration, Quality Management, System Implementations, System Conversions, Operations Management, Educational Leadership, Change Management, Business Process..., BPO, Employee Benefits, Performance Management, Outsourcing, Requirements Analysis, Billing Systems, Defined Benefit
Education
University of Missouri-Saint Louis
Master of Science (M.S.), Management Information Systems
Villanova University
Certificate, Project Management
Institute of Marketing and Management
Diploma in Marketing and Management
Bombay University
Bachelor of Science (B.S.)
Aon Hewitt May 2002 - Present
Sapiens Consulting June 2000 - October 2001
Principal Financial Group July 1994 - May 2000
Skills
Project Management, Business Analysis, Vendor Management, Client Relationship..., Benefits Administration, Quality Management, System Implementations, System Conversions, Operations Management, Educational Leadership, Change Management, Business Process..., BPO, Employee Benefits, Performance Management, Outsourcing, Requirements Analysis, Billing Systems, Defined Benefit
Education
University of Missouri-Saint Louis
Master of Science (M.S.), Management Information Systems
Villanova University
Certificate, Project Management
Institute of Marketing and Management
Diploma in Marketing and Management
Bombay University
Bachelor of Science (B.S.)
Mary D'Angona Stabler, CISR's Principal Financial Group Experience May 1995 - September 2002
Job Commercial Account Manager at The Insurance Exchange, Inc.
Industry Insurance
Experience
The Insurance Exchange, Inc. January 2014 - Present
TMG, LLC February 2012 - March 2013
Irri-Tech, Inc. January 2002 - March 2013
Principal Financial Group May 1995 - September 2002
Skills
Commercial Insurance, Property & Casualty..., Professional Liability..., Fiduciary Liability..., Employment Practices..., ERISA Insurance, Microsoft Office, Microsoft Excel, Microsoft Word, Applied Agency..., Accounts Payable &..., PowerPoint, Outlook, Quickbooks Pro, Human Resources, Performance Appraisal
Education
University of MD 1982 — 1985
Bachelor's Degree, General Studies - Business Concentration
University of Maryland College Park
Bachelor of Science (B.S.), General Studies
The Insurance Exchange, Inc. January 2014 - Present
TMG, LLC February 2012 - March 2013
Irri-Tech, Inc. January 2002 - March 2013
Principal Financial Group May 1995 - September 2002
Skills
Commercial Insurance, Property & Casualty..., Professional Liability..., Fiduciary Liability..., Employment Practices..., ERISA Insurance, Microsoft Office, Microsoft Excel, Microsoft Word, Applied Agency..., Accounts Payable &..., PowerPoint, Outlook, Quickbooks Pro, Human Resources, Performance Appraisal
Education
University of MD 1982 — 1985
Bachelor's Degree, General Studies - Business Concentration
University of Maryland College Park
Bachelor of Science (B.S.), General Studies
Ted Laborde's Principal Financial Group Experience April 2003 - August 2004
Job Actuarial Analyst at Milliman
Industry Insurance
Experience
Milliman April 2008 - Present
MassMutual Financial Group August 2004 - April 2008
Principal Financial Group April 2003 - August 2004
Skills
Microsoft Excel, Investments, Retirement Benefits, Mutual Funds, Customer Service
Education
University of Massachusetts, Amherst 1995 — 1999
Bachelor of Science (BS), School of Management
Milliman April 2008 - Present
MassMutual Financial Group August 2004 - April 2008
Principal Financial Group April 2003 - August 2004
Skills
Microsoft Excel, Investments, Retirement Benefits, Mutual Funds, Customer Service
Education
University of Massachusetts, Amherst 1995 — 1999
Bachelor of Science (BS), School of Management
Ryan Roth's Principal Financial Group Experience August 2014 - Present
Job Client Services Director at Principal Financial Group
Industry Insurance
Experience
Principal Financial Group August 2014 - Present
Bukaty Companies February 2002 - August 2014
Financial Associates 2001 - 2002
Roth Lawn Maintenance 1993 - 2000
Skills
Health Insurance, Disability Insurance, Employee Benefits, Insurance, Life Insurance, Term Life Insurance, Brokers, Benefits Administration, Sales, Sales Management, Leadership, Health Savings Accounts, Customer Service, Management, Marketing
Education
University of Missouri-Kansas City 1994 — 1998
Bachelor's of Business Administration, Business Administration and Management, General
Principal Financial Group August 2014 - Present
Bukaty Companies February 2002 - August 2014
Financial Associates 2001 - 2002
Roth Lawn Maintenance 1993 - 2000
Skills
Health Insurance, Disability Insurance, Employee Benefits, Insurance, Life Insurance, Term Life Insurance, Brokers, Benefits Administration, Sales, Sales Management, Leadership, Health Savings Accounts, Customer Service, Management, Marketing
Education
University of Missouri-Kansas City 1994 — 1998
Bachelor's of Business Administration, Business Administration and Management, General
Steve Herzberg's Principal Financial Group Experience January 2004 - Present
Job Consultant at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group January 2004 - Present
Fidelity Investments October 2000 - January 2004
UMB Bank 1999 - 2000
UMB Bank 1997 - 1999
Skills
ERISA, ESOP, Employee Benefits, Pension Administration, Compliance, Consulting, Non-Qualified Deferred..., Defined Benefit, Defined Contribution
Education
University of Missouri-Kansas City School of Law
Doctor of Law (JD)
Principal Financial Group January 2004 - Present
Fidelity Investments October 2000 - January 2004
UMB Bank 1999 - 2000
UMB Bank 1997 - 1999
Skills
ERISA, ESOP, Employee Benefits, Pension Administration, Compliance, Consulting, Non-Qualified Deferred..., Defined Benefit, Defined Contribution
Education
University of Missouri-Kansas City School of Law
Doctor of Law (JD)
The Principal Financial Group
BTG Pactual
HuaTai Securities Co.,Ltd.
Guosen Securities
PFG
Principal Financial
Principle
Fubon Financial Holdings