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.
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8,325 Principal Financial Group employees in database. Find out everything there's to know about Principal Financial Group employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Principal Financial Group Employees
Employee
Years
Job
Industry
Kristi Schenk Kristi Schenk's Principal Financial Group Experience March 2015 - Present
Job Sales Representative Group Benefits at Principal Financial Group
Industry Insurance
Experience
Principal Financial Group March 2015 - Present
Principal Financial Group June 2014 - Present
University of North Carolina at Chapel Hill August 2010 - May 2014
Michael Kors 2012 - February 2014
Michael Kors May 2013 - August 2013
Executive Office of the President Office of the National Drug Control Policy May 2012 - August 2012
The Washington Center April 2012 - August 2012
Brixx Pizza February 2008 - August 2010
Skills
Sales, Social Media, Policy, Facebook, Insurance, Employee Benefits, Disability Insurance, Dental Insurance, Life Insurance, Marketing
Education
University of North Carolina at Chapel Hill 2010 — 2014
BA, Psychology; Minor in Philosophy, Political Science & Economics (PPE)
Myers Park High School 2006 — 2010
in 2010 with a North Carolina High School Diploma
Principal Financial Group March 2015 - Present
Principal Financial Group June 2014 - Present
University of North Carolina at Chapel Hill August 2010 - May 2014
Michael Kors 2012 - February 2014
Michael Kors May 2013 - August 2013
Executive Office of the President Office of the National Drug Control Policy May 2012 - August 2012
The Washington Center April 2012 - August 2012
Brixx Pizza February 2008 - August 2010
Skills
Sales, Social Media, Policy, Facebook, Insurance, Employee Benefits, Disability Insurance, Dental Insurance, Life Insurance, Marketing
Education
University of North Carolina at Chapel Hill 2010 — 2014
BA, Psychology; Minor in Philosophy, Political Science & Economics (PPE)
Myers Park High School 2006 — 2010
in 2010 with a North Carolina High School Diploma
Austin Johnk Austin Johnk's Principal Financial Group Experience October 2013 - March 2014
Job Investment Operations Associate at Aegon
Industry
Experience
American Equity August 2015 - Present
Aegon June 2015 - July 2015
Strategic Financial Solutions, LLC May 2014 - August 2014
Principal Financial Group October 2013 - March 2014
Arganbright Land Improvement LLC May 2009 - August 2013
Coulters Panorama Marine May 2010 - August 2011
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Teamwork, English, Time Management, Social Networking, Social Media, Event Planning, Leadership
Education
University of Northern Iowa 2011 — 2015
Bachelor's degree, Finance
University of Northern Iowa 2011 — 2015
Minor: Economics
University of Northern Iowa 2011 — 2015
Bachelor's degree, Accounting
Panorama
American Equity August 2015 - Present
Aegon June 2015 - July 2015
Strategic Financial Solutions, LLC May 2014 - August 2014
Principal Financial Group October 2013 - March 2014
Arganbright Land Improvement LLC May 2009 - August 2013
Coulters Panorama Marine May 2010 - August 2011
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Teamwork, English, Time Management, Social Networking, Social Media, Event Planning, Leadership
Education
University of Northern Iowa 2011 — 2015
Bachelor's degree, Finance
University of Northern Iowa 2011 — 2015
Minor: Economics
University of Northern Iowa 2011 — 2015
Bachelor's degree, Accounting
Panorama
Michael J. Gonzales Michael J. Gonzales's Principal Financial Group Experience 2007 - Present
Job Senior Financial Services Representative ; Princor Registered Representative and Financial Advisor
Industry Financial Services
Experience
Principal Financial Group 2007 - Present
Skills
Investments, Mutual Funds, Retirement Planning, Strategic Financial..., Insurance, Financial Services, Wealth Management, Retirement, Fixed Annuities
Education
University of North Texas 1974 — 1977
Bachelor's Degree, Business Administration and Management, General
Principal Financial Group 2007 - Present
Skills
Investments, Mutual Funds, Retirement Planning, Strategic Financial..., Insurance, Financial Services, Wealth Management, Retirement, Fixed Annuities
Education
University of North Texas 1974 — 1977
Bachelor's Degree, Business Administration and Management, General
David Dunlevy David Dunlevy's Principal Financial Group Experience June 1992 - March 1994
Job Vice President Lending at Finemark National Bank & Trust
Industry Financial Services
Experience
Finemark National Bank & Trust April 2012 - Present
Northern Trust June 2004 - March 2012
MGIC 1999 - 2004
Minor League Baseball 1994 - 2001
Principal Financial Group June 1992 - March 1994
Skills
Lines Of Credit, Banking, Real Estate, Financial Analysis, Loans, Credit, Investments, Commercial Lending, Residential Mortgages, Commercial Mortgages, Mortgage Lending, Credit Analysis, Portfolio Management, Wealth Management, Mortgage Banking, Private Banking, Loan Origination, Equities, Small Business
Education
University of Northern Iowa 1988 — 1992
B.A., Business Management, Business Communications minor
Kee High School
Finemark National Bank & Trust April 2012 - Present
Northern Trust June 2004 - March 2012
MGIC 1999 - 2004
Minor League Baseball 1994 - 2001
Principal Financial Group June 1992 - March 1994
Skills
Lines Of Credit, Banking, Real Estate, Financial Analysis, Loans, Credit, Investments, Commercial Lending, Residential Mortgages, Commercial Mortgages, Mortgage Lending, Credit Analysis, Portfolio Management, Wealth Management, Mortgage Banking, Private Banking, Loan Origination, Equities, Small Business
Education
University of Northern Iowa 1988 — 1992
B.A., Business Management, Business Communications minor
Kee High School
Mimi Constantino Mimi Constantino's Principal Financial Group Experience April 1999 - October 2002
Job Finance Home America, A Division of Eustis Mortgage Corporation
Industry Financial Services
Experience
EFast Funding, A Division of AmCap Mortgage, LTD February 2014 - March 2015
Nationstar Mortgage May 2012 - July 2013
Member Home Loan June 2011 - February 2012
AmTrust Bank October 2002 - December 2009
Principal Financial Group April 1999 - October 2002
Skills
Sales, Mortgage Banking, Account Management, Sales Operations, Sales Management, Loans, FHA, Real Estate, Marketing, Residential Mortgages, Customer Service, Microsoft Excel, Management
Education
University of North Texas 1983 — 1987
None, Business/Hotel Restaurant Management
American School of Mexico City 1974 — 1983
EFast Funding, A Division of AmCap Mortgage, LTD February 2014 - March 2015
Nationstar Mortgage May 2012 - July 2013
Member Home Loan June 2011 - February 2012
AmTrust Bank October 2002 - December 2009
Principal Financial Group April 1999 - October 2002
Skills
Sales, Mortgage Banking, Account Management, Sales Operations, Sales Management, Loans, FHA, Real Estate, Marketing, Residential Mortgages, Customer Service, Microsoft Excel, Management
Education
University of North Texas 1983 — 1987
None, Business/Hotel Restaurant Management
American School of Mexico City 1974 — 1983
Andrew Freeman Andrew Freeman's Principal Financial Group Experience December 2013 - Present
Job Retirement Specialist / Account Executive for the Principal Financial Group / Princor Registered Rep / Advisor Rep
Industry Financial Services
Experience
Principal Financial Group December 2013 - Present
Verisight, Inc September 2009 - December 2013
Principal Financial Group February 2005 - June 2009
Skills
Retirement, Defined Benefit, Retirement Plan..., 401k, Pensions, Retirement Planning, Qualified Retirement..., Non-Qualified Deferred..., Financial Services, Employee Benefits
Education
University of Northern Iowa 1999 — 2004
Bachelor of Arts, Education, Spanish
Principal Financial Group December 2013 - Present
Verisight, Inc September 2009 - December 2013
Principal Financial Group February 2005 - June 2009
Skills
Retirement, Defined Benefit, Retirement Plan..., 401k, Pensions, Retirement Planning, Qualified Retirement..., Non-Qualified Deferred..., Financial Services, Employee Benefits
Education
University of Northern Iowa 1999 — 2004
Bachelor of Arts, Education, Spanish
Brian Munn, CFP®, CRPC®, AIF® Brian Munn, CFP®, CRPC®, AIF®'s Principal Financial Group Experience February 2007 - May 2010
Job American Century Investments
Industry Financial Services
Experience
American Century Investments April 2013 - Present
Natixis Global Asset Management May 2010 - April 2013
Principal Financial Group February 2007 - May 2010
Wachovia, A Wells Fargo Company September 1997 - February 2007
Skills
Mutual Funds, 401k, Retirement Planning, Investments, Series 7, Series 63, Financial Services, Asset Allocation, Retirement, Wealth Management
Education
University of North Carolina at Chapel Hill 1992 — 1996
Journalism and Mass Communication
American Century Investments April 2013 - Present
Natixis Global Asset Management May 2010 - April 2013
Principal Financial Group February 2007 - May 2010
Wachovia, A Wells Fargo Company September 1997 - February 2007
Skills
Mutual Funds, 401k, Retirement Planning, Investments, Series 7, Series 63, Financial Services, Asset Allocation, Retirement, Wealth Management
Education
University of North Carolina at Chapel Hill 1992 — 1996
Journalism and Mass Communication
Rob Crane II Rob Crane II's Principal Financial Group Experience 1995 - 1998
Job Database Strategist
Industry Transportation/Trucking/Railroad
Experience
FedEx Services July 2004 - Present
El Paso County Search and Rescue January 2003 - Present
USA Climbing March 2010 - March 2014
CDUG January 2004 - December 2012
IDUG October 2006 - June 2012
IDUG June 2006 - May 2012
Platinum Technology 1998 - 2004
Principal Financial Group 1995 - 1998
State Farm Insurance 1990 - 1995
Skills
DB2, Database Design, Relational Databases, XML Databases, SQLJ, JDBC, SQL Tuning, Problem Solving, Database Administration, Technical Leadership, Team Leadership, Oracle RAC, Databases, Oracle, Mainframe, Performance Tuning, Database Admin, Business Intelligence, High Availability, z/OS, COBOL, AIX, Linux, SQL, Data Warehousing, Information Management, Data Integration, Data Migration, IBM Mainframe, Enterprise Architecture, Disaster Recovery, Shell Scripting, Data Modeling, ETL, Unix, Stored Procedures, Systems Analysis, Unix Shell Scripting, Data Management
Education
University of Northern Iowa 1987 — 1990
Bachelor of Arts, MIS
Deerfield-Windsor Academy 1984 — 1986
College Prep High School
FedEx Services July 2004 - Present
El Paso County Search and Rescue January 2003 - Present
USA Climbing March 2010 - March 2014
CDUG January 2004 - December 2012
IDUG October 2006 - June 2012
IDUG June 2006 - May 2012
Platinum Technology 1998 - 2004
Principal Financial Group 1995 - 1998
State Farm Insurance 1990 - 1995
Skills
DB2, Database Design, Relational Databases, XML Databases, SQLJ, JDBC, SQL Tuning, Problem Solving, Database Administration, Technical Leadership, Team Leadership, Oracle RAC, Databases, Oracle, Mainframe, Performance Tuning, Database Admin, Business Intelligence, High Availability, z/OS, COBOL, AIX, Linux, SQL, Data Warehousing, Information Management, Data Integration, Data Migration, IBM Mainframe, Enterprise Architecture, Disaster Recovery, Shell Scripting, Data Modeling, ETL, Unix, Stored Procedures, Systems Analysis, Unix Shell Scripting, Data Management
Education
University of Northern Iowa 1987 — 1990
Bachelor of Arts, MIS
Deerfield-Windsor Academy 1984 — 1986
College Prep High School
Josh Ingalls Josh Ingalls's Principal Financial Group Experience February 2015 - Present
Job Talent Analytics Strategist
Industry Human Resources
Experience
Principal Financial Group February 2015 - Present
Orchard Place December 2014 - Present
Principal Financial Group April 2013 - Present
Principal Financial Group September 2012 - Present
Principal Financial Group September 2011 - October 2012
Principal Financial Group March 2010 - October 2011
Principal Financial Group January 2007 - March 2010
Iowa Waste Reduction Center January 2006 - December 2006
Omega Cabinetry July 2002 - August 2006
Education
University of Northern Iowa 2005 — 2006
Masters of Science, Industrial/Organizational Psychology
University of Northern Iowa 2000 — 2004
Bachelor of Science, Major - Psychology, Minor - Philosophy
Principal Financial Group February 2015 - Present
Orchard Place December 2014 - Present
Principal Financial Group April 2013 - Present
Principal Financial Group September 2012 - Present
Principal Financial Group September 2011 - October 2012
Principal Financial Group March 2010 - October 2011
Principal Financial Group January 2007 - March 2010
Iowa Waste Reduction Center January 2006 - December 2006
Omega Cabinetry July 2002 - August 2006
Education
University of Northern Iowa 2005 — 2006
Masters of Science, Industrial/Organizational Psychology
University of Northern Iowa 2000 — 2004
Bachelor of Science, Major - Psychology, Minor - Philosophy
Amber Irlmeier Amber Irlmeier's Principal Financial Group Experience January 2015 - Present
Job Actuarial Assistant at Principal Financial Group
Industry Insurance
Experience
Principal Financial Group January 2015 - Present
Principal Financial Group May 2014 - August 2014
University of Northern Iowa Student Government May 2013 - April 2014
John Hancock Financial Services May 2013 - August 2013
University of Northern Iowa September 2012 - December 2012
University of Northern Iowa Office of Student Financial Aid November 2010 - September 2012
Aviva USA May 2012 - August 2012
Camp Adventure Child and Youth Services May 2011 - August 2011
The Danish Inn November 2006 - August 2010
Elk Horn Public Library May 2007 - September 2007
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Analysis, Statistics, Research, Finance, Data Analysis, Leadership, Teamwork, Higher Education
Education
University of Northern Iowa 2010 — 2014
Bachelor of Arts (B.A.), Actuarial Science and Applied Economic Analysis
Elk Horn-Kimballton Community HS 2006 — 2010
High School Diploma
Principal Financial Group January 2015 - Present
Principal Financial Group May 2014 - August 2014
University of Northern Iowa Student Government May 2013 - April 2014
John Hancock Financial Services May 2013 - August 2013
University of Northern Iowa September 2012 - December 2012
University of Northern Iowa Office of Student Financial Aid November 2010 - September 2012
Aviva USA May 2012 - August 2012
Camp Adventure Child and Youth Services May 2011 - August 2011
The Danish Inn November 2006 - August 2010
Elk Horn Public Library May 2007 - September 2007
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Analysis, Statistics, Research, Finance, Data Analysis, Leadership, Teamwork, Higher Education
Education
University of Northern Iowa 2010 — 2014
Bachelor of Arts (B.A.), Actuarial Science and Applied Economic Analysis
Elk Horn-Kimballton Community HS 2006 — 2010
High School Diploma
Emily Schweer Emily Schweer's Principal Financial Group Experience June 2014 - Present
Job Leadership Development Program Associate at Principal Financial Group
Industry Marketing and Advertising
Experience
Principal Financial Group June 2014 - Present
Mary Kay Inc. March 2011 - Present
Cape Fear Volunteer Center August 2013 - 2014
TealTV Broadcasting Network May 2013 - 2014
Skills
Microsoft Office, Microsoft Excel, Customer Service, Social Media Marketing, Facebook, Advertising, Marketing Communications, SPSS, Market Research, Teamwork
Education
University of North Carolina at Wilmington 2012 — 2014
Bachelor of Business Administration (BBA), Marketing and Operations Management
University of Valencia 2013 — 2013
Bachelor of Business Administration (BBA), Spanish Language and Literature, A
Denver High School
Principal Financial Group June 2014 - Present
Mary Kay Inc. March 2011 - Present
Cape Fear Volunteer Center August 2013 - 2014
TealTV Broadcasting Network May 2013 - 2014
Skills
Microsoft Office, Microsoft Excel, Customer Service, Social Media Marketing, Facebook, Advertising, Marketing Communications, SPSS, Market Research, Teamwork
Education
University of North Carolina at Wilmington 2012 — 2014
Bachelor of Business Administration (BBA), Marketing and Operations Management
University of Valencia 2013 — 2013
Bachelor of Business Administration (BBA), Spanish Language and Literature, A
Denver High School
Daniel Reeves Daniel Reeves's Principal Financial Group Experience May 2011 - Present
Job Marketing Strategist at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group May 2011 - Present
Principal Financial Group April 2007 - May 2011
Principal Financial Group April 2006 - April 2007
Principal Financial Group March 2005 - April 2006
ING May 2004 - April 2005
Principal Financial Group January 2003 - May 2004
Skills
Marketing, Sales, Marketing Strategy, Leadership, Social Media Marketing, Customer Service, Insurance, Product Marketing, Sales Process, Sales Force Development, Relationship Marketing, Relationship Management, Customer Experience, Thought Leadership, Bass Guitar, Guitar, Music, Juggling, Retirement
Education
University of Northern Iowa 1998 — 2002
Bachelor of Arts (BA), Political Science
Principal Financial Group May 2011 - Present
Principal Financial Group April 2007 - May 2011
Principal Financial Group April 2006 - April 2007
Principal Financial Group March 2005 - April 2006
ING May 2004 - April 2005
Principal Financial Group January 2003 - May 2004
Skills
Marketing, Sales, Marketing Strategy, Leadership, Social Media Marketing, Customer Service, Insurance, Product Marketing, Sales Process, Sales Force Development, Relationship Marketing, Relationship Management, Customer Experience, Thought Leadership, Bass Guitar, Guitar, Music, Juggling, Retirement
Education
University of Northern Iowa 1998 — 2002
Bachelor of Arts (BA), Political Science
Becca Baldwin Becca Baldwin's Principal Financial Group Experience July 2015 - Present
Job Specialty Benefits Division at Principal Financial Group
Industry Marketing and Advertising
Experience
Principal Financial Group July 2015 - Present
ESC Rennes August 2014 - May 2015
University of Northern Iowa May 2013 - May 2014
University of Northern Iowa May 2012 - May 2014
Northwestern Mutual January 2012 - August 2012
Skills
Disability Insurance, Microsoft Excel, Microsoft Office, Marketing, Microsoft Word, PowerPoint, Time Management, Social Networking, Teamwork, Social Media, Sales, Facebook, Leadership, Event Planning, Event Management, Fundraising, Social Media Marketing
Education
Ecole supérieure de Commerce de Rennes 2014 — 2015
Master of International Business (MAIB), International Business
University of Northern Iowa 2010 — 2014
Bachelor's degree, Global Marketing, Organizational Leadership Management
Panorama High School 2006 — 2010
High School Diploma
Principal Financial Group July 2015 - Present
ESC Rennes August 2014 - May 2015
University of Northern Iowa May 2013 - May 2014
University of Northern Iowa May 2012 - May 2014
Northwestern Mutual January 2012 - August 2012
Skills
Disability Insurance, Microsoft Excel, Microsoft Office, Marketing, Microsoft Word, PowerPoint, Time Management, Social Networking, Teamwork, Social Media, Sales, Facebook, Leadership, Event Planning, Event Management, Fundraising, Social Media Marketing
Education
Ecole supérieure de Commerce de Rennes 2014 — 2015
Master of International Business (MAIB), International Business
University of Northern Iowa 2010 — 2014
Bachelor's degree, Global Marketing, Organizational Leadership Management
Panorama High School 2006 — 2010
High School Diploma
Alicia Eichmeier Alicia Eichmeier's Principal Financial Group Experience 2002 - 2009
Job Accounting Associate at Dwolla
Industry Financial Services
Experience
Dwolla February 2015 - Present
Principal Financial Group 2002 - 2009
Arthur Anderson July 2001 - June 2002
Skills
Financial Analysis, Financial Reporting, Accounting, Investments, Finance, Account Reconciliation, Internal Controls, Separate Accounts, Internal Financial..., Query Writing
Education
University of Northern Iowa 1997 — 2001
Bachelor of Arts (BA), Accounting
Dwolla February 2015 - Present
Principal Financial Group 2002 - 2009
Arthur Anderson July 2001 - June 2002
Skills
Financial Analysis, Financial Reporting, Accounting, Investments, Finance, Account Reconciliation, Internal Controls, Separate Accounts, Internal Financial..., Query Writing
Education
University of Northern Iowa 1997 — 2001
Bachelor of Arts (BA), Accounting
Art Thurm Art Thurm's Principal Financial Group Experience 2012 - Present
Job Financial Services Representative Princor Registered Representative
Industry Financial Services
Experience
Principal Financial Group 2012 - Present
Aflac 2013 - Present
United Health Care (One) 2013 - Present
Aetna 2013 - Present
Humana 2014 - Present
United Healthcare Medicare Solutions 2015 - Present
Florida Blue 2013 - Present
New York LIfe Insurance 2011 - 2012
Carrabba's Italian Grill 2004 - 2011
Skills
Strategic Financial..., Retirement Planning, Fixed Annuities, Variable Annuities, Investment Advice, 401k Rollovers, IRAs, Mutual Funds, Financial Services, Business Strategy, Life Insurance, Disability Insurance, Education Funding, Business Planning, Marketing Strategy, Business Development, Health Insurance, Long Term Care Insurance, Term Life Insurance, Asset Allocation, Financial Advisory, Financial Planning, Estate Planning, tax-deferred savings, Charitable Giving, Individual Pension Plans, Wealth Accumulation, Split Dollar Plans, buy-sell review, buy-sell aggreements, Financial Analysis, Income Protection, Supplemental Retirement, Management, Sales, Investments, Finance
Education
University of North Florida
Bachelor's Degree in Business Administration, Marketing
University of North Florida
Bachelor's Degree in Business Administration, Management
University of North Florida
Bachelor's Degree in Business Administration, Finance
Winter Haven High School
Principal Financial Group 2012 - Present
Aflac 2013 - Present
United Health Care (One) 2013 - Present
Aetna 2013 - Present
Humana 2014 - Present
United Healthcare Medicare Solutions 2015 - Present
Florida Blue 2013 - Present
New York LIfe Insurance 2011 - 2012
Carrabba's Italian Grill 2004 - 2011
Skills
Strategic Financial..., Retirement Planning, Fixed Annuities, Variable Annuities, Investment Advice, 401k Rollovers, IRAs, Mutual Funds, Financial Services, Business Strategy, Life Insurance, Disability Insurance, Education Funding, Business Planning, Marketing Strategy, Business Development, Health Insurance, Long Term Care Insurance, Term Life Insurance, Asset Allocation, Financial Advisory, Financial Planning, Estate Planning, tax-deferred savings, Charitable Giving, Individual Pension Plans, Wealth Accumulation, Split Dollar Plans, buy-sell review, buy-sell aggreements, Financial Analysis, Income Protection, Supplemental Retirement, Management, Sales, Investments, Finance
Education
University of North Florida
Bachelor's Degree in Business Administration, Marketing
University of North Florida
Bachelor's Degree in Business Administration, Management
University of North Florida
Bachelor's Degree in Business Administration, Finance
Winter Haven High School
Andrew McCardle Andrew McCardle's Principal Financial Group Experience May 2013 - August 2013
Job Tax Associate at PricewaterhouseCoopers
Industry Accounting
Experience
PwC July 2015 - Present
PwC June 2014 - August 2014
University of Northern Iowa January 2012 - May 2014
Principal Financial Group May 2013 - August 2013
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Public Speaking, QuickBooks, Teamwork, Sports
Education
University of Northern Iowa 2014 — 2015
Master of Accounting, Accounting
University of Northern Iowa 2010 — 2014
Bachelor of Accounting; P.A; Bachelor of Finance, Accounting and Finance
PwC July 2015 - Present
PwC June 2014 - August 2014
University of Northern Iowa January 2012 - May 2014
Principal Financial Group May 2013 - August 2013
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Public Speaking, QuickBooks, Teamwork, Sports
Education
University of Northern Iowa 2014 — 2015
Master of Accounting, Accounting
University of Northern Iowa 2010 — 2014
Bachelor of Accounting; P.A; Bachelor of Finance, Accounting and Finance
Alan Crews, CFP Alan Crews, CFP's Principal Financial Group Experience July 2014 - Present
Job Sr. Financial Services Rep., Princor Registered Rep., Financial Advisor at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group July 2014 - Present
Ameriprise Financial 2005 - June 2014
Magellan Charter, St. Timothy's, and Carnage Middle schools 1998 - 2004
IBM 1982 - 1996
Skills
Financial Planning, Retirement Planning, Retirement Income..., Tax-advantaged..., Investment Advisory, Business Owner Planning, College Funding..., Asset Protection, Income Protection, Life Insurance, Disability Insurance, Long Term Care Insurance
Education
University of North Carolina at Greensboro 1997 — 1998
M.S.
University of North Carolina at Chapel Hill 1978 — 1982
B.S.
Principal Financial Group July 2014 - Present
Ameriprise Financial 2005 - June 2014
Magellan Charter, St. Timothy's, and Carnage Middle schools 1998 - 2004
IBM 1982 - 1996
Skills
Financial Planning, Retirement Planning, Retirement Income..., Tax-advantaged..., Investment Advisory, Business Owner Planning, College Funding..., Asset Protection, Income Protection, Life Insurance, Disability Insurance, Long Term Care Insurance
Education
University of North Carolina at Greensboro 1997 — 1998
M.S.
University of North Carolina at Chapel Hill 1978 — 1982
B.S.
Chris Whiteside Chris Whiteside's Principal Financial Group Experience July 2014 - Present
Job Sr. Financial Services Rep., Princor Registered Rep., Investment Adviser Representative at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group July 2014 - Present
Carolina Capital Management 2013 - July 2014
Carolina Capital Management 2005 - 2013
Skills
Securities, Financial Services, Finance, Financial Advisory, Strategy, Management, Investments
Education
University of North Carolina at Chapel Hill 2000 — 2004
Bachelor of Arts (B.A.), Economics and Psychology
Principal Financial Group July 2014 - Present
Carolina Capital Management 2013 - July 2014
Carolina Capital Management 2005 - 2013
Skills
Securities, Financial Services, Finance, Financial Advisory, Strategy, Management, Investments
Education
University of North Carolina at Chapel Hill 2000 — 2004
Bachelor of Arts (B.A.), Economics and Psychology
Corey Pottebaum Corey Pottebaum's Principal Financial Group Experience May 2010 - August 2010
Job Lead Managed Services Technician at Virteva
Industry Information Technology and Services
Experience
Virteva January 2014 - Present
Magenic January 2012 - January 2014
Epic June 2011 - January 2012
University of Northern Iowa August 2010 - May 2011
University of Northern Iowa April 2010 - May 2011
Principal Financial Group May 2010 - August 2010
University of Northern Iowa May 2009 - May 2010
Skills
Servers, Networking, Windows, Hyper-V, Cisco Technologies, Technical Support, Data Center, Firewalls, Information Technology, SAN, Active Directory, SCOM, Citrix, Virtualization, CommVault, F5 BigIP, IBM SAN, Databases, Windows Server
Education
University of Northern Iowa 2007 — 2011
BA, Management Information Systems
Virteva January 2014 - Present
Magenic January 2012 - January 2014
Epic June 2011 - January 2012
University of Northern Iowa August 2010 - May 2011
University of Northern Iowa April 2010 - May 2011
Principal Financial Group May 2010 - August 2010
University of Northern Iowa May 2009 - May 2010
Skills
Servers, Networking, Windows, Hyper-V, Cisco Technologies, Technical Support, Data Center, Firewalls, Information Technology, SAN, Active Directory, SCOM, Citrix, Virtualization, CommVault, F5 BigIP, IBM SAN, Databases, Windows Server
Education
University of Northern Iowa 2007 — 2011
BA, Management Information Systems
Andy Boerjan Andy Boerjan's Principal Financial Group Experience March 2013 - Present
Job Asst DirIT Architecture at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group March 2013 - Present
Principal Financial Group January 2009 - Present
Principal Financial Group March 2006 - December 2008
Principal Financial Group January 2004 - March 2006
American HomePatient May 2003 - January 2004
American HomePatient September 1999 - May 2003
Skills
DB2, Enterprise Architecture, COBOL, SDLC, SharePoint, JCL, SOA, Data Modeling, Business Requirements, Information Technology, Technical Leadership, Visio, Data Warehousing, Requirements Analysis, Requirements Gathering
Education
University of Northern Iowa 1999 — 2003
Bachelors, Computer Infomation Systems
Principal Financial Group March 2013 - Present
Principal Financial Group January 2009 - Present
Principal Financial Group March 2006 - December 2008
Principal Financial Group January 2004 - March 2006
American HomePatient May 2003 - January 2004
American HomePatient September 1999 - May 2003
Skills
DB2, Enterprise Architecture, COBOL, SDLC, SharePoint, JCL, SOA, Data Modeling, Business Requirements, Information Technology, Technical Leadership, Visio, Data Warehousing, Requirements Analysis, Requirements Gathering
Education
University of Northern Iowa 1999 — 2003
Bachelors, Computer Infomation Systems
Adam Rohloff Adam Rohloff's Principal Financial Group Experience October 2012 - February 2013
Job Ag & Commercial Lending
Industry Banking
Experience
Leighton State Bank June 2014 - Present
Henderson Business Group, Inc. July 2013 - June 2014
Principal Financial Group October 2012 - February 2013
JuryScope 2013 - 2013
United States Senate January 2011 - April 2011
Musco Lighting May 2010 - August 2010
Pella Corporation May 2010 - July 2010
Skills
Sales, Microsoft Excel, Microsoft Word, PowerPoint, Business Valuation, Argus Modeling, SPSS, Underwriting, Commercial Real Estate, Financial Analysis, Real Estate Economics
Education
University of Northern Iowa
Bachelor's degree, Finance, Real Estate, and Psychology, Cum Laude
Central College
Leighton State Bank June 2014 - Present
Henderson Business Group, Inc. July 2013 - June 2014
Principal Financial Group October 2012 - February 2013
JuryScope 2013 - 2013
United States Senate January 2011 - April 2011
Musco Lighting May 2010 - August 2010
Pella Corporation May 2010 - July 2010
Skills
Sales, Microsoft Excel, Microsoft Word, PowerPoint, Business Valuation, Argus Modeling, SPSS, Underwriting, Commercial Real Estate, Financial Analysis, Real Estate Economics
Education
University of Northern Iowa
Bachelor's degree, Finance, Real Estate, and Psychology, Cum Laude
Central College
Sarah Ritchie Sarah Ritchie's Principal Financial Group Experience May 2015 - Present
Job Assistant Director Agile Product Management at Principal Financial Group
Industry Insurance
Experience
Principal Financial Group May 2015 - Present
Principal Financial Group October 2012 - May 2015
Principal Financial Group January 2005 - November 2012
Principal Financial Group March 1998 - August 2004
Skills
Staff Development, Fixed Annuities, Retirement, Term Life Insurance, Long-term Care, Retirement Planning, Mutual Funds, Health Insurance, Estate Planning
Education
University of Northern Iowa 1994 — 1997
BA, Communications - Electronic Media/Journalism
University of Northern Iowa
Principal Financial Group May 2015 - Present
Principal Financial Group October 2012 - May 2015
Principal Financial Group January 2005 - November 2012
Principal Financial Group March 1998 - August 2004
Skills
Staff Development, Fixed Annuities, Retirement, Term Life Insurance, Long-term Care, Retirement Planning, Mutual Funds, Health Insurance, Estate Planning
Education
University of Northern Iowa 1994 — 1997
BA, Communications - Electronic Media/Journalism
University of Northern Iowa
Michael Arner Michael Arner's Principal Financial Group Experience January 2006 - June 2009
Job Corporate Services Financial Consultant at E*TRADE Financial Corporation
Industry Financial Services
Experience
E*TRADE Financial Corporation April 2013 - Present
Fidelity Investments March 2012 - April 2013
Morgan Stanley Smith Barney June 2010 - August 2011
Principal Financial Group January 2006 - June 2009
UBS January 2000 - December 2005
Piper Glen Golf Club 1996 - 1999
Skills
Retirement Planning, Investments, 401k, Insurance, Retirement, Wealth Management, 401k Rollovers, Mutual Funds, Account Management, Public Speaking, Securities, Wealth, Risk Management, Estate Planning, Portfolio Management, Equities, Trusts, Business Relationship..., Asset Management, Financial Planning, Annuities, Long Term Care, business development, Account Executive, Territory, Series 7, Series 63, Series 65, Finance, Investment Strategies, Sales, Relationship Management, Financial Services, Strategic Planning, Investment Management, Team Building, Marketing, Marketing Strategy, Leadership, Business Planning
Education
University of North Carolina at Charlotte - Belk College of Business 1996 — 2000
Finance
Stuarts Draft High School 1990 — 1993
E*TRADE Financial Corporation April 2013 - Present
Fidelity Investments March 2012 - April 2013
Morgan Stanley Smith Barney June 2010 - August 2011
Principal Financial Group January 2006 - June 2009
UBS January 2000 - December 2005
Piper Glen Golf Club 1996 - 1999
Skills
Retirement Planning, Investments, 401k, Insurance, Retirement, Wealth Management, 401k Rollovers, Mutual Funds, Account Management, Public Speaking, Securities, Wealth, Risk Management, Estate Planning, Portfolio Management, Equities, Trusts, Business Relationship..., Asset Management, Financial Planning, Annuities, Long Term Care, business development, Account Executive, Territory, Series 7, Series 63, Series 65, Finance, Investment Strategies, Sales, Relationship Management, Financial Services, Strategic Planning, Investment Management, Team Building, Marketing, Marketing Strategy, Leadership, Business Planning
Education
University of North Carolina at Charlotte - Belk College of Business 1996 — 2000
Finance
Stuarts Draft High School 1990 — 1993
William Freese William Freese's Principal Financial Group Experience June 2007 - Present
Job Associate Actuary Pricing at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group June 2007 - Present
United States Marine Corps October 1998 - July 2003
Skills
MG-ALFA, Visual Basic, Microsoft Office, Actuarial Science, Universal Life, Term Life Insurance, Risk Analysis, Life Insurance, Insurance
Education
University of Northern Iowa 2006 — 2007
Bachelor of Arts (B.A.), Mathematics: Statistics and Actuarial Science
Principal Financial Group June 2007 - Present
United States Marine Corps October 1998 - July 2003
Skills
MG-ALFA, Visual Basic, Microsoft Office, Actuarial Science, Universal Life, Term Life Insurance, Risk Analysis, Life Insurance, Insurance
Education
University of Northern Iowa 2006 — 2007
Bachelor of Arts (B.A.), Mathematics: Statistics and Actuarial Science
Matt Dirkx Matt Dirkx's Principal Financial Group Experience November 2012 - March 2013
Job Digital Magazine Developer
Industry Marketing and Advertising
Experience
Meredith Xcelerated Marketing November 2013 - Present
Matt Dirkx Design February 2012 - Present
Art Directors Association of Iowa January 2011 - Present
Meredith Xcelerated Marketing March 2013 - November 2013
Principal Financial Group November 2012 - March 2013
East & South Des Moines Chambers of Commerce October 2011 - January 2013
Meredith February 2012 - November 2012
Cooper Smith and Company January 2010 - February 2012
Trilix Marketing Group October 2004 - November 2009
Allegra Print & Imaging January 2003 - August 2004
Skills
Adobe Creative Suite, Graphic Design, Web Design, Web Development, HTML 5, CSS3, Responsive Design, Corporate Identity, Logo Design, Flash Animation, Marketing Strategy, SASS, ePub, Wordpress, HTML emails, HTML, Agile Environment, Account Management, SEO, SEO Audits, User Interface Design, User Interface, User Experience, Advertising, Branding & Identity, CMS, CSS, WordPress, Creative Strategy, Graphics, Email Marketing, Photoshop, Layout, Brand Development, Direct Mail, Social Media, Art Direction
Education
University of Northern Iowa 1998 — 2002
Bachelor of Arts, Graphic Design
Carroll High School
Meredith Xcelerated Marketing November 2013 - Present
Matt Dirkx Design February 2012 - Present
Art Directors Association of Iowa January 2011 - Present
Meredith Xcelerated Marketing March 2013 - November 2013
Principal Financial Group November 2012 - March 2013
East & South Des Moines Chambers of Commerce October 2011 - January 2013
Meredith February 2012 - November 2012
Cooper Smith and Company January 2010 - February 2012
Trilix Marketing Group October 2004 - November 2009
Allegra Print & Imaging January 2003 - August 2004
Skills
Adobe Creative Suite, Graphic Design, Web Design, Web Development, HTML 5, CSS3, Responsive Design, Corporate Identity, Logo Design, Flash Animation, Marketing Strategy, SASS, ePub, Wordpress, HTML emails, HTML, Agile Environment, Account Management, SEO, SEO Audits, User Interface Design, User Interface, User Experience, Advertising, Branding & Identity, CMS, CSS, WordPress, Creative Strategy, Graphics, Email Marketing, Photoshop, Layout, Brand Development, Direct Mail, Social Media, Art Direction
Education
University of Northern Iowa 1998 — 2002
Bachelor of Arts, Graphic Design
Carroll High School
Alyssa Taber Alyssa Taber's Principal Financial Group Experience August 2014 - Present
Job Certified life coach, trainer, teacher and speaker at The John Maxwell Company
Industry Financial Services
Experience
The John Maxwell Company August 2015 - Present
Principal Financial Group August 2014 - Present
Iowa Donor Network June 2012 - Present
John Deere Financial November 2007 - July 2014
Skills
Quality Center, Test Strategy, Test Planning, Regression Testing, Process Improvement, User Acceptance Testing, System Testing, Requirements Analysis, Quality Assurance, Public Speaking, Risk Management, Agile Methodologies, Blogging, Project Planning, Event Planning, Multiple Project..., Effective Communication, Motivated self-starter
Education
University of Northern Iowa 1997 — 2001
BA, Computer Information Systems
The John Maxwell Company August 2015 - Present
Principal Financial Group August 2014 - Present
Iowa Donor Network June 2012 - Present
John Deere Financial November 2007 - July 2014
Skills
Quality Center, Test Strategy, Test Planning, Regression Testing, Process Improvement, User Acceptance Testing, System Testing, Requirements Analysis, Quality Assurance, Public Speaking, Risk Management, Agile Methodologies, Blogging, Project Planning, Event Planning, Multiple Project..., Effective Communication, Motivated self-starter
Education
University of Northern Iowa 1997 — 2001
BA, Computer Information Systems
Lisa Terwilliger Lisa Terwilliger's Principal Financial Group Experience June 2014 - Present
Job Client Transition Manager at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group June 2014 - Present
Principal Financial Group August 2011 - June 2014
Crescent State Bank 2006 - 2011
Capital Bank 2003 - 2006
Central Carolina Bank 2000 - 2003
Skills
Commercial Banking, Loans, Small Business Lending, Manage Client..., Risk Management, Non-Qualified Deferred..., Customer Service, Benefit Plan..., 409A, Retail Banking, Management, Team Building, Team Leadership
Education
UNC Chapel Hill
Bachelor of Arts (BA)
Principal Financial Group June 2014 - Present
Principal Financial Group August 2011 - June 2014
Crescent State Bank 2006 - 2011
Capital Bank 2003 - 2006
Central Carolina Bank 2000 - 2003
Skills
Commercial Banking, Loans, Small Business Lending, Manage Client..., Risk Management, Non-Qualified Deferred..., Customer Service, Benefit Plan..., 409A, Retail Banking, Management, Team Building, Team Leadership
Education
UNC Chapel Hill
Bachelor of Arts (BA)
Becky Stiles Becky Stiles's Principal Financial Group Experience March 2009 - March 2012
Job Financial Services Professional
Industry Financial Services
Experience
Principal Financial Group March 2009 - March 2012
Principal Financial Group March 2005 - March 2009
Skills
Analysis, Quality Assurance, Problem Solving, Reporting and Analysis, Medical and Vision..., Medical Terminology, Medical Records, Medical Coding, Health Insurance, Leadership, Team Building, Insurance
Education
University of Northern Iowa 1996 — 2000
Bachelor of Arts (BA), Science/ Health Promotion
Principal Financial Group March 2009 - March 2012
Principal Financial Group March 2005 - March 2009
Skills
Analysis, Quality Assurance, Problem Solving, Reporting and Analysis, Medical and Vision..., Medical Terminology, Medical Records, Medical Coding, Health Insurance, Leadership, Team Building, Insurance
Education
University of Northern Iowa 1996 — 2000
Bachelor of Arts (BA), Science/ Health Promotion
Patrick Wilder Patrick Wilder's Principal Financial Group Experience June 2010 - January 2011
Job Field Benefit Leader Allstate BenefitsWest Texas Region
Industry Insurance
Experience
Allstate Benefits December 2013 - Present
United States Soccer Federation June 1983 - Present
Independent Health October 2012 - November 2013
CONEXIS HR June 2011 - October 2012
Principal Financial Group June 2010 - January 2011
John Alden Life 1983 - 1993
Skills
USSF State Soccer..., TWOA State Wrestling..., Avid Golfer 10-handicap, Health Insurance, Disability Insurance, Insurance, Employee Benefits, Life Insurance, Long-term Care, Term Life Insurance, Fixed Annuities, Health Savings Accounts, Retirement, Brokers, 401k, Cafeteria Plans, Sales, Series 63, Medicare, Retirement Planning, Underwriting, Small Business, General Insurance, Financial Services, COBRA, Pensions, Voluntary Employee..., Universal Life, Health Care Reform, Dentistry, Whole Life, Long Term Care Insurance, Critical Illness, Claim, Health Policy, IRAs, Wealth, Umbrella Insurance, Managed Care, Marketing, Insurance Brokerage, Group Insurance, Property & Casualty..., Liability, Mutual Funds, Estate Planning, Commercial Insurance, Financial Planners, Financial Planning
Education
University of North Texas 1974 — 1977
Bachelor of Science Phys. Ed. and Biology, Secondary Education
Thomas Jefferson High School-Dallas 1971 graduate 1967 — 1971
Allstate Benefits December 2013 - Present
United States Soccer Federation June 1983 - Present
Independent Health October 2012 - November 2013
CONEXIS HR June 2011 - October 2012
Principal Financial Group June 2010 - January 2011
John Alden Life 1983 - 1993
Skills
USSF State Soccer..., TWOA State Wrestling..., Avid Golfer 10-handicap, Health Insurance, Disability Insurance, Insurance, Employee Benefits, Life Insurance, Long-term Care, Term Life Insurance, Fixed Annuities, Health Savings Accounts, Retirement, Brokers, 401k, Cafeteria Plans, Sales, Series 63, Medicare, Retirement Planning, Underwriting, Small Business, General Insurance, Financial Services, COBRA, Pensions, Voluntary Employee..., Universal Life, Health Care Reform, Dentistry, Whole Life, Long Term Care Insurance, Critical Illness, Claim, Health Policy, IRAs, Wealth, Umbrella Insurance, Managed Care, Marketing, Insurance Brokerage, Group Insurance, Property & Casualty..., Liability, Mutual Funds, Estate Planning, Commercial Insurance, Financial Planners, Financial Planning
Education
University of North Texas 1974 — 1977
Bachelor of Science Phys. Ed. and Biology, Secondary Education
Thomas Jefferson High School-Dallas 1971 graduate 1967 — 1971
Doug Jepsen Doug Jepsen's Principal Financial Group Experience 2004 - 2007
Job Regional Owner, Live 2 B Healthy Senior Fitness
Industry Health, Wellness and Fitness
Experience
Live 2 B Healthy Senior Fitness March 2012 - Present
ARAG North America February 2007 - February 2012
Principal Financial Group 2004 - 2007
Skills
Customer Relations, Customer Service, Strategic Leadership, Coaching, Public Speaking, Strategic Planning, Team Building, Account Management, Marketing Strategy, Training, Organizational..., Contract Negotiation, Sales, CRM, Change Management, Marketing, Fitness Consulting, Recruiting, Management, Entrepreneurship, Customer Satisfaction, Negotiation, Business Development, Leadership, Team Leadership
Education
University of Northern Iowa 1986 — 1988
Bachelor of Arts (B.A.), Marketing/Marketing Management, General
Live 2 B Healthy Senior Fitness March 2012 - Present
ARAG North America February 2007 - February 2012
Principal Financial Group 2004 - 2007
Skills
Customer Relations, Customer Service, Strategic Leadership, Coaching, Public Speaking, Strategic Planning, Team Building, Account Management, Marketing Strategy, Training, Organizational..., Contract Negotiation, Sales, CRM, Change Management, Marketing, Fitness Consulting, Recruiting, Management, Entrepreneurship, Customer Satisfaction, Negotiation, Business Development, Leadership, Team Leadership
Education
University of Northern Iowa 1986 — 1988
Bachelor of Arts (B.A.), Marketing/Marketing Management, General
Brad Burnsworth Brad Burnsworth's Principal Financial Group Experience June 2010 - Present
Job Financial Representative at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group June 2010 - Present
Merrill Lynch February 2007 - June 2010
Education
University of North Florida - College of Business Administration
Finance
Principal Financial Group June 2010 - Present
Merrill Lynch February 2007 - June 2010
Education
University of North Florida - College of Business Administration
Finance
Page Smith's Principal Financial Group Experience 2008 - 2010
Job Web Lead and all around part of the team at The Meyocks Group.
Industry Information Technology and Services
Experience
929 Ideas January 2011 - Present
The Meyocks Group September 2010 - Present
Page Smith Design December 2008 - Present
Principal Financial Group 2008 - 2010
Skills
Web Design, Management, Wordpress, Business Development, Marketing Communications, Start-ups, Information Architecture, Web Applications, Art Direction, Advertising, WordPress, Online Marketing, SEO, User Interface Design, Email Marketing, Digital Strategy, Brand Development, Social Media Marketing, E-commerce, Marketing Strategy, Social Media
Education
University of North Carolina at Charlotte - Belk College of Business 2002 — 2006
Bachelors, International Business and Japanese
UX Week
UX Week
929 Ideas January 2011 - Present
The Meyocks Group September 2010 - Present
Page Smith Design December 2008 - Present
Principal Financial Group 2008 - 2010
Skills
Web Design, Management, Wordpress, Business Development, Marketing Communications, Start-ups, Information Architecture, Web Applications, Art Direction, Advertising, WordPress, Online Marketing, SEO, User Interface Design, Email Marketing, Digital Strategy, Brand Development, Social Media Marketing, E-commerce, Marketing Strategy, Social Media
Education
University of North Carolina at Charlotte - Belk College of Business 2002 — 2006
Bachelors, International Business and Japanese
UX Week
UX Week
Cory Newman Cory Newman's Principal Financial Group Experience September 1994 - April 1997
Job Vice President, Manager of Benefits and Compensation at Torchmark Corporation
Industry Insurance
Experience
Torchmark Corporation December 2007 - Present
United American Insurance Company April 1997 - December 2007
Torchmark Corporation April 1997 - May 2001
Principal Financial Group September 1994 - April 1997
Citibank February 1993 - September 1994
Campbell Taggart May 1990 - February 1993
Deloitte & Touche September 1988 - May 1990
Skills
Insurance, Employee Benefits, Team Building, Auditing, Health Insurance, Training, Disability Insurance, Strategic Planning, Process Improvement, Life Insurance, Medicare, Term Life Insurance, Fixed Annuities, Account Management, Leadership, Benefits Administration, Underwriting, Customer Service, Sales, Risk Management, Long-term Care, Retirement Planning
Education
University of Northern Iowa 1984 — 1990
Bachelor of Arts (B.A.), Accounting
Torchmark Corporation December 2007 - Present
United American Insurance Company April 1997 - December 2007
Torchmark Corporation April 1997 - May 2001
Principal Financial Group September 1994 - April 1997
Citibank February 1993 - September 1994
Campbell Taggart May 1990 - February 1993
Deloitte & Touche September 1988 - May 1990
Skills
Insurance, Employee Benefits, Team Building, Auditing, Health Insurance, Training, Disability Insurance, Strategic Planning, Process Improvement, Life Insurance, Medicare, Term Life Insurance, Fixed Annuities, Account Management, Leadership, Benefits Administration, Underwriting, Customer Service, Sales, Risk Management, Long-term Care, Retirement Planning
Education
University of Northern Iowa 1984 — 1990
Bachelor of Arts (B.A.), Accounting
Phil Meyer Phil Meyer's Principal Financial Group Experience January 2012 - May 2012
Job Private Capital Consultant at Inland Securities Corporation
Industry Real Estate
Experience
Inland Securities Corporation November 2014 - Present
Inland Private Capital Corporation October 2012 - November 2014
Principal Financial Group January 2012 - May 2012
Principal Financial Group May 2011 - December 2011
Skills
Asset Management, Real Estate, Real Estate Acquisitions, Valuation, Underwriting, Loans, Research, Microsoft Office, Excel, Argus Valuation Software, Portfolio Management, Financial Forecasting, Financial Analysis, Commercial Mortgages, Securities, Investments, Series 7, Series 63, Private Placements
Education
University of Northern Iowa 2006 — 2011
Bachelor's Degree, Real Estate and Finance
Inland Securities Corporation November 2014 - Present
Inland Private Capital Corporation October 2012 - November 2014
Principal Financial Group January 2012 - May 2012
Principal Financial Group May 2011 - December 2011
Skills
Asset Management, Real Estate, Real Estate Acquisitions, Valuation, Underwriting, Loans, Research, Microsoft Office, Excel, Argus Valuation Software, Portfolio Management, Financial Forecasting, Financial Analysis, Commercial Mortgages, Securities, Investments, Series 7, Series 63, Private Placements
Education
University of Northern Iowa 2006 — 2011
Bachelor's Degree, Real Estate and Finance
Taylor Strong's Principal Financial Group Experience November 2011 - February 2012
Job Assistant at Rockgate Financial
Industry Financial Services
Experience
Rockgate Financial February 2012 - Present
Principal Financial Group November 2011 - February 2012
Sams October 2007 - November 2011
Skills
Outlook, Insurance, Microsoft Excel, PowerPoint, Mutual Funds, Microsoft Office, Event Planning, Microsoft Word, Customer Service, Social Media, Administrative..., Data Analysis, Research, Analysis, Access, Public Speaking, Nonprofits, Financial Analysis, Marketing Communications, customer relationship, Financial Applications, CRM, Marketing, Sales, Training, Social Networking, Fundraising, Public Relations, Team Leadership, Project Planning, Strategic Planning, Team Building
Education
University of North Texas 2006 — 2011
Bachelors of Arts and Sciences, Political Science
Rockgate Financial February 2012 - Present
Principal Financial Group November 2011 - February 2012
Sams October 2007 - November 2011
Skills
Outlook, Insurance, Microsoft Excel, PowerPoint, Mutual Funds, Microsoft Office, Event Planning, Microsoft Word, Customer Service, Social Media, Administrative..., Data Analysis, Research, Analysis, Access, Public Speaking, Nonprofits, Financial Analysis, Marketing Communications, customer relationship, Financial Applications, CRM, Marketing, Sales, Training, Social Networking, Fundraising, Public Relations, Team Leadership, Project Planning, Strategic Planning, Team Building
Education
University of North Texas 2006 — 2011
Bachelors of Arts and Sciences, Political Science
Kristen Mitchell's Principal Financial Group Experience May 2015 - Present
Job Sr. Financial Representative & Princor Registered Representative
Industry Financial Services
Experience
Principal Financial Group May 2015 - Present
Western & Southern Life July 2012 - May 2015
Western & Southern Life April 2009 - July 2012
Fred Anderson Toyota April 2005 - April 2009
K. Mitchell Productions October 2001 - March 2005
Education
North Carolina State University 1997 — 2001
Bachelor of Arts, Communications
University of North Carolina at Wilmington 1996 — 1997
Women's Soccer
Saint Mary's HS 1993 — 1996
Soccer Scholarship
Principal Financial Group May 2015 - Present
Western & Southern Life July 2012 - May 2015
Western & Southern Life April 2009 - July 2012
Fred Anderson Toyota April 2005 - April 2009
K. Mitchell Productions October 2001 - March 2005
Education
North Carolina State University 1997 — 2001
Bachelor of Arts, Communications
University of North Carolina at Wilmington 1996 — 1997
Women's Soccer
Saint Mary's HS 1993 — 1996
Soccer Scholarship
Amy Eastman's Principal Financial Group Experience April 2007 - September 2008
Job Human Resources Manager at Viking Pump
Industry Chemicals
Experience
Viking Pump August 2014 - Present
Viking Pump August 2012 - August 2014
Rockwell Collins October 2011 - August 2012
Sanctus Learning Solutions, LLC October 2010 - August 2012
University of Phoenix January 2008 - March 2011
Rockwell Collins September 2008 - October 2010
Principal Financial Group April 2007 - September 2008
Principal Financial Group May 2006 - April 2007
Volt August 2004 - May 2006
Volt April 2004 - August 2004
Skills
Instructional Design, Training Facilitation, Project Management, Leadership, Lean Process Improvement, Adult Learning..., Cross Functional..., Needs Analysis, Evaluation, E-Learning, Interviewing Subject..., Outstanding..., Business Writing, Diversity & Inclusion, Work Life Balance, Working Remotely, Workshop Facilitation, Adult Learning Theory, Training, Organizational..., Instructor-led Training, Program Management, Lean Manufacturing, Employee Training, Workforce Planning, Staff Development, Performance Improvement, Succession Planning, Management, Process Improvement
Education
University of Northern Iowa 1999 — 2002
MA, Communications and Training Technology
University of Northern Iowa 1992 — 1996
BA, Communication Studies
Viking Pump August 2014 - Present
Viking Pump August 2012 - August 2014
Rockwell Collins October 2011 - August 2012
Sanctus Learning Solutions, LLC October 2010 - August 2012
University of Phoenix January 2008 - March 2011
Rockwell Collins September 2008 - October 2010
Principal Financial Group April 2007 - September 2008
Principal Financial Group May 2006 - April 2007
Volt August 2004 - May 2006
Volt April 2004 - August 2004
Skills
Instructional Design, Training Facilitation, Project Management, Leadership, Lean Process Improvement, Adult Learning..., Cross Functional..., Needs Analysis, Evaluation, E-Learning, Interviewing Subject..., Outstanding..., Business Writing, Diversity & Inclusion, Work Life Balance, Working Remotely, Workshop Facilitation, Adult Learning Theory, Training, Organizational..., Instructor-led Training, Program Management, Lean Manufacturing, Employee Training, Workforce Planning, Staff Development, Performance Improvement, Succession Planning, Management, Process Improvement
Education
University of Northern Iowa 1999 — 2002
MA, Communications and Training Technology
University of Northern Iowa 1992 — 1996
BA, Communication Studies
Drew Buhrow's Principal Financial Group Experience March 2015 - Present
Job Director IT at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group March 2015 - Present
Principal Financial Group March 2007 - Present
Principal Financial Group December 2004 - March 2007
Principal Financial Group March 2004 - December 2004
Principal Financial Group December 2000 - March 2004
Principal Financial Group May 1999 - December 2000
Skills
SharePoint, Budgeting, Leadership Development, Blackberry, Fax, Strategic Planning, Java, .NET, Operations Management, Process Improvement, Team Building, Change Management, Disaster Recovery, Team Leadership, Vendor Management, Application Development
Education
University of Northern Iowa 1995 — 1999
BA, BA Computer Science, Minor - Physics
Principal Financial Group March 2015 - Present
Principal Financial Group March 2007 - Present
Principal Financial Group December 2004 - March 2007
Principal Financial Group March 2004 - December 2004
Principal Financial Group December 2000 - March 2004
Principal Financial Group May 1999 - December 2000
Skills
SharePoint, Budgeting, Leadership Development, Blackberry, Fax, Strategic Planning, Java, .NET, Operations Management, Process Improvement, Team Building, Change Management, Disaster Recovery, Team Leadership, Vendor Management, Application Development
Education
University of Northern Iowa 1995 — 1999
BA, BA Computer Science, Minor - Physics
LuRae (Crawford) DeWulf LuRae (Crawford) DeWulf's Principal Financial Group Experience 2001 - 2003
Job
Industry Information Technology and Services
Experience
State of Iowa - Judicial Branch September 2015 - Present
Aurea, Inc. November 2014 - May 2015
Visiont December 2013 - September 2014
Holmes Murphy & Associates April 2012 - March 2013
Continental Western Group 2003 - April 2012
Principal Financial Group 2001 - 2003
State of Iowa January 2001 - January 2001
GuideOne Insurance 2000 - 2001
State of Iowa 2000 - 2000
i-wireless 1999 - 2000
Skills
Human Performance, Information Mapping, System Performance, Instructional Design, SnagIt, ADDIE, Blended Learning, Instructor-led Training, Adult Education, Performance Consulting, Distance Learning, Training Delivery, Leadership Development, Coaching, Performance Management, Curriculum Design, Technical Training, Insurance, Classroom Instruction, E-learning, Organizational..., Learning Management, Needs Analysis, Employee Engagement, Staff Development, Change Management, Team Building, Public Speaking, Process Improvement, Talent Management, Performance Improvement, Customer Service, Management Development, Career Development, Talent Development, Vendor Management, Organizational Change, Team Management, Team Leadership, Leadership, Succession Planning, Organizational..., Workshop Facilitation, MBTI, Organizational Learning, Training, E-Learning
Education
University of Northern Iowa 1977 — 1981
BME
Durant Community High School 1974 — 1977
State of Iowa - Judicial Branch September 2015 - Present
Aurea, Inc. November 2014 - May 2015
Visiont December 2013 - September 2014
Holmes Murphy & Associates April 2012 - March 2013
Continental Western Group 2003 - April 2012
Principal Financial Group 2001 - 2003
State of Iowa January 2001 - January 2001
GuideOne Insurance 2000 - 2001
State of Iowa 2000 - 2000
i-wireless 1999 - 2000
Skills
Human Performance, Information Mapping, System Performance, Instructional Design, SnagIt, ADDIE, Blended Learning, Instructor-led Training, Adult Education, Performance Consulting, Distance Learning, Training Delivery, Leadership Development, Coaching, Performance Management, Curriculum Design, Technical Training, Insurance, Classroom Instruction, E-learning, Organizational..., Learning Management, Needs Analysis, Employee Engagement, Staff Development, Change Management, Team Building, Public Speaking, Process Improvement, Talent Management, Performance Improvement, Customer Service, Management Development, Career Development, Talent Development, Vendor Management, Organizational Change, Team Management, Team Leadership, Leadership, Succession Planning, Organizational..., Workshop Facilitation, MBTI, Organizational Learning, Training, E-Learning
Education
University of Northern Iowa 1977 — 1981
BME
Durant Community High School 1974 — 1977
Laura Formanek Laura Formanek's Principal Financial Group Experience May 2015 - August 2015
Job Student Systems Analyst at University of Northern Iowa
Industry Higher Education
Experience
University of Northern Iowa - Office of Institutional Research & Effectiveness May 2014 - Present
University of Northern Iowa August 2012 - Present
Principal Financial Group May 2015 - August 2015
University of Northern Iowa Department of Residence January 2014 - December 2014
University of Northern Iowa Catering September 2012 - June 2014
University of Northern Iowa Graduate College April 2013 - May 2014
Skills
Teamwork, Social Media, ColdFusion, SQL, PHP, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, HTML, MySQL, Google Analytics, Research, Photoshop, Drupal, Public Speaking, InDesign, Customer Service, Oracle Business..., Visual Basic, Website Development, Content Auditing, C#, .NET, Kanban, Agile Methodologies, Troubleshooting, CSS, Bootstrap
Education
University of Northern Iowa 2012 — 2016
Bachelor's Degree, Management of Information Systems & Supply Chain Management
University of Northern Iowa - Office of Institutional Research & Effectiveness May 2014 - Present
University of Northern Iowa August 2012 - Present
Principal Financial Group May 2015 - August 2015
University of Northern Iowa Department of Residence January 2014 - December 2014
University of Northern Iowa Catering September 2012 - June 2014
University of Northern Iowa Graduate College April 2013 - May 2014
Skills
Teamwork, Social Media, ColdFusion, SQL, PHP, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, HTML, MySQL, Google Analytics, Research, Photoshop, Drupal, Public Speaking, InDesign, Customer Service, Oracle Business..., Visual Basic, Website Development, Content Auditing, C#, .NET, Kanban, Agile Methodologies, Troubleshooting, CSS, Bootstrap
Education
University of Northern Iowa 2012 — 2016
Bachelor's Degree, Management of Information Systems & Supply Chain Management
Dawn Prince-Cohee Dawn Prince-Cohee's Principal Financial Group Experience September 2011 - December 2011
Job Assistant Vice President & Project Manager at Deutsche Bank
Industry Information Technology and Services
Experience
Deutsche Bank June 2013 - Present
Cisco Systems January 2012 - May 2013
Principal Financial Group September 2011 - December 2011
AT&T July 2010 - September 2011
Prism Consulting March 2009 - August 2010
SouthLight April 2009 - November 2009
Fidelity Investments October 2007 - February 2009
Peopleclick (now Peoplefluent) September 2006 - October 2007
Vurv (now Taleo) 2006 - 2006
Recruitmax 2006 - 2006
Skills
Government, Editing, Vendor Management, SDLC, Project Management, Business Process..., Business Analysis, Human Resources, Cross-functional Team..., Software Development, Requirements Analysis, Databases, Software Documentation, Business Intelligence, Agile Methodologies, CRM, Software Project...
Education
University of North Carolina at Chapel Hill 1993 — 1997
BA, Journalism/Women's Studies
East Wake High School 1989 — 1993
Diploma, High School
Ligon Middle School 1986 — 1989
N/A, General Studies
Deutsche Bank June 2013 - Present
Cisco Systems January 2012 - May 2013
Principal Financial Group September 2011 - December 2011
AT&T July 2010 - September 2011
Prism Consulting March 2009 - August 2010
SouthLight April 2009 - November 2009
Fidelity Investments October 2007 - February 2009
Peopleclick (now Peoplefluent) September 2006 - October 2007
Vurv (now Taleo) 2006 - 2006
Recruitmax 2006 - 2006
Skills
Government, Editing, Vendor Management, SDLC, Project Management, Business Process..., Business Analysis, Human Resources, Cross-functional Team..., Software Development, Requirements Analysis, Databases, Software Documentation, Business Intelligence, Agile Methodologies, CRM, Software Project...
Education
University of North Carolina at Chapel Hill 1993 — 1997
BA, Journalism/Women's Studies
East Wake High School 1989 — 1993
Diploma, High School
Ligon Middle School 1986 — 1989
N/A, General Studies
Greg Gianfortone Greg Gianfortone's Principal Financial Group Experience November 2011 - June 2013
Job Investment Counselor at Fisher Investments
Industry Financial Services
Experience
Fisher Investments January 2015 - Present
PNC June 2013 - December 2014
Principal Financial Group November 2011 - June 2013
Edward Jones June 2009 - November 2011
First Citizens Bank May 2008 - September 2008
Education
University of North Carolina at Wilmington 2005 — 2009
Business Administration, Finance
Fisher Investments January 2015 - Present
PNC June 2013 - December 2014
Principal Financial Group November 2011 - June 2013
Edward Jones June 2009 - November 2011
First Citizens Bank May 2008 - September 2008
Education
University of North Carolina at Wilmington 2005 — 2009
Business Administration, Finance
Vinh Tran Vinh Tran's Principal Financial Group Experience September 2013 - February 2015
Job Regional 401(k) Sales Director at Lincoln Financial Distributors
Industry Financial Services
Experience
Lincoln Financial Distributors February 2015 - Present
Principal Financial Group September 2013 - February 2015
John Hancock Retirement Services March 2008 - August 2013
Charlotte Mecklenburg Police Department August 2005 - March 2008
RPM Exotics 2005 - 2005
Skills
Series 63, 401k, Retirement, Wholesaling, FINRA Series 6, Inside Sales, Retirement Planning, Retirement Plan..., Defined Benefit, Plan Design, Computer Forensics, Marketing Strategy, Series 6, Business Planning, Series 7, CRPS
Education
College of Financial Planning 2009 — 2010
Chartered Retirement Plans Specialist
University of North Carolina at Chapel Hill 2000 — 2004
BA, Economics, Management
Lincoln Financial Distributors February 2015 - Present
Principal Financial Group September 2013 - February 2015
John Hancock Retirement Services March 2008 - August 2013
Charlotte Mecklenburg Police Department August 2005 - March 2008
RPM Exotics 2005 - 2005
Skills
Series 63, 401k, Retirement, Wholesaling, FINRA Series 6, Inside Sales, Retirement Planning, Retirement Plan..., Defined Benefit, Plan Design, Computer Forensics, Marketing Strategy, Series 6, Business Planning, Series 7, CRPS
Education
College of Financial Planning 2009 — 2010
Chartered Retirement Plans Specialist
University of North Carolina at Chapel Hill 2000 — 2004
BA, Economics, Management
Leslie West Leslie West's Principal Financial Group Experience 2008 - 2012
Job Director Client Services at The Keystone Financial Alliance
Industry Financial Services
Experience
The Keystone Financial Alliance July 2015 - Present
Advocacy Wealth Management, LLC April 2012 - July 2015
Principal Financial Group 2008 - 2012
Renaissance Bank Advisors, LLC (National Financial Partners) 2007 - 2008
CBIZ January 2006 - July 2007
CBIZ Benmark, Inc. 1998 - 2006
Skills
Insurance, Employee Benefits, Health Insurance, Sales, Medicare, Customer Service, Disability Insurance, Account Management, Managed Care, Strategy, Leadership, People Skills, Management, Business Development, Healthcare, Life Insurance, Underwriting
Education
University of Phoenix 2003 — 2005
Business Management
University of North Carolina at Greensboro 1980 — 1982
Business
High Point Central High School
The Keystone Financial Alliance July 2015 - Present
Advocacy Wealth Management, LLC April 2012 - July 2015
Principal Financial Group 2008 - 2012
Renaissance Bank Advisors, LLC (National Financial Partners) 2007 - 2008
CBIZ January 2006 - July 2007
CBIZ Benmark, Inc. 1998 - 2006
Skills
Insurance, Employee Benefits, Health Insurance, Sales, Medicare, Customer Service, Disability Insurance, Account Management, Managed Care, Strategy, Leadership, People Skills, Management, Business Development, Healthcare, Life Insurance, Underwriting
Education
University of Phoenix 2003 — 2005
Business Management
University of North Carolina at Greensboro 1980 — 1982
Business
High Point Central High School
Suzanne Hale Suzanne Hale's Principal Financial Group Experience 2007 - 2008
Job Commercial Real Estate design, finance and development services.
Industry Commercial Real Estate
Experience
Hale & Associates, Inc. March 2008 - Present
Minerva Consulting, LLC September 2009 - July 2010
CREW 1982 - 2010
Lee Hecht Harrison March 2008 - November 2008
Principal Financial Group 2007 - 2008
The Harvest Companies 2001 - 2007
AirTouch/Verizon Wireless 1995 - 2001
PNC Financial Services Group February 1987 - July 1992
Skills
Loan Servicing, Business Analysis, Alternative Investments, Cash Flow, Commercial Lending, Real Estate, Commercial Real Estate, Corporate Real Estate, Negotiation, Loans, Underwriting, Mortgage Lending, Leases, Finance, Portfolio Management, Foreclosures, Commercial Mortgages, Contract Negotiation, Investment Properties, Loan Origination, Property, Brokerage, Disposition
Education
Largo High School, Largo, FL
University of North Carolina at Charlotte - Belk College of Business
BA, Business Administration
Hale & Associates, Inc. March 2008 - Present
Minerva Consulting, LLC September 2009 - July 2010
CREW 1982 - 2010
Lee Hecht Harrison March 2008 - November 2008
Principal Financial Group 2007 - 2008
The Harvest Companies 2001 - 2007
AirTouch/Verizon Wireless 1995 - 2001
PNC Financial Services Group February 1987 - July 1992
Skills
Loan Servicing, Business Analysis, Alternative Investments, Cash Flow, Commercial Lending, Real Estate, Commercial Real Estate, Corporate Real Estate, Negotiation, Loans, Underwriting, Mortgage Lending, Leases, Finance, Portfolio Management, Foreclosures, Commercial Mortgages, Contract Negotiation, Investment Properties, Loan Origination, Property, Brokerage, Disposition
Education
Largo High School, Largo, FL
University of North Carolina at Charlotte - Belk College of Business
BA, Business Administration
Ann Rohret Ann Rohret's Principal Financial Group Experience October 2012 - Present
Job Administrative Assistant III at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group October 2012 - Present
Iowa Association of Homes & Services for the Aging March 2009 - October 2012
Principal Financial Group October 2007 - December 2008
OSDI March 2005 - September 2007
Walgreens November 1997 - March 2005
Office of Marketing and Public Relations, University of Northern Iowa August 2003 - May 2004
Education
University of Northern Iowa 2000 — 2004
Bachelor of Arts, Art Studio, emphasis in Graphic Design
Linn-Mar High School 1996 — 2000
High School Diploma, General
Principal Financial Group October 2012 - Present
Iowa Association of Homes & Services for the Aging March 2009 - October 2012
Principal Financial Group October 2007 - December 2008
OSDI March 2005 - September 2007
Walgreens November 1997 - March 2005
Office of Marketing and Public Relations, University of Northern Iowa August 2003 - May 2004
Education
University of Northern Iowa 2000 — 2004
Bachelor of Arts, Art Studio, emphasis in Graphic Design
Linn-Mar High School 1996 — 2000
High School Diploma, General
Jon Ferchen Jon Ferchen's Principal Financial Group Experience February 2005 - Present
Job Comm. Mgr. at The Principal | Social Media Guy | Speaker | Blogger | UNI Alum | Lifelong Hawkeye Fan | Advocare Rep
Industry Financial Services
Experience
Principal Financial Group February 2005 - Present
Iowa Health - Des Moines February 2003 - January 2005
Wells Fargo Home Mortgage March 1997 - February 2003
Strategic America April 1994 - March 1997
Skills
Social Media Marketing, Strategic Communications, Media Relations, Twitter, Corporate Communications, Blogging, Social Media, Marketing Communications, Public Relations, Internal Communications, Crisis Communications, Strategy, Newsletters, Content Management, Marketing, Web Content Management, Strategic Planning, Integrated Marketing, Digital Marketing, Web Content
Education
University of Northern Iowa 1988 — 1993
Bachelor of Arts (B.A.), Public Relations/Image Management
Principal Financial Group February 2005 - Present
Iowa Health - Des Moines February 2003 - January 2005
Wells Fargo Home Mortgage March 1997 - February 2003
Strategic America April 1994 - March 1997
Skills
Social Media Marketing, Strategic Communications, Media Relations, Twitter, Corporate Communications, Blogging, Social Media, Marketing Communications, Public Relations, Internal Communications, Crisis Communications, Strategy, Newsletters, Content Management, Marketing, Web Content Management, Strategic Planning, Integrated Marketing, Digital Marketing, Web Content
Education
University of Northern Iowa 1988 — 1993
Bachelor of Arts (B.A.), Public Relations/Image Management
Denise McWilliams Denise McWilliams's Principal Financial Group Experience September 1997 - January 2006
Job Account Director at Meritain Health
Industry Health, Wellness and Fitness
Experience
Meritain Health July 2015 - Present
Welcomemat Services April 2014 - Present
Wellmark Blue Cross Blue Shield January 2006 - January 2014
Wellmark January 2006 - January 2014
Principal Financial Group September 1997 - January 2006
Skills
New Business Development, Insurance, Health Insurance, Strategic Planning, Process Improvement, Sales, Healthcare, Leadership, Employee Benefits, Management, Account Management, Pricing, Customer Retention, Sales Management, Coaching, Marketing, Business Strategy
Education
University of Northern Iowa 1975 — 1979
Bachelor of Arts (B.A.), Family and Consumer Sciences/Human Sciences
University of Northern Iowa 1975 — 1979
Bachelor's degree, Business Family and Consumer Sciences/Human Sciences
Meritain Health July 2015 - Present
Welcomemat Services April 2014 - Present
Wellmark Blue Cross Blue Shield January 2006 - January 2014
Wellmark January 2006 - January 2014
Principal Financial Group September 1997 - January 2006
Skills
New Business Development, Insurance, Health Insurance, Strategic Planning, Process Improvement, Sales, Healthcare, Leadership, Employee Benefits, Management, Account Management, Pricing, Customer Retention, Sales Management, Coaching, Marketing, Business Strategy
Education
University of Northern Iowa 1975 — 1979
Bachelor of Arts (B.A.), Family and Consumer Sciences/Human Sciences
University of Northern Iowa 1975 — 1979
Bachelor's degree, Business Family and Consumer Sciences/Human Sciences
Anne Salick Anne Salick's Principal Financial Group Experience December 2008 - January 2012
Job Financial Planner
Industry Financial Services
Experience
Rockgate Financial Partners February 2012 - Present
Principal Financial Group December 2008 - January 2012
V2R Consulting Services June 2005 - December 2008
Rose Technologies January 2002 - August 2007
Convergys Corp February 2003 - May 2005
Cygent, Inc. - acquired by Convergys Corp. April 2000 - January 2003
Oracle Corp 1996 - 2000
Exxon/Mobil Oil Corporation, Inc. May 1982 - April 1996
Skills
Retirement Planning, Investments, Strategy, Insurance, Retirement, Strategic Financial..., Financial Services, Small Business, Strategic Planning, Finance, New Business Development, Sales, Financial Advisory, Asset Management, Management, Disability Insurance, Team Building, Risk Management, Employee Benefits, Leadership, Asset Allocation, Financial Analysis, Portfolio Management, Securities, Business Strategy, Program Management, Forecasting, Mutual Funds, 401k, Wealth Management, Life Insurance, Fixed Annuities, Financial Planning, Investment Advisory, Business Planning, Management Consulting, Succession Planning, Financial Goals, SaaS, Lead Generation, Business Intelligence, Estate Planning, Consulting, Exit Strategies, Asset Managment, Series 63, Series 7, Buy-Sell Agreements, Business Continuity -..., Compliance
Education
University of North Texas 1985 — 1987
MBA
University of North Texas
BBA
Rockgate Financial Partners February 2012 - Present
Principal Financial Group December 2008 - January 2012
V2R Consulting Services June 2005 - December 2008
Rose Technologies January 2002 - August 2007
Convergys Corp February 2003 - May 2005
Cygent, Inc. - acquired by Convergys Corp. April 2000 - January 2003
Oracle Corp 1996 - 2000
Exxon/Mobil Oil Corporation, Inc. May 1982 - April 1996
Skills
Retirement Planning, Investments, Strategy, Insurance, Retirement, Strategic Financial..., Financial Services, Small Business, Strategic Planning, Finance, New Business Development, Sales, Financial Advisory, Asset Management, Management, Disability Insurance, Team Building, Risk Management, Employee Benefits, Leadership, Asset Allocation, Financial Analysis, Portfolio Management, Securities, Business Strategy, Program Management, Forecasting, Mutual Funds, 401k, Wealth Management, Life Insurance, Fixed Annuities, Financial Planning, Investment Advisory, Business Planning, Management Consulting, Succession Planning, Financial Goals, SaaS, Lead Generation, Business Intelligence, Estate Planning, Consulting, Exit Strategies, Asset Managment, Series 63, Series 7, Buy-Sell Agreements, Business Continuity -..., Compliance
Education
University of North Texas 1985 — 1987
MBA
University of North Texas
BBA
Ryan Creighton Ryan Creighton's Principal Financial Group Experience July 2012 - August 2012
Job Associate, Institutional Sales at Dakota Funds Group
Industry Financial Services
Experience
Dakota Funds Group September 2014 - Present
University of North Carolina at Chapel Hill August 2010 - June 2014
Dakota Funds Group June 2013 - August 2013
Principal Financial Group July 2012 - August 2012
Tar Heel Lacrosse Camps, LLC June 2011 - August 2012
Key Advisors July 2011 - August 2011
Skills
Athletics, Public Speaking, Teamwork, Lacrosse, Coaching, Sports, Sports Marketing, Fundraising, Facebook, Time Management, Social Networking
Education
University of North Carolina at Chapel Hill 2010 — 2014
BSBA - General
Malvern Preparatory School 2005 — 2010
Dakota Funds Group September 2014 - Present
University of North Carolina at Chapel Hill August 2010 - June 2014
Dakota Funds Group June 2013 - August 2013
Principal Financial Group July 2012 - August 2012
Tar Heel Lacrosse Camps, LLC June 2011 - August 2012
Key Advisors July 2011 - August 2011
Skills
Athletics, Public Speaking, Teamwork, Lacrosse, Coaching, Sports, Sports Marketing, Fundraising, Facebook, Time Management, Social Networking
Education
University of North Carolina at Chapel Hill 2010 — 2014
BSBA - General
Malvern Preparatory School 2005 — 2010
Phillip Ramsey's Principal Financial Group Experience February 2012 - July 2012
Job Financial Services Advisor at Coleman/Quiner Ltd.
Industry Financial Services
Experience
Coleman/Quiner Ltd. December 2014 - Present
Bearence Management Group July 2012 - December 2014
Principal Financial Group February 2012 - July 2012
Abbott Laboratories January 2008 - February 2012
Target 2005 - 2007
ITAGroup August 2004 - April 2006
Education
University of Northern Iowa 2000 — 2004
Bachelor of Arts (B.A.), Leadership Minor
Ankeny
Coleman/Quiner Ltd. December 2014 - Present
Bearence Management Group July 2012 - December 2014
Principal Financial Group February 2012 - July 2012
Abbott Laboratories January 2008 - February 2012
Target 2005 - 2007
ITAGroup August 2004 - April 2006
Education
University of Northern Iowa 2000 — 2004
Bachelor of Arts (B.A.), Leadership Minor
Ankeny
Terri O'Halloran Terri O'Halloran's Principal Financial Group Experience 1991 - 1996
Job VPClient Development at Integrity Solutions LLC
Industry Professional Training & Coaching
Experience
Integrity Solutions December 1996 - Present
Principal Financial Group 1991 - 1996
Skills
Coaching, Change Management, Team Building, Consultative Selling, Leadership Development, Mentoring, Problem Solving, Management Consulting, Talent Management, Public Speaking, Leadership, Organizational..., Selling, Employee Engagement, Customer Service, Recruiting, Training, Sales Management, Executive Coaching, Strategic Planning, Account Management, Management, Business Planning, Business Coaching, Employee Training, Team Leadership, Performance Management, Selling Skills, New Business Development, Customer Retention, Customer Satisfaction, Business Development, Business Strategy, Executive Management, Sales Process, Strategy, Entrepreneurship, Succession Planning, Enterprise Software, Cross-functional Team..., Lead Generation, Start-ups, Customer Experience, B2B, Strategic Partnerships, Operations Management, Marketing Strategy, Salesforce.com, Time Management, Executive Development
Education
University of Northern Iowa
Integrity Solutions December 1996 - Present
Principal Financial Group 1991 - 1996
Skills
Coaching, Change Management, Team Building, Consultative Selling, Leadership Development, Mentoring, Problem Solving, Management Consulting, Talent Management, Public Speaking, Leadership, Organizational..., Selling, Employee Engagement, Customer Service, Recruiting, Training, Sales Management, Executive Coaching, Strategic Planning, Account Management, Management, Business Planning, Business Coaching, Employee Training, Team Leadership, Performance Management, Selling Skills, New Business Development, Customer Retention, Customer Satisfaction, Business Development, Business Strategy, Executive Management, Sales Process, Strategy, Entrepreneurship, Succession Planning, Enterprise Software, Cross-functional Team..., Lead Generation, Start-ups, Customer Experience, B2B, Strategic Partnerships, Operations Management, Marketing Strategy, Salesforce.com, Time Management, Executive Development
Education
University of Northern Iowa
Rachel Olson Rachel Olson's Principal Financial Group Experience May 2014 - May 2015
Job Human Resource Professional
Industry Human Resources
Experience
Merit Resources May 2015 - Present
Principal Financial Group May 2014 - May 2015
Tony's Trattoria, LLC January 2014 - May 2014
Iowa Food Bank Association September 2013 - December 2013
Fareway Stores, Inc. November 2009 - August 2013
Piazza Dining Center - University of Northern Iowa January 2012 - May 2013
Skills
Social Media Marketing, Microsoft Excel, Recruiting, Human Resources, Time Management, Strategic Sourcing, Marketing, Microsoft Word, Social Media, PowerPoint, Outlook, Training, Public Speaking, Customer Service
Education
University of Northern Iowa 2011 — 2015
Bachelor of Business Administration (B.B.A.), Human Resources Management and Services
Merit Resources May 2015 - Present
Principal Financial Group May 2014 - May 2015
Tony's Trattoria, LLC January 2014 - May 2014
Iowa Food Bank Association September 2013 - December 2013
Fareway Stores, Inc. November 2009 - August 2013
Piazza Dining Center - University of Northern Iowa January 2012 - May 2013
Skills
Social Media Marketing, Microsoft Excel, Recruiting, Human Resources, Time Management, Strategic Sourcing, Marketing, Microsoft Word, Social Media, PowerPoint, Outlook, Training, Public Speaking, Customer Service
Education
University of Northern Iowa 2011 — 2015
Bachelor of Business Administration (B.B.A.), Human Resources Management and Services
Kim Coulter Kim Coulter's Principal Financial Group Experience February 1999 - November 2003
Job Communications Specialist, Content Writer for Agriculture and Natural Resources
Industry Public Relations and Communications
Experience
Iowa State University Extension and Outreach January 2015 - Present
Pier 1 Imports September 2014 - Present
Des Moines Area Religious Council May 2012 - March 2014
Presbytery of Des Moines January 2005 - May 2012
Heartland Presbyterian Church August 2007 - January 2008
Westminster Presbyterian Church November 2003 - October 2004
Principal Financial Group February 1999 - November 2003
Kemin Industries 1995 - 1999
Iowa Department of Agriculture and Land Stewardship 1986 - 1989
Iowa Public Television 1984 - 1988
Skills
Adobe Acrobat, PowerPoint, Newsletters, Content Management, Dreamweaver, Microsoft Office, Writing, Social Media, Fundraising, Blogging, Non-profits, Web Design, Graphic Design, Editing, Proofreading, Media Relations, Microsoft Excel, Webinars, Event Management, Nonprofits, Public Relations, Social Networking, Community Outreach, Publications, Volunteer Management, Publishing, Press Releases, Copywriting, Internal Communications, Speech Writing, Crisis Communications, Corporate Communications, Marketing Communications, Strategic Communications, Publicity, Creative Writing, Web Content, Facebook, Community Development, Copy Editing, Research, Public Speaking, Web Content Management, Event Planning, Journalism, AP Style, Adobe Creative Suite, Content Development, Social Media Marketing, Communications Planning
Education
University of Northern Iowa 1980 — 1984
BA, Communications: Broadcast Radio/TV
Gladbrook/Reinbeck High School 1976 — 1980
Iowa State University Extension and Outreach January 2015 - Present
Pier 1 Imports September 2014 - Present
Des Moines Area Religious Council May 2012 - March 2014
Presbytery of Des Moines January 2005 - May 2012
Heartland Presbyterian Church August 2007 - January 2008
Westminster Presbyterian Church November 2003 - October 2004
Principal Financial Group February 1999 - November 2003
Kemin Industries 1995 - 1999
Iowa Department of Agriculture and Land Stewardship 1986 - 1989
Iowa Public Television 1984 - 1988
Skills
Adobe Acrobat, PowerPoint, Newsletters, Content Management, Dreamweaver, Microsoft Office, Writing, Social Media, Fundraising, Blogging, Non-profits, Web Design, Graphic Design, Editing, Proofreading, Media Relations, Microsoft Excel, Webinars, Event Management, Nonprofits, Public Relations, Social Networking, Community Outreach, Publications, Volunteer Management, Publishing, Press Releases, Copywriting, Internal Communications, Speech Writing, Crisis Communications, Corporate Communications, Marketing Communications, Strategic Communications, Publicity, Creative Writing, Web Content, Facebook, Community Development, Copy Editing, Research, Public Speaking, Web Content Management, Event Planning, Journalism, AP Style, Adobe Creative Suite, Content Development, Social Media Marketing, Communications Planning
Education
University of Northern Iowa 1980 — 1984
BA, Communications: Broadcast Radio/TV
Gladbrook/Reinbeck High School 1976 — 1980
Sandra Newsom Sandra Newsom's Principal Financial Group Experience November 1994 - August 2000
Job Controller
Industry Internet
Experience
BirdDogHR November 2011 - Present
Darling International August 2005 - November 2011
Gentry Management Services July 2004 - July 2005
Silicon Plains Technologies May 2003 - July 2004
American Republic Insurance March 2002 - May 2003
State of Iowa August 2000 - November 2001
Principal Financial Group November 1994 - August 2000
EnviroSurgical, Inc. August 1993 - August 1994
Environmental Control Technology Corporation February 1991 - July 1993
Wells Fargo Financial February 1984 - February 1990
Skills
Budgeting, Analysis, Accounting, Employee Benefits, Microsoft Office, Financial Reporting, Financial Analysis, Budgets, Financial Statements, Financial Accounting, Management, Process Improvement, Forecasting, Payroll, Customer Service, Leadership, Cash Flow, Sales, Account Management, Microsoft Excel, Team Building, Account Reconciliation, Auditing, Accounts Payable, Finance, Software Documentation, Business Process, Sarbanes-Oxley Act, Time Management, Human Resources, Insurance, QuickBooks, GAAP, Access, Internal Controls, Managerial Finance, Journal Entries, Accruals, CPA, Strategic Financial...
Education
University of Northern Iowa 1980 — 1982
BA, Accounting
Iowa Central Community College 1979 — 1980
AA, Accounting
BirdDogHR November 2011 - Present
Darling International August 2005 - November 2011
Gentry Management Services July 2004 - July 2005
Silicon Plains Technologies May 2003 - July 2004
American Republic Insurance March 2002 - May 2003
State of Iowa August 2000 - November 2001
Principal Financial Group November 1994 - August 2000
EnviroSurgical, Inc. August 1993 - August 1994
Environmental Control Technology Corporation February 1991 - July 1993
Wells Fargo Financial February 1984 - February 1990
Skills
Budgeting, Analysis, Accounting, Employee Benefits, Microsoft Office, Financial Reporting, Financial Analysis, Budgets, Financial Statements, Financial Accounting, Management, Process Improvement, Forecasting, Payroll, Customer Service, Leadership, Cash Flow, Sales, Account Management, Microsoft Excel, Team Building, Account Reconciliation, Auditing, Accounts Payable, Finance, Software Documentation, Business Process, Sarbanes-Oxley Act, Time Management, Human Resources, Insurance, QuickBooks, GAAP, Access, Internal Controls, Managerial Finance, Journal Entries, Accruals, CPA, Strategic Financial...
Education
University of Northern Iowa 1980 — 1982
BA, Accounting
Iowa Central Community College 1979 — 1980
AA, Accounting
Erin Jandebeur's Principal Financial Group Experience April 2012 - September 2014
Job Marketing Assistant at BSB Design
Industry Marketing and Advertising
Experience
BSB Design September 2014 - Present
Principal Financial Group April 2012 - September 2014
Hubbell Realty Company August 2009 - April 2012
Hubbell Realty Company May 2009 - August 2009
Skills
Advertising, Adobe Creative Suite, Social Media, InDesign, Graphic Design, Microsoft Excel, Dreamweaver, Illustrator, Photoshop, Marketing Research, Marketing, Marketing Communications, Marketing Strategy, Email Marketing, Facebook, Microsoft Office, Direct Mail, Online Advertising, Event Planning, Sales, Social Media Marketing, Web Analytics, Online Marketing, Google Analytics, Brochures, Adobe Acrobat, PowerPoint, Corporate Communications, Graphics, Corporate Branding, Event Management, Newsletters, Leadership
Education
University of Northern Iowa 2005 — 2009
Bachelor of Arts
BSB Design September 2014 - Present
Principal Financial Group April 2012 - September 2014
Hubbell Realty Company August 2009 - April 2012
Hubbell Realty Company May 2009 - August 2009
Skills
Advertising, Adobe Creative Suite, Social Media, InDesign, Graphic Design, Microsoft Excel, Dreamweaver, Illustrator, Photoshop, Marketing Research, Marketing, Marketing Communications, Marketing Strategy, Email Marketing, Facebook, Microsoft Office, Direct Mail, Online Advertising, Event Planning, Sales, Social Media Marketing, Web Analytics, Online Marketing, Google Analytics, Brochures, Adobe Acrobat, PowerPoint, Corporate Communications, Graphics, Corporate Branding, Event Management, Newsletters, Leadership
Education
University of Northern Iowa 2005 — 2009
Bachelor of Arts
Lauren Crawley's Principal Financial Group Experience May 2015 - Present
Job IT Summer Intern at Principal Financial Group
Industry Information Technology and Services
Experience
Principal Financial Group May 2015 - Present
John Deere February 2014 - Present
University of Northern Iowa August 2013 - May 2014
Texas Roadhouse July 2010 - January 2014
Nordstrom Direct May 2013 - July 2013
Skills
Teamwork, Time Management, Access, Microsoft Word, PowerPoint, Microsoft Excel, Event Planning, Management, Customer Service, Public Relations, Social Networking, Sales, HTML, Microsoft Access..., SAP, PHP, SQL, Visual Basic, Tableau, Big Data Analytics
Education
University of Northern Iowa 2012 — 2016
Bachelor of Arts: May 2016, Management Information Systems
Principal Financial Group May 2015 - Present
John Deere February 2014 - Present
University of Northern Iowa August 2013 - May 2014
Texas Roadhouse July 2010 - January 2014
Nordstrom Direct May 2013 - July 2013
Skills
Teamwork, Time Management, Access, Microsoft Word, PowerPoint, Microsoft Excel, Event Planning, Management, Customer Service, Public Relations, Social Networking, Sales, HTML, Microsoft Access..., SAP, PHP, SQL, Visual Basic, Tableau, Big Data Analytics
Education
University of Northern Iowa 2012 — 2016
Bachelor of Arts: May 2016, Management Information Systems
Brent Kramer Brent Kramer's Principal Financial Group Experience January 2007 - December 2008
Job Marketing Representative at Federated Insurance
Industry Insurance
Experience
Federated Insurance October 2009 - Present
Northwestern Mutual Financial Network May 2009 - October 2009
Principal Financial Group January 2007 - December 2008
Principal Financial Group May 2005 - August 2006
Southwestern Company May 2003 - August 2004
Skills
Disability Insurance, Insurance, Fixed Annuities, Sales, Investments, Underwriting, Health Insurance, Cold Calling, Account Management, Life Insurance, Marketing, Loans, Real Estate, Customer Service, Workers Compensation, Outlook, Property & Casualty...
Education
University of Northern Iowa 2002 — 2006
Bachelor of Arts, Finance
Federated Insurance October 2009 - Present
Northwestern Mutual Financial Network May 2009 - October 2009
Principal Financial Group January 2007 - December 2008
Principal Financial Group May 2005 - August 2006
Southwestern Company May 2003 - August 2004
Skills
Disability Insurance, Insurance, Fixed Annuities, Sales, Investments, Underwriting, Health Insurance, Cold Calling, Account Management, Life Insurance, Marketing, Loans, Real Estate, Customer Service, Workers Compensation, Outlook, Property & Casualty...
Education
University of Northern Iowa 2002 — 2006
Bachelor of Arts, Finance
Amela Andelija Amela Andelija's Principal Financial Group Experience June 2013 - Present
Job Leadership Development Program Associate II at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group June 2013 - Present
Community Choice Credit Union May 2010 - June 2013
University of Northern Iowa August 2010 - May 2013
Holmes Murphy & Associates May 2012 - December 2012
Skills
Marketing Communications, Customer Service, Microsoft Office, Salesforce.com, Project Coordination, Leadership
Education
University of Northern Iowa 2010 — 2013
Bachelor's degree, Marketing: Sales Management
Principal Financial Group June 2013 - Present
Community Choice Credit Union May 2010 - June 2013
University of Northern Iowa August 2010 - May 2013
Holmes Murphy & Associates May 2012 - December 2012
Skills
Marketing Communications, Customer Service, Microsoft Office, Salesforce.com, Project Coordination, Leadership
Education
University of Northern Iowa 2010 — 2013
Bachelor's degree, Marketing: Sales Management
Cindy Nodorft Cindy Nodorft's Principal Financial Group Experience 1996 - 2000
Job Talent Development Leader at Transamerica
Industry Insurance
Experience
Transamerica May 2012 - Present
Corridor Women Connect 2011 - Present
Transamerica 2015 - 2015
Transamerica 2015 - 2015
Transamerica 2015 - 2015
Transamerica 2015 - 2015
Transamerica Life Insurance Company May 2005 - May 2012
Transamerica Life Insurance Company January 2000 - May 2005
Principal Financial Group 1996 - 2000
Principal Financial Group 1994 - 1996
Skills
Employee Relations, Corporate Communications, Internal Communications, Media Relations, Program Management, Strategic Communications, Team Leadership, Human Resources, Coaching, Staff Development, Business Acumen, Collaboration Solutions, Building Relationships, Supervisory Experience, Collaborative Problem..., Recruiting, Leadership Development, Strategy, Training, Performance Management, Employee Training, Talent Management, Management
Education
University of Northern Iowa
Bachelor of Arts, Business
Transamerica May 2012 - Present
Corridor Women Connect 2011 - Present
Transamerica 2015 - 2015
Transamerica 2015 - 2015
Transamerica 2015 - 2015
Transamerica 2015 - 2015
Transamerica Life Insurance Company May 2005 - May 2012
Transamerica Life Insurance Company January 2000 - May 2005
Principal Financial Group 1996 - 2000
Principal Financial Group 1994 - 1996
Skills
Employee Relations, Corporate Communications, Internal Communications, Media Relations, Program Management, Strategic Communications, Team Leadership, Human Resources, Coaching, Staff Development, Business Acumen, Collaboration Solutions, Building Relationships, Supervisory Experience, Collaborative Problem..., Recruiting, Leadership Development, Strategy, Training, Performance Management, Employee Training, Talent Management, Management
Education
University of Northern Iowa
Bachelor of Arts, Business
Rick Hollingworth Rick Hollingworth's Principal Financial Group Experience August 2005 - August 2006
Job Financial Services Representative at JuneNeri Financial
Industry Financial Services
Experience
June-Neri Financial October 2012 - Present
Pharos Capital Managment July 2010 - October 2012
New England Financial, A MetLife Company September 2006 - May 2010
Principal Financial Group August 2005 - August 2006
Carolina Hurricanes September 1997 - May 2006
Skills
401k Rollovers, Roth IRA, Licensed Life Insurance..., Group Benefit Plans, Disability Insurance, Long Term Care Insurance, Insurance, Long-term Care, Employee Benefits, 401k, Sales, Retirement Planning, Life Insurance, Strategic Financial..., Fixed Annuities
Education
University of North Carolina at Greensboro 1998 — 2002
BA, Business Administration w/ Marketing
Leesville High School
June-Neri Financial October 2012 - Present
Pharos Capital Managment July 2010 - October 2012
New England Financial, A MetLife Company September 2006 - May 2010
Principal Financial Group August 2005 - August 2006
Carolina Hurricanes September 1997 - May 2006
Skills
401k Rollovers, Roth IRA, Licensed Life Insurance..., Group Benefit Plans, Disability Insurance, Long Term Care Insurance, Insurance, Long-term Care, Employee Benefits, 401k, Sales, Retirement Planning, Life Insurance, Strategic Financial..., Fixed Annuities
Education
University of North Carolina at Greensboro 1998 — 2002
BA, Business Administration w/ Marketing
Leesville High School
Brian K. Jones, MBA, CFP®'s Principal Financial Group Experience November 2007 - November 2009
Job Regional Sales Manager at CountryPlace Mortgage
Industry Financial Services
Experience
CountryPlace Mortgage May 2013 - Present
Rowlett Mortgage November 2007 - November 2012
The Financial Process Group November 2009 - October 2012
Principal Financial Group November 2007 - November 2009
Lehman Brothers / Aurora Loan Services February 2006 - November 2007
Mortgage Investment Lending Associates ( MILA ) March 2002 - March 2006
Concorde Acceptance 1999 - 2002
PACE Funding 1994 - 1999
Skills
Investments, Loans, USDA, Banking, Commercial Lending, Negotiation, Refinance, Commercial Mortgages, Financial Analysis, Reverse Mortgages, Mortgage Lending, Loan Origination, FHA financing, Investment Properties, Disability Insurance, Financial Structuring, Strategic Financial..., Mortgage Underwriting, Selling, Microsoft Excel, Real Estate Economics, Residential Mortgages, Real Estate Financing, FHA, Mortgage Banking, Risk Management, Credit Analysis, Small Business Lending, Underwriting, Portfolio Management, Construction Loans, Financial Services, Marketing Strategy, VA loans, New Business Development, Finance, Credit, Government Loans, Sales Management, Certified Mortgage..., Customer Service, Financial Advisory, First Time Home Buyers, Real Estate, Strategic Planning, Home Equity Loans, Life Insurance, Loan Servicing, Mortgage Marketing
Education
The University of Texas at Dallas - School of Management 1993 — 1995
MBA/MS, Finance
University of North Texas 1990 — 1992
BBA, Finance
CountryPlace Mortgage May 2013 - Present
Rowlett Mortgage November 2007 - November 2012
The Financial Process Group November 2009 - October 2012
Principal Financial Group November 2007 - November 2009
Lehman Brothers / Aurora Loan Services February 2006 - November 2007
Mortgage Investment Lending Associates ( MILA ) March 2002 - March 2006
Concorde Acceptance 1999 - 2002
PACE Funding 1994 - 1999
Skills
Investments, Loans, USDA, Banking, Commercial Lending, Negotiation, Refinance, Commercial Mortgages, Financial Analysis, Reverse Mortgages, Mortgage Lending, Loan Origination, FHA financing, Investment Properties, Disability Insurance, Financial Structuring, Strategic Financial..., Mortgage Underwriting, Selling, Microsoft Excel, Real Estate Economics, Residential Mortgages, Real Estate Financing, FHA, Mortgage Banking, Risk Management, Credit Analysis, Small Business Lending, Underwriting, Portfolio Management, Construction Loans, Financial Services, Marketing Strategy, VA loans, New Business Development, Finance, Credit, Government Loans, Sales Management, Certified Mortgage..., Customer Service, Financial Advisory, First Time Home Buyers, Real Estate, Strategic Planning, Home Equity Loans, Life Insurance, Loan Servicing, Mortgage Marketing
Education
The University of Texas at Dallas - School of Management 1993 — 1995
MBA/MS, Finance
University of North Texas 1990 — 1992
BBA, Finance
Daniel Newton's Principal Financial Group Experience 1996 - 1997
Job Financial Associate at Thrivent Financial
Industry Financial Services
Experience
Thrivent Financial October 2008 - Present
AEGON 1997 - 2008
Principal Financial Group 1996 - 1997
CUNA Mutual Group 1991 - 1996
Education
University of Northern Iowa 1987 — 1991
Thrivent Financial October 2008 - Present
AEGON 1997 - 2008
Principal Financial Group 1996 - 1997
CUNA Mutual Group 1991 - 1996
Education
University of Northern Iowa 1987 — 1991
Greg Kutrow Greg Kutrow's Principal Financial Group Experience January 1989 - January 2002
Job Partner at Vigilant Financial
Industry Investment Management
Experience
Vigilant Financial Partners January 2005 - Present
Principal Financial Group January 1989 - January 2002
Education
University of North Carolina at Chapel Hill 1980 — 1984
Hoggard
Vigilant Financial Partners January 2005 - Present
Principal Financial Group January 1989 - January 2002
Education
University of North Carolina at Chapel Hill 1980 — 1984
Hoggard
Andrew Port Andrew Port's Principal Financial Group Experience June 2014 - Present
Job Retirement Investor Specialist I
Industry
Experience
Principal Financial Group June 2014 - Present
Bob Mickey Collision Center March 2012 - August 2013
Lowes Home Improvement March 2011 - March 2012
Skills
Mathematics Education, People Skills, Teaching, Youth Mentoring, Customer Service, Time Management, Microsoft Excel, Teamwork, Training, Sales, Inventory Management, Research, Event Management, Microsoft Word, Visual Basic
Education
University of Northern Iowa 2013 — 2015
Bachelor of Arts (B.A.), Actuarial Science
Kirkwood Community College 2009 — 2013
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
Principal Financial Group June 2014 - Present
Bob Mickey Collision Center March 2012 - August 2013
Lowes Home Improvement March 2011 - March 2012
Skills
Mathematics Education, People Skills, Teaching, Youth Mentoring, Customer Service, Time Management, Microsoft Excel, Teamwork, Training, Sales, Inventory Management, Research, Event Management, Microsoft Word, Visual Basic
Education
University of Northern Iowa 2013 — 2015
Bachelor of Arts (B.A.), Actuarial Science
Kirkwood Community College 2009 — 2013
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
Emily Finch's Principal Financial Group Experience March 2012 - Present
Job Client Service ManagerPrincipal Financial Group
Industry Banking
Experience
Principal Financial Group March 2012 - Present
Fidelity Bank April 2010 - March 2012
BNI 2010 - 2011
Wachovia February 2009 - April 2010
Wachovia July 2008 - February 2009
Johnson Controls May 2005 - July 2008
On Site Shred August 2004 - April 2005
Abercrombie & Fitch February 2004 - July 2004
Wachovia Bank June 1999 - January 2004
Skills
Customer Service, Outlook, Banking, Microsoft Office, Time Management, Microsoft Excel
Education
University of North Carolina at Greensboro 1998 — 2002
Bachelor of Arts, Communication Studies
Principal Financial Group March 2012 - Present
Fidelity Bank April 2010 - March 2012
BNI 2010 - 2011
Wachovia February 2009 - April 2010
Wachovia July 2008 - February 2009
Johnson Controls May 2005 - July 2008
On Site Shred August 2004 - April 2005
Abercrombie & Fitch February 2004 - July 2004
Wachovia Bank June 1999 - January 2004
Skills
Customer Service, Outlook, Banking, Microsoft Office, Time Management, Microsoft Excel
Education
University of North Carolina at Greensboro 1998 — 2002
Bachelor of Arts, Communication Studies
Kristin DeJong's Principal Financial Group Experience March 2012 - August 2013
Job Sales Rep at CUNA Mutual Group
Industry Marketing and Advertising
Experience
CUNA Mutual Group September 2013 - Present
Principal Financial Group March 2012 - August 2013
Levi Bros Jewlers June 2010 - August 2011
Strategic Scrap October 2007 - December 2010
Toads Bar and Grill October 2008 - October 2010
Chilis April 2005 - November 2008
Skills
Marketing, Time Management, Social Media, Customer Service, Advertising, Sales, Life & Health Insurance..., Accident Insurance, Claims Handling, Fixed Annuities, Marketing Strategy, Indexed Annuities, Variable Annuities, Marketing Communications, Social Media Marketing, Insurance, Series 6, Public Speaking, Web Chat, Graphic Design, Illustrator, Microsoft Word, PowerPoint, Microsoft Excel, Photoshop, Microsoft Office
Education
University of Northern Iowa 2008 — 2010
Bachelor's degree, Marketing; Advertising
CUNA Mutual Group September 2013 - Present
Principal Financial Group March 2012 - August 2013
Levi Bros Jewlers June 2010 - August 2011
Strategic Scrap October 2007 - December 2010
Toads Bar and Grill October 2008 - October 2010
Chilis April 2005 - November 2008
Skills
Marketing, Time Management, Social Media, Customer Service, Advertising, Sales, Life & Health Insurance..., Accident Insurance, Claims Handling, Fixed Annuities, Marketing Strategy, Indexed Annuities, Variable Annuities, Marketing Communications, Social Media Marketing, Insurance, Series 6, Public Speaking, Web Chat, Graphic Design, Illustrator, Microsoft Word, PowerPoint, Microsoft Excel, Photoshop, Microsoft Office
Education
University of Northern Iowa 2008 — 2010
Bachelor's degree, Marketing; Advertising
Claire See's Principal Financial Group Experience July 2014 - Present
Job Program Manager at the NC Center for Public Health QualitySales Support Associate with the Principal Financial Group
Industry Professional Training & Coaching
Experience
Principal Financial Group July 2014 - Present
NC Center for Public Health Quality August 2010 - Present
UNC Hospitals May 2010 - August 2010
Blue Cross Blue Shield of NC May 2009 - August 2009
UNC Health Care June 2008 - May 2009
Durham VA Medical Center May 2007 - August 2007
Skills
Quality Improvement, Data Analysis, Process Improvement, Microsoft Excel, PowerPoint, Coaching, Finance, Microsoft Word, Program Coordination, Public Health, Healthcare, Healthcare Management, Hospitals, Program Development, Program Evaluation, Project Management, Analysis, Management
Education
University of North Carolina at Chapel Hill 2008 — 2010
MHA, Health/Health Care Administration/Management
University of North Carolina at Chapel Hill 2004 — 2008
BSPH, Health Policy and Administration
Principal Financial Group July 2014 - Present
NC Center for Public Health Quality August 2010 - Present
UNC Hospitals May 2010 - August 2010
Blue Cross Blue Shield of NC May 2009 - August 2009
UNC Health Care June 2008 - May 2009
Durham VA Medical Center May 2007 - August 2007
Skills
Quality Improvement, Data Analysis, Process Improvement, Microsoft Excel, PowerPoint, Coaching, Finance, Microsoft Word, Program Coordination, Public Health, Healthcare, Healthcare Management, Hospitals, Program Development, Program Evaluation, Project Management, Analysis, Management
Education
University of North Carolina at Chapel Hill 2008 — 2010
MHA, Health/Health Care Administration/Management
University of North Carolina at Chapel Hill 2004 — 2008
BSPH, Health Policy and Administration
Todd Struthers's Principal Financial Group Experience April 2011 - April 2012
Job IT Manager at Des Moines Area Regional Transit
Industry Government Administration
Experience
Des Moines Area Regional Transit July 2012 - Present
Wells Fargo Home Mortgage April 2012 - July 2012
Principal Financial Group April 2011 - April 2012
Wells Fargo Home Mortgage September 2007 - April 2011
Independant Contractor May 2009 - October 2009
Advanced Network Technologies January 2006 - September 2007
Short Circuit Print & Imaging October 2005 - February 2006
Medinotes Corporation May 2005 - November 2005
Vatterott College December 2003 - May 2005
Skills
Windows Server, Microsoft Exchange, Network Administration, Windows 7, WAN, Network Design, Microsoft Office, Sonicwall, Active Directory, DHCP, VMware, DNS, Symantec Endpoint..., Group Policy, XP, Operating Systems, Windows XP, VMware ESX
Education
University of Northern Iowa 1996 — 2001
Linn-Mar High School 1994 — 1996
Des Moines Area Regional Transit July 2012 - Present
Wells Fargo Home Mortgage April 2012 - July 2012
Principal Financial Group April 2011 - April 2012
Wells Fargo Home Mortgage September 2007 - April 2011
Independant Contractor May 2009 - October 2009
Advanced Network Technologies January 2006 - September 2007
Short Circuit Print & Imaging October 2005 - February 2006
Medinotes Corporation May 2005 - November 2005
Vatterott College December 2003 - May 2005
Skills
Windows Server, Microsoft Exchange, Network Administration, Windows 7, WAN, Network Design, Microsoft Office, Sonicwall, Active Directory, DHCP, VMware, DNS, Symantec Endpoint..., Group Policy, XP, Operating Systems, Windows XP, VMware ESX
Education
University of Northern Iowa 1996 — 2001
Linn-Mar High School 1994 — 1996
Kevin Krefting's Principal Financial Group Experience May 2005 - August 2005
Job Leader in Marketing and Technology
Industry Internet
Experience
iPowow October 2015 - Present
Mercer March 2015 - September 2015
Wells Fargo December 2013 - March 2015
McCormick Company January 2013 - December 2013
Aviva USA September 2012 - January 2013
SPEED Channel, Inc. June 2006 - September 2012
Wells Fargo December 2005 - June 2008
University of Northern Iowa January 2003 - December 2005
Northern Iowan Newspaper August 2002 - December 2005
Principal Financial Group May 2005 - August 2005
Skills
Digital Marketing, Social Media Marketing, Web Project Management, Agile Project Management, Web Development, Mobile Applications, Web Applications, Project Management, User Experience, Software Project..., Scrum, Advertising, Product Management, Digital Strategy, Web Analytics, Google Analytics, Testing, HTML, Analytics, JavaScript, PMP, CSS, Online Research, Market Research, Product Requirements, Problem Solving, E-commerce, Content Management, SEO, MySQL, Usability Testing, Integrated Marketing, Cross-functional Team..., Creative Direction, Online Marketing, Online Branding, PHP, Account Management, Client Aquisition, Customer Relations, Integration Testing, Regression Testing, JIRA, Quality Assurance, Online PR, A/B testing, Training, Databases, Node.js, AngularJS
Education
University of Northern Iowa 2001 — 2005
Bachelor's Degree, Management Information Systems
Waukee High School 1997 — 2001
iPowow October 2015 - Present
Mercer March 2015 - September 2015
Wells Fargo December 2013 - March 2015
McCormick Company January 2013 - December 2013
Aviva USA September 2012 - January 2013
SPEED Channel, Inc. June 2006 - September 2012
Wells Fargo December 2005 - June 2008
University of Northern Iowa January 2003 - December 2005
Northern Iowan Newspaper August 2002 - December 2005
Principal Financial Group May 2005 - August 2005
Skills
Digital Marketing, Social Media Marketing, Web Project Management, Agile Project Management, Web Development, Mobile Applications, Web Applications, Project Management, User Experience, Software Project..., Scrum, Advertising, Product Management, Digital Strategy, Web Analytics, Google Analytics, Testing, HTML, Analytics, JavaScript, PMP, CSS, Online Research, Market Research, Product Requirements, Problem Solving, E-commerce, Content Management, SEO, MySQL, Usability Testing, Integrated Marketing, Cross-functional Team..., Creative Direction, Online Marketing, Online Branding, PHP, Account Management, Client Aquisition, Customer Relations, Integration Testing, Regression Testing, JIRA, Quality Assurance, Online PR, A/B testing, Training, Databases, Node.js, AngularJS
Education
University of Northern Iowa 2001 — 2005
Bachelor's Degree, Management Information Systems
Waukee High School 1997 — 2001
Amy Siphers Amy Siphers's Principal Financial Group Experience July 2008 - July 2011
Job Financial Analyst (Corporate Development M&A Finance) at Cisco
Industry Financial Services
Experience
Cisco March 2015 - Present
Cisco August 2014 - Present
Cisco August 2013 - August 2014
Cisco June 2012 - August 2012
UNC Hospital Volunteer Association August 2011 - December 2011
Headway Capital Partners May 2011 - July 2011
Principal Financial Group July 2008 - July 2011
Skills
Analysis, PowerPoint, Microsoft Office, Microsoft Excel, Leadership, Finance, Microsoft Word, French, Social Media
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2013
Bachelor of Science (B.S.), Business Administration and Management, General
Cisco March 2015 - Present
Cisco August 2014 - Present
Cisco August 2013 - August 2014
Cisco June 2012 - August 2012
UNC Hospital Volunteer Association August 2011 - December 2011
Headway Capital Partners May 2011 - July 2011
Principal Financial Group July 2008 - July 2011
Skills
Analysis, PowerPoint, Microsoft Office, Microsoft Excel, Leadership, Finance, Microsoft Word, French, Social Media
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2013
Bachelor of Science (B.S.), Business Administration and Management, General
Belinda Kromminga's Principal Financial Group Experience 1980 - 1998
Job Senior Underwriting Consultant at Reinsurance Group of America, Incorporated
Industry Insurance
Experience
Reinsurance Group of America, Incorporated November 2013 - Present
Lincoln Financial August 2006 - October 2013
MetLife 2005 - 2006
ING 1999 - 2005
Principal Financial Group 1980 - 1998
Skills
Life Insurance, Insurance, Underwriting, Risk Management, Reinsurance, Term Life Insurance, Health Insurance, Disability Insurance, Long-term Care, Financial Risk, Brokers, Retirement Planning, Claim, Fixed Annuities, General Insurance
Education
University of Northern Iowa 1974 — 1978
BA, Marketing Major, Art Minor
University of Northern Iowa
Bachelor's degree, Marketing
Reinsurance Group of America, Incorporated November 2013 - Present
Lincoln Financial August 2006 - October 2013
MetLife 2005 - 2006
ING 1999 - 2005
Principal Financial Group 1980 - 1998
Skills
Life Insurance, Insurance, Underwriting, Risk Management, Reinsurance, Term Life Insurance, Health Insurance, Disability Insurance, Long-term Care, Financial Risk, Brokers, Retirement Planning, Claim, Fixed Annuities, General Insurance
Education
University of Northern Iowa 1974 — 1978
BA, Marketing Major, Art Minor
University of Northern Iowa
Bachelor's degree, Marketing
Shelli O'Brien's Principal Financial Group Experience January 1995 - Present
Job Sr. Education Strategist at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group January 1995 - Present
Washington Square Mortgage Company August 1988 - October 1994
Skills
401(k) and 403(b) Plans, Defined Benefit Plans, Non-qualified Plans, Series 6, 7, 24, 63..., Six Sigma Operational...
Education
University of Northern Iowa 1984 — 1988
Bachelor of Arts (BA), Public Relations
Principal Financial Group January 1995 - Present
Washington Square Mortgage Company August 1988 - October 1994
Skills
401(k) and 403(b) Plans, Defined Benefit Plans, Non-qualified Plans, Series 6, 7, 24, 63..., Six Sigma Operational...
Education
University of Northern Iowa 1984 — 1988
Bachelor of Arts (BA), Public Relations
Ann Smalley's Principal Financial Group Experience Tax AdvisorH&R BlockJanuary 2001 - Present
Job Senior Compliance Analyst
Industry Banking
Experience
Principal Financial Group Tax AdvisorH&R BlockJanuary 2001 - Present
Principal Financial Group May 2004 - June 2005
Skills
Loans
Education
University of Northern Iowa 1994 — 1998
Principal Financial Group Tax AdvisorH&R BlockJanuary 2001 - Present
Principal Financial Group May 2004 - June 2005
Skills
Loans
Education
University of Northern Iowa 1994 — 1998
Jed Fisk's Principal Financial Group Experience 1980 - Present
Job Vice President Corporate Real Estate and Aviation at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group 1980 - Present
Newton Community Schools August 1977 - June 1980
Skills
Budgets, Business Analysis, Business Process..., Business Strategy, Change Management, Corporate Finance, Corporate Real Estate, Employee Benefits, Financial Analysis, Financial Services, Insurance, Investments, Mergers, Mutual Funds, Non-profits, Portfolio Management, Process Improvement, Risk Management, SDLC, Strategic Financial..., Strategic Planning, Strategy, Vendor Management
Education
University of Northern Iowa 1973 — 1977
BA, Business Education - Accounting Emphasis; Minor in Coaching
Principal Financial Group 1980 - Present
Newton Community Schools August 1977 - June 1980
Skills
Budgets, Business Analysis, Business Process..., Business Strategy, Change Management, Corporate Finance, Corporate Real Estate, Employee Benefits, Financial Analysis, Financial Services, Insurance, Investments, Mergers, Mutual Funds, Non-profits, Portfolio Management, Process Improvement, Risk Management, SDLC, Strategic Financial..., Strategic Planning, Strategy, Vendor Management
Education
University of Northern Iowa 1973 — 1977
BA, Business Education - Accounting Emphasis; Minor in Coaching
Greg Bavender's Principal Financial Group Experience 1997 - Present
Job Director of Underwriting at Principal Financial Group
Industry Insurance
Experience
Principal Financial Group 1997 - Present
CIGNA 1991 - 1997
Skills
Disability Insurance, Health Insurance, Insurance, Underwriting, Life Insurance, Term Life Insurance, Employee Benefits, Brokers, Reinsurance, Claim, Workers Compensation, Retirement, Health Savings Accounts
Education
University of North Texas 1988 — 1991
BBA, Finance
Principal Financial Group 1997 - Present
CIGNA 1991 - 1997
Skills
Disability Insurance, Health Insurance, Insurance, Underwriting, Life Insurance, Term Life Insurance, Employee Benefits, Brokers, Reinsurance, Claim, Workers Compensation, Retirement, Health Savings Accounts
Education
University of North Texas 1988 — 1991
BBA, Finance
Paula Chizek's Principal Financial Group Experience 2006 - January 2009
Job
Industry Financial Services
Experience
Principal International November 2014 - Present
Principal International August 2013 - Present
Principal International January 2012 - July 2013
Principal Global Investors January 2009 - December 2011
Principal Financial Group 2006 - January 2009
Iowa Corn Growers Association 1997 - 2006
Meyocks & Priebe Advertising 1995 - 1997
Midland Dairy Association 1993 - 1995
Midland Dairy Association 1991 - 1993
Skills
Marketing, Media Relations, Corporate Communications, Public Relations, Management, Internal Communications, Strategy, Marketing Communications, Strategic Communications, Business Strategy, Crisis Communications, Newsletters, Integrated Marketing, Press Releases, Training
Education
University of Northern Iowa 1987 — 1991
Communications
Principal International November 2014 - Present
Principal International August 2013 - Present
Principal International January 2012 - July 2013
Principal Global Investors January 2009 - December 2011
Principal Financial Group 2006 - January 2009
Iowa Corn Growers Association 1997 - 2006
Meyocks & Priebe Advertising 1995 - 1997
Midland Dairy Association 1993 - 1995
Midland Dairy Association 1991 - 1993
Skills
Marketing, Media Relations, Corporate Communications, Public Relations, Management, Internal Communications, Strategy, Marketing Communications, Strategic Communications, Business Strategy, Crisis Communications, Newsletters, Integrated Marketing, Press Releases, Training
Education
University of Northern Iowa 1987 — 1991
Communications
Dave Wakeman's Principal Financial Group Experience 1991 - 2001
Job BPM Solution Architect at IBM
Industry Computer Software
Experience
IBM January 2013 - Present
IBM February 2001 - Present
Principal Financial Group 1991 - 2001
Skills
Websphere, WebSphere Process Server, SOA, Middleware, WebSphere Message Broker, WebSphere Application..., WebSphere Portal, SDLC, Solution Architecture, EAI, ESB, WebSphere MQ, Enterprise Architecture, Business Process Design, DB2, Integration, Application Architecture
Education
University of Northern Iowa 1987 — 1991
IBM January 2013 - Present
IBM February 2001 - Present
Principal Financial Group 1991 - 2001
Skills
Websphere, WebSphere Process Server, SOA, Middleware, WebSphere Message Broker, WebSphere Application..., WebSphere Portal, SDLC, Solution Architecture, EAI, ESB, WebSphere MQ, Enterprise Architecture, Business Process Design, DB2, Integration, Application Architecture
Education
University of Northern Iowa 1987 — 1991
Alan Sholes's Principal Financial Group Experience May 2006 - December 2007
Job Experienced Financial Data Analyst at Verizon Enterprise Services
Industry Telecommunications
Experience
Verizon Enterprise Services January 2008 - Present
Principal Financial Group May 2006 - December 2007
The Corner Store May 1999 - January 2006
Skills
Financial Analysis, Data Analysis, Data Mining, Data Modeling, Oracle SQL, Toad Data Modeler, SQL DB2, AS400 system, Microsoft Excel, Access, Financial Modeling, DB2, Oracle 9i, Oracle Applications, Budgets, Cash Management, Program Management, Customer Service, Business Analysis, SDLC, Process Improvement, Microsoft Office, Analysis, Requirements Analysis
Education
University of Northern Iowa 2004 — 2007
Bachelor's Degree, Finance, General, 3.37 - cum laude
Center Point-Urbana 1999 — 2003
Verizon Enterprise Services January 2008 - Present
Principal Financial Group May 2006 - December 2007
The Corner Store May 1999 - January 2006
Skills
Financial Analysis, Data Analysis, Data Mining, Data Modeling, Oracle SQL, Toad Data Modeler, SQL DB2, AS400 system, Microsoft Excel, Access, Financial Modeling, DB2, Oracle 9i, Oracle Applications, Budgets, Cash Management, Program Management, Customer Service, Business Analysis, SDLC, Process Improvement, Microsoft Office, Analysis, Requirements Analysis
Education
University of Northern Iowa 2004 — 2007
Bachelor's Degree, Finance, General, 3.37 - cum laude
Center Point-Urbana 1999 — 2003
Barb Ranck's Principal Financial Group Experience
Job Instructional Designer at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group
Skills
Team Building, Instructional Design
Education
University of Northern Iowa 1990 — 1994
BA Secondary Education, English
Principal Financial Group
Skills
Team Building, Instructional Design
Education
University of Northern Iowa 1990 — 1994
BA Secondary Education, English
Scott Banyas's Principal Financial Group Experience 2004 - 2005
Job Sr. Technical Administrator at FBL Financial Group, Inc.
Industry Insurance
Experience
FBL Financial Group, Inc. May 2005 - Present
Principal Financial Group 2004 - 2005
Prairie iNet 2001 - 2003
Principal Financial Group 1998 - 2002
Skills
Visio, Vendor Management, Microsoft SQL Server, SQL, Negotiation, Compuware Vantage, System Center..., Perl Script, Cacti, Dynatrace, Servers, VMware, SDLC, Windows Server, Security, Microsoft Office, System Administration, Network Administration
Education
University of Northern Iowa 1992 — 1995
Bachelor of Arts, Management Information Systems
LaSalle High School 1987 — 1991
FBL Financial Group, Inc. May 2005 - Present
Principal Financial Group 2004 - 2005
Prairie iNet 2001 - 2003
Principal Financial Group 1998 - 2002
Skills
Visio, Vendor Management, Microsoft SQL Server, SQL, Negotiation, Compuware Vantage, System Center..., Perl Script, Cacti, Dynatrace, Servers, VMware, SDLC, Windows Server, Security, Microsoft Office, System Administration, Network Administration
Education
University of Northern Iowa 1992 — 1995
Bachelor of Arts, Management Information Systems
LaSalle High School 1987 — 1991
Karre Huff's Principal Financial Group Experience 2008 - 2008
Job Partner at Emergent Deals
Industry Consumer Electronics
Experience
Emergent Deals March 2013 - Present
MHD Enterprises, Inc. June 2010 - March 2013
Principal Financial Group 2008 - 2008
ESPI Video, Inc. 2000 - 2003
ESPI Video, Inc. 2000 - 2003
Education
University of North Texas 1993 — 1998
BA, radio, television, film
Emergent Deals March 2013 - Present
MHD Enterprises, Inc. June 2010 - March 2013
Principal Financial Group 2008 - 2008
ESPI Video, Inc. 2000 - 2003
ESPI Video, Inc. 2000 - 2003
Education
University of North Texas 1993 — 1998
BA, radio, television, film
Sue Hudson's Principal Financial Group Experience April 2015 - Present
Job Asst Director Principal Advisor Network Operations at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group April 2015 - Present
Principal Financial Group March 2012 - March 2015
Principal Financial Group March 2010 - March 2012
Principal Financial Group March 2001 - March 2010
Principal Financial Group January 2000 - March 2001
Principal Financial Group November 1998 - January 2000
Principal Financial Group October 1995 - November 1998
Skills
Leadership Development, Performance Management, Hiring, Staff Development, Team Building, Succession Planning, Operational Efficiency, Project Management, Strategic Planning, Predictive Index (PI), Job Coaching, Job Analysis, Coaching, Staffing Models, Staffing Analysis, Training Needs Analysis, Problem Solving, Best Practices, Expense Management, Lease Options, Workflow Management, Organizational Structure, Practice Management
Education
University of Northern Iowa 1991 — 1995
Principal Financial Group April 2015 - Present
Principal Financial Group March 2012 - March 2015
Principal Financial Group March 2010 - March 2012
Principal Financial Group March 2001 - March 2010
Principal Financial Group January 2000 - March 2001
Principal Financial Group November 1998 - January 2000
Principal Financial Group October 1995 - November 1998
Skills
Leadership Development, Performance Management, Hiring, Staff Development, Team Building, Succession Planning, Operational Efficiency, Project Management, Strategic Planning, Predictive Index (PI), Job Coaching, Job Analysis, Coaching, Staffing Models, Staffing Analysis, Training Needs Analysis, Problem Solving, Best Practices, Expense Management, Lease Options, Workflow Management, Organizational Structure, Practice Management
Education
University of Northern Iowa 1991 — 1995
Anita Hartman's Principal Financial Group Experience June 1994 - Present
Job Asst Dir IT at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group June 1994 - Present
Skills
Information Security, Risk Management
Education
University of Northern Iowa 1979 — 1982
BS
Principal Financial Group June 1994 - Present
Skills
Information Security, Risk Management
Education
University of Northern Iowa 1979 — 1982
BS
Amy Kintzle's Principal Financial Group Experience October 1993 - December 2008
Job at MetaBank
Industry Commercial Real Estate
Experience
MetaBank May 2009 - Present
Principal Financial Group October 1993 - December 2008
Education
University of Northern Iowa 1989 — 1993
BA, Finance with Real Estate Emphasis
MetaBank May 2009 - Present
Principal Financial Group October 1993 - December 2008
Education
University of Northern Iowa 1989 — 1993
BA, Finance with Real Estate Emphasis
Antoinette Staples's Principal Financial Group Experience October 1993 - December 2001
Job Experienced Professional Trainer/Project Manager
Industry Professional Training & Coaching
Experience
NotifyMD September 2004 - September 2006
Principal Financial Group October 1993 - December 2001
Skills
Training, Human Resources, Employee Training
Education
University of North Florida - College of Business Administration 2000 — 2003
B.S., Management
NotifyMD September 2004 - September 2006
Principal Financial Group October 1993 - December 2001
Skills
Training, Human Resources, Employee Training
Education
University of North Florida - College of Business Administration 2000 — 2003
B.S., Management
Amy Weigel's Principal Financial Group Experience Financial Accounting AnalystPrincipal Financial GroupMarch 2013 - Present
Job Financial Accounting Analyst at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group Financial Accounting AnalystPrincipal Financial GroupMarch 2013 - Present
Principal Financial Group October 2011 - March 2013
Skills
Financial Analysis, Financial Reporting, Finance, Accounting, General Ledger, Financial Accounting
Education
University of Northern Iowa 1996 — 2000
BA, Accounting
Principal Financial Group Financial Accounting AnalystPrincipal Financial GroupMarch 2013 - Present
Principal Financial Group October 2011 - March 2013
Skills
Financial Analysis, Financial Reporting, Finance, Accounting, General Ledger, Financial Accounting
Education
University of Northern Iowa 1996 — 2000
BA, Accounting
Kristin Quinlan's Principal Financial Group Experience June 2010 - April 2011
Job HR Training and Recruiting Coordinator at LogoNation, Inc.
Industry Human Resources
Experience
LogoNation, Inc. July 2013 - Present
Prime Credit April 2011 - July 2013
Principal Financial Group June 2010 - April 2011
Great West Healthcare now part of CIGNA July 2006 - December 2009
Skills
Insurance, Disability Insurance, Microsoft Office, Customer Service, Sales, Marketing, Social Media Marketing, Public Speaking, Social Media, Management, Microsoft Excel, Marketing Strategy, Human Resources, Admininstrative
Education
University of North Carolina at Charlotte
Bachelor's Degree
LogoNation, Inc. July 2013 - Present
Prime Credit April 2011 - July 2013
Principal Financial Group June 2010 - April 2011
Great West Healthcare now part of CIGNA July 2006 - December 2009
Skills
Insurance, Disability Insurance, Microsoft Office, Customer Service, Sales, Marketing, Social Media Marketing, Public Speaking, Social Media, Management, Microsoft Excel, Marketing Strategy, Human Resources, Admininstrative
Education
University of North Carolina at Charlotte
Bachelor's Degree
Erica Rhoads-Harris's Principal Financial Group Experience October 2011 - October 2013
Job Business Systems Consultlant at Wells Fargo Home Mortgage
Industry Information Technology and Services
Experience
Wells Fargo Home Mortgage November 2013 - Present
Principal Financial Group October 2011 - October 2013
Wells Fargo Financial August 1991 - November 2011
Wells Fargo 1992 - 2008
Skills
Business Process..., Business Analysis, SDLC, Process Improvement, Business Requirements, Visio
Education
University of Northern Iowa 1991 — 1993
none
Upper Iowa University
none
Wells Fargo Home Mortgage November 2013 - Present
Principal Financial Group October 2011 - October 2013
Wells Fargo Financial August 1991 - November 2011
Wells Fargo 1992 - 2008
Skills
Business Process..., Business Analysis, SDLC, Process Improvement, Business Requirements, Visio
Education
University of Northern Iowa 1991 — 1993
none
Upper Iowa University
none
Trinette Ray's Principal Financial Group Experience December 2004 - August 2011
Job Client Service Coordinator at Veratis Institutional Advisors
Industry Financial Services
Experience
Veratis Institutional Advisors August 2011 - Present
Principal Financial Group December 2004 - August 2011
Skills
401k, Employee Benefits
Education
University of North Carolina at Chapel Hill 1984 — 1988
Bachelor's Degree, Psychology
Veratis Institutional Advisors August 2011 - Present
Principal Financial Group December 2004 - August 2011
Skills
401k, Employee Benefits
Education
University of North Carolina at Chapel Hill 1984 — 1988
Bachelor's Degree, Psychology
Ann Block's Principal Financial Group Experience June 1983 - June 1999
Job Vice President of Client Relations
Industry Education Management
Experience
Tero International July 2007 - Present
Dowling Catholic High School 2007 - 2011
VisionPoint August 2002 - May 2006
Principal Financial Group June 1983 - June 1999
Skills
Insurance, Strategic Planning, Needs Analysis, Sales, Training Delivery, Event Planning, Learning Management, Adult Education, Staff Development, Leadership Development, Building Relationships, Leadership, New Business Development, Human Resources, Management, Program Management, Instructor-led Training, Team Building, Training, Coaching
Education
Huebner School of Insurance 1987 — 1989
CLU, Insurance
University of Northern Iowa 1979 — 1983
BA, Administrative Management, minors in Personnel Business Communications and Speech
Tero International July 2007 - Present
Dowling Catholic High School 2007 - 2011
VisionPoint August 2002 - May 2006
Principal Financial Group June 1983 - June 1999
Skills
Insurance, Strategic Planning, Needs Analysis, Sales, Training Delivery, Event Planning, Learning Management, Adult Education, Staff Development, Leadership Development, Building Relationships, Leadership, New Business Development, Human Resources, Management, Program Management, Instructor-led Training, Team Building, Training, Coaching
Education
Huebner School of Insurance 1987 — 1989
CLU, Insurance
University of Northern Iowa 1979 — 1983
BA, Administrative Management, minors in Personnel Business Communications and Speech
Ann Schulte's Principal Financial Group Experience June 2002 - Present
Job IT Team Leader at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group June 2002 - Present
Southeast Polk High School 1999 - 2002
Skills
Team Building, Leadership, Event Planning, Microsoft Office
Education
University of Northern Iowa 1997 — 1999
Bachelor's degree, Business Teacher Education
University of Northern Iowa 1991 — 1993
Bachelor's degree, Finance - Real Estate Emphasis
Saint Edmond High School
Principal Financial Group June 2002 - Present
Southeast Polk High School 1999 - 2002
Skills
Team Building, Leadership, Event Planning, Microsoft Office
Education
University of Northern Iowa 1997 — 1999
Bachelor's degree, Business Teacher Education
University of Northern Iowa 1991 — 1993
Bachelor's degree, Finance - Real Estate Emphasis
Saint Edmond High School
Michelle Polczynski's Principal Financial Group Experience February 1996 - September 1999
Job VP of Operations at Identity Branding, Inc.
Industry Information Technology and Services
Experience
Identity Branding, Inc. October 1999 - Present
Principal Financial Group February 1996 - September 1999
Education
University of North Carolina at Greensboro
Business Administration, Business Administration
Identity Branding, Inc. October 1999 - Present
Principal Financial Group February 1996 - September 1999
Education
University of North Carolina at Greensboro
Business Administration, Business Administration
John Sicotte's Principal Financial Group Experience May 2015 - Present
Job Group Sales Representative
Industry Wholesale
Experience
Principal Financial Group May 2015 - Present
First Advantage March 2014 - May 2015
CCH a division of Wolters Kluwer May 2012 - January 2014
Paychex January 2008 - May 2012
Washington Mutual February 2004 - December 2007
Education
University of North Texas 1997 — 2001
Finance, General, 3.52
Principal Financial Group May 2015 - Present
First Advantage March 2014 - May 2015
CCH a division of Wolters Kluwer May 2012 - January 2014
Paychex January 2008 - May 2012
Washington Mutual February 2004 - December 2007
Education
University of North Texas 1997 — 2001
Finance, General, 3.52
Adam Duffy's Principal Financial Group Experience 1995 - 1998
Job Agent Edwards Brandt & Associates
Industry Insurance
Experience
Edwards-Brandt and Associates June 2014 - Present
LSB Financial April 2012 - May 2014
Storey Kenworthy February 2008 - February 2012
Dex Media June 2001 - March 2006
NSB Bank 1999 - 2001
Bank of America October 1998 - June 2000
KIMT-TV 1998 - 1998
Principal Financial Group 1995 - 1998
Skills
Business to Business..., Communication, Contract Negotiation, Account Management, Computer Proficiency, New Business Development, B2B, Sales, Insurance, Advertising, Marketing, Sales Management, Cold Calling, Leadership, Coaching, Public Speaking, Selling, Marketing Strategy, Marketing Communications, Sales Process, Direct Sales, Customer Service, Social Media Marketing, Strategic Planning, Event Planning, Budgets, Time Management, Training, Management, Customer Retention, CRM, Business Development, Customer Satisfaction, Social Networking, Team Leadership, Direct Marketing, Recruiting, Sales Operations, Team Building, Email Marketing, Lead Generation, Salesforce.com, Market Planning, Social Media, Small Business, Online Marketing
Education
University of Northern Iowa 1988 — 1993
Bachelor of Arts, Marketing
Mason City Newman High School 1984 — 1988
Diploma, High School
Edwards-Brandt and Associates June 2014 - Present
LSB Financial April 2012 - May 2014
Storey Kenworthy February 2008 - February 2012
Dex Media June 2001 - March 2006
NSB Bank 1999 - 2001
Bank of America October 1998 - June 2000
KIMT-TV 1998 - 1998
Principal Financial Group 1995 - 1998
Skills
Business to Business..., Communication, Contract Negotiation, Account Management, Computer Proficiency, New Business Development, B2B, Sales, Insurance, Advertising, Marketing, Sales Management, Cold Calling, Leadership, Coaching, Public Speaking, Selling, Marketing Strategy, Marketing Communications, Sales Process, Direct Sales, Customer Service, Social Media Marketing, Strategic Planning, Event Planning, Budgets, Time Management, Training, Management, Customer Retention, CRM, Business Development, Customer Satisfaction, Social Networking, Team Leadership, Direct Marketing, Recruiting, Sales Operations, Team Building, Email Marketing, Lead Generation, Salesforce.com, Market Planning, Social Media, Small Business, Online Marketing
Education
University of Northern Iowa 1988 — 1993
Bachelor of Arts, Marketing
Mason City Newman High School 1984 — 1988
Diploma, High School
Josh Briggs's Principal Financial Group Experience January 2008 - June 2012
Job Marketing I Product Management
Industry Financial Services
Experience
Businessolver June 2015 - Present
fi360 August 2014 - January 2015
Athene USA June 2014 - August 2014
Athene USA October 2013 - June 2014
Aviva USA June 2012 - September 2013
Principal Financial Group January 2008 - June 2012
Principal Financial Group May 2007 - August 2007
Skills
Insurance, Marketing, Marketing Strategy, Retirement, Email Marketing, Series 7, Investments, Social Media, Relationship Management, Strategic Planning, Leadership, Management, New Business Development, Sales, Product Management, Product Development, Business Development
Education
University of Northern Iowa 2003 — 2007
Bachelor's Degree, Public Relations, Marketing
Waukee High School 1999 — 2003
Businessolver June 2015 - Present
fi360 August 2014 - January 2015
Athene USA June 2014 - August 2014
Athene USA October 2013 - June 2014
Aviva USA June 2012 - September 2013
Principal Financial Group January 2008 - June 2012
Principal Financial Group May 2007 - August 2007
Skills
Insurance, Marketing, Marketing Strategy, Retirement, Email Marketing, Series 7, Investments, Social Media, Relationship Management, Strategic Planning, Leadership, Management, New Business Development, Sales, Product Management, Product Development, Business Development
Education
University of Northern Iowa 2003 — 2007
Bachelor's Degree, Public Relations, Marketing
Waukee High School 1999 — 2003
Leslie Bryant's Principal Financial Group Experience June 2011 - March 2013
Job Benefits Analyst at Hays Companies
Industry Insurance
Experience
Hays Companies April 2013 - Present
Principal Financial Group June 2011 - March 2013
Excelsior Benefits November 2006 - May 2011
Skills
Health Insurance, Insurance, Employee Benefits, Disability Insurance, Life Insurance, Underwriting, Account Management, Medicare, Customer Service, Sales Management, Outlook, Microsoft Excel
Education
University of North Carolina at Charlotte 2002 — 2004
University of North Carolina at Wilmington 2001 — 2002
Hays Companies April 2013 - Present
Principal Financial Group June 2011 - March 2013
Excelsior Benefits November 2006 - May 2011
Skills
Health Insurance, Insurance, Employee Benefits, Disability Insurance, Life Insurance, Underwriting, Account Management, Medicare, Customer Service, Sales Management, Outlook, Microsoft Excel
Education
University of North Carolina at Charlotte 2002 — 2004
University of North Carolina at Wilmington 2001 — 2002
Amanda Batson-Lamb's Principal Financial Group Experience September 2002 - December 2003
Job
Industry Financial Services
Experience
Kare Partners July 2012 - March 2013
Merrill Lynch September 2007 - July 2010
US Trust January 2004 - September 2007
Principal Financial Group September 2002 - December 2003
Skills
Strategic Financial..., Investments, Financial Advisory, Financial Services, Finance, Insurance, High Net Worth..., Wealth, Financial Planners, Private Banking, Wealth Management, Series 7, Retirement Planning, Asset Allocation, Series 63, Mutual Funds, Securities, Asset Management
Education
University of North Carolina at Charlotte 2006 — 2007
Certified Financial Planner
University of North Carolina at Charlotte 1997 — 2001
BA
Kare Partners July 2012 - March 2013
Merrill Lynch September 2007 - July 2010
US Trust January 2004 - September 2007
Principal Financial Group September 2002 - December 2003
Skills
Strategic Financial..., Investments, Financial Advisory, Financial Services, Finance, Insurance, High Net Worth..., Wealth, Financial Planners, Private Banking, Wealth Management, Series 7, Retirement Planning, Asset Allocation, Series 63, Mutual Funds, Securities, Asset Management
Education
University of North Carolina at Charlotte 2006 — 2007
Certified Financial Planner
University of North Carolina at Charlotte 1997 — 2001
BA
Tate Smith's Principal Financial Group Experience February 2013 - 2013
Job Audit Associate at Grant Thornton LLP
Industry Accounting
Experience
Grant Thornton LLP September 2015 - Present
Mattress Firm May 2010 - January 2013
Principal Financial Group February 2013 - 2013
Skills
Series 7, Series 66
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2014 — 2015
Masters, Accounting
University of North Carolina at Chapel Hill 2004 — 2010
BA, Economics
Grant Thornton LLP September 2015 - Present
Mattress Firm May 2010 - January 2013
Principal Financial Group February 2013 - 2013
Skills
Series 7, Series 66
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2014 — 2015
Masters, Accounting
University of North Carolina at Chapel Hill 2004 — 2010
BA, Economics
Andrea Odefey's Principal Financial Group Experience February 2011 - Present
Job Senior Financial Accounting Analyst at Principal Financial Group
Industry Accounting
Experience
Principal Financial Group February 2011 - Present
Ernst & Young September 1999 - July 2010
Skills
Accounting, Financial Reporting
Education
University of Northern Iowa 1995 — 1999
BA Accounting
Principal Financial Group February 2011 - Present
Ernst & Young September 1999 - July 2010
Skills
Accounting, Financial Reporting
Education
University of Northern Iowa 1995 — 1999
BA Accounting
Martin Leonhardt's Principal Financial Group Experience 1995 - 1999
Job Outside Sales Representative
Industry Construction
Experience
Kinzler Construction Services March 2012 - Present
Principal Financial Group 1995 - 1999
Education
University of Northern Colorado 1971 — 1972
General
Abraham Lincoln High School 1970 — 1971
Spaulding High School 1968 — 1970
Upper Iowa University
Business Management, Business
Kinzler Construction Services March 2012 - Present
Principal Financial Group 1995 - 1999
Education
University of Northern Colorado 1971 — 1972
General
Abraham Lincoln High School 1970 — 1971
Spaulding High School 1968 — 1970
Upper Iowa University
Business Management, Business
Todd Hawbaker's Principal Financial Group Experience March 2011 - July 2012
Job Project Manager CORE at Wells Fargo Home Mortgage
Industry Financial Services
Experience
Wells Fargo Home Mortgage August 2013 - Present
Robert Half Technology February 2013 - August 2013
Principal Financial Group March 2011 - July 2012
Principal Financial Group June 2010 - March 2011
Principal Financial Group March 2000 - June 2010
Skills
SDLC, Business Requirements, COBOL, Business Analysis, JCL, DB2, CICS, Visio, Insurance, Waterfall, Mainframe, SharePoint, Requirements Analysis, Requirements Gathering, Process Improvement
Education
University of Northern Iowa 1989 — 1992
MIS, Management, Project Management, Computer Programming
Wells Fargo Home Mortgage August 2013 - Present
Robert Half Technology February 2013 - August 2013
Principal Financial Group March 2011 - July 2012
Principal Financial Group June 2010 - March 2011
Principal Financial Group March 2000 - June 2010
Skills
SDLC, Business Requirements, COBOL, Business Analysis, JCL, DB2, CICS, Visio, Insurance, Waterfall, Mainframe, SharePoint, Requirements Analysis, Requirements Gathering, Process Improvement
Education
University of Northern Iowa 1989 — 1992
MIS, Management, Project Management, Computer Programming
Kelsey Forsyth's Principal Financial Group Experience May 2012 - August 2012
Job Intern at Principal Financial Group
Industry Investment Management
Experience
Famous Footwear November 2009 - October 2012
Principal Financial Group May 2012 - August 2012
Education
University of Northern Iowa 2009 — 2013
Finance, Economics
Famous Footwear November 2009 - October 2012
Principal Financial Group May 2012 - August 2012
Education
University of Northern Iowa 2009 — 2013
Finance, Economics
Amanda Haugen's Principal Financial Group Experience January 2012 - Present
Job Training Advocate Emerging Market Segment
Industry Financial Services
Experience
Principal Financial Group January 2012 - Present
Principal Financial Group 2010 - 2011
Principal Financial Group 2007 - 2010
Nobbies 2006 - 2007
Skills
Customer Service, Team Building, Strategic Planning, Coaching, Mentoring, Event Planning, Microsoft Publisher, Microsoft OneNote, Consulting, Organization, PowerPoint
Education
University of Northern Iowa 2004 — 2006
Bachelor of Arts (BA), Marketing
Waldorf College 2002 — 2004
Associate of Arts (AA), Business/Commerce, General
Principal Financial Group January 2012 - Present
Principal Financial Group 2010 - 2011
Principal Financial Group 2007 - 2010
Nobbies 2006 - 2007
Skills
Customer Service, Team Building, Strategic Planning, Coaching, Mentoring, Event Planning, Microsoft Publisher, Microsoft OneNote, Consulting, Organization, PowerPoint
Education
University of Northern Iowa 2004 — 2006
Bachelor of Arts (BA), Marketing
Waldorf College 2002 — 2004
Associate of Arts (AA), Business/Commerce, General
Hunter Mills's Principal Financial Group Experience May 2014 - Present
Job intern at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group May 2014 - Present
Skills
Helping Clients
Education
University of North Carolina at Chapel Hill 2013 — 2017
Principal Financial Group May 2014 - Present
Skills
Helping Clients
Education
University of North Carolina at Chapel Hill 2013 — 2017
Amy Kling's Principal Financial Group Experience September 2006 - Present
Job IT Application Analyst Sr. at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group September 2006 - Present
Whirlpool Corporation May 1998 - September 2006
Skills
Business Analysis, SQL, Requirements Gathering, Requirements Analysis, SharePoint, SDLC, Portfolio Management, Equities, Investments, Mutual Funds, Fixed Income, Business Requirements, Microsoft SQL Server
Education
University of Northern Iowa 1994 — 1998
Bachelor's degree, Computer and Information Sciences
Newton High School 1990 — 1994
High school diploma
Principal Financial Group September 2006 - Present
Whirlpool Corporation May 1998 - September 2006
Skills
Business Analysis, SQL, Requirements Gathering, Requirements Analysis, SharePoint, SDLC, Portfolio Management, Equities, Investments, Mutual Funds, Fixed Income, Business Requirements, Microsoft SQL Server
Education
University of Northern Iowa 1994 — 1998
Bachelor's degree, Computer and Information Sciences
Newton High School 1990 — 1994
High school diploma
The Principal Financial Group
BTG Pactual
HuaTai Securities Co.,Ltd.
Guosen Securities
PFG
Principal Financial
Principle
Fubon Financial Holdings