Principal Financial Group
Industry: Financial investment management company
DescriptionThe Principal Financial Group is a global financial investment management and insurance company headquartered in Des Moines, Iowa. Headquarters: Des Moines, Iowa, United States CEO: Daniel Joseph Houston (18 Aug 2015–) Assets under management: 692.4 billion USD (2017) Subsidiaries: Principal Securities, Inc.,
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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
David Peyton David Peyton's Principal Financial Group Experience June 2013 - January 2014
Job Portfolio Analyst at Heartwood Investments
Industry Investment Management
Experience
Heartwood Investments December 2014 - Present
Heartwood Investments April 2014 - December 2014
Principal Financial Group June 2013 - January 2014
University of Northern Iowa Office of Business Operations January 2012 - March 2013
Education
University of Northern Iowa 2011 — 2014
Bachelor's degree, Finance
Heartwood Investments December 2014 - Present
Heartwood Investments April 2014 - December 2014
Principal Financial Group June 2013 - January 2014
University of Northern Iowa Office of Business Operations January 2012 - March 2013
Education
University of Northern Iowa 2011 — 2014
Bachelor's degree, Finance
Greg Kliegl, ChFC, FLMI Greg Kliegl, ChFC, FLMI's Principal Financial Group Experience May 2002 - Present
Job Princor Registered Representative/Financial Advisor at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group May 2002 - Present
Skills
Series 7, Series 66, Financial Needs Analysis, Wealth Management, Retirement Planning, College Education..., Estate Planning, Life Insurance, Income Protection, Long-term Care, Asset Allocation, Investments, IRAs, Variable Annuities, Fixed Annuities, Investment Advisory, 401k, Simple IRA, SEP IRA, Executive Benefit..., Buy-sell Agreements, Business Valuation, Business Continuity...
Education
University of Northern Iowa
Bachelor of Arts (BA), Business Administration and Management, General
Principal Financial Group May 2002 - Present
Skills
Series 7, Series 66, Financial Needs Analysis, Wealth Management, Retirement Planning, College Education..., Estate Planning, Life Insurance, Income Protection, Long-term Care, Asset Allocation, Investments, IRAs, Variable Annuities, Fixed Annuities, Investment Advisory, 401k, Simple IRA, SEP IRA, Executive Benefit..., Buy-sell Agreements, Business Valuation, Business Continuity...
Education
University of Northern Iowa
Bachelor of Arts (BA), Business Administration and Management, General
Cole Rolffs's Principal Financial Group Experience January 2012 - Present
Job Individual Investor Specialist II at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group January 2012 - Present
University of Northern Iowa September 2010 - May 2011
University of Northern Iowa September 2008 - May 2011
Pella Corporation May 2009 - August 2009
United McGill Corporation June 2008 - August 2008
Education
University of Northern Iowa 2009 — 2011
MA, Organizational Communication
University of Northern Iowa 2006 — 2009
BA, Communication Studies/Marketing
Principal Financial Group January 2012 - Present
University of Northern Iowa September 2010 - May 2011
University of Northern Iowa September 2008 - May 2011
Pella Corporation May 2009 - August 2009
United McGill Corporation June 2008 - August 2008
Education
University of Northern Iowa 2009 — 2011
MA, Organizational Communication
University of Northern Iowa 2006 — 2009
BA, Communication Studies/Marketing
Bridget Lechtenberg Bridget Lechtenberg's Principal Financial Group Experience January 2013 - Present
Job Portfolio Analyst at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group January 2013 - Present
Principal Financial Group May 2011 - December 2012
Principal Financial Group December 2006 - May 2011
Skills
Asset Management, Valuation, Asset Managment, Underwriting, Financial Analysis, Real Estate, Financial Modeling
Education
University of Northern Iowa 2002 — 2006
Finance, Real Estate
Principal Financial Group January 2013 - Present
Principal Financial Group May 2011 - December 2012
Principal Financial Group December 2006 - May 2011
Skills
Asset Management, Valuation, Asset Managment, Underwriting, Financial Analysis, Real Estate, Financial Modeling
Education
University of Northern Iowa 2002 — 2006
Finance, Real Estate
Brandie Blevins Brandie Blevins's Principal Financial Group Experience August 2015 - Present
Job Art Director at Lessing Flynn
Industry Marketing and Advertising
Experience
Principal Financial Group August 2015 - Present
Self Employed April 2014 - Present
Lessing-Flynn September 2014 - August 2015
AKC Marketing June 2011 - March 2014
Kuder, Inc. May 2005 - June 2011
Skills
Web Design, Logo Design, Advertising, PowerPoint, Graphic Design, Marketing Communications, Adobe Creative Suite, Graphics, InDesign, Illustrator, Event Planning, Event Management, Social Media Marketing, Corporate Identity, Dreamweaver, Social Media, Creative Direction
Education
University of Northern Iowa 2000 — 2004
BA, Graphic Communications, Marketing
Principal Financial Group August 2015 - Present
Self Employed April 2014 - Present
Lessing-Flynn September 2014 - August 2015
AKC Marketing June 2011 - March 2014
Kuder, Inc. May 2005 - June 2011
Skills
Web Design, Logo Design, Advertising, PowerPoint, Graphic Design, Marketing Communications, Adobe Creative Suite, Graphics, InDesign, Illustrator, Event Planning, Event Management, Social Media Marketing, Corporate Identity, Dreamweaver, Social Media, Creative Direction
Education
University of Northern Iowa 2000 — 2004
BA, Graphic Communications, Marketing
Jackie Pullen Jackie Pullen's Principal Financial Group Experience February 1999 - July 2002
Job Experienced finance and operations professional
Industry Information Technology and Services
Experience
Financial Strategy Consulting Co, LLC February 2014 - Present
Dice December 2007 - February 2014
Liberty Mutual Insurance August 2002 - December 2007
Principal Financial Group February 1999 - July 2002
Ernst & Young 1985 - 1990
Skills
Leadership, Organizational..., Organizational Structure, Accounting, Strategic Planning, Financial Analysis, Process Improvement, Financial Reporting, Sarbanes-Oxley Act, Team Building, Auditing, Mergers, Budgets, Employee Benefits, Payroll, Insurance, Forecasting, General Ledger, Project Management, Recruiting, Strategic Financial..., Analysis, Managerial Finance, Finance, Operations Management, Executive Management, Risk Management, Internal Controls, Mergers & Acquisitions, Start-ups, Due Diligence, Financial Planning
Education
University of Northern Iowa 1981 — 1985
BA, Accounting
Financial Strategy Consulting Co, LLC February 2014 - Present
Dice December 2007 - February 2014
Liberty Mutual Insurance August 2002 - December 2007
Principal Financial Group February 1999 - July 2002
Ernst & Young 1985 - 1990
Skills
Leadership, Organizational..., Organizational Structure, Accounting, Strategic Planning, Financial Analysis, Process Improvement, Financial Reporting, Sarbanes-Oxley Act, Team Building, Auditing, Mergers, Budgets, Employee Benefits, Payroll, Insurance, Forecasting, General Ledger, Project Management, Recruiting, Strategic Financial..., Analysis, Managerial Finance, Finance, Operations Management, Executive Management, Risk Management, Internal Controls, Mergers & Acquisitions, Start-ups, Due Diligence, Financial Planning
Education
University of Northern Iowa 1981 — 1985
BA, Accounting
Brian Hauser Brian Hauser's Principal Financial Group Experience 1994 - 1998
Job VP of Ag and Commercial Banking at MidWestOne Bank
Industry Financial Services
Experience
MidWestOne Bank June 2011 - Present
First State Bank of Lynnville and Sully 2004 - 2011
Green Belt Bank & Trust 1998 - 2004
Principal Financial Group 1994 - 1998
Skills
Mortgage Lending, Loans
Education
University of Northern Iowa 1990 — 1994
Bachelor of Arts (B.A.), Finance
MidWestOne Bank June 2011 - Present
First State Bank of Lynnville and Sully 2004 - 2011
Green Belt Bank & Trust 1998 - 2004
Principal Financial Group 1994 - 1998
Skills
Mortgage Lending, Loans
Education
University of Northern Iowa 1990 — 1994
Bachelor of Arts (B.A.), Finance
Christopher Kaiser Christopher Kaiser's Principal Financial Group Experience September 2000 - Present
Job Sr. Internal Wholesaler at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group September 2000 - Present
Skills
Series 7, Retirement, Mutual Funds, Fixed Annuities, Employee Benefits, Uniform Combined State..., Series 63, Retirement Planning, Asset Allocation, Investments, 401k, Investment Advisory, FINRA, Series 6, Pensions, Insurance, Financial Services, Retirement Plan...
Education
University of Northern Iowa
Bachelor of Arts (B.A.), Marketing, Sales & Advertising, International Business
Principal Financial Group September 2000 - Present
Skills
Series 7, Retirement, Mutual Funds, Fixed Annuities, Employee Benefits, Uniform Combined State..., Series 63, Retirement Planning, Asset Allocation, Investments, 401k, Investment Advisory, FINRA, Series 6, Pensions, Insurance, Financial Services, Retirement Plan...
Education
University of Northern Iowa
Bachelor of Arts (B.A.), Marketing, Sales & Advertising, International Business
Brett Ellerbroek's Principal Financial Group Experience May 2013 - August 2013
Job IT Database Analyst I at Principal Global Investors
Industry Information Technology and Services
Experience
Principal Global Investors May 2014 - Present
Principal Financial Group May 2013 - August 2013
Office Depot November 2009 - August 2010
Des Moines Golf and Country Club May 2008 - August 2008
Skills
Microsoft SQL Server, SQL Server Management..., Troubleshooting, Problem Solving, Databases, Powershell, SQL, T-SQL, Automation, Redgate Toolbelt, Business Intelligence..., SSIS, SSAS, SSRS, Windows Server, Windows 7, Virtual Desktop..., Mac OS, Active Directory, Group Policy, Microsoft Office
Education
University of Northern Iowa 2010 — 2014
Management Information Systems
Principal Global Investors May 2014 - Present
Principal Financial Group May 2013 - August 2013
Office Depot November 2009 - August 2010
Des Moines Golf and Country Club May 2008 - August 2008
Skills
Microsoft SQL Server, SQL Server Management..., Troubleshooting, Problem Solving, Databases, Powershell, SQL, T-SQL, Automation, Redgate Toolbelt, Business Intelligence..., SSIS, SSAS, SSRS, Windows Server, Windows 7, Virtual Desktop..., Mac OS, Active Directory, Group Policy, Microsoft Office
Education
University of Northern Iowa 2010 — 2014
Management Information Systems
Danny Crossett Danny Crossett's Principal Financial Group Experience July 1992 - Present
Job Retired IT System Analyst Principal Financial Group
Industry Financial Services
Experience
USAR Joint & Sepcial Troops Support Command March 2003 - Present
Principal Financial Group July 1992 - Present
Pamida July 1984 - April 1986
Pamida 1982 - July 1984
Skills
Store Management, Programming, Operating Systems..., Operating Systems, Visual Basic, Deployment, Windows, Problem Solving, Hardware, VBScript, Computer Hardware, Troubleshooting
Education
University of Northern Iowa 1990 — 1992
Bachelor of Arts, Management Information Systems
Caldwell County High School 1961 — 1967
None, General
USAR Joint & Sepcial Troops Support Command March 2003 - Present
Principal Financial Group July 1992 - Present
Pamida July 1984 - April 1986
Pamida 1982 - July 1984
Skills
Store Management, Programming, Operating Systems..., Operating Systems, Visual Basic, Deployment, Windows, Problem Solving, Hardware, VBScript, Computer Hardware, Troubleshooting
Education
University of Northern Iowa 1990 — 1992
Bachelor of Arts, Management Information Systems
Caldwell County High School 1961 — 1967
None, General
Cheryl Paine Cheryl Paine's Principal Financial Group Experience 2010 - May 2012
Job Principal Voluntary Benefits Operations at Mercer Voluntary Benefits
Industry Financial Services
Experience
Mercer Health & Benefits May 2012 - Present
Principal Financial Group 2010 - May 2012
Principal Financial Group 2006 - 2010
Principal Financial Group 2004 - 2006
Principal Financial Group 2003 - 2004
Skills
Six Sigma, Performance Improvement, Business Process..., Process Improvement, Leadership Development, Cross-functional Team..., Strategic Planning, Decision Making, Delivering Results, Employee Engagement, Management, Leadership
Education
University of Northern Iowa 1989 — 2004
Bachelor's degree, Elementary Education and Teaching
Mercer Health & Benefits May 2012 - Present
Principal Financial Group 2010 - May 2012
Principal Financial Group 2006 - 2010
Principal Financial Group 2004 - 2006
Principal Financial Group 2003 - 2004
Skills
Six Sigma, Performance Improvement, Business Process..., Process Improvement, Leadership Development, Cross-functional Team..., Strategic Planning, Decision Making, Delivering Results, Employee Engagement, Management, Leadership
Education
University of Northern Iowa 1989 — 2004
Bachelor's degree, Elementary Education and Teaching
Brendon Brauer Brendon Brauer's Principal Financial Group Experience May 2012 - August 2012
Job at Lil' Drug Store
Industry Consumer Goods
Experience
Lil' Drug Store Products June 2015 - Present
Burke Corporation September 2014 - Present
Two Rivers Certified Tender (BPI) May 2013 - September 2014
Pi Sigma Epsilon 2013 - 2013
Sales Competition 2013 - 2013
Principal Financial Group May 2012 - August 2012
CliftonLarsonAllen January 2012 - June 2012
Casey's General Stores/Casey's Advertising January 2010 - August 2011
Skills
Accounting, Auditing, Analysis, Financial Analysis, Sales, Customer Service, CPA, Microsoft Office, Microsoft Excel, Internal Controls, Microsoft Word, Finance, Teamwork, Time Management, Access, Leadership, PowerPoint
Education
University of Northern Iowa 2009 — 2013
BS, Accounting, Senior
Lil' Drug Store Products June 2015 - Present
Burke Corporation September 2014 - Present
Two Rivers Certified Tender (BPI) May 2013 - September 2014
Pi Sigma Epsilon 2013 - 2013
Sales Competition 2013 - 2013
Principal Financial Group May 2012 - August 2012
CliftonLarsonAllen January 2012 - June 2012
Casey's General Stores/Casey's Advertising January 2010 - August 2011
Skills
Accounting, Auditing, Analysis, Financial Analysis, Sales, Customer Service, CPA, Microsoft Office, Microsoft Excel, Internal Controls, Microsoft Word, Finance, Teamwork, Time Management, Access, Leadership, PowerPoint
Education
University of Northern Iowa 2009 — 2013
BS, Accounting, Senior
Cindy Judas Cindy Judas's Principal Financial Group Experience September 2012 - Present
Job Financial Advisor Assistant at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group September 2012 - Present
Anytime Fitness September 2009 - May 2014
DMACC January 2004 - May 2009
Beverage Distributors of Iowa November 1993 - October 2002
Skills
Microsoft Office, Microsoft Word, PowerPoint, Fitness Training, Customer Service, Fitness Consulting, Marketing
Education
University of Northern Iowa
Bachelor of Arts (B.A.), Marketing
Principal Financial Group September 2012 - Present
Anytime Fitness September 2009 - May 2014
DMACC January 2004 - May 2009
Beverage Distributors of Iowa November 1993 - October 2002
Skills
Microsoft Office, Microsoft Word, PowerPoint, Fitness Training, Customer Service, Fitness Consulting, Marketing
Education
University of Northern Iowa
Bachelor of Arts (B.A.), Marketing
Denyce Wingert Denyce Wingert's Principal Financial Group Experience
Job Senior Education Strategist at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group
Skills
Retirement, 401k, Employee Benefits, Series 7
Education
University of Northern Iowa 1985 — 1989
Bacherlor degree in Public Relations & Communications, Minor in Business
Principal Financial Group
Skills
Retirement, 401k, Employee Benefits, Series 7
Education
University of Northern Iowa 1985 — 1989
Bacherlor degree in Public Relations & Communications, Minor in Business
Dan Blevins Dan Blevins's Principal Financial Group Experience January 2014 - Present
Job Sr Client Transition Manager at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group January 2014 - Present
Principal Financial Group April 2001 - January 2014
Skills
Manage Client..., Pensions, Defined Benefit, 401k, Defined Contribution, Retirement, Mutual Funds, Deferred Compensation, 403 b, ESOP, General Awesomeness, Humor, Hardwork, Finance
Education
University of Northern Iowa 1999 — 2003
Bachelor of Arts (BA), Finance, General
Principal Financial Group January 2014 - Present
Principal Financial Group April 2001 - January 2014
Skills
Manage Client..., Pensions, Defined Benefit, 401k, Defined Contribution, Retirement, Mutual Funds, Deferred Compensation, 403 b, ESOP, General Awesomeness, Humor, Hardwork, Finance
Education
University of Northern Iowa 1999 — 2003
Bachelor of Arts (BA), Finance, General
Dane Thompson Dane Thompson's Principal Financial Group Experience June 2014 - Present
Job Individual Investment Specialist at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group June 2014 - Present
The Other Place July 2013 - June 2014
The Other Place July 2011 - July 2013
University of Northern Iowa Baseball Club May 2010 - May 2012
Advanced Heat Treat Waterloo, Iowa August 2008 - June 2009
Skills
Customer Satisfaction, Customer Service, Social Media Marketing, Time Management, Leadership, Advertising, Customer Retention, Marketing Strategy, Sales, Social Networking, Social Media, Coaching, Team Building
Education
University of Northern Iowa 2008 — 2012
Bachelor of Arts (B.A.), Business Administration and Management, General
Principal Financial Group June 2014 - Present
The Other Place July 2013 - June 2014
The Other Place July 2011 - July 2013
University of Northern Iowa Baseball Club May 2010 - May 2012
Advanced Heat Treat Waterloo, Iowa August 2008 - June 2009
Skills
Customer Satisfaction, Customer Service, Social Media Marketing, Time Management, Leadership, Advertising, Customer Retention, Marketing Strategy, Sales, Social Networking, Social Media, Coaching, Team Building
Education
University of Northern Iowa 2008 — 2012
Bachelor of Arts (B.A.), Business Administration and Management, General
Clint Stuntz Clint Stuntz's Principal Financial Group Experience November 2014 - Present
Job Project Manager at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group November 2014 - Present
Principal Financial Group April 2010 - November 2014
Aerotek Professional Services February 2008 - April 2010
Wells Fargo Financial October 2007 - February 2008
Enterprise Rent-A-Car May 2006 - July 2007
Skills
Recruiting, Sourcing, Sales
Education
University of Northern Iowa 2001 — 2005
Bachelor's Degree, Marketing
Principal Financial Group November 2014 - Present
Principal Financial Group April 2010 - November 2014
Aerotek Professional Services February 2008 - April 2010
Wells Fargo Financial October 2007 - February 2008
Enterprise Rent-A-Car May 2006 - July 2007
Skills
Recruiting, Sourcing, Sales
Education
University of Northern Iowa 2001 — 2005
Bachelor's Degree, Marketing
Brandon Sauerbrei Brandon Sauerbrei's Principal Financial Group Experience December 2013 - Present
Job Internal Wholesaler for Cleveland at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group December 2013 - Present
Principal Financial Group 2013 - 2013
Skills
401k, Series 63, Asset Allocation, Fixed Annuities, Series 6, Securities, Investment Advisory, Disability Insurance, Pensions, Asset Management, IRAs, Relationship Management
Education
University of Northern Iowa 2000 — 2004
Bachelor of Science (BS), Finance, General
Wapsie Valley High School 1996 — 2000
Principal Financial Group December 2013 - Present
Principal Financial Group 2013 - 2013
Skills
401k, Series 63, Asset Allocation, Fixed Annuities, Series 6, Securities, Investment Advisory, Disability Insurance, Pensions, Asset Management, IRAs, Relationship Management
Education
University of Northern Iowa 2000 — 2004
Bachelor of Science (BS), Finance, General
Wapsie Valley High School 1996 — 2000
Bethany Schellhorn Bethany Schellhorn's Principal Financial Group Experience September 1998 - Present
Job Sr. Administrative Coordinator
Industry Investment Management
Experience
Principal Financial Group September 1998 - Present
Education
University of Northern Iowa 2000 — 2003
Bachelor of Arts (B.A.), Elementary Education and Teaching
Principal Financial Group September 1998 - Present
Education
University of Northern Iowa 2000 — 2003
Bachelor of Arts (B.A.), Elementary Education and Teaching
Charmi Geerdes Charmi Geerdes's Principal Financial Group Experience July 2011 - June 2012
Job Application Analyst at Mary Greeley Medical Center
Industry Financial Services
Experience
Mary Greeley Medical Center November 2012 - Present
Wellmark July 2012 - November 2012
Principal Financial Group July 2011 - June 2012
Principal Financial Group July 2010 - June 2012
Principal Financial Group March 2009 - July 2010
Principal Financial Group May 2007 - March 2009
Principal Financial Group January 2005 - May 2007
Skills
Primavera, Business Objects, Microsoft Office, Business Planning, Workflow Analysis, SharePoint, Process Improvement, Leadership, Health Insurance, Insurance, Management, Analysis, Project Management, Access, Risk Management, Business Analysis, Vendor Management, Problem Solving, Business Requirements
Education
University of Northern Iowa 1993 — 1997
BA, Spanish, Business Concepts, International Affairs
Mary Greeley Medical Center November 2012 - Present
Wellmark July 2012 - November 2012
Principal Financial Group July 2011 - June 2012
Principal Financial Group July 2010 - June 2012
Principal Financial Group March 2009 - July 2010
Principal Financial Group May 2007 - March 2009
Principal Financial Group January 2005 - May 2007
Skills
Primavera, Business Objects, Microsoft Office, Business Planning, Workflow Analysis, SharePoint, Process Improvement, Leadership, Health Insurance, Insurance, Management, Analysis, Project Management, Access, Risk Management, Business Analysis, Vendor Management, Problem Solving, Business Requirements
Education
University of Northern Iowa 1993 — 1997
BA, Spanish, Business Concepts, International Affairs
Donna Callahan Donna Callahan's Principal Financial Group Experience March 2015 - Present
Job Assistant Director Operational Excellence at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group March 2015 - Present
Principal Financial Group June 2011 - March 2015
Principal Financial Group April 2004 - June 2011
Principal Financial Group September 2000 - April 2004
Principal Financial Group March 1995 - September 2000
American Graphics Service 1991 - 1995
Skills
Marketing Communications, Strategic Communications, Management, Marketing Strategy, Marketing, Retirement, Internal Communications, Integrated Marketing, Corporate Communications, Social Media, Direct Marketing, Budgets, Sales, Strategic Planning, Email Marketing
Education
University of Northern Iowa
University of Northern Iowa
Principal Financial Group March 2015 - Present
Principal Financial Group June 2011 - March 2015
Principal Financial Group April 2004 - June 2011
Principal Financial Group September 2000 - April 2004
Principal Financial Group March 1995 - September 2000
American Graphics Service 1991 - 1995
Skills
Marketing Communications, Strategic Communications, Management, Marketing Strategy, Marketing, Retirement, Internal Communications, Integrated Marketing, Corporate Communications, Social Media, Direct Marketing, Budgets, Sales, Strategic Planning, Email Marketing
Education
University of Northern Iowa
University of Northern Iowa
Carolyn Dull Carolyn Dull's Principal Financial Group Experience August 1992 - June 1995
Job Owner, USAFAEDU
Industry Information Technology and Services
Experience
USAFAEDU July 1995 - Present
Principal Financial Group August 1992 - June 1995
Skills
Microsoft SQL Server, SharePoint, Web Services, C#, Visual Studio, Microsoft Office..., Research, Military, Leadership, XML, Process Improvement, Project Management, Disaster Recovery, Requirements Analysis, Microsoft Office, IT Management, ASP.NET, Agile Methodologies, JavaScript, Networking, TFS, Software Development, Business Intelligence, Scrum, DoD, .NET, HTML, Strategic Planning, Security Clearance, Application Architecture, Integration, Software Project..., Business Process
Education
University of Northern Iowa 1989 — 1992
USAFAEDU July 1995 - Present
Principal Financial Group August 1992 - June 1995
Skills
Microsoft SQL Server, SharePoint, Web Services, C#, Visual Studio, Microsoft Office..., Research, Military, Leadership, XML, Process Improvement, Project Management, Disaster Recovery, Requirements Analysis, Microsoft Office, IT Management, ASP.NET, Agile Methodologies, JavaScript, Networking, TFS, Software Development, Business Intelligence, Scrum, DoD, .NET, HTML, Strategic Planning, Security Clearance, Application Architecture, Integration, Software Project..., Business Process
Education
University of Northern Iowa 1989 — 1992
Chad Cunningham Chad Cunningham's Principal Financial Group Experience June 2003 - September 2009
Job Regional VP, Living Benefits Development at Munich American Reassurance Company
Industry Insurance
Experience
Munich American Reassurance Company July 2014 - Present
Munich American Reassurance Company September 2009 - July 2014
Principal Financial Group June 2003 - September 2009
Assurant Employee Benefits July 1997 - July 2003
Skills
Disability Insurance, Claim, Insurance, Claims Management, Reinsurance, General Insurance
Education
University of Northern Iowa 1991 — 1995
Bachelor of Arts (B.A.), Business Administration and Management, General
Munich American Reassurance Company July 2014 - Present
Munich American Reassurance Company September 2009 - July 2014
Principal Financial Group June 2003 - September 2009
Assurant Employee Benefits July 1997 - July 2003
Skills
Disability Insurance, Claim, Insurance, Claims Management, Reinsurance, General Insurance
Education
University of Northern Iowa 1991 — 1995
Bachelor of Arts (B.A.), Business Administration and Management, General
Cullen Wolf Cullen Wolf's Principal Financial Group Experience May 2006 - December 2009
Job Client Operations Specialist at Principal Global Investors
Industry Investment Management
Experience
Principal Global Investors January 2010 - Present
Principal Financial Group May 2006 - December 2009
Education
University of Northern Iowa 2002 — 2006
Bachelor's degree, Business Administration and Management, General
Principal Global Investors January 2010 - Present
Principal Financial Group May 2006 - December 2009
Education
University of Northern Iowa 2002 — 2006
Bachelor's degree, Business Administration and Management, General
Doug Lourens Doug Lourens's Principal Financial Group Experience 2001 - Present
Job Senior Actuary Financial at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group 2001 - Present
ING U.S. 1996 - 2001
Equitable of Iowa Cos. 1986 - 1996
Education
University of Northern Iowa 1978 — 1982
BA, Mathematics
Principal Financial Group 2001 - Present
ING U.S. 1996 - 2001
Equitable of Iowa Cos. 1986 - 1996
Education
University of Northern Iowa 1978 — 1982
BA, Mathematics
Jamie Bachman Jamie Bachman's Principal Financial Group Experience 2012 - Present
Job National Director of Development at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group 2012 - Present
West End Architectural Salvage 2009 - Present
Principal Financial Group 2009 - May 2012
Principal Financial Group April 2007 - December 2008
Principal Financial Group September 2000 - March 2007
Principal Financial Group April 1997 - September 2000
Principal Financial Group October 1993 - March 1997
Dun & Bradstreet May 1992 - October 1993
Education
University of Northern Iowa 1987 — 1992
Bachelor of Arts (BA), Liberal Arts
Principal Financial Group 2012 - Present
West End Architectural Salvage 2009 - Present
Principal Financial Group 2009 - May 2012
Principal Financial Group April 2007 - December 2008
Principal Financial Group September 2000 - March 2007
Principal Financial Group April 1997 - September 2000
Principal Financial Group October 1993 - March 1997
Dun & Bradstreet May 1992 - October 1993
Education
University of Northern Iowa 1987 — 1992
Bachelor of Arts (BA), Liberal Arts
Courtney Bauman's Principal Financial Group Experience September 2010 - March 2012
Job Logistics at TexPar Energy LLC
Industry Oil & Energy
Experience
TexPar Energy LLC May 2013 - Present
Mathy Construction Company March 2012 - May 2013
Principal Financial Group September 2010 - March 2012
Wells Fargo June 2010 - September 2010
American Financial Management Ltd May 2008 - May 2010
Skills
Customer Service, Microsoft Excel, Budgets, Investments, 401k, Loans, Analysis, Account Management, Leadership, Sales, Team Building, Sales Management, Management, Spreadsheets, Logistics, Dispatching, Reporting & Analysis
Education
University of Northern Iowa 2005 — 2010
Bachelor of Arts (B.A.), Finance and Financial Management Services
TexPar Energy LLC May 2013 - Present
Mathy Construction Company March 2012 - May 2013
Principal Financial Group September 2010 - March 2012
Wells Fargo June 2010 - September 2010
American Financial Management Ltd May 2008 - May 2010
Skills
Customer Service, Microsoft Excel, Budgets, Investments, 401k, Loans, Analysis, Account Management, Leadership, Sales, Team Building, Sales Management, Management, Spreadsheets, Logistics, Dispatching, Reporting & Analysis
Education
University of Northern Iowa 2005 — 2010
Bachelor of Arts (B.A.), Finance and Financial Management Services
Hannah Olson Hannah Olson's Principal Financial Group Experience May 2011 - August 2011
Job Assurance Associate at EY
Industry Accounting
Experience
EY September 2013 - Present
University of Northern Iowa August 2012 - December 2012
Ernst & Young January 2012 - March 2012
Principal Financial Group May 2011 - August 2011
Skills
Financial Accounting, Accounting, Sarbanes-Oxley Act, Internal Controls, Financial Reporting, Corporate Tax, CPA, Assurance, Auditing, GAAP, External Audit
Education
University of Northern Iowa 2012 — 2013
Master's degree, Accounting
University of Northern Iowa 2008 — 2012
Bachelor's degree, Accounting
EY September 2013 - Present
University of Northern Iowa August 2012 - December 2012
Ernst & Young January 2012 - March 2012
Principal Financial Group May 2011 - August 2011
Skills
Financial Accounting, Accounting, Sarbanes-Oxley Act, Internal Controls, Financial Reporting, Corporate Tax, CPA, Assurance, Auditing, GAAP, External Audit
Education
University of Northern Iowa 2012 — 2013
Master's degree, Accounting
University of Northern Iowa 2008 — 2012
Bachelor's degree, Accounting
Ben Garrett Ben Garrett's Principal Financial Group Experience May 2004 - December 2009
Job Sales Associate Brokerage Services at Knapp Properties, Inc.
Industry Real Estate
Experience
Knapp Properties, Inc. September 2014 - Present
Wells Fargo January 2014 - September 2014
American Equity December 2009 - 2013
Principal Financial Group May 2004 - December 2009
Skills
Investments, Financial Analysis, Real Estate, Underwriting, Fixed Annuities, Life Insurance, Mortgage Lending, Loans, Insurance, Credit Analysis, Strategic Financial..., Credit, Portfolio Management, Disposition, Asset Management, Commercial Mortgages, REO, Valuation
Education
University of Northern Iowa 1999 — 2004
BA, Finance and Real Estate
Knapp Properties, Inc. September 2014 - Present
Wells Fargo January 2014 - September 2014
American Equity December 2009 - 2013
Principal Financial Group May 2004 - December 2009
Skills
Investments, Financial Analysis, Real Estate, Underwriting, Fixed Annuities, Life Insurance, Mortgage Lending, Loans, Insurance, Credit Analysis, Strategic Financial..., Credit, Portfolio Management, Disposition, Asset Management, Commercial Mortgages, REO, Valuation
Education
University of Northern Iowa 1999 — 2004
BA, Finance and Real Estate
James Kane, AAPA, CRPC James Kane, AAPA, CRPC's Principal Financial Group Experience December 2007 - December 2011
Job Internal Wholesaler at Sammons Retirement Solutions
Industry Financial Services
Experience
Sammons Retirement Solutions December 2011 - Present
Principal Financial Group December 2007 - December 2011
Iowa Bankers Insurance and Services April 2007 - November 2007
Bank of the West April 2005 - April 2007
American Equity Investment Life Insurance Company September 2001 - April 2005
Hawkeye Brokerage Center September 2000 - September 2001
Delta Life and Annuity April 1998 - September 2000
Skills
Retirement, Life & Health Insurance..., Series 6, Series 63, CRPC, AAPA, Institutional Sales, Annuity Sales, Banking, Internal Wholesaler, Marketing Support, Coaching, Sales, Securities, 401k, New Business Development, Mutual Funds, Employee Benefits, Life Insurance
Education
University of Northern Iowa 1993 — 1997
BA, Finance
Emmetsburg High School 1989 — 1993
Sammons Retirement Solutions December 2011 - Present
Principal Financial Group December 2007 - December 2011
Iowa Bankers Insurance and Services April 2007 - November 2007
Bank of the West April 2005 - April 2007
American Equity Investment Life Insurance Company September 2001 - April 2005
Hawkeye Brokerage Center September 2000 - September 2001
Delta Life and Annuity April 1998 - September 2000
Skills
Retirement, Life & Health Insurance..., Series 6, Series 63, CRPC, AAPA, Institutional Sales, Annuity Sales, Banking, Internal Wholesaler, Marketing Support, Coaching, Sales, Securities, 401k, New Business Development, Mutual Funds, Employee Benefits, Life Insurance
Education
University of Northern Iowa 1993 — 1997
BA, Finance
Emmetsburg High School 1989 — 1993
Erin Conrad Erin Conrad's Principal Financial Group Experience March 2013 - Present
Job Associate Actuary Variable Annuity Team at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group March 2013 - Present
Principal Financial Group October 2011 - March 2013
Principal Financial Group March 2011 - October 2011
Principal Financial Group August 2010 - March 2011
Principal Financial Group March 2010 - August 2010
Principal Financial Group June 2008 - March 2010
Heartwood Investments January 2008 - May 2008
University of Northern Iowa Department of Residence August 2005 - May 2008
University of Northern Iowa Information Technology Services August 2005 - December 2007
Travelers May 2007 - August 2007
Skills
Analysis, Employee Benefits, Life Insurance, Microsoft Office, Access, Public Speaking
Education
University of Northern Iowa 2004 — 2008
Bachelor of Arts, Mathematics - Statistics & Actuarial Science, General Business Concepts
Eddyville Blakesburg High School 2000 — 2004
Principal Financial Group March 2013 - Present
Principal Financial Group October 2011 - March 2013
Principal Financial Group March 2011 - October 2011
Principal Financial Group August 2010 - March 2011
Principal Financial Group March 2010 - August 2010
Principal Financial Group June 2008 - March 2010
Heartwood Investments January 2008 - May 2008
University of Northern Iowa Department of Residence August 2005 - May 2008
University of Northern Iowa Information Technology Services August 2005 - December 2007
Travelers May 2007 - August 2007
Skills
Analysis, Employee Benefits, Life Insurance, Microsoft Office, Access, Public Speaking
Education
University of Northern Iowa 2004 — 2008
Bachelor of Arts, Mathematics - Statistics & Actuarial Science, General Business Concepts
Eddyville Blakesburg High School 2000 — 2004
Chandra Wichhart Chandra Wichhart's Principal Financial Group Experience June 2015 - Present
Job Principal Finacial Group
Industry Human Resources
Experience
Principal Financial Group June 2015 - Present
Principal Financial Group March 2014 - May 2015
Palmer Group September 2010 - March 2014
Next Generation Wireless August 2008 - May 2010
Skills
Human Resources, Recruiting, Applicant Tracking..., Management, Sales, Customer Service, College Recruiting, Marketing, Talent Acquisition, Cold Calling
Education
University of Northern Iowa 2006 — 2010
Bachelor's, Health Promotion
Principal Financial Group June 2015 - Present
Principal Financial Group March 2014 - May 2015
Palmer Group September 2010 - March 2014
Next Generation Wireless August 2008 - May 2010
Skills
Human Resources, Recruiting, Applicant Tracking..., Management, Sales, Customer Service, College Recruiting, Marketing, Talent Acquisition, Cold Calling
Education
University of Northern Iowa 2006 — 2010
Bachelor's, Health Promotion
Emily Eckman Emily Eckman's Principal Financial Group Experience July 2012 - Present
Job Director IT at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group July 2012 - Present
Principal Financial Group March 2004 - August 2012
Principal Financial Group June 1994 - March 2004
Skills
ITIL, Management, Leadership, Vendor Management, IT Strategy, Process Improvement, Disaster Recovery
Education
University of Northern Iowa 1990 — 1994
Bachelor's degree, Mathematics
Principal Financial Group July 2012 - Present
Principal Financial Group March 2004 - August 2012
Principal Financial Group June 1994 - March 2004
Skills
ITIL, Management, Leadership, Vendor Management, IT Strategy, Process Improvement, Disaster Recovery
Education
University of Northern Iowa 1990 — 1994
Bachelor's degree, Mathematics
Chris Crom Chris Crom's Principal Financial Group Experience October 2011 - Present
Job Relationship Manager Client Services at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group October 2011 - Present
Principal Financial Group April 2006 - September 2011
Principal Financial Group September 2004 - March 2006
Skills
401k, Retirement, Retirement Planning
Education
University of Northern Iowa 1994 — 1996
Bachelor of Arts (BA), Marketing
University of Northern Iowa 1994 — 1996
Bachelor's degree, Marketing
Principal Financial Group October 2011 - Present
Principal Financial Group April 2006 - September 2011
Principal Financial Group September 2004 - March 2006
Skills
401k, Retirement, Retirement Planning
Education
University of Northern Iowa 1994 — 1996
Bachelor of Arts (BA), Marketing
University of Northern Iowa 1994 — 1996
Bachelor's degree, Marketing
Brittany Boston Brittany Boston's Principal Financial Group Experience August 2015 - Present
Job Group Field Support Specialist at Principal Financial Group
Industry Public Relations and Communications
Experience
Principal Financial Group August 2015 - Present
The Respite Connection February 2009 - Present
Principal Financial Group July 2015 - August 2015
Shelter Insurance Companies October 2014 - April 2015
Skills
Social Networking, Customer Service, Marketing, Social Media, Sales, Public Relations, Teamwork, Facebook, Leadership, Time Management
Education
University of Northern Iowa 2012 — 2015
Public Relations and Marketing
Principal Financial Group August 2015 - Present
The Respite Connection February 2009 - Present
Principal Financial Group July 2015 - August 2015
Shelter Insurance Companies October 2014 - April 2015
Skills
Social Networking, Customer Service, Marketing, Social Media, Sales, Public Relations, Teamwork, Facebook, Leadership, Time Management
Education
University of Northern Iowa 2012 — 2015
Public Relations and Marketing
David Nanke David Nanke's Principal Financial Group Experience July 1995 - September 1999
Job Assistant Manager, Financial Reporting at Transamerica Life Insurance Company
Industry Insurance
Experience
Transamerica Life Insurance Company November 2001 - Present
McGladrey & Pullen October 1999 - October 2001
Principal Financial Group July 1995 - September 1999
Skills
Accounting, Auditing, SOX, Insurance, Excel, Financial Reporting, Tax, Forecasting, Budgeting, Word, General Ledger, IFRS, GAAP, Financial Analysis, Financial Accounting, US GAAP, Budgets, Microsoft Excel, Internal Audit
Education
University of Northern Iowa 1990 — 1993
BA, Accounting
Monticello
Transamerica Life Insurance Company November 2001 - Present
McGladrey & Pullen October 1999 - October 2001
Principal Financial Group July 1995 - September 1999
Skills
Accounting, Auditing, SOX, Insurance, Excel, Financial Reporting, Tax, Forecasting, Budgeting, Word, General Ledger, IFRS, GAAP, Financial Analysis, Financial Accounting, US GAAP, Budgets, Microsoft Excel, Internal Audit
Education
University of Northern Iowa 1990 — 1993
BA, Accounting
Monticello
Breck Smith's Principal Financial Group Experience April 2013 - Present
Job Claims Examiner at Principal Financial Group
Industry Insurance
Experience
Principal Financial Group April 2013 - Present
Wheaton Franciscan Healthcare August 2012 - December 2012
Quality Pork Processors, Inc. May 2012 - August 2012
The Bon Ton Stores Inc. September 2011 - May 2012
L.R. Falk Contruction April 2007 - May 2012
North Iowa Area Community College October 2008 - April 2009
Skills
Marketing Communications, Public Relations, Creative Writing, Technical Writing, Social Media, Organizational..., Marketing, Editing, Time Management, Microsoft Word, Newsletters, Sales, InDesign, PowerPoint
Education
University of Northern Iowa 2011 — 2012
Bachelor's degree, Public Relations
Principal Financial Group April 2013 - Present
Wheaton Franciscan Healthcare August 2012 - December 2012
Quality Pork Processors, Inc. May 2012 - August 2012
The Bon Ton Stores Inc. September 2011 - May 2012
L.R. Falk Contruction April 2007 - May 2012
North Iowa Area Community College October 2008 - April 2009
Skills
Marketing Communications, Public Relations, Creative Writing, Technical Writing, Social Media, Organizational..., Marketing, Editing, Time Management, Microsoft Word, Newsletters, Sales, InDesign, PowerPoint
Education
University of Northern Iowa 2011 — 2012
Bachelor's degree, Public Relations
Chris Smith Chris Smith's Principal Financial Group Experience 1999 - 2003
Job Account Manager at Aerotek
Industry Staffing and Recruiting
Experience
Aerotek National Accounts UnderwriterPrincipal Financial GroupNovember 1999 - April 2003
Principal Financial Group 1999 - 2003
Principal 1999 - 2003
Education
University of Northern Iowa 1995 — 1998
BA, Education
North Iowa Area Community College 1993 — 1995
AA, General
North Iowa High School 1989 — 1993
Diploma, General
Aerotek National Accounts UnderwriterPrincipal Financial GroupNovember 1999 - April 2003
Principal Financial Group 1999 - 2003
Principal 1999 - 2003
Education
University of Northern Iowa 1995 — 1998
BA, Education
North Iowa Area Community College 1993 — 1995
AA, General
North Iowa High School 1989 — 1993
Diploma, General
Francis R. Luzum Francis R. Luzum's Principal Financial Group Experience March 2013 - July 2014
Job Asset Management Analyst at Principal Global Investors
Industry Commercial Real Estate
Experience
Principal Real Estate Investors July 2014 - Present
Principal Financial Group March 2013 - July 2014
Principal Global Investors May 2012 - March 2013
Education
University of Northern Iowa 2008 — 2012
Bachelor of Arts (B.A.), Mathematics, Economics
Principal Real Estate Investors July 2014 - Present
Principal Financial Group March 2013 - July 2014
Principal Global Investors May 2012 - March 2013
Education
University of Northern Iowa 2008 — 2012
Bachelor of Arts (B.A.), Mathematics, Economics
Dave Wehrman Dave Wehrman's Principal Financial Group Experience May 1992 - February 1998
Job Consultant, IT Development at Nationwide Insurance
Industry Insurance
Experience
Allied Insurance February 1998 - Present
Principal Financial Group May 1992 - February 1998
Skills
COBOL, Insurance, SQL, Business Analysis, Analysis, Process Improvement, DB2, JCL, Mainframe
Education
University of Northern Iowa 1987 — 1992
BA, Accounting
Allied Insurance February 1998 - Present
Principal Financial Group May 1992 - February 1998
Skills
COBOL, Insurance, SQL, Business Analysis, Analysis, Process Improvement, DB2, JCL, Mainframe
Education
University of Northern Iowa 1987 — 1992
BA, Accounting
Debra Neff Debra Neff's Principal Financial Group Experience December 2003 - May 2009
Job Executive Assistant at Athene USA
Industry Insurance
Experience
Athene USA January 2010 - Present
Principal Financial Group December 2003 - May 2009
Qwest Communications 2000 - 2003
Skills
Leadership, Outlook, Insurance, Vendor Management, Customer Service, Event Management, Life Insurance, SharePoint, Visio, Employee Benefits, Budgets, Marketing
Education
University of Northern Iowa 1990 — 1992
BA, English/Secondary Education, Speech, Theater
High School 1982 — 1985
Athene USA January 2010 - Present
Principal Financial Group December 2003 - May 2009
Qwest Communications 2000 - 2003
Skills
Leadership, Outlook, Insurance, Vendor Management, Customer Service, Event Management, Life Insurance, SharePoint, Visio, Employee Benefits, Budgets, Marketing
Education
University of Northern Iowa 1990 — 1992
BA, English/Secondary Education, Speech, Theater
High School 1982 — 1985
Daniel Hoover, CTP Daniel Hoover, CTP's Principal Financial Group Experience June 2006 - August 2014
Job Sr Treasury Specialist at Farm Bureau Financial Services
Industry Financial Services
Experience
Farm Bureau Financial Services August 2014 - Present
Principal Financial Group June 2006 - August 2014
Skills
Cash Management, Bonds, Banking, Funding, Credit Risk, Payments, Cash Flow Forecasting, Risk Management, Treasury, Securities, Financial Services, Strategic Financial..., Cash Flow, Financial Analysis, FX Options, Investments, Portfolio Management
Education
University of Northern Iowa 2002 — 2006
BA, Finance
University of Northern Iowa 2002 — 2006
Minor, Accounting
Farm Bureau Financial Services August 2014 - Present
Principal Financial Group June 2006 - August 2014
Skills
Cash Management, Bonds, Banking, Funding, Credit Risk, Payments, Cash Flow Forecasting, Risk Management, Treasury, Securities, Financial Services, Strategic Financial..., Cash Flow, Financial Analysis, FX Options, Investments, Portfolio Management
Education
University of Northern Iowa 2002 — 2006
BA, Finance
University of Northern Iowa 2002 — 2006
Minor, Accounting
Corrie Feldotto Corrie Feldotto's Principal Financial Group Experience January 2006 - July 2011
Job Financial Service Rep, Investment Advisor Rep at MetLife
Industry Financial Services
Experience
MetLife April 2013 - Present
MetLife August 2011 - April 2013
Principal Financial Group January 2006 - July 2011
Principal Financial Group January 2003 - January 2006
Principal Financial Group April 1997 - December 2002
Education
University of Northern Iowa 1987 — 1991
BA, Public Administration
MetLife April 2013 - Present
MetLife August 2011 - April 2013
Principal Financial Group January 2006 - July 2011
Principal Financial Group January 2003 - January 2006
Principal Financial Group April 1997 - December 2002
Education
University of Northern Iowa 1987 — 1991
BA, Public Administration
Gary Dvorak's Principal Financial Group Experience January 1989 - Present
Job Sr. Pension Consultant at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group January 1989 - Present
Skills
Retirement, Defined Benefit, Retirement Planning, Compliance, Consulting, 401k, Safe Harbor, Governance, Retirement Readiness, Mergers & Acquisitions, ERISA, Profit Sharing
Education
University of Northern Iowa 1985 — 1988
Bachelor of Arts (BA), Management, Finance emphasis
Principal Financial Group January 1989 - Present
Skills
Retirement, Defined Benefit, Retirement Planning, Compliance, Consulting, 401k, Safe Harbor, Governance, Retirement Readiness, Mergers & Acquisitions, ERISA, Profit Sharing
Education
University of Northern Iowa 1985 — 1988
Bachelor of Arts (BA), Management, Finance emphasis
Gary Scholten's Principal Financial Group Experience November 2002 - Present
Job SVP & Chief Information Officer at Principal Financial Group
Industry Financial Services
Experience
Technology Association of Iowa 2006 - Present
Principal Financial Group November 2002 - Present
Principal Financial Group November 2002 - Present
Skills
Vendor Management, Strategy, IT Strategy, SDLC, Process Improvement, Business Analysis, Enterprise Architecture
Education
University of Northern Iowa 1976 — 1980
Technology Association of Iowa 2006 - Present
Principal Financial Group November 2002 - Present
Principal Financial Group November 2002 - Present
Skills
Vendor Management, Strategy, IT Strategy, SDLC, Process Improvement, Business Analysis, Enterprise Architecture
Education
University of Northern Iowa 1976 — 1980
Greg McWilliams's Principal Financial Group Experience June 1988 - May 2000
Job Senior Vice President at Wells Fargo
Industry Financial Services
Experience
Wells Fargo March 2012 - Present
Wells Fargo May 2000 - January 2012
Principal Financial Group June 1988 - May 2000
Skills
Credit, Loans, Consumer Lending, Mortgage Lending, Underwriting, Process Improvement, Loan Origination, Financial Services, Mortgage Banking, Credit Risk, Banking, Business Analysis, Executive Management, Financial Risk, Commercial Lending, Credit Analysis, Cross Selling, Risk Management, Finance, Leadership, Relationship Management, Portfolio Management, Call Centers, Management, Project Management, Insurance, Loss Mitigation, Credit Cards, Strategic Planning, Financial Analysis, Mergers & Acquisitions, Retail Banking, Mortgage Underwriting, Strategic Financial..., Operational Risk, Cross-functional Team..., Investments, Vendor Management, Refinance, Small Business Lending, Loan Servicing, Financial Modeling
Education
University of Northern Iowa 1983 — 1988
Wells Fargo March 2012 - Present
Wells Fargo May 2000 - January 2012
Principal Financial Group June 1988 - May 2000
Skills
Credit, Loans, Consumer Lending, Mortgage Lending, Underwriting, Process Improvement, Loan Origination, Financial Services, Mortgage Banking, Credit Risk, Banking, Business Analysis, Executive Management, Financial Risk, Commercial Lending, Credit Analysis, Cross Selling, Risk Management, Finance, Leadership, Relationship Management, Portfolio Management, Call Centers, Management, Project Management, Insurance, Loss Mitigation, Credit Cards, Strategic Planning, Financial Analysis, Mergers & Acquisitions, Retail Banking, Mortgage Underwriting, Strategic Financial..., Operational Risk, Cross-functional Team..., Investments, Vendor Management, Refinance, Small Business Lending, Loan Servicing, Financial Modeling
Education
University of Northern Iowa 1983 — 1988
Doug Downs's Principal Financial Group Experience 1992 - 1998
Job Sr Mobile Solutions Analyst\Mobile Domain Architect at DuPont Pioneer
Industry Biotechnology
Experience
DuPont Pioneer April 2010 - Present
Pioneer Hi-Bred International October 2002 - Present
Principal Financial Group 1992 - 1998
Skills
Change Management, Active Directory, SharePoint, Windows Server, Process Improvement, Project Management, Troubleshooting, Visio, Networking, IT Management, System Administration
Education
University of Northern Iowa 1985 — 1989
DuPont Pioneer April 2010 - Present
Pioneer Hi-Bred International October 2002 - Present
Principal Financial Group 1992 - 1998
Skills
Change Management, Active Directory, SharePoint, Windows Server, Process Improvement, Project Management, Troubleshooting, Visio, Networking, IT Management, System Administration
Education
University of Northern Iowa 1985 — 1989
Holly Roland's Principal Financial Group Experience October 2000 - October 2004
Job Sr Financial Accounting Analyst at Principal Global Investors
Industry Accounting
Experience
Principal Global Investors December 2007 - Present
MidAmerican Energy August 2006 - December 2007
Federal Home Loan Bank of Des Moines October 2004 - August 2006
Principal Financial Group October 2000 - October 2004
Ernst & Young 1997 - 2000
Skills
Financial Accounting, Accounting, Auditing, Financial Analysis, Financial Reporting, Finance, Financial Modeling, Internal Controls, Financial Planning, Sarbanes-Oxley Act, General Ledger, Internal Audit, Financial Statements
Education
University of Northern Iowa 1993 — 1997
Bachelor of Arts, Accounting
Principal Global Investors December 2007 - Present
MidAmerican Energy August 2006 - December 2007
Federal Home Loan Bank of Des Moines October 2004 - August 2006
Principal Financial Group October 2000 - October 2004
Ernst & Young 1997 - 2000
Skills
Financial Accounting, Accounting, Auditing, Financial Analysis, Financial Reporting, Finance, Financial Modeling, Internal Controls, Financial Planning, Sarbanes-Oxley Act, General Ledger, Internal Audit, Financial Statements
Education
University of Northern Iowa 1993 — 1997
Bachelor of Arts, Accounting
Derick Clark's Principal Financial Group Experience July 2009 - January 2010
Job Client Sales Manager at Prominence Health Mercy Des Moines
Industry Health, Wellness and Fitness
Experience
Prominence Health - Mercy Des Moines May 2015 - Present
Healthways January 2014 - May 2015
Healthways February 2010 - June 2014
Principal Financial Group July 2009 - January 2010
Principal Wellness Company September 2007 - July 2009
Principal Financial Group December 2002 - August 2007
Skills
Business Development, Sales, New Business Development, Sales Operations, Marketing, Insurance, Product Development, Sales Presentations, Program Management, Health Insurance, Leadership, Account Management, Healthcare, Strategic Planning, Team Building
Education
University of Northern Iowa 1996 — 1998
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Waldorf College 1994 — 1996
Associate of Arts (AA)
Prominence Health - Mercy Des Moines May 2015 - Present
Healthways January 2014 - May 2015
Healthways February 2010 - June 2014
Principal Financial Group July 2009 - January 2010
Principal Wellness Company September 2007 - July 2009
Principal Financial Group December 2002 - August 2007
Skills
Business Development, Sales, New Business Development, Sales Operations, Marketing, Insurance, Product Development, Sales Presentations, Program Management, Health Insurance, Leadership, Account Management, Healthcare, Strategic Planning, Team Building
Education
University of Northern Iowa 1996 — 1998
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Waldorf College 1994 — 1996
Associate of Arts (AA)
Charlette Larsen's Principal Financial Group Experience May 1995 - July 2005
Job VP/Operational Risk Consultant at Wells Fargo Home Mortgage
Industry Banking
Experience
Wells Fargo Home Mortgage March 2010 - Present
Wells Fargo Home Mortgage November 2004 - March 2010
Principal Financial Group May 1995 - July 2005
Education
University of Northern Iowa 1987 — 1991
Wells Fargo Home Mortgage March 2010 - Present
Wells Fargo Home Mortgage November 2004 - March 2010
Principal Financial Group May 1995 - July 2005
Education
University of Northern Iowa 1987 — 1991
Bob Dooly's Principal Financial Group Experience August 2006 - Present
Job Sr. Internal Auditor at Principal Financial Group
Industry Insurance
Experience
Principal Financial Group August 2006 - Present
Principal Financial Group March 1992 - August 2006
Education
University of Northern Iowa 1983 — 1987
Principal Financial Group August 2006 - Present
Principal Financial Group March 1992 - August 2006
Education
University of Northern Iowa 1983 — 1987
Cindy Flewellyn's Principal Financial Group Experience 1989 - 1999
Job VP at Wells Fargo Home Mortgage
Industry Financial Services
Experience
Wells Fargo Home Mortgage Project Manager/VPWells Fargo Home MortgageDecember 2009 - Present
Wells Fargo 2004 - Present
Wachovia Corporation 2000 - 2009
QCI 2000 - 2004
Wellmak Blue Cross Blue Shield 1998 - 2000
Principal Financial Group 1989 - 1999
Principal Financial Group 1989 - 1999
Skills
Project Management, SDLC, Enterprise Architecture, Risk Management, Re-engineering..., Operational Risk..., Strategic Planning, Business Requirements, Vendor Management, PMO, Process Improvement, Project Portfolio..., Analysis, Business Process..., Requirements Gathering, Program Management, Management, Business Analysis
Education
University of Northern Iowa
Wells Fargo Home Mortgage Project Manager/VPWells Fargo Home MortgageDecember 2009 - Present
Wells Fargo 2004 - Present
Wachovia Corporation 2000 - 2009
QCI 2000 - 2004
Wellmak Blue Cross Blue Shield 1998 - 2000
Principal Financial Group 1989 - 1999
Principal Financial Group 1989 - 1999
Skills
Project Management, SDLC, Enterprise Architecture, Risk Management, Re-engineering..., Operational Risk..., Strategic Planning, Business Requirements, Vendor Management, PMO, Process Improvement, Project Portfolio..., Analysis, Business Process..., Requirements Gathering, Program Management, Management, Business Analysis
Education
University of Northern Iowa
Earl Klinker's Principal Financial Group Experience January 2003 - July 2004
Job Retired Mainframe Developer
Industry Information Services
Experience
Incepture October 2009 - October 2009
Northestern Mutual June 2005 - September 2008
MCI Worldcom 2005 - 2008
Adtec IT Consulting March 2005 - June 2005
Quest Solutions July 2004 - March 2005
Principal Financial Group January 2003 - July 2004
MCI Worldcom September 2000 - July 2002
Sai Software Consultants May 1996 - September 2000
Pittsburgh Business Consultants April 1995 - May 1996
First Datacorp November 1989 - April 1995
Skills
CICS, COBOL, DB2, JCL, VSAM, SDLC, Project Management, Endeavor, QMF, Easytrieve, IMS DB/DC, Strategic Planning, MVS, Mainframe, Oracle, Data Migration, Fileaid, Integration, PL/1, SQL, Xpediter, Management, Team Building
Education
University of Northern Iowa 1976 — 1981
Bachelor of Arts (B.A.), Business Administration and Management, General
Incepture October 2009 - October 2009
Northestern Mutual June 2005 - September 2008
MCI Worldcom 2005 - 2008
Adtec IT Consulting March 2005 - June 2005
Quest Solutions July 2004 - March 2005
Principal Financial Group January 2003 - July 2004
MCI Worldcom September 2000 - July 2002
Sai Software Consultants May 1996 - September 2000
Pittsburgh Business Consultants April 1995 - May 1996
First Datacorp November 1989 - April 1995
Skills
CICS, COBOL, DB2, JCL, VSAM, SDLC, Project Management, Endeavor, QMF, Easytrieve, IMS DB/DC, Strategic Planning, MVS, Mainframe, Oracle, Data Migration, Fileaid, Integration, PL/1, SQL, Xpediter, Management, Team Building
Education
University of Northern Iowa 1976 — 1981
Bachelor of Arts (B.A.), Business Administration and Management, General
Curt Christensen's Principal Financial Group Experience 2005 - 2007
Job Development Manager at New York Life
Industry Financial Services
Experience
New York Life Insurance Company May 2007 - Present
Principal Financial Group 2005 - 2007
UMB Bank 2000 - 2005
Education
University of Northern Iowa
BA, Accounting
New York Life Insurance Company May 2007 - Present
Principal Financial Group 2005 - 2007
UMB Bank 2000 - 2005
Education
University of Northern Iowa
BA, Accounting
Deb Moll, CUA's Principal Financial Group Experience 1993 - 1998
Job Digital Experience Manager
Industry Internet
Experience
Wellmark Blue Cross and Blue Shield October 2013 - Present
Marsh March 2012 - October 2013
Iowa Health System August 2003 - March 2012
Spindustry Digital 2000 - 2003
Wells Fargo Home Mortgage 1999 - 2000
Wilson Edwards Communications 1998 - 1998
Principal Financial Group 1993 - 1998
Skills
Marketing Communications, Social Media, Graphic Design, Web Design, Email Marketing, Public Relations, Photoshop, Marketing Strategy, HTML, Web Analytics, Online Marketing, Marketing, Copywriting, Customer Service, Microsoft Word, Usability, Dreamweaver, Project Management, SEO, Integrated Marketing, Website Development, Digital Marketing
Education
University of Northern Iowa 1987 — 1991
Bachelor of Arts (B.A.), Art/Graphic Design
Wellmark Blue Cross and Blue Shield October 2013 - Present
Marsh March 2012 - October 2013
Iowa Health System August 2003 - March 2012
Spindustry Digital 2000 - 2003
Wells Fargo Home Mortgage 1999 - 2000
Wilson Edwards Communications 1998 - 1998
Principal Financial Group 1993 - 1998
Skills
Marketing Communications, Social Media, Graphic Design, Web Design, Email Marketing, Public Relations, Photoshop, Marketing Strategy, HTML, Web Analytics, Online Marketing, Marketing, Copywriting, Customer Service, Microsoft Word, Usability, Dreamweaver, Project Management, SEO, Integrated Marketing, Website Development, Digital Marketing
Education
University of Northern Iowa 1987 — 1991
Bachelor of Arts (B.A.), Art/Graphic Design
Heather Schulte's Principal Financial Group Experience August 1996 - March 2003
Job Retirement Planning Consultant with Transamerica
Industry Financial Services
Experience
Transamerica Retirement Solutions February 2009 - Present
The Newport Group July 2007 - February 2009
Transamerica Retirement Solutions January 2005 - July 2007
CUNA Mutual Group March 2003 - January 2005
Principal Financial Group August 1996 - March 2003
Skills
Pensions, ERISA, Employee Benefits, Securities, Relationship Management, Profit Sharing, Insurance, Qualified Retirement..., 401k, Series 6, Series 63, Fixed Annuities, Variable Annuities, Defined Contribution, Retirement Planning
Education
University of Northern Iowa 1991 — 1995
BA, Public Administration
University of Northern Iowa
Bachelor of Arts (B.A.)
Transamerica Retirement Solutions February 2009 - Present
The Newport Group July 2007 - February 2009
Transamerica Retirement Solutions January 2005 - July 2007
CUNA Mutual Group March 2003 - January 2005
Principal Financial Group August 1996 - March 2003
Skills
Pensions, ERISA, Employee Benefits, Securities, Relationship Management, Profit Sharing, Insurance, Qualified Retirement..., 401k, Series 6, Series 63, Fixed Annuities, Variable Annuities, Defined Contribution, Retirement Planning
Education
University of Northern Iowa 1991 — 1995
BA, Public Administration
University of Northern Iowa
Bachelor of Arts (B.A.)
Brooke Beneke's Principal Financial Group Experience January 2008 - August 2008
Job Loan Administrator at Madison Capital Funding
Industry Real Estate
Experience
Madison Capital Funding December 2013 - Present
Cohen Financial July 2010 - December 2013
Midland Loan Services June 2009 - July 2010
Principal Financial Group January 2008 - August 2008
Skills
CMBS, Finance, Asset Management, Loans, Project Finance, Credit, Commercial Real Estate, Banking, Commercial Mortgages, Valuation, Portfolio Management, Real Estate, Underwriting
Education
University of Northern Iowa 2005 — 2009
Finance and Real Estate
Madison Capital Funding December 2013 - Present
Cohen Financial July 2010 - December 2013
Midland Loan Services June 2009 - July 2010
Principal Financial Group January 2008 - August 2008
Skills
CMBS, Finance, Asset Management, Loans, Project Finance, Credit, Commercial Real Estate, Banking, Commercial Mortgages, Valuation, Portfolio Management, Real Estate, Underwriting
Education
University of Northern Iowa 2005 — 2009
Finance and Real Estate
Chad Holtz's Principal Financial Group Experience 1995 - 1998
Job Vice President, Credit Strategy National Underwriting and Production Risk Management at Wells Fargo Home Mortgage
Industry Financial Services
Experience
Wells Fargo Home Mortgage March 2014 - Present
Wells Fargo Home Mortgage January 2011 - March 2014
Wells Fargo Home Mortgage April 2006 - January 2011
Wells Fargo Home Mortgage October 2001 - April 2006
ChoicePoint Commercial Specialists 2001 - 2001
North American Company for Life and Health 1998 - 2001
Principal Financial Group 1995 - 1998
Skills
Mortgage Lending, Loans, Credit, Loan Origination, Banking, Mortgage Banking, Risk Management, Credit Analysis, Team Building, Leadership, Vendor Management, Underwriting, Management, Relationship Management, Financial Services, Portfolio Management, Credit Risk, Financial Risk, Consumer Lending, Executive Management
Education
University of Northern Iowa 1991 — 1995
BS, Management
Wells Fargo Home Mortgage March 2014 - Present
Wells Fargo Home Mortgage January 2011 - March 2014
Wells Fargo Home Mortgage April 2006 - January 2011
Wells Fargo Home Mortgage October 2001 - April 2006
ChoicePoint Commercial Specialists 2001 - 2001
North American Company for Life and Health 1998 - 2001
Principal Financial Group 1995 - 1998
Skills
Mortgage Lending, Loans, Credit, Loan Origination, Banking, Mortgage Banking, Risk Management, Credit Analysis, Team Building, Leadership, Vendor Management, Underwriting, Management, Relationship Management, Financial Services, Portfolio Management, Credit Risk, Financial Risk, Consumer Lending, Executive Management
Education
University of Northern Iowa 1991 — 1995
BS, Management
Diana Hutson's Principal Financial Group Experience November 2005 - December 2008
Job Assistant Vice President, Client Relations at Marsh U.S. Consumer
Industry Financial Services
Experience
Wellmark August 2012 - Present
Private Real Estate, L.L.C. March 2004 - Present
Marsh U.S. Consumer April 2011 - August 2012
Farm Bureau Financial Services April 2010 - April 2011
Hutson-Thompson Plumbing, Inc. January 2009 - April 2010
Principal Financial Group November 2005 - December 2008
Principal Financial Group February 2001 - November 2005
Principal Financial Group May 1999 - February 2001
Martin Bros. 1997 - 1999
Skills
Email Marketing, Leadership, Advertising, 401k, Insurance, Employee Benefits, Marketing Strategy, Retirement, Marketing, Fixed Annuities, Management, Customer Service, Newsletters, Sales, Business Analysis, Press Releases, Training, Health Insurance, Customer Satisfaction, Life Insurance, Disability Insurance
Education
University of Northern Iowa 1995 — 1999
Bachelor of Arts, Marketing
Gladbrook-Reinbeck High School 1991 — 1995
South Tama County High School
General Studies
Wellmark August 2012 - Present
Private Real Estate, L.L.C. March 2004 - Present
Marsh U.S. Consumer April 2011 - August 2012
Farm Bureau Financial Services April 2010 - April 2011
Hutson-Thompson Plumbing, Inc. January 2009 - April 2010
Principal Financial Group November 2005 - December 2008
Principal Financial Group February 2001 - November 2005
Principal Financial Group May 1999 - February 2001
Martin Bros. 1997 - 1999
Skills
Email Marketing, Leadership, Advertising, 401k, Insurance, Employee Benefits, Marketing Strategy, Retirement, Marketing, Fixed Annuities, Management, Customer Service, Newsletters, Sales, Business Analysis, Press Releases, Training, Health Insurance, Customer Satisfaction, Life Insurance, Disability Insurance
Education
University of Northern Iowa 1995 — 1999
Bachelor of Arts, Marketing
Gladbrook-Reinbeck High School 1991 — 1995
South Tama County High School
General Studies
Eugene Harms's Principal Financial Group Experience November 2006 - February 2007
Job Business System Consultant at Wells Fargo Home Mortgage
Industry Information Technology and Services
Experience
Wells Fargo Home Mortgage June 2014 - Present
Athene Annuity & Life Assurance Company March 2014 - June 2014
Wells Fargo September 2012 - March 2014
ING July 2011 - May 2012
Wells Fargo August 2009 - May 2012
Aviva February 2008 - December 2008
Wells Fargo Home Mortgage April 2007 - January 2008
Principal Financial Group November 2006 - February 2007
EDS August 1998 - October 2006
Skills
Leadership, Access, Microsoft Excel, Business Analysis, Requirements Gathering, SDLC, Process Improvement, Business Process..., Visio, Requirements Analysis, MS Project, Software Documentation, Resource Management, SharePoint, Project Portfolio..., SnagIt, Quality Assurance, Business Requirements, Data Warehousing, Project Management, Analysis, Agile Methodologies, Testing
Education
University of Northern Iowa 1993 — 1995
BA, Accounting
Wells Fargo Home Mortgage June 2014 - Present
Athene Annuity & Life Assurance Company March 2014 - June 2014
Wells Fargo September 2012 - March 2014
ING July 2011 - May 2012
Wells Fargo August 2009 - May 2012
Aviva February 2008 - December 2008
Wells Fargo Home Mortgage April 2007 - January 2008
Principal Financial Group November 2006 - February 2007
EDS August 1998 - October 2006
Skills
Leadership, Access, Microsoft Excel, Business Analysis, Requirements Gathering, SDLC, Process Improvement, Business Process..., Visio, Requirements Analysis, MS Project, Software Documentation, Resource Management, SharePoint, Project Portfolio..., SnagIt, Quality Assurance, Business Requirements, Data Warehousing, Project Management, Analysis, Agile Methodologies, Testing
Education
University of Northern Iowa 1993 — 1995
BA, Accounting
Brock Beekmann's Principal Financial Group Experience 2003 - Present
Job Asst IT Director at Principal Financial Group
Industry Information Technology and Services
Experience
Principal Financial Group 2003 - Present
Des Moines Building and Land INC 2010 - Present
Education
University of Northern Iowa 1998 — 2002
BA, Management Information Systems
Principal Financial Group 2003 - Present
Des Moines Building and Land INC 2010 - Present
Education
University of Northern Iowa 1998 — 2002
BA, Management Information Systems
Darrell VanWoert's Principal Financial Group Experience June 1998 - March 2011
Job Experienced Account Based Benefit Professional, Operations, Claims and Compliance
Industry Health, Wellness and Fitness
Experience
Work Interlude, assist with family issue June 2014 - Present
Tristar Benefits Administrators June 2011 - June 2014
Principal Financial Group June 1998 - March 2011
Principal Financial Group June 1996 - May 1998
Principal Financial Group October 1992 - May 1996
Principal Financial Group June 1988 - October 1992
Principal Financial Group June 1981 - May 1988
Principal Financial Group June 1979 - May 1981
Skills
Employee Benefits, Management, Business Planning, Operations Management, Budgets, Sales, Claim, Healthcare, Brokers, Time Management
Education
University of Northern Iowa 1975 — 1979
BA, Management
Work Interlude, assist with family issue June 2014 - Present
Tristar Benefits Administrators June 2011 - June 2014
Principal Financial Group June 1998 - March 2011
Principal Financial Group June 1996 - May 1998
Principal Financial Group October 1992 - May 1996
Principal Financial Group June 1988 - October 1992
Principal Financial Group June 1981 - May 1988
Principal Financial Group June 1979 - May 1981
Skills
Employee Benefits, Management, Business Planning, Operations Management, Budgets, Sales, Claim, Healthcare, Brokers, Time Management
Education
University of Northern Iowa 1975 — 1979
BA, Management
Chris Steele's Principal Financial Group Experience July 2005 - July 2011
Job Director Project Management Office at GuideOne Insurance
Industry Insurance
Experience
GuideOne Insurance May 2013 - Present
Aviva Life Insurance Company July 2011 - April 2013
Principal Financial Group July 2005 - July 2011
ADP 2003 - 2005
Mellon HR Solutions 2000 - 2003
Education
University of Northern Iowa 1993 — 1997
Bachelor of Science (BS), Finance
GuideOne Insurance May 2013 - Present
Aviva Life Insurance Company July 2011 - April 2013
Principal Financial Group July 2005 - July 2011
ADP 2003 - 2005
Mellon HR Solutions 2000 - 2003
Education
University of Northern Iowa 1993 — 1997
Bachelor of Science (BS), Finance
Brian Bahnsen's Principal Financial Group Experience January 2011 - Present
Job Sr. Client Service Manager at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group January 2011 - Present
Principal Financial Group January 1998 - Present
Principal Financial Group January 1998 - January 2011
Skills
401k, Retirement, Series 7, Retirement Planning, Investments, Employee Benefits, Investment Advisory, Asset Allocation, Financial Services, Relationship Management, Communication, Problem Solving, ESOP
Education
University of Northern Iowa 1995 — 1997
BA, Finance
Clinton Community College 1993 — 1995
Associate of Arts (AA)
Principal Financial Group January 2011 - Present
Principal Financial Group January 1998 - Present
Principal Financial Group January 1998 - January 2011
Skills
401k, Retirement, Series 7, Retirement Planning, Investments, Employee Benefits, Investment Advisory, Asset Allocation, Financial Services, Relationship Management, Communication, Problem Solving, ESOP
Education
University of Northern Iowa 1995 — 1997
BA, Finance
Clinton Community College 1993 — 1995
Associate of Arts (AA)
Debra Ingram's Principal Financial Group Experience Director, Enterprise BI & Advanced AnalyticsPrincipal Life Insurance Company2003 - Present
Job Director, Enterprise BI & Advanced Analytics at Principal Life Insurance Company
Industry Insurance
Experience
Principal Financial Group Director, Enterprise BI & Advanced AnalyticsPrincipal Life Insurance Company2003 - Present
Education
University of Northern Iowa 1982 — 1986
BA, Management -Finance
Principal Financial Group Director, Enterprise BI & Advanced AnalyticsPrincipal Life Insurance Company2003 - Present
Education
University of Northern Iowa 1982 — 1986
BA, Management -Finance
Dana Reddick's Principal Financial Group Experience September 2013 - Present
Job Sr. Financial Representative for Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group September 2013 - Present
DLR Consulting, Inc February 2007 - December 2012
AGF Investments Inc. 2008 - 2009
Wells Fargo Financial January 2003 - January 2007
CIT Bank December 1996 - November 2002
Superior Bank 1996 - 1996
PNC Mortgage 1990 - 1996
Skills
Risk Management, Credit, Finance, Strategic Planning, Forecasting, Portfolio Management, Operations Management, Budgets, Mortgage Lending, Consulting, Vendor Management, Loans, Business Development, Strategic Financial..., Investments, Banking, Process Improvement, Due Diligence, Financial Modeling, Executive Management, Underwriting, Auditing, Financial Analysis, Leadership, Management, Customer Service, Mergers & Acquisitions, Policy
Education
University of Northern Iowa 1977 — 1981
BA, Business Administration
University of Northern Iowa 1977 — 1981
Bachelor of Science (B.S.) - Business Administration, Business Administration and Management
DHS
Principal Financial Group September 2013 - Present
DLR Consulting, Inc February 2007 - December 2012
AGF Investments Inc. 2008 - 2009
Wells Fargo Financial January 2003 - January 2007
CIT Bank December 1996 - November 2002
Superior Bank 1996 - 1996
PNC Mortgage 1990 - 1996
Skills
Risk Management, Credit, Finance, Strategic Planning, Forecasting, Portfolio Management, Operations Management, Budgets, Mortgage Lending, Consulting, Vendor Management, Loans, Business Development, Strategic Financial..., Investments, Banking, Process Improvement, Due Diligence, Financial Modeling, Executive Management, Underwriting, Auditing, Financial Analysis, Leadership, Management, Customer Service, Mergers & Acquisitions, Policy
Education
University of Northern Iowa 1977 — 1981
BA, Business Administration
University of Northern Iowa 1977 — 1981
Bachelor of Science (B.S.) - Business Administration, Business Administration and Management
DHS
Hayden Zeidler, CFA's Principal Financial Group Experience January 2007 - April 2011
Job Equity Trader at Miles Capital, Inc.
Industry Investment Management
Experience
Miles Capital, Inc. October 2014 - Present
Athene Asset Management June 2014 - October 2014
Athene Asset Management May 2011 - June 2014
Principal Financial Group January 2007 - April 2011
Skills
Fixed Income, Equities, Derivatives, Valuation, Investments, Investment Management
Education
University of Northern Iowa 2002 — 2006
BA, Finance and Accounting
Miles Capital, Inc. October 2014 - Present
Athene Asset Management June 2014 - October 2014
Athene Asset Management May 2011 - June 2014
Principal Financial Group January 2007 - April 2011
Skills
Fixed Income, Equities, Derivatives, Valuation, Investments, Investment Management
Education
University of Northern Iowa 2002 — 2006
BA, Finance and Accounting
Chad Kuper's Principal Financial Group Experience March 2014 - Present
Job Finance Director at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group March 2014 - Present
Principal Financial Group August 2009 - February 2014
Principal Financial Group August 2006 - August 2009
Skills
Securities, Fixed Income, Financial Analysis, Capital Markets
Education
University of Northern Iowa 1991 — 1995
Finance, Finance, Accounting
Principal Financial Group March 2014 - Present
Principal Financial Group August 2009 - February 2014
Principal Financial Group August 2006 - August 2009
Skills
Securities, Fixed Income, Financial Analysis, Capital Markets
Education
University of Northern Iowa 1991 — 1995
Finance, Finance, Accounting
Elise Pilkington's Principal Financial Group Experience November 1998 - Present
Job Asst. Director at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group November 1998 - Present
Principal Financial Group November 1993 - November 1998
Principal Financial Group March 1985 - November 1993
Skills
401k, Retirement, Series 63, Series 7, Retirement Planning, Series 6, Defined Benefit, Investments, Mutual Funds, Fixed Annuities, ERISA, Asset Allocation, Pensions
Education
University of Northern Iowa 1977 — 1980
B.A., Economics
Principal Financial Group November 1998 - Present
Principal Financial Group November 1993 - November 1998
Principal Financial Group March 1985 - November 1993
Skills
401k, Retirement, Series 63, Series 7, Retirement Planning, Series 6, Defined Benefit, Investments, Mutual Funds, Fixed Annuities, ERISA, Asset Allocation, Pensions
Education
University of Northern Iowa 1977 — 1980
B.A., Economics
Darin Zahn's Principal Financial Group Experience June 1993 - Present
Job Assistant Director IT at Principal Financial Group
Industry Information Services
Experience
Principal Financial Group June 1993 - Present
Education
University of Northern Iowa
Bachelor of Arts (BA), Finance, General
Principal Financial Group June 1993 - Present
Education
University of Northern Iowa
Bachelor of Arts (BA), Finance, General
Beth Graff's Principal Financial Group Experience
Job Financial Controller at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group
Skills
Strategic Financial..., Financial Analysis, Insurance, Financial Reporting, Investments, Securities, Asset Management, Financial Services, Equities
Education
University of Northern Iowa 1986 — 1991
Accounting
Principal Financial Group
Skills
Strategic Financial..., Financial Analysis, Insurance, Financial Reporting, Investments, Securities, Asset Management, Financial Services, Equities
Education
University of Northern Iowa 1986 — 1991
Accounting
Greti North's Principal Financial Group Experience July 2011 - Present
Job Business Analyst at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group July 2011 - Present
Principal Financial Group October 1989 - July 2011
Skills
Business Analysis, Business Requirements, Process Improvement, Visio, SDLC, Requirements Gathering, Requirements Analysis, Business Process..., Financial Services, Business Process, Vendor Management
Education
University of Northern Iowa 1986 — 1989
Master of Business Administration (MBA), Business
Pontifícia Universidade Católica do Rio de Janeiro 1983 — 1986
Bachelor's degree, Economics
Principal Financial Group July 2011 - Present
Principal Financial Group October 1989 - July 2011
Skills
Business Analysis, Business Requirements, Process Improvement, Visio, SDLC, Requirements Gathering, Requirements Analysis, Business Process..., Financial Services, Business Process, Vendor Management
Education
University of Northern Iowa 1986 — 1989
Master of Business Administration (MBA), Business
Pontifícia Universidade Católica do Rio de Janeiro 1983 — 1986
Bachelor's degree, Economics
Donisue Rupp's Principal Financial Group Experience March 1996 - August 1999
Job Assistant Director, Portfolio Operations at Principal Real Estate Investors, LLC
Industry Investment Management
Experience
Principal Real Estate Investors, LLC March 2014 - Present
Principal Global Investors May 2008 - March 2014
Principal Global Investors August 1999 - April 2008
Principal Financial Group March 1996 - August 1999
Skills
Asset Managment, Real Estate Development, Mergers & Acquisitions, Portfolio Management, Asset Management, Real Estate Transactions, Due Diligence, Private Equity, Investments, Real Estate Economics, Financial Modeling, Valuation, Financial Analysis, Real Estate, Dispositions, Commercial Real Estate
Education
University of Northern Iowa
Bachelor of Arts (B.A.), Accounting
University of Northern Iowa
Bachelor of Arts (B.A.), Public Relations with minor in Journalism
Principal Real Estate Investors, LLC March 2014 - Present
Principal Global Investors May 2008 - March 2014
Principal Global Investors August 1999 - April 2008
Principal Financial Group March 1996 - August 1999
Skills
Asset Managment, Real Estate Development, Mergers & Acquisitions, Portfolio Management, Asset Management, Real Estate Transactions, Due Diligence, Private Equity, Investments, Real Estate Economics, Financial Modeling, Valuation, Financial Analysis, Real Estate, Dispositions, Commercial Real Estate
Education
University of Northern Iowa
Bachelor of Arts (B.A.), Accounting
University of Northern Iowa
Bachelor of Arts (B.A.), Public Relations with minor in Journalism
Eric Ware's Principal Financial Group Experience September 2015 - Present
Job Sr Information Retention Analyst at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group September 2015 - Present
Principal Financial Group January 2007 - Present
Principal Financial Group July 2006 - January 2007
Meredith Corporation September 1995 - July 2006
Skills
Records Management, Document Management, Business Analysis, Microsoft SQL Server, Enterprise Vault, Microsoft Office, SharePoint Designer, Business Process..., Digital Asset Management, Adobe Creative Suite, QuarkXPress, FileMaker, Helios, Retention Management, Ediscovery, SQL Server Integration..., OpenText Digital Asset..., SharePoint, SDLC, Requirements Analysis
Education
University of Northern Iowa 1990 — 1995
BA, Biology and Journalism
Principal Financial Group September 2015 - Present
Principal Financial Group January 2007 - Present
Principal Financial Group July 2006 - January 2007
Meredith Corporation September 1995 - July 2006
Skills
Records Management, Document Management, Business Analysis, Microsoft SQL Server, Enterprise Vault, Microsoft Office, SharePoint Designer, Business Process..., Digital Asset Management, Adobe Creative Suite, QuarkXPress, FileMaker, Helios, Retention Management, Ediscovery, SQL Server Integration..., OpenText Digital Asset..., SharePoint, SDLC, Requirements Analysis
Education
University of Northern Iowa 1990 — 1995
BA, Biology and Journalism
Darin Hendrix's Principal Financial Group Experience May 2001 - June 2003
Job Senior User Services Consultant at Pioneer HiBred International Inc
Industry Information Technology and Services
Experience
Pioneer Hi-Bred International Inc June 2011 - Present
Wells Fargo Home Mortgage May 2010 - June 2011
Wells Fargo Home Mortgage June 2003 - May 2010
Principal Financial Group May 2001 - June 2003
ADP July 1998 - May 2001
Skills
SharePoint, SDLC, Requirements Gathering, Consulting, Vignette Portal, TeamSite, WebTrends Analytics, HTML, Business Requirements, User Acceptance Testing, Business Systems..., Business Analysis, Project Management, Process Improvement, Web Development, FAST Search, Autonomy IDOL, Office 365, Microsoft Project Server
Education
University of Northern Iowa 1994 — 1998
Bachelor of Arts (BA), General Studies
Pioneer Hi-Bred International Inc June 2011 - Present
Wells Fargo Home Mortgage May 2010 - June 2011
Wells Fargo Home Mortgage June 2003 - May 2010
Principal Financial Group May 2001 - June 2003
ADP July 1998 - May 2001
Skills
SharePoint, SDLC, Requirements Gathering, Consulting, Vignette Portal, TeamSite, WebTrends Analytics, HTML, Business Requirements, User Acceptance Testing, Business Systems..., Business Analysis, Project Management, Process Improvement, Web Development, FAST Search, Autonomy IDOL, Office 365, Microsoft Project Server
Education
University of Northern Iowa 1994 — 1998
Bachelor of Arts (BA), General Studies
Gretchen Hundling's Principal Financial Group Experience October 2000 - September 2001
Job Implementation Specialist at ADP Inc.
Industry Information Technology and Services
Experience
ADP July 2010 - Present
ADP August 2004 - July 2010
Wally's Wine and Liquor October 2003 - July 2004
Lockergnome April 2003 - October 2003
General Services Administration January 2002 - April 2003
Principal Financial Group October 2000 - September 2001
Principal Financial Group June 1998 - September 2001
Skills
Training, Payroll, ADP Payroll, Team Building, Marketing, Salesforce.com, HRIS, Web Development, Customer Service, Recruiting, Cold Calling, Time Management, Enterprise Software
Education
University of Northern Iowa 1994 — 1998
Bachelor of Arts, English
ADP July 2010 - Present
ADP August 2004 - July 2010
Wally's Wine and Liquor October 2003 - July 2004
Lockergnome April 2003 - October 2003
General Services Administration January 2002 - April 2003
Principal Financial Group October 2000 - September 2001
Principal Financial Group June 1998 - September 2001
Skills
Training, Payroll, ADP Payroll, Team Building, Marketing, Salesforce.com, HRIS, Web Development, Customer Service, Recruiting, Cold Calling, Time Management, Enterprise Software
Education
University of Northern Iowa 1994 — 1998
Bachelor of Arts, English
Dave Hinders's Principal Financial Group Experience May 2001 - Present
Job Sr Personal Banker at Principal Financial Group
Industry
Experience
Principal Financial Group May 2001 - Present
Skills
Retirement Planning, Coaching
Education
University of Northern Iowa 1987 — 1992
Bachelor of Arts (B.A.), Criminology
Principal Financial Group May 2001 - Present
Skills
Retirement Planning, Coaching
Education
University of Northern Iowa 1987 — 1992
Bachelor of Arts (B.A.), Criminology
Douglas Theobald's Principal Financial Group Experience July 1989 - March 2011
Job Director Claim Operations at UnitedHealth Group
Industry Financial Services
Experience
UnitedHealth Group May 2014 - Present
United Healthcare March 2011 - May 2014
Principal Financial Group July 1989 - March 2011
Skills
Health Insurance, Insurance, Compliance, Claims, Customer Service, Disability Insurance, Claim, Employee Benefits, Risk Management, Leadership, Team Building, Coaching, Strategic Planning, Claims Management, Business Requirements, Process Improvement, Analysis
Education
University of Northern Iowa 1984 — 1989
Bachelor or Arts, Management/Finance
UnitedHealth Group May 2014 - Present
United Healthcare March 2011 - May 2014
Principal Financial Group July 1989 - March 2011
Skills
Health Insurance, Insurance, Compliance, Claims, Customer Service, Disability Insurance, Claim, Employee Benefits, Risk Management, Leadership, Team Building, Coaching, Strategic Planning, Claims Management, Business Requirements, Process Improvement, Analysis
Education
University of Northern Iowa 1984 — 1989
Bachelor or Arts, Management/Finance
Denna Large's Principal Financial Group Experience November 2011 - Present
Job Sr. Financial Accounting Analyst, Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group November 2011 - Present
Skills
Accounting, Financial Accounting, Financial Reporting, Sarbanes-Oxley Act, GAAP
Education
University of Northern Iowa
Bachelor's degree, Accounting
Principal Financial Group November 2011 - Present
Skills
Accounting, Financial Accounting, Financial Reporting, Sarbanes-Oxley Act, GAAP
Education
University of Northern Iowa
Bachelor's degree, Accounting
Danielle Newman's Principal Financial Group Experience January 2012 - August 2012
Job Accountant
Industry Machinery
Experience
John Deere March 2014 - Present
John Deere March 2014 - Present
John Deere January 2013 - Present
John Deere January 2013 - March 2014
University of Northern Iowa May 2010 - December 2012
University of Northern Iowa August 2009 - December 2012
Principal Financial Group January 2012 - August 2012
Skills
Investments, Accounting, Bloomberg, Outlook, Microsoft Office 2007, Time Management, Positive Personality, Positive Team Player, Highly self-motivated, Leadership, Critical Thinking, Fundraising, Staff Development, Analysis, Training, Valuation, Public Relations
Education
University of Northern Iowa 2008 — 2012
Bachelor of Arts (B.A.), Accounting
John Deere March 2014 - Present
John Deere March 2014 - Present
John Deere January 2013 - Present
John Deere January 2013 - March 2014
University of Northern Iowa May 2010 - December 2012
University of Northern Iowa August 2009 - December 2012
Principal Financial Group January 2012 - August 2012
Skills
Investments, Accounting, Bloomberg, Outlook, Microsoft Office 2007, Time Management, Positive Personality, Positive Team Player, Highly self-motivated, Leadership, Critical Thinking, Fundraising, Staff Development, Analysis, Training, Valuation, Public Relations
Education
University of Northern Iowa 2008 — 2012
Bachelor of Arts (B.A.), Accounting
Denna Large's Principal Financial Group Experience January 1998 - Present
Job Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group January 1998 - Present
Principal Financial Group January 1998 - November 2011
Skills
Actuarial Science, Retirement
Education
University of Northern Iowa
Accounting
Principal Financial Group January 1998 - Present
Principal Financial Group January 1998 - November 2011
Skills
Actuarial Science, Retirement
Education
University of Northern Iowa
Accounting
Bethany McClelland's Principal Financial Group Experience September 2005 - Present
Job Member Services Representative III at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group September 2005 - Present
Education
University of Northern Iowa 2000 — 2005
BA, Psychology & Sociology
Principal Financial Group September 2005 - Present
Education
University of Northern Iowa 2000 — 2005
BA, Psychology & Sociology
Cole Petersen's Principal Financial Group Experience January 2013 - August 2013
Job Business Analyst at Renal Ventures Management
Industry Financial Services
Experience
Renal Ventures Management March 2015 - Present
Black & Veatch March 2014 - February 2015
Principal Financial Group January 2013 - August 2013
Skills
Financial Analysis, Finance, Microsoft Excel, Microsoft Office, PowerPoint, Oracle, Leases, Asset Management, Real Estate, Customer Service, CMS
Education
University of Northern Iowa 2010 — 2013
Bachelor’s Degree, Finance, General
Renal Ventures Management March 2015 - Present
Black & Veatch March 2014 - February 2015
Principal Financial Group January 2013 - August 2013
Skills
Financial Analysis, Finance, Microsoft Excel, Microsoft Office, PowerPoint, Oracle, Leases, Asset Management, Real Estate, Customer Service, CMS
Education
University of Northern Iowa 2010 — 2013
Bachelor’s Degree, Finance, General
Christopher Assmann's Principal Financial Group Experience January 1987 - April 1997
Job Director, Provider Data Systems at OptumInsight
Industry Management Consulting
Experience
OptumInsight December 2010 - Present
Principal Financial Group January 1987 - April 1997
Skills
SDLC, Business Analysis, SQL, Requirements Analysis, Process Improvement, Data Warehousing, .NET, C#, Microsoft SQL Server, Agile Methodologies, Software Development
Education
University of Northern Iowa 1983 — 1986
Bachelor of Arts (BA), Computer Science
OptumInsight December 2010 - Present
Principal Financial Group January 1987 - April 1997
Skills
SDLC, Business Analysis, SQL, Requirements Analysis, Process Improvement, Data Warehousing, .NET, C#, Microsoft SQL Server, Agile Methodologies, Software Development
Education
University of Northern Iowa 1983 — 1986
Bachelor of Arts (BA), Computer Science
Jaci McDermott's Principal Financial Group Experience 1998 - 2000
Job Marketing
Industry Marketing and Advertising
Experience
Wellmark Blue Cross and Blue Shield 2014 - 2014
CustomerRegard 2011 - 2014
Jacian Marketing Corporation 2000 - 2014
Wells Fargo 2001 - 2007
Principal Financial Group 1998 - 2000
Meredith Corporation 1989 - 1995
Skills
Analytics, Customer Retention, Customer Experience..., Customer Segmentation..., Marketing Strategy, Data Analysis, Direct Marketing, Database Marketing, Marketing Effectiveness, Customer Acquisition..., Strategic Marketing..., ROI Optimization, Strategy, Integrated Marketing, Product Development, Product Management, Product Marketing, Social Media Marketing, CRM, Segmentation
Education
University of Northern Iowa
B.A., Speech Communication/Minor Sociology
Wellmark Blue Cross and Blue Shield 2014 - 2014
CustomerRegard 2011 - 2014
Jacian Marketing Corporation 2000 - 2014
Wells Fargo 2001 - 2007
Principal Financial Group 1998 - 2000
Meredith Corporation 1989 - 1995
Skills
Analytics, Customer Retention, Customer Experience..., Customer Segmentation..., Marketing Strategy, Data Analysis, Direct Marketing, Database Marketing, Marketing Effectiveness, Customer Acquisition..., Strategic Marketing..., ROI Optimization, Strategy, Integrated Marketing, Product Development, Product Management, Product Marketing, Social Media Marketing, CRM, Segmentation
Education
University of Northern Iowa
B.A., Speech Communication/Minor Sociology
Douglas Abens's Principal Financial Group Experience February 1997 - September 2002
Job Insurance Professional
Industry Insurance
Experience
State Auto Insurance Company October 2009 - September 2011
Pharmacists Mutual Insurance Company December 2003 - October 2009
Pharmacists Mutual Insurance Company December 2003 - September 2009
Principal Financial Group February 1997 - September 2002
Principal Financial Group June 1995 - February 1997
Principal Financial Group September 1990 - May 1995
Education
Joliet Catholic High School
University of Northern Iowa
Degree: Bachelor of Arts, Business Administration; marketing emphasis
State Auto Insurance Company October 2009 - September 2011
Pharmacists Mutual Insurance Company December 2003 - October 2009
Pharmacists Mutual Insurance Company December 2003 - September 2009
Principal Financial Group February 1997 - September 2002
Principal Financial Group June 1995 - February 1997
Principal Financial Group September 1990 - May 1995
Education
Joliet Catholic High School
University of Northern Iowa
Degree: Bachelor of Arts, Business Administration; marketing emphasis
Higgins Mark's Principal Financial Group Experience November 2010 - Present
Job Client Service Associate at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group November 2010 - Present
Principal Financial Group May 2007 - November 2010
Best Buy November 2004 - July 2007
Education
University of Northern Iowa 2006 — 2010
Bachelor of Arts (BA), Finance, Investments
Principal Financial Group November 2010 - Present
Principal Financial Group May 2007 - November 2010
Best Buy November 2004 - July 2007
Education
University of Northern Iowa 2006 — 2010
Bachelor of Arts (BA), Finance, Investments
Chris Shivers's Principal Financial Group Experience May 2006 - February 2012
Job Java Developer at Grinnell Mutual Reinsurance
Industry Information Technology and Services
Experience
Grinnell Mutual Reinsurance April 2013 - Present
Berkley Technology Services February 2012 - April 2013
Principal Financial Group May 2006 - February 2012
Skills
Java, XML, SQL, Java Enterprise Edition, Agile Methodologies, SDLC
Education
University of Northern Iowa 2002 — 2006
Bachelor of Science (B.S.), Computer Science
Grinnell Mutual Reinsurance April 2013 - Present
Berkley Technology Services February 2012 - April 2013
Principal Financial Group May 2006 - February 2012
Skills
Java, XML, SQL, Java Enterprise Edition, Agile Methodologies, SDLC
Education
University of Northern Iowa 2002 — 2006
Bachelor of Science (B.S.), Computer Science
Brian Shutters's Principal Financial Group Experience September 2014 - Present
Job Contract Negotiator at MidAmerican Energy Company
Industry Utilities
Experience
Principal Financial Group September 2014 - Present
MidAmerican Energy Company September 2007 - Present
MidAmerican Energy Company September 2006 - September 2007
MidAmerican Energy Company November 2000 - September 2006
Education
University of Northern Iowa
Bachelor of Arts (B.A.), Public Administration and Business Management
University of Northern Iowa
Principal Financial Group September 2014 - Present
MidAmerican Energy Company September 2007 - Present
MidAmerican Energy Company September 2006 - September 2007
MidAmerican Energy Company November 2000 - September 2006
Education
University of Northern Iowa
Bachelor of Arts (B.A.), Public Administration and Business Management
University of Northern Iowa
Hochberger Jennifer's Principal Financial Group Experience January 1994 - Present
Job IT BA IV at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group January 1994 - Present
Education
University of Northern Iowa 1989 — 1993
Bachelor's degree, Secondary Education and Teaching
Principal Financial Group January 1994 - Present
Education
University of Northern Iowa 1989 — 1993
Bachelor's degree, Secondary Education and Teaching
Chase Felchle's Principal Financial Group Experience August 2012 - July 2013
Job Investment Advisor Representative with Transamerica Financial Advisors at Financial Decisions Group
Industry Financial Services
Experience
Financial Decisions Group August 2013 - Present
Principal Financial Group August 2012 - July 2013
CUNA Mutual Group May 2012 - July 2012
Education
University of Northern Iowa 2011 — 2012
University of Mary 2008 — 2010
Bachelor's degree
Financial Decisions Group August 2013 - Present
Principal Financial Group August 2012 - July 2013
CUNA Mutual Group May 2012 - July 2012
Education
University of Northern Iowa 2011 — 2012
University of Mary 2008 — 2010
Bachelor's degree
Hope Meyer's Principal Financial Group Experience August 2011 - Present
Job Human Resources Service Associate at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group August 2011 - Present
Principal Financial Group May 2008 - August 2011
Education
University of Northern Iowa 2003 — 2005
Bachelor's degree, Health Promotion/Women's Health
Principal Financial Group August 2011 - Present
Principal Financial Group May 2008 - August 2011
Education
University of Northern Iowa 2003 — 2005
Bachelor's degree, Health Promotion/Women's Health
The Principal Financial Group
BTG Pactual
HuaTai Securities Co.,Ltd.
Guosen Securities
PFG
Principal Financial
Principle
Fubon Financial Holdings