Principal Financial Group
Industry: Financial investment management company
DescriptionThe Principal Financial Group is a global financial investment management and insurance company headquartered in Des Moines, Iowa. Headquarters: Des Moines, Iowa, United States CEO: Daniel Joseph Houston (18 Aug 2015–) Assets under management: 692.4 billion USD (2017) Subsidiaries: Principal Securities, Inc.,
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Principal Financial Group Employees
Employee
Years
Job
Industry
Jeremy Schwanz Jeremy Schwanz's Principal Financial Group Experience September 2010 - December 2011
Job MPCI Underwriter at Rain and Hail Insurance LLC
Industry Insurance
Experience
Rain and Hail Insurance March 2013 - Present
Aviva USA November 2012 - March 2013
Principal Financial Group September 2010 - December 2011
Isle Casino & Hotel February 2010 - September 2010
Isle Casino & Hotel July 2009 - February 2010
Skills
Retirement Planning, Retirement, Investments, Series 6, Insurance, Investment Advisory, Teamwork, Pay Close Attention to..., Able To Multi-task
Education
University of Northern Iowa 2005 — 2009
Bachelor of Arts, Finance and Real Estate
Rain and Hail Insurance March 2013 - Present
Aviva USA November 2012 - March 2013
Principal Financial Group September 2010 - December 2011
Isle Casino & Hotel February 2010 - September 2010
Isle Casino & Hotel July 2009 - February 2010
Skills
Retirement Planning, Retirement, Investments, Series 6, Insurance, Investment Advisory, Teamwork, Pay Close Attention to..., Able To Multi-task
Education
University of Northern Iowa 2005 — 2009
Bachelor of Arts, Finance and Real Estate
Michelle Berkley Michelle Berkley's Principal Financial Group Experience February 2007 - November 2012
Job Mom
Industry Individual & Family Services
Experience
Self-employed November 2012 - Present
Principal Financial Group February 2007 - November 2012
PPM - Professional Property Management November 2005 - February 2007
Skills
Customer Service, Microsoft Office, Public Relations, Social Media, Leadership, Social Networking, Coaching
Education
University of Northern Iowa 1997 — 2001
Bachelor of Arts (BA), General Studies
Self-employed November 2012 - Present
Principal Financial Group February 2007 - November 2012
PPM - Professional Property Management November 2005 - February 2007
Skills
Customer Service, Microsoft Office, Public Relations, Social Media, Leadership, Social Networking, Coaching
Education
University of Northern Iowa 1997 — 2001
Bachelor of Arts (BA), General Studies
Jenn Vaske Jenn Vaske's Principal Financial Group Experience August 2014 - Present
Job Meeting Planner at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group August 2014 - Present
Principal Financial Group July 2013 - August 2014
Sheraton August 2011 - July 2013
Mickey's Irish Pub January 2011 - July 2013
Hampton Inn August 2010 - August 2011
The Hub Live Music January 2010 - August 2010
The Supervisors' Club July 2008 - March 2010
National Program for Playground Safety August 2007 - December 2009
Skills
Front Office, Hotels, Hospitality Management, Event Planning, Hotel Booking, Meeting Planning, Revenue Analysis, Scheduling Management, Clerical Skills, Training, Revenue Management, Graphic Design, Sales Support, Hotel Reservations, Coordinating Events, Events Coordination, Participant Management
Education
University of Northern Iowa 2006 — 2009
BA, Marketing:Sales and Advertising
Principal Financial Group August 2014 - Present
Principal Financial Group July 2013 - August 2014
Sheraton August 2011 - July 2013
Mickey's Irish Pub January 2011 - July 2013
Hampton Inn August 2010 - August 2011
The Hub Live Music January 2010 - August 2010
The Supervisors' Club July 2008 - March 2010
National Program for Playground Safety August 2007 - December 2009
Skills
Front Office, Hotels, Hospitality Management, Event Planning, Hotel Booking, Meeting Planning, Revenue Analysis, Scheduling Management, Clerical Skills, Training, Revenue Management, Graphic Design, Sales Support, Hotel Reservations, Coordinating Events, Events Coordination, Participant Management
Education
University of Northern Iowa 2006 — 2009
BA, Marketing:Sales and Advertising
Kelly Anonson Kelly Anonson's Principal Financial Group Experience April 2015 - Present
Job at
Industry Insurance
Experience
Principal Financial Group April 2015 - Present
Principal Financial Group September 2012 - Present
Marsh July 2003 - June 2012
Motorola 1997 - 2003
Skills
Employee Benefits, Insurance, Benefits, Group Benefits, Brokers, Property & Casualty..., Disability Insurance, General Insurance, Health Insurance, Long Term Care
Education
University of Northern Iowa 1990 — 1994
Community Health
University of Phoenix
MBA
Principal Financial Group April 2015 - Present
Principal Financial Group September 2012 - Present
Marsh July 2003 - June 2012
Motorola 1997 - 2003
Skills
Employee Benefits, Insurance, Benefits, Group Benefits, Brokers, Property & Casualty..., Disability Insurance, General Insurance, Health Insurance, Long Term Care
Education
University of Northern Iowa 1990 — 1994
Community Health
University of Phoenix
MBA
John Volk's Principal Financial Group Experience August 2005 - March 2006
Job Information Management Specialist at U.S. Department of State
Industry Insurance
Experience
U.S. Department of State July 2015 - Present
CoOportunity Health December 2012 - Present
Casey's General Stores, Inc. November 2008 - December 2012
Iowa Health System October 2007 - November 2008
Delta Dental of Iowa March 2006 - September 2007
Principal Financial Group August 2005 - March 2006
City of Bullhead City July 2000 - July 2005
Cedar Valley Medical Specialists March 1997 - July 2000
Mercy Hospital March 1996 - March 1997
RHI Consulting May 1995 - March 1996
Skills
Management, Network Administration, Network Design, Network Security, Windows, System Administration, TCP/IP, EIGRP, VPN, Technical Support, Networking, Microsoft Certified..., IT Management, Security, Servers, Troubleshooting, Windows Server
Education
Upper Iowa University 2008 — 2010
Master of Public Administration (MPA), Personnel Management
Upper Iowa University 2005 — 2007
Bachelor of Science, Public Administration
American Institute of Commerce 1989 — 1990
Diploma, Computer Programming
University of Northern Iowa 1986 — 1989
Computer Information Systems
U.S. Department of State July 2015 - Present
CoOportunity Health December 2012 - Present
Casey's General Stores, Inc. November 2008 - December 2012
Iowa Health System October 2007 - November 2008
Delta Dental of Iowa March 2006 - September 2007
Principal Financial Group August 2005 - March 2006
City of Bullhead City July 2000 - July 2005
Cedar Valley Medical Specialists March 1997 - July 2000
Mercy Hospital March 1996 - March 1997
RHI Consulting May 1995 - March 1996
Skills
Management, Network Administration, Network Design, Network Security, Windows, System Administration, TCP/IP, EIGRP, VPN, Technical Support, Networking, Microsoft Certified..., IT Management, Security, Servers, Troubleshooting, Windows Server
Education
Upper Iowa University 2008 — 2010
Master of Public Administration (MPA), Personnel Management
Upper Iowa University 2005 — 2007
Bachelor of Science, Public Administration
American Institute of Commerce 1989 — 1990
Diploma, Computer Programming
University of Northern Iowa 1986 — 1989
Computer Information Systems
Michelle Straumanis Michelle Straumanis's Principal Financial Group Experience August 2006 - June 2010
Job Financial Advisor for Wealth Management Services
Industry Financial Services
Experience
HK Financial Services August 2012 - Present
Hy-Vee Food Stores June 2010 - August 2012
Principal Financial Group August 2006 - June 2010
Principal Financial Group July 2000 - August 2006
Skills
Key Account Management, Client Development, Marketing Strategy, Operations Management, Leadership, Management, Business Planning, Marketing, Financial Services, Retirement Planning, Mutual Funds, Retirement, Insurance, Investments, 401k, Series 6, Series 63, Budgets, Sales, Training, Strategy, Wealth Management, Finance, Portfolio Management, Risk Management, Financial Planning, Life Insurance, Fixed Annuities, Investment Advisory
Education
BA-Business Admin & Mgmt-University of Northern Iowa 1990 — 1999
Bachelor of Arts (B.A.), Business Administration and Management, General
University of Northern Iowa 1990 — 1999
Bachelor of Arts (B.A.), Business Administration, Management and Operations
HK Financial Services August 2012 - Present
Hy-Vee Food Stores June 2010 - August 2012
Principal Financial Group August 2006 - June 2010
Principal Financial Group July 2000 - August 2006
Skills
Key Account Management, Client Development, Marketing Strategy, Operations Management, Leadership, Management, Business Planning, Marketing, Financial Services, Retirement Planning, Mutual Funds, Retirement, Insurance, Investments, 401k, Series 6, Series 63, Budgets, Sales, Training, Strategy, Wealth Management, Finance, Portfolio Management, Risk Management, Financial Planning, Life Insurance, Fixed Annuities, Investment Advisory
Education
BA-Business Admin & Mgmt-University of Northern Iowa 1990 — 1999
Bachelor of Arts (B.A.), Business Administration and Management, General
University of Northern Iowa 1990 — 1999
Bachelor of Arts (B.A.), Business Administration, Management and Operations
Keegan Wilkening Keegan Wilkening's Principal Financial Group Experience June 2013 - December 2013
Job Commercial Real Estate Analyst at First National Bank of Omaha
Industry Real Estate
Experience
First National Bank of Omaha May 2014 - Present
Principal Financial Group June 2013 - December 2013
John Deere March 2012 - January 2013
Skills
Microsoft Excel, Microsoft Office, Microsoft Works, Microsoft Word, Teamwork, Leadership, Financial Analysis
Education
University of Northern Iowa 2010 — 2014
East Marshall High School 2006 — 2010
First National Bank of Omaha May 2014 - Present
Principal Financial Group June 2013 - December 2013
John Deere March 2012 - January 2013
Skills
Microsoft Excel, Microsoft Office, Microsoft Works, Microsoft Word, Teamwork, Leadership, Financial Analysis
Education
University of Northern Iowa 2010 — 2014
East Marshall High School 2006 — 2010
Michelle Rosel's Principal Financial Group Experience September 2011 - Present
Job Associate Actuary Financial at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group September 2011 - Present
Principal Financial Group December 2007 - September 2011
Principal Financial Group June 2006 - December 2007
Principal Financial Group January 2005 - June 2006
Education
University of Northern Iowa 2002 — 2004
BA, Actuarial Science and Accounting
North Iowa Area Community College 2000 — 2002
AA
Principal Financial Group September 2011 - Present
Principal Financial Group December 2007 - September 2011
Principal Financial Group June 2006 - December 2007
Principal Financial Group January 2005 - June 2006
Education
University of Northern Iowa 2002 — 2004
BA, Actuarial Science and Accounting
North Iowa Area Community College 2000 — 2002
AA
Nathan Duncan Nathan Duncan's Principal Financial Group Experience April 2013 - December 2014
Job Product Analyst at The Members Group
Industry Financial Services
Experience
The Members Group December 2014 - Present
Principal Financial Group April 2013 - December 2014
IBM December 2011 - March 2013
University of Northern Iowa May 2011 - December 2011
AEGON Americas January 2010 - August 2010
John Deere September 2009 - December 2009
Skills
Microsoft Excel, Management, PowerPoint, Data Analysis, Essbase, Hyperion Reports, Microsoft Office, Public Speaking, Customer Service, Leadership, Event Planning, Microsoft Word, Social Media, Time Management, Product Management, Product Development, Project Management, Project Planning, Team Leadership, Cross-functional Team..., Team Management
Education
University of Northern Iowa 2007 — 2011
Bachelor's degree, Finance, 3.76
University of Northern Iowa 2007 — 2011
Bachelor of Arts (B.A.), Finance, General
The Members Group December 2014 - Present
Principal Financial Group April 2013 - December 2014
IBM December 2011 - March 2013
University of Northern Iowa May 2011 - December 2011
AEGON Americas January 2010 - August 2010
John Deere September 2009 - December 2009
Skills
Microsoft Excel, Management, PowerPoint, Data Analysis, Essbase, Hyperion Reports, Microsoft Office, Public Speaking, Customer Service, Leadership, Event Planning, Microsoft Word, Social Media, Time Management, Product Management, Product Development, Project Management, Project Planning, Team Leadership, Cross-functional Team..., Team Management
Education
University of Northern Iowa 2007 — 2011
Bachelor's degree, Finance, 3.76
University of Northern Iowa 2007 — 2011
Bachelor of Arts (B.A.), Finance, General
Katie Reagan Katie Reagan's Principal Financial Group Experience 2006 - 2007
Job
Industry Human Resources
Experience
Galter LifeCenter February 2012 - October 2013
Galter LifeCenter May 2007 - March 2012
Principal Financial Group 2006 - 2007
Cedar Falls Recreation Center August 2006 - November 2006
American Modern Insurance Group May 2004 - August 2004
American Modern Insurance Group May 2003 - August 2003
GuideOne Insurance September 2001 - August 2002
Skills
Outlook, Access, Word, Excel, Customer Service, InDesign, CSI Software, Kronos Timekeeping, Microsoft Word, Microsoft Excel, Wellness, Public Speaking, Social Media, Event Planning, Insurance, Coaching, Marketing, Healthcare, Microsoft Office, Team Building, Leadership
Education
University of Northern Iowa 2002 — 2007
B.A., Health Promotion
Johnston 1998 — 2002
Galter LifeCenter February 2012 - October 2013
Galter LifeCenter May 2007 - March 2012
Principal Financial Group 2006 - 2007
Cedar Falls Recreation Center August 2006 - November 2006
American Modern Insurance Group May 2004 - August 2004
American Modern Insurance Group May 2003 - August 2003
GuideOne Insurance September 2001 - August 2002
Skills
Outlook, Access, Word, Excel, Customer Service, InDesign, CSI Software, Kronos Timekeeping, Microsoft Word, Microsoft Excel, Wellness, Public Speaking, Social Media, Event Planning, Insurance, Coaching, Marketing, Healthcare, Microsoft Office, Team Building, Leadership
Education
University of Northern Iowa 2002 — 2007
B.A., Health Promotion
Johnston 1998 — 2002
Liz Nilsson-Halder Liz Nilsson-Halder's Principal Financial Group Experience March 2004 - Present
Job IT Director at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group March 2004 - Present
Skills
SDLC, Data Warehousing, Vendor Management, IT Strategy, Requirements Analysis, IT Management, Process Improvement
Education
University of Northern Iowa 1982 — 1986
BS, Computer Information Systems
Principal Financial Group March 2004 - Present
Skills
SDLC, Data Warehousing, Vendor Management, IT Strategy, Requirements Analysis, IT Management, Process Improvement
Education
University of Northern Iowa 1982 — 1986
BS, Computer Information Systems
Philip Musson Philip Musson's Principal Financial Group Experience June 2013 - Present
Job Leadership Development Program Associate at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group June 2013 - Present
University of Northern Iowa August 2011 - May 2013
Pi Sigma Epsilon January 2012 - January 2013
Principal Financial Group May 2012 - August 2012
Pi Sigma Epsilon January 2011 - December 2011
University of Northern Iowa December 2010 - May 2011
University of Northern Iowa August 2010 - May 2011
Skills
Spanish, Public Speaking, Writing, Press Releases, Hiring, Microsoft Office, Photoshop, Time Management, Interviewing, Conflict Resolution, Market Research, Recruiting, Interviews, Human Resources, Leadership Development, Training
Education
University of Northern Iowa 2009 — 2013
Bachelor of Arts, Management; Human Resources and Spanish (Double Major)
Principal Financial Group June 2013 - Present
University of Northern Iowa August 2011 - May 2013
Pi Sigma Epsilon January 2012 - January 2013
Principal Financial Group May 2012 - August 2012
Pi Sigma Epsilon January 2011 - December 2011
University of Northern Iowa December 2010 - May 2011
University of Northern Iowa August 2010 - May 2011
Skills
Spanish, Public Speaking, Writing, Press Releases, Hiring, Microsoft Office, Photoshop, Time Management, Interviewing, Conflict Resolution, Market Research, Recruiting, Interviews, Human Resources, Leadership Development, Training
Education
University of Northern Iowa 2009 — 2013
Bachelor of Arts, Management; Human Resources and Spanish (Double Major)
Jeremy Thede Jeremy Thede's Principal Financial Group Experience November 2011 - Present
Job Manager Retirement Actuarial Services at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group November 2011 - Present
Principal Financial Group 2007 - 2011
Principal Financial Group 2005 - 2007
Principal Financial Group 2001 - 2005
Fastenal 1997 - 2001
Skills
Defined Benefit, Financial Services, Pensions, 401k, Employee Benefits, Series 63, Defined Contribution, Retirement, Retirement Planning, Series 7, Mutual Funds, Investments, Series 6, Actuarial Science, Fixed Annuities, Wealth Management
Education
University of Northern Iowa 1994 — 1998
BS, Business Management
Principal Financial Group November 2011 - Present
Principal Financial Group 2007 - 2011
Principal Financial Group 2005 - 2007
Principal Financial Group 2001 - 2005
Fastenal 1997 - 2001
Skills
Defined Benefit, Financial Services, Pensions, 401k, Employee Benefits, Series 63, Defined Contribution, Retirement, Retirement Planning, Series 7, Mutual Funds, Investments, Series 6, Actuarial Science, Fixed Annuities, Wealth Management
Education
University of Northern Iowa 1994 — 1998
BS, Business Management
Nicole Hatch's Principal Financial Group Experience November 2012 - January 2013
Job Project Coordinator
Industry Real Estate
Experience
Wells Fargo Home Mortgage June 2015 - Present
Midland Loan Services, A PNC Real Estate Business January 2014 - May 2015
Principal Financial Group November 2012 - January 2013
Midland Loan Services, A PNC Real Estate Business January 2012 - August 2012
Community National Bank May 2011 - December 2011
EXPRESS July 2010 - December 2011
The Buckle May 2009 - August 2009
Sac City Drug & Custom Compounding August 2006 - April 2009
Skills
Microsoft Office, Dreamweaver, Photoshop, Customer Service, Inventory Management, Promotions, REIS, Teamwork, Market Research, Loans, Analysis, Sales, Financial Analysis, Time Management, Financial Services, People Skills
Education
University of Northern Iowa 2009 — 2013
Bachelor of Arts, Financial Services & Real Estate
Wells Fargo Home Mortgage June 2015 - Present
Midland Loan Services, A PNC Real Estate Business January 2014 - May 2015
Principal Financial Group November 2012 - January 2013
Midland Loan Services, A PNC Real Estate Business January 2012 - August 2012
Community National Bank May 2011 - December 2011
EXPRESS July 2010 - December 2011
The Buckle May 2009 - August 2009
Sac City Drug & Custom Compounding August 2006 - April 2009
Skills
Microsoft Office, Dreamweaver, Photoshop, Customer Service, Inventory Management, Promotions, REIS, Teamwork, Market Research, Loans, Analysis, Sales, Financial Analysis, Time Management, Financial Services, People Skills
Education
University of Northern Iowa 2009 — 2013
Bachelor of Arts, Financial Services & Real Estate
Peggy Rasmussen Peggy Rasmussen's Principal Financial Group Experience August 1986 - November 1990
Job Library Associate at Johnston Public Library
Industry Libraries
Experience
Johnston Public Library October 2014 - Present
Johnston Public Library March 2013 - October 2014
Home-based Creative Memories Business February 1999 - February 2014
Walnut Hills United Methodist Church 1991 - 2000
Principal Financial Group August 1986 - November 1990
Skills
Microsoft Publisher, Microsoft Excel, Microsoft Word, PowerPoint, Project Management, Customer Service, Outlook, Community Engagement, Friendly Personality, Leadership, Determination, Civic Engagement, Reliability, Community Outreach, Event Planning, Fundraising, Program Management
Education
University of Northern Iowa 1982 — 1986
Bachelor of Arts (B.A.), Office Information Systems
Red Oak High School, Red Oak, IA 1979 — 1982
High School Diploma
Johnston Public Library October 2014 - Present
Johnston Public Library March 2013 - October 2014
Home-based Creative Memories Business February 1999 - February 2014
Walnut Hills United Methodist Church 1991 - 2000
Principal Financial Group August 1986 - November 1990
Skills
Microsoft Publisher, Microsoft Excel, Microsoft Word, PowerPoint, Project Management, Customer Service, Outlook, Community Engagement, Friendly Personality, Leadership, Determination, Civic Engagement, Reliability, Community Outreach, Event Planning, Fundraising, Program Management
Education
University of Northern Iowa 1982 — 1986
Bachelor of Arts (B.A.), Office Information Systems
Red Oak High School, Red Oak, IA 1979 — 1982
High School Diploma
Joe Ryan Joe Ryan's Principal Financial Group Experience July 2015 - Present
Job IT System AnalystLead at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group July 2015 - Present
Principal Financial Group July 2014 - July 2015
West Monroe Partners May 2013 - June 2014
Bain & Company August 2008 - February 2012
Bain & Company August 2008 - March 2011
Hartland Mortgage Centers Inc May 2007 - August 2008
John Deere Deployment Consultant February 2005 - January 2006
Skills
Microsoft Office, SharePoint, Microsoft Project, Good Mobile Messaging, BES 5.0, Innovation, Organizational..., Positive Attitude, Problem Solving, Documentation, Troubleshooting, Active Directory, Servers, Customer Relations, Customer Service, Windows, Administration, Outlook, Excel, Team Leadership, Process Improvement, Word, Budgeting, Negotiation, Visio, PowerPoint, System Administration, Project Planning, Operating Systems, Technical Support, MS Project, Software Documentation, Microsoft SQL Server, Blackberry Enterprise..., Project Management, VPN, Data Analysis, Management, SCCM, Networking, Firewalls, Leadership, Business Strategy, Management Consulting, Business Analysis, Strategy
Education
University of Wisconsin-Parkside 2006 — 2007
BA, MIS
University of Northern Iowa 2002 — 2006
MIS
Assumption High School
Principal Financial Group July 2015 - Present
Principal Financial Group July 2014 - July 2015
West Monroe Partners May 2013 - June 2014
Bain & Company August 2008 - February 2012
Bain & Company August 2008 - March 2011
Hartland Mortgage Centers Inc May 2007 - August 2008
John Deere Deployment Consultant February 2005 - January 2006
Skills
Microsoft Office, SharePoint, Microsoft Project, Good Mobile Messaging, BES 5.0, Innovation, Organizational..., Positive Attitude, Problem Solving, Documentation, Troubleshooting, Active Directory, Servers, Customer Relations, Customer Service, Windows, Administration, Outlook, Excel, Team Leadership, Process Improvement, Word, Budgeting, Negotiation, Visio, PowerPoint, System Administration, Project Planning, Operating Systems, Technical Support, MS Project, Software Documentation, Microsoft SQL Server, Blackberry Enterprise..., Project Management, VPN, Data Analysis, Management, SCCM, Networking, Firewalls, Leadership, Business Strategy, Management Consulting, Business Analysis, Strategy
Education
University of Wisconsin-Parkside 2006 — 2007
BA, MIS
University of Northern Iowa 2002 — 2006
MIS
Assumption High School
Joseph Tindall, CFE Joseph Tindall, CFE's Principal Financial Group Experience December 2006 - March 2008
Job Home Inspector at Starmark Home Inspection
Industry Real Estate
Experience
Starmark Home Inspections June 2015 - Present
HeiTech Services, Inc. September 2012 - Present
Cherokee Nation Technologies - Contractor for the US Department of Labor November 2010 - September 2012
HeiTech Services, Inc. - Contractor for the US Department of Labor October 2008 - September 2010
Hartland Mortgage Centers May 2008 - October 2008
Principal Financial Group December 2006 - March 2008
Regions Bank January 2005 - December 2006
Skills
Credit, Training, Loans, Analysis, Government, Software Documentation, Management, Mortgage Lending, Program Management, Policy, Public Speaking, Policy Analysis, Finance, Financial Analysis
Education
University of Northern Iowa 2003 — 2007
BA, Finance and Real Estate
Wartburg College 2003 — 2004
Starmark Home Inspections June 2015 - Present
HeiTech Services, Inc. September 2012 - Present
Cherokee Nation Technologies - Contractor for the US Department of Labor November 2010 - September 2012
HeiTech Services, Inc. - Contractor for the US Department of Labor October 2008 - September 2010
Hartland Mortgage Centers May 2008 - October 2008
Principal Financial Group December 2006 - March 2008
Regions Bank January 2005 - December 2006
Skills
Credit, Training, Loans, Analysis, Government, Software Documentation, Management, Mortgage Lending, Program Management, Policy, Public Speaking, Policy Analysis, Finance, Financial Analysis
Education
University of Northern Iowa 2003 — 2007
BA, Finance and Real Estate
Wartburg College 2003 — 2004
Robert G. Miller, QPFC, AIF's Principal Financial Group Experience October 1997 - December 1999
Job Creating positive outcomes by helping retirement plan advisors grow their retirement plan business and bottom line!
Industry Financial Services
Experience
Goldleaf Partners September 2012 - Present
Kidder Benefits Consultants, Inc. January 2005 - August 2012
McDermott & Miller, P.C. December 1999 - December 2004
Principal Financial Group October 1997 - December 1999
Skills
ERISA, Retirement Plan..., Plan Design, Business, Marketing, Public Speaking, Relationship Marketing, Vendor Management, Sales Management, 401k, Defined Benefit, Cash Balance Plans, Qualified Retirement..., Technical Seminars, 403 b, 457 Plans, Retirement Plan..., Critical Thinking, Creative Solutions, Increased Profitability, Value Selling, Administration..., Advanced Business..., Team-oriented, Professional, Sales Presentations, Computer Proficiency, Reetirement Plan..., Broker seminars, Client Development, Client focused, Highly self-motivated, Highly resourceful, Extroverted, Possess an innate..., Highly articulate, Can cultivate long-term..., New..., Safe Harbor Retirement..., Defined Cortribution, Persistant, self..., Empathetic attitude, Ability to persuade and..., People oriented, Pensions, CRM, Employee Benefits, Retirement, Financial Advisory, Business Planning
Education
University of Northern Iowa
Bachelor of Arts (B.A.), History/Education
University of Northern Iowa
Bachelor of Arts: History/Education
Goldleaf Partners September 2012 - Present
Kidder Benefits Consultants, Inc. January 2005 - August 2012
McDermott & Miller, P.C. December 1999 - December 2004
Principal Financial Group October 1997 - December 1999
Skills
ERISA, Retirement Plan..., Plan Design, Business, Marketing, Public Speaking, Relationship Marketing, Vendor Management, Sales Management, 401k, Defined Benefit, Cash Balance Plans, Qualified Retirement..., Technical Seminars, 403 b, 457 Plans, Retirement Plan..., Critical Thinking, Creative Solutions, Increased Profitability, Value Selling, Administration..., Advanced Business..., Team-oriented, Professional, Sales Presentations, Computer Proficiency, Reetirement Plan..., Broker seminars, Client Development, Client focused, Highly self-motivated, Highly resourceful, Extroverted, Possess an innate..., Highly articulate, Can cultivate long-term..., New..., Safe Harbor Retirement..., Defined Cortribution, Persistant, self..., Empathetic attitude, Ability to persuade and..., People oriented, Pensions, CRM, Employee Benefits, Retirement, Financial Advisory, Business Planning
Education
University of Northern Iowa
Bachelor of Arts (B.A.), History/Education
University of Northern Iowa
Bachelor of Arts: History/Education
Jeremy Munter's Principal Financial Group Experience 2005 - Present
Job Sr. Internal Wholesaler at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group 2005 - Present
Prudential Financial 2003 - 2005
Cottingham & Butler 2002 - 2003
Skills
401k, Retirement, Series 63, Retirement Planning, Profit Sharing, Relationship Management, Insurance, Investments, Marketing, Series 7
Education
University of Northern Iowa 1998 — 2002
Communications, Communications, Marketing
Principal Financial Group 2005 - Present
Prudential Financial 2003 - 2005
Cottingham & Butler 2002 - 2003
Skills
401k, Retirement, Series 63, Retirement Planning, Profit Sharing, Relationship Management, Insurance, Investments, Marketing, Series 7
Education
University of Northern Iowa 1998 — 2002
Communications, Communications, Marketing
Jed Mengel Jed Mengel's Principal Financial Group Experience December 1993 - May 1998
Job Financial Professional at AXA Advisors
Industry Financial Services
Experience
AXA Advisors February 2010 - Present
Brokers Clearing House May 2005 - May 2009
GuideOne Insurance May 2001 - May 2005
Ruan Transport Corporation January 1998 - May 2001
Principal Financial Group December 1993 - May 1998
Education
University of Northern Iowa 1990 — 1992
BA, Marketing
Paton-Churdan
AXA Advisors February 2010 - Present
Brokers Clearing House May 2005 - May 2009
GuideOne Insurance May 2001 - May 2005
Ruan Transport Corporation January 1998 - May 2001
Principal Financial Group December 1993 - May 1998
Education
University of Northern Iowa 1990 — 1992
BA, Marketing
Paton-Churdan
Jonathan Grafft Jonathan Grafft's Principal Financial Group Experience May 1995 - August 1995
Job Talent Management/Project Management Consultant
Industry Human Resources
Experience
Black Box Consulting, Inc. June 2013 - Present
Korn/Ferry Futurestep International 2007 - June 2013
Korn/Ferry Futurestep 2003 - June 2013
The Newman Group December 2003 - June 2007
John Deere 1999 - 2003
Hewitt Associates 1996 - 1999
Principal Financial Group May 1995 - August 1995
Skills
Talent Management, HR Strategy, Process Improvement, Talent Acquisition, Sourcing, Vendor Management, Management Consulting, Recruitment/Retention, PeopleSoft, Onboarding, Applicant Tracking..., Strategic Planning, Program Management, Business Analysis, HR Consulting, Business Intelligence, Team Building, Vendor Relations, Project Implementation, Business Process..., Team Management, Team Leadership, Business Strategy, Metrics, Access, Business Objects, Project Planning, Personnel Management, Taleo, Management, Consulting, Integration, Human Resources, Training, Strategy, E-recruitment
Education
University of Northern Iowa 1992 — 1996
Bachelor of Arts, Management Information Systems
University of Northern Iowa 1992 — 1996
Bachelor of Arts (B.A.), Management Information Systems, General
South Page High School
High school diploma
Black Box Consulting, Inc. June 2013 - Present
Korn/Ferry Futurestep International 2007 - June 2013
Korn/Ferry Futurestep 2003 - June 2013
The Newman Group December 2003 - June 2007
John Deere 1999 - 2003
Hewitt Associates 1996 - 1999
Principal Financial Group May 1995 - August 1995
Skills
Talent Management, HR Strategy, Process Improvement, Talent Acquisition, Sourcing, Vendor Management, Management Consulting, Recruitment/Retention, PeopleSoft, Onboarding, Applicant Tracking..., Strategic Planning, Program Management, Business Analysis, HR Consulting, Business Intelligence, Team Building, Vendor Relations, Project Implementation, Business Process..., Team Management, Team Leadership, Business Strategy, Metrics, Access, Business Objects, Project Planning, Personnel Management, Taleo, Management, Consulting, Integration, Human Resources, Training, Strategy, E-recruitment
Education
University of Northern Iowa 1992 — 1996
Bachelor of Arts, Management Information Systems
University of Northern Iowa 1992 — 1996
Bachelor of Arts (B.A.), Management Information Systems, General
South Page High School
High school diploma
Jared Noska's Principal Financial Group Experience May 2012 - Present
Job IT Database Analyst II at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group May 2012 - Present
Skills
Visual Basic, SQL, Microsoft SQL Server, Troubleshooting, DB2, PHP, phpMyAdmin, MySQL, ColdFusion, HTML, Informatica, SSIS, SharePoint Designer, Oracle, Database Design, ETL, Windows Server, PL/SQL
Education
University of Northern Iowa 2008 — 2012
Bachelor of Arts (B.A.), Management Information Systems, General
Principal Financial Group May 2012 - Present
Skills
Visual Basic, SQL, Microsoft SQL Server, Troubleshooting, DB2, PHP, phpMyAdmin, MySQL, ColdFusion, HTML, Informatica, SSIS, SharePoint Designer, Oracle, Database Design, ETL, Windows Server, PL/SQL
Education
University of Northern Iowa 2008 — 2012
Bachelor of Arts (B.A.), Management Information Systems, General
Kelly Peters's Principal Financial Group Experience November 2008 - September 2009
Job Vice President Product Development, Network Management and Marketing at Nippon Life Benefits
Industry Insurance
Experience
Nippon Life Benefits March 2015 - Present
Nippon Life Benefits January 2012 - Present
Cystic Fibrosis Foundation - Iowa Chapter January 2010 - Present
Wellmark September 2009 - December 2011
Principal Financial Group November 2008 - September 2009
Principal Financial Group 2005 - 2008
Skills
Business Planning, Group Insurance, Employee Benefits, Provider Network..., Business Relationship..., Marketing Strategy, Product Development, Product Strategy, Strategy Development, Strategy, Health Insurance, Sales, Product Management, Leadership, Insurance, Network Administration, Marketing, Vendor Management, Healthcare, Pricing, Disability Insurance, Cross-functional Team..., Medicare, Risk Management, Managed Care, Underwriting, Data Analysis, Life Insurance, Claim, Term Life Insurance, Health Savings Accounts, Brokers
Education
University of Northern Iowa 1984 — 1987
BA, Business Management
Nippon Life Benefits March 2015 - Present
Nippon Life Benefits January 2012 - Present
Cystic Fibrosis Foundation - Iowa Chapter January 2010 - Present
Wellmark September 2009 - December 2011
Principal Financial Group November 2008 - September 2009
Principal Financial Group 2005 - 2008
Skills
Business Planning, Group Insurance, Employee Benefits, Provider Network..., Business Relationship..., Marketing Strategy, Product Development, Product Strategy, Strategy Development, Strategy, Health Insurance, Sales, Product Management, Leadership, Insurance, Network Administration, Marketing, Vendor Management, Healthcare, Pricing, Disability Insurance, Cross-functional Team..., Medicare, Risk Management, Managed Care, Underwriting, Data Analysis, Life Insurance, Claim, Term Life Insurance, Health Savings Accounts, Brokers
Education
University of Northern Iowa 1984 — 1987
BA, Business Management
Joel Figgins Joel Figgins's Principal Financial Group Experience June 2007 - Present
Job Financial Analyst at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group June 2007 - Present
Education
University of Northern Iowa 2003 — 2005
Bachelor's, Statistics and Actuarial Science
Principal Financial Group June 2007 - Present
Education
University of Northern Iowa 2003 — 2005
Bachelor's, Statistics and Actuarial Science
Mikko Erkamaa Mikko Erkamaa's Principal Financial Group Experience 1994 - 1999
Job Vice President at Walker & Dunlop
Industry Real Estate
Experience
Walker & Dunlop June 2012 - Present
Grandbridge Real Estate Capital 2001 - June 2012
Captec Net Lease Realty 1999 - 2001
Principal Financial Group 1994 - 1999
AEGON 1993 - 1994
Skills
Investment Properties, Commercial Real Estate, Retail, Property, Sale-Leaseback, Mergers, Industrial Engineering, Real Estate Economics, Real Estate Development, Disposition, Real Estate, Leases, Asset Management, Loans, Portfolio Management, Commercial Mortgages, Finance, Brokerage
Education
University of Northern Iowa 1990 — 1994
BA, Finance
Walker & Dunlop June 2012 - Present
Grandbridge Real Estate Capital 2001 - June 2012
Captec Net Lease Realty 1999 - 2001
Principal Financial Group 1994 - 1999
AEGON 1993 - 1994
Skills
Investment Properties, Commercial Real Estate, Retail, Property, Sale-Leaseback, Mergers, Industrial Engineering, Real Estate Economics, Real Estate Development, Disposition, Real Estate, Leases, Asset Management, Loans, Portfolio Management, Commercial Mortgages, Finance, Brokerage
Education
University of Northern Iowa 1990 — 1994
BA, Finance
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
Jill Anonson's Principal Financial Group Experience December 1997 - October 2003
Job Manager, Event Solutions at ITA Group, Inc.
Industry Events Services
Experience
ITA Group, Inc. October 2014 - Present
ITAGroup September 2011 - October 2014
ITAGroup November 2010 - August 2011
ITAGroup October 2003 - November 2010
Principal Financial Group December 1997 - October 2003
ITAGroup October 1992 - December 1997
Skills
Event Management, Sales, Event Planning, Business Development, Incentives, Incentive Programs, Account Management, Management, Trade Shows, Hotels, Meeting Planning, Non-profits, Marketing Strategy, Hospitality, Corporate Events, Contract Negotiation
Education
University of Northern Iowa 1988 — 1992
ITA Group, Inc. October 2014 - Present
ITAGroup September 2011 - October 2014
ITAGroup November 2010 - August 2011
ITAGroup October 2003 - November 2010
Principal Financial Group December 1997 - October 2003
ITAGroup October 1992 - December 1997
Skills
Event Management, Sales, Event Planning, Business Development, Incentives, Incentive Programs, Account Management, Management, Trade Shows, Hotels, Meeting Planning, Non-profits, Marketing Strategy, Hospitality, Corporate Events, Contract Negotiation
Education
University of Northern Iowa 1988 — 1992
Jeff Schwarte Jeff Schwarte's Principal Financial Group Experience June 1993 - Present
Job Portfolio Manager at Principal Financial Group
Industry Investment Management
Experience
Principal Financial Group June 1993 - Present
Skills
Portfolio Management, Risk Management, Stock Market Analysis, Information Technology, Big Data Analytics, Quantitative Research, Fundamental Analysis, Behavioral Finance, Leadership
Education
University of Northern Iowa 1989 — 1993
Bachelor’s Degree, Accounting
Principal Financial Group June 1993 - Present
Skills
Portfolio Management, Risk Management, Stock Market Analysis, Information Technology, Big Data Analytics, Quantitative Research, Fundamental Analysis, Behavioral Finance, Leadership
Education
University of Northern Iowa 1989 — 1993
Bachelor’s Degree, Accounting
Kathryn Halsne Kathryn Halsne's Principal Financial Group Experience June 2010 - Present
Job Leadership Development Program Associate at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group June 2010 - Present
University of Northern Iowa 2007 - 2009
Education
University of Northern Iowa 2006 — 2009
Finance
Principal Financial Group June 2010 - Present
University of Northern Iowa 2007 - 2009
Education
University of Northern Iowa 2006 — 2009
Finance
Patti Van Thomme's Principal Financial Group Experience June 1977 - October 2012
Job Manager
Industry Farming
Experience
Family business October 2012 - Present
Principal Financial Group June 1977 - October 2012
Skills
Vendor Management, Process Improvement, Strategic Sourcing, Strategic Planning, Change Management, Contract Management, Outsourcing, Project Management, Procurement, Supply Management, Business Process..., Leadership
Education
University of Northern Iowa 1973 — 1977
Aspen Institute
Family business October 2012 - Present
Principal Financial Group June 1977 - October 2012
Skills
Vendor Management, Process Improvement, Strategic Sourcing, Strategic Planning, Change Management, Contract Management, Outsourcing, Project Management, Procurement, Supply Management, Business Process..., Leadership
Education
University of Northern Iowa 1973 — 1977
Aspen Institute
Mindy Day-Hodges Mindy Day-Hodges's Principal Financial Group Experience January 1998 - October 1999
Job Investment Specialist/Portfolio Manager
Industry Investment Management
Experience
Convergent Wealth Advisors 2008 - 2008
Bessemer Trust 2007 - 2008
US Trust 1998 - 2007
Principal Financial Group January 1998 - October 1999
United States Peace Corps Koutiala, Mali - West Africa August 1995 - November 1997
Education
University of Southern California - Marshall School of Business 2001 — 2003
University of Northern Iowa 1991 — 1995
Bachelor of Arts, Finance
Convergent Wealth Advisors 2008 - 2008
Bessemer Trust 2007 - 2008
US Trust 1998 - 2007
Principal Financial Group January 1998 - October 1999
United States Peace Corps Koutiala, Mali - West Africa August 1995 - November 1997
Education
University of Southern California - Marshall School of Business 2001 — 2003
University of Northern Iowa 1991 — 1995
Bachelor of Arts, Finance
Joel North, CFP® Joel North, CFP®'s Principal Financial Group Experience September 2011 - Present
Job Financial Advisor at Principal Financial Group
Industry Investment Management
Experience
Principal Financial Group September 2011 - Present
US Bank March 2010 - August 2011
US Bancorp Investments, Inc. November 2007 - February 2010
Principal Financial Group July 1990 - October 2007
Skills
Estate Planning, Wealth Accumulation, Charitable Giving, Buy-Sell Review, 401(k) & 403(b), SEP & Simple IRAs, Financial Needs Analysis, Informal Business..., Business Continuation...
Education
University of Northern Iowa 1982 — 1987
Bachelor of Arts, Marketing & German
Principal Financial Group September 2011 - Present
US Bank March 2010 - August 2011
US Bancorp Investments, Inc. November 2007 - February 2010
Principal Financial Group July 1990 - October 2007
Skills
Estate Planning, Wealth Accumulation, Charitable Giving, Buy-Sell Review, 401(k) & 403(b), SEP & Simple IRAs, Financial Needs Analysis, Informal Business..., Business Continuation...
Education
University of Northern Iowa 1982 — 1987
Bachelor of Arts, Marketing & German
Joe Sahm Joe Sahm's Principal Financial Group Experience January 2004 - August 2007
Job Regional Sales Manager at Hunter's Specialties
Industry Sporting Goods
Experience
Hunter's Specialties June 2012 - Present
Hunter's Specialties May 2010 - June 2012
Hunter's Specialties 2009 - 2010
Hunter's Specialties August 2007 - 2009
Principal Financial Group January 2004 - August 2007
Skills
Hunting, Trade Shows, Press Releases, Sports, Sporting Goods, Outdoor Recreation, Social Media, Social Media Marketing, Fishing, Media Relations, Public Relations, Product Development, Sales Management, Merchandising, Customer Service, Sales, Marketing Strategy, Marketing, Strategic Planning, New Business Development
Education
University of Northern Iowa 1990 — 1992
Bachelor's, Psychology
University of Northern Iowa
Bachelor's degree, Psychology
Hunter's Specialties June 2012 - Present
Hunter's Specialties May 2010 - June 2012
Hunter's Specialties 2009 - 2010
Hunter's Specialties August 2007 - 2009
Principal Financial Group January 2004 - August 2007
Skills
Hunting, Trade Shows, Press Releases, Sports, Sporting Goods, Outdoor Recreation, Social Media, Social Media Marketing, Fishing, Media Relations, Public Relations, Product Development, Sales Management, Merchandising, Customer Service, Sales, Marketing Strategy, Marketing, Strategic Planning, New Business Development
Education
University of Northern Iowa 1990 — 1992
Bachelor's, Psychology
University of Northern Iowa
Bachelor's degree, Psychology
Kelly Christensen Kelly Christensen's Principal Financial Group Experience September 2006 - Present
Job Financial Services Representative Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group September 2006 - Present
Shelter Insurance May 2003 - August 2006
University of Northern Iowa June 1997 - April 2003
Skills
Investments, Small Business Planning, Retirement Planning, Estate Planning, Life Insurance, Long-term Care, Disability Insurance
Education
University of Northern Iowa 1991 — 1994
B.A., Marketing
Waldorf College 1989 — 1991
A.A., Business
Principal Financial Group September 2006 - Present
Shelter Insurance May 2003 - August 2006
University of Northern Iowa June 1997 - April 2003
Skills
Investments, Small Business Planning, Retirement Planning, Estate Planning, Life Insurance, Long-term Care, Disability Insurance
Education
University of Northern Iowa 1991 — 1994
B.A., Marketing
Waldorf College 1989 — 1991
A.A., Business
Meredith Nolan Meredith Nolan's Principal Financial Group Experience July 2015 - Present
Job Meeting Planner at Principal Financial Group
Industry Public Relations and Communications
Experience
Principal Financial Group July 2015 - Present
INTL FCStone Inc. August 2013 - July 2015
Terrace Hill: Iowa Governor's Residence and Historic Landmark January 2011 - August 2013
Alzheimer's Association Greater Iowa Chapter May 2010 - January 2011
Big Brothers Big Sisters of Northeast Iowa September 2009 - May 2010
Skills
Event Planning, InDesign, Microsoft Office, Social Media Marketing, Newsletter Production, Email Newsletter Design
Education
University of Northern Iowa 2006 — 2010
BA, Public Relations
Principal Financial Group July 2015 - Present
INTL FCStone Inc. August 2013 - July 2015
Terrace Hill: Iowa Governor's Residence and Historic Landmark January 2011 - August 2013
Alzheimer's Association Greater Iowa Chapter May 2010 - January 2011
Big Brothers Big Sisters of Northeast Iowa September 2009 - May 2010
Skills
Event Planning, InDesign, Microsoft Office, Social Media Marketing, Newsletter Production, Email Newsletter Design
Education
University of Northern Iowa 2006 — 2010
BA, Public Relations
Phil Coyne's Principal Financial Group Experience March 1998 - September 1998
Job Agency Sales Consultant @ State Auto Insurance Company
Industry Insurance
Experience
State Auto October 2010 - Present
State Auto Insurance March 2004 - October 2010
Hawkeye Security Insurance Company October 1998 - February 2004
Principal Financial Group March 1998 - September 1998
Allied Insurance January 1994 - March 1998
Allied Group Mortgage Company 1991 - January 1994
Statesman Mortgage Company October 1988 - 1991
Education
University of Northern Iowa 1983 — 1988
BA, English, Journalism, Psychology
Waukee Community High School 1979 — 1983
State Auto October 2010 - Present
State Auto Insurance March 2004 - October 2010
Hawkeye Security Insurance Company October 1998 - February 2004
Principal Financial Group March 1998 - September 1998
Allied Insurance January 1994 - March 1998
Allied Group Mortgage Company 1991 - January 1994
Statesman Mortgage Company October 1988 - 1991
Education
University of Northern Iowa 1983 — 1988
BA, English, Journalism, Psychology
Waukee Community High School 1979 — 1983
Michelle Temeyer's Principal Financial Group Experience May 2015 - August 2015
Job Assistant to Professor at University of Northern Iowa
Industry Accounting
Experience
University of Northern Iowa September 2013 - Present
Principal Financial Group May 2015 - August 2015
Rockwell Collins December 2014 - January 2015
Culturally Intensive Spanish Program (CISP) Study Abroad June 2014 - July 2014
Staples August 2012 - August 2013
DuPont Pioneer June 2009 - August 2012
Skills
Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Budgets, Leadership, Leadership Development, Spanish, Microsoft Office, Teamwork, Time Management, Event Planning, Communication, Finance, Public Speaking
Education
University of Northern Iowa 2013 — 2017
Bachelor's degree, Accounting and Finance
Ankeny High School
University of Northern Iowa September 2013 - Present
Principal Financial Group May 2015 - August 2015
Rockwell Collins December 2014 - January 2015
Culturally Intensive Spanish Program (CISP) Study Abroad June 2014 - July 2014
Staples August 2012 - August 2013
DuPont Pioneer June 2009 - August 2012
Skills
Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Budgets, Leadership, Leadership Development, Spanish, Microsoft Office, Teamwork, Time Management, Event Planning, Communication, Finance, Public Speaking
Education
University of Northern Iowa 2013 — 2017
Bachelor's degree, Accounting and Finance
Ankeny High School
Jennifer Surratt Jennifer Surratt's Principal Financial Group Experience May 2013 - May 2013
Job Accounting Intern at Terex Corporation
Industry Accounting
Experience
Terex Corporation January 2015 - Present
Transamerica August 2014 - December 2014
Dairy Queen August 2010 - August 2014
University of Northern Iowa August 2012 - May 2014
Principal Financial Group May 2013 - May 2013
Skills
Time Management, PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Customer Service, Teamwork, Event Planning, Data Entry, Leadership, Social Media, Research, Public Speaking, Critical Thinking, Facebook, Inventory Management, Outlook, Access, Cashiering, Social Networking
Education
University of Northern Iowa 2012 — 2015
Bachelor's Degree, Accounting
Terex Corporation January 2015 - Present
Transamerica August 2014 - December 2014
Dairy Queen August 2010 - August 2014
University of Northern Iowa August 2012 - May 2014
Principal Financial Group May 2013 - May 2013
Skills
Time Management, PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Customer Service, Teamwork, Event Planning, Data Entry, Leadership, Social Media, Research, Public Speaking, Critical Thinking, Facebook, Inventory Management, Outlook, Access, Cashiering, Social Networking
Education
University of Northern Iowa 2012 — 2015
Bachelor's Degree, Accounting
Katy Sweeney Katy Sweeney's Principal Financial Group Experience March 2012 - Present
Job Sr. Client Implementation Manager at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group March 2012 - Present
Principal Financial Group November 2008 - March 2013
Principal Financial Group October 2006 - November 2008
Skills
Asset Management, Fixed Income, Equities, Portfolio Management, Investments, Securities, Investment Management, Mutual Funds, Business Analysis, Hedge Funds, Financial Services, Financial Markets
Education
University of Northern Iowa 2003 — 2005
Bachelor of Arts (B.A.), Sociology and Criminology
Principal Financial Group March 2012 - Present
Principal Financial Group November 2008 - March 2013
Principal Financial Group October 2006 - November 2008
Skills
Asset Management, Fixed Income, Equities, Portfolio Management, Investments, Securities, Investment Management, Mutual Funds, Business Analysis, Hedge Funds, Financial Services, Financial Markets
Education
University of Northern Iowa 2003 — 2005
Bachelor of Arts (B.A.), Sociology and Criminology
Julie (Berry) Hodges's Principal Financial Group Experience March 2010 - Present
Job Director Internal Audit and Risk Consulting at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group March 2010 - Present
Principal Financial Group October 2005 - March 2010
Wells Fargo Home Mortgage February 2004 - October 2005
Genesis10 October 2004 - January 2005
Skills
Risk Analysis, Collaborative Leadership, Risk Management, Internal Audit, Auditing, Financial Risk, Analysis, Operational Risk..., Financial Services, Portfolio Management, Business Process, Enterprise Risk..., Management, Finance, Insurance, Process Improvement, Financial Analysis, Business Analysis, Internal Controls, Investments, Employee Benefits, Leadership, Anti Money Laundering, Consulting
Education
University of Northern Iowa 1983 — 1987
BA, Business Management: Personnel and Human Resources
Principal Financial Group March 2010 - Present
Principal Financial Group October 2005 - March 2010
Wells Fargo Home Mortgage February 2004 - October 2005
Genesis10 October 2004 - January 2005
Skills
Risk Analysis, Collaborative Leadership, Risk Management, Internal Audit, Auditing, Financial Risk, Analysis, Operational Risk..., Financial Services, Portfolio Management, Business Process, Enterprise Risk..., Management, Finance, Insurance, Process Improvement, Financial Analysis, Business Analysis, Internal Controls, Investments, Employee Benefits, Leadership, Anti Money Laundering, Consulting
Education
University of Northern Iowa 1983 — 1987
BA, Business Management: Personnel and Human Resources
Kamilah Stevens Kamilah Stevens's Principal Financial Group Experience August 2007 - October 2010
Job Freelance Writer at Heed Magazine Inc.
Industry Online Media
Experience
Heed Magazine Inc. January 2013 - Present
Principal Financial Group August 2007 - October 2010
Skills
Creative Writing
Education
University of Northern Iowa 2006 — 2009
Master of Arts, Communication Studies
University of Northern Iowa 2000 — 2005
Bachelor's degree, Communication, General
Heed Magazine Inc. January 2013 - Present
Principal Financial Group August 2007 - October 2010
Skills
Creative Writing
Education
University of Northern Iowa 2006 — 2009
Master of Arts, Communication Studies
University of Northern Iowa 2000 — 2005
Bachelor's degree, Communication, General
Patti Kramer Patti Kramer's Principal Financial Group Experience April 1993 - January 2001
Job Systems Analyst at Advanced Technologies Group
Industry Information Technology and Services
Experience
Advanced Technologies Group January 2001 - Present
Principal Financial Group April 1993 - January 2001
Skills
.NET, SQL, Microsoft SQL Server
Education
Upper Iowa University 1995 — 1997
University of Northern Iowa 1991 — 1993
New Hampton
Advanced Technologies Group January 2001 - Present
Principal Financial Group April 1993 - January 2001
Skills
.NET, SQL, Microsoft SQL Server
Education
Upper Iowa University 1995 — 1997
University of Northern Iowa 1991 — 1993
New Hampton
Jennifer Chwirka Jennifer Chwirka's Principal Financial Group Experience May 2010 - Present
Job Communications Strategist at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group May 2010 - Present
University of Northern Iowa May 2008 - May 2010
ME&V September 2009 - March 2010
Skills
Public Relations, Marketing, Social Media, Research, Internal Communications, Strategic Communications, Marketing Communications, Press Releases, Newsletters, Editing, Event Planning
Education
University of Northern Iowa 2006 — 2010
Bachelor of Arts, Public Relations/Communications and Minor in Marketing
Principal Financial Group May 2010 - Present
University of Northern Iowa May 2008 - May 2010
ME&V September 2009 - March 2010
Skills
Public Relations, Marketing, Social Media, Research, Internal Communications, Strategic Communications, Marketing Communications, Press Releases, Newsletters, Editing, Event Planning
Education
University of Northern Iowa 2006 — 2010
Bachelor of Arts, Public Relations/Communications and Minor in Marketing
Maree Quetschenbach Maree Quetschenbach's Principal Financial Group Experience 2001 - 2003
Job Business Analyst
Industry Legal Services
Experience
Litigation Resources Group 2006 - 2010
Principal Financial Group 2001 - 2003
EMC Insurance Companies 1997 - 2001
EMC Insurance Companies 1995 - 1997
Johnson & Higgins 1994 - 1995
Education
University of Northern Iowa
Bachelor's degree, Marketing major and Spanish minor
Litigation Resources Group 2006 - 2010
Principal Financial Group 2001 - 2003
EMC Insurance Companies 1997 - 2001
EMC Insurance Companies 1995 - 1997
Johnson & Higgins 1994 - 1995
Education
University of Northern Iowa
Bachelor's degree, Marketing major and Spanish minor
Pamela Steffen Pamela Steffen's Principal Financial Group Experience October 2012 - Present
Job Consulting Analyst at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group October 2012 - Present
Principal Financial Group November 1989 - Present
Principal Financial Group 1989 - 1991
Skills
Qualified Retirement..., 401k, Consultative Approach, Team Building, Employee Benefit Plan..., Document Review, Defined Benefit, Investments, 403 b, Asset Allocation, Home Improvement
Education
University of Northern Iowa
Business
Principal Financial Group October 2012 - Present
Principal Financial Group November 1989 - Present
Principal Financial Group 1989 - 1991
Skills
Qualified Retirement..., 401k, Consultative Approach, Team Building, Employee Benefit Plan..., Document Review, Defined Benefit, Investments, 403 b, Asset Allocation, Home Improvement
Education
University of Northern Iowa
Business
Jeff Paine Jeff Paine's Principal Financial Group Experience 1998 - 2011
Job Realtor at Iowa Realty
Industry Real Estate
Experience
Iowa Realty 2011 - Present
Principal Financial Group 1998 - 2011
Norwalk Community Schools 1996 - 1997
Skills
National Association of..., Bilingual
Education
University of Northern Iowa 1990 — 1994
Bachelor of Arts (B.A.), Secondary Education & Spanish
Iowa Realty 2011 - Present
Principal Financial Group 1998 - 2011
Norwalk Community Schools 1996 - 1997
Skills
National Association of..., Bilingual
Education
University of Northern Iowa 1990 — 1994
Bachelor of Arts (B.A.), Secondary Education & Spanish
Karen Gray, CHSP Karen Gray, CHSP's Principal Financial Group Experience November 2014 - Present
Job Conference Center Manager at Principal Financial Group
Industry Hospitality
Experience
Principal Financial Group November 2014 - Present
Stoney Creek Inn & Conference Center December 2004 - November 2014
Grand View Lodge May 2004 - November 2004
University of Northern Iowa August 2000 - May 2004
Skills
Event Management, Event Planning, Sales, Operations Management, Employee Management, Office Administration, Hospitality Management, Tourism, Hospitality Industry, Hospitality, Hotel Management, Hotels, Food & Beverage, Resorts, Revenue Analysis
Education
University of Northern Iowa 2000 — 2004
Bacherlor of Arts, Leisure Services: Tourism and Event Programming
Principal Financial Group November 2014 - Present
Stoney Creek Inn & Conference Center December 2004 - November 2014
Grand View Lodge May 2004 - November 2004
University of Northern Iowa August 2000 - May 2004
Skills
Event Management, Event Planning, Sales, Operations Management, Employee Management, Office Administration, Hospitality Management, Tourism, Hospitality Industry, Hospitality, Hotel Management, Hotels, Food & Beverage, Resorts, Revenue Analysis
Education
University of Northern Iowa 2000 — 2004
Bacherlor of Arts, Leisure Services: Tourism and Event Programming
Kay Ellwanger Kay Ellwanger's Principal Financial Group Experience March 2011 - Present
Job Client Service Manager at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group March 2011 - Present
Principal Financial Group August 2006 - March 2011
Principal Financial Group June 1998 - August 2005
Education
University of Northern Iowa 1988 — 1993
BS, Social Science
Principal Financial Group March 2011 - Present
Principal Financial Group August 2006 - March 2011
Principal Financial Group June 1998 - August 2005
Education
University of Northern Iowa 1988 — 1993
BS, Social Science
Jeff Neumann Jeff Neumann's Principal Financial Group Experience May 1994 - January 1997
Job National Account Manager, Lilly USA, LLC
Industry Pharmaceuticals
Experience
Eli Lilly and Company April 2008 - Present
Eli Lilly and Company February 2006 - April 2008
Eli Lilly and Company June 2004 - February 2006
Eli Lilly and Company May 2002 - June 2004
Eli Lilly and Company April 2000 - May 2002
Imagyn Medical Technologies January 1997 - April 2000
Osbon Medical Systems 1997 - 2000
Principal Financial Group May 1994 - January 1997
Skills
Contract Negotiation, Medicare Part D, Managed Medicaid, National Account..., Customer Experience, Managed Markets, Account Management, Medicaid Managed Care, Managed Care, B2B, Pharmaceutical Sales, Market Access, Oncology, Pharmaceutical Industry, Sales Presentations, Sales, Sales Management, Sales Effectiveness, Leadership, Pharmacy Benefit..., Negotiation, Cross-functional Team...
Education
University of Northern Iowa 1989 — 1994
Bachelor of Arts (B.A.), Finance
Eli Lilly and Company April 2008 - Present
Eli Lilly and Company February 2006 - April 2008
Eli Lilly and Company June 2004 - February 2006
Eli Lilly and Company May 2002 - June 2004
Eli Lilly and Company April 2000 - May 2002
Imagyn Medical Technologies January 1997 - April 2000
Osbon Medical Systems 1997 - 2000
Principal Financial Group May 1994 - January 1997
Skills
Contract Negotiation, Medicare Part D, Managed Medicaid, National Account..., Customer Experience, Managed Markets, Account Management, Medicaid Managed Care, Managed Care, B2B, Pharmaceutical Sales, Market Access, Oncology, Pharmaceutical Industry, Sales Presentations, Sales, Sales Management, Sales Effectiveness, Leadership, Pharmacy Benefit..., Negotiation, Cross-functional Team...
Education
University of Northern Iowa 1989 — 1994
Bachelor of Arts (B.A.), Finance
Nick Dose's Principal Financial Group Experience 2008 - 2008
Job Store Team Leader at Target
Industry Retail
Experience
Target March 2014 - Present
Target August 2012 - April 2014
Target September 2010 - August 2012
The HON Company June 2009 - June 2010
University of Northern Iowa August 2007 - May 2008
University of Northern Iowa August 2006 - May 2008
Principal Financial Group 2008 - 2008
Skills
Team Leadership, Leadership Development, Training, Retail, Customer Service, Store Management, Public Speaking, Coaching, Team Building, Merchandising, Management, Marketing Strategy, Strategic Planning, Leadership
Education
University of Northern Iowa 2004 — 2008
Bachelor of Arts (B.A.), Public Relations, Advertising, and Applied Communication
Target March 2014 - Present
Target August 2012 - April 2014
Target September 2010 - August 2012
The HON Company June 2009 - June 2010
University of Northern Iowa August 2007 - May 2008
University of Northern Iowa August 2006 - May 2008
Principal Financial Group 2008 - 2008
Skills
Team Leadership, Leadership Development, Training, Retail, Customer Service, Store Management, Public Speaking, Coaching, Team Building, Merchandising, Management, Marketing Strategy, Strategic Planning, Leadership
Education
University of Northern Iowa 2004 — 2008
Bachelor of Arts (B.A.), Public Relations, Advertising, and Applied Communication
Kristine Davis's Principal Financial Group Experience June 1995 - June 2012
Job Data Analyst at Aviva USA
Industry Financial Services
Experience
Athene USA June 2012 - Present
Principal Financial Group June 1995 - June 2012
Skills
Database Administration, Data Modeling, Visio, DB2, Data Warehousing, Oracle, Informatica, SDLC, Database Design, ETL, Business Objects, Data Integration, SharePoint, Business Requirements, Requirements Analysis, Business Analysis
Education
University of Northern Iowa 1990 — 1995
BS, Math and Computer Science
Athene USA June 2012 - Present
Principal Financial Group June 1995 - June 2012
Skills
Database Administration, Data Modeling, Visio, DB2, Data Warehousing, Oracle, Informatica, SDLC, Database Design, ETL, Business Objects, Data Integration, SharePoint, Business Requirements, Requirements Analysis, Business Analysis
Education
University of Northern Iowa 1990 — 1995
BS, Math and Computer Science
Michelle Vedder Michelle Vedder's Principal Financial Group Experience June 1991 - Present
Job Senior Systems Analyst at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group June 1991 - Present
Skills
Agile Methodologies, HP Exstream, Analysis
Education
Drake University 1993 — 1997
Master of Business Administration (MBA)
University of Northern Iowa 1987 — 1991
Bachelor of Arts (B.A.), Accounting
Principal Financial Group June 1991 - Present
Skills
Agile Methodologies, HP Exstream, Analysis
Education
Drake University 1993 — 1997
Master of Business Administration (MBA)
University of Northern Iowa 1987 — 1991
Bachelor of Arts (B.A.), Accounting
Pat Nelson's Principal Financial Group Experience 2011 - Present
Job Director of Sales at Principal Financial Group
Industry Insurance
Experience
Principal Financial Group 2011 - Present
Skills
Disability Insurance, Dental, Term Life Insurance, Employee Benefits, Insurance, New Business Development, Underwriting, Short Term Disability, Health Insurance, Voluntary Employee..., Group Life, Voluntary Products, Long-Term Disability, Vision Insurance, Life Insurance, Leadership, Customer Service, Brokers
Education
University of Northern Iowa 1994 — 1997
Principal Financial Group 2011 - Present
Skills
Disability Insurance, Dental, Term Life Insurance, Employee Benefits, Insurance, New Business Development, Underwriting, Short Term Disability, Health Insurance, Voluntary Employee..., Group Life, Voluntary Products, Long-Term Disability, Vision Insurance, Life Insurance, Leadership, Customer Service, Brokers
Education
University of Northern Iowa 1994 — 1997
Jessica Henricksen's Principal Financial Group Experience July 1997 - Present
Job Assistant Director Institutional Sales
Industry Financial Services
Experience
Principal Financial Group July 1997 - Present
Principal Financial Group 1997 - 2012
Skills
401k, Strategy, Retirement Plan..., Series 6, Defined Benefit, Retirement, Series 63, Series 7, ERISA, Profit Sharing, Series 24, Qualified Retirement..., Defined Contribution, Retirement Planning, Mutual Funds
Education
University of Northern Iowa 1992 — 1996
Bachelor of Business Administration (B.B.A.), Management and Economics
Starmont High School 1988 — 1992
High School
Principal Financial Group July 1997 - Present
Principal Financial Group 1997 - 2012
Skills
401k, Strategy, Retirement Plan..., Series 6, Defined Benefit, Retirement, Series 63, Series 7, ERISA, Profit Sharing, Series 24, Qualified Retirement..., Defined Contribution, Retirement Planning, Mutual Funds
Education
University of Northern Iowa 1992 — 1996
Bachelor of Business Administration (B.B.A.), Management and Economics
Starmont High School 1988 — 1992
High School
Molly Doolittle's Principal Financial Group Experience May 2006 - June 2010
Job Web Designer and Usability Specialist
Industry Online Media
Experience
Blue Rock Designs May 2009 - Present
Iowa State University Extension June 2010 - December 2012
Principal Financial Group May 2006 - June 2010
University of Northern Iowa - Marketing and Public Relations Department October 2003 - May 2006
Skills
Web Design, Content Management, HTML, SEO, Newsletters, Social Media, Usability, Usability Testing, Email Marketing, Drupal, CSS, Mobile Internet, User Experience, CMS, Web Content
Education
University of Northern Iowa 2002 — 2006
BA, Marketing
Blue Rock Designs May 2009 - Present
Iowa State University Extension June 2010 - December 2012
Principal Financial Group May 2006 - June 2010
University of Northern Iowa - Marketing and Public Relations Department October 2003 - May 2006
Skills
Web Design, Content Management, HTML, SEO, Newsletters, Social Media, Usability, Usability Testing, Email Marketing, Drupal, CSS, Mobile Internet, User Experience, CMS, Web Content
Education
University of Northern Iowa 2002 — 2006
BA, Marketing
Maureen Moffit's Principal Financial Group Experience May 2005 - May 2013
Job Director of Training at Mitchell Communications Group
Industry Public Relations and Communications
Experience
Mitchell Communications Group May 2013 - Present
Principal Financial Group May 2005 - May 2013
Principal Financial Group May 2001 - May 2005
Skills
Performance Consulting, Talent Development, Talent Management, Succession Planning, Executive Development, Performance Management, Management Development, Leadership Development, Instructional Design, Change Management, Organizational Change, Coaching
Education
Marshalltown Community College
AA
University of Northern Iowa
BA-Elementary Education
Mitchell Communications Group May 2013 - Present
Principal Financial Group May 2005 - May 2013
Principal Financial Group May 2001 - May 2005
Skills
Performance Consulting, Talent Development, Talent Management, Succession Planning, Executive Development, Performance Management, Management Development, Leadership Development, Instructional Design, Change Management, Organizational Change, Coaching
Education
Marshalltown Community College
AA
University of Northern Iowa
BA-Elementary Education
Jeff Helgeson's Principal Financial Group Experience May 1995 - July 1997
Job Technology Architect at John Deere Financial
Industry Information Technology and Services
Experience
John Deere Credit Defensive CoordinatorAnkeny High SchoolJanuary 2009 - Present
Grand View College January 2008 - December 2008
Urbandale High School May 2004 - December 2007
Dowling Catholic High School January 1998 - November 2003
Lake Mills High School January 1996 - November 1997
Principal Financial Group May 1995 - July 1997
Skills
Business Analysis, Requirements Analysis, SQL, Team Leadership, Project Management, Enterprise Architecture, DB2, Agile Methodologies, SDLC, Visio, IT Management, Leadership, Program Management
Education
University of Northern Iowa 1991 — 1995
John Deere Credit Defensive CoordinatorAnkeny High SchoolJanuary 2009 - Present
Grand View College January 2008 - December 2008
Urbandale High School May 2004 - December 2007
Dowling Catholic High School January 1998 - November 2003
Lake Mills High School January 1996 - November 1997
Principal Financial Group May 1995 - July 1997
Skills
Business Analysis, Requirements Analysis, SQL, Team Leadership, Project Management, Enterprise Architecture, DB2, Agile Methodologies, SDLC, Visio, IT Management, Leadership, Program Management
Education
University of Northern Iowa 1991 — 1995
Jenna Gochanour's Principal Financial Group Experience May 2009 - Present
Job HR Project Coordinator at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group May 2009 - Present
Principal Financial Group February 2007 - May 2009
Principal Financial Group January 2005 - February 2007
Education
University of Northern Iowa 2000 — 2004
BA, Family Services
Principal Financial Group May 2009 - Present
Principal Financial Group February 2007 - May 2009
Principal Financial Group January 2005 - February 2007
Education
University of Northern Iowa 2000 — 2004
BA, Family Services
Neal Halder's Principal Financial Group Experience January 2006 - Present
Job AVP & Chief Underwriter at Principal Financial Group
Industry Insurance
Experience
Principal Financial Group January 2006 - Present
Skills
Underwriting, Insurance, Term Life Insurance, Retirement, Retirement Planning, Reinsurance, Brokers, Risk Management, Estate Planning, Universal Life
Education
University of Northern Iowa 1982 — 1986
BA, Finance
Principal Financial Group January 2006 - Present
Skills
Underwriting, Insurance, Term Life Insurance, Retirement, Retirement Planning, Reinsurance, Brokers, Risk Management, Estate Planning, Universal Life
Education
University of Northern Iowa 1982 — 1986
BA, Finance
Marcie Torkelson's Principal Financial Group Experience April 2013 - Present
Job Assistant Financial Controller at Principal Financial Group
Industry Accounting
Experience
Principal Financial Group April 2013 - Present
Principal Global Investors March 2008 - April 2013
Principal Global Investors December 2005 - March 2008
Skills
Financial Reporting, Financial Analysis, Finance, Financial Accounting, Financial Modeling, Risk Management, Accounting, Investments, Financial Planning, Equities, Internal Controls, Process Improvement
Education
University of Northern Iowa
Principal Financial Group April 2013 - Present
Principal Global Investors March 2008 - April 2013
Principal Global Investors December 2005 - March 2008
Skills
Financial Reporting, Financial Analysis, Finance, Financial Accounting, Financial Modeling, Risk Management, Accounting, Investments, Financial Planning, Equities, Internal Controls, Process Improvement
Education
University of Northern Iowa
Jesse Armour's Principal Financial Group Experience October 2011 - Present
Job Financial Accountant at Principal Financial Group
Industry Insurance
Experience
Principal Financial Group October 2011 - Present
Principal Financial Group October 2011 - Present
Principal Financial Group 2008 - 2011
Skills
Insurance, Employee Benefits, Health Insurance, Life Insurance, Risk Management, Process Improvement, Fixed Annuities, Underwriting, 401k
Education
University of Northern Iowa 1997 — 1999
Principal Financial Group October 2011 - Present
Principal Financial Group October 2011 - Present
Principal Financial Group 2008 - 2011
Skills
Insurance, Employee Benefits, Health Insurance, Life Insurance, Risk Management, Process Improvement, Fixed Annuities, Underwriting, 401k
Education
University of Northern Iowa 1997 — 1999
Lisa Anders's Principal Financial Group Experience January 2008 - July 2013
Job SR Consultant, HR Business Partner at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group August 2013 - Present
Principal Financial Group January 2008 - July 2013
Principal Financial Group March 2001 - January 2008
Principal Financial Group April 2000 - March 2001
Wells Fargo Home Mortgage February 1998 - April 2000
EMCO Specialties September 1997 - February 1998
Associates Credit Card Center September 1994 - September 1997
Federated Insurance August 1992 - September 1994
Skills
Human Capital planning, Change Management, Succession Planning, Organizational Structure, Performance Management, Talent Management, Retention Management, Retention Strategies, Leadership Development, Employee Engagement, Employee Opinion Surveys, Recruiting, Employee Recognition, Employee Relations, Data Analysis
Education
University of Northern Iowa 1988 — 1992
BA, Business - Human Resources
Lincoln Financial Group August 2013 - Present
Principal Financial Group January 2008 - July 2013
Principal Financial Group March 2001 - January 2008
Principal Financial Group April 2000 - March 2001
Wells Fargo Home Mortgage February 1998 - April 2000
EMCO Specialties September 1997 - February 1998
Associates Credit Card Center September 1994 - September 1997
Federated Insurance August 1992 - September 1994
Skills
Human Capital planning, Change Management, Succession Planning, Organizational Structure, Performance Management, Talent Management, Retention Management, Retention Strategies, Leadership Development, Employee Engagement, Employee Opinion Surveys, Recruiting, Employee Recognition, Employee Relations, Data Analysis
Education
University of Northern Iowa 1988 — 1992
BA, Business - Human Resources
Jon Anonson's Principal Financial Group Experience March 2004 - Present
Job Regional Vice President at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group March 2004 - Present
Education
University of Northern Iowa 1989 — 1994
Principal Financial Group March 2004 - Present
Education
University of Northern Iowa 1989 — 1994
Pat Humphrey's Principal Financial Group Experience 1992 - 2003
Job Sr. Technical Sales Executive at Pomeroy
Industry Information Technology and Services
Experience
Pomeroy January 2013 - Present
Pomeroy January 2012 - February 2013
Aviva February 2008 - 2011
Aviva, USA May 2008 - May 2009
Sogeti USA November 2004 - May 2008
Wellmark 2007 - 2008
Iowa Foundation for Medical Care 2006 - 2007
Quilogy 2003 - 2004
Principal Financial Group 1992 - 2003
AT&T 1983 - 1992
Skills
PMO, Infrastructure, Servers, Disaster Recovery, Networking, Enterprise Architecture, Data Center, IT Strategy, Vendor Management, VMware, Virtualization, IT Management, ITIL, Cloud Computing, Solution Architecture, Cisco Technologies, Project Management, SDLC, Storage, PMP, IT Service Management, Unix, IT Operations, Change Management, Architecture, Information Technology, VMware ESX, Team Leadership, Procurement
Education
University of Northern Iowa 1983 — 1985
Pomeroy January 2013 - Present
Pomeroy January 2012 - February 2013
Aviva February 2008 - 2011
Aviva, USA May 2008 - May 2009
Sogeti USA November 2004 - May 2008
Wellmark 2007 - 2008
Iowa Foundation for Medical Care 2006 - 2007
Quilogy 2003 - 2004
Principal Financial Group 1992 - 2003
AT&T 1983 - 1992
Skills
PMO, Infrastructure, Servers, Disaster Recovery, Networking, Enterprise Architecture, Data Center, IT Strategy, Vendor Management, VMware, Virtualization, IT Management, ITIL, Cloud Computing, Solution Architecture, Cisco Technologies, Project Management, SDLC, Storage, PMP, IT Service Management, Unix, IT Operations, Change Management, Architecture, Information Technology, VMware ESX, Team Leadership, Procurement
Education
University of Northern Iowa 1983 — 1985
Jeff Staebell's Principal Financial Group Experience July 1995 - Present
Job Sr. Marketing Communications Consultant at Principal Financial Group
Industry Insurance
Experience
Principal Financial Group July 1995 - Present
The Principal Financial Group 1995 - Present
Aviva Life Insurance July 1995 - July 2000
Skills
Insurance, Marketing Communications, Fixed Annuities, Financial Services, Press Releases, Life Insurance, Series 6, Marketing, Direct Marketing, Series 7, Retirement, Relationship Management, 401k, Mutual Funds, Employee Benefits, Health Insurance
Education
University of Northern Iowa 1983 — 1987
B.A., Public Relations/Communications
Principal Financial Group July 1995 - Present
The Principal Financial Group 1995 - Present
Aviva Life Insurance July 1995 - July 2000
Skills
Insurance, Marketing Communications, Fixed Annuities, Financial Services, Press Releases, Life Insurance, Series 6, Marketing, Direct Marketing, Series 7, Retirement, Relationship Management, 401k, Mutual Funds, Employee Benefits, Health Insurance
Education
University of Northern Iowa 1983 — 1987
B.A., Public Relations/Communications
Jason Nickles's Principal Financial Group Experience April 1993 - March 1998
Job Divisional Field Manager, Modern Woodmen of America
Industry Financial Services
Experience
Modern Woodmen of America January 2011 - Present
Modern Woodmen of America January 2007 - December 2010
Modern Woodmen of America January 2000 - December 2007
Janssen Pharmaceutica March 1998 - January 2000
Principal Financial Group April 1993 - March 1998
Skills
Fixed Annuities, Retirement Planning, IRAs
Education
Marycrest College
M.A., Education
University of Northern Iowa 1988 — 1990
B.A., Human Resources/Business Communications
Waldorf College 1986 — 1988
A.A., Business
Modern Woodmen of America January 2011 - Present
Modern Woodmen of America January 2007 - December 2010
Modern Woodmen of America January 2000 - December 2007
Janssen Pharmaceutica March 1998 - January 2000
Principal Financial Group April 1993 - March 1998
Skills
Fixed Annuities, Retirement Planning, IRAs
Education
Marycrest College
M.A., Education
University of Northern Iowa 1988 — 1990
B.A., Human Resources/Business Communications
Waldorf College 1986 — 1988
A.A., Business
Michelle Kalb's Principal Financial Group Experience August 1998 - Present
Job Asst. Financial Controller at Principal Financial Group
Industry Accounting
Experience
Principal Financial Group August 1998 - Present
Education
University of Northern Iowa 1994 — 1997
Principal Financial Group August 1998 - Present
Education
University of Northern Iowa 1994 — 1997
Jeff Wendel's Principal Financial Group Experience Audit ManagerErnst & YoungSeptember 1993 - November 2000
Job Assistant Financial Controller at Principal Financial Group
Industry Accounting
Experience
Principal Financial Group Audit ManagerErnst & YoungSeptember 1993 - November 2000
Education
University of Northern Iowa 1989 — 1993
Principal Financial Group Audit ManagerErnst & YoungSeptember 1993 - November 2000
Education
University of Northern Iowa 1989 — 1993
Nancy Cox's Principal Financial Group Experience March 2014 - Present
Job National Relationship Manager Trainer at Principal Financial Group
Industry Education Management
Experience
Principal Financial Group March 2014 - Present
Principal Financial Group January 2012 - February 2014
State of Iowa October 2010 - December 2011
Businessolver January 2009 - October 2010
Meredith August 2006 - January 2009
Heartland July 2004 - July 2006
Skills
Microsoft Office, Writing, Teaching, Documentation, Instructional Design, Editing, PowerPoint, Excel, Word, Organizational..., Outlook, Staff Development, ADDIE, Evaluation, Analysis, Curriculum Design, Project Coordination, Program Development, Curriculum Development, Instructor-led Training, Adult Education, Project Management, Blended Learning, Workshop Facilitation, Training, Software Documentation
Education
Drake University - MSE 2006 — 2008
Masters of Science in Education, Effective Teaching Learning & Leadership
University of Northern Iowa 1993 — 1996
BSE, Elementary Education
Principal Financial Group March 2014 - Present
Principal Financial Group January 2012 - February 2014
State of Iowa October 2010 - December 2011
Businessolver January 2009 - October 2010
Meredith August 2006 - January 2009
Heartland July 2004 - July 2006
Skills
Microsoft Office, Writing, Teaching, Documentation, Instructional Design, Editing, PowerPoint, Excel, Word, Organizational..., Outlook, Staff Development, ADDIE, Evaluation, Analysis, Curriculum Design, Project Coordination, Program Development, Curriculum Development, Instructor-led Training, Adult Education, Project Management, Blended Learning, Workshop Facilitation, Training, Software Documentation
Education
Drake University - MSE 2006 — 2008
Masters of Science in Education, Effective Teaching Learning & Leadership
University of Northern Iowa 1993 — 1996
BSE, Elementary Education
Malone-titus Meg's Principal Financial Group Experience August 1999 - Present
Job IT Analyst Senior at Principal Financial Group
Industry Information Technology and Services
Experience
Principal Financial Group August 1999 - Present
Principal Financial Group June 1991 - August 1997
Principal Financial Group January 1988 - June 1991
Education
University of Northern Iowa 1981 — 1985
Financial Management, Business
Principal Financial Group August 1999 - Present
Principal Financial Group June 1991 - August 1997
Principal Financial Group January 1988 - June 1991
Education
University of Northern Iowa 1981 — 1985
Financial Management, Business
Pat Cahalan's Principal Financial Group Experience December 2013 - Present
Job Director of Sales Compensation at Principal Financial Group
Industry Banking
Experience
Principal Financial Group December 2013 - Present
Wells Fargo - Consumer Lending division May 2011 - December 2013
Wells Fargo - HCFG & CSCL March 1998 - April 2011
Education
University of Northern Iowa
BA, Marketing
Newman high school
Principal Financial Group December 2013 - Present
Wells Fargo - Consumer Lending division May 2011 - December 2013
Wells Fargo - HCFG & CSCL March 1998 - April 2011
Education
University of Northern Iowa
BA, Marketing
Newman high school
Joe Fleischman's Principal Financial Group Experience January 1994 - Present
Job IT Leader Analyst Sr at Principal Financial Group
Industry Information Technology and Services
Experience
Principal Financial Group January 1994 - Present
Education
University of Northern Iowa 1989 — 1993
BA, Finance
Principal Financial Group January 1994 - Present
Education
University of Northern Iowa 1989 — 1993
BA, Finance
Kyle A. Doering's Principal Financial Group Experience July 2015 - Present
Job Worksite Specialist at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group July 2015 - Present
Principal Financial Group September 2004 - Present
Thrivent Financial for Lutherans January 2001 - September 2004
Skills
Series 7, Retirement Planning, Mutual Funds, Series 63, 401k, Retirement, Investment Advisory, Investments, Asset Allocation, Fixed Annuities, Wealth Management, Series 6, IRAs, Uniform Combined State..., Investment Strategies, Securities, FINRA, Life Insurance, Series 65, 401k Rollovers, Disability Insurance, Long Term Care Insurance, Variable Annuities, Strategic Financial..., Wealth Accumulation, Term Life Insurance, Universal Life, Asset Management, Insurance, Portfolio Management, Income Protection, Fixed Income, Employee Benefits, Financial Planning
Education
University of Northern Iowa 1998 — 2001
Finance, Finance
University of Northern Iowa 1998 — 2001
Finance, General
Principal Financial Group July 2015 - Present
Principal Financial Group September 2004 - Present
Thrivent Financial for Lutherans January 2001 - September 2004
Skills
Series 7, Retirement Planning, Mutual Funds, Series 63, 401k, Retirement, Investment Advisory, Investments, Asset Allocation, Fixed Annuities, Wealth Management, Series 6, IRAs, Uniform Combined State..., Investment Strategies, Securities, FINRA, Life Insurance, Series 65, 401k Rollovers, Disability Insurance, Long Term Care Insurance, Variable Annuities, Strategic Financial..., Wealth Accumulation, Term Life Insurance, Universal Life, Asset Management, Insurance, Portfolio Management, Income Protection, Fixed Income, Employee Benefits, Financial Planning
Education
University of Northern Iowa 1998 — 2001
Finance, Finance
University of Northern Iowa 1998 — 2001
Finance, General
Kelli Schmitz's Principal Financial Group Experience September 2012 - Present
Job Sr. Internal Relationship Manager at Principal Financial Group
Industry Insurance
Experience
Principal Financial Group September 2012 - Present
Principal Financial Group August 2008 - Present
Principal Financial Group April 2005 - Present
Skills
Insurance
Education
University of Northern Iowa 1996 — 2001
BA, Communications
Lisbon High School, Lisbon Iowa 1992 — 1996
Diploma
Principal Financial Group September 2012 - Present
Principal Financial Group August 2008 - Present
Principal Financial Group April 2005 - Present
Skills
Insurance
Education
University of Northern Iowa 1996 — 2001
BA, Communications
Lisbon High School, Lisbon Iowa 1992 — 1996
Diploma
Kyle Nodurft's Principal Financial Group Experience May 2007 - December 2008
Job Actuarial Modeling Specialist at Homesteaders Life
Industry Insurance
Experience
Homesteaders Life Company October 2011 - Present
Physicians Mutual September 2009 - September 2011
Principal Financial Group May 2007 - December 2008
Education
University of Northern Iowa 2003 — 2007
B.A., Actuarial Science
Homesteaders Life Company October 2011 - Present
Physicians Mutual September 2009 - September 2011
Principal Financial Group May 2007 - December 2008
Education
University of Northern Iowa 2003 — 2007
B.A., Actuarial Science
Marc Monthei's Principal Financial Group Experience
Job ITBusiness Analyst at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group
Skills
401k, Investments
Education
University of Northern Iowa
BA Communications with Marketing Emphasis
Principal Financial Group
Skills
401k, Investments
Education
University of Northern Iowa
BA Communications with Marketing Emphasis
Kirk Tibbetts's Principal Financial Group Experience May 2000 - Present
Job Financial Controller at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group May 2000 - Present
KPMG 1977 - 1999
Skills
Financial Analysis, Strategic Financial..., Internal Controls, Financial Reporting, Insurance, Risk Management, Financial Modeling, Sarbanes-Oxley Act, Accounting, Auditing, Process Improvement, Managerial Finance
Education
University of Northern Iowa 1973 — 1977
Bachelor of Arts (B.A.), Accounting
Principal Financial Group May 2000 - Present
KPMG 1977 - 1999
Skills
Financial Analysis, Strategic Financial..., Internal Controls, Financial Reporting, Insurance, Risk Management, Financial Modeling, Sarbanes-Oxley Act, Accounting, Auditing, Process Improvement, Managerial Finance
Education
University of Northern Iowa 1973 — 1977
Bachelor of Arts (B.A.), Accounting
Jodi Schaapveld's Principal Financial Group Experience August 2004 - Present
Job Senior Financial Analyst at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group August 2004 - Present
State of Iowa May 2000 - August 2004
Skills
Financial Reporting, Sarbanes-Oxley Act, Finance, Investments, Accounting, Valuation, Retirement, Internal Controls, GAAP, Financial Accounting, Insurance, Financial Statements, Risk Management
Education
University of Northern Iowa 1996 — 2000
Bachelor of Science, Accounting
Western Dubuque
Principal Financial Group August 2004 - Present
State of Iowa May 2000 - August 2004
Skills
Financial Reporting, Sarbanes-Oxley Act, Finance, Investments, Accounting, Valuation, Retirement, Internal Controls, GAAP, Financial Accounting, Insurance, Financial Statements, Risk Management
Education
University of Northern Iowa 1996 — 2000
Bachelor of Science, Accounting
Western Dubuque
Matt Schutterle's Principal Financial Group Experience Employee Benefits ConsultantMutual of OmahaAugust 2006 - November 2008
Job Sr. Sales Rep. at Principal Financial Group
Industry Insurance
Experience
Principal Financial Group Employee Benefits ConsultantMutual of OmahaAugust 2006 - November 2008
Education
University of Northern Iowa 1998 — 2001
General Studies
Principal Financial Group Employee Benefits ConsultantMutual of OmahaAugust 2006 - November 2008
Education
University of Northern Iowa 1998 — 2001
General Studies
Laura Nash's Principal Financial Group Experience January 2007 - January 2014
Job Investor Services, ICMARC, Wash, DC
Industry Financial Services
Experience
ICMA-RC April 2014 - Present
Principal Financial Group January 2007 - January 2014
Principal Financial Group January 2007 - January 2014
University of Northern Iowa October 2001 - December 2006
Skills
Customer Service, Microsoft Excel, Non-Qualified Deferred..., Fundraising, Microsoft Office, Event Planning, Leadership, Retirement, Leadership Development, Public Speaking, Access, Coaching, Outlook, Training
Education
Talladega College 1975 — 1977
Economics, Economics
University of Northern Iowa
N/A, Gradute Study in Public Administration
ICMA-RC April 2014 - Present
Principal Financial Group January 2007 - January 2014
Principal Financial Group January 2007 - January 2014
University of Northern Iowa October 2001 - December 2006
Skills
Customer Service, Microsoft Excel, Non-Qualified Deferred..., Fundraising, Microsoft Office, Event Planning, Leadership, Retirement, Leadership Development, Public Speaking, Access, Coaching, Outlook, Training
Education
Talladega College 1975 — 1977
Economics, Economics
University of Northern Iowa
N/A, Gradute Study in Public Administration
M. Craig McComas's Principal Financial Group Experience June 2005 - June 2013
Job Sr. Compliance Manager at Principal Global Investors
Industry Financial Services
Experience
Principal Global Investors June 2013 - Present
Principal Financial Group June 2005 - June 2013
Principal Financial Group June 1998 - June 2005
Rockwell Collins August 1995 - May 1998
Skills
Auditing, Investments, Risk Management, Internal Controls, Financial Reporting, Financial Analysis, Accounting, Financial Accounting, Asset Management, Business Analysis, Financial Services, Analysis, Internal Audit
Education
University of Iowa 1997 — 2001
MBA
University of Northern Iowa 1991 — 1995
BA, Accounting
Principal Global Investors June 2013 - Present
Principal Financial Group June 2005 - June 2013
Principal Financial Group June 1998 - June 2005
Rockwell Collins August 1995 - May 1998
Skills
Auditing, Investments, Risk Management, Internal Controls, Financial Reporting, Financial Analysis, Accounting, Financial Accounting, Asset Management, Business Analysis, Financial Services, Analysis, Internal Audit
Education
University of Iowa 1997 — 2001
MBA
University of Northern Iowa 1991 — 1995
BA, Accounting
Renee Schipper's Principal Financial Group Experience September 2012 - Present
Job at
Industry Financial Services
Experience
Principal Financial Group September 2012 - Present
Principal Financial Group May 2000 - 2012
Skills
DB2, COBOL, SQL, Visio, JCL, Mainframe, Informatica, Systems Analysis, ETL
Education
University of Northern Iowa 1995 — 2000
Management Information Systems, General
Principal Financial Group September 2012 - Present
Principal Financial Group May 2000 - 2012
Skills
DB2, COBOL, SQL, Visio, JCL, Mainframe, Informatica, Systems Analysis, ETL
Education
University of Northern Iowa 1995 — 2000
Management Information Systems, General
Kelly Rasmuson's Principal Financial Group Experience May 1997 - September 2006
Job Internal Audit Director at Federal Home Loan Bank of Des Moines
Industry Financial Services
Experience
Federal Home Loan Bank of Des Moines 2006 - Present
Principal Financial Group May 1997 - September 2006
Skills
Internal Audit, CISA, IT Audit, Enterprise Risk..., Auditing, Due Diligence, Business Process, Operational Risk, Financial Risk, Internal Controls, Risk Management, Governance, Financial Analysis, Risk Assessment, Sarbanes-Oxley Act
Education
Xavier University 1989 — 1991
MBA, Business
University of Northern Iowa 1981 — 1985
BA, Finance
Federal Home Loan Bank of Des Moines 2006 - Present
Principal Financial Group May 1997 - September 2006
Skills
Internal Audit, CISA, IT Audit, Enterprise Risk..., Auditing, Due Diligence, Business Process, Operational Risk, Financial Risk, Internal Controls, Risk Management, Governance, Financial Analysis, Risk Assessment, Sarbanes-Oxley Act
Education
Xavier University 1989 — 1991
MBA, Business
University of Northern Iowa 1981 — 1985
BA, Finance
Jeff Coughlin's Principal Financial Group Experience August 2007 - Present
Job Senior Internal Auditor at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group August 2007 - Present
Coughlin family LLC 1956 - 2011
Ducks Unlimited 2009 - 2010
John Deere Health Care 1995 - 2004
John Deere 1988 - 1995
Skills
Process Improvement, Financial Analysis, Accounting, Microsoft Excel, Insurance, Microsoft Office, Budgets, Strategic Planning, Customer Service, Leadership, Internal Controls, Team Building, Health Insurance, Software Documentation, Business Planning, Data Analysis, Project Management, Risk Management, Financial Accounting, Microsoft Word, Financial Reporting, Business Analysis, Sarbanes-Oxley Act, Analysis, Business Process..., Banking, Auditing
Education
University of Northern Iowa 1974 — 1978
BA, Accounting
Principal Financial Group August 2007 - Present
Coughlin family LLC 1956 - 2011
Ducks Unlimited 2009 - 2010
John Deere Health Care 1995 - 2004
John Deere 1988 - 1995
Skills
Process Improvement, Financial Analysis, Accounting, Microsoft Excel, Insurance, Microsoft Office, Budgets, Strategic Planning, Customer Service, Leadership, Internal Controls, Team Building, Health Insurance, Software Documentation, Business Planning, Data Analysis, Project Management, Risk Management, Financial Accounting, Microsoft Word, Financial Reporting, Business Analysis, Sarbanes-Oxley Act, Analysis, Business Process..., Banking, Auditing
Education
University of Northern Iowa 1974 — 1978
BA, Accounting
Kim Berthusen's Principal Financial Group Experience 1994 - 2005
Job Operations Director at Nationwide Insurance
Industry Financial Services
Experience
Nationwide Insurance October 2005 - Present
Principal Financial Group 1994 - 2005
Skills
Six Sigma black belt, Process Improvement, Change Management, Call Center, Business Process, Management Consulting, Strategic Planning, Business Strategy
Education
University of Northern Iowa 1983 — 1987
BA, Economics
Johnston High School
Nationwide Insurance October 2005 - Present
Principal Financial Group 1994 - 2005
Skills
Six Sigma black belt, Process Improvement, Change Management, Call Center, Business Process, Management Consulting, Strategic Planning, Business Strategy
Education
University of Northern Iowa 1983 — 1987
BA, Economics
Johnston High School
Jessica Wiggins's Principal Financial Group Experience May 2013 - August 2013
Job Associate Software Developer at Liberty Mutual Insurance
Industry Information Technology and Services
Experience
Liberty Mutual Insurance June 2014 - Present
Principal Financial Group May 2013 - August 2013
John Deere May 2012 - December 2012
Office of the Executive Vice-President & Provost January 2011 - May 2012
United States Department of Defense June 2010 - August 2011
Wegmans Food Markets April 2008 - May 2010
Skills
HTML, Microsoft Office, Visual Basic, SQL
Education
University of Northern Iowa 2010 — 2014
Bachelor of Arts (BA), Management Information Systems; Accounting
Liberty Mutual Insurance June 2014 - Present
Principal Financial Group May 2013 - August 2013
John Deere May 2012 - December 2012
Office of the Executive Vice-President & Provost January 2011 - May 2012
United States Department of Defense June 2010 - August 2011
Wegmans Food Markets April 2008 - May 2010
Skills
HTML, Microsoft Office, Visual Basic, SQL
Education
University of Northern Iowa 2010 — 2014
Bachelor of Arts (BA), Management Information Systems; Accounting
Michelle Nabiliwa's Principal Financial Group Experience April 2013 - June 2014
Job Compliance Specialist at Investment Advisors Corp.
Industry Investment Management
Experience
Broker Dealer Financial Services Corp. June 2014 - Present
Investment Advisors Corp. June 2014 - Present
Principal Financial Group April 2013 - June 2014
Cambridge Investment Research, Inc. April 2012 - April 2013
Cambridge Investment Research, Inc January 2009 - April 2012
Cambridge Investment Research October 2007 - January 2009
Cambridge Investment Research September 2006 - October 2007
Fairfield Police, IA Police Dept. 2004 - 2006
Peace Corps 2001 - 2003
Skills
FINRA, Series 7, Series 24, Strategic Financial..., Series 66, Series 3, Compliance, Customer Relations, Suitability Analysis, Financial Planning, Third Party Money..., Working Remotely, Social Media, Microsoft Office, Writing, Promotional Writing, Grant Writing, Volunteer Coordination, Fundraising, Community Outreach, Coordinating Events, conversational French, 401k, 401k Rollovers, 403 b, General Securities..., Uniform Combined State..., Investments, Financial Services, Securities
Education
University of Northern Iowa 1994 — 1999
BA, Political Science
University of Northern Iowa
BA Political Science, Political Science
Broker Dealer Financial Services Corp. June 2014 - Present
Investment Advisors Corp. June 2014 - Present
Principal Financial Group April 2013 - June 2014
Cambridge Investment Research, Inc. April 2012 - April 2013
Cambridge Investment Research, Inc January 2009 - April 2012
Cambridge Investment Research October 2007 - January 2009
Cambridge Investment Research September 2006 - October 2007
Fairfield Police, IA Police Dept. 2004 - 2006
Peace Corps 2001 - 2003
Skills
FINRA, Series 7, Series 24, Strategic Financial..., Series 66, Series 3, Compliance, Customer Relations, Suitability Analysis, Financial Planning, Third Party Money..., Working Remotely, Social Media, Microsoft Office, Writing, Promotional Writing, Grant Writing, Volunteer Coordination, Fundraising, Community Outreach, Coordinating Events, conversational French, 401k, 401k Rollovers, 403 b, General Securities..., Uniform Combined State..., Investments, Financial Services, Securities
Education
University of Northern Iowa 1994 — 1999
BA, Political Science
University of Northern Iowa
BA Political Science, Political Science
Jen Mellott's Principal Financial Group Experience June 1990 - December 2008
Job App Developer at Aviva Investors
Industry Investment Management
Experience
Aviva Investors July 2009 - Present
Principal Financial Group June 1990 - December 2008
Education
University of Northern Iowa 1985 — 1990
Bachelor's degree, Computer Science
Aviva Investors July 2009 - Present
Principal Financial Group June 1990 - December 2008
Education
University of Northern Iowa 1985 — 1990
Bachelor's degree, Computer Science
Jessica Ballou, MAI, LEED AP's Principal Financial Group Experience April 2006 - March 2014
Job Valuations Director at Prudential Investment Management
Industry Financial Services
Experience
Prudential Investment Management March 2014 - Present
Appraisal Institute April 2005 - Present
Principal Financial Group April 2006 - March 2014
Krause Gentle January 2005 - March 2006
Skills
Real Estate, Microsoft Office, Retail, Land, Apartments, Real Estate Economics, Appraisals, Valuation, Due Diligence, Property, Leadership, Microsoft Excel, Disposition, Commercial Real Estate, Real Estate Development, Dispositions
Education
University of Northern Iowa 2002 — 2004
BA, Finance & Real Estate
Prudential Investment Management March 2014 - Present
Appraisal Institute April 2005 - Present
Principal Financial Group April 2006 - March 2014
Krause Gentle January 2005 - March 2006
Skills
Real Estate, Microsoft Office, Retail, Land, Apartments, Real Estate Economics, Appraisals, Valuation, Due Diligence, Property, Leadership, Microsoft Excel, Disposition, Commercial Real Estate, Real Estate Development, Dispositions
Education
University of Northern Iowa 2002 — 2004
BA, Finance & Real Estate
John Klaessy's Principal Financial Group Experience November 2010 - October 2011
Job Coach, Media Center, Student
Industry Higher Education
Experience
Dallas Center Grimes Community Schools January 2013 - Present
Dallas Center Grimes Community School District December 2012 - Present
Dallas Center Grimes Community School District July 2012 - Present
Dallas Center Grimes Community School District March 2012 - Present
Principal Financial Group November 2010 - October 2011
MJ Kelly of Iowa October 2009 - October 2010
First Western Insurance January 2005 - October 2009
Allied Insurance August 2001 - January 2005
Skills
Insurance, Customer Service, Outlook, Underwriting, Word, Excel, Microsoft Office, Negotiation, Coaching, Property & Casualty..., Team Building, Retail, Administration, Casualty, Commercial Insurance, Liability, General Liability, Supervisory Skills, Claims, Life Insurance, Training, Risk Management, General Insurance, Professional Liability, Claims Management, Account Management, Marketing, Building Relationships, Resume Writing, Management, Interviews, Teaching, Term Life Insurance
Education
Regents Alternative Pathway to Iowa Licensure 2013 — 2015
Teaching License, Business Education
University of Northern Iowa 1991 — 1994
Bachelor of Arts (B.A.), Management
Marshalltown Community College 1989 — 1991
AA, Business
Dallas Center Grimes Community Schools January 2013 - Present
Dallas Center Grimes Community School District December 2012 - Present
Dallas Center Grimes Community School District July 2012 - Present
Dallas Center Grimes Community School District March 2012 - Present
Principal Financial Group November 2010 - October 2011
MJ Kelly of Iowa October 2009 - October 2010
First Western Insurance January 2005 - October 2009
Allied Insurance August 2001 - January 2005
Skills
Insurance, Customer Service, Outlook, Underwriting, Word, Excel, Microsoft Office, Negotiation, Coaching, Property & Casualty..., Team Building, Retail, Administration, Casualty, Commercial Insurance, Liability, General Liability, Supervisory Skills, Claims, Life Insurance, Training, Risk Management, General Insurance, Professional Liability, Claims Management, Account Management, Marketing, Building Relationships, Resume Writing, Management, Interviews, Teaching, Term Life Insurance
Education
Regents Alternative Pathway to Iowa Licensure 2013 — 2015
Teaching License, Business Education
University of Northern Iowa 1991 — 1994
Bachelor of Arts (B.A.), Management
Marshalltown Community College 1989 — 1991
AA, Business
Mandy Gerbig's Principal Financial Group Experience January 2006 - Present
Job Financial Accountant II at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group January 2006 - Present
Education
University of Northern Iowa 2002 — 2005
BA, Business-Accounting
North Iowa Area Community College 2000 — 2002
AA, Business
Principal Financial Group January 2006 - Present
Education
University of Northern Iowa 2002 — 2005
BA, Business-Accounting
North Iowa Area Community College 2000 — 2002
AA, Business
Jennifer Goodell's Principal Financial Group Experience May 2011 - March 2012
Job Senior Account Specialist at HM Insurance Group
Industry Insurance
Experience
HM Insurance Group March 2012 - Present
Principal Financial Group May 2011 - March 2012
Principal Financial Group November 2010 - May 2011
Principal Financial Group 2002 - November 2010
Coventry Health Care of Iowa 1995 - 2002
Skills
Employee Benefits, Insurance, Health Insurance, Account Management, Underwriting, Sales, 401k, Process Improvement, Retirement, Customer-focused, Creativity, Organization, Prioritize Workload, Term Life Insurance, Life Insurance, Brokers
Education
University of Northern Iowa 1988 — 1991
HM Insurance Group March 2012 - Present
Principal Financial Group May 2011 - March 2012
Principal Financial Group November 2010 - May 2011
Principal Financial Group 2002 - November 2010
Coventry Health Care of Iowa 1995 - 2002
Skills
Employee Benefits, Insurance, Health Insurance, Account Management, Underwriting, Sales, 401k, Process Improvement, Retirement, Customer-focused, Creativity, Organization, Prioritize Workload, Term Life Insurance, Life Insurance, Brokers
Education
University of Northern Iowa 1988 — 1991
Marla Melco's Principal Financial Group Experience March 2006 - July 2011
Job Sales Support Representative at Delta Dental if Iowa
Industry Financial Services
Experience
Delta Dental if Iowa August 2015 - Present
Shepherd of the Valley Lutheran Church November 2012 - August 2015
Principal Financial Group March 2006 - July 2011
Principal Financial Group December 2000 - March 2006
Principal Financial Group June 1997 - December 2000
Skills
Health Insurance, Team Building, Employee Benefits, Disability Insurance, Sales, Insurance, Analysis, Underwriting, Marketing Strategy, Business Analysis, Risk Management, Process Improvement, Retirement
Education
University of Northern Iowa 1994 — 1996
BA, Marketing
Waldorf College 1992 — 1994
AA
Delta Dental if Iowa August 2015 - Present
Shepherd of the Valley Lutheran Church November 2012 - August 2015
Principal Financial Group March 2006 - July 2011
Principal Financial Group December 2000 - March 2006
Principal Financial Group June 1997 - December 2000
Skills
Health Insurance, Team Building, Employee Benefits, Disability Insurance, Sales, Insurance, Analysis, Underwriting, Marketing Strategy, Business Analysis, Risk Management, Process Improvement, Retirement
Education
University of Northern Iowa 1994 — 1996
BA, Marketing
Waldorf College 1992 — 1994
AA
Monica Mundhenke's Principal Financial Group Experience March 1986 - June 1986
Job SQL Programmer at CBE Group
Industry Higher Education
Experience
CBE Group September 2012 - Present
University of Northern Iowa July 2011 - June 2012
University of Northern Iowa October 2009 - July 2011
University of Northern Iowa September 2005 - May 2006
University of Northern Iowa April 1997 - May 2005
University of Northern Iowa July 1990 - March 1997
University of Northern Iowa May 1988 - June 1990
University of Northern Iowa July 1987 - April 1988
University of Northern Iowa July 1986 - June 1987
Principal Financial Group March 1986 - June 1986
Skills
Databases, SQL, Testing, Programming, Analysis, Integration, Data Analysis, Higher Education, Student Services, Microsoft Office, Admissions, Student Development, Problem Solving, PeopleSoft, Visio, Documentation, Project Coordination, Oracle Financial, COBOL, Agile Methodolgy, Program Management, Budgets, SharePoint, Process Improvement, System Administration, Visual Basic, Database Administration, Software Documentation, Human Resources, Business Analysis
Education
University of Northern Iowa 1982 — 1984
BA, Math, Computer Science
SCC 1979 — 1981
AS, general studies
CBE Group September 2012 - Present
University of Northern Iowa July 2011 - June 2012
University of Northern Iowa October 2009 - July 2011
University of Northern Iowa September 2005 - May 2006
University of Northern Iowa April 1997 - May 2005
University of Northern Iowa July 1990 - March 1997
University of Northern Iowa May 1988 - June 1990
University of Northern Iowa July 1987 - April 1988
University of Northern Iowa July 1986 - June 1987
Principal Financial Group March 1986 - June 1986
Skills
Databases, SQL, Testing, Programming, Analysis, Integration, Data Analysis, Higher Education, Student Services, Microsoft Office, Admissions, Student Development, Problem Solving, PeopleSoft, Visio, Documentation, Project Coordination, Oracle Financial, COBOL, Agile Methodolgy, Program Management, Budgets, SharePoint, Process Improvement, System Administration, Visual Basic, Database Administration, Software Documentation, Human Resources, Business Analysis
Education
University of Northern Iowa 1982 — 1984
BA, Math, Computer Science
SCC 1979 — 1981
AS, general studies
Malinda Shafman's Principal Financial Group Experience July 1978 - October 2002
Job health insurance
Industry Insurance
Experience
MLA Services, Inc. July 2004 - Present
Waddell & Reed May 2003 - June 2004
Principal Financial Group July 1978 - October 2002
Skills
computer systems..., Auditing, Project Management, Health Insurance, Insurance, Finance, Property & Casualty..., Term Life Insurance, Risk Management, Disability Insurance, Small Business, Customer Service, Commercial Insurance, Business Analysis, Strategic Planning, Employee Benefits, Strategic Financial..., Financial Analysis
Education
University of Northern Iowa
Bachelors English Education & Teaching English as Foreign Language, English, Spanish, Social Studies
MLA Services, Inc. July 2004 - Present
Waddell & Reed May 2003 - June 2004
Principal Financial Group July 1978 - October 2002
Skills
computer systems..., Auditing, Project Management, Health Insurance, Insurance, Finance, Property & Casualty..., Term Life Insurance, Risk Management, Disability Insurance, Small Business, Customer Service, Commercial Insurance, Business Analysis, Strategic Planning, Employee Benefits, Strategic Financial..., Financial Analysis
Education
University of Northern Iowa
Bachelors English Education & Teaching English as Foreign Language, English, Spanish, Social Studies
Katelyn Breuss's Principal Financial Group Experience September 2010 - December 2011
Job Dynamic business professional
Industry Consumer Goods
Experience
Data Power Technology/ DPT Mechanical August 2012 - May 2013
Swanson eAssistant July 2011 - August 2012
Healthfitness October 2010 - August 2012
Principal Financial Group September 2010 - December 2011
Fitness First August 2009 - April 2011
YMCA August 2010 - February 2011
Advocate Health Care May 2008 - August 2009
Skills
Personal Training, Wellness, Fitness, Health, Group Exercise, Nutrition, Fitness Training, Strength Training, Strength, Conditioning, Exercise Physiology, Yoga, Corporate Wellness, First Aid, Health Promotion, Cpr Certified, Public Speaking, Health Education, Customer Service, Supervisory Skills, PowerPoint, Excel, Lifestyle, Microsoft Office, Word, Customer Relations, Scheduling, Teaching, Coaching
Education
University of Northern Iowa 2006 — 2008
BA, Health Promotion
University of St. Thomas 2004 — 2006
Health Promotion
Data Power Technology/ DPT Mechanical August 2012 - May 2013
Swanson eAssistant July 2011 - August 2012
Healthfitness October 2010 - August 2012
Principal Financial Group September 2010 - December 2011
Fitness First August 2009 - April 2011
YMCA August 2010 - February 2011
Advocate Health Care May 2008 - August 2009
Skills
Personal Training, Wellness, Fitness, Health, Group Exercise, Nutrition, Fitness Training, Strength Training, Strength, Conditioning, Exercise Physiology, Yoga, Corporate Wellness, First Aid, Health Promotion, Cpr Certified, Public Speaking, Health Education, Customer Service, Supervisory Skills, PowerPoint, Excel, Lifestyle, Microsoft Office, Word, Customer Relations, Scheduling, Teaching, Coaching
Education
University of Northern Iowa 2006 — 2008
BA, Health Promotion
University of St. Thomas 2004 — 2006
Health Promotion
Matt Welbes's Principal Financial Group Experience January 2000 - May 2005
Job Specialist, IT App Development at Nationwide Insurance
Industry Insurance
Experience
Nationwide Insurance May 2005 - Present
Principal Financial Group January 2000 - May 2005
Skills
Insurance, Property & Casualty..., General Insurance, Casualty, Health Insurance, Liability, Umbrella Insurance, DB2
Education
University of Northern Iowa 1995 — 1999
BA, Management Information Systems, General
Nationwide Insurance May 2005 - Present
Principal Financial Group January 2000 - May 2005
Skills
Insurance, Property & Casualty..., General Insurance, Casualty, Health Insurance, Liability, Umbrella Insurance, DB2
Education
University of Northern Iowa 1995 — 1999
BA, Management Information Systems, General
Melissa Hamer's Principal Financial Group Experience June 1995 - September 2003
Job Financial Analyst Manager at Transamerica Life Insurance Company
Industry Insurance
Experience
Aegon September 2012 - Present
Transamerica Life Insurance Company March 2012 - September 2012
Transamerica Life Insurance Company March 2010 - March 2012
Transamerica August 2007 - March 2010
City of Cedar Rapids September 2003 - August 2007
Principal Financial Group June 1995 - September 2003
Skills
Financial Reporting, Financial Accounting, Financial Analysis, Accounting, Microsoft Excel, Account Reconciliation, Insurance, General Ledger, GAAP, Budgets, Management, Variance Analysis, Access
Education
University of Northern Iowa 1991 — 1995
Bachelor of Arts (B.A.), Accounting
Aegon September 2012 - Present
Transamerica Life Insurance Company March 2012 - September 2012
Transamerica Life Insurance Company March 2010 - March 2012
Transamerica August 2007 - March 2010
City of Cedar Rapids September 2003 - August 2007
Principal Financial Group June 1995 - September 2003
Skills
Financial Reporting, Financial Accounting, Financial Analysis, Accounting, Microsoft Excel, Account Reconciliation, Insurance, General Ledger, GAAP, Budgets, Management, Variance Analysis, Access
Education
University of Northern Iowa 1991 — 1995
Bachelor of Arts (B.A.), Accounting
Kyle Rhinehart's Principal Financial Group Experience March 2014 - Present
Job IT Application Analyst II at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group March 2014 - Present
Principal Financial Group June 2012 - March 2014
John Deere October 2010 - May 2012
Rockwell Collins June 2010 - August 2010
Skills
Java, SQL, C#, C++, Microsoft Office, VBA, Agile Methodologies, Basic HTML
Education
University of Northern Iowa 2009 — 2012
Bachelor of Science (BS), Computer Science
Principal Financial Group March 2014 - Present
Principal Financial Group June 2012 - March 2014
John Deere October 2010 - May 2012
Rockwell Collins June 2010 - August 2010
Skills
Java, SQL, C#, C++, Microsoft Office, VBA, Agile Methodologies, Basic HTML
Education
University of Northern Iowa 2009 — 2012
Bachelor of Science (BS), Computer Science
Matt Clausen's Principal Financial Group Experience April 2014 - Present
Job Sr Investment & Product Solutions Analyst at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group April 2014 - Present
Principal Financial Group March 2008 - April 2014
Principal Financial Group December 2003 - March 2008
Principal Financial Group March 2001 - December 2003
Principal Financial Group March 2000 - March 2001
Principal Financial Group October 1995 - March 2000
Skills
Qualified Retirement..., Sales Engineering, 401k, Series 6, FLMI, Defined Contribution, Not for Profit, Microsoft Office, Retirement, 403 b
Education
University of Northern Iowa 1993 — 1995
Bachelor of Arts (B.A.), Major: Business Administration and Management, General; Minor: Economics
Principal Financial Group April 2014 - Present
Principal Financial Group March 2008 - April 2014
Principal Financial Group December 2003 - March 2008
Principal Financial Group March 2001 - December 2003
Principal Financial Group March 2000 - March 2001
Principal Financial Group October 1995 - March 2000
Skills
Qualified Retirement..., Sales Engineering, 401k, Series 6, FLMI, Defined Contribution, Not for Profit, Microsoft Office, Retirement, 403 b
Education
University of Northern Iowa 1993 — 1995
Bachelor of Arts (B.A.), Major: Business Administration and Management, General; Minor: Economics
Kari Babel's Principal Financial Group Experience August 1998 - Present
Job Financial Accounting Analyst at Principal Global Investors
Industry Investment Management
Experience
Principal Financial Group August 1998 - Present
Education
University of Northern Iowa 1993 — 1995
Bachelor of Arts (B.A.) in Accounting
Principal Financial Group August 1998 - Present
Education
University of Northern Iowa 1993 — 1995
Bachelor of Arts (B.A.) in Accounting
Lori Christen's Principal Financial Group Experience June 1988 - Present
Job Senior Systems Analyst at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group June 1988 - Present
Education
University of Northern Iowa 1985 — 1988
BS, Computer Science
Principal Financial Group June 1988 - Present
Education
University of Northern Iowa 1985 — 1988
BS, Computer Science
The Principal Financial Group
BTG Pactual
HuaTai Securities Co.,Ltd.
Guosen Securities
PFG
Principal Financial
Principle
Fubon Financial Holdings