Principal Financial Group

Industry: Financial investment management company

Description

The Principal Financial Group is a global financial investment management and insurance company headquartered in Des Moines, Iowa. Headquarters: Des Moines, Iowa, United States CEO: Daniel Joseph Houston (18 Aug 2015–) Assets under management: 692.4 billion USD (2017) Subsidiaries: Principal Securities, Inc.,

Principal Financial Group List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Principal Financial Group. You can filter them based on skills, years of employment, job, education, department, and prior employment.

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8,325 Principal Financial Group employees in database. Find out everything there's to know about Principal Financial Group employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

Principal Financial Group Employees

Employee
Years
Job
Industry
steve netzel steve netzel Chandler, Arizona Details
steve netzel's Principal Financial Group Experience January 1992 - August 1997
Job Financial Advisor at Netzel Financial
Industry Financial Services
Experience
Netzel Financial   January 2005 - Present
Pyramid Life Insurance  January 2002 - January 2004
United American Insurance Company  September 1997 - January 2002
Principal Financial Group   January 1992 - August 1997

Skills
Wealth Management, Asset Management, Investment Advisory, Alternative Investments, Mutual Funds, Portfolio Management, Securities, Investments, Investment Strategies, Series 7, Series 66 Advisory..., Equity Indexed Annuities, Life Insurance, IRAs, Roth IRA, REIT, BDCs, Private Placements, 1031 Exchanges

Education
University of Northern Iowa

Justin Graves Justin Graves Greater Denver Area Details
Justin Graves's Principal Financial Group Experience May 2009 - July 2011
Job Sales Account Executive at Concentra
Industry Banking
Experience
Concentra  March 2013 - Present
RemX Specialty Staffing  September 2012 - February 2013
Wells Fargo  August 2011 - August 2012
Principal Financial Group   May 2009 - July 2011

Education
University of Oklahoma   2004 — 2008
Ba in Finance, Finance, General

Ingrid Wyman , MBA , MPA Ingrid Wyman , MBA , MPA Des Moines, Iowa Area Details
Ingrid Wyman , MBA , MPA's Principal Financial Group Experience July 2007 - May 2009
Job CEO/Owner Bricks 4 Kidz Ankeny Iowa
Industry Education Management
Experience
Bricks 4 Kidz  March 2011 - Present
Principal Financial Group   July 2007 - May 2009
Boardwalk Funding   February 2007 - June 2007
State Street IMS/ Pacific Investment Management Co   August 1981 - December 2006

Skills
Compliance, Supervisory Skills, Account Management, Team Building, Change Management, Team Leadership, Financial Analysis, Customer Relations, Customer Service, Problem Solving, Coaching, Lego, PowerPoint, Organizational..., Sales, Event Planning, Project Management

Education
Upper Iowa University   2011 — 2013
Master of Public Administration (M.P.A.), Non-Profit/Public/Organizational Management

Upper Iowa University   2008 — 2010
MBA, Finance

University Of Phoenix   2002 — 2005
BS/MGMT, Business Management

Kimberly Ginther Kimberly Ginther Des Moines, Iowa Details
Kimberly Ginther's Principal Financial Group Experience August 2013 - Present
Job Support Specialist at Principal Financial Group
Industry Insurance
Experience
Principal Financial Group   August 2013 - Present
Principal Financial Group   November 2006 - Present
Principal Financial Group   November 2006 - September 2013
Verizon  April 2004 - November 2006
Casey's General Stores/Casey's Advertising   1998 - June 2002

Skills
Credit, Mutual Funds, Investments, Microsoft Office, 401k, Retirement Planning, Relationship Management, Insurance, Asset Allocation, Non medical insurance, Non medical enrollment...

Education
University of Phoenix   2007 — 2009
AAB, Business

Collins Maxwell High School   1997 — 2000

Thomas Armstrong Thomas Armstrong Grimes, Iowa Details
Thomas Armstrong's Principal Financial Group Experience August 1999 - May 2004
Job President at Rainbow Play Systems of Iowa
Industry Sporting Goods
Experience
Rainbow Play Systems of Iowa   May 2004 - Present
City of Grimes   January 2002 - Present
Principal Financial Group   August 1999 - May 2004
EDS Group  July 1997 - July 1999

Skills
Certified Playground...

Education
University of Northern Iowa   1982 — 1991
Bachelor of Arts (BA), Computer Science

Shelbi Spear Shelbi Spear Des Moines, Iowa Area Details
Shelbi Spear's Principal Financial Group Experience October 2013 - Present
Job Campus Relations Consultant at Principal Financial Group
Industry Staffing and Recruiting
Experience
Principal Financial Group   October 2013 - Present
Midwest Professional Staffing  July 2013 - October 2013
Northwestern Mutual  February 2013 - June 2013
The Other Place College Hill   August 2011 - June 2013

Skills
Recruiting, Time Management, Leadership, PowerPoint, Social Networking, Social Media Marketing, Teamwork, Microsoft Office, Facebook, Customer Service, Public Speaking, Interviews, Engagement, Mock Interviews, Prezi, Onboarding

Education
University of Northern Iowa   2009 — 2013
Bachelor's Degree, English Language and Literature, General

Shannon Jepsen Shannon Jepsen Clive, Iowa Details
Shannon Jepsen's Principal Financial Group Experience June 1998 - November 2001
Job Manager Human Resources at National Pork Board
Industry Human Resources
Experience
National Pork Board  December 2014 - Present
State Farm Glenn Waterhouse   April 2014 - December 2014
DuPont Pioneer  August 2012 - December 2013
National Pork Board  November 2001 - July 2003
Principal Financial Group   June 1998 - November 2001

Skills
Recruiting, Technical Recruiting, Competency Based..., Screening, Management, Employee Benefits, Talent Acquisition, Human Resources, Strategic Planning, Hiring, Employee Relations, Interviews

Education
University of Northern Iowa   1993 — 1997
Bachelor of Arts (BA), Organizational Communication, General

Beth Granum Beth Granum Beaverton, Oregon Details
Beth Granum's Principal Financial Group Experience November 1999 - Present
Job Senior Service Specialist at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group   November 1999 - Present

Skills
Series 63, Series 6, Series 65, Deferred Compensation, 401k

Education
Portland State University   1995 — 1999
Bachelor of Science (BS), Sociology

University of Oregon   1994 — 1995

Samantha Peterson, PHR Samantha Peterson, PHR Des Moines, Iowa Area Details
Samantha Peterson, PHR's Principal Financial Group Experience December 2006 - December 2007
Job Employment Specialist at ITA Group, Inc.
Industry Human Resources
Experience
ITA Group, Inc.   July 2014 - Present
Bridgestone Americas Tire Operations- Ag Division   March 2011 - July 2014
Bridgestone Americas Tire Operations via Kelly Services   September 2009 - March 2011
Parker Hannifin  August 2008 - August 2009
Bertch Cabinet Mfg.   January 2008 - May 2008
University of Northern Iowa  January 2008 - May 2008
University of Northern Iowa  August 2007 - December 2007
Principal Financial Group   December 2006 - December 2007

Skills
Human Resources, Leadership, Recruiting, Hiring, Customer Service, Applicant Tracking..., Employee Benefits, Management, FMLA, Benefits Administration, Employee Relations, Training, Cross-functional Team..., Problem Solving, Passive Candidate..., Interviewing Skills, HRIS, Payroll Administration, Organization Skills, Microsoft Office, Event Planning

Education
University of Northern Iowa   2004 — 2008
Management: Human Resources, Business, Psychology

Clear Lake High School   2000 — 2004

Shawn Sparks Shawn Sparks Clive, Iowa Details
Shawn Sparks's Principal Financial Group Experience June 2012 - Present
Job IT Architect at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group   June 2012 - Present
Principal Financial Group   January 2010 - May 2012

Skills
Java, PHP, JavaScript, CSS, jQuery, Apache, Linux, Software Design, SDLC

Education
University of Northern Iowa   2005 — 2009
Bachelor of Science (B.S.), Computer Science

University of Northern Iowa   2005 — 2009
Bachelor of Arts (B.A.), History

Tommy Dalton Tommy Dalton Chicago, Illinois Details
Tommy Dalton's Principal Financial Group Experience May 2014 - August 2014
Job HTML5 & CSS3, Expression Engine Development (2+), jQuery, PHP/MySQL Developer at Root Level Development
Industry Media Production
Experience
Root Level Development   June 2007 - Present
Directions AV  June 2014 - August 2014
Principal Financial Group   May 2014 - August 2014
Principal Financial Group Culture & Language Integration Services   April 2013 - March 2014
Live Nation Entertainment  February 2013 - May 2013
Academy of Art University  July 2011 - April 2013
Principal Financial Group   November 2012 - February 2013
Breakaway Innovation Group  October 2012 - February 2013
Another Studio   August 2012 - November 2012
Remedy  June 2012 - July 2012

Skills
jQuery, After Effects, Flash, User Interface Design, ActionScript, HTML5 & CSS3, RIA Development, Expression Engine (2+), PHP/MySQL, AS2/AS3, Web Development, Digidesign, Avid Media Composer, Propellerheads Reason, RIA, HTML 5, Post Production, Mobile Applications, Web Design, SEO, JavaScript, Creative Direction, CSS, PHP, Illustrator, Graphic Design, Responsive Design, E-commerce, Web Applications, Animation, Information Architecture, User Interface, AJAX, CSS3, Motion Graphics, Final Cut Pro, Mobile Devices, XHTML, Multimedia, Drupal, User-centered Design, Usability, Joomla, Software Development, Flash Animation, Wireframes, Interactive Advertising, User Experience Design, HTML5, Responsive Web Design

Education
University of Oregon   2000 — 2005
Bachelor of Science (BS), Multimedia Design and Computer Information Science

Cheryl (Kysilka) Yost Cheryl (Kysilka) Yost Greater Philadelphia Area Details
Cheryl (Kysilka) Yost's Principal Financial Group Experience August 1998 - Present
Job Sr. Account Executive at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group   August 1998 - Present
Plymouth Township  July 1988 - August 1998
Franklin Maps   February 1986 - July 1989
Skolnik's bagel bakery   July 1984 - February 1986

Skills
Retirement, 401k, Retirement Planning, Employee Benefits, Defined Benefit, Pensions, Mergers & Acquisitions

Education
Pennsylvania State University- UP Campus   1980 — 1984
HRIM

University of Pennsylvania - The Wharton School   1986 — 1996
CEBS

Sherry Prince Sherry Prince Ankeny, Iowa Details
Sherry Prince's Principal Financial Group Experience 2009 - 2010
Job Branch Manager at ExamOne, a Quest Diagnostics Company
Industry Insurance
Experience
ExamOne, a Quest Diagnostics Company  November 2011 - Present
ExamOne, a Quest Diagnostics Company  January 2005 - November 2010
Principal Financial Group   2009 - 2010

Skills
Insurance, Customer Service, Team Building, Health Insurance, Sales, Account Management, Cold Calling, Salesforce.com, Customer Satisfaction, Life Insurance, Process Improvement, Training, Marketing, Sales Management, Strategic Planning, Leadership, Direct Sales, Microsoft Excel, Team Leadership, Coaching

Education
University of Northern Iowa   1998 — 2000
Bachelor of Science (B.S.), Elementary Education and Teaching

Iowa Lakes Community College   1996 — 1998
Associate of Arts (A.A.)

Sergeant Bluff-Luton

Marci Hensley Marci Hensley Oklahoma City, Oklahoma Details
Marci Hensley's Principal Financial Group Experience December 2013 - Present
Job Managing Director at Principal Financial Group
Industry Insurance
Experience
Principal Financial Group   December 2013 - Present
The Principal Financial Group  December 2012 - December 2013
Modern Woodmen of America  August 2010 - December 2012
Bankers Life and Casualty  2008 - 2010
Allstate Financial  January 2001 - 2008
Allstate Financial  June 1998 - December 2000

Skills
Life Insurance, Fixed Annuities

Education
University of Oklahoma   1985 — 1990
BS, Elementary Education

Shauntreis Sproles Shauntreis Sproles Waterloo, Iowa Area Details
Shauntreis Sproles's Principal Financial Group Experience 2007 - 2012
Job BA: Business Administrationmgmt (Economics minor); author, writer, freelance photographer, poet
Industry Financial Services
Experience
Grainger  October 2014 - Present
Freelance Projects  1999 - Present
Goodwill Industries of Northeast Iowa  December 2012 - October 2014
Principal Financial Group   2007 - 2012

Skills
Management, Economics, Asset Management, Finance, Problem Analysis, Mediation, Coaching, Diversity & Inclusion..., Publications, Digital Photography, Cross-functional Team..., Employee Training, People Development, World Class Customer..., Cross Selling, Data Analysis, Qualitative Research, Creative Writing, Press Releases, Image Editing, Blogging, Microsoft Office, Educational Leadership, Youth Mentoring, Human Rights and..., Faith..., Business Ethics, Servant Leadership, Small business and..., Supervisory Skills, Teamwork, Customer Service, Community Outreach, Social Media, Public Speaking, Leadership, Research, Team Building

Education
University of Northern Iowa   2002 — 2006
Bachelor of Arts Business Administration (BA):Management; Economics minor

Daniel Shinaut Daniel Shinaut Roseville, California Details
Daniel Shinaut's Principal Financial Group Experience May 2013 - October 2013
Job Senior Audit Staff Accountant
Industry Accounting
Experience
Campbell Taylor & Company  October 2013 - Present
Principal Financial Group   May 2013 - October 2013
McCormick & Schmick's   October 2008 - December 2012
Il Fornaio  May 2007 - September 2008
Chart House Restaurant  July 1997 - April 2007

Skills
Series 6, Series 63, Variable Annuities, 401 (k), 403 (b), SEP,..., Asset Allocation, Charitable Giving, Deferred Compensation..., Financial Needs Analysis, IRAs (Traditional &..., Mutual Funds, Pension Plans, Accounting, Financial Analysis, Financial Reporting

Education
University of Phoenix   2008 — 2013
Bachelor's Degree, Accounting and Finance

Jill Belisle Jill Belisle Fort Collins, Colorado Area Details
Jill Belisle's Principal Financial Group Experience 1995 - 1998
Job Strategic Consultant, Sales Executive
Industry Financial Services
Experience
JGB Strategic Solutions   January 2008 - Present
CU Direct Corporation  March 2012 - July 2015
Norlarco Credit Union  2000 - 2008
Humana Health Insurance  1997 - 2000
Principal Financial Group   1995 - 1998
Academy School District 20  1993 - 1997
Valley National Bank  January 1980 - February 1987

Skills
Business Development, Banking, Financial Analysis, Risk Management, Credit, Budgets, Loans, Business Planning, New Business Development, Strategic Planning, Finance, Leadership, Investments, Insurance, Marketing, Sales Management, Team Building, Management, Marketing Strategy, Business Strategy, Executive Management, Start-ups, Software, Software Solutions Sales, Sales, Sales Process, Strategy

Education
University of Phoenix
BS Business Management

Brynn Rapp Brynn Rapp Phoenix, Arizona Area Details
Brynn Rapp's Principal Financial Group Experience April 2001 - July 2002
Job VP, UAT Business Analysis Manager II at JPMorgan Chase
Industry Information Technology and Services
Experience
JPMorgan Chase  January 2012 - Present
JPMorgan Chase  April 2004 - December 2011
RPI Consulting   June 2003 - April 2004
First Horizon Home Loans  July 2002 - June 2003
Principal Financial Group   April 2001 - July 2002

Skills
Finance, Pricing, Mortgage Lending, Loans, Credit, Residential Mortgages, FHA, Underwriting, Banking, Commercial Mortgages, Credit Risk, Mortgage Banking, Quality Assurance, Risk Management, User Acceptance Testing, Requirements Gathering, SDLC, Vendor Management, Loan Origination, QTP, Business Analysis, Management, Leadership, Process Improvement, Requirements Analysis, Testing, Financial Services, Project Management, Program Management

Education
University of Phoenix   1999 — 2002

ABA CRCM Bootcamp

ABA CRCM Bootcamp

ABA CRCM Bootcamp

J Bryan Washburn J Bryan Washburn Greater Salt Lake City Area Details
J Bryan Washburn's Principal Financial Group Experience March 1997 - April 2003
Job Financial Advisor
Industry Financial Services
Experience
The Cambridge Financial Center  2004 - 2015
Penn Mutual  2004 - 2015
New England Financial  2003 - 2004
Principal Financial Group   March 1997 - April 2003
New York Life Insurance Company  1992 - 1997
New York Life Insurance Company  1988 - 1992

Skills
Management, Strategic Planning, Leadership, Customer Service, Insurance, Team Building, Retirement Planning, Finance, Public Speaking, Investments

Education
University of Phoenix
Business Management

University of Utah

Tina Sullivan Tina Sullivan Des Moines, Iowa Area Details
Tina Sullivan's Principal Financial Group Experience January 2000 - November 2007
Job Administrative Assistant II at Wellmark
Industry Insurance
Experience
Wellmark  November 2007 - Present
Principal Financial Group   January 2000 - November 2007
Principal Financial Group   January 2000 - May 2001
CIGNA  June 1996 - January 2000

Skills
Research, Data Entry, Budgeting, Event Management, Administration, Calendaring, Invoicing, Travel Planning, Microsoft Office, Able To Multi-task, Organizational..., Meeting Management, PowerPoint, Visio, Teamwork, Peer Mentoring, Budgets

Education
University of Northern Iowa   1989 — 1993

Stuart Menlo High   1985 — 1989
General, General Studies

SHANE OMALLEY, CFP® SHANE OMALLEY, CFP® Johnston, Iowa Details
SHANE OMALLEY, CFP®'s Principal Financial Group Experience January 1994 - December 1995
Job Business Owner at OMalley Wealth Management Group
Industry Financial Services
Experience
OMalley Wealth Management Group   August 2013 - Present
BDF Investments   December 2011 - August 2013
Wells Fargo Advisors  December 2003 - December 2011
New England Securities  January 2000 - November 2003
Petersen-Hill Insurance   January 1996 - December 1998
Principal Financial Group   January 1994 - December 1995
US Navy  February 1987 - February 1991

Skills
Retirement Planning, Retirement, Strategic Financial..., Mutual Funds, Asset Allocation, Life Insurance, Long-term Care, Management, Budgets, Coaching, Wealth Management, Investments, Series 7, 401k, Fixed Annuities, Series 63, Portfolio Management, Estate Planning, Securities, Investment Advisory, Finance, Financial Services, Financial Planning

Education
University of Northern Iowa   1991 — 1996
Bachelor of Arts, Mathematics

Jesup Community   1983 — 1986
Diploma, General

Nicole Pond Nicole Pond Portland, Oregon Area Details
Nicole Pond's Principal Financial Group Experience 2007 - August 2013
Job Retirement Plan Consultant at The Partners Group
Industry Financial Services
Experience
The Partners Group  August 2013 - Present
Principal Financial Group   2007 - August 2013
Pacific Home Funding   2004 - 2007

Skills
Retirement Planning, Financial Planning, Investments, Public Speaking, 401k, Financial Services, Series 6, Securities, Retirement, Strategic Financial..., Insurance, Pensions, Retirement Plan..., Asset Allocation, Defined Contribution, Business Relationship..., Defined Benefit, ERISA, Investment Strategies, Employee Benefits, Financial Advisory, Investment Advisory, Benefits Administration, Qualified Retirement..., Relationship Management, Mutual Funds, Asset Management, Pension Funds, Executive Pay, Deferred Compensation, Wealth, Investment Management, Mortgage Lending, Profit Sharing, Wealth Management..., Wealth Management

Education
University of Oregon - Charles H. Lundquist College of Business   2000 — 2004
Bachelor of Science, Business Administration

Richard Orvis Richard Orvis Tulsa, Oklahoma Area Details
Richard Orvis's Principal Financial Group Experience June 1998 - Present
Job For more information visit www.orvisandwadkins.com
Industry Financial Services
Experience
Orvis & Wadkins Financial Advisors, LLC   January 2014 - Present
Principal Financial Group   June 1998 - Present
Principal Financial Group   September 1979 - Present
Principal Financial Group   May 1978 - Present
Richard C. Orvis, CLU ChFC RHU   May 1978 - Present

Skills
Asset Allocation, Mutual Funds, IRAs (Traditional &..., Annuities (Variable &..., 401(k), 403(b), SEP &..., Pension Plans, Supplemental Retirement..., Financial Needs Analysis, Survivor Income, Series 6, 7, 65..., College Funding..., Wealth Accumulation, Income Protection, Executive Benefits..., Term Life Insurance, Universal Life Insurance, Disability Income..., Estate Planning, Long Term Care Insurance

Education
University of Oklahoma   1965 — 1968
BBA, Economics/Marketing

Leslie Seibel Leslie Seibel United States Details
Leslie Seibel's Principal Financial Group Experience June 2004 - December 2010
Job Chief Compliance Officer
Industry Insurance
Experience
Advanced Benefit Solutions, LLC   June 2012 - Present
Principal Financial Group   June 2004 - December 2010
Principal Financial Group   2004 - 2010

Skills
Insurance, Disability Insurance, Employee Benefits, Health Insurance, Underwriting, Organizational Design, Silk Floral Arranging, Brokers

Education
University of Phoenix
Bachelor of Science, Business Administration and Management, General

Bianca Lara Bianca Lara West Dover, Vermont Details
Bianca Lara's Principal Financial Group Experience April 2007 - October 2007
Job Manager at Mount Snow
Industry Food & Beverages
Experience
Mount Snow  November 2010 - September 2013
Lantz-Boggio Architects  January 2008 - April 2008
Principal Financial Group   April 2007 - October 2007

Skills
Event Management, Event Planning, Social Media Marketing, Marketing Strategy, Food, Proposal Writing, Business Planning, Food & Beverage, Food Safety, Staff Management, Graphic Design, Quality Control, Project Management, Research, Creative Writing, Restaurant Management, Marketing Management, Business Management, marketing, Private Piloting

Education
University Of Phoenix   2005 — 2008
BMA/MTG

Interamerican University   2000 — 2002

Kathy Moran Kathy Moran Jacksonville, Florida Details
Kathy Moran's Principal Financial Group Experience December 1989 - February 2002
Job IT QA/BA Analyst
Industry Information Technology and Services
Experience
Crowley Maritime  June 2015 - Present
Black Knight Financial Services  September 2007 - Present
Blue Cross Blue Shield of Florida  October 2006 - June 2007
CitiStreet  June 2002 - October 2006
Principal Financial Group   December 1989 - February 2002

Skills
SDLC, Test Planning, Testing, Quality Assurance, Manual Testing, SharePoint, Agile Methodologies, SQL, Test Cases, MS Project, Waterfall, DB2, ETL, Scrum, Visio

Education
University of Phoenix   1999 — 2001
Bachelor of Science, Management Information Systems

Florida Junior College Jacksonville, FL   1986 — 1988
Associate of Arts (A.A.), Business Administration and Management, General

Gregory John Terlecky Gregory John Terlecky San Clemente, California Details
Gregory John Terlecky's Principal Financial Group Experience April 2001 - June 2008
Job Division Vice President at American General Life Companies Insured Solutions Group
Industry Financial Services
Experience
American General Life Companies  July 2013 - Present
American General Life Companies  June 2008 - July 2013
Principal Financial Group   April 2001 - June 2008
Sagemark Consulting  June 1998 - June 2001
New York Life Insurance Company  January 1996 - June 1998
New England Financial  March 1989 - January 1996
CIGNA Individual Financial Services  April 1981 - March 1989
Professional Baseball Player  September 1970 - September 1980

Skills
Life Insurance, Retirement Planning, Estate Planning, IRAs, Retirement, Fixed Annuities, Insurance, Financial Advisory, Wealth Management, Small Business, Series 7, Investments, Universal Life, Term Life Insurance, 401k, Business Planning, Disability Insurance, Sales Management, Whole Life, Asset Management, Strategic Financial..., Mutual Funds, Financial Planners, Wealth

Education
Whittier College   1974 — 1978
BA, Business Management

University of Oregon   1970 — 1972
Business Administration and Management, General

Steve Kammeyer Steve Kammeyer Des Moines, Iowa Area Details
Steve Kammeyer's Principal Financial Group Experience May 1995 - September 2003
Job Director Health Insurance Services Farm Bureau
Industry Insurance
Experience
Farm Bureau Financial Services  July 2008 - Present
Gloria Dei Lutheran Church  July 2007 - July 2008
Wellmark Blue Cross Blue Shield  April 2005 - October 2006
Wellmark Blue Cross Blue Shield  September 2003 - April 2005
Principal Financial Group   May 1995 - September 2003

Skills
Strategic Planning, Sales, Operations Management, Business Development, Provider Relations, Health Insurance, Marketing, Account Management, Leadership, Marketing Strategy, Product Development, Medicare, Insurance, Underwriting, Life Insurance, Employee Benefits, Managed Care, Healthcare

Education
University of Northern Iowa   1981 — 1988
Bachelor of Arts (B.A.), Marketing

University of Northern Iowa   1981 — 1985
B.A., Marketing

William Milne, CFP® William Milne, CFP® Greater Philadelphia Area Details
William Milne, CFP®'s Principal Financial Group Experience June 2007 - August 2007
Job Investment Research & Client Management
Industry Financial Services
Experience
The Stanley Laman Group, Ltd.   June 2008 - Present
Principal Financial Group   June 2007 - August 2007

Skills
Portfolio Management, Financial Analysis, Financial Modeling, Investments, Finance, Sales, Analysis, Insurance, Financial Markets, Investment Strategies, Investment Banking, Estate Planning, Series 7, Financial Advisory, Series 66

Education
University of Pennsylvania   2004 — 2008
BS, Economics

University of Pennsylvania - The Wharton School   2004 — 2008
Bachelor of Science (BS)

Poly Prep   2000 — 2004

Britni Dresen Britni Dresen Stevens Point, Wisconsin Details
Britni Dresen's Principal Financial Group Experience September 2006 - Present
Job Sr. Client Service Coordinator
Industry Financial Services
Experience
Norwex  September 2014 - Present
The Pampered Chef  August 2013 - Present
Principal Financial Group   September 2006 - Present
Principal Financial Group   September 2006 - August 2008
AccounTemp   May 2006 - September 2006
Westfield School District  February 2006 - June 2006
Montello School District  April 2006 - May 2006
Waddell & Reed  August 2003 - February 2006
University of Wisconsin Oshkosh  September 2003 - October 2005
ManpowerGroup  May 2003 - October 2003

Skills
Microsoft Excel, Macro, Microsoft Word, Outlook, SQL, Business Objects, Sessions, DB2, Microsoft Office, Access, Windows, Time Management, Teamwork, Team Leadership, Troubleshooting

Education
University of Phoenix   2009 — 2010
Master's degree, Information Science/Studies

University of Wisconsin-Oshkosh   2003 — 2006
Bachelor of Business Administration (BBA), Finance, General

University of Wisconsin-Milwaukee   2002 — 2003
Transferred to Oshkosh, Information Technology

Montello High School   2000 — 2002
CNA, Cisco Networking Academy

Pioneer Westfield High School   1998 — 2002
High School, High School Certificate of Competence Program

Thaddeus Brandt Thaddeus Brandt Des Moines, Iowa Area Details
Thaddeus Brandt's Principal Financial Group Experience June 2004 - September 2009
Job Data Professional
Industry Insurance
Experience
John Deere Financial  July 2012 - Present
Delta Dental of Iowa  September 2009 - July 2012
Principal Financial Group   June 2004 - September 2009

Skills
Business Objects, Business Objects Data..., SQL, SQL Server, Data Modeling, Microsoft CRM, Technical Documentation, ETL, Data Warehousing, Data Warehouse..., Team Leadership, Agile Application..., Agile Methodolgy, Informatica, Scrum, Crop Insurance

Education
University of Northern Iowa   2001 — 2004
Management Information Systems

Scott Truka Scott Truka Des Moines, Iowa Area Details
Scott Truka's Principal Financial Group Experience September 2010 - January 2011
Job Account Executive at Midwest Heritage
Industry Financial Services
Experience
Midwest Heritage, A Hy-Vee Company   August 2015 - Present
EMC National Life Company  July 2014 - July 2015
EMC National Life Company  October 2013 - July 2014
EMC National Life Company  April 2011 - October 2013
Principal Financial Group   September 2010 - January 2011
Principal Financial Group   December 2006 - August 2010

Skills
Insurance, Disability Insurance, Term Life Insurance, Life Insurance, Fixed Annuities, Management, Employee Benefits, Health Insurance, Sales, Underwriting, Investments, Brokers, Sales Management, Leadership

Education
University of Northern Iowa   2002 — 2006
Bachelors

Tim Costilow Tim Costilow Oklahoma City, Oklahoma Area Details
Tim Costilow's Principal Financial Group Experience 2008 - 2010
Job Manager, Financial Services
Industry Financial Services
Experience
Principal Financial Group   2008 - 2010
Nationwide Financial  April 2005 - March 2008
Nationwide  2000 - 2005
Bank of Oklahoma  1997 - 2000
Bank of Oklahoma  1997 - 2000

Skills
Retirement, Financial Services, Employee Benefits, Insurance, Business Development, Mutual Funds, Series 6, Fixed Annuities, 401k, Pensions, Life Insurance, Wealth Management, Series 7, Series 63, Disability Insurance, Strategic Financial..., Financial Advisory, Investments, Retirement Planning, Long-term Care, Term Life Insurance, Relationship Management, FINRA, Investment Advisory, Securities, Estate Planning, Asset Allocation, Investment Strategies, Asset Management, Health Insurance, Defined Benefit, Investment Management, Portfolio Management, Retirement Plan...

Education
University of Oklahoma   1973 — 1978
BS, Political Science

Cascia Hall   1971 — 1973
HS, HS

Greg Wait Greg Wait Greater Milwaukee Area Details
Greg Wait's Principal Financial Group Experience 1984 - 1996
Job Owner, Falcons Rock Investment Counsel, LLC
Industry Investment Management
Experience
Falcons Rock Investment Counsel, LLC   2003 - Present
Strong Capital Management  2000 - 2003
Charing Company   1996 - 2000
Principal Financial Group   1984 - 1996

Skills
Investments, Investment Strategies, Wealth Management, Portfolio Management, Retirement Planning, Performance Measurement, 401k, Defined Benefit, Pensions, Benchmarking, Asset Allocation, Investment Policy, Alternative Investments, Institutional Investors, Investment Management, Mutual Funds, Retirement Plan..., Retirement, Strategy, Institutional..., Small Business, Management, Wealth Management..., Employee Benefits

Education
University of Wisconsin-Whitewater   1977 — 1982
BBA

University of Pennsylvania - The Wharton School
CEBS

Sara Klaessy Sara Klaessy Grimes, Iowa Details
Sara Klaessy's Principal Financial Group Experience January 2008 - Present
Job Assistant Director, Marketing at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group   January 2008 - Present
Principal Financial Group   2004 - 2007
Principal Financial Group   1998 - 2004
Principal Financial Group   1994 - 1998

Skills
Qualified Retirement..., Business Planning, Retirement, Retirement Planning, Mutual Funds, Strategic Planning, Series 7, 401k, Marketing Strategy, Management

Education
University of Northern Iowa   1990 — 1994
Bachelor of Arts (B.A.), Finance, General

Sarah Schuldt Sarah Schuldt Minneapolis, Minnesota Details
Sarah Schuldt's Principal Financial Group Experience May 2011 - August 2011
Job Business Analyst at US Bank
Industry Banking
Experience
US Bank  March 2014 - Present
Wells Fargo Home Mortgage  June 2013 - March 2014
Wells Fargo Home Mortgage  May 2012 - June 2013
ITAGroup  April 2012 - May 2012
Principal Financial Group   May 2011 - August 2011
University of Northern Iowa Alumni Association   September 2007 - May 2011

Skills
Visio, PowerPoint, Excel, Microsoft Excel

Education
University of Northern Iowa   2007 — 2011
BA, Management Information Systems & Marketing

Dowling Catholic High School   2003 — 2007

Warren G. Freeman Warren G. Freeman Waterloo, Iowa Area Details
Warren G. Freeman's Principal Financial Group Experience December 2003 - June 2008
Job Vice President Business Development at VGM FORBIN
Industry Marketing and Advertising
Experience
VGM Forbin  April 2014 - Present
VGM Insurance  July 2008 - April 2014
Principal Financial Group   December 2003 - June 2008
Thrivent Financial for Lutherans  May 2002 - December 2003

Skills
New Business Development, Marketing, Sales, Selling, Sales Management, Business Development, Team Building, Management, Insurance, Strategic Planning, Small Business, Marketing Strategy, Direct Sales, Analysis, Negotiation, Account Management, Sales Operations, Customer Service, Public Speaking, Contract Negotiation, Sales Process, Business Planning

Education
University of Wisconsin-Madison   2000 — 2001
Masters

University of Northern Iowa   1993 — 1997
BA

Michael T. Daley Michael T. Daley Greater New York City Area Details
Michael T. Daley's Principal Financial Group Experience June 2000 - December 2003
Job Chief Marketing & Sales Officer | Change Leader, Strategist
Industry Financial Services
Experience
Marketing & Sales Executive Leadership, Greater New York City Area   2015 - Present
BUTI Fitness Inc   May 2013 - Present
Cushman & Wakefield  2015 - 2015
Cushman & Wakefield  2015 - 2015
Mercer  February 2010 - April 2013
Principal Financial Group   June 2000 - December 2003
Cigna  November 1997 - January 2000
Bankers Trust  December 1992 - November 1997
T. Rowe Price  April 1986 - November 1992
Quaker Oats  April 1982 - April 1986

Skills
Employee Benefits, Defined Benefit, Strategic Planning, Marketing, Strategy, Management, Executive Pay, Defined Contribution, Marketing Management, Lead Generation, Marketing Strategy, Sales Management, CRM, Market Research, Start-ups, Sales Process, Strategic Partnerships, Business Strategy, Mergers & Acquisitions, Sales, Leadership, ERISA, Business Development, New Business Development, Product Development, Financial Services, P&L Management, Change Management, Chief Marketing & Sales..., Social Media Marketing, Marketing Communications, Online Marketing, Digital Marketing, Product Marketing, Email Marketing, Integrated Marketing, Content Marketing, Content Strategy

Education
University of Pennsylvania - The Wharton School   1974 — 1978
Bachelor of Science in Economics, Marketing

North Farmington High School - Farmington Hills, MI   1971 — 1974

Scott Bronner Scott Bronner West Des Moines, Iowa Details
Scott Bronner's Principal Financial Group Experience June 2001 - August 2006
Job Manager Financial Planning & Analysis at The Members Group
Industry Financial Services
Experience
The Members Group  December 2012 - Present
The Members Group  December 2011 - December 2012
The Iowa Clinic, P.C.   November 2010 - December 2011
The Members Group  August 2006 - November 2010
Principal Financial Group   June 2001 - August 2006

Skills
Financial Analysis, Finance, Process Improvement, Analysis, Forecasting, Management, Strategic Financial..., Leadership, Business Analysis, Budgets, Budgeting, Risk Management, Strategic Planning, Financial Planning, Variance Analysis, Requirements Analysis, Financial Reporting, Pricing Analysis, Billing Systems, Billing Process, Product Development, Project Management

Education
University of Northern Iowa   1999 — 2001
B.A

Crestwood High School

Tara Bird, PMP Tara Bird, PMP Des Moines, Iowa Area Details
Tara Bird, PMP's Principal Financial Group Experience January 2004 - August 2010
Job Project Manager at Farm Bureau Financial Services
Industry Insurance
Experience
Farm Bureau Financial Services  September 2013 - Present
Ankeny Community School District  August 2010 - September 2013
Principal Financial Group   January 2004 - August 2010

Skills
New Business Development, Marketing Strategy, Product Development, Sales Management, Business Strategy, Strategic Planning, Marketing, Negotiation, Sales, Project Management, Leadership, Process Improvement, Insurance, Coaching, Management, Customer Service, Vendor Management, Team Management, Change Management

Education
University of Northern Iowa   1998 — 2001
Bachelor of Arts (B.A.), Organizational Communication, General

University of Northern Iowa   1998 — 2001
Bachelor's degree, Organizational Communications

Taylor Gipple Taylor Gipple Des Moines, Iowa Area Details
Taylor Gipple's Principal Financial Group Experience June 2015 - Present
Job Application Developer at Principal Financial Group
Industry Higher Education
Experience
Principal Financial Group   June 2015 - Present
University of Northern Iowa  May 2014 - June 2015
University of Northern Iowa  November 2012 - June 2015
Principal Financial Group   May 2014 - August 2014
DuPont Pioneer  May 2013 - August 2013

Skills
PHP, Visual Basic, Drupal, CSS, SharePoint, HTML 5, Talend Open Studio, SQL, Java, Data Management, XML, Testing, Cadis, Markit EDM, SSRS, FTP, Microsoft Office, Leadership, Microsoft Excel, Teamwork

Education
University of Northern Iowa   2011 — 2015
Bachelor's degree, Management Information Systems, General

Adrienne Williams Adrienne Williams Des Moines, Iowa Area Details
Adrienne Williams's Principal Financial Group Experience January 1998 - February 2001
Job State of Iowa
Industry Banking
Experience
Lane Bryant  July 2014 - Present
Iowa Finance Authority  September 2009 - Present
Signature Flight Support  February 2001 - September 2009
Principal Financial Group   January 1998 - February 2001
State of Iowa  1995 - 1997

Skills
Mortgage Banking, Mortgage Underwriting, Residential Mortgages, Loan Closings, Process Improvement, Loan Origination, Loan Servicing, Loan Modifications, Refinance, Credit Analysis, Credit Risk, Customer Service, Account Management, Accounts Payable, Account Reconciliation, Financial Accounting, Mortgage Lending, Management, Finance, Analysis, Banking, Credit, Auditing, Payroll, Time Management, Accounting, Risk Management, Leadership, Public Speaking, Strategic Planning, Team Building

Education
University of Phoenix   2011 — 2013
Master of Business Administration (M.B.A.), Business Administration, Management and Operations

University of Phoenix   2005 — 2011
Bachelor of Business Administration (BBA), Business Administration and Management, General, 4

Mary Kate Munro Mary Kate Munro Des Moines, Iowa Details
Mary Kate Munro's Principal Financial Group Experience May 2015 - August 2015
Job Communications Strategist Intern at the Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group   May 2015 - August 2015
Principal Financial Group   June 2014 - August 2014

Skills
Sales, Strategic Communications, Microsoft Office, Microsoft Word, Social Media, Customer Service, Leadership, Public Speaking, PowerPoint, Microsoft Excel

Education
University of Notre Dame   2013 — 2017
Bachelor’s Degree, Economics and Political Science

Dowling Catholic High School   2009 — 2013
High School

Pete Korstad Pete Korstad Bend, Oregon Details
Pete Korstad's Principal Financial Group Experience January 2014 - May 2014
Job Associate Director of Development, Oregon & SW Washington Region at University of Oregon
Industry Fund-Raising
Experience
University of Oregon  August 2014 - Present
Northwestern Insurance Group   November 2013 - August 2014
Principal Financial Group   January 2014 - May 2014
Sunriver Resort  February 2013 - November 2013
Learfield Sports  January 2012 - February 2013
Learfield Sports  May 2009 - January 2012
Boise Hawks  March 2006 - April 2009

Skills
Ticket Sales, Sports Marketing, Sponsorship Sales, Sponsorship, Event Management, Sports Management, Sponsorship Activation, Social Media Marketing, Advertising, Media Relations, Customer Service, Marketing, Fundraising, Sales, Marketing Strategy

Education
Game Face, Inc.   2005 — 2005
Sports Marketing

University of Oregon   2000 — 2004
Economics

Rod Stortenbecker Rod Stortenbecker Vancouver, Washington Details
Rod Stortenbecker's Principal Financial Group Experience October 1995 - April 2010
Job Senior Consultant at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group  June 2012 - Present
Principal Financial Group   October 1995 - April 2010

Skills
Financial Modeling, Valuation, Employee Benefits, Financial Analysis

Education
University of Northern Iowa
Bachelor of Arts (B.A.), Management/Finance

Barbara Burkey Barbara Burkey Las Vegas, Nevada Details
Barbara Burkey's Principal Financial Group Experience April 2004 - August 2008
Job LV Life Coach
Industry Individual & Family Services
Experience
College of Southern Nevada  April 2015 - Present
Gap Inc.  August 2013 - June 2014
Mid Hudson Wendico Inc   May 2013 - August 2013
ZeroChaos  August 2012 - February 2013
Randstad  November 2010 - May 2012
Clearwire  August 2009 - May 2010
Aflac  August 2008 - August 2009
Principal Financial Group   April 2004 - August 2008
Unum  June 1996 - July 2002

Skills
Life Coaching, Client Rapport, Overcoming Challenges

Education
University of Phoenix   2013 — 2015
Master of Arts in Education/Adult Education and Training, Adult Education and Training

University of Phoenix   2005 — 2009
Bachelor of Science (BS), Business Administration/Marketing

Travis Hanson-Pollock Travis Hanson-Pollock Des Moines, Iowa Area Details
Travis Hanson-Pollock's Principal Financial Group Experience September 2014 - Present
Job Individual Investment Specialist
Industry Public Relations and Communications
Experience
Principal Financial Group   September 2014 - Present
Cognizant Technology Solutions  October 2012 - September 2014
Harm Reduction Action Center  September 2011 - August 2012
Mesilla Valley Community of Hope   August 2010 - August 2011
Rod Library  August 2008 - July 2010
University of Northern Iowa  August 2008 - May 2010
Harvester Golf Club   June 2003 - August 2008
UNI Dining Services   January 2007 - May 2007

Skills
Microsoft Word, Social Networking, Social Skills, Speech Writing, Creative Writing, Grant Writing, Educational Outreach, Public Speaking, Microsoft Office, American History, Report Writing, Social Justice, Photography, Research, Time Management, Teaching, Community Outreach, Event Planning, Nonprofits, Social Media, Volunteer Management

Education
University of Northern Iowa   2006 — 2010
Bachelors, Communication

University of Northern Iowa   2006 — 2010
Bachelor of Arts, General Communication

Kellie Wolinski Kellie Wolinski Dallas/Fort Worth Area Details
Kellie Wolinski's Principal Financial Group Experience November 1993 - May 2004
Job Product Manager at Optum
Industry Insurance
Experience
Optum  April 2015 - Present
Optum  January 2014 - Present
OptumHealth  July 2012 - Present
Optum  April 2012 - January 2014
OptumInsight  May 2010 - July 2012
OptumInsight  May 2009 - May 2010
UnitedHealthcare  May 2004 - May 2009
Principal Financial Group   November 1993 - May 2004

Skills
Health Insurance, HIPAA, Healthcare, Medicare, Medicaid, Training, Health Policy, Claim, Management, Health, Sales, CRM, Software Documentation, Marketing, Medical Coding, Managed Care, Business Analysis, Account Management, Human Resources, Strategic Planning, Healthcare Industry, Provider Relations, Insurance, Sales Operations, PPO, HMO, Medicare Part D, Leadership

Education
University of Phoenix   2005 — 2007
Master of Business Administration (MBA), Health/Health Care Administration/Management, 3.89

University of Phoenix
Master's degree, Health/Health Care Administration/Management

Debra Lang Debra Lang Greater San Diego Area Details
Debra Lang's Principal Financial Group Experience July 1982 - July 1992
Job Insurance and Customer Service Executive
Industry Hospital & Health Care
Experience
Mercer  February 2015 - Present
Kaiser Permanente  February 2009 - February 2013
Anthem Blue Cross  July 2000 - July 2008
Association Group Insurance Group (AGIA)   August 1992 - July 2000
Principal Financial Group   July 1982 - July 1992

Skills
Program Management, Leadership, Strategic Planning, Team Building, Change Management, Outsourcing, Healthcare, Training, Organizational..., Six Sigma, Insurance, Software Documentation, Performance Management, Budgets, Business Process..., Process Improvement, Employee Benefits, Management, Call Centers, Forecasting, Human Resources, Executive Management, Policy, Account Management, Vendor Management, Sales, Customer Retention, Customer Service, Mergers & Acquisitions, Cross-functional Team...

Education
University of Phoenix   2001 — 2003
BS, Business Management

David Gerths David Gerths Greater Minneapolis-St. Paul Area Details
David Gerths's Principal Financial Group Experience June 2014 - Present
Job Associate Sales Representative at Principal Financial Group
Industry Insurance
Experience
Principal Financial Group   June 2014 - Present
University of Notre Dame  June 2010 - May 2014
Notre Dame Marketing Club   December 2012 - March 2014

Skills
Marketing, Social Media, PowerPoint, Microsoft Excel, Public Speaking, Microsoft Office, Microsoft Word, Social Media Marketing, Event Planning, Facebook, Social Networking, Leadership, Data Analysis

Education
University of Notre Dame   2010 — 2014
Bachelor of Business Administration (B.B.A.), Marketing

Ankeny High School

Culver Military Academy

Javier Ovalles Javier Ovalles San Francisco Bay Area Details
Javier Ovalles's Principal Financial Group Experience 2004 - 2006
Job Retirement Plan Consultant at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions  October 2014 - Present
MassMutual Financial Group  May 2014 - September 2014
Transamerica Retirement Solutions  December 2012 - May 2014
John Hancock Life Insurance Company (U.S.A.)   April 2010 - August 2012
Wells Fargo  April 2006 - September 2009
Principal Financial Group   2004 - 2006
SelectQuote   January 2003 - 2004
Lincoln Financial Distributors  2001 - 2002
Charles Schwab  2000 - 2001
Morgan Stanley  1999 - 2000

Skills
401k, Investments, Insurance, Retirement Planning, Retirement, Leadership, Series 7, Mutual Funds, Employee Benefits, Strategy, Marketing, Lead Generation, Series 63, Securities, Strategic Planning, Management, Team Building, Long-term Care, Fixed Annuities, Financial Advisory, Finance, Negotiation, Competitive Analysis, Selling Skills, Business Development, Life Insurance, Health Insurance, CRM, Small Business, Social Influence, Relationship Management, Bilingual, Sales Management, Strategic Financial..., Sales, Budgets, Expense Management, Personal Financial..., FINRA, Defined Benefit, Financial Services, Portfolio Management, IRAs, Consulting, Asset Allocation, Wealth Management, 457 Plans, Financial Planning, Asset Management, Investment Advisory

Education
University of Pennsylvania   1992 — 1996
BA, Psychology

Winchester HS   1988 — 1992
Diploma, High School/Secondary Diplomas and Certificates

Sarah Secory Sarah Secory West Des Moines, Iowa Details
Sarah Secory's Principal Financial Group Experience May 2007 - July 2009
Job Retirement Plan Consultant at Qualified Plan Consultants, LLC
Industry Financial Services
Experience
Qualified Plan Consultants, LLC  April 2013 - Present
PAI  May 2012 - Present
Qualifed Plan Consultants   July 2009 - May 2012
Principal Financial Group   May 2007 - July 2009

Skills
401k, Pensions, Customer Service, Retirement Planning, Account Reconciliation, Retirement, Employee Benefits, ERISA, Customer Retention

Education
University of Northern Iowa   2003 — 2007
Bachelors, Business Marketing

Jerusha Ramos Jerusha Ramos Greater New York City Area Details
Jerusha Ramos's Principal Financial Group Experience March 2002 - September 2007
Job
Industry Financial Services
Experience
NL Financial   May 2008 - Present
Principal Financial Group   March 2002 - September 2007
Odegard, Inc.   January 1994 - September 2001

Skills
Long Term Care Insurance, 403 b, Retirement Planning, Strategic Financial..., Executive Benefit..., Insurance, Loans, Strategy, Investments, Estate Planning, Fixed Annuities, Long-term Care, Entrepreneurship, Retirement, Series 63, IRAs, 401k, Finance, Series 7, Disability Insurance, Mutual Funds, Small Business, Life Insurance, Term Life Insurance, Wealth Management, Asset Allocation, Financial Planners, Universal Life, Securities, Financial Planning

Education
University of Pennsylvania

Jamey Hendricks Jamey Hendricks Vancouver, Washington Details
Jamey Hendricks's Principal Financial Group Experience May 2004 - September 2014
Job Raymond James Financial Services
Industry Financial Services
Experience
Raymond James Financial, Inc.   November 2014 - Present
Principal Financial Group   May 2004 - September 2014
Financial Design Group  April 2000 - June 2004
Levi Strauss & Co.   April 1995 - April 2000
The Bon Marche  September 1991 - April 1995

Skills
Strategic Financial..., Financial Services, Charitable Gift Planning, Estate Planning, Succession Planning, Investments, Public Speaking, Financial Planners, Strategic Planning, Employee Benefits

Education
University of Oregon - Charles H. Lundquist College of Business   1998 — 2000
Accounting and Finance

Lane Community College   1995 — 1998
Associates Degree, Business Administration and Management, General

Ryan Pautsch Ryan Pautsch Denver, Iowa Details
Ryan Pautsch's Principal Financial Group Experience January 2005 - June 2006
Job Commercial Lending at Veridian Credit Union
Industry Banking
Experience
Veridian Credit Union  April 2013 - Present
Hawkeye Community College  January 2012 - May 2015
Mount Mercy University  September 2013 - December 2013
Farmers State Bank  June 2006 - February 2013
Principal Financial Group   January 2005 - June 2006
Investors Management Group  June 2001 - September 2004

Skills
Risk Management, Financial Analysis, Banking, Credit, Customer Service, Loans, Microsoft Excel, Credit Analysis, Management, Investments, Leadership, Microsoft Office, Process Improvement, Finance

Education
University of Northern Iowa   2005 — 2008
Master of Business Administration (MBA), Business Administration and Management, General

University of Northern Iowa   1997 — 2001
Bachelor of Arts (BA), Finance, General

Wendy Schmidt Wendy Schmidt Des Moines, Iowa Area Details
Wendy Schmidt's Principal Financial Group Experience March 1996 - November 1996
Job Senior Consultant, Brand and Reputation at Nationwide Insurance
Industry Marketing and Advertising
Experience
Nationwide Insurance  May 2013 - Present
Wellmark Blue Cross and Blue Shield  August 2010 - May 2013
Flynn Wright  August 2004 - May 2009
Flynn Wright  February 2002 - September 2004
Flynn Wright  August 2000 - February 2002
SHAZAM Network (ITS, Inc.)   December 1996 - August 2000
Principal Financial Group   March 1996 - November 1996

Skills
Advertising, Marketing, Brand Management, Marketing Communications, Strategic Planning, Corporate Communications, Integrated Marketing, Sponsorship, Email Marketing, Project Management, Media Relations, Strategic Communications, Public Relations, Social Media, Copywriting, Consumer Marketing, Marketing Strategy, Product Marketing, B2B2C, Sales

Education
University of Northern Iowa   1990 — 1994
BA, Mass Communications: Public Relations

Shelley Garrington Shelley Garrington Des Moines, Iowa Area Details
Shelley Garrington's Principal Financial Group Experience March 2010 - Present
Job Director Retirement & Investment Services at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group   March 2010 - Present

Skills
401k, Mutual Funds, Investments, Fixed Annuities, Pensions, Financial Services, Asset Allocation, Investment Advisory, Life Insurance, Strategic Financial..., Financial Advisory

Education
University of Northern Iowa   1986 — 1990
Bachelor's degree, Finance and Accounting

Scott Heidesch Scott Heidesch Des Moines, Iowa Area Details
Scott Heidesch's Principal Financial Group Experience March 2014 - Present
Job at
Industry Financial Services
Experience
Principal Financial Group   March 2014 - Present
Principal Financial Group   January 2007 - Present
Principal Financial Group   August 2001 - December 2006

Skills
Series 7, 401k, Insurance, Mutual Funds, Retirement, Retirement Planning

Education
University of Northern Iowa   1990 — 1994

Kathy Hwang Kathy Hwang Greater Atlanta Area Details
Kathy Hwang's Principal Financial Group Experience November 2011 - Present
Job Actuarial Analyst at Principal Financial Group
Industry Management Consulting
Experience
Principal Financial Group   November 2011 - Present
Bolton Partners, Inc  April 2011 - October 2011
Aon Hewitt  2007 - 2011

Education
University of Pennsylvania - The Wharton School

Cassius Cade IV Cassius Cade IV West Palm Beach, Florida Area Details
Cassius Cade IV's Principal Financial Group Experience 1995 - 1998
Job SVP Regional Sales at Capital Markets Cooperative
Industry Capital Markets
Experience
Capital Markets Cooperative  2007 - Present
ABN AMRO Mortgage Capital Markets Group   2001 - 2007
Tuttle and Company   1998 - 2001
Principal Financial Group   1995 - 1998

Education
University of Oklahoma   1979 — 1983

Tyler Benowitz Tyler Benowitz Greater San Diego Area Details
Tyler Benowitz's Principal Financial Group Experience November 1996 - October 1999
Job Director, Operations
Industry Management Consulting
Experience
Ashford University  March 2013 - January 2015
ALX Global LLC   March 2010 - October 2011
CoreLogic Credco  June 2009 - October 2009
AMN Healthcare  December 2008 - March 2009
AMN Healthcare  November 2007 - December 2008
Goal Financial  March 2003 - November 2007
Pacific Waste Services   April 2002 - March 2003
Fisi-Madison   February 2001 - November 2001
John H. Harland  October 1999 - February 2001
Principal Financial Group   November 1996 - October 1999

Skills
Cross-functional Team..., Account Management, Sales Operations, Customer Service, Sales Management, Workforce Management, Process Improvement, Team Building, Customer Retention, Coaching, New Business Development, Strategic Planning, Negotiation, Team Leadership, Forecasting, Contract Negotiation, Problem Solving, Business Strategy, Sales Process, Program Management, Vendor Management, Operations Management, Call Center, Product Management, Product Development, Strategic Partnerships, Mentoring, Project Planning, Customer Relations, Consultative Selling, Contract Negotiations, Vendor Relations, Hiring, Performance Management, B2B, Business Planning, Direct Sales, Employee Relations, Key Account Management, Team Management, Customer Satisfaction, Strategy Development, Change Management, E-commerce, Planning, Business Management, RFP, Contract Management, Budget Management, P&L

Education
University of Oregon   1990 — 1995
Bachelor’s Degree, Pschology, Minor in Business

Olympus High School   1987 — 1990
High School Diploma

Susan Smith Susan Smith Des Moines, Iowa Area Details
Susan Smith's Principal Financial Group Experience 1987 - 2005
Job AVP IT at Grinnell Mutual Reinsurance Company
Industry Insurance
Experience
Grinnell Mutual Reinsurance Company  July 2014 - Present
WesleyLife  May 2013 - July 2014
FBL Financial Group, Inc  March 2005 - March 2013
Principal Financial Group   1987 - 2005

Skills
IT Strategy, Business Strategy, Property & Casualty..., Product Development, Insurance, Risk Management, Information Technology..., Product Management, Project Management, Vendor Management, Executor, Business Analysis, Business Process, Process Improvement, IT Operations Management, IT Service Delivery, Retirement Benefits, SDLC, Integration, Senior Health Care..., Home Health Care, Enterprise Networking, IT Management, Team Building, Leadership, Strategic Planning

Education
University of Northern Iowa   1982 — 1986
Bachelor of Science (BS), Computer Information Systems

Timothy Harberts Timothy Harberts Greater Minneapolis-St. Paul Area Details
Timothy Harberts's Principal Financial Group Experience October 2002 - November 2011
Job Sales Manager LoCorr Funds
Industry Investment Management
Experience
LoCorr Funds  August 2015 - Present
Ameriprise Financial Services, Inc.   November 2011 - August 2015
Roy Jenks & Associates, Inc.   December 2008 - November 2011
Principal Financial Group   October 2002 - November 2011
Harberts Foods Inc.   1998 - 2002

Skills
Investments, Finance, Insurance, Retirement Planning, Management, Strategic Financial..., Financial Services, Leadership, Financial Planning, Employee Benefits, Time Management, Alternative Investments, Investment Management

Education
University of Notre Dame   1993 — 1997
Business Administration, Business, Management, Marketing, and Related Support Services

Tracey Stimpson Tracey Stimpson Des Moines, Iowa Area Details
Tracey Stimpson's Principal Financial Group Experience 1999 - 2002
Job Document Specialist at Mercer Health & Benefits
Industry Insurance
Experience
Mercer Health & Benefits  May 2004 - Present
Principal Financial Group   1999 - 2002

Education
University of Northern Iowa   1994 — 1998

Shelly Schuster Shelly Schuster Urbandale, Iowa Details
Shelly Schuster's Principal Financial Group Experience July 2008 - January 2014
Job Business Analyst
Industry Banking
Experience
Wells Fargo  January 2014 - Present
Principal Financial Group   July 2008 - January 2014
Wells Fargo  August 2007 - July 2008
Wells Fargo  December 2005 - August 2007
Wells Fargo  October 2004 - December 2005
Wells Fargo  December 2003 - October 2004
J&H KVI/ADP   June 1998 - November 2003
MCI  June 1994 - May 1998

Skills
Business Requirements, Requirements Gathering, Process Improvement, Business Analysis, Project Management, Vendor Management, Quality Assurance, Systems Analysis, Program Management, Project Portfolio..., Leadership, Business Process, Databases, Visio, Project Planning, SDLC, Management

Education
University of Northern Iowa   1990 — 1994
BA, Management Information Systems

Waukee High School   1984 — 1990
Bachelor of Arts (BA), Management Information Systems, General

Shaun Hogle Shaun Hogle Des Moines, Iowa Area Details
Shaun Hogle's Principal Financial Group Experience July 2007 - March 2008
Job Consumer Loan Underwriter at Wells Fargo
Industry Financial Services
Experience
Wells Fargo  February 2011 - Present
Wells Fargo  August 2009 - February 2011
Wells Fargo  February 2009 - August 2009
Nelson Construction  May 2008 - February 2009
Principal Financial Group   July 2007 - March 2008
Principal Financial Group   April 2006 - July 2007
Principal Financial Group   August 2004 - April 2006

Skills
Investments

Education
University of Northern Iowa   2000 — 2004
BA, Finance, Economics

Gloria Esplana Gloria Esplana Greater Los Angeles Area Details
Gloria Esplana's Principal Financial Group Experience June 1993 - June 2002
Job Director, Provider Demographic Management, BeechStreet Corp a Viant Company
Industry Hospital & Health Care
Experience
BeechStreet, a Viant Company   2002 - Present
Beech Street Corporation (Viant Network acquired)   2002 - Present
Viant  2001 - Present
Principal Financial Group   June 1993 - June 2002

Education
University of Phoenix

Brian Terpstra Brian Terpstra Greater Denver Area Details
Brian Terpstra's Principal Financial Group Experience May 2006 - September 2008
Job Vice President at Goff Capital Partners
Industry Financial Services
Experience
Goff Capital Partners   January 2009 - Present
Principal Financial Group   May 2006 - September 2008
Capmark  October 2004 - April 2006
Washington Mutual  June 2001 - September 2004
Bank United  1994 - 2001
First National Bank Valparaiso  February 1987 - December 1993

Skills
Investments, Underwriting, Asset Managment, Real Estate Economics, Credit, Asset Management, Portfolio Management, Mergers & Acquisitions, Real Estate, Valuation, Commercial Mortgages, Mergers, Commercial Real Estate, Financial Risk, Management, Loans

Education
University of Notre Dame - Mendoza College of Business   1992 — 1993
Master of Business Administration (MBA)

Wabash College   1981 — 1985
BA, Economics, German

Stephanie McCraney Stephanie McCraney Des Moines, Iowa Area Details
Stephanie McCraney's Principal Financial Group Experience June 2004 - December 2008
Job Senior Credit Analyst at Mutual of Omaha Bank
Industry Real Estate
Experience
Mutual of Omaha Bank  October 2011 - Present
Wells Fargo Home Mortgage  August 2009 - September 2011
Principal Financial Group   June 2004 - December 2008

Skills
Underwriting, Asset Management, Investments, Financial Analysis, Portfolio Management

Education
University of Northern Iowa   2000 — 2004
Bachelor of Arts, Finance

Tyler Dingel, CCIM Tyler Dingel, CCIM Des Moines, Iowa Area Details
Tyler Dingel, CCIM's Principal Financial Group Experience June 2004 - December 2004
Job First Vice President at CBRE specializing in retail, office and commercial investment sales
Industry Commercial Real Estate
Experience
CBRE/Hubbell Commercial  January 2006 - Present
REAL ESTATE RESEARCH CORP   January 2005 - May 2005
Principal Financial Group   June 2004 - December 2004

Skills
Commercial Real Estate..., Retail Leasing, Single Tenant NNN..., Single Tenant, Property, Commercial Real Estate, Real Estate, Leasing, Investments, Real Estate Economics, Tenant Representation, Sales, Asset Management, Investment Properties, Real Estate Development, Finance, Valuation, Leases, Apartments, Corporate Real Estate, Real Estate Financing, Disposition, Commercial Leasing, Leadership, Portfolio Management, Property Management, Landlords, Tenant, Underwriting, Lease Administration, Retail, Facilities Management, Commercial Mortgages, Brokerage, Commercial Lending, Acquisitions, Real Estate Transactions, Appraisals, Investment Sales, Sellers, Lease Negotiations, REO, Due Diligence, Entitlements, Shopping Centers, Financial Structuring, Land Acquisition, Contract Negotiation

Education
University of Northern Iowa   2001 — 2005
Bachelor of Arts, Real Estate & Finance

Steve Bohn Steve Bohn Bakersfield, California Area Details
Steve Bohn's Principal Financial Group Experience March 2004 - Present
Job Financial Services Representative and Princor Registered Representative
Industry Insurance
Experience
Principal Financial Group   March 2004 - Present
ARCO AM/PM  1997 - 2001
Sizzler USA  1980 - 1996

Skills
Retirement, Retirement Planning, Health Insurance, 401k, Estate Planning, Insurance, Employee Benefits, Investments, Financial Planning, Annuities, Asset Allocation, Business Continuity..., Buy Sell Review, College Funding..., Non-Qualified Deferred..., Disability Insurance, Executive Benefit..., Financial Needs Analysis, Informal Business..., Key Person Insurance, Mutual Funds, Pension Plans, Tax Deferred Savings, Wealth Accumulation, Life Insurance

Education
University of Phoenix   1999 — 2001
BS Business Management

California State College Bakersfield   1975 — 1977

Mahkameh Ashrafzadeh Mahkameh Ashrafzadeh Greater San Diego Area Details
Mahkameh Ashrafzadeh's Principal Financial Group Experience 2007 - 2011
Job MBA
Industry Banking
Experience
Envoy Mortgage  April 2015 - Present
Bank of America  2012 - April 2015
City of San Diego  2011 - 2012
Principal Financial Group   2007 - 2011
Bank of America  2004 - 2007

Skills
CRM, Requirements Analysis, Loan Modifications, Data Analysis, Access, Project Management, Cloud Computing, Team Building, PowerPoint, Product Management, Social Media, Telecommunications, Outlook, Six Sigma, Process Improvement, Engineering, Product Development, Training, Spanish, Team Management, Operations Management, Entrepreneurship, Software Project..., Database Administration, Budgets, Analysis, Sales, Strategic Planning, Management, Leadership, Microsoft Office

Education
University of Phoenix   2005 — 2007
MBA, •Master of Business Administration

Azad University   1997 — 2002
BA, Electrical Engineering

Tina Stubbs, CPA, CMA, CGMA Tina Stubbs, CPA, CMA, CGMA Cedar Rapids, Iowa Details
Tina Stubbs, CPA, CMA, CGMA's Principal Financial Group Experience August 2001 - March 2004
Job Controller at Aegon USA Realty Advisors, LLC
Industry Insurance
Experience
Aegon USA Realty Advisors, LLC  Coordinator for St. Mark's Lutheran ChurchDave Ramsey's Financial Peace UniversityAugust 2009 - Present
Aegon USA Realty Advisors, LLC  March 2004 - Present
Principal Financial Group   August 2001 - March 2004
KPMG US  September 1996 - August 2001

Skills
Financial Analysis, Financial Reporting, Internal Controls, Sarbanes-Oxley Act, Accounting, GAAP, Financial Modeling, US GAAP

Education
University of Northern Iowa
B.A., Accounting

Shawn Chapler Shawn Chapler San Francisco Bay Area Details
Shawn Chapler's Principal Financial Group Experience 1995 - 1999
Job Manager, Data Administration and Integration at John Muir Health
Industry Information Technology and Services
Experience
John Muir Health  January 2014 - Present
Kaiser Permanente  April 2013 - December 2013
Alameda Alliance for Health  June 2012 - April 2013
OptumHealth Behavioral Solutions - a UnitedHealth Group Company   December 2009 - June 2012
Informed Decisions Corp dba CASHNet   2004 - 2006
Principal Financial Group   1995 - 1999

Skills
Data Warehousing, Business Intelligence, Quality Assurance, Business Analysis, Analysis, SQL, Strategic Planning, Team Leadership, Team Building, Coaching, Healthcare, Data Analysis, Software Documentation, Process Improvement, Program Management, Data Integration, Project Management, Visio, Analytics, Healthcare Information..., SDLC, Project Planning, Business Process..., Access, Cross-functional Team..., Vendor Management

Education
University of Northern Iowa

Trevor Gosselink Trevor Gosselink Des Moines, Iowa Area Details
Trevor Gosselink's Principal Financial Group Experience September 2010 - September 2011
Job Controller at Iowa Beverage Systems, Inc.
Industry Accounting
Experience
Iowa Beverage Systems, Inc.   October 2012 - Present
The Weitz Company  September 2011 - September 2012
Principal Financial Group   September 2010 - September 2011
McGladrey & Pullen  September 2006 - September 2010
Principal Global Investors  January 2005 - November 2005

Education
University of Northern Iowa   2001 — 2006
Bachelors, Accounting

Tony Halsted Tony Halsted Waterloo, Iowa Area Details
Tony Halsted's Principal Financial Group Experience January 1991 - May 2011
Job Hoovers Hatchery VP Director of Business Development
Industry Food Production
Experience
Hoovers Hatchery   May 2011 - Present
CENTURY 21®  January 2015 - Present
Hoover's Hatchery   March 2011 - January 2015
Principal Financial Group   January 1991 - May 2011

Skills
Mutual Funds, Coaching, Series 7, 401k, Asset Allocation, Financial Analysis, Insurance, Investments, Retirement, Retirement Planning, Series 63, Uniform Combined State..., Strategic Financial..., Entrepreneurship, Sales Operations, Leadership, Management, Marketing, Microsoft Excel, Microsoft Office, Public Speaking, Sales, Strategic Planning, Team Building

Education
University of Northern Iowa   1988 — 1990
Finance, Finance and Economics

Amanda Banks, PHR, SHRM-CP Amanda Banks, PHR, SHRM-CP Des Moines, Iowa Area Details
Amanda Banks, PHR, SHRM-CP's Principal Financial Group Experience 1999 - 2009
Job HR Business Partner
Industry Hospital & Health Care
Experience
UnityPoint Health  June 2013 - Present
UnityPoint Health  December 2009 - Present
Principal Financial group   1999 - 2009

Skills
Employee Relations, Workforce Planning, Performance Management, Diversity & Inclusion, Culture Change, Talent Management, Talent Acquisition, Organizational..., Leadership Development, Human Resources, Succession Planning, Onboarding, Employee Engagement, Recruiting, Benefits Administration

Education
University of Phoenix   2005 — 2007
Business Management, Business Administration and Management

DMACC

Dawn Swanson Dawn Swanson Spokane, Washington Area Details
Dawn Swanson's Principal Financial Group Experience April 2005 - December 2008
Job Professional Relations Supervisor at United Concordia
Industry Insurance
Experience
United Concordia  March 2010 - Present
University of Phoenix  December 2009 - March 2011
First Index  March 2009 - December 2009
Principal Financial Group   April 2005 - December 2008
Guardian Life Insurance  December 1990 - April 2005

Skills
Recruiting, Budgets, Management, Customer Service, Public Speaking, Sales Process, Health Insurance, Insurance, Medicare, Employee Benefits, Networking, HIPAA, Healthcare, Claim, Managed Care, Process Improvement, Sourcing, Strategic Planning, Data Analysis, Negotiation, Outlook, Training, Leadership, Team Building

Education
University of Phoenix   2006 — 2009
Bachelor, Business Management

Alice Lloyd, PMP Alice Lloyd, PMP Des Moines, Iowa Area Details
Alice Lloyd, PMP's Principal Financial Group Experience 2007 - 2009
Job IT Project Manager/SAP Security Lead at John Deere Financial
Industry Financial Services
Experience
John Deere Financial  2012 - Present
Farmers Mutual Hail Insurance  2010 - 2012
Principal Financial Group   2007 - 2009
Principal Financial Group   2003 - 2009
Principal Financial Group   2004 - 2006
Pioneer Hi-Bred International Inc.  1992 - 2003

Skills
Project Portfolio..., Program Management, Change Management, MS Project, SDLC, Project Management, PMO, Leadership, Management, Training, Software Development, Resource Management, Security, Networking, Visio, Vendor Management, Business Requirements, SharePoint, Microsoft Project

Education
University of Phoenix   1999 — 2002
Bachelors of Science - Information Technology, Web Management

Guthrie Center High School

Matthew Cowles Matthew Cowles Farmington, Connecticut Details
Matthew Cowles's Principal Financial Group Experience January 2000 - May 2008
Job Investment Adviser Representative at Schuster Driscoll LLC
Industry Financial Services
Experience
Schuster Driscoll LLC  May 2012 - Present
Smith Brothers Financial   May 2008 - May 2012
Principal Financial Group   January 2000 - May 2008

Skills
FINRA, Retirement, Series 6, Securities, 401k, Series 7, Series 63, Retirement Planning, Investment Advisory..., Finance, Investments, Pensions, Retirement Plan..., Fixed Annuities, Defined Benefit, 403 b, 401k Rollovers

Education
University of Oregon - Charles H. Lundquist College of Business   1994 — 1996
Bachelor of Science, Finance and Economics

Villanova University   1992 — 1994

Guilford High School   1989 — 1992

Tony Hays Tony Hays Washington D.C. Metro Area Details
Tony Hays's Principal Financial Group Experience January 1987 - July 1996
Job IT Architect at IBM
Industry Information Technology and Services
Experience
IBM  July 1996 - Present
Principal Financial Group   January 1987 - July 1996

Skills
SOA, WebSphere Message Broker, Solution Architecture, EAI, Enterprise Architecture, DB2, Integration, REXX, WebSphere MQ, COBOL, Telecommunications, Websphere, Web Services, CICS, Enterprise Software, Program Management, Software Development, WebSphere Application..., Middleware, Architecture, Application Architecture, ESB, Agile Methodologies, WebSphere, Architectures

Education
University of Northern Iowa   1983 — 1987
BA, Computer Science

Jimmy Votaw Jimmy Votaw Tulsa, Oklahoma Area Details
Jimmy Votaw's Principal Financial Group Experience 2005 - 2006
Job Sales Executive at HireRight
Industry Consumer Services
Experience
HireRight  RecruiterAlpha Specialized Resources2007 - 2008
Principal Financial Group   2005 - 2006

Education
University of Phoenix   2008 — 2009
Associate's in Healthcare Administration, Healthcare

Thomas L. Banse (CBCP) Thomas L. Banse (CBCP) Des Moines, Iowa Area Details
Thomas L. Banse (CBCP)'s Principal Financial Group Experience January 2004 - June 2009
Job BCP Consultant
Industry Financial Services
Experience
Principal Financial Group   January 2004 - June 2009
Principal Financial Group   January 2000 - January 2004
Principal Financial Group   January 1997 - January 2000
Principal Financial Group   January 1995 - January 1997
Principal Financial Group   January 1992 - January 1995
Principal Financial Group   January 1991 - January 1992
Principal Financial Group   January 1988 - January 1991
Principal Financial Group   January 1985 - January 1988
IMT Insurance  January 1982 - January 1985
US Army  September 1970 - October 1972

Skills
Disaster Recovery, Business Continuity, Risk Assessment, Business Continuity..., Incident Management, Vendor Management, Security, SharePoint, Information Security..., Emergency Management, Vulnerability Assessment, Software Documentation, Training, Leadership, Physical Security, SDLC, Business Analysis, Management, Risk Management, Process Improvement, Visio, Quality Assurance, Team Building, Team Leadership

Education
Iowa State University   1972 — 1973
Elementary Education

University of Northern Iowa   1966 — 1970
BA, Teaching - History

Scott R Smith Scott R Smith Des Moines, Iowa Area Details
Scott R Smith's Principal Financial Group Experience 1983 - Present
Job Portfolio Manager at Principal Real Estate Investors
Industry Real Estate
Experience
Principal Real Estate Investors  November 2008 - Present
Principal Real Estate Investors  January 1983 - Present
Principal Financial Group   1983 - Present
Principal Global Investors  1983 - 2010

Skills
Portfolio Management, Management, Asset Management, Investments, Valuation, Real Estate Economics, Commercial Mortgages, Due Diligence, Financial Analysis, Underwriting, Loans, Commercial Lending

Education
University of Northern Iowa   1978 — 1982
BA, Business Management (Finance emphasis)

Gemma Bevilacqua, CGEIT,PMP,PMI-ACP,CSM,CSP Gemma Bevilacqua, CGEIT,PMP,PMI-ACP,CSM,CSP Des Moines, Iowa Area Details
Gemma Bevilacqua, CGEIT,PMP,PMI-ACP,CSM,CSP's Principal Financial Group Experience September 1994 - March 2010
Job Program Manager, Infrastructure Operations Manager at DuPont Pioneer
Industry Biotechnology
Experience
DuPont Pioneer  March 2010 - Present
Principal Financial Group   September 1994 - March 2010

Skills
PMP, Program Management, PMO, Project Management, Process Improvement, MS Project, Resource Management, SDLC, Requirements Analysis, SharePoint, Vendor Management, Business Analysis, Outsourcing, Project Portfolio..., Governance, Leadership, Enterprise Software, Quality Assurance, Business Process..., Cross-functional Team..., Microsoft Project, Business Strategy, IT Strategy, Software Development, Scrum, Business Process, Agile Methodologies, Visio, Change Management, Management, ITIL, Business Intelligence, Project Delivery, Consulting, Integration, Enterprise Architecture, Solution Architecture, ACP, CGEIT, Certified Scrum Master..., Agile Project Management, Resource Allocation, IT Governance, Portfolio Management, EPM, IT Management, Strategic Planning, Risk Management

Education
University of Notre Dame - Mendoza College of Business
Executive Certificate in Leadership and Management, Organizational Leadership

University of Notre Dame - Mendoza College of Business
Advanced Intercultural Management, Organizational Leadership

Upper Iowa University
BS, Accounting

Ryan Beck Ryan Beck Des Moines, Iowa Area Details
Ryan Beck's Principal Financial Group Experience February 2001 - December 2006
Job System Specialist at Berkley Technology Services
Industry Information Technology and Services
Experience
Berkley Technology Services  December 2006 - Present
Principal Financial Group   February 2001 - December 2006

Skills
Microsoft SQL Server, Debate, SDLC, Data Modeling, XML, ETL, Databases, T-SQL, Integration, DB2, SQL, Data Warehousing, Visio, SOA, Datastage, Performance Tuning

Education
University of Northern Iowa   1996 — 2000
Bachelor's degree, Management Information Systems, General

Todd Stumberg Todd Stumberg Des Moines, Iowa Area Details
Todd Stumberg's Principal Financial Group Experience May 1996 - April 1999
Job Sales Consultant, Respiratory Patient Care at CareFusion
Industry Medical Devices
Experience
CareFusion  February 2013 - Present
Welch Allyn  February 2007 - December 2012
Alliance Imaging  August 2005 - August 2006
Hill-Rom  February 2002 - July 2005
NCR Corporation  May 1999 - January 2002
Principal Financial Group   May 1996 - April 1999
Brenton Banks, Inc.   November 1992 - April 1996
Office of the Comptroller of the Currency  October 1984 - October 1992

Skills
Capital Equipment, Medical Devices, Account Management, Sales Operations, Market Development, Capital Equipment Sales, Selling, Strategic Planning, Marketing, Cold Calling, Cardiology, Healthcare, Management, Negotiation, Operating Room, Product Launch, Sales, Sales Process

Education
University of Northern Iowa   1980 — 1984
Bachelor's degree, Business Administration and Management, General

Aaron M. Ellyson Aaron M. Ellyson Tucson, Arizona Area Details
Aaron M. Ellyson's Principal Financial Group Experience March 2012 - February 2013
Job Financial Services Professional Planning for the Expected, Preparing for the Unexpected, New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company  March 2013 - Present
NYLIFE Securities LLC  March 2013 - Present
Tucson Young Professionals   April 2013 - Present
BNI  August 2014 - Present
BNI  November 2013 - July 2014
Principal Financial Group   March 2012 - February 2013
Leslie's Poolmart, Inc.   2005 - 2012
Dun & Bradstreet  January 2001 - January 2003

Skills
Sales, Term Life Insurance, Retirement Planning, Estate Planning, 401k Rollovers, Personal Finance, Permanent Life Insurance, Annuity Sales, Business Networking, Buy-sell Agreements, Financial Services, IRA Rollovers, Life Insurance..., Supplements to Employee..., Small Business, Key Person Insurance, Gifting Strategies, Risk Management, Wealth Preservation..., Life Insurance, IRAs, Finance, Insurance, Leadership, Marketing Strategy, Public Speaking, Social Networking, Strategic Planning, Team Building

Education
University of Phoenix   2014 — 2016
Master's Degree, Finance and Financial Management Services

University of Phoenix   2010 — 2013
Bachelor of Science (B.S.), Business Administration, Management and Operations

Tony Graff Tony Graff Waterloo, Iowa Area Details
Tony Graff's Principal Financial Group Experience June 2014 - Present
Job Payroll Solutions at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group   June 2014 - Present
Principal Financial Group   January 2012 - June 2014
Principal Financial Group   November 2010 - December 2011
Principal Financial Group   August 2008 - February 2011
CUNA Mutual Group  January 2007 - August 2008

Skills
401k, Customer Service, Outlook, Microsoft Excel, Strategic Financial..., Banking, Retirement, Financial Services

Education
University of Northern Iowa   1991 — 2005
Bachelor's degree, Finance, General

Iowa Central Community College   1989 — 1991
AA, General

Teresa Niner Teresa Niner Des Moines, Iowa Area Details
Teresa Niner's Principal Financial Group Experience December 2009 - July 2012
Job SR Manager, Benefits at ACT
Industry Financial Services
Experience
ACT  January 2015 - Present
Athene USA  July 2013 - Present
Athene USA  February 2014 - January 2015
Contractor for Aviva   October 2012 - June 2013
Seeking Opportunities  May 2012 - October 2012
Principal Financial Group   December 2009 - July 2012
Principal Financial Group   February 2007 - December 2009
Principal Financial Group   November 2005 - February 2007
Principal Financial Group   December 2004 - November 2005
Principal Financial Group   November 2003 - December 2004

Skills
Defined Benefit, Compliance, Analysis, Employee Benefits, Retirement, Benefits, 401k, Pensions, Benefits Administration, HIPAA, ERISA, Problem Solving, Outlook, Excel, Word, Microsoft Office, PowerPoint, FMLA, Insurance, 409A, Leadership, Management, Deferred Compensation, Human Resources, Vendor Management, Life Insurance

Education
University of Northern Iowa   1989 — 1993
BA, Business Management - HR Emphasis

Ryan Wies Ryan Wies Des Moines, Iowa Area Details
Ryan Wies's Principal Financial Group Experience May 2009 - Present
Job Quality Assurance Lead at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group   May 2009 - Present

Education
University of Northern Iowa   2004 — 2009
Bachelor's degree, Management Information Systems, General

University of Northern Iowa   2004 — 2009
Bachelor's Degree, Accounting

Tarrell Keuning Tarrell Keuning Des Moines, Iowa Area Details
Tarrell Keuning's Principal Financial Group Experience November 2001 - June 2013
Job Vice President, Information Technology at Accountable Health Solutions
Industry Health, Wellness and Fitness
Experience
Accountable Health Solutions  July 2013 - Present
Principal Financial Group   November 2001 - June 2013

Skills
SDLC, Business Analysis, SharePoint, Insurance, Vendor Management, Process Improvement, Business Requirements, Requirements Analysis, Risk Management, Requirements Gathering, Budget Setting, Team Leadership, Strategic Planning, System Architecture, Microsoft Excel

Education
University of Northern Iowa   1997 — 2001

Linda Pedigo, CEBS Linda Pedigo, CEBS Dallas/Fort Worth Area Details
Linda Pedigo, CEBS's Principal Financial Group Experience June 2008 - July 2011
Job National Senior Account Manager BCBSTX
Industry Insurance
Experience
Blue Cross Blue Shield of Texas  July 2011 - Present
Principal Financial Group   June 2008 - July 2011
The Insurance Exchange  2007 - 2008
Foster Benefit Resources   2000 - 2007
UnitedHealth Group  April 1999 - September 2000

Skills
Health Insurance, Brokers, Account Management, Employee Benefits, Health Care Reform, Sales Marketing, ASO Self Funded, Stop Loss, Health Savings Accounts, Health Reimbursement..., Dental Insurance, Life Insurance, Disability Insurance, Insurance, COBRA, Managed Care, Long-term Care, Medicare, Group Insurance, 401k, Sales, Claim, Marketing

Education
Wharton School, University of Pennsylvania   2011 — 2015
Certified Employee Benefit Specialist (CEBS) - May 2015

Emlen Miles-Mattingly Emlen Miles-Mattingly Madera, California Details
Emlen Miles-Mattingly's Principal Financial Group Experience January 2013 - Present
Job Financial Advisor at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group   January 2013 - Present
Edward Jones  July 2012 - December 2012
Citibank, N.A.   October 2007 - November 2012
Citibank, N.A.   August 2005 - September 2007
Bank of America  October 2001 - June 2005

Skills
401 (k), 403 (b), SEP & Simple IRAs, Disability Income..., Salary Continuation, Annuities (Variable &..., Asset Allocation, Business Continuation..., Business Overhead..., Buy-Sell Agreements, Buy-Sell Review, Charitable Giving, College Funding..., Deferred Compensation..., Dental Insurance, Estate Planning, Executive Benefits..., Financial Needs Analysis, Informal Business..., IRAs (Traditional &..., Key Person Insurance, Long-Term Care Insurance, Mutual Funds, Pension Plans, Split Dollar Plans, Series 6,7,26,63,66..., Supplemental Retirement..., Survivor Income, Tax-Deferred Savings, Term Life Insurance, Universal Life Insurance, Wellness Programs, Wealth Accumulation, Whole Life Insurance, Leadership, Financial Services, Investments, Management, Public Speaking, Retirement, Securities, Financial Advisory, Team Building, Finance

Education
University of Phoenix   2009 — 2011
Bachelor of Business Administration (B.B.A.), Accounting

Matt Huston Matt Huston Eugene, Oregon Area Details
Matt Huston's Principal Financial Group Experience December 2011 - Present
Job Sales Rep at Principal Financial Group
Industry Insurance
Experience
Principal Financial Group   December 2011 - Present
Wilson-Heirgood Associates   October 2010 - December 2011
Live Solutions Inc.   March 2008 - April 2010

Skills
Sales, Employee Benefits, Disability Insurance, Insurance, Life Insurance, Account Management, Sales Management, Customer Retention, Health Insurance, Fixed Annuities, Management, Marketing, Team Building

Education
University of Oregon
Business/Corporate Communications

University of Portland
Communication, General

Robert Scott Jacobs Robert Scott Jacobs Waterloo, Iowa Area Details
Robert Scott Jacobs's Principal Financial Group Experience 2001 - 2002
Job Territory Representative at Woodharbor Doors & Cabinetry
Industry Building Materials
Experience
Woodharbor Doors & Cabinetry   February 2004 - July 2011
Woodharbor Doors and Cabinetry   October 2002 - February 2004
Principal Financial Group   2001 - 2002
Standard Insurance Company  1999 - 2001
Principal Financial Group   1994 - 1999

Skills
New Business Development, Sales, Account Management, Management, Building Materials, 401k, Outside Sales, Sales Management, Cabinetry, Contract Negotiation, Negotiation

Education
University of Northern Iowa   1991 — 1993
BA, Finance

Sharon Drake Sharon Drake Charlotte, North Carolina Area Details
Sharon Drake's Principal Financial Group Experience June 2012 - Present
Job Financial Representative at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group   June 2012 - Present
LPL Financial Services  February 2007 - August 2010
TIAA-CREF  June 2005 - February 2007
Vanguard  April 2000 - September 2004
Vanguard  November 1998 - April 2000
United States Army Reserves  December 1984 - December 1991

Skills
Pensions, Defined Benefit, Retirement Planning, Financial Planning, Retirement, Insurance Planning, Alternative Investments, Asset Management, Market Analysis, Strategic Planning, Customer Relations, Compliance, Client Acquisition, 401k, Wealth Management, Investments, Asset Allocation, Strategic Financial..., Mutual Funds, Fixed Annuities

Education
University of Phoenix   2008 — 2010
MBA, Business Adminstration

Johnson C. Smith University   1983 — 1987
Bachelors of Science, Business Administration

Vickie A. Tyler Vickie A. Tyler San Francisco Bay Area Details
Vickie A. Tyler's Principal Financial Group Experience July 2012 - Present
Job Sr. Account Coordinator at Principal Financial Group
Industry Insurance
Experience
Principal Financial Group   July 2012 - Present
HM Insurance Group  August 2001 - September 2011
Fortis Benefits  1986 - 2001
Drummer Personnel   1984 - 1986

Skills
Life & AD&D, Long-Term Disability, Short-Term Disability, Dental, Stop Loss, Word, Excel, PowerPoint, Salesforce.com

Education
University of Phoenix   2009 — 2013
Bachelor’s Degree, Finance

William Pothoff William Pothoff Austin, Texas Area Details
William Pothoff's Principal Financial Group Experience 1991 - 2001
Job Development lead DB2 Backup and Recovery at BMC Software
Industry Computer Software
Experience
BMC Software  2014 - Present
BMC Software  2001 - 2014
Principal Financial Group   1991 - 2001
Center for Social and Behavioral Research, University of Northern Iowa   June 1989 - May 1991

Skills
DB2, SQL, Database Administration, Performance Analysis, DB2 Backup and Recovery, DB2 data migration, DB2 Subsystem..., BMC Utilities for DB2, clist, REXX, ISPF, C, IBM Assembler, COBOL, SMP/E, BMC Product Install, IPCS, Dump analysis, z/OS Internals, DB2 Internals, z/OS, Benchmarking, DFSMS, CA Top Secret, DB2 Database Security, ISMF, DFDSS, DB2 Accounting and..., Software Installation, Performance Tuning, Data Migration, IBM Mainframe, MVS, JCL, Mainframe, Storage Management, Systems Programming, TSO, OS/390

Education
University of Northern Iowa   1987 — 1991
BA, Computer Science

University of Northern Iowa   1987 — 1991
BA, Mathematics for Modelling

Michael Lovan Michael Lovan Des Moines, Iowa Area Details
Michael Lovan's Principal Financial Group Experience April 2007 - April 2008
Job Commercial Line Processor at Nationwide Insurance Company
Industry Insurance
Experience
Nationwide Insurance  January 2014 - Present
Nationwide Insurance Company  June 2008 - Present
Principal Financial Group   April 2007 - April 2008
Acme Tool Crib   August 2004 - April 2007

Skills
Customer Service, Microsoft Office, Access, Microsoft Word, PowerPoint, Training, Adobe Acrobat, Teamwork, Visio, Office Management, Data Analysis, Risk Management, Telephone Skills, Lotus Notes, Outlook, Data Entry, Image Processing, Digital Imaging, Strategic Planning

Education
University of Phoenix   2012 — 2014
Bachelor's degree, Marketing, B

University of Phoenix   2008 — 2012
Associate's degree, Marketing and Communication

Shawn Limback Shawn Limback Des Moines, Iowa Area Details
Shawn Limback's Principal Financial Group Experience August 2007 - Present
Job Investment Accountant III at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group   August 2007 - Present

Education
University of Northern Iowa   1994 — 1999
Bachelor of Science (B.S.), Accounting

Steve Loewen Steve Loewen Johnston, Iowa Details
Steve Loewen's Principal Financial Group Experience April 2006 - December 2010
Job IT Business Analyst at John Deere Financial
Industry Information Technology and Services
Experience
John Deere Financial  February 2012 - Present
BCSSI  December 2010 - February 2012
Principal Financial Group   April 2006 - December 2010
Principal Financial Group   December 2003 - April 2006
Principal Financial Group   December 2002 - December 2003

Education
University of Northern Iowa   1997 — 2002
BS, Finance

University of Northern Iowa   1997 — 2002
BS, Finance

Yat Ming Ho Yat Ming Ho Greater Philadelphia Area Details
Yat Ming Ho's Principal Financial Group Experience May 2011 - August 2011
Job Student at University of Pennsylvania
Industry Computer Software
Experience
Principal Financial Group   May 2011 - August 2011
University of Pennsylvania  September 2010 - May 2011

Skills
XML, SQL, Java, Python, JavaScript

Education
University of Pennsylvania   2009 — 2012

Chris Anthony Chris Anthony Dallas/Fort Worth Area Details
Chris Anthony's Principal Financial Group Experience 1983 - 1994
Job President at Fort Worth Investment Firm
Industry Investment Management
Experience
Anthony Investments   1994 - Present
Principal Financial Group   1983 - 1994
Deloitte Haskins & Sells  1982 - 1983

Education
University of Notre Dame   1979 — 1982
Bachelor of Business Administration (BBA), Accounting

Tina Holzworth Tina Holzworth Des Moines, Iowa Details
Tina Holzworth's Principal Financial Group Experience October 1993 - Present
Job Benefit Plan Admin at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group   October 1993 - Present
Principal Financial Group   August 1991 - October 1993
Principal Financial Group   August 1987 - September 1990

Skills
Insurance, Investments, Employee Benefits, Mutual Funds, Retirement Planning, Customer Service, Microsoft Excel, Retirement, Outlook, Series 7, Financial Analysis, Microsoft Office

Education
DMACC   1982 — 1983
Medical/Clinical Assistant

University of Northern Iowa   1981 — 1982
General Studies, Freshman

Rodney Jordan, PMP Rodney Jordan, PMP Des Moines, Iowa Area Details
Rodney Jordan, PMP's Principal Financial Group Experience October 2007 - May 2008
Job Project Manager at Office of the CIO, State of Iowa
Industry Information Technology and Services
Experience
Office of the CIO, State of Iowa   March 2015 - Present
QCI  April 2012 - February 2015
Office of the CIO, State of Iowa   April 2012 - February 2015
Computer Sciences Corporation  April 2010 - April 2012
Applied Art & Technology  May 2008 - April 2010
Principal Financial Group   October 2007 - May 2008
Universal Systems & Technology (UNITECH)   December 1998 - October 2007
CDS Global  May 1997 - December 1998

Skills
Agile Methodologies, jQuery, SDLC, Project Management, Project Planning, MS Project, Requirements Analysis, Visio, Software Project..., Requirements Gathering, SharePoint, Business Requirements, Project Portfolio..., Software Development, Scrum, Business Analysis

Education
University of Northern Iowa   1993 — 1997
Bachelor of Arts (B.A.), Computer Science

Tracey Bennett Tracey Bennett Des Moines, Iowa Area Details
Tracey Bennett's Principal Financial Group Experience December 1999 - May 2002
Job Paralegal at Mercer
Industry Financial Services
Experience
Mercer  May 2004 - Present
Principal Financial Group   December 1999 - May 2002

Education
University of Northern Iowa   1994 — 1998
Biotechnology

Deborah Martens Deborah Martens Winterset, Iowa Details
Deborah Martens's Principal Financial Group Experience June 1999 - September 2004
Job Senior Staff Accountant at Marsh & McLennan Companies, Inc.
Industry Financial Services
Experience
Marsh & McLennan Companies, Inc.   October 2004 - Present
Principal Financial Group   June 1999 - September 2004

Education
University of Phoenix   2007 — 2009
Accounting

Irene Kimama Irene Kimama Urbandale, Iowa Details
Irene Kimama's Principal Financial Group Experience June 2014 - August 2014
Job Tax Intern at EY
Industry Accounting
Experience
EY  June 2015 - Present
Principal Financial Group   June 2014 - August 2014
Bankers Trust  June 2013 - August 2013

Education
University of Notre Dame   2015 — 2016
Master’s Degree, Accounting

University of Pittsburgh - Joseph M. Katz Graduate School of Business   2011 — 2015
Bachelor’s Degree, Accounting

Karen Stainbrook Karen Stainbrook Wichita Falls, Texas Details
Karen Stainbrook's Principal Financial Group Experience June 2000 - September 2003
Job Human Resources Generalist
Industry Human Resources
Experience
Ms. Darla Wattier   August 2013 - June 2015
Justin Case Catering   August 2013 - June 2015
ADP  May 2011 - August 2013
West Corporation  July 2008 - March 2011
Walmart  February 2004 - November 2004
Principal Financial Group   June 2000 - September 2003

Skills
Employee Relations, Employee Benefits, Human Resources, HRIS, FMLA, Budgets, Customer Service, Workers Compensation, Employee Training, Leadership, Performance Appraisal, Management, Business Partner..., EEO Investigations, OSHA, Unemployment Claims, ADA compliance, Employee Handbooks, Employee Management, Employee Recognition, Staff Retention, ERISA, Interviews, Hiring, Screening, Administration, Recruiting, Problem Solving, Onboarding, Performance Management, Employee Wellness, Training & Development, Staff Training, Staff Management, Staff Supervision

Education
University of Phoenix   2001 — 2003
Master's degree, Organizational Management/Human Resources, 3.7

University of Phoenix   1998 — 2001
Bachelor's degree, Business, Management, Marketing, and Related Support Services, 3.8

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