Principal Financial Group
Industry: Financial investment management company
DescriptionThe Principal Financial Group is a global financial investment management and insurance company headquartered in Des Moines, Iowa. Headquarters: Des Moines, Iowa, United States CEO: Daniel Joseph Houston (18 Aug 2015–) Assets under management: 692.4 billion USD (2017) Subsidiaries: Principal Securities, Inc.,
Principal Financial Group List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Principal Financial Group. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Principal Financial Group Salaries. You can even request information on how much does Principal Financial Group pay if you want to. Learn about salaries, pros and cons of working for Principal Financial Group directly from the past employees.
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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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Principal Financial Group November 2011 - Present
Bolton Partners, Inc April 2011 - October 2011
Aon Hewitt 2007 - 2011
Education
University of Pennsylvania - The Wharton School
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
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
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
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
Mercer Health & Benefits May 2004 - Present
Principal Financial Group 1999 - 2002
Education
University of Northern Iowa 1994 — 1998
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
HireRight RecruiterAlpha Specialized Resources2007 - 2008
Principal Financial Group 2005 - 2006
Education
University of Phoenix 2008 — 2009
Associate's in Healthcare Administration, Healthcare
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
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)
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Principal Financial Group August 2007 - Present
Education
University of Northern Iowa 1994 — 1999
Bachelor of Science (B.S.), Accounting
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
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
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
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
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
Mercer May 2004 - Present
Principal Financial Group December 1999 - May 2002
Education
University of Northern Iowa 1994 — 1998
Biotechnology
Marsh & McLennan Companies, Inc. October 2004 - Present
Principal Financial Group June 1999 - September 2004
Education
University of Phoenix 2007 — 2009
Accounting
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
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