Principal Financial Group
Industry: Financial investment management company
DescriptionThe Principal Financial Group is a global financial investment management and insurance company headquartered in Des Moines, Iowa. Headquarters: Des Moines, Iowa, United States CEO: Daniel Joseph Houston (18 Aug 2015–) Assets under management: 692.4 billion USD (2017) Subsidiaries: Principal Securities, Inc.,
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Principal Financial Group Employees
Employee
Years
Job
Industry
Cameron Roach Cameron Roach's Principal Financial Group Experience November 2013 - June 2014
Job Business Analyst
Industry Financial Services
Experience
Principal Financial Group November 2013 - June 2014
John J Jerue Companies August 2011 - January 2012
The Cliffs Communities 2008 - 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Public Speaking, Management, Marketing, Financial Services
Education
University of South Florida 2012 — 2015
Bachelor of Applied Science (BASc), Finance, General
Principal Financial Group November 2013 - June 2014
John J Jerue Companies August 2011 - January 2012
The Cliffs Communities 2008 - 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Public Speaking, Management, Marketing, Financial Services
Education
University of South Florida 2012 — 2015
Bachelor of Applied Science (BASc), Finance, General
Roz Nero Roz Nero's Principal Financial Group Experience August 2002 - January 2005
Job Director Office Operations
Industry Information Technology and Services
Experience
BECA The IT Brain Power Company June 2014 - October 2014
Alliant Insurance Services October 2007 - February 2014
Clarity Benefit Consulting LLC February 2006 - October 2007
MassMutual Financial Group January 2005 - February 2006
Principal Financial Group August 2002 - January 2005
Skills
RFP Generation, Project Management, Strategic Planning, Vendor Management, Software Documentation, Management, Operations Management, Proposal Writing, Process Improvement, CRM, Ariba, Notary Public, SharePoint, Leadership, Consulting, Office Management, Executive Support, Comparative Analysis, Project Status Reporting, Collaborative Problem..., Custom Templates, Resource Management, MS Project, Executive Reporting, Database Administration, Employee Benefits, MSA, SOW, SLA Management, Client Liaison, Microsoft Project, Stakeholder Engagement, Operational Efficiency, Software Implementation, Project Initiation, eSourcing, WebEx, GoToMeeting, Strategy, Summary Reports, Software Integrations, TeamworkPM, Propsal Tech, Licensing & Commissions, Health Insurance, Insurance
Education
University of Phoenix 2006 — 2006
Project Management
West Suffolk College 1996 — 1998
City & Guild Endorsement for Further & Adult Education Teaching - Software Training
National Education Center 1986 — 1988
Business Administration, Management & Operations and Computer Science
West Los Angeles College 1984 — 1986
Business Administration, Management and Operations
BECA The IT Brain Power Company June 2014 - October 2014
Alliant Insurance Services October 2007 - February 2014
Clarity Benefit Consulting LLC February 2006 - October 2007
MassMutual Financial Group January 2005 - February 2006
Principal Financial Group August 2002 - January 2005
Skills
RFP Generation, Project Management, Strategic Planning, Vendor Management, Software Documentation, Management, Operations Management, Proposal Writing, Process Improvement, CRM, Ariba, Notary Public, SharePoint, Leadership, Consulting, Office Management, Executive Support, Comparative Analysis, Project Status Reporting, Collaborative Problem..., Custom Templates, Resource Management, MS Project, Executive Reporting, Database Administration, Employee Benefits, MSA, SOW, SLA Management, Client Liaison, Microsoft Project, Stakeholder Engagement, Operational Efficiency, Software Implementation, Project Initiation, eSourcing, WebEx, GoToMeeting, Strategy, Summary Reports, Software Integrations, TeamworkPM, Propsal Tech, Licensing & Commissions, Health Insurance, Insurance
Education
University of Phoenix 2006 — 2006
Project Management
West Suffolk College 1996 — 1998
City & Guild Endorsement for Further & Adult Education Teaching - Software Training
National Education Center 1986 — 1988
Business Administration, Management & Operations and Computer Science
West Los Angeles College 1984 — 1986
Business Administration, Management and Operations
Thomas Nee, Jr., CFP®, CFS Thomas Nee, Jr., CFP®, CFS's Principal Financial Group Experience July 2002 - January 2007
Job CERTIFIED FINANCIAL PLANNER™ certificant at V&T Wealth Advisors (an affliate of Cottrill Arbutina Wealth Mgmt Group)
Industry Financial Services
Experience
V&T Wealth Advisors (an affliate of Cottrill Arbutina Wealth Mgmt Group) December 2013 - Present
V & T Wealth Advisors (an office of MetLife) December 2008 - December 2013
MetLife February 2007 - November 2008
Principal Financial Group July 2002 - January 2007
The MONY Group August 1999 - June 2002
Education
University of Pittsburgh 1993 — 1998
Economics
V&T Wealth Advisors (an affliate of Cottrill Arbutina Wealth Mgmt Group) December 2013 - Present
V & T Wealth Advisors (an office of MetLife) December 2008 - December 2013
MetLife February 2007 - November 2008
Principal Financial Group July 2002 - January 2007
The MONY Group August 1999 - June 2002
Education
University of Pittsburgh 1993 — 1998
Economics
Veronica Woods, CMFC Veronica Woods, CMFC's Principal Financial Group Experience 2006 - 2007
Job Sr. Development Consultant II at MetLife Premier Client Group (MPCG)
Industry Financial Services
Experience
MetLife, Premier Client Group March 2014 - Present
MetLife July 2013 - February 2014
Wells Fargo Advisors May 2010 - June 2013
Wells Fargo Advisors 2009 - 2010
Principal Financial Group 2006 - 2007
Wachovia, A Wells Fargo Company 2003 - 2006
TIAA-CREF 2000 - 2003
Skills
Series 7, Mutual Funds, Investments, Risk Management, Fixed Annuities, Retirement, Insurance, Public Speaking, Training, Employee Benefits, Relationship Management, Management, 401k, Life Insurance, Financial Advisory, New Business Development, Project Management
Education
University of South Carolina-Columbia 1995 — 2000
Bachelor of Science, Psychology & Business Administration
Camden High School 1991 — 1995
MetLife, Premier Client Group March 2014 - Present
MetLife July 2013 - February 2014
Wells Fargo Advisors May 2010 - June 2013
Wells Fargo Advisors 2009 - 2010
Principal Financial Group 2006 - 2007
Wachovia, A Wells Fargo Company 2003 - 2006
TIAA-CREF 2000 - 2003
Skills
Series 7, Mutual Funds, Investments, Risk Management, Fixed Annuities, Retirement, Insurance, Public Speaking, Training, Employee Benefits, Relationship Management, Management, 401k, Life Insurance, Financial Advisory, New Business Development, Project Management
Education
University of South Carolina-Columbia 1995 — 2000
Bachelor of Science, Psychology & Business Administration
Camden High School 1991 — 1995
Michael A. Kelly II Michael A. Kelly II's Principal Financial Group Experience June 2014 - October 2014
Job Junior Associate at Kelly Benefits, Financial Advisors, and Risk Management
Industry Investment Management
Experience
Kelly Financial Advisors, LLC May 2015 - Present
Kelly Benefits, Inc. May 2015 - Present
Transamerica Financial Advisors, Inc. January 2015 - April 2015
Principal Financial Group June 2014 - October 2014
Gamma Iota Sigma October 2013 - October 2014
Gamma Iota Sigma, Lambda Chapter April 2012 - April 2014
Kelly Benefits and Financial Advisors December 2011 - August 2013
Jimmy Cantler's Riverside Inn May 2008 - August 2013
Skills
Insurance, Management, Customer Service, Leadership, Time Management, Sales, Finance, Public Speaking, Customer Satisfaction, Investments, Accounting, Risk Management, Employee Benefits
Education
University of South Carolina - Darla Moore School of Business 2010 — 2014
Bachelor of Science (BS), Finance (Investments), Risk Management and Insurance, Senior
Archbishop Spalding High School 2006 — 2010
General High School Degree, Business, 3.5 GPA
Kelly Financial Advisors, LLC May 2015 - Present
Kelly Benefits, Inc. May 2015 - Present
Transamerica Financial Advisors, Inc. January 2015 - April 2015
Principal Financial Group June 2014 - October 2014
Gamma Iota Sigma October 2013 - October 2014
Gamma Iota Sigma, Lambda Chapter April 2012 - April 2014
Kelly Benefits and Financial Advisors December 2011 - August 2013
Jimmy Cantler's Riverside Inn May 2008 - August 2013
Skills
Insurance, Management, Customer Service, Leadership, Time Management, Sales, Finance, Public Speaking, Customer Satisfaction, Investments, Accounting, Risk Management, Employee Benefits
Education
University of South Carolina - Darla Moore School of Business 2010 — 2014
Bachelor of Science (BS), Finance (Investments), Risk Management and Insurance, Senior
Archbishop Spalding High School 2006 — 2010
General High School Degree, Business, 3.5 GPA
Veronica Green Veronica Green's Principal Financial Group Experience March 2012 - Present
Job Sr.Marketing Coordinator at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group March 2012 - Present
Principal Financial Group March 2011 - March 2012
Commercial Maintenance Systems June 2000 - March 2011
Karl & DiMarco School of Theatre and Dance 1998 - 2006
Progressive Development Group June 1997 - June 2000
Skills
Employee Benefits, Marketing, Recruiting, Microsoft Excel, Microsoft Office, Onboarding, Social Media, Disability Insurance, Life Insurance, Applicant Tracking..., Sales, Team Building, Leadership, Customer Service, Strategic Planning, Accounting, Training, Coaching, Account Management, Outlook, Social Networking, Insurance
Education
University of South Florida 1998 — 2003
Bachelor of Arts
H.B. Plant High 1993 — 1997
High School Diploma
Principal Financial Group March 2012 - Present
Principal Financial Group March 2011 - March 2012
Commercial Maintenance Systems June 2000 - March 2011
Karl & DiMarco School of Theatre and Dance 1998 - 2006
Progressive Development Group June 1997 - June 2000
Skills
Employee Benefits, Marketing, Recruiting, Microsoft Excel, Microsoft Office, Onboarding, Social Media, Disability Insurance, Life Insurance, Applicant Tracking..., Sales, Team Building, Leadership, Customer Service, Strategic Planning, Accounting, Training, Coaching, Account Management, Outlook, Social Networking, Insurance
Education
University of South Florida 1998 — 2003
Bachelor of Arts
H.B. Plant High 1993 — 1997
High School Diploma
Mike Lawton Mike Lawton's Principal Financial Group Experience June 1980 - January 1982
Job Senior Vice President, Business Strategies & Development at Benefit Coordinators Corporation, a SISCO Company
Industry Insurance
Experience
Benefit Coordinators Corporation, a SISCO Company May 2014 - Present
TERI Inc (Training Education Reseach Innovation) 2003 - Present
Barbershop Harmony Society - Assoication of International Champions (AIC) July 1998 - Present
Benefit Coordinators Corporation (BCC) 2003 - April 2014
Mogiv May 2010 - 2011
Convene 2003 - 2010
Revival 1995 - 2004
Coordinated Group of Companies, Inc. 1982 - 2003
Principal Financial Group June 1980 - January 1982
Skills
Business Development, Marketing Strategy, Sales, Management, Leadership, Public Speaking, Training, Employee Benefits, Customer Service, Nonprofits, Competitive Analysis, Mergers & Acquisitions, Process Improvement, Small Business, Marketing, Insurance, Leadership Development, Strategic Planning, Strategic Partnerships, Team Building, Fundraising, Human Resources, Public Relations, Social Networking, Product Development, Program Management, Entrepreneurship, Recruiting, Project Management, New Business Development, Social Media, Management Consulting, Research, Strategy
Education
University of San Diego 1974 — 1979
BA
Benefit Coordinators Corporation, a SISCO Company May 2014 - Present
TERI Inc (Training Education Reseach Innovation) 2003 - Present
Barbershop Harmony Society - Assoication of International Champions (AIC) July 1998 - Present
Benefit Coordinators Corporation (BCC) 2003 - April 2014
Mogiv May 2010 - 2011
Convene 2003 - 2010
Revival 1995 - 2004
Coordinated Group of Companies, Inc. 1982 - 2003
Principal Financial Group June 1980 - January 1982
Skills
Business Development, Marketing Strategy, Sales, Management, Leadership, Public Speaking, Training, Employee Benefits, Customer Service, Nonprofits, Competitive Analysis, Mergers & Acquisitions, Process Improvement, Small Business, Marketing, Insurance, Leadership Development, Strategic Planning, Strategic Partnerships, Team Building, Fundraising, Human Resources, Public Relations, Social Networking, Product Development, Program Management, Entrepreneurship, Recruiting, Project Management, New Business Development, Social Media, Management Consulting, Research, Strategy
Education
University of San Diego 1974 — 1979
BA
Jeffrey Baumgartner Jeffrey Baumgartner's Principal Financial Group Experience 1999 - 2010
Job Regional Sales Director at EMPOWER Retirement
Industry Financial Services
Experience
EMPOWER Retirement February 2010 - Present
Principal Financial Group 1999 - 2010
Phoenix Home Life 1996 - 1999
Arrow Electronics 1994 - 1996
Education
University of Rochester 1990 — 1994
Bachelor of Arts (B.A.), Economics
EMPOWER Retirement February 2010 - Present
Principal Financial Group 1999 - 2010
Phoenix Home Life 1996 - 1999
Arrow Electronics 1994 - 1996
Education
University of Rochester 1990 — 1994
Bachelor of Arts (B.A.), Economics
Lee Ferguson Lee Ferguson's Principal Financial Group Experience September 2011 - September 2013
Job Sales Consultant at Depuy Synthes
Industry Medical Devices
Experience
Depuy Synthes Trauma March 2015 - Present
Synthes Trauma September 2013 - Present
Principal Financial Group September 2011 - September 2013
South Carolina Farm Bureau Insurance Companies June 2003 - August 2011
Skills
Medical Devices, Operating Room, Trauma, Fracture Care, Surgery, Trauma Surgery, Orthopedic Trauma
Education
University of South Carolina-Columbia 1997 — 2002
BA, Political Science
Depuy Synthes Trauma March 2015 - Present
Synthes Trauma September 2013 - Present
Principal Financial Group September 2011 - September 2013
South Carolina Farm Bureau Insurance Companies June 2003 - August 2011
Skills
Medical Devices, Operating Room, Trauma, Fracture Care, Surgery, Trauma Surgery, Orthopedic Trauma
Education
University of South Carolina-Columbia 1997 — 2002
BA, Political Science
Ed Morrissey Ed Morrissey's Principal Financial Group Experience March 2002 - January 2010
Job President/Private Wealth Advisor at Morrissey Wealth Management Services
Industry Financial Services
Experience
Morrissey Wealth Management Services July 2010 - Present
Principal Financial Group March 2002 - January 2010
Mutual of New York May 1997 - March 2002
Prudential Financial October 1990 - May 1997
Skills
Estate Planning, Retirement Planning, Life Insurance, Investments, Fixed Annuities, Variable Annuities, Asset Management, Wealth Accumulation..., Wealth Preservation..., Succession Planning, Fixed Asset Management, Stock Trading, Business Succession..., Equity Indexed Annuities, Wealth Management..., Financial Services, Investment Advisory, Small Business, Retirement, Finance
Education
University of Pittsburgh 1983 — 1987
Bacheor of Science, Mathematics
Morrissey Wealth Management Services July 2010 - Present
Principal Financial Group March 2002 - January 2010
Mutual of New York May 1997 - March 2002
Prudential Financial October 1990 - May 1997
Skills
Estate Planning, Retirement Planning, Life Insurance, Investments, Fixed Annuities, Variable Annuities, Asset Management, Wealth Accumulation..., Wealth Preservation..., Succession Planning, Fixed Asset Management, Stock Trading, Business Succession..., Equity Indexed Annuities, Wealth Management..., Financial Services, Investment Advisory, Small Business, Retirement, Finance
Education
University of Pittsburgh 1983 — 1987
Bacheor of Science, Mathematics
Jacqueline Wood Jacqueline Wood's Principal Financial Group Experience 2010 - 2011
Job Network Contractor at UnitedHealth Group
Industry Hospital & Health Care
Experience
UnitedHealth Group May 2012 - Present
Cogent HMG November 2011 - April 2012
Amerigroup Corporation June 2011 - November 2011
Principal Financial Group 2010 - 2011
Windsor Medicare Extra July 2007 - April 2010
Children's Network of SW FL June 2003 - April 2006
Florida Department of Children and Families 2000 - 2003
Skills
Provider Relations, Medicaid, Healthcare Management, Hospitals, Contract Management, Managed Care, Network Development, Healthcare, Credentialing, PPO, Medicare, HMO, Healthcare Industry, Employee Benefits, Health Policy, Physicians, Health Insurance, Healthcare Consulting, HIPAA, Physician Relations, Healthcare Information..., Medical Billing, Revenue Cycle, Quality Improvement, Medicare Part D, Practice Management, Medicaid Managed Care
Education
University of South Florida 1995 — 1997
BA, Psychology
UnitedHealth Group May 2012 - Present
Cogent HMG November 2011 - April 2012
Amerigroup Corporation June 2011 - November 2011
Principal Financial Group 2010 - 2011
Windsor Medicare Extra July 2007 - April 2010
Children's Network of SW FL June 2003 - April 2006
Florida Department of Children and Families 2000 - 2003
Skills
Provider Relations, Medicaid, Healthcare Management, Hospitals, Contract Management, Managed Care, Network Development, Healthcare, Credentialing, PPO, Medicare, HMO, Healthcare Industry, Employee Benefits, Health Policy, Physicians, Health Insurance, Healthcare Consulting, HIPAA, Physician Relations, Healthcare Information..., Medical Billing, Revenue Cycle, Quality Improvement, Medicare Part D, Practice Management, Medicaid Managed Care
Education
University of South Florida 1995 — 1997
BA, Psychology
Jamie L. Smith Jamie L. Smith's Principal Financial Group Experience December 2001 - April 2011
Job Employee Benefits Account Executive at Premier NW Insurance
Industry Insurance
Experience
Premier NW Insurance June 2013 - Present
HEARTfelt PROductions July 2011 - Present
GradImages / Event Photography Group April 2013 - 2013
Lifetouch October 2012 - 2013
Principal Financial Group December 2001 - April 2011
Columbia Distributing Company February 2000 - November 2001
Great-West Life & Annuity October 1990 - September 1999
Skills
Health Insurance, Employee Benefits, Account Management, Insurance, Sales, Customer Retention, Strategy, Management, Leadership, Disability Insurance, Selling, Small Business, Brokers, Life Insurance, Health Savings Accounts, Customer Service, Benefits Administration
Education
University of Portland 1979 — 1983
Bachelor of Science (BS), Business and Communications Management, Graduated Summer 1983
Great Falls High School
Diploma, Great Falls, Montana
Premier NW Insurance June 2013 - Present
HEARTfelt PROductions July 2011 - Present
GradImages / Event Photography Group April 2013 - 2013
Lifetouch October 2012 - 2013
Principal Financial Group December 2001 - April 2011
Columbia Distributing Company February 2000 - November 2001
Great-West Life & Annuity October 1990 - September 1999
Skills
Health Insurance, Employee Benefits, Account Management, Insurance, Sales, Customer Retention, Strategy, Management, Leadership, Disability Insurance, Selling, Small Business, Brokers, Life Insurance, Health Savings Accounts, Customer Service, Benefits Administration
Education
University of Portland 1979 — 1983
Bachelor of Science (BS), Business and Communications Management, Graduated Summer 1983
Great Falls High School
Diploma, Great Falls, Montana
Josiah Whitten Josiah Whitten's Principal Financial Group Experience October 2014 - Present
Job Financial Representative at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group October 2014 - Present
Dish Network May 2010 - September 2014
The PC and Mac Help Centers August 2013 - December 2013
Leaf Guard November 2009 - May 2010
Skills
Estate Planning, Retirement Plan..., Life Insurance, Employee Benefits, Income Protection, Investments, Mutual Funds, Business Planning
Education
University of Phoenix 2010 — 2013
Bachelor of Business Management, Business Administration, Management and Operations, 3.4
Selinsgrove Area High School 2001 — 2005
High School diploma
Principal Financial Group October 2014 - Present
Dish Network May 2010 - September 2014
The PC and Mac Help Centers August 2013 - December 2013
Leaf Guard November 2009 - May 2010
Skills
Estate Planning, Retirement Plan..., Life Insurance, Employee Benefits, Income Protection, Investments, Mutual Funds, Business Planning
Education
University of Phoenix 2010 — 2013
Bachelor of Business Management, Business Administration, Management and Operations, 3.4
Selinsgrove Area High School 2001 — 2005
High School diploma
Debra Clark Debra Clark's Principal Financial Group Experience January 2000 - August 2005
Job Loan Officer at FBC Mortgage LLC
Industry Financial Services
Experience
FBC Mortgage LLC April 2014 - Present
Providential.com January 2013 - January 2014
Cocoa Beach Chamber of Commerce January 2005 - January 2008
American Home Mortgage August 2000 - April 2007
Principal Financial Group January 2000 - August 2005
Skills
Mortgage Lending, Mortgage Banking, FHA, Refinance, Loan Origination, Loans, First Time Home Buyers, Investors, Residential Mortgages, Foreclosures, Underwriting, FHA financing, Sales, USDA, Investment Properties, VA loans, Credit, Sales Management, REO, Customer Service, Passion for Helping..., Product Management, Real Estate, Referrals, Short Sales, Situational Leadership
Education
University of Phoenix 2003 — 2005
AA, AA
Merritt Island High School 1984 — 1987
High School Diploma
FBC Mortgage LLC April 2014 - Present
Providential.com January 2013 - January 2014
Cocoa Beach Chamber of Commerce January 2005 - January 2008
American Home Mortgage August 2000 - April 2007
Principal Financial Group January 2000 - August 2005
Skills
Mortgage Lending, Mortgage Banking, FHA, Refinance, Loan Origination, Loans, First Time Home Buyers, Investors, Residential Mortgages, Foreclosures, Underwriting, FHA financing, Sales, USDA, Investment Properties, VA loans, Credit, Sales Management, REO, Customer Service, Passion for Helping..., Product Management, Real Estate, Referrals, Short Sales, Situational Leadership
Education
University of Phoenix 2003 — 2005
AA, AA
Merritt Island High School 1984 — 1987
High School Diploma
Holly Herbert's Principal Financial Group Experience November 2012 - Present
Job Life Insurance Sales Support Consultant at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group November 2012 - Present
New York Life Insurance Company July 2012 - November 2012
ING Annuity and Asset Sales 2008 - July 2012
ING December 2008 - July 2011
ING December 2007 - November 2008
ING April 2006 - November 2007
Monogram International September 2005 - January 2006
Skills
Life Insurance, Supplemental Retirement..., Business Owner and..., Series 6, Series 63, Life & Health Insurance..., Fundrasing (charitible), Non-profit Volunteer, Certified Nursing..., Basic Life Support...
Education
University of South Florida 2000 — 2004
B.A., Honors English
Principal Financial Group November 2012 - Present
New York Life Insurance Company July 2012 - November 2012
ING Annuity and Asset Sales 2008 - July 2012
ING December 2008 - July 2011
ING December 2007 - November 2008
ING April 2006 - November 2007
Monogram International September 2005 - January 2006
Skills
Life Insurance, Supplemental Retirement..., Business Owner and..., Series 6, Series 63, Life & Health Insurance..., Fundrasing (charitible), Non-profit Volunteer, Certified Nursing..., Basic Life Support...
Education
University of South Florida 2000 — 2004
B.A., Honors English
Joelisa Sherman, CLF Joelisa Sherman, CLF's Principal Financial Group Experience February 2008 - Present
Job Regional Marketing Consultant at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group February 2008 - Present
Vela 2007 - 2008
FL Department of Health & Brunet Garcia Advertising 2004 - 2008
AT&T Global Services 2000 - 2004
Edward Jones May 2001 - November 2003
Skills
Marketing, Insurance, Marketing Strategy, Strategic Planning, Account Management, New Business Development, Sales, Customer Service, Email Marketing, Marketing Communications, Team Management, Social Media Marketing, Market Research, Lead Generation, Social Media, Direct Marketing, Marketing Management, Event Planning, Online Marketing, Retirement, Small Business
Education
University of South Florida - College of Business Administration 1997 — 2002
Bachelor of Science (B.S.), Marketing
Principal Financial Group February 2008 - Present
Vela 2007 - 2008
FL Department of Health & Brunet Garcia Advertising 2004 - 2008
AT&T Global Services 2000 - 2004
Edward Jones May 2001 - November 2003
Skills
Marketing, Insurance, Marketing Strategy, Strategic Planning, Account Management, New Business Development, Sales, Customer Service, Email Marketing, Marketing Communications, Team Management, Social Media Marketing, Market Research, Lead Generation, Social Media, Direct Marketing, Marketing Management, Event Planning, Online Marketing, Retirement, Small Business
Education
University of South Florida - College of Business Administration 1997 — 2002
Bachelor of Science (B.S.), Marketing
Ash Tengshe Ash Tengshe's Principal Financial Group Experience April 2001 - January 2005
Job Executive Director, Pharmacy Applications and Portfolio Architecture at Kaiser Permanente IT
Industry Information Technology and Services
Experience
Kaiser Permanente IT September 2012 - Present
Kaiser Permanente IT August 2009 - August 2012
Capital One Auto Finance February 2006 - November 2009
Siemens Healthcare October 2005 - February 2006
ThoughtWorks January 2005 - February 2006
Washington Mutual April 2005 - September 2005
Principal Financial Group April 2001 - January 2005
Skills
Extreme Programming, Scrum, Six Sigma, Process Management, Architecture, Agile Project Management, Software Development, SDLC, Process Improvement, Software Project..., SOA, Program Management, Integration, Change Management, Certified Scrum Master..., Business Process..., Vendor Management, Cloud Computing, Agile Methodologies, Oracle, Management, Testing, Cross-functional Team..., Requirements Analysis, PMO, Big Data, Business Management, Process Development, Application Development, Offshore, Mobile Applications, IT Infrastructure..., Offshore Software..., Enterprise Software, Quality Assurance, Process Simulation, Business Process, Strategy, Project Management, PMP, Project Portfolio..., Enterprise Architecture, Analytics, IT Strategy, Business Intelligence, Team Leadership, Java Enterprise Edition
Education
University of Pune
Bachelor in Engineering, Electronics and Telecommunications
Western Illinois University
M.S., Computer Science
Kaiser Permanente IT September 2012 - Present
Kaiser Permanente IT August 2009 - August 2012
Capital One Auto Finance February 2006 - November 2009
Siemens Healthcare October 2005 - February 2006
ThoughtWorks January 2005 - February 2006
Washington Mutual April 2005 - September 2005
Principal Financial Group April 2001 - January 2005
Skills
Extreme Programming, Scrum, Six Sigma, Process Management, Architecture, Agile Project Management, Software Development, SDLC, Process Improvement, Software Project..., SOA, Program Management, Integration, Change Management, Certified Scrum Master..., Business Process..., Vendor Management, Cloud Computing, Agile Methodologies, Oracle, Management, Testing, Cross-functional Team..., Requirements Analysis, PMO, Big Data, Business Management, Process Development, Application Development, Offshore, Mobile Applications, IT Infrastructure..., Offshore Software..., Enterprise Software, Quality Assurance, Process Simulation, Business Process, Strategy, Project Management, PMP, Project Portfolio..., Enterprise Architecture, Analytics, IT Strategy, Business Intelligence, Team Leadership, Java Enterprise Edition
Education
University of Pune
Bachelor in Engineering, Electronics and Telecommunications
Western Illinois University
M.S., Computer Science
Brad Wilford Brad Wilford's Principal Financial Group Experience June 1994 - February 1999
Job Consultant / PeopleSoft Admin at Bandag
Industry Information Technology and Services
Experience
Bridgestone Bandag July 2008 - Present
Alliance Technologies March 1999 - Present
DuPont Pioneer October 2007 - July 2008
Bandag January 2005 - September 2007
ADP, Inc. March 1999 - May 2004
ConAgra Foods 2001 - 2003
Principal Financial Group June 1994 - February 1999
Skills
Microsoft SQL Server, SQL, Oracle, Troubleshooting, PeopleSoft, Project Management, SQR, Business Analysis, Integration, Business Intelligence, Software Project..., ERP, Vendor Management, Databases, Data Warehousing, SDLC, Unix, Software Documentation, Active Directory, Disaster Recovery, Operating Systems, Visio, SharePoint, Requirements Gathering, Business Process, Requirements Analysis
Education
University of Sioux Falls 1990 — 1994
BS, CIS
Bridgestone Bandag July 2008 - Present
Alliance Technologies March 1999 - Present
DuPont Pioneer October 2007 - July 2008
Bandag January 2005 - September 2007
ADP, Inc. March 1999 - May 2004
ConAgra Foods 2001 - 2003
Principal Financial Group June 1994 - February 1999
Skills
Microsoft SQL Server, SQL, Oracle, Troubleshooting, PeopleSoft, Project Management, SQR, Business Analysis, Integration, Business Intelligence, Software Project..., ERP, Vendor Management, Databases, Data Warehousing, SDLC, Unix, Software Documentation, Active Directory, Disaster Recovery, Operating Systems, Visio, SharePoint, Requirements Gathering, Business Process, Requirements Analysis
Education
University of Sioux Falls 1990 — 1994
BS, CIS
Kulesh Kane Kulesh Kane's Principal Financial Group Experience February 2010 - September 2011
Job Sr. Architect Oracle IAM (Available for new contracts in DC Metro Area)
Industry Information Technology and Services
Experience
Techdemocracy LLC January 2015 - Present
Techdemocracy LLC September 2011 - Present
Principal Financial Group February 2010 - September 2011
Principal Financial Group June 2007 - February 2010
Cognizant Technology Solutions 2005 - 2007
SSI Education June 2005 - November 2005
Skills
Oracle Identity Manager, Java-J2EE, Struts, Jsp,..., Websphere, ClearCase,..., RAD, Java Enterprise Edition, Weblogic, Websphere, Servlets, Struts, IDM, SDLC, Ant, IAM, JDBC, PL/SQL, SOAP, Hibernate, Web Services, XML, DB2, Apache, Java, Oracle, Eclipse, Microsoft SQL Server, Spring, JavaScript, Software Development, REST, WebLogic, WebSphere
Education
PVG's COET 2001 — 2005
Bachelor of Engineering, Information Technology
University of Pune 2001 — 2005
BE, Information Technology
Techdemocracy LLC January 2015 - Present
Techdemocracy LLC September 2011 - Present
Principal Financial Group February 2010 - September 2011
Principal Financial Group June 2007 - February 2010
Cognizant Technology Solutions 2005 - 2007
SSI Education June 2005 - November 2005
Skills
Oracle Identity Manager, Java-J2EE, Struts, Jsp,..., Websphere, ClearCase,..., RAD, Java Enterprise Edition, Weblogic, Websphere, Servlets, Struts, IDM, SDLC, Ant, IAM, JDBC, PL/SQL, SOAP, Hibernate, Web Services, XML, DB2, Apache, Java, Oracle, Eclipse, Microsoft SQL Server, Spring, JavaScript, Software Development, REST, WebLogic, WebSphere
Education
PVG's COET 2001 — 2005
Bachelor of Engineering, Information Technology
University of Pune 2001 — 2005
BE, Information Technology
John Paul Gareri John Paul Gareri's Principal Financial Group Experience December 2013 - Present
Job Financial Services Representative at Principal Financial Group
Industry Accounting
Experience
Principal Financial Group December 2013 - Present
Principal Financial Group December 2013 - Present
Bonefish Grill August 2006 - Present
Skills
Series 6 and 63..., Life and Health..., Business Continuation..., Annuities (Variable &..., 401 (k), 403 (b), SEP &..., Estate Planning, Key Person Insurance, Pension Plans, College Funding..., IRAs (Traditional &..., Deferred Compensation..., Buy-Sell Agreements, Executive Benefits..., Asset Allocation, Income Protection, Long-Term Care Insurance, Disability Income..., Mutual Funds
Education
University of South Alabama 2007 — 2012
Bachelor of Science (BS), Accounting
Principal Financial Group December 2013 - Present
Principal Financial Group December 2013 - Present
Bonefish Grill August 2006 - Present
Skills
Series 6 and 63..., Life and Health..., Business Continuation..., Annuities (Variable &..., 401 (k), 403 (b), SEP &..., Estate Planning, Key Person Insurance, Pension Plans, College Funding..., IRAs (Traditional &..., Deferred Compensation..., Buy-Sell Agreements, Executive Benefits..., Asset Allocation, Income Protection, Long-Term Care Insurance, Disability Income..., Mutual Funds
Education
University of South Alabama 2007 — 2012
Bachelor of Science (BS), Accounting
Dane Secoy Dane Secoy's Principal Financial Group Experience July 1995 - Present
Job Retirement Plan Professional/Senior Account Executive for the Principal Financial Group/Princor Registered Rep
Industry Financial Services
Experience
Principal Financial Group July 1995 - Present
The Travelers January 1992 - July 1995
Skills
Defined Benefit, 401(k), 403(b), Tax Exempt Plans, Non-Qualified Deferred...
Education
University of South Carolina-Columbia 1987 — 1991
Bachelor of Arts (B.A.), Spanish
Principal Financial Group July 1995 - Present
The Travelers January 1992 - July 1995
Skills
Defined Benefit, 401(k), 403(b), Tax Exempt Plans, Non-Qualified Deferred...
Education
University of South Carolina-Columbia 1987 — 1991
Bachelor of Arts (B.A.), Spanish
Rae Ann Barrett Rae Ann Barrett's Principal Financial Group Experience October 1998 - Present
Job Business Liaison at Principal Financial Group
Industry Financial Services
Experience
Southeast Elementary PTO July 2008 - Present
Iowa Realty March 2004 - Present
Principal Financial Group October 1998 - Present
Skills
First Time Home Buyers, Investment Properties
Education
Ankeny High School
University of Phoenix
Business Management
Southeast Elementary PTO July 2008 - Present
Iowa Realty March 2004 - Present
Principal Financial Group October 1998 - Present
Skills
First Time Home Buyers, Investment Properties
Education
Ankeny High School
University of Phoenix
Business Management
Matthew R. Compton, CRPC Matthew R. Compton, CRPC's Principal Financial Group Experience June 2014 - Present
Job Director of Sales Principal Financial Group, Princor Registered Representative, Adviser Representative
Industry Financial Services
Experience
Principal Financial Group June 2014 - Present
Principal Financial Group July 2011 - June 2014
Principal Financial Group March 2008 - June 2011
Seligman Advisors 2005 - 2008
AXA Equitable 2004 - 2005
Skills
401(k), 403(b), SEP &..., Deferred Compensation..., Defined Benefit Plans, Executive Benefits..., Pension Plans
Education
University of Scranton 2000 — 2004
Marketing
Principal Financial Group June 2014 - Present
Principal Financial Group July 2011 - June 2014
Principal Financial Group March 2008 - June 2011
Seligman Advisors 2005 - 2008
AXA Equitable 2004 - 2005
Skills
401(k), 403(b), SEP &..., Deferred Compensation..., Defined Benefit Plans, Executive Benefits..., Pension Plans
Education
University of Scranton 2000 — 2004
Marketing
Kelly McDuffie Kelly McDuffie's Principal Financial Group Experience 2005 - 2007
Job PeopleSoft General Ledger Consultant
Industry Information Technology and Services
Experience
BSS June 2001 - Present
Tampa General Hospital February 2015 - Present
UF Health Jacksonville 2014 - 2015
MetLife 2013 - 2014
Hilton Worldwide 2013 - 2013
Grady Health System 2011 - 2013
American Solutions for Business 2012 - 2012
CORESTAFF Services 2007 - 2012
Temple University Health System 2008 - 2008
Principal Financial Group 2005 - 2007
Skills
PeopleSoft, General Ledger, Financial Reporting, Business Process, PS Query, Month End Close, PS Trees, Business Process..., Accounting, ERP, Financials, Requirements Analysis, Business Analysis, Allocations, Process Improvement, nVision, Software Implementation, Analysis, Business Intelligence, Project Management, Integration, Testing, Requirements Gathering, FSCM, Data Conversion, Software Documentation, Year End Close
Education
University of South Carolina-Columbia 1989 — 1993
Bachelor of Science (BS)
BSS June 2001 - Present
Tampa General Hospital February 2015 - Present
UF Health Jacksonville 2014 - 2015
MetLife 2013 - 2014
Hilton Worldwide 2013 - 2013
Grady Health System 2011 - 2013
American Solutions for Business 2012 - 2012
CORESTAFF Services 2007 - 2012
Temple University Health System 2008 - 2008
Principal Financial Group 2005 - 2007
Skills
PeopleSoft, General Ledger, Financial Reporting, Business Process, PS Query, Month End Close, PS Trees, Business Process..., Accounting, ERP, Financials, Requirements Analysis, Business Analysis, Allocations, Process Improvement, nVision, Software Implementation, Analysis, Business Intelligence, Project Management, Integration, Testing, Requirements Gathering, FSCM, Data Conversion, Software Documentation, Year End Close
Education
University of South Carolina-Columbia 1989 — 1993
Bachelor of Science (BS)
Mark D. Scheidter, CFP Mark D. Scheidter, CFP's Principal Financial Group Experience 1998 - Present
Job Senior Financial Services Rep, Princor Registered Rep and Financial Advisor at Mark Scheidter & Associates
Industry Financial Services
Experience
Mark Scheidter & Associates August 1998 - Present
Principal Financial Group 1998 - Present
Skills
401(k), 403 (b), SEP..., Fixed Annuities, Variable Annuities, Asset Allocation, Business Continuation..., Business Overhead..., Whole Life Insurance, Wealth Accumulation, Universal Life Insurance, Term Life Insurance, Supplemental Retirement..., Series 7, Salary Continuation, Pension Plans, Mutual Funds, Long-Term Care Insurance, Simple IRA, Roth IRA, Financial Needs Analysis, Executive Benefit..., Estate Planning, Disability Income..., Deferred Compensation..., College Funding..., Income Protection, Informal Business..., Key Person Insurance, Tax-Deferred Savings
Education
University of South Florida 1997 — 1998
Bachelor of Science, Finance
Mark Scheidter & Associates August 1998 - Present
Principal Financial Group 1998 - Present
Skills
401(k), 403 (b), SEP..., Fixed Annuities, Variable Annuities, Asset Allocation, Business Continuation..., Business Overhead..., Whole Life Insurance, Wealth Accumulation, Universal Life Insurance, Term Life Insurance, Supplemental Retirement..., Series 7, Salary Continuation, Pension Plans, Mutual Funds, Long-Term Care Insurance, Simple IRA, Roth IRA, Financial Needs Analysis, Executive Benefit..., Estate Planning, Disability Income..., Deferred Compensation..., College Funding..., Income Protection, Informal Business..., Key Person Insurance, Tax-Deferred Savings
Education
University of South Florida 1997 — 1998
Bachelor of Science, Finance
Nickolus Finley Nickolus Finley's Principal Financial Group Experience April 2009 - September 2009
Job Financial Management Analyst at Cloud Sherpas
Industry Management Consulting
Experience
Cloud Sherpas July 2015 - Present
Solar Turbines November 2014 - July 2015
Waddell & Reed November 2011 - November 2014
Principal Financial Group April 2009 - September 2009
Skills
Financial Analysis, Leadership, Strategic Planning, Management, Marketing, Public Speaking, Strategy, Uniform Combined State..., Social Networking, PowerPoint, Teamwork, Microsoft Excel, Finance
Education
University of San Diego 2006 — 2011
Bachelor of Business Administration (B.B.A.), Finance, General
Coronado High School
Cloud Sherpas July 2015 - Present
Solar Turbines November 2014 - July 2015
Waddell & Reed November 2011 - November 2014
Principal Financial Group April 2009 - September 2009
Skills
Financial Analysis, Leadership, Strategic Planning, Management, Marketing, Public Speaking, Strategy, Uniform Combined State..., Social Networking, PowerPoint, Teamwork, Microsoft Excel, Finance
Education
University of San Diego 2006 — 2011
Bachelor of Business Administration (B.B.A.), Finance, General
Coronado High School
Sharon Christodora Sharon Christodora's Principal Financial Group Experience January 1993 - January 1998
Job Working Your Finances With A Human Touch
Industry Financial Services
Experience
Fresno County Office of Education February 2012 - Present
Central Valley Professionals August 2011 - February 2012
Saint Agnes Medical Center January 2000 - August 2011
Jackson Hewitt Tax Service 2004 - 2006
Certus January 1998 - January 2000
Principal Financial Group January 1993 - January 1998
Skills
Accounting, Accounts Payable, Accounts Receivable, Administrative..., Customer Service, Benefits Administration, Employee Training, HRIS, Human Resources, Leadership Development, Microsoft Office, Outlook, Payroll, PeopleSoft, Policy, Public Speaking, Spreadsheets, Team Building, Training
Education
Institue of Technology 2011 — 2012
AS, Human Resources
University of Phoenix 2007 — 2010
Bachelor of Science Degree, Human Services
Fresno County Office of Education February 2012 - Present
Central Valley Professionals August 2011 - February 2012
Saint Agnes Medical Center January 2000 - August 2011
Jackson Hewitt Tax Service 2004 - 2006
Certus January 1998 - January 2000
Principal Financial Group January 1993 - January 1998
Skills
Accounting, Accounts Payable, Accounts Receivable, Administrative..., Customer Service, Benefits Administration, Employee Training, HRIS, Human Resources, Leadership Development, Microsoft Office, Outlook, Payroll, PeopleSoft, Policy, Public Speaking, Spreadsheets, Team Building, Training
Education
Institue of Technology 2011 — 2012
AS, Human Resources
University of Phoenix 2007 — 2010
Bachelor of Science Degree, Human Services
Jennifer (Davis) Allbritain Jennifer (Davis) Allbritain's Principal Financial Group Experience 2005 - 2007
Job Business Communications Consultant at Harbor Communications
Industry Telecommunications
Experience
Harbor Communications August 2008 - Present
Harbor Communications 2008 - 2011
Principal Financial Group 2005 - 2007
Education
University of South Alabama
BS, Buisness Administration/Marketing
Harbor Communications August 2008 - Present
Harbor Communications 2008 - 2011
Principal Financial Group 2005 - 2007
Education
University of South Alabama
BS, Buisness Administration/Marketing
Martha Bone Zwierko Martha Bone Zwierko's Principal Financial Group Experience April 2014 - Present
Job Account Executive & Relationship Manager at Principal Financial Group, Retirement & Investor Services
Industry Financial Services
Experience
Principal Financial Group April 2014 - Present
Skills
Retirement Plan..., Qualified Retirement..., Non-Qualified Deferred..., Profit Sharing, 401k, 403 b, ESOP, General Securities..., IRAs, Management, Advertising, Financial Advisory, Fixed Annuities, Financial Services
Education
University of South Florida 1985 — 1988
B.A. magna cum laude, Mass Communications - Advertising
Principal Financial Group April 2014 - Present
Skills
Retirement Plan..., Qualified Retirement..., Non-Qualified Deferred..., Profit Sharing, 401k, 403 b, ESOP, General Securities..., IRAs, Management, Advertising, Financial Advisory, Fixed Annuities, Financial Services
Education
University of South Florida 1985 — 1988
B.A. magna cum laude, Mass Communications - Advertising
Deb Jurkowski Deb Jurkowski's Principal Financial Group Experience 2000 - March 2004
Job Licensed Realtor at Iowa Realty
Industry Real Estate
Experience
Iowa Realty October 2014 - Present
Skogman Carlson Insurance January 2014 - June 2014
The Financial Specialists April 2004 - December 2013
Principal Financial Group 2000 - March 2004
Skills
Marketing, Insurance, Strategic Planning, Retirement Planning, Strategic Financial..., Direct Marketing, Financial Analysis, Marketing Communications, Microsoft Office, Social Media Marketing, Email Marketing, Real Estate
Education
University of Phoenix 2010 — 2014
Bachelor of Science (B.S.), Business Administration, Management and Operations
Iowa Realty October 2014 - Present
Skogman Carlson Insurance January 2014 - June 2014
The Financial Specialists April 2004 - December 2013
Principal Financial Group 2000 - March 2004
Skills
Marketing, Insurance, Strategic Planning, Retirement Planning, Strategic Financial..., Direct Marketing, Financial Analysis, Marketing Communications, Microsoft Office, Social Media Marketing, Email Marketing, Real Estate
Education
University of Phoenix 2010 — 2014
Bachelor of Science (B.S.), Business Administration, Management and Operations
Shane Fletcher Shane Fletcher's Principal Financial Group Experience March 2013 - June 2015
Job Direct Life Insurance solutions in FL, GA, NY, TX, CA, OR, CO, IN, AR, CT, MO, VA
Industry Financial Services
Experience
TZ Insurance Solutions June 2015 - Present
Principal Financial Group March 2013 - June 2015
21st Century Financial August 2012 - March 2013
JPMorgan Chase October 2009 - March 2012
Retail sales, management and client relations November 2001 - June 2009
Beta Theta Pi October 1998 - October 2000
Skills
Business Continuation..., Income Protection, Financial Needs Analysis, Key Person Insurance, Supplemental Retirement..., Survivor Income, Universal Life Insurance, Mutual Funds, Informal Business..., IRAs (Traditional and..., Disability Income..., College Funding..., Charitable Giving, Retirement, Series 6, Wealth Accumulation, Life Insurance, Finance, Licensed Life, FINRA, Financial Services, 529 Plans, Disability Insurance, Fixed Annuities, IRAs, Retirement Planning, Securities, Leadership, Management, Strategic Planning, Customer Service, Sales, Insurance, Marketing, Marketing Strategy, Financial Analysis, Risk Management, Social Media, Sales Management, Term Life Insurance, Social Networking, Advertising, Small Business
Education
University of South Florida
Bachelor of Arts (BA), Public Relations/Business Communications
TZ Insurance Solutions June 2015 - Present
Principal Financial Group March 2013 - June 2015
21st Century Financial August 2012 - March 2013
JPMorgan Chase October 2009 - March 2012
Retail sales, management and client relations November 2001 - June 2009
Beta Theta Pi October 1998 - October 2000
Skills
Business Continuation..., Income Protection, Financial Needs Analysis, Key Person Insurance, Supplemental Retirement..., Survivor Income, Universal Life Insurance, Mutual Funds, Informal Business..., IRAs (Traditional and..., Disability Income..., College Funding..., Charitable Giving, Retirement, Series 6, Wealth Accumulation, Life Insurance, Finance, Licensed Life, FINRA, Financial Services, 529 Plans, Disability Insurance, Fixed Annuities, IRAs, Retirement Planning, Securities, Leadership, Management, Strategic Planning, Customer Service, Sales, Insurance, Marketing, Marketing Strategy, Financial Analysis, Risk Management, Social Media, Sales Management, Term Life Insurance, Social Networking, Advertising, Small Business
Education
University of South Florida
Bachelor of Arts (BA), Public Relations/Business Communications
Tracy Fernandes's Principal Financial Group Experience June 2007 - March 2011
Job SAP ISU Test Lead Capgemini
Industry Information Technology and Services
Experience
Capgemini June 2015 - Present
Capgemini December 2011 - Present
Principal Financial Group June 2007 - March 2011
Brainvisa Technologies March 2005 - May 2007
Wipro Spectramind July 2003 - March 2004
Skills
Test Management, Test Cases, Test Planning, Testing, SDLC, Manual Testing, Test Strategy, Quality Center, SAP IS-U, Test Execution, Waterfall, HP Quality Center, Regression Testing, Defect Tracking, User Acceptance Testing, Software Testing Life..., ISTQB, ISTQB Certified, SAP CRM
Education
University of Pune 2000 — 2002
Master in computer management(MCM), Computer Software Engineering
JDC bytco College
Bachelor of Commerce (B.Com.)
St.Philomena convent high School
Capgemini June 2015 - Present
Capgemini December 2011 - Present
Principal Financial Group June 2007 - March 2011
Brainvisa Technologies March 2005 - May 2007
Wipro Spectramind July 2003 - March 2004
Skills
Test Management, Test Cases, Test Planning, Testing, SDLC, Manual Testing, Test Strategy, Quality Center, SAP IS-U, Test Execution, Waterfall, HP Quality Center, Regression Testing, Defect Tracking, User Acceptance Testing, Software Testing Life..., ISTQB, ISTQB Certified, SAP CRM
Education
University of Pune 2000 — 2002
Master in computer management(MCM), Computer Software Engineering
JDC bytco College
Bachelor of Commerce (B.Com.)
St.Philomena convent high School
Byron Hornaday's Principal Financial Group Experience November 2011 - March 2013
Job Personal/Business Financial Strategist/Mass Mutual Financial Group
Industry Financial Services
Experience
Mass Mutual Financial Group June 2014 - Present
MassMutual Financial Group 2014 - 2015
A-Safe,Inc October 2013 - 2014
Carter Glass Insurance Agency,LLC/Nationwide Financial Network March 2013 - October 2013
Principal Financial Group November 2011 - March 2013
Modern Woodmen of America June 2005 - November 2011
Consolidated Planning, Inc. April 2001 - June 2005
NBC17 May 1997 - April 2001
WHBQ 1989 - 1997
WALA TV 1989 - 1991
Skills
Disability Insurance, Retirement Planning, Fixed Annuities, IRAs, Retirement, Life Insurance, Mutual Funds, Insurance, Long-term Care, 401k, Estate Planning, Strategic Financial..., Sales, Customer Service, Financial Services, Series 7, Social Media, Employee Benefits, Management, Leadership, Financial Planning, Finance, Marketing
Education
University of South Alabama
BA, English
Murphy High School;Mobile,Al
Mass Mutual Financial Group June 2014 - Present
MassMutual Financial Group 2014 - 2015
A-Safe,Inc October 2013 - 2014
Carter Glass Insurance Agency,LLC/Nationwide Financial Network March 2013 - October 2013
Principal Financial Group November 2011 - March 2013
Modern Woodmen of America June 2005 - November 2011
Consolidated Planning, Inc. April 2001 - June 2005
NBC17 May 1997 - April 2001
WHBQ 1989 - 1997
WALA TV 1989 - 1991
Skills
Disability Insurance, Retirement Planning, Fixed Annuities, IRAs, Retirement, Life Insurance, Mutual Funds, Insurance, Long-term Care, 401k, Estate Planning, Strategic Financial..., Sales, Customer Service, Financial Services, Series 7, Social Media, Employee Benefits, Management, Leadership, Financial Planning, Finance, Marketing
Education
University of South Alabama
BA, English
Murphy High School;Mobile,Al
Pradnyan Bhilare Pradnyan Bhilare's Principal Financial Group Experience February 2007 - August 2007
Job Quality Assurance Architect at Accruent LLC
Industry Computer Software
Experience
Accruent January 2012 - Present
Accruent April 2011 - December 2011
Accruent Inc April 2008 - March 2011
Google September 2007 - March 2008
Principal Financial Group February 2007 - August 2007
QuinStreet April 2005 - December 2006
Selectica May 2003 - April 2005
Indus Software May 2000 - November 2002
Skills
Quality Assurance, Software Project..., Agile Methodologies, Test Automation, Leadership, Test Planning, Enterprise Software, Software Development, Testing, Web Applications, SDLC, MySQL, Strategy, Project Management, Scrum, Software Quality..., Java, SaaS, Requirements Analysis
Education
University of Pune 1996 — 1999
MBA, Marketing and Computer Systems Management
University of Pune 1991 — 1995
BE, Mechanical Engineering
Accruent January 2012 - Present
Accruent April 2011 - December 2011
Accruent Inc April 2008 - March 2011
Google September 2007 - March 2008
Principal Financial Group February 2007 - August 2007
QuinStreet April 2005 - December 2006
Selectica May 2003 - April 2005
Indus Software May 2000 - November 2002
Skills
Quality Assurance, Software Project..., Agile Methodologies, Test Automation, Leadership, Test Planning, Enterprise Software, Software Development, Testing, Web Applications, SDLC, MySQL, Strategy, Project Management, Scrum, Software Quality..., Java, SaaS, Requirements Analysis
Education
University of Pune 1996 — 1999
MBA, Marketing and Computer Systems Management
University of Pune 1991 — 1995
BE, Mechanical Engineering
John Lotze's Principal Financial Group Experience January 2009 - August 2011
Job Professional Employer Consultant
Industry Human Resources
Experience
Oasis Outsourcing May 2015 - Present
Merrill Lynch January 2012 - March 2014
Principal Financial Group January 2009 - August 2011
Merrill Lynch January 2006 - October 2008
Skills
PEO, Payroll Services, Risk Management, Benefits Administration, Employee Benefits, Affordable Care Act, 401k, HR Consulting, Human Resources, Strategic Planning, Financial Planning, New Business Development, Insurance, Retirement Planning, Mutual Funds, Investments, Retirement, Portfolio Management, Series 7, Financial Analysis
Education
University of South Florida 1986 — 1990
University of South Florida
Oasis Outsourcing May 2015 - Present
Merrill Lynch January 2012 - March 2014
Principal Financial Group January 2009 - August 2011
Merrill Lynch January 2006 - October 2008
Skills
PEO, Payroll Services, Risk Management, Benefits Administration, Employee Benefits, Affordable Care Act, 401k, HR Consulting, Human Resources, Strategic Planning, Financial Planning, New Business Development, Insurance, Retirement Planning, Mutual Funds, Investments, Retirement, Portfolio Management, Series 7, Financial Analysis
Education
University of South Florida 1986 — 1990
University of South Florida
Xingzhou (Juno) Zhu Xingzhou (Juno) Zhu's Principal Financial Group Experience March 2014 - July 2014
Job Allocation Specialist at Men's Wearhouse
Industry Retail
Experience
Men's Wearhouse June 2015 - Present
NYDJ Apparel, LLC January 2015 - May 2015
USC Office of Residential Education August 2013 - May 2015
Geoffrey Beene National Case Competition April 2014 - January 2015
Halston May 2014 - August 2014
Principal Financial Group March 2014 - July 2014
BCBGMAXAZRIAGROUP September 2013 - December 2013
Skills
Microsoft Office, Data Analysis, Marketing, Event Planning, Fashion, Teamwork, Accounts Payable, Strategic Financial..., Online Research, Illustrator, InDesign, Photoshop, HTML, Multi Tasking, Customer Service, Peer Mentoring
Education
University of Southern California - Marshall School of Business 2011 — 2015
Bachelor of Science (BS), Business Administration
University of Southern California
Men's Wearhouse June 2015 - Present
NYDJ Apparel, LLC January 2015 - May 2015
USC Office of Residential Education August 2013 - May 2015
Geoffrey Beene National Case Competition April 2014 - January 2015
Halston May 2014 - August 2014
Principal Financial Group March 2014 - July 2014
BCBGMAXAZRIAGROUP September 2013 - December 2013
Skills
Microsoft Office, Data Analysis, Marketing, Event Planning, Fashion, Teamwork, Accounts Payable, Strategic Financial..., Online Research, Illustrator, InDesign, Photoshop, HTML, Multi Tasking, Customer Service, Peer Mentoring
Education
University of Southern California - Marshall School of Business 2011 — 2015
Bachelor of Science (BS), Business Administration
University of Southern California
John G. Roman III's Principal Financial Group Experience June 2015 - Present
Job Financial Advisor at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group June 2015 - Present
MassMutual Financial Group July 2014 - June 2015
First Niagara Bank/LPL Financial September 2013 - July 2014
JPMorgan Chase September 2011 - August 2013
Skills
Life and Health..., Mutual Funds, Variable Life, Fixed Annuities, Variable Products, Variable Annuities, Wealth Management..., Portfolio Management, Financial Portfolio..., Management, Sales, Customer Service, Microsoft Excel, Data Analysis, Microsoft Office, PowerPoint, Microsoft Word, Statistics, Financial Analysis, Finance
Education
University of Rochester 2006 — 2010
B.A., Political Science, Biology, Philosophy
Principal Financial Group June 2015 - Present
MassMutual Financial Group July 2014 - June 2015
First Niagara Bank/LPL Financial September 2013 - July 2014
JPMorgan Chase September 2011 - August 2013
Skills
Life and Health..., Mutual Funds, Variable Life, Fixed Annuities, Variable Products, Variable Annuities, Wealth Management..., Portfolio Management, Financial Portfolio..., Management, Sales, Customer Service, Microsoft Excel, Data Analysis, Microsoft Office, PowerPoint, Microsoft Word, Statistics, Financial Analysis, Finance
Education
University of Rochester 2006 — 2010
B.A., Political Science, Biology, Philosophy
Curtis M. Blair Curtis M. Blair's Principal Financial Group Experience November 2014 - March 2015
Job Managing Director at Guardian Life
Industry Financial Services
Experience
Guardian Life June 2015 - Present
Principal Financial Group November 2014 - March 2015
One America Investments January 2011 - April 2014
American United Life January 2011 - April 2014
One America Investments January 2011 - April 2014
Colonial Life December 2010 - April 2014
One America Investments April 2004 - April 2014
Finish Line May 2002 - March 2005
Skills
401 (k), 403 (b), SEP &..., Annuities (Variable &..., Asset Allocation, Business Continuation..., Buy-Sell Agreements, Buy-Sell Review, Charitable Giving, College Funding..., Deferred Compensation..., Dental Insurance, Disability Income..., Estate Planning, Executive Benefits...
Education
University of South Carolina Upstate 2001 — 2003
Bachelors of Science in Business, Business Management
Providence St. Mel 1995 — 1999
Diploma, General Studies
Guardian Life June 2015 - Present
Principal Financial Group November 2014 - March 2015
One America Investments January 2011 - April 2014
American United Life January 2011 - April 2014
One America Investments January 2011 - April 2014
Colonial Life December 2010 - April 2014
One America Investments April 2004 - April 2014
Finish Line May 2002 - March 2005
Skills
401 (k), 403 (b), SEP &..., Annuities (Variable &..., Asset Allocation, Business Continuation..., Buy-Sell Agreements, Buy-Sell Review, Charitable Giving, College Funding..., Deferred Compensation..., Dental Insurance, Disability Income..., Estate Planning, Executive Benefits...
Education
University of South Carolina Upstate 2001 — 2003
Bachelors of Science in Business, Business Management
Providence St. Mel 1995 — 1999
Diploma, General Studies
Dwight Edwards CRPS®, CRPC®'s Principal Financial Group Experience January 2014 - Present
Job Regional Vice President Nonqualified Plans at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group January 2014 - Present
Principal Financial Group February 2006 - January 2014
Raymond James Financial Inc. 2003 - 2006
Raymond James Financial Inc. 1999 - 2003
Morgan Stanley Dean Witter 1998 - 1999
Merrill Lynch August 1996 - November 1997
United States Air Force May 1990 - January 1995
Skills
401k, Deferred Compensation, Defined Benefit, Pensions, Series 63, Mutual Funds, Series 7, Profit Sharing, Employee Benefits, ESOP, Plan Design, Annuities, Series 66
Education
University of South Florida - College of Business Administration 1995 — 1997
Bachelor's degree, Finance and Financial Management Services
Principal Financial Group January 2014 - Present
Principal Financial Group February 2006 - January 2014
Raymond James Financial Inc. 2003 - 2006
Raymond James Financial Inc. 1999 - 2003
Morgan Stanley Dean Witter 1998 - 1999
Merrill Lynch August 1996 - November 1997
United States Air Force May 1990 - January 1995
Skills
401k, Deferred Compensation, Defined Benefit, Pensions, Series 63, Mutual Funds, Series 7, Profit Sharing, Employee Benefits, ESOP, Plan Design, Annuities, Series 66
Education
University of South Florida - College of Business Administration 1995 — 1997
Bachelor's degree, Finance and Financial Management Services
David S. Carter David S. Carter's Principal Financial Group Experience January 1999 - December 1999
Job Financial Services Professional; Customer Sales and Support
Industry Financial Services
Experience
MoonGlow Writing Studios March 1998 - Present
Busch Gardens 2013 - 2014
Borders November 2008 - December 2008
Mass Mutual Life Insurance Company 1999 - 2003
Principal Financial Group January 1999 - December 1999
Benefits 2000 1998 - 1999
New England Financial 1993 - 1998
US Army July 1962 - July 1965
Skills
Insurance, Health Insurance, Licensed Life & Health..., Disability Insurance, Fixed Annuities, Variable Annuities, IRAs, 401k, Creative Writing, Poetry, Customer Service, Direct Sales, Relationship Management, Strategic Financial...
Education
University of South Florida 1968 — 1969
Bachelor of Arts (B.A.), Psychology/English
Murray State University Kentucky
MoonGlow Writing Studios March 1998 - Present
Busch Gardens 2013 - 2014
Borders November 2008 - December 2008
Mass Mutual Life Insurance Company 1999 - 2003
Principal Financial Group January 1999 - December 1999
Benefits 2000 1998 - 1999
New England Financial 1993 - 1998
US Army July 1962 - July 1965
Skills
Insurance, Health Insurance, Licensed Life & Health..., Disability Insurance, Fixed Annuities, Variable Annuities, IRAs, 401k, Creative Writing, Poetry, Customer Service, Direct Sales, Relationship Management, Strategic Financial...
Education
University of South Florida 1968 — 1969
Bachelor of Arts (B.A.), Psychology/English
Murray State University Kentucky
Christian Serock Christian Serock's Principal Financial Group Experience July 2001 - Present
Job Retirement Plan Professional / Account Executive Director for the Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group July 2001 - Present
RBC Centura Securities November 1994 - July 2001
Skills
401k, Retirement Planning, Retirement, Employee Benefits, IRAs, Defined Benefit, Insurance
Education
University of South Carolina-Columbia
BA, Communications/Broadcast Journalism
Principal Financial Group July 2001 - Present
RBC Centura Securities November 1994 - July 2001
Skills
401k, Retirement Planning, Retirement, Employee Benefits, IRAs, Defined Benefit, Insurance
Education
University of South Carolina-Columbia
BA, Communications/Broadcast Journalism
Josh Goslinga's Principal Financial Group Experience October 2007 - May 2012
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones May 2012 - Present
JKG Farms, Inc January 2012 - Present
Principal Financial Group October 2007 - May 2012
Wells Fargo Financial Bank May 2006 - September 2007
Education
University of Sioux Falls 2003 — 2007
BA, Business Administration
Edward Jones May 2012 - Present
JKG Farms, Inc January 2012 - Present
Principal Financial Group October 2007 - May 2012
Wells Fargo Financial Bank May 2006 - September 2007
Education
University of Sioux Falls 2003 — 2007
BA, Business Administration
Donn Beam's Principal Financial Group Experience March 2014 - Present
Job Registered Representative at Principal Financial Group Partner at G3 Giving / Business Consultant at TelaMedPlus
Industry Financial Services
Experience
TelaMedPlus July 2015 - Present
Principal Financial Group March 2014 - Present
G3 Giving July 2012 - Present
CNL Securities Corp. February 2008 - June 2012
US Advisors March 2005 - February 2008
Delta Air Lines September 1978 - October 2003
Donn Richards Salons, Inc. January 1996 - January 2003
XFL Orlando Rage Football Team January 2000 - December 2001
National Football League December 1990 - February 2000
Skills
Alternative Investments, Series 7, Series 63, Training, Management, Investments, Asset Allocation, Sales, Customer Service, Financial Advisory, Real Estate, Securities, Sales Management, Private Equity, Salesforce.com, Capital Markets, New Business Development, Real Estate License, Leadership, Finance, Licensed Life & Health..., Investment Advisory, Sales Operations, Start-ups, Marketing Strategy, Financial Services
Education
University of Southern California
TelaMedPlus July 2015 - Present
Principal Financial Group March 2014 - Present
G3 Giving July 2012 - Present
CNL Securities Corp. February 2008 - June 2012
US Advisors March 2005 - February 2008
Delta Air Lines September 1978 - October 2003
Donn Richards Salons, Inc. January 1996 - January 2003
XFL Orlando Rage Football Team January 2000 - December 2001
National Football League December 1990 - February 2000
Skills
Alternative Investments, Series 7, Series 63, Training, Management, Investments, Asset Allocation, Sales, Customer Service, Financial Advisory, Real Estate, Securities, Sales Management, Private Equity, Salesforce.com, Capital Markets, New Business Development, Real Estate License, Leadership, Finance, Licensed Life & Health..., Investment Advisory, Sales Operations, Start-ups, Marketing Strategy, Financial Services
Education
University of Southern California
Bota Yi's Principal Financial Group Experience January 2015 - Present
Job Financial Services Representative
Industry Financial Services
Experience
Principal Financial Group January 2015 - Present
Yi Financial Services January 2010 - December 2014
Park Avenue Securities January 2010 - December 2014
MassMutual January 2005 - December 2009
Skills
Retirement Planning, Business Continuation..., IRAs, College Funding..., Survivor Income, Estate Planning
Education
University of South Florida 2000 — 2004
Business, Finance
Principal Financial Group January 2015 - Present
Yi Financial Services January 2010 - December 2014
Park Avenue Securities January 2010 - December 2014
MassMutual January 2005 - December 2009
Skills
Retirement Planning, Business Continuation..., IRAs, College Funding..., Survivor Income, Estate Planning
Education
University of South Florida 2000 — 2004
Business, Finance
Christian A. Schaffner's Principal Financial Group Experience October 2005 - August 2009
Job Investment Analyst
Industry Financial Services
Experience
LCG Associates January 2011 - Present
Penn Mutual August 2009 - December 2010
Principal Financial Group October 2005 - August 2009
Knight Investment & Management November 2007 - February 2009
US-Taiwan Business Council August 2004 - December 2004
Education
Mercer University - Eugene W. Stetson School of Business and Economics 2005 — 2007
MBA, Finance
University of South Carolina-Columbia 1999 — 2003
BA, Economics, Government and International Studies
LCG Associates January 2011 - Present
Penn Mutual August 2009 - December 2010
Principal Financial Group October 2005 - August 2009
Knight Investment & Management November 2007 - February 2009
US-Taiwan Business Council August 2004 - December 2004
Education
Mercer University - Eugene W. Stetson School of Business and Economics 2005 — 2007
MBA, Finance
University of South Carolina-Columbia 1999 — 2003
BA, Economics, Government and International Studies
Danielle Boettcher's Principal Financial Group Experience October 2008 - May 2011
Job Sales Specialist at Lincoln Financial Group
Industry Insurance
Experience
Lincoln Financial Group June 2011 - Present
Principal Financial Group October 2008 - May 2011
Capital Pacific Homes May 2007 - October 2008
Renewal by Andersen 2006 - 2007
Renewal by Andersen 2004 - 2006
Phil Long Dealerships 2002 - 2004
Skills
Sales, Employee Benefits, Voluntary Employee..., Case Management, Disability Insurance, Life Insurance, Field Marketing, Customer Service
Education
University of Puget Sound
Lincoln Financial Group June 2011 - Present
Principal Financial Group October 2008 - May 2011
Capital Pacific Homes May 2007 - October 2008
Renewal by Andersen 2006 - 2007
Renewal by Andersen 2004 - 2006
Phil Long Dealerships 2002 - 2004
Skills
Sales, Employee Benefits, Voluntary Employee..., Case Management, Disability Insurance, Life Insurance, Field Marketing, Customer Service
Education
University of Puget Sound
Heather Holt's Principal Financial Group Experience May 1999 - July 2003
Job Benefit Coordinator at UCI Medical Affiliates
Industry Human Resources
Experience
UCI Medical Affiliates December 2013 - Present
Sonoco Products Company - Hartsville, SC September 2007 - December 2013
Solectron Corporation (Flextronics International) July 2003 - September 2007
Principal Financial Group May 1999 - July 2003
Skills
Employee Benefits, Benefits Administration, HRIS, PeopleSoft, Human Resources, Deferred Compensation, Defined Benefit, Vendor Management, Account Management, Strategic Planning, Team Building, Insurance, Management, Leadership, Retirement, Payroll, Strategy
Education
University of South Carolina-Columbia 1994 — 1999
Communication, Journalism, and Related Programs
Lafayette High School 1990 — 1994
High School Diploma
UCI Medical Affiliates December 2013 - Present
Sonoco Products Company - Hartsville, SC September 2007 - December 2013
Solectron Corporation (Flextronics International) July 2003 - September 2007
Principal Financial Group May 1999 - July 2003
Skills
Employee Benefits, Benefits Administration, HRIS, PeopleSoft, Human Resources, Deferred Compensation, Defined Benefit, Vendor Management, Account Management, Strategic Planning, Team Building, Insurance, Management, Leadership, Retirement, Payroll, Strategy
Education
University of South Carolina-Columbia 1994 — 1999
Communication, Journalism, and Related Programs
Lafayette High School 1990 — 1994
High School Diploma
Asad Syed's Principal Financial Group Experience October 2005 - Present
Job Business Analyst at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group October 2005 - Present
Principal Global Investors 2005 - 2007
Zelcor 1999 - 2004
Skills
Business Analysis, SDLC, Investments, Business Requirements, Requirements Gathering, Analysis, Business Process, Fixed Income, Requirements Analysis, Risk Management, SharePoint, Software Project..., User Acceptance Testing, Visio, Vendor Management, Waterfall, PMO, Business Process..., Process Improvement, Resource Management
Education
University of South Alabama 1994 — 1998
Bachelor of Science (BS), Accounting and Computer Science
Sir Syed College, Wah Cantt 1980 — 1998
HSSC, Engineering
Principal Financial Group October 2005 - Present
Principal Global Investors 2005 - 2007
Zelcor 1999 - 2004
Skills
Business Analysis, SDLC, Investments, Business Requirements, Requirements Gathering, Analysis, Business Process, Fixed Income, Requirements Analysis, Risk Management, SharePoint, Software Project..., User Acceptance Testing, Visio, Vendor Management, Waterfall, PMO, Business Process..., Process Improvement, Resource Management
Education
University of South Alabama 1994 — 1998
Bachelor of Science (BS), Accounting and Computer Science
Sir Syed College, Wah Cantt 1980 — 1998
HSSC, Engineering
Han Chen MBA, CFA's Principal Financial Group Experience October 2008 - Present
Job Senior Financial Services Representative at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group October 2008 - Present
Wachovia Securities February 2001 - October 2008
American Express October 1998 - February 2001
Education
Chartered Financial Analyst
CFA
University of Rochester - Simon Business School 1992 — 1994
Principal Financial Group October 2008 - Present
Wachovia Securities February 2001 - October 2008
American Express October 1998 - February 2001
Education
Chartered Financial Analyst
CFA
University of Rochester - Simon Business School 1992 — 1994
Montique Williams's Principal Financial Group Experience January 2009 - 2009
Job Director of Financial Services at Catholic Health
Industry Financial Services
Experience
Catholic Health System October 2014 - Present
Medaille College May 2015 - Present
Kaleida Health March 2013 - October 2014
Kaleida Health August 2009 - March 2013
Principal Financial Group January 2009 - 2009
Key Bank November 2005 - January 2008
M&T Bank March 2004 - November 2005
M&T Bank February 2003 - March 2004
M&T Bank June 2001 - February 2003
M&T Bank September 1999 - June 2001
Skills
Leadership, EMR, Risk Management, Management, Investments, Financial Analysis, Insurance, Asset Management, Healthcare, Strategic Planning, Finance, Asset Managment, Process Improvement, Strategy, Business Analysis, Management Consulting, Financial Modeling, Cross-functional..., Cross-functional Team..., Executive Management, Senior Executive...
Education
University of Rochester 2004 — 2006
Master of Business Administration (M.B.A.), Finance - Simon Graduate School of Business
Catholic Health System October 2014 - Present
Medaille College May 2015 - Present
Kaleida Health March 2013 - October 2014
Kaleida Health August 2009 - March 2013
Principal Financial Group January 2009 - 2009
Key Bank November 2005 - January 2008
M&T Bank March 2004 - November 2005
M&T Bank February 2003 - March 2004
M&T Bank June 2001 - February 2003
M&T Bank September 1999 - June 2001
Skills
Leadership, EMR, Risk Management, Management, Investments, Financial Analysis, Insurance, Asset Management, Healthcare, Strategic Planning, Finance, Asset Managment, Process Improvement, Strategy, Business Analysis, Management Consulting, Financial Modeling, Cross-functional..., Cross-functional Team..., Executive Management, Senior Executive...
Education
University of Rochester 2004 — 2006
Master of Business Administration (M.B.A.), Finance - Simon Graduate School of Business
Bill (George William Ott, III) Ott's Principal Financial Group Experience May 2012 - Present
Job Investment Adviser Representative
Industry Investment Management
Experience
Principal Financial Group May 2012 - Present
American - Sino Consulting December 2010 - May 2012
BNY Mellon May 2008 - December 2010
Wedbush Securities October 2004 - May 2008
City National Bank August 2002 - October 2004
A.G. Edwards & Sons, Inc. August 1996 - August 2002
Merrill Lynch May 1993 - August 1996
Crowell, Weedon & Co. January 1987 - May 1993
Dean Witter Reynolds Inc. August 1984 - January 1987
KPMG August 1982 - August 1984
Skills
Investments, Financial Services, Finance, Retirement, Management Consulting, Investment Management, Consulting, Wealth Management..., Nonprofits, Series 7, Asset Allocation, Series 63
Education
University of Southern California
BS, Business Administration
Principal Financial Group May 2012 - Present
American - Sino Consulting December 2010 - May 2012
BNY Mellon May 2008 - December 2010
Wedbush Securities October 2004 - May 2008
City National Bank August 2002 - October 2004
A.G. Edwards & Sons, Inc. August 1996 - August 2002
Merrill Lynch May 1993 - August 1996
Crowell, Weedon & Co. January 1987 - May 1993
Dean Witter Reynolds Inc. August 1984 - January 1987
KPMG August 1982 - August 1984
Skills
Investments, Financial Services, Finance, Retirement, Management Consulting, Investment Management, Consulting, Wealth Management..., Nonprofits, Series 7, Asset Allocation, Series 63
Education
University of Southern California
BS, Business Administration
Damon Gardner's Principal Financial Group Experience September 2006 - October 2006
Job Security & Network Manager at se²
Industry Financial Services
Experience
se² June 2015 - Present
se² February 2015 - June 2015
Athene Annuity & Life Assurance Company November 2012 - February 2015
Aviva USA June 2011 - November 2012
Kum & Go August 2009 - May 2011
TPI October 2006 - August 2009
Principal Financial Group September 2006 - October 2006
Equity Residential March 2004 - August 2006
Stream December 2001 - March 2004
Skills
ITIL, Budgeting, VMware, Purchasing, Security, SQL Server, Cisco, Active Directory, Disaster Recovery, Vendor Management, Customer Relations, IT Management, Risk Management, Strategic Planning, Compliance, Change Management, Network Security, Process Improvement, SQL, SOX, Team Building, Windows, IT Strategy, IT Governance, Virtualization, Firewalls, IT Operations, SharePoint, Java, Process Engineering, IT Service Management, Budgets, Sarbanes-Oxley Act, Customer Service, Troubleshooting, Microsoft Exchange, Microsoft SQL Server, Information Technology, Cisco Technologies
Education
Upper Iowa University 2008 — 2011
BS, Technology, Finance
University of South Florida 1999 — 2001
se² June 2015 - Present
se² February 2015 - June 2015
Athene Annuity & Life Assurance Company November 2012 - February 2015
Aviva USA June 2011 - November 2012
Kum & Go August 2009 - May 2011
TPI October 2006 - August 2009
Principal Financial Group September 2006 - October 2006
Equity Residential March 2004 - August 2006
Stream December 2001 - March 2004
Skills
ITIL, Budgeting, VMware, Purchasing, Security, SQL Server, Cisco, Active Directory, Disaster Recovery, Vendor Management, Customer Relations, IT Management, Risk Management, Strategic Planning, Compliance, Change Management, Network Security, Process Improvement, SQL, SOX, Team Building, Windows, IT Strategy, IT Governance, Virtualization, Firewalls, IT Operations, SharePoint, Java, Process Engineering, IT Service Management, Budgets, Sarbanes-Oxley Act, Customer Service, Troubleshooting, Microsoft Exchange, Microsoft SQL Server, Information Technology, Cisco Technologies
Education
Upper Iowa University 2008 — 2011
BS, Technology, Finance
University of South Florida 1999 — 2001
Dan Toomey, QKA's Principal Financial Group Experience September 2007 - June 2010
Job Manager, Retirement Benefits at TriNet
Industry Financial Services
Experience
TriNet August 2011 - Present
Employee Fiduciary Corporation June 2010 - August 2011
Principal Financial Group September 2007 - June 2010
Trusource (Union Bank of CA) April 2006 - August 2007
Ceridian Retirement Plan Services February 2005 - April 2006
Ceridian Retirement Plan Services May 2002 - February 2005
PFPC March 2000 - April 2002
PFPC 1999 - 2000
Nova ICI 1994 - 1997
Skills
Customer Relations, Retirement, Pensions, Series 7, Compliance
Education
University of Rochester 1990 — 1994
B.A., English
Boston College High School 1987 — 1994
TriNet August 2011 - Present
Employee Fiduciary Corporation June 2010 - August 2011
Principal Financial Group September 2007 - June 2010
Trusource (Union Bank of CA) April 2006 - August 2007
Ceridian Retirement Plan Services February 2005 - April 2006
Ceridian Retirement Plan Services May 2002 - February 2005
PFPC March 2000 - April 2002
PFPC 1999 - 2000
Nova ICI 1994 - 1997
Skills
Customer Relations, Retirement, Pensions, Series 7, Compliance
Education
University of Rochester 1990 — 1994
B.A., English
Boston College High School 1987 — 1994
Curtis Gomes's Principal Financial Group Experience February 2007 - Present
Job IT Leader AnalystSr
Industry Information Technology and Services
Experience
Principal Financial Group February 2007 - Present
William Penn University May 2004 - February 2007
Skills
SharePoint, Troubleshooting, Disaster Recovery, Visio, SQL, Business Requirements, Requirements Gathering, Requirements Analysis, Vendor Management, Windows Server, Microsoft SQL Server, Team Leadership, Office 365, Cloud Applications, Leadership, Team Building, Lync 2013, Personal Coaching, Personal Development, Strategic Planning, Peer Mentoring, Professional Mentoring
Education
University of Phoenix 2004 — 2006
MISM, Information Systems Management
WIlliam Penn University 1999 — 2004
BA, Computer Science
Principal Financial Group February 2007 - Present
William Penn University May 2004 - February 2007
Skills
SharePoint, Troubleshooting, Disaster Recovery, Visio, SQL, Business Requirements, Requirements Gathering, Requirements Analysis, Vendor Management, Windows Server, Microsoft SQL Server, Team Leadership, Office 365, Cloud Applications, Leadership, Team Building, Lync 2013, Personal Coaching, Personal Development, Strategic Planning, Peer Mentoring, Professional Mentoring
Education
University of Phoenix 2004 — 2006
MISM, Information Systems Management
WIlliam Penn University 1999 — 2004
BA, Computer Science
Chris Calos's Principal Financial Group Experience June 2006 - October 2010
Job SVP National Sales USAble Life
Industry Insurance
Experience
Life and Specialty Ventures, LLC September 2014 - Present
Humana December 2012 - August 2014
The Guardian Life Insurance Company of America November 2010 - October 2012
Principal Financial Group June 2006 - October 2010
AIG American General June 2005 - June 2006
Assurant Employee Benefits December 2001 - May 2005
Protective Life June 1987 - December 2001
Unum May 1983 - May 1987
Skills
Insurance, Health Insurance, Healthcare, Health Savings Accounts, HIPAA, Strategic Planning, Call Center, Health Care Reform, Account Management, Change Management, Sales Organization..., Voluntary Employee..., Team Building, Leadership, Sales, Management, Selling, Sales Management, Business Development, Negotiation, New Business Development, Contract Negotiation, Pricing, Strategy, Executive Management, Leadership Development, Sales Operations, Sales Process, Call Centers, Group Insurance
Education
University of South Florida - College of Business Administration 1979 — 1983
BA Marketing
Life and Specialty Ventures, LLC September 2014 - Present
Humana December 2012 - August 2014
The Guardian Life Insurance Company of America November 2010 - October 2012
Principal Financial Group June 2006 - October 2010
AIG American General June 2005 - June 2006
Assurant Employee Benefits December 2001 - May 2005
Protective Life June 1987 - December 2001
Unum May 1983 - May 1987
Skills
Insurance, Health Insurance, Healthcare, Health Savings Accounts, HIPAA, Strategic Planning, Call Center, Health Care Reform, Account Management, Change Management, Sales Organization..., Voluntary Employee..., Team Building, Leadership, Sales, Management, Selling, Sales Management, Business Development, Negotiation, New Business Development, Contract Negotiation, Pricing, Strategy, Executive Management, Leadership Development, Sales Operations, Sales Process, Call Centers, Group Insurance
Education
University of South Florida - College of Business Administration 1979 — 1983
BA Marketing
Nilesh Sangpal's Principal Financial Group Experience 2012 - Present
Job Workday Consultant at Time Warner Inc.
Industry Information Technology and Services
Experience
L&T Infotech Workday ConsultantTime Warner Inc.November 2013 - Present
Principal Financial Group 2012 - Present
Nuon July 2011 - Present
Lehman Brothers 2008 - Present
Skills
Requirements Analysis, PeopleTools, PeopleCode, SQR, PeopleSoft, SDLC, Requirements Gathering, PL/SQL, Oracle, Workday
Education
University of Pune 2000 — 2004
BE, C.S.
L&T Infotech Workday ConsultantTime Warner Inc.November 2013 - Present
Principal Financial Group 2012 - Present
Nuon July 2011 - Present
Lehman Brothers 2008 - Present
Skills
Requirements Analysis, PeopleTools, PeopleCode, SQR, PeopleSoft, SDLC, Requirements Gathering, PL/SQL, Oracle, Workday
Education
University of Pune 2000 — 2004
BE, C.S.
Irv Wiese's Principal Financial Group Experience 1993 - 2015
Job MW Group
Industry Insurance
Experience
MW Group 1993 - Present
MW Group 1985 - Present
Principal Financial Group 1993 - 2015
Principal Financial Group 1993 - 2015
NAIFA Midlands 1987 - 2015
Skills
Life Insurance, Insurance, Long Term Care Insurance, Term Life Insurance, Health Insurance, Long-term Care, Fixed Annuities, Instructor Certified, Healthcare exchange...
Education
University of South Carolina - Darla Moore School of Business 1982 — 1985
MBA, Business Administration
The American College 1987 — 1989
CLU, ChFC, Insurance and Risk Management
Institute of Fraud Risk Management 2009 — 2009
Certified IDT Risk Management Specialist
MW Group 1993 - Present
MW Group 1985 - Present
Principal Financial Group 1993 - 2015
Principal Financial Group 1993 - 2015
NAIFA Midlands 1987 - 2015
Skills
Life Insurance, Insurance, Long Term Care Insurance, Term Life Insurance, Health Insurance, Long-term Care, Fixed Annuities, Instructor Certified, Healthcare exchange...
Education
University of South Carolina - Darla Moore School of Business 1982 — 1985
MBA, Business Administration
The American College 1987 — 1989
CLU, ChFC, Insurance and Risk Management
Institute of Fraud Risk Management 2009 — 2009
Certified IDT Risk Management Specialist
Chris Joyner's Principal Financial Group Experience January 2007 - September 2007
Job Principal at Golub Group LLC
Industry Financial Services
Experience
The Golub Group LLC October 2012 - Present
Grassi Investment Management March 2010 - October 2012
AXA Equitable January 2008 - December 2008
Principal Financial Group January 2007 - September 2007
Skills
Wealth Management, Investments, Retirement Planning, FINRA, Mutual Funds, Sales, Fixed Annuities, Securities, Retirement, Asset Allocation, Strategic Financial..., Investment Advisory, E Clampus Vitus
Education
University of San Diego 1982 — 1994
MBA, Business
The Golub Group LLC October 2012 - Present
Grassi Investment Management March 2010 - October 2012
AXA Equitable January 2008 - December 2008
Principal Financial Group January 2007 - September 2007
Skills
Wealth Management, Investments, Retirement Planning, FINRA, Mutual Funds, Sales, Fixed Annuities, Securities, Retirement, Asset Allocation, Strategic Financial..., Investment Advisory, E Clampus Vitus
Education
University of San Diego 1982 — 1994
MBA, Business
Elsa Conradie's Principal Financial Group Experience October 2000 - February 2002
Job IT Project Manager
Industry Insurance
Experience
Nationwide Insurance March 2008 - Present
Apple October 2008 - July 2015
Nationwide Insurance July 2002 - March 2008
Principal Financial Group October 2000 - February 2002
Absa January 1998 - July 2000
Nedbank September 1995 - December 1997
South African Breweries January 1980 - May 1983
Skills
SDLC, Insurance, Risk Management, Project Management, Conflict Management, Relationship Management, Team Building, Financial Risk..., Financial Management..., Change Management, Decision Making, Collaborative..., Mortgage Banking, IT Relationship..., Peer Mentoring, Team Mentoring, Coaching & Mentoring, Agile Methodologies, Software Development, Leadership, Analysis, Management, Project Delivery, Information Technology, Enterprise Software, DB2, Mentoring, Infrastructure
Education
University of Phoenix 2005 — 2007
Master of Business Administration (MBA), Business Administration and Management, General
Randse Afrikaanse Universiteit, Johannesburg, South Africa 1991 — 1995
Law Degree (BProc), Law
Nationwide Insurance March 2008 - Present
Apple October 2008 - July 2015
Nationwide Insurance July 2002 - March 2008
Principal Financial Group October 2000 - February 2002
Absa January 1998 - July 2000
Nedbank September 1995 - December 1997
South African Breweries January 1980 - May 1983
Skills
SDLC, Insurance, Risk Management, Project Management, Conflict Management, Relationship Management, Team Building, Financial Risk..., Financial Management..., Change Management, Decision Making, Collaborative..., Mortgage Banking, IT Relationship..., Peer Mentoring, Team Mentoring, Coaching & Mentoring, Agile Methodologies, Software Development, Leadership, Analysis, Management, Project Delivery, Information Technology, Enterprise Software, DB2, Mentoring, Infrastructure
Education
University of Phoenix 2005 — 2007
Master of Business Administration (MBA), Business Administration and Management, General
Randse Afrikaanse Universiteit, Johannesburg, South Africa 1991 — 1995
Law Degree (BProc), Law
Carlos Mickan's Principal Financial Group Experience 1999 - 2005
Job Vice Chairman of the Board and CFO at PanAmerican Life Insurance Group
Industry Insurance
Experience
Pan-American Life Insurance Group May 2015 - Present
Pan-American Life Insurance Group June 2005 - Present
Principal Financial Group 1999 - 2005
Education
University of South Carolina - Darla Moore School of Business 1983 — 1985
IMBA - International Business
Pan-American Life Insurance Group May 2015 - Present
Pan-American Life Insurance Group June 2005 - Present
Principal Financial Group 1999 - 2005
Education
University of South Carolina - Darla Moore School of Business 1983 — 1985
IMBA - International Business
Ann Konrad's Principal Financial Group Experience 1995 - Present
Job Regional Retirement Specialist for Pacific Northwest/Sr. Account Executive/Princor Registered Rep.
Industry Insurance
Experience
Principal Financial Group 1995 - Present
Skills
401k, Defined Benefit, 403 b, Non-Qualified Deferred...
Education
University of South Florida 1969 — 1973
BA, Special Education, Communication
Principal Financial Group 1995 - Present
Skills
401k, Defined Benefit, 403 b, Non-Qualified Deferred...
Education
University of South Florida 1969 — 1973
BA, Special Education, Communication
Richard Wellons's Principal Financial Group Experience October 2011 - Present
Job Senior Annuity Specialist at DS Drelich & Associates
Industry Financial Services
Experience
DS Drelich & Associates March 2014 - Present
Principal Financial Group October 2011 - Present
Bank of America March 2007 - January 2010
Century Senior Services January 2000 - March 2007
Principal Financial Group January 1993 - January 2000
U.S. Navy February 1984 - September 1992
Skills
Term Life Insurance, Investments, Fixed Annuities, Financial Services, Life Insurance, Mutual Funds, Retirement, Employee Benefits, Retirement Planning, Health Insurance, Insurance, Disability Insurance
Education
Webster University 1990 — 1992
Human Resources Management/Personnel Administration, General
University of South Carolina-Columbia 1977 — 1980
Bachelor of Science (BS) Business Administration, Marketing/Marketing Management, General
University of South Carolina (Coastal Campus) 1975 — 1977
B.S. in Business Administration, Marketing/Marketing Management, General
DS Drelich & Associates March 2014 - Present
Principal Financial Group October 2011 - Present
Bank of America March 2007 - January 2010
Century Senior Services January 2000 - March 2007
Principal Financial Group January 1993 - January 2000
U.S. Navy February 1984 - September 1992
Skills
Term Life Insurance, Investments, Fixed Annuities, Financial Services, Life Insurance, Mutual Funds, Retirement, Employee Benefits, Retirement Planning, Health Insurance, Insurance, Disability Insurance
Education
Webster University 1990 — 1992
Human Resources Management/Personnel Administration, General
University of South Carolina-Columbia 1977 — 1980
Bachelor of Science (BS) Business Administration, Marketing/Marketing Management, General
University of South Carolina (Coastal Campus) 1975 — 1977
B.S. in Business Administration, Marketing/Marketing Management, General
Rick Wellons's Principal Financial Group Experience January 1993 - December 1999
Job Sales Associate
Industry Consumer Services
Experience
EXCEED LLC,LLC. April 2010 - Present
Merrill Lynch March 2007 - February 2010
Century Senior Services January 2000 - March 2007
Principal Financial Group January 1993 - December 1999
US Navy February 1984 - September 1992
Cocal Cola USA January 1980 - December 1983
Education
Webster University 1989 — 1991
no, Human resources
University of South Carolina-Columbia 1975 — 1980
B.S., Marketing/ Management
EXCEED LLC,LLC. April 2010 - Present
Merrill Lynch March 2007 - February 2010
Century Senior Services January 2000 - March 2007
Principal Financial Group January 1993 - December 1999
US Navy February 1984 - September 1992
Cocal Cola USA January 1980 - December 1983
Education
Webster University 1989 — 1991
no, Human resources
University of South Carolina-Columbia 1975 — 1980
B.S., Marketing/ Management
Barry Myers's Principal Financial Group Experience 1997 - 2002
Job Institutional Wealth Advisor, SVP, Retirement Plan and Foundation & Endowment Sales at First Citizens Bank
Industry Financial Services
Experience
First Citizens Bank & Trust of South Carolina April 2003 - Present
Principal Financial Group 1997 - 2002
Skills
Series 7, Wealth Management, CFP, Retirement
Education
Univeristy of Iowa
University of South Carolina-Columbia
First Citizens Bank & Trust of South Carolina April 2003 - Present
Principal Financial Group 1997 - 2002
Skills
Series 7, Wealth Management, CFP, Retirement
Education
Univeristy of Iowa
University of South Carolina-Columbia
Jose Robinson's Principal Financial Group Experience July 2007 - Present
Job Help desk Analyst/Proposal specialist at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group July 2007 - Present
Prometric January 2002 - July 2007
United States Air Force March 1996 - August 2002
Skills
JavaScript, Unix, XML
Education
University of Phoenix
Bachelor of Science, Information Technology
Principal Financial Group July 2007 - Present
Prometric January 2002 - July 2007
United States Air Force March 1996 - August 2002
Skills
JavaScript, Unix, XML
Education
University of Phoenix
Bachelor of Science, Information Technology
Gary Backos's Principal Financial Group Experience February 1998 - Present
Job Financial Advisor at Principal Financial Group and Enrolled Agent for Tax Preparation
Industry
Experience
Principal Financial Group February 1998 - Present
Gary Backos, E.A. 1990 - Present
Education
AD BANKER 1997 — 1998
Insurance and Securities License, Insurance and Securities, A
University of Pittsburgh 1968 — 1973
Master's Degree, Forensic Chemistry, A
Principal Financial Group February 1998 - Present
Gary Backos, E.A. 1990 - Present
Education
AD BANKER 1997 — 1998
Insurance and Securities License, Insurance and Securities, A
University of Pittsburgh 1968 — 1973
Master's Degree, Forensic Chemistry, A
Amanda Alamo's Principal Financial Group Experience January 1999 - August 2000
Job Auto Adjuster III at USAA
Industry Insurance
Experience
USAA October 2012 - Present
Richard Benjamin Wilkes, PA October 2010 - September 2012
Carlson, Meissner, Hart & Hayslett, P.A. 2006 - 2010
Allstate 2001 - 2005
Curtis/GlenChem Corporation. 1998 - 2001
Principal Financial Group January 1999 - August 2000
Skills
Research, Legal Assistance, Administrative..., Courts, Intellectual Property, Data Entry, Filing, File Management, Microsoft Excel, Office Management, Administrative Work, Invoicing, Document Review, Claims Handling, Recorded Statements, Claim, Property & Casualty..., Subrogation, Insurance Adjusting, Liability, Claims Investigations, Claim Investigation, Automobile Accidents, Claims Resolution, Clerical Work, Calendaring, Insurance
Education
St. Petersburg College 2005 — 2007
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies
University of South Florida
Criminology
USAA October 2012 - Present
Richard Benjamin Wilkes, PA October 2010 - September 2012
Carlson, Meissner, Hart & Hayslett, P.A. 2006 - 2010
Allstate 2001 - 2005
Curtis/GlenChem Corporation. 1998 - 2001
Principal Financial Group January 1999 - August 2000
Skills
Research, Legal Assistance, Administrative..., Courts, Intellectual Property, Data Entry, Filing, File Management, Microsoft Excel, Office Management, Administrative Work, Invoicing, Document Review, Claims Handling, Recorded Statements, Claim, Property & Casualty..., Subrogation, Insurance Adjusting, Liability, Claims Investigations, Claim Investigation, Automobile Accidents, Claims Resolution, Clerical Work, Calendaring, Insurance
Education
St. Petersburg College 2005 — 2007
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies
University of South Florida
Criminology
The Principal Financial Group
BTG Pactual
HuaTai Securities Co.,Ltd.
Guosen Securities
PFG
Principal Financial
Principle
Fubon Financial Holdings