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
Jen Degen Kukis Jen Degen Kukis's Principal Financial Group Experience October 2001 - June 2009
Job Financial Services Sales Professional
Industry Financial Services
Experience
Principal Financial Group October 2001 - June 2009
WM Group of Funds January 2005 - December 2006
Wells Fargo Securities June 1998 - September 2001
Wells Fargo 1996 - 1998
Skills
Investments, Financial Advisory, Series 7, Retirement Planning, Mutual Funds, Marketing, 401k, Sales Management, Marketing Strategy, Hedge Funds, Sales
Education
California State University-Sacramento
B.A., Government
Principal Financial Group October 2001 - June 2009
WM Group of Funds January 2005 - December 2006
Wells Fargo Securities June 1998 - September 2001
Wells Fargo 1996 - 1998
Skills
Investments, Financial Advisory, Series 7, Retirement Planning, Mutual Funds, Marketing, 401k, Sales Management, Marketing Strategy, Hedge Funds, Sales
Education
California State University-Sacramento
B.A., Government
Ernesto J Saborio Ernesto J Saborio's Principal Financial Group Experience March 2015 - Present
Job Financial Services Representative, Princor Registered Representative
Industry Financial Services
Experience
Principal Financial Group March 2015 - Present
University Work. 2006 - March 2015
SABDAR Educational Services January 2005 - March 2015
Keiser University October 2014 - 2015
ITT Technical Institute August 2006 - August 2013
University Work 2001 - 2013
Kaplan University October 2004 - January 2009
Miami Dade Community College 2002 - 2004
Cargo Service Center 1999 - 2001
Acer 1997 - 1999
Skills
Financial Needs..., Income Protection, Informal Business..., Executive Business..., Business Continuation..., Business Overhead..., Buy-sell Agreements, Buy-Sell Review, Key Person Insurance, Survivor Income, Salary Continuation, Retirement Planning, Wellness Programs, Wealth Accumulation, College Funding..., Tax-Deferred Savings, Charitable Giving, Deferred Compensation..., Split Dollar Plans, Supplemntal Retirement..., Estate Planning, Series 6,7,63,65,66..., Disability Income..., Long-Term Care Insurance, Dental Insurance, 401(k), 403(b), SEP &..., Annuities (Variable &..., IRA (Traditional & Roth), Mutual Funds, Pension Plans, Term Life Insurance, Universal Life Insurance, Whole Life Insurance
Education
Capella University 2003 — 2007
PhD Candidate, Management, Organizational Behavior and Leadership
Florida International University - College of Business 1993 — 1997
MBA, International Business
California State University, Dominguez Hills 1994 — 1995
Master of Science (M.S.), Quality Management
University of Michigan 1981 — 1984
BSEE, Electrical Engineering
Principal Financial Group March 2015 - Present
University Work. 2006 - March 2015
SABDAR Educational Services January 2005 - March 2015
Keiser University October 2014 - 2015
ITT Technical Institute August 2006 - August 2013
University Work 2001 - 2013
Kaplan University October 2004 - January 2009
Miami Dade Community College 2002 - 2004
Cargo Service Center 1999 - 2001
Acer 1997 - 1999
Skills
Financial Needs..., Income Protection, Informal Business..., Executive Business..., Business Continuation..., Business Overhead..., Buy-sell Agreements, Buy-Sell Review, Key Person Insurance, Survivor Income, Salary Continuation, Retirement Planning, Wellness Programs, Wealth Accumulation, College Funding..., Tax-Deferred Savings, Charitable Giving, Deferred Compensation..., Split Dollar Plans, Supplemntal Retirement..., Estate Planning, Series 6,7,63,65,66..., Disability Income..., Long-Term Care Insurance, Dental Insurance, 401(k), 403(b), SEP &..., Annuities (Variable &..., IRA (Traditional & Roth), Mutual Funds, Pension Plans, Term Life Insurance, Universal Life Insurance, Whole Life Insurance
Education
Capella University 2003 — 2007
PhD Candidate, Management, Organizational Behavior and Leadership
Florida International University - College of Business 1993 — 1997
MBA, International Business
California State University, Dominguez Hills 1994 — 1995
Master of Science (M.S.), Quality Management
University of Michigan 1981 — 1984
BSEE, Electrical Engineering
Katie Mason Katie Mason's Principal Financial Group Experience June 2011 - September 2012
Job Senior Financial Analyst
Industry Financial Services
Experience
JPMorgan Chase & Co. March 2014 - July 2014
Marsh & McLennan Companies, Inc. September 2012 - December 2013
Principal Financial Group June 2011 - September 2012
Rees Associates September 2009 - 2011
Prior Experience August 2008 - September 2009
Skills
Financial Reporting, Financial Analysis, Accounting, Financial Accounting, Account Reconciliation, Debt Restructuring, General Ledger, GAAP, Internal Controls, Variance Analysis, Budgets, US GAAP, Forecasting, Financial Statements, Hyperion Enterprise, Investments, Strategic Financial..., Leadership, Managerial Finance, Tax, Restructuring, External Audit, Risk Management, Strategic Planning, Sarbanes-Oxley Act, Corporate Tax, QuickBooks, Cost Accounting, Microsoft Excel, Microsoft Office, CPA, Auditing, Customer Service, PeopleSoft, CMBS, Finance, Bookkeeping, Accounts Receivable, Process Improvement, Tax Preparation, Income Tax, Credit Risk, Accounts Payable, SEC filings, Payroll, Corporate Finance, Payroll Taxes, Bonds, Cash Flow, Internal Audit
Education
Iowa State University 2007 — 2008
Bachelors of Science, Accounting
California State University-Northridge 2005 — 2007
Accounting
JPMorgan Chase & Co. March 2014 - July 2014
Marsh & McLennan Companies, Inc. September 2012 - December 2013
Principal Financial Group June 2011 - September 2012
Rees Associates September 2009 - 2011
Prior Experience August 2008 - September 2009
Skills
Financial Reporting, Financial Analysis, Accounting, Financial Accounting, Account Reconciliation, Debt Restructuring, General Ledger, GAAP, Internal Controls, Variance Analysis, Budgets, US GAAP, Forecasting, Financial Statements, Hyperion Enterprise, Investments, Strategic Financial..., Leadership, Managerial Finance, Tax, Restructuring, External Audit, Risk Management, Strategic Planning, Sarbanes-Oxley Act, Corporate Tax, QuickBooks, Cost Accounting, Microsoft Excel, Microsoft Office, CPA, Auditing, Customer Service, PeopleSoft, CMBS, Finance, Bookkeeping, Accounts Receivable, Process Improvement, Tax Preparation, Income Tax, Credit Risk, Accounts Payable, SEC filings, Payroll, Corporate Finance, Payroll Taxes, Bonds, Cash Flow, Internal Audit
Education
Iowa State University 2007 — 2008
Bachelors of Science, Accounting
California State University-Northridge 2005 — 2007
Accounting
Dustin Wigington's Principal Financial Group Experience 2013 - Present
Job Princor Registered Representative / Financial Advisor
Industry Financial Services
Experience
Principal Financial Group 2013 - Present
Skills
Asset Allocation, Mutual Funds, Estate Planning, Income Protection, Survivor Income, 401 (k), 403 (b), SEP &..., Annuities (Variable and..., Business Continuation..., Business Overhead..., Buy-Sell Agreements, Buy-Sell Review, Charitable Giving, College Funding..., Deferred Compensation..., Dental Insurance, Disability Income..., Executive Benefits..., Financial Needs Analysis, Informal Business..., IRA's (Traditional and..., Key Person Insurance, Long-Term Care, Pension Funds, Salary Continuation, Series 6, 63, and 65..., Split Dollar Plans, Supplemental Retirement..., Tax-Deferred Savings, Term Life Insurance, Universal Life Insurance, Wellness Programs, Wealth Accumulation, Whole Life Insurance
Education
Cameron University 1990 — 1995
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Principal Financial Group 2013 - Present
Skills
Asset Allocation, Mutual Funds, Estate Planning, Income Protection, Survivor Income, 401 (k), 403 (b), SEP &..., Annuities (Variable and..., Business Continuation..., Business Overhead..., Buy-Sell Agreements, Buy-Sell Review, Charitable Giving, College Funding..., Deferred Compensation..., Dental Insurance, Disability Income..., Executive Benefits..., Financial Needs Analysis, Informal Business..., IRA's (Traditional and..., Key Person Insurance, Long-Term Care, Pension Funds, Salary Continuation, Series 6, 63, and 65..., Split Dollar Plans, Supplemental Retirement..., Tax-Deferred Savings, Term Life Insurance, Universal Life Insurance, Wellness Programs, Wealth Accumulation, Whole Life Insurance
Education
Cameron University 1990 — 1995
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Tom Clingan Tom Clingan's Principal Financial Group Experience September 2015 - Present
Job IT Team Lead at Principal Financial Group
Industry Computer Software
Experience
Principal Financial Group September 2015 - Present
Nationwide Insurance April 2012 - September 2015
LightEdge Solutions 2009 - April 2012
Enterprise Consulting 2001 - 2008
Dupont Pioneer 1996 - 2001
Skills
Team Leadership, Software Project..., SharePoint, Project Portfolio..., ITIL, Certified Project..., Team Management, Agile Project Management, Personnel Development, Certified Scrum Master..., Management, Project Management, Personal Development, SDLC, Leadership, Disaster Recovery, Team Building, Change Management, Vendor Management, Business Analysis, Process Improvement
Education
Drake University 1993 — 1995
MBA, Business Administration
Central College
BA, Business Management and Systems Management
Principal Financial Group September 2015 - Present
Nationwide Insurance April 2012 - September 2015
LightEdge Solutions 2009 - April 2012
Enterprise Consulting 2001 - 2008
Dupont Pioneer 1996 - 2001
Skills
Team Leadership, Software Project..., SharePoint, Project Portfolio..., ITIL, Certified Project..., Team Management, Agile Project Management, Personnel Development, Certified Scrum Master..., Management, Project Management, Personal Development, SDLC, Leadership, Disaster Recovery, Team Building, Change Management, Vendor Management, Business Analysis, Process Improvement
Education
Drake University 1993 — 1995
MBA, Business Administration
Central College
BA, Business Management and Systems Management
JOHN H. CROSS JOHN H. CROSS's Principal Financial Group Experience 1989 - 2007
Job CEBS President at Walstra & Associates
Industry Financial Services
Experience
Walstra & Associates August 2011 - Present
Walstra & Associates August 2011 - August 2012
DeWitt Stern September 2007 - August 2011
Principal Financial Group 1989 - 2007
Principal Financial Group March 1996 - February 1999
Skills
CEBS, GBA, RPA, Employee Benefits, Health Insurance, Disability Insurance, Dental, Series 6, Series 7, Series 63, Life Insurance, Insurance, Term Life Insurance, Long-term Care, Defined Benefit, Small Business, Brokers, Health Savings Accounts, Retirement, Dentistry, Underwriting, Management, Sales
Education
University of Pennsylvania - The Wharton School
CEBS, Employee Benefits
Central College 1985 — 1989
B.A., Accounting & Communications
Walstra & Associates August 2011 - Present
Walstra & Associates August 2011 - August 2012
DeWitt Stern September 2007 - August 2011
Principal Financial Group 1989 - 2007
Principal Financial Group March 1996 - February 1999
Skills
CEBS, GBA, RPA, Employee Benefits, Health Insurance, Disability Insurance, Dental, Series 6, Series 7, Series 63, Life Insurance, Insurance, Term Life Insurance, Long-term Care, Defined Benefit, Small Business, Brokers, Health Savings Accounts, Retirement, Dentistry, Underwriting, Management, Sales
Education
University of Pennsylvania - The Wharton School
CEBS, Employee Benefits
Central College 1985 — 1989
B.A., Accounting & Communications
John Balster's Principal Financial Group Experience September 2015 - Present
Job Financial Advisor at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group September 2015 - Present
Pinnacle Consulting Group January 2008 - May 2015
Pinnacle Consulting Group January 2005 - January 2008
Pinnacle Consulting Group January 2003 - January 2005
Skills
Finance, Investments, Financial Analysis, Portfolio Management, Financial Planning, Financial Services, Risk Management, Financial Modeling, Wealth Management, Mutual Funds, Investment Strategies, Financial Advisory, Retirement, Asset Management, Retirement Planning, Insurance, Financial Risk, Investment Advisory, Life Insurance, Estate Planning, Financial Reporting, Asset Allocation, Series 7
Education
California State University-Long Beach 2003 — 2006
Bachelor of Science in Business Administration- Finance, Real Estate, and Law, Finance
Principal Financial Group September 2015 - Present
Pinnacle Consulting Group January 2008 - May 2015
Pinnacle Consulting Group January 2005 - January 2008
Pinnacle Consulting Group January 2003 - January 2005
Skills
Finance, Investments, Financial Analysis, Portfolio Management, Financial Planning, Financial Services, Risk Management, Financial Modeling, Wealth Management, Mutual Funds, Investment Strategies, Financial Advisory, Retirement, Asset Management, Retirement Planning, Insurance, Financial Risk, Investment Advisory, Life Insurance, Estate Planning, Financial Reporting, Asset Allocation, Series 7
Education
California State University-Long Beach 2003 — 2006
Bachelor of Science in Business Administration- Finance, Real Estate, and Law, Finance
David L. Reynolds David L. Reynolds's Principal Financial Group Experience October 2000 - Present
Job Financial Advisor w/ Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group October 2000 - Present
Skills
Life Insurance, Investments, Insurance, Financial Services, Financial Advisory, Retirement Planning, Securities, Mutual Funds, Retirement, Estate Planning, Term Life Insurance
Education
CSU Sacramento
Bachelor of Science, Business Mangagement
Modesto Junior College
Associate of Arts, Business Administration
Principal Financial Group October 2000 - Present
Skills
Life Insurance, Investments, Insurance, Financial Services, Financial Advisory, Retirement Planning, Securities, Mutual Funds, Retirement, Estate Planning, Term Life Insurance
Education
CSU Sacramento
Bachelor of Science, Business Mangagement
Modesto Junior College
Associate of Arts, Business Administration
Dalma Hadziomerovic, M.S.'s Principal Financial Group Experience March 2015 - Present
Job Senior Market Segment Training Advocate at Principal Financial Group
Industry Human Resources
Experience
Principal Financial Group March 2015 - Present
Principal Financial Group September 2013 - Present
GuideOne Insurance September 2011 - September 2013
ASTD 2011 - 2012
Wells Fargo Home Mortgage October 2010 - September 2011
Wells Fargo Home Mortgage June 2010 - October 2010
Interstate All Battery Center January 2010 - April 2010
Krell Institute June 2009 - December 2009
Memorial Union August 2008 - December 2009
Skills
Event Planning, Customer Service, Training, Marketing, Analysis, Trainers, Training Analysis, Custom Content..., Virtual Learning, iLinc, SumTotal, Toolbook, Leadership, Adult Education, Employee Benefits, Public Speaking, Strategy, Coaching
Education
Capella University 2011 — 2013
Master of Science, Human Resource Management
Iowa State University 2005 — 2009
Bachelors, ArtsCommunication Studies
Principal Financial Group March 2015 - Present
Principal Financial Group September 2013 - Present
GuideOne Insurance September 2011 - September 2013
ASTD 2011 - 2012
Wells Fargo Home Mortgage October 2010 - September 2011
Wells Fargo Home Mortgage June 2010 - October 2010
Interstate All Battery Center January 2010 - April 2010
Krell Institute June 2009 - December 2009
Memorial Union August 2008 - December 2009
Skills
Event Planning, Customer Service, Training, Marketing, Analysis, Trainers, Training Analysis, Custom Content..., Virtual Learning, iLinc, SumTotal, Toolbook, Leadership, Adult Education, Employee Benefits, Public Speaking, Strategy, Coaching
Education
Capella University 2011 — 2013
Master of Science, Human Resource Management
Iowa State University 2005 — 2009
Bachelors, ArtsCommunication Studies
Shelley Totah Shelley Totah's Principal Financial Group Experience October 1997 - July 2009
Job Client Relationship Consultant at WealthPlan Advisors
Industry Financial Services
Experience
WealthPlan Advisors July 2009 - Present
Principal Financial Group October 1997 - July 2009
Skills
401k, Retirement, ERISA, Series 63, Series 7, Investments, Defined Benefit, Profit Sharing, Retirement Plan..., Investment Advisory, Mutual Funds, Asset Allocation, Retirement Planning, Series 6, Defined Contribution, Pensions
Education
California State University-East Bay 1992 — 1993
BS, Criminal Justice
San Diego State University-California State University 1989 — 1992
Criminal Justice
WealthPlan Advisors July 2009 - Present
Principal Financial Group October 1997 - July 2009
Skills
401k, Retirement, ERISA, Series 63, Series 7, Investments, Defined Benefit, Profit Sharing, Retirement Plan..., Investment Advisory, Mutual Funds, Asset Allocation, Retirement Planning, Series 6, Defined Contribution, Pensions
Education
California State University-East Bay 1992 — 1993
BS, Criminal Justice
San Diego State University-California State University 1989 — 1992
Criminal Justice
Phyllis Johnson Phyllis Johnson's Principal Financial Group Experience April 2014 - Present
Job Financial Services Representative at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group April 2014 - Present
Education
California State University-Sacramento 2006 — 2009
Bachelor of Applied Science (BASc) - Finance, Accounting and Finance
Principal Financial Group April 2014 - Present
Education
California State University-Sacramento 2006 — 2009
Bachelor of Applied Science (BASc) - Finance, Accounting and Finance
Trupti Naik Trupti Naik's Principal Financial Group Experience October 2010 - July 2013
Job SSD Hardware Design Engineer
Industry Computer Software
Experience
Micron Technology June 2015 - Present
Micron Technology May 2014 - May 2015
Principal Financial Group October 2010 - July 2013
MANIKS Systems Pvt Ltd June 2009 - April 2010
Skills
DB2, Python, Linux, COBOL, Hibernate, JCL, Java, Testing, C, Microsoft Office, Matlab, CICS, Verilog, Computer Hardware, TSO, Insurance, SDLC, Software Development, Debugging, LOMA 280, LOMA 290
Education
California State University-Sacramento 2013 — 2015
Master's degree, Computer Engineering, GPA - 3.71
Pune University 2005 — 2009
Bachelor of Engineering (B.E.), Electrical and Electronics Engineering, Distinction
Micron Technology June 2015 - Present
Micron Technology May 2014 - May 2015
Principal Financial Group October 2010 - July 2013
MANIKS Systems Pvt Ltd June 2009 - April 2010
Skills
DB2, Python, Linux, COBOL, Hibernate, JCL, Java, Testing, C, Microsoft Office, Matlab, CICS, Verilog, Computer Hardware, TSO, Insurance, SDLC, Software Development, Debugging, LOMA 280, LOMA 290
Education
California State University-Sacramento 2013 — 2015
Master's degree, Computer Engineering, GPA - 3.71
Pune University 2005 — 2009
Bachelor of Engineering (B.E.), Electrical and Electronics Engineering, Distinction
James Lowery James Lowery's Principal Financial Group Experience June 1989 - Present
Job Director IT at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group June 1989 - Present
Lowery Cattle Company October 2005 - Present
Skills
IT Strategy, SDLC, Agile Methodologies, Global Delivery, Testing, Software Project..., Management, Leadership, Scrum, Vendor Management, Agile Project Management, Process Improvement
Education
Central College 1985 — 1989
Bachelor's degree, Computer Science
Principal Financial Group June 1989 - Present
Lowery Cattle Company October 2005 - Present
Skills
IT Strategy, SDLC, Agile Methodologies, Global Delivery, Testing, Software Project..., Management, Leadership, Scrum, Vendor Management, Agile Project Management, Process Improvement
Education
Central College 1985 — 1989
Bachelor's degree, Computer Science
Randy Hunt Randy Hunt's Principal Financial Group Experience November 2005 - May 2010
Job Account Manager at Barkley Insurance & Risk Management
Industry Insurance
Experience
Barkley Insurance & Risk Management November 2014 - Present
SeeChange Health August 2013 - November 2014
SeeChange Health October 2011 - August 2013
The Guardian Life Insurance Company of America May 2010 - October 2011
Principal Financial Group November 2005 - May 2010
Prudential Financial July 2000 - November 2005
Prudential Financial July 1999 - July 2000
Prudential Financial June 1996 - July 1999
Prudential Financial November 1993 - June 1996
Countrywide Funding Corporation October 1992 - November 1993
Skills
Insurance, Employee Benefits, Health Insurance, Selling, Sales, Sales Operations, Disability Insurance, Account Management, Brokers, Life Insurance, Sales Management, Customer Retention, Training, Health Savings Accounts, Underwriting, Salesforce.com, Dental Insurance, Value Based Selling, Term Life Insurance, Workers Compensation
Education
California State University-Northridge
Bachelor of Science, Business Administration / Marketing
Barkley Insurance & Risk Management November 2014 - Present
SeeChange Health August 2013 - November 2014
SeeChange Health October 2011 - August 2013
The Guardian Life Insurance Company of America May 2010 - October 2011
Principal Financial Group November 2005 - May 2010
Prudential Financial July 2000 - November 2005
Prudential Financial July 1999 - July 2000
Prudential Financial June 1996 - July 1999
Prudential Financial November 1993 - June 1996
Countrywide Funding Corporation October 1992 - November 1993
Skills
Insurance, Employee Benefits, Health Insurance, Selling, Sales, Sales Operations, Disability Insurance, Account Management, Brokers, Life Insurance, Sales Management, Customer Retention, Training, Health Savings Accounts, Underwriting, Salesforce.com, Dental Insurance, Value Based Selling, Term Life Insurance, Workers Compensation
Education
California State University-Northridge
Bachelor of Science, Business Administration / Marketing
Corey Null, CISSP Corey Null, CISSP's Principal Financial Group Experience April 2008 - April 2010
Job Director, Security Architecture at D+H U.S. Operation
Industry Financial Services
Experience
D+H U.S. Operation March 2015 - Present
D+H April 2010 - Present
Principal Financial Group April 2008 - April 2010
Principal Financial Group October 2006 - April 2008
Principal Financial Group February 1998 - October 2006
Skills
CISSP, Disaster Recovery, Information Security, Security, Network Security, Computer Security, Data Security, Enterprise Architecture, Software Documentation, Servers, System Administration, IT Strategy, Information Security..., Microsoft Exchange, Linux, Incident Management, Vulnerability Management, Firewalls, Juniper, Networking, Enterprise Software, Data Center, Business Continuity, Virtualization, Information Technology, Technical Support, Cisco Technologies, Incident Response, ITIL, Identity Management, IT Management, IT Operations, PCI DSS, Vulnerability Assessment, VPN, Checkpoint
Education
Capella University 2013 — 2014
Bachelor of Science (B.S.), Information Technology, Focus on Information Assurance
University of Phoenix 2000 — 2001
Partial, Information Technology
National Education Center 1993 — 1995
Associate, Electronics, Computer Engineering
D+H U.S. Operation March 2015 - Present
D+H April 2010 - Present
Principal Financial Group April 2008 - April 2010
Principal Financial Group October 2006 - April 2008
Principal Financial Group February 1998 - October 2006
Skills
CISSP, Disaster Recovery, Information Security, Security, Network Security, Computer Security, Data Security, Enterprise Architecture, Software Documentation, Servers, System Administration, IT Strategy, Information Security..., Microsoft Exchange, Linux, Incident Management, Vulnerability Management, Firewalls, Juniper, Networking, Enterprise Software, Data Center, Business Continuity, Virtualization, Information Technology, Technical Support, Cisco Technologies, Incident Response, ITIL, Identity Management, IT Management, IT Operations, PCI DSS, Vulnerability Assessment, VPN, Checkpoint
Education
Capella University 2013 — 2014
Bachelor of Science (B.S.), Information Technology, Focus on Information Assurance
University of Phoenix 2000 — 2001
Partial, Information Technology
National Education Center 1993 — 1995
Associate, Electronics, Computer Engineering
Rachel Phillips Rachel Phillips's Principal Financial Group Experience July 2010 - July 2011
Job Account Executive
Industry Insurance
Experience
Willis December 2014 - Present
freshbenies October 2014 - November 2014
BenefitMall April 2012 - April 2014
Principal Financial Group July 2010 - July 2011
Lockton Companies 2003 - 2007
Marsh & McLennan Companies, Inc. 1998 - 2003
Skills
Employee Benefits, Customer Service, Sales, Insurance, Negotiation, Health Insurance, Team Building, Leadership, B2B, Account Management, PowerPoint, Microsoft Excel, Microsoft Word, Communication, Brokers, Health Savings Accounts
Education
California State University-Long Beach 1988 — 1993
Liberal Studies, English Composition
Glen A Wilson 1984 — 1988
Willis December 2014 - Present
freshbenies October 2014 - November 2014
BenefitMall April 2012 - April 2014
Principal Financial Group July 2010 - July 2011
Lockton Companies 2003 - 2007
Marsh & McLennan Companies, Inc. 1998 - 2003
Skills
Employee Benefits, Customer Service, Sales, Insurance, Negotiation, Health Insurance, Team Building, Leadership, B2B, Account Management, PowerPoint, Microsoft Excel, Microsoft Word, Communication, Brokers, Health Savings Accounts
Education
California State University-Long Beach 1988 — 1993
Liberal Studies, English Composition
Glen A Wilson 1984 — 1988
Anthony Funk Anthony Funk's Principal Financial Group Experience 2012 - 2013
Job Client Services at Francis Lauer Youth Services
Industry Nonprofit Organization Management
Experience
Francis Lauer Youth Services August 2014 - Present
Francis Lauer Youth Services March 2014 - Present
Principal Financial Group 2012 - 2013
Edwards AFB, CA March 2004 - March 2007
Skills
Microsoft Office, Leadership, Risk Management, Project Management, Process Improvement, Counseling
Education
Capella University 2015 — 2017
Master's degree, Clinical Psychology
Iowa State University 2009 — 2012
Bachelor of Science (BS), Psychology
Southern Illinois University, Carbondale 2005 — 2007
Industrial Technology
Francis Lauer Youth Services August 2014 - Present
Francis Lauer Youth Services March 2014 - Present
Principal Financial Group 2012 - 2013
Edwards AFB, CA March 2004 - March 2007
Skills
Microsoft Office, Leadership, Risk Management, Project Management, Process Improvement, Counseling
Education
Capella University 2015 — 2017
Master's degree, Clinical Psychology
Iowa State University 2009 — 2012
Bachelor of Science (BS), Psychology
Southern Illinois University, Carbondale 2005 — 2007
Industrial Technology
D'Ann Wilbur's Principal Financial Group Experience 1998 - 2000
Job Vice President of Sales Strategy at United Healthcare Medicare & Retirement
Industry Financial Services
Experience
United Healthcare Medicare & Retirement July 2011 - Present
The Leben Group 2010 - 2012
ING 2005 - 2010
ING 2002 - 2005
Ameriprise Financial Advisors January 2000 - March 2002
Principal Financial Group 1998 - 2000
Principal Financial Group 1996 - 1998
Skills
Strategy, Sales, Marketing Strategy, Management, Marketing
Education
Central College 1988 — 1992
BA, Communication
United Healthcare Medicare & Retirement July 2011 - Present
The Leben Group 2010 - 2012
ING 2005 - 2010
ING 2002 - 2005
Ameriprise Financial Advisors January 2000 - March 2002
Principal Financial Group 1998 - 2000
Principal Financial Group 1996 - 1998
Skills
Strategy, Sales, Marketing Strategy, Management, Marketing
Education
Central College 1988 — 1992
BA, Communication
Rich Hanlin Rich Hanlin's Principal Financial Group Experience July 2014 - February 2015
Job Loan Officer at Mountain West Financial Point West
Industry Real Estate
Experience
Mountain West Financial Point West February 2015 - Present
Principal Financial Group July 2014 - February 2015
Davis and Amaral Mortgage Consultants, Inc. September 2013 - July 2014
Esurance October 2012 - August 2013
Neighbors Financial October 2010 - October 2012
Bank of America September 2009 - October 2010
Roseville Home Loans & Hanlin Real Estate January 2000 - March 2009
Sacramento Home Loans September 1991 - December 1999
Skills
Mortgage Lending, FHA, Loans, Finance, Refinance, Underwriting, Sales, Investments, Customer Service, Financial Services, Real Estate Investment..., Creative Real Estate..., Reverse Mortgages, Down Payment Assistance, First Time Home Buyers, VA Loans, FHA Financing, Government Loans, Condos, Real Estate Transactions, Real Estate Financing, Real Estate, HUD, Foreclosures, Bankruptcy, Credit Analysis, Home Equity Lines of..., Creative Financing, Disability Insurance, USDA, Loan Origination, Life Insurance, Series 63
Education
California State University-San Bernardino 1987 — 1989
Bachlers Degree, Business-Finance
Mountain West Financial Point West February 2015 - Present
Principal Financial Group July 2014 - February 2015
Davis and Amaral Mortgage Consultants, Inc. September 2013 - July 2014
Esurance October 2012 - August 2013
Neighbors Financial October 2010 - October 2012
Bank of America September 2009 - October 2010
Roseville Home Loans & Hanlin Real Estate January 2000 - March 2009
Sacramento Home Loans September 1991 - December 1999
Skills
Mortgage Lending, FHA, Loans, Finance, Refinance, Underwriting, Sales, Investments, Customer Service, Financial Services, Real Estate Investment..., Creative Real Estate..., Reverse Mortgages, Down Payment Assistance, First Time Home Buyers, VA Loans, FHA Financing, Government Loans, Condos, Real Estate Transactions, Real Estate Financing, Real Estate, HUD, Foreclosures, Bankruptcy, Credit Analysis, Home Equity Lines of..., Creative Financing, Disability Insurance, USDA, Loan Origination, Life Insurance, Series 63
Education
California State University-San Bernardino 1987 — 1989
Bachlers Degree, Business-Finance
Sue Tomidy Sue Tomidy's Principal Financial Group Experience May 2003 - Present
Job Relationship Manager at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group May 2003 - Present
Standard Insurance Company September 2001 - February 2003
Hartford Insurance August 1987 - January 1997
Skills
401k, Retirement, Retirement Plan..., Defined Benefit, Mutual Funds, Pensions, Series 63, Series 6, Series 7, Management, Investments, Employee Benefits, Defined Contribution, Retirement Planning, Uniform Combined State..., Financial Services, ERISA, Investment Advisory
Education
California State University-East Bay 1987 — 1992
B.A., Liberal Arts - Business minor, Sociology and Psychology
Principal Financial Group May 2003 - Present
Standard Insurance Company September 2001 - February 2003
Hartford Insurance August 1987 - January 1997
Skills
401k, Retirement, Retirement Plan..., Defined Benefit, Mutual Funds, Pensions, Series 63, Series 6, Series 7, Management, Investments, Employee Benefits, Defined Contribution, Retirement Planning, Uniform Combined State..., Financial Services, ERISA, Investment Advisory
Education
California State University-East Bay 1987 — 1992
B.A., Liberal Arts - Business minor, Sociology and Psychology
Shayne Layton, CFP® Shayne Layton, CFP®'s Principal Financial Group Experience October 2007 - November 2009
Job Financial Education Specialist at Aon Hewitt
Industry Financial Services
Experience
Aon Hewitt January 2015 - Present
Westlake, Grahl and Glover February 2013 - December 2014
TD Ameritrade April 2012 - January 2013
USBancorp Investments, Inc. October 2010 - April 2012
Principal Financial Group October 2007 - November 2009
Wamu Investment Services January 2004 - October 2007
Education
California State University-Sacramento 1998 — 2000
B.A., Communication Studies
College for Financial Planning 2011 — 2013
CFP Certification Professional Education Program, Financial Planning
Aon Hewitt January 2015 - Present
Westlake, Grahl and Glover February 2013 - December 2014
TD Ameritrade April 2012 - January 2013
USBancorp Investments, Inc. October 2010 - April 2012
Principal Financial Group October 2007 - November 2009
Wamu Investment Services January 2004 - October 2007
Education
California State University-Sacramento 1998 — 2000
B.A., Communication Studies
College for Financial Planning 2011 — 2013
CFP Certification Professional Education Program, Financial Planning
Gregory Hagenah Gregory Hagenah's Principal Financial Group Experience April 1996 - December 1998
Job Inside Sales @ Mitchell1, Founder of the IPOTrader.com, LION (LinkedIn Open Networker) with 9800+ connections
Industry Automotive
Experience
Mitchell1 April 2014 - Present
The IPO Trader April 2013 - Present
Corporate Technologies LLC October 2012 - April 2013
eReplacements LLC April 2010 - October 2012
Easy Clean Home May 2005 - December 2010
PowerSourceOnline.com December 1998 - September 2003
Principal Financial Group April 1996 - December 1998
Skills
Lead Generation, Client Prospecting, Cold Calling, Sales, Direct Sales, Negotiation, Selling, Sales Operations, Solution Selling, Sales Presentations, B2B, Account Management, Sales Process, Customer Retention, CRM, Customer Satisfaction, Leadership, Sales Management, Management, Training, Team Building, Team Leadership, New Business Development, Entrepreneurship, Stock Market, Investments, Marketing, Marketing Strategy, Networking, Online Advertising, Advertising, Customer Service, Strategic Planning, Business Development, Product Management, Social Networking, Social Media, Microsoft Office, Small Business, Recruiting, Start-ups, Budgets, Business Strategy, Business Planning, Social Media Marketing, Contract Negotiation, Strategic Partnerships, Email Marketing
Education
University of California, Irvine 1992 — 1992
Advertising
California State University-Long Beach 1990 — 1992
Business/Finance
US Navy 1988 — 1990
Signalman 3rd Class Petty Officer
Anoka Senior High School 1985 — 1988
Diploma, Business
Mitchell1 April 2014 - Present
The IPO Trader April 2013 - Present
Corporate Technologies LLC October 2012 - April 2013
eReplacements LLC April 2010 - October 2012
Easy Clean Home May 2005 - December 2010
PowerSourceOnline.com December 1998 - September 2003
Principal Financial Group April 1996 - December 1998
Skills
Lead Generation, Client Prospecting, Cold Calling, Sales, Direct Sales, Negotiation, Selling, Sales Operations, Solution Selling, Sales Presentations, B2B, Account Management, Sales Process, Customer Retention, CRM, Customer Satisfaction, Leadership, Sales Management, Management, Training, Team Building, Team Leadership, New Business Development, Entrepreneurship, Stock Market, Investments, Marketing, Marketing Strategy, Networking, Online Advertising, Advertising, Customer Service, Strategic Planning, Business Development, Product Management, Social Networking, Social Media, Microsoft Office, Small Business, Recruiting, Start-ups, Budgets, Business Strategy, Business Planning, Social Media Marketing, Contract Negotiation, Strategic Partnerships, Email Marketing
Education
University of California, Irvine 1992 — 1992
Advertising
California State University-Long Beach 1990 — 1992
Business/Finance
US Navy 1988 — 1990
Signalman 3rd Class Petty Officer
Anoka Senior High School 1985 — 1988
Diploma, Business
Danny Valenzuela's Principal Financial Group Experience July 2015 - Present
Job Retirement Plan Professional/Account Executive for the Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group July 2015 - Present
Principal Financial Group April 2014 - June 2015
Principal Financial Group January 2012 - March 2014
Morgan Stanley Wealth Management April 2011 - December 2011
Skills
Investments, Portfolio Management, Microsoft Office, Financial Analysis, Financial Modeling, Public Speaking, PowerPoint, Analysis, Microsoft Excel, Investment Management, Event Planning
Education
California State University-Long Beach 2006 — 2010
Bachelor of Business Administration (BBA), Finance, General
Principal Financial Group July 2015 - Present
Principal Financial Group April 2014 - June 2015
Principal Financial Group January 2012 - March 2014
Morgan Stanley Wealth Management April 2011 - December 2011
Skills
Investments, Portfolio Management, Microsoft Office, Financial Analysis, Financial Modeling, Public Speaking, PowerPoint, Analysis, Microsoft Excel, Investment Management, Event Planning
Education
California State University-Long Beach 2006 — 2010
Bachelor of Business Administration (BBA), Finance, General
Kyle Winder, MTWM Kyle Winder, MTWM's Principal Financial Group Experience February 2014 - Present
Job President at Flight Plan Financial
Industry Financial Services
Experience
Flight Plan Financial November 2014 - Present
North Carolina Veterans Business Association August 2014 - Present
Principal Financial Group February 2014 - Present
The Fidelity Bank February 2012 - September 2013
The Fidelity Bank September 2011 - February 2012
The Winder Management Group, Inc. June 2007 - August 2011
United States Air Force January 1999 - June 2007
Skills
Estate Planning, Financial Needs Analysis, Asset Allocation, Mutual Funds, Wealth Accumulation, Tax-Deferred Savings, Traditional IRA, Roth IRA, 401 (k), 403 (b), SEP &..., College Funding..., Charitable Giving, Income Protection, Supplemental Retirement..., Annuities (Variable &..., Business Continuation..., Informal Business..., Buy-Sell Agreements, Buy-Sell Review, Key Person Insurance, Business Overhead..., Split Dollar Plans, Pension Plans, Deferred Compensation..., Executive Benefits..., Salary Continuation, Term Life Insurance, Whole Life Insurance, Universal Life Insurance, Disability Income..., Long-Term Care Insurance, Dental Insurance, Series 66 & 7..., Survivor Income, Wellness Programs
Education
Campbell University 2010 — 2011
Master's degree, Trust and Wealth Management
Middlebury College 1991 — 1995
Bachelor of Arts (B.A.), English Literature
The University of Glasgow 1993 — 1994
English Literature (British and Commonwealth)
Flight Plan Financial November 2014 - Present
North Carolina Veterans Business Association August 2014 - Present
Principal Financial Group February 2014 - Present
The Fidelity Bank February 2012 - September 2013
The Fidelity Bank September 2011 - February 2012
The Winder Management Group, Inc. June 2007 - August 2011
United States Air Force January 1999 - June 2007
Skills
Estate Planning, Financial Needs Analysis, Asset Allocation, Mutual Funds, Wealth Accumulation, Tax-Deferred Savings, Traditional IRA, Roth IRA, 401 (k), 403 (b), SEP &..., College Funding..., Charitable Giving, Income Protection, Supplemental Retirement..., Annuities (Variable &..., Business Continuation..., Informal Business..., Buy-Sell Agreements, Buy-Sell Review, Key Person Insurance, Business Overhead..., Split Dollar Plans, Pension Plans, Deferred Compensation..., Executive Benefits..., Salary Continuation, Term Life Insurance, Whole Life Insurance, Universal Life Insurance, Disability Income..., Long-Term Care Insurance, Dental Insurance, Series 66 & 7..., Survivor Income, Wellness Programs
Education
Campbell University 2010 — 2011
Master's degree, Trust and Wealth Management
Middlebury College 1991 — 1995
Bachelor of Arts (B.A.), English Literature
The University of Glasgow 1993 — 1994
English Literature (British and Commonwealth)
Lucy Barrera's Principal Financial Group Experience August 2008 - Present
Job Income Protection Specialist and Financial Advisor to Medical Profesionals and Business Owners.
Industry Investment Management
Experience
Principal Financial Group August 2008 - Present
New York Life Insurance Company September 2012 - February 2015
Guardian Life January 1999 - March 2008
Skills
Series 63, Series 6, 401k Rollovers, Annuity Sales, Asset Protection, Estate Planning, Investments, Wealth Preservation..., Retirement Planning, Protection..., Key Person Protection, Health Insurance, Disability Insurance, Long Term Care Insurance, Employee Benefits, Income Protection, Business Overhead..., Qualified Retirement..., College Savings Plans, Customer Service, Financial Services, Healthcare, Insurance, Retirement, Securities, Finance
Education
California State University-Los Angeles 2004 — 2007
Bachelor of Applied Science (B.A.Sc.), Sociology and Finance.
Principal Financial Group August 2008 - Present
New York Life Insurance Company September 2012 - February 2015
Guardian Life January 1999 - March 2008
Skills
Series 63, Series 6, 401k Rollovers, Annuity Sales, Asset Protection, Estate Planning, Investments, Wealth Preservation..., Retirement Planning, Protection..., Key Person Protection, Health Insurance, Disability Insurance, Long Term Care Insurance, Employee Benefits, Income Protection, Business Overhead..., Qualified Retirement..., College Savings Plans, Customer Service, Financial Services, Healthcare, Insurance, Retirement, Securities, Finance
Education
California State University-Los Angeles 2004 — 2007
Bachelor of Applied Science (B.A.Sc.), Sociology and Finance.
Seth Comfort Seth Comfort's Principal Financial Group Experience July 2005 - January 2011
Job Portfolio Analyst at Foster Group
Industry Financial Services
Experience
Foster Group June 2013 - Present
Nationwide Insurance December 2010 - June 2013
Principal Financial Group July 2005 - January 2011
ING January 2004 - July 2005
Skills
Pricing, Insurance, Financial Analysis, Analysis, Microsoft Excel, Microsoft Office, Risk Management, Process Improvement, Change Management, Negotiation, Business Analysis, Access
Education
Central College 1999 — 2003
Bachelor of Arts, Mathematics
Indianola High School 1995 — 1999
Foster Group June 2013 - Present
Nationwide Insurance December 2010 - June 2013
Principal Financial Group July 2005 - January 2011
ING January 2004 - July 2005
Skills
Pricing, Insurance, Financial Analysis, Analysis, Microsoft Excel, Microsoft Office, Risk Management, Process Improvement, Change Management, Negotiation, Business Analysis, Access
Education
Central College 1999 — 2003
Bachelor of Arts, Mathematics
Indianola High School 1995 — 1999
Michael Bischak Michael Bischak's Principal Financial Group Experience January 2009 - June 2009
Job Continuous Improvement Expert
Industry Management Consulting
Experience
Self-employed February 1993 - Present
ARAMARK December 2009 - February 2010
Iron Mountain 2009 - 2010
DRS Technologies, Inc. June 2009 - December 2009
Principal Financial Group January 2009 - June 2009
AK Steel 2000 - 2008
Skills
Process Improvement, Operational Excellence, Lean Manufacturing, Business Process..., Change Management, Process Engineering, Six Sigma, Management Consulting, Performance Improvement, Business Process, Project Management, Business Strategy, Manufacturing, Business Analysis, Quality Management, Continuous Improvement, Operations Management, Supply Chain Management, Management, Performance Management
Education
The Ohio State University 2000 — 2002
Washington and Jefferson College 1986 — 1990
Capital University
Self-employed February 1993 - Present
ARAMARK December 2009 - February 2010
Iron Mountain 2009 - 2010
DRS Technologies, Inc. June 2009 - December 2009
Principal Financial Group January 2009 - June 2009
AK Steel 2000 - 2008
Skills
Process Improvement, Operational Excellence, Lean Manufacturing, Business Process..., Change Management, Process Engineering, Six Sigma, Management Consulting, Performance Improvement, Business Process, Project Management, Business Strategy, Manufacturing, Business Analysis, Quality Management, Continuous Improvement, Operations Management, Supply Chain Management, Management, Performance Management
Education
The Ohio State University 2000 — 2002
Washington and Jefferson College 1986 — 1990
Capital University
Collin Kueter's Principal Financial Group Experience May 2015 - Present
Job Applications Analyst at Principal Financial Group
Industry Computer Software
Experience
Principal Financial Group May 2015 - Present
Cedarville University August 2014 - Present
Principal Financial Group May 2014 - August 2014
Guardian Industries May 2012 - August 2013
Ardell Reuter May 2007 - July 2012
Cornerstone Transportation Services LC December 2011 - February 2012
Vashelle's Italian Restaurant February 2011 - September 2011
Skills
Software, Computer Maintenance, C++, Microsoft Word, Technical Leadership, Technical Project..., Computers, Computer Repair, Farm Equipment, Java, Power Tools, Microsoft Visual Studio..., Organization, Time Management, JavaScript, HTML, Microsoft Excel, Visio, CSS3, Web Development, AngularJS, REST API, HTML 5, IBM Rational Tools, jQuery, Team Leadership, Teamwork, OpenJPA, Git, Atlasion Tools
Education
Cedarville University 2012 — 2016
Bachelor of Science (B.S.), Computer Science
Cedarville University 2012 — 2016
Bachelor's Science in Computer Science, Computer Science
Principal Financial Group May 2015 - Present
Cedarville University August 2014 - Present
Principal Financial Group May 2014 - August 2014
Guardian Industries May 2012 - August 2013
Ardell Reuter May 2007 - July 2012
Cornerstone Transportation Services LC December 2011 - February 2012
Vashelle's Italian Restaurant February 2011 - September 2011
Skills
Software, Computer Maintenance, C++, Microsoft Word, Technical Leadership, Technical Project..., Computers, Computer Repair, Farm Equipment, Java, Power Tools, Microsoft Visual Studio..., Organization, Time Management, JavaScript, HTML, Microsoft Excel, Visio, CSS3, Web Development, AngularJS, REST API, HTML 5, IBM Rational Tools, jQuery, Team Leadership, Teamwork, OpenJPA, Git, Atlasion Tools
Education
Cedarville University 2012 — 2016
Bachelor of Science (B.S.), Computer Science
Cedarville University 2012 — 2016
Bachelor's Science in Computer Science, Computer Science
Randy See, MBA, CFP®, CLU®, RICP®, CLF® Randy See, MBA, CFP®, CLU®, RICP®, CLF®'s Principal Financial Group Experience September 2009 - Present
Job Financial Services Representative & Princor Registered Representative
Industry Financial Services
Experience
Principal Financial Group September 2009 - Present
United States Air Force Security Forces July 2000 - July 2006
Skills
401(k), Business Continuation..., Business Overhead..., Buy-Sell Agreements, Deferred Compensation..., Disability Income..., Estate Planning, Executive Benefits..., Informal Business..., Traditional IRA, Key Person Insurance, Split Dollar Plans, Supplemental Retirement...
Education
East Carolina University - College of Business 2006 — 2009
M.B.A.
Campbell University 2001 — 2006
B.A., Applied Science
Principal Financial Group September 2009 - Present
United States Air Force Security Forces July 2000 - July 2006
Skills
401(k), Business Continuation..., Business Overhead..., Buy-Sell Agreements, Deferred Compensation..., Disability Income..., Estate Planning, Executive Benefits..., Informal Business..., Traditional IRA, Key Person Insurance, Split Dollar Plans, Supplemental Retirement...
Education
East Carolina University - College of Business 2006 — 2009
M.B.A.
Campbell University 2001 — 2006
B.A., Applied Science
Peter Munich Peter Munich's Principal Financial Group Experience 1995 - April 1999
Job Private Client Advisor at Wilmington Trust
Industry Financial Services
Experience
Wilmington Trust March 2010 - Present
M&T Securities April 1999 - March 2010
Principal Financial Group 1995 - April 1999
Skills
Wealth Management, Estate Planning, Investment Advisory, Retirement Planning, Mutual Funds, Equities, Securities, Asset Allocation, Portfolio Management, Investments, Series 7, Strategic Financial..., Investment Strategies, Alternative Investments, Asset Management, Financial Planning, Finance
Education
The American College
Certified Financial Planner
Canisius College
Master of Business Administration (MBA)
Rochester Institute of Technology
Bachelor of Science (BS), Printing Management
Wilmington Trust March 2010 - Present
M&T Securities April 1999 - March 2010
Principal Financial Group 1995 - April 1999
Skills
Wealth Management, Estate Planning, Investment Advisory, Retirement Planning, Mutual Funds, Equities, Securities, Asset Allocation, Portfolio Management, Investments, Series 7, Strategic Financial..., Investment Strategies, Alternative Investments, Asset Management, Financial Planning, Finance
Education
The American College
Certified Financial Planner
Canisius College
Master of Business Administration (MBA)
Rochester Institute of Technology
Bachelor of Science (BS), Printing Management
Rick Pogue, CLU, ChFC Rick Pogue, CLU, ChFC's Principal Financial Group Experience July 2012 - March 2014
Job Investment Advisor / Insurance Analyst
Industry Insurance
Experience
Heffernan Insurance Brokers November 2014 - Present
The Summit Financial Strategies, Inc. April 2014 - October 2014
Principal Financial Group July 2012 - March 2014
M Financial Group January 2009 - September 2010
M Financial Group September 2002 - December 2008
Waddell & Reed July 2001 - August 2002
Skills
Wealth Accumulation..., Wealth Management, Wealth Preservation..., Retirement Plan..., Income Protection, Insurance, Estate Planning, Trusts
Education
The American College 2006 — 2006
Prof. Designation, Chartered Financial Consultant - ChFC
The American College 2005 — 2006
Prof. Designation, Chartered Life Underwriter - CLU
California State University-Monterey Bay 1996 — 1997
BA, Arts & Technology
Heffernan Insurance Brokers November 2014 - Present
The Summit Financial Strategies, Inc. April 2014 - October 2014
Principal Financial Group July 2012 - March 2014
M Financial Group January 2009 - September 2010
M Financial Group September 2002 - December 2008
Waddell & Reed July 2001 - August 2002
Skills
Wealth Accumulation..., Wealth Management, Wealth Preservation..., Retirement Plan..., Income Protection, Insurance, Estate Planning, Trusts
Education
The American College 2006 — 2006
Prof. Designation, Chartered Financial Consultant - ChFC
The American College 2005 — 2006
Prof. Designation, Chartered Life Underwriter - CLU
California State University-Monterey Bay 1996 — 1997
BA, Arts & Technology
Gerardo Ferraris Gerardo Ferraris's Principal Financial Group Experience 2000 - 2003
Job District Manager at ADP Totalsource
Industry Human Resources
Experience
ADP Totalsource June 2013 - Present
United Realty Group February 2012 - June 2013
Iron Mountain October 2003 - January 2012
Principal Financial Group 2000 - 2003
Manulife Financial 1997 - 2000
Great-West Life 1992 - 1997
Resolution Trust Corporation 1988 - 1992
Skills
Miller-Heiman Strategic..., Solution Selling, Power messaging &..., New Business Development, Consultative Selling..., The Sandler Selling..., Professional..., Execuitve Level..., New Business..., Strategic Account..., Territory Planning, Major Account..., Team Selling, Cold Calling, Spanish, Italian, Microsoft Office 2007, Salesforce.com, ACT!, Sales Operations, Customer Service, Direct Marketing, Account Management, Start-ups, Business Development, Cloud Computing, Qualifying Prospects, Strategy, Customer Retention, Business Strategy, Lead Generation, Sales Presentations, Leadership, Operations Management, Selling, Consulting, Human Resources, SaaS, Budgets, Marketing, Customer Satisfaction, Employee Benefits, Marketing Strategy, Management, Sales Process, Direct Sales, Sales, Financial Analysis, Contract Negotiation, CRM
Education
California State University-Northridge
Bachelor of Science, FINANCE
California State University-Northridge
Bachelor of Science (B.S.), Finance
ADP Totalsource June 2013 - Present
United Realty Group February 2012 - June 2013
Iron Mountain October 2003 - January 2012
Principal Financial Group 2000 - 2003
Manulife Financial 1997 - 2000
Great-West Life 1992 - 1997
Resolution Trust Corporation 1988 - 1992
Skills
Miller-Heiman Strategic..., Solution Selling, Power messaging &..., New Business Development, Consultative Selling..., The Sandler Selling..., Professional..., Execuitve Level..., New Business..., Strategic Account..., Territory Planning, Major Account..., Team Selling, Cold Calling, Spanish, Italian, Microsoft Office 2007, Salesforce.com, ACT!, Sales Operations, Customer Service, Direct Marketing, Account Management, Start-ups, Business Development, Cloud Computing, Qualifying Prospects, Strategy, Customer Retention, Business Strategy, Lead Generation, Sales Presentations, Leadership, Operations Management, Selling, Consulting, Human Resources, SaaS, Budgets, Marketing, Customer Satisfaction, Employee Benefits, Marketing Strategy, Management, Sales Process, Direct Sales, Sales, Financial Analysis, Contract Negotiation, CRM
Education
California State University-Northridge
Bachelor of Science, FINANCE
California State University-Northridge
Bachelor of Science (B.S.), Finance
Ronnie Botros's Principal Financial Group Experience 2011 - Present
Job Princor Registered Representative | Senior Financial Representative | The Principal Financial Group®
Industry Financial Services
Experience
Principal Financial Group 2011 - Present
New England Financial 2009 - 2011
Beach First National Bank 2005 - 2009
Skills
Project Management, Client Relationship..., Investments, Estate Planning, Cash Flow, IRA's, Roth IRA, Annuities, Life Insurance Analysis, Disability Insurance, Trust, Profit Sharing, Budget Analysis, SEP, Wills, Living Wil, Buy-sell Agreements, Retirement Planning, Financial Planning, Strategic Planning, Portfolio Management, Asset Management, Wealth Management, Insurance, Long Term Care, Employee Benefits, Business Planning, Series 6, Series 63, Mortgage Lending, Customer Relations, Small Business, New Business Development, Sales Management, Compliance, Mutual Funds, Banking, 401k, 401k Rollovers, Team Building, Non-profits, Creative Problem Solving, Problem Solving, Asset Allocation, Tactical Asset..., Microsoft Office, Charitable Giving, Education Savings, Negotiation, Financial Advisory
Education
Campbell University 2005 — 2007
Master of Business Administration, Finance
East Carolina University 2001 — 2004
Bachelors of Arts, Political Science & Business Administration
Principal Financial Group 2011 - Present
New England Financial 2009 - 2011
Beach First National Bank 2005 - 2009
Skills
Project Management, Client Relationship..., Investments, Estate Planning, Cash Flow, IRA's, Roth IRA, Annuities, Life Insurance Analysis, Disability Insurance, Trust, Profit Sharing, Budget Analysis, SEP, Wills, Living Wil, Buy-sell Agreements, Retirement Planning, Financial Planning, Strategic Planning, Portfolio Management, Asset Management, Wealth Management, Insurance, Long Term Care, Employee Benefits, Business Planning, Series 6, Series 63, Mortgage Lending, Customer Relations, Small Business, New Business Development, Sales Management, Compliance, Mutual Funds, Banking, 401k, 401k Rollovers, Team Building, Non-profits, Creative Problem Solving, Problem Solving, Asset Allocation, Tactical Asset..., Microsoft Office, Charitable Giving, Education Savings, Negotiation, Financial Advisory
Education
Campbell University 2005 — 2007
Master of Business Administration, Finance
East Carolina University 2001 — 2004
Bachelors of Arts, Political Science & Business Administration
Raj Satsangi Raj Satsangi's Principal Financial Group Experience November 2013 - Present
Job Financial Representative: Princor Registered Representative: Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group November 2013 - Present
MPM Business Consultants August 2012 - Present
Crescent State Bank July 2011 - July 2012
Wells Fargo August 2002 - July 2011
The Fidelity Bank May 2000 - July 2002
Jackson Hewitt Tax Service Inc. January 1998 - May 1999
Raj's Resumes January 1996 - January 1998
Skills
401k, SEP IRA, Simple IRA, 403 b, Fixed Annuities, Variable Annuities, Asset Allocation, Business Continuity..., Business Overhead..., Buy-sell Agreements, Buy-Sell, Disability Insurance, Estate Planning, Income Protection, Roth IRA, IRAs, informal business..., Insurance, Wealth Accumulation
Education
Campbell University 1995 — 1999
BA, ECONOMICS
Principal Financial Group November 2013 - Present
MPM Business Consultants August 2012 - Present
Crescent State Bank July 2011 - July 2012
Wells Fargo August 2002 - July 2011
The Fidelity Bank May 2000 - July 2002
Jackson Hewitt Tax Service Inc. January 1998 - May 1999
Raj's Resumes January 1996 - January 1998
Skills
401k, SEP IRA, Simple IRA, 403 b, Fixed Annuities, Variable Annuities, Asset Allocation, Business Continuity..., Business Overhead..., Buy-sell Agreements, Buy-Sell, Disability Insurance, Estate Planning, Income Protection, Roth IRA, IRAs, informal business..., Insurance, Wealth Accumulation
Education
Campbell University 1995 — 1999
BA, ECONOMICS
Lisa Lotito Lisa Lotito's Principal Financial Group Experience June 2013 - Present
Job Retirement Plan Professional / Benefit and Planning Counselor at the Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group June 2013 - Present
T. Rowe Price November 2012 - May 2013
Lockton Financial Advisors/Lockton Investment Advisors April 2011 - November 2012
CitiStreet 2005 - 2009
Smith Barney 2004 - 2005
Skills
401k, Retirement Planning, Series 7, Financial Services, Qualified Retirement..., Manage Client..., Series 66, Investment Strategies, Registered Investment..., Public Speaking, Retirement, Mutual Funds, Investments, Wealth Management, Insurance, Asset Management, Financial Planning, Employee Benefits, Finance, Management
Education
California State University-Northridge 2000 — 2004
Business Administration, Finance and Real Estate
Principal Financial Group June 2013 - Present
T. Rowe Price November 2012 - May 2013
Lockton Financial Advisors/Lockton Investment Advisors April 2011 - November 2012
CitiStreet 2005 - 2009
Smith Barney 2004 - 2005
Skills
401k, Retirement Planning, Series 7, Financial Services, Qualified Retirement..., Manage Client..., Series 66, Investment Strategies, Registered Investment..., Public Speaking, Retirement, Mutual Funds, Investments, Wealth Management, Insurance, Asset Management, Financial Planning, Employee Benefits, Finance, Management
Education
California State University-Northridge 2000 — 2004
Business Administration, Finance and Real Estate
Eric Gawron Eric Gawron's Principal Financial Group Experience June 1996 - May 2003
Job Financial Professional at Allstate Financial Services
Industry Financial Services
Experience
Allstate Insurance June 2003 - Present
Principal Financial Group June 1996 - May 2003
Skills
Life Insurance, Disability Insurance, Fixed Annuities, Retirement, Long Term Care Insurance, Term Life Insurance, Long-term Care, Insurance, Homeowners, Customer Service, Property & Casualty..., Umbrella Insurance, Series 7, IRAs
Education
Canisius College 1997 — 1999
Bachelors, Finance
Erie Community College 1995 — 1997
Associates, Business Administration
Allstate Insurance June 2003 - Present
Principal Financial Group June 1996 - May 2003
Skills
Life Insurance, Disability Insurance, Fixed Annuities, Retirement, Long Term Care Insurance, Term Life Insurance, Long-term Care, Insurance, Homeowners, Customer Service, Property & Casualty..., Umbrella Insurance, Series 7, IRAs
Education
Canisius College 1997 — 1999
Bachelors, Finance
Erie Community College 1995 — 1997
Associates, Business Administration
Jason Schippers Jason Schippers's Principal Financial Group Experience January 2008 - December 2008
Job Marketing Director at Riverton on the Platte
Industry Marketing and Advertising
Experience
Riverton on the Platte March 2010 - Present
American Retirement Systems November 2009 - March 2010
Wells Fargo Home Mortgage February 2009 - September 2009
Principal Financial Group January 2008 - December 2008
Cricket Communications September 2006 - January 2008
Allied Insurance January 2006 - September 2006
ZLRIGNITION November 2004 - December 2005
Homemakers Furniture September 2003 - November 2004
Education
Central College 1999 — 2002
BA
Riverton on the Platte March 2010 - Present
American Retirement Systems November 2009 - March 2010
Wells Fargo Home Mortgage February 2009 - September 2009
Principal Financial Group January 2008 - December 2008
Cricket Communications September 2006 - January 2008
Allied Insurance January 2006 - September 2006
ZLRIGNITION November 2004 - December 2005
Homemakers Furniture September 2003 - November 2004
Education
Central College 1999 — 2002
BA
James Waldorf James Waldorf's Principal Financial Group Experience October 2012 - Present
Job Princor Registered Representative/Financial Advisor, Financial Services Representative
Industry Financial Services
Experience
Principal Financial Group October 2012 - Present
Independent Wealth Advisors LLC September 2006 - September 2012
Colortyme 1992 - 2010
Ash Brokerage January 2002 - July 2007
Lincoln Financial Group March 1995 - January 2002
Skills
Series 6,7,63, 65, 66..., Business Continuation..., Buy-Sell Agreements, Charitable Giving, Wealth Accumulation, Executive Benefits...
Education
Case Western Reserve University 1966 — 1970
Electrical and Electronics Engineering
Principal Financial Group October 2012 - Present
Independent Wealth Advisors LLC September 2006 - September 2012
Colortyme 1992 - 2010
Ash Brokerage January 2002 - July 2007
Lincoln Financial Group March 1995 - January 2002
Skills
Series 6,7,63, 65, 66..., Business Continuation..., Buy-Sell Agreements, Charitable Giving, Wealth Accumulation, Executive Benefits...
Education
Case Western Reserve University 1966 — 1970
Electrical and Electronics Engineering
Aaron Andres Aaron Andres's Principal Financial Group Experience July 2004 - Present
Job
Industry Investment Management
Experience
Principal Financial Group July 2004 - Present
Universal Nationwide July 2002 - July 2004
Nolte Associates, Inc. February 1997 - June 2002
Skills
Technical Support, Visio, System Deployment, Vendor Management, Team Leadership, Business Analysis, SDLC, Windows, Risk Management, SharePoint, Securities, Problem Solving, Compliance, Budgets, Security, Strategic Planning, Microsoft Office, Software Documentation, Customer Service, Coaching, Analysis, Public Speaking, Management, Project Management, Training, Mentoring, Microsoft Operating..., Microsoft Exchange, Microsoft SQL Server, Change Management, Microsoft Office..., Consulting, Contract Negotiation, Contract Management, Disaster Recovery
Education
California State University-Sacramento 1992 — 1995
BA
California State University-Sacramento 1992 — 1995
BA
Solano Community College 1988 — 1992
Associate's Degree
Principal Financial Group July 2004 - Present
Universal Nationwide July 2002 - July 2004
Nolte Associates, Inc. February 1997 - June 2002
Skills
Technical Support, Visio, System Deployment, Vendor Management, Team Leadership, Business Analysis, SDLC, Windows, Risk Management, SharePoint, Securities, Problem Solving, Compliance, Budgets, Security, Strategic Planning, Microsoft Office, Software Documentation, Customer Service, Coaching, Analysis, Public Speaking, Management, Project Management, Training, Mentoring, Microsoft Operating..., Microsoft Exchange, Microsoft SQL Server, Change Management, Microsoft Office..., Consulting, Contract Negotiation, Contract Management, Disaster Recovery
Education
California State University-Sacramento 1992 — 1995
BA
California State University-Sacramento 1992 — 1995
BA
Solano Community College 1988 — 1992
Associate's Degree
Barbara Mueller Barbara Mueller's Principal Financial Group Experience October 1997 - September 2010
Job Risk Professional at Wells Fargo
Industry Financial Services
Experience
Wells Fargo September 2010 - Present
Principal Financial Group October 1997 - September 2010
Brenton Banks August 1996 - October 1997
AMCORE Bank June 1985 - August 1996
Skills
Series 7, Credit, Banking, Loans, Credit Analysis, Underwriting, Portfolio Management, Investments, Risk Management, Mortgage Lending, Mutual Funds, Insurance, Financial Modeling, Credit Risk, Process Improvement, Commercial Lending, Strategic Financial..., Business Analysis, Financial Risk, Wealth Management, Business Process..., Financial Analysis, Auditing, Finance, Relationship Management, Financial Services, Operational Risk, Small Business Lending, Management, Commercial Banking, Asset Management, Retail Banking, Securities, Leadership, Mortgage Banking, Consumer Lending, Loan Origination, Executive Management, Capital Markets, Cash Management, Valuation
Education
Northern Illinois University 1987 — 1989
MS, Finance
Carthage College
BA, Business Administration and International Business
Guilford High School
Wells Fargo September 2010 - Present
Principal Financial Group October 1997 - September 2010
Brenton Banks August 1996 - October 1997
AMCORE Bank June 1985 - August 1996
Skills
Series 7, Credit, Banking, Loans, Credit Analysis, Underwriting, Portfolio Management, Investments, Risk Management, Mortgage Lending, Mutual Funds, Insurance, Financial Modeling, Credit Risk, Process Improvement, Commercial Lending, Strategic Financial..., Business Analysis, Financial Risk, Wealth Management, Business Process..., Financial Analysis, Auditing, Finance, Relationship Management, Financial Services, Operational Risk, Small Business Lending, Management, Commercial Banking, Asset Management, Retail Banking, Securities, Leadership, Mortgage Banking, Consumer Lending, Loan Origination, Executive Management, Capital Markets, Cash Management, Valuation
Education
Northern Illinois University 1987 — 1989
MS, Finance
Carthage College
BA, Business Administration and International Business
Guilford High School
Olivia (Maiers) Rockers's Principal Financial Group Experience June 2014 - Present
Job Marketing Consultant at Principal Financial Group
Industry Financial Services
Experience
AMA Iowa June 2014 - Present
Principal Financial Group June 2014 - Present
American Marketing Association - Iowa Chapter September 2011 - Present
Iowa Credit Union League July 2008 - June 2014
Iowa State Daily March 2007 - May 2008
Chandler Chicco Agency 2007 - 2007
Skills
Public Relations, Editing, Event Planning, Marketing Communications, Internal Communications, Direct Marketing, Social Media Marketing, Copywriting, Social Media, Advertising, Web Content Management, Non-profits, Nonprofits, Management, Media Relations, Press Releases, Public Speaking, Brand Awareness, Publications, Sponsorship, Corporate Communications, Marketing, Marketing Strategy, Event Management, Strategy, Newsletters, Facebook, Strategic Communications, Online Marketing, Email Marketing, Integrated Marketing, Digital Marketing, Brand Development, Credit Unions, Social Networking, Trade Shows
Education
Iowa State University 2004 — 2008
B.A., Journalism and Mass Communications (PR Emphasis)
California State University-Northridge 2007 — 2007
Journalism
AMA Iowa June 2014 - Present
Principal Financial Group June 2014 - Present
American Marketing Association - Iowa Chapter September 2011 - Present
Iowa Credit Union League July 2008 - June 2014
Iowa State Daily March 2007 - May 2008
Chandler Chicco Agency 2007 - 2007
Skills
Public Relations, Editing, Event Planning, Marketing Communications, Internal Communications, Direct Marketing, Social Media Marketing, Copywriting, Social Media, Advertising, Web Content Management, Non-profits, Nonprofits, Management, Media Relations, Press Releases, Public Speaking, Brand Awareness, Publications, Sponsorship, Corporate Communications, Marketing, Marketing Strategy, Event Management, Strategy, Newsletters, Facebook, Strategic Communications, Online Marketing, Email Marketing, Integrated Marketing, Digital Marketing, Brand Development, Credit Unions, Social Networking, Trade Shows
Education
Iowa State University 2004 — 2008
B.A., Journalism and Mass Communications (PR Emphasis)
California State University-Northridge 2007 — 2007
Journalism
Niki Green's Principal Financial Group Experience February 1997 - May 2010
Job Vice President Sales Pacific Northwest at Prudential Financial
Industry Financial Services
Experience
Prudential Financial September 2014 - Present
Putnam Investments August 2012 - September 2014
The Standard May 2010 - August 2012
Principal Financial Group February 1997 - May 2010
Bankers Trust August 1995 - February 1997
Principal Financial Group June 1990 - August 1995
Skills
401k, Defined Benefit, Retirement, Employee Benefits, 403 b, Pensions, Retirement Planning, Retirement Plan..., ESOP, Cash Balance, Mutual Funds, Investments, Series 63, Databases, Product Management, Qualified Retirement..., Management, Profit Sharing, Investment Advisory, Series 7, ERISA, Series 6, Wealth Management, Fixed Annuities, Series 24, Defined Contribution, 403b, Defined Benefit...
Education
Central College 1986 — 1990
B.A., Business Management/Communication
UCLA Extension - Interior Design courses
Prudential Financial September 2014 - Present
Putnam Investments August 2012 - September 2014
The Standard May 2010 - August 2012
Principal Financial Group February 1997 - May 2010
Bankers Trust August 1995 - February 1997
Principal Financial Group June 1990 - August 1995
Skills
401k, Defined Benefit, Retirement, Employee Benefits, 403 b, Pensions, Retirement Planning, Retirement Plan..., ESOP, Cash Balance, Mutual Funds, Investments, Series 63, Databases, Product Management, Qualified Retirement..., Management, Profit Sharing, Investment Advisory, Series 7, ERISA, Series 6, Wealth Management, Fixed Annuities, Series 24, Defined Contribution, 403b, Defined Benefit...
Education
Central College 1986 — 1990
B.A., Business Management/Communication
UCLA Extension - Interior Design courses
Azlina Harun Azlina Harun's Principal Financial Group Experience Personal Financial AdvisorAmeriprise FinancialJuly 2003 - June 2007
Job Personal Financial Advisor at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group Personal Financial AdvisorAmeriprise FinancialJuly 2003 - June 2007
Ameriprise Financial 2003 - 2007
Dimensions Unlimited January 2000 - June 2003
Education
California State University-Sacramento 1983 — 1987
Principal Financial Group Personal Financial AdvisorAmeriprise FinancialJuly 2003 - June 2007
Ameriprise Financial 2003 - 2007
Dimensions Unlimited January 2000 - June 2003
Education
California State University-Sacramento 1983 — 1987
Daniel Wall Daniel Wall's Principal Financial Group Experience May 2013 - September 2013
Job Practice Analyst / Paraplanner at Retirement Security Centers
Industry Financial Services
Experience
Retirement Security Centers June 2015 - Present
Lincoln Financial Advisors June 2015 - Present
AIG September 2014 - February 2015
VALIC May 2014 - September 2014
Capital Edge Paintball Park March 2013 - May 2014
Fountainhead Wealth February 2014 - April 2014
Principal Financial Group May 2013 - September 2013
Primerica July 2011 - March 2013
State of California Department of Mental Health January 2012 - September 2012
Neumann Enterprises September 2008 - December 2011
Skills
Leadership, Finance, Teamwork, Networking, Insurance, Financial Planning, Strategic Financial..., Customer Satisfaction, Financial Services, Marketing, Retirement, Mutual Funds, Retirement Planning, Management
Education
California State University-Sacramento 2009 — 2015
Bachelor of Communications, Mass Communications
Retirement Security Centers June 2015 - Present
Lincoln Financial Advisors June 2015 - Present
AIG September 2014 - February 2015
VALIC May 2014 - September 2014
Capital Edge Paintball Park March 2013 - May 2014
Fountainhead Wealth February 2014 - April 2014
Principal Financial Group May 2013 - September 2013
Primerica July 2011 - March 2013
State of California Department of Mental Health January 2012 - September 2012
Neumann Enterprises September 2008 - December 2011
Skills
Leadership, Finance, Teamwork, Networking, Insurance, Financial Planning, Strategic Financial..., Customer Satisfaction, Financial Services, Marketing, Retirement, Mutual Funds, Retirement Planning, Management
Education
California State University-Sacramento 2009 — 2015
Bachelor of Communications, Mass Communications
Jessie Lawyer Jessie Lawyer's Principal Financial Group Experience September 2012 - Present
Job Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group September 2012 - Present
Institute of Musical Arts August 2012 - Present
Ricoh Americas Corporation April 2011 - March 2012
California Family Fitness March 2007 - January 2012
California Family Fitness 2007 - 2011
Yuba City Racquet Club 2001 - 2006
Skills
401k, 403 b, SEP IRA, Variable Annuities, Business Continuation..., Business Overhead..., Buy-sell Agreements, Charitable Giving, College Funding..., Deferred Compensation..., Dental Insurance, Executive Benefits..., Financial Needs Analysis, Disability Insurance, Income Protection, Fixed Annuities, Asset Allocation, Buy-Sell Review, Estate Planning, Informal Business..., IRAs (Traditional &..., Key Person Insurance, Long Term Care Insurance, Mutual Funds, Pension Plans, Retirement Planning, Salary Continuation, Series 6, 63..., Split Dollar Plans, Supplemental Retirement..., Survivor Income, Tax-Deferred Savings, Term Life Insurance, Universal Life Insurance, Wellness Programs, Wealth Accumulation, Whole Life Insurance
Education
Casper College 1999 — 2005
Business/Commerce, General
West Hills College Coalinga 1998 — 1999
Sports and Exercise
Principal Financial Group September 2012 - Present
Institute of Musical Arts August 2012 - Present
Ricoh Americas Corporation April 2011 - March 2012
California Family Fitness March 2007 - January 2012
California Family Fitness 2007 - 2011
Yuba City Racquet Club 2001 - 2006
Skills
401k, 403 b, SEP IRA, Variable Annuities, Business Continuation..., Business Overhead..., Buy-sell Agreements, Charitable Giving, College Funding..., Deferred Compensation..., Dental Insurance, Executive Benefits..., Financial Needs Analysis, Disability Insurance, Income Protection, Fixed Annuities, Asset Allocation, Buy-Sell Review, Estate Planning, Informal Business..., IRAs (Traditional &..., Key Person Insurance, Long Term Care Insurance, Mutual Funds, Pension Plans, Retirement Planning, Salary Continuation, Series 6, 63..., Split Dollar Plans, Supplemental Retirement..., Survivor Income, Tax-Deferred Savings, Term Life Insurance, Universal Life Insurance, Wellness Programs, Wealth Accumulation, Whole Life Insurance
Education
Casper College 1999 — 2005
Business/Commerce, General
West Hills College Coalinga 1998 — 1999
Sports and Exercise
Kevin Harper Kevin Harper's Principal Financial Group Experience July 2014 - Present
Job Benefit Planning Counselor at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group July 2014 - Present
Merrill Lynch July 2012 - July 2014
New York Life January 2008 - July 2012
WSOC-TV Cox Broadcasting April 1998 - December 2007
WBT Carolina Panthers Radio 1995 - 1997
Skills
Insurance, Retirement Planning, Risk Management, Wealth Management, Funding, Financial Advisor, Long Term Care Insurance, Cash Management, Estate Planning, Investments, Banking, Credit and Lending, Solutions for Business, 401k, 401k Rollovers, Retirement, Financial Advisory, Financial Services, Leadership, Long-term Care, Mutual Funds, Small Business, Financial Planning, IRAs, Life Insurance, Portfolio Management, Disability Insurance, Variable Annuities
Education
Canisius College 1980 — 1985
BA, History
Principal Financial Group July 2014 - Present
Merrill Lynch July 2012 - July 2014
New York Life January 2008 - July 2012
WSOC-TV Cox Broadcasting April 1998 - December 2007
WBT Carolina Panthers Radio 1995 - 1997
Skills
Insurance, Retirement Planning, Risk Management, Wealth Management, Funding, Financial Advisor, Long Term Care Insurance, Cash Management, Estate Planning, Investments, Banking, Credit and Lending, Solutions for Business, 401k, 401k Rollovers, Retirement, Financial Advisory, Financial Services, Leadership, Long-term Care, Mutual Funds, Small Business, Financial Planning, IRAs, Life Insurance, Portfolio Management, Disability Insurance, Variable Annuities
Education
Canisius College 1980 — 1985
BA, History
Jeff Kissiar Jeff Kissiar's Principal Financial Group Experience 2013 - June 2014
Job Investment Representative at Securites America, Inc. DBA The Pension People
Industry Financial Services
Experience
Securities America, Inc. Member FINRA/SIPC 2014 - Present
Home of the $80 Tax Return January 2015 - Present
Principal Financial Group 2013 - June 2014
Northwestern Mutual Financial Network August 2012 - July 2013
Veterans Services Office January 2012 - June 2012
United States Air Force October 2003 - October 2007
Skills
Financial Needs Analysis, Mutual Funds, Asset Allocation, College Funding..., 401k, 403 b, Traditional IRA, Roth IRA, Simple IRA, Income Protection, Universal Life, Whole Life, Term Life Insurance
Education
CSU Sacramento 2010 — 2012
Bachelor of Science (B.S.), Finance
Sierra College 2008 — 2010
Associate of Science (A.S.); Associate of Arts (A.A.), Business Administration and Management, General; Liberal Arts
Securities America, Inc. Member FINRA/SIPC 2014 - Present
Home of the $80 Tax Return January 2015 - Present
Principal Financial Group 2013 - June 2014
Northwestern Mutual Financial Network August 2012 - July 2013
Veterans Services Office January 2012 - June 2012
United States Air Force October 2003 - October 2007
Skills
Financial Needs Analysis, Mutual Funds, Asset Allocation, College Funding..., 401k, 403 b, Traditional IRA, Roth IRA, Simple IRA, Income Protection, Universal Life, Whole Life, Term Life Insurance
Education
CSU Sacramento 2010 — 2012
Bachelor of Science (B.S.), Finance
Sierra College 2008 — 2010
Associate of Science (A.S.); Associate of Arts (A.A.), Business Administration and Management, General; Liberal Arts
Jared Hottle Jared Hottle's Principal Financial Group Experience January 2013 - May 2013
Job Assistant Football Coach Special Teams Coordinator/Wide Receivers Coach Dakota State University
Industry Higher Education
Experience
Dakota State University July 2014 - Present
Dakota State University June 2013 - August 2014
Principal Financial Group January 2013 - May 2013
Central College June 2012 - December 2012
Central College August 2009 - December 2012
Marsh & McLennan Companies, Inc. May 2012 - August 2012
Iowa Cubs April 2012 - August 2012
Friends of Herman Cain August 2011 - November 2011
Skills
Microsoft Office, Microsoft Excel, Lean Tools, Six Sigma, Football, Economics, Coaching, Analytics, Management, Time Management, College Recruiting, Leadership, Editing, Recruiting, Facebook
Education
Dakota State University 2013 — 2014
Master's Degree, Educational/Instructional Technology
Central College 2009 — 2012
Bachelor of Arts Degree, Economics, Political Science
Dakota State University July 2014 - Present
Dakota State University June 2013 - August 2014
Principal Financial Group January 2013 - May 2013
Central College June 2012 - December 2012
Central College August 2009 - December 2012
Marsh & McLennan Companies, Inc. May 2012 - August 2012
Iowa Cubs April 2012 - August 2012
Friends of Herman Cain August 2011 - November 2011
Skills
Microsoft Office, Microsoft Excel, Lean Tools, Six Sigma, Football, Economics, Coaching, Analytics, Management, Time Management, College Recruiting, Leadership, Editing, Recruiting, Facebook
Education
Dakota State University 2013 — 2014
Master's Degree, Educational/Instructional Technology
Central College 2009 — 2012
Bachelor of Arts Degree, Economics, Political Science
Dr. Richard Lombardo, PhD Dr. Richard Lombardo, PhD's Principal Financial Group Experience January 1997 - January 2003
Job Education, Training, and Operational Leadership
Industry Education Management
Experience
Valley College April 2015 - Present
Harcum College December 2014 - Present
Corporate College Services, Inc. September 2013 - Present
Anthem Institute October 2013 - August 2014
Empire Education Group November 2012 - October 2013
Empire Education Group September 2010 - November 2012
INSURED CAPITAL MANAGEMENT August 2006 - September 2010
PENN MUTUAL LIFE INSURANCE COMPANY February 2003 - May 2006
Principal Financial Group January 1997 - January 2003
Skills
Strategic Planning, Change Management, Business Process Mapping, Market Development, Internal Audit, Operations Management, Insurance, Leadership, Leadership Development, Team Building, Coaching, Public Speaking, Program Development, Human Resources, Training, Management, Program Management, Marketing, Sales, Account Management, Project Management, Sales Management, New Business Development, Staff Development, Organizational..., Adult Education, Recruiting, P&L Management, Employee Training, Fundraising
Education
Capella University 2008 — 2014
Doctor of Philosophy (Ph.D.), Education/Professional Services
Eastern University 2002 — 2008
MBA, Management
Eastern University 2003 — 2006
BA, Organizational Management
Ridley High School
Valley College April 2015 - Present
Harcum College December 2014 - Present
Corporate College Services, Inc. September 2013 - Present
Anthem Institute October 2013 - August 2014
Empire Education Group November 2012 - October 2013
Empire Education Group September 2010 - November 2012
INSURED CAPITAL MANAGEMENT August 2006 - September 2010
PENN MUTUAL LIFE INSURANCE COMPANY February 2003 - May 2006
Principal Financial Group January 1997 - January 2003
Skills
Strategic Planning, Change Management, Business Process Mapping, Market Development, Internal Audit, Operations Management, Insurance, Leadership, Leadership Development, Team Building, Coaching, Public Speaking, Program Development, Human Resources, Training, Management, Program Management, Marketing, Sales, Account Management, Project Management, Sales Management, New Business Development, Staff Development, Organizational..., Adult Education, Recruiting, P&L Management, Employee Training, Fundraising
Education
Capella University 2008 — 2014
Doctor of Philosophy (Ph.D.), Education/Professional Services
Eastern University 2002 — 2008
MBA, Management
Eastern University 2003 — 2006
BA, Organizational Management
Ridley High School
Stacey (Buresh) Mueggenberg, CLF® Stacey (Buresh) Mueggenberg, CLF®'s Principal Financial Group Experience March 2013 - Present
Job Senior Distribution Consultant at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group March 2013 - Present
Principal Financial Group March 2006 - February 2013
Principal Financial Group September 2002 - February 2006
Skills
Retirement Planning, Series 7, Management, Fixed Annuities, Recruiting
Education
The American College 2013 — 2014
Chartered Leadership Fellow, Financial Services
Drake University 2001 — 2002
Adult Learning Performance and Development
Central College 1995 — 1999
University of London 1998 — 1998
Prairie High School 1991 — 1995
Principal Financial Group March 2013 - Present
Principal Financial Group March 2006 - February 2013
Principal Financial Group September 2002 - February 2006
Skills
Retirement Planning, Series 7, Management, Fixed Annuities, Recruiting
Education
The American College 2013 — 2014
Chartered Leadership Fellow, Financial Services
Drake University 2001 — 2002
Adult Learning Performance and Development
Central College 1995 — 1999
University of London 1998 — 1998
Prairie High School 1991 — 1995
Edward Sfeir Edward Sfeir's Principal Financial Group Experience 2005 - Present
Job Financial Advisor at Wesport Financial Group, Inc.
Industry Financial Services
Experience
Principal Financial Group 2005 - Present
Wesport Financial Group, Inc. 1985 - Present
Skills
Retirement, Investments, Financial Services
Education
Canisius College
Bachelors, Psychology and Business
Principal Financial Group 2005 - Present
Wesport Financial Group, Inc. 1985 - Present
Skills
Retirement, Investments, Financial Services
Education
Canisius College
Bachelors, Psychology and Business
Bob Stocker Bob Stocker's Principal Financial Group Experience 1989 - 2002
Job Market Manager at Humana, Inc.
Industry Insurance
Experience
Humana, Inc. 2013 - Present
Stocker Benefits 2010 - 2013
Aetna 2007 - 2010
Assurant Health 2004 - 2007
Principal Financial Group 1989 - 2002
Skills
Sales, Corporate Sales..., Marketing Strategy, Product Marketing, Sales Management, Medicare, Employee Benefits, Marketing, Health Policy, Brokers, Health Savings Accounts, Strategy, Health Insurance, Insurance, Disability Insurance, Underwriting, Term Life Insurance
Education
Carroll College 1980 — 1984
BA, Organizational Communication
Oconomowoc High School
Humana, Inc. 2013 - Present
Stocker Benefits 2010 - 2013
Aetna 2007 - 2010
Assurant Health 2004 - 2007
Principal Financial Group 1989 - 2002
Skills
Sales, Corporate Sales..., Marketing Strategy, Product Marketing, Sales Management, Medicare, Employee Benefits, Marketing, Health Policy, Brokers, Health Savings Accounts, Strategy, Health Insurance, Insurance, Disability Insurance, Underwriting, Term Life Insurance
Education
Carroll College 1980 — 1984
BA, Organizational Communication
Oconomowoc High School
Randy Timm CLU, ChFC's Principal Financial Group Experience January 1983 - April 1985
Job Senior Vice President Product, Agent Education and Training, Public Speaker, Writer
Industry Insurance
Experience
Brokers International Ltd. June 2005 - Present
AmerUs Group November 2001 - May 2005
Interstate Assurance Company April 1985 - September 2001
Principal Financial Group January 1983 - April 1985
Skills
Annuities, Insurance, Financial Planning, New Business Development, Marketing Strategy, Product Development, Market Research, Public Speaking, Retirement, Strategic Financial..., Fixed Annuities, Team Building, Financial Planners, Long-term Care, Variable Annuities, Life Insurance, Sales, Account Management, Risk Management, Employee Benefits, Investments, Leadership, Retirement Planning, Sales Management, Training, Marketing, Term Life Insurance, Estate Planning, Financial Advisory, Small Business, Management, 401k, Financial Services, IRAs, Disability Insurance, Long Term Care Insurance, Whole Life, Brokers, Relationship Management, Underwriting, Property & Casualty..., General Insurance, Medicare, Series 6, Universal Life, Wealth, Highly self-motivated, Highly Dedicated, Highly Reliable, Highly personable
Education
The American College 1988 — 2001
ChFC, Chartered Financial Consultant
The American College 1986 — 1987
CLU, Chartered Life Underwriter
Life Office Management Association 1983 — 1985
FLMI
Iowa State University - College of Business 1980 — 1982
BBA, Finance
Central College 1979 — 1980
Meservey-Thornton High School 1975 — 1979
Diploma, College Prep
Brokers International Ltd. June 2005 - Present
AmerUs Group November 2001 - May 2005
Interstate Assurance Company April 1985 - September 2001
Principal Financial Group January 1983 - April 1985
Skills
Annuities, Insurance, Financial Planning, New Business Development, Marketing Strategy, Product Development, Market Research, Public Speaking, Retirement, Strategic Financial..., Fixed Annuities, Team Building, Financial Planners, Long-term Care, Variable Annuities, Life Insurance, Sales, Account Management, Risk Management, Employee Benefits, Investments, Leadership, Retirement Planning, Sales Management, Training, Marketing, Term Life Insurance, Estate Planning, Financial Advisory, Small Business, Management, 401k, Financial Services, IRAs, Disability Insurance, Long Term Care Insurance, Whole Life, Brokers, Relationship Management, Underwriting, Property & Casualty..., General Insurance, Medicare, Series 6, Universal Life, Wealth, Highly self-motivated, Highly Dedicated, Highly Reliable, Highly personable
Education
The American College 1988 — 2001
ChFC, Chartered Financial Consultant
The American College 1986 — 1987
CLU, Chartered Life Underwriter
Life Office Management Association 1983 — 1985
FLMI
Iowa State University - College of Business 1980 — 1982
BBA, Finance
Central College 1979 — 1980
Meservey-Thornton High School 1975 — 1979
Diploma, College Prep
Dan Gaylord Dan Gaylord's Principal Financial Group Experience 2007 - 2008
Job VP CRE Lending at Ready Cap Commercial, LLC
Industry Real Estate
Experience
Ready Cap Commercial, LLC January 2013 - Present
Apartment Bank March 2010 - January 2013
Arbor Commercial Mortgage September 2008 - May 2009
Principal Financial Group 2007 - 2008
First California Bank 2005 - 2007
Imperial Capital Bancorp, Inc. and Imperial Capital Bank 2003 - 2005
Skills
Commercial Mortgages, Loans, Mortgage Lending, Loan Origination, Underwriting, Commercial Lending, Real Estate Economics, Real Estate, Credit, Real Estate Financing, Investment Properties, Commercial Real Estate, Refinance, Investments, Credit Analysis, Banking, Construction Loans, Mortgage Banking
Education
UCLA 1983 — 1984
Real Estate
California State University-Fullerton 1982 — 1984
Bachelor's degree, Real Estate Finance
Ready Cap Commercial, LLC January 2013 - Present
Apartment Bank March 2010 - January 2013
Arbor Commercial Mortgage September 2008 - May 2009
Principal Financial Group 2007 - 2008
First California Bank 2005 - 2007
Imperial Capital Bancorp, Inc. and Imperial Capital Bank 2003 - 2005
Skills
Commercial Mortgages, Loans, Mortgage Lending, Loan Origination, Underwriting, Commercial Lending, Real Estate Economics, Real Estate, Credit, Real Estate Financing, Investment Properties, Commercial Real Estate, Refinance, Investments, Credit Analysis, Banking, Construction Loans, Mortgage Banking
Education
UCLA 1983 — 1984
Real Estate
California State University-Fullerton 1982 — 1984
Bachelor's degree, Real Estate Finance
Sean Blenkle Sean Blenkle's Principal Financial Group Experience April 2013 - Present
Job Relationship Manager Principal Financial
Industry Insurance
Experience
Principal Financial Group April 2013 - Present
Moore Benefits Inc. December 2009 - April 2013
Jones / Halder & Associates February 2008 - September 2009
Blizzard Entertainment May 2006 - February 2008
49er Shops, Inc January 2003 - May 2006
Skills
Sales, Employee Benefits, Coaching, Data Analysis, Investments, Event Planning, Healthcare, Finance, Analysis, Health Insurance, Leadership
Education
California State University-Long Beach 2001 — 2006
B. A., Political Science
Principal Financial Group April 2013 - Present
Moore Benefits Inc. December 2009 - April 2013
Jones / Halder & Associates February 2008 - September 2009
Blizzard Entertainment May 2006 - February 2008
49er Shops, Inc January 2003 - May 2006
Skills
Sales, Employee Benefits, Coaching, Data Analysis, Investments, Event Planning, Healthcare, Finance, Analysis, Health Insurance, Leadership
Education
California State University-Long Beach 2001 — 2006
B. A., Political Science
Karen Starr's Principal Financial Group Experience 2006 - Present
Job Sr. Financial Advisor at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group 2006 - Present
Thrivent Financial for Lutherans 1996 - 2006
Bank One, Columbus NA 1990 - 1996
Skills
Retirement Planning, Wealth Management, Business Planning, Strategic Financial...
Education
Capital University - School of Management 1993 — 1996
MBA, Finance & Marketing
St. Olaf College 1985 — 1989
BA, Music Education
Principal Financial Group 2006 - Present
Thrivent Financial for Lutherans 1996 - 2006
Bank One, Columbus NA 1990 - 1996
Skills
Retirement Planning, Wealth Management, Business Planning, Strategic Financial...
Education
Capital University - School of Management 1993 — 1996
MBA, Finance & Marketing
St. Olaf College 1985 — 1989
BA, Music Education
Paula Barnes's Principal Financial Group Experience July 2015 - Present
Job Financial Representative at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group July 2015 - Present
Jockey International, Inc 2003 - 2015
Jockey International, Inc. 1999 - 2003
Jockey International, Inc. 1997 - 1999
Carter's OshKosh B'gosh 1995 - 1997
Shopko 1995 - 1995
Skills
Leadership, Team Building, Cross-functional Team..., Brand Management, Strategic Planning, Product Development, Marketing, Trend Analysis, Sales, Project Management, Process Improvement, Business Development, Product Management, Financial Analysis, Sales Analysis, Competitive Analysis, Retail Sales Analysis, New Business Development, Merchandising, Management, Assortment, Apparel, Consumer Products, Wholesale, Retail, Inventory Management, Sourcing, Forecasting, Marketing Communications, Supply Chain, Customer Service, Calendar Planning, Sportswear, Pricing, Global Sourcing, Negotiation, Profit, Wovens, Merchandise Planning, Fashion, Fit, Timeline Development, Textiles, Sales Presentations, Presentation Development, Strategy, P&L Management, Marketing Strategy, Private Label, Budgets
Education
Cardinal Stritch University 2002 — 2004
Master's degree, Business Administration and Management, General
Cardinal Stritch University
Bachelor of Applied Science (BASc), Business Administration and Management, General
Principal Financial Group July 2015 - Present
Jockey International, Inc 2003 - 2015
Jockey International, Inc. 1999 - 2003
Jockey International, Inc. 1997 - 1999
Carter's OshKosh B'gosh 1995 - 1997
Shopko 1995 - 1995
Skills
Leadership, Team Building, Cross-functional Team..., Brand Management, Strategic Planning, Product Development, Marketing, Trend Analysis, Sales, Project Management, Process Improvement, Business Development, Product Management, Financial Analysis, Sales Analysis, Competitive Analysis, Retail Sales Analysis, New Business Development, Merchandising, Management, Assortment, Apparel, Consumer Products, Wholesale, Retail, Inventory Management, Sourcing, Forecasting, Marketing Communications, Supply Chain, Customer Service, Calendar Planning, Sportswear, Pricing, Global Sourcing, Negotiation, Profit, Wovens, Merchandise Planning, Fashion, Fit, Timeline Development, Textiles, Sales Presentations, Presentation Development, Strategy, P&L Management, Marketing Strategy, Private Label, Budgets
Education
Cardinal Stritch University 2002 — 2004
Master's degree, Business Administration and Management, General
Cardinal Stritch University
Bachelor of Applied Science (BASc), Business Administration and Management, General
Angelica Marquez's Principal Financial Group Experience May 2011 - June 2013
Job Bilingual Sales Coordinator/Executive Assistant at Otis McAllister
Industry Marketing and Advertising
Experience
Otis McAllister, Inc. January 2015 - May 2015
Alcance Media Group 2014 - 2015
Radio Vivez August 2013 - November 2013
Principal Financial Group May 2011 - June 2013
Mexican Cultural Center of Northern May 2011 - June 2013
SWRCB OCC November 2007 - March 2011
Skills
Office Administration, Microsoft Excel, PowerPoint, Employee Benefits, Administrative..., Outlook, Microsoft Word, Expense Reports, Databases, Data Entry, Intrapersonal Skills, Close Attention to..., Motivated self-starter, Resourceful in the..., Calendars, Travel Arrangements, Calendaring, Confidentiality, Fax, Filing, Meeting Scheduling, Internet Explorer, Time Management, Phone Etiquette, Critical Thinking, Invoice Processing, Meeting Planning, Organized Multi-tasker, Written Correspondence, Travel Planning, Microsoft Office 2007, Organization, Spreadsheets, Management, Administrative..., Microsoft Office, Customer Service, Organization, Social Media, Public Relations, Event Planning, Social Networking, Public Speaking, Spanish, Marketing
Education
San Francisco State University 2014 — 2014
Bachelor of Applied Science (B.A.Sc.), International Relations and Affairs
CSU Sacramento 2011 — 2013
Bachelor of Arts (B.A.), International Relations and Affairs
American River College 2007 — 2011
Associate of Arts (A.A.), Political Science and Government
Otis McAllister, Inc. January 2015 - May 2015
Alcance Media Group 2014 - 2015
Radio Vivez August 2013 - November 2013
Principal Financial Group May 2011 - June 2013
Mexican Cultural Center of Northern May 2011 - June 2013
SWRCB OCC November 2007 - March 2011
Skills
Office Administration, Microsoft Excel, PowerPoint, Employee Benefits, Administrative..., Outlook, Microsoft Word, Expense Reports, Databases, Data Entry, Intrapersonal Skills, Close Attention to..., Motivated self-starter, Resourceful in the..., Calendars, Travel Arrangements, Calendaring, Confidentiality, Fax, Filing, Meeting Scheduling, Internet Explorer, Time Management, Phone Etiquette, Critical Thinking, Invoice Processing, Meeting Planning, Organized Multi-tasker, Written Correspondence, Travel Planning, Microsoft Office 2007, Organization, Spreadsheets, Management, Administrative..., Microsoft Office, Customer Service, Organization, Social Media, Public Relations, Event Planning, Social Networking, Public Speaking, Spanish, Marketing
Education
San Francisco State University 2014 — 2014
Bachelor of Applied Science (B.A.Sc.), International Relations and Affairs
CSU Sacramento 2011 — 2013
Bachelor of Arts (B.A.), International Relations and Affairs
American River College 2007 — 2011
Associate of Arts (A.A.), Political Science and Government
Rick Love Rick Love's Principal Financial Group Experience 2011 - Present
Job Princor Registered Representative
Industry Financial Services
Experience
Principal Financial Group 2011 - Present
uLink Network 2011 - Present
Education
California State University-Sacramento 1997 — 2003
Bachelor of Arts, Communications; Digital Media
Victory Christian School 1996 — 1997
High School Diploma
Sacramento Lutheran High School 1993 — 1996
High School Diploma
Town & Country Lutheran School 1984 — 1993
Elementary School & Junior High
Principal Financial Group 2011 - Present
uLink Network 2011 - Present
Education
California State University-Sacramento 1997 — 2003
Bachelor of Arts, Communications; Digital Media
Victory Christian School 1996 — 1997
High School Diploma
Sacramento Lutheran High School 1993 — 1996
High School Diploma
Town & Country Lutheran School 1984 — 1993
Elementary School & Junior High
Kyle Ford's Principal Financial Group Experience September 2005 - August 2007
Job Celebrated Bon Vivant, Thirsty Revivalist of Potent Potables, Mixologist Extraordinaire
Industry Wine and Spirits
Experience
Rémy Cointreau USA March 2015 - Present
Ford Mixology Lab July 2009 - Present
Remy Cointreau USA March 2012 - March 2015
Notable Cocktail Bars July 2009 - March 2012
Empyrion Wealth Mgmt Inc. September 2007 - June 2009
Principal Financial Group September 2005 - August 2007
Kovars Satori Academy of Martial Arts 1998 - 2000
Skills
Wine, Wine Tasting, Brand Representation, Brand Development, Cocktails, Spirits, Bartending, Cocktail Creation, Cocktail Education, Cocktail Journalism, Cocktail Styling, Events, Entertainment, High-Volume Bartending, Menu Development, Mixology, Social Media Marketing, Social Networking, Spirits Education, Spirits Tasting, Television and Radio, Wine Education, Brand Management, Alcoholic Beverages, Brand Awareness, Beer, Event Management, Wineries, Event Planning, Winemaking, Food, Restaurants, Market Planning, Marketing Strategy, Marketing Management, Management, Restaurant Management, Product Marketing, Beverage Industry, Trade Marketing, Hospitality, Relationship Marketing, Customer Insight, Key Account Development, Distributors, Pricing, Blogging, Marketing, Food & Beverage, Social Media
Education
California State University-Sacramento 2001 — 2004
Bachelor of Arts (BA), Economics, Cum Laude (3.683)
Rémy Cointreau USA March 2015 - Present
Ford Mixology Lab July 2009 - Present
Remy Cointreau USA March 2012 - March 2015
Notable Cocktail Bars July 2009 - March 2012
Empyrion Wealth Mgmt Inc. September 2007 - June 2009
Principal Financial Group September 2005 - August 2007
Kovars Satori Academy of Martial Arts 1998 - 2000
Skills
Wine, Wine Tasting, Brand Representation, Brand Development, Cocktails, Spirits, Bartending, Cocktail Creation, Cocktail Education, Cocktail Journalism, Cocktail Styling, Events, Entertainment, High-Volume Bartending, Menu Development, Mixology, Social Media Marketing, Social Networking, Spirits Education, Spirits Tasting, Television and Radio, Wine Education, Brand Management, Alcoholic Beverages, Brand Awareness, Beer, Event Management, Wineries, Event Planning, Winemaking, Food, Restaurants, Market Planning, Marketing Strategy, Marketing Management, Management, Restaurant Management, Product Marketing, Beverage Industry, Trade Marketing, Hospitality, Relationship Marketing, Customer Insight, Key Account Development, Distributors, Pricing, Blogging, Marketing, Food & Beverage, Social Media
Education
California State University-Sacramento 2001 — 2004
Bachelor of Arts (BA), Economics, Cum Laude (3.683)
Leonard Dean, CFP® Leonard Dean, CFP®'s Principal Financial Group Experience January 1989 - December 2008
Job Owner, DEAN BENNETT Insurance & Financial Services, Inc.
Industry Financial Services
Experience
DEAN BENNETT Insurance & Financial Services, Inc. March 1983 - Present
Allstate Financial Services, LLC 2010 - 2015
Principal Financial Group January 1989 - December 2008
USMC June 1970 - March 1983
Skills
Insurance, Investments, Financial Planning, Public Speaking, Securities, Sales Management, Mentoring, Team Building, Business Planning, Succession Planning, Change Management, Leadership Development, Management Consulting
Education
The American College 1999 — 2002
CFP, Financial Planning and Services
California State University-Long Beach 1975 — 1977
BA, Dean's List
DEAN BENNETT Insurance & Financial Services, Inc. March 1983 - Present
Allstate Financial Services, LLC 2010 - 2015
Principal Financial Group January 1989 - December 2008
USMC June 1970 - March 1983
Skills
Insurance, Investments, Financial Planning, Public Speaking, Securities, Sales Management, Mentoring, Team Building, Business Planning, Succession Planning, Change Management, Leadership Development, Management Consulting
Education
The American College 1999 — 2002
CFP, Financial Planning and Services
California State University-Long Beach 1975 — 1977
BA, Dean's List
Fred Norris's Principal Financial Group Experience November 1989 - January 2001
Job Music Teacher and TESOL/ELL Teacher at Canal Winchester Local Schools
Industry Education Management
Experience
Canal Winchester Local Schools July 2013 - Present
Private Guitar Lesson Studio 2002 - Present
Blessed Hope Bible Church 2010 - Present
Canal Winchester Local Schools January 2001 - June 2015
Gahanna Community Theatre 2004 - 2010
Little Theatre Off Broadway 2004 - 2008
Principal Financial Group November 1989 - January 2001
Columbus City Schools August 1982 - June 1984
Sherwood School District 88J August 1979 - June 1981
Sweet Home School District #55 August 1977 - June 1979
Skills
Music Education, Teaching, Guitar, Music, Musical Theatre, Kodaly Music Education, Customer Service, TESOL, Teaching English as a..., Tutoring, Language Arts, Music Composition, Music Arrangement, Vocal Performance, Microsoft Office, PC Maintenance, Singing, Public Speaking, Elementary Education, Music Theory, Musicians, Choral
Education
Capital University 2011 — 2012
TESOL - Teaching English to Speakers of Other Languages
Duquesne University 2006 — 2009
graduate work, Teaching Guitar
Capital University 2001 — 2003
MMEd, Music Education - Kodály emphasis
Eastern Illinois University 1974 — 1977
B.Music, Music - Vocal emphasis / Music Ed
Judson University 1972 — 1974
Music, Fine Arts
Canal Winchester Local Schools July 2013 - Present
Private Guitar Lesson Studio 2002 - Present
Blessed Hope Bible Church 2010 - Present
Canal Winchester Local Schools January 2001 - June 2015
Gahanna Community Theatre 2004 - 2010
Little Theatre Off Broadway 2004 - 2008
Principal Financial Group November 1989 - January 2001
Columbus City Schools August 1982 - June 1984
Sherwood School District 88J August 1979 - June 1981
Sweet Home School District #55 August 1977 - June 1979
Skills
Music Education, Teaching, Guitar, Music, Musical Theatre, Kodaly Music Education, Customer Service, TESOL, Teaching English as a..., Tutoring, Language Arts, Music Composition, Music Arrangement, Vocal Performance, Microsoft Office, PC Maintenance, Singing, Public Speaking, Elementary Education, Music Theory, Musicians, Choral
Education
Capital University 2011 — 2012
TESOL - Teaching English to Speakers of Other Languages
Duquesne University 2006 — 2009
graduate work, Teaching Guitar
Capital University 2001 — 2003
MMEd, Music Education - Kodály emphasis
Eastern Illinois University 1974 — 1977
B.Music, Music - Vocal emphasis / Music Ed
Judson University 1972 — 1974
Music, Fine Arts
Thea M Czachorowski's Principal Financial Group Experience March 1994 - March 1996
Job Vice President, Channel Marketing at BNY Mellon
Industry Marketing and Advertising
Experience
BNY Mellon July 2015 - Present
Pacific Life August 2014 - March 2015
Pacific Life January 2007 - August 2014
AXA Financial March 1996 - December 2006
Principal Financial Group March 1994 - March 1996
Skills
Written & Oral..., Marketing, Leadership, Product Marketing, Project Management, Marketing Strategy, Marketing Communications, Copywriting, Fixed Annuities, Strategy, Investments, Management, Social Media Marketing, Mutual Funds, Training, Financial Services, Employee Training, Budgets, Insurance
Education
Cedar Crest College 1989 — 1991
General Studies
New Jersey City University
BNY Mellon July 2015 - Present
Pacific Life August 2014 - March 2015
Pacific Life January 2007 - August 2014
AXA Financial March 1996 - December 2006
Principal Financial Group March 1994 - March 1996
Skills
Written & Oral..., Marketing, Leadership, Product Marketing, Project Management, Marketing Strategy, Marketing Communications, Copywriting, Fixed Annuities, Strategy, Investments, Management, Social Media Marketing, Mutual Funds, Training, Financial Services, Employee Training, Budgets, Insurance
Education
Cedar Crest College 1989 — 1991
General Studies
New Jersey City University
John Olsen John Olsen's Principal Financial Group Experience June 2012 - July 2014
Job Founder at Omicron Systems.net
Industry Management Consulting
Experience
Omicron Systems.net July 2014 - Present
Principal Financial Group June 2012 - July 2014
3 Pointe Financial August 2005 - July 2012
Lincoln Financial Distributors 2001 - 2005
Conseco 1998 - 2001
Pacific Life 1995 - 1998
Skills
Sales Management..., Direct Sales, Key Account Management, B2B Marketing, Business Continuity..., Employee Benefits, Estate Planning, Risk Management, Employee Wellness, Executive Benefit..., Business Overhead..., Leadership, Executive Management, Investment Advisory, Corporate Development, Business Coaching, Portfolio Management, Strategic Partnerships, Wellness Programs, Financial Planning
Education
California State University-Long Beach 1986 — 1992
BA
Los Alamitos High School 1985 — 1986
General
Hellgate High School - Missoula MT 1982 — 1985
General
Omicron Systems.net July 2014 - Present
Principal Financial Group June 2012 - July 2014
3 Pointe Financial August 2005 - July 2012
Lincoln Financial Distributors 2001 - 2005
Conseco 1998 - 2001
Pacific Life 1995 - 1998
Skills
Sales Management..., Direct Sales, Key Account Management, B2B Marketing, Business Continuity..., Employee Benefits, Estate Planning, Risk Management, Employee Wellness, Executive Benefit..., Business Overhead..., Leadership, Executive Management, Investment Advisory, Corporate Development, Business Coaching, Portfolio Management, Strategic Partnerships, Wellness Programs, Financial Planning
Education
California State University-Long Beach 1986 — 1992
BA
Los Alamitos High School 1985 — 1986
General
Hellgate High School - Missoula MT 1982 — 1985
General
Chris Maturo Chris Maturo's Principal Financial Group Experience February 2002 - April 2004
Job Sales Executive at AmeriHome
Industry Financial Services
Experience
AmeriHome Mortgage Company, LLC November 2013 - Present
Praedo Institute February 2013 - October 2013
Veritas Funding January 2012 - January 2013
Bird Insurance/Omni VMS 2007 - 2013
Bank of America Correspondent Lending April 2004 - December 2011
Principal Financial Group February 2002 - April 2004
Chase Home Finance July 2001 - February 2002
Previous Employment February 1996 - July 2001
Skills
Team Building, Business Development, Strategic Planning, Financial Services, Management, Mortgage Lending, Mortgage Banking, Loan Origination, Credit, Residential Mortgages, Banking, Credit Risk, FHA, Investments, Underwriting, Contract Negotiation, CRM, Sales, Sales Operations, Sales Management, VA loans, Residential Homes, Marketing Strategy, Business Planning, USDA, Real Estate, Strategic Partnerships, Training, Marketing, Loss Mitigation, Refinance, Selling, Reverse Mortgages, Finance, FHA financing, Government Loans, Customer Satisfaction, Loan Servicing, Relationship Management, Certified Mortgage..., Cross Selling, Executive Management, Mortgage Underwriting, Credit Analysis, Team Management, Pricing, Portfolio Management, Leadership, Real Estate Financing, Customer Retention
Education
University of California, Irvine 1991 — 1993
Bachelor of Science, Biological Sciences
California State University-Long Beach 1989 — 1990
Anatomy / Physiology
AmeriHome Mortgage Company, LLC November 2013 - Present
Praedo Institute February 2013 - October 2013
Veritas Funding January 2012 - January 2013
Bird Insurance/Omni VMS 2007 - 2013
Bank of America Correspondent Lending April 2004 - December 2011
Principal Financial Group February 2002 - April 2004
Chase Home Finance July 2001 - February 2002
Previous Employment February 1996 - July 2001
Skills
Team Building, Business Development, Strategic Planning, Financial Services, Management, Mortgage Lending, Mortgage Banking, Loan Origination, Credit, Residential Mortgages, Banking, Credit Risk, FHA, Investments, Underwriting, Contract Negotiation, CRM, Sales, Sales Operations, Sales Management, VA loans, Residential Homes, Marketing Strategy, Business Planning, USDA, Real Estate, Strategic Partnerships, Training, Marketing, Loss Mitigation, Refinance, Selling, Reverse Mortgages, Finance, FHA financing, Government Loans, Customer Satisfaction, Loan Servicing, Relationship Management, Certified Mortgage..., Cross Selling, Executive Management, Mortgage Underwriting, Credit Analysis, Team Management, Pricing, Portfolio Management, Leadership, Real Estate Financing, Customer Retention
Education
University of California, Irvine 1991 — 1993
Bachelor of Science, Biological Sciences
California State University-Long Beach 1989 — 1990
Anatomy / Physiology
Nathan Ober Nathan Ober's Principal Financial Group Experience 2007 - 2013
Job Project Manager at Lifestyle Development
Industry Financial Services
Experience
Lifestyle Development 2013 - Present
Principal Financial Group 2007 - 2013
Principal Financial Group 2005 - 2007
Principal Financial Group 2003 - 2005
Principal Financial Group 2002 - 2003
Briggs Corporation 2000 - 2002
Skills
SDLC, Requirements Gathering, Requirements Analysis, Business Analysis, DB2, SQL, SharePoint, Business Requirements, Visio, Data Warehousing, Microsoft SQL Server, Business Objects, COBOL, JCL, Oracle, Software Project..., Informatica, Unix, PL/SQL, Quality Center, SAS Programming, ETL Development, Crystal Reports, IBM Tivoli, Chordiant Marketing..., WinSCP, WinSQL, SQL Plus
Education
Cedarville University
Bachelor of Science (BS), Finance and Marketing
Lifestyle Development 2013 - Present
Principal Financial Group 2007 - 2013
Principal Financial Group 2005 - 2007
Principal Financial Group 2003 - 2005
Principal Financial Group 2002 - 2003
Briggs Corporation 2000 - 2002
Skills
SDLC, Requirements Gathering, Requirements Analysis, Business Analysis, DB2, SQL, SharePoint, Business Requirements, Visio, Data Warehousing, Microsoft SQL Server, Business Objects, COBOL, JCL, Oracle, Software Project..., Informatica, Unix, PL/SQL, Quality Center, SAS Programming, ETL Development, Crystal Reports, IBM Tivoli, Chordiant Marketing..., WinSCP, WinSQL, SQL Plus
Education
Cedarville University
Bachelor of Science (BS), Finance and Marketing
Xi (Isabelle) Jin's Principal Financial Group Experience May 2015 - August 2015
Job Actuarial Intern at Principal Financial Group
Industry Insurance
Experience
Carnegie Mellon University January 2014 - Present
Principal Financial Group May 2015 - August 2015
Carnegie Mellon University January 2015 - May 2015
Carnegie Mellon University January 2014 - December 2014
Deloitte China May 2014 - July 2014
Asian Development Bank August 2013 - September 2013
China Life Insurance Co.Ltd June 2013 - July 2013
Skills
PowerPoint, Microsoft Excel, Microsoft Word, LaTeX, Matlab, R, SAS, Chinese, English, Pascal, Python, C, Actuarial Science, Data Analysis, Industry Research
Education
Carnegie Mellon University 2012 — 2016
Bachelor’s Degree, Mathematical Sciences - Operations Research and Statistics, Business Administration
High School Affiliated to Fudan University 2009 — 2012
High School, International Baccalaureate Bilingual Diploma
Carnegie Mellon University January 2014 - Present
Principal Financial Group May 2015 - August 2015
Carnegie Mellon University January 2015 - May 2015
Carnegie Mellon University January 2014 - December 2014
Deloitte China May 2014 - July 2014
Asian Development Bank August 2013 - September 2013
China Life Insurance Co.Ltd June 2013 - July 2013
Skills
PowerPoint, Microsoft Excel, Microsoft Word, LaTeX, Matlab, R, SAS, Chinese, English, Pascal, Python, C, Actuarial Science, Data Analysis, Industry Research
Education
Carnegie Mellon University 2012 — 2016
Bachelor’s Degree, Mathematical Sciences - Operations Research and Statistics, Business Administration
High School Affiliated to Fudan University 2009 — 2012
High School, International Baccalaureate Bilingual Diploma
Jay Holder Jay Holder's Principal Financial Group Experience 2005 - 2011
Job Global Support Account Manager at NetApp
Industry Financial Services
Experience
NetApp May 2011 - Present
Principal Financial Group 2005 - 2011
SAS 2003 - 2005
Electronic Data Systems 2000 - 2003
Onion Peel Solutions 1996 - 1999
Education
Campbell University 2003 — 2005
MBA
Samford University 1989 — 1993
BS, Business Administration
NetApp May 2011 - Present
Principal Financial Group 2005 - 2011
SAS 2003 - 2005
Electronic Data Systems 2000 - 2003
Onion Peel Solutions 1996 - 1999
Education
Campbell University 2003 — 2005
MBA
Samford University 1989 — 1993
BS, Business Administration
Angie Wilcox Angie Wilcox's Principal Financial Group Experience September 2007 - June 2009
Job Public and Onsite Trainer
Industry Information Technology and Services
Experience
123OLAP May 2015 - Present
MedAssets April 2012 - May 2015
JCPenney June 2009 - April 2012
Oracle Development Tools User Group (ODTUG) August 2010 - August 2011
Principal Financial Group September 2007 - June 2009
Brintech/United Community Banks July 2007 - August 2008
A Wilcox Consulting August 2004 - July 2006
Canutes Consulting February 2003 - August 2004
Beacon Analytics (Answerthink) June 2000 - February 2003
ShowCase Corporation (SPSS) December 1997 - June 2000
Skills
Essbase, OLAP, Hyperion Enterprise, EPM, Business Intelligence, Data Warehousing, Hyperion Planning, ETL, Data Integration, OBIEE, Master Data Management, Data Modeling, Cognos, Business Analysis, SQL, Dashboard, Microsoft SQL Server, Oracle, Business Objects, Dimensional Modeling, Enterprise Software, Analytics, Data Warehouse..., Informatica, Microstrategy, Database Design, SSIS, Business Intelligence..., Hyperion, MicroStrategy
Education
University of Dayton 1987 — 1991
Incomplete, Counseling the Exceptional Child
Cedarville University 1983 — 1987
BA (2), Psychology and Behavioral Science
123OLAP May 2015 - Present
MedAssets April 2012 - May 2015
JCPenney June 2009 - April 2012
Oracle Development Tools User Group (ODTUG) August 2010 - August 2011
Principal Financial Group September 2007 - June 2009
Brintech/United Community Banks July 2007 - August 2008
A Wilcox Consulting August 2004 - July 2006
Canutes Consulting February 2003 - August 2004
Beacon Analytics (Answerthink) June 2000 - February 2003
ShowCase Corporation (SPSS) December 1997 - June 2000
Skills
Essbase, OLAP, Hyperion Enterprise, EPM, Business Intelligence, Data Warehousing, Hyperion Planning, ETL, Data Integration, OBIEE, Master Data Management, Data Modeling, Cognos, Business Analysis, SQL, Dashboard, Microsoft SQL Server, Oracle, Business Objects, Dimensional Modeling, Enterprise Software, Analytics, Data Warehouse..., Informatica, Microstrategy, Database Design, SSIS, Business Intelligence..., Hyperion, MicroStrategy
Education
University of Dayton 1987 — 1991
Incomplete, Counseling the Exceptional Child
Cedarville University 1983 — 1987
BA (2), Psychology and Behavioral Science
Kim Flaherty Kim Flaherty's Principal Financial Group Experience May 2005 - April 2012
Job User Experience Specialist at Nielsen Norman Group
Industry Computer Software
Experience
Nielsen Norman Group June 2015 - Present
LittleHoots April 2013 - Present
Berkley Technology Services January 2014 - May 2015
Independent February 2012 - May 2015
VML April 2012 - January 2014
Principal Financial Group May 2005 - April 2012
Skills
User Experience, JavaScript, XML, Java, SQL, Usability Testing, Subversion, Wireframes, XHTML, Visio, Spring, CSS, SDLC, Agile Methodologies, HTML, Web Development, Requirements Analysis, Business Analysis, Maven, Building Relationships, User Experience Design
Education
Iowa State University 2009 — 2011
MS, Human Computer Interaction
Central College 2002 — 2006
BA, Computer Science
Nielsen Norman Group June 2015 - Present
LittleHoots April 2013 - Present
Berkley Technology Services January 2014 - May 2015
Independent February 2012 - May 2015
VML April 2012 - January 2014
Principal Financial Group May 2005 - April 2012
Skills
User Experience, JavaScript, XML, Java, SQL, Usability Testing, Subversion, Wireframes, XHTML, Visio, Spring, CSS, SDLC, Agile Methodologies, HTML, Web Development, Requirements Analysis, Business Analysis, Maven, Building Relationships, User Experience Design
Education
Iowa State University 2009 — 2011
MS, Human Computer Interaction
Central College 2002 — 2006
BA, Computer Science
Greg Leddy Greg Leddy's Principal Financial Group Experience 1971 - 1972
Job Experienced Manager, Financial Executive, Acctg (GAAP), Investments, Debt Mgmt, Risk Mgmt, Budgeting, Strategic Planning
Industry Financial Services
Experience
MWT, INC. 2005 - 2015
Sorenson Clean Energy, Inc. 2008 - 2012
Glenn Reiter & Associates 2004 - 2011
Kaiser Ventures 2007 - 2007
City of Anaheim, Water and Power Department 2002 - 2003
Southern California Public Power Authority (SCPPA) 1994 - 2003
City of Glendale Water & Power Department 2001 - 2001
Metropolitan Water District of Southern California 1973 - 1994
Capital Group 1972 - 1973
Principal Financial Group 1971 - 1972
Skills
Finance, Management, Team Building, Investments, Budgets, Accounting, Currently a 5 handicap, Financial Reporting, Financial Analysis, Business Planning, Financial Planning, Debt Management, Teaching, Systems Conversions, Classification Studies, Labor Negotiations, Corporate Budgeting, Performance Appraisal, Deferred Compensation, Retirement Benefits, Contract Drafting, Contract Administration, Telecom & Internet Sales, Certified to teach golf..., Student of golf under..., 7 holes in one., 5 handicap SCGA
Education
University of Pennsylvania - The Wharton School 1986 — 1986
Completed Wharton Effective Executive Workshop
California State University-Fullerton 1974 — 1975
Completed 27 of 57 units towards MBA (18 units waived)
St. Cloud State University 1966 — 1970
Bachelor's Degree, Major - Finance; Minor - Accounting, Magna Cum Laude
Continuing Education
MWT, INC. 2005 - 2015
Sorenson Clean Energy, Inc. 2008 - 2012
Glenn Reiter & Associates 2004 - 2011
Kaiser Ventures 2007 - 2007
City of Anaheim, Water and Power Department 2002 - 2003
Southern California Public Power Authority (SCPPA) 1994 - 2003
City of Glendale Water & Power Department 2001 - 2001
Metropolitan Water District of Southern California 1973 - 1994
Capital Group 1972 - 1973
Principal Financial Group 1971 - 1972
Skills
Finance, Management, Team Building, Investments, Budgets, Accounting, Currently a 5 handicap, Financial Reporting, Financial Analysis, Business Planning, Financial Planning, Debt Management, Teaching, Systems Conversions, Classification Studies, Labor Negotiations, Corporate Budgeting, Performance Appraisal, Deferred Compensation, Retirement Benefits, Contract Drafting, Contract Administration, Telecom & Internet Sales, Certified to teach golf..., Student of golf under..., 7 holes in one., 5 handicap SCGA
Education
University of Pennsylvania - The Wharton School 1986 — 1986
Completed Wharton Effective Executive Workshop
California State University-Fullerton 1974 — 1975
Completed 27 of 57 units towards MBA (18 units waived)
St. Cloud State University 1966 — 1970
Bachelor's Degree, Major - Finance; Minor - Accounting, Magna Cum Laude
Continuing Education
Debra Shaffer, MBA Debra Shaffer, MBA's Principal Financial Group Experience 1999 - 2003
Job Experienced Marketing and Business Development Leader
Industry Public Relations and Communications
Experience
Blue Rose Press, LLC / Blue Rose Project 2012 - Present
University of Phoenix 2010 - 2012
Desert Vista Funding, Inc. 2004 - 2009
Principal Financial Group 1999 - 2003
Volusia County Schools 1995 - 1998
Skills
Public Speaking, Entrepreneurship, Training, Sales, Teaching, Public Relations, Marketing, Non-profits, Strategic Planning, Social Media, Leadership, Media Relations, Event Planning, Coaching, Social Networking, Project Management, Sales Management, Budgets, Negotiation, Team Building, Marketing Strategy, Management, Event Management, Customer Service, Microsoft Excel, Social Media Marketing, Nonprofits, Small Business, Advertising, Online Advertising, Fundraising, Marketing Communications
Education
University of Phoenix 2011 — 2012
Master of Business Administration (MBA), Business Administration and Management, General
California State University-Northridge
Bachelor of Arts (B.A.), Communication, Journalism, Public Relations
Blue Rose Press, LLC / Blue Rose Project 2012 - Present
University of Phoenix 2010 - 2012
Desert Vista Funding, Inc. 2004 - 2009
Principal Financial Group 1999 - 2003
Volusia County Schools 1995 - 1998
Skills
Public Speaking, Entrepreneurship, Training, Sales, Teaching, Public Relations, Marketing, Non-profits, Strategic Planning, Social Media, Leadership, Media Relations, Event Planning, Coaching, Social Networking, Project Management, Sales Management, Budgets, Negotiation, Team Building, Marketing Strategy, Management, Event Management, Customer Service, Microsoft Excel, Social Media Marketing, Nonprofits, Small Business, Advertising, Online Advertising, Fundraising, Marketing Communications
Education
University of Phoenix 2011 — 2012
Master of Business Administration (MBA), Business Administration and Management, General
California State University-Northridge
Bachelor of Arts (B.A.), Communication, Journalism, Public Relations
Malonn Barnes's Principal Financial Group Experience June 2012 - February 2013
Job Brokerage Operations
Industry Financial Services
Experience
Motif Investing February 2014 - Present
AIG Advisor Group/Royal Alliance April 2013 - February 2014
360CreativeDigital June 2010 - February 2014
Principal Financial Group June 2012 - February 2013
Etrade August 2003 - June 2010
Skills
Series 7, Series 63, Series 24, Series 65, Masters Internet..., Digital Marketing, Social Media Marketing, Online Advertising, Marketing, Social Media, SEO, Online Marketing, Financial Services, Digital Media, SEM, Photoshop, Digital Photography, Digital Video, Wordpress, Life Insurance, Management, Social Networking, Leadership
Education
Troy University 1995 — 1999
B.S., Marketing
Full Sail University 2012 — 2013
Master of Science (M.S.), Internet Marketing
California State University-Long Beach
Web Marketing Certification, Marketing
Motif Investing February 2014 - Present
AIG Advisor Group/Royal Alliance April 2013 - February 2014
360CreativeDigital June 2010 - February 2014
Principal Financial Group June 2012 - February 2013
Etrade August 2003 - June 2010
Skills
Series 7, Series 63, Series 24, Series 65, Masters Internet..., Digital Marketing, Social Media Marketing, Online Advertising, Marketing, Social Media, SEO, Online Marketing, Financial Services, Digital Media, SEM, Photoshop, Digital Photography, Digital Video, Wordpress, Life Insurance, Management, Social Networking, Leadership
Education
Troy University 1995 — 1999
B.S., Marketing
Full Sail University 2012 — 2013
Master of Science (M.S.), Internet Marketing
California State University-Long Beach
Web Marketing Certification, Marketing
Brad Hopkins Brad Hopkins's Principal Financial Group Experience November 2008 - August 2009
Job Assistant General Counsel at State of Iowa
Industry Legal Services
Experience
State of Iowa September 2012 - Present
Central College August 2012 - Present
Iowa Economic Development Authority January 2012 - May 2012
Russell Lovell Drake University August 2010 - May 2012
Drake University August 2009 - May 2012
Law Library May 2010 - December 2011
U.S. Department of Justice May 2011 - July 2011
Iowa Senate January 2011 - May 2011
Iowa Immigration Education Coalition May 2010 - August 2010
Principal Financial Group November 2008 - August 2009
Skills
Research, Writing, Legal Research, Government Relations, Legal Writing, Policy, Microsoft Office, Financial Advisory, Administrative Law, Employment Law, Politics, Courts, Legal Issues, Criminal Law, Appeals
Education
Drake University Law School 2009 — 2012
J.D., Law
Drake University 2008 — 2012
Masters, Public Administration
Central College 2002 — 2006
BA, Economics, Political Science, Business
State of Iowa September 2012 - Present
Central College August 2012 - Present
Iowa Economic Development Authority January 2012 - May 2012
Russell Lovell Drake University August 2010 - May 2012
Drake University August 2009 - May 2012
Law Library May 2010 - December 2011
U.S. Department of Justice May 2011 - July 2011
Iowa Senate January 2011 - May 2011
Iowa Immigration Education Coalition May 2010 - August 2010
Principal Financial Group November 2008 - August 2009
Skills
Research, Writing, Legal Research, Government Relations, Legal Writing, Policy, Microsoft Office, Financial Advisory, Administrative Law, Employment Law, Politics, Courts, Legal Issues, Criminal Law, Appeals
Education
Drake University Law School 2009 — 2012
J.D., Law
Drake University 2008 — 2012
Masters, Public Administration
Central College 2002 — 2006
BA, Economics, Political Science, Business
Tom Burnor Tom Burnor's Principal Financial Group Experience August 2004 - Present
Job Regional Retirement SpecialistVice President of SalesPrincipal Financial Group/Princor Registered Representative
Industry Financial Services
Experience
Principal Financial Group August 2004 - Present
MetLife January 1999 - August 2004
General American January 1996 - December 1998
Comerica Bank June 1991 - December 1995
Skills
401k, Series 7, Retirement, Mutual Funds, Investments, Defined Benefit, ERISA, Series 63, Pensions, FINRA
Education
California State University-Fullerton 1991 — 1994
MBA, Business Administration
Central Michigan University 1984 — 1988
BSBA, Finance
Principal Financial Group August 2004 - Present
MetLife January 1999 - August 2004
General American January 1996 - December 1998
Comerica Bank June 1991 - December 1995
Skills
401k, Series 7, Retirement, Mutual Funds, Investments, Defined Benefit, ERISA, Series 63, Pensions, FINRA
Education
California State University-Fullerton 1991 — 1994
MBA, Business Administration
Central Michigan University 1984 — 1988
BSBA, Finance
Robert Deever Robert Deever's Principal Financial Group Experience 2008 - 2009
Job Assistant V.P. Fraud Operations
Industry Financial Services
Experience
Wells Fargo August 2011 - Present
Upper Iowa University August 2008 - Present
Wellmark Bluecross Blue Shield May 2009 - August 2011
Principal Financial Group 2008 - 2009
ING 2000 - 2007
Skills
Coaching, Leadership Development, Public Speaking, Strategic Planning, Customer Service, Team Building, Recruiting, Career Development, Marketing, Event Planning, Microsoft Office, Microsoft Excel, Succession Planning, Project Management, Talent Management, Organizational..., Leadership, Cross-functional Team..., Insurance, Training, Management, Process Improvement, Teaching
Education
Capella University 2005 — 2008
MS, Industrial/Organziational Psychology
Grace University 1999 — 2004
BA, Psychology
Upper Iowa University
Wells Fargo August 2011 - Present
Upper Iowa University August 2008 - Present
Wellmark Bluecross Blue Shield May 2009 - August 2011
Principal Financial Group 2008 - 2009
ING 2000 - 2007
Skills
Coaching, Leadership Development, Public Speaking, Strategic Planning, Customer Service, Team Building, Recruiting, Career Development, Marketing, Event Planning, Microsoft Office, Microsoft Excel, Succession Planning, Project Management, Talent Management, Organizational..., Leadership, Cross-functional Team..., Insurance, Training, Management, Process Improvement, Teaching
Education
Capella University 2005 — 2008
MS, Industrial/Organziational Psychology
Grace University 1999 — 2004
BA, Psychology
Upper Iowa University
Matthew McDonald Matthew McDonald's Principal Financial Group Experience February 2011 - Present
Job @TechTalentGuy follow for IT Career focused content local and global w/ an admitted bias towards PFG
Industry Financial Services
Experience
Principal Financial Group February 2011 - Present
TEKsystems September 2007 - February 2011
Enterprise Rent-A-Car October 2004 - September 2007
Pella Windows & Doors of Northern California July 2001 - September 2003
Skills
Business Networking, Career Development, Technical Recruiting, Applicant Tracking..., Recruiting, Human Resources, Talent Acquisition, Training, Contract Recruitment, Networking, Sales, Vendor Management, Business Development, Information Technology, SDLC, Consulting, Management, Sourcing, Internet Recruiting, Contract Negotiation, Marketing
Education
Central College 1997 — 2001
Business Management, International Business
Cedar Falls High School 1993 — 1997
Principal Financial Group February 2011 - Present
TEKsystems September 2007 - February 2011
Enterprise Rent-A-Car October 2004 - September 2007
Pella Windows & Doors of Northern California July 2001 - September 2003
Skills
Business Networking, Career Development, Technical Recruiting, Applicant Tracking..., Recruiting, Human Resources, Talent Acquisition, Training, Contract Recruitment, Networking, Sales, Vendor Management, Business Development, Information Technology, SDLC, Consulting, Management, Sourcing, Internet Recruiting, Contract Negotiation, Marketing
Education
Central College 1997 — 2001
Business Management, International Business
Cedar Falls High School 1993 — 1997
Kim Cyboron Kim Cyboron's Principal Financial Group Experience September 2012 - 2013
Job Critical Care Tech/Nursing Student
Industry Hospital & Health Care
Experience
Mary Lanning Healthcare 2013 - Present
Principal Financial Group September 2012 - 2013
Applied Underwriters April 2010 - June 2012
Applied Underwriters June 2008 - April 2010
Creighton University Medical Center May 2007 - June 2008
Skills
Microsoft Excel, Outlook, Workers Compensation, Microsoft Word, Customer Service, Spreadsheets, Healthcare, Analysis, Insurance, Management, Medical Terminology, Medicare, Policy
Education
Creighton University 2014 — 2015
BSN
Central College 2005 — 2008
Bachelors, Spanish
Mary Lanning Healthcare 2013 - Present
Principal Financial Group September 2012 - 2013
Applied Underwriters April 2010 - June 2012
Applied Underwriters June 2008 - April 2010
Creighton University Medical Center May 2007 - June 2008
Skills
Microsoft Excel, Outlook, Workers Compensation, Microsoft Word, Customer Service, Spreadsheets, Healthcare, Analysis, Insurance, Management, Medical Terminology, Medicare, Policy
Education
Creighton University 2014 — 2015
BSN
Central College 2005 — 2008
Bachelors, Spanish
Ken Major Nead Ken Major Nead's Principal Financial Group Experience August 1999 - October 2001
Job Realtor, Certified Investors Agent Specialist, Certified Negotiation Expert, Sports Tutorspeed, strength and agility.
Industry Real Estate
Experience
Keller Williams Real Estate of Clive August 2012 - Present
Nead Enterprises 2004 - Present
Johnston High School 2012 - 2015
Consultant, Nead Enterprises 2004 - 2011
Principal Financial Group August 1999 - October 2001
US Army May 1977 - June 1999
Skills
Real Estate, Sports Tutor, in..., D1 basketball official, High school basketball..., High School Volleyball..., Acreage, Property Management, Volleyball, Management, Real Estate Transactions, Rentals, Residential Homes, Investors, Vacation Homes, First Time Home Buyers, Project Planning, ABR, Coaching, Marketing, Contract Negotiation, Referrals, Short Sales, Selling, Property, Relocation, Investment Properties, Seniors, Seller Representation, Luxury, D1
Education
Campbell University 1984 — 1986
BA, Education
Whitworth University
Embry-Riddle Aeronautical University
Keller Williams Real Estate of Clive August 2012 - Present
Nead Enterprises 2004 - Present
Johnston High School 2012 - 2015
Consultant, Nead Enterprises 2004 - 2011
Principal Financial Group August 1999 - October 2001
US Army May 1977 - June 1999
Skills
Real Estate, Sports Tutor, in..., D1 basketball official, High school basketball..., High School Volleyball..., Acreage, Property Management, Volleyball, Management, Real Estate Transactions, Rentals, Residential Homes, Investors, Vacation Homes, First Time Home Buyers, Project Planning, ABR, Coaching, Marketing, Contract Negotiation, Referrals, Short Sales, Selling, Property, Relocation, Investment Properties, Seniors, Seller Representation, Luxury, D1
Education
Campbell University 1984 — 1986
BA, Education
Whitworth University
Embry-Riddle Aeronautical University
Kristie Jackson Kristie Jackson's Principal Financial Group Experience March 2011 - Present
Job Retirement Plan Professional / Senior Account Executive at the Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group March 2011 - Present
Principal Financial Group 2001 - 2011
Principal Financial Group 2001 - 2011
Skills
401k, Retirement Planning, Retirement
Education
Campbell University, Lundy-Fetterman School of Business 2013 — 2014
Master's Degree, Trust and Wealth Management-MTWM, Summa cum laude
Radford University 1997 — 2001
Bachelor of Business Administration, Information Systems
Principal Financial Group March 2011 - Present
Principal Financial Group 2001 - 2011
Principal Financial Group 2001 - 2011
Skills
401k, Retirement Planning, Retirement
Education
Campbell University, Lundy-Fetterman School of Business 2013 — 2014
Master's Degree, Trust and Wealth Management-MTWM, Summa cum laude
Radford University 1997 — 2001
Bachelor of Business Administration, Information Systems
Rian Weber, CFA's Principal Financial Group Experience June 2007 - March 2012
Job Senior Research Consultant at Franklin Templeton Investments
Industry Investment Management
Experience
Franklin Templeton Investments March 2013 - Present
Wells Fargo Private Bank March 2012 - March 2013
Principal Financial Group June 2007 - March 2012
Franklin Templeton Investments November 2006 - June 2007
Charles Schwab February 2005 - October 2006
JP Morgan November 2004 - February 2005
Etrade Financial June 2003 - October 2004
Skills
Mutual Funds, Asset Allocation, Equities, Investments, Portfolio Management, Finance, Securities, Financial Advisory, Retirement Planning, Alternative Investments, 401k, Wealth Management, Investment Advisory, Asset Managment, Retirement, Fixed Annuities, Fixed Income, Strategic Financial..., Investment Strategies, Bloomberg, Investment Management, Options, Morningstar
Education
California State University-Sacramento 2007 — 2010
MBA, Finance
Chadron State College 1999 — 2002
BA, Finance
Franklin Templeton Investments March 2013 - Present
Wells Fargo Private Bank March 2012 - March 2013
Principal Financial Group June 2007 - March 2012
Franklin Templeton Investments November 2006 - June 2007
Charles Schwab February 2005 - October 2006
JP Morgan November 2004 - February 2005
Etrade Financial June 2003 - October 2004
Skills
Mutual Funds, Asset Allocation, Equities, Investments, Portfolio Management, Finance, Securities, Financial Advisory, Retirement Planning, Alternative Investments, 401k, Wealth Management, Investment Advisory, Asset Managment, Retirement, Fixed Annuities, Fixed Income, Strategic Financial..., Investment Strategies, Bloomberg, Investment Management, Options, Morningstar
Education
California State University-Sacramento 2007 — 2010
MBA, Finance
Chadron State College 1999 — 2002
BA, Finance
Laura Perazza Laura Perazza's Principal Financial Group Experience June 2007 - December 2007
Job Cardiac Catheterization Technologist at University of Michigan Health System
Industry Hospital & Health Care
Experience
University of Michigan Health System April 2010 - Present
Principal Financial Group June 2007 - December 2007
MCare July 2006 - April 2007
Automated Benefit Services, Inc. October 1995 - July 2006
Skills
ACLS, Healthcare, Hospitals, Cardiology, Healthcare Management, Medical Devices, BLS, Healthcare Information..., Patient Safety, Nursing, Clinical Research, Sales, Critical Care, EMR, Customer Service, HIPAA
Education
Carnegie Institute 2008 — 2010
Certificate, Invasive Cardiovascular Technologist Program, 3.8 Grade Point Average
Western Michigan University 1988 — 1993
Bachelor's Degree, Biology/Biological Sciences, General, 2.8 Grade Point Average
University of Michigan Health System April 2010 - Present
Principal Financial Group June 2007 - December 2007
MCare July 2006 - April 2007
Automated Benefit Services, Inc. October 1995 - July 2006
Skills
ACLS, Healthcare, Hospitals, Cardiology, Healthcare Management, Medical Devices, BLS, Healthcare Information..., Patient Safety, Nursing, Clinical Research, Sales, Critical Care, EMR, Customer Service, HIPAA
Education
Carnegie Institute 2008 — 2010
Certificate, Invasive Cardiovascular Technologist Program, 3.8 Grade Point Average
Western Michigan University 1988 — 1993
Bachelor's Degree, Biology/Biological Sciences, General, 2.8 Grade Point Average
Melody Brownell's Principal Financial Group Experience November 2009 - February 2014
Job Sr Programmer Analyst at Delta Dental of Iowa
Industry Insurance
Experience
Delta Dental of Iowa March 2014 - Present
Principal Financial Group November 2009 - February 2014
Principal Financial Group February 2005 - November 2009
Principal Financial Group October 2003 - December 2004
University of Kansas School of Medicine - Wichita 1999 - 2003
Skills
CSS, JavaScript, HTML, Usability, Usability Testing, User Interface Design, Web Content Management, HTML 5, Web Development, jQuery, Agile Application..., Responsive Web Design..., Apache Velocity, JSP/Java, Perl, Oracle PL/SQL..., Web Applications
Education
Capella University
Graduate Certificate
Iowa State University
Ph.D.
Delta Dental of Iowa March 2014 - Present
Principal Financial Group November 2009 - February 2014
Principal Financial Group February 2005 - November 2009
Principal Financial Group October 2003 - December 2004
University of Kansas School of Medicine - Wichita 1999 - 2003
Skills
CSS, JavaScript, HTML, Usability, Usability Testing, User Interface Design, Web Content Management, HTML 5, Web Development, jQuery, Agile Application..., Responsive Web Design..., Apache Velocity, JSP/Java, Perl, Oracle PL/SQL..., Web Applications
Education
Capella University
Graduate Certificate
Iowa State University
Ph.D.
Jennifer Huffman's Principal Financial Group Experience 1992 - 1997
Job Business Editor at Napa Valley Register
Industry Newspapers
Experience
Napa Valley Register November 2010 - Present
Napa Valley Register 2005 - November 2010
Principal Financial Group 1992 - 1997
Education
California State University-Sacramento
San Jose State University
Napa Valley Register November 2010 - Present
Napa Valley Register 2005 - November 2010
Principal Financial Group 1992 - 1997
Education
California State University-Sacramento
San Jose State University
Mark W. Babcock's Principal Financial Group Experience January 1992 - Present
Job Regional Director at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group January 1992 - Present
Skills
Asset Allocation, Executive Benefits..., Business Continuation..., Informal Business..., Deferred Compensation..., Financial Needs Analysis, Supplemental Retirement..., Pension Plans, Seriess 6,7,24,63,65
Education
The American College 2011 — 2013
CLF, Organizational Leadership
California State University-Sacramento 1979 — 1984
Economics and Finance
Glendale High School, Glendale CA
Principal Financial Group January 1992 - Present
Skills
Asset Allocation, Executive Benefits..., Business Continuation..., Informal Business..., Deferred Compensation..., Financial Needs Analysis, Supplemental Retirement..., Pension Plans, Seriess 6,7,24,63,65
Education
The American College 2011 — 2013
CLF, Organizational Leadership
California State University-Sacramento 1979 — 1984
Economics and Finance
Glendale High School, Glendale CA
Chris Rouw's Principal Financial Group Experience June 1993 - June 1998
Job Owner, Far Reach
Industry Information Technology and Services
Experience
Far Reach April 2007 - Present
Rabo AgInsurance Services / Rabobank 2007 - September 2009
Rabo AgriFinance 2007 - September 2009
CUNA Mutual Group June 1998 - April 2007
Principal Financial Group June 1993 - June 1998
Skills
XML, ASP.NET, SQL Server, Silverlight, Visual Studio, WCF, C#, HTML, CSS, .NET, ADO.NET, Web Services, RIA, ArcGIS Server, Microsoft SQL Server, SharePoint, Software Development, Visual Basic, ASP.NET MVC, Web Applications, XSLT, Mobile Applications, ASP, Integration, Database Design
Education
Central College 1989 — 1993
Bachelor of Arts (BA), Mathematics and Computer Science
Far Reach April 2007 - Present
Rabo AgInsurance Services / Rabobank 2007 - September 2009
Rabo AgriFinance 2007 - September 2009
CUNA Mutual Group June 1998 - April 2007
Principal Financial Group June 1993 - June 1998
Skills
XML, ASP.NET, SQL Server, Silverlight, Visual Studio, WCF, C#, HTML, CSS, .NET, ADO.NET, Web Services, RIA, ArcGIS Server, Microsoft SQL Server, SharePoint, Software Development, Visual Basic, ASP.NET MVC, Web Applications, XSLT, Mobile Applications, ASP, Integration, Database Design
Education
Central College 1989 — 1993
Bachelor of Arts (BA), Mathematics and Computer Science
Denise Dykstra's Principal Financial Group Experience 1995 - 1998
Job Data Analyst at Wells Fargo Advisors
Industry Information Services
Experience
Wells Fargo Advisors December 2010 - Present
Wells Fargo Financial 2006 - Present
Wells Fargo September 2005 - Present
Wells Fargo Technology Information Group 2005 - Present
Principal Financial Group 1995 - 1998
Various Consulting Companies 1993 - 1995
GTE 1991 - 1992
Contel 1986 - 1992
Skills
Databases, Data Marts, JCL, Data Modeling, Unix, Data Warehousing, SDLC
Education
Cardinal Stritch University 1992 — 1993
Masters, Science of Business Management
Central College 1974 — 1979
Wells Fargo Advisors December 2010 - Present
Wells Fargo Financial 2006 - Present
Wells Fargo September 2005 - Present
Wells Fargo Technology Information Group 2005 - Present
Principal Financial Group 1995 - 1998
Various Consulting Companies 1993 - 1995
GTE 1991 - 1992
Contel 1986 - 1992
Skills
Databases, Data Marts, JCL, Data Modeling, Unix, Data Warehousing, SDLC
Education
Cardinal Stritch University 1992 — 1993
Masters, Science of Business Management
Central College 1974 — 1979
Kristine Kolthoff De Noma's Principal Financial Group Experience 1988 - 1992
Job Global Strategic Sourcing
Industry Nonprofit Organization Management
Experience
United Way of Dane County July 2015 - Present
Covance July 2008 - May 2014
Trane December 2005 - June 2008
US Army February 2001 - May 2005
Alliant Energy March 1998 - June 2000
Principal Financial Group 1988 - 1992
Skills
Supply Management, Supply Chain, Sourcing, Purchasing, Cross-functional Team..., Strategic Sourcing, Strategy, Global Sourcing, Leadership, Contract Negotiation, Process Improvement, Procurement, Logistics, Six Sigma, Vendor Management, Change Management, Contract Management, Negotiation, Supply Chain Management, Operations Management, Business Process..., Continuous Improvement, Forecasting, Project Management, P&L Management, Operational Excellence, Materials Management, Sales, Lean Manufacturing, Non-profit Leadership, Fundraising
Education
Cameron University 2000 — 2002
MBA
Upper Iowa University 1988 — 1992
BS, Marketing and Management
United Way of Dane County July 2015 - Present
Covance July 2008 - May 2014
Trane December 2005 - June 2008
US Army February 2001 - May 2005
Alliant Energy March 1998 - June 2000
Principal Financial Group 1988 - 1992
Skills
Supply Management, Supply Chain, Sourcing, Purchasing, Cross-functional Team..., Strategic Sourcing, Strategy, Global Sourcing, Leadership, Contract Negotiation, Process Improvement, Procurement, Logistics, Six Sigma, Vendor Management, Change Management, Contract Management, Negotiation, Supply Chain Management, Operations Management, Business Process..., Continuous Improvement, Forecasting, Project Management, P&L Management, Operational Excellence, Materials Management, Sales, Lean Manufacturing, Non-profit Leadership, Fundraising
Education
Cameron University 2000 — 2002
MBA
Upper Iowa University 1988 — 1992
BS, Marketing and Management
Lynn Archer's Principal Financial Group Experience January 2013 - Present
Job Director Consulting at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group January 2013 - Present
Barnes & Thornburg LLP July 2009 - December 2012
The Parsinen Law Firm October 2002 - June 2009
Skills
Mergers & Acquisitions, ERISA, Employee Benefits, Corporate Law, Executive Pay, ESOP, ESOP Administration, Corporate Governance, Finance, Financial Structuring, Tax, Management
Education
Lewis & Clark Law School 1999 — 2002
JD, Focus: Taxation
Carleton College 1992 — 1996
BA, Religion
Tosa East 1988 — 1992
1 million year ago - Golda Meir
Principal Financial Group January 2013 - Present
Barnes & Thornburg LLP July 2009 - December 2012
The Parsinen Law Firm October 2002 - June 2009
Skills
Mergers & Acquisitions, ERISA, Employee Benefits, Corporate Law, Executive Pay, ESOP, ESOP Administration, Corporate Governance, Finance, Financial Structuring, Tax, Management
Education
Lewis & Clark Law School 1999 — 2002
JD, Focus: Taxation
Carleton College 1992 — 1996
BA, Religion
Tosa East 1988 — 1992
1 million year ago - Golda Meir
Jeff Schreiber's Principal Financial Group Experience February 2006 - April 2013
Job Vice President of Sales Northeast at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group May 2013 - Present
Principal Financial Group February 2006 - April 2013
Fidelity Investments 1996 - 2006
Skills
Business Development, 401k, Financial Services, Investments, Leadership, Marketing Strategy, Relationship Management, Retirement, Mutual Funds, Retirement Planning, Sales, Segmentation, Series 7, Employee Benefits, Wealth Management
Education
Capital University Law School 1984 — 1987
Juris Doctor
The Ohio State University - The Max M. Fisher College of Business
Bachelor of Science (B.S.), Business Administration
MassMutual Financial Group May 2013 - Present
Principal Financial Group February 2006 - April 2013
Fidelity Investments 1996 - 2006
Skills
Business Development, 401k, Financial Services, Investments, Leadership, Marketing Strategy, Relationship Management, Retirement, Mutual Funds, Retirement Planning, Sales, Segmentation, Series 7, Employee Benefits, Wealth Management
Education
Capital University Law School 1984 — 1987
Juris Doctor
The Ohio State University - The Max M. Fisher College of Business
Bachelor of Science (B.S.), Business Administration
Frank Lagattuta's Principal Financial Group Experience May 2003 - Present
Job Director of Sales, Group NonMedical Benefits at Principal Financial Group
Industry Insurance
Experience
Principal Financial Group May 2003 - Present
Prudential Life Insurance February 1993 - May 2003
Prudential Financial Inc. 1999 - 2003
Prudential 1993 - 2003
Skills
Insurance, Health Insurance, Employee Benefits, Disability Insurance, Life Insurance, Strategic Planning, Account Management, Underwriting, Customer Service, Brokers, Sales Management, Term Life Insurance, New Business Development, Fixed Annuities, Team Building, Financial Services, Benefits Administration, Microsoft Excel, Retirement, Sales, Call Centers, Health Savings Accounts, 401k
Education
California State University-Northridge 1988 — 2002
Bachelor of Business Administration (BBA)
Principal Financial Group May 2003 - Present
Prudential Life Insurance February 1993 - May 2003
Prudential Financial Inc. 1999 - 2003
Prudential 1993 - 2003
Skills
Insurance, Health Insurance, Employee Benefits, Disability Insurance, Life Insurance, Strategic Planning, Account Management, Underwriting, Customer Service, Brokers, Sales Management, Term Life Insurance, New Business Development, Fixed Annuities, Team Building, Financial Services, Benefits Administration, Microsoft Excel, Retirement, Sales, Call Centers, Health Savings Accounts, 401k
Education
California State University-Northridge 1988 — 2002
Bachelor of Business Administration (BBA)
Tosh Matteis's Principal Financial Group Experience May 2015 - Present
Job Financial Professional Associate
Industry Financial Services
Experience
Principal Financial Group May 2015 - Present
The Prudential Insurance Company of America October 2013 - Present
First Command Financial Services July 2012 - September 2013
FortuneBuilders Team March 2011 - July 2012
Skills
Financial Services, Investments, Leadership, Management, Marketing, Portfolio Management, Public Speaking, Strategic Financial..., Microsoft Excel, Social Media Marketing, Financial Planning, Strategic Planning
Education
California State University-Sacramento 2000 — 2006
Bachelor of Business Administration (BBA), Risk Management and Insurance
Principal Financial Group May 2015 - Present
The Prudential Insurance Company of America October 2013 - Present
First Command Financial Services July 2012 - September 2013
FortuneBuilders Team March 2011 - July 2012
Skills
Financial Services, Investments, Leadership, Management, Marketing, Portfolio Management, Public Speaking, Strategic Financial..., Microsoft Excel, Social Media Marketing, Financial Planning, Strategic Planning
Education
California State University-Sacramento 2000 — 2006
Bachelor of Business Administration (BBA), Risk Management and Insurance
Kathryn Rhoads's Principal Financial Group Experience November 2006 - Present
Job Underwriting Consultant at Principal Financial Group
Industry Insurance
Experience
Principal Financial Group November 2006 - Present
Skills
Underwriting
Education
Capella University
M.S., Human Services
Columbia College
B.S., Business Administration
Principal Financial Group November 2006 - Present
Skills
Underwriting
Education
Capella University
M.S., Human Services
Columbia College
B.S., Business Administration
Allison Van Wyngarden's Principal Financial Group Experience 2005 - 2007
Job Continuous Improvement Manager at Vermeer Manufacturing
Industry Machinery
Experience
Vermeer Manufacturing July 2007 - Present
Vermeer Manufacturing July 2007 - July 2009
Principal Financial Group 2005 - 2007
Principal Financial Group 2002 - 2005
Education
Drake University 2005 — 2007
M.B.A., Business/Finance
Calvin College 2000 — 2003
B.A., Business
Vermeer Manufacturing July 2007 - Present
Vermeer Manufacturing July 2007 - July 2009
Principal Financial Group 2005 - 2007
Principal Financial Group 2002 - 2005
Education
Drake University 2005 — 2007
M.B.A., Business/Finance
Calvin College 2000 — 2003
B.A., Business
Debbie Moorhouse's Principal Financial Group Experience March 2013 - Present
Job Associate Relationship Manager PFD at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group March 2013 - Present
Principal Financial Group January 2007 - March 2013
WM Group of Funds January 2006 - December 2006
Ameritas October 2004 - December 2005
Skills
Series 7, Mutual Funds, Strategic Planning, Marketing Strategy, Key Account Management
Education
California State University-Sacramento 1995 — 2000
BS, Business Administration - Finance
Principal Financial Group March 2013 - Present
Principal Financial Group January 2007 - March 2013
WM Group of Funds January 2006 - December 2006
Ameritas October 2004 - December 2005
Skills
Series 7, Mutual Funds, Strategic Planning, Marketing Strategy, Key Account Management
Education
California State University-Sacramento 1995 — 2000
BS, Business Administration - Finance
Joseph Martin's Principal Financial Group Experience November 1996 - Present
Job Regional Retirement Specialist / Vice President of Sales at the Principal Financial Group / Princor Registered Rep
Industry Financial Services
Experience
Principal Financial Group November 1996 - Present
Skills
Retirement Planning, Financial Planning, Financial Services
Education
Colgate University 1987 — 1991
BA, Political Science
Canisius College 1993 — 1995
MBA, Finance and Marketing
Principal Financial Group November 1996 - Present
Skills
Retirement Planning, Financial Planning, Financial Services
Education
Colgate University 1987 — 1991
BA, Political Science
Canisius College 1993 — 1995
MBA, Finance and Marketing
Kirk Sadilek, CFP, ChFC, CLU's Principal Financial Group Experience April 1999 - Present
Job Senior Financial Services Representative/Princor Registered Representative/Financial Advisor
Industry Financial Services
Experience
Principal Financial Group April 1999 - Present
Skills
Asset Allocation, 401(k), Business Continuation...
Education
Central College
Bachelor's Degree, Business
Principal Financial Group April 1999 - Present
Skills
Asset Allocation, 401(k), Business Continuation...
Education
Central College
Bachelor's Degree, Business
Richard Lombardo's Principal Financial Group Experience January 1997 - January 2003
Job VicePresident of Operations at Insured Capital Management, Inc.
Industry Financial Services
Experience
Insured Capital Management, Inc. August 2006 - Present
Penn Mutual February 2003 - May 2006
Principal Financial Group January 1997 - January 2003
Education
Capella University 2008 — 2009
Post-Graduate
Eastern University 2004 — 2006
MBA, Management
Insured Capital Management, Inc. August 2006 - Present
Penn Mutual February 2003 - May 2006
Principal Financial Group January 1997 - January 2003
Education
Capella University 2008 — 2009
Post-Graduate
Eastern University 2004 — 2006
MBA, Management
Nancy Curley's Principal Financial Group Experience April 2007 - December 2014
Job Compliance Advisor at Principal Funds
Industry Financial Services
Experience
Principal Funds December 2014 - Present
Principal Financial Group April 2007 - December 2014
WM Funds Distributor, Inc. 2005 - 2006
WM Group of Funds 2004 - 2005
Curley Planning Services September 1995 - June 2004
Sacramento Magazine March 1986 - December 1989
The Sacramento Bee January 1976 - June 1979
Skills
Certified Financial..., Mutual Funds, Series 24, Series 7, Series 63, Investments
Education
College for Financial Planning
CFP
California State University-Sacramento 1975 — 1979
BA, Journalism, History
Principal Funds December 2014 - Present
Principal Financial Group April 2007 - December 2014
WM Funds Distributor, Inc. 2005 - 2006
WM Group of Funds 2004 - 2005
Curley Planning Services September 1995 - June 2004
Sacramento Magazine March 1986 - December 1989
The Sacramento Bee January 1976 - June 1979
Skills
Certified Financial..., Mutual Funds, Series 24, Series 7, Series 63, Investments
Education
College for Financial Planning
CFP
California State University-Sacramento 1975 — 1979
BA, Journalism, History
Chris Kempton, C(k)P's Principal Financial Group Experience September 1990 - August 2001
Job Director Group Benefits at Walsh Duffield
Industry Insurance
Experience
Walsh Duffield Companies, Inc. September 2001 - Present
Principal Financial Group September 1990 - August 2001
Education
Canisius College 1987 — 1990
Master of Business Administration (M.B.A.), Finance
Saint Bonaventure University 1982 — 1986
Bachelor of Applied Science (BASc), Economics
Walsh Duffield Companies, Inc. September 2001 - Present
Principal Financial Group September 1990 - August 2001
Education
Canisius College 1987 — 1990
Master of Business Administration (M.B.A.), Finance
Saint Bonaventure University 1982 — 1986
Bachelor of Applied Science (BASc), Economics
Julie Seitz's Principal Financial Group Experience February 2007 - Present
Job Senior Relationship Manager at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group February 2007 - Present
WM Group of Funds January 2004 - February 2007
WM Group of Funds January 2002 - January 2004
WM Group of Funds October 2000 - January 2002
Education
California State University-Sacramento 2005 — 2007
MBA, Business Finance
Oregon State University 1995 — 1999
BA, Business Finance
Principal Financial Group February 2007 - Present
WM Group of Funds January 2004 - February 2007
WM Group of Funds January 2002 - January 2004
WM Group of Funds October 2000 - January 2002
Education
California State University-Sacramento 2005 — 2007
MBA, Business Finance
Oregon State University 1995 — 1999
BA, Business Finance
Jennifer (Herrema) Purcell's Principal Financial Group Experience June 1997 - February 1999
Job VP, Communications / Marketing / Public Relations / Community Affairs Professional
Industry Financial Services
Experience
BMO Harris Bank July 2011 - July 2015
BMO Harris Bank (formerly M&I Bank) March 1999 - July 2011
Principal Financial Group June 1997 - February 1999
Skills
Public Relations, Marketing, Leadership, Strategy, Strategic Planning, Event Planning, Advertising, Coaching, Nonprofits, Corporate Communications, Event Management, Social Media, Public Speaking, Community Relations..., Marketing Communications, Talent Management, Community Outreach, Marketing Strategy, Community Development, Community Engagement, Strategic Corporate..., Philanthropy, Field Marketing, Product Marketing, Corporate Gifting, Mentoring, Project Management, Sponsorship Marketing
Education
Central College
Bachelor’s Degree, Communications
Mesa Community College
Advanced Degree, Interior Design
BMO Harris Bank July 2011 - July 2015
BMO Harris Bank (formerly M&I Bank) March 1999 - July 2011
Principal Financial Group June 1997 - February 1999
Skills
Public Relations, Marketing, Leadership, Strategy, Strategic Planning, Event Planning, Advertising, Coaching, Nonprofits, Corporate Communications, Event Management, Social Media, Public Speaking, Community Relations..., Marketing Communications, Talent Management, Community Outreach, Marketing Strategy, Community Development, Community Engagement, Strategic Corporate..., Philanthropy, Field Marketing, Product Marketing, Corporate Gifting, Mentoring, Project Management, Sponsorship Marketing
Education
Central College
Bachelor’s Degree, Communications
Mesa Community College
Advanced Degree, Interior Design
Julie Alford's Principal Financial Group Experience April 1997 - August 2002
Job Director of Relationship Management at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group October 2012 - Present
Mercer February 2008 - November 2012
RSM McGladrey Retirement Resources 2002 - 2006
Principal Financial Group April 1997 - August 2002
Skills
Retirement, Employee Benefits, Investments, Plan Design, 401k, Benefits, Compliance, Investment Advisory, Profit Sharing, Business Planning, Relationship Management, Defined Benefit, Persuasive Presentations, Retirement Planning, Defined Contribution, Mutual Funds, Financial Services
Education
Campbell University 2002 — 2004
Masters, Trust and Investment Management
East Carolina University 1987 — 1991
BA, Psychology
MassMutual Financial Group October 2012 - Present
Mercer February 2008 - November 2012
RSM McGladrey Retirement Resources 2002 - 2006
Principal Financial Group April 1997 - August 2002
Skills
Retirement, Employee Benefits, Investments, Plan Design, 401k, Benefits, Compliance, Investment Advisory, Profit Sharing, Business Planning, Relationship Management, Defined Benefit, Persuasive Presentations, Retirement Planning, Defined Contribution, Mutual Funds, Financial Services
Education
Campbell University 2002 — 2004
Masters, Trust and Investment Management
East Carolina University 1987 — 1991
BA, Psychology
Joseph Manzo's Principal Financial Group Experience June 2010 - Present
Job Senior Investment Advisor Representative at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group June 2010 - Present
Waddell & Reed Financial Services September 2009 - June 2010
Trove International June 2006 - June 2009
Skills
Retirement Planning, Series 7, Estate Planning, Marketing, 401(K), 403(B),SEP &..., Annuities (Variable &..., Asset Allocation, Business Continuation, Business Overhead..., Buy Sell Agreements, Buy Sell Review, Charitable Giving, College Funding, Deffered Compensation..., Dental Insurance, Disability Income..., Executive Benefits..., Financial Needs Analysis, Income Protection, Informal Business..., IRA's (Traditional and..., Key Person Insurance, Long Term Care Insurance, Mutual Funds, Pension Plans, Salary Continuation, Split Dollar Plans, Series 63,65,7..., Supplimental Retirement..., Survivor Income, Tax Deffered Savings, Term Life Insurance, Universal Life Insurance, Wealth Accumilation
Education
California State University-Fullerton 1979 — 1982
BA
Principal Financial Group June 2010 - Present
Waddell & Reed Financial Services September 2009 - June 2010
Trove International June 2006 - June 2009
Skills
Retirement Planning, Series 7, Estate Planning, Marketing, 401(K), 403(B),SEP &..., Annuities (Variable &..., Asset Allocation, Business Continuation, Business Overhead..., Buy Sell Agreements, Buy Sell Review, Charitable Giving, College Funding, Deffered Compensation..., Dental Insurance, Disability Income..., Executive Benefits..., Financial Needs Analysis, Income Protection, Informal Business..., IRA's (Traditional and..., Key Person Insurance, Long Term Care Insurance, Mutual Funds, Pension Plans, Salary Continuation, Split Dollar Plans, Series 63,65,7..., Supplimental Retirement..., Survivor Income, Tax Deffered Savings, Term Life Insurance, Universal Life Insurance, Wealth Accumilation
Education
California State University-Fullerton 1979 — 1982
BA
Sinikka Waugh's Principal Financial Group Experience October 2006 - June 2009
Job CEO, Trainer, Coach
Industry Professional Training & Coaching
Experience
Your Clear Next Step, LLC August 2008 - Present
Self Employed December 2007 - Present
Pioneer Hi-Bred International Inc January 2010 - December 2011
Alliance Technologies January 2009 - December 2011
National Pork Board June 2009 - December 2009
National Pork Board January 2009 - October 2009
Principal Financial Group October 2006 - June 2009
Genesis10 June 2005 - June 2009
ITAGroup June 2005 - October 2006
Nationwide Insurance July 2004 - June 2005
Skills
Business Analysis, Change Management, Mentoring, Problem Solving, Coaching, Project Management, Training & Development, Requirements Analysis, Management Consulting, Process Improvement, Business Process, Quality Assurance, Program Management, Management, Analysis, Employee Training, Leadership, Training, Requirements Gathering, Consulting, Vendor Management, Business Development, Human Resources, Business Process..., SDLC
Education
University of Iowa 1997 — 1999
MA, Comparative Literature, English & French
Central College 1992 — 1996
BA, English, French
Université Paris-Sorbonne 1994 — 1995
French, Literature, Art
Your Clear Next Step, LLC August 2008 - Present
Self Employed December 2007 - Present
Pioneer Hi-Bred International Inc January 2010 - December 2011
Alliance Technologies January 2009 - December 2011
National Pork Board June 2009 - December 2009
National Pork Board January 2009 - October 2009
Principal Financial Group October 2006 - June 2009
Genesis10 June 2005 - June 2009
ITAGroup June 2005 - October 2006
Nationwide Insurance July 2004 - June 2005
Skills
Business Analysis, Change Management, Mentoring, Problem Solving, Coaching, Project Management, Training & Development, Requirements Analysis, Management Consulting, Process Improvement, Business Process, Quality Assurance, Program Management, Management, Analysis, Employee Training, Leadership, Training, Requirements Gathering, Consulting, Vendor Management, Business Development, Human Resources, Business Process..., SDLC
Education
University of Iowa 1997 — 1999
MA, Comparative Literature, English & French
Central College 1992 — 1996
BA, English, French
Université Paris-Sorbonne 1994 — 1995
French, Literature, Art
Sarah Andersson's Principal Financial Group Experience August 2012 - August 2014
Job Director Product Management at Athene USA
Industry Insurance
Experience
Athene USA August 2014 - Present
Principal Financial Group August 2012 - August 2014
Principal Financial Group January 2001 - August 2012
Self Employed June 1993 - May 2006
Principal Financial Group June 1997 - January 2001
Skills
Retirement, 401k, Pensions, Employee Benefits, Underwriting, Project Management, Leadership, Team Leadership, Organizational..., Innovation Development, Product Development, Management, Change Management, Positive Can-do Attitude, Focused Execution, Interviews, Achieve Results, Follow Through, Following Up, Time Management
Education
Drake University 1998 — 2001
MBA, Masters of Business Administration, 3.8 GPA
Central College 1993 — 1997
Bachelor of Arts, Business Administration / Finance Emphasis, Finance, General Business
Athene USA August 2014 - Present
Principal Financial Group August 2012 - August 2014
Principal Financial Group January 2001 - August 2012
Self Employed June 1993 - May 2006
Principal Financial Group June 1997 - January 2001
Skills
Retirement, 401k, Pensions, Employee Benefits, Underwriting, Project Management, Leadership, Team Leadership, Organizational..., Innovation Development, Product Development, Management, Change Management, Positive Can-do Attitude, Focused Execution, Interviews, Achieve Results, Follow Through, Following Up, Time Management
Education
Drake University 1998 — 2001
MBA, Masters of Business Administration, 3.8 GPA
Central College 1993 — 1997
Bachelor of Arts, Business Administration / Finance Emphasis, Finance, General Business
Mindee Kissinger's Principal Financial Group Experience March 2009 - November 2010
Job Advisor Consultant at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments March 2011 - Present
Principal Financial Group March 2009 - November 2010
JP Morgan Chase 2002 - 2009
Wells Fargo Bank July 1997 - February 2002
Skills
Investments, Employee Benefits, FINRA, Variable Annuities, Finance, Mutual Funds, Series 7, Retirement Planning, Series 63, Series 6, 401k, Wealth Management, Retirement, Asset Allocation, Investment Advisory, Securities, Fixed Annuities, Strategic Financial..., Investment Strategies, Life Insurance, Sales, Leadership, IRAs, Mortgage Lending
Education
California State University-Sacramento
Business/Marketing
Franklin Templeton Investments March 2011 - Present
Principal Financial Group March 2009 - November 2010
JP Morgan Chase 2002 - 2009
Wells Fargo Bank July 1997 - February 2002
Skills
Investments, Employee Benefits, FINRA, Variable Annuities, Finance, Mutual Funds, Series 7, Retirement Planning, Series 63, Series 6, 401k, Wealth Management, Retirement, Asset Allocation, Investment Advisory, Securities, Fixed Annuities, Strategic Financial..., Investment Strategies, Life Insurance, Sales, Leadership, IRAs, Mortgage Lending
Education
California State University-Sacramento
Business/Marketing
Denise Urich's Principal Financial Group Experience January 1996 - May 1998
Job Project Manager at John Deere Waterloo.
Industry Information Services
Experience
John Deere Waterloo Works September 2015 - Present
Transamerica Life Insurance Company January 2015 - July 2015
John Deere July 2012 - January 2015
Business Retirement Markets Northwestern Mutual November 2009 - June 2010
Safeguard Business Solutions June 2009 - April 2010
Mercer Health & Benefits March 2007 - July 2008
Transamerica Agency Network, Inc. March 1999 - June 2007
Transamerica Agency Network, Inc. March 2000 - April 2007
Principal Financial Group January 1996 - May 1998
Robinson & Brebner LLC January 1995 - April 1996
Skills
SQL, AQT, 401k plan design, Professional..., Medical Claims..., Provider Credentialing, Microsoft Office, Accounting, Customer Service, Data Analysis, Excel, Employee Relations, Financial Planning, Insurance, Team Leadership, New Business Development, Outlook, PowerPoint, Problem Solving, Testing, Word, Yahoo, Training, SAP, Microsoft Excel, Coaching, Program Management, Management, Analysis, Time Management, Leadership, Team Building, SharePoint, PDM, Microsoft Word
Education
Capella University 2008 — 2012
Masters of Science, Counseling Psychology
Upper Iowa University 2004 — 2007
Bachelor of Science, Psychology
Kirkwood 1997 — 1999
Associate's Degree, Management Information Systems, General, 3.0
John Deere Waterloo Works September 2015 - Present
Transamerica Life Insurance Company January 2015 - July 2015
John Deere July 2012 - January 2015
Business Retirement Markets Northwestern Mutual November 2009 - June 2010
Safeguard Business Solutions June 2009 - April 2010
Mercer Health & Benefits March 2007 - July 2008
Transamerica Agency Network, Inc. March 1999 - June 2007
Transamerica Agency Network, Inc. March 2000 - April 2007
Principal Financial Group January 1996 - May 1998
Robinson & Brebner LLC January 1995 - April 1996
Skills
SQL, AQT, 401k plan design, Professional..., Medical Claims..., Provider Credentialing, Microsoft Office, Accounting, Customer Service, Data Analysis, Excel, Employee Relations, Financial Planning, Insurance, Team Leadership, New Business Development, Outlook, PowerPoint, Problem Solving, Testing, Word, Yahoo, Training, SAP, Microsoft Excel, Coaching, Program Management, Management, Analysis, Time Management, Leadership, Team Building, SharePoint, PDM, Microsoft Word
Education
Capella University 2008 — 2012
Masters of Science, Counseling Psychology
Upper Iowa University 2004 — 2007
Bachelor of Science, Psychology
Kirkwood 1997 — 1999
Associate's Degree, Management Information Systems, General, 3.0
Gary Geels's Principal Financial Group Experience 1984 - 1999
Job Vice PresidentBusiness Development at Bankers Trust
Industry Financial Services
Experience
Bankers Trust 2008 - Present
Wells Fargo 1999 - 2008
Principal Financial Group 1984 - 1999
Skills
401k, New Business Development, Small Business, Contract Negotiation, Strategy, Marketing Communications, Employee Benefits, Asset Management, CRM, Wealth Management, Mutual Funds, Microsoft Office, Retirement, Leadership, Financial Services, Portfolio Management
Education
Calvin College
Bachelor of Arts (B.A.)
Bankers Trust 2008 - Present
Wells Fargo 1999 - 2008
Principal Financial Group 1984 - 1999
Skills
401k, New Business Development, Small Business, Contract Negotiation, Strategy, Marketing Communications, Employee Benefits, Asset Management, CRM, Wealth Management, Mutual Funds, Microsoft Office, Retirement, Leadership, Financial Services, Portfolio Management
Education
Calvin College
Bachelor of Arts (B.A.)
Greg Cain's Principal Financial Group Experience May 2011 - Present
Job Director of Sales at Principal Financial Group
Industry Insurance
Experience
Principal Financial Group May 2011 - Present
Assurant Employee Benefits May 2000 - May 2011
Ameritas September 1997 - May 2000
Skills
Employee Benefits, Insurance, Disability Insurance, Sales, Product Marketing, Dentistry, Voluntary Employee..., Dental, Life Insurance, Vision Insurance, Enrollment Management, Underwriting, Sales Process, Health Insurance, Management, Health Savings Accounts, Brokers, Term Life Insurance, Long-term Care, Coaching Baseball, Account Management, Customer Service
Education
Cameron University 1992 — 1997
BA, Finance
Principal Financial Group May 2011 - Present
Assurant Employee Benefits May 2000 - May 2011
Ameritas September 1997 - May 2000
Skills
Employee Benefits, Insurance, Disability Insurance, Sales, Product Marketing, Dentistry, Voluntary Employee..., Dental, Life Insurance, Vision Insurance, Enrollment Management, Underwriting, Sales Process, Health Insurance, Management, Health Savings Accounts, Brokers, Term Life Insurance, Long-term Care, Coaching Baseball, Account Management, Customer Service
Education
Cameron University 1992 — 1997
BA, Finance
Mankit Chu's Principal Financial Group Experience March 2014 - Present
Job IT Technical Lead at Principal Financial Group
Industry Computer Software
Experience
Principal Financial Group March 2014 - Present
Oracle September 2011 - February 2014
Acme Express June 2010 - May 2011
Skills
SQL, Financial Modeling, Oracle Applications, PL/SQL, ERP, Oracle SQL, Financial Analysis, Oracle Fusion Middleware, Oracle E-Business Suite, Software Development, Oracle, Oracle Fusion, SAS, Corporate Finance, Valuation, Derivatives, VBA, Data Analysis, Analysis, Business Analysis, Risk Management, Market Research, C#, Strategic Planning, Java Enterprise Edition, Software Project..., Matlab, Equity Research, Microsoft Excel, Microsoft Office, PowerPoint, Competitive Analysis, Enterprise Software, Access, Visual Basic, Oracle R12 Financials, Java, Business Process..., Investment Banking, Databases, Management Consulting, Bloomberg, Statistics, C, Product Lifecycle..., Business Strategy, C++, Six Sigma, Financial Reporting, PeopleSoft
Education
Case Western Reserve University - Weatherhead School of Management 2010 — 2011
Master of Science in Management, Finance
Case Western Reserve University 2006 — 2010
Bachelor of Science (B.S.), Computer Engineering
Principal Financial Group March 2014 - Present
Oracle September 2011 - February 2014
Acme Express June 2010 - May 2011
Skills
SQL, Financial Modeling, Oracle Applications, PL/SQL, ERP, Oracle SQL, Financial Analysis, Oracle Fusion Middleware, Oracle E-Business Suite, Software Development, Oracle, Oracle Fusion, SAS, Corporate Finance, Valuation, Derivatives, VBA, Data Analysis, Analysis, Business Analysis, Risk Management, Market Research, C#, Strategic Planning, Java Enterprise Edition, Software Project..., Matlab, Equity Research, Microsoft Excel, Microsoft Office, PowerPoint, Competitive Analysis, Enterprise Software, Access, Visual Basic, Oracle R12 Financials, Java, Business Process..., Investment Banking, Databases, Management Consulting, Bloomberg, Statistics, C, Product Lifecycle..., Business Strategy, C++, Six Sigma, Financial Reporting, PeopleSoft
Education
Case Western Reserve University - Weatherhead School of Management 2010 — 2011
Master of Science in Management, Finance
Case Western Reserve University 2006 — 2010
Bachelor of Science (B.S.), Computer Engineering
Kathryn Fonner's Principal Financial Group Experience April 2000 - January 2002
Job Regional Service Manager at Guardian Life
Industry Insurance
Experience
Guardian Life March 2015 - Present
The Standard July 2012 - February 2015
Standard Insurance Company May 2005 - July 2012
Guardian Life Insurance Company September 2003 - May 2005
Morneau Sobeco February 2003 - September 2003
Guardian Life Insurance Company January 2002 - January 2003
Principal Financial Group April 2000 - January 2002
Skills
Marketing, Strategic Planning, Benefits Administration, Employee Benefits, Relationship Management, New Business Development, Team Building, Process Improvement, Leadership, Account Management, Sales, Management, Training, Negotiation, Human Resources
Education
Robert Morris University
Degree: Bachelor of Science, Business Administration; Management
Carnegie Mellon University
H. John Heinz III College - School of Public Policy and Management
Master of Science, Management
Guardian Life March 2015 - Present
The Standard July 2012 - February 2015
Standard Insurance Company May 2005 - July 2012
Guardian Life Insurance Company September 2003 - May 2005
Morneau Sobeco February 2003 - September 2003
Guardian Life Insurance Company January 2002 - January 2003
Principal Financial Group April 2000 - January 2002
Skills
Marketing, Strategic Planning, Benefits Administration, Employee Benefits, Relationship Management, New Business Development, Team Building, Process Improvement, Leadership, Account Management, Sales, Management, Training, Negotiation, Human Resources
Education
Robert Morris University
Degree: Bachelor of Science, Business Administration; Management
Carnegie Mellon University
H. John Heinz III College - School of Public Policy and Management
Master of Science, Management
Dominique Guzman Moore's Principal Financial Group Experience May 2010 - May 2011
Job Instructional Aide at St. HOPE
Industry Education Management
Experience
St. HOPE July 2012 - Present
Cinnammongirl inc. November 2011 - June 2012
University of California, Davis January 2012 - March 2012
UCDavis Medical Center, FNP/PA Program November 2011 - December 2011
UC Davis Medical Center January 2011 - November 2011
Principal Financial Group May 2010 - May 2011
Mexican Cultural Center of Northern California May 2010 - May 2011
The Advantage Group May 2010 - April 2011
Greenlining Institute June 2009 - August 2009
California Hispanic Chamber of Commerce 2005 - 2006
Skills
Community Outreach, Fundraising, Event Planning, Leadership Development, Program Management, Community Development, Management, Employee Training, Recruiting, Curriculum Design, CRM, Microsoft Excel, Access, Healthcare, Nonprofits
Education
San Francisco State University 2007 — 2009
M.A, Ethnic Studies
California State University-Sacramento 2002 — 2007
BA - Ethnic Studies
St. HOPE July 2012 - Present
Cinnammongirl inc. November 2011 - June 2012
University of California, Davis January 2012 - March 2012
UCDavis Medical Center, FNP/PA Program November 2011 - December 2011
UC Davis Medical Center January 2011 - November 2011
Principal Financial Group May 2010 - May 2011
Mexican Cultural Center of Northern California May 2010 - May 2011
The Advantage Group May 2010 - April 2011
Greenlining Institute June 2009 - August 2009
California Hispanic Chamber of Commerce 2005 - 2006
Skills
Community Outreach, Fundraising, Event Planning, Leadership Development, Program Management, Community Development, Management, Employee Training, Recruiting, Curriculum Design, CRM, Microsoft Excel, Access, Healthcare, Nonprofits
Education
San Francisco State University 2007 — 2009
M.A, Ethnic Studies
California State University-Sacramento 2002 — 2007
BA - Ethnic Studies
Lisa Lucido's Principal Financial Group Experience May 2009 - April 2013
Job Senior Account Manager at CIGNA
Industry Financial Services
Experience
CIGNA April 2013 - Present
Principal Financial Group May 2009 - April 2013
The Hartford April 2006 - May 2009
Unum March 2000 - January 2006
Skills
Dental, Employee Benefits,..., Disability, Life Insurance, Disability Insurance, Dentistry, Term Life Insurance, Health Insurance, Long-term Care, Insurance, Employee Benefits, Benefits Administration, Underwriting, Health Savings Accounts, Sales, Brokers, Healthcare
Education
Cardinal Stritch University
BA, Education
CIGNA April 2013 - Present
Principal Financial Group May 2009 - April 2013
The Hartford April 2006 - May 2009
Unum March 2000 - January 2006
Skills
Dental, Employee Benefits,..., Disability, Life Insurance, Disability Insurance, Dentistry, Term Life Insurance, Health Insurance, Long-term Care, Insurance, Employee Benefits, Benefits Administration, Underwriting, Health Savings Accounts, Sales, Brokers, Healthcare
Education
Cardinal Stritch University
BA, Education
Lucia Aspiazu's Principal Financial Group Experience April 2011 - Present
Job Account Coordinator at Principal Financial Group
Industry Consumer Goods
Experience
Principal Financial Group April 2011 - Present
Mobile Notary Services April 2003 - September 2011
California Dental Network December 2009 - April 2011
Western Dental Services September 2008 - May 2009
United Countries Real EstateWes January 2005 - October 2007
EC Real Estate Loans August 2004 - January 2005
Skills
Always Punctual, Analytical Skills, Goal Oriented, Motivated self-starter, Great Organizer, Highly responsible, Multitask in a..., Bilingual-English/Spanis..., Interpersonal skills..., Team player with an..., Effective communication..., Proactive approach and..., Ability to manage..., Oral and written..., High Organizational..., Exceptional emotional..., Critical thinking skills, Flexibility, Ability to work under..., Quick to adapt to any..., High level of..., Ability to work..., Handle routine tasks..., Experience with...
Education
Georgetown University 2008 — 2008
International Executive Program
California State University-Fullerton, Mihaylo College of Business and Economics 2004 — 2007
B.A, International Business
Principal Financial Group April 2011 - Present
Mobile Notary Services April 2003 - September 2011
California Dental Network December 2009 - April 2011
Western Dental Services September 2008 - May 2009
United Countries Real EstateWes January 2005 - October 2007
EC Real Estate Loans August 2004 - January 2005
Skills
Always Punctual, Analytical Skills, Goal Oriented, Motivated self-starter, Great Organizer, Highly responsible, Multitask in a..., Bilingual-English/Spanis..., Interpersonal skills..., Team player with an..., Effective communication..., Proactive approach and..., Ability to manage..., Oral and written..., High Organizational..., Exceptional emotional..., Critical thinking skills, Flexibility, Ability to work under..., Quick to adapt to any..., High level of..., Ability to work..., Handle routine tasks..., Experience with...
Education
Georgetown University 2008 — 2008
International Executive Program
California State University-Fullerton, Mihaylo College of Business and Economics 2004 — 2007
B.A, International Business
Martin Marino's Principal Financial Group Experience 1980 - 2013
Job
Industry Financial Services
Experience
Marino Insurance Services, LLC June 1998 - Present
Marino Insurance Services, LLC 1979 - Present
Principal Financial Group 1980 - 2013
Skills
Health Insurance, Insurance, Employee Benefits, Disability Insurance, Life Insurance, Strategic Planning, Customer Service, Benefits Administration, Underwriting, Long-term Care, Medicare, Term Life Insurance, Fixed Annuities, Public Speaking, Retirement, Retirement Planning, 401k
Education
The American College 2005 — 2008
Registerd Health Underwriter, Registered Employee Benefit Consultant, Employee Benefits
Calvin College 1975 — 1979
Bachelor, Business Administration
Marino Insurance Services, LLC June 1998 - Present
Marino Insurance Services, LLC 1979 - Present
Principal Financial Group 1980 - 2013
Skills
Health Insurance, Insurance, Employee Benefits, Disability Insurance, Life Insurance, Strategic Planning, Customer Service, Benefits Administration, Underwriting, Long-term Care, Medicare, Term Life Insurance, Fixed Annuities, Public Speaking, Retirement, Retirement Planning, 401k
Education
The American College 2005 — 2008
Registerd Health Underwriter, Registered Employee Benefit Consultant, Employee Benefits
Calvin College 1975 — 1979
Bachelor, Business Administration
Mark Thompson CFS's Principal Financial Group Experience August 2011 - December 2013
Job Territory Sales Manager at ALLDATA
Industry Computer Software
Experience
ALLDATA December 2013 - Present
Principal Financial Group August 2011 - December 2013
Thompson Financial & Insurance March 2005 - August 2011
Allstate Insurance Company January 1986 - August 2011
Skills
Specializing in..., Disability Insurance, Term Life Insurance, Life Insurance, IRAs, Retirement Planning, Employee Benefits, Exit Strategies, Estate Planning, Retirement, Universal Life, Mutual Funds
Education
California State University-Sacramento 1976 — 1979
Bachelor of Science, Business Admin & Economics
ALLDATA December 2013 - Present
Principal Financial Group August 2011 - December 2013
Thompson Financial & Insurance March 2005 - August 2011
Allstate Insurance Company January 1986 - August 2011
Skills
Specializing in..., Disability Insurance, Term Life Insurance, Life Insurance, IRAs, Retirement Planning, Employee Benefits, Exit Strategies, Estate Planning, Retirement, Universal Life, Mutual Funds
Education
California State University-Sacramento 1976 — 1979
Bachelor of Science, Business Admin & Economics
Ryne Oller's Principal Financial Group Experience March 2013 - November 2014
Job Financial Accountant III at Principal Global Investors
Industry Financial Services
Experience
Principal Global Investors December 2014 - Present
Principal Financial Group March 2013 - November 2014
Principal Financial Group October 2011 - March 2013
Wells Fargo Bank June 2010 - October 2011
Fáilte Ireland January 2009 - April 2009
Skills
Financial Analysis, Finance, Financial Reporting, Forecasting, Microsoft Excel, SAS, Access, Team Building, Public Speaking, Leadership, Microsoft Word, VBA, Essbase, Social Media, Microsoft Office, Customer Service
Education
University of Iowa - Henry B. Tippie College of Business 2015 — 2017
Master of Business Administration (MBA)
Cedarville University 2006 — 2010
BA
Dublin Business School 2009 — 2009
Principal Global Investors December 2014 - Present
Principal Financial Group March 2013 - November 2014
Principal Financial Group October 2011 - March 2013
Wells Fargo Bank June 2010 - October 2011
Fáilte Ireland January 2009 - April 2009
Skills
Financial Analysis, Finance, Financial Reporting, Forecasting, Microsoft Excel, SAS, Access, Team Building, Public Speaking, Leadership, Microsoft Word, VBA, Essbase, Social Media, Microsoft Office, Customer Service
Education
University of Iowa - Henry B. Tippie College of Business 2015 — 2017
Master of Business Administration (MBA)
Cedarville University 2006 — 2010
BA
Dublin Business School 2009 — 2009
Andi Shaffer's Principal Financial Group Experience 1970 - 1980
Job Retired and enjoying life
Industry Sports
Experience
Retired and enjoying life 2000 - Present
PPO Alliance 1990 - 1997
Principal Financial Group 1970 - 1980
Education
California State University-Northridge 1965 — 1968
B.S., Recreation Education
Retired and enjoying life 2000 - Present
PPO Alliance 1990 - 1997
Principal Financial Group 1970 - 1980
Education
California State University-Northridge 1965 — 1968
B.S., Recreation Education
Brigitte Koch's Principal Financial Group Experience July 1996 - April 2012
Job Medical Claim Specialist
Industry Insurance
Experience
Nationwide Insurance April 2012 - Present
Principal Financial Group July 1996 - April 2012
Education
Capital University
Bachelor of Arts
Nationwide Insurance April 2012 - Present
Principal Financial Group July 1996 - April 2012
Education
Capital University
Bachelor of Arts
Lindsey von Gillern's Principal Financial Group Experience August 2013 - Present
Job Retirement Services Support Coordinator at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group August 2013 - Present
Principal Financial Group May 2013 - August 2013
Central College August 2011 - May 2013
Vermeer Manufacturing May 2012 - August 2012
Demarquette Fine Chocolates January 2012 - May 2012
Pella Corporation May 2011 - August 2011
SolutionOne June 2010 - August 2010
Skills
Microsoft Office, Photoshop, Goldmine, Leadership, Sales, Social Media, Facebook, Event Planning, PowerPoint, Microsoft Word, Public Speaking, Microsoft Excel, Public Relations, Social Networking, InDesign, Customer Service, Event Management, Teamwork, Project Management, Coaching, Marketing, Editing
Education
Central College 2009 — 2013
Bachelor of Arts (BA), Communication Studies
Millard North High School 2005 — 2009
High School Diploma
Principal Financial Group August 2013 - Present
Principal Financial Group May 2013 - August 2013
Central College August 2011 - May 2013
Vermeer Manufacturing May 2012 - August 2012
Demarquette Fine Chocolates January 2012 - May 2012
Pella Corporation May 2011 - August 2011
SolutionOne June 2010 - August 2010
Skills
Microsoft Office, Photoshop, Goldmine, Leadership, Sales, Social Media, Facebook, Event Planning, PowerPoint, Microsoft Word, Public Speaking, Microsoft Excel, Public Relations, Social Networking, InDesign, Customer Service, Event Management, Teamwork, Project Management, Coaching, Marketing, Editing
Education
Central College 2009 — 2013
Bachelor of Arts (BA), Communication Studies
Millard North High School 2005 — 2009
High School Diploma
Sarah Gearhart's Principal Financial Group Experience February 2011 - Present
Job Account Coordinator at Principal Financial Group
Industry Insurance
Experience
Principal Financial Group February 2011 - Present
Corporate Synergies May 2010 - February 2011
Principal Financial Group August 2007 - May 2010
Skills
401k, Health Insurance, Insurance, Mutual Funds, Underwriting, Employee Benefits, Relationship Management, Account Management
Education
Centenary College 2004 — 2007
Bachelor Science, Business Management & Marketing
Newton High School 1999 — 2003
Principal Financial Group February 2011 - Present
Corporate Synergies May 2010 - February 2011
Principal Financial Group August 2007 - May 2010
Skills
401k, Health Insurance, Insurance, Mutual Funds, Underwriting, Employee Benefits, Relationship Management, Account Management
Education
Centenary College 2004 — 2007
Bachelor Science, Business Management & Marketing
Newton High School 1999 — 2003
Shelley Spears's Principal Financial Group Experience January 2011 - July 2011
Job Qualified Mental Health Professional at Child and Family Guidance Center
Industry Individual & Family Services
Experience
Child and Family Guidance Centers May 2015 - Present
The University of Texas at Arlington 2013 - 2015
The University of Texas at Arlington 2013 - 2015
Texas Health Presbyterian Hospital Plano June 2014 - August 2014
Innovative Way October 2013 - May 2014
North Carolina Bankers Association September 2011 - April 2013
Principal Financial Group January 2011 - July 2011
Robert Half International September 2009 - January 2011
Skills
Case Management, Mental Health Counseling, Small Group Counseling, Recovery Plans, Discharge Planning, Patient Counseling, Customer Service, Microsoft Office, PowerPoint, Microsoft Excel, Community Outreach, Non-profits, Fundraising, Web Content, Text Editing, Marketing Communications, Event Management, Teamwork, Office Management, Qualitative Research, Quantitative Research, Social Media Marketing, Office Equipment..., Vendor Relationships
Education
The University of Texas at Arlington 2013 — 2015
Master's degree, Social Work
University of North Carolina at Wilmington 2007 — 2009
Bachelor of Arts (B.A.), English Literature
Cape Fear Community College 2006 — 2007
Associate of Arts (A.A.), Liberal Arts and Sciences, General Studies and Humanities
Cumberland County College 2005 — 2006
Liberal Arts and Sciences, General Studies and Humanities
Child and Family Guidance Centers May 2015 - Present
The University of Texas at Arlington 2013 - 2015
The University of Texas at Arlington 2013 - 2015
Texas Health Presbyterian Hospital Plano June 2014 - August 2014
Innovative Way October 2013 - May 2014
North Carolina Bankers Association September 2011 - April 2013
Principal Financial Group January 2011 - July 2011
Robert Half International September 2009 - January 2011
Skills
Case Management, Mental Health Counseling, Small Group Counseling, Recovery Plans, Discharge Planning, Patient Counseling, Customer Service, Microsoft Office, PowerPoint, Microsoft Excel, Community Outreach, Non-profits, Fundraising, Web Content, Text Editing, Marketing Communications, Event Management, Teamwork, Office Management, Qualitative Research, Quantitative Research, Social Media Marketing, Office Equipment..., Vendor Relationships
Education
The University of Texas at Arlington 2013 — 2015
Master's degree, Social Work
University of North Carolina at Wilmington 2007 — 2009
Bachelor of Arts (B.A.), English Literature
Cape Fear Community College 2006 — 2007
Associate of Arts (A.A.), Liberal Arts and Sciences, General Studies and Humanities
Cumberland County College 2005 — 2006
Liberal Arts and Sciences, General Studies and Humanities
Ben Aranda, LUTCF,FSS's Principal Financial Group Experience 1992 - 2002
Job Managing Principal at Aranda Insurance & Financial Services
Industry Insurance
Experience
Aranda Insurance & Financial Services 1984 - Present
The MONY Group 2000 - 2004
Principal Financial Group 1992 - 2002
Education
West Los Angeles College 1978 — 1984
Associate of Arts (A.A.), Business Administration and Management, General
California State University-Los Angeles
Business Administration and Management, General
Aranda Insurance & Financial Services 1984 - Present
The MONY Group 2000 - 2004
Principal Financial Group 1992 - 2002
Education
West Los Angeles College 1978 — 1984
Associate of Arts (A.A.), Business Administration and Management, General
California State University-Los Angeles
Business Administration and Management, General
Chris Mathias's Principal Financial Group Experience 2007 - 2013
Job Financial Services Professional
Industry Financial Services
Experience
Principal Financial Group 2007 - 2013
Dahls Foods 2004 - 2007
Education
Central Bible College 1998 — 2001
Associate of Arts (AA)
Principal Financial Group 2007 - 2013
Dahls Foods 2004 - 2007
Education
Central Bible College 1998 — 2001
Associate of Arts (AA)
The Principal Financial Group
BTG Pactual
HuaTai Securities Co.,Ltd.
Guosen Securities
PFG
Principal Financial
Principle
Fubon Financial Holdings