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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8,325 Principal Financial Group employees in database. Find out everything there's to know about Principal Financial Group employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Principal Financial Group Employees
Employee
Years
Job
Industry
Donna Jacoby Donna Jacoby's Principal Financial Group Experience September 1994 - January 2009
Job Member at Threadbenders
Industry Information Services
Experience
Quilted Flamingo 2014 - Present
GiGi's Fabrics 2014 - Present
Threadbenders July 2009 - Present
Robin Place Fabrics August 2014 - August 2014
Principal Financial Group September 1994 - January 2009
Trans World Airlines June 1971 - December 1995
Skills
Programming, Software Documentation, Quilting, Teaching, COBOL, Project Planning, Databases, Requirements Analysis, Writing, SharePoint
Education
Maryville University of Saint Louis 1992 — 1994
BS, Information Systems
The University of Texas at San Antonio 1985 — 1987
Computer Engineering
Siena College 1980 — 1983
Computer Science
Clemson University 1965 — 1969
Architecture
Quilted Flamingo 2014 - Present
GiGi's Fabrics 2014 - Present
Threadbenders July 2009 - Present
Robin Place Fabrics August 2014 - August 2014
Principal Financial Group September 1994 - January 2009
Trans World Airlines June 1971 - December 1995
Skills
Programming, Software Documentation, Quilting, Teaching, COBOL, Project Planning, Databases, Requirements Analysis, Writing, SharePoint
Education
Maryville University of Saint Louis 1992 — 1994
BS, Information Systems
The University of Texas at San Antonio 1985 — 1987
Computer Engineering
Siena College 1980 — 1983
Computer Science
Clemson University 1965 — 1969
Architecture
Kyle Pearson Kyle Pearson's Principal Financial Group Experience May 2014 - July 2014
Job Summer Intern at Cushman & Wakefield
Industry Financial Services
Experience
Cushman & Wakefield June 2015 - Present
State of New York July 2014 - Present
Principal Financial Group May 2014 - July 2014
Pearson Financial Advisors May 2012 - July 2014
PJ Clarke's May 2013 - July 2013
Pop's Seafood Shack and Grill May 2011 - August 2011
Skills
NetX360, Albridge, Redtail, Emoney Advisor, Microsoft Excel, Term Life Insurance, Cultural Adaptation, Communication Skills, NYS Notary Public, QuickBooks, Customer Service, PowerPoint, Teamwork, Outlook, Microsoft Word, Organization, Independent Thinking, Communication, Social Media, Event Planning, Public Speaking
Education
College of Charleston 2012 — 2016
Bachelor of Science (B.S.), Finance
Richmond, The American International University in London 2015 — 2015
Study Abroad Program
St. George's School 2008 — 2012
Cushman & Wakefield June 2015 - Present
State of New York July 2014 - Present
Principal Financial Group May 2014 - July 2014
Pearson Financial Advisors May 2012 - July 2014
PJ Clarke's May 2013 - July 2013
Pop's Seafood Shack and Grill May 2011 - August 2011
Skills
NetX360, Albridge, Redtail, Emoney Advisor, Microsoft Excel, Term Life Insurance, Cultural Adaptation, Communication Skills, NYS Notary Public, QuickBooks, Customer Service, PowerPoint, Teamwork, Outlook, Microsoft Word, Organization, Independent Thinking, Communication, Social Media, Event Planning, Public Speaking
Education
College of Charleston 2012 — 2016
Bachelor of Science (B.S.), Finance
Richmond, The American International University in London 2015 — 2015
Study Abroad Program
St. George's School 2008 — 2012
Tyler Wrage Tyler Wrage's Principal Financial Group Experience March 2007 - December 2010
Job Employee Benefits Consultant at The Strategic Group
Industry Insurance
Experience
The Strategic Group April 2012 - Present
Paychex April 2011 - April 2012
Principal Financial Group March 2007 - December 2010
Strategic Employee Benefit Services May 2005 - March 2007
Skills
Employee Benefits, Dental, Group Benefits, Benefits, Health, Health Insurance, Disability Insurance, Business Networking, Insurance, Life Insurance, Management, Term Life Insurance, Brokers, Sales, Healthcare, Health Savings Accounts, Leadership, Long-term Care, Marketing, Customer Service
Education
Chadron State College 2001 — 2005
Business Marketing
Colorado School of Mines 2001 — 2001
Environmental Engineering
Jesuit High School 1997 — 2001
The Strategic Group April 2012 - Present
Paychex April 2011 - April 2012
Principal Financial Group March 2007 - December 2010
Strategic Employee Benefit Services May 2005 - March 2007
Skills
Employee Benefits, Dental, Group Benefits, Benefits, Health, Health Insurance, Disability Insurance, Business Networking, Insurance, Life Insurance, Management, Term Life Insurance, Brokers, Sales, Healthcare, Health Savings Accounts, Leadership, Long-term Care, Marketing, Customer Service
Education
Chadron State College 2001 — 2005
Business Marketing
Colorado School of Mines 2001 — 2001
Environmental Engineering
Jesuit High School 1997 — 2001
Trent Stastny-Perez's Principal Financial Group Experience May 2015 - August 2015
Job Tutor at University Math Tutorial Lab
Industry Insurance
Experience
University Math Tutorial Lab August 2014 - Present
Principal Financial Group May 2015 - August 2015
Beijing Chinese Restaurant September 2011 - August 2014
Tutor Iowa February 2014 - May 2014
DuPont Pioneer July 2009 - August 2013
Skills
Python, Customer Service, Economics, PowerPoint, Microsoft Word, Actuarial Science, Microsoft Excel, R, MG ALFA, Leadership, Academic Tutoring
Education
University of Iowa 2013 — 2017
Actuarial Science, Junior
Thomas Jefferson High School 2009 — 2013
High School
Coe College 2012 — 2012
Mathematics
University Math Tutorial Lab August 2014 - Present
Principal Financial Group May 2015 - August 2015
Beijing Chinese Restaurant September 2011 - August 2014
Tutor Iowa February 2014 - May 2014
DuPont Pioneer July 2009 - August 2013
Skills
Python, Customer Service, Economics, PowerPoint, Microsoft Word, Actuarial Science, Microsoft Excel, R, MG ALFA, Leadership, Academic Tutoring
Education
University of Iowa 2013 — 2017
Actuarial Science, Junior
Thomas Jefferson High School 2009 — 2013
High School
Coe College 2012 — 2012
Mathematics
Lisa Wright Lisa Wright's Principal Financial Group Experience 2015 - Present
Job Retirement Plan Professional / Senior Account Executive at the Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group 2015 - Present
TIAA-CREF 2005 - 2014
TIAA-CREF 1998 - 2004
Skills
Leadership, Financial Analysis, Strategic Planning, Relationship Management, Financial Services, Customer Service, Program Management, Management, Training, Team Building, Strategy, Retirement Planning, Process Improvement, Analysis, Budgets, Project Management, Financial Planning, Account Management, Marketing Strategy, Public Speaking, Nonprofits, Coaching, Leadership Development, Microsoft Office, Corporate Communications, Fundraising, Finance, Retirement, Conflict Management, Relationship Building, Retirement Plan..., Team Facilitation, Collaborative Problem..., Strategic Communications, Sales Presentations, Strategic Negotiations, Community Development, Financial Education, Project Planning
Education
Clark Atlanta University
Bachelor's Degree, Marketing
Wayne State University
Principal Financial Group 2015 - Present
TIAA-CREF 2005 - 2014
TIAA-CREF 1998 - 2004
Skills
Leadership, Financial Analysis, Strategic Planning, Relationship Management, Financial Services, Customer Service, Program Management, Management, Training, Team Building, Strategy, Retirement Planning, Process Improvement, Analysis, Budgets, Project Management, Financial Planning, Account Management, Marketing Strategy, Public Speaking, Nonprofits, Coaching, Leadership Development, Microsoft Office, Corporate Communications, Fundraising, Finance, Retirement, Conflict Management, Relationship Building, Retirement Plan..., Team Facilitation, Collaborative Problem..., Strategic Communications, Sales Presentations, Strategic Negotiations, Community Development, Financial Education, Project Planning
Education
Clark Atlanta University
Bachelor's Degree, Marketing
Wayne State University
Lonnie Davison Lonnie Davison's Principal Financial Group Experience January 2013 - July 2014
Job Agent at Health Markets
Industry Insurance
Experience
Health Markets August 2014 - Present
Urbandale Chamber of Commerce 2015 - 2015
Urbandale Chamber of Commerce 2015 - 2015
Principal Financial Group January 2013 - July 2014
Des Moines Motors July 1999 - December 2012
Mr. Neat's formalwear June 1991 - July 1999
Skills
401(k), 403(b), SEP &..., Annuities(Fixed and..., Asset Allocation, Colleg Funding..., Deferred Compensation..., Disability Income..., Estate Plannning, Financial Needs Analysis, Income Protection, IRAs(traditional and..., Long-term Care Insurance, Mutual Funds, Pension Plans, Salary Continuation, Series 6 and 63..., Split Dollar Plans, Supplemental Retirement..., Survivor Income, Term Life Insurance, Tax-Deferred Savings, Universal Life Insurance, Wellness Programs, Wealth Accumulation, Whole Life Insurance
Education
Coe College 1987 — 1991
Bachelor of arts, Music
Roosevelt High School 1983 — 1987
Health Markets August 2014 - Present
Urbandale Chamber of Commerce 2015 - 2015
Urbandale Chamber of Commerce 2015 - 2015
Principal Financial Group January 2013 - July 2014
Des Moines Motors July 1999 - December 2012
Mr. Neat's formalwear June 1991 - July 1999
Skills
401(k), 403(b), SEP &..., Annuities(Fixed and..., Asset Allocation, Colleg Funding..., Deferred Compensation..., Disability Income..., Estate Plannning, Financial Needs Analysis, Income Protection, IRAs(traditional and..., Long-term Care Insurance, Mutual Funds, Pension Plans, Salary Continuation, Series 6 and 63..., Split Dollar Plans, Supplemental Retirement..., Survivor Income, Term Life Insurance, Tax-Deferred Savings, Universal Life Insurance, Wellness Programs, Wealth Accumulation, Whole Life Insurance
Education
Coe College 1987 — 1991
Bachelor of arts, Music
Roosevelt High School 1983 — 1987
Brian Berryman Brian Berryman's Principal Financial Group Experience July 2009 - January 2011
Job Employee Benefits Consultant at USI Insurance Services
Industry Financial Services
Experience
USI Insurance Services June 2014 - Present
Waste Connections, Inc. June 2012 - May 2014
Principal Financial Group July 2009 - January 2011
Coventry Health Care 2008 - 2009
Skills
Sales, Insurance, Health Insurance, Disability Insurance, Life Insurance, Employee Benefits, Account Management, Term Life Insurance, Brokers, Customer Service, Leadership, Health Savings Accounts
Education
University of Tennessee at Martin 2002 — 2005
Bachelor's degree, health and human performance
Colby Community College 2000 — 2002
Associate's degree, General Studies
USI Insurance Services June 2014 - Present
Waste Connections, Inc. June 2012 - May 2014
Principal Financial Group July 2009 - January 2011
Coventry Health Care 2008 - 2009
Skills
Sales, Insurance, Health Insurance, Disability Insurance, Life Insurance, Employee Benefits, Account Management, Term Life Insurance, Brokers, Customer Service, Leadership, Health Savings Accounts
Education
University of Tennessee at Martin 2002 — 2005
Bachelor's degree, health and human performance
Colby Community College 2000 — 2002
Associate's degree, General Studies
Casey E. Clark, CIMA, CRPS Casey E. Clark, CIMA, CRPS's Principal Financial Group Experience August 2014 - Present
Job Retirement Plan Professional / Retirement Plan Consultant for the Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group August 2014 - Present
Capital Group October 2011 - August 2014
Transamerica April 2010 - July 2011
Skills
401k, Financial Services, Customer Service, Retirement
Education
University of Pennsylvania - The Wharton School 2014 — 2014
Certified Invesment Mangement Anaylst
College for Financial Planning 2012 — 2012
Retirement Plan Specialist, Retirement Plans
University of Northern Iowa 2004 — 2007
Bachelor's Degree, Finance, General
Iowa Central Community College 2003 — 2004
Business/Commerce, General
Principal Financial Group August 2014 - Present
Capital Group October 2011 - August 2014
Transamerica April 2010 - July 2011
Skills
401k, Financial Services, Customer Service, Retirement
Education
University of Pennsylvania - The Wharton School 2014 — 2014
Certified Invesment Mangement Anaylst
College for Financial Planning 2012 — 2012
Retirement Plan Specialist, Retirement Plans
University of Northern Iowa 2004 — 2007
Bachelor's Degree, Finance, General
Iowa Central Community College 2003 — 2004
Business/Commerce, General
Joseph J. Ossey, CRPS® Joseph J. Ossey, CRPS®'s Principal Financial Group Experience February 2012 - Present
Job Retirement Plan Specialist / Account Executive at The Principal Financial Group / Princor Registered Representative
Industry Financial Services
Experience
Principal Financial Group February 2012 - Present
John Hancock Financial Services September 2011 - January 2012
Morgan Stanley November 2009 - August 2011
Merrill Lynch June 2008 - November 2009
INEPT - Recording Artist August 2005 - April 2008
US Bank December 2004 - June 2007
Skills
CRPS, ERISA, Defined Benefit, Insurance, 401k, Financial Services, Retirement, Retirement Planning
Education
College for Financial Planning 2011 — 2011
Chartered Retirement Plans Specialist, Financial Planning and Services
Northern Illinois University 2005 — 2007
Bachelors, Business Management, Human Resources & Finance
College of DuPage 2002 — 2005
Associates, Business Management
Principal Financial Group February 2012 - Present
John Hancock Financial Services September 2011 - January 2012
Morgan Stanley November 2009 - August 2011
Merrill Lynch June 2008 - November 2009
INEPT - Recording Artist August 2005 - April 2008
US Bank December 2004 - June 2007
Skills
CRPS, ERISA, Defined Benefit, Insurance, 401k, Financial Services, Retirement, Retirement Planning
Education
College for Financial Planning 2011 — 2011
Chartered Retirement Plans Specialist, Financial Planning and Services
Northern Illinois University 2005 — 2007
Bachelors, Business Management, Human Resources & Finance
College of DuPage 2002 — 2005
Associates, Business Management
Michael M. Smith. CFP's Principal Financial Group Experience May 1982 - March 1994
Job CEO at ProFocus, Inc
Industry Investment Management
Experience
ProFocus, Inc March 1995 - Present
Principal Financial Group May 1982 - March 1994
United States Air Force May 1977 - May 1982
Skills
Certified Financial..., investment manager, real estate developer, wealth advisor, Wealth Management, Investment Advisory, Retirement Planning, Investments, Asset Allocation, Investment Strategies, Strategic Financial..., Investment Management, Portfolio Management
Education
College for Financial Planning 1988 — 1991
CFP professional education program, Financial Planning
University of Phoenix 1984 — 1987
Bachelor of Science, Business
ProFocus, Inc March 1995 - Present
Principal Financial Group May 1982 - March 1994
United States Air Force May 1977 - May 1982
Skills
Certified Financial..., investment manager, real estate developer, wealth advisor, Wealth Management, Investment Advisory, Retirement Planning, Investments, Asset Allocation, Investment Strategies, Strategic Financial..., Investment Management, Portfolio Management
Education
College for Financial Planning 1988 — 1991
CFP professional education program, Financial Planning
University of Phoenix 1984 — 1987
Bachelor of Science, Business
Joshua Girard's Principal Financial Group Experience June 2004 - December 2010
Job Manager at Eccella Corporation
Industry Information Technology and Services
Experience
Eccella Corporation March 2013 - Present
Aviva USA January 2011 - March 2013
Principal Financial Group June 2004 - December 2010
Ames Tribune January 2001 - 2002
LCN June 1999 - June 2001
Skills
Data Warehousing, Data Modeling, Informatica, DB2, SQL, Consulting, Data Integration, Data Quality, Proactive Monitoring, Microsoft SQL Server, SharePoint, COBOL, Business Objects, Integration, Teradata, Performance Tuning, Master Data Management, SOA, Linux, JCL, Visio, Agile Project Management, SQL Tuning, Project Management, DBVisualizer, Software Solution Sales, Database Administration, Quality Center, CICS, Web Services, Change Management, Lean Transformation, Oracle SQL, AIX, PowerCenter, Unix Shell Scripting, IBM Tivoli, Database Design, Subversion, ESP, CRM, Object Oriented Design, Incident Management, SFTP, Offshoring, RUP Methodologies, VSAM, ACORD, Metadata Management, Change Impact Analysis
Education
Iowa State University 2000 — 2004
Bachelors, Management Information Systems and Management
Iowa State University - College of Business 2000 — 2004
B.S., MIS and Management
CIMBA 2003 — 2003
International Business Certificate, A
Princeton High School 1996 — 2000
High school diploma, Mathematics and Computer Science
Eccella Corporation March 2013 - Present
Aviva USA January 2011 - March 2013
Principal Financial Group June 2004 - December 2010
Ames Tribune January 2001 - 2002
LCN June 1999 - June 2001
Skills
Data Warehousing, Data Modeling, Informatica, DB2, SQL, Consulting, Data Integration, Data Quality, Proactive Monitoring, Microsoft SQL Server, SharePoint, COBOL, Business Objects, Integration, Teradata, Performance Tuning, Master Data Management, SOA, Linux, JCL, Visio, Agile Project Management, SQL Tuning, Project Management, DBVisualizer, Software Solution Sales, Database Administration, Quality Center, CICS, Web Services, Change Management, Lean Transformation, Oracle SQL, AIX, PowerCenter, Unix Shell Scripting, IBM Tivoli, Database Design, Subversion, ESP, CRM, Object Oriented Design, Incident Management, SFTP, Offshoring, RUP Methodologies, VSAM, ACORD, Metadata Management, Change Impact Analysis
Education
Iowa State University 2000 — 2004
Bachelors, Management Information Systems and Management
Iowa State University - College of Business 2000 — 2004
B.S., MIS and Management
CIMBA 2003 — 2003
International Business Certificate, A
Princeton High School 1996 — 2000
High school diploma, Mathematics and Computer Science
Angela Butler's Principal Financial Group Experience May 2010 - December 2010
Job Tax Associate at Mariner Consulting
Industry Financial Services
Experience
Mariner Consulting October 2014 - Present
Financial Planning Resources, Inc. February 2011 - October 2014
Principal Financial Group May 2010 - December 2010
Da/Pro Rubber September 2008 - May 2010
MetLife Financial Services April 2002 - August 2008
Skills
Insurance, Strategic Financial..., Retirement, Fixed Annuities, Mutual Funds, Health Insurance, Customer Service, Finance, Underwriting, Sales, Process Improvement, Investments, Accounting, Financial Services
Education
Texas A&M University-Commerce 2014 — 2016
Master's Degree, Accounting
College for Financial Planning 2012 — 2013
Fundamentals of Financial Planning Certificate, Financial Planning and Services
Oklahoma State University 2001 — 2003
Bachelor of Arts, Journalism and Broadcasting
Mariner Consulting October 2014 - Present
Financial Planning Resources, Inc. February 2011 - October 2014
Principal Financial Group May 2010 - December 2010
Da/Pro Rubber September 2008 - May 2010
MetLife Financial Services April 2002 - August 2008
Skills
Insurance, Strategic Financial..., Retirement, Fixed Annuities, Mutual Funds, Health Insurance, Customer Service, Finance, Underwriting, Sales, Process Improvement, Investments, Accounting, Financial Services
Education
Texas A&M University-Commerce 2014 — 2016
Master's Degree, Accounting
College for Financial Planning 2012 — 2013
Fundamentals of Financial Planning Certificate, Financial Planning and Services
Oklahoma State University 2001 — 2003
Bachelor of Arts, Journalism and Broadcasting
Allison Worthey Allison Worthey's Principal Financial Group Experience September 1999 - February 2003
Job Administrative Assistant at Fllc
Industry Accounting
Experience
Fllc September 2010 - September 2014
Walthall, Sachs and Pipes. August 2009 - August 2010
Kinetic Concepts March 2003 - August 2009
Principal Financial Group September 1999 - February 2003
Skills
Microsoft Office, Microsoft Excel, Customer Service, Microsoft Word, PowerPoint, Outlook, Management, Budgets, Research, Accounting
Education
Texas State University 1992 — 1995
Communication, General
Cisco College 1990 — 1992
Associate of Arts (A.A.), Business/Corporate Communications
Fllc September 2010 - September 2014
Walthall, Sachs and Pipes. August 2009 - August 2010
Kinetic Concepts March 2003 - August 2009
Principal Financial Group September 1999 - February 2003
Skills
Microsoft Office, Microsoft Excel, Customer Service, Microsoft Word, PowerPoint, Outlook, Management, Budgets, Research, Accounting
Education
Texas State University 1992 — 1995
Communication, General
Cisco College 1990 — 1992
Associate of Arts (A.A.), Business/Corporate Communications
Danielle Howard, CFP® / Financial Life Planner's Principal Financial Group Experience January 1991 - May 2001
Job Owner at Wealth By Design, LLC
Industry Financial Services
Experience
Wealth By Design, LLC June 2013 - Present
Wealth By Design, LLC February 2012 - Present
Cambridge Investment Research February 2009 - Present
Lighthouse Financial group, LLC January 2007 - March 2014
Howard Financial Resources December 1991 - April 2013
Financial Network Investment Corporation, Member SIPC January 2007 - February 2009
ING Financial Partners May 2001 - January 2007
Principal Financial Group January 1991 - May 2001
Skills
Strategic Financial..., Wealth Management, Investments, Financial Advisory, Financial Planners, Holistic Health, Retirement Planning, Series 7, IRAs, Asset Managment, I help you create an..., Facilitate small group..., Walk clients through a..., Help you gain clairty..., Filter through..., Help clients create..., Educate and assist..., Work with a team to..., Discern the proper...
Education
Colorado State University 1980 — 1984
BA, Business
Money Quotient Financial Life Planning
Holistic Financial Life Planning
College for Financial Planning
Certified Financial Planner™ professional, Comprehensive financial planning
Wealth By Design, LLC June 2013 - Present
Wealth By Design, LLC February 2012 - Present
Cambridge Investment Research February 2009 - Present
Lighthouse Financial group, LLC January 2007 - March 2014
Howard Financial Resources December 1991 - April 2013
Financial Network Investment Corporation, Member SIPC January 2007 - February 2009
ING Financial Partners May 2001 - January 2007
Principal Financial Group January 1991 - May 2001
Skills
Strategic Financial..., Wealth Management, Investments, Financial Advisory, Financial Planners, Holistic Health, Retirement Planning, Series 7, IRAs, Asset Managment, I help you create an..., Facilitate small group..., Walk clients through a..., Help you gain clairty..., Filter through..., Help clients create..., Educate and assist..., Work with a team to..., Discern the proper...
Education
Colorado State University 1980 — 1984
BA, Business
Money Quotient Financial Life Planning
Holistic Financial Life Planning
College for Financial Planning
Certified Financial Planner™ professional, Comprehensive financial planning
Andrew Fober, CFP Andrew Fober, CFP's Principal Financial Group Experience 2001 - 2007
Job Financial Advisor at Fober, Arensdorf and Associates
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. July 2007 - Present
Principal Financial Group 2001 - 2007
Education
College for Financial Planning 2011 — 2012
CFP, Certified Financial Planner
University of Nebraska at Kearney 1998 — 2001
Bachelor of Arts (BA), Management Information Systems, General
University of South Carolina-Columbia 1997 — 1998
University of Northern Iowa 1996 — 1997
Ameriprise Financial Services, Inc. July 2007 - Present
Principal Financial Group 2001 - 2007
Education
College for Financial Planning 2011 — 2012
CFP, Certified Financial Planner
University of Nebraska at Kearney 1998 — 2001
Bachelor of Arts (BA), Management Information Systems, General
University of South Carolina-Columbia 1997 — 1998
University of Northern Iowa 1996 — 1997
Addison Young Addison Young's Principal Financial Group Experience September 2008 - October 2010
Job Ambitious Professional With Diversified Skills
Industry Commercial Real Estate
Experience
Avalon Communities / L.P.C. October 2010 - Present
Principal Financial Group September 2008 - October 2010
Interac (Japan) April 2006 - March 2008
Education
Coe College 2000 — 2004
Bachelor of Arts (B.A.), Business Administration and Management, General
Eric Heintz Black Belt Academy 1987 — 1999
Tae Kwon Do, Black Belt
Avalon Communities / L.P.C. October 2010 - Present
Principal Financial Group September 2008 - October 2010
Interac (Japan) April 2006 - March 2008
Education
Coe College 2000 — 2004
Bachelor of Arts (B.A.), Business Administration and Management, General
Eric Heintz Black Belt Academy 1987 — 1999
Tae Kwon Do, Black Belt
Kyle Kraus, CFP®'s Principal Financial Group Experience November 2013 - March 2015
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors April 2015 - Present
Peoria Chamber of Commerce September 2014 - Present
Principal Financial Group November 2013 - March 2015
Schwab Private Client Investment Advisory March 2011 - November 2013
Charles Schwab September 2008 - March 2011
Brandes Investment Partners April 2001 - July 2006
TD Waterhouse July 1999 - April 2001
Education
College for Financial Planning 2011 — 2011
AAMS, Accredited Asset Management Specialist
Point Loma Nazarene University 2003 — 2006
MBA, Business, Leadership
Southern Methodist University 1989 — 1993
BS, Economics w/ Finance Applications
LJHS
Wells Fargo Advisors April 2015 - Present
Peoria Chamber of Commerce September 2014 - Present
Principal Financial Group November 2013 - March 2015
Schwab Private Client Investment Advisory March 2011 - November 2013
Charles Schwab September 2008 - March 2011
Brandes Investment Partners April 2001 - July 2006
TD Waterhouse July 1999 - April 2001
Education
College for Financial Planning 2011 — 2011
AAMS, Accredited Asset Management Specialist
Point Loma Nazarene University 2003 — 2006
MBA, Business, Leadership
Southern Methodist University 1989 — 1993
BS, Economics w/ Finance Applications
LJHS
Sharon Lehto Sharon Lehto's Principal Financial Group Experience 2006 - October 2012
Job Clinical Coordinator
Industry Medical Practice
Experience
Cleveland Clinic September 2014 - Present
Cleveland Clinic January 2013 - Present
Principal Financial Group 2006 - October 2012
Skills
Retirement Planning, Disability Insurance, Estate Planning, 401k, Investments, Financial Planning, Retirement, Life Insurance, Finance, Employee Benefits, Strategic Financial..., Qualified Retirement..., Insurance, Term Life Insurance, Financial Services, Long-term Care, Personal Finance, Small Business, Series 7, IRAs, Whole Life, Business, Wealth, Management, Financial Advisory, Income Protection, Investment Management, Wealth Accumulation, Financial Analysis, Fixed Annuities
Education
Case Western Reserve University - Weatherhead School of Management 2000 — 2002
MBA, Health Systems Management, Marketing
Cleveland State University 1991 — 1994
Bachelor of Science, Physical Therapy/Therapist
Cleveland Clinic September 2014 - Present
Cleveland Clinic January 2013 - Present
Principal Financial Group 2006 - October 2012
Skills
Retirement Planning, Disability Insurance, Estate Planning, 401k, Investments, Financial Planning, Retirement, Life Insurance, Finance, Employee Benefits, Strategic Financial..., Qualified Retirement..., Insurance, Term Life Insurance, Financial Services, Long-term Care, Personal Finance, Small Business, Series 7, IRAs, Whole Life, Business, Wealth, Management, Financial Advisory, Income Protection, Investment Management, Wealth Accumulation, Financial Analysis, Fixed Annuities
Education
Case Western Reserve University - Weatherhead School of Management 2000 — 2002
MBA, Health Systems Management, Marketing
Cleveland State University 1991 — 1994
Bachelor of Science, Physical Therapy/Therapist
Christopher Oster Christopher Oster's Principal Financial Group Experience 2011 - 2011
Job Casino Executive Table Games, Operations, & Player Development
Industry Gambling & Casinos
Experience
Peppermill Resort Spa Casino 2015 - Present
Atlantis Casino Resort Spa 2015 - 2015
Graton Resort & Casino 2013 - 2015
... 2003 - 2015
Atlantis Casino Resort Spa 2013 - 2013
USC Alumni Association 2012 - 2013
USC Alumni Club of Sacramento, Nothern California 2010 - 2013
The Leukemia & Lymphoma Society 2005 - 2013
Red Hawk Casino 2012 - 2012
Principal Financial Group 2011 - 2011
Skills
Investments, Financial Services, Insurance, Mutual Funds, Financial Analysis, Series 7, Public Speaking, Strategic Financial..., Fundraising, Estate Planning, Retirement, Employee Benefits, Project Management, Social Media, Portfolio Management, Wealth Management, Retirement Planning, Team Leadership, Business Strategy, Hospitality Management, Marketing Strategy, Asset Allocation, Financial Modeling, Casino, Gaming Industry, Database Marketing, Data Analysis, VIP, High Net Worth..., New Business Development, Sales Prospecting, Relationship Management, Sales Management, Advertising, Business Development, Business Analysis, Marketing Research, Management Consulting, Strategic Consulting, Process Consulting, 401k, Asset Managment, Cash Management, Tax-advantaged..., Alternative Investments, Product Marketing, Business Communications, Sales Presentations, Risk Management, Financial Planning
Education
University of California, Los Angeles - The Anderson School of Management 2008 — 2011
Certificate, PFP, Certified Financial Planner (CFP®) prerequisite program, 3.63
University of Southern California - Marshall School of Business 1999 — 2001
B.S., MAJOR - Business Administration, Finance & Marketing. MINOR - Film Production, 3.48
Clarkson University 1996 — 1999
N.A., Engineering (undeclared), 3.94
Liverpool High School 1992 — 1996
Honors, 98.6
Peppermill Resort Spa Casino 2015 - Present
Atlantis Casino Resort Spa 2015 - 2015
Graton Resort & Casino 2013 - 2015
... 2003 - 2015
Atlantis Casino Resort Spa 2013 - 2013
USC Alumni Association 2012 - 2013
USC Alumni Club of Sacramento, Nothern California 2010 - 2013
The Leukemia & Lymphoma Society 2005 - 2013
Red Hawk Casino 2012 - 2012
Principal Financial Group 2011 - 2011
Skills
Investments, Financial Services, Insurance, Mutual Funds, Financial Analysis, Series 7, Public Speaking, Strategic Financial..., Fundraising, Estate Planning, Retirement, Employee Benefits, Project Management, Social Media, Portfolio Management, Wealth Management, Retirement Planning, Team Leadership, Business Strategy, Hospitality Management, Marketing Strategy, Asset Allocation, Financial Modeling, Casino, Gaming Industry, Database Marketing, Data Analysis, VIP, High Net Worth..., New Business Development, Sales Prospecting, Relationship Management, Sales Management, Advertising, Business Development, Business Analysis, Marketing Research, Management Consulting, Strategic Consulting, Process Consulting, 401k, Asset Managment, Cash Management, Tax-advantaged..., Alternative Investments, Product Marketing, Business Communications, Sales Presentations, Risk Management, Financial Planning
Education
University of California, Los Angeles - The Anderson School of Management 2008 — 2011
Certificate, PFP, Certified Financial Planner (CFP®) prerequisite program, 3.63
University of Southern California - Marshall School of Business 1999 — 2001
B.S., MAJOR - Business Administration, Finance & Marketing. MINOR - Film Production, 3.48
Clarkson University 1996 — 1999
N.A., Engineering (undeclared), 3.94
Liverpool High School 1992 — 1996
Honors, 98.6
Conor Eastman's Principal Financial Group Experience June 2009 - April 2014
Job Retirement Plans Subject Matter Expert
Industry Financial Services
Experience
Edward Jones April 2014 - Present
Principal Financial Group June 2009 - April 2014
Principal Financial Group April 2006 - July 2009
Tarbell & Co. PLC January 2006 - April 2006
Skills
Financial Services
Education
College for Financial Planning
Chartered Retirement Plans Specialist(SM) Designation
Kansas State University 2008 — 2009
Financial planning certification, Family Financial Planning
Sterling College 2002 — 2006
BS, Business Administration
Edward Jones April 2014 - Present
Principal Financial Group June 2009 - April 2014
Principal Financial Group April 2006 - July 2009
Tarbell & Co. PLC January 2006 - April 2006
Skills
Financial Services
Education
College for Financial Planning
Chartered Retirement Plans Specialist(SM) Designation
Kansas State University 2008 — 2009
Financial planning certification, Family Financial Planning
Sterling College 2002 — 2006
BS, Business Administration
Jerome Sanders Jerome Sanders's Principal Financial Group Experience October 2011 - December 2014
Job Princor Registered Representative at PRINCOR FINANCIAL SERVICES Corp
Industry Financial Services
Experience
PRINCOR FINANCIAL SERVICES Corp January 2015 - Present
Principal Financial Group October 2011 - December 2014
Ciba March 1979 - March 2011
Skills
401k, Series 6, Mutual Funds, Asset Allocation, 403 b, SEP & Simple IRAs, Disability Income..., Annuities (Variable &..., Business Continuation..., Business Overhead..., Buy-Sell Agreements, Charitable Giving, College Funding..., Deferred Compensation..., Dental Insurance, Estate Planning, Exceutive Benefits..., Financial Needs Analysis, Income Protection, IRAs (Traditional &..., Key Person Insurance, Long-Term Care Insurance, Pension Plans, Series 63, Split Dollar Plans, Survivor Income, Tax-Deferred Savings, Term Life Insurance, Universal Life Insurance, Wealth Accumulation, Whole Life Insurance, Wellness Programs, Series 7
Education
University of South Alabama 1993 — 1999
MBA, Finance
Clark Atlanta University 1976 — 1978
MS, Chemistry
Tuskegee University 1972 — 1976
BS, Chemistry
PRINCOR FINANCIAL SERVICES Corp January 2015 - Present
Principal Financial Group October 2011 - December 2014
Ciba March 1979 - March 2011
Skills
401k, Series 6, Mutual Funds, Asset Allocation, 403 b, SEP & Simple IRAs, Disability Income..., Annuities (Variable &..., Business Continuation..., Business Overhead..., Buy-Sell Agreements, Charitable Giving, College Funding..., Deferred Compensation..., Dental Insurance, Estate Planning, Exceutive Benefits..., Financial Needs Analysis, Income Protection, IRAs (Traditional &..., Key Person Insurance, Long-Term Care Insurance, Pension Plans, Series 63, Split Dollar Plans, Survivor Income, Tax-Deferred Savings, Term Life Insurance, Universal Life Insurance, Wealth Accumulation, Whole Life Insurance, Wellness Programs, Series 7
Education
University of South Alabama 1993 — 1999
MBA, Finance
Clark Atlanta University 1976 — 1978
MS, Chemistry
Tuskegee University 1972 — 1976
BS, Chemistry
Corey Anderson's Principal Financial Group Experience June 2015 - Present
Job 2016 MBA Candidate, Iowa State University College of Business
Industry Investment Management
Experience
Principal Financial Group June 2015 - Present
Rolls-Royce May 2014 - August 2014
The Baker Group May 2013 - April 2014
The Baker Group May 2012 - August 2012
Skills
Research, Public Speaking, Microsoft Office, PowerPoint, Teaching, Microsoft Word, Microsoft Excel, Fundraising, Community Outreach, Nonprofits, Volunteer Management, Program Development, Event Planning, Customer Service, Social Media, Sustainability, Leadership Development, Project Management, Strategic Planning, Matlab, Solidworks, Engineering
Education
Iowa State University 2014 — 2016
Master of Business Administration (MBA), Business Administration and Management, General, 4.0/4.0
Iowa State University 2011 — 2016
Bachelor of Science (B.S.), Mechanical Engineering, 3.74/4.00
CIMBA 2015 — 2015
Principal Financial Group June 2015 - Present
Rolls-Royce May 2014 - August 2014
The Baker Group May 2013 - April 2014
The Baker Group May 2012 - August 2012
Skills
Research, Public Speaking, Microsoft Office, PowerPoint, Teaching, Microsoft Word, Microsoft Excel, Fundraising, Community Outreach, Nonprofits, Volunteer Management, Program Development, Event Planning, Customer Service, Social Media, Sustainability, Leadership Development, Project Management, Strategic Planning, Matlab, Solidworks, Engineering
Education
Iowa State University 2014 — 2016
Master of Business Administration (MBA), Business Administration and Management, General, 4.0/4.0
Iowa State University 2011 — 2016
Bachelor of Science (B.S.), Mechanical Engineering, 3.74/4.00
CIMBA 2015 — 2015
William Ardis William Ardis's Principal Financial Group Experience August 2014 - Present
Job Financial Representative / Princor Registered Representative at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group August 2014 - Present
Ardis Financial Services LLC December 2013 - Present
Anchor Home Mortgage August 2010 - November 2013
American Mortgage Advisors Corp August 2008 - August 2010
Bank of America February 2003 - May 2008
Skills
401K, 403B, SEP &..., Annuities (Variable &..., Asset Allocation, Business Continuation..., Business Overhead..., Buy-Sell Review, Buy-Sell Agreements, College Funding..., Deferred Comp Plans, Disability Insurance, Dental Insurance, Estate Planning, Executive Benefits..., Financial Needs Analysis, Income Protection, Indexed Universal Life..., Informal Business..., IRAs (Traditional &..., Key Person Insurance, Long-Term Care, Mutual Funds, Pension Plans, Salary Continuation, Split Dollar Plans, Supplemental Retirement..., Survivor Income, Tax-Deferred Savings, Term Life Insurance, Universal Life Insurance, Wealth Accumulation, Whole Life Insurance
Education
University of South Carolina-Columbia 1998 — 2001
Bachelor of Science (BS), Sport Administration/Management/Finance
College of Charleston 1997 — 1997
Francis Marion University 1995 — 1996
Richland Northeast High School 1991 — 1994
Principal Financial Group August 2014 - Present
Ardis Financial Services LLC December 2013 - Present
Anchor Home Mortgage August 2010 - November 2013
American Mortgage Advisors Corp August 2008 - August 2010
Bank of America February 2003 - May 2008
Skills
401K, 403B, SEP &..., Annuities (Variable &..., Asset Allocation, Business Continuation..., Business Overhead..., Buy-Sell Review, Buy-Sell Agreements, College Funding..., Deferred Comp Plans, Disability Insurance, Dental Insurance, Estate Planning, Executive Benefits..., Financial Needs Analysis, Income Protection, Indexed Universal Life..., Informal Business..., IRAs (Traditional &..., Key Person Insurance, Long-Term Care, Mutual Funds, Pension Plans, Salary Continuation, Split Dollar Plans, Supplemental Retirement..., Survivor Income, Tax-Deferred Savings, Term Life Insurance, Universal Life Insurance, Wealth Accumulation, Whole Life Insurance
Education
University of South Carolina-Columbia 1998 — 2001
Bachelor of Science (BS), Sport Administration/Management/Finance
College of Charleston 1997 — 1997
Francis Marion University 1995 — 1996
Richland Northeast High School 1991 — 1994
Alicia Minella Alicia Minella's Principal Financial Group Experience July 2015 - Present
Job IT Business Analyst at Principal Financial Group
Industry Information Technology and Services
Experience
Principal Financial Group July 2015 - Present
Principal Financial Group May 2014 - August 2014
Mercer June 2013 - August 2013
Sunsations June 2012 - August 2012
Skills
Research, Team Leadership, Teamwork, Data Analysis, Learning Quickly, Applied Mathematics, Programming Languages, Social Media, Social Networking, Building Relationships, Organizational..., PowerPoint, SPSS, Microsoft Office, Test Case Generation, Manual Test Execution, Java, HTML, Python
Education
Colgate University 2011 — 2015
Bachelor of Arts (BA), Computer Science/Mathematics
Unionville High School 2007 — 2011
High School Diploma
Principal Financial Group July 2015 - Present
Principal Financial Group May 2014 - August 2014
Mercer June 2013 - August 2013
Sunsations June 2012 - August 2012
Skills
Research, Team Leadership, Teamwork, Data Analysis, Learning Quickly, Applied Mathematics, Programming Languages, Social Media, Social Networking, Building Relationships, Organizational..., PowerPoint, SPSS, Microsoft Office, Test Case Generation, Manual Test Execution, Java, HTML, Python
Education
Colgate University 2011 — 2015
Bachelor of Arts (BA), Computer Science/Mathematics
Unionville High School 2007 — 2011
High School Diploma
Christopher Cubbage Christopher Cubbage's Principal Financial Group Experience June 1991 - Present
Job Vice PresidentSales at Principal Financial Group
Industry Investment Management
Experience
Principal Financial Group June 1991 - Present
Principal Global Investors June 1991 - Present
Education
Claremont McKenna College 1987 — 1991
Economics
West Linn High School 1984 — 1987
Principal Financial Group June 1991 - Present
Principal Global Investors June 1991 - Present
Education
Claremont McKenna College 1987 — 1991
Economics
West Linn High School 1984 — 1987
Ben Reece, CRPS, CFS Ben Reece, CRPS, CFS's Principal Financial Group Experience July 2011 - February 2015
Job Regional Sales Director at OneAmerica Financial Partners
Industry Financial Services
Experience
OneAmerica Financial Partners Inc. February 2015 - Present
Principal Financial Group July 2011 - February 2015
Principal Financial Group August 2007 - May 2011
LPL Financial March 2006 - August 2007
Biras Creek Resort Ltd September 2003 - October 2005
Ameriprise Financial Services, Inc. May 2002 - August 2003
Skills
401k, 403b, Sep-Simple..., 401k, Retirement Planning, Series 7, Retirement, IRAs, Series 63, Series 6, Uniform Combined State..., Asset Allocation, Retirement Plan..., Mutual Funds, Defined Benefit, Wealth Management, FINRA, Pensions, Investments
Education
Radford University - College of Business and Economics 1998 — 2002
Bachelor of Business Administration, Finance
College for Financial Planning 2012 — 2012
CRPS-Certified Retirement Plan Specialist, CFS-Certified Fund Specialist
OneAmerica Financial Partners Inc. February 2015 - Present
Principal Financial Group July 2011 - February 2015
Principal Financial Group August 2007 - May 2011
LPL Financial March 2006 - August 2007
Biras Creek Resort Ltd September 2003 - October 2005
Ameriprise Financial Services, Inc. May 2002 - August 2003
Skills
401k, 403b, Sep-Simple..., 401k, Retirement Planning, Series 7, Retirement, IRAs, Series 63, Series 6, Uniform Combined State..., Asset Allocation, Retirement Plan..., Mutual Funds, Defined Benefit, Wealth Management, FINRA, Pensions, Investments
Education
Radford University - College of Business and Economics 1998 — 2002
Bachelor of Business Administration, Finance
College for Financial Planning 2012 — 2012
CRPS-Certified Retirement Plan Specialist, CFS-Certified Fund Specialist
Wendy Schmidt Wendy Schmidt's Principal Financial Group Experience August 2011 - Present
Job ESOP Consultant at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group August 2011 - Present
J.P. Morgan, Private Wealth Management July 2005 - October 2010
Precision Marketing Partners, LLC October 2004 - May 2005
Thrivent Financial for Lutherans September 1977 - March 2004
AAL Capital Management Corporation January 1987 - October 2000
Skills
Customer Service, Event Planning, Problem Solving, Research, Administration, Leadership, Management, Marketing, Organizational..., Program Management, Strategy, System Administration, Training, Team Building, Public Speaking
Education
Marian University 1994 — 1998
BBA, Business Administration
College for Financial Planning
Registered Paraplanner
Department of Workforce Development
Lean Overview
UW - Madison Management Institute
Management
Principal Financial Group August 2011 - Present
J.P. Morgan, Private Wealth Management July 2005 - October 2010
Precision Marketing Partners, LLC October 2004 - May 2005
Thrivent Financial for Lutherans September 1977 - March 2004
AAL Capital Management Corporation January 1987 - October 2000
Skills
Customer Service, Event Planning, Problem Solving, Research, Administration, Leadership, Management, Marketing, Organizational..., Program Management, Strategy, System Administration, Training, Team Building, Public Speaking
Education
Marian University 1994 — 1998
BBA, Business Administration
College for Financial Planning
Registered Paraplanner
Department of Workforce Development
Lean Overview
UW - Madison Management Institute
Management
Stacey Nay's Principal Financial Group Experience May 2005 - January 2008
Job Office Manager at Silent Rivers, Inc.
Industry Nonprofit Organization Management
Experience
Silent Rivers, Inc. November 2014 - Present
Iowa Hospital Association January 2008 - January 2014
Hospice and Palliative Care Association of Iowa January 2008 - January 2014
Principal Financial Group May 2005 - January 2008
American Judicature Society January 2004 - May 2005
Iowa Association of School Boards August 1997 - January 2004
Drake University March 1993 - August 1997
Skills
relationship building, Meeting Planning, Non-profits, Event Planning, Fundraising, Event Management, Program Development, Social Media, Budgets, Strategic Planning, Healthcare, Community Outreach, Marketing, Microsoft Office, Volunteer Management, Customer Service, Grant Writing, Building Relationships, Marketing Communications, Newsletters, Nonprofits, Leadership Development, Staff Development, Social Networking, Research, Training, Leadership, Social Media Marketing
Education
Coe College 1987 — 1991
BA, Political Science & English
Drake University
Silent Rivers, Inc. November 2014 - Present
Iowa Hospital Association January 2008 - January 2014
Hospice and Palliative Care Association of Iowa January 2008 - January 2014
Principal Financial Group May 2005 - January 2008
American Judicature Society January 2004 - May 2005
Iowa Association of School Boards August 1997 - January 2004
Drake University March 1993 - August 1997
Skills
relationship building, Meeting Planning, Non-profits, Event Planning, Fundraising, Event Management, Program Development, Social Media, Budgets, Strategic Planning, Healthcare, Community Outreach, Marketing, Microsoft Office, Volunteer Management, Customer Service, Grant Writing, Building Relationships, Marketing Communications, Newsletters, Nonprofits, Leadership Development, Staff Development, Social Networking, Research, Training, Leadership, Social Media Marketing
Education
Coe College 1987 — 1991
BA, Political Science & English
Drake University
Pat Turay Pat Turay's Principal Financial Group Experience July 1997 - July 1999
Job Indepedent Agent representing The Insurance Center
Industry Insurance
Experience
The Insurance Center July 1999 - Present
BNI 2005 - 2006
Principal Financial Group July 1997 - July 1999
Combined Insurance July 1994 - July 1997
Skills
Disability Insurance, Long-term Care, Health Insurance, Affordable Care Act, Federal Faciltated..., Employee Benefits, AFLAC, Medicare Supplement..., Heart/Stroke..., Cancer Insurance, Accident Insurance, Life Insurance
Education
Mount Senario College 1985 — 1989
BS, Business Administration
Cleveland State University 1983 — 1984
Kent State University 1981 — 1982
The Insurance Center July 1999 - Present
BNI 2005 - 2006
Principal Financial Group July 1997 - July 1999
Combined Insurance July 1994 - July 1997
Skills
Disability Insurance, Long-term Care, Health Insurance, Affordable Care Act, Federal Faciltated..., Employee Benefits, AFLAC, Medicare Supplement..., Heart/Stroke..., Cancer Insurance, Accident Insurance, Life Insurance
Education
Mount Senario College 1985 — 1989
BS, Business Administration
Cleveland State University 1983 — 1984
Kent State University 1981 — 1982
Russell Stewart's Principal Financial Group Experience September 2014 - Present
Job Principal and Owner at The Merrick Financial Group
Industry Financial Services
Experience
The Merrick Financial Group August 2015 - Present
Principal Financial Group September 2014 - Present
Primerica July 2011 - September 2014
Social Security Administration April 2009 - September 2014
Skills
Series 6, Series 63, 401k, Employee Benefits, Term Life Insurance, Mutual Funds, 403 (B), Annuities (Variable &..., SEP & Simple IRAs, Wealth Accumulation, Buy-sell Agreements, Asset Allocation, Business Continuation..., Business Overhead..., Buy-Sell Review, Charitable Giving, College Funding..., Deffered Compensation..., Dental Insurance, Disability Income..., Estate Planning, Executive Benefits..., Financial Needs Analysis, Income Protection, Informal Business..., IRAs (Traditional &..., Key Person Insurance, Long-Term Care insurance, Pension Plans, Salary Continuation, Split Dollar Plans, Supplemental Retirement..., Survivor Income, Tax-Deferred Savings, Universal Life Insurance, Wellness Programs
Education
Claflin University 2003 — 2007
Bachelor's Degree, Human Performance and Recreation
Lugoff-Elgin High School 1999 — 2003
The Merrick Financial Group August 2015 - Present
Principal Financial Group September 2014 - Present
Primerica July 2011 - September 2014
Social Security Administration April 2009 - September 2014
Skills
Series 6, Series 63, 401k, Employee Benefits, Term Life Insurance, Mutual Funds, 403 (B), Annuities (Variable &..., SEP & Simple IRAs, Wealth Accumulation, Buy-sell Agreements, Asset Allocation, Business Continuation..., Business Overhead..., Buy-Sell Review, Charitable Giving, College Funding..., Deffered Compensation..., Dental Insurance, Disability Income..., Estate Planning, Executive Benefits..., Financial Needs Analysis, Income Protection, Informal Business..., IRAs (Traditional &..., Key Person Insurance, Long-Term Care insurance, Pension Plans, Salary Continuation, Split Dollar Plans, Supplemental Retirement..., Survivor Income, Tax-Deferred Savings, Universal Life Insurance, Wellness Programs
Education
Claflin University 2003 — 2007
Bachelor's Degree, Human Performance and Recreation
Lugoff-Elgin High School 1999 — 2003
Carl R Hendrix II's Principal Financial Group Experience 2004 - Present
Job Retirement Plan Professional / Senior Account Executive
Industry Financial Services
Experience
Principal Financial Group 2004 - Present
National City Bank 1998 - 2004
Skills
Defined Contribution, Retirement, 401k, Financial Planning, 403b, Qualified Retirement..., Public Speaking, Retirement Planning, Relationship Management, Financial Services, Strategic Financial..., Pensions, Defined Benefit
Education
David Meyers 2000 — 2001
Completed the 5 CFP prerequisite classes
Cleveland State University
Bachelor of Business Administration (BBA), Concentration in Finance/Investments
Principal Financial Group 2004 - Present
National City Bank 1998 - 2004
Skills
Defined Contribution, Retirement, 401k, Financial Planning, 403b, Qualified Retirement..., Public Speaking, Retirement Planning, Relationship Management, Financial Services, Strategic Financial..., Pensions, Defined Benefit
Education
David Meyers 2000 — 2001
Completed the 5 CFP prerequisite classes
Cleveland State University
Bachelor of Business Administration (BBA), Concentration in Finance/Investments
Jeff Pullen Jeff Pullen's Principal Financial Group Experience May 2014 - August 2014
Job Student at Clemson University and Staff Accountant at Financial Strategy Consulting Company
Industry Accounting
Experience
Financial Strategy Consulting Company July 2015 - Present
Lorenz and Jones April 2015 - June 2015
KPMG US January 2015 - March 2015
Clemson University August 2013 - December 2014
Principal Financial Group May 2014 - August 2014
Dice December 2013 - January 2014
Northwestern Mutual May 2013 - August 2013
Skills
Work Effectively, Highly personable, Microsoft Excel, Team Leadership, Leadership, Analysis, Accounting, Reasoning Skills, Finance, Teamwork, Financial Analysis, Data Analysis, Analytic Thinking, Collaborative Problem..., Access, Corporate Tax, Public Speaking
Education
Clemson University 2015 — 2016
Masters of Accountancy, Accounting
Clemson University 2012 — 2015
Bachelor of Science (B.S.), Accounting
Financial Strategy Consulting Company July 2015 - Present
Lorenz and Jones April 2015 - June 2015
KPMG US January 2015 - March 2015
Clemson University August 2013 - December 2014
Principal Financial Group May 2014 - August 2014
Dice December 2013 - January 2014
Northwestern Mutual May 2013 - August 2013
Skills
Work Effectively, Highly personable, Microsoft Excel, Team Leadership, Leadership, Analysis, Accounting, Reasoning Skills, Finance, Teamwork, Financial Analysis, Data Analysis, Analytic Thinking, Collaborative Problem..., Access, Corporate Tax, Public Speaking
Education
Clemson University 2015 — 2016
Masters of Accountancy, Accounting
Clemson University 2012 — 2015
Bachelor of Science (B.S.), Accounting
Kiley Billiet's Principal Financial Group Experience April 2015 - Present
Job Yoga Instructor at Ascent Physical Theraphy
Industry Public Relations and Communications
Experience
Empower Retirement August 2015 - Present
Ascent Therapy Clinics July 2015 - Present
Principal Financial Group April 2015 - Present
Principal Financial Group February 2014 - Present
Power Life Yoga April 2015 - July 2015
Lincoln Park Zoo March 2013 - June 2013
Lettuce Entertain You Restaurants September 2012 - April 2013
Oneota Golf and Country Club March 2005 - August 2011
Skills
Microsoft Word, PowerPoint, Microsoft Office, Microsoft Excel, Mac OS, Safari, Internet Explorer, Apple, Organization, Public Speaking, Communication, Outlook, Vocus, Public Relations, Fundraising, Social Media, Customer Service, Market Planning, Event Planning, Press Releases, Writing, Retail, Marketing Research, Advertising, Leadership
Education
DePaul University 2011 — 2013
Bachelor of Arts (B.A.), Communication Studies
CIMBA 2011 — 2011
Communication Studies, International Business
University of Iowa 2009 — 2011
Bachelor of Arts (B.A.), Communication Studies
Empower Retirement August 2015 - Present
Ascent Therapy Clinics July 2015 - Present
Principal Financial Group April 2015 - Present
Principal Financial Group February 2014 - Present
Power Life Yoga April 2015 - July 2015
Lincoln Park Zoo March 2013 - June 2013
Lettuce Entertain You Restaurants September 2012 - April 2013
Oneota Golf and Country Club March 2005 - August 2011
Skills
Microsoft Word, PowerPoint, Microsoft Office, Microsoft Excel, Mac OS, Safari, Internet Explorer, Apple, Organization, Public Speaking, Communication, Outlook, Vocus, Public Relations, Fundraising, Social Media, Customer Service, Market Planning, Event Planning, Press Releases, Writing, Retail, Marketing Research, Advertising, Leadership
Education
DePaul University 2011 — 2013
Bachelor of Arts (B.A.), Communication Studies
CIMBA 2011 — 2011
Communication Studies, International Business
University of Iowa 2009 — 2011
Bachelor of Arts (B.A.), Communication Studies
Debra Kushon Debra Kushon's Principal Financial Group Experience January 2008 - Present
Job Senior Account Executive at Principal Financial Group
Industry Insurance
Experience
Principal Financial Group January 2008 - Present
Standard Insurance 2005 - 2007
Veterinary Pet Insurance September 2003 - February 2005
Skills
Employee Benefits, Health Insurance, Disability Insurance, Insurance, Underwriting, Leadership, Life Insurance, Health Savings Accounts, Customer Service, Account Management
Education
Chapman University 1999 — 2003
Bachelors, Business Administration
Principal Financial Group January 2008 - Present
Standard Insurance 2005 - 2007
Veterinary Pet Insurance September 2003 - February 2005
Skills
Employee Benefits, Health Insurance, Disability Insurance, Insurance, Underwriting, Leadership, Life Insurance, Health Savings Accounts, Customer Service, Account Management
Education
Chapman University 1999 — 2003
Bachelors, Business Administration
Don Weitzel Don Weitzel's Principal Financial Group Experience 1986 - Present
Job Managing Director, Principal Financial Group
Industry Insurance
Experience
Principal Financial Group 1986 - Present
Skills
Series 7, Series 66, Pension Plans, 401k, 403 b, IRAs, Business Continuation..., Informal Business..., Buy Sell Review, Buy Sell Agreements, Executive Benefit..., Key Person Insurance, Business Overhead...
Education
Chadron State College 1980 — 1984
Bachelor's degree, Accounting and Business/Management
Principal Financial Group 1986 - Present
Skills
Series 7, Series 66, Pension Plans, 401k, 403 b, IRAs, Business Continuation..., Informal Business..., Buy Sell Review, Buy Sell Agreements, Executive Benefit..., Key Person Insurance, Business Overhead...
Education
Chadron State College 1980 — 1984
Bachelor's degree, Accounting and Business/Management
Kara Koch Kara Koch's Principal Financial Group Experience
Job Retirement Plan Professional/Relationship Manager for the Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group
Skills
401k, Pension Plans, 403 b, Defined Benefit, Executive Benefit..., Deferred Compensation
Education
Coe College
Business Administration & Psychology
Principal Financial Group
Skills
401k, Pension Plans, 403 b, Defined Benefit, Executive Benefit..., Deferred Compensation
Education
Coe College
Business Administration & Psychology
Landis T. Wiley Landis T. Wiley's Principal Financial Group Experience 2011 - Present
Job Financial Services Representative/Princor Registered Representative/Financial Advisor
Industry Financial Services
Experience
Principal Financial Group 2011 - Present
RefLink Web Solutions 2005 - 2013
Professional Soccer Referees Association 2009 - 2012
Professional Soccer Official 1998 - 2012
Kirkwood Community College 2009 - 2011
College Community School District 2007 - 2009
Skills
Estate Planning, Asset Allocation, Retirement Planning, Mutual Funds, Wealth Accumulation, Executive Benefit..., Tax Deferred Savings, Buy-sell Agreements, Long Term Care Insurance, 401(k), 403(b), SEP &..., Universal Life Insurance, Term Life Insurance, Deferred Compensation...
Education
University of Iowa 2011 — 2016
MBA, Finance & Accounting
Coe College 2005 — 2007
Bachelor of Arts, Business Administration
Principal Financial Group 2011 - Present
RefLink Web Solutions 2005 - 2013
Professional Soccer Referees Association 2009 - 2012
Professional Soccer Official 1998 - 2012
Kirkwood Community College 2009 - 2011
College Community School District 2007 - 2009
Skills
Estate Planning, Asset Allocation, Retirement Planning, Mutual Funds, Wealth Accumulation, Executive Benefit..., Tax Deferred Savings, Buy-sell Agreements, Long Term Care Insurance, 401(k), 403(b), SEP &..., Universal Life Insurance, Term Life Insurance, Deferred Compensation...
Education
University of Iowa 2011 — 2016
MBA, Finance & Accounting
Coe College 2005 — 2007
Bachelor of Arts, Business Administration
Joseph Weber, CFS AAMS® Joseph Weber, CFS AAMS®'s Principal Financial Group Experience 2008 - 2015
Job President Wealth Management Services
Industry Financial Services
Experience
Integrated Financial Solutions, PLLC 2008 - Present
GET Phoenix Young Professionals January 2014 - Present
Principal Financial Group 2008 - 2015
The Dollarhide Financial Group, LLC May 2005 - June 2008
MassMutual Financial Group 2005 - 2008
C.W. Barsness, CPA 2000 - 2005
Skills
Wealth Management, Retirement Plan..., Retirement Planning, Portfolio Management, Strategic Financial..., Financial Planning, Retirement, Investments, Asset Allocation, Asset Managment, Insurance, Financial Services, Pensions, Asset Management, 401k, Financial Advisory, Mutual Funds, Series 7, Finance, Employee Benefits
Education
National Association of Plan Advisors
Qualified Plan Financial Consultant
College for Financial Planning
Accredited Asset Management Specialist (AAMS)
Institute for Business and Finance
Certified Funds Specialists
Integrated Financial Solutions, PLLC 2008 - Present
GET Phoenix Young Professionals January 2014 - Present
Principal Financial Group 2008 - 2015
The Dollarhide Financial Group, LLC May 2005 - June 2008
MassMutual Financial Group 2005 - 2008
C.W. Barsness, CPA 2000 - 2005
Skills
Wealth Management, Retirement Plan..., Retirement Planning, Portfolio Management, Strategic Financial..., Financial Planning, Retirement, Investments, Asset Allocation, Asset Managment, Insurance, Financial Services, Pensions, Asset Management, 401k, Financial Advisory, Mutual Funds, Series 7, Finance, Employee Benefits
Education
National Association of Plan Advisors
Qualified Plan Financial Consultant
College for Financial Planning
Accredited Asset Management Specialist (AAMS)
Institute for Business and Finance
Certified Funds Specialists
Page Pittman, CFP® CRPS® Page Pittman, CFP® CRPS®'s Principal Financial Group Experience November 2013 - Present
Job Retirement Income Specialist | IRA | Social Security Expert | Wealth Investment Manager | Retirement Plan Specialist |
Industry Financial Services
Experience
Principal Financial Group November 2013 - Present
Ameriprise Financial Services, Inc. June 2009 - November 2013
Suncoast Ford September 2007 - August 2008
AutoNation July 2002 - September 2007
Skills
Social Security, Insurance, Strategic Financial..., Sales Management, Team Building, Management, Investments, Finance, Leadership, Business Planning, Retail, Pensions, Strategy, Sales, Estate Planning, Succession Planning, Disability Insurance, Automotive, Wealth, Retirement, Tax
Education
The University of Texas at Austin 2011 — 2013
Bachelor of Business Administration (BBA), Financial Planning, Investment Management, Business Retirement Plans
The University of Texas at Austin 1982 — 1986
BBA, Marketing
College for Financial Planning 2009 — 2011
CRPS® Chartered Retirement Plans Specialist, CRPC® Chartered Retirement Planning Counselor,, Business Retirement Plan Design and Implementation
Southern Methodist University - Cox School of Business 2000 — 2001
Certificate of Completion, Philosophy of Business Management
Principal Financial Group November 2013 - Present
Ameriprise Financial Services, Inc. June 2009 - November 2013
Suncoast Ford September 2007 - August 2008
AutoNation July 2002 - September 2007
Skills
Social Security, Insurance, Strategic Financial..., Sales Management, Team Building, Management, Investments, Finance, Leadership, Business Planning, Retail, Pensions, Strategy, Sales, Estate Planning, Succession Planning, Disability Insurance, Automotive, Wealth, Retirement, Tax
Education
The University of Texas at Austin 2011 — 2013
Bachelor of Business Administration (BBA), Financial Planning, Investment Management, Business Retirement Plans
The University of Texas at Austin 1982 — 1986
BBA, Marketing
College for Financial Planning 2009 — 2011
CRPS® Chartered Retirement Plans Specialist, CRPC® Chartered Retirement Planning Counselor,, Business Retirement Plan Design and Implementation
Southern Methodist University - Cox School of Business 2000 — 2001
Certificate of Completion, Philosophy of Business Management
Tony Essay, JD Tony Essay, JD's Principal Financial Group Experience September 2009 - March 2013
Job Trust and Fiduciary Specialist at Wells Fargo Private Bank
Industry Financial Services
Experience
Wells Fargo Private Bank July 2013 - Present
Ash Johnson Company April 2013 - July 2013
Principal Financial Group September 2009 - March 2013
Skills
Estate Planning, Long-term Care, Succession Planning, Strategic Financial..., Disability Insurance, 401k Rollovers, Retirement Planning, Life Insurance, Annuity Sales, Trusts, Charitable Gift Planning, Wealth, IRAs, Asset Management, 401k, Financial Services, Wealth Management, Wealth Management..., Investment Management, Insurance, Financial Planning
Education
University of Nebraska College of Law 2006 — 2009
Doctor of Law (J.D.), Program of Concentrated Study: Business Planning/Estate Planning and Taxation
Chadron State College 2001 — 2005
Bachelor of Arts, Legal Studies
Wells Fargo Private Bank July 2013 - Present
Ash Johnson Company April 2013 - July 2013
Principal Financial Group September 2009 - March 2013
Skills
Estate Planning, Long-term Care, Succession Planning, Strategic Financial..., Disability Insurance, 401k Rollovers, Retirement Planning, Life Insurance, Annuity Sales, Trusts, Charitable Gift Planning, Wealth, IRAs, Asset Management, 401k, Financial Services, Wealth Management, Wealth Management..., Investment Management, Insurance, Financial Planning
Education
University of Nebraska College of Law 2006 — 2009
Doctor of Law (J.D.), Program of Concentrated Study: Business Planning/Estate Planning and Taxation
Chadron State College 2001 — 2005
Bachelor of Arts, Legal Studies
Jeffrey Arnell Jeffrey Arnell's Principal Financial Group Experience January 1998 - December 1998
Job Sr Proposal Cost Analyst at Rockwell Collins
Industry Aviation & Aerospace
Experience
Rockwell Collins October 2004 - Present
AEGON December 1998 - September 2004
Principal Financial Group January 1998 - December 1998
Skills
Cross-functional Team...
Education
University of Iowa - Henry B. Tippie College of Business 2002 — 2003
MBA, Finance
Iowa State University 1994 — 1997
B.S., Accounting
Coe College 1989 — 1990
B.A., Psychology
Kirkwood Community College 1988 — 1989
A.A., Pre-Business
Rockwell Collins October 2004 - Present
AEGON December 1998 - September 2004
Principal Financial Group January 1998 - December 1998
Skills
Cross-functional Team...
Education
University of Iowa - Henry B. Tippie College of Business 2002 — 2003
MBA, Finance
Iowa State University 1994 — 1997
B.S., Accounting
Coe College 1989 — 1990
B.A., Psychology
Kirkwood Community College 1988 — 1989
A.A., Pre-Business
Alan Shurafa Alan Shurafa's Principal Financial Group Experience 2002 - Present
Job Owner of ShurafaIT
Industry Information Technology and Services
Experience
Principal Financial Group 2002 - Present
ShurafaIT January 1997 - Present
Avalon Technology Inc September 2002 - June 2007
Sharps 2006 - 2006
Hunter College CUNY September 2000 - September 2001
Skills
Data Management, Technical Support, Server Architecture, Integration, Active Directory, Management, Servers, Security, Networking, System Administration, Microsoft SQL Server, Databases, Project Management
Education
City University of New York-Hunter College 1996 — 2001
BA, Economics, Philosophy
Principal Financial Group 2002 - Present
ShurafaIT January 1997 - Present
Avalon Technology Inc September 2002 - June 2007
Sharps 2006 - 2006
Hunter College CUNY September 2000 - September 2001
Skills
Data Management, Technical Support, Server Architecture, Integration, Active Directory, Management, Servers, Security, Networking, System Administration, Microsoft SQL Server, Databases, Project Management
Education
City University of New York-Hunter College 1996 — 2001
BA, Economics, Philosophy
Steve Kloss ,MBA,AIF Steve Kloss ,MBA,AIF's Principal Financial Group Experience January 2005 - November 2008
Job Senior Retirement Plan Consultant at Oswald Financial, Inc.
Industry Financial Services
Experience
Oswald Financial, Inc. September 2009 - Present
Principal Financial Group January 2005 - November 2008
Principal Financial Group January 2003 - December 2004
Principal Financial Group January 2002 - December 2002
Met Life Resources January 1987 - October 2001
Skills
Securities, Pensions, Retirement Planning, Retirement, Investments, Retirement Plan..., Asset Allocation, Nonprofits, 401k, FINRA, Employee Benefits, Series 7, Training, Management, Mergers & Acquisitions, Investment Banking, Business Planning, Defined Benefit, CRM, Sales, Finance, Qualified Retirement...
Education
Cleveland State University 1976 — 1978
MBA, Marketing, Strategic Planning
Cleveland State University 1972 — 1976
Bachelor of Arts, Communications and Marketing
Holy Name High School 1968 — 1972
College Prepatory
Oswald Financial, Inc. September 2009 - Present
Principal Financial Group January 2005 - November 2008
Principal Financial Group January 2003 - December 2004
Principal Financial Group January 2002 - December 2002
Met Life Resources January 1987 - October 2001
Skills
Securities, Pensions, Retirement Planning, Retirement, Investments, Retirement Plan..., Asset Allocation, Nonprofits, 401k, FINRA, Employee Benefits, Series 7, Training, Management, Mergers & Acquisitions, Investment Banking, Business Planning, Defined Benefit, CRM, Sales, Finance, Qualified Retirement...
Education
Cleveland State University 1976 — 1978
MBA, Marketing, Strategic Planning
Cleveland State University 1972 — 1976
Bachelor of Arts, Communications and Marketing
Holy Name High School 1968 — 1972
College Prepatory
Angela Ost Angela Ost's Principal Financial Group Experience 2003 - 2004
Job Senior Associate at Mercer
Industry Financial Services
Experience
Mercer March 2008 - Present
Fidelity Investments 2007 - 2008
Veracor Consulting Group 2004 - 2007
Principal Financial Group 2003 - 2004
Principal Financial Group 2001 - 2003
Principal Financial Group 1998 - 2001
Principal Financial Group 1994 - 1998
Skills
401k, Series 63, Profit Sharing, Defined Contribution, Investments, Retirement Plan..., Series 7, Series 65
Education
Clemson University - College of Business and Behavioral Science 1989 — 1993
Bachelor of Science (B.S.), Marketing
Westminster Christian School 1985 — 1989
Mercer March 2008 - Present
Fidelity Investments 2007 - 2008
Veracor Consulting Group 2004 - 2007
Principal Financial Group 2003 - 2004
Principal Financial Group 2001 - 2003
Principal Financial Group 1998 - 2001
Principal Financial Group 1994 - 1998
Skills
401k, Series 63, Profit Sharing, Defined Contribution, Investments, Retirement Plan..., Series 7, Series 65
Education
Clemson University - College of Business and Behavioral Science 1989 — 1993
Bachelor of Science (B.S.), Marketing
Westminster Christian School 1985 — 1989
Randy Bruns Randy Bruns's Principal Financial Group Experience 2006 - 2009
Job Trade Review Principal at Voya Financial Advisors
Industry Financial Services
Experience
Voya Financial Advisors December 2012 - Present
CUNA Brokerage Services Inc. August 2009 - December 2012
Principal Financial Group 2006 - 2009
CUNA Mutual Group 1999 - 2006
CUNA Brokerage Services Inc. 1993 - 1999
Minor League Baseball 1978 - 1986
Skills
Coaching, Life Insurance, Disability Insurance, Insurance, Long-term Care, Financial Advisory, Training, Finance, Fixed Annuities, Retirement, Retirement Planning, Financial Services, IRAs, Sales, Estate Planning, Employee Benefits
Education
The American College
CLU, Financial Services
The American College
ChFC, Financial Services
College for Financial Planning
CFP, Financial Planning
Luther College 1970 — 1974
BA, Education
Voya Financial Advisors December 2012 - Present
CUNA Brokerage Services Inc. August 2009 - December 2012
Principal Financial Group 2006 - 2009
CUNA Mutual Group 1999 - 2006
CUNA Brokerage Services Inc. 1993 - 1999
Minor League Baseball 1978 - 1986
Skills
Coaching, Life Insurance, Disability Insurance, Insurance, Long-term Care, Financial Advisory, Training, Finance, Fixed Annuities, Retirement, Retirement Planning, Financial Services, IRAs, Sales, Estate Planning, Employee Benefits
Education
The American College
CLU, Financial Services
The American College
ChFC, Financial Services
College for Financial Planning
CFP, Financial Planning
Luther College 1970 — 1974
BA, Education
Curt Melville Curt Melville's Principal Financial Group Experience October 1988 - February 1993
Job Vice President Inova at Eastern Alliance Insurance Group
Industry Insurance
Experience
Eastern Insurance Holdings, Inc. June 2015 - Present
Eastern Alliance Insurance Group June 2010 - June 2015
Eastern Life and Health Insurance Co October 2008 - July 2010
Eastern Life & Health May 2007 - October 2008
Harleysville Insurance August 2001 - May 2007
North American Benefits Co (NABCO) February 1993 - August 2001
Principal Financial Group October 1988 - February 1993
Skills
Insurance, Employee Benefits, Underwriting, Disability Insurance, Workers Compensation, Property & Casualty..., Claim, Claims Management, Health Insurance, Life Insurance, Term Life Insurance, Captives
Education
Clarion University of Pennsylvania 1985 — 1988
BS, Business / Finance
Eastern Insurance Holdings, Inc. June 2015 - Present
Eastern Alliance Insurance Group June 2010 - June 2015
Eastern Life and Health Insurance Co October 2008 - July 2010
Eastern Life & Health May 2007 - October 2008
Harleysville Insurance August 2001 - May 2007
North American Benefits Co (NABCO) February 1993 - August 2001
Principal Financial Group October 1988 - February 1993
Skills
Insurance, Employee Benefits, Underwriting, Disability Insurance, Workers Compensation, Property & Casualty..., Claim, Claims Management, Health Insurance, Life Insurance, Term Life Insurance, Captives
Education
Clarion University of Pennsylvania 1985 — 1988
BS, Business / Finance
Tom O'Shea, MBA, CPA, CFP® Tom O'Shea, MBA, CPA, CFP®'s Principal Financial Group Experience December 2005 - February 2010
Job President at Claddagh, LLC, Financial Advisor, Helping Solve Your Financial Puzzle
Industry Financial Services
Experience
Claddagh, LLC February 2010 - Present
Principal Financial Group December 2005 - February 2010
Northwestern Mutual Financial Network October 2003 - December 2005
Lantis Eyewear May 2002 - July 2003
Playtex Apparel November 1999 - December 2001
Playtex Apparel May 1997 - November 1999
Skills
Helping Clients Succeed, Investment Advisory, Personal Financial..., Strategic Financial..., Problem Solving, 401k, 401k Rollovers, Retirement Planning, Retirement Savings, Retirement Plan..., Retirement Benefits, Qualified Retirement..., Estate Planning, Expense Budget..., Retirement, College Funding..., Financial Education, Disability Insurance, Life Insurance, Whole Life, Term Life Insurance, Long Term Care Insurance
Education
College for Financial Planning 2008 — 2008
Financial Planning
Wake Forest University School of Business 1989 — 1991
1991, Marketing
DePaul University 1982 — 1985
Bachelors, Accounting
Claddagh, LLC February 2010 - Present
Principal Financial Group December 2005 - February 2010
Northwestern Mutual Financial Network October 2003 - December 2005
Lantis Eyewear May 2002 - July 2003
Playtex Apparel November 1999 - December 2001
Playtex Apparel May 1997 - November 1999
Skills
Helping Clients Succeed, Investment Advisory, Personal Financial..., Strategic Financial..., Problem Solving, 401k, 401k Rollovers, Retirement Planning, Retirement Savings, Retirement Plan..., Retirement Benefits, Qualified Retirement..., Estate Planning, Expense Budget..., Retirement, College Funding..., Financial Education, Disability Insurance, Life Insurance, Whole Life, Term Life Insurance, Long Term Care Insurance
Education
College for Financial Planning 2008 — 2008
Financial Planning
Wake Forest University School of Business 1989 — 1991
1991, Marketing
DePaul University 1982 — 1985
Bachelors, Accounting
Mathew Driscoll, CFP Mathew Driscoll, CFP's Principal Financial Group Experience June 2009 - Present
Job Financial Advisor Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group June 2009 - Present
Homeland Energy Solutions LLC April 2010 - Present
MidWestOne Financial Group January 2009 - March 2009
Tuve Investments, Inc. (LPL Financial Affiliate) May 2001 - January 2009
Cavitt Asset Management Inc. May 2000 - August 2000
Education
University of Northern Iowa 1998 — 2002
Bachelors of Arts, Accounting/Finance
College for Financial Planning
Certified Financial Planner (CFP) Certification Professional Education Program
Principal Financial Group June 2009 - Present
Homeland Energy Solutions LLC April 2010 - Present
MidWestOne Financial Group January 2009 - March 2009
Tuve Investments, Inc. (LPL Financial Affiliate) May 2001 - January 2009
Cavitt Asset Management Inc. May 2000 - August 2000
Education
University of Northern Iowa 1998 — 2002
Bachelors of Arts, Accounting/Finance
College for Financial Planning
Certified Financial Planner (CFP) Certification Professional Education Program
Derek Howard Derek Howard's Principal Financial Group Experience June 2007 - August 2008
Job Specialist at US Army
Industry Financial Services
Experience
US Army September 2008 - Present
Principal Financial Group June 2007 - August 2008
TIAA-CREF July 2004 - May 2007
TIAA-CREF July 1998 - July 2004
TIAA-CREF December 1997 - July 1998
TIAA-CREF July 1996 - July 1998
TIAA-CREF January 1993 - July 1996
Skills
Sales Management, Leadership, Strategy, CRM, Series 7, Series 6, Investments, Management, Sales, Retirement, Retirement Planning, Securities, 401k, Business Planning, Series 63, Financial Services, Cross-functional Team..., Software Documentation, Fixed Annuities, Strategic Financial..., Networking, Process Improvement, Mutual Funds, Emergency Management, Insurance, New Business Development, Relationship Management, Strategic Planning, CBRN, Decontamination, Financial Planning
Education
Metropolitan College of New York 2012 — 2013
Master’s Degree, Public Administration / Disaster Management
College for Financial Planning 2000 — 2002
CRPS
State University of New York College at Oswego 1988 — 1992
Bachelor of Arts, Political Science
US Army September 2008 - Present
Principal Financial Group June 2007 - August 2008
TIAA-CREF July 2004 - May 2007
TIAA-CREF July 1998 - July 2004
TIAA-CREF December 1997 - July 1998
TIAA-CREF July 1996 - July 1998
TIAA-CREF January 1993 - July 1996
Skills
Sales Management, Leadership, Strategy, CRM, Series 7, Series 6, Investments, Management, Sales, Retirement, Retirement Planning, Securities, 401k, Business Planning, Series 63, Financial Services, Cross-functional Team..., Software Documentation, Fixed Annuities, Strategic Financial..., Networking, Process Improvement, Mutual Funds, Emergency Management, Insurance, New Business Development, Relationship Management, Strategic Planning, CBRN, Decontamination, Financial Planning
Education
Metropolitan College of New York 2012 — 2013
Master’s Degree, Public Administration / Disaster Management
College for Financial Planning 2000 — 2002
CRPS
State University of New York College at Oswego 1988 — 1992
Bachelor of Arts, Political Science
Jon Parkman; MBA Jon Parkman; MBA's Principal Financial Group Experience July 2007 - July 2010
Job Owner/Founder: Parkman Restaurant Group, LLC Franchisee: Tropical Smoothie Cafe
Industry Restaurants
Experience
Parkman Restaurant Group, LLC September 2014 - Present
Chick-fil-A Magwood Rd and Citadel Mall July 2010 - June 2015
Principal Financial Group July 2007 - July 2010
South Carolina Stingrays March 2004 - July 2007
Skills
Business Analysis, Sales Operations, Restaurant Management, Marketing Strategy, Personal Financial..., Employee Training, Microsoft Office, Hiring Employees, Relationship Management, Food & Beverage, Restaurants, Food Service, ServSafe, Catering, Leadership
Education
Charleston Southern University 2011 — 2013
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Georgia - Terry College of Business 2001 — 2003
Bachelor of Business Administration (B.B.A.), Marketing
Parkman Restaurant Group, LLC September 2014 - Present
Chick-fil-A Magwood Rd and Citadel Mall July 2010 - June 2015
Principal Financial Group July 2007 - July 2010
South Carolina Stingrays March 2004 - July 2007
Skills
Business Analysis, Sales Operations, Restaurant Management, Marketing Strategy, Personal Financial..., Employee Training, Microsoft Office, Hiring Employees, Relationship Management, Food & Beverage, Restaurants, Food Service, ServSafe, Catering, Leadership
Education
Charleston Southern University 2011 — 2013
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Georgia - Terry College of Business 2001 — 2003
Bachelor of Business Administration (B.B.A.), Marketing
Steve Kjar Steve Kjar's Principal Financial Group Experience May 1988 - June 1999
Job 401(k), Defined Contribution, Defined Benefit Retirement Plan and Employee Benefits Consultant, Risk Management Broker
Industry Investment Management
Experience
Lockton Companies July 2010 - Present
Diversified Investment Advisors March 2003 - July 2010
MFS Investment Management July 1999 - March 2003
Principal Financial Group May 1988 - June 1999
Mammel Schropp Swartzbaugh Engler Jones May 1985 - May 1988
Principal Financial Group 1981 - 1985
Skills
401k, Retirement Plan..., Defined Benefit, Defined Contribution, Fiduciary Risk...
Education
Coe College 1977 — 1981
BA, Economics and Business Administraton
Lockton Companies July 2010 - Present
Diversified Investment Advisors March 2003 - July 2010
MFS Investment Management July 1999 - March 2003
Principal Financial Group May 1988 - June 1999
Mammel Schropp Swartzbaugh Engler Jones May 1985 - May 1988
Principal Financial Group 1981 - 1985
Skills
401k, Retirement Plan..., Defined Benefit, Defined Contribution, Fiduciary Risk...
Education
Coe College 1977 — 1981
BA, Economics and Business Administraton
Dolly Malcom Dolly Malcom's Principal Financial Group Experience January 1989 - January 1993
Job Application Support Analyst, Adventist Health
Industry Hospital & Health Care
Experience
Adventist Health August 2013 - Present
PeaceHealth September 2011 - March 2013
Adventist Health November 2007 - August 2011
Adventist Medical Center - Portland May 2004 - November 2007
Aflac March 2003 - May 2004
Associated Administrators TPA February 2001 - March 2003
MMI True Paws October 2000 - October 2001
PACC Health Plans January 1994 - October 2000
Principal Financial Group January 1989 - January 1993
Skills
Supervisory Management, Application Support..., Hospital Information..., Application Support, Healthcare Information..., Project Management, Visio, EMR, Management, MS4/AS400, Cerner, Microsoft Office, Customer Support, Aeos Configuration, Medical Terminology, Claims Management, HIPAA, EHR, Software Documentation, Informatics, Process Improvement, Team Building, CA Clarity, Process Flow..., Employee Training, Documentation
Education
Clatsop Community College 1986 — 1988
David Douglas High School 1982 — 1986
Yes, General, 12
Adventist Health August 2013 - Present
PeaceHealth September 2011 - March 2013
Adventist Health November 2007 - August 2011
Adventist Medical Center - Portland May 2004 - November 2007
Aflac March 2003 - May 2004
Associated Administrators TPA February 2001 - March 2003
MMI True Paws October 2000 - October 2001
PACC Health Plans January 1994 - October 2000
Principal Financial Group January 1989 - January 1993
Skills
Supervisory Management, Application Support..., Hospital Information..., Application Support, Healthcare Information..., Project Management, Visio, EMR, Management, MS4/AS400, Cerner, Microsoft Office, Customer Support, Aeos Configuration, Medical Terminology, Claims Management, HIPAA, EHR, Software Documentation, Informatics, Process Improvement, Team Building, CA Clarity, Process Flow..., Employee Training, Documentation
Education
Clatsop Community College 1986 — 1988
David Douglas High School 1982 — 1986
Yes, General, 12
Josh Owen Josh Owen's Principal Financial Group Experience July 2011 - December 2012
Job Regional Vice President NQ Plans
Industry Financial Services
Experience
Principal Financial Group July 2011 - December 2012
Principal Financial Group 2006 - 2011
IBM 2004 - 2005
Ameriprise Financial Services, Inc. 2003 - 2004
Skills
Retirement, Corporate Finance, Consulting, Building Relationships, Strategic Financial..., Retirement Planning, CRM, Wealth Management, Financial Advisory, Nonqualified Deferred...
Education
Clemson University - College of Business and Behavioral Science 1999 — 2003
Finance and Financial Management Services
Principal Financial Group July 2011 - December 2012
Principal Financial Group 2006 - 2011
IBM 2004 - 2005
Ameriprise Financial Services, Inc. 2003 - 2004
Skills
Retirement, Corporate Finance, Consulting, Building Relationships, Strategic Financial..., Retirement Planning, CRM, Wealth Management, Financial Advisory, Nonqualified Deferred...
Education
Clemson University - College of Business and Behavioral Science 1999 — 2003
Finance and Financial Management Services
Megan Gallagher's Principal Financial Group Experience 2005 - 2012
Job Payroll Specialist at Thomson Reuters
Industry Information Technology and Services
Experience
Thomson Reuters March 2013 - Present
Payroll 1, Inc. 2012 - 2013
Principal Financial Group 2005 - 2012
Skills
Microsoft Office, Customer Service, Microsoft Excel, Project Management, Human Resources, Process Improvement, Microsoft Word, Team Leadership, PowerPoint, Insurance, Employee Benefits, Payroll, Payroll Taxes, Payroll Processing, Multi-state Payroll..., Medical Terminology, Claims Handling, Claims Resolution, Health Insurance, 401k
Education
DePaul University 2006 — 2008
Bachelor of Arts (B.A.), Psychology, 4.0
College of DuPage
Associate's degree
Thomson Reuters March 2013 - Present
Payroll 1, Inc. 2012 - 2013
Principal Financial Group 2005 - 2012
Skills
Microsoft Office, Customer Service, Microsoft Excel, Project Management, Human Resources, Process Improvement, Microsoft Word, Team Leadership, PowerPoint, Insurance, Employee Benefits, Payroll, Payroll Taxes, Payroll Processing, Multi-state Payroll..., Medical Terminology, Claims Handling, Claims Resolution, Health Insurance, 401k
Education
DePaul University 2006 — 2008
Bachelor of Arts (B.A.), Psychology, 4.0
College of DuPage
Associate's degree
Steve Orchekowsky ChFC®, CLU®, CMFC®'s Principal Financial Group Experience March 2006 - January 2011
Job Retirement Plan Services Professional
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. March 2014 - April 2015
LPL Financial November 2012 - March 2014
Hartford Financial Services Group October 2011 - October 2012
MassMutual Financial Group January 2011 - August 2011
Principal Financial Group March 2006 - January 2011
United States Navy and Naval Reserve August 1986 - March 2007
Great-West Financial April 2004 - April 2006
MassMutual Financial Group June 2000 - April 2004
Skills
Wealth Accumulation..., Estate Planning, Asset Allocation, Brokerage Accounts, 401 (k), 403 (b), SEP &..., Variable Annuities, Roth IRA, Traditional IRA, Informal Business..., business continuation..., Business Overhead..., Buy-sell Agreements, buy-sell review, Charitible giving, Deferred Compensation..., Disability Income..., Executive Benefits..., Financial Needs Analysis, Income Protection, Key Person Insurance, Long Term Care Insurance, Mutual Funds, Pension Plans, Salary Continuation, Series 7, Series 66, Split Dollar Plans, Supplemental Retirement..., Survivor Income, Tax-Deferred Savings, College Funding..., Term Life Insurance, Universal Life Insurance, Fixed Annuities, Whole Life Insurance, Whole Life, Financial Advisory, IRAs, 403 b, Disability Insurance, Fixed Income, FINRA, Investments, Investment Management, Wealth Management, Retirement Planning
Education
The American College 2007 — 2014
Investment, Insurance and Estate Planning
College for Financial Planning 2005 — 2005
Mutual Funds and Investment Companies
Northwest University
Business
Ameriprise Financial Services, Inc. March 2014 - April 2015
LPL Financial November 2012 - March 2014
Hartford Financial Services Group October 2011 - October 2012
MassMutual Financial Group January 2011 - August 2011
Principal Financial Group March 2006 - January 2011
United States Navy and Naval Reserve August 1986 - March 2007
Great-West Financial April 2004 - April 2006
MassMutual Financial Group June 2000 - April 2004
Skills
Wealth Accumulation..., Estate Planning, Asset Allocation, Brokerage Accounts, 401 (k), 403 (b), SEP &..., Variable Annuities, Roth IRA, Traditional IRA, Informal Business..., business continuation..., Business Overhead..., Buy-sell Agreements, buy-sell review, Charitible giving, Deferred Compensation..., Disability Income..., Executive Benefits..., Financial Needs Analysis, Income Protection, Key Person Insurance, Long Term Care Insurance, Mutual Funds, Pension Plans, Salary Continuation, Series 7, Series 66, Split Dollar Plans, Supplemental Retirement..., Survivor Income, Tax-Deferred Savings, College Funding..., Term Life Insurance, Universal Life Insurance, Fixed Annuities, Whole Life Insurance, Whole Life, Financial Advisory, IRAs, 403 b, Disability Insurance, Fixed Income, FINRA, Investments, Investment Management, Wealth Management, Retirement Planning
Education
The American College 2007 — 2014
Investment, Insurance and Estate Planning
College for Financial Planning 2005 — 2005
Mutual Funds and Investment Companies
Northwest University
Business
Reggie Phillips, CLU® ChFC® CASL®'s Principal Financial Group Experience June 2005 - March 2006
Job Agent at State Farm
Industry Insurance
Experience
State Farm September 2015 - Present
State Farm March 2015 - August 2015
State Farm Insurance March 2006 - February 2015
Principal Financial Group June 2005 - March 2006
Northwestern Mutual October 2003 - June 2005
Cru Global August 1999 - September 2002
Cru Global June 1996 - August 1999
Skills
Sales Presentations, Consultative Selling, Client Relationship..., Stewardship Coach, Business Relationship..., Training & Development, Financial Consultant, Life Insurance, Annuities, Mutual Funds, Long Term Care Insurance, Disability Insurance, Buy-sell Agreements, Key Person Insurance, Deferred Compensation, 401k, Fixed Annuities, Retirement Planning, Selling, Insurance, Retirement, Wealth Management, Financial Advisory, Strategic Financial..., Financial Services, Investments, Estate Planning, Whole Life, Universal Life, Term Life Insurance, Small Business, IRAs, Series 6, Long-term Care, Homeowners, Health Insurance, Series 63, Financial Planners, Property & Casualty..., Variable Annuities, Commercial Insurance, General Insurance, Wealth Accumulation, Employee Benefits, Umbrella Insurance, Casualty, Financial Planning, Sales, Coaching
Education
The American College 2005 — 2011
CLU® ChFC® CASL®, Financial Planning
Clemson University 1989 — 1993
BA, Secondary Education
State Farm September 2015 - Present
State Farm March 2015 - August 2015
State Farm Insurance March 2006 - February 2015
Principal Financial Group June 2005 - March 2006
Northwestern Mutual October 2003 - June 2005
Cru Global August 1999 - September 2002
Cru Global June 1996 - August 1999
Skills
Sales Presentations, Consultative Selling, Client Relationship..., Stewardship Coach, Business Relationship..., Training & Development, Financial Consultant, Life Insurance, Annuities, Mutual Funds, Long Term Care Insurance, Disability Insurance, Buy-sell Agreements, Key Person Insurance, Deferred Compensation, 401k, Fixed Annuities, Retirement Planning, Selling, Insurance, Retirement, Wealth Management, Financial Advisory, Strategic Financial..., Financial Services, Investments, Estate Planning, Whole Life, Universal Life, Term Life Insurance, Small Business, IRAs, Series 6, Long-term Care, Homeowners, Health Insurance, Series 63, Financial Planners, Property & Casualty..., Variable Annuities, Commercial Insurance, General Insurance, Wealth Accumulation, Employee Benefits, Umbrella Insurance, Casualty, Financial Planning, Sales, Coaching
Education
The American College 2005 — 2011
CLU® ChFC® CASL®, Financial Planning
Clemson University 1989 — 1993
BA, Secondary Education
Katrina Swiston's Principal Financial Group Experience October 2011 - December 2011
Job Training Specialist | Employee Benefits and Insurance Policy Guru
Industry Insurance
Experience
Assurance June 2015 - Present
Assurance May 2015 - Present
Assurance April 2012 - Present
Principal Financial Group October 2011 - December 2011
BIRDVIEW Technologies September 2005 - August 2011
BIRDVIEW Technologies September 2005 - August 2011
Skills
Microsoft Office, Employee Benefits, Insurance, Time Management, Health Insurance, Sales Management, Office Management, Human Resources, Claim, Customer Satisfaction, Customer Service, 401k, Workers Compensation, Access, Benefits Administration, Cold Calling, Sales, Account Management
Education
Illinois State University 2003 — 2005
Bachelor of Science, Management and Quantitative Methods - Human Resources
College of DuPage 2001 — 2003
Associate in Science, Earth Science - Meteorology
Assurance June 2015 - Present
Assurance May 2015 - Present
Assurance April 2012 - Present
Principal Financial Group October 2011 - December 2011
BIRDVIEW Technologies September 2005 - August 2011
BIRDVIEW Technologies September 2005 - August 2011
Skills
Microsoft Office, Employee Benefits, Insurance, Time Management, Health Insurance, Sales Management, Office Management, Human Resources, Claim, Customer Satisfaction, Customer Service, 401k, Workers Compensation, Access, Benefits Administration, Cold Calling, Sales, Account Management
Education
Illinois State University 2003 — 2005
Bachelor of Science, Management and Quantitative Methods - Human Resources
College of DuPage 2001 — 2003
Associate in Science, Earth Science - Meteorology
Matt Molnar Matt Molnar's Principal Financial Group Experience May 2015 - Present
Job Financial Services Intern at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group May 2015 - Present
Chapman University September 2012 - Present
Gina's Alfresco June 2014 - August 2014
Sports 1 Marketing May 2014 - August 2014
Montage Hotels & Resorts June 2013 - September 2013
Skills
PowerPoint, Event Planning, Social Media, Microsoft Office, Facebook, Public Speaking, Microsoft Word, Leadership
Education
Chapman University 2012 — 2016
Major: Business Administration/Finance. Minor: Economics
Principal Financial Group May 2015 - Present
Chapman University September 2012 - Present
Gina's Alfresco June 2014 - August 2014
Sports 1 Marketing May 2014 - August 2014
Montage Hotels & Resorts June 2013 - September 2013
Skills
PowerPoint, Event Planning, Social Media, Microsoft Office, Facebook, Public Speaking, Microsoft Word, Leadership
Education
Chapman University 2012 — 2016
Major: Business Administration/Finance. Minor: Economics
Tom Langseth CLU®, ChFC®, CRPC®, RICP® Tom Langseth CLU®, ChFC®, CRPC®, RICP®'s Principal Financial Group Experience 1996 - 2000
Job Senior Vice President, Channel Head BD Direct Channel
Industry Financial Services
Experience
Allianz Life Financial Services December 2007 - Present
Wells Fargo Investments September 2004 - 2007
ING Advisors Network 2000 - 2004
Principal Financial Group 1996 - 2000
Skills
Strategy, Business Development, Sales, Strategic Planning, Leadership, Business Process..., Coaching, Insurance, Financial Services, Wealth Management, Fixed Annuities, Training, Management, Retirement
Education
The American College
RICP, Retirement Income Certified Professional
College for Financial Planning
CRPC, Chartered Retirement Plan Consultant
The American College
ChFC, Chartered Financial Consultant
Luther Theological Seminary 1981 — 1985
MDiv, Theology and Pastoral Care
University of Minnesota-Twin Cities 1977 — 1981
BA, Psychology
The American College
CLU, Chartered Life Underwriter
Allianz Life Financial Services December 2007 - Present
Wells Fargo Investments September 2004 - 2007
ING Advisors Network 2000 - 2004
Principal Financial Group 1996 - 2000
Skills
Strategy, Business Development, Sales, Strategic Planning, Leadership, Business Process..., Coaching, Insurance, Financial Services, Wealth Management, Fixed Annuities, Training, Management, Retirement
Education
The American College
RICP, Retirement Income Certified Professional
College for Financial Planning
CRPC, Chartered Retirement Plan Consultant
The American College
ChFC, Chartered Financial Consultant
Luther Theological Seminary 1981 — 1985
MDiv, Theology and Pastoral Care
University of Minnesota-Twin Cities 1977 — 1981
BA, Psychology
The American College
CLU, Chartered Life Underwriter
Stephan David Sandoval, CFP Stephan David Sandoval, CFP's Principal Financial Group Experience November 2010 - Present
Job Retirement Plan Professional / Account Executive for the Principal Financial Group
Industry Investment Management
Experience
Principal Financial Group November 2010 - Present
Skills
Retirement Planning, 401k, 403 b, Retirement, Public Speaking, Financial Services
Education
Chapman University
Business Communications
Richmond, The American International University in London
General
Principal Financial Group November 2010 - Present
Skills
Retirement Planning, 401k, 403 b, Retirement, Public Speaking, Financial Services
Education
Chapman University
Business Communications
Richmond, The American International University in London
General
Trish Trimmer Trish Trimmer's Principal Financial Group Experience March 1988 - March 2010
Job Coordinator Case Management
Industry Health, Wellness and Fitness
Experience
MediGold July 2013 - Present
Arbors East Subacute/Rehabilitation April 2013 - July 2013
BrightStar February 2012 - July 2013
Principal Financial Group March 1988 - March 2010
Skills
IV therapy certification, Cpr Certified, Home Care, IV, Nursing, Healthcare, Hospitals, Medical Terminology, ACLS, Medical Billing, HIPAA, Data Entry, Microsoft Word, First Aid, Mckesson, Emstat, Epic, CPR Certified, Case Management, Case Managment, Claim, Medicine
Education
Chamberlain College of Nursing 2015 — 2015
Master's degree, nursing informatics
Ohio University 2013 — 2014
BSN, Registered Nursing/Registered Nurse
Hondros College School of Nursing 2011 — 2012
ADN, Registered Nursing/Registered Nurse
Hondros College school of Nursing 2010 — 2011
LPN, Nursing
The Ohio State University 1984 — 1986
Computer Science
Martins Ferry HS
MediGold July 2013 - Present
Arbors East Subacute/Rehabilitation April 2013 - July 2013
BrightStar February 2012 - July 2013
Principal Financial Group March 1988 - March 2010
Skills
IV therapy certification, Cpr Certified, Home Care, IV, Nursing, Healthcare, Hospitals, Medical Terminology, ACLS, Medical Billing, HIPAA, Data Entry, Microsoft Word, First Aid, Mckesson, Emstat, Epic, CPR Certified, Case Management, Case Managment, Claim, Medicine
Education
Chamberlain College of Nursing 2015 — 2015
Master's degree, nursing informatics
Ohio University 2013 — 2014
BSN, Registered Nursing/Registered Nurse
Hondros College School of Nursing 2011 — 2012
ADN, Registered Nursing/Registered Nurse
Hondros College school of Nursing 2010 — 2011
LPN, Nursing
The Ohio State University 1984 — 1986
Computer Science
Martins Ferry HS
Bob Hogarty Bob Hogarty's Principal Financial Group Experience April 2007 - August 2015
Job Release Analyst at Athene
Industry Financial Services
Experience
Athene September 2015 - Present
Principal Financial Group April 2007 - August 2015
Nationwide Insurance January 2006 - March 2007
NCS Pearson October 1997 - December 2005
ADP March 1990 - September 1997
Prudential Insurance January 1988 - March 1990
Skills
Release Management, Software Development, COBOL, Program Management, Quality Assurance, DB2, Software Project..., Process Improvement, Software Documentation, Testing, Systems Analysis, JCL, Project Planning, Mainframe, CICS, VSAM, Analysis, Insurance, Databases, Quality Center, Fileaid, Team Leadership, Management, Data Analysis, Project Portfolio..., Business Process, Informatica, Customer Service, ETL, User Acceptance Testing, IT Strategy, Project Management, HTML, SDLC, Requirements Gathering, Business Intelligence, IBM Mainframe, XML, HP Quality Center
Education
City University of New York-College of Staten Island 1984 — 1987
BS, Computer Science
Saint John's University 1982 — 1984
Computer Science
Tottenville High School 1978 — 1982
HS degree
Athene September 2015 - Present
Principal Financial Group April 2007 - August 2015
Nationwide Insurance January 2006 - March 2007
NCS Pearson October 1997 - December 2005
ADP March 1990 - September 1997
Prudential Insurance January 1988 - March 1990
Skills
Release Management, Software Development, COBOL, Program Management, Quality Assurance, DB2, Software Project..., Process Improvement, Software Documentation, Testing, Systems Analysis, JCL, Project Planning, Mainframe, CICS, VSAM, Analysis, Insurance, Databases, Quality Center, Fileaid, Team Leadership, Management, Data Analysis, Project Portfolio..., Business Process, Informatica, Customer Service, ETL, User Acceptance Testing, IT Strategy, Project Management, HTML, SDLC, Requirements Gathering, Business Intelligence, IBM Mainframe, XML, HP Quality Center
Education
City University of New York-College of Staten Island 1984 — 1987
BS, Computer Science
Saint John's University 1982 — 1984
Computer Science
Tottenville High School 1978 — 1982
HS degree
Emma Stein Emma Stein's Principal Financial Group Experience May 2014 - August 2014
Job Application Development Intern at The Navigators Group, Inc.
Industry Computer Software
Experience
The Navigators Group, Inc. May 2015 - Present
Principal Financial Group May 2014 - August 2014
Grand Central Optical Co Inc May 2013 - June 2013
Skills
Java, SQL, Python, C#, C, Agile Methodologies, Visual Studio, HTML, Microsoft Office, Social Media, Leadership
Education
Colgate University 2012 — 2016
Bachelor of Arts (BA), Computer Science
Ardsley High School 2008 — 2012
High School Diploma
The Navigators Group, Inc. May 2015 - Present
Principal Financial Group May 2014 - August 2014
Grand Central Optical Co Inc May 2013 - June 2013
Skills
Java, SQL, Python, C#, C, Agile Methodologies, Visual Studio, HTML, Microsoft Office, Social Media, Leadership
Education
Colgate University 2012 — 2016
Bachelor of Arts (BA), Computer Science
Ardsley High School 2008 — 2012
High School Diploma
Kunal sheth Kunal sheth's Principal Financial Group Experience August 2011 - December 2011
Job Voice Network Engineer || at Alliant Technologies
Industry Telecommunications
Experience
Alliant Technologies March 2015 - Present
Alliant Technologies July 2013 - March 2015
Polytechnic Institute of New York University August 2012 - May 2013
Principal Financial Group August 2011 - December 2011
Cybage July 2009 - August 2011
Skills
C, Perl, Microsoft Office, PowerPoint, LaTeX, Wireshark, Quality Center, Windows, Assembly Language, Microchip PIC, Cisco Call Manager, Cisco VoIP, Unified Communications, LAN Switching, Cisco Certified, Unity Connection
Education
Polytechnic Institute of New York University 2011 — 2012
Master of Science (M.S.), Telecommunications Engineering
Clemson University 2011 — 2011
Master of Science (M.S.), Electrical and Electronics Engineering, 4.0
University of Pune 2006 — 2009
Bachelor of Engineering (BE), Electronics and Telecommunication Engineering
Alliant Technologies March 2015 - Present
Alliant Technologies July 2013 - March 2015
Polytechnic Institute of New York University August 2012 - May 2013
Principal Financial Group August 2011 - December 2011
Cybage July 2009 - August 2011
Skills
C, Perl, Microsoft Office, PowerPoint, LaTeX, Wireshark, Quality Center, Windows, Assembly Language, Microchip PIC, Cisco Call Manager, Cisco VoIP, Unified Communications, LAN Switching, Cisco Certified, Unity Connection
Education
Polytechnic Institute of New York University 2011 — 2012
Master of Science (M.S.), Telecommunications Engineering
Clemson University 2011 — 2011
Master of Science (M.S.), Electrical and Electronics Engineering, 4.0
University of Pune 2006 — 2009
Bachelor of Engineering (BE), Electronics and Telecommunication Engineering
Anna Austin's Principal Financial Group Experience May 2013 - August 2013
Job Consultant at Navigant
Industry Financial Services
Experience
Navigant June 2015 - Present
MXM (Meredith Xcelerated Marketing) June 2014 - May 2015
McKinsey & Company November 2013 - December 2013
Principal Financial Group May 2013 - August 2013
DuPont Pioneer May 2012 - August 2012
MEC March 2012 - May 2012
Skills
Research, PowerPoint, Facebook, Microsoft Excel, Microsoft Office, Microsoft Word, Event Planning, Group Leadership, Public Relations, Public Speaking, Team Leadership, Blogging, Event Management, Social Media
Education
Villanova University 2011 — 2015
Business, Marketing, Finance, and International Business
City University of Hong Kong 2013 — 2013
International Business
Dowling Catholic High School 2007 — 2011
High School Diploma
Navigant June 2015 - Present
MXM (Meredith Xcelerated Marketing) June 2014 - May 2015
McKinsey & Company November 2013 - December 2013
Principal Financial Group May 2013 - August 2013
DuPont Pioneer May 2012 - August 2012
MEC March 2012 - May 2012
Skills
Research, PowerPoint, Facebook, Microsoft Excel, Microsoft Office, Microsoft Word, Event Planning, Group Leadership, Public Relations, Public Speaking, Team Leadership, Blogging, Event Management, Social Media
Education
Villanova University 2011 — 2015
Business, Marketing, Finance, and International Business
City University of Hong Kong 2013 — 2013
International Business
Dowling Catholic High School 2007 — 2011
High School Diploma
Kenneth R. Nadeau Kenneth R. Nadeau's Principal Financial Group Experience June 2013 - Present
Job Financial Advisor, Sr. Financial Services Representative, Investment Advisor Representative at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group June 2013 - Present
New England Financial, A MetLife Company March 2006 - June 2013
Prudential Financial January 2003 - March 2006
Regions Financial Corporation January 1997 - January 2003
Skills
Disability Income..., Estate Planning, Executive Benefits..., Financial Needs Analysis, Income Protection, Informal Business..., IRAs (Traditional &..., Key Person Insurance, Long-Term Care Insurance, Mutual Funds, Pension Plans, Annuities (Variable &..., Asset Allocation, Business Overhead..., Buy-Sell Agreements, Buy-Sell Reviews, Charitable Giving, College Funding..., Deferred Compensation..., 401(k), 403(b), SEP &..., Term Life Insurance, Wealth Accumulation, Whole Life Insurance, Universal Life Insurance
Education
Nova Southeastern University 1987 — 1989
Bachelor of Science, Business and Management
College of Central Florida 1974 — 1976
Associate of Arts (A.A.), Business
Forest High School 1971 — 1974
Principal Financial Group June 2013 - Present
New England Financial, A MetLife Company March 2006 - June 2013
Prudential Financial January 2003 - March 2006
Regions Financial Corporation January 1997 - January 2003
Skills
Disability Income..., Estate Planning, Executive Benefits..., Financial Needs Analysis, Income Protection, Informal Business..., IRAs (Traditional &..., Key Person Insurance, Long-Term Care Insurance, Mutual Funds, Pension Plans, Annuities (Variable &..., Asset Allocation, Business Overhead..., Buy-Sell Agreements, Buy-Sell Reviews, Charitable Giving, College Funding..., Deferred Compensation..., 401(k), 403(b), SEP &..., Term Life Insurance, Wealth Accumulation, Whole Life Insurance, Universal Life Insurance
Education
Nova Southeastern University 1987 — 1989
Bachelor of Science, Business and Management
College of Central Florida 1974 — 1976
Associate of Arts (A.A.), Business
Forest High School 1971 — 1974
Allyn Smith Allyn Smith's Principal Financial Group Experience 2013 - Present
Job Operations Manager Principal Financial Group, NW Business Center
Industry Financial Services
Experience
Principal Financial Group 2013 - Present
Wealth Strategies Northwest, Guardian Life January 2012 - December 2012
Wealth Strategies Northwest, Guardian Life September 2009 - December 2012
Wealth Strategies Northwest, Guardian Life July 2008 - 2011
MetLife June 2006 - April 2008
MetLife June 1996 - May 2006
Skills
Life and Health Licensed, Disability Insurance, Health Insurance, Insurance, Term Life Insurance, Fixed Annuities, Life Insurance
Education
Chemeketa Community College
Design and Visual Communications, General
Portland Community College
Design and Visual Communications, General
Principal Financial Group 2013 - Present
Wealth Strategies Northwest, Guardian Life January 2012 - December 2012
Wealth Strategies Northwest, Guardian Life September 2009 - December 2012
Wealth Strategies Northwest, Guardian Life July 2008 - 2011
MetLife June 2006 - April 2008
MetLife June 1996 - May 2006
Skills
Life and Health Licensed, Disability Insurance, Health Insurance, Insurance, Term Life Insurance, Fixed Annuities, Life Insurance
Education
Chemeketa Community College
Design and Visual Communications, General
Portland Community College
Design and Visual Communications, General
Nicholas Rogers's Principal Financial Group Experience June 2013 - October 2013
Job System Support Analyst at LMC insurance
Industry Information Technology and Services
Experience
LMC/LaMair Mulock Condon Co. July 2014 - Present
US Army May 2014 - Present
Windsor Windows and Doors May 2014 - July 2014
LMC/LaMair Mulock Condon Co. February 2014 - May 2014
Farmers Mutual Hail Insurance October 2013 - February 2014
Principal Financial Group June 2013 - October 2013
US Army November 2009 - June 2013
Principal Financial Group 2006 - 2009
Mediacom Communications 2006 - 2006
Kirksville R-III School District 2002 - 2006
Skills
Windows Server 2003, Microsoft Exchange, Citrix, HTML, XML, CSS, VPN, IIS, Novell, LAN-WAN, SMTP, TCP/IP, FTP, Microsoft Office, Security Clearance, Active Directory, Windows 7, Computer Hardware, Troubleshooting, Intelligence Analysis, Help Desk Support, Customer Service, Technical Support, Operating Systems, Software Installation, Hardware, SharePoint, Networking, Routers, Group Policy, Computer Security, Printers, Blackberry, HP, Security, XP, Network Security, Network Administration, Workstations, System Administration, Information Assurance, Wireless Networking, Information Security, DHCP, Switches, Call Centers, Windows, Laptops, Information Technology, Security+
Education
Kaplan University 2009 — 2014
Bachelor's Degree, Information Technology
Indian Hills Community College 2004 — 2006
Associate's degree, Computer Networking Server Administration
Kirksville Senior High School 2000 — 2004
Diploma, General Studies
University of Phoenix 2009 — 2009
Bachelor of Applied Science (B.A.Sc.), Information Technology - (working)
Cochise College 2010 — 2011
Associate of Applied Science, Intelligence Operations - (working)
Source Operations Course 2011 — 2011
Army, Military
LMC/LaMair Mulock Condon Co. July 2014 - Present
US Army May 2014 - Present
Windsor Windows and Doors May 2014 - July 2014
LMC/LaMair Mulock Condon Co. February 2014 - May 2014
Farmers Mutual Hail Insurance October 2013 - February 2014
Principal Financial Group June 2013 - October 2013
US Army November 2009 - June 2013
Principal Financial Group 2006 - 2009
Mediacom Communications 2006 - 2006
Kirksville R-III School District 2002 - 2006
Skills
Windows Server 2003, Microsoft Exchange, Citrix, HTML, XML, CSS, VPN, IIS, Novell, LAN-WAN, SMTP, TCP/IP, FTP, Microsoft Office, Security Clearance, Active Directory, Windows 7, Computer Hardware, Troubleshooting, Intelligence Analysis, Help Desk Support, Customer Service, Technical Support, Operating Systems, Software Installation, Hardware, SharePoint, Networking, Routers, Group Policy, Computer Security, Printers, Blackberry, HP, Security, XP, Network Security, Network Administration, Workstations, System Administration, Information Assurance, Wireless Networking, Information Security, DHCP, Switches, Call Centers, Windows, Laptops, Information Technology, Security+
Education
Kaplan University 2009 — 2014
Bachelor's Degree, Information Technology
Indian Hills Community College 2004 — 2006
Associate's degree, Computer Networking Server Administration
Kirksville Senior High School 2000 — 2004
Diploma, General Studies
University of Phoenix 2009 — 2009
Bachelor of Applied Science (B.A.Sc.), Information Technology - (working)
Cochise College 2010 — 2011
Associate of Applied Science, Intelligence Operations - (working)
Source Operations Course 2011 — 2011
Army, Military
Windy Seto Windy Seto's Principal Financial Group Experience December 2010 - Present
Job Employee Benefit Specialist at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group December 2010 - Present
Principal Financial December 2010 - Present
2003 - July 2010 January 2005 - Present
Wells Fargo Investments July 2010 - November 2010
US Bancorp Investments and Insurance 2003 - July 2010
US Bank/US Bancorp Investments and Insurance January 1999 - January 2003
US Bank and US Bancorp Investments and Insurance 1999 - 2003
Skills
Defined Benefit, Pensions, IRAs, Defined Contribution, 401k, 403b, SEP IRA, Simple IRA, Deferred Compensation..., Executive Benefit...
Education
Clark College
Business Administration
Linfield College
Business Administration and Management, General
Linfield College
Business Management
Principal Financial Group December 2010 - Present
Principal Financial December 2010 - Present
2003 - July 2010 January 2005 - Present
Wells Fargo Investments July 2010 - November 2010
US Bancorp Investments and Insurance 2003 - July 2010
US Bank/US Bancorp Investments and Insurance January 1999 - January 2003
US Bank and US Bancorp Investments and Insurance 1999 - 2003
Skills
Defined Benefit, Pensions, IRAs, Defined Contribution, 401k, 403b, SEP IRA, Simple IRA, Deferred Compensation..., Executive Benefit...
Education
Clark College
Business Administration
Linfield College
Business Administration and Management, General
Linfield College
Business Management
Kristin Stanek Kristin Stanek's Principal Financial Group Experience June 2003 - September 2004
Job Senior Research Analyst at Geneva Capital Management Ltd.
Industry Investment Management
Experience
Geneva Capital Management Ltd. September 2004 - Present
Principal Financial Group June 2003 - September 2004
Skills
Equity Research, Bloomberg, Investments
Education
University of Wisconsin-Milwaukee 2007 — 2009
MBA
Coe College 1999 — 2003
BA, Business Administration and Economics
Geneva Capital Management Ltd. September 2004 - Present
Principal Financial Group June 2003 - September 2004
Skills
Equity Research, Bloomberg, Investments
Education
University of Wisconsin-Milwaukee 2007 — 2009
MBA
Coe College 1999 — 2003
BA, Business Administration and Economics
Nanci Lyons Nanci Lyons's Principal Financial Group Experience January 1981 - June 1987
Job District Sales Coordinator at Aflac
Industry Insurance
Experience
Aflac January 2007 - Present
Susan Stallman Designs January 2002 - January 2007
American Chamber Life Insurance June 1987 - March 2000
Principal Financial Group January 1981 - June 1987
Education
College of DuPage
Aflac January 2007 - Present
Susan Stallman Designs January 2002 - January 2007
American Chamber Life Insurance June 1987 - March 2000
Principal Financial Group January 1981 - June 1987
Education
College of DuPage
Dan Olson Dan Olson's Principal Financial Group Experience August 2008 - 2012
Job Employee Benefits Representative at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial October 2012 - Present
Principal Financial Group August 2008 - 2012
Unum Group August 2006 - August 2008
The Guardian Life Insurance Company of America March 2004 - August 2006
Mass Mutual Financial Group May 1996 - February 2004
Skills
Health Insurance, Employee Benefits, Insurance, Benefits Administration, Group Medical, Self-funded, Accident, LTD, Group Insurance, ERISA, Sales, Universal Life, Critical Illness, Long Term Care Insurance, Medicare, Whole Life, Accident Insurance
Education
Charter Oak State College 2001 — 2005
Business, Management, Marketing, and Related Support Services
Umass- Amherst 1994 — 1996
Holyoke Community College 1991 — 1993
Associate's degree, Business, Management, Marketing, and Related Support Services
Sun Life Financial October 2012 - Present
Principal Financial Group August 2008 - 2012
Unum Group August 2006 - August 2008
The Guardian Life Insurance Company of America March 2004 - August 2006
Mass Mutual Financial Group May 1996 - February 2004
Skills
Health Insurance, Employee Benefits, Insurance, Benefits Administration, Group Medical, Self-funded, Accident, LTD, Group Insurance, ERISA, Sales, Universal Life, Critical Illness, Long Term Care Insurance, Medicare, Whole Life, Accident Insurance
Education
Charter Oak State College 2001 — 2005
Business, Management, Marketing, and Related Support Services
Umass- Amherst 1994 — 1996
Holyoke Community College 1991 — 1993
Associate's degree, Business, Management, Marketing, and Related Support Services
Susan Penney Susan Penney's Principal Financial Group Experience 1984 - 1996
Job Founder of Penney Wise® Wealth Advisors, LLC
Industry Financial Services
Experience
Penney Wise Wealth Advisors, LLC December 2012 - Present
Westside Investment Management, LLC 2011 - 2012
Wells Fargo Advisors June 2001 - December 2010
Merrill Lynch 1996 - 2001
Principal Financial Group 1984 - 1996
Skills
Investments, Finance, Wealth, Securities, Retirement Planning, Financial Advisory, Strategic Financial..., Wealth Management, Financial Services, Investment Advisory, Disability Insurance, Fixed Annuities, Investment Strategies, Long Term Care Insurance, Risk Management, Financial Analysis, Financial Modeling, Stock Management, Life Insurance, Variable Annuities, Bonds, Series 7, Series 63, Series 24, Mutual Funds, FINRA, Alternative Investments, Wealth Management..., Asset Allocation, Retirement, 401k, Financial Planners, Investment Management, Estate Planning, IRAs, Options, 401k Rollovers, Series 65, Personal Finance, Wealth Accumulation, Portfolio Management, Roth IRA, Personal Financial..., ETFs, High Net Worth..., Long-term Care, Pensions, Financial Goals, Stocks, College Savings Plans
Education
University of Oklahoma 1977 — 1982
Business Administration- Finance
University of Oklahoma - Price College of Business 1977 — 1982
College for Financial Planning 1990 — 1994
Certified Financial Planner, Financial Planning and Services, Top
Penney Wise Wealth Advisors, LLC December 2012 - Present
Westside Investment Management, LLC 2011 - 2012
Wells Fargo Advisors June 2001 - December 2010
Merrill Lynch 1996 - 2001
Principal Financial Group 1984 - 1996
Skills
Investments, Finance, Wealth, Securities, Retirement Planning, Financial Advisory, Strategic Financial..., Wealth Management, Financial Services, Investment Advisory, Disability Insurance, Fixed Annuities, Investment Strategies, Long Term Care Insurance, Risk Management, Financial Analysis, Financial Modeling, Stock Management, Life Insurance, Variable Annuities, Bonds, Series 7, Series 63, Series 24, Mutual Funds, FINRA, Alternative Investments, Wealth Management..., Asset Allocation, Retirement, 401k, Financial Planners, Investment Management, Estate Planning, IRAs, Options, 401k Rollovers, Series 65, Personal Finance, Wealth Accumulation, Portfolio Management, Roth IRA, Personal Financial..., ETFs, High Net Worth..., Long-term Care, Pensions, Financial Goals, Stocks, College Savings Plans
Education
University of Oklahoma 1977 — 1982
Business Administration- Finance
University of Oklahoma - Price College of Business 1977 — 1982
College for Financial Planning 1990 — 1994
Certified Financial Planner, Financial Planning and Services, Top
Laila Jandick Laila Jandick's Principal Financial Group Experience September 1982 - June 1991
Job Teacher Assistant Supported Ed IPSD 204
Industry
Experience
Indian Prairie School District 204 June 2003 - Present
Principal Financial Group September 1982 - June 1991
Skills
Teaching, Research, PowerPoint, Photoshop, Microsoft Office, Windows, Microsoft Word, Customer Service
Education
College of DuPage
Associate's degree, Business/Commerce, General
Indian Prairie School District 204 June 2003 - Present
Principal Financial Group September 1982 - June 1991
Skills
Teaching, Research, PowerPoint, Photoshop, Microsoft Office, Windows, Microsoft Word, Customer Service
Education
College of DuPage
Associate's degree, Business/Commerce, General
Clint Rogers's Principal Financial Group Experience May 2011 - January 2014
Job
Industry Financial Services
Experience
Principal Funds February 2014 - Present
Principal Financial Group May 2011 - January 2014
Principal Financial Group September 2006 - May 2011
Principal Financial Group April 2005 - September 2006
Skills
Series 7, CMFC
Education
Clarke College 1995 — 1999
BA
Principal Funds February 2014 - Present
Principal Financial Group May 2011 - January 2014
Principal Financial Group September 2006 - May 2011
Principal Financial Group April 2005 - September 2006
Skills
Series 7, CMFC
Education
Clarke College 1995 — 1999
BA
Alex Vergilis's Principal Financial Group Experience September 1991 - August 1992
Job Founder and CIO, OLAFE, LLC
Industry Information Technology and Services
Experience
Olafe May 2007 - Present
Citigroup June 1996 - May 2008
Barclays Capital May 1995 - June 1996
AIG September 1992 - May 1995
Principal Financial Group September 1991 - August 1992
Skills
Cloud Computing, Integration, Process Improvement, Product Management, Software Development, IT Strategy, Enterprise Architecture, SaaS, Program Management, Business Continuity, Virtualization, Data Center, Disaster Recovery, Server Architecture, IT Management, Project Management
Education
City University of New York-Brooklyn College 1988 — 1992
BS, Mathematics
Olafe May 2007 - Present
Citigroup June 1996 - May 2008
Barclays Capital May 1995 - June 1996
AIG September 1992 - May 1995
Principal Financial Group September 1991 - August 1992
Skills
Cloud Computing, Integration, Process Improvement, Product Management, Software Development, IT Strategy, Enterprise Architecture, SaaS, Program Management, Business Continuity, Virtualization, Data Center, Disaster Recovery, Server Architecture, IT Management, Project Management
Education
City University of New York-Brooklyn College 1988 — 1992
BS, Mathematics
Donna McConnell's Principal Financial Group Experience April 2003 - Present
Job Sr. Account Executive~Principal Financial Group
Industry Insurance
Experience
Principal Financial Group April 2003 - Present
CIGNA Group Insurance March 2001 - March 2003
Wells Fargo Insurance Services February 1999 - March 2001
Assurant Employee Benefits January 1984 - January 1999
Skills
Disability Insurance, Dental, Employee Benefits, Insurance, Underwriting, Term Life Insurance, Voluntary Benefits, Renewals, Computer Literate, Vision Benefits, Customer Service, Customer Retention, Customer Focus, Account Management, Customer Relations, Microsoft Office, Brokers, Health Insurance, Life Insurance, Management, Health Savings Accounts
Education
City College of San Francisco 2000 — 2002
Business
Principal Financial Group April 2003 - Present
CIGNA Group Insurance March 2001 - March 2003
Wells Fargo Insurance Services February 1999 - March 2001
Assurant Employee Benefits January 1984 - January 1999
Skills
Disability Insurance, Dental, Employee Benefits, Insurance, Underwriting, Term Life Insurance, Voluntary Benefits, Renewals, Computer Literate, Vision Benefits, Customer Service, Customer Retention, Customer Focus, Account Management, Customer Relations, Microsoft Office, Brokers, Health Insurance, Life Insurance, Management, Health Savings Accounts
Education
City College of San Francisco 2000 — 2002
Business
Mark Rosner's Principal Financial Group Experience September 2000 - October 2006
Job Insurance Brokerage Director
Industry Insurance
Experience
National Life Group November 2006 - Present
Principal Financial Group September 2000 - October 2006
Skills
Life Insurance, Fixed Annuities, Retirement Planning, Insurance, Sales, Disability Insurance, Term Life Insurance, Retirement, Long-term Care, Health Insurance, Universal Life, Brokers, Employee Benefits
Education
Baldwin School of NYC 1968 — 1971
City University of New York City College
National Life Group November 2006 - Present
Principal Financial Group September 2000 - October 2006
Skills
Life Insurance, Fixed Annuities, Retirement Planning, Insurance, Sales, Disability Insurance, Term Life Insurance, Retirement, Long-term Care, Health Insurance, Universal Life, Brokers, Employee Benefits
Education
Baldwin School of NYC 1968 — 1971
City University of New York City College
Ryan Swalwell, CPA's Principal Financial Group Experience June 2011 - Present
Job Financial Advisor at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group June 2011 - Present
Principal International September 2009 - July 2011
AEGON May 2008 - September 2009
McGladrey & Pullen September 2005 - May 2008
Education
Coe College 2001 — 2005
Coe College 2001 — 2005
CMB
Principal Financial Group June 2011 - Present
Principal International September 2009 - July 2011
AEGON May 2008 - September 2009
McGladrey & Pullen September 2005 - May 2008
Education
Coe College 2001 — 2005
Coe College 2001 — 2005
CMB
Kevan Forest's Principal Financial Group Experience January 1989 - August 1989
Job Interim Director ITSInformation Systems at University of Northern Iowa
Industry Higher Education
Experience
University of Northern Iowa November 2014 - Present
University of Northern Iowa June 2004 - October 2014
University of Northern Iowa August 1998 - June 2004
CUNA Mutual Group January 1994 - August 1998
CUNA Mutual Group January 1993 - January 1994
CUNA Mutual Group May 1992 - January 1993
CUNA Mutual Group August 1989 - May 1992
Principal Financial Group January 1989 - August 1989
Skills
Database Administration, Data Warehousing, Data Modeling, SQL Tuning, Technical Leadership, Project Management, Oracle E-Business Suite, PeopleSoft, Life Insurance, Higher Education, SQL, Oracle PL/SQL..., Technical Architecture, Large Systems..., Team Leadership, Communication, Strategic Planning, Disaster Recovery, IT Audit, Solaris, Business Intelligence, Integration, Database Design, Microsoft SQL Server, ERP, IT Management, System Administration, Testing, Oracle Applications, CRM, PL/SQL, Unix, SDLC, ETL, Visio, Enterprise Architecture, OBIEE, Shell Scripting, Requirements Gathering, Databases, Leadership, Oracle, Management, DB2, Business Analysis, Requirements Analysis
Education
University of Iowa - Henry B. Tippie College of Business 2006 — 2009
MBA
Clarke College 1985 — 1988
Bachelor of Arts, Computer Science and Mathematics
University of Northern Iowa November 2014 - Present
University of Northern Iowa June 2004 - October 2014
University of Northern Iowa August 1998 - June 2004
CUNA Mutual Group January 1994 - August 1998
CUNA Mutual Group January 1993 - January 1994
CUNA Mutual Group May 1992 - January 1993
CUNA Mutual Group August 1989 - May 1992
Principal Financial Group January 1989 - August 1989
Skills
Database Administration, Data Warehousing, Data Modeling, SQL Tuning, Technical Leadership, Project Management, Oracle E-Business Suite, PeopleSoft, Life Insurance, Higher Education, SQL, Oracle PL/SQL..., Technical Architecture, Large Systems..., Team Leadership, Communication, Strategic Planning, Disaster Recovery, IT Audit, Solaris, Business Intelligence, Integration, Database Design, Microsoft SQL Server, ERP, IT Management, System Administration, Testing, Oracle Applications, CRM, PL/SQL, Unix, SDLC, ETL, Visio, Enterprise Architecture, OBIEE, Shell Scripting, Requirements Gathering, Databases, Leadership, Oracle, Management, DB2, Business Analysis, Requirements Analysis
Education
University of Iowa - Henry B. Tippie College of Business 2006 — 2009
MBA
Clarke College 1985 — 1988
Bachelor of Arts, Computer Science and Mathematics
Touhid Ahmed's Principal Financial Group Experience July 2008 - October 2008
Job System QA Analyst at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo May 2011 - Present
Iowa Foundation for Medical Care 2008 - May 2011
Principal Financial Group July 2008 - October 2008
John Deere Credit January 2008 - July 2008
Wells Fargo January 2007 - December 2007
Skills
Quality Center, Test Planning, SDLC, Waterfall, Quality Assurance, Software Quality..., User Acceptance Testing, Test Automation, Requirements Analysis, Testing, Agile Methodologies, System Testing, Test Cases, SQL, Test Management, Manual Testing, Regression Testing, Test Strategy, Business Requirements, Requirements Gathering, Performance Testing, Visio, Agile Testing, SharePoint, LoadRunner, Software Documentation, System Integration..., Black Box Testing, Systems Analysis, CMMI, XML, Oracle, Databases, Data Warehousing, VBScript, Defect Tracking, Microsoft SQL Server, Resource Management, Integration, PL/SQL, Usability Testing, Web Services, Agile, Visual Studio, Business Process, Integration Testing, Process Improvement, Test Execution, QTP, Business Analysis
Education
City University of New York-Herbert H. Lehman College 1997 — 2001
Bachelor's degree, Computer Information System
Wells Fargo May 2011 - Present
Iowa Foundation for Medical Care 2008 - May 2011
Principal Financial Group July 2008 - October 2008
John Deere Credit January 2008 - July 2008
Wells Fargo January 2007 - December 2007
Skills
Quality Center, Test Planning, SDLC, Waterfall, Quality Assurance, Software Quality..., User Acceptance Testing, Test Automation, Requirements Analysis, Testing, Agile Methodologies, System Testing, Test Cases, SQL, Test Management, Manual Testing, Regression Testing, Test Strategy, Business Requirements, Requirements Gathering, Performance Testing, Visio, Agile Testing, SharePoint, LoadRunner, Software Documentation, System Integration..., Black Box Testing, Systems Analysis, CMMI, XML, Oracle, Databases, Data Warehousing, VBScript, Defect Tracking, Microsoft SQL Server, Resource Management, Integration, PL/SQL, Usability Testing, Web Services, Agile, Visual Studio, Business Process, Integration Testing, Process Improvement, Test Execution, QTP, Business Analysis
Education
City University of New York-Herbert H. Lehman College 1997 — 2001
Bachelor's degree, Computer Information System
Laurie Tell's Principal Financial Group Experience August 1994 - October 1995
Job Controller at Magnolia Management
Industry Health, Wellness and Fitness
Experience
Magnolia Management July 2012 - Present
Mars Veterinary November 2005 - March 2012
MAMSI 2002 - 2005
Hovde Financial September 1999 - October 2001
MedStar Health July 1997 - September 1999
Principal Financial Group August 1994 - October 1995
ULLICO 1990 - 1994
ULLICO 1987 - 1990
Skills
Financial Analysis, Forecasting, Business Strategy, Strategic Planning, Accounting, Process Improvement, Budgets, Financial Modeling, Variance Analysis, Financial Reporting, Internal Controls
Education
University of Maryland University College 2008 — 2010
Masters Certification, ECommerce
Mount St. Mary's University 1993 — 1996
MBA, Finance
Clarion University of Pennsylvania 1983 — 1987
BS, Accounting
Magnolia Management July 2012 - Present
Mars Veterinary November 2005 - March 2012
MAMSI 2002 - 2005
Hovde Financial September 1999 - October 2001
MedStar Health July 1997 - September 1999
Principal Financial Group August 1994 - October 1995
ULLICO 1990 - 1994
ULLICO 1987 - 1990
Skills
Financial Analysis, Forecasting, Business Strategy, Strategic Planning, Accounting, Process Improvement, Budgets, Financial Modeling, Variance Analysis, Financial Reporting, Internal Controls
Education
University of Maryland University College 2008 — 2010
Masters Certification, ECommerce
Mount St. Mary's University 1993 — 1996
MBA, Finance
Clarion University of Pennsylvania 1983 — 1987
BS, Accounting
Chris Blair's Principal Financial Group Experience 2008 - 2011
Job Principal, DC Advisors at Mercer
Industry Financial Services
Experience
Mercer Health & Benefits November 2013 - Present
OneAmerica 2011 - 2013
Principal Financial Group 2008 - 2011
Principal Financial Group 2007 - 2009
Charles Schwab & Co., Inc. 1997 - 2003
Skills
401k, Retirement Plan..., Series 63, Mutual Funds, Series 7, ERISA, Retirement Planning, Profit Sharing, Negotiation, Deferred Compensation, Public Speaking, Sales, 403(b), 457, Series 6, Investment Advisory, Investments, Defined Contribution, Relationship Management, Defined Benefit, Pensions, Asset Allocation, Retirement
Education
Clark University
MBA, Finance
University of New Hampshire - Whittemore School of Business and Economics
BS, Business Administration
Mercer Health & Benefits November 2013 - Present
OneAmerica 2011 - 2013
Principal Financial Group 2008 - 2011
Principal Financial Group 2007 - 2009
Charles Schwab & Co., Inc. 1997 - 2003
Skills
401k, Retirement Plan..., Series 63, Mutual Funds, Series 7, ERISA, Retirement Planning, Profit Sharing, Negotiation, Deferred Compensation, Public Speaking, Sales, 403(b), 457, Series 6, Investment Advisory, Investments, Defined Contribution, Relationship Management, Defined Benefit, Pensions, Asset Allocation, Retirement
Education
Clark University
MBA, Finance
University of New Hampshire - Whittemore School of Business and Economics
BS, Business Administration
Debbie Connelly's Principal Financial Group Experience January 1996 - March 1997
Job Vice President Human Resources at Hyland Software
Industry Human Resources
Experience
Hyland Software January 2005 - Present
Hyland Software April 1997 - December 2004
Principal Financial Group January 1996 - March 1997
Skills
Talent Acquisition, Talent Management, Employee Relations, HRIS, Onboarding, Performance Management, Deferred Compensation, Succession Planning, Employee Engagement, Recruiting, Organizational..., Leadership Development, Technical Recruiting, Organizational..., Executive Search, College Recruiting, Workforce Planning, Training, Executive Coaching, Applicant Tracking...
Education
Cleveland State University 1993 — 1995
Master of Public Administration (MPA), Health/Health Care Administration/Management
Cleveland State University 1988 — 1992
Bachelor of Science (BS), Elementary Education
Hyland Software January 2005 - Present
Hyland Software April 1997 - December 2004
Principal Financial Group January 1996 - March 1997
Skills
Talent Acquisition, Talent Management, Employee Relations, HRIS, Onboarding, Performance Management, Deferred Compensation, Succession Planning, Employee Engagement, Recruiting, Organizational..., Leadership Development, Technical Recruiting, Organizational..., Executive Search, College Recruiting, Workforce Planning, Training, Executive Coaching, Applicant Tracking...
Education
Cleveland State University 1993 — 1995
Master of Public Administration (MPA), Health/Health Care Administration/Management
Cleveland State University 1988 — 1992
Bachelor of Science (BS), Elementary Education
Elizabeth Abercrombie's Principal Financial Group Experience 2008 - Present
Job Client Transition Manager, Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group 2008 - Present
Moveable Cubicle 2004 - 2008
Skills
Management, Retirement Planning, Insurance, Retirement, Employee Benefits, Investments, Life Insurance, Leadership, Financial Services, Financial Planning, Microsoft Office
Education
Clemson University 1999 — 2003
Bachelor of Business Administration (BBA), Business Management
Clemson University - College of Business and Behavioral Science 1999 — 2003
Bachelor of Business Administration (BBA), Business Administration and Management, General
Principal Financial Group 2008 - Present
Moveable Cubicle 2004 - 2008
Skills
Management, Retirement Planning, Insurance, Retirement, Employee Benefits, Investments, Life Insurance, Leadership, Financial Services, Financial Planning, Microsoft Office
Education
Clemson University 1999 — 2003
Bachelor of Business Administration (BBA), Business Management
Clemson University - College of Business and Behavioral Science 1999 — 2003
Bachelor of Business Administration (BBA), Business Administration and Management, General
Joseph (Joey) Feinberg's Principal Financial Group Experience November 2013 - January 2015
Job Area Manager at Trojan Labor
Industry Staffing and Recruiting
Experience
Principal Financial Group November 2013 - January 2015
Self Employed Benefit Cosultant April 2009 - January 2015
Trojan Labor 2014 - 2015
Trojan Labor 2014 - 2015
Wachovia Securities Financial Network January 2000 - August 2008
Skills
Life Insurance, Employee Benefits, Health Insurance, Supplemental Health, Investment Management, Disability Benefits, Business Continuation..., Buy-sell Agreements, Non-Qualified Deferred..., Wealth Accumulation, Disability Income..., Financial Needs Analysis, Income Protection, Informal Business...
Education
Clemson University 1987 — 1991
Archbishop Curley Notre Dame
Principal Financial Group November 2013 - January 2015
Self Employed Benefit Cosultant April 2009 - January 2015
Trojan Labor 2014 - 2015
Trojan Labor 2014 - 2015
Wachovia Securities Financial Network January 2000 - August 2008
Skills
Life Insurance, Employee Benefits, Health Insurance, Supplemental Health, Investment Management, Disability Benefits, Business Continuation..., Buy-sell Agreements, Non-Qualified Deferred..., Wealth Accumulation, Disability Income..., Financial Needs Analysis, Income Protection, Informal Business...
Education
Clemson University 1987 — 1991
Archbishop Curley Notre Dame
Johnny Swan's Principal Financial Group Experience January 1986 - December 1987
Job President and Owner, Swan Visual Studio
Industry Information Technology and Services
Experience
Swan Visual Studio November 2002 - Present
McDonald's August 1994 - November 2001
United Airlines January 1988 - August 1994
Principal Financial Group January 1986 - December 1987
Skills
Leadership, SDLC, Project Management, Business Intelligence, Business Analysis, Training, Management, Team Building, Strategic Planning
Education
Chicago State University 1980 — 1984
BS, Computer Science
Lindblom High
Lindblom High
Swan Visual Studio November 2002 - Present
McDonald's August 1994 - November 2001
United Airlines January 1988 - August 1994
Principal Financial Group January 1986 - December 1987
Skills
Leadership, SDLC, Project Management, Business Intelligence, Business Analysis, Training, Management, Team Building, Strategic Planning
Education
Chicago State University 1980 — 1984
BS, Computer Science
Lindblom High
Lindblom High
Gabe A. Rohwedder - CRPC®, LUTCF's Principal Financial Group Experience February 2008 - April 2012
Job 3193614956 Plan. Protect. Prosper. Financial Advisor at Securian Advisors MidAmerica, Inc.
Industry Financial Services
Experience
Securian Advisors MidAmerica, Inc. October 2012 - Present
Principal Financial Group February 2008 - April 2012
World Trend Financial March 2006 - October 2007
Diversified March 1999 - November 2005
Skills
Investments, Equities, Business Strategy, Asset Managment, Portfolio Management, Investment Banking, Risk Management, Strategic Planning, Fixed Income, Valuation, Financial Modeling, Strategic Financial..., Asset Allocation, Investment Strategies, Retirement, Securities, Financial Advisory, Financial Services, 401k, Finance, Series 7, Wealth Management, Investment Advisory, Retirement Planning, Fixed Annuities, Series 6, Mutual Funds, Series 63, IRAs, Disability Insurance, Insurance
Education
College for Financial Planning 2005 — 2006
Chartered Retirement Planning Counselor - CRPC®, Financial Planning and Services
Mount Mercy College 2000 — 2004
Bachelor of Science (B.S.), Business Administration and Management, General
Kirkwood Community College 1995 — 1998
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
high school 1992 — 1995
Securian Advisors MidAmerica, Inc. October 2012 - Present
Principal Financial Group February 2008 - April 2012
World Trend Financial March 2006 - October 2007
Diversified March 1999 - November 2005
Skills
Investments, Equities, Business Strategy, Asset Managment, Portfolio Management, Investment Banking, Risk Management, Strategic Planning, Fixed Income, Valuation, Financial Modeling, Strategic Financial..., Asset Allocation, Investment Strategies, Retirement, Securities, Financial Advisory, Financial Services, 401k, Finance, Series 7, Wealth Management, Investment Advisory, Retirement Planning, Fixed Annuities, Series 6, Mutual Funds, Series 63, IRAs, Disability Insurance, Insurance
Education
College for Financial Planning 2005 — 2006
Chartered Retirement Planning Counselor - CRPC®, Financial Planning and Services
Mount Mercy College 2000 — 2004
Bachelor of Science (B.S.), Business Administration and Management, General
Kirkwood Community College 1995 — 1998
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
high school 1992 — 1995
Brian Self's Principal Financial Group Experience July 2014 - Present
Job Managing Director at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group July 2014 - Present
Principal Financial Group February 2014 - Present
Merrill Lynch December 2010 - February 2014
Edward Jones June 2009 - January 2011
UBS October 2006 - April 2009
Virtela Communications August 2004 - October 2007
BT Infonet December 1999 - September 2003
Infonet (purchased by BT Nov 2004) 1999 - 2003
Infonet Services Corporation 1999 - 2003
Skills
Sales, Business Process, Strategy, Mergers & Acquisitions, Start-ups, Finance, Executive Management, Business Development, Management, Leadership, CRM, Vendor Management, Telecommunications, Microsoft Excel, Insurance, Business Analysis, Sales Management, Business Strategy, New Business Development, Strategic Planning
Education
Chapman University 1996 — 1998
MBA, Business
Harvey Mudd College 1985 — 1987
BS, Engineering
Claremont McKenna College 1982 — 1987
Bachelor of Arts (B.A.), Management Engineering
Principal Financial Group July 2014 - Present
Principal Financial Group February 2014 - Present
Merrill Lynch December 2010 - February 2014
Edward Jones June 2009 - January 2011
UBS October 2006 - April 2009
Virtela Communications August 2004 - October 2007
BT Infonet December 1999 - September 2003
Infonet (purchased by BT Nov 2004) 1999 - 2003
Infonet Services Corporation 1999 - 2003
Skills
Sales, Business Process, Strategy, Mergers & Acquisitions, Start-ups, Finance, Executive Management, Business Development, Management, Leadership, CRM, Vendor Management, Telecommunications, Microsoft Excel, Insurance, Business Analysis, Sales Management, Business Strategy, New Business Development, Strategic Planning
Education
Chapman University 1996 — 1998
MBA, Business
Harvey Mudd College 1985 — 1987
BS, Engineering
Claremont McKenna College 1982 — 1987
Bachelor of Arts (B.A.), Management Engineering
Alex Szalinski's Principal Financial Group Experience November 1983 - August 1998
Job 911 Telecommunicator
Industry Public Safety
Experience
RPD December 2008 - Present
A-Orland Driving School January 2007 - Present
Our Lady of Angels Senior Living Community March 2006 - March 2008
St Mary Immaculate Parish March 1999 - October 2005
Principal Financial Group November 1983 - August 1998
Skills
Customer Service, Mentoring, Teaching, Leadership Development, Team Building, Coaching, Organizing, Planning, Teamwork, Team Management, Telecommunications, Supervisory Skills, Training & Development, Writing, Team Leadership, Database Administration, Editing, Public Speaking, Problem Solving, Fundraising, Non-profits, Administration, Documentation, Account Management, Budgeting, Change Management, Grant Writing, Event Management, Event Planning, Employee Relations, Financial Analysis, Hiring, Hospitality, Insurance, Key Account Management, Keynote, Newsletters, Operations Management, Quality Management, Diversity Training, Financial Management, Stewardship, Capital Projects
Education
Northern Illinois University - College of Business 1981 — 1983
Bachelor of Science, Finance
College of DuPage 1979 — 1981
Associate of Science, Business
RPD December 2008 - Present
A-Orland Driving School January 2007 - Present
Our Lady of Angels Senior Living Community March 2006 - March 2008
St Mary Immaculate Parish March 1999 - October 2005
Principal Financial Group November 1983 - August 1998
Skills
Customer Service, Mentoring, Teaching, Leadership Development, Team Building, Coaching, Organizing, Planning, Teamwork, Team Management, Telecommunications, Supervisory Skills, Training & Development, Writing, Team Leadership, Database Administration, Editing, Public Speaking, Problem Solving, Fundraising, Non-profits, Administration, Documentation, Account Management, Budgeting, Change Management, Grant Writing, Event Management, Event Planning, Employee Relations, Financial Analysis, Hiring, Hospitality, Insurance, Key Account Management, Keynote, Newsletters, Operations Management, Quality Management, Diversity Training, Financial Management, Stewardship, Capital Projects
Education
Northern Illinois University - College of Business 1981 — 1983
Bachelor of Science, Finance
College of DuPage 1979 — 1981
Associate of Science, Business
William Mike Tates's Principal Financial Group Experience January 2012 - September 2012
Job Regional Sales Director Central Region. Empower Retirement
Industry Financial Services
Experience
EMPOWER Retirement May 2015 - Present
Metlife Resources October 2012 - May 2015
Principal Financial Group January 2012 - September 2012
Capital One September 2009 - November 2010
JPMorgan Chase May 2008 - September 2009
KeyBank August 2005 - May 2008
Brazos County January 2005 - August 2005
Wells Fargo Bank July 2001 - December 2004
Skills
Series 7, Series 63, Retirement Planning, Wealth Management, Lines Of Credit, IRA's, Financial Planning, Small Business Lending, Commercial Banking, Annuities, Annuity, Asset Allocation, Retirement, Credit, Mutual Funds, Securities, Investments, Portfolio Management, Mortgage, Financial Advisory, 401k, Loans, Savings, Cash Management
Education
City University of Seattle 2004 — 2006
MBA, Finance
Howard Payne University 1996 — 2001
Bachelor Business Administration, Finance
EMPOWER Retirement May 2015 - Present
Metlife Resources October 2012 - May 2015
Principal Financial Group January 2012 - September 2012
Capital One September 2009 - November 2010
JPMorgan Chase May 2008 - September 2009
KeyBank August 2005 - May 2008
Brazos County January 2005 - August 2005
Wells Fargo Bank July 2001 - December 2004
Skills
Series 7, Series 63, Retirement Planning, Wealth Management, Lines Of Credit, IRA's, Financial Planning, Small Business Lending, Commercial Banking, Annuities, Annuity, Asset Allocation, Retirement, Credit, Mutual Funds, Securities, Investments, Portfolio Management, Mortgage, Financial Advisory, 401k, Loans, Savings, Cash Management
Education
City University of Seattle 2004 — 2006
MBA, Finance
Howard Payne University 1996 — 2001
Bachelor Business Administration, Finance
Terence Durrant's Principal Financial Group Experience March 2003 - August 2004
Job Independent Real Estate Professional
Industry Insurance
Experience
Perfect Solution Realty August 2004 - Present
Community Renewal Team 2009 - 2012
Principal Financial Group March 2003 - August 2004
New England Healthcare Employees Union June 1995 - April 2000
Skills
Microsoft Excel, Microsoft Word, Workers Compensation, Auditing, Mediation, Pensions, Labor Relations, Arbitration, Negotiation, Real Estate, Property, Insurance, Contract Negotiation, Human Resources, Outlook, Investments, Team Building, Business Planning, Coaching, Strategic Planning, Budgets, Fundraising, Nonprofits, Employee Benefits, Access, Leadership, Microsoft Office, PowerPoint, Training
Education
Western New England College School of Law 1998 — 2002
law, law
Cheyney University of Pennsylvania 1990 — 1994
bs, business managment
Perfect Solution Realty August 2004 - Present
Community Renewal Team 2009 - 2012
Principal Financial Group March 2003 - August 2004
New England Healthcare Employees Union June 1995 - April 2000
Skills
Microsoft Excel, Microsoft Word, Workers Compensation, Auditing, Mediation, Pensions, Labor Relations, Arbitration, Negotiation, Real Estate, Property, Insurance, Contract Negotiation, Human Resources, Outlook, Investments, Team Building, Business Planning, Coaching, Strategic Planning, Budgets, Fundraising, Nonprofits, Employee Benefits, Access, Leadership, Microsoft Office, PowerPoint, Training
Education
Western New England College School of Law 1998 — 2002
law, law
Cheyney University of Pennsylvania 1990 — 1994
bs, business managment
Amir Rahman, MBA's Principal Financial Group Experience January 2006 - April 2007
Job AVP, Business Process Management at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo June 2010 - Present
Data Builder, Inc May 2009 - June 2010
J&P Cycles November 2007 - May 2009
Aviva April 2007 - December 2007
Principal Financial Group January 2006 - April 2007
ADTRACK 2004 - 2006
Skills
Six Sigma, SDLC, Business Intelligence, Project Management, Cloud Computing, SaaS, Software Development, Agile Methodologies, Management, Analytics, Databases, CRM, Leadership, E-commerce, Requirements Analysis, SharePoint, Cross-functional Team..., Enterprise Architecture, Outsourcing, Scrum, Software Project..., XML, Business Analysis
Education
University of Iowa 2007 — 2009
MBA, Finance
Coe College 1996 — 2000
Bachelors, Computer Science and Mathematics
Wells Fargo June 2010 - Present
Data Builder, Inc May 2009 - June 2010
J&P Cycles November 2007 - May 2009
Aviva April 2007 - December 2007
Principal Financial Group January 2006 - April 2007
ADTRACK 2004 - 2006
Skills
Six Sigma, SDLC, Business Intelligence, Project Management, Cloud Computing, SaaS, Software Development, Agile Methodologies, Management, Analytics, Databases, CRM, Leadership, E-commerce, Requirements Analysis, SharePoint, Cross-functional Team..., Enterprise Architecture, Outsourcing, Scrum, Software Project..., XML, Business Analysis
Education
University of Iowa 2007 — 2009
MBA, Finance
Coe College 1996 — 2000
Bachelors, Computer Science and Mathematics
Joe Payton's Principal Financial Group Experience June 1972 - December 2003
Job Recruiting Manager at Pella Corporation
Industry Consumer Goods
Experience
Pella Corporation January 2004 - Present
Principal Financial Group June 1972 - December 2003
Skills
Talent Acquisition, Applicant Tracking..., Onboarding, College Recruiting, Talent Management, Training, HRIS, Succession Planning, Employee Engagement, Employee Relations, Technical Recruiting, Temporary Placement, Human Resources, Performance Management, Sourcing, Employer Branding, Workforce Planning, Recruiting, Interviews, Coaching, Employee Benefits, Deferred Compensation, Career Development, Hiring, Benefits Administration, Internet Recruiting, HR Policies, Personnel Management, New Hire Orientations, PeopleSoft, HR Consulting, Cold Calling
Education
Coe College 1967 — 1972
BA, Economics
Coe College 1967 — 1972
Bachelor's degree, Economics
Pella Corporation January 2004 - Present
Principal Financial Group June 1972 - December 2003
Skills
Talent Acquisition, Applicant Tracking..., Onboarding, College Recruiting, Talent Management, Training, HRIS, Succession Planning, Employee Engagement, Employee Relations, Technical Recruiting, Temporary Placement, Human Resources, Performance Management, Sourcing, Employer Branding, Workforce Planning, Recruiting, Interviews, Coaching, Employee Benefits, Deferred Compensation, Career Development, Hiring, Benefits Administration, Internet Recruiting, HR Policies, Personnel Management, New Hire Orientations, PeopleSoft, HR Consulting, Cold Calling
Education
Coe College 1967 — 1972
BA, Economics
Coe College 1967 — 1972
Bachelor's degree, Economics
Carla Schindler's Principal Financial Group Experience January 1989 - June 1991
Job AVP, Relationship Analyst at Rabo AgriFinance, East Lansing MI
Industry Banking
Experience
Rabo AgriFinance December 2012 - Present
Fifth Third Bank September 2007 - December 2012
Comerica Bank 1991 - 2006
Principal Financial Group January 1989 - June 1991
FDIC June 1986 - January 1989
Skills
Banking, Commercial Lending, Loans, Commercial Banking, Credit, Para legal, Credit Analysis, Small Business Lending, Portfolio Management, Finance, Consumer Lending, Credit Risk, Mortgage Lending
Education
Cleary University 1996 — 1998
Bachelor of Business Administration (BBA)
Rabo AgriFinance December 2012 - Present
Fifth Third Bank September 2007 - December 2012
Comerica Bank 1991 - 2006
Principal Financial Group January 1989 - June 1991
FDIC June 1986 - January 1989
Skills
Banking, Commercial Lending, Loans, Commercial Banking, Credit, Para legal, Credit Analysis, Small Business Lending, Portfolio Management, Finance, Consumer Lending, Credit Risk, Mortgage Lending
Education
Cleary University 1996 — 1998
Bachelor of Business Administration (BBA)
Mark Hassler's Principal Financial Group Experience 2007 - 2008
Job Account manager
Industry Insurance
Experience
Sentry Insurance February 2015 - Present
American Family Insurance May 2010 - Present
Allstate Insurance June 2008 - May 2010
Wachovia Bank June 2004 - March 2008
Principal Financial Group 2007 - 2008
Skills
Life Insurance, Leadership, Insurance, Health Insurance, Small Business, Term Life Insurance, Disability Insurance, Team Building, Customer Service
Education
Cincinnati Christian University 1981 — 1984
Master's degree, Pastoral Studies/Counseling
Sentry Insurance February 2015 - Present
American Family Insurance May 2010 - Present
Allstate Insurance June 2008 - May 2010
Wachovia Bank June 2004 - March 2008
Principal Financial Group 2007 - 2008
Skills
Life Insurance, Leadership, Insurance, Health Insurance, Small Business, Term Life Insurance, Disability Insurance, Team Building, Customer Service
Education
Cincinnati Christian University 1981 — 1984
Master's degree, Pastoral Studies/Counseling
Bill Hollway, CFP's Principal Financial Group Experience March 1995 - May 1998
Job Financial Advisor
Industry Financial Services
Experience
Self Employed January 2010 - Present
John Hancock Financial Network January 2010 - April 2012
Wells Fargo Investments May 1998 - January 2010
Principal Financial Group March 1995 - May 1998
Skills
Retirement Planning, Retirement, Wealth Management, Investment Advisory, Fixed Annuities, Securities, Investment Management, 401k, Series 63, Strategic Financial..., Portfolio Management, Investments, Asset Managment, Insurance
Education
College for Financial Planning 1987 — 1989
Certified Financial Planner
University of Minnesota-Twin Cities 1979 — 1983
Bachelor of Arts, Communications
Self Employed January 2010 - Present
John Hancock Financial Network January 2010 - April 2012
Wells Fargo Investments May 1998 - January 2010
Principal Financial Group March 1995 - May 1998
Skills
Retirement Planning, Retirement, Wealth Management, Investment Advisory, Fixed Annuities, Securities, Investment Management, 401k, Series 63, Strategic Financial..., Portfolio Management, Investments, Asset Managment, Insurance
Education
College for Financial Planning 1987 — 1989
Certified Financial Planner
University of Minnesota-Twin Cities 1979 — 1983
Bachelor of Arts, Communications
Don Seifried's Principal Financial Group Experience June 1994 - June 1996
Job VP Business Intelligence at Advanced Technologies Group
Industry Information Technology and Services
Experience
Advanced Technologies Group December 1996 - Present
Wellmark June 1996 - November 1996
Principal Financial Group June 1994 - June 1996
Skills
SQL, Microsoft SQL Server, Data Warehousing, Databases, Business Intelligence, SDLC, .NET, Requirements Analysis, Enterprise Architecture, Visual Studio, Business Analysis, ASP.NET, SharePoint, C#, Visio, Disaster Recovery
Education
University of Nebraska at Kearney 1991 — 1994
Bachelor of Science, Management Information Systems/Computer Information Systems
Chadron State College 1989 — 1991
Business
Advanced Technologies Group December 1996 - Present
Wellmark June 1996 - November 1996
Principal Financial Group June 1994 - June 1996
Skills
SQL, Microsoft SQL Server, Data Warehousing, Databases, Business Intelligence, SDLC, .NET, Requirements Analysis, Enterprise Architecture, Visual Studio, Business Analysis, ASP.NET, SharePoint, C#, Visio, Disaster Recovery
Education
University of Nebraska at Kearney 1991 — 1994
Bachelor of Science, Management Information Systems/Computer Information Systems
Chadron State College 1989 — 1991
Business
Daniel Barry's Principal Financial Group Experience January 2015 - July 2015
Job Senior Vice President at Lockton Companies
Industry Insurance
Experience
Lockton Companies July 2015 - Present
Principal Financial Group January 2015 - July 2015
Principal Financial Group September 1998 - July 2015
Town of Weddington December 2009 - December 2013
Barry for Congress July 2011 - May 2012
AALU 2010 - May 2012
Unum 1990 - 1993
Alex McMillan 1988 - 1988
Skills
Politics, 401k, Estate Planning, Retirement, Employee Benefits, Retirement Planning, Fixed Annuities, Insurance, Life Insurance, Disability Insurance, Long-term Care, Series 7, Series 6, Executive Pay, Mutual Funds, Financial Advisory, Strategic Planning, Brokers, Term Life Insurance
Education
College of Charleston 1984 — 1988
BS, Political Science
The Asheville School 1982 — 1984
Lockton Companies July 2015 - Present
Principal Financial Group January 2015 - July 2015
Principal Financial Group September 1998 - July 2015
Town of Weddington December 2009 - December 2013
Barry for Congress July 2011 - May 2012
AALU 2010 - May 2012
Unum 1990 - 1993
Alex McMillan 1988 - 1988
Skills
Politics, 401k, Estate Planning, Retirement, Employee Benefits, Retirement Planning, Fixed Annuities, Insurance, Life Insurance, Disability Insurance, Long-term Care, Series 7, Series 6, Executive Pay, Mutual Funds, Financial Advisory, Strategic Planning, Brokers, Term Life Insurance
Education
College of Charleston 1984 — 1988
BS, Political Science
The Asheville School 1982 — 1984
Chris Lantzy's Principal Financial Group Experience March 2014 - Present
Job IT Application Analyst Lead at Principal Financial Group
Industry Information Technology and Services
Experience
Principal Financial Group March 2014 - Present
Precision Systems July 2013 - September 2013
Precision Systems March 2012 - March 2013
Serco - North America September 2009 - March 2012
Progressive Insurance February 1991 - November 2007
Skills
Visual C#, Smalltalk, ASP.NET, Microsoft SQL Server, Selenium, NUnit, SUnit, XML, XML Spy, XML Schema, HTML, JavaScript, Agile Methodologies, C#, Requirements Analysis, User Acceptance Testing, Testing, Visual Studio, Test Automation, SDLC, DB2
Education
Cleveland State University 1993 — 1997
Business Administration and Management, General
Lakeland Community College 1985 — 1987
A.A.B., Computer Programming
Principal Financial Group March 2014 - Present
Precision Systems July 2013 - September 2013
Precision Systems March 2012 - March 2013
Serco - North America September 2009 - March 2012
Progressive Insurance February 1991 - November 2007
Skills
Visual C#, Smalltalk, ASP.NET, Microsoft SQL Server, Selenium, NUnit, SUnit, XML, XML Spy, XML Schema, HTML, JavaScript, Agile Methodologies, C#, Requirements Analysis, User Acceptance Testing, Testing, Visual Studio, Test Automation, SDLC, DB2
Education
Cleveland State University 1993 — 1997
Business Administration and Management, General
Lakeland Community College 1985 — 1987
A.A.B., Computer Programming
Suzanne McAbee's Principal Financial Group Experience April 2011 - Present
Job Internal Sales Specialist
Industry Insurance
Experience
Principal Financial Group April 2011 - Present
MetLife December 2009 - March 2011
Education
Clemson University 1996 — 2000
BS
Principal Financial Group April 2011 - Present
MetLife December 2009 - March 2011
Education
Clemson University 1996 — 2000
BS
Cherie Mason's Principal Financial Group Experience March 2012 - Present
Job Regional Retirement Specialist/ Employee Benefit Specialist at Principal Financial Group/ Princor Registered Rep
Industry Financial Services
Experience
Principal Financial Group March 2012 - Present
American Family Life Assurance Co July 2010 - October 2011
Wells Fargo Advantage July 2008 - January 2010
Old Mutual November 2005 - July 2008
Northern January 2001 - October 2005
Morgan Stanley March 2000 - December 2000
Banc of America January 1999 - March 2000
Bank of America April 1997 - July 1999
Commercial Federal Bank June 1990 - April 1997
Skills
Mutual Funds, Retirement, Investments, Financial Services, Securities, 401k, Retirement Planning, IRAs, Financial Advisory, Insurance, Portfolio Management, Management, Finance, Employee Benefits, Economics, Fixed Annuities, Wealth Management, Relationship Management, Life Insurance, Asset Allocation, Small Business, Business Development, Asset Managment, Disability Insurance, Equities, Strategic Financial..., Financial Planners, Brokers, Investment Advisory, Estate Planning, Pensions, Long-term Care, Uniform Combined State..., Investment Strategies
Education
Keller Graduate School of Management of DeVry University
Master’s Degree, Accounting and Financial Management - Accouting
Metropolitan State University of Denver 2001 — 2004
Bachelors, Finance
College for Financial Planning
Master's, Financial Planning
Principal Financial Group March 2012 - Present
American Family Life Assurance Co July 2010 - October 2011
Wells Fargo Advantage July 2008 - January 2010
Old Mutual November 2005 - July 2008
Northern January 2001 - October 2005
Morgan Stanley March 2000 - December 2000
Banc of America January 1999 - March 2000
Bank of America April 1997 - July 1999
Commercial Federal Bank June 1990 - April 1997
Skills
Mutual Funds, Retirement, Investments, Financial Services, Securities, 401k, Retirement Planning, IRAs, Financial Advisory, Insurance, Portfolio Management, Management, Finance, Employee Benefits, Economics, Fixed Annuities, Wealth Management, Relationship Management, Life Insurance, Asset Allocation, Small Business, Business Development, Asset Managment, Disability Insurance, Equities, Strategic Financial..., Financial Planners, Brokers, Investment Advisory, Estate Planning, Pensions, Long-term Care, Uniform Combined State..., Investment Strategies
Education
Keller Graduate School of Management of DeVry University
Master’s Degree, Accounting and Financial Management - Accouting
Metropolitan State University of Denver 2001 — 2004
Bachelors, Finance
College for Financial Planning
Master's, Financial Planning
Frances M. Longshore, CFP®'s Principal Financial Group Experience 2012 - Present
Job President at Longshore Financial Group
Industry Financial Services
Experience
Principal Financial Group 2012 - Present
Longshore Financial Group 1988 - Present
Skills
Business Strategy, Strategic Planning, New Business Development, Investments
Education
College for Financial Planning
Certified Financial Planning Practitioner
Cornell University
BS
Principal Financial Group 2012 - Present
Longshore Financial Group 1988 - Present
Skills
Business Strategy, Strategic Planning, New Business Development, Investments
Education
College for Financial Planning
Certified Financial Planning Practitioner
Cornell University
BS
Yen-Ling Chai's Principal Financial Group Experience May 2004 - October 2009
Job Sr. IT Data/System Analyst
Industry Financial Services
Experience
Pioneer Hi-Bred International Inc October 2009 - April 2011
Principal Financial Group May 2004 - October 2009
Principal Financial Group July 2003 - May 2004
Principal Financial Group September 1999 - July 2003
Principal Financial Group May 1998 - September 1999
JoAnn(fabric and craft) Stores March 1997 - March 1998
Skills
SQL Tuning, Data Manipulation, Enterprise Systems..., Database Administration, Database Design, Reporting & Analysis, System Administration, Systems Analysis, WebSphere MQ, SQL DB2, Customer Support, Troubleshooting, Highly detail oriented, Result Oriented, Data Analysis, Data Management, Big-picture Thinking, ETL, Business Analysis, Databases
Education
Cleveland State University
Candidate of MS
Michigan State University
Master of Science (MSc)
Tunghai University
Bachelor of Science (BS)
Pioneer Hi-Bred International Inc October 2009 - April 2011
Principal Financial Group May 2004 - October 2009
Principal Financial Group July 2003 - May 2004
Principal Financial Group September 1999 - July 2003
Principal Financial Group May 1998 - September 1999
JoAnn(fabric and craft) Stores March 1997 - March 1998
Skills
SQL Tuning, Data Manipulation, Enterprise Systems..., Database Administration, Database Design, Reporting & Analysis, System Administration, Systems Analysis, WebSphere MQ, SQL DB2, Customer Support, Troubleshooting, Highly detail oriented, Result Oriented, Data Analysis, Data Management, Big-picture Thinking, ETL, Business Analysis, Databases
Education
Cleveland State University
Candidate of MS
Michigan State University
Master of Science (MSc)
Tunghai University
Bachelor of Science (BS)
Cort Bradbury's Principal Financial Group Experience June 2005 - October 2014
Job Financial Advisor with 20+ years of experience
Industry Financial Services
Experience
Heritage Wealth Partners November 2014 - Present
NAIFA-Columbus and NAIFA-Ohio 2000 - Present
Principal Financial Group June 2005 - October 2014
McCloy Financial Services 2000 - 2005
New England Financial 1995 - 2005
Skills
Finance, Sales, Risk Management, Series 24, Portfolio Management, Brokers, Financial Analysis, FINRA, Property & Casualty..., Strategic Planning, Small Business, Commercial Insurance, Investment Management, General Insurance, Alternative Investments, Team Building, Succession Planning, Public Speaking, Coaching, Leadership Development
Education
The American College 2011 — 2013
CLF, Chartered Leadership Fellow
LILI 2006 — 2006
Leadership in Life Institute
The American College 1999 — 2003
CLU, Chartered Life Underwriter
Centre College 1978 — 1982
BA, English
Heritage Wealth Partners November 2014 - Present
NAIFA-Columbus and NAIFA-Ohio 2000 - Present
Principal Financial Group June 2005 - October 2014
McCloy Financial Services 2000 - 2005
New England Financial 1995 - 2005
Skills
Finance, Sales, Risk Management, Series 24, Portfolio Management, Brokers, Financial Analysis, FINRA, Property & Casualty..., Strategic Planning, Small Business, Commercial Insurance, Investment Management, General Insurance, Alternative Investments, Team Building, Succession Planning, Public Speaking, Coaching, Leadership Development
Education
The American College 2011 — 2013
CLF, Chartered Leadership Fellow
LILI 2006 — 2006
Leadership in Life Institute
The American College 1999 — 2003
CLU, Chartered Life Underwriter
Centre College 1978 — 1982
BA, English
Natalie Indelicato's Principal Financial Group Experience January 1989 - April 1992
Job Account Manager at UnitedHealthcare
Industry Insurance
Experience
UnitedHealthcare August 2007 - Present
Oxford Health Plans April 1992 - June 1998
Principal Financial Group January 1989 - April 1992
Skills
Health Savings Accounts, Health Insurance, Brokers, Insurance, Medicare, Disability Insurance, Health Policy, Employee Benefits, Dentistry, Account Management, Benefits Administration, Sales Management, Healthcare, Umbrella Insurance, Professional Liability, Life Insurance
Education
City University of New York-College of Staten Island 1987 — 1989
Associate's degree, Business/Managerial Economics
UnitedHealthcare August 2007 - Present
Oxford Health Plans April 1992 - June 1998
Principal Financial Group January 1989 - April 1992
Skills
Health Savings Accounts, Health Insurance, Brokers, Insurance, Medicare, Disability Insurance, Health Policy, Employee Benefits, Dentistry, Account Management, Benefits Administration, Sales Management, Healthcare, Umbrella Insurance, Professional Liability, Life Insurance
Education
City University of New York-College of Staten Island 1987 — 1989
Associate's degree, Business/Managerial Economics
Elsa S Griffiths's Principal Financial Group Experience September 2013 - Present
Job Dental Managed Care Consultant at Principal Financial Group
Industry Real Estate
Experience
Principal Financial Group September 2013 - Present
Ventana Medical Systems April 2011 - April 2012
Martin Insurance Agency November 2010 - April 2011
FlightSafety International April 2009 - December 2010
Desert Eye Associates June 2009 - August 2009
Effortless HR February 2008 - February 2009
LandAmerica Commonwealth April 2004 - January 2008
Chicago Title May 2003 - January 2004
Fidelity National Title January 2002 - April 2003
Northern Counties Title Insurance Co. May 2001 - February 2002
Skills
Management, Time Management, Event Planning, Customer Service, Data Entry, Access, Microsoft Excel, Email Marketing, Blogging, Real Estate, Policy, Research, Human Resources, Training, Employee Relations, Recruiting, Employee Benefits, Leadership, Microsoft Office, Interviews
Education
Pima Community College 2010 — 2011
Business/Accounting
New Horizons Computer Learning Center 2008 — 2008
Certificate of Excel 2003
Chaffey College 1996 — 1996
Insurance Biller Certificate
Principal Financial Group September 2013 - Present
Ventana Medical Systems April 2011 - April 2012
Martin Insurance Agency November 2010 - April 2011
FlightSafety International April 2009 - December 2010
Desert Eye Associates June 2009 - August 2009
Effortless HR February 2008 - February 2009
LandAmerica Commonwealth April 2004 - January 2008
Chicago Title May 2003 - January 2004
Fidelity National Title January 2002 - April 2003
Northern Counties Title Insurance Co. May 2001 - February 2002
Skills
Management, Time Management, Event Planning, Customer Service, Data Entry, Access, Microsoft Excel, Email Marketing, Blogging, Real Estate, Policy, Research, Human Resources, Training, Employee Relations, Recruiting, Employee Benefits, Leadership, Microsoft Office, Interviews
Education
Pima Community College 2010 — 2011
Business/Accounting
New Horizons Computer Learning Center 2008 — 2008
Certificate of Excel 2003
Chaffey College 1996 — 1996
Insurance Biller Certificate
Danyel Harris's Principal Financial Group Experience January 1999 - August 2002
Job Senior Fleet Program Manager GE Wind Turbines
Industry Mechanical or Industrial Engineering
Experience
General Electric August 2010 - Present
General Electric April 2004 - August 2010
GE August 2002 - April 2004
Principal Financial Group January 1999 - August 2002
ADP January 1996 - January 1999
Amana Appliances January 1994 - May 1995
Skills
DMAIC, Six Sigma, Black Belt, Lean Manufacturing, Value Stream Mapping, Green Belt, Kaizen, Continuous Improvement, Manufacturing..., Operational Excellence, Manufacturing..., Manufacturing Operations, Standard Work, Manufacturing, MRP, Power Generation, 5S, Kanban, Root Cause Analysis, FMEA, Engineering, Engineering Management, Cross-functional Team..., Aerospace, Supply Chain Management, Process Improvement
Education
Clemson University 2002 — 2004
Masters, Business Administration
Iowa State University 1992 — 1998
BS, Engineering
General Electric August 2010 - Present
General Electric April 2004 - August 2010
GE August 2002 - April 2004
Principal Financial Group January 1999 - August 2002
ADP January 1996 - January 1999
Amana Appliances January 1994 - May 1995
Skills
DMAIC, Six Sigma, Black Belt, Lean Manufacturing, Value Stream Mapping, Green Belt, Kaizen, Continuous Improvement, Manufacturing..., Operational Excellence, Manufacturing..., Manufacturing Operations, Standard Work, Manufacturing, MRP, Power Generation, 5S, Kanban, Root Cause Analysis, FMEA, Engineering, Engineering Management, Cross-functional Team..., Aerospace, Supply Chain Management, Process Improvement
Education
Clemson University 2002 — 2004
Masters, Business Administration
Iowa State University 1992 — 1998
BS, Engineering
Maria Steckel's Principal Financial Group Experience January 2012 - Present
Job Program Manager at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group January 2012 - Present
Principal Financial Group June 2006 - December 2011
Skills
SDLC, Agile Project Management, Certified Scrum Master, Vendor System..., Software Quality..., Establishing Quality...
Education
Clarke College 1983 — 1987
BS Comp Sci, BS Math
Principal Financial Group January 2012 - Present
Principal Financial Group June 2006 - December 2011
Skills
SDLC, Agile Project Management, Certified Scrum Master, Vendor System..., Software Quality..., Establishing Quality...
Education
Clarke College 1983 — 1987
BS Comp Sci, BS Math
Jon Beem's Principal Financial Group Experience July 2011 - November 2011
Job Development Analyst at Intracorp Real Estate
Industry Real Estate
Experience
Intracorp Real Estate July 2014 - Present
Northwest Commercial Mortgage February 2012 - June 2014
Unico Properties LLC October 2011 - February 2012
Principal Financial Group July 2011 - November 2011
Principal Financial Group January 2011 - July 2011
Northwest Commercial Mortgage Company September 2008 - December 2010
Wells Fargo Financial May 2008 - September 2008
Skills
Real Estate, Investments, Investment Properties, Asset Managment, Valuation, Financial Analysis, Loans, CMBS, Mortgage Lending, Microsoft Excel, Underwriting, Real Estate Financing, Commercial Mortgages, Real Estate Economics, Disposition, Financial Modeling, Due Diligence, Customer Service, Portfolio Management, Property Management, Credit, Asset Management, Finance
Education
University of Washington 2012 — 2014
Master's of Science in Real Estate, Real Estate
University of Puget Sound 2004 — 2008
BA, Business, History
Charles University in Prague
Intracorp Real Estate July 2014 - Present
Northwest Commercial Mortgage February 2012 - June 2014
Unico Properties LLC October 2011 - February 2012
Principal Financial Group July 2011 - November 2011
Principal Financial Group January 2011 - July 2011
Northwest Commercial Mortgage Company September 2008 - December 2010
Wells Fargo Financial May 2008 - September 2008
Skills
Real Estate, Investments, Investment Properties, Asset Managment, Valuation, Financial Analysis, Loans, CMBS, Mortgage Lending, Microsoft Excel, Underwriting, Real Estate Financing, Commercial Mortgages, Real Estate Economics, Disposition, Financial Modeling, Due Diligence, Customer Service, Portfolio Management, Property Management, Credit, Asset Management, Finance
Education
University of Washington 2012 — 2014
Master's of Science in Real Estate, Real Estate
University of Puget Sound 2004 — 2008
BA, Business, History
Charles University in Prague
Andrew Metz's Principal Financial Group Experience November 1987 - Present
Job Asst Director Project Management at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group November 1987 - Present
Skills
Project Management, Program Management, Process Improvement, Risk Management, Business Analysis, COBOL, FLMI, Software Project..., Visio, PMO, Requirements Gathering
Education
Simpson College 1989 — 1991
Computer Science
Clarke University 1984 — 1986
Computer Science
Principal Financial Group November 1987 - Present
Skills
Project Management, Program Management, Process Improvement, Risk Management, Business Analysis, COBOL, FLMI, Software Project..., Visio, PMO, Requirements Gathering
Education
Simpson College 1989 — 1991
Computer Science
Clarke University 1984 — 1986
Computer Science
Eileen O'Brien Denner's Principal Financial Group Experience 1995 - 2006
Job Chief Artistc Officer at His Loving Wings, LLC
Industry Music
Experience
His Loving Wings, LLC December 2012 - Present
Professional Property Management, Inc. 2006 - December 2012
Music for Humanity (Iowa) April 2000 - December 2011
Cornerstone of Hope Orphanage 2009 - 2010
Principal Financial Group 1995 - 2006
Drake University 1995 - 1997
Roosevelt High School 1993 - 1996
Des Moines Metro Opera 1994 - 1994
Iowa Studen 1988 - 1993
Education
City University of New York
Luther College
B.A., University of Nebraska-Lincoln, M.M.; Music for Healing and Transition(Hillsdale, NY) CMP
University of Nebraska-Lincoln
M.M.
His Loving Wings, LLC December 2012 - Present
Professional Property Management, Inc. 2006 - December 2012
Music for Humanity (Iowa) April 2000 - December 2011
Cornerstone of Hope Orphanage 2009 - 2010
Principal Financial Group 1995 - 2006
Drake University 1995 - 1997
Roosevelt High School 1993 - 1996
Des Moines Metro Opera 1994 - 1994
Iowa Studen 1988 - 1993
Education
City University of New York
Luther College
B.A., University of Nebraska-Lincoln, M.M.; Music for Healing and Transition(Hillsdale, NY) CMP
University of Nebraska-Lincoln
M.M.
Anand Shinde's Principal Financial Group Experience February 2015 - Present
Job Sr Business Analyst (Human Resources, Asset Management, Insurance)
Industry Information Technology and Services
Experience
Principal Financial Group February 2015 - Present
Professional Project Partners, Inc. (P3) March 2013 - February 2015
Saven Technologies March 2008 - March 2013
Patni Computer Systems 2001 - 2008
Larsen & Toubro Limited 1997 - 2001
Skills
Requirements Analysis, SDLC, Agile Methodologies, Business Analysis, Requirements Gathering, Data Warehousing, Visio, Testing, Business Intelligence, Data Modeling, SQL, Quality Center, Business Requirements, SOA, Analysis, Web Services, Solution Architecture, UML, Program Management, Quality Assurance, Project Management, Requirements Management, Software Quality..., MS Project, Global Delivery, Gap Analysis, Process Improvement, Business Process, Access, DB2, User Acceptance Testing, XML, Resource Management, Software Documentation, PL/SQL, Scrum, ETL, SharePoint, Waterfall, Integration, Business Objects, Enterprise Architecture, Software Development, Test Management, Databases
Education
College of Engineering Pune 1993 — 1997
Bachelor of Engineering
Principal Financial Group February 2015 - Present
Professional Project Partners, Inc. (P3) March 2013 - February 2015
Saven Technologies March 2008 - March 2013
Patni Computer Systems 2001 - 2008
Larsen & Toubro Limited 1997 - 2001
Skills
Requirements Analysis, SDLC, Agile Methodologies, Business Analysis, Requirements Gathering, Data Warehousing, Visio, Testing, Business Intelligence, Data Modeling, SQL, Quality Center, Business Requirements, SOA, Analysis, Web Services, Solution Architecture, UML, Program Management, Quality Assurance, Project Management, Requirements Management, Software Quality..., MS Project, Global Delivery, Gap Analysis, Process Improvement, Business Process, Access, DB2, User Acceptance Testing, XML, Resource Management, Software Documentation, PL/SQL, Scrum, ETL, SharePoint, Waterfall, Integration, Business Objects, Enterprise Architecture, Software Development, Test Management, Databases
Education
College of Engineering Pune 1993 — 1997
Bachelor of Engineering
Chip Kiehne's Principal Financial Group Experience 1995 - July 2012
Job Senior Business Analyst at Accenture/TMHP
Industry Financial Services
Experience
Accenture/TMHP February 2014 - Present
Accenture August 2012 - Present
Principal Financial Group 1995 - July 2012
Principal Financial Group 1995 - 2002
Principal Financial Group 1985 - 1995
Skills
Extensive..., Experienced Process..., Experienced Business..., Process Improvement, Claims, Vendor Management, Insurance, Business Analysis, Outlook, Project Planning, Analysis, Software Project..., Customer Relations, Strategic Planning, Problem Solving, Team Building, Change Management, Requirements Gathering, Word, Excel, Coaching, Compliance, SharePoint, Mentoring, PowerPoint, Healthcare, Health Insurance, Visio, Documentation, Data Analysis, Business Process..., Microsoft Office, Requirements Analysis, Quality Assurance, SQL, Customer Service, Negotiation, Risk Management, Team Leadership, Employee Benefits, Data Modeling, Process Engineering, Budgeting, Resource Management, Agile, Business Intelligence, Business Process, Testing, Software Documentation, Business Requirements
Education
FLMI - Life Office Management Institute 1985 — 1989
FLMI/M
Coe College 1979 — 1985
BA, Business Administration, History, Economics
Accenture/TMHP February 2014 - Present
Accenture August 2012 - Present
Principal Financial Group 1995 - July 2012
Principal Financial Group 1995 - 2002
Principal Financial Group 1985 - 1995
Skills
Extensive..., Experienced Process..., Experienced Business..., Process Improvement, Claims, Vendor Management, Insurance, Business Analysis, Outlook, Project Planning, Analysis, Software Project..., Customer Relations, Strategic Planning, Problem Solving, Team Building, Change Management, Requirements Gathering, Word, Excel, Coaching, Compliance, SharePoint, Mentoring, PowerPoint, Healthcare, Health Insurance, Visio, Documentation, Data Analysis, Business Process..., Microsoft Office, Requirements Analysis, Quality Assurance, SQL, Customer Service, Negotiation, Risk Management, Team Leadership, Employee Benefits, Data Modeling, Process Engineering, Budgeting, Resource Management, Agile, Business Intelligence, Business Process, Testing, Software Documentation, Business Requirements
Education
FLMI - Life Office Management Institute 1985 — 1989
FLMI/M
Coe College 1979 — 1985
BA, Business Administration, History, Economics
Vernon Lee, CFP®, CFS, AAMS, CMFC®'s Principal Financial Group Experience March 2005 - Present
Job Financial Analyst at Principal Financial Group
Industry Insurance
Experience
Principal Financial Group March 2005 - Present
Lee Investment Consulting, LLC 1997 - 2012
Sprint Corporation 1986 - 1997
Skills
Financial Modeling, Financial Planning, Financial Analysis, Investments, Asset Allocation, Mutual Funds, Strategic Financial..., Finance, Retirement Planning, Internal Controls, Accounting, Insurance
Education
College for Financial Planning 1997 — 1999
North Carolina State University 1983 — 1986
Bachelor of Science, Accounting
Principal Financial Group March 2005 - Present
Lee Investment Consulting, LLC 1997 - 2012
Sprint Corporation 1986 - 1997
Skills
Financial Modeling, Financial Planning, Financial Analysis, Investments, Asset Allocation, Mutual Funds, Strategic Financial..., Finance, Retirement Planning, Internal Controls, Accounting, Insurance
Education
College for Financial Planning 1997 — 1999
North Carolina State University 1983 — 1986
Bachelor of Science, Accounting
Timothy Kastrinelis's Principal Financial Group Experience 2004 - 2006
Job Senior Vice President, Distribution Partnerships at Liberty Mutual Insurance
Industry Insurance
Experience
Liberty Mutual Insurance July 2015 - Present
Liberty Mutual 2006 - Present
Principal Financial Group 2004 - 2006
Prudential Financial 1997 - 2004
Canada Life 1996 - 1997
Prudential Insurance 1994 - 1996
Confederation Life 1987 - 1994
Skills
Employee Benefits, Benefits, Group Benefits, FMLA, Disability Insurance, Life Insurance, Integrated Disability..., Health Insurance, Disabilities, Insurance, Claim, Underwriting, Workers Compensation, Brokers, Term Life Insurance, Health Savings Accounts, Risk Management, Long-term Care, Accident, Sales, Benefits Administration, Leadership, Strategic Planning, Management
Education
Colby College 1982 — 1986
BA, Political Science
Liberty Mutual Insurance July 2015 - Present
Liberty Mutual 2006 - Present
Principal Financial Group 2004 - 2006
Prudential Financial 1997 - 2004
Canada Life 1996 - 1997
Prudential Insurance 1994 - 1996
Confederation Life 1987 - 1994
Skills
Employee Benefits, Benefits, Group Benefits, FMLA, Disability Insurance, Life Insurance, Integrated Disability..., Health Insurance, Disabilities, Insurance, Claim, Underwriting, Workers Compensation, Brokers, Term Life Insurance, Health Savings Accounts, Risk Management, Long-term Care, Accident, Sales, Benefits Administration, Leadership, Strategic Planning, Management
Education
Colby College 1982 — 1986
BA, Political Science
Vannessia Klinsky RN, BSN, CCM's Principal Financial Group Experience March 2006 - December 2013
Job Manager, Clinical Audit Team at UnitedHealth Group
Industry Financial Services
Experience
UnitedHealth Group April 2013 - Present
UnitedHealth Group April 2013 - Present
Principal Financial Group March 2006 - December 2013
Prinicpal Financial Group 1992 - 2006
Skills
Nursing, Health Insurance, Healthcare, Utilization Management, Health, Managed Care, Insurance, Mentoring, Documentation, Case Management, Case Managment, Medicaid, Long-term Care, Medicare, Home Care, Health Education, Healthcare Information..., Hospitals, Software Documentation, Employee Benefits, HIPAA, Process Improvement, EHR, Healthcare Consulting, Healthcare Management, Training, Provider Relations, Health Policy, EMR
Education
Coe College
BSN, Nursing
UnitedHealth Group April 2013 - Present
UnitedHealth Group April 2013 - Present
Principal Financial Group March 2006 - December 2013
Prinicpal Financial Group 1992 - 2006
Skills
Nursing, Health Insurance, Healthcare, Utilization Management, Health, Managed Care, Insurance, Mentoring, Documentation, Case Management, Case Managment, Medicaid, Long-term Care, Medicare, Home Care, Health Education, Healthcare Information..., Hospitals, Software Documentation, Employee Benefits, HIPAA, Process Improvement, EHR, Healthcare Consulting, Healthcare Management, Training, Provider Relations, Health Policy, EMR
Education
Coe College
BSN, Nursing
Peggy Harmeyer's Principal Financial Group Experience December 2004 - Present
Job Account Executive at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group December 2004 - Present
Principal Financial Group May 2001 - December 2004
marsh February 1998 - February 2001
Skills
Insurance, Health Insurance, Employee Benefits, Life Insurance, Underwriting, Term Life Insurance, Account Management, Long-term Care, Customer Service, Customer Retention, Team Building, Sales Management, Strategic Planning, Small Business, Outlook, Benefits Administration, Team Leadership, Microsoft Office, Microsoft Word, Dentistry, Relationship Management
Education
University of Iowa
BFA, Art
Clarke College
Principal Financial Group December 2004 - Present
Principal Financial Group May 2001 - December 2004
marsh February 1998 - February 2001
Skills
Insurance, Health Insurance, Employee Benefits, Life Insurance, Underwriting, Term Life Insurance, Account Management, Long-term Care, Customer Service, Customer Retention, Team Building, Sales Management, Strategic Planning, Small Business, Outlook, Benefits Administration, Team Leadership, Microsoft Office, Microsoft Word, Dentistry, Relationship Management
Education
University of Iowa
BFA, Art
Clarke College
Lance Carothers's Principal Financial Group Experience June 1990 - September 1996
Job Project Manager at VF Corporation
Industry Apparel & Fashion
Experience
VF Corporation May 2002 - Present
Principal Financial Group June 1990 - September 1996
Skills
Business Analysis, SDLC, Vendor Management, Program Management, Requirements Analysis, Business Intelligence, Visio, Software Project...
Education
Coe College 1986 — 1990
BA, Computer Science
VF Corporation May 2002 - Present
Principal Financial Group June 1990 - September 1996
Skills
Business Analysis, SDLC, Vendor Management, Program Management, Requirements Analysis, Business Intelligence, Visio, Software Project...
Education
Coe College 1986 — 1990
BA, Computer Science
Eugene Melnitchenko's Principal Financial Group Experience 1996 - 1998
Job Retired
Industry Financial Services
Experience
Sutro & Co. 1998 - 2000
Principal Financial Group 1996 - 1998
Legg Mason 1990 - 1995
United States Trust Co. of New York 1961 - 1979
Skills
Microsoft Office, Customer Service, Process Improvement, Risk Management, Change Management, Project Management, Credit, Negotiation, Insurance, Outlook, Investments, Loans, Management, Mortgage Lending, Team Leadership, Analysis, Portfolio Management, Project Planning, Operations Management, Business Strategy, Leadership, Data Analysis
Education
City University of New York City College
Bachelor of Arts (B.A.), Philosophy
New York University
Master of Arts (M.A.), Philosophy
New York University, Stern School of Business
Master of Business Administration (MBA)
Sutro & Co. 1998 - 2000
Principal Financial Group 1996 - 1998
Legg Mason 1990 - 1995
United States Trust Co. of New York 1961 - 1979
Skills
Microsoft Office, Customer Service, Process Improvement, Risk Management, Change Management, Project Management, Credit, Negotiation, Insurance, Outlook, Investments, Loans, Management, Mortgage Lending, Team Leadership, Analysis, Portfolio Management, Project Planning, Operations Management, Business Strategy, Leadership, Data Analysis
Education
City University of New York City College
Bachelor of Arts (B.A.), Philosophy
New York University
Master of Arts (M.A.), Philosophy
New York University, Stern School of Business
Master of Business Administration (MBA)
Margaret Ganem's Principal Financial Group Experience October 1996 - April 2007
Job AdministratorDiamond Resorts International
Industry Accounting
Experience
DRI August 2007 - Present
Principal Financial Group October 1996 - April 2007
Principal Financial Group 2001 - 2007
American Express Business Travel August 1987 - March 1995
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Adobe Acrobat, Accounts Payable, Accounts Receivable, Life Insurance, Property & Casualty..., Health Insurance
Education
College of DuPage 1984 — 1985
Accounting & Data Processing
Immaculate Heart of Mary H.S. 1966 — 1970
high school diploma
Ford School Insurance Licensing
Health Insurance, Property and Casualty Insurance, Life Insurance Licenses
DRI August 2007 - Present
Principal Financial Group October 1996 - April 2007
Principal Financial Group 2001 - 2007
American Express Business Travel August 1987 - March 1995
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Adobe Acrobat, Accounts Payable, Accounts Receivable, Life Insurance, Property & Casualty..., Health Insurance
Education
College of DuPage 1984 — 1985
Accounting & Data Processing
Immaculate Heart of Mary H.S. 1966 — 1970
high school diploma
Ford School Insurance Licensing
Health Insurance, Property and Casualty Insurance, Life Insurance Licenses
Jill Reinke's Principal Financial Group Experience September 2012 - Present
Job Business Architect at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group September 2012 - Present
Education
Clarke University 1979 — 1983
Bachelor of Arts (BA), Mathematics and Computer Science
Principal Financial Group September 2012 - Present
Education
Clarke University 1979 — 1983
Bachelor of Arts (BA), Mathematics and Computer Science
Cindy Manuel's Principal Financial Group Experience February 2008 - Present
Job
Industry Insurance
Experience
Principal Financial Group February 2008 - Present
BNC Mortgage July 2003 - November 2007
Marshalls August 1995 - July 2003
Skills
•Excellent..., •Interpersonal,..., • Excellent..., •Computer skills and..., •Excellent time..., •Self-motivated,..., •Ability to balance..., •Ability to prioritize..., •Ability to work under..., •Ability to meet..., •Ability to maintain...
Education
Illinois State University 1998 — 2000
College of DuPage 1996 — 1998
Associate of Arts (AA)
Principal Financial Group February 2008 - Present
BNC Mortgage July 2003 - November 2007
Marshalls August 1995 - July 2003
Skills
•Excellent..., •Interpersonal,..., • Excellent..., •Computer skills and..., •Excellent time..., •Self-motivated,..., •Ability to balance..., •Ability to prioritize..., •Ability to work under..., •Ability to meet..., •Ability to maintain...
Education
Illinois State University 1998 — 2000
College of DuPage 1996 — 1998
Associate of Arts (AA)
Bonnie Hess's Principal Financial Group Experience June 1983 - January 1989
Job Officer Sr. QA Analyst at U.S. Bank
Industry Banking
Experience
U.S. Bank Programming SupervisorNationwide InsuranceJanuary 1989 - October 1991
Principal Financial Group June 1983 - January 1989
Education
Clarke University 1979 — 1983
Bachelor's Degree, Computer Science and Mathematics
U.S. Bank Programming SupervisorNationwide InsuranceJanuary 1989 - October 1991
Principal Financial Group June 1983 - January 1989
Education
Clarke University 1979 — 1983
Bachelor's Degree, Computer Science and Mathematics
The Principal Financial Group
BTG Pactual
HuaTai Securities Co.,Ltd.
Guosen Securities
PFG
Principal Financial
Principle
Fubon Financial Holdings