Principal Financial Group
Industry: Financial investment management company
DescriptionThe Principal Financial Group is a global financial investment management and insurance company headquartered in Des Moines, Iowa. Headquarters: Des Moines, Iowa, United States CEO: Daniel Joseph Houston (18 Aug 2015–) Assets under management: 692.4 billion USD (2017) Subsidiaries: Principal Securities, Inc.,
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Principal Financial Group Employees
Voya Financial Partners, LLC, (member SIPC) April 2015 - Present
Principal Financial Group July 2014 - April 2015
Principal Financial Group May 2012 - July 2014
OCBC Bank July 2011 - April 2012
Education
Colorado State University 2009 — 2011
Bachelor of Science (B.S.), Banking, Corporate, Finance, and Securities Law
Iowa State University 2007 — 2008
Finance
Principal Financial Group October 2014 - Present
Alt Studios February 2013 - October 2014
Sigler August 2012 - February 2013
St. Jude Children's Research Hospital July 2011 - August 2012
Special Olympics Kansas January 2011 - June 2011
Skills
Press Releases, Event Planning, Fundraising, Marketing Communications, Event Management, Marketing, Research, Recruiting, Facebook, Public Relations, Social Media, Brochures, Social Media Marketing, Advertising, Social Networking, Media Relations, Strategic Communications, Email Marketing, Integrated Marketing, Marketing Strategy, Online Marketing, Direct Marketing
Education
The University of Kansas 2007 — 2011
Bachelor of Science in Journalism, Journalism and Mass Communications ; strategic communication emphasis
Colorado College
Midwest Project Partners March 2015 - Present
Spindustry Interactive April 2011 - March 2015
Principal Financial Group June 2008 - April 2011
Aviva Life Insurance May 2007 - June 2008
United States Air Force April 2003 - February 2007
Skills
Process Improvement, Project Management, Risk Management, Project Planning, Software Documentation, Software Project..., Certified Scrum Master..., PMP, Account Management, Team Building, Team Leadership, Business Process, Management, SDLC, Web Project Management, PMO, Analysis, Program Management, Vendor Management, SharePoint, Project Portfolio..., Visio, Business Analysis, Requirements Analysis, Resource Management, MS Project, IT Strategy, IT Management, Business Process..., Requirements Gathering, Microsoft Project, Leadership, Agile Methodologies, Change Management, Documentation, Strategic Planning, Business Requirements, Communication, Microsoft Office, Budgets, Training, Quality Assurance
Education
Community College of the Air Force 2004 — 2006
Associate of Applied Science, Information Technology
Simpson College
Bachelor's degree, Business Administration and Management, General, 3.83
Voya Financial February 2015 - Present
Athene USA May 2014 - February 2015
Vatterott College May 2012 - May 2014
Wells Fargo August 2013 - November 2013
Interstate Batteries March 2012 - April 2013
Serving First Consulting August 1999 - March 2012
CE Software January 1995 - August 1999
Principal Financial Group April 1994 - January 1995
Serving First Consulting May 1990 - January 1995
Words Etc. September 1987 - May 1990
Skills
Program Management, Software Project..., Agile Project Management, Project Management, Business Analysis, Leadership, SharePoint, Management, Databases, SDLC, Stakeholder Management, Project Planning, Project Delivery, Strategic Planning, Scope Management, Risk Assessment, Change Management, Visio, Resource Management, Vendor Management, Process Improvement, Requirements Gathering, Requirements Analysis, Analysis, Process Mapping, Gap Analysis, Project Coordination, Software Documentation, End User Training, User Interface Design, Testing, Business Process..., Business Process, Microsoft Excel, Technical Recruiting, Customer Service, Microsoft Office, Business Transformation, Waterfall, Proofreading, Small Business, Compliance, Consulting, Research, Training, Agile Methodologies, Security, Information Technology, Software Development, Data Warehousing
Education
Colorado State University
Bachelor of Science, Business, Computer Information Systems
University of Colorado at Boulder
Chemical Engineering and Business
Certent, Inc. April 2013 - Present
NetFactor June 2012 - April 2013
ReadyFUND$ Payroll Cards July 2011 - June 2012
Jones Lang LaSalle January 2008 - July 2011
Fisher Investments January 2007 - January 2008
Principal Financial Group January 2004 - December 2006
AXA Advisors 2000 - 2004
Skills
Leadership, Sales Process, Sales Operations, Strategic Planning, Start-ups, CRM, Sales Management, Salesforce.com, Management, Strategy, Sales Management..., Sales Coaching, Strategic Partnerships, SaaS, New Business Development, Recruiting, Direct Sales, B2B, Marketing, Sales, Contract Negotiation, Online Advertising, Business Planning, Inside Sales, Lead Generation, Strategic Sales Plans, Operations Management, Team Leadership, Customer Relations, SEO
Education
Colorado College 1994 — 1998
Psychology
Principal Financial Group March 2011 - Present
Principal Financial Group August 2007 - March 2011
Principal Financial Group January 2007 - August 2007
Self January 2000 - January 2007
Skills
Adobe Acrobat, Process Improvement, Microsoft Office, Printers, Microsoft Word, Adobe Creative Suite, CRM, Digital Media, Help Desk Support, Direct Mail, Management, Photoshop, InDesign, Access
Education
Des Moines Area Community College 1996 — 1996
Commercial and Advertising Art
Columbus College of Art & Design 1991 — 1992
Illustration
Principal Financial Group March 2007 - Present
NEW ASTD 2009 - 2010
Johnsonville Sausage February 2005 - March 2007
Shopko April 2000 - February 2005
Skills
Instructional Design, Organizational..., Project Management, Group Dynamics, Needs Analysis, Performance Improvement, Analysis, Workshop Facilitation, Leadership Development, Performance Management, Coaching, Change Management, Employee Relations, Talent Management, Leadership, Team Building, Process Improvement, Training, Human Resources
Education
The Chicago School of Professional Psychology 2010 — 2011
1 yr PhD studies, Organizational Leadership, 4.0
Silver Lake College 1994 — 1996
M.S., Managmenet & Organizational Behavior, Training & Development Emphasis
Concordia University-Wisconsin 1990 — 1992
BA, Management & Communications
St. Norbert College 1974 — 1978
B Mu, Music Education & Performance, Vocal
Union Pacific Railroad November 2013 - Present
Union Pacific Railroad April 2011 - November 2013
Union Pacific May 2010 - April 2011
Kingland Systems November 2007 - July 2010
Principal Financial Group May 2008 - December 2008
Skills
Excel, Access, PowerPoint, Word, Bloomberg, SQL Server, Outlook, Lotus Notes, Databases, Financial Analysis, Data Analysis, Microsoft Office, Accounting, Problem Solving, Research, SAP, SQL, Microsoft Excel, Analysis, Training
Education
Creighton University 2010 — 2014
Masters of Business Administration, Finance and Leadership
Iowa State University - College of Business 2005 — 2010
BS, Accounting, Finance
Ascensus March 2013 - Present
DCDB Consulting January 2011 - March 2013
Transamerica May 2009 - January 2011
Merrill Lynch January 2005 - May 2009
Merrill Lynch July 1999 - January 2005
Fidelity Investments February 1998 - July 1999
Principal Financial Group June 1995 - February 1998
Paine Webber May 1989 - June 1995
Skills
401k, IRA's, Retirement, Annuities, Retirement Services, Fixed Annuities, IRAs, Retirement Planning, Financial Advisory, Small Business, Finance, Financial Services, Business Planning, Asset Allocation, Mutual Funds, Investments, Series 63, Series 7
Education
Columbia University in the City of New York 1978 — 1982
Economics
Self Employed January 2006 - Present
South Beach International Realty October 2005 - September 2015
Principal Financial Group September 2012 - March 2014
MetLife 2006 - 2012
TIAA-CREF September 2002 - June 2005
Wachovia Securities Financial Network April 2000 - September 2002
Prudential Financial July 1996 - April 2000
Skills
Public Speaking, Public Relations, Financial Advisory, Strategic Financial..., Modeling, Acting, Creative Writing, News Writing, Retirement, Fixed Annuities, Investments, Mutual Funds, Employee Benefits, Insurance, Finance, Personal Finance, Life Insurance, Financial Services, Wealth Management, Leadership, Series 63, Retirement Planning, Series 7, Small Business, Securities, Disability Insurance, Series 6, Bonds, Entrepreneurship, Social Networking, Financial Planning, Social Media
Education
Colorado State University 1982 — 1987
Bachelor of Science (B.S.), Business Administration and Management, General, 3.5
Florida Department of Insurance
Florida Insurance Licensed, Group 1 Insurance License
FINRA
Series 7, 65, 63, Financial Planning and Services
Florida Department of Real Estate 2005 — 2017
Licensed Realtor Associate
SYP Media, LLC January 2013 - Present
Anthem Blue Cross Blue Shield Wellpoint August 2011 - December 2012
The Money Foundation / Mooney Financial Services March 2010 - May 2011
Principal Financial Group March 2008 - February 2010
K&L Resources, Inc. May 2005 - February 2008
Goettler Associates, Inc. May 1993 - May 2005
The Palmer-Donavin Mfg. Co. June 1990 - March 1993
Skills
Strategy, Marketing Communications, Marketing, Marketing Strategy, Public Relations, Advertising, Leadership, Public Speaking, Copywriting, Business Development, Sales, Email Marketing, Fundraising, Management Consulting, Newsletters, SEO, Selling, Social Networking, Entrepreneurship, Social Media Marketing, Project Management, Online Marketing, Graphic Design, Microsoft Office, Insurance, Program Management, Publishing, Website Development, Account Management, Market Research, B2B Marketing, Content Marketing, Financial Analysis, Creative Direction, Adobe Creative Suite, Video Production, Cross-functional Team..., WordPress, Online Advertising, Direct Mail, Direct Marketing, Branding, Copy wrting, Cross Functional..., Print Production..., Creative Development, Wordpress Design, Consulting, Integrated Marketing, Budgets
Education
The Ohio State University 1988 — 1991
BA, Journalism
Columbus College of Art & Design 1985 — 1988
Advertising Design
North Catholic HS 1981 — 1985
truschoolsports.com November 2014 - Present
Walmart October 2013 - August 2014
Army National Guard August 2003 - June 2014
Volt Workforce Solutions January 2013 - July 2013
West Corporation Revenue Generation September 2012 - December 2012
Center Partners Inc December 2011 - September 2012
Sykes November 2009 - July 2010
U.S. Department of Veterans Affairs March 2008 - March 2009
Principal Financial Group February 2000 - March 2008
WASHINGTON ARMY NATIONAL GUARD November 1996 - November 2002
Skills
Outstanding Customer..., Human Resources, Leadership, Public Speaking, Microsoft Office 2007, Data Entry, Military, Customer Service, Training, Outlook, Team Building, Recruiting, Microsoft Excel, PowerPoint, Military Experience, Policy, Analysis, Supervisory Skills, Army, Command, Government, Security Clearance, Management, Intelligence Analysis, Military Operations, Organizational..., Interviews, Personnel Management, Time Management, Leadership Development, Conflict Resolution, Change Management, Employee Training, Strategy, Resume Writing, Organizational..., DoD, Sourcing, Employee Relations, Talent Management, Team Leadership, Program Management, Project Management, Troubleshooting, Military Training, Administration, Operations Management, Operational Planning, College Recruiting, Hiring
Education
Keller Graduate School of Management of DeVry University 2011 — 2015
Master of Public Administration, Concentration in Nonprofit Management, 3.92
Keller Graduate School of Management of DeVry University 2010 — 2011
Master, Human Resource Management, 4.0
Colorado Technical University 2008 — 2010
B.S. - Bachelor of Science, Business Administration; Healthcare Management, 3.98
Colorado Technical University 2007 — 2008
A.S. - Associate of Science, Business Administration, 3.9
Elmhurst College 1988 — 1990
Shadle Park High School 1982 — 1984
Diploma, High School
Deer Park High School 1980 — 1982
General
Otis Orchards Elementary 1975 — 1978
American Express August 2013 - Present
Varsity Tutors LLC April 2013 - January 2014
Ryley Carlock & Applewhite April 2013 - August 2013
Law Office of Eileen M. McGuire, PLLC August 2012 - February 2013
Phoenix School of Law June 2012 - October 2012
Florida Coastal School of Law January 2010 - May 2012
Affinity Law Firm, P.L. October 2011 - April 2012
Principal Financial Group January 2008 - March 2012
Judge Constance Cohen May 2011 - July 2011
International Criminal Tribunal for the Former Yugoslavia January 2011 - May 2011
Skills
Legal Writing, Criminal Law, Legal Issues, Civil Litigation, Family Law, Hearings, Trials, Personal Injury, Fraud, AML, SAR, FinCEN, Bank Secrecy Act, Analysis, Legal Research, Editing, Wills, Juvenile Law, Teaching, French, Public Speaking, Research, Microsoft Office
Education
Florida Coastal School of Law 2009 — 2012
Doctor of Law (JD), Law, 3.23/4.00; Top 16%
Webster University 2007 — 2007
Education
Drake University 2003 — 2006
Bachelor of Arts (B.A.), International Relations and Affairs
Cornell College 2002 — 2002
Undecided
Dallas Center- Grimes Community High School 1998 — 2002
Columbia Southern University April 2015 - Present
Columbia Southern University May 2011 - April 2015
Columbia Southern University July 2009 - June 2011
Columbia Southern University February 2007 - July 2009
Community Coffee January 2001 - February 2007
Walmart Corporation September 1999 - February 2001
Principal Financial Group September 1998 - September 1999
U.S. Coast Guard June 1977 - January 1999
Skills
Organizational..., Military, Public Speaking, Community Outreach, Leadership Development, Command, E-Learning, Adult Education, Instructional Design, Recruiting, Security Clearance, Policy, Training, Leadership, Homeland Security, Human Resources, Resume Writing, Career Counseling, Coaching, Program Management, Higher Education, Government, Staff Development, Instructor-led Training, Organizational..., Military Experience, Supervisory Skills, DoD, Employee Relations, Conflict Resolution, Distance Learning, Team Building, Emergency Management, Army, Employee Training, Career Development, Force Protection, Workshop Facilitation, Operational Planning, ADDIE, Military Operations, National Security, Exercises, Counterterrorism, Intelligence Analysis, Program Development, Contingency Planning, Disaster Response, Navy, Weapons
Education
Columbia Southern University 2006 — 2009
BS, Business Administration
Principal Financial Group November 2014 - Present
Skills
Financial Analysis, Income Protection, Simple IRA, Traditional IRA, 401k, College Funding..., Roth IRA, Fixed Annuities, Variable Annuities, Term Life Insurance, Universal Life, Mutual Funds, Disability Insurance, Deferred Compensation, Buy-sell Agreements
Education
College of the Sequoias 2008 — 2010
POST Certificate, Business Administration and Management, General and Law Enforcement
Harris Corporation October 2013 - Present
L-3 Communications January 2008 - October 2013
L-3 Communications January 2002 - December 2007
L-3 Communications November 2000 - December 2001
CHANNELPOINT April 2000 - November 2000
Principal Financial Group April 1994 - May 1996
Skills
Oracle, System Administration, Configuration Management, ClearCase, Software Documentation, Database Administration, VMware, Systems Engineering, Operating Systems, Web Applications, Software Engineering, Process Improvement, Program Management, DoD, Security, Security Clearance, Application Support, IT Solutions, Customer Support, Virtualization, System Architecture, Data Warehousing, Integration, Linux, Testing, Software Development, System Deployment, Unix, Customer Service, Troubleshooting, Information Security
Education
Colorado Technical University 1996 — 1998
Master of Business Administration (MBA), MBA
University of Colorado Colorado Springs 1988 — 1995
Bachelor of Arts (BA), Business Administration and Management, General
Kentucky Department of Criminal Justice Training September 2013 - Present
Heather's Photography September 2006 - Present
Eastern Kentucky University August 2012 - September 2013
The Growing Place July 2011 - August 2012
National Healing Corporation June 2010 - May 2011
Union Hospital August 2007 - June 2010
Indiana State University January 2005 - August 2007
Lanman Oil Company May 2003 - December 2004
LabCorp January 2002 - May 2002
Principal Financial Group October 1999 - March 2001
Skills
Photography, Portrait Photography, Photos, Portraits, Architectural..., Lightroom, Senior Portraits, Family Photography, Nature Photography, Weddings, Wedding Photography, Digital Photography, Candid Photography, Pet Portraits, Studio Photography, pet photography, children's photography, Engagement Photography, Public Speaking, Customer Service, Microsoft Office, Higher Education, Leadership
Education
The Art Institute of Pittsburgh-Online Division 2012 — 2013
Portrait Photography Certificate, Photography, 3.83 GPA
Nebraska College of Business 2000 — 2001
Associate's degree, Legal Assistant/Paralegal, 4.0 GPA
Community College of the Air Force 1995 — 1996
Medical Services Apprentice
Hinckley Big Rock High School 1994 — 1995
High School Diploma
Paris High School 1991 — 1994
Ricart Automotive Group December 2014 - Present
Ricart Automotive September 2002 - Present
ricart 2011 - 2012
JPMorgan Chase 1999 - 2002
Principal Financial Group 1997 - 1999
Skills
Sales Management, Sales, Customer Service, Team Building, Automotive, Leadership Development, Customer Satisfaction, Sales Process, Retail, Profit, Coaching, Automobile, Training, Process Improvement, Leadership, Customer Retention, Vehicles, B2B, Dealer Management, CRM, Finance, Negotiation, Dealers, Cold Calling, Inventory Management, Sales Operations, Selling
Education
Columbus State 1996 — 1997
Computer science, Mathematics and Computer Science
Thermal Services August 2015 - Present
Reality Church August 2014 - January 2015
YourHomeTown Pharmacy 2013 - March 2014
The Nebraska Medical Center 2011 - 2012
Principal Financial Group 2010 - 2011
Cardinal Health 2002 - 2010
Cardinal Health Pharmacy Provider Services 2000 - 2002
Cardinal Health Provider Pharmacy Services 1993 - 2000
Owen Healthcare 1989 - 1993
Oak Park Hospital 1987 - 1989
Skills
Operations Management, Sales Management, Pharmacy Automation, Salesforce.com, Sales Presentations, Operational Excellence, Sales, Managed Care, Pharmacy Benefit..., Account Management, Healthcare, Healthcare Industry, Healthcare Management, Hospitals, Medical Devices, Process Improvement
Education
Creighton University 1973 — 1978
B.S. in Pharmacy
GEOSYS December 2012 - Present
Principal Financial Group March 2007 - December 2012
Transcend Communications June 2005 - March 2007
Mansfield Tanick & Cohen May 2002 - June 2005
Skills
Customer Service, Microsoft Office, Project Management, Strategic Planning, Account Management, Leadership, Marketing Strategy, Budgets, Business Planning, Sales Management, Marketing
Education
Concordia University-St. Paul 2003 — 2005
Bachelor of Arts
North Hennepin Community College 2000 — 2003
Associates of Arts Degree
Midland National Life Insurance Company September 2014 - Present
Principal Financial Group September 2012 - September 2014
Principal Financial Group June 2011 - September 2012
Skills
Life Insurance, Term Life Insurance, Universal Life, Retirement Planning, Estate Planning, Insurance, Indexed Universal Life, Fixed Annuities, Long Term Care Insurance, Retirement, Financial Services
Education
Dakota State University
South Dakota State University
Fleet Feet Sports Raleigh January 2014 - Present
Poudre Valley Health System June 2010 - July 2013
Principal Financial Group September 2012 - October 2012
Poudre Valley Health System June 2008 - June 2010
Foothills Gateway Inc March 2006 - June 2008
Skills
Hospitals, Cardiology, EKG, Healthcare, Nutrition Education, Sports Nutrition, Exercise Physiology, Fitness Training, Wellness Coaching, Health Education, Microsoft Word, Prevention, CPR Certified, Physiology
Education
Meredith College 2014 — 2015
Master of Science (M.S.), Nutrition Sciences, 4.0
North Carolina State University 2013 — 2013
Bachelor of Science (B.S.), Applied Nutrition Science, 4.0
Colorado State University 2004 — 2008
Bachelor of Science, Health and Exercise Science; Sports Medicine; Biomedical Sciences
Mutual of Omaha Investor Services, Inc. February 2013 - Present
Mutual of Omaha December 2009 - January 2013
Mutual of Omaha December 2008 - November 2009
Principal Financial Group November 2005 - November 2008
Interroll 1983 - 1998
Skills
Long-term Care, Fixed Annuities, Insurance, Retirement Planning, Leadership, Disability Insurance, Sales, Term Life Insurance, Health Insurance, Investments, Retirement, Estate Planning, Underwriting, Medicare, Strategic Financial..., Public Speaking, Strategic Planning, Business Planning, Life Insurance
Education
Virginia Commonwealth University 1997 — 1999
MBA, FastTrack Executive MBA
Cornell University 1972 — 1976
BS, Mechanical Engineering
St Joseph Regional HS 1972 — 1976
Principal Financial Group May 2013 - Present
Drake University - Agricultural Law Center and Greater Des Moines Buy Fresh Buy Local Campaign May 2012 - May 2013
Principal Financial Group January 2012 - January 2013
Drake University - Student Life Center January 2011 - August 2012
Skills
Customer Service, Microsoft Office, Communication, Leadership, Time Management, Excel, Word, Outlook, PowerPoint, Data Entry, Telephone Skills, Spreadsheets, Typing, Writing, Photoshop
Education
Drake University 2009 — 2013
Finance Major, Concentration in Law and Business
Concordia University-St. Paul 2008 — 2009
Principal Financial Group October 2010 - Present
Lockton Investment Advisors, LLC April 2008 - October 2010
Asurion September 2005 - April 2007
Castle Pines Golf Club 2000 - 2005
Skills
Account Management, 401k, Retirement
Education
University of San Diego 2003 — 2005
University of Connecticut 2002 — 2003
Colorado School of Mines 2000 — 2002
Anthem, Inc. June 2014 - Present
Correct Care Solutions March 2013 - June 2014
WellCare December 2011 - December 2012
Providias Health Connections April 2011 - January 2012
Principal Financial Group September 2009 - November 2010
Principal Financial Group September 2008 - November 2010
CIGNA Healthcare February 2006 - September 2008
CIGNA Healthcare November 2004 - January 2006
Skills
Strategic Planning, Product Management, Leadership, Health Plan Operations, Change Management, Healthcare, Medicaid, Contract Negotiation, Strategy, Medicare, Physicians, Hospitals, Provider Relations, HMO, PPO, Network Development, Managed Care, Healthcare Industry, Health Insurance, Insurance, Health Policy, Practice Management, HIPAA, Process Improvement, Healthcare Consulting, Healthcare Information..., Executive Management, Healthcare Management, Program Management, Informatics, EHR, Medicare Part D, Revenue Cycle, Management, Credentialing, Claim, Medical Billing, Pharmacy Benefit..., Quality Improvement, Analysis, Disease Management, EMR, Revenue Cycle Management, Medicine, Physician Relations, Medical Coding, Strategic Partnerships, Employee Benefits, ICD-9, Utilization Management
Education
Cumberland College 1974 — 1978
BS, Health Care
American Family Insurance January 2012 - Present
PlanAdvisorsLLC April 2010 - Present
Great-West Life and Annuity Insurance Company January 2007 - March 2010
Principal Financial Group August 2001 - December 2006
Provident L&A 1990 - 2000
Skills
Strategy, Leadership, Negotiation, Recruiting, Customer Service, Pensions, Employee Benefits, Life Insurance, Fixed Annuities, Financial Services, Health Insurance, Disability Insurance, Term Life Insurance, Sales, Retirement Planning, Risk Management, Finance, Insurance, Retirement, Property & Casualty...
Education
Colorado State University
University of Arizona
BA
Principal Financial Group May 1987 - Present
Iowa Air National Guard March 1985 - July 2001
Triplett Companies January 1985 - April 1987
US Navy December 1980 - December 1984
Skills
Financial Services, Business Analysis, Health Insurance, IT Strategy, Insurance, Investments, Leadership, Process Improvement, Risk Management, SDLC, Strategy, Vendor Management, Management, Strategic Planning
Education
University of Iowa 2002 — 2004
Master of Business Administration (MBA)
Upper Iowa University 1987 — 1992
Bachelor of Science (B.S.), Public Administration
Community College of the Air Force 1985 — 1987
Associate of Arts and Sciences (A.A.S.), Industrial Security
Timarron Capital Chief Production OfficerReadyCap Commercial, LLCJune 2014 - Present
Timarron Capital Partners, LLC 2004 - Present
NortStar Realty Finance 2005 - 2007
Washington Mutual, Inc. 2003 - 2004
Washington Mutal 2003 - 2004
Principal Financial Group 1994 - 2003
Skills
Loans, Asset Managment, Credit, Portfolio Management, Real Estate Economics, Investments, Real Estate, Valuation, Underwriting, Commercial Mortgages, Finance, Due Diligence, Asset Management, Banking, Commercial Lending, Mortgage Lending
Education
Colorado State University
MS Finance and Real Estate
Iowa State University
BS Economics and Industrial Administration
ZimmerBiomet Spine February 2014 - Present
Simple Business Solutions LLC October 2007 - August 2010
Principal Financial Group 2007 - 2008
Financial Architect Network, Inc. 2004 - October 2007
Jackson National LIfe 2002 - 2003
Diversified Financial Concepts 2000 - 2002
Skills
ISO 17025, Solidworks, Financial Analysis, Management, MathCAD, Investments, Matlab, Microsoft Excel, Small Business, 3D Modeling, Product Design, Strategic Financial..., Biomedical Devices, EES, Finite Element Analysis, Biomedical Engineering, Mechanical Engineering, AutoCAD, Technical Writing, Sales Management, Biomechanics, Sales Presentations, NI LabVIEW, Sales Process, Direct Sales, Financial Planning, Financial Modeling, Financial Management, Financial Advisory, Financial Markets, Cold Calling, Marketing Strategy, Business Planning, Business Strategy, Business Management, Project Management, Coaching, PowerPoint, Mathematica, Microsoft Word, Laboratory, Labview, Dynamics, Statistical Modeling
Education
Colorado School of Mines 2009 — 2015
BS, Mechanical Engineering
Colorado State University 1995 — 2000
BS-Business Administration, Finance/Economics
Principal Financial Group Caterer assistantExecuserve CorpMay 2002 - November 2003
AccessAir Airlines September 1998 - November 1999
Education
Colorado Technical University 2007 — 2008
Principal Financial Group December 2011 - Present
Morgan Stanley Smith Barney July 2010 - November 2011
Morgan Stanley July 2007 - September 2010
Horizon Bank 2007 - 2007
M&I Home Lending Solutions 2002 - 2005
Education
Colorado Technical University 2008 — 2009
Bachelors, Business Management (Finance)
Colorado Technical University 2006 — 2008
Associate of Arts and Sciences (A.A.S.), Business Administration and Management, General
East Greene High School 1998 — 2001
High School Diploma, High School/Secondary Diplomas and Certificates
Principal Financial Group September 2014 - Present
Nielsen November 2013 - August 2014
The Nielsen Company November 2011 - November 2013
General Mills June 1998 - October 2011
Skills
Brand Equity, Shopper Marketing, Customer Insight, Segmentation, Consumer Products, Strategy, Brand Architecture, Marketing Strategy, Business Strategy, P&L Management, Marketing Research, FMCG, Competitive Analysis, Nielsen, Consumer Insight, Product Innovation, Brand Management, Global Marketing, Customer Marketing
Education
Columbia University in the City of New York 1983 — 1985
Masters in Public Policy and Administration, School of international and Public Affaris
St. Lawrence University 1978 — 1982
Bachelor of Arts (B.A.), Economics and Government
Wayzata Highschool 1975 — 1978
Ameriprise Advisor Services, Inc. September 2006 - Present
Wayne Hummer Invstments 2003 - 2006
Raymond James January 1998 - May 2003
Principal Financial Group 1994 - 1998
Skills
More than 35 years..., Series 7, 8, 9, 24, 33,...
Education
Columbia University - Columbia Business School
Master's Degree, Business Sales Management
Fairleigh Dickinson University 1973 — 1977
Bach. Sci., Biology
Principal Financial Group August 2014 - Present
Rockwell Collins September 2004 - August 2014
Mayer Brown 2000 - 2004
Polsinelli Shughart PC 1997 - 2000
Skills
Contract Negotiation, Mergers, Compliance, Intellectual Property, Corporate Law, Government Contracts, International Contacts, Joint Ventures, ITAR, Defense, Government Procurement, Avionics, International Trade, Due Diligence, Government, Licensing, Employment Law, Legal Writing, Mergers & Acquisitions, Contract Management, Cross-functional Team..., Program Management, Management, Litigation, Process Improvement
Education
University of Iowa - Henry B. Tippie College of Business 2005 — 2011
Master of Business Administration (MBA)
University of Iowa College of Law 1995 — 1997
J.D., Law
Cornell Law School 1994 — 1995
University of Northern Iowa 1990 — 1994
B.A., Political Science
Luther College 1989 — 1990
Principal Funds March 2014 - Present
Principal Funds November 2013 - February 2014
Principal Funds October 2012 - November 2013
The 801 Group December 2011 - October 2012
Westwood Holdings Group May 2010 - May 2011
Creighton University August 2009 - December 2010
Principal Financial Group June 2008 - July 2009
Best Business Appraisals November 2007 - May 2008
Skills
Series 7, Series 66, Financial Analysis, Morningstar Direct, Zephyr Style Advisor, Equities, Fixed Income, Portfolio Management, Modern Portfolio Theory, Economics, Quantitative Analytics, Qualitative Research, Valuation, Bloomberg Terminal, Mutual Funds, Asset Allocation, Investments, Analysis, Management, Finance, Securities, Social Media
Education
Creighton University 2009 — 2010
Master's, Investment Management and Financial Analysis
Creighton University 2004 — 2008
B.S.B.A., Finance
Principal Financial Group August 2011 - Present
BrownWinick December 2010 - August 2011
Kirke Financial Services June 2009 - December 2010
Nyemaster Goode Law Firm November 2006 - June 2009
KMPG 2005 - 2006
Skills
Estate Planning, Corporate Law, Tax, Corporate Tax, Tax Law
Education
Northwestern University School of Law 2004 — 2005
LLM, Taxation
Gonzaga University School of Law 2001 — 2004
JD, Business Concentration
College of Saint Benedict 1997 — 2001
BS, Accounting
GDMLI
BuilderTREND Solutions October 2011 - Present
LeaseTeam, Inc. July 2010 - October 2011
Sogeti September 2009 - July 2010
Raytheon July 2009 - September 2009
KRK Solutions September 2007 - June 2009
Raytheon March 2005 - February 2008
Colorado State University August 2002 - December 2004
Principal Financial Group June 2001 - February 2002
Skills
C#, VB.NET, SQL, XML, HTML, ASP.NET, WPF, WinForms, LINQ, WCF, ADO.NET, AJAX, SQL Server 2000-2008, Visual Studio 2005-2010, TFS 2008-2010, XAML, MVVM, NHibernate, Autofac, CSS, JavaScript, TFS, Visual Studio, Microsoft SQL Server
Education
Colorado State University 2002 — 2005
Master of Science, Computer Science
Morningside College 1996 — 2001
Bachelor of Science, Computer Science & Mathematics
LPL Financial 1994 - Present
Principal Financial Group 1990 - 1994
Skills
Retirement Planning, Retirement, Portfolio Management, Securities, Investments, Wealth Management, FINRA, Investment Advisory, ETFs, Asset Allocation, Mutual Funds, Investment Strategies, Series 7, Small Business, Personal Finance, Asset Management, Retirement Income..., Alternative Investments, Finance
Education
Rochester Institute of Technology 1981 — 1984
Bachelors of Science, with Honors, Business & Finance
College of the Holy Cross 1980 — 1981
Economics
St. Joseph's Collegiate Institute 1976 — 1980
Business Advisors LLC August 2002 - Present
Principal Financial Group January 1998 - August 2002
Principal Financial Group January 1994 - January 1998
Skills
Retirement, Entrepreneurship, 401k, Financial Advisory, Estate Planning, Investments, Retirement Planning, Strategic Planning, Marketing Strategy, Disability Insurance, Leadership, Management, Mergers & Acquisitions, Business Planning, Small Business, Investment Advisory, Financial Analysis, Finance, Employee Benefits, Financial Services, Portfolio Management, Succession Planning, Sales, Strategic Financial..., Strategic Partnerships, Strategy, Business Strategy, Financial Planning
Education
Colorado State University 1972 — 1976
NYLIFE Securities LLC and New York Life Insurance Company December 2014 - Present
South Georgia Purchasing Alliance January 2001 - 2015
Principal Financial Group September 2012 - November 2014
Page, Scrantom, Sprouse, Tucker & Ford, P.C. January 2010 - February 2011
Quality Healthcare Partnership, Inc. April 1994 - December 2009
Skills
401k Rollovers, Annuity Sales, Asset Protection, Business Exit Strategy, Business Succession..., Financial Services, Income Protection, Investments, Key Person Protection, Whole Life Insurance, Life Insurance..., Mutual Funds, Retirement Income..., Permanent Life Insurance, Variable Annuities
Education
Columbus State University 1967 — 1971
Bachelor's degree with concentration in Economics
Principal Financial Group March 2015 - July 2015
HomeServices Lending, LLC September 2014 - January 2015
State Street February 2014 - July 2014
HSBC Global Banking and Markets January 2013 - February 2014
Deloitte August 2011 - October 2012
Accenture April 2010 - August 2011
Goldman Sachs May 2008 - April 2010
United States Marine Corps 1997 - 2004
Education
Columbia University in the City of New York 2005 — 2008
BNSF Railway September 2011 - Present
Principal Financial Group 2001 - March 2011
Trane 1999 - 2001
Halverson Trane - Des Moines, IA 1998 - 2001
Principal Financial Group – Des Moines, IA 1997 - 1998
AT&T/ Lucent Technologies – Denver, CO 1990 - 1997
Skills
Disaster Recovery, Windows Server, Computer Hardware, Enterprise Architecture, Unix, Process Improvement, Hardware, Windows, Troubleshooting
Education
University of Denver 1991 — 1993
Telecom & Computer Science
Colorado State University-Pueblo 1988 — 1990
BSEET, Electronics
Truman State University 1985 — 1987
Electronics
Principal Financial Group December 2011 - Present
Barclays Capital March 2010 - November 2011
GMAC Global Relocation Services 2006 - March 2010
PricewaterhouseCoopers September 1999 - January 2006
Alcatel-Lucent 1998 - 1999
Johnson & Johnson 1995 - 1998
Merck and Co. September 1993 - September 1995
Skills
Vendor Management, Deferred Compensation, Talent Management, Expatriate Management, Performance Management, Strategic Policy..., Expatriate Tax, Global Sourcing, Cross-functional Team..., Global Operations, Expatriate Allowance..., Program Implementation, Compliance, Mobility Management, Expatriate..., Customer Satisfaction, Global HR Leadership, Business Partner..., Relocation, Human Resources, Contract Negotiation, Global Mobility, Management, Policy, Leadership, Employee Benefits, Corporate Relocation, Employee Relations, Change Management, Outsourcing, Executive Management, Process Improvement, Mergers & Acquisitions, Talent Acquisition, Organizational Design, Executive Pay, Organizational..., Strategy, Consulting, Program Management, Coaching, Business Development, Project Management
Education
College of Saint Elizabeth
Bachelor's Degree, Organizational Communication
Principal Financial Group December 2010 - Present
Edward Jones November 2006 - September 2010
UMB Bank October 1999 - April 2006
Education
Webster University 2001 — 2003
MA, Computer Resources and Information Management
Columbia College 1996 — 2000
BA, Business Administration
AKB Associates June 2009 - Present
Durango Mountain Resort (Purgatory) October 2007 - April 2009
University of Phoenix 2004 - 2007
XactiMed Inc. 2001 - 2003
UICI Inc. 1997 - 2001
Principal Financial Group 1991 - 1997
Hornbeck Offshore Services, Inc. 1986 - 1996
State of Texas January 1991 - August 1991
Elders IXL Ltd. 1988 - 1990
EF Hutton & Company 1987 - 1988
Skills
Mergers, Finance, Strategic Planning, Business Strategy, Public Speaking, Customer Service, Business Planning, Fundraising, Budgets, Microsoft Office, Cross-functional Team..., Due Diligence, Contract Negotiation, Negotiation, Public Relations, Mergers & Acquisitions, Venture Capital, Corporate Finance, Private Equity
Education
Columbia University - Columbia Business School 1976 — 1978
MBA, Finance
Lehigh University 1963 — 1967
BA, English & Psycholgy
Aviva Investors January 1998 - Present
Equitable Investment Services/ING September 1992 - December 1997
Principal Financial Group May 1986 - August 1992
Skills
Management, Asset Managment, Portfolio Management, Financial Analysis, Real Estate Economics, Credit Analysis, Finance, Valuation, Commercial Mortgages, Real Estate, Financial Reporting, Strategic Planning, Credit, Underwriting, Commercial Real Estate, Commercial Lending, Asset Management, Fixed Income, Risk Management, Asset Allocation, Financial Risk, Due Diligence, Alternative Investments, Loan Origination, Loan Servicing
Education
Iowa State University 1973 — 1977
Bachelor of Science, Agricultural Business
Colorado State University
Master of Business Administration (MBA)
Creighton University August 2015 - Present
Brady Management Concepts, Ltd. June 2013 - Present
Principal Financial Group January 2007 - June 2015
First Contact 9-1-1, LLC February 2013 - February 2015
Iowa Law Enforcement Academy December 1998 - January 2013
APCO Institute 1994 - 2005
Buena Vista County, Iowa July 1987 - December 1998
Skills
Training, Public Speaking, Technical Course..., Credibility, Implementer, Multi-skilled, Event Designing, Coaching, Faciltation, Networking, Leadership, Enforcement, Policy, Security, Analysis, Research, Government, Emergency Management, Teaching, Team Leadership, Security Operations, Crisis Management, Public Relations, Homeland Security, Nonprofits, Budgets, Emergency Services, Public Safety, Program Management, Strategic Planning, Human Resources, Team Building, Microsoft Office, EMS, Physical Security, Customer Service, Private Investigations, Intelligence Analysis, Disaster Response, Supervisory Skills, Law Enforcement
Education
Creighton University
Omnitrust Financial Group April 2013 - Present
D.S. Drelich & Associates June 2005 - April 2013
Principal Financial Group November 2004 - December 2007
Skills
Portfolio Management, Banking, Credit, Asset Management, Investments, Retirement Planning, Wealth Management, Financial Advisory, Financial Planning, Financial Services, Fixed Annuities, IRAs, Insurance, Investment Advisory, Leadership, Marketing Strategy, Mutual Funds, Management, Retirement, Public Speaking, Securities, Series 63, Series 7, Strategic Financial...
Education
Cornell University 1992 — 1996
US Army June 2012 - Present
University at Buffalo June 2008 - 2012
Principal Financial Group January 2001 - September 2001
Skills
Medicine, OB/GYN, Research, Obstetrics, Gynecology, Healthcare, Gynecologic Surgery, Microsoft Office, Customer Service, Nonprofits, Teaching, Community Outreach, Public Speaking, Microsoft Excel, Hospitals, PowerPoint, Team Building
Education
Saint George's University, Grenada, West Indies 2004 — 2008
MD, Medicine
Columbia University in the City of New York 2001 — 2003
Post-Baccalaureate Pre-Medical Program, Pre-Medicine/Pre-Medical Studies
Fairfield University
Bachelor of Arts, International Relations
Weston Banks Wealth Partners April 2015 - Present
Principal Financial Group March 2013 - April 2015
Principal Financial Group March 2009 - March 2013
Principal Financial Group September 2007 - March 2009
Principal Financial Group January 2006 - September 2007
Merrill Lynch February 2004 - January 2006
SBC Southwestern Bell Yellow April 2003 - January 2004
Smith Barney March 1998 - April 2003
Skills
Series 7, Series 63, Non-Qualified Deferred..., Retirement, 409A, Process Improvement, Business Planning, Insurance, Relationship Management, Client Services, Defined Benefit, Administration, Operational Analysis, Business Analysis, Customer Relations, Investments, Account Management, Mutual Funds, Financial Services, Wealth Management..., Microsoft Excel, Series 6, Customer Service, Excel, Problem Solving, Word, Securities, Research, PowerPoint, Outlook, Series 65, Client Service, Microsoft Office, Project Management, Business Process..., Operational Excellence, Operations Management, Operational Planning
Education
College of San Mateo
Principal Financial Group May 2015 - Present
Principal Financial Group November 2013 - May 2015
Principal Financial Group March 2012 - October 2013
ING June 2010 - March 2012
Sykes November 2007 - February 2010
SOCIETÀ DANTE ALIGHIERI, San Vito February 2000 - August 2006
Skills
Research, 401k, Series 6, Customer Service, Translation, Employee Training, Italian languages, ESL, Quality Assurance, Curriculum Development, Recruiting, Conducting Interviews, Job Fairs, Document Review, Interpreting, Individual Pension Plans, Series 63, Deferred Compensation
Education
Dante Alighieri di Roma 2003 — 2013
Scholarship on Italian Artistic and Cultural Heritage for Italian Teachers Abroad
Cornell College 2006 — 2007
Study Abroad Program, Liberal Arts and Sciences, General Studies and Humanities
ICoN 2003 — 2006
Bachelor's degree, Italian Linguistics
Universidad Latina de Costa Rica 2001 — 2005
Bachelor's degree, Teaching English as a Second or Foreign Language/ESL Language Instructor
Dante Alighieri di Camerino, Italy 2001 — 2001
Academic Scholarship to, Italian Studies
Off Centre Solutions June 2002 - Present
St. Luke's Houston, Texas 1998 - June 2002
HMO Texas 1995 - 1998
Data Seek, LLC August 1993 - February 1995
Principal Financial Group June 1986 - August 1991
Education
University of Iowa 1991 — 1993
Master of Business Administration (MBA), Leadership. Teams, amd Total Quality Management
Cornell College 1982 — 1986
Bachelor of Arts (BA), Mathematics and Computer Science
Principal Financial Group May 2015 - Present
The R.O.W. Group February 2014 - May 2015
John Hancock Retirement Plan Services July 2010 - February 2014
John Hancock Life Insurance Company (U.S.A.) October 2007 - July 2010
Manulife Financial September 2005 - October 2007
Skills
401k, 403 b, Simple IRA, SEP IRA, Deferred Compensation, Defined Benefit, Executive Benefit..., Pensions, Life, Variable and..., Relationship Management, Wholesale, Retirement Savings, Sales Presentations, Building Relationships, Life Insurance, Disability Insurance, Insurance, Long-term Care, Life, Long Term Care Insurance, Term Life Insurance
Education
Conestoga College 1997 — 2000
Bachelor of Business Administration (B.B.A.), Management Studies
Children's Hospital & Medical Center - Omaha April 2011 - Present
Nebraska Methodist Health System September 2011 - April 2012
American Enterprise November 2000 - October 2010
UnitedHealthcare December 1997 - November 2000
Principal Financial Group January 1990 - January 1993
Mutual of Omaha April 1984 - January 1990
Skills
Epic Optime, Epic Anesthesia, Epic Ambulatory, Business Objects..., Business Objects Web..., SAP Business Objects..., Business Intelligence, Microsoft Office, Microsoft SQL Server, Crystal Reports, Project Management /..., Business Analysis, Software Documentation, Resource Coordination, Benchmarking, Human Resources
Education
Bellevue University
Business Analysis and Management, Business Intelligence
Creighton University
Journalism
Joslyn Art Museum
University of Nebraska at Omaha
Project Management / Graphic Design / Technical Writing
Ford Motor Credit Company 2015 - Present
Ford Motor Credit Company November 2012 - September 2015
Ford Motor Credit Company November 2009 - October 2012
Ford Motor Credit Company 2007 - 2009
Ford Motor Credit Company 2005 - 2007
Ford Motor Credit Company 2004 - 2005
Ford Motor Credit Company 2002 - 2004
Ford Motor Credit Company 1999 - 2002
Penrose St. Francis Medical Group 1997 - 1999
Principal Financial Group 1994 - 1995
Skills
Credit
Education
Colorado State University-Global Campus
Bachelor of Science (B.S.), Organizational Leadership
Principal Financial Group May 2007 - Present
Hormel Foods May 2002 - February 2007
Austin Medical Center December 1995 - May 2002
Skills
Leadership, Customer Service, Coaching, Public Speaking, Management, Account Management, Leadership Development, Marketing, Market Research, Microsoft Excel, Six Sigma, Team Building, Training, Sales, PowerPoint, Community Outreach, Microsoft Office, Public Relations
Education
Concordia University-St. Paul 2002 — 2004
BA, Marketing
Principal Financial Group August 2014 - Present
Principal Financial Group June 2011 - Present
Skills
Retirement Planning, Fixed Annuities, Disability Insurance, Insurance, Investments, Financial Planners, 401k, Buy-sell Agreements, Estate Planning, Employee Benefits, Financial Services, Finance, IRA's, Retirement Plans, Managerial Finance, Financial Management, Financial Planning, Mutual Funds, Roth IRA, Business Planning, IRAs, Pensions, Retirement Plan..., Health Insurance, Term Life Insurance, 401k Rollovers, Group Benefits, Whole Life, College Savings Plans, Financial Analysis, Annuities, Insurance Planning, Long Term Care, Medical, Wealth Transfer Planning, Cash Flow Management, Annuity, Universal Life, 529 Plans, Series 7
Education
Concordia College 1998 — 2002
Business
Principal Financial Group September 2013 - Present
Principal Financial Group October 2012 - September 2013
Wellmark April 2011 - September 2012
IFMC May 2007 - April 2011
IFMC December 2006 - April 2007
IFMC March 2002 - November 2006
Allied Insurance October 2001 - February 2002
Pioneer Hi-Bred International, Inc February 1999 - April 2001
Allied Insurance January 1999 - February 1999
Pioneer Hi-Bred International, Inc February 1998 - October 1998
Skills
COBOL, SDLC, Software Documentation, Requirements Analysis, Visio, Business Analysis, SQL, Data Warehousing, Business Intelligence, Integration, Program Management, Requirements Gathering, Agile Methodologies, Team Leadership, Business Process, Process Improvement, Testing
Education
Dakota State University 1990 — 1992
B.S., Major: Computer Science, Minor: Information Management, Math
SAIF Corporation May 2012 - Present
SAIF Corporation November 2008 - May 2012
SAIF Corporation June 2000 - November 2008
SAIF Corporation July 1992 - May 2000
Principal Financial Group May 1988 - May 1992
Skills
.NET, HPUX 11i, RedHat, Oracle, Change Control, UC4, Appworx, PowerBuilder, IIS, Apache, Tomcat, Java, Web Services, HP EVA, Subversion, XML, xPression, Windows Server, Cloud Computing, SQL, Programming, Active Directory, Visual Studio, Visual Basic, VB.NET, Software Development
Education
Creighton University 1984 — 1988
BS, Computer Science
Della Parola Capital Management February 2014 - Present
Della Parola Capital Management September 2012 - Present
JPMorgan Chase Compensation & Benefit Strategies September 2004 - November 2008
Principal Financial Group September 2002 - November 2003
Chicago Consulting Actuaries May 2003 - August 2003
Kemper Insurance May 2002 - August 2002
Kemper Insurance May 2001 - August 2001
Skills
Retirement, Defined Benefit, 401k, Pensions, Retirement Planning, Investments, Investment Advisory, Investment Strategies, Wealth Management, Financial Services, Investment Management, Employee Benefits
Education
Colorado State University 2011 — 2012
MSBA, Financial Risk Management
Drake University 2000 — 2004
BSBA, Actuarial Science and Finance
Smith-Mottini Financial Advisors, Inc. January 1991 - Present
Cetera Financial Group January 2011 - Present
BAR Financial, LLC January 2011 - Present
Financial Network Investment Corporation, Member SIPC January 2011 - December 2012
Principal Financial Group June 1996 - December 1997
GE Capital May 1990 - June 1996
Skills
Estate Planning, Series 7, Investments, Retirement, Retirement Planning, 401k, Small Business, Financial Planners, Financial Advisory, Customer Service, Pensions, Portfolio Management, Investment Advisory, Securities, Life Insurance, Mutual Funds, Series 63, IRAs, Fixed Annuities, Insurance, Disability Insurance, Finance, Wealth Accumulation, Financial Services, Asset Management, Asset Allocation
Education
American College of Financial Planning 1991 — 1995
CLU, ChFC, RHU, LUTCF, Financial Services
Fresno State 1989 — 1991
Paramedic, Emergency Medical Technology/Technician (EMT Paramedic)
College of the Sequoias 1987 — 1989
EMT, Emergency Care Attendant (EMT Ambulance)
Angie's List, Inc. January 2015 - Present
Apex Benefits Group, Inc September 2007 - October 2014
Principal Financial Group 2004 - 2007
J F Molloy & Associates, Inc. 1999 - 2004
JF Molloy & Associates 1999 - 2004
Skills
Health Insurance, Insurance, Fixed Annuities, Employee Benefits, Strategic Planning, Brokers, Data Analysis, Account Management, Disability Insurance, Healthcare, Vendor Management, Underwriting, Benefits Administration, Customer Service, Self-funded, Health Care Reform, Term Life Insurance, Sales, Risk Management, Life Insurance, Commercial Insurance, Group Insurance, Workers Compensation, Health Savings Accounts, Leadership, Critical Illness
Education
Columbus State Community College 1981 — 1983
Principal Financial Group October 2009 - Present
CIGNA Group Insurance June 2007 - October 2009
Skills
Disability Insurance, Employee Benefits, Sales, Insurance, Account Management, Life Insurance, Brokers, Underwriting, Health Insurance, Management, Term Life Insurance, 401k, Long-term Care
Education
College of the Holy Cross 2003 — 2007
Bachelor of Arts, History
Walgreens January 2015 - Present
Argosy University July 2014 - Present
Scentsy August 2011 - Present
Farmington Lutheran Church September 2011 - January 2015
Self-employed June 1999 - July 2014
Wilde Data Services June 2003 - January 2008
Hallmark March 2003 - January 2005
ARS, Inc. October 2000 - September 2002
Principal Financial Group January 1996 - June 1999
Skills
Administrative..., Microsoft Office, Data Entry, Secretarial Skills, Marketing, Social Media, Social Networking, Event Planning, Inventory Management, Outlook, Fundraising, Recruiting, Time Management, Sales, Training, Direct Sales, Retail, Microsoft Excel, Merchandising, Volunteer Management, Community Outreach, Teaching, Visual Merchandising, Facebook, Photography, Office Management, Telephone Skills, Microsoft Word, Team Leadership, Social Media Marketing, Childcare, Team Building, Employee Relations, Teamwork, Event Management, Hiring, Newsletters, Marketing Communications, Cashiering, Microsoft Publisher, Employee Training, People Skills, Marketing Strategy, Cpr Certified, Volunteering, Hospitality, Interviews, Retail Sales, Team-oriented, Customer Service
Education
Concordia College 1988 — 1992
Bachelor of Arts (B.A.), Art History, Home Economics
RTR High School 1985 — 1988
Diploma
Principal Financial Group December 2006 - Present
ASPIRO Inc October 2004 - December 2006
ShopKo Stores October 2000 - October 2005
Education
University of Wisconsin-Stout 1997 — 1999
Masters, Training & Develpment
Concordia University-Wisconsin 1992 — 1994
B.A., Management & Communications
The Hills Montessori Hills Child Care and Learning Center September 2012 - Present
American Senior Benefits August 2009 - Present
The Leader's Group July 2009 - March 2014
Principal Financial Group November 2001 - May 2007
Education
University of Nebraska at Omaha 1994 — 1997
BS, Physics
Creighton University 1990 — 1994
BS, Environmental Science and Biology
St Joseph High School 1986 — 1990
Independent Consultant October 2007 - Present
Gersowitz Libo & Korek, P.C. July 2010 - June 2012
SportsLink LLC February 2009 - February 2010
SportsLink LLC September 2008 - February 2009
Savoy Associates March 2008 - August 2008
Advantix Benefits Group October 2007 - August 2008
Principal Financial Group May 2005 - September 2007
Principal Financial Group May 2005 - June 2006
Skills
Marketing, Public Relations, Event Management, Sales, Press Releases, Microsoft Word, Microsoft Excel, Proposal Writing, Pricing, PowerPoint, Email Marketing, Social Media Marketing, Social Networking, Management, Event Planning, Leadership, Online Marketing
Education
Montclair State University 2002 — 2004
Bachelor of Science, Business Administration; Marketing and Management
County College of Morris 2000 — 2002
Associate of Applied Science, Business Administration
Pope John XXIII High School 1996 — 2000
High School Diploma, General
JPMorgan Chase & Co. 2014 - Present
JPMorgan Chase & Co. 2006 - 2014
Limited Brands, Victoria's Secret Direct 2002 - 2006
Principal Financial Group 2001 - 2002
Wells Fargo 2000 - 2001
Wells Fargo 1998 - 2000
City of East Palo Alto 1994 - 1997
Skills
Marketing Strategy, Strategic Planning, Marketing, Management, Direct Marketing, Analysis, CRM, Analytics, Leadership, Email Marketing, EMV, Project Management, Product Management, Product Development, Strategy, Financial Services, Customer Acquisition, Segmentation, Business Analysis, Banking
Education
Stanford University Graduate School of Business 1997 — 1999
Master of Business Administration (M.B.A.), Business
University of North Carolina at Chapel Hill 1992 — 1994
Master's Degree, City & Regional Planning
Cornell University 1988 — 1992
Bachelor's Degree, City & Regional Planning
Philadelphia High School for Girls
High School
Elkhorn South High School August 2007 - Present
Duane Svec Advertising July 2006 - July 2007
Principal Financial Group August 2002 - July 2006
Elkhorn High School August 1994 - August 2002
Weeping Water High School August 1992 - August 1994
Tri-Center Community Schools August 1990 - August 1992
Leigh Community Schools August 1988 - August 1990
Education
Creighton University 2000 — 2003
MS, Counseling
Nebraska Wesleyan University 1984 — 1988
BS, Education Comprehensive Social Studies
Kum & Go November 2013 - Present
Principal Financial Group July 2012 - November 2013
Dairy Farmers of America October 2009 - July 2012
Hallmark Cards September 2008 - September 2009
ConAgra Foods September 2006 - May 2008
Kimberly-Clark Corporation July 2003 - September 2006
Skills
Marketing Strategy, Cross-functional Team..., Product Development, Strategy, Customer Insight, Strategic Planning, Market Research, Consumer Insight, Management, Marketing, Competitive Analysis, Leadership, Consumer Products, Brand Management, Advertising, Sales, Consumer Insights, Pricing
Education
University of Iowa - Henry B. Tippie College of Business 2001 — 2003
MBA, Marketing
Creighton University 1995 — 1999
BS, Math
State of Iowa January 2013 - Present
Principal Financial Group October 2007 - Present
West Des Moines City Council November 2007 - January 2013
Dickinson Mackaman Tyler & Hagen, PC August 2002 - October 2007
The Charles Grassley Committee June 1998 - August 1998
Iowans for David Oman July 1997 - June 1998
The World Bank July 1996 - June 1997
Sigma Phi Epsilon June 1995 - May 1996
Skills
Contract Negotiation, Public Speaking, Securities Law, Insurance Law, Derivatives, Securities Regulation
Education
University of Iowa - Henry B. Tippie College of Business 1998 — 2002
MBA
University of Iowa College of Law 1998 — 2002
JD
Creighton University 1991 — 1995
BA, Political Science
Newton Senior High School 1989 — 1991
Dowling High School 1987 — 1989
Blue Cross Blue Shield of Michigan July 2011 - Present
Principal Financial Group October 2005 - January 2011
Humana 2000 - 2005
Skills
Health Insurance
Education
Cornerstone University 2012 — 2013
Bachelor's degree, Business Administration and Management, General
Davenport University 1994 — 1996
Associates, Business Management
Independent Consultant March 2014 - Present
Independent Consultant March 2014 - Present
The World Bank December 2007 - February 2014
Principal Financial Group 2003 - 2007
AIG 1996 - 2003
Citibank 1980 - 1995
Skills
Capital Markets, Latin America, Corporate Finance, Insurance, Start-ups, Product Development, Financial Markets, Banking, Risk, Private Equity, Pensions, Business Strategy, Strategic Planning, Credit Risk, Financial Risk, Investments, Spanish, Economic Intelligence
Education
Columbia University - Columbia Business School 1977 — 1979
Master of Arts (M.A.), Economics
Universidad Nacional de La Plata 1971 — 1975
Licenciado en Economia (BS), Economics
Principal Financial Group May 2013 - Present
Franklin Templeton Investments October 2008 - May 2013
Franklin Templeton October 2007 - October 2008
Franklin Templeton Investments November 2004 - October 2007
Franklin Templeton Investments October 2003 - October 2004
Franklin Templeton Investments July 2002 - October 2003
Skills
Alternative Investments, Asset Allocation, Investments, Mutual Funds, Equities, Portfolio Management, Series 63, Series 7, Series 6, Fixed Income, Asset Managment, Retirement Planning, Financial Services, Finance
Education
Creighton University 2010 — 2012
Master of Arts (M.A.), Finance: Security Analysis/Portfolio Management
University of Phoenix 2003 — 2005
MBA, Global Management
University of South Florida - College of Business Administration 2000 — 2002
Bachelor of Arts (B.A.), Management Information Systems, General
University of South Florida 1999 — 2001
BA, Public Relations
DuPont Pioneer January 2013 - Present
DuPont Pioneer April 2005 - January 2013
Farm Bureau Financial Services February 2001 - October 2004
Principal Financial Group July 1998 - February 2001
Education
Colorado State University 1995 — 1998
Bachelor of Science (BS), Natural Resources Management
Northwestern University 1993 — 1995
Principal Financial Group March 2007 - Present
Children's Tumor Foundation - Denver Chapter August 2009 - June 2015
Universal Lending June 2006 - March 2007
Apogee Mortgage Group June 2001 - June 2006
Skills
401k, Series 7, Mutual Funds, Series 63, Fixed Annuities, Variable Annuities, 403 b, SEP IRA, Simple IRA, Asset Allocation
Education
Colorado State University 2006 — 2008
MBA, Finance/Management
Colorado State University 1992 — 1996
Lakewood High School
Ball Corporation March 2013 - Present
Ball March 2009 - February 2013
Ball February 2007 - March 2009
Fidelity Investments October 1999 - October 2002
Principal Financial Group 1995 - 1999
Principal Financial Group 1992 - 1994
Principal Financial Group 1978 - 1991
Skills
Team Building, Pensions, Microsoft Office, Process Improvement, Leadership, Budgets, Payroll
Education
Dallas Baptist University 2007 — 2012
BA, Business Studies
Grand View College 1976 — 1978
AA, Business Administration
Windjue Consulting October 2014 - Present
Goldleaf Partners November 2005 - September 2014
Ascensus (formerly BISYS) 2000 - 2005
State Street 1998 - 2000
Principal Financial Group 1997 - 1998
Skills
ERISA, Pensions, Mutual Funds, Retirement Planning, Investments, Securities, Defined Contribution, Strategy, Financial Services, Management, Team Building, Qualified Retirement..., Client Services, Benefits Administration, Payroll, Payroll Services, COBRA, Investment Advisory, Asset Allocation, Uniform Combined State..., Business Planning, Process Improvement, Relationship Management, 401k
Education
College of Saint Benedict 1993 — 1997
Bachlor of Arts, History and Political Science
Aetna January 2003 - Present
CIGNA Healthcare 1999 - 2003
Prudential Healthcare 1996 - 1998
Up With People 1995 - 1996
Principal Financial Group 1993 - 1995
Skills
Executive Management, Product Management, Finance, Training, Analysis, Insurance, Leadership Development, Underwriting, Financial Modeling, Customer Service, P&L Management, Financial Analysis, Disability Insurance, Leadership, Strategy
Education
DePaul University 1998 — 2001
MBA, Leadership and Change Management
Creighton University 1989 — 1993
BSBA, Finance
Columbus Medical Equipment, Inc September 2001 - Present
Principal Financial Group November 1999 - September 2001
Boardman Medical Supply 1998 - November 1999
Kohl's Department Stores January 1996 - December 1998
Skills
Medical Billing, Health Insurance, Durable Medical..., Medicare, Medicaid, Private Insurance, Workers Compensation, Wheelchair Qualification
Education
Ohio Dominican University 2002 — 2004
Bachelor of Science (BS), Business Administration and Management, General
Columbus State 2000 — 2002
Wells Fargo September 2014 - Present
Des Moines Area Community College June 2014 - September 2014
University of Northern Colorado August 2013 - May 2014
Colorado State University October 2012 - May 2014
Leadership Development & Work-Life Integration December 2013 - April 2014
Colorado State University 2012 - 2014
Principal Financial Group June 2010 - July 2012
Principal Financial Group 2006 - June 2010
Skills
Academic Advising, Career Counseling, Microsoft Office, Client Rapport, Building Relationships, Organizational..., 401k, Retirement, Employee Benefits, Benefits Administration, PeopleSoft, Customer Service, Eye for Details, Higher Education, Career Development, Relationship Building
Education
Colorado State University 2012 — 2014
Master of Education (M.Ed.) and Human Resource Studies, Counseling and Career Development
Northwestern College 2002 — 2006
BA, Business Marketing and Management
Principal Financial Group March 2013 - Present
Principal Financial Group August 2010 - February 2013
The Principal Financial Group 2001 - July 2010
State of Iowa 1980 - 1985
Skills
Employee Education, Retirement Services, 401k, ERISA, Employee Benefits, Series 63, Insurance, IRAs, Series 6, Needs Analysis, Defined Benefit, Investments, Pensions, Retirement, Retirement Planning
Education
University of Nebraska at Omaha 1972 — 1974
Creighton University 1968 — 1972
Bachelor of Science, Education
CorAmerica Capital, LLC June 2014 - Present
Athene Asset Management, LLC October 2013 - June 2014
Aviva Investors North America January 1998 - October 2013
Equitable Investment Services / ING 1992 - 1997
Principal Financial Group 1986 - 1992
Skills
Fixed Income, Asset Management, Investment Management, Portfolio Management, Asset Allocation, Investments, Investment Strategies, Capital Markets, Commercial Mortgages, Mortgage Lending, Underwriting, Commercial Real Estate, Loan Servicing, Loans, Credit Analysis, Valuation, Financial Analysis, Management
Education
Colorado State University 1996 — 1998
Master of Business Administration (MBA), Business Administration and Management, General
Iowa State University 1973 — 1977
Bachelor of Science, Agricultural Business
Principal Financial Group July 2014 - Present
Wellmark Blue Cross Blue Shield June 2011 - June 2014
Wellmark Blue Cross and Blue Shield of Iowa February 2002 - May 2011
Skills
Customer Experience, Employee Benefits, Health Insurance, Insurance, Leadership, Process Improvement
Education
Cornell College 1990 — 1994
BSS, Sociology and Environmental Studies
Coldwell Banker Mid-America Group, REALTORS May 2009 - Present
Principal Financial Group September 2003 - December 2008
Principal Financial Group August 1994 - September 2003
First National Bank of Omaha January 1991 - August 1994
Home Real Estate 1989 - 1991
Skills
Real Estate, Investments, Residential Homes, Loans, Finance, Sales, Credit, First Time Home Buyers, Foreclosures, Investment Properties, Real Estate Transactions, Financial Risk, Relocation, Commercial Real Estate, New Home Sales, Single Family Homes, Short Sales
Education
Creighton University 1992 — 1994
MBA
The University of Memphis 1984 — 1987
BA, marketing, finance
US Government 1988 - Present
Transamerica Life Companies 1983 - 1987
Principal Financial Group 1979 - 1983
Education
The American College 1982 — 1984
ChFC, Finance
The American College 1977 — 1981
CLU, Insurance
Cornell University 1969 — 1973
BA, Sociology, English
Syncada LLC February 2013 - Present
Robert Half May 2011 - February 2013
Unemployed HQ- Greater Mpls/ St Paul Area January 2009 - September 2010
Principal Financial Group July 2005 - December 2008
Aflac May 2004 - July 2005
KPMG LLP March 1997 - November 2003
Education
Concordia University
Bachelor of Arts, Marketing Management
Concordia University
Master of Arts, Organizational Management
Principal Financial Group December 1999 - Present
Skills
Financial Risk, Risk Management, Compliance, Insurance, Mutual Funds
Education
Iowa State University - College of Business 2000 — 2003
MBA, Finance and Marketing
Cornell University 1995 — 1999
Bachelor of Science, Industrial and Labor Relations
Telligen September 2007 - Present
Vangent, Inc. December 2005 - August 2007
Pearson Government Solutions September 2002 - November 2005
Principal Financial Group October 2000 - September 2002
Skills
Software Development, Databases, ETL, Business Intelligence, Data Warehousing, Software Lifecycle..., People Management, CMMI, Management, Testing, SDLC, Database Design, Software Documentation, Program Management, Vendor Management, Process Improvement, SQL
Education
Cornell College 1985 — 1989
BA, Computer Science
Grinnell High School 1982 — 1985
Principal Financial Group August 2012 - Present
Principal Financial Group October 2010 - August 2012
Principal Financial Group December 2006 - October 2010
Principal Financial Group December 2005 - December 2006
Principal Financial Group December 1999 - December 2005
Principal Financial Group December 1997 - December 1999
Texaco January 1995 - December 1997
Texaco January 1993 - January 1995
Texaco January 1991 - January 1993
Skills
Security, Enterprise Software, Enterprise Architecture, Servers
Education
University of Denver 1994 — 1997
Masters, Telecommunications
University of Denver 1994 — 1997
Master, Information Systems
Colorado State University-Pueblo 1987 — 1991
BS, Electronic Engineering
Fidelity & Guaranty Life June 2014 - Present
Aviva USA March 2012 - Present
Aviva May 2010 - July 2012
Midland National Life 2005 - 2006
Principal Financial Group January 1995 - December 2004
Skills
New Business Development, Sales, Life Insurance, Fixed Annuities, Retirement Planning, Relationship Management, Multi-channel Marketing, Business Analysis, Insurance, Strategic Planning, Term Life Insurance, Financial Services, Investments, Strategic Financial..., Financial Planning
Education
Concordia College
Psychology
Principal Financial Group March 2014 - Present
Aviva USA April 2010 - December 2013
Principal Financial Group April 2007 - April 2010
Aon Consulting October 2005 - April 2007
LaMair Mulock Condon October 1996 - September 2005
Skills
Process Improvement, Risk Management, Insurance, Contract Negotiation, Strategy, Strategic Planning, Project Planning, Leadership, Management, Negotiation, Procurement, Business Analysis, Marketing, Budgets, Recruiting, Business Process..., Analysis, Pricing, Human Resources, Employee Benefits, Team Management, Vendor Management, Supply Management, Change Management, Outsourcing, Relationship Management, Customer Service
Education
Creighton University 1988 — 1992
BSBA, Ecomonics/Finance
School name: 1988 — 1992
Bachelor of Business Administration (BBA), Finance and Economics
Principal Financial Group 2014 - Present
Principal Financial Group September 1993 - Present
Principal Financial Group August 1993 - Present
Skills
Customer Service, Outlook, Microsoft Office, Microsoft Excel, Microsoft Access, Computers, Computer Hardware, Computer Repair, VBA, VB.NET, Business Objects, Report Writing, SAS, Theatre, Musical Theatre, Acting, Singing, Vocalist, Directing Talent, Set Design, Set Construction, Board of Directors, Whole House Renovations, Canoeing, Hiking, Camping, Fishing, Fishing Lure Making and..., Praise & Worship, Church Music, Microsoft Word, Insurance
Education
Des Moines Area Community College 1993 — 1995
Computer Science
Community College of the US Air Force 1989 — 1992
Non-Destructive Inspection, Environmental Geology
San Bernardino Valley College 1990 — 1991
General Studies
Frostburg State University 1988 — 1989
General Studies
Towson University 1988 — 1988
Psychology
Principal Financial Group June 1985 - Present
Skills
Real Estate, Portfolio Management, Valuation, Financial Analysis, Commercial Mortgages, Due Diligence, Finance, Real Estate Economics, Commercial Real Estate, Negotiation, Underwriting, Loans, Analysis, Credit Analysis, Commercial Lending, Loan Servicing
Education
Iowa State University 1982 — 1985
Bachelor of Business Administration (BBA), Finance, General
Colorado State University 1981 — 1982
North Highland Data and Analytics March 2015 - Present
IBM DemandTec Solutions March 2011 - February 2015
NOAA 2007 - 2009
Principal Financial Group May 2007 - August 2007
Citi 2002 - 2004
Skills
Time Series Analysis, Econometrics, Quantitative Analytics, Big Data, Matlab, Python, R, Statistics, Financial Modeling
Education
University of Illinois at Chicago
PhD in Business Statistics
Cornell University
Master in Financial Engineering
National Taiwan University
BA in Economics
Principal Financial Group August 2007 - Present
Skills
Leadership, Customer Service, Management, Public Speaking, Process Improvement, Vendor Management, Microsoft Office, SharePoint, Business Analysis, Visio, Disaster Recovery, ITIL v3 Foundations..., Windows 7, Software Documentation
Education
Cornerstone University 1982 — 1984
Bible and Music
Cornerstone University
General Bible and Music with an Emphasis on Vocal Performance
Target June 2013 - Present
Target February 2011 - June 2013
Ameriprise Financial September 2010 - February 2011
Principal Global Investors June 2006 - August 2010
Principal Financial Group January 2005 - June 2006
Thrivent Financial for Lutherans January 2004 - December 2004
Thrivent Financial for Lutherans September 1999 - January 2004
Musicland May 1999 - August 1999
Skills
Business Intelligence, Report Development, Reporting & Analysis, Dashboard, Metrics Reporting, Metrics, Performance Metrics, KPI Dashboards, Analysis, Process Improvement, MicroStrategy, MicroStrategy Reporting, Microsoft Excel, SQL, Business Analysis, Business Analytics, Cross-functional Team..., SDLC, IT Strategy, Business Process..., Agile & Waterfall..., Forecasting, Leadership, Financial Metrics, Finance, Investments, Financial Modeling, Financial Analysis, Team Leadership
Education
University of St. Thomas 2015 — 2015
Opus College of Business Executive Education Program - Digital Marketing Certificate
University of St. Thomas 2015 — 2015
Opus College of Business Executive Education Program - Social Media Marketing Certificate
Drake University 2007 — 2008
Master of Financial Management, Financial Management
Concordia University-St. Paul 1995 — 1999
BA, Finance
Molina Healthcare June 2011 - Present
Nationwide Insurance May 2010 - June 2011
Principal Financial Group January 2006 - March 2010
Bath & Body Works January 2004 - December 2005
Skills
Health Insurance, Customer Service, Claim, Insurance, Healthcare, Leadership
Education
Columbus State Community College
Ardent Health Services September 2015 - Present
Presbyterian Healthcare Services July 2010 - Present
Principal Financial Group January 2006 - December 2009
Skills
PowerPoint, English, Microsoft Office, Microsoft Excel, Customer Service, Microsoft Word, System Administration, Public Speaking, Outlook, Software Documentation, Access, Invoicing, Supervisory Skills, Budgets, Healthcare, Cpr Certified, Data Entry, Hospitals, Data Analysis, CPR Certified
Education
Burge School of Nursing (Cox College of Nursing) 1994 — 1996
Diploma, Registered Nursing/Registered Nurse
Kansas State University
Bachelor's Human Ecology, Human Development, Family Studies, and Related Services
Meridian Risk Management Inc. 2008 - Present
Principal Financial Group 2006 - 2009
New England Financial 2002 - 2006
Education
Colorado State University 1978 — 1983
Bachelors, Economics/Business
Principal Financial Group March 2005 - Present
AXA Advisors January 2003 - February 2005
West Metro Fire Rescue January 2000 - December 2002
2nd Ranger Battalion 75th Ranger Regiment May 1992 - June 1996
Education
Colorado State University 2002 — 2004
MBA
Metropolitan State College of Denver 1997 — 1999
Bachelor of Science
Principal Financial Group April 2015 - Present
ING April 2012 - Present
Voya Financial August 2013 - April 2015
Cetera Financial Group February 2010 - August 2011
ING Advisors Network July 2007 - February 2010
DeWaay Financial Network July 2006 - July 2007
Transamerica Financial Advisors, Inc. January 2005 - July 2006
Principal Financial Group February 2003 - December 2004
Principal Financial Group June 2000 - February 2003
Principal Financial Group March 1999 - June 2000
Skills
Supervisory Skills, Series 24, Series 7, Securities, Series 63, Mutual Funds, Risk Management, FINRA, Uniform Combined State..., Financial Services, 401k, Investments
Education
Cornell College 1990 — 1994
Bachelor of Arts (B.A.), International Business
Athene USA June 2014 - Present
American Equity May 2013 - June 2014
Farmers Mutual Hail Insurance February 2005 - March 2013
Principal Financial Group October 2001 - January 2005
Principal Global Investors May 2000 - October 2001
Skills
Property & Casualty..., Statutory Accounting, Financial Statements, Financial Reporting, General Ledger, Journal Entries, Bank Reconciliation, Unclaimed Property, Accounts Payable, 1099 Preparation, Commission, Customer Service, Public Speaking, Presentations, Prioritize Workload, Organization, Dependable Team Player, EAS, ImageRight, Microsoft Office, Sage FAS, BizNet, Crystal Reports, Wings, Essbase, PAM for Mortgages, Business Analysis, Insurance
Education
Culver Stockton College 1996 — 2000
Bachelor of Science, Accounting, MIS
Principal Financial Group 1977 - 1998
Education
University of Iowa College of Law 1969 — 1972
Doctor of Law (J.D.)
Creighton University 1959 — 1964
Bachelor of Arts (B.A.), Journalism/Political Science
Centers for Medicare & Medicaid Services June 2004 - Present
FlexTech, Inc. 2002 - 2004
ESI, Incorporated 1999 - 2001
CPC Behavioral Healthcare 1998 - 2000
NCQA 1996 - 1998
Principal Financial Group 1994 - 1996
Value Behavioral Health 1992 - 1994
Family and Child Services of Washington DC 1990 - 1993
Skills
Health Policy, Healthcare, Healthcare Management, Managed Care, Medicare, Policy, Policy Analysis, Program Management, Public Speaking, Healthcare Information...
Education
Bowie State University
Bachelor of Arts (B.A.), Business Administration, Management and Operations
Bowie State University
Bachelor of Science (BS), Behavioral Sciences
Columbia University in the City of New York
Master of Science (MS), Behavioral Aspects of Health
Columbia University in the City of New York
Doctor of Philosophy (PhD), Behavioral Sciences
Principal Financial Group August 2010 - Present
U.S. Congressman Jeff Fortenberry February 2009 - July 2010
USDA Rural Development April 2005 - January 2009
U.S. Congressman Tom Osborne April 2002 - April 2005
Skills
Disability Insurance, Estate Planning, Long Term Care Insurance, Variable Annuities, 401(k), 403 (b), SEP &..., Fixed Annuities, Asset Allocation, Business Continuation..., Business Overheadj..., Buy-Sell Review, Buy-Sell Agreements, Charitable Giving, College Funding..., Deferred Compensation..., Dental Insurance, Executive Benefits..., Financial Needs Analysis, Income Protection, Informal Business..., IRAs (Traditional & ..., Key Person Insurance, Long-Term Care Insurance, Mutual Funds, Pension Plans, Salary Continuation, Split Dollar Plans, Supplemental Retirement..., Survivor Income, Tax-Deferred Savings, Term Life Insurance, Universal Life Insurance, Wealth Accumulation
Education
Colorado State University 1996 — 1998
Master of Science (MS), Pathology and Molecular Biology
Colorado State University 1991 — 1993
Bachelor of Science (BS), Biology - Neurobiology and Anatomy
Western Nebraska Community College 1989 — 1991
Associate of Science (AS), Pre-Medicine/Pre-Medical Studies
Principal Financial Group February 2007 - Present
Adams, Harkness & Hill (Canaccord Adams) October 1992 - September 2000
Skills
Financial Services, 401k, Retirement
Education
Concordia University
Bachelor of Arts (BA), Economics
Principal Financial Group June 2006 - Present
MCI/Verizon February 2003 - June 2006
Skills
Customer Service, Training & Development, Feedback, Leadership
Education
Colorado Technical University 2012 — 2015
Currently Studying my Bachelor's of Science, Criminal Justice/ Human Behavior
Aon Hewitt August 2002 - Present
Aon Hewitt July 1999 - August 2002
Principal Financial Group September 1994 - July 1999
Skills
Business Analysis, Management, Project Management, Consulting, Pensions, Vendor Management, Process Improvement, Team Management, Service Delivery, Change Management
Education
Creighton University 1990 — 1994
Bachelor of Science, Statistics
Valley Forge Asset Management November 2004 - Present
Principal Financial Group August 1989 - October 2002
Skills
401k, ERISA, Pension Administration, Pensions, Profit Sharing, Retirement Plan..., Defined Contribution, Retirement Planning
Education
Cornell University 1974 — 1978
Compass - finances God's way June 2014 - Present
Concordia University, Nebraska January 2012 - Present
Principal Financial Group September 2013 - May 2014
Concordia University, Nebraska June 2008 - August 2013
Skills
Series 7, Series 66, Life and Health, Higher Education, Financial Analysis, Teaching, Enrollment Management, Staff Development, Nonprofits, Uniform Combined State..., Community Outreach, Team Building, Event Planning, Public Speaking, Microsoft Office, Adult Education, Training, Research
Education
Concordia University-Seward 2009 — 2011
Master of Business Administration (MBA), Finance
Concordia University-Seward 2004 — 2008
Bachelor's degree, Business Administration
River of Hope, Inc. 2010 - Present
EcoMaster Corporation 2003 - Present
Palm Desert M I, LLC 2003 - Present
Palm Desert M III, LLC 2003 - Present
Palm Desert MasterBuilders, Inc. 2003 - 2010
Southwestern MasterBuilders, Inc. 2000 - 2006
Southwestern Construction Mgt, Inc. 1997 - 2000
Principal Financial Group 1996 - 1997
Cordes & Company 1994 - 1996
V.A. Isaacs & Associates 1992 - 1994
Education
Colorado School of Mines 1981 — 1986
Engineer's Degree, Petroleum Engineering
IPS Advisors, Inc May 2012 - June 2013
Principal Financial Group November 2008 - June 2011
Foster Benefit Resources April 2004 - May 2008
Education
Collin County Community College
Principal Financial Group January 2015 - Present
Wells Fargo January 2014 - January 2015
Ernst & Young January 2011 - January 2014
Skills
CPA, Internal Controls, Sarbanes-Oxley Act, US GAAP, Auditing
Education
University of Iowa 2009 — 2010
M.Ac., Accounting
Creighton University 2004 — 2008
Bachelor of Science (BSBA), Finance
Focus on the Family May 2007 - Present
Focus on the Family February 2002 - May 2007
Principal Financial Group August 1989 - January 2002
Kmart Corporation 1984 - August 1989
First Security Bank May 1977 - May 1979
Education
Colorado Northwestern Community College 1972 — 1974
Associate's degree, Liberal Arts and Sciences, General Studies and Humanities
Walsenburg High School 1968 — 1972
Basilica of St. John June 2005 - Present
1150 KWKY September 1999 - September 2004
Principal Financial Group March 1994 - September 1998
Rosemary's Beauty Salon September 1976 - February 1991
Windsor Heights Beauty Salon June 1968 - June 1973
Skills
Catechesis, Teaching Classes, webmaster, Computer-savvy, Organization, Communication, Program Management..., Environment Art, Event Designing, People Skills, Ecclesiology, Training, Missiology, Revivals, Ecumenism, Relational Ministry, Church Revitalization, Ignatian Spirituality, Church Events, Congregational..., Leadership, Canon Law, Religious Education, Catholic Social Teaching, Retreat Leader, Church History, Catholic Theology, Scripture, Campus Ministry, Pastoral Theology, Catholic education, Ministry Leadership, Urban Ministry, Church Relations, Spiritual Gifts, Spiritual Leadership, Church Consulting, Ministry Development, Practical Theology, Historical Theology, Christian Ethics, Liturgy, Exhortation, Systematic Theology, Church Media, Church Services, Social Media, Community Outreach, Public Speaking, Fundraising
Education
Iowas Beauty School 1965 — 1966
Licensed by State of Iowa
St. Joseph's Academy 1962 — 1965
High School diploma
Creighton University
2 hour class, Leadership Formation
Vero Insurance February 2011 - Present
Vero Insurance 2011 - Present
Meridian Risk Management 2008 - 2010
Principal Financial Group 2006 - 2008
New England Financial 2003 - 2005
Target Investors 2000 - 2003
American Skandia 1997 - 2000
Skills
Life Insurance, Special Needs Planning, Commercial Insurance, Business Buy/Sell Plans, Key Man Insurance, Property & Casualty..., Flood Insurance, Long Term Disability..., Liability, Risk Assessment, Employee Benefits, Workers Compensation, D&O, Claims Management, General Insurance, Insurance, Risk Management
Education
Colorado State University
Bachelor's Degree
Darien High School
Principal Financial Group February 2014 - Present
Principal Financial Group July 2010 - February 2014
Education
Concordia University-St. Paul 2005 — 2007
Bachelor's degree, Organizational Management and Communications
Hawkeye Community College 2002 — 2004
Associate of Arts (A.A.), General Studies