Principal Global Investors
Industry: Company
DescriptionHeadquarters: Iowa, United States Subsidiaries: Finisterre Capital LLP, Parent organization: PrincipalFeedbackDisclaimer Claim this knowledge panel Knowledge resultSee outside Moved, closed or was never hereReportPrincipal Global Investors (Europe) LtdWebsiteDirections Saved (0) Saved Save 1 Google review Conference center in London, England Address: 1 Wood St, London EC2V 7JB Phone: 020 7710 0220Place name: : : : Website: : : Category: : Website: https://www.principalglobal.com/ Category: Conference Centre Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business? Questions & answers Ask a questionBe the first to ask a question Add a photoThank you for sharing!Your photo will be posted publicly on Google.Contribute MoreFinishedUpload public photos of Principal Global Investors (Europe) Ltd Posting publicly on the Web Write a review Reviews 1 Google review
Principal Global Investors List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Principal Global Investors. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Principal Global Investors Employees
Employee
Years
Job
Industry
Kent DeHart Kent DeHart's Principal Global Investors Experience 2007 - 2008
Job SVP & Business Banking Manager at First Utah Bank
Industry Banking
Experience
First Utah Bank April 2011 - Present
AmericanWest Bank 2008 - 2011
Principal Global Investors 2007 - 2008
Hometown Commercial Capital 2006 - 2007
Bank of the West 2004 - 2006
Zions First National Bank 1995 - 2004
Olympus Bank 1994 - 1995
West One Bank 1991 - 1994
Mellon Bank 1982 - 1990
Skills
C & I lending experience, SBA and USDA lending..., Sales and lending staff..., Business development..., Credit and analytical..., Communication skills, Secondary market..., Lending policy and..., SBA SOPs knowledge, Real estate financing..., Cross-selling skills, Mentoring, Loan structuring, Compensation plans, Budgeting and strategic..., Work-out experience, Banking, Commercial Banking, Commercial Lending, Credit, Credit Analysis, Finance, Financial Structuring, Loans, Portfolio Management, Small Business Lending, Underwriting, Financial Analysis, Commercial Mortgages, Lines Of Credit, Loan Origination, Mergers
Education
Indiana University Bloomington 1980 — 1982
Master of Business Administration (MBA), Finance
Utah State University 1975 — 1979
BA in Business Administration, Business
First Utah Bank April 2011 - Present
AmericanWest Bank 2008 - 2011
Principal Global Investors 2007 - 2008
Hometown Commercial Capital 2006 - 2007
Bank of the West 2004 - 2006
Zions First National Bank 1995 - 2004
Olympus Bank 1994 - 1995
West One Bank 1991 - 1994
Mellon Bank 1982 - 1990
Skills
C & I lending experience, SBA and USDA lending..., Sales and lending staff..., Business development..., Credit and analytical..., Communication skills, Secondary market..., Lending policy and..., SBA SOPs knowledge, Real estate financing..., Cross-selling skills, Mentoring, Loan structuring, Compensation plans, Budgeting and strategic..., Work-out experience, Banking, Commercial Banking, Commercial Lending, Credit, Credit Analysis, Finance, Financial Structuring, Loans, Portfolio Management, Small Business Lending, Underwriting, Financial Analysis, Commercial Mortgages, Lines Of Credit, Loan Origination, Mergers
Education
Indiana University Bloomington 1980 — 1982
Master of Business Administration (MBA), Finance
Utah State University 1975 — 1979
BA in Business Administration, Business
Michael Paschell Michael Paschell's Principal Global Investors Experience June 2006 - Present
Job Business Analyst at Principal Global Investors
Industry Financial Services
Experience
Principal Global Investors June 2006 - Present
Kingland Systems June 2005 - June 2006
Standard & Poor's 2001 - 2005
Skills
Fixed Income, Requirements Gathering, Electronic Trading, SQL, Business Requirements, Program Management, Business Analysis, Investment Management, Blogging, Investments, Software Documentation, Bloomberg, Corporate Actions, Bonds, IT Strategy, Business Architecture, Business Relationship..., Bloomberg Software, Charles River IMS, Fixed Income Technology, MarketAxess, Bloomberg Terminal, FIX, Futures Trading, Technology Research, Agile Application..., Scrum, Agile Methodologies, Cubes, Pivot Tables, DAX Calculation, Equities, SDLC, Portfolio Management, Asset Management
Education
Graceland University 2000 — 2002
Business Administration, Business
AIB College of Business 1999 — 2001
Business Administration/Finance
Principal Global Investors June 2006 - Present
Kingland Systems June 2005 - June 2006
Standard & Poor's 2001 - 2005
Skills
Fixed Income, Requirements Gathering, Electronic Trading, SQL, Business Requirements, Program Management, Business Analysis, Investment Management, Blogging, Investments, Software Documentation, Bloomberg, Corporate Actions, Bonds, IT Strategy, Business Architecture, Business Relationship..., Bloomberg Software, Charles River IMS, Fixed Income Technology, MarketAxess, Bloomberg Terminal, FIX, Futures Trading, Technology Research, Agile Application..., Scrum, Agile Methodologies, Cubes, Pivot Tables, DAX Calculation, Equities, SDLC, Portfolio Management, Asset Management
Education
Graceland University 2000 — 2002
Business Administration, Business
AIB College of Business 1999 — 2001
Business Administration/Finance
Ellie Wakefield Ellie Wakefield's Principal Global Investors Experience October 2011 - May 2012
Job Investment Professional
Industry Investment Management
Experience
Principal Global Investors October 2011 - May 2012
Manpower Inc. of Des Moines 2006 - 2008
Principal Global Investors 2001 - 2006
Principal Global Investors 1995 - 2000
Principal Financial Group 1990 - 1995
Principal Financial Group 1986 - 1990
Skills
Management, Investments, Analysis, Marketing, Finance, Microsoft Excel, Negotiation, Commercial Real Estate, Portfolio Management, Financial Analysis, Valuation, Equities, Financial Modeling
Education
University of Nebraska-Lincoln 1980 — 1983
Bachelor of Science, Business Administration
Hastings College 1979 — 1980
Business Administration
Principal Global Investors October 2011 - May 2012
Manpower Inc. of Des Moines 2006 - 2008
Principal Global Investors 2001 - 2006
Principal Global Investors 1995 - 2000
Principal Financial Group 1990 - 1995
Principal Financial Group 1986 - 1990
Skills
Management, Investments, Analysis, Marketing, Finance, Microsoft Excel, Negotiation, Commercial Real Estate, Portfolio Management, Financial Analysis, Valuation, Equities, Financial Modeling
Education
University of Nebraska-Lincoln 1980 — 1983
Bachelor of Science, Business Administration
Hastings College 1979 — 1980
Business Administration
Holly Swartz Holly Swartz's Principal Global Investors Experience November 2011 - April 2014
Job Managing Director Marketing at Babson Capital Management
Industry Investment Management
Experience
Babson Capital Management April 2014 - Present
Principal Global Investors November 2011 - April 2014
Principal Global Investors March 2009 - October 2011
Principal Global Investors March 2007 - March 2009
Principal Global Investors 2003 - March 2007
Principal Global Investors May 2001 - 2003
Brenton Investments August 1999 - April 2001
Skills
Investments, Marketing Communications, Sales, Asset Management, Mutual Funds, Asset Allocation, Finance, Alternative Investments
Education
Drake University
MBA
Iowa State University
Bachelor of Science (B.S.), Marketing
Babson Capital Management April 2014 - Present
Principal Global Investors November 2011 - April 2014
Principal Global Investors March 2009 - October 2011
Principal Global Investors March 2007 - March 2009
Principal Global Investors 2003 - March 2007
Principal Global Investors May 2001 - 2003
Brenton Investments August 1999 - April 2001
Skills
Investments, Marketing Communications, Sales, Asset Management, Mutual Funds, Asset Allocation, Finance, Alternative Investments
Education
Drake University
MBA
Iowa State University
Bachelor of Science (B.S.), Marketing
Michele Slawson Michele Slawson's Principal Global Investors Experience May 2014 - September 2015
Job Senior Investment Product Advisor at Principal Global Investors
Industry Financial Services
Experience
Kum & Go September 2015 - Present
Principal Global Investors May 2014 - September 2015
Principal Financial Group March 2013 - May 2014
Miles Capital, Inc. April 2011 - March 2013
condo association 2009 - 2013
Aviva Investors January 2011 - April 2011
Aviva Investors North America August 2010 - January 2011
Aviva Investors North America January 2008 - August 2010
Aviva Investors North America May 2007 - January 2008
Civic Music Association March 2006 - May 2007
Skills
Relationship Management, Strategy, Business Analysis, Program Management, Leadership, Financial Services, Project Management, Strategic Planning, Analysis, Investments, Business Development, Business Strategy, Finance, Mutual Funds, Project Delivery, Business Process, Hedge Funds, Business Transformation, Financial Risk, Derivatives, Budgets, Bonds, Asset Management, Project Planning, Financial Analysis
Education
Drake University 1999 — 2002
MBA
Washburn University 1986 — 1990
Ba, Criminal Justice Corrections
Kum & Go September 2015 - Present
Principal Global Investors May 2014 - September 2015
Principal Financial Group March 2013 - May 2014
Miles Capital, Inc. April 2011 - March 2013
condo association 2009 - 2013
Aviva Investors January 2011 - April 2011
Aviva Investors North America August 2010 - January 2011
Aviva Investors North America January 2008 - August 2010
Aviva Investors North America May 2007 - January 2008
Civic Music Association March 2006 - May 2007
Skills
Relationship Management, Strategy, Business Analysis, Program Management, Leadership, Financial Services, Project Management, Strategic Planning, Analysis, Investments, Business Development, Business Strategy, Finance, Mutual Funds, Project Delivery, Business Process, Hedge Funds, Business Transformation, Financial Risk, Derivatives, Budgets, Bonds, Asset Management, Project Planning, Financial Analysis
Education
Drake University 1999 — 2002
MBA
Washburn University 1986 — 1990
Ba, Criminal Justice Corrections
Michael Scebold's Principal Global Investors Experience May 2011 - January 2012
Job Advertising Production Manager at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group September 2015 - Present
Principal Financial Group June 2014 - September 2015
Principal Financial Group March 2013 - June 2014
Principal Financial Group June 2012 - March 2013
Principal Global Investors May 2011 - January 2012
Morgan Stanley Smith Barney May 2010 - August 2010
Skills
Leadership, Development, Project Management, Investor Relations, Social Media, Research, Excel, Analysis, Fixed Income, Relationship Management, Leadership Development, Portfolio Management, Recruiting, Coaching, Sales, Investments, Microsoft Excel
Education
University of Iowa 2013 — 2015
Master of Business Administration (M.B.A.), Marketing, 4.0 GPA
Iowa State University 2008 — 2012
Bachelor's Degree, Finance and Economics, 3.8 GPA
Principal Financial Group September 2015 - Present
Principal Financial Group June 2014 - September 2015
Principal Financial Group March 2013 - June 2014
Principal Financial Group June 2012 - March 2013
Principal Global Investors May 2011 - January 2012
Morgan Stanley Smith Barney May 2010 - August 2010
Skills
Leadership, Development, Project Management, Investor Relations, Social Media, Research, Excel, Analysis, Fixed Income, Relationship Management, Leadership Development, Portfolio Management, Recruiting, Coaching, Sales, Investments, Microsoft Excel
Education
University of Iowa 2013 — 2015
Master of Business Administration (M.B.A.), Marketing, 4.0 GPA
Iowa State University 2008 — 2012
Bachelor's Degree, Finance and Economics, 3.8 GPA
Nick Heer Nick Heer's Principal Global Investors Experience January 2006 - August 2006
Job Research/Remediation Analyst at Wells Fargo
Industry Financial Services
Experience
Capital City Property Management April 2014 - Present
Wells Fargo January 2015 - Present
Kum & Go May 2014 - October 2014
Wells Fargo January 2008 - June 2014
Premier Mortgage July 2007 - December 2007
Midland Loan Services January 2007 - July 2007
Principal Global Investors January 2006 - August 2006
Skills
Investment Properties, Leases, Contract Negotiation, Asset Management, Portfolio Management, Foreclosures, Sales, REO
Education
Drake University 2012 — 2015
Masters of Business Administration
University of Northern Iowa 2001 — 2006
Bachelor's degree, Finance and Real Estate
Capital City Property Management April 2014 - Present
Wells Fargo January 2015 - Present
Kum & Go May 2014 - October 2014
Wells Fargo January 2008 - June 2014
Premier Mortgage July 2007 - December 2007
Midland Loan Services January 2007 - July 2007
Principal Global Investors January 2006 - August 2006
Skills
Investment Properties, Leases, Contract Negotiation, Asset Management, Portfolio Management, Foreclosures, Sales, REO
Education
Drake University 2012 — 2015
Masters of Business Administration
University of Northern Iowa 2001 — 2006
Bachelor's degree, Finance and Real Estate
Jeffrey Konrad's Principal Global Investors Experience August 2015 - Present
Job Investment Accounting Intern at Principal Global Investors
Industry Accounting
Experience
Principal Global Investors August 2015 - Present
Deloitte June 2015 - Present
Principal Global Investors September 2013 - May 2015
KPMG Des Moines 2014 - 2014
Leadership Iowa University 2014 - 2014
Finish Strong Force Elite Baseball May 2013 - August 2013
Graham's Fine Chocolate and Ice Cream October 2010 - August 2013
Principal Financial Group May 2013 - May 2013
Drake University January 2013 - May 2013
PMA Friction Products Inc. June 2010 - August 2010
Skills
Microsoft Excel, Leadership, Dedication to work, Dedication to..., Microsoft Office, Active Team Player, Energetic Leader, Hardwork, Microsoft Access, Access, Time Management, Teamwork, PowerPoint, Accounting
Education
Drake University 2013 — 2016
Accounting and Finance
University of Iowa 2012 — 2012
Principal Global Investors August 2015 - Present
Deloitte June 2015 - Present
Principal Global Investors September 2013 - May 2015
KPMG Des Moines 2014 - 2014
Leadership Iowa University 2014 - 2014
Finish Strong Force Elite Baseball May 2013 - August 2013
Graham's Fine Chocolate and Ice Cream October 2010 - August 2013
Principal Financial Group May 2013 - May 2013
Drake University January 2013 - May 2013
PMA Friction Products Inc. June 2010 - August 2010
Skills
Microsoft Excel, Leadership, Dedication to work, Dedication to..., Microsoft Office, Active Team Player, Energetic Leader, Hardwork, Microsoft Access, Access, Time Management, Teamwork, PowerPoint, Accounting
Education
Drake University 2013 — 2016
Accounting and Finance
University of Iowa 2012 — 2012
Crystal McClenthen, CFA's Principal Global Investors Experience March 2012 - November 2013
Job Senior Product Manager at Principal Funds
Industry Financial Services
Experience
Principal Funds November 2013 - Present
Principal Global Investors March 2012 - November 2013
Aviva Investors January 2011 - March 2012
Aviva Investors January 2009 - January 2011
McKinley Capital Management August 2006 - September 2008
McKinley Capital Management January 2005 - August 2006
Smith Barney April 2003 - January 2005
Skills
Portfolio Management, Equities, Asset Management, Alternative Investments, Asset Managment, Asset Allocation, Investments, Derivatives, Mutual Funds, Fixed Income, Investment Strategies, Bloomberg, Bonds, Series 7, Series 24
Education
University of Alaska Anchorage 2002 — 2004
BA, Management and Marketing
Illinois State University 2000 — 2002
Principal Funds November 2013 - Present
Principal Global Investors March 2012 - November 2013
Aviva Investors January 2011 - March 2012
Aviva Investors January 2009 - January 2011
McKinley Capital Management August 2006 - September 2008
McKinley Capital Management January 2005 - August 2006
Smith Barney April 2003 - January 2005
Skills
Portfolio Management, Equities, Asset Management, Alternative Investments, Asset Managment, Asset Allocation, Investments, Derivatives, Mutual Funds, Fixed Income, Investment Strategies, Bloomberg, Bonds, Series 7, Series 24
Education
University of Alaska Anchorage 2002 — 2004
BA, Management and Marketing
Illinois State University 2000 — 2002
Susan Baur Van Meter Susan Baur Van Meter's Principal Global Investors Experience September 2013 - Present
Job Portfolio Management and Trading Assistant at Principal Global Investors
Industry Financial Services
Experience
Principal Global Investors September 2013 - Present
Aberdeen Inc May 2012 - September 2013
Noble Financial May 2011 - May 2012
HedgeCo Investment Management January 2011 - May 2011
Mackinac Savings Bank FSB May 2006 - May 2011
Skills
Equity Research, Analysis, Investments, Portfolio Management, Capital Markets, Valuation, Financial Modeling, Financial Analysis, Due Diligence, Bloomberg, Accounting, Equities, Hedge Funds, Investment Banking, Securities, Trading
Education
Florida Atlantic University 2008 — 2010
BBA, Finance, Minor Economics
Principal Global Investors September 2013 - Present
Aberdeen Inc May 2012 - September 2013
Noble Financial May 2011 - May 2012
HedgeCo Investment Management January 2011 - May 2011
Mackinac Savings Bank FSB May 2006 - May 2011
Skills
Equity Research, Analysis, Investments, Portfolio Management, Capital Markets, Valuation, Financial Modeling, Financial Analysis, Due Diligence, Bloomberg, Accounting, Equities, Hedge Funds, Investment Banking, Securities, Trading
Education
Florida Atlantic University 2008 — 2010
BBA, Finance, Minor Economics
Luke Walker's Principal Global Investors Experience March 2011 - December 2011
Job Operations Specialist at Magnetar Capital
Industry Capital Markets
Experience
Magnetar Capital January 2015 - Present
OTC Structured Products, Hedge Fund Services June 2014 - December 2014
OTC Structured Products, Northern Trust September 2013 - June 2014
Aviva Investors June 2012 - August 2013
Aviva Investors November 2011 - June 2012
Principal Global Investors March 2011 - December 2011
Principal Global Investors January 2009 - March 2011
Principal Financial Group July 2007 - December 2008
Skills
Data Integrity, Fixed Income, Bloomberg, Settlement, Portia, Loans, Corporate Actions, Debt, Bonds, Securities, Credit, Asset Management, Interest Rate Swaps, Variance Swaps, Credit Derivatives, Exotic Derivatives, Options, FX Options, Portfolio Management, Investment Management, Derivatives, Equities, Investments, Swaps, Collateral Management, Finance, Hedge Funds
Education
University of Notre Dame - Mendoza College of Business 2015 — 2016
Master's Degree, Finance and Financial Management Services
Hillsdale College 2004 — 2007
B.A., Financial Management
Magnetar Capital January 2015 - Present
OTC Structured Products, Hedge Fund Services June 2014 - December 2014
OTC Structured Products, Northern Trust September 2013 - June 2014
Aviva Investors June 2012 - August 2013
Aviva Investors November 2011 - June 2012
Principal Global Investors March 2011 - December 2011
Principal Global Investors January 2009 - March 2011
Principal Financial Group July 2007 - December 2008
Skills
Data Integrity, Fixed Income, Bloomberg, Settlement, Portia, Loans, Corporate Actions, Debt, Bonds, Securities, Credit, Asset Management, Interest Rate Swaps, Variance Swaps, Credit Derivatives, Exotic Derivatives, Options, FX Options, Portfolio Management, Investment Management, Derivatives, Equities, Investments, Swaps, Collateral Management, Finance, Hedge Funds
Education
University of Notre Dame - Mendoza College of Business 2015 — 2016
Master's Degree, Finance and Financial Management Services
Hillsdale College 2004 — 2007
B.A., Financial Management
Jeffrey Fossell Jeffrey Fossell's Principal Global Investors Experience 1992 - 2008
Job Portfolio Manager American Equity Investment Life Insurance Company
Industry Investment Management
Experience
American Equity Investment Life Insurance Company October 2010 - Present
True Compass Advisors, LLC September 2008 - Present
North American Banking Company 2000 - 2009
Principal Global Investors 1992 - 2008
Accenture 1988 - 1991
Skills
Derivatives, Portfolio Management, Investments, Structured Finance, Private Equity, Risk Management, Securities, Financial Structuring, Business Strategy, Securitization, Asset Managment, Alternative Investments, Fixed Income, Investment Management, Bloomberg, Financial Modeling, Asset Management, Equities, Commodity, Insurance, Hedge Funds, Valuation, Financial Advisory, Private Placements
Education
University of Minnesota - Carlson School of Management 1986 — 1988
MBA, Operations Management
Gustavus Adolphus College 1981 — 1985
BA, Sociology
American Equity Investment Life Insurance Company October 2010 - Present
True Compass Advisors, LLC September 2008 - Present
North American Banking Company 2000 - 2009
Principal Global Investors 1992 - 2008
Accenture 1988 - 1991
Skills
Derivatives, Portfolio Management, Investments, Structured Finance, Private Equity, Risk Management, Securities, Financial Structuring, Business Strategy, Securitization, Asset Managment, Alternative Investments, Fixed Income, Investment Management, Bloomberg, Financial Modeling, Asset Management, Equities, Commodity, Insurance, Hedge Funds, Valuation, Financial Advisory, Private Placements
Education
University of Minnesota - Carlson School of Management 1986 — 1988
MBA, Operations Management
Gustavus Adolphus College 1981 — 1985
BA, Sociology
Christopher Redman Christopher Redman's Principal Global Investors Experience August 2006 - Present
Job IT Application Analyst Senior at Principal Global Investors
Industry Investment Management
Experience
Principal Global Investors August 2006 - Present
Liberty Mutual Insurance August 1998 - July 2006
Skills
C#, Microsoft SQL Server, .NET, Portia, SQL, Databases, SDLC, SSIS, SSRS, REST, JSON, SharePoint, XML, Visual Basic, VB.NET, DTS, Requirements Analysis
Education
Iowa State University 1995 — 1998
Bachelor's degree, Management Information Systems
Principal Global Investors August 2006 - Present
Liberty Mutual Insurance August 1998 - July 2006
Skills
C#, Microsoft SQL Server, .NET, Portia, SQL, Databases, SDLC, SSIS, SSRS, REST, JSON, SharePoint, XML, Visual Basic, VB.NET, DTS, Requirements Analysis
Education
Iowa State University 1995 — 1998
Bachelor's degree, Management Information Systems
Aaron Kane Aaron Kane's Principal Global Investors Experience January 2014 - Present
Job SMA Investment Operations at Principal Global Investors
Industry Investment Management
Experience
Principal Global Investors January 2014 - Present
Athene Asset Management September 2013 - January 2014
Aviva Investors July 2012 - September 2013
Aviva Investors June 2011 - June 2012
Skills
Crystal Reports, Microsoft SQL Server, Bloomberg, BlackRock Aladdin, Charles River IMS, Omgeo Oasys, Investment Management, Investments, Microsoft Excel
Education
Iowa State University 2014 — 2016
Master of Business Administration (MBA), Business Administration and Management, General
Iowa State University 2007 — 2012
Bachelor's degree, Accounting
Principal Global Investors January 2014 - Present
Athene Asset Management September 2013 - January 2014
Aviva Investors July 2012 - September 2013
Aviva Investors June 2011 - June 2012
Skills
Crystal Reports, Microsoft SQL Server, Bloomberg, BlackRock Aladdin, Charles River IMS, Omgeo Oasys, Investment Management, Investments, Microsoft Excel
Education
Iowa State University 2014 — 2016
Master of Business Administration (MBA), Business Administration and Management, General
Iowa State University 2007 — 2012
Bachelor's degree, Accounting
Andrew Hoch, MBA Andrew Hoch, MBA's Principal Global Investors Experience May 2015 - Present
Job Capital Markets Analyst II at Principal Global Investors
Industry Investment Management
Experience
Principal Global Investors May 2015 - Present
Principal Global Investors December 2014 - April 2015
Principal Global Investors March 2014 - November 2014
Principal Global Investors March 2011 - February 2014
Principal Global Investors January 2008 - February 2011
Principal Commercial Acceptance January 2007 - August 2007
Skills
Investments, Asset Management, Valuation, Financial Analysis, Loans, Real Estate, Commercial Mortgages, Credit Analysis, Finance, Leases, Management, Underwriting, Leadership, Microsoft Excel, Due Diligence
Education
Iowa State University 2010 — 2013
Master of Business Administration (MBA), General Studies
Iowa State University 2003 — 2007
Bachelor of Science (BS), Finance, General
Principal Global Investors May 2015 - Present
Principal Global Investors December 2014 - April 2015
Principal Global Investors March 2014 - November 2014
Principal Global Investors March 2011 - February 2014
Principal Global Investors January 2008 - February 2011
Principal Commercial Acceptance January 2007 - August 2007
Skills
Investments, Asset Management, Valuation, Financial Analysis, Loans, Real Estate, Commercial Mortgages, Credit Analysis, Finance, Leases, Management, Underwriting, Leadership, Microsoft Excel, Due Diligence
Education
Iowa State University 2010 — 2013
Master of Business Administration (MBA), General Studies
Iowa State University 2003 — 2007
Bachelor of Science (BS), Finance, General
Chad Nichols Chad Nichols's Principal Global Investors Experience January 2001 - Present
Job Investment Operations Manager
Industry Investment Management
Experience
Principal Global Investors January 2001 - Present
Engineering Animation, Inc. February 1999 - January 2001
Skills
Accounting, Investment Operations, Charles River IMS, Portia, Leadership, Trade Support, Security Litigation, Corporate Actions, Payroll, Banking, Asset Managment, Securities, Asset Management, Investments, Trading, Fixed Income, Equities
Education
Graceland University
Bachelor of Arts, Finance
AIB College of Business
Associate of Business, Finance
Principal Global Investors January 2001 - Present
Engineering Animation, Inc. February 1999 - January 2001
Skills
Accounting, Investment Operations, Charles River IMS, Portia, Leadership, Trade Support, Security Litigation, Corporate Actions, Payroll, Banking, Asset Managment, Securities, Asset Management, Investments, Trading, Fixed Income, Equities
Education
Graceland University
Bachelor of Arts, Finance
AIB College of Business
Associate of Business, Finance
Jonathan Falk's Principal Global Investors Experience May 2015 - August 2015
Job Finance Major
Industry Financial Services
Experience
Principal Global Investors May 2015 - August 2015
Yik Yak, Inc. August 2014 - May 2015
The Law Offices of Adam H. Moser, Esq. June 2014 - August 2014
MediaBrix June 2014 - August 2014
Lawrence Woodmere Academy June 2013 - August 2013
Owl 57 January 2013 - May 2013
Camp Lokanda June 2012 - August 2012
Skills
Coachable, Communication, Coaching, Microsoft Excel, Excel Dashboards, MS Excel Pivot Tables, Microsoft Office, Mac, Windows, PowerPoint, Presentations, Customer Service, Social Networking
Education
Indiana University - Kelley School of Business 2013 — 2017
Principal Global Investors May 2015 - August 2015
Yik Yak, Inc. August 2014 - May 2015
The Law Offices of Adam H. Moser, Esq. June 2014 - August 2014
MediaBrix June 2014 - August 2014
Lawrence Woodmere Academy June 2013 - August 2013
Owl 57 January 2013 - May 2013
Camp Lokanda June 2012 - August 2012
Skills
Coachable, Communication, Coaching, Microsoft Excel, Excel Dashboards, MS Excel Pivot Tables, Microsoft Office, Mac, Windows, PowerPoint, Presentations, Customer Service, Social Networking
Education
Indiana University - Kelley School of Business 2013 — 2017
Sunita Advaney's Principal Global Investors Experience March 2014 - Present
Job Principal Global Investors, Director of SubAdvisory Business Development
Industry Financial Services
Experience
Principal Global Investors March 2014 - Present
Munder Capital Management December 2011 - March 2014
Wells Capital Management January 2009 - December 2011
Evergreen Investments October 2007 - December 2008
Deutsche Asset Management September 1999 - October 2007
Skills
Mutual Funds, Retirement, Investment Strategies, Alternative Investments, Options, Banking, Series 7, Insurance, Asset Management, Asset Allocation, Equities, Series 63, Finance, Investment Management, Hedge Funds
Education
Hofstra University 1992 — 1996
BA, International Business
Bryant Highschool 1989 — 1992
Principal Global Investors March 2014 - Present
Munder Capital Management December 2011 - March 2014
Wells Capital Management January 2009 - December 2011
Evergreen Investments October 2007 - December 2008
Deutsche Asset Management September 1999 - October 2007
Skills
Mutual Funds, Retirement, Investment Strategies, Alternative Investments, Options, Banking, Series 7, Insurance, Asset Management, Asset Allocation, Equities, Series 63, Finance, Investment Management, Hedge Funds
Education
Hofstra University 1992 — 1996
BA, International Business
Bryant Highschool 1989 — 1992
Katelyn Wheeldon's Principal Global Investors Experience August 2014 - August 2014
Job Grading Assistant, Introduction to Taxation at University of Iowa Henry B. Tippie College of Business
Industry Higher Education
Experience
University of Iowa - Henry B. Tippie College of Business August 2015 - Present
University of Iowa Krause Fund August 2014 - Present
PwC May 2015 - August 2015
Principal Global Investors August 2014 - August 2014
Passage Global Capital Management May 2014 - August 2014
PwC June 2014 - June 2014
UBS May 2014 - May 2014
The University of Iowa August 2013 - May 2014
Dardis Academy May 2013 - August 2013
Bows and Ribbons Gift Wrapping October 2009 - July 2012
Skills
PowerPoint, Budgets, Microsoft Word, Microsoft Office, Social Media, Microsoft Excel, Teamwork, Public Speaking, Event Planning, Customer Service, Facebook, Photoshop, Oral & Written..., Time Management, Organization &..., Leadership
Education
University of Iowa 2012 — 2016
Bachelor of Business Administration (B.B.A.), Accounting and Finance, International Business Certificate
Universidade Federal de Santa Catarina 2015 — 2015
Study Abroad
Indian Hills Community College 2010 — 2012
Entrepreneurial Studies High School Program, 4.0
Sigourney High School 2008 — 2012
University of Iowa - Henry B. Tippie College of Business August 2015 - Present
University of Iowa Krause Fund August 2014 - Present
PwC May 2015 - August 2015
Principal Global Investors August 2014 - August 2014
Passage Global Capital Management May 2014 - August 2014
PwC June 2014 - June 2014
UBS May 2014 - May 2014
The University of Iowa August 2013 - May 2014
Dardis Academy May 2013 - August 2013
Bows and Ribbons Gift Wrapping October 2009 - July 2012
Skills
PowerPoint, Budgets, Microsoft Word, Microsoft Office, Social Media, Microsoft Excel, Teamwork, Public Speaking, Event Planning, Customer Service, Facebook, Photoshop, Oral & Written..., Time Management, Organization &..., Leadership
Education
University of Iowa 2012 — 2016
Bachelor of Business Administration (B.B.A.), Accounting and Finance, International Business Certificate
Universidade Federal de Santa Catarina 2015 — 2015
Study Abroad
Indian Hills Community College 2010 — 2012
Entrepreneurial Studies High School Program, 4.0
Sigourney High School 2008 — 2012
Bill McDonough, CFA's Principal Global Investors Experience August 2009 - July 2012
Job Vice President of Investments at Sammons Financial Group Member Companies
Industry Investment Management
Experience
Sammons Financial Group Member Companies November 2014 - Present
Core Capital Strategies November 2013 - July 2014
Aviva USA July 2012 - October 2013
Principal Global Investors August 2009 - July 2012
Principal Global Investors Europe - London, UK August 2008 - August 2009
Principal Global Investors November 2006 - August 2008
Principal Global Investors August 2003 - November 2006
Principal Afore; Monterrey, Mexico October 1997 - August 2003
Principal Global Investors July 1994 - October 1997
Principal Financial Group May 1993 - July 1994
Skills
Fixed Income, Portfolio Management, Equities, Capital Markets, Asset Managment, Investments, Investment Banking, Trading, Emerging Markets, Risk Management, Securities, Mergers, Credit, Financial Services, Financial Analysis, Asset Management, Financial Risk, Bonds, Mergers & Acquisitions, Bloomberg
Education
Drake University 1993 — 1996
MBA, Finance
Loras College 1988 — 1992
BA, Finance, Economics, Business
Georgetown University 1991 — 1991
Global Economics and Political Structures
Sammons Financial Group Member Companies November 2014 - Present
Core Capital Strategies November 2013 - July 2014
Aviva USA July 2012 - October 2013
Principal Global Investors August 2009 - July 2012
Principal Global Investors Europe - London, UK August 2008 - August 2009
Principal Global Investors November 2006 - August 2008
Principal Global Investors August 2003 - November 2006
Principal Afore; Monterrey, Mexico October 1997 - August 2003
Principal Global Investors July 1994 - October 1997
Principal Financial Group May 1993 - July 1994
Skills
Fixed Income, Portfolio Management, Equities, Capital Markets, Asset Managment, Investments, Investment Banking, Trading, Emerging Markets, Risk Management, Securities, Mergers, Credit, Financial Services, Financial Analysis, Asset Management, Financial Risk, Bonds, Mergers & Acquisitions, Bloomberg
Education
Drake University 1993 — 1996
MBA, Finance
Loras College 1988 — 1992
BA, Finance, Economics, Business
Georgetown University 1991 — 1991
Global Economics and Political Structures
Doug Harper Doug Harper's Principal Global Investors Experience 2011 - Present
Job Managing Director at Principal Real Estate Investors
Industry Investment Management
Experience
Principal Global Investors 2011 - Present
Education
Emory University - Goizueta Business School
Vanderbilt University
Principal Global Investors 2011 - Present
Education
Emory University - Goizueta Business School
Vanderbilt University
Craig Perry Craig Perry's Principal Global Investors Experience 1999 - 1999
Job Commercial Mortgage Consultant at Obduro Capital LLC
Industry Financial Services
Experience
Obduro Capital, LLC 2012 - Present
AEGON USA Investment Management 1999 - 2011
Principal Global Investors 1999 - 1999
Skills
Loans, Commercial Real Estate, Real Estate Financing, Mortgage Lending, Commercial Mortgages, Asset Based Lending, Credit Analysis, Venture Capital, Financial Structuring, Commercial Lending, Loan Origination, Credit, Investments, Asset Management, Portfolio Management, Fixed Income, Fixed Income Trading, Bonds, Commercial Finance, Debt & Equity Financing, Factoring, Bridge Financing, Lines Of Credit, Working Capital..., Funding, Private Equity, Small Business, Underwriting
Education
Indiana University Bloomington 2003 — 2005
MS, Finance
University of Iowa 1995 — 1999
BBA, Finance
Obduro Capital, LLC 2012 - Present
AEGON USA Investment Management 1999 - 2011
Principal Global Investors 1999 - 1999
Skills
Loans, Commercial Real Estate, Real Estate Financing, Mortgage Lending, Commercial Mortgages, Asset Based Lending, Credit Analysis, Venture Capital, Financial Structuring, Commercial Lending, Loan Origination, Credit, Investments, Asset Management, Portfolio Management, Fixed Income, Fixed Income Trading, Bonds, Commercial Finance, Debt & Equity Financing, Factoring, Bridge Financing, Lines Of Credit, Working Capital..., Funding, Private Equity, Small Business, Underwriting
Education
Indiana University Bloomington 2003 — 2005
MS, Finance
University of Iowa 1995 — 1999
BBA, Finance
Travis Vander Linden Travis Vander Linden's Principal Global Investors Experience August 2012 - Present
Job Global Risk Management Analyst at Principal Global Investors
Industry Investment Management
Experience
Principal Global Investors August 2012 - Present
Principal Global Investors December 2011 - July 2012
Skills
Microsoft Office, Financial Modeling, Financial Forecasting, Time Value of Money, Oral and Written..., Mediation, Cross-cultural Teams, Strategic Planning, Market Research, Management, Due Diligence, Leadership, Public Speaking
Education
Grenoble Ecole de Management - Grenoble Graduate School of Business 2011 — 2011
BA, International Business
University of Northern Iowa 2008 — 2011
BA, Finance, Real Estate
Principal Global Investors August 2012 - Present
Principal Global Investors December 2011 - July 2012
Skills
Microsoft Office, Financial Modeling, Financial Forecasting, Time Value of Money, Oral and Written..., Mediation, Cross-cultural Teams, Strategic Planning, Market Research, Management, Due Diligence, Leadership, Public Speaking
Education
Grenoble Ecole de Management - Grenoble Graduate School of Business 2011 — 2011
BA, International Business
University of Northern Iowa 2008 — 2011
BA, Finance, Real Estate
Ryan Linder, CIPM's Principal Global Investors Experience June 2014 - Present
Job Performance Manager at Principal Global Investors
Industry Investment Management
Experience
Principal Global Investors June 2014 - Present
Principal Global Investors March 2012 - Present
Principal Global Investors February 2008 - March 2012
Principal Global Investors May 2006 - February 2008
Skills
Factset, Excel, Microsoft Office, Portia, Social Media, PowerPoint, Word, Morningstar, Bloomberg Terminal, Performance Attribution, Risk Measurement, Microsoft Excel, Microsoft Word, Bloomberg, Equities, Financial Analysis, Asset Management, Finance, Management, Financial Modeling
Education
Drake University 2003 — 2007
Bachelor's degree, Finance & Marketing double major
Drake University 2003 — 2007
Bachelor's degree, Finance, General
Principal Global Investors June 2014 - Present
Principal Global Investors March 2012 - Present
Principal Global Investors February 2008 - March 2012
Principal Global Investors May 2006 - February 2008
Skills
Factset, Excel, Microsoft Office, Portia, Social Media, PowerPoint, Word, Morningstar, Bloomberg Terminal, Performance Attribution, Risk Measurement, Microsoft Excel, Microsoft Word, Bloomberg, Equities, Financial Analysis, Asset Management, Finance, Management, Financial Modeling
Education
Drake University 2003 — 2007
Bachelor's degree, Finance & Marketing double major
Drake University 2003 — 2007
Bachelor's degree, Finance, General
Woehler\ Joel Woehler\ Joel's Principal Global Investors Experience June 2001 - Present
Job Investment Director Asset Management at Principal Real Estate Investors
Industry Investment Management
Experience
Principal Global Investors June 2001 - Present
AmerUs Group October 1997 - June 2001
Education
Drake University 2000 — 2002
Master of Business Administration (M.B.A.)
University of Northern Iowa
Principal Global Investors June 2001 - Present
AmerUs Group October 1997 - June 2001
Education
Drake University 2000 — 2002
Master of Business Administration (M.B.A.)
University of Northern Iowa
Dennis Kracik Dennis Kracik's Principal Global Investors Experience February 2003 - April 2007
Job Managing Director at Ares Management
Industry Commercial Real Estate
Experience
Ares Management August 2011 - Present
Wrightwood Capital May 2007 - August 2011
Principal Global Investors February 2003 - April 2007
Allstate Financial May 2000 - January 2003
Principal Global Investors August 1993 - April 2000
Skills
Asset Managment, Loan Origination, Investments, Loans, Credit, Capital Markets, Commercial Mortgages, Commercial Real Estate, Real Estate Economics, Real Estate Development, Asset Management, Valuation, Disposition, Structured Finance, Financial Structuring, Real Estate Financing, Real Estate Transactions, Relationship Management, Financial Modeling, Underwriting, Real Estate, Private Equity, Due Diligence, Mezzanine, REO, Acquisitions, Investment Properties, Portfolio Management, Real Estate Private..., Finance, Brokerage, CMBS, Mergers & Acquisitions, Securitization, Financial Analysis, Alternative Investments, Equities, Leveraged Finance, Corporate Finance, Credit Analysis, Capital, Investor Relations, Investment Banking, Private Placements, Commercial Lending, Funding, Joint Ventures, Debt Restructuring, Hedge Funds, Bonds
Education
University of Iowa - Henry B. Tippie College of Business
MBA
Illinois State University
BS, Finance
Ares Management August 2011 - Present
Wrightwood Capital May 2007 - August 2011
Principal Global Investors February 2003 - April 2007
Allstate Financial May 2000 - January 2003
Principal Global Investors August 1993 - April 2000
Skills
Asset Managment, Loan Origination, Investments, Loans, Credit, Capital Markets, Commercial Mortgages, Commercial Real Estate, Real Estate Economics, Real Estate Development, Asset Management, Valuation, Disposition, Structured Finance, Financial Structuring, Real Estate Financing, Real Estate Transactions, Relationship Management, Financial Modeling, Underwriting, Real Estate, Private Equity, Due Diligence, Mezzanine, REO, Acquisitions, Investment Properties, Portfolio Management, Real Estate Private..., Finance, Brokerage, CMBS, Mergers & Acquisitions, Securitization, Financial Analysis, Alternative Investments, Equities, Leveraged Finance, Corporate Finance, Credit Analysis, Capital, Investor Relations, Investment Banking, Private Placements, Commercial Lending, Funding, Joint Ventures, Debt Restructuring, Hedge Funds, Bonds
Education
University of Iowa - Henry B. Tippie College of Business
MBA
Illinois State University
BS, Finance
Shayne Miller Shayne Miller's Principal Global Investors Experience April 2006 - March 2009
Job Senior Associate, Management Consulting at McGladrey
Industry Financial Services
Experience
Power Life Yoga January 2014 - Present
McGladrey April 2013 - Present
Community Choice Credit Union June 2012 - February 2013
Shottenkirk Chevrolet December 2011 - August 2012
Fiserv January 2011 - December 2011
Bank of the West December 2009 - December 2010
Principal Global Investors April 2006 - March 2009
Skills
Branch Administration, Branch Operation, Deposit Growth, Small Business Lending, Consumer Lending, Finance, Teller Operations, Community Banking, Branch Handling, Bank Management, Lines Of Credit, Home Equity Loans, Home Equity Lines of..., New Account Growth, Bank Secrecy Act, Manage Client..., Accounting, Credit Bureau, Credit Analysis, Credit Card Analytics, Insurance Risk, Underwriting, Credit Unions, Relationship Management, Portfolio Management, Banking Relationships, Risk Management, Loans, Financial Services, Credit, Vendor Management, Management, Financial Analysis
Education
Drake University 2005 — 2007
Master of Business Administration (MBA), Finance
Northwest Missouri State University 1996 — 2001
Bachelor's degree, Accounting and Finance
Dowling High School 1992 — 1996
Power Life Yoga January 2014 - Present
McGladrey April 2013 - Present
Community Choice Credit Union June 2012 - February 2013
Shottenkirk Chevrolet December 2011 - August 2012
Fiserv January 2011 - December 2011
Bank of the West December 2009 - December 2010
Principal Global Investors April 2006 - March 2009
Skills
Branch Administration, Branch Operation, Deposit Growth, Small Business Lending, Consumer Lending, Finance, Teller Operations, Community Banking, Branch Handling, Bank Management, Lines Of Credit, Home Equity Loans, Home Equity Lines of..., New Account Growth, Bank Secrecy Act, Manage Client..., Accounting, Credit Bureau, Credit Analysis, Credit Card Analytics, Insurance Risk, Underwriting, Credit Unions, Relationship Management, Portfolio Management, Banking Relationships, Risk Management, Loans, Financial Services, Credit, Vendor Management, Management, Financial Analysis
Education
Drake University 2005 — 2007
Master of Business Administration (MBA), Finance
Northwest Missouri State University 1996 — 2001
Bachelor's degree, Accounting and Finance
Dowling High School 1992 — 1996
Andrew Platt Andrew Platt's Principal Global Investors Experience June 2013 - January 2014
Job Associate Consultant at Semler Brossy Consulting Group
Industry Management Consulting
Experience
Principal Global Investors June 2013 - January 2014
JCC of Chicago June 2012 - August 2012
GCommerce Inc June 2011 - August 2011
University of Chicago Medicine June 2007 - August 2007
Education
Grinnell College 2010 — 2013
Economics and Music
Principal Global Investors June 2013 - January 2014
JCC of Chicago June 2012 - August 2012
GCommerce Inc June 2011 - August 2011
University of Chicago Medicine June 2007 - August 2007
Education
Grinnell College 2010 — 2013
Economics and Music
Emily Hippen's Principal Global Investors Experience January 2002 - October 2009
Job Attorney at Otten Johnson
Industry Commercial Real Estate
Experience
Otten Johnson November 2011 - Present
Kilpatrick Townsend & Stockton LLP May 2010 - November 2011
Principal Global Investors January 2002 - October 2009
Kilpatrick Stockton May 2009 - July 2009
Education
Drake University Law School 2005 — 2009
Juris Doctorate
Iowa State University - College of Business 1999 — 2002
B.S., Finance
Otten Johnson November 2011 - Present
Kilpatrick Townsend & Stockton LLP May 2010 - November 2011
Principal Global Investors January 2002 - October 2009
Kilpatrick Stockton May 2009 - July 2009
Education
Drake University Law School 2005 — 2009
Juris Doctorate
Iowa State University - College of Business 1999 — 2002
B.S., Finance
Tasha Gould, MAI Tasha Gould, MAI's Principal Global Investors Experience May 2014 - Present
Job Appraiser at Principal Global Investors
Industry Real Estate
Experience
Principal Global Investors May 2014 - Present
Skills
Real Estate Valuation, Financial Analysis, Market Analysis, Narrative Presentation, Goal Development, Communication, USPAP Concepts and..., Group Collaboration, Market Research, Argus Software, Cost Analysis, Feasibility Studies, Appraisals, Apartments, Commercial Real Estate, Property Management, Location Intelligence, Cost Benefit, Real Estate, Leases, Valuation, Shopping Centers, Brokerage, Real Property, Property, Investment Properties, Investors, Corporate Real Estate, Real Estate Economics, Disposition, Mixed-use, Real Estate Transactions, Landlords, Real Estate Development, REO, Land Acquisition, Relocation, Single Family Homes, 1031 Exchanges, Real Estate Financing, Lease Administration, HUD, Sellers, Condos, Residential Homes, Investments, Strategic Planning, Management, Leadership
Education
Drake University
Bachelor of Arts, Art History
The School of the Art Institute of Chicago
Graduate, Art History and Decorative Arts
Principal Global Investors May 2014 - Present
Skills
Real Estate Valuation, Financial Analysis, Market Analysis, Narrative Presentation, Goal Development, Communication, USPAP Concepts and..., Group Collaboration, Market Research, Argus Software, Cost Analysis, Feasibility Studies, Appraisals, Apartments, Commercial Real Estate, Property Management, Location Intelligence, Cost Benefit, Real Estate, Leases, Valuation, Shopping Centers, Brokerage, Real Property, Property, Investment Properties, Investors, Corporate Real Estate, Real Estate Economics, Disposition, Mixed-use, Real Estate Transactions, Landlords, Real Estate Development, REO, Land Acquisition, Relocation, Single Family Homes, 1031 Exchanges, Real Estate Financing, Lease Administration, HUD, Sellers, Condos, Residential Homes, Investments, Strategic Planning, Management, Leadership
Education
Drake University
Bachelor of Arts, Art History
The School of the Art Institute of Chicago
Graduate, Art History and Decorative Arts
Amanda Fray Amanda Fray's Principal Global Investors Experience December 2010 - July 2011
Job Associate at Friday, Eldredge & Clark
Industry Law Practice
Experience
Friday, Eldredge & Clark, LLP February 2014 - Present
University of Iowa August 2011 - December 2013
U.S. District Court for the Southern District of Iowa 2012 - 2012
Principal Global Investors December 2010 - July 2011
Doll Distributing, LLC April 2010 - November 2010
Education
University of Iowa College of Law 2011 — 2013
Juris Doctor
Iowa State University 2007 — 2010
B.S., Marketing
Friday, Eldredge & Clark, LLP February 2014 - Present
University of Iowa August 2011 - December 2013
U.S. District Court for the Southern District of Iowa 2012 - 2012
Principal Global Investors December 2010 - July 2011
Doll Distributing, LLC April 2010 - November 2010
Education
University of Iowa College of Law 2011 — 2013
Juris Doctor
Iowa State University 2007 — 2010
B.S., Marketing
Kristin Maletta Kristin Maletta's Principal Global Investors Experience June 2007 - Present
Job Investment Analyst at Principal Global Investors
Industry Investment Management
Experience
Principal Global Investors June 2007 - Present
Wells Fargo May 2006 - August 2006
Skills
Valuation, Commercial Real Estate, Underwriting, Financial Analysis, Financial Modeling, Microsoft Excel, Argus Modeling
Education
Drake University 2009 — 2013
Master of Business Administration (M.B.A.), MBA
Iowa State University - College of Business 2003 — 2007
Bachelor of Science, Finance, General
Principal Global Investors June 2007 - Present
Wells Fargo May 2006 - August 2006
Skills
Valuation, Commercial Real Estate, Underwriting, Financial Analysis, Financial Modeling, Microsoft Excel, Argus Modeling
Education
Drake University 2009 — 2013
Master of Business Administration (M.B.A.), MBA
Iowa State University - College of Business 2003 — 2007
Bachelor of Science, Finance, General
PEGGY BAUR PEGGY BAUR's Principal Global Investors Experience July 2013 - Present
Job Investment Accounting Analyst with PGI
Industry Financial Services
Experience
Principal Global Investors July 2013 - Present
McGowen, Hurst, Clark & Smith, P.C. July 2011 - July 2013
McGowen, Hurst, Clark & Smith, P.C. January 2006 - June 2011
Star Bank February 1993 - September 1997
J.D. Heiskell April 1992 - June 1993
Cargill January 1988 - March 1992
Skills
Tax Preparation, QuickBooks, Tax, Accounting, Financial Reporting, Small Business, CPA, Income Tax, Microsoft Excel, Microsoft Word, Payroll, GAAP
Education
Kansas State University 1982 — 1986
Business Administration, Accounting, Marketing
Drake University
Principal Global Investors July 2013 - Present
McGowen, Hurst, Clark & Smith, P.C. July 2011 - July 2013
McGowen, Hurst, Clark & Smith, P.C. January 2006 - June 2011
Star Bank February 1993 - September 1997
J.D. Heiskell April 1992 - June 1993
Cargill January 1988 - March 1992
Skills
Tax Preparation, QuickBooks, Tax, Accounting, Financial Reporting, Small Business, CPA, Income Tax, Microsoft Excel, Microsoft Word, Payroll, GAAP
Education
Kansas State University 1982 — 1986
Business Administration, Accounting, Marketing
Drake University
Angie Manchinila Angie Manchinila's Principal Global Investors Experience May 2012 - Present
Job Nurse Consultant
Industry Hospital & Health Care
Experience
Ceta June 2014 - Present
Ceta June 2014 - Present
Lutheran Life October 2012 - Present
Principal Global Investors May 2012 - Present
MedAssurant September 2010 - Present
Advantage Health Solutions March 2011 - August 2011
Westminister Village December 2008 - January 2010
1st American Home Health Care Services,Inc. November 2004 - October 2008
Ocean Holiday Hotel June 2000 - October 2004
Skills
Case Managment, Wound Care, Medical/Surgical, Nursing Management, Healthcare, Healthcare Management, Medicare, Hospitals, Managed Care, Nursing, Home Care, Medicaid, HEDIS, Claims Integrity, Facility Coordinator, Prior Authorization, Nurse Supervisor, HIPAA, Case Management, Medical-Surgical
Education
Indiana University-Purdue University at Fort Wayne 2011 — 2013
BSPA, Pre Law Legal Studies
Brown Mackie College 2004 — 2006
ASN, Nursing
Strayer University (VA) 2000 — 2002
AS, Business Information Systems
Roanoke Chowan College 1990 — 1992
AS, Business
GCHS
Ceta June 2014 - Present
Ceta June 2014 - Present
Lutheran Life October 2012 - Present
Principal Global Investors May 2012 - Present
MedAssurant September 2010 - Present
Advantage Health Solutions March 2011 - August 2011
Westminister Village December 2008 - January 2010
1st American Home Health Care Services,Inc. November 2004 - October 2008
Ocean Holiday Hotel June 2000 - October 2004
Skills
Case Managment, Wound Care, Medical/Surgical, Nursing Management, Healthcare, Healthcare Management, Medicare, Hospitals, Managed Care, Nursing, Home Care, Medicaid, HEDIS, Claims Integrity, Facility Coordinator, Prior Authorization, Nurse Supervisor, HIPAA, Case Management, Medical-Surgical
Education
Indiana University-Purdue University at Fort Wayne 2011 — 2013
BSPA, Pre Law Legal Studies
Brown Mackie College 2004 — 2006
ASN, Nursing
Strayer University (VA) 2000 — 2002
AS, Business Information Systems
Roanoke Chowan College 1990 — 1992
AS, Business
GCHS
Ying Gao, Ph.D., CFA, FRM's Principal Global Investors Experience May 2007 - December 2007
Job Vice President at PIMCO
Industry Investment Management
Experience
PIMCO September 2009 - Present
Federal Home Loan Bank of Des Moines January 2008 - September 2009
Principal Global Investors May 2007 - December 2007
Skills
Portfolio Management, Financial Modeling, Investments, Asset Allocation, Risk Management, Mutual Funds, Credit Analysis, Forecasting, Strategy, ALM, Fixed Income, Bloomberg, Alternative Investments, Investment Management, Capital Markets, Series 7, Investment Strategies
Education
Iowa State University 2003 — 2008
PhD, Economics
Zhejiang University 1997 — 2003
M.S and B.A., Finance
PIMCO September 2009 - Present
Federal Home Loan Bank of Des Moines January 2008 - September 2009
Principal Global Investors May 2007 - December 2007
Skills
Portfolio Management, Financial Modeling, Investments, Asset Allocation, Risk Management, Mutual Funds, Credit Analysis, Forecasting, Strategy, ALM, Fixed Income, Bloomberg, Alternative Investments, Investment Management, Capital Markets, Series 7, Investment Strategies
Education
Iowa State University 2003 — 2008
PhD, Economics
Zhejiang University 1997 — 2003
M.S and B.A., Finance
Harold Petersen Harold Petersen's Principal Global Investors Experience October 2006 - April 2009
Job QA Analyst at Jack Henry & Associates
Industry Information Technology and Services
Experience
Jack Henry & Associates 2013 - Present
STJ-CA, INC 2013 - Present
Fidelity National Information Services November 2010 - May 2013
Codeworks, Inc. 2010 - 2013
Wells Fargo 2009 - November 2010
Collabera 2009 - 2010
Principal Global Investors October 2006 - April 2009
eFunds/Fidelity National Information Services 2005 - 2006
Codeworks, Inc. 2005 - 2006
Federal Reserve Bank of Chicago 2001 - 2004
Skills
ACH, ATM, EFT, Equities, Payments, Business Analysis, SDLC, POS, Banking, Business Requirements, Software Project..., Requirements Gathering, User Acceptance Testing, Vendor Management, SQL, Program Management, Compliance, Product Management, Problem Solving, Testing, Project Planning, Customer Relations, Credit Cards, Quality Assurance, Account Management, Credit Card Processing, Electronic Funds..., Process Improvement, General Ledger, EBT, ATM networks, Certified Scrum Master..., Software Quality..., Software Documentation, CRM, Waterfall, Legacy Systems, Customer Conversion, Data Conversion, Federal Reserve, Budgets, Business Planning, Sales, Training, Technical Presentations, Product Development, Real Time, Disaster Recovery, HP NonStop, Payment Card Processing
Education
Iowa State University 1974 — 1978
Bachelor of Science (B.S.), Industrial Administration
Jack Henry & Associates 2013 - Present
STJ-CA, INC 2013 - Present
Fidelity National Information Services November 2010 - May 2013
Codeworks, Inc. 2010 - 2013
Wells Fargo 2009 - November 2010
Collabera 2009 - 2010
Principal Global Investors October 2006 - April 2009
eFunds/Fidelity National Information Services 2005 - 2006
Codeworks, Inc. 2005 - 2006
Federal Reserve Bank of Chicago 2001 - 2004
Skills
ACH, ATM, EFT, Equities, Payments, Business Analysis, SDLC, POS, Banking, Business Requirements, Software Project..., Requirements Gathering, User Acceptance Testing, Vendor Management, SQL, Program Management, Compliance, Product Management, Problem Solving, Testing, Project Planning, Customer Relations, Credit Cards, Quality Assurance, Account Management, Credit Card Processing, Electronic Funds..., Process Improvement, General Ledger, EBT, ATM networks, Certified Scrum Master..., Software Quality..., Software Documentation, CRM, Waterfall, Legacy Systems, Customer Conversion, Data Conversion, Federal Reserve, Budgets, Business Planning, Sales, Training, Technical Presentations, Product Development, Real Time, Disaster Recovery, HP NonStop, Payment Card Processing
Education
Iowa State University 1974 — 1978
Bachelor of Science (B.S.), Industrial Administration
Ben Percival's Principal Global Investors Experience June 2012 - December 2012
Job Associate Applications Developer at Ruan Transportation Management Systems
Industry Transportation/Trucking/Railroad
Experience
Ruan Transportation Management Systems May 2013 - Present
Ruan Transportation Management Systems December 2012 - May 2013
Principal Global Investors June 2012 - December 2012
Principal Global Investors June 2010 - May 2011
Skills
JavaScript, jQuery, HTML 5, ASP.NET, ASP.NET MVC, LINQ, C#, Microsoft SQL Server, CSS, Visual Studio, SQL, Visio, Databases, Database Design, Systems Analysis, XML, BPMN, Erwin, Microsoft Office, UML, XPath, XSLT, Data Modeling, DDL, Java, Dimensional Modeling, Windows Server, SSRS, Entity Framework, jQuery UI, ADO.NET, JSON
Education
University of Cincinnati College of Business 2011 — 2012
Master of Science (MS), Information Systems
University of Nebraska at Omaha 2008 — 2010
Bachelor of Business Administration (BBA), Banking & Finance
Indian Hills Community College 2006 — 2007
Associate of Arts, Business
Ruan Transportation Management Systems May 2013 - Present
Ruan Transportation Management Systems December 2012 - May 2013
Principal Global Investors June 2012 - December 2012
Principal Global Investors June 2010 - May 2011
Skills
JavaScript, jQuery, HTML 5, ASP.NET, ASP.NET MVC, LINQ, C#, Microsoft SQL Server, CSS, Visual Studio, SQL, Visio, Databases, Database Design, Systems Analysis, XML, BPMN, Erwin, Microsoft Office, UML, XPath, XSLT, Data Modeling, DDL, Java, Dimensional Modeling, Windows Server, SSRS, Entity Framework, jQuery UI, ADO.NET, JSON
Education
University of Cincinnati College of Business 2011 — 2012
Master of Science (MS), Information Systems
University of Nebraska at Omaha 2008 — 2010
Bachelor of Business Administration (BBA), Banking & Finance
Indian Hills Community College 2006 — 2007
Associate of Arts, Business
Kimberlyn Wurster Kimberlyn Wurster's Principal Global Investors Experience June 2015 - Present
Job Special Events and Strategic Marketing Intern at Principal Global Investors
Industry Events Services
Experience
Principal Global Investors June 2015 - Present
Education
Drake University 2011 — 2015
Entrepreneurial Management and Graphic Design
Principal Global Investors June 2015 - Present
Education
Drake University 2011 — 2015
Entrepreneurial Management and Graphic Design
Stacy Moeller Stacy Moeller's Principal Global Investors Experience July 2010 - July 2012
Job Community Manager at The Foundation HQ
Industry Marketing and Advertising
Experience
The Foundation HQ September 2014 - Present
Stacy Moeller Photography July 2010 - Present
Farm Bureau Financial Services July 2012 - September 2014
Principal Global Investors July 2010 - July 2012
Principal Global Investors March 2010 - July 2010
Principal Global Investors July 2006 - March 2010
Fisher & Associates July 2004 - April 2006
Lindsey Wilson Basketball April 2003 - September 2005
Burns Entertainment & Sports Marketing January 2004 - May 2004
Skills
Social Media Marketing, Social Media, Digital Marketing, Website Development, Creative Direction, Project Management, Social Networking, Marketing Strategy, Marketing Communications, Web Content Management, Management, Microsoft Office, Advertising, Photoshop, Digital Photography, Adobe Acrobat, Photoshop Elements, Adobe Lightroom, Adobe Photoshop, Interactive Marketing, iPhoneography, Entrepreneurship, SaaS, Mentoring, Creative Problem Solving, Lightroom, Coaching, Problem Solving, Awesomeness, New Business Development, SEO, Marketing
Education
Iowa State University 2000 — 2004
Bachelors, Exercise Sport Science, Emphasis: Sports Managment
Boone High School 1996 — 2000
The Foundation HQ September 2014 - Present
Stacy Moeller Photography July 2010 - Present
Farm Bureau Financial Services July 2012 - September 2014
Principal Global Investors July 2010 - July 2012
Principal Global Investors March 2010 - July 2010
Principal Global Investors July 2006 - March 2010
Fisher & Associates July 2004 - April 2006
Lindsey Wilson Basketball April 2003 - September 2005
Burns Entertainment & Sports Marketing January 2004 - May 2004
Skills
Social Media Marketing, Social Media, Digital Marketing, Website Development, Creative Direction, Project Management, Social Networking, Marketing Strategy, Marketing Communications, Web Content Management, Management, Microsoft Office, Advertising, Photoshop, Digital Photography, Adobe Acrobat, Photoshop Elements, Adobe Lightroom, Adobe Photoshop, Interactive Marketing, iPhoneography, Entrepreneurship, SaaS, Mentoring, Creative Problem Solving, Lightroom, Coaching, Problem Solving, Awesomeness, New Business Development, SEO, Marketing
Education
Iowa State University 2000 — 2004
Bachelors, Exercise Sport Science, Emphasis: Sports Managment
Boone High School 1996 — 2000
Katie Clausen's Principal Global Investors Experience August 2015 - August 2015
Job HR Recruiting Assistant (Variable Staff)
Industry Financial Services
Experience
Principal Financial Group August 2015 - Present
Principal Global Investors August 2015 - August 2015
Principal Funds May 2015 - August 2015
Arthur J. Gallagher & Co. May 2014 - August 2014
Glen Oaks Country Club May 2013 - August 2013
Principal Financial Group May 2013 - May 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Photoshop, Social Media, Teamwork, Public Speaking, Java, Time Management, Achieving Measurable..., Communication Skills, Sales, Social Networking, Leadership, Marketing, Facebook, Health Insurance, Life Insurance
Education
Drake University 2012 — 2016
Marketing/Sales Management, Information Systems
Hinton High School 2008 — 2012
Principal Financial Group August 2015 - Present
Principal Global Investors August 2015 - August 2015
Principal Funds May 2015 - August 2015
Arthur J. Gallagher & Co. May 2014 - August 2014
Glen Oaks Country Club May 2013 - August 2013
Principal Financial Group May 2013 - May 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Photoshop, Social Media, Teamwork, Public Speaking, Java, Time Management, Achieving Measurable..., Communication Skills, Sales, Social Networking, Leadership, Marketing, Facebook, Health Insurance, Life Insurance
Education
Drake University 2012 — 2016
Marketing/Sales Management, Information Systems
Hinton High School 2008 — 2012
Barbara Brockway Barbara Brockway's Principal Global Investors Experience May 2013 - January 2015
Job Senior Business Analyst at INTL FCStone Inc.
Industry Investment Management
Experience
INTL FCStone Inc. January 2015 - Present
Principal Global Investors May 2013 - January 2015
InvestTech Systems Consulting May 2012 - May 2013
Aviva Investors March 2010 - May 2012
Principal Global Investors January 2007 - March 2010
Skills
Cadis, Data Management, Fixed Income, Bloomberg, Corporate Actions, Business Requirements, Data Warehousing, Securities, Investments, Business Analysis, Portia, Business Process, Asset Management, Process Improvement, Equities, PAM for Securities, Requirements Analysis, SQL, BlackRock Aladdin, Investment Management, Asset Managment, Microsoft Excel, Fund Accounting, Back Office, Derivatives, Microsoft Office, Analysis, Microsoft Word, Hedge Funds, Portfolio Management, Bloomberg Terminal, Excel, Process Engineering, Visio, Microsoft SQL Server, Bonds, VBA, Mutual Funds, Requirements Gathering, Business Intelligence, Middle Office, Equity Trading, Alternative Investments, Valuation, Outlook, IDQ, Settlement, Risk Management, Word, Problem Solving
Education
University of Iowa 2010 — 2015
Masters of Business Administration
Iowa State University 2005 — 2008
Finance, Finance, Sociology
INTL FCStone Inc. January 2015 - Present
Principal Global Investors May 2013 - January 2015
InvestTech Systems Consulting May 2012 - May 2013
Aviva Investors March 2010 - May 2012
Principal Global Investors January 2007 - March 2010
Skills
Cadis, Data Management, Fixed Income, Bloomberg, Corporate Actions, Business Requirements, Data Warehousing, Securities, Investments, Business Analysis, Portia, Business Process, Asset Management, Process Improvement, Equities, PAM for Securities, Requirements Analysis, SQL, BlackRock Aladdin, Investment Management, Asset Managment, Microsoft Excel, Fund Accounting, Back Office, Derivatives, Microsoft Office, Analysis, Microsoft Word, Hedge Funds, Portfolio Management, Bloomberg Terminal, Excel, Process Engineering, Visio, Microsoft SQL Server, Bonds, VBA, Mutual Funds, Requirements Gathering, Business Intelligence, Middle Office, Equity Trading, Alternative Investments, Valuation, Outlook, IDQ, Settlement, Risk Management, Word, Problem Solving
Education
University of Iowa 2010 — 2015
Masters of Business Administration
Iowa State University 2005 — 2008
Finance, Finance, Sociology
Bob Baur Bob Baur's Principal Global Investors Experience 2008 - Present
Job Chief Global Economist at Principal Global Investors
Industry Financial Services
Experience
Principal Global Investors 2008 - Present
Principal Global Investors 2003 - 2008
Principal Global Investors 1998 - 2003
Principal Global Investors 1995 - 1998
Skills
Series 7, Financial Modeling, Asset Allocation, Financial Analysis, Business Analysis, Investments, Mutual Funds, Portfolio Management, Fixed Income, Bloomberg, Securities, Equities
Education
University of Minnesota-Twin Cities
Post-Doctoral Study, Finance and Economics
Iowa State University
Doctor of Philosophy (Ph.D.), Economics
Iowa State University
Bachelor of Science (BS), Mathematics
Principal Global Investors 2008 - Present
Principal Global Investors 2003 - 2008
Principal Global Investors 1998 - 2003
Principal Global Investors 1995 - 1998
Skills
Series 7, Financial Modeling, Asset Allocation, Financial Analysis, Business Analysis, Investments, Mutual Funds, Portfolio Management, Fixed Income, Bloomberg, Securities, Equities
Education
University of Minnesota-Twin Cities
Post-Doctoral Study, Finance and Economics
Iowa State University
Doctor of Philosophy (Ph.D.), Economics
Iowa State University
Bachelor of Science (BS), Mathematics
Mallory Wang, CPA's Principal Global Investors Experience December 2011 - April 2012
Job Assurance Services at Ernst & Young, LLP
Industry Accounting
Experience
EY August 2014 - Present
SPX Corporation June 2013 - April 2014
Principal Global Investors December 2011 - April 2012
Bankers Trust May 2011 - August 2011
Skills
Mathematica, Probability, Problem Solving, Data Analysis, Microsoft Excel, PowerPoint
Education
UNC Kenan-Flagler Business School 2012 — 2013
Master of Accounting
Drake University 2008 — 2011
Bachelor of Science (B.S.), Actuarial Science
EY August 2014 - Present
SPX Corporation June 2013 - April 2014
Principal Global Investors December 2011 - April 2012
Bankers Trust May 2011 - August 2011
Skills
Mathematica, Probability, Problem Solving, Data Analysis, Microsoft Excel, PowerPoint
Education
UNC Kenan-Flagler Business School 2012 — 2013
Master of Accounting
Drake University 2008 — 2011
Bachelor of Science (B.S.), Actuarial Science
Agbeze Onuma's Principal Global Investors Experience December 2014 - July 2015
Job Student at Grand View University
Industry Accounting
Experience
Principal Global Investors December 2014 - July 2015
Wright County Conservation May 2011 - July 2014
State Farm Insurance May 2014 - May 2014
Grand View University January 2014 - April 2014
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Teamwork, Social Media, Leadership, Datatel, Outlook, Time Management, Accounting, Research, Financial Analysis, Finance, Event Planning, Management, Social Networking
Education
Grand View University 2013 — 2015
Bachelor's degree, Accounting, Finance, Management
Iowa Central Community College 2011 — 2012
Associate of Arts (AA)
Clarion Goldfield High Shool 2007 — 2011
Principal Global Investors December 2014 - July 2015
Wright County Conservation May 2011 - July 2014
State Farm Insurance May 2014 - May 2014
Grand View University January 2014 - April 2014
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Teamwork, Social Media, Leadership, Datatel, Outlook, Time Management, Accounting, Research, Financial Analysis, Finance, Event Planning, Management, Social Networking
Education
Grand View University 2013 — 2015
Bachelor's degree, Accounting, Finance, Management
Iowa Central Community College 2011 — 2012
Associate of Arts (AA)
Clarion Goldfield High Shool 2007 — 2011
Adam Gagas Adam Gagas's Principal Global Investors Experience October 2001 - October 2005
Job Investment Advisor, Financial Professional, and Educator
Industry Investment Management
Experience
Disciplined Capital Management, LLC September 2015 - Present
Pathfinder Bank March 2014 - Present
State University of New York at Oswego September 2013 - Present
Breakwall Asset Management, LLC 2010 - Present
Alfa Capital / Alfa Fellowship June 2005 - May 2006
Principal Global Investors October 2001 - October 2005
Skandia Asset Management 1999 - 2001
Value Line, Inc 1996 - 1999
Skills
Asset Management, Capital Markets, Asset Managment, Investments, Strategic Planning, Securities, Finance, Portfolio Management, Equities, Economics, Corporate Finance, Emerging Markets, Fixed Income
Education
New York University - Leonard N. Stern School of Business 2005 — 2007
MBA
Higher School of Economics 2005 — 2005
Certificate
Hobart and William Smith Colleges 1989 — 1993
BA
Disciplined Capital Management, LLC September 2015 - Present
Pathfinder Bank March 2014 - Present
State University of New York at Oswego September 2013 - Present
Breakwall Asset Management, LLC 2010 - Present
Alfa Capital / Alfa Fellowship June 2005 - May 2006
Principal Global Investors October 2001 - October 2005
Skandia Asset Management 1999 - 2001
Value Line, Inc 1996 - 1999
Skills
Asset Management, Capital Markets, Asset Managment, Investments, Strategic Planning, Securities, Finance, Portfolio Management, Equities, Economics, Corporate Finance, Emerging Markets, Fixed Income
Education
New York University - Leonard N. Stern School of Business 2005 — 2007
MBA
Higher School of Economics 2005 — 2005
Certificate
Hobart and William Smith Colleges 1989 — 1993
BA
Jared Barkley Jared Barkley's Principal Global Investors Experience May 2013 - August 2013
Job Programmer III at Farm Bureau Financial Services
Industry Information Technology and Services
Experience
Farm Bureau Financial Services February 2015 - August 2015
QCI / Iowa Hospital Association November 2014 - January 2015
DuPont Pioneer June 2014 - November 2014
University of Northern Iowa August 2012 - May 2014
Principal Global Investors May 2013 - August 2013
Premier Credit Union May 2011 - January 2013
Midland Credit Union December 2008 - January 2011
Skills
Agile Application..., SQL Server Management..., SQL Server Integration..., Informatica, Tableau, SQL, VB.NET, HTML, Visual Studio, Visio, Oracle, Sybase, Dreamweaver, Microsoft Office, Leadership, Time Management, Customer Service
Education
University of Northern Iowa 2010 — 2014
Bachelor of Arts, Management Information Systems; Business Management
Ecole supérieure de Commerce de Rennes / ESC Rennes 2012 — 2012
Business Administration and Management, General
Farm Bureau Financial Services February 2015 - August 2015
QCI / Iowa Hospital Association November 2014 - January 2015
DuPont Pioneer June 2014 - November 2014
University of Northern Iowa August 2012 - May 2014
Principal Global Investors May 2013 - August 2013
Premier Credit Union May 2011 - January 2013
Midland Credit Union December 2008 - January 2011
Skills
Agile Application..., SQL Server Management..., SQL Server Integration..., Informatica, Tableau, SQL, VB.NET, HTML, Visual Studio, Visio, Oracle, Sybase, Dreamweaver, Microsoft Office, Leadership, Time Management, Customer Service
Education
University of Northern Iowa 2010 — 2014
Bachelor of Arts, Management Information Systems; Business Management
Ecole supérieure de Commerce de Rennes / ESC Rennes 2012 — 2012
Business Administration and Management, General
Therese Johnson Therese Johnson's Principal Global Investors Experience 2007 - Present
Job Investment Performance Analyst at Principal Global Investors
Industry Investment Management
Experience
Principal Global Investors 2007 - Present
Cahaba GBA June 2002 - June 2006
Cahaba GBA June 2000 - June 2002
Skills
Fixed Income, Asset Allocation, Investments, Equities, Investment Strategies, Valuation, Microsoft Excel, Currency, Real Estate, Data Analysis, Databases, Team Leadership, Policy Analysis, Disclosure Statements, Compliance, Project Management, Presentations, Auditing
Education
Drake University 2004 — 2006
Master of Business Administration (MBA), Business Administration and Management, General
University of Iowa - Henry B. Tippie College of Business 1994 — 1999
Bachelor's degree, Finance, General
Principal Global Investors 2007 - Present
Cahaba GBA June 2002 - June 2006
Cahaba GBA June 2000 - June 2002
Skills
Fixed Income, Asset Allocation, Investments, Equities, Investment Strategies, Valuation, Microsoft Excel, Currency, Real Estate, Data Analysis, Databases, Team Leadership, Policy Analysis, Disclosure Statements, Compliance, Project Management, Presentations, Auditing
Education
Drake University 2004 — 2006
Master of Business Administration (MBA), Business Administration and Management, General
University of Iowa - Henry B. Tippie College of Business 1994 — 1999
Bachelor's degree, Finance, General
Nathaniel Hoch, APRM Nathaniel Hoch, APRM's Principal Global Investors Experience June 2011 - January 2012
Job Associate Portfolio Analyst at RBC
Industry Investment Management
Experience
RBC August 2015 - Present
RBC January 2013 - July 2015
Ram Investment Advisors, LLC. February 2012 - October 2012
Principal Global Investors June 2011 - January 2012
Student Endowment Investment Group January 2008 - May 2011
Catalpa Trading, LLC. July 2010 - January 2011
Merrill Lynch Wealth Management May 2009 - August 2009
Alkymos Pharmaceutical May 2008 - August 2008
Skills
Asset Management, Equity Trading, Equity Research, Quantitative Research, Hedge Funds, Bloomberg, Risk Management, FactSet, VBA, Equities
Education
Grinnell College 2007 — 2011
BA, Economics
Paul Laurence Dunbar High School 2003 — 2007
RBC August 2015 - Present
RBC January 2013 - July 2015
Ram Investment Advisors, LLC. February 2012 - October 2012
Principal Global Investors June 2011 - January 2012
Student Endowment Investment Group January 2008 - May 2011
Catalpa Trading, LLC. July 2010 - January 2011
Merrill Lynch Wealth Management May 2009 - August 2009
Alkymos Pharmaceutical May 2008 - August 2008
Skills
Asset Management, Equity Trading, Equity Research, Quantitative Research, Hedge Funds, Bloomberg, Risk Management, FactSet, VBA, Equities
Education
Grinnell College 2007 — 2011
BA, Economics
Paul Laurence Dunbar High School 2003 — 2007
Kris Bro's Principal Global Investors Experience July 2014 - Present
Job Acquisition Consultant at Principal Global Investors
Industry Investment Management
Experience
Principal Global Investors July 2014 - Present
Principal Global Investors January 2007 - July 2014
Orchestrate Management April 2003 - December 2006
Skills
Asset Managment, Financial Reporting, Budgets, Finance, Accounting, Valuation, Account Reconciliation, Real Estate, Management, Financial Statements, Asset Management, Due Diligence
Education
Drake University 2006 — 2009
Masters of Accounting, Masters Degree
Drake University 1999 — 2003
BBA, Accountng and Information Systems
Principal Global Investors July 2014 - Present
Principal Global Investors January 2007 - July 2014
Orchestrate Management April 2003 - December 2006
Skills
Asset Managment, Financial Reporting, Budgets, Finance, Accounting, Valuation, Account Reconciliation, Real Estate, Management, Financial Statements, Asset Management, Due Diligence
Education
Drake University 2006 — 2009
Masters of Accounting, Masters Degree
Drake University 1999 — 2003
BBA, Accountng and Information Systems
Donald Brown C.M.T.'s Principal Global Investors Experience January 2002 - April 2008
Job Financial Advisor at VALIC
Industry Financial Services
Experience
VALIC July 2015 - Present
Market Technicians Association, Inc. 2005 - Present
Gremler Financial February 2013 - July 2015
Grandview University March 2012 - July 2015
Upper Iowa University October 2011 - December 2013
William Penn University May 2012 - July 2013
INTL FCStone Inc. September 2011 - February 2012
William Penn January 2010 - August 2011
Arrow Apex Investments & Consulting L.L.C April 2008 - June 2011
Principal Global Investors January 2002 - April 2008
Skills
Portfolio Management, Technical Analysis, Investments, Industry Analysis, Economics, Asset Management, Equities, Valuation, Financial Modeling, Financial Analysis, Equity Research, Investment Advisory, Trading, Bloomberg, Commodities, Options, Excel, Research, Securities, Forecasting, Financial Markets, Strategic Planning, Quantitative Analysis, Due Diligence, Equity Valuation, Microsoft Office, Asset Managment, Leadership, Investment Management, Asset Allocation, Commodity, Competitive Analysis, Analysis, Quantitative Analytics, Risk Management, Corporate Finance, Mutual Funds, Finance, Investment Strategies, Microsoft Excel, Investment Banking, Bonds, Strategy, Alternative Investments, Hedge Funds, Fixed Income, Derivatives, Strategic Financial..., Capital Markets, Start-ups
Education
William Penn University 2010 — 2011
Business Leadership, Business Leadership
Franklin University 1990 — 1993
Finance, Portfolio Management
AIB School of Business 2009 — 2009
Accounting, General Accounting
VALIC July 2015 - Present
Market Technicians Association, Inc. 2005 - Present
Gremler Financial February 2013 - July 2015
Grandview University March 2012 - July 2015
Upper Iowa University October 2011 - December 2013
William Penn University May 2012 - July 2013
INTL FCStone Inc. September 2011 - February 2012
William Penn January 2010 - August 2011
Arrow Apex Investments & Consulting L.L.C April 2008 - June 2011
Principal Global Investors January 2002 - April 2008
Skills
Portfolio Management, Technical Analysis, Investments, Industry Analysis, Economics, Asset Management, Equities, Valuation, Financial Modeling, Financial Analysis, Equity Research, Investment Advisory, Trading, Bloomberg, Commodities, Options, Excel, Research, Securities, Forecasting, Financial Markets, Strategic Planning, Quantitative Analysis, Due Diligence, Equity Valuation, Microsoft Office, Asset Managment, Leadership, Investment Management, Asset Allocation, Commodity, Competitive Analysis, Analysis, Quantitative Analytics, Risk Management, Corporate Finance, Mutual Funds, Finance, Investment Strategies, Microsoft Excel, Investment Banking, Bonds, Strategy, Alternative Investments, Hedge Funds, Fixed Income, Derivatives, Strategic Financial..., Capital Markets, Start-ups
Education
William Penn University 2010 — 2011
Business Leadership, Business Leadership
Franklin University 1990 — 1993
Finance, Portfolio Management
AIB School of Business 2009 — 2009
Accounting, General Accounting
Steven Larson, CFA's Principal Global Investors Experience 2001 - April 2010
Job International Equity Portfolio Manager, Partner
Industry Investment Management
Experience
Arbor Capital Management, LLC May 2010 - Present
Principal Global Investors 2001 - April 2010
Wells Fargo Funds Management, LLC 2000 - 2001
FAF Advisors (U.S. Bancorp's asset management division; now Nuveen Investments) 1998 - 2000
Kemper Securities, Inc. 1995 - 1997
Kemper Corporation 1993 - 1995
James S. Kemper Foundation 1988 - 1992
Skills
Portfolio Management, Investments, Equities, Mutual Funds, Investment Strategies, Asset Management, Investment Management, Investment Advisory, Finance, Risk Management, Strategy, Quantitative Research, Fundamental Analysis, Financial Analysis, Equity Research, International Equities, New Business Development, Manager Research, Wealth Management, Financial Modeling, Capital Markets, Investor Relations
Education
University of Minnesota - Carlson School of Management 1997 — 1998
Master of Business Administration (M.B.A.), Finance - Portfolio Management
Northwestern University - Kellogg School of Management 1996 — 1996
Global Initiatives in Management (GIM) Program's "In-Country" Experience - Singapore and Malaysia
Drake University 1988 — 1992
BS, Business Administration - Finance
Arbor Capital Management, LLC May 2010 - Present
Principal Global Investors 2001 - April 2010
Wells Fargo Funds Management, LLC 2000 - 2001
FAF Advisors (U.S. Bancorp's asset management division; now Nuveen Investments) 1998 - 2000
Kemper Securities, Inc. 1995 - 1997
Kemper Corporation 1993 - 1995
James S. Kemper Foundation 1988 - 1992
Skills
Portfolio Management, Investments, Equities, Mutual Funds, Investment Strategies, Asset Management, Investment Management, Investment Advisory, Finance, Risk Management, Strategy, Quantitative Research, Fundamental Analysis, Financial Analysis, Equity Research, International Equities, New Business Development, Manager Research, Wealth Management, Financial Modeling, Capital Markets, Investor Relations
Education
University of Minnesota - Carlson School of Management 1997 — 1998
Master of Business Administration (M.B.A.), Finance - Portfolio Management
Northwestern University - Kellogg School of Management 1996 — 1996
Global Initiatives in Management (GIM) Program's "In-Country" Experience - Singapore and Malaysia
Drake University 1988 — 1992
BS, Business Administration - Finance
Allison Hitchings Allison Hitchings's Principal Global Investors Experience September 2013 - Present
Job Investment Operations at Principal Global Investors
Industry Financial Services
Experience
Principal Global Investors September 2013 - Present
State Street March 2012 - September 2013
State Street May 2007 - March 2012
State Street March 2006 - May 2007
State Street July 2005 - March 2006
Education
Iowa State University 2001 — 2005
Bachelor of Science (BS), Marketing
Principal Global Investors September 2013 - Present
State Street March 2012 - September 2013
State Street May 2007 - March 2012
State Street March 2006 - May 2007
State Street July 2005 - March 2006
Education
Iowa State University 2001 — 2005
Bachelor of Science (BS), Marketing
Stephen Litchfield Stephen Litchfield's Principal Global Investors Experience July 2006 - Present
Job Senior IT Application Analyst at Principal Global Investors
Industry Information Technology and Services
Experience
Principal Global Investors July 2006 - Present
Applied Systems, Inc. October 2003 - July 2006
The University of Iowa - Genetics Dept. June 2001 - October 2003
KCCI Television, Inc. August 1995 - August 2000
Skills
SharePoint, Microsoft SQL Server, SSRS, SSIS, VB.NET, .NET, Databases, SQL, Visual Studio, Microsoft Office, T-SQL, Visual Basic, Agile Methodologies, ASP.NET, WCF Services, Web Development, C#, Performance Measurement, Business Intelligence, Fixed Income, FpML, Secure Code Review, Charles River IMS, Barclays Point, Secure Coding, SDLC, Derivatives, Software Development, TFS, UML, Visio, XML, jQuery, Python, AJAX, JavaScript, ASP.NET Web API, RESTful WebServices, HTML5, CSS, AngularJS, KnockoutJS
Education
University of Iowa 2001 — 2003
Bachelor of Arts (B.A.), Computer Science
University of Iowa 1992 — 1995
Bachelor of Arts (B.A.), Communication Studies
Iowa State University 1991 — 1992
Business
Ames High School 1987 — 1991
High School
Principal Global Investors July 2006 - Present
Applied Systems, Inc. October 2003 - July 2006
The University of Iowa - Genetics Dept. June 2001 - October 2003
KCCI Television, Inc. August 1995 - August 2000
Skills
SharePoint, Microsoft SQL Server, SSRS, SSIS, VB.NET, .NET, Databases, SQL, Visual Studio, Microsoft Office, T-SQL, Visual Basic, Agile Methodologies, ASP.NET, WCF Services, Web Development, C#, Performance Measurement, Business Intelligence, Fixed Income, FpML, Secure Code Review, Charles River IMS, Barclays Point, Secure Coding, SDLC, Derivatives, Software Development, TFS, UML, Visio, XML, jQuery, Python, AJAX, JavaScript, ASP.NET Web API, RESTful WebServices, HTML5, CSS, AngularJS, KnockoutJS
Education
University of Iowa 2001 — 2003
Bachelor of Arts (B.A.), Computer Science
University of Iowa 1992 — 1995
Bachelor of Arts (B.A.), Communication Studies
Iowa State University 1991 — 1992
Business
Ames High School 1987 — 1991
High School
Luke Yeager's Principal Global Investors Experience May 2015 - Present
Job PrinREI Acquisitions and Dispositions at Principal Global Investors
Industry Real Estate
Experience
Principal Global Investors May 2015 - Present
CPG Architects May 2014 - August 2014
The Scarlet and Black August 2013 - May 2014
Absolute Logic May 2013 - August 2013
Absolute Access May 2013 - August 2013
Reset Marketing June 2013 - July 2013
Education
Grinnell College 2011 — 2015
Bachelor’s Degree, Economics
Grinnell College
Bachelor of Arts Degree, Economics and Studio Art with a minor in Technology
Principal Global Investors May 2015 - Present
CPG Architects May 2014 - August 2014
The Scarlet and Black August 2013 - May 2014
Absolute Logic May 2013 - August 2013
Absolute Access May 2013 - August 2013
Reset Marketing June 2013 - July 2013
Education
Grinnell College 2011 — 2015
Bachelor’s Degree, Economics
Grinnell College
Bachelor of Arts Degree, Economics and Studio Art with a minor in Technology
Kevin Croft's Principal Global Investors Experience February 1993 - June 2003
Job Vice President and Portfolio Manager at American Equity
Industry Investment Management
Experience
Des Moines Metro Opera, Inc. April 2014 - Present
American Equity July 2009 - Present
United States Specialty Sports Association 1994 - Present
WB Capital Management July 2003 - July 2009
Central Presbyterian Church Foundation Board of Directors 2006 - 2009
Principal Global Investors February 1993 - June 2003
Drake University 2002 - 2002
Drake University 1994 - 2000
Drake University 1995 - 1995
Principal Financial Group September 1989 - January 1993
Skills
Investments, Fixed Income, Portfolio Management, Risk Management, ALM, Insurance, Residential Mortgages, ABS, MBS, CLO, Securities, Alternative Investments, Asset Management, Asset Allocation, Financial Analysis, Mutual Funds, Financial Modeling, Structured Finance, Financial Risk, Valuation, Management, Bloomberg
Education
Drake University
Graduate, Inaugural Drake Leadership Executive Roundtable
Drake University 1993 — 1995
MBA
Drake University 1985 — 1989
BSBA, Actuarial Science
Harlem Senior High School 1981 — 1985
Des Moines Metro Opera, Inc. April 2014 - Present
American Equity July 2009 - Present
United States Specialty Sports Association 1994 - Present
WB Capital Management July 2003 - July 2009
Central Presbyterian Church Foundation Board of Directors 2006 - 2009
Principal Global Investors February 1993 - June 2003
Drake University 2002 - 2002
Drake University 1994 - 2000
Drake University 1995 - 1995
Principal Financial Group September 1989 - January 1993
Skills
Investments, Fixed Income, Portfolio Management, Risk Management, ALM, Insurance, Residential Mortgages, ABS, MBS, CLO, Securities, Alternative Investments, Asset Management, Asset Allocation, Financial Analysis, Mutual Funds, Financial Modeling, Structured Finance, Financial Risk, Valuation, Management, Bloomberg
Education
Drake University
Graduate, Inaugural Drake Leadership Executive Roundtable
Drake University 1993 — 1995
MBA
Drake University 1985 — 1989
BSBA, Actuarial Science
Harlem Senior High School 1981 — 1985
Jackie Gunkel's Principal Global Investors Experience November 2008 - Present
Job Credit Analyst at Principal Global Investors
Industry Investment Management
Experience
Principal Global Investors November 2008 - Present
Principal Global Investors March 2008 - November 2008
Principal Global Investors October 2006 - March 2008
Education
Drake University 2007 — 2010
Masters, Financial Management
Drake University 2001 — 2005
Principal Global Investors November 2008 - Present
Principal Global Investors March 2008 - November 2008
Principal Global Investors October 2006 - March 2008
Education
Drake University 2007 — 2010
Masters, Financial Management
Drake University 2001 — 2005
Christopher Watters, CFA's Principal Global Investors Experience June 1999 - August 2001
Job Director of Business and Financial Analysis at Crosper Advisory LLC
Industry Financial Services
Experience
Crosper Advisory LLC January 2015 - Present
Sonrisa Family Dental June 2010 - June 2014
Ariel Capital Management June 2003 - May 2008
Principal Global Investors June 1999 - August 2001
Principal Global Investors June 1997 - June 1999
Skills
Business Strategy, Equities, Finance, Investments, Corporate Finance, Asset Allocation, Strategic Planning, Buy-side, Asset Management, Valuation, Financial Modeling, Portfolio Management, Consulting, Non-profit Volunteering, Research, Strategic Consulting
Education
The University of Chicago Booth School of Business 2001 — 2003
MBA, Finance
Washington University in St. Louis 1995 — 1997
BSBA, Finance
Iowa State University 1993 — 1995
Crosper Advisory LLC January 2015 - Present
Sonrisa Family Dental June 2010 - June 2014
Ariel Capital Management June 2003 - May 2008
Principal Global Investors June 1999 - August 2001
Principal Global Investors June 1997 - June 1999
Skills
Business Strategy, Equities, Finance, Investments, Corporate Finance, Asset Allocation, Strategic Planning, Buy-side, Asset Management, Valuation, Financial Modeling, Portfolio Management, Consulting, Non-profit Volunteering, Research, Strategic Consulting
Education
The University of Chicago Booth School of Business 2001 — 2003
MBA, Finance
Washington University in St. Louis 1995 — 1997
BSBA, Finance
Iowa State University 1993 — 1995
Dale Ward's Principal Global Investors Experience May 1998 - Present
Job Director Information Technology at Principal Financial Group
Industry Financial Services
Experience
Principal Global Investors May 1998 - Present
Royco Hotels & Resorts July 1997 - May 1998
City of Regina September 1995 - July 1997
SaskEnergy March 1991 - September 1995
Skills
ITIL, Software Development, SDLC, Databases, IT Management, Data Center, Unix, Management, Strategy, Oracle, Networking, Servers, Leadership, Information Technology, IT Operations, Java, COBOL, Vendor Management, SharePoint, Java Enterprise Edition, IT Strategy, Business Analysis, Technical Support, Enterprise Architecture
Education
University of Regina 1993 — 1996
MBA, Business Administration and Management, General
Graceland University 1981 — 1985
Bachelor of Arts (B.A.), Business Administration and Management, General
Principal Global Investors May 1998 - Present
Royco Hotels & Resorts July 1997 - May 1998
City of Regina September 1995 - July 1997
SaskEnergy March 1991 - September 1995
Skills
ITIL, Software Development, SDLC, Databases, IT Management, Data Center, Unix, Management, Strategy, Oracle, Networking, Servers, Leadership, Information Technology, IT Operations, Java, COBOL, Vendor Management, SharePoint, Java Enterprise Edition, IT Strategy, Business Analysis, Technical Support, Enterprise Architecture
Education
University of Regina 1993 — 1996
MBA, Business Administration and Management, General
Graceland University 1981 — 1985
Bachelor of Arts (B.A.), Business Administration and Management, General
Sherrie Moore's Principal Global Investors Experience February 2004 - June 2008
Job Principal at Moore Consulting
Industry Investment Management
Experience
Moore Consulting July 2008 - Present
Principal Global Investors February 2004 - June 2008
Education
Drake University 1998 — 2003
MBA
Moore Consulting July 2008 - Present
Principal Global Investors February 2004 - June 2008
Education
Drake University 1998 — 2003
MBA
Paul Blankenhagen's Principal Global Investors Experience 2000 - Present
Job Portfolio Manager at Principal Financial Group
Industry Investment Management
Experience
Principal Financial Group March 2000 - Present
Principal Global Investors 2000 - Present
Principal Global Investors March 1995 - March 2000
Education
Iowa State University 1988 — 1992
Bachelor of Science (BS), Finance, General
Drake University
Master of Business Administration (MBA)
Principal Financial Group March 2000 - Present
Principal Global Investors 2000 - Present
Principal Global Investors March 1995 - March 2000
Education
Iowa State University 1988 — 1992
Bachelor of Science (BS), Finance, General
Drake University
Master of Business Administration (MBA)
Divyesh Bakhda's Principal Global Investors Experience June 2006 - March 2007
Job Senior Financial Engineer at Numerix LLC
Industry Financial Services
Experience
Numerix LLC May 2007 - Present
Lehman Brothers Holdings Inc. November 2008 - December 2010
Principal Global Investors June 2006 - March 2007
Reliance Industries Ltd July 2003 - August 2005
Skills
Quantitative Finance, Derivatives, Financial Engineering, Quantitative Analytics, Credit Derivatives, Quantitative Investing, VBA, FX Options, Options, Matlab, Trading, CDS, Monte Carlo Simulation, Financial Risk, Market Risk, Equity Derivatives, Equities
Education
Illinois Institute of Technology 2005 — 2007
MS, Financial Engineering
Gujarat University 1999 — 2003
BS, Electrical Engineering
Xavier's mirzapur
Numerix LLC May 2007 - Present
Lehman Brothers Holdings Inc. November 2008 - December 2010
Principal Global Investors June 2006 - March 2007
Reliance Industries Ltd July 2003 - August 2005
Skills
Quantitative Finance, Derivatives, Financial Engineering, Quantitative Analytics, Credit Derivatives, Quantitative Investing, VBA, FX Options, Options, Matlab, Trading, CDS, Monte Carlo Simulation, Financial Risk, Market Risk, Equity Derivatives, Equities
Education
Illinois Institute of Technology 2005 — 2007
MS, Financial Engineering
Gujarat University 1999 — 2003
BS, Electrical Engineering
Xavier's mirzapur
Tisha Worden's Principal Global Investors Experience February 2012 - Present
Job Investment Operations Sr. Manager, Principal Global Investors
Industry Financial Services
Experience
Principal Global Investors February 2012 - Present
Principal Financial Group December 1996 - February 2012
Skills
FINRA Licenses Series..., Series 7, Investments, Securities, Series 24, Financial Services, Management
Education
University of Iowa - Henry B. Tippie College of Business 1990 — 1994
Finance
Drake University 2002 — 2005
MBA, Business Administration and Management, General
Creston High School 1987 — 1990
Principal Global Investors February 2012 - Present
Principal Financial Group December 1996 - February 2012
Skills
FINRA Licenses Series..., Series 7, Investments, Securities, Series 24, Financial Services, Management
Education
University of Iowa - Henry B. Tippie College of Business 1990 — 1994
Finance
Drake University 2002 — 2005
MBA, Business Administration and Management, General
Creston High School 1987 — 1990
Arindam Mandal's Principal Global Investors Experience July 2014 - Present
Job Equity Analyst at Principal Global Investors
Industry Investment Management
Experience
Principal Global Investors July 2014 - Present
Investors Mosaic January 2014 - April 2014
Principal Global Investors May 2013 - August 2013
Oracle July 2007 - April 2012
Spandana society July 2008 - March 2012
Skills
Financial Modeling, Equity Research, Stock Picking, Equity Valuation, Valuation Modeling, Quantitative Research, Portfolio Management, Trading Strategies, SOA, PL/SQL, ADF, Java Enterprise Edition, Weblogic, Data Structures, Algorithms, JSP, Core Java, Fusion Middleware (ADF..., Java, Oracle SOA Suite, Eclipse, Hibernate, Spring, Web Services, Unix, J2EE, BPEL, ERP, Software Development, Leadership, Business Analysis, WebLogic, Oracle
Education
Duke University - The Fuqua School of Business 2012 — 2014
Master of Business Administration (MBA), Finance, Major GPA 3.95/4.0, Overall GPA - 3.79/4.0
National Institute of Technology Warangal 2003 — 2007
Bachelor of Technology, Electrical and Electronics Engineering
Midnapore Collegiate School
High School, Science
Principal Global Investors July 2014 - Present
Investors Mosaic January 2014 - April 2014
Principal Global Investors May 2013 - August 2013
Oracle July 2007 - April 2012
Spandana society July 2008 - March 2012
Skills
Financial Modeling, Equity Research, Stock Picking, Equity Valuation, Valuation Modeling, Quantitative Research, Portfolio Management, Trading Strategies, SOA, PL/SQL, ADF, Java Enterprise Edition, Weblogic, Data Structures, Algorithms, JSP, Core Java, Fusion Middleware (ADF..., Java, Oracle SOA Suite, Eclipse, Hibernate, Spring, Web Services, Unix, J2EE, BPEL, ERP, Software Development, Leadership, Business Analysis, WebLogic, Oracle
Education
Duke University - The Fuqua School of Business 2012 — 2014
Master of Business Administration (MBA), Finance, Major GPA 3.95/4.0, Overall GPA - 3.79/4.0
National Institute of Technology Warangal 2003 — 2007
Bachelor of Technology, Electrical and Electronics Engineering
Midnapore Collegiate School
High School, Science
Jerome Rayhons's Principal Global Investors Experience March 1993 - Present
Job Sr. Project Manager at Principal Global Investors
Industry Financial Services
Experience
Principal Global Investors March 1993 - Present
Skills
Business Analysis, Business Requirements, SDLC, Visio, Software Project..., Asset Management, Requirements Analysis
Education
Drake University 1995 — 1997
Principal Global Investors March 1993 - Present
Skills
Business Analysis, Business Requirements, SDLC, Visio, Software Project..., Asset Management, Requirements Analysis
Education
Drake University 1995 — 1997
William Lowry, CFA's Principal Global Investors Experience April 1999 - March 2005
Job Senior Analyst at Market Realist
Industry Capital Markets
Experience
Market Realist March 2014 - Present
Sound Harbor Partners January 2013 - December 2013
Aladdin Capital Management May 2007 - January 2013
Principal Financial Group March 2005 - May 2007
Principal Global Investors April 1999 - March 2005
LTCB March 1997 - April 1999
Societe Generale March 1995 - March 1997
The Bank of Nova Scotia August 1993 - March 1995
Skills
Investments, Fixed Income, Bonds, Valuation, High Yield, Credit Analysis, Alternative Investments, Loans, Hedge Funds, Business Strategy, Economics, Leveraged Finance, Bloomberg, Mergers & Acquisitions, Private Equity, Financial Modeling, Analysis, Capital Markets, Equities, Investment Banking, Portfolio Management, Asset Management, Structured Finance, Distressed Debt, Corporate Finance, Finance, Credit, Management, Mutual Funds
Education
Thunderbird School of Global Management 1991 — 1993
MBA, Finance
Hope College 1987 — 1991
B.A., Economics
Market Realist March 2014 - Present
Sound Harbor Partners January 2013 - December 2013
Aladdin Capital Management May 2007 - January 2013
Principal Financial Group March 2005 - May 2007
Principal Global Investors April 1999 - March 2005
LTCB March 1997 - April 1999
Societe Generale March 1995 - March 1997
The Bank of Nova Scotia August 1993 - March 1995
Skills
Investments, Fixed Income, Bonds, Valuation, High Yield, Credit Analysis, Alternative Investments, Loans, Hedge Funds, Business Strategy, Economics, Leveraged Finance, Bloomberg, Mergers & Acquisitions, Private Equity, Financial Modeling, Analysis, Capital Markets, Equities, Investment Banking, Portfolio Management, Asset Management, Structured Finance, Distressed Debt, Corporate Finance, Finance, Credit, Management, Mutual Funds
Education
Thunderbird School of Global Management 1991 — 1993
MBA, Finance
Hope College 1987 — 1991
B.A., Economics
Jean Chihak's Principal Global Investors Experience 1995 - Present
Job Analyst at Principal Global Investors
Industry Investment Management
Experience
Principal Global Investors 1995 - Present
Principal Financial Group June 1995 - June 1998
University of Northern Iowa August 1992 - May 1995
Skills
Financial Analysis, Industry Analysis, Research, Equities, Valuation, Equity Research, Competitive Analysis, Investments, Portfolio Management, Finance, Economics, Securities, Equity Valuation, Bloomberg, Financial Modeling, Investment Strategies, Capital Markets, Investment Management, Mutual Funds, Fixed Income, Alternative Investments, Asset Management, Asset Allocation, Hedge Funds
Education
Drake University 1996 — 1997
Master of Business Administration (MBA)
University of Northern Iowa 1991 — 1995
BA in Finance, Finance & Accounting
Principal Global Investors 1995 - Present
Principal Financial Group June 1995 - June 1998
University of Northern Iowa August 1992 - May 1995
Skills
Financial Analysis, Industry Analysis, Research, Equities, Valuation, Equity Research, Competitive Analysis, Investments, Portfolio Management, Finance, Economics, Securities, Equity Valuation, Bloomberg, Financial Modeling, Investment Strategies, Capital Markets, Investment Management, Mutual Funds, Fixed Income, Alternative Investments, Asset Management, Asset Allocation, Hedge Funds
Education
Drake University 1996 — 1997
Master of Business Administration (MBA)
University of Northern Iowa 1991 — 1995
BA in Finance, Finance & Accounting
Adrianna Grant's Principal Global Investors Experience February 2008 - July 2009
Job Senior Visual Designer
Industry Internet
Experience
Freelance May 2010 - Present
MRM 2013 - 2014
Nice Advertising July 2011 - August 2013
MRM Worldwide 2013 - 2013
Nice Advertising May 2010 - July 2011
Freelance July 2009 - May 2010
Principal Global Investors February 2008 - July 2009
Skills
Graphic Design, Typography, Illustration, Advertising, Brochures, Concept Development, Graphics, Newsletters, Adobe Creative Suite, Photoshop, Web Design, HTML, CSS, jQuery, User Experience, Logo Design, Art Direction
Education
Iowa State University 2003 — 2007
BFA, Graphic Design
Ames High School
Freelance May 2010 - Present
MRM 2013 - 2014
Nice Advertising July 2011 - August 2013
MRM Worldwide 2013 - 2013
Nice Advertising May 2010 - July 2011
Freelance July 2009 - May 2010
Principal Global Investors February 2008 - July 2009
Skills
Graphic Design, Typography, Illustration, Advertising, Brochures, Concept Development, Graphics, Newsletters, Adobe Creative Suite, Photoshop, Web Design, HTML, CSS, jQuery, User Experience, Logo Design, Art Direction
Education
Iowa State University 2003 — 2007
BFA, Graphic Design
Ames High School
Sam Kim's Principal Global Investors Experience June 2008 - August 2008
Job Director of Corporate Development
Industry Semiconductors
Experience
RFHIC Corp March 2011 - Present
RFHIC US Corp. December 2013 - Present
RFHIC US Corp. December 2011 - December 2013
RFHIC US Corp. September 2009 - December 2011
Principal Global Investors June 2008 - August 2008
Alcatel-Lucent February 2006 - July 2007
Alcatel-Lucent February 2002 - January 2006
Alcatel-Lucent March 2001 - January 2002
Alcatel-Lucent January 2001 - February 2001
Skills
Wireless, Strategic Partnerships, Cross-functional Team..., Product Management, Strategy, Strategic Planning, Account Management, RF, Product Development, Engineering, Semiconductors, Project Management, Business Development, Go-to-market Strategy, Management, Marketing, Sales, Networking, Business Strategy, Product Marketing, Telecommunications, Competitive Analysis, Leadership, Direct Sales, Program Management, Start-ups, Mobile Devices, International Sales, Market Analysis, CRM, Product Launch, Business Planning, International Business, Analytics, Management Consulting, Entrepreneurship, New Business Development, Proposal Writing, Mergers & Acquisitions
Education
Duke University - The Fuqua School of Business
MBA
The Johns Hopkins University
M.S.
Penn State University
B.S
RFHIC Corp March 2011 - Present
RFHIC US Corp. December 2013 - Present
RFHIC US Corp. December 2011 - December 2013
RFHIC US Corp. September 2009 - December 2011
Principal Global Investors June 2008 - August 2008
Alcatel-Lucent February 2006 - July 2007
Alcatel-Lucent February 2002 - January 2006
Alcatel-Lucent March 2001 - January 2002
Alcatel-Lucent January 2001 - February 2001
Skills
Wireless, Strategic Partnerships, Cross-functional Team..., Product Management, Strategy, Strategic Planning, Account Management, RF, Product Development, Engineering, Semiconductors, Project Management, Business Development, Go-to-market Strategy, Management, Marketing, Sales, Networking, Business Strategy, Product Marketing, Telecommunications, Competitive Analysis, Leadership, Direct Sales, Program Management, Start-ups, Mobile Devices, International Sales, Market Analysis, CRM, Product Launch, Business Planning, International Business, Analytics, Management Consulting, Entrepreneurship, New Business Development, Proposal Writing, Mergers & Acquisitions
Education
Duke University - The Fuqua School of Business
MBA
The Johns Hopkins University
M.S.
Penn State University
B.S
Brian Sheriff's Principal Global Investors Experience January 2011 - Present
Job Assistant Portfolio Manager at Principal Real Estate Investors
Industry Investment Management
Experience
Principal Global Investors January 2011 - Present
Principal Global Investors February 2003 - December 2010
Skills
Asset Managment, Property Management, Budgets, Investments, Asset Management, Financial Analysis
Education
Iowa State University - College of Business 1999 — 2001
MBA, Finance & Business Management
Iowa State University 1995 — 1999
Bachelor's Degree, Finance & Business Management
Valley High School
Principal Global Investors January 2011 - Present
Principal Global Investors February 2003 - December 2010
Skills
Asset Managment, Property Management, Budgets, Investments, Asset Management, Financial Analysis
Education
Iowa State University - College of Business 1999 — 2001
MBA, Finance & Business Management
Iowa State University 1995 — 1999
Bachelor's Degree, Finance & Business Management
Valley High School
Rob Tietz's Principal Global Investors Experience May 2000 - August 2009
Job Chief Financial Officer at Minnesota Housing
Industry Government Administration
Experience
Minnesota Housing January 2014 - Present
Iowa Finance Authority August 2009 - January 2014
Principal Global Investors May 2000 - August 2009
Education
Drake University 1994 — 1995
Finance
Iowa State University 1989 — 1993
Finance
Minnesota Housing January 2014 - Present
Iowa Finance Authority August 2009 - January 2014
Principal Global Investors May 2000 - August 2009
Education
Drake University 1994 — 1995
Finance
Iowa State University 1989 — 1993
Finance
Travis Klohs's Principal Global Investors Experience 2007 - 2008
Job International Project Accountant at John Deere Financial
Industry Financial Services
Experience
John Deere Financial March 2014 - Present
John Deere Financial October 2011 - March 2014
John Deere Financial February 2011 - September 2011
John Deere Financial April 2010 - February 2011
John Deere Renewables 2008 - March 2010
Principal Global Investors 2007 - 2008
US Bank 2003 - 2007
Skills
Financial Analysis, Credit, Internal Audit, Financial Modeling, Finance, Accounting, Financial Reporting, Financial Accounting, Auditing, Forecasting, Internal Controls, US GAAP, Corporate Finance, Cost Accounting, Sarbanes-Oxley Act, Agile Methodologies, Agile Project Management
Education
Indiana University - Kelley School of Business 2011 — 2014
Master of Business Administration (MBA), Finance
University of Iowa - Henry B. Tippie College of Business 1998 — 2003
BBA, Finance & Management Organizations
John Deere Financial March 2014 - Present
John Deere Financial October 2011 - March 2014
John Deere Financial February 2011 - September 2011
John Deere Financial April 2010 - February 2011
John Deere Renewables 2008 - March 2010
Principal Global Investors 2007 - 2008
US Bank 2003 - 2007
Skills
Financial Analysis, Credit, Internal Audit, Financial Modeling, Finance, Accounting, Financial Reporting, Financial Accounting, Auditing, Forecasting, Internal Controls, US GAAP, Corporate Finance, Cost Accounting, Sarbanes-Oxley Act, Agile Methodologies, Agile Project Management
Education
Indiana University - Kelley School of Business 2011 — 2014
Master of Business Administration (MBA), Finance
University of Iowa - Henry B. Tippie College of Business 1998 — 2003
BBA, Finance & Management Organizations
Keith Bokota, CFA's Principal Global Investors Experience April 2007 - Present
Job Portfolio Manager at Principal Global Investors
Industry Investment Management
Experience
Principal Global Investors April 2007 - Present
Jones Lang LaSalle August 2005 - March 2007
Skills
Equities
Education
Georgetown University
Principal Global Investors April 2007 - Present
Jones Lang LaSalle August 2005 - March 2007
Skills
Equities
Education
Georgetown University
Amanda Ingram's Principal Global Investors Experience March 2005 - March 2010
Job Director, Investment Operations at Security Benefit
Industry Investment Management
Experience
Security Benefit May 2015 - Present
Athene Asset Management October 2013 - April 2015
Aviva Investors North America March 2010 - October 2013
Principal Global Investors March 2005 - March 2010
Principal Global Investors October 2002 - March 2005
Principal Global Investors April 2001 - October 2002
Manpower - Principal Global Investors June 1999 - April 2001
Skills
Corporate Actions, Investments, Equities, Fixed Income, Valuation, Asset Managment, Derivatives, Investment Management, Investment Compliance, ERISA, Debt Settlement, Equity Trading, Collateral Management, Cadis, Bloomberg, PAM for Securities, Portia, BlackRock Aladdin, Mutual Funds, Bonds, Securities, Trading Systems, Asset Management, Settlement, Fund Accounting, Portfolio Management
Education
Grand View College 1997 — 2001
Business
Security Benefit May 2015 - Present
Athene Asset Management October 2013 - April 2015
Aviva Investors North America March 2010 - October 2013
Principal Global Investors March 2005 - March 2010
Principal Global Investors October 2002 - March 2005
Principal Global Investors April 2001 - October 2002
Manpower - Principal Global Investors June 1999 - April 2001
Skills
Corporate Actions, Investments, Equities, Fixed Income, Valuation, Asset Managment, Derivatives, Investment Management, Investment Compliance, ERISA, Debt Settlement, Equity Trading, Collateral Management, Cadis, Bloomberg, PAM for Securities, Portia, BlackRock Aladdin, Mutual Funds, Bonds, Securities, Trading Systems, Asset Management, Settlement, Fund Accounting, Portfolio Management
Education
Grand View College 1997 — 2001
Business
Sondra Ashmore's Principal Global Investors Experience February 2014 - Present
Job Assistant Director IT
Industry Information Technology and Services
Experience
Principal Global Investors February 2014 - Present
IBM August 2012 - February 2014
Iowa State University October 2010 - August 2012
IBM March 2008 - August 2012
IBM May 2004 - March 2008
IBM May 2000 - April 2004
CHD Meridian Healthcare 1999 - 2000
Skills
Software Development, Project Portfolio..., User Experience, Technical Writing, Storage Software, Research, Cross-functional Team..., Proposal Writing, Agile Methodologies, Agile Project Management, Storage Management, Mentoring, Program Management, Strategy, PMP, Testing, Storage Virtualization, Management, Cloud Computing, Product Management, Databases, Strategic Planning, Project Management, Storage, Leadership, Requirements Analysis, Agile Application..., Data Center, Integration, Analysis, Enterprise Software, Software Project..., Process Improvement, IT Strategy, SaaS, Enterprise Architecture, Networking, Vendor Management, Business Process, SDLC, Solution Architecture, IT Management, IT Service Management, Pre-sales, Product Development, CRM, Business Intelligence, Disaster Recovery, PMO, Requirements Gathering
Education
Iowa State University - College of Business 2009 — 2012
Ph.D., HCI - Supply Chain Information Systems (Business)
Stanford University 2004 — 2005
Project Management Certification, Project Management
Rensselaer Polytechnic Institute - The Lally School of Management and Technology 1999 — 2003
MS (dual), Technical Communication, HCI, Management
Iowa State University 1997 — 1999
BA, Communications
Principal Global Investors February 2014 - Present
IBM August 2012 - February 2014
Iowa State University October 2010 - August 2012
IBM March 2008 - August 2012
IBM May 2004 - March 2008
IBM May 2000 - April 2004
CHD Meridian Healthcare 1999 - 2000
Skills
Software Development, Project Portfolio..., User Experience, Technical Writing, Storage Software, Research, Cross-functional Team..., Proposal Writing, Agile Methodologies, Agile Project Management, Storage Management, Mentoring, Program Management, Strategy, PMP, Testing, Storage Virtualization, Management, Cloud Computing, Product Management, Databases, Strategic Planning, Project Management, Storage, Leadership, Requirements Analysis, Agile Application..., Data Center, Integration, Analysis, Enterprise Software, Software Project..., Process Improvement, IT Strategy, SaaS, Enterprise Architecture, Networking, Vendor Management, Business Process, SDLC, Solution Architecture, IT Management, IT Service Management, Pre-sales, Product Development, CRM, Business Intelligence, Disaster Recovery, PMO, Requirements Gathering
Education
Iowa State University - College of Business 2009 — 2012
Ph.D., HCI - Supply Chain Information Systems (Business)
Stanford University 2004 — 2005
Project Management Certification, Project Management
Rensselaer Polytechnic Institute - The Lally School of Management and Technology 1999 — 2003
MS (dual), Technical Communication, HCI, Management
Iowa State University 1997 — 1999
BA, Communications
Andrea Muller's Principal Global Investors Experience August 2015 - Present
Job Global Head Institutional Business at Principal Global Investors
Industry Financial Services
Experience
Principal Global Investors August 2015 - Present
Principal Global Investors January 2015 - August 2015
Principal Global Investors March 2010 - December 2014
American Chamber of Commerce Singapore April 2007 - April 2011
Fitch Ratings Asia Pacific January 2005 - May 2008
UBS Global Asset Management January 2004 - December 2004
UBS Investment Bank February 2000 - December 2003
UBS Investment Bank April 1997 - July 1999
Shearman & Sterling October 1985 - March 1997
Skills
Asset Management, Financial Services
Education
Georgetown University Law Center 1982 — 1985
JD, Law, NY Bar, Paris Bar
Georgetown University 1977 — 1981
BSFS, International Relations
Principal Global Investors August 2015 - Present
Principal Global Investors January 2015 - August 2015
Principal Global Investors March 2010 - December 2014
American Chamber of Commerce Singapore April 2007 - April 2011
Fitch Ratings Asia Pacific January 2005 - May 2008
UBS Global Asset Management January 2004 - December 2004
UBS Investment Bank February 2000 - December 2003
UBS Investment Bank April 1997 - July 1999
Shearman & Sterling October 1985 - March 1997
Skills
Asset Management, Financial Services
Education
Georgetown University Law Center 1982 — 1985
JD, Law, NY Bar, Paris Bar
Georgetown University 1977 — 1981
BSFS, International Relations
Jeff Frey's Principal Global Investors Experience 2006 - Present
Job Investment Director at Principal Real Estate Investors
Industry Real Estate
Experience
Principal Global Investors 2006 - Present
Wells Fargo Bank 2004 - 2006
Washington Mutual 2003 - 2004
Safeco Insurance 2001 - 2003
Principal Global Investors 1989 - 2001
Skills
Valuation, Capital Markets, Loans, Real Estate, Credit Analysis, Commercial Real Estate, Banking, Commercial Mortgages, Mutual Funds, Management, Asset Management, Investments
Education
Drake University 1995 — 1996
MBA, Business Finance
Iowa State University 1985 — 1988
BBA, Marketing
Principal Global Investors 2006 - Present
Wells Fargo Bank 2004 - 2006
Washington Mutual 2003 - 2004
Safeco Insurance 2001 - 2003
Principal Global Investors 1989 - 2001
Skills
Valuation, Capital Markets, Loans, Real Estate, Credit Analysis, Commercial Real Estate, Banking, Commercial Mortgages, Mutual Funds, Management, Asset Management, Investments
Education
Drake University 1995 — 1996
MBA, Business Finance
Iowa State University 1985 — 1988
BBA, Marketing
Keith Poock's Principal Global Investors Experience 2005 - 2008
Job Vice President, Finance Manager at Wells Fargo Consumer Lending Group
Industry Banking
Experience
Wells Fargo - Consumer Lending Group October 2012 - Present
Wells Fargo January 2009 - October 2012
Principal Global Investors 2005 - 2008
Principal Financial Group 2004 - 2005
Principal Residential Mortgage 2001 - 2004
Principal Financial Group 1998 - 2001
Hy Vee 1997 - 1998
Skills
Insurance, Financial Analysis, Investments, Accounting, Capital Markets, Finance, Financial Accounting, Portfolio Management, Internal Audit, Strategic Financial..., Financial Services, Risk Management, Credit Analysis, Banking, Credit
Education
Drake University 2003 — 2005
MBA, Finance
University of Northern Iowa 1993 — 1997
Bachelor of Arts, Accounting
Wells Fargo - Consumer Lending Group October 2012 - Present
Wells Fargo January 2009 - October 2012
Principal Global Investors 2005 - 2008
Principal Financial Group 2004 - 2005
Principal Residential Mortgage 2001 - 2004
Principal Financial Group 1998 - 2001
Hy Vee 1997 - 1998
Skills
Insurance, Financial Analysis, Investments, Accounting, Capital Markets, Finance, Financial Accounting, Portfolio Management, Internal Audit, Strategic Financial..., Financial Services, Risk Management, Credit Analysis, Banking, Credit
Education
Drake University 2003 — 2005
MBA, Finance
University of Northern Iowa 1993 — 1997
Bachelor of Arts, Accounting
Frank Cioffi, CFA's Principal Global Investors Experience September 2005 - Present
Job Technology Analyst at Principal Global Investors
Industry Investment Management
Experience
Principal Global Investors September 2005 - Present
Principal Global Investors December 1999 - October 2004
Skandia Asset Management February 1998 - December 1999
Value Line August 1996 - February 1998
Skills
Equity Research
Education
Hofstra University 1989 — 1993
BBA, Finance
St Francis Prep High School 1985 — 1989
Principal Global Investors September 2005 - Present
Principal Global Investors December 1999 - October 2004
Skandia Asset Management February 1998 - December 1999
Value Line August 1996 - February 1998
Skills
Equity Research
Education
Hofstra University 1989 — 1993
BBA, Finance
St Francis Prep High School 1985 — 1989
Dick Hibbs's Principal Global Investors Experience 1998 - 2006
Job Managing Director at Kennedy Capital Management, Inc.
Industry Investment Management
Experience
Kennedy Capital Management, Inc 2009 - Present
DeMarche Assoc. 2006 - 2007
Principal Global Investors 1998 - 2006
Boatmen's Trust Company 1984 - 1998
A.G.Becker 1973 - 1984
Skills
Alternative Investments, Business Strategy, Investment Strategies, Investment Advisory, Marketing Strategy, Asset Allocation, Investor Relations, Asset Management, Venture Capital, Relationship Management, Due Diligence, Portfolio Management, Equities, Financial Services, Fixed Income, Investment Management, Hedge Funds, Strategy, Equity Research, Securities, Private Equity, Emerging Markets, Capital Markets, Equity Valuation, Options, Financial Markets, Investment Sales, Wealth Management, Strategic Financial..., 401k, Series 7, Mutual Funds, Valuation, Marketing, Bloomberg, Series 63, Trading, Investments, Customer Relations, Management
Education
Governors State University
Bachelors Degree, Interdisciplinary Studies
Kennedy Capital Management, Inc 2009 - Present
DeMarche Assoc. 2006 - 2007
Principal Global Investors 1998 - 2006
Boatmen's Trust Company 1984 - 1998
A.G.Becker 1973 - 1984
Skills
Alternative Investments, Business Strategy, Investment Strategies, Investment Advisory, Marketing Strategy, Asset Allocation, Investor Relations, Asset Management, Venture Capital, Relationship Management, Due Diligence, Portfolio Management, Equities, Financial Services, Fixed Income, Investment Management, Hedge Funds, Strategy, Equity Research, Securities, Private Equity, Emerging Markets, Capital Markets, Equity Valuation, Options, Financial Markets, Investment Sales, Wealth Management, Strategic Financial..., 401k, Series 7, Mutual Funds, Valuation, Marketing, Bloomberg, Series 63, Trading, Investments, Customer Relations, Management
Education
Governors State University
Bachelors Degree, Interdisciplinary Studies
Brett Lewellen's Principal Global Investors Experience April 2007 - May 2008
Job Solutions Consultant at QCI
Industry Information Technology and Services
Experience
QCI March 2012 - Present
Stara Technologies, Inc. December 2010 - March 2011
HP Enterprise Services October 2009 - September 2010
Charles Schwab April 2009 - September 2009
HP Enterprise Services / Henkel February 2009 - March 2009
Charles Schwab June 2008 - December 2008
Principal Global Investors April 2007 - May 2008
QCI April 2007 - May 2008
ING 2006 - 2007
Skills
Active Directory, XP, End User Support, Desktop Support, Remedy, Troubleshooting, Lotus Notes, Telephony, Outlook, Servers, Windows Server 2003, Windows 7, Microsoft Office, Documentation, Computer Hardware, Workstations, Windows, Hardware, Printers, Windows Server, Networking, Integration, Technical Support, Software Installation
Education
Indian Hills Community College 2001 — 2003
Associates Degree of Applied Science, Computer Systems/Networks
QCI March 2012 - Present
Stara Technologies, Inc. December 2010 - March 2011
HP Enterprise Services October 2009 - September 2010
Charles Schwab April 2009 - September 2009
HP Enterprise Services / Henkel February 2009 - March 2009
Charles Schwab June 2008 - December 2008
Principal Global Investors April 2007 - May 2008
QCI April 2007 - May 2008
ING 2006 - 2007
Skills
Active Directory, XP, End User Support, Desktop Support, Remedy, Troubleshooting, Lotus Notes, Telephony, Outlook, Servers, Windows Server 2003, Windows 7, Microsoft Office, Documentation, Computer Hardware, Workstations, Windows, Hardware, Printers, Windows Server, Networking, Integration, Technical Support, Software Installation
Education
Indian Hills Community College 2001 — 2003
Associates Degree of Applied Science, Computer Systems/Networks
Monte Wilner's Principal Global Investors Experience February 2013 - Present
Job Chief Compliance Officer CTA Business at Principal Global Investors
Industry Financial Services
Experience
Principal Global Investors February 2013 - Present
Principal January 2008 - Present
ING 1996 - 2007
Skills
Financial Analysis, Tax, Business Analysis, Risk Management, Leadership, Securities, Insurance, Process Improvement, Financial forensic..., Operational Due..., Fraud Detection
Education
Drake University
MBA, Finance
Principal Global Investors February 2013 - Present
Principal January 2008 - Present
ING 1996 - 2007
Skills
Financial Analysis, Tax, Business Analysis, Risk Management, Leadership, Securities, Insurance, Process Improvement, Financial forensic..., Operational Due..., Fraud Detection
Education
Drake University
MBA, Finance
Chris O'Hara's Principal Global Investors Experience 2004 - 2005
Job Healthcare Analyst at William Blair and Company
Industry Investment Management
Experience
William Blair and Company June 2005 - Present
Principal Global Investors 2004 - 2005
Banc of America Investments 2000 - 2004
Sigma Aldrich 1998 - 1999
Washington University School of Medicine 1992 - 1998
Skills
Financial Modeling, Valuation, Financial Analysis, Equities, Equity Research, Hedge Funds, Investments, Asset Management, Bloomberg, Capital Markets
Education
Washington University in St. Louis - Olin Business School 1997 — 1999
MBA, Finance
Purdue University 1987 — 1992
PhD, Neurosciences
Hillsdale College 1984 — 1987
BA, Biology/French
Lake Shore High School 1980 — 1983
High School
William Blair and Company June 2005 - Present
Principal Global Investors 2004 - 2005
Banc of America Investments 2000 - 2004
Sigma Aldrich 1998 - 1999
Washington University School of Medicine 1992 - 1998
Skills
Financial Modeling, Valuation, Financial Analysis, Equities, Equity Research, Hedge Funds, Investments, Asset Management, Bloomberg, Capital Markets
Education
Washington University in St. Louis - Olin Business School 1997 — 1999
MBA, Finance
Purdue University 1987 — 1992
PhD, Neurosciences
Hillsdale College 1984 — 1987
BA, Biology/French
Lake Shore High School 1980 — 1983
High School
Brad Fredericks's Principal Global Investors Experience June 2009 - March 2010
Job Chief Investment Officer at EMC Insurance Companies
Industry Investment Management
Experience
EMC Insurance Companies March 2014 - Present
EMC Insurance Companies March 2010 - March 2014
Principal Global Investors June 2009 - March 2010
Principal Global Investors May 2005 - June 2009
Principal Global Investors March 2002 - May 2005
Principal Global Investors May 2000 - March 2002
Principal Financial Group January 1998 - May 2000
Wells Fargo Home Mortgage, formerly known as Norwest Mortgage September 1996 - January 1998
Skills
Fixed Income, Portfolio Management, Trading, Credit Analysis, Securities, Bloomberg, Analysis, Credit, Investments, Asset Management, Bonds, Alternative Investments, Asset Allocation, Equities
Education
University of Iowa - Henry B. Tippie College of Business 2002 — 2008
MBA
Iowa State University 1992 — 1996
BBA, Finance
EMC Insurance Companies March 2014 - Present
EMC Insurance Companies March 2010 - March 2014
Principal Global Investors June 2009 - March 2010
Principal Global Investors May 2005 - June 2009
Principal Global Investors March 2002 - May 2005
Principal Global Investors May 2000 - March 2002
Principal Financial Group January 1998 - May 2000
Wells Fargo Home Mortgage, formerly known as Norwest Mortgage September 1996 - January 1998
Skills
Fixed Income, Portfolio Management, Trading, Credit Analysis, Securities, Bloomberg, Analysis, Credit, Investments, Asset Management, Bonds, Alternative Investments, Asset Allocation, Equities
Education
University of Iowa - Henry B. Tippie College of Business 2002 — 2008
MBA
Iowa State University 1992 — 1996
BBA, Finance
Robert Jiroutek, CFA's Principal Global Investors Experience November 2001 - May 2009
Job Risk Officer at Teachers' Retirement System of the State of Illinois
Industry Investment Management
Experience
Teachers' Retirement System of the State of Illinois December 2014 - Present
Teachers' Retirement System of the State of Illinois October 2010 - November 2014
Principal Global Investors November 2001 - May 2009
Wells Fargo Card Services 1999 - 2001
Morgan Stanley Smith Barney 1993 - 1999
Skills
Bloomberg, Fixed Income, Bonds, Portfolio Management, Asset Managment, Asset Allocation, Equities, Investments, Valuation, Derivatives, Trading, Fixed Income Analysis, Securities, Financial Modeling, High Yield, ABS, Hedge Funds, Credit Analysis, Financial Analysis, Options, Alternative Investments, Equity Research, Investment Strategies, Asset Management
Education
Drake University 1999 — 2001
MBA, Business
University of Iowa 1989 — 1993
BBA, Finance
Teachers' Retirement System of the State of Illinois December 2014 - Present
Teachers' Retirement System of the State of Illinois October 2010 - November 2014
Principal Global Investors November 2001 - May 2009
Wells Fargo Card Services 1999 - 2001
Morgan Stanley Smith Barney 1993 - 1999
Skills
Bloomberg, Fixed Income, Bonds, Portfolio Management, Asset Managment, Asset Allocation, Equities, Investments, Valuation, Derivatives, Trading, Fixed Income Analysis, Securities, Financial Modeling, High Yield, ABS, Hedge Funds, Credit Analysis, Financial Analysis, Options, Alternative Investments, Equity Research, Investment Strategies, Asset Management
Education
Drake University 1999 — 2001
MBA, Business
University of Iowa 1989 — 1993
BBA, Finance
Si Gao's Principal Global Investors Experience June 2014 - August 2014
Job Quant Equity Research Analyst at Macquarie Group
Industry Research
Experience
Macquarie Group March 2015 - Present
Principal Global Investors June 2014 - August 2014
Travelers June 2012 - January 2013
University at Albany May 2010 - August 2011
Skills
LaTeX, SAS, Time Series Analysis, Statistics, Econometrics, Stata, Matlab, Risk Management, Capital Adequacy, Economic Research, Solvency II, Data Management, Macroeconomics, Fiscal Policy, Gauss, Igloo, Quantitative Finance, Statistical Modeling, Data Analysis, Economics, Eviews, Monte Carlo Simulation, Quantitative Analytics, Analysis, Bloomberg, Logistic Regression
Education
State University of New York at Albany 2008 — 2015
Ph.D
Fudan University 2004 — 2008
Bachelor
Macquarie Group March 2015 - Present
Principal Global Investors June 2014 - August 2014
Travelers June 2012 - January 2013
University at Albany May 2010 - August 2011
Skills
LaTeX, SAS, Time Series Analysis, Statistics, Econometrics, Stata, Matlab, Risk Management, Capital Adequacy, Economic Research, Solvency II, Data Management, Macroeconomics, Fiscal Policy, Gauss, Igloo, Quantitative Finance, Statistical Modeling, Data Analysis, Economics, Eviews, Monte Carlo Simulation, Quantitative Analytics, Analysis, Bloomberg, Logistic Regression
Education
State University of New York at Albany 2008 — 2015
Ph.D
Fudan University 2004 — 2008
Bachelor
Kim White's Principal Global Investors Experience August 2007 - Present
Job Equity Product Specialist at Principal Global Investors
Industry Investment Management
Experience
Principal Global Investors August 2007 - Present
Principal Global Investors January 1998 - August 2007
Ellwood Associates October 1993 - November 1997
Skills
Relationship Management, Equities, Investments, Market Research, Asset Management, Competitive Analysis, CRM, Marketing, Marketing Communications, Equity Research, Alternative Investments, Investment Management, Mutual Funds, Investment Strategies, Asset Allocation
Education
Illinois State University 1989 — 1993
BS, Finance
Principal Global Investors August 2007 - Present
Principal Global Investors January 1998 - August 2007
Ellwood Associates October 1993 - November 1997
Skills
Relationship Management, Equities, Investments, Market Research, Asset Management, Competitive Analysis, CRM, Marketing, Marketing Communications, Equity Research, Alternative Investments, Investment Management, Mutual Funds, Investment Strategies, Asset Allocation
Education
Illinois State University 1989 — 1993
BS, Finance
Stephen Sladek's Principal Global Investors Experience May 2011 - August 2012
Job Assistant Vice President, Product Manager
Industry Financial Services
Experience
Bankers Trust August 2012 - Present
Principal Global Investors May 2011 - August 2012
Wells Fargo January 2006 - February 2011
Banco Popular North America September 2002 - September 2005
Cramer Krasselt February 2000 - September 2002
Wells Fargo September 1995 - February 2000
Skills
Relationship Management, Direct Marketing, Marketing Strategy, Database Marketing, Financial Services, Market Research, Strategy, Product Management, Leadership, Cross-functional Team..., Marketing, Management, Account Management, Integrated Marketing, Advertising, Business Strategy, Customer Acquisition
Education
Drake University
MA - Mass Communications, Integrated Marketing Communications, 4.0
Drake University
BA Journalism/Mass Communications, Advertising/Public Relations, 3.675
Bankers Trust August 2012 - Present
Principal Global Investors May 2011 - August 2012
Wells Fargo January 2006 - February 2011
Banco Popular North America September 2002 - September 2005
Cramer Krasselt February 2000 - September 2002
Wells Fargo September 1995 - February 2000
Skills
Relationship Management, Direct Marketing, Marketing Strategy, Database Marketing, Financial Services, Market Research, Strategy, Product Management, Leadership, Cross-functional Team..., Marketing, Management, Account Management, Integrated Marketing, Advertising, Business Strategy, Customer Acquisition
Education
Drake University
MA - Mass Communications, Integrated Marketing Communications, 4.0
Drake University
BA Journalism/Mass Communications, Advertising/Public Relations, 3.675
Tao Hong's Principal Global Investors Experience May 2010 - Present
Job Quantitative Analyst at Principal Global Investors
Industry Financial Services
Experience
Principal Global Investors May 2010 - Present
AT&T Global Services March 2010 - May 2010
Principal Global Investors June 2007 - May 2008
Education
Illinois Institute of Technology 2006 — 2008
Master, Finance
Principal Global Investors May 2010 - Present
AT&T Global Services March 2010 - May 2010
Principal Global Investors June 2007 - May 2008
Education
Illinois Institute of Technology 2006 — 2008
Master, Finance
John Wetherell's Principal Global Investors Experience June 2013 - Present
Job Senior Compliance Manager at Principal Global Investors
Industry Financial Services
Experience
Principal Global Investors June 2013 - Present
Principal Global Investors March 2011 - June 2013
Principal Global Investors February 2008 - February 2011
Princor Financial Services Corporation April 2002 - February 2008
Skills
Equities, Asset Management, FINRA, Securities, Trading, Equity Trading, Series 7, Mutual Funds, Investments, Strategy, Fixed Income, Alternative Investments
Education
Drake University 1989 — 1991
Juris Doctor, Law
University of Iowa 1973 — 1977
BBA, Economics
Principal Global Investors June 2013 - Present
Principal Global Investors March 2011 - June 2013
Principal Global Investors February 2008 - February 2011
Princor Financial Services Corporation April 2002 - February 2008
Skills
Equities, Asset Management, FINRA, Securities, Trading, Equity Trading, Series 7, Mutual Funds, Investments, Strategy, Fixed Income, Alternative Investments
Education
Drake University 1989 — 1991
Juris Doctor, Law
University of Iowa 1973 — 1977
BBA, Economics
Alex Meersman's Principal Global Investors Experience January 2012 - August 2012
Job Associate Analyst at Fitch Ratings
Industry Real Estate
Experience
Fitch Ratings October 2014 - Present
Sears Holdings Corporation August 2013 - October 2014
Principal Global Investors January 2012 - August 2012
Eddie Bauer December 2010 - December 2011
US Army February 2007 - July 2010
Skills
Financial Analysis, Investments, Financial Modeling, Real Estate, Argus Modeling, Bloomberg Terminal, Microsoft Office, Customer Service, Microsoft Excel, Sales, Leadership, Inventory Management, Analysis, Valuation, Finance, Loans, PowerPoint, Microsoft Word, Data Analysis, Management, Team Leadership, Public Speaking, Research, Teamwork, Time Management, Strategic Planning, Portfolio Management, Project Management, Asset Management, Analytics, Social Media, Team Building, Business Analysis, Due Diligence, Training, Financial Reporting, Access, Budgets, Credit Analysis, Negotiation, Project Planning, Risk Management, Event Planning, Process Improvement, Leadership Development, Program Management, Credit, Corporate Finance, Banking, Equities
Education
Iowa State University 2010 — 2013
BS, Finance, Senior
Fitch Ratings October 2014 - Present
Sears Holdings Corporation August 2013 - October 2014
Principal Global Investors January 2012 - August 2012
Eddie Bauer December 2010 - December 2011
US Army February 2007 - July 2010
Skills
Financial Analysis, Investments, Financial Modeling, Real Estate, Argus Modeling, Bloomberg Terminal, Microsoft Office, Customer Service, Microsoft Excel, Sales, Leadership, Inventory Management, Analysis, Valuation, Finance, Loans, PowerPoint, Microsoft Word, Data Analysis, Management, Team Leadership, Public Speaking, Research, Teamwork, Time Management, Strategic Planning, Portfolio Management, Project Management, Asset Management, Analytics, Social Media, Team Building, Business Analysis, Due Diligence, Training, Financial Reporting, Access, Budgets, Credit Analysis, Negotiation, Project Planning, Risk Management, Event Planning, Process Improvement, Leadership Development, Program Management, Credit, Corporate Finance, Banking, Equities
Education
Iowa State University 2010 — 2013
BS, Finance, Senior
Brandon McNace's Principal Global Investors Experience February 2015 - Present
Job Asset Management Analyst at Principal Real Estate Investors
Industry Investment Management
Experience
Principal Global Investors February 2015 - Present
Principal Financial Group January 2011 - Present
American Equity October 2009 - December 2010
Principal Financial Group August 2009 - October 2009
Principal Financial Group January 2009 - August 2009
Skills
Insurance, Health Insurance, Life Insurance, Fixed Annuities, Employee Benefits, Customer Service, Term Life Insurance, Retirement, Process Improvement, Microsoft Excel, Risk Management, Outlook, Business Analysis, Financial Analysis, Financial Reporting, Financial Modeling, Finance, Investments, Customer Retention, Long-term Customer...
Education
Iowa State University 2005 — 2008
Bachelor of Science (B.S.), Finance, General
Iowa State University - College of Business
Finance, General
Principal Global Investors February 2015 - Present
Principal Financial Group January 2011 - Present
American Equity October 2009 - December 2010
Principal Financial Group August 2009 - October 2009
Principal Financial Group January 2009 - August 2009
Skills
Insurance, Health Insurance, Life Insurance, Fixed Annuities, Employee Benefits, Customer Service, Term Life Insurance, Retirement, Process Improvement, Microsoft Excel, Risk Management, Outlook, Business Analysis, Financial Analysis, Financial Reporting, Financial Modeling, Finance, Investments, Customer Retention, Long-term Customer...
Education
Iowa State University 2005 — 2008
Bachelor of Science (B.S.), Finance, General
Iowa State University - College of Business
Finance, General
Sandeep Singal's Principal Global Investors Experience 2000 - 2002
Job Risk Consultant at Citi
Industry Financial Services
Experience
Citi 2015 - Present
Bank of America Merrill Lynch 2009 - 2014
Invista Asset Management 2002 - 2009
Principal Global Investors 2000 - 2002
UBS O'Connor 1999 - 2000
Driehaus Capital Management LLC 1999 - 1999
Lehman Brothers 1997 - 1999
J.P. Morgan 1994 - 1997
KPMG 1992 - 1994
Price Waterhouse Management Consultants 1989 - 1992
Skills
Investments, Alternative Investments, Trading, Risk Management, Hedge Funds, Portfolio Management, Asset Management, Research, Financial Modeling, Capital Markets, Equities, Derivatives, Equity Derivatives, Financial Analysis, Valuation, Market Risk, Financial Risk, Financial Regulation
Education
Drexel University 1987 — 1992
MBA, Investment Management
Rutgers University-New Brunswick 1983 — 1987
BS, Electrical and Computer Engineering
Citi 2015 - Present
Bank of America Merrill Lynch 2009 - 2014
Invista Asset Management 2002 - 2009
Principal Global Investors 2000 - 2002
UBS O'Connor 1999 - 2000
Driehaus Capital Management LLC 1999 - 1999
Lehman Brothers 1997 - 1999
J.P. Morgan 1994 - 1997
KPMG 1992 - 1994
Price Waterhouse Management Consultants 1989 - 1992
Skills
Investments, Alternative Investments, Trading, Risk Management, Hedge Funds, Portfolio Management, Asset Management, Research, Financial Modeling, Capital Markets, Equities, Derivatives, Equity Derivatives, Financial Analysis, Valuation, Market Risk, Financial Risk, Financial Regulation
Education
Drexel University 1987 — 1992
MBA, Investment Management
Rutgers University-New Brunswick 1983 — 1987
BS, Electrical and Computer Engineering
Dylan Stypula's Principal Global Investors Experience May 2014 - January 2015
Job Financial Analyst Wells Fargo
Industry Investment Management
Experience
Wells Fargo June 2015 - Present
Principal Global Investors May 2014 - January 2015
Kingland Systems September 2012 - January 2013
Ace Community Credit Union May 2012 - September 2012
TCF Bank September 2010 - October 2011
Sweet Martha's Cookie Jar August 2009 - August 2010
Eden Prairie Sports Association April 2008 - March 2010
Skills
Leadership, Sales, Time Management, Banking, Finance, Financial Analysis, DCF Valuation, Analysis, Financial Modeling, Bloomberg Terminal, SNL, Barclays Point, Business Statistics, Critical Thinking, Drive Results, Microsoft Office, Negotiation, Investments
Education
Adventis CG's Financial Modeling Accelerator Program
Iowa State University 2011 — 2015
Bachelor of Science (BS), Finance
Wells Fargo June 2015 - Present
Principal Global Investors May 2014 - January 2015
Kingland Systems September 2012 - January 2013
Ace Community Credit Union May 2012 - September 2012
TCF Bank September 2010 - October 2011
Sweet Martha's Cookie Jar August 2009 - August 2010
Eden Prairie Sports Association April 2008 - March 2010
Skills
Leadership, Sales, Time Management, Banking, Finance, Financial Analysis, DCF Valuation, Analysis, Financial Modeling, Bloomberg Terminal, SNL, Barclays Point, Business Statistics, Critical Thinking, Drive Results, Microsoft Office, Negotiation, Investments
Education
Adventis CG's Financial Modeling Accelerator Program
Iowa State University 2011 — 2015
Bachelor of Science (BS), Finance
Soonok In's Principal Global Investors Experience January 2007 - Present
Job Investment Accountant, Derivative Reporting Team at Principal Global Investors
Industry Accounting
Experience
Principal Global Investors January 2007 - Present
Edelman at Secoul Branch May 1999 - August 1999
Samsung Foundation of Culture January 1996 - August 1998
Education
Iowa State University 2005 — 2007
Master's degree, Accounting and Finance
Ewha Womans University 1992 — 1995
Bachelor's degree, International office Management
Principal Global Investors January 2007 - Present
Edelman at Secoul Branch May 1999 - August 1999
Samsung Foundation of Culture January 1996 - August 1998
Education
Iowa State University 2005 — 2007
Master's degree, Accounting and Finance
Ewha Womans University 1992 — 1995
Bachelor's degree, International office Management
Tyler Veenstra's Principal Global Investors Experience May 2011 - September 2011
Job Financial Analyst II at PFG
Industry Financial Services
Experience
Principal Financial Group September 2011 - Present
Principal Global Investors May 2011 - September 2011
Merchants Bonding Company June 2010 - December 2010
EMC Insurance Company May 2009 - August 2009
Pearson NCS May 2008 - August 2008
Skills
Access, Underwriting, Insurance, Analysis, Financial Analysis, Microsoft Excel, Risk Management, Microsoft Word, Credit, Microsoft Office, Portfolio Management, VBA, SQL, MG ALFA, SAS, Financial Modeling, Fixed Annuities, Financial Forecasting, Cash Flow Forecasting
Education
Drake University 2011 — 2014
Master of Business Administration (M.B.A.), Finance, 4.00 GPA
Drake University 2007 — 2011
BSBA, Finance
Principal Financial Group September 2011 - Present
Principal Global Investors May 2011 - September 2011
Merchants Bonding Company June 2010 - December 2010
EMC Insurance Company May 2009 - August 2009
Pearson NCS May 2008 - August 2008
Skills
Access, Underwriting, Insurance, Analysis, Financial Analysis, Microsoft Excel, Risk Management, Microsoft Word, Credit, Microsoft Office, Portfolio Management, VBA, SQL, MG ALFA, SAS, Financial Modeling, Fixed Annuities, Financial Forecasting, Cash Flow Forecasting
Education
Drake University 2011 — 2014
Master of Business Administration (M.B.A.), Finance, 4.00 GPA
Drake University 2007 — 2011
BSBA, Finance
Kelli Fisk's Principal Global Investors Experience December 2013 - Present
Job Investment Product Advisor at Principal Global Investors
Industry Financial Services
Experience
Principal Global Investors December 2013 - Present
Principal Global Investors September 2010 - December 2013
Wells Fargo May 2009 - September 2010
Education
Drake University 2010 — 2012
MBA, Executive Development
Iowa State University 2005 — 2009
Bachelor of Science (BS), Finance
Principal Global Investors December 2013 - Present
Principal Global Investors September 2010 - December 2013
Wells Fargo May 2009 - September 2010
Education
Drake University 2010 — 2012
MBA, Executive Development
Iowa State University 2005 — 2009
Bachelor of Science (BS), Finance
Jason Uecker's Principal Global Investors Experience October 2006 - Present
Job Business Analyst at Principal Global Investors
Industry Investment Management
Experience
Principal Global Investors October 2006 - Present
Principal Global Investors June 2003 - October 2006
Principal Global Investors May 2001 - June 2003
Skills
Business Analysis, Agile Methodolgy, Business Requirements, Business Architecture, Project Management, Data Integration, SQL, Vendor Management..., Microsoft Visio, Financial Reporting, Fund Accounting, Hedge Funds, Alternative Investments, Mutual Funds, Financial Analysis, Securities, Fund Of Funds, Asset Allocation, Bonds, Corporate Actions, Microsoft Office, Microsoft Publisher, Microsoft Office..., Agile Methodologies
Education
Drake University 2004 — 2006
Master of Business Administration (MBA), Finance, General
University of Dubuque 1998 — 2000
Bachelor of Business Administration (B.B.A.), Business Administration and Finance
Principal Global Investors October 2006 - Present
Principal Global Investors June 2003 - October 2006
Principal Global Investors May 2001 - June 2003
Skills
Business Analysis, Agile Methodolgy, Business Requirements, Business Architecture, Project Management, Data Integration, SQL, Vendor Management..., Microsoft Visio, Financial Reporting, Fund Accounting, Hedge Funds, Alternative Investments, Mutual Funds, Financial Analysis, Securities, Fund Of Funds, Asset Allocation, Bonds, Corporate Actions, Microsoft Office, Microsoft Publisher, Microsoft Office..., Agile Methodologies
Education
Drake University 2004 — 2006
Master of Business Administration (MBA), Finance, General
University of Dubuque 1998 — 2000
Bachelor of Business Administration (B.B.A.), Business Administration and Finance
Bryan Nessen's Principal Global Investors Experience October 1997 - Present
Job Client Service Manager at Principal Global Investors
Industry Investment Management
Experience
Principal Global Investors October 1997 - Present
Education
Eastern Washington University 1994 — 1996
Bachelor of Business Administration (BBA), Human Resources Management/Personnel Administration, General
Principal Global Investors October 1997 - Present
Education
Eastern Washington University 1994 — 1996
Bachelor of Business Administration (BBA), Human Resources Management/Personnel Administration, General
Lamar Ingram's Principal Global Investors Experience May 2006 - December 2008
Job Sr. Purchase Auditor at Sierra Pacific Mortgage Company, Inc.
Industry Financial Services
Experience
Sierra Pacific Mortgage Company, Inc. April 2015 - Present
MSI (Mortgage Services III, LLC) April 2009 - November 2013
Wells Fargo January 2009 - April 2009
Principal Global Investors May 2006 - December 2008
Citi December 2004 - May 2006
Principal Financial Group April 2001 - December 2004
Skills
Commercial Real Estate, Commercial Real Estate..., Residential Mortgages, Mortgage Lending, Mortgage Banking, Mortgage Underwriting, Mortgage Servicing, Home Equity, Home Equity Loans, Customer Service, Business Analysis, Technical Documentation, Teamwork, Dependable Team Player, Asset Management, Fixed Asset Management, Global Asset Management, Negotiation, Sales Process, Communication, Loans, Loan Origination, Rent Roll, Service Management
Education
Grand View College 1997 — 2001
Bachelor of Arts (BA), Business Administration and Management, General
Sierra Pacific Mortgage Company, Inc. April 2015 - Present
MSI (Mortgage Services III, LLC) April 2009 - November 2013
Wells Fargo January 2009 - April 2009
Principal Global Investors May 2006 - December 2008
Citi December 2004 - May 2006
Principal Financial Group April 2001 - December 2004
Skills
Commercial Real Estate, Commercial Real Estate..., Residential Mortgages, Mortgage Lending, Mortgage Banking, Mortgage Underwriting, Mortgage Servicing, Home Equity, Home Equity Loans, Customer Service, Business Analysis, Technical Documentation, Teamwork, Dependable Team Player, Asset Management, Fixed Asset Management, Global Asset Management, Negotiation, Sales Process, Communication, Loans, Loan Origination, Rent Roll, Service Management
Education
Grand View College 1997 — 2001
Bachelor of Arts (BA), Business Administration and Management, General
Benjamin Truong's Principal Global Investors Experience January 2006 - August 2006
Job Finance Manager at Ecolab
Industry Chemicals
Experience
Ecolab June 2014 - Present
Ecolab June 2012 - June 2014
Ecolab June 2010 - May 2012
Ecolab July 2009 - June 2010
Ecolab June 2008 - June 2009
International Paper January 2007 - June 2007
Principal Global Investors January 2006 - August 2006
Education
Indiana University - Kelley School of Business 2013 — 2015
Master of Business Administration (M.B.A.)
Iowa State University 2003 — 2008
Bachelor's Degree, Finance
Ecolab June 2014 - Present
Ecolab June 2012 - June 2014
Ecolab June 2010 - May 2012
Ecolab July 2009 - June 2010
Ecolab June 2008 - June 2009
International Paper January 2007 - June 2007
Principal Global Investors January 2006 - August 2006
Education
Indiana University - Kelley School of Business 2013 — 2015
Master of Business Administration (M.B.A.)
Iowa State University 2003 — 2008
Bachelor's Degree, Finance
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY