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.
Principal Global Investors Salaries. You can even request information on how much does Principal Global Investors pay if you want to. Learn about salaries, pros and cons of working for Principal Global Investors directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
707 Principal Global Investors employees in database. Find out everything there's to know about Principal Global Investors employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Principal Global Investors Employees
Employee
Years
Job
Industry
Nick Pierce, CIPM Nick Pierce, CIPM's Principal Global Investors Experience January 2014 - Present
Job Product Specialist at Principal Global Investors
Industry Financial Services
Experience
Principal Global Investors January 2014 - Present
Principal Global Investors June 2010 - December 2013
Principal Global Investors May 2007 - November 2008
First National Bank, Ames/Ankeny December 2004 - May 2007
Skills
Investments, Fixed Income, Equities, Bloomberg, Asset Management, Securities, Finance, Mutual Funds, Asset Allocation, Portfolio Management, Financial Analysis
Education
Iowa State University 2001 — 2003
Bachelor of Science (B.S.), Finance, General
North Iowa Area Community College 1999 — 2001
Associate of Arts (A.A.), Finance, General
Principal Global Investors January 2014 - Present
Principal Global Investors June 2010 - December 2013
Principal Global Investors May 2007 - November 2008
First National Bank, Ames/Ankeny December 2004 - May 2007
Skills
Investments, Fixed Income, Equities, Bloomberg, Asset Management, Securities, Finance, Mutual Funds, Asset Allocation, Portfolio Management, Financial Analysis
Education
Iowa State University 2001 — 2003
Bachelor of Science (B.S.), Finance, General
North Iowa Area Community College 1999 — 2001
Associate of Arts (A.A.), Finance, General
Troy Kunz Troy Kunz's Principal Global Investors Experience 2005 - 2007
Job Assurance Manager at McGladrey
Industry Accounting
Experience
McGladrey November 2012 - Present
McGladrey September 2009 - October 2012
McGladrey & Pullen January 2008 - September 2009
Principal Global Investors 2005 - 2007
Skills
Accounting, Financial Reporting, Internal Controls, Auditing, Financial Accounting, Financial Analysis, CPA, GAAP, General Ledger, US GAAP, SEC filings, Internal Audit, Public Sector, Single Audit, International Accounting, Group audit standards, Member of AICPA, Revenue Recognition, External Audit
Education
Iowa State University 2006 — 2007
MAcc, Accounting
Iowa State University - College of Business 2002 — 2007
BS and Masters, Accounting
McGladrey November 2012 - Present
McGladrey September 2009 - October 2012
McGladrey & Pullen January 2008 - September 2009
Principal Global Investors 2005 - 2007
Skills
Accounting, Financial Reporting, Internal Controls, Auditing, Financial Accounting, Financial Analysis, CPA, GAAP, General Ledger, US GAAP, SEC filings, Internal Audit, Public Sector, Single Audit, International Accounting, Group audit standards, Member of AICPA, Revenue Recognition, External Audit
Education
Iowa State University 2006 — 2007
MAcc, Accounting
Iowa State University - College of Business 2002 — 2007
BS and Masters, Accounting
Brandon Grimm, MBA, CFA Brandon Grimm, MBA, CFA's Principal Global Investors Experience August 2005 - June 2008
Job Portfolio Manager & Investment Strategist
Industry Investment Management
Experience
Gilbert & Cook, Inc. (Wealth Management) June 2008 - Present
Principal Global Investors August 2005 - June 2008
Towers Watson (Formerly Towers Perrin) May 2004 - September 2004
Skills
Portfolio Management, Investments, Economics, Leadership, Teamwork, Asset Management, Maximizer & Achiever, Problem Solving, Research & Analysis, Competitive Attitude, Security Valuation, Valuation, Investment Strategies, Financial Analysis, ETFs, Mutual Funds, Financial Markets, Finance, Investment Management, Due Diligence
Education
University of Iowa - Henry B. Tippie College of Business 2010 — 2012
Masters of Business Administration, Finance, With Distinction (4.07 GPA)
Luther College 2001 — 2005
Bachelor of Arts, Statistics and Economics, Cum Laude
West Delaware High School - Manchester, IA 1997 — 2001
Gilbert & Cook, Inc. (Wealth Management) June 2008 - Present
Principal Global Investors August 2005 - June 2008
Towers Watson (Formerly Towers Perrin) May 2004 - September 2004
Skills
Portfolio Management, Investments, Economics, Leadership, Teamwork, Asset Management, Maximizer & Achiever, Problem Solving, Research & Analysis, Competitive Attitude, Security Valuation, Valuation, Investment Strategies, Financial Analysis, ETFs, Mutual Funds, Financial Markets, Finance, Investment Management, Due Diligence
Education
University of Iowa - Henry B. Tippie College of Business 2010 — 2012
Masters of Business Administration, Finance, With Distinction (4.07 GPA)
Luther College 2001 — 2005
Bachelor of Arts, Statistics and Economics, Cum Laude
West Delaware High School - Manchester, IA 1997 — 2001
Peter DeTar Peter DeTar's Principal Global Investors Experience December 2013 - August 2014
Job Senior at Iowa State University
Industry Accounting
Experience
Iowa State University June 2012 - Present
Hy Vee January 2012 - July 2015
Principal Global Investors December 2013 - August 2014
Kingland Systems April 2013 - December 2013
Skills
Accounting, Superior Work Ethic, High Organizational..., Time Management, Always Punctual, Devotion, Cashiering, Teamwork, Committed to..., Critical Thinking, Dependable Team Player
Education
Iowa State University 2011 — 2016
Bachelor of Science (B.S.), Accounting
Iowa State University June 2012 - Present
Hy Vee January 2012 - July 2015
Principal Global Investors December 2013 - August 2014
Kingland Systems April 2013 - December 2013
Skills
Accounting, Superior Work Ethic, High Organizational..., Time Management, Always Punctual, Devotion, Cashiering, Teamwork, Committed to..., Critical Thinking, Dependable Team Player
Education
Iowa State University 2011 — 2016
Bachelor of Science (B.S.), Accounting
Nathan Griffith Nathan Griffith's Principal Global Investors Experience January 2012 - August 2012
Job Wealth Management Associate at Zacks Investment Management
Industry Commercial Real Estate
Experience
Zacks Investment Management May 2015 - Present
Inland American Real Estate August 2014 - April 2015
Principal Global Investors January 2012 - August 2012
Buffalo Wild Wings March 2011 - February 2012
Griffith Lawn Care March 2007 - March 2011
Hunziker Christy Shirk February 2009 - September 2009
Ames Tribune August 2005 - August 2009
Skills
Microsoft Excel, Finance, Portfolio Management, Investments, Financial Reporting, Argus, DYNA, OnBase, MRI, Financial Modeling, Financial Analysis, Real Estate, Real Estate Development, Real Estate Transactions, Commercial Real Estate, Commercial Real Estate..., Commercial Real Estate..., International Business, PowerPoint, Customer Service, Microsoft Office, Microsoft Word, Valuation, Market Research
Education
Iowa State University 2010 — 2014
Bachelor of Science, Finance/ International Business
University of Newcastle 2013 — 2013
Bachelor of Science (B.S.), Finance
Ames High School 2005 — 2009
Zacks Investment Management May 2015 - Present
Inland American Real Estate August 2014 - April 2015
Principal Global Investors January 2012 - August 2012
Buffalo Wild Wings March 2011 - February 2012
Griffith Lawn Care March 2007 - March 2011
Hunziker Christy Shirk February 2009 - September 2009
Ames Tribune August 2005 - August 2009
Skills
Microsoft Excel, Finance, Portfolio Management, Investments, Financial Reporting, Argus, DYNA, OnBase, MRI, Financial Modeling, Financial Analysis, Real Estate, Real Estate Development, Real Estate Transactions, Commercial Real Estate, Commercial Real Estate..., Commercial Real Estate..., International Business, PowerPoint, Customer Service, Microsoft Office, Microsoft Word, Valuation, Market Research
Education
Iowa State University 2010 — 2014
Bachelor of Science, Finance/ International Business
University of Newcastle 2013 — 2013
Bachelor of Science (B.S.), Finance
Ames High School 2005 — 2009
Tyler Etten's Principal Global Investors Experience December 2012 - August 2013
Job Research Analyst at Piper Jaffray
Industry Investment Management
Experience
Piper Jaffray August 2014 - Present
John Deere June 2014 - August 2014
Iowa State University Investment Group January 2012 - May 2014
Iowa State University Finance Club August 2010 - May 2014
Kingland Systems January 2012 - February 2014
Principal Global Investors December 2012 - August 2013
Pioneer Hi-Bred International Inc June 2010 - July 2011
Skills
Committed to..., Leadership, Communicative Skills, Public Speaking, Bloomberg Terminal, Close Attention to..., Investments, Securities, Interpersonal Skill, Equity Research, Financial Analysis, Networking, Microsoft Excel, Social Media, Sports, Weightlifting, Sports Nutrition, Engine Rebuilding, Residential Roofing, Agricultural Machinery, Portfolio Management, Asset Management, Corporate Finance, Finance, Accounting, Data Analysis, Bloomberg, Financial Modeling, Valuation, SharePoint, PowerPoint, Team Leadership, Mutual Funds, Microsoft Word, Financial Markets, Equity Valuation, Outlook, Access, Entrepreneurship, Microsoft Office, Team Building, Teamwork
Education
Iowa State University - College of Business 2010 — 2014
Bachelor of Science (B.S.), Finance
Piper Jaffray August 2014 - Present
John Deere June 2014 - August 2014
Iowa State University Investment Group January 2012 - May 2014
Iowa State University Finance Club August 2010 - May 2014
Kingland Systems January 2012 - February 2014
Principal Global Investors December 2012 - August 2013
Pioneer Hi-Bred International Inc June 2010 - July 2011
Skills
Committed to..., Leadership, Communicative Skills, Public Speaking, Bloomberg Terminal, Close Attention to..., Investments, Securities, Interpersonal Skill, Equity Research, Financial Analysis, Networking, Microsoft Excel, Social Media, Sports, Weightlifting, Sports Nutrition, Engine Rebuilding, Residential Roofing, Agricultural Machinery, Portfolio Management, Asset Management, Corporate Finance, Finance, Accounting, Data Analysis, Bloomberg, Financial Modeling, Valuation, SharePoint, PowerPoint, Team Leadership, Mutual Funds, Microsoft Word, Financial Markets, Equity Valuation, Outlook, Access, Entrepreneurship, Microsoft Office, Team Building, Teamwork
Education
Iowa State University - College of Business 2010 — 2014
Bachelor of Science (B.S.), Finance
Jesa Pace (Wolthuizen) Jesa Pace (Wolthuizen)'s Principal Global Investors Experience June 2014 - May 2015
Job Global Marketing Specialist at Principal Global Investors
Industry Public Relations and Communications
Experience
Principal Global Investors June 2014 - May 2015
City of Ames January 2010 - May 2015
Iowa College Student Aid Commission January 2013 - June 2014
Iowa State University College of Engineering May 2012 - December 2012
Environmental Health and Safety May 2011 - May 2012
Camp Adventure Youth Services December 2010 - January 2011
Camp Adventure Youth Services June 2010 - August 2010
Skills
Social Media, Public Speaking, Editing, Writing, Adobe Creative Suite, Microsoft Office, Community Outreach, Photoshop, Dreamweaver, InDesign, Illustrator, Press Releases, WordPress, PowerPoint, Facebook, Social Media Marketing, Marketing Communications, Higher Education, Newsletters, Adobe Premiere, Microsoft Excel, Microsoft Word, Video Production, Web Content, Event Planning, Customer Service, Communication, Salesforce.com, Mass Email Marketing, CRM
Education
Iowa State University 2009 — 2012
Journalism and Mass Communications, Speech Communications and Political Science
Akron-Westfield High School 2005 — 2009
High School Diploma
Principal Global Investors June 2014 - May 2015
City of Ames January 2010 - May 2015
Iowa College Student Aid Commission January 2013 - June 2014
Iowa State University College of Engineering May 2012 - December 2012
Environmental Health and Safety May 2011 - May 2012
Camp Adventure Youth Services December 2010 - January 2011
Camp Adventure Youth Services June 2010 - August 2010
Skills
Social Media, Public Speaking, Editing, Writing, Adobe Creative Suite, Microsoft Office, Community Outreach, Photoshop, Dreamweaver, InDesign, Illustrator, Press Releases, WordPress, PowerPoint, Facebook, Social Media Marketing, Marketing Communications, Higher Education, Newsletters, Adobe Premiere, Microsoft Excel, Microsoft Word, Video Production, Web Content, Event Planning, Customer Service, Communication, Salesforce.com, Mass Email Marketing, CRM
Education
Iowa State University 2009 — 2012
Journalism and Mass Communications, Speech Communications and Political Science
Akron-Westfield High School 2005 — 2009
High School Diploma
Mitchell Sankey's Principal Global Investors Experience December 2013 - August 2014
Job Financial Analyst at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group August 2015 - Present
Veenker Memorial Golf Course September 2010 - August 2015
Principal Global Investors December 2013 - August 2014
AEGON Americas January 2013 - August 2013
Alpha Copies and Print Center August 2010 - November 2012
Iowa Department of Transportation May 2011 - August 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Budgets, Investments, Erosion Control, Integratec, SharePoint, Customer Service, Analysis, Microsoft PowerPoint, Adobe Acrobat, Microsoft Outlook, Sales, Bloomberg, Bloomberg Terminal, Charles River IMS, Portia, Cadis, SQL Server Management..., Golf Course Management, Junior Golf, Teamwork
Education
Iowa State University - College of Business 2010 — 2015
Bachelor’s Degree, Finance and Financial Management Services
Ames High School
Principal Financial Group August 2015 - Present
Veenker Memorial Golf Course September 2010 - August 2015
Principal Global Investors December 2013 - August 2014
AEGON Americas January 2013 - August 2013
Alpha Copies and Print Center August 2010 - November 2012
Iowa Department of Transportation May 2011 - August 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Budgets, Investments, Erosion Control, Integratec, SharePoint, Customer Service, Analysis, Microsoft PowerPoint, Adobe Acrobat, Microsoft Outlook, Sales, Bloomberg, Bloomberg Terminal, Charles River IMS, Portia, Cadis, SQL Server Management..., Golf Course Management, Junior Golf, Teamwork
Education
Iowa State University - College of Business 2010 — 2015
Bachelor’s Degree, Finance and Financial Management Services
Ames High School
Jenny L. Herring, APR's Principal Global Investors Experience June 2000 - June 2008
Job Senior Associate at Wilshire Associates
Industry Public Relations and Communications
Experience
Wilshire Associates February 2015 - Present
The Creative Alliance June 2011 - November 2014
Jenny L. Herring, APR 2008 - 2011
Principal Global Investors June 2000 - June 2008
Dreyfus Founders Funds January 1998 - June 1999
CTA Integrated Communications October 1996 - December 1997
Vickers and Knaus Public Relations June 1983 - October 1994
Skills
Media Relations, Marketing Communications, Public Relations, Writing, Strategic Planning, Corporate Communications, Marketing Strategy, Strategic Communications, Internal Communications, Press Releases, Copywriting, Blogging, Integrated Marketing, Marketing, Editing, Newsletters, Social Media, Social Media Marketing, Crisis Communications, Journalism, Advertising, Online Advertising, Leadership, Strategy, Speech Writing, Proposal Writing, Event Planning, Creative Direction, Market Research, Social Networking, Copy Editing, Publicity, Brand Development, AP Style, Event Management, Corporate Branding, WordPress, Spokesperson, Web Content, Proofreading, Content Development, Message Development, Reputation Management, Email Marketing, Communication Training, Content Strategy, Online Marketing, Website Development, Communications Planning, Strategic Media...
Education
Iowa State University 2002 — 2007
MS, Journalism and Mass Communication
University of Colorado Boulder 1978 — 1982
BS, News-Editorial Journalism
Wilshire Associates February 2015 - Present
The Creative Alliance June 2011 - November 2014
Jenny L. Herring, APR 2008 - 2011
Principal Global Investors June 2000 - June 2008
Dreyfus Founders Funds January 1998 - June 1999
CTA Integrated Communications October 1996 - December 1997
Vickers and Knaus Public Relations June 1983 - October 1994
Skills
Media Relations, Marketing Communications, Public Relations, Writing, Strategic Planning, Corporate Communications, Marketing Strategy, Strategic Communications, Internal Communications, Press Releases, Copywriting, Blogging, Integrated Marketing, Marketing, Editing, Newsletters, Social Media, Social Media Marketing, Crisis Communications, Journalism, Advertising, Online Advertising, Leadership, Strategy, Speech Writing, Proposal Writing, Event Planning, Creative Direction, Market Research, Social Networking, Copy Editing, Publicity, Brand Development, AP Style, Event Management, Corporate Branding, WordPress, Spokesperson, Web Content, Proofreading, Content Development, Message Development, Reputation Management, Email Marketing, Communication Training, Content Strategy, Online Marketing, Website Development, Communications Planning, Strategic Media...
Education
Iowa State University 2002 — 2007
MS, Journalism and Mass Communication
University of Colorado Boulder 1978 — 1982
BS, News-Editorial Journalism
Kim Flander Kim Flander's Principal Global Investors Experience May 2000 - November 2009
Job Commercial Underwriter at Grinnell Mutual Reinsurance Company
Industry Insurance
Experience
Grinnell Mutual Reinsurance Company March 2013 - Present
Grinnell Mutual Reinsurance Company November 2009 - March 2013
Principal Global Investors May 2000 - November 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Public Speaking, Budgets, Negotiation, Commercial Real Estate, Commercial Lending, Construction Loans, Claims Handling, Auto Claims, Farm Claims
Education
Iowa State University 1998 — 2000
Bachelor of Science (B.S.), Agricultural Business
Kirkwood Community College 1996 — 1998
Transfer Program
Grinnell Mutual Reinsurance Company March 2013 - Present
Grinnell Mutual Reinsurance Company November 2009 - March 2013
Principal Global Investors May 2000 - November 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Public Speaking, Budgets, Negotiation, Commercial Real Estate, Commercial Lending, Construction Loans, Claims Handling, Auto Claims, Farm Claims
Education
Iowa State University 1998 — 2000
Bachelor of Science (B.S.), Agricultural Business
Kirkwood Community College 1996 — 1998
Transfer Program
Reghan Markert Reghan Markert's Principal Global Investors Experience February 2014 - Present
Job Investment Accountant at Principal Financial Group
Industry Accounting
Experience
Principal Global Investors February 2014 - Present
BH Management Services, LLC July 2013 - January 2014
The Fashion Show August 2012 - August 2013
DICE March 2012 - June 2013
Collegiate Panhellenic Council December 2011 - December 2012
Delta Zeta Sorority December 2010 - December 2011
Trend Magazine August 2010 - August 2011
Skills
Microsoft Excel, Great Plains Software, Microsoft Word, PowerPoint, Cash Handling Experience, Customer Service, Teamwork, Microsoft Office, Time Management
Education
Iowa State University - College of Business 2009 — 2013
Bachelor of Science (B.S.), Accounting, Management Information Systems
Principal Global Investors February 2014 - Present
BH Management Services, LLC July 2013 - January 2014
The Fashion Show August 2012 - August 2013
DICE March 2012 - June 2013
Collegiate Panhellenic Council December 2011 - December 2012
Delta Zeta Sorority December 2010 - December 2011
Trend Magazine August 2010 - August 2011
Skills
Microsoft Excel, Great Plains Software, Microsoft Word, PowerPoint, Cash Handling Experience, Customer Service, Teamwork, Microsoft Office, Time Management
Education
Iowa State University - College of Business 2009 — 2013
Bachelor of Science (B.S.), Accounting, Management Information Systems
Lauren Brendeland Lauren Brendeland's Principal Global Investors Experience May 2012 - May 2013
Job Asset Manager at Panattoni Development Company
Industry Commercial Real Estate
Experience
Panattoni Development Company September 2014 - Present
Panattoni Development Company June 2013 - Present
Principal Global Investors May 2012 - May 2013
Bank of the West 2009 - May 2012
Bank of the West 2010 - 2011
Skills
Banking, Credit, Loans, Customer Service, Microsoft Excel, Credit Analysis, Financial Analysis, Outlook, Microsoft Office, Access, Financial Services, Microsoft Word, PowerPoint, Finance, Risk Management, Retail Banking, Business Analysis, Commercial Banking, Cross Selling, Accounting, Financial Modeling
Education
Iowa State University 2010 — 2013
Bachelor of Science, Finance
Panattoni Development Company September 2014 - Present
Panattoni Development Company June 2013 - Present
Principal Global Investors May 2012 - May 2013
Bank of the West 2009 - May 2012
Bank of the West 2010 - 2011
Skills
Banking, Credit, Loans, Customer Service, Microsoft Excel, Credit Analysis, Financial Analysis, Outlook, Microsoft Office, Access, Financial Services, Microsoft Word, PowerPoint, Finance, Risk Management, Retail Banking, Business Analysis, Commercial Banking, Cross Selling, Accounting, Financial Modeling
Education
Iowa State University 2010 — 2013
Bachelor of Science, Finance
Kristy Oden Kristy Oden's Principal Global Investors Experience July 2007 - April 2011
Job Client Services at Morgan Drexen
Industry Information Technology and Services
Experience
Morgan Drexen March 2012 - Present
Principal Global Investors July 2007 - April 2011
Skills
I'm a people person, I...
Education
Platt College-Ontario 2003 — 2004
Associate's degree, Paralegal Studies, 3.75
Morgan Drexen March 2012 - Present
Principal Global Investors July 2007 - April 2011
Skills
I'm a people person, I...
Education
Platt College-Ontario 2003 — 2004
Associate's degree, Paralegal Studies, 3.75
Jaime Morgan, CIMA® Jaime Morgan, CIMA®'s Principal Global Investors Experience 2007 - Present
Job
Industry Investment Management
Experience
Principal Global Investors 2007 - Present
Free to Breathe 2010 - Present
Skills
Asset Management, Investments, Investment Advisory, Fundraising, Non-profit Program..., Non-profit Leadership, Mutual Funds, FINRA, Asset Allocation, Fixed Income, Equities, Alternative Investments, Series 7, Investment Strategies, Wealth Management, 401k, Securities, Series 63, Bonds
Education
University of Iowa - Henry B. Tippie College of Business 2005 — 2007
MBA, Emphasis in Finance & Marketing
Iowa State University 1994 — 1998
Bachelor of Science, Finance
Principal Global Investors 2007 - Present
Free to Breathe 2010 - Present
Skills
Asset Management, Investments, Investment Advisory, Fundraising, Non-profit Program..., Non-profit Leadership, Mutual Funds, FINRA, Asset Allocation, Fixed Income, Equities, Alternative Investments, Series 7, Investment Strategies, Wealth Management, 401k, Securities, Series 63, Bonds
Education
University of Iowa - Henry B. Tippie College of Business 2005 — 2007
MBA, Emphasis in Finance & Marketing
Iowa State University 1994 — 1998
Bachelor of Science, Finance
Kyle Larson, CFA Kyle Larson, CFA's Principal Global Investors Experience January 2008 - August 2008
Job Financial Analyst at BCC Advisers
Industry Investment Banking
Experience
BCC Advisers July 2014 - Present
Miles Capital February 2009 - July 2014
Principal Global Investors January 2008 - August 2008
Quad City Bank & Trust May 2006 - August 2006
Skills
Mergers & Acquisitions, Finance, Investments, Equities, Asset Allocation, Asset Management, Investment Management, Asset Managment, Capital Markets, Equity Valuation, Equity Research, Investment Strategies, Stock Picking
Education
Iowa State University - College of Business 2004 — 2008
B.S., Finance, Accounting
BCC Advisers July 2014 - Present
Miles Capital February 2009 - July 2014
Principal Global Investors January 2008 - August 2008
Quad City Bank & Trust May 2006 - August 2006
Skills
Mergers & Acquisitions, Finance, Investments, Equities, Asset Allocation, Asset Management, Investment Management, Asset Managment, Capital Markets, Equity Valuation, Equity Research, Investment Strategies, Stock Picking
Education
Iowa State University - College of Business 2004 — 2008
B.S., Finance, Accounting
Troy Gerst Troy Gerst's Principal Global Investors Experience September 1995 - Present
Job Business Coordinator at Principal Global Investors
Industry Investment Management
Experience
Principal Global Investors September 1995 - Present
Skills
Microsoft Excel, Project Management, Pensions, Call Centers, Workforce Management, Access, Avaya Site..., CMS, Performance Management, Lean Management, Customer Service, Strategic Planning, Customer Retention, Sales, Budgeting, Performance Appraisal, Conflict Management, Change Management
Education
Iowa State University 1987 — 1991
Art and Design with Minor Emphasis in Business Administration
Iowa State University
Bachelor of Art and Design
Principal Global Investors September 1995 - Present
Skills
Microsoft Excel, Project Management, Pensions, Call Centers, Workforce Management, Access, Avaya Site..., CMS, Performance Management, Lean Management, Customer Service, Strategic Planning, Customer Retention, Sales, Budgeting, Performance Appraisal, Conflict Management, Change Management
Education
Iowa State University 1987 — 1991
Art and Design with Minor Emphasis in Business Administration
Iowa State University
Bachelor of Art and Design
Ken Copley Ken Copley's Principal Global Investors Experience April 2001 - May 2009
Job Portfolio Manager / Analyst at Capital Executive LLC
Industry Investment Management
Experience
Capital Executive LLC May 2009 - Present
Principal Global Investors April 2001 - May 2009
Delaware Investments March 1999 - April 2001
Capital BIDCO, Inc. May 1991 - November 1998
Skills
Securities, Bonds, Equities, Portfolio Management, Investments, Structured Finance, Investment Banking, Finance, Due Diligence, Strategy, Asset Management, Fixed Income, Financial Markets, Business Strategy, Bloomberg, Valuation, Investment Management, Financial Modeling, Trading, Alternative Investments, Capital Markets, Financial Analysis, Mutual Funds, Hedge Funds, Equity Research, Asset Allocation, Derivatives, Management, Project Finance, Financial Risk, Investment Strategies, Analysis, Emerging Markets, Corporate Finance, Credit
Education
Michigan State University 1987 — 1991
Master of Business Administration, Finance, 3.80
Northern Michigan University 1984 — 1987
Bachelor of Science, Accounting, Summa Cum Laude 3.95
Northern Michigan University 1978 — 1981
Associate of Science, Social Science - Sociology, 3.94
Capital Executive LLC May 2009 - Present
Principal Global Investors April 2001 - May 2009
Delaware Investments March 1999 - April 2001
Capital BIDCO, Inc. May 1991 - November 1998
Skills
Securities, Bonds, Equities, Portfolio Management, Investments, Structured Finance, Investment Banking, Finance, Due Diligence, Strategy, Asset Management, Fixed Income, Financial Markets, Business Strategy, Bloomberg, Valuation, Investment Management, Financial Modeling, Trading, Alternative Investments, Capital Markets, Financial Analysis, Mutual Funds, Hedge Funds, Equity Research, Asset Allocation, Derivatives, Management, Project Finance, Financial Risk, Investment Strategies, Analysis, Emerging Markets, Corporate Finance, Credit
Education
Michigan State University 1987 — 1991
Master of Business Administration, Finance, 3.80
Northern Michigan University 1984 — 1987
Bachelor of Science, Accounting, Summa Cum Laude 3.95
Northern Michigan University 1978 — 1981
Associate of Science, Social Science - Sociology, 3.94
Jenna Rifner Jenna Rifner's Principal Global Investors Experience August 2014 - Present
Job Investment Operations Associate at Principal Global Investors
Industry Financial Services
Experience
Principal Global Investors August 2014 - Present
Northwest Bank May 2014 - August 2014
Principal Global Investors December 2012 - August 2013
Transamerica Financial Solutions February 2009 - July 2012
Skills
Insurance, Loans
Education
Iowa State University 2012 — 2014
Finance
University of Northern Iowa 2010 — 2012
Principal Global Investors August 2014 - Present
Northwest Bank May 2014 - August 2014
Principal Global Investors December 2012 - August 2013
Transamerica Financial Solutions February 2009 - July 2012
Skills
Insurance, Loans
Education
Iowa State University 2012 — 2014
Finance
University of Northern Iowa 2010 — 2012
Nick Krasky Nick Krasky's Principal Global Investors Experience December 2012 - August 2013
Job AERS Risk Analytics Consultant Deloitte
Industry Financial Services
Experience
Deloitte September 2014 - Present
Luther College Student Investment Group March 2012 - May 2014
Principal Global Investors December 2012 - August 2013
Coca Cola April 2012 - August 2012
Skills
Teamwork, Public Speaking, Team Leadership, Research, Microsoft Excel, Leadership, Customer Service, Microsoft Word, Bloomberg, Strategic Planning, Sales, Accounting, Equities, Team Building, Singing, Process Improvement, Budgets, Barclays Point, Economics, Relative Value, Analysis
Education
Luther College 2010 — 2014
Bachelor of Arts, Economics, Accounting
Luther College 2010 — 2014
Bachelor of Arts (BA), Economics
Deloitte September 2014 - Present
Luther College Student Investment Group March 2012 - May 2014
Principal Global Investors December 2012 - August 2013
Coca Cola April 2012 - August 2012
Skills
Teamwork, Public Speaking, Team Leadership, Research, Microsoft Excel, Leadership, Customer Service, Microsoft Word, Bloomberg, Strategic Planning, Sales, Accounting, Equities, Team Building, Singing, Process Improvement, Budgets, Barclays Point, Economics, Relative Value, Analysis
Education
Luther College 2010 — 2014
Bachelor of Arts, Economics, Accounting
Luther College 2010 — 2014
Bachelor of Arts (BA), Economics
Nick Hitsman, CPA Nick Hitsman, CPA's Principal Global Investors Experience November 2014 - Present
Job Financial Accountant III (Real Estate) at Principal Global Investors
Industry Financial Services
Experience
Principal Global Investors November 2014 - Present
Principal Global Investors February 2013 - November 2014
Principal Financial Group April 2011 - February 2013
Federated Insurance May 2007 - April 2011
Skills
Corporate Tax, Microsoft Excel, Hyperion Enterprise, CPA, PeopleSoft, US GAAP, Statutory Accounting, SOX Compliancy, Problem Solving, Hyperion HFM, SQL, Toastmasters, Financial Analysis, Process Improvement
Education
University of Iowa - Henry B. Tippie College of Business 2012 — 2015
Master of Business Administration (MBA)
Iowa State University - College of Business 2003 — 2007
Bachelor of Science (B.S.), Accounting and Finance
Principal Global Investors November 2014 - Present
Principal Global Investors February 2013 - November 2014
Principal Financial Group April 2011 - February 2013
Federated Insurance May 2007 - April 2011
Skills
Corporate Tax, Microsoft Excel, Hyperion Enterprise, CPA, PeopleSoft, US GAAP, Statutory Accounting, SOX Compliancy, Problem Solving, Hyperion HFM, SQL, Toastmasters, Financial Analysis, Process Improvement
Education
University of Iowa - Henry B. Tippie College of Business 2012 — 2015
Master of Business Administration (MBA)
Iowa State University - College of Business 2003 — 2007
Bachelor of Science (B.S.), Accounting and Finance
Austin Anderson Austin Anderson's Principal Global Investors Experience January 2013 - June 2013
Job Investment Banking Analyst at Robert W. Baird & Co.
Industry Investment Banking
Experience
Robert W. Baird & Co. July 2015 - Present
LaSalle Investment Management May 2014 - June 2015
Iowa State University August 2013 - May 2014
Principal Global Investors January 2013 - June 2013
AEGON Americas August 2012 - December 2012
UnitedHealth Group May 2012 - August 2012
Skills
Microsoft Office, Bloomberg Terminal, Barclays Point, Fixed Income Analysis, DCF Valuation, Investment Valuation, Microsoft Excel, Pitch Books, Financial Modeling, Spanish, Macroeconomics, Access, JMP, Argus Modeling, Commercial Real Estate..., Financial Analysis, Presentations, Sales, Valuation, Interpersonal Savvy, Economics, Fixed Income
Education
Iowa State University - College of Business 2010 — 2014
Bachelor's Degree, Finance
Centennial High School 2006 — 2010
High School Diploma, General Education
Robert W. Baird & Co. July 2015 - Present
LaSalle Investment Management May 2014 - June 2015
Iowa State University August 2013 - May 2014
Principal Global Investors January 2013 - June 2013
AEGON Americas August 2012 - December 2012
UnitedHealth Group May 2012 - August 2012
Skills
Microsoft Office, Bloomberg Terminal, Barclays Point, Fixed Income Analysis, DCF Valuation, Investment Valuation, Microsoft Excel, Pitch Books, Financial Modeling, Spanish, Macroeconomics, Access, JMP, Argus Modeling, Commercial Real Estate..., Financial Analysis, Presentations, Sales, Valuation, Interpersonal Savvy, Economics, Fixed Income
Education
Iowa State University - College of Business 2010 — 2014
Bachelor's Degree, Finance
Centennial High School 2006 — 2010
High School Diploma, General Education
Scott Carson, CFA Scott Carson, CFA's Principal Global Investors Experience March 2013 - Present
Job Director at Principal Global Investors
Industry Financial Services
Experience
Principal Global Investors March 2013 - Present
Principal Global Investors January 2009 - March 2013
Principal Global Investors June 2003 - December 2008
Skills
Financial Analysis, Financial Modeling, Credit Analysis, New Business Development, Product Marketing, Quantitative Research, Quantitative Modeling, Quantitative Analysis, Fund Formation
Education
Iowa State University 2000 — 2004
BS, Finance
Principal Global Investors March 2013 - Present
Principal Global Investors January 2009 - March 2013
Principal Global Investors June 2003 - December 2008
Skills
Financial Analysis, Financial Modeling, Credit Analysis, New Business Development, Product Marketing, Quantitative Research, Quantitative Modeling, Quantitative Analysis, Fund Formation
Education
Iowa State University 2000 — 2004
BS, Finance
Bala Uppaloori Bala Uppaloori's Principal Global Investors Experience December 2002 - August 2005
Job Sr. BI Architect at Microsoft
Industry Information Technology and Services
Experience
Microsoft May 2011 - Present
Expedia April 2010 - May 2011
Microsoft June 2008 - April 2010
Expedia September 2006 - February 2008
Capstone Technology June 2006 - September 2006
Weidmuller February 2006 - June 2006
Wells Fargo September 2005 - January 2006
Principal Global Investors December 2002 - August 2005
Kale Consultants Pty Ltd, Australia 2000 - 2000
Software Services integrated LTD 1997 - 1998
Skills
Data Warehousing, Business Intelligence, C#, AJAX, Microsoft SQL Server, SQL, ASP.NET, VB.NET, PHP, SSIS, SSRS, T-SQL, Database Design, ETL, .NET, XML, Data Modeling, Agile Methodologies, Visual Studio, Visual Basic, HTML, Software Development, Databases, Web Applications, Enterprise Software, SQL Azure, SQL Server Management..., Software Design, Performance Tuning, Analysis Services, WCF, SharePoint, Enterprise Architecture, SOA, Web Services, COSMOS, IIS, JavaScript, TFS, Scrum, OLAP, ASP, ASP.NET MVC, LINQ
Education
Osmania University 1993 — 1996
BSc, Electronics (Microprocessors)
St. Mary Junior College 1990 — 1992
St. Domnic's High School 1984 — 1990
Microsoft May 2011 - Present
Expedia April 2010 - May 2011
Microsoft June 2008 - April 2010
Expedia September 2006 - February 2008
Capstone Technology June 2006 - September 2006
Weidmuller February 2006 - June 2006
Wells Fargo September 2005 - January 2006
Principal Global Investors December 2002 - August 2005
Kale Consultants Pty Ltd, Australia 2000 - 2000
Software Services integrated LTD 1997 - 1998
Skills
Data Warehousing, Business Intelligence, C#, AJAX, Microsoft SQL Server, SQL, ASP.NET, VB.NET, PHP, SSIS, SSRS, T-SQL, Database Design, ETL, .NET, XML, Data Modeling, Agile Methodologies, Visual Studio, Visual Basic, HTML, Software Development, Databases, Web Applications, Enterprise Software, SQL Azure, SQL Server Management..., Software Design, Performance Tuning, Analysis Services, WCF, SharePoint, Enterprise Architecture, SOA, Web Services, COSMOS, IIS, JavaScript, TFS, Scrum, OLAP, ASP, ASP.NET MVC, LINQ
Education
Osmania University 1993 — 1996
BSc, Electronics (Microprocessors)
St. Mary Junior College 1990 — 1992
St. Domnic's High School 1984 — 1990
Travis Trampe Travis Trampe's Principal Global Investors Experience July 2001 - September 2006
Job Investment Management Consultant
Industry Financial Services
Experience
Investment Management Consultant June 2013 - Present
Deutsche Asset and Wealth Management April 2013 - May 2013
Scottrade/FocusShares January 2011 - September 2012
Invesco PowerShares April 2007 - December 2010
QSG October 2006 - April 2007
Principal Global Investors July 2001 - September 2006
Principal Financial Group December 1994 - July 2001
Skills
Portfolio Management, ETFs, Index Funds, Asset Management, Investment Management, Trading, Equities, Mutual Funds, Portfolio Optimization, Bloomberg, FactSet, Product Management, Product Development, Asset Managment, Equity Trading, Risk Management, Commodity, Options, Financial Markets, Separately Managed..., Financial Services, Investments, Alternative Investments, Asset Allocation, Investment Strategies, Fixed Income, Equity Research, Securities, Hedge Funds, Derivatives, Currency, Equity Derivatives, Finance
Education
Nebraska Wesleyan University 1990 — 1994
Bachelor of Science, Finance, Mathematics
Investment Management Consultant June 2013 - Present
Deutsche Asset and Wealth Management April 2013 - May 2013
Scottrade/FocusShares January 2011 - September 2012
Invesco PowerShares April 2007 - December 2010
QSG October 2006 - April 2007
Principal Global Investors July 2001 - September 2006
Principal Financial Group December 1994 - July 2001
Skills
Portfolio Management, ETFs, Index Funds, Asset Management, Investment Management, Trading, Equities, Mutual Funds, Portfolio Optimization, Bloomberg, FactSet, Product Management, Product Development, Asset Managment, Equity Trading, Risk Management, Commodity, Options, Financial Markets, Separately Managed..., Financial Services, Investments, Alternative Investments, Asset Allocation, Investment Strategies, Fixed Income, Equity Research, Securities, Hedge Funds, Derivatives, Currency, Equity Derivatives, Finance
Education
Nebraska Wesleyan University 1990 — 1994
Bachelor of Science, Finance, Mathematics
Carl Terzer Carl Terzer's Principal Global Investors Experience October 2006 - September 2008
Job Principal at CapVisor Associates, LLC
Industry Investment Management
Experience
CapVisor Associates, LLC September 2008 - Present
Principal Global Investors October 2006 - September 2008
Brown Brothers Harriman August 1999 - October 2006
CGI 1998 - 1999
Bankers Trust Company March 1996 - July 1998
US Trust 1987 - 1994
Skills
Equities, Business Development, Alternative Investments, Corporate Finance, Equity Research, Investment Management, Strategic Planning, Insurance, Securities, Asset Allocation, Bonds, Strategy, Fixed Income, Series 7, Due Diligence, Investments, Hedge Funds, Emerging Markets, Marketing, Investment Advisory, Financial Services, Leadership, Mutual Funds, Enterprise Risk..., Institutional..., Business Strategy, Investment Banking, Executive Management, Management, Bloomberg, Asset Management, Strategic Financial..., Capital Markets, Portfolio Management, Asset Managment, Risk Management, Sales, Investment Strategies, Wealth Management, Fund Of Funds, Private Equity, Financial Risk, Financial Markets, Financial Modeling, ETFs, Trading, Mergers & Acquisitions, Derivatives, Financial Analysis, Valuation
Education
Rutgers University-New Brunswick 1976 — 1980
BA, Economics, Business Administration
CapVisor Associates, LLC September 2008 - Present
Principal Global Investors October 2006 - September 2008
Brown Brothers Harriman August 1999 - October 2006
CGI 1998 - 1999
Bankers Trust Company March 1996 - July 1998
US Trust 1987 - 1994
Skills
Equities, Business Development, Alternative Investments, Corporate Finance, Equity Research, Investment Management, Strategic Planning, Insurance, Securities, Asset Allocation, Bonds, Strategy, Fixed Income, Series 7, Due Diligence, Investments, Hedge Funds, Emerging Markets, Marketing, Investment Advisory, Financial Services, Leadership, Mutual Funds, Enterprise Risk..., Institutional..., Business Strategy, Investment Banking, Executive Management, Management, Bloomberg, Asset Management, Strategic Financial..., Capital Markets, Portfolio Management, Asset Managment, Risk Management, Sales, Investment Strategies, Wealth Management, Fund Of Funds, Private Equity, Financial Risk, Financial Markets, Financial Modeling, ETFs, Trading, Mergers & Acquisitions, Derivatives, Financial Analysis, Valuation
Education
Rutgers University-New Brunswick 1976 — 1980
BA, Economics, Business Administration
Dennis Tinker Dennis Tinker's Principal Global Investors Experience March 2014 - Present
Job Assistant Managing Director Asset Management at Principal Global Investors
Industry
Experience
Principal Global Investors March 2014 - Present
Principal Global Investors March 2007 - Present
The Principal Financial Group 2007 - Present
Mid-America Group November 1991 - March 2007
Skills
Real Estate, Asset Management, Valuation, Investments, Financial Analysis, Financial Modeling, Due Diligence, Asset Managment, Real Estate Economics
Education
University of Iowa - Henry B. Tippie College of Business 2002 — 2004
EMBA
Iowa State University 1984 — 1988
BBA, Accounting
Principal Global Investors March 2014 - Present
Principal Global Investors March 2007 - Present
The Principal Financial Group 2007 - Present
Mid-America Group November 1991 - March 2007
Skills
Real Estate, Asset Management, Valuation, Investments, Financial Analysis, Financial Modeling, Due Diligence, Asset Managment, Real Estate Economics
Education
University of Iowa - Henry B. Tippie College of Business 2002 — 2004
EMBA
Iowa State University 1984 — 1988
BBA, Accounting
Annette Graeve Annette Graeve's Principal Global Investors Experience January 2007 - October 2008
Job Finance Officer at City of Ankeny
Industry Financial Services
Experience
City of Ankeny January 2014 - Present
City of Ankeny, Iowa October 2008 - January 2014
Principal Global Investors January 2007 - October 2008
Aviva Investors February 2004 - December 2006
City of Des Moines July 1992 - February 2004
Skills
Financial Analysis, Financial Reporting, Cash Management, Investments, Accounting, Securities, Financial Accounting, Fund Accounting, Accounts Payable, Auditing, Process Improvement, Public Speaking, Strategic Planning, Finance, Budgets, Payroll, Treasury
Education
Northwest Missouri State University 1986 — 1990
Bachelor of Science (B.S.), Accounting
City of Ankeny January 2014 - Present
City of Ankeny, Iowa October 2008 - January 2014
Principal Global Investors January 2007 - October 2008
Aviva Investors February 2004 - December 2006
City of Des Moines July 1992 - February 2004
Skills
Financial Analysis, Financial Reporting, Cash Management, Investments, Accounting, Securities, Financial Accounting, Fund Accounting, Accounts Payable, Auditing, Process Improvement, Public Speaking, Strategic Planning, Finance, Budgets, Payroll, Treasury
Education
Northwest Missouri State University 1986 — 1990
Bachelor of Science (B.S.), Accounting
Rich Coulson Rich Coulson's Principal Global Investors Experience January 1986 - Present
Job Director of IT at Principal Global Investors
Industry Financial Services
Experience
Principal Global Investors January 1986 - Present
Principal Financial Group January 1986 - Present
Education
Iowa State University 1979 — 1985
BS, Industrial Education and Technology
Iowa State University - College of Business 1979 — 1985
BBA, MIS
Principal Global Investors January 1986 - Present
Principal Financial Group January 1986 - Present
Education
Iowa State University 1979 — 1985
BS, Industrial Education and Technology
Iowa State University - College of Business 1979 — 1985
BBA, MIS
Chris Freese's Principal Global Investors Experience 2004 - 2008
Job Member Board of Education at BondurantFarrar Community School District
Industry Financial Services
Experience
Principal Financial Group January 2015 - Present
Bondurant-Farrar Community School District September 2011 - Present
Principal Financial Group September 2008 - December 2014
Principal Global Investors 2004 - 2008
Principal Global Investors 2001 - 2004
Principal Financial Group 1998 - 2001
Principal Financial Group 1993 - 1998
Education
Purdue University 1989 — 1993
BS, Mathematics & Statistics
Principal Financial Group January 2015 - Present
Bondurant-Farrar Community School District September 2011 - Present
Principal Financial Group September 2008 - December 2014
Principal Global Investors 2004 - 2008
Principal Global Investors 2001 - 2004
Principal Financial Group 1998 - 2001
Principal Financial Group 1993 - 1998
Education
Purdue University 1989 — 1993
BS, Mathematics & Statistics
Carl Terzer Carl Terzer's Principal Global Investors Experience October 2006 - September 2008
Job Principal at CapVisor Associates, LLC
Industry Investment Management
Experience
CapVisor Associates, LLC October 2008 - Present
International Center for Captive Education (ICCIE) March 2010 - Present
Principal Global Investors October 2006 - September 2008
Brown Brothers Harriman & Co. August 1999 - October 2006
Bankers Trust Company September 1996 - September 1998
J.P. Morgan/Chase January 1995 - September 1996
US Trust September 1988 - December 1995
Bankers Trust Company February 1985 - September 1988
Skills
Asset Management, Asset Allocation, Investments, Fixed Income, Alternative Investments, Bonds, Equities, Captives, Property & Casualty..., Risk Management, Insurance, Capital Markets, Strategic Financial..., Financial Advisory, Mutual Funds, Portfolio Management, Financial Modeling, ETFs, Asset Managment, Financial Markets, Investment Advisory, Financial Risk, Financial Services, Financial Analysis, Private Equity, Securities, Hedge Funds, Institutional..., Investment Strategies, Investment Management, Emerging Markets, Wealth Management, Series 63, Retirement Planning, Series 7, Investment Banking, Enterprise Risk..., Pensions, Bloomberg, ALM, Hedging, Wealth Management..., Derivatives, Due Diligence
Education
Rutgers, The State University of New Jersey-New Brunswick 1976 — 1980
BA, Economics & Business Administration
CapVisor Associates, LLC October 2008 - Present
International Center for Captive Education (ICCIE) March 2010 - Present
Principal Global Investors October 2006 - September 2008
Brown Brothers Harriman & Co. August 1999 - October 2006
Bankers Trust Company September 1996 - September 1998
J.P. Morgan/Chase January 1995 - September 1996
US Trust September 1988 - December 1995
Bankers Trust Company February 1985 - September 1988
Skills
Asset Management, Asset Allocation, Investments, Fixed Income, Alternative Investments, Bonds, Equities, Captives, Property & Casualty..., Risk Management, Insurance, Capital Markets, Strategic Financial..., Financial Advisory, Mutual Funds, Portfolio Management, Financial Modeling, ETFs, Asset Managment, Financial Markets, Investment Advisory, Financial Risk, Financial Services, Financial Analysis, Private Equity, Securities, Hedge Funds, Institutional..., Investment Strategies, Investment Management, Emerging Markets, Wealth Management, Series 63, Retirement Planning, Series 7, Investment Banking, Enterprise Risk..., Pensions, Bloomberg, ALM, Hedging, Wealth Management..., Derivatives, Due Diligence
Education
Rutgers, The State University of New Jersey-New Brunswick 1976 — 1980
BA, Economics & Business Administration
Michael Tcheau's Principal Global Investors Experience June 2013 - February 2014
Job Investment Analyst at Build Inc.
Industry Investment Management
Experience
Build Inc. February 2015 - Present
Grosvenor February 2014 - February 2015
Principal Global Investors June 2013 - February 2014
Stanford University October 2011 - December 2013
Skills
Public Speaking, Commercial Real Estate, Real Estate Economics, Economic Research, Financial Analysis, Argus Modeling, Fixed Asset Management, Financial Accounting, Fixed Income Analysis, US Equities, Microsoft Excel, Equity Trading, PowerPoint, Research, Data Analysis
Education
Liberty University 2011 — 2013
Bachelor of Science (B.S.), Business Finance/Economics
Alma Heights Academy
College Preperatory Diploma
Build Inc. February 2015 - Present
Grosvenor February 2014 - February 2015
Principal Global Investors June 2013 - February 2014
Stanford University October 2011 - December 2013
Skills
Public Speaking, Commercial Real Estate, Real Estate Economics, Economic Research, Financial Analysis, Argus Modeling, Fixed Asset Management, Financial Accounting, Fixed Income Analysis, US Equities, Microsoft Excel, Equity Trading, PowerPoint, Research, Data Analysis
Education
Liberty University 2011 — 2013
Bachelor of Science (B.S.), Business Finance/Economics
Alma Heights Academy
College Preperatory Diploma
Brett Goldtrap Brett Goldtrap's Principal Global Investors Experience January 2012 - August 2012
Job Underwriter at Berkshire Hathaway Homestate Companies
Industry Insurance
Experience
Berkshire Hathaway Homestate Companies January 2014 - Present
Iowa State University March 2013 - January 2014
Principal Global Investors January 2012 - August 2012
Skills
Argus Modeling, Financial Modeling, Commercial Real Estate
Education
Iowa State University - College of Business 2009 — 2013
BS, Finance
Berkshire Hathaway Homestate Companies January 2014 - Present
Iowa State University March 2013 - January 2014
Principal Global Investors January 2012 - August 2012
Skills
Argus Modeling, Financial Modeling, Commercial Real Estate
Education
Iowa State University - College of Business 2009 — 2013
BS, Finance
Alex C. Nuss Alex C. Nuss's Principal Global Investors Experience July 1994 - June 2001
Job Experienced Development & Construction Executive
Industry Construction
Experience
Construction Solutions Services Inc. February 2005 - Present
General Growth Properties June 2003 - February 2005
Russell Construction June 2001 - June 2003
Principal Global Investors July 1994 - June 2001
General Growth Properties March 1984 - June 1994
Henry J. Kaiser Company 1982 - 1984
Froeschle Sons, Inc. 1978 - 1982
Skills
Real Estate Development, Construction, Contract Negotiation, Construction Management, Renovation, Budgeting, Land Development, Budgets, Project Management, Project Bidding, Contract Management, Shopping Centers, Value Engineering, Pre-construction, Strategic Planning, Engineering, Contractors, Project Estimation, LEED, Constructability, Process Scheduler, Change Orders, CPM Scheduling, Submittals, Management, Real Estate, Project Planning, Negotiation
Education
University of Iowa - Henry B. Tippie College of Business 2000 — 2003
MBA, Masters Business Administration
North Dakota State University 1972 — 1977
BSCE, Civil Engineering
Construction Solutions Services Inc. February 2005 - Present
General Growth Properties June 2003 - February 2005
Russell Construction June 2001 - June 2003
Principal Global Investors July 1994 - June 2001
General Growth Properties March 1984 - June 1994
Henry J. Kaiser Company 1982 - 1984
Froeschle Sons, Inc. 1978 - 1982
Skills
Real Estate Development, Construction, Contract Negotiation, Construction Management, Renovation, Budgeting, Land Development, Budgets, Project Management, Project Bidding, Contract Management, Shopping Centers, Value Engineering, Pre-construction, Strategic Planning, Engineering, Contractors, Project Estimation, LEED, Constructability, Process Scheduler, Change Orders, CPM Scheduling, Submittals, Management, Real Estate, Project Planning, Negotiation
Education
University of Iowa - Henry B. Tippie College of Business 2000 — 2003
MBA, Masters Business Administration
North Dakota State University 1972 — 1977
BSCE, Civil Engineering
Doug Earney, CFA Doug Earney, CFA's Principal Global Investors Experience March 2000 - October 2009
Job Senior Portfolio Manager at Miles Capital
Industry Investment Management
Experience
Miles Capital, Inc. October 2009 - Present
Principal Global Investors March 2000 - October 2009
BP Amoco January 1997 - December 1999
Amoco Corporation January 1990 - January 1997
Skills
Fixed Income, Portfolio Management, Asset Allocation, Asset Managment, Investments, Equities, Bloomberg, Alternative Investments, Bonds, Mutual Funds, Securities, ABS, Trading, Hedge Funds, Investment Strategies, Stock Picking, Valuation, Derivatives, Credit Analysis, Financial Modeling, Investment Management, Asset Management
Education
The University of Chicago Booth School of Business 1994 — 1997
MBA, Masters in Business Administration
Iowa State University 1985 — 1989
BS, Mechancial Engineering
Miles Capital, Inc. October 2009 - Present
Principal Global Investors March 2000 - October 2009
BP Amoco January 1997 - December 1999
Amoco Corporation January 1990 - January 1997
Skills
Fixed Income, Portfolio Management, Asset Allocation, Asset Managment, Investments, Equities, Bloomberg, Alternative Investments, Bonds, Mutual Funds, Securities, ABS, Trading, Hedge Funds, Investment Strategies, Stock Picking, Valuation, Derivatives, Credit Analysis, Financial Modeling, Investment Management, Asset Management
Education
The University of Chicago Booth School of Business 1994 — 1997
MBA, Masters in Business Administration
Iowa State University 1985 — 1989
BS, Mechancial Engineering
Troy Koerselman Troy Koerselman's Principal Global Investors Experience 1998 - Present
Job Assistant Managing Director Asset Management & Development at Principal Real Estate Investors
Industry Real Estate
Experience
Principal Global Investors 1998 - Present
US Bank May 1995 - February 1998
Skills
Real Estate Economics, Asset Managment, Valuation, Investments, Commercial Real Estate, Due Diligence, Real Estate
Education
Iowa State University - College of Business
BBA
University of Iowa - Henry B. Tippie College of Business
MBA
Principal Global Investors 1998 - Present
US Bank May 1995 - February 1998
Skills
Real Estate Economics, Asset Managment, Valuation, Investments, Commercial Real Estate, Due Diligence, Real Estate
Education
Iowa State University - College of Business
BBA
University of Iowa - Henry B. Tippie College of Business
MBA
Laurel Pronk Laurel Pronk's Principal Global Investors Experience 2006 - Present
Job Fixed Income Trading Assistant at Principal Global Investors
Industry Financial Services
Experience
Principal Financial Group September 2006 - Present
Principal Global Investors 2006 - Present
Premier Designs 2010 - 2011
Premier Designs 2010 - 2011
Bank of the West 2004 - 2006
Skills
Bonds
Education
Iowa State University - College of Business 2000 — 2004
B.S., Finance
Principal Financial Group September 2006 - Present
Principal Global Investors 2006 - Present
Premier Designs 2010 - 2011
Premier Designs 2010 - 2011
Bank of the West 2004 - 2006
Skills
Bonds
Education
Iowa State University - College of Business 2000 — 2004
B.S., Finance
Austin Dillinger Austin Dillinger's Principal Global Investors Experience May 2015 - Present
Job Infrastructure Information Technology Intern at Principal Global Investors
Industry Information Technology and Services
Experience
Principal Global Investors May 2015 - Present
Hy-Vee February 2014 - August 2014
Montross Pharmacy August 2011 - August 2014
Skills
Microsoft Office, Customer Service, Leadership, Microsoft Excel, Management, Event Planning, Time Management, Public Speaking, Access, Java, Teamwork, Team Leadership, Social Media, HTML
Education
Iowa State University - College of Business 2011 — 2016
Bachelor’s Degree, Management Information Systems, General, 3.08
Principal Global Investors May 2015 - Present
Hy-Vee February 2014 - August 2014
Montross Pharmacy August 2011 - August 2014
Skills
Microsoft Office, Customer Service, Leadership, Microsoft Excel, Management, Event Planning, Time Management, Public Speaking, Access, Java, Teamwork, Team Leadership, Social Media, HTML
Education
Iowa State University - College of Business 2011 — 2016
Bachelor’s Degree, Management Information Systems, General, 3.08
Don Polintan Don Polintan's Principal Global Investors Experience 2003 - 2010
Job IT System Associate Lead at Edge Asset Management, Inc.
Industry Financial Services
Experience
Edge Asset Management May 2003 - Present
Principal Global Investors 2003 - 2010
Washington Mutual Bank 2002 - 2006
Washington Mutual 2002 - 2006
Skills
Asset Managment
Education
North Seattle Community College 1993 — 1994
Edge Asset Management May 2003 - Present
Principal Global Investors 2003 - 2010
Washington Mutual Bank 2002 - 2006
Washington Mutual 2002 - 2006
Skills
Asset Managment
Education
North Seattle Community College 1993 — 1994
Alan Cushing Alan Cushing's Principal Global Investors Experience October 2012 - Present
Job Investment Operations Analyst at Principal Global Investors
Industry Investment Management
Experience
Principal Global Investors October 2012 - Present
Principal Global Investors November 2011 - October 2012
Iowa State University August 2011 - December 2011
Skills
Bloomberg Terminal, Microsoft Office, Fund Accounting, Customer Service, Investments, Fixed Income, Equity Valuation, Banking Operations, Inventory Management, Microsoft Excel
Education
Iowa State University - College of Business 2008 — 2012
Double Major, Finance and Management
Passed Level I of the CFA Program
Principal Global Investors October 2012 - Present
Principal Global Investors November 2011 - October 2012
Iowa State University August 2011 - December 2011
Skills
Bloomberg Terminal, Microsoft Office, Fund Accounting, Customer Service, Investments, Fixed Income, Equity Valuation, Banking Operations, Inventory Management, Microsoft Excel
Education
Iowa State University - College of Business 2008 — 2012
Double Major, Finance and Management
Passed Level I of the CFA Program
Landon Lacy Landon Lacy's Principal Global Investors Experience November 2011 - August 2012
Job Commercial Credit Analyst at Northwest Bank
Industry Investment Management
Experience
Northwest Bank August 2013 - Present
Farm Bureau Financial Services May 2013 - August 2013
Principal Global Investors November 2011 - August 2012
Skills
Financial Analysis, Trend Analysis, Business Analysis, Investments, Commercial Banking, Commercial Real Estate, WebEquity, Moody's Analytics, Microsoft Excel
Education
Iowa State University 2009 — 2013
Finance
Northwest Bank August 2013 - Present
Farm Bureau Financial Services May 2013 - August 2013
Principal Global Investors November 2011 - August 2012
Skills
Financial Analysis, Trend Analysis, Business Analysis, Investments, Commercial Banking, Commercial Real Estate, WebEquity, Moody's Analytics, Microsoft Excel
Education
Iowa State University 2009 — 2013
Finance
Judy Jacavino Judy Jacavino's Principal Global Investors Experience April 2012 - Present
Job Sr. Investment Operations Analyst at Principal Global Investors
Industry Staffing and Recruiting
Experience
Principal Global Investors April 2012 - Present
Manpower Office Professionals October 2003 - June 2012
Principal Global Investors June 1989 - March 2004
Skills
General Ledger, Equities, Finance, Securities, Business Analysis, Process Improvement, Accounting, Fund Accounting, Analysis, Fixed Income
Education
Minnesota State University, Mankato 1984 — 1989
Bachelor of Science, Accounting and Finance (double major)
Dowling Catholic High School 1980 — 1984
Principal Global Investors April 2012 - Present
Manpower Office Professionals October 2003 - June 2012
Principal Global Investors June 1989 - March 2004
Skills
General Ledger, Equities, Finance, Securities, Business Analysis, Process Improvement, Accounting, Fund Accounting, Analysis, Fixed Income
Education
Minnesota State University, Mankato 1984 — 1989
Bachelor of Science, Accounting and Finance (double major)
Dowling Catholic High School 1980 — 1984
Kayla Brown Kayla Brown's Principal Global Investors Experience January 2014 - Present
Job Student at Iowa State University
Industry Accounting
Experience
Principal Global Investors January 2014 - Present
Little Star Daycare January 2011 - August 2011
Brown's Pump Service and Excavating August 2010 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, English, Accounts Receivable, Payroll, Accounts Payable, Time Management, Invoicing, Peachtree, Access, Outlook, Inventory Management, QuickBooks, Facebook, Nonprofits, HTML, Account Reconciliation, Sales, Critical Thinking, Bookkeeping, Fundraising, Financial Accounting, Financial Reporting
Education
Iowa State University 2012 — 2014
Bachelor of Science (BS), Accounting
Northeast Iowa Community College-Calmar 2010 — 2012
Associate's degree
Principal Global Investors January 2014 - Present
Little Star Daycare January 2011 - August 2011
Brown's Pump Service and Excavating August 2010 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, English, Accounts Receivable, Payroll, Accounts Payable, Time Management, Invoicing, Peachtree, Access, Outlook, Inventory Management, QuickBooks, Facebook, Nonprofits, HTML, Account Reconciliation, Sales, Critical Thinking, Bookkeeping, Fundraising, Financial Accounting, Financial Reporting
Education
Iowa State University 2012 — 2014
Bachelor of Science (BS), Accounting
Northeast Iowa Community College-Calmar 2010 — 2012
Associate's degree
Mitchell Arnold Mitchell Arnold's Principal Global Investors Experience May 2015 - Present
Job Commercial Mortgage Underwriting Intern at Principal Global Investors
Industry Financial Services
Experience
Principal Global Investors May 2015 - Present
Kingland Systems Corporation January 2014 - May 2015
Monsanto Company July 2010 - August 2014
Skills
Microsoft Office, Management, Research, Leadership, Communication, Business Analysis, Coaching, Employee Training, Interpersonal..., Tenacious Work Ethic, Social Media
Education
Iowa State University - College of Business 2013 — 2017
Accounting and Finance, Sophomore
Independence High School 2009 — 2013
Principal Global Investors May 2015 - Present
Kingland Systems Corporation January 2014 - May 2015
Monsanto Company July 2010 - August 2014
Skills
Microsoft Office, Management, Research, Leadership, Communication, Business Analysis, Coaching, Employee Training, Interpersonal..., Tenacious Work Ethic, Social Media
Education
Iowa State University - College of Business 2013 — 2017
Accounting and Finance, Sophomore
Independence High School 2009 — 2013
Lauren Rosser's Principal Global Investors Experience May 2015 - Present
Job Commercial Real Estate Intern
Industry Financial Services
Experience
Principal Global Investors May 2015 - Present
Kingland Systems January 2014 - November 2014
Saltech Systems April 2014 - September 2014
Skills
Teamwork, Social Media, Leadership, Data Entry, QuickBooks, SEO, Financial Accounting, Management Accounting, Microsoft Excel, Corporate Finance
Education
Iowa State University 2013 — 2016
Finance
University of Iowa 2012 — 2013
Principal Global Investors May 2015 - Present
Kingland Systems January 2014 - November 2014
Saltech Systems April 2014 - September 2014
Skills
Teamwork, Social Media, Leadership, Data Entry, QuickBooks, SEO, Financial Accounting, Management Accounting, Microsoft Excel, Corporate Finance
Education
Iowa State University 2013 — 2016
Finance
University of Iowa 2012 — 2013
Waltz Ryan Waltz Ryan's Principal Global Investors Experience January 2010 - Present
Job Risk Manager at Arthur J Gallagher c/o Principal Real Estate Investors
Industry Insurance
Experience
Arthur J Gallagher- c/o Principal Global Investors January 2010 - Present
Principal Global Investors January 2010 - Present
Nationwide Insurance January 2009 - February 2010
Skills
Corporate Risk, Corporate insurance, Problem Analysis, Problem Management, Commercial Insurance, Property & Casualty..., Business Analytics, Real Estate Development, Commercial Real Estate..., Underwriting, Insurance, Risk Management, Investments, Due Diligence, Financial Modeling, Financial Analysis, Financial Risk, Portfolio Management, Valuation
Education
Nebraska Wesleyan University 2004 — 2008
Bachelor of Science (BS), Finance and Spanish
Johnston High School
Johnston High School
Arthur J Gallagher- c/o Principal Global Investors January 2010 - Present
Principal Global Investors January 2010 - Present
Nationwide Insurance January 2009 - February 2010
Skills
Corporate Risk, Corporate insurance, Problem Analysis, Problem Management, Commercial Insurance, Property & Casualty..., Business Analytics, Real Estate Development, Commercial Real Estate..., Underwriting, Insurance, Risk Management, Investments, Due Diligence, Financial Modeling, Financial Analysis, Financial Risk, Portfolio Management, Valuation
Education
Nebraska Wesleyan University 2004 — 2008
Bachelor of Science (BS), Finance and Spanish
Johnston High School
Johnston High School
Daniel McDermott Daniel McDermott's Principal Global Investors Experience June 2012 - September 2012
Job Inside Sales Executive, Retirement Division, American Trust & Savings Bank
Industry Financial Services
Experience
American Trust Retirement July 2014 - Present
American Trust Retirement April 2013 - July 2014
American Trust Retirement September 2012 - April 2013
Principal Global Investors June 2012 - September 2012
Loras College April 2011 - May 2012
Loras College August 2009 - May 2012
Sherwin Williams May 2011 - August 2011
Loras College April 2010 - May 2011
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Customer Service, Social Media, Research, Public Speaking, Microsoft Word, Access, Event Planning, Management, New Business Development, Sales, Social Networking, Marketing, Outlook
Education
Loras College 2013 — 2015
Master of Business Administration (MBA), Business Analytics
Loras College 2008 — 2012
Finance and Management
American Trust Retirement July 2014 - Present
American Trust Retirement April 2013 - July 2014
American Trust Retirement September 2012 - April 2013
Principal Global Investors June 2012 - September 2012
Loras College April 2011 - May 2012
Loras College August 2009 - May 2012
Sherwin Williams May 2011 - August 2011
Loras College April 2010 - May 2011
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Customer Service, Social Media, Research, Public Speaking, Microsoft Word, Access, Event Planning, Management, New Business Development, Sales, Social Networking, Marketing, Outlook
Education
Loras College 2013 — 2015
Master of Business Administration (MBA), Business Analytics
Loras College 2008 — 2012
Finance and Management
Cinda Whitten, CIPM Cinda Whitten, CIPM's Principal Global Investors Experience November 2009 - Present
Job
Industry Investment Management
Experience
Principal Global Investors November 2009 - Present
Skills
Investments, GIPS, Asset Management, Analytics, Account Reconciliation, Investment Management, Settlement, Performance Measurement, Back Office, Corporate Actions, Derivatives, Accounting, Fixed Income, Portfolio Management, Asset Managment, Equities, Bloomberg, Alternative Investments, Securities
Education
Northwest Missouri State University 2000 — 2001
MBA, Management
Northwest Missouri State University 1998 — 2000
BA, Finance
University of Colorado Denver 1995 — 1997
BA, Finance
Principal Global Investors November 2009 - Present
Skills
Investments, GIPS, Asset Management, Analytics, Account Reconciliation, Investment Management, Settlement, Performance Measurement, Back Office, Corporate Actions, Derivatives, Accounting, Fixed Income, Portfolio Management, Asset Managment, Equities, Bloomberg, Alternative Investments, Securities
Education
Northwest Missouri State University 2000 — 2001
MBA, Management
Northwest Missouri State University 1998 — 2000
BA, Finance
University of Colorado Denver 1995 — 1997
BA, Finance
Michael Tosney Michael Tosney's Principal Global Investors Experience May 2011 - December 2011
Job Business Development Manager, IT Leadership Council at CEB
Industry Management Consulting
Experience
CEB July 2014 - Present
The Advisory Board Company January 2014 - July 2014
The Advisory Board Company June 2012 - January 2014
Principal Global Investors May 2011 - December 2011
Skills
Marketing, Market Research, Microsoft Office, Salesforce.com, Leadership, Sales, Business Intelligence, Data Analysis, Account Management, Strategic Planning, Customer Service, Social Networking, Public Speaking
Education
Iowa State University 2008 — 2012
Marketing and International Business
American College Dublin 2010 — 2010
International Business, Marketing and International Business
CEB July 2014 - Present
The Advisory Board Company January 2014 - July 2014
The Advisory Board Company June 2012 - January 2014
Principal Global Investors May 2011 - December 2011
Skills
Marketing, Market Research, Microsoft Office, Salesforce.com, Leadership, Sales, Business Intelligence, Data Analysis, Account Management, Strategic Planning, Customer Service, Social Networking, Public Speaking
Education
Iowa State University 2008 — 2012
Marketing and International Business
American College Dublin 2010 — 2010
International Business, Marketing and International Business
John Minor, CFA John Minor, CFA's Principal Global Investors Experience June 2014 - Present
Job Real Estate Securities Analyst at Principal Global Investors
Industry Financial Services
Experience
Principal Global Investors June 2014 - Present
FactSet September 2013 - May 2014
FactSet Research Systems October 2012 - August 2013
FactSet Research Systems February 2011 - September 2012
Worthington Industries May 2008 - August 2009
Skills
Financial Modeling, Financial Analysis, FactSet
Education
Miami University 2006 — 2010
BS, Finance, General
Upper Arlington High School 2002 — 2006
Principal Global Investors June 2014 - Present
FactSet September 2013 - May 2014
FactSet Research Systems October 2012 - August 2013
FactSet Research Systems February 2011 - September 2012
Worthington Industries May 2008 - August 2009
Skills
Financial Modeling, Financial Analysis, FactSet
Education
Miami University 2006 — 2010
BS, Finance, General
Upper Arlington High School 2002 — 2006
Emma Remy Emma Remy's Principal Global Investors Experience September 2014 - Present
Job Finance/Accounting
Industry Real Estate
Experience
Principal Global Investors September 2014 - Present
Rockwell Collins January 2014 - October 2014
Rockwell Collins June 2013 - August 2013
Ernst, Swedean, & Associates November 2012 - May 2013
Des Moines Golf and Country Club June 2011 - August 2012
West Des Moines Community Schools August 2009 - August 2010
Scheels November 2008 - July 2009
Skills
Microsoft Word, Microsoft Excel, Microsoft Office, Team Leadership, Time Management, Task-oriented, Pay Close Attention to..., PowerPoint, Event Planning, Leadership, Teamwork, Research
Education
Morningside College 2010 — 2013
Bachelor of Science (BS), Business Administration, Accounting and Finance; minor in Political Science
Principal Global Investors September 2014 - Present
Rockwell Collins January 2014 - October 2014
Rockwell Collins June 2013 - August 2013
Ernst, Swedean, & Associates November 2012 - May 2013
Des Moines Golf and Country Club June 2011 - August 2012
West Des Moines Community Schools August 2009 - August 2010
Scheels November 2008 - July 2009
Skills
Microsoft Word, Microsoft Excel, Microsoft Office, Team Leadership, Time Management, Task-oriented, Pay Close Attention to..., PowerPoint, Event Planning, Leadership, Teamwork, Research
Education
Morningside College 2010 — 2013
Bachelor of Science (BS), Business Administration, Accounting and Finance; minor in Political Science
Nick Donohoe's Principal Global Investors Experience December 2013 - August 2014
Job Sales & Trading Intern at Cantor Fitzgerald
Industry Financial Services
Experience
Cantor Fitzgerald June 2015 - August 2015
Principal Global Investors December 2013 - August 2014
Iowa Barnstormers March 2013 - August 2013
Skills
Investments
Education
Iowa State University 2011 — 2015
Bachelor of Science (BS), Finance, General
Iowa City High School 2007 — 2011
Cantor Fitzgerald June 2015 - August 2015
Principal Global Investors December 2013 - August 2014
Iowa Barnstormers March 2013 - August 2013
Skills
Investments
Education
Iowa State University 2011 — 2015
Bachelor of Science (BS), Finance, General
Iowa City High School 2007 — 2011
Wirta Tim Wirta Tim's Principal Global Investors Experience August 1991 - March 2005
Job Managing Director at Terrus Real Estate Group
Industry Real Estate
Experience
Terrus Real Estate Group April 2005 - Present
Principal Global Investors August 1991 - March 2005
Skills
Asset Managment, Investments, Real Estate, Valuation, Leases, Property Management, Portfolio Management, Investment Properties, Commercial Real Estate, Disposition, Real Estate Economics, Financial Modeling, Asset Management, Investors, Dispositions, Corporate Real Estate, Private Equity, Management, Contract Negotiation
Education
Iowa State University 1985 — 1989
Bachelor of Business Administration (BBA), Finance, General
Terrus Real Estate Group April 2005 - Present
Principal Global Investors August 1991 - March 2005
Skills
Asset Managment, Investments, Real Estate, Valuation, Leases, Property Management, Portfolio Management, Investment Properties, Commercial Real Estate, Disposition, Real Estate Economics, Financial Modeling, Asset Management, Investors, Dispositions, Corporate Real Estate, Private Equity, Management, Contract Negotiation
Education
Iowa State University 1985 — 1989
Bachelor of Business Administration (BBA), Finance, General
Dawn Walton Dawn Walton's Principal Global Investors Experience October 1997 - Present
Job Investment Accounting Analyst at Principal Global Investors
Industry Investment Management
Experience
Principal Global Investors October 1997 - Present
Vroman, McGowan, Hurst, Clark and Smith, PC September 1996 - October 1997
Skills
Financial Analysis, Real Estate, Financial Reporting, Accounting, Compliance, Excel, Process Improvement, Analysis, Word, Microsoft Office, Access, PowerPoint, Problem Solving, Documentation, Data Analysis, Research, Financial Accounting, Investments, Microsoft Excel
Education
Iowa State University - College of Business 2007 — 2007
MBA
Upper Iowa University 1991 — 1993
BS, Accounting
Wartburg College 1985 — 1988
Accounting
Principal Global Investors October 1997 - Present
Vroman, McGowan, Hurst, Clark and Smith, PC September 1996 - October 1997
Skills
Financial Analysis, Real Estate, Financial Reporting, Accounting, Compliance, Excel, Process Improvement, Analysis, Word, Microsoft Office, Access, PowerPoint, Problem Solving, Documentation, Data Analysis, Research, Financial Accounting, Investments, Microsoft Excel
Education
Iowa State University - College of Business 2007 — 2007
MBA
Upper Iowa University 1991 — 1993
BS, Accounting
Wartburg College 1985 — 1988
Accounting
Melonie Spear Melonie Spear's Principal Global Investors Experience March 2013 - Present
Job Sr. Real Estate Accountant at Principal Global Investors
Industry Financial Services
Experience
Principal Global Investors March 2013 - Present
Principal Financial Group January 2009 - March 2013
Principal Financial Group November 2007 - January 2009
Property Management Company located in March 1993 - November 2007
Professional Property Management March 1995 - October 2004
Professional Property Management January 1992 - January 1995
Professional Property Management January 1991 - January 1993
Skills
Microsoft Excel, Leadership, Real Estate, Accounting, Financial Analysis, Budgets, Customer Service, Financial Reporting, Analysis, Finance, Management
Education
Simpson College 2011 — 2013
Certificate, Accounting
Iowa State University 1987 — 1992
BS, Elementary Education
Ames High School 1984 — 1987
High School Dipoloma, General
Principal Global Investors March 2013 - Present
Principal Financial Group January 2009 - March 2013
Principal Financial Group November 2007 - January 2009
Property Management Company located in March 1993 - November 2007
Professional Property Management March 1995 - October 2004
Professional Property Management January 1992 - January 1995
Professional Property Management January 1991 - January 1993
Skills
Microsoft Excel, Leadership, Real Estate, Accounting, Financial Analysis, Budgets, Customer Service, Financial Reporting, Analysis, Finance, Management
Education
Simpson College 2011 — 2013
Certificate, Accounting
Iowa State University 1987 — 1992
BS, Elementary Education
Ames High School 1984 — 1987
High School Dipoloma, General
Frank Benassi Frank Benassi's Principal Global Investors Experience September 2014 - Present
Job Investment Writer at Principal Global Investors
Industry Financial Services
Experience
Principal Global Investors September 2014 - Present
Schroders February 2014 - May 2014
Interactive Data June 2013 - January 2014
TIAA-CREF July 2011 - November 2012
American Century Investments September 2008 - February 2011
Standard & Poor's June 2002 - August 2008
The McGraw-Hill Companies May 2000 - March 2002
Thomas Publishing Company 1985 - 1999
Skills
Financial Services, Internal Communications, Press Releases, Newsletters, Strategy, Investments, Web Content, Mutual Funds, Marketing Communications, Content Management, Management, Technical Writing, Project Management, Editing, Finance, Asset Management, Financial Writing, Blogging, Fixed Income, Equities, Thought Leadership, Investment Management, Marketing, Social Media, Leadership, Wealth Management, Real Estate
Education
Pace University 1979 — 1981
BA, Journalism
Westchester Community College 1977 — 1979
AA, Liberal Arts
Mount Saint Michael Academy
High School
Principal Global Investors September 2014 - Present
Schroders February 2014 - May 2014
Interactive Data June 2013 - January 2014
TIAA-CREF July 2011 - November 2012
American Century Investments September 2008 - February 2011
Standard & Poor's June 2002 - August 2008
The McGraw-Hill Companies May 2000 - March 2002
Thomas Publishing Company 1985 - 1999
Skills
Financial Services, Internal Communications, Press Releases, Newsletters, Strategy, Investments, Web Content, Mutual Funds, Marketing Communications, Content Management, Management, Technical Writing, Project Management, Editing, Finance, Asset Management, Financial Writing, Blogging, Fixed Income, Equities, Thought Leadership, Investment Management, Marketing, Social Media, Leadership, Wealth Management, Real Estate
Education
Pace University 1979 — 1981
BA, Journalism
Westchester Community College 1977 — 1979
AA, Liberal Arts
Mount Saint Michael Academy
High School
Betsy Orr Betsy Orr's Principal Global Investors Experience 2006 - 2009
Job Vice President, Director of Consultant Relations at Chartwell Investment Partners
Industry Investment Management
Experience
Chartwell Investment Partners August 2011 - Present
Calamos Investments 2010 - 2011
Principal Global Investors 2006 - 2009
Invesco Ltd. 1990 - 2002
Skills
Hedge Funds, Equities, Investments, Finance, Mutual Funds, Investment Management, Investment Strategies, Fixed Income, Asset Allocation, Alternative Investments, Asset Management, Private Equity, Securities, Wealth Management, Investment Advisory, Bloomberg, Portfolio Management, Client Services, Equity Research
Education
Millsaps College 1988 — 1989
Attended Else School of Management, MBA program
University of Tennessee-Knoxville 1981 — 1985
Bachelor of Science, Marketing, Finance
Chartwell Investment Partners August 2011 - Present
Calamos Investments 2010 - 2011
Principal Global Investors 2006 - 2009
Invesco Ltd. 1990 - 2002
Skills
Hedge Funds, Equities, Investments, Finance, Mutual Funds, Investment Management, Investment Strategies, Fixed Income, Asset Allocation, Alternative Investments, Asset Management, Private Equity, Securities, Wealth Management, Investment Advisory, Bloomberg, Portfolio Management, Client Services, Equity Research
Education
Millsaps College 1988 — 1989
Attended Else School of Management, MBA program
University of Tennessee-Knoxville 1981 — 1985
Bachelor of Science, Marketing, Finance
Herb Camp Herb Camp's Principal Global Investors Experience 2003 - Present
Job Senior Analyst Capital Markets at Principal Global Investors
Industry Investment Management
Experience
Principal Global Investors 2003 - Present
Principal Global Investors 2002 - 2003
Principal Global Investors 1997 - 2002
Skills
Bloomberg, Microsoft Excel
Education
University of Iowa - Henry B. Tippie College of Business 2000 — 2003
Masters, Finance Emphasis
Iowa State University 1991 — 1996
BBA, Finance
Iowa State University - College of Business 1991 — 1996
BBA, Finance
Principal Global Investors 2003 - Present
Principal Global Investors 2002 - 2003
Principal Global Investors 1997 - 2002
Skills
Bloomberg, Microsoft Excel
Education
University of Iowa - Henry B. Tippie College of Business 2000 — 2003
Masters, Finance Emphasis
Iowa State University 1991 — 1996
BBA, Finance
Iowa State University - College of Business 1991 — 1996
BBA, Finance
Katie Lathrum Katie Lathrum's Principal Global Investors Experience August 2015 - Present
Job Investment Operations Associate at Principal Financial Group
Industry Financial Services
Experience
Principal Global Investors August 2015 - Present
Principal Global Investors May 2015 - August 2015
Loras College April 2013 - May 2015
Loras College August 2012 - May 2015
Dubuque County Courthouse August 2014 - December 2014
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Public Speaking, Social Media, Sales, Teamwork, Social Networking, Critical Thinking, Leadership
Education
Loras College 2011 — 2015
Bachelor of Arts (BA), Finance and Marketing
Dowling Catholic High School 2007 — 2011
Principal Global Investors August 2015 - Present
Principal Global Investors May 2015 - August 2015
Loras College April 2013 - May 2015
Loras College August 2012 - May 2015
Dubuque County Courthouse August 2014 - December 2014
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Public Speaking, Social Media, Sales, Teamwork, Social Networking, Critical Thinking, Leadership
Education
Loras College 2011 — 2015
Bachelor of Arts (BA), Finance and Marketing
Dowling Catholic High School 2007 — 2011
Kristin Blackman's Principal Global Investors Experience March 2014 - Present
Job Operations Analyst
Industry Real Estate
Experience
Principal Global Investors March 2014 - Present
NAI Optimum May 2010 - March 2014
NAI Ruhl & Ruhl Commercial Company November 2006 - May 2010
Skills
Real Estate, Leases, Brokerage, Location Intelligence, Tenant, Financial Analysis, Commercial Real Estate, Disposition, Property Management, Marketing, Yardi, Real Estate Economics, Corporate Real Estate, Investment Properties, Real Estate Development, Real Estate Transactions, Retail, Lease Administration
Education
Iowa State University - College of Business 1993 — 1996
Bachlor of Science, Marketing
Principal Global Investors March 2014 - Present
NAI Optimum May 2010 - March 2014
NAI Ruhl & Ruhl Commercial Company November 2006 - May 2010
Skills
Real Estate, Leases, Brokerage, Location Intelligence, Tenant, Financial Analysis, Commercial Real Estate, Disposition, Property Management, Marketing, Yardi, Real Estate Economics, Corporate Real Estate, Investment Properties, Real Estate Development, Real Estate Transactions, Retail, Lease Administration
Education
Iowa State University - College of Business 1993 — 1996
Bachlor of Science, Marketing
March Hom March Hom's Principal Global Investors Experience February 2008 - July 2012
Job Senior Programmer Analyst
Industry Information Technology and Services
Experience
Charles Schwab August 2012 - Present
Principal Global Investors February 2008 - July 2012
Wells Fargo Financial October 2007 - February 2008
Principal Global Investors May 2004 - October 2007
Kingland Systems May 2003 - May 2004
Skills
Data Warehousing, ETL, Data Integration, Business Intelligence, SQL Server 2005/2000, Cadis EDM, SQL, T-SQL, DTS, Stored Procedures, Crystal Reports, SSRS, Visual Basic, VBA, VBScript, ASP.NET, SharePoint, HTML, CSS, JavaScript, PHP, Ruby on Rails, Photoshop, Illustrator, Joomla, Wordpress, Google Adwords, XNA, Business Objects, Teradata, Microsoft SQL Server
Education
Iowa State University - College of Business 1999 — 2004
BS, Management Information Systems and Finance
Iowa State University 1999 — 2004
Minor, English
Charles Schwab August 2012 - Present
Principal Global Investors February 2008 - July 2012
Wells Fargo Financial October 2007 - February 2008
Principal Global Investors May 2004 - October 2007
Kingland Systems May 2003 - May 2004
Skills
Data Warehousing, ETL, Data Integration, Business Intelligence, SQL Server 2005/2000, Cadis EDM, SQL, T-SQL, DTS, Stored Procedures, Crystal Reports, SSRS, Visual Basic, VBA, VBScript, ASP.NET, SharePoint, HTML, CSS, JavaScript, PHP, Ruby on Rails, Photoshop, Illustrator, Joomla, Wordpress, Google Adwords, XNA, Business Objects, Teradata, Microsoft SQL Server
Education
Iowa State University - College of Business 1999 — 2004
BS, Management Information Systems and Finance
Iowa State University 1999 — 2004
Minor, English
Christopher Harms Christopher Harms's Principal Global Investors Experience January 2014 - June 2015
Job Senior Associate at KPMG
Industry Capital Markets
Experience
KPMG June 2015 - Present
Principal Global Investors January 2014 - June 2015
Principal Global Investors December 2009 - January 2014
Marsh & McLennan Companies, Inc. May 2009 - August 2009
Principal Global Investors May 2008 - December 2008
Skills
Financial Modeling, Financial Analysis, Microsoft Excel, Asset Management, Project Management, Budget Process, Process Improvement, Financial Audits, Financial Reporting, Business Analysis, Alternative Investments, Finance, Project Planning, Sensitivity Analysis, Billing Systems, Process Management, Financial Markets, General Ledger..., General Ledger, Business Objects, NetSuite, Hyperion Enterprise, SharePoint, Revenue Analysis, Expense Management, Accounts Payable, Research, Reporting & Analysis, Expatriate Management, International Business, International..., International Project..., Business Strategy, Business Planning, Transfer Pricing..., Offshore Funds, Alternative Investment..., SQL, Netezza, SQL Server Management..., PostgreSQL, IBM Pure Data Analytics, Omgeo Oasys, Omgeo Connect
Education
University of Northern Iowa 2006 — 2009
Bachelor of Arts (B.A.), Finance and Financial Management Services
Luther College 2005 — 2006
KPMG June 2015 - Present
Principal Global Investors January 2014 - June 2015
Principal Global Investors December 2009 - January 2014
Marsh & McLennan Companies, Inc. May 2009 - August 2009
Principal Global Investors May 2008 - December 2008
Skills
Financial Modeling, Financial Analysis, Microsoft Excel, Asset Management, Project Management, Budget Process, Process Improvement, Financial Audits, Financial Reporting, Business Analysis, Alternative Investments, Finance, Project Planning, Sensitivity Analysis, Billing Systems, Process Management, Financial Markets, General Ledger..., General Ledger, Business Objects, NetSuite, Hyperion Enterprise, SharePoint, Revenue Analysis, Expense Management, Accounts Payable, Research, Reporting & Analysis, Expatriate Management, International Business, International..., International Project..., Business Strategy, Business Planning, Transfer Pricing..., Offshore Funds, Alternative Investment..., SQL, Netezza, SQL Server Management..., PostgreSQL, IBM Pure Data Analytics, Omgeo Oasys, Omgeo Connect
Education
University of Northern Iowa 2006 — 2009
Bachelor of Arts (B.A.), Finance and Financial Management Services
Luther College 2005 — 2006
Vivek Hirpara's Principal Global Investors Experience January 2010 - July 2010
Job Seeking new opportunity in Quantitative Analysis
Industry Financial Services
Experience
Dimensional Fund Advisors July 2012 - October 2014
Department of Economics, ISU January 2008 - May 2011
Principal Global Investors January 2010 - July 2010
Department of Mathematics, Iowa State University May 2009 - July 2009
Skills
Financial Modeling, Financial Analysis, Data Analysis, Statistics, R, Risk Management, Microsoft Office, Bloomberg, Asset Allocation, Microsoft Excel, Equities, Analysis, Asset Management, Asset Managment, Data Science, Python, Matlab, Research
Education
The University of Texas at Austin 2013 — 2015
Master of Science (MS), Operations Research and Industrial Engineering
Iowa State University 2008 — 2011
Bachelor of Science (BS), Economics & Mathematics, cum laude
Dimensional Fund Advisors July 2012 - October 2014
Department of Economics, ISU January 2008 - May 2011
Principal Global Investors January 2010 - July 2010
Department of Mathematics, Iowa State University May 2009 - July 2009
Skills
Financial Modeling, Financial Analysis, Data Analysis, Statistics, R, Risk Management, Microsoft Office, Bloomberg, Asset Allocation, Microsoft Excel, Equities, Analysis, Asset Management, Asset Managment, Data Science, Python, Matlab, Research
Education
The University of Texas at Austin 2013 — 2015
Master of Science (MS), Operations Research and Industrial Engineering
Iowa State University 2008 — 2011
Bachelor of Science (BS), Economics & Mathematics, cum laude
Eric Foll's Principal Global Investors Experience November 2014 - Present
Job Director Strategic Marketing at Principal Global Investors
Industry Financial Services
Experience
Principal Global Investors November 2014 - Present
Principal Global Investors April 2014 - October 2014
Principal Global Investors June 2004 - April 2014
Eric Foll Enterprises May 1996 - June 2004
Skills
Investments, Alternative Investments, Mutual Funds, Investment Strategies, Asset Allocation, Equities, Asset Management, Blogging, Series 7, Fixed Income, Social Media, Marketing Strategy, Commentary, Video Production, Hedge Funds, Securities, Bonds, Technical Writing, Competitor Intelligence, White Papers, Creative Problem Solving, Storytelling, Investment..., Ghostwriting
Education
Iowa State University - College of Business 2000 — 2003
MBA, Finance and Accounting
Iowa State University 1991 — 1996
Bachelor's degree, Journalism
Principal Global Investors November 2014 - Present
Principal Global Investors April 2014 - October 2014
Principal Global Investors June 2004 - April 2014
Eric Foll Enterprises May 1996 - June 2004
Skills
Investments, Alternative Investments, Mutual Funds, Investment Strategies, Asset Allocation, Equities, Asset Management, Blogging, Series 7, Fixed Income, Social Media, Marketing Strategy, Commentary, Video Production, Hedge Funds, Securities, Bonds, Technical Writing, Competitor Intelligence, White Papers, Creative Problem Solving, Storytelling, Investment..., Ghostwriting
Education
Iowa State University - College of Business 2000 — 2003
MBA, Finance and Accounting
Iowa State University 1991 — 1996
Bachelor's degree, Journalism
Scott Dykstra's Principal Global Investors Experience August 1999 - Present
Job Sr. Credit Analyst at Principal Global Investors
Industry Financial Services
Experience
Principal Global Investors August 1999 - Present
Education
University of Iowa 2000 — 2002
MBA, Finance
Northwestern College 1991 — 1995
Business Administration
Principal Global Investors August 1999 - Present
Education
University of Iowa 2000 — 2002
MBA, Finance
Northwestern College 1991 — 1995
Business Administration
Jeff Yokiel's Principal Global Investors Experience May 1998 - December 2007
Job Treasury Development Group Analyst at Federal Home Loan Bank Des Moines
Industry Financial Services
Experience
Federal Home Loan Bank Des Moines December 2007 - Present
Principal Global Investors May 1998 - December 2007
Norwest Investment Services 1996 - 1997
Skills
Fixed Income, Derivatives, Portfolio Management, Bonds, Valuation, Treasury Management, Bloomberg, Capital Markets, Trading, Analysis, Securities, Asset Allocation, Asset Managment, Investments, Financial Modeling, Risk Management, Financial Markets
Education
Iowa State University 1992 — 1996
Bachelor of Science, Finance
Iowa State University - College of Business 1992 — 1996
Bachelor of Science, Finance
Newton Senior High School 1988 — 1992
High School Diploma
Federal Home Loan Bank Des Moines December 2007 - Present
Principal Global Investors May 1998 - December 2007
Norwest Investment Services 1996 - 1997
Skills
Fixed Income, Derivatives, Portfolio Management, Bonds, Valuation, Treasury Management, Bloomberg, Capital Markets, Trading, Analysis, Securities, Asset Allocation, Asset Managment, Investments, Financial Modeling, Risk Management, Financial Markets
Education
Iowa State University 1992 — 1996
Bachelor of Science, Finance
Iowa State University - College of Business 1992 — 1996
Bachelor of Science, Finance
Newton Senior High School 1988 — 1992
High School Diploma
Megan Geick's Principal Global Investors Experience February 2013 - July 2013
Job Director at OmniVista Solutions
Industry Investment Management
Experience
OmniVista Solutions July 2013 - Present
Principal Global Investors February 2013 - July 2013
Principal Global Investors July 2003 - February 2013
Skills
Fund Accounting, Fixed Income, Equities, Bloomberg, Hedge Funds, Securities, Investments, Derivatives, Bonds, Corporate Actions, Alternative Investments, Valuation
Education
Northwestern College 1999 — 2003
Bachelor of Arts (BA), Accounting
OmniVista Solutions July 2013 - Present
Principal Global Investors February 2013 - July 2013
Principal Global Investors July 2003 - February 2013
Skills
Fund Accounting, Fixed Income, Equities, Bloomberg, Hedge Funds, Securities, Investments, Derivatives, Bonds, Corporate Actions, Alternative Investments, Valuation
Education
Northwestern College 1999 — 2003
Bachelor of Arts (BA), Accounting
Luke Hartke's Principal Global Investors Experience January 2004 - April 2004
Job Store Development Regional Manager at Casey's General Stores, Inc.
Industry Retail
Experience
Casey's General Stores, Inc. September 2015 - Present
Casey's General Stores October 2006 - Present
Wells Fargo Financial April 2005 - October 2006
Principal Global Investors January 2004 - April 2004
Education
University of Northern Iowa 2003 — 2005
Bachelor of Arts, Finance and Real Estate
Iowa State University 1999 — 2001
Casey's General Stores, Inc. September 2015 - Present
Casey's General Stores October 2006 - Present
Wells Fargo Financial April 2005 - October 2006
Principal Global Investors January 2004 - April 2004
Education
University of Northern Iowa 2003 — 2005
Bachelor of Arts, Finance and Real Estate
Iowa State University 1999 — 2001
Tim Alt, CFA's Principal Global Investors Experience 2006 - 2009
Job Director: Rates & Currencies; Aviva Investors
Industry Capital Markets
Experience
Aviva Investors November 2011 - Present
BNP Paribas September 2009 - November 2011
Principal Global Investors 2006 - 2009
M&I Bank 2005 - 2006
Skills
Derivatives, Fixed Income, FX Options, Bloomberg, Trading, Bonds, Portfolio Management, Structured Products, Capital Markets, Hedge Funds, Equities, Equity Derivatives
Education
Lawrence University 2000 — 2006
Bachelor of Arts (B.A.), Economics
Aviva Investors November 2011 - Present
BNP Paribas September 2009 - November 2011
Principal Global Investors 2006 - 2009
M&I Bank 2005 - 2006
Skills
Derivatives, Fixed Income, FX Options, Bloomberg, Trading, Bonds, Portfolio Management, Structured Products, Capital Markets, Hedge Funds, Equities, Equity Derivatives
Education
Lawrence University 2000 — 2006
Bachelor of Arts (B.A.), Economics
Molly Juffernbruch's Principal Global Investors Experience January 2015 - August 2015
Job Vice President, General Counsel at Iowa Lottery Authority
Industry Judiciary
Experience
Currently seeking new opportunities August 2014 - Present
Principal Global Investors January 2015 - August 2015
Iowa Lottery Authority January 2010 - May 2014
Iowa Supreme Court August 1999 - November 2009
Williams & McCarthy August 1997 - July 1999
Skills
Research, Legal Research, Litigation, Legal Writing, Microsoft Office, Civil Litigation, Microsoft Excel, Courts, Microsoft Word, Commercial Litigation, PowerPoint, Criminal Law, English, Corporate Law, Intellectual Property, Government, Appeals, Policy
Education
University of Iowa College of Law 1993 — 1996
Doctor of Law (J.D.), Law
Northwestern University 1988 — 1992
Bachelor of Arts (B.A.), Political Science and History
Currently seeking new opportunities August 2014 - Present
Principal Global Investors January 2015 - August 2015
Iowa Lottery Authority January 2010 - May 2014
Iowa Supreme Court August 1999 - November 2009
Williams & McCarthy August 1997 - July 1999
Skills
Research, Legal Research, Litigation, Legal Writing, Microsoft Office, Civil Litigation, Microsoft Excel, Courts, Microsoft Word, Commercial Litigation, PowerPoint, Criminal Law, English, Corporate Law, Intellectual Property, Government, Appeals, Policy
Education
University of Iowa College of Law 1993 — 1996
Doctor of Law (J.D.), Law
Northwestern University 1988 — 1992
Bachelor of Arts (B.A.), Political Science and History
Matt Durham's Principal Global Investors Experience March 2011 - September 2012
Job JPMorgan Chase & Co.
Industry Investment Management
Experience
JPMorgan Chase & Co. September 2013 - Present
Northern Trust Asset Management October 2012 - September 2013
Principal Global Investors March 2011 - September 2012
Northern Trust Corporation July 2008 - March 2011
Northern Trust Corporation July 2007 - July 2008
Skills
Investments, Equities, Mutual Funds, Asset Managment, Financial Analysis, Securities, Wealth Management, Relationship Management, Asset Allocation, Fund Accounting, Managed Futures, Options, Alternative Investment..., Institutional Client..., Team Leasership and..., Change Management, Client Account..., Capital Markets, Managing Accounts, Investment Operations, Project Management
Education
Iowa State University 2002 — 2006
Bachelor of Science (BS), Finance
JPMorgan Chase & Co. September 2013 - Present
Northern Trust Asset Management October 2012 - September 2013
Principal Global Investors March 2011 - September 2012
Northern Trust Corporation July 2008 - March 2011
Northern Trust Corporation July 2007 - July 2008
Skills
Investments, Equities, Mutual Funds, Asset Managment, Financial Analysis, Securities, Wealth Management, Relationship Management, Asset Allocation, Fund Accounting, Managed Futures, Options, Alternative Investment..., Institutional Client..., Team Leasership and..., Change Management, Client Account..., Capital Markets, Managing Accounts, Investment Operations, Project Management
Education
Iowa State University 2002 — 2006
Bachelor of Science (BS), Finance
Erica McGowan, CPA's Principal Global Investors Experience May 2006 - May 2009
Job Customer Value Manager at Athene USA
Industry Accounting
Experience
Athene USA October 2013 - Present
Aviva USA December 2010 - Present
Aviva USA May 2009 - December 2010
Principal Global Investors May 2006 - May 2009
Wells Fargo Financial March 2003 - May 2006
Deloitte and Touche August 2001 - March 2003
Skills
Financial Analysis, Financial Reporting, Strategic Financial..., Forecasting, Risk Management, Budgets, Microsoft Excel, Microsoft Office, Strategic Planning, Relationship Management, Customer Focused..., Campaign Managment, Project Management, Process Improvement, Customer Retention, Accounts Payable, Account Reconciliation, Financial Accounting, Investments, Financial Modeling, Accounting, Internal Controls, Auditing, Analysis, Business Analysis, Sarbanes-Oxley Act
Education
Iowa State University - College of Business 1997 — 2001
Bachelor of Science (B.S.), Accounting and Finance
Athene USA October 2013 - Present
Aviva USA December 2010 - Present
Aviva USA May 2009 - December 2010
Principal Global Investors May 2006 - May 2009
Wells Fargo Financial March 2003 - May 2006
Deloitte and Touche August 2001 - March 2003
Skills
Financial Analysis, Financial Reporting, Strategic Financial..., Forecasting, Risk Management, Budgets, Microsoft Excel, Microsoft Office, Strategic Planning, Relationship Management, Customer Focused..., Campaign Managment, Project Management, Process Improvement, Customer Retention, Accounts Payable, Account Reconciliation, Financial Accounting, Investments, Financial Modeling, Accounting, Internal Controls, Auditing, Analysis, Business Analysis, Sarbanes-Oxley Act
Education
Iowa State University - College of Business 1997 — 2001
Bachelor of Science (B.S.), Accounting and Finance
Jen Rydin's Principal Global Investors Experience May 2014 - Present
Job Project Manager at Principal Global Investors
Industry Information Technology and Services
Experience
Principal Global Investors May 2014 - Present
Principal Global Investors June 2009 - April 2014
Principal Global Investors December 2003 - May 2009
Principal Global Investors May 2000 - December 2003
Principal Financial Group August 1996 - May 2000
Skills
Business Analysis, Business Requirements, Requirements Analysis, Requirements Gathering, SharePoint, Microsoft CRM, Project Management, Business Architecture, Business Relationship...
Education
Iowa State University
BS, Management Information Systems
Principal Global Investors May 2014 - Present
Principal Global Investors June 2009 - April 2014
Principal Global Investors December 2003 - May 2009
Principal Global Investors May 2000 - December 2003
Principal Financial Group August 1996 - May 2000
Skills
Business Analysis, Business Requirements, Requirements Analysis, Requirements Gathering, SharePoint, Microsoft CRM, Project Management, Business Architecture, Business Relationship...
Education
Iowa State University
BS, Management Information Systems
Li Li Gray's Principal Global Investors Experience January 2005 - August 2005
Job Sr. Client Services Analyst at Mercer Consumer
Industry Insurance
Experience
Mercer Consumer October 2012 - Present
Marsh & McLennan July 2009 - September 2012
Allied Insurance May 2006 - July 2009
Allied Insurance December 2005 - May 2006
Allied Insurance August 2005 - December 2005
Principal Global Investors January 2005 - August 2005
Skills
Underwriting, Insurance, Claims
Education
Iowa State University - College of Business 2001 — 2006
Bachelor of Science, Finance
Mercer Consumer October 2012 - Present
Marsh & McLennan July 2009 - September 2012
Allied Insurance May 2006 - July 2009
Allied Insurance December 2005 - May 2006
Allied Insurance August 2005 - December 2005
Principal Global Investors January 2005 - August 2005
Skills
Underwriting, Insurance, Claims
Education
Iowa State University - College of Business 2001 — 2006
Bachelor of Science, Finance
Dakota Derr's Principal Global Investors Experience January 2014 - Present
Job Creative IT problem solver. Achiever. Communicator. Thought leader. Family man. Musician.
Industry Information Technology and Services
Experience
Principal Global Investors January 2014 - Present
Principal Financial Group - Principal International December 2010 - December 2013
Principal Financial Group May 2002 - December 2010
The Clarinda Company May 2001 - April 2002
Skills
SQL, Java, Process Improvement, Information Technology, IT Leadership, Global Collaboration, Personnel Management, IT Project Leadership, Software Design, Software Development, Software Documentation, Microsoft Office 365, SharePoint, JavaScript, VBScript, HTML, XML, Team Leadership, Business Process
Education
Northwest Missouri State University 1996 — 2001
BS, Computer Science
Principal Global Investors January 2014 - Present
Principal Financial Group - Principal International December 2010 - December 2013
Principal Financial Group May 2002 - December 2010
The Clarinda Company May 2001 - April 2002
Skills
SQL, Java, Process Improvement, Information Technology, IT Leadership, Global Collaboration, Personnel Management, IT Project Leadership, Software Design, Software Development, Software Documentation, Microsoft Office 365, SharePoint, JavaScript, VBScript, HTML, XML, Team Leadership, Business Process
Education
Northwest Missouri State University 1996 — 2001
BS, Computer Science
Darryl Trunnel's Principal Global Investors Experience 2008 - Present
Job Portfolio Manager at Principal
Industry Financial Services
Experience
Principal Head of Credit TradingPrincipal Global Investors2008 - Present
Principal Global Investors 2008 - Present
Education
Iowa State University 1981 — 1985
Principal Head of Credit TradingPrincipal Global Investors2008 - Present
Principal Global Investors 2008 - Present
Education
Iowa State University 1981 — 1985
Sara Pederson's Principal Global Investors Experience 2001 - Present
Job Investment Officer at Principal Financial Group
Industry Real Estate
Experience
Principal Global Investors 2001 - Present
Skills
Investments, Valuation, Investment Strategies, Financial Modeling, Risk/Reward Analysis, Commercial Real Estate, Mortgage Underwriting, Real Estate Financing
Education
Iowa State University - College of Business 1997 — 2001
Bachelor's degree, Finance
Principal Global Investors 2001 - Present
Skills
Investments, Valuation, Investment Strategies, Financial Modeling, Risk/Reward Analysis, Commercial Real Estate, Mortgage Underwriting, Real Estate Financing
Education
Iowa State University - College of Business 1997 — 2001
Bachelor's degree, Finance
Karla Day's Principal Global Investors Experience 2006 - 2009
Job Professional Learning and Leadership Consultant at Heartland AEA
Industry Education Management
Experience
Heartland AEA January 2014 - Present
Iowa Department of Education February 2011 - January 2014
Iowa Department of Education September 2009 - July 2011
Principal Global Investors 2006 - 2009
Principal Global Investors 1998 - 2006
Principal Global Investors 1997 - 1998
Principal Global Investors 1993 - 1997
Siddens Law Office 1991 - 1993
Wichita Public Schools 1988 - 1991
Skills
Data Governance, Budget, Marketing, Management, Data Management, Budgets, Training, CRM, Strategic Planning, Leadership, Coaching, Policy, Public Speaking, Research, Project Planning
Education
Iowa State University 2000 — 2004
MBA, Marketing & Management
University of Nebraska-Lincoln 1984 — 1988
B.S., Elementary Education/Early Childhood
Heartland AEA January 2014 - Present
Iowa Department of Education February 2011 - January 2014
Iowa Department of Education September 2009 - July 2011
Principal Global Investors 2006 - 2009
Principal Global Investors 1998 - 2006
Principal Global Investors 1997 - 1998
Principal Global Investors 1993 - 1997
Siddens Law Office 1991 - 1993
Wichita Public Schools 1988 - 1991
Skills
Data Governance, Budget, Marketing, Management, Data Management, Budgets, Training, CRM, Strategic Planning, Leadership, Coaching, Policy, Public Speaking, Research, Project Planning
Education
Iowa State University 2000 — 2004
MBA, Marketing & Management
University of Nebraska-Lincoln 1984 — 1988
B.S., Elementary Education/Early Childhood
Frank Orioli's Principal Global Investors Experience 2003 - 2009
Job Senior Vice President Investments at Prism Capital Partners, LLC
Industry Real Estate
Experience
Prism Capital Partners, LLC 2014 - Present
FORE CONSULTING LLC 2011 - 2014
Rockwood Capital 2009 - 2011
Principal Global Investors 2003 - 2009
State Teachers Retirement System of Ohio 1997 - 2002
Skills
Acquisitions, Real Estate Economics, Asset Managment, Disposition, Real Estate, Real Estate Development, Due Diligence, Valuation, Investments, Real Estate Transactions, Portfolio Management, Commercial Real Estate, Property Management, Financial Modeling, Private Equity, Asset Management, Investors, Joint Ventures, Loans, Mergers & Acquisitions, Investment Properties, Brokerage, Real Estate Financing, Residential Homes, Strategy, Dispositions, Leases
Education
New York University 1989 — 1990
MS, Real Estate Investment & Development
University of Virginia 1982 — 1986
BA, Psychology
Prism Capital Partners, LLC 2014 - Present
FORE CONSULTING LLC 2011 - 2014
Rockwood Capital 2009 - 2011
Principal Global Investors 2003 - 2009
State Teachers Retirement System of Ohio 1997 - 2002
Skills
Acquisitions, Real Estate Economics, Asset Managment, Disposition, Real Estate, Real Estate Development, Due Diligence, Valuation, Investments, Real Estate Transactions, Portfolio Management, Commercial Real Estate, Property Management, Financial Modeling, Private Equity, Asset Management, Investors, Joint Ventures, Loans, Mergers & Acquisitions, Investment Properties, Brokerage, Real Estate Financing, Residential Homes, Strategy, Dispositions, Leases
Education
New York University 1989 — 1990
MS, Real Estate Investment & Development
University of Virginia 1982 — 1986
BA, Psychology
Patrick Mc Nelis's Principal Global Investors Experience 2006 - 2008
Job Investment Management Client Service & Sales Executive/Private Investor
Industry Investment Management
Experience
Seix Investment Advisors LLC February 2012 - June 2015
Greenwich Associates September 2010 - February 2012
Pyramis Global Advisors 2008 - 2010
Principal Global Investors 2006 - 2008
Citigroup Asset Management 2002 - 2006
Skills
Strategy, Management, Leadership, Product Development, Sales Management, Alternative Investments, Hedge Funds, Fixed Income, Asset Management, Equities, Investments, Investment Management, Sales, Global Marketing, Global Business..., Offshore Funds, Consultants, Global Investment..., Irish music, Asset Allocation, Mutual Funds, Series 7
Education
New York University
BS, Economics
New York University - Leonard N. Stern School of Business
MBA, Finance
Regis High School
Seix Investment Advisors LLC February 2012 - June 2015
Greenwich Associates September 2010 - February 2012
Pyramis Global Advisors 2008 - 2010
Principal Global Investors 2006 - 2008
Citigroup Asset Management 2002 - 2006
Skills
Strategy, Management, Leadership, Product Development, Sales Management, Alternative Investments, Hedge Funds, Fixed Income, Asset Management, Equities, Investments, Investment Management, Sales, Global Marketing, Global Business..., Offshore Funds, Consultants, Global Investment..., Irish music, Asset Allocation, Mutual Funds, Series 7
Education
New York University
BS, Economics
New York University - Leonard N. Stern School of Business
MBA, Finance
Regis High School
John Mangiaracina's Principal Global Investors Experience September 2010 - February 2014
Job Account Executive at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group February 2014 - Present
Principal Global Investors September 2010 - February 2014
Whitney National Bank March 2010 - August 2010
The Shaw Group November 2008 - March 2010
Principal Global Investors January 2008 - August 2008
Skills
Investments, Bloomberg, Asset Management, Fixed Income, Equities, Bloomberg Terminal, Asset Managment, Securities, Portia, Financial Analysis, Fund Accounting, Derivatives, Separately Managed..., Insurance, Employee Benefits, Life Insurance, Disability Insurance, Dental Insurance
Education
University of Iowa 2011 — 2013
Master of Business Administration (MBA), Finance, General
Louisiana State University and Agricultural and Mechanical College 2005 — 2009
Bachelor of Science (BS), Finance, General
Principal Financial Group February 2014 - Present
Principal Global Investors September 2010 - February 2014
Whitney National Bank March 2010 - August 2010
The Shaw Group November 2008 - March 2010
Principal Global Investors January 2008 - August 2008
Skills
Investments, Bloomberg, Asset Management, Fixed Income, Equities, Bloomberg Terminal, Asset Managment, Securities, Portia, Financial Analysis, Fund Accounting, Derivatives, Separately Managed..., Insurance, Employee Benefits, Life Insurance, Disability Insurance, Dental Insurance
Education
University of Iowa 2011 — 2013
Master of Business Administration (MBA), Finance, General
Louisiana State University and Agricultural and Mechanical College 2005 — 2009
Bachelor of Science (BS), Finance, General
Stephanie Smith Skinner's Principal Global Investors Experience 1997 - 2008
Job Marketing Professional State Treasurers Office
Industry Government Administration
Experience
Principal Global Investors 1997 - 2008
K-Mart April 1993 - May 1997
Joseph's Jewelry Stores 1997 - 1997
Education
Loras College 1993 — 1997
BA, Marketing
Principal Global Investors 1997 - 2008
K-Mart April 1993 - May 1997
Joseph's Jewelry Stores 1997 - 1997
Education
Loras College 1993 — 1997
BA, Marketing
Jason Drager's Principal Global Investors Experience February 2012 - Present
Job Investment Operations Specialist at Principal Global Investors
Industry Financial Services
Experience
Principal Global Investors February 2012 - Present
Principal Financial Group March 2009 - February 2012
Skills
Securities, Fixed Income, Uniform Combined State..., FINRA, Portfolio Management, Wealth Management, Equities, Bloomberg, Bonds, Asset Management, Strategic Financial..., Financial Services
Education
University of Iowa - Henry B. Tippie College of Business 2011 — 2013
MBA, Finance
Loras College 2003 — 2007
BA, Media Studies
Principal Global Investors February 2012 - Present
Principal Financial Group March 2009 - February 2012
Skills
Securities, Fixed Income, Uniform Combined State..., FINRA, Portfolio Management, Wealth Management, Equities, Bloomberg, Bonds, Asset Management, Strategic Financial..., Financial Services
Education
University of Iowa - Henry B. Tippie College of Business 2011 — 2013
MBA, Finance
Loras College 2003 — 2007
BA, Media Studies
Gregg Griesemer's Principal Global Investors Experience April 2002 - Present
Job Financial Analyst at Principal Global Investors
Industry Investment Management
Experience
Principal Global Investors April 2002 - Present
A.G. Edwards & Sons, Inc. September 1996 - October 2001
Education
Washington University in St. Louis - Olin Business School 1997 — 1999
MBA
Saint Louis University 1986 — 1989
BA, Finance
Principal Global Investors April 2002 - Present
A.G. Edwards & Sons, Inc. September 1996 - October 2001
Education
Washington University in St. Louis - Olin Business School 1997 — 1999
MBA
Saint Louis University 1986 — 1989
BA, Finance
Richard Bruce, MAI's Principal Global Investors Experience October 2005 - Present
Job Senior Assistant Portfolio Manager at Principal Global Investors
Industry Real Estate
Experience
Principal Global Investors October 2005 - Present
Principal Global Investors January 2001 - 2005
Education
Drake University 1984 — 1987
MBA
Iowa State University 1978 — 1983
Bachelor of Business Administration (BBA), Fiance
Principal Global Investors October 2005 - Present
Principal Global Investors January 2001 - 2005
Education
Drake University 1984 — 1987
MBA
Iowa State University 1978 — 1983
Bachelor of Business Administration (BBA), Fiance
Maria Freund's Principal Global Investors Experience July 2003 - November 2012
Job Emerging Markets Analyst at RS Investments
Industry Investment Management
Experience
RS Investments November 2012 - Present
Principal Global Investors July 2003 - November 2012
Education
University of Iowa - Henry B. Tippie College of Business 2006 — 2008
MBA
Loras College 1999 — 2003
BBA, Double major in Finance and International Business. Minor in Math
RS Investments November 2012 - Present
Principal Global Investors July 2003 - November 2012
Education
University of Iowa - Henry B. Tippie College of Business 2006 — 2008
MBA
Loras College 1999 — 2003
BBA, Double major in Finance and International Business. Minor in Math
Sandy Lanz's Principal Global Investors Experience March 1993 - May 2009
Job Principal Correspondent Closing Analyst at AgriAccess
Industry Financial Services
Experience
Agri-Access September 2014 - Present
Agri-Access July 2010 - August 2014
Davis Brown Law Firm July 2009 - July 2010
Principal Global Investors March 1993 - May 2009
Skills
Training, Financial Analysis
Education
Iowa State University - College of Business 1988 — 1992
Bachelor, Finance
Agri-Access September 2014 - Present
Agri-Access July 2010 - August 2014
Davis Brown Law Firm July 2009 - July 2010
Principal Global Investors March 1993 - May 2009
Skills
Training, Financial Analysis
Education
Iowa State University - College of Business 1988 — 1992
Bachelor, Finance
Lisa Skahill's Principal Global Investors Experience January 2010 - June 2011
Job Business Analyst II at Homesteaders Life Company
Industry Investment Management
Experience
Homesteaders Life Company July 2015 - Present
Homesteaders Life Company July 2012 - July 2015
Aviva Investors June 2011 - July 2012
Principal Global Investors January 2010 - June 2011
Principal Global Investors May 2007 - January 2010
Principal Global Investors January 2006 - May 2007
Skills
Investments, Equities, Asset Managment, Fixed Income, Bloomberg, Microsoft Excel, Business Requirements, Mutual Funds, Hedge Funds, Securities, Asset Management, Bonds, Derivatives, Business Analysis, Alternative Investments, Investment Management, Financial Services, Fund Accounting
Education
Iowa State University 2001 — 2005
Bachelor of Science, Finance
Homesteaders Life Company July 2015 - Present
Homesteaders Life Company July 2012 - July 2015
Aviva Investors June 2011 - July 2012
Principal Global Investors January 2010 - June 2011
Principal Global Investors May 2007 - January 2010
Principal Global Investors January 2006 - May 2007
Skills
Investments, Equities, Asset Managment, Fixed Income, Bloomberg, Microsoft Excel, Business Requirements, Mutual Funds, Hedge Funds, Securities, Asset Management, Bonds, Derivatives, Business Analysis, Alternative Investments, Investment Management, Financial Services, Fund Accounting
Education
Iowa State University 2001 — 2005
Bachelor of Science, Finance
Michael D'Agostino, CFA's Principal Global Investors Experience May 2007 - December 2008
Job Kiser Group
Industry Investment Management
Experience
Kiser Group Realty, Inc. September 2012 - Present
JP Morgan April 2010 - September 2012
Principal Global Investors May 2007 - December 2008
Skills
Fixed Income, Portfolio Management, Investments, Equities, Hedge Funds, Bloomberg, Valuation, Financial Modeling, Securities, Financial Analysis, Credit, Asset Managment, Asset Management, Commercial Real Estate, Real Estate, Multi-family Investment..., Investment Properties, Real Estate Transactions, Real Estate Development, Investment Brokerage, Apartments
Education
Fenwick High School
John Cabot University
International Business
Marquette University
Bachelor’s Degree, Applied Investment Management Program
Kiser Group Realty, Inc. September 2012 - Present
JP Morgan April 2010 - September 2012
Principal Global Investors May 2007 - December 2008
Skills
Fixed Income, Portfolio Management, Investments, Equities, Hedge Funds, Bloomberg, Valuation, Financial Modeling, Securities, Financial Analysis, Credit, Asset Managment, Asset Management, Commercial Real Estate, Real Estate, Multi-family Investment..., Investment Properties, Real Estate Transactions, Real Estate Development, Investment Brokerage, Apartments
Education
Fenwick High School
John Cabot University
International Business
Marquette University
Bachelor’s Degree, Applied Investment Management Program
Jeremiah Meyer's Principal Global Investors Experience November 2010 - August 2011
Job Controller at Professional Property Management, Inc.
Industry Real Estate
Experience
Professional Property Management, Inc. August 2011 - Present
Principal Global Investors November 2010 - August 2011
Professional Property Management, Inc. November 2005 - November 2010
Skills
Financial Statements, Financial Analysis, GAAP, Accruals, Fixed Assets
Education
Iowa State University - College of Business 2003 — 2007
Bachelors, Accounting
Professional Property Management, Inc. August 2011 - Present
Principal Global Investors November 2010 - August 2011
Professional Property Management, Inc. November 2005 - November 2010
Skills
Financial Statements, Financial Analysis, GAAP, Accruals, Fixed Assets
Education
Iowa State University - College of Business 2003 — 2007
Bachelors, Accounting
Phelps Hoyt's Principal Global Investors Experience March 2008 - April 2014
Job Head, Credit Research & Strategy, GIC
Industry Investment Management
Experience
GIC April 2014 - Present
Principal Global Investors March 2008 - April 2014
Aviva Investors March 2005 - March 2008
Fitch Ratings 2004 - 2005
KDP Investment Advisors 1989 - 2004
Skills
Fixed Income, Alternative Investments, Asset Management, Bloomberg, Bonds, Capital Markets, Credit, Credit Analysis, Derivatives, Emerging Markets, Equities, Equity Research, Financial Modeling, Fixed Income Analysis, Hedge Funds, High Yield, Portfolio Management, Valuation, Asset Allocation, Equity Valuation, Investment Strategies, Investments
Education
Middlebury College
Economics
Middlebury College
Bachelor of Arts (BA), Economics
New Trier
Northwestern University
GIC April 2014 - Present
Principal Global Investors March 2008 - April 2014
Aviva Investors March 2005 - March 2008
Fitch Ratings 2004 - 2005
KDP Investment Advisors 1989 - 2004
Skills
Fixed Income, Alternative Investments, Asset Management, Bloomberg, Bonds, Capital Markets, Credit, Credit Analysis, Derivatives, Emerging Markets, Equities, Equity Research, Financial Modeling, Fixed Income Analysis, Hedge Funds, High Yield, Portfolio Management, Valuation, Asset Allocation, Equity Valuation, Investment Strategies, Investments
Education
Middlebury College
Economics
Middlebury College
Bachelor of Arts (BA), Economics
New Trier
Northwestern University
Kevin Welsch's Principal Global Investors Experience 2007 - Present
Job Asset Manager at Principal Global Investors
Industry Commercial Real Estate
Experience
Principal Global Investors 2007 - Present
Skills
Asset Management, Real Estate Economics
Education
Iowa State University 1990 — 1994
Bachelor of Science, Community and Regional Planning
Iowa State University 1990 — 1994
Principal Global Investors 2007 - Present
Skills
Asset Management, Real Estate Economics
Education
Iowa State University 1990 — 1994
Bachelor of Science, Community and Regional Planning
Iowa State University 1990 — 1994
Allison Gleichman's Principal Global Investors Experience April 2015 - Present
Job Business Analyst at Principal Global Investors
Industry Investment Management
Experience
Principal Global Investors April 2015 - Present
Aviva Investors August 2013 - Present
Aviva Investors August 2010 - March 2015
Principal Global Investors July 2007 - August 2010
Principal Global Investors May 2006 - December 2006
Skills
Fixed Income, Derivatives, Derivatives Trading, Investments, Valuation, Bloomberg, Asset Managment, Securities, Experience with Aladdin..., Experience with Summit...
Education
Saint Louis University 2003 — 2007
Bachelor of Science (BS), Finance, Minor in Spanish
Principal Global Investors April 2015 - Present
Aviva Investors August 2013 - Present
Aviva Investors August 2010 - March 2015
Principal Global Investors July 2007 - August 2010
Principal Global Investors May 2006 - December 2006
Skills
Fixed Income, Derivatives, Derivatives Trading, Investments, Valuation, Bloomberg, Asset Managment, Securities, Experience with Aladdin..., Experience with Summit...
Education
Saint Louis University 2003 — 2007
Bachelor of Science (BS), Finance, Minor in Spanish
Jacob Correll's Principal Global Investors Experience May 2013 - Present
Job Investment Operations Equities Intern at Principal Global Investors
Industry Investment Management
Experience
Principal Global Investors May 2013 - Present
Kingland Systems February 2012 - May 2013
Education
Iowa State University - College of Business 2008 — 2012
Bachelor's degree, Accounting and Business/Management, Graduated
Principal Global Investors May 2013 - Present
Kingland Systems February 2012 - May 2013
Education
Iowa State University - College of Business 2008 — 2012
Bachelor's degree, Accounting and Business/Management, Graduated
Trent Holec's Principal Global Investors Experience August 2011 - Present
Job Investment Product Advisor at Principal Global Investors
Industry Financial Services
Experience
Principal Global Investors August 2011 - Present
Broker Dealer Financial Services Corp. January 2005 - August 2011
Skills
Asset Management, Investments, Financial Analysis, Fixed Income, Bloomberg, RFP preparation, Asset Managment, Alternative Investments, Asset Allocation, Mutual Funds, RFP, Securities, Series 7
Education
Iowa State University
management, Business
Principal Global Investors August 2011 - Present
Broker Dealer Financial Services Corp. January 2005 - August 2011
Skills
Asset Management, Investments, Financial Analysis, Fixed Income, Bloomberg, RFP preparation, Asset Managment, Alternative Investments, Asset Allocation, Mutual Funds, RFP, Securities, Series 7
Education
Iowa State University
management, Business
Sofia Huynh's Principal Global Investors Experience June 2006 - October 2011
Job Senior Fund Accountant at State Street Bank
Industry Investment Management
Experience
State Street Bank November 2011 - Present
Principal Global Investors June 2006 - October 2011
Education
Iowa State University 2002 — 2006
B.S, Accounting, Finance
State Street Bank November 2011 - Present
Principal Global Investors June 2006 - October 2011
Education
Iowa State University 2002 — 2006
B.S, Accounting, Finance
Jacob Hirsch's Principal Global Investors Experience January 2012 - August 2012
Job Loan Officer
Industry Financial Services
Experience
ISU Food Stores August 2012 - November 2012
Principal Global Investors January 2012 - August 2012
Skills
Asset Management, Financial Analysis, Microsoft Excel, Investments, Accounting, Charles River IMS, Equity Valuation, Asset Managment, Trading, Bloomberg, Valuation, Fixed Income, Underwriting, Car Loans
Education
Iowa State University - College of Business 2009 — 2012
Bachelor of Science (BS)
Swansea University 2011 — 2011
ISU Food Stores August 2012 - November 2012
Principal Global Investors January 2012 - August 2012
Skills
Asset Management, Financial Analysis, Microsoft Excel, Investments, Accounting, Charles River IMS, Equity Valuation, Asset Managment, Trading, Bloomberg, Valuation, Fixed Income, Underwriting, Car Loans
Education
Iowa State University - College of Business 2009 — 2012
Bachelor of Science (BS)
Swansea University 2011 — 2011
Scott Brustkern's Principal Global Investors Experience March 2010 - Present
Job Fixed Income Credit Analyst, Principal Global Investors
Industry Investment Management
Experience
Principal Global Investors March 2010 - Present
CFA Society of Iowa July 2012 - Present
Principal Global Investors January 2006 - March 2010
Principal Financial Group January 2001 - January 2006
Skills
Bloomberg, Fixed Income, Bonds, Portfolio Management, Charles River IMS, Investments, Asset Managment, Valuation, Financial Modeling, Alternative Investments, Financial Analysis, Private Placements, Capital Markets, Asset Allocation, Securitization, Credit, ALM
Education
Iowa State University 2001 — 2003
Master of Business Administration (MBA), Finance, General
University of Northern Iowa 1995 — 1999
BS, Actuarial Science
Principal Global Investors March 2010 - Present
CFA Society of Iowa July 2012 - Present
Principal Global Investors January 2006 - March 2010
Principal Financial Group January 2001 - January 2006
Skills
Bloomberg, Fixed Income, Bonds, Portfolio Management, Charles River IMS, Investments, Asset Managment, Valuation, Financial Modeling, Alternative Investments, Financial Analysis, Private Placements, Capital Markets, Asset Allocation, Securitization, Credit, ALM
Education
Iowa State University 2001 — 2003
Master of Business Administration (MBA), Finance, General
University of Northern Iowa 1995 — 1999
BS, Actuarial Science
Jake Anonson, CFA's Principal Global Investors Experience April 1998 - May 2010
Job Director Business Development at Miles Capital, Inc.
Industry Investment Management
Experience
Miles Capital, Inc. June 2010 - Present
Principal Global Investors April 1998 - May 2010
Education
Iowa State University - College of Business 1995 — 1997
MBA, Business
University of Northern Iowa 1989 — 1993
BA, BS, Finance, Economics
Miles Capital, Inc. June 2010 - Present
Principal Global Investors April 1998 - May 2010
Education
Iowa State University - College of Business 1995 — 1997
MBA, Business
University of Northern Iowa 1989 — 1993
BA, BS, Finance, Economics
Erik Tetmeyer's Principal Global Investors Experience July 2012 - Present
Job Compliance Manager at Principal Global Investors
Industry Financial Services
Experience
Principal Global Investors July 2012 - Present
ING Financial Partners April 2005 - July 2012
Principal Financial Group 1996 - 2005
Education
Iowa State University - College of Business 1991 — 1995
BBA, Finance
Principal Global Investors July 2012 - Present
ING Financial Partners April 2005 - July 2012
Principal Financial Group 1996 - 2005
Education
Iowa State University - College of Business 1991 — 1995
BBA, Finance
Tammy Crispin's Principal Global Investors Experience August 2015 - Present
Job Sr. Global Risk Mgmt Analyst
Industry Financial Services
Experience
Principal Global Investors August 2015 - Present
Principal Financial Group July 1997 - August 2015
3M April 1995 - June 1997
3M July 1990 - March 1995
Education
Iowa State University - College of Business
Accounting and Business/Management
Principal Global Investors August 2015 - Present
Principal Financial Group July 1997 - August 2015
3M April 1995 - June 1997
3M July 1990 - March 1995
Education
Iowa State University - College of Business
Accounting and Business/Management
David Kolpak, CFA's Principal Global Investors Experience July 1992 - October 1995
Job Director & Portfolio Manager at MAI Capital Management
Industry Investment Management
Experience
MAI Capital Management May 2014 - Present
Victory Capital Management October 1995 - May 2014
Principal Global Investors July 1992 - October 1995
Skills
Equity Valuation, Consumer Staples, Microsoft Excel, Beverage Industry, Food Industry, Leisure Industry, Gaming Industry, Equity Research, Factset, Equities
Education
University of Wisconsin-Madison 1990 — 1992
Master of Science (MS), Finance, General
Marquette University 1986 — 1990
Bachelor of Science (BS), summa cum laude, Economics & Finance
MAI Capital Management May 2014 - Present
Victory Capital Management October 1995 - May 2014
Principal Global Investors July 1992 - October 1995
Skills
Equity Valuation, Consumer Staples, Microsoft Excel, Beverage Industry, Food Industry, Leisure Industry, Gaming Industry, Equity Research, Factset, Equities
Education
University of Wisconsin-Madison 1990 — 1992
Master of Science (MS), Finance, General
Marquette University 1986 — 1990
Bachelor of Science (BS), summa cum laude, Economics & Finance
David Straka's Principal Global Investors Experience March 2007 - Present
Job Senior Asset Manager at Principal Real Estate Investors
Industry Investment Management
Experience
Principal Global Investors March 2007 - Present
Principal Global Investors November 2004 - February 2007
Sprint Nextel February 2000 - November 2004
Skills
Asset Management, Real Estate, Commercial Real Estate, Real Estate Development
Education
Rockhurst University
MBA, Finance
University of Iowa
BBA, Finance
Principal Global Investors March 2007 - Present
Principal Global Investors November 2004 - February 2007
Sprint Nextel February 2000 - November 2004
Skills
Asset Management, Real Estate, Commercial Real Estate, Real Estate Development
Education
Rockhurst University
MBA, Finance
University of Iowa
BBA, Finance
Michael Volkens's Principal Global Investors Experience January 2012 - Present
Job Financial Accounting Analyst at Principal Global Investors
Industry Accounting
Experience
Principal Global Investors January 2012 - Present
Kiesling Associates LLP May 2009 - January 2012
KPMG August 2007 - April 2009
KPMG January 2006 - March 2006
Education
Iowa State University - College of Business 2006 — 2007
Masters, Accounting
Iowa State University - College of Business 2002 — 2005
Bachelors, Accounting
Principal Global Investors January 2012 - Present
Kiesling Associates LLP May 2009 - January 2012
KPMG August 2007 - April 2009
KPMG January 2006 - March 2006
Education
Iowa State University - College of Business 2006 — 2007
Masters, Accounting
Iowa State University - College of Business 2002 — 2005
Bachelors, Accounting
Michael Timmins, CPA's Principal Global Investors Experience May 2013 - Present
Job Senior Compliance Manager at Principal Global Investors
Industry Investment Management
Experience
Principal Global Investors May 2013 - Present
Principal Global Investors, LLC February 2010 - May 2013
Principal Global Investors September 2004 - February 2010
Principal Capital Income Investors LLC December 2000 - September 2004
EFCO April 1987 - December 2000
Banks of Iowa, Inc October 1980 - April 1987
Deloitte October 1977 - October 1980
Office of the Comptroller of the Currency July 1975 - October 1977
Education
Iowa State University 1971 — 1975
Bachelor of Science (BS), Industrial Administration
Principal Global Investors May 2013 - Present
Principal Global Investors, LLC February 2010 - May 2013
Principal Global Investors September 2004 - February 2010
Principal Capital Income Investors LLC December 2000 - September 2004
EFCO April 1987 - December 2000
Banks of Iowa, Inc October 1980 - April 1987
Deloitte October 1977 - October 1980
Office of the Comptroller of the Currency July 1975 - October 1977
Education
Iowa State University 1971 — 1975
Bachelor of Science (BS), Industrial Administration
Joshua Rank's Principal Global Investors Experience June 2013 - Present
Job High Yield Portfolio Manager at Principal Global Investors
Industry Investment Management
Experience
Principal Global Investors June 2013 - Present
Education
Iowa State University - College of Business
Bachelor of Science, Finance
Principal Global Investors June 2013 - Present
Education
Iowa State University - College of Business
Bachelor of Science, Finance
Eric LeSher's Principal Global Investors Experience January 2006 - Present
Job Senior CMBS Servicing Portfolio Manager at Principal Global Investors
Industry Investment Management
Experience
Principal Global Investors January 2006 - Present
Federal Home Loan Bank of Des Moines January 1995 - January 2006
Skills
Asset Management, Leadership, Mortgage Lending, Commercial Real Estate, Commercial Lending, Finance, Financial Analysis, Banking, Business Strategy, Compliance, Risk Management, Risk Assessment, Enterprise Risk..., Operational Risk..., Management, Negotiation, Underwriting
Education
University of Missouri-Kansas City 1984 — 1986
Master of Business Administration (MBA), Finance, General
Kansas State University 1979 — 1983
Bachelor's degree, Finance, General
Kansas State University
Principal Global Investors January 2006 - Present
Federal Home Loan Bank of Des Moines January 1995 - January 2006
Skills
Asset Management, Leadership, Mortgage Lending, Commercial Real Estate, Commercial Lending, Finance, Financial Analysis, Banking, Business Strategy, Compliance, Risk Management, Risk Assessment, Enterprise Risk..., Operational Risk..., Management, Negotiation, Underwriting
Education
University of Missouri-Kansas City 1984 — 1986
Master of Business Administration (MBA), Finance, General
Kansas State University 1979 — 1983
Bachelor's degree, Finance, General
Kansas State University
Clark Lindsey's Principal Global Investors Experience January 2009 - Present
Job Executive Assistant at Principal Global Investors
Industry Investment Management
Experience
Principal Global Investors January 2009 - Present
Principal Global Investors October 2008 - Present
Education
Minnesota State University, Mankato
Principal Global Investors January 2009 - Present
Principal Global Investors October 2008 - Present
Education
Minnesota State University, Mankato
Courtney Brandt's Principal Global Investors Experience May 2012 - Present
Job Student at Iowa State University
Industry Financial Services
Experience
Principal Global Investors May 2012 - Present
Education
Iowa State University 2009 — 2013
Bachelor's degree, Accounting and Finance
Principal Global Investors May 2012 - Present
Education
Iowa State University 2009 — 2013
Bachelor's degree, Accounting and Finance
Tyler Weltz's Principal Global Investors Experience March 2007 - July 2013
Job Senior Systems Analyst at Omnivista Solutions
Industry Investment Management
Experience
Omnivista Solutions July 2013 - Present
Principal Global Investors March 2007 - July 2013
Hy Vee May 2006 - August 2006
Education
Iowa State University - College of Business 2002 — 2007
Bachelor's degree, Finance, General
Iowa State University - College of Business 2002 — 2007
Bachelor's degree, Management Information Systems, General
Omnivista Solutions July 2013 - Present
Principal Global Investors March 2007 - July 2013
Hy Vee May 2006 - August 2006
Education
Iowa State University - College of Business 2002 — 2007
Bachelor's degree, Finance, General
Iowa State University - College of Business 2002 — 2007
Bachelor's degree, Management Information Systems, General
Carrie Gear's Principal Global Investors Experience November 2001 - December 2004
Job Sr.Communication Strategist at Principal Funds
Industry Financial Services
Experience
Principal Funds October 2014 - Present
Gear Communication Services, LLC December 2007 - September 2014
Principal Financial Group December 2004 - August 2007
Principal Global Investors November 2001 - December 2004
Palm Beach Atlantic University August 1998 - July 2001
Skills
Marketing Communications, Retirement, Financial Services, Investments, Marketing..., Writing, Event Planning, Event Management, Social Media Marketing, Strategic Communications, Team Management, Consulting, Project Management, Vendor Management, Email Marketing, Digital Communication...
Education
Northwestern College 1994 — 1998
Bachelor of Arts (B.A.), Business Communications
Principal Funds October 2014 - Present
Gear Communication Services, LLC December 2007 - September 2014
Principal Financial Group December 2004 - August 2007
Principal Global Investors November 2001 - December 2004
Palm Beach Atlantic University August 1998 - July 2001
Skills
Marketing Communications, Retirement, Financial Services, Investments, Marketing..., Writing, Event Planning, Event Management, Social Media Marketing, Strategic Communications, Team Management, Consulting, Project Management, Vendor Management, Email Marketing, Digital Communication...
Education
Northwestern College 1994 — 1998
Bachelor of Arts (B.A.), Business Communications
Mike Frantzen's Principal Global Investors Experience March 2008 - October 2013
Job Business Analyst Lead at Principal Global Investors
Industry Investment Management
Experience
Visiont October 2013 - Present
Vision Soccer Academy 2012 - Present
Principal Global Investors March 2008 - October 2013
IT Convergence November 2006 - March 2008
Oracle January 1999 - July 2005
Skills
Business Analysis, SDLC, Requirements Gathering, Visio, Fixed Income, SharePoint, Requirements Analysis, Business Requirements, Asset Management, Equities, Portfolio Management, Analysis, Data Analysis, Access, Agile Project Management, Microsoft Office, OneNote, Oracle E-Business Suite, SQL, Charles River IMS, XSP
Education
Upper Iowa University 1996 — 1998
Bachelor of Science (B.S.), Business Administration, Management and Operations
Iowa State University 1993 — 1996
Elementary Education and Teaching
Visiont October 2013 - Present
Vision Soccer Academy 2012 - Present
Principal Global Investors March 2008 - October 2013
IT Convergence November 2006 - March 2008
Oracle January 1999 - July 2005
Skills
Business Analysis, SDLC, Requirements Gathering, Visio, Fixed Income, SharePoint, Requirements Analysis, Business Requirements, Asset Management, Equities, Portfolio Management, Analysis, Data Analysis, Access, Agile Project Management, Microsoft Office, OneNote, Oracle E-Business Suite, SQL, Charles River IMS, XSP
Education
Upper Iowa University 1996 — 1998
Bachelor of Science (B.S.), Business Administration, Management and Operations
Iowa State University 1993 — 1996
Elementary Education and Teaching
Melodie Yerkes's Principal Global Investors Experience December 1994 - Present
Job Emerging Service Coordinator at Principal Global Investors
Industry Investment Management
Experience
Principal Global Investors December 1994 - Present
Mercy Medical Center – North Iowa 1979 - 1994
Skills
Equities, Investments, Microsoft Excel
Education
North Iowa Area Community College
Associate of Science Business, Business/Commerce, General
Principal Global Investors December 1994 - Present
Mercy Medical Center – North Iowa 1979 - 1994
Skills
Equities, Investments, Microsoft Excel
Education
North Iowa Area Community College
Associate of Science Business, Business/Commerce, General
Joseph Katelman's Principal Global Investors Experience June 2010 - Present
Job Fixed Income Analyst at Principal Global Investors
Industry Investment Management
Experience
Principal Global Investors June 2010 - Present
Prudential Capital Group June 2007 - June 2010
ABN AMRO Bank N.V. June 2006 - August 2006
UBS Wealth Management June 2004 - August 2004
Skills
Financial Modeling, Investments, Fixed Income, Valuation, Financial Analysis
Education
Northwestern University - Kellogg School of Management 2013 — 2015
Master of Business Administration (MBA), Finance, International Business, and Corporate Strategy
University of Michigan - Stephen M. Ross School of Business 2003 — 2007
Bachelor of Business Administration (BBA), Finance and Accounting
Principal Global Investors June 2010 - Present
Prudential Capital Group June 2007 - June 2010
ABN AMRO Bank N.V. June 2006 - August 2006
UBS Wealth Management June 2004 - August 2004
Skills
Financial Modeling, Investments, Fixed Income, Valuation, Financial Analysis
Education
Northwestern University - Kellogg School of Management 2013 — 2015
Master of Business Administration (MBA), Finance, International Business, and Corporate Strategy
University of Michigan - Stephen M. Ross School of Business 2003 — 2007
Bachelor of Business Administration (BBA), Finance and Accounting
Jill Peck's Principal Global Investors Experience Client Service CoordinatorThe Principal Financial GroupMarch 1995 - Present
Job Client Service Coordinator at The Principal Financial Group
Industry Investment Management
Experience
Principal Global Investors Client Service CoordinatorThe Principal Financial GroupMarch 1995 - Present
Education
Loras College 1980 — 1984
Bachelor of Applied Science (B.A.Sc.), Busness Management and Marketing
Principal Global Investors Client Service CoordinatorThe Principal Financial GroupMarch 1995 - Present
Education
Loras College 1980 — 1984
Bachelor of Applied Science (B.A.Sc.), Busness Management and Marketing
Katie Everett's Principal Global Investors Experience October 2012 - Present
Job Assistant at Principal Financial Group
Industry Investment Management
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY