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
Maddison Roberts Maddison Roberts's Principal Global Investors Experience May 2015 - Present
Job CMUIntern at Principal Global Investors
Industry
Experience
Principal Global Investors May 2015 - Present
WORN April 2010 - January 2014
Universal Cheerleading Association May 2012 - August 2012
Education
University of Iowa 2012 — 2016
Finance
Principal Global Investors May 2015 - Present
WORN April 2010 - January 2014
Universal Cheerleading Association May 2012 - August 2012
Education
University of Iowa 2012 — 2016
Finance
Scott Breon's Principal Global Investors Experience 2012 - 2013
Job Senior Financial Analyst at The Walt Disney Company
Industry Entertainment
Experience
The Walt Disney Company 2013 - Present
University of Northern Iowa 2014 - Present
Principal Global Investors 2012 - 2013
Mediacom Communications 2010 - 2012
Education
University of Florida 2014 — 2016
Master of Business Administration (MBA), 4.0 GPA
University of Northern Iowa 2008 — 2012
Bachelor of Arts (BA), Finance and Economics
The Walt Disney Company 2013 - Present
University of Northern Iowa 2014 - Present
Principal Global Investors 2012 - 2013
Mediacom Communications 2010 - 2012
Education
University of Florida 2014 — 2016
Master of Business Administration (MBA), 4.0 GPA
University of Northern Iowa 2008 — 2012
Bachelor of Arts (BA), Finance and Economics
Moira Zahn Moira Zahn's Principal Global Investors Experience April 1996 - December 1999
Job Consultant at Spectrum Pension Consultants, Inc.
Industry Human Resources
Experience
Spectrum Pension Consultants, Inc. September 2013 - Present
Capella, Inc. March 2003 - August 2013
Principal Global Investors April 1996 - December 1999
Everen Securities March 1994 - April 1996
Northern Trust 1986 - 1994
Skills
Benefit Plan..., Employee Communication, Retirement Plan Design, Pensions, Investment Management, Internal Communications, Mutual Funds, Business Planning, Employee Benefits, Retirement Planning, Marketing, Retirement, Defined Benefit, 401k, Pension Administration, Financial Advisory
Education
Saint Mary's College 1981 — 1985
Bachelor of Business Administration (BBA), Finance
Spectrum Pension Consultants, Inc. September 2013 - Present
Capella, Inc. March 2003 - August 2013
Principal Global Investors April 1996 - December 1999
Everen Securities March 1994 - April 1996
Northern Trust 1986 - 1994
Skills
Benefit Plan..., Employee Communication, Retirement Plan Design, Pensions, Investment Management, Internal Communications, Mutual Funds, Business Planning, Employee Benefits, Retirement Planning, Marketing, Retirement, Defined Benefit, 401k, Pension Administration, Financial Advisory
Education
Saint Mary's College 1981 — 1985
Bachelor of Business Administration (BBA), Finance
Tyler Zittergruen Tyler Zittergruen's Principal Global Investors Experience May 2007 - August 2007
Job Director at The Blackstone Group
Industry Investment Banking
Experience
The Blackstone Group January 2014 - Present
The Blackstone Group August 2011 - December 2013
BMO Capital Markets July 2008 - June 2011
Principal Global Investors May 2007 - August 2007
Principal Financial Group May 2006 - August 2006
Skills
Financial Modeling, Valuation, Corporate Finance, Private Equity, Financial Analysis, Investment Banking, Due Diligence, Bloomberg, Investments, Mergers, DCF, Portfolio Management, LBO, Capital Markets, Alternative Investments, Asset Managment, Hedge Funds, Venture Capital, Mergers & Acquisitions, Competitive Analysis
Education
University of Iowa 2004 — 2008
Finance, Entrepreneurship
The Blackstone Group January 2014 - Present
The Blackstone Group August 2011 - December 2013
BMO Capital Markets July 2008 - June 2011
Principal Global Investors May 2007 - August 2007
Principal Financial Group May 2006 - August 2006
Skills
Financial Modeling, Valuation, Corporate Finance, Private Equity, Financial Analysis, Investment Banking, Due Diligence, Bloomberg, Investments, Mergers, DCF, Portfolio Management, LBO, Capital Markets, Alternative Investments, Asset Managment, Hedge Funds, Venture Capital, Mergers & Acquisitions, Competitive Analysis
Education
University of Iowa 2004 — 2008
Finance, Entrepreneurship
Alfonzo Bruno Alfonzo Bruno's Principal Global Investors Experience June 2013 - November 2013
Job Associate Investment Analyst IMRF
Industry Investment Management
Experience
IMRF September 2014 - Present
Hewitt EnnisKnupp, an Aon Company December 2013 - September 2014
Principal Global Investors June 2013 - November 2013
University of Iowa Krause Fund August 2012 - December 2012
Allenberg Cotton Co. August 2012 - August 2012
BP June 2012 - June 2012
Water Tower Financial Partners, LLC June 2011 - December 2011
Skills
Equity Valuation, Financial Modeling, Research, Bloomberg Terminal, FactSet, Capital IQ, Financial Analysis, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Accounting, Teamwork, Social Media, Public Speaking, Equities, Investments, Bloomberg, Risk Management, Analysis, Economics, Trading, Fixed Income, Options, Equity Research
Education
University of Iowa - Henry B. Tippie College of Business 2010 — 2013
Bachelor of Business Administration (BBA), Finance, General
IMRF September 2014 - Present
Hewitt EnnisKnupp, an Aon Company December 2013 - September 2014
Principal Global Investors June 2013 - November 2013
University of Iowa Krause Fund August 2012 - December 2012
Allenberg Cotton Co. August 2012 - August 2012
BP June 2012 - June 2012
Water Tower Financial Partners, LLC June 2011 - December 2011
Skills
Equity Valuation, Financial Modeling, Research, Bloomberg Terminal, FactSet, Capital IQ, Financial Analysis, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Accounting, Teamwork, Social Media, Public Speaking, Equities, Investments, Bloomberg, Risk Management, Analysis, Economics, Trading, Fixed Income, Options, Equity Research
Education
University of Iowa - Henry B. Tippie College of Business 2010 — 2013
Bachelor of Business Administration (BBA), Finance, General
Sally Johnson's Principal Global Investors Experience February 1999 - May 2001
Job Vice President Sales & Marketing at WealthPlan Advisors
Industry Financial Services
Experience
Wealth Plan Advisors August 2014 - Present
Principal Financial Group January 2010 - Present
Principal Financial Group May 2001 - January 2010
Principal Global Investors February 1999 - May 2001
Skills
401k, Retirement, Investments, Retirement Planning, Management, Marketing Strategy, Marketing Communications, Marketing, Financial Services, Asset Allocation, Defined Benefit
Education
Simpson College 1994 — 1998
Bachelor's Degree, College of Business
Wealth Plan Advisors August 2014 - Present
Principal Financial Group January 2010 - Present
Principal Financial Group May 2001 - January 2010
Principal Global Investors February 1999 - May 2001
Skills
401k, Retirement, Investments, Retirement Planning, Management, Marketing Strategy, Marketing Communications, Marketing, Financial Services, Asset Allocation, Defined Benefit
Education
Simpson College 1994 — 1998
Bachelor's Degree, College of Business
Michael DeLay Michael DeLay's Principal Global Investors Experience May 1997 - August 2007
Job Developer TMC Transportation
Industry Information Technology and Services
Experience
TMC Transportation February 2015 - Present
Voya Financial April 2014 - Present
Textura Corporation February 2014 - Present
Aviva Investors August 2012 - November 2013
Wells Fargo August 2007 - July 2012
Principal Global Investors May 1997 - August 2007
Skills
C#, MongoDB, Microsoft SQL Server, JavaScript, CSS, TFS, SOA, .Net, Visio, HTML5, Agile Methodologies, Visual Studio
Education
Simpson College 1997 — 1999
Bachelor of Science (BS)
TMC Transportation February 2015 - Present
Voya Financial April 2014 - Present
Textura Corporation February 2014 - Present
Aviva Investors August 2012 - November 2013
Wells Fargo August 2007 - July 2012
Principal Global Investors May 1997 - August 2007
Skills
C#, MongoDB, Microsoft SQL Server, JavaScript, CSS, TFS, SOA, .Net, Visio, HTML5, Agile Methodologies, Visual Studio
Education
Simpson College 1997 — 1999
Bachelor of Science (BS)
Brock Gilbert Brock Gilbert's Principal Global Investors Experience December 2012 - December 2013
Job Account Coordinator at Integrated Marketing Solutions
Industry Marketing and Advertising
Experience
Integrated Marketing Solutions August 2014 - Present
Sedgwick February 2014 - June 2014
Principal Global Investors December 2012 - December 2013
The University of Iowa September 2012 - December 2012
Skills
Finance, Financial Analysis, Customer Satisfaction, Microsoft Excel, Financial Modeling, Data Analysis, Accounting, Analysis, Access, Leadership, Investments, Time Management, Valuation, Teamwork, Economics
Education
The University of Iowa, Tippie College of Business
Bachelor of Business Administration, Finance
University of Iowa
Bachelor of Business Administration (BBA), Finance, General
Integrated Marketing Solutions August 2014 - Present
Sedgwick February 2014 - June 2014
Principal Global Investors December 2012 - December 2013
The University of Iowa September 2012 - December 2012
Skills
Finance, Financial Analysis, Customer Satisfaction, Microsoft Excel, Financial Modeling, Data Analysis, Accounting, Analysis, Access, Leadership, Investments, Time Management, Valuation, Teamwork, Economics
Education
The University of Iowa, Tippie College of Business
Bachelor of Business Administration, Finance
University of Iowa
Bachelor of Business Administration (BBA), Finance, General
Shawn Plunkett Shawn Plunkett's Principal Global Investors Experience 2013 - Present
Job Financial Advisor/ Investment Advisor Representative / Princor Registered Representative at Principal Global Investors
Industry Investment Management
Experience
Principal Global Investors 2013 - Present
Merrill Lynch October 2010 - May 2012
Skills
401K, Executive Benefit..., Key Person Insurance, 403B, SEP IRA, Simple IRA, Variable Annuities, Fixed Annuities, Asset Allocation, Business Continuation..., Business Overhead..., Buy-sell Agreements, Buy-Sell Review, Charitable Giving, College Fund Strategies, Deferred Compensation..., Dental Insurance, Disability Income..., Estate Planning, Executive Benefits..., Financial Needs Analysis, Income Protection, Informal Business..., IRAs (Traditional &..., Long-Term Care Insurance, Mutual Funds, Pension Plans, Salary Continuation, Series 7, 66..., Split Dollar Plans, Supplemental Retirement..., Survivor Income, Tax-Deferred Savings, Term Life Insurance, Universal Life Insurance, Wellness Programs, Wealth Accumulation
Education
University of California, Davis
Principal Global Investors 2013 - Present
Merrill Lynch October 2010 - May 2012
Skills
401K, Executive Benefit..., Key Person Insurance, 403B, SEP IRA, Simple IRA, Variable Annuities, Fixed Annuities, Asset Allocation, Business Continuation..., Business Overhead..., Buy-sell Agreements, Buy-Sell Review, Charitable Giving, College Fund Strategies, Deferred Compensation..., Dental Insurance, Disability Income..., Estate Planning, Executive Benefits..., Financial Needs Analysis, Income Protection, Informal Business..., IRAs (Traditional &..., Long-Term Care Insurance, Mutual Funds, Pension Plans, Salary Continuation, Series 7, 66..., Split Dollar Plans, Supplemental Retirement..., Survivor Income, Tax-Deferred Savings, Term Life Insurance, Universal Life Insurance, Wellness Programs, Wealth Accumulation
Education
University of California, Davis
Keran Chen Keran Chen's Principal Global Investors Experience May 2015 - Present
Job Equity Research Analyst at Principal Global Investors
Industry Insurance
Experience
Principal Global Investors May 2015 - Present
Ledongli January 2015 - May 2015
Credit Suisse Founder Securities Limited June 2013 - August 2013
China Foundation for Poverty Alleviation June 2012 - August 2013
United Nations Children's Fund June 2009 - August 2009
Skills
Actuarial Science, R, SAS Programming, Problem Solving, Microsoft Office, Data Analysis, Matlab, Microsoft Excel, Research, SAS, Statistics, C++, Analysis, Microsoft Word, Python, Mathematics, FactSet, Equity Investment
Education
University of Illinois at Urbana-Champaign 2011 — 2014
Mathematics(Operation Research), 3.8/4.0
Peking University Health Science Center 2009 — 2011
Basic Medical Science, 3.6/4.0
Principal Global Investors May 2015 - Present
Ledongli January 2015 - May 2015
Credit Suisse Founder Securities Limited June 2013 - August 2013
China Foundation for Poverty Alleviation June 2012 - August 2013
United Nations Children's Fund June 2009 - August 2009
Skills
Actuarial Science, R, SAS Programming, Problem Solving, Microsoft Office, Data Analysis, Matlab, Microsoft Excel, Research, SAS, Statistics, C++, Analysis, Microsoft Word, Python, Mathematics, FactSet, Equity Investment
Education
University of Illinois at Urbana-Champaign 2011 — 2014
Mathematics(Operation Research), 3.8/4.0
Peking University Health Science Center 2009 — 2011
Basic Medical Science, 3.6/4.0
Ben Fogle Ben Fogle's Principal Global Investors Experience October 1998 - August 2009
Job Vice President Capital Markets at Farm Credit Services of America
Industry Investment Management
Experience
Cystic Fibrosis Foundation 2013 - Present
ACG Nebraska 2013 - Present
Farm Credit Services of America October 2012 - Present
Paradigm Realty Consultants, LLC October 2012 - Present
Jasper Stone Partners December 2009 - October 2012
Principal Global Investors October 1998 - August 2009
Education
University of Iowa - Henry B. Tippie College of Business 1999 — 2002
MBA, Finance
University of Northern Iowa
BA, Finance; real estate emphasis
Cystic Fibrosis Foundation 2013 - Present
ACG Nebraska 2013 - Present
Farm Credit Services of America October 2012 - Present
Paradigm Realty Consultants, LLC October 2012 - Present
Jasper Stone Partners December 2009 - October 2012
Principal Global Investors October 1998 - August 2009
Education
University of Iowa - Henry B. Tippie College of Business 1999 — 2002
MBA, Finance
University of Northern Iowa
BA, Finance; real estate emphasis
Adi Sehic's Principal Global Investors Experience May 2013 - May 2014
Job Analyst & Trader
Industry Investment Management
Experience
DB Fitzpatrick & Co. September 2014 - Present
Personal Investment Portfolio 2006 - Present
Principal Global Investors May 2013 - May 2014
Krause Fund August 2012 - December 2012
United States Department of Defense June 2012 - August 2012
United States Senate June 2011 - August 2011
Skills
Security Analysis, Excel models, Bloomberg, Exercise Physiology, Theoretical Physics, Debate, Valuation, Portfolio Management, Investment Strategies, Equities
Education
University of Iowa 2009 — 2013
Bachelor's degree, Finance and Financial Management Services
University of Iowa - Henry B. Tippie College of Business 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
DB Fitzpatrick & Co. September 2014 - Present
Personal Investment Portfolio 2006 - Present
Principal Global Investors May 2013 - May 2014
Krause Fund August 2012 - December 2012
United States Department of Defense June 2012 - August 2012
United States Senate June 2011 - August 2011
Skills
Security Analysis, Excel models, Bloomberg, Exercise Physiology, Theoretical Physics, Debate, Valuation, Portfolio Management, Investment Strategies, Equities
Education
University of Iowa 2009 — 2013
Bachelor's degree, Finance and Financial Management Services
University of Iowa - Henry B. Tippie College of Business 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Warren Hoelscher's Principal Global Investors Experience May 2007 - December 2008
Job Software Development Manager at Telligen
Industry Information Technology and Services
Experience
Telligen August 2011 - Present
Big Barn Harley Davidson March 2012 - Present
Central Iowa Marathons and Triathlons 2009 - Present
Des Moines Area Community College March 2006 - Present
IFMC March 2009 - August 2011
Principal Global Investors May 2007 - December 2008
Marsh September 2005 - May 2007
Iowa Valley Community College District December 2000 - August 2005
Illinois Army National Guard 1996 - 2001
Boeing Aircraft & Missiles August 1998 - October 2000
Skills
Healthcare Information..., Process Improvement, Business Analysis, SDLC, Quality Assurance, Customer-focused, Problem Solving, Adult Learning..., Training Facilitation, Requirements Analysis, SharePoint, Software Documentation, Databases, Training, Vendor Management
Education
Webster University 1998 — 2000
MA, Information Management
Southern Illinois University, Carbondale 1995 — 1997
BS, Aviation Management
Telligen August 2011 - Present
Big Barn Harley Davidson March 2012 - Present
Central Iowa Marathons and Triathlons 2009 - Present
Des Moines Area Community College March 2006 - Present
IFMC March 2009 - August 2011
Principal Global Investors May 2007 - December 2008
Marsh September 2005 - May 2007
Iowa Valley Community College District December 2000 - August 2005
Illinois Army National Guard 1996 - 2001
Boeing Aircraft & Missiles August 1998 - October 2000
Skills
Healthcare Information..., Process Improvement, Business Analysis, SDLC, Quality Assurance, Customer-focused, Problem Solving, Adult Learning..., Training Facilitation, Requirements Analysis, SharePoint, Software Documentation, Databases, Training, Vendor Management
Education
Webster University 1998 — 2000
MA, Information Management
Southern Illinois University, Carbondale 1995 — 1997
BS, Aviation Management
Nick Litwiller, PMP Nick Litwiller, PMP's Principal Global Investors Experience May 2010 - December 2010
Job Commercial Real Estate Professional at Bluestone Project Solutions
Industry Real Estate
Experience
Bluestone Project Solutions December 2010 - Present
Principal Global Investors May 2010 - December 2010
Aviva Investors May 2009 - January 2010
J. Michael Real Estate November 2008 - May 2009
Nationwide Insurance May 2007 - October 2008
Skills
Commercial Real Estate, Financial Analysis, Real Estate, Real Estate Development, Valuation, Asset Management, Investments, Management, Contract Negotiation, Customer Service, Project Management, Strategic Planning, Forecasting, Portfolio Management, Real Estate Economics, Investment Properties, Asset Managment, Microsoft Excel, Appraisals, Leases, Consulting, Microsoft Powerpoint, PowerPoint, Project Planning, Microsoft Office
Education
University of Iowa - Henry B. Tippie College of Business 2006 — 2010
B.B.A, Finance
Bluestone Project Solutions December 2010 - Present
Principal Global Investors May 2010 - December 2010
Aviva Investors May 2009 - January 2010
J. Michael Real Estate November 2008 - May 2009
Nationwide Insurance May 2007 - October 2008
Skills
Commercial Real Estate, Financial Analysis, Real Estate, Real Estate Development, Valuation, Asset Management, Investments, Management, Contract Negotiation, Customer Service, Project Management, Strategic Planning, Forecasting, Portfolio Management, Real Estate Economics, Investment Properties, Asset Managment, Microsoft Excel, Appraisals, Leases, Consulting, Microsoft Powerpoint, PowerPoint, Project Planning, Microsoft Office
Education
University of Iowa - Henry B. Tippie College of Business 2006 — 2010
B.B.A, Finance
Tyler O'Donnell Tyler O'Donnell's Principal Global Investors Experience August 2015 - Present
Job Portfolio Management Associate at Principal Global Investors
Industry Financial Services
Experience
Principal Global Investors August 2015 - Present
Aspen Technology March 2014 - August 2015
The University of Iowa August 2012 - May 2013
Iowa State University January 2011 - May 2011
Skills
SaaS, Microsoft Visio, Communication, Project Management, Mathematics, Biochemistry, Interpersonal Skill, Self-starter, Highly Motivated, Outlook Express, Statistics, Leadership, Microsoft Excel
Education
University of Iowa 2009 — 2013
Bachelor of Arts (BA), Mathematics
University of Iowa 2009 — 2013
Bachelor of Science (BS), Biochemistry
Principal Global Investors August 2015 - Present
Aspen Technology March 2014 - August 2015
The University of Iowa August 2012 - May 2013
Iowa State University January 2011 - May 2011
Skills
SaaS, Microsoft Visio, Communication, Project Management, Mathematics, Biochemistry, Interpersonal Skill, Self-starter, Highly Motivated, Outlook Express, Statistics, Leadership, Microsoft Excel
Education
University of Iowa 2009 — 2013
Bachelor of Arts (BA), Mathematics
University of Iowa 2009 — 2013
Bachelor of Science (BS), Biochemistry
Maggie Reeves Maggie Reeves's Principal Global Investors Experience January 2008 - August 2008
Job Financial Analyst at Integrated DNA Technologies
Industry Insurance
Experience
Integrated DNA Technologies February 2015 - Present
Aegon USA Investment Management, LLC February 2012 - February 2015
Transamerica February 2009 - February 2012
Principal Global Investors January 2008 - August 2008
Skills
Financial Analysis, Accounting, Microsoft Excel, Process Improvement, Finance, Financial Reporting, Microsoft Office, Investments
Education
University of Iowa 2011 — 2014
Master of Business Administration (M.B.A.)
University of Iowa 2004 — 2008
Bachelor of Business Administration (BBA), Finance
University of Iowa 2004 — 2008
Bachelor of Business Administration (BBA), Marketing
Integrated DNA Technologies February 2015 - Present
Aegon USA Investment Management, LLC February 2012 - February 2015
Transamerica February 2009 - February 2012
Principal Global Investors January 2008 - August 2008
Skills
Financial Analysis, Accounting, Microsoft Excel, Process Improvement, Finance, Financial Reporting, Microsoft Office, Investments
Education
University of Iowa 2011 — 2014
Master of Business Administration (M.B.A.)
University of Iowa 2004 — 2008
Bachelor of Business Administration (BBA), Finance
University of Iowa 2004 — 2008
Bachelor of Business Administration (BBA), Marketing
James Robinson, CIMA, CFP's Principal Global Investors Experience July 2004 - December 2010
Job Senior Regional Director at Principal Funds
Industry Financial Services
Experience
Principal Funds December 2010 - Present
Principal Global Investors July 2004 - December 2010
Education
University of Central Florida 1990 — 1991
MBA, Finance
University of Central Florida 1984 — 1988
BSBA, Finance
Principal Funds December 2010 - Present
Principal Global Investors July 2004 - December 2010
Education
University of Central Florida 1990 — 1991
MBA, Finance
University of Central Florida 1984 — 1988
BSBA, Finance
T.J. Monner's Principal Global Investors Experience May 2011 - Present
Job Investment Accounting Analyst at Principal Global Investors
Industry Accounting
Experience
Principal Global Investors May 2011 - Present
Ernst & Young September 2008 - June 2011
Ernst & Young January 2007 - March 2007
Cahaba GBA May 2006 - August 2006
Skills
Accounting
Education
University of Iowa 2003 — 2008
Masters, Accounting
Principal Global Investors May 2011 - Present
Ernst & Young September 2008 - June 2011
Ernst & Young January 2007 - March 2007
Cahaba GBA May 2006 - August 2006
Skills
Accounting
Education
University of Iowa 2003 — 2008
Masters, Accounting
Jie (Vincent) Chen Jie (Vincent) Chen's Principal Global Investors Experience June 2011 - August 2011
Job Financial Engineer at Fannie Mae
Industry Financial Services
Experience
Fannie Mae October 2012 - Present
Principal Global Investors June 2011 - August 2011
Georgia Institute of Technology September 2010 - May 2011
Beijing Runs-World Technology CO., LTD March 2008 - May 2010
Beijing Runs-World Technology CO., LTD September 2004 - September 2008
Skills
R, Matlab, SQL, C++, Java, Bloomberg, SAS, Python, Market Risk, Derivatives, Fixed Income, Valuation, Equities, VBA, Analytics, Financial Modeling
Education
Georgia Institute of Technology - Georgia Tech College of Management 2010 — 2012
Master of Science (M.Sc.), Quantitative and Computational Finance
Tsinghua University 2000 — 2004
Bachelor of Engineering (BEng), Civil Engineering
Fannie Mae October 2012 - Present
Principal Global Investors June 2011 - August 2011
Georgia Institute of Technology September 2010 - May 2011
Beijing Runs-World Technology CO., LTD March 2008 - May 2010
Beijing Runs-World Technology CO., LTD September 2004 - September 2008
Skills
R, Matlab, SQL, C++, Java, Bloomberg, SAS, Python, Market Risk, Derivatives, Fixed Income, Valuation, Equities, VBA, Analytics, Financial Modeling
Education
Georgia Institute of Technology - Georgia Tech College of Management 2010 — 2012
Master of Science (M.Sc.), Quantitative and Computational Finance
Tsinghua University 2000 — 2004
Bachelor of Engineering (BEng), Civil Engineering
Deena Fischer Deena Fischer's Principal Global Investors Experience February 2010 - Present
Job Sr Financial Accounting Analyst at Principal Global Investors
Industry Investment Management
Experience
Principal Global Investors February 2010 - Present
Principal Global Investors October 2007 - February 2010
Principal Global Investors June 2005 - October 2007
Principal Global Investors May 2004 - June 2005
Principal Global Investors May 1998 - May 2004
Skills
SQL, PeopleSoft, Charles River Trading..., Microsoft Office, Financial Reporting, Corporate Actions, Financial Accounting, Bloomberg, Process Improvement, Fund Accounting, PAM for Securities, Portia, Business Analysis, Securities, Outlook, Investments, Accounting, Financial Analysis, Valuation, Derivatives, Finance, Bonds, Equities, Fixed Income
Education
Truman State University 1994 — 1998
BA, Accounting
Principal Global Investors February 2010 - Present
Principal Global Investors October 2007 - February 2010
Principal Global Investors June 2005 - October 2007
Principal Global Investors May 2004 - June 2005
Principal Global Investors May 1998 - May 2004
Skills
SQL, PeopleSoft, Charles River Trading..., Microsoft Office, Financial Reporting, Corporate Actions, Financial Accounting, Bloomberg, Process Improvement, Fund Accounting, PAM for Securities, Portia, Business Analysis, Securities, Outlook, Investments, Accounting, Financial Analysis, Valuation, Derivatives, Finance, Bonds, Equities, Fixed Income
Education
Truman State University 1994 — 1998
BA, Accounting
Jim Elmer Jim Elmer's Principal Global Investors Experience February 2000 - Present
Job Senior Regional Equity Controller at Principal Global Investors
Industry Investment Management
Experience
United States Soccer Federation April 2003 - Present
Principal Global Investors February 2000 - Present
Clear Channel Radio - Des Moines, IA July 1997 - February 2000
Wells Fargo Home Mortgage August 1995 - July 1997
Skills
Accounting, Financial Reporting, Financial Analysis, Asset Management, Finance, Investments, Portfolio Management, Strategic Financial..., Due Diligence, Real Estate, Credit, Managerial Finance, Asset Managment, Property Management, Microsoft Excel, Tax, Client Service Oriented, Valuation, Forecasting, Management, Financial Accounting, Customer Service, Microsoft Office, Budgets, Public Speaking, Financial Modeling, General Ledger, Leadership
Education
University of Iowa
Bachelor of Business Administration (BBA), Accounting and Finance
United States Soccer Federation April 2003 - Present
Principal Global Investors February 2000 - Present
Clear Channel Radio - Des Moines, IA July 1997 - February 2000
Wells Fargo Home Mortgage August 1995 - July 1997
Skills
Accounting, Financial Reporting, Financial Analysis, Asset Management, Finance, Investments, Portfolio Management, Strategic Financial..., Due Diligence, Real Estate, Credit, Managerial Finance, Asset Managment, Property Management, Microsoft Excel, Tax, Client Service Oriented, Valuation, Forecasting, Management, Financial Accounting, Customer Service, Microsoft Office, Budgets, Public Speaking, Financial Modeling, General Ledger, Leadership
Education
University of Iowa
Bachelor of Business Administration (BBA), Accounting and Finance
Vamsee Sistla Vamsee Sistla's Principal Global Investors Experience January 2011 - September 2012
Job Account Technology Strategist ► Sales Professional ♦ Enterprise Software ♦ Healthcare at Microsoft
Industry Computer Software
Experience
Microsoft September 2014 - Present
Microsoft August 2012 - August 2014
Principal Global Investors January 2011 - September 2012
Principal Global Investors June 2009 - January 2011
Principal Global Investors April 2007 - June 2009
Principal Financial Group August 2001 - April 2007
Skills
Cloud Computing, IT Strategy, Business Analysis, Enterprise Architecture, SharePoint, Business Intelligence, SDLC, Requirements Analysis, Software Project..., Solution Architecture, Vendor Management, Virtualization, Enterprise Software, IT Management, Business Process, Portfolio Management, Project Management, Microsoft SQL Server, Pre-sales, Management, Leadership, Architecture, SaaS, Information Technology, Integration, Infrastructure, Disaster Recovery, Networking, Solution Selling, Data Center, Microsoft Technologies, Professional Services, Strategy, CRM, Product Management, Strategic Partnerships, Security
Education
Truman State University 1998 — 2001
Bachelor of Science (BS), Computer Science, 3.73
Microsoft September 2014 - Present
Microsoft August 2012 - August 2014
Principal Global Investors January 2011 - September 2012
Principal Global Investors June 2009 - January 2011
Principal Global Investors April 2007 - June 2009
Principal Financial Group August 2001 - April 2007
Skills
Cloud Computing, IT Strategy, Business Analysis, Enterprise Architecture, SharePoint, Business Intelligence, SDLC, Requirements Analysis, Software Project..., Solution Architecture, Vendor Management, Virtualization, Enterprise Software, IT Management, Business Process, Portfolio Management, Project Management, Microsoft SQL Server, Pre-sales, Management, Leadership, Architecture, SaaS, Information Technology, Integration, Infrastructure, Disaster Recovery, Networking, Solution Selling, Data Center, Microsoft Technologies, Professional Services, Strategy, CRM, Product Management, Strategic Partnerships, Security
Education
Truman State University 1998 — 2001
Bachelor of Science (BS), Computer Science, 3.73
Brian Beckett, CPA, CFA Brian Beckett, CPA, CFA's Principal Global Investors Experience May 2010 - November 2013
Job Director, Accounting Policy Investments at Athene USA
Industry Investment Management
Experience
Athene USA December 2014 - Present
Institute of Management Accountants-Des Moines, IA November 2009 - Present
Principal International November 2013 - December 2014
Principal Global Investors May 2010 - November 2013
Principal Life Insurance Company October 2008 - May 2010
McGladrey & Pullen September 2006 - October 2008
Skills
Financial Reporting, Accounting, Auditing, Internal Controls, Insurance, Employee Benefits, Microsoft Excel, Reinsurance, Manufacturing, Management Accounting, Expense Management, Structured Finance, SQL, Allocations, CPA, Finance, Financial Services, Financial Forecasting, Financial Audits, Journal Entries, Financial Accounting
Education
University of Iowa - Henry B. Tippie College of Business 2010 — 2013
MBA, Finance
University of Iowa - Henry B. Tippie College of Business 2000 — 2006
Accounting, Mathematics
Athene USA December 2014 - Present
Institute of Management Accountants-Des Moines, IA November 2009 - Present
Principal International November 2013 - December 2014
Principal Global Investors May 2010 - November 2013
Principal Life Insurance Company October 2008 - May 2010
McGladrey & Pullen September 2006 - October 2008
Skills
Financial Reporting, Accounting, Auditing, Internal Controls, Insurance, Employee Benefits, Microsoft Excel, Reinsurance, Manufacturing, Management Accounting, Expense Management, Structured Finance, SQL, Allocations, CPA, Finance, Financial Services, Financial Forecasting, Financial Audits, Journal Entries, Financial Accounting
Education
University of Iowa - Henry B. Tippie College of Business 2010 — 2013
MBA, Finance
University of Iowa - Henry B. Tippie College of Business 2000 — 2006
Accounting, Mathematics
Carrie Mears, CFA, CPA Carrie Mears, CFA, CPA's Principal Global Investors Experience March 2010 - Present
Job Relationship Manager at Principal Global Investors
Industry Financial Services
Experience
Principal Global Investors March 2010 - Present
Principal Global Investors June 2004 - February 2010
Ernst and Young August 2002 - June 2004
Skills
Investments, Financial Analysis, Fixed Income, Securities, Financial Reporting, Bonds, Accounting, Derivatives, Corporate Finance, Equities, Credit, Financial Statement...
Education
University of Iowa - Henry B. Tippie College of Business 2006 — 2009
MBA, Finance
University of Illinois at Urbana-Champaign - College of Business 1998 — 2002
BS / MAS, Accounting
Principal Global Investors March 2010 - Present
Principal Global Investors June 2004 - February 2010
Ernst and Young August 2002 - June 2004
Skills
Investments, Financial Analysis, Fixed Income, Securities, Financial Reporting, Bonds, Accounting, Derivatives, Corporate Finance, Equities, Credit, Financial Statement...
Education
University of Iowa - Henry B. Tippie College of Business 2006 — 2009
MBA, Finance
University of Illinois at Urbana-Champaign - College of Business 1998 — 2002
BS / MAS, Accounting
David Eckley David Eckley's Principal Global Investors Experience January 2015 - Present
Job Commercial Mortgage Servicing Intern at Principal Global Investors
Industry Financial Services
Experience
Principal Global Investors January 2015 - Present
Phi Kappa Psi, Iowa Alpha November 2013 - Present
Phi Kappa Psi, Iowa Alpha January 2014 - January 2015
Phi Kappa Psi, Iowa Alpha August 2013 - January 2014
Skills
Observant, Team Player,..., PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Office, Teamwork, Time Management, Social Media, Customer Service, Public Speaking, Facebook, Event Planning, Leadership, Social Networking, Research
Education
University of Iowa 2012 — 2016
Bachelor of Business Administration (BBA), Finance, General
Des Moines Roosevelt High School 2008 — 2012
Principal Global Investors January 2015 - Present
Phi Kappa Psi, Iowa Alpha November 2013 - Present
Phi Kappa Psi, Iowa Alpha January 2014 - January 2015
Phi Kappa Psi, Iowa Alpha August 2013 - January 2014
Skills
Observant, Team Player,..., PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Office, Teamwork, Time Management, Social Media, Customer Service, Public Speaking, Facebook, Event Planning, Leadership, Social Networking, Research
Education
University of Iowa 2012 — 2016
Bachelor of Business Administration (BBA), Finance, General
Des Moines Roosevelt High School 2008 — 2012
Molly Daggett Molly Daggett's Principal Global Investors Experience February 2015 - Present
Job Associate Global Marketing Consultant
Industry Marketing and Advertising
Experience
Principal Global Investors February 2015 - Present
Principal Global Investors August 2013 - February 2015
Wells Fargo Home Mortgage June 2012 - August 2013
OMI Industries October 2010 - April 2012
The Airliner Bar and Restaurant February 2008 - August 2010
Skills
Event Management, Trade Shows, Marketing Communications, Public Relations, Marketing Strategy, Brand Awareness, Social Media Marketing, Social Networking, Sales, Customer Service
Education
University of Iowa 2006 — 2010
B.A., Business Studies
Principal Global Investors February 2015 - Present
Principal Global Investors August 2013 - February 2015
Wells Fargo Home Mortgage June 2012 - August 2013
OMI Industries October 2010 - April 2012
The Airliner Bar and Restaurant February 2008 - August 2010
Skills
Event Management, Trade Shows, Marketing Communications, Public Relations, Marketing Strategy, Brand Awareness, Social Media Marketing, Social Networking, Sales, Customer Service
Education
University of Iowa 2006 — 2010
B.A., Business Studies
Cody Myers Cody Myers's Principal Global Investors Experience January 2006 - July 2006
Job Leadership Development Program for Supply Chain Buyer/Planner at Eaton
Industry Aviation & Aerospace
Experience
Eaton July 2014 - Present
Eaton Corporation July 2013 - July 2014
3M May 2012 - August 2012
Wells Fargo Home Mortgage January 2009 - August 2011
Foreign Enterprise Service Co. Ltd and Volkswagen FAW March 2008 - November 2008
Wirtschaftsakademie Schleswig-Holstein February 2007 - June 2007
Principal Global Investors January 2006 - July 2006
Skills
Pivot Tables, Microsoft Excel, Microsoft Word, Lotus Notes, PowerPoint, Management, Leadership, Business Analysis, Social Media, Project Management, Inventory Management, Data Analysis, Visio, Public Speaking, Six Sigma, Training, Process Improvement
Education
University of Iowa - Henry B. Tippie College of Business 2011 — 2013
MBA, Supply Chain and Analytics
University of Northern Iowa 2002 — 2007
B.A., FInance, Economics, Russian
Eaton July 2014 - Present
Eaton Corporation July 2013 - July 2014
3M May 2012 - August 2012
Wells Fargo Home Mortgage January 2009 - August 2011
Foreign Enterprise Service Co. Ltd and Volkswagen FAW March 2008 - November 2008
Wirtschaftsakademie Schleswig-Holstein February 2007 - June 2007
Principal Global Investors January 2006 - July 2006
Skills
Pivot Tables, Microsoft Excel, Microsoft Word, Lotus Notes, PowerPoint, Management, Leadership, Business Analysis, Social Media, Project Management, Inventory Management, Data Analysis, Visio, Public Speaking, Six Sigma, Training, Process Improvement
Education
University of Iowa - Henry B. Tippie College of Business 2011 — 2013
MBA, Supply Chain and Analytics
University of Northern Iowa 2002 — 2007
B.A., FInance, Economics, Russian
Rick Massa Rick Massa's Principal Global Investors Experience 2005 - 2009
Job Senior Asset Manager at American Realty Advisors
Industry Investment Management
Experience
American Realty Advisors May 2011 - Present
Caisson Capital Advisors April 2009 - May 2011
Principal Global Investors 2005 - 2009
Principal Global Investors 2004 - 2005
Principal Global Investors 2001 - 2004
Skills
Asset Managment, Due Diligence, Investments, Portfolio Management, Asset Management, Disposition, Private Equity, Real Estate, Commercial Real Estate, Acquisitions, Investment Properties, Management, Leases, Real Estate Economics, Joint Ventures, Finance, Real Estate Private..., Valuation, Investment Strategies, Real Estate Financing, Investment Banking, Brokerage
Education
University of Iowa - Henry B. Tippie College of Business
MBA
University of Northern Iowa
BA, Economics
American Realty Advisors May 2011 - Present
Caisson Capital Advisors April 2009 - May 2011
Principal Global Investors 2005 - 2009
Principal Global Investors 2004 - 2005
Principal Global Investors 2001 - 2004
Skills
Asset Managment, Due Diligence, Investments, Portfolio Management, Asset Management, Disposition, Private Equity, Real Estate, Commercial Real Estate, Acquisitions, Investment Properties, Management, Leases, Real Estate Economics, Joint Ventures, Finance, Real Estate Private..., Valuation, Investment Strategies, Real Estate Financing, Investment Banking, Brokerage
Education
University of Iowa - Henry B. Tippie College of Business
MBA
University of Northern Iowa
BA, Economics
Kimerlee O'Hara Kimerlee O'Hara's Principal Global Investors Experience December 2011 - March 2013
Job Technical Writer for Wells Fargo through TEKsystems
Industry Financial Services
Experience
ZeroChaos August 2013 - August 2014
Principal Global Investors December 2011 - March 2013
Joyful Inner Self March 2011 - December 2011
O'Hara Coaching April 2010 - December 2011
ADP December 2009 - February 2010
O'Hara Personal Coach January 1997 - October 2009
Bening Financial Organization June 1988 - May 1997
Central Life Assurance Company March 1985 - May 1988
Skills
Editing, Personal Development, Computer Proficiency, Hands-on Problem Solver, Organizational..., Highly resourceful, Training, Management, Business Analysis, Public Speaking
Education
Southern Illinois University School of Law 1975 — 1978
JD, Law
University of Illinois at Urbana-Champaign 1972 — 1975
BA, Psychology
American College 1984 — 1986
CLU/ChFC, Chartered Life Underwriter/Chartered Financial Consultant
ZeroChaos August 2013 - August 2014
Principal Global Investors December 2011 - March 2013
Joyful Inner Self March 2011 - December 2011
O'Hara Coaching April 2010 - December 2011
ADP December 2009 - February 2010
O'Hara Personal Coach January 1997 - October 2009
Bening Financial Organization June 1988 - May 1997
Central Life Assurance Company March 1985 - May 1988
Skills
Editing, Personal Development, Computer Proficiency, Hands-on Problem Solver, Organizational..., Highly resourceful, Training, Management, Business Analysis, Public Speaking
Education
Southern Illinois University School of Law 1975 — 1978
JD, Law
University of Illinois at Urbana-Champaign 1972 — 1975
BA, Psychology
American College 1984 — 1986
CLU/ChFC, Chartered Life Underwriter/Chartered Financial Consultant
Mike Wiemers Mike Wiemers's Principal Global Investors Experience May 2014 - Present
Job Investment Operations at Principal Global Investors
Industry Investment Management
Experience
Principal Global Investors May 2014 - Present
Scheels January 2013 - April 2014
Skills
Sales, Retail, Banking, Finance, Time Management, Financial Markets, Microsoft Office, Financial Analysis, Financial Statements, Fixed Income, Microsoft Excel
Education
University of Iowa 2011 — 2014
Bachelor of Business Administration (BBA), Finance, Senior
2016 Level II Candidate in the CFA Program
Principal Global Investors May 2014 - Present
Scheels January 2013 - April 2014
Skills
Sales, Retail, Banking, Finance, Time Management, Financial Markets, Microsoft Office, Financial Analysis, Financial Statements, Fixed Income, Microsoft Excel
Education
University of Iowa 2011 — 2014
Bachelor of Business Administration (BBA), Finance, Senior
2016 Level II Candidate in the CFA Program
Allison Kajewski Allison Kajewski's Principal Global Investors Experience April 2015 - Present
Job Commercial Mortgage Financial Accountant with PrinREI
Industry Accounting
Experience
Principal Global Investors April 2015 - Present
Principal Financial Group January 2014 - April 2015
Collins Community Credit Union January 2013 - January 2014
The University of Iowa Hospitals and Clinics August 2011 - January 2013
Kossuth and Palo Alto County Economic Development Corporation May 2011 - August 2011
Aeropostale May 2010 - January 2011
Chrome Country Inn June 2005 - May 2010
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Leadership, Finance, Time Management, Accounting, Payroll, Outlook, Event Planning, Sales, Public Speaking, Banking, Telephone Skills, Loans, Nonprofits, Employee Relations, Credit, Retail, Community Outreach, Editing, Data Entry, Cash Management, Credit Analysis, Analysis, Insurance, Management, Marketing, Social Media, Team Building, Training, Strategic Planning
Education
University of Iowa 2010 — 2013
Bachelor of Business Administration (BBA), Finance, General
Algona High School
Principal Global Investors April 2015 - Present
Principal Financial Group January 2014 - April 2015
Collins Community Credit Union January 2013 - January 2014
The University of Iowa Hospitals and Clinics August 2011 - January 2013
Kossuth and Palo Alto County Economic Development Corporation May 2011 - August 2011
Aeropostale May 2010 - January 2011
Chrome Country Inn June 2005 - May 2010
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Leadership, Finance, Time Management, Accounting, Payroll, Outlook, Event Planning, Sales, Public Speaking, Banking, Telephone Skills, Loans, Nonprofits, Employee Relations, Credit, Retail, Community Outreach, Editing, Data Entry, Cash Management, Credit Analysis, Analysis, Insurance, Management, Marketing, Social Media, Team Building, Training, Strategic Planning
Education
University of Iowa 2010 — 2013
Bachelor of Business Administration (BBA), Finance, General
Algona High School
Brice Sheeder's Principal Global Investors Experience June 2015 - Present
Job Student at Simpson College
Industry Accounting
Experience
Principal Global Investors June 2015 - Present
Skills
Microsoft Excel, PowerPoint, Social Media, Social Networking, Microsoft Word, Leadership, Accounting, Outlook, Journal Entries, NetSuite, PeopleSoft, Business Objects, Crystal Reports, Essbase, Smartview, Bloomberg, Bloomberg Terminal, SunGard, InvestOne
Education
Simpson College 2011 — 2015
Bachelor of Arts (BA), Accounting
Principal Global Investors June 2015 - Present
Skills
Microsoft Excel, PowerPoint, Social Media, Social Networking, Microsoft Word, Leadership, Accounting, Outlook, Journal Entries, NetSuite, PeopleSoft, Business Objects, Crystal Reports, Essbase, Smartview, Bloomberg, Bloomberg Terminal, SunGard, InvestOne
Education
Simpson College 2011 — 2015
Bachelor of Arts (BA), Accounting
Michael F. Beck Michael F. Beck's Principal Global Investors Experience May 2010 - December 2010
Job Experienced International Project Manager
Industry Information Technology and Services
Experience
Robert Half Management Resources October 2015 - Present
The JMB Racing Team September 2010 - Present
Mechdyne Corporation September 2013 - October 2015
Northwestern Mutual Financial Network February 2012 - September 2013
Summit Wealth Management May 2011 - March 2012
Principal Global Investors May 2010 - December 2010
Northwestern Mutual Financial Network January 2009 - October 2009
Ground Zero Music January 2005 - August 2009
Skills
Management, Team Leadership, Accounting, Entrepreneurship, Budgets, Account Management, IRAs, Facebook, Team Building, Long Term Care Insurance, Strategic Planning, Consulting, Market Research, Small Business, Training, Business Planning, Analysis, Recruiting, New Business Development, Social Media, Forecasting, Leadership Development, Business Development, Event Planning, Teamwork, Operations Management, Contract Negotiation, Fundraising, Marketing Strategy
Education
University of Iowa 2008 — 2011
BBA, Finance
Indianola High School 2005 — 2008
Robert Half Management Resources October 2015 - Present
The JMB Racing Team September 2010 - Present
Mechdyne Corporation September 2013 - October 2015
Northwestern Mutual Financial Network February 2012 - September 2013
Summit Wealth Management May 2011 - March 2012
Principal Global Investors May 2010 - December 2010
Northwestern Mutual Financial Network January 2009 - October 2009
Ground Zero Music January 2005 - August 2009
Skills
Management, Team Leadership, Accounting, Entrepreneurship, Budgets, Account Management, IRAs, Facebook, Team Building, Long Term Care Insurance, Strategic Planning, Consulting, Market Research, Small Business, Training, Business Planning, Analysis, Recruiting, New Business Development, Social Media, Forecasting, Leadership Development, Business Development, Event Planning, Teamwork, Operations Management, Contract Negotiation, Fundraising, Marketing Strategy
Education
University of Iowa 2008 — 2011
BBA, Finance
Indianola High School 2005 — 2008
Irinna chen Irinna chen's Principal Global Investors Experience January 2012 - September 2012
Job Collateral review analyst Coop at Principal Financial Group
Industry Financial Services
Experience
Principal Global Investors January 2012 - September 2012
Principal Global Investors January 2012 - August 2012
Linkfeet Company February 2011 - June 2012
University of Iowa August 2011 - August 2011
OneResume June 2011 - August 2011
Yen Ching September 2010 - July 2011
Asian Grill Buffet Inc. October 2007 - June 2010
Skills
Mandarin, Market Research, Investments, Financial Analysis, Portfolio Management, Valuation, Microsoft Excel, Budget, Real Estate, Access, Bloomberg, PowerPoint, Sales, Asset Allocation, Microsoft Office
Education
University of Iowa 2008 — 2012
Bachelor of Business Administration (BBA), Finance
Principal Global Investors January 2012 - September 2012
Principal Global Investors January 2012 - August 2012
Linkfeet Company February 2011 - June 2012
University of Iowa August 2011 - August 2011
OneResume June 2011 - August 2011
Yen Ching September 2010 - July 2011
Asian Grill Buffet Inc. October 2007 - June 2010
Skills
Mandarin, Market Research, Investments, Financial Analysis, Portfolio Management, Valuation, Microsoft Excel, Budget, Real Estate, Access, Bloomberg, PowerPoint, Sales, Asset Allocation, Microsoft Office
Education
University of Iowa 2008 — 2012
Bachelor of Business Administration (BBA), Finance
Javier Enrile Javier Enrile's Principal Global Investors Experience January 2008 - Present
Job Managing Director, Mergers and Acquisitions at Principal Global Investors
Industry Financial Services
Experience
Principal Global Investors January 2008 - Present
Skills
Mergers & Acquisitions, Private Equity, Valuation, Business Strategy, Employment Contracts, Purchase Contracts, Shareholder Agreements, Business Management, Growth Strategies
Education
University of Minnesota - Carlson School of Management 1999 — 2000
Master of Business Administration (M.B.A.), Finance, General
The University of Texas at Austin 1994 — 1997
Bachelor's Degree, Economics and Mathematics
Principal Global Investors January 2008 - Present
Skills
Mergers & Acquisitions, Private Equity, Valuation, Business Strategy, Employment Contracts, Purchase Contracts, Shareholder Agreements, Business Management, Growth Strategies
Education
University of Minnesota - Carlson School of Management 1999 — 2000
Master of Business Administration (M.B.A.), Finance, General
The University of Texas at Austin 1994 — 1997
Bachelor's Degree, Economics and Mathematics
Renee Jorgensen Renee Jorgensen's Principal Global Investors Experience April 2011 - Present
Job Financial Accountant II at Principal Global Investors
Industry Investment Management
Experience
Principal Global Investors April 2011 - Present
Aviva Investors April 2007 - April 2011
Marsh & McLennan Companies, Inc. February 2002 - April 2007
Skills
Microsoft Excel, PAM for Securities, SQL Server Management..., Customer Service, General Ledger, Accounting Research, Online Research, Account Reconciliation, Bank Reconciliation, Teamwork, Work Under Minimal...
Education
Simpson College 2003 — 2006
Bachelor of Science (BS), Accounting
Principal Global Investors April 2011 - Present
Aviva Investors April 2007 - April 2011
Marsh & McLennan Companies, Inc. February 2002 - April 2007
Skills
Microsoft Excel, PAM for Securities, SQL Server Management..., Customer Service, General Ledger, Accounting Research, Online Research, Account Reconciliation, Bank Reconciliation, Teamwork, Work Under Minimal...
Education
Simpson College 2003 — 2006
Bachelor of Science (BS), Accounting
Jeff Kilkenny, CFA Jeff Kilkenny, CFA's Principal Global Investors Experience December 2012 - Present
Job Analyst, Principal Emerging Markets Team
Industry Investment Management
Experience
Principal Global Investors December 2012 - Present
UBS Investment Bank June 2007 - November 2012
Skills
Series 7, International Equities, Equities, Series 63
Education
University of Iowa 1995 — 1999
Finance
Principal Global Investors December 2012 - Present
UBS Investment Bank June 2007 - November 2012
Skills
Series 7, International Equities, Equities, Series 63
Education
University of Iowa 1995 — 1999
Finance
Todd O'Brien's Principal Global Investors Experience May 2007 - Present
Job Director of Architecture & Engineering
Industry Architecture & Planning
Experience
Principal Global Investors May 2007 - Present
BSB Design April 1999 - May 2007
Bloodgood Sharp & Buster Architects 1999 - 2007
Iowa State University May 1997 - May 1999
Stouffer Smith Architects December 1991 - April 1997
Bloodgood Architects and Planners August 1989 - December 1991
Skills
LEED AP, Architectural Design, AutoCAD, Construction Documents, LEED, Sustainable Design, AutoCAD Architecture, Mixed-use, BIM, Construction Drawings, Comprehensive Planning, Submittals, Residential Homes, Design Research, Space planning, Green Building, Construction Management
Education
Tulane University 1984 — 1989
Master of Architecture, Architecture
Theodore Roosevelt High School, Des Moines 1981 — 1984
Principal Global Investors May 2007 - Present
BSB Design April 1999 - May 2007
Bloodgood Sharp & Buster Architects 1999 - 2007
Iowa State University May 1997 - May 1999
Stouffer Smith Architects December 1991 - April 1997
Bloodgood Architects and Planners August 1989 - December 1991
Skills
LEED AP, Architectural Design, AutoCAD, Construction Documents, LEED, Sustainable Design, AutoCAD Architecture, Mixed-use, BIM, Construction Drawings, Comprehensive Planning, Submittals, Residential Homes, Design Research, Space planning, Green Building, Construction Management
Education
Tulane University 1984 — 1989
Master of Architecture, Architecture
Theodore Roosevelt High School, Des Moines 1981 — 1984
Robbie George's Principal Global Investors Experience May 2013 - Present
Job Investment Operations Specialist at Principal Global Investors
Industry Financial Services
Experience
Principal Global Investors May 2013 - Present
Principal Global Investors January 2012 - January 2013
Portraits By Deena March 2008 - March 2012
Iowa City Community School District September 2010 - December 2011
Hy-Vee March 2006 - August 2011
Skills
Financial Analysis
Education
University of Iowa - Henry B. Tippie College of Business 2008 — 2013
Bachelor of Business Administration (BBA), Finance, General
University of Iowa
Bachelor of Arts, Finance
Principal Global Investors May 2013 - Present
Principal Global Investors January 2012 - January 2013
Portraits By Deena March 2008 - March 2012
Iowa City Community School District September 2010 - December 2011
Hy-Vee March 2006 - August 2011
Skills
Financial Analysis
Education
University of Iowa - Henry B. Tippie College of Business 2008 — 2013
Bachelor of Business Administration (BBA), Finance, General
University of Iowa
Bachelor of Arts, Finance
Bill Holscher Bill Holscher's Principal Global Investors Experience May 2011 - Present
Job Financial Analyst
Industry Investment Management
Experience
Principal Global Investors May 2011 - Present
Appcore October 2010 - March 2011
The Patria Company January 2009 - October 2010
Bright Trading February 2007 - September 2010
Merrill Lynch October 2004 - February 2007
Skills
Investments, Trading, Securities, Investor Relations, Hedge Funds, Alternative Investments, Equities, Capital Markets, Portfolio Management, Derivatives, Fixed Income, Asset Management, Financial Modeling, Start-ups, Accounting
Education
University of Iowa 2000 — 2004
Bachelor of Business Administration (BBA), Finance, General
Principal Global Investors May 2011 - Present
Appcore October 2010 - March 2011
The Patria Company January 2009 - October 2010
Bright Trading February 2007 - September 2010
Merrill Lynch October 2004 - February 2007
Skills
Investments, Trading, Securities, Investor Relations, Hedge Funds, Alternative Investments, Equities, Capital Markets, Portfolio Management, Derivatives, Fixed Income, Asset Management, Financial Modeling, Start-ups, Accounting
Education
University of Iowa 2000 — 2004
Bachelor of Business Administration (BBA), Finance, General
Mallik Virupannavar's Principal Global Investors Experience May 2015 - August 2015
Job Student at UIUC, CCIM Student Member
Industry Commercial Real Estate
Experience
Green St. Realty February 2015 - Present
Principal Global Investors May 2015 - August 2015
Kellogg Company May 2014 - August 2014
Illini Union Programs August 2013 - May 2014
University of Illinois at Urbana-Champaign Housing August 2012 - December 2013
White Eagle Golf Club September 2010 - August 2012
White Eagle Golf Club May 2007 - July 2012
Skills
Commercial Real Estate, International Real..., Real Estate Financing, Leadership, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Teamwork, Public Speaking, Time Management, Research, Access, Financial Analysis, Accounting, Spanish, Data Analysis, Budgets, Analysis, Critical Thinking, Fundraising, Team Leadership
Education
University of Illinois at Urbana-Champaign 2011 — 2015
Bachelor of Science (B.S.), Finance
Neuqua Valley High School 2007 — 2011
Green St. Realty February 2015 - Present
Principal Global Investors May 2015 - August 2015
Kellogg Company May 2014 - August 2014
Illini Union Programs August 2013 - May 2014
University of Illinois at Urbana-Champaign Housing August 2012 - December 2013
White Eagle Golf Club September 2010 - August 2012
White Eagle Golf Club May 2007 - July 2012
Skills
Commercial Real Estate, International Real..., Real Estate Financing, Leadership, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Teamwork, Public Speaking, Time Management, Research, Access, Financial Analysis, Accounting, Spanish, Data Analysis, Budgets, Analysis, Critical Thinking, Fundraising, Team Leadership
Education
University of Illinois at Urbana-Champaign 2011 — 2015
Bachelor of Science (B.S.), Finance
Neuqua Valley High School 2007 — 2011
Sean Duvall Sean Duvall's Principal Global Investors Experience May 2015 - Present
Job Student at Simpson College
Industry Accounting
Experience
Principal Global Investors May 2015 - Present
BKD CPAs & Advisors January 2015 - March 2015
Education
Simpson College 2012 — 2016
Accounting, Accounting, Senior
Principal Global Investors May 2015 - Present
BKD CPAs & Advisors January 2015 - March 2015
Education
Simpson College 2012 — 2016
Accounting, Accounting, Senior
Thomas Sun's Principal Global Investors Experience July 2012 - December 2012
Job Financial Management Program at GE
Industry Financial Services
Experience
GE Energy Management July 2015 - Present
GE Capital June 2014 - August 2014
IBM December 2013 - May 2014
Columbia Business School, Institute for Tele-Information June 2013 - August 2013
Principal Global Investors July 2012 - December 2012
Education
University of Iowa
BBA, Finance
GE Energy Management July 2015 - Present
GE Capital June 2014 - August 2014
IBM December 2013 - May 2014
Columbia Business School, Institute for Tele-Information June 2013 - August 2013
Principal Global Investors July 2012 - December 2012
Education
University of Iowa
BBA, Finance
Brandon Beem Brandon Beem's Principal Global Investors Experience May 2011 - May 2012
Job Customer Success Manager at Workiva (Formerly WebFilings)
Industry Financial Services
Experience
Workiva January 2012 - Present
Principal Global Investors May 2011 - May 2012
University of Iowa November 2007 - November 2011
Holmes Murphy & Associates May 2010 - August 2010
Family Video December 2007 - November 2008
Best Buy November 2006 - December 2007
Education
University of Iowa - Henry B. Tippie College of Business 2008 — 2011
University of Iowa
B.B.A Finance, Finance
Southeast Polk High School
Workiva January 2012 - Present
Principal Global Investors May 2011 - May 2012
University of Iowa November 2007 - November 2011
Holmes Murphy & Associates May 2010 - August 2010
Family Video December 2007 - November 2008
Best Buy November 2006 - December 2007
Education
University of Iowa - Henry B. Tippie College of Business 2008 — 2011
University of Iowa
B.B.A Finance, Finance
Southeast Polk High School
Nate Adams Nate Adams's Principal Global Investors Experience March 2013 - Present
Job Sr. Asset Manager II at Principal Real Estate Investors
Industry Real Estate
Experience
Principal Global Investors March 2013 - Present
Principal Real Estate Investors March 2010 - March 2013
Principal Real Estate Investors June 2005 - March 2010
NAI Iowa Realty Commercial May 2004 - May 2005
Skills
Asset Management, Investment Properties, Investments, Real Estate Economics, Real Estate, Valuation, Disposition, Portfolio Management, Real Estate Development, Financial Analysis, Due Diligence, Financial Modeling, Underwriting, Commercial Real Estate, Asset Managment, Real Estate Transactions, Commercial Mortgages, Brokerage, Loans, Real Estate Financing, Dispositions
Education
University of Iowa - Henry B. Tippie College of Business 2006 — 2009
Masters in Business Administration, Management / Finance
University of Northern Iowa 2001 — 2005
BA, Finance / Real Estate
Principal Global Investors March 2013 - Present
Principal Real Estate Investors March 2010 - March 2013
Principal Real Estate Investors June 2005 - March 2010
NAI Iowa Realty Commercial May 2004 - May 2005
Skills
Asset Management, Investment Properties, Investments, Real Estate Economics, Real Estate, Valuation, Disposition, Portfolio Management, Real Estate Development, Financial Analysis, Due Diligence, Financial Modeling, Underwriting, Commercial Real Estate, Asset Managment, Real Estate Transactions, Commercial Mortgages, Brokerage, Loans, Real Estate Financing, Dispositions
Education
University of Iowa - Henry B. Tippie College of Business 2006 — 2009
Masters in Business Administration, Management / Finance
University of Northern Iowa 2001 — 2005
BA, Finance / Real Estate
Edward Elder Edward Elder's Principal Global Investors Experience January 2015 - May 2015
Job Asset Management Freddie Mac
Industry Real Estate
Experience
Freddie Mac June 2015 - Present
Principal Global Investors January 2015 - May 2015
Emfra December 2010 - May 2013
Skills
Corporate Finance, Microsoft Excel, Finance, Research, Leadership, Microsoft Office, Public Speaking, Teamwork, Strategic Planning, Management
Education
University of Georgia - Terry College of Business 2010 — 2014
Bachelor of Business Administration (BBA), Finance, General
Freddie Mac June 2015 - Present
Principal Global Investors January 2015 - May 2015
Emfra December 2010 - May 2013
Skills
Corporate Finance, Microsoft Excel, Finance, Research, Leadership, Microsoft Office, Public Speaking, Teamwork, Strategic Planning, Management
Education
University of Georgia - Terry College of Business 2010 — 2014
Bachelor of Business Administration (BBA), Finance, General
Michael Korobov Michael Korobov's Principal Global Investors Experience June 2013 - December 2013
Job Investment Banking Analyst at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey July 2015 - Present
The Daily Iowan August 2014 - May 2015
The University of Iowa January 2014 - May 2015
Houlihan Lokey June 2014 - August 2014
The University of Iowa Krause Fund January 2014 - May 2014
Principal Global Investors June 2013 - December 2013
Yesmail June 2012 - August 2012
Toshiba Medical Research Institute USA, Inc. (TMRU) June 2011 - August 2011
TennisCool Academy June 2010 - August 2010
Skills
Fluent in Russian, Proficient in Microsoft..., PowerPoint, Excel, Word, HTML, CSS Javascript, Java Web Server, Microsoft Excel, Matlab
Education
University of Iowa 2011 — 2015
Business, Finance
New Trier Township High School 2007 — 2011
Houlihan Lokey July 2015 - Present
The Daily Iowan August 2014 - May 2015
The University of Iowa January 2014 - May 2015
Houlihan Lokey June 2014 - August 2014
The University of Iowa Krause Fund January 2014 - May 2014
Principal Global Investors June 2013 - December 2013
Yesmail June 2012 - August 2012
Toshiba Medical Research Institute USA, Inc. (TMRU) June 2011 - August 2011
TennisCool Academy June 2010 - August 2010
Skills
Fluent in Russian, Proficient in Microsoft..., PowerPoint, Excel, Word, HTML, CSS Javascript, Java Web Server, Microsoft Excel, Matlab
Education
University of Iowa 2011 — 2015
Business, Finance
New Trier Township High School 2007 — 2011
Anne Mikesell's Principal Global Investors Experience October 2007 - February 2010
Job Senior Vendor Management Analyst at Global Atlantic Financial Group Limited
Industry Investment Management
Experience
Global Atlantic Financial Group Limited June 2015 - Present
DuPont Pioneer December 2014 - May 2015
Athene Asset Management October 2013 - November 2014
Aviva Investors February 2010 - October 2013
Principal Global Investors October 2007 - February 2010
Skills
Portia, Cadis, Charles River IMS, BlackRock Aladdin, Microsoft SQL Server, PAM for Securities, Barclays Point, Bloomberg Data License, Bloomberg, Investments, Fixed Income, Investment Management, Data Warehousing, Data Management, Fund Accounting, Business Requirements, Asset Management, Portfolio Management, Process Improvement, Equities, Vendor Management
Education
University of Iowa 2010 — 2015
Masters of Business Administration
University of Iowa 2003 — 2007
BBA, BA; International Business Certificate, Finance, Spanish, French, International Business
Global Atlantic Financial Group Limited June 2015 - Present
DuPont Pioneer December 2014 - May 2015
Athene Asset Management October 2013 - November 2014
Aviva Investors February 2010 - October 2013
Principal Global Investors October 2007 - February 2010
Skills
Portia, Cadis, Charles River IMS, BlackRock Aladdin, Microsoft SQL Server, PAM for Securities, Barclays Point, Bloomberg Data License, Bloomberg, Investments, Fixed Income, Investment Management, Data Warehousing, Data Management, Fund Accounting, Business Requirements, Asset Management, Portfolio Management, Process Improvement, Equities, Vendor Management
Education
University of Iowa 2010 — 2015
Masters of Business Administration
University of Iowa 2003 — 2007
BBA, BA; International Business Certificate, Finance, Spanish, French, International Business
Mark Cernicky, CFA Mark Cernicky, CFA's Principal Global Investors Experience January 2011 - Present
Job Managing Director, Global Fixed Income at Principal Global Investors
Industry Investment Management
Experience
Principal Global Investors January 2011 - Present
Skills
Computer programming in..., Development of..., Client Presentation
Education
The University of Chicago Booth School of Business 1999 — 2001
Master of Business Administration (M.B.A.), Analytic Finance and Econometrics, High Honors
Washington University in St. Louis 1983 — 1987
Bachelor's Degree, Political Economy
Principal Global Investors January 2011 - Present
Skills
Computer programming in..., Development of..., Client Presentation
Education
The University of Chicago Booth School of Business 1999 — 2001
Master of Business Administration (M.B.A.), Analytic Finance and Econometrics, High Honors
Washington University in St. Louis 1983 — 1987
Bachelor's Degree, Political Economy
Mike Huff, CFA, PRM Mike Huff, CFA, PRM's Principal Global Investors Experience 2006 - 2009
Job Director, Investment Market Risk & Derivatives at Genworth Financial
Industry Investment Management
Experience
Genworth Financial 2013 - Present
Genworth Financial 2009 - 2013
Principal Global Investors 2006 - 2009
Compass Bank 2001 - 2006
Skills
Derivatives, Fixed Income, FX Options, Market Risk, Bonds, Options, Trading, Structured Products, Swaps, Portfolio Management, Hedging, Interest Rate Risk..., Risk Management, Investments, Interest Rate..., Banking, Finance, Financial Risk, Equities, Structured Finance, Capital Markets, Financial Modeling, ALM, Treasury, Bloomberg
Education
University of Illinois at Chicago
Master of Business Administration (MBA), Finance
University of Michigan
Bachelor's degree, Industrial Engineering & Business Administration
Genworth Financial 2013 - Present
Genworth Financial 2009 - 2013
Principal Global Investors 2006 - 2009
Compass Bank 2001 - 2006
Skills
Derivatives, Fixed Income, FX Options, Market Risk, Bonds, Options, Trading, Structured Products, Swaps, Portfolio Management, Hedging, Interest Rate Risk..., Risk Management, Investments, Interest Rate..., Banking, Finance, Financial Risk, Equities, Structured Finance, Capital Markets, Financial Modeling, ALM, Treasury, Bloomberg
Education
University of Illinois at Chicago
Master of Business Administration (MBA), Finance
University of Michigan
Bachelor's degree, Industrial Engineering & Business Administration
Veronica Hamilton, AAMS®'s Principal Global Investors Experience Sr. Internal WholesalerPrincipal FundsNovember 2004 - July 2015
Job Associate Regional Director
Industry Financial Services
Experience
Principal Global Investors Sr. Internal WholesalerPrincipal FundsNovember 2004 - July 2015
Skills
Retirement Planning, Retirement, Securities, Asset Managment, 401k, Investments, Asset Allocation, Investment Advisory, Financial Advisory, Wealth Management, Strategic Financial...
Education
University of California, Irvine 1994 — 1997
Marketing/Marketing Management, General
Principal Global Investors Sr. Internal WholesalerPrincipal FundsNovember 2004 - July 2015
Skills
Retirement Planning, Retirement, Securities, Asset Managment, 401k, Investments, Asset Allocation, Investment Advisory, Financial Advisory, Wealth Management, Strategic Financial...
Education
University of California, Irvine 1994 — 1997
Marketing/Marketing Management, General
Corydon Gilchrist's Principal Global Investors Experience 1996 - 2000
Job President/Owner KCG Holdings I LLC
Industry Investment Management
Experience
KCG Holdings I, LLC 2011 - Present
International Rescue Committee September 2015 - Present
First Horizon National Corporation July 2012 - Present
Marsico Capital Management 2000 - September 2011
Principal Global Investors 1996 - 2000
Skills
Emerging Markets, Private Equity, Mergers & Acquisitions, Funding, Strategy, Management, Competitive Analysis, Executive Management, Finance, Financial Analysis, Portfolio Management
Education
University of Iowa - Henry B. Tippie College of Business 1994 — 1996
MBA, Finance
University of North Carolina at Chapel Hill 1993 — 1994
Law
University of Iowa 1989 — 1993
BBA, Finance
KCG Holdings I, LLC 2011 - Present
International Rescue Committee September 2015 - Present
First Horizon National Corporation July 2012 - Present
Marsico Capital Management 2000 - September 2011
Principal Global Investors 1996 - 2000
Skills
Emerging Markets, Private Equity, Mergers & Acquisitions, Funding, Strategy, Management, Competitive Analysis, Executive Management, Finance, Financial Analysis, Portfolio Management
Education
University of Iowa - Henry B. Tippie College of Business 1994 — 1996
MBA, Finance
University of North Carolina at Chapel Hill 1993 — 1994
Law
University of Iowa 1989 — 1993
BBA, Finance
Shawn Beck Shawn Beck's Principal Global Investors Experience November 2007 - November 2010
Job Finance Professional
Industry Financial Services
Experience
Cal's Fine Food & Spirits February 2014 - Present
InvestTech Systems Consulting November 2012 - May 2013
Aviva Investors June 2011 - November 2012
Principal Global Investors November 2007 - November 2010
Institute for Professional Development February 2007 - November 2007
Skills
Cadis, Bloomberg, BlackRock Aladdin, CFA Level I,II, PAM for Securities, Charles River IMS, Portia, Crystal Reports, FMC Pages, SQL 2008, Barclays Point, Microsoft Excel
Education
University of Iowa 2002 — 2006
BBA, Finance, Accounting, Economics
Cal's Fine Food & Spirits February 2014 - Present
InvestTech Systems Consulting November 2012 - May 2013
Aviva Investors June 2011 - November 2012
Principal Global Investors November 2007 - November 2010
Institute for Professional Development February 2007 - November 2007
Skills
Cadis, Bloomberg, BlackRock Aladdin, CFA Level I,II, PAM for Securities, Charles River IMS, Portia, Crystal Reports, FMC Pages, SQL 2008, Barclays Point, Microsoft Excel
Education
University of Iowa 2002 — 2006
BBA, Finance, Accounting, Economics
Chelsea Cox's Principal Global Investors Experience May 2013 - May 2014
Job Capital Markets Analyst at HomeServices of America
Industry Real Estate
Experience
HomeServices of America June 2014 - Present
Principal Global Investors May 2013 - May 2014
Military Family Home Loans July 2012 - May 2013
Skills
Time Management, PowerPoint, Portfolio Management, Microsoft Word, Microsoft Office, Microsoft Excel, Loans, Financial Modeling, Financial Analysis, Customer Service, Capital Markets
Education
University of Iowa 2008 — 2012
Finance, Sociology
HomeServices of America June 2014 - Present
Principal Global Investors May 2013 - May 2014
Military Family Home Loans July 2012 - May 2013
Skills
Time Management, PowerPoint, Portfolio Management, Microsoft Word, Microsoft Office, Microsoft Excel, Loans, Financial Modeling, Financial Analysis, Customer Service, Capital Markets
Education
University of Iowa 2008 — 2012
Finance, Sociology
Andrew Cushing Andrew Cushing's Principal Global Investors Experience June 2014 - January 2015
Job Revenue Analyst at Caterpillar Inc.
Industry Financial Services
Experience
Caterpillar Inc. June 2015 - Present
Principal Global Investors June 2014 - January 2015
The University of Iowa August 2012 - May 2014
Wheatland Athletic Association November 2009 - February 2010
Skills
Leadership, Time Management, Teamwork, Communication Skills, Event Planning, Staff Development, Budgets, Microsoft Excel, Financial Modeling, Financial Analysis, Budgeting, Public Speaking
Education
University of Iowa - Henry B. Tippie College of Business 2011 — 2015
Finance, Senior
Caterpillar Inc. June 2015 - Present
Principal Global Investors June 2014 - January 2015
The University of Iowa August 2012 - May 2014
Wheatland Athletic Association November 2009 - February 2010
Skills
Leadership, Time Management, Teamwork, Communication Skills, Event Planning, Staff Development, Budgets, Microsoft Excel, Financial Modeling, Financial Analysis, Budgeting, Public Speaking
Education
University of Iowa - Henry B. Tippie College of Business 2011 — 2015
Finance, Senior
Jeremy Sohn Jeremy Sohn's Principal Global Investors Experience August 2007 - August 2012
Job Scrum Master at DuPont Pioneer
Industry Investment Management
Experience
DuPont Pioneer August 2012 - Present
Principal Global Investors August 2007 - August 2012
Pioneer Hi-Bred International Inc May 2006 - April 2007
Simpson College August 2005 - April 2007
Citi June 2005 - May 2006
Education
University of Iowa 2010 — 2013
Master of Business Administration (MBA)
Simpson College 2003 — 2007
Bachelor's degree, Computer Information Systems, Business Management
DuPont Pioneer August 2012 - Present
Principal Global Investors August 2007 - August 2012
Pioneer Hi-Bred International Inc May 2006 - April 2007
Simpson College August 2005 - April 2007
Citi June 2005 - May 2006
Education
University of Iowa 2010 — 2013
Master of Business Administration (MBA)
Simpson College 2003 — 2007
Bachelor's degree, Computer Information Systems, Business Management
Tiffany (Houghton) Lavastida Tiffany (Houghton) Lavastida's Principal Global Investors Experience 1997 - Present
Job Portfolio Manager at Principal Global Investors
Industry Investment Management
Experience
Principal Global Investors 1997 - Present
Skills
Asset Management, Equity Research, Portfolio Management, Equities, Bloomberg, Investment Strategies, Asset Allocation, Fixed Income
Education
University of Iowa
Master of Business Administration (MBA)
University of Iowa - Henry B. Tippie College of Business 1993 — 1997
Finance
Principal Global Investors 1997 - Present
Skills
Asset Management, Equity Research, Portfolio Management, Equities, Bloomberg, Investment Strategies, Asset Allocation, Fixed Income
Education
University of Iowa
Master of Business Administration (MBA)
University of Iowa - Henry B. Tippie College of Business 1993 — 1997
Finance
Benjamin Salow Benjamin Salow's Principal Global Investors Experience December 2014 - Present
Job Investment Accountant II at Principal Global Investors
Industry Accounting
Experience
Principal Global Investors December 2014 - Present
Auditor of The State of Iowa January 2014 - November 2014
Auditor of the State of Iowa July 2013 - December 2013
University of Northern Iowa January 2013 - May 2013
Thermal Insulation May 2005 - August 2012
Skills
Time Management, Budgets, Invoicing, Organization, Accounting, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Financial Accounting, Financial Reporting
Education
University of Northern Iowa 2012 — 2013
Bachelor's degree, Accounting, 3.63
University of Iowa 2004 — 2008
Bachelor's degree, Economics
Principal Global Investors December 2014 - Present
Auditor of The State of Iowa January 2014 - November 2014
Auditor of the State of Iowa July 2013 - December 2013
University of Northern Iowa January 2013 - May 2013
Thermal Insulation May 2005 - August 2012
Skills
Time Management, Budgets, Invoicing, Organization, Accounting, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Financial Accounting, Financial Reporting
Education
University of Northern Iowa 2012 — 2013
Bachelor's degree, Accounting, 3.63
University of Iowa 2004 — 2008
Bachelor's degree, Economics
Scott Struelens Scott Struelens's Principal Global Investors Experience December 2013 - August 2014
Job Student at University of Iowa
Industry
Experience
Principal Global Investors December 2013 - August 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Windows
Education
University of Iowa 2011 — 2015
Bachelor of Business Administration (BBA), Finance, General, 3.36/4.0
Principal Global Investors December 2013 - August 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Windows
Education
University of Iowa 2011 — 2015
Bachelor of Business Administration (BBA), Finance, General, 3.36/4.0
Deb Pape, CPA's Principal Global Investors Experience December 2004 - April 2011
Job Accountant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo Home Mortgage September 2014 - Present
Federal Home Loan Bank of Des Moines February 2013 - September 2014
Farm Bureau Financial Services September 2011 - February 2013
Principal Global Investors December 2004 - April 2011
McGladrey 2002 - 2004
KPMG January 2000 - April 2001
Opus January 1991 - January 1999
Education
University of Iowa - Henry B. Tippie College of Business 2001 — 2004
MBA
University of Northern Iowa
B.A. Accounting
Wells Fargo Home Mortgage September 2014 - Present
Federal Home Loan Bank of Des Moines February 2013 - September 2014
Farm Bureau Financial Services September 2011 - February 2013
Principal Global Investors December 2004 - April 2011
McGladrey 2002 - 2004
KPMG January 2000 - April 2001
Opus January 1991 - January 1999
Education
University of Iowa - Henry B. Tippie College of Business 2001 — 2004
MBA
University of Northern Iowa
B.A. Accounting
William J. Daly's Principal Global Investors Experience 2005 - 2005
Job Attorney at Shuttleworth & Ingersoll, P.L.C.
Industry Law Practice
Experience
Shuttleworth & Ingersoll, P.L.C. April 2012 - Present
Vedder Price, P.C. July 2011 - March 2012
Wildman Harrold February 2010 - July 2011
Dickinson Mackaman Tyler & Hagen May 2007 - August 2007
Principal Global Investors 2005 - 2005
Skills
Corporate Law, Business Transactions, Real Estate Transactions, Securities Regulation
Education
University of Iowa - Henry B. Tippie College of Business 2006 — 2009
MBA
University of Iowa College of Law 2005 — 2009
Law
University of Northern Iowa 2001 — 2005
Bachelor of Arts, Finance
Shuttleworth & Ingersoll, P.L.C. April 2012 - Present
Vedder Price, P.C. July 2011 - March 2012
Wildman Harrold February 2010 - July 2011
Dickinson Mackaman Tyler & Hagen May 2007 - August 2007
Principal Global Investors 2005 - 2005
Skills
Corporate Law, Business Transactions, Real Estate Transactions, Securities Regulation
Education
University of Iowa - Henry B. Tippie College of Business 2006 — 2009
MBA
University of Iowa College of Law 2005 — 2009
Law
University of Northern Iowa 2001 — 2005
Bachelor of Arts, Finance
Danielle Meyers Danielle Meyers's Principal Global Investors Experience June 2008 - Present
Job Investment Accountant at Principal Global Investors
Industry Investment Management
Experience
Principal Global Investors June 2008 - Present
Principal Global Investors August 2007 - June 2008
Skills
Analytical, Initiative, Problem Solving, Multitasker, Able To Multi-task, Efficient, Microsoft Office, Budgeting, Investments, Analytical Skills, Loans, Valuation, Asset Management, Budgets, Portfolio Management, Accounting
Education
University of Iowa 2003 — 2007
Bachelor's, Finance
Principal Global Investors June 2008 - Present
Principal Global Investors August 2007 - June 2008
Skills
Analytical, Initiative, Problem Solving, Multitasker, Able To Multi-task, Efficient, Microsoft Office, Budgeting, Investments, Analytical Skills, Loans, Valuation, Asset Management, Budgets, Portfolio Management, Accounting
Education
University of Iowa 2003 — 2007
Bachelor's, Finance
Nate Carruthers Nate Carruthers's Principal Global Investors Experience June 2003 - August 2003
Job Director of Business Development at Tubular Steel Inc
Industry Oil & Energy
Experience
Tubular Steel Inc January 2014 - Present
Steel Market Intelligence September 2010 - August 2013
Steel Market Intelligence January 2006 - August 2010
Steel Market Intelligence March 2004 - December 2005
Principal Global Investors June 2003 - August 2003
Skills
Financial Modeling, Valuation, Analysis, Equity Research, Financial Analysis, Investments, Data Analysis, Mergers & Acquisitions, Forecasting, Microsoft Excel, Corporate Finance, Portfolio Management, DCF, Employee Training, Equity Valuation, Bloomberg, Capital Markets, Equities, Financial Statement..., Mergers, Investment Banking, Economics, Management, Negotiation, New Business Development, Strategic Planning, Business Valuation, Midstream, Business Growth...
Education
University of Iowa 1999 — 2003
BBA, Finance
Investment Banking Institute 2010 — 2010
Financial Modeling and Valuation
Tubular Steel Inc January 2014 - Present
Steel Market Intelligence September 2010 - August 2013
Steel Market Intelligence January 2006 - August 2010
Steel Market Intelligence March 2004 - December 2005
Principal Global Investors June 2003 - August 2003
Skills
Financial Modeling, Valuation, Analysis, Equity Research, Financial Analysis, Investments, Data Analysis, Mergers & Acquisitions, Forecasting, Microsoft Excel, Corporate Finance, Portfolio Management, DCF, Employee Training, Equity Valuation, Bloomberg, Capital Markets, Equities, Financial Statement..., Mergers, Investment Banking, Economics, Management, Negotiation, New Business Development, Strategic Planning, Business Valuation, Midstream, Business Growth...
Education
University of Iowa 1999 — 2003
BBA, Finance
Investment Banking Institute 2010 — 2010
Financial Modeling and Valuation
Daniela Spassova's Principal Global Investors Experience
Job Portfolio Manager at Principal Global Investors
Industry Investment Management
Experience
Principal Global Investors
Skills
Bloomberg, Fixed Income, Capital Markets, Bonds, Portfolio Management, Asset Management, Asset Allocation, Equities, Alternative Investments, Investment Strategies, Investment Management, Equity Valuation, Equity Research, Investments, Hedge Funds, Securities
Education
University of Iowa - Henry B. Tippie College of Business 1994 — 1996
MBA
Sofia University
Principal Global Investors
Skills
Bloomberg, Fixed Income, Capital Markets, Bonds, Portfolio Management, Asset Management, Asset Allocation, Equities, Alternative Investments, Investment Strategies, Investment Management, Equity Valuation, Equity Research, Investments, Hedge Funds, Securities
Education
University of Iowa - Henry B. Tippie College of Business 1994 — 1996
MBA
Sofia University
Elizabeth VanGundy's Principal Global Investors Experience February 2007 - March 2012
Job Project Accountant at John Deere Financial
Industry Financial Services
Experience
John Deere Financial June 2014 - Present
John Deere Financial June 2013 - June 2014
John Deere Financial March 2012 - June 2013
Principal Global Investors February 2007 - March 2012
Cardinal Health July 2006 - January 2007
Skills
SAP, Financial Analysis, Process Improvement, Accounting, Financial Modeling, ABS, Team Building, Bloomberg, Leadership, Microsoft Office, VBA, Intex, Microsoft Excel, PowerPoint, Presentations, Internal Audit, Finance, Analysis
Education
University of Iowa - Henry B. Tippie College of Business 2010 — 2012
MBA
University of Iowa 2002 — 2006
BBA, Finance
John Deere Financial June 2014 - Present
John Deere Financial June 2013 - June 2014
John Deere Financial March 2012 - June 2013
Principal Global Investors February 2007 - March 2012
Cardinal Health July 2006 - January 2007
Skills
SAP, Financial Analysis, Process Improvement, Accounting, Financial Modeling, ABS, Team Building, Bloomberg, Leadership, Microsoft Office, VBA, Intex, Microsoft Excel, PowerPoint, Presentations, Internal Audit, Finance, Analysis
Education
University of Iowa - Henry B. Tippie College of Business 2010 — 2012
MBA
University of Iowa 2002 — 2006
BBA, Finance
Dan Hage's Principal Global Investors Experience 2004 - 2005
Job IT Director, Sammons Financial Group Member Companies
Industry Information Technology and Services
Experience
Sammons Financial Group Member Companies March 2014 - Present
Berkley Technology Services October 2011 - March 2014
Berkley Technology Services 2005 - December 2011
Principal Global Investors 2004 - 2005
Principal Global Investors 2001 - 2004
Skills
.NET, SDLC, Enterprise Architecture, Agile Methodologies, Requirements Analysis, Resource Management, VMware, Software Project..., Vendor Management, Microsoft SQL Server, Business Analysis, Visio, Software Development, SharePoint, SQL, Requirements Gathering, Project Management, Process Improvement, Management, Integration, Agile Project Management
Education
University of Iowa - Henry B. Tippie College of Business 2004 — 2007
MBA, Business
University of Iowa - Henry B. Tippie College of Business 1996 — 2000
BBA, Business
Sammons Financial Group Member Companies March 2014 - Present
Berkley Technology Services October 2011 - March 2014
Berkley Technology Services 2005 - December 2011
Principal Global Investors 2004 - 2005
Principal Global Investors 2001 - 2004
Skills
.NET, SDLC, Enterprise Architecture, Agile Methodologies, Requirements Analysis, Resource Management, VMware, Software Project..., Vendor Management, Microsoft SQL Server, Business Analysis, Visio, Software Development, SharePoint, SQL, Requirements Gathering, Project Management, Process Improvement, Management, Integration, Agile Project Management
Education
University of Iowa - Henry B. Tippie College of Business 2004 — 2007
MBA, Business
University of Iowa - Henry B. Tippie College of Business 1996 — 2000
BBA, Business
Eric Lambi's Principal Global Investors Experience 2005 - 2005
Job Fixed Income Portfolio Manager at Wellington Management
Industry Investment Management
Experience
Wellington Management January 2010 - Present
Wellington Management Company January 2007 - January 2010
LMS International March 1999 - May 2005
Principal Global Investors 2005 - 2005
Principal Financial Group 2005 - 2005
Skills
Fixed Income, Bloomberg, Hedge Funds, Securities, Emerging Markets, Equities, Derivatives, Private Equity, Portfolio Management, Alternative Investments, Bonds
Education
The University of Chicago - Booth School of Business 2004 — 2006
MBA, Analytical Finance
University of Iowa 1997 — 2001
BSE, Mechancial Engineering
Wellington Management January 2010 - Present
Wellington Management Company January 2007 - January 2010
LMS International March 1999 - May 2005
Principal Global Investors 2005 - 2005
Principal Financial Group 2005 - 2005
Skills
Fixed Income, Bloomberg, Hedge Funds, Securities, Emerging Markets, Equities, Derivatives, Private Equity, Portfolio Management, Alternative Investments, Bonds
Education
The University of Chicago - Booth School of Business 2004 — 2006
MBA, Analytical Finance
University of Iowa 1997 — 2001
BSE, Mechancial Engineering
Eden Simmer's Principal Global Investors Experience May 2003 - September 2003
Job Senior Vice President Head of Americas Equity Trading at PIMCO
Industry Capital Markets
Experience
PIMCO October 2010 - Present
Deutsche Asset Management February 2008 - October 2010
ABN AMRO June 2005 - November 2007
AEGON 2004 - 2005
Accenture 2004 - 2004
MidAmerica Securities 2003 - 2004
Principal Global Investors May 2003 - September 2003
Skills
Derivatives, Bloomberg, Equities, Alternative Investments, Capital Markets, Fixed Income, Foreign Exchange, Hedge Funds, Investment Banking, Options, Portfolio Management, Structured Products, Trading
Education
Columbia Business School 2013 — 2015
Master of Business Administration (M.B.A.)
University of Iowa - Henry B. Tippie College of Business 2000 — 2005
B.B.A, Finance and Economics
PIMCO October 2010 - Present
Deutsche Asset Management February 2008 - October 2010
ABN AMRO June 2005 - November 2007
AEGON 2004 - 2005
Accenture 2004 - 2004
MidAmerica Securities 2003 - 2004
Principal Global Investors May 2003 - September 2003
Skills
Derivatives, Bloomberg, Equities, Alternative Investments, Capital Markets, Fixed Income, Foreign Exchange, Hedge Funds, Investment Banking, Options, Portfolio Management, Structured Products, Trading
Education
Columbia Business School 2013 — 2015
Master of Business Administration (M.B.A.)
University of Iowa - Henry B. Tippie College of Business 2000 — 2005
B.B.A, Finance and Economics
Lily Cui's Principal Global Investors Experience May 2006 - July 2006
Job Investment Professional with a PhD in Business Statistics
Industry Financial Services
Experience
John Deere December 2008 - Present
University of Illinois at Chicago August 2005 - May 2008
Principal Global Investors May 2006 - July 2006
Principal Global Investors June 2005 - August 2005
Skills
Investment Management, Portfolio Management, Asset Allocation, Due Diligence, Statistical Modeling, Quantitative Research, Equities, Valuation
Education
University of Vermont 2000 — 2002
M.Sc., Applied Economics
University of Illinois at Chicago
DBA, Business Statistics
John Deere December 2008 - Present
University of Illinois at Chicago August 2005 - May 2008
Principal Global Investors May 2006 - July 2006
Principal Global Investors June 2005 - August 2005
Skills
Investment Management, Portfolio Management, Asset Allocation, Due Diligence, Statistical Modeling, Quantitative Research, Equities, Valuation
Education
University of Vermont 2000 — 2002
M.Sc., Applied Economics
University of Illinois at Chicago
DBA, Business Statistics
Steve Soetopo's Principal Global Investors Experience January 2007 - January 2008
Job Senior Consultant at Altus Group / PricewaterhouseCoopers
Industry Real Estate
Experience
Altus Group / PricewaterhouseCoopers October 2009 - Present
Principal Global Investors January 2007 - January 2008
Education
Texas A&M University 2008 — 2009
MS '09
University of Wisconsin-Madison 2004 — 2006
BBA '06
Altus Group / PricewaterhouseCoopers October 2009 - Present
Principal Global Investors January 2007 - January 2008
Education
Texas A&M University 2008 — 2009
MS '09
University of Wisconsin-Madison 2004 — 2006
BBA '06
Ross Schuchart's Principal Global Investors Experience 2006 - 2008
Job Senior Portfolio Manager at StanCorp Financial Group
Industry Investment Management
Experience
StanCorp Financial Group 2014 - Present
Aviva Investors 2011 - 2013
Aviva Investors 2008 - 2011
Principal Global Investors 2006 - 2008
Principal Global Investors 2003 - 2006
Principal Global Investors 2000 - 2003
Principal Global Investors 1999 - 2000
Principal Global Investors 1998 - 1999
Principal Global Investors 1997 - 1998
Skills
Fixed Income Portfolio..., Interest Rate..., FX Derivatives, Derivatives Trading, Fixed Income, Derivatives, Bloomberg, Trading, Portfolio Management, Bonds, Valuation, Hedging, Electronic Trading, Volatility, Trading Strategies, Financial Risk
Education
University of Iowa
MBA
University of Northern Iowa
BA, Finance, Economics
StanCorp Financial Group 2014 - Present
Aviva Investors 2011 - 2013
Aviva Investors 2008 - 2011
Principal Global Investors 2006 - 2008
Principal Global Investors 2003 - 2006
Principal Global Investors 2000 - 2003
Principal Global Investors 1999 - 2000
Principal Global Investors 1998 - 1999
Principal Global Investors 1997 - 1998
Skills
Fixed Income Portfolio..., Interest Rate..., FX Derivatives, Derivatives Trading, Fixed Income, Derivatives, Bloomberg, Trading, Portfolio Management, Bonds, Valuation, Hedging, Electronic Trading, Volatility, Trading Strategies, Financial Risk
Education
University of Iowa
MBA
University of Northern Iowa
BA, Finance, Economics
Darrin Allshouse's Principal Global Investors Experience May 1999 - May 2009
Job Territory Manager at Wells Fargo Equipment Finance
Industry Commercial Real Estate
Experience
Wells Fargo Equipment Finance July 2012 - Present
Wells Fargo Financial July 2009 - July 2012
Principal Global Investors May 1999 - May 2009
Skills
Finance, Credit, Investments, Mortgage Lending, Commercial Real Estate, Analysis, Real Estate Economics, Valuation, Asset Management, Underwriting, Portfolio Management, Loans, Financial Analysis, Due Diligence, Commercial Lending, Credit Analysis, Real Estate, Financial Modeling, Investment Properties, CMBS
Education
University of Iowa - Henry B. Tippie College of Business 2001 — 2003
MBA, Finance/Accounting
University of Iowa - Henry B. Tippie College of Business 1994 — 1998
BA, Finance
Wells Fargo Equipment Finance July 2012 - Present
Wells Fargo Financial July 2009 - July 2012
Principal Global Investors May 1999 - May 2009
Skills
Finance, Credit, Investments, Mortgage Lending, Commercial Real Estate, Analysis, Real Estate Economics, Valuation, Asset Management, Underwriting, Portfolio Management, Loans, Financial Analysis, Due Diligence, Commercial Lending, Credit Analysis, Real Estate, Financial Modeling, Investment Properties, CMBS
Education
University of Iowa - Henry B. Tippie College of Business 2001 — 2003
MBA, Finance/Accounting
University of Iowa - Henry B. Tippie College of Business 1994 — 1998
BA, Finance
Brad Coltman's Principal Global Investors Experience February 2005 - Present
Job Equity Analyst at Principal Global Investors
Industry Investment Management
Experience
Principal Global Investors February 2005 - Present
Deutsche Bank Securities` 1999 - 2004
Duff and Phelps Credit Rating Company 1998 - 1999
Federal Reserve Bank of Chicago 1991 - 1998
Education
The University of Chicago Booth School of Business 1995 — 1998
MBA, Finance and Accounting
University of Illinois at Urbana-Champaign 1987 — 1991
Bachelor of Arts, Economics
Principal Global Investors February 2005 - Present
Deutsche Bank Securities` 1999 - 2004
Duff and Phelps Credit Rating Company 1998 - 1999
Federal Reserve Bank of Chicago 1991 - 1998
Education
The University of Chicago Booth School of Business 1995 — 1998
MBA, Finance and Accounting
University of Illinois at Urbana-Champaign 1987 — 1991
Bachelor of Arts, Economics
Kris Keller, CFA's Principal Global Investors Experience December 2007 - May 2013
Job Senior High Yield Analyst at Columbia Management
Industry Investment Management
Experience
Columbia Threadneedle Investments May 2013 - Present
Principal Global Investors December 2007 - May 2013
KANSAS CITY LIFE INSURANCE 2004 - 2007
Skills
Bloomberg, Excel, PowerPoint, Barclays Point, Investments, High Yield, Bonds, Fixed Income, Financial Modeling, Fixed Income Analysis, Securities
Education
University of Iowa - Henry B. Tippie College of Business 2008 — 2011
MBA, with Distinction
University of Kansas 2000 — 2004
B.S. Accounting and Business Administration, with Honors
Columbia Threadneedle Investments May 2013 - Present
Principal Global Investors December 2007 - May 2013
KANSAS CITY LIFE INSURANCE 2004 - 2007
Skills
Bloomberg, Excel, PowerPoint, Barclays Point, Investments, High Yield, Bonds, Fixed Income, Financial Modeling, Fixed Income Analysis, Securities
Education
University of Iowa - Henry B. Tippie College of Business 2008 — 2011
MBA, with Distinction
University of Kansas 2000 — 2004
B.S. Accounting and Business Administration, with Honors
Tim Matthaidess's Principal Global Investors Experience Senior AuditorErnst & YoungJanuary 1997 - April 2000
Job Senior Regional Equity Controller at Principal Global Investors
Industry Real Estate
Experience
Principal Global Investors Senior AuditorErnst & YoungJanuary 1997 - April 2000
Skills
Financial Analysis, Valuation, Financial Modeling, Due Diligence
Education
The University of South Dakota 1992 — 1996
Principal Global Investors Senior AuditorErnst & YoungJanuary 1997 - April 2000
Skills
Financial Analysis, Valuation, Financial Modeling, Due Diligence
Education
The University of South Dakota 1992 — 1996
David Rigler's Principal Global Investors Experience January 2007 - August 2007
Job MBA Candidate at Chicago Booth
Industry Venture Capital & Private Equity
Experience
University of Chicago Booth School of Business September 2014 - Present
DuPont Pioneer June 2015 - August 2015
Prospect Partners, LLC August 2011 - July 2014
Houlihan Lokey October 2009 - July 2011
Dresner Partners June 2008 - October 2009
Principal Global Investors January 2007 - August 2007
Skills
Private Equity, Healthcare, Valuation, Investment Banking, Leveraged Finance, Financial Modeling, Mergers, Corporate Finance, Mergers & Acquisitions, Acquisitions, Finance, LBO, Capital Markets, M&A experience, Management, Due Diligence, Equities
Education
The University of Chicago Booth School of Business
Master of Business Administration (MBA)
University of Iowa 2004 — 2008
BBA
University of Iowa - Henry B. Tippie College of Business 2004 — 2008
B.B.A.
Valley High School 2000 — 2004
University of Chicago Booth School of Business September 2014 - Present
DuPont Pioneer June 2015 - August 2015
Prospect Partners, LLC August 2011 - July 2014
Houlihan Lokey October 2009 - July 2011
Dresner Partners June 2008 - October 2009
Principal Global Investors January 2007 - August 2007
Skills
Private Equity, Healthcare, Valuation, Investment Banking, Leveraged Finance, Financial Modeling, Mergers, Corporate Finance, Mergers & Acquisitions, Acquisitions, Finance, LBO, Capital Markets, M&A experience, Management, Due Diligence, Equities
Education
The University of Chicago Booth School of Business
Master of Business Administration (MBA)
University of Iowa 2004 — 2008
BBA
University of Iowa - Henry B. Tippie College of Business 2004 — 2008
B.B.A.
Valley High School 2000 — 2004
Marty Stutz's Principal Global Investors Experience 1988 - Present
Job Portfolio Manager at Principal
Industry Investment Management
Experience
Principal June 1993 - Present
Principal Financial Group 1988 - Present
Principal Real Estate Investors 1988 - Present
Principal Global Investors 1988 - Present
Skills
Portfolio Management, Asset Management, Investments, Credit, Valuation, Financial Analysis, Credit Analysis, Commercial Mortgages, Loans, Commercial Lending, Due Diligence, Underwriting, Structured Finance, Financial Modeling, Real Estate Economics, Commercial Real Estate
Education
University of Iowa
Bachelor of Business Administration (BBA), Finance
Principal June 1993 - Present
Principal Financial Group 1988 - Present
Principal Real Estate Investors 1988 - Present
Principal Global Investors 1988 - Present
Skills
Portfolio Management, Asset Management, Investments, Credit, Valuation, Financial Analysis, Credit Analysis, Commercial Mortgages, Loans, Commercial Lending, Due Diligence, Underwriting, Structured Finance, Financial Modeling, Real Estate Economics, Commercial Real Estate
Education
University of Iowa
Bachelor of Business Administration (BBA), Finance
Scott Leiberton's Principal Global Investors Experience April 1999 - Present
Job Managing Director, Equities at Principal Global Investors
Industry Investment Management
Experience
Principal Global Investors April 1999 - Present
Rockwood Capital Advisors March 1997 - April 1999
Boatmen's Trust Company September 1989 - March 1997
Skills
Portfolio Management, Asset Allocation, Equities, Asset Managment, Alternative Investments, Investments
Education
Saint Louis University
MBA, Finance
University of Missouri-Saint Louis
Bachelor of Science (BS), Finance, Economics
Principal Global Investors April 1999 - Present
Rockwood Capital Advisors March 1997 - April 1999
Boatmen's Trust Company September 1989 - March 1997
Skills
Portfolio Management, Asset Allocation, Equities, Asset Managment, Alternative Investments, Investments
Education
Saint Louis University
MBA, Finance
University of Missouri-Saint Louis
Bachelor of Science (BS), Finance, Economics
Jeffrey Krunnfusz's Principal Global Investors Experience 1999 - 2009
Job Sr. Director Private Fixed Income at Sun Life Financial
Industry Investment Management
Experience
Sun Capital Advisers LLC June 2010 - Present
Principal Global Investors 1999 - 2009
Principal Financial Group 1995 - 1998
Skills
Capital Markets, Portfolio Management, Valuation, Bonds, Investments, Fixed Income, Financial Modeling, Asset Management, Equities, Structured Finance, Bloomberg
Education
University of Iowa - Henry B. Tippie College of Business
MBA, Finance and Investments
University of Illinois at Urbana-Champaign 1979 — 1983
BS, Mechanical Engineering
Sun Capital Advisers LLC June 2010 - Present
Principal Global Investors 1999 - 2009
Principal Financial Group 1995 - 1998
Skills
Capital Markets, Portfolio Management, Valuation, Bonds, Investments, Fixed Income, Financial Modeling, Asset Management, Equities, Structured Finance, Bloomberg
Education
University of Iowa - Henry B. Tippie College of Business
MBA, Finance and Investments
University of Illinois at Urbana-Champaign 1979 — 1983
BS, Mechanical Engineering
David Whisler's Principal Global Investors Experience May 2014 - Present
Job Senior Financial Accounting Analyst at Principal Global Investors
Industry Investment Management
Experience
Principal Global Investors May 2014 - Present
Aviva Investors July 2007 - May 2014
Wells Fargo 2001 - 2005
Skills
Business Analysis, Process Improvement, Requirements Analysis, Requirements Gathering, Financial Analysis, Business Process, Risk Management
Education
University of Iowa - Henry B. Tippie College of Business
MBA
Upper Iowa University
BS, Accounting
Principal Global Investors May 2014 - Present
Aviva Investors July 2007 - May 2014
Wells Fargo 2001 - 2005
Skills
Business Analysis, Process Improvement, Requirements Analysis, Requirements Gathering, Financial Analysis, Business Process, Risk Management
Education
University of Iowa - Henry B. Tippie College of Business
MBA
Upper Iowa University
BS, Accounting
Lori Beyer's Principal Global Investors Experience December 2008 - Present
Job Senior Financial Accounting Analyst at Principal Global Investors
Industry Investment Management
Experience
Principal Global Investors December 2008 - Present
Principal Global Investors August 2007 - November 2008
ARAG Group 2001 - 2008
Garst Seed Company June 1999 - March 2001
Education
Simpson College 1992 — 1995
BA, Accounting
Principal Global Investors December 2008 - Present
Principal Global Investors August 2007 - November 2008
ARAG Group 2001 - 2008
Garst Seed Company June 1999 - March 2001
Education
Simpson College 1992 — 1995
BA, Accounting
Anthony Cendana's Principal Global Investors Experience IT Application Analyst - LeadPrincipal Financial Group2004 - Present
Job IT Application Analyst Lead at Principal Global Investors
Industry Investment Management
Experience
Principal Global Investors IT Application Analyst - LeadPrincipal Financial Group2004 - Present
Skills
Business Analysis, SharePoint, Visio
Education
University of Iowa
Principal Global Investors IT Application Analyst - LeadPrincipal Financial Group2004 - Present
Skills
Business Analysis, SharePoint, Visio
Education
University of Iowa
Eric Forret, ChFC®'s Principal Global Investors Experience July 2008 - Present
Job Institutional Advisory Specialist at Principal Global Investors
Industry Financial Services
Experience
Principal Global Investors July 2008 - Present
Principal Financial Group September 2006 - June 2008
Principal Financial Group February 2000 - August 2006
Skills
Series 7, Investment Advisory, Asset Allocation, Investment Strategies, Mutual Funds, Securities, Investments, Retirement, Series 63, Wealth Management, Fixed Annuities, Retirement Planning, 401k
Education
Simpson College
Bachelor of Arts (B.A.), Marketing
Principal Global Investors July 2008 - Present
Principal Financial Group September 2006 - June 2008
Principal Financial Group February 2000 - August 2006
Skills
Series 7, Investment Advisory, Asset Allocation, Investment Strategies, Mutual Funds, Securities, Investments, Retirement, Series 63, Wealth Management, Fixed Annuities, Retirement Planning, 401k
Education
Simpson College
Bachelor of Arts (B.A.), Marketing
Brooke Koenigsaecker, CFA's Principal Global Investors Experience March 2002 - August 2008
Job Investment Management Professional
Industry Investment Management
Experience
RPX LLC June 2011 - Present
University of Chicago Booth School of Business August 2009 - June 2011
Principal Global Investors March 2002 - August 2008
Principal Global Investors May 1999 - March 2002
Skills
Capital Markets, Bloomberg, Private Placements, Fixed Income, Financial Modeling, Valuation, Derivatives, Portfolio Management, Economics, Alternative Investments, Structured Products, CLOs
Education
The University of Chicago - Booth School of Business 2009 — 2011
Master of Business Administration (MBA), Finance and Economics
University of Iowa
BBA, Economics
RPX LLC June 2011 - Present
University of Chicago Booth School of Business August 2009 - June 2011
Principal Global Investors March 2002 - August 2008
Principal Global Investors May 1999 - March 2002
Skills
Capital Markets, Bloomberg, Private Placements, Fixed Income, Financial Modeling, Valuation, Derivatives, Portfolio Management, Economics, Alternative Investments, Structured Products, CLOs
Education
The University of Chicago - Booth School of Business 2009 — 2011
Master of Business Administration (MBA), Finance and Economics
University of Iowa
BBA, Economics
Ashley Edgington's Principal Global Investors Experience November 2013 - Present
Job Performance Analyst at Principal Global Investors
Industry Financial Services
Experience
Principal Global Investors November 2013 - Present
Pearson April 2009 - January 2015
Principal Global Investors August 2010 - November 2013
Marsh September 2009 - August 2010
Diversified Investment Advisors May 2008 - August 2008
Principal Global Investors June 2007 - December 2007
Veterans Administration October 2004 - August 2006
Skills
Financial Analysis
Education
University of Iowa - Henry B. Tippie College of Business 2004 — 2008
BBA, Finance
Principal Global Investors November 2013 - Present
Pearson April 2009 - January 2015
Principal Global Investors August 2010 - November 2013
Marsh September 2009 - August 2010
Diversified Investment Advisors May 2008 - August 2008
Principal Global Investors June 2007 - December 2007
Veterans Administration October 2004 - August 2006
Skills
Financial Analysis
Education
University of Iowa - Henry B. Tippie College of Business 2004 — 2008
BBA, Finance
Irene Niemeier's Principal Global Investors Experience May 2001 - June 2013
Job Director, Consultant Relations at Principal Global Investors
Industry Investment Management
Experience
Principal Global Investors May 2001 - June 2013
McKinley Capital Management August 1999 - February 2001
DeMarche Associates Inc September 1997 - August 1999
Boatmen's Trust Company April 1992 - August 1997
Washington University January 1990 - April 1992
Centerre National Bank/Boatmen's Bank April 1981 - January 1990
Skills
New Business Development, Hold Series 7, Marketing Strategy, Marketing Communications, Sales, Financial Markets, Program Management, Product Marketing, Strategy, Financial Services, Asset Allocation, Fundraising, Relationship Management, Strategic Planning, Institutional..., Wealth Management
Education
University of Cincinnati
BA and BS, English and Secondary Education
University of Cincinnati
M.B.A, Finance and Marketing
Principal Global Investors May 2001 - June 2013
McKinley Capital Management August 1999 - February 2001
DeMarche Associates Inc September 1997 - August 1999
Boatmen's Trust Company April 1992 - August 1997
Washington University January 1990 - April 1992
Centerre National Bank/Boatmen's Bank April 1981 - January 1990
Skills
New Business Development, Hold Series 7, Marketing Strategy, Marketing Communications, Sales, Financial Markets, Program Management, Product Marketing, Strategy, Financial Services, Asset Allocation, Fundraising, Relationship Management, Strategic Planning, Institutional..., Wealth Management
Education
University of Cincinnati
BA and BS, English and Secondary Education
University of Cincinnati
M.B.A, Finance and Marketing
Kristin Cheeseman's Principal Global Investors Experience August 2015 - Present
Job Principal Global Investors Global Marketing Consultant
Industry Financial Services
Experience
Principal Global Investors August 2015 - Present
Pine River Capital Management September 2013 - April 2015
Goldman Sachs June 2010 - August 2013
Butterfield Fulcrum November 2006 - April 2010
Spectrum Global Fund Administration August 2004 - July 2006
Skills
Financial Modeling, Alternative Investments, Financial Analysis, Asset Management, Hedge Funds
Education
Texas Christian University - M.J. Neeley School of Business 1999 — 2003
Entrepreneurial Management
Roosevelt 1995 — 1999
Principal Global Investors August 2015 - Present
Pine River Capital Management September 2013 - April 2015
Goldman Sachs June 2010 - August 2013
Butterfield Fulcrum November 2006 - April 2010
Spectrum Global Fund Administration August 2004 - July 2006
Skills
Financial Modeling, Alternative Investments, Financial Analysis, Asset Management, Hedge Funds
Education
Texas Christian University - M.J. Neeley School of Business 1999 — 2003
Entrepreneurial Management
Roosevelt 1995 — 1999
Carrie Gosnell's Principal Global Investors Experience May 2013 - Present
Job IT Business Analyst at Principal Global Investors
Industry Investment Management
Experience
Principal Global Investors May 2013 - Present
Principal Global Investors October 2011 - May 2013
Principal Global Investors June 2006 - February 2011
Principal Financial Group October 2003 - June 2006
John Deere June 2002 - January 2003
Wartburg College September 2000 - December 2002
Skills
Data Analysis, Mathematics, Statistics, Data Transformation, Python, Java, Performance Measurement, Performance Attribution, CIPM, Business Analysis, Investments, FactSet, Testing, Analysis, Microsoft Office, Microsoft Excel, MS Excel Pivot Tables, SharePoint, SQL, System Administration, JIRA, Confluence, Valuation, Process Improvement, Portia, Equities, Leadership, German, Currency, VBA, Maple, Minitab
Education
Universität Salzburg 2003 — 2003
German
Wartburg College 1999 — 2003
BA, Mathematics
Principal Global Investors May 2013 - Present
Principal Global Investors October 2011 - May 2013
Principal Global Investors June 2006 - February 2011
Principal Financial Group October 2003 - June 2006
John Deere June 2002 - January 2003
Wartburg College September 2000 - December 2002
Skills
Data Analysis, Mathematics, Statistics, Data Transformation, Python, Java, Performance Measurement, Performance Attribution, CIPM, Business Analysis, Investments, FactSet, Testing, Analysis, Microsoft Office, Microsoft Excel, MS Excel Pivot Tables, SharePoint, SQL, System Administration, JIRA, Confluence, Valuation, Process Improvement, Portia, Equities, Leadership, German, Currency, VBA, Maple, Minitab
Education
Universität Salzburg 2003 — 2003
German
Wartburg College 1999 — 2003
BA, Mathematics
Chad Severin's Principal Global Investors Experience October 2006 - Present
Job Senior Portfolio Manager Asst for MultiAsset Advisors
Industry Investment Management
Experience
Principal Global Investors October 2006 - Present
Principal Global Investors September 2004 - October 2006
Principal Global Investors January 2003 - September 2004
MetLife Investors June 2002 - January 2003
Skills
Data Analysis, Equities, Accounting
Education
Simpson College 1998 — 2002
Accounting, Accounting, Finance
Principal Global Investors October 2006 - Present
Principal Global Investors September 2004 - October 2006
Principal Global Investors January 2003 - September 2004
MetLife Investors June 2002 - January 2003
Skills
Data Analysis, Equities, Accounting
Education
Simpson College 1998 — 2002
Accounting, Accounting, Finance
Adam Maeder's Principal Global Investors Experience January 2009 - August 2009
Job Associate Analyst at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities May 2015 - Present
Westwicke Partners, LLC October 2013 - May 2015
Piper Jaffray June 2010 - July 2013
University of Iowa Krause Fund January 2010 - May 2010
Principal Global Investors January 2009 - August 2009
Baker Tilly Virchow Krause, LLP June 2008 - July 2008
Skills
Financial Modeling, Investments, Equity Capital Markets, Valuation, Bloomberg, Equities, Financial Analysis, Investor Relations, FactSet
Education
University of Iowa - Henry B. Tippie College of Business
B.B.A., Finance
IES Institute of Milan, Italy
Wells Fargo Securities May 2015 - Present
Westwicke Partners, LLC October 2013 - May 2015
Piper Jaffray June 2010 - July 2013
University of Iowa Krause Fund January 2010 - May 2010
Principal Global Investors January 2009 - August 2009
Baker Tilly Virchow Krause, LLP June 2008 - July 2008
Skills
Financial Modeling, Investments, Equity Capital Markets, Valuation, Bloomberg, Equities, Financial Analysis, Investor Relations, FactSet
Education
University of Iowa - Henry B. Tippie College of Business
B.B.A., Finance
IES Institute of Milan, Italy
Loryssa L. Rippey's Principal Global Investors Experience June 1995 - August 2003
Job AVP, Commercial Mortgage Administration
Industry Investment Management
Experience
American Equity Investment Life January 2015 - Present
American Equity Investment Life August 2014 - January 2015
Athene Asset Management (formerly Aviva Investors) January 2008 - August 2014
Henderson Business Group September 2005 - January 2008
Terrus Real Estate Group September 2003 - September 2005
Principal Global Investors June 1995 - August 2003
Skills
Asset Managment, Portfolio Management, Real Estate Economics, Real Estate, Valuation, Investments, Commercial Mortgages, Asset Management, Bloomberg, Real Estate Development, Due Diligence, Equities, Investment Properties, Disposition, Investment Strategies, Tenant, Leases, Risk Management, Lease Negotiations, Appraisals, Investment Management, Real Estate Financing, Commercial Real Estate, Brokerage, Corporate Real Estate, Financial Analysis, Real Estate Transactions, Financial Modeling, Property Management, Loans, Credit Analysis, Mortgage Lending, Landlords, Corporate Finance, Financial Services, Location Intelligence, Acquisitions, Financial Reporting, Investment Advisory, Finance, Tenant Representation, Negotiation, REO, Sellers, Property, Investors, Buyers, Contract Negotiation, Business Valuation, Foreclosures
Education
University of Iowa 2012 — 2014
Master's Degree, Business Administration
University of Northern Iowa 1990 — 1995
Finance, Real Estate
American Equity Investment Life January 2015 - Present
American Equity Investment Life August 2014 - January 2015
Athene Asset Management (formerly Aviva Investors) January 2008 - August 2014
Henderson Business Group September 2005 - January 2008
Terrus Real Estate Group September 2003 - September 2005
Principal Global Investors June 1995 - August 2003
Skills
Asset Managment, Portfolio Management, Real Estate Economics, Real Estate, Valuation, Investments, Commercial Mortgages, Asset Management, Bloomberg, Real Estate Development, Due Diligence, Equities, Investment Properties, Disposition, Investment Strategies, Tenant, Leases, Risk Management, Lease Negotiations, Appraisals, Investment Management, Real Estate Financing, Commercial Real Estate, Brokerage, Corporate Real Estate, Financial Analysis, Real Estate Transactions, Financial Modeling, Property Management, Loans, Credit Analysis, Mortgage Lending, Landlords, Corporate Finance, Financial Services, Location Intelligence, Acquisitions, Financial Reporting, Investment Advisory, Finance, Tenant Representation, Negotiation, REO, Sellers, Property, Investors, Buyers, Contract Negotiation, Business Valuation, Foreclosures
Education
University of Iowa 2012 — 2014
Master's Degree, Business Administration
University of Northern Iowa 1990 — 1995
Finance, Real Estate
John Vujnovich's Principal Global Investors Experience July 2010 - Present
Job IT System Liaison IV at Principal Global Investors
Industry Investment Management
Experience
Principal Global Investors July 2010 - Present
Principal Global Investors March 2007 - July 2010
Princor Financial Services Corporation 1998 - 2001
Princor Financial Services Corporation 1998 - 2001
Skills
Requirements Gathering, Vendor Management, Business Requirements, Business Analysis, SDLC, Visio, Requirements Analysis, Financial Services, Business Process, Risk Management, Business Intelligence, Analysis, SharePoint, Software Documentation
Education
Simpson College 2005 — 2009
Bachelor of Arts, Marketing
Principal Global Investors July 2010 - Present
Principal Global Investors March 2007 - July 2010
Princor Financial Services Corporation 1998 - 2001
Princor Financial Services Corporation 1998 - 2001
Skills
Requirements Gathering, Vendor Management, Business Requirements, Business Analysis, SDLC, Visio, Requirements Analysis, Financial Services, Business Process, Risk Management, Business Intelligence, Analysis, SharePoint, Software Documentation
Education
Simpson College 2005 — 2009
Bachelor of Arts, Marketing
Alison Flaherty's Principal Global Investors Experience December 2013 - Present
Job Global Marketing Consultant
Industry Marketing and Advertising
Experience
Principal Global Investors December 2013 - Present
Principal Global Investors September 2011 - December 2013
Faegre & Benson LLP January 2011 - April 2012
Employee & Family Resources November 2006 - March 2010
Skills
Customer Service..., Marketing, Public Relations, Event Management, Marketing Communications, Leadership, Event Planning, Marketing Strategy
Education
Simpson College 1995 — 1999
BA, Corporate Communications and Management
Principal Global Investors December 2013 - Present
Principal Global Investors September 2011 - December 2013
Faegre & Benson LLP January 2011 - April 2012
Employee & Family Resources November 2006 - March 2010
Skills
Customer Service..., Marketing, Public Relations, Event Management, Marketing Communications, Leadership, Event Planning, Marketing Strategy
Education
Simpson College 1995 — 1999
BA, Corporate Communications and Management
Erik (Rick) S. Talbot's Principal Global Investors Experience June 2014 - Present
Job Retired Sr Operations Mgr at Principal Global Investors
Industry Investment Management
Experience
Principal Global Investors June 2014 - Present
Principal Global Investors September 2006 - June 2014
Terrus Real Estate Group January 2000 - August 2006
Principal Global Investors January 1984 - December 1999
Principal Financial Group 1996 - 1997
Principal Global Investors January 1984 - January 1985
US Army December 1976 - March 1981
Skills
Valuation, Finance, Investments, Portfolio Management, Real Estate Economics, Mortgage Lending, Strategic Planning, Asset Managment, Financial Analysis, Asset Management, Financial Modeling, Due Diligence, Real Estate, Commercial Real Estate, Underwriting
Education
University of Iowa 1981 — 1983
Masters Business Administration, Finance
University of Iowa 1972 — 1976
Bachelors Business Adminstrator, Financial Economics
Principal Global Investors June 2014 - Present
Principal Global Investors September 2006 - June 2014
Terrus Real Estate Group January 2000 - August 2006
Principal Global Investors January 1984 - December 1999
Principal Financial Group 1996 - 1997
Principal Global Investors January 1984 - January 1985
US Army December 1976 - March 1981
Skills
Valuation, Finance, Investments, Portfolio Management, Real Estate Economics, Mortgage Lending, Strategic Planning, Asset Managment, Financial Analysis, Asset Management, Financial Modeling, Due Diligence, Real Estate, Commercial Real Estate, Underwriting
Education
University of Iowa 1981 — 1983
Masters Business Administration, Finance
University of Iowa 1972 — 1976
Bachelors Business Adminstrator, Financial Economics
YUSUKE SORITA's Principal Global Investors Experience May 2015 - Present
Job Principal Global Investors(Secondment from NIppon Life Insurance Company)
Industry Insurance
Experience
Principal Global Investors May 2015 - Present
NLI International, Inc ( Nippon Life Insurance Company) April 2013 - April 2015
Schroders April 2011 - March 2013
Metzler April 2010 - March 2011
NIPPON LIFE INSURANCE COMPANY April 2002 - March 2010
Skills
Portfolio Management, Investments, Risk Management, Financial Analysis, Asset Management, Equities, Valuation, Insurance, Fixed Income, Derivatives, Financial Risk, Corporate Finance, Financial Markets, Capital Markets, Bloomberg, Asset Allocation
Education
The University of Tokyo
Chemical System Engineering
Principal Global Investors May 2015 - Present
NLI International, Inc ( Nippon Life Insurance Company) April 2013 - April 2015
Schroders April 2011 - March 2013
Metzler April 2010 - March 2011
NIPPON LIFE INSURANCE COMPANY April 2002 - March 2010
Skills
Portfolio Management, Investments, Risk Management, Financial Analysis, Asset Management, Equities, Valuation, Insurance, Fixed Income, Derivatives, Financial Risk, Corporate Finance, Financial Markets, Capital Markets, Bloomberg, Asset Allocation
Education
The University of Tokyo
Chemical System Engineering
Lu Gao's Principal Global Investors Experience November 2013 - Present
Job Credit Analyst at Principal Global Investors
Industry Investment Management
Experience
Principal Global Investors November 2013 - Present
Aviva Investors North America, Inc. June 2012 - October 2013
Aviva Investors North America, Inc. January 2012 - May 2012
Principal Global Investors June 2011 - August 2011
Genomic Tech Facility, Iowa State University October 2008 - May 2010
Skills
Equities, Investment Management, Financial Modeling, Data Analysis, Financial Analysis, Project Management, Valuation, Portfolio Management, Investments, Analysis, Product Development, Corporate Finance, Microsoft Excel, Strategic Planning, Financial Reporting, Microsoft Office, Microsoft Word
Education
University of Iowa - Henry B. Tippie College of Business 2010 — 2012
Master of Business Administration (M.B.A.), Investment Management, Graduate with Distinction
University of Rochester School of Medicine and Dentistry 2003 — 2008
Doctor of Philosophy, Biochemistry
Principal Global Investors November 2013 - Present
Aviva Investors North America, Inc. June 2012 - October 2013
Aviva Investors North America, Inc. January 2012 - May 2012
Principal Global Investors June 2011 - August 2011
Genomic Tech Facility, Iowa State University October 2008 - May 2010
Skills
Equities, Investment Management, Financial Modeling, Data Analysis, Financial Analysis, Project Management, Valuation, Portfolio Management, Investments, Analysis, Product Development, Corporate Finance, Microsoft Excel, Strategic Planning, Financial Reporting, Microsoft Office, Microsoft Word
Education
University of Iowa - Henry B. Tippie College of Business 2010 — 2012
Master of Business Administration (M.B.A.), Investment Management, Graduate with Distinction
University of Rochester School of Medicine and Dentistry 2003 — 2008
Doctor of Philosophy, Biochemistry
Samuel Joy's Principal Global Investors Experience May 2012 - Present
Job Trading Assistant at Principal Global Investors
Industry Financial Services
Experience
Principal Global Investors May 2012 - Present
Principal Global Investors November 2011 - May 2012
Krause Fund August 2010 - December 2010
Education
University of Iowa 2007 — 2011
BBA, Finance and Economics
Principal Global Investors May 2012 - Present
Principal Global Investors November 2011 - May 2012
Krause Fund August 2010 - December 2010
Education
University of Iowa 2007 — 2011
BBA, Finance and Economics
Alexander Schelling's Principal Global Investors Experience May 2012 - September 2012
Job Financial Advisor at Roshek Financial Services
Industry Financial Services
Experience
Principal Financial Group September 2012 - Present
Principal Global Investors May 2012 - September 2012
Harvest Innovations May 2011 - March 2012
SM Concrete June 2007 - August 2008
Euken Farms June 2006 - September 2006
Hy-Vee May 2003 - May 2005
Skills
Microsoft Excel, Microsoft Office, Outlook, PowerPoint, Microsoft Word, Public Speaking, Customer Service, Teamwork, Financial Analysis, Real Estate, Asset Managment, Financial Modeling, Valuation, Life Insurance, Accounting, Asset Management, Finance, Investments, Financial Reporting, Bloomberg, Portfolio Management, 401k, Strategic Financial..., Series 7, Investment Advisory, Retirement Planning, IRAs, Wealth Management, Mutual Funds, Small Business, Estate Planning, Financial Planners, Series 6
Education
Simpson College 2008 — 2012
Accounting, Business Management
Atlantic Community High School Atlantic 2003 — 2008
Principal Financial Group September 2012 - Present
Principal Global Investors May 2012 - September 2012
Harvest Innovations May 2011 - March 2012
SM Concrete June 2007 - August 2008
Euken Farms June 2006 - September 2006
Hy-Vee May 2003 - May 2005
Skills
Microsoft Excel, Microsoft Office, Outlook, PowerPoint, Microsoft Word, Public Speaking, Customer Service, Teamwork, Financial Analysis, Real Estate, Asset Managment, Financial Modeling, Valuation, Life Insurance, Accounting, Asset Management, Finance, Investments, Financial Reporting, Bloomberg, Portfolio Management, 401k, Strategic Financial..., Series 7, Investment Advisory, Retirement Planning, IRAs, Wealth Management, Mutual Funds, Small Business, Estate Planning, Financial Planners, Series 6
Education
Simpson College 2008 — 2012
Accounting, Business Management
Atlantic Community High School Atlantic 2003 — 2008
Ashley Rooney's Principal Global Investors Experience March 2014 - Present
Job Investment Operations Analyst at Principal Global Investors
Industry Investment Management
Experience
Principal Global Investors March 2014 - Present
Principal Global Investors November 2011 - March 2014
Principal Global Investors May 2011 - November 2011
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Financial Analysis, Research, Financial Modeling, Teamwork, Customer Service, Investments, Bloomberg, Valuation, Corporate Finance
Education
University of Iowa - Henry B. Tippie College of Business 2013 — 2015
University of Northern Iowa 2007 — 2011
Bachelor of Arts (BA), Finance, General
Principal Global Investors March 2014 - Present
Principal Global Investors November 2011 - March 2014
Principal Global Investors May 2011 - November 2011
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Financial Analysis, Research, Financial Modeling, Teamwork, Customer Service, Investments, Bloomberg, Valuation, Corporate Finance
Education
University of Iowa - Henry B. Tippie College of Business 2013 — 2015
University of Northern Iowa 2007 — 2011
Bachelor of Arts (BA), Finance, General
Christopher Reddy's Principal Global Investors Experience September 2014 - Present
Job Executive Director at Principal Global Investors
Industry Investment Management
Experience
Principal Global Investors September 2014 - Present
Principal Global Investors (Europe) Ltd. June 2011 - September 2014
Nippon Life Insurance Company of America 2005 - 2009
Skills
Securities, Investments, Asset Management, Mergers & Acquisitions, Portfolio Management, Equities, Strategic Planning, Insurance, Management, Alternative Investments, Fixed Income, Asset Managment, Hedge Funds, Business Development, Mutual Funds, Financial Services, Marketing Strategy
Education
State University of New York at Albany 1982 — 1986
Bachelor of Science (B.S.), Marketing and Finance
Principal Global Investors September 2014 - Present
Principal Global Investors (Europe) Ltd. June 2011 - September 2014
Nippon Life Insurance Company of America 2005 - 2009
Skills
Securities, Investments, Asset Management, Mergers & Acquisitions, Portfolio Management, Equities, Strategic Planning, Insurance, Management, Alternative Investments, Fixed Income, Asset Managment, Hedge Funds, Business Development, Mutual Funds, Financial Services, Marketing Strategy
Education
State University of New York at Albany 1982 — 1986
Bachelor of Science (B.S.), Marketing and Finance
Eve Willis's Principal Global Investors Experience March 2012 - Present
Job IT Architect at Principal Global Investors
Industry Investment Management
Experience
Principal Global Investors March 2012 - Present
Principal Global Investors July 2004 - March 2012
Children and Families of Iowa 2003 - 2004
Skills
Data Warehousing, SQL, Business Requirements, Requirements Analysis, SSIS, Enterprise Architecture, Data Integration, Software Documentation, Data Analysis, Data Modeling, IT Strategy, Business Process, Database Design, Database Administration, Microsoft SQL Server, SQL Tuning, SSRS, SSAS, Disaster Recovery, Information Architecture, Data Classification, Data Quality, Metadata Management, Data Security, Data Synchronization, Lifecycle Management, Visual Studio, Microsoft Office, Vendor Management, Project Planning, Team Building
Education
University of Iowa - Henry B. Tippie College of Business 2007 — 2010
MBA, Master of Business Administration
Simpson College 2000 — 2004
BS, Computer Science, Spanish, Math
Principal Global Investors March 2012 - Present
Principal Global Investors July 2004 - March 2012
Children and Families of Iowa 2003 - 2004
Skills
Data Warehousing, SQL, Business Requirements, Requirements Analysis, SSIS, Enterprise Architecture, Data Integration, Software Documentation, Data Analysis, Data Modeling, IT Strategy, Business Process, Database Design, Database Administration, Microsoft SQL Server, SQL Tuning, SSRS, SSAS, Disaster Recovery, Information Architecture, Data Classification, Data Quality, Metadata Management, Data Security, Data Synchronization, Lifecycle Management, Visual Studio, Microsoft Office, Vendor Management, Project Planning, Team Building
Education
University of Iowa - Henry B. Tippie College of Business 2007 — 2010
MBA, Master of Business Administration
Simpson College 2000 — 2004
BS, Computer Science, Spanish, Math
Neil Colorado's Principal Global Investors Experience March 2003 - August 2008
Job IT Service Manager at De Lage Landen
Industry Financial Services
Experience
De Lage Landen January 2014 - Present
Athene (Formerly Aviva) March 2011 - January 2014
Aviva Investors August 2008 - March 2011
Principal Global Investors March 2003 - August 2008
Principal Global Investors June 2000 - March 2003
Education
University of Iowa - Henry B. Tippie College of Business 2006 — 2012
Master of Business Adminstration
Simpson College
Bachelor of Arts, Computer Information Systems
De Lage Landen January 2014 - Present
Athene (Formerly Aviva) March 2011 - January 2014
Aviva Investors August 2008 - March 2011
Principal Global Investors March 2003 - August 2008
Principal Global Investors June 2000 - March 2003
Education
University of Iowa - Henry B. Tippie College of Business 2006 — 2012
Master of Business Adminstration
Simpson College
Bachelor of Arts, Computer Information Systems
Matt Trosper's Principal Global Investors Experience April 2013 - Present
Job Derivatives Strategist at Principal Global Investors
Industry Investment Management
Experience
Principal Global Investors April 2013 - Present
Aviva Investors 2006 - April 2013
Aviva Investors 2008 - 2009
Aviva Investors 2002 - 2006
Aviva Investors 2001 - 2002
Andersen Business Consulting August 1999 - November 2001
Skills
Global Asset Management, Fixed Income Portfolio..., Fixed Income, Fixed Income Analysis, Alternative Investments, Hedge Funds, Derivatives, Equity Derivatives, Credit Derivatives, Credit Risk, Risk Management, Bloomberg, Microsoft Office, Matlab, Programming, Business Analysis, Business Process..., Trading, Information Technology, Quantitative Finance, Quantitative Analytics, Quantitative Risk, Valuation, Investments, Asset Management, Asset Allocation, Portfolio Management, Investment Management, Finance, Credit
Education
University of Iowa 2002 — 2005
Master of Business Administration (MBA), Finance, General
Unversity of Notre Dame 1995 — 1999
Bachelor of Engineering (B.E.), Civil Engineering
Principal Global Investors April 2013 - Present
Aviva Investors 2006 - April 2013
Aviva Investors 2008 - 2009
Aviva Investors 2002 - 2006
Aviva Investors 2001 - 2002
Andersen Business Consulting August 1999 - November 2001
Skills
Global Asset Management, Fixed Income Portfolio..., Fixed Income, Fixed Income Analysis, Alternative Investments, Hedge Funds, Derivatives, Equity Derivatives, Credit Derivatives, Credit Risk, Risk Management, Bloomberg, Microsoft Office, Matlab, Programming, Business Analysis, Business Process..., Trading, Information Technology, Quantitative Finance, Quantitative Analytics, Quantitative Risk, Valuation, Investments, Asset Management, Asset Allocation, Portfolio Management, Investment Management, Finance, Credit
Education
University of Iowa 2002 — 2005
Master of Business Administration (MBA), Finance, General
Unversity of Notre Dame 1995 — 1999
Bachelor of Engineering (B.E.), Civil Engineering
Christina (Paris) Warrick, CFA's Principal Global Investors Experience July 2001 - Present
Job Portfolio Manager at Principal Global Investors
Industry Investment Management
Experience
Principal Global Investors July 2001 - Present
Skills
Portfolio Management, Fixed Income, Bloomberg
Education
University of Iowa
Master of Business Administration (MBA), Finance
University of Northern Iowa
Bachelor's degree, Finance and Economics
Principal Global Investors July 2001 - Present
Skills
Portfolio Management, Fixed Income, Bloomberg
Education
University of Iowa
Master of Business Administration (MBA), Finance
University of Northern Iowa
Bachelor's degree, Finance and Economics
Buehrle Chip's Principal Global Investors Experience May 2007 - Present
Job Investment Advisor at Principal Global Investors
Industry Investment Management
Experience
Principal Global Investors May 2007 - Present
Skills
Investments, Asset Management, Asset Allocation, Equities, Investment Strategies, Fixed Income, Portfolio Management, Investment Advisory, Alternative Investments, Mutual Funds, Wealth Management, Bonds, Securities, Bloomberg, Hedge Funds
Education
University of Arizona 1976 — 1979
Master of Fine Arts (MFA), Creative Writing
University of Wisconsin-Milwaukee 1972 — 1976
Bachelor of Arts (B.A.), Communication and Media Studies
Principal Global Investors May 2007 - Present
Skills
Investments, Asset Management, Asset Allocation, Equities, Investment Strategies, Fixed Income, Portfolio Management, Investment Advisory, Alternative Investments, Mutual Funds, Wealth Management, Bonds, Securities, Bloomberg, Hedge Funds
Education
University of Arizona 1976 — 1979
Master of Fine Arts (MFA), Creative Writing
University of Wisconsin-Milwaukee 1972 — 1976
Bachelor of Arts (B.A.), Communication and Media Studies
Cristy Geilenfeld's Principal Global Investors Experience 2007 - 2012
Job Investment Operations Analyst II at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group 2012 - Present
Principal Global Investors 2007 - 2012
Education
University of Iowa - Henry B. Tippie College of Business 2008 — 2009
Master of Business Administration (MBA)
University of Iowa 1999 — 2003
BBA, Finance
Principal Financial Group 2012 - Present
Principal Global Investors 2007 - 2012
Education
University of Iowa - Henry B. Tippie College of Business 2008 — 2009
Master of Business Administration (MBA)
University of Iowa 1999 — 2003
BBA, Finance
Eric Wittrock's Principal Global Investors Experience September 2013 - Present
Job Investment Operations Analyst at Principal Global Investors
Industry Financial Services
Experience
Principal Global Investors September 2013 - Present
ALPS, A DST Company March 2013 - August 2013
ALPS, A DST Company May 2010 - March 2013
ALPS, A DST Company February 2008 - May 2010
ALPS, A DST Company October 2006 - February 2008
Education
University of Colorado at Denver
Bachelor of Science (B.S.), Business Administration, Management
Principal Global Investors September 2013 - Present
ALPS, A DST Company March 2013 - August 2013
ALPS, A DST Company May 2010 - March 2013
ALPS, A DST Company February 2008 - May 2010
ALPS, A DST Company October 2006 - February 2008
Education
University of Colorado at Denver
Bachelor of Science (B.S.), Business Administration, Management
Kelley Bonnes's Principal Global Investors Experience March 2014 - Present
Job Investment Operations Manager at Principal Global Investors
Industry Investment Management
Experience
Principal Global Investors March 2014 - Present
Principal Global Investors October 2005 - March 2014
Skills
Investments, Fixed Income, Equities, Bloomberg, Securities, Finance, Accounting, Fund Accounting, Bonds, Microsoft Excel, Asset Management, Mutual Funds
Education
Simpson College 2001 — 2005
Bachelor's degree, Accounting
Principal Global Investors March 2014 - Present
Principal Global Investors October 2005 - March 2014
Skills
Investments, Fixed Income, Equities, Bloomberg, Securities, Finance, Accounting, Fund Accounting, Bonds, Microsoft Excel, Asset Management, Mutual Funds
Education
Simpson College 2001 — 2005
Bachelor's degree, Accounting
Patrick Peddicord's Principal Global Investors Experience January 2005 - June 2014
Job Senior Application Analyst at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group June 2014 - Present
Principal Global Investors January 2005 - June 2014
Skills
Hadoop, Data Integration, Data Analysis, Data Warehousing, SharePoint, Business Intelligence, SQL, Hive, Crystal Reports, IT Infrastructure..., SSRS, SSIS, Database Design, Risk Modeling, Business Requirements, Microsoft SQL Server, Data Modeling, .NET, ETL
Education
University of Iowa - Henry B. Tippie College of Business 2007 — 2010
Master of Business Administration (MBA)
University of Iowa 1999 — 2003
Bachelor of Business Administration (BBA), Management Information Systems, General
Principal Financial Group June 2014 - Present
Principal Global Investors January 2005 - June 2014
Skills
Hadoop, Data Integration, Data Analysis, Data Warehousing, SharePoint, Business Intelligence, SQL, Hive, Crystal Reports, IT Infrastructure..., SSRS, SSIS, Database Design, Risk Modeling, Business Requirements, Microsoft SQL Server, Data Modeling, .NET, ETL
Education
University of Iowa - Henry B. Tippie College of Business 2007 — 2010
Master of Business Administration (MBA)
University of Iowa 1999 — 2003
Bachelor of Business Administration (BBA), Management Information Systems, General
Douglas Gaylor's Principal Global Investors Experience November 2009 - July 2014
Job Municipal Portfolio Manager at Guardian Life Insurance Company
Industry Investment Management
Experience
Guardian Life Insurance Company July 2014 - Present
Principal Global Investors November 2009 - July 2014
Dreyfus January 1996 - November 2009
Skills
Bonds
Education
State University of New York at Buffalo - School of Management 1980 — 1982
Master of Business Administration (MBA), Finance and Financial Management Services
State University of New York College at Brockport 1976 — 1980
Bachelor of Science (BS), Finance and Financial Management Services
Guardian Life Insurance Company July 2014 - Present
Principal Global Investors November 2009 - July 2014
Dreyfus January 1996 - November 2009
Skills
Bonds
Education
State University of New York at Buffalo - School of Management 1980 — 1982
Master of Business Administration (MBA), Finance and Financial Management Services
State University of New York College at Brockport 1976 — 1980
Bachelor of Science (BS), Finance and Financial Management Services
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY