Principal Global Investors
Industry: Company
DescriptionHeadquarters: Iowa, United States Subsidiaries: Finisterre Capital LLP, Parent organization: PrincipalFeedbackDisclaimer Claim this knowledge panel Knowledge resultSee outside Moved, closed or was never hereReportPrincipal Global Investors (Europe) LtdWebsiteDirections Saved (0) Saved Save 1 Google review Conference center in London, England Address: 1 Wood St, London EC2V 7JB Phone: 020 7710 0220Place name: : : : Website: : : Category: : Website: https://www.principalglobal.com/ Category: Conference Centre Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business? Questions & answers Ask a questionBe the first to ask a question Add a photoThank you for sharing!Your photo will be posted publicly on Google.Contribute MoreFinishedUpload public photos of Principal Global Investors (Europe) Ltd Posting publicly on the Web Write a review Reviews 1 Google review
Principal Global Investors List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Principal Global Investors. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Principal Global Investors Employees
Employee
Years
Job
Industry
Sean Biggins Sean Biggins's Principal Global Investors Experience June 2014 - July 2015
Job Equity Analyst at Perritt Capital Management
Industry Investment Management
Experience
Perritt Capital Management July 2015 - Present
Principal Global Investors June 2014 - July 2015
Principal Real Estate Investors January 2014 - June 2014
Principal Real Estate Investors January 2013 - December 2013
Principal Global Investors June 2012 - January 2013
Krause Fund 2011 - 2012
Skills
Equity Research, Equity Valuation, Bloomberg, Capital IQ, Microsoft Excel, Bonds, Barclays Point, Outlook, Bloomberg Software, Investments, Financial Modeling, Microsoft Office, SharePoint, Bloomberg Terminal, Credit Analysis, Financial Statement...
Education
University of Northern Iowa 2010 — 2012
Bachelor of Arts, Finance; Investments, 3.77/4.0
Perritt Capital Management July 2015 - Present
Principal Global Investors June 2014 - July 2015
Principal Real Estate Investors January 2014 - June 2014
Principal Real Estate Investors January 2013 - December 2013
Principal Global Investors June 2012 - January 2013
Krause Fund 2011 - 2012
Skills
Equity Research, Equity Valuation, Bloomberg, Capital IQ, Microsoft Excel, Bonds, Barclays Point, Outlook, Bloomberg Software, Investments, Financial Modeling, Microsoft Office, SharePoint, Bloomberg Terminal, Credit Analysis, Financial Statement...
Education
University of Northern Iowa 2010 — 2012
Bachelor of Arts, Finance; Investments, 3.77/4.0
Kristin Bailey Kristin Bailey's Principal Global Investors Experience July 2014 - Present
Job Asset Management Analyst at Principal Global Investors
Industry Commercial Real Estate
Experience
Principal Global Investors July 2014 - Present
Shelter Insurance Companies June 2013 - January 2014
Des Moines Golf and Country Club January 2009 - December 2013
Principal Financial Group May 2013 - August 2013
Scheels October 2012 - May 2013
Skills
Finance, Teamwork, Time Management, Customer Service, Microsoft Office, PowerPoint, Microsoft Excel, Leadership, Asset Management, Access, Social Networking, Outlook, Microsoft Word, Financial Analysis, Real Estate, Inventory Management, Customer Satisfaction, Event Planning, Bloomberg Terminal, Public Speaking, Lease Profitability..., Excel Macros, Cash Flow Analysis, Argus Modeling
Education
University of Iowa - Henry B. Tippie College of Business 2012 — 2014
Bachelor of Business Administration (BBA), Finance
Principal Global Investors July 2014 - Present
Shelter Insurance Companies June 2013 - January 2014
Des Moines Golf and Country Club January 2009 - December 2013
Principal Financial Group May 2013 - August 2013
Scheels October 2012 - May 2013
Skills
Finance, Teamwork, Time Management, Customer Service, Microsoft Office, PowerPoint, Microsoft Excel, Leadership, Asset Management, Access, Social Networking, Outlook, Microsoft Word, Financial Analysis, Real Estate, Inventory Management, Customer Satisfaction, Event Planning, Bloomberg Terminal, Public Speaking, Lease Profitability..., Excel Macros, Cash Flow Analysis, Argus Modeling
Education
University of Iowa - Henry B. Tippie College of Business 2012 — 2014
Bachelor of Business Administration (BBA), Finance
Katrina Langreck Katrina Langreck's Principal Global Investors Experience June 2006 - Present
Job Investment Operations Leader at Principal Global Investors
Industry Investment Management
Experience
Principal Global Investors June 2006 - Present
Skills
Equities, Fund Accounting, Corporate Actions, Bloomberg, Fixed Income, Accounting, Bloomberg Terminal, Financial Analysis, Investments, Securities
Education
University of Northern Iowa 2002 — 2006
BA, Accounting
Principal Global Investors June 2006 - Present
Skills
Equities, Fund Accounting, Corporate Actions, Bloomberg, Fixed Income, Accounting, Bloomberg Terminal, Financial Analysis, Investments, Securities
Education
University of Northern Iowa 2002 — 2006
BA, Accounting
Marcus Kloos Marcus Kloos's Principal Global Investors Experience August 2015 - Present
Job Portfolio Management Associate at Principal Global Investors
Industry Investment Management
Experience
Principal Global Investors August 2015 - Present
AEGON Americas November 2013 - July 2015
HJR Financial Group December 2011 - November 2013
University of Iowa - Henry B. Tippie College of Business January 2013 - May 2013
Education
University of Iowa - Henry B. Tippie College of Business 2009 — 2013
BBA, Finance & Economics; Entrepreneurial Management Certificate
Principal Global Investors August 2015 - Present
AEGON Americas November 2013 - July 2015
HJR Financial Group December 2011 - November 2013
University of Iowa - Henry B. Tippie College of Business January 2013 - May 2013
Education
University of Iowa - Henry B. Tippie College of Business 2009 — 2013
BBA, Finance & Economics; Entrepreneurial Management Certificate
Erin Haines's Principal Global Investors Experience August 2011 - August 2012
Job Marketing Consultant Specialty Benefits Division at Principal Financial Group
Industry Marketing and Advertising
Experience
Principal Financial Group June 2015 - Present
Wells Fargo October 2014 - Present
Businessolver December 2013 - October 2014
Principal Financial Group August 2013 - December 2013
Principal Financial Group August 2012 - August 2013
Principal Global Investors August 2011 - August 2012
Pella Corporation March 2011 - August 2011
Pella Corporation July 2009 - March 2011
Pella Corporation April 2009 - July 2009
Pella Corporation May 2008 - April 2009
Skills
Marketing Strategy, Marketing, Customer Service, Account Management, Microsoft Office, Strategic Planning, Marketing Communications, Cross-functional Team..., Forecasting, Project Management, Event Planning, Microsoft Excel, Advertising, Sales, PowerPoint, Process Improvement, Sales Management, Social Media, Outlook, Team Building, Social Media Marketing, Strategy, Product Marketing
Education
University of Iowa - Henry B. Tippie College of Business 2011 — 2014
MBA, Business Marketing and Management
Wartburg College 2004 — 2008
Bachelor of Arts, Communications (emphasis in Public Relations)
Principal Financial Group June 2015 - Present
Wells Fargo October 2014 - Present
Businessolver December 2013 - October 2014
Principal Financial Group August 2013 - December 2013
Principal Financial Group August 2012 - August 2013
Principal Global Investors August 2011 - August 2012
Pella Corporation March 2011 - August 2011
Pella Corporation July 2009 - March 2011
Pella Corporation April 2009 - July 2009
Pella Corporation May 2008 - April 2009
Skills
Marketing Strategy, Marketing, Customer Service, Account Management, Microsoft Office, Strategic Planning, Marketing Communications, Cross-functional Team..., Forecasting, Project Management, Event Planning, Microsoft Excel, Advertising, Sales, PowerPoint, Process Improvement, Sales Management, Social Media, Outlook, Team Building, Social Media Marketing, Strategy, Product Marketing
Education
University of Iowa - Henry B. Tippie College of Business 2011 — 2014
MBA, Business Marketing and Management
Wartburg College 2004 — 2008
Bachelor of Arts, Communications (emphasis in Public Relations)
Harrison Webb Harrison Webb's Principal Global Investors Experience May 2013 - December 2013
Job Business Analyst Consultant at Pioneer Seed Company
Industry Farming
Experience
Pioneer Seed Company August 2015 - Present
Golf Headquarters/North Iowa Golf May 2012 - May 2015
Principal Global Investors May 2013 - December 2013
Skills
Teamwork, Sales, Time Management, Leadership, Microsoft Excel, R, Microsoft Office, Financial Analysis, Access, PowerPoint, Data Analysis, Analysis, SAS Programming, SPSS, Agile Methodologies
Education
University of Northern Iowa 2010 — 2015
Bachelor of Arts (B.A.), Economics, Statistics
Pioneer Seed Company August 2015 - Present
Golf Headquarters/North Iowa Golf May 2012 - May 2015
Principal Global Investors May 2013 - December 2013
Skills
Teamwork, Sales, Time Management, Leadership, Microsoft Excel, R, Microsoft Office, Financial Analysis, Access, PowerPoint, Data Analysis, Analysis, SAS Programming, SPSS, Agile Methodologies
Education
University of Northern Iowa 2010 — 2015
Bachelor of Arts (B.A.), Economics, Statistics
Brett Ellerbroek's Principal Global Investors Experience May 2014 - Present
Job IT Database Analyst I at Principal Global Investors
Industry Information Technology and Services
Experience
Principal Global Investors May 2014 - Present
Principal Financial Group May 2013 - August 2013
Office Depot November 2009 - August 2010
Des Moines Golf and Country Club May 2008 - August 2008
Skills
Microsoft SQL Server, SQL Server Management..., Troubleshooting, Problem Solving, Databases, Powershell, SQL, T-SQL, Automation, Redgate Toolbelt, Business Intelligence..., SSIS, SSAS, SSRS, Windows Server, Windows 7, Virtual Desktop..., Mac OS, Active Directory, Group Policy, Microsoft Office
Education
University of Northern Iowa 2010 — 2014
Management Information Systems
Principal Global Investors May 2014 - Present
Principal Financial Group May 2013 - August 2013
Office Depot November 2009 - August 2010
Des Moines Golf and Country Club May 2008 - August 2008
Skills
Microsoft SQL Server, SQL Server Management..., Troubleshooting, Problem Solving, Databases, Powershell, SQL, T-SQL, Automation, Redgate Toolbelt, Business Intelligence..., SSIS, SSAS, SSRS, Windows Server, Windows 7, Virtual Desktop..., Mac OS, Active Directory, Group Policy, Microsoft Office
Education
University of Northern Iowa 2010 — 2014
Management Information Systems
Lisa Kelderman's Principal Global Investors Experience March 2005 - November 2011
Job Sr. Communication Strategist
Industry Investment Management
Experience
Principal Funds November 2011 - August 2014
Principal Global Investors March 2005 - November 2011
AdTrack Corporation July 2004 - March 2005
Skogman Realty September 2001 - July 2004
Rinderknecht Associates May 1999 - September 2001
Skills
Marketing Strategy, Social Media Marketing, Marketing, Marketing Communications, Public Relations, Social Media, Email Marketing, Corporate Communications, Integrated Marketing, Event Planning, Newsletters, Fundraising, Advertising, Market Research, Press Releases
Education
University of Northern Iowa 1995 — 1999
B.A., Public Relations/Journalism
Principal Funds November 2011 - August 2014
Principal Global Investors March 2005 - November 2011
AdTrack Corporation July 2004 - March 2005
Skogman Realty September 2001 - July 2004
Rinderknecht Associates May 1999 - September 2001
Skills
Marketing Strategy, Social Media Marketing, Marketing, Marketing Communications, Public Relations, Social Media, Email Marketing, Corporate Communications, Integrated Marketing, Event Planning, Newsletters, Fundraising, Advertising, Market Research, Press Releases
Education
University of Northern Iowa 1995 — 1999
B.A., Public Relations/Journalism
Matthew Poulton's Principal Global Investors Experience May 2015 - Present
Job Commercial Real Estate Intern at Principal Global Investors
Industry
Experience
Principal Global Investors May 2015 - Present
Kiddie Konnection Inc May 2013 - August 2013
Legacy Active Retirement Community May 2012 - August 2012
Legacy Active Retirement Community October 2011 - May 2012
Skills
Teamwork, Microsoft Word, Customer Service, Time Management, PowerPoint, Microsoft Excel, Microsoft Office, Leadership, Investments, Management, Social Networking, Team Leadership
Education
University of Northern Iowa 2013 — 2017
Bachelor's Degree, Finance and Real Estate, Junior
Iowa City High School 2009 — 2013
High School
Principal Global Investors May 2015 - Present
Kiddie Konnection Inc May 2013 - August 2013
Legacy Active Retirement Community May 2012 - August 2012
Legacy Active Retirement Community October 2011 - May 2012
Skills
Teamwork, Microsoft Word, Customer Service, Time Management, PowerPoint, Microsoft Excel, Microsoft Office, Leadership, Investments, Management, Social Networking, Team Leadership
Education
University of Northern Iowa 2013 — 2017
Bachelor's Degree, Finance and Real Estate, Junior
Iowa City High School 2009 — 2013
High School
April (Pearson) Sewell April (Pearson) Sewell's Principal Global Investors Experience May 2011 - May 2012
Job Associate Appraiser at CBRE Inc.
Industry Real Estate
Experience
CBRE Inc. October 2012 - Present
Nationwide Insurance May 2012 - October 2012
Principal Global Investors May 2011 - May 2012
Skills
Commercial Real Estate, Real Estate, Customer Service, Investments, Financial Analysis, Microsoft Word
Education
University of Northern Iowa 2007 — 2011
Bachelor of Arts (B.A.), Real Estate
University of Northern Iowa 2007 — 2011
Bachelor of Arts (B.A.), Finance, General
CBRE Inc. October 2012 - Present
Nationwide Insurance May 2012 - October 2012
Principal Global Investors May 2011 - May 2012
Skills
Commercial Real Estate, Real Estate, Customer Service, Investments, Financial Analysis, Microsoft Word
Education
University of Northern Iowa 2007 — 2011
Bachelor of Arts (B.A.), Real Estate
University of Northern Iowa 2007 — 2011
Bachelor of Arts (B.A.), Finance, General
Adam Fenton's Principal Global Investors Experience July 2005 - March 2011
Job Senior Development Manager at Holland Partner Group
Industry Commercial Real Estate
Experience
Holland Partner Group August 2011 - Present
Principal Global Investors July 2005 - March 2011
Skills
Real Estate, Asset Managment, Valuation, Financial Analysis, Underwriting, Due Diligence, Investments, Negotiation, Land Acquisition, Real Estate Development, Investment Properties, Asset Management, Mixed-use, Commercial Real Estate
Education
University of Northern Iowa 2003 — 2006
BA, Finance & Real Estate
Holland Partner Group August 2011 - Present
Principal Global Investors July 2005 - March 2011
Skills
Real Estate, Asset Managment, Valuation, Financial Analysis, Underwriting, Due Diligence, Investments, Negotiation, Land Acquisition, Real Estate Development, Investment Properties, Asset Management, Mixed-use, Commercial Real Estate
Education
University of Northern Iowa 2003 — 2006
BA, Finance & Real Estate
Phil Krause, CIPM Phil Krause, CIPM's Principal Global Investors Experience July 2014 - Present
Job Performance Analyst at Principal Global Investors
Industry Investment Management
Experience
Principal Global Investors July 2014 - Present
Principal Global Investors December 2011 - July 2014
Cetera Financial Group June 2011 - December 2011
Aviva plc June 2010 - August 2010
Wells Fargo Financial June 2009 - August 2009
Skills
Microsoft Excel
Education
University of Northern Iowa 2007 — 2011
Bachelors, Finance and Economics
Principal Global Investors July 2014 - Present
Principal Global Investors December 2011 - July 2014
Cetera Financial Group June 2011 - December 2011
Aviva plc June 2010 - August 2010
Wells Fargo Financial June 2009 - August 2009
Skills
Microsoft Excel
Education
University of Northern Iowa 2007 — 2011
Bachelors, Finance and Economics
Matt Costello, RHU Matt Costello, RHU's Principal Global Investors Experience December 2011 - July 2014
Job VP, Director of Sales at First Income Advisors
Industry Insurance
Experience
First Income Advisors July 2014 - Present
Principal Global Investors December 2011 - July 2014
UBS Financial Services, Inc January 2000 - May 2008
Skills
Asset Allocation, Investments, Investment Strategies, Securities, Fixed Income, Series 7, Portfolio Management, Asset Managment, Wealth Management, Retirement Planning, Insurance, Asset Management, Investment Advisory, Retirement Plan..., Life Insurance, Disability Insurance
Education
University of Oklahoma 1980 — 1985
Bachelor of Business Administration (B.B.A.), Accounting and Finance
First Income Advisors July 2014 - Present
Principal Global Investors December 2011 - July 2014
UBS Financial Services, Inc January 2000 - May 2008
Skills
Asset Allocation, Investments, Investment Strategies, Securities, Fixed Income, Series 7, Portfolio Management, Asset Managment, Wealth Management, Retirement Planning, Insurance, Asset Management, Investment Advisory, Retirement Plan..., Life Insurance, Disability Insurance
Education
University of Oklahoma 1980 — 1985
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Dustin Lumpa's Principal Global Investors Experience September 2007 - November 2009
Job Investment Analyst II at Principal Financial Group
Industry Investment Management
Experience
Principal Financial Group October 2012 - Present
Aviva Investors November 2009 - October 2012
Principal Global Investors September 2007 - November 2009
Principal Financial Group January 2006 - September 2007
University of Northern Iowa May 2004 - December 2005
Skills
Investments, Finance, Zephyr Style Advisor, Morningstar Direct, Customer Relations, Financial Analysis, Fixed Income, Equities, Financial Services, Data Analysis, Analysis, Microsoft Office, Outlook, Word, Excel, PowerPoint, Compliance, Barclays Point, Adobe Acrobat, Training
Education
University of Iowa - Henry B. Tippie College of Business 2010 — 2013
MBA, Marketing, 3.89
University of Northern Iowa 2002 — 2005
Bachelor of Arts (B.A.), Finance, General, 3.33
Principal Financial Group October 2012 - Present
Aviva Investors November 2009 - October 2012
Principal Global Investors September 2007 - November 2009
Principal Financial Group January 2006 - September 2007
University of Northern Iowa May 2004 - December 2005
Skills
Investments, Finance, Zephyr Style Advisor, Morningstar Direct, Customer Relations, Financial Analysis, Fixed Income, Equities, Financial Services, Data Analysis, Analysis, Microsoft Office, Outlook, Word, Excel, PowerPoint, Compliance, Barclays Point, Adobe Acrobat, Training
Education
University of Iowa - Henry B. Tippie College of Business 2010 — 2013
MBA, Marketing, 3.89
University of Northern Iowa 2002 — 2005
Bachelor of Arts (B.A.), Finance, General, 3.33
Matt Stagner, CFP©, ChFC©, AIF©'s Principal Global Investors Experience November 2010 - November 2011
Job Advanced Planning Consultant at Voya Financial Advisors, Inc.
Industry Financial Services
Experience
Voya Financial July 2015 - Present
Principal Funds December 2011 - July 2015
Principal Global Investors November 2010 - November 2011
Principal Financial Group February 2005 - November 2010
Edward Jones 2002 - 2003
Education
Webster University 2005 — 2007
MBA
University of Missouri-Columbia 1996 — 2001
BS, Personal Financial Planning
Voya Financial July 2015 - Present
Principal Funds December 2011 - July 2015
Principal Global Investors November 2010 - November 2011
Principal Financial Group February 2005 - November 2010
Edward Jones 2002 - 2003
Education
Webster University 2005 — 2007
MBA
University of Missouri-Columbia 1996 — 2001
BS, Personal Financial Planning
Levi Franzen Levi Franzen's Principal Global Investors Experience January 2004 - March 2008
Job Sr. Real Estate Relationship Manager
Industry Financial Services
Experience
Wells Fargo May 2014 - Present
American Trust & Savings Bank September 2012 - May 2014
Great Western Bank June 2012 - September 2012
First Federal Savings Bank of Iowa July 2011 - July 2012
First Federal Savings Bank of Iowa June 2008 - June 2011
Principal Global Investors January 2004 - March 2008
Skills
Loans, Commercial Lending, Credit, Underwriting, Real Estate, Credit Analysis, Commercial Banking, Commercial Mortgages, Mortgage Lending, Portfolio Management, Small Business Lending, Loan Origination, Investments, Real Estate Economics
Education
University of Iowa - Henry B. Tippie College of Business 2005 — 2009
MBA
University of Northern Iowa 1999 — 2003
BA, Real Estate and Finance
Wells Fargo May 2014 - Present
American Trust & Savings Bank September 2012 - May 2014
Great Western Bank June 2012 - September 2012
First Federal Savings Bank of Iowa July 2011 - July 2012
First Federal Savings Bank of Iowa June 2008 - June 2011
Principal Global Investors January 2004 - March 2008
Skills
Loans, Commercial Lending, Credit, Underwriting, Real Estate, Credit Analysis, Commercial Banking, Commercial Mortgages, Mortgage Lending, Portfolio Management, Small Business Lending, Loan Origination, Investments, Real Estate Economics
Education
University of Iowa - Henry B. Tippie College of Business 2005 — 2009
MBA
University of Northern Iowa 1999 — 2003
BA, Real Estate and Finance
Adam Hunemuller Adam Hunemuller's Principal Global Investors Experience 2007 - 2007
Job Operations Manager at Harting and Hunemuller Contractors
Industry Financial Services
Experience
Harting and Hunemuller Contractors August 2014 - Present
Deere Employees Credit Union January 2012 - July 2014
Premier Lending Alliance December 2009 - December 2011
Wells Fargo Financial April 2008 - December 2009
Principal Global Investors 2007 - 2007
Skills
Loans, Investments, Mortgage Lending, Sales, Credit, Business Development, Loan Origination, Banking, Real Estate, Refinance, Property Management, Cross Selling, Commercial Lending, Customer Service
Education
University of Northern Iowa 2002 — 2007
Bachelor of Arts (B.A.)
Harting and Hunemuller Contractors August 2014 - Present
Deere Employees Credit Union January 2012 - July 2014
Premier Lending Alliance December 2009 - December 2011
Wells Fargo Financial April 2008 - December 2009
Principal Global Investors 2007 - 2007
Skills
Loans, Investments, Mortgage Lending, Sales, Credit, Business Development, Loan Origination, Banking, Real Estate, Refinance, Property Management, Cross Selling, Commercial Lending, Customer Service
Education
University of Northern Iowa 2002 — 2007
Bachelor of Arts (B.A.)
Bryan Lloyd Bryan Lloyd's Principal Global Investors Experience July 2009 - September 2010
Job Lead Developer at SparkReaction
Industry Graphic Design
Experience
SparkReaction June 2015 - Present
United States Army Reserve September 2003 - Present
MITTERA December 2014 - June 2015
KOSAMA, INC. February 2013 - June 2015
Catchfire Media October 2011 - December 2014
Apple Store October 2008 - July 2012
Broken Arrow Wear October 2010 - September 2011
Principal Global Investors July 2009 - September 2010
Skills
Web Design, WordPress, Mac, Illustrator, CSS, Web Development, Graphic Design, HTML, Social Media, Photoshop, OS X, Multimedia, Adobe Creative Suite, SEO, Social Networking, Security+, Mobile Applications, Graphics, Dreamweaver, HubSpot, Drupal, HubL
Education
University of Northern Iowa 2004 — 2008
BA, Art: Grapic Design
Valley HS 2000 — 2004
SparkReaction June 2015 - Present
United States Army Reserve September 2003 - Present
MITTERA December 2014 - June 2015
KOSAMA, INC. February 2013 - June 2015
Catchfire Media October 2011 - December 2014
Apple Store October 2008 - July 2012
Broken Arrow Wear October 2010 - September 2011
Principal Global Investors July 2009 - September 2010
Skills
Web Design, WordPress, Mac, Illustrator, CSS, Web Development, Graphic Design, HTML, Social Media, Photoshop, OS X, Multimedia, Adobe Creative Suite, SEO, Social Networking, Security+, Mobile Applications, Graphics, Dreamweaver, HubSpot, Drupal, HubL
Education
University of Northern Iowa 2004 — 2008
BA, Art: Grapic Design
Valley HS 2000 — 2004
Shannon Lerda Shannon Lerda's Principal Global Investors Experience April 2011 - April 2012
Job Commercial Real Estate Financing Professional
Industry Real Estate
Experience
Principal Global Investors April 2011 - April 2012
PAX Academic Exchange March 2010 - June 2011
Wells Fargo Financial August 2009 - March 2010
Liberty Bank of Arkansas February 2009 - July 2009
Principal Global Investors January 2004 - December 2008
Skills
Real Estate, Commercial Mortgages, Portfolio Management
Education
University of Northern Iowa 1999 — 2003
Principal Global Investors April 2011 - April 2012
PAX Academic Exchange March 2010 - June 2011
Wells Fargo Financial August 2009 - March 2010
Liberty Bank of Arkansas February 2009 - July 2009
Principal Global Investors January 2004 - December 2008
Skills
Real Estate, Commercial Mortgages, Portfolio Management
Education
University of Northern Iowa 1999 — 2003
Cullen Wolf Cullen Wolf's Principal Global Investors Experience January 2010 - Present
Job Client Operations Specialist at Principal Global Investors
Industry Investment Management
Experience
Principal Global Investors January 2010 - Present
Principal Financial Group May 2006 - December 2009
Education
University of Northern Iowa 2002 — 2006
Bachelor's degree, Business Administration and Management, General
Principal Global Investors January 2010 - Present
Principal Financial Group May 2006 - December 2009
Education
University of Northern Iowa 2002 — 2006
Bachelor's degree, Business Administration and Management, General
Bill Siddall Bill Siddall's Principal Global Investors Experience July 2008 - May 2009
Job Project Manager at Mahindra, North American Technical Center
Industry Defense & Space
Experience
TM3 Systems Incorporated January 2013 - September 2014
NextEnergy Center May 2009 - December 2012
Principal Global Investors July 2008 - May 2009
Adaptive Materials Inc. November 2007 - July 2008
Ford Motor Company 2004 - 2007
Ford Motor Company 2003 - 2004
Ford Motor Company 2002 - 2003
Ford Motor Company 2000 - 2002
Ford Motor Company 1998 - 2000
Ford Motor Company 1994 - 1998
Skills
Engineering, Business Development, Manufacturing, Leadership, Program Management, Cross-functional Team..., Business Planning, Strategic Planning, Automotive, Machine Tools, Alternative Energy, Strategy, Engineering Management, Military, Project Management, Six Sigma, Product Development, Team Management, Vehicles, Purchasing, Mobile Devices, Human Resources, Renewable Energy, Continuous Improvement
Education
University of Michigan - Stephen M. Ross School of Business 1997 — 2001
Masters, Business Administration
Naval Supply Corps School 1990 — 1991
Logistics and Supply
University of Michigan 1984 — 1988
Bachelor's, Mechanical Engineering
East Grand Rapids High School
TM3 Systems Incorporated January 2013 - September 2014
NextEnergy Center May 2009 - December 2012
Principal Global Investors July 2008 - May 2009
Adaptive Materials Inc. November 2007 - July 2008
Ford Motor Company 2004 - 2007
Ford Motor Company 2003 - 2004
Ford Motor Company 2002 - 2003
Ford Motor Company 2000 - 2002
Ford Motor Company 1998 - 2000
Ford Motor Company 1994 - 1998
Skills
Engineering, Business Development, Manufacturing, Leadership, Program Management, Cross-functional Team..., Business Planning, Strategic Planning, Automotive, Machine Tools, Alternative Energy, Strategy, Engineering Management, Military, Project Management, Six Sigma, Product Development, Team Management, Vehicles, Purchasing, Mobile Devices, Human Resources, Renewable Energy, Continuous Improvement
Education
University of Michigan - Stephen M. Ross School of Business 1997 — 2001
Masters, Business Administration
Naval Supply Corps School 1990 — 1991
Logistics and Supply
University of Michigan 1984 — 1988
Bachelor's, Mechanical Engineering
East Grand Rapids High School
Leah Washburn Leah Washburn's Principal Global Investors Experience January 2005 - Present
Job Investment Officer Mortgages at Principal Global Investors
Industry Commercial Real Estate
Experience
Principal Global Investors January 2005 - Present
Skills
Investments, Valuation, Real Estate, Commercial Real Estate, Due Diligence, Finance, Loans, Financial Analysis, Portfolio Management, Real Estate Economics, Investment Properties, Mortgage Lending, Financial Modeling, Underwriting, Real Estate Transactions
Education
University of Northern Iowa 2001 — 2005
Finance and Real Estate, Real Estate and Finance
Principal Global Investors January 2005 - Present
Skills
Investments, Valuation, Real Estate, Commercial Real Estate, Due Diligence, Finance, Loans, Financial Analysis, Portfolio Management, Real Estate Economics, Investment Properties, Mortgage Lending, Financial Modeling, Underwriting, Real Estate Transactions
Education
University of Northern Iowa 2001 — 2005
Finance and Real Estate, Real Estate and Finance
Jared Klimowski Jared Klimowski's Principal Global Investors Experience December 2012 - August 2013
Job Building my tomorrow today
Industry Banking
Experience
Situs RERC July 2015 - Present
RERC, A Situs Company September 2014 - July 2015
Wells Fargo Home Mortgage July 2014 - September 2014
Wells Fargo Home Mortgage August 2013 - July 2014
Principal Global Investors December 2012 - August 2013
Wells Fargo August 2012 - December 2012
Skills
Financial Analysis, Financial Modeling, Microsoft Excel, Visual Basic, Microsoft Word, PowerPoint, Access, Statistics, Financial Risk, Financial Statement..., Statistical Modeling, Regression Models, Linear Regression, Business Process..., Information Systems, Mergers & Acquisitions, Market Analysis, SQL, Analytics, Finance
Education
University of Northern Iowa 2007 — 2012
Bachelor's degree, Finance - investments emphasis
Situs RERC July 2015 - Present
RERC, A Situs Company September 2014 - July 2015
Wells Fargo Home Mortgage July 2014 - September 2014
Wells Fargo Home Mortgage August 2013 - July 2014
Principal Global Investors December 2012 - August 2013
Wells Fargo August 2012 - December 2012
Skills
Financial Analysis, Financial Modeling, Microsoft Excel, Visual Basic, Microsoft Word, PowerPoint, Access, Statistics, Financial Risk, Financial Statement..., Statistical Modeling, Regression Models, Linear Regression, Business Process..., Information Systems, Mergers & Acquisitions, Market Analysis, SQL, Analytics, Finance
Education
University of Northern Iowa 2007 — 2012
Bachelor's degree, Finance - investments emphasis
Dale Kindregan Dale Kindregan's Principal Global Investors Experience May 2012 - Present
Job Director Institutional Marketing, Endowments and Foundations at Principal Global Investors
Industry Investment Management
Experience
Principal Global Investors May 2012 - Present
PineBridge Investments 2005 - November 2011
Russell Investments 2001 - 2005
U.S. Trust Company March 1997 - 2001
Glenmede Trust Company 1991 - 1997
Del-Vest, Inc.-Bank of Delaware 1986 - 1991
Skills
FINRA Series 7, 63 and...
Education
University of Pennsylvania - The Wharton School 1987 — 1989
Graduate Management Program, Business
The College of William and Mary 1983 — 1986
BA, Psychology
Principal Global Investors May 2012 - Present
PineBridge Investments 2005 - November 2011
Russell Investments 2001 - 2005
U.S. Trust Company March 1997 - 2001
Glenmede Trust Company 1991 - 1997
Del-Vest, Inc.-Bank of Delaware 1986 - 1991
Skills
FINRA Series 7, 63 and...
Education
University of Pennsylvania - The Wharton School 1987 — 1989
Graduate Management Program, Business
The College of William and Mary 1983 — 1986
BA, Psychology
Ted Rave Ted Rave's Principal Global Investors Experience January 2011 - December 2011
Job Credit Analyst at Heartland Financial, USA, Inc
Industry Commercial Real Estate
Experience
Heartland Financial USA, Inc. January 2014 - Present
Principal Real Estate Investors January 2013 - December 2013
NAI Iowa Realty Commercial July 2011 - December 2012
Principal Global Investors January 2011 - December 2011
Peoples Company May 2009 - August 2009
Education
University of Iowa - Henry B. Tippie College of Business 2006 — 2010
Bachelor's Degree, Finance
Heartland Financial USA, Inc. January 2014 - Present
Principal Real Estate Investors January 2013 - December 2013
NAI Iowa Realty Commercial July 2011 - December 2012
Principal Global Investors January 2011 - December 2011
Peoples Company May 2009 - August 2009
Education
University of Iowa - Henry B. Tippie College of Business 2006 — 2010
Bachelor's Degree, Finance
Tim Howald, CPA, CFA Tim Howald, CPA, CFA's Principal Global Investors Experience November 1998 - March 2005
Job Senior Practice Leader at CPS HR Consulting
Industry Human Resources
Experience
CPS HR Consulting 2012 - August 2015
CPS HR Consulting 2009 - 2012
Olira Inc April 2005 - February 2009
Principal Global Investors November 1998 - March 2005
DeMarche Associates April 1997 - November 1998
Boatmen's Trust 1989 - 1997
Skills
Financial Analysis, Financial Reporting, Investments, Mergers, Finance, Cash Management, Investment Banking, Corporate Finance, Mergers & Acquisitions, Risk Management, Leadership, Equities, Fixed Income, Asset Allocation, Management, Accounting, Valuation, Internal Controls, Derivatives, Internal Audit, Organizational Structure, Asset Management, Auditing, Financial Services, Treasury Management, Financial Modeling, Portfolio Management, Budgets, Financial Advisory, Financial Risk, Capital Markets, Wealth Management, Investment Strategies, Hedge Funds, Investment Management
Education
University of Missouri-Saint Louis 1988 — 1990
MS Acc, Accounting
University of Missouri-Columbia 1980 — 1984
BSBA, Economics
CPS HR Consulting 2012 - August 2015
CPS HR Consulting 2009 - 2012
Olira Inc April 2005 - February 2009
Principal Global Investors November 1998 - March 2005
DeMarche Associates April 1997 - November 1998
Boatmen's Trust 1989 - 1997
Skills
Financial Analysis, Financial Reporting, Investments, Mergers, Finance, Cash Management, Investment Banking, Corporate Finance, Mergers & Acquisitions, Risk Management, Leadership, Equities, Fixed Income, Asset Allocation, Management, Accounting, Valuation, Internal Controls, Derivatives, Internal Audit, Organizational Structure, Asset Management, Auditing, Financial Services, Treasury Management, Financial Modeling, Portfolio Management, Budgets, Financial Advisory, Financial Risk, Capital Markets, Wealth Management, Investment Strategies, Hedge Funds, Investment Management
Education
University of Missouri-Saint Louis 1988 — 1990
MS Acc, Accounting
University of Missouri-Columbia 1980 — 1984
BSBA, Economics
Travis Bergan Travis Bergan's Principal Global Investors Experience October 1996 - November 2008
Job President at Bergan Recruiting, LLC
Industry Investment Management
Experience
Bergan Recruiting, LLC September 2010 - Present
Vermillion Group (MRI Network) February 2009 - July 2009
Principal Global Investors October 1996 - November 2008
Ernst & Young May 1995 - October 1996
Skills
Fixed Income, Bloomberg, Hedge Funds, Equities, Alternative Investments, Capital Markets, Asset Management, Trading, Portfolio Management, Securities, Equity Research, Bonds, Series 7, Investments, Asset Allocation, Financial Analysis, Valuation, Investment Management, Investment Strategies, Financial Modeling, Derivatives, Private Equity, Mutual Funds, Financial Markets, Options, Investment Advisory, Investment Banking, Wealth Management, Emerging Markets, Investor Relations, ETFs, Series 63, Commodity, FINRA, Financial Structuring, Structured Finance, Hedging, Electronic Trading, Financial Advisory, Trading Strategies, Equity Trading, Networking
Education
University of Iowa - Henry B. Tippie College of Business 1991 — 1995
BBA, Finance and Economics
Bergan Recruiting, LLC September 2010 - Present
Vermillion Group (MRI Network) February 2009 - July 2009
Principal Global Investors October 1996 - November 2008
Ernst & Young May 1995 - October 1996
Skills
Fixed Income, Bloomberg, Hedge Funds, Equities, Alternative Investments, Capital Markets, Asset Management, Trading, Portfolio Management, Securities, Equity Research, Bonds, Series 7, Investments, Asset Allocation, Financial Analysis, Valuation, Investment Management, Investment Strategies, Financial Modeling, Derivatives, Private Equity, Mutual Funds, Financial Markets, Options, Investment Advisory, Investment Banking, Wealth Management, Emerging Markets, Investor Relations, ETFs, Series 63, Commodity, FINRA, Financial Structuring, Structured Finance, Hedging, Electronic Trading, Financial Advisory, Trading Strategies, Equity Trading, Networking
Education
University of Iowa - Henry B. Tippie College of Business 1991 — 1995
BBA, Finance and Economics
Maia Block, CFA Maia Block, CFA's Principal Global Investors Experience January 2003 - September 2008
Job Fixed Income Analyst at NCMIC Group, Inc
Industry Investment Management
Experience
NCMIC Group, Inc September 2008 - Present
Principal Global Investors January 2003 - September 2008
Skills
Research, Credit Analysis, Financial Modeling, Financial Analysis, Portfolio Management, Microsoft Excel, Bonds, Fixed Income, Bloomberg
Education
University of Iowa - Henry B. Tippie College of Business 2008 — 2012
MBA, Finance
University of Northern Iowa 1998 — 2002
Finance
NCMIC Group, Inc September 2008 - Present
Principal Global Investors January 2003 - September 2008
Skills
Research, Credit Analysis, Financial Modeling, Financial Analysis, Portfolio Management, Microsoft Excel, Bonds, Fixed Income, Bloomberg
Education
University of Iowa - Henry B. Tippie College of Business 2008 — 2012
MBA, Finance
University of Northern Iowa 1998 — 2002
Finance
Kelsey Pool Kean Kelsey Pool Kean's Principal Global Investors Experience April 2014 - Present
Job Investment Product Advisor at Principal Global Investors
Industry Marketing and Advertising
Experience
Principal Global Investors April 2014 - Present
Principal Global Investors August 2013 - April 2014
ING Financial Partners June 2012 - August 2013
DeWaay Financial Network January 2010 - June 2012
Coventry Health Care September 2009 - January 2010
Yellowbook July 2009 - September 2009
University of Iowa RMEREP August 2007 - June 2009
Marsh May 2008 - August 2008
Skills
Insurance, Microsoft Excel, Series 7, PowerPoint, Microsoft Office, Microsoft Word, Investments, Data Analysis
Education
University of Iowa - Henry B. Tippie College of Business 2005 — 2009
BBA, Marketing
Principal Global Investors April 2014 - Present
Principal Global Investors August 2013 - April 2014
ING Financial Partners June 2012 - August 2013
DeWaay Financial Network January 2010 - June 2012
Coventry Health Care September 2009 - January 2010
Yellowbook July 2009 - September 2009
University of Iowa RMEREP August 2007 - June 2009
Marsh May 2008 - August 2008
Skills
Insurance, Microsoft Excel, Series 7, PowerPoint, Microsoft Office, Microsoft Word, Investments, Data Analysis
Education
University of Iowa - Henry B. Tippie College of Business 2005 — 2009
BBA, Marketing
Luke Steimel's Principal Global Investors Experience July 2011 - November 2014
Job Sr. Accounting Technician at Marsh & McLennan Companies, Inc.
Industry Investment Management
Experience
Marsh & McLennan Companies, Inc. December 2014 - Present
Principal Global Investors July 2011 - November 2014
Veridian Credit Union September 2010 - July 2011
Habitat for Humanity International March 2009 - July 2011
Wells Fargo Financial June 2009 - August 2009
Skills
Fund Accounting, Spreadsheets, Investment Operations, Underwriting, Microsoft Office, Investments, Fundraising, Accounting, Outlook, Account Management, Mergers & Acquisitions, Microsoft Excel, Bank Reconciliation, Asset Managment, Securities, Bloomberg, Corporate Actions, Account Reconciliation, Reconciling Reports, Mortgage Lending, Asset Management, Banking
Education
University of Iowa - Henry B. Tippie College of Business 2013 — 2016
Master of Business Administration (MBA), Business Administration and Management, General
University of Northern Iowa 2008 — 2011
Bachelors, Finance and Real Estate
Hawkeye Community College 1999 — 2002
Associate of Arts, General Studies
West Waterloo 1994 — 1998
Marsh & McLennan Companies, Inc. December 2014 - Present
Principal Global Investors July 2011 - November 2014
Veridian Credit Union September 2010 - July 2011
Habitat for Humanity International March 2009 - July 2011
Wells Fargo Financial June 2009 - August 2009
Skills
Fund Accounting, Spreadsheets, Investment Operations, Underwriting, Microsoft Office, Investments, Fundraising, Accounting, Outlook, Account Management, Mergers & Acquisitions, Microsoft Excel, Bank Reconciliation, Asset Managment, Securities, Bloomberg, Corporate Actions, Account Reconciliation, Reconciling Reports, Mortgage Lending, Asset Management, Banking
Education
University of Iowa - Henry B. Tippie College of Business 2013 — 2016
Master of Business Administration (MBA), Business Administration and Management, General
University of Northern Iowa 2008 — 2011
Bachelors, Finance and Real Estate
Hawkeye Community College 1999 — 2002
Associate of Arts, General Studies
West Waterloo 1994 — 1998
Tanner Westberg Tanner Westberg's Principal Global Investors Experience January 2014 - August 2014
Job Student at University of Northern Iowa
Industry Real Estate
Experience
The College Hill Partnership April 2014 - Present
Life Care Services May 2015 - August 2015
Principal Global Investors January 2014 - August 2014
City of Urbandale June 2013 - January 2014
Skills
Leadership, Teamwork, Public Speaking, Budgets, Team Management, Microsoft Excel, Time Management, Recruiting, Real Estate, Economic Development, Grant Writing, Fundraising, Event Planning, Argus Modeling, Valuation, PowerPoint, Microsoft Word
Education
University of Northern Iowa 2012 — 2016
Bachelor of Arts: Finance & Real Estate, Junior
Ankeny High School 2008 — 2012
The College Hill Partnership April 2014 - Present
Life Care Services May 2015 - August 2015
Principal Global Investors January 2014 - August 2014
City of Urbandale June 2013 - January 2014
Skills
Leadership, Teamwork, Public Speaking, Budgets, Team Management, Microsoft Excel, Time Management, Recruiting, Real Estate, Economic Development, Grant Writing, Fundraising, Event Planning, Argus Modeling, Valuation, PowerPoint, Microsoft Word
Education
University of Northern Iowa 2012 — 2016
Bachelor of Arts: Finance & Real Estate, Junior
Ankeny High School 2008 — 2012
Tim Ullmann Tim Ullmann's Principal Global Investors Experience May 2012 - Present
Job Business Analyst
Industry Information Technology and Services
Experience
Principal Global Investors May 2012 - Present
Cedar Falls Recreation Division June 2010 - May 2011
University of Northern Iowa August 2009 - May 2010
Skills
Microsoft Access, Visual Studio, Visual Basic, Windows 7, SSIS, IT Change Management, Priority Management, User Acceptance Testing, SQL Server, TFS, Business Intelligence..., SharePoint, Cost Benefit Analysis, SQL, Business Analysis, Access
Education
University of Northern Iowa 2007 — 2012
Bachelor of Science, Accounting, Management Information Systems
Principal Global Investors May 2012 - Present
Cedar Falls Recreation Division June 2010 - May 2011
University of Northern Iowa August 2009 - May 2010
Skills
Microsoft Access, Visual Studio, Visual Basic, Windows 7, SSIS, IT Change Management, Priority Management, User Acceptance Testing, SQL Server, TFS, Business Intelligence..., SharePoint, Cost Benefit Analysis, SQL, Business Analysis, Access
Education
University of Northern Iowa 2007 — 2012
Bachelor of Science, Accounting, Management Information Systems
Elizabeth Baustian, SPHR Elizabeth Baustian, SPHR's Principal Global Investors Experience March 2012 - December 2014
Job Vice President HR Management at Central Bank
Industry Banking
Experience
Central Bank January 2015 - Present
Children & Family Urban Movement (CFUM) 2015 - 2015
Principal Global Investors March 2012 - December 2014
Principal Financial Group April 2005 - December 2007
Principal Financial Group April 2001 - March 2005
Principal Financial Group February 1998 - March 2001
Principal Financial Group January 1994 - February 1998
Principal Financial Group February 1992 - December 1993
Principal Financial Group April 1990 - January 1992
Principal Financial Group November 1985 - March 1990
Skills
Employee Benefits, Training, Team Building, Performance Management, Leadership, Benefits Administration, Health Insurance, Employee Relations, Human Resources, Personnel Management, Management
Education
University of Iowa - Henry B. Tippie College of Business 1981 — 1985
BBA, Finance
Central Bank January 2015 - Present
Children & Family Urban Movement (CFUM) 2015 - 2015
Principal Global Investors March 2012 - December 2014
Principal Financial Group April 2005 - December 2007
Principal Financial Group April 2001 - March 2005
Principal Financial Group February 1998 - March 2001
Principal Financial Group January 1994 - February 1998
Principal Financial Group February 1992 - December 1993
Principal Financial Group April 1990 - January 1992
Principal Financial Group November 1985 - March 1990
Skills
Employee Benefits, Training, Team Building, Performance Management, Leadership, Benefits Administration, Health Insurance, Employee Relations, Human Resources, Personnel Management, Management
Education
University of Iowa - Henry B. Tippie College of Business 1981 — 1985
BBA, Finance
John Vladea John Vladea's Principal Global Investors Experience June 2008 - October 2011
Job Sr. Change Management Consultant Derivatives
Industry Investment Management
Experience
Northern Trust Corporation March 2015 - Present
Northern Trust August 2012 - February 2015
Aviva Investors January 2011 - August 2012
Principal Global Investors June 2008 - October 2011
Principal Global Investors December 2006 - June 2008
Standard & Poor's August 2004 - December 2006
Skills
Derivatives, Bloomberg, BlackRock Aladdin, Summit, Fixed Income, Business, Project Management, MS Project, Vizio, PAM for Securities, Portia, Dodd-Frank, Fundmaster, Microsoft Office, Portfolio Management, Equities, Bonds, Credit Derivatives, Equity Derivatives, Bloomberg Terminal, Asset Management, Capital Markets, Alternative Investments, Investment Management, Options, Corporate Actions, Collateral Management, Swaps, Charles River IMS, Interest Rate..., FX Options, Interest Rate Swaps, Back Office, Business Analysis, Business Requirements, SDLC, User Acceptance Testing
Education
University of Iowa - Henry B. Tippie College of Business 2006 — 2008
MBA, Finance
Western Illinois University 2000 — 2004
Bachelor of Business Administration (B.B.A.), Finance/Economics
Northern Trust Corporation March 2015 - Present
Northern Trust August 2012 - February 2015
Aviva Investors January 2011 - August 2012
Principal Global Investors June 2008 - October 2011
Principal Global Investors December 2006 - June 2008
Standard & Poor's August 2004 - December 2006
Skills
Derivatives, Bloomberg, BlackRock Aladdin, Summit, Fixed Income, Business, Project Management, MS Project, Vizio, PAM for Securities, Portia, Dodd-Frank, Fundmaster, Microsoft Office, Portfolio Management, Equities, Bonds, Credit Derivatives, Equity Derivatives, Bloomberg Terminal, Asset Management, Capital Markets, Alternative Investments, Investment Management, Options, Corporate Actions, Collateral Management, Swaps, Charles River IMS, Interest Rate..., FX Options, Interest Rate Swaps, Back Office, Business Analysis, Business Requirements, SDLC, User Acceptance Testing
Education
University of Iowa - Henry B. Tippie College of Business 2006 — 2008
MBA, Finance
Western Illinois University 2000 — 2004
Bachelor of Business Administration (B.B.A.), Finance/Economics
Francis R. Luzum Francis R. Luzum's Principal Global Investors Experience May 2012 - March 2013
Job Asset Management Analyst at Principal Global Investors
Industry Commercial Real Estate
Experience
Principal Real Estate Investors July 2014 - Present
Principal Financial Group March 2013 - July 2014
Principal Global Investors May 2012 - March 2013
Education
University of Northern Iowa 2008 — 2012
Bachelor of Arts (B.A.), Mathematics, Economics
Principal Real Estate Investors July 2014 - Present
Principal Financial Group March 2013 - July 2014
Principal Global Investors May 2012 - March 2013
Education
University of Northern Iowa 2008 — 2012
Bachelor of Arts (B.A.), Mathematics, Economics
Alex Helmick Alex Helmick's Principal Global Investors Experience March 2015 - Present
Job Investment Operations Specialist at Principal Global Investors
Industry Investment Management
Experience
Principal Global Investors March 2015 - Present
Athene USA January 2014 - March 2015
Aviva Investors January 2013 - August 2013
Eagle Grove Golf Course June 2006 - September 2012
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Customer Service, Microsoft Word, Financial Analysis, Teamwork, Management, Investments, Databases, Fixed Income
Education
University of Northern Iowa 2009 — 2013
Bachelor's degree, Accounting and Finance
University of Northern Iowa 2009 — 2013
Bachelor of Arts, Accounting
University of Northern Iowa 2009 — 2013
Bachelor of Arts, Finance; financial management
Principal Global Investors March 2015 - Present
Athene USA January 2014 - March 2015
Aviva Investors January 2013 - August 2013
Eagle Grove Golf Course June 2006 - September 2012
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Customer Service, Microsoft Word, Financial Analysis, Teamwork, Management, Investments, Databases, Fixed Income
Education
University of Northern Iowa 2009 — 2013
Bachelor's degree, Accounting and Finance
University of Northern Iowa 2009 — 2013
Bachelor of Arts, Accounting
University of Northern Iowa 2009 — 2013
Bachelor of Arts, Finance; financial management
Katie Leo's Principal Global Investors Experience January 2007 - August 2007
Job Acquisitions Analyst II at Principal Financial Group
Industry Real Estate
Experience
Principal Financial Group May 2014 - Present
Principal Financial Group June 2011 - May 2014
NAI Ruhl & Ruhl Commercial Company November 2009 - February 2010
Terrus Real Estate Group May 2008 - November 2009
Principal Global Investors January 2007 - August 2007
Skills
Underwriting, Real Estate, Argus Modeling, Microsoft Excel, Account Management, Asset Management, Brokerage, Budgets, Business Development, Commercial Real Estate, Investments, Property Management, Contract Negotiation, Corporate Real Estate, Customer Service, Disposition, Due Diligence, Financial Analysis, Financial Modeling, Investment Properties, Leadership, Leases, Management, Marketing, Negotiation, Portfolio Management, Property, Real Estate Development, Real Estate Economics, Real Estate Financing, Real Estate Transactions, Sales, Valuation
Education
University of Iowa - Henry B. Tippie College of Business 2004 — 2008
BBA Finance, Finance
Principal Financial Group May 2014 - Present
Principal Financial Group June 2011 - May 2014
NAI Ruhl & Ruhl Commercial Company November 2009 - February 2010
Terrus Real Estate Group May 2008 - November 2009
Principal Global Investors January 2007 - August 2007
Skills
Underwriting, Real Estate, Argus Modeling, Microsoft Excel, Account Management, Asset Management, Brokerage, Budgets, Business Development, Commercial Real Estate, Investments, Property Management, Contract Negotiation, Corporate Real Estate, Customer Service, Disposition, Due Diligence, Financial Analysis, Financial Modeling, Investment Properties, Leadership, Leases, Management, Marketing, Negotiation, Portfolio Management, Property, Real Estate Development, Real Estate Economics, Real Estate Financing, Real Estate Transactions, Sales, Valuation
Education
University of Iowa - Henry B. Tippie College of Business 2004 — 2008
BBA Finance, Finance
George (Jay) Vogt George (Jay) Vogt's Principal Global Investors Experience 2004 - 2007
Job Experienced Builder of Asset Management Capabilities
Industry Financial Services
Experience
Savanna Capital Partners August 2011 - Present
Principal Global Investors 2004 - 2007
Principal Global Investors 2001 - 2004
Principal Global Investors 1999 - 2001
Principal Global Investors 1996 - 1999
Principal Global Investors 1993 - 1996
Washington Square Capital 1991 - 1992
Skills
Mergers & Acquisitions, Investments, Strategy, Budgets, Capital Markets
Education
University of St. Thomas - Opus College of Business
MBA, Finance
University of Minnesota-Twin Cities
BSB, Accounting
Savanna Capital Partners August 2011 - Present
Principal Global Investors 2004 - 2007
Principal Global Investors 2001 - 2004
Principal Global Investors 1999 - 2001
Principal Global Investors 1996 - 1999
Principal Global Investors 1993 - 1996
Washington Square Capital 1991 - 1992
Skills
Mergers & Acquisitions, Investments, Strategy, Budgets, Capital Markets
Education
University of St. Thomas - Opus College of Business
MBA, Finance
University of Minnesota-Twin Cities
BSB, Accounting
Kevin Gaydos's Principal Global Investors Experience 2000 - 2008
Job Senior Credit Research Analyst at Aviva Investors
Industry Investment Management
Experience
Aviva Investors June 2008 - Present
Principal Global Investors 2000 - 2008
Skills
Bonds, Fixed Income, Bloomberg, Asset Management, Capital Markets, Credit Analysis, Structured Finance, Financial Structuring, Credit
Education
University of Notre Dame - Mendoza College of Business 1999 — 2000
MBA, Investments
University of Notre Dame 1994 — 1998
BBA, Finance and Computer Applications
Aviva Investors June 2008 - Present
Principal Global Investors 2000 - 2008
Skills
Bonds, Fixed Income, Bloomberg, Asset Management, Capital Markets, Credit Analysis, Structured Finance, Financial Structuring, Credit
Education
University of Notre Dame - Mendoza College of Business 1999 — 2000
MBA, Investments
University of Notre Dame 1994 — 1998
BBA, Finance and Computer Applications
Dirk Laschanzky's Principal Global Investors Experience
Job Portfolio Manager at Principal Global Investors
Industry Investment Management
Experience
Principal Global Investors
Skills
Equities, Asset Management, Fixed Income, Portfolio Management, Bloomberg, Alternative Investments, Valuation, Risk Management, Asset Allocation, Investments, Financial Analysis
Education
University of Iowa - Henry B. Tippie College of Business 1995 — 1997
Principal Global Investors
Skills
Equities, Asset Management, Fixed Income, Portfolio Management, Bloomberg, Alternative Investments, Valuation, Risk Management, Asset Allocation, Investments, Financial Analysis
Education
University of Iowa - Henry B. Tippie College of Business 1995 — 1997
Mark Traster, CFA's Principal Global Investors Experience December 2001 - December 2004
Job Small Cap Select Portfolio Manager
Industry Investment Management
Experience
Nuveen Investments December 2004 - Present
Principal Global Investors December 2001 - December 2004
State of Wisconsin Investment Board February 1998 - November 2001
Norwest Bank 1996 - 1998
Skills
Equity Research, Equities, Portfolio Management, Valuation, Investments, Bloomberg, Asset Managment, Financial Modeling, Investment Strategies, Financial Analysis, Asset Allocation, Equity Valuation, Due Diligence, Asset Management, Trading, Capital Markets, Investment Management, Fixed Income, Alternative Investments, Venture Capital, Hedge Funds, Securities, Investment Advisory, Mutual Funds
Education
University of Iowa - Henry B. Tippie College of Business 1994 — 1996
MBA, Finance & Investments
University of Iowa - Henry B. Tippie College of Business 1989 — 1993
BBA, Finance
Nuveen Investments December 2004 - Present
Principal Global Investors December 2001 - December 2004
State of Wisconsin Investment Board February 1998 - November 2001
Norwest Bank 1996 - 1998
Skills
Equity Research, Equities, Portfolio Management, Valuation, Investments, Bloomberg, Asset Managment, Financial Modeling, Investment Strategies, Financial Analysis, Asset Allocation, Equity Valuation, Due Diligence, Asset Management, Trading, Capital Markets, Investment Management, Fixed Income, Alternative Investments, Venture Capital, Hedge Funds, Securities, Investment Advisory, Mutual Funds
Education
University of Iowa - Henry B. Tippie College of Business 1994 — 1996
MBA, Finance & Investments
University of Iowa - Henry B. Tippie College of Business 1989 — 1993
BBA, Finance
Mihail Dobrinov's Principal Global Investors Experience November 2012 - Present
Job Portfolio Manager, Head of Emerging Markets at Principal Global Investors
Industry Investment Management
Experience
Principal Global Investors November 2012 - Present
Education
University of Iowa - Henry B. Tippie College of Business 1993 — 1995
MBA
Principal Global Investors November 2012 - Present
Education
University of Iowa - Henry B. Tippie College of Business 1993 — 1995
MBA
Trisha Buhrow's Principal Global Investors Experience June 2004 - May 2009
Job Senior Loan Assistant at Mutual of Omaha Bank
Industry Banking
Experience
Mutual of Omaha Bank March 2012 - Present
Mutual of Omaha Bank March 2010 - March 2012
Principal Global Investors June 2004 - May 2009
Education
University of Northern Iowa 2000 — 2004
Bachelor's degree, Business Administration and Management, General
Mutual of Omaha Bank March 2012 - Present
Mutual of Omaha Bank March 2010 - March 2012
Principal Global Investors June 2004 - May 2009
Education
University of Northern Iowa 2000 — 2004
Bachelor's degree, Business Administration and Management, General
Paula Chizek's Principal Global Investors Experience January 2009 - December 2011
Job
Industry Financial Services
Experience
Principal International November 2014 - Present
Principal International August 2013 - Present
Principal International January 2012 - July 2013
Principal Global Investors January 2009 - December 2011
Principal Financial Group 2006 - January 2009
Iowa Corn Growers Association 1997 - 2006
Meyocks & Priebe Advertising 1995 - 1997
Midland Dairy Association 1993 - 1995
Midland Dairy Association 1991 - 1993
Skills
Marketing, Media Relations, Corporate Communications, Public Relations, Management, Internal Communications, Strategy, Marketing Communications, Strategic Communications, Business Strategy, Crisis Communications, Newsletters, Integrated Marketing, Press Releases, Training
Education
University of Northern Iowa 1987 — 1991
Communications
Principal International November 2014 - Present
Principal International August 2013 - Present
Principal International January 2012 - July 2013
Principal Global Investors January 2009 - December 2011
Principal Financial Group 2006 - January 2009
Iowa Corn Growers Association 1997 - 2006
Meyocks & Priebe Advertising 1995 - 1997
Midland Dairy Association 1993 - 1995
Midland Dairy Association 1991 - 1993
Skills
Marketing, Media Relations, Corporate Communications, Public Relations, Management, Internal Communications, Strategy, Marketing Communications, Strategic Communications, Business Strategy, Crisis Communications, Newsletters, Integrated Marketing, Press Releases, Training
Education
University of Northern Iowa 1987 — 1991
Communications
Anne Fultz's Principal Global Investors Experience February 2014 - Present
Job Assistant Director Supplier Management at Principal Global Investors
Industry Investment Management
Experience
Principal Global Investors February 2014 - Present
Principal Real Estate Investors March 2004 - 2014
Principal Real Estate Investors March 1991 - March 2004
Bankers Trust Co - Des Moines March 1983 - February 1991
Bankers Trust Company - New York, New York August 1981 - March 1983
Skills
Commercial Real Estate, Personnel Supervision, Project Portfolio..., Credit Analysis, Commercial Lending, IT Strategy, Asset Managment, Real Estate Economics, Risk Analysis, Proposal Writing, Banking, Oral & Written..., Change Management, Lease Negotiations, Real Estate, Real Estate Financing, Valuation, Technology Management, Business Process..., Investments, Investment Properties, Executive Management, Building Relationships, Acquisitions, Investment Management, Financial Analysis, Business Analysis, Financial Modeling, Project Management, Business Intelligence, Strategic Planning, Incident Management, Organization &..., Vendor Management, Project Execution, Technical Management, Project Implementation, Disaster Preparedness, Cost Management, Commerical Lending, Decisiveness, Presenter, Commercial Property..., Commerical Property..., Vendor Management..., Asset Management, Due Diligence, Management
Education
University of Notre Dame 1978 — 1981
Bachelor of Arts, English Literature
Dowling Catholic High School
Principal Global Investors February 2014 - Present
Principal Real Estate Investors March 2004 - 2014
Principal Real Estate Investors March 1991 - March 2004
Bankers Trust Co - Des Moines March 1983 - February 1991
Bankers Trust Company - New York, New York August 1981 - March 1983
Skills
Commercial Real Estate, Personnel Supervision, Project Portfolio..., Credit Analysis, Commercial Lending, IT Strategy, Asset Managment, Real Estate Economics, Risk Analysis, Proposal Writing, Banking, Oral & Written..., Change Management, Lease Negotiations, Real Estate, Real Estate Financing, Valuation, Technology Management, Business Process..., Investments, Investment Properties, Executive Management, Building Relationships, Acquisitions, Investment Management, Financial Analysis, Business Analysis, Financial Modeling, Project Management, Business Intelligence, Strategic Planning, Incident Management, Organization &..., Vendor Management, Project Execution, Technical Management, Project Implementation, Disaster Preparedness, Cost Management, Commerical Lending, Decisiveness, Presenter, Commercial Property..., Commerical Property..., Vendor Management..., Asset Management, Due Diligence, Management
Education
University of Notre Dame 1978 — 1981
Bachelor of Arts, English Literature
Dowling Catholic High School
Melissa Nosbisch's Principal Global Investors Experience August 2014 - Present
Job
Industry Real Estate
Experience
Principal Global Investors August 2014 - Present
Principal Global Investors October 2013 - Present
Principal Global Investors April 2011 - Present
Skills
Leadership, Marketing, Investments, Sales, Proposal Writing, Credit, Asset Management, Valuation, Portfolio Management, Financial Analysis, Product Development, Financial Modeling, Real Estate Economics, Bloomberg, Due Diligence, Finance, Loans, Credit Analysis, Underwriting, Real Estate, Customer Service
Education
University of Northern Iowa 1999 — 2003
Bachelor of Arts (B.A.)
Principal Global Investors August 2014 - Present
Principal Global Investors October 2013 - Present
Principal Global Investors April 2011 - Present
Skills
Leadership, Marketing, Investments, Sales, Proposal Writing, Credit, Asset Management, Valuation, Portfolio Management, Financial Analysis, Product Development, Financial Modeling, Real Estate Economics, Bloomberg, Due Diligence, Finance, Loans, Credit Analysis, Underwriting, Real Estate, Customer Service
Education
University of Northern Iowa 1999 — 2003
Bachelor of Arts (B.A.)
Holly Roland's Principal Global Investors Experience December 2007 - Present
Job Sr Financial Accounting Analyst at Principal Global Investors
Industry Accounting
Experience
Principal Global Investors December 2007 - Present
MidAmerican Energy August 2006 - December 2007
Federal Home Loan Bank of Des Moines October 2004 - August 2006
Principal Financial Group October 2000 - October 2004
Ernst & Young 1997 - 2000
Skills
Financial Accounting, Accounting, Auditing, Financial Analysis, Financial Reporting, Finance, Financial Modeling, Internal Controls, Financial Planning, Sarbanes-Oxley Act, General Ledger, Internal Audit, Financial Statements
Education
University of Northern Iowa 1993 — 1997
Bachelor of Arts, Accounting
Principal Global Investors December 2007 - Present
MidAmerican Energy August 2006 - December 2007
Federal Home Loan Bank of Des Moines October 2004 - August 2006
Principal Financial Group October 2000 - October 2004
Ernst & Young 1997 - 2000
Skills
Financial Accounting, Accounting, Auditing, Financial Analysis, Financial Reporting, Finance, Financial Modeling, Internal Controls, Financial Planning, Sarbanes-Oxley Act, General Ledger, Internal Audit, Financial Statements
Education
University of Northern Iowa 1993 — 1997
Bachelor of Arts, Accounting
Asad Syed's Principal Global Investors Experience 2005 - 2007
Job Business Analyst at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group October 2005 - Present
Principal Global Investors 2005 - 2007
Zelcor 1999 - 2004
Skills
Business Analysis, SDLC, Investments, Business Requirements, Requirements Gathering, Analysis, Business Process, Fixed Income, Requirements Analysis, Risk Management, SharePoint, Software Project..., User Acceptance Testing, Visio, Vendor Management, Waterfall, PMO, Business Process..., Process Improvement, Resource Management
Education
University of South Alabama 1994 — 1998
Bachelor of Science (BS), Accounting and Computer Science
Sir Syed College, Wah Cantt 1980 — 1998
HSSC, Engineering
Principal Financial Group October 2005 - Present
Principal Global Investors 2005 - 2007
Zelcor 1999 - 2004
Skills
Business Analysis, SDLC, Investments, Business Requirements, Requirements Gathering, Analysis, Business Process, Fixed Income, Requirements Analysis, Risk Management, SharePoint, Software Project..., User Acceptance Testing, Visio, Vendor Management, Waterfall, PMO, Business Process..., Process Improvement, Resource Management
Education
University of South Alabama 1994 — 1998
Bachelor of Science (BS), Accounting and Computer Science
Sir Syed College, Wah Cantt 1980 — 1998
HSSC, Engineering
Marcie Torkelson's Principal Global Investors Experience March 2008 - April 2013
Job Assistant Financial Controller at Principal Financial Group
Industry Accounting
Experience
Principal Financial Group April 2013 - Present
Principal Global Investors March 2008 - April 2013
Principal Global Investors December 2005 - March 2008
Skills
Financial Reporting, Financial Analysis, Finance, Financial Accounting, Financial Modeling, Risk Management, Accounting, Investments, Financial Planning, Equities, Internal Controls, Process Improvement
Education
University of Northern Iowa
Principal Financial Group April 2013 - Present
Principal Global Investors March 2008 - April 2013
Principal Global Investors December 2005 - March 2008
Skills
Financial Reporting, Financial Analysis, Finance, Financial Accounting, Financial Modeling, Risk Management, Accounting, Investments, Financial Planning, Equities, Internal Controls, Process Improvement
Education
University of Northern Iowa
Jason Trine, CIMA®'s Principal Global Investors Experience October 2006 - December 2010
Job Director Investment Platform Distribution at Principal Financial Group
Industry Investment Management
Experience
Principal Financial Group January 2011 - Present
Principal Global Investors October 2006 - December 2010
Principal Global Investors August 2004 - October 2006
Principal Financial Group October 2000 - August 2004
Skills
Investments, Mutual Funds, Series 7, Retirement, FINRA, Asset Allocation, Series 63, Asset Management, Alternative Investments, 401k, Portfolio Management
Education
University of Iowa - Henry B. Tippie College of Business 2003 — 2005
M.B.A, Business Administration
University of Northern Iowa 1994 — 1996
B.A, Marketing
Principal Financial Group January 2011 - Present
Principal Global Investors October 2006 - December 2010
Principal Global Investors August 2004 - October 2006
Principal Financial Group October 2000 - August 2004
Skills
Investments, Mutual Funds, Series 7, Retirement, FINRA, Asset Allocation, Series 63, Asset Management, Alternative Investments, 401k, Portfolio Management
Education
University of Iowa - Henry B. Tippie College of Business 2003 — 2005
M.B.A, Business Administration
University of Northern Iowa 1994 — 1996
B.A, Marketing
Chad Hade's Principal Global Investors Experience February 2008 - May 2009
Job Finance Director Asset Management at LCS
Industry Hospital & Health Care
Experience
LCS April 2015 - Present
American Equity Investment Life Insurance Company August 2012 - April 2015
First American Bank November 2011 - August 2012
First American Bank July 2009 - November 2011
Principal Global Investors February 2008 - May 2009
Principal Global Investors January 2005 - February 2008
Principal Global Investors June 1999 - January 2005
Skills
Loans, Credit Analysis, Portfolio Management, Underwriting, Asset Managment, Financial Analysis, Real Estate Economics, Credit, Commercial Lending, Commercial Mortgages, Real Estate, Valuation, Banking, Due Diligence, Finance, Commercial Real Estate, Asset Management, Financial Risk, Capital Markets
Education
University of Northern Iowa 1997 — 1999
Master of Business Administration (M.B.A.), Finance
University of Northern Iowa 1993 — 1997
Bachelor of Arts (B.A.), Physics
LCS April 2015 - Present
American Equity Investment Life Insurance Company August 2012 - April 2015
First American Bank November 2011 - August 2012
First American Bank July 2009 - November 2011
Principal Global Investors February 2008 - May 2009
Principal Global Investors January 2005 - February 2008
Principal Global Investors June 1999 - January 2005
Skills
Loans, Credit Analysis, Portfolio Management, Underwriting, Asset Managment, Financial Analysis, Real Estate Economics, Credit, Commercial Lending, Commercial Mortgages, Real Estate, Valuation, Banking, Due Diligence, Finance, Commercial Real Estate, Asset Management, Financial Risk, Capital Markets
Education
University of Northern Iowa 1997 — 1999
Master of Business Administration (M.B.A.), Finance
University of Northern Iowa 1993 — 1997
Bachelor of Arts (B.A.), Physics
Angie Tumey's Principal Global Investors Experience May 2003 - Present
Job Investment Officer at Principal Global Investors
Industry Real Estate
Experience
Principal Global Investors May 2003 - Present
Skills
Investments, Asset Management, Financial Analysis, Valuation, Loans, Portfolio Management, Real Estate Economics, Real Estate, Finance, Commercial Real Estate, Analysis
Education
University of Northern Iowa 1999 — 2003
Bachelor's Degree, Finance & Real Estate
Principal Global Investors May 2003 - Present
Skills
Investments, Asset Management, Financial Analysis, Valuation, Loans, Portfolio Management, Real Estate Economics, Real Estate, Finance, Commercial Real Estate, Analysis
Education
University of Northern Iowa 1999 — 2003
Bachelor's Degree, Finance & Real Estate
Eric LaRosee's Principal Global Investors Experience October 2001 - March 2008
Job Commercial Mortgage Banker at Iowa Commercial Mortgage
Industry Real Estate
Experience
Iowa Commercial Mortgage April 2008 - Present
Principal Global Investors October 2001 - March 2008
Skills
Real Estate, Investments, Loans, Valuation, Financial Analysis, Business Development, Loan Origination, Asset Management, Analysis, Portfolio Management, CMBS, Real Estate Economics, Insurance, Investment Properties, Commercial Mortgages, Due Diligence, Budgets, Financial Modeling, Credit, Credit Analysis, Commercial Real Estate, Mortgage Lending
Education
University of Iowa - Henry B. Tippie College of Business 1993 — 1997
BBA, Finance
Iowa Commercial Mortgage April 2008 - Present
Principal Global Investors October 2001 - March 2008
Skills
Real Estate, Investments, Loans, Valuation, Financial Analysis, Business Development, Loan Origination, Asset Management, Analysis, Portfolio Management, CMBS, Real Estate Economics, Insurance, Investment Properties, Commercial Mortgages, Due Diligence, Budgets, Financial Modeling, Credit, Credit Analysis, Commercial Real Estate, Mortgage Lending
Education
University of Iowa - Henry B. Tippie College of Business 1993 — 1997
BBA, Finance
Trevor Gosselink's Principal Global Investors Experience January 2005 - November 2005
Job Controller at Iowa Beverage Systems, Inc.
Industry Accounting
Experience
Iowa Beverage Systems, Inc. October 2012 - Present
The Weitz Company September 2011 - September 2012
Principal Financial Group September 2010 - September 2011
McGladrey & Pullen September 2006 - September 2010
Principal Global Investors January 2005 - November 2005
Education
University of Northern Iowa 2001 — 2006
Bachelors, Accounting
Iowa Beverage Systems, Inc. October 2012 - Present
The Weitz Company September 2011 - September 2012
Principal Financial Group September 2010 - September 2011
McGladrey & Pullen September 2006 - September 2010
Principal Global Investors January 2005 - November 2005
Education
University of Northern Iowa 2001 — 2006
Bachelors, Accounting
Tami Piklapp's Principal Global Investors Experience January 2005 - Present
Job Sr. Asset Manager at Principal Real Estate Investors
Industry Real Estate
Experience
Principal Real Estate Investors January 2005 - Present
Principal Global Investors January 2005 - Present
Skills
Asset Managment, Asset Management, Portfolio Management, Business Analysis, Investments, Valuation, Financial Analysis, Due Diligence, Underwriting, Credit, Real Estate Economics, Financial Modeling
Education
University of Iowa - Henry B. Tippie College of Business 2007 — 2010
Master of Business Administration (M.B.A.), Finance/Management
University of Northern Iowa 2000 — 2004
Bachelor of Arts (B.A.), Finance and Real Estate
Principal Real Estate Investors January 2005 - Present
Principal Global Investors January 2005 - Present
Skills
Asset Managment, Asset Management, Portfolio Management, Business Analysis, Investments, Valuation, Financial Analysis, Due Diligence, Underwriting, Credit, Real Estate Economics, Financial Modeling
Education
University of Iowa - Henry B. Tippie College of Business 2007 — 2010
Master of Business Administration (M.B.A.), Finance/Management
University of Northern Iowa 2000 — 2004
Bachelor of Arts (B.A.), Finance and Real Estate
Gregory J Bonzagni's Principal Global Investors Experience April 2011 - October 2011
Job National Sales Manager Sammons Retirement Solutions, a member of Sammons Financial Group
Industry Financial Services
Experience
Sammons Retirement Solutions, a member of Sammons Financial Group January 2013 - Present
Sammons Retirement Solutions, a member of Sammons Financial Group October 2011 - December 2012
Principal Global Investors April 2011 - October 2011
ING February 2007 - December 2010
JPMorgan Asset Management June 2005 - February 2007
MFS Investment Management July 2000 - June 2005
John Hancock Funds May 1998 - June 2000
Skills
Mutual Funds, Financial Services, Sales Management, Fixed Annuities, Insurance, Asset Management, Leadership, CRM, Salesforce.com, Sales Operations, Series 63, Wealth Management, Sales, Management, Business Planning, Marketing Strategy, Sales Presentations, Series 7, Marketing, Selling, Training
Education
University of Massachusetts, Amherst 1990 — 1994
Bachelor, History
Sammons Retirement Solutions, a member of Sammons Financial Group January 2013 - Present
Sammons Retirement Solutions, a member of Sammons Financial Group October 2011 - December 2012
Principal Global Investors April 2011 - October 2011
ING February 2007 - December 2010
JPMorgan Asset Management June 2005 - February 2007
MFS Investment Management July 2000 - June 2005
John Hancock Funds May 1998 - June 2000
Skills
Mutual Funds, Financial Services, Sales Management, Fixed Annuities, Insurance, Asset Management, Leadership, CRM, Salesforce.com, Sales Operations, Series 63, Wealth Management, Sales, Management, Business Planning, Marketing Strategy, Sales Presentations, Series 7, Marketing, Selling, Training
Education
University of Massachusetts, Amherst 1990 — 1994
Bachelor, History
Justin Lossner's Principal Global Investors Experience September 2006 - September 2008
Job Vice President at Jones Lang LaSalle
Industry Real Estate
Experience
Jones Lang LaSalle February 2014 - Present
Des Moines Social Club January 2009 - Present
R&R Realty Group October 2008 - February 2014
Principal Global Investors September 2006 - September 2008
Ferguson Commercial Real Estate May 2003 - September 2006
Skills
Asset Planning, Real Estate, Leases, Asset Managment, Property Management, Investments, Location Intelligence, Marketing, Real Estate Development, Sales, Budgets, Investment Properties, Financial Analysis, Valuation, Strategic Planning, Portfolio Management, Public Speaking, Brokerage, Business Development, Corporate Real Estate, Asset Management, Tenant Representation, Analysis, Real Estate Transactions, Small Business, Facilities Management, Disposition, Lease Negotiations, Management, Negotiation, Roller Skating, Commercial Real Estate, Real Estate Economics, Sellers, Landlords, Mergers & Acquisitions, Buyers, Real Property, Property, Tenant, Contract Negotiation, Acquisitions, Dispositions
Education
University of Northern Iowa 2001 — 2003
B.A., Real Estate and Finance
Jones Lang LaSalle February 2014 - Present
Des Moines Social Club January 2009 - Present
R&R Realty Group October 2008 - February 2014
Principal Global Investors September 2006 - September 2008
Ferguson Commercial Real Estate May 2003 - September 2006
Skills
Asset Planning, Real Estate, Leases, Asset Managment, Property Management, Investments, Location Intelligence, Marketing, Real Estate Development, Sales, Budgets, Investment Properties, Financial Analysis, Valuation, Strategic Planning, Portfolio Management, Public Speaking, Brokerage, Business Development, Corporate Real Estate, Asset Management, Tenant Representation, Analysis, Real Estate Transactions, Small Business, Facilities Management, Disposition, Lease Negotiations, Management, Negotiation, Roller Skating, Commercial Real Estate, Real Estate Economics, Sellers, Landlords, Mergers & Acquisitions, Buyers, Real Property, Property, Tenant, Contract Negotiation, Acquisitions, Dispositions
Education
University of Northern Iowa 2001 — 2003
B.A., Real Estate and Finance
Gayle Wageman's Principal Global Investors Experience August 2014 - Present
Job Sr Equity Trader at Principal Global Investors
Industry Financial Services
Experience
Principal Global Investors August 2014 - Present
Federal Home Loan Bank of Des Moines May 1996 - July 1997
AEGON Asset Management January 1995 - May 1996
AEGON Investments 1995 - 1996
Education
University of Northern Iowa 1990 — 1994
BA, Marketing
Northwestern College, Orange City, IA 1989 — 1990
Principal Global Investors August 2014 - Present
Federal Home Loan Bank of Des Moines May 1996 - July 1997
AEGON Asset Management January 1995 - May 1996
AEGON Investments 1995 - 1996
Education
University of Northern Iowa 1990 — 1994
BA, Marketing
Northwestern College, Orange City, IA 1989 — 1990
Linda Houborg's Principal Global Investors Experience December 2003 - Present
Job Sr. Project Manager at Principal Global Investors
Industry Information Technology and Services
Experience
Principal Global Investors December 2003 - Present
ADP October 2002 - May 2003
Bank of America October 1980 - December 2001
Skills
Project Management, Project Planning, Software Project..., Project Coordination, SDLC, Vendor Management, Business Analysis, Requirements Analysis, MS Project, Cross-functional Team..., Analysis, Banking, Financial Services, Investment Banking, Outlook, Windows, Visio, SharePoint, Microsoft Office, Integration, Business Requirements, Risk Management, Requirements Gathering
Education
University of Nebraska at Kearney 1973 — 1977
BS, Business Administration
Principal Global Investors December 2003 - Present
ADP October 2002 - May 2003
Bank of America October 1980 - December 2001
Skills
Project Management, Project Planning, Software Project..., Project Coordination, SDLC, Vendor Management, Business Analysis, Requirements Analysis, MS Project, Cross-functional Team..., Analysis, Banking, Financial Services, Investment Banking, Outlook, Windows, Visio, SharePoint, Microsoft Office, Integration, Business Requirements, Risk Management, Requirements Gathering
Education
University of Nebraska at Kearney 1973 — 1977
BS, Business Administration
Jon St. Clair's Principal Global Investors Experience November 2004 - Present
Job Derivative Operations Sr. Analyst at Principal Global Investors
Industry Investment Management
Experience
Principal Global Investors November 2004 - Present
Principal Global Investors May 2002 - November 2004
MetLife Financial Services May 2000 - December 2001
Bankers Trust 1998 - 2000
Skills
Securities, Investments, Fixed Income, Bloomberg, Derivatives, Financial Planning, Insurance, Bonds, Settlement, Valuation, Annuities, Bloomberg Terminal, Financial Services, Trading
Education
University of Northern Iowa 1993 — 1997
B.A., Marketing
Principal Global Investors November 2004 - Present
Principal Global Investors May 2002 - November 2004
MetLife Financial Services May 2000 - December 2001
Bankers Trust 1998 - 2000
Skills
Securities, Investments, Fixed Income, Bloomberg, Derivatives, Financial Planning, Insurance, Bonds, Settlement, Valuation, Annuities, Bloomberg Terminal, Financial Services, Trading
Education
University of Northern Iowa 1993 — 1997
B.A., Marketing
Stephen Musser, CFA's Principal Global Investors Experience December 2001 - May 2009
Job Sr Product Manager at Principal Funds
Industry Investment Management
Experience
Principal Funds December 2013 - Present
Principal Funds April 2011 - November 2013
Independent Consultant 2010 - March 2011
Holmes Murphy Financial Services April 2010 - August 2010
Principal Global Investors December 2001 - May 2009
A.G. Edwards & Sons, Inc. September 1993 - December 2001
May Department Stores February 1990 - September 1993
McDonnell Douglas February 1989 - February 1990
Skills
Financial Analysis, Financial Modeling, Investor Relations, Statistics, Due Diligence, Research, Valuation, Equity Research, DCF, Equity Valuation, Writing Skills, Money Management, Fundamental Research, Portfolio Management, Value Investing, Stock Picking, Sector Analysis, Buy-side, Sell Side, Alternative Investments, Wealth Management, Investments, portfolio construction, Portfolio Optimization, Securities, Strategic Financial..., Bloomberg, Finance, Financial Services, Risk Management, Equities, Analysis
Education
University of Missouri-Columbia 1987 — 1988
MBA, Finance
University of Missouri-Columbia 1982 — 1986
BA, Economics
DeSmet 1978 — 1982
Principal Funds December 2013 - Present
Principal Funds April 2011 - November 2013
Independent Consultant 2010 - March 2011
Holmes Murphy Financial Services April 2010 - August 2010
Principal Global Investors December 2001 - May 2009
A.G. Edwards & Sons, Inc. September 1993 - December 2001
May Department Stores February 1990 - September 1993
McDonnell Douglas February 1989 - February 1990
Skills
Financial Analysis, Financial Modeling, Investor Relations, Statistics, Due Diligence, Research, Valuation, Equity Research, DCF, Equity Valuation, Writing Skills, Money Management, Fundamental Research, Portfolio Management, Value Investing, Stock Picking, Sector Analysis, Buy-side, Sell Side, Alternative Investments, Wealth Management, Investments, portfolio construction, Portfolio Optimization, Securities, Strategic Financial..., Bloomberg, Finance, Financial Services, Risk Management, Equities, Analysis
Education
University of Missouri-Columbia 1987 — 1988
MBA, Finance
University of Missouri-Columbia 1982 — 1986
BA, Economics
DeSmet 1978 — 1982
Joe Strobel's Principal Global Investors Experience October 2000 - April 2008
Job Manager, Business Analysts at Aviva Investors North America
Industry Investment Management
Experience
Aviva Investors April 2008 - Present
Principal Global Investors October 2000 - April 2008
Iowa State Auditors Office May 1998 - October 2000
Skills
Portia, PAM for Securities, Charles River IMS, Business Analysis, Bloomberg, Team Management, Team Building, Portfolio Management, Requirements Gathering, Banking, BlackRock Aladdin, Business Process..., Investment Management, Process Improvement, Visio, Financial Analysis, Investment Banking, Vendor Management, Data Analysis, Business Requirements, Mutual Funds, Relationship Management, Fund Accounting, Corporate Actions, Bonds, Securities, Cadis, Back Office, Valuation, Business Process, Derivatives, Financial Modeling, Requirements Analysis, Equities, Investments, Financial Services, Dodd-Frank, Insurance, Hedge Funds, Accounting, Barclays Point, Performance Attribution, Financial Reporting, Risk Management, Fixed Income, SDLC, Analysis, Capital Markets, Asset Management, User Acceptance Testing
Education
University of Northern Iowa 1994 — 1998
Bachelor of Arts (BA), Accounting
Aviva Investors April 2008 - Present
Principal Global Investors October 2000 - April 2008
Iowa State Auditors Office May 1998 - October 2000
Skills
Portia, PAM for Securities, Charles River IMS, Business Analysis, Bloomberg, Team Management, Team Building, Portfolio Management, Requirements Gathering, Banking, BlackRock Aladdin, Business Process..., Investment Management, Process Improvement, Visio, Financial Analysis, Investment Banking, Vendor Management, Data Analysis, Business Requirements, Mutual Funds, Relationship Management, Fund Accounting, Corporate Actions, Bonds, Securities, Cadis, Back Office, Valuation, Business Process, Derivatives, Financial Modeling, Requirements Analysis, Equities, Investments, Financial Services, Dodd-Frank, Insurance, Hedge Funds, Accounting, Barclays Point, Performance Attribution, Financial Reporting, Risk Management, Fixed Income, SDLC, Analysis, Capital Markets, Asset Management, User Acceptance Testing
Education
University of Northern Iowa 1994 — 1998
Bachelor of Arts (BA), Accounting
Bob Cataldo's Principal Global Investors Experience 2007 - 2009
Job Asst. Vice President & Senior Portfolio Manager at United Fire Group
Industry Investment Management
Experience
United Fire Group December 2011 - Present
Rockwell Collins August 2009 - January 2012
Principal Global Investors 2007 - 2009
AEGON USA 1999 - 2007
Education
University of Notre Dame 1988 — 1992
M.A., Economics
United Fire Group December 2011 - Present
Rockwell Collins August 2009 - January 2012
Principal Global Investors 2007 - 2009
AEGON USA 1999 - 2007
Education
University of Notre Dame 1988 — 1992
M.A., Economics
Scott R Smith's Principal Global Investors Experience 1983 - 2010
Job Portfolio Manager at Principal Real Estate Investors
Industry Real Estate
Experience
Principal Real Estate Investors November 2008 - Present
Principal Real Estate Investors January 1983 - Present
Principal Financial Group 1983 - Present
Principal Global Investors 1983 - 2010
Skills
Portfolio Management, Management, Asset Management, Investments, Valuation, Real Estate Economics, Commercial Mortgages, Due Diligence, Financial Analysis, Underwriting, Loans, Commercial Lending
Education
University of Northern Iowa 1978 — 1982
BA, Business Management (Finance emphasis)
Principal Real Estate Investors November 2008 - Present
Principal Real Estate Investors January 1983 - Present
Principal Financial Group 1983 - Present
Principal Global Investors 1983 - 2010
Skills
Portfolio Management, Management, Asset Management, Investments, Valuation, Real Estate Economics, Commercial Mortgages, Due Diligence, Financial Analysis, Underwriting, Loans, Commercial Lending
Education
University of Northern Iowa 1978 — 1982
BA, Business Management (Finance emphasis)
M. Craig McComas's Principal Global Investors Experience June 2013 - Present
Job Sr. Compliance Manager at Principal Global Investors
Industry Financial Services
Experience
Principal Global Investors June 2013 - Present
Principal Financial Group June 2005 - June 2013
Principal Financial Group June 1998 - June 2005
Rockwell Collins August 1995 - May 1998
Skills
Auditing, Investments, Risk Management, Internal Controls, Financial Reporting, Financial Analysis, Accounting, Financial Accounting, Asset Management, Business Analysis, Financial Services, Analysis, Internal Audit
Education
University of Iowa 1997 — 2001
MBA
University of Northern Iowa 1991 — 1995
BA, Accounting
Principal Global Investors June 2013 - Present
Principal Financial Group June 2005 - June 2013
Principal Financial Group June 1998 - June 2005
Rockwell Collins August 1995 - May 1998
Skills
Auditing, Investments, Risk Management, Internal Controls, Financial Reporting, Financial Analysis, Accounting, Financial Accounting, Asset Management, Business Analysis, Financial Services, Analysis, Internal Audit
Education
University of Iowa 1997 — 2001
MBA
University of Northern Iowa 1991 — 1995
BA, Accounting
Bruce Hansen's Principal Global Investors Experience June 1988 - Present
Job Application Engineer at Principal Global Investors
Industry Investment Management
Experience
Principal Global Investors June 1988 - Present
Skills
Fixed Income, Cadis, Asset Management, Process Improvement, Negotiation, Customer Service, Investments, Asset Managment, Business Analysis, Financial Analysis, Risk Management, Investment Management, Portfolio Management, Finance, Financial Modeling, Securities, Valuation, Mutual Funds, Portia, Financial Services, SSIS, SQL, SSRS, DTS
Education
University of Northern Iowa 1979 — 1982
BA, Finance, Computer Science
Principal Global Investors June 1988 - Present
Skills
Fixed Income, Cadis, Asset Management, Process Improvement, Negotiation, Customer Service, Investments, Asset Managment, Business Analysis, Financial Analysis, Risk Management, Investment Management, Portfolio Management, Finance, Financial Modeling, Securities, Valuation, Mutual Funds, Portia, Financial Services, SSIS, SQL, SSRS, DTS
Education
University of Northern Iowa 1979 — 1982
BA, Finance, Computer Science
Ryan Watermiller's Principal Global Investors Experience August 2010 - Present
Job IT Application Analyst II at Principal Global Investors
Industry Information Technology and Services
Experience
Principal Global Investors August 2010 - Present
State Farm Insurance May 2009 - August 2009
State Farm Insurance May 2008 - August 2008
Education
University of Northern Iowa 2006 — 2010
BA
Principal Global Investors August 2010 - Present
State Farm Insurance May 2009 - August 2009
State Farm Insurance May 2008 - August 2008
Education
University of Northern Iowa 2006 — 2010
BA
Pottebaum Scott's Principal Global Investors Experience May 1997 - Present
Job Investment Director at Principal Real Estate Investors
Industry Investment Management
Experience
Principal Global Investors May 1997 - Present
Skills
Portfolio Management, Asset Management, Equities, Investments, Valuation, Capital Markets, Financial Modeling, Due Diligence, Structured Finance, Real Estate Economics, Financial Analysis, Finance, Financial Structuring, Credit Analysis, Loans
Education
University of Nebraska-Lincoln 1992 — 1995
MBA
University of Northern Iowa 1987 — 1991
BA, Finance
Principal Global Investors May 1997 - Present
Skills
Portfolio Management, Asset Management, Equities, Investments, Valuation, Capital Markets, Financial Modeling, Due Diligence, Structured Finance, Real Estate Economics, Financial Analysis, Finance, Financial Structuring, Credit Analysis, Loans
Education
University of Nebraska-Lincoln 1992 — 1995
MBA
University of Northern Iowa 1987 — 1991
BA, Finance
Joseph Goode's Principal Global Investors Experience 2007 - 2007
Job Vice President Relationship Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo Bank - Beverage Finance March 2011 - Present
Wells Fargo Bank - Beverage Finance October 2008 - March 2011
Principal Global Investors 2007 - 2007
Skills
Credit Analysis, Commercial Lending, Credit, Loans, Financial Analysis, Finance, Customer Service, Underwriting, Investments, Business Development, Commercial Banking, Management
Education
University of Northern Iowa 2005 — 2008
Bachelors, Finance & Real Estate
Wells Fargo Bank - Beverage Finance March 2011 - Present
Wells Fargo Bank - Beverage Finance October 2008 - March 2011
Principal Global Investors 2007 - 2007
Skills
Credit Analysis, Commercial Lending, Credit, Loans, Financial Analysis, Finance, Customer Service, Underwriting, Investments, Business Development, Commercial Banking, Management
Education
University of Northern Iowa 2005 — 2008
Bachelors, Finance & Real Estate
Shane McMahon, CFA's Principal Global Investors Experience VariousPrincipal Global InvestorsDecember 1997 - Present
Job Director, Consultant Relations at Principal Global Investors
Industry Investment Management
Experience
Principal Global Investors VariousPrincipal Global InvestorsDecember 1997 - Present
Education
University of Iowa - Henry B. Tippie College of Business
Finance
Principal Global Investors VariousPrincipal Global InvestorsDecember 1997 - Present
Education
University of Iowa - Henry B. Tippie College of Business
Finance
Donisue Rupp's Principal Global Investors Experience May 2008 - March 2014
Job Assistant Director, Portfolio Operations at Principal Real Estate Investors, LLC
Industry Investment Management
Experience
Principal Real Estate Investors, LLC March 2014 - Present
Principal Global Investors May 2008 - March 2014
Principal Global Investors August 1999 - April 2008
Principal Financial Group March 1996 - August 1999
Skills
Asset Managment, Real Estate Development, Mergers & Acquisitions, Portfolio Management, Asset Management, Real Estate Transactions, Due Diligence, Private Equity, Investments, Real Estate Economics, Financial Modeling, Valuation, Financial Analysis, Real Estate, Dispositions, Commercial Real Estate
Education
University of Northern Iowa
Bachelor of Arts (B.A.), Accounting
University of Northern Iowa
Bachelor of Arts (B.A.), Public Relations with minor in Journalism
Principal Real Estate Investors, LLC March 2014 - Present
Principal Global Investors May 2008 - March 2014
Principal Global Investors August 1999 - April 2008
Principal Financial Group March 1996 - August 1999
Skills
Asset Managment, Real Estate Development, Mergers & Acquisitions, Portfolio Management, Asset Management, Real Estate Transactions, Due Diligence, Private Equity, Investments, Real Estate Economics, Financial Modeling, Valuation, Financial Analysis, Real Estate, Dispositions, Commercial Real Estate
Education
University of Northern Iowa
Bachelor of Arts (B.A.), Accounting
University of Northern Iowa
Bachelor of Arts (B.A.), Public Relations with minor in Journalism
Kelly McVicker's Principal Global Investors Experience January 2006 - September 2008
Job
Industry Commercial Real Estate
Experience
Athene Asset Management December 2014 - June 2015
Newmark Grubb Knight Frank October 2008 - November 2014
Principal Global Investors January 2006 - September 2008
Principal Global Investors March 1992 - January 2006
Education
University of Nebraska-Lincoln
Bachelor of Science in Business Administration
Athene Asset Management December 2014 - June 2015
Newmark Grubb Knight Frank October 2008 - November 2014
Principal Global Investors January 2006 - September 2008
Principal Global Investors March 1992 - January 2006
Education
University of Nebraska-Lincoln
Bachelor of Science in Business Administration
Matt Launspach, CFA's Principal Global Investors Experience October 2007 - August 2011
Job Vice President, Fixed Income Sales at Citi
Industry Capital Markets
Experience
Citi August 2011 - Present
Principal Global Investors October 2007 - August 2011
Principal Financial Group 2007 - 2011
Principal Global Investors October 2007 - March 2010
American Trust & Savings Bank May 2007 - October 2007
Skills
Fixed Income, Fixed Income Research, Fixed Income Trading, Bloomberg, Derivatives, Bonds, Fixed Income Analysis, Trading
Education
University of Iowa - Henry B. Tippie College of Business 2003 — 2007
Bachelor, Finance
Citi August 2011 - Present
Principal Global Investors October 2007 - August 2011
Principal Financial Group 2007 - 2011
Principal Global Investors October 2007 - March 2010
American Trust & Savings Bank May 2007 - October 2007
Skills
Fixed Income, Fixed Income Research, Fixed Income Trading, Bloomberg, Derivatives, Bonds, Fixed Income Analysis, Trading
Education
University of Iowa - Henry B. Tippie College of Business 2003 — 2007
Bachelor, Finance
Lindsey Schmitz's Principal Global Investors Experience June 2006 - October 2008
Job Credit Risk Manager at Mutual of Omaha
Industry Banking
Experience
Mutual of Omaha Bank October 2011 - Present
Mutual of Omaha Bank November 2008 - October 2011
Principal Global Investors June 2006 - October 2008
Skills
Credit Analysis
Education
University of Northern Iowa
Mutual of Omaha Bank October 2011 - Present
Mutual of Omaha Bank November 2008 - October 2011
Principal Global Investors June 2006 - October 2008
Skills
Credit Analysis
Education
University of Northern Iowa
Nick Hesley's Principal Global Investors Experience September 2015 - Present
Job Financial Accountant at PFG
Industry Accounting
Experience
Principal Global Investors September 2015 - Present
Transamerica January 2013 - September 2015
Transamerica July 2011 - January 2013
Skills
Accounting, Financial Analysis, Corporate Finance, Financial Reporting, Finance, Tax, Financial Planning, Microsoft Excel, General Ledger, Account Reconciliation
Education
University of Northern Iowa 2010 — 2011
Accounting
University of Northern Iowa 2005 — 2008
Business Administration
Principal Global Investors September 2015 - Present
Transamerica January 2013 - September 2015
Transamerica July 2011 - January 2013
Skills
Accounting, Financial Analysis, Corporate Finance, Financial Reporting, Finance, Tax, Financial Planning, Microsoft Excel, General Ledger, Account Reconciliation
Education
University of Northern Iowa 2010 — 2011
Accounting
University of Northern Iowa 2005 — 2008
Business Administration
Laura Leigh Miller's Principal Global Investors Experience May 2005 - December 2008
Job Credit Officer/Senior Credit Analyst at Cambridge Savings Bank
Industry Banking
Experience
Cambridge Savings Bank April 2014 - Present
JPMorgan Chase March 2013 - April 2014
MetaBank November 2011 - March 2013
MetaBank March 2010 - November 2011
MetaBank December 2009 - March 2010
Principal Global Investors May 2005 - December 2008
Aegon USA, Realty Advisors May 2004 - May 2005
Skills
Credit, Banking, Financial Analysis, Risk Management, Risk, Underwriting, Appraisal Skills, Management, Portfolio Management, Loan Servicing, Special Servicing, CMBS, Asset Managment, Commercial Real Estate, Real Estate Financing, Asset Management, Financial Risk, Finance, Credit Analysis, Commercial Lending, Commercial Mortgages, Valuation, Loans, Analysis
Education
University of Northern Iowa 2001 — 2005
Bachelor of Arts, Finance and Real Estate
Cambridge Savings Bank April 2014 - Present
JPMorgan Chase March 2013 - April 2014
MetaBank November 2011 - March 2013
MetaBank March 2010 - November 2011
MetaBank December 2009 - March 2010
Principal Global Investors May 2005 - December 2008
Aegon USA, Realty Advisors May 2004 - May 2005
Skills
Credit, Banking, Financial Analysis, Risk Management, Risk, Underwriting, Appraisal Skills, Management, Portfolio Management, Loan Servicing, Special Servicing, CMBS, Asset Managment, Commercial Real Estate, Real Estate Financing, Asset Management, Financial Risk, Finance, Credit Analysis, Commercial Lending, Commercial Mortgages, Valuation, Loans, Analysis
Education
University of Northern Iowa 2001 — 2005
Bachelor of Arts, Finance and Real Estate
Matt Hanson CFA's Principal Global Investors Experience July 2013 - Present
Job Sr High Yield Analyst at Principal Global Investors
Industry Investment Management
Experience
Principal Global Investors July 2013 - Present
Aviva Investors July 2005 - July 2013
Investors Management Group January 2003 - July 2005
Principal Global Investors June 2000 - January 2003
Education
University of Iowa - Henry B. Tippie College of Business
Master of Business Administration (MBA), Accounting and Finance
University of Northern Iowa
Bachelor of Arts (B.A.), Finance, General
Principal Global Investors July 2013 - Present
Aviva Investors July 2005 - July 2013
Investors Management Group January 2003 - July 2005
Principal Global Investors June 2000 - January 2003
Education
University of Iowa - Henry B. Tippie College of Business
Master of Business Administration (MBA), Accounting and Finance
University of Northern Iowa
Bachelor of Arts (B.A.), Finance, General
Niki Rathert's Principal Global Investors Experience September 2006 - Present
Job Senior Compliance Analyst with Principal Global Investors
Industry Investment Management
Experience
Principal Global Investors September 2006 - Present
ING Financial Partners September 2005 - September 2006
ING Financial Partners September 2000 - September 2005
Skills
Asset Management, Management, Fixed Income, Mutual Funds, Investments, Portfolio Management, Securities, Hedge Funds, Equities
Education
University of Northern Iowa 1995 — 1998
BA, Finance
Principal Global Investors September 2006 - Present
ING Financial Partners September 2005 - September 2006
ING Financial Partners September 2000 - September 2005
Skills
Asset Management, Management, Fixed Income, Mutual Funds, Investments, Portfolio Management, Securities, Hedge Funds, Equities
Education
University of Northern Iowa 1995 — 1998
BA, Finance
Willis Bramwell's Principal Global Investors Experience August 1987 - October 2003
Job Commercial Mortgage Asset Manager at Ameritas Investment Partners
Industry Commercial Real Estate
Experience
Ameritas Investment Partners June 2013 - Present
Tabernash Land Company January 2004 - May 2013
Principal Global Investors August 1987 - October 2003
Education
University of Northern Iowa 1985 — 1987
Master of Business Administration (MBA)
University of Northern Iowa 1980 — 1984
Bachelor's degree, Physics
Ameritas Investment Partners June 2013 - Present
Tabernash Land Company January 2004 - May 2013
Principal Global Investors August 1987 - October 2003
Education
University of Northern Iowa 1985 — 1987
Master of Business Administration (MBA)
University of Northern Iowa 1980 — 1984
Bachelor's degree, Physics
Nick Garavaglia's Principal Global Investors Experience June 2012 - Present
Job Financial Representative at Principal Global Investors
Industry Investment Management
Experience
Principal Global Investors June 2012 - Present
Garvey's Grill August 2004 - April 2012
Education
University of Missouri-Columbia 2007 — 2011
Bachelor's degree, Finance
Principal Global Investors June 2012 - Present
Garvey's Grill August 2004 - April 2012
Education
University of Missouri-Columbia 2007 — 2011
Bachelor's degree, Finance
Ryan Judas, CPA, CFA, CMA, CFM's Principal Global Investors Experience 1999 - Present
Job Analyst at Principal Global Investors
Industry Investment Management
Experience
Principal Global Investors 1999 - Present
Firstar Bank 1998 - 1999
Skills
Equity Research, Asset Management, Portfolio Management, Financial Analysis, Financial Services, Credit Analysis
Education
Univeristy of Iowa 2001 — 2003
Master of Business Administration (MBA)
University of Northern Iowa 1992 — 1997
Bachelor's degree, Accounting
Principal Global Investors 1999 - Present
Firstar Bank 1998 - 1999
Skills
Equity Research, Asset Management, Portfolio Management, Financial Analysis, Financial Services, Credit Analysis
Education
Univeristy of Iowa 2001 — 2003
Master of Business Administration (MBA)
University of Northern Iowa 1992 — 1997
Bachelor's degree, Accounting
Erin Sonksen's Principal Global Investors Experience May 2012 - April 2014
Job Executive Administrative Assistant CFO/Controller at Wells Enterprises
Industry Commercial Real Estate
Experience
Wells Enterprises May 2014 - Present
Principal Global Investors May 2012 - April 2014
Wells Fargo August 2009 - May 2012
Principal Global Investors February 2008 - May 2009
Principal Global Investors June 2004 - January 2008
Education
University of Northern Iowa 2000 — 2004
Bachelor's degree, Marketing
Wells Enterprises May 2014 - Present
Principal Global Investors May 2012 - April 2014
Wells Fargo August 2009 - May 2012
Principal Global Investors February 2008 - May 2009
Principal Global Investors June 2004 - January 2008
Education
University of Northern Iowa 2000 — 2004
Bachelor's degree, Marketing
Mamot Valara's Principal Global Investors Experience February 2005 - Present
Job Retirement Specialist at Principal Global Investors
Industry Investment Management
Experience
Principal Global Investors February 2005 - Present
Education
Worms and Palmer 1980 — 1993
University of Nebraska at Kearney
Principal Global Investors February 2005 - Present
Education
Worms and Palmer 1980 — 1993
University of Nebraska at Kearney
Jacob Yanecek's Principal Global Investors Experience August 2008 - Present
Job Investment Accountant at Principal Global Investors
Industry Investment Management
Experience
Principal Global Investors August 2008 - Present
Education
University of Iowa - Henry B. Tippie College of Business 2002 — 2007
Bachelor of Business Administration (BBA), Accounting and Finance
Principal Global Investors August 2008 - Present
Education
University of Iowa - Henry B. Tippie College of Business 2002 — 2007
Bachelor of Business Administration (BBA), Accounting and Finance
Kristine White's Principal Global Investors Experience January 2002 - June 2013
Job Portfolio Manager at Huntington National Bank
Industry
Experience
Huntington National Bank October 2013 - Present
Principal Global Investors January 2002 - June 2013
Education
University of Northern Iowa
Huntington National Bank October 2013 - Present
Principal Global Investors January 2002 - June 2013
Education
University of Northern Iowa
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY